Professional Services Software

ClientPulse

Turn Feedback Into Client Loyalty

ClientPulse gives independent consultants instant, actionable client feedback after every meeting through AI-powered micro-surveys and clear dashboards. Designed for tech-savvy freelancers, it flags urgent issues and suggests targeted improvements, enabling you to resolve concerns, boost client loyalty, and grow repeat business—before problems escalate or relationships slip away.

Subscribe to get amazing product ideas like this one delivered daily to your inbox!

ClientPulse

Product Details

Explore this AI-generated product idea in detail. Each aspect has been thoughtfully created to inspire your next venture.

Vision & Mission

Vision
To empower every independent consultant to transform client relationships through real-time, actionable feedback that drives lasting growth.
Long Term Goal
By 2028, empower 15,000 independent consultants to achieve a 25% increase in client retention through instant, actionable feedback, transforming service standards across the professional services industry.
Impact
Boosts independent consultants’ repeat business by 18% and client satisfaction scores by 27% within six months, cutting client churn and enabling rapid issue resolution through instant post-meeting feedback, as measured in real-time dashboard analytics.

Problem & Solution

Problem Statement
Independent consultants and freelancers struggle to identify and respond to client concerns because feedback after meetings is delayed, vague, or generic; existing survey tools lack automation, actionable insights, and tailored guidance necessary for rapid service improvement and retention.
Solution Overview
ClientPulse automatically sends branded, AI-powered micro-feedback forms after every client meeting and displays urgent trends in a clean dashboard, helping independent consultants instantly spot and act on brewing dissatisfaction before it jeopardizes client relationships.

Details & Audience

Description
ClientPulse delivers instant, actionable feedback dashboards for independent consultants and freelancers after every client meeting. Designed for tech-forward professionals determined to boost client retention, it surfaces urgent trends and targeted improvement suggestions. Unlike generic survey tools, ClientPulse uses AI to automate branded micro-feedback and highlight clear next steps, empowering solo consultants to quickly resolve issues and consistently exceed client expectations.
Target Audience
Independent consultants and freelancers (25-50) in professional services eager for actionable, real-time client feedback.
Inspiration
Sitting beside my friend as she anxiously reread a vague goodbye email from her biggest client, I realized the warning signs had been invisible—hidden in unspoken frustrations after meetings. That day, I imagined a way for every consultant to instantly surface real, actionable feedback after each session, empowering them to resolve concerns before relationships slipped away in silence.

User Personas

Detailed profiles of the target users who would benefit most from this product.

M

Meticulous Maya

- 35-year-old female independent consultant based in Boston - MBA from top-tier business school - 10+ years experience in management consulting - Annual revenue ~$120K from repeat clients

Background

Started as an analyst at a Big Four firm, learning the power of iterative feedback. Launched a solo practice five years ago, refining a meticulous workflow emphasizing continuous improvement.

Needs & Pain Points

Needs

1. Real-time granular feedback after each client meeting 2. Customizable survey templates for detailed insights 3. Clear visualizations highlighting micro trends

Pain Points

1. Overwhelmed by raw, unfiltered feedback data 2. Missed subtle satisfaction dips until too late 3. Report creation consumes hours post-meetings

Psychographics

- Thrives on precision and incremental enhancements - Values data-driven validation over gut instinct - Obsessively hunts for micro-level improvement

Channels

1. LinkedIn – daily professional updates 2. Slack – consulting-focused channels 3. Email – weekly analytics newsletters 4. Twitter – quick industry threads 5. Medium – long-form strategy posts

R

Responsive Ryan

- 28-year-old male freelance IT consultant - Bachelor’s degree in computer science - Generates ~$80K annual contract revenue - Operates remotely across multiple time zones

Background

Cut his teeth in startup tech support, mastering rapid troubleshooting. Transitioned to freelance consulting, prioritizing speed and client satisfaction above all.

Needs & Pain Points

Needs

1. Immediate notifications for critical client issues 2. One-click suggested fixes post-feedback alerts 3. Mobile-friendly real-time updating dashboard

Pain Points

1. Delayed feedback causing missed problem windows 2. Clunky mobile interface hindering quick responses 3. Lack of concise action recommendations

Psychographics

- Reacts swiftly to problem signals - Values speed over exhaustive analysis - Driven by client satisfaction ratings

Channels

1. Mobile push notifications – instant alerts 2. SMS – urgent reminders 3. WhatsApp – real-time client chats 4. LinkedIn – professional network check-ins 5. Email – end-of-day summaries

D

Data-Driven Dan

- 42-year-old male data and analytics consultant - PhD in statistics from a research university - $150K+ annual billing rates - Serves large enterprise clients globally

Background

Spent a decade in academic research before shifting to corporate analytics. Built data models for Fortune 500 companies, now applies rigorous methodology to client feedback.

Needs & Pain Points

Needs

1. Advanced analytics tools with custom metric creation 2. Raw data export for further statistical modeling 3. Clear KPI dashboards aligning with client goals

Pain Points

1. Limited survey question customization restricting analysis depth 2. Absence of raw data CSV exports 3. Inflexible dashboards lacking drill-down options

Psychographics

- Obsessively dissects data trends and correlations - Demands statistical rigor in every report - Prefers quantitative insights over qualitative anecdotes

Channels

1. Tableau – in-depth data integrations 2. Jupyter Notebooks – code-based analysis 3. LinkedIn – peer-reviewed analytics discussions 4. Email – detailed report exchanges 5. GitHub – collaborative data scripting

N

Networking Nora

- 33-year-old female leadership coach - ICF-certified professional coach - Earns ~$95K annually from workshops and sessions - Client base across North America and Europe

Background

Started as an HR director, discovered a passion for coaching. Launched an independent practice focusing on personal development, building a network through referrals and speaking engagements.

Needs & Pain Points

Needs

1. Easy shareable feedback summaries for clients 2. Referral tracking based on client satisfaction 3. Affirmative feedback highlights for marketing

Pain Points

1. Difficulty exporting client-ready feedback formats 2. Hard to link feedback to referral sources 3. Lack of branded report customization options

Psychographics

- Believes trust is built through transparency - Motivated by client success stories - Seeks social proof to strengthen credibility

Channels

1. LinkedIn – professional relationships 2. Instagram – client success showcases 3. Email – personalized coaching follow-ups 4. Zoom – virtual coaching sessions 5. Facebook Groups – peer networking

T

Time-Pressed Tara

- 30-year-old female solo marketing consultant - BA in communications, self-taught digital marketer - Manages $60K annual project load - Handles three client engagements simultaneously

Background

Cut her teeth in a fast-paced agency environment. Struck out on her own but struggles balancing client projects and operational tasks.

Needs & Pain Points

Needs

1. One-click survey deployment without setup hassle 2. Automated report generation post-feedback 3. Instant overview highlighting only critical insights

Pain Points

1. Complex onboarding draining valuable time 2. Manual report editing after every survey 3. Overloaded dashboards obscuring key issues

Psychographics

- Values simplicity and automation above all - Fears administrative tasks detracting from consulting - Motivated by tools that save hours weekly

Channels

1. Email – quick survey sends 2. Mobile app – on-the-go checks 3. Slack – team collaboration channels 4. Trello – project task references 5. Google Calendar – meeting-linked prompts

Product Features

Key capabilities that make this product valuable to its target users.

Reschedule Reflex

Automatically adjusts survey triggers when meetings are rescheduled or cancelled, ensuring feedback requests always align with the most up-to-date calendar details and eliminating redundant or mistimed surveys.

Requirements

Calendar Event Listener
"As an independent consultant, I want the system to detect when a client meeting is rescheduled or cancelled so that feedback requests always occur at the appropriate time."
Description

Integrate with popular calendar APIs (e.g., Google Calendar, Outlook) to subscribe to real-time meeting updates. The system should authenticate securely, listen for rescheduled or cancelled events, and trigger downstream processes. Benefits include immediate alignment of feedback actions with current calendar data, reduced redundant survey dispatches, and seamless user experience. Integration must adhere to API rate limits and support OAuth token refresh flows.

Acceptance Criteria
OAuth Authentication and Token Refresh
Given a user with a valid calendar account, When they initiate the calendar integration, Then the system acquires OAuth access and refresh tokens and stores them securely; Given the access token expires, When the system attempts an API call, Then it uses the refresh token to obtain a new access token without user intervention.
Subscribe to Calendar Event Updates
Given the user has completed OAuth authentication, When the integration setup is finalized, Then the system successfully registers a subscription or webhook with the calendar API for real-time event updates and persists the subscription ID.
Handling Rescheduled Events
Given a subscribed calendar, When an existing meeting’s start or end time is modified in the calendar, Then the system receives an update notification and adjusts the associated feedback survey trigger to the new event details within one minute.
Handling Cancelled Events
Given a subscribed calendar, When a scheduled meeting is cancelled in the calendar, Then the system receives the cancellation notification and deactivates any pending feedback survey trigger for that meeting within one minute.
API Rate Limit Compliance
Given multiple event updates occur in rapid succession, When the system processes these notifications, Then it ensures calendar API calls remain within the specified rate limits by batching or throttling requests and logs any rate-limit threshold approaching.
Dynamic Survey Rescheduler
"As a consultant, I want the feedback survey to be automatically rescheduled after I move a meeting so that clients receive requests immediately after the actual meeting time."
Description

Develop logic to recalculate survey dispatch times based on updated meeting details. Upon receiving a reschedule event, the system must cancel any pending survey triggers and automatically schedule a new survey at the updated meeting time plus a configurable delay. Expected outcomes include precise timing of feedback requests and improved response rates by eliminating mistimed surveys.

Acceptance Criteria
Automatic Survey Time Adjustment on Meeting Reschedule
Given a meeting scheduled at 10:00 AM with a 30-minute survey delay, when the meeting is rescheduled to 11:00 AM, then the original survey trigger is cancelled and a new survey is scheduled for 11:30 AM.
Survey Cancellation on Meeting Cancellation
Given a meeting with a pending survey trigger, when the meeting is cancelled from the calendar, then the pending survey trigger is removed and no survey is sent.
Configurable Delay Application on Rescheduled Surveys
Given the survey delay configuration is updated to 15 minutes, when any meeting is rescheduled, then the survey is scheduled at the new meeting end time plus 15 minutes.
Handling Multiple Rapid Reschedules
Given a meeting is rescheduled three times within five minutes, when the last reschedule event is processed, then only one survey trigger exists, scheduled at the final meeting time plus the configured delay.
Fallback Behavior for Past-Dated Reschedules
Given a meeting is rescheduled to a time in the past, when the reschedule event occurs, then the system immediately sends the survey if the meeting ended within the last 24 hours, otherwise logs an error and does not schedule a survey.
Redundant Survey Cancellation
"As a user, I want any pending feedback surveys for cancelled meetings to be automatically cancelled so that clients aren’t bothered with unnecessary requests."
Description

Implement a mechanism to identify and cancel surveys linked to meetings that have been cancelled. The system should locate any pending survey workflows, terminate them gracefully, and log cancellation actions. This prevents clients from receiving irrelevant feedback requests and maintains database integrity by removing orphaned survey records.

Acceptance Criteria
Meeting Cancellation Detected
Given a scheduled meeting is cancelled before the survey is triggered, when the system processes the cancellation event, then the pending survey workflow is terminated, and no feedback request is sent to the client.
Survey Workflow Termination
Given a pending survey workflow for a cancelled meeting exists, when termination logic runs, then all related survey tasks, notifications, and reminders are cancelled, the survey status is updated to 'Cancelled' in the database, and no orphaned records remain.
Sent Surveys Remain Intact
Given a survey has already been sent to the client after meeting completion, when a user later cancels the meeting, then the system does not alter the survey status or recall the sent survey.
Cancellation Audit Logged
Given a survey cancellation occurs, when the system cancels the workflow, then it logs the meeting ID, survey ID, timestamp, and cancellation source in the audit log.
No-Op on Missing Surveys
Given a meeting cancellation event for which no pending survey workflow exists, when cancellation logic runs, then the system does not throw errors, and logs a no-op event indicating no action was needed.
Time Zone Consistency Handling
"As a consultant working across time zones, I want survey triggers to adjust accurately when meeting times change so that feedback remains timely regardless of locale."
Description

Ensure that rescheduling logic correctly accounts for time zone differences when meetings span multiple regions. The system must convert meeting times to a consistent internal format and recalculate survey triggers based on the user’s or client’s locale. Proper handling will avoid errors in survey timing and ensure reliability for global users.

Acceptance Criteria
Meeting Rescheduled Across Time Zones
For a meeting rescheduled from one time zone to another, the system converts both original and new meeting times to UTC, recalculates the survey trigger to fire 15 minutes after the meeting ends at the correct local time for all participants, and ensures the survey is delivered accordingly.
Meeting Canceled Before Trigger
If a meeting is canceled at any point before its scheduled start time, the system must remove any pending survey triggers and confirm that no survey is sent for the canceled meeting.
Recurring Meeting Time Zone Change
When a recurring meeting series is moved from one time zone to another, the system updates all future occurrences in UTC and resets their survey triggers to fire 15 minutes post-meeting end in the new local time.
Client in Different Locale Receives Correct Survey
For meetings where the organizer and client are in different locales, the system calculates the survey trigger based on the client's local time zone so that the client receives the survey within 15 minutes of meeting end in their correct local time.
Daylight Saving Time Adjustment
When a meeting spans a daylight saving time change, the system adjusts the internal UTC conversion and recalculates the post-meeting survey trigger to ensure the survey is sent 15 minutes after meeting end in the correct adjusted local time.
User Notification of Schedule Updates
"As a consultant, I want to receive notifications when feedback surveys are adjusted so that I’m always aware of when clients will be contacted."
Description

Provide in-app and email notifications to consultants whenever surveys are rescheduled or cancelled due to calendar changes. Notifications should include meeting details, new survey timing, and any action items. This transparency keeps users informed, builds trust in the system’s automation, and allows manual overrides if necessary.

Acceptance Criteria
Notification on Meeting Reschedule
Given a meeting originally scheduled and a survey trigger set, when the consultant’s calendar event is rescheduled, then the system updates the survey trigger timing to match the new meeting end time plus the configured survey delay. Given the calendar event is rescheduled, when the system updates the survey timing, then an in-app notification and an email are sent to the consultant within 5 minutes. Given the notification is generated, when the consultant views it, then it includes the original meeting date/time, the new meeting date/time, the new survey timing, and any required action links.
Notification on Meeting Cancellation
Given a scheduled meeting is cancelled, when the calendar event is removed, then any pending survey triggers for that meeting are automatically cancelled. Given the survey trigger is cancelled, when the system processes the cancellation, then an in-app notification and an email are sent to the consultant within 5 minutes, indicating that the survey request has been cancelled. Given the cancellation notification is displayed, when the consultant views it, then it shows the meeting title, original date/time, and confirmation that the survey request has been cancelled.
Manual Override from Notification
Given a rescheduled or cancelled notification is received, when the consultant clicks the “Edit Survey Timing” action link, then they are taken to the survey schedule settings for that client. Given the consultant submits a manual override, when they select a new survey timing, then the system updates the survey trigger accordingly and sends a confirmation notification.
Time Zone Accurate Notifications
Given meetings scheduled across different time zones, when the system sends notifications, then date and time fields in email and in-app reflect the consultant’s local time zone. Given daylight saving time changes, when the system calculates new survey timing, then the adjusted timing accounts for DST changes.
Notifications Delivery Performance
Given a calendar change event, when the system detects it, then the notification (email and in-app) is dispatched within 2 minutes 90% of the time. Given network latency, when dispatch fails on first attempt, then the system retries up to 3 times within the 5-minute window.

Custom Cue Timing

Offers flexible post-meeting timing options, letting you set precise delays or delivery windows for surveys based on client preferences or meeting types to maximize response rates.

Requirements

Flexible Delay Configuration
"As a consultant, I want to set a custom delay for sending post-meeting surveys so that I can optimize response rates based on client availability and meeting urgency."
Description

Allow consultants to define precise survey dispatch delays – including fixed intervals, dynamic ranges, or custom time windows – to tailor follow-up timing to client needs and meeting contexts. Integrate with the survey engine to queue and trigger surveys at the configured times while providing validation and preview options in the settings UI.

Acceptance Criteria
Configuring a Fixed Interval Delay
Given a consultant sets a fixed interval delay of 2 hours for survey dispatch, when the meeting ends, then the system schedules the survey to be sent exactly 2 hours after the meeting end time.
Setting a Dynamic Range Delay
Given a consultant selects a dynamic delay range of 1–3 hours, when the meeting ends, then the system randomly schedules the survey dispatch at a timestamp within the 1 to 3 hour window.
Defining a Custom Time Window
Given a consultant defines a custom time window between 9:00 AM and 12:00 PM the next day, when the meeting ends at 4:00 PM, then the survey is scheduled at the earliest available slot within the specified window.
Validating Delay Configuration Inputs
Given a consultant enters a delay configuration outside allowed bounds (e.g., negative interval or window exceeding 7 days), when they attempt to save, then the system displays an error message and prevents saving until corrected.
Previewing Scheduled Survey Dispatch
Given a consultant configures any delay type, when they click the ‘Preview Schedule’ button, then the UI displays the exact timestamp(s) at which the survey will be dispatched based on the current configuration.
Meeting Type-Based Timing Defaults
"As a consultant, I want surveys to follow timing presets based on the type of meeting so that I don't have to configure send times for every session."
Description

Automatically apply predefined timing rules based on meeting categories (e.g., kickoff, status update, review) so that surveys are sent at the most effective intervals without manual configuration each time. Include a UI for admins to define and adjust these defaults and link them to meeting metadata.

Acceptance Criteria
Admin Defines Default Timing for Kickoff Meetings
Given an admin user is on the timing defaults UI When they select the "Kickoff" meeting type and set a survey delay of 30 minutes Then the system saves the default timing rule and displays it in the list of timing defaults
System Applies Default Timing for Status Update Meetings
Given a status update meeting ends in the system When the meeting metadata indicates it is of type "Status Update" Then the system schedules the survey to send at the predefined default interval for status update meetings
Admin Updates Existing Timing Rule
Given an admin user has an existing default timing rule for "Review" meetings When they modify the delivery window from "1 hour" to "2 hours" Then the system updates the rule and applies the new timing to all future review meetings
Survey Timing Override Based on Meeting Metadata
Given a meeting classified as "Ad-hoc" with no custom timing rule When the system detects the meeting type is unconfigured Then it applies the configured fallback timing default and logs the use of fallback rules
Fallback Timing Applies to Undefined Meeting Types
Given a meeting type without a defined default timing When a survey is triggered for that meeting Then the system uses the global fallback timing default and notifies the admin of the undefined type usage
Client Time Zone Alignment
"As a consultant, I want surveys to respect my client's time zone so that they receive them at convenient local times."
Description

Detect and store each client's time zone and adjust survey dispatch schedules accordingly, ensuring surveys arrive during optimal local hours. Provide clear indicators of local send times in the scheduling interface and handle daylight saving changes automatically.

Acceptance Criteria
Survey Dispatch During Client Business Hours
Given a scheduled survey dispatch time in UTC and the client's stored time zone When the system schedules the survey Then the survey send time falls between 09:00 and 17:00 in the client's local time
Daylight Saving Time Adjustment
Given a client in a region that observes DST When a DST transition occurs Then scheduled survey dispatch times automatically adjust to maintain the original local send hour
Local Send Time Display in Schedule Interface
Given an administrator viewing the scheduling interface When a client is selected for survey delivery Then the dispatch time displays concurrently in UTC and the client's local time zone with clear labels
Client Time Zone Update Propagation
Given a client updates their time zone in their profile settings When the update is saved Then all future scheduled surveys recalculate and display the new local send times
Default Time Zone Handling for New Clients
Given a new client without a specified time zone When creating a survey schedule Then the system uses IP-based detection as default or prompts the user to manually select a time zone before saving
Client Preference Profiles
"As a consultant, I want to save and reuse each client's survey timing preferences so that I can streamline scheduling and respect their availability."
Description

Enable creation and management of client-specific preference profiles, allowing storage of preferred survey delivery windows or blackout periods. Automatically apply profiles when scheduling surveys for repeat clients, with options to override on a per-meeting basis.

Acceptance Criteria
New Client Preference Profile Creation
Given the user is on the Client Preference Profiles page When the user clicks "Add Profile", enters client name "Acme Corp", selects survey delivery window 09:00–11:00 and blackout period 12:00–13:00, and clicks "Save" Then the system creates the profile, displays it in the profile list, and stores all entered values correctly
Existing Profile Modification
Given the user has an existing profile for "Acme Corp" When the user edits the delivery window to 08:00–10:00 and clicks "Save" Then the system updates the profile, displays the new window, and persists the changes
Automatic Profile Application for Repeat Clients
Given a scheduled meeting with client "Acme Corp" who has a stored preference profile When the meeting is confirmed Then the survey delivery window and blackout periods default to the stored profile values
Per-Meeting Override of Preference Profile
Given a scheduled meeting with client "Acme Corp" When the user selects "Override Preferences", sets a custom delivery window 14:00–15:00, and confirms Then the system schedules the survey with the custom window for that meeting only, ignoring the stored profile
Profile Deletion
Given the user has an existing profile for "Acme Corp" When the user selects "Delete" on the profile and confirms the action Then the system removes the profile from the list and prevents its automatic application for future meetings
Manual Override and Rescheduling
"As a consultant, I want to manually modify or postpone survey send times after scheduling so that I can respond to sudden changes in client availability."
Description

Offer a dashboard view of upcoming scheduled surveys with options to adjust or cancel dispatch times individually or in bulk. Ensure changes propagate to the queue and notify stakeholders of any rescheduling actions.

Acceptance Criteria
Single Survey Rescheduling from Dashboard
Given a consultant selects an individual scheduled survey in the dashboard, when they modify its dispatch datetime and save, then the survey is moved to the new slot in the schedule queue and the original slot becomes available
Bulk Survey Cancellation
Given a consultant selects multiple scheduled surveys, when they apply the bulk cancel action, then all selected surveys are removed from the queue and each cancellation is recorded in the activity log
Stakeholder Notification on Time Change
Given any survey’s dispatch time is adjusted, when the change is confirmed, then notifications detailing the survey ID, original time, and new time are sent to all configured stakeholders within five minutes
Queue Propagation of Adjustments
Given a schedule adjustment (reschedule or cancellation) is made, when the user saves changes, then the dashboard queue automatically refreshes within two seconds reflecting the updated order and status
Time Zone Respect for Rescheduled Surveys
Given a survey is scheduled for a client in a different time zone, when its send time is rescheduled, then the new dispatch time is correctly converted and displayed in both the consultant’s and the client’s local time zones

Cross-Platform Sync

Seamlessly integrates with multiple calendar systems (Google, Outlook, Apple, and more), consolidating all client meetings into one unified survey automation workflow regardless of the platform.

Requirements

Calendar API Integration
"As an independent consultant, I want ClientPulse to automatically import my scheduled meetings from Google, Outlook, and Apple calendars so that I can have all client sessions tracked and receive feedback surveys regardless of which platform I use."
Description

Integrate with major calendar services including Google Calendar, Outlook Calendar, and Apple Calendar using their official APIs or standard iCal/ICS protocols. Ensure seamless import of all meeting events, recurring series, and attendee details. Provide a modular connector architecture to allow adding support for additional calendar providers in the future without major code changes.

Acceptance Criteria
Google Calendar Event Sync
Given a consultant has connected their Google Calendar, when the sync runs, then all meetings from the past 30 days including recurring events and attendee details are imported into ClientPulse within 5 minutes and match exactly the source data.
Outlook Calendar Authentication and Sync
Given a consultant authorizes ClientPulse with their Outlook account, when the sync is triggered, then all upcoming and past meetings from Outlook Calendar are imported without errors, including recurrence patterns and attendee lists.
Apple Calendar ICS Import
Given a consultant provides an ICS feed URL from Apple Calendar, when the system initiates import, then all events from the specified date range are correctly parsed and appear in ClientPulse with accurate dates, times, and attendees.
Recurring Event Handling
Given a recurring meeting series exists in any connected calendar, when synced, then each occurrence is listed as an individual meeting in ClientPulse with correct sequence, exceptions, and original series metadata.
Modular Connector Addition
Given a new calendar provider connector is developed, when integrated into the connector framework, then it can be enabled via configuration without any code changes and successfully imports events following the same rules as existing providers.
Unified Meeting Repository & Duplication Management
"As an independent consultant, I want ClientPulse to identify and merge duplicate meetings from different calendar platforms so that I avoid receiving multiple redundant surveys for the same session."
Description

Consolidate meetings imported from multiple calendars into a single unified repository. Implement intelligent deduplication logic to detect the same meeting scheduled across different platforms and merge them into one entry. Maintain metadata about original sources for traceability.

Acceptance Criteria
Duplicate Meeting Merge Across Platforms
Given a meeting with identical title, start time, and attendee list exists on two different calendars, when sync is triggered, then only one unified meeting entry is created; metadata records both original source platforms and IDs; no duplicate entries appear in the repository.
Retention of Source Metadata
Given a merged meeting entry, when viewing meeting details, then metadata displays the original platform name and unique meeting ID for each source; source information is clickable and directs to original calendar entry; metadata persists after subsequent syncs.
Conflict Resolution for Meeting Updates
Given a meeting rescheduled on one platform and unchanged on another, when sync runs next, then unified entry reflects updated time; the system logs the change with timestamp, original scheduled time, and source platform; conflicting data is resolved automatically.
No False Positives in Deduplication
Given two meetings with identical titles but different start times or attendee lists, when sync runs, then both meetings are retained as separate entries; no merging occurs; each entry’s source metadata is correctly assigned.
Scalability Under Bulk Imports
Given a bulk import of more than 1000 meetings from multiple platforms, when initial sync completes, then all meetings are ingested into the unified repository; duplicate meetings are merged per deduplication rules; processing time does not exceed defined SLA of 2 minutes; no data loss occurs.
Real-Time Sync & Update Propagation
"As a consultant, I want ClientPulse to reflect changes to my calendar events almost immediately so that surveys are sent at the correct times and canceled meetings do not generate unnecessary feedback requests."
Description

Implement near real-time synchronization so that new meetings and updates (reschedules, cancellations) on connected calendars are reflected in ClientPulse within five minutes. Use webhook subscriptions or polling strategies as appropriate for each calendar provider to minimize latency.

Acceptance Criteria
Initial Calendar Connection
Given a user connects a new calendar account to ClientPulse When the connection is confirmed Then all existing meetings scheduled for the next 30 days are fetched and appear in the survey workflow within five minutes
New Meeting Creation Propagation
Given a new meeting is created on a connected calendar When the meeting is saved in the external calendar system Then the meeting is added to ClientPulse’s survey schedule within five minutes
Meeting Reschedule Update
Given an existing meeting on a connected calendar is rescheduled When the updated meeting time is confirmed by the calendar provider Then the original entry in ClientPulse is replaced and the survey schedule reflects the new time within five minutes
Meeting Cancellation Removal
Given a scheduled meeting on a connected calendar is cancelled When the cancellation is processed by the calendar provider Then the corresponding survey entry is removed from ClientPulse within five minutes
Sync Recovery After Connectivity Loss
Given a temporary calendar API or webhook failure occurs When connectivity is restored or tokens are refreshed Then ClientPulse synchronizes any missed meeting creations, updates, or cancellations and brings its schedule up to date within five minutes
Secure Authentication & Authorization
"As a user, I want to connect my calendar accounts through secure OAuth authentication so that my credentials are never exposed and I can manage permissions within ClientPulse safely."
Description

Leverage OAuth 2.0 flows for secure authentication with calendar providers. Ensure tokens are stored encrypted at rest and refreshed automatically. Provide clear UI flows for users to connect, review, and revoke calendar access permissions.

Acceptance Criteria
OAuth Connection Flow Initiation
Given the user initiates a calendar connection When the user selects a calendar provider and grants OAuth permissions Then the system successfully receives a valid access token and displays a connected status
Encrypted Token Storage Verification
Given an OAuth access token is obtained When the token is stored in the database at rest Then the token data must be encrypted using AES-256 and unreadable without the decryption key
Automatic Token Refresh
Given a stored OAuth token is within 5 minutes of expiration When the system detects the impending expiry Then it automatically requests a refresh token, obtains a new access token, and updates the stored token without user intervention
UI for Reviewing and Revoking Permissions
Given the user navigates to the Calendar Connections settings When the list of connected calendars is displayed Then each entry shows provider name, granted scopes, token expiration date, and a functional revoke button
Permission Revocation Process
Given the user clicks the revoke button on a connected calendar When the user confirms revocation Then the system deletes the associated OAuth token, immediately stops further calendar sync, and updates the UI to show a disconnected state
Sync Error Handling & User Notifications
"As a consultant, I want to be notified if ClientPulse encounters problems accessing my calendars so that I can quickly troubleshoot and ensure feedback surveys continue uninterrupted."
Description

Implement comprehensive error detection and retry mechanisms for failed calendar syncs, including token expiration, API rate limits, and network issues. Provide in-app alerts and email notifications listing the issues and actionable steps the user can take to resolve them.

Acceptance Criteria
Token Expiration Detection and Notification
Given a calendar sync attempt with an expired token, When the system detects the expiration, Then the system triggers an in-app alert indicating token expiration with a “Reconnect” action and sends an email to the user with instructions to refresh the token.
API Rate Limit Throttling and Retry
Given the calendar API responds with a rate limit error (HTTP 429), When the error is received, Then the system waits according to the “Retry-After” header and retries the sync up to 3 times; If still failing, then the system displays an in-app alert and sends an email notification listing API quota details and suggests actions (e.g., upgrading plan or reducing sync frequency).
Network Failure Resilience
Given a transient network failure during sync, When the connection is lost, Then the system automatically retries the sync up to 5 times with exponential backoff intervals, And if ultimately unsuccessful, displays an in-app notification summarizing network issues and schedules the next retry attempt.
Partial Sync Failure Reporting
Given a multi-calendar sync where some calendars fail, When the sync process completes, Then the dashboard shows a summary of successful and failed calendar syncs, And for each failure, provides detailed error reasons and triggers an email with actionable steps specific to the calendar platform.
Persistent Sync Errors Escalation
Given repeated sync failures for a specific calendar beyond a 24-hour threshold, When failures exceed this threshold, Then the user receives a high-priority email and an in-app banner alert recommending manual reconnection or contacting support.

No-Show Nudge

Detects meeting no-shows or last-minute cancellations and instantly sends an automated follow-up survey or rescheduling prompt, helping you understand why meetings fell through and recover lost opportunities.

Requirements

Automated No-Show Detection
"As an independent consultant, I want the system to automatically detect when a client no-shows or cancels at the last minute so that I can quickly follow up and recover the opportunity before it goes cold."
Description

Implement real-time monitoring of scheduled meetings to automatically detect attendee no-shows or last-minute cancellations by cross-referencing calendar events, meeting start times, and attendance logs. This functionality ensures consultants are immediately alerted to missed meetings without manual intervention, reducing response time and enabling prompt recovery actions.

Acceptance Criteria
Scheduled Meeting Begins Without Attendance
Given a meeting is scheduled in the consultant’s calendar with a defined start time, When no attendee joins the meeting within 5 minutes after the scheduled start time, Then the system automatically flags the meeting as a no-show, sends the follow-up survey or rescheduling prompt, and notifies the consultant within 1 minute.
Last-Minute Attendee Cancellation
Given an attendee cancels their calendar invitation less than 10 minutes before the meeting start time, When the cancellation is detected by cross-referencing the calendar event status change, Then the system sends an automated rescheduling prompt or brief feedback survey to the attendee and notifies the consultant within 2 minutes of cancellation.
No Attendance Logs After Scheduled Start
Given the system retrieves attendance logs from the meeting platform at the scheduled start time, When no participant join records are found within 2 minutes of that start time, Then the system classifies the meeting as a no-show and triggers the automated follow-up actions.
Partial Attendance Detected
Given a meeting with multiple attendees is scheduled, When one or more attendees join but others fail to join within 5 minutes of start time, Then the system identifies the missing attendees, logs the partial attendance, and sends targeted prompts to the non-attending participants while notifying the consultant of the partial no-show.
Rescheduled Meeting Overrides No-Show Detection
Given an attendee reschedules the meeting before or up to 5 minutes after the original start time, When the system detects an updated calendar event for the same meeting ID, Then the system cancels any no-show detection actions for the original time slot and updates notifications to reflect the new meeting time.
Customizable Follow-Up Templates
"As a tech-savvy freelancer, I want customizable follow-up message templates so that I can send personalized, on-brand communications quickly after a no-show event."
Description

Provide a library of pre-built survey and rescheduling message templates that can be customized with variables like client name, meeting topic, and personalized notes. This requirement streamlines the follow-up process, ensuring communications are professional, consistent, and tailored to each client’s context.

Acceptance Criteria
Default Template Selection and Customization
Given the consultant is on the follow-up template library and filters for “no-show” templates, when they click on a default template, then the template opens in the editor displaying all text and variable placeholders as editable fields; Given the consultant modifies any text or variable and clicks “Save,” then the system persists the changes and shows a visual confirmation within 2 seconds.
Personalization Variable Integration
Given the consultant has opened a template in the editor, when they input a client name and meeting topic into the respective fields, then the {{ClientName}} and {{MeetingTopic}} placeholders are replaced with the entered values in the preview; Given the consultant inserts a personalized note, when they toggle the placeholder list, then the {{PersonalizedNote}} placeholder appears and can be mapped to the custom text.
Follow-Up Message Preview
Given the consultant has edited the template, when they click “Preview Message,” then the system renders a full-screen preview showing all text with replaced variables and formatting exactly as it will appear in the client email; When the preview is correct, then the consultant can close the preview without losing any edits.
Template Saving for Reuse
Given the consultant has customized a template and clicks “Save as New Template,” when they name the template and confirm, then the new template appears in the “My Templates” list with the given name and the date created; Given the consultant accesses “My Templates,” when they select the saved template, then it loads in the editor with all prior customizations intact.
Automated Follow-Up Dispatch
Given the system detects a meeting no-show or cancellation, when the consultant has set a default follow-up template, then the system automatically personalizes the template with the client’s name and meeting topic and sends it within 5 minutes of the scheduled time; When the follow-up is dispatched, then a notification appears in the consultant’s dashboard confirming the message has been sent.
Intelligent Rescheduling Suggestions
"As a consultant, I want the system to suggest the best new meeting times based on my calendar and the client’s availability so that rescheduling requires minimal effort and fits both parties’ schedules."
Description

Design an AI-driven engine that analyzes both consultant and client availability, past meeting patterns, and time zone differences to suggest optimal new meeting slots. Integrate with calendar APIs to propose and book alternate times automatically, reducing friction in rescheduling and improving client satisfaction.

Acceptance Criteria
Optimal Availability Analysis
Given both consultant and client calendars are synced and sharing availability, when a client cancels a meeting, then the system analyzes calendars for the next two weeks, factors in time zones, and suggests up to three optimal overlapping free slots at least 24 hours out.
Automatic Rescheduling Prompt
Given a meeting cancellation is detected, when rescheduling suggestions are generated, then the system automatically drafts and sends an in-app or email message pre-populated with the top suggestion and two alternative time slots.
Time Zone Adjustment Verification
Given participants are in multiple time zones, when alternative slots are suggested, then all proposed times are converted correctly to each participant's local time and fall within their defined business hours.
Calendar API Booking
Given a user selects a suggested slot, when the user confirms the new time, then the system uses the calendar API to update both consultant and client calendars, modifying existing invites and sending updated confirmations.
User Override and Feedback
Given suggestions are presented, when the user edits or declines all suggestions, then the system records the user’s feedback and updates its AI model to refine future rescheduling recommendations based on user preferences.
No-Show Analytics Dashboard
"As a freelancer, I want to view no-show statistics and trends in a dashboard so that I can understand patterns and proactively address frequent issues."
Description

Develop a dashboard that aggregates no-show and cancellation metrics over time, highlighting trends by client, project, or time period. Include visualizations such as charts and heatmaps, and offer filters to drill down into specific data sets. This analytics tool helps consultants identify patterns and take preventive measures.

