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fusionsyncai/README.md

FusionSync

White-label tech partner for agency owners.

FusionSync builds and operates the software layer that marketing and service agencies cannot deliver in-house. Agency owners keep the client relationship, the brand, and the revenue. We build, integrate, and run the technology behind it — invisibly.

You bring the clients. We bring the technology.

Live site: fusionsync.ai · Primary CTA: WhatsApp partnership conversation


Table of contents


Who FusionSync is for

FusionSync partners with agency owners who already have paying clients in one vertical and a daily tech gap — clients ask for software, CRM bridges, integrations, or AI workflows the agency cannot ship in-house.

Ideal partner profile:

Signal Why it matters
Active clients in one vertical (dental, insurance, real estate, creator monetization, etc.) Demand is proven; we fulfil behind your brand
Recurring requests for software the agency turns down or cobbles together Clear gap FusionSync fills
Enough client volume that white-label fulfilment beats hiring devs Economics work for phased rollout
Local integration knowledge (what PMS/CRM/compliance the market runs) We build the bridge; you bring domain context

Positioning in one line: FusionSync partners with agency owners who already serve a vertical, white-labels the product, wires the integrations, and runs white-glove implementation for each of their clients — so the agency can productize an offer it could not build alone.


Who FusionSync is not for

FusionSync is not a freelancer marketplace, chatbot agency, or solo-founder prototype shop. We do not cold-pitch strangers with no client base.

Not a fit Why
Idea-stage founders with no signed clients Partnership requires proven demand
Generic "need a developer" / body-shop outsourcing We are a vertical fulfilment partner, not staff aug
Pure design-only or one-off MVPs Our model is repeat rollout across a client base
Enterprise RFP / procurement cycles Operator-to-operator partnership, not vendor RFP

The partnership model

FusionSync does not sell software to end clients directly. It partners with agency owners who already have paying clients in a vertical.

Phase What happens
Free POC Working demo on the proven stack (GoHighLevel + n8n + relevant integrations), scoped to the partner's vertical — a sales asset to pitch existing clients
Per-client rollout Implementation starts only once a client is paying. Productized tiers (simple → mid-complexity → full stack)
White-label vertical software After demand is proven, production-grade software under the partner's brand: auth, billing, tenant isolation, UI that reads as theirs
Ownership milestones Optional ownership at 25 active clients (geography) or 100 active clients (global), or stay on recurring white-glove ops indefinitely

Typical partner engagement: $20k+ (scope depends on vertical, client count, and phase).

Division of work:

Agency owner FusionSync (silent partner)
Client relationships & trust Product architecture & core build
Vertical & geography knowledge Integration bridges & owned infrastructure
Local software/compliance context White-glove implementation per client
Sales to existing base Replication into new geographies

FusionSync stays the silent technical partner throughout. The agency owner stays the face of the business.

Current flagship vertical: dental patient acquisition — GoHighLevel, n8n, CRMBridge (HIPAA-compliant access to 27+ dental PMS systems), and WaCRM. Proof-of-model before replication into other verticals.

Proof on site: UK dental agency partner, creator monetization build, real estate underwriting, vertical SaaS fulfilment. Shubham Kashyap leads every partnership; team of 5 ships.


How FusionSync scales — infrastructure, not automations

Most agencies scale tech delivery by stacking more automations — another n8n workflow, another Zap, another SaaS seat. That works for the first few clients. It breaks at ten.

FusionSync scales on owned infrastructure:

  1. Automations are the wedge, not the ceiling. GoHighLevel + n8n prove demand fast (free POC, per-client rollout). They are the sales demo and first fulfilment layer — not the long-term product.
  2. Production runs on self-hosted, open-source stack we control. RecallSync (CRM + AI agents + MCP), WaCRM (WhatsApp CRM + flows), Dograh (self-hosted voice agents), CRMBridge (dental PMS API layer), LiveKit, PostgreSQL, and Next.js — deployed under the partner's brand, not rented per-seat from closed vendors.
  3. Repeatable fulfilment, not bespoke quotes every week. Productized tiers, fixed timelines, volume discounts on support — because the stack is the same; only vertical config changes.
  4. AI-native operations. This repo (AIOS) drives agents, campaigns, and SOPs from Git via RecallSync MCP/CLI — so scaling delivery means scaling procedures and infrastructure, not headcount on manual prompt editing.
   Phase 1 — prove demand          Phase 2+ — own the stack
   ─────────────────────          ──────────────────────────
   GHL · n8n · integrations  ──▶  RecallSync · WaCRM · Dograh · CRMBridge
   (POC + first clients)          (white-label product + tenant isolation)
                                         ▲
                                         │
                              AIOS (this repo) — SOPs, context, agent ops via MCP

