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Helio Wiki

The open-source growth platform — unify customer data, segment anyone, orchestrate journeys across every channel, and let AI do the heavy lifting. Self-host it, own your data, pay nothing per contact.

This wiki is the quick-orientation map. The full documentation lives in the repo and renders as a docs site — start there for anything in depth.

• 📖 Documentation site — concepts, self-hosting, configuration, a guide per feature, the REST API, SDKs, the MCP server, and migration guides. Run locally with task docs → localhost:3002.
• 📘 Product guide (PDF) · 🧭 Setup guide (PDF)
• 🏗️ Architecture (C4) & trust boundaries · ADRs · Threat model

Install in one command

curl -fsSL https://raw.githubusercontent.com/achref-soua/helio/main/install.sh | sh

The helio CLI drives Docker for you, installs the app to your desktop or phone (PWA), and a setup wizard takes you from a blank box to a working organization in minutes. The full stack is the default — every feature works out of the box (opt out with --core for the lighter footprint). See the Quickstart for the from-source path.

What's inside

Area	What you get
CDP / Contacts	Unified profiles, arbitrary traits, identity merge, full event timeline, static + dynamic lists, GDPR export/delete.
Segmentation	Visual nested AND/OR builder, behavioral/real-time segments, RFM, and natural-language → segment.
Journeys	Visual canvas on a durable workflow engine (Temporal) — triggers, waits, branches, A/B, quiet hours, frequency caps, goals, versioning. Journeys survive crashes with no double-sends.
Email & channels	Drag-and-drop builder, MJML/React Email, open/click tracking, unsubscribe + preference center, plus SMS, web push, and WhatsApp.
Analytics	Dashboards, funnels, cohorts, attribution, A/B significance, and a SQL explorer over ClickHouse.
AI copilot	NL → segment, NL → journey, brand-voice content, predictive scoring/churn, send-time optimization, and an MCP server so external AI agents can drive campaigns.
Platform	Multi-tenant workspaces, RBAC, SSO/SCIM, audit logs, REST + webhooks + SDKs, and importers from HubSpot/Mailchimp/Klaviyo.

Get help & contribute

• 💬 Discussions — usage questions, ideas, show-and-tell.
• 🐛 Issues — bug reports and feature requests.
• 🔐 Security policy — report vulnerabilities privately.
• 🤝 Contributing — dev setup, branch model, and the quality gate.
• ❓ FAQ — the questions that come up most.

Helio is AGPL-3.0 and free forever — no plans, no contact caps, no metering. Network-service modifications must stay open.