# Key Features

NEW IN 1.2 May 7, 2026 release

New in this version: Email Signature Manager, Inbox AI Assistant, Modal-based Admin Bypass, account switcher inside the unified inbox, third-party-domain support for the live-chat widget, and an always-on scheduler-driven queue worker. See the full changelog.

## Unified Inbox

- Multi-Account Email Management: Connect and manage multiple email accounts from a single unified inbox.
- Gmail & Outlook OAuth: One-click authentication with Gmail and Outlook via OAuth 2.0 for secure access.
- IMAP/SMTP Support: Connect any email provider using standard IMAP and SMTP with app passwords.
- Threaded Conversations: Emails automatically grouped into conversation threads for easy tracking.
- Real-Time Sync: Background IMAP polling keeps your inbox up to date with new messages in real time.
- Folder Management: Navigate inbox, sent, drafts, trash, and custom folders across all connected accounts.
- Labels & Tags: Organize conversations with color-coded labels and custom tags for quick filtering.
- Account Switcher 1.2: Dropdown at the top of the inbox lets agents switch between connected mailboxes instantly. Powered by the new `/inbox/api/accounts` endpoint.
- AI Recap 1.2: One-click button generates a structured summary of any conversation thread without leaving the inbox.

## Email Signatures NEW IN 1.2

A complete signature management system under Settings → Email → Signatures. Create unlimited signatures, scope them to specific email accounts, and have them appended automatically on send.

- WYSIWYG Rich-Text Editor: Bold, italic, underline, lists, hyperlinks, inline images, and clear-formatting controls.
- Per-Account Defaults: Set one signature as default for each email account — one-click toggle.
- Independent Append Toggles: Choose whether to append the signature on new emails, replies, or both.
- Live Preview Cards: See exactly how the signature will render to the recipient before saving.
- Account Picker Chips: Fast scoping when you manage multiple mailboxes.
- Automatic Send-Path Injection: The send pipeline injects the right signature across SMTP, Gmail OAuth, and Outlook OAuth.
- IDOR-Safe: Workspace-scoped queries prevent users from viewing or editing signatures belonging to other accounts.

## Inbox AI Assistant NEW IN 1.2

An AI chat panel embedded directly inside the unified inbox. Ask questions, summarize threads, draft replies, or extract action items without context-switching.

- Conversation-Aware Context: Automatically reads the active conversation thread and contact data.
- One-Click AI Recap: Generates a structured summary covering the issue, what's been said, and the next action.
- Provider Failover: Falls back to the workspace-level provider if the user-configured one fails.
- Resolved-Provider Diagnostics: Error messages surface the actual provider and model used — misconfiguration is easy to debug.
- Shimmer Placeholders: Visual feedback during generation so the request feels responsive.

## AI-Powered Replies

- OpenAI / Anthropic / Gemini Integration: Choose from multiple AI providers to generate intelligent email responses.
- Smart Reply Suggestions: AI analyzes incoming emails and suggests context-aware reply options instantly.
- Auto-Respond with Knowledge Base: AI reads your uploaded documents and uses them as context to craft accurate, on-brand replies.
- Tone Adjustment: Switch between professional, friendly, formal, or casual tones with a single click.
- Multi-Language Support: Generate replies in any language based on the sender's language or your preference.
- Per-Workspace AI Configuration: Each workspace can configure its own AI provider, model, and behavior settings.

## Knowledge Base

- Document Upload: Upload PDF, DOCX, TXT, and CSV files that the AI uses as reference material.
- AI Learns from Your Docs: Uploaded documents are processed and indexed so the AI can retrieve relevant information on demand.
- Context-Aware Reply Generation: When composing AI replies, the system pulls relevant knowledge base content to ensure accuracy.
- Workspace-Scoped Knowledge: Each workspace maintains its own knowledge base, keeping data isolated between teams.

## Contacts & CRM

- Contact Management: Store and organize contacts with custom fields, phone numbers, addresses, and notes.
- Custom Fields & Tags: Add unlimited custom fields and tags to categorize contacts your way.
- Contact Groups & Segments: Create groups and dynamic segments for targeted campaigns and workflows.
- Import & Export (CSV): Bulk import contacts from CSV files and export your contact list at any time.
- Activity Timeline: View the full communication history for each contact across all channels.
- Notes & Communication History: Add internal notes and see every email, message, and interaction in one place.

## Deals & Pipeline

- Kanban-Style Deal Board: Visual drag-and-drop board for managing deals across pipeline stages.
- Customizable Pipeline Stages: Define your own pipeline stages to match your sales process.
- Deal Values & Expected Close Dates: Track deal amounts, currencies, and forecasted close dates.
- Activity Tracking: Log calls, meetings, emails, and tasks against each deal for full visibility.
- Drag-and-Drop Management: Move deals between stages with a simple drag-and-drop interface.

## Email Campaigns

- Drag-and-Drop Campaign Builder: Design beautiful email campaigns with a visual editor — no coding required.
- Contact List Segmentation: Target specific contact groups and segments for each campaign.
- Scheduling & Throttling: Schedule campaigns for future delivery and throttle send rates to protect deliverability.
- Open & Click Tracking: Track email opens and link clicks with detailed per-recipient analytics.
- Unsubscribe Management: Built-in unsubscribe links and preference management for every campaign.
- CAN-SPAM Compliance: Automatic inclusion of physical address, unsubscribe links, and sender identification.

