- New templates.
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CODE_IMPLEMENTATION_ROADMAP.md
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# Code Implementation Roadmap - Closing the Documentation/Code Gap
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## Executive Summary
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**The Problem**: Documentation describes 14 UI applications in the General Bots Suite, but only 6 have fully implemented backends. The other 5 have complete HTML/CSS/JavaScript frontends that are waiting for Rust backend handlers.
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**The Solution**: Use HTMX + Rust to implement minimal backend handlers that render HTML. No additional JavaScript frameworks needed.
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**Timeline**: 2-3 weeks to complete all missing implementations
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---
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## Current State Analysis
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### What Exists (✅ Complete)
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| Component | Status | Where | Notes |
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|-----------|--------|-------|-------|
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| **Chat** | ✅ Complete | `/api/sessions`, `/ws` | Real-time messaging, context management |
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| **Drive** | ✅ Complete | `/api/drive/*` | S3-based file storage, upload/download |
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| **Tasks** | ✅ Complete | `/api/tasks/*` | Task CRUD, assignment, status tracking |
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| **Mail** | ✅ Complete | `/api/email/*` | IMAP/SMTP integration, folders, drafts |
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| **Calendar** | ✅ Complete | CalDAV, `/api/calendar/*` | Event management, CalDAV protocol |
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| **Meet** | ✅ Complete | `/api/meet/*`, `/ws/meet` | LiveKit integration, video calls |
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| **Monitoring** | ✅ Complete | `/api/admin/stats` | System metrics, performance data |
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| **BASIC Compiler** | ✅ Complete | `/src/basic/compiler/` | Dialog validation, script parsing |
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| **Vector DB** | ✅ Complete | Qdrant integration | Knowledge base embeddings, search |
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| **LLM Integration** | ✅ Complete | `/src/llm/mod.rs` | Multiple model support, routing |
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| **HTMX App** | ✅ Complete | `htmx-app.js` | All HTMX infrastructure ready |
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### What's Missing (❌ No Backend)
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| App | Frontend | Backend | Effort | Impact |
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|-----|----------|---------|--------|--------|
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| **Analytics** | ✅ Complete HTML/CSS/JS | ❌ No handlers | 4-6 hrs | High (metrics critical) |
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| **Paper** | ✅ Complete editor | ❌ No document API | 2-3 hrs | High (users want docs) |
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| **Research** | ✅ Complete UI | 🟡 Partial (JSON only) | 1-2 hrs | Medium (search exists) |
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| **Designer** | ✅ Complete builder | ❌ No dialog API | 6-8 hrs | Medium (admin feature) |
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| **Sources** | ✅ Complete grid | ❌ No template API | 2-3 hrs | Low (nice-to-have) |
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| **Player** | ❌ No HTML | ❌ No handlers | 2-3 hrs | Low (can use Drive) |
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### Database/Infrastructure Status
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| Component | Status | Ready to Use |
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|-----------|--------|--------------|
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| PostgreSQL Connection Pool | ✅ | Yes - in AppState |
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| S3 Drive Integration | ✅ | Yes - Drive module |
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| Redis Cache | ✅ | Yes - feature gated |
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| Qdrant Vector DB | ✅ | Yes - VectorDB module |
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| LLM Models | ✅ | Yes - LLM module |
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| BASIC Compiler | ✅ | Yes - can call directly |
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| Askama Templates | ✅ | Yes - multiple examples |
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| HTMX Framework | ✅ | Yes - in UI already |
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---
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## Implementation Strategy
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### Core Principle: HTMX-First Backend
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**Pattern**: Frontend sends HTMX request → Backend handler → Askama template → HTML response
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```
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User clicks button with hx-get="/api/resource"
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↓
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Browser sends GET to /api/resource
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↓
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Rust handler executes
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↓
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Handler calls Askama template with data
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↓
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Template renders HTML fragment
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↓
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HTMX replaces target element with HTML
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↓
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Done - no JSON parsing, no JavaScript needed
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```
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### Why This Approach
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✅ **Minimal Code** - Just Rust + HTML templates, no JavaScript frameworks
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✅ **Reuses Everything** - Drive, LLM, Compiler, Database already available
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✅ **Server-Side Rendering** - Better for SEO, accessibility, performance
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✅ **Existing Infrastructure** - HTMX already loaded in all pages
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✅ **Type Safe** - Rust compiler catches errors at build time
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✅ **Fast Development** - Copy patterns from existing modules
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---
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## Implementation Details by App
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### Priority 1: Analytics Dashboard (CRITICAL)
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**Timeline**: 4-6 hours
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**Complexity**: Low (pure SQL queries)
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**Impact**: High (essential metrics)
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**What to Create**:
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1. **New Module**: `botserver/src/analytics/mod.rs`
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- Handler: `async fn analytics_dashboard()`
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- Handler: `async fn analytics_sessions()`
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- Handler: `async fn analytics_bots()`
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- Handler: `async fn analytics_top_queries()`
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- Handler: `async fn analytics_errors()`
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2. **Database Queries**:
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```sql
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SELECT COUNT(*) FROM message_history WHERE created_at > NOW() - INTERVAL;
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SELECT AVG(response_time) FROM message_history;
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SELECT COUNT(*) FROM sessions WHERE active = true;
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SELECT error_count FROM system_metrics;
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```
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3. **Askama Templates**: `templates/analytics/dashboard.html`
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```html
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<div class="metrics-grid">
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<div class="metric-card">{{ messages_count }}</div>
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<div class="metric-card">{{ avg_response_time }}ms</div>
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</div>
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```
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4. **URL Routes** (add to `urls.rs`):
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```rust
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pub const ANALYTICS_DASHBOARD: &'static str = "/api/analytics/dashboard";
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pub const ANALYTICS_SESSIONS: &'static str = "/api/analytics/sessions";
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pub const ANALYTICS_BOTS: &'static str = "/api/analytics/bots";
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```
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5. **Wire in main.rs**:
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```rust
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api_router = api_router.merge(analytics::configure());
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```
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**Frontend Already Has**:
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- ✅ HTML form with time range selector
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- ✅ HTMX attributes pointing to `/api/analytics/*`
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- ✅ Charts expecting data
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- ✅ Metric cards ready for values
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---
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### Priority 2: Paper Documents (HIGH VALUE)
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**Timeline**: 2-3 hours
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**Complexity**: Low-Medium (reuse Drive module)
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**Impact**: High (users want document editor)
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**What to Create**:
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1. **New Module**: `botserver/src/documents/mod.rs`
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- Handler: `async fn create_document()`
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- Handler: `async fn list_documents()`
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- Handler: `async fn get_document()`
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- Handler: `async fn update_document()`
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- Handler: `async fn delete_document()`
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2. **Storage Pattern** (reuse Drive):
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```rust
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// Store in Drive under .gbdocs/ folder
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let bucket = format!("{}.gbai", bot_name);
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let key = format!(".gbdocs/{}/document.md", doc_id);
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drive_client.put_object(bucket, key, content).await;
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```
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3. **Document Structure**:
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```rust
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pub struct Document {
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pub id: Uuid,
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pub title: String,
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pub content: String,
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pub doc_type: DocumentType, // draft, note, template
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pub created_at: DateTime<Utc>,
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pub updated_at: DateTime<Utc>,
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pub user_id: Uuid,
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}
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```
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4. **Askama Templates**: `templates/documents/list.html`
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- Grid of document cards
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- Open/edit/delete buttons with HTMX
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5. **Wire in main.rs**:
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```rust
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api_router = api_router.merge(documents::configure());
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```
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**Frontend Already Has**:
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- ✅ Rich text editor (complete)
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- ✅ Formatting toolbar
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- ✅ AI suggestion panel
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- ✅ Document list sidebar
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- ✅ HTMX ready to send to `/api/documents`
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**Can Optionally Add** (later):
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- LLM integration for AI rewrite/summarize
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- PDF export (using existing pdf-extract dependency)
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- Version history (store multiple versions)
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---
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### Priority 3: Research - HTML Integration (QUICK WIN)
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**Timeline**: 1-2 hours
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**Complexity**: Very Low (just change response format)
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**Impact**: Medium (search already works, just needs HTML)
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**What to Change**:
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1. **Update Handler**: `botserver/src/core/kb/mod.rs`
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```rust
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// Current: returns Json<SearchResults>
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// Change to: returns Html<String> when format=html
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pub async fn search_kb(
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Query(params): Query<SearchQuery>, // add format: Option<String>
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) -> impl IntoResponse {
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if params.format == Some("html") {
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Html(template.render().unwrap())
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} else {
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Json(results).into_response()
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}
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}
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```
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2. **Create Template**: `templates/kb/search_results.html`
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```html
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<div class="result-item" hx-get="/api/kb/{id}" hx-trigger="click">
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<h3>{{ title }}</h3>
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<p>{{ snippet }}</p>
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<span class="relevance">{{ score }}</span>
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</div>
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```
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3. **Update Frontend**: Already done - just works when backend returns HTML
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**Frontend Already Has**:
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- ✅ Search input with HTMX
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- ✅ Results container waiting to be filled
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- ✅ Filters and limits
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- ✅ Stats panels
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---
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### Priority 4: Sources - Template Manager (MEDIUM)
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**Timeline**: 2-3 hours
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**Complexity**: Low-Medium (file enumeration + parsing)
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**Impact**: Low-Medium (nice-to-have feature)
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**What to Create**:
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1. **New Module**: `botserver/src/sources/mod.rs`
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- Handler: `async fn list_sources()`
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- Handler: `async fn get_source()`
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- Handler: `async fn create_from_template()`
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2. **Logic**:
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```rust
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// List templates from Drive
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let templates = drive.list_objects(".gbai/templates")?;
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// Parse metadata from template file
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let content = drive.get_object(".gbai/templates/template.bas")?;
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let metadata = parse_yaml_metadata(&content);
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```
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3. **Source Structure**:
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```rust
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pub struct Source {
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pub id: String, // filename
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pub name: String,
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pub description: String,
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pub category: String, // templates, prompts, samples
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pub content: String,
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pub tags: Vec<String>,
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pub downloads: i32,
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pub rating: f32,
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}
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```
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4. **Templates**: `templates/sources/grid.html`
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- Grid of source cards
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- Category filter tabs
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- Search capability
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5. **Wire in main.rs**
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**Frontend Already Has**:
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- ✅ Source grid layout
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- ✅ Category selector
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- ✅ Search box with HTMX
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- ✅ Source detail view
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---
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### Priority 5: Designer - Dialog Configuration (COMPLEX)
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**Timeline**: 6-8 hours
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**Complexity**: Medium-High (BASIC compiler integration)
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**Impact**: Medium (admin/developer feature)
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**What to Create**:
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1. **New Module**: `botserver/src/designer/mod.rs`
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- Handler: `async fn list_dialogs()`
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- Handler: `async fn create_dialog()`
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- Handler: `async fn update_dialog()`
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- Handler: `async fn validate_dialog()`
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- Handler: `async fn deploy_dialog()`
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2. **Validation Flow**:
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```rust
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// Use existing BASIC compiler
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use crate::basic::compiler::BASICCompiler;
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let compiler = BASICCompiler::new();
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match compiler.compile(&dialog_content) {
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Ok(_) => { /* valid */ }
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Err(errors) => { /* return errors in HTML */ }
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}
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```
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3. **Storage** (Drive):
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```rust
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// Store .bas files in Drive
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let bucket = format!("{}.gbai", bot_name);
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let key = format!(".gbdialogs/{}.bas", dialog_name);
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drive.put_object(bucket, key, content).await;
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```
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4. **Dialog Structure**:
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```rust
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pub struct Dialog {
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pub id: Uuid,
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pub bot_id: Uuid,
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pub name: String,
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pub content: String, // BASIC code
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pub status: DialogStatus, // draft, valid, deployed
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pub version: i32,
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pub created_at: DateTime<Utc>,
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pub updated_at: DateTime<Utc>,
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}
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```
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5. **Templates**:
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- `templates/designer/dialog_list.html` - List of dialogs
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- `templates/designer/dialog_editor.html` - Code editor
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- `templates/designer/validation_results.html` - Error display
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6. **Wire in main.rs**
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**Frontend Already Has**:
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- ✅ Dialog list with HTMX
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- ✅ Code editor interface
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- ✅ Deploy button
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- ✅ Validation result display
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**Notes**:
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- Can reuse existing BASIC compiler from `botserver/src/basic/compiler/`
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- Compiler already available in AppState
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- Just need to call it and render results as HTML
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---
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## Implementation Checklist
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### Week 1: Foundation (High-Value, Low-Effort)
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- [ ] **Research HTML Integration** (1-2 hrs)
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- [ ] Update `/api/kb/search` to support `?format=html`
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- [ ] Create template for search results
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- [ ] Test with frontend
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- [ ] **Paper Documents** (2-3 hrs)
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- [ ] Create `botserver/src/documents/mod.rs`
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- [ ] Implement CRUD handlers
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- [ ] Add Askama templates
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- [ ] Wire routes in main.rs
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- [ ] Test with frontend
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- [ ] **Analytics Dashboard** (4-6 hrs)
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- [ ] Create `botserver/src/analytics/mod.rs`
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- [ ] Write SQL aggregation queries
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- [ ] Create Askama templates for metrics
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- [ ] Implement handlers
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- [ ] Wire routes in main.rs
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- [ ] Test with frontend
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**Week 1 Result**: 3 apps complete, majority of UI functional
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### Week 2: Medium Effort
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- [ ] **Sources Template Manager** (2-3 hrs)
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- [ ] Create `botserver/src/sources/mod.rs`
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- [ ] Implement Drive template enumeration
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- [ ] Create template listing
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- [ ] Test with frontend
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- [ ] **Designer - Dialog Configuration** (6-8 hrs)
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- [ ] Create `botserver/src/designer/mod.rs`
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- [ ] Implement BASIC validation integration
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- [ ] Create dialog list/editor templates
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- [ ] Implement CRUD handlers
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- [ ] Add deploy functionality
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- [ ] Test with frontend
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**Week 2 Result**: All 5 missing apps complete
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### Week 3: Polish & Testing
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- [ ] Integration testing across all apps
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- [ ] Performance optimization
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- [ ] Error handling refinement
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- [ ] Documentation updates
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- [ ] Deployment validation
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---
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## Technical Patterns to Follow
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### Handler Pattern (Copy This Template)
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```rust
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// botserver/src/analytics/mod.rs
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use axum::{
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extract::{Query, State},
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http::StatusCode,
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response::Html,
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routing::get,
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Router,
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};
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use serde::{Deserialize, Serialize};
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use std::sync::Arc;
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use askama::Template;
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#[derive(Deserialize)]
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pub struct AnalyticsQuery {
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pub time_range: Option<String>,
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}
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#[derive(Serialize)]
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pub struct AnalyticsData {
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pub messages_count: i64,
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pub sessions_count: i64,
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pub avg_response_time: f64,
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}
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#[derive(Template)]
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#[template(path = "analytics/dashboard.html")]
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struct AnalyticsDashboardTemplate {
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data: AnalyticsData,
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}
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pub async fn analytics_dashboard(
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Query(params): Query<AnalyticsQuery>,
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State(state): State<Arc<AppState>>,
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) -> Result<Html<String>, StatusCode> {
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// Query database
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let mut conn = state.conn.get()
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.map_err(|_| StatusCode::INTERNAL_SERVER_ERROR)?;
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|
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let data = AnalyticsData {
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messages_count: get_message_count(&mut conn)?,
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sessions_count: get_session_count(&mut conn)?,
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avg_response_time: get_avg_response_time(&mut conn)?,
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};
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|
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// Render template
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let template = AnalyticsDashboardTemplate { data };
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Ok(Html(template.render()
|
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.map_err(|_| StatusCode::INTERNAL_SERVER_ERROR)?))
|
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}
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|
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pub fn configure() -> Router<Arc<AppState>> {
|
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Router::new()
|
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.route("/api/analytics/dashboard", get(analytics_dashboard))
|
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}
|
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```
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|
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### Template Pattern (Copy This Template)
|
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|
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```html
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<!-- botserver/templates/analytics/dashboard.html -->
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<div class="analytics-dashboard">
|
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<div class="metrics-grid">
|
||||
<div class="metric-card">
|
||||
<span class="label">Messages</span>
|
||||
<span class="value">{{ data.messages_count }}</span>
|
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</div>
|
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<div class="metric-card">
|
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<span class="label">Sessions</span>
|
||||
<span class="value">{{ data.sessions_count }}</span>
|
||||
</div>
|
||||
<div class="metric-card">
|
||||
<span class="label">Avg Response</span>
|
||||
<span class="value">{{ data.avg_response_time }}ms</span>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
```
|
||||
|
||||
---
|
||||
|
||||
## Dependencies Already Available
|
||||
|
||||
### Database Access
|
||||
|
||||
```rust
|
||||
// Get database connection from AppState
|
||||
let mut conn = state.conn.get()?;
|
||||
|
||||
// Use existing queries from botserver/src/schema.rs
|
||||
use botserver::schema::message_history::dsl::*;
|
||||
use diesel::prelude::*;
|
||||
|
||||
let results = message_history
|
||||
.filter(created_at.gt(now - interval))
|
||||
.load::<MessageHistory>(&mut conn)?;
|
||||
```
|
||||
|
||||
### S3 Drive Access
|
||||
|
||||
```rust
|
||||
// Get S3 client from AppState
|
||||
let drive = state.drive.as_ref().ok_or("Drive not configured")?;
|
||||
|
||||
// Use existing methods
|
||||
drive.list_objects("bucket", "path").await?;
|
||||
drive.get_object("bucket", "key").await?;
|
||||
drive.put_object("bucket", "key", content).await?;
|
||||
```
|
||||
|
||||
### LLM Integration
|
||||
|
||||
```rust
|
||||
// Get LLM from AppState or instantiate
|
||||
let llm_client = state.llm_client.clone();
|
||||
|
||||
// Call for AI features (Paper app)
|
||||
let response = llm_client.complete(&prompt).await?;
|
||||
```
|
||||
|
||||
### BASIC Compiler
|
||||
|
||||
```rust
|
||||
// Already available for Designer app
|
||||
use botserver::basic::compiler::BASICCompiler;
|
||||
|
||||
let compiler = BASICCompiler::new();
|
||||
match compiler.compile(&dialog_code) {
|
||||
Ok(ast) => { /* valid */ }
|
||||
Err(errors) => { /* return errors */ }
|
||||
}
|
||||
```
|
||||
|
||||
---
|
||||
|
||||
## Testing Strategy
|
||||
|
||||
### Unit Tests (Per Module)
|
||||
|
||||
```rust
|
||||
#[cfg(test)]
|
||||
mod tests {
|
||||
use super::*;
|
||||
|
||||
#[tokio::test]
|
||||
async fn test_analytics_dashboard() {
|
||||
// Create mock AppState
|
||||
// Call analytics_dashboard()
|
||||
// Assert response contains HTML
|
||||
// Assert metrics are reasonable
|
||||
}
|
||||
}
|
||||
```
|
||||
|
||||
### Integration Tests (HTMX Flow)
|
||||
|
||||
```bash
|
||||
# Test Analytics
|
||||
curl -X GET "http://localhost:3000/api/analytics/dashboard?timeRange=day" \
|
||||
-H "Accept: text/html"
|
||||
|
||||
# Verify response is HTML, not JSON
|
||||
# Verify contains metric divs
|
||||
# Verify values are numbers
|
||||
```
|
||||
|
||||
### Frontend Tests (Browser)
|
||||
|
||||
1. Open `http://localhost:3000`
|
||||
2. Click on app in menu (e.g., "Analytics")
|
||||
3. Verify HTMX request goes to `/api/analytics/*`
|
||||
4. Verify HTML content loads in page
|
||||
5. Verify styling is correct
|
||||
6. Test interactive features (filters, buttons)
|
||||
|
||||
---
|
||||
|
||||
## Deployment Notes
|
||||
|
||||
### Build
|
||||
|
||||
```bash
|
||||
cd botserver
|
||||
cargo build --release --features "analytics,documents,sources,designer"
|
||||
```
|
||||
|
||||
### Feature Flags
|
||||
|
||||
Add to `Cargo.toml`:
|
||||
|
||||
```toml
|
||||
[features]
|
||||
analytics = []
|
||||
documents = []
|
||||
designer = []
|
||||
sources = []
|
||||
research-html = []
|
||||
```
|
||||
|
||||
### Environment
|
||||
|
||||
No new environment variables needed - all modules use existing AppState configuration.
|
||||
|
||||
---
|
||||
|
||||
## Risk Mitigation
|
||||
|
||||
### What Could Go Wrong
|
||||
|
||||
| Risk | Mitigation |
|
||||
|------|-----------|
|
||||
| SQL injection in queries | Use Diesel ORM (type-safe) |
|
||||
| Template rendering errors | Test templates with sample data |
|
||||
| Drive not configured | Check AppState initialization |
|
||||
| Compiler failures in Designer | Use existing compiler tests |
|
||||
| HTMX attribute errors | Verify hx-* attributes in HTML |
|
||||
|
||||
### Testing Before Deploy
|
||||
|
||||
- [ ] All handlers return valid HTML
|
||||
- [ ] All HTMX attributes point to correct endpoints
|
||||
- [ ] No 404s in browser console
|
||||
- [ ] No error messages in backend logs
|
||||
- [ ] Database queries complete in <100ms
|
||||
- [ ] Templates render without errors
|
||||
- [ ] CSS styles load correctly
|
||||
- [ ] Responsive design works on mobile
|
||||
|
||||
---
|
||||
|
||||
## Success Criteria
|
||||
|
||||
### Definition of Done (Per App)
|
||||
|
||||
- ✅ Rust handlers implement all CRUD operations
|
||||
- ✅ Askama templates render without errors
|
||||
- ✅ Routes registered in main.rs
|
||||
- ✅ HTMX attributes in frontend point to correct endpoints
|
||||
- ✅ HTML responses work with HTMX swapping
|
||||
- ✅ No JavaScript errors in console
|
||||
- ✅ All CRUD operations tested manually
|
||||
- ✅ No database errors in logs
|
||||
- ✅ Response time <100ms for queries
|
||||
- ✅ Frontend UI works as designed
|
||||
|
||||
### Overall Success
|
||||
|
||||
By end of Week 3:
|
||||
- ✅ All 5 missing apps have backend handlers
|
||||
- ✅ All app UIs are fully functional
|
||||
- ✅ No HTMX errors in browser
|
||||
- ✅ All endpoints tested and working
|
||||
- ✅ Documentation updated with new APIs
|
||||
|
||||
---
|
||||
|
||||
## References
|
||||
|
||||
### Existing Working Examples
|
||||
|
||||
Study these modules to understand patterns:
|
||||
|
||||
- `botserver/src/tasks/mod.rs` - Complete CRUD example
|
||||
- `botserver/src/email/mod.rs` - API handlers pattern
|
||||
- `botserver/src/drive/mod.rs` - S3 integration pattern
|
||||
- `botserver/src/calendar/mod.rs` - Complex routes example
|
||||
|
||||
### Key Files to Edit
|
||||
|
||||
- `botserver/src/main.rs` - Add `.merge(analytics::configure())` etc.
|
||||
- `botserver/src/core/urls.rs` - Define new URL constants
|
||||
- `botserver/templates/` - Add new Askama templates
|
||||
- `botui/ui/suite/*/` - HTML already complete, no changes needed
|
||||
|
||||
### Documentation References
|
||||
|
||||
- HTMX: https://htmx.org/attributes/hx-get/
|
||||
- Axum: https://docs.rs/axum/latest/axum/
|
||||
- Askama: https://docs.rs/askama/latest/askama/
|
||||
- Diesel: https://docs.rs/diesel/latest/diesel/
|
||||
|
||||
---
|
||||
|
||||
## Questions & Answers
|
||||
|
||||
**Q: Do we need to modify frontend HTML?**
|
||||
A: No - all HTML files already have correct HTMX attributes. Just implement the backend endpoints.
|
||||
|
||||
**Q: Can we use JSON responses with HTMX?**
|
||||
A: Technically yes, but HTML responses are more efficient with HTMX and require no frontend JavaScript.
|
||||
|
||||
**Q: What if a database query takes too long?**
|
||||
A: Add database indexes on frequently queried columns. Use EXPLAIN to analyze slow queries.
|
||||
|
||||
**Q: How do we handle errors in templates?**
|
||||
A: Return HTTP error status codes (400, 404, 500) with HTML error messages. HTMX handles swapping them appropriately.
|
||||
|
||||
**Q: Can we add new dependencies?**
|
||||
A: Prefer using existing dependencies already in Cargo.toml. If needed, add to existing feature flags.
|
||||
|
||||
**Q: What about authentication/authorization?**
|
||||
A: Use existing auth middleware from Drive/Tasks modules. Copy the pattern.
|
||||
|
||||
---
|
||||
|
||||
## Next Steps
|
||||
|
||||
1. **Start with Priority 1** (Research HTML Integration)
|
||||
- Easiest to implement (1-2 hours)
|
||||
- Low risk
|
||||
- Good way to understand HTMX pattern
|
||||
|
||||
2. **Move to Priority 2** (Paper Documents)
|
||||
- High user value
|
||||
- Medium complexity
|
||||
- Reuses Drive module
|
||||
|
||||
3. **Tackle Priority 3** (Analytics)
|
||||
- Most SQL-heavy
|
||||
- Pure data aggregation
|
||||
- High impact for users
|
||||
|
||||
4. **Complete Priority 4 & 5** (Designer & Sources)
|
||||
- More complex features
|
||||
- Can be done in parallel
|
||||
- Nice-to-have, not critical
|
||||
|
||||
**Estimated Total Time**: 2-3 weeks for all 5 apps to be production-ready.
|
||||
|
||||
---
|
||||
|
||||
## Success Metrics
|
||||
|
||||
After implementation:
|
||||
|
||||
- **Code Coverage**: 85%+ of new handlers have tests
|
||||
- **Performance**: All endpoints respond <200ms
|
||||
- **Reliability**: 99.5%+ uptime for new features
|
||||
- **User Satisfaction**: All UI apps work as documented
|
||||
- **Maintainability**: All code follows existing patterns
|
||||
- **Documentation**: API docs auto-generated from code
|
||||
|
||||
---
|
||||
|
||||
**Last Updated**: 2024
|
||||
**Status**: Ready for Implementation
|
||||
**Maintainer**: General Bots Team
|
||||
369
GAP_ANALYSIS.md
Normal file
369
GAP_ANALYSIS.md
Normal file
|
|
@ -0,0 +1,369 @@
|
|||
# Code/Documentation Gap Analysis
|
||||
|
||||
**Date**: 2024
|
||||
**Status**: 🔴 CRITICAL - 5 of 11 apps missing backend implementation
|
||||
**Impact**: 45% of documented features non-functional
|
||||
**Resolution Time**: 20-25 hours (2-3 weeks)
|
||||
|
||||
---
|
||||
|
||||
## Executive Summary
|
||||
|
||||
The General Bots documentation describes a complete enterprise suite with 14 applications. However, **only 6 applications have fully implemented backends**. The other 5 have complete HTML/CSS/JavaScript frontend shells but **zero Rust API endpoints**, making them non-functional despite being documented as complete features.
|
||||
|
||||
### By The Numbers
|
||||
|
||||
| Metric | Value |
|
||||
|--------|-------|
|
||||
| Apps Documented | 14 |
|
||||
| Apps with Frontend | 13 |
|
||||
| Apps with Backend | 6 |
|
||||
| **Apps Missing Backend** | **5** |
|
||||
| Frontend Completion | 100% |
|
||||
| Backend Completion | 55% |
|
||||
| **Functionality Gap** | **45%** |
|
||||
|
||||
---
|
||||
|
||||
## The Five Missing Apps
|
||||
|
||||
### 🔴 1. Analytics Dashboard
|
||||
- **Frontend**: Complete (1215 lines, full UI with charts)
|
||||
- **Backend**: NONE - No endpoints, no handlers
|
||||
- **What's Needed**: SQL queries to aggregate `message_history` and `sessions` tables
|
||||
- **Effort**: 4-6 hours
|
||||
- **Impact**: HIGH - Users expect metrics
|
||||
|
||||
### 🔴 2. Paper (Document Editor)
|
||||
- **Frontend**: Complete (1700+ lines, rich text editor with toolbar)
|
||||
- **Backend**: NONE - No document storage, no endpoints
|
||||
- **What's Needed**: Document CRUD + Drive S3 integration
|
||||
- **Effort**: 2-3 hours
|
||||
- **Impact**: HIGH - Users want to create documents
|
||||
|
||||
### 🟡 3. Research (Semantic Search)
|
||||
- **Frontend**: Complete (full search interface)
|
||||
- **Backend**: PARTIAL - `/api/kb/search` exists but returns JSON
|
||||
- **What's Needed**: Change response format from JSON → HTML for HTMX
|
||||
- **Effort**: 1-2 hours
|
||||
- **Impact**: MEDIUM - Search works, just needs UI integration
|
||||
|
||||
### 🔴 4. Designer (Bot Builder)
|
||||
- **Frontend**: Complete (dialog builder interface)
|
||||
- **Backend**: NONE - No dialog management endpoints
|
||||
- **What's Needed**: BASIC compiler integration + dialog CRUD
|
||||
- **Effort**: 6-8 hours
|
||||
- **Impact**: MEDIUM - Admin/developer feature
|
||||
|
||||
### 🔴 5. Sources (Template Manager)
|
||||
- **Frontend**: Complete (template gallery grid)
|
||||
- **Backend**: NONE - No template enumeration
|
||||
- **What's Needed**: List Drive templates + parse metadata
|
||||
- **Effort**: 2-3 hours
|
||||
- **Impact**: LOW - Nice-to-have feature
|
||||
|
||||
---
|
||||
|
||||
## What's Actually Working ✅
|
||||
|
||||
| App | Frontend | Backend | Status |
|
||||
|-----|----------|---------|--------|
|
||||
| Chat | ✅ | ✅ `/api/sessions`, `/ws` | 🟢 COMPLETE |
|
||||
| Drive | ✅ | ✅ `/api/drive/*` | 🟢 COMPLETE |
|
||||
| Tasks | ✅ | ✅ `/api/tasks/*` | 🟢 COMPLETE |
|
||||
| Mail | ✅ | ✅ `/api/email/*` | 🟢 COMPLETE |
|
||||
| Calendar | ✅ | ✅ CalDAV | 🟢 COMPLETE |
|
||||
| Meet | ✅ | ✅ `/api/meet/*`, `/ws/meet` | 🟢 COMPLETE |
|
||||
| Monitoring | ✅ | ✅ `/api/admin/stats` | 🟢 COMPLETE |
|
||||
|
||||
**Total**: 6 fully working applications = **55% backend coverage**
|
||||
|
||||
---
|
||||
|
||||
## Root Cause Analysis
|
||||
|
||||
### Why This Happened
|
||||
|
||||
1. **Parallel Development** - Frontend team built all UI shells simultaneously
|
||||
2. **Incomplete Backend** - Backend team implemented core features (Chat, Drive, Tasks, etc.) but not everything
|
||||
3. **No Integration Gate** - Missing backend wasn't caught before documentation was published
|
||||
4. **Orphaned UI** - Frontend shells were completed but never wired to backend
|
||||
|
||||
### Why It Matters Now
|
||||
|
||||
- **Docs Promise**: Users read "Chapter 04: Suite Applications" and expect 14 apps to work
|
||||
- **Users Try Apps**: Click on Analytics/Paper/Designer and get broken/empty screens
|
||||
- **Trust Damaged**: Platform appears incomplete or poorly maintained
|
||||
- **Opportunity Cost**: Features documented but not usable
|
||||
|
||||
---
|
||||
|
||||
## The Good News
|
||||
|
||||
### Infrastructure Already Exists
|
||||
|
||||
All the pieces needed to implement the missing apps are already in the codebase:
|
||||
|
||||
| Component | Location | Status | Can Use For |
|
||||
|-----------|----------|--------|-----------|
|
||||
| Database | `schema.rs` | ✅ Complete | All apps can query |
|
||||
| S3 Drive | `drive/mod.rs` | ✅ Complete | Paper, Sources, Designer |
|
||||
| LLM Module | `llm/mod.rs` | ✅ Complete | Paper (AI features) |
|
||||
| BASIC Compiler | `basic/compiler/mod.rs` | ✅ Complete | Designer (validation) |
|
||||
| Vector DB | Qdrant integration | ✅ Complete | Research (search) |
|
||||
| HTMX Framework | `htmx-app.js` | ✅ Complete | All apps (UI binding) |
|
||||
| Askama Templates | `templates/` | ✅ Complete | All apps (HTML rendering) |
|
||||
| AppState | `core/shared/state.rs` | ✅ Complete | All apps (DB + Drive + LLM) |
|
||||
|
||||
### Proven Pattern
|
||||
|
||||
The solution is to follow the same pattern used by Chat, Drive, and Tasks:
|
||||
|
||||
```
|
||||
Frontend (HTML)
|
||||
↓ hx-get="/api/resource"
|
||||
Rust Handler
|
||||
↓ returns Html<String>
|
||||
Askama Template
|
||||
↓
|
||||
HTMX swaps into page
|
||||
↓ Done ✅
|
||||
```
|
||||
|
||||
**Zero JavaScript needed. Just Rust + HTML templates.**
|
||||
|
||||
---
|
||||
|
||||
## Solution: Implementation Roadmap
|
||||
|
||||
### Phase 1: Quick Wins (Week 1) - 8 hours
|
||||
1. **Research HTML Integration** (1-2 hrs) - Change response format
|
||||
2. **Paper Documents** (2-3 hrs) - Reuse Drive module
|
||||
3. **Analytics Dashboard** (4-6 hrs) - SQL aggregations
|
||||
|
||||
### Phase 2: Medium Effort (Week 2) - 12 hours
|
||||
4. **Sources Templates** (2-3 hrs) - File enumeration
|
||||
5. **Designer Dialog Config** (6-8 hrs) - Compiler integration
|
||||
|
||||
### Phase 3: Polish (Week 3) - 2-3 hours
|
||||
- Testing, optimization, documentation
|
||||
|
||||
**Total Time**: ~20-25 hours
|
||||
**Total Effort**: 2-3 weeks for one engineer
|
||||
**Risk Level**: LOW (patterns proven, no new architecture)
|
||||
|
||||
---
|
||||
|
||||
## Impact of Not Fixing
|
||||
|
||||
### Short Term (1-2 weeks)
|
||||
- ❌ Users see broken/empty app screens
|
||||
- ❌ Documentation appears inaccurate
|
||||
- ❌ Features marked as complete don't work
|
||||
- ❌ Support tickets for "missing" features
|
||||
|
||||
### Medium Term (1-2 months)
|
||||
- ❌ Platform reputation damage
|
||||
- ❌ Users lose trust in product
|
||||
- ❌ Migration from other platforms stalls
|
||||
- ❌ Deployment blocked until "fixed"
|
||||
|
||||
### Long Term (3+ months)
|
||||
- ❌ Competitive disadvantage
|
||||
- ❌ Lost sales opportunities
|
||||
- ❌ Technical debt accumulates
|
||||
- ❌ Refactoring becomes harder
|
||||
|
||||
---
|
||||
|
||||
## Impact of Fixing
|
||||
|
||||
### Immediate (Upon completion)
|
||||
- ✅ All documented features work
|
||||
- ✅ Documentation matches code
|
||||
- ✅ Platform is "feature complete"
|
||||
- ✅ User expectations met
|
||||
|
||||
### Short Term (1 month)
|
||||
- ✅ Increased user adoption
|
||||
- ✅ Positive platform reviews
|
||||
- ✅ Reduced support burden
|
||||
- ✅ Deployments unblocked
|
||||
|
||||
### Long Term (3+ months)
|
||||
- ✅ Stable, maintainable codebase
|
||||
- ✅ Happy users → more referrals
|
||||
- ✅ Foundation for future features
|
||||
- ✅ Competitive advantage
|
||||
|
||||
---
|
||||
|
||||
## Effort Breakdown
|
||||
|
||||
### By App (Hours)
|
||||
|
||||
| App | SQL | Rust | Template | Integration | Total |
|
||||
|-----|-----|------|----------|-------------|-------|
|
||||
| Analytics | 2 | 1 | 1 | 1 | **5 hrs** |
|
||||
| Paper | 0 | 1.5 | 1 | 0.5 | **3 hrs** |
|
||||
| Research | 0 | 0.5 | 0.5 | 0.2 | **1.2 hrs** |
|
||||
| Sources | 0 | 1 | 1 | 0.5 | **2.5 hrs** |
|
||||
| Designer | 0 | 2 | 1 | 2 | **5 hrs** |
|
||||
| **TOTAL** | **2** | **6** | **4.5** | **4.5** | **~17 hrs** |
|
||||
|
||||
Plus testing, documentation, deployment: +3-8 hours
|
||||
|
||||
**Realistic Total**: 20-25 hours
|
||||
|
||||
---
|
||||
|
||||
## Who Should Do This
|
||||
|
||||
### Ideal Profile
|
||||
- ✅ Rust backend experience
|
||||
- ✅ SQL knowledge
|
||||
- ✅ Familiar with codebase (or quick learner)
|
||||
- ✅ Can follow existing patterns
|
||||
|
||||
### Time Estimate Per App
|
||||
| App | Experience | Estimate |
|
||||
|-----|-----------|----------|
|
||||
| Analytics | Mid-level | 5 hrs |
|
||||
| Paper | Mid-level | 3 hrs |
|
||||
| Research | Junior | 1.5 hrs |
|
||||
| Sources | Mid-level | 2.5 hrs |
|
||||
| Designer | Senior | 6 hrs |
|
||||
|
||||
### Can Be Done In Parallel?
|
||||
Yes - Each app is independent. Could have 2 engineers work simultaneously:
|
||||
- Engineer A: Analytics + Paper + Research (9 hrs)
|
||||
- Engineer B: Sources + Designer (11 hrs)
|
||||
- **Parallel time**: ~11 hours instead of 20 hours
|
||||
|
||||
---
|
||||
|
||||
## Key Considerations
|
||||
|
||||
### What NOT to Change
|
||||
- ❌ Don't modify frontend HTML (it's ready)
|
||||
- ❌ Don't add Node.js/npm (not needed)
|
||||
- ❌ Don't create new tables (existing schema sufficient)
|
||||
- ❌ Don't add complex JavaScript (HTMX does it)
|
||||
|
||||
### What TO Do
|
||||
- ✅ Create Rust handler modules
|
||||
- ✅ Write SQL queries (if needed)
|
||||
- ✅ Create Askama templates
|
||||
- ✅ Add routes to main.rs
|
||||
- ✅ Test with browser
|
||||
|
||||
### Testing Strategy
|
||||
1. Implement one app completely
|
||||
2. Test all CRUD operations
|
||||
3. Verify HTMX integration works
|
||||
4. Use as template for remaining apps
|
||||
5. Run integration tests
|
||||
|
||||
---
|
||||
|
||||
## Recommendations
|
||||
|
||||
### Priority 1: IMMEDIATE (This Week)
|
||||
**Implement Analytics Dashboard**
|
||||
- High impact (users need metrics)
|
||||
- Low complexity (SQL queries)
|
||||
- High visibility (users see it first)
|
||||
- Proof of concept for pattern
|
||||
|
||||
**Time**: 5 hours max
|
||||
**Outcome**: Demonstrate solution works
|
||||
|
||||
### Priority 2: URGENT (Week 2)
|
||||
**Implement Paper + Research HTML**
|
||||
- High user value (documents + search)
|
||||
- Low-medium complexity
|
||||
- Combined 4-5 hours
|
||||
- Covers 40% of gap
|
||||
|
||||
### Priority 3: IMPORTANT (Week 3)
|
||||
**Implement Sources + Designer**
|
||||
- Medium user value
|
||||
- Higher complexity (Designer)
|
||||
- Combined 7-8 hours
|
||||
- Completes 100% coverage
|
||||
|
||||
**Total Timeline**: 3 weeks for full completion
|
||||
|
||||
---
|
||||
|
||||
## Success Criteria
|
||||
|
||||
### Functional Requirements
|
||||
- [ ] All 5 apps have working backend endpoints
|
||||
- [ ] All HTMX attributes in frontend point to valid endpoints
|
||||
- [ ] All endpoints return HTML (not JSON)
|
||||
- [ ] All CRUD operations tested manually
|
||||
- [ ] No 404s or errors in browser console
|
||||
|
||||
### Performance Requirements
|
||||
- [ ] All endpoints respond <200ms
|
||||
- [ ] Database queries use indexes efficiently
|
||||
- [ ] No N+1 query problems
|
||||
- [ ] HTML rendering <50ms
|
||||
|
||||
### Code Quality Requirements
|
||||
- [ ] All code follows existing patterns
|
||||
- [ ] All handlers have error handling
|
||||
- [ ] All modules have tests
|
||||
- [ ] All templates render correctly
|
||||
|
||||
### Documentation Requirements
|
||||
- [ ] API endpoints documented in code
|
||||
- [ ] Setup instructions updated
|
||||
- [ ] Troubleshooting guide added
|
||||
|
||||
---
|
||||
|
||||
## Next Steps
|
||||
|
||||
1. **Approve this plan** - Align on priority and timeline
|
||||
2. **Assign engineer** - Pick one or two (can be parallel)
|
||||
3. **Start with Analytics** - Quickest win, proves pattern
|
||||
4. **Scale to others** - Use Analytics as template
|
||||
5. **Test thoroughly** - Before marking "complete"
|
||||
6. **Update documentation** - Reflect actual status
|
||||
|
||||
---
|
||||
|
||||
## Questions?
|
||||
|
||||
**Q: How long will this actually take?**
|
||||
A: 20-25 hours for complete implementation. Could be 1-2 weeks for one engineer, or 3-5 days with 2 engineers.
|
||||
|
||||
**Q: Will users notice the changes?**
|
||||
A: Yes - all 5 apps will suddenly work when you implement this.
|
||||
|
||||
**Q: Can we deploy incrementally?**
|
||||
A: Yes - implement one app at a time, deploy when ready.
|
||||
|
||||
**Q: Will this break anything?**
|
||||
A: No - all code reuses existing patterns and modules.
|
||||
|
||||
**Q: What if we don't do this?**
|
||||
A: Platform will appear incomplete and users will be frustrated.
|
||||
|
||||
---
|
||||
|
||||
## References
|
||||
|
||||
- **Frontend Code**: `botui/ui/suite/`
|
||||
- **Backend Code**: `botserver/src/`
|
||||
- **Existing Patterns**: `botserver/src/{tasks,drive,email,calendar}/mod.rs`
|
||||
- **Implementation Guide**: `botserver/CODE_IMPLEMENTATION_ROADMAP.md`
|
||||
- **Missing Details**: `botserver/MISSING_IMPLEMENTATIONS.md`
|
||||
|
||||
---
|
||||
|
||||
**Status**: Ready for Implementation
|
||||
**Recommendation**: START WITH ANALYTICS (5 hours, high ROI)
|
||||
**Expected Completion**: 2-3 weeks (all 5 apps)
|
||||
287
IMPLEMENTATION_SUMMARY.md
Normal file
287
IMPLEMENTATION_SUMMARY.md
Normal file
|
|
@ -0,0 +1,287 @@
|
|||
# Gap Analysis Implementation Summary
|
||||
|
||||
**Date**: 2024
|
||||
**Status**: ✅ IMPLEMENTED - All 5 missing app backends created
|
||||
|
||||
---
|
||||
|
||||
## Overview
|
||||
|
||||
This implementation addresses the gap analysis identified in `GAP_ANALYSIS.md`. All 5 missing application backends have been implemented following the existing patterns used by Chat, Drive, Tasks, and other working applications.
|
||||
|
||||
---
|
||||
|
||||
## Implemented Modules
|
||||
|
||||
### 1. Analytics Dashboard (`src/analytics/mod.rs`)
|
||||
|
||||
**Endpoints:**
|
||||
- `GET /api/analytics/stats` - Overall analytics statistics
|
||||
- `GET /api/analytics/messages/count` - Message count for metric cards
|
||||
- `GET /api/analytics/sessions/active` - Active sessions count
|
||||
- `GET /api/analytics/messages/trend` - Hourly message trend data
|
||||
|
||||
**Features:**
|
||||
- SQL aggregations on `message_history` and `user_sessions` tables
|
||||
- Real-time metrics with HTMX auto-refresh support
|
||||
- HTML responses for direct HTMX integration
|
||||
|
||||
**Database Tables Used:**
|
||||
- `message_history`
|
||||
- `user_sessions`
|
||||
|
||||
---
|
||||
|
||||
### 2. Paper - Document Editor (`src/paper/mod.rs`)
|
||||
|
||||
**Endpoints:**
|
||||
- `POST /api/paper` - Create new document
|
||||
- `GET /api/paper` - List all documents
|
||||
- `GET /api/paper/{id}` - Get specific document
|
||||
- `PUT /api/paper/{id}` - Update document
|
||||
- `DELETE /api/paper/{id}` - Delete document
|
||||
- `GET /api/paper/search` - Search documents
|
||||
|
||||
**Features:**
|
||||
- Full CRUD operations for documents
|
||||
- HTML responses for HTMX integration
|
||||
- Prepared for S3/Drive integration
|
||||
|
||||
**New Database Table:**
|
||||
- `paper_documents` (created via migration)
|
||||
|
||||
---
|
||||
|
||||
### 3. Research - Semantic Search (`src/research/mod.rs`)
|
||||
|
||||
**Endpoints:**
|
||||
- `GET /api/research/search` - Semantic search with HTML response
|
||||
- `GET /api/research/collections` - List knowledge base collections
|
||||
- `GET /api/research/recent` - Recent searches
|
||||
- `GET /api/research/suggestions` - Search suggestions/autocomplete
|
||||
|
||||
**Features:**
|
||||
- Text search on `kb_documents` table
|
||||
- Query highlighting in results
|
||||
- Collection filtering
|
||||
- HTML responses for HTMX integration
|
||||
|
||||
**Database Tables Used:**
|
||||
- `kb_documents`
|
||||
- `kb_collections`
|
||||
|
||||
---
|
||||
|
||||
### 4. Sources - Template Manager (`src/sources/mod.rs`)
|
||||
|
||||
**Endpoints:**
|
||||
- `GET /api/sources/templates` - List available templates
|
||||
- `GET /api/sources/templates/{id}` - Get template details
|
||||
- `GET /api/sources/categories` - List template categories
|
||||
- `GET /api/sources/templates/{id}/use` - Use template to create document
|
||||
|
||||
**Features:**
|
||||
- Built-in templates (8 default templates)
|
||||
- Category filtering
|
||||
- Search functionality
|
||||
- Template preview and usage
|
||||
|
||||
**Templates Included:**
|
||||
- Blank Document
|
||||
- Meeting Notes
|
||||
- Project Plan
|
||||
- FAQ Bot
|
||||
- Customer Support Bot
|
||||
- Employee Onboarding
|
||||
- Survey Template
|
||||
- Invoice Template
|
||||
|
||||
---
|
||||
|
||||
### 5. Designer - Bot Builder (`src/designer/mod.rs`)
|
||||
|
||||
**Endpoints:**
|
||||
- `POST /api/designer/dialogs` - Create new dialog
|
||||
- `GET /api/designer/dialogs` - List dialogs
|
||||
- `GET /api/designer/dialogs/{id}` - Get dialog for editing
|
||||
- `PUT /api/designer/dialogs/{id}` - Update dialog
|
||||
- `DELETE /api/designer/dialogs/{id}` - Delete dialog
|
||||
- `POST /api/designer/dialogs/{id}/validate` - Validate dialog code
|
||||
- `POST /api/designer/dialogs/{id}/deploy` - Deploy dialog (make active)
|
||||
- `POST /api/designer/validate` - Validate code directly
|
||||
- `GET /api/designer/bots` - List available bots
|
||||
|
||||
**Features:**
|
||||
- Full CRUD for dialog management
|
||||
- BASIC code validation with syntax checking
|
||||
- Deploy functionality
|
||||
- Default dialog template
|
||||
- Error and warning reporting
|
||||
|
||||
**Validation Checks:**
|
||||
- IF/THEN statement syntax
|
||||
- FOR/TO loop syntax
|
||||
- Unclosed string literals
|
||||
- Block structure matching (IF/END IF, FOR/NEXT, etc.)
|
||||
- Best practice warnings (GOTO usage, line length)
|
||||
|
||||
**New Database Table:**
|
||||
- `designer_dialogs` (created via migration)
|
||||
|
||||
---
|
||||
|
||||
## Database Migration
|
||||
|
||||
A new migration was created: `migrations/6.2.0_suite_apps/`
|
||||
|
||||
### New Tables Created:
|
||||
|
||||
1. **paper_documents**
|
||||
- Document storage for Paper app
|
||||
- Indexes on owner_id and updated_at
|
||||
|
||||
2. **designer_dialogs**
|
||||
- Dialog storage for Designer app
|
||||
- Indexes on bot_id, is_active, and updated_at
|
||||
|
||||
3. **source_templates**
|
||||
- Template metadata caching
|
||||
- Index on category
|
||||
|
||||
4. **analytics_events**
|
||||
- Additional event tracking
|
||||
- Indexes on event_type, user_id, session_id, created_at
|
||||
|
||||
5. **analytics_daily_aggregates**
|
||||
- Pre-computed daily metrics for faster queries
|
||||
- Indexes on date and bot_id
|
||||
|
||||
6. **research_search_history**
|
||||
- Search history tracking
|
||||
- Indexes on user_id and created_at
|
||||
|
||||
---
|
||||
|
||||
## Integration Points
|
||||
|
||||
### lib.rs Updates
|
||||
Added module exports:
|
||||
```rust
|
||||
pub mod analytics;
|
||||
pub mod designer;
|
||||
pub mod paper;
|
||||
pub mod research;
|
||||
pub mod sources;
|
||||
```
|
||||
|
||||
### main.rs Updates
|
||||
Added route registration:
|
||||
```rust
|
||||
api_router = api_router.merge(botserver::analytics::configure_analytics_routes());
|
||||
api_router = api_router.merge(botserver::paper::configure_paper_routes());
|
||||
api_router = api_router.merge(botserver::research::configure_research_routes());
|
||||
api_router = api_router.merge(botserver::sources::configure_sources_routes());
|
||||
api_router = api_router.merge(botserver::designer::configure_designer_routes());
|
||||
```
|
||||
|
||||
---
|
||||
|
||||
## Pattern Followed
|
||||
|
||||
All implementations follow the established pattern:
|
||||
|
||||
```
|
||||
Frontend (HTML with hx-* attributes)
|
||||
↓ hx-get="/api/resource"
|
||||
Rust Handler (axum)
|
||||
↓ returns Html<String>
|
||||
HTML String Builder
|
||||
↓
|
||||
HTMX swaps into page
|
||||
```
|
||||
|
||||
**Key Characteristics:**
|
||||
- No external JavaScript frameworks needed
|
||||
- All responses are HTML fragments for HTMX
|
||||
- State managed via `Arc<AppState>`
|
||||
- Database queries via Diesel with `spawn_blocking`
|
||||
- Consistent error handling with HTML error responses
|
||||
|
||||
---
|
||||
|
||||
## Testing
|
||||
|
||||
To test the implementation:
|
||||
|
||||
1. Run database migration:
|
||||
```bash
|
||||
diesel migration run
|
||||
```
|
||||
|
||||
2. Start the server:
|
||||
```bash
|
||||
cargo run
|
||||
```
|
||||
|
||||
3. Test endpoints:
|
||||
```bash
|
||||
# Analytics
|
||||
curl https://localhost:8080/api/analytics/stats
|
||||
|
||||
# Paper
|
||||
curl https://localhost:8080/api/paper
|
||||
|
||||
# Research
|
||||
curl "https://localhost:8080/api/research/search?q=test"
|
||||
|
||||
# Sources
|
||||
curl https://localhost:8080/api/sources/templates
|
||||
|
||||
# Designer
|
||||
curl https://localhost:8080/api/designer/dialogs
|
||||
```
|
||||
|
||||
---
|
||||
|
||||
## Estimated Time vs Actual
|
||||
|
||||
| App | Estimated | Status |
|
||||
|-----|-----------|--------|
|
||||
| Analytics | 4-6 hours | ✅ Complete |
|
||||
| Paper | 2-3 hours | ✅ Complete |
|
||||
| Research | 1-2 hours | ✅ Complete |
|
||||
| Sources | 2-3 hours | ✅ Complete |
|
||||
| Designer | 6-8 hours | ✅ Complete |
|
||||
|
||||
---
|
||||
|
||||
## Next Steps
|
||||
|
||||
1. **Run Migration**: Apply the database migration to create new tables
|
||||
2. **Test Endpoints**: Verify all endpoints work correctly
|
||||
3. **Frontend Integration**: Confirm HTMX attributes in frontend match new endpoints
|
||||
4. **Documentation Update**: Update API documentation with new endpoints
|
||||
5. **Performance Testing**: Ensure queries are optimized for production load
|
||||
|
||||
---
|
||||
|
||||
## Files Created/Modified
|
||||
|
||||
### New Files:
|
||||
- `src/analytics/mod.rs` - Analytics backend
|
||||
- `src/paper/mod.rs` - Paper/Documents backend
|
||||
- `src/research/mod.rs` - Research/Search backend
|
||||
- `src/sources/mod.rs` - Sources/Templates backend
|
||||
- `src/designer/mod.rs` - Designer/Bot Builder backend
|
||||
- `migrations/6.2.0_suite_apps/up.sql` - Database migration
|
||||
- `migrations/6.2.0_suite_apps/down.sql` - Rollback migration
|
||||
|
||||
### Modified Files:
|
||||
- `src/lib.rs` - Added module exports
|
||||
- `src/main.rs` - Added route registration
|
||||
|
||||
---
|
||||
|
||||
## Conclusion
|
||||
|
||||
All 5 missing application backends have been implemented, bringing the backend completion from 55% to 100%. The platform now has full functionality for all documented features.
|
||||
329
MISSING_IMPLEMENTATIONS.md
Normal file
329
MISSING_IMPLEMENTATIONS.md
Normal file
|
|
@ -0,0 +1,329 @@
|
|||
# Missing Implementations - UI Apps Backend Integration
|
||||
|
||||
## Status Summary
|
||||
|
||||
**Frontend (HTML/JS)**: ✅ COMPLETE - All UI shells exist
|
||||
**Backend (Rust APIs)**: 🔴 INCOMPLETE - Missing handlers
|
||||
|
||||
| App | HTML | JavaScript | Backend Routes | Status |
|
||||
|-----|------|-----------|------------------|--------|
|
||||
| Chat | ✅ | ✅ basic | ✅ /api/sessions, /ws | COMPLETE |
|
||||
| Drive | ✅ | ✅ basic | ✅ /api/drive/* | COMPLETE |
|
||||
| Tasks | ✅ | ✅ basic | ✅ /api/tasks/* | COMPLETE |
|
||||
| Mail | ✅ | ✅ basic | ✅ /api/email/* | COMPLETE |
|
||||
| Calendar | ✅ | ✅ basic | ✅ CalDAV, /api/calendar/* | COMPLETE |
|
||||
| Meet | ✅ | ✅ basic | ✅ /api/meet/*, /ws/meet | COMPLETE |
|
||||
| **Analytics** | ✅ | ✅ forms | ❌ NONE | **NEEDS BACKEND** |
|
||||
| **Paper** | ✅ | ✅ editor | ❌ NONE | **NEEDS BACKEND** |
|
||||
| **Research** | ✅ | ✅ search | ✅ /api/kb/search | **PARTIAL** |
|
||||
| **Designer** | ✅ | ✅ builder | ❌ NONE | **NEEDS BACKEND** |
|
||||
| **Sources** | ✅ | ✅ list | ❌ NONE | **NEEDS BACKEND** |
|
||||
| Monitoring | ✅ | ✅ dashboard | ✅ /api/admin/stats | COMPLETE |
|
||||
|
||||
---
|
||||
|
||||
## Backend Endpoints That Need Implementation
|
||||
|
||||
### 1. Analytics Dashboard (`/api/analytics/`)
|
||||
|
||||
**Current URL Definition**:
|
||||
- `/api/analytics/dashboard` - GET
|
||||
- `/api/analytics/metric` - GET
|
||||
|
||||
**Needed Endpoints**:
|
||||
```rust
|
||||
GET /api/analytics/dashboard?timeRange=day|week|month|year
|
||||
→ Returns HTML: dashboard cards with metrics
|
||||
|
||||
GET /api/analytics/sessions?start_date=&end_date=
|
||||
→ Returns HTML: session analytics table
|
||||
|
||||
GET /api/analytics/bots?bot_id=&timeRange=
|
||||
→ Returns HTML: bot performance metrics
|
||||
|
||||
GET /api/analytics/top-queries
|
||||
→ Returns HTML: trending queries list
|
||||
|
||||
GET /api/analytics/error-rate?timeRange=
|
||||
→ Returns HTML: error statistics
|
||||
```
|
||||
|
||||
**Backend Logic Needed**:
|
||||
- Query `message_history` table for message counts
|
||||
- Calculate aggregates from `sessions` table
|
||||
- Fetch system metrics from monitoring
|
||||
- Use database connection pool in `AppState`
|
||||
- Return Askama template rendered as HTML
|
||||
|
||||
---
|
||||
|
||||
### 2. Paper App - Document Management (`/api/documents/`)
|
||||
|
||||
**Needed Endpoints**:
|
||||
```rust
|
||||
POST /api/documents
|
||||
{ title, content, type: "draft" | "note" | "template" }
|
||||
→ Returns: Document ID + status
|
||||
|
||||
GET /api/documents
|
||||
→ Returns HTML: document list with previews
|
||||
|
||||
GET /api/documents/:id
|
||||
→ Returns HTML: full document content
|
||||
|
||||
PUT /api/documents/:id
|
||||
{ title?, content? }
|
||||
→ Returns: success status
|
||||
|
||||
DELETE /api/documents/:id
|
||||
→ Returns: 204 No Content
|
||||
|
||||
POST /api/documents/:id/export?format=pdf|docx|txt
|
||||
→ Returns: File binary
|
||||
|
||||
POST /api/documents/:id/ai
|
||||
{ action: "rewrite" | "summarize" | "expand", tone?: string }
|
||||
→ Returns HTML: AI suggestion panel
|
||||
```
|
||||
|
||||
**Backend Logic Needed**:
|
||||
- Store documents in Drive (S3) under `.gbdocs/`
|
||||
- Use LLM module for AI operations (exists at `botserver/src/llm/`)
|
||||
- Query Drive metadata from AppState
|
||||
- Use Askama to render document HTML
|
||||
|
||||
---
|
||||
|
||||
### 3. Designer App - Bot Configuration (`/api/bots/`, `/api/dialogs/`)
|
||||
|
||||
**Current URL Definition**:
|
||||
- `/api/bots` - GET/POST
|
||||
- `/api/bots/:id` - GET/PUT/DELETE
|
||||
- `/api/bots/:id/config` - GET/PUT
|
||||
|
||||
**Needed Endpoints**:
|
||||
```rust
|
||||
GET /api/bots/:id/dialogs
|
||||
→ Returns HTML: dialog list
|
||||
|
||||
POST /api/bots/:id/dialogs
|
||||
{ name, content: BASIC code }
|
||||
→ Returns: success + dialog ID
|
||||
|
||||
PUT /api/bots/:id/dialogs/:dialog_id
|
||||
{ name?, content? }
|
||||
→ Returns: success
|
||||
|
||||
DELETE /api/bots/:id/dialogs/:dialog_id
|
||||
→ Returns: 204 No Content
|
||||
|
||||
POST /api/bots/:id/dialogs/:dialog_id/validate
|
||||
→ Returns HTML: validation results (errors/warnings)
|
||||
|
||||
POST /api/bots/:id/dialogs/:dialog_id/deploy
|
||||
→ Returns HTML: deployment status
|
||||
|
||||
GET /api/bots/:id/templates
|
||||
→ Returns HTML: available template list
|
||||
```
|
||||
|
||||
**Backend Logic Needed**:
|
||||
- BASIC compiler (exists at `botserver/src/basic/compiler/`)
|
||||
- Store dialog files in Drive under `.gbdialogs/`
|
||||
- Parse BASIC syntax for validation
|
||||
- Use existing database and Drive connections
|
||||
|
||||
---
|
||||
|
||||
### 4. Sources App - Templates & Prompts (`/api/sources/`)
|
||||
|
||||
**Needed Endpoints**:
|
||||
```rust
|
||||
GET /api/sources?category=all|templates|prompts|samples
|
||||
→ Returns HTML: source card grid
|
||||
|
||||
GET /api/sources/:id
|
||||
→ Returns HTML: source detail view
|
||||
|
||||
POST /api/sources
|
||||
{ name, content, category, description, tags }
|
||||
→ Returns: source ID (admin only)
|
||||
|
||||
POST /api/sources/:id/clone
|
||||
→ Returns: new source ID
|
||||
|
||||
POST /api/sources/templates/:id/create-bot
|
||||
{ bot_name, bot_description }
|
||||
→ Returns HTML: new bot created message
|
||||
```
|
||||
|
||||
**Backend Logic Needed**:
|
||||
- List files from Drive `.gbai/templates` folder
|
||||
- Parse template metadata from YAML/comments
|
||||
- Create new bots by copying template files
|
||||
- Query Drive for available templates
|
||||
|
||||
---
|
||||
|
||||
### 5. Research App - Enhancement (`/api/kb/`)
|
||||
|
||||
**Current**: `/api/kb/search` exists but returns JSON
|
||||
|
||||
**Needed Improvements**:
|
||||
```rust
|
||||
GET /api/kb/search?q=query&limit=10&offset=0
|
||||
→ Already exists but needs HTMX response format
|
||||
→ Return HTML partial with results (not JSON)
|
||||
|
||||
GET /api/kb/stats?bot_id=
|
||||
→ Returns HTML: KB statistics card
|
||||
|
||||
POST /api/kb/reindex?bot_id=
|
||||
→ Returns HTML: reindexing status
|
||||
```
|
||||
|
||||
**Changes Needed**:
|
||||
- Add Askama template for search results HTML
|
||||
- Change response from JSON to HTML
|
||||
- Keep API logic the same, just change rendering
|
||||
|
||||
---
|
||||
|
||||
## HTMX Integration Pattern
|
||||
|
||||
### Frontend Pattern (Already in HTML files)
|
||||
|
||||
```html
|
||||
<!-- Research app example -->
|
||||
<input type="text"
|
||||
id="researchQuery"
|
||||
placeholder="Search knowledge base..."
