System Requirements Document for whatsapp-xplore

1. Introduction

The whatsapp-xplore project aims to develop a micro-SaaS application focused on WhatsApp lead follow-up and recovery for small businesses. This product is designed to help businesses such as real-estate agents, tuition centres, clinics, salons, automobile dealers, and wedding vendors manage their WhatsApp enquiries more effectively. By automating lead categorization, follow-ups, and providing AI-generated replies, the application seeks to bridge the gap between awareness and adoption of AI automation among Indian SMEs.

2. System Overview

The whatsapp-xplore application is a SaaS product that automates the process of managing WhatsApp leads for small businesses. It captures enquiries, categorizes leads, generates AI replies, and schedules follow-ups. The system also includes features like hot lead detection, a missed-lead dashboard, WhatsApp templates, and conversion tracking. The product is designed for small-business lead managers who need to efficiently convert enquiries into customers.

2a. Product Interpretation and Delivery Boundary

The application is delivered as a SaaS product with a focus on small businesses. It requires a WhatsApp provider connection for capturing enquiries and performing outbound follow-ups. The system includes background automation for scheduled follow-ups and hot-lead detection. The application owns the identity and session continuity for managing lead records, follow-ups, templates, and conversions. The product is exploratory and remains a basic fallback due to the user's confirmation of interest without selecting a specific idea, audience, or feature scope explicitly.

2b. Source Content Inventory

Not applicable as there is no content_source directive.

2c. Page Content and Component Coverage

Landing

• Information: Overview of the WhatsApp lead follow-up and recovery product, target audience, and core value.
• Primary Actions: Navigate to Sign Up or Login.
• Components: Introduction to features, benefits, and pricing plans.

Sign Up

• Information: Self-service enrollment for new users.
• Primary Actions: Create an account.
• Components: Registration form, pricing plan selection.

Login

• Information: Access for returning users.
• Primary Actions: Log in to the application.
• Components: Login form, password recovery.

Dashboard

• Information: Overview of missed leads and lead-management tasks.
• Primary Actions: View missed leads, navigate to other sections.
• Components: Missed-lead dashboard, navigation menu.

Lead Capture

• Information: Workspace for capturing WhatsApp enquiries as leads.
• Primary Actions: Capture new leads.
• Components: Lead capture form, integration with WhatsApp.

Lead Categories

• Information: Workspace for categorizing captured leads.
• Primary Actions: Categorize leads.
• Components: Lead categorization interface, category management.

Hot Leads

• Information: View for identifying and prioritizing hot leads.
• Primary Actions: Manage hot leads.
• Components: Hot lead detection interface, prioritization tools.

Reply Composer

• Information: Workspace for generating AI-assisted WhatsApp replies.
• Primary Actions: Compose and send replies.
• Components: Reply composer, AI suggestion tool.

Follow-ups

• Information: Workflow for scheduling and performing follow-ups.
• Primary Actions: Schedule follow-ups.
• Components: Follow-up scheduler, timeline view.

Templates

• Information: Management destination for WhatsApp message templates.
• Primary Actions: Create and manage templates.
• Components: Template library, template editor.

Conversions

• Information: Destination for tracking lead conversion outcomes.
• Primary Actions: View conversion statistics.
• Components: Conversion tracking dashboard, analytics tools.

3. Functional Requirements

• As a small-business lead manager, I should be able to capture WhatsApp enquiries as leads. (explicit)
• As a small-business lead manager, I should be able to automatically categorize leads. (explicit)
• As a small-business lead manager, I should be able to receive AI-generated replies for leads. (explicit)
• As a small-business lead manager, I should be able to schedule follow-ups after 1 day, 3 days, and 7 days. (explicit)
• As a small-business lead manager, I should be able to detect hot leads. (explicit)
• As a small-business lead manager, I should have access to a missed-lead dashboard. (explicit)
• As a small-business lead manager, I should be able to use WhatsApp templates. (explicit)
• As a small-business lead manager, I should be able to track conversions. (explicit)
• As a small-business lead manager, I should be able to sign up for the service. (required_inference)
• As a small-business lead manager, I should be able to log in to access my lead management records. (required_inference)

4. User Personas

Small-business Lead Manager

• Context: Manages WhatsApp enquiries for small businesses such as real-estate agents, tuition centres, clinics, salons, automobile dealers, and wedding vendors.
• Primary Goal: Efficiently convert WhatsApp enquiries into customers.
• Responsibilities: Capture and categorize leads, use AI-generated replies, manage follow-up activities, assess missed leads and conversions.
• Interactions: Engages with the application to manage leads, schedule follow-ups, and track conversions.
• Success: Successfully converts leads into customers through effective management and follow-up.

