MageTech AI Marketing OS

A full-featured, AI-powered multi-tenant SaaS marketing platform. From CRM and lead management to campaign orchestration, AI content generation, marketing automation, and analytics — all in one unified system.

Version 0.1.0 — September 2026MageTech AI Marketing OS is an enterprise-grade, AI-powered marketing operating system designed for businesses of all sizes — from individual sellers and freelancers to agencies and enterprises.

System Architecture

The platform follows a multi-layered microservices-inspired architecture within a Turborepo monorepo. Each layer is independently scalable.

Client Layer

Next.js 14 Web AppReact Native Expo MobileAPI Consumers / Webhooks

API Layer (Express.js - Port 3001)

Auth MiddlewareTenant MiddlewareRate Limiter28 Route Modules

Service Layer (27 Domain Modules)

Auth & UsersCRM & LeadsCampaignsAI OrchestratorEmail/WhatsApp/SMSSocial & AdsAutomationAnalytics

Background Workers (BullMQ + Redis)

Email QueueWhatsApp QueueSMS QueueAutomation QueueAI Queue

Data Layer

PostgreSQL 16 + pgvectorRedis 7 (Cache/Queue)AWS S3 (File Storage)

Technology Stack

Layer	Technology	Version	Purpose
Monorepo	Turborepo + npm workspaces	v2.1+	Code organization, build caching
Language	TypeScript	5.5	End-to-end type safety
Frontend	Next.js (App Router)	14	SSR, routing, API routes
UI Framework	React + Tailwind CSS + Radix UI	18 / 3	Component library, styling
Charts	Recharts	2.x	Analytics visualizations
Workflow Builder	ReactFlow	11	Visual automation canvas
Backend	Express.js	4.x	REST API server
ORM	Prisma	5	Database access, migrations
Database	PostgreSQL + pgvector	16	Relational data + vector embeddings
Cache/Queue	Redis + BullMQ	7 / 5.x	Job queues, caching, sessions
AI	OpenAI SDK + Anthropic SDK	Latest	GPT-4o, Claude Sonnet 4
Auth	JWT + bcrypt + speakeasy	—	Access/refresh tokens, MFA/TOTP
Payments	Stripe	Latest	Subscriptions, invoicing, webhooks
Email	SendGrid	v3 API	Transactional & marketing email
SMS	Twilio	Latest	SMS messaging
WhatsApp	Meta Graph API	v18	WhatsApp Business messaging
Ads	Meta Ads API, Google Ads API, LinkedIn Marketing API	v18 / v16 / v2	Paid advertising management
E-commerce	Shopify Admin API, WooCommerce REST API	2024-01 / wc/v3	Product & order sync
Mobile	React Native + Expo	0.86 / 57	iOS/Android companion app
Testing	Jest + Supertest	—	Unit & integration tests
CI/CD	GitHub Actions	—	Lint, test, build, deploy
Containerization	Docker + Docker Compose	Multi-stage	Production deployment
Reverse Proxy	Nginx	Latest	SSL, security headers, caching

Monorepo Structure

magetech-ai-marketing-os/
├── apps/
│   ├── api/                    # Express.js REST API (port 3001)
│   │   ├── prisma/             # Schema (113+ models), migrations, seed
│   │   └── src/
│   │       ├── ai/             # AI orchestrator, tools, RAG, safety
│   │       ├── automation/     # Actions, triggers, conditions
│   │       ├── config/         # Environment configuration
│   │       ├── controllers/    # Route handlers
│   │       ├── integrations/   # 9 platform integrations
│   │       ├── jobs/           # BullMQ job definitions
│   │       ├── middleware/     # Auth, tenant, rate limiting
│   │       ├── routes/         # 26 route modules
│   │       ├── services/       # 28 service modules
│   │       └── __tests__/      # Test files
│   ├── web/                    # Next.js 14 Frontend (port 3000)
│   │   ├── app/                # App Router pages
│   │   │   ├── (auth)/         # Login, register, forgot-password
│   │   │   └── dashboard/      # 27 dashboard modules
│   │   ├── components/         # 11 component directories
│   │   ├── stores/             # Zustand state management
│   │   └── hooks/              # Custom React hooks
│   ├── mobile/                 # React Native Expo App
│   └── worker/                 # BullMQ Background Workers
├── packages/
│   ├── shared/                 # Types, API client, validation, utils
│   ├── ui/                     # Radix-based component library
│   ├── database/               # Prisma client
│   └── config/                 # Shared ESLint, Tailwind, TypeScript
├── docker/                     # Docker + Nginx configs
└── .github/workflows/          # CI/CD pipelines

Database Schema

The Prisma schema defines 113+ models across 20 functional domains using PostgreSQL with pgvector for AI vector embeddings.

