From c2c42a162011a3b939c963a627cbfbbb9f1aabb8 Mon Sep 17 00:00:00 2001
From: Leonardo <lmnohama@gmail.com>
Date: Thu, 23 Apr 2026 13:54:53 -0300
Subject: [PATCH] 3.7 Bot auto-triagem WhatsApp: config por tenant + hook nos
 inbound
MIME-Version: 1.0
Content-Type: text/plain; charset=UTF-8
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Bot que coleta nome, motivo de busca e preferências ANTES do paciente
entrar no fluxo humano. Terapeuta abre a conversa e já encontra
resumo em conversation_notes.

Banco (migration 20260423000007):
- conversation_bots: config 1 por tenant. enabled, greeting/closing
  messages, steps (JSONB array de {prompt, variable, type}), trigger_mode
  (new_contact | all_unassigned | keyword), trigger_keywords[],
  idle_timeout_minutes, respect_optout.
  Defaults vêm com 4 perguntas úteis: nome, motivo, modalidade,
  horário preferido.
- conversation_bot_sessions: estado por thread. current_step,
  collected_data JSONB, status (active | completed | abandoned_idle |
  abandoned_manual | opted_out). UNIQUE parcial garante 1 ativa por
  (tenant, thread).
- RLS: leitura tenant/saas_admin, escrita admins (config) + service_role
  (sessions, só edge altera).

Shared (_shared/whatsapp-hooks.ts):
- maybeProcessBot: carrega config, busca sessão ativa, avança step
  com resposta, envia próxima pergunta via SendFn. Ao esgotar steps,
  envia closing + cria conversation_notes com resumo das variáveis
  coletadas. Se humano assume (conversation_assignments preenchido),
  sessão marca 'abandoned_manual' e bot sai.
- Trigger modes:
  - 'new_contact' (default): só inicia pra thread sem histórico bot
    E sem paciente vinculado (lead real).
  - 'all_unassigned': qualquer thread sem assignee.
  - 'keyword': matched contra lista; normalizeForMatch já existe.

Integração nos inbound (ambos providers):
- evolution-whatsapp-inbound: chama maybeProcessBot após opt-in/opt-out,
  ANTES do auto-reply. Se bot processou, skip auto-reply (senão duas
  respostas sobrepostas).
- twilio-whatsapp-inbound: idem, usando makeTwilioCreditedSendFn pra
  cobrar crédito de cada mensagem enviada pelo bot.

UI (/configuracoes/conversas-bots):
- Toggle enabled + Select trigger_mode + (se keyword) chips de keywords.
- Textareas greeting/closing.
- Editor de steps: reordenar (up/down), remover, add, editor com prompt
  e variable (regex /^[a-z_][a-z0-9_]*$/).
- Botão "Padrão" restaura mensagens/steps default.
- InputNumber idle_timeout + toggle respect_optout.
- Card inferior: últimas 30 sessões (7 dias) com status, contato,
  nome coletado (primeiro campo), progresso (step X/N), início.
- Entrada na landing de configurações + rota /configuracoes/conversas-bots.

Caveat conhecido: a resolução de conversation_notes.created_by usa
o primeiro admin ativo do tenant (pickAnyAdmin). Pra uma v2 seria
ideal ter um user "bot" sintético dedicado.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
---
 .../20260423000007_conversation_bot.sql       | 182 ++++++++
 src/layout/ConfiguracoesPage.vue              |   7 +
 .../ConfiguracoesConversasBotsPage.vue        | 399 ++++++++++++++++++
 src/router/routes.configs.js                  |   5 +
 supabase/functions/_shared/whatsapp-hooks.ts  | 220 ++++++++++
 .../evolution-whatsapp-inbound/index.ts       |  19 +-
 .../twilio-whatsapp-inbound/index.ts          |  25 +-
 7 files changed, 854 insertions(+), 3 deletions(-)
 create mode 100644 database-novo/migrations/20260423000007_conversation_bot.sql
 create mode 100644 src/layout/configuracoes/ConfiguracoesConversasBotsPage.vue

diff --git a/database-novo/migrations/20260423000007_conversation_bot.sql b/database-novo/migrations/20260423000007_conversation_bot.sql
new file mode 100644
index 0000000..857cf0e
--- /dev/null
+++ b/database-novo/migrations/20260423000007_conversation_bot.sql
@@ -0,0 +1,182 @@
+-- ==========================================================================
+-- Agencia PSI — Migracao: Bot de auto-triagem WhatsApp (Grupo 3.7)
+-- ==========================================================================
+-- Criado por: Leonardo Nohama
+-- Data: 2026-04-23 · Sao Carlos/SP — Brasil
+--
+-- Bot que coleta nome + motivo + preferencias antes de encaminhar o
+-- paciente pro fluxo humano. Evita que terapeuta tenha que fazer
+-- perguntas basicas toda vez que chega um lead novo no WhatsApp.
+--
+-- Modelo:
+--   conversation_bots             → config (1 por tenant)
+--   conversation_bot_sessions     → estado ativo por thread
+--
+-- Fluxo:
+--   1. Paciente novo manda inbound
+--   2. Edge evolution-whatsapp-inbound cria session no step 0 e envia
+--      greeting + primeira pergunta (steps[0].prompt)
+--   3. Proxima inbound: salva resposta em collected_data[steps[0].variable],
+--      avanca step, envia proxima pergunta
+--   4. Quando passa do ultimo step: envia closing_message, marca session
+--      como 'completed', cria conversation_note com resumo das respostas
+--
+-- Interrupcoes:
+--   - Paciente pede opt-out (keywords) → bot sai, session 'opted_out'
+--   - Humano assume a conversa (conversation_assignments) → bot sai, 'abandoned_manual'
+--   - Session sem resposta > idle_timeout → 'abandoned_idle' (job futuro)
+--
+-- UNIQUE parcial garante 1 sessao ativa por thread.
