HaloGenius System Requirements Document

1. Introduction

The purpose of this document is to outline the system requirements for the HaloGenius project, focusing on the enterprise architecture version 3.0. This document will detail the system overview, functional requirements, user personas, core user flows, visual design, and other technical specifications necessary for the successful implementation of HaloGenius.

2. System Overview

HaloGenius is designed to be a comprehensive platform that integrates various microservices to provide robust AI-driven solutions. The architecture includes a range of services such as voice, chat, workflow, CRM, and AI brain services, all interconnected through an event bus for seamless communication and scalability.

2a. Source Content Inventory

• Core Microservices: Identity Service, Authentication, Authorization, SSO, OAuth, JWT, MFA, Organizations, Teams, AI Brain Service.
• AI Brain Service Responsibilities: LLM Routing, Prompt Management, Model Selection, Token Tracking, AI Cost Calculation, AI Safety, AI Memory Access.
• Voice Service Responsibilities: Phone Calls, SIP, Twilio, Exotel, LiveKit, STT, TTS, Voice Streaming, Voice Analytics.
• Chat Service Supports: Website Chat, WhatsApp, Instagram, Facebook, Telegram, Slack, Teams, SMS, Email.
• Workflow Engine Responsibilities: Execute workflows, Schedule jobs, Retry failed tasks, Human approval, Parallel execution, Webhooks, Event triggers, AI nodes.
• CRM Service: Leads, Contacts, Companies, Deals, Activities, Notes, Customer Timeline.
• Knowledge Service: Document Upload, OCR, Chunking, Embeddings, Semantic Search, Versioning, Source Tracking.
• Memory Service Stores: Conversation Memory, Long-term Memory, User Preferences, Company Context, Agent Context.
• Scheduling Service: Google Calendar, Outlook, Zoom, Teams, Booking Links, Reminder Engine.
• Billing Service: Stripe, Razorpay, GST, Usage Billing, Subscription Plans, Credits, Invoices.
• Analytics Service Collects: Calls, Chats, Workflow Runs, AI Tokens, Revenue, Agent Performance, Dashboard Metrics.
• Notification Service Channels: Email, WhatsApp, SMS, Push, Slack, Teams.
• Search Service: Global Search across CRM, Calls, Chats, Documents, Workflows, AI Employees.
• File Service Storage: Documents, Images, Audio, Videos, PDFs, Recordings.
• Integration Service: 500+ connectors including Salesforce, HubSpot, Zoho, SAP, Oracle, Shopify, Gmail, Slack, GitHub, Notion.
• Marketplace Service: AI Employees, Templates, Workflows, Integrations, Prompt Packs, AI Agent Runtime.

3. Functional Requirements as Story Points

• As a User, I should be able to authenticate using SSO, OAuth, and MFA.
• As an Admin, I should be able to manage organizations and teams.
• As a Developer, I should be able to route LLM requests and manage prompts.
• As a User, I should be able to make phone calls and use voice analytics.
• As a User, I should be able to chat via multiple platforms like WhatsApp and Slack.
• As a Workflow Manager, I should be able to execute and schedule workflows.
• As a CRM Manager, I should be able to manage leads, contacts, and deals.
• As a Knowledge Manager, I should be able to upload documents and perform semantic searches.
• As a User, I should be able to store and retrieve conversation memory.
• As a Scheduler, I should be able to integrate with Google Calendar and set reminders.
• As a Billing Manager, I should be able to manage subscriptions and generate invoices.
• As an Analyst, I should be able to collect and analyze data on calls, chats, and workflows.
• As a Notification Manager, I should be able to send notifications via email and SMS.
• As a User, I should be able to perform global searches across various services.
• As a File Manager, I should be able to store and manage different types of files.
• As an Integration Specialist, I should be able to connect with various third-party services.