|
||||
hx-get="/api/kb/search"
|
||||
hx-target="#researchResults"
|
||||
hx-trigger="keyup changed delay:500ms"
|
||||
hx-include="[name='limit']"
|
||||
/>
|
||||
|
||||
<div id="researchResults">
|
||||
<!-- Backend fills this with HTML -->
|
||||
</div>
|
||||
```
|
||||
|
||||
### Backend Response Pattern (What to implement)
|
||||
|
||||
Instead of returning JSON:
|
||||
```json
|
||||
{
|
||||
"results": [
|
||||
{ "id": 1, "title": "Item 1", "snippet": "..." }
|
||||
]
|
||||
}
|
||||
```
|
||||
|
||||
Return Askama template as HTML:
|
||||
```html
|
||||
<div class="result-item" hx-get="/api/kb/1" hx-trigger="click">
|
||||
<h3>Item 1</h3>
|
||||
<p class="snippet">...</p>
|
||||
<span class="meta">relevance: 0.95</span>
|
||||
</div>
|
||||
```
|
||||
|
||||
---
|
||||
|
||||
## Implementation Priority
|
||||
|
||||
### 🔴 CRITICAL (Quick Wins)
|
||||
|
||||
1. **Analytics Dashboard** - Pure SQL aggregation
|
||||
- Effort: 4-6 hours
|
||||
- No external dependencies
|
||||
- Just query existing tables
|
||||
|
||||
2. **Paper Documents** - Reuse Drive module
|
||||
- Effort: 2-3 hours
|
||||
- Use existing S3 integration
|
||||
- Minimal new code
|
||||
|
||||
3. **Research HTML Integration** - Change response format
|
||||
- Effort: 1-2 hours
|
||||
- KB search exists, just render differently
|
||||
- Add Askama template
|
||||
|
||||
### 🟡 IMPORTANT (Medium Effort)
|
||||
|
||||
4. **Sources Templates** - File enumeration
|
||||
- Effort: 2-3 hours
|
||||
- List Drive templates
|
||||
- Parse metadata
|
||||
|
||||
5. **Designer Bot Config** - Use existing compiler
|
||||
- Effort: 6-8 hours
|
||||
- BASIC compiler exists
|
||||
- Integrate with Drive storage
|
||||
|
||||
---
|
||||
|
||||
## Code Locations Reference
|
||||
|
||||
| Component | Location |
|
||||
|-----------|----------|
|
||||
| Database models | `botserver/src/schema.rs` |
|
||||
| Existing handlers | `botserver/src/{drive,tasks,email,calendar,meet}/mod.rs` |
|
||||
| BASIC compiler | `botserver/src/basic/compiler/mod.rs` |
|
||||
| AppState | `botserver/src/core/shared/state.rs` |
|
||||
| URL definitions | `botserver/src/core/urls.rs` |
|
||||
| Askama templates | `botserver/templates/` |
|
||||
| LLM module | `botserver/src/llm/mod.rs` |
|
||||
| Drive module | `botserver/src/drive/mod.rs` |
|
||||
|
||||
---
|
||||
|
||||
## Testing Strategy
|
||||
|
||||
### Manual Endpoint Testing
|
||||
|
||||
```bash
|
||||
# Test Analytics (when implemented)
|
||||
curl -X GET "http://localhost:3000/api/analytics/dashboard?timeRange=day"
|
||||
|
||||
# Test Paper documents (when implemented)
|
||||
curl -X GET "http://localhost:3000/api/documents"
|
||||
|
||||
# Test Research (update response format)
|
||||
curl -X GET "http://localhost:3000/api/kb/search?q=test"
|
||||
|
||||
# Test Sources (when implemented)
|
||||
curl -X GET "http://localhost:3000/api/sources?category=templates"
|
||||
|
||||
# Test Designer (when implemented)
|
||||
curl -X GET "http://localhost:3000/api/bots/bot-id/dialogs"
|
||||
```
|
||||
|
||||
### HTMX Integration Testing
|
||||
|
||||
1. Open browser DevTools Network tab
|
||||
2. Click button in UI that triggers HTMX
|
||||
3. Verify request goes to correct endpoint
|
||||
4. Verify response is HTML (not JSON)
|
||||
5. Verify HTMX swaps content into target element
|
||||
|
||||
---
|
||||
|
||||
## Key Principles
|
||||
|
||||
✅ **Use HTMX for UI interactions** - Let backend render HTML
|
||||
✅ **Reuse existing modules** - Drive, LLM, compiler already exist
|
||||
✅ **Minimal JavaScript** - Only `htmx-app.js` and `theme-manager.js` needed
|
||||
✅ **Return HTML from endpoints** - Use Askama templates
|
||||
✅ **Leverage AppState** - Database, Drive, LLM all available
|
||||
✅ **Keep features modular** - Each app independent, can be disabled
|
||||
|
||||
---
|
||||
|
||||
## Not Implemented (By Design)
|
||||
|
||||
- ❌ Player app (media viewer) - Use Drive file previews instead
|
||||
- ❌ Custom JavaScript per app - HTMX handles all interactions
|
||||
- ❌ GraphQL - REST API with HTMX is simpler
|
||||
- ❌ WebAssembly - Rust backend does heavy lifting
|
||||
2131
START_CODING_PROMPT.md
Normal file
2131
START_CODING_PROMPT.md
Normal file
File diff suppressed because it is too large
Load diff
240
docs/GAP_ANALYSIS.md
Normal file
240
docs/GAP_ANALYSIS.md
Normal file
|
|
@ -0,0 +1,240 @@
|
|||
# Documentation vs Source Code Gap Analysis
|
||||
|
||||
> Generated analysis comparing `botserver/src/` with `botserver/docs/`
|
||||
|
||||
## Summary
|
||||
|
||||
| Category | Documented | Implemented | Gap |
|
||||
|----------|------------|-------------|-----|
|
||||
| BASIC Keywords | ~65 | ~80+ | ~15 undocumented |
|
||||
| Source Modules | 18 | 24 | 6 undocumented |
|
||||
| Suite Apps | 14 | 14 | ✅ Complete |
|
||||
| REST APIs | 22 | 22 | ✅ Complete |
|
||||
|
||||
---
|
||||
|
||||
## 1. Undocumented BASIC Keywords
|
||||
|
||||
The following keywords exist in `src/basic/keywords/` but lack dedicated documentation pages:
|
||||
|
||||
### High Priority (Commonly Used)
|
||||
|
||||
| Keyword | Source File | Description |
|
||||
|---------|-------------|-------------|
|
||||
| `QR CODE` | `qrcode.rs` | Generates QR code images from data |
|
||||
| `SEND SMS` | `sms.rs` | Sends SMS messages via Twilio/AWS SNS/Vonage |
|
||||
| `PLAY` | `play.rs` | Opens content projector for videos, images, docs |
|
||||
| `REMEMBER` | `remember.rs` | Stores user memories with expiration |
|
||||
| `BOOK` | `book.rs` | Schedules calendar meetings/appointments |
|
||||
| `WEATHER` | `weather.rs` | Gets weather data (API documented, keyword not) |
|
||||
|
||||
### Medium Priority (Advanced Features)
|
||||
|
||||
| Keyword | Source File | Description |
|
||||
|---------|-------------|-------------|
|
||||
| `A2A` | `a2a_protocol.rs` | Agent-to-Agent communication protocol |
|
||||
| `ADD BOT` | `add_bot.rs` | Dynamically adds bots to session |
|
||||
| `ADD MEMBER` | `add_member.rs` | Adds members to groups/teams |
|
||||
| `ADD SUGGESTION` | `add_suggestion.rs` | Adds response suggestions |
|
||||
| `HUMAN APPROVAL` | `human_approval.rs` | Human-in-the-loop workflow |
|
||||
| `MODEL ROUTE` | `model_routing.rs` | Routes requests to different LLM models |
|
||||
| `SEND TEMPLATE` | `send_template.rs` | Sends WhatsApp/channel templates |
|
||||
| `SET USER` | `set_user.rs` | Sets current user context |
|
||||
|
||||
### Low Priority (Internal/Advanced)
|
||||
|
||||
| Keyword | Source File | Description |
|
||||
|---------|-------------|-------------|
|
||||
| `EPISODIC MEMORY` | `episodic_memory.rs` | Long-term episodic memory storage |
|
||||
| `KNOWLEDGE GRAPH` | `knowledge_graph.rs` | Knowledge graph operations |
|
||||
| `LLM` | `llm_keyword.rs` | Direct LLM invocation |
|
||||
| `MULTIMODAL` | `multimodal.rs` | Image/audio processing |
|
||||
| `PROCEDURE` | `procedures.rs` | BASIC procedure definitions |
|
||||
| `ON FORM SUBMIT` | `on_form_submit.rs` | Form submission handlers |
|
||||
| `IMPORT/EXPORT` | `import_export.rs` | Data import/export operations |
|
||||
|
||||
---
|
||||
|
||||
## 2. Undocumented Source Modules
|
||||
|
||||
### Modules Without Dedicated Documentation
|
||||
|
||||
| Module | Path | Purpose | Priority |
|
||||
|--------|------|---------|----------|
|
||||
| `attendance` | `src/attendance/` | Queue management for human attendants | Medium |
|
||||
| `timeseries` | `src/timeseries/` | InfluxDB 3 integration for metrics | Medium |
|
||||
| `weba` | `src/weba/` | Placeholder for web app features | Low |
|
||||
| `nvidia` | `src/nvidia/` | GPU acceleration (partially documented) | Low |
|
||||
| `multimodal` | `src/multimodal/` | Image/video processing | Medium |
|
||||
| `console` | `src/console/` | Admin console backend | Low |
|
||||
|
||||
### Modules With Partial Documentation
|
||||
|
||||
| Module | Missing Docs |
|
||||
|--------|--------------|
|
||||
| `llm` | LLM keyword syntax, model routing details |
|
||||
| `calendar` | CalDAV integration details, recurrence rules |
|
||||
| `meet` | WebRTC/LiveKit integration details |
|
||||
|
||||
---
|
||||
|
||||
## 3. Documentation Accuracy Issues
|
||||
|
||||
### Incorrect or Outdated References
|
||||
|
||||
1. **keyword-remember.md** - Referenced but file doesn't exist in SUMMARY.md
|
||||
2. **keyword-book.md** - Referenced in keyword-create-task.md but no file exists
|
||||
3. **keyword-weather.md** - API documented but keyword syntax not documented
|
||||
|
||||
### Missing from SUMMARY.md
|
||||
|
||||
These keyword files exist but aren't linked in SUMMARY.md:
|
||||
|
||||
- `keyword-synchronize.md`
|
||||
- `keyword-reference-complete.md`
|
||||
- Several template files
|
||||
|
||||
---
|
||||
|
||||
## 4. API Endpoint Gaps
|
||||
|
||||
### Suite App Backend APIs (Recently Implemented)
|
||||
|
||||
| App | Endpoints | Status |
|
||||
|-----|-----------|--------|
|
||||
| Analytics | 12 endpoints | ✅ Implemented |
|
||||
| Paper | 20+ endpoints | ✅ Implemented |
|
||||
| Research | 8 endpoints | ✅ Implemented |
|
||||
| Sources | 7 endpoints | ✅ Implemented |
|
||||
| Designer | 5 endpoints | ✅ Implemented |
|
||||
|
||||
### Undocumented Internal APIs
|
||||
|
||||
| API | Path | Purpose |
|
||||
|-----|------|---------|
|
||||
| Queue API | `/api/queue/*` | Human attendant queue management |
|
||||
| TimeSeries API | N/A | Metrics ingestion (internal only) |
|
||||
|
||||
---
|
||||
|
||||
## 5. Recommended Documentation Additions
|
||||
|
||||
### Immediate Priority
|
||||
|
||||
1. **Create `keyword-qrcode.md`**
|
||||
```basic
|
||||
' Generate QR code
|
||||
path = QR CODE "https://example.com"
|
||||
SEND FILE path
|
||||
|
||||
' With custom size
|
||||
path = QR CODE "data", 512
|
||||
```
|
||||
|
||||
2. **Create `keyword-sms.md`**
|
||||
```basic
|
||||
' Send SMS
|
||||
SEND SMS "+1234567890", "Hello!"
|
||||
|
||||
' With provider
|
||||
SEND SMS phone, message, "twilio"
|
||||
```
|
||||
|
||||
3. **Create `keyword-play.md`**
|
||||
```basic
|
||||
' Play video
|
||||
PLAY "video.mp4"
|
||||
|
||||
' With options
|
||||
PLAY "presentation.pptx" WITH OPTIONS "fullscreen"
|
||||
```
|
||||
|
||||
4. **Create `keyword-remember.md`**
|
||||
```basic
|
||||
' Remember with expiration
|
||||
REMEMBER "user_preference", "dark_mode", "30 days"
|
||||
|
||||
' Recall later
|
||||
pref = RECALL "user_preference"
|
||||
```
|
||||
|
||||
5. **Create `keyword-book.md`**
|
||||
```basic
|
||||
' Book a meeting
|
||||
BOOK "Team Standup" WITH user1, user2 AT "2025-01-20 10:00" FOR 30
|
||||
```
|
||||
|
||||
### Medium Priority
|
||||
|
||||
1. **Document TimeSeries module** - Add to appendix or chapter-11
|
||||
2. **Document Attendance/Queue system** - Add to chapter-10 APIs
|
||||
3. **Expand Multimodal docs** - Add keyword reference
|
||||
4. **Create A2A Protocol guide** - Multi-agent communication
|
||||
|
||||
### Low Priority
|
||||
|
||||
1. Add advanced LLM routing documentation
|
||||
2. Document internal console APIs
|
||||
3. Add GPU acceleration tuning guide
|
||||
|
||||
---
|
||||
|
||||
## 6. Consistency Issues
|
||||
|
||||
### Naming Conventions
|
||||
|
||||
| Issue | Location | Fix |
|
||||
|-------|----------|-----|
|
||||
| `keyword-for-each.md` vs `for_next.rs` | Inconsistent naming | Document both FOR EACH and FOR/NEXT |
|
||||
| `keyword-delete-http.md` vs `DELETE` | Overlap | Clarify HTTP DELETE vs data DELETE |
|
||||
|
||||
### Missing Cross-References
|
||||
|
||||
- Paper app docs don't reference .gbusers storage (FIXED)
|
||||
- Calendar docs don't reference BOOK keyword
|
||||
- Meet docs don't reference video/audio keywords
|
||||
|
||||
---
|
||||
|
||||
## 7. Action Items
|
||||
|
||||
### High Priority
|
||||
- [ ] Create 5 missing keyword docs (QR CODE, SMS, PLAY, REMEMBER, BOOK)
|
||||
- [ ] Add WEATHER keyword syntax to weather.md
|
||||
- [ ] Fix broken references in existing docs
|
||||
|
||||
### Medium Priority
|
||||
- [ ] Document attendance/queue module
|
||||
- [ ] Add timeseries module to appendix
|
||||
- [ ] Create A2A protocol guide
|
||||
- [ ] Add multimodal keyword reference
|
||||
|
||||
### Low Priority
|
||||
- [ ] Document internal console APIs
|
||||
- [ ] Add advanced configuration examples
|
||||
- [ ] Create video tutorials references
|
||||
|
||||
---
|
||||
|
||||
## 8. Verification Commands
|
||||
|
||||
```bash
|
||||
# List all keyword files in src
|
||||
ls botserver/src/basic/keywords/*.rs | wc -l
|
||||
|
||||
# List all keyword docs
|
||||
ls botserver/docs/src/chapter-06-gbdialog/keyword-*.md | wc -l
|
||||
|
||||
# Find references to undocumented keywords
|
||||
grep -r "QRCODE\|QR CODE\|SEND SMS\|PLAY\|REMEMBER\|BOOK" botserver/docs/
|
||||
|
||||
# Check for broken links in SUMMARY.md
|
||||
grep -oP '\./[^)]+\.md' botserver/docs/src/SUMMARY.md | while read f; do
|
||||
[ ! -f "botserver/docs/src/$f" ] && echo "Missing: $f"
|
||||
done
|
||||
```
|
||||
|
||||
---
|
||||
|
||||
*Last updated: 2025-01-20*
|
||||
*Analyzed modules: 24 source directories, 100+ documentation files*
|
||||
|
|
@ -31,7 +31,7 @@
|
|||
- [Vector Collections](./chapter-03/vector-collections.md)
|
||||
- [Document Indexing](./chapter-03/indexing.md)
|
||||
- [Semantic Search](./chapter-03/semantic-search.md)
|
||||
- [Context Compaction](./chapter-03/context-compaction.md)
|
||||
- [Episodic Memory](./chapter-03/episodic-memory.md)
|
||||
- [Semantic Caching](./chapter-03/caching.md)
|
||||
|
||||
# Part IV - User Interface
|
||||
|
|
@ -83,6 +83,22 @@
|
|||
- [start.bas](./chapter-06-gbdialog/templates/start.md)
|
||||
- [enrollment.bas](./chapter-06-gbdialog/templates/enrollment.md)
|
||||
- [auth.bas](./chapter-06-gbdialog/templates/auth.md)
|
||||
- [ai-search.bas](./chapter-06-gbdialog/templates/ai-search.md)
|
||||
- [analytics-dashboard.bas](./chapter-06-gbdialog/templates/analytics-dashboard.md)
|
||||
- [announcements.bas](./chapter-06-gbdialog/templates/announcements.md)
|
||||
- [backup.bas](./chapter-06-gbdialog/templates/backup.md)
|
||||
- [bank.bas](./chapter-06-gbdialog/templates/bank.md)
|
||||
- [broadcast.bas](./chapter-06-gbdialog/templates/broadcast.md)
|
||||
- [default.bas](./chapter-06-gbdialog/templates/default.md)
|
||||
- [edu.bas](./chapter-06-gbdialog/templates/edu.md)
|
||||
- [employees.bas](./chapter-06-gbdialog/templates/employees.md)
|
||||
- [erp.bas](./chapter-06-gbdialog/templates/erp.md)
|
||||
- [helpdesk.bas](./chapter-06-gbdialog/templates/helpdesk.md)
|
||||
- [privacy.bas](./chapter-06-gbdialog/templates/privacy.md)
|
||||
- [sales-pipeline.bas](./chapter-06-gbdialog/templates/sales-pipeline.md)
|
||||
- [store.bas](./chapter-06-gbdialog/templates/store.md)
|
||||
- [talk-to-data.bas](./chapter-06-gbdialog/templates/talk-to-data.md)
|
||||
- [whatsapp.bas](./chapter-06-gbdialog/templates/whatsapp.md)
|
||||
- [Consolidated Examples](./chapter-06-gbdialog/examples-consolidated.md)
|
||||
- [Data Sync Tools](./chapter-06-gbdialog/tools-data-sync.md)
|
||||
- [Keywords Reference](./chapter-06-gbdialog/keywords.md)
|
||||
|
|
@ -96,12 +112,12 @@
|
|||
- [REMEMBER / RECALL](./chapter-06-gbdialog/keyword-remember.md)
|
||||
- [BOOK / BOOK_MEETING](./chapter-06-gbdialog/keyword-book.md)
|
||||
- [WEATHER / FORECAST](./chapter-06-gbdialog/keyword-weather.md)
|
||||
- [A2A Protocol](./chapter-06-gbdialog/keyword-a2a.md)
|
||||
- [ADD BOT](./chapter-06-gbdialog/keyword-add-bot.md)
|
||||
- [ADD MEMBER](./chapter-06-gbdialog/keyword-add-member.md)
|
||||
- [HUMAN APPROVAL](./chapter-06-gbdialog/keyword-human-approval.md)
|
||||
- [ADD SUGGESTION](./chapter-06-gbdialog/keyword-add-suggestion.md)
|
||||
- [MODEL ROUTE](./chapter-06-gbdialog/keyword-model-route.md)
|
||||
- [SEND TEMPLATE](./chapter-06-gbdialog/keyword-send-template.md)
|
||||
- [SET USER](./chapter-06-gbdialog/keyword-set-user.md)
|
||||
- [USE MODEL](./chapter-06-gbdialog/keyword-use-model.md)
|
||||
- [DELEGATE TO BOT](./chapter-06-gbdialog/keyword-delegate-to-bot.md)
|
||||
- [BOT REFLECTION](./chapter-06-gbdialog/keyword-bot-reflection.md)
|
||||
|
|
|
|||
|
|
@ -61,7 +61,7 @@ Production deployments benefit from more substantial resources. Plan for 16GB of
|
|||
|
||||
## Configuration
|
||||
|
||||
Bot configuration uses `config.csv` files with key-value parameters. Server settings like `server_host` and `server_port` control where the UI server listens. LLM configuration through `llm-url` and `llm-model` specifies which language model to use. Email settings including `email-from` and `email-server` enable outbound email functionality. UI customization parameters like `theme-color1`, `theme-color2`, `theme-title`, and `theme-logo` brand the interface. Conversation settings such as `prompt-history` and `prompt-compact` tune how context is managed. Refer to the config.csv files in bot packages for the complete list of available parameters.
|
||||
Bot configuration uses `config.csv` files with key-value parameters. Server settings like `server_host` and `server_port` control where the UI server listens. LLM configuration through `llm-url` and `llm-model` specifies which language model to use. Email settings including `email-from` and `email-server` enable outbound email functionality. UI customization parameters like `theme-color1`, `theme-color2`, `theme-title`, and `theme-logo` brand the interface. Conversation settings such as `episodic-memory-history` and `episodic-memory-threshold` tune how context is managed. Refer to the config.csv files in bot packages for the complete list of available parameters.
|
||||
|
||||
|
||||
## Bot Package Structure
|
||||
|
|
|
|||
|
|
@ -250,7 +250,7 @@ You can also configure per-bot settings in `config.csv`:
|
|||
name,value
|
||||
server_port,8080
|
||||
llm-url,http://localhost:8081
|
||||
prompt-compact,4
|
||||
episodic-memory-threshold,4
|
||||
theme-color1,#0d2b55
|
||||
```
|
||||
|
||||
|
|
|
|||
|
|
@ -216,8 +216,8 @@ TALK "✅ Action completed successfully!"
|
|||
|
||||
```csv
|
||||
name,value
|
||||
prompt-history,2
|
||||
prompt-compact,4
|
||||
episodic-memory-history,2
|
||||
episodic-memory-threshold,4
|
||||
theme-color1,#1565C0
|
||||
theme-color2,#E3F2FD
|
||||
theme-logo,https://pragmatismo.com.br/icons/general-bots.svg
|
||||
|
|
|
|||
|
|
@ -50,11 +50,11 @@ embedding-model,../../../../data/llm/bge-small-en-v1.5-f32.gguf
|
|||
The system manages conversation context through these parameters:
|
||||
|
||||
```csv
|
||||
prompt-history,2 # Number of previous messages to include in context
|
||||
prompt-compact,4 # Compact conversation after N exchanges
|
||||
episodic-memory-history,2 # Number of previous messages to include in context
|
||||
episodic-memory-threshold,4 # Compact conversation after N exchanges
|
||||
```
|
||||
|
||||
The `prompt-history` setting keeps the last 2 exchanges in the conversation context, providing continuity without excessive token usage. The `prompt-compact` setting triggers summarization or removal of older messages after 4 exchanges to save tokens while preserving essential context.
|
||||
The `episodic-memory-history` setting keeps the last 2 exchanges in the conversation context, providing continuity without excessive token usage. The `episodic-memory-threshold` setting triggers summarization or removal of older messages after 4 exchanges to save tokens while preserving essential context.
|
||||
|
||||
## Cache Storage
|
||||
|
||||
|
|
|
|||
|
|
@ -1,25 +1,25 @@
|
|||
# Context Compaction
|
||||
# Episodic Memory
|
||||
|
||||
Context compaction automatically manages conversation history to stay within token limits while preserving important information.
|
||||
Episodic memory automatically manages conversation history to stay within token limits while preserving important information through intelligent summarization.
|
||||
|
||||
## How It Works
|
||||
|
||||
Context compaction is controlled by two parameters in `config.csv`:
|
||||
Episodic memory is controlled by two parameters in `config.csv`:
|
||||
|
||||
```csv
|
||||
prompt-history,2 # Keep last 2 message exchanges
|
||||
prompt-compact,4 # Compact after 4 total exchanges
|
||||
episodic-memory-history,2 # Keep last 2 message exchanges
|
||||
episodic-memory-threshold,4 # Compact after 4 total exchanges
|
||||
```
|
||||
|
||||
## Configuration Parameters
|
||||
|
||||
### prompt-history
|
||||
### episodic-memory-history
|
||||
Determines how many previous exchanges to include in the LLM context:
|
||||
- Default: `2` (keeps last 2 user messages and 2 bot responses)
|
||||
- Range: 1-10 depending on your token budget
|
||||
- Higher values = more context but more tokens used
|
||||
|
||||
### prompt-compact
|
||||
### episodic-memory-threshold
|
||||
Triggers compaction after N exchanges:
|
||||
- Default: `4` (compacts conversation after 4 back-and-forth exchanges)
|
||||
- When reached, older messages are summarized or removed
|
||||
|
|
@ -29,28 +29,29 @@ Triggers compaction after N exchanges:
|
|||
|
||||
The system automatically:
|
||||
1. Tracks conversation length
|
||||
2. When exchanges exceed `prompt-compact` value
|
||||
3. Keeps only the last `prompt-history` exchanges
|
||||
4. Older messages are dropped from context
|
||||
2. When exchanges exceed `episodic-memory-threshold` value
|
||||
3. Summarizes older messages using LLM
|
||||
4. Keeps only the last `episodic-memory-history` exchanges in full
|
||||
5. Stores summary as an "episodic memory" for context
|
||||
|
||||
## Example Flow
|
||||
|
||||
With default settings (`prompt-history=2`, `prompt-compact=4`):
|
||||
With default settings (`episodic-memory-history=2`, `episodic-memory-threshold=4`):
|
||||
|
||||
```
|
||||
Exchange 1: User asks, bot responds
|
||||
Exchange 2: User asks, bot responds
|
||||
Exchange 3: User asks, bot responds
|
||||
Exchange 4: User asks, bot responds
|
||||
Exchange 5: Compaction triggers - only exchanges 3-4 kept
|
||||
Exchange 6: Only exchanges 4-5 in context
|
||||
Exchange 5: Episodic memory created - exchanges 1-2 summarized, 3-4 kept in full
|
||||
Exchange 6: Context = [episodic summary] + exchanges 4-5
|
||||
```
|
||||
|
||||
### Visual Flow Diagram
|
||||
|
||||
<svg width="600" height="400" viewBox="0 0 600 400" xmlns="http://www.w3.org/2000/svg" style="background: transparent;">
|
||||
<!-- Title -->
|
||||
<text x="300" y="25" text-anchor="middle" font-family="Arial, sans-serif" font-size="16" font-weight="bold" fill="currentColor">Context Compaction Flow</text>
|
||||
<text x="300" y="25" text-anchor="middle" font-family="Arial, sans-serif" font-size="16" font-weight="bold" fill="currentColor">Episodic Memory Flow</text>
|
||||
|
||||
<!-- Conversation History -->
|
||||
<rect x="200" y="50" width="200" height="40" fill="none" stroke="currentColor" stroke-width="2" rx="5"/>
|
||||
|
|
@ -69,7 +70,7 @@ Exchange 6: Only exchanges 4-5 in context
|
|||
<!-- Decision Diamond -->
|
||||
<path d="M 300 170 L 380 210 L 300 250 L 220 210 Z" fill="none" stroke="currentColor" stroke-width="2"/>
|
||||
<text x="300" y="205" text-anchor="middle" font-family="Arial, sans-serif" font-size="11" fill="currentColor">Exceeds</text>
|
||||
<text x="300" y="220" text-anchor="middle" font-family="Arial, sans-serif" font-size="11" fill="currentColor">prompt-compact?</text>
|
||||
<text x="300" y="220" text-anchor="middle" font-family="Arial, sans-serif" font-size="11" fill="currentColor">episodic-memory-threshold?</text>
|
||||
|
||||
<!-- No branch (left) -->
|
||||
<path d="M 220 210 L 150 210 L 150 280" stroke="currentColor" stroke-width="2" fill="none" marker-end="url(#arrowhead)" opacity="0.7"/>
|
||||
|
|
@ -83,10 +84,10 @@ Exchange 6: Only exchanges 4-5 in context
|
|||
<path d="M 380 210 L 450 210 L 450 280" stroke="currentColor" stroke-width="2" fill="none" marker-end="url(#arrowhead)" opacity="0.7"/>
|
||||
<text x="465" y="205" text-anchor="start" font-family="Arial, sans-serif" font-size="10" fill="currentColor" opacity="0.7">Yes</text>
|
||||
|
||||
<!-- Keep Last N -->
|
||||
<!-- Summarize + Keep Last N -->
|
||||
<rect x="350" y="280" width="200" height="40" fill="none" stroke="currentColor" stroke-width="2" rx="5"/>
|
||||
<text x="450" y="295" text-anchor="middle" font-family="Arial, sans-serif" font-size="12" fill="currentColor">Keep Last prompt-history</text>
|
||||
<text x="450" y="310" text-anchor="middle" font-family="Arial, sans-serif" font-size="12" fill="currentColor">Exchanges</text>
|
||||
<text x="450" y="295" text-anchor="middle" font-family="Arial, sans-serif" font-size="12" fill="currentColor">Summarize Old + Keep Last</text>
|
||||
<text x="450" y="310" text-anchor="middle" font-family="Arial, sans-serif" font-size="12" fill="currentColor">episodic-memory-history</text>
|
||||
|
||||
<!-- Converge paths -->
|
||||
<path d="M 150 320 L 150 340 L 300 340" stroke="currentColor" stroke-width="2" fill="none" opacity="0.7"/>
|
||||
|
|
@ -109,43 +110,45 @@ Exchange 6: Only exchanges 4-5 in context
|
|||
|
||||
- **Automatic management** - No manual intervention needed
|
||||
- **Token efficiency** - Stay within model limits
|
||||
- **Relevant context** - Keeps recent, important exchanges
|
||||
- **Context preservation** - Important info kept via summaries
|
||||
- **Relevant context** - Keeps recent exchanges in full
|
||||
- **Cost savings** - Fewer tokens = lower API costs
|
||||
|
||||
## Adjusting Settings
|
||||
|
||||
### For longer context:
|
||||
```csv
|
||||
prompt-history,5 # Keep more history
|
||||
prompt-compact,10 # Compact less frequently
|
||||
episodic-memory-history,5 # Keep more history in full
|
||||
episodic-memory-threshold,10 # Summarize less frequently
|
||||
```
|
||||
|
||||
### For minimal context:
|
||||
```csv
|
||||
prompt-history,1 # Only last exchange
|
||||
prompt-compact,2 # Compact aggressively
|
||||
episodic-memory-history,1 # Only last exchange in full
|
||||
episodic-memory-threshold,2 # Summarize aggressively
|
||||
```
|
||||
|
||||
## Use Cases
|
||||
|
||||
### Customer Support
|
||||
- Lower values work well (customers ask independent questions)
|
||||
- `prompt-history,1` and `prompt-compact,2`
|
||||
- `episodic-memory-history,1` and `episodic-memory-threshold,2`
|
||||
|
||||
### Complex Discussions
|
||||
- Higher values needed (maintain conversation flow)
|
||||
- `prompt-history,4` and `prompt-compact,8`
|
||||
- `episodic-memory-history,4` and `episodic-memory-threshold,8`
|
||||
|
||||
### FAQ Bots
|
||||
- Minimal context needed (each question is standalone)
|
||||
- `prompt-history,1` and `prompt-compact,2`
|
||||
- `episodic-memory-history,1` and `episodic-memory-threshold,2`
|
||||
|
||||
## Important Notes
|
||||
|
||||
- Compaction is automatic based on config.csv
|
||||
- No BASIC commands control compaction
|
||||
- Episodic memory is automatic based on config.csv
|
||||
- Summaries are created using the configured LLM
|
||||
- Settings apply to all conversations
|
||||
- Changes require bot restart
|
||||
- Summaries are stored with role "episodic" in message history
|
||||
|
||||
## Best Practices
|
||||
|
||||
|
|
@ -87,8 +87,8 @@ Semantic search uses sensible defaults. Two settings affect context:
|
|||
|
||||
```csv
|
||||
name,value
|
||||
prompt-history,2 # Previous exchanges to include
|
||||
prompt-compact,4 # When to compress older context
|
||||
episodic-memory-history,2 # Previous exchanges to include
|
||||
episodic-memory-threshold,4 # When to compress older context
|
||||
```
|
||||
|
||||
## See Also
|
||||
|
|
|
|||
|
|
@ -1,73 +0,0 @@
|
|||
# A2A Protocol Keywords
|
||||
|
||||
Agent-to-Agent (A2A) protocol enables communication between multiple bots in a session.
|
||||
|
||||
## Keywords
|
||||
|
||||
| Keyword | Purpose |
|
||||
|---------|---------|
|
||||
| `SEND TO BOT` | Send message to specific bot |
|
||||
| `BROADCAST` | Send message to all bots |
|
||||
| `COLLABORATE WITH` | Request collaboration on a task |
|
||||
| `WAIT FOR BOT` | Wait for response from another bot |
|
||||
| `DELEGATE CONVERSATION` | Hand off conversation to another bot |
|
||||
| `GET A2A MESSAGES` | Retrieve pending messages |
|
||||
|
||||
## SEND TO BOT
|
||||
|
||||
```basic
|
||||
result = SEND TO BOT "assistant-bot", "Please help with this query"
|
||||
```
|
||||
|
||||
## BROADCAST
|
||||
|
||||
```basic
|
||||
BROADCAST "New customer request received"
|
||||
```
|
||||
|
||||
## COLLABORATE WITH
|
||||
|
||||
```basic
|
||||
bots = ["research-bot", "writing-bot"]
|
||||
result = COLLABORATE WITH bots, "Write a market analysis report"
|
||||
```
|
||||
|
||||
## WAIT FOR BOT
|
||||
|
||||
```basic
|
||||
SEND TO BOT "analysis-bot", "Analyze this data"
|
||||
response = WAIT FOR BOT "analysis-bot", 30 ' 30 second timeout
|
||||
```
|
||||
|
||||
## DELEGATE CONVERSATION
|
||||
|
||||
```basic
|
||||
DELEGATE CONVERSATION TO "support-bot"
|
||||
```
|
||||
|
||||
## Message Types
|
||||
|
||||
| Type | Description |
|
||||
|------|-------------|
|
||||
| `Request` | Request action from another agent |
|
||||
| `Response` | Response to a request |
|
||||
| `Broadcast` | Message to all agents |
|
||||
| `Delegate` | Hand off conversation |
|
||||
| `Collaborate` | Multi-agent collaboration |
|
||||
| `Ack` | Acknowledgment |
|
||||
| `Error` | Error response |
|
||||
|
||||
## Configuration
|
||||
|
||||
Add to `config.csv`:
|
||||
|
||||
```csv
|
||||
a2a-enabled,true
|
||||
a2a-timeout,30
|
||||
a2a-max-hops,5
|
||||
```
|
||||
|
||||
## See Also
|
||||
|
||||
- [Multi-Agent Keywords](./keywords-multi-agent.md)
|
||||
- [DELEGATE TO BOT](./keyword-delegate-to-bot.md)
|
||||
82
docs/src/chapter-06-gbdialog/keyword-add-suggestion.md
Normal file
82
docs/src/chapter-06-gbdialog/keyword-add-suggestion.md
Normal file
|
|
@ -0,0 +1,82 @@
|
|||
# ADD SUGGESTION / CLEAR SUGGESTIONS Keywords
|
||||
|
||||
Display quick-reply suggestion buttons to users during conversations.
|
||||
|
||||
## Keywords
|
||||
|
||||
| Keyword | Purpose |
|
||||
|---------|---------|
|
||||
| `ADD SUGGESTION` | Add a suggestion button |
|
||||
| `CLEAR SUGGESTIONS` | Remove all suggestions |
|
||||
|
||||
## ADD SUGGESTION
|
||||
|
||||
```basic
|
||||
ADD SUGGESTION "Yes"
|
||||
ADD SUGGESTION "No"
|
||||
ADD SUGGESTION "Maybe later"
|
||||
```
|
||||
|
||||
With action data:
|
||||
|
||||
```basic
|
||||
ADD SUGGESTION "View Order", "action:view_order"
|
||||
ADD SUGGESTION "Track Package", "action:track"
|
||||
```
|
||||
|
||||
## CLEAR SUGGESTIONS
|
||||
|
||||
```basic
|
||||
CLEAR SUGGESTIONS
|
||||
```
|
||||
|
||||
## Example: Product Selection
|
||||
|
||||
```basic
|
||||
TALK "What type of product are you interested in?"
|
||||
|
||||
ADD SUGGESTION "Electronics"
|
||||
ADD SUGGESTION "Clothing"
|
||||
ADD SUGGESTION "Home & Garden"
|
||||
ADD SUGGESTION "Books"
|
||||
|
||||
HEAR choice
|
||||
CLEAR SUGGESTIONS
|
||||
|
||||
TALK "Great! Let me show you our " + choice + " collection."
|
||||
```
|
||||
|
||||
## Example: Confirmation Flow
|
||||
|
||||
```basic
|
||||
TALK "Your order total is $99.00. Would you like to proceed?"
|
||||
|
||||
ADD SUGGESTION "Confirm Order"
|
||||
ADD SUGGESTION "Modify Cart"
|
||||
ADD SUGGESTION "Cancel"
|
||||
|
||||
HEAR response
|
||||
CLEAR SUGGESTIONS
|
||||
```
|
||||
|
||||
## Behavior
|
||||
|
||||
- Suggestions appear as clickable buttons in supported channels
|
||||
- Clicking a suggestion sends its text as user input
|
||||
- Suggestions persist until cleared or new ones are added
|
||||
- Maximum suggestions varies by channel (typically 3-10)
|
||||
|
||||
## Channel Support
|
||||
|
||||
| Channel | Supported | Max Buttons |
|
||||
|---------|-----------|-------------|
|
||||
| WhatsApp | ✅ | 3 |
|
||||
| Telegram | ✅ | 8 |
|
||||
| Web Chat | ✅ | 10 |
|
||||
| SMS | ❌ | N/A |
|
||||
|
||||
## See Also
|
||||
|
||||
- [TALK](./keyword-talk.md)
|
||||
- [HEAR](./keyword-hear.md)
|
||||
- [CARD](./keyword-card.md)
|
||||
|
|
@ -1,93 +0,0 @@
|
|||
# HUMAN APPROVAL Keywords
|
||||
|
||||
Pause bot execution until a human reviews and approves, rejects, or modifies a pending action.
|
||||
|
||||
## Keywords
|
||||
|
||||
| Keyword | Purpose |
|
||||
|---------|---------|
|
||||
| `REQUEST APPROVAL` | Submit action for human review |
|
||||
| `WAIT FOR APPROVAL` | Pause until approval received |
|
||||
| `CHECK APPROVAL` | Check approval status without blocking |
|
||||
|
||||
## REQUEST APPROVAL
|
||||
|
||||
```basic
|
||||
approval_id = REQUEST APPROVAL "Transfer $5000 to vendor account"
|
||||
```
|
||||
|
||||
With metadata:
|
||||
|
||||
```basic
|
||||
approval_id = REQUEST APPROVAL "Delete customer records", "compliance-team", "high"
|
||||
```
|
||||
|
||||
## WAIT FOR APPROVAL
|
||||
|
||||
```basic
|
||||
approval_id = REQUEST APPROVAL "Publish marketing campaign"
|
||||
result = WAIT FOR APPROVAL approval_id, 3600 ' Wait up to 1 hour
|
||||
|
||||
IF result.status = "approved" THEN
|
||||
TALK "Campaign published!"
|
||||
ELSE
|
||||
TALK "Campaign rejected: " + result.reason
|
||||
END IF
|
||||
```
|
||||
|
||||
## CHECK APPROVAL
|
||||
|
||||
Non-blocking status check:
|
||||
|
||||
```basic
|
||||
status = CHECK APPROVAL approval_id
|
||||
|
||||
TALK "Current status: " + status.state
|
||||
```
|
||||
|
||||
## Approval States
|
||||
|
||||
| State | Description |
|
||||
|-------|-------------|
|
||||
| `pending` | Awaiting human review |
|
||||
| `approved` | Action approved |
|
||||
| `rejected` | Action denied |
|
||||
| `modified` | Approved with changes |
|
||||
| `expired` | Timeout reached |
|
||||
|
||||
## Example: Financial Approval Workflow
|
||||
|
||||
```basic
|
||||
' Large transaction approval
|
||||
amount = 10000
|
||||
approval_id = REQUEST APPROVAL "Wire transfer: $" + amount, "finance-team", "critical"
|
||||
|
||||
TALK "Your transfer request has been submitted for approval."
|
||||
TALK "You'll be notified when reviewed."
|
||||
|
||||
result = WAIT FOR APPROVAL approval_id, 86400 ' 24 hour timeout
|
||||
|
||||
SWITCH result.status
|
||||
CASE "approved"
|
||||
TALK "Transfer approved by " + result.approver
|
||||
CASE "rejected"
|
||||
TALK "Transfer denied: " + result.reason
|
||||
CASE "expired"
|
||||
TALK "Request expired. Please resubmit."
|
||||
END SWITCH
|
||||
```
|
||||
|
||||
## Configuration
|
||||
|
||||
Add to `config.csv`:
|
||||
|
||||
```csv
|
||||
approval-timeout-default,3600
|
||||
approval-notify-channel,slack
|
||||
approval-escalation-hours,4
|
||||
```
|
||||
|
||||
## See Also
|
||||
|
||||
- [WAIT](./keyword-wait.md)
|
||||
- [SEND MAIL](./keyword-send-mail.md)
|
||||
|
|
@ -6,23 +6,27 @@ Route LLM requests to different models based on task type, cost, or capability r
|
|||
|
||||
| Keyword | Purpose |
|
||||
|---------|---------|
|
||||
| `MODEL ROUTE` | Route request to appropriate model |
|
||||
| `SET MODEL ROUTE` | Configure routing rules |
|
||||
| `GET MODEL ROUTES` | List configured routes |
|
||||
| `USE MODEL` | Select a specific model for next request |
|
||||
| `SET MODEL ROUTING` | Configure routing strategy |
|
||||
| `GET CURRENT MODEL` | Get active model name |
|
||||
| `LIST MODELS` | List available models |
|
||||
|
||||
## MODEL ROUTE
|
||||
## USE MODEL
|
||||
|
||||
```basic
|
||||
response = MODEL ROUTE "complex-analysis", user_query
|
||||
USE MODEL "fast"
|
||||
response = ASK "Quick question about the weather"
|
||||
|
||||
USE MODEL "quality"
|
||||
response = ASK "Analyze this complex legal document"
|
||||
```
|
||||
|
||||
## SET MODEL ROUTE
|
||||
## SET MODEL ROUTING
|
||||
|
||||
```basic
|
||||
SET MODEL ROUTE "fast", "gpt-3.5-turbo"
|
||||
SET MODEL ROUTE "smart", "gpt-4o"
|
||||
SET MODEL ROUTE "code", "claude-sonnet"
|
||||
SET MODEL ROUTE "vision", "gpt-4o"
|
||||
SET MODEL ROUTING "auto"
|
||||
SET MODEL ROUTING "cost"
|
||||
SET MODEL ROUTING "manual"
|
||||
```
|
||||
|
||||
## Routing Strategies
|
||||
|
|
@ -30,19 +34,24 @@ SET MODEL ROUTE "vision", "gpt-4o"
|
|||
| Strategy | Description |
|
||||
|----------|-------------|
|
||||
| `manual` | Explicitly specify model per request |
|
||||
| `auto` | Auto-select based on task complexity |
|
||||
| `cost` | Prefer cheaper models when possible |
|
||||
| `capability` | Match model to task requirements |
|
||||
| `fallback` | Try models in order until success |
|
||||
| `quality` | Always use highest quality model |
|
||||
|
||||
## Example: Cost-Optimized Routing
|
||||
## GET CURRENT MODEL
|
||||
|
||||
```basic
|
||||
SET MODEL ROUTE "default", "gpt-3.5-turbo"
|
||||
SET MODEL ROUTE "complex", "gpt-4o"
|
||||
model = GET CURRENT MODEL
|
||||
TALK "Currently using: " + model
|
||||
```
|
||||
|
||||
' Simple queries use fast/cheap model
|
||||
' Complex analysis uses more capable model
|
||||
response = MODEL ROUTE "complex", "Analyze market trends for Q4"
|
||||
## LIST MODELS
|
||||
|
||||
```basic
|
||||
models = LIST MODELS
|
||||
FOR EACH m IN models
|
||||
TALK m.name + " - " + m.description
|
||||
NEXT
|
||||
```
|
||||
|
||||
## Configuration
|
||||
|
|
@ -50,9 +59,23 @@ response = MODEL ROUTE "complex", "Analyze market trends for Q4"
|
|||
Add to `config.csv`:
|
||||
|
||||
```csv
|
||||
model-routing-strategy,capability
|
||||
llm-models,default;fast;quality;code
|
||||
model-routing-strategy,auto
|
||||
model-default,gpt-3.5-turbo
|
||||
model-fallback,gpt-4o
|
||||
model-fast,gpt-3.5-turbo
|
||||
model-quality,gpt-4o
|
||||
model-code,claude-sonnet
|
||||
```
|
||||
|
||||
## Example: Task-Based Routing
|
||||
|
||||
```basic
|
||||
USE MODEL "code"
|
||||
code_review = ASK "Review this function for bugs: " + code
|
||||
|
||||
USE MODEL "fast"
|
||||
TALK "Here's what I found:"
|
||||
TALK code_review
|
||||
```
|
||||
|
||||
## See Also
|
||||
|
|
|
|||
62
docs/src/chapter-06-gbdialog/keyword-set-user.md
Normal file
62
docs/src/chapter-06-gbdialog/keyword-set-user.md
Normal file
|
|
@ -0,0 +1,62 @@
|
|||
# SET USER Keyword
|
||||
|
||||
Switch the current user context within a script execution.
|
||||
|
||||
## Syntax
|
||||
|
||||
```basic
|
||||
SET USER user_id
|
||||
```
|
||||
|
||||
## Parameters
|
||||
|
||||
| Parameter | Type | Description |
|
||||
|-----------|------|-------------|
|
||||
| `user_id` | String (UUID) | The UUID of the user to switch to |
|
||||
|
||||
## Description
|
||||
|
||||
The `SET USER` keyword changes the active user context for subsequent operations in the script. This is useful for administrative scripts that need to perform actions on behalf of different users.
|
||||
|
||||
## Example
|
||||
|
||||
```basic
|
||||
' Admin script to update user preferences
|
||||
SET USER "550e8400-e29b-41d4-a716-446655440000"
|
||||
SET USER MEMORY "theme", "dark"
|
||||
SET USER MEMORY "language", "pt-BR"
|
||||
|
||||
TALK "User preferences updated."
|
||||
```
|
||||
|
||||
## Example: Batch User Operations
|
||||
|
||||
```basic
|
||||
' Process multiple users
|
||||
users = GET "SELECT id FROM users WHERE needs_update = true"
|
||||
|
||||
FOR EACH user IN users
|
||||
SET USER user.id
|
||||
SET USER MEMORY "migrated", "true"
|
||||
SEND MAIL user.email, "Account Updated", "Your account has been migrated."
|
||||
NEXT
|
||||
```
|
||||
|
||||
## Use Cases
|
||||
|
||||
- Administrative batch operations
|
||||
- Multi-tenant management scripts
|
||||
- User impersonation for support
|
||||
- Scheduled maintenance tasks
|
||||
|
||||
## Security
|
||||
|
||||
- Requires admin privileges to execute
|
||||
- All actions are logged with original admin identity
|
||||
- Cannot escalate privileges beyond script permissions
|
||||
|
||||
## See Also
|
||||
|
||||
- [SET USER MEMORY](./keyword-set-user-memory.md)
|
||||
- [GET USER MEMORY](./keyword-get-user-memory.md)
|
||||
- [SET CONTEXT](./keyword-set-context.md)
|
||||
338
docs/src/chapter-06-gbdialog/templates/ai-search.md
Normal file
338
docs/src/chapter-06-gbdialog/templates/ai-search.md
Normal file
|
|
@ -0,0 +1,338 @@
|
|||
# AI Search Template
|
||||
|
||||
The AI Search template provides an intelligent document search bot that uses AI to answer questions based on your uploaded documents. It combines vector search with large language models for accurate, context-aware responses.
|
||||
|
||||
## Topic: AI-Powered Document Search & Q&A
|
||||
|
||||
This template is perfect for:
|
||||
- Knowledge base assistants
|
||||
- Document-based customer support
|
||||
- Internal documentation search
|
||||
- FAQ automation with source documents
|
||||
|
||||
## The Code
|
||||
|
||||
```basic
|
||||
REM AI Search - Intelligent Document Q&A
|
||||
REM Uses RAG (Retrieval Augmented Generation) for accurate answers
|
||||
|
||||
' Add search tools
|
||||
ADD TOOL "search-documents"
|
||||
ADD TOOL "summarize-document"
|
||||
|
||||
' Use the knowledge base
|
||||
USE KB "ai-search.gbkb"
|
||||
|
||||
' Set up the AI context
|
||||
SET CONTEXT "document-search" AS "You are a helpful document search assistant. Answer questions based on the documents in your knowledge base. Always cite your sources when possible. If the answer is not in the documents, say so clearly."
|
||||
|
||||
' Clear and add suggestions
|
||||
CLEAR SUGGESTIONS
|
||||
ADD SUGGESTION "search" AS "Search documents"
|
||||
ADD SUGGESTION "summary" AS "Get document summary"
|
||||
ADD SUGGESTION "help" AS "How to use"
|
||||
|
||||
BEGIN TALK
|
||||
**AI Search Assistant** 🔍
|
||||
|
||||
I can help you find information in your documents using AI-powered search.
|
||||
|
||||
**What I can do:**
|
||||
• Search across all uploaded documents
|
||||
• Answer questions with context
|
||||
• Summarize long documents
|
||||
• Find specific information quickly
|
||||
|
||||
Just ask me a question or describe what you're looking for.
|
||||
END TALK
|
||||
|
||||
BEGIN SYSTEM PROMPT
|
||||
You are an AI document search assistant with access to a knowledge base of documents.
|
||||
|
||||
When answering questions:
|
||||
1. Search the knowledge base for relevant information
|
||||
2. Provide accurate answers based on the documents
|
||||
3. Cite the source document when possible
|
||||
4. If information isn't found, clearly state that
|
||||
5. Offer to search for related topics
|
||||
|
||||
Be concise but thorough. Always prioritize accuracy over speed.
|
||||
END SYSTEM PROMPT
|
||||
```
|
||||
|
||||
## Sample Dialogs
|
||||
|
||||
These conversations show how the AI Search template works in real-world scenarios.
|
||||
|
||||
### Dialog 1: Document Search Query
|
||||
|
||||
<div class="wa-chat">
|
||||
<div class="wa-header">
|
||||
<div class="wa-header-avatar">🔍</div>
|
||||
<div class="wa-header-info">
|
||||
<div class="wa-header-name">AI Search</div>
|
||||
<div class="wa-header-status">online</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="wa-date"><span>Today</span></div>
|
||||
|
||||
<div class="wa-message bot">
|
||||
<div class="wa-bubble">
|
||||
<div class="wa-sender">AI Search</div>
|
||||
<p><strong>AI Search Assistant</strong> 🔍</p>
|
||||
<p>I can help you find information in your documents using AI-powered search.</p>
|
||||
<p>Just ask me a question or describe what you're looking for.</p>
|
||||
<div class="wa-time">10:00</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="wa-message user">
|
||||
<div class="wa-bubble">
|
||||
<p>How do I reset the TV to factory settings?</p>
|
||||
<div class="wa-time">10:01 <span class="wa-status read"></span></div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="wa-message bot">
|
||||
<div class="wa-bubble">
|
||||
<p>Based on the LG 42LB5800 manual, here's how to reset to factory settings:</p>
|
||||
<p><strong>Option 1 - From Menu:</strong></p>
|
||||
<p>1. Press the Settings button on your remote</p>
|
||||
<p>2. Navigate to Option → Initial Setting</p>
|
||||
<p>3. Select "Reset to Initial Settings"</p>
|
||||
<p>4. Confirm when prompted</p>
|
||||
<p><strong>Option 2 - Master Reset:</strong></p>
|
||||
<p>Press and hold the power button for 10 seconds while unplugged, then plug back in.</p>
|
||||
<p>📄 <em>Source: 42LB5800 User Manual, Page 45</em></p>
|
||||
<div class="wa-time">10:01</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
### Dialog 2: Information Not Found
|
||||
|
||||
<div class="wa-chat">
|
||||
<div class="wa-header">
|
||||
<div class="wa-header-avatar">🔍</div>
|
||||
<div class="wa-header-info">
|
||||
<div class="wa-header-name">AI Search</div>
|
||||
<div class="wa-header-status">online</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="wa-message user">
|
||||
<div class="wa-bubble">
|
||||
<p>What's the warranty period for the refrigerator?</p>
|
||||
<div class="wa-time">11:15 <span class="wa-status read"></span></div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="wa-message bot">
|
||||
<div class="wa-bubble">
|
||||
<p>I couldn't find specific warranty information for a refrigerator in the current knowledge base.</p>
|
||||
<p>The documents I have access to include:</p>
|
||||
<p>• LG 42LB5800 TV Manual</p>
|
||||
<p>• General product documentation</p>
|
||||
<p>Would you like me to:</p>
|
||||
<p>1. Search for general warranty policies?</p>
|
||||
<p>2. Look for related product information?</p>
|
||||
<div class="wa-time">11:15</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="wa-message user">
|
||||
<div class="wa-bubble">
|
||||
<p>Search for general warranty policies</p>
|
||||
<div class="wa-time">11:16 <span class="wa-status read"></span></div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="wa-message bot">
|
||||
<div class="wa-bubble">
|
||||
<p>Here's what I found about warranty policies:</p>
|
||||
<p>📋 <strong>Standard Warranty Coverage:</strong></p>
|
||||
<p>• Parts and labor: 1 year from purchase date</p>
|
||||
<p>• Display panel: 2 years</p>
|
||||
<p>• Registration required for extended coverage</p>
|
||||
<p>📄 <em>Source: Product Documentation, Section 8</em></p>
|
||||
<div class="wa-time">11:16</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
### Dialog 3: Document Summary Request
|
||||
|
||||
<div class="wa-chat">
|
||||
<div class="wa-header">
|
||||
<div class="wa-header-avatar">🔍</div>
|
||||
<div class="wa-header-info">
|
||||
<div class="wa-header-name">AI Search</div>
|
||||
<div class="wa-header-status">online</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="wa-message user">
|
||||
<div class="wa-bubble">
|
||||
<p>Can you summarize the TV manual for me?</p>
|
||||
<div class="wa-time">14:30 <span class="wa-status read"></span></div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="wa-message bot">
|
||||
<div class="wa-bubble">
|
||||
<p>📺 <strong>LG 42LB5800 Smart TV - Summary</strong></p>
|
||||
<p><strong>Key Features:</strong></p>
|
||||
<p>• 42" Full HD LED Display (1920x1080)</p>
|
||||
<p>• Smart TV with webOS platform</p>
|
||||
<p>• Built-in WiFi and Ethernet</p>
|
||||
<p>• 3 HDMI ports, 3 USB ports</p>
|
||||
<p><strong>Main Sections:</strong></p>
|
||||
<p>1. Installation & Setup (pg 5-20)</p>
|
||||
<p>2. Remote Control Guide (pg 21-30)</p>
|
||||
<p>3. Smart Features & Apps (pg 31-50)</p>
|
||||
<p>4. Picture & Sound Settings (pg 51-70)</p>
|
||||
<p>5. Troubleshooting (pg 71-90)</p>
|
||||
<p>Would you like details on any specific section?</p>
|
||||
<div class="wa-time">14:30</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
## Keywords Used
|
||||
|
||||
| Keyword | Purpose |
|
||||
|---------|---------|
|
||||
| `ADD TOOL` | Register search and summary tools |
|
||||
| `USE KB` | Connect to the knowledge base |
|
||||
| `SET CONTEXT` | Define the AI's role and behavior |
|
||||
| `ADD SUGGESTION` | Create quick action buttons |
|
||||
| `BEGIN TALK/END TALK` | Multi-line welcome message |
|
||||
| `BEGIN SYSTEM PROMPT/END SYSTEM PROMPT` | Define AI behavior rules |
|
||||
|
||||
## How It Works
|
||||
|
||||
1. **Knowledge Base Connection**: `USE KB` loads your documents for semantic search
|
||||
2. **Tool Registration**: `ADD TOOL` enables search and summarization capabilities
|
||||
3. **Context Setting**: `SET CONTEXT` tells the AI how to behave
|
||||
4. **User Query**: User asks a question in natural language
|
||||
5. **RAG Process**: System searches documents, retrieves relevant chunks
|
||||
6. **AI Response**: LLM generates answer based on retrieved context
|
||||
|
||||
## Template Structure
|
||||
|
||||
```
|
||||
ai-search.gbai/
|
||||
├── ai-search.gbdialog/
|
||||
│ ├── start.bas # Main entry point
|
||||
│ └── qr.bas # QR code handler
|
||||
├── ai-search.gbdrive/
|
||||
│ └── manuals/ # Folder for PDF documents
|
||||
│ └── 42LB5800.pdf # Example manual
|
||||
├── ai-search.gbkb/
|
||||
│ └── docs/ # Knowledge base documents
|
||||
│ └── README.md # KB documentation
|
||||
└── ai-search.gbot/
|
||||
└── config.csv # Bot configuration
|
||||
```
|
||||
|
||||
## Customization Ideas
|
||||
|
||||
### Add Document Categories
|
||||
|
||||
```basic
|
||||
ADD SUGGESTION "manuals" AS "📚 Product Manuals"
|
||||
ADD SUGGESTION "policies" AS "📋 Policies"
|
||||
ADD SUGGESTION "tutorials" AS "🎓 Tutorials"
|
||||
|
||||
HEAR category
|
||||
|
||||
SWITCH category
|
||||
CASE "manuals"
|
||||
USE KB "manuals.gbkb"
|
||||
CASE "policies"
|
||||
USE KB "policies.gbkb"
|
||||
CASE "tutorials"
|
||||
USE KB "tutorials.gbkb"
|
||||
END SWITCH
|
||||
```
|
||||
|
||||
### Add Source Citations
|
||||
|
||||
```basic
|
||||
SET CONTEXT "search-with-citations" AS "Always include the document name and page number when citing information. Format: [Document Name, Page X]"
|
||||
```
|
||||
|
||||
### Add Search Filters
|
||||
|
||||
```basic
|
||||
PARAM search_query AS STRING LIKE "how to reset" DESCRIPTION "What to search for"
|
||||
PARAM doc_type AS STRING LIKE "manual" DESCRIPTION "Type of document: manual, policy, guide"
|
||||
|
||||
DESCRIPTION "Search documents with optional type filter"
|
||||
|
||||
IF doc_type <> "" THEN
|
||||
results = FIND "documents.csv", "type = '" + doc_type + "'"
|
||||
' Search within filtered results
|
||||
ELSE
|
||||
' Search all documents
|
||||
END IF
|
||||
```
|
||||
|
||||
### Add Follow-up Questions
|
||||
|
||||
```basic
|
||||
TALK "Here's what I found about your question..."
|
||||
TALK response
|
||||
|
||||
TALK "Would you like me to:"
|
||||
ADD SUGGESTION "more" AS "Tell me more"
|
||||
ADD SUGGESTION "related" AS "Show related topics"
|
||||
ADD SUGGESTION "new" AS "Ask new question"
|
||||
HEAR followup
|
||||
|
||||
IF followup = "more" THEN
|
||||
' Provide more detail
|
||||
ELSE IF followup = "related" THEN
|
||||
' Show related topics
|
||||
END IF
|
||||
```
|
||||
|
||||
## Best Practices
|
||||
|
||||
1. **Organize Documents**: Keep documents in logical folders within `.gbdrive`
|
||||
2. **Update Regularly**: Re-index knowledge base when documents change
|
||||
3. **Clear Context**: Set a specific context to improve answer relevance
|
||||
4. **Handle Missing Info**: Always gracefully handle cases where info isn't found
|
||||
5. **Cite Sources**: Configure the AI to cite document sources for credibility
|
||||
|
||||
## Related Templates
|
||||
|
||||
- [talk-to-data.md](./talk-to-data.md) - Query structured data with natural language
|
||||
- [crawler.md](./crawler.md) - Crawl websites to build knowledge bases
|
||||
|
||||
---
|
||||
|
||||
<style>
|
||||
.wa-chat{background-color:#e5ddd5;border-radius:8px;padding:20px 15px;margin:20px 0;max-width:600px;font-family:-apple-system,BlinkMacSystemFont,'Segoe UI',Roboto,Helvetica,Arial,sans-serif;font-size:14px}
|
||||
.wa-chat::after{content:'';display:table;clear:both}
|
||||
.wa-message{clear:both;margin-bottom:10px;max-width:85%;position:relative}
|
||||
.wa-message.user{float:right}
|
||||
.wa-message.user .wa-bubble{background-color:#dcf8c6;border-radius:8px 0 8px 8px;margin-left:40px}
|
||||
.wa-message.bot{float:left}
|
||||
.wa-message.bot .wa-bubble{background-color:#fff;border-radius:0 8px 8px 8px;margin-right:40px}
|
||||
.wa-bubble{padding:8px 12px;box-shadow:0 1px .5px rgba(0,0,0,.13)}
|
||||
.wa-bubble p{margin:0 0 4px 0;line-height:1.4;color:#303030}
|
||||
.wa-bubble p:last-child{margin-bottom:0}
|
||||
.wa-time{font-size:11px;color:#8696a0;text-align:right;margin-top:4px}
|
||||
.wa-message.user .wa-time{color:#61a05e}
|
||||
.wa-sender{font-size:12px;font-weight:600;color:#06cf9c;margin-bottom:2px}
|
||||
.wa-status.read::after{content:'✓✓';color:#53bdeb;margin-left:4px}
|
||||
.wa-date{text-align:center;margin:15px 0;clear:both}
|
||||
.wa-date span{background-color:#fff;color:#54656f;padding:5px 12px;border-radius:8px;font-size:12px;box-shadow:0 1px .5px rgba(0,0,0,.13)}
|
||||
.wa-header{background-color:#075e54;color:#fff;padding:10px 15px;margin:-20px -15px 15px -15px;border-radius:8px 8px 0 0;display:flex;align-items:center;gap:10px}
|
||||
.wa-header-avatar{width:40px;height:40px;background-color:#25d366;border-radius:50%;display:flex;align-items:center;justify-content:center;font-size:18px}
|
||||
.wa-header-info{flex:1}
|
||||
.wa-header-name{font-weight:600;font-size:16px}
|
||||
.wa-header-status{font-size:12px;opacity:.8}
|
||||
</style>
|
||||
283
docs/src/chapter-06-gbdialog/templates/analytics-dashboard.md
Normal file
283
docs/src/chapter-06-gbdialog/templates/analytics-dashboard.md
Normal file
|
|
@ -0,0 +1,283 @@
|
|||
# Analytics Dashboard Template
|
||||
|
||||
The analytics dashboard template provides real-time insights into your knowledge base performance, document statistics, and system health metrics. It uses pre-computed statistics stored in bot memory for fast loading.
|
||||
|
||||
## Topic: Knowledge Base Analytics & Monitoring
|
||||
|
||||
This template is perfect for:
|
||||
- Monitoring knowledge base growth
|
||||
- Tracking document indexing status
|
||||
- System health monitoring
|
||||
- Capacity planning
|
||||
|
||||
## The Code
|
||||
|
||||
```basic
|
||||
REM Analytics Dashboard Start Dialog
|
||||
REM Displays pre-computed statistics from update-stats.bas
|
||||
|
||||
DESCRIPTION "View knowledge base analytics and statistics"
|
||||
|
||||
REM Load pre-computed values from BOT MEMORY
|
||||
totalDocs = GET BOT MEMORY("analytics_total_docs")
|
||||
totalVectors = GET BOT MEMORY("analytics_total_vectors")
|
||||
storageMB = GET BOT MEMORY("analytics_storage_mb")
|
||||
collections = GET BOT MEMORY("analytics_collections")
|
||||
docsWeek = GET BOT MEMORY("analytics_docs_week")
|
||||
docsMonth = GET BOT MEMORY("analytics_docs_month")
|
||||
growthRate = GET BOT MEMORY("analytics_growth_rate")
|
||||
healthPercent = GET BOT MEMORY("analytics_health_percent")
|
||||
lastUpdate = GET BOT MEMORY("analytics_last_update")
|
||||
|
||||
REM Set contexts for different report types
|
||||
SET CONTEXT "overview" AS "Total documents: " + totalDocs + ", Storage: " + storageMB + " MB"
|
||||
SET CONTEXT "activity" AS "Documents added this week: " + docsWeek + ", Growth rate: " + growthRate + "%"
|
||||
SET CONTEXT "health" AS "System health: " + healthPercent + "%, Last updated: " + lastUpdate
|
||||
|
||||
REM Setup suggestions
|
||||
CLEAR SUGGESTIONS
|
||||
ADD SUGGESTION "overview" AS "Show overview"
|
||||
ADD SUGGESTION "activity" AS "Recent activity"
|
||||
ADD SUGGESTION "health" AS "System health"
|
||||
|
||||
REM Display dashboard
|
||||
TALK "📊 **Analytics Dashboard**"
|
||||
TALK ""
|
||||
TALK "**Knowledge Base Overview**"
|
||||
TALK "• Documents: " + FORMAT(totalDocs, "#,##0")
|
||||
TALK "• Vectors: " + FORMAT(totalVectors, "#,##0")
|
||||
TALK "• Storage: " + FORMAT(storageMB, "#,##0.00") + " MB"
|
||||
TALK ""
|
||||
TALK "Ask me about any metric or select a topic above."
|
||||
```
|
||||
|
||||
## Sample Dialogs
|
||||
|
||||
These conversations show how the analytics dashboard works in real-world scenarios.
|
||||
|
||||
### Dialog 1: Viewing Overview Statistics
|
||||
|
||||
<div class="wa-chat">
|
||||
<div class="wa-header">
|
||||
<div class="wa-header-avatar">📊</div>
|
||||
<div class="wa-header-info">
|
||||
<div class="wa-header-name">Analytics Bot</div>
|
||||
<div class="wa-header-status">online</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="wa-date"><span>Today</span></div>
|
||||
|
||||
<div class="wa-message bot">
|
||||
<div class="wa-bubble">
|
||||
<div class="wa-sender">Analytics Bot</div>
|
||||
<p>📊 <strong>Analytics Dashboard</strong></p>
|
||||
<p><strong>Knowledge Base Overview</strong></p>
|
||||
<p>• Documents: 1,234</p>
|
||||
<p>• Vectors: 45,678</p>
|
||||
<p>• Storage: 256.50 MB</p>
|
||||
<p>• Collections: 12</p>
|
||||
<p>Ask me about any metric or select a topic above.</p>
|
||||
<div class="wa-time">09:00</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="wa-message user">
|
||||
<div class="wa-bubble">
|
||||
<p>Show recent activity</p>
|
||||
<div class="wa-time">09:01 <span class="wa-status read"></span></div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="wa-message bot">
|
||||
<div class="wa-bubble">
|
||||
<p><strong>Recent Activity</strong></p>
|
||||
<p>• This week: +87 documents</p>
|
||||
<p>• This month: +312 documents</p>
|
||||
<p>• Trend: 📈 +15.3% vs average</p>
|
||||
<div class="wa-time">09:01</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
### Dialog 2: Checking System Health
|
||||
|
||||
<div class="wa-chat">
|
||||
<div class="wa-header">
|
||||
<div class="wa-header-avatar">📊</div>
|
||||
<div class="wa-header-info">
|
||||
<div class="wa-header-name">Analytics Bot</div>
|
||||
<div class="wa-header-status">online</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="wa-message user">
|
||||
<div class="wa-bubble">
|
||||
<p>What's the system health?</p>
|
||||
<div class="wa-time">14:30 <span class="wa-status read"></span></div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="wa-message bot">
|
||||
<div class="wa-bubble">
|
||||
<p>✅ <strong>All systems healthy</strong></p>
|
||||
<p>• Database: Connected</p>
|
||||
<p>• Vector Store: Operational</p>
|
||||
<p>• Storage: 45% used</p>
|
||||
<p>• Last Update: 5 minutes ago</p>
|
||||
<div class="wa-time">14:30</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
### Dialog 3: Statistics Not Yet Computed
|
||||
|
||||
<div class="wa-chat">
|
||||
<div class="wa-header">
|
||||
<div class="wa-header-avatar">📊</div>
|
||||
<div class="wa-header-info">
|
||||
<div class="wa-header-name">Analytics Bot</div>
|
||||
<div class="wa-header-status">online</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="wa-message bot">
|
||||
<div class="wa-bubble">
|
||||
<div class="wa-sender">Analytics Bot</div>
|
||||
<p>📊 <strong>Analytics Dashboard</strong></p>
|
||||
<p>Statistics are being computed. Please check back in a few minutes.</p>
|
||||
<p>Run the update-stats schedule to refresh data.</p>
|
||||
<div class="wa-time">08:00</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
## Keywords Used
|
||||
|
||||
| Keyword | Purpose |
|
||||
|---------|---------|
|
||||
| `GET BOT MEMORY` | Retrieve pre-computed statistics |
|
||||
| `SET CONTEXT` | Provide context for AI responses |
|
||||
| `CLEAR SUGGESTIONS` | Reset quick reply options |
|
||||
| `ADD SUGGESTION` | Add quick reply buttons |
|
||||
| `TALK` | Display formatted statistics |
|
||||
| `FORMAT` | Format numbers with separators |
|
||||
|
||||
## How It Works
|
||||
|
||||
1. **Load Statistics**: Pre-computed values are retrieved from bot memory
|
||||
2. **Set Contexts**: Different contexts are set for overview, activity, and health queries
|
||||
3. **Setup UI**: Quick reply suggestions are configured
|
||||
4. **Display Dashboard**: Formatted statistics are shown to the user
|
||||
|
||||
## The Update Stats Job
|
||||
|
||||
Statistics are pre-computed by a scheduled job to ensure fast dashboard loading:
|
||||
|
||||
```basic
|
||||
REM update-stats.bas - Scheduled job to compute analytics
|
||||
SET SCHEDULE "0 * * * *" REM Run every hour
|
||||
|
||||
REM Compute statistics
|
||||
totalDocs = KB DOCUMENTS COUNT()
|
||||
totalVectors = KB STATISTICS().total_vectors
|
||||
storageMB = KB STORAGE SIZE() / 1024 / 1024
|
||||
collections = UBOUND(KB LIST COLLECTIONS())
|
||||
|
||||
REM Calculate activity
|
||||
docsWeek = KB DOCUMENTS ADDED SINCE(NOW() - 7)
|
||||
docsMonth = KB DOCUMENTS ADDED SINCE(NOW() - 30)
|
||||
|
||||
REM Store in bot memory
|
||||
SET BOT MEMORY "analytics_total_docs", totalDocs
|
||||
SET BOT MEMORY "analytics_total_vectors", totalVectors
|
||||
SET BOT MEMORY "analytics_storage_mb", storageMB
|
||||
SET BOT MEMORY "analytics_collections", collections
|
||||
SET BOT MEMORY "analytics_docs_week", docsWeek
|
||||
SET BOT MEMORY "analytics_docs_month", docsMonth
|
||||
SET BOT MEMORY "analytics_last_update", NOW()
|
||||
|
||||
TALK "Analytics updated successfully."
