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## Comprehensive Investigation Report: RateRight Phone AI Project

---

### 1. FRAMEWORK & DEPENDENCIES

**Package.json Analysis:**
- **Framework**: Express.js (Node.js backend)
- **Key Dependencies**:
  - `express` (^4.22.1) - Web server
  - `twilio` (^4.20.0) - Phone system integration
  - `axios` (^1.6.0) - HTTP requests
  - `dotenv` (^16.3.1) - Environment configuration

**Notable Absence**: No OpenAI/Whisper dependencies in this package. Speech-to-text is handled by **Vapi.ai** (not listed in package.json as it's a third-party service).

---

### 2. GIT REMOTE

**Repository Configuration:**
- **User**: Rivet (rivet@rateright.com.au)
- **No remote configured** - This is a local git repository only
- Repository format version: 0

---

### 3. APP STRUCTURE - Complete File Listing

```
/home/ccuser/rateright-phone-ai/
├── .env.example                 # Configuration template
├── .env.rateright-phone         # Production credentials
├── .git/                        # Git repository
├── .gitignore                   # Git exclusions
├── BUILD.md                     # Detailed build specification
├── CLAUDE.md                    # Development notes for Claude
├── README.md                    # Complete documentation
├── package.json                 # Dependencies
├── package-lock.json            # Locked versions
├── webhook-server.js            # Alternative webhook server (Telegram)
├── node_modules/                # Dependencies (102 directories)
├── scripts/
│   ├── setup-vapi.js            # Create Vapi assistants
│   ├── setup-twilio.js          # Configure Twilio forwarding
│   └── test-webhook.js          # Test webhook handler with mock data
└── src/
    ├── index.js                 # Main Express server (33 lines)
    ├── vapi/
    │   ├── setup.js             # Assistant configuration (144 lines)
    │   └── webhook.js           # Call event handler (207 lines)
    ├── twilio/
    │   └── forwarding.js        # Call routing configuration (99 lines)
    ├── growth-engine/
    │   └── client.js            # CRM integration (57 lines)
    └── notifications/
        └── alert.js             # Slack + SMS alerts (153 lines)
```

**Total Source Code**: ~690 lines (excluding node_modules)

---

### 4. ALL SOURCE FILES - DETAILED ANALYSIS

#### **src/index.js** (Main Server)
- Starts Express server on port 3000
- Mounts Vapi webhook router
- Health check endpoint at `/`

#### **src/vapi/setup.js** (Assistant Configuration)
- Creates two AI assistants via Vapi API
- **Assistant 1**: "rateright-main" (Main Line +61 468 087 171)
- **Assistant 2**: "rateright-line2" (Line 2 +61 426 246 472)
- Configuration includes:
  - GPT-4o model with system prompt
  - Azure voice (en-AU-NatashaNeural - Australian female)
  - Deepgram transcriber (Nova-2, phonecall model)
  - Background noise reduction enabled
  - Call recording enabled
  - Conversation temperature: 0.7 (natural)

#### **src/vapi/webhook.js** (Call Event Handler)
- Receives Vapi webhooks for: `call.started`, `call.ended`, `transcript`
- **Data Extraction** from transcripts:
  - Name (regex pattern matching)
  - Type (worker or hirer)
  - Trade (predefined list: carpenter, electrician, plumber, builder, labourer, painter, bricklayer)
  - Location (Australian suburbs/states)
  - Timeline (ASAP, Immediate, Next week, Next month)
  - Quantity (number patterns for workers needed)
- Triggers downstream actions (Growth Engine logging + notifications)

#### **src/twilio/forwarding.js** (Call Routing)
- Configures Twilio phone numbers for conditional forwarding
- Default: 8 seconds (2 rings) before forwarding to Vapi
- Uses TwiML for no-answer handling
- Requires Vapi phone number assignment

#### **src/growth-engine/client.js** (CRM Integration)
- POSTs lead data to Growth Engine API
- Endpoint: `${GROWTH_ENGINE_API_URL}/api/leads`
- Sends: phone, name, type, trade, location, timeline, quantity, transcript, recording URL, metadata
- Requires `GROWTH_ENGINE_API_KEY` environment variable

#### **src/notifications/alert.js** (Alerts)
- Sends dual notifications:
  1. **Slack**: Formatted message blocks with lead details + recording link
  2. **SMS via Twilio**: Text message to Michael's phone
- Emoji indicators: 💼 for hirers, 👷 for workers
- Graceful degradation if webhooks not configured

#### **scripts/setup-vapi.js**
- One-time setup script to create assistants
- Reads Vapi key from `~/.env.rateright-phone`
- Outputs assistant IDs for later configuration

#### **scripts/setup-twilio.js**
- Interactive script to configure Twilio forwarding
- Prompts for Vapi phone numbers
- Sets up both phone lines

#### **scripts/test-webhook.js**
- Mock webhook tester
- Sends fake "call.ended" event with realistic transcript
- Helps verify extraction and notification logic

