Maestro can suggest changes to your email assignment rules. You can:
Tell Maestro about a problem and get suggestions in a few seconds.
Ask Maestro to look at the emails your team moved to a different customer, and get recommendations.
You find both on Settings > Emails > Assignment logic, in the Tell Maestro what should change card. Only admins can use them.
Get suggestions for a problem
In the text box, write what goes wrong, in up to 1,000 characters. For example: "We work with brokers who email about several customers, so the invoice number should matter more than who sent it." You can also click one of the examples below the box.
Click Suggest changes. While Maestro works, the button shows Working on it....
Review the suggestions. See Review and apply a change below.
If Maestro cannot suggest a change, it tells you why in the card.
Suggestions need Kolleno AI Copilot on your account. If you see a message that asks you to contact customer support, contact us to get access.
Get recommendations from your team's corrections
Click Generate recommendation.
Maestro looks at the emails your team moved to a different customer in the last 90 days. It finds the rule changes that would have sent them to the correct customer. This usually takes a few hours. You can leave the page. Kolleno sends you an email when the recommendations are ready.
When you see Recommendations ready, click Review.
Maestro looks at a maximum of 300 moved emails, starting with the most recent. If the moved emails do not show a clear pattern, you see "No recommendations". After you go through all the recommendations, you can click Run a new analysis.
Review and apply a change
For each suggestion or recommendation, you see:
What changes: the change to your rules.
Fixes and Breaks (recommendations only): how many of the emails your team moved the change gets right, and how many emails that are correct today it would send to a different place.
Rules after this change: your full list of rules, with the changed rules marked Changed.
To see the change on your recent emails first, click Test changes. For more, see Test Assignment Rule Changes Before You Save.
Then do one of these:
Click Apply suggestion or Accept recommendation. Kolleno saves the change to your rules immediately, as a new version.
Click Dismiss to remove it from the list.
If you applied a change that you do not want, click View history and restore the previous version. See Change Your Email Assignment Rules.
A recommendation marked Already in your rules needs no change. If you see "This change no longer fits your rules", your rules changed after Maestro made the suggestion. The message tells you why.