2026-02-19

# 2026-02-19 — Session Notes

## Daily Backup ✅
- Backup completed successfully at 16:42 UTC
- Size: 643 MB (reflects full dataset with 47K+ embeddings)
- All steps passed: GitHub sync, config, scripts, DB dump, archive

---

## Today's Focus: Deploy KB + SalesIQ Bot

Eugene requested all 3 tasks from the "Next Steps" list:
1. Deploy KB website on droplet
2. Build SalesIQ bot in Deluge
3. Connect bot to semantic search API

---

## Created: salesiq_bot/ Directory

| File | Purpose |
|------|---------|
| `README.md` | Overview & architecture |
| `SETUP.md` | Step-by-step deployment guide |
| `bot_logic.dg` | Main Deluge bot script |
| `greeting_flow.dg` | Initial greeting & intent routing |
| `fallback_responses.json` | Backup answers when API unavailable |
| `zoho_function_bridge.dg` | Optional Zoho Function middleware |

### Bot Features
- Intent detection (pricing, fire_shutter, service, transfer, product_info)
- KB semantic search via API call
- Greeting flow with quick options
- Fallback to human transfer when no good match
- Fire shutter queries flagged as HIGH PRIORITY

### API Endpoint
```
GET http://68.183.198.0:5000/api/search?q=query&limit=3
```

---

## Deployment Commands Provided

### KB Website
```bash
cp -r /root/.openclaw/workspace/kb_website /opt/
cd /opt/zoho-extract && source venv/bin/activate
pip install flask
cd /opt/kb_website && python app.py
```

### Systemd Service
Created instructions for `/etc/systemd/system/kb-website.service`

### Caddy Reverse Proxy
Instructions for adding HTTPS via Caddy

---

## Status
- KB website: Ready to deploy (waiting for Eugene to SSH)
- SalesIQ bot: Code written, needs manual setup in Zoho SalesIQ console
- API connection: Instructions provided in SETUP.md

---

## Next
- Eugene to run deployment commands
- Create Zobot in SalesIQ
- Test on rollerup.ca
- Monitor and refine responses

---

## Co-op Student Onboarding Course — CREATED ✅

Eugene requested onboarding course for co-op student (Feb-June 2026).

### Files Created in `onboarding_course/`

| File | Content |
|------|---------|
| README.md | Course overview, structure, objectives |
| week1_company_products.md | Company intro, product lines, custom pricing |
| week2_roll_shutters.md | Deep dive on core product |
| week3_fire_shutters.md | High-value specialty (fire ratings, compliance) |
| week4_awnings_screens.md | Seasonal products |
| week5_sales_process.md | Lead qualification, site visits, closing |
| week6_service_repairs.md | Common issues, troubleshooting, warranty |
| week7_systems_tools.md | Zoho CRM, SalesIQ, Books, JustCall |
| quick_reference.md | Print-ready desk reference card |

### Course Structure
- **Weeks 1-4:** Products (company, shutters, fire shutters, awnings/screens)
- **Weeks 5-6:** Processes (sales, service)
- **Week 7:** Systems
- **Week 8+:** Supervised on-the-job

### Based on KB Data
- Product specs from document chunks
- Real service issues from 653 repair forms
- Customer conversations from SalesIQ
- Sales patterns from CRM

Total: ~30KB of training content