How we work with tools
- We operate inside your existing tools — no forced migrations
- Access is set using least-privilege rules
- Workflows, routing, and reporting run inside the tools you already use
- If a tool limits reliability at your volume, we flag it early and recommend options
We don’t resell software. We run operations.
Communication & Support Platforms
Inbound handling, routing, and escalations
Gmail · Outlook · Zendesk · Freshdesk · Help Scout · Intercom · Front · Live Chat tools
What we do here
- Daily intake and priority routing
- Ownership until closure
- Escalations for urgent or sensitive items
CRM & Pipeline Systems
Deals, follow-ups, and pipeline hygiene
HubSpot · Pipedrive · Zoho CRM · Salesforce · Close CRM
What we do here
- Stage rules and ownership
- Next-step enforcement
- Weekly pipeline cleanup
Workflows, SOPs & Knowledge
How work is enforced and documented
Notion · Confluence · Google Docs · Helpdesk Knowledge Bases
What we do here
- Workflow and SOP enforcement
- Knowledge structure and updates
- Documentation tied to real execution
Collaboration & Handoffs
Internal coordination without noise
Slack · Microsoft Teams
What we do here
- Clean handoffs
- Escalation coordination
- Decision queues (no chat chaos)
Automation & Integrations
Reliability over complexity
Zapier · Make (Integromat) · Native integrations
What we do here
- Controlled automations
- Monitoring and data hygiene
- Changes logged and reviewed
No custom engineering unless separately scoped.
Reporting & Visibility
Weekly, decision-ready views
- Native tool reports
- Weekly Visibility Reports (custom format)
- Leadership-ready summaries
What you see
What moved, what’s stuck, risks, and approvals — every week.
AI-Assisted Operations (Human-Led)
AI is used to accelerate execution — not to replace ownership.
Inbox Prestige operations are run by trained operators. AI supports speed, consistency, and signal detection within defined controls. All decisions, approvals, and outcomes remain human-owned.
How AI Is Used (Support Layer)
AI is applied in limited, controlled areas to reduce manual overhead:
- Draft assistance & summaries
AI prepares first-pass drafts and internal summaries so operators can work faster.
Final messages are reviewed, edited, and approved by humans. - Classification & routing signals
AI helps suggest tags, categories, and priority indicators.
Operators confirm routing and ownership. - Risk & pattern detection
AI helps surface repeated issues, delays, and unusual patterns.
Humans decide actions and escalations. - Reporting support
AI assists in compiling weekly activity summaries.
Final Weekly Visibility Reports are human-reviewed before delivery.
What Humans Own (Primary)
- Final customer communication
- Workflow and SOP enforcement
- Priority setting and escalations
- Sensitive, urgent, or revenue-impacting cases
- Approvals, exceptions, and change control
- Accountability for outcomes
Humans run the operation end-to-end.
What AI Does Not Do
- No autonomous customer replies
- No independent decisions or approvals
- No escalation handling
- No actions outside approved workflows
- No unrestricted system access
- No training on your private data without approval
AI Tools (As Approved)
Depending on scope and compliance, we may use:
ChatGPT (OpenAI), Google Gemini, Claude (Anthropic), DeepSeek, Microsoft Copilot, Notion AI, Zapier AI, and native AI within your tools (e.g., Zendesk, Intercom, HubSpot, Salesforce).
Final AI usage is confirmed during onboarding and aligned to your access rules and NDAs.
Why This Model Works
- Faster execution without losing control
- Better visibility without automation risk
- Clear ownership with modern tooling
- Enterprise reliability at scale
AI accelerates. Humans operate. Systems stay accountable.
Security & Access Standards
- Role-based access (least privilege)
- Password managers supported (1Password, Bitwarden)
- NDA available
- Change and handoff traceability
What tools does InboxPrestige work with?
We operate inside your existing email, helpdesk, CRM, and internal tools. No forced migrations unless explicitly
scoped.
Do I need to switch my current software?
No. Operations run within your current stack as long as access and scope are defined.
Which platforms are supported?
We support modern inboxes, helpdesks, CRMs, and internal workflow tools commonly used by growing teams.
What if our tools change later?
Tool changes are handled through scoped updates without disrupting daily operations.
How do you keep data consistent across tools?
Through enforced fields, tags, routing rules, and documented SOPs
Is tool access secure?
Yes. We follow least-privilege access and approved credential-handling practices
Fit Check
Before we start, we confirm:
- Tool fit
- Scope and volume
- Ownership and escalation rules
- Reporting cadence
We’ll confirm the cleanest operational setup for your tools.