Working with ChatGPT on the round 2 plan for helping to train the AI agent model. Good session. Here is the link to our chat session:
https://chatgpt.com/share/69462819-9640-8007-9f14-948f203349b9

Full day work session. New logic changes, updating help files, and working on glossary terms. See notes in the shop for 12/20/25.

Working with ChatGPT on coming up with a plan for round 2 or version 2 of the AI training stuff. See EOT # 12553 for notes plus a link to the chat session.

Meeting with Brandon, testing AI Agent and planning out next steps. Need to have investment to continue and build out the database on the server - Global Context - Meeting with team

Small work session with the AI agent. Meeting with the Nxtlinq guys. See EOT #'s 12546 and 12523 in the shop for details.

Multiple work sessions and training the AI agent. See EOT #'s 12542 and 12544 in the shop.

Various sessions doing training, meeting with Steve, and meeting with the Nxtlinq guys. See notes in the shop on EOT #'s 12531, 12533, 12511, 12534, and 12535.

Working on training the AI agent. Most of the work today was in the parent level of normal ChatGPT. See notes in the shop for 12/8/25 for more info.

Meeting with Steve and the Nxtlinq guys. Steve and I met both before and after the Nxtlinq meeting. See notes in the shop for EOT #'s 12512 and 12491.

Testing and meeting with the team, meetings with Brandon, research on Grok AI and SDKs

Small brainstorming and planning session for ways to help train the AI agent. See notes in the shop for EOT # 12497 for details.

Multiple meetings. All of them ended up being based on the AI agent and where things are at. Meeting with Shannon, Steve, and the Nxtlinq guys. See notes in the shop for 11/25/25.

A couple of sessions, working on training the AI agent. Semi mixed review... Some of the pieces were sort of sticking and some of them were not. See notes in the shop on EOT #'s 12483 and 12492.

Meetings and testing the AI training and general functionality. Meeting with Ted on ROI

Multi hour training session with the AI agent. Meeting with Steve to discuss ideas and options. Then meeting with the Nxtlinq guys. See notes in the shop for details. See EOT #'s 12480, 12481, and 12482.

Working on some internal training, phone call with Josh, and some chat (text entries) clean-up of previous training sessions. See notes in the shop for EOT #'s 12472, 12473, and 12474.

Meeting with the Nxtlinq guys and then working on some AI training for the adilas AI agent. See EOT #'s 12469 and 12471 in the shop.

AI Agent testing on herbo - I logged in under the Barbados ID and it was pretty quick to verify the user and start the conversation with Adi - here is me asking about help files that the team had trained - 

Call with Ted on ROI, Thomas to send us information on which corp_id (s) are using the feature. Ted to contact Josh for introduction to Zac at Green Bean for additional feedback. AI Agent (adi version 1) is currently a navigation tool, waiting on back door access so training can be global. Once training is completed we will release another News and Update on version 2. Ted to start sending leads to acquire new business. 

Meeting with the Nxtlinq guys. After the meeting, Steve and I stayed on with Thomas for a bit. After that, quick phone call with Steve. See EOT # 12461 in the shop for more notes.

AI testing and AI meeting with the team, multi tab voice issue question and ROI question for Ted

Emails with the team, adi image, multi tab voice issue, testing and training.

AI testing prompts, pronunciation and multiple tabs.

Testing and meetings with Brandon, then the entire team

Multiple sessions throughout the day. Refactoring code, meeting with Steve, light AI training, and meeting with the Nxtlinq folks. See notes in the shop for EOT #'s 12453, 12454, and 12455.

Full day work session. Prep work for pushing the AI agent up live. See notes in the shop for EOT # 12450 for more details.

Testing prior to Tuesday launch 

Worked on training the AI agent with some corp-wide settings. Also did some code prep work on adding the corp-wide settings to the AI agent SDK (include file). See EOT #'s 12447 and 12449 in the shop.

I spent another hour doing a little more testing, but mostly consolidating my results from the ER testing, and sending the Word Doc to the Team.

Testing and meeting with the team

Research and then meeting with the Nxtlinq guys. See notes in the shop for EOT #'s 12444 and 12445.

Testing with Josh

Feeding developer note book in to ChatGPT

I spent about 1 hour organizing my test results and creating a Word Doc to send to the AI Team.

Phone call with Steve and then on a meeting with the Nxtlinq guys. See EOT #'s 12437 and 12438 in the shop.

I spent about an hour, finishing up the testing of the Expense Receipt Functions, and it went very well.