## Workflow Automation

- Visual Workflow Builder: Design automation flows with an intuitive drag-and-drop visual editor.
- Trigger-Based Automation: Start workflows on events like new email received, new contact created, or deal stage changed.
- Auto-Assign Actions: Automatically assign conversations to specific team members based on rules.
- Auto-Tag & Auto-Reply: Apply tags and send automated replies based on email content or sender attributes.
- Time-Based Delays: Add delays between workflow steps for follow-up sequences and drip campaigns.

## Multi-Channel Communication

- WhatsApp Business API: Send and receive WhatsApp messages directly from your MailTrixy inbox.
- SMS via Twilio: Two-way SMS messaging integrated into the unified conversation view.
- Telegram Bot: Connect a Telegram bot to receive and respond to messages from Telegram users.
- Slack Integration: Receive notifications and respond to conversations directly from Slack channels.
- Live Chat Widget: Embeddable chat widget for your website with real-time messaging and visitor tracking.

## Email Templates & Canned Responses

- Pre-Built Email Templates: Library of professionally designed email templates for common use cases.
- Canned Responses with Shortcuts: Type a shortcut keyword to instantly insert a saved response while composing emails.
- Variable Placeholders: Use dynamic placeholders like `{{contact.name}}` and `{{deal.value}}` for personalization.
- Team-Shared Templates: Share templates across your workspace so every team member has access to approved messaging.

## Team & Workspaces

- Multi-Tenant Workspace Isolation: Each workspace operates independently with its own data, settings, and billing.
- Role-Based Access: Built-in roles — Owner, Admin, and Agent — with granular permission controls.
- Team Inbox Assignment: Assign conversations to specific team members or round-robin across the team.
- Collision Detection: See when another team member is viewing or replying to the same conversation to avoid duplicate responses.
- Internal Notes: Leave private notes on conversations that are visible only to team members, not the customer.

## Analytics & Reports

- Email Volume Stats: Track incoming and outgoing email volume over time with visual charts.
- Response Time Tracking: Monitor average first-response and resolution times per agent and team.
- Team Performance: Leaderboards and metrics for each team member's email handling and resolution rate.
- Campaign Analytics: Detailed reports on opens, clicks, bounces, unsubscribes, and delivery rates per campaign.
- Deal Pipeline Reports: Revenue forecasting, conversion rates, and stage-by-stage analysis of your sales pipeline.

## Billing & Plans

- Subscription Management: Flexible subscription plans with configurable limits on users, inboxes, and AI usage.
- Multiple Payment Gateways: Accept payments via Stripe, PayPal, Razorpay, Mollie, Paystack, Flutterwave, and more.
- Coupon System: Create discount codes with percentage or fixed-amount discounts and usage limits.
- Invoice Generation: Automatic invoice creation for every payment with downloadable PDF receipts.

## Temp Mail

- Disposable Email Addresses: Generate temporary email addresses on demand for testing and one-time use.
- Auto-Expiring Inboxes: Temp mail inboxes automatically expire and are cleaned up after a configurable duration.
- Spam Testing: Use disposable addresses to test email deliverability and spam filter behavior before sending campaigns.

## Admin Panel

- Dashboard: Real-time statistics for users, workspaces, emails processed, active subscriptions, and revenue.
- User Management: Full CRUD for users with role assignment, account suspension, and activity logs.
- Plan Management: Create and configure subscription plans with feature flags and resource limits.
- Payment Gateway Configuration: Enable and configure payment gateways with API keys and webhook URLs.
- System Settings: General settings, application branding, maintenance mode, and environment configuration.
- SMTP Configuration: Configure outbound email delivery with SMTP credentials and test email functionality.
- Content Management: Manage blog posts, FAQs, testimonials, custom pages, and frontend content.

## Security Features

- Two-Factor Authentication: TOTP-based 2FA (Google Authenticator, Authy) with QR code setup and recovery codes.
- Data Encryption (AES-256-CBC): Sensitive data including email credentials and API keys encrypted at rest.
- Rate Limiting: Per-endpoint rate limiting on API requests, login attempts, and AI usage to prevent abuse.
- CSRF & XSS Protection: Token-based CSRF protection on all forms and output escaping to prevent cross-site scripting.
- Security Headers: X-Frame-Options, X-Content-Type-Options, Strict-Transport-Security, and Content Security Policy.
- Social Login: OAuth 2.0 authentication with Google and GitHub for quick and secure sign-in.

## Integrations

- Salesforce: Sync contacts and deals bidirectionally with Salesforce CRM.
- HubSpot: Push contacts and activity data to HubSpot for unified marketing and sales tracking.
- Google Calendar: Schedule meetings and follow-ups linked to deals and contacts.
- Zapier: Connect MailTrixy to 5,000+ apps with triggers and actions via Zapier webhooks.
- Slack: Real-time notifications and quick-reply actions delivered directly to Slack channels.

## Getting Started

Ready to set up MailTrixy? Follow these steps:

1. Check Server Requirements — Ensure your hosting meets PHP 8.2+, MySQL 8.0+, and required extensions.
2. Run the Installer — Upload files, create a database, and let the web installer handle the rest.
3. Configure Your Environment — Set up email accounts, AI providers, and payment gateways.
4. Connect Your First Email — Add a Gmail, Outlook, or IMAP account to start managing email.

No technical skills required! The web installer guides you through setup with a simple browser-based wizard. Most users are up and running within 10 minutes.