feat: add CRM templates

crm/attendance.gbai/attendance.gbdialog/create-ticket.bas

@@ -0,0 +1,40 @@
+PARAM title AS STRING LIKE "Equipamento com defeito" DESCRIPTION "Título do problema"
+PARAM category AS STRING LIKE "support" DESCRIPTION "Categoria: support, billing, sales, bug" OPTIONAL
+PARAM priority AS STRING LIKE "high" DESCRIPTION "Nível: low, normal, high, urgent" OPTIONAL
+PARAM contact_email AS EMAIL LIKE "usuario@dominio.com" DESCRIPTION "Email do reclamante" OPTIONAL
+PARAM description AS STRING LIKE "O mouse parou" DESCRIPTION "Detalhes da solicitação"
+
+DESCRIPTION "Cria um Ticket de suporte de longo prazo no sistema, fora da fila de atendimento tempo-real."
+
+IF NOT category THEN
+    category = "support"
+END IF
+
+IF NOT priority THEN
+    priority = "normal"
+END IF
+
+contact_id = ""
+IF contact_email THEN
+    existing = GET "/api/crm/contacts?search=" + contact_email
+    IF UBOUND(existing) > 0 THEN
+        contact_id = FIRST(existing).id
+    END IF
+END IF
+
+new_ticket = POST "/api/tickets", #{
+    title: title,
+    description: description,
+    category: category,
+    priority: priority,
+    status: "open",
+    contact_id: contact_id
+}
+
+TALK "🎫 **Ticket Criado com Sucesso!**"
+TALK "ID: " + new_ticket.id
+TALK "Título: " + title
+TALK "Prioridade: " + priority
+TALK "A equipe será notificada para escalonamento conforme SLA."
+
+RETURN new_ticket.id

crm/attendance.gbai/attendance.gbdialog/resolve-chat.bas

@@ -0,0 +1,63 @@
+PARAM session_id AS STRING LIKE "uuid" DESCRIPTION "ID da sessão atendida" OPTIONAL
+PARAM status AS STRING LIKE "resolved" DESCRIPTION "Finalizar o chat ou aguardar (resolved, pending_customer)" OPTIONAL
+PARAM summary AS STRING LIKE "Dúvida resolvida com sucesso" DESCRIPTION "Breve resumo da solução" OPTIONAL
+
+DESCRIPTION "Resolve a conversa, registrando o final no CRM (atividade) ou deixa pendente pelo cliente."
+
+IF NOT status THEN
+    status = "resolved"
+END IF
+
+IF status = "resolved" THEN
+    IF NOT summary THEN
+        TALK "A sessão foi totalmente concluída? Qual seria o resumo?"
+        HEAR summary AS STRING
+    END IF
+END IF
+
+' Tratar ID da sessão conversacionalmente
+IF NOT session_id THEN
+    my_sessions = GET "/api/attendance/queue?status=active"
+    IF UBOUND(my_sessions) = 0 THEN
+        TALK "Você não tem nenhuma sessão de atendimento ativa no momento."
+        RETURN
+    END IF
+    IF UBOUND(my_sessions) = 1 THEN
+        session_id = FIRST(my_sessions).session_id
+    ELSE
+        TALK "Você tem várias sessões ativas. Qual delas quer resolver? Diga o nome do cliente."
+        FOR EACH s IN my_sessions
+            TALK "- **" + s.user_name + "**"
+        NEXT s
+        HEAR query AS STRING
+        FOR EACH s IN my_sessions
+            IF INSTR(LCASE(s.user_name), LCASE(query)) > 0 THEN
+                session_id = s.session_id
+            END IF
+        NEXT s
+        IF NOT session_id THEN
+            TALK "Sessão não identificada."
+            RETURN
+        END IF
+    END IF
+END IF
+
+resolution_payload = #{
+    status: status,
+    resolution_summary: summary,
+    resolved_by: GET "session.user_id",
+    resolved_at: FORMAT(NOW(), "YYYY-MM-DD HH:mm:ss")
+}
+
+PUT "/api/attendance/sessions/" + session_id + "/resolve", resolution_payload
+
+IF status = "resolved" THEN
+    TALK "✅ **Atendimento Encerrado!**"
+    TALK "A conversa foi marcada como **Resolvida**."
+    TALK "Resumo: " + summary
+ELSE
+    TALK "⏳ **Aguardando Cliente**"
+    TALK "O atendimento ficará pausado aguardando retorno do cliente."
+END IF
+
+RETURN session_id

crm/attendance.gbai/attendance.gbdialog/start.bas

@@ -0,0 +1,48 @@
+ADD TOOL "view-queue"
+ADD TOOL "take-next"
+ADD TOOL "transfer-chat"
+ADD TOOL "resolve-chat"
+ADD TOOL "queue-stats"
+ADD TOOL "create-ticket"
+
+SET CONTEXT "attendance" AS "You are a customer service assistant for General Bots. You help attendants manage the support queue: view waiting customers, take conversations, transfer between attendants, resolve cases, and create tickets. All actions affect real sessions in the database."
+
+CLEAR SUGGESTIONS
+
+ADD SUGGESTION "queue" AS "Ver fila de espera"
+ADD SUGGESTION "take" AS "Atender próximo"
+ADD SUGGESTION "transfer" AS "Transferir conversa"
+ADD SUGGESTION "resolve" AS "Resolver conversa"
+
+BEGIN TALK
+**Atendimento — Gestão de Fila**
+
+Posso ajudar com:
+• Ver a fila de clientes aguardando
+• Atender o próximo da fila
+• Transferir conversa para outro atendente
+• Resolver/encerrar conversa
+• Criar ticket de suporte
+• Ver estatísticas do atendimento
+
+O que deseja?
+END TALK
+
+BEGIN SYSTEM PROMPT
+You are a customer service queue manager.
+
+Queue statuses:
+- new: Just arrived, not yet in queue
+- waiting: In queue, waiting for an attendant
+- active: Being handled by an attendant
+- pending_customer: Waiting for customer reply
+- resolved: Completed
+
+Key rules:
+- Always show the customer's name and channel (WhatsApp, Web, Telegram, etc.)
+- Show how long the customer has been waiting
+- When transferring, always ask for the reason
+- When resolving, ask if the customer's issue was fully resolved
+- Prioritize customers who have been waiting the longest
+- If a customer is from a known CRM contact, show their company and deal info
+END SYSTEM PROMPT

