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SAGE Documentation Bot edited this page Jan 5, 2026 · 7 revisions

Sage.ai Operations Roadmap

Document Version: 1.0 Last Updated: 2025년 12월 19일 Author: Sam Target Audience: Operations Team, Marketing Team, Management

1. Operations Overview

1.1 Mission

"사용자에게 신뢰할 수 있는 24/7 AI 투자 멘토 경험을 제공한다"

1.2 Key Responsibilities

interface OperationsScope {
  communityManagement: {
    platforms: ['Discord', 'Twitter/X', 'KakaoTalk'];
    activities: string[];
  };
  contentOperations: {
    channels: ['Blog', 'Social Media'];
    frequency: string;
  };
  userSupport: {
    responseTime: string;
    channels: string[];
  };
  liveOps: {
    events: string[];
    campaigns: string[];
  };
  analytics: {
    kpis: string[];
    reportingCadence: string;
  };
}

2. Phase 1: MVP Launch (2026 Q1)

2.1 Timeline Overview

gantt
    title MVP Launch Timeline
    dateFormat YYYY-MM-DD
    section Pre-Launch
    WhyBitcoinFallen Prep: a1, 2026-01-01, 28d
    Beta Tester Recruitment: a2, 2026-01-01, 28d
    Content Preparation: a3, 2026-01-15, 14d
    section Closed Beta
    Beta Operations: b1, 2026-01-29, 28d
    Community Activity: b2, 2026-01-29, 28d
    section Public Launch
    Launch Campaign: c1, 2026-02-26, 28d
    Initial Operations: c2, 2026-02-26, 28d
Loading

2.2 Pre-Launch (Week 1-4)

2.2.1 WhyBitcoinFallen.com Preparation

interface PreLaunchTasks {
  landing: {
    copyFinalization: boolean;
    ogImageOptimization: boolean;
    analyticsSetup: boolean;
    seedingPrep: string[];
  };
  betaTesting: {
    discordSetup: boolean;
    applicationForm: string;
    targetSize: number;
    ndaProcess: boolean;
  };
  content: {
    blogPosts: string[];
    twitterThreads: number;
    discordTemplates: boolean;
  };
}

Tasks:

  • Landing page copy finalization
  • OG image and meta tag optimization
  • Google Analytics setup
  • Reddit and Twitter seeding preparation
  • Discord server creation and channel configuration
  • Beta tester application form (Google Forms)
  • Target: 10-20 participants from crypto community
  • NDA and feedback process establishment

Content Preparation:

  • 3 blog posts pre-written:
    • "Introducing Wallet Buffett"
    • "The Secret of Zero-Hallucination AI Mentor"
    • "What is Shadow Portfolio?"
  • Twitter launch thread series (5 posts)
  • Discord announcement templates

2.3 Closed Beta (Week 5-8)

interface BetaOperations {
  onboarding: {
    participants: number;
    dailyFeedback: boolean;
    bugTracking: string;
    weeklyNPS: boolean;
  };
  community: {
    dailyQA: string;
    betaSnippets: boolean;
    interviews: number;
  };
}

Beta Operations:

  • 10-20 beta testers onboarding
  • Daily user feedback collection
  • Bug report tracking (Notion/Linear)
  • Weekly beta tester survey (NPS, satisfaction)

Community Activities:

  • Daily Q&A sessions on Discord
  • Beta snippet sharing on Twitter
  • Beta tester interviews (2-3 participants)

2.4 Public Launch (Week 9-12)

interface LaunchCampaign {
  channels: {
    productHunt: boolean;
    reddit: string[];
    twitter: boolean;
    discord: boolean;
  };
  operations: {
    onboardingMonitoring: boolean;
    hallucinationTracking: string;
    performanceMonitoring: string;
    communityActivation: boolean;
  };
  targets: {
    MAU: number;
    NPS: number;
  };
}

Launch Campaign:

