2025-12-03 19:56:35 -03:00
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# Chapter 01: Run and Talk
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Refactor: CRM automations, monitoring homepage, webhook examples, docs standards
- Environment Variables: Simplified to ONLY VAULT_* vars, everything else in config.csv
- Attendant Module: Added CRM automations (follow-ups, collections/cobranças, scheduling/agendamentos, sales/vendas)
- NEW: Hosting, DNS, MDA integration docs (Namecheap, Stalwart, LLM providers)
- Monitoring: Updated as live operations homepage with real data endpoints
- Examples: Renamed to 'Webhook Integrations and Jobs', removed loop-based examples 1 & 5, added lead nurturing, payment collection, appointment scheduling
- Documentation Standards: WhatsApp HTML style as canonical conversation format, SVG for interfaces
- Reading Flow: Improved Executive Vision → Quick Start → Chapter 01 transitions with navigation tables
2025-12-03 21:59:49 -03:00
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> **⚡ In a hurry?** Jump straight to [Quick Start](./quick-start.md) — you'll be chatting with your bot in 5 minutes.
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2025-12-03 19:56:35 -03:00
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Refactor: CRM automations, monitoring homepage, webhook examples, docs standards
- Environment Variables: Simplified to ONLY VAULT_* vars, everything else in config.csv
- Attendant Module: Added CRM automations (follow-ups, collections/cobranças, scheduling/agendamentos, sales/vendas)
- NEW: Hosting, DNS, MDA integration docs (Namecheap, Stalwart, LLM providers)
- Monitoring: Updated as live operations homepage with real data endpoints
- Examples: Renamed to 'Webhook Integrations and Jobs', removed loop-based examples 1 & 5, added lead nurturing, payment collection, appointment scheduling
- Documentation Standards: WhatsApp HTML style as canonical conversation format, SVG for interfaces
- Reading Flow: Improved Executive Vision → Quick Start → Chapter 01 transitions with navigation tables
2025-12-03 21:59:49 -03:00
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Get General Bots running and have your first conversation.
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2025-12-03 19:56:35 -03:00
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Refactor: CRM automations, monitoring homepage, webhook examples, docs standards
- Environment Variables: Simplified to ONLY VAULT_* vars, everything else in config.csv
- Attendant Module: Added CRM automations (follow-ups, collections/cobranças, scheduling/agendamentos, sales/vendas)
- NEW: Hosting, DNS, MDA integration docs (Namecheap, Stalwart, LLM providers)
- Monitoring: Updated as live operations homepage with real data endpoints
- Examples: Renamed to 'Webhook Integrations and Jobs', removed loop-based examples 1 & 5, added lead nurturing, payment collection, appointment scheduling
- Documentation Standards: WhatsApp HTML style as canonical conversation format, SVG for interfaces
- Reading Flow: Improved Executive Vision → Quick Start → Chapter 01 transitions with navigation tables
2025-12-03 21:59:49 -03:00
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---
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## What You'll Achieve
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By the end of this chapter, you will:
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- ✅ Have General Bots running on your machine
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- ✅ Understand what happens during bootstrap
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- ✅ Complete your first conversation with a bot
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- ✅ Know how sessions and channels work
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---
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## Choose Your Path
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| If You Want To... | Go To |
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|-------------------|-------|
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| Get running immediately | [Quick Start](./quick-start.md) |
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| Understand the architecture first | [Overview](./overview.md) |
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| See all installation options | [Installation](./installation.md) |
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| Learn about conversations | [First Conversation](./first-conversation.md) |
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| Understand session management | [Sessions and Channels](./sessions.md) |
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2025-12-03 19:56:35 -03:00
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Refactor: CRM automations, monitoring homepage, webhook examples, docs standards
- Environment Variables: Simplified to ONLY VAULT_* vars, everything else in config.csv
- Attendant Module: Added CRM automations (follow-ups, collections/cobranças, scheduling/agendamentos, sales/vendas)
- NEW: Hosting, DNS, MDA integration docs (Namecheap, Stalwart, LLM providers)
- Monitoring: Updated as live operations homepage with real data endpoints
- Examples: Renamed to 'Webhook Integrations and Jobs', removed loop-based examples 1 & 5, added lead nurturing, payment collection, appointment scheduling
- Documentation Standards: WhatsApp HTML style as canonical conversation format, SVG for interfaces
- Reading Flow: Improved Executive Vision → Quick Start → Chapter 01 transitions with navigation tables
2025-12-03 21:59:49 -03:00
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---
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## The 30-Second Version
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2025-12-03 19:56:35 -03:00
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```bash
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./botserver
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```
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Refactor: CRM automations, monitoring homepage, webhook examples, docs standards
- Environment Variables: Simplified to ONLY VAULT_* vars, everything else in config.csv
- Attendant Module: Added CRM automations (follow-ups, collections/cobranças, scheduling/agendamentos, sales/vendas)
- NEW: Hosting, DNS, MDA integration docs (Namecheap, Stalwart, LLM providers)
- Monitoring: Updated as live operations homepage with real data endpoints
- Examples: Renamed to 'Webhook Integrations and Jobs', removed loop-based examples 1 & 5, added lead nurturing, payment collection, appointment scheduling
- Documentation Standards: WhatsApp HTML style as canonical conversation format, SVG for interfaces
- Reading Flow: Improved Executive Vision → Quick Start → Chapter 01 transitions with navigation tables
2025-12-03 21:59:49 -03:00
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Open `http://localhost:8080`. Start chatting. That's it.