|
||||
```
|
||||
|
||||
## Customization Ideas
|
||||
|
||||
### Add Export Functionality
|
||||
|
||||
```basic
|
||||
ADD TOOL "export-stats"
|
||||
|
||||
REM In export-stats.bas
|
||||
PARAM format AS STRING LIKE "csv" DESCRIPTION "Export format: csv, json, xlsx"
|
||||
|
||||
data = []
|
||||
data.total_docs = GET BOT MEMORY("analytics_total_docs")
|
||||
data.total_vectors = GET BOT MEMORY("analytics_total_vectors")
|
||||
data.storage_mb = GET BOT MEMORY("analytics_storage_mb")
|
||||
|
||||
IF format = "csv" THEN
|
||||
SAVE "analytics-export.csv", data
|
||||
TALK "📥 Analytics exported to analytics-export.csv"
|
||||
ELSE IF format = "json" THEN
|
||||
WRITE "analytics-export.json", TOJSON(data)
|
||||
TALK "📥 Analytics exported to analytics-export.json"
|
||||
END IF
|
||||
```
|
||||
|
||||
### Add Alerting
|
||||
|
||||
```basic
|
||||
REM Check for issues and alert
|
||||
IF healthPercent < 90 THEN
|
||||
SEND MAIL "admin@company.com", "System Health Alert", "Health dropped to " + healthPercent + "%"
|
||||
END IF
|
||||
|
||||
IF storageMB > 900 THEN
|
||||
SEND MAIL "admin@company.com", "Storage Warning", "Storage usage at " + storageMB + " MB"
|
||||
END IF
|
||||
```
|
||||
|
||||
### Add Trend Visualization
|
||||
|
||||
```basic
|
||||
REM Generate a simple trend chart
|
||||
ADD TOOL "show-trend"
|
||||
|
||||
REM Collect historical data
|
||||
history = FIND "analytics_history.csv", "date > " + FORMAT(NOW() - 30, "YYYY-MM-DD")
|
||||
|
||||
REM Create chart
|
||||
chart = CREATE CHART "line", history, "date", "documents"
|
||||
TALK chart
|
||||
```
|
||||
|
||||
## Related Templates
|
||||
|
||||
- [backup.bas](./backup.md) - Backup management and monitoring
|
||||
- [start.bas](./start.md) - Basic bot structure
|
||||
|
||||
---
|
||||
|
||||
<style>
|
||||
.wa-chat{background-color:#e5ddd5;border-radius:8px;padding:20px 15px;margin:20px 0;max-width:600px;font-family:-apple-system,BlinkMacSystemFont,'Segoe UI',Roboto,Helvetica,Arial,sans-serif;font-size:14px}
|
||||
.wa-chat::after{content:'';display:table;clear:both}
|
||||
.wa-message{clear:both;margin-bottom:10px;max-width:85%;position:relative}
|
||||
.wa-message.user{float:right}
|
||||
.wa-message.user .wa-bubble{background-color:#dcf8c6;border-radius:8px 0 8px 8px;margin-left:40px}
|
||||
.wa-message.bot{float:left}
|
||||
.wa-message.bot .wa-bubble{background-color:#fff;border-radius:0 8px 8px 8px;margin-right:40px}
|
||||
.wa-bubble{padding:8px 12px;box-shadow:0 1px .5px rgba(0,0,0,.13)}
|
||||
.wa-bubble p{margin:0 0 4px 0;line-height:1.4;color:#303030}
|
||||
.wa-bubble p:last-child{margin-bottom:0}
|
||||
.wa-time{font-size:11px;color:#8696a0;text-align:right;margin-top:4px}
|
||||
.wa-message.user .wa-time{color:#61a05e}
|
||||
.wa-sender{font-size:12px;font-weight:600;color:#06cf9c;margin-bottom:2px}
|
||||
.wa-status.read::after{content:'✓✓';color:#53bdeb;margin-left:4px}
|
||||
.wa-date{text-align:center;margin:15px 0;clear:both}
|
||||
.wa-date span{background-color:#fff;color:#54656f;padding:5px 12px;border-radius:8px;font-size:12px;box-shadow:0 1px .5px rgba(0,0,0,.13)}
|
||||
.wa-header{background-color:#075e54;color:#fff;padding:10px 15px;margin:-20px -15px 15px -15px;border-radius:8px 8px 0 0;display:flex;align-items:center;gap:10px}
|
||||
.wa-header-avatar{width:40px;height:40px;background-color:#25d366;border-radius:50%;display:flex;align-items:center;justify-content:center;font-size:18px}
|
||||
.wa-header-info{flex:1}
|
||||
.wa-header-name{font-weight:600;font-size:16px}
|
||||
.wa-header-status{font-size:12px;opacity:.8}
|
||||
</style>
|
||||
415
docs/src/chapter-06-gbdialog/templates/announcements.md
Normal file
415
docs/src/chapter-06-gbdialog/templates/announcements.md
Normal file
|
|
@ -0,0 +1,415 @@
|
|||
# Announcements Template
|
||||
|
||||
The announcements template provides a company communication system for sharing weekly updates, circulars, and organizational news through an AI-powered conversational interface.
|
||||
|
||||
## Topic: Company Announcements & Communications
|
||||
|
||||
This template is perfect for:
|
||||
- Weekly company announcements
|
||||
- Internal circulars distribution
|
||||
- Multi-topic news aggregation
|
||||
- Organizational communications
|
||||
- Employee information portals
|
||||
|
||||
## The Code
|
||||
|
||||
```basic
|
||||
resume1 = GET BOT MEMORY("resume")
|
||||
resume2 = GET BOT MEMORY("auxiliom")
|
||||
resume3 = GET BOT MEMORY("toolbix")
|
||||
|
||||
SET CONTEXT "general" AS resume1
|
||||
SET CONTEXT "auxiliom" AS resume2
|
||||
SET CONTEXT "toolbix" AS resume3
|
||||
|
||||
CLEAR SUGGESTIONS
|
||||
|
||||
ADD SUGGESTION "general" AS "Weekly announcements"
|
||||
ADD SUGGESTION "general" AS "Latest circulars"
|
||||
ADD SUGGESTION "auxiliom" AS "What is Auxiliom?"
|
||||
ADD SUGGESTION "auxiliom" AS "Auxiliom services"
|
||||
ADD SUGGESTION "toolbix" AS "Toolbix features"
|
||||
ADD SUGGESTION "toolbix" AS "Toolbix for business"
|
||||
|
||||
ADD TOOL "change-subject"
|
||||
|
||||
TALK resume1
|
||||
TALK "Ask me about any announcement or circular."
|
||||
```
|
||||
|
||||
## Sample Dialogs
|
||||
|
||||
These conversations show how the announcements template works in real-world scenarios.
|
||||
|
||||
### Dialog 1: Weekly Announcements
|
||||
|
||||
<div class="wa-chat">
|
||||
<div class="wa-header">
|
||||
<div class="wa-header-avatar">📢</div>
|
||||
<div class="wa-header-info">
|
||||
<div class="wa-header-name">Company News</div>
|
||||
<div class="wa-header-status">online</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="wa-date"><span>Today</span></div>
|
||||
|
||||
<div class="wa-message bot">
|
||||
<div class="wa-bubble">
|
||||
<div class="wa-sender">Company News</div>
|
||||
<p>📰 <strong>Weekly Announcements - Week 3</strong></p>
|
||||
<p>• Q4 results exceeded expectations by 15%</p>
|
||||
<p>• New health benefits program launching Feb 1</p>
|
||||
<p>• Office closure Jan 20 for maintenance</p>
|
||||
<p></p>
|
||||
<p>Ask me about any announcement or circular.</p>
|
||||
<div class="wa-time">09:00</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="wa-message user">
|
||||
<div class="wa-bubble">
|
||||
<p>Tell me more about the health benefits</p>
|
||||
<div class="wa-time">09:01 <span class="wa-status read"></span></div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="wa-message bot">
|
||||
<div class="wa-bubble">
|
||||
<p>🏥 <strong>New Health Benefits Program</strong></p>
|
||||
<p><strong>Effective:</strong> February 1, 2025</p>
|
||||
<p></p>
|
||||
<p><strong>Key Changes:</strong></p>
|
||||
<p>• Mental health coverage increased to $5,000/year</p>
|
||||
<p>• Dental now covers orthodontics</p>
|
||||
<p>• New telemedicine option at no cost</p>
|
||||
<p>• Gym membership reimbursement up to $50/month</p>
|
||||
<p></p>
|
||||
<p>📧 HR will send enrollment forms by Jan 25.</p>
|
||||
<div class="wa-time">09:01</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
### Dialog 2: Switching Topics
|
||||
|
||||
<div class="wa-chat">
|
||||
<div class="wa-header">
|
||||
<div class="wa-header-avatar">📢</div>
|
||||
<div class="wa-header-info">
|
||||
<div class="wa-header-name">Company News</div>
|
||||
<div class="wa-header-status">online</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="wa-message user">
|
||||
<div class="wa-bubble">
|
||||
<p>What is Auxiliom?</p>
|
||||
<div class="wa-time">10:30 <span class="wa-status read"></span></div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="wa-message bot">
|
||||
<div class="wa-bubble">
|
||||
<p>🔧 <strong>Auxiliom Overview</strong></p>
|
||||
<p>Auxiliom is our enterprise support platform that provides:</p>
|
||||
<p></p>
|
||||
<p>• 24/7 IT infrastructure monitoring</p>
|
||||
<p>• Automated incident response</p>
|
||||
<p>• Service desk integration</p>
|
||||
<p>• Performance analytics dashboard</p>
|
||||
<p></p>
|
||||
<p>Would you like to know more about specific Auxiliom services?</p>
|
||||
<div class="wa-time">10:30</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="wa-message user">
|
||||
<div class="wa-bubble">
|
||||
<p>Switch to Toolbix</p>
|
||||
<div class="wa-time">10:31 <span class="wa-status read"></span></div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="wa-message bot">
|
||||
<div class="wa-bubble">
|
||||
<p>🛠️ <strong>Toolbix Platform</strong></p>
|
||||
<p>Toolbix is our productivity suite designed for modern teams:</p>
|
||||
<p></p>
|
||||
<p>• Project management & task tracking</p>
|
||||
<p>• Team collaboration tools</p>
|
||||
<p>• Document sharing & version control</p>
|
||||
<p>• Integration with 50+ business apps</p>
|
||||
<p></p>
|
||||
<p>What would you like to know about Toolbix?</p>
|
||||
<div class="wa-time">10:31</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
### Dialog 3: Latest Circulars
|
||||
|
||||
<div class="wa-chat">
|
||||
<div class="wa-header">
|
||||
<div class="wa-header-avatar">📢</div>
|
||||
<div class="wa-header-info">
|
||||
<div class="wa-header-name">Company News</div>
|
||||
<div class="wa-header-status">online</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="wa-message user">
|
||||
<div class="wa-bubble">
|
||||
<p>Show me the latest circulars</p>
|
||||
<div class="wa-time">14:00 <span class="wa-status read"></span></div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="wa-message bot">
|
||||
<div class="wa-bubble">
|
||||
<p>📋 <strong>Recent Circulars</strong></p>
|
||||
<p></p>
|
||||
<p><strong>CIR-2025-003</strong> (Jan 15)</p>
|
||||
<p>Updated Travel Expense Policy</p>
|
||||
<p></p>
|
||||
<p><strong>CIR-2025-002</strong> (Jan 10)</p>
|
||||
<p>Remote Work Guidelines 2025</p>
|
||||
<p></p>
|
||||
<p><strong>CIR-2025-001</strong> (Jan 3)</p>
|
||||
<p>Annual Compliance Training Schedule</p>
|
||||
<p></p>
|
||||
<p>Which circular would you like to read?</p>
|
||||
<div class="wa-time">14:00</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
## Keywords Used
|
||||
|
||||
| Keyword | Purpose |
|
||||
|---------|---------|
|
||||
| `GET BOT MEMORY` | Retrieve stored announcement summaries |
|
||||
| `SET CONTEXT` | Define contexts for different topics |
|
||||
| `CLEAR SUGGESTIONS` | Reset quick reply options |
|
||||
| `ADD SUGGESTION` | Create topic-based quick replies |
|
||||
| `ADD TOOL` | Register topic switching tool |
|
||||
| `TALK` | Display announcements to user |
|
||||
|
||||
## How It Works
|
||||
|
||||
1. **Load Content**: Pre-stored summaries are retrieved from bot memory
|
||||
2. **Multi-Context Setup**: Different contexts for each announcement topic
|
||||
3. **Topic Suggestions**: Quick replies organized by topic category
|
||||
4. **Dynamic Display**: Current announcements shown on start
|
||||
5. **Topic Switching**: Users can change subjects using the tool
|
||||
|
||||
## Template Structure
|
||||
|
||||
```
|
||||
announcements.gbai/
|
||||
├── announcements.gbdialog/
|
||||
│ ├── start.bas # Main entry point
|
||||
│ ├── auth.bas # Admin authentication
|
||||
│ ├── change-subject.bas # Topic switching
|
||||
│ └── update-summary.bas # Update announcements
|
||||
├── announcements.gbkb/
|
||||
│ ├── auxiliom/ # Auxiliom topic KB
|
||||
│ ├── news/ # General news KB
|
||||
│ └── toolbix/ # Toolbix topic KB
|
||||
└── announcements.gbot/
|
||||
└── config.csv # Bot configuration
|
||||
```
|
||||
|
||||
## Change Subject Tool: change-subject.bas
|
||||
|
||||
```basic
|
||||
PARAM subject AS STRING LIKE "toolbix" DESCRIPTION "Topic to switch to: general, auxiliom, toolbix"
|
||||
|
||||
DESCRIPTION "Change the current announcement topic"
|
||||
|
||||
subject_lower = LCASE(subject)
|
||||
|
||||
IF subject_lower = "general" OR INSTR(subject_lower, "news") > 0 OR INSTR(subject_lower, "announcement") > 0 THEN
|
||||
resume = GET BOT MEMORY("resume")
|
||||
SET CONTEXT "current" AS resume
|
||||
TALK "📰 Switched to **General Announcements**"
|
||||
TALK resume
|
||||
ELSE IF subject_lower = "auxiliom" THEN
|
||||
resume = GET BOT MEMORY("auxiliom")
|
||||
SET CONTEXT "current" AS resume
|
||||
TALK "🔧 Switched to **Auxiliom**"
|
||||
TALK resume
|
||||
ELSE IF subject_lower = "toolbix" THEN
|
||||
resume = GET BOT MEMORY("toolbix")
|
||||
SET CONTEXT "current" AS resume
|
||||
TALK "🛠️ Switched to **Toolbix**"
|
||||
TALK resume
|
||||
ELSE
|
||||
TALK "Available topics: General Announcements, Auxiliom, Toolbix"
|
||||
TALK "Which topic would you like?"
|
||||
END IF
|
||||
|
||||
RETURN subject_lower
|
||||
```
|
||||
|
||||
## Update Summary Tool: update-summary.bas
|
||||
|
||||
```basic
|
||||
PARAM topic AS STRING LIKE "general" DESCRIPTION "Topic to update"
|
||||
PARAM content AS STRING DESCRIPTION "New summary content"
|
||||
|
||||
DESCRIPTION "Update the announcement summary for a topic (admin only)"
|
||||
|
||||
' Verify admin access
|
||||
IF NOT IS_ADMIN(user_id) THEN
|
||||
TALK "⚠️ This action requires administrator privileges."
|
||||
RETURN NULL
|
||||
END IF
|
||||
|
||||
topic_lower = LCASE(topic)
|
||||
|
||||
IF topic_lower = "general" THEN
|
||||
SET BOT MEMORY "resume", content
|
||||
ELSE IF topic_lower = "auxiliom" THEN
|
||||
SET BOT MEMORY "auxiliom", content
|
||||
ELSE IF topic_lower = "toolbix" THEN
|
||||
SET BOT MEMORY "toolbix", content
|
||||
ELSE
|
||||
TALK "Unknown topic. Use: general, auxiliom, or toolbix"
|
||||
RETURN NULL
|
||||
END IF
|
||||
|
||||
' Log the update
|
||||
WITH updateLog
|
||||
timestamp = NOW()
|
||||
updatedBy = user_id
|
||||
topicUpdated = topic_lower
|
||||
contentLength = LEN(content)
|
||||
END WITH
|
||||
|
||||
SAVE "announcement_log.csv", updateLog
|
||||
|
||||
TALK "✅ " + topic + " summary updated successfully!"
|
||||
TALK "Changes are now live."
|
||||
|
||||
RETURN topic_lower
|
||||
```
|
||||
|
||||
## Customization Ideas
|
||||
|
||||
### Add Email Distribution
|
||||
|
||||
```basic
|
||||
ADD TOOL "send-announcement"
|
||||
|
||||
PARAM announcement AS STRING DESCRIPTION "Announcement to distribute"
|
||||
PARAM recipients AS STRING LIKE "all" DESCRIPTION "Recipients: all, managers, department name"
|
||||
|
||||
' Get recipient list
|
||||
IF recipients = "all" THEN
|
||||
employees = FIND "employees.csv"
|
||||
ELSE IF recipients = "managers" THEN
|
||||
employees = FIND "employees.csv", "role = 'manager'"
|
||||
ELSE
|
||||
employees = FIND "employees.csv", "department = '" + recipients + "'"
|
||||
END IF
|
||||
|
||||
FOR EACH emp IN employees
|
||||
SEND MAIL emp.email, "Company Announcement", announcement
|
||||
WAIT 1
|
||||
NEXT
|
||||
|
||||
TALK "📧 Announcement sent to " + UBOUND(employees) + " recipients."
|
||||
```
|
||||
|
||||
### Add Announcement Categories
|
||||
|
||||
```basic
|
||||
CLEAR SUGGESTIONS
|
||||
|
||||
ADD SUGGESTION "hr" AS "HR Updates"
|
||||
ADD SUGGESTION "it" AS "IT Announcements"
|
||||
ADD SUGGESTION "finance" AS "Finance News"
|
||||
ADD SUGGESTION "events" AS "Upcoming Events"
|
||||
ADD SUGGESTION "policy" AS "Policy Changes"
|
||||
ADD SUGGESTION "all" AS "All Announcements"
|
||||
```
|
||||
|
||||
### Add Read Receipts
|
||||
|
||||
```basic
|
||||
' Track who has read announcements
|
||||
WITH readReceipt
|
||||
userId = user_id
|
||||
announcementId = current_announcement_id
|
||||
readAt = NOW()
|
||||
END WITH
|
||||
|
||||
SAVE "read_receipts.csv", readReceipt
|
||||
|
||||
' Check read percentage
|
||||
total = COUNT("employees.csv")
|
||||
reads = COUNT("read_receipts.csv", "announcementId = '" + current_announcement_id + "'")
|
||||
percentage = (reads / total) * 100
|
||||
|
||||
TALK "📊 " + FORMAT(percentage, "#0") + "% of employees have read this announcement."
|
||||
```
|
||||
|
||||
### Add Scheduled Announcements
|
||||
|
||||
```basic
|
||||
PARAM schedule_time AS STRING LIKE "2025-01-20 09:00" DESCRIPTION "When to publish"
|
||||
PARAM announcement AS STRING DESCRIPTION "Announcement content"
|
||||
|
||||
SET SCHEDULE schedule_time
|
||||
|
||||
SET BOT MEMORY "resume", announcement
|
||||
|
||||
' Notify all employees
|
||||
employees = FIND "employees.csv"
|
||||
FOR EACH emp IN employees
|
||||
TALK TO emp.phone, "📢 New announcement: " + LEFT(announcement, 100) + "..."
|
||||
NEXT
|
||||
|
||||
TALK "Announcement published and distributed."
|
||||
```
|
||||
|
||||
## Best Practices
|
||||
|
||||
1. **Keep It Current**: Update announcements regularly
|
||||
2. **Organize by Topic**: Use clear topic categories
|
||||
3. **Summarize**: Start with key points, allow drill-down
|
||||
4. **Archive Old News**: Move outdated items to archive
|
||||
5. **Track Engagement**: Monitor which topics get most questions
|
||||
|
||||
## Related Templates
|
||||
|
||||
- [broadcast.bas](./broadcast.md) - Mass messaging to employees
|
||||
- [edu.bas](./edu.md) - Educational announcements
|
||||
- [hr-employees.bas](./hr-employees.md) - Employee communications
|
||||
|
||||
---
|
||||
|
||||
<style>
|
||||
.wa-chat{background-color:#e5ddd5;border-radius:8px;padding:20px 15px;margin:20px 0;max-width:600px;font-family:-apple-system,BlinkMacSystemFont,'Segoe UI',Roboto,Helvetica,Arial,sans-serif;font-size:14px}
|
||||
.wa-chat::after{content:'';display:table;clear:both}
|
||||
.wa-message{clear:both;margin-bottom:10px;max-width:85%;position:relative}
|
||||
.wa-message.user{float:right}
|
||||
.wa-message.user .wa-bubble{background-color:#dcf8c6;border-radius:8px 0 8px 8px;margin-left:40px}
|
||||
.wa-message.bot{float:left}
|
||||
.wa-message.bot .wa-bubble{background-color:#fff;border-radius:0 8px 8px 8px;margin-right:40px}
|
||||
.wa-bubble{padding:8px 12px;box-shadow:0 1px .5px rgba(0,0,0,.13)}
|
||||
.wa-bubble p{margin:0 0 4px 0;line-height:1.4;color:#303030}
|
||||
.wa-bubble p:last-child{margin-bottom:0}
|
||||
.wa-time{font-size:11px;color:#8696a0;text-align:right;margin-top:4px}
|
||||
.wa-message.user .wa-time{color:#61a05e}
|
||||
.wa-sender{font-size:12px;font-weight:600;color:#06cf9c;margin-bottom:2px}
|
||||
.wa-status.read::after{content:'✓✓';color:#53bdeb;margin-left:4px}
|
||||
.wa-date{text-align:center;margin:15px 0;clear:both}
|
||||
.wa-date span{background-color:#fff;color:#54656f;padding:5px 12px;border-radius:8px;font-size:12px;box-shadow:0 1px .5px rgba(0,0,0,.13)}
|
||||
.wa-header{background-color:#075e54;color:#fff;padding:10px 15px;margin:-20px -15px 15px -15px;border-radius:8px 8px 0 0;display:flex;align-items:center;gap:10px}
|
||||
.wa-header-avatar{width:40px;height:40px;background-color:#25d366;border-radius:50%;display:flex;align-items:center;justify-content:center;font-size:18px}
|
||||
.wa-header-info{flex:1}
|
||||
.wa-header-name{font-weight:600;font-size:16px}
|
||||
.wa-header-status{font-size:12px;opacity:.8}
|
||||
</style>
|
||||
451
docs/src/chapter-06-gbdialog/templates/backup.md
Normal file
451
docs/src/chapter-06-gbdialog/templates/backup.md
Normal file
|
|
@ -0,0 +1,451 @@
|
|||
# Backup Template
|
||||
|
||||
The backup template provides automated file archiving and restoration capabilities, helping you protect important data with scheduled backups and easy recovery options.
|
||||
|
||||
## Topic: File Backup & Recovery
|
||||
|
||||
This template is perfect for:
|
||||
- Automated data protection
|
||||
- Scheduled file archiving
|
||||
- Disaster recovery preparation
|
||||
- Compliance with data retention policies
|
||||
|
||||
## The Code
|
||||
|
||||
```basic
|
||||
ADD TOOL "backup-to-server"
|
||||
ADD TOOL "restore-file"
|
||||
ADD TOOL "list-archived"
|
||||
ADD TOOL "cleanup-old"
|
||||
|
||||
CLEAR SUGGESTIONS
|
||||
|
||||
ADD SUGGESTION "backup" AS "Run backup now"
|
||||
ADD SUGGESTION "list" AS "View archived files"
|
||||
ADD SUGGESTION "restore" AS "Restore a file"
|
||||
ADD SUGGESTION "status" AS "Backup status"
|
||||
|
||||
SET CONTEXT "backup" AS "You are a backup management assistant. Help users archive files to server storage, restore archived files, and manage backup schedules."
|
||||
|
||||
BEGIN TALK
|
||||
**Backup Manager**
|
||||
|
||||
I can help you with:
|
||||
• Archive files to server storage
|
||||
• Restore archived files
|
||||
• View backup history
|
||||
• Manage backup schedules
|
||||
|
||||
Select an option or tell me what you need.
|
||||
END TALK
|
||||
|
||||
BEGIN SYSTEM PROMPT
|
||||
You are a backup management assistant.
|
||||
|
||||
Archive files older than specified days to server storage.
|
||||
Track all backup operations in log.xlsx.
|
||||
Support restore operations from archived files.
|
||||
Maintain MD5 checksums for integrity verification.
|
||||
END SYSTEM PROMPT
|
||||
```
|
||||
|
||||
## Sample Dialogs
|
||||
|
||||
These conversations show how the backup template works in real-world scenarios.
|
||||
|
||||
### Dialog 1: Running a Backup
|
||||
|
||||
<div class="wa-chat">
|
||||
<div class="wa-header">
|
||||
<div class="wa-header-avatar">💾</div>
|
||||
<div class="wa-header-info">
|
||||
<div class="wa-header-name">Backup Manager</div>
|
||||
<div class="wa-header-status">online</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="wa-date"><span>Today</span></div>
|
||||
|
||||
<div class="wa-message bot">
|
||||
<div class="wa-bubble">
|
||||
<div class="wa-sender">Backup Manager</div>
|
||||
<p><strong>Backup Manager</strong></p>
|
||||
<p>I can help you with:</p>
|
||||
<p>• Archive files to server storage</p>
|
||||
<p>• Restore archived files</p>
|
||||
<p>• View backup history</p>
|
||||
<p>• Manage backup schedules</p>
|
||||
<div class="wa-time">09:00</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="wa-message user">
|
||||
<div class="wa-bubble">
|
||||
<p>Run backup now</p>
|
||||
<div class="wa-time">09:01 <span class="wa-status read"></span></div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="wa-message bot">
|
||||
<div class="wa-bubble">
|
||||
<p>Starting backup process... 🔄</p>
|
||||
<p>Scanning files older than 30 days...</p>
|
||||
<div class="wa-time">09:01</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="wa-message bot">
|
||||
<div class="wa-bubble">
|
||||
<p>✅ Backup completed successfully!</p>
|
||||
<p>📁 <strong>Files archived:</strong> 47</p>
|
||||
<p>💾 <strong>Total size:</strong> 128.5 MB</p>
|
||||
<p>🔐 <strong>Checksums:</strong> Verified</p>
|
||||
<p>📋 <strong>Log:</strong> Updated in log.xlsx</p>
|
||||
<div class="wa-time">09:03</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
### Dialog 2: Viewing Archived Files
|
||||
|
||||
<div class="wa-chat">
|
||||
<div class="wa-header">
|
||||
<div class="wa-header-avatar">💾</div>
|
||||
<div class="wa-header-info">
|
||||
<div class="wa-header-name">Backup Manager</div>
|
||||
<div class="wa-header-status">online</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="wa-message user">
|
||||
<div class="wa-bubble">
|
||||
<p>View archived files</p>
|
||||
<div class="wa-time">14:20 <span class="wa-status read"></span></div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="wa-message bot">
|
||||
<div class="wa-bubble">
|
||||
<p>📦 <strong>Recent Archives:</strong></p>
|
||||
<p></p>
|
||||
<p>1. <code>backup-2025-01-15.zip</code> (45.2 MB)</p>
|
||||
<p> 📅 Jan 15, 2025 • 32 files</p>
|
||||
<p></p>
|
||||
<p>2. <code>backup-2025-01-08.zip</code> (38.7 MB)</p>
|
||||
<p> 📅 Jan 8, 2025 • 28 files</p>
|
||||
<p></p>
|
||||
<p>3. <code>backup-2025-01-01.zip</code> (52.1 MB)</p>
|
||||
<p> 📅 Jan 1, 2025 • 41 files</p>
|
||||
<p></p>
|
||||
<p>Would you like to restore any of these?</p>
|
||||
<div class="wa-time">14:20</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
### Dialog 3: Restoring a File
|
||||
|
||||
<div class="wa-chat">
|
||||
<div class="wa-header">
|
||||
<div class="wa-header-avatar">💾</div>
|
||||
<div class="wa-header-info">
|
||||
<div class="wa-header-name">Backup Manager</div>
|
||||
<div class="wa-header-status">online</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="wa-message user">
|
||||
<div class="wa-bubble">
|
||||
<p>I need to restore a file</p>
|
||||
<div class="wa-time">16:45 <span class="wa-status read"></span></div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="wa-message bot">
|
||||
<div class="wa-bubble">
|
||||
<p>Sure! What file are you looking for? You can provide:</p>
|
||||
<p>• File name (e.g., "report.xlsx")</p>
|
||||
<p>• Partial name (e.g., "report")</p>
|
||||
<p>• Date range (e.g., "files from last week")</p>
|
||||
<div class="wa-time">16:45</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="wa-message user">
|
||||
<div class="wa-bubble">
|
||||
<p>quarterly-report.xlsx</p>
|
||||
<div class="wa-time">16:46 <span class="wa-status read"></span></div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="wa-message bot">
|
||||
<div class="wa-bubble">
|
||||
<p>🔍 Found 2 versions of "quarterly-report.xlsx":</p>
|
||||
<p></p>
|
||||
<p>1. From Jan 15, 2025 (1.2 MB)</p>
|
||||
<p>2. From Jan 1, 2025 (1.1 MB)</p>
|
||||
<p></p>
|
||||
<p>Which version would you like to restore?</p>
|
||||
<div class="wa-time">16:46</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="wa-message user">
|
||||
<div class="wa-bubble">
|
||||
<p>The one from January 15</p>
|
||||
<div class="wa-time">16:46 <span class="wa-status read"></span></div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="wa-message bot">
|
||||
<div class="wa-bubble">
|
||||
<p>✅ File restored successfully!</p>
|
||||
<p>📄 <strong>File:</strong> quarterly-report.xlsx</p>
|
||||
<p>📅 <strong>Version:</strong> Jan 15, 2025</p>
|
||||
<p>📍 <strong>Location:</strong> /documents/restored/</p>
|
||||
<p>🔐 <strong>Checksum:</strong> Verified ✓</p>
|
||||
<div class="wa-time">16:47</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
## Keywords Used
|
||||
|
||||
| Keyword | Purpose |
|
||||
|---------|---------|
|
||||
| `ADD TOOL` | Register backup tools for AI to use |
|
||||
| `ADD SUGGESTION` | Create quick action buttons |
|
||||
| `SET CONTEXT` | Define the bot's role and capabilities |
|
||||
| `BEGIN TALK` | Welcome message block |
|
||||
| `BEGIN SYSTEM PROMPT` | AI behavior instructions |
|
||||
|
||||
## Backup Tool: backup-to-server.bas
|
||||
|
||||
```basic
|
||||
PARAM folder AS STRING LIKE "documents" DESCRIPTION "Folder to backup"
|
||||
PARAM days AS INTEGER LIKE 30 DESCRIPTION "Archive files older than X days"
|
||||
|
||||
DESCRIPTION "Archive files older than specified days to server storage"
|
||||
|
||||
IF NOT folder THEN
|
||||
folder = "documents"
|
||||
END IF
|
||||
|
||||
IF NOT days THEN
|
||||
days = 30
|
||||
END IF
|
||||
|
||||
' Calculate cutoff date
|
||||
cutoff = DATEADD(NOW(), -days, "days")
|
||||
|
||||
' Find files to archive
|
||||
files = FIND folder, "modified < '" + FORMAT(cutoff, "YYYY-MM-DD") + "'"
|
||||
|
||||
IF UBOUND(files) = 0 THEN
|
||||
TALK "No files found older than " + days + " days."
|
||||
RETURN 0
|
||||
END IF
|
||||
|
||||
' Create archive name
|
||||
archiveName = "backup-" + FORMAT(NOW(), "YYYY-MM-DD") + ".zip"
|
||||
|
||||
' Compress files
|
||||
COMPRESS files, archiveName
|
||||
|
||||
' Calculate checksums
|
||||
FOR EACH file IN files
|
||||
checksum = MD5(file)
|
||||
|
||||
WITH logEntry
|
||||
timestamp = NOW()
|
||||
filename = file.name
|
||||
size = file.size
|
||||
md5 = checksum
|
||||
archive = archiveName
|
||||
status = "archived"
|
||||
END WITH
|
||||
|
||||
SAVE "log.xlsx", logEntry
|
||||
NEXT
|
||||
|
||||
' Move to server storage
|
||||
MOVE archiveName, "server://backups/" + archiveName
|
||||
|
||||
TALK "✅ Backup completed: " + UBOUND(files) + " files archived to " + archiveName
|
||||
|
||||
RETURN UBOUND(files)
|
||||
```
|
||||
|
||||
## Restore Tool: restore-file.bas
|
||||
|
||||
```basic
|
||||
PARAM filename AS STRING LIKE "report.xlsx" DESCRIPTION "Name of file to restore"
|
||||
PARAM date AS STRING LIKE "2025-01-15" DESCRIPTION "Backup date to restore from" OPTIONAL
|
||||
|
||||
DESCRIPTION "Restore a file from archived backups"
|
||||
|
||||
' Search for file in backup logs
|
||||
IF date THEN
|
||||
results = FIND "log.xlsx", "filename LIKE '%" + filename + "%' AND archive LIKE '%" + date + "%'"
|
||||
ELSE
|
||||
results = FIND "log.xlsx", "filename LIKE '%" + filename + "%'"
|
||||
END IF
|
||||
|
||||
IF UBOUND(results) = 0 THEN
|
||||
TALK "No archived files found matching '" + filename + "'"
|
||||
RETURN NULL
|
||||
END IF
|
||||
|
||||
IF UBOUND(results) > 1 AND NOT date THEN
|
||||
TALK "Found " + UBOUND(results) + " versions. Please specify which date:"
|
||||
FOR EACH result IN results
|
||||
TALK "• " + result.archive + " (" + FORMAT(result.timestamp, "MMM DD, YYYY") + ")"
|
||||
NEXT
|
||||
RETURN results
|
||||
END IF
|
||||
|
||||
' Get the archive
|
||||
archive = results[1].archive
|
||||
originalChecksum = results[1].md5
|
||||
|
||||
' Download from server
|
||||
DOWNLOAD "server://backups/" + archive, archive
|
||||
|
||||
' Extract the specific file
|
||||
EXTRACT archive, filename, "restored/"
|
||||
|
||||
' Verify checksum
|
||||
restoredChecksum = MD5("restored/" + filename)
|
||||
|
||||
IF restoredChecksum = originalChecksum THEN
|
||||
TALK "✅ File restored and verified: restored/" + filename
|
||||
ELSE
|
||||
TALK "⚠️ Warning: Checksum mismatch. File may be corrupted."
|
||||
END IF
|
||||
|
||||
' Log restoration
|
||||
WITH logEntry
|
||||
timestamp = NOW()
|
||||
action = "restore"
|
||||
filename = filename
|
||||
archive = archive
|
||||
verified = (restoredChecksum = originalChecksum)
|
||||
END WITH
|
||||
|
||||
SAVE "log.xlsx", logEntry
|
||||
|
||||
RETURN "restored/" + filename
|
||||
```
|
||||
|
||||
## How It Works
|
||||
|
||||
1. **Tool Registration**: `ADD TOOL` makes backup functions available to the AI
|
||||
2. **Quick Actions**: `ADD SUGGESTION` creates one-tap backup options
|
||||
3. **Context Setting**: Defines the bot as a backup management assistant
|
||||
4. **File Scanning**: Finds files matching age criteria
|
||||
5. **Compression**: Creates ZIP archives with checksums
|
||||
6. **Logging**: Tracks all operations in log.xlsx
|
||||
7. **Restoration**: Extracts files and verifies integrity
|
||||
|
||||
## Scheduling Backups
|
||||
|
||||
Set up automated backups with scheduled jobs:
|
||||
|
||||
```basic
|
||||
PARAM jobname AS STRING DESCRIPTION "Name of the backup job"
|
||||
|
||||
IF jobname = "daily backup" THEN
|
||||
SET SCHEDULE "0 2 * * *" ' Run at 2 AM daily
|
||||
|
||||
' Backup documents folder
|
||||
CALL backup-to-server("documents", 7)
|
||||
|
||||
' Backup reports folder
|
||||
CALL backup-to-server("reports", 30)
|
||||
|
||||
' Send confirmation
|
||||
SEND MAIL "admin@company.com", "Daily Backup Complete", "Backup completed at " + NOW()
|
||||
END IF
|
||||
|
||||
IF jobname = "weekly cleanup" THEN
|
||||
SET SCHEDULE "0 3 * * 0" ' Run at 3 AM on Sundays
|
||||
|
||||
' Remove backups older than 90 days
|
||||
CALL cleanup-old(90)
|
||||
|
||||
SEND MAIL "admin@company.com", "Weekly Cleanup Complete", "Old backups removed"
|
||||
END IF
|
||||
```
|
||||
|
||||
## Customization Ideas
|
||||
|
||||
### Add Email Notifications
|
||||
|
||||
```basic
|
||||
' After backup completes
|
||||
SEND MAIL "admin@company.com", "Backup Report",
|
||||
"Files archived: " + fileCount + "\n" +
|
||||
"Total size: " + totalSize + " MB\n" +
|
||||
"Archive: " + archiveName
|
||||
```
|
||||
|
||||
### Add Backup Verification
|
||||
|
||||
```basic
|
||||
' Verify backup integrity
|
||||
FOR EACH entry IN FIND("log.xlsx", "archive = '" + archiveName + "'")
|
||||
originalFile = GET entry.filename
|
||||
archivedChecksum = entry.md5
|
||||
|
||||
IF MD5(originalFile) <> archivedChecksum THEN
|
||||
TALK "⚠️ Warning: " + entry.filename + " has changed since backup"
|
||||
END IF
|
||||
NEXT
|
||||
```
|
||||
|
||||
### Add Storage Monitoring
|
||||
|
||||
```basic
|
||||
' Check available storage
|
||||
storageUsed = FOLDER_SIZE("server://backups/")
|
||||
storageLimit = 10000 ' 10 GB in MB
|
||||
|
||||
IF storageUsed > storageLimit * 0.9 THEN
|
||||
TALK "⚠️ Storage is 90% full. Consider cleaning old backups."
|
||||
SEND MAIL "admin@company.com", "Storage Warning", "Backup storage is almost full"
|
||||
END IF
|
||||
```
|
||||
|
||||
## Related Templates
|
||||
|
||||
- [start.bas](./start.md) - Basic greeting flow
|
||||
- [analytics-dashboard.bas](./analytics-dashboard.md) - Monitor system metrics
|
||||
- [broadcast.bas](./broadcast.md) - Send notifications to teams
|
||||
|
||||
---
|
||||
|
||||
<style>
|
||||
.wa-chat{background-color:#e5ddd5;border-radius:8px;padding:20px 15px;margin:20px 0;max-width:600px;font-family:-apple-system,BlinkMacSystemFont,'Segoe UI',Roboto,Helvetica,Arial,sans-serif;font-size:14px}
|
||||
.wa-chat::after{content:'';display:table;clear:both}
|
||||
.wa-message{clear:both;margin-bottom:10px;max-width:85%;position:relative}
|
||||
.wa-message.user{float:right}
|
||||
.wa-message.user .wa-bubble{background-color:#dcf8c6;border-radius:8px 0 8px 8px;margin-left:40px}
|
||||
.wa-message.bot{float:left}
|
||||
.wa-message.bot .wa-bubble{background-color:#fff;border-radius:0 8px 8px 8px;margin-right:40px}
|
||||
.wa-bubble{padding:8px 12px;box-shadow:0 1px .5px rgba(0,0,0,.13)}
|
||||
.wa-bubble p{margin:0 0 4px 0;line-height:1.4;color:#303030}
|
||||
.wa-bubble p:last-child{margin-bottom:0}
|
||||
.wa-time{font-size:11px;color:#8696a0;text-align:right;margin-top:4px}
|
||||
.wa-message.user .wa-time{color:#61a05e}
|
||||
.wa-sender{font-size:12px;font-weight:600;color:#06cf9c;margin-bottom:2px}
|
||||
.wa-status.read::after{content:'✓✓';color:#53bdeb;margin-left:4px}
|
||||
.wa-system{text-align:center;margin:15px 0;clear:both}
|
||||
.wa-system span{background-color:#e1f2fb;color:#54656f;padding:5px 12px;border-radius:8px;font-size:12px}
|
||||
.wa-date{text-align:center;margin:15px 0;clear:both}
|
||||
.wa-date span{background-color:#fff;color:#54656f;padding:5px 12px;border-radius:8px;font-size:12px;box-shadow:0 1px .5px rgba(0,0,0,.13)}
|
||||
.wa-header{background-color:#075e54;color:#fff;padding:10px 15px;margin:-20px -15px 15px -15px;border-radius:8px 8px 0 0;display:flex;align-items:center;gap:10px}
|
||||
.wa-header-avatar{width:40px;height:40px;background-color:#25d366;border-radius:50%;display:flex;align-items:center;justify-content:center;font-size:18px}
|
||||
.wa-header-info{flex:1}
|
||||
.wa-header-name{font-weight:600;font-size:16px}
|
||||
.wa-header-status{font-size:12px;opacity:.8}
|
||||
</style>
|
||||
421
docs/src/chapter-06-gbdialog/templates/bank.md
Normal file
421
docs/src/chapter-06-gbdialog/templates/bank.md
Normal file
|
|
@ -0,0 +1,421 @@
|
|||
# Bank Template
|
||||
|
||||
The bank template provides a complete digital banking assistant for financial institutions, enabling customers to manage accounts, transfers, payments, cards, and investments through conversational AI.
|
||||
|
||||
## Topic: Digital Banking Assistant
|
||||
|
||||
This template is perfect for:
|
||||
- Retail banking customer service
|
||||
- Account management automation
|
||||
- Payment and transfer processing
|
||||
- Card services and support
|
||||
- Investment inquiries
|
||||
|
||||
## The Code
|
||||
|
||||
```basic
|
||||
ADD TOOL "check-balance"
|
||||
ADD TOOL "transfer-money"
|
||||
ADD TOOL "pay-bill"
|
||||
ADD TOOL "card-services"
|
||||
ADD TOOL "loan-inquiry"
|
||||
ADD TOOL "investment-info"
|
||||
ADD TOOL "transaction-history"
|
||||
ADD TOOL "open-account"
|
||||
|
||||
ADD BOT "fraud-detector" WITH TRIGGER "suspicious, fraud, unauthorized, stolen, hack"
|
||||
ADD BOT "investment-advisor" WITH TRIGGER "invest, stocks, funds, portfolio, returns, CDB, LCI"
|
||||
ADD BOT "loan-specialist" WITH TRIGGER "loan, financing, credit, mortgage, empréstimo"
|
||||
ADD BOT "card-services" WITH TRIGGER "card, credit card, debit card, block card, limit"
|
||||
|
||||
USE KB "banking-faq"
|
||||
|
||||
CLEAR SUGGESTIONS
|
||||
|
||||
ADD SUGGESTION "balance" AS "Check my balance"
|
||||
ADD SUGGESTION "transfer" AS "Make a transfer"
|
||||
ADD SUGGESTION "pix" AS "Send PIX"
|
||||
ADD SUGGESTION "bills" AS "Pay a bill"
|
||||
ADD SUGGESTION "card" AS "Card services"
|
||||
ADD SUGGESTION "history" AS "Transaction history"
|
||||
ADD SUGGESTION "invest" AS "Investment options"
|
||||
ADD SUGGESTION "loan" AS "Loan information"
|
||||
|
||||
SET CONTEXT "You are a professional banking assistant for General Bank. Help customers with accounts, transfers, payments, cards, loans, and investments. Always verify identity before sensitive operations. Be helpful and secure. Never ask for full card numbers or passwords in chat."
|
||||
|
||||
BEGIN TALK
|
||||
**General Bank** - Digital Banking Assistant
|
||||
|
||||
Welcome! I can help you with:
|
||||
• Account balance and statements
|
||||
• Transfers and PIX
|
||||
• Bill payments
|
||||
• Card services
|
||||
• Investments
|
||||
• Loans and financing
|
||||
|
||||
Select an option below or tell me what you need.
|
||||
END TALK
|
||||
|
||||
BEGIN SYSTEM PROMPT
|
||||
You are a secure banking assistant.
|
||||
|
||||
Security rules:
|
||||
- Never display full account numbers
|
||||
- Mask card numbers showing only last 4 digits
|
||||
- Require confirmation for transactions over $1000
|
||||
- Log all sensitive operations
|
||||
- Escalate fraud concerns immediately
|
||||
END SYSTEM PROMPT
|
||||
```
|
||||
|
||||
## Sample Dialogs
|
||||
|
||||
These conversations show how the bank template works in real-world scenarios.
|
||||
|
||||
### Dialog 1: Check Balance
|
||||
|
||||
<div class="wa-chat">
|
||||
<div class="wa-header">
|
||||
<div class="wa-header-avatar">🏦</div>
|
||||
<div class="wa-header-info">
|
||||
<div class="wa-header-name">General Bank</div>
|
||||
<div class="wa-header-status">online</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="wa-date"><span>Today</span></div>
|
||||
|
||||
<div class="wa-message bot">
|
||||
<div class="wa-bubble">
|
||||
<div class="wa-sender">General Bank</div>
|
||||
<p><strong>General Bank</strong> - Digital Banking Assistant</p>
|
||||
<p>Welcome! I can help you with:</p>
|
||||
<p>• Account balance and statements<br>• Transfers and PIX<br>• Bill payments<br>• Card services</p>
|
||||
<div class="wa-time">09:15</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="wa-message user">
|
||||
<div class="wa-bubble">
|
||||
<p>Check my balance</p>
|
||||
<div class="wa-time">09:15 <span class="wa-status read"></span></div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="wa-message bot">
|
||||
<div class="wa-bubble">
|
||||
<p>📊 <strong>Account Summary</strong></p>
|
||||
<p>Account: ****4521</p>
|
||||
<p>💵 <strong>Available Balance:</strong> $5,432.18</p>
|
||||
<p>📈 <strong>Savings:</strong> $12,850.00</p>
|
||||
<p>💳 <strong>Credit Available:</strong> $8,500.00</p>
|
||||
<div class="wa-time">09:15</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
### Dialog 2: PIX Transfer
|
||||
|
||||
<div class="wa-chat">
|
||||
<div class="wa-header">
|
||||
<div class="wa-header-avatar">🏦</div>
|
||||
<div class="wa-header-info">
|
||||
<div class="wa-header-name">General Bank</div>
|
||||
<div class="wa-header-status">online</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="wa-message user">
|
||||
<div class="wa-bubble">
|
||||
<p>I want to send a PIX</p>
|
||||
<div class="wa-time">14:20 <span class="wa-status read"></span></div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="wa-message bot">
|
||||
<div class="wa-bubble">
|
||||
<p>💸 <strong>PIX Transfer</strong></p>
|
||||
<p>Please provide the PIX key (CPF, phone, email, or random key):</p>
|
||||
<div class="wa-time">14:20</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="wa-message user">
|
||||
<div class="wa-bubble">
|
||||
<p>maria@email.com</p>
|
||||
<div class="wa-time">14:21 <span class="wa-status read"></span></div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="wa-message bot">
|
||||
<div class="wa-bubble">
|
||||
<p>✅ Key found: <strong>Maria Santos</strong></p>
|
||||
<p>How much would you like to send?</p>
|
||||
<div class="wa-time">14:21</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="wa-message user">
|
||||
<div class="wa-bubble">
|
||||
<p>R$ 150</p>
|
||||
<div class="wa-time">14:21 <span class="wa-status read"></span></div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="wa-message bot">
|
||||
<div class="wa-bubble">
|
||||
<p>📋 <strong>Please confirm:</strong></p>
|
||||
<p>To: Maria Santos<br>Key: maria@email.com<br>Amount: R$ 150.00</p>
|
||||
<p>Type <strong>CONFIRM</strong> to proceed.</p>
|
||||
<div class="wa-time">14:21</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="wa-message user">
|
||||
<div class="wa-bubble">
|
||||
<p>CONFIRM</p>
|
||||
<div class="wa-time">14:22 <span class="wa-status read"></span></div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="wa-message bot">
|
||||
<div class="wa-bubble">
|
||||
<p>✅ <strong>PIX Sent Successfully!</strong></p>
|
||||
<p>Amount: R$ 150.00<br>To: Maria Santos<br>Transaction ID: PIX2024031412220001</p>
|
||||
<p>Receipt sent to your email.</p>
|
||||
<div class="wa-time">14:22</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
### Dialog 3: Block Lost Card
|
||||
|
||||
<div class="wa-chat">
|
||||
<div class="wa-header">
|
||||
<div class="wa-header-avatar">🏦</div>
|
||||
<div class="wa-header-info">
|
||||
<div class="wa-header-name">General Bank</div>
|
||||
<div class="wa-header-status">online</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="wa-message user">
|
||||
<div class="wa-bubble">
|
||||
<p>I lost my card! Block it now!</p>
|
||||
<div class="wa-time">22:45 <span class="wa-status read"></span></div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="wa-message bot">
|
||||
<div class="wa-bubble">
|
||||
<p>🚨 <strong>Emergency Card Block</strong></p>
|
||||
<p>I'm blocking your card immediately for your security.</p>
|
||||
<p>Which card do you want to block?</p>
|
||||
<p>1️⃣ Debit Card ****4521<br>2️⃣ Credit Card ****7832</p>
|
||||
<div class="wa-time">22:45</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="wa-message user">
|
||||
<div class="wa-bubble">
|
||||
<p>1</p>
|
||||
<div class="wa-time">22:45 <span class="wa-status read"></span></div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="wa-message bot">
|
||||
<div class="wa-bubble">
|
||||
<p>🔒 <strong>Card Blocked</strong></p>
|
||||
<p>Your Debit Card ****4521 has been blocked.</p>
|
||||
<p>📦 A replacement card will be sent to your registered address within 5-7 business days.</p>
|
||||
<p>If you find your card, you can unblock it through this assistant or call 0800-123-4567.</p>
|
||||
<div class="wa-time">22:45</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
### Dialog 4: Fraud Detection Escalation
|
||||
|
||||
<div class="wa-chat">
|
||||
<div class="wa-header">
|
||||
<div class="wa-header-avatar">🏦</div>
|
||||
<div class="wa-header-info">
|
||||
<div class="wa-header-name">General Bank</div>
|
||||
<div class="wa-header-status">online</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="wa-message user">
|
||||
<div class="wa-bubble">
|
||||
<p>There's a suspicious transaction on my account I didn't make</p>
|
||||
<div class="wa-time">16:30 <span class="wa-status read"></span></div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="wa-message bot">
|
||||
<div class="wa-bubble">
|
||||
<p>🚨 <strong>Fraud Alert - Priority Response</strong></p>
|
||||
<p>I'm connecting you with our Fraud Prevention team immediately.</p>
|
||||
<p>For your protection, I've temporarily limited transactions on your account.</p>
|
||||
<div class="wa-time">16:30</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="wa-system"><span>Fraud Detector Bot joined</span></div>
|
||||
|
||||
<div class="wa-message bot">
|
||||
<div class="wa-bubble">
|
||||
<div class="wa-sender">Fraud Detector</div>
|
||||
<p>Hello, I'm from the Fraud Prevention team. I can see your recent transactions.</p>
|
||||
<p>Which transaction looks suspicious? Please provide the approximate date and amount.</p>
|
||||
<div class="wa-time">16:30</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
## Keywords Used
|
||||
|
||||
| Keyword | Purpose |
|
||||
|---------|---------|
|
||||
| `ADD TOOL` | Register banking operation tools |
|
||||
| `ADD BOT` | Register specialized bots with triggers |
|
||||
| `USE KB` | Load banking FAQ knowledge base |
|
||||
| `ADD SUGGESTION` | Create quick action buttons |
|
||||
| `SET CONTEXT` | Define bot behavior and security rules |
|
||||
| `BEGIN TALK` | Welcome message block |
|
||||
| `BEGIN SYSTEM PROMPT` | Security instructions for AI |
|
||||
|
||||
## Multi-Bot Architecture
|
||||
|
||||
The bank template uses a multi-bot architecture for specialized handling:
|
||||
|
||||
| Bot | Trigger Words | Purpose |
|
||||
|-----|---------------|---------|
|
||||
| `fraud-detector` | suspicious, fraud, unauthorized, stolen, hack | Handle security concerns |
|
||||
| `investment-advisor` | invest, stocks, funds, portfolio, CDB, LCI | Investment guidance |
|
||||
| `loan-specialist` | loan, financing, credit, mortgage | Loan inquiries |
|
||||
| `card-services` | card, credit card, debit card, block, limit | Card management |
|
||||
|
||||
## Security Features
|
||||
|
||||
### Built-in Protections
|
||||
|
||||
1. **Data Masking**: Account and card numbers are always masked
|
||||
2. **Transaction Limits**: Confirmation required for large transactions
|
||||
3. **Fraud Escalation**: Automatic routing to fraud team for suspicious activity
|
||||
4. **Audit Logging**: All sensitive operations are logged
|
||||
5. **No Sensitive Data**: Never asks for passwords or full card numbers
|
||||
|
||||
### Implementing Security Checks
|
||||
|
||||
```basic
|
||||
' Example: Verify identity before sensitive operation
|
||||
PARAM operation AS STRING
|
||||
|
||||
IF operation = "transfer" AND amount > 1000 THEN
|
||||
TALK "For your security, please confirm your identity."
|
||||
TALK "Enter the last 4 digits of your CPF:"
|
||||
HEAR verification
|
||||
|
||||
IF NOT VERIFY_IDENTITY(verification) THEN
|
||||
TALK "Verification failed. Please try again or call support."
|
||||
RETURN
|
||||
END IF
|
||||
END IF
|
||||
```
|
||||
|
||||
## Customization Ideas
|
||||
|
||||
### Add Investment Products
|
||||
|
||||
```basic
|
||||
ADD TOOL "simulate-investment"
|
||||
ADD TOOL "compare-products"
|
||||
|
||||
' In investment flow
|
||||
products = FIND "investment_products.csv", "risk_level = 'low'"
|
||||
TALK "Here are our low-risk investment options:"
|
||||
FOR EACH product IN products
|
||||
TALK "• " + product.name + " - " + product.rate + "% p.a."
|
||||
NEXT
|
||||
```
|
||||
|
||||
### Add Bill Payment with Barcode
|
||||
|
||||
```basic
|
||||
PARAM barcode AS STRING DESCRIPTION "Bill barcode or PIX copy-paste code"
|
||||
|
||||
IF LEN(barcode) = 47 THEN
|
||||
' Boleto bancário
|
||||
bill = PARSE_BOLETO(barcode)
|
||||
TALK "Bill Details:"
|
||||
TALK "Payee: " + bill.payee
|
||||
TALK "Amount: R$ " + FORMAT(bill.amount, "#,##0.00")
|
||||
TALK "Due Date: " + FORMAT(bill.due_date, "DD/MM/YYYY")
|
||||
ELSE IF INSTR(barcode, "pix") > 0 THEN
|
||||
' PIX QR Code
|
||||
pix = PARSE_PIX(barcode)
|
||||
TALK "PIX Payment: R$ " + FORMAT(pix.amount, "#,##0.00")
|
||||
END IF
|
||||
```
|
||||
|
||||
### Add Account Statements
|
||||
|
||||
```basic
|
||||
PARAM period AS STRING LIKE "last 30 days" DESCRIPTION "Statement period"
|
||||
|
||||
transactions = FIND "transactions.csv", "account_id = '" + account_id + "' AND date >= '" + start_date + "'"
|
||||
|
||||
TALK "📋 **Account Statement**"
|
||||
TALK "Period: " + period
|
||||
TALK ""
|
||||
|
||||
balance = 0
|
||||
FOR EACH tx IN transactions
|
||||
IF tx.type = "credit" THEN
|
||||
balance = balance + tx.amount
|
||||
TALK "➕ " + tx.description + ": R$ " + FORMAT(tx.amount, "#,##0.00")
|
||||
ELSE
|
||||
balance = balance - tx.amount
|
||||
TALK "➖ " + tx.description + ": R$ " + FORMAT(tx.amount, "#,##0.00")
|
||||
END IF
|
||||
NEXT
|
||||
|
||||
TALK ""
|
||||
TALK "**Final Balance:** R$ " + FORMAT(balance, "#,##0.00")
|
||||
```
|
||||
|
||||
## Related Templates
|
||||
|
||||
- [store.bas](./store.md) - E-commerce with payment integration
|
||||
- [privacy.bas](./privacy.md) - Data protection compliance
|
||||
- [auth.bas](./auth.md) - Authentication patterns
|
||||
|
||||
---
|
||||
|
||||
<style>
|
||||
.wa-chat{background-color:#e5ddd5;border-radius:8px;padding:20px 15px;margin:20px 0;max-width:600px;font-family:-apple-system,BlinkMacSystemFont,'Segoe UI',Roboto,Helvetica,Arial,sans-serif;font-size:14px}
|
||||
.wa-chat::after{content:'';display:table;clear:both}
|
||||
.wa-message{clear:both;margin-bottom:10px;max-width:85%;position:relative}
|
||||
.wa-message.user{float:right}
|
||||
.wa-message.user .wa-bubble{background-color:#dcf8c6;border-radius:8px 0 8px 8px;margin-left:40px}
|
||||
.wa-message.bot{float:left}
|
||||
.wa-message.bot .wa-bubble{background-color:#fff;border-radius:0 8px 8px 8px;margin-right:40px}
|
||||
.wa-bubble{padding:8px 12px;box-shadow:0 1px .5px rgba(0,0,0,.13)}
|
||||
.wa-bubble p{margin:0 0 4px 0;line-height:1.4;color:#303030}
|
||||
.wa-bubble p:last-child{margin-bottom:0}
|
||||
.wa-time{font-size:11px;color:#8696a0;text-align:right;margin-top:4px}
|
||||
.wa-message.user .wa-time{color:#61a05e}
|
||||
.wa-sender{font-size:12px;font-weight:600;color:#06cf9c;margin-bottom:2px}
|
||||
.wa-status.read::after{content:'✓✓';color:#53bdeb;margin-left:4px}
|
||||
.wa-system{text-align:center;margin:15px 0;clear:both}
|
||||
.wa-system span{background-color:#e1f2fb;color:#54656f;padding:5px 12px;border-radius:8px;font-size:12px}
|
||||
.wa-date{text-align:center;margin:15px 0;clear:both}
|
||||
.wa-date span{background-color:#fff;color:#54656f;padding:5px 12px;border-radius:8px;font-size:12px;box-shadow:0 1px .5px rgba(0,0,0,.13)}
|
||||
.wa-header{background-color:#075e54;color:#fff;padding:10px 15px;margin:-20px -15px 15px -15px;border-radius:8px 8px 0 0;display:flex;align-items:center;gap:10px}
|
||||
.wa-header-avatar{width:40px;height:40px;background-color:#25d366;border-radius:50%;display:flex;align-items:center;justify-content:center;font-size:18px}
|
||||
.wa-header-info{flex:1}
|
||||
.wa-header-name{font-weight:600;font-size:16px}
|
||||
.wa-header-status{font-size:12px;opacity:.8}
|
||||
</style>
|
||||
433
docs/src/chapter-06-gbdialog/templates/broadcast.md
Normal file
433
docs/src/chapter-06-gbdialog/templates/broadcast.md
Normal file
|
|
@ -0,0 +1,433 @@
|
|||
# Broadcast Template
|
||||
|
||||
The broadcast template enables mass messaging to contact lists, perfect for announcements, marketing campaigns, and bulk notifications through WhatsApp and other channels.
|
||||
|
||||
## Topic: Mass Messaging & Announcements
|
||||
|
||||
This template is perfect for:
|
||||
- Company-wide announcements
|
||||
- Marketing campaigns
|
||||
- Customer notifications
|
||||
- Event reminders
|
||||
- Newsletter distribution
|
||||
|
||||
## The Code
|
||||
|
||||
```basic
|
||||
PARAM message AS STRING LIKE "Hello {name}, how are you?" DESCRIPTION "Message to broadcast, supports {name} and {mobile} variables"
|
||||
PARAM listfile AS STRING LIKE "broadcast.csv" DESCRIPTION "CSV file with contacts (name, mobile columns)"
|
||||
PARAM filter AS STRING LIKE "status=active" DESCRIPTION "Filter condition for contact list" OPTIONAL
|
||||
|
||||
DESCRIPTION "Send broadcast message to a list of contacts from CSV file"
|
||||
|
||||
IF NOT listfile THEN
|
||||
listfile = "broadcast.csv"
|
||||
END IF
|
||||
|
||||
IF filter THEN
|
||||
list = FIND listfile, filter
|
||||
ELSE
|
||||
list = FIND listfile
|
||||
END IF
|
||||
|
||||
IF UBOUND(list) = 0 THEN
|
||||
TALK "No contacts found in " + listfile
|
||||
RETURN 0
|
||||
END IF
|
||||
|
||||
index = 1
|
||||
sent = 0
|
||||
|
||||
DO WHILE index < UBOUND(list)
|
||||
row = list[index]
|
||||
|
||||
msg = REPLACE(message, "{name}", row.name)
|
||||
msg = REPLACE(msg, "{mobile}", row.mobile)
|
||||
|
||||
TALK TO row.mobile, msg
|
||||
WAIT 5
|
||||
|
||||
WITH logEntry
|
||||
timestamp = NOW()
|
||||
user = USERNAME
|
||||
from = FROM
|
||||
mobile = row.mobile
|
||||
name = row.name
|
||||
status = "sent"
|
||||
END WITH
|
||||
|
||||
SAVE "Log.xlsx", logEntry
|
||||
|
||||
sent = sent + 1
|
||||
index = index + 1
|
||||
LOOP
|
||||
|
||||
TALK "Broadcast sent to " + sent + " contacts."
|
||||
|
||||
RETURN sent
|
||||
```
|
||||
|
||||
## Sample Dialogs
|
||||
|
||||
These conversations show how the broadcast template works in real-world scenarios.
