warmbly

advisor.mdx

feat: shared TypeSafe client under internal/pkg/typesafe with inbox tagging phases 2 and 3 (hold, stop, task, suppress behind workspace switches, reversible ones on by default), labels seeded at workspace creation and by the follow-up sweep, premade inbox views (hot leads, needs a reply, follow up, declined, automated), typed reply classification and a reply_intent branch condition, an inbox agent draft gate, Advisor copy judgment with a cached editor re-check, warmup content lint, bounce cause classification that keeps a blocked address sendable, and per-form submission triage

2026-09-19 23:33:37 -07:00

ai-assistant.mdx

Every shortcut the ? modal shows now runs, and both resize handles share one gesture (#487 )

2026-09-13 05:28:34 -07:00

ai-contact-research.mdx

feat: restyle the docs site without decorative sidebar icons (frontmatter icons dropped, lucide source plugin disabled, AGENTS.md conventions updated), add LangTab language-logo code tabs, and document the new agent tools plus panel resize/placement/shortcuts in the assistant guide and MCP reference

2026-07-16 07:50:24 +02:00

ai-credits.mdx

feat: AI is a paid feature, so take it off the free plan (#466 )

2026-09-12 09:09:00 -07:00

ai-skills.mdx

feat: restyle the docs site without decorative sidebar icons (frontmatter icons dropped, lucide source plugin disabled, AGENTS.md conventions updated), add LangTab language-logo code tabs, and document the new agent tools plus panel resize/placement/shortcuts in the assistant guide and MCP reference

2026-07-16 07:50:24 +02:00

ai-steps-in-automations.mdx

docs: refresh the documentation site, fix inaccurate claims and contact addresses, add SEO primitives (#90 )

2026-08-05 10:37:27 +02:00

ai-variables.mdx

docs: wrap the company merge token in backticks in the AI variables guide so MDX does not parse it as a JS expression and the docs build succeeds

2026-07-22 17:24:07 +02:00

analytics.mdx

feat: add live regression tests proving replies to a campaign rotating across several mailboxes stamp each lead as replied and reach the campaign reply count, with and without thread headers, and document in the analytics guide that each lead's reply is expected in the mailbox that wrote to them

2026-09-19 04:05:34 -07:00

automations.mdx

feat: fix campaign restart dead end (issue #340 ): resolve preflight tracking senders through the same explicit/tags/all pool the scheduler uses so a connected mailbox is never reported missing, fetch the launch dialog's step count from the steps endpoint instead of a field the campaign API never returns, turn on Keep running for new leads when a form or an automation feeds a campaign (migration 000131 backfills existing ones) and when a member starts a campaign whose every lead has finished so it goes active and waits for leads instead of answering 400, return waiting_for_leads from the start endpoint for the dialog's success screen, and document the no_leads and no_remaining_leads codes and the new behaviour in the campaigns, forms, automations and API docs

2026-09-07 02:26:50 -07:00

billing.mdx

feat: present the $15 pool plan as the Warmup plan everywhere: rename the plan row (migration 000185), add it to the dashboard catalog so the header and billing overview name it, show the cloud tier in a self-hosted instance's header pill and a Plan section under Settings > Warmbly Cloud with upgrade and manage links to the cloud billing page, nudge on the mailboxes page only when the free pool is full, drop the self-host framing from the cloud's checkout dialog, paths panel and locked screen, rebuild the checkout dialog in the plan chooser's style, pitch Premium on deliverability from one shared benefit list, and update the billing and Warmbly Cloud guides and the pricing FAQ

2026-09-19 05:57:41 -07:00

campaigns.mdx

feat: shared TypeSafe client under internal/pkg/typesafe with inbox tagging phases 2 and 3 (hold, stop, task, suppress behind workspace switches, reversible ones on by default), labels seeded at workspace creation and by the follow-up sweep, premade inbox views (hot leads, needs a reply, follow up, declined, automated), typed reply classification and a reply_intent branch condition, an inbox agent draft gate, Advisor copy judgment with a cached editor re-check, warmup content lint, bounce cause classification that keeps a blocked address sendable, and per-form submission triage

2026-09-19 23:33:37 -07:00

collaboration.mdx

feat: scope the tag, category and folder registries and unibox conversation labels to the organization instead of the creating user, so a teammate sees and can edit the labels the owner made, splitting a label two workspaces shared into one copy each and guarding every label write against ids from another workspace (#457 )

2026-09-12 03:37:31 -07:00

connect-mcp-tools.mdx

feat: restyle the docs site without decorative sidebar icons (frontmatter icons dropped, lucide source plugin disabled, AGENTS.md conventions updated), add LangTab language-logo code tabs, and document the new agent tools plus panel resize/placement/shortcuts in the assistant guide and MCP reference

