Answering customers

Morning inbox sort into labeled queues

Each morning SI sorts the shared inbox into clear queues. It flags what is urgent. It leaves draft replies for a person to review.

A weekly list of emails still waiting on you

Once a week SI finds threads still waiting on your reply. A customer, client, or vendor may be waiting. SI lists them with a suggested next step.

Answering where-is-it questions from your records

A customer asks about an order, job, repair, or application. SI looks it up in your system. Then it drafts an accurate reply.

Refunds, returns, and exchanges checked against your policy

SI checks each refund, return, cancellation, or reschedule request against your written policy. Then it drafts the answer for approval.

FAQ and reply drafts from answers you already wrote

SI reads past replies to customers. It groups the questions that keep coming up. Then it drafts a plain FAQ or help page for you to edit.

Review requests and replies

SI drafts a request for a review and a reply to a public review. You approve both before they go out.

A website or messaging chat assistant that hands hard cases to a person

SI answers common questions in chat from your own website and documents. It passes anything unusual to a person. The chat is attached.

Monthly themes from customer questions, complaints and surveys

SI groups a month of support messages, reviews, and survey answers by theme. It counts them. It suggests what to fix at the source.

Appointment confirmations, reminders, and no-shows

SI drafts a confirmation, a reminder, and a note when someone does not show. A person sends each one.

Reviewing and rewriting emails your systems send

SI reviews the emails your systems send on their own. These include welcomes, booking confirmations, and follow-ups. It drafts clearer replacements.

Progress updates for parents and families

SI turns a teacher's or program's notes into a short family update. A person approves it before a parent sees it.

Office help for teachers, tutors, and schools. SI drafts and organizes. A person approves anything sent to a student or parent. No grading decisions. Student records stay on the school's own equipment and accounts.

Replying to customers in English and Spanish

SI drafts a reply in the language the customer wrote in, English or Spanish, and leaves it for someone who can read that language to approve.

Intake and onboarding packets

Each new matter gets a checklist from the firm's own template. SI nudges open steps. It drafts the welcome email from approved wording.

Office help for solo attorneys and small firms. SI drafts and organizes. Attorneys review and decide. No legal advice. No filing-ready work. Client confidentiality comes first.

Client status updates

SI drafts a plain update from the attorney's own notes and the matter task list. It queues the draft for the attorney to edit and send.

Office help for solo attorneys and small firms. SI drafts and organizes. Attorneys review and decide. No legal advice. No filing-ready work. Client confidentiality comes first.

Referral tracking and closing the loop

SI tracks referrals in and out. It drafts routine status notes from approved wording. It lists open loops for staff each week.

Office help for small practices. SI drafts, tracks, and organizes. Clinicians and staff review and decide. No medical advice. No clinical decisions. Patient information stays in tools covered by a BAA.

Front-desk call summaries

From staff notes or an approved transcript, SI drafts a short call summary. The draft is labeled for staff review. It is routed to the right person.

Office help for small practices. SI drafts, tracks, and organizes. Clinicians and staff review and decide. No medical advice. No clinical decisions. Patient information stays in tools covered by a BAA.

Recall and preventive-visit outreach

SI builds a recall list from the practice's own rules. It drafts generic book-a-visit reminders for staff to send.

Office help for small practices. SI drafts, tracks, and organizes. Clinicians and staff review and decide. No medical advice. No clinical decisions. Patient information stays in tools covered by a BAA.

Tenant message drafts

SI fills routine notices from the manager's approved templates. Each one is labeled as a draft. SI also keeps a log of what was prepared.

Office help for agents, landlords, and small property managers. SI prepares drafts for the licensed agent or owner. They review and decide. SI does not lease, collect rent, screen or rank applicants.

Rental application missing-item checklist

Each application is checked against the manager's own form for missing items. SI drafts a neutral request and a log in the order received.

Office help for agents, landlords, and small property managers. SI prepares drafts for the licensed agent or owner. They review and decide. SI does not lease, collect rent, screen or rank applicants.

Client document chasing

From the firm's checklist, SI keeps a list of what each client still needs to send. It drafts reminders in the firm's voice.

