diff --git a/flexus_client_kit/integrations/fi_memory.py b/flexus_client_kit/integrations/fi_memory.py new file mode 100644 index 00000000..6e6d50d6 --- /dev/null +++ b/flexus_client_kit/integrations/fi_memory.py @@ -0,0 +1,68 @@ +from flexus_client_kit import ckit_cloudtool + + +MEMORY_PROMPT = """ +# Daily Memory Collection + +You run once per day to extract reusable Q&A knowledge from recent customer conversations. + +## Process + +1. Determine `since_ts`: + - Call flexus_policy_document(op="list", args={"p": "/memory/"}) and find the newest `/memory/YYYYMMDD-daily` document. + - If found, read it with flexus_policy_document(op="cat") and use `faq.meta.processed_until_ts` as `since_ts`. + - If no previous doc or no `processed_until_ts`, fall back to last 24 hours. + +2. Query recent inbound CRM activities: + erp_table_data(table_name="crm_activity", options={"filters": {"AND": ["activity_direction:=:INBOUND", "activity_occurred_ts:>:SINCE_TS"]}, "sort_by": ["activity_occurred_ts:ASC"], "limit": 100}) + These are real customer conversations linked to threads. + +3. Extract Q&A pairs from `activity_summary` fields — the summary already contains what the customer asked and how it was resolved. + - Skip greetings, test pings, chitchat, bot-only interactions + - Only store Q&A where the answer provides procedural steps, specific policies, limits, or non-obvious information. Skip promotions, discounts, stock availability, or other things that change too fast to memorize. + - Group by topic (billing, product, onboarding, technical, shipping, etc.) + - Anonymize: replace names, emails, phone numbers, platform IDs with placeholders + - Merge similar questions from different conversations into one + +4. Set `processed_until_ts` to the maximum `activity_occurred_ts` you processed. If nothing processed, use current time. + +5. Save results: + - If Q&A pairs extracted → write /memory/YYYYMMDD-daily with flexus_policy_document(op="create" or "overwrite"). + - If no Q&A but previous doc exists → just update its timestamp: + flexus_policy_document(op="update_at_location", args={"p": "/memory/PREV-daily", "updates": [["faq.meta.processed_until_ts", NEW_TS]]}) + - If no Q&A and no previous doc → create one with just meta to persist the timestamp. + +## QA Document Format + +```json +{ + "faq": { + "meta": { + "author": "memory-expert", + "created": "YYYYMMDD", + "processed_from_ts": 0, + "processed_until_ts": 0 + }, + "section01-TOPIC": { + "title": "Topic Name", + "question01-SLUG": {"q": "Customer question in generic form", "a": "Correct answer based on actual resolution"} + } + } +} +``` + +Use kebab-case slugs. Number sections and questions sequentially. + +## After Writing + +Resolve with a brief summary: how many activities reviewed, how many Q&A pairs created. +""" + +SCHED_MEMORY_DAILY = { + "sched_type": "SCHED_ANY", + "sched_when": "WEEKDAYS:MO:TU:WE:TH:FR:SA:SU/23:00", + "sched_first_question": "Run daily memory collection.", + "sched_fexp_name": "memory", +} + +TOOLS_MEMORY = {"flexus_policy_document", "erp_table_meta", "erp_table_data"} | ckit_cloudtool.KANBAN_SAFE diff --git a/flexus_simple_bots/karen/karen_install.py b/flexus_simple_bots/karen/karen_install.py index 439686af..36cedb34 100644 --- a/flexus_simple_bots/karen/karen_install.py +++ b/flexus_simple_bots/karen/karen_install.py @@ -8,6 +8,7 @@ from flexus_simple_bots import prompts_common from flexus_simple_bots.karen import karen_bot from flexus_simple_bots.karen import karen_prompts +from flexus_client_kit.integrations import fi_memory TOOLS_DEFAULT = { @@ -162,6 +163,15 @@ "log-crm-activity", ]), )), + ("memory", ckit_bot_install.FMarketplaceExpertInput( + fexp_system_prompt=fi_memory.MEMORY_PROMPT, + fexp_python_kernel="", + fexp_allow_tools=",".join(fi_memory.TOOLS_MEMORY), + fexp_nature="NATURE_AUTONOMOUS", + fexp_inactivity_timeout=300, + fexp_model_class="cheap", + fexp_description="Daily extraction of reusable Q&A knowledge