Intake Rules

Route incoming emails to desks

Intake Rules

Intake rules determine which emails create submissions in your desk. Configure rules to automatically process incoming submissions from your inbox.

How Intake Works

When Kantilever receives an email:

1. Match - Check if the email matches any intake rule conditions
2. Classify - AI determines if it’s a new submission, reply, or irrelevant
3. Route - Create a submission or link to an existing one
4. Extract - Process documents and extract data fields

Creating an Intake Rule

1. Navigate to your desk’s Intake Rules tab
2. Click + New Rule
3. Configure the rule settings
4. Enable the rule

Rule Settings

Setting	Description
Name	Descriptive name for the rule
Enabled	Toggle rule on/off
Priority	Order of evaluation (higher = first)
Assignment Mode	How to assign new submissions

Conditions

Define conditions that emails must match:

Email To

Filter by recipient address. Useful when you have dedicated submission inboxes:

[e-mail]
[e-mail]

Email From

Filter by sender domain or address:

@broker.com
[e-mail]

Subject Contains

Match keywords in the subject line:

submission
quote request
new business

Has Attachments

Require that emails have attachments (common for submissions with ACORD forms or SOVs).

Assignment Modes

Control how new submissions are assigned:

Mode	Behavior
None	Submission remains unassigned
Random	Randomly assign to a team member

AI Triage

For matched emails, AI classifies the content:

New Submission

The email initiates a new submission request. Kantilever creates a submission and begins extraction.

Existing Submission

The email is a reply or follow-up to an existing submission. Kantilever links it to the appropriate submission.

Irrelevant

Spam, marketing, or unrelated content. No submission is created.

Ambiguous

The AI isn’t confident. A triage review action item is created for manual classification.

Custom Triage Prompt

Add a custom prompt to guide AI classification:

“Emails from noreply@ addresses should be marked irrelevant. Renewal notices should create new submissions.”

Multiple Rules

When multiple rules exist:

• Rules are evaluated in priority order
• First matching rule processes the email
• Use higher priority for more specific rules

Example Setup

Priority	Rule	Conditions
10	VIP Brokers	From: @vipbroker.com
5	Property Submissions	To: property@, Has attachments
1	General Intake	Subject contains: submission

Monitoring

View rule performance in the intake rules list:

• Number of emails matched
• Submissions created
• Triage reviews pending