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🎯 Mini AI enabled CRM Platform

πŸš€ Overview

This is a Mini CRM Platform built for learning purpose. The application enables users to ingest customer/order data, build smart customer segments, run targeted campaigns, and leverage AI to enhance campaign effectiveness.

VIDEO

https://cumailin-my.sharepoint.com/:v:/g/personal/22bet10026_cuchd_in/Eci4GCReOktDsTwggcirsycB7ZogAckeQ3zWrxAToArjAw?e=OxpiUe&nav=eyJyZWZlcnJhbEluZm8iOnsicmVmZXJyYWxBcHAiOiJTdHJlYW1XZWJBcHAiLCJyZWZlcnJhbFZpZXciOiJTaGFyZURpYWxvZy1MaW5rIiwicmVmZXJyYWxBcHBQbGF0Zm9ybSI6IldlYiIsInJlZmVycmFsTW9kZSI6InZpZXcifX0%3D


πŸ›  Tech Stack

Layer Tech
Frontend Next.js, React.js
Backend Node.js, Express.js
Database MongoDB (Mongoose)
Authentication Google OAuth 2.0
Messaging Queue (Optional) Redis Streams / Kafka
AI Integration Gemini API (Google AI Studio)

✨ Features

βœ… Data Ingestion API

  • Secure REST APIs for ingesting customers and orders.
  • Postman documentation included.
  • (Bonus) Supports pub-sub architecture for async DB persistence via Redis Streams.

βœ… Campaign Builder UI

  • Build customer segments with dynamic rule builder using AND/OR logic.
  • Real-time audience preview count.
  • Drag-and-drop interface for UX enhancements.

βœ… Campaign History & Logging

  • On segment creation, start a campaign:
    • Store in communication_log.
    • Send personalized message using a mock vendor API (~90% success rate).
    • Record delivery receipt via Delivery API.

βœ… Google OAuth

  • Users must log in with Google to access segment and campaign features.

βœ… AI Integration – Powered by Gemini API

  • ✍️ Natural Language to Segment Rules
    Convert human prompts like "People who spent more than β‚Ή5,000 and inactive for 3 months" into actual filters.

  • 🧠 Message Suggestions
    Based on campaign objective (e.g., "win back inactive users"), generate 2–3 message variants.


πŸ“Š Architecture Diagram

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