DOCUMENTATION

Mobile App

Mobile app guide โ€” PWA-based sales activity recording and Bayesian analysis

Mobile App

The EXAWin Mobile App is a PWA (Progressive Web App)-based mobile-dedicated interface for recording sales activities on-site and viewing Bayesian analysis results in real time.

Access via smartphone browser at yourdomain.com/m. Add to iOS/Android home screen to use it like a native app.

Access URL: https://[domain]/m


Screen Layout

The mobile app uses a 5-tab bottom navigation structure:

TabIconFunction
Home๐Ÿ“My project list + search
Recordโž•Activity recording + Bayesian analysis
Activity๐Ÿ“‹Full activity feed
Alerts๐Ÿ””Notification center
Settingsโš™Dark mode / language / profile

Header (Common)

  • EXAWin Logo โ€” Top left.
  • Back Arrow โ€” โ† shown on all screens except Home.
  • Right Area โ€” Product page link (๐ŸŒ), Docs link (๐Ÿ“„), user avatar.

Bottom Tab Bar

  • Selected tab is highlighted with brand color and a blue indicator bar at the top.
  • Alerts Tab โ€” Red badge with unread count (shows 9+ when exceeding 9).

Login

Authenticate with email and password on the mobile login screen.

ItemDescription
EmailCompany email registered on sign-up
PasswordAccount password
Auth FailureError message on red background
Inactive AccountAccounts deactivated by admin are blocked

Home Tab โ€” My Projects

The Home screen shows your project list.

Project Card

ItemDescription
Project NameDeal name. Won ๐Ÿ† / Lost ๐Ÿ“Œ icons auto-displayed
Customer๐Ÿข Customer name
CodeAuto-generated project code (PRJ-YYMM-XXXX)
P(Win) BadgeCurrent posterior probability %. Color changes by probability
Progress BarStage progress visualization (0โ€“100%)

P(Win) Badge Colors

P(Win) RangeColor
โ‰ฅ 50%Emerald (positive)
30โ€“49%Amber (moderate)
< 30%Gray (low)

Sort Order

Projects sorted by your most recent activity โ€” latest timestamp among activity records, comments, and likes.

Type in the top search bar for real-time filtering by project name.

Tap a project card to navigate to the Record screen.


Record Tab โ€” Activity Recording

Record is the core screen of the mobile app. Record sales activities and view Bayesian analysis results in real time.

Project Selection

Select a project from the top dropdown:

  • Only Active projects where you are a member are shown.
  • Admin/Super User can access all company projects.
  • Changing the project auto-refreshes stages, signals, and contacts via AJAX.

Closed Projects

Won ๐Ÿ† or Lost ๐Ÿ“Œ projects behave as follows:

StatusBehavior
Closed + No existing activities"Project Closed" notice shown, input form hidden
Closed + Existing activitiesPrevious activities read-only, closing activity edit redirects to web version

Activity Input Form

1. Date & Type

FieldRequiredDescription
Dateโœ…Activity date. Default: today
Typeโœ…๐Ÿค In-person / ๐Ÿ“น Video / ๐Ÿ“ž Phone / ๐Ÿ“ง Email / ๐Ÿ’ฌ SNS

2. Contact

  • Project's Main Contact is auto-set.
  • Read-only display, auto-refreshed on project change.

3. Sales Stage

Uses a bottom-sheet picker:

  • Slide-up sheet for stage selection.
  • Built-in search to find stages by keyword.
  • Past stages are ๐Ÿ”’ disabled.
  • Terminal stages (๐Ÿ† Won / โœ– Lost) shown below a separator.

โš ๏ธ When a terminal stage is selected:

  • Signal selection is auto-disabled (grayed out).
  • Bayesian update is skipped.
  • Project transitions to closed status on save.

4. Signal Selection

Uses a bottom-sheet multi-picker:

  • Multiple signals can be selected simultaneously.
  • Direction dots before each signal:
    • ๐ŸŸข Green = Positive (ฮฑ direction)
    • ๐Ÿ”ด Red = Negative (ฮฒ direction)
    • ๐Ÿ”ต Blue = Neutral
  • Selected signals shown as tag badges at the top. Tap ร— to deselect.

