Marketing Analytics

PulseBoard

Instant Clarity, Smarter Marketing Moves

PulseBoard gives small business marketing managers a unified, real-time dashboard that consolidates all campaign data across channels. It slashes reporting and troubleshooting time by 60% and uses AI alerts to instantly flag sudden issues or trends, empowering lean teams to act fast—no analytics expertise or tab-juggling required.

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PulseBoard

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 small marketing team worldwide to confidently drive growth through instant, effortless, and actionable marketing clarity.
Long Term Goal
By 2028, empower 100,000 small business marketing teams globally to cut campaign reporting time in half and resolve issues twice as fast—no analytics expertise required.
Impact
Slashes campaign reporting and troubleshooting time by 60% for resource-constrained small business marketing teams, detects and flags campaign issues twice as fast, and delivers unified, real-time insights—empowering managers to catch costly errors and act instantly with no analytics expertise required.

Problem & Solution

Problem Statement
Small business marketing managers struggle to monitor and understand multi-channel campaign performance because existing analytics tools are too fragmented and complex, causing wasted time, missed issues, and unreliable insights for teams with limited resources.
Solution Overview
PulseBoard unifies all your marketing data from social, email, and web into a single, easy-to-read dashboard, with AI-driven alerts that instantly flag campaign issues—eliminating manual platform checks and giving busy teams real-time oversight without complexity or overwhelm.

Details & Audience

Description
PulseBoard unifies multi-channel marketing analytics into one intuitive dashboard, designed for small business marketing managers and digital teams on tight resources. It slashes reporting time by 60% and catches campaign issues twice as fast, streamlining decision-making. AI-driven anomaly alerts highlight sudden trends or problems instantly—delivering actionable, real-time insights without complexity or data overload.
Target Audience
Resource-constrained marketing managers (28-45) at small businesses needing instant, unified campaign insights and proactive alerts.
Inspiration
Late one night during a product launch, I watched my friend, a small business marketing manager, frantically juggle six browser tabs—Google Analytics, Facebook, Mailchimp—eyes darting for answers as campaign numbers shifted. The fatigue and stress were palpable. Right then, I realized what teams like hers needed: not more complex tools, but one clear dashboard with instant alerts, cutting through chaos with clarity.

User Personas

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

R

Rapid-Responding Ryan

- Age 32, Marketing Operations Lead at 50-employee startup - Bachelor’s in Communications - Eight years managing digital campaigns - Oversees $500K annual ad budget - Relies on lean, two-person analytics team

Background

Started as an email marketing coordinator at a small e-commerce brand, quickly rising to ops lead by automating reporting. His success in slashing troubleshooting time informs his demand for real-time visibility today.

Needs & Pain Points

Needs

1. Immediate alerts for campaign anomalies 2. One-click drill-down into issue sources 3. Seamless integration across all ad platforms

Pain Points

1. Delayed alerts causing missed performance dips 2. Manual data consolidation wasting hours weekly 3. Overlooked channel disparities in siloed reports

Psychographics

- Obsessed with instantaneous performance feedback - Thrives under pressure in fast-moving environments - Demands clear, cut-through data visualization

Channels

1. Slack real-time alerts 2. Data Studio custom dashboards 3. Twitter Ads manager updates 4. LinkedIn marketing groups 5. Email daily digests

B

Budget-Savvy Bella

- Age 38, Owner/CFO of boutique e-commerce brand - MBA with finance concentration - Ten years managing multi-department budgets - Oversees $250K monthly marketing spend - Prefers lean teams of three or fewer

Background

Began in retail finance, negotiating vendor contracts and reporting to leadership. Her stringent cost controls now shape her insistence on precise, no-surprise marketing spend data.

Needs & Pain Points

Needs

1. Transparent cost vs ROI breakdowns 2. Automated budget pacing notifications 3. Simple spend forecasting across channels

Pain Points

1. Unpredictable ad spend fluctuations 2. Hidden fees in multi-platform reports 3. Late overspending alerts causing budget breaches

Psychographics

- Relentless cost-cutting and value optimization - Maximizes every advertising dollar spent - Wary of hidden platform fees

Channels

1. Google Ads Budget Planner 2. Excel forecast templates 3. Facebook Ads spend dashboards 4. LinkedIn CFO forums 5. Email weekly spend summary

G

Growth-Driven Grace

- Age 29, Growth Marketing Manager at tech startup - Marketing degree, startup accelerator alum - Six years in agile growth roles - $90K salary plus equity options - Manages $150K monthly test budgets

Background

Launched her first company during a university hackathon, mastering lean experiments and quick pivots. That bootstrap mentality drives her hunger for instantaneous, actionable data.

Needs & Pain Points

Needs

1. Quick A/B test result visibility 2. Insight into emerging channel performance 3. Customizable dashboards for rapid pivoting

Pain Points

1. Slow test result reporting delays 2. Difficulty comparing nascent channel metrics 3. Rigid dashboards hindering fast iterations

Psychographics

- Constantly seeks rapid experimentation feedback - Embraces data-driven growth hacking mindset - Values scalable, repeatable campaign frameworks

Channels

1. Instagram Stories performance insights 2. TikTok analytics micro-trend alerts 3. Slack growth-hacker channels 4. Product Hunt early feedback 5. Email real-time test reports

C

Cross-Team Colin

- Age 35, Marketing Strategist at mid-sized agency - BA in Communications, PMP certified - Twelve years coordinating cross-functional teams - Manages $1M annual campaign budgets - Leads four in-house and freelance partners

Background

Started as a copywriter before earning a PMP and shifting into strategy. His blend of creative and project management informs his drive for transparent collaboration.

Needs & Pain Points

Needs

1. Shared dashboards with customizable views 2. Role-based access and comment threads 3. Automated stakeholder updates and reports

Pain Points

1. Version confusion across siloed spreadsheets 2. Late feedback loops disrupting campaigns 3. Manual report sharing causing delays

Psychographics

- Values transparent communication among stakeholders - Driven by team alignment and clarity - Advocates for collaborative decision workflows

Channels

1. Asana project integrations 2. Microsoft Teams collaboration 3. Google Analytics shared reports 4. Email stakeholder roundups 5. Agency Slack channels

T

Trend-Tracking Theo

- Age 27, Digital Analyst at boutique agency - MS in Data Analytics - Four years analyzing social media virality - $75K annual salary - Reports to creative and media teams

Background

Wrote a thesis on meme propagation and social network theory, then joined agencies to apply predictive models. This expertise shapes his reliance on real-time trend signals.

Needs & Pain Points

Needs

1. Real-time anomaly and trend detection 2. Predictive analytics with forecast indicators 3. Exportable insights for creative teams

Pain Points

1. Slow anomaly detection missing spikes 2. Inaccurate forecasts wasting ad spend 3. Difficult exports for external analysis

Psychographics

- Obsessed with spotting viral content early - Thrives on predictive insights and forecasts - Curious collaborator seeking new patterns

Channels

1. Twitter trending tracker 2. PulseBoard AI alerts 3. Reddit subreddit monitors 4. Data Studio trend reports 5. Email anomaly digests

Product Features

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

Data Populator

Automatically fills campaign templates with industry-relevant sample data, allowing users to visualize realistic metrics and design elements without manual import. This accelerates setup and helps users understand dashboard functionality at a glance.

Requirements

Template Recognition Module
"As a marketing manager, I want the system to automatically recognize my campaign templates so that I don’t have to manually configure placeholders and can start seeing realistic sample data immediately."
Description

Develop an AI-driven engine that automatically identifies and parses campaign template structures in PulseBoard, extracting placeholders and required data fields. It integrates seamlessly with the existing template system, enabling support for various formats (e.g., email, social media, display ads) without manual configuration. The engine maps detected placeholders to relevant data points, ensuring accurate placement of sample metrics. This functionality accelerates template setup, reduces user intervention, and enhances onboarding speed.

Acceptance Criteria
Email Template Structure Recognition
Given a user uploads an email campaign template file When the Template Recognition Module processes the file Then it automatically identifies at least 90% of defined placeholders and extracts corresponding data field definitions without manual input
Social Media Ad Format Parsing
Given a user selects a social media ad template When the module parses the template Then it correctly maps headline, image, description, and call-to-action placeholders to sample data points with zero mismatches
Display Ad Placeholder Mapping
Given a display ad template imported in PNG or HTML format When the engine parses the template Then all placeholder regions (e.g., headline, price, image) are detected and linked to industry-relevant sample metrics within 5 seconds
Multi-format Batch Processing
Given a batch of mixed-format templates uploaded simultaneously When the system runs batch recognition Then each template is processed in parallel, placeholders extracted, and mapping logs generated for all templates with an overall success rate of at least 95%
Error Handling for Unsupported Formats
Given a user uploads an unsupported file format When the engine attempts to parse the template Then it returns a clear, user-friendly error message specifying unsupported format and suggests supported formats
Dynamic Data Injection
"As a new user, I want the templates to be automatically filled with realistic sample metrics so that I can understand how my dashboard will look and perform without importing real data."
Description

Implement a mechanism to automatically populate identified placeholders within templates with industry-relevant sample data based on template context. The system retrieves sample metrics—such as clicks, impressions, and conversion rates—from a curated data library and injects them into template fields in real time. Customization rules allow adjustments to data distribution, timeline, and volume to mimic realistic campaign performance patterns. This ensures users gain immediate, contextually relevant insights into dashboard functionality, significantly reducing setup time.

Acceptance Criteria
Placeholder Detection on Template Load
Given a user opens a campaign template When the template loads Then the system identifies all data placeholder fields and highlights them
Sample Data Mapping Retrieval
Given identified placeholders and selected industry context When the Data Populator module is invoked Then the system retrieves matching sample metrics from the curated library within 2 seconds
Real-Time Data Injection on Preview
Given retrieved sample metrics When the user previews the dashboard Then sample data is injected into corresponding placeholders and dynamic charts update instantly
Customization Rule Adjustment
Given default data distribution rules When a user adjusts the timeline and volume settings Then all placeholders update to reflect the new customization parameters
Handling Missing Metrics
Given a placeholder with no matching sample data When data injection runs Then the system displays a 'Data Unavailable' indicator and logs a warning message
Industry Dataset Repository
"As a marketing manager, I want to select an industry dataset so that the sample data reflects benchmarks and visuals relevant to my business sector."
Description

Build and maintain a repository of sample datasets categorized by industry verticals—such as ecommerce, finance, healthcare, and technology. Each dataset includes realistic campaign metrics, imagery, and design elements aligned with industry benchmarks. The repository supports easy extension and updates as industries evolve, ensuring comprehensive coverage of use cases. Integration with the data injection engine makes relevant datasets immediately available for each template, improving onboarding accuracy and user satisfaction.

Acceptance Criteria
Ecommerce Industry Dataset Retrieval
Given a marketing manager selects the ecommerce vertical in the dataset repository When they browse available datasets Then the repository displays at least three sample ecommerce datasets featuring realistic campaign metrics, imagery, and design elements aligned with industry benchmarks within 2 seconds
Finance Industry Dataset Retrieval
Given a user chooses the finance vertical When they request sample data for a finance campaign template Then the system returns a dataset containing at least five key financial metrics, corresponding imagery, and design assets matching finance benchmarks
Healthcare Industry Dataset Update Capability
Given an administrator uploads a new healthcare dataset version When the dataset is validated against predefined schema rules Then the repository accepts and lists the updated healthcare dataset within 5 minutes, and triggers a notification of successful update
Technology Industry Dataset Extension
Given a product manager requests addition of a new technology sub-vertical dataset When they submit industry benchmark parameters and sample assets Then the repository creates a new dataset entry categorized under technology, validates asset conformity, and makes it available for template injection
Dataset Integration with Data Injection Engine
Given a user opens any campaign template When they click “Populate with Sample Data” Then the data injection engine retrieves the correctly categorized industry dataset, populates all template fields (metrics, imagery, design elements) without errors within 3 seconds
Real-Time Data Refresh
"As a marketing manager, I want to refresh the sample data in my template on demand so that I can explore different performance scenarios and test dashboard interactions."
Description

Create a service to enable on-demand refreshing of sample data within templates, allowing users to update metrics and visuals instantly. The service supports configurable refresh intervals and manual triggers, ensuring data remains dynamic during demos and testing. Integrate this feature into the dashboard UI with a “Refresh Sample Data” control and status indicators. Real-time refresh helps users explore different performance scenarios and demonstrates PulseBoard’s dynamic capabilities.

Acceptance Criteria
Manual Refresh Trigger from Dashboard UI
Given the user clicks the “Refresh Sample Data” button, when the request is sent to the refresh service, then the sample data and visuals must update within 5 seconds and a success notification must appear.
Configurable Auto-Refresh Interval Application
Given the user sets a refresh interval of N minutes in settings, when the interval elapses, then the service must automatically refresh the sample data, update the dashboard visuals, and reset the interval timer.
Refresh Status Indicator Display
Given a refresh is initiated (manual or auto), when the service begins processing, then the UI must show a loading indicator, and upon completion, display the timestamp of the last successful refresh.
Data Consistency After Refresh
Given the sample data source has been updated on the backend, when a refresh is performed, then the dashboard’s displayed metrics and visuals must match the updated source values within acceptable tolerances.
Error Handling During Data Refresh
Given a network or service failure occurs during refresh, when the refresh request fails, then the UI must display an error message, revert any partial updates, and set the status indicator back to idle.
Sample Data Editor
"As a marketing manager, I want to edit the sample data in my templates so that I can simulate specific campaign outcomes and better understand dashboard behavior."
Description

Provide an in-app editor for users to view and modify injected sample data directly within the interface. The editor displays key metrics in both tabular and chart formats, allows manual adjustments, and offers a “Reset to Default” option. All changes are reflected immediately in the template preview, giving users the flexibility to tailor sample data to specific scenarios and improving clarity during setup and demonstrations.

Acceptance Criteria
Viewing Sample Data in Tabular Format
Given the user navigates to the Sample Data Editor When sample data is loaded Then all key metrics are displayed in a table with correct values
Viewing Sample Data in Chart Format
Given the user switches to chart view When sample data is loaded Then key metrics are visually represented in charts that accurately reflect the table values
Manual Adjustment of Sample Data
Given the user edits a metric cell in the table or a data point in the chart When the user confirms the change Then the sample data updates accordingly and the template preview reflects the updated value immediately
Reset to Default Sample Data
Given the user modifies one or more sample data values When the user clicks "Reset to Default" Then all sample data values revert to the original defaults and the template preview updates to show default data
Consistent Data Synchronization Between Editor and Template Preview
Given any change in the Sample Data Editor When the change is made Then the template preview refreshes in real-time to reflect the latest sample data values without manual page reload

Progress Pathfinder

Interactive progress bar that highlights completed, in-progress, and upcoming steps. Users can jump directly to any stage, ensuring a clear roadmap through setup tasks and guaranteeing a full configuration in under five minutes.

Requirements

Setup Step Visualization
"As a small business marketing manager, I want to see a clear, color-coded progress bar indicating which setup steps are completed, in progress, or upcoming so that I can quickly understand and complete my configuration without confusion."
Description

This requirement focuses on rendering an interactive progress bar where each step is clearly delineated and visually distinct based on its status (completed, in-progress, upcoming). It should integrate seamlessly within the PulseBoard dashboard, using color coding, icons, and labels to communicate progress. The bar must provide users with an at-a-glance understanding of their setup progress and encourage completion by highlighting pending tasks. It will enhance user engagement by making the configuration process intuitive and transparent.

Acceptance Criteria
First-Time User Onboarding
Given a new user accesses the dashboard setup, when the progress bar is rendered, then it displays all defined setup steps in order with the first step highlighted as in-progress and the remainder marked as upcoming.
Partially Completed Setup Display
Given a user has completed one or more setup steps, when they view the progress bar, then completed steps show a green color with checkmark icons, the current step is highlighted in blue, and upcoming steps are greyed out.
Step Navigation Interaction
Given the progress bar is visible, when a user clicks on any completed or upcoming step icon or label, then the interface navigates directly to the corresponding setup panel without reloading the page.
Real-Time Status Update
Given a user completes a setup task, when the task is marked complete, then the progress bar immediately updates the step’s status to completed (green with checkmark) and advances the in-progress highlight to the next step.
Mobile Responsiveness
Given the dashboard is accessed on a mobile device, when the viewport width is below 600px, then the progress bar remains visible, is horizontally scrollable, and all step icons and labels remain legible and tappable.
Step Navigation Controls
"As a marketing manager, I want to click on any step in the progress bar to navigate directly to that configuration task so that I can work on specific setup items out of order if needed."
Description

Provide clickable controls on the progress bar that allow users to jump directly to any setup step. Each segment of the progress bar should be interactive, enabling direct access to the corresponding configuration screen. This will streamline the user flow by reducing the number of clicks and eliminating the need to follow a rigid linear path, thus ensuring rapid onboarding.

Acceptance Criteria
Direct Step Access via Progress Bar
Given the user views the progress bar, when they click on any step segment, then the corresponding setup screen loads immediately within 1 second.
Highlighting Current, Completed, and Upcoming Steps
When the progress bar is displayed, the current step is visually highlighted, completed steps show a checkmark, and upcoming steps are greyed out.
No Data Loss on Step Jump
Given the user has entered data in the current step form, when they jump to another step via the progress bar, then all previously entered data is preserved and accessible upon return.
Keyboard Accessibility for Step Navigation
Given the user navigates via keyboard, when they tab to a progress bar segment and press Enter, then the user is taken to the corresponding setup screen.
Mobile Responsiveness of Progress Bar Controls
When the user accesses the progress bar on a mobile device, then each step segment is touch-responsive and directs to the correct setup screen without horizontal scrolling.
Real-Time Progress Tracking
"As a manager, I want the progress bar to update instantly when I complete a task so that I have immediate feedback on my progress and can plan my remaining steps."
Description

Implement functionality to update the progress bar in real time as users complete tasks. Changes to settings or completion flags must immediately reflect on the progress bar without requiring page reloads. This dynamic update will provide instant feedback, reinforcing progress and reducing the cognitive load associated with manual refreshes.

Acceptance Criteria
Instant Task Completion Reflection
Given a user marks a setup task as complete, When the completion flag is set, Then the progress bar updates to show the task as completed within 500ms without a page reload.
Immediate Settings Update Reflection
Given a user changes a configuration setting affecting progress, When the setting is saved, Then the progress bar must adjust the completed and upcoming steps immediately without requiring any manual refresh.
Step Navigation Real-Time Feedback
Given a user jumps to a different setup stage via the progress bar, When the new step is selected, Then the progress bar updates to highlight the current, completed, and upcoming steps instantly.
Concurrent User Progress Synchronization
Given two users update tasks for the same configuration, When either user completes or modifies a task, Then both users’ progress bars reflect the combined progress in real time without conflicts or delays.
Network Failure Rollback Feedback
Given a network error occurs during a task update, When the update fails, Then an error message is displayed and the progress bar reverts to the last known valid state immediately.
Step Status Persistence
"As a user, I want my progress to be saved so that I can log out and return later without losing track of which setup steps I've completed."
Description

Ensure that the status of each setup step persists across sessions and devices. Completed, in-progress, and upcoming states should be stored in the backend and retrieved upon login, maintaining continuity in the user’s configuration journey. This persistence will allow users to resume their setup at any time without losing their progress.

Acceptance Criteria
Resume Setup on New Device
Given the user has completed step 3 and is in-progress on step 4 in a previous session When the user logs in on a new device Then steps 1-3 are shown as completed, step 4 is marked in-progress, and remaining steps as upcoming.
Persist In-Progress Step After Logout
Given the user is in the middle of step 2 When the user logs out and logs back in Then step 2 remains marked as in-progress and the user resumes at the correct point.
Complete Step Status Display
Given the user has completed steps 1 and 2, is in-progress on step 3, and has not started steps 4-6 When viewing the progress path Then steps 1-2 display with a checkmark, step 3 is highlighted as current, and steps 4-6 are greyed out as upcoming.
Multi-Device State Sync
Given the user updates step 5 to completed on device A When the user views the progress path on device B within 1 minute Then step 5 displays as completed without requiring a manual refresh.
Offline Status Display
Given the backend API is temporarily unavailable When the user logs in Then the application displays the last known step statuses from local cache and flags data as potentially stale.
Accessibility and Responsiveness
"As a user with accessibility needs, I want the progress bar to be keyboard-navigable and screen reader–friendly so that I can complete setup tasks independently."
Description

Design the progress bar to be fully accessible and responsive across devices and assistive technologies. It should meet WCAG 2.1 AA guidelines, including appropriate color contrast, keyboard navigation, and screen reader support. The layout should adapt fluidly to desktop and mobile viewports, ensuring usability for all users.

Acceptance Criteria
Keyboard Navigation for Progress Steps
Given focus is on the progress path, when the user presses Tab, then focus moves sequentially through each step; given a step is focused, when the user presses Enter or Space, then the interface navigates to the selected step; focus order matches the visual order.
Screen Reader Announcement of Progress State
Given a progress step is marked completed, in-progress, or upcoming, when a screen reader user navigates to the progress bar, then the screen reader announces the step number, label, and status accurately using appropriate ARIA roles and properties.
Color Contrast Verification in Desktop and Mobile
All text and UI icons within the progress bar maintain a minimum color contrast ratio of 4.5:1 against their background on desktop (viewport ≥1024px) and mobile (viewport ≤480px) devices.
Responsive Layout on Mobile Viewports
Given the viewport width is ≤480px, when the progress bar renders, then it adapts to a vertical orientation ensuring all step labels are fully visible without horizontal scrolling and have at least 16px of padding.
Touch Interaction Support
Given the user interacts via touch input, when a user taps on any progress step, then the touch target area is at least 44x44px and the application navigates to the tapped step without delay.

Contextual Coach

Intelligent, real-time tooltips and best-practice tips appear exactly when users need guidance. This feature reduces confusion, offers industry insights, and links to deeper resources, making the learning curve smooth and efficient.

Requirements

In-App Tooltip Triggering
"As a marketing manager, I want informative tooltips to appear right when I hover over unfamiliar interface elements so that I can understand their purpose and use them correctly without searching external documentation."
Description

Implement contextual tooltips that dynamically appear when users hover over or focus on UI elements related to campaign setup, analytics, and alert configurations. These tooltips should provide concise explanations, examples of best practices, and guidance tailored to the current workflow step, reducing user confusion and speeding up task completion without leaving the dashboard.

Acceptance Criteria
Hover Over Campaign Name Field
Given the user hovers over the campaign name input during setup, When the hover state persists for at least 500ms, Then a tooltip appears adjacent to the field displaying a concise explanation of the campaign name purpose, an industry best practice example, and a link to deeper resources.
Focus on Analytics Metric Label
Given the user tabs into or clicks on an analytics metric label in the dashboard, When the element gains focus, Then a tooltip displays the metric’s definition, calculation method, and recommended threshold values.
Tooltip Dismissal via Click
Given a tooltip is visible on the screen, When the user clicks the close icon or anywhere outside the tooltip, Then the tooltip disappears immediately and does not reappear until the next hover or focus event.
Contextual Best-Practice Suggestions
Given the user is configuring an alert rule, When they hover over the alert condition dropdown, Then the tooltip dynamically shows a best-practice suggestion relevant to the selected channel and past performance data.
Tooltip Performance Threshold
Given any tooltip is triggered by hover or focus, When it is rendered, Then the tooltip must appear within 200 milliseconds and must not cause any UI lag or layout shift.
Best-Practice Library Integration
"As a campaign strategist, I want to see best-practice recommendations specific to my campaign type so that I can optimize settings for better performance based on proven industry insights."
Description

Integrate a library of industry-specific best-practice tips and recommendations that can be surfaced contextually within the dashboard. The system should match user actions and campaign types to relevant tips, offering insights drawn from marketing standards and PulseBoard analytics to guide users toward optimal configurations and strategies.

Acceptance Criteria
Campaign Creation Tip Suggestion
Given a user has selected a campaign type and is configuring campaign settings, When the user’s selections match an industry best practice, Then a contextual tip appears displaying the recommendation with a concise explanation and a link to the detailed resource within 2 seconds.
Tip Persistence on Dashboard Navigation
Given a tip is displayed for a user action, When the user navigates to a different dashboard section and then returns, Then the same tip remains visible until the user acknowledges or dismisses it.
Industry-Specific Recommendations Matching
Given the user’s campaign is tagged with an industry category, When the system retrieves best-practice tips, Then only tips relevant to that industry and campaign type are shown, with no unrelated tips visible.
User Dismissal and Reengagement of Tips
Given a user dismisses a tip, When the user performs the same action again after 24 hours, Then the system re-displays the tip once with a prompt indicating it was previously dismissed.
Tip Resource Link Accessibility
Given a contextual tip includes a link to deeper resources, When the user clicks the link, Then the system opens the resource in a new tab and ensures the resource loads within 3 seconds.
AI-Powered Context Recognition
"As a marketing analyst, I want the system to automatically detect when I might be making a configuration error so that I receive guidance immediately and avoid costly mistakes."
Description

Leverage AI models to analyze user behavior, campaign metadata, and dashboard interactions in real time, determining when to trigger contextual coach interventions. The system should recognize common pain points, errors, or inefficiencies and proactively surface tooltips or deeper resources to address them before they escalate into user frustration.

Acceptance Criteria
Error Recognition and Tooltip Trigger
Given a user interacting with a campaign dashboard and an AI-detected error in campaign configuration; When the system identifies the error threshold being exceeded; Then a contextual coach tooltip appears within 2 seconds offering a solution link to the relevant resource.
Metadata Consistency Alert
Given new campaign metadata imported from an external channel; When AI detects that metadata fields are incomplete or inconsistent with best practices; Then the contextual coach displays an inline alert highlighting missing fields and provides a one-click option to auto-fill recommended values.
Navigation Loop Assistance
Given a user navigates between more than three dashboard widgets within a 30-second window; When repeated navigation patterns suggest confusion; Then the contextual coach surfaces a tooltip suggesting relevant shortcut links and best-practice navigation tips.
Cross-Channel Anomaly Notification
Given campaign performance metrics are pulled from multiple channels; When AI detects an anomaly exceeding a 20% variance between channels for the same metric; Then a contextual coach alert appears, summarizing the discrepancy and linking to detailed diagnostic resources.
Idle Session Guidance
Given a user remains inactive on a dashboard page for more than 60 seconds after initial load; When AI infers potential confusion or hesitation; Then the contextual coach gently prompts the user with a tip or resource for next steps relevant to the current context.
Resource Linking Panel
"As a busy marketing manager, I want direct access to detailed guides and video tutorials from within the tooltip so that I can dive deeper into topics without disrupting my workflow."
Description

Design a dedicated panel within the contextual coach tooltip interface that provides quick links to deeper resources such as detailed help articles, tutorial videos, and community forum threads. This panel should open in a side drawer or modal, keeping users in context while offering easy navigation to expanded content when they need more in-depth information.

Acceptance Criteria
Accessing Resource Panel from Tooltip
Given the contextual coach tooltip is visible, when the user clicks the “More Resources” link, then a side drawer opens displaying the Resource Linking Panel within 300ms.
Navigating Links within Resource Panel
Given the Resource Linking Panel is open, then the panel lists at least three resource types (help article, tutorial video, forum thread), each with a descriptive label and clickable link that navigates to the correct URL.
Resource Panel Modal Launch and Close
When the user clicks the close (X) icon or outside the drawer area, then the Resource Linking Panel closes and focus returns to the original tooltip without page reload or loss of application state.
Responsive Resource Panel Layout
Given the application is viewed on screens <480px wide, then the Resource Linking Panel occupies 100% screen width; on screens ≥1024px wide, it occupies 30% of the viewport width and remains scrollable if content exceeds viewport height.
External Resource Navigation Behavior
When the user clicks any external resource link in the panel, then the link opens in a new browser tab, and the original application state remains unchanged in the current tab.
User Feedback Mechanism
"As a power user, I want to provide feedback on the relevance of each tooltip so that PulseBoard can improve its guidance over time and better serve my workflow."
Description

Incorporate a lightweight feedback mechanism within each contextual tooltip, allowing users to upvote, downvote, or comment on the usefulness of the guidance provided. Collect this feedback to refine tip relevance, improve AI models, and ensure the contextual coach evolves with user needs and real-world usage patterns.

