Key Features

Agentic Homepage NEW IN 1.5

Replace the static marketing homepage with a live AI chat panel embedded in the landing-page hero. The agent greets every visitor, answers questions in your brand voice, and captures the conversation as a structured CRM lead — no widget token, no third-party SaaS.

• Three homepage themes: Classic, Modern Detailed, and the new Agentic theme. Switch under Admin → Frontend Settings → Homepage Design. All marketing sections (How It Works, Features, Pricing, FAQ, CTA) are preserved across themes.
• Synchronous AI replies: One HTTP round-trip, no polling. Uses your existing AI Providers keys (OpenAI / Anthropic / Gemini / Mistral).
• Business context teaching: A single textarea (up to 5,000 chars) describes your product, pricing, and positioning. The agent answers from that context instead of hallucinating.
• Graceful fallback: If no AI provider has a saved key, the full marketing page still renders — only the chat panel becomes a friendly “launching soon” placeholder so the site is never broken during setup.
• Endpoints: Three public, CSRF-protected, throttled routes — POST /agent-chat/start, POST /agent-chat/send, GET /agent-chat/history.

See the full Agentic Homepage feature page.

Homepage Leads Admin Panel NEW IN 1.5

Every visitor chat captured by the agentic homepage becomes one row in a dedicated triage panel at /admin/homepage-leads. Intentionally separate from workspace Contacts so anonymous-first visitors don't pollute your CRM until you explicitly promote them.

• Captured fields: Name, email, company, use case, full transcript, source page URL, AI provider/model, cumulative token counts, and dollar cost per conversation.
• Status workflow: Five stages — new, contacted, qualified, closed, spam — with stat tiles on the list page and a one-click dropdown on the detail view.
• Search & filter: Search across name / email / company; filter by status; chronological default sort by last activity.
• Two-column detail view: Conversation transcript on the left, visitor profile + status + AI cost summary + internal notes on the right.
• CSV export: Pulls every lead with all captured fields. Ideal for daily digest workflows or hand-off to external CRMs.
• Internal notes: Up to 5,000 chars per lead. Team-private, never shown to the visitor.

Mobile-First Inbox NEW IN 1.5

The inbox is now fully responsive. On small screens the three-pane desktop layout collapses into a smart single-pane flow where the user only ever sees the relevant column.

• Hamburger drawer: Sidebar (folders + channels + filters) hides behind a tap-to-open drawer instead of stealing horizontal space.
• Full-width conversation list: Tapping a row swipes to the detail pane with a back button that returns to the list state intact.
• Floating compose FAB: Replaces the bottom action bar on mobile so the message body has more vertical room.
• Touch-tuned hit targets: Conversation actions menu, reply composer toolbar, and bulk-select checkboxes all sized for thumbs, not mice.
• Light/dark mode parity: Inherits the Theme Studio tokens so it looks native in either mode at any viewport.

Custom Fields for Contacts NEW IN 1.5

Define workspace-wide custom fields for your Contacts without writing a single migration. Each field is a row in custom_fields; values live on the parent record's custom_fields JSON column, so adding or removing a field never touches the contacts table schema.

• Ten field types: Text (single line), Long text (multi-line), Number, Date, Email, URL, Phone, Dropdown (single-select), Multi-select, Checkbox (true/false).
• Per-field configuration: Required flag, default value, dropdown / multi-select option list, label, and developer-facing field key.
• Auto-rendered in Contact forms: The Create / Edit Contact form iterates over the workspace's custom field schema and renders the right input control for each type. No template editing required when you add a new field.
• Available in the API: Contact list and detail endpoints include the custom_fields map in the response so mobile / external clients can render them too.
• Variable support in templates & canned responses: Custom field values are addressable as {custom.field_key} — multi-select joins with “, ”, checkboxes render as “Yes” / empty, missing values render as empty string.
• Per-workspace, fully isolated: Each workspace defines its own field schema. Nothing leaks between tenants.
• Zero schema migrations: The JSON column means adding or removing a field is one admin click. No DDL, no downtime, no migration files.

Scope note: v1.5 ships the Contacts integration end-to-end. The deals.custom_fields JSON column is reserved at the schema level but the Deal create / edit UI does not render custom field inputs yet — on the roadmap for a follow-up release. The inbox right-pane profile widget and a dedicated Contacts CSV export with custom field columns are also tracked as follow-ups.

