Sections: Navigation Dashboard Ticket Inbox Ticket Detail Knowledge Base FAQ Suggestions Settings Workflow
UI/UX Design Concept · v1.0 · Pilot

REDI Email Assistant

A CRM-style web app that reads incoming email from a Microsoft 365 mailbox, opens a ticket for each inquiry, drafts a reply grounded in approved documents and FAQs, and keeps the entire conversation in a single thread. Non-technical staff supervise a small, trustworthy AI — instead of replacing them.

Microsoft 365 / Outlook · IMAP & Graph API
OpenAI · grounded on your KB
6 screens · staff-facing web app
Government / non-profit friendly tone

Color palette

Primary
#1C4772
Accent
#40872E
Success
#15803D
Warning
#B45309
Danger
#B91C1C
Info
#1D4ED8
Surface
#FAF8F3

Status badges

NewAI Draft ReadyAuto-Replied
Held for ReviewWaiting for StaffClosed

Typography

Aa Bb 0123
Outfit · 400 / 500 / 600 / 700 — for all UI text
JetBrains Mono · IDs, codes, metrics
1

Dashboard / overview & KPIs

A morning-glance overview for the inquiries lead. Six cards summarise what happened yesterday and this week; a 12-month chart shows volume trend; a confidence summary tells the lead how trustworthy the AI's auto-replies are; a live activity feed shows the last 10 system events.

app.redi.org / dashboard
Dashboard / Overview
MJ
Maria J.
Lead
Good morning, Maria 👋
Here's what happened in the inbox this week — Tuesday, July 21
This week
Export report
Total emails
1,247
12% vs last week
Auto-answered
892
71.5% of total
Held for review
73
↓ 8 since yesterday
Answered after review
156
Staff avg. 9 min
New FAQ suggestions
18
12 awaiting review
Avg. response time
1.4h
From 4.2h pre-pilot
Auto-reply rate
71.5%
Target: 65%
Avg. AI confidence
96.2%
Threshold 95%
Monthly email volume
Stacked by reply path · last 7 months
Auto-replied Staff-reviewed
Confidence summary
Of 892 auto-replies this month
High (≥ 95%) — auto-sent
696
Medium (80–94%) — auto-sent
196
Low (< 80%) — held for staff
54
Threshold95%
Recent activity
Last events across the inbox
View all →
Auto-replied to Sarah Johnson · 96% confidence · Eligibility
2 minutes ago
AI draft ready for Michael Chen · Document requirements · 91%
14 minutes ago
Held for review — Emma Williams · "Appeal process question" · 78%
38 minutes ago
New FAQ suggested — "How do I update my contact info?"
1 hour ago
Maria approved & sent reply to T-1038 · Lisa Rodriguez
2 hours ago
Auto-replied to David Park · Translation services · 98%
3 hours ago
Closed ticket T-1029 · Robert Kim · "Deadline extension"
Yesterday at 4:48 PM
FAQ published to website · "Required forms for renewal"
Yesterday at 2:13 PM
Total emails received — counter with week-over-week delta
Auto-answered — sent without staff touching the ticket
Held for review — below threshold, awaiting human eyes
Answered after review — staff edited the AI draft then sent
New FAQ suggestions — patterns the AI noticed, not yet approved
Average response time — first reply timestamp, auto + manual
Confidence score summary — bucketed by high / medium / low
Monthly email volume chart — stacked auto vs staff, 7 months
2

Ticket Inbox / all incoming REDI emails

Every email that hits the connected Outlook mailbox becomes a ticket row here. Status chips mirror the lifecycle, confidence bars tell staff at a glance whether the AI is sure of itself, and one click opens the full conversation in the Ticket Detail view.

