Platform help

Operational guidance for the full Envoi workflow.

Use this page as the quick orientation layer for templates, campaigns, flows, SMS, and approval-heavy messaging teams.

Build emails by hand first

Templates should always be fully editable without AI. Teams need typography, spacing, image, button, HTML, and global styling controls before they need generation.

Create blank template
Upload and reuse images
Preview and test-send before launch

Flows should execute from real triggers

A usable automation product has to move past CRUD. Trigger sources, delays, branches, approvals, and queue execution all need to map to actual customer events and visible logs.

Event or API trigger configured
Flow activated and paused cleanly
Execution visible in activity or queue state

SMS needs operational readiness

SMS is not just copy and audience selection. It starts with a real sender number, default routing, and registration or compliance data before teams can rely on it.

Import or provision sender number
Submit compliance data
Set default sender before campaign send

AI stays assistive

Envoi should let AI accelerate drafts, variants, and recommendations while preserving the manual path. Humans stay in control for approvals, risk, and brand decisions.

Manual path works without AI
AI can refine instead of replace
Approvals exist where stakes are high

Preview before you trust

The highest-friction failure in email tools is visual mismatch. The editor, preview output, and delivered HTML should be treated as separate checkpoints with deliberate QA.

Canvas matches preview
Preview email matches delivered email
HTML export is production-safe