v1.0 Dashboard Public Profile GitHub
Version History

Changelog

Version history for KaiVox AI. All 18 phases were built between May 2026 and May 2026 in a single rapid development sprint.

v1.0.0 — May 2026

Initial 18-phase build complete. Full platform from authentication to public profiles, built on Laravel 11 + PHP 8.2.

Phase 1 — Foundation

  • Multi-tenant database architecture with tenant_id on all tables
  • World User auth (register, login, onboarding wizard) — web guard
  • Super Admin auth — separate super_admin guard at /super-admin
  • Base layouts: world user dashboard sidebar + super admin panel
  • Tenant onboarding wizard with industry selection

Phase 2 — Voice AI

  • Vobiz webhook handler (answer, input, hangup) — full XML response flow
  • Twilio webhook handler (answer, gather, status)
  • ConversationEngine with OpenAI GPT-4o integration
  • Call session management — conversation history stored across turns
  • Call logs with full transcripts
  • Post-call sentiment analysis (positive/neutral/negative)
  • AI conversation quality scoring (0–100)
  • Call coaching dashboard
  • AI prompt versioning
  • Voice A/B testing
  • Custom conversation flows builder
  • AI persona editor (name, tone, greeting, escalation message)
  • Emergency escalation + human handoff
  • Healthcare demo (doctor list, slots, booking via voice)

Phase 3 — Scheduling

  • Appointment CRUD (create, edit, update, cancel, complete)
  • Calendar view (monthly) with today's agenda
  • Available slots API per staff + date + duration
  • Staff management with availability hours
  • Holiday blackout dates + emergency closures
  • Services catalog with sort order and pricing
  • Multi-location support
  • Google Calendar one-way sync (KaiVox → Google) via Guzzle REST
  • OAuth2 connect/disconnect UI with token refresh

Phase 4 — CRM & Customer Retention

  • Customer profiles with segmentation (lead/active/inactive/VIP)
  • Customer CRUD with booking history + call transcript links
  • Lead Pipeline (5 stages: New → Contacted → Appointment Set → Converted → Lost)
  • Missed-call recovery queue with manual SMS or mark-handled
  • Review request SMS (one-click from customer profile)
  • Revenue/LTV display (total_spent on customer profile)
  • Auto-promote to VIP at 10+ appointments
  • Auto-mark inactive after 6 months no activity
  • [2026-05-21] Loyalty programs — loyalty_programs + loyalty_transactions tables, LoyaltyService, dashboard at /loyalty. Points earned on appointment complete. Tier system (bronze/silver/gold/platinum). Tenant feature-gated.
  • [2026-05-21] Satisfaction surveys — auto-sent SMS on appointment complete, unique token public respond page, 1–5 star rating, dashboard at /surveys.
  • [2026-05-21] Referral system — unique code per customer, track pending→converted→rewarded, award loyalty points, leaderboard at /referrals.
  • [2026-05-21] Churn prediction — 0–100 heuristic score per customer (recency, frequency, status, calls, spend). Churn risk shown on customer profile.
  • [2026-05-21] Reactivation campaigns — ReactivationService sends "We miss you" SMS to customers inactive 60+ days, throttled 30 days.
  • [2026-05-21] Automated upsells — post-appointment SMS with service name + booking link, throttled 7 days.

Phase 5 — Omnichannel Communication

  • Unified inbox UI with per-customer thread view
  • SMS sending via Twilio (SmsService)
  • WhatsApp sending via Twilio (WhatsAppService)
  • Inbound SMS + WhatsApp webhooks
  • Message templates (DB-backed, per-tenant customisable)
  • Notification settings page (toggle auto-send, edit templates)
  • Auto appointment reminders (hourly scheduler — 24h before)
  • Missed-call follow-up scheduler (every 15 min)
  • MessagingConfigService with health checks and tenant-friendly errors

