Receive
Connect a mailbox or send correspondence from another system.
Correspondence processing
SmartMail, built on Discover, brings classification, extraction, summaries and routing into one prebuilt, proven workflow. Configure it around your examples in your Azure environment.
Workflow in action
Automate sorting and copying. Capture useful information as structured data and put it to work across your process.
Connect a mailbox or send correspondence from another system.
Classify content, extract key facts and create summaries.
Send the results to the right system, record or next stage.
Keep structured data for automation, reporting and analysis.
Where configured, the workflow can flag potential complaints or information requests for confirmation.
Adapters and APIs
Connect through an adapter. An email can be categorised, summarised and passed into a case record with its key facts.
Send correspondence from new or existing systems and receive categories, summaries and facts for the next step.
Adapters are available for Outlook, SharePoint and SQL. Setup depends on the workflow, permissions and destination.
No-code configuration
Configure without writing code. Use your own examples and expected results.
Guide how your correspondence is classified and processed.
Review representative content and refine the configuration before use.
Test new versions and control publication. Keep a record of changes.
Reusable data
You own the structured, sovereign dataset each workflow creates. Reuse it for service planning, analytics and further automation.
See how much correspondence concerns each category.
Use extracted facts and summaries to explore common themes.
Analyse how those themes and volumes develop.
Ownership and governance
Own your correspondence and the datasets created from it.
Control access, test changes and retain versions and audit records. Documentation and test evidence support internal review.
Compare the models you choose against your correspondence. Assess accuracy, processing speed and cost at your expected volumes.
Bring your message types, systems and volumes. Evaluate a defined workflow through a Discovery or Pilot engagement.