fix(02-agent-features): revise plans based on checker feedback

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2026-03-23 14:32:20 -06:00
parent 7da5ffb92a
commit b2e86f1046
4 changed files with 319 additions and 68 deletions

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@@ -47,13 +47,14 @@ Plans:
3. The agent can invoke a registered tool (e.g., knowledge base search) and incorporate the result into its response
4. When a configured escalation rule triggers (e.g., failed resolution attempts), the conversation and full context are handed off to a human with no information lost
5. Every LLM call, tool invocation, and handoff event is recorded in an immutable audit trail queryable by tenant
**Plans**: 4 plans
**Plans**: 5 plans
Plans:
- [ ] 02-01: Conversational memory layer (Redis sliding window + pgvector long-term storage with HNSW index)
- [ ] 02-02: Tool framework (registry, schema-validated execution, authorization enforcement, audit logging)
- [ ] 02-03: WhatsApp adapter (Business Cloud API, per-tenant phone numbers, opt-in enforcement, Meta policy compliance)
- [ ] 02-02: Tool framework (registry, schema-validated execution, audit logging) — split into audit+tools+wiring
- [ ] 02-03: WhatsApp adapter (Business Cloud API, per-tenant phone numbers, media download, Meta policy compliance)
- [ ] 02-04: Human escalation/handoff with full context transfer and audit trail
- [ ] 02-05: Cross-channel media support and multimodal LLM interpretation (Slack file_share, image_url content blocks, channel-aware outbound routing)
### Phase 3: Operator Experience
**Goal**: An operator can sign up, onboard their tenant through a web UI, connect their messaging channels, configure their AI employee, and manage their subscription — without touching config files or the command line
@@ -78,7 +79,7 @@ Phases execute in numeric order: 1 → 2 → 3
| Phase | Plans Complete | Status | Completed |
|-------|----------------|--------|-----------|
| 1. Foundation | 4/4 | Complete | 2026-03-23 |
| 2. Agent Features | 0/4 | Not started | - |
| 2. Agent Features | 0/5 | Not started | - |
| 3. Operator Experience | 0/2 | Not started | - |
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