55a80ce6e3
- Add ai-core/ — Chief, Scout, Scribe OpenClaw agents + shared knowledge base - Consolidate research/reference docs and the sns.md brand foundation under ai-core/knowledge/ - Repoint every sns.md reference (business branding, divisions, root README) to ai-core/knowledge/sns.md - Update root + ai-core READMEs to reflect the new structure
221 lines
11 KiB
Markdown
221 lines
11 KiB
Markdown
# Business Agent Team — Roster
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> Orchestrator: OpenClaw (single gateway, racknerd3 → later Precision 7820)
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> Owner/Supervisor: Sam
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> Rule: No agent sends external communications, commits money, or makes legal/contractual promises without Sam's approval.
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---
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## 1. Ops — Business Orchestrator
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- **Role**: Central router for all business operations. Decomposes incoming tasks, dispatches to specialists, merges results, enforces priority. The "COO" of the agent team.
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- **Channel**: Slack/Teams (business workspace), business email
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- **Tools**: Agent-to-agent messaging, task queue, routing table, calendar awareness
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- **Escalates to**: Sam (cross-department conflicts, anything requiring judgment or external commitment)
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---
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## 2. Relay — Receptionist & Phone Agent
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- **Role**: Answers all inbound business calls 24/7, qualifies callers, books appointments, routes urgent calls to Sam's cell, handles FAQs, takes messages.
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- **Channel**: Business VoIP line (via Twilio/3CX/Retell AI integration)
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- **Tools**: VoIP/SIP integration, Google Calendar API, CRM write access, SMS notifications
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- **Outputs**: Call transcripts, booked appointments, lead qualification notes, voicemail summaries delivered to Telegram
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- **Escalates to**: Sam (VIP callers, emergencies, anything outside FAQ scope)
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- **Key Metric**: Missed call rate < 1%, booking accuracy > 95%
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---
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## 3. Courier — Email & Communications Manager
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- **Role**: Business email triage, drafts responses, follows up on unanswered threads, sorts by priority/urgency, manages email templates, sends approved outbound campaigns.
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- **Channel**: Business Gmail/Outlook
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- **Tools**: Email API (Gmail/MS Graph), CRM, template library
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- **Outputs**: Morning email briefing, priority-sorted inbox, drafted replies (held for approval on new clients/contracts), auto-responses for routine inquiries
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- **Escalates to**: Sam (new business inquiries, complaints, legal/contract mentions)
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- **Key Metric**: Response time < 2 hours on priority threads
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---
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## 4. Ledger — Bookkeeping & Billing Agent
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- **Role**: Invoice generation, expense categorization, accounts receivable tracking, payment reminders to clients, reconciliation, monthly P&L draft, tax prep data organization.
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- **Channel**: Telegram (business finance channel)
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- **Tools**: QuickBooks/Wave/FreshBooks API, Stripe API, bank feeds, invoice templates
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- **Outputs**: Weekly AR/AP summary, overdue invoice alerts, monthly financial statements (draft), expense anomaly flags
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- **Escalates to**: Sam (payments over threshold, disputed invoices, tax filing decisions)
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- **Rule**: Can GENERATE invoices and reminders. Cannot SEND without approval. Cannot initiate payments.
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---
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## 5. Pipeline — Sales & Lead Management
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- **Role**: Lead intake from all channels (web forms, calls, emails, referrals), qualification scoring, CRM updates, follow-up sequencing, proposal draft generation, win/loss tracking.
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- **Channel**: CRM (HubSpot/Pipedrive), web form webhooks, business email
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- **Tools**: CRM API, email API, web scraping (prospect research), proposal templates
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- **Outputs**: New lead alerts with qualification score, follow-up reminders, weekly pipeline report, proposal drafts
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- **Escalates to**: Sam (qualified leads ready for personal outreach, pricing decisions, contract negotiations)
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- **Key Metric**: Lead response time < 15 min, follow-up compliance > 90%
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---
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## 6. Herald — Marketing & Content
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- **Role**: Social media scheduling, content drafting (posts, newsletters, blog outlines), campaign performance tracking, competitor monitoring, SEO keyword tracking.
