Merlo AI Assistant
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How To
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- Using Email Templates in Merlo AI
- How to Draft Top Quality Emails in Seconds
- Accessing Strata Plan Details via Teams Assistant
- Creating and Managing Email Templates via Merlo AI Email Agent
- Install Merlo AI Assistant for Microsoft Teams
- Installing Merlo AI Teams Assistant
- Getting Started with Merlo AI
Merlo AI Email Agent
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AFSS Compliance Automation
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- AFSS Fire Compliance – Overview
- Uploading AFSS Data via CSV
- AFSS Compliance Settings
- Inspection Schedule Defaults
- Fire Compliance List
- Actioning a Fire Compliance Record
- Bulk Actions
- Status Timeline and Activity Log
- Final AFSS Document Submission
- What Fire Compliance Managers Can Do via Merlo Teams Agent
Insurance Automation
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- Insurance Renewals Automation
- The Complete Renewal Lifecycle briefly
- Stage 1 – How Renewals Are Identified
- Stage 2 – Providing Renewal Instructions
- Optional Step – Overriding the Insured Valuation Amount
- Stage 3 – Receiving Quotes and Submitting to Merlo AI
- Stage 4 – Recording the Committee Decision
- Stage 5 – Completing the Renewal
- Full Responsibility Summary
- Prompts that can be used