Auto Replier – What’s Included

🤖 What it does:
The Auto Replier is your always-on AI teammate that automatically handles incoming emails — using your tone, structure, and smart filters. From refund requests and order updates to general questions, Kevin ensures every message gets a fast, accurate reply — even at night.

Unlike standard auto-responders, this system:

• ⚡ Uses dynamic templates + rules you define
• 📂 Adapts replies by subject, folder, time, or keywords
• 🔗 (Optional) Connects to your CRM for live personalization

✅ Perfect for:
– Automating 80% of repetitive email replies
– Relieving pressure from your support team
– Guaranteeing instant response time (24/7)
– Keeping tone and branding consistent at scale

🔧 What we need from you:
– Inbox access (e.g. Gmail / Outlook)
– Your preferred templates or answer style
– (Optional) CRM/API access for name, status, etc.

⚠️ Critical bottlenecks to avoid:
– Disorganized inbox? Replies will be messy → Use folders or tags
– Poor incoming messages? We'll auto-shut to prevent bad outputs
– Risk of reply loops? Handled — we build in bot detection logic

Mail Filter – What’s Included

📂 What it does:
Kevin’s Mail Filter keeps your inbox clean and organized by automatically sorting, labeling, moving, forwarding, or removing emails — based on filters you define. From separating internal ops from client messages to forwarding leads directly to the right person, this module gives you full control over your inbox — without lifting a finger.

📌 Filter triggers can be based on:

• 📧 Sender address or email domain
• 🕒 Time received (e.g. outside business hours)
• 🔑 Subject keywords, tags, file types
• ➡️ Forwarding to teammates or shared inboxes

✅ Perfect for:
– Structuring chaotic inboxes
– Triggering downstream automations only when needed
– Auto-forwarding important leads or support cases
– Filtering out junk before the Auto Replier responds

🔧 What we need from you:
– Inbox access (e.g. Gmail, Outlook, etc.)
– Clarity on what to filter and where it should go
– (Optional) Pre-made folders or tags to sort into

⚠️ Things to keep in mind:
– Poorly configured filters can block critical emails (we prevent this by default)
– Advanced flows may need occasional fine-tuning — we handle it proactively
– As your business evolves, we make sure filters evolve too

FAQ Bot – What’s Included

🤖 What it does:
Kevin’s FAQ Bot reads incoming emails, chats, or form entries and instantly replies to repetitive questions using your own FAQ content — in your tone and language. It reduces support workload and gives customers instant answers, 24/7.

📚 Trained on:

• 📝 Existing FAQ pages
• 📄 Helpdesk articles
• 📘 Internal documentation or guides

It uses AI keyword matching + fallback rules to stay accurate and on-brand.

✅ Perfect for:
– Reducing time spent on common questions
– Delivering instant answers 24/7
– Scaling without hiring extra agents
– Working with Auto Replier or Reply Assistant for full automation

🔧 What we need from you:
– FAQ or helpdesk content (we help organize it)
– Fallback rules for questions outside scope
– (Optional) CRM or ticketing system for escalations

⚠️ Things to keep in mind:
– FAQ content must be clear (we help optimize it)
– Fallback logic avoids dead ends (we set it up)
– Monthly check-ins help keep answers relevant

Ticket Creator – What’s Included

🎟️ What it does:
Kevin’s Ticket Creator automatically generates internal support tickets or tasks whenever certain conditions are met — like a specific email, keyword, or form submission. Tickets are instantly created, categorized, and routed to the right teammate without manual effort.

⚙️ Trigger examples:

• 📩 Email with subject like “return” or “bug”
• 📝 Submitted form with selected issue type
• 🔄 Incoming webhook from support tools

You define the logic, we turn it into an automated ticketing pipeline.

✅ Perfect for:
– Structuring all incoming issues
– Instantly assigning tasks to the right team
– Avoiding delays or human error
– Logging priority issues without friction

🔧 What we need from you:
– A defined trigger (email, webhook, form)
– Preferred ticketing platform (ClickUp, Notion, Trello, etc.)
– Basic template/structure for how a ticket should look

⚠️ Things to keep in mind:
– Duplicate ticket logic must be handled (we configure this)
– Mislabels = internal chaos (we pre-map every field with you)
– Fields like status, assignee, and priority must match your setup

Reply Assistant – What’s Included

🧠 What it does:
Kevin’s Reply Assistant handles complex email threads that require reasoning, history, and nuance. It analyzes entire conversations, drafts tailored human-like replies, and can even send them automatically — or after your review.

