Campañas

naios-campanasv0.9.0

One-to-one prospecting with sequences sent from your own mailbox, email campaigns to consent-based lists, and WhatsApp reminders N days before a date on the record. One engine, three faces, and the suppression list always wins.

Included in Basic and MAXProductividadcampañasemailprospecciónsecuenciasnewsletterconsentimientocrmmailrecordatorioswhatsappNAiOS Team Read the announcement on the blog Sequences Branded campaigns Copilot Date-based reminders

Features

Version

0.9.0

License

free

Services

—

Description

Campaigns turns CRM segments into real contact. Sequences: personal one-to-one emails sent from your NAiOS Mail account, with hourly and daily quotas, working hours, account warm-up, human approval of every draft, and automatic stop as soon as the recipient replies (the reply goes into the CRM record and the contact becomes a lead). Campaigns: bulk sends only to lists with provable consent, templates with your branding, your own SMTP or Brevo/Resend with a “Test” button, bounce and complaint webhooks, one-click unsubscribe in every email, and per-campaign metrics. What they share: the per-workspace suppression list, which always wins; the consent declared in the CRM, which decides which channel opens; and a copilot that drafts but never sends.

Features (15)

Campaigns Copilot

Ask how prospecting is going, which replies are unanswered, or how much quota is left. It prepares starts and pauses as proposals you apply with one click. Daily briefing and daily summary in Agents

The Watchman

Alerts you without you looking at the screen: unanswered replies, drafts waiting, bounces, mailbox quota, stopped sequences, and mailboxes with errors. It only alerts: it never sends or pauses on its own

Prospecting by segment

A board with each CRM segment: eligible contacts, the sequence working it, progress, and live replies. “Start” and “Pause” manually, segment by segment

One-to-one sequences from your mailbox

Email steps, waits, conditions, and tasks. They are sent from your NAiOS Mail account with hourly and daily quotas, working hours, and warm-up

Human approval

Every email starts as a draft (written with AI if you want) and only goes out when you approve it, one by one or in batches. The AI never sends

Stops on reply

As soon as someone answers, the sequence stops, the reply goes into the CRM record, and the contact becomes a lead

Suppression always wins

Unsubscribes, bounces, and complaints go to a per-workspace list that no send can skip. It syncs with the CRM's “do not contact” flag

Campaigns to consent-based lists

Static lists (paste or import, declaring the base) or dynamic lists (CRM segment), block-based templates with your branding, test sends, simulation, scheduling, and per-campaign metrics

Your SMTP, Brevo or Resend

Sending through your own mail account or a provider, with keys encrypted per workspace, a “Test” button, bounce/complaint/open/click webhooks, and a domain gate (SPF/DMARC)

Double opt-in with Forms

Connect a form: whoever fills it in confirms by email and joins as an opt-in with provable origin

Consent only

The consent declared in the CRM decides: express consent or customer opens campaigns; professional contact gets one-to-one sequences only; none means nothing

One-click unsubscribe

Opt-out link and List-Unsubscribe header in every email, with no login and no friction, and one-click opt-out (RFC 8058)

Results funnel

Sent, replied, meetings, leads, and customers per sequence and segment, with export to Office

Copilot that drafts, doesn't send

Tailored opening line that reads the company's website and your brand voice from Knowledge; subject-line A/B testing in campaigns; WhatsApp step only after a reply; weekly summary for agents

Date-based reminders (WhatsApp)

A WhatsApp message N days before a date on the CRM record (review, expiry, renewal), once or every year, sent through your OmniChat channel. Only to customers or opt-ins, with review or automatic sending, preview, history, and never two sends for the same date

Changelog

v0.9.02026-09-29

Automatic bounces: when the mailbox receives a bounce notice, Campaigns reads it, identifies the address, and acts. Permanent bounce (mailbox or domain doesn't exist): the address goes to the suppression list, the enrollment ends as bounced, the CRM contact is set to “do not contact,” and the creator of the sequence is notified. Temporary bounce (mailbox full): it is recorded, and a second one within 30 days is treated as permanent.
Before sending, the recipient's domain is checked for mail servers (MX records): a typo in the domain no longer generates a send or a bounce; the address is suppressed.
“Resolve pending bounces” button via API for notices left in manual review.
Previously, bounce notices were left as “suspicious” without action, and follow-ups kept going out to dead addresses.
Notification to the creator of the sequence for each permanent bounce, with the address and the reason given by the server.

