Core Concepts¶

Boost Suite¶

Convergio AI organizes its features into a Boost Suite — a collection of focused tools that each enhance a specific aspect of business operations:

Inboxes and tags¶

Convergio AI supports five email inboxes, each mapped to a tag derived from the recipient address. Tags determine:

• Which section of the dashboard displays the email
• Which AI knowledge base is used for auto-replies
• How tasks are categorized
• The color coding in the UI

Each inbox has its own knowledge base — a set of markdown files that provide context to the AI when generating auto-replies. This ensures responses are accurate and inbox-appropriate.

Email threading¶

CommBoost maintains proper email threading using RFC 2822 headers:

• Message-ID — Unique identifier for each email
• In-Reply-To — References the parent email
• References — Full chain of related message IDs

This enables the conversation view in the dashboard, where related emails are grouped into threads.

Built-in auto-responder¶

The auto-responder is a cron service built directly into the server that runs every 3 minutes:

1. Fetches emails without replies from the database
2. Loads the inbox-specific knowledge base
3. Generates a contextual response using Claude AI
4. Sends the reply via SMTP with proper threading headers
5. Records the auto-reply in the database

Each inbox can be toggled independently — enable auto-responses for Support while keeping Hello manual.

AI models¶

Convergio AI supports multiple AI providers with runtime switching:

Switch the active model at any time from the dashboard or via POST /api/ai-model — no restart required.

Captions and approval flow¶

In StreamBoost, when a live stream is detected:

1. AI generates platform-specific captions (one per target platform)
2. Captions enter a pending state in the dashboard
3. User can approve, edit, or skip each caption
4. Approved captions are dispatched to the target platform (Discord, X, Instagram, Facebook)

Each platform has its own channel voice — a configurable tone, style, and hashtag template that shapes how captions are written.

Milestones¶

StreamBoost tracks subscriber milestones with configurable thresholds (100, 500, 1K, 5K, 10K, 50K). When a milestone is reached:

• Automatic detection triggers a celebration
• Story cards and milestone cards can be generated as shareable graphics
• Announcement posts are dispatched to connected platforms

Calendar events¶

Calendar events can originate from three sources:

Each event tracks status (confirmed, tentative, cancelled), attendees, meeting URL, and timezone.

Digital audits¶

The audit system analyzes websites across multiple dimensions:

• SEO score — Search engine optimization quality
• Performance — Page load and Core Web Vitals
• Social media presence — Cross-platform activity
• Brand consistency — Visual and messaging coherence
• Security posture — SSL, headers, vulnerability indicators

Audit results include an executive summary and prioritized recommendations with impact/effort ratings.

Authentication¶

Convergio AI uses Better Auth for session-based authentication:

• Email/password — Standard signup and login
• Google OAuth — Single sign-on via Google
• Cookie-based sessions — Secure, HTTP-only cookies (no JWT tokens)
• Organizations — Auto-created on signup, with member invitations and roles

Organizations¶

When a user signs up, an organization is automatically created with the user as owner. Organizations support:

• Members — Invite team members by email
• Roles — Owner, admin, and member permission levels
• Data scoping — All data is scoped to the user's organization

API keys¶

Developers can generate API keys from the Settings page for programmatic access. Keys use a cai_ prefix and are stored as hashes in the database.

Related pages¶

• Architecture — System design and data flow
• Database Schema — PostgreSQL tables and relationships
• Getting Started — Quick setup guide