app.redi.org / inbox
Ticket Inbox / All tickets
MJ
Maria J.
Lead
Ticket Inbox
1,247 tickets this month · 73 need your attention
Filter
Export
All 73 New 8 AI Draft Ready 12 Auto-Replied 29 Held for Review 14 Waiting for Staff 6 Closed 4
Ticket Sender Subject Status AI Conf. Category Received Assigned to
T-1044
SJ
Sarah Johnson
sarah.j@gmail.com
Application status inquiry · RE: Q2 intake Auto-Replied
96%
Eligibility 2h ago
AI Auto-reply
T-1043
AH
Aisha Hassan
aisha.hassan@gmail.com
Settlement services for new permanent resident · health card, LINC, credentials AI Draft Ready
91%
Settlement 4h ago
MJ
Maria J.
T-1042
EW
Emma Williams
emmaw@outlook.com
Appeal process question Held for Review
78%
Appeals 5h ago
RC
Robert C.
T-1041
DP
David Park
d.park@gmail.com
Translation services availability Auto-Replied
98%
Services 6h ago
AI Auto-reply
T-1040
LR
Lisa Rodriguez
lisa.r@company.org
Refund request — cancelled cohort Waiting for Staff
62%
Finance Yesterday
AS
Amara S.
T-1039
JT
James Thompson
jthompson@msn.com
Eligibility criteria update New
99%
Eligibility Yesterday
— Unassigned —
T-1038
AP
Aisha Patel
aisha.p@gmail.com
Required forms for renewal Closed
95%
Renewal 2 days ago
MJ
Maria J.
T-1037
RK
Robert Kim
r.kim@startup.io
Deadline extension request Closed
88%
Applications 3 days ago
RC
Robert C.
Showing 1–8 of 73 tickets
‹ Previous
1
2
3
10
Next ›
Status filter chips with live counts for each bucket
Confidence pill — green / amber / red, never blocks the row
One-click open — entire row navigates to Ticket Detail
Bulk select + assign — checkbox column coming in v1.1
3

Ticket Detail / read, draft, decide

The workhorse screen. The left two-thirds shows the entire email thread — original, AI draft, and every prior reply — so staff always see the full context. The right rail summarises what the AI understood, which source documents it used, and a big confidence score. The action bar at the bottom decides the ticket's fate.

app.redi.org / inbox / T-1043
Ticket Inbox / T-1043 / Settlement services for new permanent resident
MJ
Maria J.
Lead
T-1043 · from aisha.hassan@gmail.com · 4 hours ago
Settlement services for new permanent resident
Status   AI Draft Ready Category   Settlement Thread   1 of 2 messages Assigned   Maria Johnson
Aisha Hassan <aisha.hassan@gmail.com>  Inbound
Tue, Jul 21 · 12:47 PM

Hello REDI team,

My husband and I just received our Confirmation of Permanent Residence (COPR) and we're moving to the Sarnia–Lambton region next month. We're a little overwhelmed by everything we need to set up, and I have a few specific questions:

1. How do I apply for the provincial health card (OHIP)? I've heard the application can only be done in person and that there's a waiting period — is that true?

2. Where can I find free English language classes? My spoken English is okay but I'd like formal training. Are there government-funded programs for new PRs?

3. I have an engineering degree from back home. Will it be recognized here, and do I need a credential assessment before I can apply for jobs in my field?

Any guidance on where to start would mean a lot. Thank you so much for your time.

Warm regards,
Aisha Hassan

AI Draft
redi@org.org → aisha.hassan@gmail.com
Draft · auto-saved 12:48 PM

Hi Aisha,

Welcome to Canada — and congratulations on your permanent residence! It's completely normal to feel overwhelmed at this stage; here are the answers to your three questions:

1. OHIP (provincial health card) — You can apply in person at any ServiceOntario centre. Bring your PR card, passport, proof of Ontario address, and a supporting document (e.g. work permit or IRCC letter). There is a 3-month waiting period from your arrival date before coverage starts, so we strongly recommend purchasing private coverage for that gap. Many employers also offer health benefits during the waiting period.

2. Free language classes — Yes, LINC (Language Instruction for Newcomers to Canada) is fully government-funded and free for permanent residents. Classes run from beginner (CLB 1) to advanced (CLB 8), with childcare available at many sites. In the Sarnia–Lambton area, you can register through the Sarnia–Lambton Adult Education & Training Centre — we'll include a referral form with our follow-up email.

3. Credential recognition (engineering) — Engineering is a regulated profession in Canada. You'll need an assessment through WES (World Education Services) or ICES, and licensure through Professional Engineers Ontario (PEO). The WES assessment takes 2–3 months and costs about $300 CAD. We recommend starting it now so it's ready when you begin your job search.

Our Newcomer Settlement Guidebook (PDF) walks through all three of these steps in detail, and the FAQ: First 30 Days in Sarnia–Lambton covers housing, banking, and school enrolment for children. The Sarnia–Lambton Local Immigration Partnership also runs a free newcomer welcome session every other Thursday at the Lambton County Library — we'd be happy to add you to the next one. Just reply to this email.

