AI agents that replace and augment the full commercial cycle — from prospect identification to signed contract and renewal — for SMBs that can't afford a sales team.
| Landing page (iqforce.ai) | Marketing | ✓ |
| Auth — sign in/up, password reset, SMTP | Auth | ✓ |
| Nico — Enrollment chatbot + plan selection | Layer 1 | ✓ |
| Ana — GTM Analyst + KPI definition | Layer 1 | ✓ |
| Max — Strategy Reviewer, 7 dimensions | Layer 1 | ✓ |
| Leo — Proposal generator, accept/reject | Layer 1 | ✓ |
| Prospects — add/delete/CSV import | Layer 2 | ✓ |
| Email outreach — single send via Resend | Layer 2 | ✓ |
| Telegram outreach — broadcast | Layer 2 | ✓ |
| Sam agent — sales chat, price presentation | Layer 1 | ✓ |
| Success agreement UI — 3 months free + KPI confirmation | Layer 1 | ✓ |
| Internal negotiation — Sam ↔ Max ↔ Leo (1 round) | Layer 1 | ✓ |
| 90% off fallback — month-to-month flow | Layer 1 | ✓ |
| Prospect save — rejected clients for future follow-up | Layer 1 | ✓ |
| Prospect — search, filters, edit, tags, dedup, detail view | Layer 2 | ✓ |
| Email — AI templates, merge fields, unsubscribe link | Layer 2 | ✓ |
| Email sequences — multi-step, auto follow-up day 3/7/14 | Layer 2 | ✓ |
| Open/click tracking — Resend webhooks | Layer 2 | ✓ |
| Telegram — preview + confirmation before broadcast | Layer 2 | 2h |
IQForce sends on behalf of Client from `maria@<client-slug>.iqforce.solutions`. We manage SPF/DKIM/DMARC per subdomain — zero client DNS work. HITL is mandatory in the pilot; US-only targeting; rate-limited 100 sends/tenant/day. Footer: "Sent on behalf of [Client]" + Client physical address + AI disclosure.
| 4a. Per-client subdomain provisioning · slug derivation · Resend domain verify API · tenant cols · forced footer | Infra | 3h |
| 4b. MarIA reply logic | ||
| Resend Inbound on replies.<domain> subdomain | Infra | 2h · included in $20/mo Pro |
| Edge function maria-inbound — Svix HMAC + Resend payload (✓ deployed) | Layer 1 | ✓ |
| Inbound→prospect correlation (In-Reply-To / References) | Layer 1 | 4h |
| Intent classifier (interested/objection/unsub/wrong-person/OOO) | Layer 1 | 5h |
| MarIA reply generator (Claude Sonnet 4 · AI-disclosed) | Layer 1 | 8h |
| Conversations writer + deals stage update | Layer 2 | 4h |
| Cal.com booking link in template | Layer 1 | 2h |
| Mandatory HITL Reply Queue UI (toggle hidden in pilot) | UI | 4h |
| 4c. Compliance enforcement | ||
| US-only ICP filter (Ana prompt + CSV import validation) | Layer 1 | 2h |
| Rate limiter — 100 sends/tenant/day | Layer 2 | 2h |
| Pilot Agreement v1.0 in app.html (replaces ToS UI) | UI | 2h |
| Reuses existing PROD `deals` table (15 cols already there) | Layer 2 | ✓ schema |
| New "Opportunities" tab in app.html | UI | 3h |
| Table view — sortable, inline edit | UI | 5h |
| Kanban view — 7 stages, drag-drop | UI | 6h |
| Toggle table ⇄ kanban | UI | 1h |
| Activity timeline per deal (email_events + conversations + activity_logs) | UI | 4h |
| CSV/XLSX export | UI | 3h |
Existing CSV import (P1) covers the BYO need. This is just polish for client-friendly import formats. Centralized Apollo is killed per legal advice — clients use their own Apollo CSV exports if they have a subscription.
| Apollo CSV format adapter (clients with own Apollo subscription) | UI | 2h |
| LinkedIn Sales Navigator export adapter | UI | 2h |
| Suppression-list-aware import (skip rows already suppressed) | Layer 2 | 1h |
| US-country-only validation on import | Layer 2 | 1h |
| Luna — CX KPI agent, months 1-3 | Layer 1 | 10h |
| Vera — Retention agent, month 3+ | Layer 1 | 12h |
| Stripe auto-billing at month 3 | Billing | 6h |
| C-Level Dashboard (internal) | Layer 1 | 8h |
| Proposal + Strategy PDF export | UI | 4h |
| Telegram replies — extends existing telegram-webhook | Layer 2 | 12h |
| WhatsApp Business API integration | Layer 2 | 16h |
| LinkedIn outreach + reply handling (legality-gated) | Layer 2 | 20h |
| Phone calls — voice agent (Twilio + LLM) | Layer 2 | 30h |
| Data enrichment — Enrich.so, ICP match scoring | Layer 3 | 8h · $49/mo |
| AI content generation — Copy.ai, blog/social/ads | Layer 3 | 10h · $49/mo |
| Social media automation — Ocoya, LinkedIn/X/FB/IG | Layer 3 | 8h · $29/mo |
| SEO + GEO — Surfer SEO, AI search optimization | Layer 3 | 6h · $89/mo |
| Paid ads — Meta + Google Ads API, budget AI | Layer 3 | 12h · free APIs |
| Demand Gen Dashboard — CPL, ROI, budget tracker | Layer 3 | 6h |