Multi-Tenancy & Authentication

Model	Purpose
`Tenant`	Root entity — plan type, Stripe billing, onboarding, settings JSON
`User`	User accounts with MFA support, tied to tenant via `tenantId`
`Role` / `UserRole` / `Permission`	RBAC system with 11 roles and granular module-level permissions
`Invitation`	Tenant invitation system with expiring tokens
`Session`	JWT refresh token sessions
`ApiKey`	API key management with hash, prefix, expiry
`AuditLog`	Full audit trail — action, entity, old/new data, IP, user agent

CRM & Lead Management

Model	Purpose
`Contact`	Full contact records with lead score, tags, custom fields, owner
`Company`	Company records with industry, size, website
`Deal` / `DealStage`	Sales pipeline with value, currency, probability, stages
`Lead`	Full lead lifecycle with AI scoring (cold/warm/hot/high_intent)
`Activity` / `Task` / `Note`	Activity logging, task management, pinnable notes
`CustomField` / `Tag`	Dynamic custom fields and tagging system

Campaigns, Content & Channels

Model	Purpose
`Campaign`	Multi-channel campaigns (10 types) with status lifecycle
`EmailCampaign` / `EmailTemplate`	Email campaigns with HTML, templates, open/click tracking
`WhatsAppCampaign` / `WhatsAppTemplate`	WhatsApp campaigns with template support
`SMSCampaign` / `SMSMessage`	SMS campaigns with Twilio tracking
`AdCampaign` / `AdSet` / `Ad`	Multi-platform ad campaigns (Meta/Google/LinkedIn)
`SocialPost` / `SocialAccount`	Social media posting and account management
`ContentItem` / `ContentTemplate`	Content studio with 18 languages, 14 tones

AI & Automation

Model	Purpose
`AIConversation` / `AIMessage`	AI chat conversations with tool calls/results
`AIKnowledgeBase` / `AIDocumentChunk`	RAG knowledge base with document chunking and embeddings
`Automation` / `AutomationNode`	Visual automation workflows with trigger/action/condition nodes
`Chatbot` / `ChatbotFlow`	Chatbot builder with visual flow editor and knowledge base
`AIUsageLog`	Token usage and cost tracking per model

Enterprise Features

Model	Purpose
`Department` / `Branch`	Organizational structure with multi-location support
`Brand` / `BrandAsset`	Multi-brand management with guidelines and assets
`ApprovalWorkflow` / `ApprovalRequest`	Multi-step approval processes with comments
`SSOConfig` / `LDAPConfig`	Enterprise SSO (Google/Microsoft/Okta/Auth0/SAML) and LDAP
`AgencyClientAsAgency`	Agency-client relationship management
`Segment` / `SegmentMember`	Dynamic audience segmentation with rule engine

Docker & Deployment

Development

# Start PostgreSQL + Redis
docker compose -f docker/docker-compose.yml up -d

# Services:
#   PostgreSQL 16 (pgvector) - port 5432
#   Redis 7 - port 6379

Production

# Full stack deployment
docker compose -f docker/docker-compose.prod.yml up -d

# Services:
#   api       - Express.js (port 3001)
#   web       - Next.js (port 3000)
#   postgres  - PostgreSQL 16 + pgvector
#   redis     - Redis 7 (AOF, 256MB limit)
#   nginx     - Reverse proxy (ports 80/443)

Nginx Configuration

HTTP-to-HTTPS redirect with TLS 1.2/1.3
Security headers: CSP, X-Frame-Options, X-Content-Type-Options, X-XSS-Protection, Referrer-Policy
WebSocket upgrade support for real-time features
Gzip compression for text/CSS/JS/JSON/SVG
Immutable caching for /_next/static/
Proxy pass: /api/ to API, / to Web

Environment Configuration

Copy .env.example to .env and configure the following:

