Register, classify and route letters by conversation

What moves

The Copilot reads the correspondence register and, after confirmation, classifies, routes and approves items on a person's behalf.

Before you start

• Correspondence Register and AI Copilot in your plan
• An AI provider set up for your company
• The person holds the permission the action needs

Step by step

1. Correspondence officerAI Copilot

   Asks which incoming letters are unclassified.

   You see:The Copilot lists them.

2. Correspondence officerAI Copilot

   Asks to classify one as a complaint and route it to the legal team.

   You see:Cards show the changes and wait for Run.

3. Correspondence officerCorrespondence Register

   Runs each card after checking it.

   You see:The item is classified and routed, and the next person sees it in their queue.

Related

• AI Copilot
• Correspondence Register
• Scanned documents are turned into page images for import
• Scanned invoices and charts become records you review
• Send an announcement and read your inbox by conversation
• An employee asks for a salary advance and payroll decides
• Leave is filed and approved through the Copilot
• Connections between modules