Every inbound email — across centralised and individual inboxes — is tracked, classified, and where possible routed to a workflow with a draft task. Phase 1: triage, track, acknowledge. Replies still go from Outlook.
Phase 1Receive · classify · allocate · acknowledge. AI triages every email, allocates to a client-facing or internal workflow, creates the first task with the right delegation, then sends the sender an automated acknowledgement with a tracking link. Reply & respond in-system ships in Phase 2/3.
Hi Tom — I'm Resvu AI. I can answer portfolio questions, draft emails, create records, and run reports. Try a quick prompt or type @ to mention a record.