crm/attendance.gbai/attendance.gbdialog/take-next.bas

@@ -0,0 +1,27 @@
+PARAM session_id AS STRING LIKE "uuid" DESCRIPTION "ID da sessão (opcional). Se vazio, pega o próximo da fila." OPTIONAL
+
+DESCRIPTION "Atender o próximo cliente da fila ou um cliente específico."
+
+IF NOT session_id THEN
+    ' Tentar pegar o mais antigo da fila ("waiting", sem assignee)
+    queue = GET "/api/attendance/queue?status=waiting"
+    IF UBOUND(queue) = 0 THEN
+        TALK "A fila está vazia no momento. Bom trabalho!"
+        RETURN
+    END IF
+    
+    ' Pega o primeiro (mais antigo, se a API ordenar por tempo de espera)
+    first_item = FIRST(queue)
+    session_id = first_item.session_id
+END IF
+
+' Endpoint hipotético para "tomar posse" da sessão
+assign_result = POST "/api/attendance/sessions/" + session_id + "/assign", #{
+    attendant_id: GET "session.user_id"
+}
+
+TALK "✅ **Sessão atribuída a você!**"
+TALK "Você agora está atendendo: " + assign_result.user_name + " via " + assign_result.channel
+TALK "Use as ferramentas de chat para conversar com o cliente."
+
+RETURN session_id

crm/attendance.gbai/attendance.gbdialog/transfer-chat.bas

@@ -0,0 +1,66 @@
+PARAM session_id AS STRING LIKE "uuid" DESCRIPTION "ID da sessão" OPTIONAL
+PARAM skill AS STRING LIKE "suporte" DESCRIPTION "Habilidade ou fila destino (ex: financeiro, vendas)" OPTIONAL
+PARAM priority AS STRING LIKE "high" DESCRIPTION "Nova prioridade (urgent, high, normal, low)" OPTIONAL
+PARAM reason AS STRING LIKE "Dúvida sobre boleto" DESCRIPTION "Motivo da transferência (obrigatório)"
+
+DESCRIPTION "Transfere o chat para outro nível de suporte ou fila usando Habilidades, ajustando prioridade."
+
+IF NOT reason THEN
+    TALK "Qual é o motivo da transferência para o próximo atendente?"
+    HEAR reason AS STRING
+END IF
+
+IF NOT priority THEN
+    priority = "normal"
+END IF
+
+' Tratar ID da sessão conversacionalmente
+IF NOT session_id THEN
+    ' Busca sessões ativas do atendente
+    my_sessions = GET "/api/attendance/queue?status=active"
+    IF UBOUND(my_sessions) = 0 THEN
+        TALK "Você não tem nenhuma sessão de atendimento ativa no momento para transferir."
+        RETURN
+    END IF
+    IF UBOUND(my_sessions) = 1 THEN
+        session_id = FIRST(my_sessions).session_id
+    ELSE
+        TALK "Você tem " + UBOUND(my_sessions) + " atendimentos ativos. Vou mostrar os nomes, por favor diga qual deseja transferir:"
+        FOR EACH s IN my_sessions
+            TALK "- **" + s.user_name + "** via " + s.channel
+        NEXT s
+        HEAR query AS STRING
+        ' Busca simplificada
+        FOR EACH s IN my_sessions
+            IF INSTR(LCASE(s.user_name), LCASE(query)) > 0 THEN
+                session_id = s.session_id
+            END IF
+        NEXT s
+        IF NOT session_id THEN
+            TALK "Não consegui identificar a sessão."
+            RETURN
+        END IF
+    END IF
+END IF
+
+' TRANSFER TO HUMAN envia para a roleta novamente
+' No BASIC real, seria executado ou POSTado na API de transferência
+
+transfer_payload = #{
+    required_skill: skill,
+    priority: priority,
+    transfer_reason: reason,
+    transferred_by: GET "session.user_id"
+}
+
+POST "/api/attendance/sessions/" + session_id + "/transfer", transfer_payload
+
+TALK "✅ **Sessão Transferida!**"
+TALK "Motivo: " + reason
+IF skill THEN
+    TALK "Aguardando um especialista em **" + skill + "**"
+ELSE
+    TALK "Aguardando o próximo atendente livre."
+END IF
+
+RETURN session_id