Acceptance Criteria
Overview of No-Show Trends
Given the user accesses the No-Show Analytics Dashboard, when the page loads, then a line chart displays the total number of no-shows and cancellations over the selected time frame with data points for each day, week, or month, and the chart renders within 2 seconds.
Filtering No-Show Data by Client
Given the user selects a client from the client filter dropdown, when the filter is applied, then all charts, tables, and metrics update to show only the no-show and cancellation data for that specific client within 2 seconds and accurately reflect the underlying data.
Heatmap Visualization for Daily No-Show Patterns
Given the user switches to heatmap view, when a date range is selected, then a heatmap displays the frequency of no-shows by day of week and hour of day, uses a color gradient to indicate intensity, and includes a legend explaining the color scale.
Time Period Comparison Analysis
Given the user selects two distinct time ranges and clicks 'Compare', when the comparison is executed, then side-by-side charts display no-show rates for each period, show percentage change, and include a summary indicator of increase or decrease.
Exporting No-Show Metrics
Given the user clicks the 'Export CSV' button, when the export is confirmed, then a CSV file downloads containing the raw no-show records and summary statistics for the current filters, with proper headers and values that open correctly in spreadsheet applications.
Priority Escalation Alerts
"As an independent consultant, I want urgent alerts for missed meetings with high-value clients so that I can prioritize follow-up and mitigate risks to important relationships."
Description

Implement a notification system that escalates high-impact no-show events—such as key clients or high-value projects—to multiple channels (in-app, email, SMS). Allow consultants to set escalation rules based on client importance or frequency of missed meetings, ensuring critical issues receive immediate attention.

Acceptance Criteria
High-Value Client No-Show Detected
Given a scheduled meeting is marked as a no-show and the client is flagged as high-value, when the system detects the no-show event, then notifications are sent via in-app, email, and SMS within one minute.
Frequent Missed Meetings Escalation
Given a client has reached the configured threshold of missed meetings within the defined time period, when the next no-show occurs, then the system automatically escalates the event according to the rule and notifies the consultant via all selected channels.
Consultant Configures Escalation Rules
Given the consultant navigates to the escalation settings page, when they define or update rules based on client importance and missed meeting frequency, then the system saves the rules and applies them to all subsequent no-show events.
Multi-Channel Notification Delivery
Given an escalation event is triggered, when the notification rules specify multiple channels, then messages are delivered through in-app alerts, email, and SMS within the defined SLA, and delivery success rate for each channel exceeds 95%.
Escalation Activity Logging
Given each time an escalation event occurs, when notifications are sent, then the system logs an audit entry containing the timestamp, client ID, triggered rules, channels used, and delivery status, accessible in the activity dashboard.

Agenda-Aware Prompt

Scans your uploaded meeting agenda or pre-meeting notes to pre-populate relevant survey questions, delivering more contextually focused feedback requests and reducing setup time.

Requirements

Agenda Upload and Parsing
"As a consultant, I want to upload my meeting agenda so that the system can understand the topics and prepare relevant feedback questions."
Description

Enable consultants to upload meeting agendas in various formats (PDF, DOCX, TXT) and automatically parse headings, bullet points, and key phrases using NLP techniques. This functionality ensures that the system accurately identifies agenda topics, context, and structure, forming the foundation for generating relevant feedback questions. It integrates with the existing survey setup workflow and supports multiple file types and sizes, improving user experience by significantly reducing manual input and setup time.

Acceptance Criteria
Supported File Upload
Given a consultant uploads a meeting agenda file in PDF, DOCX, or TXT format and the file size is ≤10MB, When the upload is initiated, Then the system accepts the file and displays a confirmation message.
Heading Extraction
Given a successfully uploaded agenda, When the system parses the document, Then all headings and subheadings are extracted with at least 95% accuracy and presented in the survey setup interface.
Bullet Point Parsing
Given a parsed agenda containing bullet points, When the document is processed, Then the system identifies and lists every bullet point without omissions or duplicates.
Key Phrase Extraction
Given the content of a parsed agenda, When the NLP engine processes the text, Then the system highlights the top 10 key phrases with a relevance score of ≥90%.
Survey Setup Pre-Population
Given parsed agenda topics and key phrases, When a consultant initiates a new micro-survey, Then at least five contextually relevant questions are pre-populated based on the parsed data.
Large File Processing Performance
Given a valid agenda document up to 50MB, When the file is uploaded, Then the system completes parsing within 30 seconds without errors or timeouts.
Contextual Question Generation
"As a consultant, I want the system to generate relevant survey questions based on my agenda topics so that client feedback is specific and actionable."
Description

Leverage the parsed agenda data to auto-generate a set of micro-survey questions tailored to each agenda item. The system should analyze topic keywords and context to draft clear, concise questions that probe client sentiment and suggestions related to specific discussion points. This requirement enhances feedback relevance, accelerates survey creation, and ensures comprehensive coverage of all agenda topics.

Acceptance Criteria
Single Agenda Item Parsing
Given an uploaded meeting agenda containing a single agenda item 'Project Timeline' When the Agenda-Aware Prompt feature processes the agenda Then the system auto-generates at least one micro-survey question that specifically references 'Project Timeline' And each question is no longer than 140 characters and uses clear, client-friendly language
Multiple Agenda Items Coverage
Given an uploaded meeting agenda with five distinct agenda items When the Agenda-Aware Prompt feature analyzes the agenda Then the system generates a minimum of one tailored survey question per agenda item And all generated questions reference their respective items without duplication
Unsupported File Format Handling
Given a user uploads a meeting agenda in an unsupported format (e.g., .exe or .zip) When the system receives the file Then the system rejects the file and displays an error message stating 'Unsupported file format. Please upload a .docx, .pdf, or .txt file.' And no questions are generated
High Volume Agenda Performance
Given an uploaded meeting agenda containing twenty or more agenda items When the Agenda-Aware Prompt feature processes the agenda Then the system completes question generation for all items within 5 seconds And the system returns at least twenty context-specific questions, one per item
Revised Agenda Reprocessing
Given a user updates their agenda to add a new item and re-uploads the document When the Agenda-Aware Prompt feature processes the updated agenda Then the system regenerates the question set to include a new question for the added item And previously generated questions for unchanged items remain identical
Pre-Populated Question Customization
"As a consultant, I want to customize the pre-populated questions so that they reflect my unique meeting goals."
Description

Allow consultants to review, edit, and reorder the auto-generated questions before sending the survey. The interface should support inline editing, adding new questions, removing unwanted items, and saving templates for recurring agendas. This customization capability ensures consultants maintain control over question wording and structure while benefiting from the time savings of automated generation.

Acceptance Criteria
Review and Edit Auto-Generated Questions
Given auto-generated questions are displayed, When the consultant clicks the inline edit icon next to a question, Then the question text switches to an editable field. Given the consultant updates the question text with valid non-empty content and saves, Then the updated text appears in the survey preview and persists when saved. Given the consultant clears the question text completely and attempts to save, Then an inline validation message "Question text cannot be empty" is displayed and the change is rejected.
Add New Custom Question to Survey
Given the survey question list is visible, When the consultant clicks the "Add Question" button, Then a new blank question is appended at the end in edit mode. Given the consultant enters valid question text and confirms, Then the new question is displayed in the survey preview and is included when saving. Given the consultant enters empty text and attempts to add, Then a validation error "Question text cannot be empty" is shown and the question is not added.
Remove Unwanted Questions Before Sending Survey
Given a question is listed in the survey, When the consultant clicks the remove icon for that question, Then a confirmation dialog "Are you sure you want to remove this question?" appears. Given the consultant confirms removal, Then the question is removed from the survey preview and does not appear in the final survey. Given the consultant cancels the removal, Then the question remains unchanged in both preview and final survey.
Reorder Questions to Desired Sequence
Given multiple questions are listed in the survey editor, When the consultant drags and drops a question to a new position, Then the question order updates immediately in the survey preview. Given the consultant saves the survey, Then the reordered sequence persists in the saved survey and is used in sent surveys.
Save Customized Question Template for Future Use
Given the consultant has customized the survey questions, When the consultant clicks the "Save as Template" button, Then a modal prompts for a template name. Given the consultant enters a unique, non-empty template name and confirms, Then the template is saved and appears in the "Templates" list. Given the consultant enters a duplicate template name, Then an inline validation error "Template name already exists" is displayed and the template is not saved. Given the consultant cancels the template save, Then no new template is created and the dialog closes without changes.
Real-Time Agenda Change Adaptation
"As a consultant, I want the system to update questions when I modify the agenda last-minute so that feedback remains aligned with new topics."
Description

Implement real-time monitoring of any modifications to the uploaded agenda or pre-meeting notes, triggering dynamic updates to the survey questions. If a consultant adjusts topics or adds new points, the system should re-analyze and suggest revised questions without restarting the setup process. This feature maintains alignment between the latest agenda content and feedback requests, reducing manual adjustments under time pressure.

Acceptance Criteria
Detect Agenda Topic Addition
Given a meeting agenda is already uploaded and the survey setup is in progress, When the consultant adds a new topic to the agenda, Then the system automatically detects the new topic, re-analyzes the agenda context, and appends relevant survey questions without requiring the setup process to restart.
Handle Agenda Topic Removal
Given the survey questions have been populated based on the current agenda, When the consultant removes an existing topic from the uploaded agenda, Then the system automatically identifies the removed topic and updates the survey by removing or flagging related questions accordingly, preserving question integrity.
Support Multiple Real-time Edits
Given the consultant makes multiple edits—additions, deletions, or modifications—to the agenda within short intervals, When each edit is completed, Then the system processes each change in sequence, updates the suggested survey questions dynamically, and reflects the latest agenda state without errors or data loss.
Uninterrupted Survey Flow
Given the consultant has manually customized suggested survey questions during setup, When an agenda modification occurs, Then the system re-analyzes the agenda and updates only new or outdated questions, ensuring that any manually adjusted questions remain unchanged and that the setup flow continues seamlessly.
Performance under Rapid Changes
Given the consultant rapidly adds and removes multiple agenda items, When each change is made, Then the system completes re-analysis and updates the survey questions within 2 seconds per edit, ensuring real-time feedback alignment without noticeable lag.
Agenda-Feedback Mapping Dashboard
"As a consultant, I want to view feedback organized by agenda item so that I can pinpoint areas for improvement per topic."
Description

Develop a dashboard view that correlates collected survey responses directly with corresponding agenda items. The interface should display feedback metrics, comments, and sentiment analysis for each topic, allowing consultants to drill down into specific discussion points. This mapping enhances insight clarity, helps prioritize follow-up actions, and demonstrates the system’s value in delivering targeted client feedback.

Acceptance Criteria
Dashboard Overview of Agenda-Feedback Correlation
Given survey data is available for a completed meeting, when the consultant opens the Agenda-Feedback Mapping Dashboard, then each agenda item must display its aggregated feedback score, total comment count, and sentiment indicator.
Drill-down into Topic Sentiment Details
Given the dashboard lists agenda items with summary metrics, when the consultant selects an agenda item, then detailed feedback comments and a sentiment breakdown chart for that topic must appear.
Real-time Feedback Metrics Update
Given new micro-survey responses arrive, when the dashboard refreshes (manually or automatically), then feedback metrics for each agenda item must update within 30 seconds to reflect the latest data.
Filter Feedback by Agenda Section
Given an agenda divided into sections, when the consultant applies a section filter, then the dashboard must display only feedback entries, metrics, and sentiment for the selected section.
Export Agenda-Feedback Mapping Report
Given the consultant needs to share feedback analysis, when they trigger the export function, then the system must generate and download a report (CSV or PDF) containing agenda items, feedback scores, comments, and sentiment data.

Timezone Translator

Automatically adapts survey delivery times to each client’s local timezone, ensuring feedback requests arrive at optimal hours and improving engagement across global client bases.

Requirements

Automatic Timezone Detection
"As a consultant, I want the system to automatically detect my client's timezone so that I don't have to manually set it and surveys arrive at appropriate local times."
Description

The system must automatically detect each client's timezone using metadata from their profile or integrated calendar data. This feature eliminates manual timezone configuration, ensuring that surveys are delivered accurately relative to the client’s local time. It integrates seamlessly with existing client records and external calendar APIs, providing fallback defaults when detection fails.

Acceptance Criteria
Detection via Profile Metadata
Given a client profile with a valid timezone field, when scheduling a survey, then the system uses the profile timezone to set the survey delivery time.
Detection via Integrated Calendar Data
Given a client has linked an external calendar, when scheduling a survey, then the system retrieves the timezone from the calendar metadata and sets the delivery time accordingly.
Fallback to Default Timezone
Given a client lacks timezone information in both profile and calendar data, when scheduling a survey, then the system defaults to the company’s standard timezone and logs a notification for manual review.
Handling Daylight Saving Time Changes
Given a client’s region observes daylight saving time, when a DST transition occurs, then all subsequent surveys adjust to the new UTC offset based on the client’s detected location.
Resilience to API Unavailability
Given the external calendar API is unavailable, when attempting timezone detection, then the system uses profile metadata if available, otherwise applies the default timezone and queues a retry for the API call without delaying survey scheduling.
Local Time Survey Scheduling
"As a consultant, I want surveys to be sent during my client's local business hours so that they receive requests at convenient times and are more likely to respond."
Description

Develop a scheduling engine that converts survey send times into each client’s local timezone, ensuring delivery during configurable optimal hours (e.g., 9 AM to 5 PM). The engine must account for daylight saving time adjustments, honor default send windows, and improve response rates by targeting convenient delivery times.

Acceptance Criteria
Survey delivery within client local business hours
Given a survey with a default send window of 9 AM to 5 PM UTC, When scheduling for a client in a different timezone, Then the survey is delivered between 9 AM and 5 PM in the client’s local time.
Daylight saving time adjustment for survey scheduling
Given a client located in a timezone observing DST, When a survey is scheduled before and after a DST transition, Then the engine adjusts the send time to maintain the same local hour relative to the configured window.
Fallback for unknown or invalid client timezone
Given a client profile with an undefined or invalid timezone, When a survey is scheduled, Then the system defaults to sending at 9 AM UTC and logs a warning for administrative review.
User-configurable send window override
Given an administrator updates the send window to custom hours for a client, When scheduling a survey for that client, Then the engine uses the custom window and delivers the survey within those hours in the client’s local time.
Bulk survey scheduling across multiple timezones
Given a batch of surveys for clients in various timezones, When the scheduling engine processes the batch, Then each survey is queued and sent within the 9 AM–5 PM local window of its respective client.
Timezone Conversion API Integration
"As a developer, I want to integrate a reliable timezone conversion API so that the system can accurately calculate local times and maintain high performance."
Description

Integrate a robust timezone conversion API (e.g., Google Time Zone API) to enable accurate real-time conversions between UTC and client local times. The integration should handle edge cases, provide high availability, and implement result caching to optimize performance and reduce external request volume.

Acceptance Criteria
Standard Time Conversion
Given a valid UTC timestamp and client's timezone identifier, when the API is invoked, then it returns the correctly converted local time matching the expected UTC offset.
Daylight Saving Adjustment
Given a UTC timestamp that falls within a daylight saving time change period, when the API performs the conversion, then it correctly accounts for DST rules and returns the accurate local time.
Invalid Timezone Handling
Given an invalid or unrecognized timezone identifier, when the API is called, then it returns a 400 Bad Request error with a clear, descriptive error message indicating the timezone is invalid.
API Response Caching Efficiency
Given repeated requests for the same UTC timestamp and timezone within the configured cache duration, when the API is invoked, then it returns the result from cache with a response time under 50ms.
High Availability Under Load
Given a simulated load of 1000 requests per second sustained over 10 minutes, when the API is stress-tested, then it maintains at least 99.9% availability and an average response time below 200ms.
Consultant Time Preferences Panel
"As a consultant, I want to view and adjust my client's timezone settings so that I can customize when surveys are sent if needed."
Description

Design and implement a settings panel where consultants can view detected client timezones and adjust preferred survey send windows on a per-client or global basis. The panel should display current local times, allow manual overrides, and persist settings to ensure flexibility and control over survey timing.

Acceptance Criteria
View Detected Client Timezones
Given the consultant opens the Time Preferences Panel, when the panel loads, then the system displays a list of all clients with their detected timezones and corresponding current local time.
Adjust Global Survey Send Window
Given the consultant selects global survey settings, when they set a start and end time window in their own timezone, then the system updates the window across all detected client timezones and shows a preview of send times for each.
Per-Client Manual Override
Given the consultant chooses to override a specific client’s survey timing, when they enter a custom send window for that client, then the system saves the override, marks the client entry with an override indicator, and applies the custom window for future surveys.
Display Current Local Times
Given the panel is open or refreshed, when the detected timezones are listed, then the system shows the current local time for each client and updates those times at least every minute.
Persist Settings Across Sessions
Given the consultant saves any global or per-client preference changes, when they log out and log back in or refresh the page, then all previously saved settings are retrieved and displayed correctly in the panel.
Notification Dispatch Adaptation
"As a consultant, I want survey notifications to be sent at appropriate local times so my clients aren't disturbed outside of their business hours."
Description

Enhance the notification dispatch system to queue and send survey prompts based on each client’s local timezone schedule. The system must respect timezone offsets, manage scheduled delays, and ensure retry logic adheres to defined local time boundaries to avoid off-hour notifications.

Acceptance Criteria
Initial Survey Dispatch in Client Timezone
Given a client with timezone UTC+2 and a meeting ending at 07:00 UTC, when scheduling the post-meeting survey, then the notification is dispatched at 09:00 local time on the same day with no more than 1 minute deviation.
Scheduled Retry Within Local Business Hours
Given a failed notification dispatch, when initiating the retry logic, then the system retries up to 3 times spaced by exponential backoff and ensures each retry occurs between 08:00 and 18:00 local time.
Daylight Saving Time Adjustment
Given a survey scheduled during a daylight saving time shift, when the DST change occurs, then the dispatch time is adjusted to maintain the original local hour, and no notifications are sent outside 06:00–22:00 local time.
Bulk Scheduling Across Multiple Timezones
Given 100 clients in diverse timezones and a target dispatch at 10:00 local time, when bulk scheduling is executed, then each notification is queued correctly for 10:00 local time with processing completed within 5 minutes of job initiation.
Midnight Boundary Notification Avoidance
Given a notification falls outside acceptable hours, when the local time is between 22:00 and 06:00, then the dispatch is deferred to the next valid 08:00 local time slot without any notifications sent during the restricted period.

Emotion Radar

Delivers an intuitive visual display of emotional tones in open-text feedback, using dynamic gauges and color gradients to show proportions of joy, frustration, and concern—helping consultants quickly grasp overall client mood at a glance.

Requirements

Emotion Detection Engine
"As an independent consultant, I want the system to automatically detect emotions in client feedback so that I can quickly understand client sentiment without manual analysis."
Description

Implement an AI-driven NLP engine that processes open-text client feedback to identify and quantify emotional tones—specifically joy, frustration, and concern. The engine should integrate seamlessly into the post-meeting micro-survey pipeline, automatically analyzing responses as they arrive. By leveraging a pretrained sentiment analysis model fine-tuned on consulting contexts, the system will produce accurate emotion scores. This capability provides consultants with immediate, actionable insights into client sentiment, eliminating manual review and accelerating response to issues.

Acceptance Criteria
Real-time Emotion Analysis Upon Survey Submission
Given a client submits free-text feedback via the micro-survey When the feedback is received by the system Then the Emotion Detection Engine must analyze and display emotion scores (joy, frustration, concern) within 2 seconds of submission
Accurate Identification of Joy, Frustration, and Concern
Given the engine processes a variety of consulting-context sentences When feedback contains clearly positive, negative, or neutral phrases Then the system must assign the correct dominant emotion with at least 90% precision and recall on a predefined test set
Integration with Post-Meeting Micro-Survey Pipeline
Given the micro-survey service triggers analysis upon response arrival When new feedback records are ingested Then the Emotion Detection Engine API is called automatically and emotion scores are stored in the dashboard database without manual intervention
Emotion Score Threshold Alerts
Given the system calculates emotion scores When concern score exceeds the configurable threshold (e.g., 0.7) Then an alert must be generated and displayed in the consultant’s dashboard within 5 seconds
High-Performance Processing Under Load
Given concurrent feedback submissions of up to 200 requests per minute When the system is under this load Then the engine must maintain an average response time below 3 seconds and error rate under 1%
Dynamic Gauge Visualization
"As a consultant, I want a clear visual representation of client emotions so that I can immediately grasp overall sentiment and prioritize follow-up actions."
Description

Develop an intuitive visual component that displays the proportion of detected emotions using dynamic gauges and color gradients. Each gauge should represent one emotion category—joy, frustration, and concern—and adjust in real time based on analysis results. The visualization must be responsive, accessible, and integrated into the ClientPulse dashboard. By offering a clear, at-a-glance overview of client mood, this feature enables consultants to rapidly assess overall sentiment and focus on areas needing attention.

Acceptance Criteria
Real-time Emotion Gauge Update
Given a new batch of client feedback has been analyzed for emotions, When the dashboard receives the analysis results, Then each emotion gauge (joy, frustration, concern) updates its level dynamically within 200 milliseconds and animates smoothly to the new value.
Responsive Layout on Various Devices
Given the ClientPulse dashboard is viewed on desktop, tablet, and mobile devices, When the user resizes the browser or switches devices, Then the emotion gauges resize proportionally, maintain aspect ratio, and remain fully legible without overlap or distortion.
Accessible Visualization Color Contrast
Given the emotion gauges use color gradients to represent intensity, When viewed by users including those with color vision deficiencies, Then all gauge colors meet WCAG AA contrast ratios of at least 4.5:1 against the dashboard background and include alternative texture or pattern overlays.
Integration with Dashboard Data Feed
Given the emotion analysis module publishes new sentiment data every minute, When the dashboard subscribes to the data feed, Then the gauges reflect the latest data without requiring a manual refresh and log any feed errors for developer review.
Performance under High Feedback Volume
Given the system processes up to 1,000 feedback entries per update cycle, When the dashboard renders the emotion gauges, Then frame rendering time remains under 16 milliseconds per gauge and overall CPU usage does not exceed 50% of a typical client device.
Real-time Feedback Update
"As a user, I want the emotion gauges to update in real time when new feedback arrives so that I always see the most current client sentiment."
Description

Enable the Emotion Radar to update in real time as new survey responses are submitted. The system should poll incoming feedback and refresh the emotion gauges without requiring manual page reloads. This will involve implementing WebSocket or server-sent events for push updates. Real-time updates ensure consultants have the latest insights during and immediately after client meetings, improving responsiveness and decision-making.

Acceptance Criteria
Live Update of Emotion Radar
Given a consultant has the Emotion Radar dashboard open When a new survey response is submitted Then the emotion gauges update within 2 seconds without a page reload
Visual Feedback Consistency
Given incoming sentiment data When the Emotion Radar renders gauges Then the displayed color gradients and numeric values must accurately reflect the proportions of joy, frustration, and concern within a 2% margin of the data
WebSocket Connection Stability
Given an active session When the WebSocket connection drops Then the system automatically attempts reconnection every 5 seconds and restores real-time updates upon success
Multiple User Sessions
Given multiple consultants accessing their dashboards concurrently When new feedback arrives Then each consultant’s Emotion Radar updates independently and correctly for their session within 2 seconds
Graceful Fallback to Polling
Given the push update mechanism fails When the system detects no updates within 10 seconds Then it switches to polling mode every 5 seconds and notifies the consultant if updates are delayed more than 10 seconds
Threshold-based Alerts
"As a consultant, I want to receive alerts when frustration or concern levels exceed my set thresholds so that I can intervene quickly and prevent client dissatisfaction."
Description

Introduce configurable alerts that trigger when emotion proportions cross predefined thresholds. Consultants should be able to set custom threshold values for frustration and concern levels. When thresholds are exceeded, the system should generate an in-app notification and optional email alert. This proactive notification mechanism helps consultants address critical client issues promptly, reducing the risk of dissatisfaction and churn.

Acceptance Criteria
Configure Emotion Thresholds
Given a consultant on the Alert Settings page, when they enter valid numeric values for frustration and concern thresholds and click Save, then the system persists these values and displays a "Settings saved" confirmation.
Trigger In-App Alert on Threshold Exceedance
Given new feedback analysis yields frustration or concern percentage exceeding the configured thresholds, when the system processes this feedback, then an in-app notification is displayed to the consultant within 2 minutes.
Send Email Alert When Enabled
Given the consultant has enabled email alerts in settings, when a threshold is exceeded, then the system sends an email alert containing the client name, emotion percentages, and threshold values to the consultant’s registered email within 5 minutes.
No Alert Below Threshold
Given feedback emotion percentages are below both configured thresholds, when the system processes the feedback, then no in-app or email alert is generated.
Persist Threshold Settings Across Sessions
Given a consultant has configured thresholds, when they log out and log back in, then the previously set thresholds are displayed in the Alert Settings page.
Customizable Color Themes
"As a user, I want to customize the color scheme of the emotion gauges so that the visualization fits my branding and accessibility needs."
Description

Allow consultants to customize the color gradients and gauge styles used in the Emotion Radar to match personal preferences or branding guidelines. Provide a theme editor within settings, offering preset palettes and the ability to define custom color codes for each emotion category. This feature enhances user engagement and accessibility, ensuring the visualizations remain clear and aligned with individual or corporate branding.

Acceptance Criteria
Theme Editor Access
Given the consultant is on the Settings page and navigates to the 'Emotion Radar Theme' section, when the section loads, then the theme editor interface must display all customization options within 2 seconds without errors.
Preset Palette Selection
Given the theme editor is open, when the user selects a preset palette from the palette dropdown, then the emotion categories (joy, frustration, concern) must update their color gradients accordingly and the live preview must reflect these changes immediately.
Custom Color Code Definition
Given the theme editor is open, when the user enters a valid six-digit hex code for an emotion category and clicks 'Save', then the gauge for that category must update to the specified color and the custom code must be persisted in the user’s settings.
Live Preview of Theme Changes
Given the user applies changes to color gradients or gauge styles, when the user clicks 'Apply Preview', then the Emotion Radar visualization in the preview pane must update within one second and accurately represent all applied changes.
Accessibility Compliance Validation
Given a theme (custom or preset) is applied, when the user runs the contrast compliance check, then all emotion category color combinations must meet WCAG AA standards (minimum 4.5:1 contrast ratio) and the system must display a pass or fail result.

Trend Tracker

Charts sentiment shifts over time for each client or project, spotlighting improvements or declines across meetings so consultants can proactively address emerging patterns before they escalate.

Requirements

Data Visualization Module
"As a consultant, I want to view interactive sentiment charts over time so that I can quickly identify and understand patterns in client satisfaction and take proactive measures to improve relationships."
Description

A dynamic charting component that renders sentiment trajectories over time per client or project, with line graphs, bar charts, and trend overlays to visually illustrate sentiment improvements or declines. Integrates seamlessly into the dashboard, allowing consultants to quickly grasp long-term sentiment patterns and make data-driven decisions. Supports interactive features such as hovering to reveal exact sentiment scores, zooming into specific timeframes, and toggling between multiple clients or projects for comparative analysis.

Acceptance Criteria
Viewing Sentiment Line Graph
Given a consultant selects a client or project, when they navigate to the Trend Tracker, then a line graph displays sentiment scores over the last 12 meetings with labeled axes and a legend.
Interacting with Trend Overlays
Given the line graph is displayed, when the consultant toggles the trend overlay option, then a moving average line appears or disappears on the chart without reloading the page.
Zooming into Specific Timeframes
Given the line graph is visible, when the consultant selects a date range using the zoom controls, then the chart updates to show only sentiment scores within that range and maintains interactive features.
Comparative Analysis Across Clients
Given multiple clients or projects are selected, when the consultant toggles between them, then the chart updates to display each selected entity’s sentiment trajectory in distinct colors with a combined legend.
Hovering for Detailed Scores
Given the chart is displayed, when the consultant hovers over any data point, then a tooltip appears showing the exact date, meeting identifier, and sentiment score for that point.
Sentiment Analysis Engine Integration
"As a product manager, I want the trend tracker to use the AI sentiment scores so that I can trust its sentiment trend lines are based on accurate, real-time data."
Description

Integrate the existing AI-powered sentiment analysis engine with the Trend Tracker to automatically process feedback from micro-surveys and assign sentiment scores to each session. Ensure real-time data syncing, accurate score computation, and consistent data formatting so that the Trend Tracker can reliably display up-to-date sentiment trends. Implement error handling for data mismatches and fallback mechanisms to maintain dashboard integrity during API disruptions.

Acceptance Criteria
Real-Time Sentiment Sync
Given a micro-survey response is submitted by the client, when the sentiment analysis engine processes it, then the resulting sentiment score is available in the Trend Tracker within 5 seconds without any data loss
Accurate Sentiment Scoring
Given the AI engine analyzes survey text, when calculating sentiment scores, then the scores must match predefined sentiment thresholds with at least 95% accuracy as verified by sample data
Consistent Data Formatting
Given sentiment scores are stored in the database, when retrieved by the Trend Tracker, then each record must include standardized fields (client_id, session_id, timestamp, sentiment_score) with correct data types
Error Handling for Mismatched Data
Given the sentiment API returns data that does not conform to the schema, when the system detects the mismatch, then it logs a detailed error and skips updating the Trend Tracker without crashing the dashboard
API Disruption Fallback
Given the sentiment analysis API is unavailable, when a feedback submission occurs, then the system queues the data locally and displays a notification on the dashboard, retrying the API call every minute until successful
Custom Time Range Selector
"As a consultant, I want to set custom date ranges for trend analysis so that I can focus on specific periods of interest and assess the impact of recent changes."
Description

Provide users with the ability to define custom time windows (e.g., last week, last month, quarter-to-date, or a specific date range) for viewing sentiment trends. The selector should support presets and manual date picking, updating the charts and summary metrics accordingly. This flexibility allows consultants to focus on relevant periods for performance reviews or client check-ins.

Acceptance Criteria
Preset Time Window Selection
Given the user selects the 'Last Month' preset option, when applied, then the sentiment trend chart and summary metrics update to display data exclusively from the first to the last day of the previous month.
Manual Date Range Input
Given the user enters a valid start date and end date via the date picker, when the user clicks 'Apply', then the trend chart and summary metrics update to reflect only data within the specified range, and the selected dates are visibly displayed above the chart.
Boundary Date Validation
Given the user selects an end date earlier than the start date, when the user clicks 'Apply', then an inline error message 'End date must be after start date' is displayed and the chart is not updated until corrected.
Default Time Range on Page Load
Given the user navigates to the Trend Tracker feature, when the Custom Time Range Selector initializes, then the default time range is set to 'Last 30 Days', and the sentiment chart and metrics match this period without additional user interaction.
Quarter-to-Date Preset Selection
Given the user selects the 'Quarter-to-Date' preset, when applied, then the trend chart and summary metrics update to display data starting from the first day of the current quarter through today.
Clear Selection Reset
Given the user has applied a custom date range or preset, when the user clicks 'Clear' or 'Reset', then the selector reverts to the default 'Last 30 Days', and the chart and metrics refresh to that range.
Mobile Responsive Selector Use
Given the user accesses the Trend Tracker on a mobile device, when interacting with the custom time range selector, then all presets, date pickers, and labels are fully responsive, legible, and functional without horizontal scrolling.
Alert Notification System
"As a consultant, I want to receive alerts when client sentiment drops below my set threshold so that I can address issues before they escalate."
Description

Implement an alerting mechanism that triggers notifications when sentiment trends cross predefined thresholds, such as a sustained decline over three meetings or hitting a positive milestone. Users should be able to configure threshold values and notification channels (e.g., in-app, email). This proactive alerting ensures consultants are immediately aware of concerning sentiment shifts or noteworthy improvements, enabling timely follow-up actions.

Acceptance Criteria
Configuring Sentiment Thresholds
Given the consultant navigates to the Alert Settings page and sets a negative sentiment threshold of a 10% decline over 3 consecutive meetings, When the consultant saves the settings, Then the system stores the threshold configuration and displays a confirmation message.
Triggering In-App Notifications for Negative Trend
Given a client’s sentiment scores have declined by 12% over the last three meetings, When the system processes the latest meeting data, Then the system generates an in-app notification alerting the consultant of the sustained negative trend.
Sending Email Alerts for Positive Milestones
Given a client’s sentiment score hits a predefined positive milestone of 80% or above, When the system detects the milestone, Then the system sends an email notification to the consultant with details of the milestone achievement.
Customizing Notification Channels
Given the consultant navigates to Notification Preferences and selects email only, When the consultant saves the preference, Then the system routes all future alerts exclusively via email and disables in-app notifications.
Validating Alert Delivery Logs
Given an alert is triggered, When the alert is sent through the configured channels, Then an entry is logged in the Alert Delivery Log with timestamp, channel, and delivery status.
Drill-Down Insights
"As a consultant, I want to drill down into trend data to see detailed session feedback so that I can pinpoint the cause of sentiment shifts and take targeted action."
Description

Enable deep exploration of trend data by allowing users to click on data points or chart segments to view underlying session details, such as survey questions, response distributions, and individual feedback comments. This capability helps consultants understand the drivers behind sentiment changes and identify specific feedback items that contributed to overall trends.

Acceptance Criteria
Drill Down on Single Data Point
Given the user is viewing the trend chart When the user clicks on a specific data point Then a modal appears listing all sessions for that point with session date, sentiment score, and link to full session details
Drill Down with Project Filter Applied
Given the user has applied a project filter on the trend chart When the user clicks a data point Then the drill-down modal displays only sessions belonging to the filtered project
View Survey Question Distribution
Given the user opens a session from the drill-down modal When the user clicks the 'View Distribution' button Then a chart displays each survey question with response counts and percentages
Display Individual Feedback Comments
Given the user opens session details from the drill-down view When the user toggles 'Feedback Comments' Then the UI lists all individual comments with timestamps and respects anonymity settings
Export Detailed Session Report
Given the user is viewing session details When the user clicks the 'Export CSV' button Then the system generates and downloads a CSV file containing session metrics, survey questions, response distributions, and comments within 5 seconds

Live Feed

Provides a real-time stream of incoming survey comments annotated with color-coded sentiment tags, enabling consultants to monitor and respond to critical feedback the moment it’s received.

Requirements

Live Comment Stream
"As a consultant, I want to see survey comments appear instantly in my Live Feed so that I can promptly address feedback and improve client satisfaction."
Description

The system must deliver incoming survey comments to the consultant's dashboard within two seconds of submission, ensuring minimal latency. Comments should appear instantly in the Live Feed UI without requiring manual refresh. The real-time stream integrates with the existing survey backend via WebSocket or Server-Sent Events, providing consultants immediate visibility into client sentiments as they are expressed.

