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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.

If I cancel my subscription, when does the service access actually end?

Category: QuotePilot

The subscription status will show as "Cancelled" on the billing page only after the renewal period (grace period) has fully expired.

How to cancel an active subscription?

Category: QuotePilot

Navigate to Billing, click Change Plan, then Cancel Subscription on the details page. Click Confirm to authorize the cancellation action.

How to upgrade an existing plan to a higher tier?

Category: QuotePilot

Go to Billing, click Change Plan, then Update Subscription. Select the higher-tier plan, click Continue and Confirm the payment to finalize the upgrade.

How to subscribe to a new plan?

Category: QuotePilot

Go to Billing, select the desired plan under Available Plans, click Subscribe, choose a payment method, enter card details if necessary, and click Subscribe to complete the payment.

How to view all quotes sent to a specific customer?

Category: QuotePilot

On the Customers page, click on the Number of Quotes next to that customer's name to be redirected to their filtered Quote Requests page.

How to access my customers' details?

Category: QuotePilot

Navigate to Customers from the main menu. All customers are listed with their email addresses and the count of quotes sent to them.