Aligne Docs

Aligne helps teams map customer journeys and attach the actual communications customers receive — emails, SMS, chat messages, and more — directly to each step, so product, lifecycle, and operations teams share one source of truth.

Sign in, pick a workspace, and you'll land on your Dashboard. From there you can create your first flow in under a minute.

On the Dashboard, click New flow and give it a name. Add nodes to represent each step a customer takes, then drag from one node's handle to another to connect them. Use annotations to capture context that doesn't belong on a step itself.

Projects help organize related flows on the Dashboard — by product, campaign, customer journey, department, or initiative. Group flows that belong together so the right context stays close at hand as your workspace grows.

You can create and manage Projects from the Dashboard and assign a flow to a Project when you create it or from its settings.

Attach a Communication Card — email, SMS, in-app message, push, or any other touchpoint — to any step in the flow. Open a card to preview the actual content exactly as a customer would see it, not just a description of it.

On Team plans, every edit to a card is versioned, so you can see what changed and roll back if needed.

Attaching communications. Each communication card is attached to one parent node at a time. Using Actions → Connect on an existing communication moves it to the newly selected parent — it does not attach the same communication to two nodes. To use similar content in more than one place, duplicate the communication instead.

Copy and paste. A copied communication needs a valid destination. Either select a destination flow node and paste onto it, or copy the communication together with its parent node so the pasted communication attaches to the pasted parent. If no valid destination is available, Aligne will ask you to pick one before pasting.

Duplicates are independent. A duplicated communication is always created as a new Draft, regardless of the source's status. It has its own identity and does not inherit approvals, comments, review history, or version history — edits to the duplicate never affect the original.

Every flow has a working draft and a published version. Edits stay in the draft as you work, so you can iterate freely without affecting what reviewers see.

When the flow is ready, publish it to update the published version. The draft remains editable for your next round of changes.

Workspace members collaborate on flows according to their assigned role. Creators can edit flows and their communication cards. Viewers can review flows and, where supported by the workspace plan, participate in comments.

Manage members and their roles from Workspace Settings.

Reviewers can leave comments on a flow as a whole or directly on individual Communication Cards. Feedback stays attached to the step or message it refers to, instead of getting lost across email threads and chat.

• Owner — full control of the workspace, including billing and member management.
• Admin — manages members, projects, and workspace settings.
• Creator — builds and edits flows and their communication cards.
• Viewer — reviews flows and, where the plan allows, participates in comments.

Aligne focuses on workflow documentation, communication planning, review, collaboration, and governance — keeping the journey, the actual messages, and the review context in one shared view.

It is intentionally not a project management tool, a marketing automation platform, or a communication delivery system. That focus is what keeps Aligne fast, clear, and useful for the teams who rely on it.

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