Aventora CRM ↔ Hub outbound email templates

How aventora-crm Quick Aventora / Engage by Aventora uses Engagement Hub outbound email templates configured in aventora-admin.

Audience: CRM admins, integrators, workflow authors.

Related docs:

Engagement Hub Start API — canonical client guide (start + email inline HTML)
Outbound Email — Hub POST /start email internals, placeholders, SMTP
Aventora User Manual — §2.5 (Engage by Aventora), §3.11.1 (Admin Outbound Email)
Aventora CRM ↔ Hub — CRM ↔ Hub engagement lifecycle, webhooks

Two different “template” concepts

	CRM Quick Aventora templates	Hub outbound email templates
Where defined	Built into CRM (`aventora-message-templates.ts`)	aventora-admin → Account Settings → Outbound Email
Purpose	Build instruction text (phone/SMS/email brief)	HTML email body + subject + branding
Placeholders	`{{firstName}}`, meeting fields, etc.	`{{CUSTOMER_NAME}}`, `{{SUBJECT}}`, `{{ORGANIZATION_NAME}}`, optional `{{POLICY_NUMBER}}`, …
Storage	CRM repo	Hub `data/email_templates/{domain}.json`

They work together for email:

CRM quick template → instruction (always sent).
Hub layout (optional) → branded HTML + SMTP send when emailTemplateId is set.

Architecture

Prerequisites

Layer	Requirement
Admin	Outbound Email: SMTP tested, at least one email template, branding optional
Hub	Deployed build with email field pass-through on `/integration/start` and `/start`
CRM server	`AVENTORA_BASE_URL` in environment
CRM workspace	`AVENTORA_API_KEY`, assigned domain (Settings → Applications)
CRM user	Initiator phone on profile; person has email (and name for `{{CUSTOMER_NAME}}`)

CRM REST API

All paths are under the CRM API host (same origin as the CRM app in typical deployments). Authenticate with the workspace member JWT used for other Aventora REST calls.

`GET /rest/aventora/email-templates`

Lists Hub layouts for the workspace domain.

Response:

{
  "templates": [
    {
      "id": "550e8400-e29b-41d4-a716-446655440000",
      "name": "Policy renewal",
      "subjectTemplate": "Your policy renewal — {{SUBJECT}}",
      "customPlaceholderKeys": ["POLICY_NUMBER", "RENEWAL_DATE"]
    }
  ]
}

customPlaceholderKeys — placeholders found in subject/body excluding SUBJECT, CUSTOMER_NAME, ORGANIZATION_NAME.
Empty templates — often means SMTP/email not configured for the domain on Hub.

`POST /rest/aventora/start-engagement`

When channel is email and type is informational:

Field	Maps to Hub	Purpose
`personId`	`source_record_id`	Person UUID
`contactIdentifier`	recipient	Email address
`instruction`	`instruction`	Brief (required unless `emailBodyHtml` or a Hub template is provided)
`clientName`	`client_name`	`{{CUSTOMER_NAME}}` (optional; server uses person name if omitted)
`emailSubject`	`email_subject`	Subject + `{{SUBJECT}}`
`emailBodyHtml`	`email_body_html`	Inline HTML body (mutually exclusive with template id/name)
`emailTemplateId`	`email_template_id`	Hub template UUID
`emailTemplateName`	`email_template_name`	Alternative to id
`emailTemplateParams`	`email_template_params`	e.g. `{ "policy_number": "POL-99" }` → `{{POLICY_NUMBER}}`

Example:

{
  "personId": "uuid-of-person",
  "channel": "email",
  "type": "informational",
  "instruction": "Policy renewal reminder",
  "contactIdentifier": "customer@example.com",
  "clientName": "Alex Morgan",
  "emailSubject": "Your policy renewal",
  "emailTemplateId": "550e8400-e29b-41d4-a716-446655440000",
  "emailTemplateParams": {
    "policy_number": "POL-2026-8842",
    "renewal_date": "June 15, 2026"
  }
}

Hub also accepts the same fields on POST /integration/start and POST /start (snake_case) for non-CRM integrators.

`GET /rest/aventora/person-views`

Lists Person views the caller can see in the workspace (workspace-shared views for API keys; plus the member’s unlisted views when using a user JWT).