  • WhyBitcoinFallen.com public release
  • Product Hunt launch
  • Reddit r/cryptocurrency post
  • Twitter launch thread
  • Discord official opening

Initial Operations:

  • Daily user onboarding monitoring
  • Hallucination rate tracking (target: <1%)
  • Response time monitoring (target: 2 seconds)
  • Discord community activation

Target: MAU 800-1,200 (주간 retention 30%+), NPS 40+

3. Phase 2: Growth (2026 Q2-Q3)

3.1 Q2: Expansion

interface ExpansionStrategy {
  global: {
    markets: ['Japan', 'China'];
    contentLocalization: {
      frequency: string;
      postsPerMonth: number;
    };
  };
  partnerships: {
    influencers: number;
    exchanges: string[];
    mediaOutlets: string[];
  };
  events: {
    monthly: string;
    rewards: string;
  };
  target: {
    MAU: number;
  };
}

Global Expansion:

  • Japanese community building (Twitter, Discord)
  • Chinese community building (Weibo, WeChat)
  • Multilingual content creation (4 blog posts per month)

Partnerships:

  • Crypto influencer collaborations (3-5 influencers)
  • Exchange partnerships (Binance, Coinbase, Upbit)
  • Media coverage (TechCrunch, CoinDesk)

Events:

  • Monthly "Investment Challenge with Wallet Buffett"
  • Top performers rewarded with Pro plan (1 year free)

Target: MAU 3,000-5,000 (오가닉 성장 검증)

3.2 Q3: Monetization

interface MonetizationStrategy {
  paidPlans: {
    launch: boolean;
    onboarding: string;
    paymentOptimization: string;
  };
  retention: {
    newsletter: string;
    pushCampaigns: string;
    churnPrevention: string;
  };
  contentMarketing: {
    youtube: boolean;
    podcasts: number;
  };
  targets: {
    MAU: number;
    paidSubscribers: number;
  };
}

Paid Plan Launch:

  • Pro/Premium plan opening
  • Onboarding email sequence (Drip Campaign)
  • Stripe payment page optimization

Retention Campaigns:

  • Weekly newsletter (market analysis + Wallet Buffett advice)
  • Push notification re-engagement campaigns
  • Churn prevention emails (inactive users)

Content Marketing:

  • YouTube channel launch (investment education)
  • Podcast guest appearances (3-5 times)

Target: MAU 8,000-12,000, Paid subscribers 80-120 (전환율 1-1.5%)

4. Phase 3: Scale (2026 Q4)

4.1 Community Scaling

interface CommunityScale {
  discord: {
    channelSegmentation: string[];
    moderators: number;
    weeklyAMA: boolean;
  };
  socialProof: {
    sharingFeature: boolean;
    leaderboard: boolean;
    campaignHashtag: string;
  };
  target: {
    MAU: number;
    discordDAU: number;
  };
}

Discord Expansion:

  • Channel segmentation (by coin, by strategy)
  • Community moderator hiring (2-3 people)
  • Weekly AMA with Wallet Buffett

Social Proof:

  • Performance sharing feature (Twitter auto-posting)
  • Leaderboard (by ROI ranking)
  • User testimonial campaign (#MyWalletBuffett)

4.2 Large-Scale Campaigns

interface ScaleCampaigns {
  tokenLaunch?: {
    tokenomics: boolean;
    governance: boolean;
    whitepaper: boolean;
  };
  globalEvents: {
    onlineConference: string;
    offlineMeetups: string[];
  };
}

ICO/Token Launch Preparation (Optional):

  • Token economics design
  • Community voting (governance)
  • Whitepaper publication

Global Events:

  • Online conference hosting ("AI & Crypto Investment Summit")
  • Offline meetups (Seoul, Tokyo, Singapore)

Target: MAU 15,000-20,000, Discord DAU 300-500 (커뮤니티 형성 확인)

