Makes the AI auto-reply bot visible and controllable from the inbox,
completes the handoff, and records token spend. Builds on the existing
lib/ai engine rather than replacing it.
Track A — user-facing
- messages.ai_generated flag → small "AI" badge on bot-generated bubbles
- "Take over" / "Resume AI" banner per conversation
(POST /api/ai/autoreply/[id]) — take-over pauses + assigns to the agent
- handoff now assigns to a configurable target (agent or unassigned
queue) and writes an internal note summarizing the exchange; the
existing on_conversation_assigned trigger notifies the assignee
- Settings → AI: "Hand off to" target picker
Track B — observability + safety
- providers return normalized token usage; logged per run to ai_usage_log
(admin-readable) from both auto-reply and draft
- account-wide auto-reply rate limit (30/min) on top of the
per-conversation cap
Migration: 033_ai_reply_polish.sql (messages.ai_generated,
ai_configs.handoff_agent_id, conversations.ai_handoff_summary,
ai_usage_log). Tests + typecheck + lint pass (607 tests).
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Promotes the AI assistant out of Settings into a first-class "AI Agents"
sidebar area.
- Sidebar: new "AI Agents" item → /agents.
- /agents page with two tabs:
- Playground — a test chat (POST /api/ai/playground) that runs the
real auto-reply path (KB retrieval + provider, auto_reply prompt,
multi-turn, shows handoff). loadAiConfig gains requireActive so you
can test before enabling.
- Setup — the existing provider/key + knowledge-base config, relocated.
- Removed the AI section from Settings (settings-sections + page); same
account config, new home. No migration.
Tests +6 (query, loadAiConfig requireActive). 593 pass; typecheck, lint,
build green.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
- Security: REVOKE ALL FROM PUBLIC + GRANT EXECUTE (authenticated,
service_role) on the match RPCs so anon can't read a KB by supplying
an account_id (mirrors migrations 018/025).
- Ingest: store chunks even when embedding fails (insert first, rethrow
after) so a doc stays lexically searchable; the "lexical still works"
warning is now truthful.
- Retrieval: short-circuit on an empty KB (cheap COUNT) to avoid a paid
query embedding + 2 RPCs on every draft/auto-reply.
- Migration: HNSW instead of IVFFlat (robust on small/growing tables);
language-neutral 'simple' FTS config (was 'english'); semantic RPC
takes text and casts ::vector(1536) to remove PostgREST bind ambiguity.
- Embeddings key: distinguish corrupt-from-absent (loadEmbeddingsKey
returns {key,corrupt}); log on decrypt failure; reindex now reports
failure instead of false success; POST/PATCH warn on keyword-only save.
- embedTexts: fail loud when the provider omits result indices (was
silently misaligning chunks with vectors).
Tests: +3 (empty-KB guard, embed-failure-still-indexes, missing-index).
587 pass; typecheck/lint/build green.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Grounds the AI assistant (0.5.0) in the account's own content so it can
answer instead of handing off.
- Hybrid retrieval: Postgres full-text search for every account; optional
semantic search (pgvector + OpenAI text-embedding-3-small) when an
embeddings key is set. Semantic-primary, topped up with FTS.
- src/lib/ai: chunk, embeddings, knowledge (ingest + retrieve), query;
buildSystemPrompt gains a knowledge block; config carries an
(optional) embeddings key.
- Wired into /api/ai/draft and the auto-reply bot (best-effort — never
blocks a reply).
- KB API (/api/ai/knowledge CRUD + /reindex) and a Settings → AI
Assistant knowledge-base manager + embeddings-key field.
- Migration 030: pgvector, ai_knowledge_documents, ai_knowledge_chunks
(fts + embedding), match RPCs, ai_configs.embeddings_api_key.
Migration required: supabase/migrations/030_ai_knowledge.sql.
Stacked on feat/ai-reply-assistant (#329).
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Adds an AI reply assistant powered by the account's own OpenAI or
Anthropic key (stored AES-256-GCM-encrypted; no per-seat AI fee).
- AI-drafted replies in the inbox composer (✨ button, agent+), via
read-only POST /api/ai/draft.
- Optional auto-reply bot on inbound messages that no Flow consumed and
no agent owns, with a per-conversation cap and clean [[HANDOFF]] to a
human. Stands down when a message-level automation would also reply.
- Settings → AI Assistant (admin+): provider/model, key, business
context, toggles, and a Test-key button that verifies before saving.
- Provider layer (src/lib/ai) with OpenAI + Anthropic adapters behind
one interface; migration 029 (ai_configs + per-conversation columns +
atomic claim_ai_reply_slot RPC).
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