Best of luck with the move,
The REDI Team

Approve & Send
Edit Draft
Hold for Review
Mark as Complex
Add to FAQ
← Previous
Next →

Overall confidence

AI
91%
Above 95% threshold — would auto-send

Detected questions

3 found
1Q: How does Aisha apply for the provincial health card (OHIP) and is there a waiting period?
2Q: Where can new PRs access free English language classes (LINC)?
3Q: Will a foreign engineering degree be recognized, and is a credential assessment required?

Per-answer confidence

1 OHIP application95%
2 Free LINC classes91%
3 Credential recognition87%

Sources used

3 docs
PDF
Newcomer Settlement Guidebook 2026
Pages 8–14 · last updated Jul 12
FAQ
FAQ: First 30 Days in Sarnia–Lambton
Published · used 67× this month
WEB
Credential Recognition Quick Reference
Synced from canada.ca · WES & PEO
Threaded conversation — original email + AI draft visible together, kept in the same Outlook thread
Detected questions with per-answer confidence bars — staff see exactly where the AI is shaky
Source documents linked inline — one click verifies the answer is grounded
Five primary actions: Approve & Send · Edit · Hold · Mark Complex · Add to FAQ
4

Knowledge Base / approved documents & FAQs

The single source of truth that the AI is allowed to quote from. Each row shows how many times the document was used to answer a real question, so the team can spot under-used gems and over-referenced canon. Toggling a document off immediately stops the AI from citing it — useful for outdated policies.

app.redi.org / knowledge
Knowledge Base / Documents & FAQs
MJ
Maria J.
Lead
Knowledge Base
32 approved documents · 18 published FAQs · last updated 2 days ago
Upload document
New FAQ
All 50
PDF Documents 22
Internal Docs 10
Published FAQs 18
⚠ Disabled 3
All categories Eligibility Application Appeals Services Renewal Finance
Eligibility Criteria Guide 2026
📁 PDF · 18 pages 🗂 Eligibility 🕒 Updated Jul 12, 2026 👤 Owner: Programs Team
142
used in replies
View
Edit
Application Checklist Published
📁 PDF · 6 pages 🗂 Application 🕒 Updated Jul 18, 2026 👤 Owner: Maria Johnson
89
used in replies
View
Edit
FAQ: Required Documents for Application
📁 FAQ · Public 🗂 Application 🕒 Updated Jul 15, 2026 🌐 on website
67
used in replies
View
Edit
Appeals Process Policy
📁 DOCX · Internal only 🗂 Appeals 🕒 Updated Jun 28, 2026 👤 Owner: Legal
34
used in replies
View
Edit
Translation Services Brochure
📁 Web link 🗂 Services 🕒 Synced Jul 19, 2026 🔗 org.org/services/translation
28
used in replies
View
Sync
Fee Schedule 2025 Disabled
📁 PDF · 4 pages 🗂 Finance 🕒 Replaced Jul 18, 2026 👤 Owner: Finance
19
last 30 days
View
Replace
Usage counter per document — see what's working and what's gathering dust
Soft delete via toggle — disabled docs are never cited, but stay in history for audit
Web link source — paste a URL, AI re-indexes on a schedule
Publish to website flag toggles a doc from internal-only to public FAQ
5

FAQ Suggestions / patterns the AI noticed

Every unanswered or fuzzy question gets logged here automatically. When the same question comes in three or more times, the AI proposes a new FAQ entry. Staff review, edit the wording, and either approve it for the internal knowledge base or push it straight to the public website FAQ.

