AI and email management go hand in hand.

There are AI tools dedicated to helping you clean your inbox (like SaneBox) and plenty that help you draft emails better and/or faster.

In a world where new AI tools are releasing every day, we're going to share some practical ways to use AI within email and your inbox.

At the end of each section, we'll cover some of the best AI email tools and AI assistants that can help you be more efficient in your inbox—whether you're a Gmail or Outlook user.

Here at Missive, our users get a lot of emails—100+ in a day in some cases. We crowdsourced the most practical, helpful AI suggestions that real businesses are using to maintain a clutter-free, productive inbox.

How is AI most commonly used in email?

Before we jump into the examples, these are the three broad buckets where AI is used within inboxes:

• Clean emails
• Draft emails
• Kick off other tasks

For cleaning emails, there is usually a deep purging functionality (i.e., archive all emails before a certain date) as well as a new system to keep your inbox clean after the purge (i.e., auto-categorization into folders/labels). SaneBox is a great example of this bucket.

For drafting and writing emails, you can create prompts that take into consideration your writing style, structure, and tone and add in resources for AI to pull context from—most commonly, your knowledge base or website.

For kicking off other tasks—this is the most exciting part of AI within your inbox. Certain tools (like Missive's AI-powered rules) allow you to automate a set of actions based on the context of an email. Imagine every email gets assigned to the right people, a set of tasks is created, a label or folder is applied, and an entry is made in your CRM—without a single human interaction. That’s magic!

Let's get to the AI-powered magic.

We're highlighting Missive's AI-powered rules in the examples below, but you can create your own AI email automations with your favorite tools, and we include some recommendations.

Here are the 6 best AI email workflows.

1. Use AI to auto-label and archive to reduce noise

Our inboxes get inundated every day, but not every email deserves equal attention. A clean inbox needs a system of categorization.

Historically, you could set up automations based on sender, message content, etc.—but now with AI, you can understand the context of emails, which changes email management entirely.

It's like having an AI assistant read each email and then categorize it based on the context within. It's far more robust than just looking at the sender domain.

If you don't already have some form of auto-labeling, auto-folder categorization, or archiving automation running, here are a few examples to get you started:

• Is this email promotional in nature → Add "Promotional" label → Archive
• Is this email a receipt or invoice → Add "Receipt" label → Forward to bookkeeper → Archive
• Is this email a newsletter → Add "Newsletter" label → Archive

By auto-filing certain emails out of your inbox using AI, you'll be able to focus on the ones that need your attention. And when you have some free time, you can visit your newsletter label to catch up on industry insights.

Most modern email clients have some version of this built in. If you're looking for an add-on tool for Gmail or Outlook, we cover those below as well.

Best AI email client that can auto-categorize emails:

Missive — Inbox collaboration for teams

• Pros:
  
  • Super flexible rules that can create any categorization system you can dream up
  • Designed for team collaboration (team and personal inboxes)
  • Supports Gmail, Outlook, and more
  • Plans start at $18/user/month‍
• Cons:
  
  • You must manually set up each rule, even defaults like Promotions in Gmail

Superhuman — Great for keyboard shortcut lovers

• Pros:
  
  • Supports Gmail and Outlook
  • Natural language features (e.g., "snooze for a couple weeks")‍
• Cons:
  
  • Expensive at $30/user/month
  • Steep learning curve if you're used to a traditional email client

Shortwave — For an AI-first inbox

• Pros:
  
  • AI-powered inbox search
  • Internal commenting for teams
  • Split inbox tabs‍
• Cons:‍
  
  • Only supports Gmail

Best AI add-on for Gmail/Outlook to auto-categorize emails:

SaneBox — AI email organizer that integrates with your existing client

• Pros:
  
  • Keep using your current client
  • "Deep Clean" feature for inbox reset
  • Free trial available‍
• Cons:
  
  • Limited to inbox cleanup and categorization
  • Requires time investment for training

Unroll.me — Alternative to SaneBox, bulk email cleaner for any provider

• Pros:
  
  • ‍Simple UI ("Keep", "Block", or "Roll Up")
  • Free to use‍
• Cons:
  
  • Uses your data for advertising

2. Use AI to trigger a set of tasks based on email type

AI can save time inside your inbox—but using it to trigger external workflows is where the magic really happens.

