Mobile App

External Support Application for HighLevel Direct Chat Support
PRD: External Support Application for HighLevel Direct Chat Support ## 1. Purpose Enable GHL support agents and end-users to engage in real-time, on‑the‑go chat support via a dedicated external application (mobile and desktop), reducing reliance on SMS and improving response continuity. ## 2. Background * Keith Besherse’s advice: Leveraging lesser‑known hacks to streamline support workflows. * Mario Aldayuz's advice: Utilize a native iOS/Android/Windows/OSX application for GHL support that doesn't require browser based communications and can seamlessly handoff between devices. * Christopher Gaudreau’s suggestion: SMS-based support is costly for GHL and end-users in foreign markets; a standalone app would be more efficient and affordable. * Pain point: Users often abandon chats when forced to multitask or wait, leading to dropped conversations and unresolved issues. ## 3. Objectives * Provide a seamless, dedicated GHL support app for iOS, Android, and web. * Eliminate or dramatically reduce SMS costs by routing support through in‑app messaging. * Maintain chat state and notifications to prevent abandoned conversations. * Improve support agent productivity and end-user satisfaction. ## 4. Scope ### In Scope Mobile applications (iOS, Android). Progressive Web App (PWA) or desktop client. Integration with existing GHL Direct Chat API. Push and in-app notifications for new messages and reminders. Chat history synchronization across devices. ### Out of Scope * Billing and account management features. * Voice or video calling capabilities. * Support for third‑party chat platforms. ## 5. User Stories End-User: As a customer, I want to receive push notifications for new support messages so I never miss a reply. End-User: As a customer, I want to see my entire chat history when I switch devices so I can pick up where I left off. Support Agent: As an agent, I want to manage multiple chats in a unified interface so I can respond quickly and efficiently. Support Agent: As an agent, I want to view user metadata (location, plan level) within the chat to provide personalized support. ## 6. Functional Requirements Authentication & Authorization * Users and agents authenticate via GHL SSO. * Role-based access: agents vs. end-users. Real-Time Messaging * WebSocket or push-based delivery of messages. * Typing indicators and read receipts. Notifications * Push notifications on mobile. * In-app alerts and badge counters on web. Chat History & Persistence * Server-side storage of complete conversation history. * Local caching for offline access. Reminders & Follow-Ups * Automatic reminder if user or agent is inactive > X minutes. * Option for users to set a manual reminder to revisit chat. Settings & Preferences * Notification preferences (mute, do-not-disturb). * Language and time zone settings. ## 7. Non-Functional Requirements * Performance: Chat screen load < 2 seconds on 4G. * Reliability: 99.9% uptime for messaging services. * Security: End-to-end encryption of chat data in transit and at rest. * Scalability: Support up to 10,000 concurrent active chats. * Localization: Support for multiple languages and time zones. ## 8. Success Metrics * Adoption Rate: * 50% of active support users adopt the app within 3 months. * Chat Abandonment Rate: * Decrease from current baseline by 30% in 6 months. * Average Response Time: * Achieve < 2 minutes agent response time for 90th percentile. * Cost Savings: * Reduce SMS expenses by 80% within first year. * User Satisfaction: * 90%+ positive feedback in post‑chat surveys.
1
Load More