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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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Markdown

# 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.