AI Agents & Automation
Inbox & CRM automation
Keep your inbox, CRM and follow-ups connected: email sorting, suggested replies, contact and deal updates, and approval before anything is sent.
The problem
The inbox eats the day
Sorting, forwarding and answering routine mail takes hours.
Records fall behind
Contacts, deals and notes in the CRM are updated late or not at all.
What is included
Email classification
Messages sorted by topic, urgency and who should handle them.
Suggested replies
Drafts for routine questions, ready to check and send.
CRM updates
Contacts, deals and notes kept in step with the conversation.
Reminders
Follow-ups scheduled so nothing waits unnoticed.
An example, step by step
Input
An incoming email
A customer asks whether order 4471 can be delivered a week later and to a different address.
- Classify the message: order change, medium urgency, belongs to customer service.
- Find the order and contact in the CRM and draft a reply with the options.
- A person approves the reply; the CRM note and follow-up date are updated.
Output
Reply and record
An approved reply, a note on the order in the CRM and a reminder for the new delivery date; a message the system cannot classify goes to a person.
How it works
A message arrives
The workflow reads new mail in the agreed mailboxes.
It is classified and routed
AI suggests the topic and the next step; rules route it.
Approve and update
A person approves replies; the CRM is updated.
What you receive
An inbox workflow
Classification, routing and drafted replies for agreed message types.
CRM synchronisation
Records updated from the conversation, with a log.
Handover notes
How it works, how to change it and what to watch.
What it works with
Shared mailboxes
Only the mailboxes and message types agreed with you.
Your CRM
Contacts, orders or deals to read and update; named once confirmed with you.
Your reply guidelines
Tone, standard answers and what must always go to a person.
How we check it works
Classification accuracy
Checked on a labelled sample of your past messages before go-live.
Escalations
Sensitive or unclear messages reach a person every time in the test set.
Least access
The workflow can read and change only what it needs; failed updates are logged and retried.
What to keep in mind
- Ambiguous or sensitive messages go to a person, not to an automatic action.
- Nothing is sent without approval unless you decide otherwise for a message type.
What shapes the scope and quote
- The number of mailboxes, message types and languages.
- The CRM and how many record types are updated.
- Whether replies are drafted or only routed.
Results
Results from client projects
Published only with each client's approval.
Frequently asked questions
Can it answer emails on its own?
It drafts replies. Sending without approval is a choice per message type, made with you, and is off by default.
Do you read all our email?
Only the mailboxes and message types agreed in the design step, with access you control.
How do you measure whether it sorts mail correctly?
We label a sample of your past messages together and check the workflow against it before it handles live mail.
Can we switch it off?
Yes, per message type or entirely. Mail then reaches people as it did before.
Learn more
Lead automation walkthrough
How a new website enquiry becomes a qualified CRM record and a reply drafted for approval.
How we work
How Wishfy works: discover, design, build, and measure and improve, for search visibility, automation and knowledge assistants.
Security & data
How Wishfy handles client data: a GDPR processing agreement, EU/EEA processing by default, no training on your data, and deletion at the end.
Other services in AI Agents & Automation
Lead capture & follow-up
New enquiries captured, qualified and added to your CRM, with follow-ups drafted for approval.
Document & invoice processing
Fields read from invoices and other documents, checked, reviewed where uncertain and exported.
Reports & dashboards
Recurring reports collected, checked, summarised and delivered on a schedule.
Custom AI agents
Agents for one job at a time, with set permissions, approvals and monitoring.