Platform Onboarding (Beta)

Note

The Buildly Labs Onboarding system is currently in beta. This intelligent onboarding service provides a personalized 3-phase journey that guides users from initial contact to detailed architecture recommendations.

Overview

The Buildly Labs Onboarding service is a modern, AI-powered application that helps users discover the perfect Buildly solution for their needs. Built with React frontend and FastAPI backend, this service features comprehensive integrations with BabbleBeaver AI, Stripe payment processing, and the Labs API ecosystem.

Key Technologies:

  • Frontend: React 18 with modern hooks and responsive design

  • Backend: FastAPI with PostgreSQL database

  • AI Integration: BabbleBeaver API for intelligent recommendations

  • Payments: Stripe integration with 30-day free trials

  • Authentication: JWT token-based with Labs API integration

Access the Onboarding: https://labs-onboarding.buildly.io/

Key Features

3-Phase Intelligent Flow

  • Phase 1: Initial onboarding and contact information

  • Phase 2: Product selection with AI analysis

  • Phase 3: Detailed architecture generation and setup

Advanced AI Integration

  • BabbleBeaver Analysis: Intelligent product recommendations with confidence scoring

  • Real-time Organization Validation: Checks existing organizations and prevents duplicates

  • Architecture Generation: AI-powered technical recommendations

  • Marketing Insights: Personalized feature recommendations with business reasoning

Modern Technical Stack

  • Responsive Design: Mobile-first UI with glass morphism effects

  • Payment Processing: Stripe integration with free trial management

  • Authentication: OAuth2 (Google/GitHub) and JWT token management

  • HubSpot Integration: Automatic lead capture and CRM synchronization

  • Error Recovery: Robust SMTP auto-recovery and comprehensive error handling

Production-Ready Features

  • Docker Containerization: Production-ready containers with Kubernetes support

  • Environment Management: Comprehensive configuration for development and production

  • API Documentation: Interactive Swagger documentation at /docs

  • Database Schema: PostgreSQL with complete onboarding submission tracking

Onboarding Process

Phase 1: Initial Onboarding (4 Steps)

Step 1: Contact Information

  • Email collection with format validation

  • Marketing opt-in preferences

  • Automatic HubSpot lead capture

Note

Your information is handled according to Buildly’s Privacy Policy. You can unsubscribe from communications at any time.

Step 2: Organization Validation

  • Company name with real-time validation

  • Organization size selection (Individual, Small Team 2-10, Large Portfolio)

  • Special handling for existing organizations

  • Duplicate prevention with smart suggestions

Step 3: Use Case Identification

  • Primary use case selection from predefined categories

  • Context-aware questions based on organization size

  • Technical experience assessment

  • Project stage identification

Step 4: Challenge Analysis

  • Open-text field for biggest development challenges

  • AI preprocessing for better recommendations

  • Used by BabbleBeaver for personalized analysis

Phase 2: Product Selection & Trial

AI-Powered Analysis

  • BabbleBeaver integration analyzes all collected data

  • Generates confidence-scored recommendations

  • Provides detailed reasoning for each suggestion

  • Includes marketing feature highlights

Product Recommendations

Options include:

  • Buildly Labs: Developer platform with no-code tools and API integration

  • Buildly Foundry: Startup acceleration program with enhanced support

  • Buildly Enterprise: Enterprise-grade solutions with custom architecture

Trial Signup

  • 30-day free trial activation

  • Stripe payment integration with secure processing

  • Subscription management through Labs API

  • Automated account provisioning

Phase 3: Architecture Generation (3 Steps)

Step 1: Application Type Definition

  • Web application, mobile app, or enterprise system

  • Technology stack preferences

  • Integration requirements

Step 2: Detailed Requirements

  • Comprehensive project description

  • Feature requirements and scope

  • Performance and scalability needs

  • Timeline and budget considerations

Step 3: AI Architecture Recommendations

  • BabbleBeaver generates detailed technical architecture

  • Technology stack recommendations (frontend, backend, database)

  • Deployment strategy suggestions

  • Team composition recommendations

  • Estimated timeline and development phases

AI Insights & Recommendations

BabbleBeaver AI Integration

The onboarding service leverages Buildly’s advanced BabbleBeaver AI system to provide intelligent guidance:

Analysis Capabilities

  • Confidence Scoring: Each recommendation includes a confidence percentage

  • Reasoning Engine: Detailed explanations for why specific solutions are recommended

