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IRIS - AI-Powered Sales CRM & Analytics Platform

A comprehensive, AI-driven Customer Relationship Management (CRM) platform that combines sales analytics, customer segmentation, revenue forecasting, live webinars, AI voice assistants, and lead generation into a single, powerful solution.

🚀 Features

📊 Sales Analytics & Forecasting

  • Revenue Analytics: Comprehensive revenue tracking with monthly trends, growth rates, and peak performance analysis
  • Orders Analytics: Order volume tracking, average order value (AOV) trends, and conversion metrics
  • AI-Powered Forecasting: Facebook Prophet-based time series forecasting for revenue, orders, and AOV with confidence intervals
  • Interactive Charts: Beautiful, responsive charts using Recharts with dark theme support
  • Real-time Dashboard: Executive overview with KPIs, sales snapshots, and performance metrics

👥 Customer Management

  • Customer Segmentation: Advanced RFM (Recency, Frequency, Monetary) analysis with fuzzy logic and K-means clustering
  • Customer 360 View: Complete customer profile with purchase history, segmentation data, and behavioral insights
  • Customer Analytics: Deep insights into customer behavior, lifetime value, and engagement patterns
  • Promotional Segmentation: AI-powered customer categorization for targeted marketing campaigns

🎯 Lead Generation & Management

  • AI Lead Generation: Generate qualified leads based on best customer profiles using AI analysis
  • CSV Import/Export: Bulk lead management with CSV upload and export functionality
  • Lead Scoring: Automated lead scoring system with conversion probability estimation
  • Conversion Funnel: Visual representation of lead conversion stages
  • WhatsApp Integration: Send personalized messages to leads via Twilio WhatsApp API

🎥 Live Webinars & Streaming

  • Live Webinar Hosting: Create and host live webinars with Stream.io integration
  • Real-time Chat: Interactive chat during webinars for audience engagement
  • Breakout Rooms: AI-powered breakout room feature for one-on-one calls
  • Recording & Playback: Automatic recording of webinars with playback functionality
  • Waiting Room: Pre-webinar waiting room with countdown timer
  • OBS Integration: RTMP streaming support for professional broadcasting

🤖 AI Voice Assistants

  • Vapi.ai Integration: Create and manage AI voice assistants for sales calls
  • Breakout Room Calls: Automated AI calls when attendees join breakout rooms
  • Customizable Prompts: Configure AI agent behavior and conversation flows
  • Call Analytics: Track call status, duration, and outcomes

💬 AI Chat Assistant

  • Context-Aware Chatbot: AI-powered chatbot with Google Gemini integration
  • Page-Specific Context: Chatbot adapts to different pages (Revenue, Orders, Customers) with relevant data
  • Natural Language Queries: Ask questions about your data in natural language
  • Actionable Insights: Get AI-generated recommendations based on your analytics

💰 Payment Integration

  • Stripe Connect: Multi-vendor payment processing with Stripe Connect
  • Webinar Monetization: Sell webinar access with integrated checkout
  • Subscription Management: Handle user subscriptions and billing
  • Payment Analytics: Track revenue from webinars and subscriptions

🔗 Blockchain Integration

  • Forecast Storage: Store sales forecasts on blockchain (Ethereum/Sepolia)
  • Smart Contracts: Solidity-based smart contracts for immutable forecast records
  • Web3 Wallet Integration: Connect MetaMask and other Web3 wallets
  • Transaction Tracking: Monitor blockchain transactions and gas fees

📱 Communication

  • WhatsApp Messaging: Send bulk WhatsApp messages via Twilio
  • Email Notifications: Automated email notifications via Resend
  • Bulk Email Campaigns: Send webinar invitations and updates to multiple recipients

🛠️ Tech Stack

Frontend

  • Framework: Next.js 15.2.4 (React 19)
  • Styling: Tailwind CSS 4
  • UI Components: Radix UI, shadcn/ui
  • Charts: Recharts
  • State Management: Zustand
  • Forms: React Hook Form + Zod
  • Animations: Framer Motion
  • Icons: Lucide React

Backend

  • Runtime: Node.js
  • API: Next.js API Routes
  • Database: PostgreSQL (Prisma ORM)
  • Authentication: Clerk
  • File Storage: Local/Cloud storage

