Piloxa Certified Mail Dispatch Setup (Onboarding)

Piloxa Certified Mail Dispatch Setup (Onboarding)

1. 01

   Connect the Piloxa MCP connector at https://piloxa.com/mcp or import the OpenAPI description from https://piloxa.com/openapi.json into the agency's automation stack.

   No key, OAuth, or account is required to connect, so the connector can be wired into Claude, ChatGPT, Gemini, or an internal workflow tool before any client letter is drafted. Budget for medium setup complexity before the first live mailing.

2. 02

   Confirm the agent can pass every required input: finished letter as text or PDF bytes, sender information, recipient address, page count, and a USPS service selection.

   Valid service values are CERTIFIED, CERTIFIED_ERR, CERTIFIED_EVIDENCE, and CERTIFIED_DEADLINE. A missing page count or recipient field will stall the dispatch before a review link is ever generated.

3. 03

   Map one client use case onto Piloxa's inputs and outputs before touching a second workflow.

   Pick a single high-volume notice type such as a demand letter or landlord notice, then trace it end to end so the agency can quote a per-letter fee against a known cost.

4. 04

   Build the dispatch template with the human review checkpoint left switched on.

   Piloxa generates a review link for human approval and payment; nothing prints or mails until that link is approved. Keep the checkpoint in place for every client until the agency has run at least one full cycle.

5. 05

   Select the USPS service tier per client and record the choice in the runbook.

   Certified Mail runs $12.97 and Certified Mail + Electronic Return Receipt runs $15.97, both one-time per letter with no subscription or membership fee. Match the tier to what the client's matter actually requires rather than defaulting to the cheapest option.

6. 06

   Verify the mailing record after the first live send.

   The record returns the approved document, its SHA-256 fingerprint, the printed addresses, the USPS tracking number, and tracking scans with source. Records are retained for 1 year, so note the retention window in the client handoff.

7. 07

   Document the runbook and set the agency's per-letter billing line.

   Because Piloxa charges per mailing with no account fee, the agency's margin is transactional. Bill clients per notice sent and state the pass-through cost explicitly so the engagement is not mistaken for retainer work.