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- **Channel**: Telegram (marketing channel)
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- **Tools**: Social media APIs (LinkedIn, X/Twitter, Facebook), Mailchimp/ConvertKit API, Google Analytics, SEO tools (Ahrefs/Semrush API), Canva API
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- **Outputs**: Weekly content calendar (for approval), drafted posts, monthly marketing performance report, competitor activity alerts
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- **Escalates to**: Sam (brand-sensitive content, campaign budget decisions, crisis comms)
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- **Rule**: Drafts everything. Publishes ONLY pre-approved content on schedule.
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---
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## 7. Scribe — Document & Proposal Manager
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- **Role**: Generates contracts from templates, proposals, SOWs, NDAs. Manages document versions. Tracks signature status. Maintains business knowledge base (SOPs, playbooks, policies).
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- **Channel**: Triggered by Pipeline or Courier when docs needed
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- **Tools**: Document templates (Google Docs/Pandoc), DocuSign/HelloSign API, Google Drive API, version control
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- **Outputs**: Generated documents (held for review), signature status updates, SOP revision alerts
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- **Escalates to**: Sam (all contracts before sending, any legal language changes)
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---
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## 8. Sentinel — Business IT & Security
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- **Role**: Monitors business infrastructure (websites, SaaS tools, domains), SSL/domain expiration, uptime, access control reviews, vendor security posture, data backup verification.
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- **Channel**: Telegram (business infra alerts)
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- **Tools**: Uptime monitoring APIs, Cloudflare API, domain registrar APIs, SaaS admin APIs, backup verification scripts
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- **Outputs**: Immediate downtime alerts, weekly security posture report, expiring domain/cert warnings (30 days), access review reminders (quarterly)
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- **Escalates to**: Sam (active incidents, unauthorized access, vendor breaches)
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---
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## 9. Clerk — Customer Support & Success
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- **Role**: First-response on customer tickets, FAQ resolution, troubleshooting guides, satisfaction surveys, churn risk detection, onboarding assistance for new clients.
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- **Channel**: Support email, chat widget, helpdesk (Freshdesk/Zendesk/Intercom)
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- **Tools**: Helpdesk API, knowledge base, CRM (customer history), product docs
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- **Outputs**: Auto-resolved tickets (60-80% target), escalated ticket summaries, weekly CSAT report, churn risk flags
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- **Escalates to**: Sam (angry customers, refund requests over threshold, feature requests requiring commitment)
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- **Key Metric**: First response < 5 min, resolution rate > 70% without human
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---
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## 10. Analyst — Reporting & Business Intelligence
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- **Role**: Pulls data across all business agents, generates dashboards, weekly/monthly business reports, trend analysis, KPI tracking, anomaly detection.
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- **Channel**: Telegram (business reports) + scheduled delivery
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- **Tools**: Read access to all other agent outputs, Google Sheets API, charting libraries, database queries
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- **Outputs**: Monday morning business brief, monthly KPI dashboard, quarterly trend report, real-time anomaly alerts (revenue drop, cost spike, churn spike)
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- **Escalates to**: Sam (concerning trends that need strategic decision)
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---
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## 11. Bench — Project & Task Management
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- **Role**: Tracks active projects, deadlines, deliverables. Assigns tasks to agents or flags for Sam. Sends deadline warnings. Runs daily standup summary across all agents.
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- **Channel**: Telegram (project channel) or Slack
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- **Tools**: Project management API (Todoist/Linear/Notion), calendar, agent-to-agent queries
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- **Outputs**: Daily standup digest (what each agent accomplished/blocked on), deadline warnings (48hr, 24hr, overdue), project status board
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- **Escalates to**: Sam (blocked tasks requiring decision, missed deadlines, resource conflicts)
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---
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## 12. Scout — Research & Competitive Intelligence
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- **Role**: Market research on demand, competitor tracking, pricing intelligence, industry news monitoring, technology scouting, vendor evaluation.
