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:
| Tab | Icon | Function |
|---|---|---|
| Home | ๐ | My project list + search |
| Record | โ | Activity recording + Bayesian analysis |
| Activity | ๐ | Full activity feed |
| Alerts | ๐ | Notification center |
| Settings | โ | Dark mode / language / profile |
Header (Common)
- EXAWin Logo โ Top left.
- Back Arrow โ
โshown on all screens except Home. - Right Area โ Product page link (๐), Docs link (๐), 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.
| Item | Description |
|---|---|
| Company email registered on sign-up | |
| Password | Account password |
| Auth Failure | Error message on red background |
| Inactive Account | Accounts deactivated by admin are blocked |
Home Tab โ My Projects
The Home screen shows your project list.
Project Card
| Item | Description |
|---|---|
| Project Name | Deal name. Won ๐ / Lost ๐ icons auto-displayed |
| Customer | ๐ข Customer name |
| Code | Auto-generated project code (PRJ-YYMM-XXXX) |
| P(Win) Badge | Current posterior probability %. Color changes by probability |
| Progress Bar | Stage progress visualization (0โ100%) |
P(Win) Badge Colors
| P(Win) Range | Color |
|---|---|
| โฅ 50% | Emerald (positive) |
| 30โ49% | Amber (moderate) |
| < 30% | Gray (low) |
Sort Order
Projects sorted by your most recent activity โ latest timestamp among activity records, comments, and likes.
Search
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 ๐ or Lost ๐ projects behave as follows:
| Status | Behavior |
|---|---|
| Closed + No existing activities | "Project Closed" notice shown, input form hidden |
| Closed + Existing activities | Previous activities read-only, closing activity edit redirects to web version |
Activity Input Form
1. Date & Type
| Field | Required | Description |
|---|---|---|
| Date | โ | Activity date. Default: today |
| Type | โ | ๐ค In-person / ๐น Video / ๐ Phone / ๐ง Email / ๐ฌ 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 ๐ disabled.
- Terminal stages (๐ Won / โ Lost) shown below a separator.
โ ๏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:
- ๐ข Green = Positive (ฮฑ direction)
- ๐ด Red = Negative (ฮฒ direction)
- ๐ต 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.
- ๐ค Voice Input button โ Tap the microphone icon to start speech recognition.
6. Notes
Detailed activity content. Multi-line input supported.
- ๐ค 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:
- Recording indicator โ Button turns red with ๐ด "Recording..." text.
- Auto language detection โ Automatically set based on current app locale (Korean โ ko-KR, Japanese โ ja-JP, English โ en-US).
- Text append โ Recognized text is appended to existing input (not overwritten).
- Tap again โ Tapping mic during recording stops it.
Save
Tapping the fixed "Save Activity" button at the bottom:
- Saved as Draft status.
- Signal data preserved as JSON snapshot.
- Non-terminal stage with signals selected โ Bayesian update auto-executed.
- Audit log recorded.
- On success, emerald banner (โ ) shown, navigates to activity detail.
Status Management (Confirm & Lock / Unlock)
| Status | Badge | Description |
|---|---|---|
| Draft | ๐ Editing (amber) | Editable/deletable. New activities always saved as Draft |
| Locked | ๐ 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) Range | Emoji | Label |
|---|---|---|
| < 20% | ๐ฅถ | Cold |
| 20โ39% | ๐ฅ | Warming |
| 40โ59% | โ๏ธ | Hot |
| 60โ79% | ๐ฏ | Closing |
| โฅ 80% | ๐ | Won! |
95% Credible Interval
| Display Item | Meaning |
|---|---|
| 95% CI Range | P(Win) 95% credible interval lowerโupper bounds |
| Evidence Maturity | Prediction confidence level based on data volume |
| Standard Deviation ฯ | Estimation variability |
| Evidence Volume n | ฮฑ + ฮฒ total |
| Margin of Error ยฑ | P(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 ๐ Recent trend positive
- Momentum < P(Win) โ ๐ 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:
| Condition | Insight Example |
|---|---|
| Low evidence | "โ Low evidence: CI is ยฑX%p wide" |
| P(Win) < 40% | "Warming up! Focus on positive signals" |
| P(Win) 40โ60% | "Past halfway!" |
| P(Win) 60โ80% | "Almost there. Shift to contract negotiation" |
| P(Win) โฅ 80% | "๐ Closing stage! Prepare the contract" |
Activity Tab โ Full Activity Feed
A unified feed of all project activities across your projects.
