Live Dashboard Architecture Overview

📋 FRAME 1: Live Dashboard Architecture Overview

🎯 What is the Live Dashboard?

The Live Dashboard is the primary production application users interact with after completing onboarding (Manual or Beezaro). It provides a comprehensive business management platform with multi-channel communication, CRM, automation, and industry-specific operational tools.

📌 User Journey to Live Dashboard

1. Sign Up (Email/OAuth)

2. Email Verification

3. Plan Selection

4. Onboarding (Manual OR Beezaro)

• Business Identity

• Team Members

• Channels

• AI Assistant

• Escalation Rules

• Automation

5. [OPTIONAL] Beehive Dashboard (29-day testing environment)

✅ 6. LIVE DASHBOARD (Production Application)

🎨 Live Dashboard vs Beehive Dashboard

Aspect	Beehive Dashboard	Live Dashboard
Purpose	Testing/Sandbox environment	Production application
Data	Test data only (29-day limit)	Real business data
Channels	Test channel connections	Live channel connections (WhatsApp, Email, etc.)
Access	Available during setup period	Persistent (as long as account active)
Billing	No charges during 29 days	Active billing based on plan + add-ons
Migration	Data can be migrated to Live	N/A - already live
UI Indicator	Banner: "Setup mode - X days left"	No banner, full access

🗂️ Core Modules

📥 Inbox Module

Multi-channel unified inbox for conversations across WhatsApp, Email, Instagram, Telegram, Facebook Messenger, and more.

General Inbox Team Inbox

→ View Inbox Architecture

🤖 Automations Module

Create, manage, and monitor automated workflows for sales, support, retention, and re-engagement.

Template Library Beezora AI

→ View Automations Architecture

👥 CRM Module

Complete contact relationship management with lists, tags, custom fields, communication history, tasks, and documents.

360° Contact View Advanced Filters

→ View CRM Architecture

📊 Main Dashboard

Central hub with insights, KPIs, settings, brand kit customization, plan management, and team administration.

Insights Brand Kit

→ View Dashboard Architecture

⚙️ Operations & Admin

Internal operations management with tasks, leads, reports, templates, and industry-specific modules.

10+ Industries Advanced Reports

→ View Operations Architecture

🧪 Beehive Dashboard

Safe testing environment (29-day sandbox) to experiment with features before going live with real data.

Testing Mode Data Migration

→ View Beehive Architecture

🧭 FRAME 2: Navigation Architecture

🎨 Application Layout Structure

🐝 UnifiedBeez

🔍 Global Search

🔔 ⚙️ 👤

📊 Dashboard

📥 Inbox

🤖 Automations

👥 CRM

🏢 Operations

⚙️ Settings

📊

Main Content Area

Dynamic content based on selected module

Dashboard Widgets Inbox Messages CRM Contacts

Visual representation of the Live Dashboard application layout with top navigation bar, left sidebar menu, and dynamic main content area

🗂️ Left Sidebar Navigation

Menu Item	Icon	Description	Sub-items
Dashboard	📊	Home screen with insights and KPIs	None (single view)
Inbox	📥	Unified multi-channel conversations	General Inbox, Team Inbox, Inbox Settings
Automations	🤖	Workflow automation library	Automation Library, Active Automations, Create New
CRM	👥	Contact relationship management	Contacts, Lists, Tags, Merge Fields
Operations & Admin	⚙️	Internal ops and industry modules	Tasks, Leads, Reports, Templates, Industry Modules
Settings	⚙️	Account configuration (bottom of sidebar)	Profile, Preferences, Security, Team, Channels, Billing

🔝 Top Bar Components

🔍 Global Search

Search Across:

Contacts (name, email, phone)
Conversations (message content)
Tasks (title, description)
Automations (name)
Templates (name, content)

Keyboard Shortcut: Ctrl+K / Cmd+K

🔔 Notifications

Notification Types:

New messages (Inbox)
Automation triggers/completions
Task assignments/due dates
Team activity
System alerts

Badge: Red counter for unread count

👤 User Profile Menu

Dropdown Items:

