What is sales inbox automation?
Sales inbox automation uses AI to handle inbound sales email — triaging leads and customer threads, preparing grounded replies, routing approvals, and updating the CRM. HEIDI Workspace is for inbound operational sales work; it is not a marketing automation tool for outbound campaigns.
Capabilities
What you can do with Process Designer
Lead triage
Classify leads by intent and route to the right owner.
Grounded sales replies
Use the price list, product doc, and policy.
CRM updates after approval
Stage moves, notes, contact links — reviewed before applied.
Hand-off routing
Designed to route complex deals to the right team.
Use cases
Where teams apply Process Designer
Real workflows that benefit from visual design, automation, and governance.
Inbound pricing request
HEIDI drafts the reply with the current price list, routes for approval.
Demo request from a known account
HEIDI prepares the reply and the CRM stage update.
Customer asks about an upgrade
HEIDI uses the contract to ground the answer and prepares the success hand-off.
Lead asks about availability
HEIDI drafts a reply with the team's calendar context.
Customer requests a contract change
HEIDI routes to legal with the policy reference.
How it works
From chaos to clarity in 4 steps
Connect the sales inbox
Gmail or Outlook.
Configure the sales knowledge
Price list, product doc, policy.
Triage and prepare next step
Reply, CRM update, or hand-off.
Approve and act
Send + update CRM as configured.