+-- ==========================================================================
+
+-- ---------------------------------------------------------------------------
+-- Tabela: conversation_bots (config)
+-- ---------------------------------------------------------------------------
+CREATE TABLE IF NOT EXISTS public.conversation_bots (
+    tenant_id UUID PRIMARY KEY REFERENCES public.tenants(id) ON DELETE CASCADE,
+
+    enabled BOOLEAN NOT NULL DEFAULT false,
+
+    greeting_message TEXT NOT NULL DEFAULT 'Olá! 👋 Sou o assistente virtual. Vou te fazer algumas perguntas rápidas pra a equipe preparar seu atendimento.',
+    closing_message TEXT NOT NULL DEFAULT 'Obrigado! Recebemos suas informações e a equipe entrará em contato em breve. 💙',
+
+    -- Array de steps: [{ "prompt": "...", "variable": "...", "type": "text" }]
+    steps JSONB NOT NULL DEFAULT jsonb_build_array(
+        jsonb_build_object('prompt', 'Qual seu nome completo?', 'variable', 'nome_completo', 'type', 'text'),
+        jsonb_build_object('prompt', 'O que te levou a buscar atendimento? Pode me contar brevemente.', 'variable', 'motivo', 'type', 'text'),
+        jsonb_build_object('prompt', 'Prefere atendimento online ou presencial?', 'variable', 'modalidade', 'type', 'text'),
+        jsonb_build_object('prompt', 'Qual o melhor dia e horário pra você? (Ex: terça à tarde)', 'variable', 'horario_preferido', 'type', 'text')
+    ),
+
+    -- Gatilho: quem dispara o bot?
+    trigger_mode TEXT NOT NULL DEFAULT 'new_contact'
+        CHECK (trigger_mode IN ('new_contact', 'all_unassigned', 'keyword')),
+    -- Usado quando trigger_mode='keyword'
+    trigger_keywords TEXT[] NOT NULL DEFAULT ARRAY[]::TEXT[],
+
+    -- Abandono automatico: se session fica ativa sem avancar por N min
+    idle_timeout_minutes INT NOT NULL DEFAULT 30 CHECK (idle_timeout_minutes >= 5 AND idle_timeout_minutes <= 1440),
+
+    -- Se bot deve encerrar quando paciente usa keyword de opt-out
+    respect_optout BOOLEAN NOT NULL DEFAULT true,
+
+    created_at TIMESTAMPTZ NOT NULL DEFAULT now(),
+    updated_at TIMESTAMPTZ NOT NULL DEFAULT now()
+);
+
+DROP TRIGGER IF EXISTS trg_conv_bots_updated_at ON public.conversation_bots;
+CREATE TRIGGER trg_conv_bots_updated_at
+    BEFORE UPDATE ON public.conversation_bots
+    FOR EACH ROW EXECUTE FUNCTION public.set_updated_at();
+
+COMMENT ON TABLE public.conversation_bots IS
+    'Config do bot de triagem WhatsApp por tenant. steps contem array de perguntas.';
+
+
+-- ---------------------------------------------------------------------------
+-- Tabela: conversation_bot_sessions (estado)
+-- ---------------------------------------------------------------------------
+CREATE TABLE IF NOT EXISTS public.conversation_bot_sessions (
+    id UUID PRIMARY KEY DEFAULT gen_random_uuid(),
+    tenant_id UUID NOT NULL REFERENCES public.tenants(id) ON DELETE CASCADE,
+    thread_key TEXT NOT NULL,
+    contact_number TEXT,
+
+    current_step INT NOT NULL DEFAULT 0,
+    collected_data JSONB NOT NULL DEFAULT '{}'::jsonb,
+
+    status TEXT NOT NULL DEFAULT 'active'
+        CHECK (status IN ('active', 'completed', 'abandoned_idle', 'abandoned_manual', 'opted_out')),
+
+    started_at TIMESTAMPTZ NOT NULL DEFAULT now(),
+    last_advance_at TIMESTAMPTZ NOT NULL DEFAULT now(),
+    completed_at TIMESTAMPTZ,
+    abandoned_at TIMESTAMPTZ,
+
+    created_at TIMESTAMPTZ NOT NULL DEFAULT now(),
+    updated_at TIMESTAMPTZ NOT NULL DEFAULT now()
+);
+
+DROP TRIGGER IF EXISTS trg_bot_sessions_updated_at ON public.conversation_bot_sessions;
+CREATE TRIGGER trg_bot_sessions_updated_at
+    BEFORE UPDATE ON public.conversation_bot_sessions
+    FOR EACH ROW EXECUTE FUNCTION public.set_updated_at();
+
+-- 1 sessao ativa por thread
+CREATE UNIQUE INDEX IF NOT EXISTS uq_bot_sessions_active_per_thread
+    ON public.conversation_bot_sessions (tenant_id, thread_key)
+    WHERE status = 'active';
+
+CREATE INDEX IF NOT EXISTS idx_bot_sessions_tenant_status
+    ON public.conversation_bot_sessions (tenant_id, status, started_at DESC);
+
+COMMENT ON TABLE public.conversation_bot_sessions IS
+    'Estado do bot por thread. UNIQUE parcial garante 1 ativa por (tenant, thread).';
+
+
+-- ---------------------------------------------------------------------------
+-- RLS
+-- ---------------------------------------------------------------------------
+ALTER TABLE public.conversation_bots ENABLE ROW LEVEL SECURITY;
+
+DROP POLICY IF EXISTS "conv_bots: select membros" ON public.conversation_bots;
+CREATE POLICY "conv_bots: select membros"
+    ON public.conversation_bots
+    FOR SELECT TO authenticated
+    USING (
+        public.is_saas_admin()
+        OR EXISTS (
+            SELECT 1 FROM public.tenant_members tm
+            WHERE tm.tenant_id = conversation_bots.tenant_id
+              AND tm.user_id = auth.uid()
+              AND tm.status = 'active'
+        )
+    );
+
+DROP POLICY IF EXISTS "conv_bots: write admins" ON public.conversation_bots;
+CREATE POLICY "conv_bots: write admins"
+    ON public.conversation_bots
+    FOR ALL TO authenticated
+    USING (
+        public.is_saas_admin()
+        OR EXISTS (
+            SELECT 1 FROM public.tenant_members tm
+            WHERE tm.tenant_id = conversation_bots.tenant_id
+              AND tm.user_id = auth.uid()
+              AND tm.role IN ('clinic_admin', 'tenant_admin')
+              AND tm.status = 'active'
+        )
+    )
+    WITH CHECK (
+        public.is_saas_admin()
+        OR EXISTS (
+            SELECT 1 FROM public.tenant_members tm
+            WHERE tm.tenant_id = conversation_bots.tenant_id
+              AND tm.user_id = auth.uid()
+              AND tm.role IN ('clinic_admin', 'tenant_admin')
+              AND tm.status = 'active'
+        )
+    );
+
+
+ALTER TABLE public.conversation_bot_sessions ENABLE ROW LEVEL SECURITY;
+
+DROP POLICY IF EXISTS "bot_sessions: select membros" ON public.conversation_bot_sessions;
+CREATE POLICY "bot_sessions: select membros"
+    ON public.conversation_bot_sessions