Example: A real estate business receives emails from both buyers and sellers in a shared inbox. Their workflows are completely different, so we used AI to identify the intent and trigger specific assignments, tasks, and summaries for the right team members.

If you have different workflows depending on the email, you can use AI to detect the context and automate accordingly.

Best AI automation builders for email:

Relay.app — AI-first workflow builder

• Pros:
  
  • Super easy setup
  • Lots of templates
  • Free plan (200 steps, 500 AI credits)‍
• Cons:
  
  • Fewer integrations than more established tools

Zapier — Classic builder, now with AI

• Pros: 
  
  • ‍Massive integration library
  • Lower cost at scale‍
• Cons:
  
  • Only 100 free Zaps on the free plan
  • No AI credits included

Missive — AI rules built into the collaborative inbox

3. Use AI to auto-unsubscribe from emails you don't read

Inbox maintenance is like pruning a tree—it requires regular attention.

With AI clients, workflow builders, or Missive rules, you can automatically clean up emails without manually clicking "unsubscribe."

Set it up narrowly (specific senders or domains) or broadly (based on open behavior, like emails unread for 30+ days).

Solutions like SaneBox include versions of this, though some manual training may be required.

4. Use AI to escalate urgent emails to management

Say you run an accounting firm where each client has a dedicated team and inbox.

Most messages are about invoices, but occasionally, an urgent email from the CEO arrives that needs management's attention.

AI can identify urgency and escalate the message automatically to the right person.

Other tools can do this too—but may require you to create specific folders/labels and rely on manual monitoring.

5. Use AI to draft emails for common questions

This works best if you have a large, public knowledge base or help center that the AI can reference. If you do, you can use one of the newer AI models that allow you to search the web.

Here's the prompt we use at Missive for our support team: 

You are an expert customer support specialist for Missive, the collaborative team inbox platform. Your job is to draft accurate, empathetic, and clear replies to customer inquiries based only on official Missive documentation.

Rules:

• Use only information from learn.missiveapp.com and missiveapp.com.
• Never reference or quote other websites.
• Do not suggest third-party tools or workarounds.
• If documentation does not cover the topic, acknowledge it and offer to escalate to the dev team.
• Never invent features or information.
• Do not include email addresses, links to support, or "feel free to contact us."
• Always acknowledge the user's concern first, then offer solutions.
• When referencing documentation, create inline links (link words or phrases), never paste full URLs.

Style:

• Begin with "Hi [Name]," or "Hi there," if unknown.
• Be professional, empathetic, and concise.
• Use simple, clear explanations with a positive tone.
• Always use active voice.
• No signatures or closings (the email client handles that).

Process:

1. Carefully read the user's full message.
2. Search Missive documentation for relevant answers.
3. Classify response type:
   • Feature Request: "This is not possible at the moment, but you can open a feature request so others can upvote it. You'll be subscribed to updates if we work on it."
   • Malfunctioning Rule: Request screenshots of rule setup, a link to related conversation(s), and examples of the issue.
   • Sharing/Configuration Issue: Request a screen recording showing the behavior.
4. If information is missing, clearly state it and escalate.

Response Structure:

1. Friendly greeting
2. Acknowledge the issue
3. Provide the explanation or solution
4. State any next steps
5. Invite further questions if needed (no sign-off)

Note: Keep all responses strictly tied to Missive's documented functionality.

Now, if you want to get crazy with it. You can create an automation where a draft is created every time an incoming email fits a specific criteria. And you can use AI to help you determine which email triggers the automation. 

6. Use AI to give you a summary of incoming sales leads

Don't want to pay for contact enrichment tools? Use AI to summarize new prospects.

It adds context directly to the email thread, so you can start conversations better informed.

For more robust enrichment, tools like Clay or CRMs like HubSpot and Salesforce offer AI-powered data collection.

Final thoughts

We hope these ideas help you clean emails, draft faster, and automate smarter.

All the tools mentioned above offer a “fresh start” feature to deep clean your inbox and begin anew.

Whether you're using SaneBox with your current client or switching to an AI-first inbox—there's no reason your email shouldn’t flow to the right people and places automatically after setting a few AI-powered rules.

