Customer panel guide
What end-customers see after signing in. Workflow-driven side rail covering audience, sending, content, analytics, integrations, settings.
Customer dashboard ·
documentation/screenshots/customer-dashboard.pngCustomer dashboard — quota tiles, send chart, next-steps, AI Copilot button.
First-time setup (customer perspective)
- Sign in / sign up at
/loginor/register(if self-signup is enabled). - Settings → Profile — confirm name, company, timezone, locale.
- Sending domains → Add domain — paste your domain, publish 3 DNS records, click Verify.
- Sending relays — connect at least one (SMTP, SES, SendGrid, etc).
- Lists → New list — set the From identity, opt-in mode, custom fields.
- Import subscribers from CSV or share the hosted opt-in form URL.
- Templates → New template — start blank or clone a system template.
- Campaigns → New campaign — pick list + template + relay → schedule or send.
Side rail map
| Group | Item | Purpose |
|---|---|---|
| Audience | Lists | Subscriber buckets — each has own custom fields + opt-in flow. |
| Subscribers | Cross-list search + engagement timeline + AI insights. | |
| Segments | Rule-tree slices of a list. | |
| Sending | Campaigns | Drafts, scheduled, sent. A/B testing. |
| Automations | Visual flow canvas. Welcome series, abandoned-cart, re-engagement. | |
| Transactional | One-off API sends for receipts / OTP / etc. | |
| Sending relays | SMTP / API senders (private to this customer). | |
| Content | Templates | System gallery + customer-private. |
| Landing pages | Hosted single-page opt-in forms. | |
| Surveys | NPS / multi-choice / rating polls. | |
| Forms | Embed code snippets for any website. | |
| Deliverability | Sending domains | DKIM + SPF + DMARC per domain. |
| Tracking domain | Branded click + open tracking URLs. | |
| Reputation | Health score + bounce/complaint rates. | |
| Insights | Reports | Per-campaign + account-wide engagement. |
| Reputation | Volume, bounce rate, complaint rate trends. | |
| Activity log | Audit trail of every privileged action. | |
| Integrations | Integrations | Shopify, WooCommerce, Stripe, generic webhooks. |
| Outbound webhooks | Mirror events into CRM / data warehouse. | |
| API tokens | Personal access tokens for the REST API. | |
| Account | Settings | Profile + password + AI usage + plan. |
| Billing | Plan, invoices, payment methods. | |
| Team | Invite colleagues + roles. | |
| Inbox | Replies + transactional bounces. |
AI Copilot (Cmd+K)
Press ⌘ + K anywhere to open the AI Copilot drawer. Capabilities:
- Draft subject lines / preview text / body copy.
- Build segments from plain-English descriptions ("subscribers who opened in last 30 days, not in last 7").
- Summarise campaign reports ("Why did Campaign #142 underperform?").
- Translate emails to other languages while preserving brand voice.
Per-feature AI assist also lives in-line (subject line generator next to subject input, segment builder AI button, etc).
Team members
Owners invite colleagues via Team → Invite by email:
- Enter colleague email + pick role.
- Magic-link invite arrives (expires in 7 days).
- Colleague clicks → sets password → joins the team.
- Roles control what each member can do — owner has full access regardless.
Customer settings
Customer → Settings has 4 sections:
- Profile — name, email, company, phone, address (CAN-SPAM footer), timezone, locale.
- Password — change password. Email confirmation sent.
- AI usage — this month's calls / tokens / cost against plan limit.
- Plan — current quota tier + limit chips + feature flags.