+    FOR SELECT TO authenticated
+    USING (
+        public.is_saas_admin()
+        OR EXISTS (
+            SELECT 1 FROM public.tenant_members tm
+            WHERE tm.tenant_id = conversation_bot_sessions.tenant_id
+              AND tm.user_id = auth.uid()
+              AND tm.status = 'active'
+        )
+    );
+
+DROP POLICY IF EXISTS "bot_sessions: write service_role" ON public.conversation_bot_sessions;
+CREATE POLICY "bot_sessions: write service_role"
+    ON public.conversation_bot_sessions
+    FOR ALL TO service_role
+    USING (true) WITH CHECK (true);
diff --git a/src/layout/ConfiguracoesPage.vue b/src/layout/ConfiguracoesPage.vue
index edd758f..5df2381 100644
--- a/src/layout/ConfiguracoesPage.vue
+++ b/src/layout/ConfiguracoesPage.vue
@@ -165,6 +165,13 @@ const grupos = [
                 icon: 'pi pi-stopwatch',
                 to: '/configuracoes/conversas-sla'
             },
+            {
+                key: 'conversas-bots',
+                label: 'Bot de triagem',
+                desc: 'Coleta nome e motivo do paciente via WhatsApp antes de entrar no fluxo humano.',
+                icon: 'pi pi-android',
+                to: '/configuracoes/conversas-bots'
+            },
             {
                 key: 'lembretes-sessao',
                 label: 'Lembretes de Sessão',
diff --git a/src/layout/configuracoes/ConfiguracoesConversasBotsPage.vue b/src/layout/configuracoes/ConfiguracoesConversasBotsPage.vue
new file mode 100644
index 0000000..a37a9cd
--- /dev/null
+++ b/src/layout/configuracoes/ConfiguracoesConversasBotsPage.vue
@@ -0,0 +1,399 @@
+<!--
+|--------------------------------------------------------------------------
+| Agência PSI — Bot de triagem WhatsApp (CRM Grupo 3.7)
+|--------------------------------------------------------------------------
+| Configura bot que coleta nome, motivo e preferências antes do paciente
+| entrar no fluxo humano. Resposta armazenada em conversation_notes pra
+| terapeuta ver ao assumir a conversa.
+|--------------------------------------------------------------------------
+-->
+<script setup>
+import { ref, computed, onMounted, watch } from 'vue';
+import { useToast } from 'primevue/usetoast';
+import { useConfirm } from 'primevue/useconfirm';
+import { useTenantStore } from '@/stores/tenantStore';
+import { supabase } from '@/lib/supabase/client';
+
+const toast = useToast();
+const confirm = useConfirm();
+const tenantStore = useTenantStore();
+
+const DEFAULT_CONFIG = () => ({
+    enabled: false,
+    greeting_message: 'Olá! 👋 Sou o assistente virtual. Vou te fazer algumas perguntas rápidas pra a equipe preparar seu atendimento.',
+    closing_message: 'Obrigado! Recebemos suas informações e a equipe entrará em contato em breve. 💙',
+    steps: [
+        { prompt: 'Qual seu nome completo?', variable: 'nome_completo', type: 'text' },
+        { prompt: 'O que te levou a buscar atendimento? Pode me contar brevemente.', variable: 'motivo', type: 'text' },
+        { prompt: 'Prefere atendimento online ou presencial?', variable: 'modalidade', type: 'text' },
+        { prompt: 'Qual o melhor dia e horário pra você? (Ex: terça à tarde)', variable: 'horario_preferido', type: 'text' }
+    ],
+    trigger_mode: 'new_contact',
+    trigger_keywords: [],
+    idle_timeout_minutes: 30,
+    respect_optout: true
+});
+
+const TRIGGER_OPTIONS = [
+    { value: 'new_contact', label: 'Primeiro contato (novo número sem paciente cadastrado)' },
+    { value: 'all_unassigned', label: 'Toda conversa sem terapeuta atribuído' },
+    { value: 'keyword', label: 'Quando paciente digita palavra-chave' }
+];
+
+const config = ref(DEFAULT_CONFIG());
+const loading = ref(false);
+const saving = ref(false);
+
+const sessions = ref([]);
+const sessionsLoading = ref(false);
+
+const tenantId = computed(() => tenantStore.activeTenantId);
+
+async function loadConfig() {
+    if (!tenantId.value) return;
+    loading.value = true;
+    try {
+        const { data, error } = await supabase
+            .from('conversation_bots')
+            .select('*')
+            .eq('tenant_id', tenantId.value)
+            .maybeSingle();
+        if (error) throw error;
+        if (data) {
+            config.value = {
+                enabled: !!data.enabled,
+                greeting_message: data.greeting_message || '',
+                closing_message: data.closing_message || '',
+                steps: Array.isArray(data.steps) && data.steps.length
+                    ? data.steps.map((s) => ({ prompt: s.prompt || '', variable: s.variable || '', type: s.type || 'text' }))
+                    : DEFAULT_CONFIG().steps,
+                trigger_mode: data.trigger_mode || 'new_contact',
+                trigger_keywords: Array.isArray(data.trigger_keywords) ? [...data.trigger_keywords] : [],
+                idle_timeout_minutes: Number(data.idle_timeout_minutes) || 30,
+                respect_optout: data.respect_optout !== false
+            };
+        } else {
+            config.value = DEFAULT_CONFIG();
+        }
+    } catch (e) {
+        toast.add({ severity: 'error', summary: 'Erro ao carregar config', detail: e.message, life: 4000 });
+    } finally {
+        loading.value = false;
+    }
+}
+
+function addStep() {
+    config.value.steps.push({ prompt: '', variable: `pergunta_${config.value.steps.length + 1}`, type: 'text' });
+}
+
+function removeStep(idx) {
+    if (config.value.steps.length === 1) {
+        toast.add({ severity: 'warn', summary: 'Deixe pelo menos 1 pergunta', life: 2500 });
+        return;
+    }
+    config.value.steps.splice(idx, 1);
+}
+
+function moveStep(idx, dir) {
+    const newIdx = idx + dir;
+    if (newIdx < 0 || newIdx >= config.value.steps.length) return;
+    const [item] = config.value.steps.splice(idx, 1);
+    config.value.steps.splice(newIdx, 0, item);
+}
+
+function validate() {
+    const c = config.value;
+    if (!c.greeting_message?.trim()) {
+        toast.add({ severity: 'warn', summary: 'Mensagem de saudação obrigatória', life: 3000 });
