Action Items

Task Priority Assignee Due Date Source
Zoho CRM lead creation from bot conversations high shraga - -
Zoho CRM lead creation from bot conversations high shraga - -
Review zoho.bot_conversations table for training data medium shraga - -
Test Round Table with all personas medium eugene - -
Integrate with Zoho Learn for training content medium shraga - -
Deploy Gerber SOUL.md files to agent workspaces medium shraga - -
Build SalesIQ Deluge bot (native integration) medium shraga - -
Add OpenAI credits for semantic search (currently keyword fallback) medium eugene - -
Add OpenAI credits for semantic search (currently keyword fallback) medium eugene - -
Review zoho.bot_conversations table for training data medium shraga - -
Integrate with Zoho Learn for training content medium shraga - -
Build SalesIQ Deluge bot (native integration) medium shraga - -
Deploy Gerber SOUL.md files to agent workspaces medium shraga - -
Test Round Table with all personas medium eugene - -
Add OpenAI credits for semantic search (currently keyword fallback) medium eugene - -
Deploy Gerber SOUL.md files to agent workspaces medium shraga - -
Review zoho.bot_conversations table for training data medium shraga - -
Integrate with Zoho Learn for training content medium shraga - -
Fix agent spawn allowlist for round table low shraga - -
Create project templates for common workflows low shraga - -
Create project templates for common workflows low shraga - -
Fix agent spawn allowlist for round table low shraga - -
Create project templates for common workflows low shraga - -