DealPulse — Universal Sales Intelligence Agent

"Close more deals — wherever your conversations happen."

DealPulse is an AI-powered sales agent built for both Western and emerging markets. It connects HubSpot, WhatsApp, Facebook Messenger, and Instagram, automatically builds your pipeline from real conversations, detects stalled deals, researches prospects, and drafts culturally-aware follow-ups with human-in-the-loop approval.

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Features

• Multi-channel pipeline — Sync deals from HubSpot, auto-create deals from WhatsApp/Messenger/Instagram conversations
• Stalled & cold deal detection — Surface deals with no activity for 7+ days (stalled) or 14+ days (cold)
• AI-powered drafting — Claude drafts formal emails or casual, culturally-aware WhatsApp messages
• Airia orchestration — Hackathon-ready integration with Airia for AI agent workflows
• Prospect research — Context-aware research before drafting
• HITL approval — Review and edit drafts before sending via the dashboard
• Source of truth — Log agent activity back to HubSpot when deals originate there
• WhatsApp templates — Send business-initiated template messages via Twilio

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Tech Stack

Layer	Technology
Frontend	Next.js 14 (App Router), React, Tailwind CSS
Backend	Next.js API Routes
Database	Supabase (PostgreSQL)
AI	Claude (Anthropic), Airia
WhatsApp	Twilio
CRM	HubSpot
Deployment	Vercel

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Quick Start

1. Clone & install

git clone https://github.com/Ekfuingei/DealPulse.git
cd DealPulse
npm install --legacy-peer-deps

2. Environment variables

Copy the example and fill in your credentials:

cp .env.local.example .env.local

Required variables:

Variable	Description
NEXT_PUBLIC_SUPABASE_URL	Supabase project URL
NEXT_PUBLIC_SUPABASE_ANON_KEY	Supabase anon key
SUPABASE_SERVICE_ROLE_KEY	Supabase service role key
ANTHROPIC_API_KEY	Claude API key
TWILIO_ACCOUNT_SID	Twilio account SID
TWILIO_AUTH_TOKEN	Twilio auth token
TWILIO_WHATSAPP_NUMBER	Your Twilio WhatsApp number (e.g. whatsapp:+14155238886)
HUBSPOT_ACCESS_TOKEN	HubSpot private app token
AIRIA_API_KEY	Airia API key (for hackathon)
AIRIA_AGENT_URL	Airia agent execution URL
NEXT_PUBLIC_APP_URL	Your app URL (e.g. http://localhost:3000 or ngrok URL)

3. Database setup

Run the migration in Supabase:

1. Go to Supabase Dashboard → SQL Editor
2. Paste contents of supabase/migrations/001_init.sql
3. Run

4. Run locally

npm run dev

Open http://localhost:3000.

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WhatsApp Setup (Twilio)

Sandbox (development)

1. Join the Twilio WhatsApp Sandbox — send join <code> to the sandbox number
2. Set webhook URL: https://YOUR_NGROK_URL/api/whatsapp/webhook (POST)
3. For local dev, use ngrok: ngrok http 3000
4. Set NEXT_PUBLIC_APP_URL to your ngrok URL

Production

Point the Twilio webhook to your deployed app:

https://your-app.vercel.app/api/whatsapp/webhook

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API Reference

Endpoint	Method	Description
/api/deals	GET	List all deals
/api/deals	POST	Create a deal
/api/deals/stalled	GET	Get stalled & cold deals
/api/hubspot/sync	POST	Sync deals from HubSpot
/api/whatsapp/webhook	GET/POST	Twilio webhook (incoming messages)
/api/whatsapp/send-template	POST	Send business-initiated template
/api/agent-activities	GET	List agent activities
/api/agent-activities/[id]/approve	POST	Approve & send pending draft

Send template message

curl -X POST http://localhost:3000/api/whatsapp/send-template \
  -H "Content-Type: application/json" \
  -d '{
    "to": "whatsapp:+237655536083",
    "contentSid": "HX_YOUR_TEMPLATE_SID",
    "variables": { "1": "12/1", "2": "3pm" }
  }'

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Project Structure

DealPulse/
├── src/
│   ├── app/
│   │   ├── page.tsx              # Dashboard
│   │   ├── pipeline/page.tsx     # Pipeline view
│   │   └── api/
│   │       ├── whatsapp/         # webhook, send-template
│   │       ├── hubspot/          # sync
│   │       ├── agent/            # run
│   │       ├── agent-activities/ # list, approve
│   │       ├── deals/            # CRUD, stalled
│   │       ├── messenger/        # webhook
│   │       └── instagram/        # webhook
│   ├── components/
│   │   ├── Pipeline.tsx
│   │   ├── DealCard.tsx
│   │   ├── AgentActivity.tsx
│   │   └── ApprovalModal.tsx
│   └── lib/
│       ├── supabase.ts
│       ├── anthropic.ts
│       ├── airia.ts
│       ├── whatsapp.ts
│       ├── hubspot.ts
│       └── research.ts
├── supabase/migrations/
└── .env.local.example

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Deployment (Vercel)

DealPulse deploys as a single app — frontend and API routes run together on Vercel.

Option A: Deploy via Vercel Dashboard

1. Push your code to GitHub
2. Go to vercel.com → Add New → Project
3. Import Ekfuingei/DealPulse from GitHub
4. Environment Variables — Add each from .env.local.example:
   • NEXT_PUBLIC_SUPABASE_URL, NEXT_PUBLIC_SUPABASE_ANON_KEY, SUPABASE_SERVICE_ROLE_KEY
   • ANTHROPIC_API_KEY
   • TWILIO_ACCOUNT_SID, TWILIO_AUTH_TOKEN, TWILIO_WHATSAPP_NUMBER
   • HUBSPOT_ACCESS_TOKEN
   • AIRIA_API_KEY, AIRIA_AGENT_URL, AIRIA_PIPELINE_ID
   • WHATSAPP_VERIFY_TOKEN, MESSENGER_VERIFY_TOKEN, INSTAGRAM_VERIFY_TOKEN
   • AGENT_SEND_DIRECTLY (optional, default: false)
5. Deploy — Vercel will build and deploy
6. After deploy, set NEXT_PUBLIC_APP_URL to your Vercel URL (e.g. https://dealpulse.vercel.app)
7. Update Twilio webhook to https://your-app.vercel.app/api/whatsapp/webhook

Option B: Deploy via CLI

npm i -g vercel
vercel

Follow the prompts, then add environment variables in the Vercel dashboard.

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License

MIT