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How to register a new business account on QuotePilot?

Category: QuotePilot

To register, Open the URL: https://quotepilot.flozo.ai/auth/register Fill in the Name, Email and Password fields. Check the Terms & Conditions checkbox. Click Create Account and verify your email...

How to configure the Automation Behavior response mode?

Category: QuotePilot

Go to Settings > Business Settings > Automation Behavior, select your desired mode (No Response, Semi-Automated, or Autopilot) and click Save.

How to configure email settings for 'Other' services e.g., GoDaddy, Zoho, Custom?

Category: QuotePilot

Select Other in Inbox Settings and manually fill in all required IMAP (Incoming Mail) and SMTP (Outgoing Mail) server details, including the port, username and password, then click Save.

How to configure my business's active working days and hours?

Category: QuotePilot

Go to Settings > Business Settings > Business Working Days, select the active days, set the Start & End time for each, and click Save to update the schedule.

How to ensure email processing follows the configured working hours?

Category: QuotePilot

The system automatically adheres to the configured working days and hours set in the Business Working Days section for all email processing.

How to monitor my progress on the initial account setup tasks?

Category: QuotePilot

View the Account Setup Checklist section on the Dashboard, which displays the number of completed onboarding tasks and details the remaining setup steps.