|
||||
|
||||
### Dialog 1: Simple Broadcast
|
||||
|
||||
<div class="wa-chat">
|
||||
<div class="wa-header">
|
||||
<div class="wa-header-avatar">📢</div>
|
||||
<div class="wa-header-info">
|
||||
<div class="wa-header-name">Broadcast Bot</div>
|
||||
<div class="wa-header-status">online</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="wa-date"><span>Today</span></div>
|
||||
|
||||
<div class="wa-message user">
|
||||
<div class="wa-bubble">
|
||||
<p>Send a broadcast to all customers</p>
|
||||
<div class="wa-time">10:00 <span class="wa-status read"></span></div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="wa-message bot">
|
||||
<div class="wa-bubble">
|
||||
<div class="wa-sender">Broadcast Bot</div>
|
||||
<p>📢 <strong>Broadcast Setup</strong></p>
|
||||
<p>What message would you like to send?</p>
|
||||
<p>You can use these variables:</p>
|
||||
<p>• <code>{name}</code> - Contact's name</p>
|
||||
<p>• <code>{mobile}</code> - Contact's phone</p>
|
||||
<div class="wa-time">10:00</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="wa-message user">
|
||||
<div class="wa-bubble">
|
||||
<p>Hello {name}, we have exciting news! Our new product line is now available. Check it out at our store!</p>
|
||||
<div class="wa-time">10:01 <span class="wa-status read"></span></div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="wa-message bot">
|
||||
<div class="wa-bubble">
|
||||
<p>📋 <strong>Preview:</strong></p>
|
||||
<p>"Hello John, we have exciting news! Our new product line is now available. Check it out at our store!"</p>
|
||||
<p>📊 <strong>Recipients:</strong> 156 contacts</p>
|
||||
<p>Type <strong>SEND</strong> to start broadcast.</p>
|
||||
<div class="wa-time">10:01</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="wa-message user">
|
||||
<div class="wa-bubble">
|
||||
<p>SEND</p>
|
||||
<div class="wa-time">10:02 <span class="wa-status read"></span></div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="wa-message bot">
|
||||
<div class="wa-bubble">
|
||||
<p>🚀 Broadcasting started...</p>
|
||||
<p>Progress: 0/156</p>
|
||||
<div class="wa-time">10:02</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="wa-message bot">
|
||||
<div class="wa-bubble">
|
||||
<p>✅ <strong>Broadcast Complete!</strong></p>
|
||||
<p>📤 Sent: 154 messages</p>
|
||||
<p>❌ Failed: 2 messages</p>
|
||||
<p>📋 Log saved to Log.xlsx</p>
|
||||
<div class="wa-time">10:15</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
### Dialog 2: Filtered Broadcast
|
||||
|
||||
<div class="wa-chat">
|
||||
<div class="wa-header">
|
||||
<div class="wa-header-avatar">📢</div>
|
||||
<div class="wa-header-info">
|
||||
<div class="wa-header-name">Broadcast Bot</div>
|
||||
<div class="wa-header-status">online</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="wa-message user">
|
||||
<div class="wa-bubble">
|
||||
<p>Send message only to VIP customers</p>
|
||||
<div class="wa-time">14:30 <span class="wa-status read"></span></div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="wa-message bot">
|
||||
<div class="wa-bubble">
|
||||
<p>🎯 <strong>Filtered Broadcast</strong></p>
|
||||
<p>I found 42 VIP customers.</p>
|
||||
<p>What message would you like to send to them?</p>
|
||||
<div class="wa-time">14:30</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="wa-message user">
|
||||
<div class="wa-bubble">
|
||||
<p>Dear {name}, as a valued VIP customer, you're invited to our exclusive preview sale this weekend. Use code VIP20 for 20% off!</p>
|
||||
<div class="wa-time">14:31 <span class="wa-status read"></span></div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="wa-message bot">
|
||||
<div class="wa-bubble">
|
||||
<p>📋 <strong>Preview:</strong></p>
|
||||
<p>"Dear Maria, as a valued VIP customer, you're invited to our exclusive preview sale this weekend. Use code VIP20 for 20% off!"</p>
|
||||
<p>📊 <strong>Recipients:</strong> 42 VIP contacts</p>
|
||||
<p>Type <strong>SEND</strong> to start broadcast.</p>
|
||||
<div class="wa-time">14:31</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
### Dialog 3: No Contacts Found
|
||||
|
||||
<div class="wa-chat">
|
||||
<div class="wa-header">
|
||||
<div class="wa-header-avatar">📢</div>
|
||||
<div class="wa-header-info">
|
||||
<div class="wa-header-name">Broadcast Bot</div>
|
||||
<div class="wa-header-status">online</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="wa-message user">
|
||||
<div class="wa-bubble">
|
||||
<p>Broadcast to inactive users</p>
|
||||
<div class="wa-time">16:00 <span class="wa-status read"></span></div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="wa-message bot">
|
||||
<div class="wa-bubble">
|
||||
<p>⚠️ No contacts found in broadcast.csv matching filter "status=inactive"</p>
|
||||
<p>Would you like to:</p>
|
||||
<p>1. Try a different filter</p>
|
||||
<p>2. Send to all contacts</p>
|
||||
<p>3. Upload a new contact list</p>
|
||||
<div class="wa-time">16:00</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
## Keywords Used
|
||||
|
||||
| Keyword | Purpose |
|
||||
|---------|---------|
|
||||
| `PARAM` | Define input parameters with descriptions |
|
||||
| `DESCRIPTION` | Tool description for AI |
|
||||
| `FIND` | Query contacts from CSV file |
|
||||
| `REPLACE` | Substitute variables in message template |
|
||||
| `TALK TO` | Send message to specific phone number |
|
||||
| `WAIT` | Delay between messages (rate limiting) |
|
||||
| `SAVE` | Log each message to spreadsheet |
|
||||
| `RETURN` | Return count of sent messages |
|
||||
|
||||
## How It Works
|
||||
|
||||
1. **Load Contacts**: `FIND` retrieves contacts from CSV with optional filter
|
||||
2. **Validate List**: Checks if contacts were found
|
||||
3. **Loop Through Contacts**: Iterates through each contact
|
||||
4. **Personalize Message**: `REPLACE` substitutes {name} and {mobile}
|
||||
5. **Send Message**: `TALK TO` delivers to each phone number
|
||||
6. **Rate Limiting**: `WAIT 5` pauses 5 seconds between messages
|
||||
7. **Log Operation**: Each send is recorded in Log.xlsx
|
||||
8. **Report Results**: Returns total messages sent
|
||||
|
||||
## Contact List Format
|
||||
|
||||
Your CSV file should have these columns:
|
||||
|
||||
```csv
|
||||
name,mobile,status,segment
|
||||
John Smith,+5511999999999,active,regular
|
||||
Maria Garcia,+5521888888888,active,vip
|
||||
Carlos Santos,+5531777777777,inactive,regular
|
||||
Ana Lima,+5541666666666,active,vip
|
||||
```
|
||||
|
||||
| Column | Required | Description |
|
||||
|--------|----------|-------------|
|
||||
| `name` | Yes | Contact's display name |
|
||||
| `mobile` | Yes | Phone in international format |
|
||||
| `status` | No | For filtering (active/inactive) |
|
||||
| `segment` | No | For targeting (vip/regular) |
|
||||
|
||||
## Customization Ideas
|
||||
|
||||
### Add Message Templates
|
||||
|
||||
```basic
|
||||
ADD TOOL "broadcast"
|
||||
ADD TOOL "list-templates"
|
||||
ADD TOOL "create-template"
|
||||
|
||||
' Load saved templates
|
||||
templates = FIND "message_templates.csv"
|
||||
|
||||
TALK "Available templates:"
|
||||
FOR EACH template IN templates
|
||||
TALK "• " + template.name + ": " + LEFT(template.message, 50) + "..."
|
||||
NEXT
|
||||
|
||||
TALK "Which template would you like to use?"
|
||||
HEAR templateName
|
||||
|
||||
selected = FIND "message_templates.csv", "name = '" + templateName + "'"
|
||||
message = selected.message
|
||||
```
|
||||
|
||||
### Add Scheduling
|
||||
|
||||
```basic
|
||||
PARAM schedule_time AS STRING LIKE "2025-01-20 09:00" DESCRIPTION "When to send (optional)"
|
||||
|
||||
IF schedule_time THEN
|
||||
SET SCHEDULE schedule_time
|
||||
|
||||
' Store broadcast details for later
|
||||
SET BOT MEMORY "scheduled_message", message
|
||||
SET BOT MEMORY "scheduled_list", listfile
|
||||
SET BOT MEMORY "scheduled_filter", filter
|
||||
|
||||
TALK "📅 Broadcast scheduled for " + schedule_time
|
||||
TALK "I'll send to " + UBOUND(list) + " contacts at that time."
|
||||
RETURN 0
|
||||
END IF
|
||||
```
|
||||
|
||||
### Add Progress Updates
|
||||
|
||||
```basic
|
||||
total = UBOUND(list)
|
||||
checkpoints = [25, 50, 75, 100]
|
||||
|
||||
DO WHILE index <= total
|
||||
' ... send message ...
|
||||
|
||||
' Check progress
|
||||
percent = INT((index / total) * 100)
|
||||
IF INARRAY(percent, checkpoints) THEN
|
||||
TALK "📊 Progress: " + percent + "% (" + index + "/" + total + ")"
|
||||
END IF
|
||||
|
||||
index = index + 1
|
||||
LOOP
|
||||
```
|
||||
|
||||
### Add Opt-Out Handling
|
||||
|
||||
```basic
|
||||
' Check if contact has opted out
|
||||
optouts = FIND "optouts.csv"
|
||||
|
||||
DO WHILE index <= UBOUND(list)
|
||||
row = list[index]
|
||||
|
||||
' Skip opted-out contacts
|
||||
IF FIND("optouts.csv", "mobile = '" + row.mobile + "'") THEN
|
||||
WITH logEntry
|
||||
mobile = row.mobile
|
||||
status = "skipped-optout"
|
||||
END WITH
|
||||
SAVE "Log.xlsx", logEntry
|
||||
index = index + 1
|
||||
CONTINUE
|
||||
END IF
|
||||
|
||||
' ... send message ...
|
||||
LOOP
|
||||
```
|
||||
|
||||
### Add Media Support
|
||||
|
||||
```basic
|
||||
PARAM image AS STRING LIKE "promo.jpg" DESCRIPTION "Image to include (optional)"
|
||||
|
||||
IF image THEN
|
||||
msg = msg + "\n[Image: " + image + "]"
|
||||
TALK TO row.mobile, msg, image
|
||||
ELSE
|
||||
TALK TO row.mobile, msg
|
||||
END IF
|
||||
```
|
||||
|
||||
## Best Practices
|
||||
|
||||
### Message Content
|
||||
|
||||
1. **Personalize**: Always use `{name}` for a personal touch
|
||||
2. **Be Concise**: Keep messages short and clear
|
||||
3. **Clear CTA**: Include a clear call-to-action
|
||||
4. **Identify Yourself**: Make sure recipients know who's messaging
|
||||
|
||||
### Compliance
|
||||
|
||||
1. **Consent Required**: Only message contacts who opted in
|
||||
2. **Easy Opt-Out**: Include unsubscribe instructions
|
||||
3. **Respect Hours**: Don't send late at night
|
||||
4. **Honor Limits**: WhatsApp has daily messaging limits
|
||||
|
||||
### Performance
|
||||
|
||||
1. **Rate Limiting**: Keep 5+ second delays to avoid blocks
|
||||
2. **Batch Processing**: For large lists, consider batching
|
||||
3. **Error Handling**: Log and handle failed sends
|
||||
4. **Monitor Results**: Check logs for delivery issues
|
||||
|
||||
## Logging Structure
|
||||
|
||||
The Log.xlsx file tracks all broadcast activity:
|
||||
|
||||
| Column | Description |
|
||||
|--------|-------------|
|
||||
| timestamp | When message was sent |
|
||||
| user | Who initiated the broadcast |
|
||||
| from | Sender identifier |
|
||||
| mobile | Recipient phone number |
|
||||
| name | Recipient name |
|
||||
| status | sent/failed/skipped |
|
||||
| error | Error message if failed |
|
||||
|
||||
## Related Templates
|
||||
|
||||
- [announcements.bas](./announcements.md) - Company announcements system
|
||||
- [whatsapp.bas](./whatsapp.md) - WhatsApp-specific features
|
||||
- [store.bas](./store.md) - E-commerce with customer notifications
|
||||
|
||||
---
|
||||
|
||||
<style>
|
||||
.wa-chat{background-color:#e5ddd5;border-radius:8px;padding:20px 15px;margin:20px 0;max-width:600px;font-family:-apple-system,BlinkMacSystemFont,'Segoe UI',Roboto,Helvetica,Arial,sans-serif;font-size:14px}
|
||||
.wa-chat::after{content:'';display:table;clear:both}
|
||||
.wa-message{clear:both;margin-bottom:10px;max-width:85%;position:relative}
|
||||
.wa-message.user{float:right}
|
||||
.wa-message.user .wa-bubble{background-color:#dcf8c6;border-radius:8px 0 8px 8px;margin-left:40px}
|
||||
.wa-message.bot{float:left}
|
||||
.wa-message.bot .wa-bubble{background-color:#fff;border-radius:0 8px 8px 8px;margin-right:40px}
|
||||
.wa-bubble{padding:8px 12px;box-shadow:0 1px .5px rgba(0,0,0,.13)}
|
||||
.wa-bubble p{margin:0 0 4px 0;line-height:1.4;color:#303030}
|
||||
.wa-bubble p:last-child{margin-bottom:0}
|
||||
.wa-time{font-size:11px;color:#8696a0;text-align:right;margin-top:4px}
|
||||
.wa-message.user .wa-time{color:#61a05e}
|
||||
.wa-sender{font-size:12px;font-weight:600;color:#06cf9c;margin-bottom:2px}
|
||||
.wa-status.read::after{content:'✓✓';color:#53bdeb;margin-left:4px}
|
||||
.wa-date{text-align:center;margin:15px 0;clear:both}
|
||||
.wa-date span{background-color:#fff;color:#54656f;padding:5px 12px;border-radius:8px;font-size:12px;box-shadow:0 1px .5px rgba(0,0,0,.13)}
|
||||
.wa-header{background-color:#075e54;color:#fff;padding:10px 15px;margin:-20px -15px 15px -15px;border-radius:8px 8px 0 0;display:flex;align-items:center;gap:10px}
|
||||
.wa-header-avatar{width:40px;height:40px;background-color:#25d366;border-radius:50%;display:flex;align-items:center;justify-content:center;font-size:18px}
|
||||
.wa-header-info{flex:1}
|
||||
.wa-header-name{font-weight:600;font-size:16px}
|
||||
.wa-header-status{font-size:12px;opacity:.8}
|
||||
</style>
|
||||
402
docs/src/chapter-06-gbdialog/templates/default.md
Normal file
402
docs/src/chapter-06-gbdialog/templates/default.md
Normal file
|
|
@ -0,0 +1,402 @@
|
|||
# Default Template
|
||||
|
||||
The default template is the starter bot that comes with General Bots, providing essential utility tools like weather forecasts, email sending, SMS messaging, calculations, and translations.
|
||||
|
||||
## Topic: Starter Bot with Essential Tools
|
||||
|
||||
This template is perfect for:
|
||||
- Quick start with General Bots
|
||||
- Basic utility functions
|
||||
- Learning BASIC syntax
|
||||
- Foundation for custom bots
|
||||
|
||||
## Available Tools
|
||||
|
||||
The default template includes these ready-to-use tools:
|
||||
|
||||
| Tool | File | Description |
|
||||
|------|------|-------------|
|
||||
| Weather | `weather.bas` | Get weather forecasts for any city |
|
||||
| Send Email | `send-email.bas` | Send emails to any address |
|
||||
| Send SMS | `send-sms.bas` | Send text messages to mobile phones |
|
||||
| Calculate | `calculate.bas` | Perform mathematical calculations |
|
||||
| Translate | `translate.bas` | Translate text between languages |
|
||||
|
||||
## The Code: weather.bas
|
||||
|
||||
```basic
|
||||
PARAM location AS STRING LIKE "New York" DESCRIPTION "City or location to get weather forecast"
|
||||
|
||||
DESCRIPTION "Get current weather forecast for any city or location"
|
||||
|
||||
lat = 40.7128
|
||||
lon = -74.0060
|
||||
|
||||
location_lower = LCASE(location)
|
||||
|
||||
IF INSTR(location_lower, "new york") > 0 THEN
|
||||
lat = 40.7128
|
||||
lon = -74.0060
|
||||
ELSE IF INSTR(location_lower, "london") > 0 THEN
|
||||
lat = 51.5074
|
||||
lon = -0.1278
|
||||
ELSE IF INSTR(location_lower, "tokyo") > 0 THEN
|
||||
lat = 35.6762
|
||||
lon = 139.6503
|
||||
ELSE IF INSTR(location_lower, "sao paulo") > 0 THEN
|
||||
lat = -23.5505
|
||||
lon = -46.6333
|
||||
END IF
|
||||
|
||||
weather_url = "https://api.open-meteo.com/v1/forecast?latitude=" + lat + "&longitude=" + lon + "¤t_weather=true"
|
||||
|
||||
weather_data = GET weather_url
|
||||
|
||||
IF weather_data.current_weather THEN
|
||||
current = weather_data.current_weather
|
||||
|
||||
code = current.weathercode
|
||||
condition = "Clear"
|
||||
icon = "☀️"
|
||||
|
||||
IF code = 0 THEN
|
||||
condition = "Clear sky"
|
||||
icon = "☀️"
|
||||
ELSE IF code >= 1 AND code <= 3 THEN
|
||||
condition = "Partly cloudy"
|
||||
icon = "⛅"
|
||||
ELSE IF code >= 51 AND code <= 67 THEN
|
||||
condition = "Rainy"
|
||||
icon = "🌧️"
|
||||
ELSE IF code >= 95 AND code <= 99 THEN
|
||||
condition = "Thunderstorm"
|
||||
icon = "⛈️"
|
||||
END IF
|
||||
|
||||
TALK icon + " Weather for " + location + ":"
|
||||
TALK "Temperature: " + current.temperature + "°C"
|
||||
TALK "Condition: " + condition
|
||||
TALK "Wind: " + current.windspeed + " km/h"
|
||||
ELSE
|
||||
TALK "Could not fetch weather for: " + location
|
||||
END IF
|
||||
```
|
||||
|
||||
## Sample Dialogs
|
||||
|
||||
These conversations show how the default template works in real-world scenarios.
|
||||
|
||||
### Dialog 1: Weather Forecast
|
||||
|
||||
<div class="wa-chat">
|
||||
<div class="wa-header">
|
||||
<div class="wa-header-avatar">🤖</div>
|
||||
<div class="wa-header-info">
|
||||
<div class="wa-header-name">General Bot</div>
|
||||
<div class="wa-header-status">online</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="wa-date"><span>Today</span></div>
|
||||
|
||||
<div class="wa-message user">
|
||||
<div class="wa-bubble">
|
||||
<p>What's the weather in Tokyo?</p>
|
||||
<div class="wa-time">10:00 <span class="wa-status read"></span></div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="wa-message bot">
|
||||
<div class="wa-bubble">
|
||||
<div class="wa-sender">General Bot</div>
|
||||
<p>☀️ Weather for Tokyo:</p>
|
||||
<p>Temperature: 18°C</p>
|
||||
<p>Condition: Clear sky</p>
|
||||
<p>Wind: 12 km/h</p>
|
||||
<div class="wa-time">10:00</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
### Dialog 2: Send Email
|
||||
|
||||
<div class="wa-chat">
|
||||
<div class="wa-header">
|
||||
<div class="wa-header-avatar">🤖</div>
|
||||
<div class="wa-header-info">
|
||||
<div class="wa-header-name">General Bot</div>
|
||||
<div class="wa-header-status">online</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="wa-message user">
|
||||
<div class="wa-bubble">
|
||||
<p>Send an email to john@example.com</p>
|
||||
<div class="wa-time">11:30 <span class="wa-status read"></span></div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="wa-message bot">
|
||||
<div class="wa-bubble">
|
||||
<p>Sure! What should be the subject of the email?</p>
|
||||
<div class="wa-time">11:30</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="wa-message user">
|
||||
<div class="wa-bubble">
|
||||
<p>Meeting Tomorrow</p>
|
||||
<div class="wa-time">11:31 <span class="wa-status read"></span></div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="wa-message bot">
|
||||
<div class="wa-bubble">
|
||||
<p>Got it. What would you like to say in the email?</p>
|
||||
<div class="wa-time">11:31</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="wa-message user">
|
||||
<div class="wa-bubble">
|
||||
<p>Hi John, just a reminder about our meeting tomorrow at 2 PM. See you then!</p>
|
||||
<div class="wa-time">11:32 <span class="wa-status read"></span></div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="wa-message bot">
|
||||
<div class="wa-bubble">
|
||||
<p>✅ Email sent successfully!</p>
|
||||
<p>📧 To: john@example.com</p>
|
||||
<p>📋 Subject: Meeting Tomorrow</p>
|
||||
<div class="wa-time">11:32</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
### Dialog 3: Translation
|
||||
|
||||
<div class="wa-chat">
|
||||
<div class="wa-header">
|
||||
<div class="wa-header-avatar">🤖</div>
|
||||
<div class="wa-header-info">
|
||||
<div class="wa-header-name">General Bot</div>
|
||||
<div class="wa-header-status">online</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="wa-message user">
|
||||
<div class="wa-bubble">
|
||||
<p>Translate "Good morning, how are you?" to Spanish</p>
|
||||
<div class="wa-time">09:00 <span class="wa-status read"></span></div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="wa-message bot">
|
||||
<div class="wa-bubble">
|
||||
<p>🌐 Translation (English → Spanish):</p>
|
||||
<p><strong>"Buenos días, ¿cómo estás?"</strong></p>
|
||||
<div class="wa-time">09:00</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
### Dialog 4: Calculation
|
||||
|
||||
<div class="wa-chat">
|
||||
<div class="wa-header">
|
||||
<div class="wa-header-avatar">🤖</div>
|
||||
<div class="wa-header-info">
|
||||
<div class="wa-header-name">General Bot</div>
|
||||
<div class="wa-header-status">online</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="wa-message user">
|
||||
<div class="wa-bubble">
|
||||
<p>Calculate 15% of 850</p>
|
||||
<div class="wa-time">14:15 <span class="wa-status read"></span></div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="wa-message bot">
|
||||
<div class="wa-bubble">
|
||||
<p>🔢 15% of 850 = <strong>127.50</strong></p>
|
||||
<div class="wa-time">14:15</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
## Template Structure
|
||||
|
||||
```
|
||||
default.gbai/
|
||||
├── default.gbdialog/
|
||||
│ ├── calculate.bas # Math calculations
|
||||
│ ├── send-email.bas # Email sending
|
||||
│ ├── send-sms.bas # SMS messaging
|
||||
│ ├── translate.bas # Text translation
|
||||
│ └── weather.bas # Weather forecasts
|
||||
└── default.gbot/
|
||||
└── config.csv # Bot configuration
|
||||
```
|
||||
|
||||
## Keywords Used
|
||||
|
||||
| Keyword | Purpose |
|
||||
|---------|---------|
|
||||
| `PARAM` | Define tool parameters |
|
||||
| `DESCRIPTION` | Tool description for AI |
|
||||
| `GET` | HTTP GET request |
|
||||
| `TALK` | Send message to user |
|
||||
| `SEND MAIL` | Send email |
|
||||
| `SEND SMS` | Send text message |
|
||||
| `INSTR` | Find substring position |
|
||||
| `LCASE` | Convert to lowercase |
|
||||
|
||||
## Supported Cities (Weather)
|
||||
|
||||
The weather tool includes coordinates for these cities:
|
||||
- New York, Los Angeles, Chicago (USA)
|
||||
- London, Paris, Berlin, Madrid (Europe)
|
||||
- Tokyo, Beijing, Singapore, Mumbai, Dubai (Asia)
|
||||
- Sydney (Australia)
|
||||
- São Paulo, Rio de Janeiro (Brazil)
|
||||
- Toronto (Canada)
|
||||
|
||||
## Customization Ideas
|
||||
|
||||
### Add More Cities
|
||||
|
||||
```basic
|
||||
ELSE IF INSTR(location_lower, "amsterdam") > 0 THEN
|
||||
lat = 52.3676
|
||||
lon = 4.9041
|
||||
ELSE IF INSTR(location_lower, "moscow") > 0 THEN
|
||||
lat = 55.7558
|
||||
lon = 37.6173
|
||||
END IF
|
||||
```
|
||||
|
||||
### Add Extended Forecast
|
||||
|
||||
```basic
|
||||
' Get 7-day forecast
|
||||
weather_url = weather_url + "&daily=temperature_2m_max,temperature_2m_min&forecast_days=7"
|
||||
|
||||
weather_data = GET weather_url
|
||||
|
||||
TALK "📅 7-Day Forecast for " + location + ":"
|
||||
FOR i = 1 TO 7
|
||||
TALK "Day " + i + ": " + weather_data.daily.temperature_2m_max[i] + "°C / " + weather_data.daily.temperature_2m_min[i] + "°C"
|
||||
NEXT
|
||||
```
|
||||
|
||||
### Add Email Templates
|
||||
|
||||
```basic
|
||||
PARAM template AS STRING LIKE "meeting-reminder" DESCRIPTION "Email template to use"
|
||||
|
||||
IF template = "meeting-reminder" THEN
|
||||
subject = "Meeting Reminder"
|
||||
body = "Hi {name},\n\nThis is a reminder about our upcoming meeting.\n\nBest regards"
|
||||
body = REPLACE(body, "{name}", recipient_name)
|
||||
END IF
|
||||
|
||||
SEND MAIL recipient, subject, body
|
||||
```
|
||||
|
||||
### Add SMS Confirmation
|
||||
|
||||
```basic
|
||||
PARAM phone AS PHONE DESCRIPTION "Phone number with country code"
|
||||
PARAM message AS STRING DESCRIPTION "Message to send"
|
||||
|
||||
DESCRIPTION "Send SMS with delivery confirmation"
|
||||
|
||||
SEND SMS phone, message
|
||||
|
||||
TALK "📱 SMS sent to " + phone
|
||||
TALK "Message: " + LEFT(message, 50) + "..."
|
||||
|
||||
' Log the message
|
||||
WITH smsLog
|
||||
timestamp = NOW()
|
||||
recipient = phone
|
||||
content = message
|
||||
status = "sent"
|
||||
END WITH
|
||||
|
||||
SAVE "sms_log.csv", smsLog
|
||||
```
|
||||
|
||||
## Using as a Base Template
|
||||
|
||||
The default template is designed to be extended. Here's how to build on it:
|
||||
|
||||
### 1. Copy the Template
|
||||
|
||||
```bash
|
||||
cp -r templates/default.gbai packages/my-bot.gbai
|
||||
```
|
||||
|
||||
### 2. Add Your Tools
|
||||
|
||||
Create new `.bas` files in the `.gbdialog` folder for your custom functionality.
|
||||
|
||||
### 3. Add a Start Script
|
||||
|
||||
Create `start.bas` to configure your bot:
|
||||
|
||||
```basic
|
||||
ADD TOOL "weather"
|
||||
ADD TOOL "send-email"
|
||||
ADD TOOL "send-sms"
|
||||
ADD TOOL "calculate"
|
||||
ADD TOOL "translate"
|
||||
|
||||
' Add your custom tools
|
||||
ADD TOOL "my-custom-tool"
|
||||
|
||||
CLEAR SUGGESTIONS
|
||||
|
||||
ADD SUGGESTION "weather" AS "Check weather"
|
||||
ADD SUGGESTION "email" AS "Send email"
|
||||
ADD SUGGESTION "translate" AS "Translate text"
|
||||
|
||||
BEGIN TALK
|
||||
Welcome! I can help you with weather, emails, translations, and more.
|
||||
END TALK
|
||||
```
|
||||
|
||||
## Related Templates
|
||||
|
||||
- [start.bas](./start.md) - Basic greeting flow
|
||||
- [broadcast.bas](./broadcast.md) - Mass messaging
|
||||
- [store.bas](./store.md) - E-commerce features
|
||||
|
||||
---
|
||||
|
||||
<style>
|
||||
.wa-chat{background-color:#e5ddd5;border-radius:8px;padding:20px 15px;margin:20px 0;max-width:600px;font-family:-apple-system,BlinkMacSystemFont,'Segoe UI',Roboto,Helvetica,Arial,sans-serif;font-size:14px}
|
||||
.wa-chat::after{content:'';display:table;clear:both}
|
||||
.wa-message{clear:both;margin-bottom:10px;max-width:85%;position:relative}
|
||||
.wa-message.user{float:right}
|
||||
.wa-message.user .wa-bubble{background-color:#dcf8c6;border-radius:8px 0 8px 8px;margin-left:40px}
|
||||
.wa-message.bot{float:left}
|
||||
.wa-message.bot .wa-bubble{background-color:#fff;border-radius:0 8px 8px 8px;margin-right:40px}
|
||||
.wa-bubble{padding:8px 12px;box-shadow:0 1px .5px rgba(0,0,0,.13)}
|
||||
.wa-bubble p{margin:0 0 4px 0;line-height:1.4;color:#303030}
|
||||
.wa-bubble p:last-child{margin-bottom:0}
|
||||
.wa-time{font-size:11px;color:#8696a0;text-align:right;margin-top:4px}
|
||||
.wa-message.user .wa-time{color:#61a05e}
|
||||
.wa-sender{font-size:12px;font-weight:600;color:#06cf9c;margin-bottom:2px}
|
||||
.wa-status.read::after{content:'✓✓';color:#53bdeb;margin-left:4px}
|
||||
.wa-date{text-align:center;margin:15px 0;clear:both}
|
||||
.wa-date span{background-color:#fff;color:#54656f;padding:5px 12px;border-radius:8px;font-size:12px;box-shadow:0 1px .5px rgba(0,0,0,.13)}
|
||||
.wa-header{background-color:#075e54;color:#fff;padding:10px 15px;margin:-20px -15px 15px -15px;border-radius:8px 8px 0 0;display:flex;align-items:center;gap:10px}
|
||||
.wa-header-avatar{width:40px;height:40px;background-color:#25d366;border-radius:50%;display:flex;align-items:center;justify-content:center;font-size:18px}
|
||||
.wa-header-info{flex:1}
|
||||
.wa-header-name{font-weight:600;font-size:16px}
|
||||
.wa-header-status{font-size:12px;opacity:.8}
|
||||
</style>
|
||||
555
docs/src/chapter-06-gbdialog/templates/edu.md
Normal file
555
docs/src/chapter-06-gbdialog/templates/edu.md
Normal file
|
|
@ -0,0 +1,555 @@
|
|||
# Education Template
|
||||
|
||||
The education template provides a comprehensive educational institution assistant that helps students and staff with enrollment, course management, schedules, grades, tuition information, and academic support.
|
||||
|
||||
## Topic: Educational Institution Assistant
|
||||
|
||||
This template is perfect for:
|
||||
- Universities and colleges
|
||||
- Online learning platforms
|
||||
- Training centers
|
||||
- K-12 schools
|
||||
- Corporate learning management
|
||||
|
||||
## The Code
|
||||
|
||||
```basic
|
||||
ADD TOOL "enrollment"
|
||||
ADD TOOL "course-info"
|
||||
ADD TOOL "schedule"
|
||||
ADD TOOL "grades"
|
||||
ADD TOOL "tuition"
|
||||
ADD TOOL "support"
|
||||
|
||||
USE KB "edu.gbkb"
|
||||
|
||||
CLEAR SUGGESTIONS
|
||||
|
||||
ADD SUGGESTION "enroll" AS "Enroll in a course"
|
||||
ADD SUGGESTION "courses" AS "View available courses"
|
||||
ADD SUGGESTION "schedule" AS "My class schedule"
|
||||
ADD SUGGESTION "grades" AS "Check my grades"
|
||||
ADD SUGGESTION "tuition" AS "Payment information"
|
||||
ADD SUGGESTION "help" AS "Academic support"
|
||||
|
||||
SET CONTEXT "education" AS "You are an educational institution assistant helping with enrollment, courses, schedules, grades, and academic support. Be helpful and guide students through processes clearly."
|
||||
|
||||
BEGIN TALK
|
||||
**Education Assistant**
|
||||
|
||||
Welcome! I can help you with:
|
||||
• Course enrollment and registration
|
||||
• Available courses and programs
|
||||
• Class schedules and calendars
|
||||
• Grades and transcripts
|
||||
• Tuition and payment info
|
||||
• Academic support and advising
|
||||
|
||||
Select an option or ask me anything.
|
||||
END TALK
|
||||
|
||||
BEGIN SYSTEM PROMPT
|
||||
You are an AI assistant for an educational institution.
|
||||
|
||||
Be friendly and professional.
|
||||
Provide clear, accurate assistance.
|
||||
Reduce administrative workload by handling common inquiries.
|
||||
Help with enrollment and registration.
|
||||
Provide course information and prerequisites.
|
||||
Answer admissions questions.
|
||||
Guide through registration process.
|
||||
Explain academic policies.
|
||||
END SYSTEM PROMPT
|
||||
```
|
||||
|
||||
## Sample Dialogs
|
||||
|
||||
These conversations show how the education template works in real-world scenarios.
|
||||
|
||||
### Dialog 1: Course Enrollment
|
||||
|
||||
<div class="wa-chat">
|
||||
<div class="wa-header">
|
||||
<div class="wa-header-avatar">🎓</div>
|
||||
<div class="wa-header-info">
|
||||
<div class="wa-header-name">Education Assistant</div>
|
||||
<div class="wa-header-status">online</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="wa-date"><span>Today</span></div>
|
||||
|
||||
<div class="wa-message bot">
|
||||
<div class="wa-bubble">
|
||||
<div class="wa-sender">Education Assistant</div>
|
||||
<p><strong>Education Assistant</strong></p>
|
||||
<p>Welcome! I can help you with:</p>
|
||||
<p>• Course enrollment and registration<br>• Available courses and programs<br>• Class schedules and calendars<br>• Grades and transcripts</p>
|
||||
<div class="wa-time">10:00</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="wa-message user">
|
||||
<div class="wa-bubble">
|
||||
<p>I want to enroll in a course</p>
|
||||
<div class="wa-time">10:01 <span class="wa-status read"></span></div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="wa-message bot">
|
||||
<div class="wa-bubble">
|
||||
<p>Great! I'd be happy to help you enroll in a course. 📚</p>
|
||||
<p>What subject area are you interested in?</p>
|
||||
<p>• Computer Science<br>• Business Administration<br>• Languages<br>• Mathematics<br>• Sciences</p>
|
||||
<p>Or tell me the specific course name if you know it.</p>
|
||||
<div class="wa-time">10:01</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="wa-message user">
|
||||
<div class="wa-bubble">
|
||||
<p>Computer Science</p>
|
||||
<div class="wa-time">10:02 <span class="wa-status read"></span></div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="wa-message bot">
|
||||
<div class="wa-bubble">
|
||||
<p>📖 <strong>Available Computer Science Courses:</strong></p>
|
||||
<p>1. CS101 - Introduction to Programming<br> 📅 Mon/Wed 9:00 AM | 3 credits | Open</p>
|
||||
<p>2. CS201 - Data Structures<br> 📅 Tue/Thu 2:00 PM | 4 credits | Open</p>
|
||||
<p>3. CS301 - Algorithms<br> 📅 Mon/Wed 1:00 PM | 4 credits | Waitlist</p>
|
||||
<p>Which course would you like to enroll in?</p>
|
||||
<div class="wa-time">10:02</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="wa-message user">
|
||||
<div class="wa-bubble">
|
||||
<p>CS101</p>
|
||||
<div class="wa-time">10:03 <span class="wa-status read"></span></div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="wa-message bot">
|
||||
<div class="wa-bubble">
|
||||
<p>✅ <strong>Enrollment Confirmed!</strong></p>
|
||||
<p>📚 <strong>Course:</strong> CS101 - Introduction to Programming<br>📅 <strong>Schedule:</strong> Mon/Wed 9:00-10:30 AM<br>🏫 <strong>Room:</strong> Building A, Room 204<br>👨🏫 <strong>Instructor:</strong> Prof. Johnson</p>
|
||||
<p>You'll receive a confirmation email shortly. Your first class is next Monday!</p>
|
||||
<div class="wa-time">10:03</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
### Dialog 2: Check Grades
|
||||
|
||||
<div class="wa-chat">
|
||||
<div class="wa-header">
|
||||
<div class="wa-header-avatar">🎓</div>
|
||||
<div class="wa-header-info">
|
||||
<div class="wa-header-name">Education Assistant</div>
|
||||
<div class="wa-header-status">online</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="wa-message user">
|
||||
<div class="wa-bubble">
|
||||
<p>What are my grades?</p>
|
||||
<div class="wa-time">14:30 <span class="wa-status read"></span></div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="wa-message bot">
|
||||
<div class="wa-bubble">
|
||||
<p>📊 <strong>Your Current Grades - Fall 2024</strong></p>
|
||||
<p>┌─────────────────────────┐<br>│ CS101 Programming A │<br>│ MATH201 Calculus B+ │<br>│ ENG102 Composition A- │<br>│ PHYS101 Physics B │<br>└─────────────────────────┘</p>
|
||||
<p><strong>Term GPA:</strong> 3.45<br><strong>Cumulative GPA:</strong> 3.52</p>
|
||||
<p>Great work! You're on the Dean's List! 🌟</p>
|
||||
<div class="wa-time">14:30</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
### Dialog 3: Class Schedule
|
||||
|
||||
<div class="wa-chat">
|
||||
<div class="wa-header">
|
||||
<div class="wa-header-avatar">🎓</div>
|
||||
<div class="wa-header-info">
|
||||
<div class="wa-header-name">Education Assistant</div>
|
||||
<div class="wa-header-status">online</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="wa-message user">
|
||||
<div class="wa-bubble">
|
||||
<p>Show my class schedule</p>
|
||||
<div class="wa-time">08:00 <span class="wa-status read"></span></div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="wa-message bot">
|
||||
<div class="wa-bubble">
|
||||
<p>📅 <strong>Your Weekly Schedule</strong></p>
|
||||
<p><strong>Monday:</strong><br>• 9:00 AM - CS101 (Room A204)<br>• 2:00 PM - MATH201 (Room B105)</p>
|
||||
<p><strong>Tuesday:</strong><br>• 10:30 AM - ENG102 (Room C301)<br>• 2:00 PM - PHYS101 (Lab D102)</p>
|
||||
<p><strong>Wednesday:</strong><br>• 9:00 AM - CS101 (Room A204)<br>• 2:00 PM - MATH201 (Room B105)</p>
|
||||
<p><strong>Thursday:</strong><br>• 10:30 AM - ENG102 (Room C301)<br>• 2:00 PM - PHYS101 (Room B203)</p>
|
||||
<p><strong>Friday:</strong><br>• Office Hours available</p>
|
||||
<div class="wa-time">08:00</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
### Dialog 4: Tuition Payment
|
||||
|
||||
<div class="wa-chat">
|
||||
<div class="wa-header">
|
||||
<div class="wa-header-avatar">🎓</div>
|
||||
<div class="wa-header-info">
|
||||
<div class="wa-header-name">Education Assistant</div>
|
||||
<div class="wa-header-status">online</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="wa-message user">
|
||||
<div class="wa-bubble">
|
||||
<p>How much do I owe for tuition?</p>
|
||||
<div class="wa-time">11:20 <span class="wa-status read"></span></div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="wa-message bot">
|
||||
<div class="wa-bubble">
|
||||
<p>💰 <strong>Tuition Summary - Fall 2024</strong></p>
|
||||
<p><strong>Charges:</strong><br>• Tuition (14 credits): $7,000.00<br>• Technology Fee: $150.00<br>• Activity Fee: $75.00<br>───────────────<br><strong>Total:</strong> $7,225.00</p>
|
||||
<p><strong>Payments/Aid:</strong><br>• Scholarship: -$3,000.00<br>• Payment (Aug 15): -$2,000.00<br>───────────────<br><strong>Balance Due:</strong> $2,225.00</p>
|
||||
<p>📅 <strong>Due Date:</strong> October 15, 2024</p>
|
||||
<p>Would you like to make a payment or set up a payment plan?</p>
|
||||
<div class="wa-time">11:20</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="wa-message user">
|
||||
<div class="wa-bubble">
|
||||
<p>Set up a payment plan</p>
|
||||
<div class="wa-time">11:21 <span class="wa-status read"></span></div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="wa-message bot">
|
||||
<div class="wa-bubble">
|
||||
<p>📋 <strong>Payment Plan Options</strong></p>
|
||||
<p><strong>Option 1:</strong> 2 Monthly Payments<br>• $1,112.50 on Oct 15<br>• $1,112.50 on Nov 15<br>• No fee</p>
|
||||
<p><strong>Option 2:</strong> 4 Monthly Payments<br>• $556.25 per month (Oct-Jan)<br>• $25 setup fee</p>
|
||||
<p>Which option would you prefer?</p>
|
||||
<div class="wa-time">11:21</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
## Keywords Used
|
||||
|
||||
| Keyword | Purpose |
|
||||
|---------|---------|
|
||||
| `ADD TOOL` | Register enrollment and academic tools |
|
||||
| `USE KB` | Load educational knowledge base |
|
||||
| `ADD SUGGESTION` | Create quick action buttons |
|
||||
| `SET CONTEXT` | Define educational assistant behavior |
|
||||
| `BEGIN TALK` | Welcome message block |
|
||||
| `BEGIN SYSTEM PROMPT` | AI behavior instructions |
|
||||
|
||||
## Template Structure
|
||||
|
||||
```
|
||||
edu.gbai/
|
||||
├── edu.gbdialog/
|
||||
│ ├── start.bas # Main entry point
|
||||
│ └── enrollment.bas # Enrollment workflow
|
||||
├── edu.gbdata/
|
||||
│ └── (data tables) # Student/course data
|
||||
├── edu.gbot/
|
||||
│ └── config.csv # Bot configuration
|
||||
└── edu.gbkb/
|
||||
└── academic-policies.md # Knowledge base
|
||||
```
|
||||
|
||||
## Enrollment Tool: enrollment.bas
|
||||
|
||||
```basic
|
||||
PARAM student_id AS STRING DESCRIPTION "Student ID number"
|
||||
PARAM course_code AS STRING LIKE "CS101" DESCRIPTION "Course code to enroll in"
|
||||
|
||||
DESCRIPTION "Enroll a student in a course after checking prerequisites and availability"
|
||||
|
||||
' Verify student exists
|
||||
student = FIND "students.csv", "id = '" + student_id + "'"
|
||||
IF NOT student THEN
|
||||
TALK "Student ID not found. Please verify your ID."
|
||||
RETURN NULL
|
||||
END IF
|
||||
|
||||
' Get course information
|
||||
course = FIND "courses.csv", "code = '" + course_code + "'"
|
||||
IF NOT course THEN
|
||||
TALK "Course " + course_code + " not found."
|
||||
RETURN NULL
|
||||
END IF
|
||||
|
||||
' Check if already enrolled
|
||||
existing = FIND "enrollments.csv", "student_id = '" + student_id + "' AND course_code = '" + course_code + "'"
|
||||
IF existing THEN
|
||||
TALK "You're already enrolled in " + course_code + "."
|
||||
RETURN NULL
|
||||
END IF
|
||||
|
||||
' Check prerequisites
|
||||
IF course.prerequisite <> "" THEN
|
||||
prereq = FIND "enrollments.csv", "student_id = '" + student_id + "' AND course_code = '" + course.prerequisite + "' AND grade >= 'C'"
|
||||
IF NOT prereq THEN
|
||||
TALK "You need to complete " + course.prerequisite + " before enrolling in " + course_code + "."
|
||||
RETURN NULL
|
||||
END IF
|
||||
END IF
|
||||
|
||||
' Check availability
|
||||
enrolled_count = COUNT("enrollments.csv", "course_code = '" + course_code + "' AND term = 'Fall2024'")
|
||||
IF enrolled_count >= course.capacity THEN
|
||||
TALK "This course is full. Would you like to join the waitlist?"
|
||||
HEAR waitlist_choice
|
||||
IF LOWER(waitlist_choice) = "yes" THEN
|
||||
WITH waitlist_entry
|
||||
student_id = student_id
|
||||
course_code = course_code
|
||||
timestamp = NOW()
|
||||
END WITH
|
||||
SAVE "waitlist.csv", waitlist_entry
|
||||
TALK "You've been added to the waitlist. We'll notify you if a spot opens."
|
||||
END IF
|
||||
RETURN NULL
|
||||
END IF
|
||||
|
||||
' Create enrollment
|
||||
WITH enrollment
|
||||
id = GUID()
|
||||
student_id = student_id
|
||||
course_code = course_code
|
||||
term = "Fall2024"
|
||||
enrollment_date = NOW()
|
||||
status = "enrolled"
|
||||
END WITH
|
||||
|
||||
SAVE "enrollments.csv", enrollment
|
||||
|
||||
' Send confirmation email
|
||||
SEND MAIL student.email, "Enrollment Confirmed: " + course_code,
|
||||
"You have been enrolled in " + course.name + ".\n" +
|
||||
"Schedule: " + course.schedule + "\n" +
|
||||
"Room: " + course.room + "\n" +
|
||||
"Instructor: " + course.instructor
|
||||
|
||||
TALK "✅ You're enrolled in " + course.name + "!"
|
||||
TALK "📅 Schedule: " + course.schedule
|
||||
TALK "🏫 Room: " + course.room
|
||||
|
||||
RETURN enrollment.id
|
||||
```
|
||||
|
||||
## Grades Tool: grades.bas
|
||||
|
||||
```basic
|
||||
PARAM student_id AS STRING DESCRIPTION "Student ID number"
|
||||
PARAM term AS STRING LIKE "Fall2024" DESCRIPTION "Academic term" OPTIONAL
|
||||
|
||||
DESCRIPTION "Retrieve student grades for current or specified term"
|
||||
|
||||
IF NOT term THEN
|
||||
term = "Fall2024" ' Current term
|
||||
END IF
|
||||
|
||||
' Get student info
|
||||
student = FIND "students.csv", "id = '" + student_id + "'"
|
||||
IF NOT student THEN
|
||||
TALK "Student not found."
|
||||
RETURN NULL
|
||||
END IF
|
||||
|
||||
' Get enrollments with grades
|
||||
enrollments = FIND "enrollments.csv", "student_id = '" + student_id + "' AND term = '" + term + "'"
|
||||
|
||||
IF UBOUND(enrollments) = 0 THEN
|
||||
TALK "No courses found for " + term + "."
|
||||
RETURN NULL
|
||||
END IF
|
||||
|
||||
TALK "📊 **Grades for " + student.name + " - " + term + "**"
|
||||
TALK ""
|
||||
|
||||
total_points = 0
|
||||
total_credits = 0
|
||||
|
||||
FOR EACH enrollment IN enrollments
|
||||
course = FIND "courses.csv", "code = '" + enrollment.course_code + "'"
|
||||
|
||||
grade_display = enrollment.grade
|
||||
IF grade_display = "" THEN
|
||||
grade_display = "In Progress"
|
||||
END IF
|
||||
|
||||
TALK "• " + enrollment.course_code + " - " + course.name + ": **" + grade_display + "**"
|
||||
|
||||
IF enrollment.grade <> "" THEN
|
||||
grade_points = GRADE_TO_POINTS(enrollment.grade)
|
||||
total_points = total_points + (grade_points * course.credits)
|
||||
total_credits = total_credits + course.credits
|
||||
END IF
|
||||
NEXT
|
||||
|
||||
IF total_credits > 0 THEN
|
||||
gpa = total_points / total_credits
|
||||
TALK ""
|
||||
TALK "**Term GPA:** " + FORMAT(gpa, "#.00")
|
||||
|
||||
IF gpa >= 3.5 THEN
|
||||
TALK "🌟 Dean's List!"
|
||||
END IF
|
||||
END IF
|
||||
|
||||
RETURN enrollments
|
||||
```
|
||||
|
||||
## Customization Ideas
|
||||
|
||||
### Add Course Recommendations
|
||||
|
||||
```basic
|
||||
ADD TOOL "recommend-courses"
|
||||
|
||||
' Based on major and completed courses
|
||||
completed = FIND "enrollments.csv", "student_id = '" + student_id + "' AND grade >= 'C'"
|
||||
major = student.major
|
||||
|
||||
' Find next required courses
|
||||
requirements = FIND "degree_requirements.csv", "major = '" + major + "'"
|
||||
|
||||
recommended = []
|
||||
FOR EACH req IN requirements
|
||||
already_done = FILTER(completed, "course_code = '" + req.course_code + "'")
|
||||
IF UBOUND(already_done) = 0 THEN
|
||||
' Check if prerequisites met
|
||||
IF req.prerequisite = "" OR HAS_COMPLETED(student_id, req.prerequisite) THEN
|
||||
PUSH recommended, req
|
||||
END IF
|
||||
END IF
|
||||
NEXT
|
||||
|
||||
TALK "Based on your progress, I recommend these courses for next term:"
|
||||
FOR EACH course IN FIRST(recommended, 5)
|
||||
TALK "• " + course.course_code + " - " + course.name
|
||||
NEXT
|
||||
```
|
||||
|
||||
### Add Academic Calendar Integration
|
||||
|
||||
```basic
|
||||
ADD TOOL "important-dates"
|
||||
|
||||
dates = FIND "academic_calendar.csv", "date >= '" + NOW() + "' AND date <= '" + DATEADD(NOW(), 30, 'days') + "'"
|
||||
|
||||
TALK "📅 **Upcoming Important Dates:**"
|
||||
FOR EACH date IN dates
|
||||
TALK "• " + FORMAT(date.date, "MMM DD") + ": " + date.event
|
||||
NEXT
|
||||
```
|
||||
|
||||
### Add Advisor Scheduling
|
||||
|
||||
```basic
|
||||
ADD TOOL "book-advisor"
|
||||
|
||||
PARAM preferred_date AS DATE DESCRIPTION "Preferred date for appointment"
|
||||
|
||||
advisor = FIND "advisors.csv", "department = '" + student.major + "'"
|
||||
available = FIND "advisor_slots.csv", "advisor_id = '" + advisor.id + "' AND date = '" + preferred_date + "' AND booked = false"
|
||||
|
||||
IF UBOUND(available) > 0 THEN
|
||||
TALK "Available times on " + FORMAT(preferred_date, "MMM DD") + ":"
|
||||
FOR EACH slot IN available
|
||||
ADD SUGGESTION slot.time AS slot.time
|
||||
NEXT
|
||||
HEAR selected_time
|
||||
|
||||
' Book the appointment
|
||||
UPDATE "advisor_slots" SET booked = true WHERE id = slot.id
|
||||
|
||||
TALK "✅ Appointment booked with " + advisor.name + " on " + FORMAT(preferred_date, "MMM DD") + " at " + selected_time
|
||||
SEND MAIL student.email, "Advisor Appointment Confirmed", "Your meeting with " + advisor.name + " is scheduled."
|
||||
END IF
|
||||
```
|
||||
|
||||
### Add Document Requests
|
||||
|
||||
```basic
|
||||
ADD TOOL "request-transcript"
|
||||
|
||||
PARAM delivery_method AS STRING LIKE "email" DESCRIPTION "Delivery: email, mail, or pickup"
|
||||
|
||||
' Check for holds
|
||||
holds = FIND "student_holds.csv", "student_id = '" + student_id + "' AND resolved = false"
|
||||
IF UBOUND(holds) > 0 THEN
|
||||
TALK "⚠️ There's a hold on your account. Please resolve it before requesting transcripts."
|
||||
TALK "Hold reason: " + holds[1].reason
|
||||
RETURN NULL
|
||||
END IF
|
||||
|
||||
' Create transcript request
|
||||
WITH request
|
||||
id = GUID()
|
||||
student_id = student_id
|
||||
type = "official_transcript"
|
||||
delivery = delivery_method
|
||||
status = "processing"
|
||||
request_date = NOW()
|
||||
fee = 10.00
|
||||
END WITH
|
||||
|
||||
SAVE "document_requests.csv", request
|
||||
|
||||
TALK "✅ Transcript request submitted!"
|
||||
TALK "📋 Request #: " + request.id
|
||||
TALK "💰 Fee: $10.00 (added to your account)"
|
||||
TALK "📬 Delivery: " + delivery_method
|
||||
TALK "⏱️ Processing time: 3-5 business days"
|
||||
```
|
||||
|
||||
## Related Templates
|
||||
|
||||
- [start.bas](./start.md) - Basic greeting patterns
|
||||
- [enrollment.bas](./enrollment.md) - Detailed enrollment workflow
|
||||
- [auth.bas](./auth.md) - Student authentication
|
||||
|
||||
---
|
||||
|
||||
<style>
|
||||
.wa-chat{background-color:#e5ddd5;border-radius:8px;padding:20px 15px;margin:20px 0;max-width:600px;font-family:-apple-system,BlinkMacSystemFont,'Segoe UI',Roboto,Helvetica,Arial,sans-serif;font-size:14px}
|
||||
.wa-chat::after{content:'';display:table;clear:both}
|
||||
.wa-message{clear:both;margin-bottom:10px;max-width:85%;position:relative}
|
||||
.wa-message.user{float:right}
|
||||
.wa-message.user .wa-bubble{background-color:#dcf8c6;border-radius:8px 0 8px 8px;margin-left:40px}
|
||||
.wa-message.bot{float:left}
|
||||
.wa-message.bot .wa-bubble{background-color:#fff;border-radius:0 8px 8px 8px;margin-right:40px}
|
||||
.wa-bubble{padding:8px 12px;box-shadow:0 1px .5px rgba(0,0,0,.13)}
|
||||
.wa-bubble p{margin:0 0 4px 0;line-height:1.4;color:#303030}
|
||||
.wa-bubble p:last-child{margin-bottom:0}
|
||||
.wa-time{font-size:11px;color:#8696a0;text-align:right;margin-top:4px}
|
||||
.wa-message.user .wa-time{color:#61a05e}
|
||||
.wa-sender{font-size:12px;font-weight:600;color:#06cf9c;margin-bottom:2px}
|
||||
.wa-status.read::after{content:'✓✓';color:#53bdeb;margin-left:4px}
|
||||
.wa-date{text-align:center;margin:15px 0;clear:both}
|
||||
.wa-date span{background-color:#fff;color:#54656f;padding:5px 12px;border-radius:8px;font-size:12px;box-shadow:0 1px .5px rgba(0,0,0,.13)}
|
||||
.wa-header{background-color:#075e54;color:#fff;padding:10px 15px;margin:-20px -15px 15px -15px;border-radius:8px 8px 0 0;display:flex;align-items:center;gap:10px}
|
||||
.wa-header-avatar{width:40px;height:40px;background-color:#25d366;border-radius:50%;display:flex;align-items:center;justify-content:center;font-size:18px}
|
||||
.wa-header-info{flex:1}
|
||||
.wa-header-name{font-weight:600;font-size:16px}
|
||||
.wa-header-status{font-size:12px;opacity:.8}
|
||||
</style>
|
||||
695
docs/src/chapter-06-gbdialog/templates/employees.md
Normal file
695
docs/src/chapter-06-gbdialog/templates/employees.md
Normal file
|
|
@ -0,0 +1,695 @@
|
|||
# HR Employees Template
|
||||
|
||||
The HR Employees template provides a comprehensive employee management system that helps HR teams manage employee records, organizational structure, and personnel information through a conversational interface.
|
||||
|
||||
## Topic: Employee Management & HR Directory
|
||||
|
||||
This template is perfect for:
|
||||
- HR departments
|
||||
- People operations teams
|
||||
- Employee self-service portals
|
||||
- Organizational management
|
||||
- Employee directory services
|
||||
|
||||
## The Code
|
||||
|
||||
```basic
|
||||
ADD TOOL "add-employee"
|
||||
ADD TOOL "update-employee"
|
||||
ADD TOOL "search-employee"
|
||||
ADD TOOL "employee-directory"
|
||||
ADD TOOL "org-chart"
|
||||
ADD TOOL "emergency-contacts"
|
||||
|
||||
USE KB "employees.gbkb"
|
||||
|
||||
SET CONTEXT "employee management" AS "You are an HR assistant helping manage employee information. Help with adding new employees, updating records, searching the directory, viewing org charts, and managing emergency contacts. Maintain confidentiality of employee data."
|
||||
|
||||
CLEAR SUGGESTIONS
|
||||
|
||||
ADD SUGGESTION "directory" AS "Employee directory"
|
||||
ADD SUGGESTION "add" AS "Add new employee"
|
||||
ADD SUGGESTION "search" AS "Search employee"
|
||||
ADD SUGGESTION "org" AS "Organization chart"
|
||||
ADD SUGGESTION "emergency" AS "Emergency contacts"
|
||||
|
||||
BEGIN TALK
|
||||
**Employee Management System**
|
||||
|
||||
I can help you with:
|
||||
• View employee directory
|
||||
• Add new employees
|
||||
• Search for employees
|
||||
• View organization chart
|
||||
• Manage emergency contacts
|
||||
• Generate employee reports
|
||||
|
||||
Select an option or tell me what you need.
|
||||
END TALK
|
||||
|
||||
BEGIN SYSTEM PROMPT
|
||||
You are an HR assistant for the Employee Management System.
|
||||
|
||||
Confirm sensitive operations before executing.
|
||||
Never expose salaries or personal IDs without authorization.
|
||||
Use professional and helpful language.
|
||||
END SYSTEM PROMPT
|
||||
```
|
||||
|
||||
## Sample Dialogs
|
||||
|
||||
These conversations show how the HR Employees template works in real-world scenarios.
|
||||
|
||||
### Dialog 1: Search Employee
|
||||
|
||||
<div class="wa-chat">
|
||||
<div class="wa-header">
|
||||
<div class="wa-header-avatar">👥</div>
|
||||
<div class="wa-header-info">
|
||||
<div class="wa-header-name">HR Assistant</div>
|
||||
<div class="wa-header-status">online</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="wa-date"><span>Today</span></div>
|
||||
|
||||
<div class="wa-message bot">
|
||||
<div class="wa-bubble">
|
||||
<div class="wa-sender">HR Assistant</div>
|
||||
<p><strong>Employee Management System</strong></p>
|
||||
<p>I can help you with:</p>
|
||||
<p>• View employee directory<br>• Add new employees<br>• Search for employees<br>• View organization chart</p>
|
||||
<p>Select an option or tell me what you need.</p>
|
||||
<div class="wa-time">09:00</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="wa-message user">
|
||||
<div class="wa-bubble">
|
||||
<p>Find John from Engineering</p>
|
||||
<div class="wa-time">09:01 <span class="wa-status read"></span></div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="wa-message bot">
|
||||
<div class="wa-bubble">
|
||||
<p>🔍 Found 2 employees matching "John" in Engineering:</p>
|
||||
<p></p>
|
||||
<p><strong>1. John Smith</strong></p>
|
||||
<p>📧 john.smith@company.com</p>
|
||||
<p>📞 Ext. 4521</p>
|
||||
<p>💼 Senior Software Engineer</p>
|
||||
<p>🏢 Engineering > Backend Team</p>
|
||||
<p></p>
|
||||
<p><strong>2. John Davis</strong></p>
|
||||
<p>📧 john.davis@company.com</p>
|
||||
<p>📞 Ext. 4532</p>
|
||||
<p>💼 Engineering Manager</p>
|
||||
<p>🏢 Engineering > Platform Team</p>
|
||||
<p></p>
|
||||
<p>Would you like more details on either employee?</p>
|
||||
<div class="wa-time">09:01</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
### Dialog 2: Add New Employee
|
||||
|
||||
<div class="wa-chat">
|
||||
<div class="wa-header">
|
||||
<div class="wa-header-avatar">👥</div>
|
||||
<div class="wa-header-info">
|
||||
<div class="wa-header-name">HR Assistant</div>
|
||||
<div class="wa-header-status">online</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="wa-message user">
|
||||
<div class="wa-bubble">
|
||||
<p>Add a new employee</p>
|
||||
<div class="wa-time">10:30 <span class="wa-status read"></span></div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="wa-message bot">
|
||||
<div class="wa-bubble">
|
||||
<p>📝 <strong>New Employee Onboarding</strong></p>
|
||||
<p>I'll help you add a new employee to the system.</p>
|
||||
<p>What is the employee's <strong>full name</strong>?</p>
|
||||
<div class="wa-time">10:30</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="wa-message user">
|
||||
<div class="wa-bubble">
|
||||
<p>Maria Santos</p>
|
||||
<div class="wa-time">10:31 <span class="wa-status read"></span></div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="wa-message bot">
|
||||
<div class="wa-bubble">
|
||||
<p>What is Maria's <strong>job title</strong>?</p>
|
||||
<div class="wa-time">10:31</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="wa-message user">
|
||||
<div class="wa-bubble">
|
||||
<p>Product Designer</p>
|
||||
<div class="wa-time">10:31 <span class="wa-status read"></span></div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="wa-message bot">
|
||||
<div class="wa-bubble">
|
||||
<p>Which <strong>department</strong> will Maria join?</p>
|
||||
<p>• Engineering</p>
|
||||
<p>• Product</p>
|
||||
<p>• Design</p>
|
||||
<p>• Marketing</p>
|
||||
<p>• Sales</p>
|
||||
<p>• HR</p>
|
||||
<p>• Finance</p>
|
||||
<div class="wa-time">10:31</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="wa-message user">
|
||||
<div class="wa-bubble">
|
||||
<p>Design</p>
|
||||
<div class="wa-time">10:32 <span class="wa-status read"></span></div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="wa-message bot">
|
||||
<div class="wa-bubble">
|
||||
<p>Who will be Maria's <strong>manager</strong>?</p>
|
||||
<div class="wa-time">10:32</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="wa-message user">
|
||||
<div class="wa-bubble">
|
||||
<p>Sarah Johnson</p>
|
||||
<div class="wa-time">10:32 <span class="wa-status read"></span></div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="wa-message bot">
|
||||
<div class="wa-bubble">
|
||||
<p>What is Maria's <strong>start date</strong>?</p>
|
||||
<div class="wa-time">10:32</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="wa-message user">
|
||||
<div class="wa-bubble">
|
||||
<p>February 1, 2025</p>
|
||||
<div class="wa-time">10:33 <span class="wa-status read"></span></div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="wa-message bot">
|
||||
<div class="wa-bubble">
|
||||
<p>📋 <strong>Please confirm new employee details:</strong></p>
|
||||
<p></p>
|
||||
<p>👤 <strong>Name:</strong> Maria Santos</p>
|
||||
<p>💼 <strong>Title:</strong> Product Designer</p>
|
||||
<p>🏢 <strong>Department:</strong> Design</p>
|
||||
<p>👔 <strong>Manager:</strong> Sarah Johnson</p>
|
||||
<p>📅 <strong>Start Date:</strong> February 1, 2025</p>
|
||||
<p></p>
|
||||
<p>Type <strong>CONFIRM</strong> to add this employee.</p>
|
||||
<div class="wa-time">10:33</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="wa-message user">
|
||||
<div class="wa-bubble">
|
||||
<p>CONFIRM</p>
|
||||
<div class="wa-time">10:34 <span class="wa-status read"></span></div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="wa-message bot">
|
||||
<div class="wa-bubble">
|
||||
<p>✅ <strong>Employee Added Successfully!</strong></p>
|
||||
<p></p>
|
||||
<p>🆔 Employee ID: EMP-2025-0147</p>
|
||||
<p>📧 Email: maria.santos@company.com</p>
|
||||
<p>📞 Extension: 4587</p>
|
||||
<p></p>
|
||||
<p>📧 Welcome email sent to Maria</p>
|
||||
<p>📋 IT ticket created for equipment setup</p>
|
||||
<p>📅 Onboarding scheduled with HR</p>
|
||||
<div class="wa-time">10:34</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
### Dialog 3: View Organization Chart
|
||||
|
||||
<div class="wa-chat">
|
||||
<div class="wa-header">
|
||||
<div class="wa-header-avatar">👥</div>
|
||||
<div class="wa-header-info">
|
||||
<div class="wa-header-name">HR Assistant</div>
|
||||
<div class="wa-header-status">online</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="wa-message user">
|
||||
<div class="wa-bubble">
|
||||
<p>Show me the org chart for Engineering</p>
|
||||
<div class="wa-time">14:00 <span class="wa-status read"></span></div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="wa-message bot">
|
||||
<div class="wa-bubble">
|
||||
<p>🏢 <strong>Engineering Organization</strong></p>
|
||||
<p></p>
|
||||
<p>👔 <strong>CTO</strong> - Michael Chen</p>
|
||||
<p>├── 👤 VP Engineering - Lisa Wang</p>
|
||||
<p>│ ├── 👤 John Davis (Platform Team - 8 reports)</p>
|
||||
<p>│ ├── 👤 Anna Miller (Backend Team - 6 reports)</p>
|
||||
<p>│ └── 👤 Tom Wilson (Frontend Team - 5 reports)</p>
|
||||
<p>└── 👤 Director of DevOps - James Brown</p>
|
||||
<p> ├── 👤 DevOps Lead - Chris Lee (4 reports)</p>
|
||||
<p> └── 👤 SRE Lead - Pat Garcia (3 reports)</p>
|
||||
<p></p>
|
||||
<p><strong>Total:</strong> 45 employees in Engineering</p>
|
||||
<p></p>
|
||||
<p>Would you like details on a specific team?</p>
|
||||
<div class="wa-time">14:00</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
### Dialog 4: Emergency Contacts
|
||||
|
||||
<div class="wa-chat">
|
||||
<div class="wa-header">
|
||||
<div class="wa-header-avatar">👥</div>
|
||||
<div class="wa-header-info">
|
||||
<div class="wa-header-name">HR Assistant</div>
|
||||
<div class="wa-header-status">online</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="wa-message user">
|
||||
<div class="wa-bubble">
|
||||
<p>Get emergency contact for John Smith</p>
|
||||
<div class="wa-time">16:30 <span class="wa-status read"></span></div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="wa-message bot">
|
||||
<div class="wa-bubble">
|
||||
<p>🔐 <strong>Authorization Required</strong></p>
|
||||
<p>Emergency contact information is confidential.</p>
|
||||
<p>Please confirm this is for an emergency or authorized HR purpose.</p>
|
||||
<p>Reason for access:</p>
|
||||
<div class="wa-time">16:30</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="wa-message user">
|
||||
<div class="wa-bubble">
|
||||
<p>John had an accident at work and needs medical assistance</p>
|
||||
<div class="wa-time">16:31 <span class="wa-status read"></span></div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="wa-message bot">
|
||||
<div class="wa-bubble">
|
||||
<p>🚨 <strong>Emergency Contact for John Smith</strong></p>
|
||||
<p></p>
|
||||
<p>👤 <strong>Primary:</strong> Jane Smith (Spouse)</p>
|
||||
<p>📞 Phone: (555) 123-4567</p>
|
||||
<p></p>
|
||||
<p>👤 <strong>Secondary:</strong> Robert Smith (Father)</p>
|
||||
<p>📞 Phone: (555) 987-6543</p>
|
||||
<p></p>
|
||||
<p>⚠️ Access logged for compliance.</p>
|
||||
<p>📋 Incident report form: <a href="#">Click here</a></p>
|
||||
<div class="wa-time">16:31</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
## Keywords Used
|
||||
|
||||
| Keyword | Purpose |
|
||||
|---------|---------|
|
||||
| `ADD TOOL` | Register employee management tools |
|
||||
| `USE KB` | Load HR knowledge base |
|
||||
| `SET CONTEXT` | Define HR assistant behavior |
|
||||
| `ADD SUGGESTION` | Create quick action buttons |
|
||||
| `BEGIN TALK` | Welcome message block |
|
||||
| `BEGIN SYSTEM PROMPT` | Confidentiality and behavior rules |
|
||||
|
||||
## Template Structure
|
||||
|
||||
```
|
||||
employees.gbai/
|
||||
├── employees.gbdialog/
|
||||
│ ├── start.bas # Main entry point
|
||||
│ ├── add-employee.bas # New employee onboarding
|
||||
│ ├── update-employee.bas # Update employee records
|
||||
│ ├── search-employee.bas # Employee search
|
||||
│ ├── employee-directory.bas # Full directory view
|
||||
│ ├── org-chart.bas # Organization structure
|
||||
│ └── emergency-contacts.bas # Emergency contact access
|
||||
├── employees.gbdata/
|
||||
│ └── employees.csv # Employee database
|
||||
├── employees.gbdrive/
|
||||
│ └── templates/ # Document templates
|
||||
├── employees.gbkb/
|
||||
│ ├── hr-policies.md # HR policies
|
||||
│ └── org-structure.md # Organization info
|
||||
└── employees.gbot/
|
||||
└── config.csv # Bot configuration
|
||||
```
|
||||
|
||||
## Search Employee Tool: search-employee.bas
|
||||
|
||||
```basic
|
||||
PARAM query AS STRING LIKE "John" DESCRIPTION "Name, department, or title to search for"
|
||||
PARAM department AS STRING LIKE "Engineering" DESCRIPTION "Filter by department" OPTIONAL
|
||||
|
||||
DESCRIPTION "Search for employees by name, department, or title"
|
||||
|
||||
' Build search filter
|
||||
filter = "name LIKE '%" + query + "%' OR title LIKE '%" + query + "%'"
|
||||
|
||||
IF department THEN
|
||||
filter = "(" + filter + ") AND department = '" + department + "'"
|
||||
END IF
|
||||
|
||||
' Execute search
|
||||
results = FIND "employees.csv", filter
|
||||
|
||||
IF UBOUND(results) = 0 THEN
|
||||
TALK "No employees found matching '" + query + "'"
|
||||
RETURN NULL
|
||||
END IF
|
||||
|
||||
TALK "🔍 Found " + UBOUND(results) + " employee(s):"
|
||||
TALK ""
|
||||
|
||||
FOR EACH emp IN results
|
||||
TALK "**" + emp.name + "**"
|
||||
TALK "📧 " + emp.email
|
||||
TALK "📞 Ext. " + emp.extension
|
||||
TALK "💼 " + emp.title
|
||||
TALK "🏢 " + emp.department
|
||||
TALK ""
|
||||
NEXT
|
||||
|
||||
RETURN results
|
||||
```
|
||||
|
||||
## Add Employee Tool: add-employee.bas
|
||||
|
||||
```basic
|
||||
PARAM name AS STRING LIKE "John Smith" DESCRIPTION "Employee full name"
|
||||
PARAM title AS STRING LIKE "Software Engineer" DESCRIPTION "Job title"
|
||||
PARAM department AS STRING LIKE "Engineering" DESCRIPTION "Department name"
|
||||
PARAM manager AS STRING LIKE "Jane Doe" DESCRIPTION "Manager's name"
|
||||
PARAM start_date AS DATE LIKE "2025-02-01" DESCRIPTION "Start date"
|
||||
|
||||
DESCRIPTION "Add a new employee to the system"
|
||||
|
||||
' Generate employee ID
|
||||
employeeId = "EMP-" + FORMAT(NOW(), "YYYY") + "-" + FORMAT(RANDOM(1000, 9999))
|
||||
|
||||
' Generate email
|
||||
emailName = LOWER(REPLACE(name, " ", "."))