Core Services

DATABASE_URL
PostgreSQL connection string

REDIS_URL
Redis connection string

JWT_SECRET
Access token signing key

JWT_REFRESH_SECRET
Refresh token signing key

AI Providers

OPENAI_API_KEY
Get from platform.openai.com

ANTHROPIC_API_KEY
Get from console.anthropic.com

Email (SendGrid)

SENDGRID_API_KEY
Get from app.sendgrid.com

SENDGRID_FROM_EMAIL
Verified sender email address

SMS (Twilio)

TWILIO_ACCOUNT_SID
Get from console.twilio.com

TWILIO_AUTH_TOKEN
Twilio auth token

TWILIO_PHONE_NUMBER
Twilio phone number (+1234567890)

WhatsApp (Meta)

WHATSAPP_ACCESS_TOKEN
Get from Meta for Developers

WHATSAPP_PHONE_NUMBER_ID
WhatsApp Business phone number ID

Payments (Stripe)

STRIPE_SECRET_KEY
Get from dashboard.stripe.com

STRIPE_WEBHOOK_SECRET
Webhook endpoint signing secret

Advertising

META_ACCESS_TOKEN
Meta Business Suite access token

GOOGLE_ADS_DEVELOPER_TOKEN
Google Ads API developer token

GOOGLE_ADS_CLIENT_ID
Google OAuth2 client ID

GOOGLE_ADS_CLIENT_SECRET
Google OAuth2 client secret

File Storage (AWS S3)

AWS_ACCESS_KEY_ID
IAM access key

AWS_SECRET_ACCESS_KEY
IAM secret key

AWS_REGION
S3 bucket region

S3_BUCKET_NAME
S3 bucket name

Authentication & Users

How It Works

JWT-based authentication with access tokens (15min) and refresh tokens (7 days). Supports MFA/TOTP via speakeasy, password reset flows, and API key management.

User Roles (11)

Role	Key Permissions
Owner	Full access (*). Manage billing, users, settings.
Admin	Manage users, campaigns, contacts, analytics, billing view.
Manager	Create/send campaigns, manage contacts, view analytics.
Marketing Manager	Create/send campaigns, manage content, view analytics.
Sales Manager	Manage contacts, deals, leads, view sales analytics.
Viewer	View-only access to all modules.

Adding Users

Navigate to Settings > Team or Users & Roles
Click "Invite User"
Enter email, select role, assign branch (optional)
User receives invitation email with expiring token
User creates account and is added to the tenant

CRM & Leads

CRM Module

Full CRM with contacts, companies, deals, activities, tasks, and notes. Supports custom fields, tags, and lead source tracking.

Key Features

Contact Management — CRUD with company association, tags, custom fields, lead score
Deal Pipeline — Visual pipeline with stages: Prospecting → Qualification → Proposal → Negotiation → Closed Won/Lost
Activity Logging — Track calls, emails, meetings, notes per contact/deal
Task Management — Priority-based tasks (low/medium/high/urgent) with status tracking
Import/Export — CSV import for contacts and leads

Leads Module

AI-powered lead management with scoring, pipeline stages, and conversion tracking.

Lead Scoring — AI evaluates: Cold (<30), Warm (30-59), Hot (60-79), High Intent (80+)
Pipeline View — Kanban board: New → Contacted → Qualified → Proposal → Negotiation → Won/Lost
Conversion — Convert leads to CRM contacts/deals with one click
Auto-Assignment — Round-robin or rule-based lead assignment
Batch Scoring — Score multiple leads at once

Campaign Management

How It Works

Multi-channel campaign orchestration supporting 10 campaign types with a 5-step creation wizard.

Campaign Types

Email WhatsApp SMS Social Media Google Ads Meta Ads LinkedIn Ads Content Marketing Landing Page Mixed (Multi-channel)

Campaign Lifecycle

draft → scheduled → active → paused → completed
                         ↓
                    cancelled

5-Step Wizard

Campaign Details — Name, type, description, budget
Audience — Segment selection, contact filtering
Content — Message creation, AI assistance, A/B testing
Schedule — Send date/time, timezone, recurrence
Review & Launch — Preview, confirm, launch

MageAI & Content Studio

AI Orchestrator

Multi-provider AI system with automatic fallback chain: GPT-4o → Claude Sonnet 4 → GPT-4o-mini. Supports tool calling, RAG augmentation, and safety guardrails.