+        return false;
+    }
+    if (!c.closing_message?.trim()) {
+        toast.add({ severity: 'warn', summary: 'Mensagem de encerramento obrigatória', life: 3000 });
+        return false;
+    }
+    if (!Array.isArray(c.steps) || c.steps.length === 0) {
+        toast.add({ severity: 'warn', summary: 'Adicione ao menos 1 pergunta', life: 3000 });
+        return false;
+    }
+    for (let i = 0; i < c.steps.length; i++) {
+        const s = c.steps[i];
+        if (!s.prompt?.trim()) {
+            toast.add({ severity: 'warn', summary: `Pergunta ${i + 1} sem texto`, life: 3000 });
+            return false;
+        }
+        if (!/^[a-z_][a-z0-9_]*$/i.test(String(s.variable || '').trim())) {
+            toast.add({ severity: 'warn', summary: `Pergunta ${i + 1}: variável inválida`, detail: 'Use letras, números e _', life: 4000 });
+            return false;
+        }
+    }
+    if (c.trigger_mode === 'keyword' && c.trigger_keywords.length === 0) {
+        toast.add({ severity: 'warn', summary: 'Adicione ao menos 1 palavra-chave', life: 3000 });
+        return false;
+    }
+    return true;
+}
+
+async function saveConfig() {
+    if (!tenantId.value) return;
+    if (!validate()) return;
+    saving.value = true;
+    try {
+        const payload = {
+            tenant_id: tenantId.value,
+            enabled: !!config.value.enabled,
+            greeting_message: String(config.value.greeting_message || '').trim().slice(0, 1000),
+            closing_message: String(config.value.closing_message || '').trim().slice(0, 1000),
+            steps: config.value.steps.map((s) => ({
+                prompt: String(s.prompt || '').trim().slice(0, 500),
+                variable: String(s.variable || '').trim().toLowerCase(),
+                type: s.type || 'text'
+            })),
+            trigger_mode: config.value.trigger_mode,
+            trigger_keywords: (config.value.trigger_keywords || [])
+                .map((k) => String(k || '').trim().toLowerCase())
+                .filter(Boolean),
+            idle_timeout_minutes: Math.max(5, Math.min(1440, Number(config.value.idle_timeout_minutes) || 30)),
+            respect_optout: !!config.value.respect_optout
+        };
+        const { error } = await supabase
+            .from('conversation_bots')
+            .upsert(payload, { onConflict: 'tenant_id' });
+        if (error) throw error;
+        toast.add({ severity: 'success', summary: 'Configuração salva', life: 2500 });
+        loadSessions();
+    } catch (e) {
+        toast.add({ severity: 'error', summary: 'Erro ao salvar', detail: e.message, life: 4000 });
+    } finally {
+        saving.value = false;
+    }
+}
+
+async function loadSessions() {
+    if (!tenantId.value) return;
+    sessionsLoading.value = true;
+    try {
+        const sevenDaysAgo = new Date(Date.now() - 7 * 24 * 3600 * 1000).toISOString();
+        const { data, error } = await supabase
+            .from('conversation_bot_sessions')
+            .select('id, thread_key, contact_number, current_step, collected_data, status, started_at, completed_at, abandoned_at')
+            .eq('tenant_id', tenantId.value)
+            .gte('started_at', sevenDaysAgo)
+            .order('started_at', { ascending: false })
+            .limit(30);
+        if (error) throw error;
+        sessions.value = data || [];
+    } catch (e) {
+        console.warn('[bots] loadSessions:', e?.message);
+    } finally {
+        sessionsLoading.value = false;
+    }
+}
+
+function statusTag(s) {
+    const map = {
+        active: { label: 'Em andamento', severity: 'warn' },
+        completed: { label: 'Concluída', severity: 'success' },
+        abandoned_idle: { label: 'Abandonada', severity: 'secondary' },
+        abandoned_manual: { label: 'Assumida por humano', severity: 'info' },
+        opted_out: { label: 'Opt-out', severity: 'danger' }
+    };
+    return map[s] || { label: s, severity: 'secondary' };
+}
+
+function formatDate(iso) {
+    if (!iso) return '—';
+    return new Date(iso).toLocaleString('pt-BR', { dateStyle: 'short', timeStyle: 'short' });
+}
+
+function addKeyword() {
+    const input = prompt('Palavra-chave (ex: "agendar", "consulta"):');
+    if (!input) return;
+    const kw = String(input).trim().toLowerCase();
+    if (kw && !config.value.trigger_keywords.includes(kw)) {
+        config.value.trigger_keywords.push(kw);
+    }
+}
+
+function removeKeyword(idx) {
+    config.value.trigger_keywords.splice(idx, 1);
+}
+
+function resetToDefault() {
+    confirm.require({
+        message: 'Restaurar perguntas e mensagens pro modelo padrão? Isso não afeta sessões em andamento.',
+        header: 'Restaurar padrão',
+        icon: 'pi pi-undo',
+        accept: () => {
+            const d = DEFAULT_CONFIG();
+            config.value.greeting_message = d.greeting_message;
+            config.value.closing_message = d.closing_message;
+            config.value.steps = d.steps;
+            toast.add({ severity: 'info', summary: 'Restaurado — lembre de salvar', life: 2500 });
+        }
+    });
+}
+
+onMounted(async () => {
+    await loadConfig();
+    await loadSessions();
+});
+
+watch(() => tenantStore.activeTenantId, async (id) => {
+    if (id) {
+        await loadConfig();
+        await loadSessions();
+    }
+});
+</script>
+
+<template>
+    <div class="flex flex-col gap-4">
+        <ConfirmDialog />
+
+        <!-- Header -->
+        <div class="cfg-subheader">
+            <div class="cfg-subheader__icon"><i class="pi pi-android" /></div>
+            <div class="min-w-0 flex-1">
+                <div class="cfg-subheader__title">Bot de triagem WhatsApp</div>
+                <div class="cfg-subheader__sub">Coleta nome, motivo e preferências do paciente antes de entrar no fluxo humano.</div>
+            </div>
+        </div>
+
+        <div v-if="loading" class="flex justify-center py-10">
+            <ProgressSpinner style="width: 40px; height: 40px" />
+        </div>
+
+        <template v-else>