crm/attendance.gbai/attendance.gbdialog/view-queue.bas

@@ -0,0 +1,43 @@
+PARAM status AS STRING LIKE "waiting" DESCRIPTION "Filtrar por status: waiting, active, all" OPTIONAL
+
+DESCRIPTION "Ver a fila de atendimento: quem está aguardando, há quanto tempo, e por qual canal."
+
+IF NOT status THEN
+    status = "waiting"
+END IF
+
+queue = GET "/api/attendance/queue?status=" + status
+
+item_count = UBOUND(queue)
+
+IF item_count = 0 THEN
+    TALK "✅ Fila vazia! Nenhum cliente aguardando."
+    RETURN
+END IF
+
+TALK "📋 **Fila de Atendimento — " + item_count + " cliente(s)**"
+TALK ""
+
+FOR EACH item IN queue
+    channel_icon = "💬"
+    IF item.channel = "whatsapp" THEN
+        channel_icon = "📱"
+    ELSE IF item.channel = "telegram" THEN
+        channel_icon = "✈️"
+    ELSE IF item.channel = "email" THEN
+        channel_icon = "📧"
+    END IF
+
+    TALK "---"
+    TALK channel_icon + " **" + item.user_name + "** via " + item.channel
+    TALK "⏱️ Aguardando há " + item.wait_time
+    TALK "💬 Última mensagem: " + item.last_message
+
+    IF item.assigned_to THEN
+        TALK "👤 Atendente: " + item.assigned_to
+    END IF
+
+    TALK "🔗 Session: " + item.session_id
+NEXT item
+
+RETURN queue

crm/crm.gbai/crm.gbdialog/close-deal.bas

@@ -0,0 +1,77 @@
+PARAM deal_id AS STRING LIKE "uuid" DESCRIPTION "ID do deal a fechar" OPTIONAL
+PARAM won AS BOOLEAN LIKE TRUE DESCRIPTION "TRUE se ganhou, FALSE se perdeu"
+PARAM lost_reason AS STRING LIKE "Preço acima do mercado" DESCRIPTION "Motivo da perda (obrigatório se won=FALSE)" OPTIONAL
+
+DESCRIPTION "Fechar um deal como ganho (won) ou perdido (lost). Se perdido, informe o motivo."
+
+IF NOT deal_id OR deal_id = "uuid" THEN
+    TALK "Qual deal você deseja fechar? (Diga o nome da empresa ou título)"
+    HEAR query AS STRING
+    deals = GET "/api/crm/deals?search=" + query + "&limit=5"
+    IF UBOUND(deals) = 0 THEN
+        TALK "Não encontrei nenhum deal relacionado a '" + query + "'."
+        RETURN
+    END IF
+    IF UBOUND(deals) = 1 THEN
+        deal_id = FIRST(deals).id
+    ELSE
+        TALK "Encontrei várias opções. Qual delas quer fechar? Especifique melhor, por favor."
+        FOR EACH d IN deals
+            TALK "- **" + d.title + "** (" + d.stage + ")"
+        NEXT d
+        RETURN
+    END IF
+END IF
+
+deal = GET "/api/crm/deals/" + deal_id
+IF NOT deal THEN
+    TALK "Deal não encontrado: " + deal_id
+    RETURN
+END IF
+
+IF won THEN
+    PUT "/api/crm/deals/" + deal_id, #{
+        stage: "won",
+        won: TRUE,
+        probability: 100,
+        actual_close_date: FORMAT(TODAY(), "YYYY-MM-DD")
+    }
+
+    POST "/api/crm/activities", #{
+        activity_type: "deal_won",
+        subject: "Deal ganho: " + deal.title,
+        contact_id: deal.contact_id,
+        account_id: deal.account_id
+    }
+
+    TALK "🎉 **Deal ganho!**"
+    TALK "**" + deal.title + "** — R$ " + FORMAT(deal.value, "#,##0")
+    TALK "Parabéns pela conquista!"
+ELSE
+    IF NOT lost_reason THEN
+        TALK "Qual foi o motivo da perda?"
+        HEAR lost_reason AS STRING
+    END IF
+
+    PUT "/api/crm/deals/" + deal_id, #{
+        stage: "lost",
+        won: FALSE,
+        probability: 0,
+        lost_reason: lost_reason,
+        actual_close_date: FORMAT(TODAY(), "YYYY-MM-DD")
+    }
+
+    POST "/api/crm/activities", #{
+        activity_type: "deal_lost",
+        subject: "Deal perdido: " + deal.title,
+        description: "Motivo: " + lost_reason,
+        contact_id: deal.contact_id,
+        account_id: deal.account_id
+    }
+
+    TALK "📋 **Deal perdido**"
+    TALK "**" + deal.title + "** — Motivo: " + lost_reason
+    TALK "Use essa experiência para os próximos negócios."
+END IF
+
+RETURN deal_id