Meeting with Ted and Thomas on ROI. They want to launch the Agent to all adilas clients next week and allow free usage for 60 days.

Then Jan 1st increase system fees by $5 dollars per system (I suggested a percentage of base rate or small, medium, large fee) but basically a separate line item to ROI. (we split 50/50) 

I mentioned we need to proceed slowly and do lots of Beta testing with certain clients (Green Bean is live and Zac testing) also use for adilas as much as possible. Still need to resolve the Wallet issue .......... clients will not want this experience 

I spent a little over an hour testing the Expense/Receipt Prompts.

On a meeting with the Nxtlinq guys. We are getting closer. See notes in the shop for EOT # 12429.

Working on help files and tying help files to AI quick search prompts. See EOT # 12426 in the shop.

Testing the Agent and then meeting with the team. Brandon is taking time off to finish the partial PO and we have Green Bean's Zac live testing. 

Working on back threading help files to AI quick search prompts. Then meeting with the Nxtlinq guys. After the meeting, building out a new complex prompt that they wanted. See EOT #'s 12421 and 12422 in the shop.

Working on help files and starting to do what we are calling "back threading" between help files and system navigation. See EOT # 12418 in the shop for details.

I didn't have a lot of time, but I spent about a half hour, printing up the sheets, that I use for testing and taking notes.

I spent about an hour and a half, doing more testing, but mostly just to complete the Word Doc about the testing results. That Doc has been sent to the existing Email string.

I spent 2 hours doing a little more testing, but mostly arranging the Word Doc with Screen Shots, to send to the Team, after speaking with Josh. I will finish the Doc tomorrow and send it to everyone on the email string.

Nxtlinq meeting

Small session working on more prompts. Then meeting with the Nxtlinq guys. After that, setting them up to test on a different server. See notes in the shop on EOT #'s 12406 and 12387 for more details.

Live testing and meeting with team.

I spent another hour testing, and also renaming my screen shots.

Made some code changes for the AI agent. Emails and updates. Also working on help files. See notes in the shop for 10/20/25.

I spent another hour testing Cart functions, which Steve told me to focus on.

Working on a more technical email. Did some research and tried to propose some options for taking the AI agent into a multi-tenant type environment. See EOT # 12394 in the shop.

I spent about 1.5  hours testing in the correct testing Corp, since the Yogen Fruz demo site was not allowing me to add any Items.

I spent another hour testing cart functions, but stopped because I couldn't get a single Item to go into the Cart.

Working on help files, AI quick search prompts, meeting with Steve, meeting with the Nxtlinq guys, and then a phone call with Steve afterwards. Some great notes from today. See EOT #'s 12389, 12390, 12391, and 12392 (this one has some great ideas).

Small work session. Added a number of new prompts for items and parts. See EOT # 12383 in the shop for details.

Call with Ted, review of financials for investor and talk about ROI for the Agent

Call with Sean to explain the new tools and from ground zero do final testing prior to launch. 

I got instruction from Steve, and began doing some testing in the Cart functions.

Meeting with the AI team, Teddy, Thomas, Brandon, Vincent, Matt, and Josh

Making good progress. Need to start testing the agent in live situations.

Need to remember to ask Cory to create a News an update for the API agent, homepage and prompts

Nxtlinq meeting

Multi hour work session and making a plan. Did some new code for assigning a PO to a vender right from the prompts. Lots of documentation and little tweaks. Meeting with the Nxtlinq guys and team. See notes in the shop for EOT #'s 12379 and 12378.

Long day, working on new prompts, keywords, aliases, and documentation. See notes in the shop for EOT # 12370 for more details.

Full day Saturday, working on new prompts and such. Also added a quick modal popup to the main quick search inside of the snow owl theme. See notes in the shop for EOT # 12374 for details.

Call with Ted, testing and uploading screen shots to Slack - Issues are the Agent not responding correctly

Meeting with the AI team and testing live. Still having issue with the shopping cart. Agent will not start a cart or show items for sale

Full day of work on AI prompts and options. Building, coding, testing, and documenting. Also some meetings with Bryan and the Nxtlinq guys. See notes in the shop for 10/7/25 for more details.

Quick meeting with Bryan to go over progress. Then working on AI quick search prompts and help files. See EOT #'s 12346 and 12363 in the shop.

Working on sewing help files together. I currently have four help files linked together to get all of the AI quick search prompts (view individual help files - 4 of them). Big file. See EOT # 12347 in the shop for details.