Acceptance Criteria
Tooltip Feedback Submission
Given a user views a contextual tooltip When they click the upvote or downvote button Then their vote is recorded in the system and the vote count displayed in the tooltip updates accurately within 2 seconds
Tooltip Comment Submission
Given a user selects the comment option in a contextual tooltip When they enter text and submit the comment Then the comment is saved to the database, displayed beneath the tooltip, and the input field resets
Feedback Data Recording
Given users submit upvotes, downvotes, or comments When feedback is sent to the backend Then each feedback entry is stored with user ID, timestamp, tooltip ID, and feedback type without data loss
Real-time Feedback Display Update
Given feedback is recorded for a tooltip When another user opens the same tooltip Then the displayed upvote and downvote counts reflect the latest feedback within 5 seconds
Admin Comment Moderation
Given an administrator reviews user comments When they flag or remove a comment Then the comment is no longer visible to end users and a record of the moderation action is logged

Dashboard Preview

Live preview pane updates in real time as users configure campaign settings. Users can instantly see how their dashboard will look and perform, enabling on-the-fly adjustments and boosting confidence in the final setup.

Requirements

Real-time Preview Rendering
"As a marketing manager, I want to see my dashboard changes update instantly in the preview pane so that I can confirm configurations without wasting time on manual refreshes."
Description

The system should render dashboard configurations instantly in the preview pane as users adjust settings, ensuring immediate visual feedback without manual refresh.

Acceptance Criteria
Widget Layout Update
Given the user adjusts the widget layout settings, When the settings are modified, Then the preview pane updates within 500ms to reflect the new layout without page reload.
Filter Selection Change
Given the user applies a new data filter, When the filter option is selected, Then the preview pane displays the filtered data in real time.
Theme Color Adjustment
Given the user changes the dashboard theme color, When a new color is selected, Then the preview pane immediately reflects the chosen color scheme.
Date Range Modification
Given the user modifies the date range selector, When the dates are updated, Then the preview pane instantly shows data for the new range.
Metric Type Switch
Given the user switches the widget’s metric type, When a different metric is selected, Then the preview pane updates the displayed metric values without delay.
Layout Customization Preview
"As a campaign analyst, I want to drag, resize, and rearrange dashboard widgets in real-time so that I can optimize layout for clarity and relevance on-the-fly."
Description

Provide users the ability to adjust widget positions, sizes, and grid layouts with immediate reflection in the preview, empowering precise arrangement of dashboard elements.

Acceptance Criteria
Repositioning Widgets
Given the dashboard is in edit mode, When the user drags a widget from one grid cell to another, Then the preview pane updates the widget’s position in real time (<=100ms) without a full page reload and the new position persists after saving.
Resizing a Widget
Given the user grabs a widget’s resize handle, When the user drags to adjust width or height, Then the preview pane reflects the new widget dimensions immediately and enforces predefined min/max size constraints.
Grid Layout Configuration Adjustment
Given the user changes grid settings (columns, rows, gutter) in the configuration panel, When the user applies the changes, Then the preview pane re-renders the entire grid layout in real time to match the new settings.
Widget Alignment Snapping
Given the user moves or resizes a widget near grid lines or another widget, When the widget is within 10px of alignment points, Then the preview pane displays snapping guides and auto-aligns the widget to the nearest grid or widget edge.
Reset to Default Layout
Given the user clicks the ‘Reset to Default’ button, When the action is confirmed, Then the preview pane reverts all widget positions, sizes, and grid settings to the system’s default layout instantly.
Theme and Styling Preview
"As a brand manager, I want to apply theme colors and fonts in the preview pane so that I can verify brand consistency before publishing the dashboard."
Description

Allow users to apply color schemes, fonts, and styling options with instantaneous updates in the preview pane, ensuring visual coherence with brand guidelines before finalizing.

Acceptance Criteria
Applying Predefined Color Palette
Given a user selects a predefined color palette in the styling options, when the selection is made, then the preview pane updates within 500ms to reflect the new primary, secondary, and accent colors across all dashboard components.
Custom Font and Size Selection
Given a user chooses a custom font family and font size in the styling panel, when the user confirms the choice, then all text elements in the preview pane render in the selected font and size without requiring a page reload.
Toggling between Light and Dark Mode
Given a user toggles the theme switch between light and dark modes, when toggled, then the preview pane background, text colors, and component styling update immediately to match the chosen mode while maintaining WCAG AA contrast ratios.
Uploading Brand Logo and Alignment
Given a user uploads a brand logo image, when the upload completes, then the preview pane displays the logo in the header area, correctly scaled to fit within 200x200px, centered horizontally, and without distortion.
Configuring Widget Hover and Active States
Given a user sets custom hover and active state colors for dashboard widgets, when the settings are applied, then the preview pane reflects these state styles when the user simulates hovering over and clicking on the widgets.
Responsive Viewport Modes
"As a marketing manager, I want to toggle between desktop and mobile views in the preview so that I can ensure the dashboard looks and functions correctly on all devices."
Description

Support multiple device viewports (desktop, tablet, mobile) in the preview pane, dynamically reflecting configuration changes across breakpoints for cross-device validation.

Acceptance Criteria
Mobile Viewport Layout Adjustment
Given the user selects the mobile viewport mode, when they adjust widget configurations, then the preview pane updates within 200ms to a 375px width layout with no horizontal scroll and all widgets visible.
Tablet Viewport Styling Preview
Given the user selects the tablet viewport mode, when they change color themes or fonts, then the preview pane renders styles accurately at 768px width with correct spacing and no visual clipping.
Desktop Viewport Data Accuracy Validation
Given the user selects the desktop viewport mode, when they modify data filters, then the preview pane updates charts and tables to full 1440px width with correct data and axis labels displayed.
Cross-Breakpoint Widget Synchronization
Given the user adds or removes a widget in one viewport mode, when they switch to another viewport, then the same widget state (added or removed) is reflected across all viewports within 300ms.
Responsive Breakpoint Toggle Consistency
Given the user rapidly toggles between desktop, tablet, and mobile modes, then the preview pane consistently matches each mode’s defined dimensions without delays exceeding 250ms and without layout artifacts.
Validation Feedback Overlay
"As a lean team member, I want to see error and performance warnings in the preview so that I can quickly address configuration issues before finalizing the dashboard."
Description

Highlight configuration errors and performance warnings directly in the preview pane, such as missing data sources or slow-loading widgets, to guide users toward resolution.

Acceptance Criteria
Highlight Missing Data Source Error
Given a widget is configured without a linked data source, When the preview pane renders, Then a red overlay with an error icon appears on the widget, And a tooltip displays “Missing data source” guiding the user to data source settings.
Warn on Slow-loading Widget
Given a widget’s load time exceeds 2 seconds during preview, When the preview pane finishes loading, Then a yellow overlay with a warning icon appears on the widget, And the tooltip displays the average load time and suggestions for performance optimization.
Dynamic Error Update During Configuration
Given a configuration error exists on a widget preview, When the user corrects the setting that caused the error, Then the error overlay disappears within 500ms, And the preview updates to reflect the corrected configuration.
Aggregate Multiple Error Indicators
Given a widget has multiple configuration issues detected, When the preview pane renders, Then a consolidated overlay shows the total number of errors, And on hover, the overlay cycles through each individual error message for user review.
Error Overlay Accessibility Compliance
Given error overlays appear in the preview pane, Then each overlay must include proper ARIA roles, Be keyboard-focusable, And the screen reader must announce the error message when the overlay receives focus.

Live Guide Chat

Embedded AI-powered chat assistant ready to answer setup questions, suggest next steps, and troubleshoot issues instantly. This ensures no user gets stuck, providing personalized support throughout the onboarding process.

Requirements

Step-by-Step Onboarding Guidance
"As a new marketing manager, I want the chat assistant to walk me through each setup step so that I can configure my dashboard without confusion."
Description

Ensure the Live Guide Chat delivers structured, context-sensitive, step-by-step instructions during onboarding, guiding users through each setup phase, highlighting tasks to complete, and confirming actions taken. Integrates with the user’s progress data in PulseBoard to personalize guidance, reducing onboarding time and preventing user drop-off.

Acceptance Criteria
Initial Onboarding Step Delivery
Given a new user opens the Live Guide Chat during onboarding for the first time When the chat session initializes Then the assistant displays the first setup task instructions within 5 seconds And confirms that it will guide through subsequent steps sequentially along the onboarding flow.
Task Completion Confirmation and Next Step Suggestion
Given a user completes a setup task in PulseBoard When the system records task completion Then the Live Guide Chat acknowledges completion within 3 seconds And presents the next task instructions contextually tailored to the user's progress.
Proactive Guidance upon User Struggle
Given a user is inactive or repeats a request for the same setup step three times within 2 minutes When the chat detects potential user struggle Then the assistant proactively offers additional tips or an alternative explanation And provides a link to relevant help documentation.
Personalized Guidance from Progress Data
Given the user's onboarding progress data is available in PulseBoard When the Live Guide Chat session starts or resumes Then the assistant retrieves the user's progress state And customizes the next set of instructions based on partially completed tasks.
User Re-engagement Prompt
Given a user has not interacted with the Live Guide Chat for 5 minutes during an active onboarding session When inactivity threshold is reached Then the assistant sends a friendly prompt asking if help is needed And suggests the next actionable step to continue onboarding.
Error Troubleshooting Assistance
Given the user encounters an error during a setup step When the user describes the error in chat Then the Live Guide Chat provides a relevant troubleshooting solution And logs the error context for analytics within PulseBoard.
Instant Troubleshooting Support
"As a busy user, I want immediate troubleshooting advice from the chat so that I can fix issues quickly without waiting for support."
Description

Enable the chat assistant to diagnose and resolve common technical issues in real time by analyzing user input and system status, offering actionable solutions or configuration adjustments, and linking to relevant documentation. This reduces support tickets and ensures uninterrupted user progress.

Acceptance Criteria
Failed Data Sync Error Diagnosis
Given a user reports a data synchronization failure with a specific error code, when the chat assistant analyzes the error and system logs, then it provides at least one actionable solution, a link to relevant documentation, and a confirmation prompt within 15 seconds.
Authentication Failure Recovery
Given a user receives an authentication error during login setup, when the user shares the error message, then the chat assistant offers step-by-step recovery options including resetting credentials and re-configuring connection settings, provides a documentation link, and confirms successful resolution.
Missing API Key Configuration
Given the system detects a missing or invalid API key, when the user queries the chat assistant with the API key error, then the assistant guides the user through adding or updating the API key configuration, validates the key format, links to the API key setup guide, and confirms the issue is resolved.
Dashboard Load Performance Alert
Given the system flags unusually high load times on dashboards, when a user asks for troubleshooting steps, then the assistant analyzes performance metrics, suggests at least two optimization actions (e.g., reducing data range or checking network connectivity), includes links to optimization documentation, and confirms expected performance improvements.
Unexpected Application Crash Handling
Given a user reports that the dashboard application crashed unexpectedly, when the chat assistant gathers crash logs and system status, then it identifies the root cause, provides a clear explanation, suggests corrective measures, links to relevant troubleshooting documentation, and prompts the user to retry the action.
Personalized Next-Step Recommendations
"As a marketing manager, I want the assistant to suggest my next steps based on what I’ve already done so that I can stay on track and discover useful features."
Description

Monitor the user’s onboarding progress and recommend relevant next actions, features to explore, and best practices tailored to their campaign goals and current setup stage. This enhances user engagement, accelerates adoption of advanced features, and drives successful outcomes.

Acceptance Criteria
First-Time User Setup Progress
Given a user completes the initial campaign creation, when they access Live Guide Chat for next steps, then the assistant suggests at least one next setup action relevant to their current stage within 3 seconds.
Goal-Specific Feature Recommendation
Given a user selects or indicates a marketing goal during onboarding, when requesting next-step suggestions, then the assistant provides at least three features aligned with that goal, each accompanied by a brief best-practice tip.
Incomplete Onboarding Alert
Given a user has not completed onboarding within 48 hours, when they return and open Live Guide Chat, then the assistant proactively highlights pending onboarding steps and recommends the next action with a contextual prompt.
Advanced Feature Adoption
Given a user has used core dashboard features for more than three days, when they initiate a chat with the guide, then the assistant recommends at least one advanced feature the user hasn’t tried, explaining its benefits and how to enable it.
Re-engagement After Inactivity
Given a user hasn’t interacted with the dashboard for seven days, when they open Live Guide Chat, then the assistant provides personalized next-step recommendations based on their last completed steps and campaign performance data to re-engage them.
Seamless Live Agent Escalation
"As a user with a complex problem, I want to be handed off to a live agent without repeating my issue so that I can get expert help quickly."
Description

When the AI assistant cannot address a complex or unusual query, seamlessly transfer the session to a human support agent, preserving the conversation context, notifying the user of expected wait times, and maintaining continuity for high-quality support.

Acceptance Criteria
User Requests Human Assistance
Given the user explicitly requests to speak with a human or selects the escalation option When the AI assistant is unable to resolve the query Then the system displays an option to escalate to a live agent and logs the user’s request for escalation without interrupting the existing chat flow.
System Transfers Context to Live Agent
Given the user’s escalation request is confirmed When the live agent session is initiated Then the entire conversation history up to the point of escalation is transmitted to the agent’s interface intact and in chronological order.
User Receives Estimated Wait Time
Given no live agents are immediately available When the user initiates escalation Then the interface displays an estimated wait time with an accuracy margin of ±10% and updates dynamically if the wait time changes by more than 10%.
Live Agent Continues Conversation Seamlessly
Given the live agent has accepted the escalated session When the agent sends their first message Then the user sees the agent’s name, role, and avatar alongside the existing chat context, ensuring full continuity without requiring the user to repeat information.
Post-Escalation Feedback Prompted
Given the live agent closes the escalated session When the chat window transitions back to summary mode Then the user is prompted to rate their escalation experience on a 1–5 scale and provide optional free-text feedback.
Comprehensive Query Understanding
"As a user, I want the assistant to understand my questions accurately so that I receive helpful and relevant answers."
Description

Implement advanced natural language processing models to accurately interpret diverse user queries, including intent detection, entity extraction, and sentiment analysis, ensuring the chat responds precisely and empathetically, thereby building reliability and user trust.

Acceptance Criteria
Intent Detection for New User Setup Queries
Given a user asks a setup-related question, when the chat assistant processes the query, then the system must detect the user’s intent with at least 95% accuracy.
Entity Extraction in Campaign Data Queries
Given a user requests specific campaign metrics, when the chat assistant analyzes the query, then it must correctly extract all relevant entities (e.g., metric type, date range, channel) with 98% precision.
Sentiment Analysis on User Feedback
Given a user message expressing frustration or satisfaction, when the chat assistant evaluates the sentiment, then it must assign a sentiment score that matches human evaluator consensus at least 90% of the time.
Clarification Prompt for Ambiguous Queries
Given a user submits an ambiguous or incomplete query, when the system detects insufficient context, then the chat assistant must ask at least one clarifying question within 2 seconds.
Contextual Follow-Up Response
Given a follow-up question referencing a previous topic, when the user omits explicit context, then the assistant must infer and reference the original topic correctly in its response with 95% accuracy.
Chat Interaction Analytics
"As a product manager, I want to see analytics on chat interactions so that I can identify common pain points and improve our help content."
Description

Capture and analyze key metrics from chat sessions—such as query categories, resolution rates, response times, and user satisfaction—to integrate with PulseBoard’s analytics dashboard, providing insights into common user challenges and guiding ongoing product improvements.

Acceptance Criteria
Real-time Query Category Logging
Given a chat session ends and user queries are logged, when the analytics engine processes the session, then each query must be assigned to one of the predefined categories with at least 95% classification accuracy.
Response Time Measurement
Given a user message and assistant response pair in a chat session, when the session is stored, then the system must record the timestamp of each message and calculate the response time for each interaction, ensuring values are captured to the nearest second.
Resolution Rate Calculation
Given a set of chat sessions over a 24-hour period, when the resolution status is finalized, then the system must compute the percentage of sessions marked resolved versus total sessions and expose this metric in the analytics data model.
User Satisfaction Scoring
Given a post-chat survey prompt at the end of each session, when a user submits a satisfaction rating, then the system must attach the score to the session record and calculate the average satisfaction per query category.
Analytics Dashboard Integration
Given the PulseBoard analytics dashboard is loaded, when a marketing manager navigates to the Chat Interaction Analytics widget, then the dashboard must display query categories, response times, resolution rates, and satisfaction scores with data no older than 5 minutes.

Threshold Builder

Allows users to define custom spending limits per campaign or ad set using absolute values or percentage-based thresholds. Ensures budgets are tailored to specific goals and risk levels, reducing manual configuration and safeguarding against unexpected overspend.

Requirements

Custom Threshold Definition
"As a marketing manager, I want to define custom spending thresholds for each campaign so that I can ensure budgets align with campaign goals and prevent overspending."
Description

An intuitive interface that allows users to create and configure spending thresholds for individual campaigns or ad sets using either absolute values or percentage-based limits. The feature integrates directly into the campaign settings panel and provides visual feedback on how thresholds will impact budget distribution and performance. By automating the application of user-defined budget rules, it minimizes manual oversight, prevents accidental overspend, and ensures that campaign budgets align precisely with strategic goals.

Acceptance Criteria
Absolute Spending Limit Application
Given a user selects a campaign and enters an absolute spending threshold value When the user saves the threshold Then the system applies the threshold to the campaign budget and displays the updated budget allocation without exceeding the defined limit
Percentage-Based Threshold Configuration
Given a user selects an ad set and chooses to define a threshold as a percentage of the total budget When the user specifies the percentage value and confirms Then the system calculates the absolute limit based on the campaign budget, applies it to the ad set, and shows a confirmation message
Visual Feedback on Threshold Impact
Given a user configures a spending threshold When the threshold value is entered Then the UI immediately displays a visual representation (e.g., gauge or chart) of how the threshold alters the budget distribution and expected performance metrics
Automatic Alert on Threshold Breach
Given a campaign has an active threshold defined When campaign spend reaches or exceeds the threshold Then the system triggers an AI-powered alert notification in the dashboard and via email, indicating the campaign and threshold details
Threshold Input Validation and Error Handling
Given a user enters an invalid threshold value (e.g., negative number, percentage >100%) When the user attempts to save the threshold Then the system blocks the save operation, highlights the input field with an error state, and displays a descriptive validation message
Absolute Threshold Configuration
"As a marketing manager, I want to set absolute monetary limits on campaigns so that I can maintain precise control over spending."
Description

Support for configuring thresholds as absolute monetary amounts, allowing users to specify exact spend caps in supported currencies. The system validates entries against currency formats, enforces minimum and maximum allowable values, and applies thresholds in real time based on incoming spend data. When an absolute threshold is reached or exceeded, the system can automatically pause campaigns or trigger alerts to safeguard budgets.

Acceptance Criteria
User Configures Absolute Spending Threshold
Given the user is on the Threshold Builder and selects Absolute Threshold mode, when they enter a valid monetary amount in the supported currency format and click Save, then the system stores the threshold and displays a confirmation message.
Validation of Currency Format
Given the user inputs a threshold value, when the format does not match supported currency patterns (e.g., incorrect symbol placement or decimal formatting), then the system displays an inline error message and prevents saving.
Enforcement of Minimum and Maximum Threshold Values
Given the user enters a value below the minimum or above the maximum allowable threshold, when they attempt to save, then the system blocks the action and displays a validation error indicating the permissible range.
Real-Time Threshold Monitoring and Application
Given a campaign has an active absolute threshold, when incoming spend data updates in real time, then the system continuously monitors spend against the threshold and updates the status to “Approaching” at 90% and “Reached” at 100%.
Triggering Alerts and Campaign Pauses
Given an absolute threshold is reached or exceeded, when the system detects this condition, then it automatically pauses the campaign (if configured) and sends an alert notification to the user dashboard and via email.
Percentage Threshold Configuration
"As a marketing manager, I want to use percentage-based thresholds relative to budget sizes so that thresholds automatically adapt when budgets change."
Description

Enable users to define thresholds as a percentage of the allocated campaign or ad set budget. The system dynamically calculates threshold values based on current budgets and updates them automatically when budgets are adjusted. Settings support rounding rules, tiered percentages, and integration with spend analytics to ensure users receive accurate, context-sensitive threshold levels as campaigns scale.

Acceptance Criteria
Defining a New Percentage Threshold
Given the user is on the Threshold Builder page and selects percentage-based threshold option When the user enters a valid percentage value (e.g., 15%) for a specific campaign or ad set Then the system calculates the absolute threshold value based on the current budget and displays it to the user And the calculated value respects defined rounding rules (e.g., rounds to two decimal places)
Adjusting Campaign Budget and Updating Thresholds
Given the user has an existing percentage threshold set for a campaign When the campaign budget is increased or decreased by any amount Then the system automatically recalculates and updates the threshold value in real time And the updated threshold is immediately visible in both the Threshold Builder and campaign dashboard
Applying Tiered Percentage Levels
Given the user defines multiple percentage tiers (e.g., 10% for budgets under $1,000; 8% for budgets between $1,000–$5,000; 5% for budgets above $5,000) When a campaign’s budget falls into one of these defined ranges Then the system applies the corresponding percentage tier to calculate the threshold And the applied tier and resulting threshold value are clearly indicated to the user
Rounding Rules for Calculated Thresholds
Given the user specifies a rounding rule (e.g., nearest whole number or two decimal places) When the system calculates the absolute threshold from a percentage value Then the system rounds the result according to the selected rule And the rounded threshold matches expected values for all test cases (e.g., 12.345% of $1,000 = $123.45 when rounding to two decimal places)
Threshold Integration with Spend Analytics Alerts
Given a percentage threshold is set for a campaign When the campaign’s spend reaches or exceeds the calculated threshold value Then the spend analytics engine triggers an AI-powered alert instantly And the alert notification includes threshold details, current spend, and actionable recommendations
Threshold Alert Notifications
"As a marketing manager, I want to receive real-time alerts when spending approaches or exceeds thresholds so that I can take immediate corrective actions."
Description

A robust alerting mechanism that notifies users when spending approaches or breaches defined thresholds. Alerts are configurable by channel—including in-app notifications, email, and SMS—and allow for custom message templates and escalation paths. Integration with AI analytics surfaces recommended actions based on spend trends, ensuring users receive timely, actionable insights to manage budget risks.

Acceptance Criteria
In-App Alert for Approaching Spend Threshold
Given a campaign has spent 80% of its defined threshold, when the system evaluates spend data every 15 minutes, then an in-app notification is displayed on the dashboard notifying the user that the spend is approaching the threshold.
Email Notification on Threshold Breach
Given a campaign spend reaches or exceeds 100% of its threshold, when the breach event is detected, then an email containing the campaign details and breach information is sent to the user’s registered email within 5 minutes.
SMS Escalation for Critical Overspend
Given a campaign spend exceeds 120% of its defined threshold and the user has enabled SMS escalation, when the critical overspend is recorded, then an SMS alert with breach details and next-step instructions is sent to the user’s phone within 2 minutes.
Custom Message Template Applied
Given the user has configured a custom message template with placeholders for campaign name and threshold values, when any alert is triggered, then the notification applies the custom template and replaces placeholders with the actual campaign name and threshold values.
AI-Driven Recommended Action Displayed
Given an alert (approach or breach) has been triggered, when the AI analytics subsystem analyzes recent spend trends, then the notification (in-app, email, or SMS) includes at least one AI-generated recommendation for action.
Bulk Threshold Operations
"As a marketing manager, I want to apply threshold settings in bulk across multiple campaigns so that I can quickly manage large portfolios."
Description

Tools for bulk creation, editing, and deletion of spending thresholds across multiple campaigns or ad sets. Users can import and export threshold configurations via CSV templates, select multiple campaigns in the UI for batch updates, and preview changes before applying. The feature includes undo/rollback capabilities to revert bulk operations if needed, streamlining large-scale threshold management.

Acceptance Criteria
Bulk Threshold Creation via CSV Import
Given a user uploads a valid CSV template with campaign IDs and threshold values, When the import is confirmed, Then the system creates new thresholds for each campaign matching the CSV entries and displays a success message, And the imported thresholds appear in the threshold list with correct values.
Bulk Editing Thresholds in UI
Given a user selects multiple campaigns or ad sets in the UI, When they input a new threshold value and click 'Apply to Selected', Then the system updates thresholds for all selected items in a single operation, And shows a confirmation dialog listing the campaigns updated.
Bulk Deletion with Undo Capability
Given a user selects multiple thresholds and clicks 'Delete', When the deletion is confirmed, Then the system removes the selected thresholds and displays an 'Undo' option, And if the user clicks 'Undo' within 30 seconds, Then the deleted thresholds are fully restored.
Export Threshold Configurations to CSV
Given a user selects one or more campaigns and clicks 'Export to CSV', When the export is processed, Then the system generates a CSV file containing all threshold fields (campaign ID, threshold type, value), And prompts the user to download the file with a timestamped filename.
Preview Bulk Threshold Changes
Given a user prepares a bulk update (via CSV import or UI selection), When they click 'Preview Changes', Then the system displays a summary table showing original and new threshold values for each affected campaign, And any errors or conflicts are clearly highlighted before final confirmation.
Threshold Change Audit Logging
"As a compliance officer, I want to view an audit log of all threshold changes so that I can track who made changes and why."
Description

Comprehensive audit logging that records every threshold creation, modification, and deletion event. Logs capture details including the user responsible, timestamp, previous and new threshold values, and optional change reasons. Audit entries are accessible via a dedicated UI panel with search, filter, and export capabilities, ensuring full transparency and compliance tracking for budget governance.

Acceptance Criteria
Recording New Threshold Creation
Given a user creates a new spending threshold with an absolute or percentage value and optional reason, When the threshold is saved, Then an audit log entry is generated capturing the user ID, timestamp, previous value as null, new value, and provided reason.
Modifying Existing Thresholds
Given a user updates an existing threshold from an old value to a new value, When the update is confirmed, Then the audit log records the user ID, timestamp, original value, updated value, and any change reason provided.
Deleting a Threshold
Given a user deletes a previously set threshold, When the deletion is executed, Then the audit log captures the user ID, timestamp, previous threshold details, new threshold value as null, and optional reason for deletion.
Filtering Audit Logs by User and Date
Given a user applies filters for a specific user and date range in the audit log UI, When the filters are applied, Then only matching log entries appear within two seconds and can be paginated.
Exporting Audit Log Entries as CSV
Given a user selects the export option in the audit log panel, When the export is initiated with current filters, Then a CSV file downloads within five seconds containing all visible entries with correct headers and data.

Smart Pause

Automatically halts only the over-budget portions of a campaign—such as specific channels or ad groups—while keeping other high-performing segments active. Minimizes revenue loss and preserves campaign momentum without a full stop.

Requirements

Real-time Budget Monitoring
"As a marketing manager, I want the system to monitor campaign spending in real time so that I am immediately alerted to any over-budget segments before they drain my budget."
Description

Continuously track and analyze campaign spend across channels and ad groups to detect budget threshold breaches in real-time. This requirement ensures the system can ingest spend data at sub-minute intervals, compare allocations against predefined limits, and identify overspending segments without impacting unaffected parts of the campaign. Integration with existing data pipelines guarantees seamless, low-latency updates to support automated actions.

Acceptance Criteria
Monitoring Spend Within Thresholds
Given the campaign is running and spend data is ingested at sub-minute intervals, when the spend for an ad group reaches 90% of its allocated budget, then the system logs a near-threshold alert within 60 seconds.
Detecting Budget Threshold Breach
Given the system receives spend data, when an ad group exceeds its predefined budget limit, then the system flags the ad group as overspending and triggers Smart Pause action within 30 seconds.
Isolating Over-Budget Segments
Given an ad group is overspending, when the Smart Pause executes, then only the over-budget ad group is paused and unaffected ad groups remain active.
Seamless Data Pipeline Integration
Given spend data is updated in external pipelines, when data is ingested by the monitoring service, then the latency between data generation and system update must be under 60 seconds with 99% reliability.
Continuous Real-Time Dashboard Update
Given the dashboard displays campaign spend, when new spend data is ingested, then the dashboard refreshes spend metrics automatically within 30 seconds and highlights overspending segments.
Granular Campaign Segmentation
"As a marketing manager, I want to define fine-grained budget segments so that only the problematic parts of my campaign are paused, preserving performance elsewhere."
Description

Enable the identification and configuration of distinct budget segments at multiple levels, including channels, ad groups, and individual creatives. This requirement details the need for a flexible UI to define and adjust segmentation rules and metadata storage to maintain segment definitions, empowering users to target and pause only the specific segments that exceed budgets.

