🚀 Complete User Journey

📝 PHASE 1: USER ONBOARDING

Step 1: Sign Up (Email / OAuth)
Step 2: Email Verification
Step 3: Plan Selection (Personal, Business, Premium, Organisation)
Step 4: CHOOSE ONBOARDING MODE:
📝
Manual Onboarding

8 Steps - Traditional Forms

🤖
Beezaro Copilot

6 Steps - AI-Powered Chat

✅ Onboarding Complete

🧪 PHASE 2: BEEHIVE DASHBOARD (Optional - Testing Environment)

• Safe testing environment (29-day sandbox)
• Experiment with features using test data
• Test channel integrations
• Configure workflows without affecting live data
• Go Live → Migrate tested config to Live Dashboard

📊 PHASE 3: LIVE DASHBOARD (Production Application)

📥
Inbox

Multi-channel

⚡
Automations

Workflows

👥
CRM

Contacts

📊
Dashboard

Insights

🏢
Operations

& Admin

⚙️
Settings

Team & Billing

📝 PHASE 1: User Onboarding

Initial account setup with two onboarding paths: traditional forms or AI-powered chat.

📝

Manual Onboarding

Traditional step-by-step form-based onboarding flow

8 Steps 32 Services 41 Tables 135+ APIs
  • ✅ STEP 0: Sign Up & Verification
  • ✅ STEP 1: Plan Selection
  • ✅ STEP 2: Business Information
  • ✅ STEP 3: Team Setup
  • ✅ STEP 4: AI Assistant Creation
  • ✅ STEP 5: Channel Integration
  • ✅ STEP 6: Escalation Rules
  • ✅ STEP 7: Review & Confirmation
  • ✅ STEP 8: Template Library (Optional)
View Manual Onboarding Architecture →
 🤖

Beezaro Copilot

AI-powered conversational onboarding with natural language

6 Steps 3 New Services 4 New Tables 15+ APIs
  • 🤖 STEP 0: Welcome & Mode Selection
  • 🤖 STEP 0.5: Beezaro Intro Modal
  • 🤖 STEP 1: Business Identity
  • 🤖 STEP 2: Team Members
  • 🤖 STEP 3: Channels
  • 🤖 STEP 4: Escalation Rules
  • 🤖 STEP 5: AI Assistant
  • 🤖 STEP 6: Automation
View Beezaro Architecture →
 ⚡

Onboarding Comparison

Side-by-side analysis of Manual vs Beezaro onboarding

Comparison Tables Flow Mapping
  • 📊 Key Differences Table
  • 🔄 Step-by-Step Mapping
  • 💰 Cost Comparison
  • ⏱️ Time to Complete
  • 🎯 Best Use Cases
  • 🔀 Mode Switching Logic
View Comparison →

🧪 PHASE 2: Beehive Dashboard (Testing Environment)

Optional 29-day sandbox environment for safe testing and experimentation before going live.

🧪

Beehive Dashboard

Safe testing environment with full feature access and test data

8 Frames 15 APIs 3 Tables 29-Day Limit
  • 🧪 Sandbox Environment Overview
  • ⚙️ Setup Wizard & Configuration
  • 🔄 Data Sync Architecture
  • 🚀 "Go Live" Migration Process
  • 🎯 Feature Testing Capabilities
  • 📊 Test Data Management
  • 🔐 Limitations & Restrictions
  • ✅ Beehive-to-Live Transition
View Beehive Architecture →
ℹ️

Why Use Beehive?

Test features risk-free before production deployment

  • ✅ Safe Testing: No risk to live data or billing
  • ✅ Full Features: Access all Live Dashboard features
  • ✅ Easy Migration: One-click data transfer to Live
  • ✅ Team Training: Onboard team in sandbox first
  • ✅ Test Integrations: Verify channel connections

📊 PHASE 3: Live Dashboard (Production Application)

The main production environment where all business operations happen.

📊

Live Dashboard Overview

Master overview of the complete Live Dashboard architecture

15 Frames Complete System View
  • 🎯 What is Live Dashboard?
  • 🧭 Navigation Architecture
  • 🗄️ Data Model Overview
  • 🔐 Multi-Tenancy & Permissions
  • 🔌 Integration Architecture
  • 📊 Reporting & Analytics
  • 🤖 AI Integration (Beezora)
  • ☁️ AWS Infrastructure
  • 🛡️ Security & Compliance
View Overview →
 📥

Inbox Module

Multi-channel unified inbox for all customer conversations

12 Frames 30+ APIs 5 Tables
  • 📥 General Inbox & Team Inbox
  • 💬 Multi-Channel Integration (WhatsApp, Email, Instagram, Telegram, FB Messenger)
  • 📝 Template Management (WhatsApp, General)
  • 🏷️ Labels & Conversation Attributes
  • 👥 Team Assignment & Collaboration
  • 🔄 Real-Time Communication (WebSocket)
View Inbox Architecture →
 🤖

