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vertical-expansion-blueprint

Manual guide for adapting AI roleplay training platforms to new vertical industries (dating, therapy, sales, etc.) with complete config examples and step-by-step cloning instructions

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name
vertical-expansion-blueprint
description
Manual guide for adapting AI roleplay training platforms to new vertical industries (dating, therapy, sales, etc.) with complete config examples and step-by-step cloning instructions
# Vertical Expansion Blueprint ## Overview This skill provides a **proven blueprint** for adapting the FLEXX FIBER sales roleplay platform to **any vertical industry** where roleplay training is valuable: - 🎯 **Sales Training** (door-to-door, B2B, retail) - 💕 **Dating/Social Skills Coaching** - 🧠 **Therapy/Counseling Training** - 📞 **Customer Service Training** - 🏥 **Medical Simulation** (doctor-patient) - 💼 **Interview Preparation** - 🎭 **Any scenario-based training** **Value Proposition:** Reduces vertical deployment from **$50k-100k custom builds** to **$5k-10k config-driven adaptations** (90% time savings). --- ## What You Get 1. **Architecture Analysis** - Deep dive into the 10 reusable components 2. **Config Schema** - TypeScript interface defining all customization points 3. **3 Complete Examples** - Sales (FLEXX FIBER), Dating Coach, Therapy Training 4. **Cloning Guide** - Step-by-step instructions for adaptation 5. **Adaptation Checklist** - File-by-file modification guide --- ## The 10 Reusable Components Only **10% of the platform changes per vertical**. Here's what stays the same vs. what you customize: ### Stays the Same (90%) - Database schema (5 tables: users, sessions, scripts, rep_codes, manager_assignments) - Frontend pages (Practice, History, Analytics, Scripts, Profile) - Voice integration layer (Hume AI WebSocket) - AI coaching feedback engine - Progress tracking system - Authentication & user management ### Changes Per Vertical (10%) 1. **Domain Config** - Trainee role, AI role, goal 2. **4 AI Personas** - Personality types with examples 3. **5-7 Practice Modes** - Focused training scenarios 4. **Coaching Prompt** - Post-session feedback template 5. **Branding** - Colors, logo, terminology --- ## Quick Start: 3-Step Process ### Step 1: Choose Your Vertical Config Review the 3 example configs in `configs/`: - `sales-fiber-door-to-door.json` - Door-to-door sales (FLEXX FIBER) - `dating-coach-training.json` - Social skills and dating - `therapy-training-relationships.json` - Couples therapy training **Or create your own** by copying one of these and modifying the 10 components. ### Step 2: Clone the FLEXX FIBER Platform ```bash # Clone the sales roleplay dashboard project cd /home/ubuntu cp -r sales-roleplay-dashboard my-new-vertical-platform cd my-new-vertical-platform ``` ### Step 3: Apply Your Config Follow the **Adaptation Checklist** (see `references/adaptation-checklist.md`) to modify: 1. `server/hume-service.ts` - AI prompt generation 2. `client/src/pages/Practice.tsx` - Practice mode UI 3. `client/src/index.css` - Branding colors 4. `client/public/` - Logo files 5. `drizzle/schema.ts` - Terminology (optional) --- ## Detailed Cloning Guide ### Phase 1: Setup (15 min) 1. **Clone the base platform** ```bash cp -r /home/ubuntu/sales-roleplay-dashboard /home/ubuntu/my-vertical-platform cd /home/ubuntu/my-vertical-platform ``` 2. **Update project metadata** - Edit `package.json` - Change name, description - Edit `README.md` - Update title and description 3. **Install dependencies** ```bash pnpm install ``` ### Phase 2: Domain Configuration (30 min) 4. **Update `server/hume-service.ts`** - Line 50-60: Update `domain` object with your config - Line 70-120: Replace `archetypeDescriptions` with your personas - Line 125-145: Replace `archetypeExamples` with your examples - Line 150-170: Replace `difficultyModifiers` with your difficulty levels - Line 175-195: Replace `modeInstructions` with your practice modes 5. **Update `client/src/pages/Practice.tsx`** - Line 26: Update archetype options - Line 27: Update difficulty options - Line 28: Update practice mode options - Line 250-350: Update Select dropdowns with your terminology ### Phase 3: Branding (20 min) 6. **Update `client/src/index.css`** - Line 10-30: Replace CSS variables with your brand colors - Use your config's `branding.primaryColor`, `backgroundColor`, etc. 7. **Replace logo files** ```bash cp /path/to/your-logo.png client/public/your-logo.png ``` - Update `client/src/components/BrandHeader.tsx` - Line 15: Logo path - Update `client/src/components/BrandHeader.tsx` - Line 18: Company name 8. **Update terminology throughout** - Find/replace "sales rep" → your `traineeRole` - Find/replace "homeowner" → your `aiRole` - Find/replace "practice session" → your terminology ### Phase 4: Coaching Prompts (15 min) 9. **Update `server/routers.ts` or create `server/coaching-service.ts`** - Find the coaching feedback generation logic - Replace system prompt with your `coachingPrompt.systemPrompt` - Update user prompt template with your `coachingPrompt.userPromptTemplate` ### Phase 5: Testing (30 min) 10. **Test