Why infrastructure beats automation-only scaling:

Automation-only Infrastructure-first
Per-client custom flows; hard to maintain Shared platform; vertical config
Vendor lock-in (Vapi, Retell, closed CRMs) Self-hosted OSS; data stays in partner perimeter
Margins shrink as client count grows Volume discounts + optional ownership milestones
No path to product White-label software the partner can own

Product stack

Product Role
RecallSync Core CRM platform — leads, campaigns, conversations, AI channel agents. MCP-first architecture; Twilio SIP; LiveKit voice; two-way GoHighLevel sync
WaCRM Open-source WhatsApp CRM — flow automation, AI agent chat, voice via LiveKit
Dograh Open-source, self-hostable voice agent platform (Vapi/Retell alternative) — visual workflows, MCP-native, on-prem/VPC deployment
CRMBridge HIPAA-compliant REST API layer to 27+ dental practice management systems (Dentrix, Eaglesoft, Open Dental, and others)

Delivery & integration layer: GoHighLevel · n8n · Make · Next.js · TypeScript · PostgreSQL · Prisma · Supabase · Stripe · OpenAI · Claude · LiveKit · Restack · Vercel

Roadmap: Google Reviews automation, content/social automation, local SEO tracking, Meta Ads integration.


What this repository is (AIOS)

This repo is the AI Operating System (AIOS) for FusionSync — the Git-driven control plane for running a business's AI agents, campaigns, and repeatable operations.

One repo = one business = one RecallSync sub-account.

Lives in Git (AIOS) Lives in RecallSync (runtime) Never in Git
SOPs, business context, playbooks Agent prompts & flow graphs Operational data (leads, conversations)
Campaign definitions & sprint plans Channel agent configs Secrets (API tokens, auth headers)
Enrichment schemas & outreach copy Live delivery on WhatsApp, email, voice, etc.

Most teams operate AI agents through dashboards with no history, no review, and no single source of truth. AIOS treats business operations as code where it helps — while agent behavior stays in RecallSync, driven via MCP or the recallsync CLI.


AIOS + RecallSync — how we operate at scale

RecallSync is the runtime. AIOS is the brain and playbook layer. Together they let FusionSync fulfil many clients without scaling manual ops linearly.

   define in RecallSync  ──▶  test via MCP/CLI  ──▶  run on channels
   (prompt / flow)          (test lead)            (live delivery)
        ▲
        └──  SOPs + context in Git guide how agents are built & operated

Core loop:

  1. Define agent behavior in RecallSync (UI, MCP, or CLI).
  2. Fetch the latest live state before editing (get-channel-agent).
  3. Test in-place using the test lead harness; iterate until approved.
  4. Activate when ready (update-channel-agent / UI).
  5. Operate using SOPs and context files in this repo — repeatable across partners and verticals.

Local lead factory: The root Next.js CRM app (localhost:3010) stages and enriches agency partnership prospects before outreach. Enrichment reflects vertical, client count, tech gap, and integration targets — not generic founder MVP copy.

FusionSync Primary channel agents (live-chat, WhatsApp, Instagram, WP Call) carry the public partnership positioning; they are authored and tested live in RecallSync via MCP/CLI.


Architecture

AIOS sits on a three-repo chain. This repo never talks to the database directly.

AIOS (this repo)  ──MCP──▶  recallsync-mcp  ──REST (Bearer api_key)──▶  recallsync-app  ──Prisma──▶  DB
   Cursor / CLI              thin tool layer         business routers              MySQL
Layer Purpose
AIOS (this repo) SOPs, context, playbooks. Agents driven via MCP/CLI against RecallSync
recallsync-mcp Express MCP server — validate input → call REST → return result
recallsync-app Next.js app — REST under /api/rest/* wraps business-context tRPC routers

See recallsync/ for the system/engineering layer, including add-mcp-operation.md.