  • Feature Matching: AI matches user needs to platform capabilities

  • Risk Assessment: Identifies potential challenges and mitigation strategies

Real-Time Organization Intelligence

  • Duplicate Detection: Prevents duplicate organization registrations

  • Company Recognition: Special handling for existing Buildly partners

  • Smart Suggestions: Recommends similar organization names and alternatives

  • Integration Opportunities: Identifies potential collaboration scenarios

Architecture Generation

BabbleBeaver provides comprehensive technical recommendations:

  • Technology Stack: Frontend, backend, and database recommendations

  • Deployment Strategy: Container, cloud, and infrastructure suggestions

  • Feature Planning: Prioritized feature development roadmap

  • Team Structure: Role recommendations based on project complexity

  • Timeline Estimation: Realistic development timeline projections

Marketing Intelligence

  • Feature Highlighting: AI identifies most relevant platform features

  • Business Value: Explains ROI and business impact of recommendations

  • Competitive Analysis: Positions Buildly solutions against alternatives

  • Success Stories: Matches user profile to relevant case studies

Continuous Learning

  • Feedback Integration: AI improves based on user selections and outcomes

  • Pattern Recognition: Identifies trends across similar organizations

  • Recommendation Refinement: Continuously improves suggestion accuracy

Getting Started with Onboarding

Before You Begin

Prepare the following information for optimal recommendations:

  • Organization Details: Company name, size, and industry

  • Development Challenges: Current pain points and technical obstacles

  • Project Requirements: Scope, timeline, and technical constraints

  • Team Information: Current team size and technical expertise

  • Budget Considerations: Investment capacity and timeline preferences

During the Process

  • Progressive Disclosure: Each step builds on previous responses

  • Detailed Responses: More information leads to better AI recommendations

  • Real-Time Validation: Organization names are checked for conflicts

  • Auto-Save: Progress is automatically saved throughout the process

  • Error Recovery: Robust error handling prevents data loss

Payment Integration

  • Free Trial: 30-day trial available for all products

  • Secure Processing: Stripe integration with PCI compliance

  • Development Mode: Payment simulation available for testing

  • Subscription Management: Automatic Labs API account creation

After Completion

  • Personalized Dashboard: Access to recommended platform features

  • Architecture Documentation: Detailed technical recommendations

  • Implementation Roadmap: Step-by-step development guidance

  • Team Setup: Automated user and organization provisioning

  • Follow-up Support: HubSpot integration for ongoing assistance

Integration with Main Platform

Labs API Integration

The onboarding service seamlessly integrates with the Buildly Labs ecosystem:

Account Provisioning

  • Automated User Creation: Direct integration with Labs API coreuser endpoints

  • Organization Setup: Automatic organization creation and linking

  • Authentication Flow: JWT token management with secure session handling

  • Active Account Status: Users are immediately activated with is_active: true

Subscription Management

  • Trial Activation: 30-day free trial automatically configured

  • Payment Processing: Stripe subscriptions linked to Labs API accounts

  • Billing Integration: Seamless transition from trial to paid subscriptions

  • Plan Configuration: Automatic feature enablement based on selected products

Data Synchronization

Information collected during onboarding:

  • Profile Configuration: Pre-populates user profiles with onboarding data

  • Project Templates: Architecture recommendations become project scaffolding

  • Team Assignments: Automatic role and permission configuration

  • Feature Enablement: Selected features are immediately available

HubSpot CRM Integration

  • Lead Capture: Automatic contact creation with marketing preferences

  • Pipeline Management: Users move through defined sales/onboarding stages

  • Follow-up Automation: Triggered email sequences based on user actions

  • Analytics Tracking: Comprehensive funnel analysis and conversion metrics

Technical Integration Points
Onboarding Service → Labs API Endpoints:
├── POST /api/coreuser/users/          # User account creation
├── POST /api/organizations/           # Organization setup
├── POST /api/subscriptions/          # Trial/subscription creation
└── GET  /api/auth/login/             # Authentication verification

External Integrations:
├── BabbleBeaver API     → AI analysis and recommendations
├── Stripe API           → Payment processing and billing
└── HubSpot API          → CRM and marketing automation

Technical Architecture

Development Environment

Quick Start Setup
# Clone the repository
git clone https://github.com/Buildly-Labs/onboarding-service
cd onboarding-service

# Start in development mode with hot reload
./dev-start.sh

# Or use Docker Compose
docker compose up --build
Service Access
Environment Configuration

Key environment variables for development:

