Add per-Dot Automatic Learning and published skill delivery

docs/SETUP.md

@@ -130,6 +130,51 @@ docker compose down
 
 For remote hosting, configure an HTTPS reverse proxy and the matching `APP_ORIGIN`. See [Security](../SECURITY.md) for the template's deployment boundary.
 
+## Automatic Learning
+
+OpenDots connects [CopilotKit Automatic Learning](https://docs.copilotkit.ai/learning)
+to individual Dots. It uses the existing server-side `INTELLIGENCE_API_KEY` and
+optional `INTELLIGENCE_API_URL`; no additional model key or frontend key is needed.
+
+1. Open **Learning** in the same Intelligence project and create a container for
+   one focused workflow, such as `research-workflow`. IDs use 1–64 lowercase
+   letters, numbers, and single hyphens.
+2. In OpenDots, edit the Dot and enter that ID under **Automatic Learning**.
+   Saving the ID configures routing; it does not create or verify the remote container.
+3. Start new conversations and complete related workflows. Each conversation keeps
+   the container assigned when it was created. Existing conversations, including
+   ones created before this integration, are not enrolled retroactively. Changing
+   or clearing the Dot's ID affects only new conversations. This applies to page
+   chat, scheduled and voice compute in those conversations, and new Slack threads.
+4. In Intelligence, inspect the evidence, run Learning manually or use its schedule,
+   and review and publish proposed skills. The default automatic threshold is 15
+   eligible threads; use the readiness count shown in your deployment.
+5. Enable **Skill delivery** on the Intelligence container, then enable **Use
+   published skills** in the Dot's settings. Start a new turn in an enrolled
+   conversation. The native BuiltInAgent integration loads the latest published
+   catalog and exposes `copilotkit_load_skill` and `copilotkit_read_skill_file`.
+   The model decides which relevant skills to load. Check the run's tool calls to
+   verify actual use; saving settings alone does not establish connectivity.
+
+Skill delivery always uses the conversation's original container, even after the
+Dot is pointed at another container. The Dot's delivery checkbox applies to all its
+conversations. Unchecking it stops delivery on subsequent turns; changing Learning
+settings also stops active work. Conversations without a container do not request
+skills. Existing research, memory, page, and computer permissions still apply.
+
+Ingestion and delivery are separate. Clearing the container does not unenroll older
+conversations; pause Learning in Intelligence to stop its analysis. Turning off
+delivery does not stop evidence collection. A delivery denial or an unavailable
+initial skill snapshot fails the turn rather than silently continuing without the
+configured skills. Restore delivery or uncheck **Use published skills** to continue
+without them. Skills require review and publication in Intelligence; OpenDots does
+not automatically approve them.
+
+The integration uses an explicit container list, so ambient
+`CPK_INTELLIGENCE_LEARNING_CONTAINER_ID` and `CPK_INTELLIGENCE_SKILLS_REVISION`
+variables do not override a conversation's configuration. Self-hosted Intelligence
+must support the [skill delivery endpoints](https://docs.copilotkit.ai/intelligence/learned-skills).
+
 ## Development checks
 
 ```sh

src/client/WorkspaceDialog.tsx

@@ -47,6 +47,12 @@ export function WorkspaceDialog({
     dialog.type === 'dot' ? (dialog.dot?.spaceId ?? dialog.spaceId) : '',
   );
   const [interval, setInterval] = useState('86400');
+  const [learningContainer, setLearningContainer] = useState(
+    dialog.type === 'dot' ? (dialog.dot?.learningContainerId ?? '') : '',
+  );
+  const [skillDelivery, setSkillDelivery] = useState(
+    dialog.type === 'dot' ? (dialog.dot?.skillDeliveryEnabled ?? false) : false,
+  );
   const [busy, setBusy] = useState(false);
   const [error, setError] = useState('');
   const container = useRef<HTMLElement>(null);
@@ -134,6 +140,8 @@ export function WorkspaceDialog({
                 instructions: text,
                 researchAllowed: research,
                 memoryAllowed: memory,
+                learningContainerId: learningContainer.trim() || null,
+                skillDeliveryEnabled: skillDelivery,
               };
             }
             if (dialog.type === 'settings') {
@@ -279,6 +287,56 @@ export function WorkspaceDialog({
               </label>
             </>
           )}
+          {dialog.type === 'dot' && (
+            <fieldset className="space-access-fields">
+              <legend>Automatic Learning</legend>
+              <label className="field-label" htmlFor="learning-container">
+                Learning container ID
+              </label>
+              <input
+                id="learning-container"
+                value={learningContainer}
+                maxLength={64}
+                pattern="[a-z0-9]+(-[a-z0-9]+)*"
+                placeholder="research-workflow"
+                aria-describedby="learning-help"
+                onChange={(event) => {
+                  setLearningContainer(event.target.value);
+                  if (!event.target.value.trim()) setSkillDelivery(false);
+                }}
+              />
+              <p className="muted" id="learning-help">
+                Create this container in your Intelligence project first. New
+                conversations will contribute evidence to it. Leave blank to
+                keep new conversations out of Learning. Existing conversations
+                retain their original assignment.
