botbook/src/executive-vision.md
Rodrigo Rodriguez (Pragmatismo) 2110995b7f 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

8.5 KiB

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.

FEATURE OVERVIEW

CAPABILITY WHAT IT DOES BUSINESS IMPACT TIME TO VALUE
AI-POWERED CONVERSATIONS Multi-channel bot orchestration with LLM integration (GPT-4, Claude, Llama, DeepSeek) Significant reduction in customer service costs < 1 hour
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

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

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
  • Vector database (Qdrant)
  • NVIDIA GPU acceleration
  • Advanced monitoring
  • gRPC support
  • Multi-channel messaging (WhatsApp, Teams, Instagram)

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-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

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 →