Email classification

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Email classification

Overview

Email Classification is an AI-driven workflow that automates the handling of incoming inquiries. Deep ERPNext integration classifies intent, extracts contact and inquiry details, and automatically creates or updates leads and contacts—eliminating manual sorting and data entry so sales and support can focus on high-value work.

Workflow Details

From inbox to ERPNext—fully automated, accurate, and auditable.

1

Incoming Email Scanning

Real-time

AI intercepts and analyzes every incoming inquiry email, including content, metadata, and attachments.

Key Activities:

Parses headers, body, and attachments
Understands thread and reply context
Secure, policy-compliant processing
2

Intent Classification

Milliseconds

NLP models classify emails into categories like sales, support, general, or spam for auto-routing.

Key Activities:

Multi-label classification
Priority and department routing
Continuously improving accuracy
3

Data Extraction

Instant

Automatically extracts sender, phone, company, address, and inquiry details into structured fields.

Key Activities:

Robust entity extraction
Attachment parsing
Normalized, validated fields
4

ERP Record Verification

Instant

Cross-references extracted details with ERPNext to avoid duplicates and maintain data integrity.

Key Activities:

Lead/customer/contact matching
Duplicate prevention
Accurate relationship mapping
5

Auto Lead Creation

Real-time

Automatically creates a new lead when no matching record is found, ensuring zero missed opportunities.

Key Activities:

Pre-filled lead details
Ownership and assignment rules
Notifications to the right team
6

Structured Data Storage

Continuous

Stores contacts, addresses, and inquiry details with proper field mapping for reporting and follow-ups.

Key Activities:

Centralized in ERPNext
Consistent field mapping
Audit trails and history
6
Process Steps
8-12
Weeks Average
100%
Transparency
24/7
Support Available

Key Features

Purpose-built for high-volume inboxes that demand accuracy, speed, and end-to-end ERPNext sync.

AI-Powered Email Reading

Understands full email context, including attachments and headers, not just keywords.

Smart Intent Classification

Multi-label classification with priority and routing that improves over time.

Automated Data Capture

Extracts names, phones, companies, addresses, and inquiry details reliably.

ERPNext Integration

Real-time updates to leads, contacts, and pipeline objects keep teams in sync.

Adaptive Learning

Learns from user feedback and corrections to master industry terminology.

End-to-End Automation

Runs unattended from email receipt to lead creation with audit logs and alerts.

Benefits

What your team gains on day one.

Saves Time & Resources

Cuts manual sorting and data entry—respond faster with less effort.

Improves Accuracy

AI reduces human error and duplicate records in your CRM.

Accelerates Lead Response

Leads are generated immediately, enabling rapid engagement.

Improves Lead Management

Structured data drives better segmentation, reporting, and campaigns.

Enhances Sales Productivity

Free your team to focus on nurturing and closing deals.

Scalability

Designed to handle high email volumes without performance loss.

Get started

Automate your inquiry inbox with AI + ERPNext

Deploy a production-ready email classification workflow that classifies, extracts, and creates leads automatically—so your team can move faster.

Built with enterprise security in mind

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