from completed customer conversations into /memory/ policy documents.", + )), ("explore", ckit_bot_install.FMarketplaceExpertInput( fexp_system_prompt=karen_prompts.EXPLORE_PROMPT, fexp_python_kernel=KAREN_EXPLORE_KERNEL, @@ -209,6 +219,7 @@ async def install(client: ckit_client.FlexusClient): marketable_schedule=[ prompts_common.SCHED_TASK_SORT_10M | {"sched_when": "EVERY:1m", "sched_fexp_name": "messages_triage"}, prompts_common.SCHED_TODO_5M | {"sched_when": "EVERY:1m"}, + fi_memory.SCHED_MEMORY_DAILY, ], marketable_forms={}, marketable_auth_supported=["slack", "telegram", "discord_manual", "shopify", "resend"], diff --git a/flexus_simple_bots/karen/memory__daily.yaml b/flexus_simple_bots/karen/memory__daily.yaml new file mode 100644 index 00000000..9cc6f89a --- /dev/null +++ b/flexus_simple_bots/karen/memory__daily.yaml @@ -0,0 +1,259 @@ +judge_instructions: |- + Penalize if the assistant: + - creates too many Q&A entries (e.g. one per activity instead of merging) — the goal is a small, high-signal set + - fails to merge similar questions across conversations (the two EU shipping ones from Germany and France should become one merged question, possibly two if returns are split out) + - keeps trivial items not worth memorizing: yes/no answers (mobile app), basic UI navigation (email change steps), questions answerable from the landing page ("what do you sell?"), or questions whose answer is just a link to the FAQ (EU delivery in waitlist mode) + - keeps items that change too fast to be useful (payment methods list, stock availability, promos) + - misses any of the four substantive topics: EU shipping, Shopify integration, webhook retry policy, annual plan refund + - creates zero Q&A pairs when substantive material is clearly present + - leaves real names, emails, phone numbers, or platform IDs in the saved Q&A instead of anonymizing + Reward concise, well-grouped Q&A documents that anonymize PII and skip noise. + +messages: + - role: cd_instruction + content: |- + Policy documents you need to know about: + + + + 📄/company/summary + { + "faq_url": "https://ejectorbed.lovable.app/#faq", + "mission": "Eliminating the snooze button through physics-powered wake-up technology", + "website": "https://ejectorbed.lovable.app/", + "industry": "Sleep Technology / Smart Home", + "company_name": "Ejector Bed" + } + + 📄/company/sales-strategy + { + "guarantees": "Safety-tested with 10,000+ launches, zero injuries. Soft-landing foam pads included with every unit.", + "competitors": { + "ejector_bed_advantage": "The ONLY solution that physically removes you from bed — 100% wake rate", + "traditional_alarm_clocks": "Easy to snooze, no physical enforcement", + "smart_alarms_sunrise_lamps": "Still rely on willpower" + }, + "sales_stage": "Waitlist / early bird pricing model. Collecting signups via landing page, converting to buyers.", + "key_features": [ + "Pneumatic launch system: 0.3 seconds to vertical", + "Smart companion app: control time, intensity (1-10 scale), trajectory angle", + "Built-in sleep tracking with optimal REM-timed launch", + "Safety system: soft-landing foam pads, motion sensors, emergency stop", + "Customizable victory fanfare sounds", + "Premium memory foam mattress" + ], + "social_proof": { + "wake_rate": "100%", + "test_launches": "10,000+ with zero injuries", + "early_adopters": "2,847+", + "snooze_buttons": "Zero" + }, + "target_customers": [ + "Chronic oversleepers and heavy snooze-button users", + "Productivity-focused professionals who struggle with mornings", + "Early adopters of smart home / sleep tech gadgets", + "People who've tried every alarm and still can't wake up" + ], + "value_proposition": "It's physics, not willpower. The Ejector Bed is the only wake-up solution that physically launches you out of bed using a pneumatic system — making snoozing impossible.", + "escalation_contacts": "To be configured", + "can_promise_without_approval": [ + "Waitlist signup", + "Product