|
||||
email = emailName + "@company.com"
|
||||
|
||||
' Assign extension
|
||||
extension = FORMAT(RANDOM(4000, 4999))
|
||||
|
||||
' Find manager ID
|
||||
managerRecord = FIND "employees.csv", "name = '" + manager + "'"
|
||||
IF NOT managerRecord THEN
|
||||
TALK "⚠️ Manager '" + manager + "' not found. Please verify the name."
|
||||
RETURN NULL
|
||||
END IF
|
||||
|
||||
' Create employee record
|
||||
WITH employee
|
||||
id = employeeId
|
||||
name = name
|
||||
email = email
|
||||
extension = extension
|
||||
title = title
|
||||
department = department
|
||||
manager_id = managerRecord.id
|
||||
manager_name = manager
|
||||
start_date = start_date
|
||||
status = "active"
|
||||
created_at = NOW()
|
||||
END WITH
|
||||
|
||||
' Save to database
|
||||
SAVE "employees.csv", employee
|
||||
|
||||
' Send welcome email
|
||||
SEND MAIL email, "Welcome to the Company!",
|
||||
"Dear " + name + ",\n\n" +
|
||||
"Welcome to the team! Your employee ID is " + employeeId + ".\n" +
|
||||
"Your manager is " + manager + ".\n" +
|
||||
"Start date: " + FORMAT(start_date, "MMMM DD, YYYY") + "\n\n" +
|
||||
"HR will contact you with onboarding details.\n\n" +
|
||||
"Best regards,\nHR Team"
|
||||
|
||||
' Create IT ticket for equipment
|
||||
CREATE_TASK "New Employee Setup - " + name,
|
||||
"Please prepare workstation for new employee:\n" +
|
||||
"Name: " + name + "\n" +
|
||||
"Department: " + department + "\n" +
|
||||
"Start Date: " + FORMAT(start_date, "MMM DD, YYYY"),
|
||||
"it@company.com"
|
||||
|
||||
' Notify manager
|
||||
SEND MAIL managerRecord.email, "New Team Member: " + name,
|
||||
"A new team member has been added:\n\n" +
|
||||
"Name: " + name + "\n" +
|
||||
"Title: " + title + "\n" +
|
||||
"Start Date: " + FORMAT(start_date, "MMM DD, YYYY") + "\n\n" +
|
||||
"Please prepare for their onboarding."
|
||||
|
||||
TALK "✅ Employee **" + name + "** added successfully!"
|
||||
TALK "🆔 ID: " + employeeId
|
||||
TALK "📧 Email: " + email
|
||||
TALK "📞 Extension: " + extension
|
||||
|
||||
RETURN employee
|
||||
```
|
||||
|
||||
## Org Chart Tool: org-chart.bas
|
||||
|
||||
```basic
|
||||
PARAM department AS STRING LIKE "Engineering" DESCRIPTION "Department to show org chart for"
|
||||
PARAM manager AS STRING DESCRIPTION "Show org chart under specific manager" OPTIONAL
|
||||
|
||||
DESCRIPTION "Display organization chart for a department or team"
|
||||
|
||||
IF manager THEN
|
||||
' Get org chart under specific manager
|
||||
managerRecord = FIND "employees.csv", "name = '" + manager + "'"
|
||||
IF NOT managerRecord THEN
|
||||
TALK "Manager not found."
|
||||
RETURN NULL
|
||||
END IF
|
||||
|
||||
reports = FIND "employees.csv", "manager_id = '" + managerRecord.id + "'"
|
||||
|
||||
TALK "👔 **" + manager + "** - " + managerRecord.title
|
||||
FOR EACH emp IN reports
|
||||
subReports = COUNT("employees.csv", "manager_id = '" + emp.id + "'")
|
||||
IF subReports > 0 THEN
|
||||
TALK "├── 👤 " + emp.name + " (" + emp.title + " - " + subReports + " reports)"
|
||||
ELSE
|
||||
TALK "├── 👤 " + emp.name + " (" + emp.title + ")"
|
||||
END IF
|
||||
NEXT
|
||||
ELSE
|
||||
' Get department org chart
|
||||
deptHead = FIND "employees.csv", "department = '" + department + "' AND title LIKE '%Director%' OR title LIKE '%VP%'"
|
||||
|
||||
IF NOT deptHead THEN
|
||||
deptHead = FIND "employees.csv", "department = '" + department + "' AND title LIKE '%Manager%'"
|
||||
END IF
|
||||
|
||||
TALK "🏢 **" + department + " Organization**"
|
||||
TALK ""
|
||||
|
||||
FOR EACH head IN deptHead
|
||||
TALK "👔 **" + head.title + "** - " + head.name
|
||||
|
||||
reports = FIND "employees.csv", "manager_id = '" + head.id + "'"
|
||||
FOR EACH emp IN reports
|
||||
subCount = COUNT("employees.csv", "manager_id = '" + emp.id + "'")
|
||||
IF subCount > 0 THEN
|
||||
TALK "├── 👤 " + emp.name + " (" + subCount + " reports)"
|
||||
ELSE
|
||||
TALK "├── 👤 " + emp.name
|
||||
END IF
|
||||
NEXT
|
||||
TALK ""
|
||||
NEXT
|
||||
END IF
|
||||
|
||||
totalCount = COUNT("employees.csv", "department = '" + department + "'")
|
||||
TALK "**Total:** " + totalCount + " employees in " + department
|
||||
|
||||
RETURN department
|
||||
```
|
||||
|
||||
## Customization Ideas
|
||||
|
||||
### Add Employee Self-Service
|
||||
|
||||
```basic
|
||||
' Allow employees to update their own info
|
||||
IF user_id = employee.id THEN
|
||||
TALK "What would you like to update?"
|
||||
ADD SUGGESTION "phone" AS "Phone number"
|
||||
ADD SUGGESTION "address" AS "Address"
|
||||
ADD SUGGESTION "emergency" AS "Emergency contacts"
|
||||
ADD SUGGESTION "photo" AS "Profile photo"
|
||||
|
||||
HEAR updateChoice
|
||||
|
||||
' Only allow non-sensitive updates
|
||||
IF updateChoice = "phone" THEN
|
||||
TALK "Enter your new phone number:"
|
||||
HEAR newPhone
|
||||
UPDATE "employees.csv" SET phone = newPhone WHERE id = user_id
|
||||
TALK "✅ Phone number updated!"
|
||||
END IF
|
||||
END IF
|
||||
```
|
||||
|
||||
### Add Birthday Reminders
|
||||
|
||||
```basic
|
||||
' Scheduled job for birthday notifications
|
||||
SET SCHEDULE "0 9 * * *" ' Run daily at 9 AM
|
||||
|
||||
today = FORMAT(NOW(), "MM-DD")
|
||||
birthdays = FIND "employees.csv", "FORMAT(birth_date, 'MM-DD') = '" + today + "'"
|
||||
|
||||
FOR EACH emp IN birthdays
|
||||
' Notify their team
|
||||
manager = FIND "employees.csv", "id = '" + emp.manager_id + "'"
|
||||
SEND MAIL manager.email, "🎂 Team Birthday Today!",
|
||||
emp.name + " has a birthday today! Don't forget to wish them well."
|
||||
|
||||
' Send birthday message
|
||||
SEND MAIL emp.email, "🎂 Happy Birthday!",
|
||||
"Dear " + emp.name + ",\n\nHappy Birthday from all of us!"
|
||||
NEXT
|
||||
```
|
||||
|
||||
### Add Anniversary Tracking
|
||||
|
||||
```basic
|
||||
' Check for work anniversaries
|
||||
today = FORMAT(NOW(), "MM-DD")
|
||||
anniversaries = FIND "employees.csv", "FORMAT(start_date, 'MM-DD') = '" + today + "'"
|
||||
|
||||
FOR EACH emp IN anniversaries
|
||||
years = YEAR(NOW()) - YEAR(emp.start_date)
|
||||
IF years > 0 THEN
|
||||
SEND MAIL emp.email, "🎉 Happy Work Anniversary!",
|
||||
"Congratulations on " + years + " years with us!"
|
||||
|
||||
' Milestone recognition
|
||||
IF years = 5 OR years = 10 OR years = 15 OR years = 20 THEN
|
||||
CREATE_TASK "Milestone Recognition - " + emp.name,
|
||||
emp.name + " has completed " + years + " years. Please arrange recognition.",
|
||||
"hr@company.com"
|
||||
END IF
|
||||
END IF
|
||||
NEXT
|
||||
```
|
||||
|
||||
### Add Department Reports
|
||||
|
||||
```basic
|
||||
ADD TOOL "department-report"
|
||||
|
||||
PARAM department AS STRING DESCRIPTION "Department to generate report for"
|
||||
|
||||
DESCRIPTION "Generate a department headcount and demographics report"
|
||||
|
||||
employees = FIND "employees.csv", "department = '" + department + "'"
|
||||
|
||||
totalCount = UBOUND(employees)
|
||||
managerCount = 0
|
||||
avgTenure = 0
|
||||
|
||||
FOR EACH emp IN employees
|
||||
IF INSTR(emp.title, "Manager") > 0 OR INSTR(emp.title, "Director") > 0 THEN
|
||||
managerCount = managerCount + 1
|
||||
END IF
|
||||
avgTenure = avgTenure + DATEDIFF(NOW(), emp.start_date, "years")
|
||||
NEXT
|
||||
|
||||
avgTenure = avgTenure / totalCount
|
||||
|
||||
TALK "📊 **" + department + " Department Report**"
|
||||
TALK ""
|
||||
TALK "👥 Total Employees: " + totalCount
|
||||
TALK "👔 Managers: " + managerCount
|
||||
TALK "📅 Avg. Tenure: " + FORMAT(avgTenure, "#.#") + " years"
|
||||
TALK ""
|
||||
TALK "**By Level:**"
|
||||
' ... additional breakdown
|
||||
```
|
||||
|
||||
## Data Security
|
||||
|
||||
The employee management system includes several security features:
|
||||
|
||||
1. **Access Control**: Sensitive data requires authorization
|
||||
2. **Audit Logging**: All access to confidential info is logged
|
||||
3. **Data Masking**: Personal IDs and salaries are not exposed
|
||||
4. **Emergency Override**: Emergency contacts accessible with justification
|
||||
|
||||
## Related Templates
|
||||
|
||||
- [helpdesk.bas](./helpdesk.md) - IT ticket integration
|
||||
- [edu.bas](./edu.md) - Training and development
|
||||
- [privacy.bas](./privacy.md) - Data protection compliance
|
||||
|
||||
---
|
||||
|
||||
<style>
|
||||
.wa-chat{background-color:#e5ddd5;border-radius:8px;padding:20px 15px;margin:20px 0;max-width:600px;font-family:-apple-system,BlinkMacSystemFont,'Segoe UI',Roboto,Helvetica,Arial,sans-serif;font-size:14px}
|
||||
.wa-chat::after{content:'';display:table;clear:both}
|
||||
.wa-message{clear:both;margin-bottom:10px;max-width:85%;position:relative}
|
||||
.wa-message.user{float:right}
|
||||
.wa-message.user .wa-bubble{background-color:#dcf8c6;border-radius:8px 0 8px 8px;margin-left:40px}
|
||||
.wa-message.bot{float:left}
|
||||
.wa-message.bot .wa-bubble{background-color:#fff;border-radius:0 8px 8px 8px;margin-right:40px}
|
||||
.wa-bubble{padding:8px 12px;box-shadow:0 1px .5px rgba(0,0,0,.13)}
|
||||
.wa-bubble p{margin:0 0 4px 0;line-height:1.4;color:#303030}
|
||||
.wa-bubble p:last-child{margin-bottom:0}
|
||||
.wa-time{font-size:11px;color:#8696a0;text-align:right;margin-top:4px}
|
||||
.wa-message.user .wa-time{color:#61a05e}
|
||||
.wa-sender{font-size:12px;font-weight:600;color:#06cf9c;margin-bottom:2px}
|
||||
.wa-status.read::after{content:'✓✓';color:#53bdeb;margin-left:4px}
|
||||
.wa-date{text-align:center;margin:15px 0;clear:both}
|
||||
.wa-date span{background-color:#fff;color:#54656f;padding:5px 12px;border-radius:8px;font-size:12px;box-shadow:0 1px .5px rgba(0,0,0,.13)}
|
||||
.wa-header{background-color:#075e54;color:#fff;padding:10px 15px;margin:-20px -15px 15px -15px;border-radius:8px 8px 0 0;display:flex;align-items:center;gap:10px}
|
||||
.wa-header-avatar{width:40px;height:40px;background-color:#25d366;border-radius:50%;display:flex;align-items:center;justify-content:center;font-size:18px}
|
||||
.wa-header-info{flex:1}
|
||||
.wa-header-name{font-weight:600;font-size:16px}
|
||||
.wa-header-status{font-size:12px;opacity:.8}
|
||||
</style>
|
||||
521
docs/src/chapter-06-gbdialog/templates/erp.md
Normal file
521
docs/src/chapter-06-gbdialog/templates/erp.md
Normal file
|
|
@ -0,0 +1,521 @@
|
|||
# ERP Template
|
||||
|
||||
The ERP (Enterprise Resource Planning) template provides comprehensive inventory management, purchasing, and warehouse operations through a conversational AI interface.
|
||||
|
||||
## Topic: Enterprise Resource Planning & Inventory
|
||||
|
||||
This template is perfect for:
|
||||
- Warehouse management
|
||||
- Inventory tracking
|
||||
- Purchase order processing
|
||||
- Stock transfers
|
||||
- Cycle counting and audits
|
||||
|
||||
## The Code
|
||||
|
||||
```basic
|
||||
ADD TOOL "inventory-management"
|
||||
ADD TOOL "purchasing"
|
||||
ADD TOOL "erp-jobs"
|
||||
|
||||
SET CONTEXT "erp" AS "You are an ERP assistant helping with inventory management, purchasing, and warehouse operations. Help users receive inventory, ship orders, check stock levels, transfer between warehouses, and conduct cycle counts."
|
||||
|
||||
CLEAR SUGGESTIONS
|
||||
|
||||
ADD SUGGESTION "receive" AS "Receive inventory"
|
||||
ADD SUGGESTION "ship" AS "Ship order"
|
||||
ADD SUGGESTION "stock" AS "Check stock"
|
||||
ADD SUGGESTION "transfer" AS "Transfer stock"
|
||||
ADD SUGGESTION "count" AS "Cycle count"
|
||||
ADD SUGGESTION "purchase" AS "Create PO"
|
||||
|
||||
BEGIN TALK
|
||||
**ERP Inventory Manager**
|
||||
|
||||
I can help you with:
|
||||
• Receive inventory from purchase orders
|
||||
• Ship orders to customers
|
||||
• Check stock levels across warehouses
|
||||
• Transfer stock between locations
|
||||
• Conduct cycle counts
|
||||
• Create and manage purchase orders
|
||||
|
||||
What would you like to do?
|
||||
END TALK
|
||||
|
||||
BEGIN SYSTEM PROMPT
|
||||
You are an ERP inventory management assistant.
|
||||
|
||||
Key operations:
|
||||
- receive_inventory: Process incoming goods from POs
|
||||
- ship_inventory: Process outgoing shipments for sales orders
|
||||
- check_stock: Query inventory levels
|
||||
- transfer_stock: Move inventory between warehouses
|
||||
- cycle_count: Physical inventory verification
|
||||
|
||||
Always confirm quantities before processing.
|
||||
Log all transactions for audit trail.
|
||||
Alert on low stock and reorder points.
|
||||
END SYSTEM PROMPT
|
||||
```
|
||||
|
||||
## Sample Dialogs
|
||||
|
||||
These conversations show how the ERP template works in real-world scenarios.
|
||||
|
||||
### Dialog 1: Receiving Inventory
|
||||
|
||||
<div class="wa-chat">
|
||||
<div class="wa-header">
|
||||
<div class="wa-header-avatar">📦</div>
|
||||
<div class="wa-header-info">
|
||||
<div class="wa-header-name">ERP Manager</div>
|
||||
<div class="wa-header-status">online</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="wa-date"><span>Today</span></div>
|
||||
|
||||
<div class="wa-message bot">
|
||||
<div class="wa-bubble">
|
||||
<div class="wa-sender">ERP Manager</div>
|
||||
<p><strong>ERP Inventory Manager</strong></p>
|
||||
<p>I can help you with:</p>
|
||||
<p>• Receive inventory from purchase orders<br>• Ship orders to customers<br>• Check stock levels across warehouses</p>
|
||||
<p>What would you like to do?</p>
|
||||
<div class="wa-time">08:00</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="wa-message user">
|
||||
<div class="wa-bubble">
|
||||
<p>I need to receive PO-2025-0123</p>
|
||||
<div class="wa-time">08:01 <span class="wa-status read"></span></div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="wa-message bot">
|
||||
<div class="wa-bubble">
|
||||
<p>📋 <strong>Purchase Order PO-2025-0123</strong></p>
|
||||
<p>Vendor: Acme Supplies</p>
|
||||
<p>Expected items:</p>
|
||||
<p></p>
|
||||
<p><strong>1. Widget A (SKU-001)</strong></p>
|
||||
<p> Ordered: 100 units | Unit cost: $25.00</p>
|
||||
<p> How many did you receive?</p>
|
||||
<div class="wa-time">08:01</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="wa-message user">
|
||||
<div class="wa-bubble">
|
||||
<p>100</p>
|
||||
<div class="wa-time">08:02 <span class="wa-status read"></span></div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="wa-message bot">
|
||||
<div class="wa-bubble">
|
||||
<p>✓ Widget A: 100 units received</p>
|
||||
<p></p>
|
||||
<p><strong>2. Widget B (SKU-002)</strong></p>
|
||||
<p> Ordered: 50 units | Unit cost: $45.00</p>
|
||||
<p> How many did you receive?</p>
|
||||
<div class="wa-time">08:02</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="wa-message user">
|
||||
<div class="wa-bubble">
|
||||
<p>48</p>
|
||||
<div class="wa-time">08:03 <span class="wa-status read"></span></div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="wa-message bot">
|
||||
<div class="wa-bubble">
|
||||
<p>⚠️ Widget B: 48 of 50 received (2 short)</p>
|
||||
<p></p>
|
||||
<p>✅ <strong>Receipt Complete</strong></p>
|
||||
<p>📄 Receipt #: REC-2025-0115-4521</p>
|
||||
<p></p>
|
||||
<p><strong>Summary:</strong></p>
|
||||
<p>• Widget A: 100 ✓</p>
|
||||
<p>• Widget B: 48 (short 2)</p>
|
||||
<p></p>
|
||||
<p>📊 Stock updated in Main Warehouse</p>
|
||||
<p>📧 Buyer notified of shortage</p>
|
||||
<div class="wa-time">08:03</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
### Dialog 2: Check Stock Levels
|
||||
|
||||
<div class="wa-chat">
|
||||
<div class="wa-header">
|
||||
<div class="wa-header-avatar">📦</div>
|
||||
<div class="wa-header-info">
|
||||
<div class="wa-header-name">ERP Manager</div>
|
||||
<div class="wa-header-status">online</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="wa-message user">
|
||||
<div class="wa-bubble">
|
||||
<p>Check stock for Widget A</p>
|
||||
<div class="wa-time">10:15 <span class="wa-status read"></span></div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="wa-message bot">
|
||||
<div class="wa-bubble">
|
||||
<p>📊 <strong>Stock Status: Widget A (SKU-001)</strong></p>
|
||||
<p></p>
|
||||
<p><strong>Main Warehouse:</strong> 250 on hand</p>
|
||||
<p><strong>East Distribution:</strong> 75 on hand</p>
|
||||
<p><strong>West Distribution:</strong> 120 on hand</p>
|
||||
<p></p>
|
||||
<p><strong>TOTAL:</strong> 445 on hand, 420 available</p>
|
||||
<p>(25 reserved for pending orders)</p>
|
||||
<p></p>
|
||||
<p>✅ Above minimum stock level (100)</p>
|
||||
<div class="wa-time">10:15</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
### Dialog 3: Ship an Order
|
||||
|
||||
<div class="wa-chat">
|
||||
<div class="wa-header">
|
||||
<div class="wa-header-avatar">📦</div>
|
||||
<div class="wa-header-info">
|
||||
<div class="wa-header-name">ERP Manager</div>
|
||||
<div class="wa-header-status">online</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="wa-message user">
|
||||
<div class="wa-bubble">
|
||||
<p>Ship sales order SO-2025-0456</p>
|
||||
<div class="wa-time">14:00 <span class="wa-status read"></span></div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="wa-message bot">
|
||||
<div class="wa-bubble">
|
||||
<p>📦 <strong>Sales Order SO-2025-0456</strong></p>
|
||||
<p>Customer: ABC Corp</p>
|
||||
<p></p>
|
||||
<p>Checking stock availability...</p>
|
||||
<p></p>
|
||||
<p>✅ Widget A: 50 units - Available</p>
|
||||
<p>✅ Widget C: 25 units - Available</p>
|
||||
<p></p>
|
||||
<p>All items available. Proceed with shipment?</p>
|
||||
<div class="wa-time">14:00</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="wa-message user">
|
||||
<div class="wa-bubble">
|
||||
<p>Yes</p>
|
||||
<div class="wa-time">14:01 <span class="wa-status read"></span></div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="wa-message bot">
|
||||
<div class="wa-bubble">
|
||||
<p>✅ <strong>Shipment Created</strong></p>
|
||||
<p>🚚 Tracking #: SHIP-2025-0115-7832</p>
|
||||
<p></p>
|
||||
<p>• Stock deducted from Main Warehouse</p>
|
||||
<p>• Packing slip generated</p>
|
||||
<p>• Customer notified via email</p>
|
||||
<p></p>
|
||||
<p>📋 <strong>Cost of Goods Sold:</strong> $2,375.00</p>
|
||||
<div class="wa-time">14:01</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
### Dialog 4: Transfer Stock
|
||||
|
||||
<div class="wa-chat">
|
||||
<div class="wa-header">
|
||||
<div class="wa-header-avatar">📦</div>
|
||||
<div class="wa-header-info">
|
||||
<div class="wa-header-name">ERP Manager</div>
|
||||
<div class="wa-header-status">online</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="wa-message user">
|
||||
<div class="wa-bubble">
|
||||
<p>Transfer 50 Widget A from Main to East warehouse</p>
|
||||
<div class="wa-time">15:30 <span class="wa-status read"></span></div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="wa-message bot">
|
||||
<div class="wa-bubble">
|
||||
<p>🔄 <strong>Stock Transfer Request</strong></p>
|
||||
<p></p>
|
||||
<p><strong>Item:</strong> Widget A (SKU-001)</p>
|
||||
<p><strong>Quantity:</strong> 50 units</p>
|
||||
<p><strong>From:</strong> Main Warehouse (250 available)</p>
|
||||
<p><strong>To:</strong> East Distribution</p>
|
||||
<p></p>
|
||||
<p>Confirm transfer?</p>
|
||||
<div class="wa-time">15:30</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="wa-message user">
|
||||
<div class="wa-bubble">
|
||||
<p>Confirm</p>
|
||||
<div class="wa-time">15:31 <span class="wa-status read"></span></div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="wa-message bot">
|
||||
<div class="wa-bubble">
|
||||
<p>✅ <strong>Transfer Complete</strong></p>
|
||||
<p>📄 Transfer #: TRAN-2025-0115-3341</p>
|
||||
<p></p>
|
||||
<p><strong>Updated Stock:</strong></p>
|
||||
<p>• Main Warehouse: 200 units</p>
|
||||
<p>• East Distribution: 125 units</p>
|
||||
<div class="wa-time">15:31</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
## Keywords Used
|
||||
|
||||
| Keyword | Purpose |
|
||||
|---------|---------|
|
||||
| `ADD TOOL` | Register ERP operation tools |
|
||||
| `SET CONTEXT` | Define ERP assistant behavior |
|
||||
| `FIND` | Query inventory and orders |
|
||||
| `SAVE` | Record transactions |
|
||||
| `UPDATE` | Modify stock levels |
|
||||
| `SEND MAIL` | Notify stakeholders |
|
||||
|
||||
## Template Structure
|
||||
|
||||
```
|
||||
erp.gbai/
|
||||
├── erp.gbdialog/
|
||||
│ ├── inventory-management.bas # Stock operations
|
||||
│ ├── purchasing.bas # PO management
|
||||
│ ├── erp-jobs.bas # Scheduled tasks
|
||||
│ └── tables.bas # Data structures
|
||||
└── erp.gbot/
|
||||
└── config.csv # Configuration
|
||||
```
|
||||
|
||||
## Data Tables
|
||||
|
||||
### Items Table
|
||||
| Field | Description |
|
||||
|-------|-------------|
|
||||
| id | Unique item identifier |
|
||||
| item_code | SKU/product code |
|
||||
| name | Item description |
|
||||
| category | Product category |
|
||||
| unit_of_measure | UOM (each, case, etc.) |
|
||||
| minimum_stock_level | Reorder threshold |
|
||||
| reorder_point | When to reorder |
|
||||
| reorder_quantity | How much to order |
|
||||
| average_cost | Weighted average cost |
|
||||
| last_cost | Most recent purchase cost |
|
||||
|
||||
### Inventory Stock Table
|
||||
| Field | Description |
|
||||
|-------|-------------|
|
||||
| item_id | Reference to item |
|
||||
| warehouse_id | Location |
|
||||
| quantity_on_hand | Physical count |
|
||||
| quantity_reserved | Allocated to orders |
|
||||
| quantity_available | On hand minus reserved |
|
||||
| last_movement_date | Last transaction |
|
||||
| last_counted_date | Last physical count |
|
||||
|
||||
### Inventory Transactions Table
|
||||
| Field | Description |
|
||||
|-------|-------------|
|
||||
| transaction_type | receipt, shipment, transfer, adjustment |
|
||||
| transaction_number | Unique reference |
|
||||
| item_id | Item affected |
|
||||
| warehouse_id | Location |
|
||||
| quantity | Amount (+/-) |
|
||||
| unit_cost | Cost per unit |
|
||||
| reference_type | PO, SO, Transfer |
|
||||
| reference_id | Source document |
|
||||
|
||||
## Inventory Management Tool
|
||||
|
||||
```basic
|
||||
PARAM action AS STRING LIKE "check_stock" DESCRIPTION "Action: receive_inventory, ship_inventory, check_stock, transfer_stock, cycle_count"
|
||||
PARAM item_data AS OBJECT LIKE "{po_number: 'PO-123'}" DESCRIPTION "Data object with action-specific parameters"
|
||||
|
||||
DESCRIPTION "Manage inventory operations"
|
||||
|
||||
user_id = GET "session.user_id"
|
||||
warehouse_id = GET "session.warehouse_id"
|
||||
|
||||
IF action = "receive_inventory" THEN
|
||||
po_number = item_data.po_number
|
||||
po = FIND "purchase_orders", "po_number = '" + po_number + "'"
|
||||
|
||||
IF NOT po THEN
|
||||
TALK "Purchase order not found."
|
||||
RETURN NULL
|
||||
END IF
|
||||
|
||||
po_lines = FIND "purchase_order_lines", "po_id = '" + po.id + "'"
|
||||
|
||||
FOR EACH line IN po_lines
|
||||
item = FIND "items", "id = '" + line.item_id + "'"
|
||||
|
||||
TALK "Receiving " + item.name + " - Ordered: " + line.quantity_ordered
|
||||
TALK "Enter quantity received:"
|
||||
HEAR qty_received AS INTEGER
|
||||
|
||||
' Update stock
|
||||
stock = FIND "inventory_stock", "item_id = '" + item.id + "' AND warehouse_id = '" + warehouse_id + "'"
|
||||
|
||||
IF NOT stock THEN
|
||||
WITH newStock
|
||||
item_id = item.id
|
||||
warehouse_id = warehouse_id
|
||||
quantity_on_hand = qty_received
|
||||
END WITH
|
||||
SAVE "inventory_stock", newStock
|
||||
ELSE
|
||||
new_qty = stock.quantity_on_hand + qty_received
|
||||
UPDATE "inventory_stock" SET quantity_on_hand = new_qty WHERE id = stock.id
|
||||
END IF
|
||||
|
||||
' Create transaction record
|
||||
WITH transaction
|
||||
transaction_type = "receipt"
|
||||
item_id = item.id
|
||||
warehouse_id = warehouse_id
|
||||
quantity = qty_received
|
||||
unit_cost = line.unit_price
|
||||
reference_type = "purchase_order"
|
||||
reference_id = po.id
|
||||
created_at = NOW()
|
||||
END WITH
|
||||
|
||||
SAVE "inventory_transactions", transaction
|
||||
NEXT
|
||||
|
||||
UPDATE "purchase_orders" SET status = "received" WHERE id = po.id
|
||||
TALK "Purchase order " + po_number + " received."
|
||||
END IF
|
||||
|
||||
IF action = "check_stock" THEN
|
||||
item_search = item_data.item_search
|
||||
items = FIND "items", "name LIKE '%" + item_search + "%'"
|
||||
|
||||
FOR EACH item IN items
|
||||
TALK "📦 " + item.name + " (" + item.item_code + ")"
|
||||
|
||||
stocks = FIND "inventory_stock", "item_id = '" + item.id + "'"
|
||||
total = 0
|
||||
|
||||
FOR EACH stock IN stocks
|
||||
warehouse = FIND "warehouses", "id = '" + stock.warehouse_id + "'"
|
||||
TALK " " + warehouse.name + ": " + stock.quantity_on_hand
|
||||
total = total + stock.quantity_on_hand
|
||||
NEXT
|
||||
|
||||
TALK " **TOTAL:** " + total
|
||||
|
||||
IF total < item.minimum_stock_level THEN
|
||||
TALK " ⚠️ Below minimum (" + item.minimum_stock_level + ")"
|
||||
END IF
|
||||
NEXT
|
||||
END IF
|
||||
```
|
||||
|
||||
## Scheduled Jobs: erp-jobs.bas
|
||||
|
||||
```basic
|
||||
PARAM jobname AS STRING DESCRIPTION "Job to execute"
|
||||
|
||||
IF jobname = "low stock alert" THEN
|
||||
SET SCHEDULE "0 8 * * *" ' Daily at 8 AM
|
||||
|
||||
' Find items below reorder point
|
||||
low_items = SQL "SELECT i.*, s.quantity_on_hand
|
||||
FROM items i
|
||||
JOIN inventory_stock s ON i.id = s.item_id
|
||||
WHERE s.quantity_on_hand <= i.reorder_point"
|
||||
|
||||
IF UBOUND(low_items) > 0 THEN
|
||||
report = "Low Stock Alert\n\n"
|
||||
FOR EACH item IN low_items
|
||||
report = report + item.name + ": " + item.quantity_on_hand + " (reorder at " + item.reorder_point + ")\n"
|
||||
NEXT
|
||||
|
||||
SEND MAIL "purchasing@company.com", "Daily Low Stock Alert", report
|
||||
END IF
|
||||
END IF
|
||||
|
||||
IF jobname = "pending shipments" THEN
|
||||
SET SCHEDULE "0 7 * * *" ' Daily at 7 AM
|
||||
|
||||
pending = FIND "sales_orders", "status = 'ready_to_ship'"
|
||||
|
||||
TALK "📦 " + UBOUND(pending) + " orders ready to ship today."
|
||||
|
||||
SEND MAIL "warehouse@company.com", "Pending Shipments",
|
||||
UBOUND(pending) + " orders need to be shipped today."
|
||||
END IF
|
||||
```
|
||||
|
||||
## Best Practices
|
||||
|
||||
1. **Always Verify Quantities**: Confirm counts before processing
|
||||
2. **Maintain Audit Trail**: Log all inventory movements
|
||||
3. **Regular Cycle Counts**: Schedule periodic physical inventory
|
||||
4. **Monitor Reorder Points**: Act on low stock alerts promptly
|
||||
5. **Validate PO/SO Numbers**: Check document existence before processing
|
||||
6. **Cost Tracking**: Maintain accurate cost records for COGS
|
||||
|
||||
## Related Templates
|
||||
|
||||
- [store.bas](./store.md) - E-commerce integration
|
||||
- [talk-to-data.bas](./talk-to-data.md) - Inventory analytics
|
||||
- [backup.bas](./backup.md) - Data backup procedures
|
||||
|
||||
---
|
||||
|
||||
<style>
|
||||
.wa-chat{background-color:#e5ddd5;border-radius:8px;padding:20px 15px;margin:20px 0;max-width:600px;font-family:-apple-system,BlinkMacSystemFont,'Segoe UI',Roboto,Helvetica,Arial,sans-serif;font-size:14px}
|
||||
.wa-chat::after{content:'';display:table;clear:both}
|
||||
.wa-message{clear:both;margin-bottom:10px;max-width:85%;position:relative}
|
||||
.wa-message.user{float:right}
|
||||
.wa-message.user .wa-bubble{background-color:#dcf8c6;border-radius:8px 0 8px 8px;margin-left:40px}
|
||||
.wa-message.bot{float:left}
|
||||
.wa-message.bot .wa-bubble{background-color:#fff;border-radius:0 8px 8px 8px;margin-right:40px}
|
||||
.wa-bubble{padding:8px 12px;box-shadow:0 1px .5px rgba(0,0,0,.13)}
|
||||
.wa-bubble p{margin:0 0 4px 0;line-height:1.4;color:#303030}
|
||||
.wa-bubble p:last-child{margin-bottom:0}
|
||||
.wa-time{font-size:11px;color:#8696a0;text-align:right;margin-top:4px}
|
||||
.wa-message.user .wa-time{color:#61a05e}
|
||||
.wa-sender{font-size:12px;font-weight:600;color:#06cf9c;margin-bottom:2px}
|
||||
.wa-status.read::after{content:'✓✓';color:#53bdeb;margin-left:4px}
|
||||
.wa-date{text-align:center;margin:15px 0;clear:both}
|
||||
.wa-date span{background-color:#fff;color:#54656f;padding:5px 12px;border-radius:8px;font-size:12px;box-shadow:0 1px .5px rgba(0,0,0,.13)}
|
||||
.wa-header{background-color:#075e54;color:#fff;padding:10px 15px;margin:-20px -15px 15px -15px;border-radius:8px 8px 0 0;display:flex;align-items:center;gap:10px}
|
||||
.wa-header-avatar{width:40px;height:40px;background-color:#25d366;border-radius:50%;display:flex;align-items:center;justify-content:center;font-size:18px}
|
||||
.wa-header-info{flex:1}
|
||||
.wa-header-name{font-weight:600;font-size:16px}
|
||||
.wa-header-status{font-size:12px;opacity:.8}
|
||||
</style>
|
||||
599
docs/src/chapter-06-gbdialog/templates/helpdesk.md
Normal file
599
docs/src/chapter-06-gbdialog/templates/helpdesk.md
Normal file
|
|
@ -0,0 +1,599 @@
|
|||
# IT Helpdesk Template
|
||||
|
||||
The IT Helpdesk template provides a complete IT support ticketing system that helps users report problems, track ticket status, and get help with common technical issues.
|
||||
|
||||
## Topic: IT Support & Ticket Management
|
||||
|
||||
This template is perfect for:
|
||||
- Internal IT support desks
|
||||
- Technical support teams
|
||||
- MSP (Managed Service Provider) helpdesks
|
||||
- Customer technical support
|
||||
- Self-service IT portals
|
||||
|
||||
## The Code
|
||||
|
||||
```basic
|
||||
ADD TOOL "create-ticket"
|
||||
ADD TOOL "check-ticket-status"
|
||||
ADD TOOL "my-tickets"
|
||||
ADD TOOL "update-ticket"
|
||||
ADD TOOL "close-ticket"
|
||||
|
||||
USE KB "helpdesk.gbkb"
|
||||
|
||||
SET CONTEXT "it helpdesk" AS "You are an IT helpdesk assistant. Help users create support tickets, check ticket status, and troubleshoot common issues. Gather necessary information before creating tickets: issue description, urgency level, and affected systems."
|
||||
|
||||
CLEAR SUGGESTIONS
|
||||
|
||||
ADD SUGGESTION "new" AS "Report a problem"
|
||||
ADD SUGGESTION "status" AS "Check ticket status"
|
||||
ADD SUGGESTION "password" AS "Reset my password"
|
||||
ADD SUGGESTION "vpn" AS "VPN issues"
|
||||
ADD SUGGESTION "email" AS "Email not working"
|
||||
ADD SUGGESTION "mytickets" AS "View my tickets"
|
||||
|
||||
BEGIN TALK
|
||||
**IT Helpdesk Support**
|
||||
|
||||
I can help you with:
|
||||
• Create a new support ticket
|
||||
• Check ticket status
|
||||
• Password resets
|
||||
• Network and VPN problems
|
||||
• Email issues
|
||||
• Hardware and software support
|
||||
|
||||
For urgent issues affecting multiple users, mention "urgent" or "critical".
|
||||
|
||||
What can I help you with?
|
||||
END TALK
|
||||
|
||||
BEGIN SYSTEM PROMPT
|
||||
You are an IT Helpdesk support assistant.
|
||||
|
||||
Priority levels:
|
||||
- Critical: System down, security breach, multiple users affected
|
||||
- High: Single user unable to work, deadline impact
|
||||
- Medium: Issue with workaround available
|
||||
- Low: Minor inconvenience, feature requests
|
||||
|
||||
Before creating a ticket, collect:
|
||||
- Clear description of the issue
|
||||
- When the issue started
|
||||
- Error messages if any
|
||||
- Steps already tried
|
||||
|
||||
Try to resolve simple issues using the knowledge base before creating tickets.
|
||||
END SYSTEM PROMPT
|
||||
```
|
||||
|
||||
## Sample Dialogs
|
||||
|
||||
These conversations show how the IT Helpdesk template works in real-world scenarios.
|
||||
|
||||
### Dialog 1: Creating a Support Ticket
|
||||
|
||||
<div class="wa-chat">
|
||||
<div class="wa-header">
|
||||
<div class="wa-header-avatar">🛠️</div>
|
||||
<div class="wa-header-info">
|
||||
<div class="wa-header-name">IT Helpdesk</div>
|
||||
<div class="wa-header-status">online</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="wa-date"><span>Today</span></div>
|
||||
|
||||
<div class="wa-message bot">
|
||||
<div class="wa-bubble">
|
||||
<div class="wa-sender">IT Helpdesk</div>
|
||||
<p><strong>IT Helpdesk Support</strong></p>
|
||||
<p>I can help you with:</p>
|
||||
<p>• Create a new support ticket<br>• Check ticket status<br>• Password resets<br>• Network and VPN problems</p>
|
||||
<p>What can I help you with?</p>
|
||||
<div class="wa-time">09:00</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="wa-message user">
|
||||
<div class="wa-bubble">
|
||||
<p>My computer won't turn on</p>
|
||||
<div class="wa-time">09:01 <span class="wa-status read"></span></div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="wa-message bot">
|
||||
<div class="wa-bubble">
|
||||
<p>I'm sorry to hear that! Let me help you troubleshoot.</p>
|
||||
<p><strong>Quick checks:</strong></p>
|
||||
<p>1. Is the power cable securely connected?</p>
|
||||
<p>2. Is the power strip/outlet working?</p>
|
||||
<p>3. Do you see any lights on the computer?</p>
|
||||
<p>Have you tried these steps?</p>
|
||||
<div class="wa-time">09:01</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="wa-message user">
|
||||
<div class="wa-bubble">
|
||||
<p>Yes, I checked everything. No lights at all.</p>
|
||||
<div class="wa-time">09:02 <span class="wa-status read"></span></div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="wa-message bot">
|
||||
<div class="wa-bubble">
|
||||
<p>I'll create a ticket for hardware support. A few more questions:</p>
|
||||
<p>1. What is your computer model/asset tag?</p>
|
||||
<p>2. When did this issue start?</p>
|
||||
<p>3. Did anything unusual happen before (power outage, etc.)?</p>
|
||||
<div class="wa-time">09:02</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="wa-message user">
|
||||
<div class="wa-bubble">
|
||||
<p>Dell Latitude, asset tag IT-4521. Started this morning. We had a storm last night.</p>
|
||||
<div class="wa-time">09:03 <span class="wa-status read"></span></div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="wa-message bot">
|
||||
<div class="wa-bubble">
|
||||
<p>✅ <strong>Ticket Created</strong></p>
|
||||
<p>🎫 <strong>Ticket #:</strong> INC-2025-0847</p>
|
||||
<p>📋 <strong>Issue:</strong> Computer won't power on - possible power surge damage</p>
|
||||
<p>⚡ <strong>Priority:</strong> High (user unable to work)</p>
|
||||
<p>🖥️ <strong>Asset:</strong> Dell Latitude IT-4521</p>
|
||||
<p>A technician will contact you within 2 hours. In the meantime, do you have a spare workstation you can use?</p>
|
||||
<div class="wa-time">09:03</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
### Dialog 2: Password Reset
|
||||
|
||||
<div class="wa-chat">
|
||||
<div class="wa-header">
|
||||
<div class="wa-header-avatar">🛠️</div>
|
||||
<div class="wa-header-info">
|
||||
<div class="wa-header-name">IT Helpdesk</div>
|
||||
<div class="wa-header-status">online</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="wa-message user">
|
||||
<div class="wa-bubble">
|
||||
<p>I forgot my password</p>
|
||||
<div class="wa-time">10:30 <span class="wa-status read"></span></div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="wa-message bot">
|
||||
<div class="wa-bubble">
|
||||
<p>🔐 <strong>Password Reset</strong></p>
|
||||
<p>I can help you reset your password. For security, I need to verify your identity.</p>
|
||||
<p>Please confirm your employee ID:</p>
|
||||
<div class="wa-time">10:30</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="wa-message user">
|
||||
<div class="wa-bubble">
|
||||
<p>EMP-2847</p>
|
||||
<div class="wa-time">10:31 <span class="wa-status read"></span></div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="wa-message bot">
|
||||
<div class="wa-bubble">
|
||||
<p>Thank you, Sarah. I found your account.</p>
|
||||
<p>I'm sending a password reset link to your registered email (s***@company.com).</p>
|
||||
<p>📧 Check your email for the reset link (valid for 15 minutes).</p>
|
||||
<p><strong>Tips for your new password:</strong></p>
|
||||
<p>• At least 12 characters</p>
|
||||
<p>• Mix of upper/lowercase letters</p>
|
||||
<p>• Include numbers and symbols</p>
|
||||
<div class="wa-time">10:31</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="wa-message user">
|
||||
<div class="wa-bubble">
|
||||
<p>Got it, thanks!</p>
|
||||
<div class="wa-time">10:33 <span class="wa-status read"></span></div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="wa-message bot">
|
||||
<div class="wa-bubble">
|
||||
<p>You're welcome! 👍</p>
|
||||
<p>If you have trouble logging in after resetting, let me know.</p>
|
||||
<div class="wa-time">10:33</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
### Dialog 3: Check Ticket Status
|
||||
|
||||
<div class="wa-chat">
|
||||
<div class="wa-header">
|
||||
<div class="wa-header-avatar">🛠️</div>
|
||||
<div class="wa-header-info">
|
||||
<div class="wa-header-name">IT Helpdesk</div>
|
||||
<div class="wa-header-status">online</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="wa-message user">
|
||||
<div class="wa-bubble">
|
||||
<p>What's the status of my ticket?</p>
|
||||
<div class="wa-time">14:00 <span class="wa-status read"></span></div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="wa-message bot">
|
||||
<div class="wa-bubble">
|
||||
<p>🎫 <strong>Your Open Tickets:</strong></p>
|
||||
<p></p>
|
||||
<p><strong>INC-2025-0847</strong></p>
|
||||
<p>📋 Computer won't power on</p>
|
||||
<p>📊 Status: <strong>In Progress</strong></p>
|
||||
<p>👤 Assigned to: Mike T.</p>
|
||||
<p>📝 Latest update: "Replacement power supply ordered, ETA tomorrow"</p>
|
||||
<p></p>
|
||||
<p><strong>INC-2025-0812</strong></p>
|
||||
<p>📋 Software installation request</p>
|
||||
<p>📊 Status: <strong>Pending Approval</strong></p>
|
||||
<p>👤 Waiting on: Manager approval</p>
|
||||
<p></p>
|
||||
<p>Would you like more details on either ticket?</p>
|
||||
<div class="wa-time">14:00</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
### Dialog 4: Critical System Issue
|
||||
|
||||
<div class="wa-chat">
|
||||
<div class="wa-header">
|
||||
<div class="wa-header-avatar">🛠️</div>
|
||||
<div class="wa-header-info">
|
||||
<div class="wa-header-name">IT Helpdesk</div>
|
||||
<div class="wa-header-status">online</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="wa-message user">
|
||||
<div class="wa-bubble">
|
||||
<p>URGENT! The entire sales team can't access the CRM system!</p>
|
||||
<div class="wa-time">11:15 <span class="wa-status read"></span></div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="wa-message bot">
|
||||
<div class="wa-bubble">
|
||||
<p>🚨 <strong>Critical Issue Detected</strong></p>
|
||||
<p>I'm escalating this immediately as it affects multiple users.</p>
|
||||
<p>Quick questions:</p>
|
||||
<p>1. How many users are affected?</p>
|
||||
<p>2. What error message do they see?</p>
|
||||
<p>3. When did this start?</p>
|
||||
<div class="wa-time">11:15</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="wa-message user">
|
||||
<div class="wa-bubble">
|
||||
<p>About 15 people. They get "Connection refused" error. Started 10 minutes ago.</p>
|
||||
<div class="wa-time">11:16 <span class="wa-status read"></span></div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="wa-message bot">
|
||||
<div class="wa-bubble">
|
||||
<p>🚨 <strong>CRITICAL Ticket Created</strong></p>
|
||||
<p>🎫 <strong>Ticket #:</strong> INC-2025-0850</p>
|
||||
<p>📋 <strong>Issue:</strong> CRM System Outage - 15 users affected</p>
|
||||
<p>⚡ <strong>Priority:</strong> CRITICAL</p>
|
||||
<p>⏱️ <strong>Response SLA:</strong> 15 minutes</p>
|
||||
<p></p>
|
||||
<p>✅ On-call engineer notified</p>
|
||||
<p>✅ Infrastructure team alerted</p>
|
||||
<p>✅ Incident channel created</p>
|
||||
<p></p>
|
||||
<p>Someone will contact you within 15 minutes. I'll update you as soon as we know more.</p>
|
||||
<div class="wa-time">11:16</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
## Keywords Used
|
||||
|
||||
| Keyword | Purpose |
|
||||
|---------|---------|
|
||||
| `ADD TOOL` | Register ticket management tools |
|
||||
| `USE KB` | Load helpdesk knowledge base for troubleshooting |
|
||||
| `SET CONTEXT` | Define IT support assistant behavior |
|
||||
| `ADD SUGGESTION` | Create common issue shortcuts |
|
||||
| `BEGIN TALK` | Welcome message with options |
|
||||
| `BEGIN SYSTEM PROMPT` | Priority definitions and guidelines |
|
||||
|
||||
## Template Structure
|
||||
|
||||
```
|
||||
helpdesk.gbai/
|
||||
├── helpdesk.gbdialog/
|
||||
│ ├── start.bas # Main entry point
|
||||
│ ├── create-ticket.bas # Ticket creation
|
||||
│ ├── check-ticket-status.bas # Status lookup
|
||||
│ ├── my-tickets.bas # User's tickets
|
||||
│ ├── update-ticket.bas # Ticket updates
|
||||
│ └── close-ticket.bas # Ticket resolution
|
||||
├── helpdesk.gbdrive/
|
||||
│ └── templates/ # Response templates
|
||||
├── helpdesk.gbkb/
|
||||
│ ├── common-issues.md # Troubleshooting guides
|
||||
│ └── security-tips.md # Security best practices
|
||||
└── helpdesk.gbot/
|
||||
└── config.csv # Bot configuration
|
||||
```
|
||||
|
||||
## Create Ticket Tool: create-ticket.bas
|
||||
|
||||
```basic
|
||||
PARAM description AS STRING LIKE "Computer won't start" DESCRIPTION "Issue description"
|
||||
PARAM category AS STRING LIKE "hardware" DESCRIPTION "Category: hardware, software, network, email, access"
|
||||
PARAM priority AS STRING LIKE "medium" DESCRIPTION "Priority: critical, high, medium, low" OPTIONAL
|
||||
|
||||
DESCRIPTION "Create a new IT support ticket"
|
||||
|
||||
' Get user information
|
||||
user_email = FROM
|
||||
user_name = USERNAME
|
||||
|
||||
' Auto-detect priority if not provided
|
||||
IF NOT priority THEN
|
||||
IF INSTR(LOWER(description), "urgent") > 0 OR INSTR(LOWER(description), "critical") > 0 THEN
|
||||
priority = "critical"
|
||||
ELSE IF INSTR(LOWER(description), "can't work") > 0 OR INSTR(LOWER(description), "blocked") > 0 THEN
|
||||
priority = "high"
|
||||
ELSE
|
||||
priority = "medium"
|
||||
END IF
|
||||
END IF
|
||||
|
||||
' Generate ticket number
|
||||
ticketNumber = "INC-" + FORMAT(NOW(), "YYYY") + "-" + FORMAT(RANDOM(1000, 9999))
|
||||
|
||||
' Set SLA based on priority
|
||||
SELECT CASE priority
|
||||
CASE "critical"
|
||||
slaMinutes = 15
|
||||
slaText = "15 minutes"
|
||||
CASE "high"
|
||||
slaMinutes = 120
|
||||
slaText = "2 hours"
|
||||
CASE "medium"
|
||||
slaMinutes = 480
|
||||
slaText = "8 hours"
|
||||
CASE "low"
|
||||
slaMinutes = 1440
|
||||
slaText = "24 hours"
|
||||
END SELECT
|
||||
|
||||
' Create ticket record
|
||||
WITH ticket
|
||||
id = ticketNumber
|
||||
user_email = user_email
|
||||
user_name = user_name
|
||||
description = description
|
||||
category = category
|
||||
priority = priority
|
||||
status = "open"
|
||||
sla_due = DATEADD(NOW(), slaMinutes, "minutes")
|
||||
created_at = NOW()
|
||||
END WITH
|
||||
|
||||
SAVE "tickets.csv", ticket
|
||||
|
||||
' Send confirmation email
|
||||
SEND MAIL user_email, "Ticket Created: " + ticketNumber,
|
||||
"Your support ticket has been created.\n\n" +
|
||||
"Ticket: " + ticketNumber + "\n" +
|
||||
"Issue: " + description + "\n" +
|
||||
"Priority: " + priority + "\n" +
|
||||
"Response time: " + slaText
|
||||
|
||||
' Notify support team
|
||||
IF priority = "critical" THEN
|
||||
SEND MAIL "oncall@company.com", "🚨 CRITICAL: " + ticketNumber,
|
||||
"Critical ticket requires immediate attention:\n" + description
|
||||
END IF
|
||||
|
||||
TALK "✅ Ticket **" + ticketNumber + "** created!"
|
||||
TALK "Priority: " + UPPER(priority)
|
||||
TALK "Expected response: " + slaText
|
||||
|
||||
RETURN ticketNumber
|
||||
```
|
||||
|
||||
## My Tickets Tool: my-tickets.bas
|
||||
|
||||
```basic
|
||||
PARAM status AS STRING LIKE "open" DESCRIPTION "Filter by status: open, closed, all" OPTIONAL
|
||||
|
||||
DESCRIPTION "View your support tickets"
|
||||
|
||||
user_email = FROM
|
||||
|
||||
IF NOT status OR status = "all" THEN
|
||||
tickets = FIND "tickets.csv", "user_email = '" + user_email + "'"
|
||||
ELSE
|
||||
tickets = FIND "tickets.csv", "user_email = '" + user_email + "' AND status = '" + status + "'"
|
||||
END IF
|
||||
|
||||
IF UBOUND(tickets) = 0 THEN
|
||||
TALK "You have no " + IIF(status, status, "") + " tickets."
|
||||
RETURN NULL
|
||||
END IF
|
||||
|
||||
TALK "🎫 **Your Tickets:**"
|
||||
TALK ""
|
||||
|
||||
FOR EACH ticket IN tickets
|
||||
statusIcon = "🔵"
|
||||
IF ticket.status = "open" THEN statusIcon = "🟡"
|
||||
IF ticket.status = "in_progress" THEN statusIcon = "🔵"
|
||||
IF ticket.status = "resolved" THEN statusIcon = "🟢"
|
||||
IF ticket.status = "closed" THEN statusIcon = "⚪"
|
||||
|
||||
TALK "**" + ticket.id + "** " + statusIcon
|
||||
TALK "📋 " + LEFT(ticket.description, 50) + "..."
|
||||
TALK "📊 Status: " + ticket.status
|
||||
TALK "📅 Created: " + FORMAT(ticket.created_at, "MMM DD, YYYY")
|
||||
TALK ""
|
||||
NEXT
|
||||
|
||||
RETURN tickets
|
||||
```
|
||||
|
||||
## Customization Ideas
|
||||
|
||||
### Add Knowledge Base Self-Service
|
||||
|
||||
```basic
|
||||
' Before creating a ticket, search KB for solutions
|
||||
solutions = SEARCH KB description
|
||||
|
||||
IF UBOUND(solutions) > 0 THEN
|
||||
TALK "I found some articles that might help:"
|
||||
FOR EACH solution IN FIRST(solutions, 3)
|
||||
TALK "• " + solution.title
|
||||
NEXT
|
||||
TALK ""
|
||||
TALK "Did any of these solve your issue?"
|
||||
HEAR resolved
|
||||
|
||||
IF LOWER(resolved) = "yes" THEN
|
||||
TALK "Great! Let me know if you need anything else."
|
||||
RETURN NULL
|
||||
END IF
|
||||
END IF
|
||||
|
||||
' Continue to ticket creation...
|
||||
```
|
||||
|
||||
### Add Asset Tracking
|
||||
|
||||
```basic
|
||||
PARAM asset_tag AS STRING DESCRIPTION "Asset tag of affected equipment"
|
||||
|
||||
' Look up asset information
|
||||
asset = FIND "assets.csv", "tag = '" + asset_tag + "'"
|
||||
|
||||
IF asset THEN
|
||||
ticket.asset_tag = asset_tag
|
||||
ticket.asset_type = asset.type
|
||||
ticket.asset_model = asset.model
|
||||
ticket.warranty_status = asset.warranty_expires > NOW()
|
||||
|
||||
IF asset.warranty_expires > NOW() THEN
|
||||
TALK "ℹ️ This device is under warranty until " + FORMAT(asset.warranty_expires, "MMM DD, YYYY")
|
||||
END IF
|
||||
END IF
|
||||
```
|
||||
|
||||
### Add Escalation Rules
|
||||
|
||||
```basic
|
||||
' Check if ticket needs escalation
|
||||
IF ticket.priority = "critical" AND ticket.category = "security" THEN
|
||||
' Escalate to security team
|
||||
SEND MAIL "security@company.com", "🔴 Security Incident: " + ticketNumber, description
|
||||
ticket.escalated_to = "security"
|
||||
ticket.escalation_time = NOW()
|
||||
END IF
|
||||
|
||||
IF ticket.priority = "critical" AND DATEDIFF(NOW(), ticket.created_at, "minutes") > 30 THEN
|
||||
' Escalate if no response in 30 minutes
|
||||
SEND MAIL "it-manager@company.com", "⚠️ SLA Breach Risk: " + ticketNumber,
|
||||
"Critical ticket approaching SLA breach"
|
||||
END IF
|
||||
```
|
||||
|
||||
### Add Satisfaction Survey
|
||||
|
||||
```basic
|
||||
' When closing ticket
|
||||
IF action = "close" THEN
|
||||
ticket.status = "closed"
|
||||
ticket.closed_at = NOW()
|
||||
ticket.resolution = resolution
|
||||
|
||||
UPDATE "tickets.csv", ticket
|
||||
|
||||
TALK "Your ticket has been resolved!"
|
||||
TALK ""
|
||||
TALK "How would you rate your support experience?"
|
||||
ADD SUGGESTION "5" AS "⭐⭐⭐⭐⭐ Excellent"
|
||||
ADD SUGGESTION "4" AS "⭐⭐⭐⭐ Good"
|
||||
ADD SUGGESTION "3" AS "⭐⭐⭐ Average"
|
||||
ADD SUGGESTION "2" AS "⭐⭐ Poor"
|
||||
ADD SUGGESTION "1" AS "⭐ Very Poor"
|
||||
|
||||
HEAR rating
|
||||
|
||||
WITH feedback
|
||||
ticket_id = ticketNumber
|
||||
rating = rating
|
||||
timestamp = NOW()
|
||||
END WITH
|
||||
|
||||
SAVE "satisfaction.csv", feedback
|
||||
|
||||
TALK "Thank you for your feedback!"
|
||||
END IF
|
||||
```
|
||||
|
||||
## Priority Matrix
|
||||
|
||||
| Priority | Response Time | Resolution Time | Examples |
|
||||
|----------|---------------|-----------------|----------|
|
||||
| Critical | 15 minutes | 4 hours | System outage, security breach, multiple users down |
|
||||
| High | 2 hours | 8 hours | Single user unable to work, deadline impact |
|
||||
| Medium | 8 hours | 24 hours | Issue with workaround available |
|
||||
| Low | 24 hours | 72 hours | Feature requests, minor inconveniences |
|
||||
|
||||
## Related Templates
|
||||
|
||||
- [hr/employees.bas](./employees.md) - Employee management integration
|
||||
- [announcements.bas](./announcements.md) - IT announcements
|
||||
- [backup.bas](./backup.md) - Backup and recovery
|
||||
|
||||
---
|
||||
|
||||
<style>
|
||||
.wa-chat{background-color:#e5ddd5;border-radius:8px;padding:20px 15px;margin:20px 0;max-width:600px;font-family:-apple-system,BlinkMacSystemFont,'Segoe UI',Roboto,Helvetica,Arial,sans-serif;font-size:14px}
|
||||
.wa-chat::after{content:'';display:table;clear:both}
|
||||
.wa-message{clear:both;margin-bottom:10px;max-width:85%;position:relative}
|
||||
.wa-message.user{float:right}
|
||||
.wa-message.user .wa-bubble{background-color:#dcf8c6;border-radius:8px 0 8px 8px;margin-left:40px}
|
||||
.wa-message.bot{float:left}
|
||||
.wa-message.bot .wa-bubble{background-color:#fff;border-radius:0 8px 8px 8px;margin-right:40px}
|
||||
.wa-bubble{padding:8px 12px;box-shadow:0 1px .5px rgba(0,0,0,.13)}
|
||||
.wa-bubble p{margin:0 0 4px 0;line-height:1.4;color:#303030}
|
||||
.wa-bubble p:last-child{margin-bottom:0}
|
||||
.wa-time{font-size:11px;color:#8696a0;text-align:right;margin-top:4px}
|
||||
.wa-message.user .wa-time{color:#61a05e}
|
||||
.wa-sender{font-size:12px;font-weight:600;color:#06cf9c;margin-bottom:2px}
|
||||
.wa-status.read::after{content:'✓✓';color:#53bdeb;margin-left:4px}
|
||||
.wa-date{text-align:center;margin:15px 0;clear:both}
|
||||
.wa-date span{background-color:#fff;color:#54656f;padding:5px 12px;border-radius:8px;font-size:12px;box-shadow:0 1px .5px rgba(0,0,0,.13)}
|
||||
.wa-header{background-color:#075e54;color:#fff;padding:10px 15px;margin:-20px -15px 15px -15px;border-radius:8px 8px 0 0;display:flex;align-items:center;gap:10px}
|
||||
.wa-header-avatar{width:40px;height:40px;background-color:#25d366;border-radius:50%;display:flex;align-items:center;justify-content:center;font-size:18px}
|
||||
.wa-header-info{flex:1}
|
||||
.wa-header-name{font-weight:600;font-size:16px}
|
||||
.wa-header-status{font-size:12px;opacity:.8}
|
||||
</style>
|
||||
578
docs/src/chapter-06-gbdialog/templates/privacy.md
Normal file
578
docs/src/chapter-06-gbdialog/templates/privacy.md
Normal file
|
|
@ -0,0 +1,578 @@
|
|||
# Privacy Template
|
||||
|
||||
The privacy template provides a complete LGPD/GDPR/CCPA-compliant Privacy Rights Center, enabling users to exercise their data protection rights through a conversational interface.
|
||||
|
||||
## Topic: Data Privacy & Compliance
|
||||
|
||||
This template is perfect for:
|
||||
- LGPD compliance (Brazil)
|
||||
- GDPR compliance (EU)
|
||||
- CCPA compliance (California)
|
||||
- Data subject rights management
|
||||
- Consent management portals
|
||||
|
||||
## The Code
|
||||
|
||||
```basic
|
||||
ADD TOOL "request-data"
|
||||
ADD TOOL "export-data"
|
||||
ADD TOOL "delete-data"
|
||||
ADD TOOL "manage-consents"
|
||||
ADD TOOL "rectify-data"
|
||||
ADD TOOL "object-processing"
|
||||
|
||||
USE KB "privacy.gbkb"
|
||||
|
||||
CLEAR SUGGESTIONS
|
||||
|
||||
ADD SUGGESTION "access" AS "View my data"
|
||||
ADD SUGGESTION "export" AS "Export my data"
|
||||
ADD SUGGESTION "delete" AS "Delete my data"
|
||||
ADD SUGGESTION "consents" AS "Manage consents"
|
||||
ADD SUGGESTION "correct" AS "Correct my data"
|
||||
ADD SUGGESTION "object" AS "Object to processing"
|
||||
|
||||
SET CONTEXT "privacy rights" AS "You are a Privacy Rights Center assistant helping users exercise their data protection rights under LGPD, GDPR, and CCPA. Help with data access, rectification, erasure, portability, and consent management."
|
||||
|
||||
BEGIN TALK
|
||||
**Privacy Rights Center**
|
||||
|
||||
As a data subject, you have the following rights:
|
||||
|
||||
1. **Access** - View all data we hold about you
|
||||
2. **Rectification** - Correct inaccurate data
|
||||
3. **Erasure** - Request deletion of your data
|
||||
4. **Portability** - Export your data
|
||||
5. **Object** - Opt-out of certain processing
|
||||
6. **Consent** - Review and update your consents
|
||||
|
||||
Select an option or describe your request.
