It acts. You set the boundaries.

Portal lead first touch

Zillow and Realtor.com leads cost $200+ each and go to whoever replies first — but you're at a showing when they land, and by the time you're back they've booked another agent.

• Allow-list: portal domains
• Confidence ≥ 85%
• 5-min undo
• Escalate-if: offer, price

Showing time confirmations

A buyer picks their showing slot and waits — if you don't confirm fast they wonder if you got it and start texting other agents.

• Allow-list: current buyers
• Working hours 9–5 Mon–Fri
• 5-min undo
• Full audit

First-timer FAQ replies

First-time buyers ask the same ten process questions constantly, and every unanswered "what's earnest money?" at 10pm chips away at their confidence in you.

• Allow-list: active buyers
• Confidence ≥ 88%
• Escalate-if: contract, legal
• 5-min undo

After-hours lead capture

Most portal leads come in after 6pm — if you have a working-hours-only rule, you're handing those leads to whoever doesn't.

• Allow-list: portal domains
• Working-hours-only: off
• Confidence ≥ 85%
• 5-min undo

Open house RSVP

Prospects email "can I stop by Saturday?" and then show up anyway — or don't show up at all — because nobody replied with clear details.

• Confidence ≥ 85%
• 5-min undo
• Escalate-if: offer
• Full audit

Lender referral intro

Every day a buyer waits to get pre-approved is a day they might fall in love with a listing they can't actually make an offer on.

• Variable: {preferred_lender}
• Confidence ≥ 88%
• Escalate-if: rate, terms
• 5-min undo

Document acknowledgment

A buyer emails a signed disclosure and hears nothing for hours — so they re-send it, call you, and start worrying the deal is falling apart.

• Allow-list: current buyers
• Escalate-if: contingency, escrow
• 5-min undo
• Full audit

Duplicate-portal dedupe reply

When the same buyer inquires twice from different portals, two separate cold responses make you look like you're running a call center, not their agent.

• Allow-list: portal domains
• Confidence ≥ 85%
• 5-min undo
• Escalate-if: price

Neighborhood info requests

Relocating buyers need local detail fast — if they have to ask twice or wait a day, they start researching other markets and other agents.

• Reference file: area guide
• Confidence ≥ 85%
• Escalate-if: offer, price
• 5-min undo

Global pause during closings

Closing weeks are too high-stakes for any automated reply — one misworded send on the wrong day can unravel weeks of work.

• Global pause: on
• Full audit
• Every send reversible
• Escalate-if: escrow

Seller prep checklist reply

A seller who asks "what do I need to do before listing?" at 9pm needs a checklist, not a voicemail — and whoever answers that question first earns the listing appointment.

• Allow-list: seller leads
• Reference file: pre-listing checklist
• Escalate-if: price, timeline
• 5-min undo

Post-showing feedback request

Buyers tour a home and their feedback goes cold — the seller asks you what they thought and you have nothing, which makes the whole relationship feel stalled.

• Allow-list: buyer's agents
• Confidence ≥ 85%
• Escalate-if: offer, interest level
• 5-min undo

Price-reduction acknowledgment

After a price reduction, buyers watching the listing get a notification — if the first agent to follow up is you, you have the momentum.

• Allow-list: prior inquiries
• Confidence ≥ 85%
• Escalate-if: offer, showing request
• 5-min undo

First-to-reply on portal leads

A shared purchase lead fills out forms for four to seven lenders at once — whoever sends the first credible reply almost always gets the call.

• Allow-list: lead-source domains
• Confidence ≥ 85%
• 5-min undo
• Working-hours-only: off

Missing-condition nudges

Underwriting conditions pile up and the borrower doesn't know what they owe you — every day a file sits without documents is a day closer to an expired rate lock.

• Allow-list: active borrowers
• Confidence ≥ 85%
• Escalate-if: rate, APR, terms
• Audit on

After-hours pre-qual questions

A borrower researching at 11pm hits you with "what do I need to get pre-qualified?" — if they get no answer tonight, they'll have a competitor's checklist by morning.

• Allow-list: known contacts
• Confidence ≥ 90%
• Escalate-if: rate, quote, APR
• 5-min undo

Doc-received acknowledgements

A borrower emails their W-2 and hears nothing — so they re-send it two days later and wonder whether the file is even moving.

• Allow-list: active borrowers
• Confidence ≥ 85%
• Don't: imply approval
• Audit on

Realtor status pings

A buyer's agent emailing "any update on financing?" ten times a week isn't being difficult — they're covering themselves, and silence from you damages the referral relationship.

• Allow-list: co-op agents
• Confidence ≥ 85%
• Escalate-if: closing date
• 5-min undo

Appraisal-ordered updates

Everyone on the transaction is anxious about appraisal timing, and when the AMC emails you it often sits unread while buyers and agents speculate.

• Allow-list: AMC + party
• Confidence ≥ 85%
• Escalate-if: value, low appraisal
• Audit on

Rate-lock confirmations

A borrower who just locked doesn't know it's official until they see it in writing — and lock-expiry surprises cost closings.

• Allow-list: active borrowers
• Confidence ≥ 90%
• Escalate-if: relock, extension
• 5-min undo

Closing-week logistics

A borrower who doesn't know the closing time, location, or wiring caution until the night before is a borrower who shows up late, wires to the wrong account, or panics.

• Allow-list: title partners
• Confidence ≥ 90%
• Do: include wire-fraud warning
• Audit on

Duplicate-lead dedupe reply

A borrower you're mid-process with re-appears as a portal lead and gets a generic cold intro — that tells them you weren't tracking their file.