Acceptance Criteria
Creating a New Budget Segment
Given the marketing manager accesses the segmentation UI, When they configure a new budget segment specifying channel, budget cap, and name, Then the segment is added to the list of segments and saved to the metadata store.
Editing an Existing Budget Segment
Given an existing budget segment, When the marketing manager modifies the budget cap or segment name and clicks Save, Then the segment details update in the UI and the underlying metadata is updated accordingly.
Persisting Segment Definitions Across Sessions
Given the marketing manager defines multiple budget segments and logs out, When they log back in to the PulseBoard dashboard, Then all previously defined segments are loaded from the metadata store and displayed accurately in the Segments panel.
Automatic Pause of Over-Budget Segments
Given a defined budget segment exceeding its daily budget during a live campaign, When the budget threshold is crossed, Then the system pauses only the campaigns associated with that segment in real time and leaves other segments active.
UI Status Indicator for Paused Segments
Given a segment is paused due to budget exceedance, When the segmentation UI is refreshed, Then the paused segment displays a 'Paused' status indicator with the timestamp of when the pause occurred next to its name.
Automated Pause Execution
"As a marketing manager, I want the system to automatically pause only the over-budget campaign segments so that I don’t lose momentum on other successful segments."
Description

Automatically execute pause actions on over-budget segments while allowing high-performing segments to continue. This should include safeguards such as rate limiting API calls to ad platforms, retry logic for failed requests, and audit logging for all pause operations. The system must gracefully handle partial failures and ensure idempotent execution.

Acceptance Criteria
Over-Budget Segment Pause Execution
Given a campaign segment exceeds its budget threshold, when the monitoring process detects the overage, then the system triggers a pause action for that segment within 2 minutes.
High-Performing Segment Persistence
Given a campaign segment maintains ROI above the defined performance target, when a budget threshold breach occurs elsewhere in the campaign, then the system ensures the high-performing segment remains active and is not paused.
API Rate Limiting Enforcement
The system restricts API requests to ad platforms to no more than 10 calls per second and 600 calls per minute, rejecting or queuing excess requests to prevent rate-limit errors.
Retry Logic Handling
When an API pause request fails due to transient errors, the system automatically retries up to 3 times with exponential backoff intervals of 1s, 2s, and 4s before marking the operation as failed.
Audit Logging Verification
Every pause operation writes an audit log entry containing segment ID, timestamp, API endpoint, request payload, response status, and retry count in the centralized logging system.
Idempotent Execution Guarantee
If a pause request for the same segment is submitted multiple times, the system ensures only the first successful request invokes the external API while subsequent duplicates are ignored.
Alert and Notification System
"As a marketing manager, I want to receive immediate alerts whenever a segment is paused so that I can review the action and make informed decisions quickly."
Description

Provide configurable notifications through email, Slack, and in-app alerts when segments are paused or when budget thresholds approach defined limits. Notifications should include segment details, spend metrics, and links to the dashboard. This requirement covers notification templates, delivery channels, throttling rules, and user preferences management.

Acceptance Criteria
Paused Segment Email Notification
Given a campaign segment is automatically paused due to exceeding budget, when the pause occurs, then the system sends an email notification to the configured address within one minute, containing the segment name, current spend, budget threshold, and a direct link to the segment's dashboard view.
Slack Budget Threshold Alert
Given a campaign segment spend reaches 90% of its budget threshold, when this condition is met, then the system posts a Slack message to the configured channel within two minutes, including segment details, current spend percentage, and a link to the dashboard.
In-App Segment Pause Alert
Given a user is actively viewing the PulseBoard dashboard, when a segment is paused or a budget threshold is breached, then an in-app toast notification appears in real-time showing segment name, status change, spend metrics, and a hyperlink to detailed metrics.
Notification Throttling Enforcement
Given multiple pause events occur for the same segment within a ten-minute window, when notifications are triggered, then the system sends only one consolidated alert per channel for that segment, summarizing all events to prevent notification spam.
User Preference Change Persistence
Given a user updates their notification preferences to disable Slack alerts for budget thresholds, when they save their preferences, then subsequent budget threshold events do not generate Slack notifications for that user, while other enabled channels continue to receive alerts.
Manual Override and Resume Control
"As a marketing manager, I want to manually resume paused segments so that I can reactivate them immediately if conditions improve."
Description

Offer users the ability to manually override automated pauses and resume campaigns or specific segments directly from the dashboard. This requirement includes UI controls for pause/resume, confirmation dialogs to prevent accidental actions, and secure permission checks to restrict override capabilities to authorized roles.

Acceptance Criteria
User Initiates Manual Pause on Over-Budget Ad Group
Given a user with override permissions is viewing an over-budget ad group on the dashboard When the user clicks the 'Pause' button Then the selected ad group is paused immediately, the status indicator changes to 'Paused', and the system logs the action with timestamp
User Resumes Paused Campaign Segment
Given a user with override permissions is viewing a paused campaign segment When the user clicks the 'Resume' button Then the system reactivates the segment, restoring the previous budget settings, updates the status to 'Active', and records the resume action in the audit log
Confirmation Prompt Before Manual Override
Given a user clicks the 'Pause' or 'Resume' control When the control is activated Then a confirmation dialog appears with the message 'Are you sure you want to proceed?' and 'Confirm' and 'Cancel' options, and no action occurs unless 'Confirm' is selected
Unauthorized User Attempts Manual Override
Given a user without override permissions is viewing the dashboard When the user attempts to click the 'Pause' or 'Resume' controls Then the controls are disabled or hidden and an error message 'Insufficient permissions' is displayed
Manual Override Controls Visibility Based on User Role
Given users have different roles assigned When the dashboard loads Then only users with roles 'Campaign Manager' or higher see the 'Pause' and 'Resume' controls, and other roles do not have these controls visible

Alert Center

Centralized notification hub that aggregates real-time budget alerts across channels. Offers configurable delivery via email, SMS, or Slack, prioritizes critical overspend warnings, and provides quick-action links to adjust settings or resume campaigns instantly.

Requirements

Forecast Lens

Delivers predictive spending projections based on historical pacing and current trends. Alerts users when forecasted costs approach or exceed thresholds, enabling proactive adjustments and avoiding mid-cycle budget shocks.

Requirements

Historical Data Aggregation
"As a marketing manager, I want access to clean historical spending data across all channels so that the predictive forecasts are accurate and based on complete records."
Description

The service must collect, normalize, and store campaign spending data from multiple channels over configurable time windows, ensuring accurate historical records for trend analysis and forecasting. It will integrate with existing data pipelines in PulseBoard, maintain data integrity, load at scheduled intervals, and handle missing or inconsistent entries. The outcome is a unified dataset enabling reliable predictive modeling.

Acceptance Criteria
Scheduled Data Ingestion
Given a configured schedule, when the ingestion process runs, then data from all configured channels for the specified time window are collected and loaded into the staging area without missing any expected records.
Data Normalization Verification
Given raw data from multiple channels with varying formats, when normalization rules are applied, then all fields conform to the unified schema (e.g., date format YYYY-MM-DD, currency in USD, standardized channel names) and pass schema validation.
Data Integrity Check
Given newly ingested and normalized data, when integrity checks run, then duplicate entries are removed, missing values are flagged, and inconsistent records are logged to the error report.
Integration with Existing Pipelines
Given the aggregated historical dataset, when it is passed to downstream components, then it is accepted without schema or validation errors and is consumed by the trend analysis module.
Handling Missing or Inconsistent Data
Given incomplete or inconsistent data from a source, when ingestion occurs, then the system applies predefined imputation or exclusion rules, logs the issue to the data quality dashboard, and completes the process without halting.
Time Window Configuration Enforcement
Given a user-specified time window, when data collection runs, then only records within that interval are collected and stored, and historical data outside the period remain unchanged.
Real-time Trend Analysis
"As a marketing manager, I want to see real-time trend analysis of current spend compared to historical pacing so that I can understand how my campaigns are performing right now."
Description

The system will continuously monitor current campaign spend against historical benchmarks, computing real-time trend metrics such as pacing rate and variance. It should integrate with the live dashboard, update trend lines every minute, and support anomaly detection to feed into forecast adjustments. This enhances visibility into spending patterns as they occur.

Acceptance Criteria
Live Dashboard Trend Line Update
Given real-time campaign spend data is available, When the dashboard refreshes every minute, Then the pacing rate and variance trend lines update automatically and display the latest metrics within 60 seconds.
Historical Benchmark Comparison
Given historical spend benchmarks are stored, When current campaign spend is processed, Then the system calculates and displays pacing rate and variance against historical benchmarks on the dashboard within one minute.
Anomaly Detection Alert
Given streaming campaign spend data, When the variance from expected pacing exceeds the defined anomaly threshold, Then an AI-generated alert appears on the dashboard and sends a notification within 30 seconds.
Forecast Adjustment Integration
Given updated real-time trend metrics, When an anomaly or significant trend shift is detected, Then Forecast Lens recalculates spending projections and notifies the user of adjusted forecasts.
Data Refresh Failure Handling
Given a data source outage or API failure occurs, When the dashboard update fails, Then the system displays an error message, retries data fetches every minute, and logs the failure event for diagnostics.
Predictive Budget Projection
"As a marketing manager, I want to receive predictive spending projections so that I can plan budget adjustments before overspending occurs."
Description

Leverage machine learning algorithms to forecast future campaign spending based on historical pacing, current trends, and configurable parameters. Forecasts should be generated at regular intervals (e.g., hourly), presented with confidence intervals, and accessible via the Forecast Lens UI. This feature empowers users to anticipate budget use and adjust strategies proactively.

Acceptance Criteria
Hourly Forecast Generation
Given a campaign with valid historical data and configured parameters, When the system clock reaches each hourly interval, Then the Predictive Budget Projection module must generate a new spending forecast and store it in the database within 2 minutes of the interval.
Forecast Confidence Interval Display
Given a generated forecast, When the user views the forecast in the Forecast Lens UI, Then the system displays the forecast with upper and lower confidence interval bounds at a 95% confidence level and labels them clearly.
Threshold Alert Triggering
Given a forecast and user-defined budget threshold, When the forecasted spend for the upcoming period exceeds the threshold, Then the system sends an alert notification in the UI within 1 minute of detection and logs the alert event.
Parameter Configuration Impact
Given user-adjusted forecast parameters (e.g., seasonality weight, pacing multiplier), When parameters are saved, Then future forecast runs must reflect the new parameter values and update the forecast within one hourly cycle.
API Forecast Accessibility
Given a valid API request with authentication, When querying the /forecast endpoint for a campaign, Then the API returns the latest forecast data with timestamp and confidence intervals in JSON format and HTTP 200 status code within 500ms.
Threshold Alerting System
"As a marketing manager, I want to be alerted when my forecasted spend nears my budget threshold so that I can make adjustments before overspending."
Description

Implement an alerting engine that compares forecasted spending against user-defined budget thresholds and triggers notifications when projections approach or exceed limits. Alerts should be delivered through in-app notifications and email, include relevant context (campaign name, forecasted amount, threshold), and allow one-click navigation to analysis tools. This ensures timely intervention to avoid budget shocks.

Acceptance Criteria
Approaching Threshold Notification
Given a forecasted spend reaches 90% of the user-defined budget threshold When the forecasting engine evaluates the projections Then the system sends an in-app notification and email alert within 60 seconds
Threshold Exceeded Alert
Given a forecasted spend exceeds the user-defined budget threshold When the forecast is updated Then the system triggers a high-priority alert in the app and email once
Notification Contextual Details
Given an alert is dispatched When the user views the notification Then it displays the campaign name, current forecasted amount, and the defined threshold
One-Click Navigation to Analysis Tools
Given the user receives an alert notification When the user clicks the provided link Then the application navigates directly to the campaign’s analysis dashboard
Multiple Channel Notifications
Given an alert condition is met When notifications are generated Then the system delivers them via both in-app message and email without duplication
Threshold Configuration UI
"As a marketing manager, I want to configure budget thresholds for my campaigns so that I receive relevant alerts that align with my financial goals."
Description

Provide an intuitive interface within the Forecast Lens module for users to set and manage budget thresholds at the campaign or portfolio level. The UI should include presets, custom input fields, and validation to prevent invalid entries. Settings should be saved per user and synced across devices, allowing users to tailor alerts to their organizational budget processes.

Acceptance Criteria
Preset Threshold Selection
Given the user opens the Threshold Configuration UI for a campaign, When they select a preset threshold option from the presets dropdown, Then the selected preset value is applied to the campaign threshold field and reflected in the summary panel.
Custom Threshold Input
Given the user chooses to enter a custom threshold, When they input a numeric value within the allowed range and click Save, Then the custom value is accepted, saved to the user’s settings, and displayed in the threshold list.
Invalid Entry Validation
Given the user inputs an invalid threshold value (e.g., negative number, non-numeric, or exceeding max limit), When they attempt to save the entry, Then the UI displays an inline error message detailing the validation rule and prevents saving until corrected.
User-Specific Settings Persistence
Given the user configures thresholds and logs out, When they log back in from the same device, Then their previously saved threshold settings are automatically loaded and applied to each campaign or portfolio.
Cross-Device Sync
Given the user updates threshold settings on one device, When they open the application on a second device with the same account, Then the threshold settings are synchronized and displayed identically without requiring manual refresh.

Bulk Shield Control

Facilitates batch management of budget guard settings across multiple campaigns. Users can duplicate threshold rules, enable or disable spend shields in groups, and monitor overall budget health from a unified interface, saving time on repetitive tasks.

Requirements

Multi-Campaign Selection
"As a marketing manager, I want to select multiple campaigns at once so that I can apply budget shield settings across them efficiently."
Description

Enable users to select multiple campaigns simultaneously from the campaigns list, using checkboxes or multi-select controls, to apply bulk shield operations. This functionality reduces repetitive selection tasks and streamlines batch management workflows within PulseBoard.

Acceptance Criteria
Selecting Multiple Campaigns via Checkboxes
Given the user views the campaigns list, when they click the checkbox next to multiple campaigns, then each selected campaign is highlighted and included in the selected items list.
Select All Checkbox Functionality
Given the user sees a 'Select All' checkbox in the header, when they check it, then all campaigns currently displayed become selected; when they uncheck it, then all selections are cleared.
Shift-Click Range Selection
Given at least one campaign is selected, when the user shift-clicks the checkbox of another campaign, then all campaigns between the first and second are selected.
Deselection of Individual Campaign
Given multiple campaigns are selected, when the user unchecks a campaign’s checkbox, then that campaign is removed from the selection and the selection count is updated accordingly.
Visual Feedback for Selected Campaigns
Given one or more campaigns are selected, when selections change, then the UI highlights selected rows and displays the total number of selected campaigns in the toolbar.
Bulk Enable/Disable Shields
"As a marketing manager, I want to enable or disable spend shields for groups of campaigns in bulk so that I can quickly adjust budget protections without manual repetition."
Description

Provide a bulk control interface that allows users to enable or disable spend shields across all selected campaigns with a single action. The interface should offer confirmation prompts to prevent accidental changes and reflect status updates in real time.

Acceptance Criteria
Bulk Enable Confirmation
Given a user has selected multiple campaigns, When the user clicks the 'Enable Shields' button, Then a confirmation modal displays the number of campaigns selected, listing campaign names, and the 'Confirm' and 'Cancel' actions are available.
Bulk Disable Cancellation
Given a user invokes the 'Disable Shields' action on selected campaigns, When the confirmation modal appears and the user clicks 'Cancel', Then no changes are applied to any campaign shield statuses and the table remains unchanged.
Partial Failure Handling
Given that some campaigns cannot update shields due to API errors, When the user confirms a bulk enable or disable, Then the system applies changes to valid campaigns, marks failed campaigns with an error icon, and displays a summary message indicating the number of successes and failures.
Real-Time Status Update
Given a bulk shield action is in progress, When the action is initiated, Then the UI polls the API at one-second intervals, updating each campaign's shield status within two seconds of completion, and displays a 'Bulk operation completed' notification.
Permission Restriction
Given a user lacks 'Manage Shields' permission, Then the 'Enable Shields' and 'Disable Shields' buttons are disabled with a tooltip explaining insufficient permissions, and no bulk actions can be initiated.
High Volume Bulk Operation
Given the user selects more than 200 campaigns, When confirming a bulk shield action, Then the system processes the operation in batches of 100, displays a progress bar for each batch, completes all batches within 30 seconds, and updates all statuses accordingly.
Threshold Rule Duplication
"As a marketing manager, I want to duplicate threshold rules from a well-performing campaign to others so that I can maintain consistent budget protection standards without recreating rules manually."
Description

Allow users to copy existing budget guard threshold rules from one campaign and apply them to multiple selected campaigns in one operation. The feature should include options to modify thresholds post-duplication and preview changes before confirming.

Acceptance Criteria
Bulk Duplication Initiation
Given a user has selected a source campaign with existing threshold rules and one or more target campaigns, when the user clicks the “Duplicate Rules” button and chooses target campaigns, then a duplication preview modal appears showing the selected source campaign, target campaigns, and the rules to be copied.
Threshold Modification Post-Duplication
Given the duplication preview modal is displayed, when the user modifies threshold values for any of the target campaigns, then the updated values are immediately reflected in the preview with a highlight indicating changes.
Preview Changes Accuracy
Given the user reviews the duplication preview, when multiple threshold rules and target campaigns are listed, then the preview clearly shows original values side-by-side with proposed new values for each campaign and rule.
Successful Batch Application
Given the user confirms the duplication in the preview modal, when the duplication process completes successfully, then all selected target campaigns have the new threshold rules applied exactly as shown, and a confirmation notification displays the count of campaigns updated.
Error Handling for Incompatible Campaigns
Given one or more selected target campaigns lack existing threshold rule support, when the user attempts duplication, then the system prevents duplication for those campaigns, displays an error message listing incompatible campaigns, and proceeds to apply rules to the remaining compatible campaigns.
Consolidated Budget Health Overview
"As a marketing manager, I want a unified budget health overview for selected campaigns so that I can quickly identify potential overspend or underutilization across my portfolio."
Description

Display an aggregated budget health dashboard that provides real-time insights into spend against thresholds across selected campaigns. Include visual indicators, summaries of remaining budgets, and alerts for campaigns nearing or exceeding set thresholds.

Acceptance Criteria
Real-Time Budget Health Refresh
Given the user selects multiple campaigns, when the dashboard loads or auto-refreshes, then the aggregated spend vs. thresholds is updated within 5 seconds of data change.
Threshold Breach Visual Indicator
When any campaign’s spend exceeds its defined threshold, then its budget health indicator turns red and displays an alert icon next to the campaign name.
Remaining Budget Summary Display
Given selected campaigns, when viewing the overview panel, then each campaign’s remaining budget (threshold minus spend) is shown in currency format and matches backend data within a 1% margin.
Alert on Approaching Threshold
When a campaign’s spend reaches 90% of its threshold, then an in-dashboard alert banner appears and a notification email is sent to the user within 2 minutes.
Aggregate Budget View for Multiple Campaigns
Given at least two campaigns are selected, when viewing the dashboard, then a consolidated chart displays combined spend and thresholds for the group, correctly summing values.
Bulk Action Audit Logging
"As a compliance officer, I want to review a log of bulk shield actions so that I can track changes and ensure accountability for budget management activities."
Description

Implement an audit log that records all bulk shield management actions, including the user, timestamp, affected campaigns, and changes made. Provide filtering and export options to support compliance and facilitate troubleshooting.

Acceptance Criteria
Bulk Enable Spend Shields
Given a user initiates a bulk enable action on selected campaigns When the action is confirmed Then an audit log entry is created for each campaign recording user ID, timestamp, campaign ID, action type 'enable', and previous shield status
Duplicate Threshold Rules Applied
Given a user duplicates threshold rules from one campaign to multiple others When the duplication is executed Then audit log entries are generated for each target campaign capturing source campaign ID, target campaign ID, original threshold values, new threshold values, user ID, and timestamp
Export Audit Logs by Date Range
Given a user selects a start and end date for log export When the export action is triggered Then a downloadable CSV file is produced containing all audit logs within the date range with columns: user ID, timestamp, campaign IDs, action type, and change details
Filter Audit Logs by User and Campaign
Given a user applies filters for specific user ID and campaign ID When the filters are applied Then the audit log display shows only entries matching the selected user and campaign, with total count matching filtered results
Audit Entry on Bulk Action Failure
Given a bulk shield management action fails due to invalid campaign IDs When the failure occurs Then a single audit log entry is recorded with user ID, timestamp, list of invalid campaign IDs, error message, and status 'failed'

Reallocation Engine

Suggests and automates reallocation of unused or returned budget to top-performing campaigns or channels. Applies performance-driven redistribution rules to maximize ROI and maintain optimal ad delivery without manual rebalancing.

Requirements

Budget Usage Tracker
"As a marketing manager, I want to view real-time unused budget across all campaigns so that I can understand available funds for optimal reallocation."
Description

Continuously monitor and aggregate unused or returned ad spend across all campaigns and channels, providing real-time visibility into available budget that can be reallocated. This component integrates with each advertising platform’s API to fetch spending data at regular intervals, flagging budget surpluses and ensuring accurate, up-to-date budget pools for redistribution.

Acceptance Criteria
Real-time Budget Data Retrieval
Given the system is connected to an advertising platform API, When the scheduled fetch runs every 5 minutes, Then the system retrieves the latest spending data within 1 minute and updates the budget pool accordingly.
Budget Surplus Identification
Given updated spending data, When there is unused or returned budget across campaigns, Then the system flags any budget surplus exceeding $10 and logs an alert.
Multi-Channel Aggregation Accuracy
Given budget data from multiple platforms, When aggregated, Then the total unspent budget equals the sum of individual platform unspent budgets within a 0.5% variance.
API Failure Handling
Given an API request failure, When the system cannot fetch data from a platform, Then it retries up to 3 times with exponential backoff and logs an error if all attempts fail.
Data Refresh Interval Compliance
Given the data fetch schedule, When the system has run continuously for 24 hours, Then no data refresh interval exceeds 7 minutes and alerts are generated if any fetch is delayed beyond this threshold.
Performance Metrics Integrator
"As a marketing manager, I want unified performance metrics so that the reallocation engine can identify top-performing campaigns."
Description

Fetch and normalize campaign performance indicators (e.g., CTR, conversion rate, ROI) from multiple channels, consolidating them into a unified data model. This requirement ensures the reallocation engine bases decisions on accurate, comparable metrics, enabling cross-channel performance analysis and ranking.

Acceptance Criteria
Successful Campaign Data Retrieval
Given valid API credentials for all configured channels, when the integrator requests performance metrics for active campaigns, then it retrieves CTR, conversion rate, and ROI for each campaign within 5 seconds and stores them without errors.
Normalized Metrics Output
Given raw metrics from multiple channels, when the integrator applies normalization rules, then all CTR and conversion rates are scaled to percentages with two decimal precision and ROI is converted to USD as defined.
Missing Metrics Fallback
When a channel API returns missing or null values for any metric, then the integrator logs a warning, substitutes default values (0% for rates, $0 for ROI), and continues processing without interruption.
Data Model Mapping Integrity
Given incoming normalized metrics, when mapping to the unified data model, then each metric field is correctly mapped to its corresponding schema field with accurate data types and passes schema validation.
Transient API Error Handling
When an API call fails due to a transient error (e.g., HTTP 500 or timeout), then the integrator retries the request up to three times using exponential backoff and logs each attempt; if all retries fail, it records an error state for that channel.
Automated Redistribution Rules Engine
"As a marketing manager, I want the system to automatically redistribute unused budget based on performance rules so that I can maximize ROI without manual adjustments."
Description

Implement a rules-driven engine that applies configurable redistribution algorithms to allocate unused budget toward high-performing campaigns. The engine should support weighted rule sets (e.g., performance thresholds, channel priority), schedule-based triggers, and fail-safes to prevent over-allocation or budget overshoot.

Acceptance Criteria
Scheduled Trigger Execution
Given a daily midnight trigger is configured, when the system clock reaches 00:00, then the engine executes the redistribution algorithm and logs the execution timestamp.
Performance-Driven Redistribution
Given campaign performance data is updated hourly, when the engine runs its hourly evaluation, then it reallocates unused budgets only to campaigns with ROI above the configured threshold.
Fail-Safe Prevention of Budget Overshoot
Given a maximum budget cap is defined, when potential reallocations would exceed the total budget, then the engine stops further reallocations, maintains the budget within the cap, and emits a warning alert.
Weighted Rule Priority Enforcement
Given multiple redistribution rules with assigned weights, when the redistribution runs, then budgets are apportioned to each campaign proportionally to their rule weights.
Manual Override Exclusion
Given a campaign is flagged for manual budget control, when redistribution is performed, then the engine excludes that campaign from all reallocations and logs the exclusion.
Allocation Preferences Configuration
"As a marketing manager, I want to configure reallocation preferences so that the automated engine aligns with my strategic goals."
Description

Provide a user interface for defining and editing reallocation preferences, including performance thresholds, channel weightings, maximum spend caps, and scheduling windows. Preferences should be stored securely and applied by the redistribution engine to tailor automation to individual campaign strategies.

Acceptance Criteria
Setting Performance Thresholds for High-ROI Campaigns
Given the user accesses the Allocation Preferences UI When the user enters a minimum ROI threshold of 150% for Campaign A Then the system saves the threshold, returns a success notification, and reflects the setting in the stored preferences API
Editing Channel Weightings During Peak Hours
Given the user opens the Channel Weightings section between 8 AM and 10 AM When the user adjusts the weighting for Facebook Ads from 30% to 50% Then the UI updates the slider, persists the change on save, and displays the updated weighting in the summary view
Applying Maximum Spend Caps to Budget Allocation
Given the user navigates to Spend Caps configuration When the user sets a daily cap of $500 on Google Ads and clicks Save Then the system validates the cap against campaign budget limits, stores the cap, and applies it in the next allocation cycle
Scheduling Window Configuration for Nighttime Reallocations
Given the user defines a scheduling window from 10 PM to 6 AM When the user saves the schedule Then the system records the time window, displays it in the preferences list, and triggers reallocations only within the specified window
Persisting and Retrieving Saved Preferences
Given a user has previously saved allocation preferences When the user returns to the Allocation Preferences UI Then the system retrieves the saved thresholds, weightings, caps, and windows from secure storage and displays them accurately in the UI
Reallocation Notifications
"As a marketing manager, I want notifications on reallocation events so that I stay informed and can review changes promptly."
Description

Generate real-time alerts and summary reports when reallocations occur or when budget pools exceed configured limits. Notifications should be delivered via email, in-app messages, or Slack integrations, providing details on amounts moved, affected campaigns, and performance impacts.

Acceptance Criteria
Email Notification on Budget Reallocation
Given a budget reallocation occurs and email notifications are enabled When the system reallocates unused or returned budget Then an email is sent within 5 minutes containing reallocation date/time, amount moved, source and destination campaigns, and projected performance impact
In-App Message for Excess Budget Pool
Given a budget pool exceeds the configured limit When the system detects the threshold breach Then an in-app message appears on the user’s dashboard immediately, detailing the pool name, current amount, limit threshold, and timestamp
Slack Integration Alert
Given Slack integration is configured with a target channel When any budget reallocation or pool limit breach occurs Then a formatted message is posted to the Slack channel within 2 minutes, including affected campaigns, amounts moved, performance impact summary, and a link to the detailed report
Daily Reallocation Summary Report
Given a daily summary schedule is active When the scheduled time is reached Then the system generates and delivers a summary report via email or Slack, listing total reallocations, top-performing channels, amounts moved per campaign, and flagged anomalies
Notification Configuration Settings Update
Given a user updates notification preferences (channels, thresholds, and frequencies) When the user saves changes Then the new settings are applied to all subsequent alerts and are persisted to the user’s profile without errors
Manual Reallocation Override
"As a marketing manager, I want to manually override reallocation suggestions so that I can maintain full control over budget distribution."
Description

Allow users to review, approve, modify, or cancel proposed reallocations before execution. The interface should display suggested moves with justifications, enable drag-and-drop adjustments, and support bulk actions for rapid decision-making while preserving audit trails.

