NovaCRM Onboarding
AI agents that onboard a new customer for NovaCRM's customer success team: from the sales rep's deal email to a Rocketlane project and a Slack channel, with a phone call to the rep to confirm the plan.
Live app: https://novacrm-handoff.vercel.app
Demo recording: Rocketlane FDE.mp4
Read this first
What this does
When a sales rep closes a deal, they email the customer success inbox. The email doesn't say which plan the customer bought, so the system has to find out.
- Intake agent. Reads the email and checks that the customer name, contact email and rep are there. Then it phones the rep (a real call, through Sarvam) and asks which plan the customer signed. If the rep doesn't answer, is unsure, or the answer is unclear, it redials once or hands the deal to a person. It never assumes a plan. Once the plan is confirmed, it creates the project in Rocketlane from that plan's template.
- Communication agent. Opens a Slack channel for the customer, posts a welcome message that fits their plan, and emails the customer an invite.
- Overdue tasks. This part is set up in Rocketlane itself, not in the code: a task one day late notifies the project manager, four days late notifies the project owner.
You can watch every step of every deal in the web app, with the reason the agent gave for each action. The plans are just the templates in Rocketlane, so adding a template there adds a plan option on the call.
Project layout
apps/web Next.js app: UI, API routes, agents
apps/web/supabase/schema.sql Database tables (novacrm_*)
pnpm install
cp .env.example .env # fill it in
pnpm dev # http://localhost:3100
Run apps/web/supabase/schema.sql once in the Supabase SQL editor on a fresh project.
Pages
/ Overview: the pipeline, deals that need attention, and every email the inbox watcher has read/deals/[id] One onboarding as a thread: the AE's email, then each agent's steps, results and outcome/settings Inbox watching and integrations (Gmail, Rocketlane, Slack via Composio; Sarvam and OpenRouter keys)
How the inbox is watched
- Hosted: set
PUBLIC_APP_URL, then Settings → Turn on live watching. Composio's Gmail trigger posts each new message to /api/webhooks/composio.
- Local: while the app is open it checks the inbox every 2 minutes. Check now in the sidebar checks immediately.
Either way, a handoff email creates a deal and starts the agents in the background, so closing the tab doesn't stop a run.
Tests
pnpm test # all tests, once
pnpm --filter @novacrm/web test:watch
51 Vitest tests in apps/web/test/, offline and in under a second. They run the real inbox, workflow, agent runtime, tools and Sarvam call logic. Only the edges are replaced (test/support/):
- Supabase → an in-memory database with the schema's defaults and unique constraints
- Gmail, Rocketlane, Slack (Composio) → fakes that return the real tools' shapes, with failure injection
- Sarvam → a fake HTTP layer that plays scripted calls (confirmed, no answer, busy, dropped, unclear)
- The LLM → a scripted model that makes the calls a careful model would, from the tools offered and their results
| File | Covers |
|---|
happy-path.test.ts | Enterprise email → parse → call offering Rocketlane's templates → Enterprise project → personalised channel, welcome, customer email; every step logged. Template accuracy for Enterprise (dedicated CSM), Growth (pooled) and Mid Market (a template no code knows about) |
validation.test.ts | Missing customer, contact or contact email: collected on the call, never emailed; an email spelled with spaces is cleaned; a detail not given or malformed stops for a person; no AE phone stops without a call |
edge-cases.test.ts | No answer (redial, then stop), unclear answer, hedged answer, dropped call, busy line; Rocketlane down (retry, stop, recover); existing open project; similar-but-different company; a plan that wasn't offered; options matched exactly; only offered templates count; taken Slack name |
entity-resolution.test.ts | customerKey; one deal per customer across repeat handoffs, name variants and contact email; the same message seen twice |