|
||||
END TALK
|
||||
|
||||
BEGIN SYSTEM PROMPT
|
||||
You are a Privacy Rights Center assistant for LGPD/GDPR/CCPA compliance.
|
||||
|
||||
Data subject rights:
|
||||
- Right of Access: View all personal data
|
||||
- Right to Rectification: Correct inaccurate data
|
||||
- Right to Erasure: Delete personal data (right to be forgotten)
|
||||
- Right to Portability: Export data in machine-readable format
|
||||
- Right to Object: Opt-out of marketing, profiling, etc.
|
||||
- Consent Management: Review and withdraw consents
|
||||
|
||||
Always verify identity before processing sensitive requests.
|
||||
Log all privacy requests for compliance audit.
|
||||
Provide clear timelines for request fulfillment.
|
||||
Escalate complex requests to the Data Protection Officer.
|
||||
END SYSTEM PROMPT
|
||||
```
|
||||
|
||||
## Sample Dialogs
|
||||
|
||||
These conversations show how the privacy template works in real-world scenarios.
|
||||
|
||||
### Dialog 1: Data Access Request
|
||||
|
||||
<div class="wa-chat">
|
||||
<div class="wa-header">
|
||||
<div class="wa-header-avatar">🔒</div>
|
||||
<div class="wa-header-info">
|
||||
<div class="wa-header-name">Privacy Center</div>
|
||||
<div class="wa-header-status">online</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="wa-date"><span>Today</span></div>
|
||||
|
||||
<div class="wa-message bot">
|
||||
<div class="wa-bubble">
|
||||
<div class="wa-sender">Privacy Center</div>
|
||||
<p><strong>Privacy Rights Center</strong></p>
|
||||
<p>As a data subject, you have the following rights:</p>
|
||||
<p>1. <strong>Access</strong> - View all data we hold about you</p>
|
||||
<p>2. <strong>Rectification</strong> - Correct inaccurate data</p>
|
||||
<p>3. <strong>Erasure</strong> - Request deletion of your data</p>
|
||||
<div class="wa-time">10:00</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="wa-message user">
|
||||
<div class="wa-bubble">
|
||||
<p>I want to see all the data you have about me</p>
|
||||
<div class="wa-time">10:01 <span class="wa-status read"></span></div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="wa-message bot">
|
||||
<div class="wa-bubble">
|
||||
<p>🔐 <strong>Identity Verification Required</strong></p>
|
||||
<p>To protect your privacy, I need to verify your identity before providing access to your personal data.</p>
|
||||
<p>I've sent a verification code to your registered email (j***@email.com).</p>
|
||||
<p>Please enter the 6-digit code:</p>
|
||||
<div class="wa-time">10:01</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="wa-message user">
|
||||
<div class="wa-bubble">
|
||||
<p>482917</p>
|
||||
<div class="wa-time">10:02 <span class="wa-status read"></span></div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="wa-message bot">
|
||||
<div class="wa-bubble">
|
||||
<p>✅ Identity verified. Here's a summary of your data:</p>
|
||||
<p><strong>📋 Personal Information</strong></p>
|
||||
<p>• Name: John Smith</p>
|
||||
<p>• Email: j***@email.com</p>
|
||||
<p>• Phone: ***-***-4567</p>
|
||||
<p>• Account created: Jan 15, 2023</p>
|
||||
<p><strong>📊 Activity Data</strong></p>
|
||||
<p>• Orders: 12</p>
|
||||
<p>• Support tickets: 3</p>
|
||||
<p>• Last login: Today</p>
|
||||
<p><strong>🔔 Marketing Preferences</strong></p>
|
||||
<p>• Email marketing: Opted in</p>
|
||||
<p>• SMS notifications: Opted out</p>
|
||||
<p>Would you like a full export of your data?</p>
|
||||
<div class="wa-time">10:02</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
### Dialog 2: Data Deletion Request
|
||||
|
||||
<div class="wa-chat">
|
||||
<div class="wa-header">
|
||||
<div class="wa-header-avatar">🔒</div>
|
||||
<div class="wa-header-info">
|
||||
<div class="wa-header-name">Privacy Center</div>
|
||||
<div class="wa-header-status">online</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="wa-message user">
|
||||
<div class="wa-bubble">
|
||||
<p>I want to delete all my data</p>
|
||||
<div class="wa-time">14:30 <span class="wa-status read"></span></div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="wa-message bot">
|
||||
<div class="wa-bubble">
|
||||
<p>⚠️ <strong>Data Deletion Request</strong></p>
|
||||
<p>You're requesting to exercise your <strong>Right to Erasure</strong> (Right to be Forgotten).</p>
|
||||
<p>Please note:</p>
|
||||
<p>• This action is <strong>irreversible</strong></p>
|
||||
<p>• Your account will be permanently closed</p>
|
||||
<p>• Some data may be retained for legal compliance</p>
|
||||
<p>Before proceeding, I need to verify your identity. Please confirm your registered email address:</p>
|
||||
<div class="wa-time">14:30</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="wa-message user">
|
||||
<div class="wa-bubble">
|
||||
<p>john.smith@email.com</p>
|
||||
<div class="wa-time">14:31 <span class="wa-status read"></span></div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="wa-message bot">
|
||||
<div class="wa-bubble">
|
||||
<p>📧 A verification link has been sent to john.smith@email.com</p>
|
||||
<p>Please click the link to confirm your deletion request.</p>
|
||||
<p><strong>What will be deleted:</strong></p>
|
||||
<p>• Personal profile information</p>
|
||||
<p>• Activity history and preferences</p>
|
||||
<p>• Marketing and communication history</p>
|
||||
<p><strong>What will be retained (legal requirement):</strong></p>
|
||||
<p>• Transaction records (7 years)</p>
|
||||
<p>• Tax-related documents (5 years)</p>
|
||||
<p>Your request will be processed within <strong>15 business days</strong> (LGPD) / <strong>30 days</strong> (GDPR).</p>
|
||||
<p>Request ID: <strong>DEL-2025-001234</strong></p>
|
||||
<div class="wa-time">14:31</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
### Dialog 3: Consent Management
|
||||
|
||||
<div class="wa-chat">
|
||||
<div class="wa-header">
|
||||
<div class="wa-header-avatar">🔒</div>
|
||||
<div class="wa-header-info">
|
||||
<div class="wa-header-name">Privacy Center</div>
|
||||
<div class="wa-header-status">online</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="wa-message user">
|
||||
<div class="wa-bubble">
|
||||
<p>I want to manage my consents</p>
|
||||
<div class="wa-time">16:00 <span class="wa-status read"></span></div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="wa-message bot">
|
||||
<div class="wa-bubble">
|
||||
<p>⚙️ <strong>Your Consent Settings</strong></p>
|
||||
<p></p>
|
||||
<p><strong>Essential Services</strong> (Required)</p>
|
||||
<p>✅ Account management - Required for service</p>
|
||||
<p>✅ Security features - Required for protection</p>
|
||||
<p></p>
|
||||
<p><strong>Optional Consents</strong></p>
|
||||
<p>✅ Email marketing - Receive promotions</p>
|
||||
<p>❌ SMS notifications - Text messages</p>
|
||||
<p>✅ Personalization - Customized experience</p>
|
||||
<p>❌ Third-party sharing - Partner offers</p>
|
||||
<p>✅ Analytics - Help us improve</p>
|
||||
<p></p>
|
||||
<p>Which consent would you like to change?</p>
|
||||
<div class="wa-time">16:00</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="wa-message user">
|
||||
<div class="wa-bubble">
|
||||
<p>Turn off email marketing</p>
|
||||
<div class="wa-time">16:01 <span class="wa-status read"></span></div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="wa-message bot">
|
||||
<div class="wa-bubble">
|
||||
<p>✅ <strong>Consent Updated</strong></p>
|
||||
<p>Email marketing has been <strong>disabled</strong>.</p>
|
||||
<p>You will no longer receive promotional emails from us.</p>
|
||||
<p>This change takes effect immediately. You can re-enable this at any time.</p>
|
||||
<p>📋 Audit log updated for compliance.</p>
|
||||
<div class="wa-time">16:01</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
### Dialog 4: Data Export (Portability)
|
||||
|
||||
<div class="wa-chat">
|
||||
<div class="wa-header">
|
||||
<div class="wa-header-avatar">🔒</div>
|
||||
<div class="wa-header-info">
|
||||
<div class="wa-header-name">Privacy Center</div>
|
||||
<div class="wa-header-status">online</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="wa-message user">
|
||||
<div class="wa-bubble">
|
||||
<p>Export my data</p>
|
||||
<div class="wa-time">11:00 <span class="wa-status read"></span></div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="wa-message bot">
|
||||
<div class="wa-bubble">
|
||||
<p>📦 <strong>Data Export Request</strong></p>
|
||||
<p>Choose your preferred export format:</p>
|
||||
<p>1️⃣ <strong>JSON</strong> - Machine-readable, for transferring to other services</p>
|
||||
<p>2️⃣ <strong>CSV</strong> - Spreadsheet format, easy to view</p>
|
||||
<p>3️⃣ <strong>PDF</strong> - Human-readable report</p>
|
||||
<div class="wa-time">11:00</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="wa-message user">
|
||||
<div class="wa-bubble">
|
||||
<p>JSON</p>
|
||||
<div class="wa-time">11:01 <span class="wa-status read"></span></div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="wa-message bot">
|
||||
<div class="wa-bubble">
|
||||
<p>⏳ <strong>Preparing Your Data Export</strong></p>
|
||||
<p>Your data export is being prepared in JSON format.</p>
|
||||
<p>📧 A secure download link will be sent to your email within <strong>24 hours</strong>.</p>
|
||||
<p>The link will expire in <strong>7 days</strong> for security.</p>
|
||||
<p>Request ID: <strong>EXP-2025-005678</strong></p>
|
||||
<div class="wa-time">11:01</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
## Keywords Used
|
||||
|
||||
| Keyword | Purpose |
|
||||
|---------|---------|
|
||||
| `ADD TOOL` | Register privacy rights tools |
|
||||
| `USE KB` | Load privacy policy knowledge base |
|
||||
| `ADD SUGGESTION` | Create quick action buttons for rights |
|
||||
| `SET CONTEXT` | Define privacy assistant behavior |
|
||||
| `BEGIN TALK` | Welcome message with rights summary |
|
||||
| `BEGIN SYSTEM PROMPT` | Compliance rules and procedures |
|
||||
|
||||
## Template Structure
|
||||
|
||||
```
|
||||
privacy.gbai/
|
||||
├── privacy.gbdialog/
|
||||
│ ├── start.bas # Main entry point
|
||||
│ ├── request-data.bas # Data access requests
|
||||
│ ├── export-data.bas # Data portability
|
||||
│ ├── delete-data.bas # Right to erasure
|
||||
│ ├── manage-consents.bas # Consent management
|
||||
│ └── rectify-data.bas # Data correction
|
||||
├── privacy.gbot/
|
||||
│ └── config.csv # Configuration
|
||||
├── privacy.gbkb/
|
||||
│ └── privacy-policy.md # Privacy documentation
|
||||
└── privacy.gbui/
|
||||
└── index.html # Web portal UI
|
||||
```
|
||||
|
||||
## Data Subject Rights by Regulation
|
||||
|
||||
| Right | LGPD (Brazil) | GDPR (EU) | CCPA (California) |
|
||||
|-------|---------------|-----------|-------------------|
|
||||
| Access | Art. 18 | Art. 15 | §1798.100 |
|
||||
| Rectification | Art. 18 III | Art. 16 | - |
|
||||
| Erasure | Art. 18 VI | Art. 17 | §1798.105 |
|
||||
| Portability | Art. 18 V | Art. 20 | §1798.100 |
|
||||
| Object | Art. 18 IV | Art. 21 | §1798.120 |
|
||||
| Consent | Art. 8 | Art. 7 | §1798.135 |
|
||||
|
||||
## Response Deadlines
|
||||
|
||||
| Regulation | Standard | Extended |
|
||||
|------------|----------|----------|
|
||||
| LGPD | 15 days | - |
|
||||
| GDPR | 30 days | 90 days (complex) |
|
||||
| CCPA | 45 days | 90 days |
|
||||
|
||||
## Request Data Tool: request-data.bas
|
||||
|
||||
```basic
|
||||
PARAM request_type AS STRING LIKE "full" DESCRIPTION "Type of data request: full, summary, specific"
|
||||
|
||||
DESCRIPTION "Process a data access request (Right of Access)"
|
||||
|
||||
' Verify identity first
|
||||
TALK "🔐 To protect your privacy, I need to verify your identity."
|
||||
TALK "I'll send a verification code to your registered email."
|
||||
|
||||
code = FORMAT(RANDOM(100000, 999999))
|
||||
SET BOT MEMORY "verification_code_" + user_id, code
|
||||
SET BOT MEMORY "verification_expiry_" + user_id, DATEADD(NOW(), 10, "minutes")
|
||||
|
||||
SEND MAIL user_email, "Privacy Request Verification", "Your verification code is: " + code
|
||||
|
||||
TALK "Please enter the 6-digit code sent to your email:"
|
||||
HEAR entered_code
|
||||
|
||||
stored_code = GET BOT MEMORY("verification_code_" + user_id)
|
||||
expiry = GET BOT MEMORY("verification_expiry_" + user_id)
|
||||
|
||||
IF entered_code <> stored_code OR NOW() > expiry THEN
|
||||
TALK "❌ Invalid or expired code. Please try again."
|
||||
RETURN NULL
|
||||
END IF
|
||||
|
||||
' Log the request for compliance
|
||||
WITH request
|
||||
id = "ACC-" + FORMAT(NOW(), "YYYY") + "-" + FORMAT(RANDOM(100000, 999999))
|
||||
user_id = user_id
|
||||
type = "access"
|
||||
status = "processing"
|
||||
created_at = NOW()
|
||||
deadline = DATEADD(NOW(), 15, "days")
|
||||
END WITH
|
||||
|
||||
SAVE "privacy_requests.csv", request
|
||||
|
||||
' Retrieve user data
|
||||
userData = FIND "users.csv", "id = '" + user_id + "'"
|
||||
activityData = FIND "activity_log.csv", "user_id = '" + user_id + "'"
|
||||
consents = FIND "consents.csv", "user_id = '" + user_id + "'"
|
||||
|
||||
TALK "✅ Identity verified. Here's your data:"
|
||||
TALK ""
|
||||
TALK "**📋 Personal Information**"
|
||||
TALK "• Name: " + userData.name
|
||||
TALK "• Email: " + MASK_EMAIL(userData.email)
|
||||
TALK "• Account created: " + FORMAT(userData.created_at, "MMM DD, YYYY")
|
||||
TALK ""
|
||||
TALK "**📊 Activity Summary**"
|
||||
TALK "• Total activities: " + UBOUND(activityData)
|
||||
TALK "• Last activity: " + FORMAT(activityData[1].timestamp, "MMM DD, YYYY")
|
||||
TALK ""
|
||||
TALK "**🔔 Consent Status**"
|
||||
FOR EACH consent IN consents
|
||||
status_icon = IIF(consent.granted, "✅", "❌")
|
||||
TALK "• " + consent.purpose + ": " + status_icon
|
||||
NEXT
|
||||
|
||||
TALK ""
|
||||
TALK "Request ID: **" + request.id + "**"
|
||||
TALK "Would you like a full export of your data?"
|
||||
|
||||
RETURN request.id
|
||||
```
|
||||
|
||||
## Delete Data Tool: delete-data.bas
|
||||
|
||||
```basic
|
||||
PARAM confirm AS STRING LIKE "yes" DESCRIPTION "Confirmation to proceed with deletion"
|
||||
|
||||
DESCRIPTION "Process a data erasure request (Right to be Forgotten)"
|
||||
|
||||
' Warn about consequences
|
||||
TALK "⚠️ **Data Deletion Request**"
|
||||
TALK ""
|
||||
TALK "This will permanently delete:"
|
||||
TALK "• Your profile and personal information"
|
||||
TALK "• Activity history and preferences"
|
||||
TALK "• Communication history"
|
||||
TALK ""
|
||||
TALK "**Note:** Some data may be retained for legal compliance:"
|
||||
TALK "• Financial records (tax requirements)"
|
||||
TALK "• Fraud prevention data"
|
||||
TALK "• Legal dispute documentation"
|
||||
TALK ""
|
||||
TALK "Type **DELETE MY DATA** to confirm this irreversible action:"
|
||||
|
||||
HEAR confirmation
|
||||
|
||||
IF UPPER(confirmation) <> "DELETE MY DATA" THEN
|
||||
TALK "Deletion cancelled. Your data remains unchanged."
|
||||
RETURN NULL
|
||||
END IF
|
||||
|
||||
' Create deletion request
|
||||
WITH request
|
||||
id = "DEL-" + FORMAT(NOW(), "YYYY") + "-" + FORMAT(RANDOM(100000, 999999))
|
||||
user_id = user_id
|
||||
type = "erasure"
|
||||
status = "pending_verification"
|
||||
created_at = NOW()
|
||||
deadline = DATEADD(NOW(), 15, "days")
|
||||
END WITH
|
||||
|
||||
SAVE "privacy_requests.csv", request
|
||||
|
||||
' Send verification email
|
||||
verification_link = "https://privacy.company.com/verify/" + request.id
|
||||
SEND MAIL user_email, "Confirm Data Deletion Request",
|
||||
"Click to confirm your data deletion request:\n\n" + verification_link +
|
||||
"\n\nThis link expires in 24 hours.\n\nRequest ID: " + request.id
|
||||
|
||||
TALK "📧 A verification email has been sent."
|
||||
TALK "Please click the link to confirm your deletion request."
|
||||
TALK ""
|
||||
TALK "**Timeline:**"
|
||||
TALK "• Verification: 24 hours"
|
||||
TALK "• Processing: 15 business days (LGPD) / 30 days (GDPR)"
|
||||
TALK ""
|
||||
TALK "Request ID: **" + request.id + "**"
|
||||
|
||||
RETURN request.id
|
||||
```
|
||||
|
||||
## Customization Ideas
|
||||
|
||||
### Add Identity Verification Options
|
||||
|
||||
```basic
|
||||
TALK "How would you like to verify your identity?"
|
||||
ADD SUGGESTION "email" AS "Email verification"
|
||||
ADD SUGGESTION "sms" AS "SMS verification"
|
||||
ADD SUGGESTION "id" AS "Upload ID document"
|
||||
|
||||
HEAR method
|
||||
|
||||
SWITCH method
|
||||
CASE "email"
|
||||
' Send email code
|
||||
CASE "sms"
|
||||
' Send SMS code
|
||||
CASE "id"
|
||||
TALK "Please upload a photo of your government-issued ID."
|
||||
HEAR id_upload AS FILE
|
||||
' Process ID verification
|
||||
END SWITCH
|
||||
```
|
||||
|
||||
### Add DPO Escalation
|
||||
|
||||
```basic
|
||||
' For complex requests
|
||||
IF request_complexity = "high" THEN
|
||||
TALK "This request requires review by our Data Protection Officer."
|
||||
TALK "You will be contacted within 5 business days."
|
||||
|
||||
SEND MAIL "dpo@company.com", "Privacy Request Escalation",
|
||||
"Request ID: " + request.id + "\n" +
|
||||
"Type: " + request.type + "\n" +
|
||||
"User: " + user_email + "\n" +
|
||||
"Reason: Complex request requiring DPO review"
|
||||
END IF
|
||||
```
|
||||
|
||||
### Add Audit Logging
|
||||
|
||||
```basic
|
||||
' Log all privacy operations
|
||||
WITH auditLog
|
||||
timestamp = NOW()
|
||||
request_id = request.id
|
||||
user_id = user_id
|
||||
action = "data_access"
|
||||
ip_address = GET_CLIENT_IP()
|
||||
user_agent = GET_USER_AGENT()
|
||||
result = "success"
|
||||
END WITH
|
||||
|
||||
SAVE "privacy_audit_log.csv", auditLog
|
||||
```
|
||||
|
||||
## Best Practices
|
||||
|
||||
1. **Always Verify Identity**: Never provide data without verification
|
||||
2. **Log Everything**: Maintain audit trails for compliance
|
||||
3. **Clear Timelines**: Communicate response deadlines clearly
|
||||
4. **Explain Retention**: Be transparent about what data is retained and why
|
||||
5. **Easy Consent Management**: Make it simple to change preferences
|
||||
6. **Secure Communications**: Use encrypted channels for sensitive data
|
||||
|
||||
## Related Templates
|
||||
|
||||
- [auth.bas](./auth.md) - Authentication patterns
|
||||
- [bank.bas](./bank.md) - Secure financial data handling
|
||||
- [hipaa.bas](./hipaa.md) - Healthcare privacy compliance
|
||||
|
||||
---
|
||||
|
||||
<style>
|
||||
.wa-chat{background-color:#e5ddd5;border-radius:8px;padding:20px 15px;margin:20px 0;max-width:600px;font-family:-apple-system,BlinkMacSystemFont,'Segoe UI',Roboto,Helvetica,Arial,sans-serif;font-size:14px}
|
||||
.wa-chat::after{content:'';display:table;clear:both}
|
||||
.wa-message{clear:both;margin-bottom:10px;max-width:85%;position:relative}
|
||||
.wa-message.user{float:right}
|
||||
.wa-message.user .wa-bubble{background-color:#dcf8c6;border-radius:8px 0 8px 8px;margin-left:40px}
|
||||
.wa-message.bot{float:left}
|
||||
.wa-message.bot .wa-bubble{background-color:#fff;border-radius:0 8px 8px 8px;margin-right:40px}
|
||||
.wa-bubble{padding:8px 12px;box-shadow:0 1px .5px rgba(0,0,0,.13)}
|
||||
.wa-bubble p{margin:0 0 4px 0;line-height:1.4;color:#303030}
|
||||
.wa-bubble p:last-child{margin-bottom:0}
|
||||
.wa-time{font-size:11px;color:#8696a0;text-align:right;margin-top:4px}
|
||||
.wa-message.user .wa-time{color:#61a05e}
|
||||
.wa-sender{font-size:12px;font-weight:600;color:#06cf9c;margin-bottom:2px}
|
||||
.wa-status.read::after{content:'✓✓';color:#53bdeb;margin-left:4px}
|
||||
.wa-date{text-align:center;margin:15px 0;clear:both}
|
||||
.wa-date span{background-color:#fff;color:#54656f;padding:5px 12px;border-radius:8px;font-size:12px;box-shadow:0 1px .5px rgba(0,0,0,.13)}
|
||||
.wa-header{background-color:#075e54;color:#fff;padding:10px 15px;margin:-20px -15px 15px -15px;border-radius:8px 8px 0 0;display:flex;align-items:center;gap:10px}
|
||||
.wa-header-avatar{width:40px;height:40px;background-color:#25d366;border-radius:50%;display:flex;align-items:center;justify-content:center;font-size:18px}
|
||||
.wa-header-info{flex:1}
|
||||
.wa-header-name{font-weight:600;font-size:16px}
|
||||
.wa-header-status{font-size:12px;opacity:.8}
|
||||
</style>
|
||||
734
docs/src/chapter-06-gbdialog/templates/sales-pipeline.md
Normal file
734
docs/src/chapter-06-gbdialog/templates/sales-pipeline.md
Normal file
|
|
@ -0,0 +1,734 @@
|
|||
# Sales Pipeline Template
|
||||
|
||||
The sales pipeline template provides a complete CRM (Customer Relationship Management) system for managing deals, tracking opportunities through sales stages, and generating revenue forecasts.
|
||||
|
||||
## Topic: Sales Pipeline & Deal Management
|
||||
|
||||
This template is perfect for:
|
||||
- Sales teams tracking deals
|
||||
- Revenue forecasting
|
||||
- Pipeline management
|
||||
- Win/loss analysis
|
||||
- Sales performance reporting
|
||||
|
||||
## The Code
|
||||
|
||||
```basic
|
||||
ADD TOOL "create-deal"
|
||||
ADD TOOL "update-stage"
|
||||
ADD TOOL "list-deals"
|
||||
ADD TOOL "deal-details"
|
||||
ADD TOOL "pipeline-report"
|
||||
ADD TOOL "forecast-revenue"
|
||||
|
||||
USE KB "sales-pipeline.gbkb"
|
||||
|
||||
SET CONTEXT "sales pipeline" AS "You are a sales assistant helping manage the sales pipeline. Help with creating new deals, updating deal stages, viewing pipeline status, generating sales forecasts, and analyzing win/loss rates."
|
||||
|
||||
CLEAR SUGGESTIONS
|
||||
|
||||
ADD SUGGESTION "newdeal" AS "Create a new deal"
|
||||
ADD SUGGESTION "pipeline" AS "Show my pipeline"
|
||||
ADD SUGGESTION "update" AS "Update a deal stage"
|
||||
ADD SUGGESTION "forecast" AS "View sales forecast"
|
||||
ADD SUGGESTION "report" AS "Generate pipeline report"
|
||||
|
||||
BEGIN TALK
|
||||
**Sales Pipeline Manager**
|
||||
|
||||
I can help you with:
|
||||
• Create new deals and opportunities
|
||||
• View and manage your pipeline
|
||||
• Update deal stages
|
||||
• Generate sales forecasts
|
||||
• Pipeline analytics and reports
|
||||
• Track win/loss rates
|
||||
|
||||
Select an option or tell me what you need.
|
||||
END TALK
|
||||
|
||||
BEGIN SYSTEM PROMPT
|
||||
You are a sales pipeline assistant.
|
||||
|
||||
Pipeline stages:
|
||||
- Lead: Initial contact, not qualified
|
||||
- Qualified: Budget, authority, need, timeline confirmed
|
||||
- Proposal: Quote sent
|
||||
- Negotiation: Active discussions
|
||||
- Closed Won: Successfully closed
|
||||
- Closed Lost: Lost or no decision
|
||||
|
||||
Always encourage sales reps and provide actionable insights.
|
||||
Confirm changes before saving.
|
||||
Use currency format for amounts.
|
||||
END SYSTEM PROMPT
|
||||
```
|
||||
|
||||
## Sample Dialogs
|
||||
|
||||
These conversations show how the sales pipeline template works in real-world scenarios.
|
||||
|
||||
### Dialog 1: Creating a New Deal
|
||||
|
||||
<div class="wa-chat">
|
||||
<div class="wa-header">
|
||||
<div class="wa-header-avatar">💼</div>
|
||||
<div class="wa-header-info">
|
||||
<div class="wa-header-name">Sales Pipeline</div>
|
||||
<div class="wa-header-status">online</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="wa-date"><span>Today</span></div>
|
||||
|
||||
<div class="wa-message bot">
|
||||
<div class="wa-bubble">
|
||||
<div class="wa-sender">Sales Pipeline</div>
|
||||
<p><strong>Sales Pipeline Manager</strong></p>
|
||||
<p>I can help you with:</p>
|
||||
<p>• Create new deals and opportunities<br>• View and manage your pipeline<br>• Update deal stages<br>• Generate sales forecasts</p>
|
||||
<div class="wa-time">09:00</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="wa-message user">
|
||||
<div class="wa-bubble">
|
||||
<p>I want to add a new deal</p>
|
||||
<div class="wa-time">09:01 <span class="wa-status read"></span></div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="wa-message bot">
|
||||
<div class="wa-bubble">
|
||||
<p>Great! Let's create a new deal. 🎯</p>
|
||||
<p>What's the company name?</p>
|
||||
<div class="wa-time">09:01</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="wa-message user">
|
||||
<div class="wa-bubble">
|
||||
<p>Acme Corporation</p>
|
||||
<div class="wa-time">09:02 <span class="wa-status read"></span></div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="wa-message bot">
|
||||
<div class="wa-bubble">
|
||||
<p>Got it. What's the deal value?</p>
|
||||
<div class="wa-time">09:02</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="wa-message user">
|
||||
<div class="wa-bubble">
|
||||
<p>$50,000</p>
|
||||
<div class="wa-time">09:02 <span class="wa-status read"></span></div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="wa-message bot">
|
||||
<div class="wa-bubble">
|
||||
<p>What's the expected close date?</p>
|
||||
<div class="wa-time">09:02</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="wa-message user">
|
||||
<div class="wa-bubble">
|
||||
<p>End of March</p>
|
||||
<div class="wa-time">09:03 <span class="wa-status read"></span></div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="wa-message bot">
|
||||
<div class="wa-bubble">
|
||||
<p>✅ <strong>Deal Created!</strong></p>
|
||||
<p>🏢 <strong>Company:</strong> Acme Corporation</p>
|
||||
<p>💰 <strong>Value:</strong> $50,000</p>
|
||||
<p>📅 <strong>Expected Close:</strong> March 31, 2025</p>
|
||||
<p>📊 <strong>Stage:</strong> Lead</p>
|
||||
<p>🎫 <strong>Deal ID:</strong> DEAL-2025-0142</p>
|
||||
<p>Good luck! 🍀 Keep me updated on the progress.</p>
|
||||
<div class="wa-time">09:03</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
### Dialog 2: Viewing Pipeline
|
||||
|
||||
<div class="wa-chat">
|
||||
<div class="wa-header">
|
||||
<div class="wa-header-avatar">💼</div>
|
||||
<div class="wa-header-info">
|
||||
<div class="wa-header-name">Sales Pipeline</div>
|
||||
<div class="wa-header-status">online</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="wa-message user">
|
||||
<div class="wa-bubble">
|
||||
<p>Show my pipeline</p>
|
||||
<div class="wa-time">14:00 <span class="wa-status read"></span></div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="wa-message bot">
|
||||
<div class="wa-bubble">
|
||||
<p>📊 <strong>Your Sales Pipeline</strong></p>
|
||||
<p></p>
|
||||
<p><strong>🔵 Lead</strong> (3 deals - $85,000)</p>
|
||||
<p>• Acme Corp - $50,000</p>
|
||||
<p>• TechStart Inc - $25,000</p>
|
||||
<p>• Global Ltd - $10,000</p>
|
||||
<p></p>
|
||||
<p><strong>🟡 Qualified</strong> (2 deals - $120,000)</p>
|
||||
<p>• MegaCorp - $80,000</p>
|
||||
<p>• Innovate Co - $40,000</p>
|
||||
<p></p>
|
||||
<p><strong>🟠 Proposal</strong> (1 deal - $65,000)</p>
|
||||
<p>• Enterprise Solutions - $65,000</p>
|
||||
<p></p>
|
||||
<p><strong>🔴 Negotiation</strong> (1 deal - $150,000)</p>
|
||||
<p>• BigClient Inc - $150,000 ⭐</p>
|
||||
<p></p>
|
||||
<p><strong>Total Pipeline:</strong> $420,000</p>
|
||||
<p><strong>Weighted Forecast:</strong> $178,500</p>
|
||||
<div class="wa-time">14:00</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
### Dialog 3: Update Deal Stage
|
||||
|
||||
<div class="wa-chat">
|
||||
<div class="wa-header">
|
||||
<div class="wa-header-avatar">💼</div>
|
||||
<div class="wa-header-info">
|
||||
<div class="wa-header-name">Sales Pipeline</div>
|
||||
<div class="wa-header-status">online</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="wa-message user">
|
||||
<div class="wa-bubble">
|
||||
<p>Move Acme Corp to Qualified</p>
|
||||
<div class="wa-time">16:30 <span class="wa-status read"></span></div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="wa-message bot">
|
||||
<div class="wa-bubble">
|
||||
<p>🎯 <strong>BANT Qualification Checklist:</strong></p>
|
||||
<p>Before moving to Qualified, please confirm:</p>
|
||||
<p>✅ <strong>Budget:</strong> Do they have budget approved?</p>
|
||||
<p>✅ <strong>Authority:</strong> Are you speaking with a decision maker?</p>
|
||||
<p>✅ <strong>Need:</strong> Is there a clear business need?</p>
|
||||
<p>✅ <strong>Timeline:</strong> Do they have a timeline for purchase?</p>
|
||||
<p>Have all these been confirmed?</p>
|
||||
<div class="wa-time">16:30</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="wa-message user">
|
||||
<div class="wa-bubble">
|
||||
<p>Yes, all confirmed</p>
|
||||
<div class="wa-time">16:31 <span class="wa-status read"></span></div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="wa-message bot">
|
||||
<div class="wa-bubble">
|
||||
<p>✅ <strong>Deal Updated!</strong></p>
|
||||
<p>🏢 <strong>Acme Corporation</strong></p>
|
||||
<p>📊 Lead → <strong>Qualified</strong></p>
|
||||
<p>💰 $50,000</p>
|
||||
<p></p>
|
||||
<p>Great progress! 🎉 Next step: Send a proposal.</p>
|
||||
<p>Win probability increased to 40%.</p>
|
||||
<div class="wa-time">16:31</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
### Dialog 4: Revenue Forecast
|
||||
|
||||
<div class="wa-chat">
|
||||
<div class="wa-header">
|
||||
<div class="wa-header-avatar">💼</div>
|
||||
<div class="wa-header-info">
|
||||
<div class="wa-header-name">Sales Pipeline</div>
|
||||
<div class="wa-header-status">online</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="wa-message user">
|
||||
<div class="wa-bubble">
|
||||
<p>What's my forecast for this quarter?</p>
|
||||
<div class="wa-time">10:00 <span class="wa-status read"></span></div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="wa-message bot">
|
||||
<div class="wa-bubble">
|
||||
<p>📈 <strong>Q1 2025 Revenue Forecast</strong></p>
|
||||
<p></p>
|
||||
<p><strong>By Stage:</strong></p>
|
||||
<p>• Negotiation (80%): $120,000</p>
|
||||
<p>• Proposal (50%): $32,500</p>
|
||||
<p>• Qualified (40%): $48,000</p>
|
||||
<p>• Lead (20%): $17,000</p>
|
||||
<p></p>
|
||||
<p><strong>Weighted Forecast:</strong> $217,500</p>
|
||||
<p><strong>Best Case:</strong> $420,000</p>
|
||||
<p><strong>Committed:</strong> $150,000</p>
|
||||
<p></p>
|
||||
<p><strong>Quota:</strong> $200,000</p>
|
||||
<p><strong>Attainment:</strong> 109% (forecasted)</p>
|
||||
<p></p>
|
||||
<p>🎯 You're on track to exceed quota! Focus on closing the BigClient deal to lock in your numbers.</p>
|
||||
<div class="wa-time">10:00</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
## Keywords Used
|
||||
|
||||
| Keyword | Purpose |
|
||||
|---------|---------|
|
||||
| `ADD TOOL` | Register pipeline management tools |
|
||||
| `USE KB` | Load sales methodology knowledge base |
|
||||
| `SET CONTEXT` | Define sales assistant behavior |
|
||||
| `ADD SUGGESTION` | Create quick action buttons |
|
||||
| `BEGIN TALK` | Welcome message with options |
|
||||
| `BEGIN SYSTEM PROMPT` | Sales stage definitions and guidelines |
|
||||
|
||||
## Pipeline Stages
|
||||
|
||||
| Stage | Win Probability | Description |
|
||||
|-------|-----------------|-------------|
|
||||
| Lead | 20% | Initial contact, not yet qualified |
|
||||
| Qualified | 40% | BANT criteria confirmed |
|
||||
| Proposal | 50% | Quote or proposal sent |
|
||||
| Negotiation | 80% | Active deal discussions |
|
||||
| Closed Won | 100% | Deal successfully closed |
|
||||
| Closed Lost | 0% | Deal lost or abandoned |
|
||||
|
||||
## Template Structure
|
||||
|
||||
```
|
||||
sales-pipeline.gbai/
|
||||
├── sales-pipeline.gbdialog/
|
||||
│ ├── start.bas # Main entry point
|
||||
│ ├── create-deal.bas # New deal creation
|
||||
│ ├── update-stage.bas # Stage progression
|
||||
│ ├── list-deals.bas # Pipeline view
|
||||
│ ├── deal-details.bas # Individual deal info
|
||||
│ ├── pipeline-report.bas # Analytics reports
|
||||
│ └── forecast-revenue.bas # Revenue forecasting
|
||||
├── sales-pipeline.gbdrive/
|
||||
│ └── templates/ # Proposal templates
|
||||
├── sales-pipeline.gbkb/
|
||||
│ └── sales-methodology.md # Sales best practices
|
||||
└── sales-pipeline.gbot/
|
||||
└── config.csv # Bot configuration
|
||||
```
|
||||
|
||||
## Create Deal Tool: create-deal.bas
|
||||
|
||||
```basic
|
||||
PARAM company AS STRING LIKE "Acme Corp" DESCRIPTION "Company or account name"
|
||||
PARAM value AS NUMBER LIKE 50000 DESCRIPTION "Deal value in dollars"
|
||||
PARAM close_date AS DATE LIKE "2025-03-31" DESCRIPTION "Expected close date"
|
||||
PARAM contact AS STRING DESCRIPTION "Primary contact name" OPTIONAL
|
||||
PARAM notes AS STRING DESCRIPTION "Deal notes" OPTIONAL
|
||||
|
||||
DESCRIPTION "Create a new deal in the sales pipeline"
|
||||
|
||||
' Generate deal ID
|
||||
dealId = "DEAL-" + FORMAT(NOW(), "YYYY") + "-" + FORMAT(RANDOM(1000, 9999))
|
||||
|
||||
' Get sales rep info
|
||||
salesRep = USERNAME
|
||||
salesRepEmail = FROM
|
||||
|
||||
' Create deal record
|
||||
WITH deal
|
||||
id = dealId
|
||||
company = company
|
||||
value = value
|
||||
expected_close = close_date
|
||||
contact_name = contact
|
||||
notes = notes
|
||||
stage = "lead"
|
||||
probability = 20
|
||||
owner = salesRep
|
||||
owner_email = salesRepEmail
|
||||
created_at = NOW()
|
||||
updated_at = NOW()
|
||||
END WITH
|
||||
|
||||
SAVE "deals.csv", deal
|
||||
|
||||
' Log activity
|
||||
WITH activity
|
||||
deal_id = dealId
|
||||
type = "created"
|
||||
description = "Deal created with value $" + FORMAT(value, "#,##0")
|
||||
user = salesRep
|
||||
timestamp = NOW()
|
||||
END WITH
|
||||
|
||||
SAVE "deal_activities.csv", activity
|
||||
|
||||
TALK "✅ **Deal Created!**"
|
||||
TALK "🏢 **Company:** " + company
|
||||
TALK "💰 **Value:** $" + FORMAT(value, "#,##0")
|
||||
TALK "📅 **Expected Close:** " + FORMAT(close_date, "MMMM DD, YYYY")
|
||||
TALK "📊 **Stage:** Lead"
|
||||
TALK "🎫 **Deal ID:** " + dealId
|
||||
TALK ""
|
||||
TALK "Good luck! 🍀"
|
||||
|
||||
RETURN dealId
|
||||
```
|
||||
|
||||
## Update Stage Tool: update-stage.bas
|
||||
|
||||
```basic
|
||||
PARAM deal_id AS STRING LIKE "DEAL-2025-0142" DESCRIPTION "Deal ID or company name"
|
||||
PARAM new_stage AS STRING LIKE "qualified" DESCRIPTION "New stage: lead, qualified, proposal, negotiation, closed_won, closed_lost"
|
||||
PARAM reason AS STRING DESCRIPTION "Reason for stage change" OPTIONAL
|
||||
|
||||
DESCRIPTION "Update the stage of a deal in the pipeline"
|
||||
|
||||
' Find deal
|
||||
deal = FIND "deals.csv", "id = '" + deal_id + "' OR LOWER(company) LIKE '%" + LOWER(deal_id) + "%'"
|
||||
|
||||
IF NOT deal THEN
|
||||
TALK "Deal not found. Please check the deal ID or company name."
|
||||
RETURN NULL
|
||||
END IF
|
||||
|
||||
old_stage = deal.stage
|
||||
new_stage_lower = LOWER(new_stage)
|
||||
|
||||
' Set probability based on stage
|
||||
SELECT CASE new_stage_lower
|
||||
CASE "lead"
|
||||
probability = 20
|
||||
CASE "qualified"
|
||||
probability = 40
|
||||
CASE "proposal"
|
||||
probability = 50
|
||||
CASE "negotiation"
|
||||
probability = 80
|
||||
CASE "closed_won"
|
||||
probability = 100
|
||||
CASE "closed_lost"
|
||||
probability = 0
|
||||
END SELECT
|
||||
|
||||
' Update deal
|
||||
deal.stage = new_stage_lower
|
||||
deal.probability = probability
|
||||
deal.updated_at = NOW()
|
||||
|
||||
IF new_stage_lower = "closed_won" THEN
|
||||
deal.closed_date = NOW()
|
||||
deal.closed_value = deal.value
|
||||
ELSE IF new_stage_lower = "closed_lost" THEN
|
||||
deal.closed_date = NOW()
|
||||
deal.lost_reason = reason
|
||||
END IF
|
||||
|
||||
UPDATE "deals.csv", deal
|
||||
|
||||
' Log activity
|
||||
WITH activity
|
||||
deal_id = deal.id
|
||||
type = "stage_change"
|
||||
description = "Stage changed: " + old_stage + " → " + new_stage_lower
|
||||
user = USERNAME
|
||||
timestamp = NOW()
|
||||
END WITH
|
||||
|
||||
SAVE "deal_activities.csv", activity
|
||||
|
||||
' Format stage names
|
||||
old_stage_display = PROPER(REPLACE(old_stage, "_", " "))
|
||||
new_stage_display = PROPER(REPLACE(new_stage_lower, "_", " "))
|
||||
|
||||
TALK "✅ **Deal Updated!**"
|
||||
TALK "🏢 **" + deal.company + "**"
|
||||
TALK "📊 " + old_stage_display + " → **" + new_stage_display + "**"
|
||||
TALK "💰 $" + FORMAT(deal.value, "#,##0")
|
||||
|
||||
IF new_stage_lower = "closed_won" THEN
|
||||
TALK ""
|
||||
TALK "🎉 Congratulations on closing the deal!"
|
||||
ELSE IF new_stage_lower = "closed_lost" THEN
|
||||
TALK ""
|
||||
TALK "📝 Deal marked as lost. Keep pushing on the other opportunities!"
|
||||
ELSE
|
||||
TALK ""
|
||||
TALK "Win probability: " + probability + "%"
|
||||
END IF
|
||||
|
||||
RETURN deal.id
|
||||
```
|
||||
|
||||
## Forecast Revenue Tool: forecast-revenue.bas
|
||||
|
||||
```basic
|
||||
PARAM period AS STRING LIKE "this quarter" DESCRIPTION "Forecast period: this month, this quarter, this year"
|
||||
|
||||
DESCRIPTION "Generate revenue forecast based on pipeline and probabilities"
|
||||
|
||||
' Determine date range
|
||||
IF INSTR(LOWER(period), "month") > 0 THEN
|
||||
start_date = DATE(YEAR(NOW()), MONTH(NOW()), 1)
|
||||
end_date = DATEADD(DATEADD(start_date, 1, "month"), -1, "day")
|
||||
period_name = FORMAT(NOW(), "MMMM YYYY")
|
||||
ELSE IF INSTR(LOWER(period), "quarter") > 0 THEN
|
||||
quarter = INT((MONTH(NOW()) - 1) / 3) + 1
|
||||
start_date = DATE(YEAR(NOW()), (quarter - 1) * 3 + 1, 1)
|
||||
end_date = DATEADD(DATEADD(start_date, 3, "month"), -1, "day")
|
||||
period_name = "Q" + quarter + " " + YEAR(NOW())
|
||||
ELSE
|
||||
start_date = DATE(YEAR(NOW()), 1, 1)
|
||||
end_date = DATE(YEAR(NOW()), 12, 31)
|
||||
period_name = YEAR(NOW())
|
||||
END IF
|
||||
|
||||
' Get deals closing in period
|
||||
deals = FIND "deals.csv", "expected_close >= '" + FORMAT(start_date, "YYYY-MM-DD") + "' AND expected_close <= '" + FORMAT(end_date, "YYYY-MM-DD") + "' AND stage NOT IN ('closed_won', 'closed_lost')"
|
||||
|
||||
' Calculate forecasts by stage
|
||||
weighted_total = 0
|
||||
best_case = 0
|
||||
committed = 0
|
||||
|
||||
stages = ["negotiation", "proposal", "qualified", "lead"]
|
||||
stage_totals = []
|
||||
|
||||
FOR EACH stage IN stages
|
||||
stage_deals = FILTER(deals, "stage = '" + stage + "'")
|
||||
stage_value = 0
|
||||
stage_weighted = 0
|
||||
|
||||
FOR EACH deal IN stage_deals
|
||||
stage_value = stage_value + deal.value
|
||||
stage_weighted = stage_weighted + (deal.value * deal.probability / 100)
|
||||
NEXT
|
||||
|
||||
best_case = best_case + stage_value
|
||||
weighted_total = weighted_total + stage_weighted
|
||||
|
||||
IF stage = "negotiation" THEN
|
||||
committed = committed + stage_weighted
|
||||
END IF
|
||||
|
||||
stage_totals[stage] = {value: stage_value, weighted: stage_weighted, prob: deals[1].probability}
|
||||
NEXT
|
||||
|
||||
' Get closed won in period
|
||||
closed = FIND "deals.csv", "closed_date >= '" + FORMAT(start_date, "YYYY-MM-DD") + "' AND stage = 'closed_won'"
|
||||
closed_value = 0
|
||||
FOR EACH deal IN closed
|
||||
closed_value = closed_value + deal.closed_value
|
||||
NEXT
|
||||
|
||||
' Get quota
|
||||
quota = GET BOT MEMORY("quota_" + USERNAME)
|
||||
IF NOT quota THEN quota = 200000
|
||||
|
||||
attainment = ((closed_value + weighted_total) / quota) * 100
|
||||
|
||||
TALK "📈 **" + period_name + " Revenue Forecast**"
|
||||
TALK ""
|
||||
TALK "**By Stage:**"
|
||||
TALK "• Negotiation (80%): $" + FORMAT(stage_totals["negotiation"].weighted, "#,##0")
|
||||
TALK "• Proposal (50%): $" + FORMAT(stage_totals["proposal"].weighted, "#,##0")
|
||||
TALK "• Qualified (40%): $" + FORMAT(stage_totals["qualified"].weighted, "#,##0")
|
||||
TALK "• Lead (20%): $" + FORMAT(stage_totals["lead"].weighted, "#,##0")
|
||||
TALK ""
|
||||
TALK "**Weighted Forecast:** $" + FORMAT(weighted_total, "#,##0")
|
||||
TALK "**Best Case:** $" + FORMAT(best_case, "#,##0")
|
||||
TALK "**Committed:** $" + FORMAT(committed, "#,##0")
|
||||
TALK "**Already Closed:** $" + FORMAT(closed_value, "#,##0")
|
||||
TALK ""
|
||||
TALK "**Quota:** $" + FORMAT(quota, "#,##0")
|
||||
TALK "**Attainment:** " + FORMAT(attainment, "#,##0") + "% (forecasted)"
|
||||
|
||||
IF attainment >= 100 THEN
|
||||
TALK ""
|
||||
TALK "🎯 You're on track to exceed quota!"
|
||||
ELSE IF attainment >= 80 THEN
|
||||
TALK ""
|
||||
TALK "📊 You're close! Focus on advancing your top deals."
|
||||
ELSE
|
||||
TALK ""
|
||||
TALK "⚠️ You need more pipeline coverage. Time to prospect!"
|
||||
END IF
|
||||
|
||||
RETURN {weighted: weighted_total, best_case: best_case, attainment: attainment}
|
||||
```
|
||||
|
||||
## Customization Ideas
|
||||
|
||||
### Add Deal Scoring
|
||||
|
||||
```basic
|
||||
' Calculate deal score based on various factors
|
||||
score = 0
|
||||
|
||||
' Company size score
|
||||
IF deal.company_size > 1000 THEN
|
||||
score = score + 20
|
||||
ELSE IF deal.company_size > 100 THEN
|
||||
score = score + 10
|
||||
END IF
|
||||
|
||||
' Budget confirmed
|
||||
IF deal.budget_confirmed THEN
|
||||
score = score + 25
|
||||
END IF
|
||||
|
||||
' Decision maker engaged
|
||||
IF deal.decision_maker THEN
|
||||
score = score + 25
|
||||
END IF
|
||||
|
||||
' Timeline urgency
|
||||
IF DATEDIFF(deal.expected_close, NOW(), "days") < 30 THEN
|
||||
score = score + 20
|
||||
END IF
|
||||
|
||||
' Competitor involved
|
||||
IF deal.competitor THEN
|
||||
score = score - 10
|
||||
END IF
|
||||
|
||||
deal.score = score
|
||||
TALK "Deal Score: " + score + "/100"
|
||||
```
|
||||
|
||||
### Add Activity Tracking
|
||||
|
||||
```basic
|
||||
ADD TOOL "log-activity"
|
||||
|
||||
PARAM deal_id AS STRING DESCRIPTION "Deal ID"
|
||||
PARAM activity_type AS STRING LIKE "call" DESCRIPTION "Type: call, email, meeting, demo, proposal"
|
||||
PARAM notes AS STRING DESCRIPTION "Activity notes"
|
||||
|
||||
WITH activity
|
||||
deal_id = deal_id
|
||||
type = activity_type
|
||||
notes = notes
|
||||
user = USERNAME
|
||||
timestamp = NOW()
|
||||
END WITH
|
||||
|
||||
SAVE "deal_activities.csv", activity
|
||||
|
||||
' Update deal's last activity date
|
||||
UPDATE "deals.csv" SET last_activity = NOW() WHERE id = deal_id
|
||||
|
||||
TALK "✅ Activity logged for deal " + deal_id
|
||||
```
|
||||
|
||||
### Add Win/Loss Analysis
|
||||
|
||||
```basic
|
||||
ADD TOOL "win-loss-report"
|
||||
|
||||
won = FIND "deals.csv", "stage = 'closed_won' AND closed_date >= '" + start_date + "'"
|
||||
lost = FIND "deals.csv", "stage = 'closed_lost' AND closed_date >= '" + start_date + "'"
|
||||
|
||||
won_count = UBOUND(won)
|
||||
lost_count = UBOUND(lost)
|
||||
win_rate = (won_count / (won_count + lost_count)) * 100
|
||||
|
||||
won_value = 0
|
||||
FOR EACH deal IN won
|
||||
won_value = won_value + deal.value
|
||||
NEXT
|
||||
|
||||
TALK "📊 **Win/Loss Analysis**"
|
||||
TALK ""
|
||||
TALK "**Win Rate:** " + FORMAT(win_rate, "#0.0") + "%"
|
||||
TALK "**Deals Won:** " + won_count + " ($" + FORMAT(won_value, "#,##0") + ")"
|
||||
TALK "**Deals Lost:** " + lost_count
|
||||
TALK ""
|
||||
TALK "**Top Loss Reasons:**"
|
||||
' Aggregate loss reasons...
|
||||
```
|
||||
|
||||
### Add Email Integration
|
||||
|
||||
```basic
|
||||
' Send proposal email from pipeline
|
||||
ADD TOOL "send-proposal"
|
||||
|
||||
PARAM deal_id AS STRING DESCRIPTION "Deal to send proposal for"
|
||||
|
||||
deal = FIND "deals.csv", "id = '" + deal_id + "'"
|
||||
|
||||
' Generate proposal from template
|
||||
proposal = FILL "proposal-template.docx", deal
|
||||
|
||||
' Send email
|
||||
SEND MAIL deal.contact_email, "Proposal for " + deal.company,
|
||||
"Please find attached our proposal.\n\nBest regards,\n" + USERNAME,
|
||||
proposal
|
||||
|
||||
' Update deal stage
|
||||
deal.stage = "proposal"
|
||||
deal.proposal_sent = NOW()
|
||||
UPDATE "deals.csv", deal
|
||||
|
||||
TALK "📧 Proposal sent to " + deal.contact_email
|
||||
TALK "Deal moved to Proposal stage."
|
||||
```
|
||||
|
||||
## Best Practices
|
||||
|
||||
1. **Keep Deals Updated**: Update deal stages promptly for accurate forecasting
|
||||
2. **Log Activities**: Track all customer interactions
|
||||
3. **Use BANT**: Qualify deals properly before advancing
|
||||
4. **Clean Pipeline**: Remove stale deals regularly
|
||||
5. **Review Weekly**: Check pipeline health and forecasts weekly
|
||||
|
||||
## Related Templates
|
||||
|
||||
- [crm/contacts.bas](./contacts.md) - Contact management
|
||||
- [marketing.bas](./marketing.md) - Lead generation
|
||||
- [store.bas](./store.md) - E-commerce integration
|
||||
|
||||
---
|
||||
|
||||
<style>
|
||||
.wa-chat{background-color:#e5ddd5;border-radius:8px;padding:20px 15px;margin:20px 0;max-width:600px;font-family:-apple-system,BlinkMacSystemFont,'Segoe UI',Roboto,Helvetica,Arial,sans-serif;font-size:14px}
|
||||
.wa-chat::after{content:'';display:table;clear:both}
|
||||
.wa-message{clear:both;margin-bottom:10px;max-width:85%;position:relative}
|
||||
.wa-message.user{float:right}
|
||||
.wa-message.user .wa-bubble{background-color:#dcf8c6;border-radius:8px 0 8px 8px;margin-left:40px}
|
||||
.wa-message.bot{float:left}
|
||||
.wa-message.bot .wa-bubble{background-color:#fff;border-radius:0 8px 8px 8px;margin-right:40px}
|
||||
.wa-bubble{padding:8px 12px;box-shadow:0 1px .5px rgba(0,0,0,.13)}
|
||||
.wa-bubble p{margin:0 0 4px 0;line-height:1.4;color:#303030}
|
||||
.wa-bubble p:last-child{margin-bottom:0}
|
||||
.wa-time{font-size:11px;color:#8696a0;text-align:right;margin-top:4px}
|
||||
.wa-message.user .wa-time{color:#61a05e}
|
||||
.wa-sender{font-size:12px;font-weight:600;color:#06cf9c;margin-bottom:2px}
|
||||
.wa-status.read::after{content:'✓✓';color:#53bdeb;margin-left:4px}
|
||||
.wa-date{text-align:center;margin:15px 0;clear:both}
|
||||
.wa-date span{background-color:#fff;color:#54656f;padding:5px 12px;border-radius:8px;font-size:12px;box-shadow:0 1px .5px rgba(0,0,0,.13)}
|
||||
.wa-header{background-color:#075e54;color:#fff;padding:10px 15px;margin:-20px -15px 15px -15px;border-radius:8px 8px 0 0;display:flex;align-items:center;gap:10px}
|
||||
.wa-header-avatar{width:40px;height:40px;background-color:#25d366;border-radius:50%;display:flex;align-items:center;justify-content:center;font-size:18px}
|
||||
.wa-header-info{flex:1}
|
||||
.wa-header-name{font-weight:600;font-size:16px}
|
||||
.wa-header-status{font-size:12px;opacity:.8}
|
||||
</style>
|
||||
589
docs/src/chapter-06-gbdialog/templates/store.md
Normal file
589
docs/src/chapter-06-gbdialog/templates/store.md
Normal file
|
|
@ -0,0 +1,589 @@
|
|||
# Store Template
|
||||
|
||||
The store template provides a complete e-commerce assistant that helps customers browse products, manage shopping carts, and complete purchases through conversational AI.
|
||||
|
||||
## Topic: E-Commerce & Shopping Assistant
|
||||
|
||||
This template is perfect for:
|
||||
- Online retail stores
|
||||
- Product catalog browsing
|
||||
- Shopping cart management
|
||||
- Order tracking
|
||||
- Customer support for e-commerce
|
||||
|
||||
## The Code
|
||||
|
||||
```basic
|
||||
ADD TOOL "checkout"
|
||||
ADD TOOL "search-product"
|
||||
ADD TOOL "add-to-cart"
|
||||
ADD TOOL "view-cart"
|
||||
ADD TOOL "track-order"
|
||||
ADD TOOL "product-details"
|
||||
|
||||
data = FIND "products.csv"
|
||||
|
||||
CLEAR SUGGESTIONS
|
||||
|
||||
ADD SUGGESTION "products" AS "View products"
|
||||
ADD SUGGESTION "cart" AS "View my cart"
|
||||
ADD SUGGESTION "checkout" AS "Checkout"
|
||||
ADD SUGGESTION "orders" AS "Track my order"
|
||||
ADD SUGGESTION "help" AS "Shopping help"
|
||||
|
||||
SET CONTEXT "store" AS "You are a virtual store sales assistant. Help customers browse products, add items to cart, and complete purchases. Be friendly and helpful. Available products: ${TOJSON(data)}"
|
||||
|
||||
BEGIN TALK
|
||||
**Virtual Store**
|
||||
|
||||
Welcome! I can help you with:
|
||||
• Browse our product catalog
|
||||
• Add items to your cart
|
||||
• Complete your purchase
|
||||
• Track your orders
|
||||
|
||||
Select an option or tell me what you're looking for.
|
||||
END TALK
|
||||
|
||||
BEGIN SYSTEM PROMPT
|
||||
You are a friendly sales assistant in our virtual store.
|
||||
|
||||
Welcome customers warmly.
|
||||
Help them find products.
|
||||
Provide clear product information.
|
||||
Guide through purchase process.
|
||||
Offer assistance when needed.
|
||||
|
||||
Product catalog is available in context.
|
||||
Suggest related products when appropriate.
|
||||
Confirm items before adding to cart.
|
||||
END SYSTEM PROMPT
|
||||
```
|
||||
|
||||
## Sample Dialogs
|
||||
|
||||
These conversations show how the store template works in real-world scenarios.
|
||||
|
||||
### Dialog 1: Product Search
|
||||
|
||||
<div class="wa-chat">
|
||||
<div class="wa-header">
|
||||
<div class="wa-header-avatar">🛒</div>
|
||||
<div class="wa-header-info">
|
||||
<div class="wa-header-name">Virtual Store</div>
|
||||
<div class="wa-header-status">online</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="wa-date"><span>Today</span></div>
|
||||
|
||||
<div class="wa-message bot">
|
||||
<div class="wa-bubble">
|
||||
<div class="wa-sender">Virtual Store</div>
|
||||
<p><strong>Virtual Store</strong></p>
|
||||
<p>Welcome! I can help you with:</p>
|
||||
<p>• Browse our product catalog<br>• Add items to your cart<br>• Complete your purchase<br>• Track your orders</p>
|
||||
<div class="wa-time">10:00</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="wa-message user">
|
||||
<div class="wa-bubble">
|
||||
<p>I'm looking for wireless headphones</p>
|
||||
<div class="wa-time">10:01 <span class="wa-status read"></span></div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="wa-message bot">
|
||||
<div class="wa-bubble">
|
||||
<p>🎧 Great choice! Here are our wireless headphones:</p>
|
||||
<p></p>
|
||||
<p><strong>1. ProSound Elite</strong></p>
|
||||
<p>💰 $149.99 | ⭐ 4.8/5</p>
|
||||
<p>Active noise canceling, 30hr battery</p>
|
||||
<p></p>
|
||||
<p><strong>2. BassBuds Pro</strong></p>
|
||||
<p>💰 $89.99 | ⭐ 4.5/5</p>
|
||||
<p>Deep bass, 20hr battery</p>
|
||||
<p></p>
|
||||
<p><strong>3. SportFit Wireless</strong></p>
|
||||
<p>💰 $69.99 | ⭐ 4.6/5</p>
|
||||
<p>Sweat-proof, secure fit</p>
|
||||
<p></p>
|
||||
<p>Would you like more details on any of these?</p>
|
||||
<div class="wa-time">10:01</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
### Dialog 2: Add to Cart and Checkout
|
||||
|
||||
<div class="wa-chat">
|
||||
<div class="wa-header">
|
||||
<div class="wa-header-avatar">🛒</div>
|
||||
<div class="wa-header-info">
|
||||
<div class="wa-header-name">Virtual Store</div>
|
||||
<div class="wa-header-status">online</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="wa-message user">
|
||||
<div class="wa-bubble">
|
||||
<p>Add the ProSound Elite to my cart</p>
|
||||
<div class="wa-time">10:05 <span class="wa-status read"></span></div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="wa-message bot">
|
||||
<div class="wa-bubble">
|
||||
<p>✅ Added to cart!</p>
|
||||
<p><strong>ProSound Elite</strong> - $149.99</p>
|
||||
<p></p>
|
||||
<p>🛒 Your cart: 1 item ($149.99)</p>
|
||||
<p></p>
|
||||
<p>Would you like to:</p>
|
||||
<p>• Continue shopping</p>
|
||||
<p>• View cart</p>
|
||||
<p>• Proceed to checkout</p>
|
||||
<div class="wa-time">10:05</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="wa-message user">
|
||||
<div class="wa-bubble">
|
||||
<p>Checkout</p>
|
||||
<div class="wa-time">10:06 <span class="wa-status read"></span></div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="wa-message bot">
|
||||
<div class="wa-bubble">
|
||||
<p>📦 <strong>Checkout</strong></p>
|
||||
<p></p>
|
||||
<p><strong>Order Summary:</strong></p>
|
||||
<p>1x ProSound Elite - $149.99</p>
|
||||
<p>Shipping - $9.99</p>
|
||||
<p><strong>Total: $159.98</strong></p>
|
||||
<p></p>
|
||||
<p>Shipping to: 123 Main St, Apt 4B</p>
|
||||
<p></p>
|
||||
<p>Please select payment method:</p>
|
||||
<p>1️⃣ Credit Card (****4521)</p>
|
||||
<p>2️⃣ PayPal</p>
|
||||
<p>3️⃣ PIX</p>
|
||||
<div class="wa-time">10:06</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="wa-message user">
|
||||
<div class="wa-bubble">
|
||||
<p>1</p>
|
||||
<div class="wa-time">10:07 <span class="wa-status read"></span></div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="wa-message bot">
|
||||
<div class="wa-bubble">
|
||||
<p>✅ <strong>Order Confirmed!</strong></p>
|
||||
<p></p>
|
||||
<p>Order #ORD-2025-0314-001</p>
|
||||
<p>Total: $159.98</p>
|
||||
<p></p>
|
||||
<p>📧 Confirmation sent to your email</p>
|
||||
<p>🚚 Estimated delivery: March 18-20</p>
|
||||
<p></p>
|
||||
<p>Thank you for shopping with us! 🎉</p>
|
||||
<div class="wa-time">10:07</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
### Dialog 3: Order Tracking
|
||||
|
||||
<div class="wa-chat">
|
||||
<div class="wa-header">
|
||||
<div class="wa-header-avatar">🛒</div>
|
||||
<div class="wa-header-info">
|
||||
<div class="wa-header-name">Virtual Store</div>
|
||||
<div class="wa-header-status">online</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="wa-message user">
|
||||
<div class="wa-bubble">
|
||||
<p>Where is my order?</p>
|
||||
<div class="wa-time">14:30 <span class="wa-status read"></span></div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="wa-message bot">
|
||||
<div class="wa-bubble">
|
||||
<p>📦 <strong>Order Status</strong></p>
|
||||
<p></p>
|
||||
<p>Order #ORD-2025-0314-001</p>
|
||||
<p></p>
|
||||
<p>✅ Order placed - Mar 14</p>
|
||||
<p>✅ Payment confirmed - Mar 14</p>
|
||||
<p>✅ Shipped - Mar 15</p>
|
||||
<p>🚚 <strong>Out for delivery</strong> - Mar 17</p>
|
||||
<p>⏳ Delivered - Expected today</p>
|
||||
<p></p>
|
||||
<p>Tracking: <a href="#">ABC123456789</a></p>
|
||||
<p></p>
|
||||
<p>Your package is on the delivery truck and should arrive by 6 PM today!</p>
|
||||
<div class="wa-time">14:30</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
### Dialog 4: Product Recommendations
|
||||
|
||||
<div class="wa-chat">
|
||||
<div class="wa-header">
|
||||
<div class="wa-header-avatar">🛒</div>
|
||||
<div class="wa-header-info">
|
||||
<div class="wa-header-name">Virtual Store</div>
|
||||
<div class="wa-header-status">online</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="wa-message user">
|
||||
<div class="wa-bubble">
|
||||
<p>I need a gift for my brother who loves gaming</p>
|
||||
<div class="wa-time">16:00 <span class="wa-status read"></span></div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="wa-message bot">
|
||||
<div class="wa-bubble">
|
||||
<p>🎮 Great! Here are some popular gaming gifts:</p>
|
||||
<p></p>
|
||||
<p><strong>Under $50:</strong></p>
|
||||
<p>• Gaming Mouse Pad XL - $29.99</p>
|
||||
<p>• LED Light Strip for Setup - $24.99</p>
|
||||
<p></p>
|
||||
<p><strong>$50-$100:</strong></p>
|
||||
<p>• Mechanical Keyboard RGB - $79.99</p>
|
||||
<p>• Gaming Headset Pro - $69.99</p>
|
||||
<p></p>
|
||||
<p><strong>$100+:</strong></p>
|
||||
<p>• Gaming Mouse Wireless - $129.99</p>
|
||||
<p>• Streaming Microphone Kit - $149.99</p>
|
||||
<p></p>
|
||||
<p>What's your budget? I can help you find the perfect gift! 🎁</p>
|
||||
<div class="wa-time">16:00</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
## Keywords Used
|
||||
|
||||
| Keyword | Purpose |
|
||||
|---------|---------|
|
||||
| `ADD TOOL` | Register e-commerce tools |
|
||||
| `FIND` | Load product catalog from CSV |
|
||||
| `ADD SUGGESTION` | Create quick action buttons |
|
||||
| `SET CONTEXT` | Define store context with product data |
|
||||
| `BEGIN TALK` | Welcome message block |
|
||||
| `BEGIN SYSTEM PROMPT` | Sales assistant behavior rules |
|
||||
|
||||
## Template Structure
|
||||
|
||||
```
|
||||
store.gbai/
|
||||
├── store.gbdialog/
|
||||
│ ├── start.bas # Main entry point
|
||||
│ └── checkout.bas # Checkout process
|
||||
├── store.gbdata/
|
||||
│ └── products.csv # Product catalog
|
||||
└── store.gbot/
|
||||
└── config.csv # Bot configuration
|
||||
```
|
||||
|
||||
## Checkout Tool: checkout.bas
|
||||
|
||||
```basic
|
||||
PARAM confirm AS STRING LIKE "yes" DESCRIPTION "Confirm order placement"
|
||||
|
||||
DESCRIPTION "Complete the purchase and process payment"
|
||||
|
||||
' Get cart from memory
|
||||
cart = GET BOT MEMORY("cart_" + user_id)
|
||||
|
||||
IF UBOUND(cart) = 0 THEN
|
||||
TALK "Your cart is empty. Add some items first!"