Key Features

Chat Interface — Multi-turn conversations with markdown rendering and tool call visualization
10 AI Tools — CRM queries, content generation, campaign creation, analytics queries
RAG Pipeline — Document chunking, pgvector embeddings, semantic search
Content Safety — Jailbreak detection, PII filtering, spam detection, prompt injection prevention

Content Studio

AI-powered content generation supporting 8 content types, 14 tones, and 18 languages.

Content Type	Description
Social Post	Platform-optimized social media posts
Blog Article	Long-form articles with SEO optimization
Email Campaign	Marketing email copy with CTAs
Ad Copy	Platform-specific ad copywriting
Product Description	E-commerce product descriptions
Video Script	YouTube/social video scripts
Landing Page	High-converting landing page copy
Newsletter	Regular newsletter content

Knowledge Base (RAG)

Upload documents (PDF, DOCX, CSV, MD) or crawl websites
Documents are chunked and embedded using pgvector
Semantic search retrieves relevant context for AI responses
Per-tenant knowledge base isolation

Marketing Automation

Visual Workflow Builder

Node-graph automation with triggers, actions, conditions, and delays. Build complex multi-step marketing workflows visually.

Trigger Types (12)

New Lead Form Submission Tag Added Stage Changed Time-Based Webhook Email Opened Purchase Completed Cart Abandoned Schedule

Action Types (14)

Send Email Send WhatsApp Send SMS Create Task Update Lead Add/Remove Tag Assign User Call Webhook Notify User Update Deal Move Lead Stage

Condition Types

lead_score_above — Check lead score threshold
lead_source_is — Match lead source
has_tag — Check for specific tag
days_since_contacted — Time-based conditions
deal_value_above — Deal value threshold

Analytics

How It Works

Real-time analytics engine with 7 dashboard tabs, AI-powered anomaly detection, and period-over-period comparisons.

Analytics Tabs

Overview — KPI cards, line/bar charts, trend indicators
Leads — Funnel visualization, source breakdown, score distribution
Campaigns — Performance by channel, A/B test results, ROI tracking
Revenue — MRR, ARR, revenue by source, forecast
Social — Engagement metrics, follower growth, best posts
Email — Open rates, click rates, deliverability, list growth
AI Insights — Automated trend detection, optimization suggestions

AI-Powered Features

Anomaly Detection — Automatically flags unusual metric changes with severity levels
Period Comparison — Compare any two time periods side-by-side
Predictive Analytics — Revenue forecasting and trend projection
Smart Recommendations — AI suggests optimization actions based on data patterns

Email Marketing

Integration: SendGrid API v3

Email campaign creation with HTML/text content
Template management with variable interpolation
Open/click/bounce/unsubscribe tracking
Segment-based recipient targeting (8 preset segments)
A/B testing support
Scheduled sending with timezone support

Configuration

Set SENDGRID_API_KEY and SENDGRID_FROM_EMAIL in .env. Get API key from SendGrid Dashboard.

WhatsApp Business

Integration: Meta Graph API v18

Text, template, image, document, and interactive messages
Template management and registration
Read receipts and delivery tracking
Real-time chat inbox with conversation threads
Bulk messaging support

Configuration

Set WHATSAPP_ACCESS_TOKEN and WHATSAPP_PHONE_NUMBER_ID. Get credentials from Meta for Developers > WhatsApp > Getting Started.

SMS Marketing

Integration: Twilio REST API

Single and batch SMS sending
Message status tracking (sent/delivered/failed)
SMS template management
Available phone number lookup

Configuration

Set TWILIO_ACCOUNT_SID, TWILIO_AUTH_TOKEN, and TWILIO_PHONE_NUMBER. Get credentials from Twilio Console.