crm/crm.gbai/crm.gbdialog/create-deal.bas

@@ -0,0 +1,106 @@
+PARAM title AS STRING LIKE "Contrato Empresa ABC" DESCRIPTION "Título do deal ou oportunidade"
+PARAM contact_email AS EMAIL LIKE "joao@empresa.com" DESCRIPTION "Email do contato principal"
+PARAM contact_name AS STRING LIKE "João Silva" DESCRIPTION "Nome do contato" OPTIONAL
+PARAM company AS STRING LIKE "Empresa ABC Ltda" DESCRIPTION "Nome da empresa/conta" OPTIONAL
+PARAM value AS MONEY LIKE 50000 DESCRIPTION "Valor estimado do deal"
+PARAM stage AS STRING LIKE "new" DESCRIPTION "Estágio inicial: new, qualified, proposal, negotiation" OPTIONAL
+PARAM source AS STRING LIKE "WHATSAPP" DESCRIPTION "Origem: WHATSAPP, EMAIL, CALL, WEBSITE, REFERAL, PARTNER, CHAT" OPTIONAL
+PARAM close_date AS DATE LIKE "2026-06-30" DESCRIPTION "Data prevista de fechamento" OPTIONAL
+PARAM notes AS STRING LIKE "Conheceu na feira" DESCRIPTION "Observações sobre o deal" OPTIONAL
+
+DESCRIPTION "Criar um novo deal no pipeline de vendas. Registra o negócio com valor, estágio, contato e empresa."
+
+IF NOT stage THEN
+    stage = "new"
+END IF
+
+IF NOT source THEN
+    source = "CHAT"
+END IF
+
+IF NOT close_date THEN
+    close_date = DATEADD(TODAY(), 30, "day")
+END IF
+
+' Determine probability based on stage
+probability = 10
+IF stage = "qualified" THEN
+    probability = 30
+ELSE IF stage = "proposal" THEN
+    probability = 50
+ELSE IF stage = "negotiation" THEN
+    probability = 70
+END IF
+
+' Check if contact exists, create if not
+contact_id = ""
+IF contact_email THEN
+    existing = GET "/api/crm/contacts?search=" + contact_email
+    IF UBOUND(existing) > 0 THEN
+        contact_id = FIRST(existing).id
+        TALK "Contato encontrado: " + FIRST(existing).first_name + " " + FIRST(existing).last_name
+    ELSE
+        ' Create contact
+        IF NOT contact_name THEN
+            contact_name = "Contato"
+        END IF
+        parts = SPLIT(contact_name, " ")
+        first_name = FIRST(parts)
+        last_name = LAST(parts)
+
+        new_contact = POST "/api/crm/contacts", #{
+            first_name: first_name,
+            last_name: last_name,
+            email: contact_email,
+            company: company,
+            source: source
+        }
+        contact_id = new_contact.id
+        TALK "Novo contato criado: " + contact_name
+    END IF
+END IF
+
+' Check if account exists, create if not
+account_id = ""
+IF company THEN
+    existing_acc = GET "/api/crm/accounts?search=" + company
+    IF UBOUND(existing_acc) > 0 THEN
+        account_id = FIRST(existing_acc).id
+    ELSE
+        new_account = POST "/api/crm/accounts", #{
+            name: company
+        }
+        account_id = new_account.id
+        TALK "Nova conta criada: " + company
+    END IF
+END IF
+
+' Create the deal
+deal = POST "/api/crm/deals", #{
+    title: title,
+    value: value,
+    stage: stage,
+    probability: probability,
+    source: source,
+    expected_close_date: close_date,
+    contact_id: contact_id,
+    account_id: account_id,
+    notes: notes
+}
+
+TALK "✅ **Deal criado com sucesso!**"
+TALK ""
+TALK "**" + title + "**"
+TALK "💰 Valor: R$ " + FORMAT(value, "#,##0")
+TALK "📊 Estágio: " + stage + " (" + probability + "% probabilidade)"
+TALK "📅 Previsão de fechamento: " + close_date
+
+IF company THEN
+    TALK "🏢 Empresa: " + company
+END IF
+
+IF contact_email THEN
+    TALK "👤 Contato: " + contact_email
+END IF
+
+RETURN deal.id

crm/crm.gbai/crm.gbdialog/find-deal.bas

@@ -0,0 +1,50 @@
+PARAM query AS STRING LIKE "Acme" DESCRIPTION "Nome da empresa, pessoa ou título do deal"
+PARAM return_id_only AS BOOLEAN LIKE TRUE DESCRIPTION "Se TRUE retorna apenas o ID. Se FALSE, descreve as opções ao usuário." OPTIONAL
+
+DESCRIPTION "Procura por um deal pelo nome da empresa, título ou pessoa. Usado por outros tools para não obrigar o humano a saber UUIDs."
+
+IF NOT return_id_only THEN return_id_only = TRUE
+
+' Search API (assuming ?search= looks at title, contact email/name, and account name)
+deals = GET "/api/crm/deals?search=" + query + "&limit=5"
+count = UBOUND(deals)
+
+IF count = 0 THEN
+    TALK "Não encontrei nenhum deal relacionado a '" + query + "'."
+    RETURN ""
+END IF
+
+IF count = 1 THEN
+    found_deal = FIRST(deals)
+    IF NOT return_id_only THEN
+        TALK "Encontrei: **" + found_deal.title + "** (R$ " + FORMAT(found_deal.value, "#,##0") + ", " + found_deal.stage + ")"
+    END IF
+    RETURN found_deal.id
+END IF
+
+' If multiple matches found, ask user to disambiguate
+TALK "Encontrei " + count + " opções para '" + query + "'. Qual delas?"
+idx = 1
+FOR EACH d IN deals
+    TALK idx + ". **" + d.title + "** (" + d.stage + ") - R$ " + FORMAT(d.value, "#,##0")
+    idx = idx + 1
+NEXT d
+
+HEAR choice
+
+' Simple index selection logic (assuming user types "1", "2")
+choice_num = TO_NUMBER(choice)
+IF choice_num > 0 AND choice_num <= count THEN
+    selected = deals[choice_num - 1]
+    RETURN selected.id
+ELSE
+    ' Fallback to string matching on title
+    FOR EACH d IN deals
+        IF INSTR(LCASE(d.title), LCASE(choice)) > 0 THEN
+            RETURN d.id
+        END IF
+    NEXT d
+END IF
+
+TALK "Desculpe, não consegui identificar qual você escolheu."
+RETURN ""

