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Documentation Index

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Version: 1.0.0
Last Updated: 2026-03-08
Status: ✅ Implemented (Phase 1)

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Overview

PF-68 provides a configurable, embeddable website chatbot widget for external visitor engagement. It integrates with PF-27 (Platform AI) for RAG-based responses and CE-01 (Contacts/Leads) for lead capture.

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Architecture

  • Widget: Route-based (/chatbot/widget) served in an iframe via public/chatbot/embed.js
  • Admin UI: /settings/chatbot — tabbed config page (General, Knowledge, Lead Capture, Embed Code)
  • Edge Functions: chatbot-session, chatbot-message, chatbot-lead-capture
  • Database: pf_chatbot_configs, pf_chatbot_sessions, pf_chatbot_messages

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Integration Points

IntegrationPatternDirectionStatus
PF-27 (Platform AI)Edge Function callPF-68 → PF-27✅
CE-01 (Contacts/Leads)Edge Function insertPF-68 → CE✅
PF-60 (RAG Infrastructure)Knowledge base contextPF-68 → PF-60📝 Phase 2
PF-67 (Internal Messaging)Live handoffPF-68 → PF-67📝 Phase 2

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Event Contracts

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pf_chatbot_lead_captured

  • Publisher: chatbot-lead-capture edge function
  • Subscribers: CE-01, PF-35 (webhooks)
  • Payload: 
    {
  "organization_id": "uuid",
  "session_id": "uuid",
  "contact_id": "uuid",
  "lead_id": "uuid",
  "visitor_name": "string",
  "visitor_email": "string"
}

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Security

  • All edge functions use verify_jwt: false with domain validation and session JWT
  • RLS policies use pf_has_permission() (4-arg) for authenticated admin access
  • Widget is anonymous; no auth.uid() available for visitor sessions

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Permissions

Permission KeyRoles
pf.chatbot.manage_settingsorg_admin
pf.chatbot.view_sessionsorg_admin, site_admin