Phase 6 — Analytics Dashboard

  • KPI cards with previous period comparison (% change)
  • Answer rate + call-to-booking conversion rate
  • Daily line chart (calls + appointments over time)
  • Peak hours heatmap (hour × day-of-week)
  • Channel distribution, appointment status breakdown
  • Staff efficiency table
  • Missed leads list, top customers, appointment source
  • Repeat booking rate, churn risk list, top services bar chart
  • Holiday impact table
  • Date range filters (7d/30d/this month/last month/year)
  • Super Admin platform-wide analytics

Phase 7 — Billing System

  • Subscription plan management (Starter/Pro/Enterprise) — Super Admin CRUD
  • Wallet top-up via Stripe (global) and Razorpay (India)
  • Per-minute usage deduction from quota then wallet
  • Invoice and billing history page
  • [2026-05-21] Dynamic Pricing Control — schedule or immediately apply price changes for any plan metric (monthly, yearly, per-minute, per-SMS, per-WhatsApp). Audit trail in pricing_changes table. Tenant notice banner on dashboard + billing page. Yearly plan holders protected: current cycle unaffected.
  • Plan upgrade/downgrade flows
  • BillingService wired into Vobiz + Twilio hangup handlers

Phase 8 — Industry Vertical Packs

  • 12 vertical packs: Medical, Dental, Mental Health, Beauty, Home Services, Restaurant, Automotive, Hospitality, Education, Legal, Fitness, Real Estate
  • Super Admin edit UI for AI prompts and compliance tags
  • Tenant pack selector with preview
  • IndustryPackService: seeds services + updates AI persona on pack activation
  • ConversationEngine reads AI prompt from DB (not hardcoded)

Phase 9 — Enterprise / White Label

  • Agency dashboard with multi-client overview
  • Invite clients by email (pending/accepted/rejected/left flow)
  • Client impersonation — agency manages client account with orange banner
  • Custom branding per tenant (logo upload, color picker, tagline)
  • Franchise hierarchy DB (account_type + parent_tenant_id)
  • Tenant model helpers: isAgency(), isFranchiseParent(), isFranchiseChild()
  • [2026-05-21] White Label Mode — white_label_mode + white_label_config on tenants. WhiteLabelService. Settings at /agency/white-label. Reseller rate per minute control.
  • [2026-05-21] Agency Invoice Generator — agency_invoices table. Generate from real usage data. Draft→Sent→Paid workflow. Printable invoice view at /agency/invoices.
  • [2026-05-21] Client Health Score — 0–100 score per agency client (wallet, calls, bookings, status, last active). Color-coded labels: Healthy/Fair/At Risk/Critical.
  • [2026-05-21] Feature Toggle System — features_enabled JSON on tenants, 13 features across 5 categories, plan-tier gating, Settings → Features page, sidebar items conditionally shown, controller-level 403 guards.

Phase 10 — Local Intelligence Engine

  • Holiday database: 98 holidays seeded across India, US, UK, UAE, SG, AU
  • Religious holidays engine (Hindu, Muslim, Christian, Sikh, Jewish, Jain)
  • Regional festivals calendar (state-specific for India)
  • Local language packs (Hindi, Tamil, Arabic, English)
  • Cultural greeting logic (Namaste, Assalamu Alaikum, etc.)
  • Weather disruption support via Open-Meteo free API
  • LocalIntelligenceService wired into ConversationEngine
  • Settings UI: Local Intelligence tab with upcoming holidays panel

Phase 11 — Knowledge Brain

  • Tenant-managed FAQ, SOP, pricing, policy, promotion, general categories
  • URL scraper (Guzzle) and file upload (.txt/.md/.csv/.pdf) → pre-fills Add modal
  • Priority system for AI injection order
  • FULLTEXT MySQL index for keyword search at call time
  • KnowledgeService::buildAiContext() wired into ConversationEngine
  • AI Preview showing exact injected text with char/token count

