Email Builder
Adi Ben Mayor
Managing customer inquiries and creating quotes has never been easier than with Monada’s mailbox integration. Here’s a quick breakdown of how this powerful feature works:
1. Navigate Your Mailbox
Start by heading to the Email tab in the left-hand menu. Here, you’ll find your entire mailbox, with emails automatically classified by Monada. Look out for inquiries labeled as 'This is an opportunity' for quick identification.
2. Create Opportunities in a Click
When you find a relevant email, click 'Create Opportunity.' Monada’s AI extracts key details like origin, destination, and cargo information directly from the email, saving you time.
3. Assign Accounts with Ease
Link the opportunity to an existing customer account, or let Monada create a new account automatically if needed.
4. Fill in Missing Details
Easily add or tweak information, such as Incoterms, ensuring the details are accurate before moving forward.
5. Compare Rates
Open the Rate Panel on the right to load rates based on the opportunity. Include rates from your tariff lists or online carrier portals for a comprehensive view. Sort and compare rate components to find the best option for your customer.
6. Build and Send Quotes
Drag and drop the chosen rate into the quote, add your margin, and customize the email content for a professional touch. Choose between 'All-In' or 'Breakdown' views for your quote presentation, then send it directly via email.
7. Track Progress
Monitor the status of your opportunity on the Opportunities page and check handled inquiries in the Emails tab for a streamlined workflow.
Efficiency at Your Fingertips
With Monada, you can manage inquiries, create personalized quotes, and handle ongoing threads—all within one intuitive platform.