crm/crm.gbai/crm.gbdialog/list-deals.bas

@@ -0,0 +1,60 @@
+PARAM stage AS STRING LIKE "proposal" DESCRIPTION "Filtrar por estágio: new, qualified, proposal, negotiation, won, lost" OPTIONAL
+PARAM owner AS STRING LIKE "joao@empresa.com" DESCRIPTION "Filtrar por dono do deal" OPTIONAL
+
+DESCRIPTION "Listar deals do pipeline de vendas. Pode filtrar por estágio e por dono."
+
+url = "/api/crm/deals?"
+
+IF stage THEN
+    url = url + "stage=" + stage + "&"
+END IF
+
+IF owner THEN
+    url = url + "search=" + owner + "&"
+END IF
+
+url = url + "limit=20"
+
+deals = GET url
+
+deal_count = UBOUND(deals)
+
+IF deal_count = 0 THEN
+    TALK "Nenhum deal encontrado com os filtros informados."
+    RETURN
+END IF
+
+TALK "📊 **Pipeline — " + deal_count + " deal(s) encontrado(s)**"
+TALK ""
+
+total_value = 0
+total_weighted = 0
+
+FOR EACH deal IN deals
+    prob = deal.probability
+    weighted = deal.value * prob / 100
+    total_value = total_value + deal.value
+    total_weighted = total_weighted + weighted
+
+    TALK "---"
+    TALK "**" + deal.title + "**"
+    TALK "💰 R$ " + FORMAT(deal.value, "#,##0") + " | " + deal.stage + " (" + prob + "%)"
+
+    IF deal.expected_close_date THEN
+        TALK "📅 Previsão: " + deal.expected_close_date
+    END IF
+
+    IF deal.contact_id THEN
+        contact = GET "/api/crm/contacts/" + deal.contact_id
+        IF contact THEN
+            TALK "👤 " + contact.first_name + " " + contact.last_name
+        END IF
+    END IF
+NEXT deal
+
+TALK ""
+TALK "**Totais:**"
+TALK "💰 Valor total: R$ " + FORMAT(total_value, "#,##0")
+TALK "📊 Valor ponderado: R$ " + FORMAT(total_weighted, "#,##0")
+
+RETURN deals

crm/crm.gbai/crm.gbdialog/log-activity.bas

@@ -0,0 +1,54 @@
+PARAM activity_type AS STRING LIKE "call" DESCRIPTION "Tipo: call, email, meeting, note, follow_up"
+PARAM subject AS STRING LIKE "Ligação de follow-up" DESCRIPTION "Assunto da atividade"
+PARAM contact_email AS EMAIL LIKE "joao@empresa.com" DESCRIPTION "Email do contato relacionado" OPTIONAL
+PARAM deal_id AS STRING LIKE "uuid" DESCRIPTION "ID do deal relacionado" OPTIONAL
+PARAM description AS STRING LIKE "Discutimos termos do contrato" DESCRIPTION "Detalhes da atividade" OPTIONAL
+PARAM due_date AS DATE LIKE "2026-04-01" DESCRIPTION "Data de follow-up" OPTIONAL
+
+DESCRIPTION "Registrar uma atividade de CRM: ligação, email, reunião, nota ou follow-up. Pode vincular a contato e/ou deal."
+
+' Resolve contact_id from email
+contact_id = ""
+IF contact_email THEN
+    contacts = GET "/api/crm/contacts?search=" + contact_email
+    IF UBOUND(contacts) > 0 THEN
+        contact_id = FIRST(contacts).id
+    END IF
+END IF
+
+' Resolve deal_id if empty or uuid but we need it
+IF NOT deal_id OR deal_id = "uuid" THEN
+    TALK "A qual deal esta atividade se refere? (Opcional: Diga 'nenhum' ou o nome da empresa)"
+    HEAR query AS STRING
+    IF LCASE(query) != "nenhum" AND LCASE(query) != "none" THEN
+        deals = GET "/api/crm/deals?search=" + query + "&limit=5"
+        IF UBOUND(deals) > 0 THEN
+            deal_id = FIRST(deals).id
+            TALK "Atividade será vinculada ao deal: " + FIRST(deals).title
+        END IF
+    ELSE
+        deal_id = ""
+    END IF
+END IF
+
+' Create activity
+activity = POST "/api/crm/activities", #{
+    activity_type: activity_type,
+    subject: subject,
+    description: description,
+    contact_id: contact_id,
+    due_date: due_date
+}
+
+TALK "✅ **Atividade registrada!**"
+TALK "📋 " + activity_type + ": " + subject
+
+IF contact_email THEN
+    TALK "👤 Contato: " + contact_email
+END IF
+
+IF due_date THEN
+    TALK "📅 Follow-up: " + due_date
+END IF
+
+RETURN activity.id

crm/crm.gbai/crm.gbdialog/pipeline-summary.bas

@@ -0,0 +1,21 @@
+DESCRIPTION "Exibe resumo do pipeline de vendas: total por estágio, valor, taxa de conversão."
+
+stats = GET "/api/crm/stats"
+stages = GET "/api/crm/pipeline"
+
+TALK "📊 **Resumo do Pipeline de Vendas**"
+TALK ""
+TALK "💰 Valor total no pipeline: R$ " + FORMAT(stats.total_value, "#,##0")
+TALK "🏆 Valor ganho: R$ " + FORMAT(stats.won_value, "#,##0")
+TALK "📈 Taxa de conversão: " + FORMAT(stats.conversion_rate, "#0.0") + "%"
+TALK "📐 Ticket médio: R$ " + FORMAT(stats.avg_deal_size, "#,##0")
+TALK ""
+
+IF stats.stages THEN
+    TALK "**Por estágio:**"
+    FOR EACH sg IN stats.stages
+        TALK "  " + sg.name + ": " + sg.count + " deals — R$ " + FORMAT(sg.total_value, "#,##0")
+    NEXT sg
+END IF
+
+RETURN stats

