Articles in this category How to register a new business account on 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 access the Business Owner Dashboard? To login, Access the login page: https://quotepilot.flozo.ai/auth/login Use the email and password you created during registration to log in as the Business Owner. What do the 'In Progress,' 'Completed,' and 'Deferred' request statuses mean? These are statuses for New Requests on your Dashboard: In Progress are awaiting a response. Completed have been responded to. and Deferred have been marked as ignored. How to monitor my progress on the initial account setup tasks? View the Account Setup Checklist section on the Dashboard, which displays the number of completed onboarding tasks and details the remaining setup steps. How to configure the Automation Behavior response mode? Go to Settings > Business Settings > Automation Behavior, select your desired mode (No Response, Semi-Automated, or Autopilot) and click Save. How to set the system to 'Autopilot'? In the Automation Behavior section, select Autopilot. This setting automatically generates and sends quotes without manual intervention. How to connect my Gmail account for sending and receiving emails? Go to Settings > Business Settings > Inbox Settings, select Google (Gmail), click Connect Gmail and follow the on-screen prompts to link your account. How to grant necessary permissions to QuotePilot for email integration? During the Gmail integration process, check the options to allow QuotePilot to Read Your Gmail Emails and Send and Modify Emails, then click Continue. How to connect my Outlook (Microsoft 365) account? Go to Settings > Business Settings > Inbox Settings, select Outlook (Microsoft 365), click Connect Outlook and follow the prompts to grant access. How to disconnect an already connected Gmail or Outlook email account? In Inbox Settings, click the Logout Gmail or Logout Outlook button located beneath the Connected Email field. How to configure email settings for 'Other' services e.g., GoDaddy, Zoho, Custom? 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? 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? The system automatically adheres to the configured working days and hours set in the Business Working Days section for all email processing. How to configure my business's Timezone and the email sign-off text? Go to Settings > Business Settings > Settings (at the bottom). Enter your Email Sign-off text and select the appropriate time zone from the dropdown, then click Save. How to upload a new pricing or knowledge PDF resource? Navigate to Settings > Add Pricing, click Upload PDF, drag or select your file, and click Upload Document to add it to the resource list. How to check the maximum number of PDF files I can upload? The system allows you to upload a maximum of 10 PDF files in total for use as resources. How to download an uploaded resource file? Go to Settings > Add Pricing, find the desired resource in the list and click the Download icon next to it. How to permanently delete an existing reference resource? Go to Settings > Add Pricing, locate the file, click the Bin icon and confirm the permanent deletion in the pop-up prompt. How to customize the AI Prompt to control the quoting style and tone? Go to Settings > Customize Quotes. Adjust the instructions within the prompt editor to define the AI's style, tone and rules, and click Update Prompt. How to manually generate a new quote from a query? Select New Quote from the main menu, type your request or description into the Query box and click Generate Quote. How to view and filter all incoming quote requests? Navigate to My Quotes from the main menu. All requests are listed, and you can apply filters to view All, In Progress, Completed, or Deferred requests. How to save an AI-generated quote? To save an AI-generated quote: 1. Go to My Quotes from the main menu. 2. Open any quote request that is currently in the In Progress status. 3. Review the generated quote and make any necessary ed... How to send a quote to a customer? To send a quote: 1. Go to My Quotes in the main menu. 2. Open the specific request (it must be in In Progress status). 3. Review the AI-generated quote and make any needed edits. 4. Click Send Quote t... How to manually send a quote? To manually send a quote, first make sure your system is set to Semi-Automated in Settings > Business Settings. Then, navigate to My Quotes, open the request (it must be in the In Progress status),... How to view the detailed Email Logs? Go to Settings > Logs. The page lists all email statuses, and you can click the eye icon under the Action column to view the full details of any email log. How to filter the email logs by date? Use the Date Filter option available on the Logs page to search for logs within a specific time range. How to access my customers' details? Navigate to Customers from the main menu. All customers are listed with their email addresses and the count of quotes sent to them. How to view all quotes sent to a specific customer? 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.