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YouSquared · Roadmap

Ten features, shipping now

The top priority work driving retention, revenue uplift, and Team plan sales — plus the scope rules that keep it moving.

Source of truth: Roadmap · issue #433

Top priority — ten features

Each feature has a scoper, an implementer, and a single KPI. Click any row for detail.

# Feature Scope Implement KPI
1Teams viral self-serve *AdBAdBTeam plan purchases
2VIP transferADAnth% dissatisfied senior caller
3AI call monitoring & improvementAdBAdBRetention
4Industry auto configADTomoRetention
5Scheduled outbound *AD *AnthRevenue uplift
6User Stats *AD *Joris *Revenue uplift
7Web app — self-serve & parityADJakeTeam plan purchases
8To-Dos *AD *AnthTeam plan purchases
9Prompt learning *AD *TomoAI sub-task accuracy
10$0.04/min costAdBTomo$0.04/min cost
* pending AD–AdB alignment

Scope, prototypes, shipping status

Each feature below has a plain-English goal, the KPI it moves, and links to the issue and any interactive prototype.

1
Teams viral self-serve *
ScopeAdB ImplAdB KPITeam plan purchases

Shift to an assistant-centric architecture where every user belongs to a team — solo users get a team of one. Eliminates the solo-vs-team code branching and enables shared assistants, shared contacts, and shared inboxes out of the box.

Data Model

  • Team owns usage, contacts, and assistants (all team-level, all visible to all members)
  • User joins teams via TeamMembership with a role (owner / admin / member)
  • Roles: owner/admin create & configure assistants; members can view everything

Why this unlocks virality

Once a user adds a colleague, that colleague instantly sees the shared inbox & contacts — turning a personal AI into a team tool without migration.

2
VIP transfer
ScopeAD ImplAnth KPI% dissatisfied senior caller

Senior callers (boss, significant other, major client, major partner) feel insulted when the AI handles them, causing churn. Neutral fix: exclude them from AI. Better fix: upgrade the experience — AI formally greets VIP and immediately tries a warm transfer.

Behaviour

  • AI greets formally & immediately attempts warm transfer
  • Long VIP-unique urgent sound + Lock Screen Live Activity w/ caller info & live transcript
  • User can join or re-schedule ASAP; AI keeps VIP engaged ~30s, otherwise re-schedules
  • AI/UI advises user not to miss calls from VIPs

VIP defaults: Boss, Significant Other, Major Client, Major Partner.

VIP incoming call VIP warm transfer UI VIP live activity VIP reschedule
3
AI call monitoring & improvement
ScopeAdB ImplAdB KPIRetention

Continuous observation of AI-handled calls to detect issues (dissatisfaction, mis-routing, prompt regressions) and drive prompt & behaviour improvements that compound into retention gains.

Scope doc in progress — see roadmap comments for status.

4
Industry auto config
ScopeAD ImplTomo KPIRetention

Most users don't want or know how to customize their AI. Magical if it pre-fills based on their (sub) industry, with examples to follow or edit.

What ships

  • Select (sub) industry at onboarding → fields pre-filled
  • Add missing global fields: caller scenarios for new client / existing client / partner, products & services, pricing, areas served, open hours
  • Industry-specific fields (e.g. accepted insurance for healthcare)
  • Simulation + prompt learning to ensure the values actually work
  • Expand from 3 sub-industries (pharmacy, equipment rental, real estate) to 27 (dental, chiropractic, pest control…)
Industry select Pre-filled fields Industry-specific Edit pre-fills
5
Scheduled outbound *
ScopeAD * ImplAnth KPIRevenue uplift

Scheduled outbound calls and texts that boost user revenue. Built on contact events — logging each time a service is rendered — plus caller ID so recipients recognise the sender.

Three versions

  • v1 Renewal — "it's the end of your {service} soon, do you need a new one?" (e.g. pharmacy refill due, lift rental return date, real-estate homeiversary)
  • v2 Check-in — "day 1 of your {service}, how's it going? need any help?"
  • v3 Referral — "sounds like you need {partner_service}, would you like us to arrange it?" — builds the network flywheel

HIPAA-aware: oncology SMS only invites a call-back; no PHI in text. Default send mode for oncology = call.

Scheduled outbound 1 Scheduled outbound 2 Scheduled outbound 3 Scheduled outbound 4
6
User Stats *
ScopeAD * ImplJoris * KPIRevenue uplift

Users aren't shown the revenue impact of YouSquared — this contributes to churn. Solution: a stats page that quantifies revenue uplift, shows how to grow it (more channels, more users), and is shareable.