5. Core User Flows

5.1 Capturing Leads

1. Starting Context: User is logged in and on the Lead Capture page.
2. Action: User inputs a new WhatsApp enquiry.
3. Result: Enquiry is captured as a lead.
4. Next Step: User navigates to Lead Categories to categorize the lead.

5.2 Categorizing Leads

1. Starting Context: User is on the Lead Categories page.
2. Action: User selects a lead and assigns a category.
3. Result: Lead is categorized.
4. Next Step: User may proceed to Reply Composer to generate a reply.

5.3 Generating AI Replies

1. Starting Context: User is on the Reply Composer page.
2. Action: User selects a lead and requests an AI-generated reply.
3. Result: AI-generated reply is provided.
4. Next Step: User sends the reply or schedules a follow-up.

5.4 Scheduling Follow-ups

1. Starting Context: User is on the Follow-ups page.
2. Action: User schedules a follow-up for 1 day, 3 days, or 7 days.
3. Result: Follow-up is scheduled.
4. Next Step: User reviews scheduled follow-ups on the Dashboard.

5.5 Managing Hot Leads

1. Starting Context: User is on the Hot Leads page.
2. Action: User reviews and prioritizes hot leads.
3. Result: Hot leads are managed and prioritized.
4. Next Step: User may navigate to the Dashboard to review overall lead status.

5.6 Tracking Conversions

1. Starting Context: User is on the Conversions page.
2. Action: User reviews conversion statistics.
3. Result: Conversion data is displayed.
4. Next Step: User may adjust strategies based on conversion insights.

6. Visuals Colors and Theme

• Muse: Pablo Stanley
• Palette:
  • Background: #FFFCEB
  • Surface: #FFFFFF
  • Text: #333333
  • Primary: #FF9F29
  • Accent: #FFD700
  • Muted: #E0E0E0
• Typography:
  • Headings: Nunito — Bold, large size
  • Body: DM Sans
  • Scale: 1.2 modular, 48/32/24/18/16
• Shape Language: Rounded corners, pill-shaped buttons
• Layout: Generous spacing, clear sections, intuitive navigation
• Imagery: Modular vector illustrations, hand-drawn accents

7. Signature Design Concept

The Landing page will feature a full-width illustration of a small business owner interacting with a lead dashboard. The design will use a warm cream background with sunny accents to highlight interface elements. Oversized headings in Nunito will invite users with a warm message, and pill-shaped CTAs will have playful hover animations. Illustrated characters will interact with product features, and a friendly onboarding animation with vector graphics will be included.

8. Interaction Model & Motion Direction

• Interaction Model: Animated
• Motion Tempo: Expressive
• Hero Dimensionality: Layered_2d
• Landing Hero Motion Brief: The focal subject is a small business owner interacting with the dashboard. The transformation involves the dashboard elements responding to user interactions with springy micro-interactions and playful hover states. The first frame will show the owner smiling at the dashboard, with a reduced-motion state offering static illustrations.

9. Non-Functional Requirements

• Performance: The application should handle up to 1,000 leads per user per month without performance degradation.
• Scalability: The system must support scaling to accommodate an increasing number of users and leads.
• Security: User data must be protected with industry-standard encryption and access controls.
• Usability: The interface should be intuitive and easy to navigate for small-business users.

10. Tech Stack

• Frontend: React
• Backend: Python/FastAPI
• Storage: Appropriate database solution for lead management
• Deployment: Docker/docker-compose
• Integration: WhatsApp API for message handling

11. Assumptions and Constraints

• The product is exploratory and remains a basic fallback due to the user's confirmation of interest without selecting a specific idea, audience, or feature scope explicitly.
• The target market is small businesses, with the named business segments preserved as target segments rather than separate workflow roles.

12. Glossary

• Lead: A potential customer who has shown interest in a business's services or products.
• Hot Lead: A lead that is highly likely to convert into a customer.
• Conversion: The process of turning a lead into a paying customer.
• Follow-up: A scheduled interaction with a lead to maintain engagement and encourage conversion.