Acceptance Criteria
Instant Comment Delivery
Given a client submits a survey comment, When the server receives it, Then the comment displays in the Live Feed UI on the consultant's dashboard within two seconds.
Low-Latency WebSocket Integration
Given the consultant's dashboard initiates a WebSocket or Server-Sent Events connection, When survey comments are streamed, Then messages are transmitted and received end-to-end with an average latency of 200ms or less.
Auto-refreshing Live Feed UI
Given new comments arrive via the real-time stream, Then the Live Feed UI automatically updates and scrolls to show the newest comment without requiring a manual page refresh or user action.
Sentiment Tagging Accuracy
Given incoming comments include sentiment analysis data, Then each comment displays the correct color-coded sentiment tag (e.g., green for positive, yellow for neutral, red for negative) for 100% of comments.
Connection Failure Recovery
Given the WebSocket or SSE connection is dropped, When the connection is lost, Then the Live Feed automatically attempts to reconnect every five seconds and resumes streaming comments within fifteen seconds of the first drop.
Automated Sentiment Labeling
"As a consultant, I want each comment tagged with a color-coded sentiment so that I can easily prioritize which feedback requires immediate attention."
Description

Each incoming comment in the Live Feed must be analyzed by the AI sentiment engine and tagged with a color-coded sentiment indicator (green for positive, yellow for neutral, red for negative). The sentiment tag should appear next to each comment in the feed, leveraging the existing AI micro-survey infrastructure to enhance visibility and prioritization of feedback.

Acceptance Criteria
Real-Time Comment Sentiment Tagging
Given a new comment arrives in the Live Feed When the AI sentiment engine processes the comment Then a color-coded sentiment tag (green for positive, yellow for neutral, red for negative) appears next to the comment within 2 seconds of its arrival
Accurate Sentiment Analysis Validation
Given a set of benchmark comments with known sentiment When the AI sentiment engine analyzes each comment Then it correctly labels at least 90% of comments with the matching benchmark sentiment
Fallback on Sentiment Analysis Failure
Given the AI sentiment engine fails or times out When processing a comment Then the comment displays a default neutral (yellow) tag with an informational tooltip stating "Sentiment unavailable"
Sentiment Tag Visibility
Given the Live Feed UI When a sentiment tag is displayed Then the tag color matches the defined palette (green, yellow, red) the text label is legible against its background and each tag includes accessible alt text for screen readers
High Throughput Feed Performance
Given a burst of 100 comments per minute When the Live Feed receives comments Then each comment is sentiment-tagged and rendered in the UI in under 2 seconds without dropped messages or UI slowdown
Negative Feedback Alerts
"As a consultant, I want to receive instant alerts for critical negative feedback so that I can take immediate corrective action."
Description

The Live Feed should trigger immediate alerts when a comment is tagged as negative sentiment above a configurable severity threshold. Alerts will be delivered as pop-up notifications within the dashboard and optional email or SMS, ensuring urgent issues are surfaced to consultants in real time for prompt corrective action.

Acceptance Criteria
Threshold Breach Detection
Given a survey comment with negative sentiment severity above the configured threshold, when the comment is received on the live feed, then the system identifies it as an alert and enqueues a notification for delivery.
Dashboard Pop-up Notification
Given an alert-triggering comment is detected, when the user is viewing the dashboard, then a pop-up notification appears within 2 seconds displaying the comment text, sentiment tag, and severity level.
Email and SMS Alert Delivery
Given the user has enabled email and SMS notifications and an alert-triggering comment arrives, when the alert is generated, then the system sends the alert via email and SMS to the user’s registered contacts within 1 minute.
Configurable Severity Threshold Adjustment
Given the user updates the negative sentiment severity threshold in settings, when the new threshold is saved, then all subsequent comments are evaluated against the updated threshold for alert generation.
Multiple Negative Comments Handling
Given multiple comments above the threshold arrive within a 5-minute window, when they are received, then the system batches a single pop-up summarizing all comments and sends individual emails and SMS alerts for each comment within 2 minutes of the last comment.
Feed Filtering and Sorting
"As a consultant, I want to filter and sort comments in the Live Feed so that I can focus on the most relevant feedback."
Description

Users must be able to filter the Live Feed by sentiment (positive, neutral, negative), time range, or specific keywords, and sort comments by timestamp or sentiment severity. Filter and sort controls should be intuitive and accessible in the feed header, empowering consultants to focus on the most relevant feedback and streamline their review process.

Acceptance Criteria
Filter by Sentiment Category Selected
Given the Live Feed is displayed with sentiment tags, when the user selects a specific sentiment filter (positive, neutral, or negative), then the feed updates within two seconds to show only comments matching that sentiment and the filter control highlights the active selection.
Filter by Time Range
Given the Live Feed displays comment timestamps, when the user sets a start and end time range in the filter controls and applies it, then only comments whose timestamps fall within that range are shown and the header displays the active time filter.
Search by Keyword
Given the Live Feed includes a keyword search input, when the user enters a keyword and presses Enter or clicks Search, then the feed displays only comments containing that keyword (case-insensitive) and highlights the keyword within each comment.
Sort by Timestamp or Sentiment Severity
Given the Live Feed is showing comments, when the user selects 'Timestamp Descending', 'Timestamp Ascending', 'Severity High to Low', or 'Severity Low to High' in the sort control, then the feed reorders comments accordingly and the active sort option is visually indicated.
Combine Filters and Sort Controls
Given the Live Feed supports multiple filters, when the user applies sentiment, time range, or keyword filters and then selects a sort option, then the feed applies all filters and sort settings together, updating the comment list in real time.
Reset Filters and Sort
Given filters and sorting options are active, when the user clicks the 'Reset' control in the feed header, then all filters and sort settings revert to default (all sentiments, full time range, default sort) and the feed refreshes to show all comments in default order.
Stream Control Toggle
"As a consultant, I want to pause the Live Feed updates so that I can review comments without distraction during high activity."
Description

Provide a toggle button to pause incoming feed updates, allowing consultants to review current comments without new entries shifting content. When paused, new comments accumulate in a background buffer indicated by a badge count. Consultants can resume the stream to see buffered comments in sequence, improving usability during high-volume feedback sessions.

Acceptance Criteria
Pausing the Live Feed During High-Volume Feedback
Given a high volume of incoming comments, when the consultant clicks the pause toggle, then the live feed stops updating, new comments are queued in a background buffer, and the toggle displays a paused visual state.
Buffer Count Indicator Display
Given the feed is paused and new comments arrive, when comments accumulate, then the toggle button displays a badge showing the exact number of buffered comments, updating in real time.
Prevent Feed Shifting on Pause
Given the feed is paused, when new comments arrive in the background, then the visible comment list remains static with no content shifting until the feed is resumed.
Resuming the Live Feed to Process Buffered Comments
Given the feed has buffered comments and is paused, when the consultant clicks the resume toggle, then all buffered comments appear in chronological order at the top of the feed and the badge count resets to zero.
Toggle Accessibility and Keyboard Control
Given a consultant uses keyboard navigation, when the toggle gains focus, then pressing space or enter toggles between pause and resume states and the badge count is announced to assistive technologies.
Feedback Drill-down Links
"As a consultant, I want to click a comment to view detailed client history so that I can understand context before reaching out."
Description

Each comment in the Live Feed should include a link to its full survey context and the client's profile within the main dashboard. Clicking the link navigates to a detailed view showing past feedback and engagement history via deep-linking, enabling consultants to quickly access background information before following up.

Acceptance Criteria
Accessing Full Survey Context from Live Feed
Given a consultant views a comment in the Live Feed, when they click the context link, then the system navigates to the full survey context page showing all questions and responses related to that comment within 2 seconds
Navigating to Client Profile via Drill-down Link
Given a consultant clicks the client profile link on a comment, when navigation occurs, then the consultant is taken to the correct client’s profile page displaying name, contact details, and overall survey summary without errors
Deep-Link to Engagement History for Recurring Clients
Given a consultant accesses a comment from a recurring client, when they follow the drill-down link, then the detailed view includes the client’s past feedback entries sorted by date and an option to return to the original Live Feed position
Handling Missing Survey Context Links
Given a comment lacks associated survey context, when a consultant hovers over or clicks the context link, then the link is disabled and a tooltip displays ‘Context unavailable’ without producing broken links or errors
Performance of Drill-down Link Navigation
Given a consultant clicks any drill-down link in the Live Feed, when the destination page loads, then the page fully renders within 3 seconds and no JavaScript errors occur

Alert Composer

Lets consultants define custom triggers—such as negative sentiment thresholds or specific keywords—and choose delivery channels (email, SMS, Slack), ensuring urgent issues reach the right stakeholders instantly.

Requirements

Trigger Definition Interface
"As an independent consultant, I want to define custom triggers based on client feedback metrics so that I can automatically flag significant issues immediately after meetings."
Description

Provide a user-friendly interface for consultants to define custom alert triggers based on sentiment thresholds, keyword matches, or survey response patterns. The interface should allow adding multiple conditions, combining them with logical AND/OR operators, and setting threshold values. It must integrate seamlessly with the AI-powered micro-survey engine to surface urgent client feedback accurately. Expected outcome: consultants can create precise, actionable triggers without technical expertise.

Acceptance Criteria
Sentiment Threshold Configuration
Given the consultant is on the Trigger Definition Interface When they select “Sentiment Threshold” and set a value of “≤30% positive” Then the system saves the trigger and displays it in the trigger list with the correct threshold value
Keyword Match Condition Setup
Given the consultant is defining a new trigger When they choose “Keyword Match” and enter keywords “delay, issue” Then the system validates the keywords, saves the trigger, and lists it with the correct keywords displayed
Combined Condition Logic Definition
Given the consultant has added two conditions (sentiment ≤20% AND keyword “escalate”) When they select the “AND” operator and save the trigger Then the system creates a single trigger combining both conditions with AND logic and shows the combined rule in the interface
Multiple Trigger Management
Given the consultant has existing triggers When they add a third trigger with different conditions and save it Then all three triggers appear in the list with distinct names and conditions, and no previously configured trigger is modified
AI Integration Validation
Given a completed micro-survey response arrives with 15% positive sentiment and the keyword “bug” When the system processes the response Then the previously defined triggers for sentiment ≤20% and keyword “bug” fire and the consultant receives notifications via the configured channels
Channel Configuration
"As a consultant, I want to choose how alerts are delivered so that the right stakeholders receive notifications through their preferred channels."
Description

Enable consultants to select one or more delivery channels (Email, SMS, Slack) for each trigger and configure channel-specific settings such as sender identity, recipient lists, and message frequency. The configuration UI should validate contact details and test connectivity. Integration with existing notification services ensures reliable delivery. Expected outcome: urgent alerts reach the right stakeholders through their preferred channels.

Acceptance Criteria
Multi-Channel Selection
Given the consultant selects Email and SMS channels and enters valid sender identities and recipient lists for each, when they click Save, then the system persists both channel configurations and displays a success notification.
Contact Detail Validation
Given the consultant enters an invalid email address or phone number in a channel’s settings, when they attempt to save, then the system rejects the input and displays an inline error message for each invalid field.
Channel Connectivity Testing
Given the consultant clicks the Test Connection button for a configured channel, when the system sends a test alert, then a success or failure status is displayed based on the delivery result.
Message Frequency Configuration
Given the consultant sets a maximum message frequency per channel, when an alert exceeds this limit, then the system blocks additional alerts and logs a warning in the configuration activity log.
External Notification Integration
Given an alert is triggered, when the system invokes the external notification service API for the configured channels, then it records a confirmation response or retries on failure and updates the alert delivery status accordingly.
Alert Message Customization
"As a consultant, I want to customize alert messages so that notifications provide relevant context and maintain brand consistency."
Description

Allow consultants to customize the content and format of alert messages for each channel. Provide template variables (e.g., client name, meeting date, flagged keywords, sentiment score) and formatting options. The system should support rich text for email, character limits for SMS, and attachments or links for Slack. Expected outcome: alerts are contextual, on-brand, and include all necessary information.

Acceptance Criteria
Email Template Variable Rendering
Given a consultant configures an email template with variables for client name and meeting date, when an alert is triggered, then the sent email contains the correct client name and meeting date in the designated placeholders.
SMS Character Limit Enforcement
Given a consultant sets up an SMS alert message that exceeds 160 characters, when the message is sent, then the system truncates the text at 160 characters without splitting words.
Slack Attachment Link Inclusion
Given a consultant opts to include attachments or links in a Slack alert, when the alert is dispatched, then the Slack message displays the attachments or clickable links as configured.
Rich Text Formatting in Email Alerts
Given a consultant applies bold, italics, and bullet list formatting in the email alert editor, when the email is received, then the formatting is correctly rendered in major email clients.
Custom Keyword Highlighting
Given a consultant specifies keywords to highlight in an alert, when the alert is generated, then all instances of those keywords are emphasized (e.g., highlighted or bolded) in channels that support text styling.
Real-time Dispatch Engine
"As a consultant, I want alerts to be delivered in real time so that I can address issues before they escalate."
Description

Implement a backend dispatch engine that processes trigger events in real time, queues notifications, and delivers them with minimal latency. Include retry logic, backoff strategies, and failure reporting. The engine must scale with usage spikes and provide delivery status logs. Expected outcome: consultants receive immediate alerts and have visibility into delivery success or issues.

Acceptance Criteria
Negative Sentiment Threshold Exceeded
Given a client survey response with a sentiment score below the configured negative threshold When the response is received Then the dispatch engine must enqueue and send an alert to the selected channels within 2 seconds
Specific Keyword Detected
Given a client message containing a configured keyword When the message is ingested by the dispatch engine Then an immediate notification including the message context is delivered to the specified stakeholder via chosen channel
Delivery Retry on Failure
Given a notification delivery failure due to transient error When the engine attempts retry Then it retries delivery up to three times with exponential backoff starting at 5 seconds
Scalable Performance Under Spike
Given 1000 trigger events arriving concurrently When processed by the dispatch engine Then all events are queued and dispatched without loss and average latency remains below 5 seconds
Delivery Status Logging
Given notifications are dispatched Then the engine logs delivery status (success, retry, or failure) with timestamps and error details in the log store
Trigger Testing and Preview
"As a consultant, I want to test my custom triggers and preview alerts so that I can verify their behavior before using them in live scenarios."
Description

Offer a testing sandbox where consultants can simulate trigger conditions using sample survey responses or historical data. Allow preview of alert messages across all configured channels, highlighting dynamic content and formatting. Provide real-time feedback on trigger logic and message rendering. Expected outcome: consultants can verify and refine triggers before deploying them in production.

Acceptance Criteria
Sentiment Threshold Simulation
Given a sample survey response with a sentiment score below the user-defined negative threshold, when the consultant runs the trigger test in the sandbox, then the system identifies and marks the trigger as firing and displays the expected alert details.
Email Alert Preview
Given an email delivery channel configured with a custom message template, when the consultant previews the alert in the sandbox, then the system renders the email with all dynamic placeholders populated and formatting identical to production.
Multi-Channel Alert Preview
Given multiple delivery channels (email, SMS, Slack) configured for a trigger, when the consultant initiates a preview, then the sandbox generates separate previews for each channel showing correct channel-specific formatting and content.
Historical Data Trigger Simulation
Given historical survey responses loaded into the sandbox, when the consultant selects a date range and runs the trigger test, then the system processes each record and displays a list of alerts that would have fired for those responses.
Dynamic Content Rendering Feedback
Given a message template containing dynamic fields, when the consultant modifies the template or trigger logic, then the sandbox provides real-time feedback, highlighting any unresolved placeholders or template errors and showing a live preview.

Root Cause Mapper

Uses AI to cluster negative feedback into thematic groups (e.g., communication gaps, unclear deliverables), revealing underlying issues so consultants can diagnose and resolve root problems effectively.

Requirements

AI Clustering Engine
"As an independent consultant, I want the system to automatically group negative feedback into thematic clusters so that I can quickly identify common issues without manually sorting responses."
Description

Implement a scalable AI-based clustering engine that analyzes text-based client feedback, applies natural language processing to detect sentiment and semantic similarity, and automatically groups negative comments into coherent thematic clusters. This engine should support tuning parameters such as cluster count and minimum cluster size, integrate with the existing data pipeline, and ensure high performance and accuracy to reliably surface underlying issues.

Acceptance Criteria
Dynamic Cluster Parameter Adjustment
Given the AI clustering engine is initialized When a user specifies a cluster count of 8 and minimum cluster size of 5 Then the engine groups feedback into exactly 8 clusters and each cluster contains at least 5 feedback items
Real-time Data Pipeline Integration
Given new client feedback arrives in the data pipeline When the clustering engine processes the input Then the feedback is clustered within 2 seconds and results are published to the dashboard service
Semantic Sentiment Clustering Precision
Given mixed positive and negative feedback When the clustering engine analyzes sentiment Then negative comments are correctly identified with at least 90% accuracy and grouped according to semantic similarity
Performance Under Load
Given a dataset of 10,000 feedback entries When the clustering engine runs with default settings Then the process completes within 60 seconds and memory usage does not exceed 2 GB
Cluster Reclassification After Parameter Change
Given an existing clustering result When the user updates the minimum cluster size parameter and re-runs the engine Then clusters are recalculated reflecting the new parameter values without requiring a restart
Cluster Visualization Interface
"As an independent consultant, I want an interactive dashboard that visually presents feedback clusters so that I can easily explore underlying issues and prioritize actions."
Description

Design and develop an interactive dashboard that visually presents feedback clusters using charts, graphs, and heatmaps. The interface should allow consultants to drill down into individual clusters, view underlying comments, filter by time frame or sentiment, and dynamically adjust visualization parameters. It must integrate seamlessly within the ClientPulse dashboard and maintain responsive performance.

Acceptance Criteria
Dashboard Visualization Load
Given the consultant completes a meeting and feedback data is available, when the ClientPulse dashboard loads, then the system shall display a cluster visualization with at least one chart, graph, and heatmap within 2 seconds, accurately representing feedback clusters with correct labels and color coding.
Cluster Drill-Down Interaction
Given the consultant clicks on a specific cluster, when the drill-down action is triggered, then the interface shall display a list of underlying comments for that cluster, sorted by sentiment score, within 1 second.
Time Frame Filtering Functionality
Given the consultant selects a time frame filter, when a new date range is applied, then the visualization shall update to show only clusters from the selected period, reflecting updated counts and distributions within 1.5 seconds.
Dynamic Visualization Parameter Adjustment
Given the consultant adjusts visualization parameters (e.g., cluster granularity slider), when a parameter is modified, then the charts and heatmaps shall re-render to reflect the new settings without page reload, completing the update within 1 second.
Responsive Performance on Various Devices
Given the consultant accesses the dashboard on desktop or tablet, when viewing the cluster visualization, then charts and heatmaps maintain layout integrity and performance (render time under 2 seconds) across screen sizes and resolutions.
Cluster Management & Customization
"As an independent consultant, I want to adjust cluster settings, merge or split themes, and rename categories so that I can tailor the root cause analysis to my specific context."
Description

Provide tools for consultants to manage and customize thematic clusters, including merging similar clusters, splitting broad clusters, renaming categories, and adjusting algorithm parameters. Changes should be immediately reflected in the visualization and feed back into the clustering engine for ongoing refinement. The feature must maintain audit logs for tracking edits.

Acceptance Criteria
Merge Thematic Clusters
Given two clusters with overlapping themes are selected When the consultant initiates a merge Then the system must combine all feedback items into one cluster, update the visualization within 2 seconds, feed the merged data back into the clustering engine for refinement, and record the merge action in the audit log with user ID, timestamp, and details
Split Broad Cluster
Given a consultant identifies a cluster with heterogeneous feedback When the consultant selects 'Split' and defines split criteria Then the system must generate two or more new clusters according to the defined criteria, redistribute feedback items correctly, refresh the visualization immediately, update the clustering engine with the new clusters, and write the split event to the audit log with user and timestamp
Rename Cluster Category
Given a consultant edits the name of an existing cluster When the consultant submits a new name Then the system must update the cluster label across all dashboards and reports in real time, persist the new label in the clustering engine, and log the rename operation in the audit trail with user, old and new names, and timestamp
Adjust Clustering Parameters
Given a consultant modifies algorithm parameters (e.g., cluster count, similarity threshold) When the consultant applies the new settings Then the clustering engine must reprocess feedback within 5 seconds, update all thematic clusters and visualizations accordingly, and record the parameter change in the audit log with details and user information
Real-Time Visualization Update
Given any cluster management action (merge, split, rename, parameter change) When the action is completed Then the system must reflect all changes instantly in the cluster map and feedback feed without requiring a page reload
Audit Log Recording for Cluster Edits
Given any edit to clusters (merge, split, rename, parameter adjustment) When the edit is executed Then the system must generate an audit entry capturing action type, affected cluster IDs, user ID, and timestamp, and make the log entry available for retrieval in the audit history interface
Insight Export & Sharing
"As an independent consultant, I want to export cluster insights and recommendations into shareable reports so that I can review them offline and present findings to clients."
Description

Enable export of cluster insights and recommended actions into various formats such as PDF, Excel, and PowerPoint. The export feature should generate a structured report that includes thematic summaries, representative feedback excerpts, trend charts, and AI-generated recommendations. Ensure the exported files are professionally formatted and easy to share with clients or stakeholders.

Acceptance Criteria
PDF Report Generation
Given the user has analyzed client feedback clusters, when the user clicks 'Export to PDF', then the system generates a PDF report that includes the cluster thematic summaries, at least two representative feedback excerpts per theme, trend charts depicting feedback over time, and AI-generated recommendations; and the PDF displays the company logo in the header and page numbers in the footer.
Excel Data Export
Given feedback clusters are available, when the user selects 'Export to Excel', then the system downloads an .xlsx file containing separate worksheets for thematic summaries, raw feedback excerpts, trend data tables, and recommendations; and each worksheet has properly labeled columns and formatted cells.
PowerPoint Slide Deck Creation
Given cluster insights are ready, when the user chooses 'Export to PowerPoint', then the system generates a .pptx file with one slide per theme including a title, summary bullet points, a chart image, and recommendation text; and slides use the default presentation template with consistent styling.
Export File Naming Convention
When any export is initiated, then the exported file is automatically named using the pattern 'ClientName_FeatureName_YYYYMMDD_HHMMSS.ext' and the file extension matches the chosen format.
Professional Formatting Assurance
For each exported file format, exported documents open without errors in standard readers (Adobe Acrobat, MS Excel, MS PowerPoint), maintain the intended layout, fonts, and color schemes, and all visual elements are clearly legible.
Continuous Learning Feedback Loop
"As an independent consultant, I want the system to learn from my feedback on cluster accuracy so that the root cause mapping becomes more precise over time."
Description

Implement a feedback mechanism that allows consultants to rate the accuracy of clusters and flag misgrouped comments. The system should use this input to retrain the clustering model periodically, improving precision and relevance over time. Ensure data collection respects user preferences and privacy, and provide versioning to track model improvements.

Acceptance Criteria
Misgrouped Comment Flagging
Given a consultant reviews clustered feedback, When they flag a comment as misgrouped, Then the system records the flag, associates it with the original comment and cluster, and confirms receipt to the consultant.
Cluster Accuracy Rating Submission
Given a consultant views a thematic cluster summary, When they rate the cluster’s accuracy on a 5-point scale, Then the rating is saved and reflected in the consultant’s feedback dashboard.
Automated Model Retraining Trigger
Given accumulated user flags and ratings exceed the retraining threshold, When the scheduled retraining window arrives, Then the system triggers model retraining using the new annotated data without manual intervention.
Privacy Preference Enforcement
Given a consultant opts out of data sharing for model training in settings, When they submit flags or ratings, Then their inputs are excluded from the retraining dataset and no personal identifiers are stored.
Model Version History Accessibility
Given a consultant views the clustering settings page, When they select the version history tab, Then they see a chronological list of model versions with release dates, change logs, and performance metrics.

Response Coach

Generates tailored message templates and remediation suggestions based on the nature and severity of negative comments, empowering consultants to craft timely, empathetic replies that rebuild trust and satisfaction.

Requirements

Sentiment Analysis Integration
"As a consultant, I want the system to accurately identify the emotional tone and severity of negative feedback so that the suggested responses resonate empathetically and address the core issues."
Description

Analyze negative client comments using advanced sentiment analysis algorithms to determine tone, sentiment intensity, and key emotion triggers. Feed these analysis results into the Response Coach to tailor message templates and remediation suggestions, ensuring accuracy and relevance by deeply understanding client concerns.

Acceptance Criteria
Post-Meeting Negative Comment Analysis
Given a client comment submitted immediately after a meeting that contains negative language, when the sentiment analysis runs, then the system assigns a sentiment score between -1.0 (very negative) and 0.0 (neutral) and identifies at least one primary emotion trigger (e.g., frustration, disappointment).
High-Intensity Sentiment Remediation
Given a comment with a negative sentiment score below -0.7, when the Response Coach generates suggestions, then it marks the message templates as 'Urgent' and includes at least two tailored remediation options.
Emotion Trigger Extraction Verification
Given a client comment that explicitly mentions multiple emotions (e.g., 'angry' and 'let down'), when processed, then the algorithm must identify each mentioned emotion with a confidence score of at least 80%.
Labeled Dataset Accuracy Assessment
Given a batch of 100 manually labeled negative comments, when processed by the sentiment analysis module, then the system achieves at least 90% agreement with the labeled sentiment categories and emotion triggers.
Response Coach Integration of Sentiment Results
Given the sentiment analysis output for a negative comment, when the Response Coach creates message templates, then each template must reference the detected tone and primary emotion trigger and pass a relevance check with a consultant focus group scoring at least 4 out of 5.
Template Customization Editor
"As a consultant, I want to customize AI-generated message templates so that my responses reflect my unique voice and address client-specific context."
Description

Provide an interactive editor where consultants can review, modify, and personalize AI-generated message templates. Allow adjustments to tone, length, phrasing, and insertion of client-specific details, ensuring responses remain authentic and aligned with each consultant’s communication style.

Acceptance Criteria
Opening Template in Editor
Given a consultant selects an AI-generated template and opens the customization editor, When the editor loads, Then the full template text must appear in an editable text area within 2 seconds; And the controls for adjusting tone, length, phrasing, and inserting placeholders must be visible and enabled.
Adjusting Tone and Length
Given the consultant modifies the tone slider to ‘Empathetic’ and adjusts length to ‘Concise’, When changes are applied, Then the template text must update in real time to reflect a more empathetic tone and shorter length without losing content coherence.
Inserting Client Details
Given the consultant clicks the placeholder dropdown and selects ‘Client Name’ and ‘Project Name’, When selections are confirmed, Then corresponding placeholders ({ClientName}, {ProjectName}) must be inserted at the cursor position; And clicking each placeholder must open an input to customize the actual detail.
Preview and Save Personalized Template
Given the consultant finishes edits and clicks the ‘Preview’ button, When the preview modal appears, Then the template must display all merged client-specific details and reflect tone and length adjustments; And clicking ‘Save’ must persist changes and update the template library accordingly.
Reset Template to Original AI Version
Given the consultant clicks the ‘Reset to Original’ option, When the confirmation prompt appears and the consultant confirms, Then the editor must revert all text, tone, length, and placeholder settings to the original AI-generated version.
Contextual Remediation Suggestions
"As a consultant, I want concrete remediation suggestions tailored to the specific feedback so that I can implement effective solutions and prevent future issues."
Description

Generate targeted remediation strategies based on the content and severity of negative feedback. Suggestions should include actionable steps prioritized by impact and accompanied by rationales explaining why each action can improve client satisfaction, helping consultants take concrete measures beyond messaging.

Acceptance Criteria
Urgent Negative Feedback with High Severity
Given the system receives feedback labeled as 'High' severity; when the consultant requests remediation suggestions; then the system returns at least three actionable steps sorted by impact, each accompanied by a rationale explaining its potential to improve satisfaction.
Minor Service Issue Identified
Given feedback indicating a minor service issue; when remediation suggestions are generated; then the system provides at least two low-effort, high-impact actions with rationales and no more than five steps.
Pattern of Repeated Minor Complaints
Given multiple feedback entries over time with similar minor issues; when the consultant views remediation suggestions; then the system identifies trends and recommends both immediate fixes and long-term strategies with rationales for each.
Proposal Rejection Due to Clarity Issues
Given feedback that mentions unclear proposals; when remediation suggestions are requested; then the system suggests revisions to proposal structure and phrasing, including example templates and rationales for why each suggestion will enhance clarity.
Post-Delivery Performance Concern
Given feedback after project delivery highlighting performance concerns; when remediation suggestions are generated; then the system recommends scheduling follow-up touchpoints and best practice checklists, each with an explanation of its expected impact on client trust.
Urgency Flagging Mechanism
"As a consultant, I want urgent feedback to be flagged and highlighted promptly so that I can address critical issues before they escalate."
Description

Implement a system that flags urgent negative comments requiring immediate attention based on sentiment severity scores and specific keywords. Trigger in-app notifications and dashboard highlights for flagged items to ensure swift consultant response.

Acceptance Criteria
Urgent Comment Flagging
Given a client comment with a sentiment severity score below the defined urgency threshold or containing one of the predefined urgent keywords, when the comment is analyzed by the system, then it must be flagged as urgent and an in-app notification generated within 5 seconds.
Urgent Dashboard Highlight
Given one or more comments flagged as urgent, when the consultant opens the feedback dashboard, then all urgent comments must be highlighted in red with an urgency icon and the total count of pending urgent items displayed at the top of the dashboard view.
Custom Severity Threshold Setting
Given the consultant accesses notification settings, when they define a custom sentiment severity threshold value, then the system must apply this custom threshold to flag future comments for urgency and override the default threshold.
Push Notification for Urgent Flags
Given the consultant has enabled push notifications, when an urgent comment is flagged, then a push notification containing the comment summary and urgency level must be delivered to the consultant’s registered mobile device within 10 seconds.
Keyword-Driven Urgency Alerts
Given an administrator updates the urgent keywords list in system settings, when a new comment contains any of the configured keywords, then the system must flag it as urgent irrespective of its sentiment severity score.
Feedback History Logging
"As a consultant, I want access to a history of past feedback and responses so that I can learn from previous cases and improve my client interactions over time."
Description

Maintain a detailed log of all negative feedback, AI analysis results, response templates used, and final messages sent. Provide searchable history in the dashboard to allow consultants to track trends over time, learn from past interactions, and refine future responses.

Acceptance Criteria
Feedback Entry Logging
Given a negative feedback submission has been received When the feedback is processed Then a log entry is created containing the timestamp, original feedback text, AI sentiment score and analysis summary, selected response template ID, and final personalized message
Search Feedback by Keyword
Given the consultant enters a keyword in the search bar When the search is executed Then the dashboard returns all log entries containing the keyword in feedback or responses within 2 seconds
Filter Feedback by AI Analysis
Given the consultant selects one or more AI sentiment categories in the filter menu When the filter is applied Then only log entries matching the selected sentiment categories are displayed
Export Feedback History
Given the consultant selects export and a date range When the export is confirmed Then the system generates and downloads a CSV file containing all log entries within the range with fields for timestamp, feedback, AI analysis, template used, and final message
Trend Visualization Access
Given the consultant views the feedback dashboard When new feedback entries are logged Then the sentiment trend chart is updated to reflect the latest data without requiring a page reload

Risk Radar

Provides a real-time heatmap dashboard that visualizes churn risk levels across all clients. Color-coded risk indicators help consultants instantly identify high-risk relationships and prioritize timely interventions before issues escalate.

Requirements

Real-time Data Ingestion
"As an independent consultant, I want the Risk Radar dashboard to update in real time so that I can immediately identify any sudden changes in client sentiment and address issues before they escalate."
Description

The system must continuously ingest and process meeting feedback data (micro-surveys and client interactions) in real time, normalizing and aggregating churn risk metrics into the Risk Radar dashboard. This requirement integrates with the existing AI feedback engine to feed processed sentiment scores and issue flags directly into the heatmap logic, ensuring consultants have the most up-to-the-minute risk indicators for proactive client management.

Acceptance Criteria
Real-Time Feedback Stream Ingestion
Given a micro-survey response is submitted by the client When the system receives the payload Then the response is ingested into the data processing pipeline within 2 seconds
Sentiment Score Normalization Validation
Given the AI feedback engine returns a raw sentiment score When normalization logic executes Then the score is scaled to a 0–100 range with one decimal precision and stored in the risk metrics database
Heatmap Dashboard Update
Given new churn risk metrics are available When the dashboard refresh triggers Then the Risk Radar heatmap updates within 5 seconds showing accurate color-coded risk indicators
High-Volume Ingestion Consistency
Given 1,000 micro-survey responses per minute When the system processes data under peak load Then no messages are lost or delayed beyond 5 seconds and throughput remains ≥95% of baseline
Churn Risk Aggregation Accuracy
Given multiple feedback entries for a client over 24 hours When the daily aggregation job runs Then the churn risk metric equals the weighted average of normalized sentiment scores and issue flags per calculation spec
Dynamic Heatmap Rendering
"As a tech-savvy freelancer, I want a dynamic heatmap of my clients' risk statuses so that I can quickly pinpoint which relationships need immediate attention."
Description

Implement a responsive heatmap UI component that visualizes each client's churn risk level with intuitive color-coded indicators (e.g., green for low risk, yellow for medium, red for high) on an interactive dashboard. The heatmap should dynamically adapt to changes in data volume, support zoom and filter functions, and integrate seamlessly with the product’s design system. This enhances at-a-glance insights into client health across segmentation categories.

Acceptance Criteria
Initial Load Performance Scenario
Given the dashboard is accessed with up to 10,000 client records When the heatmap component initializes Then the full heatmap renders correctly within 2 seconds without visual artifacts
Data Update and Real-Time Refresh Scenario
Given new churn risk scores are received via the API When the dashboard receives updated data Then all affected heatmap cells update their colors within 500ms and reflect the correct risk levels
Zoom and Pan Interaction Scenario
Given the user performs zoom or pan gestures on the heatmap When the user zooms in, zooms out, or drags the view Then the heatmap scales smoothly, maintains cell alignment, and tooltips remain functional
Filter Application Scenario
Given the user applies one or more segment filters When a filter is selected Then the heatmap re-renders within 1 second showing only the filtered client segments with accurate color coding
Design System Theming Scenario
Given the application theme switches between Light and Dark modes When the theme change is applied Then the heatmap’s color palette updates to the corresponding theme and maintains a minimum contrast ratio of 4.5:1 for all cells
Threshold-based Alerts
"As a consultant, I want to receive alerts when a client's risk score exceeds my set threshold so that I can proactively address potential dissatisfaction."
Description

Define customizable risk thresholds for each client that automatically trigger alerts when crossed. Alerts must be configurable for in-app notifications, email, and Slack integration according to user preferences. This ensures consultants receive timely warnings about high-risk clients, enabling them to take proactive corrective actions before issues worsen.

Acceptance Criteria
Configure Custom Risk Thresholds
Given a consultant is on the Risk Threshold Settings page and selects a client, When they define a minimum and maximum risk score threshold and save settings, Then the thresholds are stored and displayed correctly for that client.
In-App Alert on Threshold Breach
Given a client's risk score exceeds the configured threshold, When the system updates the risk score in real time, Then an in-app notification is generated and visible in the consultant's dashboard alerts list.
Email Notification Delivery
Given the email alert option is enabled for a client, When the client's risk score crosses the defined threshold, Then an email containing client name, risk level, and alert timestamp is sent to the consultant's registered email address within 5 minutes.
Slack Integration Alert
Given Slack integration is authorized and the channel is configured, When a client's risk score breaches the threshold, Then a message containing client ID, risk status, and link to the Risk Radar dashboard is posted to the configured Slack channel.
Preference Persistence Across Sessions
Given a consultant updates notification channel preferences and saves changes, When they log out and log back in, Then the previously saved preferences are loaded and reflected in the notification settings UI.
Client Detail Drill-down
"As a consultant, I want to drill down into a client's risk cell to see the factors driving their risk score so that I can understand and address specific concerns."
Description

Enable users to click on a client’s heatmap cell to access a detailed risk profile, including historical risk scores, underlying feedback comments, sentiment trends, and recommended action items. This seamless drill-down experience must integrate with the existing dashboard UI without full page reloads, providing immediate context and clarity on driving factors.

