# Enterprise CX AI Agent - Upgrade Plan ## Overview Transform the current pipeline-based demo into a **full-fledged enterprise-level CX (Customer Experience) AI Agent** application with production-ready features, enterprise UI/UX, and real-world scenario support. **Focus Areas:** - ✅ Core CX Agent Functionalities (not authentication/multi-tenancy) - ✅ Enterprise-level UI/UX - ✅ Real-world scenario support - ✅ MCP-powered automation - ✅ SQLite database (simple start, can migrate later) --- ## Phase 1: Enterprise UI/UX Foundation (Week 1-2) ### 1.1 Modern Dashboard Layout **Replace simple Gradio interface with enterprise-grade UI:** ``` ┌─────────────────────────────────────────────────────────────┐ │ 🤖 CX AI Agent [Search] [Settings] [Help] │ ├─────────────────────────────────────────────────────────────┤ │ 📊 Dashboard 📋 Campaigns 👥 Contacts 📧 Sequences 📈 │ ├─────────────────────────────────────────────────────────────┤ │ │ │ ┌─────────────┐ ┌─────────────┐ ┌─────────────┐ │ │ │ Active │ │ Contacts │ │ Email │ │ │ │ Campaigns │ │ Discovered │ │ Sent │ │ │ │ 12 │ │ 1,247 │ │ 3,891 │ │ │ └─────────────┘ └─────────────┘ └─────────────┘ │ │ │ │ Recent Activity │ │ ┌──────────────────────────────────────────────────────┐ │ │ │ ✅ Campaign "Q1 SaaS" completed - 47 prospects │ │ │ │ 🔄 Discovery running for "Enterprise Tech" │ │ │ │ 📧 Sequence "Follow-up" - 23 emails sent │ │ │ └──────────────────────────────────────────────────────┘ │ └─────────────────────────────────────────────────────────────┘ ``` **Components:** - Multi-tab navigation (Dashboard, Campaigns, Contacts, Sequences, Analytics) - Real-time metric cards - Activity feed with live updates - Quick action buttons - Filter and search across all sections ### 1.2 Enhanced Gradio Components **Upgrade from basic Gradio to advanced components:** ```python # Current: Simple tabs with gr.Tabs(): with gr.Tab("Pipeline"): # Basic pipeline # Enterprise: Multi-level navigation with state with gr.Blocks(theme=custom_enterprise_theme()) as demo: # Header with branding gr.HTML(enterprise_header()) # Navigation bar with gr.Row(): nav_dashboard = gr.Button("📊 Dashboard", variant="primary") nav_campaigns = gr.Button("📋 Campaigns") nav_contacts = gr.Button("👥 Contacts") nav_sequences = gr.Button("📧 Sequences") nav_analytics = gr.Button("📈 Analytics") # Dynamic content area content = gr.Column() # Route between views nav_dashboard.click(show_dashboard, outputs=[content]) nav_campaigns.click(show_campaigns, outputs=[content]) ``` **Custom Theme:** - Professional color scheme - Consistent spacing and typography - Icons and visual hierarchy - Responsive design --- ## Phase 2: Campaign Management System (Week 2-3) ### 2.1 Campaign Builder **Create campaigns with:** - Campaign name and description - Target industry/company size filters - Geographic targeting - Budget and timeline - Success metrics (response rate, meetings booked, etc.) **Campaign Stages:** ``` Discovery → Enrichment → Scoring → Outreach → Follow-up → Closed Won/Lost ``` **UI:** ``` ┌─────────────────────────────────────────────────────────────┐ │ Create New Campaign │ ├─────────────────────────────────────────────────────────────┤ │ Campaign Name: [Q1 Enterprise SaaS Outreach____________] │ │ Description: [___________________________________] │ │ │ │ 🎯 Targeting │ │ Industries: [☑ SaaS ☑ Fintech ☐ Healthcare] │ │ Company Size: [○ 1-50 ● 51-200 ○ 201-1000 ○ 1000+] │ │ Geography: [North America ▼] │ │ │ │ 📧 Outreach Settings │ │ Email Sequence: [Cold Outreach - Enterprise ▼] │ │ Follow-up Days: [3, 7, 14_____] │ │ │ │ 📊 Goals │ │ Target Contacts: [500_] │ │ Response Rate: [15%_] │ │ Meetings Booked: [50__] │ │ │ │ [Cancel] [Save Draft] [Launch Campaign →] │ └─────────────────────────────────────────────────────────────┘ ``` ### 2.2 Campaign Dashboard **Track campaigns in real-time:** - Active campaigns list - Campaign status (Draft, Active, Paused, Completed) - Progress bars for each stage - Real-time metrics - Quick actions (Pause, Edit, Clone, Archive) **Campaign Detail View:** ``` ┌─────────────────────────────────────────────────────────────┐ │ Campaign: Q1 Enterprise SaaS Outreach │ │ Status: ● Active Started: Jan 15, 2025 Progress: 68% │ ├─────────────────────────────────────────────────────────────┤ │ │ │ Pipeline Funnel │ │ ┌────────────────────────────────────────────────────────┐│ │ │ Discovery ████████████████ 500 companies ││ │ │ Enrichment ████████████ 420 enriched ││ │ │ Scoring ██████████ 380 scored ││ │ │ Outreach ████████ 340 contacted ││ │ │ Responded ███ 51 responses (15%) ││ │ │ Meeting Booked █ 12 meetings ││ │ └────────────────────────────────────────────────────────┘│ │ │ │ Recent Activity │ │ • 10:45 AM - 12 new prospects discovered │ │ • 10:30 AM - Email sent to John Doe (TechCorp) │ │ • 10:15 AM - Response from Sarah Smith (DataInc) │ │ │ │ [⏸ Pause] [⚙️ Settings] [📊 Full Report] [📤 Export] │ └─────────────────────────────────────────────────────────────┘ ``` ### 2.3 A/B Testing **Test different variations:** - Email subject lines - Email body content - Sending times - Follow-up cadence **Track performance:** - Open rates - Click rates - Response rates - Meeting booking rates --- ## Phase 3: Contact & Lead Management (Week 3-4) ### 3.1 Contact Database **Comprehensive contact management:** ```sql CREATE TABLE contacts ( id INTEGER PRIMARY KEY, -- Basic Info first_name TEXT, last_name TEXT, email TEXT UNIQUE, phone TEXT, job_title TEXT, -- Company Info company_id INTEGER, company_name TEXT, company_domain TEXT, company_size TEXT, company_industry TEXT, -- Enrichment Data linkedin_url TEXT, twitter_url TEXT, location TEXT, timezone TEXT, -- Scoring fit_score REAL, engagement_score REAL, -- Status status TEXT, -- new, contacted, responded, meeting_scheduled, qualified, lost lifecycle_stage TEXT, -- lead, mql, sql, opportunity, customer -- Tracking source TEXT, -- discovery_agent, manual_import, api first_contacted_at TIMESTAMP, last_contacted_at TIMESTAMP, last_activity_at TIMESTAMP, -- Metadata created_at TIMESTAMP DEFAULT CURRENT_TIMESTAMP, updated_at TIMESTAMP DEFAULT CURRENT_TIMESTAMP, tags TEXT, -- JSON array of tags notes TEXT, FOREIGN KEY (company_id) REFERENCES companies(id) ); ``` ### 3.2 Contact List View **Sortable, filterable contact table:** ``` ┌─────────────────────────────────────────────────────────────┐ │ 👥 Contacts (1,247) │ │ [🔍 Search contacts...] [Filter ▼] [+ New Contact] │ ├─────────────────────────────────────────────────────────────┤ │ Filters: ☑ Active ☐ Responded ☐ Meeting Scheduled │ ├─────────────────────────────────────────────────────────────┤ │ Name ↓ | Company | Status | Score | Last │ │─────────────────────────────────────────────────────────────│ │ 👤 Sarah Johnson│ TechCorp │ ✅ Responded│ 