Response:

{
  "views": [
    {
      "id": "550e8400-e29b-41d4-a716-446655440000",
      "name": "Policy renewals",
      "type": "TABLE",
      "visibility": "WORKSPACE"
    }
  ]
}

Use a returned id as viewId on bulk start. The CRM applies that view’s filters at send time (current matching People, not a snapshot).

`POST /rest/aventora/start-engagement-bulk`

Same email fields as start-engagement. Recipients are exactly one of: an explicit list, every eligible Person, or a Person view — never combine them.

Recipients	Body
Some contacts	`personIds`: array of Person UUIDs (max 1000)
All contacts	`"audience": "all"` (do not send `personIds` or `viewId`)
Person view	`viewId`: UUID from `GET /rest/aventora/person-views` (optional `"audience": "view"`)

Missing personIds does not mean all. CRM loads People (from the ids, the whole workspace, or the view filters), skips do not contact and missing email (for channel: "email"), chunks Hub submits at 1000 rows, and returns aggregated counts. View audiences are not capped at 1000 People — CRM pages and chunks like audience: "all".

All-contacts example:

{
  "audience": "all",
  "channel": "email",
  "type": "informational",
  "emailSubject": "Your policy renewal",
  "emailBodyHtml": "<p>Dear {{CUSTOMER_NAME}},</p><p>Policy reminder.</p>"
}

Some-contacts example:

{
  "personIds": ["uuid-1", "uuid-2"],
  "channel": "email",
  "type": "informational",
  "emailSubject": "Your policy renewal",
  "emailTemplateId": "550e8400-e29b-41d4-a716-446655440000",
  "emailTemplateParams": {
    "policy_number": "POL-2026-8842"
  }
}

Person-view example:

{
  "viewId": "550e8400-e29b-41d4-a716-446655440000",
  "channel": "email",
  "type": "informational",
  "emailSubject": "Your policy renewal",
  "emailTemplateId": "550e8400-e29b-41d4-a716-446655440000",
  "emailTemplateParams": {
    "policy_number": "POL-2026-8842"
  }
}

Response:

{
  "batchId": "batch-1",
  "batchIds": ["batch-1", "batch-2"],
  "matchedCount": 1502,
  "queuedCount": 1480,
  "skippedCount": 22,
  "errors": ["uuid-dnc: do not contact"]
}

batchId — first Hub batch (backward compatible).
batchIds — one id per Hub chunk when the audience is larger than 1000.
matchedCount — People considered (personIds length, all People for audience: "all", or People matching viewId).
skippedCount — CRM skips (do not contact / missing email) plus Hub skips.

Do not send emailBodyHtml together with emailTemplateId / emailTemplateName.

Integration `context` (alternative)

{
  "phone_number": "customer@example.com",
  "domain_name": "aventora",
  "source_record_id": "...",
  "source_org_id": "...",
  "channel": "email",
  "type": "informational",
  "instruction": "...",
  "context": {
    "email_template_id": "...",
    "email_template_params": { "policy_number": "POL-99" }
  }
}

Quick Aventora UI (shipped)

When Channel = Email in Engage by Aventora:

Email layout (Engagement Hub) — dropdown from GET /rest/aventora/email-templates.
Email subject — required when a layout is selected.
Template fields — one input per customPlaceholderKey.
Instruction — from CRM quick template (unchanged).

Optional developer mapping on CRM quick templates (aventora-message-templates.ts):

hubEmailTemplateName — pre-select Hub layout by name when templates load.
defaultEmailSubject — initial subject when pre-selecting.

Without a layout, send still works (instruction-only / Hub LLM path). See Outbound Email send paths.

Configuration

CRM server

Variable	Required	Description
`AVENTORA_BASE_URL`	Yes	Hub base URL (e.g. `https://hub.example.com`)

CRM workspace (UI)

Application variable	Required	Description
`AVENTORA_API_KEY`	Yes	Account Hub API key
Assigned domain	Yes	Domain slug for Hub

CRM frontend (optional)

Variable	Default
`REACT_APP_AVENTORA_EMAIL_TEMPLATES_ENDPOINT`	`{REACT_APP_SERVER_BASE_URL}/rest/aventora/email-templates`
`REACT_APP_AVENTORA_START_ENDPOINT`	`{SERVER}/rest/aventora/start-engagement`

Override these only in local development. In production the CRM injects the server base URL automatically — leave email-templates unset to use the default path on the same host.