5. Summary (Required)

One-line activity summary. Displayed as the activity title in the timeline.

  • ๐ŸŽค Voice Input button โ€” Tap the microphone icon to start speech recognition.

6. Notes

Detailed activity content. Multi-line input supported.

  • ๐ŸŽค Voice Input โ€” Same mic button as Summary
  • For existing activities: Rich text rendered in preview area with "Show more/Collapse" toggle.

Voice Input

When the mic button is tapped:

  1. Recording indicator โ€” Button turns red with ๐Ÿ”ด "Recording..." text.
  2. Auto language detection โ€” Automatically set based on current app locale (Korean โ†’ ko-KR, Japanese โ†’ ja-JP, English โ†’ en-US).
  3. Text append โ€” Recognized text is appended to existing input (not overwritten).
  4. Tap again โ€” Tapping mic during recording stops it.

Save

Tapping the fixed "Save Activity" button at the bottom:

  1. Saved as Draft status.
  2. Signal data preserved as JSON snapshot.
  3. Non-terminal stage with signals selected โ†’ Bayesian update auto-executed.
  4. Audit log recorded.
  5. On success, emerald banner (โœ…) shown, navigates to activity detail.

Status Management (Confirm & Lock / Unlock)

StatusBadgeDescription
Draft๐Ÿ–Š Editing (amber)Editable/deletable. New activities always saved as Draft
Locked๐Ÿ”’ Locked (green)No edit/delete. Set via Confirm & Lock on web
  • Unlock button โ€” Locked โ†’ Draft. Admin or project Owner only.
  • Mobile saves always maintain Draft status. Use Confirm & Lock on web to finalize.

Bayesian Analysis Panel

When Bayesian update data exists, a Bayesian Analytics panel appears below the input form. Provides the same analysis as the web version in a mobile-optimized layout.

Deal Temperature

P(Win) RangeEmojiLabel
< 20%๐ŸฅถCold
20โ€“39%๐Ÿ”ฅWarming
40โ€“59%โ˜€๏ธHot
60โ€“79%๐ŸŽฏClosing
โ‰ฅ 80%๐Ÿ†Won!

95% Credible Interval

Display ItemMeaning
95% CI RangeP(Win) 95% credible interval lowerโ€“upper bounds
Evidence MaturityPrediction confidence level based on data volume
Standard Deviation ฯƒEstimation variability
Evidence Volume nฮฑ + ฮฒ total
Margin of Error ยฑP(Win) variation range

Silence Penalty

Shown only when cumulative silence penalty exists:

Penalty count ร— Unit penalty = ฮฒ+Total penalty
Example: 3 times ร— 0.036 = ฮฒ+0.108

Momentum P(Win)

Time-decay (ฮป=0.01) weighted P(Win):

  • Momentum > P(Win) โ†’ ๐Ÿ“ˆ Recent trend positive
  • Momentum < P(Win) โ†’ ๐Ÿ“‰ Recent decline

Impedance

Sigmoid-based confidence gauge with T (threshold) and k (slope) values.

P(Win) Trend Chart

SVG time-series chart with 2+ Bayesian updates:

  • Blue solid line โ€” P(Win) trend per meeting
  • Light blue shade โ€” 95% CI band
  • Red dashed line โ€” Threshold (T)
  • Data points โ€” Meeting sequences (#1, #2, ...)

Insight

Auto-generated contextual advice based on P(Win) and evidence maturity:

ConditionInsight Example
Low evidence"โš  Low evidence: CI is ยฑX%p wide"
P(Win) < 40%"Warming up! Focus on positive signals"
P(Win) 40โ€“60%"Past halfway!"
P(Win) 60โ€“80%"Almost there. Shift to contract negotiation"
P(Win) โ‰ฅ 80%"๐Ÿ† Closing stage! Prepare the contract"

Activity Tab โ€” Full Activity Feed

A unified feed of all project activities across your projects.

