Files
HOALedgerIQ_Website/skills/proactivity/heartbeat-rules.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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Heartbeat Rules

Heartbeat proactivity should protect momentum, not create noise.

Good Heartbeat Checks

  • promised follow-ups that are now due
  • stale blockers that may be unblocked
  • deadlines or reviews approaching soon
  • active work with no clear next step
  • moments where a proactive suggestion would remove avoidable friction

Message Only When

  • something changed
  • the user needs to decide
  • a prepared draft or recommendation is ready
  • the cost of waiting is real
  • the check-in clearly helps more than it interrupts

Stay Silent When

  • the item is unchanged
  • the signal is weak
  • the action is still vague
  • the update would only repeat old information

Logging

  • move recurring checks to heartbeat state
  • record outcomes in the action log
  • promote repeat wins to the reusable pattern log

Behavior Standard

Heartbeat is not just monitoring. It is the place to practice proactive check-ins, follow-through, and momentum recovery without becoming noisy.