• Allow-list: lead-source domains
• Confidence ≥ 85%
• Don't: send cold intro to open file
• 5-min undo

Global pause during rate volatility

On a fast-moving rate day, a single auto-sent reply that brushes a rate topic can put compliance-sensitive words in writing at the worst moment.

• Global pause: on
• Reversible
• Audit on
• Escalate-if: rate, points

Pre-qual checklist after inquiry

A buyer who fills out a contact form at 8pm wants the document checklist tonight — by tomorrow morning they've already uploaded it to a competitor's portal.

• Allow-list: new contact domains
• Reference file: intake checklist
• Escalate-if: rate, payment, amount
• 5-min undo

Title-insurance reminder

Borrowers often forget to choose their title company until it becomes a closing bottleneck — and an unread email from you three weeks ago doesn't count as a reminder.

• Allow-list: active borrowers
• Confidence ≥ 85%
• Escalate-if: title fees, costs
• 5-min undo

Clear-to-close notification

The moment CTC is issued is the moment the borrower's anxiety peaks — and if you're in back-to-back calls, that milestone sits unshared for hours.

• Allow-list: processor domain
• Confidence ≥ 90%
• Escalate-if: subject to, conditional
• Audit on

ID card resend

A policyholder emails for their ID card while pulled over or at a dealer — every minute they wait is a minute you look unavailable.

• Allow-list: active policyholders
• Confidence ≥ 85%
• 5-min undo
• Escalate-if: new vehicle, address change

COI to known vendor

A landlord or lender emails for a COI and your policyholder needs it processed before a lease signing or loan closing that afternoon.

• Allow-list: known COI requesters
• Confidence ≥ 85%
• 5-min undo
• Escalate-if: additional insured, limit change

Renewal reminder nudge

A policyholder who hasn't looked at their renewal notice ten days out is one lapse away from a gap in coverage — and a call to a competitor.

• Allow-list: renewing policyholders
• Working-hours-only
• 5-min undo
• Escalate-if: cancel, shopping, non-renew

Quote follow-up ping

A quote that sits for three days without a follow-up is a quote that goes cold — and auto-insurance searches are rising fast, so there's no shortage of alternatives.

• Allow-list: quoted prospects
• Confidence ≥ 85%
• 5-min undo
• Escalate-if: bind, change coverage, price

Payment receipt ack

A policyholder pays their premium and hears nothing — so they email "did you get my payment?" on a day you're already buried.

• Allow-list: paying policyholders
• Confidence ≥ 85%
• 5-min undo
• Audit + reversible

Appointment confirmations

Review-call scheduling threads bounce back and forth for days when a simple confirm-or-reschedule should close in one reply.

• Allow-list: booked policyholders
• Working-hours-only
• 5-min undo
• Escalate-if: claim, coverage, quote

Document-received ack

A client sends signed forms and then emails two days later asking "did you get everything?" — because nobody confirmed receipt.

• Allow-list: policyholders
• Confidence ≥ 85%
• 5-min undo
• Escalate-if: missing form, unreadable

After-hours acknowledgment

A policyholder emails after hours about what might be an active loss — silence until morning leaves them without the claims number they need right now.

• Working-hours-only trigger
• Confidence ≥ 85%
• 5-min undo
• Escalate-if: accident, loss, emergency

Cross-sell interest reply

An existing auto client who asks about bundling home coverage is already halfway sold — a slow or vague reply sends them to a comparison site instead.

• Allow-list: existing clients
• Confidence ≥ 85%
• 5-min undo
• Escalate-if: property details, quote request

Referral thank-you

A client introduces a friend and then waits to see if your office even noticed — a thank-you that takes two days signals that referrals aren't really valued here.

• Allow-list: clients
• Confidence ≥ 85%
• 5-min undo
• Audit + reversible

Lapse reinstatement intake

A policyholder who let coverage lapse and is now scrambling to reinstate is already stressed — a slow first reply from your office adds to the urgency and drives them to a competitor.

• Allow-list: former policyholders
• Confidence ≥ 85%
• 5-min undo
• Escalate-if: loss during lapse, claim

Home-sale mortgage payoff COI

A client selling their home needs a certificate confirming coverage for the closing — if the request sits until the next business day, it can delay a transaction that has a hard deadline.

• Allow-list: title companies
• Confidence ≥ 85%
• 5-min undo
• Escalate-if: additional insured, limit change

Policy-documents resend

A policyholder emails "I can't find my declarations page" and waits — meanwhile they need it for a landlord, a lender, or a registration renewal.

• Allow-list: active policyholders
• Confidence ≥ 85%
• 5-min undo
• Escalate-if: coverage discrepancy, change request

After-hours wifi request

Every host knows the midnight 'what's the wifi?' text — you lose sleep, your response time ticks up, and your Superhost clock is always running.

• Allow-list: confirmed guests
• 24/7 (working-hours off)
• Confidence floor 85%
• Escalate-if: refund, broken

Check-in time confirm

Arrival-day questions pile up in the hours before check-in, each one pulling your attention away from real problems.

• Allow-list: confirmed guests
• 24/7 (working-hours off)
• 5-min undo
• Escalate-if: early check-in, late checkout

Door code delivery

A guest stuck outside at 10pm is one call away from a bad review — and that call always comes when you're unavailable.

