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Financial Services / B2B Collections

Turning Email Chaos into AI-Driven Workflows 

Designed a multi-agent AI system that reads, classifies, and routes incoming support emails for CADEX, transforming complex email operations into an intelligent, scalable workflow.

40%

Classification accuracy

+65%

Improvement in SLA performance

−30%

Average handling time
Case StudyBanner image
CLIENT
CADEX — AI Email Workflow Automation
TEAM
UX/UI Designers, Product Team, Developers & QA

Services Used

UI & Visual DesignProduct & UX Design
netgear engage

The Challenge

CADEX handles hundreds of customers and partner emails every day. Messages can contain multiple issues, varying urgency, and important information hidden inside PDFs, scans, or screenshots. 

An earlier machine-learning model achieved over 90% accuracy in testing but dropped to around 40% when exposed to real-world email traffic. 

The challenge was to turn a promising AI experiment into a reliable, production-ready system that could handle messy email data at scale. 

Key Pain Points 

  •  Unstructured email content 
  •  Multi-intent emails 
  •  Inconsistent real-world data 
  •  Manual classification and routing 
  •  Low production accuracy 
  •  Risk of SLA delays 

Research & Discovery

User & Operational Insights

User & Operational Insights

We worked closely with CADEX’s operations team to understand how emails were handled in real-world conditions.

Team Members Interviewed24
Role Coverage6-roles
Email Types Reviewed50+
Experience Analysis

Analytics Review

We analyzed existing email workflows to identify patterns and establish a clear classification structure for automation.

Emails Analyzed50K+
Time Period6 months
SLA Sensitive RatePersonalized resume experience

Key Research Findings

73%

Emails contained multiple intents

81%

Production data was unpredictable

65%

Attachments contained critical information

Our Solution

We designed a multi-agent AI email workflow that preprocesses, understands, classifies, routes, and continuously learns from incoming messages. 

The system connects email processing, document understanding, intent classification, workflow routing, human review, and performance monitoring into one scalable pipeline. 

Guided Onboarding Experience
Intelligent Email Preprocessing

The preprocessing layer prepares every message for downstream AI models. 

  • Email cleaning 
  • Content normalization 
  • PDF extraction 
  • Image OCR 
  • Attachment processing 
  • Structured data preparation 
Integrated Support Access
Hierarchical Intent Classification

Instead of forcing every email into a single category, the system progressively determines the message’s intent. 

  • Coarse intent detection 
  • Fine-grained classification 
  • Multi-intent handling 
  • Edge-case detection 
  • Manual review routing 
Smart Update Notifications
Smart Workflow Routing

Once an email is classified, the system determines where it belongs operationally. 

  • Intent-based routing 
  • Queue assignment 
  • Context preservation 
  • Workflow-specific tagging 
  • Automated operational handoff 

 

Measurable Impact

Onboarding Completion
40%

Classification Accuracy

AI classification improved dramatically when moving from the earlier production model to the new workflow.

Before:40%
After:98%
Support Friction
+65%

SLA Performance

Improved routing and faster handling helped increase service-level adherence.

Before:Baseline
After:+65%
Workflow Efficiency
−30%

Average Handling Time

Automated classification and routing reduced the time agents spent on email triage.

Before:Manual-heavy handling
After:30% reduction
Time to Feature Discovery
−50%

Manual Workforce Requirement

Automation reduced the workforce requirement associated with email triage.

Before:Fully manual-heavy process
After:~50% reduction
Overall Usability Score

Model Adaptability

Human feedback transformed the AI from a static model into a continuously improving system.

Before:One-time model
After:Feedback-driven learning

Methodology & Testing

Email Taxonomy Design

Email Taxonomy Design

Mapped real-world email types, edge cases, and operational workflows into a structured classification system.

Multi-Agent AI Design

Multi-Agent AI Design

Separated preprocessing, classification, routing, and feedback into specialized AI responsibilities.

Hierarchical Classification

Hierarchical Classification

Used progressive classification to handle complex and multi-intent messages more reliably.

testimonial-element-top
“We’d tried machine learning before, but it never survived contact with our real email traffic. Galaxy helped us turn that idea into a production system that actually works. Accuracy jumped, SLAs impr
Operations Leadership, CADEX

Operations Leadership, CADEX

Operations Leadership, CADEX

Key Learnings & Insights

Real-world data changes everything

A model that performs well on curated data can behave very differently in production.

Complex problems need modular AI

Separating responsibilities makes AI systems easier to monitor, tune, and scale.

Automation needs human oversight

Manual review provides a safe path for ambiguous or high-risk cases.

Feedback creates smarter systems

Human corrections can become structured learning signals for continuous improvement.

Design Process Deep Dive

Discovery & Taxonomy

Discovery & Taxonomy

We studied CADEX’s operational workflows and mapped the real-world email landscape. 

  • Email analysis 
  • Operations workshops 
  • Category mapping 
  • Edge-case identification 
  • Workflow analysis 
Ideation & Prototyping

AI Architecture & Prototyping

We translated the taxonomy into a modular AI workflow. 

  • Multi-agent architecture 
  • Classification models 
  • Routing logic 
  • OCR integration 
  • Feedback mechanisms 
Testing & Validation

Testing & Optimization

The system was refined against real-world conditions and operational feedback. 

  • Classification testing 
  • Edge-case validation 
  • Human review 
  • Model tuning 
  • Performance monitoring 

Implementation & Handoff

Email Icon

AI Workflow Integration

Integrated the AI pipeline into CADEX’s existing email and support environment. 

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Queue Integration

Connected classifications and tags to the appropriate operational workflows. 

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Monitoring

Enabled visibility into accuracy, SLA performance, handling time, and email volumes. 

Developer Handoff Process

Architecture

Defined agent responsibilities, workflow logic, classification hierarchy, and routing rules.

Integration

Connected the AI workflow with existing email systems, queues, and operational processes.

Testing

Validated classification, routing, attachments, edge cases, and human-review scenarios.

Monitoring

Tracked model performance and operational metrics to support continuous optimization.
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