crm/crm.gbai/crm.gbdialog/start.bas

@@ -0,0 +1,52 @@
+ADD TOOL "create-deal"
+ADD TOOL "update-deal"
+ADD TOOL "list-deals"
+ADD TOOL "close-deal"
+ADD TOOL "add-contact"
+ADD TOOL "search-contact"
+ADD TOOL "add-account"
+ADD TOOL "log-activity"
+ADD TOOL "pipeline-summary"
+
+SET CONTEXT "crm" AS "You are a CRM sales assistant for General Bots. You help salespeople create and manage deals, contacts, and accounts. All data is stored in PostgreSQL via the API. Deals follow a unified pipeline: new → qualified → proposal → negotiation → won/lost. There are no separate 'leads' or 'opportunities' — everything is a Deal with a stage. Business units are Departments from people_departments."
+
+CLEAR SUGGESTIONS
+
+ADD SUGGESTION "newdeal" AS "Criar um novo deal"
+ADD SUGGESTION "pipeline" AS "Ver meu pipeline"
+ADD SUGGESTION "contacts" AS "Buscar contato"
+ADD SUGGESTION "report" AS "Relatório de vendas"
+
+BEGIN TALK
+**CRM — Gestão de Vendas**
+
+Posso ajudar com:
+• Criar e gerenciar deals (negócios)
+• Buscar e cadastrar contatos
+• Cadastrar contas (empresas)
+• Atualizar estágios do pipeline
+• Relatórios e previsões de vendas
+• Registrar atividades (ligações, emails, reuniões)
+
+O que deseja fazer?
+END TALK
+
+BEGIN SYSTEM PROMPT
+You are a CRM sales assistant. All entities are managed via the General Bots REST API.
+
+Pipeline stages (in order):
+- new: Initial contact, just entered the funnel
+- qualified: Budget, authority, need, timeline confirmed (BANT)
+- proposal: Quote or proposal sent to the customer
+- negotiation: Active discussions on terms
+- won: Deal successfully closed
+- lost: Deal lost (always ask for lost_reason)
+
+Key rules:
+- Always confirm information BEFORE saving
+- Use Brazilian Real (BRL) as default currency unless the user specifies otherwise
+- When creating a deal, always try to link to an existing contact or create one
+- When closing a deal as lost, always ask for the reason
+- Encourage the salesperson and suggest next actions based on the new stage
+END SYSTEM PROMPT
+ADD TOOL "find-deal"

crm/crm.gbai/crm.gbdialog/update-deal.bas

@@ -0,0 +1,118 @@
+PARAM deal_id AS STRING LIKE "uuid" DESCRIPTION "ID do deal a atualizar" OPTIONAL
+PARAM stage AS STRING LIKE "qualified" DESCRIPTION "Novo estágio: new, qualified, proposal, negotiation, won, lost" OPTIONAL
+PARAM value AS MONEY LIKE 75000 DESCRIPTION "Novo valor do deal" OPTIONAL
+PARAM lost_reason AS STRING LIKE "Preço" DESCRIPTION "Motivo da perda (obrigatório se stage=lost)" OPTIONAL
+PARAM notes AS STRING LIKE "Reunião positiva" DESCRIPTION "Observações adicionais" OPTIONAL
+
+DESCRIPTION "Atualizar um deal existente: mudar estágio, valor, adicionar notas. Se mudar para 'won' ou 'lost', o deal é fechado."
+
+' Validate deal exists
+IF NOT deal_id OR deal_id = "uuid" THEN
+    TALK "Qual deal você deseja atualizar? (Pode dizer o nome da empresa ou o título)"
+    HEAR query AS STRING
+    ' Usar a ferramenta recém-criada (ou lógica similar) para buscar
+    deals = GET "/api/crm/deals?search=" + query + "&limit=5"
+    IF UBOUND(deals) = 0 THEN
+        TALK "Não encontrei nenhum deal relacionado a '" + query + "'."
+        RETURN
+    END IF
+    IF UBOUND(deals) = 1 THEN
+        deal_id = FIRST(deals).id
+    ELSE
+        TALK "Encontrei várias opções. Seguem as 3 primeiras:"
+        count = 1
+        FOR EACH d IN deals
+            IF count <= 3 THEN
+                TALK count + ". **" + d.title + "** (R$ " + FORMAT(d.value, "#,##0") + ", " + d.stage + ")"
+            END IF
+            count = count + 1
+        NEXT d
+        TALK "Por favor, especifique melhor informando o título exato ou o e-mail do contato."
+        RETURN
+    END IF
+END IF
+
+deal = GET "/api/crm/deals/" + deal_id
+IF NOT deal THEN
+    TALK "Deal não encontrado com ID: " + deal_id
+    RETURN
+END IF
+
+TALK "Deal atual: **" + deal.title + "** — " + deal.stage + " — R$ " + FORMAT(deal.value, "#,##0")
+
+' Build update payload
+update = #{}
+
+IF stage THEN
+    ' Validate stage
+    valid_stages = "new,qualified,proposal,negotiation,won,lost"
+    IF INSTR(valid_stages, stage) = 0 THEN
+        TALK "Estágio inválido. Use: new, qualified, proposal, negotiation, won, lost"
+        RETURN
+    END IF
+
+    update.stage = stage
+
+    ' Set probability
+    IF stage = "new" THEN
+        update.probability = 10
+    ELSE IF stage = "qualified" THEN
+        update.probability = 30
+    ELSE IF stage = "proposal" THEN
+        update.probability = 50
+    ELSE IF stage = "negotiation" THEN
+        update.probability = 70
+    ELSE IF stage = "won" THEN
+        update.probability = 100
+        update.won = TRUE
+        update.actual_close_date = FORMAT(TODAY(), "YYYY-MM-DD")
+    ELSE IF stage = "lost" THEN
+        update.probability = 0
+        update.won = FALSE
+        update.actual_close_date = FORMAT(TODAY(), "YYYY-MM-DD")
+        IF NOT lost_reason THEN
+            TALK "Por que o deal foi perdido?"
+            HEAR lost_reason AS STRING
+        END IF
+        update.lost_reason = lost_reason
+    END IF
+END IF
+
+IF value THEN
+    update.value = value
+END IF
+
+IF notes THEN
+    update.notes = notes
+END IF
+
+' Execute update
+PUT "/api/crm/deals/" + deal_id, update
+
+' Log activity
+POST "/api/crm/activities", #{
+    activity_type: "stage_change",
+    subject: "Deal atualizado para " + stage,
+    description: notes,
+    contact_id: deal.contact_id
+}
+
+' Response by stage
+IF stage = "won" THEN
+    TALK "🎉 **Parabéns! Deal ganho!**"
+    TALK "**" + deal.title + "** fechado com sucesso!"
+    TALK "💰 Valor: R$ " + FORMAT(COALESCE(value, deal.value), "#,##0")
+ELSE IF stage = "lost" THEN
+    TALK "📋 **Deal perdido**"
+    TALK "**" + deal.title + "** marcado como perdido."
+    TALK "📝 Motivo: " + lost_reason
+    TALK "Analise o que aconteceu para melhorar nas próximas!"
+ELSE IF stage THEN
+    TALK "✅ **Deal atualizado!**"
+    TALK "**" + deal.title + "** → **" + stage + "**"
+    TALK "📊 Probabilidade: " + update.probability + "%"
+ELSE
+    TALK "✅ Deal atualizado com sucesso."
+END IF
+
+RETURN deal_id

