Stack
- Next.js 16 App Router, RSC
- Convex Database + real-time
- LiveKit Voice/video rooms
- Telnyx SIP trunking
- shadcn/ui Components
- Tailwind CSS Styling
Features
- Contact management (CRUD)
- Deal pipeline (Kanban)
- Call log tracking
- Conversation threads
- Notes & reminders
- Invoice generation
- Revenue dashboard
- Voice agent configuration
- Workflow automation (Convex)
Database Schema (Convex)
- contacts — name, email, phone, company, tags
- conversations — linked to contacts, threaded
- calllog — call records, duration, recording
- deals — pipeline stage, value, close date
- pipeline — stage definitions, ordering
- invoices — line items, payment status
- notes — linked to any entity
- revenue — aggregated metrics
- voiceagents — AI agent configs
- workflows — automated action triggers
Status
BUILDING — Scaffold complete, all Convex tables defined, UI components built. Needs: Convex deployment, LiveKit setup, Telnyx SIP config, actual voice integration.
Local copy at E:\OpenClaw\projects\ai-crm — needs Convex backend deployed to run.
Dobby's Notes
Ready for deployment once Convex project is provisioned. The UI is functional with mock data. Voice AI integration requires LiveKit cloud account + Telnyx phone number. Could demo the dashboard/pipeline immediately with a Convex deploy.