Executive Vision
Roadmap 2018-2027
Verification Checklist
Introduction
Part I: Getting Started
1.
Chapter 1: Getting Started
1.1.
Overview
1.2.
Quick Start
1.3.
Installation
1.4.
Configuring .local Domains
1.5.
First Conversation
1.6.
Sessions and Channels
Part II: Core Architecture
2.
Chapter 2: Architecture & Packages
2.1.
Architecture Overview
2.2.
Module Structure
2.3.
Service Layer
2.4.
Building from Source
2.5.
Cargo Tools Reference
2.6.
Container Deployment (LXC)
2.7.
Docker Deployment
2.8.
Kubernetes Deployment
2.9.
Scaling and Load Balancing
2.10.
Infrastructure Design
2.11.
Observability
2.12.
Monitoring Setup
2.13.
Autonomous Task AI
2.14.
Philosophy
2.15.
.gbai Package Format
2.16.
.gbdialog Dialogs
2.17.
.gbkb Knowledge Base
2.18.
.gbot Bot Configuration
2.19.
.gbtheme UI Theming
2.20.
.gbdrive File Storage
2.21.
Dynamic Plugin Manifest
2.22.
Templates Overview
2.23.
Template: BI
2.24.
Template: Web Crawler
2.25.
Template: CRM
2.26.
Template: Marketing
2.27.
Creating Custom Keywords
2.28.
Adding Dependencies
2.29.
Example: Creating a New gbapp Virtual Crate
2.30.
Chapter 02 – Package Documentation Overview
2.31.
Platform Analytics Template (analytics.gbai)
2.32.
API Client Template (api-client.gbai)
2.33.
Attendance CRM Template (attendance-crm.gbai)
2.34.
CRM Contacts Template
2.35.
Template: Embedded Devices
2.36.
Legal Document Processing Template (law.gbai)
2.37.
LLM Server Template (llm-server.gbai)
2.38.
LLM Tools Template (llm-tools.gbai)
2.39.
Office Automation Template (office.gbai)
2.40.
Reminder Template (reminder.gbai)
2.41.
Template Samples & Conversations
2.42.
Template for Creating Templates (template.gbai)
2.43.
Testing and Safety Tooling
Part III: Intelligence
3.
Chapter 3: Knowledge & AI
3.1.
KB and Tools System
3.2.
Vector Collections
3.3.
Document Indexing
3.4.
Episodic Memory
3.5.
Semantic Caching
3.6.
AI Sheet Cache
3.7.
AI and LLM Integration
3.8.
Retrieval and RAG
3.9.
Memory Management
3.10.
Conversation Management
3.11.
Automation
3.12.
Email Integration
3.13.
Intelligent Email Triaging
3.14.
Transfer to Human
3.15.
LLM-Assisted Attendant
3.16.
Channel Setup Guide
3.17.
Multi-Channel Support
3.18.
Core Features
3.19.
Drive Monitor
3.20.
Feature Editions
3.21.
Cargo Feature Map
3.22.
Knowledge Base
3.23.
Enterprise Platform Migration
3.24.
Multi-Agent Office Suite - Complete Design Document
3.25.
Multi-Agent Orchestration
3.26.
Platform Capabilities
3.27.
Project App User Guide
3.28.
Projects
3.29.
Storage and Data
3.30.
Chapter 03 – Knowledge Base System Overview
3.31.
What's New
3.32.
Meeting Whiteboard User Guide
Part IV: Programming
4.
Chapter 4: BASIC Scripting
4.1.
BASIC Basics
4.2.
Execution Modes: RUNTIME vs WORKFLOW
4.3.
API Possibilities
4.4.
Universal Messaging
4.5.
BASIC vs n8n/Zapier/Make
4.6.
Template Variables
4.7.
TALK
4.8.
HEAR
4.9.
SET CONTEXT
4.10.
GET BOT MEMORY
4.11.
