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AI Email Triage

Automatically categorize, prioritize, and route emails with AI-powered triage.


What is AI Email Triage?​

AI Email Triage automatically analyzes incoming emails and organizes them for you:

  • Auto-Categorization: Classify emails (urgent, inquiry, spam, feedback, etc.)
  • Priority Scoring: Rate urgency from 1 (Critical) to 5 (Low)
  • Sentiment Analysis: Detect emotional tone (angry, concerned, positive, neutral)
  • Action Item Extraction: Identify tasks and deadlines
  • Smart Routing: Suggest which team/person should handle

Why Use It?​

Respond Faster:

  • Critical emails flagged immediately
  • Urgent issues bubble to top
  • Spam filtered automatically

Better Organization:

  • Emails categorized automatically
  • Similar emails grouped together
  • Easy filtering and searching

Improve Customer Satisfaction:

  • Angry customers identified early
  • Response time reduced
  • No emails fall through cracks

How It Works​

Triage Process​

1. Email arrives (forwarded to your case email)
↓
2. AI analyzes:
- Subject line
- Email body
- Sender information
- Attachments (metadata)
- Email thread context
↓
3. AI determines:
- Category (urgent, inquiry, spam, etc.)
- Priority (1-5)
- Sentiment (angry, concerned, positive, etc.)
- Action items
- Keywords
↓
4. Email tagged and routed:
- High-priority emails → Notifications sent
- Low-priority emails → Queued for review
- Spam → Filtered to spam folder

What AI Analyzes​

Email Content:

  • Subject line and body text
  • Tone and language (formal, casual, angry)
  • Technical terms and jargon
  • Urgency indicators ("URGENT", "ASAP", "immediate")

Context:

  • Sender history (new vs. repeat customer)
  • Email thread (initial inquiry vs. follow-up)
  • Attachments (type, size, count)
  • Time of day (business hours vs. after hours)

Patterns:

  • Similar emails handled in the past
  • Common issues and resolutions
  • Escalation triggers

Email Categories​

Category Types​

Urgent (Priority 1-2):

  • Critical issues requiring immediate attention
  • System outages, security breaches
  • Angry customer escalations
  • Legal threats, compliance issues

Example:

Subject: URGENT: Cannot access account for 3 hours! Category: urgent Priority: 1 (Critical) Sentiment: angry Action Items: ["Reset account access", "Investigate cause", "Follow up within 1 hour"]


Inquiry (Priority 3):

  • Questions about products/services
  • How-to requests
  • Feature inquiries
  • General information requests

Example:

Subject: Question about data export feature Category: inquiry Priority: 3 (Medium) Sentiment: neutral Action Items: ["Provide documentation link", "Offer demo if needed"]


Feedback (Priority 3-4):

  • Product feedback (positive or negative)
  • Feature requests
  • User experience comments
  • Testimonials

Example:

Subject: Love the new search feature! Category: feedback Priority: 4 (Low-Medium) Sentiment: positive Action Items: ["Thank customer", "Share with product team"]


Spam (Priority 5):

  • Promotional emails
  • Unsolicited sales pitches
  • Phishing attempts
  • Irrelevant messages

Example:

Subject: Buy cheap medications online!!! Category: spam Priority: 5 (Lowest) Sentiment: neutral Action Items: ["Mark as spam", "Block sender"]


Support Request (Priority 2-3):

  • Technical support issues
  • Bug reports
  • Account problems
  • Billing inquiries

Example:

Subject: Payment failed but was charged anyway Category: support Priority: 2 (High) Sentiment: concerned Action Items: ["Verify transaction", "Process refund if needed", "Respond within 4 hours"]


Follow-up (Priority 3-4):

  • Responses to previous emails
  • Status check-ins
  • "Just following up..." emails

Example:

Subject: Re: Following up on my question from last week Category: follow-up Priority: 3 (Medium) Sentiment: concerned Action Items: ["Review previous conversation", "Provide update"]