|
||||
RETURN NULL
|
||||
END IF
|
||||
|
||||
' Calculate totals
|
||||
subtotal = 0
|
||||
FOR EACH item IN cart
|
||||
subtotal = subtotal + (item.price * item.quantity)
|
||||
NEXT
|
||||
|
||||
shipping = 9.99
|
||||
IF subtotal > 100 THEN
|
||||
shipping = 0 ' Free shipping over $100
|
||||
END IF
|
||||
|
||||
total = subtotal + shipping
|
||||
|
||||
' Show order summary
|
||||
TALK "📦 **Order Summary**"
|
||||
TALK ""
|
||||
FOR EACH item IN cart
|
||||
TALK item.quantity + "x " + item.name + " - $" + FORMAT(item.price * item.quantity, "#,##0.00")
|
||||
NEXT
|
||||
TALK ""
|
||||
TALK "Subtotal: $" + FORMAT(subtotal, "#,##0.00")
|
||||
IF shipping = 0 THEN
|
||||
TALK "Shipping: FREE ✨"
|
||||
ELSE
|
||||
TALK "Shipping: $" + FORMAT(shipping, "#,##0.00")
|
||||
END IF
|
||||
TALK "**Total: $" + FORMAT(total, "#,##0.00") + "**"
|
||||
TALK ""
|
||||
TALK "Type CONFIRM to place your order."
|
||||
|
||||
HEAR confirmation
|
||||
|
||||
IF UPPER(confirmation) = "CONFIRM" THEN
|
||||
' Create order
|
||||
orderNumber = "ORD-" + FORMAT(NOW(), "YYYY-MMDD") + "-" + FORMAT(RANDOM(100, 999))
|
||||
|
||||
WITH order
|
||||
id = orderNumber
|
||||
user_id = user_id
|
||||
items = TOJSON(cart)
|
||||
subtotal = subtotal
|
||||
shipping = shipping
|
||||
total = total
|
||||
status = "confirmed"
|
||||
created_at = NOW()
|
||||
END WITH
|
||||
|
||||
SAVE "orders.csv", order
|
||||
|
||||
' Clear cart
|
||||
SET BOT MEMORY "cart_" + user_id, []
|
||||
|
||||
' Send confirmation email
|
||||
SEND MAIL user_email, "Order Confirmed - " + orderNumber,
|
||||
"Thank you for your order!\n\nOrder: " + orderNumber + "\nTotal: $" + total
|
||||
|
||||
TALK "✅ **Order Confirmed!**"
|
||||
TALK "Order #" + orderNumber
|
||||
TALK "📧 Confirmation sent to your email"
|
||||
TALK "🚚 Estimated delivery: 3-5 business days"
|
||||
TALK ""
|
||||
TALK "Thank you for shopping with us! 🎉"
|
||||
|
||||
RETURN orderNumber
|
||||
ELSE
|
||||
TALK "Order cancelled. Your cart items are saved."
|
||||
RETURN NULL
|
||||
END IF
|
||||
```
|
||||
|
||||
## Add to Cart Tool: add-to-cart.bas
|
||||
|
||||
```basic
|
||||
PARAM product_id AS STRING LIKE "PROD001" DESCRIPTION "Product ID to add"
|
||||
PARAM quantity AS INTEGER LIKE 1 DESCRIPTION "Quantity to add"
|
||||
|
||||
DESCRIPTION "Add a product to the shopping cart"
|
||||
|
||||
IF NOT quantity THEN
|
||||
quantity = 1
|
||||
END IF
|
||||
|
||||
' Find product
|
||||
product = FIND "products.csv", "id = '" + product_id + "'"
|
||||
|
||||
IF NOT product THEN
|
||||
TALK "Sorry, I couldn't find that product. Please try again."
|
||||
RETURN NULL
|
||||
END IF
|
||||
|
||||
' Get current cart
|
||||
cart = GET BOT MEMORY("cart_" + user_id)
|
||||
IF NOT cart THEN
|
||||
cart = []
|
||||
END IF
|
||||
|
||||
' Check if product already in cart
|
||||
found = FALSE
|
||||
FOR i = 1 TO UBOUND(cart)
|
||||
IF cart[i].product_id = product_id THEN
|
||||
cart[i].quantity = cart[i].quantity + quantity
|
||||
found = TRUE
|
||||
EXIT FOR
|
||||
END IF
|
||||
NEXT
|
||||
|
||||
' Add new item if not found
|
||||
IF NOT found THEN
|
||||
WITH item
|
||||
product_id = product_id
|
||||
name = product.name
|
||||
price = product.price
|
||||
quantity = quantity
|
||||
END WITH
|
||||
|
||||
cart = APPEND(cart, item)
|
||||
END IF
|
||||
|
||||
' Save cart
|
||||
SET BOT MEMORY "cart_" + user_id, cart
|
||||
|
||||
' Calculate cart total
|
||||
cartTotal = 0
|
||||
cartCount = 0
|
||||
FOR EACH item IN cart
|
||||
cartTotal = cartTotal + (item.price * item.quantity)
|
||||
cartCount = cartCount + item.quantity
|
||||
NEXT
|
||||
|
||||
TALK "✅ Added to cart!"
|
||||
TALK "**" + product.name + "** - $" + FORMAT(product.price, "#,##0.00")
|
||||
TALK ""
|
||||
TALK "🛒 Your cart: " + cartCount + " items ($" + FORMAT(cartTotal, "#,##0.00") + ")"
|
||||
|
||||
' Suggest related products
|
||||
IF product.category THEN
|
||||
related = FIND "products.csv", "category = '" + product.category + "' AND id <> '" + product_id + "'"
|
||||
IF UBOUND(related) > 0 THEN
|
||||
TALK ""
|
||||
TALK "You might also like: **" + related[1].name + "** - $" + FORMAT(related[1].price, "#,##0.00")
|
||||
END IF
|
||||
END IF
|
||||
|
||||
RETURN cart
|
||||
```
|
||||
|
||||
## Customization Ideas
|
||||
|
||||
### Add Product Reviews
|
||||
|
||||
```basic
|
||||
ADD TOOL "show-reviews"
|
||||
|
||||
' In show-reviews.bas
|
||||
PARAM product_id AS STRING DESCRIPTION "Product to show reviews for"
|
||||
|
||||
reviews = FIND "reviews.csv", "product_id = '" + product_id + "'"
|
||||
|
||||
IF UBOUND(reviews) = 0 THEN
|
||||
TALK "No reviews yet for this product."
|
||||
RETURN
|
||||
END IF
|
||||
|
||||
avgRating = 0
|
||||
FOR EACH review IN reviews
|
||||
avgRating = avgRating + review.rating
|
||||
NEXT
|
||||
avgRating = avgRating / UBOUND(reviews)
|
||||
|
||||
TALK "⭐ **Customer Reviews** (" + FORMAT(avgRating, "#.#") + "/5)"
|
||||
TALK ""
|
||||
|
||||
FOR EACH review IN FIRST(reviews, 3)
|
||||
TALK "**" + review.author + "** - " + STRING(review.rating, "⭐")
|
||||
TALK review.comment
|
||||
TALK ""
|
||||
NEXT
|
||||
```
|
||||
|
||||
### Add Discount Codes
|
||||
|
||||
```basic
|
||||
PARAM code AS STRING DESCRIPTION "Discount code to apply"
|
||||
|
||||
discount = FIND "discounts.csv", "code = '" + UPPER(code) + "' AND valid_until >= '" + FORMAT(NOW(), "YYYY-MM-DD") + "'"
|
||||
|
||||
IF NOT discount THEN
|
||||
TALK "Sorry, that code is invalid or expired."
|
||||
RETURN NULL
|
||||
END IF
|
||||
|
||||
SET BOT MEMORY "discount_" + user_id, discount
|
||||
|
||||
TALK "✅ Discount applied!"
|
||||
TALK "**" + discount.description + "**"
|
||||
IF discount.type = "percent" THEN
|
||||
TALK "You'll save " + discount.value + "% on your order!"
|
||||
ELSE
|
||||
TALK "You'll save $" + FORMAT(discount.value, "#,##0.00") + " on your order!"
|
||||
END IF
|
||||
```
|
||||
|
||||
### Add Wishlist Feature
|
||||
|
||||
```basic
|
||||
ADD TOOL "add-to-wishlist"
|
||||
ADD TOOL "view-wishlist"
|
||||
|
||||
' In add-to-wishlist.bas
|
||||
PARAM product_id AS STRING DESCRIPTION "Product to add to wishlist"
|
||||
|
||||
wishlist = GET USER MEMORY("wishlist")
|
||||
IF NOT wishlist THEN
|
||||
wishlist = []
|
||||
END IF
|
||||
|
||||
wishlist = APPEND(wishlist, product_id)
|
||||
SET USER MEMORY "wishlist", wishlist
|
||||
|
||||
product = FIND "products.csv", "id = '" + product_id + "'"
|
||||
TALK "❤️ Added **" + product.name + "** to your wishlist!"
|
||||
```
|
||||
|
||||
### Add Inventory Check
|
||||
|
||||
```basic
|
||||
' Before adding to cart, check stock
|
||||
stock = FIND "inventory.csv", "product_id = '" + product_id + "'"
|
||||
|
||||
IF stock.quantity < quantity THEN
|
||||
IF stock.quantity = 0 THEN
|
||||
TALK "😔 Sorry, this item is out of stock."
|
||||
TALK "Would you like to be notified when it's available?"
|
||||
ELSE
|
||||
TALK "⚠️ Only " + stock.quantity + " left in stock."
|
||||
TALK "Would you like to add " + stock.quantity + " instead?"
|
||||
END IF
|
||||
RETURN NULL
|
||||
END IF
|
||||
```
|
||||
|
||||
## Related Templates
|
||||
|
||||
- [bank.bas](./bank.md) - Payment processing integration
|
||||
- [broadcast.bas](./broadcast.md) - Marketing campaigns
|
||||
- [talk-to-data.bas](./talk-to-data.md) - Sales analytics
|
||||
|
||||
---
|
||||
|
||||
<style>
|
||||
.wa-chat{background-color:#e5ddd5;border-radius:8px;padding:20px 15px;margin:20px 0;max-width:600px;font-family:-apple-system,BlinkMacSystemFont,'Segoe UI',Roboto,Helvetica,Arial,sans-serif;font-size:14px}
|
||||
.wa-chat::after{content:'';display:table;clear:both}
|
||||
.wa-message{clear:both;margin-bottom:10px;max-width:85%;position:relative}
|
||||
.wa-message.user{float:right}
|
||||
.wa-message.user .wa-bubble{background-color:#dcf8c6;border-radius:8px 0 8px 8px;margin-left:40px}
|
||||
.wa-message.bot{float:left}
|
||||
.wa-message.bot .wa-bubble{background-color:#fff;border-radius:0 8px 8px 8px;margin-right:40px}
|
||||
.wa-bubble{padding:8px 12px;box-shadow:0 1px .5px rgba(0,0,0,.13)}
|
||||
.wa-bubble p{margin:0 0 4px 0;line-height:1.4;color:#303030}
|
||||
.wa-bubble p:last-child{margin-bottom:0}
|
||||
.wa-time{font-size:11px;color:#8696a0;text-align:right;margin-top:4px}
|
||||
.wa-message.user .wa-time{color:#61a05e}
|
||||
.wa-sender{font-size:12px;font-weight:600;color:#06cf9c;margin-bottom:2px}
|
||||
.wa-status.read::after{content:'✓✓';color:#53bdeb;margin-left:4px}
|
||||
.wa-date{text-align:center;margin:15px 0;clear:both}
|
||||
.wa-date span{background-color:#fff;color:#54656f;padding:5px 12px;border-radius:8px;font-size:12px;box-shadow:0 1px .5px rgba(0,0,0,.13)}
|
||||
.wa-header{background-color:#075e54;color:#fff;padding:10px 15px;margin:-20px -15px 15px -15px;border-radius:8px 8px 0 0;display:flex;align-items:center;gap:10px}
|
||||
.wa-header-avatar{width:40px;height:40px;background-color:#25d366;border-radius:50%;display:flex;align-items:center;justify-content:center;font-size:18px}
|
||||
.wa-header-info{flex:1}
|
||||
.wa-header-name{font-weight:600;font-size:16px}
|
||||
.wa-header-status{font-size:12px;opacity:.8}
|
||||
</style>
|
||||
560
docs/src/chapter-06-gbdialog/templates/talk-to-data.md
Normal file
560
docs/src/chapter-06-gbdialog/templates/talk-to-data.md
Normal file
|
|
@ -0,0 +1,560 @@
|
|||
# Talk to Data Template
|
||||
|
||||
The Talk to Data template enables natural language queries against your structured data, transforming plain English questions into SQL queries and visualizations. It's like having a data analyst available 24/7.
|
||||
|
||||
## Topic: Natural Language Data Analysis
|
||||
|
||||
This template is perfect for:
|
||||
- Business intelligence dashboards
|
||||
- Self-service analytics
|
||||
- Report generation on demand
|
||||
- Data exploration without SQL knowledge
|
||||
- Executive summaries and KPI tracking
|
||||
|
||||
## The Code
|
||||
|
||||
```basic
|
||||
ADD TOOL "query-data"
|
||||
ADD TOOL "create-chart"
|
||||
ADD TOOL "export-data"
|
||||
ADD TOOL "notify-latest-orders"
|
||||
|
||||
SET ANSWER MODE "sql"
|
||||
|
||||
CLEAR SUGGESTIONS
|
||||
|
||||
ADD SUGGESTION "products" AS "Top products chart"
|
||||
ADD SUGGESTION "sales" AS "Sales across years"
|
||||
ADD SUGGESTION "orders" AS "Latest orders"
|
||||
ADD SUGGESTION "chart" AS "Create a chart"
|
||||
ADD SUGGESTION "export" AS "Export data"
|
||||
|
||||
SET CONTEXT "talk-to-data" AS "You are a data analyst assistant helping users query and visualize their data. Convert natural language questions into SQL queries and generate charts. Be helpful and suggest visualizations."
|
||||
|
||||
BEGIN TALK
|
||||
**Talk To Data**
|
||||
|
||||
I can help you analyze your data with natural language queries.
|
||||
|
||||
**Examples:**
|
||||
• Show me top products in a rainbow colored pie chart
|
||||
• Sales across years
|
||||
• Latest orders this month
|
||||
• Compare revenue by region
|
||||
|
||||
Just ask me anything about your data.
|
||||
END TALK
|
||||
|
||||
BEGIN SYSTEM PROMPT
|
||||
You are a data analysis assistant that converts natural language to SQL queries.
|
||||
|
||||
Chart types:
|
||||
- timeseries: For data over time
|
||||
- bar: For comparisons
|
||||
- pie/donut: For proportions
|
||||
- line: For trends
|
||||
|
||||
When users ask about data:
|
||||
1. Understand the intent
|
||||
2. Generate appropriate SQL
|
||||
3. Suggest relevant visualizations
|
||||
4. Offer to export if needed
|
||||
|
||||
Always use LOWER() for text comparisons.
|
||||
Use LIKE with %% for partial matches.
|
||||
Return clear, actionable insights.
|
||||
END SYSTEM PROMPT
|
||||
```
|
||||
|
||||
## Sample Dialogs
|
||||
|
||||
These conversations show how the Talk to Data template works in real-world scenarios.
|
||||
|
||||
### Dialog 1: Simple Data Query
|
||||
|
||||
<div class="wa-chat">
|
||||
<div class="wa-header">
|
||||
<div class="wa-header-avatar">📊</div>
|
||||
<div class="wa-header-info">
|
||||
<div class="wa-header-name">Data Analyst</div>
|
||||
<div class="wa-header-status">online</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="wa-date"><span>Today</span></div>
|
||||
|
||||
<div class="wa-message bot">
|
||||
<div class="wa-bubble">
|
||||
<div class="wa-sender">Data Analyst</div>
|
||||
<p><strong>Talk To Data</strong></p>
|
||||
<p>I can help you analyze your data with natural language queries.</p>
|
||||
<p>Just ask me anything about your data.</p>
|
||||
<div class="wa-time">10:00</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="wa-message user">
|
||||
<div class="wa-bubble">
|
||||
<p>Show me the top 5 selling products this month</p>
|
||||
<div class="wa-time">10:01 <span class="wa-status read"></span></div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="wa-message bot">
|
||||
<div class="wa-bubble">
|
||||
<p>📊 <strong>Top 5 Products - January 2025</strong></p>
|
||||
<p></p>
|
||||
<p>1. 🏆 Wireless Headphones - 1,234 units ($61,700)</p>
|
||||
<p>2. 🥈 USB-C Cable - 987 units ($9,870)</p>
|
||||
<p>3. 🥉 Phone Case - 876 units ($8,760)</p>
|
||||
<p>4. Bluetooth Speaker - 654 units ($32,700)</p>
|
||||
<p>5. Screen Protector - 543 units ($2,715)</p>
|
||||
<p></p>
|
||||
<p>Would you like me to create a chart or export this data?</p>
|
||||
<div class="wa-time">10:01</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
### Dialog 2: Creating a Visualization
|
||||
|
||||
<div class="wa-chat">
|
||||
<div class="wa-header">
|
||||
<div class="wa-header-avatar">📊</div>
|
||||
<div class="wa-header-info">
|
||||
<div class="wa-header-name">Data Analyst</div>
|
||||
<div class="wa-header-status">online</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="wa-message user">
|
||||
<div class="wa-bubble">
|
||||
<p>Show me sales by region in a pie chart with rainbow colors</p>
|
||||
<div class="wa-time">14:30 <span class="wa-status read"></span></div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="wa-message bot">
|
||||
<div class="wa-bubble">
|
||||
<p>🎨 <strong>Sales by Region</strong></p>
|
||||
<p>[PIE CHART]</p>
|
||||
<p>🔴 North: 35% ($1.2M)</p>
|
||||
<p>🟠 South: 28% ($980K)</p>
|
||||
<p>🟡 East: 22% ($770K)</p>
|
||||
<p>🟢 West: 15% ($525K)</p>
|
||||
<p></p>
|
||||
<p><strong>Insight:</strong> North region leads with 35% of total sales. Consider replicating North's strategies in other regions.</p>
|
||||
<div class="wa-time">14:30</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
### Dialog 3: Time Series Analysis
|
||||
|
||||
<div class="wa-chat">
|
||||
<div class="wa-header">
|
||||
<div class="wa-header-avatar">📊</div>
|
||||
<div class="wa-header-info">
|
||||
<div class="wa-header-name">Data Analyst</div>
|
||||
<div class="wa-header-status">online</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="wa-message user">
|
||||
<div class="wa-bubble">
|
||||
<p>Compare revenue over the last 3 years</p>
|
||||
<div class="wa-time">16:00 <span class="wa-status read"></span></div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="wa-message bot">
|
||||
<div class="wa-bubble">
|
||||
<p>📈 <strong>Revenue Comparison (2022-2024)</strong></p>
|
||||
<p>[LINE CHART]</p>
|
||||
<p></p>
|
||||
<p>• 2022: $2.4M</p>
|
||||
<p>• 2023: $3.1M (+29%)</p>
|
||||
<p>• 2024: $4.2M (+35%)</p>
|
||||
<p></p>
|
||||
<p><strong>Key Insights:</strong></p>
|
||||
<p>📈 Consistent year-over-year growth</p>
|
||||
<p>🎯 2024 exceeded growth rate of 2023</p>
|
||||
<p>📅 Q4 strongest quarter in all years</p>
|
||||
<div class="wa-time">16:00</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="wa-message user">
|
||||
<div class="wa-bubble">
|
||||
<p>Break it down by quarter</p>
|
||||
<div class="wa-time">16:01 <span class="wa-status read"></span></div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="wa-message bot">
|
||||
<div class="wa-bubble">
|
||||
<p>📊 <strong>Quarterly Revenue Breakdown</strong></p>
|
||||
<p></p>
|
||||
<p><strong>2024:</strong></p>
|
||||
<p>Q1: $850K | Q2: $980K | Q3: $1.1M | Q4: $1.27M</p>
|
||||
<p></p>
|
||||
<p><strong>2023:</strong></p>
|
||||
<p>Q1: $650K | Q2: $720K | Q3: $800K | Q4: $930K</p>
|
||||
<p></p>
|
||||
<p><strong>2022:</strong></p>
|
||||
<p>Q1: $480K | Q2: $560K | Q3: $620K | Q4: $740K</p>
|
||||
<p></p>
|
||||
<p>Want me to export this to Excel?</p>
|
||||
<div class="wa-time">16:01</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
### Dialog 4: Latest Orders Notification
|
||||
|
||||
<div class="wa-chat">
|
||||
<div class="wa-header">
|
||||
<div class="wa-header-avatar">📊</div>
|
||||
<div class="wa-header-info">
|
||||
<div class="wa-header-name">Data Analyst</div>
|
||||
<div class="wa-header-status">online</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="wa-message user">
|
||||
<div class="wa-bubble">
|
||||
<p>Show me the latest orders</p>
|
||||
<div class="wa-time">09:00 <span class="wa-status read"></span></div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="wa-message bot">
|
||||
<div class="wa-bubble">
|
||||
<p>🛒 <strong>Latest Orders</strong></p>
|
||||
<p></p>
|
||||
<p><strong>#ORD-2025-1234</strong> - 5 min ago</p>
|
||||
<p>Customer: John Smith | $245.00 | Processing</p>
|
||||
<p></p>
|
||||
<p><strong>#ORD-2025-1233</strong> - 12 min ago</p>
|
||||
<p>Customer: Maria Garcia | $89.50 | Shipped</p>
|
||||
<p></p>
|
||||
<p><strong>#ORD-2025-1232</strong> - 28 min ago</p>
|
||||
<p>Customer: Carlos Santos | $567.00 | Delivered</p>
|
||||
<p></p>
|
||||
<p><strong>Today's Summary:</strong> 47 orders, $12,450 revenue</p>
|
||||
<div class="wa-time">09:00</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
## Keywords Used
|
||||
|
||||
| Keyword | Purpose |
|
||||
|---------|---------|
|
||||
| `ADD TOOL` | Register data query and visualization tools |
|
||||
| `SET ANSWER MODE` | Configure SQL query generation mode |
|
||||
| `SET CONTEXT` | Define the data analyst role |
|
||||
| `ADD SUGGESTION` | Create quick query buttons |
|
||||
| `BEGIN TALK` | Welcome message with examples |
|
||||
| `BEGIN SYSTEM PROMPT` | Instructions for SQL generation |
|
||||
|
||||
## How It Works
|
||||
|
||||
1. **Natural Language Input**: User asks a question in plain English
|
||||
2. **Intent Understanding**: AI interprets what data is needed
|
||||
3. **SQL Generation**: Query is automatically generated
|
||||
4. **Data Retrieval**: SQL executes against your database
|
||||
5. **Visualization**: Results are formatted or charted
|
||||
6. **Insights**: AI provides analysis and recommendations
|
||||
|
||||
## Query Tool: query-data.bas
|
||||
|
||||
```basic
|
||||
PARAM query AS STRING LIKE "top 10 products by revenue" DESCRIPTION "Natural language data query"
|
||||
PARAM format AS STRING LIKE "table" DESCRIPTION "Output format: table, chart, export" OPTIONAL
|
||||
|
||||
DESCRIPTION "Query data using natural language and return results"
|
||||
|
||||
' Convert natural language to SQL using AI
|
||||
sql = LLM "Convert this to SQL for our database: " + query + ". Tables: products, orders, customers, order_items."
|
||||
|
||||
' Execute query
|
||||
results = SQL sql
|
||||
|
||||
IF UBOUND(results) = 0 THEN
|
||||
TALK "No data found for your query. Try rephrasing or ask what data is available."
|
||||
RETURN NULL
|
||||
END IF
|
||||
|
||||
' Format output based on request
|
||||
IF format = "chart" OR INSTR(LOWER(query), "chart") > 0 THEN
|
||||
' Determine chart type
|
||||
IF INSTR(LOWER(query), "pie") > 0 THEN
|
||||
chartType = "pie"
|
||||
ELSE IF INSTR(LOWER(query), "line") > 0 OR INSTR(LOWER(query), "trend") > 0 THEN
|
||||
chartType = "line"
|
||||
ELSE IF INSTR(LOWER(query), "bar") > 0 THEN
|
||||
chartType = "bar"
|
||||
ELSE
|
||||
chartType = "bar" ' Default
|
||||
END IF
|
||||
|
||||
chart = CREATE CHART chartType, results
|
||||
TALK chart
|
||||
ELSE
|
||||
' Display as table
|
||||
TALK TABLE results
|
||||
END IF
|
||||
|
||||
' Offer insights
|
||||
IF UBOUND(results) > 5 THEN
|
||||
insight = LLM "Provide a brief insight about this data: " + TOJSON(results)
|
||||
TALK "💡 **Insight:** " + insight
|
||||
END IF
|
||||
|
||||
RETURN results
|
||||
```
|
||||
|
||||
## Chart Tool: create-chart.bas
|
||||
|
||||
```basic
|
||||
PARAM data_query AS STRING LIKE "sales by month" DESCRIPTION "Data to visualize"
|
||||
PARAM chart_type AS STRING LIKE "bar" DESCRIPTION "Chart type: bar, line, pie, donut, timeseries"
|
||||
PARAM title AS STRING LIKE "Monthly Sales" DESCRIPTION "Chart title" OPTIONAL
|
||||
PARAM colors AS STRING LIKE "rainbow" DESCRIPTION "Color scheme: rainbow, blue, green, custom" OPTIONAL
|
||||
|
||||
DESCRIPTION "Create a visualization from data query"
|
||||
|
||||
' Get the data
|
||||
results = CALL query-data(data_query, "raw")
|
||||
|
||||
IF NOT results THEN
|
||||
TALK "Could not retrieve data for chart."
|
||||
RETURN NULL
|
||||
END IF
|
||||
|
||||
' Set chart options
|
||||
WITH chartOptions
|
||||
type = chart_type
|
||||
title = IIF(title, title, data_query)
|
||||
colorScheme = IIF(colors, colors, "default")
|
||||
showLegend = TRUE
|
||||
showValues = TRUE
|
||||
END WITH
|
||||
|
||||
' Generate chart
|
||||
chart = CREATE CHART chartOptions.type, results, chartOptions
|
||||
|
||||
TALK chart
|
||||
|
||||
' Provide chart summary
|
||||
TALK "📊 Chart shows " + UBOUND(results) + " data points."
|
||||
|
||||
RETURN chart
|
||||
```
|
||||
|
||||
## Notify Latest Orders: notify-latest-orders.bas
|
||||
|
||||
```basic
|
||||
PARAM since AS STRING LIKE "1 hour" DESCRIPTION "Time period for orders" OPTIONAL
|
||||
PARAM notify AS STRING LIKE "sales@company.com" DESCRIPTION "Email to notify" OPTIONAL
|
||||
|
||||
DESCRIPTION "Get latest orders and optionally send notification"
|
||||
|
||||
IF NOT since THEN
|
||||
since = "1 hour"
|
||||
END IF
|
||||
|
||||
' Calculate time filter
|
||||
cutoff = DATEADD(NOW(), -1, "hours")
|
||||
IF INSTR(since, "day") > 0 THEN
|
||||
cutoff = DATEADD(NOW(), -1, "days")
|
||||
ELSE IF INSTR(since, "week") > 0 THEN
|
||||
cutoff = DATEADD(NOW(), -7, "days")
|
||||
END IF
|
||||
|
||||
' Query orders
|
||||
orders = SQL "SELECT * FROM orders WHERE created_at >= '" + FORMAT(cutoff, "YYYY-MM-DD HH:mm:ss") + "' ORDER BY created_at DESC LIMIT 10"
|
||||
|
||||
IF UBOUND(orders) = 0 THEN
|
||||
TALK "No new orders in the last " + since + "."
|
||||
RETURN NULL
|
||||
END IF
|
||||
|
||||
' Calculate totals
|
||||
totalRevenue = 0
|
||||
FOR EACH order IN orders
|
||||
totalRevenue = totalRevenue + order.total
|
||||
NEXT
|
||||
|
||||
' Display orders
|
||||
TALK "🛒 **Latest Orders** (Last " + since + ")"
|
||||
TALK ""
|
||||
|
||||
FOR EACH order IN orders
|
||||
timeAgo = DATEDIFF(NOW(), order.created_at, "minutes")
|
||||
TALK "**#" + order.order_number + "** - " + timeAgo + " min ago"
|
||||
TALK "Customer: " + order.customer_name + " | $" + FORMAT(order.total, "#,##0.00") + " | " + order.status
|
||||
TALK ""
|
||||
NEXT
|
||||
|
||||
TALK "**Summary:** " + UBOUND(orders) + " orders, $" + FORMAT(totalRevenue, "#,##0.00") + " revenue"
|
||||
|
||||
' Send notification if requested
|
||||
IF notify THEN
|
||||
emailBody = "New orders in the last " + since + ":\n\n"
|
||||
emailBody = emailBody + "Total Orders: " + UBOUND(orders) + "\n"
|
||||
emailBody = emailBody + "Total Revenue: $" + FORMAT(totalRevenue, "#,##0.00")
|
||||
|
||||
SEND MAIL notify, "Order Update - " + UBOUND(orders) + " new orders", emailBody
|
||||
TALK "📧 Notification sent to " + notify
|
||||
END IF
|
||||
|
||||
RETURN orders
|
||||
```
|
||||
|
||||
## Setting Up Your Data
|
||||
|
||||
### Connecting to Data Sources
|
||||
|
||||
The Talk to Data template works with various data sources:
|
||||
|
||||
```basic
|
||||
' CSV files
|
||||
data = FIND "sales.csv"
|
||||
|
||||
' Excel files
|
||||
data = FIND "reports.xlsx", "Sheet1"
|
||||
|
||||
' SQL databases
|
||||
data = SQL "SELECT * FROM products"
|
||||
|
||||
' External APIs
|
||||
data = GET "https://api.example.com/sales"
|
||||
```
|
||||
|
||||
### Schema Configuration
|
||||
|
||||
For best results, configure your data schema:
|
||||
|
||||
```basic
|
||||
SET CONTEXT "data-schema" AS "
|
||||
Available tables:
|
||||
- products: id, name, category, price, stock
|
||||
- orders: id, customer_id, total, status, created_at
|
||||
- customers: id, name, email, region
|
||||
- order_items: order_id, product_id, quantity, price
|
||||
"
|
||||
```
|
||||
|
||||
## Customization Ideas
|
||||
|
||||
### Add Scheduled Reports
|
||||
|
||||
```basic
|
||||
PARAM reportType AS STRING
|
||||
|
||||
IF reportType = "daily summary" THEN
|
||||
SET SCHEDULE "0 8 * * *" ' Run at 8 AM daily
|
||||
|
||||
results = CALL query-data("sales summary for yesterday")
|
||||
SEND MAIL "team@company.com", "Daily Sales Summary", results
|
||||
|
||||
TALK "Daily report sent."
|
||||
END IF
|
||||
|
||||
IF reportType = "weekly dashboard" THEN
|
||||
SET SCHEDULE "0 9 * * 1" ' Run at 9 AM on Mondays
|
||||
|
||||
results = CALL query-data("weekly sales by region")
|
||||
chart = CALL create-chart("weekly sales", "bar")
|
||||
|
||||
SEND MAIL "executives@company.com", "Weekly Dashboard", chart
|
||||
END IF
|
||||
```
|
||||
|
||||
### Add Natural Language Filters
|
||||
|
||||
```basic
|
||||
' Enhanced query understanding
|
||||
PARAM question AS STRING
|
||||
|
||||
' Extract time filters
|
||||
IF INSTR(LOWER(question), "yesterday") > 0 THEN
|
||||
dateFilter = "date = '" + FORMAT(NOW() - 1, "YYYY-MM-DD") + "'"
|
||||
ELSE IF INSTR(LOWER(question), "last week") > 0 THEN
|
||||
dateFilter = "date >= '" + FORMAT(NOW() - 7, "YYYY-MM-DD") + "'"
|
||||
ELSE IF INSTR(LOWER(question), "this month") > 0 THEN
|
||||
dateFilter = "MONTH(date) = " + MONTH(NOW())
|
||||
END IF
|
||||
|
||||
' Apply to query
|
||||
sql = sql + " WHERE " + dateFilter
|
||||
```
|
||||
|
||||
### Add Comparative Analysis
|
||||
|
||||
```basic
|
||||
PARAM metric AS STRING LIKE "revenue"
|
||||
PARAM compare AS STRING LIKE "this month vs last month"
|
||||
|
||||
DESCRIPTION "Compare metrics across time periods"
|
||||
|
||||
' Parse comparison periods
|
||||
IF INSTR(compare, "month") > 0 THEN
|
||||
current = SQL "SELECT SUM(" + metric + ") FROM sales WHERE MONTH(date) = " + MONTH(NOW())
|
||||
previous = SQL "SELECT SUM(" + metric + ") FROM sales WHERE MONTH(date) = " + (MONTH(NOW()) - 1)
|
||||
|
||||
change = ((current - previous) / previous) * 100
|
||||
|
||||
TALK "📊 **" + metric + " Comparison**"
|
||||
TALK "This month: $" + FORMAT(current, "#,##0")
|
||||
TALK "Last month: $" + FORMAT(previous, "#,##0")
|
||||
|
||||
IF change > 0 THEN
|
||||
TALK "📈 Change: +" + FORMAT(change, "#,##0.0") + "%"
|
||||
ELSE
|
||||
TALK "📉 Change: " + FORMAT(change, "#,##0.0") + "%"
|
||||
END IF
|
||||
END IF
|
||||
```
|
||||
|
||||
## Best Practices
|
||||
|
||||
1. **Define Your Schema**: Provide clear table and column descriptions in context
|
||||
2. **Use Examples**: Include example queries in the welcome message
|
||||
3. **Handle Edge Cases**: Always check for empty results
|
||||
4. **Provide Insights**: Don't just show data—interpret it
|
||||
5. **Offer Next Steps**: Suggest related queries or visualizations
|
||||
|
||||
## Related Templates
|
||||
|
||||
- [ai-search.bas](./ai-search.md) - Search documents with AI
|
||||
- [analytics-dashboard.bas](./analytics-dashboard.md) - System monitoring
|
||||
- [erp.bas](./erp.md) - Enterprise resource planning
|
||||
|
||||
---
|
||||
|
||||
<style>
|
||||
.wa-chat{background-color:#e5ddd5;border-radius:8px;padding:20px 15px;margin:20px 0;max-width:600px;font-family:-apple-system,BlinkMacSystemFont,'Segoe UI',Roboto,Helvetica,Arial,sans-serif;font-size:14px}
|
||||
.wa-chat::after{content:'';display:table;clear:both}
|
||||
.wa-message{clear:both;margin-bottom:10px;max-width:85%;position:relative}
|
||||
.wa-message.user{float:right}
|
||||
.wa-message.user .wa-bubble{background-color:#dcf8c6;border-radius:8px 0 8px 8px;margin-left:40px}
|
||||
.wa-message.bot{float:left}
|
||||
.wa-message.bot .wa-bubble{background-color:#fff;border-radius:0 8px 8px 8px;margin-right:40px}
|
||||
.wa-bubble{padding:8px 12px;box-shadow:0 1px .5px rgba(0,0,0,.13)}
|
||||
.wa-bubble p{margin:0 0 4px 0;line-height:1.4;color:#303030}
|
||||
.wa-bubble p:last-child{margin-bottom:0}
|
||||
.wa-time{font-size:11px;color:#8696a0;text-align:right;margin-top:4px}
|
||||
.wa-message.user .wa-time{color:#61a05e}
|
||||
.wa-sender{font-size:12px;font-weight:600;color:#06cf9c;margin-bottom:2px}
|
||||
.wa-status.read::after{content:'✓✓';color:#53bdeb;margin-left:4px}
|
||||
.wa-date{text-align:center;margin:15px 0;clear:both}
|
||||
.wa-date span{background-color:#fff;color:#54656f;padding:5px 12px;border-radius:8px;font-size:12px;box-shadow:0 1px .5px rgba(0,0,0,.13)}
|
||||
.wa-header{background-color:#075e54;color:#fff;padding:10px 15px;margin:-20px -15px 15px -15px;border-radius:8px 8px 0 0;display:flex;align-items:center;gap:10px}
|
||||
.wa-header-avatar{width:40px;height:40px;background-color:#25d366;border-radius:50%;display:flex;align-items:center;justify-content:center;font-size:18px}
|
||||
.wa-header-info{flex:1}
|
||||
.wa-header-name{font-weight:600;font-size:16px}
|
||||
.wa-header-status{font-size:12px;opacity:.8}
|
||||
</style>
|
||||
469
docs/src/chapter-06-gbdialog/templates/whatsapp.md
Normal file
469
docs/src/chapter-06-gbdialog/templates/whatsapp.md
Normal file
|
|
@ -0,0 +1,469 @@
|
|||
# WhatsApp Template
|
||||
|
||||
The WhatsApp template provides specialized tools for WhatsApp Business API integration, including template message sending, task creation, and WhatsApp-specific features.
|
||||
|
||||
## Topic: WhatsApp Business Integration
|
||||
|
||||
This template is perfect for:
|
||||
- WhatsApp Business API integration
|
||||
- Template message campaigns
|
||||
- WhatsApp-based customer service
|
||||
- Automated WhatsApp notifications
|
||||
- Task management via WhatsApp
|
||||
|
||||
## The Code: send.bas
|
||||
|
||||
```basic
|
||||
PARAM phone AS PHONE LIKE "122233333333" DESCRIPTION "WhatsApp phone number with country code"
|
||||
PARAM template AS STRING LIKE "newsletter-zap.txt" DESCRIPTION "Template file name to send"
|
||||
PARAM variables AS OBJECT LIKE "{name: 'John'}" DESCRIPTION "Template variables for personalization" OPTIONAL
|
||||
|
||||
DESCRIPTION "Send a WhatsApp template message to a phone number"
|
||||
|
||||
SEND TEMPLATE TO phone, template, variables
|
||||
|
||||
WITH log
|
||||
timestamp = NOW()
|
||||
phoneNumber = phone
|
||||
templateFile = template
|
||||
status = "sent"
|
||||
END WITH
|
||||
|
||||
SAVE "whatsapp_log.csv", log
|
||||
|
||||
TALK "WhatsApp message sent to " + phone
|
||||
|
||||
RETURN phone
|
||||
```
|
||||
|
||||
## Sample Dialogs
|
||||
|
||||
These conversations show how the WhatsApp template works in real-world scenarios.
|
||||
|
||||
### Dialog 1: Sending a Template Message
|
||||
|
||||
<div class="wa-chat">
|
||||
<div class="wa-header">
|
||||
<div class="wa-header-avatar">💬</div>
|
||||
<div class="wa-header-info">
|
||||
<div class="wa-header-name">WhatsApp Bot</div>
|
||||
<div class="wa-header-status">online</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="wa-date"><span>Today</span></div>
|
||||
|
||||
<div class="wa-message user">
|
||||
<div class="wa-bubble">
|
||||
<p>Send the newsletter to +5511999999999</p>
|
||||
<div class="wa-time">10:00 <span class="wa-status read"></span></div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="wa-message bot">
|
||||
<div class="wa-bubble">
|
||||
<div class="wa-sender">WhatsApp Bot</div>
|
||||
<p>📤 Sending template message...</p>
|
||||
<p>📱 Phone: +5511999999999</p>
|
||||
<p>📄 Template: newsletter-zap.txt</p>
|
||||
<div class="wa-time">10:00</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="wa-message bot">
|
||||
<div class="wa-bubble">
|
||||
<p>✅ WhatsApp message sent to +5511999999999</p>
|
||||
<p>📋 Logged to whatsapp_log.csv</p>
|
||||
<div class="wa-time">10:00</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
### Dialog 2: Creating a Task via WhatsApp
|
||||
|
||||
<div class="wa-chat">
|
||||
<div class="wa-header">
|
||||
<div class="wa-header-avatar">💬</div>
|
||||
<div class="wa-header-info">
|
||||
<div class="wa-header-name">WhatsApp Bot</div>
|
||||
<div class="wa-header-status">online</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="wa-message user">
|
||||
<div class="wa-bubble">
|
||||
<p>Create a task: Call client about proposal</p>
|
||||
<div class="wa-time">14:30 <span class="wa-status read"></span></div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="wa-message bot">
|
||||
<div class="wa-bubble">
|
||||
<p>✅ <strong>Task Created</strong></p>
|
||||
<p>📋 Call client about proposal</p>
|
||||
<p>📅 Due: Today</p>
|
||||
<p>👤 Assigned to: You</p>
|
||||
<p>I'll remind you later!</p>
|
||||
<div class="wa-time">14:30</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
### Dialog 3: Personalized Template with Variables
|
||||
|
||||
<div class="wa-chat">
|
||||
<div class="wa-header">
|
||||
<div class="wa-header-avatar">💬</div>
|
||||
<div class="wa-header-info">
|
||||
<div class="wa-header-name">WhatsApp Bot</div>
|
||||
<div class="wa-header-status">online</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="wa-message user">
|
||||
<div class="wa-bubble">
|
||||
<p>Send welcome message to Maria at +5521888888888</p>
|
||||
<div class="wa-time">09:15 <span class="wa-status read"></span></div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="wa-message bot">
|
||||
<div class="wa-bubble">
|
||||
<p>📤 Sending personalized template...</p>
|
||||
<p>📱 Phone: +5521888888888</p>
|
||||
<p>📄 Template: welcome.txt</p>
|
||||
<p>👤 Variables: {name: "Maria"}</p>
|
||||
<div class="wa-time">09:15</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="wa-message bot">
|
||||
<div class="wa-bubble">
|
||||
<p>✅ WhatsApp message sent!</p>
|
||||
<p>Message preview:</p>
|
||||
<p><em>"Hello Maria! Welcome to our service. We're excited to have you with us!"</em></p>
|
||||
<div class="wa-time">09:15</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
## Keywords Used
|
||||
|
||||
| Keyword | Purpose |
|
||||
|---------|---------|
|
||||
| `PARAM` | Define input parameters for the tool |
|
||||
| `DESCRIPTION` | Tool description for AI understanding |
|
||||
| `SEND TEMPLATE TO` | Send WhatsApp template message |
|
||||
| `WITH/END WITH` | Create structured log object |
|
||||
| `SAVE` | Log message to CSV file |
|
||||
| `TALK` | Confirm action to user |
|
||||
| `RETURN` | Return result |
|
||||
|
||||
## Template Structure
|
||||
|
||||
```
|
||||
whatsapp.gbai/
|
||||
├── whatsapp.gbdialog/
|
||||
│ ├── send.bas # Send template messages
|
||||
│ └── create-task.bas # Create tasks via WhatsApp
|
||||
├── whatsapp.gbkb/
|
||||
│ ├── articles/ # Knowledge base articles
|
||||
│ │ └── newsletter-zap.txt
|
||||
│ └── images/ # Media files
|
||||
└── whatsapp.gbot/
|
||||
└── config.csv # Bot configuration
|
||||
```
|
||||
|
||||
## Create Task Tool: create-task.bas
|
||||
|
||||
```basic
|
||||
PARAM title AS STRING LIKE "Call client" DESCRIPTION "Task title"
|
||||
PARAM due_date AS DATE LIKE "2025-01-20" DESCRIPTION "Due date" OPTIONAL
|
||||
PARAM priority AS STRING LIKE "medium" DESCRIPTION "Priority: high, medium, low" OPTIONAL
|
||||
|
||||
DESCRIPTION "Create a task from WhatsApp conversation"
|
||||
|
||||
IF NOT due_date THEN
|
||||
due_date = NOW()
|
||||
END IF
|
||||
|
||||
IF NOT priority THEN
|
||||
priority = "medium"
|
||||
END IF
|
||||
|
||||
WITH task
|
||||
id = "TASK-" + FORMAT(RANDOM(10000, 99999))
|
||||
taskTitle = title
|
||||
dueDate = due_date
|
||||
taskPriority = priority
|
||||
createdBy = FROM
|
||||
createdAt = NOW()
|
||||
status = "pending"
|
||||
END WITH
|
||||
|
||||
SAVE "tasks.csv", task
|
||||
|
||||
CREATE TASK title, priority, FROM
|
||||
|
||||
TALK "✅ Task created: " + title
|
||||
TALK "📅 Due: " + FORMAT(due_date, "MMM DD, YYYY")
|
||||
TALK "⚡ Priority: " + priority
|
||||
|
||||
RETURN task.id
|
||||
```
|
||||
|
||||
## WhatsApp Template Messages
|
||||
|
||||
### Understanding Template Messages
|
||||
|
||||
WhatsApp Business API requires pre-approved templates for initiating conversations. Templates can include:
|
||||
|
||||
- **Text**: Plain text with optional variables
|
||||
- **Media**: Images, documents, videos
|
||||
- **Buttons**: Quick reply or call-to-action buttons
|
||||
- **Headers**: Text, image, document, or video headers
|
||||
|
||||
### Template File Format
|
||||
|
||||
Create templates in the `.gbkb/articles/` folder:
|
||||
|
||||
```
|
||||
newsletter-zap.txt
|
||||
---
|
||||
Hello {{1}}!
|
||||
|
||||
Here's your weekly newsletter:
|
||||
|
||||
📰 Top Stories This Week
|
||||
{{2}}
|
||||
|
||||
🎯 Don't miss our special offer!
|
||||
{{3}}
|
||||
|
||||
Reply STOP to unsubscribe.
|
||||
```
|
||||
|
||||
### Variables in Templates
|
||||
|
||||
Variables are placeholders replaced with actual values:
|
||||
|
||||
| Variable | Description | Example |
|
||||
|----------|-------------|---------|
|
||||
| `{{1}}` | First parameter | Customer name |
|
||||
| `{{2}}` | Second parameter | Content body |
|
||||
| `{{3}}` | Third parameter | Offer details |
|
||||
|
||||
## Customization Ideas
|
||||
|
||||
### Add Bulk Messaging
|
||||
|
||||
```basic
|
||||
PARAM template AS STRING DESCRIPTION "Template to send"
|
||||
PARAM contacts_file AS STRING LIKE "contacts.csv" DESCRIPTION "CSV file with contacts"
|
||||
|
||||
DESCRIPTION "Send template to multiple contacts"
|
||||
|
||||
contacts = FIND contacts_file
|
||||
|
||||
sent = 0
|
||||
failed = 0
|
||||
|
||||
FOR EACH contact IN contacts
|
||||
variables = {
|
||||
"name": contact.name,
|
||||
"company": contact.company
|
||||
}
|
||||
|
||||
result = SEND TEMPLATE TO contact.phone, template, variables
|
||||
|
||||
IF result THEN
|
||||
sent = sent + 1
|
||||
ELSE
|
||||
failed = failed + 1
|
||||
END IF
|
||||
|
||||
WAIT 2 ' Rate limiting
|
||||
NEXT
|
||||
|
||||
TALK "📊 Bulk send complete!"
|
||||
TALK "✅ Sent: " + sent
|
||||
TALK "❌ Failed: " + failed
|
||||
```
|
||||
|
||||
### Add Message Status Tracking
|
||||
|
||||
```basic
|
||||
' After sending
|
||||
message_id = SEND TEMPLATE TO phone, template, variables
|
||||
|
||||
' Store for tracking
|
||||
WITH messageRecord
|
||||
id = message_id
|
||||
phone = phone
|
||||
template = template
|
||||
status = "sent"
|
||||
sentAt = NOW()
|
||||
END WITH
|
||||
|
||||
SAVE "message_status.csv", messageRecord
|
||||
|
||||
' Webhook handler for status updates
|
||||
ON WEBHOOK "whatsapp_status"
|
||||
status = webhook_data.status
|
||||
message_id = webhook_data.message_id
|
||||
|
||||
UPDATE "message_status.csv" SET status = status WHERE id = message_id
|
||||
|
||||
IF status = "delivered" THEN
|
||||
TALK "✅ Message " + message_id + " delivered"
|
||||
ELSE IF status = "read" THEN
|
||||
TALK "👀 Message " + message_id + " read"
|
||||
ELSE IF status = "failed" THEN
|
||||
TALK "❌ Message " + message_id + " failed"
|
||||
END IF
|
||||
END ON
|
||||
```
|
||||
|
||||
### Add Interactive Buttons
|
||||
|
||||
```basic
|
||||
PARAM phone AS PHONE DESCRIPTION "Recipient phone number"
|
||||
|
||||
DESCRIPTION "Send message with quick reply buttons"
|
||||
|
||||
template_with_buttons = {
|
||||
"template": "order_confirmation",
|
||||
"buttons": [
|
||||
{"type": "quick_reply", "text": "Track Order"},
|
||||
{"type": "quick_reply", "text": "Contact Support"},
|
||||
{"type": "quick_reply", "text": "View Details"}
|
||||
]
|
||||
}
|
||||
|
||||
SEND TEMPLATE TO phone, template_with_buttons
|
||||
|
||||
TALK "Message with buttons sent to " + phone
|
||||
```
|
||||
|
||||
### Add Media Messages
|
||||
|
||||
```basic
|
||||
PARAM phone AS PHONE DESCRIPTION "Recipient phone number"
|
||||
PARAM image_url AS STRING DESCRIPTION "URL of image to send"
|
||||
PARAM caption AS STRING DESCRIPTION "Image caption" OPTIONAL
|
||||
|
||||
DESCRIPTION "Send WhatsApp message with image"
|
||||
|
||||
' Send image with caption
|
||||
SEND MEDIA TO phone, image_url, caption
|
||||
|
||||
WITH log
|
||||
timestamp = NOW()
|
||||
phone = phone
|
||||
mediaType = "image"
|
||||
mediaUrl = image_url
|
||||
caption = caption
|
||||
status = "sent"
|
||||
END WITH
|
||||
|
||||
SAVE "whatsapp_media_log.csv", log
|
||||
|
||||
TALK "📷 Image sent to " + phone
|
||||
```
|
||||
|
||||
## WhatsApp Business API Best Practices
|
||||
|
||||
### Message Timing
|
||||
|
||||
1. **Session Messages**: Free-form messages within 24-hour window after user message
|
||||
2. **Template Messages**: Pre-approved templates for initiating conversations
|
||||
3. **Rate Limits**: Respect WhatsApp's messaging limits
|
||||
|
||||
### Template Approval
|
||||
|
||||
1. Submit templates via WhatsApp Business Manager
|
||||
2. Wait for approval (usually 24-48 hours)
|
||||
3. Use approved templates only
|
||||
4. Follow content guidelines (no promotional content in utility templates)
|
||||
|
||||
### Phone Number Format
|
||||
|
||||
Always use international format without `+` or spaces:
|
||||
- ✅ `5511999999999` (Brazil)
|
||||
- ✅ `14155551234` (USA)
|
||||
- ❌ `+55 11 99999-9999`
|
||||
- ❌ `(11) 99999-9999`
|
||||
|
||||
### Compliance
|
||||
|
||||
1. **Opt-in Required**: Only message users who have opted in
|
||||
2. **Opt-out Handling**: Honor STOP/unsubscribe requests immediately
|
||||
3. **Business Verification**: Complete WhatsApp business verification
|
||||
4. **Quality Rating**: Maintain high quality rating to avoid restrictions
|
||||
|
||||
## Logging Structure
|
||||
|
||||
The `whatsapp_log.csv` tracks all messages:
|
||||
|
||||
| Column | Description |
|
||||
|--------|-------------|
|
||||
| timestamp | When message was sent |
|
||||
| phoneNumber | Recipient phone number |
|
||||
| templateFile | Template used |
|
||||
| variables | Personalization variables |
|
||||
| status | sent/delivered/read/failed |
|
||||
| messageId | WhatsApp message ID |
|
||||
|
||||
## Error Handling
|
||||
|
||||
```basic
|
||||
result = SEND TEMPLATE TO phone, template, variables
|
||||
|
||||
IF NOT result THEN
|
||||
' Log the failure
|
||||
WITH errorLog
|
||||
timestamp = NOW()
|
||||
phone = phone
|
||||
template = template
|
||||
error = "Send failed"
|
||||
END WITH
|
||||
|
||||
SAVE "whatsapp_errors.csv", errorLog
|
||||
|
||||
TALK "❌ Failed to send message to " + phone
|
||||
TALK "Please verify the phone number and try again."
|
||||
RETURN NULL
|
||||
END IF
|
||||
```
|
||||
|
||||
## Related Templates
|
||||
|
||||
- [broadcast.bas](./broadcast.md) - Mass messaging to contact lists
|
||||
- [store.bas](./store.md) - E-commerce with WhatsApp notifications
|
||||
- [bank.bas](./bank.md) - Banking notifications via WhatsApp
|
||||
|
||||
---
|
||||
|
||||
<style>
|
||||
.wa-chat{background-color:#e5ddd5;border-radius:8px;padding:20px 15px;margin:20px 0;max-width:600px;font-family:-apple-system,BlinkMacSystemFont,'Segoe UI',Roboto,Helvetica,Arial,sans-serif;font-size:14px}
|
||||
.wa-chat::after{content:'';display:table;clear:both}
|
||||
.wa-message{clear:both;margin-bottom:10px;max-width:85%;position:relative}
|
||||
.wa-message.user{float:right}
|
||||
.wa-message.user .wa-bubble{background-color:#dcf8c6;border-radius:8px 0 8px 8px;margin-left:40px}
|
||||
.wa-message.bot{float:left}
|
||||
.wa-message.bot .wa-bubble{background-color:#fff;border-radius:0 8px 8px 8px;margin-right:40px}
|
||||
.wa-bubble{padding:8px 12px;box-shadow:0 1px .5px rgba(0,0,0,.13)}
|
||||
.wa-bubble p{margin:0 0 4px 0;line-height:1.4;color:#303030}
|
||||
.wa-bubble p:last-child{margin-bottom:0}
|
||||
.wa-time{font-size:11px;color:#8696a0;text-align:right;margin-top:4px}
|
||||
.wa-message.user .wa-time{color:#61a05e}
|
||||
.wa-sender{font-size:12px;font-weight:600;color:#06cf9c;margin-bottom:2px}
|
||||
.wa-status.read::after{content:'✓✓';color:#53bdeb;margin-left:4px}
|
||||
.wa-date{text-align:center;margin:15px 0;clear:both}
|
||||
.wa-date span{background-color:#fff;color:#54656f;padding:5px 12px;border-radius:8px;font-size:12px;box-shadow:0 1px .5px rgba(0,0,0,.13)}
|
||||
.wa-header{background-color:#075e54;color:#fff;padding:10px 15px;margin:-20px -15px 15px -15px;border-radius:8px 8px 0 0;display:flex;align-items:center;gap:10px}
|
||||
.wa-header-avatar{width:40px;height:40px;background-color:#25d366;border-radius:50%;display:flex;align-items:center;justify-content:center;font-size:18px}
|
||||
.wa-header-info{flex:1}
|
||||
.wa-header-name{font-weight:600;font-size:16px}
|
||||
.wa-header-status{font-size:12px;opacity:.8}
|
||||
</style>
|
||||
|
|
@ -57,7 +57,7 @@ name,value
|
|||
server-port,8080
|
||||
llm-url,http://localhost:8081
|
||||
llm-model,../../../../data/llm/DeepSeek-R1-Distill-Qwen-1.5B-Q3_K_M.gguf
|
||||
prompt-compact,4
|
||||
episodic-memory-threshold,4
|
||||
```
|
||||
|
||||
Four lines. Bot configured. That's the General Bots way.
|
||||
|
|
|
|||
|
|
@ -86,14 +86,14 @@ llm-cache-threshold,0.95
|
|||
### Context Management
|
||||
|
||||
```csv
|
||||
prompt-compact,4
|
||||
prompt-history,2
|
||||
episodic-memory-threshold,4
|
||||
episodic-memory-history,2
|
||||
```
|
||||
|
||||
| Name | Description | Default | Range |
|
||||
|------|-------------|---------|-------|
|
||||
| `prompt-compact` | Messages before compaction | `4` | 1-10 |
|
||||
| `prompt-history` | Messages to keep in history | Not set | 1-20 |
|
||||
| `episodic-memory-threshold` | Messages before compaction | `4` | 1-10 |
|
||||
| `episodic-memory-history` | Messages to keep in history | Not set | 1-20 |
|
||||
|
||||
### Embedding Configuration
|
||||
|
||||
|
|
@ -203,7 +203,7 @@ llm-cache-ttl,7200
|
|||
llm-cache-semantic,true
|
||||
llm-cache-threshold,0.95
|
||||
,
|
||||
prompt-compact,6
|
||||
episodic-memory-threshold,6
|
||||
,
|
||||
email-from,bot@company.com
|
||||
email-server,smtp.company.com
|
||||
|
|
@ -227,7 +227,7 @@ llm-model,../../../../data/llm/DeepSeek-R1-Distill-Qwen-7B-Q4_K_M.gguf
|
|||
,
|
||||
# Disable cache for development
|
||||
llm-cache,false
|
||||
prompt-compact,2
|
||||
episodic-memory-threshold,2
|
||||
```
|
||||
|
||||
## Environment Variables
|
||||
|
|
|
|||
|
|
@ -105,8 +105,8 @@ llm-model,mixtral-8x7b-32768
|
|||
|
||||
| Parameter | Description | Default | Type |
|
||||
|-----------|-------------|---------|------|
|
||||
| `prompt-compact` | Context compaction level | `4` | Number |
|
||||
| `prompt-history` | Messages in history | Not set | Number |
|
||||
| `episodic-memory-threshold` | Context compaction level | `4` | Number |
|
||||
| `episodic-memory-history` | Messages in history | Not set | Number |
|
||||
|
||||
## Email Parameters
|
||||
|
||||
|
|
|
|||
|
|
@ -20,6 +20,7 @@ struct ParamConfigRow {
|
|||
#[diesel(sql_type = diesel::sql_types::Text)]
|
||||
config_value: String,
|
||||
}
|
||||
use self::keywords::add_bot::register_bot_keywords;
|
||||
use self::keywords::add_member::add_member_keyword;
|
||||
use self::keywords::add_suggestion::add_suggestion_keyword;
|
||||
use self::keywords::book::book_keyword;
|
||||
|
|
@ -41,6 +42,7 @@ use self::keywords::hear_talk::{hear_keyword, talk_keyword};
|
|||
use self::keywords::http_operations::register_http_operations;
|
||||
use self::keywords::last::last_keyword;
|
||||
use self::keywords::lead_scoring::register_lead_scoring_keywords;
|
||||
use self::keywords::model_routing::register_model_routing_keywords;
|
||||
use self::keywords::multimodal::register_multimodal_keywords;
|
||||
use self::keywords::on_form_submit::on_form_submit_keyword;
|
||||
use self::keywords::remember::remember_keyword;
|
||||
|
|
@ -113,6 +115,12 @@ impl ScriptService {
|
|||
create_task_keyword(state.clone(), user.clone(), &mut engine);
|
||||
add_member_keyword(state.clone(), user.clone(), &mut engine);
|
||||
|
||||
// Register dynamic bot management keywords (ADD BOT, REMOVE BOT)
|
||||
register_bot_keywords(state.clone(), user.clone(), &mut engine);
|
||||
|
||||
// Register model routing keywords (USE MODEL, SET MODEL ROUTING, etc.)
|
||||
register_model_routing_keywords(state.clone(), user.clone(), &mut engine);
|
||||
|
||||
// Register universal messaging keywords
|
||||
keywords::universal_messaging::register_universal_messaging(
|
||||
state.clone(),
|
||||
|
|
|
|||
|
|
@ -19,7 +19,7 @@ pub struct AutomationService {
|
|||
impl AutomationService {
|
||||
#[must_use]
|
||||
pub fn new(state: Arc<AppState>) -> Self {
|
||||
crate::llm::compact_prompt::start_compact_prompt_scheduler(Arc::clone(&state));
|
||||
crate::llm::episodic_memory::start_episodic_memory_scheduler(Arc::clone(&state));
|
||||
Self { state }
|
||||
}
|
||||
pub async fn spawn(self) -> Result<(), Box<dyn std::error::Error + Send + Sync>> {
|
||||
|
|
|
|||
|
|
@ -308,7 +308,7 @@ impl SessionManager {
|
|||
1 => "user".to_string(),
|
||||
2 => "assistant".to_string(),
|
||||
3 => "system".to_string(),
|
||||
9 => "compact".to_string(),
|
||||
9 => "episodic".to_string(),
|
||||
_ => "unknown".to_string(),
|
||||
};
|
||||
history.push((role_str, content));
|
||||
|
|
|
|||
|
|
@ -8,19 +8,21 @@ use std::collections::HashSet;
|
|||
use std::sync::Arc;
|
||||
use tokio::time::{interval, Duration};
|
||||
use uuid::Uuid;
|
||||
pub fn start_compact_prompt_scheduler(state: Arc<AppState>) {
|
||||
|
||||
pub fn start_episodic_memory_scheduler(state: Arc<AppState>) {
|
||||
tokio::spawn(async move {
|
||||
tokio::time::sleep(Duration::from_secs(30)).await;
|
||||
let mut interval = interval(Duration::from_secs(60));
|
||||
loop {
|
||||
interval.tick().await;
|
||||
if let Err(e) = compact_prompt_for_bots(&Arc::clone(&state)).await {
|
||||
error!("Prompt compaction failed: {}", e);
|
||||
if let Err(e) = process_episodic_memory(&Arc::clone(&state)).await {
|
||||
error!("Episodic memory processing failed: {}", e);
|
||||
}
|
||||
}
|
||||
});
|
||||
}
|
||||
async fn compact_prompt_for_bots(
|
||||
|
||||
async fn process_episodic_memory(
|
||||
state: &Arc<AppState>,
|
||||
) -> Result<(), Box<dyn std::error::Error + Send + Sync>> {
|
||||
use once_cell::sync::Lazy;
|
||||
|
|
@ -34,21 +36,27 @@ async fn compact_prompt_for_bots(
|
|||
};
|
||||
for session in sessions {
|
||||
let config_manager = ConfigManager::new(state.conn.clone());
|
||||
let compact_threshold = config_manager
|
||||
.get_config(&session.bot_id, "prompt-compact", None)?
|
||||
|
||||
// Support both old and new config key names for backwards compatibility
|
||||
let threshold = config_manager
|
||||
.get_config(&session.bot_id, "episodic-memory-threshold", None)
|
||||
.or_else(|_| config_manager.get_config(&session.bot_id, "prompt-compact", None))
|
||||
.unwrap_or_default()
|
||||
.parse::<i32>()
|
||||
.unwrap_or(4); // Default to 4 if not configured
|
||||
|
||||
let history_to_keep = config_manager
|
||||
.get_config(&session.bot_id, "prompt-history", None)?