#### **webhook-server.js** (Alternative Implementation)
- Uses Telegram instead of Slack/SMS
- Appears to be an older/alternative approach
- Not integrated with main system

---

### 5. VOICE/WHISPER/SPEECH INTEGRATION

**YES - Comprehensive Voice Integration:**

1. **Vapi.ai** (Primary - Speech-to-Speech):
   - Handles the complete voice pipeline
   - **STT**: Deepgram Nova-2 (Australian English)
   - **LLM**: GPT-4o via Vapi
   - **TTS**: Azure (en-AU-NatashaNeural - Australian female)
   - Real-time transcription
   - Recording capability enabled
   - Background noise reduction

2. **No Whisper**: The project uses Deepgram for STT (more optimized for real-time phone calls than Whisper)

3. **Voice Personality**:
   - Assistants are "Sarah" - Friendly Australian receptionist
   - First message: "G'day, thanks for calling RateRight. This is Sarah - how can I help you today?"
   - Temperature 0.7 for natural, conversational responses
   - Max 250 tokens per response (keeps it concise)

---

### 6. TWILIO INTEGRATION

**YES - Full Twilio Integration:**

1. **Phone Numbers**:
   - Main Line: **+61 468 087 171**
   - Line 2: **+61 426 246 472**

2. **Architecture**:
   - Twilio receives inbound calls
   - Rings for 8 seconds (~2 rings) if no human answers
   - Auto-forwards to Vapi on no-answer
   - Vapi handles the conversation
   - Call ends → Webhook fires to this Node.js server

3. **Credentials Required**:
   - TWILIO_ACCOUNT_SID
   - TWILIO_API_KEY_SID
   - TWILIO_API_KEY_SECRET
   - TWILIO_PHONE_NUMBER (for SMS sending)

4. **SMS Notification**: Uses Twilio to send call summaries to Michael's phone

---

### 7. WHAT THIS APP ACTUALLY DOES

**Core Purpose**: AI Receptionist System for Lead Qualification

**Flow**:
```
Phone Call to +61 468 087 171 or +61 426 246 472
    ↓
Rings for 2 rings (~8 seconds)
    ↓
No human answer?
    ↓
Auto-forward to Vapi
    ↓
"Sarah" (AI) answers with warm Australian greeting
    ↓
Qualification Conversation:
- "Are you looking to find work, or hire workers?"
- If Worker: collects trade, location, name, phone
- If Hirer: collects worker type, quantity, start date, job location, name, phone
    ↓
Call ends
    ↓
Server receives webhook with full transcript
    ↓
Extracts lead data using regex patterns
    ↓
Logs to Growth Engine CRM
    ↓
Sends Slack notification to #growth-alerts
    ↓
Sends SMS to Michael with summary
```

**Two Phone Lines**:
1. **Main Line** (+61 468 087 171): General inquiry lead qualification
2. **Line 2** (+61 426 246 472): TBD (placeholder, same script for now)

---

### 8. DEPLOYMENT STATUS

**Environment**:
- Can run locally or on any Node.js hosting
- Requires public URL for webhooks (uses ngrok in dev)
- Port: 3000 (configurable via `PORT` env var)

**Deployment Ready**:
- Documented setup in BUILD.md and README.md
- Can deploy to Railway, Render, Heroku, etc.
- No database required (stateless)

**Status Note**: README.md indicates:
- ✅ Phase 1: Vapi assistants created
- 🔄 Phase 2: Twilio forwarding (needs Vapi phone numbers)
- ✅ Phase 3: Growth Engine integration ready
- ✅ Phase 4: Notifications ready

---

### 9. SUPABASE CONNECTION

**NO** - No direct Supabase connection in this project.

However:
- Uses Growth Engine API for CRM (presumably Supabase-backed)
- Growth Engine integration at: `GROWTH_ENGINE_API_URL`
- All lead data eventually flows to Growth Engine

---

### 10. RELATIONSHIP TO RATERIGHT-GROWTH PROJECTS

**Three Related but Distinct Systems:**

#### **A. `/home/ccuser/rateright-phone-ai/` (This Project)**
- **Purpose**: Lead qualification via phone
- **Tech**: Node.js + Vapi + GPT-4o
- **Voice**: Azure TTS (female Australian)
- **Phone Numbers**: +61 468 087 171, +61 426 246 472
- **What It Does**: Answers unanswered calls, qualifies as worker/hirer, logs to CRM
- **Status**: MVP phase, ready for deployment
- **Deployment**: Can be standalone server

#### **B. `/home/ccuser/rateright-growth/phone-ai/` (Growth Repo)**
- **Purpose**: Vapi configuration/management for RateRight
- **Tech**: Node.js + Vapi SDK + OpenAI Realtime API
- **Voice**: OpenAI `alloy` voice (male)
- **Files**: Setup scripts, Vapi config JSON, test files
- **Key Difference**: Uses OpenAI Realtime API (lower latency) vs. GPT-4o in phone-ai repo
- **Status**: Configuration and testing for Growth Engine integration

