Wholesale Operations Control Tower

Product road-map New version features

From mock demo to AI-operated wholesale command center.

The next version is not just more UI. It adds durable database-backed operations, real CRUD, AI follow-up agents, and approved team communication through Slack, Telegram, or WhatsApp.

Current app

Demo

Mock-only showcase

Next foundation

DB + CRUD

Persistent operations

New flagship

AI agents

Assigned follow-up

Team channels

Slack/WA/TG

Approved posts

Current version

What exists today

Mock data only; no database persistence.

Manual edits disappear after refresh.

AI drafts exist, but no durable follow-up task owner.

No Slack, Telegram, WhatsApp, ERP, or shipment integration.

Next version

New differentiated capabilities

Persistent CRUD for distributors, orders, invoices, shipments, documents, tasks, and audit logs.

AI agent assignment per exception with owner, SLA, escalation rule, and approval policy.

Approved AI updates routed to Slack, Telegram, or WhatsApp channels.

Immutable audit proof for every generated draft, approval, post, and integration call.

New capability cards

These are the next-version capabilities that clearly separate the future product from the current mock demo.

New

Persistent database and normalized wholesale schema

Turns the demo into a real system of record instead of volatile client-side state.

v0.2 foundation

New

AI agent assignment for follow-up tasks

Converts exception detection into accountable follow-up execution with human approval controls.

v0.2 flagship feature

New

Team communication channels for AI follow-up

Lets AI agents coordinate with the team where operations already happen while keeping approval and audit controls intact.

v0.2 communication layer

Product principles

Rules that keep the new version credible instead of becoming AI theater.

Persist first. Without database-backed CRUD, this remains a demo, not an operating system.

Agents assist, humans approve. No autonomous external sending until permissions, audit, and rollback exist.

Channels are controlled outputs. Slack, Telegram, and WhatsApp posts must be approved and auditable.

Measure operational outcomes. Track SLA breach reduction, blocked-order cycle time, and agent recommendation quality.

Flagship new feature Slack / Telegram / WhatsApp

AI agent follow-up command loop

The new version assigns an AI agent to each task, schedules follow-up, drafts updates, waits for human approval, then posts to the right team channel with full audit proof.

v0.2 flagship

Step 1

Detect exception

Rules classify the distributor/order blocker and compute score, owner, tags, and recommended next action.

Step 2

Assign agent

Operator selects a specialized agent, SLA, approval policy, escalation path, and permitted follow-up actions.

Step 3

Schedule follow-up

The task gets a next-check timestamp, due date, retry cadence, and blocker-specific prompt context.

Step 4

Draft and audit

Agent drafts updates and proposed actions, then logs every generated output and human decision.

Step 5

Post to team channel

After approval, the agent sends the update to the configured Slack, Telegram, or WhatsApp channel and stores the external message reference.

Proposed task object

{
  taskId: "FOLLOW-2026-001",
  orderId: "ORD-2026-1047",
  assignedAgent: "AccountingFollowUpAgent",
  humanOwner: "accounting",
  status: "waiting_for_human_approval",
  slaDueAt: "2026-06-04T09:00:00Z",
  nextCheckAt: "2026-06-03T17:00:00Z",
  communicationChannels: ["slack:#wholesale-exceptions", "telegram:ops-group"],
  channelPolicy: "human_approval_required",
  allowedActions: ["draft_email", "draft_internal_update", "recommend_escalation"],
  blockedActions: ["send_without_approval", "release_shipment", "modify_invoice"],
  escalationRule: "Escalate to Sales Ops if invoice blocker remains unresolved after 24h.",
  lastChannelMessageId: null,
  auditRequired: true
}

Human approval

SLA tracking

Immutable audit

Team communication channels

Agent posts approved updates to the channel where the team already operates.

approval before send

#wholesale-exceptions

Slack

Slack app or incoming webhook

Best for structured internal escalation, owner mentions, daily blocker digests, and thread-based follow-up.

Require approval before posting; log channel, thread timestamp, approver, and generated message.

Ops group/channel

Telegram bot

Best for mobile-first ops teams that need fast exception alerts and lightweight follow-up reminders.

Restrict bot commands, map group IDs to approved teams, and audit every outbound message.