• Allow-list: confirmed guests
• 24/7 (working-hours off)
• Escalate-if: not working, locked out
• Reversible + audit

Parking directions

Parking questions are asked by almost every arriving guest, and each one is an identical interruption you answer from memory.

• Allow-list: confirmed guests
• 24/7 (working-hours off)
• Confidence floor 85%
• Audit trail

Checkout instructions

Vague departure guidance leads to missed steps, late checkouts, and cleaners waiting at the door.

• Allow-list: confirmed guests
• 24/7 (working-hours off)
• Escalate-if: lost item, damage
• 5-min undo

Trash day question

Mid-stay questions like this feel trivial but add up to 3–5 hours a day of messaging across a portfolio.

• Allow-list: confirmed guests
• 24/7 (working-hours off)
• Confidence floor 85%
• Reversible

Amenity location

The same 'where is the...' questions hit every property, every stay, and answering them manually is time you'll never get back.

• Allow-list: confirmed guests
• Global pause available
• 5-min undo
• Audit trail

Late-checkout ask (held)

Saying yes to a late checkout without checking with your cleaner can blow the entire turnover window.

• Escalate-if: late checkout
• Route to you
• Confidence floor 85%
• Audit trail

Directions to the property

A guest calling for directions ten minutes from arrival is a stressful interruption — and it happens on almost every first check-in.

• Allow-list: confirmed guests
• 24/7 (working-hours off)
• Confidence floor 85%
• Reversible + audit

Pet-policy question

Inconsistent pet-policy answers across units are a liability — one wrong 'yes' and you have an unauthorized dog in a no-pets unit.

• Allow-list: confirmed guests
• Don't-forget: no pets unit 2
• Escalate-if: exception request
• Audit trail

Pre-arrival welcome message

A first message that arrives the morning of check-in sets the tone for the whole stay — and right now it only goes out if you remember to send it.

• Allow-list: confirmed guests
• Confidence ≥ 85%
• 5-min undo
• Escalate-if: refund, cancel
• Full audit

Pool or hot-tub hours

Shared-amenity questions are a nightly occurrence at multi-unit properties, and the answer is always the same — except when you have to type it from a dark room.

• Allow-list: confirmed guests
• 24/7 (working-hours off)
• Confidence ≥ 85%
• Global pause available
• Full audit

Noise-complaint acknowledgment

A neighbor noise complaint that goes unanswered for two hours can become a platform strike — your fastest move is an immediate acknowledgment while you investigate.

• Allow-list: confirmed guests
• 24/7 (working-hours off)
• Confidence ≥ 85%
• Escalate-if: threat, police, review
• 5-min undo
• Full audit

Application acknowledgment

Every application that sits unacknowledged for more than an hour signals to the candidate that a faster agency is out there.

• Allow-list: inbound applications
• Confidence ≥ 85%
• 5-min undo
• Escalate-if: salary, sponsorship

Interview slot confirm

A candidate who picks a slot and then waits hours for a confirm starts shopping other offers.

• Allow-list: active candidates
• Working-hours-only
• Confidence ≥ 85%
• Escalate-if: reschedule, conflict

Ghosting nudge

Texts get an 8× higher response rate than email — but when all you have is an inbox, the re-engage nudge either goes out fast or it doesn't go at all.

• Allow-list: screened candidates
• Single nudge cap
• 5-min undo
• Audit on

Timesheet chase

A contractor who missed the timesheet cutoff is a payroll problem waiting to happen — and chasing it manually eats the same time every week.

• Allow-list: active placements
• Working-hours-only
• Escalate-if: dispute, dispute hours
• Reversible

Onboarding doc chase

Missing right-to-work or bank details on a start date is a scramble that reflects badly on your desk, not the candidate.

• Allow-list: pre-start placements
• Confidence ≥ 85%
• 5-min undo
• Escalate-if: cannot provide

Availability re-check

A placeable candidate you shortlisted three months ago is already taking calls from other agencies — your bench only stays warm if you stay in touch.

• Allow-list: bench candidates
• Confidence ≥ 85%
• Escalate-if: rate, notice period
• Audit on

Reference request

Reference collection is the step that stalls most offers — starting it automatically the moment a candidate reaches offer stage buys you days.

• Allow-list: offer-stage candidates
• Working-hours-only
• 5-min undo
• Escalate-if: offer, counter-offer

Job-alert dedupe reply

A candidate who applies to two of your reqs and gets two identical auto-replies looks like a number, not a person — one consolidated reply is the professional move.

• Allow-list: inbound applications
• Confidence ≥ 85%
• 5-min undo
• Global pause available

Not-a-fit close-out

Clear-miss applications that sit unresponded for weeks damage your agency's reputation with candidates who talk to each other.

• Allow-list: clear rejections
• Confidence ≥ 85%
• 5-min undo
• Escalate-if: borderline, referral

Post-interview check-in

Candidate sentiment fades fast after an interview — waiting until the next day to follow up means you're capturing a dimmer signal.

• Allow-list: active candidates
• Working-hours-only
• 5-min undo
• Escalate-if: withdraw, decline

Placement start-date confirm

A placed candidate who hasn't received a start-date confirmation by the week before they're due to begin is already wondering whether the job is real.

• Allow-list: pre-start placements
• Confidence ≥ 85%
• 5-min undo
• Escalate-if: withdraw, relocate
• Working hours
• Full audit

Contractor holiday reminder

A contractor who forgets to submit a timesheet over a bank-holiday week creates a payroll gap that takes two pay runs to fix — and they blame the agency for it.

