Frequently asked questions

Quick answers about configuring agents and handling customer conversations safely.

No. Once an agent address is verified, forwarded customer emails from that address can be processed without the trigger word.
Use durable facts: what the inbox handles, your policies, common customer situations, escalation rules, and anything the agent should never promise.
A draft waits when the confidence score is below the active threshold, when agent rules flag escalation, or when the agent thread reaches its automatic-reply limit.
Yes, when the agent is active and the draft clears its confidence, rule, and thread-limit checks. Risky replies stay in review.
Yes. Drafts held for review can be edited, approved, rejected, or used to improve the agent instructions.
Replies are addressed to the original customer. Sendvisor uses the forwarded thread for context and keeps the agent mailbox as the source of the workflow.
Yes. From your registered address, add the Sendvisor mailbox and use your trigger word when you want one-off help.
Each agent can have its own threshold on its Behaviour screen. Select Use account default to inherit the value from Reply preferences.
It forwards inbound email to your Sendvisor account address without creating a conversation, generating a draft, or replying to the customer.
You choose the read-only Products and Orders capabilities. Order data is limited to recent orders and is used only when the customer sender passes DMARC authentication.
Automated order lookup covers the most recent 60 days. Older or unauthenticated requests withhold order data and may require human review.