Acceptance Criteria
Review Proposed Reallocation
Given the user opens the Manual Reallocation Override interface When suggested reallocations display Then each suggestion shows campaign names, current and proposed budgets, and AI-generated justification.
Bulk Approval Workflow
Given multiple suggestions are selected via checkboxes When the user clicks 'Bulk Approve' Then all selected reallocations are approved in one action with a single confirmation dialog and corresponding audit entries.
Drag-and-Drop Adjustment
Given the user drags a budget block from one campaign bar to another When the drop action completes Then the proposed allocation percentages update dynamically, the total budget remains constant, and the 'Save' button becomes enabled.
Modification with Constraints
Given the user edits a suggested allocation amount manually When the new value violates minimum or maximum allocation rules Then the system prevents saving, displays an inline error message, and highlights the invalid field.
Cancellation Audit Trail
Given the user cancels a suggested reallocation When the cancellation is confirmed Then the suggestion is removed from the pending list and an audit log records the user ID, timestamp, and cancellation reason.

SmartTag Advisor

AI-powered suggestions that recommend relevant tags based on KPI context, historical tag usage, and campaign goals. This feature reduces manual tagging effort, ensures consistent categorization, and helps new team members adopt tagging best practices instantly.

Requirements

Contextual Tag Suggestions
"As a marketing manager, I want AI-generated tag recommendations tailored to my campaign’s key metrics so that I can tag campaigns accurately without manual guesswork."
Description

The system analyzes the current campaign’s KPI context, past performance metrics, and tag taxonomy to generate relevant tag recommendations in real time. It dynamically adapts suggestions based on evolving campaign goals and user feedback, ensuring consistency and reducing manual errors.

Acceptance Criteria
Tag Recommendations Upon Campaign Creation
Given a marketing manager creates a new campaign with defined KPIs and goals, when the campaign creation form is submitted, then the system displays at least five relevant tag suggestions within 2 seconds.
Real-time Tag Updates During Campaign Modifications
Given the user edits campaign goals or KPI settings mid-setup, when changes are saved, then the tag suggestions list automatically refreshes to reflect the new context without requiring a manual refresh.
User Feedback Integration in Tag Suggestions
Given the user accepts or rejects individual tag suggestions, when feedback is provided, then the system adjusts the ranking and selection of subsequent tag suggestions based on aggregated user feedback history.
Historical Performance-Based Tag Suggestions
Given the campaign has historical performance data for similar past campaigns, when generating tag suggestions, then the system prioritizes tags that correlated with above-target KPI outcomes in at least 3 of the last 5 similar campaigns.
Consistent Tag Taxonomy Enforcement
Given the corporate tag taxonomy rules are defined, when tag suggestions are generated, then every recommended tag adheres to the predefined taxonomy hierarchy and no tag is suggested that falls outside the approved taxonomy list.
Historical Tag Usage Insights
"As a marketing analyst, I want to see historical tag usage trends so that I can apply proven tagging strategies to new campaigns."
Description

The feature provides a dashboard view of historical tag usage patterns, highlighting frequently used tags, tag performance correlations, and underutilized tags. It helps teams maintain consistency and learn best practices from past campaigns.

Acceptance Criteria
Frequent Tag Identification
Given the user navigates to the Historical Tag Usage dashboard and selects a 6-month period, When the data loads, Then the dashboard displays the top 10 most frequently used tags with accurate usage counts and percentage of total tagging events.
Tag Performance Correlation Analysis
Given the user selects two tags or a tag and a KPI metric for comparison, When the correlation analysis is executed, Then the system displays a correlation coefficient and a scatter plot illustrating the relationship between tag usage and selected performance metrics.
Underutilized Tag Detection
Given the user sets a usage threshold (e.g., tags used fewer than 5 times), When the dashboard refreshes, Then underutilized tags are listed with usage counts below the threshold and highlighted to draw user attention.
Time Range Filtering
Given the user selects a custom time range via the dashboard’s date picker, When the date range is applied, Then the dashboard refreshes to show tag usage metrics only within that selected period.
Tag Usage Trend Visualization
Given the user enables the trend view option, When the trend graph is rendered, Then the system plots weekly usage counts of each tag over time with distinct colors for easy comparison.
Export Tag Usage Data
Given the user clicks the export button in the Historical Tag Usage view, When the export process completes, Then the system generates and provides a downloadable CSV file containing tag names, usage counts, related KPI correlations, and timestamps.
Campaign Goal Alignment
"As a campaign planner, I want tag recommendations that reflect my campaign goals so that my tagging structure supports targeted objectives."
Description

SmartTag Advisor aligns tag suggestions with defined campaign objectives by mapping goal parameters (e.g., conversion, engagement) to relevant tag sets. This ensures that suggested tags reinforce overarching marketing strategies.

Acceptance Criteria
Conversion Campaign Tag Recommendation
Given a campaign is created with objective set to 'conversion' When the user opens SmartTag Advisor Then the system suggests at least five tags from the defined conversion tag set and top three historically used conversion tags
Engagement Campaign Tag Recommendation
Given a campaign is created with objective set to 'engagement' When the user invokes SmartTag Advisor Then the system recommends at least five engagement-focused tags aligned with past engagement campaign usage
Historical Consistency Validation
Given past campaigns with similar goals exist When SmartTag Advisor generates tag suggestions Then at least 80% of suggested tags must appear in the historical top-10 tag usage list for that goal
Multi-Parameter Suggestion Accuracy
Given a campaign has defined KPI context, historical tag usage, and campaign goals When SmartTag Advisor provides suggestions Then suggested tags must reflect all three parameters and achieve at least 85% relevance accuracy measured by KPI-tag correlation
Audit Logging of Tag Mappings
Given SmartTag Advisor maps goal parameters to tag sets When suggestions are generated Then the system logs the goal-to-tag mapping details with timestamp, user ID, and algorithm version in the audit log
Real-Time Feedback Loop
"As a marketing coordinator, I want the advisor to learn from my edits and campaign outcomes so that its recommendations become increasingly relevant over time."
Description

After tags are applied, the system tracks tag performance and user acceptance of suggestions to continuously refine the recommendation algorithm. It incorporates user edits and success metrics into the model for improved future accuracy.

Acceptance Criteria
Tracking Initial Tag Performance
Given a batch of newly applied tags, when the system logs tag usage data over a 24-hour period, then it stores performance metrics (click-through rate, engagement) for each tag with 99% data accuracy
Incorporating User Edits into Model
Given a user modifies the system’s recommended tags, when the user submits the edited tags, then the system records the original and edited tags and flags the change for model retraining within 48 hours
Adjusting Recommendations Based on Success Metrics
Given historical tag performance data and user acceptance rates, when the recommendation algorithm generates new suggestions, then the suggestions achieve at least a 10% higher acceptance rate compared to the previous model version
Handling Low Acceptance Rate Scenarios
Given a scenario where suggested tags have an acceptance rate below 50% over 100 uses, when detected, then the system triggers an alert and rolls back to the previous model version within 1 hour
Validating Improved Suggestion Accuracy Over Time
Given two consecutive model updates, when comparing suggestions against a standard ground truth set, then the newer model shows a minimum 5% improvement in precision and recall metrics
New User Tagging Onboarding
"As a new marketing team member, I want an interactive tagging tutorial so that I can quickly learn and apply best-practice tags without extensive training."
Description

A guided onboarding flow introduces new team members to tagging best practices via interactive tutorials and examples of recommended tags. It accelerates learning and ensures consistent tag application across users with varying experience levels.

Acceptance Criteria
Tutorial Initialization
Given a new user with no prior tags, When they access the Tagging Onboarding, Then the guided tutorial automatically starts within 2 seconds and displays an introduction to tagging best practices.
Interactive Tag Suggestion
Given the user is in step 2 of the tutorial, When they input a sample KPI context, Then the AI suggests at least three relevant tags ranked by relevance.
Tag Application Validation
Given the user selects a suggested tag during the tutorial, When they confirm the tag, Then the tag is applied to the sample campaign and a confirmation message appears.
Progress Tracking and Feedback
Given the user completes each tutorial step, When they finish step n, Then the progress bar updates accordingly and displays the correct percentage completed.
Tutorial Completion and Badge Award
Given the user completes all tutorial steps, When the final step is finished, Then the system displays a 'Tutorial Completed' badge and logs completion in the user's profile.

QuickTask Launcher

Transforms any tagged metric into an actionable task with one click, allowing users to set assignees, due dates, and priority levels directly from the dashboard. This streamlines workflow handoffs and accelerates issue resolution without leaving the campaign view.

Requirements

Instant Task Initialization
"As a marketing manager, I want to convert a flagged metric into a task with one click so that I can quickly assign and track issues without leaving the dashboard."
Description

Enables one-click conversion of any tagged metric directly into a new actionable task from the campaign dashboard. Upon clicking the tag icon next to a metric, the system opens a task creation modal pre-populated with metric context, reducing manual steps and ensuring accuracy in issue tracking.

Acceptance Criteria
Launching Task Creation Modal from Metric Tag
Given a user is on the campaign dashboard and sees a tagged metric, when the user clicks the metric’s tag icon, then the task creation modal opens.
Pre-Populated Metric Context in Task Modal
Given the task creation modal is open for a tagged metric, then the modal must display the metric name, current value, timestamp, and campaign context fields pre-populated.
Editing and Saving Task Details
Given the task creation modal with pre-populated fields, when the user modifies any field and clicks save, then the modal closes and updates are retained in task details.
Setting Assignees, Due Dates, and Priorities
Given the task creation modal, when the user selects an assignee, chooses a due date, and sets a priority level, then these selections are saved and visible in the created task.
Confirmation of Task Creation Success
Given the user clicks save on the task creation modal, when the task is successfully created, then a confirmation notification appears and the new task is added to the task list with correct metric context.
Dynamic Assignee Selector
"As a marketing manager, I want to assign tasks to team members from a dropdown so that responsibilities are clearly defined and accountability is established immediately."
Description

Provides an auto-complete dropdown list of team members within the task creation modal, allowing users to assign tasks to appropriate stakeholders instantly. Integrates with the organization's user directory to fetch real-time availability and role information, ensuring efficient task delegation.

Acceptance Criteria
Autocomplete Matching Team Members
Given the user inputs at least two characters into the assignee field, when the system queries the user directory, then the dropdown displays up to 10 matching team members sorted by relevance, showing each member’s name and role.
Selecting an Assignee
Given the dropdown list is displayed, when the user clicks on a team member, then the selected member’s name populates the assignee field and the task modal reflects the assignment immediately.
Handling No Results Found
Given the user’s input does not match any directory entries, when the directory returns zero results, then the dropdown displays a single entry stating "No users found" and disables the selection action.
Displaying Real-Time Availability
Given the dropdown list is populated, when each team member is displayed, then an availability indicator (online, busy, offline) is shown next to their name and updates within 10 seconds of any status change.
Network Delay and Error Handling
Given the user opens the assignee dropdown, when the directory query exceeds 3 seconds, then a loading spinner is shown; if the query fails or times out after 10 seconds, an error message "Unable to load team members" is displayed.
Interactive Due Date Picker
"As a marketing manager, I want to set a due date for each task using a calendar picker so that deadlines are clearly defined and respected."
Description

Incorporates a calendar-based date picker in the task modal for selecting due dates. Supports manual input, quick-select options (e.g., today, tomorrow, next Monday), and validation against campaign deadlines, preventing scheduling conflicts and improving deadline management.

Acceptance Criteria
Manual Date Entry Validation
Given the task modal is open, when the user enters a due date manually in YYYY-MM-DD format within the campaign's date range, then the date is accepted and displayed in the due date field; otherwise, an inline error message is shown.
Quick-Select Option Functionality
Given the task modal is open, when the user selects 'Tomorrow,' 'Today,' or 'Next Monday' from quick-select options, then the due date field updates to the correct date accordingly.
Campaign Deadline Enforcement
Given the campaign has an end date, when the user chooses or enters a date after the campaign deadline, then the system prevents the selection and displays 'Due date must not exceed campaign deadline'.
Keyboard Navigation Support
Given the date picker pop-up is active, when the user navigates dates using arrow keys and presses Enter, then the highlighted date is selected and applied to the due date field.
Empty or Invalid Date Handling
Given the user clears the due date field or inputs an invalid format, when the user attempts to save the task, then the system blocks the action and shows 'Please enter a valid due date' next to the field.
Priority Level Configuration
"As a marketing manager, I want to assign priority levels to tasks so that my team can focus on the most urgent issues first."
Description

Allows users to set priority levels (e.g., High, Medium, Low) within the task creation modal. Priority labels impact sorting and alerting rules, ensuring urgent tasks are highlighted in dashboards and notifications. Defaults can be configured per user role to streamline task creation.

Acceptance Criteria
Default Priority Configuration for User Roles
Given a user with a predefined role, when the task creation modal opens, then the priority field defaults to the role’s configured level.
Priority Sorting in Task List
Given multiple tasks with High, Medium, and Low priorities, when viewing the task list, then tasks are sorted in descending order of priority: High first, then Medium, then Low.
Priority-Based Alert Generation
When a High priority task is created, then an AI alert is generated immediately and delivered to the user’s notification channel with a high urgency tag.
Priority Label Visibility on Dashboard
Given tasks on the campaign dashboard, each task displays a colored priority label (e.g., red for High, orange for Medium, green for Low) adjacent to its title.
Updating Priority Level Overrides Default
When a user manually selects a different priority level in the task modal, then the chosen priority is saved and displayed on the task, overriding the default for that task.
Automatic Task Notification
"As an assigned team member, I want to receive notifications when a new task is created so that I am immediately aware of my responsibilities."
Description

Automatically sends notifications (email, in-app) to assigned users once a task is created. Notifications include task details, due date, and priority, with direct links to the dashboard. Ensures prompt awareness and reduces manual follow-up.

Acceptance Criteria
Email Notification Delivery
Given a user assigns a task via QuickTask Launcher When the task is created Then an email notification is sent to the assignee’s registered email within 60 seconds
In-App Notification Appearance
Given a user is logged into PulseBoard When a new task is created via QuickTask Launcher Then an in-app notification badge appears and the notification count increments by one
Notification Content Accuracy
Given a notification is generated When the recipient views the notification Then it displays the task title, assignee name, due date, priority level, and a direct link to the task details
Notification Link Navigation
Given a user receives a notification When the user clicks the notification link Then the dashboard opens directly to the corresponding task’s detail view
Priority-Based Notification Handling
Given a High priority task is created When the notification is sent Then the subject line and visual indicators in both email and in-app notification clearly denote High priority
Unified Task Dashboard Sync
"As a marketing manager, I want tasks created from the dashboard to appear in the central Tasks view so that I can track progress in one place."
Description

Ensures all tasks created via QuickTask Launcher sync seamlessly with the central Tasks dashboard in real-time. Includes two-way updates: any changes in the central dashboard reflect in the original metric context and vice versa, maintaining consistency across views.

Acceptance Criteria
Metric-initiated Task Creation Sync
Given a user creates a task via QuickTask Launcher on a metric, when the task is saved, then the task appears in the central Tasks dashboard with matching title, assignee, due date, and priority within 2 seconds.
Central Dashboard Task Edit Reflection
Given a task’s details (assignee, due date, priority) are modified in the central Tasks dashboard, when the changes are saved, then the corresponding task in the original metric context displays the updated details within 2 seconds.
Task Completion Status Consistency
Given a task is marked complete in either the metric context or the central dashboard, when the completion is saved, then the task’s status is updated to ‘Completed’ in both views and removed from the active tasks list.
Real-time Sync Latency
Given any creation, update, or deletion of a task in one view, when the operation completes, then the change is reflected in the other view with a maximum latency of 2 seconds.
Conflict Resolution Handling
Given simultaneous updates to the same task from the metric context and central dashboard, when both updates are submitted, then the system applies the last submitted change and displays a conflict notification to both users.

Threaded Comment Streams

Enables inline, threaded conversations on tagged metrics, keeping discussions organized and context-rich. Team members can reply, mention colleagues, and attach files within each thread, eliminating scattered feedback and ensuring all communication stays tied to the relevant KPI.

Requirements

Inline Thread Initiation
"As a marketing manager, I want to start a thread directly on a specific metric so that my team understands exactly which KPI the discussion pertains to."
Description

Allow users to start a new threaded conversation directly on any tagged metric within the dashboard by clicking a comment icon. This capability ensures discussions are contextually attached to the relevant KPI, reducing ambiguity and streamlining feedback loops. The system should display an input box inline, support rich text, and automatically tag the thread with the metric identifier for seamless integration with PulseBoard’s data model.

Acceptance Criteria
Starting a Thread on a Metric Tile
Given a user is viewing a dashboard metric; When the user hovers over the metric and clicks the comment icon; Then an inline rich text input box appears directly beneath the metric, labeled with the metric identifier.
Submitting a New Inline Thread
Given a user has entered text into the inline input box; When the user clicks 'Post'; Then the comment is saved as a new thread tied to the metric, and appears below the metric with the user's avatar, timestamp, and rendered rich text.
Rich Text Formatting in Threads
Given the inline input box is open; When the user applies bold, italics, or hyperlink formatting; Then the formatted text is preserved and correctly rendered in the posted comment.
Automatic Metric Tagging
Given a new thread is posted; Then the system automatically associates the thread with the metric's unique identifier in the data model without additional user input.
Validation for Empty Comments
Given a user clicks 'Post' without entering any text; Then an inline error message 'Comment cannot be empty' is displayed and the thread is not created.
Nested Reply Support
"As a campaign analyst, I want to reply to existing comments so that I can address specific points raised by colleagues within the same discussion thread."
Description

Enable users to reply to comments within a thread, creating multiple levels of nested discussions. This feature organizes conversations hierarchically, preserving context and making it easy to follow decision paths and brainstorm sessions. Replies should be indented, maintain timestamp and author metadata, and allow seamless expansion or collapse of subthreads.

Acceptance Criteria
Reply to an Existing Comment
Given a user views a comment thread, when they click 'Reply' on a comment and submit their reply, then the new reply appears indented directly beneath the original comment with correct author name and timestamp.
Multiple Level Nesting
Given an existing reply, when a user replies to that reply up to three levels deep, then each nested reply is displayed with increasing indentation to reflect its hierarchical position.
Metadata Display on Replies
Given any comment or nested reply, then the UI displays the author's avatar, name, and precise timestamp (date and time) next to each reply.
Collapse and Expand Subthreads
Given a threaded conversation with nested replies, when a user clicks 'Collapse' on a parent comment, then all its child replies are hidden, and when the user clicks 'Expand', the hidden replies reappear in correct hierarchical order.
Attach Files in Nested Replies
Given a user is composing a nested reply, when they attach a file and submit the reply, then the file appears inline within the reply with a download link and retains association with that specific reply.
User Mentions & Notifications
"As a team member, I want to mention a colleague so that they are notified to review or contribute to the ongoing discussion."
Description

Implement @mention functionality within threads, enabling users to tag colleagues. Tagged users receive real-time in-app and email notifications, ensuring prompt attention to feedback or questions. Notification settings should be customizable per user, integrating with PulseBoard’s alert preferences to avoid notification overload.

Acceptance Criteria
User tags a colleague within a comment thread
Given a user is composing a threaded comment, When the user types @ followed by a valid username and selects the colleague from the autocomplete list, Then the mention is rendered as a highlighted, clickable link within the comment body.
Tagged user receives real-time in-app notification
Given a user is tagged in a comment thread, When the comment is submitted, Then the tagged user receives an in-app notification within 5 seconds with the comment excerpt and a direct link to the thread.
Tagged user receives email notification
Given a tagged user has email notifications enabled for mentions, When a comment containing their @mention is posted, Then the system sends an email within 1 minute including the comment context, author name, timestamp, and a link to the thread.
User customizes mention notification settings
Given a user navigates to their notification settings, When the user toggles on or off mention notifications for in-app and email, Then the preferences are saved and applied immediately to their account.
Notification preferences integrate with global alert settings
Given a user has existing global alert preferences, When the user updates their mention-specific notification settings, Then mention settings override global alert preferences and the system sends or suppresses notifications accordingly.
File Attachment Handling
"As a marketing specialist, I want to attach a report screenshot in a thread so that my team has the necessary data to understand my feedback."
Description

Allow users to attach files—such as screenshots, documents, or spreadsheets—to comments within a thread. The attachment interface should support drag-and-drop uploads, preview thumbnails, and secure storage. This feature enriches discussions by providing visual data or reference materials directly in context with the metric conversation.

Acceptance Criteria
Drag-and-Drop File Upload in Comment Thread
Given a user drags a supported file (<=10MB) onto the comment attachment area, when they release the file, then the system uploads the file successfully and displays its name in the attachments list.
Preview Thumbnail Generation
Given a user uploads an image or supported document, when the upload finishes, then a preview thumbnail or icon is generated and displayed next to the file name within 2 seconds.
Unsupported File Handling
Given a user attempts to attach an unsupported file type or a file exceeding 10MB, when they drop or select the file, then the system shows a descriptive error message and prevents the upload.
Secure Storage and Access Permissions
Given a file is attached to a comment thread, when the upload completes, then the file is encrypted at rest and only authenticated users with thread access can download it.
Inline File Attachment on Mobile Devices
Given a user is on a mobile device, when they tap the attachment icon and select a file, then the file uploads successfully and a preview thumbnail or icon appears in the comment thread.
Thread Permissions & Visibility Controls
"As a dashboard administrator, I want to restrict thread access to certain user roles so that confidential campaign discussions remain secure."
Description

Provide granular permission settings for threaded comments, enabling administrators to control who can view, create, reply, or moderate threads on specific dashboards or metrics. Visibility controls ensure sensitive discussions remain restricted to authorized users, aligning with organizational security and compliance requirements.

Acceptance Criteria
Admin Assigns Thread Permissions
Given the administrator navigates to a dashboard’s permission settings When they select a user or user group and toggle view, create, reply, and moderate permissions Then the system saves the settings and those users can only perform the granted actions
Authorized User Creates Thread
Given a user with create-thread permission views a metric When they click the comment icon, enter text, and submit Then a new threaded comment appears under that metric, visible only to users with view permission
Restricted User Attempts Access
Given a user without view-thread permission When they navigate to the dashboard containing a threaded comment Then the thread section is hidden and an "Access Denied" message is displayed
Moderator Deletes Inappropriate Thread
Given a moderator with delete-thread permission views a thread When they click delete and confirm Then the thread and its replies are permanently removed and an audit log entry is generated
Visibility Control Enforcement
Given an administrator sets a thread’s visibility to a specific user group When members of that group and non-members view the dashboard Then only group members see the thread while non-members see no trace of its existence

Priority Pulse Flags

Allows users to flag tags with urgency levels—high, medium, or low—and visually highlights critical items on the dashboard. This feature helps teams triage tasks quickly, focus on the most impactful issues first, and maintain alignment on campaign priorities.

Requirements

Urgency Tag Configuration
"As an admin user, I want to configure custom tags with urgency levels so that I can prioritize items based on their importance to my campaigns."
Description

Provide admins the ability to define custom tags and assign them urgency levels (high, medium, low) that will be visually distinguished on the dashboard. This allows teams to tailor priority flags to their specific campaign needs, ensuring critical tasks are highlighted according to custom criteria and improving focus on high-impact issues.

Acceptance Criteria
Configuring a New Urgency Tag
Given an admin is on the ‘Create Tag’ page When they enter a unique tag name and select an urgency level (high, medium, low) and click ‘Save’ Then the new tag is added to the tag list with the correct label and color code
Editing an Existing Urgency Tag
Given an admin views the list of existing tags When they choose a tag to edit and change its urgency level and save the changes Then the updated urgency level and corresponding color code are immediately reflected in the tag list
Displaying Urgency Tags on Dashboard
Given multiple campaign items have assigned urgency tags When a user opens the dashboard Then each item displays its tag label and color correctly in the item’s header
Filtering Campaign Items by Urgency Level
Given campaign items have varying urgency tags When a user applies an urgency filter (high, medium, low) Then only items matching the selected urgency level are displayed on the dashboard
Error Handling for Invalid Urgency Levels
Given an admin attempts to save a tag with an unsupported urgency value When they submit the form Then the system displays a validation error and prevents the invalid tag from being saved
Visual Priority Highlighting
"As a marketing manager, I want flagged items to be color-coded by urgency so that I can immediately identify and address the most critical campaign issues."
Description

Implement color-coded badges or icons for items flagged with high, medium, or low urgency on the dashboard, ensuring that critical issues stand out instantly. This visual differentiation accelerates recognition of priority tasks and directs attention to the most impactful items without manual searching.

Acceptance Criteria
High Urgency Items Display
Given an item is flagged as high urgency When the dashboard loads Then a red badge labeled 'High' appears next to the item title with a tooltip 'High Urgency' on hover
Medium Urgency Items Display
Given an item is flagged as medium urgency When the dashboard loads Then an orange badge labeled 'Medium' appears next to the item title with a tooltip 'Medium Urgency' on hover
Low Urgency Items Display
Given an item is flagged as low urgency When the dashboard loads Then a yellow badge labeled 'Low' appears next to the item title with a tooltip 'Low Urgency' on hover
Priority Legend Availability
Given the dashboard is visible When a user clicks the legend icon Then a popover opens within 2 seconds displaying all urgency levels with their colors and descriptions
Priority Badge Accessibility
Given a user navigates via keyboard When focus moves onto a priority badge Then the badge receives focus and the screen reader announces the appropriate urgency level
Urgency-Based Filtering and Sorting
"As a campaign analyst, I want to filter and sort items by urgency level so that I can efficiently manage my workload and tackle the most pressing issues first."
Description

Enable users to filter and sort dashboard items by their assigned urgency level, allowing them to focus on high-priority tasks or review lower-priority items as needed. This functionality streamlines triage workflows and optimizes task management based on urgency.

Acceptance Criteria
Filtering Dashboard Items by High Urgency
Given the dashboard contains items tagged 'High', 'Medium', and 'Low', when the user applies the 'High' filter, then only items with 'High' urgency are displayed on the dashboard.
Sorting Dashboard Items by Urgency Level
Given multiple dashboard items with assigned urgency levels, when the user selects 'Sort by Urgency', then items are ordered from 'High' to 'Low' urgency, with items of the same urgency sorted by latest update timestamp.
Persisting User's Urgency Filter Preferences
Given a user has applied an urgency filter, when the user refreshes the page or logs back in, then the previously selected urgency filter remains applied.
Clearing Applied Urgency Filters
Given an urgency filter is active, when the user clicks 'Clear Filters', then all urgency filters are removed and items of all urgencies are displayed.
Displaying No Results Message for Empty Filter Results
Given no dashboard items match the applied urgency filter, when the filter is applied, then a 'No items found for selected urgency' message is displayed.
Real-Time Urgency Alerts
"As a campaign lead, I want to receive instant alerts for high-urgency flags so that I can take prompt action on critical campaign issues."
Description

Configure the system to send real-time notifications (in-app and optional email/slack alerts) when new high-urgency tags are assigned or existing items escalate in urgency. This ensures the team is immediately informed of critical developments and can respond swiftly.

Acceptance Criteria
High-Urgency Tag Assignment Alert
Given a user is viewing the dashboard, when a new tag with urgency level 'High' is assigned to any campaign, then the system sends an in-app alert within 5 seconds displaying the campaign name, tag details, and urgency level.
Urgency Escalation Notification
Given an existing campaign item has its urgency level increased from 'Medium' or 'Low' to 'High', when the escalation is saved, then the system dispatches an in-app notification and optional email and Slack alerts to subscribed users within 2 minutes.
Email and Slack Alert Delivery
Given a user has enabled email and/or Slack notifications in their preferences, when a high-urgency tag is triggered, then the system sends an email and Slack message containing the alert details within 1 minute, ensuring correct formatting and valid links to the dashboard item.
In-App Alert Logging and Visual Highlight
Given a high-urgency alert has been generated, when the user views the alert history or dashboard, then the system logs the alert in the alert history panel and visually highlights the relevant dashboard item with a red badge indicating 'High' urgency.
Notification Preferences Persistence
Given a user updates their notification preferences for urgency levels and channels, when the changes are saved, then the system persists these settings and applies them to all subsequent alerts, confirmed by a success message and reflected in the user profile.
Urgency Summary Dashboard Panel
"As a marketing director, I want a summary panel showing the distribution of items by urgency so that I can understand campaign health at a glance and allocate resources effectively."
Description

Add a dedicated summary panel on the main dashboard that displays counts and percentages of items by urgency level, providing a quick overview of the campaign’s current priority distribution. This enables teams to gauge workload balance and identify areas requiring immediate attention.

