openline-ai / openline-customer-os Goto Github PK

As an Openline user, I’d like to be able to collect and store our user’s cookie preferences.

See Iubenda for inspiration

As a sales or support user, I’d like to be able to create a group chat between customer & multiple openlineOS users

As an Openline user, I’d like to be able to track all snowplow attributes on all my product pages.

Scope: split openline-customer-data-api in 2 parts:

• openline-customer-data-api - graphql server
• new repo - DB queries for modeled CDP data

As an user of Openline CRM, I’d like to initiate a Twitter DM directly from the contact view.

Add filtering of pages and sessions by session parameters such as:

• Country
• Region
• City
• Device
• Browser
• Browser with version
• OS
• OS with version
• UTM fields
• Entry page
• Exit page
• Source / channel

Multiple filters to be supported.

Link to Plausible search console integration (as reference)
https://plausible.io/docs/google-search-console-integration#allow-plausible-analytics-to-access-your-search-console

Create high level documentation for the entire customerOS Ecosystem to understand how applications can be built on top of customerOS.

As a user of CustomerOS, I would like the ability to have CustomerOS monitor a slack channel that I specify and add all conversations in that channel to CustomerDB against the appropriate user's profile.

Link to Plausible csv download:
https://drive.google.com/file/d/1QOygXoqLQVkKJZrexTuK253jpnmd_I4V/view?usp=sharing

As an user of Openline CRM, I’d like to initiate an outbound call directly from the contact view.

Create local deployment for GraphQL and PostgreSQL.
Create the basic schema definition needed to operate customerOS - use a tool to allow versioning of schema definitons.
Create basic app to expose model via RestAPI

Customer anonymization
Soft delete
Webhook to callback to customer internal software for above actions
Consent collection

As an Openline user, I’d like to be able to track users across sessions, and tie them back to a persistent GUID when possible.

As a user of Openline chat, I would like replies to a chat session sent to my email address if the chat session is no longer active.

As an Openline user, I'd like the ability to send/receive Twitter DMs via the Openline communication app. That conversation should also be logged in customerOS

And if not, we need to find an alternative that does work with golang.

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• bugs :

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As a user of Openline Chat, I would like an email sent to me with the full transcript of our chat conversation at the end of our chat session.

As an user of Openline CRM, I’d like to be able to initiate an outbound email directly from the contact view.
Prior to sending an email I want to validate the reachability of emails that I am going to send to and notify rather than send if the email is not valid

• https://github.com/openline-ai/openline-message-store/issues/8
• https://github.com/openline-ai/openline-channels/issues/21
• https://github.com/openline-ai/openline-infrastructure/issues/14
• https://github.com/openline-ai/openline-infrastructure/issues/13
• https://github.com/openline-ai/openline-access-management-api/issues/11

As a B2C company, I’d like the ability to define what additional attributes can be collected for a contact. This could be as few as 0, or as many as 50 attributes. Attribute types can be:

• Text
• Date
• Single select
• Multiple select
• Phone number
• Email
• URL
• Currency
• Custom ID
• Custom Number
• Custom Percent
• Custom Boolean
• Attachment

As an Openline user, I'd like the ability to send/receive LinkedIn DMs via the Openline communication app. That conversation should also be logged in customerOS

Will need to document steps for carrying this out:

1. Create Meta (Facebook) Business Account if not already live
2. Procure number from 3rd party (i.e. Twilio) with ability to receive SMS
3. Setup WhatsApp Business account (see https://faq.whatsapp.com/988069844889223/?locale=en_US)
4. ... TBD

Something like this:
https://supabase.com/.well-known/security.txt

As an Openline user, I’d like to be able to de-anonymize the GUID once the user has self-identified themselves. They can identify themselves via form, login, or conversation. Once the user has identified themselves, the tracker activity should be logged against a contact in customerOS.

As a B2C company, I’d like the ability to log communication against a contact. I should be able to log the following types of communications:

• Voice call
• SMS
• Video call
• LinkedIn message
• Whatsapp message
• Telegram message
• Twitter DM and public @ post
• Instagram message
• Meeting
• Email
• Note

As an user of Openline CRM, I’d like to initiate an outbound LinkedIn DM directly from the contact view.

As an Openline user, I’d like to be able to generate a cookie banner to be presented on my website. Banner would be presented to any user where we didn’t have cookie preference on file.