5. Key Metrics (Operations KPIs)

5.1 Community Metrics

interface CommunityMetrics {
  discord: {
    members: { Q1: number; Q2: number; Q3: number; Q4: number };
    DAU: { Q1: number; Q2: number; Q3: number; Q4: number };
  };
  twitter: {
    followers: { Q1: number; Q2: number; Q3: number; Q4: number };
  };
  newsletter: {
    subscribers: { Q1: number; Q2: number; Q3: number; Q4: number };
  };
}
Metric Q1 Target Q2 Target Q3 Target Q4 Target
Discord Members 50-80 150-250 400-600 800-1,200
Discord DAU 15-25 50-80 120-180 300-500
Twitter Followers 100-200 400-700 1,000-1,500 2,000-3,000
Newsletter Subscribers 30-50 100-200 300-500 800-1,200

5.2 Content Metrics

interface ContentMetrics {
  blogPosts: { Q1: number; Q2: number; Q3: number; Q4: number };
  tweetsPerWeek: { Q1: number; Q2: number; Q3: number; Q4: number };
  youtubeVideos: { Q1: number; Q2: number; Q3: number; Q4: number };
}
Metric Q1 Q2 Q3 Q4
Blog Posts 4 8 12 16
Tweets per Week 3 5 7 10
YouTube Videos 0 2 5 10

5.3 Support Metrics

interface SupportMetrics {
  averageResponseTime: string;
  resolutionRate: string;
  customerSatisfaction: number;
}
Metric Target
Average Response Time < 2시간
Resolution Rate > 90%
Customer Satisfaction (CSAT) > 4.5/5.0

6. Community Management

6.1 Discord Operations

6.1.1 Channel Structure

interface DiscordStructure {
  announcements: string[];
  general: string[];
  market: string[];
  portfolio: string[];
  ai: string[];
  events: string[];
  support: string[];
}

Channels:

  • Announcements: #announcements, #updates
  • General: #general-chat, #introductions, #feedback
  • Market: #market-alerts, #btc-discussion, #eth-discussion, #altcoins
  • Portfolio: #portfolio-showcase, #strategy-discussion
  • AI: #wallet-buffett-qa, #ai-feedback
  • Events: #challenges, #giveaways
  • Support: #help, #faq

6.1.2 Moderation Guidelines

interface ModerationGuidelines {
  responseTime: {
    urgent: string;
    general: string;
    feedback: string;
  };
  tone: {
    style: string;
    emojiUsage: string;
    formality: string;
  };
}

Response Time:

  • Urgent inquiries (bugs, account issues): Within 1 hour
  • General inquiries: Within 2 hours
  • Feedback: Within 24 hours

Tone:

  • Friendly and professional
  • Appropriate emoji usage
  • Avoid overly formal language on Discord

6.2 Twitter/X Strategy

6.2.1 Content Mix

interface TwitterContentMix {
  marketInsights: { ratio: number; example: string };
  productUpdates: { ratio: number; example: string };
  userStories: { ratio: number; example: string };
  educational: { ratio: number; example: string };
  engagement: { ratio: number; example: string };
}

Daily Posts (3-5 tweets):

Type Ratio Example
Market Insights 40% "BTC Fear & Greed 25. Buyers in this range averaged +47% returns"
Product Updates 20% "New feature: Check Sharpe ratio in Shadow Portfolio"
User Stories 20% "User @john_doe achieved +23% returns with Wallet Buffett advice"
Educational 10% "Warren Buffett's investment principle #1: Don't invest in what you don't understand"
Engagement 10% "Are you buying or selling? Vote below!"

