Streamline email management for banking and credit union professionals.
Financial ServicesStreamline email management for banking and credit union professionals.
Talk to your agent anytime. Ask it to find emails, test responses, or take actions on demand.
Activate your agent and it monitors your inbox. When matching emails arrive, it acts automatically.
subject contains: loan application, account dispute, fraud alert, transaction alert, mortgage inquiry OR from: customerservice@bank.com, @creditunion.org, @loanprocessor.com
1. For loan applications, searchDocuments for existing customer profiles and forward complete details to loanprocessing@bank.com with 'Loan-Processing' label. 2. For account disputes, searchDocuments for transaction history and forward details to disputes@creditunion.org with 'Urgent-Review' label. 3. For fraud alerts, mark as high priority, forward to fraudteam@bank.com, and add 'Fraud-Alert' label. 4. For transaction alerts, archive after forwarding to alertmanagement@bank.com for records. 5. For mortgage inquiries, reply with application guidelines from the knowledge base and forward to mortgage@bank.com with 'Mortgage-Inquiry' label.