Knowledge Base

Everything you need to know

Search our help center or browse categories to find answers about AELESTRA features, billing, and security.

Getting Started

Setup, onboarding, and basics.

Create your workspace, connect your domain and channels, add users, then follow the onboarding checklist.
Yes. Import CSV with fields, tags, and consent. Map columns and validate before finalizing.
We provide step-by-step DNS guidance for email authentication and domain connections.
Authorize GBP from Integrations to sync reviews and messages and manage replies centrally.
Yes. Recreate core flows using templates and blocks, then point DNS to launch with minimal downtime.
Yes. Live onboarding plus workshops by role (marketing, sales, service) speed up adoption.
Get ready-made emails, automations, review invites, and booking flows optimized for conversion.
Most accounts launch essentials in days. Timelines depend on integrations and content availability.
Use staging pages and internal segments for test sends before going live to customers.
Yes. Manage brand assets, domains, and permissions separately while sharing templates where needed.

Pricing & Billing

Plans, upgrades, and payments.

Plans scale by contacts, users, and advanced modules like AI and loyalty. See the Pricing page.
Yes. Activate a trial after your demo to validate outcomes and fit before upgrading.
We support major cards and wallets. Invoices include taxes based on your region.
Change plans anytime from billing settings. Adjustments are prorated based on your term.
Yes. Add users as your team grows. Billing updates automatically to reflect the change.
Usage beyond plan limits may incur overages for sends or contacts. Check your usage meter.
Refunds are handled case-by-case according to terms. Contact billing support if needed.
Yes. Monthly and annual options are available. Annual terms offer savings.
For eligible accounts, we can review PO arrangements. Contact sales for details.
Cancel anytime before renewal in settings. Data retention policies apply after cancellation.

Security & Privacy

Protection and compliance.

We use encryption in transit/rest, RBAC, audited access, and cloud hardening practices.
We use reputable cloud providers. Some services support regional routing based on local laws.
Yes. Routine backups and recovery procedures are in place to minimize downtime.
Yes. Assign granular roles per user and location to control visibility and actions.
Consent is tracked at the contact level. Opt-outs are honored across all channels.
We retain data for operational needs. After cancellation, we purge within a defined window.
Yes. Export contacts, conversations, and reports from settings anytime.
We review reasonable NDA/DPA requests that align with our security program.
2FA is supported. For SSO options, speak with our team about enterprise requirements.
We operate with privacy-by-design. Confirm specific needs with your legal counsel.

Integrations

Connecting your stack.

Google, Facebook, Instagram, WhatsApp, Stripe, Zoom, QuickBooks, Zapier, and more.
We provide options for common integrations. Ask about advanced access for custom use cases.
Yes. Recreate layouts and content, connect your domain, and maintain SEO during transition.
Yes. Two-way sync with buffer times ensures accurate availability and prevents double booking.
Upload CSV catalogs with variants and pricing. Map fields and validate before publishing.
We connect to sources where permitted to reference historical reviews and unify replies.
We rebuild key automations using AELESTRA triggers and conditions for cleaner performance.
Migrations are planned to avoid disruption. DNS cutovers are scheduled during low traffic.
Yes. Use staging and test data to validate connections before switching production traffic.
Yes. Trigger external systems on events like new leads, bookings, orders, or reviews.

CRM & Contacts

Pipelines and segmentation.

Yes. Track deals by stage with activities, tasks, notes, and automated follow-ups.
Create segments by tags, behavior, purchase history, and location for targeted outreach.
Yes. Add fields for your specific processes and use them in forms and automations.
Use routing rules by source or location to auto-assign owners and set SLA tasks.
All conversations (email, SMS, chat, calls) sync to the contact timeline automatically.
Yes. Create tasks with due dates and reminders to keep follow-ups on track.
Yes. Limit data by location and role, or grant rollup access for leadership.
Yes. Stage changes can start emails, tasks, webhooks, or document sends automatically.
Use duplicate detection and merging to keep records accurate and reporting reliable.
Yes. Export contacts, deals, and activities anytime for external analysis or backup.

Email & SMS

Marketing and automation.

Yes. Use modern templates for newsletters, promos, and updates in minutes.
Create visual workflows for welcome, nurture, and re-engagement with delays and conditions.
We guide you on SPF, DKIM, DMARC, list hygiene, and warm-up to maximize inbox placement.
Yes. Two-way SMS logs to the timeline with opt-in/out status tracked automatically.
Test subject lines, content, and send times. Pick winners automatically based on goals.
Yes. Personalize messages by segment and behavior for higher relevance and conversions.
Limits depend on your plan. We help you scale responsibly to protect sender reputation.
Yes. Send receipts, password resets, and order updates with high-priority delivery.
Yes. Send by recipient time zone or use smart send windows to improve engagement.
Delivered, opens, clicks, bounces, spam reports, and attributed revenue are all tracked.

Websites & Funnels

Domains, SEO, and builder.