Workflows

Built-in CRM workflow actions (preferred):

Send Email (Engagement Hub) — informational email for a Person (personId + subject/body or Hub template). Executes Hub POST /integration/start with channel=email and type=informational.
Aventora Engagement / Bulk Engagement — phone, SMS, or email with a Cockpit action type dropdown and a multiline Instruction prefilled from that action (editable); when channel is Email, configure subject, HTML body, or Hub layout template (same fields as Engage by Aventora).

Advanced / custom HTTP (still supported):

HTTP request step → POST {CRM_SERVER}/rest/aventora/start-engagement with person id from trigger + email fields above.
Map workflow variables into emailTemplateParams.
Confirm Aventora CRM workflow auth can call workspace REST (Bearer token model).

Sender for all Hub email paths is Engagement Hub → Outbound Email (System SMTP, Google, or Microsoft)—not CRM connected-account Gmail send scopes.

Troubleshooting

Symptom	Check
Layout dropdown empty	Admin Outbound Email + SMTP; workspace API key and domain
403 on list/start	`AVENTORA_API_KEY`, `AVENTORA_BASE_URL`, APP_SECRET if key is encrypted
Layout selected, send fails	Hub logs; template id exists; all template fields filled
Wrong customer name	Person `name` on record; or pass `clientName` explicitly
Placeholder not replaced	Use `{{UPPER_SNAKE}}` in Hub template; pass snake_case keys in `emailTemplateParams`
Person-views list empty	Create a workspace-visible People view in CRM; API keys do not see unlisted/personal views
viewId send fails	Confirm the id is from `GET /rest/aventora/person-views`; view must be on Person, not Company

Documentation map

Doc	Content
Engagement Hub Start API	Canonical client guide — `/integration/start`, `/start`, `email_body_html`
Outbound Email	Hub email internals, placeholders, branding
Aventora User Manual	End-user Engage + Admin setup
This file	CRM REST + UI + config
Aventora CRM ↔ Hub	Engagements, pause, webhooks

Deploy order

Aventora-Assistant — /integration/start + /start email fields, email_address for email channel.
aventora-crm — GET /rest/aventora/email-templates, GET /rest/aventora/person-views, start-engagement pass-through, Engage UI, workflow Send Email (Engagement Hub) + Start Engagement email fields.
aventora-admin — template authoring (unchanged; source of truth).

Changelog

Date	Change
2026-08-23	Person view audience: `GET /rest/aventora/person-views` lists Person views. `POST /rest/aventora/start-engagement-bulk` accepts `viewId` (mutually exclusive with `personIds` and `"audience": "all"`). CRM applies the view filters at send time, skips do-not-contact / missing email, and chunks Hub submits at 1000.
2026-08-20	Bulk email to all contacts: `POST /rest/aventora/start-engagement-bulk` accepts `"audience": "all"` (mutually exclusive with `personIds`). CRM resolves People, skips do-not-contact / missing email, and chunks Hub submits at 1000. REST start/bulk action pass `emailBodyHtml` through to Hub.
2026-08-17	Aventora Engagement / Bulk Engagement workflow steps use a cockpit action type dropdown and a multiline instruction field prefilled from the selected action.
2026-07-31	Documented built-in workflow actions for Hub informational email (Send Email + Start/Bulk Engagement email fields).

Two different “template” concepts​

Architecture​

Prerequisites​

CRM REST API​

GET /rest/aventora/email-templates​

POST /rest/aventora/start-engagement​

GET /rest/aventora/person-views​

POST /rest/aventora/start-engagement-bulk​

Integration context (alternative)​

Quick Aventora UI (shipped)​

Configuration​

CRM server​

CRM workspace (UI)​

CRM frontend (optional)​

Workflows​

Troubleshooting​

Documentation map​

Deploy order​

Changelog​

Two different “template” concepts

Architecture

Prerequisites

CRM REST API

`GET /rest/aventora/email-templates`

`POST /rest/aventora/start-engagement`

`GET /rest/aventora/person-views`

`POST /rest/aventora/start-engagement-bulk`

Integration `context` (alternative)

Quick Aventora UI (shipped)

Configuration

CRM server

CRM workspace (UI)

CRM frontend (optional)

Workflows

Troubleshooting

Documentation map

Deploy order

Changelog