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Service Shared inbox

An AI email agent for the inbox where your requests arrive

It reads each email in your shared inbox, checks that it belongs there, works out what kind of request it is, compares the attachments with your list of required documents and leaves a draft reply in the inbox itself: asking for what is missing, or answering the question. Someone on your team reviews it and sends it.

01 · AN EMAIL ARRIVES 02 · FOR THIS INBOX? NO YES FLAGGED, NOT FORWARDED 03 · ATTACHMENTS AGAINST YOUR LIST LOG 04 · DRAFT IN YOUR INBOX 05 · A PERSON SENDS IT
Plate I · The route of one emailExample
ForFirms with a shared inbox that receives requests with documents
Where it worksIn the Google or Microsoft mailbox you already use
What it leavesA draft in the inbox and a log of every step
Who sendsSomeone on your team, every time
No. 01The problem

What happens in a shared inbox

If your requests land in an inbox like requests@ or info@, this will sound familiar. Some of what arrives does not belong there at all: an invoice, a question for another department, an email someone sent to the wrong address. Some of it is a real request, but it comes with half the documents.

Someone opens everything, decides what each email is, opens the attachments one by one, checks them against the list of what that kind of job needs and writes, again, the email asking for what is missing. The questions that keep coming back get answered by hand every time.

And when a request finally reaches the technician, it is sometimes still incomplete, or was never for you in the first place.

TaskTodayWith the agent
Does it belong here?someone reads it and forwards itflagged, and a person decides
Type of requestby eye, email by emailfrom your list of types
Attachmentsopened one by onechecked against your list
Asking for what is missingan email written by handone draft with everything missing
Repeat questionsanswered each timea draft from your own wording

A person still reviews and sends every reply. What changes is where they start from.

No. 02What it does

Five steps, in the order the email takes

Each step starts from what your team already knows: the kinds of request you receive, the documents each one needs and the answers to the usual questions. Whatever is not written down yet, we write with you, in plain language.

  1. Step 01

    Decides whether the email belongs in this inbox

    It reads the email and its attachments and checks whether they belong in this inbox. If not, it flags the email and says which inbox it thinks it is for, but it does not forward it: at first, a person makes that call.

    A persondecides where the rest goes.

  2. Step 02

    Works out what kind of request it is

    From your list of job types, it works out what is being asked: a new request, a question, a reply to an earlier request for documents. If it fits none of them, it flags it for your team.

  3. Step 03

    Checks the attachments against your list

    For that type of request, it compares what arrived with your list of required documents: what is there, what is missing and what will not do, and why.

    • “The equipment data sheet is missing.”
    • “The attached certificate has expired.”
    • “The serial number cannot be read in the photo.”
  4. Step 04

    Leaves a draft in the inbox

    It writes the reply and leaves it as a draft in the inbox, in the same thread: one message asking for everything that is missing, or an answer to the question in your own wording. It gives no prices, since those go in the quote, and on technical questions it points the way without giving a verdict.

    A personreviews it, edits it if needed and sends it.

  5. Step 05

    Logs everything

    Every email leaves a record: what came in, what the agent proposed, what was finally sent and who approved it. If you work to ISO 9001 or go through audits, it shows who approved each reply.

Email no. 0418Requests inbox · example
For this inbox?Yes
Type of requestNew request
AttachmentsThree received
Against your listOne missing, one will not do
DraftIn the inbox, to review
LogEmail and proposal saved
Waiting to be sent · a person

Nothing leaves the inbox until someone on your team sends it.

No. 03The draft

The draft, as your team finds it

An example of what appears in the inbox when a new request arrives with three attachments. The document list is yours; the agent shows what it checked, what is missing and what it leaves for your team.

Draft · Re: New requestIn your inbox · example
  1. Request form

    ReceivedComplete and signed.

    Seen in: attachment 1
  2. Photos of the equipment

    ReceivedThe plate and the serial number are readable.

    Seen in: attachment 2
  3. Manufacturer's certificate

    Will not doIt has expired. The draft asks for a current one.

    Seen in: attachment 3
  4. Equipment data sheet

    MissingNot received. The draft asks for it.

    Per your list for this type
  5. “How much would it cost?”

    For your teamNo price in the reply: the draft says it will come with the quote.

    Seen in: body of the email
Draft text

“Hello, and thank you for your request. Before we can start, we still need the equipment data sheet and a current manufacturer's certificate: the one you sent has expired. As soon as we have them, we will send you the quote.”

The draft does not send itself. It sits in the thread, in front of whoever runs the inbox, to review, change if needed and send.

Reviews and sends: a person

The agent prepares and flags; a person reviews and sends.

No. 04Who does what

Who does what: the agent prepares, your team decides

The agent prepares

  • 01Reads every email that reaches the inbox, attachments included.
  • 02Sorts it: whether it belongs here and what kind of request it is.
  • 03Checks the documents against your list for that kind of job.
  • 04Leaves a draft in the thread: what is missing, or the answer to the question.
  • 05Logs everything in a record you can show an auditor.

