Agents handle routine email well. Sortd makes the rest safe: the agent escalates into an assigned card with the thread, its reasoning and a deadline, a person decides, and the agent carries on with that decision as context.
Available now on the Business plan: shared inboxes, the REST API, MCP access and agent automation.
Classifies and drafts as usual.
Refund over limit, legal threat, low confidence.
Card assigned to a named person with a note and a deadline.
Replies, edits the draft or sets the direction.
Who acted, human or agent, on what and why.
Continues follow-ups with the decision as context.
The last delivery arrived damaged again. I want a full refund for March or we’ll have to look elsewhere.
# With the Sortd MCP server connected
Work the Support board. You can draft replies for order and shipping questions.
Escalate to Sarah if the refund is over $500, the customer mentions legal action, or you’re not sure.
When you escalate: assign the card to Sarah, add a comment summarising the issue and your suggested reply, and set a due date two hours from now.
Don’t draft on escalated cards until Sarah has replied.
Decide what the agent may handle and what always goes to a person, and who that person is.
Add the Sortd MCP server to Claude, ChatGPT or your own agent with the scopes above.
Escalations arrive as assigned cards with a deadline, alongside the rest of your team’s work.
Yes, at any time. Reassign the card or edit the draft, and the agent sees that change the next time it reads the card.
It reads the card: the owner, status, comments and the latest reply in the thread. Tell it in the prompt to wait for a human reply before drafting again.
Yes. Sortd records who acted on each card, human or agent. Agent-activity reporting is in beta.
Business, which includes full API and MCP access with no credits or per-resolution charges.
Business plan · full API + MCP · no credit meter