information and specs", + "Early bird pricing details (once set)" + ] + } + + 📄/support/summary + does not exist yet + - role: user + content: Work on the assigned task. + - role: assistant + tool_calls: + - id: fakecall_status + type: function + function: + name: flexus_kanban_safe + arguments: '{"op": "status_safe", "search": null, "resolution": null, "details_json": null, + "restart_summary": null}' + - role: tool + content: |- + The current task with details: + { + "id": "yOEVpobh3H", + "title": "Run daily memory collection.", + "details": {} + } + + No current task, cannot determine human_id for safe scope + call_id: fakecall_status + - role: title + content: Work on assigned task + - role: assistant + tool_calls: + - id: toolu_list_memory + type: function + function: + name: flexus_policy_document + arguments: '{"op": "list", "args": {"p": "/memory/"}}' + - role: tool + content: | + Listing /memory/ + + + 0 documents and 0 folders + call_id: toolu_list_memory + - role: assistant + content: No previous memory documents found. I'll use `since_ts = 0` (no prior checkpoint). Now let + me query recent inbound CRM activities. + tool_calls: + - id: toolu_meta + type: function + function: + name: erp_table_meta + arguments: '{"table_name": "crm_activity"}' + - role: tool + content: | + Table: erp.crm_activity + + Columns: + • ws_id: str + • activity_title: str — Title + • activity_type: str — Type + enum: WEB_CHAT, MESSENGER_CHAT, EMAIL, CALL, MEETING + • activity_direction: str — Direction + enum: INBOUND, OUTBOUND + • activity_contact_id: str — Contact + • activity_id: str [PRIMARY KEY] — Activity ID + • activity_platform: str — Channel (e.g. TELEGRAM, WHATSAPP, EMAIL, SLACK, DISCORD, PHONE, WEB) + • activity_ft_id: Optional[str] — Thread + • activity_summary: str — Summary + • activity_details: dict — Details + • activity_occurred_ts: float — Occurred at + • activity_created_ts: float — Created at + • activity_modified_ts: float — Modified at + • contact: Optional[CrmContact] (included via include=['contact']) + call_id: toolu_meta + - role: assistant + tool_calls: + - id: toolu_query1 + type: function + function: + name: erp_table_data + arguments: '{"table_name": "crm_activity", "options": {"filters": {"AND": + ["activity_direction:=:INBOUND", "activity_occurred_ts:>:0"]}, "sort_by": + ["activity_occurred_ts:ASC"], "limit": 100, "safety_valve": "10k"}}' + - role: tool + content: |- + Table: crm_activity + ⚠️ 20 rows total, showing rows 1:15. Full result saved to mongo. + + {"ws_id": "solarsystem", "activity_title": "Inquiry about refund policy", "activity_type": "MESSENGER_CHAT", "activity_direction": "INBOUND", "activity_contact_id": "Akgd75ekPL", "activity_id": "AFeiiDHyJ0", "activity_platform": "SLACK", "activity_ft_id": "NmHBy0Vveq", "activity_summary": "Customer sent a Slack message asking about the refund policy. No further details or name provided. Conversation handled inconclusively due to Slack integration issues. Thread ID: NmHBy0Vveq", "activity_details": {}, "activity_occurred_ts": 1712742484.0, "activity_created_ts": 1775820871.611863, "activity_modified_ts": 1775820871.611863} + {"ws_id": "solarsystem", "activity_title": "Telegram inquiry: What do you sell?", "activity_type": "MESSENGER_CHAT", "activity_direction": "INBOUND", "activity_contact_id": "hSA8ejmtaa", "activity_id": "ZlAg64DfrD", "activity_platform": "TELEGRAM", "activity_ft_id": "aHz7eGXt1k", "activity_summary": "Alex Kim initiated conversation asking 'Hi Karen, what do you sell?'