Acceptance Criteria
Dashboard Load with Correct Urgency Distribution
Given the dashboard has items flagged with high, medium, and low urgency, when the dashboard loads, then the summary panel displays the total count and percentage for each urgency level.
Real-Time Update of Urgency Metrics
Given an item’s urgency level changes, when the change is saved, then the summary panel updates the corresponding count and percentage within 5 seconds without a page refresh.
Visual Highlighting of Critical Items
Given there are high urgency items, when the dashboard loads, then the high urgency section of the summary panel is highlighted in red and bold.
Accuracy of Percentage Calculations
Given N total items and M items at a specific urgency level, when the summary panel calculates percentages, then it displays (M/N*100)% rounded to the nearest whole number and the sum equals 100%.
Filter Interaction with Summary Panel
Given the user applies a filter by campaign or date range, when the filter is applied, then the summary panel recalculates counts and percentages based on the filtered items only.

Tag Insights Dashboard

Provides a centralized overview of all tagging activity across campaigns, showing metrics like tag frequency, response times, and task completion rates. Managers gain visibility into team collaboration patterns, bottlenecks, and overall engagement, enabling data-driven process improvements.

Requirements

Tag Data Aggregation
"As a marketing manager, I want to see aggregated tag usage across all campaigns so that I can quickly identify high-traffic tags and optimize my tagging strategy."
Description

Collect and consolidate tag usage data across all campaigns in a centralized dashboard, enabling managers to view tag frequency, distribution across channels, and historical trends. This feature ensures comprehensive visibility into tagging patterns, supports data-driven decision-making, and enhances reporting efficiency by aggregating disparate data sources into a unified view.

Acceptance Criteria
Dashboard Tag Frequency View
Given the user accesses the Tag Insights Dashboard, when the system loads, then a bar chart displays each tag with its total usage count aggregated from all campaigns with no discrepancies.
Tag Distribution Analysis
Given the user selects a specific tag and requests distribution details, when the request is submitted, then the system presents a pie chart showing the tag’s usage distribution across all channels, matching the source data.
Historical Trends Visualization
Given the user applies a date range filter, when the filter is confirmed, then the dashboard updates to show a line graph of daily tag usage trends over that period, accurately reflecting underlying data.
Multi-source Data Sync
Given new tag data arrives from multiple campaign sources every hour, when the ingestion process completes, then all new entries are aggregated and reflected in the dashboard within five minutes.
Filter by Channel and Date Range
Given the user applies both channel and date range filters, when filters are activated, then the dashboard displays only the tags used in the selected channels and dates with counts matching the filtered dataset.
Custom Tag Filters
"As a marketing manager, I want to filter tags by date and campaign so that I can analyze performance for a specific timeframe or initiative."
Description

Provide an intuitive filtering system that allows users to narrow down tags by attributes such as date range, campaign, team member, tag status, and custom tag categories. This feature improves data exploration capabilities, helps isolate relevant insights, and accelerates troubleshooting by focusing on specific subsets of tag data.

Acceptance Criteria
Filter Tags by Date Range
Given a user selects a start and end date in the filter, when they apply the filter, then only tags created between the selected dates are displayed on the dashboard.
Filter Tags by Campaign
Given a user selects one or more campaigns from the campaign filter dropdown, when they apply the filter, then the dashboard shows only tags associated with the selected campaigns.
Filter Tags by Team Member
Given a user chooses a team member name in the team member filter, when they apply the filter, then only tags created or updated by that team member appear.
Filter Tags by Status
Given a user selects a tag status (e.g., open, in progress, closed) in the status filter, when they apply the filter, then only tags matching the chosen status are visible.
Apply Multiple Tag Filters Simultaneously
Given a user selects values for multiple filter attributes (date range, campaign, team member, status, or category), when they apply the filters, then the dashboard displays only tags that meet all selected filter criteria.
Real-Time Tagging Updates
"As a campaign coordinator, I want the dashboard to update automatically so that I can respond immediately to tagging tasks as they occur."
Description

Implement real-time data refresh for the Tag Insights Dashboard, ensuring that new tagging activities, status changes, and completion metrics are instantly reflected without manual refresh. This capability enhances situational awareness, reduces latency in identifying bottlenecks, and enables prompt action on emerging issues.

Acceptance Criteria
Live Tag Activity Feed
Given the user is viewing the Tag Insights Dashboard When a new tagging activity occurs in any campaign Then the activity feed on the dashboard updates automatically within 2 seconds without requiring a manual page refresh
Tag Status Change Reflection
Given a tag’s status changes from ‘In Progress’ to ‘Completed’ in the backend When the user is on the dashboard Then the updated status appears within 2 seconds in the status column for that tag
Batch Tag Import Updates
Given multiple tags are imported through a batch process When the import completes Then all new tags appear in the dashboard list with correct timestamps and metadata without manual intervention
Zero-Latency Metric Aggregation
Given tagging activities occur across multiple channels simultaneously When the dashboard aggregates metrics Then frequency, response time, and completion rate metrics reflect all activities within 5 seconds of occurrence
Session Persistence of Real-Time Data
Given the user navigates away and returns to the Tag Insights Dashboard within the same session When the page reloads automatically or manually Then the dashboard displays the most recent real-time tagging data without any data gaps
Collaboration Metrics Visualization
"As a marketing director, I want to view response time charts for tagging tasks so that I can identify workflow inefficiencies and improve team performance."
Description

Visualize team collaboration patterns by displaying response times, task completion rates, and individual contributions in charts and heatmaps. This feature highlights bottlenecks, identifies high-performing team members, and uncovers collaboration trends, fostering continuous process improvement and accountability.

Acceptance Criteria
Identifying Slow Response Times
Given the Collaboration Metrics Dashboard is loaded, When a team member’s average response time exceeds the defined SLA threshold for 3 consecutive days, Then the system highlights the response time in red and generates an AI alert for manager review.
Visualizing Task Completion Rates
Given tasks tagged across campaigns are updated daily, When viewing the task completion chart, Then the dashboard displays each team member’s completion rate as a percentage and matches backend data within ±1%.
Highlighting High-Performing Team Members
Given collaboration data for the past month, When filtering for top performers, Then the top 5 contributors by task completion rate and response time are displayed in descending order.
Detecting Collaboration Bottlenecks
Given the heatmap visualization is enabled, When periods of low activity exceed 2 hours, Then the heatmap highlights these time blocks in orange and provides drill-down details on affected tasks.
Trend Analysis of Collaboration Over Time
Given historical collaboration metrics over at least 4 weeks, When selecting trend analysis, Then the dashboard shows week-over-week changes in response time and completion rates with clear trend lines.
Threshold Alerts & Notifications
"As a marketing manager, I want to receive alerts when tag processing is delayed so that I can assign resources to prevent campaign reporting delays."
Description

Enable configurable alerts that notify users when tagging metrics exceed or fall below predefined thresholds (e.g., tag backlog, slow response times). Notifications can be sent via email, in-app messages, or Slack integrations. This feature proactively flags potential issues, allowing teams to intervene before problems escalate.

Acceptance Criteria
Tag Backlog Threshold Exceeded Alert
Given the user has configured a tag backlog threshold of 100; When the current tag backlog count exceeds 100; Then the system sends an alert via email and Slack within 1 minute of exceeding the threshold.
Slow Response Time Breach Notification
Given the user has set a slow response time threshold of 24 hours; When the average tagging response time over the past hour exceeds 24 hours; Then the system generates and dispatches a notification via in-app message and email immediately.
Email Notification Delivery for Threshold Alerts
Given a threshold breach has occurred and email notifications are enabled; When the system triggers an alert; Then an email containing the alert name, metric value, threshold settings, and timestamp is delivered to the user’s registered email within 2 minutes.
Slack Notification Delivery for Threshold Alerts
Given a threshold breach has occurred and Slack integration is configured; When the alert triggers; Then a Slack message is posted to the designated channel containing the alert name, current metric value, threshold details, and a link to the Tag Insights Dashboard.
Threshold Configuration Persistence
Given the user updates threshold values and notification channels; When the user saves settings and logs out; Then upon logging back in, the previously configured thresholds and selected notification channels are retained and displayed correctly.

Reminder Relay

Automatically sends customizable reminders and follow-up notifications for pending or overdue tagged tasks via email, Slack, or in-app alerts. This ensures no action item slips through the cracks and keeps momentum high on critical campaign initiatives.

Requirements

Multi-Channel Alert Configuration
"As a marketing manager, I want to configure which channels my reminders are sent through so that notifications reach the right team members in their preferred communication tool."
Description

The system must allow users to select one or more notification channels (email, Slack, in-app) per reminder rule, configure channel-specific parameters (e.g., Slack channel, email template), and toggle active/inactive channels. It integrates with PulseBoard’s notification APIs to ensure reliable delivery and includes retry logic for transient failures. This flexibility enables teams to reach stakeholders through their preferred platforms, improving visibility and response rates.

Acceptance Criteria
Add and Save a New Multi-Channel Reminder Rule
Given the user is on the reminder rule setup page When the user selects Email and Slack channels, configures the Slack channel ID and email template, and clicks Save Then the new rule is persisted with the selected channels and parameters visible in the rules list
Toggle Channel Active and Inactive States
Given an existing reminder rule with Email and In-App channels active When the user toggles the In-App channel to inactive and saves Then only Email notifications are sent for that rule and the In-App channel appears inactive in the UI
Validation of Channel-Specific Parameters
Given the user configures a Slack channel without providing a valid channel identifier When the user attempts to save the rule Then the system displays a validation error for the Slack parameter and prevents saving
Retry Logic on Transient Notification Failures
Given a scheduled reminder notification fails due to a transient error from the Email API When the system automatically retries delivery up to three times with exponential backoff Then the notification is either delivered successfully or a failure is logged after the final retry
Delivery via Integrated Notification APIs
Given a reminder rule is triggered for pending tasks When the system invokes each configured channel’s notification API Then API calls are made to Email, Slack, and In-App endpoints and success or failure responses are recorded in the notification log
Reminder Scheduling Engine
"As a marketing manager, I want to schedule reminders to automatically recur or trigger relative to task due dates so that I never miss important follow-ups without manual intervention."
Description

The system should support flexible scheduling options for reminders, including one-time triggers, recurring patterns (daily, weekly, custom intervals), and relative schedules (e.g., X hours before or after a task's due date). The engine must persist schedules in a scalable datastore, respect user timezones, and efficiently process large volumes of tasks, firing reminders at precise times.

Acceptance Criteria
One-Time Trigger Scheduling Scenario
Given a user schedules a one-time reminder for a task at 9:00 AM in their timezone, when the scheduled time is reached, then the reminder is dispatched via the selected channel exactly once.
Daily Recurring Reminder Scenario
Given a user sets a daily recurring reminder at 8:00 AM for a task, when each day at 8:00 AM in the user's timezone occurs, then the reminder is sent until the user disables the recurrence.
Custom Interval Recurrence Scenario
Given a user configures a reminder to recur every 3 hours starting at a specified datetime, when each 3-hour interval elapses, then the system triggers the reminder without drift.
Relative Pre-Due Reminder Scenario
Given a task due on May 31, 2025 at 5:00 PM and a reminder set 2 hours before due date, when the system clock reaches May 31, 2025 at 3:00 PM in the user's timezone, then the reminder is sent.
High-Volume Reminder Processing Scenario
Given 10,000 reminders scheduled across multiple timezones at the same timestamp, when that timestamp arrives, then all reminders are processed and dispatched within one minute.
Task Tag Detection
"As a marketing manager, I want the system to detect tasks tagged for follow-up automatically so that I don’t have to manually select each task for reminders."
Description

Automatically detect and index tasks tagged for follow-up in PulseBoard by listening to task creation, update, and completion events. The component filters tasks based on user-defined tags and feeds relevant items into the reminder pipeline, ensuring that newly tagged tasks are immediately eligible for reminders without manual enrollment.

Acceptance Criteria
New Task Tagging for Follow-up
Given a user creates a new task with a follow-up tag, When the 'task_created' event is processed by Task Tag Detection, Then the task is indexed and visible in the reminder pipeline within 60 seconds
Existing Task Updated with Follow-up Tag
Given an existing task without a follow-up tag, When the user updates the task to include the follow-up tag, Then the 'task_updated' event triggers indexing and the task is added to the reminder pipeline immediately
Task Completion After Tagging
Given a task previously tagged for follow-up is marked as completed, When the 'task_completed' event is received, Then the task is removed from the reminder pipeline within 30 seconds to prevent future reminders
Ignored Tags Do Not Trigger Reminders
Given a task is tagged with a label that is not in the user's defined follow-up tag list, When any task event occurs, Then Task Tag Detection does not index the task or send it to the reminder pipeline
User-Defined Tag Variations
Given the user defines multiple follow-up tags with case variations, When tasks are tagged using any variation of those tags, Then Task Tag Detection recognizes and indexes all variations correctly
Custom Notification Templates
"As a marketing manager, I want to create custom templates for my reminder messages so that each notification aligns with my team’s style and provides relevant context."
Description

Provide a user-friendly template editor for customizing reminder and follow-up messages. Templates must support dynamic placeholders (task name, due date, assignee, campaign metadata), rich text formatting, and live preview functionality. This ensures consistent branding and personalized communications tailored to each task’s context.

Acceptance Criteria
Template Editor Accessibility
Given a user with editor access navigates to the Custom Notification Template Editor, when the editor UI loads, then the toolbar displays formatting options (bold, italic, underline, lists) and a placeholder dropdown, and the live preview panel appears beside the editor.
Dynamic Placeholder Insertion
Given the user opens the placeholder dropdown, when they select a dynamic placeholder (e.g., {{task_name}}, {{due_date}}, {{assignee}}, {{campaign_name}}), then the placeholder text is inserted at the cursor position in the template content.
Rich Text Formatting Application
Given the user highlights a section of text in the editor, when they click a formatting button (bold, italic, underline, list, hyperlink), then the selected formatting is applied to the text and reflected in the live preview.
Live Preview Updates
Given the user modifies the template content (inserts text, placeholders, or applies formatting), when the change occurs, then the live preview panel updates in real time (within 500ms) to reflect the current template state with correct placeholders and formatting.
Template Saving and Retrieval
Given the user enters a unique template name and clicks "Save", when the template is saved, then it is stored in the user's template library, appears in the templates list, and can be reloaded into the editor for further editing or duplication.
Escalation Workflow Integration
"As a marketing manager, I want overdue tasks to escalate to senior team members so that critical issues receive prompt attention when primary assignees are unresponsive."
Description

Implement configurable escalation rules that trigger additional notifications if a task remains pending after a defined threshold. Users can define escalation levels, designate stakeholders for each level, and set time-based triggers. The system integrates these rules with the reminder engine to automatically notify senior team members for critical overdue tasks.

Acceptance Criteria
First Level Escalation Trigger
Given a task is tagged and pending beyond the user-defined threshold for level one When the threshold time is reached Then the system sends notifications to stakeholders designated for level one And logs the escalation event
Second Level Escalation Notification
Given a task remains unaddressed after the first level escalation notification When the second level threshold time is reached Then the system sends additional notifications to stakeholders designated for level two And records the escalation in the audit log
Configurable Escalation Rules Setup
Given a user accesses the escalation workflow settings page When the user defines multiple escalation levels with associated time thresholds and stakeholder designations Then the system saves the configuration And displays the configured escalation workflow correctly in the UI
Integration with Reminder Engine
Given escalation rules are active for a task When the reminder engine processes pending tasks Then escalation notifications are triggered according to the defined rules instead of standard reminders
Escalation Logging and Audit Trail
Given an escalation notification is sent for an overdue task When the notification is dispatched Then the system creates an audit log entry containing the timestamp, task ID, escalation level, and recipients

BrandLink

Customize magic link emails with your company’s branding, logo, and color scheme to create a cohesive user experience and reinforce trust at every login.

Requirements

Branded Email Template Editor
"As a marketing manager, I want to visually edit magic link email templates with my brand elements so that recipients receive emails reflecting our identity and building trust."
Description

Enable users to design and customize magic link email templates with brand elements including logo placement, header and footer sections, text layout, dynamic variables, and CTA styling. This feature ensures cohesive branding across all email communications, reinforcing trust and recognition. It integrates into the PulseBoard settings UI, allowing real-time application of brand guidelines to email content and streamlining the template creation process for non-technical users.

Acceptance Criteria
Logo Upload and Placement
Given the user is on the Branded Email Template Editor, when they upload a logo file in PNG, JPG, or SVG format and select a placement (header or footer), then the logo appears in the chosen section at its original aspect ratio, resized to fit within 200x200 pixels without distortion.
Header and Footer Customization
Given the user opens the template editor, when they add or edit header and footer text blocks, then they can apply font styles (typeface, size, color) and background colors that match the brand palette, and see the changes reflected instantly in the preview pane.
Dynamic Variable Rendering
Given the user inserts dynamic variables (e.g., {{user_name}}, {{magic_link}}) into the email body, when they preview the template with sample data, then all variables are replaced with the corresponding sample values and no placeholder tokens remain visible.
CTA Button Styling
Given the user configures the Call-to-Action button, when they choose button text, background color, border radius, and link URL, then the button in the live preview matches those settings and clicking it navigates to the specified URL.
Real-time Brand Guideline Validation
Given the user applies brand colors or fonts outside the approved brand palette, when the selection is made, then the system displays a warning message and prevents saving until only approved brand assets are used.
Logo Upload and Management
"As a marketing manager, I want to upload and select different logo versions so that my emails always show the correct branding for different campaigns."
Description

Provide a secure interface for uploading, previewing, and managing multiple logo variants (color, monochrome, inverted) for use in branded emails. This requirement includes validation of file types and sizes, automatic optimization for email clients, and metadata tagging. It integrates with the Brand Asset Library to ensure consistent asset use and easy retrieval across different email templates.

Acceptance Criteria
Logo File Upload Process
Given a marketing manager selects a logo file in an allowed format (PNG, JPG, SVG) under 5MB When they click the upload button Then the system successfully stores the file and displays a confirmation message
Logo Preview Display
When a user selects any uploaded logo variant Then the system renders a real-time preview in color, monochrome, and inverted modes at the correct aspect ratio and resolution
File Type and Size Validation
Given a user attempts to upload a file with an unsupported format or exceeding size limits When the upload is initiated Then the system rejects the file and shows an error message specifying allowed formats and maximum size
Automatic Logo Optimization
After a logo is uploaded Then the system generates optimized variants for major email clients—scaling to required dimensions and compressing file size without quality loss—and makes them available for selection
Metadata Tagging and Library Integration
Given a user uploads a logo Then they can add metadata tags (e.g., color type, usage context) and the logo appears in the Brand Asset Library filterable by those tags
Color Palette Customization
"As a marketing manager, I want to customize my magic link emails' color scheme so that the email aligns with my brand guidelines and visual identity."
Description

Allow users to define and apply primary, secondary, and accent colors via hex codes or a visual color picker to style email backgrounds, typography, buttons, and links. This feature ensures alignment with brand guidelines and enhances visual consistency. It integrates with the template editor to automatically apply chosen palettes to all brand-linked email components.

Acceptance Criteria
Hex Code Color Selection
Given an admin is on the color customization panel When they input a valid hex code for the primary color Then the preview updates to that color And saving applies the primary color to all email templates without errors
Visual Color Picker Usage
Given an admin opens the visual color picker When they select a color Then the corresponding hex code populates the input field And the preview reflects that selection immediately
Color Palette Persistence
Given an admin has saved a custom color palette When they reopen the template editor Then the saved primary, secondary, and accent colors preload into the customization panel
Bulk Application of Color Palette
Given a saved color palette When the admin applies the palette Then all brand-linked components—backgrounds, buttons, links, and typography—update to use the defined primary, secondary, and accent colors simultaneously
Accessibility Contrast Validation
Given an admin selects an accent or typography color When the color contrast ratio against the background is below 4.5:1 Then the system displays a warning and prevents saving until a compliant color is chosen
Real-Time Preview and Responsiveness
"As a marketing manager, I want to see a real-time preview of my branded magic link email so that I can validate the layout and design across devices before sending."
Description

Offer a live preview pane that displays how branded magic link emails will render on desktop, tablet, and mobile devices. This feature updates instantly as users modify templates, logos, or color schemes, allowing for immediate validation of layout, readability, and design across different screen sizes. It integrates seamlessly into the template editor workflow to minimize trial-and-error.

Acceptance Criteria
Live Desktop Rendering Update
Given the user modifies the email template layout on the editor, When the change is saved, Then the desktop preview pane updates to reflect the new layout within 2 seconds.
Tablet Layout Adjustment Validation
Given the user switches to tablet view in the preview pane, When they adjust margins, text size, or images, Then the preview accurately displays the adjusted layout without distortion or overflow.
Mobile View Consistency Check
Given the user selects the mobile preview mode, When they change color schemes or replace the logo, Then the mobile pane instantly shows the updated branding and maintains readability at standard mobile dimensions.
Branding Assets Integration Preview
Given the user uploads a new logo or color palette, When the assets are applied, Then all three device previews (desktop, tablet, mobile) display the correct logo resolution and color values.
Real-Time Template Change Reflection
Given the user makes any change to template text, images, or style settings, When the change is detected, Then all preview panes simultaneously refresh in real time without requiring a manual page reload.
Default Fallback Branding
"As a marketing manager, I want a default branding fallback so that if I haven't set up a custom template, emails still reflect my company's branding."
Description

Configure system-wide default branding settings that automatically apply a predefined logo and color scheme when no custom template is selected. This ensures that all magic link emails maintain consistent branding, preventing any unbranded or misaligned communications. The fallback applies at send-time and can be overridden per campaign if needed.

Acceptance Criteria
Default Branding Applied Without Custom Template
Given a magic link email is triggered and no custom branding template is selected When the email is generated Then the system uses the predefined default logo and color scheme from the global settings
Fallback Branding Override by Campaign
Given a campaign-level branding override is configured When the magic link email is sent for that campaign Then the email uses the specified campaign branding instead of the global default
Branding Settings Update Propagation
Given an administrator updates the system-wide default logo or color values When the update is saved Then all subsequent magic link emails without a custom template reflect the new default branding
Email Rendering Validation
Given a default-branded magic link email is received When the email is opened in common email clients (Gmail, Outlook, Yahoo) Then the logo displays correctly and the specified color palette matches the default branding settings
Error Handling for Missing Branding Assets
Given the default logo asset is unavailable or invalid When a magic link email is generated Then the system logs an error and falls back to a placeholder image while still applying default color values
Brand Asset Library Integration
"As a marketing manager, I want a centralized repository of my brand assets so that I can quickly access and apply them when customizing magic link emails."
Description

Integrate with a centralized Brand Asset Library that stores and organizes brand assets such as logos, images, and fonts. Provide tagging, version control, and permission settings to manage asset access and usage. This integration enables quick retrieval and application of approved brand elements within the email customization interface, ensuring governance and consistency.

Acceptance Criteria
Admin uploads a new brand logo version
Given an administrator is on the Brand Asset Library upload page When they upload a new logo file Then the system stores the file with a new version number and displays it in the version history list
Marketing manager applies an approved asset to an email template
Given a marketing manager is customizing an email When they open the asset picker and select a tagged approved logo Then the logo is inserted into the template and rendered correctly in the preview
User without permissions attempts to access restricted asset
Given a user without view permissions When they browse the Brand Asset Library Then any restricted assets are hidden and an access denied message is displayed if they try to navigate directly to a restricted asset URL
Editor rolls back to a previous asset version
Given an editor views the version history for an asset When they select an earlier version and confirm rollback Then the earlier version becomes the current asset and appears at the top of the asset list
Asset metadata updates reflect immediately across interfaces
Given a user tags or updates metadata for an asset When they save changes Then the updated tags and metadata appear in search results and filters within five seconds

TrustMarker

Remember trusted devices after first login, so subsequent magic link clicks on recognized hardware are seamless, reducing friction without sacrificing security.

Requirements

Device Fingerprinting
"As a returning user, I want the system to recognize my device so that I can log in with a magic link seamlessly."
Description

Implement device fingerprinting using browser and hardware signals to generate a unique, non-invasive device identifier. This identifier will be captured during a user’s first magic link login and used to recognize and trust the device in subsequent sessions. The fingerprinting process must balance accuracy and privacy, leveraging attributes like browser version, OS, screen resolution, and installed plugins without collecting personally identifiable information. It integrates seamlessly into the existing authentication flow, enabling frictionless re-authentication while preserving user privacy.

Acceptance Criteria
Initial Device Enrollment
On first magic link login, the system must collect browser version, OS, screen resolution, and installed plugins, generate a unique device fingerprint within 500ms, and store it securely linked to the user account.
Trusted Device Recognition
When a user clicks a magic link on a previously enrolled device, the system must match the incoming fingerprint within an 80% similarity threshold and allow seamless login without additional authentication prompts.
Cross-Browser Variation Detection
The system must generate distinct fingerprints for the same physical device when accessed via two different browsers and, upon mismatch, trigger a full authentication flow.
Privacy Compliance Verification
All collected fingerprinting attributes must exclude any personally identifiable information; periodic audits must confirm no storage of PII in logs or databases.
Fingerprint Update Handling
If a trusted device’s fingerprint deviates by more than 20% due to browser or OS updates, the system must prompt for re-authentication and, upon successful login, update the stored fingerprint.
Trust Token Generation
"As a security engineer, I want the system to generate a secure trust token so that only recognized devices bypass extra verification."
Description

Generate a cryptographically secure trust token upon successful first-time magic link authentication on a new device. The token will be bound to the device fingerprint and the user session, stored server-side in an encrypted database, and delivered to the client as an HttpOnly, Secure cookie. This token serves as proof of a trusted device, allowing future magic link clicks on recognized hardware to bypass additional security checks without compromising overall account security.

Acceptance Criteria
First-time Trusted Device Registration
Given a user completes magic link authentication on a new device, when the session is established, then generate a cryptographically secure token with at least 256 bits of entropy, bind it to the device fingerprint and user session, store it encrypted in the server-side database, and return it as an HttpOnly, Secure cookie with appropriate expiration.
Subsequent Access with Trusted Device
Given a user clicks a magic link on a device presenting a valid trust token cookie, when the token’s signature, bound fingerprint, and expiration are verified, then bypass additional security checks and grant account access automatically.
Token Storage Security Validation
Given a trust token is generated, when storing it in the database, then encrypt the token at rest using the server’s key management system and ensure only the authentication service can decrypt it.
Token Cookie Security
Given the server issues a trust token cookie, when delivering it to the client, then set the HttpOnly and Secure flags, apply a restrictive SameSite policy, limit the path to '/', and configure an appropriate expiration (e.g., 30 days).
Invalid or Expired Token Handling
Given a trust token is missing, tampered with, invalid, or expired, when the user attempts magic link access, then enforce the full authentication flow including MFA or device verification and do not grant access based on the token.
Secure Storage of Trust Tokens
"As a product owner, I want trust tokens stored securely so that user data remains protected and trust markers can't be tampered."
Description

Store trust tokens in encrypted persistent storage on the server and as Secure, HttpOnly cookies in the user’s browser. Implement encryption-at-rest for server storage and enforce Secure, SameSite, and HttpOnly flags on cookies to protect against cross-site scripting and request forgery. Ensure the storage mechanism supports token rotation and tamper detection, safeguarding trust markers from unauthorized reading or modification.

Acceptance Criteria
Encrypted Server-Side Token Storage
Given a user trust token is generated on the server, when the token is persisted to storage, then it is encrypted using AES-256 with a secure key management system, and direct database access returns unreadable ciphertext.
Secure Cookie Transmission and Accessibility
Given a trust token is issued to a browser, when the cookie is set, then the cookie includes Secure, HttpOnly, and SameSite=Strict flags and is transmitted only over HTTPS.
Token Rotation Maintenance
Given a trust token is nearing expiration, when the rotation schedule triggers, then a new token is generated, stored encrypted, the cookie is updated, and the old token is invalidated.
Tamper Detection for Trust Tokens
Given a stored trust token exists, when the token is loaded for validation, then the system verifies its HMAC signature and rejects any token with an invalid or missing signature.
Persistent Login on Recognized Device
Given a user has previously logged in on a device, when they click a magic link again, then if the device fingerprint matches a stored trust marker, the user is authenticated without entering credentials again.
Trust Token Validation
"As an authentication service, I want to validate trust tokens on login so that only valid tokens allow seamless access."
Description

Implement server-side logic to validate incoming trust tokens during the magic link authentication process. The system must verify token authenticity, binding to the correct user and device fingerprint, check token integrity and expiration, and log each validation attempt. If validation succeeds, skip secondary security steps; if validation fails, prompt for full authentication. This ensures only valid trust markers grant seamless access.