It pulls in CRM data, understands tone, and adapts to past communication. Perfect for high-stakes conversations like complaints, refunds, custom orders, or emotional customer messages — while keeping the human touch.

✅ Perfect for:
– Complex or sensitive customer issues
– Drafting replies that sound human, not robotic
– Avoiding mistakes in stressful situations
– Speeding up team onboarding with reply suggestions

🔧 What we need from you:
– Access to full email threads
– CRM/API data (names, orders, timestamps, tone cues)
– Clear limits: when to draft vs. send
– Custom prompts to match your brand voice (we’ll write these)

⚠️ Things to keep in mind:
– Define what’s “too sensitive” for AI (we build in safety nets)
– Best results need full CRM/chat history
– Threaded logic must be tested before going live (we’ll handle that)

Customer DB Updater – What’s Included

📇 What it does:
Kevin’s Customer DB Updater keeps your CRM accurate and up-to-date by syncing data from incoming emails, forms, calls, or third-party tools — without manual input.

Whether it’s a new address, phone number, support note, or order status — Kevin detects changes and updates your database in real-time. Clean data means better campaigns, smoother automations, and smarter decision-making.

✅ Perfect for:
– Businesses that rely on accurate CRM data
– Preventing human input errors
– Syncing info across support, sales, and marketing
– Automating repetitive updates that drain team time

🔧 What we need from you:
– Access to your CRM or data system (HubSpot, Notion, Airtable, etc.)
– Defined fields to update (phone, address, tags, etc.)
– Source of updates (e.g. form, email, chatbot, call notes)

⚠️ Things to keep in mind:
– Field mapping must be correct from the start (we guide this)
– Conflicting sources? We set fallback rules
– Works best when connected across multiple teams — Kevin scales with you

Keyword Alert – What’s Included

🔍 What it does:
Kevin’s Keyword Alert constantly scans your emails, forms, tickets, or chats for specific terms, phrases, or flags. The moment a match is detected — an alert is triggered, data is tagged, or a workflow is kicked off.

It acts as your proactive sensor. From spotting urgent complaints to flagging demo-ready leads or legal red flags — Keyword Alert catches critical signals fast, even when your team is offline.

✅ Perfect for:
– Flagging sensitive terms (e.g. “angry”, “cancel”, “refund”)
– Identifying high-intent leads (e.g. “budget”, “demo”, “call”)
– Escalating tickets that mention critical issues
– Alerting sales or legal when specific keywords appear

🔧 What we need from you:
– List of target keywords or phrases
– Desired action per match (e.g. tag, forward, assign, alert)
– Access to platforms you want to monitor (e.g. Gmail, Slack, Forms)

⚠️ Things to keep in mind:
– Keywords must be specific enough to avoid false alerts (we help fine-tune)
– Generic terms create noise — we focus only on high-value signals
– Best rolled out in phases to prove impact before scaling

Feedback & Review Trigger – What’s Included

💬 What it does:
Kevin’s Feedback & Review Trigger detects the perfect moment to ask customers for a testimonial — automatically. Whether after a resolved ticket, a successful delivery, or a positive reply, it triggers a well-timed, personalized message asking for a review.

This isn’t a generic “Please rate us” email. Each message is carefully timed and phrased to feel authentic and human — which drastically boosts response rates and builds lasting trust.

✅ Perfect for:
– Collecting 5-star reviews on Google, Trustpilot, etc.
– Turning happy clients into vocal brand advocates
– Following up support with a friendly close
– Strengthening your brand with real, verified feedback

🔧 What we need from you:
– Defined trigger points (e.g. ticket closed, order shipped)
– Review URLs or feedback form links
– Brand tone and messaging preferences (optional)

⚠️ Things to keep in mind:
– Bad timing = low response (we calibrate this for you)
– Too many requests feel spammy (Kevin keeps it subtle)
– Some platforms (e.g. Google) require user action — we guide them clearly