Technical Specification with Agent Integration Points
Version: 2.0
Date: January 7, 2026
Platform: IntegrateWise - AI Agents Platform for Effortless Work
📊 VISUAL ARCHITECTURE OVERVIEW
┌─────────────────────────────────────────────────────────────────────────────────┐
│ INTEGRATEWISE PLATFORM │
│ "Normalize Once. Render Anywhere." │
│ │
│ One Workspace. All Your Tools. AI-Powered. │
└─────────────────────────────────────────────────────────────────────────────────┘
┌─────────────┐
│ USERS │
│ Individual │
│ Teams │
│ Enterprise │
└──────┬──────┘
│
▼
┌─────────────────────────────────────────────────────────────────────────────────┐
│ LAYER 7: PRESENTATION LAYER (Views/Lenses) │
│ ═══════════════════════════════════════════════════════════════════════════ │
│ │
│ ┌──────────────┐ ┌──────────────┐ ┌──────────────┐ ┌──────────────┐ │
│ │ Personal │ │ Work │ │ Business │ │ Customer │ │
│ │ View │ │ View │ │ View │ │ Success │ │
│ │ │ │ │ │ │ │ View │ │
│ │ • My Tasks │ │ • Team Tasks │ │ • KPIs │ │ • Health │ │
│ │ • My Ideas │ │ • Projects │ │ • Revenue │ │ • ARR/MRR │ │
│ │ • My Brain │ │ • Shared │ │ • Analytics │ │ • Churn Risk │ │
│ │ • Calendar │ │ • Documents │ │ • Workflows │ │ • Tech Health│ │
│ └──────────────┘ └──────────────┘ └──────────────┘ └──────────────┘ │
│ │
│ MODE: Full Integration (Read/Write) │ Render Only (Read-Only/Safe) │
└─────────────────────────────────────────────────────────────────────────────────┘
│
▼
┌─────────────────────────────────────────────────────────────────────────────────┐
│ LAYER 6: RENDER ENGINE (Universal Output) │
│ ═══════════════════════════════════════════════════════════════════════════ │
│ │
│ ┌─────────┐ ┌─────────┐ ┌─────────┐ ┌─────────┐ ┌─────────┐ ┌─────────┐ │
│ │ Docs │ │ Decks │ │ Emails │ │ SOPs │ │ Reports │ │ Plans │ │
│ │ │ │ │ │ │ │ │ │ │ │ │ │
│ │ Google │ │ PPTX │ │ Gmail │ │ Notion │ │ PDF │ │ Gantt │ │
│ │ Docs │ │ Gamma │ │ Outlook │ │ Coda │ │ Excel │ │ Linear │ │
│ │ Word │ │ Canva │ │ HubSpot │ │ Asana │ │ Charts │ │ Asana │ │
│ └─────────┘ └─────────┘ └─────────┘ └─────────┘ └─────────┘ └─────────┘ │
│ │
│ "Same data → Multiple formats → Any destination" │
└─────────────────────────────────────────────────────────────────────────────────┘
│
▼
┌─────────────────────────────────────────────────────────────────────────────────┐
│ LAYER 5: AI AGENT LAYER (Automation + Intelligence) │
│ ═══════════════════════════════════════════════════════════════════════════ │
│ │
│ ┌─────────────────────────────────────────────────────────────────────────┐ │
│ │ 🎯 CSM ORCHESTRATOR (Meta-Agent) │ │
│ │ ───────────────────────────────────────────────── │ │
│ │ • Aggregates data from ALL agents │ │
│ │ • Makes intelligent recommendations │ │
│ │ • Prioritizes daily work │ │
│ │ • 3x daily briefings (7AM, 12PM, 5PM) │ │
│ │ • Revenue impact analysis │ │
│ │ • Workload management │ │
│ └─────────────────────────────────────────────────────────────────────────┘ │
│ │ │
│ ┌──────────────────────┴──────────────────────┐ │
│ ▼ ▼ │
│ ┌────────────────────────────┐ ┌────────────────────────────┐ │