Phase 12 — Front Desk Physical Replacement

  • Visitor check-in system (name, phone, purpose)
  • Queue/token management (T-001, T-002... auto-incrementing daily)
  • Kiosk mode at /kiosk/{slug} — no auth, touch-friendly
  • Digital display screen at /display/{slug} — dark TV mode, 8s live polling
  • Queue dashboard with call next, skip, serve, done, left actions
  • Today's stats: waiting, serving, served, avg wait time

Phase 13 — Security & Compliance

  • RBAC with OwnerOnly middleware
  • Audit trail: AuditService logs login, logout, settings changes, data exports
  • Security HTTP headers middleware (HSTS, X-Frame-Options, CSP etc.)
  • GDPR data export (Customers, Appointments, Call Logs — CSV)
  • Audit log viewer with colour-coded events, IP addresses, timestamps
  • Audit log purge (older than 90/180/365 days)

Phase 14 — AI Operational Layer

  • Automation rules engine with 10 trigger types and 6 action types
  • Visual workflow builder UI (trigger → condition → action)
  • AutomationService condition checker + action dispatcher
  • IntentRouter — keyword-based 9-intent detection
  • FailoverService wrapping every OpenAI call
  • AiActionLog for every intent, response, escalation, failover event
  • Human escalation queue dashboard with priority levels

Phase 15 — API & Integration Marketplace

  • 16 REST API v1 endpoints across 5 resources
  • API key authentication (Bearer / X-API-Key / query param)
  • API key management UI (generate, revoke, delete)
  • Webhook system with HMAC-SHA256 signing
  • Webhook delivery log with retry (max 3 attempts)
  • Standardised JSON response format

Phase 16 — Telephony Number Management

  • DID Marketplace: browse Vobiz (India) and Twilio (Global) numbers
  • Filter by region, area code
  • One-click purchase with wallet balance check
  • Auto-configure webhook URLs on purchase
  • Number list page with status badges and capability icons
  • Number detail page with billing history
  • Monthly billing runner + BillPhoneNumbers artisan command
  • Release number flow

Phase 17 — Public Marketing Website

  • Homepage with animated call UI mockup, stats, how-it-works, industry strip, competitor comparison
  • Features page, Industries page (12 verticals + per-vertical deep links)
  • Pricing page with live usage calculator
  • Demo page, About page, Blog listing page + Blog CMS (DB-backed)
  • Contact form, Partners form, FAQ, Integrations, Use Cases, Security, Case Studies
  • Comparison pages: vs Bland AI, vs Dialzara, vs Smith.ai
  • Changelog, DPA, Careers, Status page
  • 6 legal pages dynamic from PlatformSetting
  • Dedicated marketing layout (layouts/marketing.blade.php) — Phosphor Icons, 5-column footer
  • Super Admin Contact Inquiries Inbox (/super-admin/contacts)
  • [2026-05-21] /reseller — White Label / Reseller dedicated page: mock branded dashboard hero, 3-step how-it-works, 12-module grid, revenue/margin calculator, compliance section, testimonial
  • [2026-05-21] /affiliate — Affiliate program page: earnings calculator (5/10/20/50 referrals), 4-step flow, 6 "who it's for" cards, commission table (Starter→Enterprise), 6-question FAQ
  • [2026-05-21] /developers — Developer hub: REST API overview (16 endpoints / 5 resources), live webhook payload example, HMAC signing explanation, 3 auth methods, rate limits table, "what you can build" use cases
  • [2026-05-21] Nav dropdown + footer updated: Reseller, Affiliate, Developers links added to Company and Platform sections
  • [2026-05-21] Partners page: quick-links strip added pointing to /reseller, /affiliate, /developers; dropdown updated with Reseller and Affiliate options
  • Dynamic XML sitemap expanded to 29 static URLs + all industries + live blog post URLs