Yes. Build pages and funnels with blocks, then refine styling for a modern look.
Connect custom domains with SSL. We guide DNS setup so pages work instantly.
Yes. Publish content in multiple languages with language-aware menus and links.
Write, schedule, and categorize posts. Built-in SEO fields support search visibility.
Set titles, meta, and schema. Auto-compression and clean markup strengthen authority.
We use lazy loading, image compression, and minimal scripts for fast load times.
Yes. Add forms, popups, and sticky CTAs that sync contacts to CRM instantly.
Use custom code blocks for pixels, chat, maps, and reviews while keeping speed high.
Use draft and publish modes to preview changes safely before going live.
Yes. Capture UTM data to attribute conversions across pages and campaigns.

Bookings

Scheduling and reminders.

Yes. Offer services with availability windows and confirmations to reduce no-shows.
Collect deposits or full payments through gateways. Customize policies by service.
Yes. Two-way sync with buffers ensures accurate availability and prevents double bookings.
Send email/SMS reminders and follow-ups to keep attendance high.
Yes. Offer group sessions with capacity controls and waitlists where applicable.
Yes. Role-based access lets staff set hours while admins manage standards.
Define policies. Automated messages update customers and free up slots.
Yes. Add custom fields to capture details that sync to the CRM profile.
Yes. Take deposits, upsell add-ons, and reconcile payments in reports.
Enable waitlists for full slots. Auto-notify if spots open up.

AI Reviews

Reputation and replies.

Google, Facebook, TripAdvisor, Yelp, Trustpilot, and more from one inbox.
Use tone rules. AI drafts with your voice and values for consistent responses.
Yes. Sensitive reviews can require approval while routine ones auto-post.
Yes. Respond in the customer's language while keeping brand tone consistent.
Trigger alerts and assign owners for recovery workflows with due dates.
Yes. Append signatures or disclaimers to reinforce identity and care standards.
Yes. Monitor response times and rates to improve service quality.
Yes. Automate invites after purchase with smart timing and direct links.
AI surfaces themes and sentiment so you can fix issues quickly.
Yes. Compare locations and roll up insights to the brand level.

Chat & AI

Lead capture and answers.

Paste the snippet or enable it in builder settings to start chatting instantly.
Yes. Train AI on your content. It handles routine questions and hands off complex ones.
All messages and consent log to the contact record for full context.
Yes. Use rules by keyword or VIP tag to assign owners automatically.
Yes. Match colors, set prompts, and choose capture fields for quality leads.
Customers can attach files that sync to the CRM for review.
Yes. Start workflows based on intents, tags, or form completion.
Yes. Search by contact, keyword, or tag to improve service.
Trigger nudges on exit intent to recover abandoned sessions.
Yes. Enable chat on landing pages to capture leads at every step.

Loyalty

Points and rewards.

Yes. Award points for purchases and actions with expiry rules.
Yes. Build Silver/Gold/VIP tiers with escalating perks.
Enroll via checkout, chat, or forms. Status syncs to CRM.
Yes. Target segments with exclusive offers and early access.
Yes. Track accrual/redemption across online and offline channels.
Use fraud checks and cooldowns for high-value rewards.
Yes. Display balances in emails or account pages automatically.
Yes. Build campaigns based on points, tier, and lifetime value.
Track enrollments, redemptions, and revenue influence.
Yes. Freeze activity during policy changes while preserving data.

Online Stores

Ecommerce and payments.

Yes. Build product pages, carts, checkout, and order tracking.
Major gateways and wallets. 3D Secure enabled for fraud protection.
Yes. Recurring plans, trials, and proration with automated billing.
Configure regions, rates, and shipping rules. Show tax-inclusive pricing where needed.
Yes. Automations recover carts via email/SMS with incentives.
Yes. Securely deliver files or codes instantly after purchase.
Track stock. Get low-stock alerts and hide items automatically.
Yes. Create bundles/upsells and track margin performance.
Yes. Issue codes and gift cards with tracking and fraud checks.
Yes. Send branded receipts and renewal notices automatically.

Documents

Contracts and eSign.

Yes. Generate agreements, send for eSign, and track status securely.
We use recognized standards. Check local regulations for your use case.
Yes. Trigger documents from pipeline stages or forms to speed sales.
Create templates with fillable fields and merge CRM data automatically.
Yes. Add signers with order rules and audit trails for compliance.
Signed docs are stored securely with access controls and retention.
Yes. Mobile-friendly signing ensures high completion rates.
Include exhibits or files and maintain version history.
Yes. Reminders and expiry dates keep deals moving forward.
Yes. Download completed agreements anytime or sync to storage.

Forms & Surveys

Data capture and quizzes.

Yes. Create forms with progress steps and logic to improve completion.
All submissions update CRM profiles with tags/scores automatically.
Yes. Assign points, show results, and trigger automations by score.
Use bot checks, honeypots, and double opt-in to keep data clean.
Yes. Embed on AELESTRA pages or external sites with responsive iframes.
Enable uploads with size limits and secure handling where needed.
Yes. Run surveys and route detractors to recovery workflows.
Yes. Show confirmations or redirect to targeted offers after submit.
Yes. Prefill via links to reduce friction for returning visitors.
See views, starts, completions, and drop-off by step to optimize.

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