Acceptance Criteria
HeatmapCellDrilldownAccess
Given a user is viewing the Risk Radar heatmap, when they click on a client’s risk cell, then a client detail panel slides in without a full page reload.
DisplayHistoricalRiskScores
Given the client detail panel is open, when displayed, then the panel shows the past six months of risk scores in a time-series chart with data points for each meeting.
LoadFeedbackComments
Given the client detail panel is open, when data fetch completes, then underlying feedback comments are listed in reverse chronological order with timestamps and sentiment labels.
VisualizeSentimentTrends
Given the client detail panel is open, when sentiment data is available, then a sentiment trend line graph is rendered showing positive, neutral, and negative proportions over time.
ShowRecommendedActionItems
Given the client detail panel is open, when risk drivers are analyzed, then a minimum of three AI-generated action items are displayed with priority tags.
UIPerformanceNoFullReload
Given a user interacts with the heatmap, when opening and closing the client detail panel repeatedly, then transitions complete within 300ms and no full page reload occurs.
Exportable Risk Reports
"As a consultant, I want to export my clients' risk data into PDF and CSV so that I can share comprehensive reports with clients and maintain offline documentation."
Description

Provide functionality to export both the heatmap overview and individual client risk detail reports in PDF and CSV formats. Support branding options (including consultant logo and color themes) and date-range filtering to create customized, shareable reports for stakeholders or archival purposes.

Acceptance Criteria
Export Heatmap Overview as Branded PDF
Given the consultant is viewing the Risk Radar heatmap dashboard and has selected a valid date range and branding options, when they click the 'Export as PDF' button, then the system generates a downloadable PDF that includes the heatmap overview, the consultant's logo, the selected color theme, and data corresponding only to the specified date range.
Export Individual Client Risk Report as CSV
Given the consultant is viewing the detail report for a specific client and has selected a valid date range, when they click the 'Export as CSV' button, then the system generates a CSV file containing each survey entry within the date range with columns for survey date, client name, risk score, and detailed survey responses.
Include Consultant Branding in CSV Exports
Given the consultant has uploaded their logo and selected a color theme, when exporting any report in CSV format, then the first row of the CSV includes metadata specifying the report title, date range, consultant name, and branding color codes.
Validate Date Range Filtering in Exports
Given the consultant inputs a start date that is after the end date, when they attempt to export a report, then the system displays a validation error prompting for a correct date range and prevents the export until resolved.
Simultaneous Multi-Format Export
Given the consultant selects both PDF and CSV format options before exporting, when they trigger the export action, then the system generates and downloads two separate files (PDF and CSV) containing the same data set with applied filters and branding.
Historical Trend Analysis
"As a consultant, I want to view historical trends of my clients' risk scores so that I can assess the impact of my interventions over time."
Description

Implement analytics on churn risk scores over time, presenting line charts, trend indicators, and comparative baselines on the dashboard. Leverage the feedback database to retrieve time-series data and apply smoothing algorithms for clearer visuals, helping consultants track the impact of interventions and identify long-term satisfaction patterns.

Acceptance Criteria
Viewing Client Risk Score Trends
Given a consultant views a client’s dashboard When they select the ‘Historical Trends’ tab Then the system displays a line chart showing the client’s churn risk scores over the past 12 months And the chart includes data points at regular intervals (daily or weekly)
Comparing Trends Against Baseline
Given a consultant has historical risk data and a defined baseline period When they enable the ‘Baseline Comparison’ option Then the chart overlays the baseline average risk score as a distinct reference line And the baseline value is clearly labeled with its period and numerical value
Applying Smoothing Algorithm to Trend Lines
Given raw risk score data with daily fluctuations When the consultant toggles ‘Smoothing’ on Then the system applies the configured smoothing algorithm (e.g., 7-day moving average) And the smoothed line is displayed in a different color with a legend entry
Filtering Risk Trends by Date Range
Given a consultant needs to focus on a specific time period When they set custom start and end dates in the date filter Then the chart updates to display only the risk score data within the selected date range And the x-axis scales appropriately to the filtered range
Trend Direction Indicators
Given a displayed trend line for a client’s risk scores When the most recent risk score is above the previous period’s score by ≥5% Then an upward arrow indicator appears next to the current value in red And if it is below by ≥5%, a downward arrow appears in green

Threshold Tuner

Offers an intuitive slider and preset profiles to customize AI sensitivity for churn detection. Users can adjust risk thresholds based on client type or project stage, ensuring alerts align with their unique engagement goals and risk tolerance.

Requirements

Sensitivity Slider UI
"As an independent consultant, I want a clear, responsive slider to set my churn detection sensitivity so that I can fine-tune alerts to match each client’s tolerance."
Description

Develop an intuitive slider control within the Threshold Tuner interface, allowing users to adjust AI churn detection sensitivity seamlessly. The slider should display a labeled range from low to high risk, update threshold values in real time, and provide tooltips explaining the impact of each setting. Integration with the existing dashboard must ensure that any change immediately recalculates risk scores and updates active alerts without page reload.

Acceptance Criteria
Adjusting Sensitivity Slider for a Project
Given the user is on the Threshold Tuner interface When the user drags the sensitivity slider from its default position to a new position Then the slider thumb moves smoothly along the full range without lag
Real-Time Threshold Value Update
Given the user adjusts the sensitivity slider When the slider thumb position changes Then the numeric risk threshold value displayed next to the slider updates in real time to match the new position
Viewing Tooltip Descriptions
Given the user hovers over or focuses on any slider label When the tooltip appears Then the tooltip clearly explains the impact of the selected sensitivity level in concise, user-friendly language
Immediate Alert Recalculation on Dashboard
Given the user changes the sensitivity slider When the slider position is released Then the system recalculates client churn risk scores and updates active alerts on the dashboard instantly without a page reload
Slider Accessibility and Keyboard Control
Given the sensitivity slider is focused When the user presses arrow keys to move the slider Then the slider moves in discrete steps and updates the numeric threshold value and tooltip accordingly
Preset Profiles Library
"As a consultant managing multiple client types, I want ready-made sensitivity profiles so that I can quickly apply best-practice thresholds without manual adjustments."
Description

Implement a library of predefined sensitivity profiles categorized by common client engagement scenarios (e.g., New Project, High-Stakes, Maintenance Phase). Each profile should consist of a set of threshold values for churn indicators. Users must be able to browse, preview profile details, and apply them with a single click. Profiles need to be stored server-side and synchronized across devices.

Acceptance Criteria
Browse Preset Profiles
Given the user opens the Threshold Tuner, when they navigate to the Preset Profiles Library, then the system displays at least three predefined profiles each with a name and brief description.
Preview Profile Details
Given the user selects a profile from the library, when they click the preview button, then the system shows a detailed view listing all threshold values for each churn indicator in a modal or panel.
Apply Preset Profile
Given the user is viewing the preset profiles, when they click the 'Apply' action on a profile, then the slider positions update to the profile’s threshold values and a confirmation message appears.
Server-side Profile Persistence
Given the user logs in on any device, when they access the Preset Profiles Library, then the system fetches and displays the full set of predefined profiles stored on the server.
Profile Synchronization Across Devices
Given the user applies a preset profile on one device, when they log in to another device and navigate to the Threshold Tuner, then the last applied profile and its threshold values are automatically loaded.
Custom Profile Creation
"As a power user, I want to design and save my own threshold profiles so that I can tailor risk detection to unique client engagements."
Description

Allow users to create, name, and save their own sensitivity profiles by specifying threshold parameters for various churn signals. The creation flow should guide users through setting each parameter, validate inputs, and offer descriptions of each signal’s significance. Custom profiles should appear alongside presets and support edit and delete operations.

Acceptance Criteria
Access Create Profile Flow
Given the user is on the Threshold Tuner page When the user clicks the 'Create New Profile' button Then the custom profile creation flow opens with guided steps and contextual descriptions for each parameter
Set Threshold Parameters
Given the custom profile creation flow is open When the user enters values for each churn signal threshold within specified ranges Then each input is validated in real time and descriptive tooltips explain signal significance
Save Custom Profile
Given the user has provided a valid profile name and parameter values When the user clicks 'Save' Then the new custom profile appears alongside preset profiles with correct name and parameter settings
Edit Existing Profile
Given a custom profile exists in the profile list When the user selects 'Edit' and modifies threshold settings Then the updates are saved and immediately reflected in the list and active tuning configuration
Delete Custom Profile
Given a custom profile exists in the profile list When the user selects 'Delete' and confirms the deletion Then the profile is removed from the list and is no longer available for selection
Real-Time Impact Preview
"As a consultant, I want to see how adjusting thresholds will change my risk alerts so that I can make informed decisions before saving new settings."
Description

Provide a dynamic preview panel that visualizes how changes to the sensitivity slider or profile selections affect predicted churn risk. This panel should update instantly as thresholds change, displaying hypothetical alert counts and highlighting which risk categories (e.g., engagement drop, negative feedback) are most impacted. It must integrate with existing chart components in the dashboard.

Acceptance Criteria
Adjusting Sensitivity Slider for a Sample Client
Given a consultant viewing Threshold Tuner, When they shift the sensitivity slider by any increment, Then within 300ms the Real-Time Impact Preview panel updates to show new hypothetical alert counts based on the adjusted threshold.
Selecting a Preset Profile
Given a consultant selects a preset profile (e.g., High Sensitivity, Balanced, Low Sensitivity), When the profile is applied, Then the Real-Time Impact Preview instantly reflects the preset’s predefined threshold values and recalculates alert counts and risk category impacts.
Visualizing Changed Alert Counts
Given existing sample client data loaded in the dashboard, When thresholds are modified, Then the Real-Time Impact Preview displays alert counts that match backend churn-risk calculations derived from the new threshold settings.
Highlighting Top Risk Categories
Given threshold adjustments in the slider or preset, When the preview updates, Then the panel visually highlights and ranks the top three most impacted risk categories (e.g., Engagement Drop, Negative Feedback, Response Delay).
Chart Integration Verification
Given existing dashboard chart components, When the threshold slider or preset profile changes, Then all related charts update in sync with the Real-Time Impact Preview, ensuring consistent visualization of alert counts and risk categories.
Threshold Persistence & Sync
"As a consultant working across devices, I want my threshold settings to stay consistent no matter where I log in so that I don’t have to reconfigure each time."
Description

Ensure that any adjustments to sensitivity thresholds or profile applications persist per client and project. Changes should be saved automatically and synchronized across the user’s web and mobile sessions. The system must handle offline scenarios by queuing updates and resolving conflicts upon reconnection.

Acceptance Criteria
Threshold Adjustment Persistence for Individual Client Project
Given a consultant adjusts the sensitivity threshold for a specific project on the web, when the consultant revisits the project page, then the adjusted threshold value remains as set without requiring reconfiguration.
Cross-Session Threshold Sync Between Web and Mobile
Given a consultant sets a new risk threshold on the mobile app, when the consultant opens the same project on the desktop web session, then the mobile-adjusted threshold is reflected immediately and consistently across both platforms.
Offline Threshold Change Queuing
Given the consultant operates in offline mode and modifies the AI sensitivity threshold, when the device reconnects to the internet, then the system queues and automatically synchronizes the queued threshold changes to the server.
Conflict Resolution for Concurrent Threshold Updates
Given threshold changes are made on both web and mobile while offline, when the device reconnects, then the system detects conflicts and prompts the consultant with change summaries, allowing them to select which version to keep.
Preset Profile Application Persistence
Given a consultant selects a preset sensitivity profile for a specific client type, when they navigate away and return to the project, then the selected profile remains applied and the corresponding threshold settings match the preset configuration.

Insight Drilldown

Delivers deep-dive analytics into the key drivers behind each client’s churn score, such as sentiment dips, engagement gaps, or project delays. Interactive charts and annotated timelines help consultants understand root causes and craft targeted retention strategies.

Requirements

Root Cause Identification Module
"As an independent consultant, I want the system to pinpoint the main reasons behind a client's low satisfaction score so that I can address the most critical issues first and improve client retention."
Description

Implement a module that automatically analyzes key metrics — such as sentiment shifts, engagement frequency, and milestone adherence — to identify the primary factors driving a client's churn score. The module should integrate with the existing data pipeline, apply rule-based and statistical analyses, and surface the top three root causes with contextual explanations to guide consultants in prioritizing retention actions.

Acceptance Criteria
Detection of Significant Sentiment Shift
Given a client meeting transcript with a >=20% drop in positive sentiment compared to the previous meeting, when the root cause identification module runs, then it identifies "Sentiment Shift" among the top three root causes.
Identification of Engagement Frequency Drop
Given a client’s engagement log showing fewer than two meetings in the last month compared to an average of four, when the module analyzes engagement data, then it includes "Engagement Frequency Drop" as one of the top three root causes.
Detection of Missed Project Milestones
Given project milestone data indicating at least one milestone delayed beyond the agreed deadline, when the module processes milestone adherence metrics, then it identifies "Project Milestone Delay" as a root cause.
Integration with Data Pipeline
Given new data ingested into the existing data pipeline, when the root cause module executes, then it successfully reads, processes the data, and outputs the top three root causes without errors.
Contextual Explanation of Top Root Causes
Given the module has identified three root causes, when presenting results in the dashboard, then each root cause is accompanied by a concise explanation referencing relevant metrics and timeline annotations.
Interactive Sentiment Timeline
"As a consultant, I want to see how my client's sentiment fluctuates across project milestones so that I can correlate feedback with specific events and adjust my approach accordingly."
Description

Develop an interactive chart that visualizes client sentiment over time, highlighting sentiment dips, peaks, and their corresponding meeting dates. Users can hover or click on segments to view annotations explaining correlated events or feedback, enabling a nuanced understanding of how sentiment changes impact churn risk.

Acceptance Criteria
Sentiment Timeline Rendering
Given the user navigates to the Insight Drilldown page When the Interactive Sentiment Timeline loads Then the chart displays sentiment data points in chronological order with time on the X-axis and sentiment score on the Y-axis
Sentiment Dip Identification
Given the timeline is displayed When the user views the chart Then sentiment dips are highlighted in red and sentiment peaks in green, matching the underlying scores
Hover Annotation Display
Given the user hovers over a data point When the cursor is within 5 pixels of the point Then a tooltip appears showing the date, sentiment score, and a brief annotation
Click Annotation Expansion
Given the user clicks on a data point When the click event is registered on a highlighted segment Then a detailed annotation panel opens showing correlated feedback and event context
Date Range Filtering
Given the timeline is displayed When the user applies a start and end date filter Then only data points within the specified range are shown and the chart rescales accordingly
Sentiment Data Export
Given the timeline is displayed When the user clicks the export button Then the system generates and downloads a CSV file containing date, sentiment score, and annotation text for all visible points
Engagement Gap Analyzer
"As a freelance consultant, I want to know when my client engagement drops so that I can proactively re-engage them and prevent dissatisfaction."
Description

Create a feature that tracks engagement indicators—such as meeting frequency, response times, and action item completion rates—and identifies gaps where engagement falls below expected thresholds. The analyzer should present gap metrics alongside recommendations for re-engagement strategies.

Acceptance Criteria
Identifying Low Meeting Frequency Gaps
Given a consultant has had fewer than 3 meetings with a client in the past 30 days, when the Engagement Gap Analyzer runs, then the system flags a "Low Meeting Frequency" gap and displays it in the gap metrics dashboard.
Detecting Delayed Response Times
Given the average client response time to messages exceeds 48 hours, when the analyzer processes communication logs, then it identifies a "Delayed Response" gap and records the duration of the delay.
Tracking Incomplete Action Items
Given action items assigned to a client remain incomplete past their due date, when the system reviews project tasks, then it logs an "Incomplete Action Items" gap and shows the count of overdue tasks.
Providing Re-engagement Recommendations
When any engagement gap is detected, then the system generates at least one targeted re-engagement recommendation, such as scheduling a follow-up meeting or sending a summary report.
Generating Gap Metrics Dashboard
Given at least one engagement gap is recorded, when the consultant opens the dashboard, then the system displays gap metrics with visual indicators and allows sorting by gap type.
Project Delay Correlation Chart
"As a consultant, I want to understand how project delays affect my client's loyalty so that I can improve timetable accuracy and maintain trust."
Description

Implement a correlation chart that maps project timeline deviations—missed deadlines, milestone delays—to subsequent churn score changes. Color-coded indicators should highlight critical delays and their impact magnitude, helping consultants link schedule adherence to client satisfaction.

Acceptance Criteria
Reviewing Churn Impact of a Missed Deadline
Given a project with a recorded missed milestone deadline When the consultant opens the Project Delay Correlation Chart Then the chart displays the missed deadline event on the timeline with a color-coded indicator and shows the corresponding change in the churn score at that point
Filtering Correlation Chart by Specific Milestone Delay
Given multiple project delays across different milestones When the consultant applies a filter for a specific milestone Then the correlation chart updates to display only the selected milestone delays and their associated churn score changes
Hovering Over Chart Points to View Impact Annotations
Given the correlation chart is displayed When the consultant hovers over any delay point Then a tooltip appears showing the exact date of the delay, its duration, and the magnitude of the churn score change
Exporting Delay-Churn Correlation Data
Given the correlation chart is visible When the consultant clicks the 'Export Data' button Then a CSV file is downloaded containing a table of project delay dates, delay durations, and corresponding churn score changes
Interpreting Color Legend for Delay Severity
Given the color legend is displayed alongside the chart When the consultant views the legend Then each color is clearly labeled with its corresponding delay severity level (e.g., minor, moderate, critical)
Custom Alert Configuration
"As a consultant, I want to receive alerts when key churn indicators cross critical thresholds so that I can address problems immediately before they escalate."
Description

Allow consultants to configure custom alerts for specific churn drivers (e.g., sentiment drop >10%, two consecutive missed meetings). Alerts can be delivered via email, SMS, or in-app notifications, ensuring timely awareness of critical issues.

Acceptance Criteria
Sentiment Drop Alert Configuration
Given the consultant is on the custom alerts settings page When they set a sentiment drop threshold of 10% or more for a specific client and choose email as the delivery channel Then the system saves the alert configuration and displays a confirmation message
Missed Meetings Alert Configuration
Given the consultant is configuring alerts When they select 'two consecutive missed meetings' for a client and choose SMS notifications Then the system records the alert and shows it in the alerts list
SMS Alert Delivery
Given an active SMS alert is configured for a churn driver When the condition is met Then the consultant receives an SMS notification with details of the alert
In-App Alert Delivery
Given an in-app alert is configured When the churn driver condition triggers Then the notification appears in the application’s notifications panel within 5 seconds
Invalid Threshold Validation
Given the consultant enters a non-numeric or out-of-range threshold value When they attempt to save the alert Then the system prevents saving and displays an error message explaining valid threshold ranges

Action Plan Wizard

Automatically generates personalized retention playbooks with step-by-step recommendations, communication templates, and check-in schedules. Tailored to each client’s risk profile, these playbooks guide consultants through proven tactics to rebuild trust and boost satisfaction.

Requirements

Client Risk Profiling
"As an independent consultant, I want to see an accurate risk score for each client so that I can prioritize addressing high-risk relationships before they deteriorate."
Description

Implement AI-driven analysis that evaluates client survey responses and meeting data to assign a risk score indicating the likelihood of client churn. The module should aggregate behavioral indicators, sentiment analysis, and historical engagement metrics to generate a comprehensive risk profile. This risk profile integrates with the playbook generator to tailor recommendations based on urgency and client persona, ensuring consultants receive contextually relevant action plans.

Acceptance Criteria
Initial Risk Score Calculation
Given a new client without historical data, when the AI-driven analysis processes their first micro-survey and meeting transcript, then a risk score between 0 and 100 is calculated and stored in the system.
Risk Score Update After New Feedback
Given an existing client with a prior risk score, when new survey responses and meeting sentiment data are received, then the system recalculates the risk score using updated behavioral and sentiment metrics, and the new score differs from the previous one if indicators change.
High-Risk Alert Generation
Given a client whose risk score crosses the high-risk threshold, when the score is updated, then the system triggers an alert notification in the dashboard and flags the client for immediate action.
Integration with Action Plan Wizard
Given a generated risk profile for a client, when the playbook generator is invoked, then the action plan wizard produces a retention playbook with recommendations, templates, and schedule tailored to the client’s risk level and persona.
Dashboard Display of Client Risk Profiles
Given completed risk profile calculations, when the consultant opens the ClientPulse dashboard, then each client card displays the latest risk score, trend indicator, and risk category label, and the data matches values stored in the backend.
Personalized Recommendation Engine
"As a consultant, I want a tailored list of steps to improve client satisfaction so that I can implement proven strategies quickly without manual research."
Description

Develop an engine that uses the client's risk profile and historical feedback patterns to generate a prioritized list of actions. The engine leverages best-practice tactics, communication strategies, and timelines to craft step-by-step recommendations. It ensures each action is justified by data insights, aligns with client preferences, and includes estimated impact scores, enabling consultants to select and adapt recommendations effortlessly.

Acceptance Criteria
Risk-Based Prioritization
Given a client's risk profile and historical feedback, when the Personalized Recommendation Engine generates actions, then the recommendations are listed in descending order of client risk score and labeled with urgency levels.
Data-Driven Justification
Given a generated recommendation, when viewed by the consultant, then each action includes at least one supporting data point (e.g., recent satisfaction score change or feedback trend) explaining its selection.
Preference-Aligned Communication
Given stored client communication preferences, when generating the action plan, then at least 80% of communication templates match the client's preferred channels and tone.
Customizable Action Plan Persistence
Given a consultant edits an action step or timeline in the recommendation list, when saving changes, then the customized plan persists in the dashboard and reflects accurately on subsequent access.
Accurate Impact Scoring
Given historical project outcomes and impact models, when calculating scores for each recommendation, then each estimated impact score falls within ±10% of benchmarked values validated against test datasets.
Communication Template Library
"As a freelancer, I want ready-to-use communication templates so that I can engage clients professionally and consistently without drafting messages from scratch."
Description

Build a repository of customizable communication templates with placeholders for client-specific information. The library includes email scripts, check-in prompts, and feedback request formats aligned with each stage of the retention playbook. Templates should be version-controlled and tagged by use case, tone, and risk level, allowing consultants to preview, edit, and deploy messages directly from the wizard interface.

Acceptance Criteria
Consultant selects and previews a high-risk email template
Given a consultant filters templates by 'High Risk', when the consultant clicks the 'High Risk' filter, then the system displays only templates tagged as High Risk within 2 seconds and highlights all placeholders correctly in the preview.
Consultant customizes placeholder fields in a selected template
Given a consultant opens a template from the library, when they click 'Edit Template', then the system enables inline editing of all placeholders, updates the preview in real time, and saves changes upon clicking 'Save Template'.
Consultant filters templates by use case, tone, and risk level
Given multiple templates are tagged by use case, tone, and risk level, when a consultant applies filters for use case 'Feedback Request', tone 'Formal', and risk level 'Medium', then only templates matching all selected tags are returned and filter counts reflect the correct number of templates.
Consultant accesses and reverts template version history
Given a template has multiple saved versions, when a consultant clicks 'Version History', then the system lists all previous versions with timestamps and author information, and when the consultant selects a version and clicks 'Revert', the template content reverts to that version within 3 seconds.
Consultant deploys an edited template from the wizard
Given a consultant finalizes a customized template, when they click 'Deploy Template', then the system sends the template to the specified client email, logs the deployment in the activity history within 5 seconds, and displays a success confirmation message.
Dynamic Check-In Scheduler
"As a consultant, I want my follow-up actions scheduled automatically so that I never miss critical check-ins and can maintain consistent client engagement."
Description

Introduce a scheduling component that automatically generates check-in reminders based on the playbook timeline. The scheduler syncs with popular calendar apps (Google Calendar, Outlook) via API integrations, proposes optimal follow-up dates, and sends notifications to consultants. It adapts scheduling frequency to the client's risk level and historical response rate, ensuring timely touchpoints without overwhelming the client.

Acceptance Criteria
Initial Follow-Up Scheduling
Given a retention playbook is assigned to a consultant When the playbook timeline is generated Then the scheduler proposes the first check-in reminder date based on the configured interval in the playbook
Adaptive Frequency Adjustment
Given a client's historical response rate is below 50% When the scheduler recalculates upcoming reminders Then the interval between check-ins is reduced by 20% to increase engagement without exceeding daily limits
Calendar Integration Sync
Given a consultant connects their Google Calendar via API When a new reminder is created in the scheduler Then an event is automatically generated in Google Calendar with correct title, date, time, and reminder notifications
High-Risk Client Escalation Reminder
Given a client is flagged as high risk in the playbook When the risk level is detected Then the scheduler generates an additional escalation check-in reminder within 24 hours and sends a push notification to the consultant
Non-Response Follow-Up Prompt
Given a scheduled check-in reminder is sent and no client response is recorded within 48 hours When the grace period elapses Then the system automatically schedules a follow-up reminder and updates the reminder count in the dashboard
Action Plan Progress Tracking
"As a consultant, I want to track my progress on each playbook so that I can monitor completed actions and upcoming tasks at a glance."
Description

Enhance the dashboard to visualize the status of ongoing playbook actions, including completed steps, upcoming tasks, and outstanding follow-ups. Incorporate real-time updates and progress bars, filterable by client and playbook phase. This feature also flags overdue actions and integrates notes from consultants, providing a holistic view of retention efforts and enabling quick adjustments.

Acceptance Criteria
Dashboard Overview with Progress Bars
Given a consultant opens the Action Plan Progress Dashboard, when playbook steps are loaded, then each action displays a progress bar reflecting the correct percentage of completed, in-progress, and pending tasks.
Filter Progress by Client
Given multiple clients have active playbooks, when the consultant selects a specific client from the client filter, then only the chosen client’s playbook actions and progress bars are displayed.
Filter Progress by Playbook Phase
Given a playbook with multiple phases, when the consultant applies a phase filter, then only action items belonging to the selected phase are shown, and the overall phase progress is updated accordingly.
Overdue Actions Flagging
Given action items have deadlines, when the current date passes an action’s due date, then that action is visually highlighted in red with an “Overdue” label.
Consultant Notes Integration
Given consultants add notes to action items, when a note is saved, then the note appears inline under the relevant action with the consultant’s name and timestamp.
Real-Time Progress Updates
Given an action item’s status is updated elsewhere, when the consultant views the dashboard, then the corresponding progress bars and counts refresh within 5 seconds without page reload.

Proactive Prompts

Sends timely, context-aware nudges via email or in-app notifications to follow up with at-risk clients. Leveraging optimal outreach windows, these prompts recommend specific messaging actions—like scheduling a check-in or sharing progress updates—to proactively reduce churn.

Requirements

Risk-based Prompt Trigger
"As an independent consultant, I want the system to automatically notify me when a client's risk score surpasses a critical threshold so that I can proactively address potential issues before they escalate."
Description

Calculate a dynamic risk score for each client based on survey responses, engagement metrics, and historical feedback. When a client's risk score exceeds a configurable threshold, automatically generate a proactive follow-up prompt. This mechanism ensures that consultants receive timely nudges to re-engage clients showing signs of disengagement or dissatisfaction, reducing the likelihood of churn. The risk-scoring algorithm should be transparent, adjustable, and integrated into the existing data pipeline to enable real-time triggering.

Acceptance Criteria
High-Risk Client Alert
Given a client's risk score exceeds the configured threshold, when new data is processed, then the system generates a follow-up prompt within 60 seconds and sends it via the consultant’s preferred channel.
Threshold Adjustment Impact
Given the admin updates the risk threshold, when the change is saved, then all active client risk scores are recalculated immediately and no queued prompts are sent for scores below the new threshold.
Real-Time Pipeline Integration
Given new engagement metrics or survey responses are ingested into the data pipeline, when ingestion completes, then the client’s risk score updates in real time (within 2 minutes) and triggers prompt generation if above threshold.
Risk Score Transparency
Given a consultant views the client dashboard, when inspecting any risk score, then a breakdown of the scoring factors with weights and recent inputs is displayed clearly.
Configurable Prompts Channel
Given a consultant sets their notification preference to email or in-app, when a prompt is generated, then it is delivered via the selected channel using the customizable message template.
Optimal Outreach Scheduler
"As a consultant, I want follow-up prompts to be sent at times when clients are most likely to see and respond to them so that my outreach achieves higher engagement and effectiveness."
Description

Leverage historical client interaction data and time zone information to determine optimal windows for sending prompts. The scheduler should adapt to individual client habits—such as peak email open times—and ensure that reminders are dispatched when clients are most likely to engage. Integration with a calendar API allows syncing with both consultant and client availability, reducing the chance of missed communications and improving response rates.

Acceptance Criteria
Initial Meeting Prompt Timing
Given a consultant has completed a first meeting with a client, when the scheduler generates a follow-up prompt, then the prompt is dispatched the next business day at 10:00 AM in the client’s local time zone.
Time Zone Adaptation
Given the client’s time zone differs from the consultant’s, when calculating the prompt dispatch time, then the system converts and schedules the prompt according to the client’s local time.
Calendar Availability Sync
Given both consultant and client calendars are integrated, when scheduling a prompt for a check-in meeting, then the system identifies the next available overlapping one-hour slot within the next five business days and schedules the prompt accordingly.
Peak Email Open Window
Given historical email open data indicates peak engagement between 8:00 AM and 10:00 AM local time, when determining the prompt send time, then the system schedules the prompt within this window for each client.
Fallback Scheduling for Low Data Clients
Given insufficient historical interaction data for a client, when scheduling a prompt, then the system defaults to sending the prompt at 10:00 AM on the client’s next business day in their local time zone.
Personalized Prompt Templates
"As a consultant, I want access to personalized message templates that automatically fill in client-specific details so that my communication feels tailored and increases the likelihood of a positive response."
Description

Provide a library of customizable prompt templates that incorporate dynamic placeholders for client name, project details, and past feedback highlights. Templates should be editable within the application, allowing consultants to tailor the tone and content to individual clients. The system should also recommend phrasing based on the client's recent sentiment and risk profile, ensuring each prompt is contextually relevant and personalized.

Acceptance Criteria
Default Template Creation
Given a new user accesses the prompt template library, when they select ‘Create New Template’, then the system displays an editable template pre-populated with dynamic placeholders for client name, project details, and past feedback highlights.
Dynamic Placeholder Population
Given a consultant applies a prompt template to a specific client record, when the template is rendered, then the placeholders are replaced with the correct client name, project details, and recent feedback highlights pulled from the client’s data.
Editable Template Content
Given a consultant opens an existing template in the editor, when they modify text, placeholders, or formatting, then the system saves the changes without data loss and reflects the updates immediately in the preview.
Sentiment-Based Phrase Recommendations
Given a client’s recent sentiment is classified as at-risk or neutral, when a consultant views the recommended phrasing module, then the system suggests at least three context-appropriate message options aligned with the client’s sentiment score and risk profile.
Personalized Prompt Dispatch
Given a finalized, customized prompt template, when the consultant schedules an outreach, then the system sends the email or in-app notification at the optimal time window with all placeholders correctly populated and personalized message content.
Multi-Channel Notification Delivery
"As a consultant, I want follow-up reminders to be sent through my clients' preferred channels so that important prompts are more likely to be noticed and acted upon."
Description

Enable proactive prompts to be delivered via multiple channels, including email, in-app notifications, and SMS. The system should select the best channel based on client preferences and past engagement. Configurable fallbacks ensure that if a prompt isn't acknowledged through one channel within a defined timeframe, it is retried via the next preferred medium. This multi-channel approach maximizes the chances of consultant/client visibility.

Acceptance Criteria
Preferred Email Delivery
Given a consultant has a client with email as their top preferred channel and email notifications enabled When the system sends a proactive prompt Then an email is delivered to the client’s address within 1 minute and logged as 'Sent via Email' in the notification audit
Email Unacknowledged Fallback to SMS
Given a proactive prompt is sent via email and not opened or acted upon within 2 hours When the fallback timeframe elapses Then the system sends an SMS to the client’s phone number and logs 'Sent via SMS' in the audit trail
Multi-Channel Selection Based on Engagement History
Given a client’s past engagement shows a higher open-rate on in-app notifications than email and SMS When selecting a channel for a proactive prompt Then the system chooses in-app notification as the primary channel for delivery
Opt-Out Respect and Next Fallback
Given a client has opted out of SMS notifications When an SMS fallback is triggered Then the system skips SMS and sends the notification via the next preferred channel configured in the client’s preferences
Configurable Fallback Interval Application
Given the administrator sets the fallback interval to 30 minutes in the system settings When a proactive prompt is not acknowledged within that timeframe Then the system retries delivery via the next channel exactly 30 minutes after the initial attempt
Prompt Performance Dashboard
"As a consultant, I want to view analytics on how my follow-up prompts perform so that I can understand their impact and optimize my outreach strategy."
Description

Deliver a dashboard that tracks key metrics for proactive prompts, including delivery success rates, open and click-through rates, responses scheduled after prompts, and reduction in client churn. Visualizations should allow filtering by client segment, prompt type, and time period. Insights from the dashboard help consultants assess which outreach strategies are most effective and refine their approach over time.

Acceptance Criteria
Delivery Success Rate Display
Given a consultant views the Prompt Performance Dashboard, when API returns delivery data for the selected time period, then the dashboard displays the delivery success rate as a percentage with precision to two decimals.
Open and Click-Through Rate Visualization
Given a consultant selects the open and click-through metrics, when the data is available, then the dashboard renders a combined bar and line chart showing open and click-through rates over the chosen time period.
Filter Prompts by Client Segment
Given a consultant filters by client segment, when a segment is selected, then only prompts associated with that segment and their metrics are displayed in all dashboard visualizations.
Scheduled Responses Tracking
Given a consultant views responses scheduled after prompts, when response scheduling data exists, then the dashboard shows the number of scheduled follow-ups and highlights changes compared to previous periods.
Churn Reduction Analysis
Given a consultant analyzes churn data, when the user selects a prompt type, then the dashboard calculates and displays percentage reduction in churn attributable to that prompt type with trend indicators.

Topic Tailor

Automatically analyzes meeting transcripts to identify core discussion themes and crafts micro-survey questions focused on those topics, ensuring feedback is directly aligned with the meeting’s most critical insights.

Requirements

Transcript Theme Extraction
"As an independent consultant, I want the system to automatically extract key themes from my meeting transcripts so that I can focus my feedback surveys on the most relevant discussion points."
Description

Implement a natural language processing pipeline to analyze meeting transcripts, detect and categorize recurring discussion topics based on semantic similarity and frequency metrics. This component should integrate with the core system to automatically identify core themes, enabling targeted survey generation aligned with each meeting’s content.

Acceptance Criteria
Identifying Core Themes from a Standard Meeting Transcript
Given a meeting transcript of at least 500 words, when the NLP pipeline processes it, then it should return a list of at least three distinct themes ordered by frequency, each with a semantic similarity score above 0.7.
Handling Topic Variations and Synonyms
Given synonyms and paraphrases in the transcript (e.g., “deadline” and “due date”), when the pipeline categorizes themes, then semantically equivalent phrases should be grouped under the same theme, achieving at least 90% clustering accuracy.
Filtering Out Low-Relevance Content
Given filler words and irrelevant chatter (e.g., “um,” “you know”), when the pipeline runs, then these should be excluded from theme detection, ensuring that less than 5% of extracted themes derive from low-relevance content.
Detecting Emerging Topics in Longer Meetings
Given meeting transcripts longer than 2,000 words, when the pipeline analyzes the text, then it should detect emerging secondary themes that appear at least 10 times, and include them in the output with frequency metrics.
Performance Under Real-Time Constraints
Given a transcript is submitted at the end of a live meeting, when the pipeline executes, then it should complete theme extraction and return results within 30 seconds.
Survey Question Generation
"As an independent consultant, I want the system to draft targeted micro-survey questions based on the finalized themes so that I can efficiently gather actionable feedback on specific discussion points."
Description

Develop an AI-driven question drafting engine that takes curated themes as input and generates concise, relevant micro-survey questions tailored to each theme. Questions should be clear, unbiased, and designed to elicit actionable feedback specific to the discussed topics.