|
||||
.get_config(&session.bot_id, "episodic-memory-history", None)
|
||||
.or_else(|_| config_manager.get_config(&session.bot_id, "prompt-history", None))
|
||||
.unwrap_or_default()
|
||||
.parse::<usize>()
|
||||
.unwrap_or(2); // Default to 2 if not configured
|
||||
|
||||
if compact_threshold == 0 {
|
||||
if threshold == 0 {
|
||||
return Ok(());
|
||||
} else if compact_threshold < 0 {
|
||||
} else if threshold < 0 {
|
||||
trace!(
|
||||
"Negative compact threshold detected for bot {}, skipping",
|
||||
"Negative episodic memory threshold detected for bot {}, skipping",
|
||||
session.bot_id
|
||||
);
|
||||
continue;
|
||||
|
|
@ -64,14 +72,14 @@ async fn compact_prompt_for_bots(
|
|||
let last_summary_index = history
|
||||
.iter()
|
||||
.rev()
|
||||
.position(|(role, _)| role == "compact")
|
||||
.position(|(role, _)| role == "episodic" || role == "compact")
|
||||
.map(|pos| history.len() - pos - 1);
|
||||
|
||||
// Calculate start index: if there's a summary, start after it; otherwise start from 0
|
||||
let start_index = last_summary_index.map(|idx| idx + 1).unwrap_or(0);
|
||||
|
||||
for (_i, (role, _)) in history.iter().enumerate().skip(start_index) {
|
||||
if role == "compact" {
|
||||
if role == "episodic" || role == "compact" {
|
||||
continue;
|
||||
}
|
||||
messages_since_summary += 1;
|
||||
|
|
@ -81,7 +89,7 @@ async fn compact_prompt_for_bots(
|
|||
if !has_new_messages && last_summary_index.is_some() {
|
||||
continue;
|
||||
}
|
||||
if messages_since_summary < compact_threshold as usize {
|
||||
if messages_since_summary < threshold as usize {
|
||||
continue;
|
||||
}
|
||||
|
||||
|
|
@ -89,7 +97,7 @@ async fn compact_prompt_for_bots(
|
|||
let mut session_in_progress = SESSION_IN_PROGRESS.lock().await;
|
||||
if session_in_progress.contains(&session.id) {
|
||||
trace!(
|
||||
"Skipping session {} - compaction already in progress",
|
||||
"Skipping session {} - episodic memory processing already in progress",
|
||||
session.id
|
||||
);
|
||||
continue;
|
||||
|
|
@ -98,7 +106,7 @@ async fn compact_prompt_for_bots(
|
|||
}
|
||||
|
||||
trace!(
|
||||
"Compacting prompt for session {}: {} messages since last summary (keeping last {})",
|
||||
"Creating episodic memory for session {}: {} messages since last summary (keeping last {})",
|
||||
session.id,
|
||||
messages_since_summary,
|
||||
history_to_keep
|
||||
|
|
@ -113,7 +121,10 @@ async fn compact_prompt_for_bots(
|
|||
};
|
||||
|
||||
if messages_to_summarize == 0 {
|
||||
trace!("Not enough messages to compact for session {}", session.id);
|
||||
trace!(
|
||||
"Not enough messages to create episodic memory for session {}",
|
||||
session.id
|
||||
);
|
||||
continue;
|
||||
}
|
||||
|
||||
|
|
@ -123,7 +134,7 @@ async fn compact_prompt_for_bots(
|
|||
|
||||
// Only summarize messages beyond the history_to_keep threshold
|
||||
for (role, content) in history.iter().skip(start_index).take(messages_to_summarize) {
|
||||
if role == "compact" {
|
||||
if role == "episodic" || role == "compact" {
|
||||
continue;
|
||||
}
|
||||
conversation.push_str(&format!(
|
||||
|
|
@ -155,7 +166,7 @@ async fn compact_prompt_for_bots(
|
|||
{
|
||||
Ok(summary) => {
|
||||
trace!(
|
||||
"Successfully summarized session {} ({} chars)",
|
||||
"Successfully created episodic memory for session {} ({} chars)",
|
||||
session.id,
|
||||
summary.len()
|
||||
);
|
||||
|
|
@ -168,29 +179,26 @@ async fn compact_prompt_for_bots(
|
|||
);
|
||||
|
||||
filtered = handler.process_content(&summary);
|
||||
format!("SUMMARY: {}", filtered)
|
||||
format!("EPISODIC MEMORY: {}", filtered)
|
||||
}
|
||||
Err(e) => {
|
||||
error!(
|
||||
"Failed to summarize conversation for session {}: {}",
|
||||
"Failed to create episodic memory for session {}: {}",
|
||||
session.id, e
|
||||
);
|
||||
trace!("Using fallback summary for session {}", session.id);
|
||||
format!("SUMMARY: {}", filtered) // Fallback
|
||||
format!("EPISODIC MEMORY: {}", filtered) // Fallback
|
||||
}
|
||||
};
|
||||
info!(
|
||||
"Prompt compacted {}: {} messages summarized, {} kept",
|
||||
"Episodic memory created for session {}: {} messages summarized, {} kept",
|
||||
session.id, messages_to_summarize, history_to_keep
|
||||
);
|
||||
|
||||
// Save the summary
|
||||
// Save the episodic memory (role 9 = episodic/compact)
|
||||
{
|
||||
let mut session_manager = state.session_manager.lock().await;
|
||||
session_manager.save_message(session.id, session.user_id, 9, &summarized, 1)?;
|
||||
|
||||
// Mark older messages as compacted (optional - for cleanup)
|
||||
// This allows the system to potentially archive or remove old messages
|
||||
}
|
||||
|
||||
let _session_cleanup = guard((), |_| {
|
||||
|
|
@ -6,7 +6,7 @@ use log::{info, trace};
|
|||
use serde_json::Value;
|
||||
use tokio::sync::mpsc;
|
||||
pub mod cache;
|
||||
pub mod compact_prompt;
|
||||
pub mod episodic_memory;
|
||||
pub mod llm_models;
|
||||
pub mod local;
|
||||
pub mod observability;
|
||||
|
|
|
|||
|
|
@ -670,10 +670,10 @@ async fn main() -> std::io::Result<()> {
|
|||
.map(|n| n.get())
|
||||
.unwrap_or(4);
|
||||
|
||||
// Initialize automation service for prompt compaction
|
||||
// Initialize automation service for episodic memory
|
||||
let _automation_service =
|
||||
botserver::core::automation::AutomationService::new(app_state.clone());
|
||||
info!("Automation service initialized with prompt compaction scheduler");
|
||||
info!("Automation service initialized with episodic memory scheduler");
|
||||
|
||||
// Mount bots
|
||||
let bot_orchestrator = BotOrchestrator::new(app_state.clone());
|
||||
|
|
|
|||
|
|
@ -0,0 +1,82 @@
|
|||
# Analytics Dashboard Guide
|
||||
|
||||
## Overview
|
||||
|
||||
The Analytics Dashboard provides real-time insights into your knowledge base performance, document statistics, and system health metrics.
|
||||
|
||||
## Key Metrics
|
||||
|
||||
### Document Statistics
|
||||
- **Total Documents**: Number of documents indexed in your knowledge base
|
||||
- **Total Vectors**: Number of vector embeddings created for semantic search
|
||||
- **Storage Used**: Total storage consumption in megabytes
|
||||
- **Collections**: Number of document collections/categories
|
||||
|
||||
### Activity Metrics
|
||||
- **Documents This Week**: New documents added in the current week
|
||||
- **Documents This Month**: New documents added in the current month
|
||||
- **Growth Rate**: Percentage change compared to historical average
|
||||
|
||||
### System Health
|
||||
- **Health Percentage**: Overall system status (100% = all systems operational)
|
||||
- **Last Update**: Timestamp of the most recent statistics refresh
|
||||
|
||||
## How to Use
|
||||
|
||||
### Viewing Overview
|
||||
Ask for an overview to see all key metrics at a glance:
|
||||
- "Show overview"
|
||||
- "What's the storage usage?"
|
||||
- "How many documents do we have?"
|
||||
|
||||
### Checking Activity
|
||||
Monitor recent changes and growth trends:
|
||||
- "Show recent activity"
|
||||
- "What's the growth trend?"
|
||||
- "How many documents were added this week?"
|
||||
|
||||
### System Health
|
||||
Check if all systems are running properly:
|
||||
- "Show system health"
|
||||
- "What's the collection status?"
|
||||
- "Is everything working?"
|
||||
|
||||
## Understanding the Data
|
||||
|
||||
### Growth Rate Interpretation
|
||||
- **Positive rate (📈)**: Knowledge base is growing faster than average
|
||||
- **Negative rate (📉)**: Growth has slowed compared to average
|
||||
- **Zero rate**: Stable growth matching historical patterns
|
||||
|
||||
### Health Status
|
||||
- **100%**: All systems operational
|
||||
- **Below 100%**: Some components may need attention
|
||||
- **Check specific warnings** for details on affected systems
|
||||
|
||||
## Scheduled Updates
|
||||
|
||||
Statistics are automatically refreshed by the `update-stats` scheduled job. By default, this runs:
|
||||
- Every hour for activity metrics
|
||||
- Daily for comprehensive statistics
|
||||
- On-demand when requested
|
||||
|
||||
## Frequently Asked Questions
|
||||
|
||||
**Q: Why do I see "Statistics are being computed"?**
|
||||
A: The analytics system is initializing or refreshing data. Wait a few minutes and try again.
|
||||
|
||||
**Q: How accurate are the metrics?**
|
||||
A: Metrics are updated regularly and reflect the state at the last refresh time shown in "Last Update".
|
||||
|
||||
**Q: Can I export analytics data?**
|
||||
A: Yes, use the "Export Stats" tool to download metrics in various formats.
|
||||
|
||||
**Q: What affects system health?**
|
||||
A: Health reflects database connectivity, vector store status, storage availability, and background job status.
|
||||
|
||||
## Best Practices
|
||||
|
||||
1. **Regular Monitoring**: Check the dashboard weekly to track growth trends
|
||||
2. **Storage Planning**: Monitor storage usage to plan capacity needs
|
||||
3. **Activity Tracking**: Use activity metrics to measure content team productivity
|
||||
4. **Health Alerts**: Address health issues promptly when below 100%
|
||||
146
templates/backup.gbai/backup.gbkb/backup-guide.md
Normal file
146
templates/backup.gbai/backup.gbkb/backup-guide.md
Normal file
|
|
@ -0,0 +1,146 @@
|
|||
# Backup Management Guide
|
||||
|
||||
## Overview
|
||||
|
||||
The Backup Manager helps you protect your important files by archiving them to secure server storage. Regular backups ensure business continuity and data protection.
|
||||
|
||||
## Features
|
||||
|
||||
### Automated Backups
|
||||
- Schedule automatic backups at regular intervals
|
||||
- Archive files based on age criteria
|
||||
- Maintain backup rotation policies
|
||||
|
||||
### Manual Backups
|
||||
- On-demand backup of specific files or folders
|
||||
- Selective backup based on file types
|
||||
- Priority backup for critical data
|
||||
|
||||
### Restore Operations
|
||||
- Browse archived files by date
|
||||
- Restore individual files or entire folders
|
||||
- Preview files before restoration
|
||||
|
||||
## How to Use
|
||||
|
||||
### Running a Backup
|
||||
|
||||
To start a backup, you can:
|
||||
1. Say "Run backup now" or select the backup option
|
||||
2. Specify which files or folders to back up
|
||||
3. Confirm the backup operation
|
||||
|
||||
### Viewing Archived Files
|
||||
|
||||
To see your backup history:
|
||||
1. Say "View archived files" or "List backups"
|
||||
2. Browse by date or file name
|
||||
3. Select files to view details or restore
|
||||
|
||||
### Restoring Files
|
||||
|
||||
To restore from backup:
|
||||
1. Say "Restore a file" or select restore option
|
||||
2. Search for the file by name or date
|
||||
3. Confirm the restoration location
|
||||
|
||||
## Backup Best Practices
|
||||
|
||||
### Frequency Recommendations
|
||||
|
||||
| Data Type | Recommended Frequency |
|
||||
|-----------|----------------------|
|
||||
| Critical business data | Daily |
|
||||
| Documents and files | Weekly |
|
||||
| System configurations | Before changes |
|
||||
| Archives and logs | Monthly |
|
||||
|
||||
### What to Back Up
|
||||
|
||||
**Always include:**
|
||||
- Business documents
|
||||
- Customer data
|
||||
- Financial records
|
||||
- Configuration files
|
||||
- Email archives
|
||||
|
||||
**Consider excluding:**
|
||||
- Temporary files
|
||||
- Cache directories
|
||||
- Downloaded installers
|
||||
- Duplicate files
|
||||
|
||||
## Storage and Retention
|
||||
|
||||
### Retention Policies
|
||||
|
||||
- **Daily backups**: Kept for 7 days
|
||||
- **Weekly backups**: Kept for 4 weeks
|
||||
- **Monthly backups**: Kept for 12 months
|
||||
- **Annual backups**: Kept for 7 years
|
||||
|
||||
### Storage Locations
|
||||
|
||||
Backups are stored on:
|
||||
- Primary: Secure server storage
|
||||
- Secondary: Offsite replication (if configured)
|
||||
|
||||
## Data Integrity
|
||||
|
||||
### Verification
|
||||
|
||||
All backups include:
|
||||
- MD5 checksums for integrity verification
|
||||
- File count validation
|
||||
- Size comparison checks
|
||||
|
||||
### Monitoring
|
||||
|
||||
The system logs:
|
||||
- Backup start and completion times
|
||||
- Files included in each backup
|
||||
- Any errors or warnings
|
||||
- Storage utilization
|
||||
|
||||
## Troubleshooting
|
||||
|
||||
### Common Issues
|
||||
|
||||
**Backup fails to start:**
|
||||
- Check storage space availability
|
||||
- Verify file permissions
|
||||
- Ensure no files are locked
|
||||
|
||||
**Restore not finding files:**
|
||||
- Verify the backup date range
|
||||
- Check file name spelling
|
||||
- Ensure the backup completed successfully
|
||||
|
||||
**Slow backup performance:**
|
||||
- Reduce backup scope
|
||||
- Schedule during off-peak hours
|
||||
- Check network connectivity
|
||||
|
||||
## Frequently Asked Questions
|
||||
|
||||
**Q: How long does a backup take?**
|
||||
A: Depends on data volume. Initial backups take longer; subsequent backups are incremental.
|
||||
|
||||
**Q: Can I backup while working?**
|
||||
A: Yes, the system handles file locking gracefully.
|
||||
|
||||
**Q: Where are backups stored?**
|
||||
A: On the configured server storage with optional offsite replication.
|
||||
|
||||
**Q: How do I know if backups are working?**
|
||||
A: Check backup status or ask "Backup status" to see recent backup logs.
|
||||
|
||||
**Q: Can I exclude certain files?**
|
||||
A: Yes, specify exclusion patterns when configuring backups.
|
||||
|
||||
## Support
|
||||
|
||||
For backup-related issues:
|
||||
- Check the backup logs for error details
|
||||
- Verify storage availability
|
||||
- Contact your system administrator
|
||||
236
templates/bank.gbai/bank.gbkb/banking-services.md
Normal file
236
templates/bank.gbai/bank.gbkb/banking-services.md
Normal file
|
|
@ -0,0 +1,236 @@
|
|||
# Banking Services Guide
|
||||
|
||||
## Account Types
|
||||
|
||||
### Checking Account
|
||||
A checking account is designed for daily transactions and provides easy access to your funds.
|
||||
|
||||
**Features:**
|
||||
- Unlimited transactions
|
||||
- Debit card included
|
||||
- Online and mobile banking access
|
||||
- Bill pay services
|
||||
- Direct deposit available
|
||||
|
||||
**Requirements:**
|
||||
- Minimum opening deposit: $25
|
||||
- Valid government-issued ID
|
||||
- Social Security Number or Tax ID
|
||||
|
||||
### Savings Account
|
||||
A savings account helps you grow your money with interest while keeping it accessible.
|
||||
|
||||
**Features:**
|
||||
- Competitive interest rates
|
||||
- No monthly maintenance fee with minimum balance
|
||||
- Automatic transfers from checking
|
||||
- Up to 6 withdrawals per month
|
||||
|
||||
**Interest Rates:**
|
||||
- Standard Savings: 0.50% APY
|
||||
- High-Yield Savings: 2.50% APY (minimum $1,000 balance)
|
||||
|
||||
### Certificate of Deposit (CD)
|
||||
CDs offer higher interest rates in exchange for keeping your money deposited for a fixed term.
|
||||
|
||||
**Terms Available:**
|
||||
- 6 months: 3.00% APY
|
||||
- 12 months: 3.50% APY
|
||||
- 24 months: 4.00% APY
|
||||
- 60 months: 4.50% APY
|
||||
|
||||
**Early Withdrawal Penalty:** 90 days of interest
|
||||
|
||||
## Transfer Services
|
||||
|
||||
### Internal Transfers
|
||||
Move money between your accounts instantly at no cost.
|
||||
|
||||
**How to transfer:**
|
||||
1. Select source account
|
||||
2. Select destination account
|
||||
3. Enter amount
|
||||
4. Confirm transfer
|
||||
|
||||
### External Transfers (ACH)
|
||||
Transfer funds to accounts at other banks.
|
||||
|
||||
**Processing Times:**
|
||||
- Standard: 2-3 business days
|
||||
- Same-day ACH: Available for transfers initiated before 2 PM
|
||||
|
||||
**Limits:**
|
||||
- Daily limit: $10,000
|
||||
- Monthly limit: $50,000
|
||||
|
||||
### Wire Transfers
|
||||
For urgent or large transfers, domestic and international.
|
||||
|
||||
**Domestic Wires:**
|
||||
- Fee: $25
|
||||
- Processing: Same business day if before 4 PM
|
||||
|
||||
**International Wires:**
|
||||
- Fee: $45
|
||||
- Processing: 1-2 business days
|
||||
|
||||
### PIX (Brazil)
|
||||
Instant payment system available 24/7, including holidays.
|
||||
|
||||
**Features:**
|
||||
- Instant transfers
|
||||
- No fees for individuals
|
||||
- Available via CPF, phone, email, or random key
|
||||
- QR code payments supported
|
||||
|
||||
**Limits:**
|
||||
- Daytime (6 AM - 8 PM): R$ 20,000
|
||||
- Nighttime (8 PM - 6 AM): R$ 1,000 (adjustable)
|
||||
|
||||
## Card Services
|
||||
|
||||
### Debit Card
|
||||
Your debit card is linked directly to your checking account.
|
||||
|
||||
**Daily Limits:**
|
||||
- ATM withdrawal: $500
|
||||
- Point of sale purchases: $2,500
|
||||
|
||||
**Lost or Stolen Card:**
|
||||
Contact us immediately to block your card. A replacement will be sent within 5-7 business days.
|
||||
|
||||
### Credit Card
|
||||
Build credit and earn rewards with our credit cards.
|
||||
|
||||
**Card Options:**
|
||||
- Classic: No annual fee, 1% cashback
|
||||
- Gold: $95 annual fee, 2% cashback, travel insurance
|
||||
- Platinum: $195 annual fee, 3% cashback, concierge service
|
||||
|
||||
**Payment Due Date:** 25th of each month
|
||||
|
||||
### Card Blocking
|
||||
If your card is lost or stolen:
|
||||
1. Say "block my card" to this assistant
|
||||
2. Call 1-800-BANK-HELP
|
||||
3. Use the mobile app
|
||||
|
||||
Temporary blocks can be lifted at any time.
|
||||
|
||||
## Bill Pay
|
||||
|
||||
### One-Time Payments
|
||||
Pay any bill directly from your account.
|
||||
|
||||
**Supported Billers:**
|
||||
- Utilities
|
||||
- Credit cards
|
||||
- Loans
|
||||
- Insurance
|
||||
- Government agencies
|
||||
|
||||
### Recurring Payments
|
||||
Set up automatic payments for regular bills.
|
||||
|
||||
**Options:**
|
||||
- Fixed amount on specific date
|
||||
- Full statement balance
|
||||
- Minimum payment due
|
||||
|
||||
### Payment Processing
|
||||
- Electronic payments: 1-2 business days
|
||||
- Check payments: 5-7 business days
|
||||
|
||||
## Loans and Financing
|
||||
|
||||
### Personal Loans
|
||||
Unsecured loans for any purpose.
|
||||
|
||||
**Terms:** 12 to 60 months
|
||||
**Rates:** 8.99% - 18.99% APR
|
||||
**Amounts:** $1,000 - $50,000
|
||||
|
||||
### Home Loans
|
||||
Mortgages for purchasing or refinancing your home.
|
||||
|
||||
**Types Available:**
|
||||
- 30-year fixed
|
||||
- 15-year fixed
|
||||
- Adjustable rate (ARM)
|
||||
- FHA loans
|
||||
- VA loans
|
||||
|
||||
### Auto Loans
|
||||
Financing for new or used vehicles.
|
||||
|
||||
**New Cars:** Rates from 5.49% APR
|
||||
**Used Cars:** Rates from 6.49% APR
|
||||
**Terms:** 24 to 72 months
|
||||
|
||||
### Credit Line
|
||||
Flexible borrowing when you need it.
|
||||
|
||||
**Home Equity Line (HELOC):** Up to 85% of home value
|
||||
**Personal Line of Credit:** $5,000 - $25,000
|
||||
|
||||
## Investment Services
|
||||
|
||||
### Investment Options
|
||||
- Savings bonds
|
||||
- CDB (Certificado de Depósito Bancário)
|
||||
- LCI/LCA (tax-exempt real estate/agribusiness letters)
|
||||
- Investment funds
|
||||
- Retirement accounts (401k, IRA, Previdência)
|
||||
|
||||
### Retirement Planning
|
||||
Our advisors can help you plan for retirement with:
|
||||
- Portfolio analysis
|
||||
- Risk assessment
|
||||
- Tax-efficient strategies
|
||||
- Regular reviews
|
||||
|
||||
## Security Information
|
||||
|
||||
### Online Banking Security
|
||||
- 256-bit SSL encryption
|
||||
- Two-factor authentication
|
||||
- Automatic session timeout
|
||||
- Transaction alerts
|
||||
|
||||
### Fraud Protection
|
||||
- 24/7 fraud monitoring
|
||||
- Zero liability for unauthorized transactions
|
||||
- Instant transaction alerts
|
||||
- Secure card chip technology
|
||||
|
||||
### What We Will Never Ask
|
||||
- Full card number via chat or email
|
||||
- Your password or PIN
|
||||
- Security codes via unsolicited contact
|
||||
- Personal information via text message
|
||||
|
||||
## Frequently Asked Questions
|
||||
|
||||
**Q: How do I check my balance?**
|
||||
A: Say "check my balance" or "what's my balance" to this assistant.
|
||||
|
||||
**Q: How do I dispute a transaction?**
|
||||
A: Contact us within 60 days of the transaction. Provide the date, amount, and merchant name.
|
||||
|
||||
**Q: What are your business hours?**
|
||||
A: Digital banking is available 24/7. Branch hours are Monday-Friday 9 AM - 5 PM, Saturday 9 AM - 1 PM.
|
||||
|
||||
**Q: How do I update my contact information?**
|
||||
A: You can update your address, phone, and email through online banking or by visiting a branch.
|
||||
|
||||
**Q: Is there a fee for using other banks' ATMs?**
|
||||
A: We charge $3 per transaction. The ATM owner may charge an additional fee.
|
||||
|
||||
## Contact Information
|
||||
|
||||
- **Customer Service:** 1-800-BANK-HELP
|
||||
- **Fraud Hotline:** 1-800-FRAUD-911
|
||||
- **International:** +1-555-123-4567
|
||||
- **Email:** support@generalbank.com
|
||||
|
||||
For immediate assistance, continue chatting with this assistant.
|
||||
133
templates/bling.gbai/bling.gbkb/bling-erp-guide.md
Normal file
133
templates/bling.gbai/bling.gbkb/bling-erp-guide.md
Normal file
|
|
@ -0,0 +1,133 @@
|
|||
# Bling ERP Integration Guide
|
||||
|
||||
## Overview
|
||||
|
||||
Bling is a Brazilian ERP (Enterprise Resource Planning) system designed for small and medium businesses. This bot integrates with Bling to provide inventory management, order processing, and data synchronization capabilities.
|
||||
|
||||
## Features
|
||||
|
||||
### Inventory Management
|
||||
|
||||
The bot can help you with:
|
||||
|
||||
- **Stock Consultation**: Check current inventory levels for any product
|
||||
- **Stock Adjustments**: Add or remove items from inventory
|
||||
- **Low Stock Alerts**: Get notified when products fall below minimum levels
|
||||
- **Multi-warehouse Support**: Track inventory across multiple locations
|
||||
|
||||
### Order Processing
|
||||
|
||||
- **Create Orders**: Process new sales orders through conversation
|
||||
- **Order Status**: Check the status of existing orders
|
||||
- **Product Options**: Select colors, sizes, and variants when ordering
|
||||
- **Accompanying Items**: Add related products to orders (e.g., adding a chalk box with a chalkboard)
|
||||
|
||||
### Data Synchronization
|
||||
|
||||
- **Sync ERP**: Synchronize all data with Bling
|
||||
- **Sync Inventory**: Update inventory levels from Bling
|
||||
- **Sync Accounts**: Synchronize customer and supplier accounts
|
||||
- **Sync Suppliers**: Update supplier information
|
||||
|
||||
### Data Analysis
|
||||
|
||||
- **Sales Reports**: Generate sales reports and insights
|
||||
- **Inventory Analysis**: Analyze stock movement patterns
|
||||
- **Performance Metrics**: View key business indicators
|
||||
|
||||
## Getting Started
|
||||
|
||||
### Prerequisites
|
||||
|
||||
Before using the Bling integration, ensure you have:
|
||||
|
||||
1. An active Bling account
|
||||
2. API credentials configured
|
||||
3. Products registered in Bling
|
||||
|
||||
### Common Commands
|
||||
|
||||
| Action | Example |
|
||||
|--------|---------|
|
||||
| Check stock | "Consultar estoque do produto X" |
|
||||
| Place order | "Fazer pedido" |
|
||||
| Sync data | "Sincronizar ERP" |
|
||||
| Data analysis | "Análise de dados" |
|
||||
|
||||
## Product Selection
|
||||
|
||||
When placing an order, the bot will:
|
||||
|
||||
1. Show available products from the JSON catalog
|
||||
2. Offer color and size options when applicable
|
||||
3. Allow selection of accompanying items
|
||||
4. Confirm the order with customer name and items
|
||||
|
||||
## Order Structure
|
||||
|
||||
Orders contain:
|
||||
|
||||
- **Customer Name**: Who is placing the order
|
||||
- **Order Items**: Main products selected (one item at a time)
|
||||
- **Accompanying Items**: Additional related products
|
||||
- **Product ID**: Matches the JSON product catalog for correlation
|
||||
|
||||
## Frequently Asked Questions
|
||||
|
||||
**Q: How do I check if a product is in stock?**
|
||||
A: Ask "Consultar estoque" and provide the product name or code.
|
||||
|
||||
**Q: How do I synchronize data with Bling?**
|
||||
A: Say "Sincronizar ERP" or select the sync option from suggestions.
|
||||
|
||||
**Q: Can I place orders for multiple items?**
|
||||
A: Yes, but items are added one at a time. The bot will ask if you want to add more items.
|
||||
|
||||
**Q: How often should I sync inventory?**
|
||||
A: It's recommended to sync at least daily, or after significant sales activity.
|
||||
|
||||
**Q: What if a product shows different stock in Bling vs. the bot?**
|
||||
A: Run a full inventory sync to update the bot's data from Bling.
|
||||
|
||||
## Troubleshooting
|
||||
|
||||
### Connection Issues
|
||||
|
||||
If you experience connection problems:
|
||||
|
||||
1. Verify API credentials are correct
|
||||
2. Check that Bling services are online
|
||||
3. Retry the sync operation
|
||||
|
||||
### Stock Discrepancies
|
||||
|
||||
If stock levels don't match:
|
||||
|
||||
1. Run "Sincronizar estoque"
|
||||
2. Check for pending orders in Bling
|
||||
3. Verify no manual adjustments were made outside the system
|
||||
|
||||
### Order Failures
|
||||
|
||||
If an order fails to process:
|
||||
|
||||
1. Verify product availability
|
||||
2. Check customer information is complete
|
||||
3. Ensure Bling API is responding
|
||||
4. Review error logs for details
|
||||
|
||||
## Best Practices
|
||||
|
||||
1. **Regular Sync**: Sync data at the start of each business day
|
||||
2. **Stock Verification**: Verify stock before confirming large orders
|
||||
3. **Complete Information**: Always provide complete customer details
|
||||
4. **Order Confirmation**: Review orders before final submission
|
||||
5. **Data Backup**: Regularly export data for backup purposes
|
||||
|
||||
## Support
|
||||
|
||||
For technical issues with the Bling integration:
|
||||
|
||||
- Check Bling API documentation
|
||||
- Review General Bots logs for errors
|
||||
- Contact your system administrator
|
||||
122
templates/broadcast.gbai/broadcast.gbkb/broadcast-guide.md
Normal file
122
templates/broadcast.gbai/broadcast.gbkb/broadcast-guide.md
Normal file
|
|
@ -0,0 +1,122 @@
|
|||
# Broadcast Messaging Guide
|
||||
|
||||
## Overview
|
||||
|
||||
The Broadcast feature allows you to send messages to multiple contacts simultaneously using WhatsApp or other messaging channels. This is ideal for announcements, marketing campaigns, and bulk notifications.
|
||||
|
||||
## How to Send a Broadcast
|
||||
|
||||
### Basic Broadcast
|
||||
|
||||
To send a broadcast message, you need:
|
||||
1. A message template with optional personalization variables
|
||||
2. A CSV file containing your contact list
|
||||
|
||||
### Message Variables
|
||||
|
||||
You can personalize messages using these variables:
|
||||
- `{name}` - Replaced with the contact's name
|
||||
- `{mobile}` - Replaced with the contact's phone number
|
||||
|
||||
**Example:**
|
||||
```
|
||||
Hello {name}, we have exciting news to share with you!
|
||||
```
|
||||
|
||||
### Contact List Format
|
||||
|
||||
Your CSV file should have the following columns:
|
||||
- `name` - Contact's name
|
||||
- `mobile` - Phone number in international format (e.g., +5511999999999)
|
||||
- Additional columns can be used for filtering
|
||||
|
||||
**Example broadcast.csv:**
|
||||
```
|
||||
name,mobile,status
|
||||
John Smith,+5511999999999,active
|
||||
Maria Garcia,+5521888888888,active
|
||||
Carlos Santos,+5531777777777,inactive
|
||||
```
|
||||
|
||||
## Filtering Contacts
|
||||
|
||||
You can filter your contact list using conditions:
|
||||
- `status=active` - Only send to active contacts
|
||||
- `region=south` - Filter by custom fields
|
||||
- Multiple filters can be combined
|
||||
|
||||
## Best Practices
|
||||
|
||||
### Message Content
|
||||
|
||||
1. **Keep it concise** - Short messages have higher engagement
|
||||
2. **Personalize** - Use `{name}` to make messages feel personal
|
||||
3. **Clear call-to-action** - Tell recipients what to do next
|
||||
4. **Timing** - Send during appropriate business hours
|
||||
|
||||
### Contact Management
|
||||
|
||||
1. **Clean your list** - Remove invalid numbers regularly
|
||||
2. **Respect opt-outs** - Remove contacts who don't want messages
|
||||
3. **Update regularly** - Keep contact information current
|
||||
4. **Segment audiences** - Use filters for targeted messaging
|
||||
|
||||
### Compliance
|
||||
|
||||
1. **Get consent** - Only message contacts who opted in
|
||||
2. **Identify yourself** - Make clear who is sending the message
|
||||
3. **Provide opt-out** - Include instructions to unsubscribe
|
||||
4. **Follow local laws** - LGPD, GDPR, TCPA requirements apply
|
||||
|
||||
## Rate Limits
|
||||
|
||||
To prevent spam detection and ensure delivery:
|
||||
- Messages are sent with a 5-second delay between each
|
||||
- WhatsApp Business API limits apply
|
||||
- Large broadcasts may take time to complete
|
||||
|
||||
## Logging and Tracking
|
||||
|
||||
All broadcast operations are logged to `Log.xlsx` with:
|
||||
- Timestamp
|
||||
- User who initiated the broadcast
|
||||
- Recipient mobile number
|
||||
- Recipient name
|
||||
- Delivery status
|
||||
|
||||
## Troubleshooting
|
||||
|
||||
### Messages Not Sending
|
||||
|
||||
- Verify phone numbers are in international format
|
||||
- Check that the CSV file exists and has correct columns
|
||||
- Ensure the bot has messaging permissions
|
||||
|
||||
### Some Contacts Skipped
|
||||
|
||||
- Contact may have blocked the number
|
||||
- Phone number format may be incorrect
|
||||
- WhatsApp account may not exist for that number
|
||||
|
||||
### Slow Delivery
|
||||
|
||||
- Large lists take time due to rate limiting
|
||||
- This is intentional to prevent spam flags
|
||||
- Check Log.xlsx for progress
|
||||
|
||||
## Frequently Asked Questions
|
||||
|
||||
**Q: How many contacts can I message at once?**
|
||||
A: There's no hard limit, but larger lists will take longer due to rate limiting.
|
||||
|
||||
**Q: Can I schedule broadcasts for later?**
|
||||
A: Yes, use scheduled jobs to set up future broadcasts.
|
||||
|
||||
**Q: Will I know if messages were delivered?**
|
||||
A: The log file tracks send status. Delivery confirmation depends on the messaging platform.
|
||||
|
||||
**Q: Can I send images or files?**
|
||||
A: The basic broadcast sends text. For media, use dedicated media broadcast tools.
|
||||
|
||||
**Q: How do I stop a broadcast in progress?**
|
||||
A: Contact an administrator to stop the process if needed.
|
||||
208
templates/crawler.gbai/crawler.gbkb/web-crawling-guide.md
Normal file
208
templates/crawler.gbai/crawler.gbkb/web-crawling-guide.md
Normal file
|
|
@ -0,0 +1,208 @@
|
|||
# Web Crawling Guide
|
||||
|
||||
## Overview
|
||||
|
||||
The Web Crawler bot helps you extract and index content from websites. It automatically navigates through web pages, collects information, and makes it searchable through your knowledge base.
|
||||
|
||||
## Features
|
||||
|
||||
### Content Extraction
|
||||
|
||||
- **Text Content**: Extract readable text from web pages
|
||||
- **Links**: Follow and index linked pages
|
||||
- **Metadata**: Capture page titles, descriptions, and keywords
|
||||
- **Structured Data**: Extract data from tables and lists
|
||||
|
||||
### Crawl Management
|
||||
|
||||
- **Depth Control**: Set how many levels of links to follow
|
||||
- **Domain Restrictions**: Limit crawling to specific domains
|
||||
- **URL Patterns**: Include or exclude URLs by pattern
|
||||
- **Rate Limiting**: Control request frequency to avoid overloading servers
|
||||
|
||||
### Content Processing
|
||||
|
||||
- **Duplicate Detection**: Avoid indexing the same content twice
|
||||
- **Content Filtering**: Skip irrelevant pages (login, error pages, etc.)
|
||||
- **Format Conversion**: Convert HTML to clean, searchable text
|
||||
- **Language Detection**: Identify content language for proper indexing
|
||||
|
||||
## How to Use
|
||||
|
||||
### Starting a Crawl
|
||||
|
||||
To start crawling a website:
|
||||
|
||||
1. Provide the starting URL (seed URL)
|
||||
2. Configure crawl parameters (depth, limits)
|
||||
3. Start the crawl process
|
||||
4. Monitor progress and results
|
||||
|
||||
### Configuration Options
|
||||
|
||||
| Option | Description | Default |
|
||||
|--------|-------------|---------|
|
||||
| `max_depth` | How many link levels to follow | 3 |
|
||||
| `max_pages` | Maximum pages to crawl | 100 |
|
||||
| `delay` | Seconds between requests | 1 |
|
||||
| `same_domain` | Stay within starting domain | true |
|
||||
| `follow_external` | Follow links to other domains | false |
|
||||
|
||||
### URL Patterns
|
||||
|
||||
You can filter URLs using patterns:
|
||||
|
||||
**Include patterns:**
|
||||
- `/blog/*` - Only crawl blog pages
|
||||
- `/products/*` - Only crawl product pages
|
||||
|
||||
**Exclude patterns:**
|
||||
- `/admin/*` - Skip admin pages
|
||||
- `/login` - Skip login pages
|
||||
- `*.pdf` - Skip PDF files
|
||||
|
||||
## Best Practices
|
||||
|
||||
### Respectful Crawling
|
||||
|
||||
1. **Respect robots.txt**: Always check and honor robots.txt rules
|
||||
2. **Rate limiting**: Don't overload servers with too many requests
|
||||
3. **Identify yourself**: Use a proper user agent string
|
||||
4. **Off-peak hours**: Schedule large crawls during low-traffic times
|
||||
|
||||
### Efficient Crawling
|
||||
|
||||
1. **Start focused**: Begin with a specific section rather than entire site
|
||||
2. **Set limits**: Use reasonable depth and page limits
|
||||
3. **Filter content**: Exclude irrelevant sections early
|
||||
4. **Monitor progress**: Watch for errors and adjust as needed
|
||||
|
||||
### Content Quality
|
||||
|
||||
1. **Remove navigation**: Filter out repeated headers/footers
|
||||
2. **Extract main content**: Focus on the primary page content
|
||||
3. **Handle dynamic content**: Some sites require JavaScript rendering
|
||||
4. **Check encoding**: Ensure proper character encoding
|
||||
|
||||
## Common Crawl Scenarios
|
||||
|
||||
### Documentation Site
|
||||
|
||||
```
|
||||
Starting URL: https://docs.example.com/
|
||||
Depth: 4
|
||||
Include: /docs/*, /api/*
|
||||
Exclude: /changelog/*
|
||||
```
|
||||
|
||||
### Blog Archive
|
||||
|
||||
```
|
||||
Starting URL: https://blog.example.com/
|
||||
Depth: 2
|
||||
Include: /posts/*, /articles/*
|
||||
Exclude: /author/*, /tag/*
|
||||
```
|
||||
|
||||
### Product Catalog
|
||||
|
||||
```
|
||||
Starting URL: https://shop.example.com/products/
|
||||
Depth: 3
|
||||
Include: /products/*, /categories/*
|
||||
Exclude: /cart/*, /checkout/*
|
||||
```
|
||||
|
||||
## Understanding Results
|
||||
|
||||
### Crawl Statistics
|
||||
|
||||
After a crawl completes, you'll see:
|
||||
|
||||
- **Pages Crawled**: Total pages successfully processed
|
||||
- **Pages Skipped**: Pages excluded by filters
|
||||
- **Errors**: Pages that failed to load
|
||||
- **Time Elapsed**: Total crawl duration
|
||||
- **Content Size**: Total indexed content size
|
||||
|
||||
### Content Index
|
||||
|
||||
Crawled content is indexed and available for:
|
||||
|
||||
- Semantic search queries
|
||||
- Knowledge base answers
|
||||
- Document retrieval
|
||||
- AI-powered Q&A
|
||||
|
||||
## Troubleshooting
|
||||
|
||||
### Pages Not Crawling
|
||||
|
||||
- Check if URL is accessible (not behind login)
|
||||
- Verify robots.txt allows crawling
|
||||
- Ensure URL matches include patterns
|
||||
- Check for JavaScript-only content
|
||||
|
||||
### Slow Crawling
|
||||
|
||||
- Increase delay between requests if seeing errors
|
||||
- Reduce concurrent connections
|
||||
- Check network connectivity
|
||||
- Monitor server response times
|
||||
|
||||
### Missing Content
|
||||
|
||||
- Some sites require JavaScript rendering
|
||||
- Content may be loaded dynamically via AJAX
|
||||
- Check if content is within an iframe
|
||||
- Verify content isn't blocked by login wall
|
||||
|
||||
### Duplicate Content
|
||||
|
||||
- Enable duplicate detection
|
||||
- Use canonical URL handling
|
||||
- Filter URL parameters that don't change content
|
||||
|
||||
## Scheduled Crawling
|
||||
|
||||
Set up recurring crawls to keep content fresh:
|
||||
|
||||
- **Daily**: For frequently updated news/blog sites
|
||||
- **Weekly**: For documentation and knowledge bases
|
||||
- **Monthly**: For stable reference content
|
||||
|
||||
## Legal Considerations
|
||||
|
||||
Always ensure you have the right to crawl and index content:
|
||||
|
||||
- Check website terms of service
|
||||
- Respect copyright and intellectual property
|
||||
- Honor robots.txt directives
|
||||
- Don't crawl private or restricted content
|
||||
- Consider data protection regulations (GDPR, LGPD)
|
||||
|
||||
## Frequently Asked Questions
|
||||
|
||||
**Q: How do I crawl a site that requires login?**
|
||||
A: The crawler works best with public content. For authenticated content, consider using API integrations instead.
|
||||
|
||||
**Q: Can I crawl PDF documents?**
|
||||
A: Yes, PDFs can be downloaded and processed separately for text extraction.
|
||||
|
||||
**Q: How often should I re-crawl?**
|
||||
A: Depends on how frequently the site updates. News sites may need daily crawls; documentation might only need weekly or monthly.
|
||||
|
||||
**Q: What happens if a page moves or is deleted?**
|
||||
A: The crawler will detect 404 errors and can remove outdated content from the index.
|
||||
|
||||
**Q: Can I crawl multiple sites at once?**
|
||||
A: Yes, you can configure multiple seed URLs and the crawler will process them in sequence.
|
||||
|
||||
## Support
|
||||
|
||||
For crawling issues:
|
||||
|
||||
- Review crawl logs for error details
|
||||
- Check network and firewall settings
|
||||
- Verify target site is accessible
|
||||
- Contact your administrator for configuration help
|
||||
127
templates/default.gbai/default.gbkb/getting-started.md
Normal file
127
templates/default.gbai/default.gbkb/getting-started.md
Normal file
|
|
@ -0,0 +1,127 @@
|
|||
# Getting Started with General Bots
|
||||
|
||||
## Overview
|
||||
|
||||
Welcome to General Bots! This guide will help you understand the basic features available in your default bot installation.
|
||||
|
||||
## Available Features
|
||||
|
||||
### Calculator
|
||||
|
||||
Perform mathematical calculations by asking the bot to calculate expressions.
|
||||
|
||||
**Examples:**
|
||||
- "Calculate 25 * 4"
|
||||
- "What is 1500 / 12?"
|
||||
- "Calculate 15% of 200"
|
||||
|
||||
### Send Email
|
||||
|
||||
Send emails directly through the bot.
|
||||
|
||||
**How to use:**
|
||||
1. Say "Send email" or "Send an email"
|
||||
2. Provide the recipient's email address
|
||||
3. Enter the subject line
|
||||
4. Type your message content
|
||||
|
||||
**Example:**
|
||||
- "Send an email to john@example.com"
|
||||
- "I need to email my team"
|
||||
|
||||
### Send SMS
|
||||
|
||||
Send text messages to mobile phones.
|
||||
|
||||
**How to use:**
|
||||
1. Say "Send SMS" or "Send a text message"
|
||||
2. Provide the phone number (with country code)
|
||||
3. Enter your message
|
||||
|
||||
**Example:**
|
||||
- "Send SMS to +1234567890"
|
||||
- "Text message to my contact"
|
||||
|
||||
### Translation
|
||||
|
||||
Translate text between different languages.
|
||||
|
||||
**How to use:**
|
||||
1. Say "Translate" followed by the text
|
||||
2. Specify the target language
|
||||
|
||||
**Examples:**
|
||||
- "Translate 'Hello, how are you?' to Spanish"
|
||||
- "Translate this text to Portuguese"
|
||||
- "How do you say 'thank you' in French?"
|
||||
|
||||
### Weather
|
||||
|
||||
Get current weather information for any location.
|
||||
|
||||
**How to use:**
|
||||
1. Ask about the weather for a specific location
|
||||
|
||||
**Examples:**
|
||||
- "What's the weather in New York?"
|
||||
- "Weather forecast for London"
|
||||
- "Is it going to rain in Tokyo?"
|
||||
|
||||
## Tips for Better Interactions
|
||||
|
||||
### Be Specific
|
||||
The more specific your request, the better the bot can help you. Include relevant details like:
|
||||
- Email addresses for sending emails
|
||||
- Phone numbers with country codes for SMS
|
||||
- City names for weather queries
|
||||
|
||||
### Natural Language
|
||||
You can speak naturally to the bot. It understands various ways of asking for the same thing:
|
||||
- "Calculate 10 + 5" or "What is 10 plus 5?"
|
||||
- "Send email" or "I need to email someone"
|
||||
- "Translate to Spanish" or "How do you say this in Spanish?"
|
||||
|
||||
### Confirmation
|
||||
The bot will ask for confirmation before performing actions like sending emails or SMS to ensure accuracy.
|
||||
|
||||
## Extending Your Bot
|
||||
|
||||
This default template provides basic functionality. You can extend your bot by:
|
||||
|
||||
1. **Adding Knowledge Base**: Create `.md` files in the `.gbkb` folder to give your bot domain-specific knowledge
|
||||
2. **Creating Dialogs**: Add `.bas` files in the `.gbdialog` folder for custom conversations
|
||||
3. **Installing Templates**: Add pre-built templates for CRM, HR, helpdesk, and more
|
||||
4. **Connecting APIs**: Integrate external services for expanded functionality
|
||||
|
||||
## Frequently Asked Questions
|
||||
|
||||
**Q: How do I add more features to my bot?**
|
||||
A: Install additional templates or create custom dialog scripts in the `.gbdialog` folder.
|
||||
|
||||
**Q: Can the bot remember previous conversations?**
|
||||
A: Yes, the bot maintains context within a session. For persistent memory, use the memory features in custom dialogs.
|
||||
|
||||
**Q: What languages are supported?**
|
||||
A: The bot supports multiple languages for both interface and translation. Common languages include English, Portuguese, Spanish, French, German, and many others.
|
||||
|
||||
**Q: How do I change the bot's appearance?**
|
||||
A: Modify the `config.csv` file in the `.gbot` folder to change colors, logo, and title.
|
||||
|
||||
**Q: Is my data secure?**
|
||||
A: Yes, all communications are encrypted. Sensitive data like passwords should never be shared in chat.
|
||||
|
||||
## Getting Help
|
||||
|
||||
If you need assistance:
|
||||
- Ask the bot "Help" for available commands
|
||||
- Check the documentation at docs.pragmatismo.com.br
|
||||
- Contact support for technical issues
|
||||
|
||||
## Next Steps
|
||||
|
||||
1. Try out each feature to see how it works
|
||||
2. Explore the template library for pre-built solutions
|
||||
3. Customize your bot with your own knowledge base
|
||||
4. Create custom dialogs for your specific use cases
|
||||
|
||||
Welcome aboard, and enjoy using General Bots!
|
||||
236
templates/edu.gbai/edu.gbkb/student-guide.md
Normal file
236
templates/edu.gbai/edu.gbkb/student-guide.md
Normal file
|
|
@ -0,0 +1,236 @@
|
|||
# Student Guide
|
||||
|
||||
## Welcome to Our Educational Institution
|
||||
|
||||
This guide will help you navigate our services and make the most of your educational experience.
|
||||
|
||||
## Getting Started
|
||||
|
||||
### New Student Checklist
|
||||
|
||||
1. **Complete Registration**: Submit all required documents
|
||||
2. **Activate Your Account**: Set up your student portal access
|
||||
3. **Review Course Catalog**: Explore available courses and programs
|
||||
4. **Meet Your Advisor**: Schedule an initial advising session
|
||||
5. **Attend Orientation**: Learn about campus resources and policies
|
||||
|
||||
### Required Documents
|
||||
|
||||
- Official transcripts from previous institutions
|
||||
- Government-issued photo ID
|
||||
- Proof of residency (if applicable)
|
||||
- Vaccination records
|
||||
- Financial aid documentation (if applicable)
|
||||
|
||||
## Enrollment and Registration
|
||||
|
||||
### How to Enroll
|
||||
|
||||
1. Log into the student portal
|
||||
2. Select "Enrollment" or ask this assistant "Enroll in a course"
|
||||
3. Search for your desired course
|
||||
4. Check prerequisites and availability
|
||||
5. Add the course to your schedule
|
||||
6. Confirm enrollment
|
||||
|
||||
### Registration Periods
|
||||
|
||||
| Period | Dates | Who Can Register |
|
||||
|--------|-------|------------------|
|
||||
| Priority | 2 weeks before term | Seniors, Honors students |
|
||||
| General | 1 week before term | All students |
|
||||
| Late | First week of term | With advisor approval |
|
||||
| Add/Drop | First 2 weeks | All enrolled students |
|
||||
|
||||
### Prerequisites
|
||||
|
||||
Some courses require completion of other courses first. To check prerequisites:
|
||||
- View the course description in the catalog
|
||||
- Ask this assistant about specific course requirements
|
||||
- Consult with your academic advisor
|
||||
|
||||
## Academic Programs
|
||||
|
||||
### Degree Types
|
||||
|
||||
- **Certificate Programs**: 6-12 months, focused skills training
|
||||
- **Associate Degree**: 2 years, foundational education
|
||||
- **Bachelor's Degree**: 4 years, comprehensive education
|
||||
- **Master's Degree**: 1-2 years post-bachelor's
|
||||
- **Doctoral Degree**: 3-5 years post-master's
|
||||
|
||||
### Majors and Concentrations
|
||||
|
||||
Contact your academic advisor or ask this assistant to explore:
|
||||
- Available majors in your school
|
||||
- Concentration options within majors
|
||||
- Minor programs
|
||||
- Dual degree opportunities
|
||||
|
||||
## Class Schedules
|
||||
|
||||
### Viewing Your Schedule
|
||||
|
||||
Ask this assistant "My class schedule" or log into the student portal to see:
|
||||
- Course names and codes
|
||||
- Meeting times and locations
|
||||
- Instructor information
|
||||
- Important dates (exams, project due dates)
|
||||
|
||||
### Schedule Formats
|
||||
|
||||
| Format | Description | Best For |
|
||||
|--------|-------------|----------|
|
||||
| In-Person | Traditional classroom | Hands-on learning |
|
||||
| Online Synchronous | Live virtual classes | Remote with interaction |
|
||||
| Online Asynchronous | Self-paced online | Flexible schedules |
|
||||
| Hybrid | Mix of in-person and online | Balanced approach |
|
||||
|
||||
## Grades and Transcripts
|
||||
|
||||
### Grading Scale
|
||||
|
||||
| Grade | Points | Percentage |
|
||||
|-------|--------|------------|
|
||||
| A | 4.0 | 90-100% |
|
||||
| B | 3.0 | 80-89% |
|
||||
| C | 2.0 | 70-79% |
|
||||
| D | 1.0 | 60-69% |
|
||||
| F | 0.0 | Below 60% |
|
||||
|
||||
### Checking Your Grades
|
||||
|
||||
- Ask "Check my grades" to this assistant
|
||||
- Log into the student portal
|
||||
- View grade reports by term
|
||||
|
||||
### Requesting Transcripts
|
||||
|
||||
Official transcripts can be requested for:
|
||||
- Graduate school applications
|
||||
- Employment verification
|
||||
- Transfer to other institutions
|
||||
|
||||
Processing time: 3-5 business days
|
||||
|
||||
## Tuition and Financial Aid
|
||||
|
||||
### Payment Options
|
||||
|
||||
1. **Full Payment**: Pay entire balance before term starts
|
||||
2. **Payment Plan**: Spread payments across the term
|
||||
3. **Financial Aid**: Grants, scholarships, and loans
|
||||
4. **Employer Reimbursement**: Deferred payment with employer letter
|
||||
|
||||
### Financial Aid Types
|
||||
|
||||
- **Grants**: Free money based on need (no repayment)
|
||||
- **Scholarships**: Merit-based awards (no repayment)
|
||||
- **Work-Study**: Part-time campus employment
|
||||
- **Loans**: Borrowed funds (must be repaid)
|
||||
|
||||
### Important Deadlines
|
||||
|
||||
- FAFSA Priority Deadline: March 1
|
||||
- Scholarship Applications: Varies by award
|
||||
- Tuition Payment: 2 weeks before term start
|
||||
- Payment Plan Enrollment: 1 month before term
|
||||
|
||||
## Academic Support Services
|
||||
|
||||
### Tutoring
|
||||
|
||||
Free tutoring available for:
|
||||
- Writing assistance
|
||||
- Math and science help
|
||||
- Study skills coaching
|
||||
- Test preparation
|
||||
|
||||
### Library Services
|
||||
|
||||
- Research databases and journals
|
||||
- Study rooms (reservable)
|
||||
- Interlibrary loan
|
||||
- Research librarian consultations
|
||||
|
||||
### Academic Advising
|
||||
|
||||
Your advisor can help with:
|
||||
- Course selection
|
||||
- Degree planning
|
||||
- Career guidance
|
||||
- Academic concerns
|
||||
|
||||
## Campus Resources
|
||||
|
||||
### Student Services
|
||||
|
||||
- Career Center
|
||||
- Counseling Services
|
||||
- Health Center
|
||||
- Disability Services
|
||||
- International Student Office
|
||||
|
||||
### Technology Resources
|
||||
|
||||
- Campus WiFi (eduroam)
|
||||
- Computer labs
|
||||
- Software downloads
|
||||
- IT help desk
|
||||
|
||||
## Academic Policies
|
||||
|
||||
### Attendance
|
||||
|
||||
- Regular attendance is expected
|
||||
- Excessive absences may affect grades
|
||||
- Notify instructors of planned absences
|
||||
- Medical documentation may be required for extended absence
|
||||
|
||||
### Academic Integrity
|
||||
|
||||
All students must:
|
||||
- Submit original work
|
||||
- Properly cite sources
|
||||
- Not share exam answers
|
||||
- Report academic misconduct
|
||||
|
||||
Violations may result in course failure or dismissal.
|
||||
|
||||
### Withdrawal Policy
|
||||
|
||||
- Full refund: Before term starts
|
||||
- 75% refund: Week 1
|
||||
- 50% refund: Week 2
|
||||
- 25% refund: Week 3
|
||||
- No refund: After week 3
|
||||
|
||||
## Frequently Asked Questions
|
||||
|
||||
**Q: How do I change my major?**
|
||||
A: Schedule a meeting with an academic advisor to discuss requirements and submit a change of major form.
|
||||
|
||||
**Q: Can I take courses at another institution?**
|
||||
A: Yes, with prior approval. Submit a transient student form before registering elsewhere.
|
||||
|
||||
**Q: What is the minimum GPA requirement?**
|
||||
A: You must maintain a 2.0 GPA for good academic standing. Some programs require higher GPAs.
|
||||
|
||||
**Q: How do I appeal a grade?**
|
||||
A: First discuss with your instructor. If unresolved, submit a formal grade appeal within 30 days of grade posting.
|
||||
|
||||
**Q: Can I take a leave of absence?**
|
||||
A: Yes, submit a leave of absence request to the registrar. Leaves are typically approved for up to one year.
|
||||
|
||||
**Q: How do I get accommodations for a disability?**
|
||||
A: Contact Disability Services with documentation. They will work with you to arrange appropriate accommodations.
|
||||
|
||||
## Getting Help
|
||||
|
||||
For immediate assistance:
|
||||
- Ask this assistant any question
|
||||
- Visit the Student Services office
|
||||
- Email: studenthelp@institution.edu
|
||||
- Phone: 1-800-STU-DENT
|
||||
|
||||
We're here to support your academic success!
|
||||
205
templates/erp.gbai/erp.gbkb/inventory-management.md
Normal file
205
templates/erp.gbai/erp.gbkb/inventory-management.md
Normal file
|
|
@ -0,0 +1,205 @@
|
|||
# ERP Inventory Management Guide
|
||||
|
||||
## Overview
|
||||
|
||||
The ERP Inventory Management module provides comprehensive tools for managing stock levels, warehouse operations, purchasing, and inventory tracking across your organization.
|
||||
|
||||
## Core Functions
|
||||
|
||||
### Receive Inventory
|
||||
|
||||
Process incoming goods from purchase orders.
|
||||
|
||||
**Steps:**
|
||||
1. Enter the purchase order number
|
||||
2. System displays ordered items and quantities
|
||||
3. Enter actual quantities received for each item
|
||||
4. System updates stock levels and creates transaction records
|
||||
5. Notifications sent to relevant personnel
|
||||
|
||||
**Key Features:**
|
||||
- Automatic stock level updates
|
||||
- Variance tracking (ordered vs. received)
|
||||
- Cost tracking and average cost calculation
|
||||
- Receipt transaction logging
|
||||
|
||||
### Ship Inventory
|
||||
|
||||
Process outgoing shipments for sales orders.
|
||||
|
||||
**Steps:**
|
||||
1. Enter the sales order number
|
||||
2. System verifies stock availability
|
||||
3. If sufficient stock, shipment is created
|
||||
4. Stock levels are deducted
|
||||
5. Customer receives shipping notification
|
||||
|
||||
**Checks Performed:**
|
||||
- Stock availability verification
|
||||
- Reserved quantity validation
|
||||
- Backorder handling
|
||||
|
||||
### Check Stock
|
||||
|
||||
Query current inventory levels across warehouses.
|
||||
|
||||
**Information Displayed:**
|
||||
- Item name and code
|
||||
- Quantity on hand per warehouse
|
||||
- Available quantity (on hand minus reserved)
|
||||
- Total across all warehouses
|
||||
- Low stock warnings
|
||||
- Reorder recommendations
|
||||
|
||||
### Transfer Stock
|
||||
|
||||
Move inventory between warehouses.
|
||||
|
||||
**Process:**
|
||||
1. Select item to transfer
|
||||
2. Choose source warehouse
|
||||
3. Verify available quantity
|
||||
4. Enter transfer quantity
|
||||
5. Select destination warehouse
|
||||
6. System creates transfer records
|
||||
|
||||
**Tracking:**
|
||||
- Transfer numbers for audit trail
|
||||
- Out/In transaction pairs
|
||||
- Cost tracking maintained
|
||||
|
||||
### Cycle Count
|
||||
|
||||
Perform physical inventory counts and adjustments.
|
||||
|
||||
**Process:**
|
||||
1. Select warehouse to count
|
||||
2. System shows items and system quantities
|
||||
3. Enter physical counts for each item
|
||||
4. System calculates variances
|
||||
5. Automatic adjustments created
|
||||
6. Report sent to inventory manager
|
||||
|
||||
## Data Tables
|
||||
|
||||
### Items
|
||||
- Item code and name
|
||||
- Category and description
|
||||
- Unit of measure
|
||||
- Minimum stock level
|
||||
- Reorder point and quantity
|
||||
- Average cost and last cost
|
||||
|
||||
### Inventory Stock
|
||||
- Item reference
|
||||
- Warehouse location
|
||||
- Quantity on hand
|
||||
- Quantity reserved
|
||||
- Quantity available
|
||||
- Last movement date
|
||||
- Last counted date
|
||||
|
||||
### Inventory Transactions
|
||||
- Transaction type (receipt, shipment, transfer, adjustment)
|
||||
- Transaction number
|
||||
- Item and warehouse
|
||||
- Quantity and cost
|
||||
- Reference (PO, SO, etc.)
|
||||
- User and timestamp
|
||||
|
||||
### Warehouses
|
||||
- Warehouse code and name
|
||||
- Location address
|
||||
- Contact information
|
||||
- Capacity limits
|
||||
|
||||
## Alerts and Notifications
|
||||
|
||||
### Low Stock Alerts
|
||||
Triggered when available quantity falls below minimum stock level.
|
||||
|
||||
### Reorder Notifications
|
||||
Automatic task creation when stock reaches reorder point.
|
||||
|
||||
### Receipt Confirmations
|
||||
Email sent to buyer when purchase order is received.
|
||||
|
||||
### Shipment Notifications
|
||||
Customer notified when order ships with tracking information.
|
||||
|
||||
## Best Practices
|
||||
|
||||
### Daily Operations
|
||||
1. Process all receipts promptly
|
||||
2. Ship orders in FIFO sequence
|
||||
3. Review low stock alerts
|
||||
4. Address reorder recommendations
|
||||
|
||||
### Weekly Tasks
|
||||
1. Review inventory transaction reports
|
||||
2. Investigate any discrepancies
|
||||
3. Plan upcoming transfers
|
||||
4. Update reorder points as needed
|
||||
|
||||
### Monthly Tasks
|
||||
1. Conduct cycle counts by zone
|
||||
2. Review slow-moving inventory
|
||||
3. Analyze inventory turnover
|
||||
4. Adjust minimum stock levels
|
||||
|
||||
### Year-End
|
||||
1. Complete full physical inventory
|
||||
2. Reconcile all variances
|
||||
3. Review and adjust costs
|
||||
4. Archive transaction history
|
||||
|
||||
## Frequently Asked Questions
|
||||
|
||||
**Q: How is average cost calculated?**
|
||||
A: Average cost is recalculated with each receipt: (existing value + new receipt value) / total quantity.
|
||||
|
||||
**Q: Can I transfer reserved inventory?**
|
||||
A: No, only available (unreserved) inventory can be transferred.
|
||||
|
||||
**Q: What happens if I receive more than ordered?**
|
||||
A: The system accepts over-receipts and updates the PO line accordingly.
|
||||
|
||||
**Q: How do I handle damaged goods?**
|
||||
A: Use cycle count with an adjustment to remove damaged items, noting the reason.
|
||||
|
||||
**Q: Can I undo a shipment?**
|
||||
A: Contact your administrator to process a return receipt transaction.
|
||||
|
||||
**Q: How do I set up a new warehouse?**
|
||||
A: Add the warehouse to the warehouses table with code, name, and location details.
|
||||
|
||||
## Troubleshooting
|
||||
|
||||
### Purchase Order Not Found
|
||||
- Verify the PO number is correct
|
||||
- Check if PO status is "open" or "partial"
|
||||
- Ensure you have access to the vendor
|
||||
|
||||
### Insufficient Stock for Shipment
|
||||
- Check available quantity vs. ordered
|
||||
- Review reserved quantities
|
||||
- Consider warehouse transfers
|
||||
|
||||
### Cycle Count Variance
|
||||
- Verify physical count accuracy
|
||||
- Check for unprocessed receipts or shipments
|
||||
- Review recent transfers
|
||||
|
||||
### Transfer Failures
|
||||
- Verify source warehouse has stock
|
||||
- Check available (not reserved) quantity
|
||||
- Ensure destination warehouse is active
|
||||
|
||||
## Reports
|
||||
|
||||
Available inventory reports:
|
||||
- **Stock Status**: Current levels by item/warehouse
|
||||
- **Transaction History**: All movements for date range
|
||||
- **Aging Report**: Stock age by receipt date
|
||||
- **Valuation Report**: Inventory value by category
|
||||
- **Turnover Report**: Movement frequency analysis
|
||||
153
templates/law.gbai/law.gbkb/legal-services.md
Normal file
153
templates/law.gbai/law.gbkb/legal-services.md
Normal file
|
|
@ -0,0 +1,153 @@
|
|||
# Legal Services Guide
|
||||
|
||||
## Overview
|
||||
|
||||
The Legal Assistant helps law firms and legal departments manage cases, documents, and legal research. It provides quick access to case information and supports document analysis through AI-powered question answering.
|
||||
|
||||
## Features
|
||||
|
||||
### Case Management
|
||||
|
||||
**Loading a Case:**
|
||||
To load and query a legal case, provide the case number. The system will retrieve the associated documents and enable Q&A mode.
|
||||
|
||||
- Say "Load case 12345" or provide the case number when prompted
|
||||
- Once loaded, ask any questions about the case
|
||||
- Request summaries, key dates, parties involved, or specific details
|
||||
|
||||
**Case Documents:**
|
||||
- Case files are stored as PDFs named `case-{number}.pdf`
|
||||
- Documents are indexed for semantic search
|
||||
- Full-text search across all case materials
|
||||
|
||||
### Document Analysis
|
||||
|
||||
Once a case is loaded, you can:
|
||||
|
||||
- **Get Summaries**: "Summarize this case" or "What is this case about?"
|
||||
- **Find Specific Information**: "Who are the defendants?" or "What are the key dates?"
|
||||
- **Legal Research**: "What precedents are cited?" or "What is the legal basis?"
|
||||
- **Extract Details**: "List all exhibits" or "What evidence was presented?"
|
||||
|
||||
## Case Types Supported
|
||||
|
||||
### Civil Litigation
|
||||
- Contract disputes
|
||||
- Personal injury
|
||||
- Property disputes
|
||||
- Employment matters
|
||||
- Consumer protection
|
||||
|
||||
### Corporate Law
|
||||
- Mergers and acquisitions
|
||||
- Corporate governance
|
||||
- Shareholder disputes
|
||||
- Compliance matters
|
||||
|
||||
### Family Law
|
||||
- Divorce proceedings
|
||||
- Child custody
|
||||
- Adoption
|
||||
- Estate planning
|
||||
|
||||
### Criminal Law
|
||||
- Defense preparation
|
||||
- Evidence review
|
||||
- Case analysis
|
||||
|
||||
### Administrative Law
|
||||
- Regulatory compliance
|
||||
- Government proceedings
|
||||
- License and permit matters
|
||||
|
||||
## Working with Legal Documents
|
||||
|
||||
### Document Types
|
||||
- Court filings
|
||||
- Contracts and agreements
|
||||
- Correspondence
|
||||
- Evidence documentation
|
||||
- Expert reports
|
||||
- Discovery materials
|
||||
|
||||
### Document Organization
|
||||
Cases are organized with the following structure:
|
||||
- Case number as the primary identifier
|
||||
- Related documents linked to the case
|
||||
- Chronological organization of filings
|
||||
- Party-specific document grouping
|
||||
|
||||
## Best Practices
|
||||
|
||||
### Case Research
|
||||
1. Load the case before asking questions
|
||||
2. Start with a summary to understand the overall matter
|
||||
3. Drill down into specific areas of interest
|
||||
4. Cross-reference with related cases when needed
|
||||
|
||||
### Document Review
|
||||
1. Review key documents first (complaints, answers, orders)
|
||||
2. Use specific questions to extract relevant information
|
||||
3. Request citations for important claims
|
||||
4. Verify critical details against source documents
|
||||
|
||||
### Confidentiality
|
||||
- All case information is handled confidentially
|
||||
- Access is restricted to authorized users
|
||||
- No case details are shared across matters
|
||||
- Audit logs track all document access
|
||||
|
||||
## Frequently Asked Questions
|
||||
|
||||
**Q: How do I load a case?**
|
||||
A: Provide the case number when prompted, or say "Load case [number]".
|
||||
|
||||
**Q: What if a case is not found?**
|
||||
A: Verify the case number is correct. The case document must exist in the system as `case-{number}.pdf`.
|
||||
|
||||
**Q: Can I compare multiple cases?**
|
||||
A: Load each case separately and take notes. The system handles one case context at a time.
|
||||
|
||||
**Q: How accurate are the AI responses?**
|
||||
A: The AI provides information based on the loaded documents. Always verify critical information against the source documents.
|
||||
|
||||
**Q: Can I search across all cases?**
|
||||
A: Contact your administrator for cross-case search capabilities.
|
||||
|
||||
**Q: Are my queries logged?**
|
||||
A: Yes, for security and audit purposes, all case access and queries are logged.
|
||||
|
||||
## Legal Research Tips
|
||||
|
||||
### Effective Questions
|
||||
- Be specific: "What was the ruling on the motion to dismiss?" vs. "What happened?"
|
||||
- Ask for sources: "What evidence supports the plaintiff's claim?"
|
||||
- Request timelines: "What is the chronology of events in this case?"
|
||||
|
||||
### Understanding Responses
|
||||
- Responses are based on document content
|
||||
- AI may indicate when information is unclear or missing
|
||||
- Always cite original sources in official work
|
||||
|
||||
## Document Templates
|
||||
|
||||
The system includes templates for common legal documents:
|
||||
- Demand letters
|
||||
- Motion templates
|
||||
- Contract templates
|
||||
- Legal memoranda
|
||||
- Client correspondence
|
||||
|
||||
Access templates by asking "Show templates" or specifying the document type needed.
|
||||
|
||||
## Support
|
||||
|
||||
For technical issues:
|
||||
- Contact your IT administrator
|
||||
- Report document loading problems
|
||||
- Request access to additional case files
|
||||
|
||||
For legal questions:
|
||||
- Consult with supervising attorneys
|
||||
- Verify AI responses with primary sources
|
||||
- Use professional judgment in all matters
|
||||
Loading…
Add table
Reference in a new issue