ActiValet looks after a Microsoft 365 Inbox, so the mail that needs the owner is the mail they see. It runs on the Microsoft 365 your clients already have. Nothing is installed on their computers, and Outlook keeps working exactly as it does today.
The problem it solves. Your clients live in their inboxes: newsletters, receipts, meeting notices, sales pitches and security alerts arrive mixed in with the messages that really need them. Important mail gets buried and people lose time sorting instead of working. ActiValet does the sorting.
What it does.
- Sorts incoming mail. Newsletters, receipts, routine notifications and sales pitches are filed into folders. Mail that needs the owner stays in the Inbox.
- Suggests before it acts. Every mailbox starts in Preview, where ActiValet shows what it would file and why, and changes nothing. Once the owner switches the mailbox to live, it files mail covered by a rule, and mail it is at least 85% sure about for folders the owner has told it to file on its own.
- Gathers duplicates. When the same email arrives twice, the extra copy goes to a Duplicates folder.
- Sends one short digest each morning, at the time the owner chooses.
- Finds newsletters the owner never reads and, when the owner approves, unsubscribes them.
- Writes reply drafts in the owner's voice, if the owner turns that on. This is Valet Pro. Drafts wait in the Outlook Drafts folder for the owner to edit and send.
What it never does. This is the part your clients will ask about first, so learn it word for word:
- ActiValet never sends email from a mailbox. It has no permission to, and its code blocks every way of sending.
- It never empties Deleted Items.
- It never permanently deletes a message. The only things it removes are copies and drafts it made itself.
- Everything it does is in the Action log, and anything it moved, copied or drafted can be undone there.
Module 1, Lesson 3 covers the full safety model.
Valet and Valet Pro. There are two plans. Valet covers filing, the safety guards, Undo, unsubscribe suggestions and the morning digest. Valet Pro adds reply drafts in the owner's own writing style. A live mailbox with reply drafts turned on counts as Valet Pro; any other live mailbox counts as Valet. Module 3 covers how that affects billing.
Who does what. Three kinds of people touch a deployment:
- You, the partner. You sign in with your partner account, add the client company, add its mailboxes and run the setup steps. You never see anyone's mail.
- The client's Microsoft 365 admins. A Global Administrator approves ActiValet for their organization, and an Exchange or Global Administrator limits it to the chosen mailboxes. They sign in themselves; you never sign in as them.
- The mailbox owner. They sign in with their work account, check ActiValet's suggestions during Preview, and decide when to switch to live. That is the owner's call; your partner account can't make it.
Where STACEY fits. STACEY (Secure Total Automation Control Engine for You) is an AI engine built by ActiForge, and she works inside ActiValet as its assistant. Mailbox owners open her from a round button on their screens. She answers questions about their mail and about how ActiValet works, and she can draft a rule for the owner to save. She can't move, file, send or delete mail.
How this course is organized.
- Module 1: what ActiValet does, how it decides, and its safety model.
- Module 2: a tour of the screens the mailbox owner uses.
- Module 3: preparing a deployment: your partner account, the checklist and billing.
- Module 4: deploying for a client, step by step.
- Module 5: running it day to day, offboarding and troubleshooting.
- A final review.
Every client in this course is fictional, and example addresses use domains like bayview.example.