Autonomous Agents & Dynamics 365 Customer Service: The Night the Emails Died
Update: 2025-12-11
Description
(00:00:00 ) Streamlining for speed
(00:12:01 ) Building adoption through rhythm
(00:17:42 ) Overcoming classic failure patterns
(00:23:31 ) Executing effective 30-day releases
The night the emails died, the city got quiet. In this noir-soaked episode, we walk the alleys of shared inbox hell—rotting cases, dead letters, heroic agents burning out one thread at a time. Then the city changes. Three autonomous operators roll in and take over the work humans keep dropping:
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(00:12:01 ) Building adoption through rhythm
(00:17:42 ) Overcoming classic failure patterns
(00:23:31 ) Executing effective 30-day releases
The night the emails died, the city got quiet. In this noir-soaked episode, we walk the alleys of shared inbox hell—rotting cases, dead letters, heroic agents burning out one thread at a time. Then the city changes. Three autonomous operators roll in and take over the work humans keep dropping:
- The Case Scanner – reads every email, pulls every clue, creates every case before it hits the floor
- The Traffic Controller – routes like traffic, not vibes; skills, capacity, and SLA heat instead of “who likes billing?”
- The Shadow Operator – drafts replies, pulls knowledge, and speaks only when it has receipts
- Shared inboxes as crime scenes: dead letters, unread neon, weekend dead zones
- Email isn’t the villain—it’s the witness
- “Dead letters” as the core metaphor: every minute a message sits, it dies a little
- The real pattern: slow replies → sharp follow-ups → manager CCs → churn threats
- How shared inbox operations really break:
- Misfiled threads and fragmented stories
- Attachments buried in “Re:” / “Fwd:” chains
- Ownership roulette—everyone reads, nobody owns
- Why inbox ≠ queue: it’s just a street corner you hope someone walks past
- Routing by vibe: “she likes billing,” “he knows Product A”
- Time wasted on copying, pasting, re-asking for info that’s already attached
- The myth of the heroic agent and the danger of knowledge walking out the door
- Core diagnosis: you’re asking humans to do what machines do better—remember, classify, route, recall
- Watches support@, info@, intake@ and never blinks
- Reads subject, body, attachments; extracts IDs, tags products, stitches threads
- Turns chaos into structured fields (customer, product, priority) on arrival
- OCR on PDFs and screenshots; “one story, not three”
- Routes by skills, capacity, customer tier, and SLA heat
- No more “I like billing, so I’ll take it”—rules, queues, workstreams
- Routing diagnostics act as a flight recorder: what rule fired and why
- Misroutes become rule fixes, not witch hunts
- Reads the case + archive and drafts responses before agents finish sighing
- Summaries with sources, replies with receipts, asks for only the missing info
- Multi-language and tone-aware; always cites where it pulled from
- Human still owns the send; every move is logged and governed
- 2,500 emails/day, 48–72 hour first responses
- Scanner extracts product codes, order IDs, OCRs receipts
- Controller routes by reason (returns, damage, exchange) and tier
- Shadow Operator replies with the right KB reference and clean next steps
- Result: auto-triage takes most volume; first response time drops sharply
- Agents playing archaeologist with forms and photos
- Scanner detects severity language (fracture, total loss, water ingress)
- Controller routes to the right adjusters with urgency and tier
- Shadow Operator drafts clear, specific asks and cites policy clauses
- Result: backlog drops, agents stop triaging and start deciding
- 1,000 tickets/day, no case creation, ~30% lost in the gap
- Scanner watches intake@ and tags “benefits,” “onboarding,” “contract”
- Controller routes by client, region, and SLA heat
- Shadow Operator builds onboarding replies with the exact next three steps
- Result: capture and assignment climb into the 90%+ range, black hole closes
- 00:00 — Email lands in support@; Scanner reads motive, extracts IDs, opens case, pins attachments with OCR tags
- 00:01 — Controller applies rules (intent, tier, skills, capacity, SLA heat) and assigns to the right agent
- 00:02 –00:03 — Shadow Operator drafts a reply with empathy, the right policy or article, and minimal, precise asks
- Ingest at the edge
- Turn on Email-to-Case on every relevant mailbox
- One portal intake, one chat lane if needed
- One drawer (case) per clue source
- Intent without ceremony
- Start with simple rules: “refund,” “damage,” “reset password”
- Gradually teach it the phrases that matter in your domain
- Aim for good coverage over perfection
- Archives that answer (not a morgue)
- Curate 10–20 high-impact articles that close most tickets
- Clean titles, dated facts, one quotable line per article
- Wire Copilot/Shadow Operator to pull from these, not folklore
- Case creation on impact
- Auto-create cases on intake; extract customer, product, priority
- Attach everything, start SLA timers from the system, not humans
- Keep required fields lean and meaningful
- Routing like traffic, not vibes
- Three queues: Tier 1, Specialists, VIP
- Real skill tags, capacity profiles, workstreams per channel
- Use diagnostics to fix rules instead of blaming people
- Escalation as law, not panic
- Start with one SLA (first response) and enforce with automation
- Optional second SLA for VIP resolution
- Escalation rules as policy, not emotional reaction
- Shadow Operator on the wire
- Limit it to safe prompts (“first reply,” “ask for missing info,” “close case summary”)
- Require sources and human approval
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