Priority Levels​

Priority Scale​

PriorityUrgencyResponse TimeExamples
1 - CriticalImmediate1 hourSystem down, security breach, legal threat
2 - HighUrgent4 hoursAngry customer, payment issue, account locked
3 - MediumNormal24 hoursGeneral inquiry, feature request, feedback
4 - LowNot urgent2-3 daysSuggestions, non-critical feedback
5 - LowestNo actionN/ASpam, irrelevant messages

Auto-Prioritization​

AI considers multiple factors:

Urgency Indicators:

  • Subject line keywords: "URGENT", "CRITICAL", "IMMEDIATE"
  • Time-sensitive language: "deadline", "expiring", "ASAP"
  • Emotional language: "frustrated", "angry", "disappointed"

Customer History:

  • First-time customer → Higher priority
  • Repeat issue → Higher priority
  • Long-time customer → Higher priority
  • Previous escalations → Higher priority

Issue Severity:

  • Account access issues → Priority 1-2
  • Billing problems → Priority 2
  • General questions → Priority 3
  • Feature requests → Priority 3-4
  • Feedback → Priority 4

Sentiment Analysis​

Sentiment Types​

Angry 😠:

  • Frustrated, hostile, threatening tone
  • Excessive punctuation ("!!!", "???")
  • All caps, profanity
  • Escalation language

Concerned 😟:

  • Worried, anxious tone
  • Multiple follow-ups
  • Uncertainty expressions
  • Requesting reassurance

Positive 😊:

  • Happy, satisfied tone
  • Thank you messages
  • Compliments
  • Testimonials

Neutral 😐:

  • Professional, matter-of-fact tone
  • Straightforward requests
  • No emotional indicators

Using Sentiment​

Angry Customers:

  • Auto-escalate to senior support
  • Flag for manager review
  • Prioritize for quick response
  • Offer compensation/apology

Positive Feedback:

  • Route to marketing/testimonials
  • Thank customer personally
  • Request public review
  • Identify brand advocates

Action Items Extraction​

What AI Extracts​

Tasks:

  • "Please reset my password"
  • "I need a refund for invoice #12345"
  • "Can you schedule a demo?"

Deadlines:

  • "Need response by Friday"
  • "Contract expires in 3 days"
  • "Please call me before 5pm"

Requests:

  • "Send me documentation"
  • "Upgrade my plan"
  • "Cancel my subscription"

Using Action Items​

Task Management:

  • Auto-create tasks from action items
  • Set due dates based on deadlines
  • Assign to appropriate team member
  • Track completion

Example:

Email: "Can you please reset my password and send me the billing history for last quarter? I need it by Friday for my audit."

Extracted Action Items:
1. Reset password [Priority: High]
2. Send billing history (Q3 2024) [Deadline: Friday]
3. Assign to: Billing team

Smart Routing​

Routing Rules​

AI suggests which team/person should handle email:

Technical Support:

  • Bug reports, technical errors
  • Feature questions
  • Integration issues
  • API problems

Billing:

  • Payment issues
  • Invoice questions
  • Refund requests
  • Subscription changes

Sales:

  • Product inquiries (prospects)
  • Upgrade requests
  • Demo requests
  • Pricing questions

Customer Success:

  • Onboarding help
  • Usage questions
  • Best practices
  • Feature adoption

Management/Escalation:

  • Angry customers
  • Legal threats
  • Compliance issues
  • Executive requests

Practical Examples​

Example 1: Critical Account Issue​

Email:

Subject: URGENT: Locked out of account, losing thousands! Body: I've been locked out of my account for 3 hours and my business is losing money every minute. This is unacceptable! I need immediate help or I'm canceling and demanding a refund.

AI Triage:

Category: urgent
Priority: 1 (Critical)
Sentiment: angry
Keywords: ["locked out", "urgent", "losing money", "business impact", "threatening cancellation"]
Action Items:
1. Unlock account immediately
2. Investigate cause of lockout
3. Escalate to manager
4. Call customer directly
5. Offer service credit
Suggested Routing: Senior Support + Manager notification
Response Deadline: 1 hour
Confidence: 0.95

Outcome: Account unlocked in 15 minutes, manager called customer, service credit applied, customer retained.


