IR Inbox
An AI triage layer for a shared investor relations inbox that classifies incoming requests and routes them into an SLA-tracked, auditable queue.
Overview
One visible queue for email classification, confidence scoring, role-based routing, governed replies, scheduled campaigns, and human review.
- Category
- Product
- Focus
- AI operations + product design
- Date
- 2026
Process
How might an AI layer reduce manual sorting while keeping routing, responses, and accountability visible to the IR team?
- 01
AI triage
Classify each message within a taxonomy of nine parent and 17 child categories, show confidence, and propose an owner. Low-confidence and unowned requests move into review queues.
- 02
Routed queue
Organize work into My Routed, Unassigned, Needs Review, and shared inbox views so the team can immediately see what needs attention.
- 03
Resolve in one screen
Bring the thread, attachments, investor context, SLA, and editable AI draft together. People can recategorize, reroute, or flag a misclassification.
- 04
Governed response
Pair approved templates and merge fields with AI suggestions. The team can revise, approve, send now, schedule, or send to a campaign group.
- 05
Closed loop
Record acknowledgments, responses, SLA history, and an audit trail. Human corrections become feedback that improves future triage.
Request workflow
Investor request lifecycle
How incoming requests move through triage, review, response, and feedback.