Inquiry arrives
A customer emails your connected inbox or submits an eligible inquiry.
How it works
Teach Baro once. Stay ready for every Lead.
Give Baro the facts and boundaries that make your business different. It follows those rules from the first response through owner takeover.
Need
Private team event
Timing
October 18
Preference
Private space
Service
Food included
Size
60 guests
Readiness
Budget approved
F
Qualified Lead
Team event
HOT1. Setup
Connect the inbox. Set the rules.
1
Connect your inbox
Authorize Gmail or Microsoft / Outlook without replacing your existing mailbox.
2
Choose a response mode
Choose whether Baro prepares replies for you to review or automatically sends eligible replies.
3
Add useful context
Share optional qualification priorities and anything Baro cannot learn from your business profile.
4
Confirm business knowledge
Add verified services, coverage, scheduling behavior, payment details, and a booking link when available.
Gmail
Microsoft
Outlook
B
Baro AI
Your settings + verified knowledge
2. A Lead comes in
From new email to organized Lead.
Conversation recognized
Baro identifies the customer conversation and keeps unrelated email out of the workflow.
Eligibility checked
The configured response mode and conversation state determine whether the AI should respond.
Follow-up begins
Baro responds and asks a follow-up only when it would materially help move the conversation forward.
Conversation organized
Customer messages, AI replies, and owner replies remain together.
Lead details collected
Useful facts accumulate as the customer responds.
Understand the requestIdentify what mattersUse business prioritiesAnswer what you canKnow when enough is enoughChoose the next step
AI objectiveMake the Lead actionable
3. Qualification
Useful context, not a rigid questionnaire.
Baro gathers information from the conversation naturally, asking relevant follow-up questions as they come up instead of running customers through a checklist.
Customer needRelevant contextBusiness prioritiesSummaryConcernsWhat still mattersRecommended actionHot / Warm / Cold
4. AI behavior
Bound by your settings and verified facts.
Eligible inquiries only
Baro responds only when the inquiry, ownership, and conversation state allow it.
Your selected mode
Prepare replies and Automatic assistance determine whether eligible responses wait for your review or are sent automatically.
Verified information
Business facts and booking links are used only when you have confirmed them.
Useful follow-up
Baro continues gathering missing customer details while each question remains helpful.
No guessing
Missing availability, prices, coverage, policies, or commitments remain unknown.
Escalation when needed
Uncertainty, sensitive topics, risk, or a configured boundary brings the owner in.
5. Handoffs and takeover
Two ways the owner steps in.
Baro initiates
Handoff or escalation
Baro hands the conversation to you when the next step requires your input, verified information it does not have, or a decision it should not make on its own.
Owner initiates
Takeover
You choose to take control. The AI stops responding, and you can reply manually from Baro through the same customer conversation.
6. Owner control
What Baro handles—and what stays with you.
Baro can handle
- Initial responses to eligible customer inquiries
- Relevant follow-up questions
- Conversation organization and summaries
- Lead qualification
- Gathering the customer details that matter for the next step
- Sharing verified business information and booking links when configured
You stay in control of
- Pricing, quotes, or estimates that require owner judgment or unavailable information
- Confirming appointment availability or scheduling commitments
- Refunds, disputes, complaints, and legal matters
- Warranty, licensing, and insurance questions
- Emergencies or safety-sensitive situations
- Anything requiring unavailable business information
- Anything the assistant is uncertain about
How much Baro handles depends on the response mode you choose.
See how Baro fits into your workflow.
Connect your inbox, set the rules, and let Baro handle the first part of the conversation.
Get started