Onboarding App

Requirements

1. User Roles and Permissions

• Define role-based access for Admins, HR Managers, and New Employees.

• Admins can customize workflows, view progress reports, and manage tasks.

• HR Managers assign tasks and track completion status.

• Employees access onboarding content and submit necessary documents.

2. Automated Onboarding Workflows

• Develop customizable onboarding workflows that include:

• Document submissions (e.g., contracts, ID proofs).

• Task assignments (e.g., HR policies, training schedules).

• Notifications and reminders for incomplete tasks.

3. Integration with Existing Systems

• Connect the app with existing platforms:

• HRMS for employee data management.

• Google Workspace for document storage and Gmail notifications.

• Calendar tools for scheduling training and meetings.

4. Content Management

• Allow admins to upload videos, PDFs, and other training materials for employees.

• Implement progress tracking for individual training modules.

5. Analytics and Reporting

• Generate reports for HR to track:

• Employee progress.

• Task completion rates.

• Time spent on onboarding stages.

6. Security and Compliance

• Ensure data protection with role-based permissions and encryption.

• Comply with GDPR standards for personal data storage.

7. User-Friendly Interface

• Provide a clean and intuitive UI/UX for both HR managers and employees.

• Ensure cross-platform accessibility (web and mobile).

Implementation

1. Technology Stack
• Front-end: Next.js + TypeScript with TailwindCSS for responsive and modern UI.
• Back-end: Node.js (Express) for API development and automation workflows.
• Database: MariaDB for storing user data, task progress, and onboarding records.
2. Role Management
• Implement JWT-based authentication for secure role-based access control.
• Develop an admin dashboard for managing onboarding workflows and roles.
3. Automated Workflows
• Create dynamic workflows that include:
• Task triggers based on employee actions.
• Email/SMS notifications using Twilio or Mailgun for reminders.
• Automated deadlines and tracking for task completion.
4. Integrations
• Integrate with Google Workspace API for document storage and notifications.
• Sync onboarding schedules with Google Calendar for seamless training reminders.
5. Progress Tracking
• Develop visual dashboards for HR managers to track each employee’s progress:
• Task lists with completion percentages.
• Training module statuses and pending tasks.
6. Content Management
• Allow admins to upload content using a simple interface.
• Implement streaming options for videos and embedded viewing for PDFs.
7. Security Features
• Use SSL encryption to secure employee data.
• Role-based access ensures employees can only view their own data and assigned tasks.
8. Testing and Deployment
• Perform extensive testing for all modules (integration, security, and UX).
• Deploy the app on a cloud server (e.g., GCP or AWS) for scalability.

Referral service

Requirements

1. Referral System Architecture

• Design a multi-tier referral program with configurable reward structures (e.g., fixed bonuses, discounts, or credits).

• Define referral roles:

• Referrers (existing users who invite others).

• Referees (new users joining via referral links).

• Ensure tracking of referral progress and rewards for both parties.

2. Unique Referral Links and Tracking

• Generate unique referral links for each user.

• Implement real-time tracking of referral clicks, registrations, and conversions.

• Integrate analytics to show referral funnel performance (visits → sign-ups → completed actions).

3. Integration with Existing Systems

• Connect the referral service with existing platforms:

• CRM for user data synchronization.

• Payment gateways (Stripe, PayPal) for issuing rewards.

• Email and SMS services for automated referral communication.

4. Reward Management

• Create an admin dashboard to manage referral rules, reward tiers, and payout history.

• Automate reward distribution (e.g., account credits, cash payouts, or discount coupons).

5. User Dashboard and Notifications

• Develop a user dashboard for referrers to track:

• Referral statistics.

• Reward earnings and statuses.

• Send automated notifications for new referrals, reward updates, and payout confirmations.

6. Security and Fraud Prevention

• Implement anti-fraud mechanisms to detect duplicate accounts, fake referrals, and invalid activities.

