Email Agent

Customer enquiries, delivery follow-ups and staff handovers

Admin tools
Agent setup in progress

The interface is ready. Email connections and automatic processing are not connected yet.

View setup

Agent overview

A clear view of customer enquiries, delivery follow-ups and anything needing your help.

Checking service…15-minute checks planned
Needs your attention
—
Staff reviews and handovers
Waiting to be checked
—
Eligible customer conversations
Delivery follow-ups
—
Active tagged delivery chases
Completed today
—
Confirmed replies and closures

Needs your attention

Cases the agent needs a person to review.

View inbox →
ConversationStatusNext step
Your review queue will appear here

Connect the email service to show live conversations, reasons for handover and the next action.

Live email dataNot connected

Agent status

What is ready, and what needs connecting.

Setup
  • Agent websiteagent.wbxapps.co.uk
    Available
  • Job databaseQueue, send receipts and staff holds
    Not connected
  • Gmail & HiverConversations, replies and ownership
    Not connected
  • Knowledge baseAnswers and language-specific links
    Not connected
  • Automatic checksEvery 15 minutes once enabled
    Not enabled

Checking the website’s service status…

Latest activity

Confirmed actions and clear reasons when something needs help.

View activity →

Ready for the first check

Once processing is connected, this will show what the agent checked and what happened next.

Finish setting up

The next steps before this agent can handle emails.

  1. ✓
    Website and interface

    The new agent has its own address.

  2. 2
    Connect email and job storage

    Bring across send records and staff holds.

  3. 3
    Check the rules and knowledge

    Compare results before switching on.

  4. 4
    Enable the 15-minute checks

    Switch over to one active email agent.

View settings