Getting Started
First Login & Setup
After installation, open your domain in a browser to complete the onboarding wizard.
Onboarding Wizard (4 Steps)
1
Verify License
Enter your license key to activate the instance. The system validates against the license server and binds to your instance ID.
2
Branding
Configure your platform appearance:
- Platform Name — Displayed in the dashboard header
- Logo — Upload your company logo (shown in sidebar and login page)
A live preview shows how the branding will look.
3
Create Admin Account
Create the first user account:
- Name — Your display name
- Email — Login email address
- Password — Choose a strong password
This user automatically becomes super_admin with full access to everything. A default workspace is created automatically.
Save your credentials!
There is no password reset flow because your data is private and self-hosted. Write down your admin email and password.
4
Done
Setup is complete. You'll see a summary and a button to go to the dashboard.
Dashboard Overview
Once setup is complete, you'll see the main dashboard with:
- Dashboard — Stats cards (sent, opens, replies, bounces, leads, unread)
- Campaigns — Create and manage cold email sequences
- Leads — Upload, validate, and manage lead lists
- Mailboxes — Add SMTP/IMAP accounts for sending
- Warmup — Monitor and control mailbox warmup
- Unibox — Unified inbox for all replies across mailboxes
- Settings — DNS, AI, integrations, automation, API keys
Recommended First Steps
- Add mailboxes (SMTP + IMAP credentials)
- Start warmup on your new mailboxes (2–3 weeks before campaigns)
- Upload a lead list and validate it
- Create your first campaign
Setup API (for automation)
The onboarding wizard uses these public endpoints:
| Endpoint | Purpose |
|---|---|
GET /api/v1/setup/status | Check if onboarding is complete |
POST /api/v1/setup/verify-license | Validate license key |
POST /api/v1/setup/branding | Save logo and platform name |
POST /api/v1/setup/complete | Create admin account and finish setup |