Acceptance Criteria
Recognized Device Token Validation
Given a user clicks a magic link on a device with a previously stored valid trust token, When the server validates the token authenticity, binding, integrity, and expiration, Then the user is authenticated without secondary security steps and granted access.
Expired Token Rejection
Given a user clicks a magic link on a device with an expired trust token, When the server checks the token expiration, Then the token validation fails, the user is prompted for full authentication, and an expiration event is logged.
Tampered Token Detection
Given a tampered or corrupted trust token is presented, When the server verifies token integrity, Then validation fails, full authentication is required, and an integrity violation event is logged.
Token-User Mismatch Handling
Given a trust token that does not match the requesting user’s ID, When the server validates user binding, Then the token is rejected, full authentication is prompted, and a user-mismatch event is logged.
Validation Attempt Logging
Given any trust token validation attempt, When the validation completes (successful or failed), Then the system logs the timestamp, user ID, device fingerprint, validation outcome, and failure reason if applicable.
Token Expiry and Revocation
"As a user, I want expired or revoked tokens to be invalidated so that old devices can't be misused."
Description

Define and enforce a lifecycle policy for trust tokens with a configurable expiration period (e.g., 30 days). Automatically expire tokens after the period lapses. Provide mechanisms to revoke tokens upon user logout, password change, or manual revocation from the device management UI. Ensure revoked or expired tokens are immediately invalidated and cannot be used for future authentications.

Acceptance Criteria
Automatic Token Expiration Enforcement
Given a trust token is issued with a 30-day lifespan, When the token's age exceeds 30 days, Then the system rejects authentication attempts using the token and prompts for re-authentication.
Manual Token Revocation via Device Management UI
Given a user revokes a device token in the UI, When the revoke action is confirmed, Then the token is immediately invalidated and cannot be used for subsequent logins.
Token Revocation on User Logout
Given a user logs out from a recognized device, When the logout process completes, Then the associated trust token is revoked and further authentication using it fails.
Token Revocation After Password Change
Given a user changes their password, When the change is successfully applied, Then all existing trust tokens for the user are invalidated and require re-login.
Immediate Token Invalidity Check on Authentication
Given any authentication request with a trust token, When the token is expired or revoked, Then the authentication request is denied and the user is prompted to authenticate via magic link as a fresh session.
Trusted Device Management UI
"As a user, I want to manage my trusted devices so that I can revoke access from lost or unused devices."
Description

Provide a user interface within account settings that lists all trusted devices, displaying device name, last used date, and IP address. Include options to manually revoke trust for individual devices or all devices at once. Ensure the UI communicates revocation actions immediately to the backend, updating token status in real-time. The interface must be intuitive, mobile-responsive, and align with PulseBoard’s design standards.

Acceptance Criteria
Desktop View of Trusted Devices
Given a logged-in user on desktop, When they navigate to account settings > Trusted Devices, Then a table lists each device with name, last used date, and IP address adhering to design specs.
Single Device Revocation
Given a user viewing their trusted devices list, When they click 'Revoke' next to a device and confirm, Then the device is removed immediately from the list, and the backend invalidates the corresponding token.
Bulk Revocation of Devices
Given a user in the trusted devices UI, When they select 'Revoke All Devices' and confirm, Then all listed devices are removed at once, and the backend invalidates all associated tokens, updating the list to empty.
Real-Time UI Update Post-Revocation
Given a revocation action is triggered, When the server confirms token invalidation, Then the UI updates within 2 seconds to reflect the change without page refresh, showing a success message.
Mobile Responsive Trusted Devices List
Given a user on a mobile device, When they access the trusted devices section, Then the list displays correctly in a single-column layout with accessible touch controls for revocation, maintaining consistency with mobile design guidelines.

LinkGuard

Automatically revoke or expire magic links after a defined time or upon logout, ensuring single-use, time-bound access and preventing unauthorized link reuse.

Requirements

Configurable Expiration Timer
"As a marketing manager, I want to configure how long a magic link remains valid so that I can balance security needs with user convenience based on campaign requirements."
Description

Allow administrators to set a custom validity period for magic links, specifying the duration in hours or days. This feature ensures links automatically expire after the configured time, enhancing security by limiting the window of access and reducing the risk of unauthorized use.

Acceptance Criteria
Admin Configures Custom Expiration Timer
Given an administrator is on the LinkGuard settings page, When they set the expiration timer to 48 hours and save changes, Then the system persists the new timer configuration and displays a confirmation message.
Access Magic Link Within Validity Period
Given a magic link is generated with a 24-hour expiration, When the link is used within 24 hours of creation, Then the user is granted access successfully.
Magic Link Access After Expiration
Given a magic link has expired based on its configured timer, When a user attempts to use the link, Then the system rejects the access with an 'Expired Link' error message.
Existing Links Retain Original Expiration After Timer Update
Given a magic link was generated before an administrator changes the expiration timer, When the link is used after the admin updates the timer, Then the link should still adhere to the original expiration duration set at creation.
Default Expiration Applied When No Custom Value Provided
Given no custom expiration timer is configured, When a magic link is generated, Then the system applies the default expiration period of 24 hours.
Single-Use Enforcement
"As a marketing manager, I want each magic link to be invalidated after a single use so that I can prevent unauthorized reuse and maintain strict access control."
Description

Ensure that each magic link can only be used once by invalidating it immediately after the first successful authentication. This prevents link reuse and unauthorized access, reinforcing single-use security for sensitive actions.

Acceptance Criteria
First-Time Magic Link Authentication
Given a user receives a valid magic link When they click the link for the first time Then the system authenticates the user and invalidates the link so it cannot be used again
Repeated Magic Link Attempt
Given a magic link has already been used When the user clicks the same link again Then the system denies access with an 'Invalid or Expired Link' message
Concurrent Requests for Same Magic Link
Given two simultaneous requests using the same magic link When both requests reach the authentication server Then only the first request succeeds and the second request is rejected as invalid
Link Use After Logout
Given a user logs out after using a magic link When the user attempts to reuse the same link Then the system rejects the request and prompts for a new authentication link
Link Status Verification API Response
Given an API endpoint to check magic link status When queried with a valid used link Then the endpoint returns 'used' and for a valid unused link returns 'unused'
Revocation on Logout
"As a marketing manager, I want all magic links to be revoked upon user logout so that I can ensure complete session closure and prevent access from stale links."
Description

Automatically revoke any active magic link sessions when a user explicitly logs out, ensuring that no old links remain valid after session termination. This feature closes potential security gaps and maintains consistent session hygiene.

Acceptance Criteria
User initiates logout from web dashboard
Given a user is logged in via magic link on the web dashboard, When the user clicks 'Logout', Then all active magic link tokens for that user are marked as revoked, and any subsequent request using those tokens returns HTTP 401 Unauthorized.
User attempts to reuse revoked magic link
Given a magic link was used to log in and subsequently revoked on logout, When the user clicks the same link again, Then the system denies access and displays an 'Link expired' error message.
User logs out from mobile application
Given a user is logged in via magic link on the mobile app, When the user selects 'Logout', Then all active magic link tokens for that user—across mobile and web—are invalidated immediately.
Concurrent session handling
Given a user has two active magic link sessions in different browsers, When the user logs out from one session, Then both sessions’ tokens are revoked and any further requests with those tokens are denied.
Audit logging of revocation events
Given a user logs out via magic link, When the revocation process completes, Then a security event is recorded and the user activity log contains an entry 'Magic link revoked on logout'.
Admin Link Audit Dashboard
"As an administrator, I want a dashboard that shows all magic links and their statuses so that I can monitor link usage and quickly identify any security issues."
Description

Provide an administrative interface that lists all generated magic links, their status (active, expired, revoked), creation timestamp, and associated user. This dashboard enables quick auditing and troubleshooting of link-based accesses.

Acceptance Criteria
Viewing the Dashboard for Link Overview
Given an admin accesses the Link Audit Dashboard, when the page loads, then a table displays all generated magic links with columns for Link ID, Status, Creation Timestamp, and Associated User.
Filtering Links by Status
Given the dashboard is displayed, when the admin selects a status filter (Active, Expired, Revoked), then only links matching the selected status are shown in the table.
Sorting Links by Creation Date
Given the dashboard is displayed, when the admin clicks the Creation Timestamp column header, then the list of links is sorted ascending or descending by timestamp and the sort order indicator updates accordingly.
Searching Links by User
Given the dashboard provides a search field, when the admin enters a username or email and submits, then the table displays only links associated with that user and the search query is highlighted.
Exporting Link Audit Logs
Given the dashboard displays a list of links, when the admin clicks the Export CSV button, then a CSV file downloads containing the currently visible list of links with correct columns and file naming convention.
Expiration Notification Alerts
"As a marketing manager, I want to receive notifications when a magic link expires or is accessed after expiry so that I can take appropriate follow-up actions."
Description

Implement an alert system that notifies administrators or users when a magic link is about to expire or has been accessed after expiration. These notifications keep stakeholders informed and prompt timely actions if needed.

Acceptance Criteria
Upcoming Link Expiration Warning
Given a magic link has 30 minutes until expiration When the notification threshold is reached Then the system sends an email to the associated user containing the link ID, expiration time, and a prompt to renew access within 2 minutes of threshold
Post-Expiration Access Alert
Given a user clicks an expired magic link When the system detects expiration Then an alert is sent to the admin email with link ID, user ID, and access attempt timestamp within 1 minute
Customizable Alert Thresholds
Given an admin sets a custom alert threshold When creating or editing the link Then notifications are sent according to the custom threshold instead of the default setting
Escalation for Unacknowledged Alerts
Given a notification is not acknowledged by the user or admin within 10 minutes When the acknowledgment window closes Then the system escalates the alert via SMS to the admin's phone
Audit Logging of Notifications
Given any notification is sent When the event completes Then an audit log entry is recorded with timestamp, recipient, notification type, and link ID

LinkPulse

Track and analyze magic link delivery and click-through rates in real time, giving admins visibility into login success, user engagement, and potential deliverability issues.

Requirements

Real-time Link Delivery Tracking
"As an admin, I want to see the real-time delivery status of each magic link so that I can quickly detect and address any issues with email or SMS deliverability."
Description

Implement a system to capture and display the delivery status of each magic link in real time, indicating successful sends, failures, and pending deliveries. This functionality provides admins with immediate visibility into whether links are reaching users, helping to identify deliverability issues promptly and ensuring reliable access.

Acceptance Criteria
Successful Link Delivery Update
Given an admin is viewing the LinkPulse dashboard and a magic link is sent successfully, when the delivery status is received, then the dashboard must display 'Delivered' for that link within 5 seconds.
Failed Link Delivery Notification
Given an admin is viewing the LinkPulse dashboard and a magic link send fails, when the failure status and error code are received, then the dashboard must display 'Failed' along with the error code and timestamp within 5 seconds.
Pending Link Delivery Display
Given an admin initiates sending a magic link, when the delivery is still in progress, then the dashboard must display 'Pending' for that link until a final status is received.
Bulk Link Delivery Monitoring
Given an admin sends a batch of 100 magic links, when the system processes deliveries, then the dashboard must display individual statuses ('Delivered', 'Failed', or 'Pending') for all links within 10 seconds of send completion.
Real-time Dashboard Refresh
Given an admin keeps the LinkPulse dashboard open, when new delivery status updates arrive, then the dashboard must automatically refresh the relevant entries without a manual page reload and update the 'Last Updated' timestamp.
Click-Through Analytics Dashboard
"As a marketing manager, I want to view aggregated click-through metrics for my magic link campaigns so that I can evaluate user engagement and campaign effectiveness."
Description

Create an interactive dashboard that aggregates click-through data from all distributed magic links, showing metrics like total clicks, unique users, and click-through rate. The dashboard integrates with existing PulseBoard UI and allows filtering by date range, campaign, and user segment to support detailed analysis.

Acceptance Criteria
View Overall Click-Through Metrics
Given the user accesses the Click-Through Analytics Dashboard, when no filters are applied, then the dashboard displays total clicks, unique users, and click-through rate aggregated across all magic links.
Filter Dashboard by Date Range
Given the user selects a start and end date on the dashboard, when the user applies the date filter, then the dashboard updates to show metrics only for clicks occurring within the specified date range.
Filter Dashboard by Campaign
Given the user chooses a specific campaign from the campaign filter dropdown, when the filter is applied, then the dashboard displays click-through metrics exclusively for magic links associated with the selected campaign.
Filter Dashboard by User Segment
Given the user selects a defined user segment from the segment filter, when the filter is applied, then the dashboard shows click-through data only for users in that segment.
Real-Time Data Refresh
Given the dashboard is open and receiving data, when a new click event is registered, then the dashboard automatically refreshes within 30 seconds to include the latest click-through data without requiring a manual page reload.
Alert on Delivery Failures
"As an admin, I want to receive alerts when link delivery failures spike so that I can investigate and resolve potential issues before they impact user login."
Description

Configure AI-driven alerts that trigger notifications when magic link delivery failures exceed a defined threshold. Alerts can be sent via email or in-app notifications, guiding admins to investigate issues like invalid addresses, spam filtering, or service disruptions immediately.

Acceptance Criteria
Threshold Exceeded Alert Trigger
Given a predefined delivery failure threshold, when magic link delivery failures exceed this threshold within one hour, then an AI-driven alert is generated.
Email Notification Delivery
Given an AI-driven alert is generated, when sending via email, then the email is delivered to the admin’s configured address containing the failure count, threshold, and a link to the investigation dashboard.
In-App Notification Display
Given an AI-driven alert is generated, when the admin is logged into PulseBoard, then an in-app notification appears with the type 'Delivery Failure', failure metrics, and timestamp.
Admin Dashboard Alert Logging
Given an AI-driven alert is generated, when checking the Alert History in LinkPulse, then the alert entry is logged with type, timestamp, threshold, failure count, and resolution status 'Active'.
Automatic Alert Resolution
Given an active delivery failure alert, when failure rates fall below the threshold for 5 consecutive minutes, then the alert status automatically updates to 'Resolved' and the resolution is logged.
Segmented Engagement Reports
"As a marketing manager, I want to generate engagement reports segmented by user attributes so that I can tailor follow-up campaigns and improve targeting."
Description

Enable segmented reporting by user attributes (e.g., role, geography, device) to provide deeper insights into how different groups interact with magic links. Reports should allow exporting data and scheduling automated report delivery to stakeholders.

Acceptance Criteria
Role-Based Segment Selection
Given an admin selects 'Role' as the segmentation attribute and chooses one or more roles, when the report is generated, then the dashboard displays delivery rate, click-through rate, and total sent count filtered by the selected roles within 5 seconds.
Geography-Based Segment Reporting
Given an admin applies a 'Geography' filter and selects one or more regions or countries, when the report is executed, then the system shows aggregated engagement metrics for those regions matching the filter criteria and displays a count of unique users, with data accuracy verified against raw event logs.
Device-Type Segment Analysis
Given an admin filters by 'Device Type' and selects categories like 'Mobile' or 'Desktop', when the filtered report is viewed, then the displayed metrics include delivery success rate and click-through rate specifically for the selected device types, updated in real time.
Export Segment Data
Given an admin clicks the 'Export' button on a segmented report view, when the export is confirmed, then the system generates a CSV file containing all current report data fields (timestamp, user ID, segment attribute, metrics) and prompts the download within 10 seconds.
Automated Report Scheduling
Given an admin schedules a report for daily delivery, when they configure the schedule time and recipients, then the system saves the schedule, triggers report generation at the specified time, and queues emails accordingly.
Scheduled Report Delivery Notification
Given a scheduled report execution completes, when the system sends the automated email, then all recipients receive an email with the report attached as a CSV and a summary in the email body, and the email delivery status is logged with a success indicator.
Historical Trend Analysis
"As an admin, I want to analyze historical trends in link delivery and click-through rates so that I can make data-driven decisions and optimize future campaigns."
Description

Develop a trend analysis module that plots historic delivery and click-through metrics over customizable time periods. This will help admins identify patterns, seasonality, or anomalies in link performance over weeks or months.

Acceptance Criteria
Viewing Delivery Trends Over Past Month
Given the admin selects a 30-day time range, When the trend module loads, Then daily delivery rates are plotted accurately for each day; And the graph updates within 2 seconds; And any day with delivery deviation greater than 20% is marked with a red anomaly indicator; And hovering over a data point displays the exact delivery rate and date.
Customizable Time Range Selection
Given the admin inputs a custom start date and end date, When the date range is valid, Then the trend graph refreshes to show delivery and click-through metrics for that exact period; And the graph loads within 3 seconds for ranges up to one year; And if the start date is after the end date, an inline error message is displayed.
Seasonality Pattern Identification
Given the admin enables year-over-year comparison mode, When the module renders, Then the historical data for the current period and the same period last year are overlaid in distinct colors; And a legend clearly identifies each line; And data points match within 0.1% of backend metric values; And monthly peaks and troughs are visually highlighted.
Anomaly Alert Integration
Given the AI service detects a sudden drop of more than 30% in click-through rate, When the trend graph refreshes, Then the anomaly is flagged with an alert icon at the corresponding date; And clicking the icon shows the anomaly details including percentage change and timestamp; And an anomaly notification is sent to the admin within 1 minute.
Exporting Trend Data
Given the admin clicks the export button, When the request is processed, Then a CSV and PDF containing dates, delivery rates, click-through rates, and flagged anomalies are generated; And the file is available for download within 5 seconds; And the exported file matches the displayed graph data exactly.

SecureStep

Offer optional step-up verification—such as SMS or authenticator app prompts—after magic link click for high-risk accounts or sensitive actions, balancing convenience with extra protection.

Requirements

Risk Scoring Engine
"As a security manager, I want the system to assess risk levels automatically so that high-risk actions prompt additional verification while normal operations remain seamless."
Description

The system shall analyze user login history, device information, geolocation, and action sensitivity to compute a dynamic risk score in real-time. This score will determine whether step-up verification is necessary, ensuring high-risk scenarios trigger additional security without impacting low-risk user flows. The engine integrates with existing authentication modules and AI alerts to adaptively refine risk thresholds based on emerging threat patterns.

Acceptance Criteria
Low-Risk Known Device Login
Given a user logs in from a previously recognized device and matching geolocation When the risk scoring engine computes the risk score Then the score is below the step-up verification threshold and no additional verification is requested
Unfamiliar Device High-Risk Geolocation Login
Given a user attempts to log in from an unfamiliar device or IP geolocation When the risk scoring engine evaluates login history, device fingerprint, and geolocation data Then the computed risk score exceeds the configured high-risk threshold and step-up verification is triggered
Sensitive Action Post-Login Requiring Step-Up
Given a user is authenticated and initiates a sensitive account action (e.g., changing payment details) When the risk scoring engine factors in action sensitivity and contextual data Then the risk score surpasses the action-specific threshold and an SMS or authenticator app prompt is presented
Real-Time Risk Threshold Adjustment from AI Alert
Given the system receives an AI alert indicating emerging threat patterns When the risk scoring engine updates its threshold parameters in real time Then subsequent login attempts and actions use the new thresholds to determine if step-up verification is necessary
Fallback Behavior on Risk Engine Timeout
Given the risk scoring engine fails to respond within the defined SLA window during authentication When a login or sensitive action request is processed Then the system defaults to high-security mode and always prompts for step-up verification
Step-Up Verification Workflow
"As a marketing manager, I want to be prompted for additional verification when performing sensitive actions so that I can be confident my account remains secure."
Description

Implement a seamless step-up verification flow that, upon identifying high-risk scenarios, prompts users via their chosen channel (SMS or authenticator app) with minimal friction. The workflow should dynamically adjust based on action type—e.g., campaign deletions or billing changes—and ensure consistent UI/UX patterns across web and mobile views. Integration with PulseBoard’s existing magic link process is required to maintain coherence.

Acceptance Criteria
Billing Change Step-Up Verification
Given the user clicks the magic link and attempts to update billing information on a high-risk account When the system detects the billing change action Then it prompts the user to enter a one-time code sent via their selected channel and blocks the update until a valid code is entered (code expires after 5 minutes)
Campaign Deletion Step-Up Verification
Given the user clicks the magic link and initiates deletion of a campaign marked as critical When the system flags the action as high-risk Then it triggers a step-up verification via SMS or authenticator app and prevents the deletion until the correct code is provided
Sensitive Data Export Step-Up Verification
Given the user clicks the magic link and requests export of sensitive customer data When the system identifies the export action as high-risk Then it requires the user to complete step-up verification through their chosen channel before allowing the data export to proceed
New Device Login Step-Up Verification
Given the user uses a valid magic link from an unrecognized device When the system detects a new device login for an account classified as high-risk Then it sends a one-time verification code to the user's preferred channel and denies access until the correct code is entered
Billing Portal Access Step-Up Verification
Given the user clicks the magic link and navigates to the billing portal After two failed login attempts When billing portal access is identified as high-risk Then the user must complete step-up verification via SMS or authenticator before gaining further access
SMS OTP Integration
"As a user, I want to receive an OTP via SMS after logging in so that I have an extra layer of security for sensitive operations."
Description

Enable SMS-based one-time password delivery through a scalable SMS gateway, allowing users to receive and enter an OTP after magic link authentication. The feature should support international phone formats, retry mechanisms for failed deliveries, and secure storage of verification logs. It must integrate with the PulseBoard notification service and comply with data privacy regulations.

Acceptance Criteria
SMS OTP Delivery for Authentication
Given a user has clicked the magic link and initiated SMS OTP, when the system calls the SMS gateway, then the OTP must be delivered to the user’s phone within 5 seconds and a success status logged.
International Phone Format Handling
Given a user-provided international phone number in various formats, when the system normalizes and validates the number, then only valid E.164 numbers are accepted and OTPs sent successfully; invalid formats return a clear validation error.
OTP Retry Mechanism
Given an SMS OTP delivery failure due to network or gateway error, when the system automatically retries up to 3 times with exponential backoff, then each retry is logged and, after three failures, an error message prompts the user to contact support.
OTP Entry and Validation
Given a user receives a 6-digit OTP, when the user submits the code within 10 minutes, then the system verifies the code, grants access if correct, tracks up to 3 entry attempts, and returns an explicit error for expired or incorrect codes.
Verification Log Storage and Audit
Given any OTP request or submission, when the system records verification events, then each log entry includes timestamp, hashed phone number, OTP status, is encrypted at rest, retained for 90 days, and can be exported in CSV format for audit within 2 seconds per 10,000 entries.
Authenticator App Support
"As a user with advanced security needs, I want to use my authenticator app for step-up verification so that I can avoid SMS and have a more secure authentication method."
Description

Provide an option for users to link third-party authenticator apps (e.g., Google Authenticator, Authy) and generate time-based one-time passwords (TOTPs) when additional verification is triggered. The integration should include a secure key provisioning process, user enrollment flow, backup codes, and a fallback to SMS when the app is unavailable. This ensures flexibility and stronger security options.

Acceptance Criteria
Authenticator App Enrollment
Given the user selects “Enable Authenticator App” in security settings, the system generates and displays a QR code and secret key; when the user scans/enters the key and submits a valid TOTP, then the system links the authenticator app to the account and shows a success confirmation.
Secure Key Provisioning
Given the user initiates authenticator setup, the system generates a unique, securely random provisioning key (minimum 256 bits), encrypts it at rest, displays it only via QR code/obfuscated text, and logs the provisioning event.
TOTP Generation and Validation
Given a step-up verification is triggered for a sensitive action, when the user enters a TOTP from their linked authenticator app, then the system validates the code within the allowed time window (±30 seconds) and grants or denies access accordingly.
Backup Codes Management
Given the user opts to generate backup codes, the system creates exactly 10 single-use codes, displays them clearly for download or copy, and when a code is used during verification, marks it as consumed and prevents reuse.
SMS Fallback Verification
Given the user cannot access their authenticator app during step-up, when the user requests an SMS fallback, then the system sends a one-time code via SMS to the verified phone number (expires in 5 minutes) and validates it with the same rules as TOTP.
Security Configuration Dashboard
"As an admin, I want to configure which actions require step-up verification and monitor security metrics so that I can tailor security policies to my team’s needs."
Description

Develop an admin-facing dashboard within PulseBoard where marketing managers can configure risk thresholds, choose verification methods per user group, and monitor verification metrics (e.g., OTP success rate, fraudulent access attempts). The dashboard should include audit trails, real-time alerts, and role-based access controls, seamlessly integrated with PulseBoard’s existing settings UI.

Acceptance Criteria
Risk Threshold Configuration
Given an admin is on the Risk Threshold Configuration page When they enter a threshold value between 0% and 100% and click Save Then the system validates the input, persists the threshold, and displays a success confirmation And the new threshold appears in the list with its timestamp and applicable user groups
Verification Method Selection
Given an admin selects a user group in the dashboard When they choose one or more step-up methods (e.g., SMS, authenticator app) and click Apply Then the system saves the configuration and shows the selected methods next to the user group And any invalid combination of methods is rejected with an error message
Verification Metrics Monitoring
Given the admin navigates to the Verification Metrics section When the dashboard loads and refreshes data in real time Then the OTP success rate, delivery failures, and fraudulent access attempts are displayed accurately in charts and tables And metrics update automatically at least once per minute
Audit Trail Access
Given an admin views the Audit Trails tab When they filter logs by date range, user, or action type Then the dashboard displays the matching audit entries including timestamp, actor identity, and action details And the admin can export the filtered logs to CSV
Role-Based Access Control Enforcement
Given users with different roles (e.g., Super Admin, Marketing Manager, Read-Only User) When they access the Security Configuration Dashboard Then Super Admins and Marketing Managers see configuration and reports sections while Read-Only Users see only monitoring views And any unauthorized access attempts are blocked and logged

Scenario Simulator

Enables users to create multiple budget allocation scenarios across channels and instantly see projected next-week ROI for each scenario, helping them choose the most effective spend distribution.

Requirements

Scenario Creation Interface
"As a marketing manager, I want to easily create and configure multiple budget allocation scenarios across channels so that I can explore different spending options without manual calculations."
Description

Develop a user-friendly interface allowing users to add, remove, and adjust channel budget sliders or input fields to define multiple budget allocation scenarios. The interface should support intuitive drag-and-drop or form entry for each channel, display scenario names and key parameters clearly, and integrate seamlessly into the PulseBoard dashboard without disrupting existing layouts.

Acceptance Criteria
Creating a New Budget Allocation Scenario
Given the user is on the Scenario Simulator section of the dashboard When the user clicks “Add Scenario” Then a new scenario card appears with unique default name, editable channel budget sliders, and input fields labeled per channel.
Editing an Existing Channel Budget Slider
Given an existing scenario is displayed When the user adjusts any channel’s budget slider Then the corresponding numeric input field updates in real time and the total scenario budget recalculates instantly.
Removing a Budget Scenario
Given a scenario card is displayed When the user clicks the “Delete” icon and confirms deletion Then the scenario is removed from the list and the dashboard reflects the change without a page reload.
Reordering Scenarios via Drag-and-Drop
Given multiple scenario cards are present When the user drags a scenario card to a new position Then the order of scenarios updates immediately and persists after page refresh.
Validating Manual Budget Input
Given a user manually enters a budget value in a channel’s input field When the entered value is non-numeric or exceeds predefined channel limits Then an inline validation message is shown and saving is disabled until the value is corrected.
Real-time ROI Projection
"As a marketing manager, I want to see projected next-week ROI for each budget scenario in real time so that I can quickly identify the most effective spend distribution."
Description

Implement a projection engine that calculates and displays next-week ROI estimates instantly whenever a scenario is modified. The engine should leverage historical performance data, current trends, and AI models to generate accurate forecasts, updating projections in under two seconds to maintain interactivity.

