SOREA UMKM Agent

OpenClaw-native AI agent workspace untuk operasional UMKM SOREA — dari customer chat, katalog, order, QRIS, keuangan harian, sampai konten Instagram.

SOREA UMKM Agent adalah rancangan agent-first operating system untuk membantu owner UMKM menjalankan pekerjaan harian lewat chat, dashboard, dan workflow modular.

Project ini bukan sekadar chatbot. Di dalamnya ada kumpulan agents, skills, commands, rules, dan workflows yang bekerja sebagai SOP digital untuk bisnis kecil.

Why This Project Exists

Banyak UMKM masih mengelola operasional secara manual:

• customer tanya menu lewat chat
• owner balas satu-satu
• order dicatat manual
• pembayaran dicek manual
• rekap pemasukan/pengeluaran tercecer
• konten promosi dibuat kalau sempat

Repo ini mencoba menjawab masalah itu dengan agent yang bisa membantu alur operasional end-to-end:

Customer Chat
  → Intent Detection
  → Catalog / Product Answer
  → Order Creation
  → QRIS Payment
  → Dashboard Record
  → Finance Recap
  → Social Media Promotion

Core Idea: Agent-First UMKM Operations

Pendekatan agent-first berarti pengetahuan bisnis tidak ditumpuk dalam satu prompt panjang. Semua dipisah menjadi bagian yang jelas:

• agents/ — role agent yang menangani domain tertentu.
• skills/ — SOP/capability reusable untuk menjalankan workflow.
• commands/ — command chat seperti /pesan, /keu_rekap, /ig_plan.
• rules/ — safety, tone, dan source-of-truth rules.
• prompts/ — template output/caption/visual prompt.
• docs/workflows/ — alur kerja detail untuk demo dan pengembangan.
• integrations/ — dokumentasi dashboard/MCP sebagai sistem eksternal penting.

Dengan struktur ini, sistem lebih mudah dipahami, diaudit, dikembangkan, dan dipresentasikan.

Main Capabilities

Customer Service / Inbox

• Klasifikasi pesan customer.
• Draft balasan natural dalam tone SOREA.
• Routing ke katalog, order, payment, atau finance.
• Escalation untuk komplain atau kasus sensitif.

Catalog & Product

• Menampilkan menu ready.
• Mencari produk berdasarkan nama/SKU/kategori.
• Menjawab harga dan stok.
• Mendukung update harga/stok untuk owner/admin workflow.

Chat Order + QRIS

• Parse order dari bahasa natural.
• Resolve nama produk ke SKU.
• Create order ke dashboard.
• Generate QRIS.
• Reply ringkasan order + payment instruction.

Finance Dashboard

• Catat pemasukan.
• Catat pengeluaran.
• Catat piutang.
• Catat pembayaran piutang.
• Ambil rekap harian/mingguan/bulanan.

Instagram / Promotion

• Planning konten.
• Caption dan CTA.
• Visual prompt generation.
• Feed/story workflow.
• Brand visual rules untuk SOREA.

Workflow Coverage

Repository Structure

sorea-umkm-agent/
├── AGENTS.md              # main OpenClaw workspace rules
├── BOOT.md                # startup routine for agent context
├── SOUL.md                # Liana persona and communication style
├── USER.md                # user/project context
├── MEMORY.md              # long-term project memory
├── IDENTITY.md            # agent identity
├── HEARTBEAT.md           # proactive/periodic instruction placeholder
├── TOOLS.md               # environment notes without secrets
├── .env.example           # safe environment placeholder example
├── .mcp.json.example      # MCP config example without real secrets
│
├── agents/                # agent role definitions
├── skills/                # reusable skill/SOP definitions
├── commands/              # chat command specifications
├── rules/                 # safety, tone, source-of-truth, evaluation rules
├── prompts/               # reusable prompt/output templates
├── docs/                  # architecture, workflows, demo, audit docs
├── integrations/          # dashboard/MCP integration docs
├── scripts/               # validation/audit helper scripts
├── config/                # additional config examples
├── data/                  # demo seed data
└── memory/                # development notes

Agents

See: agents/

Skills

See: skills/

Dashboard / MCP Integration

Dashboard UMKM adalah integration layer penting untuk project ini.

This repo does not contain dashboard source code. Dashboard lives in a separate project/repo and is integrated through MCP tools.

Dashboard handles:

• products
• orders
• order items
• QRIS/payment status
• finance transactions
• receivables
• recaps

Integration docs:

• integrations/umkm-dashboard.md
• .mcp.json.example
• .env.example

Source-of-truth rule:

Agent repo = roles, skills, workflows, command behavior, SOP
Dashboard repo = web app, API, database, MCP server, payment implementation

Recommended Demo Flow

The strongest demo path:

1. Customer asks for menu.
2. Agent replies with ready catalog.
3. Customer orders naturally, e.g. Nama Jordan, Matcha Cream 1, French Fries 1, ambil di tempat.
4. Agent resolves products to SKU.
5. Agent creates order in dashboard.
6. Agent generates QRIS.
7. Customer pays.
8. Dashboard/payment webhook updates payment status.
9. Owner asks for finance recap.
10. Agent helps create promotional Instagram content from the product.

Detailed script: docs/demo/demo-script.md

Setup Notes

This repo is mostly documentation/SOP + helper scripts. It is safe to inspect without secrets.

1. Copy environment example only if needed:

cp .env.example .env

2. Fill real secrets locally/server-side only.

3. Never commit .env.

.gitignore already excludes .env and .env.* while allowing .env.example.

Validation

Helper scripts are included so the repo can be audited quickly.

python3 scripts/validate_repo.py
python3 scripts/check_workflows.py
python3 scripts/print_structure.py

Expected result:

PASS: repository structure looks complete
PASS: all main workflows are documented

Scripts are safe:

• no API calls
• no external writes
• no production data mutation
• no secrets required

Documentation Map

Important docs:

• docs/architecture.md — system architecture.
• docs/commands.md — command map.
• docs/workflows/module-map.md — cross-module flow.
• docs/workflows/order-flow.md — order + QRIS flow.
• docs/workflows/finance-flow.md — finance workflow.
• docs/workflows/social-content-flow.md — IG/content workflow.
• docs/evaluation-checklist.md — evaluation checklist.
• docs/final-audit-2026-05-01.md — final audit report.

Why It Is OpenClaw-Native

This repo intentionally does not copy Claude-specific or generic Python agent framework structure.

It adapts useful concepts into an OpenClaw workspace:

• OpenClaw root context files: AGENTS.md, SOUL.md, MEMORY.md, TOOLS.md.
• agents/ for role definitions.
• skills/ for reusable SOP/capabilities.
• commands/, rules/, prompts/, docs/, and integrations/ as supporting layers.

Reference mapping: docs/reference-structure-mapping.md

Project Status

Status: finalized initial version for demo/evaluation.

The repo is ready to be pushed to GitHub as:

sorea-umkm-agent

Primary evaluation focus:

agents/
skills/

Supporting folders make the repo easier to understand, validate, and present.