How Do I Add Email Disclaimers for Compliance?
Learn how to configure email disclaimers in Propel for compliance requirements. Understand when disclaimers are needed, how to customize disclaimer text, and best practices for compliance.
How Do I Configure Response Filters to Control When Propel Responds?
Learn how to configure response filters in Propel to control when your AI agent responds to emails. Understand respond vs ignore filters, how to combine filters, and best practices for response control.
How Do I Control Agent Capabilities?
Learn how to enable or disable booking and research capabilities for your AI agent. Understand when to use each capability and how to configure them in mailbox settings.
How Do I Create Complex Rules with Advanced Logic?
Learn how to create advanced automation rules in Propel with complex logic, rule chains, conditional workflows, and optimization strategies for power users.
How Do I Create Rules for Different Scenarios?
Learn how to create rules in Propel for different scenarios including response triggers, approval requirements, handoff conditions, and custom workflows. Includes testing and best practices.
How Do I Customize Response Style and Personalization?
Learn how to customize how Propel responds to prospects including bot signature, tone and style, personalization, and balancing automation with human touch.
How Do I Set Up Approval Workflows?
Learn how to set up approval workflows in Propel to review responses before sending. Understand when to require approvals, how to handle approval requests, and best practices for approval management.
How Do I Set Up Handoffs?
Learn how to set up handoffs in Propel to automatically involve team members when the AI needs human assistance. Understand handoff configuration, when handoffs occur, and best practices.
What Conditions and Triggers Can I Use in Rules?
Learn about available conditions and triggers for creating automation rules in Propel. Understand how to combine conditions, use different trigger types, and build effective rules.