ProblemSmall businesses lose website visitors without capturing them as leads. The tools that exist are either too expensive (Salesforce, HubSpot at scale), too generic (no built-in lead capture), or disconnected (chatbot, CRM, and billing are three separate products stitched together).
ResearchIdentified three gaps: solo founders cannot afford per-seat enterprise pricing; standard CRMs have no website lead capture built in; and the setup required is too complex for a business owner without a developer.
Requirements (PRD)Embeddable chatbot widget (single script tag), lead inbox with overflow-and-unlock model, CRM pipeline (contacts, deals, tasks), autoresponder email sequences, Stripe-powered tiered billing with pay-per-lead unlocks, and role-based access (User, Admin, Developer).
Architecture DecisionMulti-tenant SaaS: each business account has isolated data, its own chatbot configuration, and independent billing. React 18 frontend, Base44 (Deno-based serverless) for the backend and entity store, Stripe for subscriptions and per-lead payments, Resend for transactional email, OpenRouter with Claude and Gemini powering the chatbot AI. The chatbot ships as a standalone embeddable JS widget, separate from the main app bundle.
AI-Assisted ImplementationEach module scaffolded with AI assistance, output reviewed, gaps identified, corrections specified, then retested. Human sign-off at each module before moving on. AI provider cost monitored via a built-in pricing governance dashboard.
Responsible AIChatbot conversations are rule-scoped: AI cannot take actions outside its defined flow. Role-based access enforced throughout (User, Admin, Developer). Stripe environment switching (Test vs Live) requires explicit developer-level action with full audit logging. Overflow lead expiry emails give business owners 48h and 24h warnings before leads are permanently removed.
IterationFive real pain points drove post-launch additions: losing website visitors (added chatbot widget); cost barrier (free tier with overflow model); attribution blind spots (UTM, Google Ads click ID, Meta Pixel tracking); onboarding friction (guided setup, under 10 minutes to first lead); and account recovery (structured deletion cooldown and re-registration flow).
MVPChatbot widget + lead inbox + CRM pipeline + Stripe billing deployed. Tiered plans (Free, Starter, Pro, Business, Enterprise) live. Smart Chatbot AI add-on and message top-up packs in the roadmap.