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Request Email Reply Approval

Draft customer replies and email them to the right person for approval

Use this Agent instantly or customize it - no programming needed

Prepare a customer reply for approval
Reads
  • Customer email
    Customer email

    A new customer email in your shared inbox starts a request to prepare a reply.

  • Customer conversation
    Customer conversation

    Your conversation shows earlier replies, the assigned teammate or team, and a thread link.

  • Response guidance
    Response guidance

    Your guidance sets the tone, approved facts, and topics that need a person.

  • Approver addresses
    Approver addresses

    Your address map names the approver for each team or teammate, plus a fallback.

Shared inbox
Shared inbox

Your shared inbox shows new customer emails, the full thread, and who owns each conversation.

Shared inbox
Is the thread or original customer email unavailable?YesNo
Email available details for manual review
Writes
  • Manual review email
    Manual review email

    Your approver gets the available customer details and a request to inspect the thread or answer the question.

Email service
Email service

Your email service sends the proposed reply and original message to the responsible person for approval.

Email service
Does the question need a person or lack approved guidance?YesNo
Email the unresolved question for manual review
Writes
  • Manual review email
    Manual review email

    Your approver gets the available customer details and a request to inspect the thread or answer the question.

Draft a reply and email it with the original for approval
Writes
  • Proposed reply
    Proposed reply

    Your proposed reply uses the conversation and approved guidance for the approver to review.

  • Approval email
    Approval email

    Your approver sees the proposed reply beside the original customer email and thread link.

  • Delivery error
    Delivery error

    You get a delivery error for manual follow-up if the internal email cannot be sent.

This Agent starts when a customer emails your shared inbox. It reads the thread and your guidance. It emails a proposed reply and original message to your approver.

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Made for your industry

Request Email Reply Approval is made for businesses in these industries.

Made for your role

Request Email Reply Approval is made for people in these roles.

Made for your department

Request Email Reply Approval is made for people in these departments.

How Request Email Reply Approval works

4 steps, in order, on every run.

  1. Read the customer threadRead the latest customer email and earlier replies in the shared inbox. Check what your team has already said.
  2. Draft a supported replyFollow your response guidance to draft an answer. Leave unsupported or human-only questions for the approver.
  3. Choose the approverMatch the thread's team or assigned teammate to your approver map. Use your fallback address when no address matches.
  4. Email the approval requestEmail the proposed reply, original message, and thread link to the approver. Ask, 'Please reply to this email with your approval or edits.'

How to Get Started

Connect your tools

Connect the tools you already use, such as Gmail, Microsoft Outlook or Zoom.

24 tools
Set your rules
  • Choose the shared customer inbox and which incoming customer emails should receive a proposed reply.
  • Provide current response guidance, including tone, approved facts, and subjects that must go to a person without a proposed answer.
  • Provide a map from inbox team or assigned teammate to the responsible person's email address, plus a fallback approver address.
Launch the Agent

Use safe mode to approve every result before it goes out, or let the Agent run automatically.

FAQs

Frequently asked questions about the Request Email Reply Approval:

Will this send a reply to the customer?

No. Your approver gets the proposal and original message. A person reviews the answer before sending anything to the customer.

What if the guidance does not support an answer?

Your approver gets the customer's message and the unresolved question. You can choose which topics need a person when you set up the guidance.

How does it choose the right approver?

You map each inbox team or assigned teammate to an email address and provide a fallback. The Agent uses that fallback when no address matches.

Which customer emails start an approval request?

You choose which incoming customer emails in the shared inbox are in scope. A matching customer message starts a new approval request.

What happens when the Agent is unsure?

It stops and asks you. The Agent does not guess when it reaches a decision you have not approved.

Can I review its work?

Yes. Every run creates a plain-language log that you can review and export. Logs are kept for twelve months.

What happens if I cancel?

The Agent stops at the end of the billing month and its tool connections are removed. Your run logs remain available for twelve months.

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