Recipient
Recipients
| Recipient | Role | Channel |
|---|
CC / BCC / reply-to
Message
Attachments
Drop files here or click to attach · statements, custom PDFs, notes
Preview
WhatsApp Business render: plain-text bubble with attachments as document messages.
Wealth Cockpit · Client Portal · New message
Portal render shows the in-portal notification card.
Compliance checklistfor this send
✓SEBI short disclaimer in email bodymerge-field present
✓SEBI Investor Charter attachedcarried on Q2 statement PDF
!Product suitability captured this cycleQ2 refresh signature pending
✓Communication is in scope of the firm's AMC rate cardtrail card v2026-Q2
✓Firm AMFI ARN in signatureARN-118472 present
✓DPDP consent register currentsigned 12-Apr-2026 by karta
×Communication logged to Interaction rowwill auto-log on send
1 warn · 1 autoRequires principal override or waiting on Q2 suitability signature.
Recent sends
Recommended templatesfor quarterly statement send
Quarterly statement cover
Quarterly review summary
Annual review packet
Concentration rebalance memo
| Subject | Recipients | Channels | Scheduled | Frequency | Status | Actions |
|---|
No sends match.
| Sent at | Subject | Recipients | Channels | Opens | Portal | Resends | Att | Status | Actions |
|---|
No sends match.
| Timestamp | Event kind | Communication id | Recipient | Provider | Reason |
|---|
No events match.
Row-click opens the event row · providers push webhooks to /api/comm/webhookAudit trail ›
| Template | Kind | Snippet | Used | Last used | Actions |
|---|