Profile - View/edit personal information
Settings - Quick access to settings
Switch to Beehive - Go to testing environment (if available)
Help & Documentation - Support resources
Log Out - Sign out of account

📑 Settings Navigation Hierarchy

⚙️ Settings Navigation - Complete Hierarchy

👤 Profile

• Personal Information (Name, Email)
• Profile Picture
• Business Role

🎨 Preferences

• Language
• Timezone
• Theme (Light/Dark)
• Display Preferences

🔔 Notifications

• Email Notifications
• In-app Alerts
• SMS Notifications
• Frequency Settings

🔒 Security

• Change Password
• Two-Factor Authentication
• API Keys
• Session Management

📱 Channels

• WhatsApp
• Email
• Instagram
• Telegram
• Other Integrations

👥 Team

• Team Members List
• Invite Members
• Role Management
• Permissions

💳 Billing & Plan

• Current Plan
• Usage & Metrics
• Add-ons
• Payment Method
• Invoices

🎭 Modal Patterns

Consistent modal usage across all modules:

Modal Type	Purpose	Example
Create Modal	Add new entity	Create Contact, Create Task, Create Automation
Edit Modal	Modify existing entity	Edit Contact Details, Edit Template
Detail Modal	View full information	View Automation Details, View Report
Confirmation Modal	Confirm destructive action	Delete Contact, Archive Conversation
Filter Modal	Apply advanced filters	Filter Contacts by Tags/Status, Filter Tasks by Priority

🗄️ FRAME 3: Data Model Overview

🎯 Core Entities

The Live Dashboard data model is built around these primary entities:

👤 Contact

Central entity - All activities link to contacts

Key Fields:

First Name, Last Name
Email, Phone
Status (Active, Unconfirmed, Unsubscribed, Bounced)
Created Date, Last Activity
Custom Merge Fields

Relationships:

Has many Conversations
Has many Tasks
Belongs to many Lists
Has many Tags
Has many Communications
Has many Documents
Has many Activities

💬 Conversation

Multi-channel message threads

Key Fields:

Channel Type (WhatsApp, Email, etc.)
Status (Active, Resolved, Closed)
Assigned To (Team/Individual)
Labels/Tags
Last Message Timestamp
Unread Count

Relationships:

Belongs to Contact
Has many Messages
Assigned to Team/User
Has many Attributes

✅ Task

Action items for contacts/operations

Key Fields:

Title, Description
Status (Active, Completed, Overdue)
Priority (Low, Medium, High)
Due Date
Assigned To
Category

Relationships:

Linked to Contact (optional)
Assigned to User
Has Owner

🤖 Automation

Automated workflow instances

Key Fields:

Name, Description
Status (Active/Inactive)
Trigger Conditions
Actions Sequence
Owner
Execution History

Relationships:

Based on Template
Has many Executions
Acts on Contacts/Conversations

📋 List

Contact segmentation groups

Key Fields:

List Name
Contact Count
Created Date
Last Updated

Relationships:

Has many Contacts (many-to-many)
Used in Automations (filters)

🏷️ Tag

Contact/conversation labels

Key Fields:

Tag Name
Color
Usage Count

Relationships:

Applied to many Contacts
Applied to many Conversations
Used in Filters/Reports

📝 Template

Reusable message/workflow templates

Types:

WhatsApp Templates (approval status)
General Templates
Preset Templates
Automation Templates
Task Templates

Relationships:

Used in Conversations
Used in Automations
Has Owner/Creator

📊 Report

Analytics and insights

Types:

Campaign Reports
Automation Reports
Contact Reports
WhatsApp Reports
Sales Engagement Reports

Relationships:

Aggregates Contact data
Aggregates Conversation data
Aggregates Automation executions

🔗 Entity Relationship Diagram (Simplified)

🔗 Simplified Entity Relationships - System Overview

👤 CONTACT (Central Entity)

💬 has many → CONVERSATIONS → has many → MESSAGES

✅ has many → TASKS

📞 has many → COMMUNICATIONS (calls, emails, etc.)

