Adolfo Delorenzo
dcd89cc8fd
- Create 01-04-SUMMARY.md documenting FastAPI portal API and Next.js portal - Update STATE.md: advance plan, record metrics, add decisions - Update ROADMAP.md: phase 1 plan progress (3/4 summaries) - Update REQUIREMENTS.md: mark PRTA-01, PRTA-02 complete Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
132 lines
6.2 KiB
Markdown
132 lines
6.2 KiB
Markdown
# Requirements: Konstruct
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**Defined:** 2026-03-23
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**Core Value:** An AI employee that works in the channels your team already uses — no new tools to learn, no dashboards to check, just a capable coworker in Slack or WhatsApp.
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## v1 Requirements
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Requirements for beta-ready release. Each maps to roadmap phases.
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### Channel Infrastructure
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- [x] **CHAN-01**: Channel Gateway normalizes messages from all channels into unified KonstructMessage format
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- [ ] **CHAN-02**: User can interact with AI employee via Slack (Events API — @mentions, DMs, thread replies)
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- [ ] **CHAN-03**: User can interact with AI employee via WhatsApp Business Cloud API
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- [ ] **CHAN-04**: WhatsApp adapter enforces business-function scoping per Meta 2026 policy
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- [ ] **CHAN-05**: Platform rate-limits requests per tenant and per channel with configurable thresholds
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### Agent Core
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- [ ] **AGNT-01**: Tenant can configure a single AI employee with custom name, role, and persona
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- [ ] **AGNT-02**: Agent maintains conversational memory within sessions (sliding window)
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- [ ] **AGNT-03**: Agent retrieves relevant past context via vector search (pgvector long-term memory)
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- [ ] **AGNT-04**: Agent can invoke registered tools to perform actions (tool registry + execution)
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- [ ] **AGNT-05**: Agent escalates to human when configured rules trigger, transferring full conversation context
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- [ ] **AGNT-06**: Every agent action (LLM call, tool invocation, handoff) is logged in an audit trail
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- [ ] **AGNT-07**: Agent token usage is tracked per-agent per-tenant with configurable budget limits
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### LLM Backend
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- [x] **LLM-01**: LiteLLM router abstracts LLM provider selection with fallback routing
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- [x] **LLM-02**: Platform supports Ollama (local) and commercial APIs (Anthropic, OpenAI) as LLM providers
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- [ ] **LLM-03**: Tenant can provide their own API keys for supported LLM providers (BYO keys, encrypted at rest) ⚠️ CONFLICT: listed as v1 here but out-of-scope in PROJECT.md — resolve before Phase 3 planning
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### Multi-Tenancy & Security
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- [x] **TNNT-01**: All tenant data is isolated via PostgreSQL Row Level Security
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- [x] **TNNT-02**: Inbound messages are resolved to the correct tenant via channel metadata
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- [x] **TNNT-03**: Per-tenant Redis namespace isolation for cache and session state
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- [x] **TNNT-04**: All data encrypted at rest (PostgreSQL, object storage) and in transit (TLS 1.3)
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### Admin Portal
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- [x] **PRTA-01**: Operator can create, view, update, and delete tenants
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- [x] **PRTA-02**: Operator can design agents via a dedicated Agent Designer module — defining job description, statement of work, persona, system prompt, tool assignments, and escalation rules
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- [ ] **PRTA-03**: Operator can connect messaging channels (Slack, WhatsApp) via guided wizard
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- [ ] **PRTA-04**: New tenants are guided through structured onboarding (connect channel, configure agent, test message)
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- [ ] **PRTA-05**: Operator can manage subscription plans and billing via Stripe integration
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- [ ] **PRTA-06**: Portal displays agent cost tracking and usage metrics per tenant
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## v2 Requirements
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Deferred to future release. Tracked but not in current roadmap.
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### Channel Expansion
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- **CHAN-06**: User can interact with AI employee via Microsoft Teams
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- **CHAN-07**: User can interact with AI employee via Mattermost
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- **CHAN-08**: User can interact with AI employee via Telegram
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### Agent Advanced
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- **AGNT-08**: Same agent maintains unified memory across Slack and WhatsApp (cross-channel identity)
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- **AGNT-09**: Agent detects negative sentiment and proactively escalates before user requests it
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- **AGNT-10**: Pre-built tool integrations for common SMB tools (Zendesk, HubSpot, Google Calendar)
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### Multi-Agent Teams
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- **TEAM-01**: Coordinator agent routes inbound messages to specialist agents
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- **TEAM-02**: Specialist agents execute domain-specific tasks and return results to coordinator
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- **TEAM-03**: All inter-agent communication logged for audit
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### Enterprise
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- **ENTR-01**: Schema-per-tenant isolation for Team tier
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- **ENTR-02**: Self-hosted deployment via Helm chart and Docker Compose
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- **ENTR-03**: Agent marketplace with pre-built role templates
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## Out of Scope
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| Feature | Reason |
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|---------|--------|
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| Voice/telephony channels (Twilio) | Completely different tech stack and regulatory environment; validate messaging first |
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| Open-ended general-purpose WhatsApp bot | Banned by Meta (Jan 2026 policy); agents must serve specific business functions |
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| Real-time token streaming in chat | Slack/WhatsApp don't support partial message streaming; zero user benefit |
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| Full no-code visual agent builder (drag-and-drop) | Agent Designer covers structured text-based configuration; visual flow builders are premature |
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| Cross-tenant agent communication | Security/isolation violation; no compliance framework supports it |
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| Dashboard-first UX for end users | Defeats core value proposition; agent interactions stay in messaging channels |
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| White-labeling for agencies | Secondary market; validate direct SMB first |
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| AI company hierarchy (teams of teams) | Requires proven multi-agent foundation; v3+ |
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| SOC 2 / HIPAA compliance | Post-revenue; self-hosted option covers compliance-sensitive customers |
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## Traceability
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Which phases cover which requirements. Updated during roadmap creation.
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| Requirement | Phase | Status |
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|-------------|-------|--------|
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| CHAN-01 | Phase 1 | Complete |
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| CHAN-02 | Phase 1 | Pending |
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| CHAN-03 | Phase 2 | Pending |
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| CHAN-04 | Phase 2 | Pending |
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| CHAN-05 | Phase 1 | Pending |
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| AGNT-01 | Phase 1 | Pending |
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| AGNT-02 | Phase 2 | Pending |
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| AGNT-03 | Phase 2 | Pending |
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| AGNT-04 | Phase 2 | Pending |
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| AGNT-05 | Phase 2 | Pending |
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| AGNT-06 | Phase 2 | Pending |
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| AGNT-07 | Phase 3 | Pending |
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| LLM-01 | Phase 1 | Complete |
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| LLM-02 | Phase 1 | Complete |
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| LLM-03 | Phase 3 | Pending |
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| TNNT-01 | Phase 1 | Complete |
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| TNNT-02 | Phase 1 | Complete |
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| TNNT-03 | Phase 1 | Complete |
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| TNNT-04 | Phase 1 | Complete |
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| PRTA-01 | Phase 1 | Complete |
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| PRTA-02 | Phase 1 | Complete |
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| PRTA-03 | Phase 3 | Pending |
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| PRTA-04 | Phase 3 | Pending |
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| PRTA-05 | Phase 3 | Pending |
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| PRTA-06 | Phase 3 | Pending |
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**Coverage:**
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- v1 requirements: 25 total
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- Mapped to phases: 25
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- Unmapped: 0
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---
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*Requirements defined: 2026-03-23*
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*Last updated: 2026-03-23 after roadmap creation — traceability complete*
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