Files
smart-support/ceo-plan.md
Yaojia Wang f93e8baef1 feat: initial project setup with planning docs
Smart Support - AI customer service action layer framework.
Includes design doc, CEO plan, eng review, test plan, and README.
2026-03-29 21:11:36 +02:00

3.7 KiB

status
status
ACTIVE

CEO Plan: Smart Support — AI Customer Service Action Layer Framework

Generated by /plan-ceo-review on 2026-03-29 Branch: unknown | Mode: SCOPE EXPANSION Repo: smart-support

Vision

10x Check

A framework that comes alive the moment a client connects their system. Client pastes an OpenAPI spec URL, the framework auto-generates MCP tool wrappers and agent definitions, and a working chatbot appears in minutes. Every conversation is logged with full replay capability. Analytics dashboard shows ROI in real-time. The client doesn't configure anything. They paste a URL.

Platonic Ideal

Open smart-support.com. Paste your Shopify store URL. In 90 seconds, a chat widget appears connected to your store. Type "cancel order #1042" and watch the agent look up the order, ask for confirmation, and cancel it. No setup. No config. No code. Deploy to Zendesk with one click. Dashboard shows 60% automated resolution rate and $4,200/month savings. Sleep at night knowing every destructive action requires human approval, every action is logged, and the system pages you if something unusual happens.

Scope Decisions

# Proposal Effort Decision Reasoning
1 Auto-discovery from OpenAPI specs L (CC: ~3-4 days) ACCEPTED 10x differentiator. "Paste URL, get chatbot."
2 Conversation analytics dashboard M (CC: ~2-3 days) ACCEPTED Proves ROI. Makes the product sticky.
3 Agent personality config (YAML) S (CC: ~1 hour) ACCEPTED Near-zero cost, customizable feel.
4 Conversation replay / debugger M (CC: ~2 days) ACCEPTED Trust = adoption. Clients need to see WHY.
5 Webhook escalation to Slack/email S (CC: ~1 hour) ACCEPTED Bridge between AI-only and human-in-the-loop.
6 Quick-start vertical templates S (CC: ~30 min) ACCEPTED First 5 minutes feel magical.

Accepted Scope (added to this plan)

  • Auto-discovery: parse OpenAPI/Swagger specs, generate MCP tool wrappers + agent YAML
  • Analytics dashboard: resolution rate, turns, agent usage, common intents, escalation %
  • Agent personality: tone/greeting/escalation style configurable in YAML
  • Conversation replay: step-by-step replay of agent decisions, tool calls, results
  • Webhook escalation: HTTP POST with full conversation context on escalation
  • Vertical templates: pre-built YAML for e-commerce, SaaS, fintech

Revised Phasing (with expansions)

  • Phase 1 (Week 1): Chat UI (React) + FastAPI + LangGraph graph with PostgresSaver checkpointer + agent registry from YAML + single mock agent + agent personality config + tests
  • Phase 2 (Week 2): Multi-agent supervisor (uses registry from Phase 1) + vertical templates (e-commerce, SaaS, fintech) + interrupt() for write ops + webhook escalation + tests
  • Phase 3 (Week 2-3): OpenAPI auto-discovery: parse spec (REST, OpenAPI 3.0+), generate tool wrappers + agent YAML. SSRF protection on URL import. Pluggable tool interface (MCP/CLI/API backends).
  • Phase 4 (Week 3-4): Conversation replay UI (browsable checkpointer state) + analytics dashboard (resolution rate, agent usage, escalation %, conversation count). PostgreSQL schema for conversation data locked in Phase 1.
  • Phase 5 (client engagement): Real connectors for first client's systems.

Dependencies resolved: Agent registry ships in Phase 1 (before supervisor in Phase 2). Conversation data schema locked in Phase 1 so Phase 4 analytics can query it without migration.

Deferred to TODOS.md

  • (none — all proposals accepted)

Effort Estimate

  • Original: 3 weeks (1 engineer)
  • With expansions: 4-5 weeks (1 engineer). The expansions add ~1.5-2 weeks.
  • With CC+gstack: 2-3 weeks realistic.