botbook/src/executive-vision.md

# EXECUTIVE VISION: GENERAL BOTS PLATFORM

## **OPEN SOURCE ENTERPRISE AI PLATFORM**

General Bots 6.1 delivers enterprise-grade AI capabilities with full data sovereignty. Own your infrastructure, control your data, deploy anywhere.

---

## INVESTOR HIGHLIGHTS

| **Differentiator** | **What Sets Us Apart** |
|-------------------|------------------------|
| **LLM Orchestrator** | Single PROMPT.md per project defines bot personality across all channels and features |
| **Hybrid AI+Human** | Seamless bot-to-human handoff with AI-assisted attendants |
| **True Omnichannel** | WhatsApp, Teams, Instagram, Telegram, Web - ONE codebase, ONE personality |
| **No Vendor Lock-in** | Self-hosted, export anytime, migrate freely |
| **Industry-Standard CRM** | Built-in collections, scheduling, follow-ups, sales automation |

---

## FEATURE OVERVIEW

| **CAPABILITY** | **WHAT IT DOES** | **BUSINESS IMPACT** | **TIME TO VALUE** |
|----------------|------------------|---------------------|-------------------|
| **AI-POWERED CONVERSATIONS** | Multi-channel bot orchestration with any LLM (OpenAI, Anthropic, Groq, local models) | Significant reduction in customer service costs | < 1 hour |
| **LLM-ASSISTED ATTENDANTS** | Real-time tips, smart replies, message polish, sentiment analysis for human agents | 50% faster response times | Immediate |
| **TRANSFER TO HUMAN** | Seamless bot-to-human handoff with full context | Hybrid support workflows | 5 minutes |
| **WHATSAPP ATTENDANT** | Human agents respond via WhatsApp with /commands | Mobile workforce support | Immediate |
| **KNOWLEDGE BASES** | Vector-indexed document collections with semantic search (Qdrant/FAISS) | Faster information retrieval | 15 minutes |
| **EMAIL AUTOMATION** | Full IMAP/SMTP integration with intelligent routing | Automated inbox management | 5 minutes |
| **LLM-ASSISTED BASIC** | Plain English programming with LLM code generation | No programming skills needed | Immediate |
| **DRIVE INTEGRATION** | S3-compatible storage with automatic document processing | Scalable storage | 2 minutes |
| **ENTERPRISE SECURITY** | Argon2 hashing, JWT tokens, TLS everywhere | Bank-grade security out of the box | Built-in |
| **INSTANT THEMING** | CSS-based UI customization | Brand consistency | < 30 seconds |
| **COMPLIANCE READY** | Built-in attendance, audit logs, GDPR/LGPD/HIPAA support | Regulatory compliance | Pre-configured |
| **NVIDIA GPU SUPPORT** | CUDA acceleration for LLM operations | Faster AI responses | When available |
| **OMNICHANNEL** | WhatsApp, Teams, Instagram, Telegram, Slack, Web - ONE codebase | Unified customer engagement | Single deploy |
| **CALENDAR MANAGEMENT** | Full scheduling, meeting coordination, availability tracking | Efficient scheduling | 3 minutes |
| **TASK AUTOMATION** | Cron-based scheduling, workflow orchestration | 24/7 automation | 5 minutes |
| **WHITEBOARD COLLABORATION** | Real-time collaborative drawing and diagramming | Visual team collaboration | Instant |
| **VIDEO CONFERENCING** | LiveKit WebRTC integration for meetings | High-quality meetings | 10 minutes |
| **ANALYTICS DASHBOARD** | Real-time metrics, usage patterns, performance monitoring | Data-driven decisions | Built-in |
| **AUTOMATED REPORTS** | Scheduled reports, custom metrics, export to PDF/Excel | Executive visibility | 2 minutes |
| **BACKUP & RESTORE** | Automated backups, point-in-time recovery, export as ZIP | Data protection | Automatic |
| **MONITORING & ALERTS** | System health, performance metrics, custom alerts | High availability | Pre-configured |
| **DOCUMENT PROCESSING** | OCR, PDF extraction, Excel parsing, image analysis | Document automation | Automatic |
| **MIGRATION TOOLS** | Import from Office 365, Google Workspace, Slack | Seamless transition | < 1 day |
| **API GATEWAY** | REST, GraphQL, Webhooks, WebSocket support | Integration ready | Ready |
| **USER DIRECTORY** | LDAP/AD replacement, SSO, group management | Central authentication | 15 minutes |
| **VOICE PROCESSING** | Speech-to-text, text-to-speech, voice commands | Voice interfaces | 5 minutes |
| **CRM AUTOMATIONS** | Follow-ups, collections, scheduling, sales pipelines | Revenue operations | 10 minutes |