• Secure referral links with unique tokens and expiry settings.

7. Responsive UI/UX

• Provide a clean, user-friendly interface accessible across web and mobile devices.

• Ensure seamless integration with the company’s branding and design.

Implementation

1. Technology Stack

• Front-end: Next.js + TypeScript with TailwindCSS for a responsive and modern design.

• Back-end: Node.js (Express) for building APIs and business logic.

• Database: MariaDB for managing users, referrals, and reward data.

2. Referral Link Generation and Tracking

• Use unique tokens to generate referral links for each user.

• Implement tracking endpoints to monitor link clicks, registrations, and completed actions.

• Develop real-time dashboards using APIs to fetch user referral data.

3. Reward System Logic

• Build an admin panel to configure reward rules, tiers, and payout conditions.

• Automate reward distribution using:

• Payment APIs (Stripe, PayPal) for monetary payouts.

• Custom discount codes or account credits for non-monetary rewards.

4. Integration

• Integrate with external systems:

• CRM tools to sync user referrals and data.

• Twilio or Mailgun for sending referral invites, reminders, and reward notifications.

• Connect analytics tools (e.g., Google Analytics) to monitor user growth and referral performance.

5. Fraud Detection Mechanism

• Use validation checks to prevent abuse:

• IP-based duplicate detection.

• Email or phone verification for referees.

• Track suspicious referral activity for manual review.

6. User Dashboard

• Develop a real-time dashboard for users to monitor:

• Referral progress and reward earnings.

• Pending payouts and completed transactions.

• Implement email and SMS notifications to keep users updated.

7. Deployment and Testing

• Deploy the referral service on a cloud server (GCP/AWS) for scalability.

• Conduct extensive testing for referral tracking accuracy, security, and reward automation.

Go High Level CRM

Requirements

1. CRM Configuration

• Set up and configure Go High Level CRM for managing leads, clients, and sales pipelines.

• Customize workflows, pipelines, and stages to match the business sales funnel.

• Import existing lead/customer data with proper segmentation.

2. Lead Generation Automation

• Develop automated lead capture funnels integrated with landing pages, forms, and chat widgets.

• Connect ads (Google, Facebook, LinkedIn) for seamless lead flow into Go High Level CRM.

• Implement triggers for automatic follow-ups, lead scoring, and pipeline updates.

3. Multi-Channel Communication

• Set up automated SMS, email, and voice campaigns for lead nurturing.

• Create personalized drip campaigns that engage leads and drive conversions.

• Integrate call tracking and VoIP (e.g., Twilio) for centralized communication logging.

4. Pipeline and Workflow Automation

• Implement advanced automation workflows to handle:

• Appointment scheduling.

• Follow-ups based on lead actions.

• Task creation for the sales team.

• Customize notifications for critical lead movements in the pipeline.

5. Analytics and Reporting

• Set up advanced reporting dashboards for tracking KPIs such as:

• Conversion rates.

• ROI from marketing campaigns.

• Lead source performance.

• Integrate with Google Analytics for website and funnel insights.

6. Integration with External Tools

• Connect Go High Level CRM with external platforms such as:

• Payment gateways (Stripe, PayPal) for seamless transactions.

• Calendar systems (Google Calendar) for scheduling.

• Email marketing tools and other third-party APIs.

7. Data Security and Compliance

• Ensure GDPR and CAN-SPAM compliance in automated communication.

• Secure sensitive data and enable backup solutions.

