MailFlow

AI-powered email marketing automation platform for BFSI institutions
Automate campaigns with 6 specialized AI agents - from strategy to analytics

📋 Overview

MailFlow is an enterprise-grade email marketing platform specifically designed for Banking, Financial Services & Insurance (BFSI) organizations in India. It uses 6 specialized AI agents to autonomously plan, create, validate, and execute email campaigns while maintaining complete regulatory compliance with RBI, SEBI, and IRDAI guidelines.

Why MailFlow?

• 🤖 6 AI Agents - Planner, Content, Compliance, Approval, Executor, Analytics
• 📧 BFSI-Specific - Built for Indian financial services regulations
• ⚖️ Compliance-First - Real-time RBI/SEBI/IRDAI validation
• 📊 Advanced Analytics - Deep insights into campaign performance
• 🔐 Human-in-Loop - Optional approval gates for complete control
• 💰 Multi-Product Support - Term Life, Health Insurance, Mutual Funds, Loans, etc.

🚀 Features

Campaign Management

• ✅ Multi-step campaign creation wizard
• ✅ BFSI product templates (Insurance, Mutual Funds, Loans, etc.)
• ✅ Target audience segmentation (Retail, HNI, SME, Professionals)
• ✅ Campaign scheduling and automation

AI Agent Pipeline

Planner Agent → Content Agent → Compliance Agent → Approval Gate → Executor → Analytics Agent

1. Planner Agent 🧠

   • Develops campaign strategy
   • Creates email sequences
   • Plans send schedule
   • Estimates reach

2. Content Agent ✍️

   • Generates compelling email copy
   • Creates personalized subject lines
   • Optimizes for engagement
   • A/B testing suggestions

3. Compliance Agent 🛡️

   • Validates against RBI guidelines
   • Checks SEBI compliance
   • IRDAI insurance regulations
   • Flags regulatory risks

4. Human Approval 👤

   • Review AI-generated content
   • Edit subject/body if needed
   • Final go/no-go decision

5. Executor Agent 📤

   • Sends to target audience
   • Manages list segmentation
   • Handles bounces
   • Tracks delivery

6. Analytics Agent 📊

   • Calculates open rates
   • Tracks click-through rates
   • Measures conversions
   • Revenue attribution

Dashboard & Analytics

• 📊 Campaign performance metrics
• 📈 Historical trend analysis
• 👥 Audience engagement insights
• 💰 ROI calculation and tracking
• 🎯 AI-powered recommendations

🏗️ Architecture

MailFlow/
├── src/
│   ├── components/
│   │   ├── Icon.jsx
│   │   ├── Sidebar.jsx
│   │   └── TopBar.jsx
│   ├── pages/
│   │   ├── Dashboard.jsx
│   │   ├── CreateCampaign.jsx
│   │   ├── AgentPipeline.jsx
│   │   ├── ApprovalPage.jsx
│   │   └── AnalyticsPage.jsx
│   ├── services/
│   │   ├── agents/
│   │   │   ├── planner.js
│   │   │   ├── content.js
│   │   │   ├── compliance.js
│   │   │   └── analytics.js
│   │   └── api.js
│   ├── constants/
│   │   ├── colors.js
│   │   └── templates.js
│   ├── utils/
│   │   ├── logger.js
│   │   └── validators.js
│   └── App.jsx
├── index.html
└── vite.config.js

🔧 Tech Stack

Frontend:

• React 18+ (UI framework)
• Vite (build tool)
• CSS-in-JS (inline styling)
• Modern ES6+ JavaScript

AI/ML:

• Claude API (Anthropic)
• Multi-agent orchestration
• Natural language processing

Infrastructure:

• Node.js runtime
• RESTful API architecture
• Real-time logging

📦 Installation

Prerequisites

• Node.js 16+
• npm or yarn
• Anthropic API key

Quick Start

# Clone repository
git clone https://github.com/Hitpragya/MailFlow.git
cd MailFlow

# Install dependencies
npm install

# Setup environment variables
cp .env.example .env.local
# Edit .env.local and add your Anthropic API key
# VITE_ANTHROPIC_API_KEY=sk_...

# Start development server
npm run dev

Visit http://localhost:5173

Build for Production

npm run build      # Creates optimized build
npm run preview    # Preview production build locally

⚙️ Configuration

Environment Variables (.env.local)

# Anthropic Claude API
VITE_ANTHROPIC_API_KEY=sk_ant_...
VITE_CLAUDE_MODEL=claude-sonnet-4-20250514

# Email Service (optional)
VITE_SMTP_HOST=smtp.gmail.com
VITE_SMTP_PORT=587
VITE_SMTP_USER=your-email@gmail.com

# Analytics
VITE_ANALYTICS_ENABLED=true
VITE_LOG_LEVEL=info

🎯 Supported Products

Insurance:

• Term Life Insurance
• Health Insurance
• General Insurance

Banking:

• Home Loans
• Personal Loans
• Credit Cards
• Demat Accounts

Investment:

• Mutual Fund SIPs
• Fixed Deposits
• NPS Pension Plans
• Government Securities

📊 API Reference

Create Campaign

POST /api/campaigns
{
  "name": "Q4 Term Life Insurance Push",
  "product": "Term Life Insurance",
  "goal": "Lead Generation",
  "audience": "Retail Investors"
}

Run Agent Pipeline

Agents execute automatically with proper logging and error handling.

Get Analytics

GET /api/campaigns/:id/analytics

🔐 Compliance Features

• ✅ RBI BFSI Guidelines
• ✅ SEBI Advertising Code
• ✅ IRDAI Insurance Regulations
• ✅ Unsolicited Communication Rules
• ✅ Data Privacy & Security

📖 Documentation

• Agent Documentation
• API Reference
• Compliance Guide
• Deployment Guide

🤝 Contributing

We welcome contributions! See CONTRIBUTING.md for guidelines.

git checkout -b feature/your-feature
git commit -m "feat: describe your feature"
git push origin feature/your-feature

📄 License

MIT © 2026 Hitpragya Rastogi

🆘 Support

• 📧 Email: support@mailflow.dev
• 🐛 Report Issues
• 💬 Discussions
• 📚 Documentation

🎓 Learning Resources

• Claude API Docs
• React Documentation
• RBI Guidelines
• SEBI Norms
• IRDAI Regulations

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Built with ❤️ for BFSI Excellence

Status: Production Ready · Version: 1.0.0 · Last Updated: May 2026