0.89 │ 2h ││ │ 👤 Mike Chen │ DataInc │ 📧 Contacted│ 0.85 │ 1d ││ │ 👤 Emma Wilson │ CloudSys │ 🆕 New │ 0.92 │ 3h ││ │ 👤 James Brown │ AILabs │ 📅 Meeting │ 0.78 │ 4h ││ │ │ │ [←] Page 1 of 25 [→] Showing 1-50 of 1,247 │ └─────────────────────────────────────────────────────────────┘ ``` ### 3.3 Contact Detail View **Rich contact profile:** ``` ┌─────────────────────────────────────────────────────────────┐ │ 👤 Sarah Johnson [Edit] [Archive] │ │ VP of Customer Experience @ TechCorp │ │ 📧 sarah.j@techcorp.com 📱 +1-555-0123 │ │ 📍 San Francisco, CA 🔗 linkedin.com/in/sarahj │ ├─────────────────────────────────────────────────────────────┤ │ Score: ⭐⭐⭐⭐⭐ 0.89 (High fit) Status: ✅ Responded │ │ Tags: [enterprise] [decision-maker] [warm-lead] │ ├─────────────────────────────────────────────────────────────┤ │ │ │ 🏢 Company Info │ │ TechCorp - SaaS, 250 employees, $50M ARR │ │ Pain points: Manual support processes, data fragmentation │ │ │ │ 📊 Engagement History │ │ ┌──────────────────────────────────────────────────────┐ │ │ │ Jan 15, 10:30 AM 📧 Email sent: "Transform CX..." │ │ │ │ Jan 15, 2:45 PM ✉️ Opened email │ │ │ │ Jan 16, 9:15 AM 💬 Replied: "Interested, let's..."│ │ │ │ Jan 16, 10:00 AM 📅 Meeting scheduled │ │ │ └──────────────────────────────────────────────────────┘ │ │ │ │ 📝 Notes │ │ [Add note about this contact...] │ │ │ │ [📧 Send Email] [📅 Schedule Meeting] [📞 Log Call] │ └─────────────────────────────────────────────────────────────┘ ``` --- ## Phase 4: Email Sequence Builder (Week 4-5) ### 4.1 Sequence Templates **Pre-built sequence library:** - Cold Outreach (3-touch) - Cold Outreach (5-touch) - Warm Introduction - Event Follow-up - Demo Request Follow-up - Re-engagement - Custom templates ### 4.2 Sequence Builder UI **Drag-and-drop sequence editor:** ``` ┌─────────────────────────────────────────────────────────────┐ │ Create Email Sequence: Cold Outreach - Enterprise │ ├─────────────────────────────────────────────────────────────┤ │ │ │ Sequence Flow: │ │ ┌──────────┐ wait ┌──────────┐ wait ┌─────────┐ │ │ │ Email 1 │ ─────3d──→│ Email 2 │ ────7d──→│ Email 3 │ │ │ │ Initial │ │ Value │ │Follow-up│ │ │ │ Contact │ │ Prop │ │ Call │ │ │ └──────────┘ └──────────┘ └─────────┘ │ │ ↓ ↓ ↓ │ │ [Edit Email] [Edit Email] [Edit Email]│ │ │ │ Email 1: Initial Contact │ │ ┌──────────────────────────────────────────────────────┐ │ │ │ Subject: {{company_name}} + CX Automation │ │ │ │ │ │ │ │ Hi {{first_name}}, │ │ │ │ │ │ │ │ I noticed {{company_name}} is in the {{industry}} │ │ │ │ space with {{company_size}} employees. Companies │ │ │ │ like yours often face {{pain_points}}. │ │ │ │ │ │ │ │ Our AI-powered platform has helped similar │ │ │ │ companies reduce support costs by 35%. │ │ │ │ │ │ │ │ Would you be open to a 15-minute call? │ │ │ │ │ │ │ │ Best, │ │ │ │ {{sender_name}} │ │ │ └──────────────────────────────────────────────────────┘ │ │ │ │ Variables: {{first_name}}, {{company_name}}, {{industry}} │ │ [+ Add Variable] [Preview] [Test Send] │ │ │ │ [Save Draft] [Activate Sequence] │ └─────────────────────────────────────────────────────────────┘ ``` ### 4.3 Sequence Performance Tracking **Monitor sequence effectiveness:** - Sent vs. Delivered - Open rates per email - Click rates - Response rates - Meeting booking rates - Unsubscribe rates **Optimize based on data:** - Best performing subject lines - Optimal send times - Effective follow-up cadence --- ## Phase 5: Analytics & Reporting (Week 5-6) ### 5.1 Real-time Dashboard **Key Metrics:** ``` ┌─────────────────────────────────────────────────────────────┐ │ 📈 Analytics Dashboard │ │ Date Range: [Last 30 Days ▼] │ ├─────────────────────────────────────────────────────────────┤ │ │ │ Overview Metrics │ │ ┌──────────┐ ┌──────────┐ ┌──────────┐ ┌──────────┐ │ │ │ Contacts │ │ Emails │ │ Response │ │ Meetings │ │ │ │ Enriched │ │ Sent │ │ Rate │ │ Booked │ │ │ │ 1,247 │ │ 3,891 │ │ 18.5% │ │ 47 │ │ │ │ ↑ 23% │ │ ↑ 45% │ │ ↑ 3.2% │ │ ↑ 12 │ │ │ └──────────┘ └──────────┘ └──────────┘ └──────────┘ │ │ │ │ Email Performance Trend │ │ ┌──────────────────────────────────────────────────────┐ │ │ │ % │ │ │ │ 100│ │ │ │ │ 80│ ╱──────╲ │ │ │ │ 60│ ╱────────╱ ╲ │ │ │ │ 40│ ╱───────╱ ╲───── │ │ │ │ 20│╱ ╲ │ │ │ │ 0└────────────────────────────────────────────── │ │ │ │ Week 1 Week 2 Week 3 Week 4 │ │ │ │ ─── Open Rate ─── Response Rate │ │ │ └──────────────────────────────────────────────────────┘ │ │ │ │ Top Performing Campaigns │ │ 1. Q1 SaaS Outreach - 24% response, 15 meetings │ │ 2. Enterprise Tech - 19% response, 12 meetings │ │ 3. Fintech Expansion - 17% response, 8 meetings │ │ │ │ [📊 Full Report] [📤 Export CSV] [📧 Email Report] │ └─────────────────────────────────────────────────────────────┘ ``` ### 5.2 Advanced Analytics **Segment Analysis:** - By industry - By company size - By geography - By source **Cohort Analysis:** - Contact acquisition trends - Response rate by cohort - Time to meeting booked **ROI Tracking:** - Cost per contact - Cost per meeting - Conversion rates by stage - Pipeline value generated --- ## Phase 6: Advanced CX Agent Features (Week 6-8) ### 6.1 Sentiment Analysis **Analyze email responses:** - Positive/Neutral/Negative sentiment - Urgency detection - Interest level scoring - Objection identification **Auto-route based on sentiment:** - High interest → Fast-track to sales - Objections → Send to nurture campaign - Negative → Pause outreach ### 6.2 Smart Reply Suggestions **AI-powered response recommendations:** - Analyze incoming reply - Suggest appropriate responses - Personalize based on context - One-click to send ### 6.3 Meeting Scheduling Integration **Automated meeting booking:** - Calendar availability checking - Time zone detection - Meeting link generation (Zoom/Google Meet) - Calendar invites - Reminder emails ### 6.4 Conversation Intelligence **Track and analyze conversations:** - Call transcription (if integrated) - Key topics discussed - Questions asked - Next steps identified - Follow-up reminders ### 6.5 Lead Scoring Enhancement **Multi-dimensional scoring:** - Fit Score (company/role match) - Engagement Score (email opens, clicks, replies) - Intent Score (website visits, content downloads) - Timing Score (buying signals) **Combined score:** ``` Overall Score = (0.3 × Fit) + (0.4 × Engagement) + (0.2 × Intent) + (0.1 × Timing) ``` ### 6.6 Automated Workflows **Trigger-based automation:** - When contact responds → Create task for rep - When fit score > 0.8 → Add to high-priority list - When no response after 3 emails → Move to nurture - When meeting booked → Send prep materials --- ## Phase 7: Database Schema (SQLite) ### 7.1 Core Tables ```sql -- Companies CREATE TABLE companies ( id INTEGER PRIMARY KEY AUTOINCREMENT, name TEXT NOT NULL, domain TEXT