[31588f42] docs: document SuperOffice Service/Ticket module and categories
This commit is contained in:
35
GEMINI.md
35
GEMINI.md
@@ -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.
|
||||
|
||||
@@ -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.
|
||||
|
||||
|
||||
Reference in New Issue
Block a user