Overview
The SMS Platform enables two-way text messaging with leads and customers, powered by a hybrid Convex + PostgreSQL architecture. Real-time inbox updates, thread locking, and full DNC compliance make this a production-ready communication channel for the call center team.
Key Features
Real-time Inbox
Convex-powered message threads with instant updates:
- Instant Message Delivery: New messages appear immediately
- Read Receipts: Track which agents have seen messages
- Typing Indicators: See when someone is responding
- Thread Organization: Messages grouped by contact/conversation
Thread Locking
Prevents multiple agents from responding to the same conversation:
- Visual Lock Indicator: Shows who's working on a thread
- Automatic Release: Lock released when agent closes thread
- Stale Lock Cleanup: Handles abandoned locks
Canned Responses
Pre-built message templates for common scenarios:
- Quick Selection: Pick from categorized templates
- Variable Substitution: Personalize with contact name, etc.
- Team Shared: Consistent messaging across agents
- Personal Templates: Agents can create their own
Grammar Suggestions
AI-powered writing assistance (via Automagic):
- Real-time Suggestions: As agents type
- Professional Tone: Ensure brand consistency
- Error Correction: Catch typos before sending
DNC Compliance
Full Do Not Call/Text compliance with audit trail. Each contact tracks separate DNC flags for voice and SMS, with timestamps and source attribution (who/what set the flag and why).
Compliance Features
- STOP Keyword Handling: Automatic DNC on "STOP"
- Audit Trail: Full history of who set DNC and when
- List Scrubbing: Block sending to DNC contacts
- Compliance Dashboard: Monitor DNC rates
Hybrid Architecture
Why Convex + PostgreSQL?
Different data has different needs:
| Data Type | Storage | Why |
|---|---|---|
| Active threads | Convex | Sub-second reactivity needed |
| Message archive | PostgreSQL | Permanent storage, complex queries |
| Lock state | Convex | Real-time sync across agents |
| DNC flags | PostgreSQL | Audit trail, compliance reporting |
Data Flow
Inbound SMS → Twilio Webhook → PostgreSQL (archive)
↓
Convex (hydrate)
↓
Real-time UI update
Hydration Strategy
When a thread is opened:
- Check if messages exist in Convex
- If not, hydrate last 10 from PostgreSQL
- New messages go to both stores
- On thread close, Convex data can be pruned
Portfolio Significance
The SMS Platform demonstrates:
- Hybrid Architecture: Choosing the right storage for each use case
- Real-time Systems: Convex for instant reactivity
- Concurrency Handling: Thread locking prevents collisions
- Compliance Engineering: Full audit trails for regulations
- Integration Skills: Twilio webhooks, multi-system sync
Results
The platform enables efficient text communication:
- Real-time Collaboration: Multiple agents, no collisions
- Compliance Confidence: Full DNC audit trail
- Faster Response: Templates and AI suggestions
- Unified History: All messages in one timeline
