Snoooz answers the routine email in your busiest inboxes. You decide, with simple rules, what it can draft, send, route, or follow up on. And you can test everything before it touches a real mailbox.
Use Snoooz with any email provider, and the AI provider your institution has already approved.
My mortgage renews in November. How long can I hold a rate, and which documents should I send?
Draft from the approved renewal guide. Hold pricing exceptions, hardship, complaints, fraud, and credit decisions.
Apply Renewals label. Preserve the thread.
The missing CX channel
Status checks, document questions, policy questions, and complaints still land in shared inboxes. No one can say what the response time is, and someone spends all day sorting.
You set the rules
Every inbox gets its own rules: when to act, what to do, which knowledge to use, and when to hand off to a person. If no rule says yes, nothing happens.
Try it before you connect anything
Paste a representative email into the Snoooz test environment. See the classification, matched permission rule, exclusions, selected action, recipients, label, context, and draft. No mailbox connection is required for the test.
My mortgage renews in November. Can you confirm the standard rate-hold period and documents required? I am not asking for a personalized rate quote.
Built around real financial-services inboxes
Snoooz can handle repeatable communication work and route defined scenarios to authorized people and systems.
Keep routine service requests moving while complaints, fraud cues, vulnerable-customer signals, and sensitive account actions remain with the right team.
General policy questions, branch information, document checklists, acknowledgements, classification, and routing.
Complaints, fraud decisions, transaction approvals, identity changes, hardship, and account exceptions.
Draft status updates, explain approved document requirements, follow up on missing items, and route exceptions. Credit decisions never leave your team.
Application status, document follow-up, renewal policy, appointment coordination, and servicing request routing.
Eligibility, underwriting, adverse action, personalized pricing, hardship, and exception approvals.
Respond to routine administrative requests using approved policy information and preserve complex or licensed work for the appropriate person.
Claim acknowledgements, status updates, certificates, forms, renewal reminders, and document requests.
Coverage determinations, claim decisions, disputes, complex advice, and licensed interpretations.
Prepare consistent drafts for routine client coordination while advisors and supervisors remain responsible for advice and suitability.
Meeting preparation, document requests, scheduling, administrative updates, and draft-first replies.
Recommendations, suitability, trade instructions, performance promises, and individualized financial advice.
Bring your own AI key
Use the AI provider and credentials your institution has approved. Snoooz supplies the rules engine, testing environment, knowledge retrieval, mailbox actions, routing, follow-ups, and activity logging around it.
You choose the model access that fits your internal AI and vendor policy.
Rules, exclusions, approved context, testing, draft or send actions, routing, follow-ups, and logs remain in the Snoooz workflow layer.
Draft, send, route, label, move, or follow up through the configured mailbox and workflow.
Nothing to migrate
Connect Google Workspace, Microsoft 365, or supported IMAP/SMTP mailboxes, including shared and role-based addresses. Replies stay in the email channel customers already use.
Gmail, Outlook, shared mailboxes, IMAP/SMTP, Google Calendar, and Outlook Calendar.
Salesforce, Microsoft Dynamics, approved APIs, webhooks, and custom data sources.
SAP, Odoo, helpdesk sources, and enterprise integrations based on the customer configuration.
Approved documents, FAQs, policies, websites, thread history, and optional past-reply patterns.
Native capability and integration depth vary by provider. Enterprise integrations can also use REST APIs, webhooks, inbound context, and direct data-source reads.
A controlled path to production
Start with representative emails and draft-only operation. Expand automatic actions only where the institution has accepted the rule, context, and risk boundary.
Build rules and test representative emails without creating a live draft or outbound message.
Snoooz prepares replies. Your team reviews, edits, and sends from the existing mailbox.
Enable automatic actions for defined request types while keeping exclusions in review.
Add inboxes, rules, context, and actions based on observed performance and governance approval.
Security and procurement
Security, privacy, legal, procurement, and third-party risk teams can review the relevant program materials and deployment options before a pilot.
Platform figures are based on Snoooz internal production data and public company materials. Actual results vary by inbox, workflow, data quality, model selection, and operating configuration.
Procurement package
Qualified prospects can request materials for security, privacy, legal, procurement, and third-party risk review.
Questions we hear from evaluation teams
Meet Snoooz Team at CXFS 2026
We’ll show you how to set the rules, define exceptions, and test each action. No mailbox connected. Nothing sent.