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Access to this page requires authorization. You can try changing directories.
Important
- This is a production-ready preview feature.
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Configure the compliance profile that the Sales Close Agent should use to send outreach and follow-up emails to customers. The compliance profile ensures that all email communications adhere to organizational policies and regulatory requirements.
To understand more about the compliance profile, read the Stay compliant with privacy regulations article.
Follow these steps:
- Open the Sales Close Agent settings page.
- In the Guidance section, select Email delivery.
- In the Email delivery settings page, select the compliance profile, purpose, and topic that the agent should use to ensure that the email adheres to your organization's compliance requirements. Learn more about settings up compliance profiles in Stay compliant with privacy regulations.
The compliance profile defines the email policies and consent management settings that the agent adheres to when communicating with customers. By default, a default compliance profile is created for your organization. You can use the default profile or create a new compliance profile.
To create a new compliance profile, select Manage compliance settings and follow the instructions specified in the Set up a compliance profile article.