crm.komunitech.com Β· siap deploy

CRM CS yang membuat operasional member jalan sendiriβ€”dan tetap terukur

Satu ekosistem KomuniTech CS CRM + agent OpenClaw cs: dari inbox dan knowledge sampai auto-resolve live, guard outbound enforce, dan snapshot metrics di dashboard. Dibangun dan diverifikasi di repo komunitech-crm-cs (produksi juga di cs-crm.komunitech.com).

Tiga pilar yang beda dari CRM biasa

Bukan klaim marketingβ€”ini komponen yang ada di VPS, script verify, dan kode CRM di workspace ini.

βš™οΈ

Otomasi CS end-to-end

Member VIP, batch, dan DM tidak menggantung: timer systemd, cron, dan skrip Python menjalankan alur CS tanpa intervensi manual rutin, sambil tetap menghormati guardrail (disclaimer KB, eskalasi on demand).

  • Auto-resolve mode live β€” cs-auto-resolve.py + unit CS_AUTORESOLVE_MODE=live
  • Eskalasi & pending-help β€” cs-escalation-resolve, wa-pending-help.timer, digest harian
  • Proactive brief live β€” triase internal tim CS ke arsip cs-brief
  • CSAT & VIP FU β€” stack cs-csat-*; API /api/vip-followup + tier-2 suggest (human gate kirim)
  • Knowledge inject otomatis β€” publish CRM β†’ mirror disk β†’ hook cs-knowledge-inject (34 artikel published)

Bukti: bash scripts/verify-cs-automation-goal-remote.sh exit 0 Β· docs/CS-AUTOMATION-GOAL-STATUS.md

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Outbound guard global enforce

Jawaban bot ke member di-scrub sebelum terkirim: kontrol kebocoran internal (tiket, cue KB, data sensitif) dengan mode enforceβ€”bukan sekadar peringatan di log.

  • Plugin cs-outbound-guard di profil gateway CS :19889
  • Global mode enforce β€” workspace-cs/data/guard/config.json via fix-cs-outbound-guard-mode.sh
  • Rule kritis β€” pola di patterns.json dengan enforce: true untuk leak member-facing
  • Allowlist outbound CRM β€” /api/outbound-allowlist + sinkron sheet crm-outbound-allowlist-sync.py
  • Rate limit chat baru β€” /api/new-chat batasi follow-up non-VIP per user

Bukti: health verify OK mode=enforce per_rule_enforce=3

πŸ“Š

Metrics terpusat di CRM

Tim tidak perlu membuka lima log berbeda: satu API snapshot merangkum kesehatan operasional CS untuk audit, Cloud Agent, dan keputusan harian.

  • Endpoint GET /api/cs-ops/snapshot β€” auth sesi CRM
  • Isi snapshot β€” KB published count, pending-help, VIP tier-2 queue, ringkasan CSAT, tail auto-resolve, arsip grup terbaru
  • Implementasi β€” lib/cs-ops-snapshot.ts membaca path VPS live
  • Halaman CSAT β€” /csat untuk drill-down rating
  • Verifier β€” verify-cs-crm-ops-snapshot-remote.sh

Bukti: deploy via install-cs-crm-remote.sh Β· snapshot JSON teruji di loopback :47293

Fitur CRM & integrasi (ringkas)

Satu atau dua kalimat per itemβ€”hanya yang ada di kode atau dokumentasi repo.

πŸ’¬ Inbox WA & Telegram

DM, grup, topic forum TG; filter takeover/bot; merge arsip wa-group-archive di lib/data.ts.

πŸ‘€ Human takeover

API /api/takeover + kirim balasan /api/send lewat gateway OpenClaw.

πŸ“š Knowledge publish β†’ bot

Draft, publish, revisi, sync disk; API /api/knowledge/*; runbook CS-KB-PUBLISH-RUNBOOK.md.

πŸ“„ Isi KB dari Google

fill-vip-manifest-kb-from-gdoc.mjs β€” export GDoc + fallback gog drive download untuk file MD kosong.

🎫 Tiket eskalasi

Halaman /tickets + API tiket; terhubung plugin cs-escalation di OpenClaw.

πŸ” RBAC

Role owner/manager/agent; capability per menu & API di lib/rbac.ts.

πŸ’‘ KB feedback

API /api/kb-feedback β€” umpan balas percakapan menuju draft knowledge.

πŸ”Œ Connector multi-node

GET /api/connector/config, ingest, long-poll commands β€” SPEC di connector/SPEC.md.

⚑ Onboarding & config bot

Wizard onboarding AI; generate AGENTS.md/SOUL.md dari dashboard.

🏒 Multi-agent / tenant

Agent switcher, halaman tenants, leads, settings per agent.

βœ… Verifikasi otomasi

verify-cs-automation-health.sh, verify-cs-automation-goal-remote.sh, expect-live.

πŸ“… Monitoring mingguan

Cron Senin 06:10 WIB β€” install-cs-automation-weekly-verify.sh β†’ log health.

πŸ“– SSOT dokumentasi

docs/CS-AUTOMATION-*, inventory operator, gap analysis, group inbox design.

🌐 Akses publik CRM

Nginx TLS cs-crm.komunitech.com β†’ :47293; rate limit login + fail2ban (repo configs/nginx/).

πŸ”— Split gateway WA

wa-cs hanya di gateway CS; invariant verify-gateway-split.sh.

Paket investasi

Halaman onboarding CRM menyebut Β«paket sistem (CRM + template agent + preset + installer)Β» β€” angka harga tidak di-hardcode di repo.

Starter CS

Placeholder β€” CRM CS deploy, 1 gateway OpenClaw, preset KomuniTech.

Operasional Live

Placeholder β€” otomasi auto-resolve, KB publish, outbound guard, training operator.

Multi-node / White-label

Placeholder β€” Connector API, multi-tenant, subdomain HTTPS terpisah.