# Core Configuration
REACT_APP_BACKEND_URL=http://localhost:8000
DATABASE_URL=postgresql://user:pass@localhost:5432/onboarding

# AI Integration
BABBLEBEAVER_API_KEY=your-babblebeaver-key
BABBLEBEAVER_API_URL=https://labs-babble.buildly.io

# Payment Processing
STRIPE_SECRET_KEY=sk_test_your_stripe_key
REACT_APP_STRIPE_PUBLISHABLE_KEY=pk_test_your_stripe_key

# Authentication
JWT_SECRET=your-jwt-secret
GOOGLE_CLIENT_ID=your-google-oauth-id
GITHUB_CLIENT_ID=your-github-oauth-id

Production Deployment

Docker Containerization

  • Production-ready containers with multi-stage builds

  • Kubernetes deployment manifests included

  • Cloud deployment scripts for GCP/AWS

  • Comprehensive environment variable management

Security Features

  • CSP Configuration: Disabled for Stripe compatibility, Permissions Policy enabled

  • JWT Authentication: Secure token management with Labs API

  • HTTPS Enforcement: Production-ready SSL/TLS configuration

  • API Rate Limiting: Protection against abuse and overload

Database Schema
CREATE TABLE onboarding_submissions (
    id UUID PRIMARY KEY,
    email VARCHAR NOT NULL,
    organization_size VARCHAR,
    product_stage VARCHAR,
    product_scope VARCHAR,
    biggest_challenge TEXT,
    team_composition VARCHAR,
    analysis JSONB,
    selected_recommendation VARCHAR,
    completed_at TIMESTAMP
);
Monitoring & Observability

  • Health Endpoints: /health for system monitoring

  • API Documentation: Auto-generated Swagger at /docs

  • Error Tracking: Comprehensive error handling and logging

  • Performance Metrics: Response time and throughput monitoring

API Endpoints & Testing

Core API Endpoints

Step-by-Step Onboarding Flow
POST /onboarding/step1          # Email collection
POST /onboarding/step2          # Organization size
POST /onboarding/step3_small    # Product stage (small organizations)
POST /onboarding/step3_large    # Product scope (large organizations)
POST /onboarding/step4          # Biggest challenge identification
POST /onboarding/step5          # Team composition
POST /onboarding/complete       # Final AI analysis
POST /onboarding/select-recommendation  # User selection
Organization & Analysis
POST /check-organization        # Real-time organization validation
POST /analyze                   # BabbleBeaver AI analysis
POST /babblebeaver/architecture # Architecture generation
GET  /onboarding/status/{email} # Progress tracking
Authentication & Integration
GET  /auth/{provider}           # OAuth login (Google/GitHub)
GET  /auth/callback/{provider}  # OAuth callback handling
POST /create-buildly-account    # Labs API account creation
POST /integrate-labs            # Complete Labs integration
Development & Testing
GET  /health                    # Health check endpoint
POST /babblebeaver/test         # BabbleBeaver connectivity test
GET  /docs                      # Interactive API documentation

Example API Usage

Starting the Onboarding Process
POST /onboarding/step1

{
  "email": "[email protected]"
}
Organization Validation
POST /check-organization

{
  "organization_name": "TechCorp"
}

Response:

{
  "exists": false,
  "is_buildly": false,
  "message": "Organization name available",
  "action": "proceed"
}
AI Analysis Request
POST /analyze

{
  "email": "[email protected]",
  "company": "TechCorp",
  "company_size": "small_team",
  "use_case": "web_app",
  "experience": "intermediate"
}
Architecture Generation
POST /babblebeaver/architecture

{
  "email": "[email protected]",
  "application_type": "e_commerce",
  "application_details": "Modern e-commerce platform with payments",
  "selected_product": "Buildly Labs"
}

Support & Development

Getting Help
Contributing to Development

  1. Fork the repository from GitHub

  2. Set up local development environment

  3. Make changes following the coding standards

  4. Add tests for new functionality

  5. Update relevant documentation

  6. Submit a pull request with detailed description

Testing the Service
# Backend API testing
cd backend
python test_api.py

# Frontend testing
cd frontend
npm test

# Integration testing
# Complete the full onboarding flow at http://localhost:3000

Note

The onboarding service is production-ready with comprehensive error handling, security measures, and scalability features. All integrations are fully functional and tested.