2026-07-16 07:50:24 +02:00

contacts-crm.mdx

feat: let each member choose, reorder and persist the contact list's columns (custom fields included) and sort on any of them: a user_view_preferences table (migration 000187) behind GET/PUT/DELETE /v1/me/views/:view, a column registry that renders the contacts and campaign Leads tables from a saved layout, a Columns chooser with drag reorder and a Sort menu on both toolbars, click-to-sort headers, sort_by custom:<key> plus company and phone sorts in POST /contacts/search resolved once for Search and SearchIDs with a nullable keyset cursor, and the contacts guide, API reference, openapi, error codes and export-import docs updated

2026-09-19 09:24:17 -07:00

deliverability.mdx

feat: shared TypeSafe client under internal/pkg/typesafe with inbox tagging phases 2 and 3 (hold, stop, task, suppress behind workspace switches, reversible ones on by default), labels seeded at workspace creation and by the follow-up sweep, premade inbox views (hot leads, needs a reply, follow up, declined, automated), typed reply classification and a reply_intent branch condition, an inbox agent draft gate, Advisor copy judgment with a cached editor re-check, warmup content lint, bounce cause classification that keeps a blocked address sendable, and per-form submission triage

2026-09-19 23:33:37 -07:00

expressions.mdx

feat: turn automations into a lead-intake path so a Facebook, Instagram, LinkedIn or TikTok lead form pushed by Zapier, Make, n8n or any webhook becomes a tagged, campaign-enrolled contact without leaving Warmbly: add the warmbly.upsert_contact and warmbly.add_to_campaign built-in actions with templated field mapping, custom fields, tags, campaign and an if-exists policy, fire a rich contact.created event from the one contact write path (silent for file imports, sheet syncs and API batches over 100) and expose contact.created and form.submitted as automation triggers with condition fields, variables and sample data, carry an automation depth through events raised by an action so a flow that creates a contact cannot re-trigger itself past five hops, stamp automation-created contacts with the new automation source (migration 000129), share the campaign picker between the sheet sync wizard and the automation builder, document lead intake in the automations, Zapier, Make, contacts, forms, integrations, expressions and webhook pages plus a new n8n guide, mirror the new triggers and actions on the marketing automations page, and drop the 34 MB cli binary that was committed by mistake

2026-09-06 00:36:05 -07:00

forms.mdx

feat: shared TypeSafe client under internal/pkg/typesafe with inbox tagging phases 2 and 3 (hold, stop, task, suppress behind workspace switches, reversible ones on by default), labels seeded at workspace creation and by the follow-up sweep, premade inbox views (hot leads, needs a reply, follow up, declined, automated), typed reply classification and a reply_intent branch condition, an inbox agent draft gate, Advisor copy judgment with a cached editor re-check, warmup content lint, bounce cause classification that keeps a blocked address sendable, and per-form submission triage

2026-09-19 23:33:37 -07:00

inbox-agent.mdx

Fix truncated, unformatted and mis-encoded email content in the unibox (#137 )

2026-08-21 18:45:09 +02:00

inbox-tagging.mdx

feat: shared TypeSafe client under internal/pkg/typesafe with inbox tagging phases 2 and 3 (hold, stop, task, suppress behind workspace switches, reversible ones on by default), labels seeded at workspace creation and by the follow-up sweep, premade inbox views (hot leads, needs a reply, follow up, declined, automated), typed reply classification and a reply_intent branch condition, an inbox agent draft gate, Advisor copy judgment with a cached editor re-check, warmup content lint, bounce cause classification that keeps a blocked address sendable, and per-form submission triage

2026-09-19 23:33:37 -07:00

integrations.mdx

feat: hold an exhausted verification account that publishes no balance for a cooldown instead of re-deriving its health from an account check that cannot see exhaustion, since CleanMyList answers GET /v1/jobs identically whether or not there is allowance left, so the minute-long lookup cache retired every observed 402 and put the whole next batch back on doomed paid calls while Settings reported the service as healthy, and refuse a second verification connection while one is connected rather than letting creation order silently move every check onto a different bill

2026-09-11 02:57:08 -07:00

mailboxes.mdx

feat: say in the mailboxes guide and the submission dialer comment that a refusal or an unresolvable name arriving before 587 is dialled is returned as is while a later one lets a connecting 587 be used, instead of claiming 587 would fail the same way

