# 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-4, GPT-3.5) - Anthropic (Claude) - 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
[Chapter 01: Run and Talk →](./chapter-01/README.md)