4. User Personas

• Admin: Manages organizational settings and user roles.
• Developer: Implements and manages AI models and workflows.
• User: Interacts with the platform for communication and information retrieval.
• Workflow Manager: Oversees the execution and scheduling of workflows.
• CRM Manager: Manages customer relationships and data.
• Knowledge Manager: Handles document management and knowledge retrieval.
• Scheduler: Manages appointments and reminders.
• Billing Manager: Oversees billing and subscription management.
• Analyst: Analyzes data for performance and insights.
• Notification Manager: Manages communication channels for notifications.
• File Manager: Manages file storage and retrieval.
• Integration Specialist: Connects and manages third-party integrations.

5. Core User Flows

• User logs in via SSO → Accesses dashboard → Initiates a chat → Receives response.
• Admin configures organization settings → Assigns roles to users → Monitors activity.
• Developer sets up AI model → Routes LLM requests → Manages prompt responses.
• Workflow Manager creates workflow → Schedules execution → Monitors progress.
• CRM Manager adds new lead → Updates contact information → Tracks deal progress.
• Knowledge Manager uploads document → Performs OCR → Conducts semantic search.
• Scheduler sets appointment → Sends booking link → Sends reminder notification.
• Billing Manager creates invoice → Processes payment → Updates subscription status.
• Analyst collects data → Analyzes metrics → Generates report.
• Notification Manager configures channels → Sends notification → Tracks delivery.
• File Manager uploads file → Organizes storage → Retrieves file on request.
• Integration Specialist connects to Salesforce → Syncs data → Monitors integration status.

6. Visuals Colors and Theme

• primary: #1E90FF (Dodger Blue)
• primary_light: #63B8FF (Light Dodger Blue)
• secondary: #FF6347 (Tomato)
• accent: #32CD32 (Lime Green)
• highlight: #FFD700 (Gold)
• bg: #F5F5F5 (White Smoke)
• surface: #FFFFFF (White)
• text: #333333 (Dark Gray)
• text_muted: #777777 (Gray)
• border: #DDDDDD (Light Gray)

7. Signature Design Concept

Interactive AI Universe

The HaloGenius landing page will feature an interactive AI universe concept. Users will be greeted with a dynamic, 3D galaxy map where each star represents a different AI service or feature. As users hover over a star, it will expand to reveal more information about the service, such as its capabilities and integration options. Clicking on a star will open a detailed view with interactive elements like sliders and toggles to explore configurations and use cases.

The galaxy will be rendered using @react-three/fiber and @react-three/drei, providing a seamless and immersive experience. The background will subtly change colors based on the time of day, creating a living environment that feels responsive and alive.

Landing Hero Motion Brief

The landing hero will feature a continuous 2D motion loop built with motion/react. The animation will depict a central AI core that gathers inputs from various sources (represented by animated lines and icons), processes them, and outputs a transformed, glowing orb symbolizing the user outcome. This loop will run every 10 seconds, with interactive elements allowing users to pause and explore specific transformations.

8. Interaction Model & Motion Direction

• Intended Interaction Model: Parallax
• Landing/Home Page: The landing page will utilize a parallax effect, creating a sense of depth as users scroll through the content. Layers of atmospheric elements will move at different speeds, enhancing the storytelling aspect of the platform.
• Internal Pages: The internal pages will follow an animated interaction model with moderate scroll-triggered reveals and hover transitions to maintain a polished and engaging user experience.

9. Non-Functional Requirements

• The system must support high availability and scalability to handle large volumes of data and concurrent users.
• Security protocols must be in place to protect user data and ensure compliance with data protection regulations.
• The platform should provide a responsive design to ensure usability across various devices and screen sizes.
• Performance optimization is required to ensure fast load times and smooth interactions.

10. Tech Stack

• Frontend: Next.js 15, React 19, TypeScript
• UI: Tailwind CSS, shadcn/ui, React Flow
• State Management: TanStack Query, Zustand
• Backend: NestJS, Fastify
• API: REST, GraphQL, WebSockets
• Workflow: Activepieces
• Voice: Dograh, LiveKit
• AI Orchestration: LangGraph
• AI SDK: Vercel AI SDK, LiteLLM
• Queue: BullMQ, Redis
• Database: PostgreSQL
• Vector DB: pgvector, Qdrant
• Cache: Redis
• Object Storage: MinIO, Amazon S3
• Search: OpenSearch
• Events: NATS, Apache