botserver/ROADMAP.md
Rodrigo Rodriguez (Pragmatismo) 50eae38d36 Looking at this diff, I can see it's a comprehensive documentation
update and code refactoring focused on:

1. Adding new documentation pages to the table of contents
2. Restructuring the bot templates documentation
3. Changing keyword syntax from underscore format to space format (e.g.,
   `SET_BOT_MEMORY` → `SET BOT MEMORY`)
4. Updating compiler and keyword registration to support the new
   space-based syntax
5. Adding new keyword modules (social media, lead scoring, templates,
   etc.)

Refactor BASIC keywords to use spaces instead of underscores

Change keyword syntax from underscore format (SET_BOT_MEMORY) to more
natural space-separated format (SET BOT MEMORY) throughout the codebase.

Key changes:
- Update Rhai custom syntax registration to use space tokens
- Simplify compiler preprocessing (fewer replacements needed)
- Update all template .bas files to use new syntax
- Expand documentation with consolidated examples and new sections
- Add new keyword modules: social_media, lead_scoring, send_template,
  core_functions, qrcode, sms, procedures, import_export, llm_macros,
  on_form_submit
2025-11-30 10:53:59 -03:00

14 KiB

General Bots Roadmap

🎯 Vision: The Free Open Source Enterprise AI Suite

General Bots = Office Suite + Multi-LLM AI + Research Engine + Security AI + Autonomous Agents

All of these capabilities, completely FREE and open source.


🏆 What We Have Today

Core Platform (Production Ready)

Feature Status Description
Conversational AI Complete Multi-turn dialogs with any LLM provider
Multi-LLM Support Complete Connect to any LLM API (local or cloud)
Knowledge Base (RAG) Complete Document indexing and semantic search
BASIC + LLM Scripting Complete Simple programming for everyone
Tool/Function Calling Complete MCP and custom tool support
Multi-Channel Messaging Complete WhatsApp, Telegram, Web, SMS
Email Integration Complete Send, receive, and process emails
File Storage (.gbdrive) Complete Cloud-native file management
Document Processing Complete PDF, Word, Excel, images
Scheduling & Jobs Complete Cron-based automation
Web UI (HTMX) Complete Modern, responsive interface
REST API Complete Full API for integrations
Database (PostgreSQL) Complete Enterprise-grade storage
Vector Search (Qdrant) Complete Semantic similarity search
Template System Complete Pre-built business applications

BASIC Keywords Implemented

Category Keywords
Dialog TALK, HEAR, WAIT, PRINT
Memory SET, GET, SET BOT MEMORY, GET BOT MEMORY
AI LLM, SET CONTEXT, USE KB, USE TOOL
Data SAVE, FIND, FILTER, AGGREGATE, JOIN, MERGE
HTTP GET, POST, PUT, PATCH, DELETE HTTP, GRAPHQL, SOAP
Files READ, WRITE, COPY, MOVE, UPLOAD, DOWNLOAD
Email SEND MAIL, CREATE DRAFT
Control FOR EACH, WHILE/WEND, IF/THEN/ELSE, SWITCH/CASE
Procedures SUB, FUNCTION, CALL, RETURN
Events ON, WEBHOOK, SET SCHEDULE
Social POST TO (Instagram, Facebook, LinkedIn)

Templates Ready

Template Category Purpose
Employee Management HR Full employee CRUD
IT Helpdesk IT Ticket management
Sales Pipeline CRM Deal tracking
Contact Directory CRM Contact management
Default Core Starter template
Announcements Comms Company news

🚀 What We're Building

Phase 1: Marketing Automation (Q1 2025)

Goal: Complete inbound marketing and lead generation platform

Feature Target Description
Landing Pages 🔄 In Progress CREATE SITE keyword for landing pages
Lead Capture Forms 📋 Planned Embedded forms with validation
Lead Scoring 📋 Planned AI-powered lead qualification
Email Campaigns 📋 Planned Drip campaigns with templates
Social Media Posting 📋 Planned POST TO Instagram, Facebook, LinkedIn
Analytics Dashboard 📋 Planned Conversion tracking and ROI
A/B Testing 📋 Planned Landing page optimization
CRM Integration Complete Pipeline and contact management

Landing Page Plan (CREATE SITE Enhancement)

' Create a landing page with AI
CREATE SITE "promo-jan" WITH TEMPLATE "landing-page" USING PROMPT "
  Create a landing page for our January promotion.
  Product: Enterprise AI Suite
  Offer: 30% discount for early adopters
  CTA: Schedule a demo
"