📄 has many → DOCUMENTS

📊 has many → ACTIVITIES (audit log)

📋 belongs to many → LISTS

🏷️ has many → TAGS

⚡ AUTOMATIONS

• acts on → Contacts
• acts on → Conversations
• has → Execution History

📝 TEMPLATES

• used in → Messages
• used in → Automations
• has → Owner

📊 REPORTS

• aggregates → Contact data
• aggregates → Conversation metrics
• aggregates → Automation performance

📦 Shared Data Across Modules

Entity	Used in Inbox	Used in CRM	Used in Automations	Used in Operations
Contact	✅ Conversation participants	✅ Primary entity	✅ Automation targets	✅ Task assignments
Tags	✅ Conversation labels	✅ Contact categorization	✅ Trigger conditions	✅ Report filters
Templates	✅ Quick replies	✅ Email templates	✅ Automation actions	✅ Task templates
Team Members	✅ Conversation assignment	✅ Contact ownership	✅ Automation owners	✅ Task assignment

🔐 FRAME 4: Multi-Tenancy & Permissions

👥 User Role Model

Role	Description	Permissions	Use Case
Account Owner	Creator of the account	✅ Full access to all features ✅ Billing & plan management ✅ Add/remove team members ✅ Delete account	Business owner, Primary admin
Admin	Secondary administrator	✅ Manage contacts, automations, settings ✅ Invite team members ✅ View reports ❌ Cannot delete account ❌ Limited billing access	Operations manager, Team lead
Member	Regular team member	✅ Access inbox conversations ✅ Manage assigned contacts ✅ Create tasks ✅ View automations ❌ Cannot manage team ❌ Cannot change billing	Sales rep, Support agent
Viewer	Read-only access	✅ View contacts ✅ View reports ✅ View conversations (assigned) ❌ Cannot create/edit/delete ❌ Cannot send messages	Auditor, Stakeholder

🏢 Account Types & Multi-Tenancy

Individual Account

Plan: Personal

Structure:

Single user (Account Owner)
No team collaboration features
All data owned by single user
Simplified permissions

Database Isolation:

organizationId = userId
No team_members table entries

Team Account

Plans: Business, Premium, Organisation

Structure:

Multiple users (Owner + Admins + Members + Viewers)
Team collaboration (Team Inbox, shared contacts)
Data owned by organization
Role-based permissions

Database Isolation:

organizationId (shared across team)
team_members table tracks users
Row-level security by organizationId

🔒 Feature Access by Plan

Feature	Personal	Business	Premium	Organisation
Inbox (Channels)	✅ 1 WhatsApp	✅ 3 WhatsApps	✅ 5 WhatsApps	✅ Unlimited
Team Members	❌ 1 user only	✅ Up to 5	✅ Up to 15	✅ Unlimited
Contacts	✅ 500	✅ 5,000	✅ 25,000	✅ Unlimited
Automations	✅ 5 active	✅ 20 active	✅ 50 active	✅ Unlimited
Beezora AI	❌ Not included	✅ Add-on (£20/mo)	✅ Included	✅ Included
Industry Modules	❌ Not available	✅ 1 module	✅ 3 modules	✅ All modules
Brand Kit	❌ Not available	✅ Basic	✅ Full	✅ Full + White-label
Reports	✅ Basic	✅ Standard	✅ Advanced	✅ Enterprise

🎛️ Permission Matrix by Module

Module	Owner	Admin	Member	Viewer
Inbox - Send Messages	✅	✅	✅	❌
Inbox - View All Conversations	✅	✅	⚠️ Assigned only	⚠️ Assigned only
CRM - Create Contacts	✅	✅	✅	❌
CRM - Delete Contacts	✅	✅	❌	❌
Automations - Create	✅	✅	⚠️ With approval	❌
Automations - Enable/Disable	✅	✅	❌	❌
Settings - Billing	✅	⚠️ View only	❌	❌
Settings - Team Management	✅	✅	❌	❌
Reports - View	✅	✅	✅	✅
Reports - Export	✅	✅	⚠️ Assigned data only	❌

🔒 Database-Level Security

Row-Level Security (RLS) Implementation:

Every table has organizationId column
PostgreSQL RLS policies filter by organizationId
Additional user-level filtering based on role
API endpoints validate permissions before database access

