AI Sales Agents Platform

An end-to-end AI Sales Assistant platform that connects directly to clients' CRMs (HubSpot, Salesforce, Pipedrive) and Google Workspace to automate lead communication and meeting scheduling.

Features

• Multi-CRM Integration: Connect with HubSpot, Salesforce, and Pipedrive
• Google Workspace Integration: Calendar scheduling and Gmail automation
• AI-Powered Communication: Automated lead engagement via WhatsApp, Email, and SMS
• Real-time Analytics: Track performance and optimize sales funnels
• Lead Management: Comprehensive lead tracking and qualification
• Campaign Management: Create and manage automated sales campaigns
• Meeting Scheduling: Automated calendar booking and management

Tech Stack

Backend

• Framework: NestJS
• Database: PostgreSQL with TypeORM
• Authentication: JWT with Passport
• API Documentation: Swagger/OpenAPI
• Real-time: WebSocket support

Frontend

• Framework: Next.js 16 with React 19
• Styling: Tailwind CSS
• State Management: React Context + SWR
• Forms: React Hook Form with Zod validation

Prerequisites

• Node.js 18+
• PostgreSQL 12+
• npm or yarn

Quick Start

1. Clone and Install Dependencies

# Install root dependencies
npm install

# Install all dependencies (frontend + backend)
npm run install:all

2. Database Setup

Create a PostgreSQL database:

CREATE DATABASE ai_sales_agents;

3. Environment Configuration

Copy the environment file and configure:

# Backend
cp backend/env.example backend/.env

# Edit backend/.env with your database credentials
DB_HOST=localhost
DB_PORT=5432
DB_USERNAME=postgres
DB_PASSWORD=your_password
DB_NAME=ai_sales_agents
JWT_SECRET=your-super-secret-jwt-key-here

4. Start Development Servers

# Start both frontend and backend
npm run dev

# Or start individually:
npm run dev:backend  # Backend on http://localhost:3001
npm run dev:frontend # Frontend on http://localhost:3000

5. Access the Application

• Frontend: http://localhost:3000
• Backend API: http://localhost:3001
• API Documentation: http://localhost:3001/api/docs

Project Structure

ai-sales-agents/
├── backend/                 # NestJS API
│   ├── src/
│   │   ├── modules/         # Feature modules
│   │   │   ├── auth/        # Authentication
│   │   │   ├── users/       # User management
│   │   │   ├── leads/       # Lead management
│   │   │   ├── campaigns/   # Campaign management
│   │   │   ├── conversations/ # Message handling
│   │   │   ├── crm-integrations/ # CRM connections
│   │   │   ├── calendar-integrations/ # Calendar sync
│   │   │   └── analytics/   # Analytics & reporting
│   │   └── common/          # Shared utilities
│   └── dist/               # Compiled JavaScript
├── frontend/               # Next.js React app
│   ├── src/
│   │   ├── app/           # App router pages
│   │   ├── components/    # Reusable components
│   │   └── contexts/      # React contexts
└── package.json           # Root package.json

API Endpoints

Authentication

• POST /auth/register - User registration
• POST /auth/login - User login
• GET /auth/profile - Get user profile
• POST /auth/refresh - Refresh token

CRM Integrations

• GET /crm-integrations - List CRM connections
• POST /crm-integrations - Create CRM connection
• POST /crm-integrations/:id/test - Test connection
• POST /crm-integrations/:id/sync - Sync leads

Calendar Integrations

• GET /calendar-integrations - List calendar connections
• POST /calendar-integrations - Create calendar connection
• POST /calendar-integrations/:id/events - Create event
• GET /calendar-integrations/:id/availability - Get available slots

Leads Management

• GET /leads - List leads
• POST /leads - Create lead
• PUT /leads/:id - Update lead
• DELETE /leads/:id - Delete lead

Campaigns

• GET /campaigns - List campaigns
• POST /campaigns - Create campaign
• PUT /campaigns/:id - Update campaign
• POST /campaigns/:id/start - Start campaign

Development

Backend Development

cd backend
npm run start:dev    # Development with hot reload
npm run build        # Build for production
npm run start:prod   # Start production build
npm run test         # Run tests
npm run lint         # Lint code

Frontend Development

cd frontend
npm run dev          # Development server
npm run build        # Build for production
npm run start        # Start production build
npm run lint         # Lint code

Database Schema

The application uses the following main entities:

• Users: User accounts with role-based access
• Organizations: Company/team management
• Leads: Lead information and status
• Campaigns: Marketing campaigns
• Conversations: Message threads
• CRM Connections: External CRM integrations
• Calendar Connections: Google Calendar integrations
• Notifications: System notifications

Environment Variables

Backend (.env)

# Database
DB_HOST=localhost
DB_PORT=5432
DB_USERNAME=postgres
DB_PASSWORD=password
DB_NAME=ai_sales_agents

# JWT
JWT_SECRET=your-secret-key
JWT_EXPIRES_IN=7d

# Application
NODE_ENV=development
PORT=3001
FRONTEND_URL=http://localhost:3000

# CRM Integrations (for future use)
HUBSPOT_API_KEY=your-hubspot-key
SALESFORCE_CLIENT_ID=your-salesforce-id
PIPEDRIVE_API_TOKEN=your-pipedrive-token

# Google Workspace (for future use)
GOOGLE_CLIENT_ID=your-google-client-id
GOOGLE_CLIENT_SECRET=your-google-client-secret

Contributing

1. Fork the repository
2. Create a feature branch
3. Make your changes
4. Add tests if applicable
5. Submit a pull request

License

This project is licensed under the MIT License - see the LICENSE file for details.

Support

For support and questions, please open an issue in the GitHub repository.