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Everything installs automatically on first run—PostgreSQL, storage, cache, and your first bot.
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---
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## How It Works
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<div class="wa-chat">
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<div class="wa-message user">
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<div class="wa-bubble">
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<p>How do I get started with General Bots?</p>
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<div class="wa-time">09:00</div>
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</div>
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</div>
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<div class="wa-message bot">
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<div class="wa-bubble">
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<p>Just three steps:</p>
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<p>1️⃣ Download <code>botserver</code></p>
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<p>2️⃣ Run <code>./botserver</code></p>
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<p>3️⃣ Open your browser to localhost:8080</p>
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<p>The bootstrap process handles everything else automatically!</p>
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<div class="wa-time">09:00</div>
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</div>
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</div>
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<div class="wa-message user">
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<div class="wa-bubble">
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<p>What gets installed?</p>
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<div class="wa-time">09:01</div>
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</div>
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</div>
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<div class="wa-message bot">
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<div class="wa-bubble">
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<p>📦 PostgreSQL (database)</p>
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<p>📦 MinIO (file storage)</p>
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<p>📦 Cache (Redis-compatible)</p>
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<p>📦 Default bot templates</p>
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<p>All in <code>botserver-stack/</code> — no system-wide installation!</p>
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<div class="wa-time">09:01</div>
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</div>
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</div>
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</div>
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---
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## Topics in This Chapter
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### [Overview](./overview.md)
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What General Bots does and how it fits together.
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### [Quick Start](./quick-start.md)
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The fastest path from zero to running bot.
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### [Installation](./installation.md)
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Detailed setup options including LXC containers and production deployment.
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### [First Conversation](./first-conversation.md)
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Understanding how the bot responds and learns.
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### [Sessions and Channels](./sessions.md)
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How conversations are managed across WhatsApp, Web, Telegram, and more.
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---
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## Coming From Executive Vision?
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If you just read the [Executive Vision](../executive-vision.md), here's what to know:
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1. **Everything in that feature table?** It's all included in the single `botserver` binary
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2. **No configuration needed** — Bootstrap detects your system and sets everything up
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3. **Start simple** — Run it, chat with it, then customize
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2025-12-03 19:56:35 -03:00
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Refactor: CRM automations, monitoring homepage, webhook examples, docs standards
- Environment Variables: Simplified to ONLY VAULT_* vars, everything else in config.csv
- Attendant Module: Added CRM automations (follow-ups, collections/cobranças, scheduling/agendamentos, sales/vendas)
- NEW: Hosting, DNS, MDA integration docs (Namecheap, Stalwart, LLM providers)
- Monitoring: Updated as live operations homepage with real data endpoints
- Examples: Renamed to 'Webhook Integrations and Jobs', removed loop-based examples 1 & 5, added lead nurturing, payment collection, appointment scheduling
- Documentation Standards: WhatsApp HTML style as canonical conversation format, SVG for interfaces
- Reading Flow: Improved Executive Vision → Quick Start → Chapter 01 transitions with navigation tables
2025-12-03 21:59:49 -03:00
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The philosophy is: **get running first, understand later**.
