use60 Documentation

Sales intelligence platform — pre & post meeting command centre with AI copilot, pipeline tracking, and smart task automation.

Documentation Map

Section	Files	Description
Architecture	8	System design, process maps, data models, Mermaid flows
Copilot	11	AI copilot system — skills, sequences, personas, HITL
Product	15	PRDs, feature briefs, competitive research, planning
Integrations	19	HubSpot, MeetingBaaS, AssemblyAI, Slack, S3, Calendar
Guides	31	Developer guides, user guides, CRM, pipeline, admin
API	4	REST API reference, quickstart, testing specs
Deployment	8	Production deploy, staging setup, migrations, DevOps
Security	3	Hardening guide, implementation summary, audit tracking
Testing	11	QA checklists, Playwright setup, copilot lab testing
Performance	4	Optimization guides, metrics framework, CRM performance

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System Overview

graph TB
    subgraph Client["Frontend (React 18 + TypeScript)"]
        A[React App — 655 components]
        B[React Query — server state]
        C[Zustand — client state]
        D[Tailwind CSS + Framer Motion]
    end

    subgraph Backend["Backend (Supabase)"]
        E[PostgreSQL — 149 migrations]
        F[288 Edge Functions — Deno]
        G[Real-time Subscriptions]
        H[Row Level Security]
    end

    subgraph AI["AI & Copilot"]
        M[Claude — Autonomous Copilot]
        N[Gemini Flash — Function Calling]
        O[Skills & Sequences Engine]
    end

    subgraph Integrations["External Services"]
        I[MeetingBaaS — Recording]
        IA[AssemblyAI — Transcription]
        J[Google Calendar & Gmail]
        K[Slack — Notifications & HITL]
        L[JustCall — VoIP]
        P[Fathom — Meeting Transcripts]
        Q[AWS S3 — Permanent Storage]
        R[HubSpot — CRM Sync]
    end

    A --> B --> F --> E
    A --> C
    A --> D
    E --> H
    F --> G
    M --> F
    N --> F
    O --> F
    I --> F
    IA --> F
    J --> F
    K --> F
    L --> F
    P --> F
    Q --> F
    R --> F

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---

4-Stage Sales Pipeline

stateDiagram-v2
    [*] --> SQL: New Lead
    SQL --> Opportunity: Qualified
    Opportunity --> Verbal: Proposal Sent
    Verbal --> Signed: Contract Agreed
    Signed --> [*]: Deal Closed

    note right of SQL: Sales Qualified Lead
    note right of Opportunity: Proposal with confirmation modal
    note right of Verbal: Terms agreed verbally
    note right of Signed: Contract executed

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Tech Stack

Layer	Technology	Purpose
Frontend	React 18 + TypeScript	UI Components (655 .tsx files)
Build	Vite	Fast development & builds
Styling	Tailwind CSS	Utility-first CSS
Animation	Framer Motion	Smooth transitions
Client State	Zustand	UI state, preferences, active org
Server State	React Query	Data fetching, caching, real-time sync
Backend	Supabase	BaaS platform (PostgreSQL, Edge Functions, RLS, Realtime)
Functions	288 Deno Edge Functions	Serverless APIs
AI	Claude (Anthropic) + Gemini (Google)	Autonomous copilot with tool use
Auth	Supabase Auth (primary) + Clerk (legacy)	Dual auth support
Storage	AWS S3	Permanent meeting recording storage
Hosting	Vercel	Frontend deployment

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Project Structure

sixty-sales-dashboard/
├── src/                        # Frontend React application
│   ├── components/             # 655 React components
│   │   ├── copilot/            # Copilot UI (chat, tools, panels)
│   │   ├── platform/           # Platform features (sequences, skills)
│   │   └── ui/                 # Radix UI primitives
│   ├── pages/                  # Route components
│   ├── lib/
│   │   ├── configuration/      # Feature flags (ApplicationConfig)
│   │   ├── contexts/           # React contexts (CopilotContext)
│   │   ├── copilot/agent/      # Autonomous executor, orchestration
│   │   ├── hooks/              # Custom React hooks
│   │   ├── sequences/          # SequenceOrchestrator
│   │   ├── services/           # API services + ServiceLocator DI
│   │   ├── stores/             # Zustand stores
│   │   ├── types/              # TypeScript types
│   │   └── utils/              # Utility functions
│   └── lib/prompts/            # AI prompt templates & process map generation
├── supabase/
│   ├── migrations/             # 149 database migrations
│   └── functions/              # 288 Edge Functions (Deno)
├── packages/landing/           # Marketing site (Vite, port 5173)
├── tests/                      # Test suites
└── docs/                       # This documentation

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Environments

Environment	Project Ref	URL	npm Script
Production	ygdpgliavpxeugaajgrb	app.use60.com	npm run dev:production
Staging	caerqjzvuerejfrdtygb	—	npm run dev:staging
Development	wbgmnyekgqklggilgqag	localhost:5175	npm run dev

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Quick Start

# Install dependencies
npm install

# Start development (port 5175, uses .env.development)
npm run dev

# Start with staging Supabase
npm run dev:staging

# Production build
npm run build

# Run tests
npm run test

# E2E tests
npm run playwright

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Process Maps

The codebase includes a two-phase AI process map generation system:

1. Phase 1 (Claude Opus): Analyzes features → generates ProcessStructure JSON (source of truth)
2. Phase 2 (Claude Haiku): Converts JSON → renders Mermaid flowcharts

Key files:

• src/lib/prompts/processMapPrompts.ts — Integration & workflow descriptions
• src/lib/types/processMapTesting.ts — Type definitions for test engine
• src/lib/testing/converters/processStructureConverter.ts — Structure → workflow converter

Supported integrations: HubSpot, Fathom, Google (Calendar/Gmail), Slack, JustCall, SavvyCal, MeetingBaaS, Supabase.

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Key Reference Documents

Document	Purpose
CLAUDE.md	Complete project context for AI assistants (root)
Copilot Process Map	5-phase copilot request flow with safety measures
PRD: Proactive AI Teammate	Core product vision
Skill Frontmatter Guide	V2 skill specification
Security Hardening Guide	Defense-in-depth architecture
API Reference	REST API endpoints