How to Configure Automation Settings?
Updated May 13, 2026 at 11:37 AM
From the main Navigation menu, go to Settings > Automation.
In the Automation Behavior section, choose the desired response mode:
No Response: Emails are not read and quotes are not generated.
Semi-Automated: Quotes generate instantly, the owner can edit and send.
Autopilot: Quotes are generated and sent automatically.
Click Save Settings to apply the changes.
Note: All incoming emails will be handled according to the selected automation mode.