Acceptance Criteria
Single Theme Question Generation
Given a single curated theme is provided, when the question drafting engine runs, then it generates 3 to 5 distinct questions directly referencing the theme; questions must be 10–20 words long, end with a question mark, and avoid leading bias words; all questions must be grammatically correct.
Multiple Themes Aggregation
Given multiple curated themes are provided, when the engine processes them, then it produces at least one question per theme and no more than two questions per theme; questions must be unique, clearly mapped to their respective themes, and maintain consistent tone and length.
Unbiased Language Compliance
Given any theme input, when questions are generated, then none contain emotionally charged or leading phrases; each question must use neutral terms and be reviewed against a predefined bias checklist with zero violations.
Clarity and Readability Check
Given generated questions, when evaluated by the readability module, then each question scores at least 60 on the Flesch–Kincaid readability test and contains no complex jargon or ambiguous wording.
Actionability of Questions
Given the set of generated questions, when assessed for actionability, then at least 80% of questions map to measurable client feedback outcomes (e.g., satisfaction, clarity, relevance) and include specific wording to guide actionable responses.
Theme Review & Adjustment
"As an independent consultant, I want to review and adjust the detected themes before generating surveys so that the feedback questions perfectly match my meeting objectives."
Description

Provide an interactive interface allowing users to review, modify, merge, or remove automatically identified themes before survey generation. Changes should update the theme list in real time and ensure that the final survey reflects the user’s refined topics accurately.

Acceptance Criteria
Modify Auto-Identified Theme
Given an automatically identified theme in the list When the user edits the theme name and confirms Then the updated name appears immediately in the theme list
Merge Selected Themes
Given two related themes selected by the user When the user chooses to merge them and assigns a new combined name Then the two themes are replaced by a single merged theme in the list
Remove Irrelevant Theme
Given a theme that the user marks as irrelevant When the user deletes the theme Then the theme is removed from the list without affecting other themes
Real-Time Theme List Update
Given any modification (edit, merge, or delete) performed by the user When the modification is confirmed Then the theme list updates in real time without page reload
Finalize Survey Themes
Given the user has completed all theme adjustments When the user proceeds to generate the survey Then the final survey contains only the user-refined themes in the correct order
Survey Draft Auto-Population
"As an independent consultant, I want the system to automatically populate the generated questions into a survey template so that I can quickly send out surveys without manual formatting."
Description

Automatically assemble generated questions into a formatted micro-survey template, integrating with the survey distribution module. This workflow should ensure seamless transition from question generation to client delivery without manual intervention.

Acceptance Criteria
Auto-Population Upon Question Generation
Given AI-generated survey questions are available for a meeting When the 'Generate Survey' action is triggered Then the system automatically populates the micro-survey template with all generated questions without manual input
Survey Template Formatting
Given a populated survey template When the system renders the micro-survey Then each question appears with correct numbering, spacing, font, and section headers matching the design specification
Seamless Distribution Integration
Given a fully populated and formatted survey When the survey draft is handed off to the distribution module Then the distribution API receives a valid payload and the module queues the survey for client delivery
Handling of Missing Questions
Given an incomplete set of generated questions When the survey auto-population process runs Then the system logs a warning, marks missing sections with placeholders, and notifies the user of missing content
User Notification of Survey Readiness
Given a survey draft has been successfully populated and queued When processing completes Then the user receives a confirmation notification with a link to preview or send the survey
Theme Confidence Scoring
"As an independent consultant, I want the system to provide a confidence score for each identified theme so that I know which topics are most reliably detected and worth surveying."
Description

Assign confidence scores to each identified theme based on analysis metrics such as term frequency–inverse document frequency, topic coherence, and contextual relevance. This scoring mechanism should enable users to assess the reliability of detected themes and inform downstream question generation decisions.

Acceptance Criteria
Viewing Theme Confidence Scores Post-Analysis
Given a completed meeting transcript analysis, when theme identification finishes, then each theme must include a numeric confidence score between 0.00 and 1.00, calculated using tf-idf, topic coherence, and contextual relevance metrics.
Filtering Themes by Confidence Threshold
Given a user-defined confidence threshold, when the filter is applied, then only themes with scores greater than or equal to the threshold are displayed and the displayed theme count matches the expected count.
Integrating Confidence Scores into Survey Question Generation
Given a set of identified themes with confidence scores, when generating micro-survey questions, then questions are only created for themes with scores above the configurable minimum (default 0.50), and a notification is shown for skipped low-confidence themes.
Recalculating Scores After Transcript Update
Given an updated meeting transcript, when reanalysis is triggered, then previous theme confidence scores are invalidated and new scores are computed within 5 seconds, reflecting the updated content.
Displaying Scores on the Dashboard Interface
Given the dashboard view, when themes and scores are rendered, then scores are displayed next to each theme with two-decimal precision, sorted in descending order, and a tooltip explains the scoring methodology.

ToneTune

Adjusts the phrasing and formality of generated questions based on the meeting’s sentiment and client relationship, delivering surveys that feel natural and empathetic to each client’s communication style.

Requirements

Sentiment Analysis Engine
"As a consultant, I want the system to analyze the tone of my client meetings so that the generated survey questions align with the emotional context."
Description

Integrates AI-driven sentiment analysis to evaluate the emotional tone of recorded or transcribed client meetings; this engine processes meeting transcripts to detect key emotional cues, such as positivity, negativity, or neutrality, and feeds sentiment scores into the ToneTune workflow. By accurately capturing the client’s emotional state, the system can tailor survey question phrasing to resonate with the client’s current mood, enhancing empathy and increasing response rates. This requirement ensures seamless integration with the existing transcription service and maintains real-time performance constraints, supporting scalable processing of concurrent meeting data.

Acceptance Criteria
Real-time Sentiment Detection
Given a live transcript stream from an ongoing meeting, when the sentiment analysis engine processes each incoming text segment, then it must return a sentiment score (positive, negative, neutral) within 500 milliseconds and with ≥85% accuracy compared to human-labeled benchmarks.
Post-Meeting Sentiment Scoring
Given a complete meeting transcript uploaded at meeting end, when the sentiment analysis engine processes the full text, then it must output an aggregate sentiment summary with overall sentiment distribution (percentage of positive, negative, neutral statements) and an overall sentiment label.
Integration with ToneTune Pipeline
Given a sentiment score output by the analysis engine, when ToneTune receives the score, then it must adjust survey question phrasing and formality level according to predefined sentiment-to-tone mapping rules without errors or delays.
Concurrent Transcript Processing
Given 50 simultaneous meeting transcripts submitted for analysis, when the system processes them, then each transcript must be analyzed within 2 seconds end-to-end and system resources must remain stable without degradation beyond 20% of baseline CPU and memory usage.
Error Handling for Unprocessable Transcripts
Given a malformed or incomplete transcript (e.g., missing timestamps or speaker labels), when the sentiment analysis engine attempts analysis, then it must return a neutral sentiment fallback, log an error with details, and notify the monitoring dashboard of the issue.
Adaptive Formality Adjustment
"As a consultant, I want the survey wording to adjust formality based on my client's communication style so that it feels natural."
Description

Implements a dynamic formality module that adjusts the lexicon, syntax, and sentence structure of survey questions based on detected sentiment and client relationship data. Leveraging rule-based templates and machine learning models, this module calibrates question wording along a formality spectrum—ranging from casual to professional. Integration points include the question generation engine and client profile store, ensuring that the output survey aligns with both the client’s communication preferences and the consultant’s brand voice, improving perceived authenticity and client satisfaction.

Acceptance Criteria
Formal Tone for Long-Term Professional Client
Given a client profile indicating a long-term professional relationship and sentiment analysis indicating positive feedback, When generating survey questions, Then the system uses high-formality vocabulary with professional language and complete sentences.
Casual Tone for First-Time Informal Client
Given a client profile with new relationship status and sentiment analysis indicating neutral to casual tone, When generating survey questions, Then the system employs relaxed phrasing, contractions, and a friendly tone.
Moderate Tone for Mixed-Sentiment Client
Given sentiment analysis returns mixed feedback and client relationship is mid-term, When generating survey questions, Then the system outputs questions with balanced formality, neutral lexicon, and straightforward sentence structure.
Negative Sentiment Sensitivity Adjustment
Given sentiment analysis detects negative client feedback, When generating survey questions, Then the system uses empathetic phrasing, softened language, and includes invitations for constructive input.
Brand Voice Consistency Override
Given a consultant’s predefined brand voice template and target formality level, When generating survey questions, Then the system adjusts word choice and syntax to align with the brand voice while maintaining formality.
Client Communication Style Profiling
"As a consultant, I want the feature to build a profile of each client's communication preferences so that future surveys match their style."
Description

Builds and maintains individual profiles of clients’ communication styles by analyzing historical meeting data, previous survey responses, and direct feedback. This profiling component extracts attributes such as preferred formality level, tone warmth, use of industry jargon, and response behavior to inform future question generation. By storing style vectors in the client database, the system can continuously refine tone adjustments, creating highly personalized surveys that strengthen client relationships and drive engagement over time.

Acceptance Criteria
Initial Communication Style Profiling After First Meeting
Given a consultant has completed the first meeting with a new client and historical meeting data is available, When the system processes the audio transcript and survey response, Then it generates a communication style profile capturing formality level, tone warmth, use of jargon, and response behavior; and stores the style vector in the client's record.
Updating Profile with New Survey Responses
Given an existing client profile and new micro-survey responses received, When the system analyzes the responses for tone and formality discrepancies, Then it updates the client's style vector within 5 minutes, ensuring changes do not overwrite previous baseline attributes.
Adjusting Tone for Industry Jargon
Given the client profile indicates high use of industry-specific terminology, When generating survey questions, Then the system incorporates relevant jargon into at least 80% of generated questions without dropping readability below Flesch-Kincaid grade 8.
Detecting Shift in Client Formality Preference
Given historical data showing a formal communication style and three consecutive meetings with informal language, When the system analyzes meeting transcripts, Then it flags a formality preference shift, updates the profile, and suggests a more casual question tone in the next micro-survey.
Real-time Profile Refinement During Meeting
Given live transcription of an ongoing meeting and an existing client profile, When the system identifies deviations in tone or vocabulary beyond a threshold of 10% from the profile baseline, Then it logs these deviations and queues an updated style vector for post-meeting review.
TonePreview Interface
"As a consultant, I want a preview of how the survey questions will read in different tones so that I can choose the most appropriate one."
Description

Develops an interactive preview panel within the survey creation workflow that displays multiple tone-adjusted versions of each question side by side. This interface allows consultants to visualize and compare phrasing variations—such as empathetic, neutral, or formal—and select the most appropriate version before sending. The preview component fetches tone-adjusted samples in real time from the ToneTune API, providing an intuitive, responsive user experience that empowers users to make informed decisions, reducing revisions and boosting confidence in survey quality.

Acceptance Criteria
Real-Time Tone Variations Loading
Given a draft survey question is entered; when the preview panel opens; then it displays empathetic, neutral, and formal tone-adjusted versions fetched from the ToneTune API within 2 seconds.
Side-by-Side Comparison Display
Given three tone-adjusted versions are received; when rendered in the preview panel; then they are aligned side by side with clear tone labels (Empathetic, Neutral, Formal) and equal width containers.
User Selection of Preferred Tone
Given multiple tone variations displayed; when the user clicks the 'Select' button on a version; then that version populates the survey question field and closes the preview panel.
API Failure Handling
Given the ToneTune API call fails or returns an error; when attempting to fetch tone versions; then the panel displays a user-friendly error message with a 'Retry' option.
Performance Under Load
Given standard network conditions and dataset size; when the preview panel requests tone samples; then each API call completes and renders within 3 seconds.
Real-time Feedback Loop
"As a consultant, I want to see immediate feedback on how tone adjustments impact engagement metrics so that I can refine the approach."
Description

Implements a feedback mechanism that captures client engagement metrics—such as open rates, response rates, and sentiment of survey answers—and feeds these insights back into the tone adjustment algorithms. This continuous loop refines machine learning models, enabling the system to learn which tone profiles yield the best results for specific client segments. Integration with the analytics dashboard allows consultants to track performance and ROI of tone adjustments, fostering data-driven improvements and ensuring that ToneTune evolves its capabilities based on actual usage data.

Acceptance Criteria
Dashboard Feedback Capture
Given a client completes a micro-survey, When the survey response is submitted, Then the system must record engagement metrics (open rate ≥98% tracking, response rate ≥80% tracking) and sentiment score and display them within 5 seconds on the analytics dashboard.
Sentiment Analysis Accuracy
Given a set of 100 historical survey responses, When the sentiment analysis runs, Then it must correctly categorize sentiment (positive, neutral, negative) with at least 90% accuracy compared to human-labeled data.
Model Retraining Trigger
Given that 500 new survey responses have been collected, When the threshold is reached, Then the system automatically triggers retraining of the tone adjustment model and logs the retraining event.
Segment-Specific Tone Optimization
Given multiple client segments (e.g., enterprise vs. startup), When the system applies ToneTune, Then it must select and apply the tone profile that yields the highest response rate improvement for each segment, showing at least a 5% lift over the previous model.
ROI Tracking for Tone Adjustments
Given a time period of 30 days, When consultants review the analytics dashboard, Then they can view ROI metrics (e.g., increased repeat business rate, client satisfaction score changes) directly linked to tone adjustments.

SequenceSync

Organizes survey questions into an adaptive flow that pivots based on responses, guiding clients through the most relevant follow-up queries and maximizing response clarity and depth.

Requirements

Adaptive Flow Engine
"As a consultant, I want the system to automatically adjust follow-up questions based on client responses so that I can gather more relevant and comprehensive feedback with minimal setup."
Description

Develop a decision-rule engine that dynamically pivots survey questions in real time based on client responses. This engine should interpret answer data, determine the most relevant next question, and seamlessly integrate with the existing survey delivery infrastructure. Benefits include increased response depth and clarity, reduced survey fatigue, and higher completion rates. It will leverage existing AI modules for intent analysis and feed into the dashboard for consolidated reporting.

Acceptance Criteria
Initial Negative Response Pivot
Given the respondent selects a negative sentiment rating (1-3) on a satisfaction question When the engine processes the input Then it presents a clarification follow-up question from the negative intent pool within 300ms
Neutral Response Adaptive Flow
Given a neutral sentiment rating (4-6) When the engine evaluates the response Then it selects and displays a follow-up question from the neutral intents and ensures no more than two neutral questions appear consecutively
Positive Response Upsell Prompt
Given a positive sentiment rating (7-10) When the engine identifies the positive intent Then it displays an upsell or testimonial prompt question and tags the response for reporting
Incomplete Answer Handling
Given the respondent skips or submits an empty answer When the engine detects the incomplete response Then it retries once with an alternative phrasing and if still incomplete, logs the skip and proceeds to the next logical question
Dashboard Integration Data Flow
Given the client completes the adaptive survey When the session ends Then the engine sends a JSON payload containing the question path and intent tags to the dashboard API within 500ms and confirms a successful transmission
Visual Branch Logic Editor
"As a product admin, I want to graphically configure question branching so that I can design adaptive surveys without coding."
Description

Create a drag-and-drop graphical interface within the survey builder that allows users to define conditional paths and branching rules without writing code. The editor should support setting triggers based on response values, combining multiple conditions, and visualizing the entire question flow. Integration with the SequenceSync engine will ensure logic definitions are compiled into execution rules.

Acceptance Criteria
Simple Branch Logic Creation
Given a survey with Question A and Question B; When the user drags a connector from the ‘Yes’ option of Question A to Question B; Then the interface displays an arrow linking Question A ‘Yes’ to Question B, and the branch rule is listed in the logic panel;
Multiple Condition Branch Setup
Given a survey with numeric Question C and multiple choice Question D; When the user sets a branch that triggers if Question C > 5 AND Question D contains ‘Option 2’; Then the editor shows both conditions under the same branch node and highlights combined logic in the preview;
Full Survey Flow Visualization
Given a survey with at least five questions and several branches; When the user views the flow canvas; Then all questions and conditional paths are visible without overlap, and panning/zoom controls enable full navigation of the diagram;
Branch Logic Editing and Deletion
Given an existing branch between Question E and Question F; When the user selects the branch connector and chooses ‘Edit’ or ‘Delete’; Then the condition editor appears for modification or the connector is removed from the canvas and logic panel updates accordingly;
Logic Compilation to SequenceSync
Given saved branch definitions in the visual editor; When the user clicks ‘Publish’; Then the system compiles all defined branches into SequenceSync execution rules, returns a success confirmation, and no compilation errors are reported;
Real-time Flow Preview
"As a consultant, I want to preview the question flow based on different responses so that I can ensure the survey logic delivers the intended experience."
Description

Implement a preview mode that simulates client interactions and displays the conditional question sequence in real time. Users should be able to toggle hypothetical answers and immediately see the next questions, enabling validation of logic before deployment. Integration with both the builder UI and the adaptive engine ensures accuracy of the previewed paths.

Acceptance Criteria
Simulate Client Interaction Path
Given the user toggles a hypothetical response in preview mode, when they select ‘Yes’ for Question 1, then Question 2 with the correct conditional label appears immediately beneath in the preview pane.
Conditional Logic Accuracy
Given a defined logic jump from Q2 to Q4 if the answer is ‘No’, when the user selects ‘No’ in the preview, then Question 4 is displayed and all intermediate questions are hidden.
UI Integration Consistency
When switching between builder UI and preview mode, then the current question flow state is preserved and the preview updates without requiring a page reload.
Performance at Scale
Given a survey flow with 50+ questions, when in preview mode and toggling answers, then the next question renders within 200ms for 95% of interactions.
Error Handling in Preview
Given a broken or circular logic definition, when entering preview mode, then an inline error message displays indicating the logic conflict without crashing the application.
Conditional Question Library
"As a consultant, I want suggested follow-up questions for common feedback themes so that I can quickly build adaptive surveys with best practices."
Description

Provide a curated library of template follow-up questions mapped to common response themes (e.g., satisfaction, feature requests, pain points). The system should suggest relevant questions when certain answer patterns are detected and allow users to customize or extend the library. This accelerates survey creation and promotes best-practice question design.

Acceptance Criteria
Positive Feedback Question Recommendation
Given a client selects a satisfaction rating of 4 or 5, When the survey response is submitted, Then the system displays at least three follow-up questions tagged with 'positive feedback' within two seconds.
Feature Request Question Suggestion
Given a client mentions 'feature' or 'improve' in an open-ended response, When the response is analyzed, Then the system suggests at least two template questions mapped to the 'feature request' theme with relevance scores above 80%.
Custom Question Addition
Given a user enters a new follow-up question and selects a theme, When the user saves the question, Then the question is persisted in the library, appears in theme-based filters, and remains available after logout and login.
Template Question Customization
Given a user edits the text or theme of an existing template question, When the changes are saved, Then the updated question is reflected in subsequent suggestion lists and stored correctly in the library.
Bulk Question Import
Given a user uploads a CSV with questions and themes, When the file is processed, Then valid entries are imported into the library, invalid entries are flagged with error messages, and the import summary reports counts of successes and failures.
Flow Performance Validation
"As a system engineer, I want to validate the performance of adaptive flow processing under load so that we maintain a responsive experience for users."
Description

Design and execute load and performance tests on the adaptive flow engine to ensure it handles high concurrent usage with sub-second response times. Include automated testing scripts, monitoring dashboards, and alerting mechanisms. Expected outcomes are clear performance benchmarks and the ability to detect and resolve bottlenecks before production rollout.

Acceptance Criteria
Peak Hour Load Test
Given the adaptive flow engine is subjected to 1000 concurrent survey sessions during peak traffic hours When load tests are executed Then the average response time remains below 0.5 seconds and no requests fail due to timeouts.
Simultaneous User Surge
Given a sudden surge of 2000 simultaneous user requests When the system is stress tested Then 95% of responses complete in under 0.7 seconds and error rate stays below 0.1%.
Automated Alert Trigger
Given performance metrics cross the threshold of 1 second average latency When monitoring detects this condition Then an alert is automatically sent to the operations team within 60 seconds.
Real-time Monitoring Dashboard
Given performance tests are running When metrics update on the dashboard Then CPU, memory, response time, and throughput display refresh every 5 seconds without lag and accurately reflect current test load.
Scalability Regression Test
Given a new release of the adaptive flow engine When scalability regression tests run with incremental loads up to 5000 users Then performance benchmarks match or exceed previous baseline with no degradation over 5%.

Language Lingo

Generates micro-surveys in the client’s preferred language or regional dialect, automatically translating and localizing questions to boost comprehension and engagement across global audiences.

Requirements

Auto Language Detection
"As a consultant, I want the system to automatically detect my client's preferred language so that surveys are delivered in a language they understand without manual setup."
Description

Automatically identify the client's preferred language or regional dialect using metadata, browser settings, or previous interactions to ensure every micro-survey is delivered in the correct language without manual input, improving engagement and reducing configuration overhead.

Acceptance Criteria
Browser Language Detection
- System retrieves 'Accept-Language' header from the client's browser request. - If the header includes a supported language code, micro-survey is rendered in that language. - Requests containing multiple locales choose the highest priority supported locale. - Unsupported or absent header defaults to English.
User Profile Language Preference
- System queries user's profile metadata for preferred language or dialect. - If metadata contains a supported language, it overrides browser settings. - Micro-survey is displayed in the profile language upon session initiation. - Missing or invalid metadata triggers browser detection fallback.
Previous Survey Language Recall
- System logs the language used in the client's most recent completed survey. - On new survey creation, the system automatically selects the logged language. - Client does not need to manually confirm language when starting a new survey.
Unsupported Language Fallback
- Detection yields a language code not in supported list. - System logs unsupported code and alerts analytics. - Micro-survey defaults to English. - User can manually select an available language after default.
Regional Dialect Differentiation
- System distinguishes between regional variants (e.g., 'en-US' vs 'en-GB') from detection sources. - Survey text uses locale-specific phrasing and measurements. - If dialect-specific resources are unavailable, system falls back to parent language.
Survey Localization Engine
"As a client, I want survey questions to be localized to my region's dialect and idioms so that the questions feel natural and clear."
Description

Implement a robust localization engine that translates and localizes survey questions, answers, and interface elements according to regional idioms, formalities, and cultural context, ensuring the tone and meaning remain accurate and relevant.

Acceptance Criteria
Automatic Language Detection
Given a client survey is initiated, when the client's browser locale is identified, then the survey questions must be presented in the matching language without manual selection.
Dialect-Specific Localization
Given a target regional variant (e.g., en-GB vs. en-US), when generating the survey, then questions and answers should use region-appropriate spellings, idioms, and grammar.
Formality Adjustment for Local Norms
Given a selected cultural context (formal vs. informal), when localizing survey text, then the tone must adjust to reflect local formality conventions as defined in the style guide.
UI Translation Consistency
Given all interface elements (buttons, tooltips, error messages), when switching locale, then each element must display translated text matching the approved localization resource file without missing or fallback strings.
Fallback Language and Error Reporting
Given a missing translation for a specific locale, when rendering the survey, then the system must default to a predefined base language and log an error report for missing localization entries.
Dialect Customization
"As a consultant, I want to customize survey phrasing for my clients' specific dialect or industry terminology so that the survey resonates with their unique language preferences."
Description

Enable manual adjustment of translations to accommodate specific regional dialects or industry jargon, allowing consultants to fine-tune wording for client segments with unique vocabulary or terminology requirements.

Acceptance Criteria
Manual Translation Adjustment Interface for Dialect Specificity
Given an auto-translated survey question; When the consultant edits the text and clicks Save; Then the customized wording is stored and displayed in subsequent previews.
Reset to Auto-Translation Default
Given a question with custom dialect edits; When the consultant selects the Reset option; Then the text reverts to the original machine translation.
Save Custom Dialect Profiles per Client Segment
Given a consultant selects a client segment and customizes multiple questions; When the consultant clicks Save Profile; Then a new dialect profile is created for that segment and is automatically applied to future surveys for that segment.
Preview Customized Dialect in Survey Context
Given a consultant has saved custom translations; When the consultant opens the Preview mode; Then the survey displays the customized dialect text exactly as it will appear to the client.
View and Revert Custom Translation History
Given a saved translation profile with multiple edits; When the consultant views the History log; Then the system lists each change with timestamp and user, and allows reverting to any previous version.
Fallback Language Support
"As a consultant, I want the system to automatically fall back to a secondary language if my client's language is unsupported so that I can still gather feedback without delays."
Description

Provide a fallback mechanism to default to a secondary language (e.g., English) when a preferred language translation is unavailable, ensuring surveys are always delivered, with clear notifications about fallback usage.

Acceptance Criteria
Survey Requested in Unsupported Language
Given a client’s preferred language is unsupported, when initiating a survey, then the system delivers the entire survey in English as the fallback language.
Fallback Notification Displayed
When a survey is delivered in the fallback language, then the consultant sees a clear notification indicating that English was used due to unavailable requested language.
Survey Content Completeness in Fallback
The survey delivered in English includes 100% of the original survey questions and options without omissions or truncations.
Fallback Event Logged
When fallback occurs, the system logs the event with client ID, requested language, fallback language (English), survey ID, and timestamp.
Translation Availability Check
If any translation exists for the requested language, then the system uses the available translations and does not fallback to English.
Translation Preview & Approval
"As a consultant, I want to preview and edit the translated survey before sending it so that I can ensure the language is accurate and appropriate for my client."
Description

Offer consultants a preview interface to review and approve or edit the automatically generated translations before sending surveys, ensuring accuracy and allowing last-minute adjustments to tone or terminology.

Acceptance Criteria
Preview of Translated Survey Questions
Given a consultant has drafted a survey in the source language When they request a translation preview Then the system displays the translated questions side by side with the original text in a scrollable interface
Editing Translations Before Approval
Given the translation preview is displayed When the consultant edits a translated question Then the system captures the changes and updates the preview in real time without loss of formatting
Approving Translations for Sending
Given all translations have been reviewed or edited When the consultant clicks 'Approve and Send' Then the system marks the survey as ready, logs the approval timestamp, and queues it for delivery in the client’s preferred language
Fallback on Translation Errors
Given the machine translation service returns an error or low-confidence score for any question When the consultant views the preview Then the system flags the problem, displays an inline warning, and offers to revert to the original text or request a new translation
Saving Custom Translation Edits
Given the consultant has manually edited one or more translations When they approve the survey Then the system persists these custom translations in the user profile and applies them as the default for future translations of the same question

Follow-Up Forge

Builds context-aware follow-up question sets triggered by specific survey answers, allowing consultants to dive deeper into concerns or praise without manual question crafting, saving time and enhancing feedback quality.

Requirements

Trigger Rule Configuration
"As a consultant, I want to define custom trigger rules based on survey feedback so that I can automatically deploy relevant follow-up questions to address specific client concerns."
Description

Provide a user interface that lets consultants define rules to trigger follow-up question sets based on specific survey responses, such as threshold values or keywords. The UI should allow selection of survey questions, condition operators, value inputs, and logical combinations. This requirement ensures that consultants can tailor follow-up flows to address issues or praise effectively, increasing relevance and client engagement. Implementation involves designing a rule builder component, integrating with the survey data model, and storing rules in the configuration database. Expected outcome: dynamic, automated follow-ups that respond accurately to client feedback triggers.

Acceptance Criteria
Keyword-Based Trigger Rule Setup
Given a survey question and keyword condition; When the consultant enters 'delivery' as the keyword and selects 'contains'; Then the system saves a rule that triggers follow-up questions whenever a response contains 'delivery'.
Threshold-Based Trigger Rule Configuration
Given a numeric-rated survey question; When the consultant sets the condition 'less than or equal to 3'; Then the system creates a rule that triggers follow-up questions for all ratings 3 or below.
Logical Combination of Conditions
Given multiple survey questions; When the consultant combines 'rating <= 2' AND 'comment contains "support"'; Then the system creates a compound rule that only triggers follow-up when both conditions are met.
Persisting and Retrieving Configured Rules
Given several trigger rules have been created; When the consultant revisits the Trigger Rule Configuration UI; Then all previously saved rules are listed accurately with their conditions and follow-up question sets.
Validation of Invalid Rule Inputs
Given an incomplete rule definition; When the consultant attempts to save without selecting a question or condition; Then the system displays a validation error and prevents saving until corrected.
Context-Aware Question Library
"As a consultant, I want access to a library of categorized follow-up question templates so that I can quickly select proven questions relevant to different feedback contexts."
Description

Maintain a centralized repository of follow-up question templates tagged by context, feedback type, and client profile. The library should support create, read, update, and delete operations and allow consultants to browse, search, and select templates. This requirement enhances feedback quality by providing relevant, proven question sets and speeds up survey creation. Integration requires a management UI, taxonomy for tagging, and database schema updates. Expected outcome: streamlined access to targeted questions that improve depth of insights.

Acceptance Criteria
Browse and Filter Question Templates
Given the consultant is on the Question Library page, when they apply filters for context, feedback type, or client profile tags, then the list updates to show only templates matching all selected tags within 2 seconds.
Add a New Question Template
When the consultant fills in the template creation form with a title, question text, and at least one valid tag, and submits, then the system saves the template, it appears in the library, and a success notification is shown.
Edit an Existing Question Template
Given an existing template is selected, when the consultant modifies its question text or tags and saves changes, then the system updates the template in the database, reflects changes in the UI instantly, and displays a confirmation message.
Delete a Question Template
When the consultant selects delete on a template and confirms the action, then the system removes the template from the database, and it no longer appears in the library, with a success notification displayed.
Select Template for Survey
Given the consultant is creating a survey, when they click 'Insert Template' on a desired question, then the selected template's question text populates the survey editor at the current cursor position.
AI-Powered Question Generation
"As a consultant, I want the system to generate context-specific follow-up questions using AI so that I save time and ensure high-quality, relevant inquiries."
Description

Implement an AI-driven engine that generates follow-up questions dynamically based on survey responses, session transcripts, and client context. The engine should use natural language processing to analyze input data, produce coherent, relevant questions, and allow consultant review and editing. This requirement reduces manual effort, ensures context accuracy, and enhances question variety. Development involves integrating with an AI model API, designing prompt templates, and building an editing interface. Expected outcome: high-quality, context-specific questions ready for deployment.

Acceptance Criteria
Dynamic Question Generation for Negative Feedback
Given a client survey response containing negative or critical feedback, when the AI engine processes the response, then it generates at least three coherent and distinct follow-up questions directly addressing each negative point within two seconds.
Contextual Follow-Up in Positive Sessions
Given a survey response with positive or neutral feedback, when the consultant triggers question generation, then the AI engine produces at least two questions that encourage elaboration on praise points and improvement suggestions.
Editing Generated Questions
Given a set of AI-generated follow-up questions, when the consultant opens the editing interface, then they can edit question text, delete any question, add new questions, and save changes with modifications persisting correctly.
Integration with Session Transcripts
Given an uploaded session transcript, when question generation is initiated, then the AI engine extracts context from the transcript and incorporates at least one transcript-derived reference into each follow-up question set.
Prompt Template Variation Handling
Given adjustments to the AI prompt templates, when generating follow-up questions using different templates, then the output sets vary by at least 20% unique content while maintaining relevance and coherence.
Follow-Up Sequence Management
"As a consultant, I want to manage the sequencing and branching of follow-up questions so that the survey adapts to respondent answers and maintains engagement."
Description

Enable scheduling, ordering, and conditional branching of multiple follow-up question sets within a single survey flow. Consultants should be able to define the sequence, delays, and branching logic based on previous responses. This requirement ensures flexible, structured follow-ups that adapt to user interactions, providing a personalized survey experience. Implementation includes a workflow editor, integration with the survey flow engine, and state management. Expected outcome: dynamic, responsive surveys that maintain engagement and gather deeper insights.

Acceptance Criteria
Linear Follow-Up Scheduling
Given a survey with two follow-up question sets scheduled at 1 and 3 days respectively, when a respondent submits the initial survey, then the first follow-up is sent after 1 day and the second after 3 days in the correct order.
Conditional Branching Activation
Given a follow-up question set with branching logic tied to response values, when a respondent answers 'dissatisfied' to Question 2, then the system triggers the negative feedback follow-up set immediately.
Sequence Reordering
Given three follow-up question sets in a survey flow, when a consultant reorders set 3 to position 1 in the workflow editor, then set 3 appears first in subsequent survey runs and delays adjust accordingly.
State Persistence Across Sessions
Given a respondent who closes the survey before follow-up and returns after 2 days, when they resume, then the system recognizes completed follow-ups and schedules the next follow-up based on original timings without duplication.
Workflow Editor Integration
Given the workflow editor interface, when a consultant defines a sequence with specific delays and branching rules, then the configuration saves without errors and updates the survey flow engine to reflect the new sequence.
Real-Time Survey Integration
"As a consultant, I want follow-up questions to appear in real-time within the survey flow so that respondents experience a seamless, interactive feedback process."
Description

Seamlessly integrate follow-up question sets into the live micro-survey experience, ensuring minimal latency and consistent UI styling. The system should fetch and render follow-up questions instantly based on triggers without page reloads. This requirement delivers a smooth user experience, preserving survey flow continuity. Technical work involves building front-end components with real-time data fetching, API endpoints for question retrieval, and UI testing. Expected outcome: uninterrupted, interactive surveys that feel cohesive to respondents.

Acceptance Criteria
Instant Question Retrieval
Given a respondent selects a trigger answer, When the survey page is open, Then the follow-up questions are fetched and rendered within 200ms without a full page reload.
UI Style Consistency
Given follow-up questions are inserted into the live survey, When they render, Then their fonts, colors, spacing, and interactive elements exactly match the primary survey’s UI and pass the visual regression suite.
Error Handling Fallback
Given the follow-up question API returns an error or times out, When rendering is attempted, Then a default message appears in place of questions, the survey flow continues uninterrupted, and the error is logged for monitoring.
Sequential Trigger Handling
Given a respondent triggers multiple follow-up sets in one session, When each new set is available, Then the system dynamically appends questions in the correct order without overwriting or duplicating previous follow-up questions.
Performance Under Load
Given 100 concurrent survey sessions triggering follow-ups simultaneously, When load testing runs, Then the average fetch and render time remains below 300ms and no fetch errors exceed 1%.

Layout Lab

An intuitive drag-and-drop interface that lets consultants design and customize testimonial widget layouts in minutes. Choose from multiple pre-built templates or craft your own arrangement of quotes, client photos, and ratings to match your website or proposal style seamlessly.

Requirements

Drag-and-Drop Editor
"As a consultant, I want to drag and drop testimonial elements onto a canvas so that I can quickly design and customize widget layouts without writing any code."
Description

Enable consultants to visually arrange and position testimonial elements—such as quotes, client photos, and ratings—using an intuitive drag-and-drop interface. This requirement ensures seamless interaction, reduces design time, and eliminates the need for manual coding, allowing users to focus on content rather than technical implementation.

