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 activate the new business account after registration? The account is activated by entering the OTP sent to your email on the verification screen. A trial plan is automatically activated upon successful verification. How to access the Business Owner Dashboard? To login, Access the Flozo login page: https://quotepilot.flozo.ai/auth/login Use the email and password you created during registration to log in as the Business Owner. How to check if my account is currently on a trial plan? Look for the Trial Banner prominently displayed on the Dashboard, which indicates your trial status and suggests upgrading for full access. How to view my current plan name and its expiry date? Check the Business Name & Plan Details section on the Dashboard to see your current subscription plan and its expiration date. How to check my remaining operations usage for the month? The Usage section of the Dashboard shows the count of operations you have used relative to your total monthly allowance. 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? Open any request that is currently In Progress under My Quotes, review/edit the quote and click Save Quote to store it. How to send a quote to a customer? Open an In Progress request under My Quotes, review the AI generated quote and click Send Quote to deliver it to the associated email. How to manually send a quote? Ensure the request is in the In Progress status and that your Automation Behavior is configured to Semi-Automated in Business Settings. 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. How to subscribe to a new plan? 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 upgrade an existing plan to a higher tier? 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 cancel an active subscription? Navigate to Billing, click Change Plan, then Cancel Subscription on the details page. Click Confirm to authorize the cancellation action. If I cancel my subscription, when does the service access actually end? The subscription status will show as "Cancelled" on the billing page only after the renewal period (grace period) has fully expired.