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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

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# 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:
```text
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