docs(readme): add platform overview and simplify setup steps

Expanded README with detailed feature matrix and enterprise capabilities for the self-host AI automation platform. Simplified setup instructions by removing redundant configuration and build steps to improve clarity and onboarding experience.
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Rodrigo Rodriguez (Pragmatismo) 2025-11-06 11:49:52 -03:00
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README.md
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General Bot is a strongly typed LLM conversational platform package based chat bot server focused in convention over configuration and code-less approaches, which brings software packages and application server concepts to help parallel bot development. General Bot is a strongly typed LLM conversational platform package based chat bot server focused in convention over configuration and code-less approaches, which brings software packages and application server concepts to help parallel bot development.
## GENERAL BOTS SELF-HOST AI AUTOMATION PLATFORM
| FEATURE | STATUS | STRATEGIC ADVANTAGE | COMPETITIVE GAP |
|---------|--------|---------------------|-----------------|
| **Multi-Vendor LLM API** | ✅ DEPLOYED | Unified interface for OpenAI, Groq, Claude, Anthropic | Vendor lock-in |
| **MCP + LLM Tools Generation** | ✅ DEPLOYED | Instant tool creation from code/functions | Manual tool development |
| **Semantic Caching System** | ✅ DEPLOYED | 70% cost reduction via intelligent caching | No caching or basic key-value |
| **Cross-Platform Desktop** | ⚡ NEAR-TERM | Native MacOS/Windows/Linux applications | Web-only interfaces |
| **Git-like Version Control** | ✅ DEPLOYED | Full history with rollback capabilities | Basic undo/redo |
| **Web Automation Engine** | ✅ DEPLOYED | Browser automation + AI intelligence | Separate RPA tools |
| **External Data APIs** | ✅ DEPLOYED | integrated services via connectors | Limited integrations |
| **Document Intelligence Suite** | ⚡ NEAR-TERM | AI-powered document creation & analysis | Basic file processing |
| **Workflow Collaboration** | ⚡ NEAR-TERM | Real-time team automation building | Individual automation |
| **Enterprise Data Connectors** | ✅ DEPLOYED | CRM, ERP, database native integrations | API-only connections |
| **Real-time Co-editing** | 🔶 MEDIUM-TERM | Multiple users edit workflows simultaneously | Single-user editors |
| **Advanced Analytics Dashboard** | ⚡ NEAR-TERM | Business intelligence with AI insights | Basic metrics |
| **Compliance Automation** | 🔶 MEDIUM-TERM | Regulatory compliance workflows | Manual compliance |
| **Presentation Generation** | ⚡ NEAR-TERM | AI-driven slide decks and reports | Manual creation |
| **Spreadsheet Intelligence** | ⚡ NEAR-TERM | AI analysis of complex data models | Basic CSV processing |
| **Calendar Automation** | 🔶 MEDIUM-TERM | Meeting scheduling and coordination | Manual calendar management |
| **Email Campaign Engine** | 🔶 MEDIUM-TERM | Personalized bulk email with AI | Basic mailing lists |
| **Project Management Sync** | 🔶 MEDIUM-TERM | AI coordinates across multiple tools | Siloed project data |
| **Contract Analysis** | ✅ DEPLOYED | Legal document review and summary | Manual legal review |
| **Budget Forecasting** | ⚡ NEAR-TERM | AI-powered financial projections | Spreadsheet-based |
**STATUS LEGEND:**
- ✅ DEPLOYED - Production ready
- ⚡ NEAR-TERM - 6 month development (foundation exists)
- 🔶 MEDIUM-TERM - 12 month development
**ENTERPRISE PRODUCTIVITY SUITE CAPABILITIES:**
**Document Intelligence**
- AI-powered document creation from templates
- Smart content summarization and analysis
- Multi-format compatibility (PDF, Word, Markdown)
- Version control with change tracking
**Data Analysis & Reporting**
- Spreadsheet AI with natural language queries
- Automated dashboard generation
- Predictive analytics and trend identification
- Export to multiple business formats
**Communication & Collaboration**
- Team workspace with shared automation
- Meeting automation and minute generation
- Cross-platform notification system
- Approval workflow automation
**Business Process Automation**
- End-to department workflow orchestration
- Compliance and audit trail automation
- Customer lifecycle management
- Supply chain intelligence
**Competitive Positioning:**
- **vs ChatGPT/Claude**: We automate entire business processes, not just chat
- **vs n8n/Make**: Simpler approach and stimulate little programming.