UNIQUE, industry TEXT, size TEXT, revenue TEXT, location TEXT, description TEXT, pain_points TEXT, -- JSON created_at TIMESTAMP DEFAULT CURRENT_TIMESTAMP, updated_at TIMESTAMP DEFAULT CURRENT_TIMESTAMP ); -- Contacts CREATE TABLE contacts ( id INTEGER PRIMARY KEY AUTOINCREMENT, company_id INTEGER, first_name TEXT, last_name TEXT, email TEXT UNIQUE NOT NULL, phone TEXT, job_title TEXT, linkedin_url TEXT, fit_score REAL, engagement_score REAL, status TEXT DEFAULT 'new', lifecycle_stage TEXT DEFAULT 'lead', source TEXT, tags TEXT, -- JSON created_at TIMESTAMP DEFAULT CURRENT_TIMESTAMP, updated_at TIMESTAMP DEFAULT CURRENT_TIMESTAMP, FOREIGN KEY (company_id) REFERENCES companies(id) ); -- Campaigns CREATE TABLE campaigns ( id INTEGER PRIMARY KEY AUTOINCREMENT, name TEXT NOT NULL, description TEXT, status TEXT DEFAULT 'draft', -- draft, active, paused, completed target_industries TEXT, -- JSON target_company_sizes TEXT, -- JSON sequence_id INTEGER, goal_contacts INTEGER, goal_response_rate REAL, goal_meetings INTEGER, started_at TIMESTAMP, completed_at TIMESTAMP, created_at TIMESTAMP DEFAULT CURRENT_TIMESTAMP, updated_at TIMESTAMP DEFAULT CURRENT_TIMESTAMP, FOREIGN KEY (sequence_id) REFERENCES sequences(id) ); -- Campaign Contacts (many-to-many) CREATE TABLE campaign_contacts ( id INTEGER PRIMARY KEY AUTOINCREMENT, campaign_id INTEGER, contact_id INTEGER, stage TEXT DEFAULT 'discovery', -- discovery, enrichment, scoring, outreach, responded, meeting, closed_won, closed_lost added_at TIMESTAMP DEFAULT CURRENT_TIMESTAMP, FOREIGN KEY (campaign_id) REFERENCES campaigns(id), FOREIGN KEY (contact_id) REFERENCES contacts(id) ); -- Email Sequences CREATE TABLE sequences ( id INTEGER PRIMARY KEY AUTOINCREMENT, name TEXT NOT NULL, description TEXT, is_active BOOLEAN DEFAULT 1, created_at TIMESTAMP DEFAULT CURRENT_TIMESTAMP, updated_at TIMESTAMP DEFAULT CURRENT_TIMESTAMP ); -- Sequence Emails CREATE TABLE sequence_emails ( id INTEGER PRIMARY KEY AUTOINCREMENT, sequence_id INTEGER, step_number INTEGER, wait_days INTEGER, subject TEXT, body TEXT, created_at TIMESTAMP DEFAULT CURRENT_TIMESTAMP, FOREIGN KEY (sequence_id) REFERENCES sequences(id) ); -- Email Activities CREATE TABLE email_activities ( id INTEGER PRIMARY KEY AUTOINCREMENT, contact_id INTEGER, campaign_id INTEGER, sequence_email_id INTEGER, type TEXT, -- sent, opened, clicked, replied, bounced, unsubscribed metadata TEXT, -- JSON (subject, preview, etc.) occurred_at TIMESTAMP DEFAULT CURRENT_TIMESTAMP, FOREIGN KEY (contact_id) REFERENCES contacts(id), FOREIGN KEY (campaign_id) REFERENCES campaigns(id), FOREIGN KEY (sequence_email_id) REFERENCES sequence_emails(id) ); -- Meetings CREATE TABLE meetings ( id INTEGER PRIMARY KEY AUTOINCREMENT, contact_id INTEGER, campaign_id INTEGER, title TEXT, scheduled_at TIMESTAMP, duration_minutes INTEGER, meeting_url TEXT, status TEXT DEFAULT 'scheduled', -- scheduled, completed, cancelled, no_show notes TEXT, created_at TIMESTAMP DEFAULT CURRENT_TIMESTAMP, FOREIGN KEY (contact_id) REFERENCES contacts(id), FOREIGN KEY (campaign_id) REFERENCES campaigns(id) ); -- Activity Log CREATE TABLE activities ( id INTEGER PRIMARY KEY AUTOINCREMENT, contact_id INTEGER, campaign_id INTEGER, type TEXT, -- discovery, enrichment, email_sent, email_opened, reply_received, meeting_scheduled, etc. description TEXT, metadata TEXT, -- JSON occurred_at TIMESTAMP