PrimaCoda White-Label - Complete Project Dashboard

Business Documents

BUSINESS_PLAN.md Core

White-label business strategy, pricing tiers, revenue projections

README.md Core

Project overview, quick start, Square integration notes

AGENCY_ONBOARDING.md Core

48-hour onboarding flow, email sequences, success metrics

12 Agent Templates

🎧

Support Agent

Ticket handling, auto-responses, escalation

⏱️ 15 min📈 3x ROI

🎯

Lead Qualifier

Lead research, outreach, meeting booking

⏱️ 30 min📈 5x ROI

✍️

Content Creator

Blogs, social media, newsletters

⏱️ 45 min📈 4x ROI

📊

Data Analyst

Reporting, dashboards, insights

⏱️ 60 min📈 6x ROI

📱

Social Media Manager

Multi-platform posting, engagement

⏱️ 20 min📈 2.5x ROI

📄

Invoice Processor

AP automation, approval routing

⏱️ 45 min📈 4x ROI

👋

HR Onboarding

New hire workflows, training

⏱️ 40 min📈 3.5x ROI

📝

Meeting Assistant

Notes, action items, follow-ups

⏱️ 10 min📈 2x ROI

⚖️

Compliance Monitor

Regulatory compliance, audit trails

⏱️ 90 min📈 8x ROI

📦

Inventory Manager

Stock tracking, reordering, forecasting

⏱️ 50 min📈 4x ROI

🎉

Event Coordinator

Event planning, invitations, coordination

⏱️ 20 min📈 2.5x ROI

💻

Code Reviewer

PR reviews, security scanning

⏱️ 30 min📈 3x ROI

API Routes (Square Integration)

GET /api/agenciesLIST

POST /api/agenciesCREATE

GET /api/clientsLIST

POST /api/clients/:id/agentsDEPLOY

GET /api/agents/:idREAD

POST /api/agents/:id/controlCONTROL

POST /api/billing/subscribeSQUARE

GET /api/templatesLIST

UI Components (React + TypeScript)

OnboardingWizard.tsx React

5-step wizard: Branding → Billing → Team → Template → Launch

AgencyCustomization.tsx React

Logo upload, color picker, domain config, email settings

ClientPortal.tsx React

White-labeled client view: Agents, Conversations, Documents

AgencyDashboard.tsx React

Analytics dashboard: Revenue charts, client table, alerts

Project Tracker Spreadsheet

Component	Category	Files	Status	Link
Business Plan	Documentation	3	✓ Complete	View
Agent Templates	Product	13	✓ Complete	View
API Routes	Backend	5	✓ Complete	View
Square Billing	Payments	1	✓ Complete	View
Database Schema	Infrastructure	1	✓ Complete	View
UI Components	Frontend	4	✓ Complete	View
Deployment Scripts	DevOps	3	✓ Complete	View
Webhook Handlers	Integrations	1	✓ Complete	View
API Documentation	Docs	1	✓ Complete	View
Auth (OAuth/SAML)	Security	3	✓ Complete	View

Complete File Index

api/server.js

Express app entry point

api/routes/agencies.js

Agency CRUD operations

api/routes/clients.js

Client management API

api/routes/agents.js

Agent deployment API

api/routes/billing-square.js Square

Square payment integration

api/routes/templates.js

Template marketplace API

api/auth/oauth.js

Google/Microsoft/SAML auth

api/webhooks/agent-events.js

Agent event webhooks

api/db/schema.sql

PostgreSQL schema (10 tables)

api/docs/openapi.yaml

API documentation spec

scripts/deploy-agency.sh

Agency deployment script

scripts/deploy-template.sh

Template deployment script

scripts/deploy-production.sh

Production deployment

docker-compose.production.yml

Production stack config

.env.square.example

Square environment variables

47

12

8

4

10

Square