SET BOT MEMORY
4.12.
GET USER MEMORY
4.13.
SET USER MEMORY
4.14.
REMEMBER / RECALL
4.15.
BOOK / BOOK_MEETING
4.16.
WEATHER / FORECAST
4.17.
ADD BOT
4.18.
USE MODEL
4.19.
DELEGATE TO BOT
4.20.
RUN CODE
4.21.
USE KB
4.22.
THINK KB
4.23.
GET
4.24.
SET
4.25.
ON
4.26.
ON UPDATE OF
4.27.
SET SCHEDULE
4.28.
CREATE TASK
4.29.
FOR EACH
4.30.
SWITCH
4.31.
SAVE
4.32.
INSERT
4.33.
UPDATE
4.34.
DELETE
4.35.
FIND
4.36.
FILTER
4.37.
MAP
4.38.
AGGREGATE
4.39.
POST
4.40.
GRAPHQL
4.41.
WEBHOOK
4.42.
PLAY
4.43.
SEND MAIL
4.44.
SEND SMS
4.45.
READ
4.46.
WRITE
4.47.
UPLOAD
4.48.
DOWNLOAD
4.49.
GENERATE PDF
4.50.
Webhook Integrations and Jobs Examples
4.51.
ADD MEMBER Keywords
4.52.
ADD SUGGESTION / CLEAR SUGGESTIONS Keywords
4.53.
BOT REFLECTION
4.54.
CARD
4.55.
CLEAR KB
4.56.
CLEAR TOOLS Keyword
4.57.
COMPRESS
4.58.
COPY
4.59.
CREATE DRAFT Keyword
4.60.
CREATE SITE Keyword
4.61.
DELETE FILE
4.62.
DELETE HTTP
4.63.
EXIT FOR Keyword
4.64.
EXTRACT
4.65.
Face API Keywords
4.66.
FILL
4.67.
FIRST Keyword
4.68.
FORMAT Keyword
4.69.
GOTO Keyword
4.70.
GROUP BY
4.71.
INSTR
4.72.
IS NUMERIC
4.73.
JOIN
4.74.
KB COLLECTION STATS
4.75.
KB DOCUMENTS ADDED SINCE
4.76.
KB DOCUMENTS COUNT
4.77.
KB LIST COLLECTIONS
4.78.
KB STATISTICS
4.79.
KB STORAGE SIZE
4.80.
LAST Keyword
4.81.
LIST
4.82.
MERGE PDF
4.83.
MERGE
4.84.
MODEL ROUTE Keywords
4.85.
MOVE
4.86.
ON CHANGE
4.87.
ON EMAIL
4.88.
ON ERROR RESUME NEXT
4.89.
PATCH
4.90.
PIVOT
4.91.
POST TO
4.92.
PRINT
4.93.
PUT
4.94.
QR CODE
4.95.
Complete Keyword Reference
4.96.
SEND TEMPLATE Keywords
4.97.
SET HEADER
4.98.
SET USER Keyword
4.99.
SOAP
4.100.
START MEET / JOIN MEET Keywords
4.101.
SYNCHRONIZE
4.102.
TABLE Keyword
4.103.
USE ACCOUNT
4.104.
USE MCP
4.105.
USE TOOL
4.106.
USE WEBSITE Keyword
4.107.
WAIT Keyword
4.108.
Data Operations
4.109.
File Operations
4.110.
GPIO & IoT Keywords
4.111.
HTTP & API Operations
4.112.
KB Statistics Keywords
4.113.
Lead Scoring Keywords
4.114.
Media & Messaging Keywords
4.115.
Multi-Agent Keywords
4.116.
Social Media Keywords
4.117.
Keyword Reference
4.118.
Prompt Blocks: BEGIN SYSTEM PROMPT, BEGIN TALK & Channel Prompts
4.119.
Script Execution Flow & Entry Points
4.120.
