AI Agent · Support
Sheri
A support specialist who drafts every reply your team approves.
Sheri reads every ticket, draws from your past replies and team-internal notes, and writes a response in your voice — with citations, escalation flags, and the right context for whoever opens the ticket. Your team approves or edits with one click.
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What Sheri does
Trained on your data.
Drafting in your voice.
Retrieval from your own knowledge
Indexes your past replies and team-internal notes; help-doc / KB ingestion is on the near-term roadmap. Citations built in.
Drafts, never sends alone
Every reply waits for human approval. Sheri learns from what you accept, edit, or reject.
Private note suggestions
Flags escalations, tags the right owner, and leaves context before your team opens the ticket.
Close-ticket gating
Can close tickets only with explicit per-category approval. Never touches billing.
One workspace
Sheri reads across every app you run — as one workspace.
That's the difference between a chatbot bolted onto a CRM and an operator who actually understands your business. Sheri sees your contacts, your tickets, your proposals, your projects, and your performance data as one connected system — so a draft on Monday already knows what shipped on Friday. No copy-pasting context between tools. No re-explaining the customer every time. She arrives with the file already open.
Included with every AMW Suite plan — no extra add-on, no per-seat agent fee.
Why this matters
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01Drafts use real context — the actual customer, the actual deal, the actual history.
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02No integration tax — your apps already talk to each other before Sheri arrives.
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03One login, one invoice, one place every action gets approved.
How Sheri works in your stack
Every action runs through this loop. The agent never skips a step.
Trigger
A new ticket lands in your CRM or ClientHub.
Context
Sheri reads the ticket plus your past replies and any internal notes already on the contact.
Draft
Reply drafted in your voice with citations linking to the source articles she pulled from.
Approval
Your team reviews and taps approve, edit-then-send, or reject.
Memory
Edits and rejections feed back into how she writes the next reply on a rolling 30-day window.
Trigger
A new ticket lands in your CRM or ClientHub.
Context
Sheri reads the ticket plus your past replies and any internal notes already on the contact.
Draft
Reply drafted in your voice with citations linking to the source articles she pulled from.
Approval
Your team reviews and taps approve, edit-then-send, or reject.
Memory
Edits and rejections feed back into how she writes the next reply on a rolling 30-day window.
See it for yourself
Here's what Sheri drafts.
Re: Where is my January invoice?
Hi Maya — your January invoice was sent on Jan 3rd to maya@harborlinen.com.
It's possible it landed in spam — happens with most automated billing emails the first time. I've attached a fresh copy here so you don't have to dig. While I had your file open, I noticed your renewal is set for Feb 14th. If you'd like the same plan with no changes, you don't need to do anything. If you want to look at the higher tier (you've been over your seat count for 3 months), I can pull a side-by-side comparison and have one of the team reach out. Let me know which.
Cited from
- Help Center / Billing / Where to find your invoice
- Internal note · Feb 12 2025
Real drafts in your workspace will use your data, your voice, and your knowledge base. This is a representative sample.
Where you'll see Sheri
Sheri's drafts surface inside the apps you already use.
You stay in control
Agents do the work. You stay in charge.
You decide what your agents handle on their own and what they bring to you first.
Common questions about Sheri
What does Sheri actually decide on her own?
Nothing that leaves your workspace — every reply is a draft, every action waits on a human tap. She can do read-only research (look up past tickets, flag the right owner) without your approval. Anything sent, a status change, or a closed ticket needs you to click approve first.
How does she stay in our voice and not sound like ChatGPT?
Sheri reads your past replies — the ones your team has actually sent and customers have responded well to — and uses them as the voice anchor for new drafts. The more she sees you accept or edit, the closer she gets. Drafts get sharper over time as your feedback compounds.
What about billing or refund tickets — won't she get those wrong?
Sheri won't touch billing — that's deliberate. Any ticket she classifies as billing-adjacent gets routed straight to the human owner with a context summary; she doesn't draft a customer-facing reply at all. Same for legal, account closures, and anything she flags as risk.
What data does Sheri see, and where does it live?
Sheri reads from the apps you connect. Everything stays inside your workspace.
Better together
Pair Sheri with the rest of the team.
Every AMW Suite plan includes the full agent team. They read across the same workspace, so the work flows between them.
See Sheri run on your data.
Book a 20-minute walk-through. We'll set Sheri up on a slice of your real workflow — and show you what she drafts before you commit to anything.
Sheri comes with every AMW Suite plan.