Supported Platforms

Platform	API	Features
Facebook	Graph API v18.0	Page posting, insights, engagement tracking
Instagram	Graph API v18.0	Media creation + publish, stories, insights
LinkedIn	Marketing API v2	UGC posts, company page analytics
Twitter/X	Twitter API v2	Tweet creation, analytics
YouTube	Data API v3	Video upload, channel analytics

Features

Visual content calendar with post scheduling
Multi-platform post creation and publishing
Engagement metrics (likes, comments, shares, reach)
Recommended posting times per platform
Draft management and post queue

Ad Manager

Supported Platforms

Platform	API	Campaign Types
Meta (Facebook/Instagram)	Graph API v18.0	Brand Awareness, Reach, Traffic, Conversions, Lead Gen
Google Ads	Google Ads API v16	Search, Display, Shopping, Performance Max, YouTube
LinkedIn	Marketing API v2	Sponsored Content, Message Ads, Text Ads

Features

5-step ad creation wizard (Platform → Details → Audience → Creative → Review)
Audience targeting (age, interests, location, custom audiences)
Performance metrics: impressions, clicks, CTR, CPC, conversions, ROAS
Budget management with daily/lifetime budgets
Campaign lifecycle: pause, resume, complete

Chatbot Builder

Visual Flow Builder

Drag-and-drop chatbot builder with multi-step conversational flows and live chat testing.

Node Types

Category	Nodes
Message	Text, Image, Button, Quick Reply, Card
Logic	Condition, Router
Actions	Webhook, Assign Agent, Add Tag, Send Email
AI	GPT Response, Knowledge Base Search
Timing	Delay (minutes/hours/days)

Features

Knowledge base linking for AI-powered responses
Agent handoff for human support
Live chat inbox with conversation history
Chatbot statistics and performance tracking

Website Builder

Block-Based Landing Page Builder

Create landing pages with draggable content blocks and AI-powered generation.

Block Types

Hero Text Image Video Form FAQ Testimonials CTA Features

Form Builder

Custom forms with field types: text, email, phone, textarea, select, checkbox. Submission tracking and export.

E-commerce

Integrations: Shopify & WooCommerce

Shopify — Admin API 2024-01: Products, orders, customers, abandoned cart recovery
WooCommerce — REST API wc/v3: Products, orders, customers, coupons, sales reports

Features

Product catalog management with categories and tags
AI-powered product recommendations (frequently bought, upsell, cross-sell)
Cart abandonment tracking and recovery
Purchase history and top customer analytics

Audience Segments

Rule-Based Segmentation

Create dynamic or static audience segments using field-level rules with AND/OR logic.

Rule Operators

equals not_equals contains greater_than less_than in not_in before after

Preset Segments

New Leads (last 7 days)
Hot Leads (score ≥ 60)
Inactive Customers (no activity 30+ days)
High-Value Deals (value ≥ $10,000)

Approval Workflows

Multi-Step Approval System

Configurable approval workflows for campaigns, content, and budget changes.

Approval Types

Campaign Content Budget General

Workflow Features

Drag-and-drop workflow builder with ordered steps
Request lifecycle: Submit → Review → Approve/Reject/Revision
Comment system for feedback and discussion
Email notifications for pending approvals
Timeout and auto-approve threshold settings

SSO & Enterprise Security

Supported SSO Providers

Google Microsoft Okta Auth0 SAML 2.0 Custom OIDC

LDAP Integration

Custom LDAP v3 client (no external dependency)
LDAP over TLS (ldaps://) support
User sync from LDAP directory
Connection testing with latency measurement

SCIM Provisioning

Automated user provisioning and deprovisioning via SCIM 2.0 protocol.

Security Policies

MFA enforcement (TOTP, SMS backup)
Password complexity requirements
Session timeout configuration
Account lockout after failed attempts
IP whitelist/blacklist

Agency / Multi-Client

How It Works

Manage multiple client accounts from a single agency dashboard. Each client has isolated data, configurable permissions, and white-label options.

Client Permissions

Campaign editing
Contact management
Analytics access
Billing visibility
AI feature access

White-Label Settings

Custom domain per client
Custom branding (logo, colors)
Custom email templates
Client-facing dashboard

Multi-Tenant Architecture

Data Isolation

Every database model includes a tenantId with cascade delete. Data isolation is enforced at the service layer.