6.2.2 Hashtag Strategy

interface HashtagStrategy {
  branded: string[];
  industry: string[];
  conditional: string[];
}
  • #SageAI
  • #WalletBuffett
  • #CryptoInvesting
  • #AITrading
  • #Bitcoin (only on relevant posts)

7. Content Calendar

7.1 Weekly Schedule

interface WeeklyContent {
  monday: string;
  tuesday: string;
  wednesday: string;
  thursday: string;
  friday: string;
  saturday: string;
  sunday: string;
}
gantt
    title Weekly Content Schedule
    dateFormat YYYY-MM-DD
    section Monday
    Market Outlook: a1, 2026-01-06, 1d
    section Tuesday
    User Performance: a2, 2026-01-07, 1d
    section Wednesday
    Education Content: a3, 2026-01-08, 1d
    section Thursday
    Product Update: a4, 2026-01-09, 1d
    section Friday
    Week Recap: a5, 2026-01-10, 1d
    section Saturday
    Community Event: a6, 2026-01-11, 1d
    section Sunday
    Auto-posting Only: a7, 2026-01-12, 1d
Loading
Day Content
Monday Weekly market outlook (Blog + Twitter)
Tuesday User performance sharing (Discord + Twitter)
Wednesday Investment education content (Blog or YouTube)
Thursday Product updates (Discord + Twitter)
Friday Weekly recap analysis (Blog + Twitter)
Saturday Community activities (AMA, events)
Sunday Rest (auto-posting only)

8. Customer Support

8.1 Support Channels

interface SupportChannels {
  discord: { purpose: string; responseTime: string };
  email: { purpose: string; responseTime: string };
  twitter: { purpose: string; responseTime: string };
}
Channel Purpose Response Time
Discord #help General inquiries < 2 hours
Email (support@sage.ai) Official inquiries < 24 hours
Twitter DM Quick inquiries < 4 hours

8.2 Common Issues & Solutions

interface CommonIssues {
  hallucination: {
    symptom: string;
    action: string;
  };
  portfolioMismatch: {
    symptom: string;
    action: string;
  };
  authFailure: {
    symptom: string;
    action: string;
  };
}

Issue: "AI gave strange response"

  • Record as hallucination case, request Risk Agent re-validation

Issue: "Shadow Portfolio ROI doesn't match"

  • Check price data, refresh cache

Issue: "Cannot log in"

  • Check Auth.js session, verify cookie settings

9. Crisis Management

9.1 Incident Response

interface IncidentLevels {
  level1: {
    severity: 'Minor';
    example: string;
    response: string[];
  };
  level2: {
    severity: 'Moderate';
    example: string;
    response: string[];
  };
  level3: {
    severity: 'Critical';
    example: string;
    response: string[];
  };
}
flowchart TD
    A[Incident Detected] --> B{Severity Level?}
    B -->|Level 1: Minor| C[Apologize to user]
    B -->|Level 2: Moderate| D[Public announcement]
    B -->|Level 3: Critical| E[CEO/CTO escalation]
    C --> F[Internal logging]
    D --> G[ETA sharing]
    E --> H[User-wide email]
    F --> I[Improve Risk Agent]
    G --> J[Post-incident report]
    H --> K[Transparent public report]
Loading

Level 1: Minor (Single hallucination incident)

  • Apologize to user
  • Internal log recording
  • Risk Agent improvement

Level 2: Moderate (Service down < 1 hour)

  • Discord/Twitter announcement
  • Share ETA
  • Post-incident report after recovery

Level 3: Critical (Data breach, extended downtime)

  • Immediate CEO/CTO escalation
  • Full user email notification
  • Transparent post-incident report publication

10. Analytics & Reporting

10.1 Reporting Structure

interface ReportingCadence {
  weekly: {
    metrics: string[];
    format: string;
  };
  monthly: {
    metrics: string[];
    format: string;
  };
}

10.2 Weekly Report

Contents:

  • MAU/DAU trends
  • New signups count
  • Discord activity
  • Twitter growth rate
  • Key feedback summary

10.3 Monthly Report

Contents:

  • All KPI achievement rates
  • User cohort analysis
  • Churn analysis
  • Next month action items

Document End

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