1 · Create your workspace
Sign up at /signup. The first user becomes OWNER of a new workspace; everything you build belongs to that workspace and stays isolated from every other tenant.
Free comes with one active automation, 200 messages / 30 days, and Email-only. You can upgrade to Starter any time from Upgrade plan in the sidebar.
2 · Add a contact
Open Contacts in the sidebar → + Add contact. For testing, use an email address you can read or a phone number you own. Contacts can be tagged — tags drive segments and automation conditions later.
3 · Write a template
Open Templates → + New template. Pick a channel (start with Email if you're on Free), give it a body, and use mustache-style variables for personalization:
Hi {{firstName}},
Thanks for joining {{workspaceName}}. Your first-visit voucher is attached — see you soon.
— {{senderName}}Variable names are arbitrary; values come from the contact record at send time, with sensible fallbacks when a field is missing.
4 · Build an automation
Open Automation Studio → + New automation. The canvas starts with a Trigger node and an End node. Drop a SEND_MESSAGE node between them, click it, pick your template + channel, then connect the dots.
Save (⌘S) — your automation is now in DRAFT state.
5 · Activate & send
Hit Activate in the editor toolbar. The platform validates the graph (no dangling nodes, every SEND_MESSAGE has a template) before flipping to ACTIVE.
Trigger a run from the canvas with Test run, or wire a real trigger (manual API call, schedule, or contact event). Within seconds, the delivery shows up in Delivery Ops with provider response, retry state, and timing.
What's next
- Automation Studio — full node reference
- Channels — add WhatsApp, SMS, Voice
- API reference — trigger automations from your backend
- Members & RBAC — invite teammates