The top priority work driving retention, revenue uplift, and Team plan sales — plus the scope rules that keep it moving.
Each feature has a scoper, an implementer, and a single KPI. Click any row for detail.
| # | Feature | KPI |
|---|---|---|
| 1 | Teams viral self-serve * | Team plan purchases |
| 2 | VIP transfer | % dissatisfied senior caller |
| 3 | AI call monitoring & improvement | Retention |
| 4 | Industry auto config | Retention |
| 5 | Scheduled outbound * | Revenue uplift |
| 6 | User Stats * | Revenue uplift |
| 7 | Web app — self-serve & parity | Team plan purchases |
| 8 | To-Dos * | Team plan purchases |
| 9 | Prompt learning * | AI sub-task accuracy |
| 10 | $0.04/min cost | $0.04/min cost |
Each feature below has a plain-English goal, the KPI it moves, and links to the issue and any interactive prototype.
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.
Once a user adds a colleague, that colleague instantly sees the shared inbox & contacts — turning a personal AI into a team tool without migration.
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.
VIP defaults: Boss, Significant Other, Major Client, Major Partner.
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.
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.
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.
HIPAA-aware: oncology SMS only invites a call-back; no PHI in text. Default send mode for oncology = call.
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.
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
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.
clone-backend/web-app/ (monorepo), deployed on Vercel Proapp.yousquared.ai CNAME to Vercel, CORS allow-listedwww.yousquared.ai → app.yousquared.aiPush-to-branch → password-protected Vercel preview (hits prod API, like TestFlight); merge to main → auto-deploy to prod. Mixpanel + Amplitude JS SDKs, Sentry TBD.
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).
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.
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.
Drive per-minute AI call cost down to $0.04/min — the threshold at which aggressive pricing and higher-volume plans become sustainable.
Picked up once top-priority slots free up.
Automate the CRM loop (HubSpot → outreach → opportunity tracking) so the sales motion for Team plans scales without additional headcount.
Agreed in the roadmap thread — keeps decisions unblocked.
Either 1 person or 3, never 2 — avoids deadlock. Scoper(s) can get input from others but make the final decision.
During the Team test, everyone testing is encouraged to share feedback — including on scope. Scoper(s) make the go-live decision.
* on a scope/impl/feature means it's pending AD–AdB alignment before kicking off.