│ │ 10 GENERAL AGENTS │ │ 6 CS-SPECIFIC AGENTS │ │
│ │ ════════════════════ │ │ ═════════════════════ │ │
│ │ │ │ │ │
│ │ 1. Lead Qualification │ │ 1. Onboarding Agent │ │
│ │ 2. Support Triage │ │ 2. Adoption Agent │ │
│ │ 3. Email Classifier │ │ 3. Health Agent │ │
│ │ 4. Social Monitor │ │ 4. Retention Agent │ │
│ │ 5. Content Optimizer │ │ 5. Support Agent │ │
│ │ 6. Customer Health │ │ 6. CSM Orchestrator │ │
│ │ 7. Competitive Intel │ │ │ │
│ │ 8. Billing & Revenue │ │ │ │
│ │ 9. Content Strategy │ │ │ │
│ │ 10. DevOps Incident │ │ │ │
│ └────────────────────────────┘ └────────────────────────────┘ │
│ │
│ Deployment: n8n Cloud ($50/mo) + Cloudflare Workers │
└─────────────────────────────────────────────────────────────────────────────────┘
│
▼
┌─────────────────────────────────────────────────────────────────────────────────┐
│ LAYER 4: BRAIN + BRAINSTORMING LAYER (Second Brain) │
│ ═══════════════════════════════════════════════════════════════════════════ │
│ │
│ ┌─────────────────────────────────────────────────────────────────────────┐ │
│ │ 🧠 AI Chat Stream Aggregation │ │
│ │ ───────────────────────────────────────── │ │
│ │ ChatGPT │ Claude │ Gemini │ Grok │ Perplexity │ │
│ │ │ │
│ │ Secure webhooks stream AI conversations → Searchable memory │ │
│ └─────────────────────────────────────────────────────────────────────────┘ │
│ │
│ ┌─────────────────────────────────────────────────────────────────────────┐ │
│ │ 🧠 BRAIN AGENT Capabilities │ │
│ │ ───────────────────────────────────────── │ │
│ │ • Revisit and refine your thinking │ │
│ │ • Connect ideas across tools and time │ │
│ │ • Turn brainstorming → structured plans, tasks, documents │ │
│ │ • Ideas stop disappearing—start compounding │ │
│ └─────────────────────────────────────────────────────────────────────────┘ │
│ │
│ BYOM (Bring Your Own Model): Connect commercial or self-hosted models │
└─────────────────────────────────────────────────────────────────────────────────┘
│
▼
┌─────────────────────────────────────────────────────────────────────────────────┐
│ LAYER 3: AI LOADER LAYER (Data Ingestion + Transformation) │
│ ═══════════════════════════════════════════════════════════════════════════ │
│ │
│ "One-click import that preserves context and logic" │
│ │
│ ┌─────────────────────────────┐ ┌─────────────────────────────┐ │
│ │ PART A (5 Loaders) ✅ │ │ PART B (10 Loaders) 🔴 │ │
│ │ ═════════════════════ │ │ ═════════════════════ │ │
│ │ │ │ │ │
│ │ ┌───────┐ ┌───────┐ │ │ ┌───────┐ ┌───────┐ │ │
│ │ │ Slack │ │HubSpot│ │ │ │Salesf.│ │Zendesk│ │ │
│ │ └───────┘ └───────┘ │ │ └───────┘ └───────┘ │ │
│ │ ┌───────┐ ┌───────┐ │ │ ┌───────┐ ┌───────┐ │ │
│ │ │Notion │ │ Gmail │ │ │ │Interc.│ │ Jira │ │ │
│ │ └───────┘ └───────┘ │ │ └───────┘ └───────┘ │ │
│ │ ┌───────┐ │ │ ┌───────┐ ┌───────┐ │ │
│ │ │Sheets │ │ │ │GitHub │ │ Asana │ │ │
│ │ └───────┘ │ │ └───────┘ └───────┘ │ │
│ │ │ │ ┌───────┐ ┌───────┐ │ │
│ │ Status: 100% Complete │ │ │Stripe │ │Linear │ │ │
│ │ │ │ └───────┘ └───────┘ │ │
│ │ │ │ ┌───────┐ ┌───────┐ │ │
│ │ │ │ │Twilio │ │Segment│ │ │
