Messaging, Outreach, and Automations
Audience: Operators running outreach after prospects are approved.
Goal: Explain inbox, templates, sequences, bookings, documents, automations, and reports.
Related: Prospects, CRM, and Pipeline, Engagement Hub Features
Inbox
Inbox centralizes prospect and customer conversations across configured channels.
Use it to:
- Filter by status or channel
- Open a conversation thread
- Review inbound and outbound messages
- Add internal notes for the team
- Close, reopen, archive, or snooze conversations
- Use reply suggestions or auto-reply only when providers and guardrails are configured
Outbound sends and workflow-critical conversation changes are audited. Provider-specific behavior stays behind adapters — Engagement Hub for conversational channels, SMTP for email.
Social inbox (Contacts / B2C)
Social (Social inbox) is separate from the unified Inbox. It holds draft replies created from social research:
- Open Social.
- Edit a draft (drafts reference a short post topic and your campaign offer — they do not paste the full original post).
- Approve & publish or Reject.
Discovery is the primary Contacts value; publish is secondary and always goes through human approval in this inbox. Details: B2C Social Listening.
Templates
Templates are reusable message bodies for outreach and booking workflows.
- Open Templates.
- Create or update content (channel, language, variables).
- Mark templates active only after content review.
- Archive templates that should no longer be used.
Do not put secrets, private tokens, full webhook URLs, or sensitive customer content in template text.
Sequences
Sequences define multi-step outreach flows.
Use Sequences to:
- Create a sequence for a campaign or playbook
- Add steps with channel, delay, and template
- Set daily caps and timezone
- Configure stop-on-reply behavior
- Review enrolled leads and step progress
Sequences depend on approved templates and messaging provider configuration.
Bookings
Booking links and calendar integration let operators and prospects schedule meetings from growth workflows.
- Create and share booking links when the calendar provider is configured
- Keep booking activity on the contact / opportunity timeline
- Use booking outcomes in dashboard and recovery automations
Calendar integration is adapter-based (Aventora Calendar first).
Documents
Documents supports onboarding or KYC-style review:
- Upload a supported file.
- Analyze the document.
- Review extracted company, legal, registration, tax, website, industry, address, and risk details.
- Edit extracted fields as needed.
- Save the profile into CRM.
Treat uploaded and extracted documents as sensitive customer data. Do not upload production customer documents into non-production environments unless approved.
Automations
Automations manages workflow templates and operating rules.
Typical recovery-style workflows:
- Missed call recovery
- Stalled opportunity follow-up
- No-response recovery
- Follow-up reminders
Operators can seed or create templates, enable or disable automations, and adjust triggers, actions, and delays. Test carefully before enabling in a live workspace — automations can trigger workflow-critical actions.
Reports and exports
Common outputs:
- Contacts CSV
- Prospects CSV
- Campaign reports
- Audit logs
- Executive PDF reports
- Campaign PDF reports
Exports are organization-scoped and audited. Treat exported files as customer data.
Notifications
Workspace notifications surface important updates and system events. Operators can mark read/unread, dismiss, and open related items when available. Behavior depends on configured notification rules and providers.
Channels and Engagement Hub
| Channel path | Typical provider |
|---|---|
| SMTP | |
| SMS, call, WhatsApp, Instagram (where enabled) | Aventora Engagement Hub |
| Social research + optional publish (Contacts) | Built-in social network research and approved interactions |
Client Growth Hub coordinates who to engage and what to say; Engagement Hub excels at live multi-channel conversations and bridging. Use both when discovery and conversion should share one Aventora stack.
Changelog
| Date | Change |
|---|---|
| 2026-08-13 | Pre-approval first-touch is in controlled managed-campaign validation and is not generally available; removed from this public guide. |
| 2026-08-12 | Documented optional pre-approval first-touch (campaign policy default off) and prospect-linked conversations. |
| 2026-07-28 | Added Social inbox for Contacts draft replies and approved publish. |
| 2026-07-21 | Initial public messaging, outreach, and automations guide. |