System Requirements Document (SRD)

Project Name: cobalt-students

1. Introduction

The cobalt-students project aims to create a professional, polite, and persuasive calling assistant for a Commerce Coaching Institute based in India. This assistant will streamline the process of contacting potential students and parents, introducing them to the institute's offerings, generating interest, collecting basic details, and convincing them to attend a demo class.

The system will cater specifically to Class 11th and 12th CBSE Commerce students, focusing on subjects such as Accounts, Business Studies, and Economics. The assistant will operate in a friendly and respectful Hinglish tone, ensuring a human-like experience while maintaining professionalism.

This document outlines the requirements for developing the system, ensuring it meets the institute's goals effectively while adhering to locale-specific needs such as language, timezone (IST), and cultural nuances.

2. System Overview

The cobalt-students system will serve as a digital assistant integrated into the institute's operations. It will:

• Automate and streamline the process of contacting potential students and parents.
• Provide a structured call flow to ensure consistency and professionalism.
• Collect and manage leads effectively, including scheduling demo classes and tracking interest levels.
• Operate in a Hinglish language style to resonate with the target audience in India.

The system will be accessible via a web interface and mobile app, ensuring flexibility for the institute's staff. It will include features for lead management, call scripting, demo class scheduling, and analytics to measure engagement and conversion rates.

3. Functional Requirements

As story points:

• As a Calling Assistant, I should be able to greet users in Hinglish, addressing them by name for personalization.
• As a Calling Assistant, I should introduce the institute and its Commerce coaching classes clearly and confidently.
• As a Calling Assistant, I should explain the benefits of the classes, including concept clarity, regular tests, and personal guidance.
• As a Calling Assistant, I should ask engagement questions to determine interest in Commerce stream coaching.
• As a Calling Assistant, I should collect details such as preferred subjects, mode of classes (online/offline), and convenient demo class timings.
• As a Calling Assistant, I should handle objections politely and leave the conversation open for future contact.
• As an Admin, I should be able to manage leads, schedule demo classes, and track engagement metrics.
• As an Admin, I should be able to customize call scripts and track call outcomes.
• As a User, I should be able to receive reminders and notifications for scheduled demo classes.

4. User Personas

1. Admin

• Role: Manages leads, schedules demo classes, and tracks engagement metrics.
• Needs: A dashboard to view and manage leads, customize call scripts, and analyze data.

2. Calling Assistant

• Role: Makes calls to potential students and parents, following the scripted flow.
• Needs: A simple interface to access call scripts, record call outcomes, and schedule demo classes.

3. User (Student/Parent)

• Role: Receives calls, provides details, and attends demo classes.
• Needs: Clear communication, reminders for demo classes, and easy access to institute information.

5. Visuals Colors and Theme

Color Palette:

The visual identity of cobalt-students will reflect professionalism, warmth, and trustworthiness.

• Background: #F8F9FA (Soft White)
• Surface: #E3E7EB (Light Gray)
• Text: #2C3E50 (Deep Navy Blue)
• Accent: #3498DB (Bright Cobalt Blue)
• Muted Tones: #95A5A6 (Soft Gray)

This palette ensures a clean and modern look, resonating with the educational theme while maintaining a friendly and approachable vibe.

6. Signature Design Concept

Concept: Interactive Call Flow Dashboard

The homepage will feature an Interactive Call Flow Dashboard designed to resemble a dynamic flowchart. Each step of the call script will be represented as a clickable node, visually connected by animated lines.

Details:

• Animation: Nodes will pulse gently, and lines will glow as the assistant progresses through the call flow.
• Interaction: Clicking on a node will expand it to show detailed instructions, tips, and scripts for that step.
• Color Shifts: The dashboard will use the accent color (#3498DB) for active nodes, transitioning to muted tones (#95A5A6) for completed steps.
• Micro-Interactions: Hovering over a node will display a tooltip with quick tips for that step.

This design will make the assistant's workflow intuitive and visually engaging, ensuring they stay confident and organized during calls.

7. Non-Functional Requirements

• The system should support Hinglish language input and output.
• The system should operate seamlessly across web and mobile platforms.
• The system should ensure data security and privacy for collected leads.
• The system should be scalable to handle increasing call volumes and lead data.
• The system should provide analytics and reporting features for admins.

8. Tech Stack

Frontend:

• React for Web
• React Native for Mobile App

Backend:

• Python
• FastAPI

Database:

• MySQL or MariaDB (preferred for RDBMS)
• MongoDB (for NoSQL needs)

AI Models:

• GPT 5.4 for user-friendly responses
• Claude 4.6 Opas for academic or coding work

AI Tools:

• Litellm for LLM Routing
• Langchain

Orchestration:

• Docker for local orchestration
• Kubernetes for server-side orchestration

9. Assumptions and Constraints

Assumptions:

• The target audience is familiar with Hinglish communication.
• The institute operates in IST timezone.
• Students and parents are comfortable sharing basic details over the phone.

Constraints:

• The system must comply with data privacy regulations in India.
• The system must handle varying levels of interest and engagement from users.
• The system must operate efficiently on low-bandwidth connections.

10. Glossary

• CBSE: Central Board of Secondary Education, India.
• Hinglish: A mix of Hindi and English commonly used in India.
• Demo Class: A free trial class offered to showcase teaching methods.
• Lead: A potential student or parent interested in the coaching services.
• Call Flow: A structured sequence of steps followed during a call.