│ │ │ │ └───────┘ └───────┘ │ │
│ │ │ │ │ │
│ │ │ │ Status: 0% (Planned) │ │
│ └─────────────────────────────┘ └─────────────────────────────┘ │
│ │
│ Each loader: Extract → Transform → Normalize to Spine contracts │
└─────────────────────────────────────────────────────────────────────────────────┘
│
▼
┌─────────────────────────────────────────────────────────────────────────────────┐
│ LAYER 2: HUB (Control + Routing Layer) │
│ ═══════════════════════════════════════════════════════════════════════════ │
│ │
│ "Secure routing + permissions + boundaries" │
│ │
│ ┌─────────────────────────────────────────────────────────────────────────┐ │
│ │ 21 FUNCTIONAL HUBS │ │
│ │ ──────────────────────────────────────────────────────────────────── │ │
│ │ │ │
│ │ BUSINESS OPERATIONS CUSTOMER-FACING │ │
│ │ ┌─────────┐ ┌─────────┐ ┌─────────┐ ┌─────────┐ ┌─────────┐ │ │
│ │ │ Sales │ │Marketing│ │ Finance │ │ HR │ │ Legal │ │ │
│ │ └─────────┘ └─────────┘ └─────────┘ └─────────┘ └─────────┘ │ │
│ │ ┌─────────┐ ┌─────────┐ ┌─────────┐ ┌─────────┐ ┌─────────┐ │ │
│ │ │ CS │ │ Support │ │ Product │ │ Ops │ │ Tech │ │ │
│ │ └─────────┘ └─────────┘ └─────────┘ └─────────┘ └─────────┘ │ │
│ │ │ │
│ │ SPECIALIZED EXTERNAL │ │
│ │ ┌─────────┐ ┌─────────┐ ┌─────────┐ ┌─────────┐ ┌─────────┐ │ │
│ │ │Complia. │ │Security │ │Analytics│ │Integr. │ │Partners │ │ │
│ │ └─────────┘ └─────────┘ └─────────┘ └─────────┘ └─────────┘ │ │
│ │ ┌─────────┐ ┌─────────┐ ┌─────────┐ ┌─────────┐ ┌─────────┐ │ │
│ │ │Training │ │Projects │ │ Events │ │Comms │ │ R&D │ │ │
│ │ └─────────┘ └─────────┘ └─────────┘ └─────────┘ └─────────┘ │ │
│ │ ┌─────────┐ │ │
│ │ │ Brain │ (AI conversations hub) │ │
│ │ └─────────┘ │ │
│ └─────────────────────────────────────────────────────────────────────────┘ │
│ │
│ Hub Functions: Access Control │ Data Routing │ Audit Logging │ Boundaries │
└─────────────────────────────────────────────────────────────────────────────────┘
│
▼
┌─────────────────────────────────────────────────────────────────────────────────┐
│ LAYER 1: SPINE (Structural + Normalization Layer) - ATLAS SPINE │
│ ═══════════════════════════════════════════════════════════════════════════ │
│ │
│ "Normalize and preserve meaning across systems" │
│ │
│ ┌─────────────────────────────────────────────────────────────────────────┐ │
│ │ 10 ZOD-BASED DATA CONTRACTS │ │
│ │ ──────────────────────────────────────────────────────────────────── │ │
│ │ │ │
│ │ CORE ENTITIES OPERATIONAL RELATIONSHIP │ │
│ │ ┌───────────┐ ┌───────────┐ ┌───────────┐ │ │
│ │ │ Account │ │ Task │ │ Activity │ │ │
│ │ │ Contract │ │ Event │ │ Log │ │ │
│ │ └───────────┘ │ Alert │ └───────────┘ │ │
│ │ ┌───────────┐ └───────────┘ ┌───────────┐ │ │
│ │ │ Contact │ ┌───────────┐ │Engagement │ │ │
│ │ │ Contract │ │ Note │ │ Score │ │ │
│ │ └───────────┘ │ Contract │ └───────────┘ │ │
│ │ ┌───────────┐ └───────────┘ ┌───────────┐ │ │
│ │ │ Deal │ ┌───────────┐ │ Health │ │ │
│ │ │ Contract │ │ Metric │ │ Score │ │ │
│ │ └───────────┘ │ Contract │ └───────────┘ │ │
│ │ └───────────┘ │ │
│ │ │ │
