AI operations
Portal leads, landlord emails, tenant repairs and solicitor chases arrive in the same mailbox. The inbox agent reads each message, matches it to the right record and pushes urgent work to the front.
Live work queue
SortXRead
Inbox agent classifies every message by intent and urgency.
Match
Inbox agent matches senders to contacts and properties.
Route
Inbox agent groups duplicate portal enquiries.
Connected to the rest of the operating stack
The workflow follows the property, contact, tenancy, repair, document or ledger item behind the work.
Sorts new email by enquiry, repair, chain update, landlord request, contractor note or compliance risk.
Matches senders to contacts, applicants, landlords, contractors and property records before creating new work.
Groups repeat portal leads and follow-up messages so negotiators do not answer the same buyer twice.
Creates the next task with the original message, matched record and suggested owner attached.
Keeps price, offer, arrears, complaint and compliance messages in review until a person signs them off.
Leaves unclear messages with the branch instead of guessing at the owner, record or next action.
Short status markers for scanning the day without opening every record.
target first triage
messages linked to a record
for branch review
Each item shows enough context for staff to act, approve, or leave the agent to continue.
Workflow view
Branch policy applied
Read
Inbox agent classifies every message by intent and urgency.
clean operating queue
Match
Inbox agent matches senders to contacts and properties.
property-linked task
Route
Inbox agent groups duplicate portal enquiries.
approved reply
Review
Inbox agent opens tasks with the source message attached.
audit trail
In a UK estate agency, this work crosses desks: negotiators, administrators, property managers, accounts, contractors, clients and compliance owners all need the same facts. SortX keeps the work on the operating record instead of spreading the detail across personal inboxes.
The inbox agent does the repeatable work first: reading, checking, drafting, matching and opening the next task. Anything that changes a client position, spends money, sends a sensitive message or affects compliance can be held for approval.
Managers can set owners, SLA clocks, approval limits and escalation rules around this workflow. Staff can still take over manually when a case needs judgement, and the record shows what the agent did before the handover.
That matters when the risk is missed urgent emails and duplicate replies. SortX gives the team the detail they need without asking them to hunt through tabs, exported reports or old message threads.
Practical details for directors, branch managers and operations teams.
Yes. The manual path stays available. Staff can take over, edit drafts, change owners, add context and approve or reject agent work.
SortX records the source record, timestamps, owner, approval decision and final output for this workflow. Evidence stays attached to the property, contact, tenancy, repair or accounting item.
Yes. Branches can run different owners, approval limits, SLA clocks and agent permissions while directors still get a consolidated view.
SortX gives shared estate agency inbox a clear owner, a live status and a controlled approval path.