• Allow-list: active placements
• Confidence ≥ 85%
• 5-min undo
• Escalate-if: dispute, notice
• Working hours
• Full audit

Candidate status update request

Candidates ghost when they feel like they've gone quiet on you — a proactive status ping after five days of silence keeps them in the process and shows the desk is working.

• Allow-list: submitted candidates
• Confidence ≥ 85%
• 5-min undo
• Escalate-if: withdraw, accept elsewhere
• Working hours
• Full audit

Inspection request reply

The homeowner who emails you after a hailstorm is also emailing your two nearest competitors — the first reply with a real time slot wins the inspection.

• Allow-list: booked & past customers
• Confidence ≥ 85%
• 5-min undo
• Escalate-if: price, claim

Storm-lead speed reply

Storm leads cost $79–$200+ each — one that goes unanswered overnight because the owner was off the clock is money handed to the next truck on the list.

• Confidence ≥ 85%
• Working-hours-only: off
• Escalate-if: insurance, adjuster
• Reversible + audit

Appointment confirmation

An inspection slot proposed but never confirmed is a homeowner who books someone else while they're waiting to hear back from you.

• Allow-list: active threads
• Confidence ≥ 85%
• 5-min undo
• Escalate-if: reschedule, cancel

Quote follow-up nudge

97% of homeowners expect a callback within a week, and more than half expect one within two days — a quote that sits without a follow-up reads as disinterest.

• Allow-list: sent-estimate list
• Confidence ≥ 85%
• Escalate-if: price, discount
• 5-min undo

Warranty question triage

A past customer asking whether a small drip is covered shouldn't require a phone call — but it also can't be left to guess.

• Allow-list: past customers
• Confidence ≥ 85%
• Escalate-if: claim, denied, lawyer
• Reversible

Out-of-area decline

A callback to a homeowner 90 miles out of your radius wastes an estimator's time and a lead slot that could have gone to a job you can actually win.

• Confidence ≥ 85%
• Variable: {service_area}
• 5-min undo
• Audit

Review request send

Google reviews compound over time, but the window to ask is narrow — most homeowners are happy to leave one if asked while the job is still fresh.

• Allow-list: completed jobs
• Confidence ≥ 85%
• Working-hours-only: on
• 5-min undo

Material-delay heads-up

A homeowner who learns about a material delay from your crew at the door — not from you the day before — is a homeowner writing a one-star review.

• Allow-list: scheduled jobs
• Confidence ≥ 85%
• Escalate-if: refund, cancel
• Reversible + audit

Global pause on adjuster

An automated reply to an insurance adjuster that gets the claim details wrong doesn't just lose the job — it can complicate the entire claim.

• Escalate-if: adjuster, claim, RCV, ACV
• Global pause: claims
• Notify owner
• Audit

New-lead intake ack

A homeowner who sends damage photos and hears nothing for an hour is calling the next roofer on the list by the time you check your inbox.

• Confidence ≥ 85%
• Working-hours-only: off
• Escalate-if: price, emergency
• 5-min undo

Referral thank-you send

A homeowner who referred you a neighbor is doing your marketing for you — not acknowledging it is the fastest way to make sure they never do it again.

• Allow-list: past customers
• Confidence ≥ 85%
• 5-min undo
• Escalate-if: claim, refund
• Working hours
• Full audit

Job-completion check-in

97% of homeowners expect a callback within a week — reaching out two days after install shows you stand behind the work and catches any snag before it becomes a review.

• Allow-list: completed jobs
• Confidence ≥ 85%
• 5-min undo
• Escalate-if: leak, damage, dispute
• Working hours
• Full audit

Permit-status update

A homeowner who has to chase you for a permit update becomes a homeowner who doubts whether the job is running on schedule.

• Allow-list: active scheduled jobs
• Confidence ≥ 85%
• 5-min undo
• Escalate-if: denied, delay, rescheduled
• Working hours
• Full audit

After-hours consult inquiry

A consultation request at 9pm Friday sits untouched until Monday while the lead visits three competitors and books elsewhere — and the 5-minute window is already gone.

• Allow-list: new consult inquiries
• 24/7 (working-hours off)
• Confidence floor: 85%
• Escalate-if: reaction, complication, refund

Paid-social lead reply

You pay $7–25 per ad lead, but if the inbox isn't watched around the clock, paid clicks cool off before anyone answers.

• Allow-list: ad-lead senders
• Variable: {consult_fee}, {promo_details}
• 5-min undo
• Escalate-if: medical question

Service-menu pricing reply

Your front desk re-types the same price list a dozen times a day while juggling phones, walk-ins, and checkout.

• Context: service-menu (PDF)
• Confidence floor: 85%
• Reversible + audit
• Escalate-if: custom treatment plan

Pre-care instructions send

Patients preparing for injectables don't always remember to ask, and a missed blood-thinner warning turns a Friday appointment into a liability.

• Allow-list: booked patients
• Context: pre-care folder (verbatim)
• Guardrail: no medical advice beyond the sheet
• 5-min undo

Post-care follow-up

A patient with a genuine post-treatment concern emails at midnight and waits hours for reassurance — or escalates to a 1-star review instead.

• Context: post-care folder
• Escalate-if: reaction, swelling, pain, vision
• Confidence floor: 85%
• Audit every send

Reschedule handling

Every phone-tag reschedule is 10 minutes the front desk doesn't have during a packed clinic day.

