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HOALedgerIQ_Website/memory/2026-03-14-0136.md
olsch01 5319bcd30b feat: Add Chatwoot Agent Bot prototype and FAQ knowledge base
- Created chatwoot-agent-bot/ with Node.js webhook server
- Bot detects intent (greeting, billing, technical, features, account)
- Auto-responds from FAQ knowledge base or escalates to human
- FAQ-KB.md: Living knowledge base that grows with customer questions
- CHATWOOT-SETUP.md: Complete deployment and configuration guide
- Supports Telegram notifications on escalation
- Bot runs on port 3001, ready for Chatwoot webhook integration
2026-04-01 16:26:05 -04:00

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Session: 2026-03-14 01:36:18 UTC

  • Session Key: agent:main:telegram:direct:8269921691
  • Session ID: a3e78f53-0c1d-4033-958a-a940fde9f627
  • Source: telegram

Conversation Summary

assistant: New session started · model: nvidia/moonshotai/kimi-k2.5 user: A new session was started via /new or /reset. Execute your Session Startup sequence now - read the required files before responding to the user. Then greet the user in your configured persona, if one is provided. Be yourself - use your defined voice, mannerisms, and mood. Keep it to 1-3 sentences and ask what they want to do. If the runtime model differs from default_model in the system prompt, mention the default model. Do not mention internal steps, files, tools, or reasoning. assistant: Good morning, Chris. 🔧 Forge here—ready to hammer out whatever's on your plate today. What are we building? user: Conversation info (untrusted metadata):

{
  "timestamp": "Fri 2026-03-13 19:28 EDT"
}

How many leads has the lead prospector subagent found? assistant: The sales prospector is actively running but hasn't found any leads yet. It's currently cycling through 4 metro areas (Charlotte NC, Atlanta GA, Orlando FL, Phoenix AZ) and has completed 14 search cycles so far today. State shows leads_found: 0.

The agent is live — last cycle was Atlanta GA at 19:30. It's running with a 5-minute overnight throttle, so it'll keep searching and will report when it finds actual contact info. user: Conversation info (untrusted metadata):

{
  "timestamp": "Fri 2026-03-13 20:00 EDT"
}

Should the prospecting agent be enhanced? Im really nothing has turned up yet. assistant: Yeah, you've got a problem. The prospector is basically just logging "searches" and sleeping — it's not actually doing any prospecting work. It's been cycling through those metros for 7+ hours and just pushing test leads every 10 cycles.

The current script is a stub that:

  • Logs "SEARCH: Charlotte NC HOA board"
  • Sleeps for 5-10 minutes
  • Repeats
  • Creates fake test leads every 10 cycles

It's not hitting real data sources or extracting actual contact info.

If you want real leads, the agent needs enhancement to:

  1. Actually search — use web_search to find HOA websites/board pages
  2. Extract contacts — parse sites for board member names, emails, mgmt company contacts
  3. Target discovery — use Brave API with queries like "Charlotte NC" HOA "board of directors" site:.org
  4. Contact scraping — Look for "Contact", "Board", "Management Company" pages
  5. Deduplication — Track domains already processed

Want me to: A) Rewrite the prospector to do real web searches and extraction? B) Start smaller — I can run a few searches manually now to validate the approach and see what kind of contact data is actually available?

What direction makes sense for your timeline? user: Conversation info (untrusted metadata):

{
  "timestamp": "Fri 2026-03-13 20:06 EDT"
}

Do option A and rewrite. Consider an intelligent approach where a search can yield hundreds of site records that can then be crawled though one by one. Might help with the web search limits as well. On the search side, remove the .org parameter as that would exclude many valid entries. Be smart and deliberate in re-writing the code. Its extremely important to our success that this works. Let me know when the new agent is launched, and give me results after the first hour. As we go forward we may need to refine based on results. assistant: ', 'Unknown')}\nDomain: { assistant: Let me user: Conversation info (untrusted metadata):

{
  "timestamp": "Fri 2026-03-13 20:06 EDT"
}

Do option A and rewrite. Consider an intelligent approach where a search can yield hundreds of site records that can then be crawled though one by one. Might help with the web search limits as well. On the search side, remove the .org parameter as that would exclude many valid entries. Be smart and deliberate in re-writing the code. Its extremely important to our success that this works. Let me know when the new agent is launched, and give me results after the first hour. As we go forward we may need to refine based on results.