v0.8.12026-09-15

Stats strip above Sequences: active, enrollments in progress, sent today, 7-day replies, and drafts awaiting approval.
Stats strip in Campaigns: scheduled or sending, 30-day emails, open rate, and unsubscribes.
Stats strip in Reminders: active, sent today, pending review, and 7-day failures.
Figures follow the selected workspace and refresh automatically every minute while the tab is visible.
If anything fails while loading them, the strip simply doesn't appear: the page works as usual.

v0.8.02026-09-15

Copilot in Campaigns: side panel in Sequences, Prospecting, each sequence, Campaigns, and Reminders, with the daily briefing shown when opened.
It answers with real data from the board, the quota, and the watchman. Anything that changes something (starting a segment, pausing, enrolling, approving) arrives as a proposal you apply with one click, under your permissions.
Five new tools also for the general chat and agents: prospecting board, quota, unanswered replies, prepare start, and pause.
“Daily summary” in Prospecting: creates an agent in Agents that runs Monday to Friday at 9:05 and only reads, summarizing the prospecting activity for you.
Without AI configured, the briefing still shows the figures; the copilot never sends, approves, or starts anything on its own.

v0.7.02026-09-15

The watchman: checks active sequences in the engine every few minutes and alerts, via Notifications, the creator of the sequence and anyone sharing the mailbox.
Seven rules: unanswered replies, drafts waiting, bounce spike, high mailbox quota, emails waiting for working hours, stopped sequence, and mailbox with an error.
Cards in Prospecting with their action (Approve, Pause with confirmation, View record, Check account) and “Dismiss today.”
One alert per object and day: it doesn't repeat even if the problem persists.
Adjustable thresholds and a switch to turn it off; it never sends, approves, or pauses on its own.

v0.6.02026-09-15

“Prospecting” board in the sidebar: one row per CRM segment with contacts, eligible count, sequence, status, progress, and last activity.
“Start” enrolls the segment in the chosen sequence and activates it, always manually and with a confirmation that says how many enter and why the rest are left out.
Pause and resume per segment without touching other segments in the same sequence.
Figures for the workspace at the top (in progress, awaiting approval, sent today, replies, reply rate, mailbox quota) with live updates every 10 s.
Each enrollment remembers which segment it came from (also “Enroll segment” from the sequence); Approve can be filtered by segment.
Sequence page with a stats header, tabs, and a timeline of everything that happens (sends, replies, approvals, and team actions).

v0.5.02026-09-14

Sequences from the COMPANY mailbox: in a company CRM workspace the preselected account is the shared mailbox (e.g. sales@); replies notify everyone who shares it.
Templates: {{company.key}} and, if the contact lacks the key, {{key}} using the custom fields of their company (custom texts per company).
Deep link from the CRM: “Send sequence” in Segments and in multi-select opens Campaigns with workspace, mailbox, and segment ready, and offers “Enroll.”
Read-only accounts (without send permission at the company) are not offered for sequences.
Creating a sequence warns you: with a personal account, replies only reach your inbox; with the company mailbox, they reach everyone who shares it.

v0.4.02026-09-14

“Reminders” section: rules per CRM workspace on a custom date field (or the sign-up date), mode “N days before” (once) or “every year, N days before the anniversary” (Feb 29 → Feb 28 in non-leap years); dates in YYYY-MM-DD, DD/MM/YYYY, ISO, or Excel serial
WhatsApp sending through the OmniChat channel of the rule's owner (free text or a Meta template with mapped parameters; outside WhatsApp Cloud's 24-hour window → failed with “use a template”). Soft dependency: without OmniChat, the section warns and does not send
Eligibility: phone number, customer or opt-in consent, not “do not contact,” and not in the workspace suppression list. One run per (rule, person, target date) with a UNIQUE constraint in the DB: two ticks don't duplicate, and a failure isn't retried automatically
Approval “I review each send” (pending queue, approve one or all, and it goes out immediately) or automatic (goes out on its own within working hours, spaced with jitter and capped per rule and per tick via reminders_max_per_tick). “whatsapp” activity on the CRM record and a per-campaign alert to the owner (daily dedupe)
Record with “Preview next 7 days” (without writing), history with status and error, “Send test” to a phone with sample data, pause/resume/archive; read-only chat tool cmp_reminders_status
Integration with the real OmniChat 0.8.1 seam (asynchronous listChannelsFor, owner channels resolved on the record), async handlers with error capture; calendar dates in DD/MM/YYYY in the list, record, history, and preview
Evaluating ≠ sending: the daily step runs even when the window is closed and recovers skipped days (weekends, server down; up to 14). Working hours only decide when automatic sends go out, and the preview shows the real send day. A failed step (CRM down, deleted segment) doesn't burn the day and stays visible as “Last error” with a daily alert
Eligibility is also checked at send time when the record is deleted or out of scope (skipped as “no record,” never to the stored phone). Target date already past → skipped. CRM phone numbers without a country prefix: 9 Spanish digits get 34, and the rest are marked “no prefix.” The sign-up date is read on the workspace's local calendar day. A company date field without a segment walks companies, and mixing a segment with a field of different types is rejected
Editing by a collaborator: keeping the owner's channel doesn't require an own channel or change the owner; switching to an own channel requires explicit confirmation (take_ownership). Editing the field, days, mode, or segment re-evaluates today. Skipped items are counted separately from failures. Owner alert with the day's totals. JSON in views escaped for <script> (jsonScript). Preview runs in O(rows) and is limited to 30 days