DEFAULT CURRENT_TIMESTAMP, FOREIGN KEY (contact_id) REFERENCES contacts(id), FOREIGN KEY (campaign_id) REFERENCES campaigns(id) ); -- Indexes for performance CREATE INDEX idx_contacts_email ON contacts(email); CREATE INDEX idx_contacts_company ON contacts(company_id); CREATE INDEX idx_contacts_status ON contacts(status); CREATE INDEX idx_campaign_contacts_campaign ON campaign_contacts(campaign_id); CREATE INDEX idx_campaign_contacts_contact ON campaign_contacts(contact_id); CREATE INDEX idx_email_activities_contact ON email_activities(contact_id); CREATE INDEX idx_email_activities_campaign ON email_activities(campaign_id); ``` --- ## Phase 8: Implementation Roadmap ### Week 1-2: UI/UX Foundation - [ ] Design custom Gradio theme - [ ] Create multi-tab navigation - [ ] Build dashboard layout - [ ] Add metric cards and charts - [ ] Implement activity feed ### Week 3-4: Campaign Management - [ ] Campaign builder UI - [ ] Campaign dashboard - [ ] Campaign detail view - [ ] A/B testing framework - [ ] Campaign analytics ### Week 5-6: Contact Management - [ ] SQLite database setup - [ ] Contact list view - [ ] Contact detail view - [ ] Import/export functionality - [ ] Tagging and filtering ### Week 7-8: Email Sequences - [ ] Sequence template library - [ ] Sequence builder UI - [ ] Email editor with variables - [ ] Sequence performance tracking - [ ] Smart send time optimization ### Week 9-10: Analytics & Reporting - [ ] Real-time dashboard - [ ] Chart components (Plotly/Altair) - [ ] Export reports (CSV/PDF) - [ ] Email report scheduling - [ ] Custom report builder ### Week 11-12: Advanced Features - [ ] Sentiment analysis - [ ] Smart reply suggestions - [ ] Meeting scheduling - [ ] Automated workflows - [ ] Enhanced lead scoring --- ## Technology Stack ### Frontend (Gradio 5+) - **Gradio Blocks**: Advanced UI components - **Plotly**: Interactive charts - **Custom CSS**: Enterprise styling - **JavaScript**: Enhanced interactivity ### Backend - **FastAPI**: REST API layer - **SQLAlchemy**: ORM for SQLite - **Alembic**: Database migrations - **Celery** (optional): Background tasks ### Database - **SQLite**: Start simple, easy migration to PostgreSQL later ### AI/ML - **HuggingFace Inference API**: LLM for content generation - **Sentence Transformers**: Embeddings - **FAISS**: Vector similarity search - **spaCy/TextBlob**: Sentiment analysis ### MCP Servers - **Search**: Serper API - **Email**: SMTP + tracking - **Calendar**: CalDAV/Google Calendar - **Store**: SQLite + in-memory cache --- ## Success Metrics ### User Experience - Page load time < 2s - Action response time < 500ms - Intuitive navigation (< 3 clicks to any feature) - Zero-training needed for basic operations ### Functionality - Support 10,000+ contacts - Process 1,000+ emails/day - Track 100+ active campaigns - Generate reports in < 5s ### Business Value - Increase response rates by 25% - Reduce time-to-meeting by 40% - Improve lead quality score by 30% - Save 10+ hours/week on manual tasks --- ## Next Steps 1. **Review this plan** - Prioritize features 2. **Start with Phase 1** - Build UI foundation 3. **Iterate quickly** - Ship Phase 1 in Week 1-2 4. **Gather feedback** - Validate with real users 5. **Build incrementally** - Add features phase by phase --- **Ready to start?** Let me know which phase you'd like to begin with, or if you want to adjust any priorities!