│ │ Status: 85% Complete (10/12 contracts) │ │
│ └─────────────────────────────────────────────────────────────────────────┘ │
│ │
│ Database: Supabase PostgreSQL ($25/mo) │
│ Validation: Zod schemas for type safety │
└─────────────────────────────────────────────────────────────────────────────────┘
│
▼
┌─────────────────────────────────────────────────────────────────────────────────┐
│ LAYER 0: EXTERNAL TOOLS (Source Systems) │
│ ═══════════════════════════════════════════════════════════════════════════ │
│ │
│ "No migrations. No rebuilding. Plug in the tools you rely on—once." │
│ │
│ ┌─────────────────────────────────────────────────────────────────────────┐ │
│ │ PRODUCTIVITY CRM/SALES COMMUNICATION │ │
│ │ ┌──────┐ ┌──────┐ ┌──────┐ ┌──────┐ ┌──────┐ ┌──────┐ │ │
│ │ │Notion│ │ Coda │ │Salesf│ │HubSpt│ │ Slack│ │ Gmail│ │ │
│ │ └──────┘ └──────┘ └──────┘ └──────┘ └──────┘ └──────┘ │ │
│ │ │ │
│ │ GOOGLE WORKSPACE BILLING DEV TOOLS │ │
│ │ ┌──────┐ ┌──────┐ ┌──────┐ ┌──────┐ ┌──────┐ ┌──────┐ │ │
│ │ │Sheets│ │ Docs │ │Stripe│ │Chargebee│ │GitHub│ │ Jira │ │ │
│ │ └──────┘ └──────┘ └──────┘ └──────┘ └──────┘ └──────┘ │ │
│ │ │ │
│ │ SUPPORT AI PLATFORMS │ │
│ │ ┌──────┐ ┌──────┐ ┌──────┐ ┌──────┐ ┌──────┐ ┌──────┐ ┌──────┐ │ │
│ │ │Zendsk│ │Interc│ │ChatGP│ │Claude│ │Gemini│ │ Grok │ │Perplex│ │ │
│ │ └──────┘ └──────┘ └──────┘ └──────┘ └──────┘ └──────┘ └──────┘ │ │
│ └─────────────────────────────────────────────────────────────────────────┘ │
└─────────────────────────────────────────────────────────────────────────────────┘
🔄 DATA FLOW: END-TO-END
┌─────────────────────────────────────────────────────────────────────────────────┐
│ COMPLETE DATA FLOW │
└─────────────────────────────────────────────────────────────────────────────────┘
EXTERNAL TOOLS INTEGRATEWISE PLATFORM OUTPUT
══════════════ ══════════════════════ ══════
┌──────────┐
│ Slack │──┐
└──────────┘ │
┌──────────┐ │ ┌────────────┐ ┌────────────┐ ┌────────────┐
│ HubSpot │──┼───▶│ AI LOADER │────▶│ SPINE │────▶│ HUB │
└──────────┘ │ │ │ │ │ │ │
┌──────────┐ │ │ Extract │ │ Normalize │ │ Route │
│ Notion │──┤ │ Transform │ │ Validate │ │ Secure │
└──────────┘ │ │ Enrich │ │ Store │ │ Permission │
┌──────────┐ │ └────────────┘ └────────────┘ └────────────┘
│ Gmail │──┤ │ │
└──────────┘ │ │ │
┌──────────┐ │ ▼ ▼
│ Sheets │──┘ ┌────────────┐ ┌────────────┐
└──────────┘ │ BRAIN │ │ AGENTS │
│ │ │ │
┌──────────┐ │ 2nd Brain │◀───▶│ 10 General │
│ ChatGPT │───────────────────────▶ │ Ideas │ │ 6 CS │
└──────────┘ │ Memory │ │ 1 CSM Orch │
┌──────────┐ └────────────┘ └────────────┘
│ Claude │───────────────────────▶ │ │
└──────────┘ │ │
▼ ▼
┌────────────────────────────┐
│ RENDER ENGINE │
│ │
│ ┌──────┐ ┌──────┐ ┌────┐ │
│ │ Docs │ │Decks │ │SOPs│ │
│ └──────┘ └──────┘ └────┘ │
└────────────────────────────┘
│
▼
┌────────────────────────────┐
│ VIEWS │
│ │
│ Personal│Work│Biz│CS │
└────────────────────────────┘
│
▼
┌──────────────┐
│ USER │
│ Dashboard │
└──────────────┘
🤖 DETAILED AGENT SPECIFICATIONS
LAYER 5A: 10 GENERAL AGENTS
| # | Agent Name | Trigger | Input Sources | Actions | Output |
