Sendvisor Guide
How Sendvisor handles repeat customer support emails without removing human judgement from the risky ones.
What an agent does
An agent is a trained support workflow for one inbox. It knows what that inbox handles, how your team normally replies, which policies matter, and which situations need approval before anything goes back to the customer.
The goal is not to make every support decision automatic. It is to clear routine emails quickly and make risky replies easy for a human to review.
The support loop
- A customer emails your existing support inbox.
- The inbox forwards the thread to its Sendvisor agent.
- The agent drafts a reply using its instructions, connections, and the conversation context.
- Routine replies can be sent automatically when they meet your safety controls.
- Uncertain or sensitive replies wait for a person to review, edit, approve, or reject them.
Contents
Set up an agentVerify an inbox, configure forwarding, choose a mode, and write useful instructions.Control automationUnderstand confidence, approvals, escalation, reply limits, and recipients.Connect ShopifyGive agents controlled access to product and recent-order context.Frequently asked questionsFind concise answers about agents, drafts, forwarding, and store data.