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Getting Started
Set up your workspace, inboxes, and team.
- ·Set up your first inbox and connect email
- ·Invite your team: roles, admins, and lenses
2 articles
AI & Autopilot
How PilotPM drafts replies, scores confidence, and auto-sends.
- ·How AI draft confidence works
- ·Enabling autopilot and the always-escalate safety list
- ·Training the AI: knowledge base, reply rules, and AI Intelligence
3 articles
Routing & SLAs
Assignment, response targets, and conversation states.
- ·Round-robin assignment and inbox handlers
- ·SLA targets, business hours, and the Overdue queue
- ·Awaiting-customer status and silence auto-resolve
3 articles
Integrations
Connect Jira, email delivery, and other tools.
- ·Connect Jira and push tickets
- ·Email setup: DKIM, SPF, and forwarding aliases
2 articles
Account & Billing
Plans, limits, login, and account access.
- ·Plans, limits, and your billing cycle
- ·Reset your password or fix login issues
2 articles