Messaging

Messaging is XO’s communication layer — send SMS, email, and in-app notifications from any module, with reusable templates and automated reminders.

Set up channels

1. Go to XO Core → Messaging → Settings.
2. Configure SMS (gateway/sender name) and email (SMTP).
3. Enable in-app/push notifications.

Templates

Create SMS and email templates (bilingual) for common sends — invoice issued, payment received, order shipped, appointment reminder, payslip available.

📷 Screenshot: an SMS template with merge fields and an Arabic variant.

Auto-reminders & scheduled sends

• Set auto-reminder rules (e.g. invoice due in 3 days, document expiring).
• Schedule recurring sends — like monthly account statements to clients.
• Drive event messages from Workflow automations.

Notification matrix

Choose, per event and per role, which channel fires — so people get the right nudge without noise.

Best practices

• Use SMS for time-sensitive nudges, email for documents.
• Keep sender name approved (KSA SMS) to avoid delivery issues.
• Tune the notification matrix so staff aren’t over-messaged.

Troubleshooting

• SMS not delivered. Check the gateway balance and that the sender name is approved.
• Email in spam. Verify SMTP/SPF/DKIM for your sending domain.

Related guides

• Workflow
• Templates
• Integrations