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Color Code: Yellow
Assigned To: Brandon Moore
Created By: Brandon Moore
Created Date/Time: 10/17/2025 12:19 pm
 
Action Status: Blank (new)
Show On The Web: Yes - (public)
Priority: 0
 
Time Id: 12392
Template/Type: Brandon Time
Title/Caption: Phone call with Steve
Start Date/Time: 10/16/2025 8:00 pm
End Date/Time: 10/16/2025 8:45 pm
Main Status: Active

Sorry, no photos available for this element of time.


Notes:

Phone call with Steve after our AI meeting. Going over tons of ideas and options... Exciting times.

- On the 3rd party solutions page, add in the other API's that Nxtlinq may need to access their data. Do this all behind the scenes so that a user doesn't have to go in and turn any of those settings on. That way, all of these API sockets will be monitored and controlled via the 3rd party solutions channel.

- We can handle the user level permissions - meaning allowing a user to turn the AI agent on/off at will. The corporation may turn it on, but not all users may want it. Basically, the corp level will be the top level and the user level will be on an individual basis level.

- Earlier today, we were talking about subsets of aliases - Steve had the idea... What about multiple levels deep? Aliases of aliases of aliases... We can totally keep it all strait but what if a user does something all the time... What if the AI agent was able to make its own aliases for common tasks. Talking about predictiveness and interpreting input and intent - We even talked about slang or certain terms that may be used in different regions.

- "Adi go" - command prompt - We already have "Adi" as our little blue dog avatar (helper or mascot). Maybe using "Adi" as a command prompt. Idea from Steve.

- Sell what we have

- The value of hyperlinks - mixing command line, Gui interfaces, web, and API - we are built for this

After Steve and I got finished, I was wrapping up for the day. I was really grateful that everything was going good, meeting wise, direction, etc. I was saying a little prayer and had a number of thoughts pop into my head. Call it inspiration, direction, or whatever. I'll take it and I love it! Here are my notes:

- On the user set aliases (making their own prompts), for the AI quick search prompts, what if we used a "#" (pound or hashtag sign) for all user specific prompts. That would not compete with any of our existing prompts. For example: #xyz or #something or #somethingelse... - we could even reclaim certain existing prompts by just add the hashtag in front of it. Another example may be... The prompt or keyword for clocking in/out has an alias of "my time" - what if a user wanted to use that for his/her own prompt for project time tracking. They could create "#my time" or "#time" and it would totally work. Even though both of those values are normal keywords by themselves. It could be really cool. Imagin a hashtag and at least one letter, more if needed. Super simple for quick speed.

- Be able to build and show the prompts and what they are tied to. Simple user interface to setup and maintain their own AI quick search prompts. Very similar to the icon payee top links in the snow owl theme, but even more, and easier to get to... they would be clickable and usable in the AI quick search text fields. Anywhere in the system... That would be super cool! Even better than the icon payee top links.

- What if we used the "go mode" page (new AI quick search prompt page) to show their own prompts or even a fracture type interface - simple tiles and buttons - (small sample image)

- When creating your own buttons, be able to name them, color them, set an icon, a link (advanced - they have to know the URL or web link) or a simple quick search prompt. Maybe even tie the user created prompts and buttons together or make it a dual-purpose database action. Some of the buttons may need to open up a new window and some (most) will just jump to that new page. Just some ideas.

- What about being able to tie multiple prompts together in a mini list, process, or mini prompt recipe? That would be super cool. Imagine something like this: start cart, choose customer, show x or add y to the cart, simple cash checkout - simple English or natural language instructions and the system would help them walk through that process... kinda hold their hand. It won't just do all of them at once, but it will know what the process should be. We could easily create those one-to-many relationships and virtual steps or phases of the process. Just for fun, it makes me think of a data assembly line or assembly line for data. Cool stuff!

- Along this multi-prompt line... We already allow for duplicating invoices to the cart. What if we used a template type scenario and setup a master invoice and then were able to duplicate the exact thing in one click. If changes are needed, they could modify it, but cut out all of the searching and such. What about a partial duplication process... once again a mini recipe for certain steps or data assembly line controls.

- We have a page inside the current system called "my favorites". It currently has a number of buttons on that page. This was one of my todo list notes from a couple of days ago... It totally fits here (see below).

todo: Get back to the ideas of the my favorites page inside of adilas... it got taken over and a bunch of hardcoded buttons put on it. But it does have some potential. See this help file - help.cfm?id=418&pwd=favorites - or visit this page - top_secret/secure/my_favorites.cfm. Added this note on 10/14/25 - it would be so cool to let the users choose anything that they want in the system and then organize it and name it. Cody Apedaile started a draw your own interface (but got pulled off of it for budget reasons). Anyways, the goal is still there to help create your own interface and organize your own buttons as you see fit.

-  Super simple, using old school tech with a modern or new school flare... it will work

- What about helping with memory... We could help hold small comments, save/hold this or that, or even helping to string things together... Maybe help them with their memory... It won't tax the server very hard (store simple things in session - per login). Imagine small AI quick search prompts like clear memory, save to memory, view memory, etc. Super simple stuff. Use JSON storage if saving memory in a more long-term fashion. Simple interface to get things in/out of memory and even use the AI quick search field to help. That would be cool.

- This may not be ready yet - but what if we record and then help them go from one thing to the next to the next... simple session memory with a display... If we know a series of AI quick search prompts... It wouldn't be that hard to display something with a next button, help them step through the process.