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2025-12-03 19:56:35 -03:00
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Refactor: CRM automations, monitoring homepage, webhook examples, docs standards
- Environment Variables: Simplified to ONLY VAULT_* vars, everything else in config.csv
- Attendant Module: Added CRM automations (follow-ups, collections/cobranças, scheduling/agendamentos, sales/vendas)
- NEW: Hosting, DNS, MDA integration docs (Namecheap, Stalwart, LLM providers)
- Monitoring: Updated as live operations homepage with real data endpoints
- Examples: Renamed to 'Webhook Integrations and Jobs', removed loop-based examples 1 & 5, added lead nurturing, payment collection, appointment scheduling
- Documentation Standards: WhatsApp HTML style as canonical conversation format, SVG for interfaces
- Reading Flow: Improved Executive Vision → Quick Start → Chapter 01 transitions with navigation tables
2025-12-03 21:59:49 -03:00
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---
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## Prerequisites
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2025-12-03 19:56:35 -03:00
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Refactor: CRM automations, monitoring homepage, webhook examples, docs standards
- Environment Variables: Simplified to ONLY VAULT_* vars, everything else in config.csv
- Attendant Module: Added CRM automations (follow-ups, collections/cobranças, scheduling/agendamentos, sales/vendas)
- NEW: Hosting, DNS, MDA integration docs (Namecheap, Stalwart, LLM providers)
- Monitoring: Updated as live operations homepage with real data endpoints
- Examples: Renamed to 'Webhook Integrations and Jobs', removed loop-based examples 1 & 5, added lead nurturing, payment collection, appointment scheduling
- Documentation Standards: WhatsApp HTML style as canonical conversation format, SVG for interfaces
- Reading Flow: Improved Executive Vision → Quick Start → Chapter 01 transitions with navigation tables
2025-12-03 21:59:49 -03:00
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- **Operating System**: Linux, macOS, or Windows (WSL2 recommended)
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- **Disk Space**: ~2GB for botserver-stack
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- **RAM**: 4GB minimum, 8GB recommended
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- **Ports**: 8080 (web), 5432 (database), 9000 (storage)
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2025-12-03 19:56:35 -03:00
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Refactor: CRM automations, monitoring homepage, webhook examples, docs standards
- Environment Variables: Simplified to ONLY VAULT_* vars, everything else in config.csv
- Attendant Module: Added CRM automations (follow-ups, collections/cobranças, scheduling/agendamentos, sales/vendas)
- NEW: Hosting, DNS, MDA integration docs (Namecheap, Stalwart, LLM providers)
- Monitoring: Updated as live operations homepage with real data endpoints
- Examples: Renamed to 'Webhook Integrations and Jobs', removed loop-based examples 1 & 5, added lead nurturing, payment collection, appointment scheduling
- Documentation Standards: WhatsApp HTML style as canonical conversation format, SVG for interfaces
- Reading Flow: Improved Executive Vision → Quick Start → Chapter 01 transitions with navigation tables
2025-12-03 21:59:49 -03:00
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No Docker required. No cloud accounts. No API keys to start.
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---
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2025-12-03 19:56:35 -03:00
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Refactor: CRM automations, monitoring homepage, webhook examples, docs standards
- Environment Variables: Simplified to ONLY VAULT_* vars, everything else in config.csv
- Attendant Module: Added CRM automations (follow-ups, collections/cobranças, scheduling/agendamentos, sales/vendas)
- NEW: Hosting, DNS, MDA integration docs (Namecheap, Stalwart, LLM providers)
- Monitoring: Updated as live operations homepage with real data endpoints
- Examples: Renamed to 'Webhook Integrations and Jobs', removed loop-based examples 1 & 5, added lead nurturing, payment collection, appointment scheduling
- Documentation Standards: WhatsApp HTML style as canonical conversation format, SVG for interfaces
- Reading Flow: Improved Executive Vision → Quick Start → Chapter 01 transitions with navigation tables
2025-12-03 21:59:49 -03:00
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## Next Step
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2025-12-03 19:56:35 -03:00
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Refactor: CRM automations, monitoring homepage, webhook examples, docs standards
- Environment Variables: Simplified to ONLY VAULT_* vars, everything else in config.csv
- Attendant Module: Added CRM automations (follow-ups, collections/cobranças, scheduling/agendamentos, sales/vendas)
- NEW: Hosting, DNS, MDA integration docs (Namecheap, Stalwart, LLM providers)
- Monitoring: Updated as live operations homepage with real data endpoints
- Examples: Renamed to 'Webhook Integrations and Jobs', removed loop-based examples 1 & 5, added lead nurturing, payment collection, appointment scheduling
- Documentation Standards: WhatsApp HTML style as canonical conversation format, SVG for interfaces
- Reading Flow: Improved Executive Vision → Quick Start → Chapter 01 transitions with navigation tables
2025-12-03 21:59:49 -03:00
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**[Quick Start →](./quick-start.md)**
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2025-12-03 19:56:35 -03:00
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---
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<div align="center">
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<img src="https://pragmatismo.com.br/icons/general-bots-text.svg" alt="General Bots" width="200">
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</div>
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