If you're looking for an AI-powered email client uniquely designed for teams—give Missive a try. No credit card needed, and our free trial includes access to AI rules.

When I took over the customer service team at my last company, it was during a period of transition.

We’d just gone through an acquisition which, although welcome, meant we needed to reassess our resources, our tools, and our team’s strategy for the foreseeable future. I was also stepping from a senior role into a management role, and while neither management nor the team were new to me, the situation was changing quickly.

This presented a challenge: quickly leading the team through setting new expectations and requirements, while still delivering the same excellent customer service experience for our customers.

It also gave us an opportunity to move from good to great — by understanding where we were, where we wanted to go, and how we might get there.

Maybe you’ve also just taken over a new team, or you’re also going through an acquisition or reorganization. Or maybe you’re just looking to level up your support team.

Regardless of why you’re here, this article will help you understand what SMART goals are in the context of customer service and how to define SMART customer service goals for your team. It includes some examples of great customer service goals, and it will show you how to measure the success of your goals so your team can continue to grow and adjust your customer service strategy as needed.

Table of Contents

• Why Setting Customer Service Goals is Important
  • It makes good business sense
  • It makes for happier, more loyal customers
  • It makes for happier, more engaged customer support teams
• SMART Goals in Customer Service
• Setting SMART Customer Service Goals
  • Specific
  • Measurable
  • Achievable
  • Relevant
  • Time-bound
• 3 Examples of Customer Service Department Goals
  • Improve customer self-service
  • Implement a quality assurance program
  • Improve customer satisfaction
• 2 Examples of Customer Service Manager Goals
  • Improve customer service team engagement and satisfaction
  • Become the voice of your customer
• 2 Examples of Customer Service Representative Goals
  • Improve customer service skills
  • Owning the customer experience
• Customer service goals level up your team

Why Setting Customer Service Goals is Important

Being on a ship with no destination is unpleasant and nerve-wracking for everyone aboard.

Setting solid customer service goals for your team provides a common purpose and keeps everyone moving in the same direction. It improves your odds of reaching your destination: consistent excellent customer service.

And beyond the psychological benefits of having clear goals, there are plenty of more tangible benefits too.

It makes good business sense

Clear customer service goals ensure that your team’s efforts align with the broader objectives of the company, so it’s clear how your team is contributing to business growth.

It also means both you and the company can make more informed decisions about budget and resource allocation, using the real data and trends you glean from measuring your progress against your goals.

It makes for happier, more loyal customers

Goals focused on customer satisfaction directly contribute to improving the overall customer experience. Satisfied customers are more likely to be loyal, to make repeat purchases, and to recommend your business to others.

Consistently meeting and exceeding your customer service goals also builds your company’s reputation for reliability and trustworthiness, which is essential for long-term brand success.

It makes for happier, more engaged customer support teams

Setting specific goals and measuring how each member works toward these objectives allows customer service teams and managers to identify strengths and weaknesses. It also allows individual team members to understand and direct their own professional development.

Well-defined goals also provide teams with a clear sense of direction and purpose. Team members who understand how their work contributes to larger goals are happier and more committed to the company’s success.

SMART Goals in Customer Service

You’ve probably heard of SMART goals before. It’s a handy mnemonic tool that reminds everyone that effective goals are:

• Specific
• Measurable
• Achievable
• Relevant
• Time-bound

But why do the goals you set for your customer service team (or that they set for themselves) need to be SMART?

The point of setting goals is to be as clear as possible about expectations:

• How you expect your team to work independently and with each other
• How you expect to create satisfied customers
• How you expect to contribute to your company’s success

There shouldn’t be ambiguity in customer service goals. That’s because while a well-defined goal tells your team members what success looks like, it also acts as a catalyst or guide to help you get there.

This may be from a customer standpoint (satisfaction, response time, self-service, etc.), from an individual perspective (performance or professional development), or from a company perspective (cost per customer, retention rate, expansion rate, etc.).

Setting SMART Customer Service Goals

First, keep in mind that you usually can’t jump right into creating a goal. There’s always an assessment period first.

You need to spend some time figuring out what the current state of your customer service team is.

