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📜 Product Requirements Document

AI Multi-Channel Outreach Automation Platform

1. Vision

Enable teams to automate hyper-personalized outreach across Email, SMS, WhatsApp, and LinkedIn at scale while maintaining deliverability and compliance.

2. Core Functional Areas

A. Tenant & User Management

  • Organization workspaces
  • Role-based access
  • Audit logs
  • Billing-ready structure

B. Lead Intelligence Layer

  • CSV ingestion (10k+ rows async)
  • Custom JSON fields
  • Dynamic template variable mapping
  • Segmentation via tag logic
  • AI enrichment hooks

C. Campaign Engine

  • Multi-step sequences
  • Step types:
    • EMAIL
    • SMS
    • WHATSAPP
    • LINKEDIN
    • WAIT
  • Stop conditions:
    • Reply detected
    • Bounce detected
    • Manual pause
    • Global unsubscribe
  • Sending window restrictions

D. AI Personalization Engine

Per-lead generation:

  • Custom first line
  • Context-aware subject lines
  • Tone-based messaging
  • Industry-aware variations
  • Smart follow-up referencing previous step

E. Automation State Machine

CampaignLead drives:

  • Current step
  • Status transitions
  • Next execution timestamp
  • Failure recovery

F. Analytics

Track:

  • Sent
  • Delivered
  • Opened
  • Clicked
  • Replied
  • Bounced
  • Unsubscribed

Provide:

  • Daily snapshots
  • Campaign-level metrics
  • Channel breakdown

3. Non-Functional Requirements

  • Async-first architecture
  • Idempotent dispatch logic
  • 99.9% uptime
  • Response latency < 200ms
  • Secure token storage
  • GDPR & CAN-SPAM compliant