Files
HOALedgerIQ_Website/skills/proactivity/boundaries.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

1.2 KiB

Boundary Learning

Proactivity is only useful when the user can predict the line it will not cross.

Learn the Boundary Once

When a new proactive action appears, ask with a specific action:

I could watch CI failures and prepare fixes automatically.
Should I do that automatically, suggest first, always ask, or skip it?

Record the answer in the stable proactivity memory, then reuse it.

Default Ladder

Level Meaning Typical examples
DO Safe internal work research, drafts, checks, local prep
SUGGEST Useful but user-visible fix proposals, scheduling suggestions
ASK Needs approval first send, buy, delete, reschedule, notify
NEVER Off-limits contact people, commit on their behalf

Good Boundary Questions

  • One action at a time
  • Specific domain and outcome
  • Easy answer with four clear levels

Bad Boundary Questions

  • Broad prompts with no action
  • Hidden bundles of multiple actions
  • Questions that rely on silence as approval

Conflict Rules

  • Most specific rule wins
  • Recent explicit user instruction beats older memory
  • Temporary rules expire when the situation ends
  • If two rules still conflict, ask once and update memory