Key Features

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.