2026-09-20 13:25:46 +02:00

make.mdx

feat: turn automations into a lead-intake path so a Facebook, Instagram, LinkedIn or TikTok lead form pushed by Zapier, Make, n8n or any webhook becomes a tagged, campaign-enrolled contact without leaving Warmbly: add the warmbly.upsert_contact and warmbly.add_to_campaign built-in actions with templated field mapping, custom fields, tags, campaign and an if-exists policy, fire a rich contact.created event from the one contact write path (silent for file imports, sheet syncs and API batches over 100) and expose contact.created and form.submitted as automation triggers with condition fields, variables and sample data, carry an automation depth through events raised by an action so a flow that creates a contact cannot re-trigger itself past five hops, stamp automation-created contacts with the new automation source (migration 000129), share the campaign picker between the sheet sync wizard and the automation builder, document lead intake in the automations, Zapier, Make, contacts, forms, integrations, expressions and webhook pages plus a new n8n guide, mirror the new triggers and actions on the marketing automations page, and drop the 34 MB cli binary that was committed by mistake

2026-09-06 00:36:05 -07:00

meetings.mdx

docs: refresh the documentation site, fix inaccurate claims and contact addresses, add SEO primitives (#90 )

2026-08-05 10:37:27 +02:00

meta.json

feat(inbox): automatic tagging and relevance scoring for inbound mail, optional and off by default

2026-09-17 04:57:24 -07:00

n8n.mdx

feat: address the CodeRabbit review on the lead-intake PR by giving the webhook sink its own copy of every map payload so the automation goroutine never writes into the map still being marshalled for endpoint delivery, propagating contact lookup errors in the upsert action's skip mode and in the native actions adapter so a failed lookup is never mistaken for a missing contact, adding the contacts source CHECK as NOT VALID in migration 000129 to skip the table scan under the migration lock, defaulting a new create-or-update-contact node's email template to the address key the chosen trigger actually carries, correcting the n8n guide on which lead-form sources have a trigger node, naming API batches over 100 contacts among the silent bulk arrivals in the contacts guide, and updating the marketing automations page from nine to twelve triggers

2026-09-06 00:47:33 -07:00

notifications.mdx

feat: give each mailbox a human sending persona (randomized daily and hourly caps, send spacing, work start/end, lunch break and working weekdays, rolled once per local day in the mailbox's own timezone and applied across the campaign, warmup and smart-send schedulers), add campaign auto-pause guardrails that stop a campaign when its bounce, complaint or reply rate leaves the configured band, make mailbox rotation actually rotate for tag-resolved and all-mailbox campaigns, stop every scheduler from ever returning a slot in the past, and correct the mailbox min-gap field that stored seconds while labelling them minutes

2026-08-13 16:51:29 +02:00

referral-program.mdx

docs: refresh the documentation site, fix inaccurate claims and contact addresses, add SEO primitives (#90 )

2026-08-05 10:37:27 +02:00

security.mdx

Merge remote-tracking branch 'origin/main' into fix/password-change-session-revocation

2026-09-21 04:56:50 -07:00

segments.mdx

fix: a campaign's linked segments are its audience, so detaching one withdraws its leads (#510 ) (#523 )

2026-09-14 22:12:15 -07:00

sending-behavior.mdx

feat: count only dispatched sends against a mailbox's sending profile, so deferral wake-ups and the campaign chain's next queued run stop spending the rolled daily plan (issue #469 ) (#475 )

2026-09-13 06:47:42 -07:00

sequences.mdx

feat: shared TypeSafe client under internal/pkg/typesafe with inbox tagging phases 2 and 3 (hold, stop, task, suppress behind workspace switches, reversible ones on by default), labels seeded at workspace creation and by the follow-up sweep, premade inbox views (hot leads, needs a reply, follow up, declined, automated), typed reply classification and a reply_intent branch condition, an inbox agent draft gate, Advisor copy judgment with a cached editor re-check, warmup content lint, bounce cause classification that keeps a blocked address sendable, and per-form submission triage

2026-09-19 23:33:37 -07:00

team-roles.mdx

feat: make self-hosted onboarding survivable by fixing invite_only, which could not onboard anyone (the accept route is JWT-only, so redeeming the invitation that would create your account required already having one, making the self-host default silently identical to fully closed), threading the invitation token through registration so an invited person lands in the inviting organization instead of a stray workspace, gating SSO just-in-time provisioning behind DISABLE_REGISTRATION (it bypassed the gate entirely, so an instance set to true was still open to anyone the IdP would assert) with SSO_AUTO_PROVISION as the opt-out, correcting the OIDC redirect URL that pointed at /api/v1 against a route at /v1 and 404'd every SSO login, scoping the first-launch exemption so it no longer overrides an explicit lockdown, preserving the remaining TTL when restoring a losing setup token so a public endpoint cannot hold the claim window open forever, replacing a generic 403 with typed registration_invite_only, registration_closed, invitation_invalid, setup_token_invalid and setup_already_complete codes that name the next step, logging why no claim link was issued on an already-claimed instance instead of staying silent, adding a warmblyctl operator CLI (status with health checks and a non-zero exit, reissuable setup-link, user create/list/reset-password/grant-admin/revoke-admin/disable-2fa, hash-password) so a locked-out operator no longer needs hand-written psql, adding read-only instance configuration over 104 environment variables with structural secret redaction and fingerprints, 35 health checks, a database-backed settings tier for the three keys no environment variable owns, hiding the signup form when the config already says invite_only rather than failing the whole form with a toast, and documenting first run, accounts and access, configuration, instance health and troubleshooting alongside the root .env.example the README told operators to write but never shipped (#114 )