+              </p>
+              <label className="permission-row">
+                <input
+                  type="checkbox"
+                  checked={skillDelivery}
+                  disabled={!learningContainer.trim()}
+                  onChange={(event) => setSkillDelivery(event.target.checked)}
+                />
+                <span>
+                  <strong>Use published skills</strong>
+                  <small>
+                    Load reviewed skills from each conversation’s assigned
+                    container. Enable delivery in Intelligence too. Turning this
+                    off stops skill loading; it does not stop evidence
+                    collection.
+                  </small>
+                </span>
+              </label>
+              <a
+                href="https://docs.copilotkit.ai/learning"
+                target="_blank"
+                rel="noreferrer"
+              >
+                Set up Learning and review skills ↗
+              </a>
+            </fieldset>
+          )}
           {dialog.type === 'schedule' && (
             <>
               <label className="field-label" htmlFor="schedule-interval">

src/server/dot-agent.ts

@@ -62,7 +62,10 @@ export class DotAgent extends AbstractAgent {
             dot.id,
             'Slack conversation',
           );
-        this.workspace.requireThread(input.threadId, dot.id);
+        const conversation = this.workspace.requireThread(
+          input.threadId,
+          dot.id,
+        );
         if (
           !this.config.intelligenceKey ||
           !this.config.apiKey ||
@@ -79,6 +82,8 @@ export class DotAgent extends AbstractAgent {
             settings.researchAllowed !== initialSettings.researchAllowed ||
             settings.memoryAllowed !== initialSettings.memoryAllowed ||
             current.memoryAllowed !== dot.memoryAllowed ||
+            current.learningContainerId !== dot.learningContainerId ||
+            current.skillDeliveryEnabled !== dot.skillDeliveryEnabled ||
             current.researchAllowed !== dot.researchAllowed ||
             current.spaceId !== dot.spaceId ||
             JSON.stringify(current.spaceIds) !== JSON.stringify(dot.spaceIds)
@@ -173,7 +178,18 @@ export class DotAgent extends AbstractAgent {
         }).chat(this.config.model);
         this.inner = new BuiltInAgent({
           model,
-          maxSteps: 5,
+          learnedSkills:
+            dot.skillDeliveryEnabled && conversation.learningContainerId
+              ? {
+                  containers: [{ id: conversation.learningContainerId }],
+                  apiKey: this.config.intelligenceKey,
+                  apiUrl: this.config.intelligenceApiUrl,
+                }
+              : undefined,
+          maxSteps:
+            dot.skillDeliveryEnabled && conversation.learningContainerId
+              ? 10
+              : 5,
           maxOutputTokens: 2200,
           maxRetries: 1,
           tools: [

src/server/learning.ts

@@ -0,0 +1,35 @@
+import type { CopilotKitIntelligence } from '@copilotkit/runtime/v2';
+import type { WorkspaceStore } from './workspace.js';
+
+type Selector = NonNullable<
+  ConstructorParameters<
+    typeof CopilotKitIntelligence
+  >[0]['getLearningContainerId']
+>;
+
+/** Called before execution, including before a new channel thread reaches DotAgent. */
+export function learningSelector(
+  workspace: WorkspaceStore,
+  channelDotId?: string,
+): Selector {
+  return ({ surface, user, agentId, input }) => {
+    if (user?.id !== workspace.ownerId)
+      throw new Error('Conversation learning requires the workspace owner.');
+    if (surface === 'channel') {
+      if (agentId !== channelDotId)
+        throw new Error(
+          'Conversation learning requires the configured Slack Dot.',
+        );
+      if (
+        !workspace
+          .conversations()
+          .some((thread) => thread.id === input.threadId)
+      )
+        workspace.bindThread(input.threadId, agentId, 'Slack conversation');
+    }
+    return (
+      workspace.requireThread(input.threadId, agentId).learningContainerId ??