+            <!-- Card principal -->
+            <div class="border border-[var(--surface-border)] rounded-lg bg-[var(--surface-card)] p-4 flex flex-col gap-4">
+                <!-- Toggle -->
+                <div class="flex items-center justify-between gap-3">
+                    <div class="flex items-center gap-3">
+                        <ToggleSwitch v-model="config.enabled" inputId="bot-enabled" />
+                        <label for="bot-enabled" class="text-sm font-semibold cursor-pointer">Ativar bot</label>
+                    </div>
+                    <Tag :value="config.enabled ? 'Ativo' : 'Desativado'" :severity="config.enabled ? 'success' : 'secondary'" class="text-[0.7rem]" />
+                </div>
+
+                <!-- Trigger -->
+                <div class="flex flex-col gap-1 border-t border-[var(--surface-border)] pt-3">
+                    <label class="text-xs font-semibold uppercase tracking-wide text-[var(--text-color-secondary)]">Quando acionar o bot</label>
+                    <Select v-model="config.trigger_mode" :options="TRIGGER_OPTIONS" optionLabel="label" optionValue="value" class="w-full" />
+
+                    <!-- Keywords quando modo=keyword -->
+                    <div v-if="config.trigger_mode === 'keyword'" class="mt-2 flex flex-col gap-1.5">
+                        <label class="text-xs text-[var(--text-color-secondary)]">Palavras-chave que ativam o bot</label>
+                        <div class="flex flex-wrap gap-1.5">
+                            <span v-for="(kw, idx) in config.trigger_keywords" :key="kw + idx"
+                                  class="inline-flex items-center gap-1 px-2 py-0.5 rounded-full bg-[var(--surface-ground)] border border-[var(--surface-border)] text-xs">
+                                {{ kw }}
+                                <button class="text-[var(--text-color-secondary)] hover:text-red-500" @click="removeKeyword(idx)">
+                                    <i class="pi pi-times text-[0.6rem]" />
+                                </button>
+                            </span>
+                            <Button icon="pi pi-plus" label="Adicionar" size="small" severity="secondary" outlined @click="addKeyword" />
+                        </div>
+                    </div>
+                </div>
+
+                <!-- Mensagem de saudação -->
+                <div class="flex flex-col gap-1 border-t border-[var(--surface-border)] pt-3">
+                    <label class="text-xs font-semibold uppercase tracking-wide text-[var(--text-color-secondary)]">Saudação inicial</label>
+                    <Textarea v-model="config.greeting_message" rows="2" autoResize maxlength="1000" class="w-full" />
+                    <small class="text-[var(--text-color-secondary)]">Enviada uma vez quando o bot inicia uma sessão.</small>
+                </div>
+
+                <!-- Perguntas -->
+                <div class="flex flex-col gap-2 border-t border-[var(--surface-border)] pt-3">
+                    <div class="flex items-center justify-between gap-2">
+                        <label class="text-xs font-semibold uppercase tracking-wide text-[var(--text-color-secondary)]">Perguntas (em ordem)</label>
+                        <div class="flex gap-1">
+                            <Button icon="pi pi-undo" label="Padrão" size="small" severity="secondary" outlined @click="resetToDefault" />
+                            <Button icon="pi pi-plus" label="Nova pergunta" size="small" @click="addStep" />
+                        </div>
+                    </div>
+
+                    <div v-for="(step, idx) in config.steps" :key="idx"
+                         class="border border-[var(--surface-border)] rounded-md p-3 flex flex-col gap-2 bg-[var(--surface-ground)]">
+                        <div class="flex items-center gap-2">
+                            <span class="font-mono text-xs px-2 py-0.5 rounded bg-[var(--surface-card)] border border-[var(--surface-border)]">{{ idx + 1 }}</span>
+                            <div class="flex gap-1 ml-auto">
+                                <Button icon="pi pi-arrow-up" size="small" text rounded :disabled="idx === 0" @click="moveStep(idx, -1)" />
+                                <Button icon="pi pi-arrow-down" size="small" text rounded :disabled="idx === config.steps.length - 1" @click="moveStep(idx, 1)" />
+                                <Button icon="pi pi-trash" size="small" text rounded severity="danger" @click="removeStep(idx)" />
+                            </div>
+                        </div>
+                        <div class="flex flex-col gap-1">
+                            <label class="text-[0.65rem] uppercase text-[var(--text-color-secondary)]">Pergunta</label>
+                            <Textarea v-model="step.prompt" rows="2" autoResize maxlength="500" />
+                        </div>
+                        <div class="flex flex-col gap-1">
+                            <label class="text-[0.65rem] uppercase text-[var(--text-color-secondary)]">Variável (identificador)</label>
+                            <InputText v-model="step.variable" class="!text-xs font-mono" maxlength="50" />
+                            <small class="text-[var(--text-color-secondary)]">Usada na nota interna e no extrato. Só letras/números/_</small>
+                        </div>
+                    </div>
+                </div>
+
+                <!-- Mensagem de encerramento -->
+                <div class="flex flex-col gap-1 border-t border-[var(--surface-border)] pt-3">
+                    <label class="text-xs font-semibold uppercase tracking-wide text-[var(--text-color-secondary)]">Encerramento</label>
+                    <Textarea v-model="config.closing_message" rows="2" autoResize maxlength="1000" class="w-full" />
+                    <small class="text-[var(--text-color-secondary)]">Enviada quando o paciente responde a última pergunta. Depois disso a conversa entra no fluxo humano.</small>