|---|
| 1 | Lead Qualification | New lead in CRM | HubSpot, Website forms, LinkedIn | Score lead, enrich data, assign to sales | Qualified lead + score + assignment |
| 2 | Support Triage | New ticket | Zendesk, Intercom, Email | Classify priority, route to team, suggest KB | Prioritized ticket + routing |
| 3 | Email Classifier | Incoming email | Gmail, Outlook | Categorize, extract action items, route | Classified email + tasks |
| 4 | Social Monitor | Brand mention | Twitter, LinkedIn, Reddit | Sentiment analysis, alert if negative | Sentiment report + alerts |
| 5 | Content Optimizer | Content published | Blog, Docs, Landing pages | SEO analysis, readability score | Optimization suggestions |
| 6 | Customer Health | Daily/Real-time | CRM, Usage data, Support | Calculate health score | Health score + risk flag |
| 7 | Competitive Intel | Competitor mention | News, Social, Reviews | Track competitor moves | Intel report |
| 8 | Billing & Revenue | Payment event | Stripe, Chargebee | Track MRR, flag failed payments | Revenue metrics + alerts |
| 9 | Content Strategy | Weekly | Analytics, Engagement | Identify content gaps | Content calendar suggestions |
| 10 | DevOps Incident | Error spike | GitHub, Sentry, Logs | Detect issues, notify team | Incident alert + RCA |
LAYER 5B: 6 CS-SPECIFIC AGENTS
| # | Agent Name | Trigger | What It Does | Key Metrics |
|---|
| 1 | Onboarding Agent | New customer signup | Track onboarding progress, send nudges, identify stuck users | Completion %, Time-to-value |
| 2 | Adoption Agent | Daily usage scan | Monitor feature adoption, identify upsell opportunities | Feature usage %, Upsell signals |
| 3 | Health Agent | Continuous | Calculate health scores (GREEN/YELLOW/RED) | Health score, Trend |
| 4 | Retention Agent | Risk signal detected | Predict churn, trigger save campaigns | Churn probability %, MRR at risk |
| 5 | Support Agent | Support ticket | Analyze ticket sentiment, track resolution | NPS, Resolution time |
| 6 | CSM Orchestrator | 3x daily + alerts | Aggregate all agent data, generate briefings | Daily workload, Revenue impact |
LAYER 5C: CSM ORCHESTRATOR (Meta-Agent) - DETAILED
┌─────────────────────────────────────────────────────────────────────────────────┐
│ CSM ORCHESTRATOR │
│ "Your AI VP of Customer Success" │
└─────────────────────────────────────────────────────────────────────────────────┘
TRIGGER SCHEDULE:
├── 7:00 AM → Daily Briefing (CRITICAL actions for today)
├── 12:00 PM → Mid-day Update (Progress check)
├── 5:00 PM → End-of-day Summary (Work completed, tomorrow prep)
├── Friday 5 PM → Weekly Review (Full metrics analysis)
├── Last Friday → Monthly Business Review (ARR, churn, growth)
└── REAL-TIME → Critical alerts (churn risk >90%, integration down)
INPUTS (From 5 CS Agents):
┌────────────────────────────────────────────────────────────────┐
│ Agent 1 (Onboarding) → New customers, completion %, stuck │
│ Agent 2 (Adoption) → Feature usage, upsell ready │
│ Agent 3 (Health) → GREEN/YELLOW/RED breakdown │
│ Agent 4 (Retention) → Churn risk %, MRR at risk │