+      null
+    );
+  };
+}

src/server/platform.ts

@@ -15,6 +15,7 @@ import { DotAgent } from './dot-agent.js';
 import { runThreadTurn } from './headless.js';
 import { setupStatus, type PlatformConfig } from './platform-config.js';
 import { validateRuntimeScope } from './runtime-scope.js';
+import { learningSelector } from './learning.js';
 export class Platform {
   private channelStartupFailed = false;
   readonly pages: PageService;
@@ -40,6 +41,10 @@ export class Platform {
       apiKey: config.intelligenceKey,
       apiUrl: config.intelligenceApiUrl,
       wsUrl: config.intelligenceWsUrl,
+      getLearningContainerId: learningSelector(
+        workspace,
+        config.slackDotId ?? workspace.dots()[0]?.id,
+      ),
     });
     const channels = [];
     if (config.slackChannel && config.slackTeam && config.slackUsers.length) {

src/server/workspace-routes.ts

@@ -3,12 +3,18 @@ import { Hono } from 'hono';
 import { z } from 'zod';
 import { Platform } from './platform.js';
 import { VoiceService } from './voice.js';
+import {
+  learningContainerIdSchema,
+  validateLearningSettings,
+} from '../shared/learning.js';
 const dotSchema = z
   .object({
     name: z.string().trim().min(1).max(40),
     instructions: z.string().trim().min(3).max(2000),
     researchAllowed: z.boolean(),
     memoryAllowed: z.boolean(),
+    learningContainerId: learningContainerIdSchema.optional(),
+    skillDeliveryEnabled: z.boolean().optional(),
     spaceIds: z.array(z.string().min(1)).min(1).max(100).optional(),
     spaceId: z.string().min(1).optional(),
   })
@@ -55,6 +61,22 @@ export function workspaceRoutes(platform: Platform, voice: VoiceService) {
         },
         400,
       );
+    try {
+      validateLearningSettings(
+        data.data.learningContainerId ?? null,
+        data.data.skillDeliveryEnabled ?? false,
+      );
+    } catch (error) {
+      return c.json(
+        {
+          error:
+            error instanceof Error
+              ? error.message
+              : 'Invalid Learning settings.',
+        },
+        400,
+      );
+    }
     return c.json(
       platform.workspace.createDot(
         data.data.spaceId,
@@ -63,6 +85,8 @@ export function workspaceRoutes(platform: Platform, voice: VoiceService) {
         data.data.researchAllowed,
         data.data.memoryAllowed,
         data.data.spaceIds,
+        data.data.learningContainerId,
+        data.data.skillDeliveryEnabled,
       ),
       201,
     );
@@ -71,6 +95,26 @@ export function workspaceRoutes(platform: Platform, voice: VoiceService) {
     const data = dotSchema.safeParse(await c.req.json());
     if (!data.success)
       return c.json({ error: 'Invalid specialist settings.' }, 400);
+    const current = platform.workspace.dot(c.req.param('id'));
+    if (!current) return c.json({ error: 'Dot not found.' }, 404);
+    try {
+      validateLearningSettings(
+        data.data.learningContainerId === undefined
+          ? (current.learningContainerId ?? null)
+          : data.data.learningContainerId,
+        data.data.skillDeliveryEnabled ?? current.skillDeliveryEnabled ?? false,
+      );
+    } catch (error) {
+      return c.json(
+        {
+          error:
+            error instanceof Error
+              ? error.message
+              : 'Invalid Learning settings.',
+        },
+        400,
+      );
+    }
     return c.json(platform.workspace.updateDot(c.req.param('id'), data.data));
   });
   app.post('/conversations', async (c) => {