The agent never

  • ×Sends an email without a person's approval.
  • ×Forwards misdirected email on its own: it flags it, and at first a person decides.
  • ×Quotes prices: those go in the quote.
  • ×Gives a final verdict on a technical question: it points the way, and a technician decides.
  • ×Changes your rules: your team does.
No. 05Who it is for

For teams that get the same requests by email, with documents

It fits wherever a shared inbox receives repeat requests, each with its own list of documents: testing labs, engineering firms, administrative agencies, certification bodies, property managers and, more broadly, any business that processes applications or case files.

By email · this page

When requests arrive by email

Because that is how your clients write to you, or because, for traceability, documents have to come in through one fixed, documented channel. The agent works inside that inbox and opens no new channel.

On WhatsApp · the same agent

When your customers message you on WhatsApp

The same agent, with the same rules, can work on WhatsApp: it answers, asks for the documents and hands your team whatever needs a person. See the WhatsApp customer service AI agent.

No. 06With what you already use

In your inbox, not in another tool

You do not switch email providers. We connect to the mailbox you already have, and the drafts appear where your team already works.

  • The request types, document lists and reply wording are yours, written in plain language, and never shared with other clients.
  • We document everything at handover, so your team can maintain it without us.
  • Google Workspace · GmailThe Gmail API can create drafts in the mailbox (Google's documentation).
  • Microsoft 365 · OutlookMicrosoft Graph can create drafts, replies included, saved in the Drafts folder (Microsoft's documentation).
  • We start withOne inbox, the one that receives new requests. The others come later.
  • What staysDrafts in the thread and a log of every email: what came in, what was proposed, what was sent and who approved it.
No. 07How we start

One inbox, measured on your own email

We do not connect every inbox at once. We start with one and agree up front what counts as success: whatever reaches the technician is either a correct “not for us” or a request with complete documentation, ready for work to begin.

  1. Pick one inboxUsually the one that receives new requests.
  2. Write your rulesRequest types, the documents each one needs and what the agent must not do.
  3. Test on closed emailsWe agree in writing what it should have done with each one.
  4. Pilot with reviewA person reviews every draft before it is sent.
  5. Measure, then extendIf it works, we add the next inbox. If not, you know before it grows.

Why this order: AI proof of concept vs production.

No. 08 · Proof · on WhatsApp

The same approach already runs on WhatsApp, at Fixlab

We do not have a published email case yet; this page explains how we approach it. The same approach (the client's criteria written down, the right documentation for each case and a person wherever judgment is needed) has run on WhatsApp since June 2026 at Fixlab, a vehicle certification lab in Spain.

Its agent answers from the lab's own criteria, collects the documentation, opens the reform request in Fixlab's platform through its API and brings in a person only for the cases that genuinely need one. Before launch we agreed a written acceptance test with Fixlab: 50 real scenarios, with zero critical failures and at least an 80 % pass rate as the bar.

Read the Fixlab case
26 Jun to 24 Sep 2026 · WhatsApp
  • 279conversations in the first three months
  • 51 %closed without a person; most handovers are price questions, which the agent passes to the team by design
  • 20reform requests opened end to end in Fixlab's platform, with documents and data
  • 0critical failures across the 50 acceptance-test scenarios
Questions

AI email agent: common questions

Does it send emails on its own?
No. It leaves every reply as a draft in the inbox, in the email's thread, and someone on your team reviews it, edits it if needed and sends it. Nothing goes out without a person's approval.
Does it work with Gmail and Outlook?
Yes. We connect to the mailbox you already have, on Google Workspace (Gmail) or Microsoft 365 (Outlook). Both let software create drafts through their APIs: the Gmail API and Microsoft Graph. You do not have to change email providers.
Where is the data processed? What about GDPR?
The agent reads only the inbox we agree on. We choose the components with you, can run the AI model on servers in the EU and document where each component processes and stores data, so you can show it in an audit or to your data protection officer.
What if an email does not belong in that inbox?
It flags it as “not for this inbox”, with the inbox it thinks the email is for, and does not forward it. At first a person decides. If that sorting proves reliable over time, you can choose to automate the forwarding.
What if it does not know the answer?
It does not make one up. It flags the email for your team and says what it would need in order to answer. It also gives no prices, which go in the quote, and no final verdict on technical questions: it points the way, and a technician decides.
Can we change the rules ourselves?
Yes. The request types, the document list for each one and the reply wording are yours, written in plain language. Your team can change them without depending on us. How to write those rules: how to write instructions for AI agents.
Is there a record for audits?
Yes. For every email, the log keeps what came in, what the agent proposed, what was finally sent and who approved it. If you work to ISO 9001 or face client audits, it shows who approved each reply.
Does it also work on WhatsApp?
Yes. The same agent, with the same rules, can work on WhatsApp. See the WhatsApp customer service AI agent, and what it already does in production in the Fixlab case study.
How much does it cost?
It depends on how many inboxes, how many request types and documents it has to cover, and whether the agent connects to other software besides email. After a short call we send a written proposal with the price and the assumptions. What drives the cost: the cost of a custom AI tool.

Sources, checked 8 Oct 2026: Google, “Create and send draft emails” (Gmail API) and Microsoft, “Create message” (Microsoft Graph). Fixlab figures: Fixlab case study. The emails, documents and wording on this page are examples.

Keep reading

Run a certification lab? See AI for vehicle certification, or what we build beyond email in AI process automation.

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