Isolation Methods

Row-Level Security (RLS) API Key Scoping JWT Tenant Claims Redis Key Prefixing

Plan-Based Limits

Plan	Price	Contacts	Emails/mo	AI Tokens	Users
Free	$0	100	1,000	10K	1
Starter	$49/mo	1,000	10,000	100K	3
Growth	$99/mo	10,000	50,000	500K	10
Professional	$199/mo	50,000	200,000	2M	25
Enterprise	$299/mo	Unlimited	Unlimited	Unlimited	Unlimited

Corporate / Enterprise Structure

Organization Features

Departments — Organize users into departments (Marketing, Sales, Support, etc.)
Branches — Multi-location management with timezone, currency, locale, working hours
Brands — Multi-brand management with guidelines, assets, and performance tracking
Hierarchy — Visual org chart with parent-child relationships

Branch Configuration

Address, timezone, currency, locale
Working hours per day
Holiday management
User-to-branch assignment
Performance tracking per branch

Audit Logs

Comprehensive Audit Trail

Every action in the system is logged with full context for compliance and security.

Logged Data

Timestamp, user, action type (CREATE/UPDATE/DELETE/LOGIN/SEND/AI_GEN)
Entity type and ID
Old and new data (for updates)
IP address and user agent
Branch and brand context

Features

Date range filtering and search
Export to CSV
Entity history tracking (see all changes to a specific contact/deal)
User activity tracking
Action breakdown analytics
Data retention management

Integration Setup Guide

Step-by-Step Configuration

1. Email (SendGrid)

Create account at sendgrid.com
Go to Settings > API Keys > Create API Key
Verify a single sender email or authenticate a domain
Add to .env: SENDGRID_API_KEY and SENDGRID_FROM_EMAIL

2. WhatsApp Business

Create app at developers.facebook.com
Add WhatsApp product to your app
Get temporary access token (or generate permanent token)
Get Phone Number ID from WhatsApp > Getting Started
Add to .env: WHATSAPP_ACCESS_TOKEN and WHATSAPP_PHONE_NUMBER_ID

3. SMS (Twilio)

Create account at twilio.com
Get Account SID and Auth Token from Console Dashboard
Buy a phone number or use trial number
Add to .env: TWILIO_ACCOUNT_SID, TWILIO_AUTH_TOKEN, TWILIO_PHONE_NUMBER

4. Social Media

Facebook/Instagram: Create Meta Business app, get Page Access Token
LinkedIn: Create LinkedIn app, request Marketing API access
Twitter/X: Create developer account, generate API keys
Connect accounts via the Social Media module in the dashboard

5. Google Ads

Apply for Google Ads API access at developers.google.com
Get developer token, OAuth2 client ID and secret
Generate refresh token via OAuth flow
Add to .env: GOOGLE_ADS_DEVELOPER_TOKEN, GOOGLE_ADS_CLIENT_ID, GOOGLE_ADS_CLIENT_SECRET, GOOGLE_ADS_REFRESH_TOKEN, GOOGLE_ADS_CUSTOMER_ID

6. Stripe Billing

Create account at stripe.com
Get API keys from Developers > API Keys
Set up webhook endpoint: https://yourdomain.com/api/v1/billing/webhook
Add to .env: STRIPE_SECRET_KEY, STRIPE_PUBLISHABLE_KEY, STRIPE_WEBHOOK_SECRET

7. AI Providers

OpenAI: Create account at platform.openai.com, generate API key
Anthropic: Create account at console.anthropic.com, generate API key
Add to .env: OPENAI_API_KEY and/or ANTHROPIC_API_KEY

8. E-commerce

Shopify: Create custom app in Shopify Admin > Settings > Apps > Develop apps
WooCommerce: Go to WooCommerce > Settings > Advanced > REST API > Add key
Connect via the E-commerce module in the dashboard

User Management Guide

Adding Users

Navigate to Settings > Team
Click "Invite User"
Enter email address and select a role
Optional: Assign to a branch or department
Click "Send Invitation"
User receives email with invitation link (expires in 7 days)
User clicks link, creates password, and sets up MFA (optional)

User Roles & Permissions

Role	Campaigns	Contacts	Analytics	Settings	Billing
Owner	Full	Full	Full	Full	Full
Admin	Full	Full	Full	Full	View
Manager	Create/Send	Full	View	Limited	—
Marketing	Create/Send	View	View	—	—
Sales	—	Full	View	—	—
Viewer	View	View	View	—	—

MFA Setup

Go to Security settings
Click "Enable MFA"
Scan QR code with authenticator app (Google Authenticator, Authy, etc.)
Enter verification code to confirm
Save backup codes securely