Features

  • Calculate $ lead value handled (Price × ΔLTV × U2 attribution)
  • Recommend how to increase revenue uplift further
  • Highlight impressive calls to show off socially

Worked examples

Equipment rental — 86ft boom quote: price $5,775 · ΔLTV $11.5k · U2 attribution 85% → $10k

Pharmacy — GLP-1 refill: price $199/mo · ΔLTV $2.4k · U2 attribution 10% → $240

Real estate — angry $1M listing client: commission $22k · ΔLTV $12k · U2 30% → $3.6k

User stats headline User stats detail 1 User stats detail 2 User stats detail 3
7
Web app — self-serve & parity
ScopeAD ImplJake KPITeam plan purchases

Auth-gated Next.js console at app.yousquared.ai, hitting the same api-service backend as iOS. Unlocks self-serve sign-up and team admin flows that are awkward on mobile.

Phase 1 — MVP

  • Next.js in clone-backend/web-app/ (monorepo), deployed on Vercel Pro
  • app.yousquared.ai CNAME to Vercel, CORS allow-listed
  • Firebase Auth web SDK, ID-token validation server-side (same as iOS)
  • Marketing CTA on www.yousquared.aiapp.yousquared.ai

Phase 2 — Development workflow

Push-to-branch → password-protected Vercel preview (hits prod API, like TestFlight); merge to main → auto-deploy to prod. Mixpanel + Amplitude JS SDKs, Sentry TBD.

Phase 3 — Long-term

  • Proper staging environment (public api-service behind IAP / Cloud Armor)
  • GKE migration from Vercel (cost / operational consistency trigger)
  • Fold Webflow marketing site into Next.js (unlocks voice-onboarding landing page with auth context)
8
To-Dos *
ScopeAD * ImplAnth KPITeam plan purchases

AI predicts the next step after a call and makes it easy to act — re-engaging silent callers, pinning user follow-ups, and assigning work to colleagues (which is the viral path into Team plans).

Three versions

  • v0 Re-engage — caller hung up without speaking → AI drafts/sends a personalized text-back to qualify & re-engage. Basic users see the draft, upgrade to send.
  • v1 To-do + follow-up — caller needed user action → AI pins the action, keeps thread top-of-inbox, loads a draft follow-up text when user marks done.
  • v2 Assign — AI suggests action for AI / user / colleague, assigns it, reminds the assignee, informs caller once done. Colleague assignment adds a user to the Team (30 days free, then requires right-size Team plan).
9
Prompt learning *
ScopeAD * ImplTomo KPIAI sub-task accuracy

Autonomous Prompt Learning (APL) — a coding agent labels production data, flags ambiguous cases for human review, writes & evaluates task prompts, and iteratively self-refines them in a single agentic loop.

Production results

  • B2C2B lead classification: 95–97% F1 (up from ~3–5% rule-based)
  • Post-call next-step prediction: near-zero false positives (down from ~16%)
  • Expert-advice drafts grounded in call content

Each optimization cycle: 15–60 min, production data, one human supervisor. No specialized infra (unlike DSPy, OPRO, TextGrad) — just a capable coding agent and an eval harness the agent builds itself.

Next steps

  • Formalize the methodology as a reproducible protocol
  • Controlled ablations (active vs random sampling, self-reflection vs single-shot, LLM vs human judge agreement)
  • Apply to 2–3 more downstream tasks; literature review; workshop paper
10
$0.04 / min cost
ScopeAdB ImplTomo KPI$0.04/min cost

Drive per-minute AI call cost down to $0.04/min — the threshold at which aggressive pricing and higher-volume plans become sustainable.

Next in the queue

Picked up once top-priority slots free up.

13
CRM automation
ScopeAD ImplJoris KPITeam plans sold

Automate the CRM loop (HubSpot → outreach → opportunity tracking) so the sales motion for Team plans scales without additional headcount.

Rules of engagement

Agreed in the roadmap thread — keeps decisions unblocked.

Scoper rule

Either 1 person or 3, never 2 — avoids deadlock. Scoper(s) can get input from others but make the final decision.

Team test

During the Team test, everyone testing is encouraged to share feedback — including on scope. Scoper(s) make the go-live decision.

Asterisks

* on a scope/impl/feature means it's pending AD–AdB alignment before kicking off.

Runner up: record & summarize user-handled calls, emails, openclaw