AI & ML

  • AI Chat: Google Gemini (gemini-2.5-flash)
  • Forecasting: Facebook Prophet (Python Flask service)
  • Voice AI: Vapi.ai
  • Video AI: Tavus (optional)

Third-Party Services

  • Video Streaming: Stream.io (Video & Chat)
  • Payments: Stripe
  • Messaging: Twilio (WhatsApp)
  • Email: Resend
  • Blockchain: Ethers.js (Ethereum)

Python Service

  • Framework: Flask
  • ML Libraries: Prophet, scikit-learn, pandas, numpy
  • Phone Numbers: phonenumbers library

📁 Project Structure

Pixro/
├── src/
│   ├── app/                    # Next.js app router
│   │   ├── (auth)/            # Authentication routes
│   │   ├── (protectedRoutes)/ # Protected dashboard routes
│   │   ├── (publicRoutes)/    # Public routes (webinars)
│   │   └── api/               # API routes
│   ├── components/            # React components
│   ├── lib/                   # Utilities and helpers
│   ├── action/                # Server actions
│   ├── store/                 # Zustand stores
│   └── contracts/             # Solidity smart contracts
├── forecast-service/          # Python Flask service
│   ├── app.py                # Main Flask application
│   └── requirements.txt      # Python dependencies
├── prisma/
│   └── schema.prisma         # Database schema
└── public/                   # Static assets

🚀 Getting Started

Prerequisites

  • Node.js 18+ and npm
  • Python 3.8+ (for forecast service)
  • PostgreSQL database
  • Clerk account (for authentication)
  • Stripe account (for payments)
  • Twilio account (for WhatsApp)
  • Stream.io account (for video)
  • Vapi.ai account (for voice AI)
  • Google AI API key (for chatbot)

Installation

  1. Clone the repository
git clone <repository-url>
cd Pixro
  1. Install Node.js dependencies
npm install
  1. Install Python dependencies
cd forecast-service
pip install -r requirements.txt
cd ..
  1. Set up environment variables Create a .env file in the root directory:
# Database
DATABASE_URL="postgresql://user:password@localhost:5432/pixro"

# Authentication
NEXT_PUBLIC_CLERK_PUBLISHABLE_KEY=your_clerk_publishable_key
CLERK_SECRET_KEY=your_clerk_secret_key

# AI Services
GOOGLE_AI_API_KEY=your_google_ai_api_key
VAPI_API_KEY=your_vapi_api_key
TAVUS_API_KEY=your_tavus_api_key (optional)

# Stream.io
NEXT_PUBLIC_STREAM_API_KEY=your_stream_api_key
STREAM_SECRET_KEY=your_stream_secret_key

# Stripe
NEXT_PUBLIC_STRIPE_PUBLISHABLE_KEY=your_stripe_publishable_key
STRIPE_SECRET_KEY=your_stripe_secret_key
STRIPE_WEBHOOK_SECRET=your_stripe_webhook_secret

# Twilio
TWILIO_ACCOUNT_SID=your_twilio_account_sid
TWILIO_AUTH_TOKEN=your_twilio_auth_token
TWILIO_WHATSAPP_FROM=whatsapp:+14155238886

# Email
RESEND_API_KEY=your_resend_api_key

# Forecast Service
FORECAST_SERVICE_URL=http://localhost:4000

# Blockchain (Optional)
PRIVATE_KEY=your_ethereum_private_key
RPC_URL=your_ethereum_rpc_url
CONTRACT_ADDRESS=your_contract_address

# App
NEXT_PUBLIC_APP_URL=http://localhost:3000
  1. Set up the database
npx prisma generate
npx prisma migrate dev
  1. Start the forecast service
cd forecast-service
python app.py
# Service runs on http://localhost:4000
  1. Start the Next.js development server
npm run dev
# App runs on http://localhost:3000