Some questions you can ask to guide your assessment:

• What is our budget? Are we over or under-budget?
• What is our team capacity?
• What is our incoming ticket / chat / phone volume?
• Does our team capacity match our ticket volume?
• What are our most important customer service metrics (like first response time (FRT), average handle time (AHT), and customer satisfaction (CSAT))? What is the current baseline for each of those metrics?
• What are our most important customer success metrics (like Net Promoter Score (NPS), customer churn and retention rates, and customer lifetime value (CLV))? What is the current baseline for those metrics?
• What tools do we have? How much do they cost? Are they necessary?
• What tools don’t we have that we need?
• What internal and public-facing product resources do we have? What do we need?
• Are there any existing company goals that are relevant to the customer support team? If so, what is the team’s current progress / contributions toward those goals?

Your assessment will be highly dependent on your team and company, but these questions should give you an idea of the things you should consider as you work to define your goals.

Once you’ve done the foundational work to understand what your team needs to improve on, you can begin using that information to define your goals.

Let’s break it down in the context of a real customer service SMART goal.

Specific

Any goal you set should be clear and well-defined. For example, “answer customers faster” is a nice aim, but what are the channels where you want to answer customers faster? What does “faster” mean?

A more specific goal for reducing customer wait times would be to set a target first response time for a specific channel, such as: “Send a first response to customers within 60 seconds of their initial chat message.”

Depending on your needs, you could get even more specific: “Send a response to customers inquiring about their order status in 60 seconds or less.”

Measurable

Any customer service goal should be measurable, so you can understand whether you’ve achieved the goal (or not) and adjust your strategy appropriately.

Taking our example from above, a measurable target chat response time goal could be: “80% of customers will receive a response to their initial chat message within 60 seconds.”

Achievable

This is the point at which your initial assessment becomes really important.

“80% of customers will receive a response to their initial chat message within 60 seconds” may sound like an achievable goal. It might be doable if you have a simple product or many agents trained and available to handle chats.

But what if you have only two chat agents and are receiving hundreds of chats each day?

Of course, you still want to strive to improve their first response times, but you’ll have to set reasonable expectations to give your agents a fair shot at success.

An attainable goal in this context might instead involve increasing the initial chat response time or decreasing the percentage of customers you’re targeting, like this:

• 80% of customers will receive a response to their initial chat message within 120 seconds
• 60% of customers will receive a response to their initial chat message within 60 seconds

Your context will determine what makes the most sense for your team. Just remember to aim for a goal that’s stretching, yet realistic.

Relevant

This is another area in which your foundational assessment is key.

First, are your proposed customer service goals aligned with your customer service values and company’s objectives? If not, they won’t be effective or successful, no matter how well they fit the SMART parameters.

Secondly, are your goals relevant to your team? For instance, a manager with a high chat volume might adapt our example to involve implementing a chatbot in order to hit their desired initial chat response time goal.

But a manager with a low ticket volume probably can’t justify the time and expense of implementing a chatbot because the benefits will never outweigh the costs for their team.

Time-bound

This parameter is closely tied to being measurable. You won’t be able to determine whether you’ve succeeded unless you know when the goal needs to be achieved.

To make our example time-bound, we could edit it to read: “By the end of Q2 2024, we’ll be responding to 80% of customers within 60 seconds of their initial chat message.”

3 Examples of Customer Service Department Goals

Improve customer self-service

Customer service goals aren’t just about how your agents interact with your customers. Surveys have shown again and again that customers want the option to solve their own problems.

A goal for developing effective self-service could be:

“By [DATE] we’ll have launched a knowledge base with articles answering our 10 most frequently asked questions about [PRODUCT], resulting in at least a 10% reduction in tickets about those issues.”

Many knowledge base tools will have built-in ticket deflection tracking features, such as giving you the number of views for an article and the number of tickets created after the article was viewed.

You can also measure the success of this goal by tracking ticket volume for a specific category or tag over time.

Implement a quality assurance program

Implementing a quality assurance program is a great way to improve overall customer satisfaction, response and resolution times, and brand recognition. It’s also a more objective way to measure and track agent performance and to kick-off conversations about professional development with your team.

