Intent Detection in Email Workflows

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Summary

Intent detection in email workflows refers to using AI to understand what someone wants or needs from an email, such as a request for information or a support issue, so that the right response or action can be triggered automatically. This technology helps businesses quickly sort and handle common email tasks by identifying the sender’s intent, saving teams time and reducing mistakes.

  • Add intent sorting: Set up an AI system to automatically categorize emails by their intent—such as refund requests or employment verification—so your team knows exactly how to respond.
  • Clean up training data: Make sure your AI learns from well-labeled, consistent email samples to improve accuracy when detecting what the sender wants.
  • Automate routine responses: Use intent detection to trigger automated replies or workflows for repetitive requests, freeing up your team to work on more complex problems.
Summarized by AI based on LinkedIn member posts
  • View profile for Ion Moșnoi

    8+y in AI / ML | increase accuracy for genAI apps | fix AI agents | RAG retrieval | continuous chatbot learning | enterprise LLM | Python | Langchain | GPT4 | AI ChatBot | B2B Contractor | Freelancer | Consultant

    8,313 followers

    Recently, a client reached out to us expressing frustration with the RAG (Retrieval-Augmented Generation) application they had implemented for customer support emails by a different AI agency. Despite high hopes of increased efficiency, they were facing some significant problems: The RAG model frequently provided wrong answers by pulling information from the wrong types of emails. For example, it would respond to a refund request email with details about changing an order - simply because those emails contained some similar wording. Instead of properly classifying the emails by type and intent, it seemed to just perform a broad embedding search across all emails. This created a confusing mess where customers were receiving completely irrelevant and nonsensical responses to their inquiries. Rather than streamlining operations, the RAG implementation was actually making customer service much worse and more time-consuming for agents. The client's team had tried tuning the model parameters and changing the training data, but couldn't get the RAG application to accurately distinguish between different contexts and email types. They asked us to take a look and help get their system operating reliably. After analyzing their setup, we identified a few key issues that were derailing the RAG performance: Lack of dedicated email type classification The RAG model needed an initial step to explicitly classify the email into categories like refund, order change, technical support, etc. This intent signal could then better focus the retrieval and generation steps. Noisy, inconsistent training data The client's original training set contained a mix of incomplete email threads, mislabeled samples, and inconsistent formats. This made it very difficult for the model to learn canonical patterns. Retrieval without context filtering The retrieval stage wasn't incorporating any context about the classified email type to filter and rank relevant information sources. It simply did a broad embedding search. To address these problems, we took the following steps with the client: Implemented a new hierarchical classification model to categorize emails before passing them to the RAG pipeline Cleaned and expanded the training data based on properly labeled, coherent email conversations Added filtered retrieval based on the email type classification signal Performed further finetuning rounds with the augmented training set After deploying this updated system, we saw an immediate improvement in the RAG application's response quality and relevance. Customers finally started getting on-point information addressing their specific requests and issues. The client's support team also reported a significant boost in productivity. With accurate, contextual draft responses provided by the RAG model, they could better focus on personalizing and clarifying the text - not starting responses completely from scratch.

  • View profile for Thomas Kunjappu

    Founder at Cleary | Host @ Future Proof HR Podcast | Follow for all things AI in HR

    8,134 followers

    Your HR team is spending 20 minutes on every employment verification request. Here's how to get that time back (btw, even if you use a vendor, you're spending time). If you're an HR leader at a mid-market company, you know this pain: an employee needs a verification letter for their mortgage. It seems simple—but between logging into your HRIS, pulling data, populating your template, and triple-checking accuracy, you've just spent 20 minutes. Multiply that by 100-200 requests per year, and you're looking at 50+ hours of pure administrative work. I just recorded a walkthrough showing exactly how we're solving this at Cleary using AI agent workflows. Here's what the automated process looks like: → Request comes in via email, Slack, or your ticketing system → AI triage agent identifies it as an employment verification request → System pulls employee data directly from your HRIS → Generates a completed verification letter on your letterhead → Presents it to you for 2-minute review and approval From 20 minutes of manual work to 2 minutes of review. The video also covers a second scenario: if you use a third-party verification service, the AI can automatically route requests to them with the right context—removing you from the bottleneck entirely. What makes this different from basic automation? The AI understands intent and context. It can handle variations in how requests are phrased, knows which data to pull based on the type of verification needed, and adapts to your specific policies and procedures. This is just one workflow. The same approach applies to PTO requests, benefits questions, onboarding tasks, and dozens of other repetitive processes eating up your team's time. For HR leaders thinking about AI: Start with high-volume, repetitive tasks where the business logic is clear. Employment verification is perfect because it's straightforward, happens frequently, and immediately demonstrates ROI. Once you automate one workflow, it becomes easier to identify the next opportunity. And we make it easy. Watch the full demo in the comments 👇 What's the most time-consuming repetitive task your HR team handles? Drop a comment—I'd love to hear what's taking up your bandwidth. #HRAutomation #AIforHR #HRTech #PeopleOperations #HRLeadership #FutureOfWork #EmployeeExperience

  • View profile for Suprava Sabat

    Founder @AcquisitionX

    44,397 followers

    How AI SDRs actually work? AI SDRs do more than just send emails—they: - identify leads - analyze intent - personalize outreach - qualify prospects - book meetings all at scale. Here’s how they work And the tools that power them: 1️⃣ Lead Identification & Data Enrichment: AI finds and enriches leads using: RB2B → Identifies anonymous website visitors. Breakcold → Checks CRM to avoid duplicate outreach. Trigify.io & Leadspicker → Tracks job changes, funding rounds, and hiring trends. AI scans LinkedIn, job boards, and databases to find buyers Adds context like company news, and ensures outreach is fresh. 2️⃣ Understanding the Prompt & Generating Outreach: AI SDRs don’t just send generic messages. They follow structured prompts that define: - Goal (book a call, follow up, gather info). - Lead details (company, role, activity, pain points). - Tone & personalization (casual, direct, professional). AI also retrieves past conversations to maintain context. 3️⃣ Prioritization & Intent Detection: Not every lead is worth chasing! AI qualifies and ranks prospects based on engagement. How It works: - AI analyzes email opens, LinkedIn engagement, and CRM signals to score intent. - High-intent leads move to a high-touch sequence with immediate follow-ups. - Unresponsive leads are dropped or nurtured passively to avoid wasting time. 4️⃣ Handling Conversations & Lead Qualification: AI SDRs respond over email, chat, or voice and qualify leads using: Humanlinker & Amplemarket → Video and voice note-based LinkedIn outreach. BANT framework: to assess Budget, Authority, Need, and Timeline. If a lead fits, AI books a meeting or routes it to a human SDR. 5️⃣ Automated Follow-Ups & Smart Nurturing: Follow-ups are adjusted based on engagement: HeyReach → LinkedIn DMs. Drippi.ai → Twitter outreach. Cold DM → Instagram messaging. Smartlead / Instantly.ai → Cold email AI changes messaging angle and outreach channel (email → LinkedIn → Twitter) to improve response rates. 6️⃣ CRM Integration & Learning: Persana AI / Airscale / Clay → Optimize targeting and refine outreach. Tracks what’s working and adjusts messaging automatically. 7️⃣ Multichannel Outreach: If email fails, AI shifts to another channel where the lead is active. They find, engage, and qualify leads automatically, Allowing human reps to focus on closing deals. If you're not using AI for outbound, you're already behind. #ai #aisales

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