Email Template Builder NEW IN 1.5

A visual, drag-and-drop builder for transactional emails and campaign drafts. Pre-built blocks, live preview, variable picker, and one-click clone — no HTML skill required.

• Block library: Hero, button, two-column, divider, footer, social icons, image, plain text. Drag in, configure properties, see the result instantly.
• Live light/dark preview: Toggle between modes to verify the template renders well on every client.
• Variable picker: Insert {first_name}, {company}, {custom.field_key}, and the rest of the personalisation tokens without remembering the syntax.
• One-click clone: Fork an existing template into a new draft for A/B variants or seasonal tweaks.
• Picker-targetable everywhere: Compose, Reply, Campaign builder, and the Workflow “Send Email” node all surface the same template list.
• Platform defaults: Every workspace inherits a small library of platform-provided default templates; admins can override them per workspace.

Inline Templates & Snippets in Inbox / Reply NEW IN 1.5

The inbox Compose and Reply editors now have a unified Templates picker that surfaces both the new Template Builder library AND the existing Canned Responses in the same dropdown — one click to insert, variables resolved against the active conversation.

• Unified picker: Templates and canned responses appear together, sorted by usage count, searchable by title / shortcode / body.
• Variable preview: Resolved subject and body are shown before insertion so you can verify {first_name} etc. produce the right value.
• Usage tracking: Each insertion bumps the per-template usage counter so the team's most-used replies float to the top automatically.
• Works on every channel: Email, WhatsApp, SMS, Telegram, Slack, Live Chat — the inbox strips HTML on plain-text channels automatically.
• Slash command intact: The legacy /shortcode trigger still works in both Compose and Reply — the picker is the visual entry point for the same library.

User-Facing Support Tickets NEW IN 1.5

An in-product support surface for end users at Help → Support. Users open a ticket without leaving the app, see their thread history, get notified on staff replies, and re-open closed tickets when needed.

• User side: Open / list / view / reply / re-open. Each ticket carries a subject, body, attachments, and status badge.
• Admin side: Full triage at /admin/tickets with status workflow (open / in-progress / waiting / resolved), priority, assignment, and a per-ticket reply log.
• Two-way email mirror: Customers can reply to staff messages directly from their mailbox — the reply lands back on the ticket without forcing them to log in.
• Email notifications: Both sides get email alerts on new replies, status changes, and assignment.
• Attachment support: Screenshots, logs, PDFs — attached files travel with the ticket and the email mirror.

Theme Studio NEW IN 1.4

A complete colour customisation system at /admin/theme-studio that controls every visible color across the platform — frontend marketing site, admin panel, user dashboard, inbox, login screens — in both light and dark mode. No CSS file editing required.

• 13 colour tokens × 2 modes = 26 live pickers: Primary, Primary Strong, Secondary, Accent, Success, Warning, Danger, Info, Surface, Surface 2, Ink, Muted, Border.
• Live preview card: See buttons, status pills, links, headings, and badges re-skin in real time as you tweak.
• Mode toggle: Switch between editing Light Mode and Dark Mode without page reload.
• Reset buttons: Restore current mode to defaults, or full reset to MailTrixy defaults.
• Runtime CSS injection: Settings are stored as one JSON blob; ThemeHelper::renderCss() emits CSS custom properties on every page load. Cached for performance, invalidated on save.

See Theme Studio documentation.

Invoicing & PDFs NEW IN 1.4

EU-compliant invoicing with auto-generated invoice numbers, themed HTML previews, downloadable PDFs, and complete tax breakdown on every payment.

• Auto invoice numbers: INV-YYYYMM-NNNN format, resets monthly, no gaps. DB-transaction-safe counter.
• Themed HTML preview at /invoices/{id}/preview — uses your Theme Studio colors, no browser PDF chrome.
• PDF download: DomPDF-rendered, cached after first generation, brand-name dynamic.
• User invoice list at /settings/invoices with View + PDF buttons.
• Admin overview: Payments page now shows View + PDF buttons per row for support purposes.
• EU buyer snapshot: Customer billing details frozen on each Payment row at checkout, so historical invoices stay accurate after profile edits.
• Tax breakdown displayed: Subtotal, discount, tax (with configurable label), grand total.

See Invoicing documentation.

Company Billing Setup NEW IN 1.4

New Company tab in Admin → Settings for capturing the platform's legal / billing identity printed on every invoice.

