Customer support use cases

Morning inbox triage into labeled queues

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

A weekly list of emails still waiting on you

Once a week SI finds threads where a customer, client or vendor is still waiting for your reply, and lists them with a suggested next step.

Answering 'where is it?' questions from your own records

When a customer asks about the status of an order, job, repair or application, SI looks it up in your system and drafts an accurate reply.

Refunds, returns and cancellations checked against your policy

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

Building an FAQ from answers you have already written

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

Replies to online reviews and public comments

SI watches reviews, comments and messages on your public pages, flags the ones worth answering, and drafts replies in your voice.

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, and passes anything unusual to a person with the conversation attached.

After-hours and busy-time phone coverage

A voice assistant answers calls you would miss, handles common questions, takes detailed messages or requests, and sends staff a summary.

Monthly themes from customer questions, complaints and surveys

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

Appointment confirmations, reminders and reschedules

SI sends approved confirmation and reminder messages, handles reschedule requests against your real calendar, and keeps the schedule current.

Turning incoming work and maintenance requests into scheduled jobs

SI turns work requests from email, forms and messages into job tickets, sorts them by urgency, and drafts a schedule and customer updates.

Reviewing and rewriting your automated emails

SI reviews the emails your systems send automatically, such as welcomes, booking confirmations and follow-ups, and drafts clearer replacements.

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.

After-hours inquiry triage with clear "not legal advice" handling

Overnight calls and web forms are sorted into queues, with deadlines flagged and a short acknowledgment drafted from the firm's approved wording.

Admin and operations help for solo attorneys and small firms. SI drafts and organizes; attorneys review and decide. No legal advice, no filing-ready work product, and client confidentiality comes first.

Intake summaries and conflict-check prep

SI turns an intake form or email into a one-page summary and a name list formatted for the firm's existing conflict-check process.

Admin and operations help for solo attorneys and small firms. SI drafts and organizes; attorneys review and decide. No legal advice, no filing-ready work product, and client confidentiality comes first.

New-client onboarding checklists

Each new matter gets a checklist from the firm's own template, with open steps nudged and the welcome email drafted from approved wording.

Admin and operations help for solo attorneys and small firms. SI drafts and organizes; attorneys review and decide. No legal advice, no filing-ready work product, and client confidentiality comes first.

Client status updates, attorney-approved

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

Admin and operations help for solo attorneys and small firms. SI drafts and organizes; attorneys review and decide. No legal advice, no filing-ready work product, and client confidentiality comes first.

Appointment reminders and no-show reduction

SI drafts short confirm and reschedule reminders from the practice's own schedule and lists unconfirmed visits for staff each morning.

Admin and operations help for small practices. SI drafts, tracks and organizes; clinicians and staff review and decide. No medical advice or clinical decisions, and patient information stays in tools covered by a BAA.

New-patient intake packet and checklist

SI assembles the practice's own forms into one packet and a checklist of what is still missing before the visit.

Admin and operations help for small practices. SI drafts, tracks and organizes; clinicians and staff review and decide. No medical advice or clinical decisions, and patient information stays in tools covered by a BAA.

Referral tracking and closing the loop

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

Admin and operations help for small practices. SI drafts, tracks and organizes; clinicians and staff review and decide. No medical advice or clinical decisions, and patient information stays in tools covered by a BAA.

After-hours inquiry triage with clear "not medical advice, call 911" handling

SI sorts overnight messages into queues, flags anything urgent for a person, and uses only one pre-approved acknowledgment.

Admin and operations help for small practices. SI drafts, tracks and organizes; clinicians and staff review and decide. No medical advice or clinical decisions, and 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 labeled for staff review and routes it to the right person.

Admin and operations help for small practices. SI drafts, tracks and organizes; clinicians and staff review and decide. No medical advice or clinical decisions, and 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 and drafts generic book-a-visit reminders for staff to send.

Admin and operations help for small practices. SI drafts, tracks and organizes; clinicians and staff review and decide. No medical advice or clinical decisions, and patient information stays in tools covered by a BAA.

Review requests and public reply drafts

SI drafts a neutral review request for patients the practice chooses, and public replies that thank the reviewer and invite a call, without confirming anyone is a patient.

Admin and operations help for small practices. SI drafts, tracks and organizes; clinicians and staff review and decide. No medical advice or clinical decisions, and patient information stays in tools covered by a BAA.

Maintenance request intake and sorting

Requests become standard tickets with an urgent queue for the manager, and the acknowledgment tells tenants to call 911 in an emergency.

Admin and operations 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.

Tenant communication drafts for manager review

Routine notices are filled from the manager's approved templates and labeled as drafts, with a log of what was prepared.

Admin and operations 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 completeness checklist

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

Admin and operations 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.

Missed-call text-back and inquiry capture

A missed call gets the owner's pre-approved informational reply, and every number is logged on a callback list.

Office help for HVAC, plumbing, roofing, electrical, landscaping, pool and cleaning businesses. SI drafts, tracks and reminds; the owner approves every quote and message. No pricing promises, no safety or code advice, and customers' information stays private.

Review requests and review-reply drafts for owner approval

SI drafts a short review request for completed jobs the owner chooses, and calm reply options to public reviews for the owner to edit.

Office help for HVAC, plumbing, roofing, electrical, landscaping, pool and cleaning businesses. SI drafts, tracks and reminds; the owner approves every quote and message. No pricing promises, no safety or code advice, and customers' information stays private.

Warranty and maintenance reminder drafts

From install, service or warranty dates the owner provides, SI drafts seasonal maintenance messages for approval.

Office help for HVAC, plumbing, roofing, electrical, landscaping, pool and cleaning businesses. SI drafts, tracks and reminds; the owner approves every quote and message. No pricing promises, no safety or code advice, and customers' information stays private.

After-hours call and message sorting

Overnight messages are sorted into queues, with gas, fire, smoke or flooding flagged for the owner and one approved acknowledgment.

Office help for HVAC, plumbing, roofing, electrical, landscaping, pool and cleaning businesses. SI drafts, tracks and reminds; the owner approves every quote and message. No pricing promises, no safety or code advice, and customers' information stays private.

Client document chasing

From the firm's checklist, SI keeps a per-client list of outstanding items and drafts reminders in the firm's voice.

Admin and operations help for small CPA, tax and bookkeeping firms. SI chases, organizes and drafts; professionals review, sign and decide. No tax advice, no filings, and client data stays protected under your firm's security plan.

New-client intake organization

New-client files are organized from the firm's templates, with a one-page summary of what has and has not been received.

Admin and operations help for small CPA, tax and bookkeeping firms. SI chases, organizes and drafts; professionals review, sign and decide. No tax advice, no filings, and client data stays protected under your firm's security plan.

Client status updates for preparer approval

From the firm's workflow status, SI drafts a short, plain update for the preparer to approve, with a weekly list of clients awaiting responses.

Admin and operations help for small CPA, tax and bookkeeping firms. SI chases, organizes and drafts; professionals review, sign and decide. No tax advice, no filings, and 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, and drafts a short follow-up from the actual cart, for you to send only if the customer is allowed to hear from you.

Shipping exceptions and a 'where is my package' watch

SI watches carrier scans for exceptions, failed deliveries, and stalled tracking, and prepares a short list plus a draft note before the customer has to ask.

Returns and exchange handling prep for the warehouse

SI turns an approved return or exchange into a warehouse checklist: what should come back, whether it can be restocked, and whether the swap SKU is actually on hand.

Customer-service macros drafted from past tickets

SI groups past helpdesk tickets, turns the clearest replies into draft macros with the merge fields you use, and leaves publishing the macros to you.