. Likely responded with product info.", "activity_details": {"human_id": "telegram:107392579"}, "activity_occurred_ts": 1746757736.0, "activity_created_ts": 1775660620.608307, "activity_modified_ts": 1775660620.608307} + {"ws_id": "solarsystem", "activity_title": "EU shipping inquiry", "activity_type": "MESSENGER_CHAT", "activity_direction": "INBOUND", "activity_contact_id": "6BU3kU21pS", "activity_id": "Ums7UOYIAH", "activity_platform": "DISCORD", "activity_ft_id": "lo0Xi5pVko", "activity_summary": "Diego Ramirez asked about delivery times and costs for EU orders. Informed that product is in waitlist stage, no shipping yet; referred to FAQ.", "activity_details": {}, "activity_occurred_ts": 1762782680.0, "activity_created_ts": 1775821114.409843, "activity_modified_ts": 1775821114.409843} + {"ws_id": "solarsystem", "activity_title": "Shipping inquiry - Ejector Bed", "activity_type": "MESSENGER_CHAT", "activity_direction": "INBOUND", "activity_contact_id": "B3cAlcMZ2G", "activity_id": "e1x75y83uA", "activity_platform": "TELEGRAM", "activity_ft_id": "ltig73X551", "activity_summary": "Jack Brown asked about ejector bed shipping status via Telegram. No order found in system. Informed him we're in waitlist/early-bird stage and asked for clarification on what he signed up for. No response received before timeout (1 hour).", "activity_details": {}, "activity_occurred_ts": 1774268777.3174386, "activity_created_ts": 1774268777.326091, "activity_modified_ts": 1774268777.326091} + {"ws_id": "solarsystem", "activity_title": "Jack Brown asked what we sell, wants double-sized Ejector Bed", "activity_type": "MESSENGER_CHAT", "activity_direction": "INBOUND", "activity_contact_id": "B3cAlcMZ2G", "activity_id": "FDswds9nKs", "activity_platform": "TELEGRAM", "activity_ft_id": "5T7paXwgKJ", "activity_summary": "Jack Brown (telegram:55512345) initiated chat asking what we sell. Explained the Ejector Bed product. He immediately expressed interest in a double-sized unit. Informed him we're in waitlist/early-bird stage. Asked qualifying questions but he went inactive after 1 hour. BANT updated: Need=1, rest unknown.", "activity_details": {}, "activity_occurred_ts": 1774275791.3729887, "activity_created_ts": 1774275791.381588, "activity_modified_ts": 1774275791.381588} + {"ws_id": "solarsystem", "activity_title": "Re: Test Email from Solar System Workspace", "activity_type": "EMAIL", "activity_direction": "INBOUND", "activity_contact_id": "RLrrEQxAKe", "activity_id": "C2VXowVUY9", "activity_platform": "RESEND", "activity_summary": "Test email reply confirming email delivery is working in both directions. Numbered messages back and forth to verify domain test1.yusta.eu.", "activity_details": {}, "activity_occurred_ts": 1774278825.139372, "activity_created_ts": 1774278825.146214, "activity_modified_ts": 1774278825.146214} + {"ws_id": "solarsystem", "activity_title": "Double Ejector Bed purchase via Telegram", "activity_type": "MESSENGER_CHAT", "activity_direction": "INBOUND", "activity_contact_id": "a0EK0WSOs2", "activity_id": "s5mFyhLLCU", "activity_platform": "TELEGRAM", "activity_summary": "Jane Doe asked what Ejector Bed sells. Expressed interest in a Double Ejector Bed. Karen looked up the product catalog, found the Double variant, low stock. Created a Shopify draft order with checkout link. Jane confirmed the purchase. Conversation ended successfully.", "activity_details": {}, "activity_occurred_ts": 1775240848.50033, "activity_created_ts": 1775240848.50033, "activity_modified_ts": 1775240848.50033} + {"ws_id": "solarsystem", "activity_title": "Brief check-in", "activity_type": "MESSENGER_CHAT", "activity_direction": "INBOUND", "activity_contact_id": "a0EK0WSOs2", "activity_id": "HpfsdXLA2m", "activity_platform": "TELEGRAM", "activity_summary": "Jane Doe sent a brief message on Telegram asking 'Hi Karen, u there?' — a quick check-in. No new purchase intent, product questions, or support issues raised.", "activity_details": {}, "activity_occurred_ts": 1775473883.12973, "activity_created_ts": 1775473883.12973, "activity_modified_ts": 1775473883.12973} + {"ws_id": "solarsystem", "activity_title": "Magic Desk anonymous inquiry", "activity_type": "WEB_CHAT", "activity_direction": "INBOUND", "activity_contact_id": "3f8EXOlwik", "activity_id": "7nnrhU5fVP", "activity_platform": "WEB", "activity_ft_id": "KKJ7VZ3AkL", "activity_summary": "Brief web chat