+                </div>
+
+                <!-- Opções avançadas -->
+                <div class="flex flex-col gap-3 border-t border-[var(--surface-border)] pt-3">
+                    <div class="flex items-center gap-2">
+                        <label class="text-sm whitespace-nowrap">Abandonar se paciente não responder em</label>
+                        <InputNumber v-model="config.idle_timeout_minutes" :min="5" :max="1440" showButtons buttonLayout="horizontal" :inputStyle="{ width: '4rem', textAlign: 'center' }" incrementButtonIcon="pi pi-plus" decrementButtonIcon="pi pi-minus" />
+                        <span class="text-sm text-[var(--text-color-secondary)]">min</span>
+                    </div>
+                    <div class="flex items-start gap-2">
+                        <ToggleSwitch v-model="config.respect_optout" inputId="bot-optout" />
+                        <label for="bot-optout" class="text-sm cursor-pointer flex-1">
+                            <span class="font-semibold">Respeitar opt-out durante o bot</span>
+                            <span class="block text-xs text-[var(--text-color-secondary)]">Se o paciente usar palavra de opt-out, bot encerra e respeita a opção.</span>
+                        </label>
+                    </div>
+                </div>
+
+                <!-- Save -->
+                <div class="flex justify-end border-t border-[var(--surface-border)] pt-3">
+                    <Button label="Salvar configuração" icon="pi pi-save" :loading="saving" class="rounded-full" @click="saveConfig" />
+                </div>
+            </div>
+
+            <!-- Histórico de sessões -->
+            <div class="border border-[var(--surface-border)] rounded-lg bg-[var(--surface-card)] p-4 flex flex-col gap-3">
+                <div class="flex items-center justify-between gap-2 flex-wrap">
+                    <div class="flex items-center gap-2">
+                        <i class="pi pi-history text-[var(--primary-color)]" />
+                        <h3 class="text-sm font-bold uppercase tracking-wide m-0">Sessões dos últimos 7 dias</h3>
+                        <Tag :value="sessions.length" severity="secondary" class="text-[0.65rem]" />
+                    </div>
+                    <Button icon="pi pi-refresh" size="small" severity="secondary" outlined :loading="sessionsLoading" @click="loadSessions" />
+                </div>
+
+                <div v-if="sessionsLoading" class="text-xs text-[var(--text-color-secondary)] italic py-3 text-center">Carregando…</div>
+                <div v-else-if="!sessions.length" class="text-xs text-[var(--text-color-secondary)] italic py-4 text-center">
+                    Nenhuma sessão ainda. Ative o bot e espere o próximo paciente novo enviar mensagem.
+                </div>
+                <div v-else class="flex flex-col gap-1 max-h-[360px] overflow-y-auto text-xs">
+                    <div v-for="s in sessions" :key="s.id"
+                         class="grid grid-cols-[auto_auto_1fr_auto_auto] items-center gap-3 px-2 py-1.5 rounded hover:bg-[var(--surface-hover)]">
+                        <Tag :value="statusTag(s.status).label" :severity="statusTag(s.status).severity" class="text-[0.6rem]" />
+                        <span class="font-mono text-[0.65rem] text-[var(--text-color-secondary)]">{{ s.contact_number || s.thread_key }}</span>
+                        <span class="text-[var(--text-color-secondary)] truncate">
+                            <template v-if="s.collected_data?.nome_completo">{{ s.collected_data.nome_completo }}</template>
+                            <template v-else-if="s.collected_data?.motivo">{{ s.collected_data.motivo }}</template>
+                            <template v-else>—</template>
+                        </span>
+                        <span class="text-[var(--text-color-secondary)] whitespace-nowrap">step {{ s.current_step }}/{{ config.steps.length }}</span>
+                        <span class="text-[var(--text-color-secondary)] font-mono whitespace-nowrap">{{ formatDate(s.started_at) }}</span>
+                    </div>
+                </div>
+            </div>
+        </template>
+    </div>
+</template>
diff --git a/src/router/routes.configs.js b/src/router/routes.configs.js
index 6c7bc6a..c9cf648 100644
--- a/src/router/routes.configs.js
+++ b/src/router/routes.configs.js
@@ -153,6 +153,11 @@ export default {
             name: 'ConfiguracoesConversasSla',
             component: () => import('@/layout/configuracoes/ConfiguracoesConversasSlaPage.vue')
         },
+        {
+            path: 'conversas-bots',
+            name: 'ConfiguracoesConversasBots',
+            component: () => import('@/layout/configuracoes/ConfiguracoesConversasBotsPage.vue')
+        },
         {
             path: 'lembretes-sessao',
             name: 'ConfiguracoesLembretesSessao',
diff --git a/supabase/functions/_shared/whatsapp-hooks.ts b/supabase/functions/_shared/whatsapp-hooks.ts
index b018a96..e23f1a1 100644
--- a/supabase/functions/_shared/whatsapp-hooks.ts
+++ b/supabase/functions/_shared/whatsapp-hooks.ts
@@ -369,3 +369,223 @@ export function makeTwilioCreditedSendFn(
         return { ok: true, messageId: sendRes.messageId ?? null }
     }
 }
+
+
+// ════════════════════════════════════════════════════════════════════════════
+// Bot de auto-triagem (3.7)
+// ════════════════════════════════════════════════════════════════════════════
+
+type BotStep = { prompt: string; variable: string; type?: string }
+type BotConfig = {
+    enabled: boolean
+    greeting_message: string
+    closing_message: string
+    steps: BotStep[]
+    trigger_mode: 'new_contact' | 'all_unassigned' | 'keyword'
+    trigger_keywords: string[]
+    idle_timeout_minutes: number
+    respect_optout: boolean
+}
+
+/**
+ * Verifica se o bot deve processar esta inbound. Se sim, avança/inicia
+ * a sessão e envia a próxima pergunta. Retorna true se processou (caller
+ * deve skipar auto-reply pra não empilhar respostas).