Automations Module

Workflow automation engine with AI-powered creation

10 Frames 20+ APIs 4 Tables
  • 📚 Automation Template Library
  • 🤖 Beezora AI for Automation Creation
  • ⚡ Trigger System (Events, Time, Conditions)
  • 🎬 Action System (Messages, Tags, Tasks)
  • 📊 Execution Engine & Scheduling
  • 📈 Analytics & Performance Tracking
View Automations Architecture →
 👥

CRM Module

Complete contact relationship management with 360° view

14 Frames 40+ APIs 8 Tables
  • 👤 Contacts (Full 360° View)
  • 📋 Lists & Segmentation
  • 🏷️ Tags Management
  • 🔧 Merge Fields (Custom Attributes)
  • 💬 Communication History
  • ✅ Task Management
  • 📄 Document Management
  • 📊 Activity Logging
View CRM Architecture →
 📊

Main Dashboard & Settings

Central hub with insights, brand kit, billing, and settings

13 Frames 35+ APIs 7 Tables
  • 📊 Dashboard Insights & KPIs
  • 🎨 Brand Kit Customization
  • 🤖 Beezora AI Configuration
  • 💳 Plan & Subscription Management
  • 🔧 Add-ons System
  • 👥 Team Management
  • 🔔 Notification System
  • ⚙️ Settings (Profile, Security, Channels)
View Dashboard Architecture →
 ⚙️

Operations & Admin

Internal operations with industry-specific modules

18 Frames 60+ APIs 15+ Tables
  • ✅ Task Management System
  • 📈 Lead Management
  • 📊 Advanced Reporting (5 Categories)
  • 📝 Templates Library
  • 🏭 Industry Module Framework
  • 🏥 Healthcare & Clinics Module
  • 🍽️ Restaurants & Food Service Module
  • 🏠 Real Estate Module
  • ⚖️ Professional Services Module
  • 🛒 E-commerce Module
  • + 5 More Industry Modules
View Operations Architecture →

🛠️ PHASE 4: Automation Library + Builders

Complete automation builder modules for creating sophisticated marketing campaigns, forms, and customer engagement workflows.

🛠️

Automation Library + Builders

6 specialized builder modules for comprehensive automation

15 Frames 88 Services 73 Tables 258 UI Screens
  • 📧 Email Builder (Drag & Drop, Templates)
  • 📝 Form Builder (Lead Capture, Validation)
  • 📊 Campaign Automation Builder (Multi-Channel)
  • 🔄 Retention & Nurture Builder
  • 💼 Sales & Lead Generation Builder
  • 🎧 Support & Escalation Builder
  • 📈 A/B Testing & Analytics Engine
  • 🎯 Advanced Segmentation (5 Types)
View Automation Builders →
ℹ️

Why Use Automation Builders?

Create sophisticated campaigns without coding

  • ✅ No-Code Builders: Visual drag-and-drop interfaces
  • ✅ Pre-Built Templates: 200+ ready-to-use templates
  • ✅ Multi-Channel: Email, SMS, WhatsApp integration
  • ✅ A/B Testing: Statistical significance testing
  • ✅ Analytics: Real-time performance tracking

🔧 Cross-Cutting Concerns

System-wide architectural components that span all modules.

Component Coverage Documentation Location
Complete API Reference 300+ endpoints across all modules Onboarding APIs | Inbox APIs | CRM APIs
Complete Database Schema 70+ tables with relationships Onboarding Schema | Inbox Schema | CRM Schema
AWS Infrastructure ECS, RDS, S3, CloudWatch, etc. AWS Architecture
Security & GDPR System-wide compliance & security Onboarding GDPR | Beezaro GDPR | Live Dashboard Security
Integration Guide 15+ channels & third-party APIs Integration Architecture | Channel Integrations
Multi-Tenancy & Permissions Role-based access control Permissions Model
Real-Time Communication WebSocket/Socket.IO architecture Beezaro WebSocket | Inbox Real-Time

📊 Complete Architecture Statistics

Component Onboarding Beehive Live Dashboard Automation Builders Total
HTML Documentation Pages 3 1 6 1 14
Documentation Frames 30 8 82 15 120
Backend Services 32 2 11+ 88 133+
Database Tables 41 3 26+ 73 143+
API Endpoints 135 15 150+ 200+ 500+
Channel Integrations 15 15 (test) 15 3 (Email, SMS, WhatsApp) 15
Industry Modules - - 10+ - 10+
UI Screens Analyzed 226 168 206+ 258 858

🔗 Quick Navigation

Jump directly to specific documentation:

🎯 Onboarding

🧪 Testing

📊 Live Dashboard

🛠️ Automation Builders

🔧 Cross-Cutting

📝 Documentation Status

Last Updated: October 23, 2025

Version: 1.0

Prepared By: Claude (Architecture Documentation Agent)

Total Documentation Lines: 33,000+ lines

Total Pages: 14 HTML modules | 120 frames | 858 UI screens

Deployment: Ready for Vercel deployment