Working with Bryan and then doing a bunch of documentation stuff. See EOT #'s 12358 and 12359 in the shop for details.

Meeting with Ted and Thomas. No funding for Bryan. Asking if we can let them in the code base and they can do the URL crafting and mini API calls :)

Full day working on different parts of the AI quick search project. Meetings with Brya, Steve, and the Nxtlinq guys. Lots of time doing coding and documentation. See notes in the shop for 10/2/25 for details.

Email and recording progress - 

Date & Time:  September  2025, 18:30 PT

Attendees:  Josh White, Brandon Moore, Bryan Dayton, Stephen Berkenkotter, Vincent Chiang, Matt Kuo, Roger Chuang

Agenda

1. Check if new AI Quick Search prompts for Payroll have been added.
2. Clarify Payroll calculation method. 
1. Stephen mentioned AI-based (raising timeout concerns), while Brandon noted it is handled by Adilas.
2. Confirmation on Payroll calculation approach.
3. Confirm whether the copiable [ i ] hover tooltip feature has been implemented.

Agreed Objectives

1. Payroll Calculation: Confirmed to proceed using AI Quick Search.
2. New Prompts: Brandon and Bryan added prompts for “employee/user”, “My stuff…”, “admin stuff…”. The final “payroll stuff…” prompt is still WIP.
3. Prompt Quality: Some prompts may lead to errors; Bryan will refine/polish them.
4. Tooltip Alternative: Brandon provided the Help Files to be used instead of the copiable [ i ] hover tooltip.
5. Next Meeting: Scheduled for Oct 02 (Thu) 18:30 PT.

Meeting with Brandon and Bryan. Meeting with Josh and Teddy. Meeting with the Nextinq team.

Meetings with Bryan, Steve, and the Nextlinq guys. See notes in the shop for EOT #'s 12329 and 12327.

Meeting with Josh and Ted

Full day working on more prompts and documentation. Working with Bryan as well on coding prompts. See notes in the shop for 9/29/25.

Full day working on AI prompts and keywords. Small work session with Bryan to help him get going on the coding side of things. See notes in the shop for 9/27/25.

Working with Bryan and Suzi on prompts and step-by-step instructions. See EOT # 12325 in the shop.

Live testing the NLP. Created an invoice with cash payment, email to the team on some issues with vocabulary ........ maybe just a learning challenge?

Meeting with the Nxtlinq guys. Also doing tons of work on documentation and prompts. See notes in the shop for EOT #'s 12343, 12344, and 12348 for more details.

Call with Steve and project update with Brandon

Meeting with Thomas and Team

Date & Time:  September 23 2025, 18:30 PT

Attendees:  Stephen Berkenkotter, Josh White, Thomas Chen, Vincent Chiang, Matt Kuo, Roger Chuang

Agenda

1. Stephen’s Questions (Email): Discussion the pending questions about the Go(Send) button and mobile devices.
2. Payroll (Slack): Follow up on payroll-related items that were waiting for Stephen’s return.
3. Payroll Development: Confirm what is needed from our side to develop payroll, and whether completion means payroll can be handled fully through AI Quick Search, then called by the nxtlinq AI Agent.
4. AI Quick Search Documentation: Review the recent updates/changes — seems several new functions have been added.

Agreed Objectives

1. Send Button: Not a current priority. We may explore possible ways to implement later. Team can also share reference designs for consideration.
2. Payroll: Confirmed to proceed using AI Quick Search.
3. Testing: If a response doesn’t return within X seconds, toggle to the next model using the same prompt.
4. AI Quick Search Prompt Page: Stephen demoed the page.
5. Tooltip Improvement: Stephen to make the [ i ] hover tooltip text copiable.
6. Team Introduction: Stephen will introduce Brian to the team.
7. Next Meeting: Scheduled for Sep 25 (Fri) 18:30 PT.

Working on some reverse prompts for the AI quick search. See EOT # 12341 in the shop for details.

Super long session working on documentation for the AI keywords, options, and prompts. See notes in the shop for 9/20/25 or EOT # 12323.

Full day of working on the AI options and AI prompts. Started into the documentation process. Sorting through code to pull out the correct pieces for the documentation. See note in the shop for 9/19/25.

Good long work session on the AI options and AI prompts. Then meeting with the Nxtlinq guys. See EOT # 12320 in the shop for more info.

