Lucy E-mail
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What it does
Lucy reads the case's support mailbox, sorts every message into a queue and drafts the replies and opt-out plans. Nothing is sent and no member record changes until a person approves it, and every step is written to the case's audit trail.
How much it does on its own
Pick a level. The steps below move between what it does alone and what it asks you first. Use the lock on a step to keep it asking, whatever the level.
Lucy also drafts the missing-information reply on her own; a person requests the plan and approves everything before anything leaves the building.
Runs on its own1
- Sort incoming mail into queuesReady to process, missing information, needs review
Asks you first4
- Draft missing-information repliesRiskyAsks the member for what is missing
- Plan complete opt-outsRiskyPrepares the steps that record the opt-out
- Send replies to class membersDestructiveFrom the case mailbox
- Update member recordsDestructiveIn the case's class list
Still at its starting level, 2.
Recent activity
What this assistant did, and what people decided about its work.