crm-dashboard¶
Status: Current | Last reviewed: 2026-06-16
AI-first CRM. A workspace where every interaction starts with a chat sidebar instead of a navigation tree.
Source¶
apps/crm-dashboard when restored from a dev snapshot. The source tree is gitignored legacy demo code, so a fresh clone may not include it.
Runtime¶
| Aspect | Value |
|---|---|
| Language | TypeScript |
| Framework | Next.js 16 + Tailwind 4 |
| Port | 3003 in Vanguard local dev |
What it does¶
- Hosts persistent chat threads against a CRM agent.
- Renders the AI's tool outputs as live widgets — a contact card, a pipeline summary, a quote — alongside the conversation.
- Supports four tiers of widgets: passive cards, interactive forms, live data, full app embeds.
The full plan and roadmap are in the crm-dashboard memory note.
Dependencies¶
| Service | Purpose |
|---|---|
| crm-api | BFF for thread + widget data |
| ai-manager | Auth |
| ai-orchestrator | Chat agent runtime |
Vanguard¶
overmind restart crm-dashboard
If apps/crm-dashboard is absent, the local Overmind launcher idles instead of failing. Restore it from a dev snapshot only for environments that still need the legacy CRM demo.
Production¶
Helm chart at charts/crm-dashboard. One replica.