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Roadmap
I am building this in deliberate phases so the plugin stays coherent.
This is the phase already in place:
- sessions and events
- number routing
- admin reporting
- privacy controls
- enrichment groundwork
- call schema and reporting surfaces
- sample data
This is where I want to keep improving:
- drilldown quality
- ranking and chart usefulness
- reporting links and follow-up workflow
- broader enrichment polish and interpretation
This will cover:
- broader call import and matching flows
- stronger call matching
- deeper number and contact-flow alignment
- later outbound callback support
The setup screens already prepare for this, and the current build now includes readiness checks, live claimed-number visibility, available-number search, in-plugin number claiming, live flow tools, and an operational call-import path plus import-status view.
The larger call-import and matching layer is still a key next step. I do not want to blur that with the separate website-assistant work now that the frontend chat direction has moved back into WordPress itself.
This is now partly in motion rather than purely future work.
What is already in place:
- a WordPress-managed OpenAI assistant for company, product, and service questions
- live site-context grounding from published WordPress and WooCommerce content
- stored frontend chat conversations and reporting
- richer frontend source presentation with inline links, thumbnails, and collapsed extra matches
- live operator handover, typing state, and admin reply suggestions
- passive lead capture and lightweight repeat-visitor company/contact memory
- WooCommerce shipping-aware answers using live zones, basket context, quantity hints, and postcode follow-ups where the site setup supports it
What I still want to keep improving:
- safer assistant tooling and boundaries
- stronger answer shaping and citations
- better control over handoff and escalation behaviour
- eventually voice-oriented experience where appropriate
The assistant is live enough to be useful now, but I still treat the presentation, safety model, and lead-capture behaviour as active refinement work.
I would rather keep each phase complete and dependable than rush speculative features into the codebase before the underlying reporting and setup model is ready.