• Allow-list: existing patients
• Working-hours-only
• 5-min undo
• Escalate-if: same-day cancellation fee

Appointment-confirmation replies

Every "yes, confirmed" reply that sits unread adds clutter the front desk has to manually clear between patients.

• Allow-list: reminder replies
• THEN markRead + archive
• Reversible
• Global pause available

Membership FAQ reply

Members expect to know what they're paying for, and a slow or inconsistent answer is the first step toward cancellation.

• Variable: {membership_benefits}
• Escalate-if: cancel, refund, billing dispute
• Confidence floor: 85%
• Audit trail

Hours & location questions

"What time do you open?" shouldn't take 8 hours to answer — but it does when the front desk arrives at 9am.

• Variable: {hours}, {address}, {parking}
• 24/7 (working-hours off)
• 5-min undo
• Escalate-if: clinical or pricing

Consultation intake nudge

A patient who shows up without completing their intake form adds 10 unplanned minutes to a consult that's already fully booked.

• Allow-list: booked, intake-missing
• Working-hours-only
• Reversible + audit
• Escalate-if: patient replies with a question

Seasonal promotion broadcast reply

When you run a seasonal promotion, the inbox floods with the same question — 'does the offer apply to my appointment?' — and every hand-typed answer takes time your front desk doesn't have.

• Allow-list: new inquiries
• Variable: {promo_details}, {promo_expiry}
• Confidence ≥ 85%
• Escalate-if: custom discount, refund
• Working hours
• Full audit

Waitlist slot notification

When a cancellation opens up a same-day slot, every hour it sits empty is revenue you already paid overhead to generate.

• Allow-list: waitlist patients
• Variable: {open_slot_time}, {booking_link}
• Confidence ≥ 85%
• 5-min undo
• Escalate-if: clinical question
• Working hours
• Full audit

Post-consult booking nudge

A patient who attended a consult but hasn't booked their treatment within a few days is likely comparing prices with competitors who are already in their inbox.

• Allow-list: post-consult, no-treatment-booked
• Variable: {booking_link}, {consult_offer}
• Confidence ≥ 85%
• 5-min undo
• Escalate-if: clinical question, complaint
• Working hours
• Full audit

Acknowledge documents received

When a client sends their W-2 and gets silence back, they email again to confirm it arrived — adding noise to the inbox you're already buried in.

• Allow-list: active clients
• Confidence ≥ 85%
• 5-min undo
• Escalate-if: audit, IRS notice
• Audit + reversible

Chase missing documents

When inbound volume rises 200–300% between January and April, manually tracking which client still owes you a 1099 is the bottleneck that stalls returns.

• Allow-list: active clients
• Working-hours only
• Confidence ≥ 85%
• Escalate-if: audit, amended return

Send engagement letter

Returning clients who say yes to proceeding expect momentum — a same-day engagement letter keeps intake moving before the January rush peaks.

• Allow-list: prior-year clients
• Attach: engagement letter PDF
• 5-min undo
• Escalate-if: scope change

Extension notice

Clients approaching the deadline without complete documents assume you'll handle it — and they confuse filing extensions with payment extensions.

• Allow-list: flagged incomplete
• Working-hours only
• Confidence ≥ 85%
• Escalate-if: balance due question

E-file confirmation

A client whose return was just accepted hears nothing until you get around to telling them — adding unnecessary anxiety in an already stressful season.

• Allow-list: active clients
• Confidence ≥ 85%
• 5-min undo
• Escalate-if: rejected, resubmit

Portal upload nudge

You're drowning in 'just following up on those statements' emails — and the clients who promised to send docs days ago are the same ones stalling your returns.

• Allow-list: active clients
• Working-hours only
• Confidence ≥ 85%
• Reversible + audit

Organizer reminder

Every returning client who doesn't start their organizer early means a chaotic scramble later — and you have to chase each one by hand when volume is already high.

• Allow-list: prior-year clients
• Attach: organizer PDF
• Confidence ≥ 85%
• Escalate-if: life event mentioned

Estimated-payment reminder

Quarterly estimated-tax deadlines don't pause for busy season — a missed reminder means a client penalty that lands squarely on the firm's reputation.

• Allow-list: estimated-payment clients
• Working-hours only
• 5-min undo
• Escalate-if: amount question

Refund status reply

You answer 'where's my refund?' a dozen times a day when inbound is at its peak — it's the question that doesn't need a preparer but eats preparer time anyway.

• Allow-list: filed clients
• Confidence ≥ 85%
• Escalate-if: amount discrepancy, offset

Global pause at deadline

The hours around a filing deadline are when a mistimed automated reply can do real damage — you need instant control without turning automation off permanently.

• Global pause
• Reversible
• Full audit trail
• Escalate-if: audit, IRS notice

Signature request follow-up

A return that can't be filed because a client hasn't signed the 8879 is sitting idle while the deadline ticks — and most clients just forget.

• Allow-list: active clients
• Confidence ≥ 85%
• 5-min undo
• Escalate-if: question about the return, balance due
• Working hours
• Full audit

Out-of-office season reply

Inbound rises 200–300% between January and April, and a client who emails expecting a same-day response deserves to know when to realistically expect to hear back — silence looks like neglect.

• Allow-list: all clients and prospects
• Confidence ≥ 85%
• 5-min undo
• Escalate-if: IRS notice, audit, urgent
• Working hours
• Full audit

Post-season check-in

Once filing season ends, the clients who hear nothing until next January are the easiest ones to lose — a brief post-season touchpoint costs almost nothing to send.

