project-549bed7c System Requirements Document

Introduction

The "MerchantAI Lead Platform" is a modern SaaS web application designed to provide AI-powered lead generation and qualification for enterprise payment companies. The platform aims to assist sales teams in automatically collecting, qualifying, scoring, and managing business leads. The user interface will be premium and enterprise-grade, drawing inspiration from platforms like Salesforce, HubSpot, Stripe Dashboard, and Notion, with a clean white and blue color palette and responsive design.

System Overview

The MerchantAI Lead Platform will offer a comprehensive suite of features to streamline lead management and enhance sales efficiency. Key functionalities include AI lead qualification, voice AI calls, WhatsApp follow-up, email automation, CRM integration, and advanced analytics. The platform will support role-based access for different user personas, including Admin, Sales Manager, and Sales Executive.

Functional Requirements as Story Points

• As a Sales Executive, I should be able to view and manage leads in a table view with detailed information such as company name, business type, and contact details.
• As a Sales Manager, I should be able to access a dashboard displaying key performance indicators (KPIs) like today's leads, qualified leads, and conversion rates.
• As an Admin, I should be able to manage user roles and permissions within the platform.
• As a Sales Executive, I should be able to use AI to qualify leads by entering a company website and receiving a business summary, industry, and lead score.
• As a Sales Manager, I should be able to view analytics on lead sources, conversion funnels, and sales performance.
• As a Sales Executive, I should be able to schedule meetings using a calendar with available slots and sales representative assignments.
• As a Sales Executive, I should be able to automate follow-ups using WhatsApp and email templates.
• As a Sales Manager, I should be able to integrate the platform with CRM, voice AI, WhatsApp, and email services.
• As a Sales Executive, I should be able to access voice AI call history and outcomes.
• As an Admin, I should be able to configure lead scoring logic based on business size, industry, and other criteria.

User Personas

• Admin: Responsible for managing user roles, permissions, and platform integrations.
• Sales Manager: Oversees sales performance, manages the sales team, and analyzes lead data.
• Sales Executive: Engages with leads, schedules meetings, and uses AI tools for lead qualification and follow-up.

Core User Flows

• Sales Executive logs in -> Views dashboard -> Manages leads -> Schedules meetings -> Automates follow-ups
• Sales Manager logs in -> Analyzes KPIs -> Reviews lead analytics -> Adjusts sales strategies
• Admin logs in -> Manages users and permissions -> Configures integrations and settings

Visuals Colors and Theme

• primary: #1A73E8 (Blue)
• primary_light: #E8F0FE (Light Blue)
• secondary: #FF6F61 (Coral)
• accent: #F9A825 (Amber)
• highlight: #FFB300 (Gold)
• bg: #FFFFFF (White)
• surface: rgba(240, 240, 240, 0.8)
• text: #202124 (Dark Gray)
• text_muted: #5F6368 (Muted Gray)
• border: rgba(218, 220, 224, 0.2)

Signature Design Concept

The homepage will feature an interactive lead conversion journey. Users will see a dynamic flow of merchant leads being captured and processed by AI, visualized as animated cards moving through a digital pipeline. Each card represents a lead, changing color and size as it progresses through qualification stages. Users can click on cards to view detailed lead information and AI-generated insights. This interactive experience will be built using motion/react for smooth animations and transitions.

Landing Hero Motion Brief

The landing hero will depict a transformation of raw data inputs into qualified leads. Animated icons representing data streams will converge into a central AI processor, which then outputs refined leads. The scene will loop every 10 seconds, showcasing the platform's efficiency in lead processing. Users can hover over elements to see additional data insights, with responsive adjustments for different screen sizes.

Interaction Model & Motion Direction

The landing page will use an "animated" interaction model with moderate scroll-triggered reveals and hover transitions. The hero section will include a continuous 2D motion loop, emphasizing the platform's dynamic capabilities.

Non-Functional Requirements

• The platform must be responsive and accessible across various devices and screen sizes.
• Ensure high availability and performance to handle large volumes of data and user interactions.
• Implement robust security measures to protect sensitive lead information.

Tech Stack

• Frontend: React for Web
• Backend: Python, FastAPI
• Database: MySQL or MariaDB
• AI Models: GPT 5.4 for user-friendly responses
• AI Tools: Litellm for LLM Routing
• Local Orchestration: Docker, docker-compose
• Server-side Orchestration: Kubernetes

Assumptions and Constraints

• The platform will primarily serve enterprise payment companies.
• Integration with existing CRM systems is crucial for seamless data flow.
• The application must comply with relevant data protection regulations.

Glossary

• AI: Artificial Intelligence
• CRM: Customer Relationship Management
• KPI: Key Performance Indicator
• SaaS: Software as a Service

This document outlines the comprehensive requirements for the development of the MerchantAI Lead Platform, ensuring a robust and user-friendly experience for all stakeholders involved.