• Legal entity name (separate from trading brand) and company website.
• Tax identity: Tax ID (EIN, CIF, ABN, etc.) and EU VAT number.
• Registered address: Line 1, Line 2, City, State, Postal, Country.
• Billing email + phone separate from support email.
• Bank details textarea printed as a panel at the bottom of every invoice PDF.
• Country-specific guidance: Documentation explains Tax ID vs VAT for US, EU, UK, AU, IN, CA.

See Company Billing Setup documentation.

Tax / VAT Configuration NEW IN 1.4

System-wide tax configuration with per-plan overrides, inclusive or exclusive pricing math, and a customisable label.

• Master toggle in Admin → Settings → Tax tab.
• System default rate applied to any plan with tax_rate=0.
• Customisable label: VAT (EU), GST (AU/IN/NZ), Sales Tax (US), or any custom string.
• Per-plan override: Each plan can specify its own tax_rate and a tax_inclusive toggle.
• Inclusive math: €100 with 19% VAT → subtotal €84.03 + VAT €15.97 (back-calculated). Customer pays exactly the listed price.
• Exclusive math: $100 with 10% tax → total $110. Tax added on top at checkout.
• Snapshot at checkout: Tax rate + amount frozen on the Payment row so historical invoices always reflect the rate that was in effect at purchase time.

See Tax / VAT documentation.

Translations Editor NEW IN 1.4

An in-app editor at /admin/translations for translating every UI string into any registered language — without FTP or editing JSON files by hand. Ships with 80+ pre-translated languages out of the box.

• Language picker + live progress bar (e.g. "3563 / 3659 strings, 97%").
• Search across English source AND translation values.
• Filter pills: All / Missing / Translated.
• Inline edit with yellow "Edited" badge and Save All button.
• Import / Export JSON — upload a translator's file, or download for offline work.
• File locking: Two admins editing the same language simultaneously can't clobber each other (flock LOCK_EX).
• Auto backup: .bak file written before each save for one-step rollback.
• Placeholder safety: Strings with :variable tokens are preserved — translators just need to keep the token in place.

See Translations Editor documentation.

Font Picker NEW IN 1.4

Change the platform's body font in one click. Setting flows into all 5 layouts (frontend, admin, user dashboard, inbox, login).

• 20 whitelisted Google Fonts: Outfit (default), Inter, Roboto, Open Sans, Poppins, Nunito, Lato, Montserrat, Raleway, Source Sans 3, DM Sans, IBM Plex Sans, Manrope, Plus Jakarta Sans, Work Sans, Rubik, Space Grotesk, Public Sans, Figtree, Quicksand.
• In-dropdown preview: Each option renders in its own typeface so you can compare before saving.
• Configurable weights: Trim the loaded weights to reduce page weight (default 300;400;500;600;700;800).
• Google Fonts loaded with display=swap so users see fallback fonts immediately and the custom face swaps in once downloaded.

See Font Picker documentation.

Storage / CDN (S3) NEW IN 1.4

Route all file uploads — avatars, logos, attachments, PDFs, KB documents — to an external S3-compatible bucket. Configure once in admin, no .env editing required.

• Supported providers: AWS S3, Cloudflare R2, Wasabi, Backblaze B2, DigitalOcean Spaces, Linode Object Storage, MinIO (self-hosted), or any custom S3-compatible API.
• Encrypted credentials: Secret keys stored encrypted at rest in system_settings.
• Test Connection button: Writes → reads → deletes a probe file using the values currently typed in the form (not the saved ones). Find typos before they break uploads.
• CDN URL support: Pair with CloudFront / Cloudflare / BunnyCDN to serve assets from edge servers.
• Path-style toggle for MinIO and some R2 setups.
• Runtime config injection: StorageHelper::applyRuntimeConfig() overrides Laravel's filesystem config at boot — uploads route to S3 with zero controller changes.

See Storage / CDN documentation.

Addon System NEW IN 1.4

Extend MailTrixy with packaged ZIP addons. Upload, activate, configure — no FTP, no composer require, no manual migrations.

• ZIP-based installer at /admin/addons. Auto-validates the addon.json manifest, copies files into addons/{slug}/.
• Migrations run on activate — addon-specific tables and column alterations are managed per-addon.
• Service Provider auto-registration: Each addon's routes, views, blade components, and bindings load only when active.
• Atomic activation: If migrations fail, status stays inactive so the admin can fix and retry without leaving half-active state.
• Settings button per addon: If the manifest declares settings_url, a prominent Settings button appears on the addon card.
• Deactivate / Uninstall: Deactivate keeps files + DB; Uninstall removes files but preserves DB tables for reinstall.

