#!/usr/bin/env python3 """ ReceptionistAI - Client Onboarding Orchestrator ================================================ Master script that orchestrates the full client onboarding flow. Usage: python onboarding_orchestrator.py --onboard "Business Name" --email "client@email.com" --plan starter python onboarding_orchestrator.py --status "client_id" """ import os import sys import json import argparse from datetime import datetime from pathlib import Path # Add paths sys.path.insert(0, str(Path(__file__).parent.parent.parent)) from RECEPTIONISTAI.scripts.ghl_template_setup import GHLTemplateManager from RECEPTIONISTAI.scripts.telnyx_provisioner import TelnyxProvisioner from RECEPTIONISTAI.scripts.vapi_client_template import VAPIClientTemplate class OnboardingOrchestrator: """Orchestrates full client onboarding for ReceptionistAI.""" def __init__(self): self.ghl = GHLTemplateManager() self.telnyx = TelnyxProvisioner() self.vapi = VAPIClientTemplate() # Onboarding state file self.state_dir = Path(__file__).parent.parent / "onboarding_state" self.state_dir.mkdir(exist_ok=True) def generate_client_id(self, business_name: str) -> str: """Generate unique client ID.""" import hashlib timestamp = datetime.utcnow().strftime("%Y%m%d%H%M%S") name_hash = hashlib.md5(business_name.encode()).hexdigest()[:6] return f"RAI-{timestamp}-{name_hash}" def save_state(self, client_id: str, state: dict): """Save onboarding state to file.""" state_file = self.state_dir / f"{client_id}.json" with open(state_file, "w") as f: json.dump(state, f, indent=2) def load_state(self, client_id: str) -> dict: """Load onboarding state from file.""" state_file = self.state_dir / f"{client_id}.json" if state_file.exists(): with open(state_file) as f: return json.load(f) return None def onboard_client(self, client_info: dict) -> dict: """ Full onboarding flow: 1. Create GHL contact 2. Create VAPI agent 3. Provision Telnyx number 4. Connect number to agent 5. Send welcome email """ business_name = client_info.get("business_name", "New Client") client_id = self.generate_client_id(business_name) print(f"\n{'='*60}") print(f"🚀 ONBOARDING: {business_name}") print(f" Client ID: {client_id}") print(f"{'='*60}\n") state = { "client_id": client_id, "business_name": business_name, "client_info": client_info, "started_at": datetime.utcnow().isoformat(), "status": "in_progress", "steps": {} } # Step 1: Create GHL Contact print("📇 Step 1: Creating GHL Contact...") try: ghl_result = self.ghl.clone_for_client(business_name, { "name": client_info.get("contact_name", business_name), "email": client_info.get("email"), "phone": client_info.get("phone"), "business_type": client_info.get("business_type", "general"), "plan": client_info.get("plan", "Starter") }) state["steps"]["ghl_contact"] = { "status": "success" if "error" not in ghl_result else "failed", "result": ghl_result, "completed_at": datetime.utcnow().isoformat() } print(f" ✓ GHL Contact created") except Exception as e: state["steps"]["ghl_contact"] = {"status": "failed", "error": str(e)} print(f" ✗ GHL Contact failed: {e}") # Step 2: Create VAPI Agent print("🤖 Step 2: Creating VAPI Agent...") try: agent_info = { "business_name": business_name, "industry": client_info.get("business_type", "generic"), "ai_name": client_info.get("ai_name", "Sarah"), "service_type": client_info.get("service_type", client_info.get("business_type", "services")), "hours": client_info.get("hours", "Monday-Friday 8am-5pm"), "voice": client_info.get("voice", "female_au") } vapi_result = self.vapi.create_client_agent(agent_info) state["steps"]["vapi_agent"] = { "status": "success" if "id" in vapi_result else "failed", "agent_id": vapi_result.get("id"), "result": vapi_result, "completed_at": datetime.utcnow().isoformat() } if "id" in vapi_result: print(f" ✓ VAPI Agent created: {vapi_result['id']}") else: print(f" ✗ VAPI Agent failed") except Exception as e: state["steps"]["vapi_agent"] = {"status": "failed", "error": str(e)} print(f" ✗ VAPI Agent failed: {e}") # Step 3: Search for Telnyx Number (manual provisioning recommended) print("📞 Step 3: Searching for Phone Numbers...") try: telnyx_search = self.telnyx.search_available_numbers("AU", 5) state["steps"]["telnyx_search"] = { "status": "success" if "data" in telnyx_search else "failed", "available_numbers": [n.get("phone_number") for n in telnyx_search.get("data", [])], "note": "Manual purchase required via Telnyx dashboard", "completed_at": datetime.utcnow().isoformat() } if "data" in telnyx_search and telnyx_search["data"]: print(f" ✓ Found {len(telnyx_search['data'])} available numbers") print(f" ⚠ Manual purchase required in Telnyx dashboard") else: print(f" ⚠ No numbers found or API issue") except Exception as e: state["steps"]["telnyx_search"] = {"status": "failed", "error": str(e)} print(f" ✗ Telnyx search failed: {e}") # Step 4: Generate credentials and save print("🔐 Step 4: Generating Credentials...") credentials = { "client_id": client_id, "business_name": business_name, "vapi_agent_id": state["steps"].get("vapi_agent", {}).get("agent_id"), "phone_number": "PENDING - Manual provisioning required", "dashboard_url": "https://receptionistai.au/dashboard", "support_email": "support@receptionistai.au" } state["credentials"] = credentials print(f" ✓ Credentials generated") # Determine final status steps_status = [s.get("status") for s in state["steps"].values()] if all(s == "success" for s in steps_status): state["status"] = "completed" elif any(s == "success" for s in steps_status): state["status"] = "partial" else: state["status"] = "failed" state["completed_at"] = datetime.utcnow().isoformat() # Save state self.save_state(client_id, state) print(f"\n{'='*60}") print(f"📋 ONBOARDING STATUS: {state['status'].upper()}") print(f" Client ID: {client_id}") print(f" State file: {self.state_dir / f'{client_id}.json'}") print(f"{'='*60}\n") # Print next steps print("📝 NEXT STEPS:") if state["steps"].get("telnyx_search", {}).get("status") == "success": numbers = state["steps"]["telnyx_search"].get("available_numbers", []) if numbers: print(f" 1. Purchase phone number in Telnyx: {numbers[0]}") print(f" 2. Connect number to VAPI agent: {credentials.get('vapi_agent_id')}") print(f" 3. Send welcome email to: {client_info.get('email')}") print(f" 4. Schedule 7-day check-in call") return state def get_status(self, client_id: str) -> dict: """Get onboarding status for a client.""" state = self.load_state(client_id) if not state: return {"error": f"Client {client_id} not found"} return state def main(): parser = argparse.ArgumentParser(description="ReceptionistAI Onboarding Orchestrator") parser.add_argument("--onboard", type=str, help="Business name to onboard") parser.add_argument("--email", type=str, help="Client email") parser.add_argument("--phone", type=str, help="Client phone") parser.add_argument("--plan", type=str, default="starter", help="Plan (starter/professional/enterprise)") parser.add_argument("--type", type=str, default="generic", help="Business type") parser.add_argument("--status", type=str, help="Get status for client ID") parser.add_argument("--list", action="store_true", help="List all onboarding states") args = parser.parse_args() orchestrator = OnboardingOrchestrator() if args.onboard: client_info = { "business_name": args.onboard, "email": args.email, "phone": args.phone, "plan": args.plan, "business_type": args.type } orchestrator.onboard_client(client_info) elif args.status: state = orchestrator.get_status(args.status) print(json.dumps(state, indent=2)) elif args.list: state_dir = Path(__file__).parent.parent / "onboarding_state" if state_dir.exists(): for f in state_dir.glob("*.json"): with open(f) as file: state = json.load(file) print(f"{state.get('client_id')} | {state.get('business_name')} | {state.get('status')}") else: print("No onboarding states found") else: parser.print_help() if __name__ == "__main__": main()