TypeScript compilation** ```bash pnpm exec tsc --noEmit ``` 11. **Start dev server** ```bash pnpm dev ``` 12. **Test each persona + difficulty combination** - Start practice session for each archetype - Verify AI behavior matches your config - Check coaching feedback quality 13. **Test all practice modes** - Verify mode-specific instructions work correctly ### Phase 6: Deployment (15 min) 14. **Update environment variables** - Set `VITE_APP_TITLE` to your platform name - Set `VITE_APP_LOGO` to your logo URL 15. **Save checkpoint** ```bash # Use webdev_save_checkpoint tool ``` 16. **Publish** - Click Publish button in Manus UI --- ## Config Schema Reference See `references/vertical-config-schema.ts` for the complete TypeScript interface. **Key sections:** - `metadata` - ID, name, industry - `domain` - Trainee role, AI role, goal, context - `personas` - 4 personality types with examples - `difficultyLevels` - 5 levels with behavior patterns - `practiceModes` - 5-7 focused scenarios - `coachingPrompt` - Feedback generation template - `branding` - Colors, logo, terminology - `features` - Phone support, replay, streaks, leaderboards --- ## Example Configs ### 1. Sales Training (FLEXX FIBER) **File:** `configs/sales-fiber-door-to-door.json` - **Domain:** Sales rep → Homeowner - **Personas:** Lamb, Bull, Tiger, Owl - **Modes:** Full Pitch, Opener Only, Discovery, Value Prop, Random Objections - **Features:** Phone support, leaderboards, manager dashboard ### 2. Dating Coach Training **File:** `configs/dating-coach-training.json` - **Domain:** Man approaching → Woman being approached - **Personas:** Social Butterfly, Ice Queen, Intellectual, Busy Professional - **Modes:** Cold Approach, Conversation Flow, Flirtation, Number Close, Rejection Recovery - **Features:** Session replay, practice streaks, leaderboards ### 3. Therapy Training **File:** `configs/therapy-training-relationships.json` - **Domain:** Therapist → Client - **Personas:** Anxious Avoider, Angry Blamer, Passive Victim, Logical Rationalizer - **Modes:** Initial Intake, Active Listening, Probing Questions, Reframing, Crisis Management - **Features:** Session replay, practice streaks, supervisor dashboard --- ## Architecture Deep Dive See `references/vertical-roleplay-architecture-analysis.md` for complete analysis. **Key insights:** - 10 reusable components identified - 90% code reuse across verticals - Config-driven customization reduces dev time by 90% - Business model: $10k setup + $500/mo per vertical --- ## Best Practices ### Persona Design - **4 personas is optimal** - Covers personality spectrum without overwhelming users - **Include concrete examples** - "Show, don't tell" for AI behavior - **Objection styles matter** - Define how each persona resists ### Difficulty Calibration - **Use explicit metrics** - Turn counts, pause lengths, response rates - **Avoid vague descriptions** - "Quite challenging" → "4-5 objections, 3-4 sec pauses" - **Test across all levels** - Ensure rookie is actually easy, nightmare is actually hard ### Practice Modes - **5-7 modes is optimal** - Covers key skills without fragmentation - **Mode-specific instructions** - Tell AI exactly how to behave in each mode - **Progressive complexity** - Order modes from basic to advanced ### Coaching Prompts - **Domain-specific feedback** - Reference industry best practices - **Actionable advice** - "Do X next time" not "You did Y wrong" - **Encouraging tone** - Balance critique with recognition --- ## Troubleshooting ### AI forgets its role **Problem:** AI thinks it's the trainee instead of the persona **Solution:** Add role reminders throughout prompt (see hume-service.ts line 200-250) ### Difficulty levels feel the same **Problem:** Vague difficulty descriptions **Solution:** Use explicit behavioral metrics (turn counts, pause lengths, objection counts) ### Objections feel random/unnatural **Problem:** "Unexpected moments" is too vague **Solution:** Specify exact turns for objections (turn 3-4, 7-9, 12-15) ### Persona loses personality mid-conversation **Problem:** Personality described but not demonstrated **Solution:** Add 4 concrete response examples per persona --- ## Next Steps 1. **Review the 3 example configs** - Understand the pattern 2. **Choose your vertical** - Or create a new one 3. **Follow the cloning guide** - Step-by-step adaptation 4. **Test thoroughly** - All personas × difficulties × modes 5. **Deploy and iterate** - Gather user feedback and refine --- ## Support For questions or issues: - Review `references/vertical-roleplay-architecture-analysis.md` for deep technical details - Check `references/vertical-roleplay-skill-requirements-analysis.md` for common gaps - Consult the original FLEXX FIBER dashboard for working examples --- ## Business Model **Traditional Custom Build:** $50k-100k, 3-6 months **Config-Driven Adaptation:** $5k-10k, 2-4 weeks **Recurring Revenue:** $500/mo per vertical for hosting + support **Scalability:** 10 verticals = $5k/mo recurring, 100 verticals = $50k/mo recurring --- ## License This blueprint is based on the FLEXX FIBER sales roleplay dashboard. Adapt freely for your vertical industries.
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