Getting Started

Getting Started

System Requirements

• Operating System: Windows, macOS, or Linux
• Node.js: v14.0.0 or higher
• npm: v6.0.0 or higher
• RAM: Minimum 2GB recommended
• Disk Space: 500MB for application and data

First Time Setup

1. Install Node.js

Download from nodejs.org and install the LTS version.

Verify installation:

node --version
npm --version

2. Clone and Install

git clone https://github.com/somnathdashs/Client-Automation-Platform.git
cd Client-Automation-Platform
npm install

💡 Tip: Want to create a desktop shortcut for one-click launching? See the User Guide!

3. Get API Keys

Gemini AI API:

1. Visit Google AI Studio
2. Sign in with Google account
3. Click "Get API Key"
4. Copy the key

SerpAPI:

1. Visit SerpAPI
2. Create an account
3. Go to "Manage API Key"
4. Copy your API key

Gmail SMTP (Recommended):

1. Enable 2-Factor Authentication on your Google account
2. Generate an App Password:
   • Go to Google Account Settings
   • Security → 2-Step Verification → App Passwords
   • Select "Mail" and your device
   • Copy the 16-character password

4. Configure settings.json

The application uses settings.json for configuration. Edit it directly:

{
  "gemini": { "apiKey": "YOUR_KEY" },
  "serpapi": { "apiKey": "YOUR_KEY" },
  "smtp": {
    "host": "smtp.gmail.com",
    "port": 587,
    "secure": false,
    "user": "email@gmail.com",
    "pass": "app_password"
  },
  "business": {
    "name": "Your Name",
    "email": "email@gmail.com",
    "company": "Company",
    "website": "https://site.com"
  },
  "emailTemplate": {
    "defaultSubject": "Subject",
    "defaultBody": "Body",
    "generationPrompt": "Prompt"
  },
  "search": {
    "maxSearchesPerRun": 30,
    "resultsPerPage": 10,
    "maxPagesPerSearch": 5
  },
  "rateLimit": {
    "searchDelay": 2000,
    "emailDelay": 5000,
    "maxEmailsPerRun": 10
  }
}

5. Launch the Platform

npm run web

Open browser to: http://localhost:3000