Example Workflow
See how the AI assistant handles incoming emails and generates responses
John Smith
john.smith@example.com
Subject: Inquiry about Enterprise Plan Pricing
Hello,
I'm John Smith, CTO at TechCorp. We're currently evaluating different solutions for our company's needs, and your product has caught our attention.
We're particularly interested in your Enterprise Plan, but I couldn't find detailed pricing information on your website. Could you please provide me with information about:
- Enterprise Plan pricing structure
- What features are included in this plan
- Any volume discounts available for 100+ users
- Implementation and onboarding process
Also, is it possible to schedule a demo with one of your representatives this week? We're hoping to make a decision by the end of the month.
Thank you for your assistance.
Best regards,
John Smith
Chief Technology Officer
TechCorp
AI Analysis
Email received and processing started
Analyzing email content and intent
Identified as product inquiry (98% confidence)
Matched with "Product Inquiry Response" rule
Extracting key information from email
Generating personalized response
Response generated and ready to send
AI Reasoning
This email is clearly a product inquiry about our Enterprise Plan.
Key elements identified:
- Sender: John Smith, CTO at TechCorp (decision maker)
- Intent: Requesting pricing information for Enterprise Plan
- Specific questions: pricing, features, volume discounts, implementation
- Timeline: Decision by end of month (urgent)
- Request for demo: Yes, this week
This matches our "Product Inquiry Response" rule with high confidence (98%).
I'll generate a personalized response that addresses all specific questions while maintaining a professional tone appropriate for a C-level executive.
Your Company
sales@yourcompany.com
Subject: RE: Inquiry about Enterprise Plan Pricing - Information for TechCorp
Dear John,
Thank you for your interest in our Enterprise Plan. I'm happy to provide you with the information you requested for TechCorp's evaluation.
Enterprise Plan Pricing:
- Base pricing starts at $50 per user per month (billed annually)
- For organizations with 100+ users, we offer a 20% volume discount
- Custom pricing options are available based on specific requirements
Enterprise Plan Features:
- All features from our Professional Plan
- Advanced security controls and compliance features
- Dedicated account manager
- 24/7 priority support
- Custom integrations
- Advanced analytics and reporting
- Unlimited storage
Implementation and Onboarding:
- Dedicated implementation specialist
- Comprehensive onboarding program (2-4 weeks typical timeline)
- Custom training sessions for your team
- Data migration assistance
I'd be happy to schedule a demo with one of our senior solution architects this week. You can use this link to view available times and book directly on our calendar: https://yourcompany.com/demo-booking
Alternatively, I can arrange a call to discuss your specific requirements in more detail and provide a customized quote for TechCorp.
Please let me know if you have any other questions or if there's anything else you need to help with your evaluation.
Best regards,
Sarah Johnson
Enterprise Sales Manager
Your Company
Phone: (555) 123-4567
Follow-up Actions Taken
- Response sent automatically
- Added "Enterprise Lead" label
- Notification sent to sales team
- Added to CRM as high-priority lead
Response Rate
Percentage of similar inquiries that receive this response
Customer Satisfaction
Based on follow-up interactions and feedback
Conversion Rate
Percentage that convert to demo bookings
AI Improvement Suggestions
Response could be improved
Based on analysis of similar inquiries, I recommend adding information about case studies from similar companies in the technology sector. This has increased conversion rates by 15% in similar scenarios.
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