2026-02-17

# 2026-02-17 — Session Notes

## Morning Session (13:42 - 18:25 UTC)

### Completed
- ✅ Generated embeddings for 2,219 document chunks (text-embedding-3-small, 51 seconds)
- ✅ Classified chunks into 17 categories (product_specs: 562, installation: 374, pricing: 310, etc.)
- ✅ Extracted SalesIQ chat messages — 2,328 conversations with full transcripts
- ✅ Started CRM email content extraction (42,227 emails)
- ✅ Set up backup system (backup.sh + restore.sh)
- ✅ Pushed workspace to GitHub (t7qgtqzrst-blip/openclaw-workspace-)
- ✅ Configured cron jobs (daily-backup at 2AM EST, hourly health-check)
- ✅ Added OpenAI key to OpenClaw for memory system
- ✅ Enabled heartbeat system
- ✅ Symlinked /root/.openclaw → /home/openclaw/.openclaw for CLI access
- ✅ Loaded 653 repair forms from CSV (RepairForm.csv) into zoho.repair_forms
- ✅ Generated 7 KB articles (6 FAQs by product + 1 customer service scripts)
- ✅ Updated all workspace files (SOUL.md, IDENTITY.md, USER.md, MEMORY.md, etc.)

### In Progress
- ⏳ Email extraction: ~36% (15,259/42,227) — running, ~3-4 hours remaining
- ⏳ OpenClaw memory indexing — stuck on OpenAI Batch API (not blocking)

### Issues Encountered
- Email extraction script had no output buffering — fixed with `python -u` and `line_buffering`
- Email extraction got stuck after 8,859 — killed and restarted with timeouts
- .env file accidentally overwritten (Eugene ran `>` instead of `>>`) — restored
- SalesIQ transcripts stored as raw JSON, need cleanup
- kb.articles table has `source_type` not `source` column
- Memory indexing OpenAI batch stuck for 35+ min on 3 files

### Key Decisions
- Using OpenAI text-embedding-3-small for embeddings ($0.02 total)
- Using GPT-4o-mini for FAQ generation (fast, cheap)
- Backup to GitHub (private repo) + local /backups/
- Daily automated backups at 2 AM EST

### Data Status
| Source | Records | Content |
|--------|---------|---------|
| CRM Emails | 42,227 | ~36% extracted |
| SalesIQ Chats | 2,328 | ✅ transcripts (need cleanup) |
| Repair Forms | 653 | ✅ loaded from CSV |
| KB Articles | 7 | ✅ generated (draft) |
| Document Chunks | 2,219 | ✅ embedded + classified |

### AI Executive Team Created
- All 7 agents created via `openclaw agents add` + `set-identity`
- Workspaces at `/home/openclaw/.openclaw/workspaces/{ceo,cto,cmo,cfo,cio,vp-sales}`
- SOUL.md + IDENTITY.md written for each
- **BLOCKER**: `sessions_spawn` with `agentId` returns "forbidden (allowed: none)" — need to configure spawn allowlist in openclaw.json
- Need to check config for `agents.spawnAllowlist` or similar setting

### Next Steps
1. Fix agent spawn allowlist so round table works
2. Run round table test with all 6 personas
3. Browser automation setup
4. SalesIQ/Desk bot deployment (Deluge)
5. JustCall voice AI exploration
6. Complete email extraction