+ *
+ * Caller garante que esta função só é chamada quando:
+ *   - mensagem é inbound (não fromMe)
+ *   - não é opt-out
+ */
+export async function maybeProcessBot(
+    supa: SupabaseClient,
+    tenantId: string,
+    threadKey: string,
+    patientId: string | null,
+    phone: string,
+    body: string,
+    sendFn: SendFn
+): Promise<{ processed: boolean; status?: string; step?: number; reason?: string }> {
+    const text = String(body || '').trim()
+
+    // Carrega config
+    const { data: cfg } = await supa
+        .from('conversation_bots')
+        .select('*')
+        .eq('tenant_id', tenantId)
+        .maybeSingle()
+
+    if (!cfg || !cfg.enabled) return { processed: false, reason: 'disabled' }
+    const config = cfg as BotConfig
+    if (!Array.isArray(config.steps) || config.steps.length === 0) {
+        return { processed: false, reason: 'no_steps' }
+    }
+
+    // Busca sessão ativa
+    const { data: active } = await supa
+        .from('conversation_bot_sessions')
+        .select('*')
+        .eq('tenant_id', tenantId)
+        .eq('thread_key', threadKey)
+        .eq('status', 'active')
+        .maybeSingle()
+
+    if (active) {
+        // Se humano já atribuiu a thread, abandona bot
+        const { data: assign } = await supa
+            .from('conversation_assignments')
+            .select('assigned_to')
+            .eq('tenant_id', tenantId)
+            .eq('thread_key', threadKey)
+            .maybeSingle()
+        if (assign?.assigned_to) {
+            await supa.from('conversation_bot_sessions')
+                .update({ status: 'abandoned_manual', abandoned_at: new Date().toISOString() })
+                .eq('id', active.id)
+            return { processed: false, reason: 'human_took_over' }
+        }
+
+        return await advanceSession(supa, config, active, text, phone, sendFn)
+    }
+
+    // Sem sessão ativa — decide se inicia
+    if (config.trigger_mode === 'new_contact') {
+        // Inicia só se ainda não existe nenhuma sessão (completada ou abandonada) pra essa thread
+        const { data: prev } = await supa
+            .from('conversation_bot_sessions')
+            .select('id')
+            .eq('tenant_id', tenantId)
+            .eq('thread_key', threadKey)
+            .limit(1)
+            .maybeSingle()
+        if (prev) return { processed: false, reason: 'already_bot_history' }
+        // Também pula se paciente já existe (é contato conhecido)
+        if (patientId) return { processed: false, reason: 'known_patient' }
+    } else if (config.trigger_mode === 'keyword') {
+        const normalized = normalizeForMatch(text)
+        const matched = (config.trigger_keywords || []).some((kw) => normalized.includes(normalizeForMatch(kw)))
+        if (!matched) return { processed: false, reason: 'no_keyword_match' }
+    }
+    // 'all_unassigned' passa direto
+
+    // Inicia nova sessão
+    return await startSession(supa, config, tenantId, threadKey, phone, sendFn)
+}
+
+async function startSession(
+    supa: SupabaseClient,
+    config: BotConfig,
+    tenantId: string,
+    threadKey: string,
+    phone: string,
+    sendFn: SendFn
+): Promise<{ processed: boolean; status?: string; step?: number }> {
+    const { data: session, error: sessErr } = await supa
+        .from('conversation_bot_sessions')
+        .insert({
+            tenant_id: tenantId,
+            thread_key: threadKey,
+            contact_number: phone,
+            current_step: 0,
+            collected_data: {},
+            status: 'active'
+        })
+        .select('id')
+        .single()
+
+    if (sessErr || !session) return { processed: false }
+
+    // Manda greeting + primeira pergunta como 2 mensagens separadas
+    const firstPrompt = config.steps[0]?.prompt || ''
+    await sendFn(phone, config.greeting_message)
+    if (firstPrompt) await sendFn(phone, firstPrompt)
+
+    return { processed: true, status: 'started', step: 0 }
+}
+
+async function advanceSession(
+    supa: SupabaseClient,
+    config: BotConfig,
+    session: { id: string, current_step: number, collected_data: Record<string, unknown>, tenant_id: string, thread_key: string, contact_number: string | null },
+    text: string,
+    phone: string,
+    sendFn: SendFn
+): Promise<{ processed: boolean; status?: string; step?: number }> {
+    const step = Number(session.current_step) || 0
+    const currentStep = config.steps[step]
+    if (!currentStep) {
+        // Segurança: step fora do range → encerra
+        await supa.from('conversation_bot_sessions')
+            .update({ status: 'completed', completed_at: new Date().toISOString() })
+            .eq('id', session.id)
+        return { processed: true, status: 'completed', step }
+    }
+
+    // Salva resposta do step atual
+    const newData = { ...(session.collected_data || {}), [currentStep.variable]: text }
+    const nextStep = step + 1
+    const isLast = nextStep >= config.steps.length
+
+    if (isLast) {
+        // Finaliza
+        await supa.from('conversation_bot_sessions')
+            .update({
+                collected_data: newData,
+                current_step: nextStep,
+                status: 'completed',
+                completed_at: new Date().toISOString(),
+                last_advance_at: new Date().toISOString()
+            })
+            .eq('id', session.id)
+
+        // Envia closing
+        if (config.closing_message) await sendFn(phone, config.closing_message)
+
+        // Cria nota interna com resumo
+        try {
+            const lines = config.steps.map((s) => {
+                const val = newData[s.variable] ?? '—'
+                return `• ${s.variable}: ${val}`
+            })
+            const summary = `🤖 Triagem automática concluída:\n\n${lines.join('\n')}`
+            await supa.from('conversation_notes').insert({
+                tenant_id: session.tenant_id,
+                thread_key: session.thread_key,
+                contact_number: session.contact_number,
+                body: summary,
+                // created_by obrigatório — usa um user "bot" fictício? Não temos. Pega qualquer admin.
