Onboard AI Bot Tool + Adapter Fixes
A new in-docs tool for onboarding AI customers, plus a Provet cleanup and a few adapter fixes.
Added
- Onboard AI Bot tool — new tool at
/tools/onboard-ai-botthat runs the AI customer onboarding workflow end-to-end (vector store, Drive folders, default prompt, scenarios import) and surfaces success/error with a link to the n8n executions log on failure. - Rapid partner bundle — new financial-document template with a document header.
Improved
- Provet adapter — removed misleading YAML examples for
appointmentRemindersandsendReminders(scheduled-task-only); points at the Provet Task Editor and a JSONCrmMethodTaskexample instead. - Remember Last Agent scenario — now also stores
latestAgentEmailalongside UID and name.
Fixed
- Rapid
createUpdateCustomer— documented the required params that were missing.