What it's forHand repetitive follow-up to agents while you keep control: anything that emails people outside your firm waits for approval.
Who it's forStrata managers, portfolio managers and administrators.
Step by step
- Step 1: Choose an agentInbox & work › AI agents: Assistant, Repairs agent, Levy arrears agent, Meetings agent, Compliance agent and Tender agent.
- Step 2: Give an instructionLeave Instruction (optional) blank for the agent's regular review, or be specific (“Chase the plumber on SP 70412”). Press Run.
- Step 3: Watch it workThe run page shows each step: what it looked up and what it wants to do.
- Step 4: Approve or rejectUnder Waiting for your approval, edit the subject and email text, then Approve and send or Reject. Your edits teach StrataWorx AI.
- Step 5: Automate carefullyAdministrators can let some actions go ahead without approval in Business rules › AI agents.
Tips
- Agents never reply to inbound emails without a person approving.
Previous and next follow the Inbox & work section.