' Capture leads from the landing page
ON FORM SUBMIT "promo-jan"
  SAVE "leads.csv", name, email, phone, source
  SEND MAIL email, "Welcome!", "Thank you for your interest..."
  ADD TO CAMPAIGN email, "nurture-sequence"
END ON

Phase 2: Social Media Integration (Q1 2025)

Goal: Unified social media management

Feature Target Description
POST TO Instagram 📋 Planned Post images and stories
POST TO Facebook 📋 Planned Posts, stories, and pages
POST TO LinkedIn 📋 Planned Articles and updates
POST TO Twitter/X 📋 Planned Tweets and threads
Content Calendar 📋 Planned Schedule posts in advance
Engagement Tracking 📋 Planned Likes, comments, shares
AI Content Generation 📋 Planned LLM-powered post creation

Social Media Keywords Plan

' Post to Instagram
POST TO INSTAGRAM image, "Check out our new feature! #AI #Automation"

' Post to multiple platforms
POST TO "instagram,facebook,linkedin" image, caption

' Schedule a post
POST TO INSTAGRAM AT "2025-02-01 10:00" image, caption

' Get engagement metrics
metrics = GET INSTAGRAM METRICS "post-id"
TALK "Likes: " + metrics.likes + ", Comments: " + metrics.comments

Phase 3: Enterprise Office Suite (Q2 2025)

Goal: Complete office productivity replacement

Feature Target Description
Calendar Integration 🔄 In Progress Event management
Task Management 🔄 In Progress To-do lists and projects
Contact Management Complete Directory and CRM
Meeting Scheduling 📋 Planned Booking and availability
Video Calls 📋 Planned WebRTC integration
Real-time Collaboration 📋 Planned Shared documents
Spreadsheet Engine 📋 Planned Excel-compatible
Document Editor 📋 Planned Word-compatible

Phase 4: AI Autonomy (Q2 2025)

Goal: Autonomous agent capabilities

Feature Target Description
Autonomous Agents 📋 Planned Self-directing AI workflows
Multi-Step Planning 📋 Planned Complex task decomposition
Self-Correcting Workflows 📋 Planned Error recovery
Memory Persistence 📋 Planned Long-term memory
Goal Decomposition 📋 Planned Break down objectives

Phase 5: Security Suite (Q3 2025)

Goal: Enterprise security and compliance

Feature Target Description
AI Content Filtering 📋 Planned Content moderation
Threat Detection 📋 Planned Security monitoring
Compliance Automation 📋 Planned GDPR, LGPD, SOC2
Audit Logging Complete Full activity tracking
Data Loss Prevention 📋 Planned Sensitive data protection
Access Control Complete Role-based permissions

Phase 6: Research & Discovery (Q4 2025)

Goal: Deep research capabilities

Feature Target Description
Web Search Integration 📋 Planned Real-time web search
Citation Generation 📋 Planned Academic references
Source Verification 📋 Planned Fact-checking
Knowledge Graphs 📋 Planned Entity relationships
Academic Search 📋 Planned Papers and research

📁 Template Expansion Plan

50 Templates Target

Category Count Status
HR & People 5 1
IT & Support 5 1
CRM & Sales 6 2
Finance 6 📋 Planned
Operations 5 📋 Planned
Healthcare 5 📋 Planned
Education 4 📋 Planned
Real Estate 4 📋 Planned
Events 4 📋 Planned
Nonprofit 5 📋 Planned
Marketing 6 📋 Planned

New Marketing Templates

# Template Folder Key Files
51 Landing Page Builder marketing/landing-pages.gbai start.bas, create-page.bas, capture-lead.bas
52 Email Campaigns marketing/campaigns.gbai start.bas, create-campaign.bas, send-campaign.bas
53 Lead Nurturing marketing/nurturing.gbai start.bas, add-to-sequence.bas, nurture-jobs.bas
54 Social Media Manager marketing/social.gbai start.bas, post-content.bas, schedule-post.bas
55 Analytics Dashboard marketing/analytics.gbai start.bas, track-conversion.bas, report.bas
56 A/B Testing marketing/ab-testing.gbai start.bas, create-test.bas, analyze-results.bas

🔧 Technical Improvements

New Keywords Needed

Marketing & Social Media

Keyword Syntax Description
POST TO POST TO "instagram" image, caption Post to social platforms
GET METRICS metrics = GET INSTAGRAM METRICS "id" Get engagement data
CREATE LANDING PAGE CREATE LANDING PAGE "name" WITH template Build landing pages
ADD TO CAMPAIGN ADD TO CAMPAIGN email, "campaign-name" Add to email sequence
TRACK CONVERSION TRACK CONVERSION "campaign", "event" Track marketing events

