Email intake flow
Office 365 received Nina Roberts's message for Meridian Corporate Travel.
Office 365
Shared inbox for Meridian Corporate Travel
Nina Roberts
nina.roberts@email.com
Inbound email
Can you confirm the status of claim 1847?
ReplyPilot has the message, sender, and visible reference ready for processing.
Intent assessed by AI
Detected intent
Expense status
Assigned team
Customer support
Tenant
Meridian Corporate Travel
Booking platform
Reference
Claim 1847
Intent
Expense status
Finance details
Hidden until verified
Rules and knowledge applied
Expense claim status and payment information are account-specific and require verification.
Knowledge base
Approved answer content
Verification rule
Company context required
Data protection
No account-specific details before trust
Draft ready for the agent
Hello, I can check whether the expense reference is recognised, but I need to verify the claimant or company contact before sharing status or payment details.
The draft confirms only safe information and asks for verification before account details.