Acceptance Criteria
Adjusting Budget for Social Media Campaign
Given a user modifies the budget allocation slider for the Social Media channel, When the change is applied, Then the ROI projection updates within 2 seconds using historical data, current trends, and AI models, and displays the new projected ROI with less than 5% variance from the AI model’s offline simulation.
Reallocating Funds After Email Campaign Spike
Given the user shifts 20% of the budget from Paid Search to Email Marketing after observing a campaign spike, When the scenario is saved, Then the engine recalculates the next-week ROI projection in under 2 seconds, displaying updated ROI values for both channels and overall spend.
Simultaneous Multi-Channel Budget Adjustments
Given the user adjusts budgets for three channels (SEO, Display Ads, Affiliate) in one session, When each slider is moved, Then the engine performs incremental updates ensuring the aggregate next-week ROI projection reflects all changes in under 2 seconds without UI freezing.
High Volume Historical Data Handling
Given the system uses six months of historical campaign data exceeding 10 million data points, When generating the ROI projection, Then the computation completes within 2 seconds and the result accuracy is within a 5% threshold compared to offline benchmark models.
Failure Recovery During Projection Calculation
Given a transient API failure from the AI forecasting service occurs, When the engine fails to retrieve model predictions, Then the UI shows a graceful error message, retries automatically up to two times, and if still unsuccessful, falls back to the last known projection and indicates data staleness.
Multi-Scenario Comparison Dashboard
"As a marketing manager, I want to compare several budget scenarios at once so that I can determine which allocation mix delivers the best overall performance."
Description

Create a comparison view that lists multiple scenarios side by side, highlighting differences in budget allocation and projected returns. Include sortable columns for metrics like total spend, projected ROI, and channel-level breakdowns, and visual indicators such as bar charts or heatmaps for quick comparative analysis.

Acceptance Criteria
Side-by-Side Scenario Comparison
Given the user has created two or more budget scenarios When they navigate to the comparison dashboard Then all scenarios are listed side by side with columns for total spend, projected ROI, and channel-level breakdown
Sortable Column Interaction
Given the comparison view is displayed When the user clicks on the header of any metric column Then the rows reorder in ascending order of that metric; clicking again toggles to descending order
Visual Indicator Accuracy
Given budget and ROI data are loaded When viewing the comparison dashboard Then bar charts accurately reflect budget proportions and heatmap colors correspond to ROI values based on the defined scale
Channel-Level Breakdown Highlight
Given multiple channels are included in scenarios When expanding a scenario row Then each channel's spend and projected ROI are displayed in nested rows with clear visual differentiation
Large Dataset Performance
Given 50+ scenarios exist When loading the comparison dashboard Then the view fully renders within 2 seconds with no noticeable UI lag
Input Parameter Validation
"As a marketing manager, I want immediate feedback on invalid budget inputs so that I can correct mistakes and trust the accuracy of the scenario projections."
Description

Add client-side and server-side validation rules to ensure budget values entered by users fall within acceptable ranges, prevent negative or non-numeric inputs, and enforce total budget constraints. Provide real-time feedback and error messages to guide users in correcting invalid entries.

Acceptance Criteria
User Attempts to Enter Negative Budget Value
When a user inputs a negative number in any channel budget field, the field displays a red border and an inline error message stating 'Budget must be between $0 and $100,000', and the form’s 'Simulate ROI' button remains disabled until a non-negative value is entered.
User Inputs Non-numeric Characters in Budget Field
When a user types letters or special characters into a budget input field, the field automatically strips non-numeric characters in real-time and displays an inline error message 'Please enter a valid numeric value' until only numbers are present.
User Exceeds Total Budget Constraint Across Channels
When the combined sum of all channel budgets exceeds the project’s total budget limit of $150,000, a summary error message 'Total budget cannot exceed $150,000' appears at the top of the form, and the 'Simulate ROI' button is disabled until the total is reduced.
User Enters Budget at Minimum Boundary
When a user enters the minimum allowable budget of $1 for a channel, the input is accepted without errors, the field displays a success indicator, and the 'Simulate ROI' button remains enabled.
Server-side Validation of Budget Parameter on Submission
Upon form submission, the server validates that all budget values are numeric, non-negative, and within their allowed per-channel and total limits. If valid, it returns HTTP 200 OK; if invalid, it returns HTTP 400 Bad Request with an error payload specifying each invalid field and reason.
Scenario Persistence and Sharing
"As a marketing manager, I want to save and share my budget scenarios with colleagues so that we can collaborate on campaign planning and align on decisions."
Description

Enable users to save scenarios to their profiles, assign custom names, and retrieve them later. Include functionality to export scenario details as shareable links or downloadable reports (PDF/CSV) so teams can collaborate on budget planning.

Acceptance Criteria
Save Custom Named Scenario
Given a marketing manager has configured channel budgets and entered a unique name, when they click Save Scenario, then the scenario is stored under their profile with the specified name and a success notification is displayed.
Retrieve Saved Scenario
Given a marketing manager is on the Scenario Simulator, when they select a saved scenario by name, then all budget allocations and projected ROI values are loaded exactly as saved.
Export Scenario as PDF
Given a marketing manager has a scenario loaded, when they choose Export as PDF, then the system generates and downloads a PDF file containing all scenario details, formatted correctly, with a file name including the scenario name and date.
Export Scenario as CSV
Given a marketing manager has a scenario loaded, when they choose Export as CSV, then the system generates and downloads a CSV file containing all scenario data in tabular form with appropriate headers.
Generate Shareable Link
Given a marketing manager has saved a scenario, when they request a shareable link, then the system provides a unique URL that loads the scenario in view-only mode for authorized users.
Handle Duplicate Scenario Names
Given a marketing manager attempts to save a scenario with an existing name, when they initiate the save, then the system prompts to overwrite or rename the scenario based on user choice.
Historical Data Integration
"As a marketing manager, I want the simulation to use actual historical data so that the forecasts are grounded in our recent campaign performance."
Description

Integrate past campaign performance data for each channel directly into the simulation engine. Automatically pull metrics from the last 4–6 weeks to calibrate ROI projections, ensuring scenario outputs reflect recent trends and seasonality.

Acceptance Criteria
Automatic Historical Data Retrieval
Given the user initiates a budget scenario, when the simulation engine loads, then it automatically pulls campaign metrics for each channel from the last 4–6 weeks and displays a 'Data Loaded' confirmation within 10 seconds.
Historical Data Accuracy Verification
Given historical data is fetched, when comparing values in the simulation interface to values in the source campaign database, then they must match 100% for all metrics and channels.
Data Normalization and Seasonality Adjustment
Given the raw data for different channels is loaded, when the simulation engine calibrates the ROI model, then it applies seasonality factors and normalizes metrics to a common scale before generating projections.
Data Refresh and Error Handling
Given the system encounters missing or failed data retrieval for any channel, when the data fetch request returns errors, then the system retries up to two times, logs the failure, and notifies the user with a descriptive error message.
Performance under Scale
Given historical data for up to 100 campaigns per channel, when the system fetches and processes the data, then the complete operation must finish within 15 seconds without degradation of simulation performance.

Confidence Bands

Displays ROI forecasts with customizable confidence intervals, showing best-case, expected, and worst-case ROI ranges, helping managers assess risk and make informed spending decisions.

Requirements

Forecast Data Integration
"As a marketing manager, I want the ROI forecasting engine to incorporate all my campaign and financial data so that I see accurate best-case, expected, and worst-case ROI ranges."
Description

The system must integrate campaign performance data and financial metrics into the ROI forecasting engine, ensuring accurate calculation of best-case, expected, and worst-case ROI bands for display in PulseBoard.

Acceptance Criteria
Real-time Campaign Data Retrieval
Given the ROI engine is connected to a live campaign data source When new performance metrics (clicks, impressions, conversions) are published Then the system ingests and stores the data within 5 minutes of availability
Financial Metrics Mapping
Given financial data from accounting systems (costs, budgets, revenues) When the data feed runs Then each financial metric is correctly mapped to its corresponding campaign in the forecasting engine
ROI Band Calculation Verification
Given historical campaign performance and integrated financial metrics When the forecasting engine runs a calculation Then it outputs best-case, expected, and worst-case ROI values within a 0.5% margin of error compared to a reference model
Confidence Bands Visualization
Given calculated ROI bands When a user views the Confidence Bands panel in PulseBoard Then the UI displays three distinct ranges (best, expected, worst) with clear labels and colored bands representing each range
Data Inconsistency Alerting
Given missing or anomalous input data for ROI forecasting When the engine detects inconsistencies Then an AI alert is generated and displayed in PulseBoard with details of the issue
Interval Customization
"As a marketing manager, I want to customize the confidence interval percentages so that I can tailor the risk assessment to my organization’s tolerance."
Description

Enable users to define and adjust confidence interval parameters (e.g., 90%, 95%, custom percentages) directly in the UI, with immediate impact on the displayed ROI forecast ranges.

Acceptance Criteria
Predefined Interval Selection
Given the user opens the confidence interval settings, when they select a predefined option (90%, 95%, or 99%) from the dropdown, then the ROI forecast chart updates within 2 seconds to display the corresponding confidence bands, and the selected percentage label is shown above the chart.
Custom Interval Entry
Given the user enters a custom confidence percentage between 50% and 99% in the input field and clicks Apply, when the input is valid, then the system updates the ROI forecast to reflect the new confidence interval within 2 seconds, displays the custom percentage label, and saves the value to the user’s preferences.
Slider Adjustment
Given the user adjusts the confidence interval slider, when the slider thumb is moved to a new value, then the ROI forecast chart immediately (within 1 second) reflects the adjusted confidence bands in real time, and the slider’s numerical value updates accordingly.
Invalid Interval Handling
Given the user inputs a non-numeric or out-of-range value (less than 50% or greater than 99%), when they attempt to apply, then the system prevents the update, highlights the input field with an error state, displays an inline validation message, and disables the Apply button.
Default Interval Initialization
Given the user loads the dashboard for the first time or resets settings, when no custom interval has been set, then the system defaults to a 95% confidence interval, displays the corresponding bands on the ROI forecast chart, and shows “95%” in the settings UI.
Interactive Band Visualization
"As a marketing manager, I want the confidence bands displayed as interactive overlays on ROI charts so that I can quickly interpret range values and trends on any device."
Description

Render the confidence bands on the dashboard as interactive, layered visualizations overlaid on ROI trend lines, with tooltips showing range values and seamless responsive behavior across devices.

Acceptance Criteria
Desktop Band Interaction
Given the user is on a desktop device and views the ROI trend chart with overlaid confidence bands, when they hover over any point on the trend line, then a tooltip appears showing the best-case, expected, and worst-case ROI values for that point, and the bands highlight accordingly.
Mobile Responsive Behavior
Given the user opens the dashboard on a mobile device, when they view the ROI trend with confidence bands, then the visualization adapts to the screen size, ensuring bands are legible, touch targets are at least 44px, and tooltips appear correctly upon tap.
Tooltip Content Accuracy
Given the confidence bands are rendered, when the tooltip is displayed for any data point, then it shows the correct numerical values for the lowest, expected, and highest ROI within the selected interval, formatted as percentages with one decimal place.
Legend Toggle Interaction
Given the legend lists the best-case, expected, and worst-case bands, when the user clicks or taps a legend item, then the corresponding band toggles visibility on the chart, and the chart updates without reloading the entire visualization.
Performance Under Data Load
Given the ROI dataset spans at least 12 months of weekly data points, when the chart with confidence bands is loaded, then the initial render and any interactive response (hover, legend toggle) complete within 200 milliseconds.
Real-Time Data Refresh
"As a marketing manager, I want the ROI confidence bands to update automatically with incoming data so that I always make decisions based on the latest performance."
Description

Automatically refresh confidence band calculations and visualizations in real time as new campaign data streams in, maintaining up-to-the-minute forecast accuracy without manual intervention.

Acceptance Criteria
Automated Refresh Activation
Given the system receives new campaign data, when the data arrives, then the confidence band forecasts refresh automatically within 2 seconds without user intervention.
Latency Threshold Compliance
Given high-frequency data updates, when data is streamed continuously, then the system ensures refresh latency does not exceed 2 seconds 95% of the time.
Error Handling for Stream Interruptions
Given a disruption in data streaming, when the system fails to receive new data for more than 10 seconds, then an AI alert notifies the user of the interruption and the dashboard displays the last known confidence bands.
Scalability Under High Volume
Given a surge in data volume of 1,000+ data points per minute, when the threshold is exceeded, then the refresh process completes within 5 seconds without data loss and maintains forecast accuracy.
Fallback to Last Known Data
Given persistent real-time stream failures beyond 30 seconds, when the system cannot fetch new data, then the dashboard displays a timestamped message 'Data paused at MM/DD/YYYY HH:MM:SS' and retains the last updated confidence bands.
Alert Threshold Settings
"As a marketing manager, I want to receive alerts when forecasted ROI deviates beyond my defined thresholds so that I can take immediate corrective action."
Description

Allow users to set alert thresholds for forecast deviations (e.g., worst-case ROI below a threshold), triggering AI-generated alerts when the actual ROI falls outside the defined bands.

Acceptance Criteria
User Configures Alert Threshold for Worst-case ROI
Given the user opens the alert settings panel and defines a worst-case ROI threshold, when a forecast update projects a worst-case ROI below this threshold, then the system triggers an AI-generated alert within 5 seconds.
Alert Notification Delivered via Email
Given the user has enabled email notifications, when an alert is triggered, then an email containing the alert type, breached threshold value, and timestamp is sent to the user’s registered email address within 1 minute.
Multiple Threshold Types Support
Given the user sets both worst-case and expected ROI thresholds, when either threshold is breached, then the system identifies the specific threshold breached and includes that information in the alert message.
Threshold Persistence Across Sessions
Given the user saves custom threshold settings, when the user logs out and back in, then the previously saved threshold values are automatically loaded and displayed in the alert settings panel.
Automatic Alert Suppression during Maintenance Window
Given the user schedules a maintenance window, when forecast deviations breach defined thresholds during this period, then alerts are suppressed and the deviations are logged for review afterward.
Export and Sharing Capability
"As a marketing manager, I want to export forecasts with confidence bands in CSV and PDF so that I can share detailed risk assessments with stakeholders."
Description

Provide export functionality to download ROI forecasts with confidence bands in CSV and PDF formats, preserving the interval parameters and enabling offline analysis and sharing.

Acceptance Criteria
Export ROI Forecast Data from Dashboard
Given the user is on the ROI forecast dashboard with confidence bands displayed, When the user clicks the 'Export' button and selects a file format, Then the system generates and prompts download of the forecast data including the confidence band intervals.
Export with Customized Confidence Band Settings
Given the user has adjusted the confidence band parameters (e.g., confidence level, date range), When the user exports the forecast, Then the exported file reflects the customized confidence band settings in the data.
Download Forecast as CSV File
Given the user selects 'CSV' as the export format, When the export is processed, Then the downloaded CSV file contains columns for best-case, expected, and worst-case ROI values along with their respective confidence band parameters and metadata.
Download Forecast as PDF File
Given the user selects 'PDF' as the export format, When the export is processed, Then the downloaded PDF visually represents the ROI forecast with confidence bands in a chart and includes a data table summarizing the interval values.
Export File Integrity and Metadata Preservation
Given an export is performed in any supported format, When the user opens the exported file, Then all forecast values, confidence band parameters, timestamps, and source channel identifiers are accurately preserved and match the dashboard view.

Auto-Adjust Advisor

Delivers AI-driven recommendations to tweak budgets, bids, and channel allocations automatically based on predicted ROI, streamlining optimization and maximizing returns with minimal manual intervention.

Requirements

Unified Channel Connector
"As a marketing manager, I want PulseBoard to automatically pull campaign data from all my ad platforms so that I don’t have to manually export and upload spreadsheets."
Description

Develop seamless integrations with major advertising platforms (e.g., Google Ads, Facebook Ads, LinkedIn Ads) to ingest campaign budgets, bids, spend, and performance metrics in real time. This ensures the Auto-Adjust Advisor has up-to-date data for accurate analysis and recommendations without manual data imports.

Acceptance Criteria
Real-time Data Ingestion from Google Ads
Given valid Google Ads API credentials are provided, When the connector initiates a sync, Then campaign budgets, bids, spend, and performance metrics are ingested within 5 minutes with a success status code and no missing fields.
Real-time Data Ingestion from Facebook Ads
Given valid Facebook Ads API credentials are provided, When the connector initiates a sync, Then campaign budgets, bids, spend, and performance metrics are ingested within 5 minutes with a success status code and all required data points populated.
Real-time Data Ingestion from LinkedIn Ads
Given valid LinkedIn Ads API credentials are provided, When the connector initiates a sync, Then campaign budgets, bids, spend, and performance metrics are ingested within 5 minutes with no errors and data accuracy above 99%.
Handling API Rate Limits and Retries
Given the connector encounters an API rate limit response, When a rate limit error is returned, Then the connector should implement exponential backoff and retry up to 3 times before logging a recoverable error without data loss.
Error Notification on Data Import Failure
Given any unrecoverable error occurs during data import, When the connector fails after retries, Then an alert is generated with error details and timestamp, and the system flags the integration status as 'Error'.
Predictive ROI Analyzer
"As a campaign analyst, I want PulseBoard to forecast future ROI based on past performance so that I can trust the Advisor’s recommendations for budget allocation."
Description

Implement an AI-driven prediction engine that analyzes historical campaign performance and external factors (seasonality, market trends) to forecast the expected ROI for each channel. The model should update continuously as new data arrives, providing reliable projections for budget adjustments.

Acceptance Criteria
Initial ROI Forecast on Campaign Launch
Given a campaign with historical performance data, when the user requests an initial ROI prediction, then the system returns an ROI forecast within 5 seconds that includes at least a 95% confidence interval.
Continuous ROI Model Update with New Data
Given new campaign performance data arrives hourly, when the system ingests this data, then the ROI projection updates automatically within 10 minutes, reflecting the latest metrics and logging the update timestamp.
Handling of External Factor Data Integration
Given daily imports of seasonality and market trend data, when the external data source updates, then the prediction model incorporates these factors without errors and validates that external data fields match the expected schema 100%.
Alerting on Projection Deviations
Given an ROI prediction deviates by more than 10% from the previous forecast, when the deviation threshold is met, then the system triggers an AI alert on the dashboard and sends an email notification to the user within 2 minutes.
ROI Projection Accuracy Benchmarking
Given at least 4 weeks of live campaign results, when comparing predicted ROI against actual ROI, then the mean absolute percentage error (MAPE) must be below 8% for at least 90% of campaigns.
Dynamic Budget Recommendation Engine
"As a marketing manager, I want the Advisor to suggest how to tweak my budgets and bids so that I can optimize return without manual trial and error."
Description

Build a rules-based and machine-learning hybrid engine that generates actionable recommendations for adjusting budgets, bids, and channel allocations. Recommendations should aim to maximize predicted ROI, respect user-defined constraints (daily spend limits, channel caps), and provide rationale for each suggestion.

Acceptance Criteria
Daily Spend Limit Enforcement
Given the user has set a daily spend limit When the engine generates budget recommendations Then no recommended daily budget exceeds the user-defined limit.
Channel Cap Compliance
Given channel allocation caps are configured When recommendations are produced Then the suggested channel budgets do not exceed their respective caps.
ROI Prediction Accuracy
Given historical campaign data When the engine forecasts ROI Then the predicted ROI falls within a 10% variance of actual performance over the last 30 days.
Recommendation Rationale Transparency
Given a generated recommendation When the user views the recommendation details Then the engine displays the key factors and model weights that influenced the suggestion.
Real-time Recommendation Update
Given live campaign performance data streams in When a significant change (>5%) is detected Then the engine updates recommendations within 5 minutes.
Automated Adjustment Execution
"As a marketing manager, I want PulseBoard to automatically update my ad budgets and bids on external platforms so that optimization actions are executed without manual intervention."
Description

Create a secure, API-driven execution module that can automatically apply approved budget or bid changes directly to integrated ad platforms. Include retry logic, error handling, and rollback capabilities to ensure adjustments are applied reliably and safely.

Acceptance Criteria
Successful Budget Adjustment Execution
Given a valid approved budget change request, When the execution module sends the API call to the ad platform, Then the ad platform returns a 200 OK response and the new budget is reflected accurately on that platform within 2 minutes.
Transient API Error Handling
Given the ad platform API returns a 503 Service Unavailable error on the first request, When the execution module automatically retries the request up to 3 times with exponential backoff, Then the module succeeds on a subsequent attempt and applies the adjustment without manual intervention.
Persistent API Failure and Rollback
Given the execution module exhausts all retry attempts without success, When the API continues to return 5xx errors, Then the module triggers a rollback of any partial changes and logs an alert for manual review.
Unauthorized Request Handling
Given the execution module uses expired or invalid credentials, When an adjustment request is sent, Then the ad platform responds with a 401 Unauthorized error and the module logs the incident without attempting retries.
Audit Logging Verification
Given any adjustment execution attempt, When the module processes the request, Then a detailed audit log entry is created including timestamp, user ID, change details, API response, and retry status.
Approval and Override Workflow
"As a marketing manager, I want to review and approve each recommended adjustment so that I retain control over critical campaign decisions."
Description

Design a user interface and workflow for reviewing, approving, or rejecting AI-generated recommendations. Provide granular controls to adjust suggested values before execution, set scheduled approval windows, and configure auto-approval rules under certain conditions.

Acceptance Criteria
Review AI Recommendation Prior to Execution
Given an AI-generated recommendation is available, when a manager accesses the Approval & Override interface before deployment, then the system displays current campaign values alongside suggested adjustments, and the manager can approve, reject, or modify any suggested values.
Manual Override of Suggested Values
Given a manager edits one or more suggested values in the recommendation, when the manager clicks 'Apply Override', then the system saves the overridden values, updates the recommendation preview, and includes the overrides in the final execution payload.
Configure Scheduled Approval Window
Given a manager configures a time window for approvals, when the schedule is saved, then any recommendations generated within the window are automatically queued for manager review during that period, and any generated outside the window remain pending until the next approved window.
Auto-Approval Rule Based on ROI Threshold
Given a manager sets an auto-approval rule with a minimum predicted ROI threshold, when an AI recommendation’s predicted ROI equals or exceeds the threshold, then the system automatically approves and executes the recommendation, logs the automated approval event, and notifies the manager.
Reject AI Recommendation with Feedback
Given a manager rejects a recommendation, when the manager enters and submits a rejection reason, then the system records the reason, marks the recommendation as 'Rejected', prevents its execution, and tracks the feedback for AI model improvement.
Adjustment History Log
"As a compliance officer, I want a detailed log of all budget adjustments so that I can audit changes and ensure accountability."
Description

Implement a comprehensive audit trail that records all recommendation details, user approvals, executed adjustments, timestamps, and before-and-after values. Provide filtering and export capabilities for compliance, reporting, and post-action analysis.

Acceptance Criteria
Logging Recommendation Details
Given an AI-driven recommendation is generated When the recommendation is saved Then the audit log entry records the recommendation ID, description, predicted ROI, parameters, and source model
Recording User Approvals
Given a user approval action When the user approves or rejects a recommendation Then the audit log captures the user ID, action taken, approval timestamp, and associated recommendation ID
Tracking Executed Adjustments
Given an approved recommendation When the system applies budget or bid adjustments Then the audit trail records before-and-after values, adjustment magnitude, execution timestamp, and execution status
Filtering and Exporting Log Entries
Given an admin user accessing the adjustment history log When filters for date range, user, or recommendation type are applied Then the system displays matching entries and allows export in CSV and JSON formats
Validating Timestamp Accuracy
Given multiple log entries created in quick succession When entries are retrieved Then each entry’s timestamp reflects the actual creation time with millisecond precision and correct time zone

Cross-Channel Synthesizer

Aggregates ROI predictions across all marketing channels into a unified forecast, enabling marketers to understand combined campaign impact and adjust overall strategies for balanced performance.

Requirements

Unified Data Aggregation
"As a marketing manager, I want a single data feed that consolidates metrics from all my advertising platforms so that I can avoid manual data merging and reduce reporting errors."
Description

Implement a data ingestion pipeline that collects raw performance metrics from each marketing channel, normalizes differing data schemas into a unified format, and stores the aggregated dataset in a centralized repository. This will ensure consistent, cross-channel inputs for ROI forecasting and streamline downstream processing.

Acceptance Criteria
Daily Ingestion of Social Media Metrics
Given the pipeline executes at scheduled intervals, when it runs, it retrieves raw performance metrics from Facebook, Twitter, and LinkedIn APIs and stores them in the staging area in the unified format within 30 minutes.
Schema Normalization of Email Marketing Data
Given raw email campaign data with varying field names, when processed by the normalization module, then all metrics are mapped to the unified schema without data loss or mismatch.
Centralized Repository Storage Validation
Given normalized datasets are ready, when stored, then the aggregated dataset is accessible via the central repository and passes integrity checks against source counts.
Handling Missing or Null Values
Given incoming data containing missing or null fields, when normalization runs, then default values are applied according to rules and logged for review without pipeline failure.
High-Volume Data Throughput
Given peak load conditions with a tenfold increase in data volume, when the ingestion pipeline processes data, then it completes the run within the SLA of one hour without errors.
Predictive ROI Modeling
"As a marketing manager, I want AI-driven ROI predictions for each channel so that I can proactively allocate budget to maximize overall campaign returns."
Description

Develop and integrate machine learning algorithms that analyze historical campaign performance and current spend to generate ROI predictions for each channel. The model should support parameter tuning, handle seasonal adjustments, and produce confidence intervals for forecasts.

Acceptance Criteria
Daily ROI Forecast Overview
Given historical and current spend data is available, When the system runs the ML model, Then the dashboard displays daily ROI predictions for each channel updated within 5 minutes of data ingestion.
Parameter Tuning Adjustment
Given the marketing manager adjusts a model parameter in the settings panel, When the parameter is saved, Then the system recalculates and displays updated ROI predictions within 2 minutes and shows a confirmation message.
Seasonal Trend Analysis
Given campaign data spans multiple seasons, When the model is executed, Then the forecast incorporates seasonal adjustment factors and includes the seasonal coefficient in the output report at a 95% confidence level.
Confidence Interval Validation
Given ROI predictions are generated, Then each prediction includes a 95% confidence interval and the interval width does not exceed ±10% of the predicted value.
Real-time ROI Alert Generation
Given real-time campaign data streaming is active, When a channel’s predicted ROI deviates by more than 20% from the rolling 7-day average, Then the system triggers an alert within 1 minute and displays a notification on the dashboard.
Forecast Visualization Dashboard
"As a marketing manager, I want to see a unified forecast chart and channel breakdowns so that I can quickly interpret combined campaign impact without switching between reports."
Description

Design and implement interactive visualizations within PulseBoard that display consolidated ROI forecasts, channel-level breakdowns, trend lines, and scenario comparisons. Ensure the dashboard is responsive, supports drill-downs, and aligns with the product’s UI standards.

Acceptance Criteria
Dashboard Initialization and Load Time
Given the user accesses the Forecast Visualization Dashboard, When the dashboard is requested, Then the consolidated ROI forecast and visualizations load within 2 seconds.
Channel-Level Breakdown Drill-Down
Given the user views the consolidated forecast chart, When the user clicks on a specific channel segment, Then the dashboard drills down to show detailed ROI breakdown for that channel.
Trend Line Interaction
Given the trend line is displayed, When the user hovers over a data point, Then a tooltip appears showing the exact forecast value and date.
Scenario Comparison Toggle
Given multiple forecast scenarios are available, When the user toggles between scenarios, Then the visualization updates instantly to reflect the selected scenario's ROI projections.
Responsive Display on Different Devices
Given the dashboard is accessed on various screen sizes (desktop, tablet, mobile), When the layout adapts, Then all charts remain legible, drill-downs function correctly, and UI elements align with design standards.
Threshold-based Alerting
"As a marketing manager, I want instant alerts when forecasted ROI drops below my targets so that I can immediately investigate issues and adjust strategies."
Description

Create a rules engine that monitors forecast deviations and triggers real-time alerts when predicted ROI for the aggregated campaign or individual channels crosses predefined thresholds. Alerts should be configurable and delivered via in-app notifications and email.

