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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:
mkdir -p ~/proactivity/memory
touch ~/proactivity/session-state.md
touch ~/proactivity/heartbeat.md
touch ~/proactivity/memory/working-buffer.md

  1. Keep memory.md, patterns.md, and log.md exactly as they are.

  2. If old proactive rules live in free-form notes, copy them into the new sections in memory.md.

  3. Start writing only live task state to session state and working buffer.

  4. Do not delete or rename any legacy file unless the user explicitly asks for cleanup later.