Customer Benefits

For Small Businesses

All-in-One Platform — No need for 5+ separate tools (email, CRM, social, analytics, ads)
AI-Powered Content — Generate professional marketing content in seconds
Automated Workflows — Set up once, run forever — welcome emails, lead nurturing, cart recovery
Multi-Channel Reach — Email, WhatsApp, SMS, Social, Ads from one dashboard
Free Tier — Start free, upgrade as you grow

For Agencies

Multi-Client Management — Manage 10-100+ clients from one dashboard
White-Label Options — Custom domains, branding per client
Client Health Scoring — Proactively identify at-risk accounts
Permission Controls — Granular access per client
Revenue Tracking — Track client revenue and ROI

For Enterprises

Multi-Tenant Isolation — Complete data isolation with row-level security
SSO/LDAP — Enterprise single sign-on and directory integration
Approval Workflows — Multi-step approval for campaigns and content
Audit Logging — Full compliance trail for every action
Unlimited Scale — Enterprise plan with no limits

For E-commerce

Shopify/WooCommerce Integration — Sync products, orders, customers
Cart Abandonment Recovery — Automated WhatsApp/email recovery sequences
AI Recommendations — Product recommendations for cross-sell/upsell
Purchase Tracking — Revenue attribution per campaign/channel

API Reference

Base URL

http://localhost:3001/api/v1

Authentication

Authorization: Bearer <your-jwt-token>

Request Format

POST /api/v1/contacts
Content-Type: application/json
Authorization: Bearer <token>

{
  "firstName": "John",
  "lastName": "Doe",
  "email": "john@example.com"
}

Response Format

{
  "success": true,
  "data": { ... },
  "message": "Optional message",
  "pagination": {
    "total": 100,
    "page": 1,
    "limit": 20,
    "totalPages": 5
  }
}

API Modules (28)

Module	Base Route	Description
Auth	`/api/v1/auth`	Login, register, MFA, password reset
Users	`/api/v1/users`	User CRUD, role management
Tenants	`/api/v1/tenants`	Tenant configuration, onboarding
CRM	`/api/v1/crm`	Contacts, companies, deals, activities
Leads	`/api/v1/leads`	Lead capture, scoring, conversion
Campaigns	`/api/v1/campaigns`	Multi-channel campaign management
Content	`/api/v1/content`	AI content generation, templates
AI	`/api/v1/ai`	AI chat, knowledge base, tools
Analytics	`/api/v1/analytics`	Dashboard, reports, insights
Email	`/api/v1/email`	Email campaigns, templates
WhatsApp	`/api/v1/whatsapp`	WhatsApp campaigns, messaging
SMS	`/api/v1/sms`	SMS campaigns
Social	`/api/v1/social`	Social media posting, analytics
Ads	`/api/v1/ads`	Multi-platform ad management
Automation	`/api/v1/automations`	Visual workflow builder
Chatbot	`/api/v1/chatbot`	Chatbot builder, flows
Website	`/api/v1/website`	Landing pages, forms
E-commerce	`/api/v1/ecommerce`	Products, cart, purchases
Segments	`/api/v1/segments`	Audience segmentation
Billing	`/api/v1/billing`	Subscriptions, invoices
Approvals	`/api/v1/approvals`	Approval workflows
Audit	`/api/v1/audit`	Audit logs, compliance
SSO	`/api/v1/sso`	SSO, LDAP, SCIM
Agency	`/api/v1/agency`	Multi-client management
Settings	`/api/v1/settings`	User/tenant settings
Integrations	`/api/v1/integrations`	Third-party connections
Branches	`/api/v1/branches`	Multi-location management
Brands	`/api/v1/brands`	Brand management

Billing & Plans

Stripe Integration

Billing is powered by Stripe with webhook-driven subscription management.

Subscription Lifecycle

Create Subscription → Active → Past Due → Canceled
                         ↓
                    Trial Period

Usage Tracking

Each plan has configurable limits. Usage is tracked in real-time:

Contacts, leads, campaigns, automations
Email sends, SMS sends, WhatsApp messages
AI token usage, storage, API calls
Team members, social accounts

Webhook Events Handled

checkout.session.completed — New subscription
invoice.paid — Payment successful
invoice.payment_failed — Payment failed
customer.subscription.updated — Plan change
customer.subscription.deleted — Cancellation

MageTech AI Marketing OS — Technical Documentation v0.1.0
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