It might look like this:

“In January 2024, develop a draft QA scorecard based on ticket reviews from the previous 3 months, so that we can begin calibration sessions with the team in February 2024.”

In this case, measuring success is relatively simple: is the draft scorecard available by February 2024 when calibration conversations must begin?

Improve customer satisfaction

Customer satisfaction (CSAT) is crucial to your support team’s success, but also the overall success of the company. To build a customer-first organization, improving or maintaining your customer satisfaction score should be one of your main goals.

A sample goal for CSAT could be:

“Each month next quarter, maintain an overall CSAT across text channels (chat and email) of 85% or better.”

You can gather CSAT ratings using built-in tools on your customer communication platforms, or through a dedicated CSAT tool to send customer surveys. Most tools will calculate your CSAT score or percentage automatically.

2 Examples of Customer Service Manager Goals

Improve customer service team engagement and satisfaction

As we’ve already covered, customer service agents are most engaged when they understand what their role is and can see how their contributions matter (both to their entire team and the company).

A goal for improving your customer service team’s overall engagement could be:

“Have a monthly one-on-one with each agent on my team and arrange at least one team social event a quarter, with the aim of reducing employee turnover by 10 percent by the end of the year.”

As you can see, this goal includes multiple conditions for success, and the team turnover rate is a metric that can be directly measured.

Become the voice of your customer

As a customer service manager, you get an especially broad view of how customers use and feel about your product. You also have the ability to take that customer feedback and put it in the hands of those who need it: your product team, your engineering team, your marketing team, and so on.

This can be as simple as implementing a public customer feature request tool where your customers can share their feedback and vote on what they want to see, or as complicated as setting up an internal, cross-functional customer feedback process.

The goal for becoming the voice of your customer could be:

“Have a bi-weekly Voice of the Customer meeting with the product development team, leading to at least one product bug fix and one new customer-requested feature release every quarter.”

You could measure this goal in a number of ways, depending on your strategy. If you have implemented a dedicated customer feedback tool, you can track customer usage against the rate of product releases and bug fixes. You could also track ticket volume in a specific category as well as any impact on CSAT ratings.

2 Examples of Customer Service Representative Goals

Improve customer service skills

Everyone has their specialties and their weaknesses, and your customer service agents are no different. Quality assurance programs are a great way to identify areas for improvement, but you may also uncover opportunities during performance and career development conversations.

Your customer service reps can improve by seeking training in special topics, professional development courses, and peer support. Working with each team member to set and achieve goals for improvement fosters a culture of continuous learning and improvement.

A good example of goal for your agent could be:

“Get training on my weakest skills as identified by our QA reviews during the next month so that my average handle time goes down to [TARGET] by the end of the quarter.”

They can measure the success of this goal through attendance and completion of training, as well as by looking for improved QA scores and handle times.

Owning the customer experience

The more customer service agents take ownership of their customers’ experience, the happier both they and the customer will be.

Owning the customer’s experience will mean something different for every team. It may look like being the customer’s one point of contact for an issue, or it may mean acting as the customer’s guide as they move through the escalation process.

It may look like answering every CSAT rating, good and bad, to thank the customer for their thoughts and solicit more feedback. Or it may mean reviewing their own customer interactions, identifying missed opportunities for exceeding customer expectations or anticipating customer needs, and devising strategies for doing so in the future.

A goal for owning the customer experience could be:

“I’ll reduce my ticket escalation rate by X percent in Q2 by being the primary agent on tickets about Y topic.”

Measuring your growth at owning the customer experience will depend a lot on what specifically that means for your company. For the example above, you’d measure the achievement by looking at the percentage of tickets you’re still escalating on the specific topic.

Customer service goals level up your team

As you’re building out goals for yourself or your customer service team, remember to take a step back occasionally and look at the big picture.

Are these goals aligned with your company and your team’s vision? Are they clear or confusing? Are they too inter-dependent, so that if you fail at one, you fail at them all?

There’s nothing magical about setting SMART goals. They’re a fantastic tool for customer service teams, but the real key is in making goal-setting a discipline and a habit you’re regularly engaging in. Setting goals is not a one-time task — it’s an ongoing process of adaptation and growth.

The landscape of customer service is always changing, and your goals will need to evolve with it.

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