Send a test client email
Recent tickets
| # | Client | Category | State | Tier | Conf | Pending |
|---|
Quarantine — suspected fluff/spam parked for review; nothing was replied to or handed off
Dismiss confirms it's junk (closes it, teaches the filter a JUNK example).
Reinstate says it's a real request (re-runs it through the pipeline, teaches a KEEP example).
The agent learns from every call — confidence rises on patterns you've judged before.
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Add client
Devices by company
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Autotask tickets read-only
Live tickets pulled straight from Autotask (no writes). Each picklist field shows the raw API value mapped to its label, so you can confirm the mapping before wiring the pipeline. Anything that can't be resolved is flagged in red.
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Add technician
Pulls active technicians (names/emails) from your Autotask resources — skips integration/API users. Imported techs use Outlook; connect each one's calendar below to schedule against live availability.
Technicians
| Name | Calendar | Open slots | Next available | Connect |
|---|
Mock techs use generated slots. Connect a tech's real Outlook/Google calendar (requires OAuth credentials in .env) to book against live availability.
Support mailbox
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The real inbox the poller reads and approved replies send from: run
python scripts/mail_poll.py alongside the API, with ZERO_EMAIL_PROVIDER=outlook (or gmail) in .env. Until then, outbound mail stays in the simulator outbox.Add knowledge document
Captured drafts — auto-written from resolved tickets RAG couldn't answer; approve to publish
None pending.
Knowledge base (RAG source)
| Title | Category | Chunks | Source |
|---|
Impact — measured from the audit log, live
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Automations performed
Decision mix
| Action | Count |
|---|
Import past tickets — CSV or JSON export (e.g. an Autotask queue); runs through the full pipeline, fluff lands in Quarantine
Columns are autodetected:
Title → subject, Description → body,
Contact Email → sender. Set a limit for a first pass on a huge export.
New test batch
Batches
| # | Name | Status | Items | Run | Approved | Denied | Reject % |
|---|
Global service tier
How busy the techs are right now. Applied as the default tier for incoming tickets unless a client or individual message overrides it.