- AI escalation post-mortems: closing the feedback loopEvery autopilot escalation auto-generates a post-mortem with root cause, missing-article suggestion, and a guardrail change you can apply in one click.
- Quality assurance reviewReviewers grade past AI replies on accuracy, voice, and helpfulness. Their notes feed the learned library and tune the AI.
- Learned Q&A libraryThe AI gets smarter from your past conversations. High-confidence Q+A pairs get promoted into a library it can lean on.
- AI receipts (audit trail)Every AI reply (sent or drafted) is logged with model, tokens, cost, confidence, sources, and action taken.
- PlaygroundTry the AI on real or made-up messages without sending anything. See drafts, sources, confidence, and where coverage is thin.
- The brain: KB graphNotion and GitBook indexed into embeddings, queried via RAG, visible as a similarity graph between articles.
- Spend caps and alertsSet a monthly AI budget. Get alerts at 50, 75, and 100%. Auto-pause at 100% so you don't get surprised.
- Guardrails and bypass labelsThe set of rules that keeps the AI out of conversations where it shouldn't speak.
- Confidence thresholdsConfidence is the dial that turns AI from cautious to aggressive. Two floors and a fallback chain.
- Auto-labeling: topic, priority, confidenceEvery new conversation is stamped with topic, priority, and a confidence score. Filters and routing rules use these.
- Reply lengthCap how long the AI's drafts get and how it handles long threads. Shorter is almost always better.
- Voice and toneTeach the AI how your team writes. Sample replies beat adjectives, every time.
- Auto-send vs draft vs suggestThree reply modes shape how visible the AI is in your inbox. Pick one per channel, or layer them.
- Autopilot modeOne toggle that promotes the AI from teammate to first responder. New tickets get answered before a human looks.
- Multiple keys + automatic fallbackConnect both Anthropic and OpenAI keys so a provider outage doesn't stop your inbox.
- Choosing a model (Claude vs GPT)Sonnet 4.6, Haiku 4.5, or GPT-5.4: when each one wins, what they cost per resolution, and how to mix them.
- BYOK: bring your own Anthropic or OpenAI keyConnect your Anthropic and OpenAI API keys so Ochre's AI runs on your account, at provider cost, with no Ochre markup.
- AI agent overviewHow Ochre's AI agent reads, drafts, labels, and routes tickets, plus where the human stays in the loop.