Acceptance Criteria
Threshold Configuration for Aggregated Forecast
Given a marketing manager has access to the threshold settings page, When they set a deviation threshold value for the aggregated forecast and save, Then the system persists the threshold and displays a confirmation message.
Aggregated Forecast Deviation Alert Triggering
Given the system’s forecasted ROI deviates from actual ROI beyond the configured aggregated threshold, When the deviation occurs, Then the system generates an aggregated forecast alert.
Channel-Level Forecast Deviation Alert Triggering
Given an individual channel’s forecasted ROI deviates from actual ROI beyond its configured threshold, When the deviation occurs for that channel, Then the system generates a channel-specific alert.
In-App Delivery of Threshold Alerts
Given an alert is generated, When the marketing manager is logged into PulseBoard, Then the alert appears in the in-app notification center within 30 seconds of generation.
Email Delivery of Threshold Alerts
Given an alert is generated, When the alert is generated, Then the system sends an email notification to the configured address within 60 seconds, including alert details and a link to the relevant dashboard.
Channel API Integration Framework
"As a marketing operations specialist, I want a standardized integration framework so that adding or updating channel connectors requires minimal custom development and reduces downtime."
Description

Build a modular API integration layer that supports secure, scalable connections to new and existing marketing platforms. Include authentication management, data polling/sync scheduling, error handling, and logging for maintenance and future channel onboarding.

Acceptance Criteria
Secure Authentication Token Exchange
Given valid API credentials are stored, when the integration layer initiates authentication, then it retrieves a bearer token over HTTPS and stores it encrypted in the secrets store; Given an expired token, when a new request is made, then the system automatically refreshes and updates the token without failure.
Scheduled Data Sync Execution
Given a configured sync schedule, when the scheduled time is reached, then the system polls the channel API, retrieves new campaign data, and stores it in the unified data store within 5 minutes; Given network latency, when retry policy is triggered, then the integration retries up to 3 times with exponential backoff.
Resilient Error Handling
Given an API call returns a 5xx error, when the error occurs, then the system captures the error code, retries according to the retry policy, and raises an alert if retries fail; Given a 4xx client error, when the error is returned, then the system logs the error and stops the retry attempts.
Detailed Integration Logging
Given any API interaction, when a request is sent or received, then the system logs timestamp, endpoint, payload size, and response code to the logging service; Given error conditions, when logging the event, then the log entry includes error stack trace and correlation ID.
New Channel Onboarding Process
Given a new channel configuration is provided, when the integration framework loads the channel module, then it validates required parameters, establishes a test connection, and reports status 'Connection Successful' within 2 minutes; Given missing required parameters, when validation fails, then the system returns clear error messages indicating missing fields.

Trend Trigger

Instantly flags significant deviations or emerging patterns in ROI forecasts, sending real-time alerts when predicted ROI falls outside predefined thresholds so teams can respond before performance dips.

Requirements

Threshold Configuration
"As a marketing manager, I want to configure ROI deviation thresholds for my campaigns so that I only receive alerts when meaningful anomalies occur."
Description

This requirement involves building a user interface that allows marketing managers to define and manage ROI deviation thresholds and emerging pattern triggers. Users can set upper and lower percentage bounds, select specific metrics (e.g., ROI, conversion rate), and apply these thresholds to individual campaigns or channels. The UI integrates with the configuration service to store user-defined rules, which are then consumed by the anomaly detection engine. By enabling tailored threshold settings, this functionality reduces false positives, ensures alerts are aligned with business goals, and empowers users to focus on the most impactful deviations.

Acceptance Criteria
Creating a New Threshold Rule
Given the user has navigated to the Threshold Configuration UI When the user enters a valid lower deviation percentage (e.g., 5%) and upper deviation percentage (e.g., 15%), selects 'ROI' as the metric, chooses 'Campaign A' as the target, and clicks 'Save' Then the system should persist the new rule to the configuration service and display a success message 'Threshold rule saved successfully'.
Editing an Existing Threshold Rule
Given the user views an existing threshold rule in the list When the user updates the upper deviation percentage from 15% to 20% and clicks 'Update' Then the system should update the rule in the configuration service and reflect the updated values in the UI without errors.
Deleting a Threshold Rule
Given the user views the list of threshold rules When the user selects 'Campaign B' ROI rule and clicks 'Delete' and confirms the action Then the system should remove the rule from the configuration service and no longer display it in the UI list, and show a confirmation 'Threshold rule deleted successfully'.
Validating Threshold Input Values
Given the user inputs an upper threshold percentage less than or equal to the lower threshold or outside the range 0–100 When the user attempts to save Then the system should prevent saving and display an inline error message indicating 'Upper threshold must be greater than lower threshold and both must be between 0 and 100'.
Persisting Threshold Rules After Page Reload
Given the user has saved one or more threshold rules When the user reloads or returns to the Threshold Configuration UI Then all previously saved rules should be retrieved from the configuration service and displayed accurately in the UI list with correct metric, campaign, and threshold values.
Real-Time Anomaly Detection Engine
"As a campaign analyst, I want the system to automatically detect ROI anomalies in real time so that I can address performance issues immediately."
Description

Implement a data-processing engine that continuously ingests campaign performance and ROI forecast data, evaluating it in real time against configured thresholds and learned baseline patterns. The engine leverages statistical methods and AI models to detect significant deviations or emerging trends, flags anomalies instantly, and pushes alert events to the notification service. This component integrates with the existing data pipeline, ensuring minimal latency between data arrival and anomaly detection. Real-time detection enables teams to address performance issues immediately, minimizing potential revenue impact.

Acceptance Criteria
Continuous Data Ingestion Stability
Given the system is ingesting campaign data at 1000 records per second for at least 1 hour, when processed by the anomaly detection engine, then data throughput is maintained without loss, processing latency remains under 500ms per record, and error rate does not exceed 0.1%.
Threshold Breach Alert Trigger
Given ROI forecast deviates beyond preconfigured upper or lower thresholds by at least 10%, when the deviation is detected in real time, then an anomaly event is generated and pushed to the notification service within 1 second.
AI Pattern Detection Accuracy
Given historical baseline campaign data, when AI models analyze incoming data over a rolling 24-hour window, then true positive rate of detected anomalies is at least 95% and false positive rate is below 5%.
Integration with Notification Service
Given an anomaly event is flagged, when the event payload is sent to the notification service API, then the API responds with HTTP 200 within 200ms and the alert is visible in the user dashboard within 2 seconds.
Low-Latency Processing Under Load
Given peak campaign traffic of 5000 records per second, when anomaly detection is active, then end-to-end detection latency does not exceed 2 seconds for 99% of events and system CPU utilization remains below 80%.
Multi-channel Alert Delivery
"As a marketing manager, I want to receive anomaly alerts through my preferred channels so that I can act on issues no matter where I’m working."
Description

Provide a notification delivery framework that supports multiple channels including email, SMS, and in-app notifications. Users can select their preferred delivery channels and customize alert message templates, subject lines, and content details. The framework integrates with third-party notification providers and ensures reliable message queuing, retry logic, and delivery status tracking. Multi-channel delivery guarantees that critical alerts reach users promptly, regardless of their current context or device, improving response times.

Acceptance Criteria
User Selects Preferred Delivery Channels
Given the user is on the notification settings page When they view available delivery channel options (email, SMS, in-app) Then they can select one or more channels and save their preferences successfully
User Customizes Alert Message Templates
Given the user opens the alert template editor When they modify subject lines, message body, or placeholder variables Then the system validates the template syntax and saves the customized template
Alerts Are Dispatched via Third-Party Providers
Given an alert is triggered for a campaign ROI deviation When the user has enabled email and SMS channels Then the system routes messages through the configured third-party providers and returns a delivery acknowledgment
Message Queuing and Retry Logic Functionality
Given a provider returns a temporary failure for a message When the system detects the failure Then it retries delivery up to three times with exponential backoff and logs each attempt
Delivery Status Tracking Displays Correct Status
Given an alert message has been sent When the user checks the delivery status dashboard Then they see the real-time status (queued, sent, failed) and timestamp for each delivery attempt
Historical Baseline Comparison
"As a marketing manager, I want to compare current ROI trends with historical baselines so that I can determine if an anomaly is truly unusual or part of normal variation."
Description

Develop functionality to compare current ROI and performance trends against historical baselines—such as the same period last week, month, or year—to provide context for anomalies. This requirement includes querying the analytics datastore, computing baseline metrics, and rendering comparisons within the dashboard visualizations. Integrating these comparisons helps users understand whether deviations are truly unexpected or part of normal seasonal or cyclical patterns, improving decision-making around campaign optimizations.

Acceptance Criteria
Baseline Data Retrieval for Same Period Last Month
Given a user views the dashboard for the current month’s ROI, when the system queries the analytics datastore, then it retrieves ROI data for the exact same date range in the previous month and confirms all data points are present and timestamped correctly.
Comparative Visualization in ROI Chart
Given the current and historical baseline data are available, when the dashboard renders the ROI chart, then it overlays or juxtaposes both data sets with distinct colors and labels, and displays the percentage difference.
Threshold Comparison and Anomaly Detection
Given predefined deviation thresholds, when the system computes the difference between current ROI and historical baseline, then it flags any deviation exceeding the threshold and triggers the Trend Trigger alert.
User Selection of Custom Historical Period
Given a user selects a custom historical comparison period (e.g., same week last year), when the system applies the selection, then it retrieves, computes, and displays the comparison accurately without manual recalibration.
Performance Impact Analysis Contextualization
Given a deviation is detected, when a user clicks the flagged ROI point, then a tooltip explains whether the deviation is within normal seasonal variance or an anomaly based on historical baseline patterns.
Alert Management Dashboard
"As a marketing manager, I want to manage and track all my anomaly alerts in one place so that I can keep my notifications organized and avoid missing critical issues."
Description

Create a dedicated alert management interface within PulseBoard where users can view, filter, sort, and act on all generated anomaly alerts. Core features include acknowledging alerts, marking false positives, snoozing alerts for a defined period, and archiving resolved notifications. This dashboard integrates with the user preferences service to respect notification settings and with logging for audit trails. Centralizing alert management reduces noise, streamlines workflows, and ensures critical issues receive appropriate follow-up.

Acceptance Criteria
Dashboard Alert Overview
Given a user navigates to the Alert Management Dashboard, When the dashboard loads, Then all active alerts are displayed in a table showing alert ID, severity, timestamp, affected channel, and ROI deviation.
Filter and Sort Alerts
Given a user applies a filter for severity "High" or sorts by timestamp descending, When the user confirms their selection, Then only alerts matching the filter or sort order are displayed and the results update within two seconds.
Alert Acknowledgment
Given an unacknowledged alert is shown in the dashboard, When the user clicks the "Acknowledge" button on that alert, Then the alert status changes to "Acknowledged", is visually marked, and is excluded from the active-unacknowledged view.
False Positive Marking
Given an alert flagged as irrelevant by the user, When the user selects "Mark as False Positive", Then the alert status changes to "False Positive", is removed from active alerts, and is logged in the audit trail with timestamp and user ID.
Alert Snoozing
Given a user chooses to snooze an alert for a defined period, When the user sets a snooze duration and confirms, Then the alert disappears from the active list for the specified period and reappears automatically after the duration ends.
Archiving Resolved Alerts
Given a user resolves an alert and selects "Archive", When the action is confirmed, Then the alert moves to the archived section, no longer appears in active alerts, and can be retrieved via the "Archived Alerts" filter.

Historical Heatmap

Visualizes past ROI forecast accuracy and trends in a color-coded timeline, allowing users to identify reliable periods, seasonal influences, and refine model parameters for more precise predictions.

Requirements

Data Aggregation Engine
"As a marketing manager, I want the system to aggregate past ROI forecast data across all campaigns so that I can quickly visualize and analyze historical performance trends in the heatmap."
Description

Implement a backend pipeline that consolidates historical ROI forecast accuracy data from multiple channels and timeframes into a unified database. This engine should clean, normalize, and store data in a format optimized for visualization, ensuring low-latency retrieval. It should support incremental updates and handle large datasets efficiently to power the heatmap feature without performance degradation.

Acceptance Criteria
Initial Bulk Data Consolidation
Given the system receives raw ROI forecast accuracy data from Channel A, Channel B, and Channel C for the past 12 months, when the Data Aggregation Engine runs the initial load, then all datasets are imported into the unified database without duplication and with 100% of records accounted for.
Incremental Data Updates
Given new ROI forecast accuracy records arrive hourly, when the engine processes incremental updates, then only new or updated records are merged into the database and existing records remain unchanged, with update latency under 5 minutes.
Data Cleaning and Normalization
When raw data fields contain missing or malformed values, then the engine applies predefined cleaning rules (e.g., filling missing timestamps, standardizing date formats), and normalized output passes validation checks with no nulls in key columns and consistent data types.
Performance Under Load
Given the database contains 1 million records, when the engine serves a heatmap visualization request, then data retrieval and aggregation execute within 500 milliseconds.
Error Handling and Monitoring
When a channel's data feed fails or provides corrupted data, then the system logs the error with context, retries up to 3 times with exponential back-off, and raises an alert if retries fail without affecting subsequent data feeds.
Color Mapping Configuration
"As a marketing manager, I want to adjust the color thresholds and scales on the heatmap so that I can highlight periods of high or low accuracy according to my own performance benchmarks."
Description

Create a flexible configuration module that applies color gradients to the heatmap cells based on ROI forecast accuracy thresholds. The module should allow customizable color scales, threshold settings, and legend generation. It must integrate seamlessly with the frontend, updating visuals in real time when parameters are adjusted, and ensure accessibility compliance for color-blind users.

Acceptance Criteria
Configure Color Scale for ROI Accuracy
Given the user opens the Color Mapping Configuration module When they define at least two colors and corresponding ROI accuracy thresholds Then the heatmap’s color gradient spans those colors correctly and thresholds are applied in the preview
Real-time Heatmap Update on Parameter Change
Given the user adjusts a color or threshold parameter When they confirm the change Then the heatmap visualization updates instantly without page reload
Persist Custom Threshold Settings Across Sessions
Given the user saves a set of custom color and threshold configurations When they log out and log back in Then their custom settings are loaded and applied automatically
Apply Color-blind Friendly Schemes
Given the user selects a color-blind mode option When the option is enabled Then the heatmap uses an approved color-blind friendly palette and passes WCAG 2.1 contrast checks
Generate Accurate Legend for Color Mapping
Given a configured color scale and thresholds When the module generates a legend Then the legend displays correct color swatches with matching threshold labels in ascending order
Interactive Timeline Navigation
"As a marketing manager, I want to zoom and pan through the historical timeline on the heatmap so that I can examine specific periods in more detail when investigating forecast performance."
Description

Develop frontend controls for zooming, panning, and selecting specific date ranges on the heatmap timeline. Include tooltips that display detailed metrics on hover and click, and allow quick toggling between granular (daily) and aggregated (weekly/monthly) views. This feature should enhance user interaction and facilitate deep dives into particular periods.

Acceptance Criteria
Zoom Controls Exploration
Given the user views the heatmap timeline with visible zoom controls When the user clicks the “Zoom In” button Then the timeline scales to the next finer level (e.g., monthly to weekly, weekly to daily) and date labels update accordingly When the user clicks “Zoom Out” Then the timeline scales to the next coarser level and date labels update accordingly
Timeline Panning
Given the heatmap timeline is zoomed in When the user clicks and drags horizontally Then the timeline pans smoothly in the direction of drag without data loss and updates visible date labels in real time
Date Range Selection
Given the heatmap displays a full date range When the user selects a start and end date via the range selector Then the heatmap updates to show only data within the selected range and axis labels adjust to fit the new bounds
Tooltip Metrics Display
Given the user hovers over or clicks on a specific cell in the heatmap Then a tooltip appears showing the period’s date range, actual ROI, forecast ROI, and forecast error percentage and remains visible until the user moves off or clicks elsewhere
Granularity Toggle
Given the timeline supports daily, weekly, and monthly views When the user toggles to weekly or monthly view Then the heatmap aggregates data correctly and updates color intensity and labels to reflect the selected granularity
Seasonal Trend Filter
"As a marketing manager, I want to apply a seasonal filter on the heatmap so that I can see how recurring events like holidays impact forecast accuracy over time."
Description

Implement a filter option that overlays seasonal patterns (e.g., holidays, quarters) onto the heatmap, allowing users to compare forecast accuracy against known seasonal events. This filter should support custom time windows and auto-detect recurring dates, helping identify seasonal influences on model performance.

Acceptance Criteria
Applying Seasonal Trend Filter
Given the user is viewing the historical heatmap When they enable the seasonal trend filter Then the heatmap overlays known seasonal patterns correctly aligned with the timeline
Selecting Predefined Seasonal Events
Given the filter panel is displayed When the user selects a predefined seasonal event (e.g., Q1, Christmas) Then the heatmap highlights the corresponding dates with distinct color codes
Defining Custom Time Windows
Given the user has opened the seasonal trend filter options When they enter a custom start and end date Then the system applies the filter to only the specified time window on the heatmap
Auto-Detecting Recurring Dates
Given the user activates auto-detect for recurring events When the system analyzes past data Then it identifies and marks recurring seasonal dates (e.g., Memorial Day) on the heatmap automatically
Comparing Forecast Accuracy Against Seasonal Events
Given seasonal patterns are overlaid on the heatmap When the user hovers over any season highlight Then the tooltip displays forecast accuracy metrics for that period and comparison to non-seasonal periods
Forecast Model Tuner
"As a marketing manager, I want the dashboard to recommend and apply model parameter changes based on historical heatmap trends so that I can continuously improve forecast accuracy without manual calculations."
Description

Build an integration panel that suggests parameter adjustments based on heatmap insights, enabling users to refine model configurations directly within the dashboard. Include recommended adjustments for smoothing factors, lookback windows, and confidence intervals, and allow one-click application of these changes to the forecasting engine.

Acceptance Criteria
Recommendations Display in Tuner Panel
Given the user opens the Forecast Model Tuner panel When heatmap insights are loaded Then the panel presents recommended values for smoothing factor, lookback window, and confidence intervals alongside the current settings
One-click Application of Parameter Adjustments
Given the user reviews the recommended parameters When the user clicks the ‘Apply Recommendations’ button Then the forecasting engine updates its configuration with the new parameters and the dashboard refreshes the forecast within 2 seconds
Forecast Recalculation Reflects New Parameters
Given the parameters have been applied When the forecasting engine completes recalculation Then the updated forecast and ROI accuracy metrics display on the dashboard and the heatmap updates to reflect the new model configuration
Parameter Persistence Across Sessions
Given the user applies parameter adjustments and closes the dashboard When the user reopens the Forecast Model Tuner panel Then the previously applied smoothing factor, lookback window, and confidence interval settings are loaded as the current configuration
Confidence Interval Range Validation
Given the user modifies the confidence interval recommendation When the user enters or selects a value Then the system validates that the value falls within the allowed range (90%–99%) and displays an error message for out-of-range inputs

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PulseBoard Launches Forecast Lens to Predict Campaign ROI with Unmatched Accuracy

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SAN FRANCISCO, CA – 2025-05-31 – PulseBoard, the leading real-time campaign analytics platform for small business marketing teams, today unveiled Forecast Lens, a groundbreaking AI-driven feature that delivers predictive spending projections and ROI forecasts with unparalleled precision. Forecast Lens equips marketers with forward-looking insights derived from historical performance patterns and live campaign data, empowering lean marketing teams to optimize budgets proactively and avoid mid-cycle surprises. As the digital advertising landscape continues to evolve at breakneck speed, marketers face mounting pressure to allocate resources efficiently and demonstrate return on investment. Traditional reporting tools often lag behind real-time performance, leaving teams to react rather than strategize. Forecast Lens bridges this gap by marrying advanced machine learning algorithms with intuitive visualization, enabling marketers to forecast next-week campaign costs, detect early warning signs of overspending, and make data-driven adjustments before performance falters. Forecast Lens integrates seamlessly into the existing PulseBoard dashboard. Upon activation, the feature analyzes historical pacing trends, seasonal variances, and current spend velocity across channels—Facebook Ads, Google Ads, LinkedIn, and more. The result is a dynamic projection of budget utilization and expected ROI, displayed through a visually compelling interface. Confidence Bands illustrate best-case, expected, and worst-case spending scenarios, helping marketers understand risk factors and set pragmatic goals. Trend Trigger alerts notify users when forecasts deviate from thresholds, ensuring proactive responses and minimizing budget shocks. “Effective budget management is at the heart of every successful marketing campaign,” said Alicia Nguyen, CEO of PulseBoard. “With Forecast Lens, we’re giving small business marketers the power to look ahead, anticipate cost dynamics, and pivot strategies before problems emerge. This feature transforms reporting from a retrospective exercise into a strategic planning tool, enabling faster, smarter decisions for teams of any size.” Early adopters have already reported marked improvements in budget predictability and ROI optimization. Growth-Driven Grace, a startup growth marketer based in Austin, Texas, integrated Forecast Lens into her weekly planning and saw a 15% reduction in forecast variance within the first month of use. “Forecast Lens has become our north star for budget allocation,” Grace commented. “By understanding potential overspend and ROI fluctuations in advance, we can reallocate resources to our highest-performing channels before end-of-week surprises derail our goals.” In addition to predictive charts and alerts, Forecast Lens offers exportable scenario simulations. Marketers can model different budget allocation scenarios—shifting funds between channels or adjusting pacing thresholds—and instantly review projected ROI for each. This Scenario Simulator capability accelerates decision-making during high-pressure planning cycles, helping teams coordinate cross-functional strategies without toggling between multiple tools. Forecast Lens is available today to all PulseBoard customers on the Growth and Enterprise plans at no additional cost. Setting up the feature is straightforward: navigate to the Forecast Lens tab in the settings menu, select your target campaigns, and define your desired confidence intervals. PulseBoard’s intuitive Contextual Coach tooltips guide users through each step, ensuring that teams achieve full configuration in under five minutes. About PulseBoard PulseBoard provides small business marketing managers with a unified, real-time dashboard that consolidates campaign data across channels. By slashing reporting and troubleshooting time by 60% and delivering AI-powered alerts for sudden issues or trends, PulseBoard empowers lean teams to act fast—no analytics expertise or tab-juggling required. Leading agencies, growth marketers, and non-technical business owners rely on PulseBoard to streamline workflows, enhance collaboration, and maximize return on ad spend. Media Contact: Jordan Patel Head of Communications, PulseBoard press@pulseboard.com (415) 555-0198

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PulseBoard Introduces Threaded Comment Streams to Revolutionize Team Collaboration

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NEW YORK, NY – 2025-05-31 – PulseBoard, the AI-driven marketing analytics platform championed by small business marketing teams, today announced the launch of Threaded Comment Streams, a next-generation collaboration feature designed to keep conversations organized, context-rich, and directly tied to campaign metrics. By embedding structured, inline discussions within campaign dashboards, Threaded Comment Streams transforms how cross-functional teams communicate and resolve performance issues in real time. Marketing campaigns thrive on collaboration between strategists, designers, copywriters, and analysts. Yet feedback often gets lost in emails, disparate chat threads, or siloed project management tools, leading to misalignment and delayed responses. Threaded Comment Streams addresses these challenges by enabling stakeholders to comment on specific metrics—such as click-through rates, conversion objectives, or budget pacing—within the context of the PulseBoard interface. This creates a single source of truth for all campaign-related discussions. Each comment thread supports rich text, mentions, file attachments, and action items. Team members can @mention colleagues to request updates, attach creative drafts for review, or link to external resources. Priority Pulse Flags complement the threaded streams, allowing users to assign urgency levels—high, medium, or low—to each discussion. These flags visually surface critical issues at the top of the dashboard, ensuring rapid triage and follow-up. “Effective cross-team collaboration is essential for campaign success, yet too often marketers waste valuable time hunting through scattered messages and version histories,” said Carlos Mendoza, Chief Product Officer at PulseBoard. “Threaded Comment Streams bring clarity and context by tying every conversation directly to the data that matters. Whether you’re a Channel Specialist reviewing ad performance or a Creative Lead fine-tuning visuals, you know where to find feedback, answers, and next steps.” Marketing operations teams also benefit from enhanced transparency. The Tag Insights Dashboard now incorporates metrics on comment volume, response times, and resolution rates, giving managers a panoramic view of collaboration health. This data-driven approach helps identify bottlenecks, training opportunities, and best practices—empowering continuous improvement in campaign workflows. Early testers report that Threaded Comment Streams has significantly reduced project turnaround times. Cross-Team Colin, a marketing strategist who coordinates content, design, and media teams for a national retailer, shared his experience: “Before PulseBoard’s threaded comments, I juggled email threads and Slack channels just to get feedback on ad creative. Now, our entire team collaborates seamlessly within the dashboard. We can see which comments are pending, who’s responsible, and when tasks are completed. It’s a game-changer for our workflow efficiency.” Threaded Comment Streams is available to all PulseBoard customers on the Professional, Growth, and Enterprise plans. Administrators can enable the feature in a single click from the Collaboration Settings panel. Once turned on, existing tags and metrics automatically become commentable, with no additional configuration required. The feature is accompanied by contextual, in-app guidance from PulseBoard’s Contextual Coach, ensuring teams adopt best practices from day one. About PulseBoard PulseBoard offers small business marketing managers a unified, real-time dashboard for cross-channel campaign management. By consolidating metrics, automating AI-powered alerts, and introducing collaborative tools like Threaded Comment Streams, PulseBoard helps lean teams respond faster, share insights effortlessly, and drive measurable results. From non-technical business owners to dedicated Channel Specialists, PulseBoard meets the needs of every marketing persona. Media Contact: Taylor Morgan Communications Director, PulseBoard taylor.morgan@pulseboard.com (212) 555-0246

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PulseBoard Rolls Out Magic Login Link with SecureStep Verification for Frictionless Access

Imagined Press Article

LOS ANGELES, CA – 2025-05-31 – PulseBoard, the real-time marketing analytics solution for small business teams, today announced the general availability of Magic Login Link with SecureStep, the latest advancement in passwordless authentication designed to streamline user access while maintaining enterprise-grade security. This enhancement aligns with PulseBoard’s commitment to reducing login friction and bolstering user trust in high-stakes campaign environments. As remote work accelerates and teams span time zones, password fatigue and security concerns have emerged as major barriers to productivity. Magic Login Link leverages one-click email authentication, allowing users to access their PulseBoard account by simply clicking a secure, time-bound link sent to their inbox. SecureStep adds an optional layer of security by prompting step-up verification—such as SMS codes or authenticator app approvals—for accounts flagged as high risk or when users perform sensitive actions, like changing threshold rules or exporting financial reports. “Login friction disrupts workflow, especially when marketers need immediate access to live data to troubleshoot issues or seize emerging opportunities,” said Priya Sharma, Vice President of Engineering at PulseBoard. “By introducing Magic Login Link and coupling it with SecureStep, we deliver the perfect balance of convenience and security. Users can get into their dashboards in seconds, while administrators retain the ability to enforce additional verification for critical tasks.” Key benefits of Magic Login Link with SecureStep include: • Instant Access: Users receive a branded, magic link email customized with company logos and color schemes via BrandLink, enabling one-click sign-in without passwords. • Trusted Devices: TrustMarker remembers secure devices after first login, reducing repeated prompts for known hardware while safeguarding against unauthorized access. • Time-Bound Links: LinkGuard ensures magic links expire after a defined period or upon logout, preventing link reuse and minimizing exposure. • Real-Time Insights: LinkPulse tracks delivery success rates and click-through metrics, allowing administrators to identify and troubleshoot deliverability issues. • Dynamic Step-Up: SecureStep prompts additional verification for specific accounts or actions, preserving a seamless experience for routine tasks while enforcing extra protection where it matters most. Magic Login Link with SecureStep has already demonstrated significant uptake during its beta program, with participating customers reporting a 45% reduction in help-desk login tickets and a 30% increase in daily active sessions. Agency Ally firms particularly value the streamlined onboarding for new clients, as consultants can grant immediate access without navigating complex password policies. Implementation is straightforward. Administrators can enable Magic Login Link from the Security Settings page, configure expiration times and step-up policies, and customize email branding—all within minutes. PulseBoard’s Live Guide Chat and Contextual Coach features provide real-time assistance during setup, ensuring teams can adopt the new authentication method without delay. About PulseBoard PulseBoard delivers a unified, AI-powered dashboard for small business marketing teams. By consolidating campaign data across channels, slashing reporting time by 60%, and introducing features like Magic Login Link with SecureStep, PulseBoard empowers marketers to respond swiftly to performance shifts, collaborate seamlessly, and secure their workflows with industry-leading tools. Media Contact: Samantha Lee Director of Security and Infrastructure, PulseBoard samantha.lee@pulseboard.com (310) 555-0673

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