• Allow-list: filed clients
• Confidence ≥ 85%
• 5-min undo
• Escalate-if: question about the return, amendment
• Working hours
• Full audit

WISMO auto-reply

WISMO is roughly 20% of all your support tickets — and a 24-hour wait to find out where an order is is a churn event you can't undo.

• Allow-list: verified customers
• 24/7 (working-hours off)
• 5-min undo
• Escalate-if: refund, chargeback, lost

Tracking link resend

A customer who can't find their tracking email will email support next — adding a ticket for something that takes 10 seconds to fix.

• Confidence floor: 85%
• Allow-list: known order emails
• Reversible + audited
• 5-min undo

Delivered-order nudge

A 'delivered but missing' claim that sits for hours without a response is already heading toward a dispute — a first reply in minutes changes that trajectory.

• Escalate-if: still missing, claim, refund
• 24/7 (working-hours off)
• 5-min undo
• Audit every action

Order-status by email

An unanswered 'has this shipped yet?' from an anxious buyer often turns into a cancel request — a preventable churn event.

• Allow-list: verified customers
• Confidence floor: 85%
• Global pause available
• Reversible

Sizing FAQ answer

A pre-sale sizing question that waits until the next morning is a cart that closes before your answer arrives.

• Folder: size guide (MD)
• 24/7 (working-hours off)
• 5-min undo
• Escalate-if: exchange, wrong size

Return-window check

A customer who doesn't know if they're still within the return window has to wait for you — and waiting breeds frustration before you've even seen the ticket.

• Folder: returns policy (MD)
• Escalate-if: refund, damaged, dispute
• 5-min undo
• Audited

Address-change window

An address change request that arrives after the label prints means a reship — catching it in minutes saves the cost entirely.

• Confidence floor: 85%
• Escalate-if: shipped, refund
• Working-hours-only
• Reversible

Restock question

A buyer who asks about a sold-out item and hears nothing either gives up or goes to a competitor — a missed chance to capture demand you already know exists.

• Folder: restock calendar (MD)
• 24/7 (working-hours off)
• 5-min undo
• Audited

Order-confirmation resend

A customer unsure whether their payment went through will keep checking — or file a dispute — if reassurance doesn't arrive fast.

• Allow-list: known order emails
• Confidence floor: 85%
• 5-min undo
• Reversible + audited

Care-instructions reply

Low-stakes product questions still take your time — and at volume, 'is this machine washable?' is just another task stacked on top of real support work.

• Folder: product FAQ (MD)
• 24/7 (working-hours off)
• Confidence floor: 85%
• 5-min undo

Bundle contents question

A customer who can't quickly confirm what's in a bundle before buying will either abandon the cart or buy and then complain — both outcomes cost you more than a fast answer would.

• Allow-list: all contacts
• Confidence ≥ 85%
• 5-min undo
• Escalate-if: custom bundle request, discount
• Working hours off
• Full audit

Gift message or personalisation check

A customer ordering a gift who isn't sure whether personalisation made it onto the order will email to confirm — and if you don't answer fast, they assume it didn't and panic.

• Allow-list: verified customers
• Confidence ≥ 85%
• 5-min undo
• Escalate-if: change request, wrong message
• Working hours
• Full audit

Loyalty or rewards balance question

A customer who can't figure out their points balance without emailing you is one step closer to deciding the loyalty programme isn't worth bothering with.

• Allow-list: known customers
• Variable: {loyalty_portal_link}
• Confidence ≥ 85%
• 5-min undo
• Escalate-if: balance dispute, missing points
• Working hours off
• Full audit

Discovery-call booking

A prospect who emailed at midnight asking to talk has already booked with a competing agency by the time you open your inbox in the morning.

• Allow-list: inbound discovery
• Confidence ≥ 85%
• Working-hours-only: off
• Escalate-if: budget, scope, retainer

Retained-client acknowledgements

Your retained clients send routine updates during the day and hear nothing back for hours because you're heads-down on delivery.

• Allow-list: retained clients
• Confidence ≥ 85%
• 5-min undo
• Escalate-if: scope, revision, deadline change

Asset-received confirmations

Clients who send brand assets never know if they landed — and a follow-up chase call wastes everyone's time.

• Allow-list: active clients
• hasAttachment
• Confidence ≥ 85%
• Audit: on

Newsletter and vendor triage

Newsletters and vendor blasts bury the actual client mail your team needs to act on.

• Allow-list: bulk senders
• listUnsubscribe present
• 5-min undo
• Global pause: available

Approval-chase nudges

Deliverables stall in client inboxes because you forget to follow up while juggling five other accounts.

• Allow-list: active clients
• Confidence ≥ 85%
• Working-hours-only: on
• Escalate-if: reject, hold, cancel

Out-of-scope guardrail

A casual 'can you also add a quick page?' in a client reply silently expands the project if no one catches it in time.

• Escalate-if: scope, add, extra, additional
• Confidence ≥ 85%
• Reversible: on
• Audit: on

After-hours prospect capture

A referral lead who filled in your contact form at 11pm is weighing three agencies — and the one that replies first sets the agenda.

• Allow-list: inbound leads
• Working-hours-only: off
• Confidence ≥ 85%
• 5-min undo

Invoicing FAQ deflection

You answer the same PO-number and payment-terms question for every client, every month.

• Allow-list: active clients
• Escalate-if: refund, dispute, overcharge
• Confidence ≥ 85%
• Audit: on

Status-update auto-send

Weekly status emails slip when delivery gets hectic, and clients who go quiet on you are usually plotting a switch.

