Ravical Inbox Agent

Transform Client Communication with Agentic Intelligence

The Ravical Inbox Agent is an enterprise-grade AI agent that revolutionizes how accounting, tax, legal, HR, and insurance firms handle client communications. By automating research and draft preparation while maintaining professional oversight, it enables your team to respond to client queries in minutes instead of days.

Automate the Research, Not the Relationship

Our philosophy is simple: AI Agents should handle the time-consuming research and initial drafting, freeing your professionals to focus on what truly matters, applying judgment, adding context, and building trusted client relationships.

How the Inbox Agent Works

1. Intelligent Triage: Automatically identifies client emails requiring responses
2. Contextual Understanding: Analyzes the request and plans an appropriate course of action
3. Autonomous Research: Searches across your internal systems such CRM, accounting software, document management, email archives and more to gather relevant information
4. Draft Generation: Creates comprehensive, review-ready responses with all sources clearly cited
5. Human Oversight: Presents drafts for professional review, editing, and approval before sending. This add-in uses Launch Events to automatically appear when you compose new messages, allowing it to suggest replies based on the email context. No information is automatically sent or inserted without your review and approval.

Who Benefits from the Inbox Agent?

• Accounting Firms: Handle routine queries about accounts preparation, tax deadlines, VAT filings, and compliance questions
• Tax Advisory: Respond to complex tax questions by pulling from legislation, precedent, knowledge databases and client history
• Legal Practices: Research case law, contract clauses, and client matters across your knowledge base
• HR & Payroll Providers: Answer employee queries on benefits, policies, and payroll matters
• Insurance Brokers: Provide policy information, coverage details, and claims guidance
• Multi-disciplinary Firms: Coordinate client communication across service lines with unified client context

Key Capabilities

Complete Transparency

• Full audit trails showing Agent reasoning and sources
• Visible decision-making process for every recommendation
• Interactive refinemen allowing you to ask the agent to improve or adjust responses
• Quality scoring to flag responses requiring senior review

Seamless Integrations

• Connects to your existing email system
• Integrates with CRM, ERP, DMS, and practice management software
• No complex implementation. Adapts to your current tech stack
• Honors existing user permissions and access controls

Enterprise-Grade Security

• ISO/IEC 27001:2022 certified
• Full GDPR compliance with privacy-first design
• All AI models hosted in EU with zero data retention by providers
• Confidentiality controls prevent unauthorized information sharing
• EU AI Act compliant with comprehensive internal controls

Requirements

This add-in requires an active Ravical subscription. Please contact our team to discuss your specific needs.