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WordPress AI Booking CRM πŸ€–

A sophisticated WordPress-based AI booking and CRM system with Twilio integration, OpenAI voice processing, and automated customer management.

πŸš€ Quick Deployment to cPanel

This project is ready for immediate deployment to any cPanel hosting environment.

Run the Deployment Tool:

./deploy-cpanel.sh

Choose from three deployment methods:

  1. πŸ”„ Git Version Control - Automatic deployment from GitHub
  2. πŸ“‘ SFTP Deployment - Automated file sync
  3. πŸ“¦ Manual Package - Zip upload to File Manager

✨ Features

AI-Powered Booking System

  • Voice Calls: Twilio + OpenAI Realtime API integration
  • SMS Integration: Automated booking confirmations and reminders
  • WhatsApp Support: Multi-channel customer communication
  • Smart Routing: AI-driven conversation handling

CRM Capabilities

  • Customer Profiles: Comprehensive contact management
  • Booking History: Complete interaction tracking
  • Lead Generation: Automated lead capture and nurturing
  • Analytics Dashboard: Performance and conversion metrics

WordPress Integration

  • Custom Plugin: ai-booking-crm with full WordPress integration
  • Admin Interface: Native WordPress admin experience
  • User Roles: Provider, client, and admin role management
  • REST API: Complete API for external integrations

πŸ›  Technical Stack

  • Backend: PHP 8.1+ with WordPress 6.0+
  • Database: MySQL/PostgreSQL support
  • Real-time: Node.js WebSocket server for Twilio Media Streams
  • APIs: Twilio, OpenAI, Stripe, Facebook Graph API
  • Infrastructure: cPanel compatible, cloudflare tunnel support

πŸ“ Project Structure

β”œβ”€β”€ wp-admin/           # WordPress admin
β”œβ”€β”€ wp-content/
β”‚   β”œβ”€β”€ plugins/
β”‚   β”‚   └── ai-booking-crm/    # Main AI CRM plugin
β”‚   β”œβ”€β”€ themes/         # WordPress themes
β”‚   └── uploads/        # Media files
β”œβ”€β”€ wp-includes/        # WordPress core
β”œβ”€β”€ realtime-bridge/    # Node.js Twilio-OpenAI bridge
β”œβ”€β”€ docs/              # Documentation
└── deploy-cpanel.sh   # Deployment automation

πŸ”§ Local Development

WordPress Studio (Current)

# Already configured and running
studio preview .

Realtime Bridge Server

cd realtime-bridge
npm install
npm start

Cloudflare Tunnel (For Webhooks)

cloudflared tunnel run dev1-bridge

πŸ“‹ Production Deployment Steps

1. Prepare Your cPanel

  • Ensure Gitβ„’ Version Control is available (recommended)
  • Have your database credentials ready
  • Note your domain/subdomain path

2. Run Deployment Script

./deploy-cpanel.sh

3. Configure Database

  • Update wp-config.php with your database details
  • Or use the script's database configuration option

4. Complete WordPress Setup

  • Visit your domain to complete WordPress installation
  • Activate the AI Booking CRM plugin
  • Configure Twilio webhooks with your new domain

5. Update External Services

  • Twilio: Update webhook URLs to your domain
  • OpenAI: Verify API keys are set
  • Stripe: Update webhook endpoints if using payments

πŸ” Environment Configuration

Required Settings (wp-config.php or environment):

// Database
define('DB_NAME', 'your_database');
define('DB_USER', 'your_username');
define('DB_PASSWORD', 'your_password');
define('DB_HOST', 'your_host');

// API Keys (set in WordPress admin or wp-config.php)
define('TWILIO_ACCOUNT_SID', 'your_sid');
define('TWILIO_AUTH_TOKEN', 'your_token');
define('OPENAI_API_KEY', 'your_key');

πŸ“ž Webhook Configuration

After deployment, update these webhook URLs in your Twilio Console:

  • Voice: https://yourdomain.com/wp-json/ai-booking-crm/v1/webhooks/twilio/voice
  • SMS: https://yourdomain.com/wp-json/ai-booking-crm/v1/webhooks/twilio/sms
  • Status: https://yourdomain.com/wp-json/ai-booking-crm/v1/webhooks/twilio/call-status

πŸ†˜ Support

Common Issues

  • Database Connection: Verify credentials in wp-config.php
  • Webhook Errors: Check Twilio webhook URLs match your domain
  • File Permissions: Ensure folders=755, files=644
  • Plugin Errors: Check WordPress admin β†’ Plugins

Documentation

  • See docs/ folder for detailed API documentation
  • CPANEL-DEPLOYMENT.md for deployment details
  • WordPress admin has built-in help for the AI CRM plugin

Ready to deploy! Run ./deploy-cpanel.sh to get started. πŸš€

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