---

## LLM-ASSISTED ATTENDANT FEATURES

When conversations transfer from bot to human, the LLM continues working as a copilot:

| **Feature** | **Description** | **Investor Appeal** |
|-------------|-----------------|---------------------|
| **Real-time Tips** | AI analyzes customer message and provides actionable tips | "AI copilot for support" |
| **Message Polish** | One-click grammar and tone improvement | Reduces training costs |
| **Smart Replies** | 3 contextual reply suggestions | 50% faster responses |
| **Auto Summary** | Instant conversation summary on handoff | Faster transfers |
| **Sentiment Analysis** | Real-time emotional state + escalation warnings | Prevent churn |

**WhatsApp Commands for Attendants:**
```
/queue    - View waiting customers
/take     - Take next conversation
/tips     - Get AI tips
/polish   - Improve message
/replies  - Get suggestions
/summary  - Conversation summary
/resolve  - Mark complete
```

## DEPLOYMENT OPTIONS

### **Option 1: Pragmatismo Managed Hosting**
- Fully managed infrastructure
- Access via: YourCompany.pragmatismo.com.br
- Professional support included
- Complete data ownership

### **Option 2: Self-Hosted**
- Deploy on your own infrastructure
- Full control over hardware and configuration
- Access via your own domain
- No external dependencies

### **Option 3: Hybrid Deployment**
- Run locally with cloud backup
- Export everything as ZIP anytime
- Move between hosting options freely
- No vendor lock-in

---

## COMPETITIVE ADVANTAGE

| **vs Competitors** | **General Bots Advantage** |
|--------------------|---------------------------|
| **Zendesk/Intercom** | Self-hosted, AI-first, no per-seat pricing |
| **Dialogflow** | Native WhatsApp, human handoff, CRM built-in |
| **Botpress** | LLM orchestration, multi-channel, enterprise features |
| **n8n/Zapier** | Conversational AI, not just workflows |
| **Custom Development** | 90% faster deployment, proven architecture |

## TECHNICAL ARCHITECTURE

| **COMPONENT** | **TECHNOLOGY** | **PERFORMANCE** |
|---------------|----------------|-----------------|
| **Core Runtime** | Rust + Tokio | Millions of concurrent connections |
| **Database** | PostgreSQL + Diesel | Sub-millisecond queries |
| **Vector Search** | Qdrant/FAISS | 100M+ documents indexed |
| **Caching** | Redis + Semantic Cache | 95% cache hit ratio |
| **Message Queue** | Built-in async channels | Zero latency routing |
| **File Processing** | Parallel PDF/DOC/Excel extraction + OCR | 1000 docs/minute |
| **Security Layer** | TLS 1.3 + Argon2 + JWT | Enterprise-grade security |
| **Video Infrastructure** | LiveKit WebRTC | 4K video, 50ms latency |
| **Time-Series Metrics** | InfluxDB 3 | 2.5M+ points/sec ingestion |
| **Backup System** | Incremental snapshots | RPO < 1 hour |
| **API Gateway** | Axum + Tower middleware | 100K requests/second |
| **Task Scheduler** | Cron + async workers | Millisecond precision |

## FEATURE TIERS

### Core Edition (Default)
- UI Server
- Console Interface
- Chat functionality
- Automation engine
- Task management
- Drive integration
- LLM support
- Redis caching
- Directory services

### Standard Edition
- All Core features plus:
- Email integration (IMAP/SMTP)
- Calendar management
- Video meetings (LiveKit)
- Enhanced automation

### Enterprise Edition
- All Standard features plus:
- Compliance monitoring (LGPD/GDPR/HIPAA)
- Attendance tracking with LLM assist
- Vector database (Qdrant)
- NVIDIA GPU acceleration
- Advanced monitoring
- gRPC support
- Multi-channel messaging (WhatsApp, Teams, Instagram)
- Human handoff with AI copilot
- CRM automations (collections, scheduling, sales)