See Addons documentation.

Instagram Direct Messages (Addon) NEW IN 1.4

First-party addon for sending and receiving Instagram DMs from inside the inbox via Meta Graph API. Distributed as instagram-addon-v1.0.0.zip.

• WhatsApp-style per-workspace setup: Each workspace owner connects their own Instagram at Settings → Channels → Instagram → Configure.
• Real-time webhook delivery with HMAC-SHA256 signature verification.
• Inbox-native: Instagram conversations appear alongside email/WhatsApp/SMS with the same reply composer and AI features.
• Sidebar filter: Click the Instagram channel button in the inbox sidebar to filter to IG-only conversations.
• Admin overview page at /admin/addons/instagram/settings shows connected workspaces, webhook URL, and one-time Meta App setup checklist.
• 999-byte UTF-8-safe truncation to fit Meta's DM length limit without splitting characters.

See Instagram channel documentation.

Complete White-Label NEW IN 1.4

The site_name admin setting flows through 100+ user-visible places. Set once, rebrand everywhere.

• Frontend: Landing page, login/register, footer copyright, all <title> tags, PWA manifest.
• User dashboard: Sidebar brand, onboarding wizard, dashboard "Get the most out of [brand]", AI workflow descriptions, workspace slug prefix.
• Admin panel: Sidebar brand, Theme Studio preview, AI providers Pinecone placeholder, update error toasts.
• Content: All 20+ help articles (rewritten at read time via model accessor for both {brand} tokens AND literal "MailTrixy").
• Billing: Invoice PDF header + footer, GDPR export filename, DB backup SQL header.
• Integrations: Slack /help command response uses the actual slash command name from the inbound payload (works for /acme if reseller registers under their own brand).
• Live chat widget "Powered by" only renders if brand_name is set on server config; otherwise hidden entirely.
• Dynamic robots.txt: Sitemap URL derives from APP_URL.
• Per-workspace white-label: Enable the White-Label plan feature to hide all "Powered by" credits for tenants on that plan.

See White-Label documentation.

Outlook / Hotmail OAuth Fixes NEW IN 1.4

Microsoft killed Basic Auth for personal Outlook.com / Hotmail.com / Live.com accounts in 2022. v1.4 makes the OAuth path the unmissable default.

• Server-side block on save: Settings + onboarding refuse to save IMAP credentials for any outlook.com / hotmail.com / live.com / msn.com (plus regional variants like .fr, .de, .co.uk) address. Inline error points the user to the OAuth button.
• Loud warning banners in Settings → Email Accounts and onboarding step 2 the moment a user expands the manual form.
• Renamed legacy preset from "Outlook / Hotmail (IMAP/SMTP)" to "Exchange / Office 365 IMAP (legacy)" so it's clearly only for on-prem Exchange / older tenants.
• Fixed broken onboarding flow: Picking the Outlook tile now actually redirects to Microsoft (previously it created a placeholder and skipped the OAuth step entirely).
• OAuth callback returns to onboarding step 3 when the user came from onboarding (previously dumped them at /settings/email).
• Per-message delete: Hover any message in a thread → small trash icon → soft-delete from inbox. Works for email, WhatsApp, SMS, Telegram, Instagram. Outbound confirmation warns the message can't be recalled from the recipient's side.

See Outlook OAuth setup and Gmail / Google OAuth setup.

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 / Mistral / DeepSeek 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.
• Per-Channel AI Behaviour 1.1: Tune AI confidence thresholds, auto-send rules, and prompts independently for Email, WhatsApp, SMS, Live Chat, and Telegram.
• Auto-Escalation to Humans 1.1: When the AI's confidence score falls below a configurable threshold, the conversation is auto-assigned to a human agent instead of auto-sent.
• AI Reliability Filters 1.1: Skip AI replies on noreply addresses, auto-replies, bounces, promotional senders, and a custom blocklist — prevents embarrassing loops.

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.
• 50 Workflow Presets: Pre-built automations covering welcome sequences, lead nurturing, auto-assignment, SLA escalation, abandoned cart recovery, customer onboarding, feedback collection, and re-engagement campaigns. One-click activation.
• Email Template Dropdown in Send Email action 1.1: Pick from your saved email templates inside any workflow Send Email step.
• Telegram channel in Auto-Reply rules 1.1: Build auto-reply rules that fire on Telegram messages just like email.
• In-App channel for Send Notification action 1.1: Notify team members in-app (bell icon) from any workflow step.