Implementation

1. CRM Customization
• Configure Go High Level CRM with pipelines, workflows, and tags tailored to your business processes.
• Import and clean existing data to ensure accurate segmentation and tagging.
2. Automated Funnel Creation
• Build custom landing pages with integrated forms to capture leads directly into Go High Level.
• Implement chat widgets for real-time lead capture and automated responses.
• Connect ads (Google Ads, Facebook Ads) to sync leads and monitor performance.
3. Workflow Automation
• Design advanced automation workflows for the entire customer journey:
• Automatic SMS/email sequences based on lead behavior.
• Appointment confirmations, reminders, and follow-ups.
• Configure lead scoring logic to prioritize high-value prospects.
4. Multi-Channel Campaigns
• Develop email and SMS campaigns using personalized templates and dynamic content.
• Use Twilio to integrate call tracking and VoIP for outbound calls.
• Test campaigns to ensure optimal delivery rates and engagement.
5. Analytics and Performance Tracking
• Set up dashboards within Go High Level CRM to monitor lead flow, conversion rates, and revenue growth.
• Integrate with Google Analytics and reporting tools for deeper funnel insights.
6. External API Integrations
• Configure payment gateways (Stripe, PayPal) for order processing and invoicing.
• Sync Google Calendar for real-time appointment management.
• Connect third-party services via RESTful APIs for extended functionality.
7. Testing and Training
• Perform end-to-end testing of all automations, campaigns, and integrations.
• Provide detailed documentation and training sessions for the team to maximize CRM usage.

AmoCRM

Requirements

1. CRM Integration

• Set up and configure AmoCRM as the central platform for managing customer interactions, pipelines, and tasks.

• Customize the pipeline stages to reflect the business-specific sales process and customer lifecycle.

2. AI Chatbot Development

• Develop an AI-powered chatbot for Telegram, WhatsApp, and Web Chat.

• The chatbot must respond to FAQs, collect customer inquiries, and create leads directly in AmoCRM.

• It should detect user intent, validate input, and escalate complex cases to human agents.

3. Automation of Workflows

• Implement automation rules within AmoCRM to handle lead assignment, notifications, and task creation.

• Integrate automated follow-ups (via email, chat, or SMS) for abandoned or stalled leads.

4. Third-Party API Integration

• Connect AmoCRM with external services:

• Payment gateways for order processing.

• Analytics tools for tracking customer interactions and generating reports.

• A VoIP system (e.g., Asterisk) for managing calls and tracking call logs in AmoCRM.

5. Custom Dashboard and Reporting

• Develop a custom dashboard to monitor KPIs such as:

• Response time.

• Conversion rate.

• Agent productivity.

• Customer satisfaction metrics.

6. Data Migration and Security

• Migrate existing customer data into AmoCRM.

• Ensure robust data protection and compliance with GDPR standards.

Implementation

1. System Configuration
• Install and configure AmoCRM with tailored fields, pipelines, and workflows to match the client’s business processes.
• Create role-based access control for different teams (Sales, Support, Admin).
2. AI Chatbot Integration
• Use Node.js and Python to develop an AI chatbot powered by an NLP engine (e.g., Dialogflow or OpenAI GPT**).
• Train the chatbot to identify customer intents and automate responses.
• Integrate the chatbot with messaging platforms like Telegram, WhatsApp, and the company website.
3. API and Automation Setup
• Connect AmoCRM with third-party services using RESTful APIs:
• Payment processing for direct invoicing.
• Asterisk PBX for VoIP calling.
• Analytics tools like Google Data Studio for performance tracking.
• Implement internal automation within AmoCRM for lead scoring, follow-up tasks, and reminders.
4. Custom Dashboard Development
• Use AmoCRM API to pull real-time data into a tailored dashboard.
• Build visual reports using Python (with tools like Dash or Matplotlib) or integrate with Google Sheets for real-time analytics.
5. Testing and Security
• Perform end-to-end testing to ensure all components (chatbot, automation, APIs) work seamlessly.
• Secure API keys, customer data, and interactions by enabling encryption protocols.
• Ensure GDPR compliance by implementing opt-in/opt-out functionality for customer communications.
6. Training and Documentation
• Conduct training sessions for teams to ensure they can use AmoCRM and the new chatbot efficiently.
• Provide detailed documentation on workflows, chatbot integration, and automation processes.

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