System Requirements Document

1. Introduction

This document outlines the system requirements for the Front Page Intelligence (FPI) ecosystem, which includes two primary applications: Pulse and Mesa. These applications are designed to provide a comprehensive suite of tools for customer engagement and sales operations. The document details the functional and non-functional requirements, user personas, core user flows, and technical specifications necessary for the development and integration of these applications.

2. System Overview

The FPI ecosystem consists of two separate Next.js applications: Pulse and Mesa. Pulse is a customer-facing product offering AI voice front desk services, website chatbots, and other customer engagement tools. Mesa serves as the operating layer for sales organizations, providing tools such as ATS, CRM, and Objection Coach. Both applications are deployed on Vercel and utilize Supabase for data storage.

3. Functional Requirements

Pulse Application

• AI Voice Front Desk
  • As a customer, I want to interact with an AI voice assistant to handle my inquiries efficiently.
• Website Chatbot
  • As a customer, I want to use a chatbot on the website to get quick answers to my questions.
• Reviews (Pulse Lite)
  • As a business owner, I want to manage customer reviews and feedback through Pulse Lite.
• VIP Loyalty Program
  • As a customer, I want to participate in a VIP loyalty program to receive exclusive offers.
• Beacon Micro-sites and Free AI Audits
  • As a business owner, I want to create micro-sites and conduct AI audits to enhance my online presence.
• Site/Studio Builder
  • As a business owner, I want to build and customize my website using the site/studio builder.
• AI Visibility Dashboard
  • As a business owner, I want to access an AI visibility dashboard to monitor my business's online performance.

Mesa Application

• ATS (Recruitment)
  • As a recruiter, I want to manage job applications and candidate information efficiently.
• CRM
  • As a sales representative, I want to manage customer relationships and track interactions.
• Objection Coach
  • As a sales representative, I want to receive real-time coaching to handle customer objections effectively.
• Sell/Develop/Engage/Insights Surfaces
  • As a sales manager, I want to access tools that help me sell, develop, engage, and gain insights into sales performance.
• FPA Gamified Sales OS
  • As a sales representative, I want to use a gamified sales OS to enhance my sales performance.

Integration and Unification

• Unified Login and Database
  • As a user, I want a single login and unified database across Pulse and Mesa for seamless access and data consistency.
• Integration Layer
  • As a developer, I want to use webhooks and connectors to integrate Pulse and Mesa functionalities.

Multi-tenant / White-label

• Multi-tenant Architecture
  • As a system administrator, I want the system to support multiple tenants with isolated data and configurations.
• White-label Customization
  • As a business owner, I want to customize the branding and appearance of the application to match my company's identity.

4. User Personas

• Customer: Individuals interacting with the AI voice assistant, chatbots, and loyalty programs.
• Business Owner: Users managing customer engagement tools, reviews, and online presence.
• Recruiter: Users managing recruitment processes and candidate information.
• Sales Representative: Users handling customer relationships and receiving objection coaching.
• Sales Manager: Users overseeing sales operations and accessing insights.

5. Core User Flows

Customer Interaction with AI Voice Assistant

1. Customer calls the business.
2. AI voice assistant answers and greets the customer.
3. Customer states their inquiry.
4. AI voice assistant provides information or routes the call to a human agent if needed.

Business Owner Managing Reviews

1. Business owner logs into Pulse.
2. Navigates to the Reviews section.
3. Views and responds to customer reviews.
4. Analyzes feedback to improve services.

Recruiter Managing Job Applications

1. Recruiter logs into Mesa.
2. Accesses the ATS module.
3. Reviews new job applications.
4. Schedules interviews and updates candidate status.

6. Visuals Colors and Theme

• Professional blues and teals to convey trust and reliability.
• Modern and clean design to enhance user experience.

7. Signature Design Concept

• Minimalist design with intuitive navigation.
• Emphasis on accessibility and ease of use.

8. Interaction Model & Motion Direction

• Smooth transitions and animations to guide user interactions.
• Consistent motion direction to maintain user focus.

9. Non-Functional Requirements

• Performance: The system should handle high volumes of user interactions without performance degradation.
• Scalability: The architecture should support scaling to accommodate growing user bases.
• Security: Implement robust security measures to protect user data and ensure compliance with regulations.

10. Tech Stack

• Frontend: React.js
• Backend: Python + FastAPI
• Database: MySQL with Alembic migrations
• Deployment: Vercel for serverless functions and static assets

11. Assumptions and Constraints

• The system will integrate with third-party services such as ElevenLabs, Twilio, and Stripe.
• Compliance with GDPR, CCPA, and TCPA regulations is required.
• The system will initially deploy on Vercel and Supabase under current ownership.

12. Glossary

• AI Voice Assistant: An artificial intelligence system that interacts with users via voice.
• ATS: Applicant Tracking System, used for managing recruitment processes.
• CRM: Customer Relationship Management, used for managing customer interactions.
• Objection Coach: A tool that provides real-time coaching to handle customer objections.
• Supabase: An open-source Firebase alternative used for data storage and authentication.