Enrollment Tool Example
4.121.
start.bas Template
4.122.
generate-summary.bas Template
4.123.
Template Examples
4.124.
Data Sync Tools
4.125.
start.bas
4.126.
default.bas
4.127.
auth.bas
4.128.
enrollment.bas
4.129.
sales-pipeline.bas
4.130.
AI Search Template
4.131.
Analytics Dashboard Template
4.132.
Announcements Template
4.133.
Backup Template
4.134.
Bank Template
4.135.
Broadcast Template
4.136.
Education Template
4.137.
HR Employees Template
4.138.
ERP Template
4.139.
IT Helpdesk Template
4.140.
Privacy Template
4.141.
Store Template
4.142.
Talk to Data Template
4.143.
WhatsApp Template
Part V: Orchestration
5.
Chapter 5: Multi-Agent Orchestration
5.1.
Task Workflow
5.2.
App Generation
5.3.
Data Model
5.4.
Designer
5.5.
Agent Workspaces
5.6.
API Reference
5.7.
Examples
Part VI: Connectivity
6.
Chapter 6: Channels & Connectivity
6.1.
Channel Integrations
6.2.
Service Catalog
6.3.
WhatsApp Quick Start
6.4.
WhatsApp Admin Automation
6.5.
WhatsApp Webhooks
6.6.
Teams Channel
6.7.
Telegram Channel
6.8.
SMS Providers
6.9.
Attendance Queue
6.10.
LLM Providers
6.11.
Storage Services
6.12.
Directory Services
6.13.
Console Module (XtreeUI)
6.14.
Hosting, DNS, and MDA Integration
6.15.
Multimodal Module
6.16.
NVIDIA GPU Module
6.17.
Time-Series Database Module
6.18.
Weather API Integration
6.19.
Code Examples for WhatsApp Integration
6.20.
Quick Reference Guide
6.21.
Troubleshooting Guide
Part VII: User Interface
7.
Chapter 7: User Interface
7.1.
Suite User Manual
7.2.
Admin vs User Views
7.3.
UI Structure
7.4.
single.gbui - Simple Chat
7.5.
Console Mode
7.6.
Monitoring Dashboard
7.7.
HTMX Architecture
7.8.
Suite - Full Desktop
7.9.
Vibe - AI Dev Environment
7.10.
Chat - AI Assistant
7.11.
Drive - File Management
7.12.
Tasks
7.13.
Mail - Email Client
7.14.
Calendar - Scheduling
7.15.
Meet - Video Calls
7.16.
CRM - Sales Pipeline
7.17.
Billing - Invoices
7.18.
Tickets - Support Cases
7.19.
Analytics - Dashboards
7.20.
Admin - Administration Panel
7.21.
Settings - User Preferences
7.22.
Monitoring - System Health
7.23.
Attendant - Human Agent Console
7.24.
Designer - Visual Builder
7.25.
Docs - AI Writing
7.26.
Sheet - Spreadsheets
7.26.1.
Sheet Parity Plan
7.27.
Slides - Presentations
7.28.
Canvas - Whiteboard
7.29.
Campaigns - Marketing
7.30.
Goals - OKR Management
7.31.
Project - Project Management
7.32.
People - Contacts
7.33.
Learn - E-Learning
7.34.
Social - Community
7.35.
Workspace - Pages & Blocks
7.36.
Browser - Web Browser
7.37.
Terminal - Console
7.38.
Video - AI Monitoring
7.39.
Templates - Content
7.40.
Tools - Security
7.41.
Lists - Marketing Lists
7.42.
Paper - AI Writing
7.43.
Research - AI Search
7.44.
Sources - Repositories & Apps
7.45.
Player - Media Viewer
7.46.
Products - Product Catalog
7.47.
Dashboards - Custom Visualizations
7.48.
Compliance - ISO 27001
7.49.
About - General Bots
7.50.
Auth - Login
7.51.
Banking - Financial Reconciliation
7.52.