Example RLS Policy:

CREATE POLICY organization_isolation ON contacts
FOR ALL
USING (organizationId = current_setting('app.current_organization_id')::uuid);

CREATE POLICY user_role_filter ON conversations
FOR SELECT
USING (
  organizationId = current_setting('app.current_organization_id')::uuid
  AND (
    current_setting('app.current_user_role') IN ('owner', 'admin')
    OR assignedTo = current_setting('app.current_user_id')::uuid
  )
);

🔌 FRAME 5: Integration Architecture

📡 External Channel Integrations

💬 WhatsApp Business

Integration Type: WhatsApp Business API

Features:

Send/receive messages
Template messages (approval required)
Media support (images, documents, audio)
Read receipts & typing indicators
Group messaging

Configuration:

WhatsApp Business Account ID
Phone Number ID
Access Token
Webhook URL for callbacks

📧 Email

Integration Type: SMTP/IMAP + Gmail/Outlook OAuth

Features:

Send/receive emails
Thread conversation tracking
Attachment support
Email templates
Scheduling

Configuration:

SMTP settings (host, port, credentials)
IMAP settings for receiving
OAuth for Gmail/Outlook

📷 Instagram

Integration Type: Instagram Graph API

Features:

Direct message management
Comment replies
Story mentions
Media sharing

Configuration:

Facebook Page connection
Instagram Business Account
Access Token

✈️ Telegram

Integration Type: Telegram Bot API

Features:

Bot messaging
Group chat support
File transfers
Inline keyboards

Configuration:

Bot Token (from BotFather)
Webhook URL

💙 Facebook Messenger

Integration Type: Messenger Platform API

Features:

Send/receive messages
Quick replies
Postback buttons
Media attachments

Configuration:

Facebook Page
App ID & Secret
Page Access Token

📱 SMS (Twilio)

Integration Type: Twilio API

Features:

Send/receive SMS
Phone number provisioning
Delivery status tracking
MMS support

Configuration:

Account SID
Auth Token
Phone Numbers

🔗 Third-Party Integrations

Integration	Type	Purpose	Authentication
Shopify	E-commerce	Order sync, customer data, inventory	OAuth 2.0
Stripe	Payment	Payment processing, subscription billing	API Key
Google Calendar	Calendar	Appointment scheduling, reminders	OAuth 2.0
Zapier	Automation	Connect with 3,000+ apps	API Key + OAuth
Google Sheets	Data Export	Export contacts, reports to sheets	OAuth 2.0
OpenAI	AI	Beezora AI, content generation	API Key

🌐 API Architecture

📍 API Base URL

https://api.unifiedbeez.com/v1

Authentication: Bearer Token (JWT)

Rate Limiting: 1000 requests/hour per organization

API Endpoint Structure:

GET    /api/v1/{module}/{entity}           - List entities
GET    /api/v1/{module}/{entity}/{id}      - Get single entity
POST   /api/v1/{module}/{entity}           - Create entity
PUT    /api/v1/{module}/{entity}/{id}      - Update entity
PATCH  /api/v1/{module}/{entity}/{id}      - Partial update
DELETE /api/v1/{module}/{entity}/{id}      - Delete entity

Examples:
GET    /api/v1/crm/contacts
GET    /api/v1/inbox/conversations
POST   /api/v1/automations/execute
PUT    /api/v1/settings/profile/{userId}

🪝 Webhook System

Event Type	Payload	Webhook URL Format
message.received	{conversationId, message, sender, channel}	/webhooks/inbox/message
contact.created	{contactId, contactData, source}	/webhooks/crm/contact-created
automation.completed	{automationId, contactId, result}	/webhooks/automations/completed
task.due	{taskId, assignedTo, dueDate}	/webhooks/tasks/due

📚 FRAMES 6-15: Additional Architecture Components

📝 Documentation Structure

The remaining frames (6-15) cover specialized architectural topics. For complete details on each topic, please refer to the specific module documentation pages.

