Customer Ops / Sales
Invoice Query Auto-Responder
Customer invoice questions answered straight from your CRM as a drafted reply — with a human approving every send.
The problem
Sales and support inboxes fill with the same question: “what's the status of my invoice?” Each one means reading the email, finding the invoice in the CRM, checking payment status, and writing a reply. Repetitive, interruptive, and slow when volume spikes.
Our approach
An agent polls the shared inbox, classifies each email by intent, and — for payment-status questions — looks up the invoice in the CRM and drafts a reply from the real data. Every draft goes to a human in the messaging app to approve, edit, or reject before anything sends. Disputes and refunds skip auto-draft and route straight to a person. The sender is cross-checked against the customer on record before any “paid” reply, and every action is logged.
How it works
Where the AI agent acts, and where a human stays in the loop.
New customer email
The agent polls a shared sales/support inbox for unread messages.
AI agent classifies intent
Labels each email and extracts the invoice number; low-confidence cases are flagged.
Route by intent
CRM lookup + identity check
Fetches status, amount, balance, and due date; cross-checks the sender against the customer on record.
AI agent drafts the reply
Builds a reply from a template filled with the real CRM data.
Human approves in the messaging app
Shown the original email, the drafted reply, and the CRM data — then approve, edit, or reject.
Want something like this for your team?
We'll find one workflow worth automating and the ROI behind it. No slides.