All releases

You decide how your marketing manager works

Set lasting preferences, rules and ways of working for Virello. Your marketing manager applies them to future recommendations and decisions.

Personalization

What is new with this feature

  • Preferred ways of working, firm requirements and important no-go areas can be stored centrally.
  • Personalization shapes future recommendations, decisions and collaboration with the agent.
  • Saved preferences can be edited or reset completely at any time.

Your manager works by your rules

Whether it is a preferred form of address, a fixed approval path or topics Virello should avoid, lasting instructions no longer need to be repeated in every conversation. They become part of how the marketing manager works.

Personal, while remaining under your control

All stored preferences remain visible and editable. You can refine a rule, remove outdated information or reset personalization when the way you work together changes.