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AI agent for elected officials

Constituent Correspondence Triage and Reply Agent

Every constituent message sorted, routed and answered with an approved position

Constituent Correspondence Triage and Reply Agent: what goes in, what the agent does and what you get

What it does

Constituents write about bills, local issues and problems with state agencies, and the inbox can reach hundreds of messages a day. This agent reads incoming mail, checks each sender against the district list, and sorts messages into opinion mail, casework and urgent items. Opinion mail is matched to a bill and to the office's approved position letter. Before drafting, it checks that a current approved position exists for that topic. If the position changed or none exists, it holds the messages in a 'needs position' queue and tells staff. Casework goes to the caseworker with a short summary. Out-of-district senders get a courtesy reply. Staff review the drafts in batches and decide what is sent. Edge case: messages that mention self-harm or threats skip the queue and go to the chief of staff right away.

How it works

Follow the arrows from top to bottom. The orange dashed arrow is the loop: when a check fails, the agent goes back and tries again.

Start and resultWhat it doesA check on its own workWaits for your OKGoes back and retries
Yes, continueApprovedNo 1 STARTS WHEN New constituent mail arrives 2 USES A TOOL Read messages and check sender against the districtlist 3 DOES Sort into opinion mail, casework or urgent 4 DOES Match opinion mail to a bill and an approvedposition letter 5 CHECKS THE RESULT Is there a current approved position for this topic? If not: hold the message in a 'needs position' queue andnotify staff. Back to step 4. 6 USES A TOOL Draft replies and casework summaries in theconstituent database 7 YOU APPROVE Staff review and send replies in batches 8 RESULT Replies sent and logged
Read the steps as a list
  1. New constituent mail arrives
  2. Read messages and check sender against the district list
  3. Sort into opinion mail, casework or urgent
  4. Match opinion mail to a bill and an approved position letter
  5. Is there a current approved position for this topic?If not: hold the message in a 'needs position' queue and notify staff. Back to step 4.
  6. Draft replies and casework summaries in the constituent database
  7. Staff review and send replies in batchesThe agent waits here for your OK.
  8. Replies sent and logged

How it decides

Mail is matched to a topic and position letter. Requests for help with an agency become casework. No approved position means a hold for staff.

  • Out-of-district mail gets a short courtesy reply
  • Agency problems are casework, not opinion mail
  • Urgent safety messages go straight to the chief of staff

Make it yours

Every agent is a starting point. You choose these settings for your own situation.

  • Run frequency (default every 2 hours)
  • Casework categories and who handles each
  • Reply tone and signature
  • Whether to answer out-of-district mail

What keeps you in control

It always asks you first

  • Staff approve and send every reply
  • New positions are approved by the member or chief of staff

Hard limits

  • Never sends replies on its own
  • Never states a position the member has not approved

It stops when

  • Done: inbox sorted and drafts ready
  • Stop: position letter library unavailable

Set it up

We guide you through the set-up, step by step

Members get the full set-up guide for this agent. No technical skills needed: you copy, paste and upload.

10 minto set it up in your AI
5 AIsChatGPT, Claude, Copilot, Gemini, Grok
  • One set of instructions to paste into your AI, with the clicks for ChatGPT, Claude, Microsoft 365 Copilot, Gemini and Grok
  • The agent then walks you through connecting your own data, one source at a time
  • A downloadable copy with the flow chart, the rules and the full guide
Get access to this agent

An example run

What happensOn a Tuesday afternoon 180 messages arrived, 140 about a school funding bill. The approved letter predated the bill's amendment, so the position check failed. The agent held those 140 and flagged the outdated letter. Staff approved a new position the next morning, the agent looped back, matched the messages again and drafted 140 replies. Two unemployment benefit cases went to the caseworker. Staff approved and sent the batch.

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