[31588f42] docs: document SuperOffice Service/Ticket module and categories

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2026-02-28 18:34:33 +00:00
parent 27b8bae905
commit 23f2618115
2 changed files with 31 additions and 16 deletions

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@@ -283,20 +283,23 @@ When creating sales via API, specific constraints apply due to the shared tenant
* `Person`: Highly recommended linking to a specific person, not just the company.
* **Context:** Avoid creating sales on the parent company "Wackler Service Group" (ID 3). Always target the specific lead company.
### 7. Service & Tickets (Anfragen)
SuperOffice Tickets represent the support and request system. Like Sales, they are organized to allow separation between Roboplanet and Wackler.
* **Entity Name:** `ticket`
* **Roboplanet Specific Categories (CategoryId):**
* **ID 46:** `GE:"Lead Roboplanet";`
* **ID 47:** `GE:"Vertriebspartner Roboplanet";`
* **ID 48:** `GE:"Weitergabe Roboplanet";`
* **Hierarchical:** `Roboplanet/Support` (often used for technical issues).
* **Key Fields:**
* `ticketId`: Internal ID.
* `title`: The subject of the request.
* `contactId` / `personId`: Links to company and contact person.
* `ticketStatusId`: 1 (Unbearbeitet), 2 (In Arbeit), 3 (Bearbeitet).
* `ownedBy`: Often "ROBO" for Roboplanet staff.
* **Cross-Links:** Tickets can be linked to `saleId` (to track support during a sale) or `projectId`.
---
Here are the available functions:
[
"list_directory",
"read_file",
"search_file_content",
"glob",
"activate_skill",
"replace",
"write_file",
"web_fetch",
"run_shell_command",
"save_memory",
"google_web_search",
"write_todos",
"delegate_to_agent"
]
This is the core logic used to generate the company-specific opener.

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@@ -295,6 +295,18 @@ python3 connector-superoffice/create_sale_test.py
```
This script finds the first available contact in the CRM and creates a test opportunity for them.
### 18. Service & Request Management (Tickets)
The Service module handles incoming requests and support cases. For Roboplanet, specific categories are used to manage leads and partner interactions.
**Key Categories (Roboplanet):**
* **Lead Roboplanet (ID 46):** Incoming potential leads.
* **Vertriebspartner Roboplanet (ID 47):** Communication with partners.
* **Weitergabe Roboplanet (ID 48):** Internal handovers.
**Data Structure (Entity: `ticket`):**
Tickets are linked via `contactId` and `personId`. They can also be associated with a `saleId` to provide a 360-degree view of a deal including its technical support questions.
---
This is the core logic used to generate the company-specific opener.