PROJECT TASK LIST – AI TECHNICAL ASSISTANT (Membership-Restricted)
UpworkCANot specifiedintermediateScore: 70
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PROJECT TASK LIST – AI TECHNICAL ASSISTANT (Membership-Restricted)
1. Architecture & Technical Planning
Define overall system architecture (frontend, backend, AI provider).
Choose hosting environment (VPS, managed cloud, serverless).
Select database (PostgreSQL, MySQL, etc.).
Define security model and authentication flow.
Estimate usage load and cost projections.
Define quota logic (rate limits, token caps, monthly limits).
2. Infrastructure Setup
Configure subdomain (assistant.technic-care.com).
Set up hosting environment (VPS or cloud instance).
Configure reverse proxy (Cloudflare or equivalent).
Implement SSL certificates.
Configure firewall, rate limiting, and basic WAF rules.
Set up staging and production environments.
3. Backend Development
Build API layer (Node.js, Express, Laravel, etc.).
Implement authentication system (JWT, OAuth, magic link, or SSO).
Implement membership validation logic.
Build webhook endpoint to receive membership status from System.io.
Implement role-based access control (active/inactive users).
Implement usage tracking (questions count, token tracking).
Connect backend to AI provider (OpenAI or similar).
Implement logging system for conversations.
Implement cost-control safeguards (hard stop on limits).
4. Frontend Development
Build chat interface (React / Next.js / Vue or similar).
Implement login and session management.
Create user dashboard (usage stats, status, limits).
Build conversation history view.
Implement error handling and fallback UI.
Responsive design (desktop + mobile).
Optional: escalation button to human support.
5. Membership Integration
Configure System.io webhook events (subscribe, cancel, failed payment).
Map membership status to internal user database.
Test real-time access activation/deactivation.
Optional: integrate Discord bot to assign/remove roles automatically.
6. AI Configuration (Phase 2 – not initial focus but required planning)
Prompt engineering design.
Define knowledge boundaries.
Optional: implement RAG (Retrieval Augmented Generation).
Configure moderation and content filtering.
7. Security & Compliance
Implement HTTPS-only access.
Protect API endpoints from abuse.
Store minimal sensitive data.
Define data retention policy.
Implement logging and audit trails.
Ensure GDPR/Canadian privacy compliance if applicable.
8. Monitoring & Maintenance
Set up uptime monitoring.
Set up performance monitoring.
Configure error logging alerts.
Define scaling strategy.
Define backup strategy.
9. Testing & QA
Unit testing backend logic.
Integration testing with System.io.
Load testing.
Security testing.
User acceptance testing.
10. Deployment & Documentation
Deploy production version.
Create technical documentation.
Create admin documentation.
Provide client training.
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