β‘ The 30-Second Version
You have three AI agents running 24/7 on Mac Minis. They can read files, send messages, check email, browse the web, and work on projects. But they have no permanent memory unless they write things down.
Your Three Agents
Email triage, scheduling, Zoho CRM, QuickBooks, V-PEG pricing engine, customer communications, team coordination
V-PEG drawings, technical integrations, PEG system analysis, engineering documentation, code development
Content creation, social media, competitive analysis, website content, brand strategy, SEO
ποΈ System Architecture
π§ How Agent Memory Actually Works
This is the most important thing to understand. Agents don't have persistent memory. Every new conversation session starts completely blank.
What Happens When a Session Starts
The File Hierarchy
| File | Purpose | When Updated |
|---|---|---|
| MEMORY.md | High-level facts, key decisions, system status. Always loaded on startup. | When major things change |
| memory/YYYY-MM-DD.md | Daily work logs. Raw notes of what happened. | During/after each session |
| memory/project/STATUS.md | Project checkpoints. What's done, what's next, solved problems. | End of every work session |
| AGENTS.md | Behavior rules and standard procedures. | When you want to change how the agent works |
| SOUL.md | Personality and communication style. | Rarely β it's the agent's core identity |
| TOOLS.md | Environment-specific notes (passwords, IPs, folder paths). | When setup changes |
The Status File Pattern (NEW β Prevents Repeat Work)
Every major project now requires a status file. This is the single source of truth for "where are we?"
memory_search β The Recall System
Agents have a memory_search tool that does semantic search across all memory files. Before answering questions about past work, they're supposed to search first. But it's not perfect β short status files with clear labels work better than long rambling notes.
How to Help Your Agents Remember
- End sessions explicitly: "OK, save your progress and update your status file" forces a checkpoint
- Ask "what's your status on X?" before assigning related work β makes them read the file
- Keep MEMORY.md clean: Only high-level facts. Details go in project files.
- Use "Don't redo" lists: Explicitly listing solved problems prevents re-investigation
π Session Lifecycle
The critical step most agents skip is the SAVE step. That's what we just fixed in Alex's AGENTS.md β mandatory progress saves.
πΌ Valentina β Executive Operations
Responsibilities
- Morning briefings (5 AM daily) β email, calendar, portfolio, weather
- Email classification & triage (every 30m M-F)
- V-PEG pricing engine (penny-perfect across 35 line items)
- Zoho CRM task creation & management
- QuickBooks financial briefings (7 AM M-F)
- Team coordination β can SSH to Alex and Sage
- Customer pricing portal & training hub maintenance
- Zoho Cliq monitoring for team messages
Key Files
| memory/peg/VALENTINA-PEG-STATUS.md | V-PEG pricing engine status |
| memory/email-classification-log.jsonl | Email processing logs |
| memory/heartbeat-state.json | Last check timestamps |
| valentina_peg/ | V-PEG source code |
Cron Jobs
| Job | Schedule | What |
|---|---|---|
| Morning Briefing | 5:00 AM ET daily | Email + calendar + portfolio + weather |
| Financial Briefing | 7:00 AM M-F | QuickBooks data summary |
| Email Classification | Every 30m M-F | Classify & triage inbox |
| Afternoon Digest | 2:00 PM M-F | Email summary |
| GA Weekly Report | Mon 6 AM | Google Analytics summary |
| Password Rotation | Sun 8 PM | Customer pricing portal password |
π§ Alex β Technical Engineering
Responsibilities
- V-PEG drawing generation (LightPanel, LightPaper, Media Frames)
- PEG system reverse-engineering & documentation
- Technical integrations and code development
- Engineering documentation
Key Files
| memory/peg/ALEX-PEG-STATUS.md | β Master PEG project status (NEW) |
| memory/peg/PEG-SUMMARY.md | PEG system overview |
| memory/peg/PEG-ARCHITECTURE.md | Technical architecture |
| valentina_peg/ | Drawing generator code |
π¨ Sage β Marketing & Content
Planned Responsibilities
- Social media content creation (LinkedIn, Instagram, Facebook, TikTok)
- Competitive analysis & trend monitoring
- Website content & SEO optimization
- Blog writing & thought leadership
- Content calendar management
- Sales follow-up email campaigns
π¬ How to Talk to Your Agents
Best Practices
- Be specific about what you want: "Update the pricing for Basic LightPanel" > "Fix the pricing"
- Reference project names: "Check V-PEG status" tells the agent exactly which status file to read
- End work sessions explicitly: "Save your progress" triggers a status file update
- Ask for status before assigning: "What's your status on PEG drawings?" forces a file read
Useful Commands
| You Say | What Happens |
|---|---|
| "What's your status on [project]?" | Agent reads the project status file and gives you a summary |
| "Save your progress" | Agent updates status files and memory |
| "Check your status file before starting" | Prevents redoing completed work |
| "Remember this: [fact]" | Agent writes to memory file |
| "What do you know about [topic]?" | Agent runs memory_search across all files |
| /status | Shows session info (model, cost, uptime) |
Cross-Agent Communication
When Topics Switch Mid-Conversation
This is the main source of "lost context." When you switch topics in the same session:
- The agent's conversation window fills up with the new topic
- Old topic context scrolls out of the active window
- If progress wasn't saved before switching, it can be lost
Solution: Before switching topics, say "Save progress on [current topic], then let's talk about [new topic]."
