Fi memory

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

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"],