Team WhatsApp channel

WhatsApp Business API

Best when regional sales, logistics, or distributor support teams already coordinate on WhatsApp.

Use approved templates where required, enforce human approval, and avoid sending sensitive financial details by default.

New in next version

v0.2 foundation

Persistent database and normalized wholesale schema

Turns the demo into a real system of record instead of volatile client-side state.

Scope

PostgreSQL with normalized distributors, orders, invoices, shipments, documents, audit_logs, ai_outputs, and follow_up_tasks tables.

Server-side CRUD APIs for creating, editing, archiving, and restoring distributors and orders.

Migration path from CSV/mock seed data into real persisted records.

Dependencies

Database providerPrisma or Drizzle migrationsAuth model

New in next version

v0.2 flagship feature

AI agent assignment for follow-up tasks

Converts exception detection into accountable follow-up execution with human approval controls.

Scope

Create a follow-up task from any distributor/order exception and assign it to a specialized AI agent.

Agent profiles for Accounting, Logistics, Legal, Partner Success, and Sales Operations.

Each task stores owner, SLA, next check time, escalation rule, allowed actions, blocked actions, and required human approval.

Agent drafts emails/internal updates, proposes next action, tracks response state, and writes every step to audit log.

Agent can prepare and route team-facing updates to Telegram, WhatsApp, or Slack channels after human approval.

No autonomous external sending in v0.2; human review remains mandatory before email, channel posts, ERP, or shipment actions.

Dependencies

Task tableAudit log persistenceAI provider configHuman approval workflowChannel integration policy

New in next version

v0.2 communication layer

Team communication channels for AI follow-up

Lets AI agents coordinate with the team where operations already happen while keeping approval and audit controls intact.

Scope

Slack channel posting for approved exception updates, escalation summaries, and daily blocker digests.

Telegram bot integration for ops groups that need fast mobile-first notifications and threaded follow-up prompts.

WhatsApp Business API integration for approved team alerts where WhatsApp is the operational communication channel.

Per-task channel routing so accounting blockers, logistics delays, legal reviews, and partner escalations go to the right channel.

Store external channel message IDs, delivery status, approver, timestamp, and agent-generated content in the audit trail.

Dependencies

Slack app/webhookTelegram bot tokenWhatsApp Business API accessMessage approval queueAudit log persistence

Planned build

v0.3

Operational task queue and SLA cockpit

Gives operators a single queue for what must be chased today, what is overdue, and who owns it.

Scope

Follow-up tasks grouped by priority, blocker owner, SLA breach, and next scheduled check.

Bulk assignment, snooze, mark resolved, escalation, and re-open flows.

Timeline view for every distributor/order showing task history and AI/human actions.

Dependencies

Persistent tasksUser rolesNotification layer

Planned build

v0.4

ERP, CRM, email, and shipment integrations

Removes manual reconciliation between wholesale ops tools and this control tower.

Scope

Inbound sync from ERP/CRM for distributors, orders, invoice state, and document status.

Shipment provider sync for carrier booking, ETA drift, pickup failures, and delivery confirmation.

Email, Slack, Telegram, WhatsApp, and Teams integration for approved follow-up messages and internal escalations.

Dependencies

OAuth/service credentialsWebhook processingRetry/idempotency strategy

Planned build

v0.4

Governance, permissions, and audit hardening

Makes the app safe enough for real commercial operations and AI-assisted workflows.

Scope

Role-based access control for Sales, Accounting, Logistics, Legal, Admin, and Viewer roles.

Immutable audit trail for AI drafts, approvals, edits, exports, task transitions, and integration calls.

Data retention, redaction controls, and environment-level separation for demo/staging/production.

Dependencies

Auth providerDatabase persistenceSecurity review

Research track

v0.5 research

Predictive risk intelligence

Moves from reactive exception handling to early-warning detection before orders are blocked.

Scope

Historical blocker patterns by distributor, country, owner, value band, document type, and shipment lane.

ETA risk prediction and invoice delay likelihood based on operational signals.

Executive analytics for recurring friction, cycle time, SLA compliance, and agent effectiveness.

Dependencies

Historical data volumeAnalytics warehouseModel evaluation metrics