Utilization2: Optimize AI Home recommendations

🔍 Problem Statement

Currently, the Pelcro homepage provides business performance insights and AI-powered recommendations, but these do not fully leverage the customer activity data already available within Pelcro.

Clients can access information about customer behavior, traffic sources, page visits, and device engagement, but may not know how to interpret this data or use it to improve conversions and revenue.

Additionally, homepage recommendations should do more than promote unused Pelcro features. They should proactively identify meaningful business opportunities, explain their potential impact, and guide clients toward actionable next steps using AI Harness or relevant Pelcro functionality.

💡 User Story

As a Pelcro admin, I want to receive personalized, actionable AI-powered recommendations on my homepage based on my account activity, customer behavior, business performance, and feature utilization, so that I can identify revenue opportunities, understand customer engagement, and discover relevant Pelcro features without having to analyze the data manually.

🎯 Definition of Done (DoD)

1. Homepage Recommendation Prioritization

Given an account has urgent financial issues, such as significant revenue decline or past-due MRR, prioritize these insights over promotional recommendations.
Given no urgent financial issues exist, prioritize relevant feature adoption opportunities and actionable customer activity insights based on their potential business impact.
Given customer activity data indicates opportunities to improve conversions or revenue, prioritize those insights over lower-impact feature promotions.
Given additional recommendations are available, display them below the top recommendations.
Given a recommendation becomes irrelevant or its suggested action is completed, remove it and replace it with the next eligible recommendation.
Avoid displaying multiple recommendations that communicate the same issue or opportunity.

Recommended Sorting of Homepage Cards

Priority	Card	Where to Display	Reason
1	Identify High-Traffic, Low-Conversion Pages	Top row	Highlights opportunities to turn existing traffic into more subscriptions and revenue
2	Enable Apple Pay / Google Pay	Top row	Direct checkout improvement when supported but not enabled
3	Create Your Revenue Growth Plan	Top row	Drives AI Agent engagement and promotes AI Billing
4	Identify Your Top Referral Sources	Second row, dynamically	Helps clients understand which acquisition channels drive valuable traffic and conversions
5	Discover Your Top-Converting Pages	Second row	Helps clients identify which pages generate the most subscriptions and revenue
6	Analyze Device Engagement	Second row, dynamically	Identifies device engagement patterns and potential conversion improvements
7	Enable One-Tap Google Login	Lower priority	Promotes an available feature that simplifies customer sign-in
8	Enable AI Customer Support Voice	Lower priority	Promotes an unused AI feature and improves support capabilities
—	Existing Performance Insights	Below feature cards, except urgent issues