PilotoMail

Welcome! Let's create a space for your team.

Step 1: Accept Operator Invitation and Create A Space

Manage which requests you will offer to your renters.

Step 2: Configure Your Mail Offering Plans

Set the compliance time frame and add your agent/notary signature for renter's CMRA forms.

Step 3: Manage Compliance Settings

Customize your renter's mailboxes to showcase your company.

Step 4: Set Up Your Brand Settings

Choose what automations you want to offer as part of your mail services.

Step 5: Automations (Automatic requests)

Optimize your mail management processes by integrating with one of our partners.

Step 6: Integrations

Download the PilotoMail Ops mobile app for easy upload and assigning of incoming mail.

Step 7: Download PilotoMail Ops for Mobile

Learn how to customize your PMB assignment sequence to your preference.

Customize PMB Sequence

Getting Started

Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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