Email triage for vocational training providers
A training provider’s contact inbox receives everything unsorted: applicants, current learners, OPCOs demanding a document, complaints, auditors. The agent sorts, answers the recurring and routes the rest — a document requested by a funder never sits ten days unanswered.
In your day-to-day
- 01
Detecting funders’ document requests (attendance sheets, certificates, invoices) and replying with the document attached.
- 02
Routing applications to the right adviser, with the target course and likely funding already extracted.
- 03
Priority flagging of learner complaints — a sensitive point for Qualiopi — with an immediate acknowledgement.
How it works
- 1
Measure before sorting
We start by measuring the real flow: who writes, about what, what actually needs action. Sorting rules are built on that data — not on impressions.
- 2
Sort, extract, route
The agent classifies each message, extracts the useful data (references, amounts, deadlines) into your tools, and routes to the right person. Urgent items are flagged within minutes.
- 3
Answer the recurring
Acknowledgements, document requests, standard questions: the agent replies on its own within the approved fence. The rest lands pre-qualified in your team’s queue.
Typical results
95%
of messages classified and routed with no human involved
4 min
between an urgent message arriving and being flagged
0
client requests lost in the pile
Orders of magnitude observed in production; your diagnostic sets your own baseline and targets.
Frequently asked questions
Complaints matter for Qualiopi — does the agent log them?+
Yes: every detected complaint is acknowledged, timestamped and recorded in your complaint register — exactly what the auditor asks to see. Substantive handling stays with your team.
Can it answer document requests on its own?+
Yes for standard documents — attendance certificate, completion certificate, agreement, invoice — retrieved from your tools and sent in the right format. A missing or inconsistent document is flagged rather than sent blindly.
What if the agent misclassifies an important message?+
Rules are calibrated on your real flow and start in assisted mode: the agent proposes, your team validates, the agent learns. Autonomous sorting is only switched on once reliability is demonstrated — and everything stays browsable, nothing is deleted.
Does it work with Gmail, Outlook, a shared inbox?+
Yes — Gmail, Microsoft 365, IMAP, shared inboxes and aliases. The agent works inside your existing mailbox, without changing the address your clients know.
Is this the problem eating your team’s time?
Tell us how you work today — 30-minute call, then a free written diagnostic of what this agent would change for you, with numbers.
Get my free diagnostic