botbook/src/executive-vision.md

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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

# 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
# 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

# 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

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 →

Or continue reading for the full journey:

Path Time Best For
Quick Start 5 min Developers who want to dive in immediately
Introduction 10 min Understanding the "No Forms" philosophy
Chapter 01 15 min Complete installation and first conversation

NEXT STEPS

I want to try General Bots now

09:00

Great! Just run:

./botserver

Then open http://localhost:8080

That's it! 🚀

09:00

Chapter 01: Run and Talk →