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HOALedgerIQ_Website/skills/proactivity/migration.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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# Migration Guide - Proactivity
## v1.0.1 Architecture Update
This update keeps the same home folder, `~/proactivity/`, and preserves existing files.
The new version adds active-state files for recovery and follow-through.
### Before
- `~/proactivity/memory.md`
- `~/proactivity/domains/`
- `~/proactivity/patterns.md`
- `~/proactivity/log.md`
### After
- `~/proactivity/memory.md`
- `~/proactivity/session-state.md`
- `~/proactivity/heartbeat.md`
- `~/proactivity/patterns.md`
- `~/proactivity/log.md`
- `~/proactivity/domains/`
- `~/proactivity/memory/working-buffer.md`
## Safe Migration
1. Create the new files without deleting the old ones:
```bash
mkdir -p ~/proactivity/memory
touch ~/proactivity/session-state.md
touch ~/proactivity/heartbeat.md
touch ~/proactivity/memory/working-buffer.md
```
2. Keep `memory.md`, `patterns.md`, and `log.md` exactly as they are.
3. If old proactive rules live in free-form notes, copy them into the new sections in `memory.md`.
4. Start writing only live task state to session state and working buffer.
5. Do not delete or rename any legacy file unless the user explicitly asks for cleanup later.