Acceptance Criteria
Adding a Testimonial Component
Given a user is in the Drag-and-Drop Editor, when they drag a testimonial widget from the component palette onto the canvas, then the widget appears at the drop location with default placeholder content and is selectable for customization.
Rearranging Testimonial Elements
Given existing testimonial elements on the canvas, when the user clicks and drags an element to a new position, then the element moves accordingly and realigns with adjacent elements without overlap.
Deleting a Testimonial Element
Given a testimonial element selected, when the user presses the delete key or clicks the delete icon, then the element is removed from the canvas and the layout adjusts to fill the space.
Snapping Elements to Grid
Given grid snapping is enabled, when a user drags an element near a grid line, then the element aligns precisely to the nearest grid intersection without misalignment.
Previewing Layout Responsively
Given a completed layout, when the user switches to preview mode and selects different screen sizes, then the layout adjusts responsively, maintaining design integrity across mobile, tablet, and desktop views.
Template Library
"As a consultant, I want to choose from a library of pre-built testimonial templates so that I can launch a professional-looking widget in minutes."
Description

Provide a curated set of pre-built testimonial widget templates that users can browse, preview, and select as a starting point. Templates should cover a variety of styles and use cases, offering flexibility and inspiration while accelerating the layout creation process.

Acceptance Criteria
Browsing Template Categories
Given the user navigates to the Template Library page, When the page loads, Then at least five distinct template categories are displayed, each with a name, icon, and template count.
Previewing a Template
Given the user clicks the ‘Preview’ button on a template card, When the preview modal opens, Then a full-size, interactive preview of the widget layout is shown and is fully responsive across desktop and mobile widths.
Selecting a Template
Given the user clicks ‘Select Template’ on a preview or card, When the action completes, Then the chosen template is applied to the Layout Lab canvas, replacing any placeholder and preserving existing content mappings.
Searching Templates
Given the user enters keywords into the template search field, When they submit the search, Then the library updates to show only templates whose title, description, or tags match the query, with zero-result messaging if none match.
Filtering by Style
Given the user selects one or more style filters (e.g., ‘Modern’, ‘Classic’, ‘Minimalist’), When filters are applied, Then the displayed templates are restricted to those tagged with all selected styles and the filter badges appear above the results.
Real-Time Preview
"As a consultant, I want to see an immediate preview of my layout changes so that I know exactly how the widget will appear on my website or proposal."
Description

Display live updates of the testimonial widget as users customize layouts, ensuring that any adjustments—such as element placement, spacing, and styling—are instantly visible. This requirement enhances confidence in design decisions and minimizes trial-and-error cycles.

Acceptance Criteria
Real-Time Placement Adjustment Preview
Given the user drags a widget element in the Layout Lab, when the element is moved, then the preview updates the element’s position within 100ms without reloading the page.
Live Style Update Preview
Given the user modifies styling properties (e.g., color, font size, spacing) in the customization panel, when changes are applied, then the preview reflects all style updates within 100ms and exactly matches the chosen values.
Template Switch Preview
Given the user selects a different testimonial widget template from the template library, when a new template is chosen, then the preview displays the selected template with placeholder content instantly, without additional loading indicators.
Responsive Layout Preview
Given the user toggles between mobile and desktop views, when each view is selected, then the preview adjusts to the correct viewport dimensions and reflows elements according to the current layout settings within 100ms.
Content Update Preview
Given the user edits testimonial text or replaces client photos in the content panel, when edits are saved, then the preview updates the text and images immediately, reflecting the exact content changes without delay.
Style Customization Options
"As a consultant, I want to adjust fonts, colors, and spacing so that my testimonial widget aligns perfectly with my brand identity."
Description

Offer granular controls for typography (font size, weight, color), color schemes, spacing, borders, and shadow effects for each testimonial element. This requirement ensures that widgets can be tailored to match diverse branding guidelines and design preferences.

Acceptance Criteria
Adjust Font Properties
Given the user opens the Typography panel in Layout Lab When they select a testimonial text element Then they can set the font size between 8pt and 72pt And the preview updates immediately Given the user is in the Typography panel When they choose a font weight option (Light, Regular, Bold, Extra Bold) Then the selected weight is applied to the text element in the preview Given the user is in the Typography panel When they pick a font color via the color picker or hex input Then the text element displays the chosen color in the preview
Customize Color Scheme
Given the user opens the Color Scheme section When they select a background or text color Then the respective element in the preview updates to the chosen color Given the user inputs a valid hex code or selects from preset swatches When applying primary, secondary, and accent colors Then the widget preview reflects all three colors appropriately
Configure Spacing Between Elements
Given the user accesses the Spacing controls When they adjust margin and padding values via sliders or numeric inputs Then the preview updates to reflect the new spacing between testimonial elements Given the user enters custom spacing values outside the default range When they confirm the input Then the system validates values within 0px to 100px and displays an error for invalid entries
Set Border and Corner Styles
Given the user opens the Border settings When they choose border width and style Then the testimonial element displays the selected border properties in the preview Given the user adjusts corner radius When they input a value or use the slider Then the preview updates with rounded or sharp corners as specified
Apply Shadow Effects
Given the user navigates to the Shadow Effects panel When they enable drop shadow and adjust blur, spread, and color Then the testimonial widget preview shows the shadow with the specified parameters Given the user enters invalid shadow values When they attempt to apply them Then the system validates input ranges and prevents application of out-of-range values
Responsive Layout Support
"As a consultant, I want my testimonial widget to look great on any device so that clients have a seamless experience regardless of how they view it."
Description

Ensure that testimonial widgets automatically adapt to different screen sizes and container widths by defining responsive behavior for elements. This requirement guarantees a consistent and optimized display on desktop, tablet, and mobile devices without manual intervention.

Acceptance Criteria
Desktop View Layout Adjustment
Given a testimonial widget is displayed on a screen width of 1024px or greater, when the page loads, then all elements (quotes, images, ratings) align according to the desktop template without overlap or clipping.
Tablet Portrait Responsive Adjustment
Given a testimonial widget is viewed on a device with width between 600px and 1023px in portrait orientation, when the layout renders, then elements stack vertically with appropriate padding and font scaling for readability.
Mobile Portrait Responsive Adjustment
Given a testimonial widget is viewed on a device with width less than 600px in portrait mode, when the user opens the page, then only one testimonial is visible at a time with horizontal swiping enabled and text remains legible.
Container Resize Handling
Given the container width is dynamically resized (e.g., via browser window drag), when the size crosses defined breakpoints (600px, 1024px), then the widget automatically reflows to the corresponding layout without requiring a page reload.
High-DPI Display Support
Given the widget is rendered on a device with high-DPI (Retina) display, when the page loads, then all images and icons appear crisp without blurriness and scale correctly according to devicePixelRatio.
Save and Reuse Layouts
"As a consultant, I want to save my custom layouts so that I can quickly apply them to future proposals without redesigning from scratch."
Description

Allow users to save custom-designed testimonial layouts to a personal library and reuse them across different proposals or websites. This requirement promotes efficiency by eliminating redundant design efforts and fostering consistency in client presentations.

Acceptance Criteria
Save Newly Created Layout
Given a consultant designs a custom testimonial layout and clicks 'Save to Library', When they enter a unique layout name and confirm, Then the layout is stored in their personal library with correct name, thumbnail, and timestamp.
Reuse Saved Layout in Proposal
Given a consultant is editing a new proposal, When they select 'Insert Layout' and choose a saved layout from their library, Then the layout is inserted into the proposal editor with all elements preserved and editable.
Delete Layout from Library
Given a consultant views their layout library, When they click 'Delete' on a saved layout and confirm deletion, Then the layout is removed from the library and a success notification displays, with the total count of layouts updated accordingly.
Edit and Save Updated Layout
Given a consultant opens a saved layout for editing, When they modify design elements and click 'Save', Then they are prompted to overwrite the existing layout or save as a new entry, and the library updates correctly based on their choice.
User-Specific Layout Access
Given multiple consultants use the system, When a consultant accesses their layout library, Then only layouts they have saved are visible, and any direct URL access to another consultant’s layout returns an access denied error.

Brand Sync

Automatically applies your company’s color schemes, typography, and logo to each testimonial widget. Ensure every shareable success story aligns with your branding guidelines, reinforcing professional consistency and enhancing brand recognition across client-facing materials.

Requirements

Brand Settings Management
"As an independent consultant, I want a centralized dashboard to configure my brand’s colors, fonts, and logo so that every testimonial widget automatically matches my company’s visual identity."
Description

Provide an interface for users to define and manage their company’s primary and secondary color palettes, typography choices, and logo assets in a centralized dashboard. This requirement ensures that branding inputs are standardized, easily accessible, and can be updated by non-technical users. When a consultant updates their brand settings, all connected testimonial widgets will automatically reflect those changes, eliminating manual styling and reinforcing brand consistency across client-facing materials.

Acceptance Criteria
Initial Brand Settings Setup
Given the user is on the brand settings page, When they enter valid primary and secondary color values, select a typography option, and upload a supported logo file, Then the system saves these settings and displays a confirmation message.
Live Preview of Brand Updates
Given the user modifies brand settings, When changes are applied, Then the testimonial widget preview updates within 3 seconds to reflect the new settings without page reload.
Logo Asset Upload and Validation
Given the user uploads a logo file, When the file is in PNG or JPEG format and below 5MB, Then the system accepts the upload and displays it; Otherwise, show an error message specifying allowed formats and size limits.
Color Palette Change Propagation
Given the user saves updated color palette, When the update is confirmed, Then all existing testimonial widgets across the platform reflect the new colors within 1 minute.
Typography Selection Persistence
Given the user selects a typography option and saves, When they navigate away and return later, Then the previously selected font choice is retained and applied to testimonial widgets.
Theming Engine
"As a consultant, I want the system to automatically apply my selected brand styles to each testimonial widget so that I don’t need to manually code or adjust styling."
Description

Develop a theming engine that consumes the brand settings and applies them to testimonial widgets at render time. The engine will map color variables, font families, and logo assets to widget components (e.g., headers, text blocks, buttons) and generate CSS or inline styles accordingly. This ensures uniform styling, improves loading performance by optimizing asset delivery, and simplifies future enhancements to theme logic.

Acceptance Criteria
Brand Colors Applied to Widget Header
Given the consultant’s primary and secondary brand colors are configured in the system, when the testimonial widget is rendered, then the widget header background must use the primary brand color and the header text must use the secondary brand color, and both colors must meet WCAG 2.1 AA contrast requirements.
Font Families Mapped to Text Blocks
Given the brand’s font family settings are stored, when the testimonial content is displayed, then all text blocks (titles, body text, and captions) should use the specified brand font families and sizes exactly as defined in the brand settings.
Logo Asset Display in Widget Footer
Given a valid logo asset URL is provided in the brand settings, when the testimonial widget footer is rendered, then the logo should be displayed at the correct resolution and aspect ratio, with a maximum load time of 200ms, and should fallback to a placeholder image if the asset fails to load within 500ms.
CSS Generation at Render Time
Given any brand setting changes (colors, fonts, logos), when a user views or refreshes the testimonial widget, then the theming engine must generate and apply updated CSS or inline styles without requiring a full page reload, ensuring that the updated styles appear immediately.
Optimized Asset Delivery
Given the logo and font files are hosted on the CDN, when the widget is loaded, then only the necessary assets (fonts subsets and logo image) are fetched, and total asset payload must not exceed 50KB to ensure optimal loading performance.
Live Preview Mode
"As a freelancer, I want to see how styling changes affect my testimonial widget in real time so that I can ensure it aligns with my brand before saving or sharing."
Description

Implement a live preview feature within the widget configuration screen that reflects brand changes in real time. When a user updates colors, typography, or logo in their brand settings, the preview pane should instantly update to show how the testimonial widget will appear. This immediate feedback loop reduces styling errors, accelerates brand alignment, and improves user confidence before publishing.

Acceptance Criteria
Updating Color Scheme Live Preview
Given a user selects a new primary or secondary color in the brand settings, when the color picker value changes, then the preview pane updates within 2 seconds to reflect the exact hex code and style of the chosen colors.
Changing Typography Style
Given a user chooses a different font family or size in the typography settings, when the selection is made, then the preview pane immediately displays all text elements of the testimonial widget in the updated font and size without requiring a page reload.
Uploading New Logo
Given a user uploads or replaces the brand logo in the settings, when the upload completes successfully, then the preview pane displays the logo at the correct dimensions and positioning within the widget frame.
Switching Between Light and Dark Themes
Given a user toggles the theme between light and dark modes, when the toggle is activated, then the preview pane adjusts all UI elements and background colors to the selected theme in real time.
Error Handling for Invalid Brand Assets
Given a user attempts to upload an unsupported file format or a corrupt asset, when the upload is initiated, then the system displays a clear error message and the preview pane remains unchanged.
Custom Logo Placement
"As a consultant, I want to control where and how my logo appears within each testimonial widget so that it complements the content without overpowering it."
Description

Allow users to specify logo placement and scaling within testimonial widgets, including options for header integration, watermark positioning, or footer display. Provide controls for alignment (left, center, right), padding, and size constraints to ensure the logo remains legible and visually balanced within various widget layouts.

Acceptance Criteria
Header Logo Integration
Given the user selects 'Header' placement with center alignment and sets maximum dimensions to 100px width by 50px height, when the widget preview is updated, then the logo appears at the top center, sized within the specified constraints and with 10px padding above and below.
Watermark Positioning
Given the user selects 'Watermark' placement with 50% opacity and center alignment, when saving the settings, then the logo is overlaid at the center of the widget at 50% opacity without obscuring testimonial text.
Footer Logo Display
Given the user selects 'Footer' placement with right alignment and sets padding to 5px, when generating the widget, then the logo appears at the bottom right with a 5px margin from the widget edges.
Responsive Logo Scaling
Given the user configures maximum logo widths of 200px for desktop and 100px for mobile, when viewing the widget on each device type, then the logo scales accordingly and remains fully legible without distortion.
Alignment and Padding Adjustment
Given the user selects left alignment and specifies 15px padding on all sides, when previewing the widget, then the logo appears on the left with exactly 15px padding and no overlapping or cropping.
Fallback Styling Configuration
"As a new user, I want testimonial widgets to display with sensible default styling so that they look professional even before I configure my own brand assets."
Description

Provide default styling options that activate when a user has not defined specific brand elements. These fallbacks include a neutral color palette, a web-safe font stack, and a placeholder logo to maintain widget readability and functionality. Ensuring sensible defaults prevents styling failures and offers a baseline design that users can later customize.

Acceptance Criteria
Default Color Palette Fallback
Given no custom brand colors are configured, when the testimonial widget is rendered, then it must use the neutral color palette defined (primary #cccccc, background #f5f5f5, text #333333) across all UI elements.
Web-Safe Font Stack Fallback
Given no custom fonts are configured, when the widget displays text elements, then it must render using the specified web-safe font stack (Arial, Helvetica, sans-serif) in the defined order.
Placeholder Logo Display
Given no custom logo is provided, when the widget loads, then it must display the placeholder logo at the specified dimensions (100x100px) and position without distortion or overlap.
Combined Fallback Styling Consistency
Given multiple fallback styles are applied (colors, fonts, logo), when viewed on desktop and mobile, then all fallback elements must render consistently and meet accessibility contrast standards.
Customization Override Validation
Given a user adds custom brand elements after fallbacks are applied, when the page refreshes, then the widget must replace fallback styles with the user’s custom colors, fonts, and logo without residual default styling.

Feedback Filter

Select and showcase specific testimonials based on criteria like project type, star rating thresholds, keyword tags, or date ranges. Highlight only the most relevant success stories for each pitch or webpage, making your narratives more targeted and impactful.

Requirements

Filter Criteria Selection
"As an independent consultant, I want to select specific filters such as project type, star rating, keyword tags, and date ranges so that I can showcase only the most relevant testimonials for my proposals."
Description

Enable users to select filtering criteria including project type, star rating thresholds, keyword tags, and date ranges. The user interface will present selectable options for each criterion, allow users to choose multiple filters simultaneously, and visually display applied filters. The system will validate input ranges and keywords to prevent invalid queries and ensure real-time responsiveness. This requirement ensures consultants can precisely target testimonials that match their pitch needs, improving relevance and user satisfaction.

Acceptance Criteria
Selecting Single Filter by Project Type
Given the feedback filter interface is open When the user selects the project type "Website Redesign" Then only testimonials tagged with "Website Redesign" are displayed in the testimonial list immediately
Setting Star Rating Threshold
Given the feedback filter interface is open When the user sets the star rating threshold to 4 stars Then only testimonials with a rating of 4 or higher are shown and the list updates in real time
Applying Date Range Filter
Given the feedback filter interface is open When the user specifies a date range from "2025-01-01" to "2025-03-31" Then only testimonials created within that date range appear and the range input validates start date ≤ end date
Searching by Keyword Tags
Given the feedback filter interface is open When the user enters the keyword tag "responsive" Then only testimonials containing the tag "responsive" are displayed immediately
Combining Multiple Filters Simultaneously
Given the feedback filter interface is open When the user selects project type "Mobile App", star rating ≥ 5, keyword tag "UX", and date range "2025-04-01" to "2025-05-01" Then the testimonial list updates to show only testimonials matching all selected filters
Visual Display of Applied Filters
Given the user has applied filters When at least one filter is active Then each applied filter appears as a removable chip in the filter bar with its name and value
Preventing Invalid Input Entries
Given the feedback filter interface is open When the user enters an end date earlier than the start date or a non-existent keyword Then the system displays an inline validation error and disables the Apply button until corrected
Real-time Filter Preview
"As a user, I want to see a live preview of filtered testimonials so that I can adjust my filters to get the right set before finalizing."
Description

Provide a live preview of filter results, updating testimonial counts and sample entries dynamically as filters are applied. The preview pane will asynchronously refresh to show the number of testimonials matching current criteria and display a subset of actual entries. This feature will help users refine filters quickly and avoid unnecessary full queries, enhancing efficiency and user confidence.

Acceptance Criteria
Dynamic Testimonial Count Preview
Given the user adjusts any filter criteria, when the filter values change, then the preview pane shall update the total matching testimonial count within 500 milliseconds and reflect the correct number of testimonials.
Asynchronous Sample Entry Display
Given the user applies or removes filters, when the filters are updated, then up to five sample testimonials matching the active filters shall display in the preview pane, each showing the testimonial text, author name, and date.
Handling No Matching Testimonials
Given the user’s selected filters yield zero matching testimonials, when the filter set is applied, then the preview pane shall display a clear 'No matching testimonials' message and provide a prompt to adjust filters.
Combined Filter Interaction
Given the user selects multiple filter types (project type, star rating, keyword tags, date range), when all filters are applied simultaneously, then the preview pane shall show a count and sample entries that satisfy every active filter criterion.
Performance Under Large Data Sets
Given a database of 10,000+ testimonials, when the user modifies filter criteria, then the system shall return the updated count and sample entries in the preview pane within one second without degrading UI responsiveness.
Filtered Testimonial Display
"As a consultant, I want filtered testimonials to display in a customizable view so that I can easily review and select the best ones for my webpage."
Description

Display filtered testimonials in a customizable view on dashboards and export modules, ensuring only selected testimonials appear. The component will support grid and list views, sorting by date or rating, and pagination or infinite scroll. It will integrate with existing testimonial storage services, maintaining consistent styling, accessibility, and performance. The outcome is a clean, relevant presentation ready for pitches or web pages.

Acceptance Criteria
Filter by Star Rating
Given a set of testimonials with varying star ratings When the user selects a minimum star rating of N Then only testimonials with a rating greater than or equal to N are displayed in the view
Filter by Keyword Tags
Given testimonials tagged with one or more keywords When the user selects specific keyword tags Then only testimonials containing at least one of the selected tags are shown
Sort by Date or Rating
Given a filtered set of testimonials When the user chooses to sort by date ascending, date descending, rating ascending, or rating descending Then testimonials are ordered correctly according to the selected sort option
Toggle Grid and List View
Given a filtered and sorted testimonial set When the user switches between grid view and list view Then the testimonials are rendered in the selected layout without loss of filter or sort settings
Pagination and Infinite Scroll
Given more than P testimonials in the current filtered and sorted set When the user reaches the end of the current page or scrolls beyond the threshold Then the next P testimonials are loaded and displayed without resetting existing filters and sort order
Export Filtered Testimonials
Given an active filter, sort, and view selection When the user exports testimonials Then the export contains only the currently visible testimonials in the selected order and respects pagination limits if applicable
Saved Filter Profiles
"As a consultant, I want to save my filter settings as profiles so that I can quickly apply the same criteria across different proposals."
Description

Allow users to save, name, and manage filter configurations for quick reuse. The system will persist filter sets in the user’s profile, provide interfaces to list, apply, rename, and delete saved profiles. Saved profiles will be selectable from a dropdown in the filtering interface, enabling rapid reapplication of frequently used criteria. This feature improves efficiency and consistency across multiple pitches.

Acceptance Criteria
Saving a New Filter Profile
Given the user has selected filter options and entered a unique profile name When the user clicks 'Save' Then the profile is saved and appears in the saved profiles list And the profile settings persist after page reload
Renaming an Existing Filter Profile
Given a saved profile is selected in the profiles list When the user chooses 'Rename', enters a new unique name, and confirms Then the profile name updates immediately in the list And the filter criteria remain unchanged
Deleting a Saved Filter Profile
Given a saved profile is visible in the profiles list When the user clicks 'Delete' and confirms the action Then the profile is removed from the list And it no longer appears in the dropdown on page refresh
Applying a Saved Filter Profile
Given multiple saved profiles exist When the user opens the filter interface and selects a profile from the dropdown Then all filter controls update to match the selected profile settings And the displayed testimonials reflect these filters
Preventing Duplicate Profile Names
Given the user enters a profile name that matches an existing saved profile When the user attempts to save or rename the profile Then the system displays a 'Name already in use' error message And the duplicate profile is not created or renamed
Filtered Data Export
"As a user, I want to export my filtered testimonials to PDF or CSV so that I can include them in reports or external documents."
Description

Enable export of filtered testimonial sets to multiple formats such as PDF, CSV, or embed code. Users can choose export format and layout options, preview the output, and download or copy embed code. The export engine will generate files that preserve filter criteria and testimonial content, ensuring accurate representation. This supports sharing curated success stories externally or embedding them into marketing materials.

Acceptance Criteria
PDF Export with Date Range Filter
Given a date range filter is applied to testimonials When the user selects PDF format and initiates export Then the downloaded PDF contains only testimonials within the date range and adheres to the selected layout, including headers, footers, and pagination.
CSV Export for Star Rating Threshold
Given a star rating filter set to ratings of 4 stars and above When the user exports testimonials to CSV Then the resulting CSV file includes only testimonials meeting the star rating threshold with the correct fields (date, rating, testimonial text, author) and uses commas as delimiters without additional formatting.
Embed Code Copy with Keyword Tag Filter
Given keyword tags are applied as filters When the user copies the embed code Then the code snippet includes only testimonials with those tags, preserves HTML structure, and embeds filter metadata as comments for traceability.
Export Layout Preview Display
Given the user selects layout options (e.g., grid or list) When the user previews the export Then the preview accurately reflects the selected layout and testimonial content, matching the final downloadable version in styling and order.
Empty Filtered Export Handling
Given the applied filters yield no testimonials When the user attempts any export action Then the system displays a 'No testimonials available to export' message, disables export buttons, and does not generate empty files.

Social Blast

Share your testimonial widgets directly to social media platforms (LinkedIn, Twitter, Facebook) or messaging apps with a single click. Comes with pre-populated captions and hashtags optimized for engagement, saving you time while increasing your reach and credibility online.

Requirements

Social Platform Integration
"As an independent consultant, I want to securely connect my LinkedIn, Twitter, and Facebook accounts so that I can share testimonials directly from ClientPulse without manual logins."
Description

Implement OAuth-based connections to LinkedIn, Twitter, and Facebook, enabling users to link their accounts securely within ClientPulse. This requirement includes setting up developer applications, handling token storage, refreshing expired tokens, and managing permission scopes. Integration should seamlessly integrate with the existing user settings flow, ensuring that consultants can authorize and manage social accounts without leaving the ClientPulse interface. The outcome is secure, reliable connectivity to major social platforms for testimonial sharing.

Acceptance Criteria
LinkedIn OAuth Authorization
Given a logged-in consultant, when they click “Connect LinkedIn” in Social Integration, then the LinkedIn OAuth dialog loads, they can authenticate, grant required scopes (rw_organization_admin, w_member_social), and are redirected back with a success confirmation message.
Twitter Token Storage and Refresh
Access and refresh tokens obtained from Twitter OAuth are encrypted and stored securely; when an access token expires, the system automatically uses the refresh token to obtain a new access token without requiring the user to reauthenticate.
Facebook Permission Scope Management
When connecting Facebook, the consultant is presented with requested permission scopes (public_profile, email, user_posts); if any required scope is declined, the system displays an error and offers to retry authorization.
Social Account Disconnection
When the consultant clicks “Disconnect” for any linked social account, the system revokes the token via the platform API, removes stored credentials, and updates the UI to show the account as disconnected.
Seamless Integration with Settings Flow
The Social Integration section is embedded within the existing User Settings; any changes (connect/disconnect) can be made without navigating away and are saved persistently, with the page reflecting updates immediately.
Messaging App Integration
"As an independent consultant, I want to send testimonial widgets via WhatsApp or Slack so that I can engage clients directly in their preferred messaging apps."
Description

Enable sharing of testimonial widgets through popular messaging apps like WhatsApp, Slack, and Telegram. The requirement involves using deep-linking protocols or messaging APIs to facilitate content sharing, formatting messages appropriately for each platform, and ensuring recipients receive the shared testimonial in a visually appealing format. It should integrate seamlessly with the social blast UI, offering messaging options alongside social media buttons.

Acceptance Criteria
WhatsApp Share Flow from Dashboard
Given a user views a testimonial widget on the dashboard When they click the WhatsApp share icon Then the WhatsApp app opens (or WhatsApp Web) with a pre-populated message containing the testimonial text, client name, and a link to the full widget And the message preserves line breaks and emoji as defined in the widget design
Slack Share Flow from Dashboard
Given a user views a testimonial widget on the dashboard When they click the Slack share icon Then a Slack share modal opens with the correct workspace and channel selected And the message includes the testimonial content, author attribution, and a preview image of the widget
Telegram Share Flow from Dashboard
Given a user views a testimonial widget on the dashboard When they click the Telegram share icon Then the Telegram app or web client opens with a pre-populated message containing the widget image, testimonial text, and a link And the caption does not exceed Telegram’s character limit
Fallback for Unsupported or Uninstalled App
Given a user clicks a messaging app icon for an app not installed or unsupported When the deep link fails to open Then the UI displays a fallback dialog with a copyable shareable link and option to copy text only And the dialog provides an install link for the messaging app
Formatted Message Preview Confirmation
Given a user hovers over or taps the preview button on a share icon When the preview is displayed Then it accurately renders the testimonial widget’s visual style including font, colors, and layout And it shows exactly how the message will appear in the selected messaging app
Pre-Populated Captions and Hashtags
"As an independent consultant, I want ready-made captions and hashtags so that I can quickly post engaging testimonials without crafting copy from scratch."
Description

Provide optimized default captions and relevant hashtags for each social platform to accompany shared testimonials. The system should analyze the testimonial content and suggest engaging copy and trending hashtags based on platform best practices. It must allow users to preview and edit the text before posting, balancing time-saving defaults with customization flexibility.

Acceptance Criteria
LinkedIn Caption and Hashtag Generation
Given a user selects a testimonial to share on LinkedIn, when the AI analyzes the content, then it suggests a caption under 1300 characters containing at least one engaging question and provides 3–5 trending hashtags relevant to the testimonial topic.
Caption and Hashtag Preview and Edit
Given the system has generated a default caption and hashtags, when the user clicks “Preview & Edit,” then an editable text field displays the pre-populated content, allows free-form edits, and disables the “Post” button if the caption field is empty.
Platform Character Limit Enforcement
For each selected platform, when the system prepares the caption, then it enforces the platform’s character limit (LinkedIn ≤1300, Twitter ≤280, Facebook ≤63206) and displays a live character counter that turns red if the limit is exceeded.
Trending Hashtag Relevance
Given the AI analyzes testimonial keywords, when generating hashtags, then it only includes hashtags with at least 100 K weekly mentions and ensures at least 50% of suggested hashtags directly match the main keyword topics extracted from the testimonial.
Multi-Platform Custom Suggestions
Given a user selects more than one social platform, when the user requests caption suggestions, then the system generates distinct, platform-optimized captions and hashtag sets for each chosen platform and displays them in separate sections.
One-Click Share Action
"As an independent consultant, I want to share my testimonial widget with one click so that I can efficiently promote my work without navigating multiple steps."
Description

Implement a unified share button that triggers the sharing workflow for the selected platform or app with a single click. The action should handle content packaging, API calls, and UI feedback, providing success or error notifications. It must be responsive and performant, ensuring minimal delay between click and share completion, enhancing the user experience by reducing friction.

Acceptance Criteria
Basic Share to LinkedIn
Given a user has selected LinkedIn as the sharing platform, When the user clicks the Share button, Then the share dialog opens with pre-populated testimonial content and hashtags; And upon user confirmation, the content is posted to LinkedIn; And a success notification is displayed.
Error Handling on API Failure
Given an API call failure during sharing, When the Share button is clicked, Then the system retries the request up to two times; If it still fails, an error notification is displayed with actionable steps; And the UI returns to the ready state.
Performance under Network Latency
Given the user is on a slow network, When the Share button is clicked, Then the system displays a loading indicator within 200ms; And the share completes within 2 seconds; And no UI freeze occurs.
Share to Multiple Platforms Sequentially
Given the user selects multiple platforms one after the other, When the Share button is clicked for each platform, Then each sharing workflow is executed independently; And the correct platform’s API is called; And the corresponding success notification is shown before starting the next.
UI Feedback and Accessibility
Given a share action completes, When the share is successful or fails, Then the UI provides a visually distinct notification; And screen readers announce the status; And the Share button returns to focusable state.
Customizable Share Templates
"As an independent consultant, I want to save my custom share templates so that I can maintain consistent branding across all testimonials."
Description

Allow users to create, save, and select from custom share templates, including custom captions, styles, and layout configurations for testimonial widgets. Templates should support variable placeholders for dynamic client names or project details. Templates must be manageable within the user settings, enabling users to maintain brand consistency and reuse frequently used share formats.

Acceptance Criteria
Create Custom Template
Given the user is on the Custom Share Templates settings page When they enter a unique template name, define caption text, select style and layout options, and insert at least one placeholder variable Then clicking “Save Template” stores the template, and it appears in the user’s template list
Edit Custom Template
Given the user views their saved templates list When they select an existing template and update its name, caption, or layout configuration Then clicking “Update Template” saves the changes and the list reflects the updated template details
Delete Custom Template
Given the user views their saved templates list When they click the “Delete” icon on a specific template and confirm the deletion prompt Then the template is removed from the list and can no longer be selected for sharing
Apply Template During Share
Given the user composes a social share for a testimonial When they click “Choose Template” and select one of their custom templates Then the share preview updates to reflect the template’s caption, layout, and placeholders before posting
Placeholder Variable Substitution
Given a template contains {{ClientName}} and {{ProjectTitle}} placeholders When the user selects the template during share creation for a testimonial linked to a specific client and project Then the preview replaces placeholders with the actual client name and project title accurately
Share Scheduling
"As an independent consultant, I want to schedule testimonial posts so that I can maintain a consistent social media presence without manual intervention."
Description

Provide functionality to schedule posts in advance by setting a date and time for automatic sharing of testimonial widgets to selected platforms. This requirement involves building a scheduling service, queue management, retry logic for failed posts, and a calendar UI for users to view and modify pending shares. Users should receive notifications on scheduling success, reminders before posts, and error alerts if sharing fails.

Acceptance Criteria
Creating a Scheduled Post
Given a user selects a testimonial widget and chooses one or more platforms, when they set a future date and time and click 'Schedule', then the system saves the post in the queue, displays it in the scheduled posts list with the correct date/time and platforms, and marks it as 'Scheduled'.
Retry Logic for Failed Posts
Given a scheduled post fails to share due to network or API error, when retry logic triggers, then the system attempts to reshare up to three times at exponential backoff intervals, and if all retries fail, marks the post as 'Failed' and sends an error alert to the user.
Editing a Scheduled Post in Calendar
Given a user views the calendar UI, when they edit the date/time or platforms of an existing scheduled post and save changes, then the system updates the scheduling queue accordingly and reflects the changes in the calendar view.
Success Notification on Scheduling
Given a user successfully schedules a post, when the scheduling operation completes, then the system sends a real-time notification confirming scheduling success with details of the scheduled post.
Pre-Post Reminder Notification
Given a post is scheduled, when the scheduled time is 30 minutes away, then the system sends a reminder notification to the user with post details and options to reschedule or cancel.
Share Analytics Tracking
"As an independent consultant, I want to see engagement metrics on my shared testimonials so that I can measure reach and optimize my social strategy."
Description

Track metrics for each shared testimonial, including impressions, clicks, likes, and shares across integrated platforms and messaging apps. Build an analytics dashboard that aggregates these metrics, presents trends over time, and correlates engagement data to specific testimonial posts. The requirement covers data collection via platform APIs, storage in the analytics database, and UI components for visualization within ClientPulse.

Acceptance Criteria
Initial Data Collection
Given a testimonial share is executed, when the share confirmation is received, then the system retrieves impressions, clicks, likes, and shares metrics from the platform API within 5 minutes and stores them in the analytics database.
Dashboard Metrics Aggregation
Given multiple testimonials have been shared, when the user opens the analytics dashboard, then the dashboard displays aggregated metrics (impressions, clicks, likes, shares) per platform for each testimonial in a sortable table.
Trend Visualization Over Time
Given historical share metrics exist for a specific testimonial, when the user selects a date range, then the system generates and renders a line chart showing metric trends over the selected period with daily granularity.
Post-to-Metric Correlation
Given a user requests correlation data, when the system processes shared testimonial identifiers, then it links each engagement metric to the corresponding testimonial post ID and shows a detailed view of metrics per post in the UI.
API Failure Resilience
Given a platform API request fails, when the system detects an error response or timeout, then it retries the request up to three times with exponential backoff and logs failures to the error monitoring service.

Live Embed

Generate embeddable code snippets for websites and proposals that auto-update whenever you add new positive feedback. Keep your success story displays fresh and dynamic without manual updates—new testimonials appear in real time, showcasing ongoing client satisfaction.

Requirements

Embed Snippet Generation
"As an independent consultant, I want to generate a simple embed code snippet so that I can showcase my latest client testimonials on my website without manual updates."
Description

Provide a tool that generates embeddable JavaScript and iframe code snippets, allowing consultants to copy and paste dynamic testimonial widgets directly into websites or proposals. The generated code must include references to the Live Embed API endpoint, respect authentication tokens, and support both script-based and iframe-based deployment. This feature integrates with the ClientPulse dashboard to fetch the correct widget configuration and ensure real-time linkage of feedback data. Expected outcomes include streamlined embedding workflows, reduced setup errors, and consistent display of up-to-date testimonials.

Acceptance Criteria
Generate Script-Based Embed Snippet from Dashboard
Given the consultant is on the Live Embed configuration page and selects the script option, when they click “Generate Snippet,” then a valid JavaScript code block referencing the Live Embed API endpoint, including widgetId and authToken parameters, is displayed.
Generate Iframe-Based Embed Snippet from Dashboard
Given the consultant is on the Live Embed configuration page and selects the iframe option, when they click “Generate Snippet,” then a valid iframe code block referencing the Live Embed API endpoint with widgetId and authToken attributes is displayed.
Real-Time Widget Update on New Feedback
Given the embed snippet is placed on an external webpage, when new positive feedback is added in ClientPulse, then the widget updates automatically within 5 seconds without requiring a manual page refresh.
Embed Snippet Includes Valid Authentication Token
Given the consultant regenerates an embed snippet, when the snippet is generated, then the included authentication token matches the consultant’s current session token and expires only after the configured timeout period.
Copy Embed Code to Clipboard Successfully
Given the generated embed snippet is visible, when the consultant clicks the “Copy to Clipboard” button, then the full code snippet is copied to the clipboard and a confirmation message is displayed.
Real-time Feedback Synchronization
"As a consultant, I want my embedded testimonial widget to update instantly when new positive feedback is received so that my site always reflects current client satisfaction."
Description

Implement a mechanism to automatically fetch and update new positive feedback entries in the embedded widget in real time. This requires setting up WebSocket or polling-based connections between the embed code and the ClientPulse backend, ensuring that any new testimonial is pushed to live embeds without page reloads. The solution must handle data integrity, rate limiting, and reconnection logic to maintain seamless updates. This integration will keep public-facing testimonial displays fresh, reinforcing credibility and minimizing manual refresh tasks.

