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