app.redi.org / knowledge / faq-suggestions
FAQ Suggestions / 18 pending
MJ
Maria J.
Lead
FAQ Suggestions
Auto-detected from real incoming emails — review, edit, then approve
Filter
Bulk approve
All 18 New 7 Under Review 5 Approved 4 Rejected 2 Published 12
"How do I update my contact information after submitting my application?"
Under Review
AI-suggested answer: You can update your contact information at any time by logging into your applicant portal at portal.redi.org and selecting "Edit Profile." Changes are reflected in our system within 1 business day. If you are unable to access the portal, reply to this email and we'll update it for you within 24 hours.
📨 Asked in 4 tickets this week 📄 Source: Application Portal Guide 🏷 Eligibility
Reject
Edit
Approve to KB
🌐 Approve & Publish
"What is the average processing time for an appeal?"
New · 6 occurrences
AI-suggested answer: The standard processing time for an appeal is 15 business days from the date we confirm receipt of your appeal packet. You will receive a status update by email at days 5, 10, and 15. Expedited appeals (where the applicant faces documented hardship) are typically decided within 7 business days.
📨 Asked in 6 tickets this week 📄 Source: Appeals Process Policy (p. 2) 🏷 Appeals
Reject
Edit
Approve to KB
🌐 Approve & Publish
"Can I submit documents in languages other than English?"
Approved · awaiting publish
AI-suggested answer: Yes. We accept documents in English, Spanish, French, and Arabic without translation. For all other languages, please include a notarized English translation. Translation services are available free of charge — request one when you submit your application.
📨 Asked in 11 tickets this month 📄 Source: Translation Services Brochure 🏷 Services
✓ Approved by Maria J. · 2h ago
Edit
🌐 Publish to website
"Where do I find my case number?"
New · 3 occurrences
AI-suggested answer: Your case number is shown in the subject line of every email we send you, formatted as REDI-[YYYY]-[#####]. You can also find it by logging into the applicant portal — it appears at the top of your dashboard.
📨 Asked in 3 tickets this week 📄 Source: Email & Portal Templates 🏷 General
Reject
Edit
Approve to KB
🌐 Approve & Publish
6

Settings / integrations, thresholds, rules

A left-rail tab system groups settings by concern: Email & AI, Auto-Reply, Knowledge & Web, and Team. Every dangerous change (disabling auto-reply, dropping the confidence threshold) requires a confirmation, and every change is logged in the audit trail.

app.redi.org / settings / auto-reply
Settings / Auto-Reply
MJ
Maria J.
Lead
Email & AI
Auto-Reply Rules
Knowledge & Web
Team & Roles
Audit & Logs
About

Microsoft 365 Connection

The mailbox the system monitors. All inbound mail here becomes a ticket; all replies are sent from this address.
Connection status
Last checked 3 minutes ago
Connected as redi@org.org
 
Disconnect
Re-authorize
Watched mailbox
Polling interval
Lower = faster, more API calls

OpenAI Configuration

Drives every AI feature. The API key is stored encrypted in our secrets manager and never displayed in full.
API key
Format: sk-…
 
Update key
Model
Temperature
0 = deterministic, 1 = creative
0.2

Auto-Reply Behaviour

The master controls. We recommend leaving auto-reply ON with the threshold at 95% during pilot.
Auto-reply enabled
When OFF, every reply is held for staff.
ON
Confidence threshold
Replies scoring below this are held for review. Default 95%.
95%
Hold for review when…
Triggers that always force a human eye, regardless of confidence.

Website FAQ Link

When you publish a FAQ, it gets pushed to this URL pattern on your public website.
Public FAQ URL
Webhook for FAQ publish
Optional — POST when a new FAQ is published
W

Staff Workflow / from inbox to answer

A short narrative of how a single inquiry moves through the system, from the moment it lands in the Outlook mailbox to the moment the staff member closes the ticket.

From email receipt to final reply

Below is the path of one ticket — Aisha Hassan's question about settlement services after receiving her COPR — across the seven steps the system goes through. The same path handles every email, whether the AI ends up auto-replying or holding for human review.

1
Email received
Outlook forwards Michael's email to redi@org.org. A webhook pings the app instantly.
2
Ticket created
App auto-creates T-1043 in the inbox. Status: New. Sender and subject captured.
3
AI analyzes
Detects 3 questions. Searches the knowledge base and finds 3 relevant documents.
4
Draft generated
OpenAI writes a grounded reply, citing each source. Per-answer confidence: 96% / 87% / 94%.
5
Confidence check
Overall 91% — below the 95% threshold. The reply is not auto-sent.
6
Staff review
Maria opens the ticket, reads the thread, glances at sources. Approves & sends in ~ 90 seconds.
7
Closed & learned
Reply sent, ticket closed. Question logged as a potential FAQ — ready for next week's review.
What the staff person actually does

In step 6, Maria does three things: skim the original email, read the draft, glance at the source documents. That's it. No copy-paste, no draft-from-scratch, no tab-switching to find a policy.

What happens automatically

Steps 1–5 and 7 happen with no human input. The Outlook webhook, the AI, the confidence check, and the thread-keep are all silent and instant.

How staff trust is built

Every draft shows its sources inline and a per-answer confidence. Staff only send replies they would have written themselves — the system shortens the work, it doesn't replace the judgement.

REDI Email Assistant · UI/UX concept for pilot · prepared July 2026
6 screens · 1 web app · 1 Outlook mailbox · 1 knowledge base