Frequently Asked Questions

QubrixMail helps you send scheduled follow-up emails to your clients. You upload a list of clients with dates, the AI drafts a personalized email for each one, and the system notifies you when it's time to send — then waits for your approval before anything goes out.

No. Upload an Excel file, connect your email, and start approving follow-ups. No technical setup required on Free or Basic plans. Standard plan requires pasting an API key from your email provider — takes 2 minutes.

The email stays in a Pending state until you act on it. You can find all pending approvals in the Follow-ups section of your dashboard at any time — nothing expires or gets deleted automatically.

Free and Basic plans send from your connected Gmail or Outlook account via OAuth. Standard and Enterprise plans send from your own email provider account (Resend, SendGrid, Mailgun, or Brevo) using your API key. In all cases — your email address, your inbox, your sending reputation.

Yes. Your data is encrypted and only visible to you. QubrixMail does not share your client information with any third parties.

Standard and Business plans send emails through your own email service provider — Resend, SendGrid, Mailgun, or Brevo. You create a free account with any of these providers, generate an API key, and paste it in Settings → Email Provider. Your follow-up emails then go out through your own account, from your own domain, with your own sending reputation.

All analytics are computed in real-time from your actual account activity. No data is fabricated or estimated. If a number shows 0, it means no matching activity has occurred — not a display error.

Email draft content is deleted after sending. Sent email records (to, date, subject) are kept for 90 days then purged from logs. Your account data, contacts, and analytics are kept as long as your account is active.

Go to Dashboard → Team and click Invite Member. Enter their email, choose a role (Approver or Viewer), and send the invitation. They will receive a link to create their account. Team Management requires the Standard plan.