Working on new AI options and prompts for the AI quick search. Making tons of progress. I've got a lot done, just need to circle back and make sure that the documentation is up to speed as well. See EOT # 12318 in the shop for details.

Multiple work sessions on the AI options and prompts. Then meeting with the Nxtlinq guys later that night. See EOT #'s 12317 and 12307 in the shop.

Multiple sessions working on AI related stuff. New code, consulting, and recording notes - many dealing with AI work sessions. See notes in the shop for 9/12/25.

Tons of different sessions working on the AI quick search, natural language text options and prompts. Lots of progress. Also meeting with the Nxtlinq guys. See notes in the shop for more details for 9/11/25.

Testing and emails to the Nextlinq team with suggestions to speed up the process. Working great just need to tweak some processes.

Meeting with the guys from Nxtlinq. See notes in the shop for EOT # 12272 for details.

Testing before the meeting and then on the meeting with Brandon and team nextlinq. Making good progress with the POS

Payroll testing -

CA 

{"stateTax":409.5,"employeeId":6,"payDate":"08/25/2025","socialSecurity":558.0,"netPay":6952.67,"federalTax":949.33,"medicare":130.5,"payPeriod":"08/01/2025 to 08/15/2025","grossPay":9000.0}

CA

{"stateTax":275.0,"employeeId":"TEST123","payDate":"08/28/2025","socialSecurity":310.0,"netPay":3692.5,"federalTax":650.0,"medicare":72.5,"payPeriod":"08/01/2025 to 08/15/2025","grossPay":5000.0}  

TX

{"stateTax":0.0,"employeeId":"TEST123","payDate":"08/28/2025","socialSecurity":310.0,"netPay":4099.62,"federalTax":517.88,"medicare":72.5,"payPeriod":"08/01/2025 to 08/15/2025","grossPay":5000.0}

TX 10k gross with 25 extra state tax

{"stateTax":25.0,"employeeId":"TEST123","payDate":"08/28/2025","socialSecurity":620.0,"netPay":6914.62,"federalTax":2295.38,"medicare":145.0,"payPeriod":"08/01/2025 to 08/15/2025","grossPay":10000.0}

TX 1k gross with 0 extra state tax

{"stateTax":0.0,"employeeId":"TEST123","payDate":"08/28/2025","socialSecurity":62.0,"netPay":788.5,"federalTax":135.0,"medicare":14.5,"payPeriod":"08/01/2025 to 08/15/2025","grossPay":1000.0}

Multiple work sessions on Saturday. Finally got a new function to work to help sub divide the AI search options and prompts. See notes in the shop for EOT # 12283.

Full day working on samples, testing, and integrating code into adilas headers and footers for the AI agent. See notes in the shop for EOT # 12282.

Meeting with Thomas and team. Brandon presenting the new idea of adding the SDK to the footer so each page will have the AI Agent (if turned on)

Prep work and starting to work on adding in the AI agent to the headers and footers. Also, a meeting with the Nxtlinq guys and Steve. See notes in the shop for EOT #'s 12281 and 12260.

AI payroll testing

Meeting with Teddy and Josh on launching Sept 12th

From Brandon:

Working with Steve and Josh. Then building out the adilas mini API to handle other customer search options. See EOT #'s 12257 and 12278 in the shop for details.

Meeting with Thomas, Vincent and Matt. 

Date & Time:  September 02 2025, 06:30 PT

Attendees:  Stephen Berkenkotter, Brandon Moore, Vincent Chiang, Matt Kuo, Roger Chuang

Agenda

1. Recap: We provided two example approaches: 
1. 1. Session Storage – Preserve AI Agent state when switching pages. 
2. 2. Single Page Application (SPA) – Run AI Agent seamlessly with no page refresh.
2. Demo: Matt to showcase both Session Storage and SPA methods.
3. Discussion Point: Were Stephen and Brandon able to test these approaches?
4. Brandon to showcase a mini-API lookup method (currently in beta).

Agreed Objectives

1. Stephen and Brandon have not tested the examples yet, but will do so soon.
2. Stephen will share the example files with Brandon.
3. Vincent to send the examples to everyone in the email summary.
4. Matt and Roger to utilize the mini-API lookup feature.
5. Look into supporting login with traditional username–password for AIT, instead of forcing IDV.

Working on the adilas mini API for the AI agents. Also jumped on a meeting with the Nxtlinq guys. See notes on EOT # 12265 in the shop for details.

Working with Grok on payroll, mainly testing different states and different values.