Office help for small CPA, tax, and bookkeeping firms. SI chases, organizes, and drafts. Professionals review, sign, and decide. No tax advice. No filings. Client data stays protected under your firm's security plan.

Abandoned-checkout follow-up drafts from your store records

SI lists checkouts that were started and not finished. It drafts a short follow-up from the actual cart. You send only if the customer is allowed to hear from you.

Weather-driven rescheduling notices

When weather cancels outdoor work, a patio, or a market day, SI lists who is affected. It drafts the same-day notice for you to send.

Parent email drafts in the teacher's own voice

SI drafts parent emails and a weekly class note from the teacher's notes and saved wording. A person approves anything sent to a student or parent.

Office help for teachers, tutors, and schools. SI drafts and organizes. A person approves anything sent to a student or parent. No grading decisions. Student records stay on the school's own equipment and accounts.

Missing-assignment lists and gentle reminder drafts

SI builds a missing-work list from the gradebook export the teacher provides. It drafts a gentle reminder for the teacher to send.

Office help for teachers, tutors, and schools. SI drafts and organizes. A person approves anything sent to a student or parent. No grading decisions. Student records stay on the school's own equipment and accounts.

Field-trip permission and form chasing

SI keeps a checklist of permission slips and required forms. It drafts a reminder from approved wording for families who have not returned them.

Office help for teachers, tutors, and schools. SI drafts and organizes. A person approves anything sent to a student or parent. No grading decisions. Student records stay on the school's own equipment and accounts.

Parent-teacher conference scheduling drafts

SI offers conference times from the teacher's real open slots. It drafts confirmations for the teacher or office to send.

Office help for teachers, tutors, and schools. SI drafts and organizes. A person approves anything sent to a student or parent. No grading decisions. Student records stay on the school's own equipment and accounts.

Phone and text orders written into kitchen tickets

SI reads phone and text orders and writes them into a kitchen ticket the shop already uses. A person still checks anything unclear before the ticket is final.

Car repair requests sorted with a suggested slot

SI sorts car repair requests by year, make, and the problem the customer wrote. It drafts a reply with a suggested slot for a person to confirm.

Guest notes, check-in steps and cleaner lists from each booking

SI drafts guest messages, check-in steps, house rules, and cleaner lists from each booking. The host still sends them after a review.

Office help for agents, landlords, and small property managers. SI prepares drafts for the licensed agent or owner. They review and decide. SI does not lease, collect rent, screen or rank applicants.

Menu and allergy chat for restaurants

SI drafts chat replies from your menu, hours, allergy list, and delivery area. Hard questions go to staff. A person approves anything sent.

Trip checklists and welcome-back notes

SI drafts a trip checklist three days before you leave and a welcome-back note from the trip sheet. A person approves both before WhatsApp.

Rental prospect question replies from your listing sheet

Someone already asked about a unit. They write back with pets, parking, or still available. SI drafts the answer from your listing sheet. You send it.

Office help for agents, landlords, and small property managers. SI prepares drafts for the licensed agent or owner. They review and decide. SI does not lease, collect rent, screen or rank applicants.

Morning watch for late, stuck, and returned packages

Each morning SI flags tracking that is late, stuck, excepted, or headed back. You see it before the customer writes.

Heads-up delay emails when a shipment stalls

When tracking stalls, SI drafts a heads-up delay email from the scan on file. You approve it before it goes out.

Got-these, still-need-these replies after client uploads

A client drops files in the portal. SI checks them against the firm's list. It drafts a got-these, still-need-these note. Staff send it.

Office help for small CPA, tax, and bookkeeping firms. SI chases, organizes, and drafts. Professionals review, sign, and decide. No tax advice. No filings. Client data stays protected under your firm's security plan.

Tutoring session notes and parent progress summaries

After a session, SI turns the tutor's notes into a short parent summary in a consistent format, and the tutor approves it.

Office help for teachers, tutors, and schools. SI drafts and organizes. A person approves anything sent to a student or parent. No grading decisions. Student records stay on the school's own equipment and accounts.