aiecosvietnam

aiecos-social-crm

# AIECOS Social CRM [](https://github.com/aiecosvietnam/aiecos-social-crm/actions/workflows/ci.yml) [](LICENSE) [](https://aiecosvietnam.github.io/aiecos-social-crm/) Open-source template to sync Pancake (Zalo OA / Facebook Messenger / Instagram) data into your own Supabase, with a built-in admin UI, MCP server for AI agents, and B2B partner classification. **🌐 [Live demo](https://aiecosvietnam.github.io/aiecos-social-crm/)** · **📖 [Setup guide](SETUP.md)** · **🤖 [MCP usage](docs/MCP_USAGE.md)** ## 🎬 Demo https://github.com/aiecosvietnam/aiecos-social-crm/releases/download/v1.0.0/demo.mp4 _{11-second walkthrough — Dashboard · Inbox · Pipeline · Partner 360 · Performance. <br> Inline player auto-renders on GitHub.com. Fallback: **[direct download](https://github.com/aiecosvietnam/aiecos-social-crm/releases/download/v1.0.0/demo.mp4)**.} --- **What it does:** - 📥 Chrome extension reads Pancake DOM → POST to your sync receiver - 💾 Sync receiver writes to Supabase schema (`pages`, `customers`, `conversations`, `messages`) - 🖥 Standalone admin UI (single HTML file) reads from Supabase REST API - 🤖 MCP server lets Claude / any MCP client query data directly via natural language - 📊 5-stage partner classification: Active / Sleeping / At-Risk / Dormant / Churned - 📄 Export CSV + printable HTML reports - 💬 Built-in Inbox (3-pane), Triage alerts, Pipeline kanban - 🎭 Demo mode — try the UI instantly without setting up Supabase **Stack:** Node.js + Express, Supabase (Postgres + PostgREST), Chrome Manifest V3, MCP SDK. --- ## Architecture ``` ┌─────────────────┐ POST ┌──────────────────┐ upsert ┌──────────────┐ │ Pancake DOM │ ─────────▶ │ Sync Receiver │ ────────▶ │ Supabase │ │ (Chrome ext) │ │ (Node + Express) │ │ aiecos_social│ └─────────────────┘ └──────────────────┘ └──────┬───────┘ │ PostgREST ┌──────────────────────────────┘ ▼ ┌──────────────┐ ┌──────────────┐ │ Admin UI │ │ MCP Server │ │ (HTML/JS) │ │ (for Claude) │ └──────────────┘ └──────────────┘ ``` --- ## Screenshots **Admin UI — Dashboard** (live data from your own Supabase): - 📊 KPI cards: Total partners / Active / At-Risk / Dormant+Churned / Total messages - 📈 14-day activity trend (Customer vs Agent split) - 💬 Recent messages stream **Pipeline Kanban** — 5 stages with auto-classification: ``` ┌─────────┐ ┌──────────┐ ┌─────────┐ ┌─────────┐ ┌─────────┐ │ ACTIVE │ │ SLEEPING │ │ AT-RISK │ │ DORMANT │ │ CHURNED │ │ ≤ 3d │ │ 3-7d │ │ 7-30d │ │ 30-90d │ │ >90d │ └─────────┘ └──────────┘ └─────────┘ └─────────┘ └─────────┘ ``` **Triage** — Auto-alerts for partners going silent · **Partner 360** — Full table · **Performance** — Customer/Agent ratio + top partners → **[Try the live demo](https://aiecosvietnam.github.io/aiecos-social-crm/)** (connect to your Supabase via Settings) --- ## Folder structure ``` aiecos-social-crm/ ├── README.md ├── SETUP.md ← Start here ├── LICENSE ← MIT ├── docker-compose.yml ← One-command dev stack ├── .env.example ← Root env (for docker compose) ├── chrome-extension/ ← AIECOS Pancake Connector (Manifest V3) ├── sync-receiver/ ← Express server + Dockerfile + schema.sql ├── mcp-server/ ← MCP server for Claude ├── admin-ui/ ← Single-file HTML dashboard ├── examples/ ← Curl scripts, seed data, MCP prompts ├── docs/ │ ├── DEPLOY.md ← Production deployment guide │ ├── MCP_USAGE.md ← MCP tool reference │ └── ARCHITECTURE.md ← Internals └── .github/workflows/ └── ci.yml ← Syntax + secret scan + docker build ``` --- ## Quick start (1 minute — Docker) ```bash # Boot the entire stack: Postgres + PostgREST + sync receiver + admin UI cp .env.example .env docker compose up -d # Inject demo data (5 partners across all stages) bash examples/seed-demo-data.sh # Open admin UI open http://localhost:8080 # → Settings → Supabase URL: http://localhost:3000 → Schema: aiecos_social → Save ``` Done. You can now see Active / Sleeping / At-Risk / Dormant / Churned partners in the kanban. ## Quick start (manual, step-by-step) ```bash # 1. Set up Supabase (cloud or self-host) + run schema.sql psql -f sync-receiver/schema.sql # 2. Start sync receiver cd sync-receiver cp .env.example .env # edit with your Supabase credentials npm install npm start # 3. Open admin UI in browser open admin-ui/index.html # → Click Settings → paste your Supabase URL + anon key # 4. Install Chrome extension # chrome://extensions/ → Load unpacked → select chrome-extension/ # 5. (Optional) Wire MCP server to Claude cd mcp-server && npm install # Add to ~/.claude.json mcpServers, then restart Claude Code ``` Full step-by-step instructions: **[SETUP.md](SETUP.md)** --- ## Why this template? Most CRMs lock you into their data silo. This template gives you: | Feature | Benefit | |---|---| | Own your data | Self-host Supabase, full Postgres access | | AI-ready | MCP server exposes data to Claude / any LLM | | Multi-channel | Facebook + Zalo OA + Instagram via single Pancake account | | Zero vendor lock | All code MIT, no proprietary deps | | B2B-aware | Partner classification (Active → Churned) out of the box | | Audit trail | Every message logged with timestamp + sender_type | --- ## Use cases - **B2B distributors**: Track shop partners, alert when they go silent - **D2C brands**: Multi-channel inbox aggregation - **Agencies**: White-label social CRM for clients - **AI assistants**: Feed conversation history to your AI agents --- ## Roadmap - [ ] Add HubSpot / Salesforce sync - [ ] Webhook out (Slack/Telegram alerts) - [ ] Tag/segment management UI - [ ] LLM-powered reply suggestions --- ## ☕ Support development Nếu template này giúp ích cho bạn, ủng hộ một ly cà phê để mình tiếp tục build thêm nhiều dự án **mã nguồn mở thực tế** cho cộng đồng dev Việt Nam. > *If this template saved you time, consider supporting future open-source work. 100% goes back into building more real-world templates (CRM, AI agents, integrations like KiotViet/MISA/HubSpot/Shopify, Vietnamese + English docs).* ### 🇻🇳 MoMo · VietQR · Napas247 <p align="center"> <img src="https://github.com/aiecosvietnam/aiecos-social-crm/releases/download/v1.0.0/donate-momo.jpg" alt="MoMo / VietQR donate" width="320" /> </p> <p align="center"> <b>NGUYEN TAN HOANG</b><br> <code>PSG2614514200000011</code> · NH: MoMo<br> _{Scan with MoMo / any VietQR-compatible app (Vietcombank, Techcombank, MB, TPBank, …)} </p> ### 🌍 Other ways to support | Action | Why it helps | |---|---| | ⭐ **Star this repo** | Boosts visibility → more devs find it → more contributors | | 🐛 **Open issues / PRs** | Real-world feedback shapes the roadmap | | 📢 **Share with your network** | Especially if you work on Vietnam social-commerce | | 💼 **Hire AIECOS** for custom builds | [aiecos.ai](https://aiecos.ai) — AI Sale Agent / AI Customer Care / custom CRM | | 🐦 **Tag us when shipping** | Twitter / LinkedIn — we'll amplify | **Cảm ơn 🙏** — every star, comment, donation keeps this momentum going. --- ## Credits Built by **[AIECOS](https://aiecos.ai)** — open-source AI infrastructure for Vietnamese businesses. Released under MIT. PRs welcome.