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Platform & Deployment

Email, SMS & WhatsApp settings

Beta

Use your organisation's own email sender or SMTP relay for the product's emails — and store Twilio SMS and WhatsApp Business settings, tested from the console.

What you get
  • ✓Own email sender, reply-to or SMTP relay, with fallback to LexVio's sender
  • ✓Twilio SMS settings, with a test send
  • ✓WhatsApp Business through Meta, with template sync and a test send
  • ✓Secrets encrypted and write-only
+2 more capabilities below
Overview

What it is.

An admin can configure the organisation's own email (sender name, reply-to, or your own SMTP relay), SMS through Twilio, and WhatsApp through Meta with templates submitted and synced from the console. Secrets are encrypted when saved and never shown again — only that one is set, and the last four characters of an API key.

Be clear about what saving does today. An enabled email configuration changes every email LexVio sends for your organisation, falling back to LexVio's sender if your relay fails. The SMS and WhatsApp configurations can be tested from the console, but no product feature sends through them yet. Because the credentials are yours, the vendor is your processor, not ours.

How it works

Three steps.
End to end.

01
1. Configure

Pick the channel and enter the provider details.

02
2. Test

Send a test message from the console.

03
3. Email goes live

An enabled email configuration takes over your organisation's emails; SMS and WhatsApp wait for features that use them.

Capabilities

What you get.

  • ✓Own email sender, reply-to or SMTP relay, with fallback to LexVio's sender
  • ✓Twilio SMS settings, with a test send
  • ✓WhatsApp Business through Meta, with template sync and a test send
  • ✓Secrets encrypted and write-only
  • ✓Audit names changed fields, never values
  • ✓An SMTP host on a private or loopback address is refused on the hosted service
FAQ

Quick answers.

Will reminders go out by SMS or WhatsApp once I connect them?

Not yet. Saving the configuration does not switch on SMS or WhatsApp sending; only the test send uses it today.

Can the SMTP host be on a private network?

Only on an air-gapped installation, where it is your own mail server.

Related

More in Platform & Deployment.

Data residency
Live

Where your data is stored, stated plainly: AWS ap-south-1 (Mumbai, India), with the transfer terms in the DPA.

Billing & invoicing
Live

A downloadable invoice for your subscription, in USD, every billing cycle.

Browser extension
Soon

Right-click any PDF or Gmail attachment → "Scan with LexVio".

On-prem deployment
Live

Air-gapped install via Helm chart. No outbound telemetry when AIR_GAPPED=true.

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