Features · AI Email

Your inbox sorts itself. The reply is already there.

The AI reads along, recognises what is urgent and drafts the reply - using the data in HerzensManagement. You review it, adjust it if needed and send.

Email in HerzensManagement: the agency inbox and outgoing mail in one place

Urgent first. Newsletters last.

Every incoming email is classified automatically: appointment, invoice, document, client, newsletter or spam - plus “Reply needed”, “Review” or “Done”. Anything clearly time-critical - pain, deadlines, payment reminders - is flagged as urgent. And every email gets a one-sentence summary, so you don’t have to open each one.

Reply needed Urgent Appointments Invoices Documents Clients Waiting Done

Replies that know your agency.

One click on “Suggest reply” and the draft is there - in the language of the enquiry, with greeting and sign-off. The AI knows the sender from HerzensManagement (client, relative, caregiver) and your stored knowledge base. It never invents appointments, prices or commitments: if something is missing, a placeholder stays in place.

Write, improve, shorten - at the push of a button.

The AI also writes new emails from a short instruction. On request it makes existing text more professional, shorter or more detailed, or corrects the spelling. Email templates with placeholders attach their documents automatically, and your agency’s signature is added everywhere.

Your existing mailbox. Not a new one.

Connect your mailbox via IMAP/SMTP or Microsoft 365 - emails are still sent from your own address. New mail is fetched every minute, with desktop notifications if you like. The profile of every client and every caregiver shows the complete email history.

For those who want the details

  • Automatic classification: appointment, invoice, document, client, newsletter, spam; status Reply needed / Review / Done; urgency
  • One-sentence summary per email
  • AI reply suggestions with context from HerzensManagement and your agency’s own knowledge base - nothing goes out without your review
  • AI writing help: compose, improve, more professional, shorter, more detailed, spelling
  • Recipient field suggests contacts from HerzensManagement; email templates with placeholders and automatic attachments
  • IMAP/SMTP (e.g. Gmail) and Microsoft 365; automatic fetching every minute, desktop notifications
  • List or split view, search, bin, full screen; email history in client and caregiver profiles
  • HTML signature with logo, credentials stored encrypted

See in the demo how the AI sorts your inbox and replies.

30 minutes, the real system, your questions first - no slides.

Made in Austria. In use in Austria, Germany and Switzerland.