Email Bot Dashboard & Campaign Engine

Repository profile

Purpose: IntelliMailPilot / EmailBot is an email-operations platform for lead lists, sender identities, drafts, multi-step campaigns, scheduled delivery, replies, warm-up workflows, and reporting.

Core contents: The maintained application is under dashboard-next/ and uses Next.js, MongoDB/Mongoose, JWT authentication, Microsoft Graph and SMTP delivery, campaign APIs, and persistent worker/deployment assets. campaign_engine/ and legacy/ contain earlier implementations; project-management/ contains supporting planning material.

Current status: Substantial application and campaign-orchestration code is present. Production use still depends on correctly configured provider credentials, token lifecycle management, a persistent campaign worker, and regression testing against the current code.

Recommended next milestone: Verify authentication, provider credentials, campaign throttling, reply threading, worker recovery, and a complete dry-run-to-live-send release gate before using real outreach data.

This workspace contains a Python backend for sending batch email campaigns and a Node/Express dashboard frontend.

Key Features

• Campaign logic (Python daily_campaign.py):

  • Sends Cover Story, Reminder, and Follow-up emails in one run.
  • Controlled concurrency (10 at a time, 3s between batches).
  • Rate-limit handling and retry logic.
  • Cost priority logic for email content.
  • Updates lead spreadsheet with sent stages and logs summary to auto_reply_log.txt.
  • Dry-run by default; real sending requires --send flag.
  • --dump option to output leads as JSON (used by dashboard).

• Dashboard (dashboard/server.js, public/index.html):

  • View contacts/leads imported from Excel.
  • Upload new leads spreadsheet.
  • Trigger daily campaign via UI or API.
  • Simple analytics and campaign management UI.
  • Contacts page extracts data from sheet in real time.

Setup & Usage

Python environment

1. Install dependencies:

   pip install -r requirements.txt

2. Ensure your email credentials are available via crendentials.env or environment variables:

   EMAIL_ADDRESS=your@domain.com
   EMAIL_PASSWORD=yourpassword
   

3. Place your leads Excel file in data/ (e.g. clients_new.xlsx). Field names expected: Email, Name, optionally FinalCost/UpdatedCost/InitialCost.

4. To see leads JSON (dry-run):

   python daily_campaign.py --dump

5. To run a dry-run campaign:

   python daily_campaign.py

6. To perform actual send:

   python daily_campaign.py --send

   or via dashboard with POST /api/run-daily-campaign and body { "send": true }.

Dashboard setup

1. Navigate into dashboard folder:

   cd dashboard
   npm install

2. Start server (hot reload):

   npx nodemon server.js

3. Open browser to http://localhost:5000.
4. Go to Contacts to upload your leads spreadsheet and view entries.
5. Click Run Email Bot on dashboard to trigger campaign (dry-run by default). Use upload or API to send for real.

API Endpoints

• GET /api/leads - Returns leads from the active sheet.
• POST /api/upload-leads - Form-data file upload (file field) to replace sheet.
• POST /api/run-daily-campaign - Triggers campaign; body may include "send":true.

Notes

• Dashboard authentication is relaxed for demo; in production integrate real auth.
• The Python script reads data/clients_new.xlsx first, then clients.xlsx, then clients_blank.xlsx.
• Uploaded files overwrite clients_new.xlsx.

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Now the dashboard will fetch real data from the sheet and allow sending emails accordingly.