crm/marketing.gbai/marketing.gbdialog/create-campaign.bas

@@ -0,0 +1,52 @@
+PARAM name AS STRING LIKE "Promoção Dia das Mães" DESCRIPTION "Nome descritivo da campanha"
+PARAM channel AS STRING LIKE "email" DESCRIPTION "Canal de envio: whatsapp, email, sms, telegram"
+PARAM scheduled_date AS DATE LIKE "2026-05-01 09:00:00" DESCRIPTION "Data/Hora de agendamento do envio (opcional)" OPTIONAL
+PARAM list_id AS STRING LIKE "uuid_da_lista" DESCRIPTION "ID da Lista de Contatos alvo" OPTIONAL
+PARAM template_id AS STRING LIKE "uuid_do_template" DESCRIPTION "ID do Template de Conteúdo" OPTIONAL
+PARAM ai_generate_template AS STRING LIKE "Crie um email rápido de 3 parágrafos sobre sapatos com desconto de 15%" DESCRIPTION "Prompt para IA caso queira gerar um template agora" OPTIONAL
+
+DESCRIPTION "Cria uma Campanha de Marketing e agenda seu envio. Pode integrar/vincular a listas e templates existentes."
+
+IF NOT list_id THEN
+    TALK "Qual lista de contatos você deseja usar para esta campanha?"
+    ' Aqui seria uma busca na db ou listagem interativa
+    HEAR list_id AS STRING
+END IF
+
+// Create template if an AI prompt was given but no template_id
+IF ai_generate_template AND NOT template_id THEN
+    TALK "🤖 Gerando e salvando um template de " + channel + " baseado no seu pedido..."
+    new_template = POST "/api/marketing/templates", #{
+        name: name + " Template",
+        channel: channel,
+        ai_prompt: ai_generate_template
+    }
+    template_id = new_template.id
+    TALK "Template ID retornado: " + template_id
+ELSE IF NOT template_id THEN
+    TALK "Tem o ID do template guardado? Diga-me por favor."
+    HEAR template_id AS STRING
+END IF
+
+new_campaign = POST "/api/marketing/campaigns", #{
+    name: name,
+    channel: channel,
+    status: "draft",
+    scheduled_at: scheduled_date,
+    template_id: template_id,
+    list_id: list_id
+}
+
+TALK "📣 **Campanha Criada!**"
+TALK "Nome: " + name
+TALK "Canal: " + UCASE(channel)
+TALK "Status: Draft"
+TALK "ID: " + new_campaign.id
+
+IF scheduled_date THEN
+    TALK "Agendada para: " + scheduled_date
+ELSE
+    TALK "Pendente de envio. Use 'send-campaign' para dispará-la agora."
+END IF
+
+RETURN new_campaign.id

crm/marketing.gbai/marketing.gbdialog/list-campaigns.bas

@@ -0,0 +1,44 @@
+PARAM status AS STRING LIKE "draft" DESCRIPTION "Filtro de status (draft, scheduled, sending, sent, completed)" OPTIONAL
+PARAM limit AS INTEGER LIKE 10 DESCRIPTION "Número máximo de campanhas a exibir" OPTIONAL
+
+DESCRIPTION "Lista as campanhas de marketing."
+
+IF NOT limit THEN
+    limit = 10
+END IF
+
+url = "/api/marketing/campaigns?limit=" + limit
+
+IF status THEN
+    url = url + "&status=" + status
+END IF
+
+campaigns = GET url
+count = UBOUND(campaigns)
+
+IF count = 0 THEN
+    TALK "Nenhuma campanha encontrada."
+    RETURN
+END IF
+
+TALK "📊 **Campanhas — " + count + " resultado(s)**"
+
+FOR EACH c IN campaigns
+    TALK "---"
+    TALK "**" + c.name + "** (" + c.status + ")"
+    TALK "📣 Canal: " + UCASE(c.channel)
+    TALK "🔑 ID: " + c.id
+    
+    IF c.scheduled_at THEN
+        TALK "🕒 Agendada: " + c.scheduled_at
+    END IF
+
+    IF c.metrics THEN
+        TALK "📈 Enviados: " + c.metrics.sent + " | Erros: " + c.metrics.failed
+        IF c.channel = "email" THEN
+            TALK "   Aberturas: " + c.metrics.opened + " | Clicks: " + c.metrics.clicked
+        END IF
+    END IF
+NEXT c
+
+RETURN campaigns