Acceptance Criteria
New Testimonial Immediately Appears in Embed
Given a new positive feedback entry is submitted, when the ClientPulse backend processes the entry, then the embedded widget displays the new testimonial within 5 seconds without requiring a page reload.
Network Interruption and Reconnection Handling
Given the WebSocket connection is unexpectedly dropped, when the client detects the disconnection, then the embed attempts automatic reconnection with exponential backoff and resumes real-time updates once reconnected.
Rate Limiting Ensures No Overload
Given multiple feedback entries arrive in quick succession, when the number of incoming messages exceeds 60 per minute, then the embed throttles updates to a maximum of 60 per minute and queues excess updates for later delivery.
Data Integrity Maintained on Partial Update
Given the embed receives an incomplete or corrupted feedback payload, when parsing the data, then the widget discards the invalid entry, logs an error, and retains previously displayed testimonials without interruption.
Fallback to Polling When WebSocket Unsupported
Given the user’s browser does not support WebSockets, when loading the embed, then the widget automatically switches to polling the backend every 30 seconds to fetch new feedback.
Widget Customization Interface
"As a tech-savvy freelancer, I want to customize the appearance of my embedded testimonials so that they match my personal branding and website design."
Description

Develop a user-friendly interface within the ClientPulse dashboard that allows users to customize the look and feel of their embedded testimonial widget. Customizable elements include color schemes, font styles, layout options (carousel, grid, list), and display filters (e.g., show only 5-star feedback). The interface should generate preview modes and update the embed code parameters accordingly. This requirement enhances brand consistency and enables users to tailor the widget to their website design.

Acceptance Criteria
Color Scheme Selection Applies to Preview and Embed Code
Given the user selects primary and secondary colors in the customization panel, when saving the selection, then the preview updates to reflect the chosen colors and the generated embed code includes color_primary and color_secondary parameters with the selected hex values.
Font Style Updates in Preview and Embed Code
Given the user chooses a font style from the available list, when applying the change, then the preview renders testimonials using the selected font and the embed code parameter font_family is updated to the chosen font.
Layout Option Carousel Renders Correctly
Given the user selects the “Carousel” layout option, when entering preview mode, then testimonials display in a rotating carousel with navigation controls and the embed code layout parameter is set to 'carousel'.
Display Filter Shows Only 5-Star Feedback
Given the user sets the display filter to show only 5-star testimonials, when applying the filter, then the preview lists exclusively testimonials with a 5-star rating and the embed code includes filter=5.
Preview Mode Reflects Combination of Customizations
Given the user modifies multiple settings (colors, font, layout, filter), when switching between edit and preview modes, then the preview accurately reflects all selected customizations and the embed code configuration matches the preview.
Embed Security Controls
"As a consultant, I want to restrict where my testimonial embeds can be displayed so that my feedback data remains secure and cannot be misused."
Description

Enforce security measures for the embed code to prevent unauthorized access or misuse. This entails issuing unique, scoped API keys per embed instance, implementing domain whitelisting for embed usage, and supporting optional OAuth-based authentication for increased security. The backend must validate requests, enforce rate limits, and log embed usage activities. These controls safeguard client feedback data and ensure embeds are only loaded on approved domains.

Acceptance Criteria
API Key Issuance for New Embed Instance
Given a consultant requests a new embed snippet When the backend processes the request Then the system issues a unique API key scoped to that specific embed instance and returns valid embed code including the API key
Domain Whitelist Verification
Given an embed request is received with an API key and referer header When the request domain matches an entry in the embed's configured whitelist Then the backend returns the embed content Otherwise the request is rejected with a 403 Forbidden response
Optional OAuth-Based Embed Access
Given a domain is configured to require OAuth authentication When an embed request is made Then the user is redirected to the OAuth provider for authentication Upon successful authentication the embed content loads requests without valid OAuth tokens are denied with a 401 Unauthorized response
Embed Request Validation and Rate Limiting
Given an embed API endpoint receives a request When the request rate from the same API key exceeds 100 requests per minute Then the system returns a 429 Too Many Requests error Otherwise the request is processed normally
Embed Usage Activity Logging
Given an embed request is successfully processed When the embed content is served Then the system logs the event including timestamp API key domain and request ID to the audit logs and these logs are searchable via the admin log interface
Performance Optimization
"As a website owner, I want the embedded testimonial widget to load quickly so that it doesn’t slow down my site and affect user experience."
Description

Optimize the loading performance of embedded widgets to minimize impact on host page load times. Techniques include asynchronous script loading, lazy-loading of testimonial data, and minification of embed assets. The solution must be tested across major browsers and devices to ensure quick render times under various network conditions. Expected outcomes are reduced page load times, improved user experience, and higher adoption rates of the Live Embed feature.

Acceptance Criteria
Embedding on Consultant Portfolio Page
Given the embed code is included on a portfolio page, when the page loads under standard broadband conditions (10 Mbps), then the host page's Time to Interactive should not increase by more than 100ms.
Including in Client Proposal Document
Given the embed snippet is inserted into a proposal template, when the document is viewed in a modern browser, then the widget assets (JS and CSS) must load asynchronously and the initial page content should render before widget scripts initialize.
Rendering Under Slow 3G Network
Given a visitor accesses the page over a simulated 3G connection, when the widget scripts and data are lazy-loaded, then the main page content must become interactive within 3 seconds and the widget must fully render within 5 seconds.
Mobile Safari Rendering Performance
Given the embed is loaded on Mobile Safari iOS 14+, when a user opens the page on a mobile device, then the widget's render time must be under 800ms and should not cause layout shifts greater than a CLS score of 0.1.
Multiple Widgets on Single Page
Given two or more embed instances are present on the same page, when the page is loaded, then only one instance of the core script should be fetched and shared, and each widget must display content within 1 second of script load.
Error Handling and Fallback Support
"As a consultant, I want my embedded testimonial widget to show a fallback message or cached content if there’s an error so that my site remains professional even during outages."
Description

Design robust error handling for embed scenarios where data fetches fail or network issues occur. The embed code should display a configurable fallback message or cached testimonials and retry logic with exponential backoff. Detailed error logging must be sent to the ClientPulse dashboard for monitoring and alerting. This requirement ensures that embed failures degrade gracefully without broken UI elements and provide insights for troubleshooting.

Acceptance Criteria
Network Failure During Data Fetch
Given the embed is loaded and the network connection is interrupted, When the embed attempts to fetch the latest testimonials, Then a configurable fallback message or the most recently cached testimonials must be displayed within 2 seconds, And the UI must show a retry indicator.
API Response Error Handling
Given the embed receives an HTTP error response (4xx or 5xx), When parsing testimonials fails, Then the embed must display the fallback message, log the error details with timestamp and error code to the ClientPulse dashboard, And schedule an automatic retry with exponential backoff starting at 1 minute.
Graceful Degradation on Missing Data
Given the embed response contains incomplete or malformed testimonial data, When rendering the testimonials, Then the embed must omit invalid entries without breaking the UI layout, display only valid testimonials, And record a warning log entry in the dashboard.
Automatic Retry Logic Verification
Given the embed has experienced consecutive fetch failures, When retrying, Then each retry must occur after exponential intervals (1m, 2m, 4m, up to a maximum of 16m) until a successful fetch or max retries (5 attempts) is reached, And each attempt must be logged to the dashboard.
Error Logging and Monitoring
Given any fetch or rendering error occurs in the embed, When logging the error, Then log entries must include error type, timestamp, user site URL, and stack trace, And these logs must be accessible and searchable on the ClientPulse dashboard within 1 minute of occurrence.

Approval Queue

Streamline your testimonial publishing process with a built-in review workflow. Invite team members or clients to approve, edit, or comment on testimonials before they go live. Ensure accuracy and compliance while maintaining control over your public-facing content.

Requirements

Testimonial Submission Capture
"As a consultant, I want to automatically capture client testimonials into a draft queue so that I can review and approve them before they go live."
Description

Enable users to submit client testimonials directly into the approval queue after each meeting. The system collects testimonial text and associated metadata (client name, date, project) and stores them in a draft queue to ensure all content is reviewed before publishing.

Acceptance Criteria
Successful Submission of Testimonial
Given a consultant completes a client meeting and fills out the testimonial submission form with client name, date, project, and feedback text, When they click “Submit to Approval Queue”, Then the system saves the testimonial text and metadata as a draft entry and displays a confirmation message.
Validation of Required Metadata Fields
Given the submission form is displayed, When the consultant attempts to submit without entering client name, date, or project, Then the system prevents submission and displays inline error messages for each missing field.
Storage and Retrieval of Draft Testimonials
Given multiple testimonials have been submitted to the draft queue, When the consultant navigates to the Approval Queue page, Then all submitted testimonials appear in the list ordered by submission date, and clicking on an entry displays its full text and metadata.
Duplicate Submission Prevention
Given a testimonial with identical client name, date, project, and text was submitted within the past 24 hours, When the consultant attempts to submit the same testimonial again, Then the system displays a warning about duplicate content and prevents duplicate entries.
Performance Under High Load
Given up to 1,000 concurrent testimonial submissions, When all are processed by the system, Then each submission completes within 2 seconds and no data is lost or corrupted.
Reviewer Invitation and Management
"As a consultant, I want to invite specific team members or clients to review a testimonial so that only authorized individuals can approve or suggest edits."
Description

Provide functionality to invite team members or clients as reviewers for each testimonial. The requirement includes managing reviewer roles and permissions, allowing the requester to add, remove, or modify reviewers at any stage of the workflow.

Acceptance Criteria
Reviewer Invitation Link Generation
Given a requester enters a valid reviewer email and clicks 'Send Invitation', When the invitation is processed, Then the system generates a unique, secure invitation URL; And sends an email containing the link to the reviewer within 1 minute; And the link expires after the configured duration.
Reviewer Role Assignment and Notification
Given a requester selects a role (Editor, Commenter, or Viewer) for a new reviewer, When the invitation is accepted, Then the reviewer account is created with the correct role-based permissions; And the reviewer receives a notification email specifying their role and access level.
Reviewer Removal and Access Revocation
Given a requester removes a reviewer from the approval queue, When the removal is confirmed, Then the reviewer’s access link is immediately deactivated; And any attempt to access the testimonial returns an 'Access Denied' message; And the system logs the removal action.
Reviewer Permission Modification
Given a requester edits an existing reviewer’s role, When the updated role is saved, Then the reviewer’s next login reflects the new permissions; And the system sends a notification email detailing the permission change; And an audit entry is created recording the modification.
Duplicate Reviewer Prevention
Given a requester attempts to invite an email already on the reviewer list, When the invitation is submitted, Then the system prevents creation of a duplicate entry; And displays an inline validation error 'Reviewer already invited'; And no new invitation email is sent.
Bulk Reviewer Management
Given a requester uploads a list of reviewer emails or selects multiple reviewers, When the bulk invitation is submitted, Then the system invites each valid email with a unique link; And provides a summary of successful invites and failures for invalid addresses; And sends individual emails within 2 minutes.
Approval Status Tracking
"As a consultant, I want to see the current approval status of each testimonial so that I know which items require my attention and what stage they are in."
Description

Implement clear status tracking for each testimonial, showing states such as Pending Review, In Revision, Approved, and Rejected. Status changes should be logged with timestamps and reviewer notes to maintain an audit trail.

Acceptance Criteria
Testimonial Pending Review Display
Given a newly submitted testimonial, when the Approval Queue page is loaded, then the testimonial entry shows status 'Pending Review' along with the submission timestamp.
In Revision Status Update
Given a reviewer requests changes on a testimonial, when the reviewer marks it as 'In Revision' and submits notes, then the status updates to 'In Revision', the timestamp is recorded, and the notes are stored.
Rejection Workflow Logging
Given a reviewer rejects a testimonial, when the reviewer saves the rejection with comments, then the testimonial status changes to 'Rejected', the timestamp is logged, and the reviewer's comments are accessible in the audit trail.
Approval Workflow Recording
Given a reviewer approves a testimonial, when the reviewer approves and optionally adds notes, then the status updates to 'Approved', the approval timestamp is logged, and notes are recorded in the audit trail.
Audit Trail Completeness
Given any status change for a testimonial, when viewing the testimonial details, then each status transition is listed chronologically with timestamps, reviewer identity, and associated notes.
Feedback and Commenting Interface
"As a reviewer, I want to leave comments and suggested edits on the testimonial draft so that the consultant can easily understand and implement my feedback."
Description

Offer an inline feedback interface where reviewers can highlight text, leave comments, and suggest edits directly on the testimonial draft. The system must support threaded comments and mark comments as resolved when addressed.

Acceptance Criteria
Inline Comment Creation
Given a reviewer is viewing a testimonial draft, when the reviewer highlights text and clicks 'Comment', then a new comment box appears anchored to the selected text, allowing the reviewer to enter feedback.
Threaded Comment Support
Given an existing comment on a testimonial draft, when another reviewer replies to that comment, then the reply appears as a nested thread under the original comment.
Comment Resolution
Given a comment thread where all replies have been addressed, when the author marks the comment as resolved, then the comment thread is visually marked as resolved and collapses but remains accessible.
Comment Editing
Given a reviewer who has previously submitted a comment, when the reviewer selects 'Edit' on their comment, then the comment becomes editable inline and saving updates the comment content and timestamp.
Highlight and Annotate Text
Given a reviewer highlights any portion of text in the testimonial draft, when the reviewer selects 'Annotate', then an inline annotation field appears adjacent to the highlighted text and the text is visually highlighted.
Notification and Reminder System
"As a reviewer, I want to receive notifications and reminders about pending testimonial approvals so that I don’t overlook time-sensitive requests."
Description

Create automated notifications for key workflow events (e.g., new review request, comment added, approval completed) and configurable reminders for pending actions. Notifications should be delivered via email and in-app alerts.

Acceptance Criteria
New Review Request Notification
Given a consultant submits a new testimonial for review, when the review request is created, then an email and an in-app alert is sent to all designated approvers within 1 minute.
Comment Added Alert
Given an approver adds a comment to a pending testimonial, when the comment is saved, then an email and in-app notification containing the comment text and link to the testimonial is sent to the consultant and other approvers.
Approval Completed Notification
Given all required approvers have approved a testimonial, when the final approval is recorded, then an email and in-app alert is sent to the consultant notifying them of approval and triggers the publishing workflow.
Pending Approval Reminder
Given a testimonial review request remains pending after the configured reminder interval, when the reminder time is reached, then a reminder email and in-app alert is automatically sent to the pending approvers.
Notification Preferences Configuration
Given a user updates their notification preferences in settings, when the changes are saved, then future notifications and reminders respect the selected channels and frequency settings.

Widget Analytics

Monitor the performance of each testimonial widget with real-time analytics. Track impressions, click-through rates, social shares, and conversion events. Gain insights into which success stories resonate most with prospects and iterate on your content strategy for maximum impact.

Requirements

Real-Time Data Streaming
"As an independent consultant, I want to view real-time metrics from my testimonial widgets so that I can immediately identify and respond to audience engagement trends."
Description

Ingest and process widget interaction events (impressions, clicks, shares, conversions) in real time through a scalable streaming pipeline, ensuring minimal delay between event occurrence and availability in analytics dashboards to support live performance monitoring.

Acceptance Criteria
Impression Event Latency
Given a widget impression occurs, when the event is ingested into the streaming pipeline, then the latency from event occurrence to its appearance in the analytics dashboard is under 2 seconds for 99% of events.
Click Event Throughput
Given multiple users click the testimonial widget concurrently over a 5-minute window, when click events are processed, then the system handles at least 1,000 events per second without loss or end-to-end latency exceeding 3 seconds.
Social Share Tracking
Given a client clicks the social share button on a testimonial widget, when the share event is streamed, then the social share count in the dashboard increments by exactly one within 1 second.
Conversion Event Accuracy
Given a conversion event (e.g., form submission) is triggered via the widget, when processed through the pipeline, then the conversion count displayed in the dashboard matches the source event data with 100% accuracy.
Pipeline Scalability Under Peak Load
Given a sustained peak load of 10,000 widget interaction events per minute, when the streaming pipeline is under maximum throughput, then zero events are dropped and the end-to-end processing latency remains below 5 seconds.
Impression Metrics Dashboard
"As a consultant, I want to track how many times each widget is displayed across my sites so that I understand visibility trends and optimize placement."
Description

Provide a customizable dashboard displaying the number of impressions per testimonial widget over selectable time periods, with filtering, sorting, and trend visualization capabilities to help consultants assess visibility and optimize widget placement.

Acceptance Criteria
Default Impression Metrics View
Given the user navigates to the Impression Metrics Dashboard, when the dashboard loads, then the default date range is set to the last 7 days and the impressions count for each testimonial widget is displayed in a table with columns for Widget Name and Impressions.
Date Range Filter Application
Given the user selects a custom date range using the date picker, when the user applies the filter, then the table and all visualizations update to show only impressions data within the selected date range.
Widget Sorting by Impressions
Given the user clicks the Impressions column header in the table, when the sort is applied, then the list of widgets is ordered by total impressions in descending order and clicking again toggles to ascending order.
Trend Visualization Display
Given the user selects a single widget from the widget selector, when the widget is selected, then a line chart displays daily impression counts for that widget over the current date range with proper axis labels and tooltips.
Multiple Widget Selection
Given the user selects multiple widgets from the multi-select dropdown, when the selection is applied, then the dashboard displays separate trend lines for each selected widget on the same chart and separate rows in the impressions table.
Click-Through Rate Reporting
"As a consultant, I want to see the click-through rate of my testimonial widgets so that I can gauge which stories prompt user action."
Description

Implement a reporting module that calculates and presents click-through rates for each testimonial widget, including total clicks, total impressions, and percentage metrics, with options to segment data by date range, page, or audience segment.

Acceptance Criteria
Weekly Homepage Widget CTR Analysis
Given the user selects the homepage testimonial widget and a 7-day date range, when the report is generated, then it displays total impressions, total clicks, and CTR percentage for that period.
Segmented Audience CTR Reporting
Given the user filters by audience segment “Premium”, when the report is viewed, then only impressions and clicks from the Premium segment are shown with correct CTR calculations.
Custom Date Range CTR Report
Given the user defines a custom start and end date, when the report is generated, then the data displayed is limited to that date range and metrics update accordingly.
Page-Specific CTR Monitoring
Given the user selects a specific page where the widget is embedded, when the report loads, then it shows metrics only for that page’s widget with accurate counts and percentage.
CTR Calculation Accuracy Validation
Given the system has raw impression and click counts, when the CTR is computed, then it matches the formula (clicks ÷ impressions) × 100 and rounds to two decimal places.
Performance of Report Generation
Given any combination of filters is applied, when the user requests the report, then the system returns results within 2 seconds.
Social Share Analytics
"As a consultant, I want to monitor how often and where my testimonials are being shared so that I can identify the platforms driving the most referral traffic."
Description

Track and report on social sharing events originating from testimonial widgets, capturing share counts per platform (e.g., LinkedIn, Twitter, Facebook), and displaying trends and referral traffic impacts within the analytics dashboard.

Acceptance Criteria
Recording Share Events
Given a user shares a testimonial via a widget on a social platform When the share action completes successfully Then the system logs the event with timestamp, platform identifier, widget ID, and increments the share count for that widget and platform in real time
Displaying Share Metrics Dashboard
Given an authenticated user navigates to the analytics dashboard When the Social Shares section loads Then it displays total share counts grouped by platform as a bar chart, with counts matching the logged events
Filtering Share Metrics by Date Range and Platform
Given a user selects a start date, end date, and one or more social platforms from filter controls When the filters are applied Then the dashboard updates to show share counts and trend graphs within the selected date range and specified platforms, matching the filtered log data
Exporting Share Analytics Data
Given a user clicks the 'Export' button on the Social Share Analytics section When the export is confirmed Then the system generates and downloads a CSV file containing date, platform, widget ID, share count, and referral traffic columns for the currently applied filters
Alerting on Share Rate Anomalies
Given the system detects a 50% drop in daily share volume for any widget compared to the moving average of the previous 7 days When anomaly detection runs Then the system sends an email alert to the account owner with details of the widget, drop percentage, and recommended actions
Conversion Event Alerts
"As a consultant, I want to receive notifications when a testimonial widget leads to a conversion event so that I can quickly follow up on leads."
Description

Develop an alert system that identifies and notifies consultants when testimonial widgets lead to defined conversion events (e.g., lead form submission, demo request), with configurable thresholds and delivery channels (email, in-app notification).

Acceptance Criteria
Trigger Alert on Lead Form Submission Threshold
Given a testimonial widget configured with a lead form conversion event and a threshold of X submissions, when X submissions occur within a rolling 24-hour period, then an alert must be sent via the consultant’s selected delivery channel within 5 minutes.
Custom Threshold Configuration for Conversion Events
Given the consultant accesses the widget settings page, when they set or update the conversion event threshold value and save the changes, then the new threshold must persist and apply to subsequent alert evaluations.
Multi-Channel Notification Delivery
Given a threshold breach for a conversion event, when the alert triggers, then notifications must be sent simultaneously via email and in-app notification if both channels are enabled in the consultant’s preferences.
Real-Time Dashboard Update Post-Alert
Given an alert has been triggered for a conversion event, when the consultant views the Widget Analytics dashboard, then the alert indicator must appear next to the widget entry and display the event count and timestamp within one minute of the threshold breach.
Alert Acknowledgment and Snooze Functionality
Given the consultant receives a conversion event alert, when they acknowledge or snooze the alert via the notification panel, then the alert must be marked as acknowledged or hidden for a configurable snooze duration, and the status should be updated in the dashboard accordingly.

Milestone Markers

Automatically highlights key satisfaction thresholds and project milestones on the timeline, making it easy to see when clients hit important positive or negative feedback moments. Helps consultants quickly identify and celebrate successes or address issues at critical points in the engagement.

Requirements

Threshold Visualization
"As an independent consultant, I want the timeline to show markers at important feedback thresholds so that I can instantly recognize when client satisfaction peaks or dips."
Description

Automatically plot key positive and negative client satisfaction thresholds on the engagement timeline, clearly marking when feedback crosses predefined levels. This visual aid helps consultants quickly identify critical satisfaction moments without manually scanning survey data, improving response speed and project oversight.

Acceptance Criteria
Initial Threshold Appearance
Given the consultant views the engagement timeline, When client feedback score meets or exceeds the positive threshold, Then a green marker appears at the corresponding timestamp. Given the consultant views the timeline, When feedback score falls below the negative threshold, Then a red marker appears at the corresponding timestamp.
Dynamic Threshold Update
Given the consultant updates threshold settings, When the new threshold values are saved, Then the timeline immediately recalculates and repositions all existing threshold markers based on the updated values.
Threshold Legend Display
Given the engagement timeline is displayed, Then a legend showing positive threshold markers in green and negative threshold markers in red with their numeric values is present at the top of the timeline.
Threshold Filter Interaction
Given the consultant selects the “Positive Only” filter, Then only green threshold markers are visible on the timeline. Given the consultant selects the “Negative Only” filter, Then only red threshold markers are visible.
Mobile Timeline View Thresholds
Given the consultant accesses the mobile view of the engagement timeline, Then positive and negative threshold markers are clearly visible and tappable, displaying the feedback score and timestamp on tap.
Custom Milestone Configuration
"As a consultant, I want to configure which scores and project phases become milestones so that the timeline reflects the metrics most relevant to my workflow."
Description

Enable users to define and adjust which feedback scores or project phases count as milestones, setting custom thresholds and labels. This flexibility ensures the milestone markers align with each consultant’s unique engagement goals and client expectations.

Acceptance Criteria
Adding a New Feedback Score Milestone
Given the user is on the Custom Milestone Configuration page When they add a milestone with a feedback score threshold of 4 and label it “High Priority” Then the new milestone appears in the configuration list with the correct threshold and label, and the Save button becomes enabled.
Editing an Existing Milestone Threshold
Given a custom milestone exists with threshold 3 labeled “Neutral” When the user updates the threshold to 2 and changes the label to “Low Priority” Then the milestone entry reflects the updated threshold and label, and the Save button becomes enabled.
Removing a Milestone from Configuration
Given one or more custom milestones are listed When the user clicks the delete icon on a specific milestone Then that milestone is immediately removed from the list, and the Save button becomes enabled.
Handling Invalid Threshold Values
Given the user enters a threshold value outside the valid range of 1 to 5 or a non-numeric input When they attempt to save the configuration Then an inline validation error message is displayed next to the invalid entry, and the Save button remains disabled.
Reflecting Changes on Timeline Preview
Given the user has saved updated milestone thresholds and labels When they view the project timeline with preview mode enabled Then milestone markers appear at the correct feedback score points or project phases with the updated custom labels.
Real-time Alert Integration
"As a consultant, I want to receive real-time alerts when clients cross key satisfaction thresholds so that I can respond proactively to feedback."
Description

Integrate milestone markers with the notification system to send immediate alerts (email, in-app, or SMS) when a key satisfaction threshold is reached. This ensures consultants are promptly informed about critical feedback moments and can act quickly to address issues or celebrate successes.

Acceptance Criteria
Positive Feedback Threshold Reached
Given a client feedback score >= 9 on the satisfaction scale, when the milestone marker is reached, then the system sends an alert via all enabled channels within 30 seconds. The alert includes client name, project name, feedback score, and link to the feedback dashboard.
Negative Feedback Threshold Reached
Given a client feedback score <= 4, when the negative milestone marker is reached, then the system immediately sends a high-priority alert via email and in-app notification within 15 seconds, including feedback details and recommended action items.
Custom Alert Channel Configuration
Given a consultant has configured preferred alert channels in their settings, when a milestone is reached, then notifications are sent only through the selected channels and channel preferences update takes effect within 5 minutes.
SMS Opt-Out Handling
Given a consultant has unsubscribed from SMS alerts, when a milestone is reached, then the system does not send SMS but still delivers notifications via other enabled channels, and logs the SMS opt-out preference for auditing.
High Volume Notifications
Given multiple milestones are reached within one minute, when alerts are triggered, then the system queues and sends notifications sequentially without duplicates, ensuring all alerts are delivered within 2 minutes of the first trigger.
Milestone Details Panel
"As a consultant, I want to click on a milestone marker to see detailed feedback and suggestions so that I can understand the context and plan next steps immediately."
Description

Provide an interactive details panel that appears when a milestone marker is clicked, displaying the exact feedback data, timestamp, related comments, and suggested next steps. This feature allows consultants to dive deeper into each milestone without leaving the timeline view.

Acceptance Criteria
Opening Milestone Details Panel
Given a consultant clicks on any milestone marker on the timeline, When the click event is registered, Then an interactive details panel appears within 300ms adjacent to the marker without requiring a page reload.
Displaying Accurate Feedback Data
Given the details panel is open for a selected milestone, Then the panel displays the exact feedback score, sentiment rating, and numerical metrics that match the latest stored client feedback record for that milestone.
Viewing Timestamp and Comments
Given the details panel is open, Then the panel shows the feedback timestamp in a human-readable format (e.g., “May 27, 2025, 10:15 AM”) and lists all related client comments in chronological order.
Displaying Suggested Next Steps
Given the details panel is open, Then the panel includes a “Suggested Next Steps” section that lists at least one AI-generated recommendation relevant to the feedback sentiment and milestone type.
Navigating Within the Panel
Given the details panel is open and contains content that exceeds the panel height, When the consultant scrolls within the panel, Then the panel content scrolls smoothly without affecting the underlying timeline view.
Closing the Milestone Details Panel
Given the details panel is open, When the consultant clicks the panel’s close icon or the overlay area outside the panel, Then the panel closes immediately and focus returns to the timeline view without loss of context.
Exportable Milestones Report
"As a consultant, I want to export a report of milestone markers so that I can share progress summaries with clients or archive them for future reference."
Description

Allow users to export a comprehensive report of all milestone markers, including dates, feedback scores, comments, and recommended actions, in PDF or CSV format. This functionality supports record-keeping, presentation to stakeholders, and offline analysis.

Acceptance Criteria
Exporting Milestones Report as PDF
Given the user has at least one milestone marker with date, feedback score, comment, and recommended action configured When the user selects 'Export' and chooses PDF format Then the system generates a PDF file containing a table with headers: Date, Feedback Score, Comments, and Recommended Actions, listing each milestone in chronological order
Exporting Milestones Report as CSV
Given the user has multiple milestone markers recorded When the user selects 'Export' and chooses CSV format Then the system generates a CSV file with columns: Date, Feedback Score, Comments, and Recommended Actions, and includes a header row
Handling No Milestones on Export
Given the user has no milestone markers recorded When the user attempts to export the report Then the system generates an empty PDF/CSV file containing only the header row and displays a notification that no data was available for export
File Naming Convention
When the user exports the milestone report in any format Then the system names the file using the pattern 'Milestones_Report_YYYY-MM-DD.<ext>' where <ext> matches the selected format
Excluding Recommended Actions from Export
Given the user deselects the 'Include Recommended Actions' option When the user exports the report in PDF or CSV Then the exported file omits the Recommended Actions column and includes only Date, Feedback Score, and Comments

Insight Popovers

Click on any data point in the timeline to reveal detailed context, including survey responses, meeting notes, and AI-generated summaries. Enables consultants to understand the story behind the numbers without leaving the timeline view.

Requirements

Timeline Data Point Popover
"As a consultant, I want to click on a timeline data point and see all related details in a popover so that I can understand the context behind the metric without leaving the chart."
Description

When a user clicks on any data point in the timeline view, a contextual popover appears overlaying the chart. This popover provides detailed information related to that specific point, including survey response snippets, meeting note excerpts, and an AI-generated summary. Designed for seamless integration, the popover maintains focus on the timeline view without requiring users to navigate away, enabling quick insights in context.

Acceptance Criteria
Data Point Click Opens Popover
When a user clicks on any data point in the timeline, a popover appears within 200ms overlaying the chart at the correct position without disturbing the underlying timeline view.
Survey Response Snippet Display
The popover displays the survey response snippet corresponding to the selected data point, matching the exact text from the original survey without truncation errors.
Meeting Note Excerpt Display
The popover shows the meeting note excerpt associated with the clicked data point, reflecting the first 200 characters of the note and providing a link to view full notes if they exceed the limit.
AI-Generated Summary Visibility
The popover includes an AI-generated summary for the selected point, clearly labeled and no more than three sentences summarizing key insights from the survey and notes.
Popover Overlay and Timeline Context
The popover overlays the timeline without shifting or resizing the chart elements, and the timeline remains interactive for other data points.
Popover Dismissal Actions
Clicking outside the popover or pressing the ESC key closes the popover within 100ms and returns focus to the timeline view.
Survey Response Details
"As a consultant, I want to view the original survey responses directly in the popover so that I can read exact client feedback without switching to another screen."
Description

The popover must display all survey responses tied to the selected data point, presenting each question, the client’s answer or rating, and the response timestamp. If multiple responses exist, the content area should scroll smoothly. Integration with the survey database ensures real-time retrieval of feedback data.

Acceptance Criteria
Single Survey Response Display
Given a timeline data point linked to a single survey response When the user clicks the data point Then the popover displays the question, client’s answer, and response timestamp without requiring scrolling
Multiple Survey Responses with Scrolling
Given a timeline data point linked to more than five survey responses When the user clicks the data point Then the popover lists all responses with question, answer, and timestamp and supports smooth vertical scrolling
Real-time Data Retrieval
Given a new survey response submitted to the database When the user opens the popover for the related data point Then the popover retrieves and displays the latest survey data within two seconds
Timestamp Format Verification
Given any survey response in the popover When the timestamp is displayed Then it is formatted as 'YYYY-MM-DD HH:mm' according to the user's locale settings
Popover Performance under Load
Given a timeline data point with over 50 survey responses When the user clicks the data point Then the popover opens within 500ms and renders all entries smoothly without UI lag
Meeting Notes Integration
"As a consultant, I want to see meeting notes associated with a timeline entry so that I can recall discussion details relevant to the feedback."
Description

Popover content must include key meeting notes linked to the selected date/time. Each note should display a headline, a brief excerpt, and a link to the full note in the meeting module. This integration ensures consultants can immediately reference discussion points tied to client feedback.

Acceptance Criteria
Accessing Meeting Notes Popover
Given a consultant clicks on a data point on the timeline for a past meeting, When the popover appears, Then it displays meeting notes linked to that specific date/time within 2 seconds.
Displaying Note Headline and Excerpt
Given the meeting notes are available, When the popover loads, Then it shows the note headline and a brief excerpt of at least 50 characters.
Linking to Full Meeting Note
Given the popover displays a note excerpt, When the user clicks the 'View Full Note' link, Then the system navigates to the meeting module and loads the complete note in a new tab or section.
Matching Notes to Correct Date/Time
Given multiple meetings on the same day, When a consultant selects a specific time slot, Then the popover shows only notes from the selected meeting instance.
Error Handling for Missing Notes
Given no meeting notes exist for the selected date/time, When the popover is triggered, Then it displays a message 'No meeting notes available' and hides the headline and excerpt sections.
AI-generated Summary
"As a consultant, I want an AI-generated summary within the popover so that I can understand the main takeaways without reading all raw data."
Description

The popover should present an AI-generated summary that synthesizes survey feedback and meeting notes into concise insights. Summaries are generated on demand, cached temporarily for performance, and clearly labeled as AI content. This feature helps consultants quickly grasp overarching themes without manual aggregation.

Acceptance Criteria
Summary Generation on Popover Open
Given a consultant clicks on a timeline data point When the popover opens Then an AI-generated summary is displayed within 3 seconds
Performance Caching Behavior
Given a summary has been generated for a data point When the consultant reopens the same popover within 15 minutes Then the cached summary is displayed without a new AI service request
AI Content Labeling
Given an AI-generated summary is shown When the popover content loads Then a visible “AI-generated” badge appears adjacent to the summary
Error Handling in Summary Generation
Given the AI service fails or times out When generating a summary Then the popover shows “Summary unavailable” with a retry button
Contextual Accuracy of Summaries
Given feedback and meeting notes exist for a data point When the AI summary is generated Then it references at least two key feedback comments or notes and presents them as concise bullet points
Popover Navigation Controls
"As a consultant, I want to easily navigate between popovers and close them without extra clicks so that I can efficiently explore multiple data points."
Description

Provide intuitive controls within the popover, including next/previous arrows to navigate between adjacent data-point popovers, a close button, and click-outside dismissal. Controls must be responsive across devices and maintain consistency with the overall UI design.