session. User greeted, asked what we sell, requested image link. No personal details shared.", "activity_details": {}, "activity_occurred_ts": 1775489848.459841, "activity_created_ts": 1775489848.459841, "activity_modified_ts": 1775489848.459841} + {"ws_id": "solarsystem", "activity_title": "Maria Schmidt asks about Ejector Bed, purchases Queen size", "activity_type": "MESSENGER_CHAT", "activity_direction": "INBOUND", "activity_contact_id": "cIAPep6yOP", "activity_id": "r7Wx0o8SMH", "activity_platform": "TELEGRAM", "activity_summary": "Maria Schmidt reached out on Telegram asking what Ejector Bed sells. Karen explained the product. Maria expressed interest in a Double bed. Double was out of stock, so she agreed to a Queen instead. A Shopify draft order was created and Maria confirmed the purchase.", "activity_details": {}, "activity_occurred_ts": 1775593866.337991, "activity_created_ts": 1775593866.337991, "activity_modified_ts": 1775593866.337991} + {"ws_id": "solarsystem", "activity_title": "How to request a refund on annual plan", "activity_type": "MESSENGER_CHAT", "activity_direction": "INBOUND", "activity_contact_id": "Akgd75ekPL", "activity_id": "9hYv6kTDr9", "activity_platform": "SLACK", "activity_ft_id": "t_refund", "activity_summary": "Tom Wilson on annual plan asked how to get a refund. Explained 30-day money-back guarantee. Refund form at /billing/refund, processed within 5 business days to original payment method. Tom submitted the form successfully.", "activity_details": {}, "activity_occurred_ts": 1775828178.9248166, "activity_created_ts": 1775835378.930105, "activity_modified_ts": 1775835378.930105} + {"ws_id": "solarsystem", "activity_title": "Webhook failures and retry policy", "activity_type": "EMAIL", "activity_direction": "INBOUND", "activity_contact_id": "hTyP7L0WB3", "activity_id": "PclpHwHDiI", "activity_platform": "EMAIL", "activity_ft_id": "t_webhook", "activity_summary": "Priya Patel from a partner integration reported webhooks failing silently. Explained retry policy: 3 retries with exponential backoff (1min, 5min, 30min). After 3 failures webhook auto-disables, admin gets email. Re-enable in Settings > Webhooks. Endpoint must return 2xx within 10 seconds. Priya found her endpoint was timing out at 12s, fixed it.", "activity_details": {}, "activity_occurred_ts": 1775828778.9248166, "activity_created_ts": 1775835378.940034, "activity_modified_ts": 1775835378.940034} + {"ws_id": "solarsystem", "activity_title": "How to connect Shopify store", "activity_type": "WEB_CHAT", "activity_direction": "INBOUND", "activity_contact_id": "a0EK0WSOs2", "activity_id": "NXeTXl5Qgk", "activity_platform": "WEB", "activity_ft_id": "t_shopify", "activity_summary": "New merchant Jane Doe asked how to integrate Shopify. Steps: Settings > Integrations > Shopify, enter store URL (mystore.myshopify.com), click Authorize, approve permissions in Shopify admin. Initial sync 5-15 min. Webhooks auto-configured for inventory and order updates. Jane connected on first try.", "activity_details": {}, "activity_occurred_ts": 1775829378.9248166, "activity_created_ts": 1775835378.949284, "activity_modified_ts": 1775835378.949284} + {"ws_id": "solarsystem", "activity_title": "Shipping to Germany", "activity_type": "MESSENGER_CHAT", "activity_direction": "INBOUND", "activity_contact_id": "KhPmI7V8GX", "activity_id": "E5Lztt1dBe", "activity_platform": "DISCORD", "activity_ft_id": "t_ship_de", "activity_summary": "Lukas Müller in Germany asked about delivery. EU orders ship from Amsterdam warehouse, standard 2-3 business days free over 50 EUR, express 1 day at 9.99 EUR flat. Tracking emailed within 24h.", "activity_details": {}, "activity_occurred_ts": 1775829978.9248166, "activity_created_ts": 1775835378.959169, "activity_modified_ts": 1775835378.959169} + {"ws_id": "solarsystem", "activity_title": "Shipping cost to France and return