crm/marketing.gbai/marketing.gbdialog/send-campaign.bas

@@ -0,0 +1,59 @@
+PARAM campaign_id AS STRING LIKE "uuid" DESCRIPTION "ID da Campanha" OPTIONAL
+PARAM allow_over_budget AS BOOLEAN LIKE FALSE DESCRIPTION "Permitir envio mesmo se ultrapassar o orçamento do canal?" OPTIONAL
+
+DESCRIPTION "Confirma e inicia o disparo (envio) imediato de uma campanha."
+
+IF NOT campaign_id OR campaign_id = "uuid" THEN
+    TALK "Qual campanha você deseja enviar? (Diga o nome)"
+    HEAR query AS STRING
+    camps = GET "/api/marketing/campaigns?search=" + query + "&limit=5"
+    IF UBOUND(camps) = 0 THEN
+        TALK "Não encontrei nenhuma campanha com o termo '" + query + "'."
+        RETURN
+    END IF
+    IF UBOUND(camps) = 1 THEN
+        campaign_id = FIRST(camps).id
+    ELSE
+        TALK "Encontrei várias campanhas. Qual delas?"
+        FOR EACH c IN camps
+            TALK "- **" + c.name + "** (" + c.status + ")"
+        NEXT c
+        RETURN
+    END IF
+END IF
+
+camp = GET "/api/marketing/campaigns/" + campaign_id
+IF NOT camp THEN
+    TALK "Campanha não encontrada: " + campaign_id
+    RETURN
+END IF
+
+IF camp.status = "sent" OR camp.status = "completed" THEN
+    TALK "A campanha '" + camp.name + "' já foi enviada."
+    RETURN
+END IF
+
+IF NOT camp.list_id THEN
+    TALK "Esta campanha não tem uma lista de contatos vinculada. Não é possível enviar."
+    RETURN
+END IF
+
+list_info = GET "/api/marketing/lists/" + camp.list_id
+TALK "🔍 **Análise Pré-Envio:**"
+TALK "• Campanha: " + camp.name
+TALK "• Canal: " + UCASE(camp.channel)
+TALK "• Segmentação/Lista: " + list_info.name + " (" + list_info.contact_count + " contatos)"
+
+TALK "Deseja realmente iniciar o envio AGORA para " + list_info.contact_count + " pessoas?"
+HEAR confirm AS BOOLEAN
+
+IF confirm THEN
+    POST "/api/marketing/campaigns/" + campaign_id + "/send"
+    TALK "🚀 **Envio Iniciado!**"
+    TALK "As automações do " + UCASE(camp.channel) + " foram engatilhadas."
+    TALK "Você pode acompanhar as métricas em 'list-campaigns' depois de alguns minutos."
+ELSE
+    TALK "Envio cancelado. A campanha continua no status '" + camp.status + "'."
+END IF
+
+RETURN camp_id

crm/marketing.gbai/marketing.gbdialog/start.bas

@@ -0,0 +1,42 @@
+ADD TOOL "create-campaign"
+ADD TOOL "list-campaigns"
+ADD TOOL "send-campaign"
+ADD TOOL "create-template"
+ADD TOOL "list-templates"
+ADD TOOL "create-dynamic-list"
+
+SET CONTEXT "marketing" AS "You are a marketing automation assistant for General Bots. You help marketers create campaigns, design templates (email/WhatsApp), build contact lists (static or dynamic), and schedule or send messages. All features interact with the CRM contacts via the General Bots marketing REST API."
+
+CLEAR SUGGESTIONS
+
+ADD SUGGESTION "newcamp" AS "Criar nova campanha"
+ADD SUGGESTION "viewcamps" AS "Ver minhas campanhas"
+ADD SUGGESTION "lists" AS "Criar lista de contatos"
+ADD SUGGESTION "send" AS "Enviar uma campanha"
+
+BEGIN TALK
+**Marketing — Campanhas e Envio**
+
+Posso ajudar com:
+• Criar Campanhas (WhatsApp, Email, SMS)
+• Gerenciar Templates (com IA ou predefinidos)
+• Construir Listas Dinâmicas (ex: VIPs, Clientes do Bairro X)
+• Enviar campanhas em massa (Broadcast)
+• Ver métricas e estatísticas de aberturas
+
+O que quer divulgar hoje?
+END TALK
+
+BEGIN SYSTEM PROMPT
+You are a Marketing Automation assistant.
+
+Key workflows:
+1. Contact List -> Select *who* receives it.
+2. Template -> Define *what* is sent. If it's WhatsApp, it usually needs a "meta_template_id" or approval.
+3. Campaign -> Groups List + Template + Schedule + Channel. We can "send" or "schedule" it.
+
+Key rules:
+- Provide marketing advice: suggest A/B testing or better copy when writing templates.
+- Ensure the user confirms the number of recipients before sending a campaign.
+- AI prompt in templates allows personalizing messages per recipient (e.g. "Escreva de forma amigável e ofereça 10%").
+END SYSTEM PROMPT