What exactly does the Inbox Agent do?

The Workist Inbox Agent monitors your email inbox around the clock. It reads incoming emails and attachments and assigns them to flexibly definable categories. For inquiries about order status, product availability, or delivery status, the Inbox Agent searches the ERP system and product database for the requested information and prepares a draft reply directly in Outlook. Orders are automatically forwarded to the Workist Order Agent. Through the interplay of AI agents, orders can be transferred fully automatically from the email inbox to the ERP system.

Do I still need to forward emails manually?

No. The agent is directly connected to your email inbox and processes incoming emails automatically. Manual forwarding is no longer required.

What processes and formats does the Inbox Agent handle?

The Inbox Agent can handle emails related to order status inquiries, goods availability, deliveries, price inquiries, and product questions, and drafts email responses with the relevant information. The Workist Order Agent can process incoming orders and quote requests in the email inbox. The agents understand common email formats as well as a variety of file types such as PDFs, documents, spreadsheets, or image files in attachments.

How does Workist prevent incorrect bookings?

The AI agent validates all data against the master data in your ERP system and other databases such as SharePoint or product catalog. In case of errors or uncertainties, the human team is involved – and the AI learns from every piece of feedback.

Fully automatic order processing from the email inbox to the ERP system – how does that work?

The Workist Inbox Agent automatically detects incoming orders in the email inbox and forwards them directly to the Workist Order Agent. The Order Agent reads the order data, validates and enriches it with master data, and sends the result to the ERP system. This allows order creation to be completed entirely without human intervention – directly from the email inbox to the ERP.

What are the benefits of the Inbox Agent?

Your team no longer wastes time sorting and answering status inquiries in the email inbox. This allows them to focus on valuable customer interactions.

Inbox Agent: AI email automation for sales

Your Inbox Becomes a Profit Center

The Workist Inbox Agent transforms every email inbox from chaos into productivity. Working alongside your inside sales team, the agent answers inquiries in record time and takes over the time-consuming research of information. Look forward to a noticeably better customer experience and more time for value-creating customer interactions. By working in tandem with the Workist Order Agent, incoming orders can be processed fully automatically from the email inbox straight into your ERP system.

Automatic Categorization of Incoming Emails

The Inbox Agent recognizes the context of new emails and can automatically assign them to different categories. The categories can be defined individually. No more chaos in the email inbox.

Immediate Response to Status Inquiries

Email follow-ups about order status, delivery status, or product availability are very time-consuming to answer. The Inbox Agent automatically researches this information in your IT systems and prepares a suitable draft reply for your team.

Integrated with Your Company Knowledge

The Inbox Agent operates directly in your Outlook inbox and can be integrated with your ERP system, SharePoint, product catalog, and other knowledge sources.

Fully Automated Order Processing

When the Inbox Agent detects an incoming order, it can forward it directly to the Workist Order Agent for automatic order entry. From the email inbox straight into the ERP – creating orders has never been this fast and easy!

Immediate Relief for Your Team

Workist delivers immediate value. No complex IT projects and no tedious template training required. Get started right away!

"With the Inbox Agent from Workist, today over 80% of our incoming orders run fully automatically into SAP Business One, without interfering with our established processes. Each document previously took about 2 minutes of processing time; with our volume, that is about 16 hours per week that we have reclaimed and now invest in sales instead of document processing. For a company of our size, that is not just a nice-to-have, but a real gain in capacity."

Swen Jantzen

IT Administration / ERP Systems, AMPri

200+ industry leaders trust Workist

Your Inbox Becomes a Profit Center

Workist AI Agents in Practice

Frequently Asked Questions

No More Inbox Chaos