What is shared inbox AI?
Shared inbox AI is an AI workspace that operates a team's shared mailbox — triaging incoming work, assigning ownership, preparing grounded reply drafts, routing approvals, and triggering connected actions. HEIDI Workspace is designed for shared Gmail and Outlook inboxes used by operational teams.
Capabilities
What you can do with Process Designer
Shared queue, clear ownership
Each thread has an owner — no orphan messages.
Role-based approvals
Different approvers for different policies.
Grounded drafts
From approved company knowledge, with visible sources.
Audit-friendly handoffs
Who did what, with which sources, kept on record.
Use cases
Where teams apply Process Designer
Real workflows that benefit from visual design, automation, and governance.
Support team shared inbox
Customer threads triaged, owned, grounded, and approved.
Account management shared inbox
Customer follow-ups routed to the right owner.
Onboarding ops shared inbox
Implementation threads with checklists prepared.
Procurement shared inbox
Vendor threads with extracted facts and routed approvals.
Compliance shared inbox
Flagged threads routed for legal/compliance review.
How it works
From chaos to clarity in 4 steps
Connect the shared mailbox
Gmail or Outlook, no migration.
Define roles and approvals
Owners, reviewers, escalation paths.
Triage and assign
HEIDI sorts and routes to the right owner.
Prepare grounded next step
Draft, approval, escalation, or connected action.
Approve and act
With audit-friendly record.