Merge pull request #15 from jaredzwick/hir-121/personalize-endpoint

hir-121: AI personalization helper endpoint

Author: jaredzwick

.env.example

@@ -39,3 +39,9 @@ GMAIL_WEBHOOK_SECRET=YOUR_WEBHOOK_SECRET_HERE
 # Silent-reply follow-up: days between prospect reply and the auto follow-up.
 # Pulled at runtime so we can tune in prod without a deploy.
 REPLY_FOLLOWUP_OFFSET_DAYS=3
+
+# AI personalization (POST /api/personalize). When unset the endpoint returns
+# 503 and the "Personalize with AI" button surfaces a clean error to the user.
+ANTHROPIC_API_KEY=YOUR_ANTHROPIC_API_KEY_HERE
+# Optional override — defaults to claude-haiku-4-5-20251001 (low cost, fast).
+# ANTHROPIC_PERSONALIZE_MODEL=claude-haiku-4-5-20251001

README.md

@@ -49,6 +49,46 @@ and follow-up. Each is plaintext, under ~120 words, with a single CTA and
 deliverability notes. See [`templates/README.md`](templates/README.md) for
 how to load one into a campaign.
 
+# AI Personalization
+
+Templates give you a starting point. Personalization is what turns a
+starting point into a draft worth sending. Coldflow ships an opt-in helper
+endpoint that takes a contact and a template and returns a personalized
+variant — filling any remaining `{{vars}}` and adding 1–2 light touches
+that acknowledge the recipient's role and reference their company
+specifically.
+
+**UI:** open `/dashboard/campaigns/new`, pick a template, then click
+**Personalize with AI**. Provide a contact (name, company, role) and
+review the line-by-line diff before applying.
+
+**API:** `POST /api/personalize`
+
+```
+{
+  "template_id": "sales_founder_direct",
+  "contact": {
+    "name": "Alex Chen",
+    "company": "Acme Robotics",
+    "role": "VP of Engineering",
+    "product_name": "Coldflow",
+    "sender_name": "Jared"
+  }
+}
+```
+
+Any extra string fields on `contact` become optional context — variables
+like `{{product_name}}` are filled deterministically server-side before
+the LLM is asked to add personalization touches. The response includes
+`personalized_subject`, `personalized_body`, `used_variables`, and the
+SDK `usage` object so you can track spend. Authenticated callers are
+limited to one request every two seconds.
+
+**Setup:** add `ANTHROPIC_API_KEY=…` to your `.env` (see `.env.example`).
+Without a key the endpoint returns 503 and the UI shows a clean error.
+Default model is `claude-haiku-4-5-20251001`; override with
+`ANTHROPIC_PERSONALIZE_MODEL`.
+
 # Move the needle TO-DO list:
 
 - [ ] Integration with GHL / N8N

next.config.js

@@ -37,6 +37,12 @@ const nextConfig = {
   async headers() { return [ { source: '/(.*)', headers: [ { key: 'Cross-Origin-Opener-Policy', value: 'same-origin', }, ], }, ]; },
   reactStrictMode: true,
   redirects,
+  // /api/personalize reads templates/*.md at request time. On Vercel
+  // serverless the function dir, not the repo root, is `process.cwd()`,
+  // so the markdown pack must be explicitly traced into the bundle.
+  outputFileTracingIncludes: {
+    '/api/personalize': ['./templates/**/*.md'],
+  },
 }
 
 export default withPayload(withNextra(nextConfig), { devBundleServerPackages: false })

package.json

@@ -24,6 +24,7 @@
     "db:studio": "pnpm --filter db db:studio"
   },
   "dependencies": {
+    "@anthropic-ai/sdk": "^0.92.0",
     "@payloadcms/admin-bar": "3.64.0",
     "@payloadcms/db-postgres": "3.64.0",
     "@payloadcms/live-preview-react": "3.64.0",
@@ -67,6 +68,7 @@
     "sharp": "0.34.2",
     "tailwind-merge": "^2.3.0",
     "tailwindcss-animate": "^1.0.7",
+    "yaml": "^2.8.4",
     "zod": "^4.1.13"
   },
   "devDependencies": {