Phase 18 — Public Business Profile Pages

  • GET /p/{slug} — public profile page (no auth, auto-creates profile if missing)
  • business_profiles table with cover photo, gallery, social links, SEO, announcement
  • reviews table with tenant reviews (rating, body, source, approval)
  • Profile settings UI: visibility toggle, cover photo, contact/social links, announcement, SEO
  • Industry-specific sections (emergency, crisis, legal consult, fitness trial)
  • FAQ accordion from Knowledge Brain, reviews, Google Maps embed
  • 24/7 booking sidebar, opening hours, upcoming closures
  • "Public Profile" nav item in dashboard sidebar

Mailing System — May 2026

  • 4 new DB tables: newsletter_subscribers, email_broadcasts, email_templates, email_logs
  • 11 pre-seeded email templates (welcome, trial expiry, wallet low, plan change, monthly report, etc.)
  • TransactionalMailService — interpolates templates + sends + logs every email
  • Welcome email wired into RegisterController on new user registration
  • Wallet low alert at $5 threshold — triggered inside BillingService::chargeForCall()
  • Wallet top-up confirmation email on every successful top-up
  • Trial expiry scheduler (daily 09:00): 3-day warning, 1-day warning, expired notification + auto-suspend
  • Super Admin Email Center at /super-admin/mailing: broadcast composer, subscriber list, template editor, email logs
  • Newsletter signup on marketing homepage, blog, and footer — stores in newsletter_subscribers
  • Public unsubscribe page at /newsletter/unsubscribe/{token}
  • Flash message display on all marketing pages

Post-18-Phases — 2026-05-22 / 2026-05-23

  • [2026-05-22] Rate Limiting — 5 named rate limiters configured in AppServiceProvider::configureRateLimiting(): login (5/min per email+IP), super-admin-login (5/min per IP), api-v1 (60/min per key), webhooks (120/min per IP), public-forms (10/min per IP). Applied to auth routes + API routes + webhook routes.
  • [2026-05-22] Onboarding UI Redesign — Replaced cramped two-panel onboarding layout with a clean full-screen centered card layout (layouts/onboarding.blade.php). 680px max-width card, animated mesh background, step indicator with done/active/waiting states, 13-industry grid using CSS :checked styling, plan selection with perks chips and trial badge.
  • [2026-05-23] Healthcare Demo AccountHealthcareDemoSeeder massively expanded: 6 services, 3 doctors/staff, 8 customers with CRM data (loyalty points, churn scores, pipeline stages), 13 appointments (past/today/upcoming), loyalty program + transactions, 3 annotated call transcripts, 7 working hours (Mon–Sat open), Enterprise plan, all 15 features enabled. Run: php artisan db:seed --class=HealthcareDemoSeeder. Login: demo@citycaredemo.com / Demo@1234.
  • [2026-05-23] Blog Category Filter — JS-based category filter added to /blog listing page. Filter bar with "All Posts" + unique category buttons. Posts show/hide instantly without page reload. URL hash support (/blog#Healthcare). "No results" state. Newsletter section hidden when filtered for cleaner UX.
  • [2026-05-23] Business Strategy Documentbusiness-strategy.md created with: live demo setup plan (ngrok steps), cost structure (₹1.60/min current, charge ₹3–4/min), domain migration checklist, India company registration guide (Pvt Ltd via Razorpay Rize ~₹10K), compliance guide (India/USA/UK/AU/UAE/SG), Dograh assessment.

Upcoming — v1.1 (Pre-Launch Polish)

  • Google Calendar OAuth testing on staging (needs real domain)
  • Email delivery verification on Hostinger SMTP
  • Stripe + Razorpay live keys and end-to-end payment testing
  • Full end-to-end staging test on kaivox-test.omajestic.com
  • UI polish pass on mobile responsiveness
  • Write 3–5 real blog posts via Super Admin CMS
  • Monthly report email (scheduled, pulls real analytics data)
  • Resend.com integration as SMTP alternative (no port blocking)