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Help Center/Email, templates & automation

Email, templates & automation

  • Alerts in Freightools

    Alerts in Freightools

  • Personal email vs company email channels

    Understand the difference between an individual user mailbox connected from Profile and a company email channel configured for AI services and incoming quote workflows.

  • How to use your personal mailbox in Freightools

    Open and work with your connected personal mailbox inside Freightools, including folders, search, quick filters, reading messages, composing, replying and reviewing sent quotation emails.

  • How AI Email Intelligence classifies your email

    Read the content category, priority, tone and AI summary that Freightools attaches to incoming email in the connected mailbox, and understand how the classification is processed privately.

  • How to create an Instant Quote from a quotation-request email

    Open a personal-mailbox email classified as a quotation request, analyze it with Freightools, and move the extracted request into Instant Quote with the source email attached to the search.

  • How to fix Partner not found when analyzing a quotation request

    Resolve the Partner not found error shown when a quotation-request sender is not linked to a Freightools customer, then analyze the same email again.

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