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Deployment guide

Three pieces to host: Postgres, the two FastAPI services, and the React app. Free tiers everywhere. ~20 minutes end to end.

Pick one shared WEBHOOK_SECRET (any long random string) and use the same value on both backend services.

1. Database — Neon (or Render Postgres)

  1. Create a free Postgres at https://neon.tech → copy the connection string. (The CRM auto-rewrites postgres:// → postgresql+asyncpg://, so paste it as-is.)

2. Backend services — Render

Easiest path uses the included render.yaml blueprint:

  1. Push this repo to GitHub.
  2. Render → New → Blueprint → pick the repo. It creates reach-crm + reach-channel (the database is external on Neon — paste its URL into DATABASE_URL below).
  3. Set env vars when prompted:
    • Both services: WEBHOOK_SECRET = your shared secret.
    • reach-crm: DATABASE_URL (Neon string, or auto-wired if using Render's DB), and an LLM provider + key: LLM_PROVIDER=groq + GROQ_API_KEY (free at https://console.groq.com/keys), or LLM_PROVIDER=gemini + GEMINI_API_KEY.
    • reach-crm also: SEED_ON_STARTUP=true (auto-seeds demo data on first boot; idempotent, so it skips on later restarts). This avoids needing to reach the DB from your own machine.
  4. After both are live, set on reach-crm and redeploy:
    • CHANNEL_SERVICE_URL = https://reach-channel.onrender.com
    • CRM_PUBLIC_URL = https://reach-crm.onrender.com
  5. Data is seeded automatically via SEED_ON_STARTUP. (Alternatively, unset it and run python -m app.seed from Render → reach-crm → Shell.)

Render free web services sleep when idle; the first request after a nap takes ~30s to wake. Hit the CRM URL once before demoing.

3. Frontend — Vercel

  1. Vercel → New Project → import the repo → set Root Directory to web.
  2. Env var: VITE_API_BASE = https://reach-crm.onrender.com.
  3. Deploy. (Framework preset: Vite. Build npm run build, output dist.)
  4. Add the Vercel URL to the CRM's CORS_ORIGINS (or leave * for the demo) and redeploy CRM.

4. Smoke test

  1. Open the Vercel URL → AI Copilot → "win back lapsed lipstick buyers" → Approve & Launch.
  2. Watch the campaign funnel fill. If callbacks don't arrive, re-check that CRM_PUBLIC_URL is the CRM's public URL and WEBHOOK_SECRET matches on both services.

Fill the live URLs into the top of README.md when done.