Core concepts (RecallSync schema):

Concept Where What
Business RecallSync sub-account Fixed by API key — one per AIOS repo
PrimaryAgent RecallSync Groups channel agents; goal & stop criteria; no prompt
BaseAgent (channel agent) RecallSync Per-channel worker — STANDARD (single prompt) or FLOW (graph)

Repository structure

fusionsyncai/
├── aios/                   # rolling session context & intent-signal monitor
├── agents/                 # README only — agents live in RecallSync
├── context/                # business context agents read before acting
├── sops/                   # Standard Operating Procedures (repeatable checklists)
│   └── channel-agent/      # creation, prompting, tool-calls, testing, troubleshooting
├── playbooks/              # campaign definitions (objective, ICP, offer, sequence)
├── sprints/                # current build focus + decision log
├── recallsync/             # MCP integration docs & coverage map
├── scripts/                # recallsync CLI wrapper, reconcile-flow, precommit-sanity
├── telegram-bridge/        # optional Telegram → cursor-agent bridge
├── app/                    # local AIOS CRM (lead factory, port 3010)
└── .env.example            # secret registry — names + purpose only (no values)

Getting started (operators & developers)

Prerequisites

  • Cursor — this repo is designed to be operated by its agent
  • RecallSync sub-account and API key
  • recallsync-mcp server running (or hosted endpoint)

1. Configure secrets

cp .env.example .env.local   # .env.local is gitignored

Set RECALL_API_KEY and RECALLSYNC_BASE_URL (hosted RecallSync domain, or http://localhost:3000/api/rest for local recallsync-app).

2. Connect MCP

Template: .cursor/.mcp.example.json. Real config: .cursor/mcp.json (gitignored).

3. Drive from Cursor

Typical first tasks:

  • "List the primary agents." → confirms MCP/CLI connection
  • "Create a WhatsApp channel agent." → follows sops/channel-agent/creation.md
  • "Update the live-chat agent flow." → fetch live, edit, push draft via MCP/CLI

CLI (preferred for agent sessions):

node scripts/recallsync-cli.mjs --json primary-agent list
node scripts/recallsync-cli.mjs --json channel-agent get --id <id>

4. Telegram bridge (optional)

Run AIOS from your phone — whitelisted Telegram DM spawns cursor-agent with RecallSync MCP tools. See telegram-bridge/README.md.


Standard Operating Procedures (SOPs)

An SOP is a repeatable checklist a human or AI agent can follow literally. If something is done more than once, it becomes an SOP.

SOP Purpose
channel-agent/creation.md Create a channel agent
channel-agent/prompting-standard.md Author a STANDARD agent prompt
channel-agent/prompting-flow.md Design a FLOW agent graph
channel-agent/tool-calls.md Wire HTTP tool calls
channel-agent/testing.md Test with clean conversation each run
channel-agent/sync.md Live-only workflow (RecallSync is source of truth)
channel-agent/flow-troubleshooting.md Common flow failures
git-commit.md Commit with pre-commit sanity check

Start a new SOP from sops/_template.md.


Security & secrets

  • Gitignored: .env* (except .env.example), .cursor/mcp.json, *.pem
  • Placeholders in committed files: ${AIOS_N8N_WEBHOOK_TOKEN} — resolved and encrypted at push time
  • API guard: RecallSync rejects headers still containing ${...} placeholders
  • Pre-commit: bash scripts/precommit-sanity.sh must print RESULT: ✓ SAFE before commit

Full procedure: sops/git-commit.md.


Contact & credibility

Website fusionsync.ai
Partnership CTA WhatsApp +91 79731 51386
Email info@fusionsync.ai
Founder Shubham Kashyap — leads every partnership
Credibility Top Rated Plus on Upwork · 35+ deliveries · team of 5
Location Mohali, Punjab, India

For agency owners with paying clients in a vertical: message on WhatsApp with your vertical, client count, and the tech gap you cannot fill today. We map phased partnership fit before you commit.


Built by operators in Mohali, India · Git for ops · RecallSync for agents · Infrastructure for scale

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