#### **C. `/home/ccuser/rateright-growth/voice-assistant/` (Voice Assistant)**
- **Purpose**: Real-time voice phone system - "Rivet" (AI COO)
- **Tech**: Python + Pipecat + Twilio Media Streams + Claude Opus 4.5
- **Phone**: +61238205443 (different number)
- **Voice**: ElevenLabs TTS (voice: "Charlie")
- **STT**: Deepgram (same as phone-ai)
- **Use Case**: Michael's AI COO for business calls (not customer-facing)
- **Personality**: Direct, no-nonsense business advisor
- **Status**: Running as systemd service

**Key Distinctions**:

| Aspect | phone-ai (This) | phone-ai (Growth) | voice-assistant |
|--------|-----------------|-------------------|-----------------|
| **Purpose** | Customer lead qualification | Vapi management | AI COO system |
| **Language** | Node.js | Node.js | Python |
| **LLM** | GPT-4o | OpenAI Realtime | Claude Opus 4.5 |
| **TTS** | Azure (female) | OpenAI (male) | ElevenLabs (Charlie) |
| **Phone** | +61 468 087 171, +61 426 246 472 | Same | +61238205443 |
| **User** | Customers | System | Michael (founder) |
| **Architecture** | Vapi + Webhook | Vapi SDK | Pipecat + Twilio Media Streams |
| **Real-time** | Via Vapi | Via Vapi | Full RTL via WebSocket |

**Relationship Flow**:
```
Inbound Call to RateRight
    ↓
phone-ai (This Project)
    → Qualifies leads
    → Logs to Growth Engine
    → Sends notifications
    ↓
Growth Engine Dashboard
    ↓
voice-assistant (Rivet)
    → Allows Michael to review/act on leads
```

---

### 11. ENVIRONMENT CONFIGURATION

**Required Variables** (from .env.example):
```
VAPI_API_KEY                    # Vapi.ai API key
VAPI_PUBLIC_KEY                 # Vapi public key (already set: 904af378...)
TWILIO_ACCOUNT_SID              # Twilio account ID
TWILIO_API_KEY_SID              # Twilio API key ID
TWILIO_API_KEY_SECRET           # Twilio API secret
TWILIO_PHONE_NUMBER             # Twilio sender number
GROWTH_ENGINE_API_URL           # CRM endpoint (default: https://api.growthengine.com)
GROWTH_ENGINE_API_KEY           # CRM authentication
SLACK_WEBHOOK_URL               # Slack integration
MICHAEL_PHONE                   # SMS recipient (+61412345678 format)
PORT                            # Server port (default: 3000)
WEBHOOK_BASE_URL                # Public webhook URL for Vapi callbacks
```

---

### 12. COST ANALYSIS

**Estimated per call** (from README.md):
- Vapi: ~$0.10-0.15/minute
- Twilio: Standard forwarding rates
- Deepgram: Included in Vapi
- Azure TTS: Included in Vapi
- **Total**: $0.15-0.25 per call (assuming 2-3 min average)

---

### 13. KEY INSIGHTS

**Architecture Strengths**:
1. ✅ **Minimal code** (~690 lines) - Easy to maintain
2. ✅ **Stateless** - Can scale horizontally
3. ✅ **Webhook-based** - No polling required
4. ✅ **Natural voice** - Australian-sounding, not robotic
5. ✅ **Smart extraction** - Regex + AI parsing for lead data
6. ✅ **Dual notifications** - Slack + SMS ensures alerts

**Data Flow**:
- Call transcript → Regex extraction → Growth Engine API → Slack + SMS

**Limitations**:
1. Simple regex extraction (note in code: TODO use Vapi function calling)
2. No conversation context between calls
3. No call recording storage (just URL from Vapi)
4. Limited to predefined trades in extraction

**Next Steps** (from README):
- Get Vapi phone numbers
- Configure Twilio forwarding
- Deploy to production
- Test both lines
- Update Line 2 script when Michael specifies use case

---

### SUMMARY TABLE

| Question | Answer |
|----------|--------|
| **Framework** | Express.js (Node.js) |
| **Dependencies** | Twilio, Axios, Express, Dotenv |
| **Voice Tech** | Vapi.ai (Deepgram STT + Azure TTS) |
| **Whisper** | No - uses Deepgram instead |
| **Twilio** | Yes - full integration |
| **Supabase** | No direct connection |
| **LLM** | GPT-4o via Vapi |
| **Phone Numbers** | +61 468 087 171 (Main), +61 426 246 472 (Line 2) |
| **Deployment** | Ready - Node.js server |
| **Related Projects** | `rateright-growth/phone-ai` (config) and `voice-assistant` (Rivet COO) |
| **Purpose** | Lead qualification via AI phone receptionist |
| **Status** | MVP phase, awaiting Vapi phone number assignment |

---

This is a well-designed, minimal AI phone system focused on lead qualification for RateRight's construction hiring marketplace. It successfully bridges Twilio (phone), Vapi (AI), and Growth Engine (CRM) with clean, maintainable code.