• Allow-list: retained clients
• Working-hours-only: on
• 5-min undo
• Escalate-if: delay, blocked, at-risk

Global pause during launch

During a high-stakes campaign launch, one automated reply with wrong context can undermine client confidence at the worst moment.

• Global pause: on
• Reversible: on
• Audit: on
• Confidence ≥ 85%

Proposal-follow-up nudge

A proposal you sent two weeks ago has gone quiet, and every day you don't follow up is a day a competitor can fill the silence.

• Allow-list: warm prospects
• Confidence ≥ 85%
• Working hours: on
• Escalate-if: price, budget, contract
• 5-min undo
• Full audit

New-contact auto-introduction

When a client CC's a new stakeholder into a thread without explanation, an immediate professional reply sets the right tone before the relationship has a chance to go awkward.

• Allow-list: active clients
• Confidence ≥ 85%
• 5-min undo
• Escalate-if: complaint, POC change, scope
• Full audit

Contract-signed onboarding trigger

The window between a signed contract and a first human touchpoint is when buyer's remorse sets in — filling it with silence is a risk you can avoid.

• Allow-list: e-signature platforms
• Confidence ≥ 85%
• 5-min undo
• Escalate-if: scope, payment, terms
• Full audit

Inbound demo speed-to-reply

A demo request sits in your inbox unread while a competitor who replied first is already on a call with your buyer.

• Allow-list: open opportunities
• Confidence ≥ 85%
• 5-min undo
• Escalate-if: discount, contract

Meeting slot confirmation

A prospect picks a time and waits hours for a confirmation email you forgot to send between calls.

• Allow-list: active deals
• Working hours 9–6 Mon–Fri
• 5-min undo
• Full audit

Follow-up cadence nudge

Your follow-up cadence dies every time you have a busy week — and quiet prospects don't re-engage on their own.

• Allow-list: open opportunities
• Confidence ≥ 85%
• Escalate-if: pricing, budget
• 5-min undo

After-hours lead capture

The lead who filled in your form at 10pm gets nothing until morning — and likely hears from someone else first.

• Allow-list: inbound domains
• Working-hours-only: off
• Confidence ≥ 85%
• 5-min undo

Collateral send on request

A prospect asks for your one-pager mid-conversation and momentum dies while they wait a day for it.

• Reference file: sales collateral
• Confidence ≥ 88%
• Escalate-if: custom, SLA
• 5-min undo

Security questionnaire pointer

Every security question costs you 10 minutes re-typing the same answer from a PDF you have to hunt down.

• Reference file: security overview (PDF)
• Confidence ≥ 88%
• Escalate-if: contract, legal
• 5-min undo

OOO deal coverage

Active deals go cold while you're traveling because no one replies and the prospect assumes you're not interested.

• Allow-list: active deals
• Working-hours-only: off
• Escalate-if: deadline, urgent
• Full audit

Renewal reminder first touch

Renewal dates creep up unannounced and you're scrambling to start a conversation that should have begun months ago.

• Allow-list: renewal accounts
• Confidence ≥ 85%
• Escalate-if: cancel, discount
• 5-min undo

Duplicate inbound dedupe

A buyer submits twice and gets two replies from you — the kind of slip that reads as disorganized to a skeptical prospect.

• Allow-list: inbound domains
• Confidence ≥ 85%
• 5-min undo
• Escalate-if: pricing

Global pause during negotiation

One accidental automated send during a delicate negotiation can undercut your position or confuse the buyer.

• Global pause: on
• Full audit
• Every send reversible
• Escalate-if: contract

Trial-expiry check-in

A trial user who hits the expiry wall without hearing from you is deciding your product isn't worth pursuing — and they're doing it in silence.

• Allow-list: trial accounts
• Confidence ≥ 85%
• 5-min undo
• Escalate-if: discount, custom plan, contract
• Working hours: on
• Full audit

Referral thank-you send

A customer who refers a new lead and hears nothing back from you doesn't refer twice.

• Allow-list: active customers
• Confidence ≥ 85%
• 5-min undo
• Escalate-if: referral fee, contract, terms
• Full audit

Conference lead capture

The business cards and LinkedIn connects from a conference go cold within days if you don't reach out while the event is still top of mind.

• Allow-list: event inbound
• Confidence ≥ 85%
• 5-min undo
• Escalate-if: pricing, demo, scope
• Working hours: on
• Full audit

Password reset how-to

A locked-out customer who waits an hour for reset instructions has already started evaluating alternatives.

• Allow-list: known customers
• Confidence ≥ 88%
• 5-min undo
• Escalate-if: fraud, hacked

Ticket acknowledgment

A customer who submits a ticket and hears nothing for two hours doesn't know if anyone's working on it.

• Allow-list: known customers
• Confidence ≥ 85%
• 5-min undo
• Full audit

After-hours SLA cover

Your SLA clock runs overnight even when your team doesn't — and a missed first-response target puts you in breach.

• Allow-list: known customers
• Working-hours-only: off
• Confidence ≥ 85%
• 5-min undo

How-to from the KB

Your agents are re-typing the same documented answer dozens of times a day — time that could go to tickets that actually need a human.

• Folder: KB articles (MD)
• Confidence ≥ 88%
• Escalate-if: bug, refund
• 5-min undo

Bug report receipt

A customer who reports a bug and hears nothing assumes it was ignored — and says so publicly.