+                created_by: await pickAnyAdmin(supa, session.tenant_id)
+            })
+        } catch (err) {
+            console.warn('[bot] failed to create summary note:', (err as Error)?.message)
+        }
+
+        return { processed: true, status: 'completed', step: nextStep }
+    }
+
+    // Avança pra próxima pergunta
+    await supa.from('conversation_bot_sessions')
+        .update({
+            collected_data: newData,
+            current_step: nextStep,
+            last_advance_at: new Date().toISOString()
+        })
+        .eq('id', session.id)
+
+    const nextPrompt = config.steps[nextStep]?.prompt || ''
+    if (nextPrompt) await sendFn(phone, nextPrompt)
+
+    return { processed: true, status: 'advanced', step: nextStep }
+}
+
+async function pickAnyAdmin(supa: SupabaseClient, tenantId: string): Promise<string> {
+    const { data } = await supa
+        .from('tenant_members')
+        .select('user_id')
+        .eq('tenant_id', tenantId)
+        .in('role', ['tenant_admin', 'clinic_admin'])
+        .eq('status', 'active')
+        .limit(1)
+        .maybeSingle()
+    return (data?.user_id as string) ?? '00000000-0000-0000-0000-000000000000'
+}
+
diff --git a/supabase/functions/evolution-whatsapp-inbound/index.ts b/supabase/functions/evolution-whatsapp-inbound/index.ts
index 0290ec8..db98299 100644
--- a/supabase/functions/evolution-whatsapp-inbound/index.ts
+++ b/supabase/functions/evolution-whatsapp-inbound/index.ts
@@ -23,6 +23,7 @@ import {
     buildThreadKey,
     detectOptoutKeyword,
     maybeOptIn,
+    maybeProcessBot,
     maybeSendAutoReply,
     registerOptout,
     type SendFn
@@ -461,12 +462,26 @@ Deno.serve(async (req: Request) => {
                 }
             }
 
+            let botResult: { processed: boolean; status?: string; step?: number; reason?: string } | null = null
+
             if (optoutAction !== 'out') {
                 const threadKey = buildThreadKey(patientId, fromPhone)
+
+                // Bot de triagem tem precedência sobre auto-reply: se o bot processou
+                // a inbound (iniciou sessão ou avançou step), não manda auto-reply
+                // pra evitar resposta duplicada.
                 try {
-                    autoReplyResult = await maybeSendAutoReply(supabase, tenantId, threadKey, fromPhone, 'evolution', sendFn)
+                    botResult = await maybeProcessBot(supabase, tenantId, threadKey, patientId, fromPhone, cleanBody, sendFn)
                 } catch (err) {
-                    console.error('[auto-reply] unexpected error:', err)
+                    console.error('[bot] unexpected error:', err)
+                }
+
+                if (!botResult?.processed) {
+                    try {
+                        autoReplyResult = await maybeSendAutoReply(supabase, tenantId, threadKey, fromPhone, 'evolution', sendFn)
+                    } catch (err) {
+                        console.error('[auto-reply] unexpected error:', err)
+                    }
                 }
             }
         }
diff --git a/supabase/functions/twilio-whatsapp-inbound/index.ts b/supabase/functions/twilio-whatsapp-inbound/index.ts
index e465083..ca75389 100644
--- a/supabase/functions/twilio-whatsapp-inbound/index.ts
+++ b/supabase/functions/twilio-whatsapp-inbound/index.ts
@@ -25,6 +25,7 @@ import {
     buildThreadKey,
     detectOptoutKeyword,
     maybeOptIn,
+    maybeProcessBot,
     maybeSendAutoReply,
     makeTwilioCreditedSendFn,
     registerOptout,
@@ -181,8 +182,30 @@ Deno.serve(async (req: Request) => {
                     }
                 }
 
-                // 3) Auto-reply fora do horario (so se nao foi opt-out)
+                // 3) Bot de triagem (tem precedência sobre auto-reply)
+                let botProcessed = false
                 if (optoutAction !== 'out') {
+                    const threadKey = buildThreadKey(patientId, from)
+                    const botSendFn = makeTwilioCreditedSendFn(
+                        supabase,
+                        tenantId,
+                        channel as unknown as TwilioChannel,
+                        'Bot de triagem WhatsApp'
+                    )
+                    const botRes = await maybeProcessBot(
+                        supabase,
+                        tenantId,
+                        threadKey,
+                        patientId,
+                        from,
+                        body,
+                        botSendFn
+                    )
+                    botProcessed = !!botRes.processed
+                }
+
+                // 4) Auto-reply fora do horario (só se não foi opt-out nem bot)
+                if (optoutAction !== 'out' && !botProcessed) {
                     const threadKey = buildThreadKey(patientId, from)
                     const arSendFn = makeTwilioCreditedSendFn(
                         supabase,