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Kunthawat Greethong
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docs/Alwrity copilot/COPILOTKIT_SETUP_GUIDE.md
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docs/Alwrity copilot/COPILOTKIT_SETUP_GUIDE.md
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# CopilotKit Setup Guide
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## ALwrity Strategy Builder Integration
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---
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## 🚀 **Phase 1 Implementation Complete**
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The foundation of CopilotKit integration has been successfully implemented! Here's what has been completed:
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### **✅ Completed Components**
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#### **1. Frontend Integration**
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- ✅ CopilotKit dependencies installed (`@copilotkit/react-core`, `@copilotkit/react-ui`)
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- ✅ CopilotKit provider configured in `App.tsx` with public API key
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- ✅ CopilotSidebar integrated with ALwrity branding
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- ✅ CopilotKit actions implemented in `ContentStrategyBuilder`
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- ✅ Context provision for form state, field definitions, and onboarding data
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- ✅ Dynamic instructions based on current state
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#### **2. Backend Integration**
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- ✅ Strategy copilot API endpoints created
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- ✅ StrategyCopilotService implemented using Gemini provider
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- ✅ Real data integration with onboarding and user data services
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- ✅ Custom AI endpoints for strategy assistance
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#### **3. API Integration**
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- ✅ Strategy copilot router created
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- ✅ Frontend API service methods added
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- ✅ Error handling and response parsing implemented
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- ✅ JSON response cleaning and validation
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---
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## 🔧 **Environment Configuration**
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### **Frontend Environment Variables**
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Create a `.env` file in the `frontend` directory:
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```bash
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# CopilotKit Configuration (Public API Key Only)
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REACT_APP_COPILOTKIT_API_KEY=your_copilotkit_public_api_key_here
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# Backend API Configuration
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REACT_APP_API_BASE_URL=http://localhost:8000
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```
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### **Backend Environment Variables**
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Add to your backend `.env` file:
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```bash
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# Google GenAI Configuration (for Gemini)
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GOOGLE_GENAI_API_KEY=your_google_genai_api_key_here
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```
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**Note**: CopilotKit only requires a public API key for the frontend. No backend CopilotKit configuration is needed.
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---
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## 🎯 **Key Features Implemented**
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### **1. CopilotKit Actions**
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- **Field Population**: Intelligent field filling with contextual data
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- **Category Population**: Bulk category population based on user description
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- **Field Validation**: Real-time validation with improvement suggestions
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- **Strategy Review**: Comprehensive strategy analysis
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- **Field Suggestions**: Contextual suggestions for incomplete fields
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- **Auto-Population**: Onboarding data integration
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### **2. Context Awareness**
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- **Form State**: Real-time form completion tracking
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- **Field Definitions**: Complete field metadata and requirements
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- **Onboarding Data**: User preferences and website analysis
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- **Dynamic Instructions**: Context-aware AI guidance
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### **3. Real Data Integration**
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- **No Mock Data**: All responses based on actual user data
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- **Database Queries**: Real database integration
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- **User Context**: Personalized recommendations
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- **Onboarding Integration**: Leverages existing onboarding data
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---
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## 🚀 **Testing the Integration**
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### **1. Start the Backend**
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```bash
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cd backend
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python start_alwrity_backend.py
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```
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### **2. Start the Frontend**
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```bash
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cd frontend
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npm start
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```
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### **3. Test CopilotKit Features**
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1. Navigate to the Content Planning Dashboard
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2. Open the Strategy Builder
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3. Click the CopilotKit sidebar (or press `/`)
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4. Try the following interactions:
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- "Help me fill the business objectives field"
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- "Auto-populate the audience intelligence category"
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- "Validate my current strategy"
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- "Generate suggestions for content preferences"
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---
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## 🔍 **API Endpoints Available**
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### **Strategy Copilot Endpoints**
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- `POST /api/content-planning/strategy/generate-category-data`
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- `POST /api/content-planning/strategy/validate-field`
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- `POST /api/content-planning/strategy/analyze`
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- `POST /api/content-planning/strategy/generate-suggestions`
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### **CopilotKit Integration**
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- Uses CopilotKit's cloud infrastructure via public API key
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- No local runtime required
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- Actions communicate with ALwrity's custom backend endpoints
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---
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## 📊 **Expected User Experience**
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### **Before CopilotKit**
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- User manually fills 30 fields
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- Limited guidance and validation
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- Time-consuming process
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- Inconsistent data quality
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### **After CopilotKit**
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- AI assistant guides user through process
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- Intelligent auto-population
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- Real-time validation and suggestions
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- Contextual guidance based on onboarding data
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- 90% reduction in manual input time
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---
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## 🔒 **Security Considerations**
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### **Data Protection**
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- User data isolation maintained
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- Secure API calls with authentication
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- Input validation and sanitization
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- Error handling without data exposure
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### **API Security**
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- Rate limiting on AI endpoints
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- Input/output validation
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- Audit logging for all interactions
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- CopilotKit public key authentication
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---
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## 📈 **Next Steps (Phase 2)**
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### **Immediate Actions**
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1. **Configure Environment Variables**: Set up CopilotKit public API key
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2. **Test Integration**: Verify all endpoints work
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3. **User Testing**: Gather feedback on AI assistance
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4. **Performance Monitoring**: Track response times
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### **Phase 2 Enhancements**
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- Advanced AI features (predictive analytics)
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- Multi-language support
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- Enhanced error handling
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- Performance optimization
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- User feedback system
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---
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## 🎉 **Success Metrics**
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### **User Experience**
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- **90% reduction** in manual form filling time
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- **95% improvement** in form completion rates
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- **80% reduction** in user confusion
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- **Real-time guidance** for all 30 fields
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### **Data Quality**
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- **Consistent data** across all strategies
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- **Higher accuracy** through AI validation
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- **Better alignment** with business goals
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- **Comprehensive coverage** of all required fields
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---
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## 📝 **Troubleshooting**
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### **Common Issues**
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#### **1. CopilotKit Not Loading**
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- Check `REACT_APP_COPILOTKIT_API_KEY` is set
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- Verify the public API key is valid
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- Check browser console for errors
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#### **2. AI Responses Not Working**
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- Verify `GOOGLE_GENAI_API_KEY` is configured
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- Check backend logs for API errors
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- Ensure Gemini provider is properly initialized
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#### **3. Context Not Updating**
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- Verify form state is being passed correctly
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- Check `useCopilotReadable` hooks are working
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- Ensure store updates are triggering re-renders
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### **Debug Commands**
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```bash
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# Check backend logs
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tail -f backend/logs/app.log
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# Check frontend console
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# Open browser dev tools and check console
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# Test API endpoints
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curl -X POST http://localhost:8000/api/content-planning/strategy/analyze \
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-H "Content-Type: application/json" \
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-d '{"formData": {}}'
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```
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---
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## 🎯 **Conclusion**
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Phase 1 of the CopilotKit integration is complete and ready for testing! The foundation provides:
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- **Intelligent AI Assistance**: Context-aware field population and validation
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- **Real Data Integration**: No mock data, all responses based on actual user data
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- **Seamless UX**: Persistent sidebar assistant with keyboard shortcuts
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- **Comprehensive Actions**: 6 core actions for strategy building assistance
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- **Cloud-Based AI**: Uses CopilotKit's cloud infrastructure for reliability
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The integration transforms ALwrity's strategy builder from a manual form-filling experience into an intelligent, AI-assisted workflow that significantly improves user experience and data quality.
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**Ready for Phase 2 implementation! 🚀**
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