📊 Database Schema

Key Models

  • User: User accounts with Clerk integration
  • Webinar: Live webinar sessions with Stream.io integration
  • Attendee: Webinar attendees and participants
  • SalesTransaction: Sales transaction data for analytics
  • RFMAnalysis: Customer RFM segmentation data
  • CustomerSegmentation: Advanced customer clustering
  • DashboardAnalytics: Aggregated analytics cache
  • ForecastAnalytics: Forecast results cache
  • AiAgents: AI voice assistant configurations

🔌 API Endpoints

Forecast Service (Python Flask)

  • POST /forecast - Generate revenue/orders/AOV forecasts
  • POST /whatsapp/send - Send WhatsApp messages
  • GET /health - Health check

Next.js API Routes

  • POST /api/dashboard/upload - Upload sales CSV data
  • POST /api/dashboard/analytics - Get dashboard analytics
  • POST /api/dashboard/forecast - Generate forecasts
  • POST /api/dashboard/segmentation - Customer segmentation
  • POST /api/ai/chat - AI chatbot endpoint
  • POST /api/leads/generate - Generate leads
  • POST /api/whatsapp/send - Send WhatsApp messages
  • POST /api/stripe-webhook - Stripe webhook handler

🎨 UI/UX Features

  • Dark Theme: Professional black theme with purple accents
  • Responsive Design: Mobile-first, fully responsive layout
  • Interactive Charts: Real-time data visualization
  • Clean Interface: Minimal, professional design
  • Accessibility: WCAG compliant components

🔐 Security Features

  • CSRF Protection: Built-in CSRF token validation
  • Content Security Policy: CSP headers for XSS protection
  • Authentication: Clerk-based authentication
  • API Security: Protected API routes with authentication
  • Input Validation: Zod schema validation

📈 Key Features in Detail

Sales Forecasting

  • Uses Facebook Prophet for time series forecasting
  • Supports revenue, orders, and AOV forecasting
  • Provides confidence intervals and uncertainty estimates
  • Caches forecast results for performance

Customer Segmentation

  • RFM Analysis: Recency, Frequency, Monetary scoring
  • K-means Clustering: Automated customer grouping
  • Fuzzy Logic: Advanced segmentation algorithms
  • Promotional Categories: Marketing-ready segments

Lead Generation

  • AI-powered lead generation based on customer profiles
  • CSV-based bulk lead import
  • Lead scoring and qualification
  • Conversion funnel tracking

Live Webinars

  • Stream.io integration for HD video streaming
  • Real-time chat during webinars
  • Breakout rooms for one-on-one interactions
  • Automatic recording and playback
  • OBS integration for professional streaming

🚢 Deployment

Vercel (Recommended)

  1. Push your code to GitHub
  2. Import project in Vercel
  3. Add environment variables
  4. Deploy

Forecast Service Deployment

The forecast service can be deployed separately:

  • Vercel (serverless functions)
  • Railway
  • Render
  • Docker container

Database

Recommended PostgreSQL providers:

  • Neon
  • Supabase
  • Railway
  • AWS RDS

🧪 Testing

# Run TypeScript type checking
npm run build

# Run ESLint
npm run lint

# Test forecast service
cd forecast-service
pytest tests/

📝 Environment Variables Reference

See the .env.example file for all required environment variables.

🤝 Contributing

  1. Fork the repository
  2. Create a feature branch (git checkout -b feature/amazing-feature)
  3. Commit your changes (git commit -m 'Add amazing feature')
  4. Push to the branch (git push origin feature/amazing-feature)
  5. Open a Pull Request

📄 License

This project is proprietary software. All rights reserved.

🆘 Support

For support, please open an issue in the repository or contact the development team.

🎯 Roadmap

  • Mobile app (React Native)
  • Advanced AI analytics
  • Multi-language support
  • Advanced reporting
  • API rate limiting
  • Webhook integrations
  • Advanced automation workflows

🙏 Acknowledgments

  • Stream.io for video infrastructure
  • Vapi.ai for voice AI
  • Clerk for authentication
  • Stripe for payments
  • Twilio for messaging
  • Facebook Prophet for forecasting

Built with ❤️ using Next.js, React, and AI

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A comprehensive, AI-driven Customer Relationship Management (CRM) platform that combines sales analytics, customer segmentation, revenue forecasting, live webinars, AI voice assistants, and lead generation into a single, powerful solution.

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