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- **Channel**: Triggered by Ops or Sam directly
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- **Tools**: Web search, news APIs, competitor website monitoring, patent/trademark databases, LinkedIn (public data)
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- **Outputs**: Research briefs on request, weekly industry digest, competitor move alerts, vendor comparison reports
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- **Escalates to**: Never (purely informational, presents findings for Sam's decision)
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---
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## Deployment Priority
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| Phase | Agents | Reason |
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|-------|--------|--------|
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| Week 1-2 | Ops, Relay, Courier | Immediate revenue impact — never miss a call or email again |
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| Month 1 | Ledger, Pipeline | Money in, money tracked. Stop leaking revenue. |
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| Month 2 | Clerk, Herald | Customer retention + marketing engine |
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| Month 3 | Scribe, Sentinel | Document automation + security posture |
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| Month 4 | Analyst, Bench, Scout | Optimization layer — only valuable once other agents produce data |
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---
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## Org Chart
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```
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┌─────────┐
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│ SAM │ (CEO / Final approver)
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└────┬────┘
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│
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┌────┴────┐
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│ Ops │ (COO / Orchestrator)
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└────┬────┘
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│
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┌────────┬───────┬───┴────┬────────┬─────────┐
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│ │ │ │ │ │
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┌───┴──┐ ┌──┴───┐ ┌─┴──┐ ┌──┴───┐ ┌──┴──┐ ┌───┴───┐
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│Relay │ │Courier│ │Pipe│ │Herald│ │Clerk│ │Ledger │
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│(Phone)│ │(Email)│ │line│ │(Mktg)│ │(Sup)│ │(Fin) │
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└──────┘ └──────┘ └─┬──┘ └──────┘ └─────┘ └───────┘
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│
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┌────┴────┐
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│ Scribe │ (Docs, triggered by Pipeline/Courier)
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└─────────┘
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Support Layer (cross-cutting):
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┌──────────┐ ┌─────────┐ ┌────────┐
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│ Sentinel │ │ Analyst │ │ Bench │ │ Scout │
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│ (SecOps) │ │ (BI) │ │ (PM) │ │(Intel)│
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└──────────┘ └─────────┘ └────────┘ └───────┘
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```
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---
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## Channel Routing Map
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| Channel | Agent |
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|---------|-------|
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| Business VoIP | Relay |
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| Business email | Courier (triage) → routes to Pipeline/Clerk/Sam |
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| CRM webhooks | Pipeline |
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| Support inbox/chat | Clerk |
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| Social media DMs | Herald |
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| Slack/Teams (internal) | Ops (default), Bench (project channels) |
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| Telegram (biz-finance) | Ledger |
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| Telegram (biz-alerts) | Sentinel |
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| Telegram (biz-reports) | Analyst |
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---
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## Approval Gates (Non-Negotiable)
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| Action | Requires Sam's Approval |
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|--------|------------------------|
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| Send invoice to client | YES |
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| Send proposal/contract | YES |
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| Publish marketing content | YES (pre-schedule batch OK) |
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| Reply to new client email | YES |
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| Reply to existing client (routine) | NO (within templates) |
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| Answer phone / book appointment | NO |
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| Initiate any payment | YES |
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| Change pricing | YES |
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| Respond to support ticket (FAQ) | NO |
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| Respond to support ticket (refund/escalation) | YES |
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| Post to social media (pre-approved calendar) | NO |
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| Engage in public conversation/reply | YES |
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---
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## Architecture Notes
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- Same OpenClaw gateway as personal team, but **separate agent group with business bindings**
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- Business agents have NO access to personal agent workspaces (and vice versa)
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- Ledger + Pipeline run on financial VLAN (network-isolated)
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- All external-facing actions go through approval queue (Telegram inline buttons or Slack approval workflow)
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- Relay (phone) integrates via webhook: VoIP provider → OpenClaw tool endpoint
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- Every agent logs actions to PostgreSQL for audit trail
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- Weekly "standup" generated by Bench: what each agent did, what's blocked, what needs Sam
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