Classic BASIC Functions (Priority)

Function Syntax Description
LEN length = LEN(string) String length
LEFT result = LEFT(string, n) Left substring
RIGHT result = RIGHT(string, n) Right substring
MID result = MID(string, start, length) Middle substring
TRIM result = TRIM(string) Remove whitespace
UCASE result = UCASE(string) Uppercase
LCASE result = LCASE(string) Lowercase
REPLACE result = REPLACE(string, old, new) Replace substring
SPLIT array = SPLIT(string, delimiter) Split into array
VAL number = VAL(string) String to number
STR string = STR(number) Number to string
ROUND result = ROUND(number, decimals) Round number
ABS result = ABS(number) Absolute value
NOW datetime = NOW() Current date/time
TODAY date = TODAY() Current date
DATEADD date = DATEADD(date, n, "day") Add to date
DATEDIFF days = DATEDIFF(date1, date2, "day") Date difference
YEAR year = YEAR(date) Extract year
MONTH month = MONTH(date) Extract month
DAY day = DAY(date) Extract day
ISNULL result = ISNULL(value) Check if null
ARRAY arr = ARRAY(1, 2, 3) Create array
UBOUND size = UBOUND(array) Array size
SORT sorted = SORT(array) Sort array
UNIQUE distinct = UNIQUE(array) Remove duplicates
MAX maximum = MAX(array) Maximum value
MIN minimum = MIN(array) Minimum value

Error Handling

Keyword Syntax Description
ON ERROR GOTO ON ERROR GOTO handler Error handler
TRY...CATCH TRY ... CATCH e ... END TRY Structured errors
THROW THROW "error message" Raise error

Infrastructure

Item Status Description
Clustering 📋 Planned Multi-node deployment
Edge Deployment 📋 Planned Run on edge devices
Offline Mode 📋 Planned Local-only operation
Mobile App 📋 Planned Native mobile client
Desktop App 🔄 Tauri Desktop wrapper

🤝 Community Goals

Documentation

  • Complete keyword reference (all keywords)
  • Video tutorials for each template
  • Interactive playground
  • Cookbook with recipes
  • Localization (10 languages)

Ecosystem

  • Plugin marketplace
  • Template sharing hub
  • Community templates
  • Integration directory
  • Certification program

💡 Why General Bots?

The Problem

Enterprise software costs thousands per user per year:

  • Office Suite: $10-60/user/month
  • AI Assistant: $20-30/user/month
  • Marketing Automation: $50-300/month
  • CRM: $25-150/user/month
  • Total: $100-500/user/month

For 100 users = $120,000-600,000/year

The Solution

General Bots provides the same capabilities:

  • Cost: $0 (open source)
  • Data ownership: 100% yours
  • Customization: Unlimited
  • AI provider: Your choice
  • Deployment: Anywhere

The Difference

Aspect Enterprise SaaS General Bots
Cost $ Free
Data Their cloud Your control
Vendor lock-in High None
Customization Limited Unlimited
AI Models Fixed Any provider
Open Source No Yes (AGPL)

📊 Success Metrics

2025 Goals

Metric Target
GitHub Stars 10,000
Active Deployments 5,000
Community Templates 100
Contributors 50
Documentation Pages 500
Languages Supported 10

🗺️ How to Contribute

Code Contributions

  1. Pick an item from this roadmap
  2. Open an issue to discuss
  3. Submit a PR with tests
  4. Get reviewed and merged

Non-Code Contributions

  • Write documentation
  • Create templates
  • Report bugs
  • Answer questions
  • Translate docs
  • Share on social media

Priority Areas

  1. Marketing Keywords - POST TO, tracking, campaigns
  2. Classic BASIC Functions - LEN, LEFT, RIGHT, MID, etc.
  3. Templates - Create business templates
  4. Documentation - Write guides and tutorials
  5. Localization - Translate to more languages

📅 Release Schedule

Version Date Focus
v5.0 Q1 2025 Marketing automation, Social media
v5.1 Q2 2025 Office suite, Agent capabilities
v5.2 Q3 2025 Security features
v5.3 Q4 2025 Research features
v6.0 Q1 2026 Enterprise complete

🌟 The Dream

"Every organization, regardless of size or budget, deserves enterprise-grade AI capabilities."

General Bots makes this possible by providing:

  1. Free software - No licensing costs
  2. Open source - Full transparency
  3. Self-hosted - Your data, your servers
  4. Extensible - Add what you need
  5. Community-driven - Built together

Join us in democratizing enterprise AI.


Last updated: 2025

"BASIC for AI, AI for Everyone"