SalesFlow AI

SalesFlow AI is a Next.js application that leverages AI-powered lead processing and email generation. It integrates with FastAPI and Flask backend services for advanced data processing.

Features

• Upload and process CSV files with AI categorization
• Automated email generation based on processed leads
• User authentication (signup, login, password reset)
• Dashboard for managing leads and emails

Prerequisites

• Node.js (v18 or higher recommended)
• npm or yarn
• Python 3.8+ (for FastAPI and Flask services)
• pip
• Git

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1. Clone the Repository

git clone https://github.com/your-username/salesflow-ai.git
cd salesflow-ai

2. Install Node.js Dependencies

npm install
# or
yarn install

3. Set Up Environment Variables

Copy the example environment file and update values as needed:

cp .env.local.example .env.local

Edit .env.local to set your database URL, API endpoints, and any required secrets.

Required fields in .env.local:

• DATABASE_URL
• RESEND_API_KEY
• APP_URL
• AUTH_SECRET
• GEMINI_API_KEY

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Note:

Setup RESEND_API_KEY for mailing purposes via Resend.

4. Set Up Prisma

This project uses Prisma for database management.

a. Initialize Prisma (if not already done)

npx prisma init
# schema is predefined.

b. Migrate Your Database

npx prisma migrate dev --name init
npx prisma generate

To seed the database (optional):

npm run seed

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5. Set Up Gemini API

To use Gemini AI features, you need a Gemini API key.

• Get your Gemini API key from Google AI Studio.
• Add it to your .env.local as GEMINI_API_KEY=your_key_here.

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6. Start the FastAPI Service

Navigate to the fast-api-service directory:

cd fast-api-service

Create and activate a virtual environment:

python -m venv venv
# On Windows:
venv\Scripts\activate
# On macOS/Linux:
source venv/bin/activate

Install dependencies:

pip install -r requirements.txt

Start the FastAPI server:

uvicorn main:app --reload

The FastAPI service should run on http://localhost:8000.

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7. (Optional) Start the Flask Service

Navigate to the flask-service directory:

cd ../flask-service

Create and activate a virtual environment:

python -m venv venv
# On Windows:
venv\Scripts\activate
# On macOS/Linux:
source venv/bin/activate

Install dependencies:

pip install -r requirements.txt

Run the Flask app:

python app.py

The Flask service should run on http://localhost:5000.

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8. Run the Next.js App

Return to the root directory and start the development server:

cd ..
npm run dev
# or
yarn dev

The app will be available at http://localhost:3000.

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9. Uploads Directory

Ensure the uploads directory exists in the project root for file uploads:

mkdir -p uploads

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10. CSV Upload Requirements

Any CSV file you upload must have the following headers, in this exact order:

Lead_ID,Company_Name,Company_Client_Email,Email_Open_Rate,Click_Through_Rate,Past_Purchases,Response_Time,Marketing_Spend,Engagement_Score,Lead_Score,Lead_Source,Industry,Demo_Scheduled,Converted

Example:

Lead_ID,Company_Name,Company_Client_Email,Email_Open_Rate,Click_Through_Rate,Past_Purchases,Response_Time,Marketing_Spend,Engagement_Score,Lead_Score,Lead_Source,Industry,Demo_Scheduled,Converted
1,Acme Corp,client@acme.com,0.45,0.12,3,24,5000,75.5,80.2,Web,Technology,true,false

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11. Access the App

Open http://localhost:3000 in your browser.

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Troubleshooting

• Ensure all backend services (FastAPI, Flask) are running before uploading files or generating emails.
• Check .env.local for correct API URLs and secrets.
• For database issues, verify your database connection and run migrations.

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Learn More

• Next.js Documentation
• Prisma Documentation
• FastAPI Documentation

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License

MIT