---

## QUICK START

```csv
# config.csv - Enable all features
name,value
crm-enabled,true
attendant-llm-tips,true
attendant-polish-message,true
attendant-smart-replies,true
attendant-auto-summary,true
attendant-sentiment-analysis,true
```

```csv
# attendant.csv - Configure your team
id,name,channel,preferences,department,aliases
att-001,John Smith,all,sales,commercial,john;johnny
att-002,Maria Santos,whatsapp,support,customer-service,maria
```

**Result:** Full hybrid AI+Human support system in minutes.

### Full Edition
- All features enabled
- Complete platform capabilities

## COMPLIANCE & PRIVACY

General Bots includes built-in compliance templates:

### Privacy Rights Center (privacy.gbai)
- **Data Access Requests** - LGPD Art. 18 / GDPR Art. 15
- **Data Rectification** - LGPD Art. 18 III / GDPR Art. 16
- **Data Erasure** - LGPD Art. 18 VI / GDPR Art. 17 (Right to be Forgotten)
- **Data Portability** - LGPD Art. 18 V / GDPR Art. 20
- **Consent Management** - LGPD Art. 8 / GDPR Art. 7
- **Processing Objection** - LGPD Art. 18 IV / GDPR Art. 21

### Supported Frameworks
- **LGPD** (Lei Geral de Proteção de Dados - Brazil)
- **GDPR** (General Data Protection Regulation - EU)
- **HIPAA** (Health Insurance Portability and Accountability Act)
- **CCPA** (California Consumer Privacy Act)
- **SOC 2** (Service Organization Control)
- **ISO 27001** (Information Security Management)

## QUICK START

```bash
# Install BotServer
cargo install botserver

# Initialize your deployment
botserver --init my-company

# Start the server
botserver --start
```

## PLATFORM COMPARISON

| **Aspect** | **Traditional SaaS** | **General Bots** |
|------------|---------------------|------------------|
| Licensing | Per-user monthly fees | Open source (AGPL) |
| Data Location | Vendor cloud | Your choice |
| Customization | Limited | Unlimited |
| AI Models | Fixed provider | Any provider |
| Source Code | Closed | Open |
| Vendor Lock-in | High | None |
| Data Portability | Often difficult | Full export anytime |

## INTEGRATION CAPABILITIES

### LLM Providers
- OpenAI (GPT-5, o3)
- Anthropic (Claude Sonnet 4.5, Opus 4.5)
- Meta (Llama)
- DeepSeek
- Local models via Ollama
- Any OpenAI-compatible API

### Communication Channels
- WhatsApp Business
- Microsoft Teams
- Telegram
- Slack
- Instagram
- Web chat
- SMS

### Storage Backends
- AWS S3
- MinIO
- Any S3-compatible storage
- Local filesystem

### Directory Services
- Built-in user management
- LDAP integration
- Active Directory
- OAuth/OIDC SSO

## ABOUT PRAGMATISMO

Pragmatismo develops General Bots as an open-source platform for enterprise AI and automation. Our focus is on delivering practical, production-ready solutions that organizations can deploy and customize to meet their specific needs.

**Repository:** [github.com/GeneralBots/BotServer](https://github.com/GeneralBots/BotServer)

**License:** AGPL-3.0

---

## QUICK START

Ready to see it in action? Skip to the hands-on guide:

**[⚡ Quick Start: Run Your First Bot in 5 Minutes →](./chapter-01/quick-start.md)**

Or continue reading for the full journey:

| Path | Time | Best For |
|------|------|----------|
| [Quick Start](./chapter-01/quick-start.md) | 5 min | Developers who want to dive in immediately |
| [Introduction](./introduction.md) | 10 min | Understanding the "No Forms" philosophy |
| [Chapter 01](./chapter-01/README.md) | 15 min | Complete installation and first conversation |

---

## NEXT STEPS

<div class="wa-chat">
  <div class="wa-message user">
    <div class="wa-bubble">
      <p>I want to try General Bots now</p>
      <div class="wa-time">09:00</div>
    </div>
  </div>
  <div class="wa-message bot">
    <div class="wa-bubble">
      <p>Great! Just run:</p>
      <p><code>./botserver</code></p>
      <p>Then open http://localhost:8080</p>
      <p>That's it! 🚀</p>
      <div class="wa-time">09:00</div>
    </div>
  </div>
</div>

[Chapter 01: Run and Talk →](./chapter-01/README.md)