> ## Documentation Index
> Fetch the complete documentation index at: https://docs.getkantilever.com/llms.txt
> Use this file to discover all available pages before exploring further.

# 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:

```
submissions@yourcompany.com
property-submissions@yourcompany.com
```

### Email From

Filter by sender domain or address:

```
@broker.com
specific.agent@agency.com
```

### 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