Database - Schema Browser
7.53.
Desktop - Virtual Desktop
7.54.
Fraud - Anti-Fraud Engine
7.55.
Handoff - Chatbot Analytics
7.56.
HR - Human Resources
7.57.
Integrations - Connector Platform
7.58.
KYC - Identity Verification
7.59.
o365
7.60.
Minutes - Meeting Minutes
7.61.
POS - Point of Sale
7.62.
Sales - CRM Pipeline
7.63.
Tax - Fiscal Management
7.64.
Templates App - Bot Templates
7.65.
Timeclock - Time Tracking
7.66.
Vision - Image Recognition
7.67.
Suite Apps
7.68.
Automations
7.69.
Biometry
7.70.
Clock Widget
7.71.
Compliance API Reference
7.72.
Concierge
7.73.
Editor
7.74.
JukeBox
7.75.
Memory
7.76.
Sticky Notes
7.77.
Photos
7.78.
Plan
7.79.
Recycle Bin
7.80.
Retail
7.81.
App Store
7.82.
Suite Apps Status
7.83.
Timer
7.84.
Virtual Desktop (VDI)
7.85.
Vibe Database
7.86.
Vibe Deploy
7.87.
Knowledge Graph (Vibe)
7.88.
Project Members (Vibe)
7.89.
Compute Metering (Vibe)
7.90.
Vibe Metrics
7.91.
Weather
7.92.
Create Your First Bot
7.93.
Write Your First Dialog
7.94.
Add Documents to Knowledge Base
7.95.
Connect WhatsApp
7.96.
How To... Tutorials
7.97.
How To: Monitor Your Bot
7.98.
Theme Structure
7.99.
CSS Customization
7.100.
Agentic UI Orchestration & Universal Search
7.101.
Dev Chat Widget
Part VIII: Integration
8.
Chapter 8: REST API & Tools
8.1.
Files API
8.2.
Users API
8.3.
Groups API
8.4.
Conversations API
8.5.
Email API
8.6.
Calendar API
8.7.
Tasks API
8.8.
Storage API
8.9.
Analytics API
8.10.
Admin API
8.11.
AI API
8.12.
Organizations API
8.13.
WhatsApp API
8.14.
OAuth API
8.15.
SCIM API
8.16.
i18n API
8.17.
DNS API
8.18.
DB API (CRUD)
8.19.
Terminal API
8.20.
Editor API
8.21.
Database Admin API
8.22.
Git API
8.23.
System API
8.24.
Meet API
8.25.
Attendance API
8.26.
Attendant API
8.27.
CRM API
8.28.
Sheets API
8.29.
Slides API
8.30.
Video API
8.31.
Docs API
8.32.
Paper API
8.33.
Research API
8.34.
Sources API
8.35.
Workspaces API
8.36.
Products API
8.37.
Tickets API
8.38.
People API
8.39.
Dashboards API
8.40.
Compliance API
8.41.
Legal API
8.42.
Billing API
8.43.
Designer API
8.44.
Monitoring API
8.45.
Admin API (Full)
8.46.
Tool Definition
8.47.
PARAM Declaration
8.48.
Tool Compilation
8.49.
MCP Format
8.50.
Tool Format
8.51.
External APIs
8.52.
LLM REST Server
8.53.
Backup API
8.54.
Calls API
8.55.
Collaboration API (comments, reactions, presence)
8.56.
Document Processing API
8.57.
API Examples
8.58.
GET Keyword Integration
8.59.
Group Membership API
8.60.
ML API
8.61.
Notifications API
8.62.
NVIDIA GPU Setup for LXC Containers
8.63.
Open Source Components in GeneralBots Installer
8.64.
Reports API
8.65.
Security API
8.66.
User Security API
8.67.
Whiteboard API
Part IX: Security
9.
Chapter 9: Security
9.1.
Initial Setup & Bootstrap
9.2.
User Authentication
9.3.
