Qualification & Assignment of Emails in CRM

Turn shared inbox chaos into seamless customer flows

Stop drowning in shared inboxes — let an autonomous AI agent triage, qualify, and dispatch every email directly in your CRM.

See it in action

The challenge

For many mid-sized and large companies, shared inboxes quickly turn into black holes: huge volumes, multilingual requests, attachments, and mixed topics.

Most teams rely on static rules, keyword triggers, or basic workflows but these rigid systems break down fast. They can’t interpret nuances in language or attachments, fail when customers mix topics in one message, and demand constant re-tuning every time a workflow changes. Instead of helping, they become fragile, hard to maintain, and leave gaps that only smart, context-aware AI can truly close.

The result: manual triage piles up, important requests sit in the wrong queue, and your backlog grows while SLAs slip.

Without smart, context-aware AI, you waste people-hours on reading, re-sorting, and fixing errors a drain on trust, speed and cost.

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How Yampa’s AI Agents Work

Yampa’s AI agent for email qualification and assignement sits at the front door of your shared inbox — 24/7, multilingual and trained on your unique workflows. Here’s what it does, step by step:

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Understands context and intent

  • It reads incoming emails, analyzes the text (including attachments if needed), and detects key elements: intent, topic, customer ID, sentiment, urgency level.

Extracts structured data

  • It picks out relevant information: order numbers, contract references, customer account details — ensuring that every piece of context is captured automatically.

Creates and enriches CRM tickets

  • Rather than just forwarding an email, the agent auto-generates a structured ticket, populates required fields (priority, category, tags), and includes relevant metadata.

Assigns to the right queue, team or person

  • Using your business rules, the agent dispatches the ticket to the right department (e.g. Billing, Technical Support, Legal) — or even directly to the person responsible if the case is complex.

Escalates critical cases instantly

  • The agent can flag anomalies or urgent requests that require immediate human review, ensuring nothing critical gets stuck in the system.

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Client exemple

A French proptech receiving 350+ syndic emails per day.

Before Yampa

  • Manual categorization and assignment by a dedicated team.

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After deployment

  • 50% of emails auto-classified and assigned with no human touch
  • Reliable categorization data powers clear insights on performance trends

Direct Benefits

Consistent, deep and high-quality assignment

Your AI agent ensures every email is correctly categorized and assigned at the right level of depth — no more errors or missed context. This means faster responses and SLAs systematically met, with no delays caused by messages sitting in the wrong folder overnight.

Real-time adaptation

New products, new teams, new categories? The agent adjusts its assignment logic dynamically, without manual rework — keeping your flows clean and efficient as your business evolves. Unlike rigid rule systems, it scales naturally as your operations grow.

Lower qualification costs

Reduce the cost of repetitive manual categorization. By automating qualification, you cut time spent on low-value triage and free up your team to handle higher-impact work.

Use next-gen customer care to take your business further

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