Platform Stabilization and Scalability Enhancement for AI-Driven Sales Optimization

The client’s platform suffered from inoperative AI agents critical to sales workflow optimization, experienced frequent instability due to software bugs and backend issues, and faced documentation gaps hindering onboarding and maintenance. Scalability was limited by inefficient infrastructure, overlapping code, and unreliable error handling, impeding expansion efforts.

A mid-sized SaaS company specializing in AI-powered sales and operational analytics, seeking to restore core functionalities, improve platform stability, and facilitate growth through scalable infrastructure.

• Reactivate and ensure reliable operation of core AI agents to optimize sales processes.
• Fix critical frontend bugs and backend issues to enhance user experience and stability.
• Develop comprehensive technical documentation to facilitate onboarding and maintenance.
• Refactor and optimize the codebase to eliminate redundant code and improve performance.
• Implement robust error handling, logging, and deployment processes to increase system reliability.
• Modernize the infrastructure by integrating scalable technologies to support future growth.
• Enable development of additional AI agents to address expanding business needs within a targeted timeline.

• Restoration of core AI agents (e.g., Customer Profile, Deal Notes, Pipeline Analysis) with diagnostic and debugging capabilities.
• Frontend bug fixes to improve display, responsiveness, and seamless page reloading.
• Backend enhancements including error recovery, idempotency, and robust file handling.
• Comprehensive platform documentation covering setup, workflows, environment variables, and maintenance procedures.
• Implementation of logging, monitoring, and alerting systems for ongoing system health checks.
• Refactoring of codebase to remove duplicate or unused code segments for better maintainability.
• Deployment automation and environment management to minimize downtime during updates.

• Error monitoring and logging systems
• Deployment and environment management tools
• Scheduling and task automation frameworks

• High scalability to support multiple new AI agents within a year.
• 99.9% system uptime and stability during updates.
• Efficient error recovery and fault tolerance mechanisms.
• Maintainability through clear, comprehensive documentation.
• Performance optimization to ensure fast response times and seamless user experience.

Successful stabilization and scalability improvements are expected to restore reliable platform operation, enabling onboarding and daily usage with minimal downtime. The platform’s robustness will support the development of up to 20 new AI agents within one year, directly contributing to increased sales efficiency, improved client satisfaction, and sustained business growth.