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Edit email templates and company profile

Choose a preset template, edit subject/body, set default CCs, and add company details (MC/DOT, phone, address) used in emails and AI calls.

Updated over 2 weeks ago

Set up

  1. Side panel → Settings → Email template.

  2. Pick a preset (e.g., Request info) or click Edit template.

  3. Set default CCs and update your footer/signature.

  4. Preview or Send sample, then Save.

  5. Settings → Company profile: add Company name, MC, DOT, phone to transfer, address, and agent name.

Notes

  • Templates are plain, scannable, and outcome‑first.

  • AI refers to your profile when brokers ask for details.

  • Combine with Smart Filters to send the right message even faster.

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