Acceptance Criteria
Navigating Between Data Point Popovers
Given a user has a popover open for a data point, When the user clicks the Next arrow, Then the popover for the subsequent data point opens within 300ms without a full page reload, and when the user clicks the Previous arrow, Then the popover for the preceding data point opens under the same conditions
Closing the Popover Using Close Button
Given a popover is displayed, When the user clicks the close (X) button within the popover, Then the popover is dismissed immediately and focus returns to the original data point in the timeline
Dismissing Popover by Clicking Outside
Given a popover is visible on screen, When the user clicks anywhere outside the popover boundary, Then the popover must be dismissed without leaving any backdrop or overlay remnants
Responsive Navigation on Mobile Devices
When the timeline is viewed on a viewport width of 768px or less, Then the next/previous arrows and close button must be at least 44x44px touch targets, and the popover must reposition to stay fully within the viewport without requiring horizontal scrolling
Keyboard Navigation Accessibility
Given the popover is open and in focus, When the user presses ArrowRight or ArrowLeft, Then the next or previous popover respectively opens, and when the user presses ESC, Then the popover closes and focus returns to the triggering timeline point
Accessibility and Responsive Support
"As a consultant using assistive technologies or mobile devices, I want popovers to be fully accessible and responsive so that I can interact with them regardless of my device or abilities."
Description

Ensure all popovers comply with WCAG 2.1 AA standards, supporting keyboard navigation (focus management, ESC to close) and screen reader compatibility (aria labels, roles). Popovers must also responsively adapt to various screen sizes, maintaining readability and usability on desktops, tablets, and mobile devices.

Acceptance Criteria
Keyboard Navigation Support
Given a timeline data point popover is open When the user presses the Tab key repeatedly Then focus must cycle through each focusable element within the popover in a logical order And pressing Shift+Tab must reverse the focus order And pressing ESC must close the popover
Initial Focus Management
Given the user clicks on a timeline data point When the popover is displayed Then initial focus must move to the first interactive element inside the popover
Screen Reader Compatibility
Given the popover is rendered When accessed via a screen reader Then the popover container must use role="dialog" And have aria-labelledby referencing its title element And aria-describedby referencing its main content And all interactive elements inside the popover must have descriptive aria-labels or aria-labelledby attributes
Responsive Layout on Mobile Devices
Given the user views the timeline on a mobile device with viewport width ≤ 480px When a popover is opened Then the popover must expand to full-screen width And enable vertical scrolling for overflow content And maintain legible text at a minimum of 16px font size And ensure all touch targets are at least 44x44px
Responsive Layout on Tablets
Given the user views the timeline on a tablet device with viewport width between 481px and 1024px When a popover is opened Then the popover must occupy 80% of the viewport width And position itself within the visible viewport boundaries And ensure content remains readable and scrollable as needed

Trend Forecast

Leverages machine learning to project future client satisfaction trends based on historical feedback data. Provides confidence intervals and actionable recommendations, allowing consultants to proactively plan interventions before problems arise.

Requirements

Historical Data Aggregation
"As an independent consultant, I want my past client feedback consolidated and cleaned automatically so that I can trust the data used for trend forecasting."
Description

Develop a robust pipeline to collect, normalize, and store historical client feedback data from all micro-surveys. This includes handling missing values, deduplicating entries, and timestamp alignment to ensure accurate time-series input for trend analysis. The solution should integrate with existing data storage systems and support incremental updates as new feedback arrives.

Acceptance Criteria
Initial Data Ingestion Pipeline Setup
Given historical feedback files exist in source systems When the ingestion pipeline runs Then all files are successfully extracted and loaded into the staging area without errors
Missing Value Handling
Given incoming feedback records contain null or empty fields When normalization is applied Then missing values are replaced by predefined defaults and no nulls remain in the stored data
Deduplication of Entries
Given duplicate feedback entries with identical client ID and timestamp When deduplication logic is executed Then only one unique record is retained and duplicates are removed
Timestamp Alignment Verification
Given feedback records from multiple sources with varying timestamp formats When timestamps are normalized Then all records share a consistent ISO 8601 format and are correctly ordered chronologically
Incremental Updates Integration
Given new feedback data arrives daily When the incremental update process runs Then only new or updated records are added to the data store without reprocessing the entire dataset
Forecast Computation Engine
"As a consultant, I want the system to compute future satisfaction trends automatically so that I can see potential issues before they occur."
Description

Implement a machine learning module to train, validate, and generate future satisfaction score forecasts based on historical data. The engine should support configurable time horizons (e.g., 1-6 months), allow model parameter tuning, and retrain automatically on a defined schedule. Integration points must be provided for input data and output storage of forecast results.

Acceptance Criteria
Historical Data Ingestion for Model Training
Given the system has access to client satisfaction data for the past two years, When the training module is initiated, Then the engine ingests and preprocesses all records without errors and logs the total number of records processed.
Configurable Forecast Time Horizon Generation
Given the user selects a forecast horizon of 3 months, When the forecast is generated, Then the system produces a projected satisfaction score for each month with accompanying confidence intervals, and the time horizon parameter matches the user's selection.
Automated Model Retraining Schedule
Given a weekly retraining schedule configured, When the set time arrives, Then the system automatically retrains the model using the latest historical data and updates the forecasting engine without manual intervention.
Model Parameter Tuning Interface
Given the user adjusts model hyperparameters (e.g., learning rate, regularization) via the interface, When the new parameters are saved, Then the engine uses the updated parameters in the next training cycle and confirms successful application of the settings.
Forecast Output Storage and Accessibility
Given a forecast is generated, When the process completes, Then the system stores the forecast results in the designated output database and makes them available via API endpoints within 2 minutes.
Confidence Interval Visualization
"As a consultant, I want to see confidence intervals on forecast charts so that I can understand the certainty of predicted trends."
Description

Create front-end components to display forecasted satisfaction trends alongside confidence intervals on the dashboard. Include interactive chart elements that allow users to toggle interval levels (e.g., 90%, 95%) and hover for detailed values. Ensure the visuals are responsive and align with the product’s design system.

Acceptance Criteria
Default Confidence Interval Display
Given the dashboard loads, when the Trend Forecast chart renders, then a shaded area representing the 95% confidence interval is displayed around the forecast line.
Confidence Interval Level Toggle
Given the confidence interval toggle control is present, when the user selects 90% or 95%, then the chart updates dynamically to show only the selected interval level.
Interval Tooltip on Hover
Given the user hovers over any part of the shaded interval area or its boundary, then a tooltip appears displaying the lower bound, upper bound, and confidence percentage.
Responsive Chart Rendering
Given a mobile or tablet viewport, when the user views the Trend Forecast section, then the chart and all interactive elements resize appropriately and remain fully functional.
Design System Compliance
Given the chart renders on the dashboard, then all visual elements (colors, typography, spacing) match the product’s design tokens and style guidelines.
Actionable Recommendation Generation
"As a consultant, I want targeted recommendations based on forecast changes so that I know exactly what steps to take to improve client satisfaction."
Description

Build a recommendation engine that translates forecasted declines or improvements into specific, contextual actions. Recommendations should be based on historical patterns and best practices—for example, scheduling check-ins or addressing common pain points. The system must surface at least three prioritized suggestions per forecast anomaly.

Acceptance Criteria
Decline Forecast Recommendation Trigger
Given the system detects a forecasted decline in client satisfaction, when the anomaly is registered, then the engine generates at least three contextual recommendations within 5 seconds.
Improvement Forecast Recommendation Generation
Given a forecasted improvement in client satisfaction, when the forecast is confirmed, then the engine suggests at least three prioritized actions that reinforce positive client behaviors.
Contextual Relevance Verification
Given historical feedback patterns for a specific client, when generating recommendations, then each suggestion must reference client-specific data points or past interactions.
Prioritization Accuracy Validation
Given multiple recommendations generated for a forecast anomaly, when sorted by priority, then the top suggestion must correspond to the highest predicted impact based on confidence intervals.
Performance and Response Time Check
Given any forecast anomaly triggers, when recommendations are requested, then the system returns all suggestions in under 5 seconds 95% of the time during peak and off-peak loads.
Forecast Alert Notifications
"As a consultant, I want to receive alerts when my forecast indicates a potential drop in satisfaction so that I can act before clients become dissatisfied."
Description

Set up an alert mechanism to notify users when predicted satisfaction crosses critical thresholds or shows significant deviation. Alerts should be configurable by threshold level and delivery channel (email, in-app, SMS). Include a subscription management interface for consultants to tailor their notification preferences.

Acceptance Criteria
Email Notification on Low Satisfaction Threshold Breach
Given the consultant has configured a satisfaction threshold of 75% and enabled email notifications, When the Trend Forecast predicts a satisfaction score below 75%, Then the system must send an email notification within 5 minutes containing the forecasted score, the date of prediction, and a link to the Trend Forecast dashboard.
In-App Notification for Significant Deviation
Given the consultant is actively using the ClientPulse web app, When the predicted satisfaction deviates by more than ±10% compared to the previous week’s forecast, Then an in-app banner notification must appear on the dashboard within 2 minutes detailing the deviation percentage and providing a link to view trend history.
SMS Alert for Critical Drop in Forecast
Given the consultant has opted into SMS and set a critical alert threshold at 60%, When the Trend Forecast predicts a satisfaction score at or below 60%, Then an SMS must be sent to the consultant’s verified phone number within 3 minutes containing the critical forecast alert and a short URL to the dashboard.
Threshold Configuration in Subscription Management
Given the consultant navigates to the subscription management interface, When the consultant adjusts the low, medium, and high alert thresholds and selects desired delivery channels, Then the system must validate inputs (thresholds between 0–100%, at least one channel selected), save settings, and display a confirmation message.
Delivery Channel Preference Persistence
Given the consultant has set notification channels (email, in-app, SMS) for all alert types, When the consultant logs out and logs back in, Then the previously configured channels and thresholds must persist and be displayed correctly in the subscription management interface.

Journey Compare

Allows side-by-side visualization of multiple clients’ feedback paths or different project phases for a single client. Empowers consultants to benchmark performance, identify best practices, and apply proven strategies across engagements.

Requirements

Side-by-Side Comparison View
"As a consultant, I want to view two or more clients' feedback journeys side-by-side so that I can benchmark performance and identify best practices."
Description

Develop an interactive dashboard module that displays two or more clients’ feedback journeys in parallel. Features include synchronized scrolling, aligned timelines, color-coded feedback indicators, and dynamic drill-down to individual survey entries. This requirement ensures consultants can visually compare feedback paths side-by-side, seamlessly identify divergences or similarities, and benchmark performance within a unified interface. Integration with the existing ClientPulse dashboard will allow consultants to toggle into this view from their client overview pages, maintaining data consistency and real-time updates.

Acceptance Criteria
Synchronized Scrolling and Aligned Timelines
Given two or more clients are selected in the Side-by-Side Comparison View, when the consultant scrolls one feedback timeline, then all timelines scroll in unison and maintain alignment of matching dates.
Color-Coded Feedback Indicators
Given multiple feedback entries across clients, when the dashboard loads, then each feedback entry is displayed with a color code (green for positive, yellow for neutral, red for negative) and a legend is visible.
Dynamic Drill-Down Functionality
Given a feedback point is present in the comparison view, when the consultant clicks on that point, then a detail panel opens showing the full survey response without disrupting other timelines.
Real-Time Data Updates in Comparison View
Given new client survey responses are received, when the Side-by-Side Comparison View is open, then the new feedback entries appear within 5 seconds and timelines remain synchronized.
Navigation to Comparison View from Overview
Given the consultant is on a client’s overview page, when they click the 'Compare Journeys' button, then the dashboard transitions to the Side-by-Side Comparison View with the selected client preloaded.
Timeline Overlay Chart
"As a consultant, I want to overlay feedback timelines across clients or project phases so that I can detect trends and timing correlations."
Description

Implement an overlay chart component that plots multiple feedback timelines against a common time axis. The chart should support toggling individual timelines on or off, hover tooltips for detailed survey responses, zoom controls for focusing on specific periods, and color differentiation for each client or phase. This visual layer will enable consultants to detect timing-based trends, correlations, and anomalies across multiple engagements.

Acceptance Criteria
Multiple Timeline Overlay Display
Given the consultant selects two or more client or phase timelines When the Timeline Overlay Chart renders Then all selected timelines are plotted concurrently on a shared time axis
Timeline Visibility Toggling
Given multiple timelines are displayed When the consultant toggles a timeline on or off Then the chart immediately shows or hides that specific timeline without reloading the entire page
Interactive Hover Tooltips
Given feedback data points are rendered on the chart When the consultant hovers over any data point Then a tooltip appears showing date, client/phase name, survey question, and response value
Time Range Zoom Controls
Given the full feedback timeline is displayed When the consultant uses zoom controls or a drag-to-select range Then the chart zooms into the specified period and updates axes accordingly
Distinct Color Differentiation
Given multiple timelines are present When the chart renders Then each timeline uses a unique, accessible color and the legend displays matching labels and color swatches
Performance Under Load
Given ten or more timelines of up to six months of data each When the consultant loads the chart Then the overlay chart completes rendering within two seconds on standard broadband
Phase Selector Filter
"As a consultant, I want to filter comparisons by project phase so that I can focus analysis on critical engagement stages."
Description

Create a dynamic filter utility that allows consultants to select and compare specific project phases or milestones across one or more clients. The filter should support multi-select, date-range sliders, and phase presets (e.g., Kickoff, Midpoint Review, Final Delivery). Once applied, the comparison views and charts will update to reflect only the chosen phases, ensuring focused analysis on critical engagement stages.

Acceptance Criteria
Multi-Client Phase Comparison
Given the consultant is on the Journey Compare page When they select multiple clients Then the comparison charts only display phases common to the selected clients.
Date-Range Phase Filtering
Given the consultant sets a start and end date When they adjust the date-range slider Then only project phases with milestones within the selected date range are displayed.
Phase Preset Selection
Given the consultant clicks on a phase preset When they choose 'Kickoff', 'Midpoint Review', or 'Final Delivery' Then the filter applies and only the selected phase data appears in the comparison view.
Combined Filter Application
Given the consultant applies multi-select, date-range, and phase presets simultaneously When they confirm the filters Then the comparison view updates to reflect all applied filter conditions correctly.
Filter Reset Functionality
Given the consultant has applied one or more filters When they click the 'Reset Filters' button Then all filters clear and the comparison view returns to the default full-range phase comparison.
Benchmark Metrics Panel
"As a consultant, I want to see benchmark metrics in the comparison view so that I can quantify differences and measure improvements."
Description

Design and integrate a metrics panel that computes and displays key performance indicators—such as average satisfaction scores, sentiment trend lines, Net Promoter Score equivalents, and response rates—alongside the comparison view. This panel should dynamically recalculate metrics when filters are applied, providing quantitative support for visual comparisons and highlighting areas of strength or concern.

Acceptance Criteria
Viewing Metrics Panel with Default Data
Given the user opens Journey Compare without applying any filters, When the page loads, Then the metrics panel displays average satisfaction score, sentiment trend line, Net Promoter Score equivalent, and response rate that exactly match the backend data within a 0.1% tolerance.
Applying Date Range Filter
Given the user selects a specific date range filter, When the filter is applied, Then the metrics panel dynamically recalculates and updates all displayed metrics (average satisfaction score, sentiment trend, NPS equivalent, response rate) to reflect only data within the selected date range.
Comparing Two Clients Side-by-Side
Given the user selects two clients for side-by-side comparison, When both clients are loaded in Journey Compare, Then the metrics panel shows distinct columns for each client with labeled metrics and accurately populated values for all key performance indicators.
No Data Available
Given the selected clients or filters yield no survey responses, When the metrics panel tries to display data, Then it shows a “No data available” message, hides all metric values, and disables any export or interaction controls.
Exporting Metrics Panel Data
Given the metrics panel is visible with populated data, When the user clicks the export button, Then a CSV file is generated containing all displayed metrics with correct headers and values matching the current view.
Export & Share Comparison
"As a consultant, I want to export my comparative analysis so that I can present findings and recommendations to stakeholders."
Description

Enable consultants to export their comparison views and associated metrics into shareable formats, including PDF summaries and CSV data exports. The export feature should preserve visual elements (charts, color codings) and include customizable headers and annotations. Additionally, integrate a sharing option that generates a secure link for external stakeholders, ensuring easy distribution and collaboration.

Acceptance Criteria
PDF Export with Custom Header
Given a comparison view is open, when the user exports to PDF and inputs custom header details, then the PDF includes the specified header text, date, and logo on every page.
CSV Data Export
Given a comparison view is open, when the user selects 'Export to CSV', then the downloaded CSV file contains all comparison metrics and column headers accurately matching the view.
Visual Fidelity Preservation
Given the user exports a comparison report, when the export completes, then all charts, color codings, and data labels appear identically in the exported file as in the on-screen view.
Secure Link Generation
Given the user opts to share the export via link, when the link is generated, then it uses HTTPS, is unique, and expires after the configured time period.
Annotation Inclusion
Given the user adds annotations before exporting, when the export is generated, then all annotations appear correctly in the exported document in their intended locations.

Collaborative Canvas

Enables team members and stakeholders to add comments, assign action items, and attach resources directly on the timeline. Fosters transparent collaboration and accountability, ensuring everyone stays aligned on improvement efforts.

Requirements

Timeline Commenting
"As a consultant, I want to add comments on specific points in the meeting timeline so that the team can discuss and resolve issues in context."
Description

Enable users to add, edit, and view comments directly on the meeting timeline. Supports rich text formatting, tagging team members, and linking to specific time points. This functionality fosters contextual discussions, ensures feedback is anchored to relevant events, and integrates seamlessly into the collaborative canvas for transparent communication.

Acceptance Criteria
New Comment Creation
Given a user is viewing a meeting timeline When the user clicks the 'Add Comment' icon at a specific timestamp Then a rich text editor appears and the user can type and save the comment at that timestamp
Edit Existing Comment
Given a user has previously added a comment When the user selects the comment and chooses 'Edit' Then the comment opens in a rich text editor, allows modifications, and updates correctly upon saving
View Comments by Timestamp
Given a timeline with multiple comments When the user hovers or clicks on a timestamp marker Then all associated comments display in a sidebar sorted by timestamp
Member Tagging in Comments
Given a user is composing a comment When the user types '@' followed by a team member’s name Then an autocomplete list appears, and selecting a name tags that member in the comment
Linking to Timeline Sections
Given a user wants to reference a specific meeting segment When the user highlights a time range and selects 'Link to Timeline' Then a sharable link is generated that jumps to that segment when accessed
Action Item Assignment
"As a project manager, I want to assign action items to stakeholders directly from the timeline so that tasks are clearly delegated and progress is tracked."
Description

Allow users to convert comments or timeline entries into actionable items, assign them to team members, set due dates, and track progress. Integrates with the feedback dashboard to surface pending tasks and ensures accountability by providing clear ownership and deadlines.

Acceptance Criteria
Assigning Action Items from a Comment
Given a user is viewing a timeline comment When the user selects 'Convert to Action Item' Then an action item is created with the comment text as description, an assignee dropdown is available, and a due date picker is displayed.
Assigning Team Members and Due Dates
Given an action item form is open When the user selects an assignee and picks a due date Then the action item displays the selected assignee and due date and saves these values on submission.
Tracking Pending Tasks in Feedback Dashboard
Given the feedback dashboard is loaded When there are open action items Then a 'Pending Tasks' section lists all action items sorted by nearest due date and shows assignee and status.
Sending Assignment and Reminder Notifications
Given an action item is assigned or its due date is within 24 hours When these conditions occur Then the assigned user receives an email notification with action item details.
Editing and Reassigning Action Items
Given a user has permission to edit action items When the user changes the assignee or due date Then the action item updates accordingly, and a new notification is sent to the new assignee.
Resource Attachment
"As a stakeholder, I want to attach reference documents to timeline entries so that I can provide relevant materials for context."
Description

Provide the ability to attach files, images, links, and other resources directly to timeline entries and comments. Supports drag-and-drop uploading, cloud storage integration (e.g., Google Drive, Dropbox), and previewing attachments inline, ensuring all relevant materials are centrally accessible and contextualized within the timeline.

Acceptance Criteria
Single File Drag-and-Drop Upload
Given a user drags a single supported file onto a timeline entry, when the drop occurs, then the file uploads within 5 seconds and appears in the attachments list with correct file name and icon.
Multiple Resource Attachment
Given a user selects multiple files via file picker, when the selection is confirmed, then all files upload concurrently, display individual progress indicators, and list successfully with selectable checkboxes.
Cloud Storage Integration
Given a user chooses to attach from Google Drive or Dropbox, when authenticated, then the file browser lists remote files, allows selection, and attaches the chosen resource with a link and file metadata.
File Type and Size Validation
Given a user attempts to attach an unsupported file type or a file exceeding 50 MB, when upload is initiated, then the system rejects with an inline error message stating allowed types and size limits.
Inline Preview Functionality
Given an image or PDF is attached, when displayed under a timeline entry, then a thumbnail or first-page preview loads within 1 second and expands on click.
Link Attachment Accessibility
Given a user pastes a valid URL into the attachment field, when submitted, then the link is validated, displayed with preview metadata, and opens in a new tab on click.
Real-time Collaboration
"As a team member, I want to see others' comments and assignments appear live so that collaboration is seamless and up-to-date."
Description

Implement real-time synchronization of comments, action items, and attachments on the collaborative canvas using websocket-based updates. Ensures multiple users see changes instantaneously, prevents data conflicts, and maintains a consistent view across all clients, fostering seamless teamwork.

Acceptance Criteria
Simultaneous Commenting
Given two users are viewing the same collaborative canvas, When User A submits a new comment, Then User B should see the comment appear in their view within 1 second without refreshing the page.
Action Item Assignment Synchronization
Given a user assigns an action item to a team member, When the assignment is confirmed, Then all connected clients should display the new action item and assignee instantly within 1 second.
Attachment Addition and Display
Given a user uploads an attachment to the canvas, When the upload completes, Then the attachment thumbnail and download link should be visible to all users in real-time without page reload.
Conflict Resolution on Concurrent Edits
Given two users edit the same comment or action item simultaneously, When both changes are submitted, Then the system should merge non-conflicting edits automatically and prompt users to resolve conflicts within 2 seconds.
Recovery After Network Interruption
Given a user experiences a temporary network disconnection, When the connection is restored, Then all missed updates (comments, action items, attachments) should sync automatically and display correctly within 5 seconds.
Notification and Alerts
"As a consultant, I want to receive notifications when new comments or actions are assigned to me so that I can respond promptly."
Description

Develop a configurable notification system that alerts users to new comments, assigned action items, status changes, and deadline reminders. Supports email, in-app push notifications, and dashboard alerts, with user preferences for notification types and frequency to ensure timely awareness and engagement.

Acceptance Criteria
Initial Notification Configuration
Given the user is on the notification settings page When the user selects email and in-app push as preferred channels and clicks save Then the system persists these preferences And displays a confirmation message And sends a test notification via each selected channel within 30 seconds
New Comment Alert
Given a stakeholder posts a new comment on the collaborative canvas timeline And the recipient has in-app push notifications for comments enabled When the comment is created Then the system sends an in-app push notification to the recipient within 1 minute containing the comment text and a link to the timeline
Action Item Assignment Notification
Given a user is assigned a new action item on the timeline And the user has email notifications for assignments enabled When the assignment is confirmed Then the system sends an email to the user within 5 minutes including action item details, due date, and link to the canvas
Deadline Reminder Dispatch
Given an action item's deadline is 24 hours away And the user has deadline reminders enabled for dashboard alerts and email When the reminder threshold is reached Then the system sends a dashboard alert immediately And dispatches an email reminder with action item details within 2 minutes
Dashboard Alert Display
Given a status change occurs on an assigned action item And the user has dashboard alerts enabled When the user next logs into the dashboard Then an alert badge appears on the notifications icon And the alert panel lists the status change entry with timestamp and link to the action item
Preference Update Confirmation
Given the user updates their notification frequency setting to daily digest on the settings page When the user saves the changes Then the system shows a success message And schedules future notifications to be batched and sent as a daily digest at the user’s chosen time

Product Ideas

Innovative concepts that could enhance this product's value proposition.

CalendarSync Cue

Syncs with your calendar to auto-launch post-meeting micro-surveys, boosting response rates by 40% with timely, targeted feedback requests.

Idea

Sentiment Snap

Analyzes open-text survey responses in real time, highlighting urgent negative sentiment with color-coded alerts so consultants can tackle issues within minutes.

Idea

Churn Sentry

Uses AI to predict client churn risk by analyzing feedback trends across meetings, sending early warnings when scores dip below your custom threshold.

Idea

Survey Scripter

Generates tailored micro-survey questions using meeting transcripts, ensuring each survey captures relevant insights and saves you 10 minutes per client.

Idea

Spotlight Showcase

Creates shareable client testimonial widgets using top positive feedback, letting consultants display real success stories on websites or proposals with one click.

Idea

Pulse Path

Visualizes each client's feedback journey as an interactive timeline, showing score trends and milestone achievements to guide your improvement path.

Idea

Press Coverage

Imagined press coverage for this groundbreaking product concept.

P

ClientPulse Unveils Pro Retention Suite to Turbocharge Consultant Client Loyalty

Imagined Press Article

New AI Features Predict and Prevent Client Churn, Delivering Tailored Action Playbooks SAN FRANCISCO, CA – 2025-05-27 – ClientPulse, the leading AI-powered client feedback platform for independent consultants, today announced the launch of its Pro Retention Suite, an integrated set of advanced analytics and automated action tools designed to identify at-risk client relationships and deliver personalized retention playbooks before issues escalate. Building on its established micro-survey capabilities and real-time sentiment monitoring, ClientPulse Pro uses machine learning to assess churn risk, uncover root causes, and recommend targeted interventions—empowering consultants to sustain high satisfaction levels, boost repeat business, and foster long-term partnerships. “Freelance consultants and small agencies face an uphill battle when it comes to scaling client engagement and staying ahead of potential churn,” said Elena Martinez, CEO of ClientPulse. “With the new Pro Retention Suite, we’re giving consultants the power to detect early warning signs and follow a proven playbook tailored to each client's unique needs. Our AI does the heavy lifting so consultants can focus on delivering exceptional value and maintaining trust.” Key Features of the Pro Retention Suite • Risk Radar: A dynamic heatmap dashboard that visualizes client churn risk in real time. Color-coded indicators highlight high-risk accounts at a glance, allowing consultants to prioritize timely outreach. • Threshold Tuner: An intuitive slider and preset profiles enable users to adjust AI sensitivity for churn detection. Consultants can tailor risk thresholds according to client type, project stage, or personal risk tolerance. • Insight Drilldown: Advanced analytics reveal the key drivers behind each client’s churn score—such as sentiment dips, engagement gaps, or missed milestones. Interactive charts and annotated timelines guide consultants to understand issues at a granular level. • Action Plan Wizard: Automated playbooks generate step-by-step retention strategies, complete with communication templates, check-in schedules, and recommended resources. Tailored to each client’s risk profile, these playbooks simplify follow-up planning and ensure consistency. • Proactive Prompts: Context-aware nudges delivered via email or in-app notifications recommend the optimal outreach method and timing—such as scheduling a quick check-in call or sharing a project update—to reengage clients before concerns deepen. Transforming Feedback into Proactive Growth Since introducing the beta version of the Pro Retention Suite to select users in early 2025, ClientPulse has recorded impressive engagement improvements. Beta participants reported an average 35% reduction in churn risk scores within four weeks, alongside a 50% increase in repeat contract renewals. One user, Data-Driven Dan, an analytics-focused consultant, noted: “Insight Drilldown let me pinpoint a recurring frustration around deliverable clarity. With the Action Plan Wizard’s tailored check-in templates, I restructured my updates and saw client satisfaction jump within days.” Independent consultant Responsive Ryan praised the suite’s real-time alerts: “Risk Radar’s heatmap flagged a mid-project mood dip for one of my long-term clients. The proactive prompt suggested a quick status call template. That call uncovered minor scope confusion, which we cleared up immediately—and the project finished stronger than ever.” Putting AI-Powered Customer Success Within Reach ClientPulse’s Pro Retention Suite is available immediately to all subscribers on the Professional and Enterprise plans. Existing customers can upgrade seamlessly from the in-app dashboard or contact their account representative for a personalized walk-through. New users can start a free 14-day trial by visiting www.clientpulse.ai/pro. “Our mission has always been to empower consultants to deliver remarkable client experiences,” said Martinez. “With our Pro Retention Suite, we’re delivering enterprise-grade retention insights and automation directly to freelancers and small teams—enabling them to build lasting client loyalty without adding overhead.” About ClientPulse ClientPulse is an AI-driven platform that helps independent consultants gather, analyze, and act on client feedback after every meeting. With features such as smart micro-surveys, real-time sentiment analysis, dynamic risk dashboards, and automated action plans, ClientPulse enables consultants to detect emerging issues, drive continuous improvement, and sustain client satisfaction. For more information, visit www.clientpulse.ai. Media Contact: Sophia Chen Director of Communications, ClientPulse press@clientpulse.ai (415) 555-3821

P

ClientPulse Introduces CalendarSync Cue and Survey Scripter to Maximize Feedback Efficiency

Imagined Press Article

Seamless Calendar Integration and AI-Generated Questions Save Consultants Time and Boost Response Rates SAN FRANCISCO, CA – 2025-05-27 – ClientPulse, the premier platform for capturing actionable client feedback, today launched two powerful new features—CalendarSync Cue and Survey Scripter—designed to streamline micro-survey management and increase response rates by delivering timely, context-appropriate feedback requests and AI-crafted question sets. These enhancements underscore ClientPulse’s commitment to simplifying consultants’ workflows and enabling more meaningful client interactions with zero manual setup. “As an independent consultant, I’m juggling multiple clients and back-to-back meetings. The last thing I need is to spend extra time crafting feedback surveys or risking missed responses,” said Time-Pressed Tara, a longtime ClientPulse user. “With CalendarSync Cue and Survey Scripter, the surveys launch automatically at the right moment and include questions directly tailored to my meeting agenda. It’s a game-changer for maintaining consistent client engagement.” Feature Highlights • CalendarSync Cue: This feature automatically detects scheduled client meetings across all connected platforms—Google, Outlook, Apple—and triggers micro-survey invitations immediately after a meeting concludes. By syncing with calendar updates, including rescheduled or canceled events, CalendarSync Cue ensures surveys are always aligned with the most current meeting information. • Survey Scripter: Leveraging natural language processing and AI, Survey Scripter analyzes uploaded meeting agendas or transcripts to generate a custom micro-survey questionnaire. Users can review, edit, and deploy these questions in seconds, saving an average of 10 minutes per client session and guaranteeing that feedback requests remain contextually relevant. “By combining calendar awareness with AI-driven question generation, we’re addressing two of the biggest hurdles consultants face when gathering feedback: timing and relevance,” said Dr. Marcus Lee, Chief Product Officer at ClientPulse. “Our early adopters are already reporting a 40% uplift in response rates and significantly richer qualitative feedback thanks to these capabilities.” Real-World Impact Beta testers report that CalendarSync Cue and Survey Scripter have transformed their feedback processes. Networking Nora, who specializes in relationship-driven coaching, shared: “My clients appreciate the seamlessness of the experience. The survey arrives right after our meeting with questions that feel like they were written specifically for our discussion. My response rate has gone from 65% to 92%.” Meanwhile, Meticulous Maya, known for diving deep into every metric, highlighted Survey Scripter’s precision: “I feed it my pre-meeting notes, and it produces nuanced questions that cover every critical topic angle. It’s like having a personal survey assistant—my dashboards are richer and I spend less time on setup.” Availability and Next Steps CalendarSync Cue and Survey Scripter are available immediately to all ClientPulse subscribers at no additional cost. Users can enable both features through the ClientPulse dashboard under the “Automation Settings” tab. To experience these upgrades firsthand, new users can register for a free 14-day trial at www.clientpulse.ai/features. Looking ahead, ClientPulse plans to extend AI capabilities to include adaptive follow-up question flows, multi-language survey localization, and enhanced predictive insights—further empowering consultants to refine their engagement strategies and deepen client trust. About ClientPulse ClientPulse empowers independent consultants with AI-backed tools to collect, analyze, and act on client feedback in real time. From automated micro-surveys and sentiment analysis to advanced risk monitoring and action playbooks, ClientPulse helps consultants maintain high satisfaction levels, drive repeat business, and scale their practices with confidence. Media Contact: Amir Patel Senior Communications Manager, ClientPulse media@clientpulse.ai (650) 555-1290

P

ClientPulse Enhances Collaboration with Live Embed and Collaborative Canvas for Dynamic Team Engagement

Imagined Press Article

New Features Foster Real-Time Feedback Sharing and Cross-Functional Collaboration on Client Satisfaction Insights SAN FRANCISCO, CA – 2025-05-27 – ClientPulse, the AI-powered feedback platform for consultants, today announced the launch of two collaboration-focused features—Live Embed and Collaborative Canvas—enabling consultants and their stakeholders to share and act on real-time feedback insights within proposals, websites, and team environments. These additions further the platform’s mission to turn raw client data into actionable insights that accelerate project success and strengthen team alignment. “In today’s remote and hybrid work environments, collaboration around client insights is critical,” said Jason Kim, Head of Product at ClientPulse. “With Live Embed and Collaborative Canvas, we’re breaking down silos—teams can now co-create action plans, annotate feedback timelines, and showcase live testimonials, all within their existing workflows.” Key Features • Live Embed: Generate embeddable code snippets for websites, proposals, or dashboards that automatically update whenever new positive feedback is received. Consultants can showcase their most recent client testimonials in real time, reinforcing trust with prospects and demonstrating consistent satisfaction to decision-makers. • Collaborative Canvas: A shared workspace where consultants, team members, and clients can add comments, assign follow-up tasks, attach resources, and map out action items directly on a visual timeline of client feedback. By centralizing context and accountability, Collaborative Canvas helps cross-functional teams stay aligned on improvement efforts. • Widget Analytics: Complementing Live Embed, widget performance metrics track impressions, click-throughs, and conversion events—giving consultants insights into which success stories resonate most with prospects and where to optimize their storytelling. • Approval Queue: Streamline the testimonial publishing process with a built-in workflow that invites team members or clients to review and approve content before it goes live, ensuring accuracy and compliance. Driving Team-Led Client Success Since piloting these features with select enterprise and consulting teams, ClientPulse has seen increased collaboration and faster decision-making. Growth Accelerator freelancer Sofia Hernandez noted: “We embedded a testimonial widget on our client portal with Live Embed. When we added new case highlights, the widget updated instantly. Our internal team also used the Collaborative Canvas to annotate key feedback and assign follow-ups—turnaround on improvement actions dropped from days to hours.” Data-Driven Dan echoed the efficiency gains: “Being able to click on a feedback data point and spark a Canvas discussion drives immediate clarity. My clients and I can map next steps, share resources, and sign off on action plans without toggling between tools.” Seamless Integration and Adoption Live Embed and Collaborative Canvas are built to work across industries and tech environments. Consultants can install embed code on any HTML-based site or proposal tool, while Canvas sessions support single sign-on (SSO) through Google, Microsoft Azure AD, and popular project management platforms. Both features are available to Professional and Enterprise subscribers at no extra cost. To get started, users can navigate to the “Collaboration” section in their ClientPulse dashboard, generate embed code, or invite collaborators to a Canvas session. A library of onboarding videos and best-practice guides is available in the ClientPulse Resource Center. About ClientPulse ClientPulse is an AI-driven feedback and collaboration platform that helps independent consultants and small teams collect, analyze, and act on client insights. From automated micro-surveys to real-time sentiment analytics and interactive collaboration tools, ClientPulse empowers professionals to foster client satisfaction, drive retention, and scale their businesses. Media Contact: Lydia Morales Communications Lead, ClientPulse lydia.morales@clientpulse.ai (312) 555-2245

Want More Amazing Product Ideas?

Subscribe to receive a fresh, AI-generated product idea in your inbox every day. It's completely free, and you might just discover your next big thing!

Product team collaborating

Transform ideas into products

Full.CX effortlessly brings product visions to life.

This product was entirely generated using our AI and advanced algorithms. When you upgrade, you'll gain access to detailed product requirements, user personas, and feature specifications just like what you see below.

Start creating for free