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.
• SMS Bulk Campaigns 1.1: Send bulk SMS campaigns via Twilio with scheduling, segmentation, and per-recipient personalisation.
• 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.
• Instagram Direct Messages 1.4: Available as an installable addon. See the Instagram DMs section above.
• Live Chat Widget: Embeddable chat widget for your website with real-time messaging and visitor tracking.
• Per-Message Delete 1.4: Hover any message bubble in a thread to get a trash icon. Soft-deletes the individual message from MailTrixy while keeping it recoverable. Works for every channel (email, WhatsApp, SMS, Telegram, Instagram).

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: 40+ gateways including Stripe, PayPal, Razorpay, Paddle, Mollie, Paystack, Flutterwave, Mercado Pago, and more.
• Coupon System: Create discount codes with percentage or fixed-amount discounts and usage limits.
• Invoice Generation: See the Invoicing & PDFs section above for the full v1.4 invoicing system with auto-numbers, themed previews, downloadable PDFs, and EU-compliant buyer-billing snapshots.
• Plan-Based Feature Gating 1.1: Six configurable feature flags (analytics, knowledge base, workflows, white-label, integrations, AI usage) let you offer differentiated pricing tiers without code changes.
• Per-Plan Tax & VAT 1.4: Configure tax rate and inclusive/exclusive pricing per plan. See Tax / VAT.

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, resource limits, and tax overrides.
• Payment Gateway Configuration: Enable and configure 40+ payment gateways with API keys and webhook URLs.
• System Settings (multi-tab): General, Branding, SMTP, Authentication, Security, Company 1.4, Tax / VAT 1.4, Storage / CDN 1.4, Integrations, GDPR, PWA, Custom Code, Frontend, Maintenance.
• SMTP Configuration: Configure outbound email delivery with SMTP credentials and test email functionality.
• Content Management (CMS): Manage blog posts, FAQs, testimonials, custom pages, and frontend content.
• Theme Studio 1.4: See the Theme Studio section.
• Translations Editor 1.4: See the Translations section.
• Addons Installer 1.4: See the Addon System section.
• System Hub: Single index page linking to every admin module — reduces clicks for power users.
• Maintenance Mode + Admin Bypass 1.2: Take the site offline for users while admins keep working via a modal-based email/password bypass.
• AI Provider Single Source of Truth 1.2: Centralised AI provider configuration with searchable model dropdowns at /admin/ai-providers.

In-App System Updater NEW IN 1.1

Upload a ZIP at /admin/system/update and the platform updates itself in five guided steps. No FTP, no SSH, no command line.

• 5-step wizard: Upload ZIP → Version check → DB backup → Apply files → Run migrations.
• DB backup before apply: Every update creates a full SQL backup with the brand name in the header for traceability.
• Version comparison: The uploaded ZIP must contain a higher version than the currently installed one. Prevents accidental downgrades.
• Rollback path: If migrations fail mid-update, the previous file set is preserved and an error is shown.
• Detailed error reporting 1.4: Upload errors now name the brand dynamically ("Upload rejected by Acme") and explain server-config limits like HTTP 413.

In-App Notifications & Bell Icon NEW IN 1.1

• Header bell icon: Real-time unread counter for the signed-in user. Click for a dropdown of recent notifications.
• Workspace + admin events: New customer message, mention in internal note, deal assignment, plan limit warning, AI budget alert.
• Multi-channel delivery: In-app, email, Slack, Telegram — configurable per event type in Settings → Notifications.
• Slack notification toggles: Independent flags for new user signups, payments, system alerts, support tickets, and AI usage.

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, OAuth tokens, S3 secret keys, and API keys are 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.
• SSRF Protection on Website Scraper: Knowledge-base website crawler blocks internal IP ranges, localhost, and cloud metadata endpoints (AWS, GCP, Azure) to prevent server-side request forgery.
• HMAC Webhook Verification: Inbound WhatsApp + Instagram webhooks verify X-Hub-Signature-256 against the Meta App Secret — reject forged payloads at the edge.
• File-Lock on Translation Writes 1.4: Concurrent admin edits to the same language file can't clobber each other.
• Microsoft Basic Auth Deprecation Guard 1.4: Server-side block on saving IMAP credentials for personal MS domains (outlook.com / hotmail.com / live.com / msn.com + regional variants). Steers users to the working OAuth flow.

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.