policy", "activity_type": "MESSENGER_CHAT", "activity_direction": "INBOUND", "activity_contact_id": "N00WF513Of", "activity_id": "UQdewabyF0", "activity_platform": "TELEGRAM", "activity_ft_id": "t_ship_fr", "activity_summary": "Pierre Martin in France asked about shipping and returns. Same EU shipping from Amsterdam: standard 2-3 days free over 50 EUR, express 1 day 9.99 EUR. Returns accepted within 14 days per EU consumer protection, free return label provided.", "activity_details": {}, "activity_occurred_ts": 1775830578.9248166, "activity_created_ts": 1775835378.968901, "activity_modified_ts": 1775835378.968901} + + 💾 Full results stored in mongo at: erp_query_results/crm_activity_p1.json + Use mongo_store(op='cat', args={'path': 'erp_query_results/crm_activity_p1.json'}) to view full results. + call_id: toolu_query1 + - role: assistant + content: Let me get the remaining activities. + tool_calls: + - id: toolu_query2 + type: function + function: + name: erp_table_data + arguments: '{"table_name": "crm_activity", "options": {"filters": {"AND": + ["activity_direction:=:INBOUND", "activity_occurred_ts:>:0"]}, "sort_by": + ["activity_occurred_ts:ASC"], "limit": 100, "skip": 15, "safety_valve": "10k"}}' + - role: tool + content: |- + Table: crm_activity + 5 rows + + {"ws_id": "solarsystem", "activity_title": "Sam Lee asking if we have a mobile app", "activity_type": "MESSENGER_CHAT", "activity_direction": "INBOUND", "activity_contact_id": "Tf6cbcSS0y", "activity_id": "sTAbBWrjZK", "activity_platform": "TELEGRAM", "activity_ft_id": "t_app", "activity_summary": "Sam Lee asked if there's a mobile app. No app currently, told them web dashboard works on mobile browsers. They said ok.", "activity_details": {}, "activity_occurred_ts": 1775831178.9248166, "activity_created_ts": 1775835378.978699, "activity_modified_ts": 1775835378.978699} + {"ws_id": "solarsystem", "activity_title": "User asked what payment methods we accept", "activity_type": "WEB_CHAT", "activity_direction": "INBOUND", "activity_contact_id": "a0EK0WSOs2", "activity_id": "XJ7l2iAnCB", "activity_platform": "WEB", "activity_ft_id": "t_payment", "activity_summary": "Jane Doe asked about payment options. We accept Visa, Mastercard, Amex, and PayPal. No crypto. She said thanks.", "activity_details": {}, "activity_occurred_ts": 1775831778.9248166, "activity_created_ts": 1775835378.988119, "activity_modified_ts": 1775835378.988119} + {"ws_id": "solarsystem", "activity_title": "Can I change my email address", "activity_type": "MESSENGER_CHAT", "activity_direction": "INBOUND", "activity_contact_id": "Akgd75ekPL", "activity_id": "6C1GpZOe6M", "activity_platform": "SLACK", "activity_ft_id": "t_email", "activity_summary": "Tom Wilson wanted to change account email. Directed to Settings > Profile > Email, click change, verify new address. Done in 2 minutes.", "activity_details": {}, "activity_occurred_ts": 1775832378.9248166, "activity_created_ts": 1775835378.997754, "activity_modified_ts": 1775835378.997754} + {"ws_id": "solarsystem", "activity_title": "Hi there", "activity_type": "MESSENGER_CHAT", "activity_direction": "INBOUND", "activity_contact_id": "N00WF513Of", "activity_id": "iRmiD6e1aA", "activity_platform": "TELEGRAM", "activity_ft_id": "t_hi", "activity_summary": "Pierre Martin said hi. Responded with welcome message. No question asked.", "activity_details": {}, "activity_occurred_ts": 1775832978.9248166, "activity_created_ts": 1775835379.007174, "activity_modified_ts": 1775835379.007174} + {"ws_id": "solarsystem", "activity_title": "Test message", "activity_type": "MESSENGER_CHAT", "activity_direction": "INBOUND", "activity_contact_id": "KhPmI7V8GX", "activity_id": "9Ah60GWr7C", "activity_platform": "DISCORD", "activity_ft_id": "t_test", "activity_summary": "Lukas Müller sent '123 test'. Responded asking how we can help. No follow-up, timed out.", "activity_details": {}, "activity_occurred_ts": 1775833578.9248166, "activity_created_ts": 1775835379.016061, "activity_modified_ts": 1775835379.016061} + call_id: toolu_query2 + - role: assistant + content: |- + I've reviewed all 20 inbound activities. The maximum `activity_occurred_ts` is `1775833578.93`. I identified the 4 substantive Q&A conversations: + + 1. **EU Shipping (Germany)** + **EU Shipping (France) with returns** → merge into 2 EU shipping questions + 2. **Shopify integration** steps + 3. **Webhook retry policy** + 4. **Annual plan refund** + + Skipping: greetings, test pings, "what do u sell" chitchat, Ejector Bed waitlist conversations, mobile app (trivial yes/no), payment methods (changes fast), email change (trivial single-fact). + + Now let me create the memory document. + tool_calls: + - id: toolu_create_doc + type: function + function: + name: flexus_policy_document + arguments: '{"op": "create", "args": {"p": "/memory/20260410-daily", "text": + "{\"faq\":{\"meta\":{\"author\":\"memory-expert\",\"created\":\"20260410\",\"processed_from_ts\":0,\"processed_until_ts\":1775833578.93},\"section01-shipping\":{\"title\":\"EU + Shipping & Returns\",\"question01-eu-delivery\":{\"q\":\"What are EU shipping options + and times?\",\"a\":\"EU orders ship from the Amsterdam warehouse. Standard: 2-3 business + days, free over 50 EUR. Express: 1 business day, 9.99 EUR flat. Tracking emailed within + 24h.\"},\"question02-eu-returns\":{\"q\":\"What is the EU returns + policy?\",\"a\":\"Returns accepted within 14 days under EU consumer protection. A free + return label is provided.\"}},\"section02-integrations\":{\"title\":\"Shopify + Integration\",\"question01-connect-shopify\":{\"q\":\"How do I connect a Shopify + store?\",\"a\":\"Settings > Integrations > Shopify, enter the store URL + (mystore.myshopify.com), click Authorize, approve permissions in the Shopify admin. + Initial sync takes 5-15 minutes. Webhooks for inventory and order updates are + auto-configured.\"}},\"section03-webhooks\":{\"title\":\"Webhook Retry + Policy\",\"question01-retry-policy\":{\"q\":\"What happens when a webhook delivery + fails?\",\"a\":\"3 retries with exponential backoff (1 min, 5 min, 30 min). After 3 + failures the webhook auto-disables and the admin gets an email. Re-enable in Settings > + Webhooks. Endpoints must return 2xx within 10 + seconds.\"}},\"section04-billing\":{\"title\":\"Refunds\",\"question01-annual-refund\":{\"q\":\"How + do I request a refund on an annual plan?\",\"a\":\"30-day money-back guarantee. Submit + the refund form at /billing/refund \u2014 processed within 5 business days back to the + original payment method.\"}}}}"}}' + - role: tool + content: |- + ✍️ /memory/20260410-daily + md5=d7c1f1d2 + + ✓ Policy document created + call_id: toolu_create_doc + - role: assistant + content: Document created successfully. Let me resolve the task. + tool_calls: + - id: toolu_resolve + type: function + function: + name: flexus_kanban_safe + arguments: "{\"op\": \"resolve\", \"search\": null, \"resolution\": {\"code\": \"SUCCESS\", + \"summary\": \"Ran daily memory collection for 2026-04-10. Listed /memory/ folder + (empty, no prior docs). Queried all 20 inbound CRM activities (since_ts=0). Skipped + greetings, test pings, waitlist chitchat, trivial single-fact items (email change, + mobile app, payment methods). Extracted 4 substantive Q&A pairs across 4 topics: EU + Shipping & Returns (2 questions merged from Germany and France conversations), Shopify + Integration setup steps, Webhook retry policy, and annual plan refund process. Created + /memory/20260410-daily with processed_until_ts=1775833578.93.\", \"humanhours\": 0.5, + \"uncapture\": false, \"pdoc_paths\": [\"/memory/20260410-daily\"]}, \"details_json\": + null, \"restart_summary\": null}" + - role: tool + content: | + Moved to done yOEVpobh3H + call_id: toolu_resolve + - role: assistant + content: Daily memory collection complete. Reviewed 20 inbound activities, kept 4 substantive Q&As + across shipping, integrations, webhooks, and billing. The memory document is saved at + `/memory/20260410-daily`.