# LeadPilot — UX Information Architecture

**Document Version:** 1.0.0 (Phase 3 UX Architecture Lock)  
**Status:** Approved & Formally Recorded  
**Core Job:** Turn incoming enquiries into properly managed opportunities.  
**Signature Concept:** No Lead Left Behind  

---

## 1. Information Architecture Principles

LeadPilot's Information Architecture (IA) is structured around **high-velocity operational workflows** rather than traditional static database entities. It is organized into 5 primary functional domains:

```
+---------------------------------------------------------------------------------------------------+
|                                  LEADPILOT IA STRUCTURE                                           |
+---------------------------------------------------------------------------------------------------+
|                                                                                                   |
|   1. OPERATIONAL COMMAND                                                                          |
|      ├── Dashboard (Overview, Daily Metrics, Quick Ingest, Activity Pulse)                        |
|      └── Needs Attention ("No Lead Left Behind" Hub: Response Overdue, Follow-ups Due, Stale)     |
|                                                                                                   |
|   2. LEAD & PIPELINE MANAGEMENT                                                                   |
|      ├── Lead Inbox (All Leads, High-density Table, Filter Tabs, Triage Drawer)                   |
|      ├── Lead 360 Detail View (Contact Info, AI Intelligence, Timeline, Notes, Actions)           |
|      └── Sales Pipeline (5-Stage Visual Kanban Board + Tabular List Alternative)                  |
|                                                                                                   |
|   3. ENGAGEMENT & AUTOMATION                                                                      |
|      ├── Follow-up Center (Today, Upcoming, Overdue, Completed History)                           |
|      ├── Follow-up Sequences (Linear Multi-Touch Schedules: Day 0 -> Day 1 -> Day 3 -> Day 7)     |
|      └── Message Templates (Reusable High-Converting Copy with Merge Tags)                        |
|                                                                                                   |
|   4. INGESTION & SOURCES                                                                          |
|      ├── Lead Sources (Embeddable Forms, Hosted Capture Pages, Webhook Ingest, CSV Import)        |
|      └── Developer API & Webhooks (Endpoint Docs, API Keys, Inbound Key Mappers, Payload Logs)    |
|                                                                                                   |
|   5. WORKSPACE CONFIGURATION & GOVERNANCE                                                         |
|      ├── Workspace Settings (Profile, Working Hours, Team Members & Roles, Notifications)         |
|      └── System Administration (Super Admin / Self-Hosted License Management)                     |
|                                                                                                   |
+---------------------------------------------------------------------------------------------------+
```

---

## 2. Complete Page & Node Hierarchy

```
Root (Authenticated Workspace Context)
│
├── /dashboard ..................................... Operational Command Center
│
├── /leads/needs-attention ......................... "No Lead Left Behind" Attention Hub (P0 Priority)
│
├── /leads ......................................... Central Lead Inbox (All Leads)
│   ├── /leads/{uuid} .............................. 360 Lead Detail View
│   │   ├── /leads/{uuid}#activity ................. Activity Timeline & Notes
│   │   └── /leads/{uuid}#follow-up ................ Follow-up Action Bar
│   └── /leads/create .............................. Quick Lead Creation Modal
│
├── /pipeline ...................................... Linear 5-Stage Kanban Board
│   └── /pipeline?view=list ........................ Pipeline Tabular List View
│
├── /follow-ups .................................... Follow-Up Action Center
│   ├── /follow-ups?tab=today ...................... Follow-ups Due Today
│   ├── /follow-ups?tab=overdue .................... Overdue Follow-ups
│   ├── /follow-ups?tab=upcoming .................. Future Scheduled Touches
│   └── /follow-ups?tab=completed .................. Historical Touch Log
│
├── /automation .................................... Follow-up Sequences & Rules
│   ├── /automation/sequences ...................... Staged Sequence Builder
│   └── /automation/templates ...................... Reusable Message Templates
│
├── /sources ....................................... Lead Ingestion Hub
│   ├── /sources/forms ............................. Embeddable Form Snippets
│   ├── /sources/capture-pages ..................... Hosted Public Capture Landing URLs
│   ├── /sources/webhooks .......................... Inbound Webhook Schema Mappers
│   └── /sources/import ............................ Guided 3-Step CSV Importer
│
├── /analytics ..................................... Operational Insights & Telemetry
│   ├── /analytics/speed-to-lead ................... Median First Response Time Metrics
│   └── /analytics/recovered-revenue ............... Attributed Rescued Leads & Deal Values
│
├── /settings ...................................... Workspace Settings & Configuration
│   ├── /settings/profile .......................... Workspace Name, Currency, Timezone
│   ├── /settings/team ............................. Member Invitations, Roles (Owner/Admin/Member)
│   ├── /settings/working-hours .................... Active Follow-up Window Config
│   ├── /settings/notifications .................... Email & In-App Alert Toggles
│   ├── /settings/api-keys ......................... Developer API Token Generation & Revocation
│   ├── /settings/lost-reasons ..................... Standard & Custom Lost Reasons
│   └── /settings/licensing ........................ Commercial License Key & Entitlements
│
└── /admin ......................................... Platform Super Admin (Self-Hosted Management)
    ├── /admin/workspaces .......................... Global Workspace Inspector
    ├── /admin/license ............................. Offline Grace & Phone-Home Status
    └── /admin/system-health ....................... Queue Lag, Cron Heartbeat, AI Provider Probe
```

---

## 3. Structural IA Invariants

1. **Zero Deep Nesting:** No operational screen is deeper than 2 clicks from the main navigation sidebar.
2. **Context-Preserving Overlays:** Rapid actions (Add Lead, Add Note, Mark Lost, Schedule Follow-up) execute via lightweight Alpine.js modals or side slide-over panels, preserving the user's scroll position and active filter state.
3. **Workflow-Driven Routing:** Navigation prioritizes operational urgency (Needs Attention $\to$ Leads $\to$ Pipeline $\to$ Follow-ups) rather than alphabetical or database-centric grouping.