Working on the adilas mini API and then meeting with the Nxtlinq guys. See notes in the shop for EOT #'s 12262 and 12243.

Work session with Steve, building and prepping things. Meeting with the Nxtlinq folks to show them the URL crafting options and prompts. Phone call with Steve after the meeting. See EOT #'s 12241, 12251, and 12252 in the shop for details.

Working on the new Crafting URL functionality and meeting with the nxtlinq team to demo the new process. This will replace most of the API calls and resolve the need for session or a type of storage. This also helps with permissions.

Working with Steve to come up with some plans. We talked about normal API sockets, cookies/tokens/JSON stuff, and URL web address crafting. Fun work session. See notes in the shop for 8/25/25. This was a big breakthrough for us.

Grok API for payroll. Testing the function that sends the user information to the API

Working on the payroll AI interaction. Grok API

Meeting with Brandon, Thomas, Ted, Vincent, Josh, Matt and ntxlinq team. Call with Brandon afterwards. Headed in the direction of allowing them to use our database to store 'session' type information to later be processed into an invoice. Brandon and I to meet Monday at 1pm to map out a plan. May need to bring back someone to help.

Review and response to Slack channel, basically the decision to either proceed with a Hybrid model or a Standalone model. After discussion with Thomas the decision looks best in the Standalone path.

Early meeting and working on adding files provided. Looking into the tax rounding issue

Meeting with Thomas, Vincent and Josh. Review of the AI Agent and install issues. Rejoining early in the morning.

Meeting with Thomas, Matt and Vincent on next steps and demoing the AI POS Agent. Need to bring in sub inventory into the process.

Testing live on AI Agent POS

Testing the AI agent live on ai_agent_pos.cfm

Working on adding the response to the Bot, the agent loads and the AI modal shows up but the response times out ..... meeting with Vincent to troubleshoot

Creating a new page - secure/ai_agent_pos.cfm

Meeting with Thomas and team to implement the SDK

Adding in the SDK and live testing

Adding a 3rd party solution for the Nxtlinq AI Agent api socket/connection settings.

SDK research and plan with Grok - https://docs.nxtlinq.ai/docs

Working on the SDK 

Date & Time:  August 06 2025, 06:00 PT

Attendees:  Stephen Berkenkotter, Josh White, Ted Rouhani, Vincent Chiang, Matt Kuo

Agenda

1. Confirm that Stephen and Josh can log in to the nxtlinq AI agent docs (including access to the Adilas demo and SDK docs).
2. Provide the nxtlinq AI agent SDK API key and secret.
3. The login account for the nxtlinq AI agent dashboard will be provided later.
4. If necessary, provide a sample SDK integration based on the structure of the other party's Adilas dashboard.
5. Go over changes made to the create invoice demo.
6. Confirm whether all required Adilas APIs for the payroll process are available, and have Stephen outline the full payroll flow, clearly identifying which step calls which API.
7. Regarding the PO API: getMainPOInfo requires a PO number as a search condition. Besides recording the PO number immediately after calling addMainPO, is there an API to retrieve previously created PO numbers?
8. Other Q&As

Agreed Objectives

1. Stephen and Josh's access to nxtlinq AI agent docs
   Confirmed. They can now access both the Adilas AI Agent demo and SDK docs.
2. SDK API key and secret
   Provided via Slack.
3. nxtlinq AI agent dashboard login
   Will be provided later.
4. Sample SDK integration
   Adilas Dashboard system uses ColdFusion 2018.
5. Demo – Create Invoice
   Demoed. Noticed an issue with tax calculation. Will adjust.
6. Adilas API for Payroll + Process flow
   Stephen is still working on it. Expected to provide it next week.
7. PO API – Retrieving existing PO numbers
   Use getPurchaseOrder. See meeting recording for details.
8. PO_TYPE_ID – What are the 7 types? Is 0 invalid?
   All 7 types shared. We'll mainly use types 2 and 5.
9. Stephen asks: Can AI Agent appear only on specific pages?
   Yes, it can be limited to specific pages or shown site-wide.
10. Stephen asks: Can AI Agent processes run without showing the flow in UI?
    Yes. Current flow display is just for demo purposes.

Adding new API Endpoints and conditioning old unused calls. Added a few for Payroll

Working on testing and Payroll APIs

Added 

getMainPOInfo

updatePOLineItem

getAllEmployees

getPayeePayrollInfo

Adding PO endpoints for Thomas and team, they are now working on building out an Agent for ordering inventory.