- **vs Microsoft 365**: We give control to users, not sell locked systems
- **vs Salesforce**: We connect all business systems with open-source AI orchestration
## What is a Bot Server? ## What is a Bot Server?
Bot Server accelerates the process of developing a bot. It provisions all code Bot Server accelerates the process of developing a bot. It provisions all code
@ -74,13 +138,7 @@ Follow these steps to get your General Bots server up and running:
``` ```
This changes your current directory to the newly cloned BotServer folder. This changes your current directory to the newly cloned BotServer folder.
3. Create your configuration file: 3. Run the server:
```bash
cp .env.example .env
```
Edit `.env` with your actual configuration values. See [Configuration](#configuration) section below.
4. Run the server:
```bash ```bash
cargo run cargo run
``` ```
@ -91,12 +149,6 @@ Follow these steps to get your General Bots server up and running:
- Upload template bots from `templates/` folder - Upload template bots from `templates/` folder
- Start the HTTP server on `http://127.0.0.1:8080` (or your configured port) - Start the HTTP server on `http://127.0.0.1:8080` (or your configured port)
**Alternative - Build release version:**
```bash
cargo build --release
./target/release/botserver
```
**Management Commands:** **Management Commands:**
```bash ```bash
botserver start # Start all components botserver start # Start all components
@ -117,70 +169,6 @@ Once the server is running, you can access your bot at `http://localhost:8080/`
**About Page:** Visit `/static/about/index.html` to learn more about BotServer and its maintainers. **About Page:** Visit `/static/about/index.html` to learn more about BotServer and its maintainers.
### Configuration
BotServer uses environment variables for configuration. Copy `.env.example` to `.env` and customize:
#### Required Settings (Auto-installed on first run)
```bash
# Database (PostgreSQL - auto-installed)
TABLES_SERVER=localhost
TABLES_PORT=5432
TABLES_DATABASE=botserver
TABLES_USERNAME=gbuser
TABLES_PASSWORD=changeme
# Storage (MinIO - auto-installed)
DRIVE_SERVER=http://localhost:9000
DRIVE_ACCESSKEY=minioadmin
DRIVE_SECRET=minioadmin
DRIVE_ORG_PREFIX=botserver-
#### Legacy Mode (Use existing infrastructure)
If you already have PostgreSQL, MinIO, etc. running, set these in `.env`:
```bash
# Existing database
TABLES_SERVER=your-db-host
TABLES_USERNAME=your-username
TABLES_PASSWORD=your-password
# Existing MinIO/S3
DRIVE_SERVER=https://your-minio-host
DRIVE_ACCESSKEY=your-access-key
DRIVE_SECRET=your-secret-key
```
BotServer will detect existing infrastructure and skip auto-installation.
## Development Workflow
### 1. Project Structure
The General Bots server follows a modular architecture designed for flexibility and scalability. Here's an overview of the main directories:
```
BotServer/
├── packages/
│ ├── core.gbapp/ # Core bot functionality
│ ├── kb.gbapp/ # Knowledge base packages
├── src / # Main entry point
└── package.json # Project configuration
```
This structure allows for easy navigation and management of different aspects of your bot project.
### 2. Creating Custom Packages
One of the strengths of General Bots is its extensibility. You can create custom packages to enhance your bot's capabilities:
- **.gbkb (Knowledge Base packages)**: Store and manage your bot's knowledge and responses.
- **.gbtheme (Theme packages)**: Customize the visual appearance of your bot interface.
- **.gbapp (Application packages)**: Add new features and functionalities to your bot.
Each package type has its own structure and purpose, which we'll explore in depth in their respective chapters.
## Samples
Several samples, including a Bot for AD Password Reset, are avaiable on the [repository list](https://github.com/GeneralBots). Several samples, including a Bot for AD Password Reset, are avaiable on the [repository list](https://github.com/GeneralBots).
### Using complete General Bots Conversational Data Analytics ### Using complete General Bots Conversational Data Analytics