Feed Card
| Item | Description |
|---|---|
| Project Name | Project the activity belongs to (๐/๐ status) |
| Date | MM/DD HH:MM |
| Type Icon | Activity type emoji |
| Summary | Activity title |
| Stage | Brand-colored |
| Author | Name + "Me" badge (my activities) |
| โค๏ธ/๐ฌ | Like/comment counts |
Sort Rules
- Activities I'm involved in appear first: Activities I authored, commented on, or liked.
- Then by happened_at (activity date) in reverse chronological order.
- Maximum 50 items displayed.
Alerts Tab โ Notifications
Notifications are generated when others leave likes, comments, or replies on your activities.
Notification Card
| Item | Description |
|---|---|
| Read indicator | ๐ต blue dot (unread) or gray dot (read) |
| Actor | User avatar + name |
| Action | ๐ฌ "commented" / โฉ "replied" / โค๏ธ "liked" |
| Preview | First 60 chars of comment or activity summary |
| Time | MM/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 ๐ icon with switch for light/dark mode
- Setting saved in localStorage.
Language
7 languages supported with flag icons:
| Code | Language | Flag |
|---|---|---|
| en | English | ๐บ๐ธ |
| ko | ํ๊ตญ์ด | ๐ฐ๐ท |
| vi | Tiแบฟng Viแปt | ๐ป๐ณ |
| zh | ไธญๆ | ๐จ๐ณ |
| ja | ๆฅๆฌ่ช | ๐ฏ๐ต |
| es | Espaรฑol | ๐ช๐ธ |
| id | Bahasa Indonesia | ๐ฎ๐ฉ |
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
- Access
https://[domain]/min mobile browser - iOS: Safari โ Share โ "Add to Home Screen"
- Android: Chrome โ Menu โ "Add to Home Screen"
- Runs in full screen like a native app.
Technical Specs
| Item | Value |
|---|---|
| Service Worker | Offline cache support (exa-sales-v2) |
| Manifest | /manifest.json |
| Viewport | viewport-fit=cover (iOS notch support) |
| Safe Areas | iOS safe area auto-padding (top/bottom) |
| Scroll | overscroll-behavior: none (bounce effect removed) |
Web vs Mobile Comparison
| Item | Web Version | Mobile App |
|---|---|---|
| Layout | 3-panel (left/center/right) | Single screen + 5 tabs |
| Rich Text | Quill.js editor (3 tabs) | Plain text + voice input |
| Activity Edit | Editable when Draft/Unlocked | Read-only (web redirect) |
| File Attachment | Drag & drop upload | Not supported |
| Confirm & Lock | Draft โ Locked management | Not supported |
| Activity Delete | Draft activities deletable | Not supported |
| Bayesian Recalc | ๐ Manual recalculation | Not supported |
| Stage/Signal Select | Dropdown | Bottom-sheet picker |
| Voice Input | Not supported | ๐ค Web Speech API |
| Dark Mode | System-linked | Manual toggle (Settings) |
Important Notes
- Mobile app is optimized for activity "recording". Use the web version for edit/delete/lock management.
- Signal selection is the key to Bayesian analysis. Accurately select signals observed during meetings.
- Recording a terminal stage (Won/Lost) closes the project. If recorded accidentally, edit the last activity on the web version.
- Use voice input in quiet environments. Background noise reduces recognition accuracy.
- Offline support is limited. Activity recording requires internet. Service Worker caches static assets only.
- Dark mode settings are saved per device. Must be configured separately on different devices.
- Notifications are available only within the app. Push notifications are not yet supported.