v0.3.02026-09-13

F3 copilot: sequence drafts with a tailored opening line that reads the company's website (platform web_fetch, 7-day cache, 8 s timeout, fail-open) and with the brand voice from a Knowledge collection. Always a draft → approval
Fit score 0-100 on the CRM (Kit Digital categories ↔ modules, province, website, email, activity). Sequence enrollments are prioritized by score
WhatsApp step in sequences: only for those who already replied (never cold). Creates a task with the template and a link to OmniChat or wa.me
Subject-line A/B in campaigns: test percentage split 50/50, the rest held until the winner by opens (tie: clicks). Metrics per variant
cmp_weekly_digest read-only tool for the weekly summary in NAiOS Agents; export to Office for sequences and campaigns

v0.2.02026-09-13

F2 Bulk campaigns: lists with mandatory consent (opt_in|customer) declared by the user, paste entry and CSV/XLSX import with simulation, dynamic lists from CRM segments filtered at send time
Transports per workspace: SMTP (NAiOS Mail without signature or copy to Sent), Brevo and Resend with encrypted keys (secret-vault), “Test,” webhook by token (Brevo) or Svix signature over the raw body (Resend)
Campaign engine in the same tick: resumable queue, atomic claim, per-hour and per-tick cap, monthly metering per plan (features.campanas.emails_per_month), SPF/DMARC domain gate with 24 h cache, suspension by the platform
Block templates (header, text, button, image, columns, divider, legal footer) → table-based HTML with inline CSS, platform branding, variables, footer with one-click unsubscribe ALWAYS, and List-Unsubscribe
Optional tracking: click redirects and signed pixel; provider events → suppression (bounce/complaint/unsubscribe), message status and list status
Double opt-in from Forms (email field configured per list) with public confirmation at /p/naios-campanas/confirm/:token
“Campaigns” superadmin panel: volume, bounces, and complaints per workspace, transports, and suspend/resume bulk sending
Chat tools: cmp_campaign_stats and cmp_list_count (read-only)

v0.1.02026-09-13

F1 Sequences: email / wait / condition / task steps; enrollment from CRM segments with consent and suppression checks; drafts with a template and variables ({{name}}, {{company}}, {{province}}, {{website}}, {{categories}}) and batch human approval
Engine with leader-lock and atomic claim (Passenger multi-worker), hourly and daily quotas per plan, 14-day warm-up, time window and jitter without bursts; retries and recovery of stuck sends without resending
Sending through the NAiOS Mail sendAs seam with its own Message-ID, List-Unsubscribe, and List-Unsubscribe-Post; every outgoing message leaves activity on the CRM record
Stop on reply: the mail.inbound event is matched by References/In-Reply-To or by sender (30 days), ignores auto-replies, and deduplicates by account+uid. Reply → replied, activity, lead, alert
Public opt-out at /p/naios-campanas/optout/:token (page + one-click POST) → suppression + “do not contact” in the CRM. Per-workspace suppression with reasons unsubscribe/bounce/complaint/manual/crm_dnc, never clearable from the UI
Chat tools: cmp_sequence_stats, cmp_pending_approvals, cmp_enroll_segment, cmp_approve_messages (none sends directly)