clienttarget / docs /setup-guide.md
iDevBuddy
feat: Phase 1 β€” AI Client Acquisition System
bd28470
# Setup Guide
Complete step-by-step guide to get the system running.
## Prerequisites
- **Node.js** 18+ (recommended: 20 LTS)
- **Python** 3.11+
- **npm** 9+
- **Git**
## Step 1: API Keys
Create accounts and get keys from these services (all FREE):
### 1.1 NVIDIA NIM (LLM β€” MiniMax + LLaMA)
1. Go to https://build.nvidia.com
2. Sign up / login
3. Click any model β†’ "Get API Key"
4. Copy key (starts with `nvapi-`)
5. Free: 1000+ requests/day
### 1.2 Serper.dev (Google Search)
1. Go to https://serper.dev
2. Sign up with Google
3. Dashboard β†’ copy API key
4. Free: 2,500 searches/month
### 1.3 Hunter.io (Email Finding)
1. Go to https://hunter.io
2. Sign up β†’ Dashboard β†’ API
3. Copy API key
4. Free: 25 searches/month
### 1.4 Reoon (Email Verification)
1. Go to https://emailverifier.reoon.com
2. Sign up β†’ Dashboard β†’ API
3. Copy API key
4. Free: 20 verifications/day
5. NOTE: System optimizes usage (SMTP probe first, Reoon fallback)
### 1.5 Supabase (Database)
1. Go to https://supabase.com
2. Create project
3. Project Settings β†’ API
4. Copy **Project URL** and **service_role key** (not anon key!)
5. Free: 500MB database
### 1.6 Slack Bot
1. Go to https://api.slack.com/apps β†’ Create New App
2. Name: "Lead Finder"
3. OAuth & Permissions β†’ Add scopes: `chat:write`, `commands`, `channels:read`
4. Install to Workspace β†’ copy Bot Token (`xoxb-...`)
5. Basic Information β†’ copy Signing Secret
6. Create 2 channels: `#leads` and `#review`
7. Get channel IDs: right-click channel β†’ View details β†’ copy ID
### 1.7 Trigger.dev (Job Orchestration)
1. Go to https://trigger.dev β†’ Sign up
2. Create project
3. Dashboard β†’ API Keys β†’ copy
4. Project ID from URL: `trigger.dev/orgs/.../projects/[PROJECT_ID]`
5. Free: 50,000 runs/month
## Step 2: Environment Setup
```bash
cp .env.example .env
```
Edit `.env` and fill in all keys from Step 1.
## Step 3: Database Migration
Option A β€” Supabase Dashboard:
1. Open Supabase β†’ SQL Editor
2. Paste contents of `supabase/migrations/001_initial_schema.sql` β†’ Run
3. Paste contents of `supabase/migrations/002_phase1_enhancements.sql` β†’ Run
Option B β€” Supabase CLI:
```bash
npx supabase migration up
```
## Step 4: Install & Run
```bash
# Install Node.js dependencies
npm install
# Install Python dependencies
cd src/profiling/python-service
pip install -r requirements.txt
cd ../../..
# Terminal 1: Start Trigger.dev
npm run trigger:dev
# Terminal 2: Start Python AI service
cd src/profiling/python-service
python main.py
```
## Step 5: Verify
The system runs automatically at 9 AM PKT daily. To test manually:
- Use Slack `/discover` command
- Or trigger from Trigger.dev dashboard
## Troubleshooting
| Issue | Solution |
|-------|---------|
| `NVIDIA_API_KEY` error | Check key starts with `nvapi-` |
| MiniMax 429 rate limit | System auto-retries after wait |
| Hunter returns empty | Free tier: 25/month limit reached |
| SMTP verification fails | Some mail servers block port 25 |
| Supabase connection error | Check `SUPABASE_URL` has `https://` |