Example 2: Feature Request​

Email:

Subject: Suggestion: bulk document upload Body: Hi, love your product! One feature that would be super helpful is the ability to upload multiple documents at once. Currently have to upload one at a time which is tedious. Thanks for considering!

AI Triage:

Category: feedback
Priority: 4 (Low-Medium)
Sentiment: positive
Keywords: ["feature request", "bulk upload", "suggestion", "love product"]
Action Items:
1. Thank customer for feedback
2. Add to feature request backlog
3. Notify when implemented
Suggested Routing: Product team
Response Deadline: 2-3 days
Confidence: 0.91

Outcome: Thanked customer, added to roadmap, customer notified when feature shipped 2 months later.


Example 3: Spam Detection​

Email:

Subject: Congratulations! You've won $1,000,000!!! Body: Click here to claim your prize! Limited time offer! Act now!

AI Triage:

Category: spam
Priority: 5 (Lowest)
Sentiment: neutral
Keywords: ["spam", "prize", "click here", "limited time", "act now"]
Action Items:
1. Mark as spam
2. Block sender
Suggested Routing: Spam folder
Confidence: 0.99

Outcome: Auto-filtered to spam, sender blocked.


Using AI Email Triage​

Setup​

Enable Email Triage:

  1. Go to Settings → AI Preferences
  2. Enable Email Triage
  3. Configure triage rules (optional)
  4. Set up routing rules
  5. Configure notifications

Forward Emails:

  • Forward case-related emails to: case-{caseId}@torvussecurity.com
  • AI automatically triages all incoming emails
  • View triaged emails in case inbox

Configure Rules​

Custom Rules (Enterprise):

# Example: Auto-escalate billing issues over $10,000
- if: category = "billing" AND amount > $10,000
then:
priority: 1
route: billing-manager@company.com
notify: cfo@company.com

# Example: Auto-assign tech support to specific team
- if: category = "support" AND keywords contains "API"
then:
route: api-support-team@company.com

Best Practices​

When to Use Email Triage​

✅ Good Use Cases:

  • High email volume (100+ emails/day)
  • Multiple team members handling emails
  • Need to prioritize urgent issues
  • Want to improve response times
  • Track customer sentiment

❌ Not Recommended:

  • Very low email volume (<10 emails/day)
  • All emails go to one person
  • No prioritization needed
  • Highly personal communication

Improving Triage Accuracy​

Provide Feedback:

  • Mark triage as correct/incorrect
  • AI learns from your feedback
  • Accuracy improves over time

Review Regularly:

  • Check spam folder for false positives
  • Monitor priority assignments
  • Adjust rules as needed

API Access​

Triage Email via API​

curl -X POST https://api.torvussecurity.com/v1/ai/triage-email \
-H "Authorization: Bearer YOUR_API_KEY" \
-H "Content-Type: application/json" \
-d '{
"subject": "URGENT: Cannot access account",
"body": "Locked out for 3 hours...",
"from": "customer@example.com",
"date": "2025-10-15T19:45:00Z"
}'

Response:

{
"category": "urgent",
"priority": 1,
"sentiment": "angry",
"actionItems": [
"Reset account access immediately",
"Investigate lockout cause",
"Follow up within 1 hour"
],
"keywords": ["locked out", "urgent", "cannot access"],
"suggestedRoute": "senior-support",
"confidence": 0.95
}

FAQ​

Can I customize email categories?​

Not yet. AI uses predefined categories. Coming Soon: Custom categories for Enterprise customers.

How accurate is sentiment analysis?​

75-85% accuracy. Works best with clear emotional language. Sarcasm and cultural nuances may be misinterpreted.

Does AI read my emails?​

Yes, AI must read email content to triage it. All processing is encrypted and no data is retained by AI provider.

Can I disable triage for certain emails?​

Yes. Settings → AI Preferences → Email Triage → Exclusions Add email addresses or domains to exclude from AI triage.


Getting Help​

Support: ai-support@torvussecurity.com

Resources:


Last Updated: October 15, 2025