2026-08-16 05:58:11 +02:00

unibox.mdx

feat: make Archive mean something everywhere by keeping filed conversations out of every working unibox view except All mail and the Archive folder, read a mailbox address out of the raw From header so Awaiting reply stops missing every thread sent as "Name <addr>", file and mark read by thread id rather than by message id, and add per-row triage actions plus a multi-select selection bar to the conversation list

2026-09-20 07:16:35 -07:00

unsubscribe.mdx

fix: shorten recipient unsubscribe links to 22-character, 128-bit stored tickets (#498 ) (#525 )

2026-09-15 00:42:45 -07:00

warmbly-cloud.mdx

feat: make cross-tier warmup an exchange so a proven free mailbox writes back to the paying mailboxes that wrote to it, favour the inbox owed the most on every draw, cap what any inbox receives per day inside WarmupPartnerCandidates so a thin tier is neither starved nor flooded, and surface received counts in the mailbox drawer, warmup analytics and the API (#633 )

2026-09-20 09:42:53 -07:00

warmup.mdx

feat: delete warmup mail from each mailbox once past a per-mailbox retention window (email_accounts.warmup_retention_days, else retention.warmup_mail_days, default 30) via a consumer sweep that retires the receipt and sender copy and a worker delete action that trashes on Gmail, deletes on Graph, expunges on IMAP and drops the stored body, prune per-message warmup records after retention.warmup_event_days, and count a warmup deletion as tampering only within 24 hours of arrival and never for a retired message, judging Gmail's Trash label on the same rule

2026-09-21 00:52:02 -07:00

webhooks.mdx

feat: complete the ADA CASA v2.1.1 AL1 control set across authentication, sessions, access control, cryptography, input validation and configuration, adding a breached-password denylist and per-account login throttling, enforced multi-factor authentication on the admin panel, step-up confirmation before an action that mints a lasting credential, purpose-scoped session tokens, single-use TOTP steps, tenant verification on every cross-referenced identifier, security headers on every surface, encrypted webhook signing secrets, per-organization idempotency, PKCE and a minimal two-scope Gmail consent on the mailbox OAuth flow, bounded spreadsheet and archive decoding, a patched Go toolchain with govulncheck in CI, and the evidence pack under compliance/casa

2026-09-19 08:18:35 +02:00

website-tracking.mdx

feat: read the forwarded client address from exactly one operator-named header (TRACKING_CLIENT_IP_HEADER, default x-forwarded-for with the proxy-appended last entry, cf-connecting-ip only when configured) so a client-supplied CF-Connecting-IP passed through a generic trusted proxy can no longer choose the rate-limit bucket or the stored page-hit location, with tests and the configuration, env example and compose entries

2026-08-29 05:11:22 -07:00

workspace-export-import.mdx

feat: validate every person, workspace and company name through internal/pkg/displayname on each write path (profile, onboarding, setup, IdP sign-in, org create and rename, org import, enterprise inquiry, admin testers, warmblyctl) with a 400 invalid_name code, render stored names in platform email through the same rules, mirror them in the web forms, check the org slug format, and document the rules in error-codes, security and AGENTS.md

2026-09-21 03:34:03 -07:00

zapier.mdx

feat: turn automations into a lead-intake path so a Facebook, Instagram, LinkedIn or TikTok lead form pushed by Zapier, Make, n8n or any webhook becomes a tagged, campaign-enrolled contact without leaving Warmbly: add the warmbly.upsert_contact and warmbly.add_to_campaign built-in actions with templated field mapping, custom fields, tags, campaign and an if-exists policy, fire a rich contact.created event from the one contact write path (silent for file imports, sheet syncs and API batches over 100) and expose contact.created and form.submitted as automation triggers with condition fields, variables and sample data, carry an automation depth through events raised by an action so a flow that creates a contact cannot re-trigger itself past five hops, stamp automation-created contacts with the new automation source (migration 000129), share the campaign picker between the sheet sync wizard and the automation builder, document lead intake in the automations, Zapier, Make, contacts, forms, integrations, expressions and webhook pages plus a new n8n guide, mirror the new triggers and actions on the marketing automations page, and drop the 34 MB cli binary that was committed by mistake

2026-09-06 00:36:05 -07:00