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Color Code: Yellow
Assigned To: Brandon Moore
Created By: Brandon Moore
Created Date/Time: 11/5/2025 9:06 pm
 
Action Status: Blank (new)
Show On The Web: Yes - (public)
Priority: 0
 
Time Id: 12437
Template/Type: Brandon Time
Title/Caption: Phone call with Steve
Start Date/Time: 11/4/2025 7:00 pm
End Date/Time: 11/4/2025 7:30 pm
Main Status: Active

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Notes:

Jumped on a phone call with Steve. Mostly talking about the AI agent and how to help push that project forward. His laptop isn't working.

- He wants me to jump on the meeting later tonight

- We are going as fast as we can

- He wanted me to check on the progress on ingesting all of the adilas help files

- Work in progress... There really isn't a set or defined end to what we are doing

- Let's see if they can crawl or ingest the developer's notebook pages

- Move into deeper testing and getting some great feedback

- Ted really wants us to give the AI agent to all of our customers vs just having it available through the 3rd party solutions page - Steve and I were talking some pros and cons for that approach

- We need to include the new setting to turn the agent on/off at the user level. The main level is the corp level based on the 3rd party solutions page. The sub or individual level is on the my settings page. This needs to be built before we push the main AI agent live to all clients.

- Looking into building complex prompts or multi process prompts

- Most of our clients are using sub inventory, we need to plan and test for that. Currently, most of the cart activity is based at the parent inventory level.

- Steve was saying that we don't want any of the wallet verification stuff inside of the AI agent setup process - it causes friction and seems to be a hassle