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MERGE.md - Sales Research Assistant Feature

🎯 Feature Overview

This branch transforms the AI Chat Assistant into a Sales Research Assistant specifically designed for pre-sales engineers and sales representatives. The app now provides AI-powered customer research capabilities with interactive follow-up questions.

🚀 Key Features Added

Backend Enhancements

  • Sales-focused RAG system with specialized prompts for company analysis
  • Follow-up question generation API endpoint
  • Enhanced document processing with company name association
  • Improved context retrieval (5 chunks instead of 3)

Frontend Transformations

  • Sales Research UI with building icons and professional design
  • Company document upload with name association
  • Interactive follow-up questions that appear after each AI response
  • Enhanced error handling and user feedback

New API Endpoints

  • POST /api/generate_followup - Generates contextual follow-up questions
  • Enhanced POST /api/upload - Now requires company name
  • Enhanced POST /api/rag_chat - Sales-focused analysis

📋 Testing Files Added

  • test_company.pdf - Sample company document for testing
  • test_sales_research.py - Comprehensive test script

🔧 Technical Changes

Files Modified

  • api/app.py - Complete backend transformation
  • frontend/app/page.tsx - Complete frontend transformation
  • vercel.json - Updated for production deployment

New Dependencies

  • All existing dependencies maintained
  • No new dependencies required

📦 Deployment Instructions

Local Development

  1. Backend: cd api && PYTHONPATH=.. uvicorn app:app --reload --port 8000
  2. Frontend: cd frontend && npm run dev
  3. Test: Open http://localhost:3000

Production Deployment

The app is ready for Vercel deployment with the updated vercel.json configuration.

🔄 Merge Instructions

Option 1: GitHub Pull Request (Recommended)

  1. Create Pull Request:

    # Navigate to GitHub and create PR from:
# sales-research-tool → main

  2. Review Changes:

    • Backend: Sales-focused prompts and follow-up generation
    • Frontend: Complete UI transformation
    • Configuration: Updated Vercel settings

  3. Merge to Main:

    git checkout main
git pull origin main
git merge sales-research-tool
git push origin main

Option 2: Direct Merge (GitHub CLI)

# Create and merge pull request
gh pr create --title "Sales Research Assistant Feature" --body "Transform app into sales research tool with follow-up questions"
gh pr merge --merge --delete-branch

Option 3: Local Merge

# Switch to main branch
git checkout main

# Merge the feature branch
git merge sales-research-tool

# Push to remote
git push origin main

# Clean up (optional)
git branch -d sales-research-tool
git push origin --delete sales-research-tool

🧪 Testing After Merge

Manual Testing

  1. Upload Test Document:

    • Company: "Acme Corporation"
    • File: test_company.pdf

  2. Test Questions:

    • "What are Acme Corporation's main business challenges?"
    • "Who are the key decision makers?"
    • "What is their technology stack?"

  3. Verify Features:

    • ✅ Sales-focused UI appears
    • ✅ Document uploads successfully
    • ✅ AI provides sales insights
    • ✅ Follow-up questions appear
    • ✅ Clicking follow-up questions works

Automated Testing

# Update API key in test script
python test_sales_research.py

🎯 Use Cases

Pre-sales Research

  • Upload prospect 10-K reports
  • Analyze business challenges
  • Identify decision makers
  • Understand technology stack

Competitive Analysis

  • Research competitor documents
  • Identify market opportunities
  • Understand competitive landscape

Sales Intelligence

  • Generate follow-up questions
  • Discover pain points
  • Map stakeholder relationships

🚨 Important Notes

  1. API Key Required: Users must provide OpenAI API key
  2. File Size Limit: 10MB maximum for PDF uploads
  3. Production Ready: All changes are production-ready
  4. Backward Compatible: Existing chat functionality preserved

📞 Support

If issues arise during merge or deployment:

  1. Check Vercel deployment logs
  2. Verify API endpoints are responding
  3. Test with the provided test files
  4. Review browser console for frontend errors

Branch: sales-research-tool
Status: Ready for merge
Deployment: Production-ready