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System Requirements Document for gamma-an

1. Introduction

The gamma-an project is an AI-powered Customer Success Platform designed to enhance customer management and engagement through advanced AI features and integrations. This document outlines the system requirements for the development and implementation of the platform.

2. System Overview

The gamma-an platform aims to provide a comprehensive solution for managing customer relationships, tracking subscription plans, handling support tickets, and analyzing customer health scores. It includes a modern dashboard with real-time analytics and AI-driven insights to improve customer success strategies.

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3. Functional Requirements as Story Points

As an Admin, I should be able to manage customer accounts and their details.
As a Customer Success Manager, I should be able to view and manage subscription plans.
As a Support, I should be able to create and manage support tickets.
As a Customer Success Manager, I should be able to monitor customer health scores.
As a Customer Success Manager, I should be able to manage renewals and schedule meetings.
As a Customer Success Manager, I should be able to assign and track tasks.
As an Admin, I should be able to view usage analytics.
As an Admin, I should be able to access a dashboard displaying MRR, renewals, churn risk, health scores, open tickets, and customer satisfaction metrics.
As an AI system, I should be able to predict customer churn.
As an AI system, I should be able to generate customer meeting summaries.
As an AI system, I should be able to suggest next actions for customer success managers.
As an AI system, I should be able to auto-draft follow-up emails.
As an AI system, I should be able to perform sentiment analysis on customer interactions.
As an AI system, I should be able to identify upsell opportunities.
As an AI system, I should be able to calculate renewal probabilities.
As an AI system, I should be able to generate QBR reports.
As a User, I should be able to integrate the platform with Email, Slack, and Calendar.

4. User Personas

Admin: Responsible for overseeing the platform's operations, managing user roles, and accessing comprehensive analytics.
Customer Success Manager: Focuses on maintaining customer relationships, managing accounts, and ensuring customer satisfaction.
Support: Handles customer inquiries and support tickets to resolve issues promptly.
Customer: Engages with the platform for managing their subscriptions and interacting with support.

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5. Core User Flows

Admin logs in -> accesses dashboard -> views analytics -> manages user roles
Customer Success Manager logs in -> reviews customer health scores -> schedules meetings -> assigns tasks -> monitors renewals
Support logs in -> checks open tickets -> resolves customer issues -> updates ticket status
Customer logs in -> views subscription details -> contacts support if needed

6. Visuals Colors and Theme

primary: #4A90E2 (a calm blue for trust and reliability)
primary_light: #A1C4FD (a lighter blue for hover states)
secondary: #50E3C2 (a complementary green for success indicators)
accent: #F5A623 (an orange for call-to-action elements)
highlight: #F8E71C (a yellow for notifications and alerts)
bg: #FFFFFF (a clean white background for clarity)
surface: #F7F9FC (a light gray for cards and panels)
text: #333333 (a dark gray for primary text)
text_muted: #9B9B9B (a muted gray for secondary text)
border: #E1E1E1 (a subtle gray for borders)

7. Signature Design Concept

The gamma-an platform will feature an interactive dashboard that feels like a dynamic control center. The homepage will have a "living data stream" concept where real-time data flows across the screen, visually representing customer interactions and AI insights. Users can click on data points to expand detailed views, drag to rearrange dashboard widgets, and hover to see instant analytics. The dashboard will use motion/react for smooth transitions and animations, ensuring an engaging and responsive experience.

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Landing Hero Motion Brief

The landing page will feature a continuous loop animation where customer data inputs (like emails, tickets, and meetings) flow into a central AI processor. The processor transforms these inputs into actionable insights, which then radiate outwards as visualized outcomes (e.g., improved health scores, reduced churn). This animation will be built using motion/react to ensure a seamless and interactive experience.

8. Interaction Model & Motion Direction

Interaction Model: Animated
The landing page will feature moderate scroll-triggered reveals and hover transitions. Interactive elements will have spring physics for a polished feel. The dashboard will maintain a static layout for clarity, with minimal motion to enhance usability.

9. Non-Functional Requirements

The platform must be responsive and accessible across various devices and screen sizes.
It should support high availability and handle concurrent user sessions efficiently.
Data security and privacy must comply with industry standards and regulations.

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10. Tech Stack

Frontend: React for Web
Backend: Python, FastAPI
Database RDBMS: MySQL, using Alembic for migrations
AI Models: GPT 5.4, Claude Sonnet 5, Gemini 3.1 pro
AI Tools: Litellm, Langchain
Local Orchestration: Docker, docker-compose
Server-side Orchestration: Kubernetes

11. Assumptions and Constraints

The platform will primarily serve users in the US, adhering to local regulations and standards.
Integration with third-party services like Email, Slack, and Calendar is assumed to be seamless and reliable.

12. Glossary

MRR: Monthly Recurring Revenue
QBR: Quarterly Business Review
AI: Artificial Intelligence
UI: User Interface
UX: User Experience

This document outlines the comprehensive requirements for the gamma-an project, ensuring a robust and user-friendly customer success platform.

gamma-an

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