│ Agent 5 (Support) → Critical tickets, NPS │
└────────────────────────────────────────────────────────────────┘
PROCESSING:
┌────────────────────────────────────────────────────────────────┐
│ 1. Customer Health Dashboard (Unified) │
│ - Total customers by health status │
│ - Priority categorization (IMMEDIATE/THIS WEEK/NEXT WEEK) │
│ │
│ 2. Revenue Impact Analysis │
│ - MRR at-risk (RED customers × MRR) │
│ - MRR saved this month │
│ - MRR upsell opportunity │
│ │
│ 3. Workload Analysis │
│ - Calls needed today │
│ - Emails to send │
│ - Estimated time │
│ │
│ 4. Decision Engine │
│ - IF RED + high MRR → URGENT call recommendation │
│ - IF YELLOW + declining → Re-engagement email │
│ - IF GREEN + high usage → Upsell opportunity │
└────────────────────────────────────────────────────────────────┘
OUTPUTS:
┌────────────────────────────────────────────────────────────────┐
│ 📊 Daily Briefing (7 AM) │
│ ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ │
│ CRITICAL (Action Today): │
│ 1. Acme Corp - CHURN RISK - $5K MRR │
│ Action: Call 10 AM - Script: [pre-filled] │
│ │
│ OPPORTUNITIES (This Week): │
│ - Growth Corp: Upsell to Enterprise ($3K potential) │
│ │
│ TODAY'S WORKLOAD: │
│ - Calls: 3 | Emails: 12 | Est. time: 4 hours │
└────────────────────────────────────────────────────────────────┘
ALERT CHANNELS:
├── WhatsApp → Critical alerts (immediate)
├── Telegram → Daily briefings
├── Slack → Team notifications
└── Email → Weekly/monthly reports
🔗 WHERE AGENTS APPLY IN EACH LAYER
┌────────────────────────────────────────────────────────────────────────────────┐
│ AGENT-TO-LAYER MAPPING │
└────────────────────────────────────────────────────────────────────────────────┘
LAYER 7 (Views):
└── Agents don't operate here
└── Views consume agent outputs for display
LAYER 6 (Render):
├── Content Optimizer Agent
│ └── Analyzes rendered content, suggests improvements
└── Content Strategy Agent
└── Recommends what content to render next
LAYER 5 (Agents):
└── ALL AGENTS LIVE HERE
├── 10 General Agents (cross-functional)
├── 6 CS Agents (customer success specific)
└── 1 CSM Orchestrator (meta-agent)
LAYER 4 (Brain):
├── Brain Agent
│ └── Processes AI conversations, builds second brain
└── All agents can READ from Brain
└── Context enrichment for decisions
LAYER 3 (Loaders):
├── Loaders feed data TO agents
│ └── Agents don't operate in loaders
└── Exception: Some agents trigger loader refreshes
└── e.g., Health Agent triggers HubSpot sync
LAYER 2 (Hub):
├── Agents respect Hub permissions
│ └── Can only access data in authorized hubs
└── Routing rules apply to agent outputs
└── e.g., CS Agent outputs → CS Hub only
LAYER 1 (Spine):
├── Agents READ normalized data
│ └── All queries go through Spine contracts
└── Agents WRITE processed results
└── Health scores, recommendations stored in Spine
LAYER 0 (External):
├── Agents can TRIGGER actions
│ └── Send email via Gmail
│ └── Update deal in HubSpot
│ └── Create ticket in Zendesk
└── Full Integration mode required
└── Render Only = agents are read-only
📊 AGENT EXECUTION FLOW
