1PVN Knowledge Base

The official documentation for 1PVN — the multi-chamber consultation and investment-facilitation platform. Every article is grounded in shipped code. Pick the section that matches what you are trying to do.

Customer

Using a chamber's public portal — no account needed.

  • Submit an investment opportunityFile an investment opportunity through the 1PVN public submission wizard in 3 steps and receive a tracking code to check status anytime. No login required.
  • What is 1PVN1PVN is a web platform for submitting investment opportunities, registering organizations, attending consultations, and tracking progress — no account required.
  • Register your organizationCreate an organization profile and primary contact on 1PVN to join the investment facilitation network as an investor, LGU, or development partner.
  • Track your submissionCheck the status of your investment submission using your tracking code without signing in.
  • Responding to an event invite (RSVP)How to RSVP to a consultation or event invite from 1PVN, what the confirmation email contains, and what reminders follow.
  • Checking in at an eventHow to check in at a 1PVN consultation or event by scanning your QR code or entering your attendee ID.
  • Filling out a public form or feedback formHow to open a form link shared by a chamber, fill in the fields, submit, and what the confirmation looks like.

Admin

Operating a chamber's staff workbench.

  • Running a consultationEnd-to-end guide for creating and managing consultation events: scheduling, attendees, RSVPs, agenda, invites, check-in, and capturing minutes with the AI-draft approval workflow.
  • Sending a document for e-signatureUse the Signature Builder to place signing fields on a PDF, invite signers via Documenso, and track status. When all parties sign, the document automatically locks and the assigned owner is notified.
  • Staff workbench overviewA map of the authenticated staff workbench — how to sign in to your chamber, what each area does, and how submissions flow from intake through pipeline to investment facilitation.
  • The investment pipeline lifecycleHow opportunities move through eight stages with gates, information sections, scoring, and role-based advancement. Understand the complete opportunity workflow from submission to facilitation or closure.
  • Roles and accessEvery 1PVN user has a per-tenant role that controls what they can see and do. New users start as public (pending activation); admins promote them to staff, reviewer, lead, or admin. Platform admins manage all tenants from the master console.
  • Managing project intake submissionsHow staff review public submissions, move them through status, and convert accepted ones into pipeline opportunities. Covers the public submit/track/register forms and the staff review workflow.
  • Managing organizations and contactsHow staff create and edit organizations and contacts, avoid duplicate contacts, qualify a lead into a pipeline opportunity, log engagement activity, and tag a location with the Philippines geo picker.
  • Investor-opportunity matching and B2B meetingsHow the system scores investor profiles against pipeline opportunities, how staff review and act on match suggestions, and how bilateral (B2B) meetings are scheduled and tracked from a match.
  • Investment facilitation (Phase 4)The Phase-4 facilitation surface — qualified investors, the B2B meetings log, event follow-ups, and a metrics snapshot across qualification, matchmaking, and deal flow.
  • Matching and scoring configurationHow admins configure the scoring dimensions, match modes, weights, and thresholds that power the investor-matching "Find Investors" scoring engine.
  • Consultation attendees and agendaDeep reference for managing attendees, RSVP status transitions, QR check-in, and the multi-day agenda builder for a consultation, including the public RSVP and agenda pages attendees use.
  • Minutes and the AI-draft approval workflowHow consultation notes and minutes are captured manually or extracted by AI from an uploaded recording, why every AI-generated note is a pending draft, and how a reviewer approves or rejects it before it enters the record.
  • Field Mode capture on mobileReference for the six Field Mode capture screens (investor intake, opportunity, meeting log, quick note, event check-in, business card scan), how voice and AI extraction work, which captures queue offline, and where they surface on desktop.
  • Managing documents, templates, and versionsCreate and manage concept notes, policy briefs, reports, presentations, minutes, and agreements in the Documents workbench. Covers template-driven generation, immutable version history, the status workflow, and the lock that signing applies.
  • Running campaigns and building audiencesBuild reusable audience segments, compose multi-channel campaigns, and send them under a human-review gate. Covers segment filters, campaign drafting, the recipient/send workflow, reply tracking, and contact engagement scoring.
  • Event email automation and templatesHow consultation-related emails — confirmation with iCal, 7d/1d/1h reminders, thank-you, and follow-up — are automatically scheduled and sent via Inngest and Resend, plus the visual block-based email template builder and the delivery log.
  • Forms and the form builderHow admins build custom forms with the Google Forms-style builder, publish them for public collection, and how staff review submissions. Covers field types, sections, conditional visibility, scoring, and the AI-assisted template import.
  • Configuring approval chains and workflow statesHow to define multi-step approval chains and configurable state machines, how staff act on approval requests, and what the enforced role/gate rules are versus fields that exist in the schema but are not yet acted on (SLA hours, escalation target, requiresApproval/requiresForm/autoTrigger on transitions).
  • Issue tracking and configurable issue typesHow admins configure issue types with custom fields and status sets, and how staff create, view, comment on, and transition issues through the generic issues tracker at /issues.
  • Audit log and GDPR data governanceHow every mutation is recorded to an immutable audit trail, and how admins run GDPR Article 15 (export) and Article 17 (erasure) requests against contacts and submissions.
  • Feedback, bug, and friction intakeHow bug, friction, block, and gap reports are captured, triaged, and routed into change requests, incidents, or workflow blocks — with an automated triage suggestion a lead applies manually.
  • Ops control plane and shift readinessWhat the ops-control plane tracks today — the engineering-loop dashboard, governed feature requests with tasks and lifecycle gates, and the static shift-readiness report — plus which control-plane records (feature flags, change requests, incidents, maintenance windows) exist in code but have no dedicated admin UI yet.

Developer

Extending or operating the platform.

  • System architecture overviewOne deployable Next.js 16 application, one PostgreSQL database, 23 domain modules, 18 platform services, multi-tenant by subdomain, deployed to Fly.io in the EU.

API

Integrating with endpoints and webhooks.

  • API and webhooks overviewA map of all 1PVN REST endpoints and inbound webhooks: public routes (no auth), staff-gated routes (session required), webhook handlers for Documenso, Resend, Sentry, and Telegram, plus rate limiting, multi-tenant host resolution, and health check behavior.
  • Workforce API and agent CLIThe two ways an automated agent operates a 1PVN tenant: the bearer-authenticated Workforce HTTP API (read contacts and audiences, log activities, propose contacts for human approval) and the `1pvn` agent CLI (direct-database, JSON-only CRM commands). Covers auth, the propose→approve gate, the two-token privilege split, rate limits, and environment setup.

Partner

Running the platform across chambers.

  • Master console overviewCross-tenant management dashboard for platform administrators — system health, tenant provisioning, staff allowlists, and federation oversight at app.1pvn.com.