• Allow-list: known customers
• Confidence ≥ 85%
• Escalate-if: outage, data loss
• 5-min undo

Status page pointer

During an incident, duplicate 'is it down?' tickets pile up faster than any team can respond to them individually.

• Variable: {status_url}
• Confidence ≥ 85%
• Escalate-if: refund, credit, SLA
• 5-min undo

Doc link deflection

Sending a documentation link is the fastest resolution in support — but it still requires someone to find the right page and write the reply.

• Folder: KB articles (MD)
• Allow-list: known customers
• Confidence ≥ 90%
• Full audit

Billing invoice resend

An invoice resend request is the simplest ticket in the queue — and still takes an agent away from something harder.

• Allow-list: known customers
• Confidence ≥ 88%
• Escalate-if: refund, dispute, chargeback
• 5-min undo

Follow-up nudge

A ticket waiting on the customer for more detail ages silently in the queue and inflates your resolution time.

• Allow-list: open tickets
• Working hours 9–6 Mon–Fri
• Confidence ≥ 85%
• 5-min undo

Duplicate ticket merge note

The same issue spread across two threads means two agents risk giving the customer conflicting answers.

• Allow-list: known customers
• Confidence ≥ 90%
• Global pause available
• Full audit

Plan-tier FAQ answer

A customer asking which plan includes a specific feature right before an upgrade decision will interpret a slow reply as evidence you don't know your own product.

• Allow-list: known customers
• Confidence ≥ 88%
• 5-min undo
• Escalate-if: custom plan, enterprise, discount
• Working hours: off
• Full audit

Onboarding step guidance

A new customer stuck on an onboarding step at 9pm will either find the answer themselves, give up, or send a ticket — and the first reply they get shapes their entire first-week experience.

• Allow-list: new customers (< 30 days)
• Confidence ≥ 88%
• 5-min undo
• Escalate-if: data migration, configuration, billing
• Working hours: off
• Full audit

Resolved-ticket survey send

CSAT surveys sent days after resolution get lower response rates and less accurate feedback than one sent within minutes of the close.

• Allow-list: known customers
• Confidence ≥ 85%
• 5-min undo
• Escalate-if: thread reopen, complaint
• Variable: {csat_survey_link}
• Full audit

Investor intro requests

Warm intros cool off fast when you're heads-down and the acknowledgment sits in draft for two days.

• Allow-list: portfolio contacts
• Confidence ≥ 85%
• 5-min undo
• Escalate-if: term sheet, legal, wire

Customer status pings

Customers waiting hours for a first response lose confidence before you've even seen the email.

• Allow-list: customer domains
• Working-hours-only
• THEN routeToAgent
• Audit on

Scheduling back-and-forth

Three-email scheduling dances with investors and partners eat the scraps of focus time you have left.

• Allow-list: known contacts
• Confidence ≥ 85%
• Escalate-if: travel, on-site, all day
• Reversible

Candidate acknowledgments

Slow candidate loops lose you good people who read silence as disorganisation.

• Allow-list: active candidates
• Escalate-if: offer, salary, equity
• 5-min undo
• Audit on

Vendor renewals

Routine invoice reminders pile up in your inbox and none of them need a founder's eyes.

• Allow-list: current vendors
• Escalate-if: price increase, renewal terms
• THEN setTab receipts
• Reversible

Weekend guardrail

Without a hard boundary, something always goes out under your name at 11pm on a Sunday.

• Working-hours-only
• Global pause after hours
• 5-min undo
• Audit on

Press: polite defer

Leaving a journalist on read — even briefly — can mean your story gets written without you.

• Allow-list: press contacts
• Escalate-if: quote, on the record
• THEN markImportant
• 5-min undo

Duplicate-thread cleanup

The same request across two threads means two drafts, two replies, and double the context-switching.

• Confidence ≥ 85%
• THEN archive
• 5-min undo
• Reversible

Partnership triage

Partnerships go cold during a crunch week because there was no time to send the "yes, let's explore" reply.

• Allow-list: partner contacts
• Escalate-if: contract, budget, exclusivity
• Confidence ≥ 85%
• Audit on

Undo safety net

The fear of an autonomous send going wrong is what keeps founders from delegating their inbox at all.

• 5-min undo
• Audit on
• Reversible
• Confidence ≥ 85%

Warm-lead hold on weekends

A qualified inbound that arrives Saturday morning and gets buried under Monday's queue is a deal that never moves.

• Working hours
• Escalate-if: term sheet, contract
• 5-min undo
• Full audit
• snoozeUntil Monday 8am

Pilot-customer check-ins

Pilot users who feel ignored between onboarding and renewal quietly lose faith before you've had a chance to fix anything.

• Allow-list: pilot accounts
• Confidence ≥ 85%
• 5-min undo
• Escalate-if: cancel, competitor, bug
• Full audit

Conference-intro routing

Post-conference emails from people you met stack up while you recover, then go cold before you resurface.

• Allow-list: event contacts
• Confidence ≥ 85%
• 5-min undo
• Escalate-if: investment, partnership terms
• Full audit

Route receipts to file

Receipts landing in the exec's primary view are your problem to clear — and there are dozens of them every week.

• Allow-list: known receipt senders
• Confidence ≥ 85%
• 5-min undo
• Audit: every move logged

Silence newsletters

Marketing digests inflate the unread count every morning and crowd out the correspondence that actually needs a response.

• Allow-list: listUnsubscribe senders
• Working-hours-only
• 5-min undo
• Reversible

Accept scheduler invites

Filing routine meeting confirmations manually is the kind of low-value task that quietly fills your day.