┌─────────────────────────────────────────────────────────────────────────────────┐
│ AGENT EXECUTION SEQUENCE │
└─────────────────────────────────────────────────────────────────────────────────┘
DAILY FLOW:
6:00 AM ─────────────────────────────────────────────────────────────────────────
│
├── AI Loaders run (sync fresh data)
│ ├── Slack Loader → messages, channels
│ ├── HubSpot Loader → contacts, deals
│ ├── Gmail Loader → emails, threads
│ └── Sheets Loader → metrics, data
│
6:30 AM ├── Spine updated with normalized data
│
├── Individual Agents run in parallel:
│ ├── Health Agent → calculate scores
│ ├── Adoption Agent → check feature usage
│ ├── Retention Agent → identify churn risks
│ └── Support Agent → analyze tickets
│
6:45 AM ├── Agent results stored in Spine
│
7:00 AM ├── CSM ORCHESTRATOR runs
│ ├── Aggregates all agent outputs
│ ├── Generates daily briefing
│ ├── Creates action recommendations
│ └── Sends to WhatsApp/Telegram
│
▼
📱 YOU RECEIVE DAILY BRIEFING
│
│ 📊 CUSTOMER SUCCESS BRIEFING
│ ━━━━━━━━━━━━━━━━━━━━━━━━━━
│ CRITICAL (Action Today):
│ 1. Acme Corp - CHURN RISK - $5K MRR
│ Action: Call 10 AM
│
│ TODAY'S WORKLOAD:
│ - Calls: 3 | Emails: 12 | Time: 4h
│
12:00 PM ├── Mid-day update runs
│ └── Progress check, new alerts
│
5:00 PM └── End-of-day summary
└── Work completed, tomorrow prep
REAL-TIME ALERTS (Anytime):
┌──────────────┐ ┌──────────────┐ ┌──────────────┐
│ Trigger: │────▶│ Agent: │────▶│ Action: │
│ New RED │ │ Retention │ │ WhatsApp │
│ customer │ │ Agent │ │ alert sent │
└──────────────┘ └──────────────┘ └──────────────┘
💰 INFRASTRUCTURE COSTS
| Component | Service | Cost/Month |
|---|
| Hosting | Cloudflare Pages | $5 |
| Database | Supabase PostgreSQL | $25 |
| Automation | n8n Cloud | $50 |
| Alerts | Twilio WhatsApp | $0.50 |
| Data Storage | Airtable | $20 |
| TOTAL | | $100.50/mo |
🎯 IMPLEMENTATION STATUS
| Layer | Component | Status | Progress |
|---|
| Layer 7 | Views/Lenses | ✅ Live | 85% |
| Layer 6 | Render Engine | 🟡 Basic | 60% |
| Layer 5 | Agents (General) | 🔴 | 20% (2/10) |
| Layer 5 | Agents (CS) | 🔴 | 20% (1/6) |
| Layer 5 | CSM Orchestrator | 🟡 | 50% (design done) |
| Layer 4 | Brain/Brainstorming | 🔴 | 10% |
| Layer 3 | AI Loaders Part A | ✅ | 100% (5/5) |
| Layer 3 | AI Loaders Part B | 🔴 | 0% (0/10) |
| Layer 2 | Hub (21 Hubs) | ✅ | 90% |
| Layer 1 | Spine (ATLAS) | ✅ | 85% (10/12) |
| Layer 0 | Tool Connections | ✅ | 100% |
🚀 NEXT STEPS TO COMPLETE
Immediate (Week 1):
- Deploy Agent 1 (Lead Qualification) in n8n
- Deploy Agent 3 (Health Agent) in n8n
- Set up WhatsApp alerts via Twilio
- Configure CSM Orchestrator daily briefings
Short-term (Weeks 2-4):
- Deploy remaining 8 general agents
- Deploy remaining 5 CS agents
- Complete AI Loader Part B (5 loaders)
- Build Brain Agent for AI chat aggregation
Medium-term (Months 2-3):
- Complete all 10 AI Loader Part B loaders
- Add BYOM (Bring Your Own Model) support
- Build enterprise admin console
- Add SSO/SAML for enterprise customers
Document Version: 2.0
Last Updated: January 7, 2026
Author: IntegrateWise Architecture Team