Password Security
9.4.
API Endpoints
9.5.
Bot Authentication
9.6.
Security Features
9.7.
Security Policy
9.8.
Compliance Requirements
9.9.
RBAC Overview
9.10.
Permissions Matrix
9.11.
RBAC Configuration Guide
9.12.
Organization Multi-Tenancy
9.13.
Knowledge Base Permissions
9.14.
SOC 2 Compliance
9.15.
Security Matrix Reference
9.16.
Endpoint Security Checklist
9.17.
Enterprise Agent Governance
9.18.
Multi-Tenant Data Isolation 🟢 STABLE
9.19.
Complete Permissions Reference
9.20.
Security Protection Tools
9.21.
RBAC & Security Design
9.22.
Role-Based Tool Access
9.23.
Security Review Checklist for SaaS Deployment
9.24.
System Limits & Rate Limiting
9.25.
User Context vs System Context
Part X: Deployment
10.
Chapter 10: Configuration & Deployment
10.1.
config.csv Format
10.2.
Bot Parameters
10.3.
LLM Configuration
10.4.
Context Configuration
10.5.
Drive Integration
10.6.
Multimodal Configuration
10.7.
Secrets Management
10.8.
Domains & Bot Subdomains
10.9.
System Limits
10.10.
MinIO Storage
10.11.
Integrations OAuth Administration Runbook
10.12.
SMS Provider Configuration
10.13.
Sources Sync Strategy
10.14.
Microsoft Teams Channel Configuration
10.15.
WhatsApp Channel Configuration
Part XI: Hardware & Scale
11.
Chapter 11: Hardware & Scaling
11.1.
Buying Guide for Beginners
11.2.
Mobile (Android & HarmonyOS)
11.3.
Supported Hardware (SBCs)
11.4.
Desktop & Server Hardware
11.5.
Local LLM with llama.cpp
11.6.
Sharding Architecture
11.7.
Database Optimization
Part XII: Ecosystem
12.
Chapter 12: Ecosystem & Reference
12.1.
Migration Overview
12.2.
OpenClaw and General Bots
12.3.
OpenAI Frontier and General Bots
12.4.
Knowledge Base Migration
12.5.
Cloud Productivity Migration
12.6.
Enterprise Platform Migration
12.7.
n8n Migration
12.8.
Notion Migration
12.9.
Zapier and Make Migration
12.10.
CLI Reference
12.11.
Updating Components
12.12.
Component Reference
12.13.
Security Auditing
12.14.
Backup and Recovery
12.15.
Troubleshooting
12.16.
Testing Strategy
12.17.
End-to-End Testing
12.18.
Performance Testing
12.19.
CI/CD Integration
12.20.
Contributing Overview
12.21.
Local Development
12.22.
Pull Requests
12.23.
Community Guidelines
12.24.
Schema Overview
12.25.
Tables
12.26.
Relationships
12.27.
Automation Scripts
12.28.
Subscription & Billing Guide
12.29.
Botpress Migration Guide
12.30.
Código de Conduta do Convênio do Colaborador
12.31.
Contributor Covenant Code of Conduct
12.32.
Common Migration Concepts
12.33.
Instructions for Logging Issues
12.34.
Dialogflow Migration Guide
12.35.
Documentation
12.36.
IDEs
12.37.
Intercom Migration Guide
12.38.
Migrating BotServer to LXC Containers
12.39.
Perplexity Migration Guide
12.40.
Migration Resources
12.41.
Code Standards
12.42.
Testing
12.43.
Validation
Part XIII: AI OS
13.
Chapter 13: AI OS
13.1.
Agent Mode & Snapshots
13.2.
Workspace Tabs
13.3.
Adaptive Automations
13.4.
Skills Marketplace
13.5.
Memory OS
13.6.
Consent System
13.7.
Unified Settings App
Appendices
14.
Glossary
15.
Contact
16.
Features
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