Rules agreed with you
Which ticket types may close on their own and who owns each type are written rules agreed with you.
HomeUse casesAccounting and purchasing inbox triage
Accounting and purchasing inbox triage
Routine tickets close themselves, the rest go to the right person, and the owner gets a numbered digest twice a day to act on in one reply.
EXAMPLE REQUEST
What you ask.
What comes back.
An illustrative exchange with sample data. Your agent works on your own systems and records.
Good for: Support & shared inboxes, Finance & accounting
Industries: Distribution & e-commerce, Professional services
Inbox triage agentHelp desk + Teams
Sample dataclose 3, assign 2 to purchasing, reply 4: the credit note is attached
Afternoon digest, 4 tickets need you:
- 1. Vendor statement, 3 open items, all on scheduled payment. Proposed: close.
- 2. Bill with no PO from a new vendor. Proposed: assign to purchasing.
- 3. Duplicate of ticket 2. Proposed: close.
- 4. Customer asks for a credit note copy. Proposed: reply with the PDF.
Illustrative example with sample data. Nothing here was sent or posted.
WHAT LUMINORIX DOES
Step by step.
- Reads every new ticketPulls the thread from the help desk and the related facts from accounting: open bills, payments, purchase orders.
- Sorts by typeSpam, bounces, acknowledgements and payment notices close. Receivables and payment questions go to the people who own them.
- Holds what needs a decisionBills without a PO and anything outside the rules stay open for the right person, with the facts attached.
- Sends a numbered digestTwice a day, each open ticket with a proposed action, in Microsoft Teams.
- Executes short replies“close 3”, “assign 2”, “reply 4: …” are carried out and logged on the ticket.
SYSTEMS IT CONNECTS
Works with what you use.
- Help Scout
- Odoo
- Microsoft Teams
- Microsoft 365 mail
Connector availability, data scope and permitted actions are confirmed for your systems before deployment.
WHERE YOU STAY IN CONTROL
Clear boundaries.
Replies only on your word
Outbound replies go out only from your answer to the digest.
Ticket history kept
Every close, assignment and reply is noted on the ticket.
RELATED USE CASES
Often paired with.
START WITH ONE RECURRING JOB
Which work should an agent
take off your plate first?
Bring one recurring job. We map the systems, the access and the approval points, and show the agent doing it on sample data.