📋 Frame 6: State Management Patterns

Coverage: Modal states, Table/List states, Form states, Real-time updates (WebSocket)

→ See WebSocket Implementation in Inbox Module

🔍 Frame 7: Filter & Search Architecture

Coverage: Global search, Section-specific filters, Bulk action patterns, Advanced query builder

→ See CRM Filter Architecture

📊 Frame 8: Reporting & Analytics System

Coverage: Report types (Campaigns, Automations, Contacts, WhatsApp, Sales), Metrics tracking, Export capabilities, Scheduled reports

→ See Complete Reporting Architecture

🏭 Frame 9: Industry Module Framework

Coverage: Extensibility model, Template-based approach, Industry-specific fields (Healthcare, Restaurant, Real Estate, etc.), Workflow customization

→ See Industry Modules Documentation

🤖 Frame 10: AI Integration (Beezora)

Coverage: Personality configuration, Knowledge base, Natural language processing, Automation suggestions, OpenAI GPT-4 integration

→ See Beezora AI Architecture

💳 Frame 11: Billing & Feature Tiering

Coverage: Plans structure (Personal, Business, Premium, Organisation), Add-ons system (Seats, AI Assistant, Twilio, etc.), Usage tracking, Payment integration (Stripe)

→ See Billing Architecture

🎨 Frame 12: Brand Customization System

Coverage: Brand Kit (Logo, Colors, Fonts, Social media), Template theming, Email branding, White-label capabilities

→ See Brand Kit Architecture

🔔 Frame 13: Notification System

Coverage: Notification types (Messages, Automations, Tasks, System), Delivery channels (Email, In-app, SMS, Push), User preferences, Real-time alerts

→ See Notification Architecture

☁️ Frame 14: AWS Infrastructure (Live Dashboard)

Coverage: Additional AWS services beyond onboarding, Scaling considerations, Cost optimization, Performance monitoring

🏗️ AWS Services Used

Compute:

ECS Fargate (containerized services)
Lambda (serverless functions)

Database:

RDS PostgreSQL (primary database)
ElastiCache Redis (caching & sessions)

Storage:

S3 (media files, documents, backups)

Networking:

API Gateway (API management)
CloudFront (CDN)
Route 53 (DNS)

Monitoring:

CloudWatch (logs & metrics)
X-Ray (tracing)

Security:

Secrets Manager (API keys, credentials)
WAF (firewall)

🛡️ Frame 15: Security & Compliance

Coverage: GDPR compliance (extends from onboarding), Data retention policies, Audit logging, API security, Encryption at rest & in transit

🔐 Security Measures

Security Layer	Implementation
Authentication	JWT tokens, OAuth 2.0, 2FA support
Authorization	Role-based access control (RBAC), Row-level security (RLS)
Data Encryption	At Rest: AES-256 (RDS, S3) In Transit: TLS 1.3
API Security	Rate limiting, Input validation, CORS policies, API key rotation
Audit Logging	All user actions logged with timestamp, user ID, IP address
GDPR Compliance	Right to Access (GET /api/data-export) Right to Erasure (DELETE /api/account-deletion) Data Portability (CSV/JSON export) Consent Management (tracked in database)

⚠️ Data Retention Policy

Conversations: Retained for 90 days after resolution
Contacts: Retained until manually deleted or account closure
Tasks: Archived 30 days after completion
Automation Logs: Retained for 180 days
Audit Logs: Retained for 2 years (compliance)
Deleted Data: Soft-deleted for 30 days, then permanently removed

🚀 Next Steps & Related Documentation

📖 Module-Specific Documentation

📥 Inbox Module

Complete architecture for multi-channel conversations

12 Frames covering all inbox features
30+ API endpoints documented
5 Database tables with schemas
WhatsApp, Email, Instagram integration details

→ View Inbox Architecture

🤖 Automations Module

Complete automation engine architecture

10 Frames covering automation system
20+ API endpoints documented
4 Database tables with schemas
Beezora AI integration for automation creation

→ View Automations Architecture

👥 CRM Module

Complete contact relationship management architecture

14 Frames covering CRM features
40+ API endpoints documented
8 Database tables with schemas
Lists, Tags, Merge Fields, Communications, Tasks

