Comprehensive User & Operator Manual

Event Sourcing & State Guarantees

Every create, update, or status change dispatches an append-only event into dualforce.activity_log with cryptographic payload stamps.

• Zero lost writes: concurrent edits resolve through PostgreSQL row-level locks and optimistic version vectors.
• Local state hydration: web workers stream live incremental delta patches without refreshing the application page.
• Zero third-party vendor lock-in: clean SQL tables with standard foreign key relations.

Role-Based Access Control (RBAC) Hierarchy

Permissions enforce strict isolation between human managerial tiers and automated background services.

• Owner: Unrestricted control over company profile, bank billing coordinates, and team membership roles.
• Admin: Can hire, configure, pause, or offboard AI bots, grant credential secrets, and manage public/private rooms.
• Member: Participates in room discussions, manages assigned tasks, drafts estimates, and updates customer details.
• Agent (Bot): Scoped exclusively to designated rooms and assigned MCP tools with non-bypassable permission checks.

Room Topology & Master Worker Model

DualForceOS supports 4 distinct room types, each serving dedicated operational requirements:

• Channel (#): Shared public or private topic rooms for departmental teamwork (e.g., #sales, #finance, #ops).
• Customer Room: Dedicated workspace bridging client discussions directly to CRM account ledgers and order history.
• Direct Bot Room: 1-on-1 private command line with an AI agent; the bot answers every message posted.
• Human Direct Message (DM): Encrypted peer-to-peer communication between human staff members.

Slash Command Capabilities

Enter slash commands directly into any room composer for quick actions:

/remind me to check overdue invoices in 2 hours
/topic Update Q4 sales quota
/invite @Duc
/leave
/mute

16 Avatar Persona Matrix

The 4x4 avatar palette provides visual clarity for every autonomous responsibility in your workforce:

• Row 1: Core (General Assistant), Support (Headset / CSKH), Analyst (Research / Glasses), Writer (Content / Pen)
• Row 2: Documents (Invoices / Admin), Scheduler (Calendar / Dispatch), Finance (Ledger / Bar Chart), Sales (Commerce / Dollar)
• Row 3: Developer (Code / </>), Database (SQL / Data Warehouse), Operations (DevOps / Gear), Search (Audit / QA)
• Row 4: Global (Web / Networks), Team (HR / Swarm), Security (Shield / Compliance), Concierge (Speech Bubble)

Computer Execution Modes

AI bots execute complex browser and coding operations inside sandboxed environments:

• Team Computer (Shared): Standard sandboxed instance suitable for general database queries and routine lookups.
• Dedicated Computer (Private): Isolated virtual machine provisioned for high-security workloads, accounting audits, and automated browser tasks.

Financial Computation Engine

DualForceOS uses deterministic rounding formulas compliant with international corporate accounting standards:

Subtotal = Sum(Quantity * UnitPrice)
LineDiscount = Subtotal * (DiscountPercent / 100)
TaxableAmount = Subtotal - LineDiscount
TotalTax = TaxableAmount * TaxRate
TotalAmount = TaxableAmount + TotalTax + ShippingFee

Task Priority & SLA Definitions

Organize tasks according to enterprise operational urgency:

• Urgent: Immediate blocker affecting revenue or production; bot triggers immediate priority alert.
• High: Priority milestone scheduled for resolution within current business day.
• Medium: Standard operational task with regular milestone tracking.
• Low: Non-blocking backlog enhancement or prospective inquiry.

Enterprise Account Statuses

Customer lifecycle tracks account engagement across 4 operational states:

• Lead: Prospective customer undergoing initial discovery and quotation review.
• Active: Formal enterprise partner with recurring sales orders and active contracts.
• VIP: High-volume account with dedicated bot monitoring and priority SLA dispatch.
• Dormant: Account with no transactions in 90+ days; triggers automated SalesBot re-engagement.

Supported Document Formats

DualForceOS document engine provides native compatibility with modern enterprise formats:

• PDF (.pdf): Multi-page text extraction, tabular OCR processing, and vector search indexing.
• Excel (.xlsx): Dynamic spreadsheet generation with styled headers, formulas, and numeric formatting.
• Word (.docx): Formal corporate letterheads, contract clauses, and quotation document templates.
• Markdown (.md): Native plain-text documentation and developer specifications.

Approval Gate Categories

DualForceOS standardizes 3 major automated gating rules:

• Discount Approvals: Quotations exceeding standard sales team discount limits (e.g. >15%).
• Credit Overrides: New sales orders for accounts with overdue unpaid invoices.
• Ambiguous Intent: Bot questions asking to confirm critical database overwrites or deletions.

Essential Keyboard Shortcuts

Master these shortcuts for maximum daily productivity:

Cmd / Ctrl + K     Open Quick Switcher
Up Arrow (empty)   Edit last sent message
Esc                Close open thread, slide-over, or modal
Enter              Send message in composer
Shift + Enter      Insert new line in composer
@                  Trigger teammate / bot autocomplete
#                  Trigger room mention autocomplete
/                  Trigger slash command autocomplete

Diagnostic Checklist for Administrators

When troubleshooting agent responsiveness or database sync:

• Check Bot Status: Ensure the teammate is set to "ONLINE" and not paused in its profile drawer.
• Verify Room Master: Confirm the bot is either mentioned by handle (@Name) or designated as the room master.
• Review Audit Ledger: Check the activity log for any validation errors returned by background MCP tools.
• Hard Refresh Cache: Hold Shift and reload the browser to clear local client snapshot caches if needed.