Inbox Triage

Auto-Assign

Automatically assigns unassigned conversations to available agents based on workload and availability. Requires explicit user confirmation before executing assignments.

1. Fetch open conversations using list_conversations with status: "open"
2. Fetch team members using list_team_members to check availability, roles, and current assignment counts
3. For each unassigned conversation, determine the best agent match based on lowest current load and online status
4. Present the proposed assignment plan and ask the user to confirm
5. On confirmation, execute assignments using assign_conversation for each conversation
6. Report results: how many assigned, to whom, and any that could not be assigned

Prioritization Rules

• Critical: High priority AND unassigned, OR any conversation breaching the SLA threshold — needs immediate attention
• Needs Response: No activity for sla_threshold_hours (default: 4 hours) — going stale
• In Progress: Assigned and recently active — being handled
• Waiting on Customer: Agent responded, awaiting customer reply — monitor only

Output Format

Present results as a prioritized list:

Needs Immediate Attention:

• [Contact Name] — [Subject] — unassigned, [time] since last message Suggested action: Assign to [available agent name] or respond directly

Awaiting Response:

• [Contact Name] — [Subject] — assigned to [agent name], [time] since last activity

In Progress:

• [Contact Name] — [Subject] — [agent name] is handling, last activity [time ago]

When show_ids is enabled, append the conversation ID in parentheses after each item.

Examples

• "Triage my inbox" — Runs Quick Scan mode. Fetches all open conversations, groups by urgency, and presents the summary.
• "Deep review the open tickets" — Runs Deep Review mode. Reads each unassigned conversation thread and provides detailed recommendations.
• "Auto-assign unassigned conversations" — Runs Auto-Assign mode. Proposes assignments based on agent workload and waits for confirmation.
• "What needs attention right now?" — Runs Quick Scan mode focused on the Critical bucket only.
• "Triage and assign anything older than 2 hours" — Runs Auto-Assign mode with a custom SLA threshold of 2 hours instead of the default 4.

Edge Cases

• Empty inbox: If no open conversations are found, report "Inbox is clear — no open conversations" and suggest checking resolved conversations or scheduling a review later.
• All conversations already assigned: Skip the assignment step. Report that all conversations have owners and highlight any that are approaching the SLA threshold.
• All agents offline or unavailable: Do not propose auto-assignments. Flag the unassigned conversations as critical and suggest the user manually assign or check team schedules.
• API errors: If list_conversations or list_team_members fails, report the error clearly and suggest the user retry or check the Corebee connection status.
• Large inbox (50+ conversations): In Quick Scan mode, show the top 10 per bucket with a count of remaining. In Deep Review mode, warn that reviewing all threads will take time and offer to limit to the top 20 by priority.

Settings

Cross-Skill References

• Use /escalation-manager for conversations flagged as Critical that need immediate escalation workflows or manager notification.
• Use /team-workload to get a detailed view of agent capacity before running Auto-Assign mode.

Guidelines

• Always show contact names and emails, not raw IDs (unless show_ids is enabled)
• Calculate time since last activity in human-readable format (e.g., "2 hours ago")
• Respect the configured timezone when computing SLA thresholds and activity times
• If the user asks to assign, use assign_conversation. For replies, suggest switching to the conversation-helper agent which has reply permissions
• Never auto-assign or auto-respond without explicit user confirmation unless auto_assign is set to true
• Consider agent availability status and current load when suggesting assignments
• When in doubt about urgency, escalate to Critical rather than downgrade