→ View CRM Architecture

📊 Main Dashboard

Dashboard, Settings, Brand Kit, Billing architecture

13 Frames covering main dashboard
35+ API endpoints documented
7 Database tables with schemas
Insights, Brand Kit, Plan management, Team

→ View Dashboard Architecture

⚙️ Operations & Admin

Internal operations and industry modules architecture

18 Frames covering operations features
60+ API endpoints documented
15+ Database tables with schemas
10+ Industry-specific modules documented

→ View Operations Architecture

🧪 Beehive Dashboard

Testing environment architecture

8 Frames covering Beehive features
15 API endpoints documented
3 Database tables with schemas
Data migration and "Go Live" process

→ View Beehive Architecture

🗺️ Complete System Map

🌐 Navigate the Entire UnifiedBeez Architecture

For a comprehensive view of the entire system including onboarding, testing, and production environments:

🗺️ View Complete Architecture Map

📊 Architecture Statistics

Component	Count	Status
Total HTML Pages	13	Complete
Total Documentation Frames	105	In Progress
Backend Services	45+	Documented
Database Tables	70+	Documented
API Endpoints	300+	Documented
Channel Integrations	15+	Documented
Industry Modules	10+	Documented
UI Screens Analyzed	600+	Complete

📝 Documentation Status

Last Updated: October 23, 2025

Version: 1.0

Prepared By: Claude (Architecture Documentation Agent)

Total Lines: 15,000+ lines of comprehensive documentation

Live Dashboard Architecture Overview

📋 FRAME 1: Live Dashboard Architecture Overview

🎯 What is the Live Dashboard?

📌 User Journey to Live Dashboard

🎨 Live Dashboard vs Beehive Dashboard

🗂️ Core Modules

📥 Inbox Module

🤖 Automations Module

👥 CRM Module

📊 Main Dashboard

⚙️ Operations & Admin

🧪 Beehive Dashboard

🔗 See Also

🧭 FRAME 2: Navigation Architecture

🎨 Application Layout Structure

🗂️ Left Sidebar Navigation

🔝 Top Bar Components

🔍 Global Search

🔔 Notifications

👤 User Profile Menu

📑 Settings Navigation Hierarchy

⚙️ Settings Navigation - Complete Hierarchy

🎭 Modal Patterns

🔗 See Also

🗄️ FRAME 3: Data Model Overview

🎯 Core Entities

👤 Contact

💬 Conversation

✅ Task

🤖 Automation

📋 List

🏷️ Tag

📝 Template

📊 Report

🔗 Entity Relationship Diagram (Simplified)

🔗 Simplified Entity Relationships - System Overview

📦 Shared Data Across Modules

🔗 See Also

🔐 FRAME 4: Multi-Tenancy & Permissions

👥 User Role Model

🏢 Account Types & Multi-Tenancy

Individual Account

Team Account

🔒 Feature Access by Plan

🎛️ Permission Matrix by Module

🔒 Database-Level Security

🔗 See Also

🔌 FRAME 5: Integration Architecture

📡 External Channel Integrations

💬 WhatsApp Business

📧 Email

📷 Instagram

✈️ Telegram

💙 Facebook Messenger

📱 SMS (Twilio)

🔗 Third-Party Integrations

🌐 API Architecture

📍 API Base URL

🪝 Webhook System

🔗 See Also

📚 FRAMES 6-15: Additional Architecture Components

📝 Documentation Structure

📋 Frame 6: State Management Patterns

🔍 Frame 7: Filter & Search Architecture

📊 Frame 8: Reporting & Analytics System

🏭 Frame 9: Industry Module Framework

🤖 Frame 10: AI Integration (Beezora)

💳 Frame 11: Billing & Feature Tiering

🎨 Frame 12: Brand Customization System

🔔 Frame 13: Notification System

☁️ Frame 14: AWS Infrastructure (Live Dashboard)

🏗️ AWS Services Used

🛡️ Frame 15: Security & Compliance

🔐 Security Measures

⚠️ Data Retention Policy

🔗 See Also

🚀 Next Steps & Related Documentation

📖 Module-Specific Documentation

📥 Inbox Module

🤖 Automations Module