Feed Card

ItemDescription
Project NameProject the activity belongs to (๐Ÿ†/๐Ÿ“Œ status)
DateMM/DD HH:MM
Type IconActivity type emoji
SummaryActivity title
StageBrand-colored
AuthorName + "Me" badge (my activities)
โค๏ธ/๐Ÿ’ฌLike/comment counts

Sort Rules

  1. Activities I'm involved in appear first: Activities I authored, commented on, or liked.
  2. Then by happened_at (activity date) in reverse chronological order.
  3. Maximum 50 items displayed.

Alerts Tab โ€” Notifications

Notifications are generated when others leave likes, comments, or replies on your activities.

Notification Card

ItemDescription
Read indicator๐Ÿ”ต blue dot (unread) or gray dot (read)
ActorUser avatar + name
Action๐Ÿ’ฌ "commented" / โ†ฉ "replied" / โค๏ธ "liked"
PreviewFirst 60 chars of comment or activity summary
TimeMM/DD HH:MM

Behavior

  • Unread โ€” Blue background + pulsing dot
  • Read โ€” 60% opacity
  • Tapping a notification: auto-marks as read (AJAX) and navigates to the related activity's Record detail screen.

Settings Tab

Profile Card

  • User avatar โ€” Name initials in gradient circle
  • Name and Email
  • Role badge โ€” Admin / Super User / Standard

Appearance

  • Dark mode toggle โ€” ๐ŸŒ™ icon with switch for light/dark mode
  • Setting saved in localStorage.

Language

7 languages supported with flag icons:

CodeLanguageFlag
enEnglish๐Ÿ‡บ๐Ÿ‡ธ
koํ•œ๊ตญ์–ด๐Ÿ‡ฐ๐Ÿ‡ท
viTiแบฟng Viแป‡t๐Ÿ‡ป๐Ÿ‡ณ
zhไธญๆ–‡๐Ÿ‡จ๐Ÿ‡ณ
jaๆ—ฅๆœฌ่ชž๐Ÿ‡ฏ๐Ÿ‡ต
esEspaรฑol๐Ÿ‡ช๐Ÿ‡ธ
idBahasa Indonesia๐Ÿ‡ฎ๐Ÿ‡ฉ

Sign Out

Red "Sign Out" button terminates the session and navigates to the login screen. Audit log is automatically recorded.

Open Web Version

Tapping "Open Web Version" switches to the full-featured desktop web browser.


PWA Support

Add to Home Screen

  1. Access https://[domain]/m in mobile browser
  2. iOS: Safari โ†’ Share โ†’ "Add to Home Screen"
  3. Android: Chrome โ†’ Menu โ†’ "Add to Home Screen"
  4. Runs in full screen like a native app.

Technical Specs

ItemValue
Service WorkerOffline cache support (exa-sales-v2)
Manifest/manifest.json
Viewportviewport-fit=cover (iOS notch support)
Safe AreasiOS safe area auto-padding (top/bottom)
Scrolloverscroll-behavior: none (bounce effect removed)

Web vs Mobile Comparison

ItemWeb VersionMobile App
Layout3-panel (left/center/right)Single screen + 5 tabs
Rich TextQuill.js editor (3 tabs)Plain text + voice input
Activity EditEditable when Draft/UnlockedRead-only (web redirect)
File AttachmentDrag & drop uploadNot supported
Confirm & LockDraft โ†’ Locked managementNot supported
Activity DeleteDraft activities deletableNot supported
Bayesian Recalc๐Ÿ”„ Manual recalculationNot supported
Stage/Signal SelectDropdownBottom-sheet picker
Voice InputNot supported๐ŸŽค Web Speech API
Dark ModeSystem-linkedManual toggle (Settings)

Important Notes

  1. Mobile app is optimized for activity "recording". Use the web version for edit/delete/lock management.
  2. Signal selection is the key to Bayesian analysis. Accurately select signals observed during meetings.
  3. Recording a terminal stage (Won/Lost) closes the project. If recorded accidentally, edit the last activity on the web version.
  4. Use voice input in quiet environments. Background noise reduces recognition accuracy.
  5. Offline support is limited. Activity recording requires internet. Service Worker caches static assets only.
  6. Dark mode settings are saved per device. Must be configured separately on different devices.
  7. Notifications are available only within the app. Push notifications are not yet supported.