Sales Agent Deployment Guide

# Sales Agent Deployment Guide

## Quick Deploy

```bash
# 1. Copy files to droplet
cp /root/.openclaw/workspace/salesiq_bot/sales_agent.py /opt/kb_website/sales_agent.py

# 2. Check Anthropic API key exists
grep ANTHROPIC /opt/zoho-extract/.env || echo "ANTHROPIC_API_KEY=your-key-here" >> /opt/zoho-extract/.env

# 3. Install anthropic library
cd /opt/zoho-extract && source venv/bin/activate
pip install anthropic

# 4. Create systemd service
cat > /etc/systemd/system/sales-agent.service << 'EOF'
[Unit]
Description=ROLLerUP Sales AI Agent
After=network.target

[Service]
Type=simple
User=root
WorkingDirectory=/opt/kb_website
Environment=PATH=/opt/zoho-extract/venv/bin
ExecStart=/opt/zoho-extract/venv/bin/python sales_agent.py
Restart=always
RestartSec=10

[Install]
WantedBy=multi-user.target
EOF

# 5. Start service
systemctl daemon-reload
systemctl enable sales-agent
systemctl start sales-agent

# 6. Add Caddy route (edit /etc/caddy/Caddyfile)
# Add this block:
#
# bot.rollerup.ca {
#     reverse_proxy localhost:5001
# }
#
# Then: systemctl reload caddy

# 7. Update SalesIQ webhook URL to:
# https://bot.rollerup.ca/webhook/salesiq
```

## Test

```bash
# Health check
curl http://localhost:5001/health

# Test conversation
curl -X POST http://localhost:5001/webhook/salesiq \
  -H "Content-Type: application/json" \
  -d '{"visitor":{"id":"test123"},"message":{"text":"I want to buy security shutters"}}'

# Check conversation state
curl http://localhost:5001/conversations
```

## Logs

```bash
journalctl -u sales-agent -f
```

## Architecture

```
SalesIQ Chat
     │
     ▼
Webhook (Flask :5001)
     │
     ├──▶ KB Search (semantic/keyword)
     │         │
     │         ▼
     └──▶ Claude AI ◀── Sales Persona Prompt
              │              + KB Context
              ▼              + Conversation History
         AI Response
              │
              ▼
     SalesIQ Reply
```

## Features

- **Conversational AI** - Claude generates natural responses
- **KB-Powered** - Searches your 47K+ embedded records for context
- **Lead Extraction** - Auto-detects name, phone, email, product interest
- **Memory** - Remembers conversation per visitor
- **Objection Handling** - Built-in scripts for common objections
- **Positive Language** - Avoids negative words

## Webhook URL for SalesIQ

After deployment, update your SalesIQ bot webhook to:
```
https://bot.rollerup.ca/webhook/salesiq
```