π± Sharing Work Between Claude.ai and Agents
You often do deep work in Claude.ai (web), then want your agents to continue it. Here's how:
Best Methods
| Method | How | Best For |
|---|---|---|
| Google Doc | Paste Claude output β save to Drive β agent reads via gog | Long analyses, documents |
| Direct paste | Copy key parts into iMessage | Quick handoffs, short content |
| Workspace file | Save as .md file in agent's workspace | Code, data, reference material |
π Active Projects
V-PEG (AI Quoting Engine)
Lead: Alex (drawings) + Valentina (pricing)
| Component | Status | Owner |
|---|---|---|
| Pricing Engine | PENNY PERFECT | Both (verified) |
| LightPanel Drawings | PRODUCTION READY | Alex |
| LightPaper Drawings | PRODUCTION READY | Alex |
| Intake Pipeline | BUILT | Valentina |
| Zoho CRM Sync | BUILT | Both |
| Factory Drawings | NOT STARTED | Alex |
| Custom Shapes | NOT STARTED | TBD |
EOS Command (Email Automation)
Lead: Valentina
| Component | Status | Notes |
|---|---|---|
| Email Classification | LIVE | Every 30m M-F |
| David Ross Templates | 3 TEMPLATES | General, Quote, Troubleshooting |
| Response Accountability | LIVE | Auto-creates Zoho tasks |
| Auto-Replies (Phase 2) | PLANNED | After Phase 1 validated |
| Agent Network | PLANNED | Donna Router + specialist agents |
Customer-Facing Portals
| Portal | URL | Status |
|---|---|---|
| Customer Pricing | pricing-customer.eoslight.com | LIVE |
| Training Hub (Phoenix) | phoenix.eoslight.com | LIVE |
Infrastructure
| System | Status | Notes |
|---|---|---|
| Valentina SSH β Alex | WORKING | alexchen@100.81.25.123 |
| Valentina SSH β Sage | DOWN | Connection refused (Feb 25) |
| Tailscale Network | CONNECTED | All machines on Tailscale |
| Zoho CRM API | CONNECTED | Via Maton gateway |
| QuickBooks API | CONNECTED | Via Maton gateway |
| Google Analytics | CONNECTED | Weekly reports running |
π§ Common Issues & Fixes
Agent seems to have forgotten everything
Fix: Say "Read your status file for [project] and tell me where you left off."
Agent is redoing completed work
Fix: Say "Check your status file before starting. Look at the Completed section."
Agent can't connect to a service
Fix: Check the service directly, then update TOOLS.md or memory files with new credentials.
Can't SSH to another agent
Fix: Check Tailscale admin console. If machine is on but SSH fails, Remote Login may need re-enabling in System Settings β General β Sharing.
Agent gateway is down
Fix: SSH in and run
openclaw gateway start --force, or use the watchdog script.
Claude.ai shared links don't work
Fix: Copy/paste content into iMessage, a Google Doc, or a workspace file instead.
π Quick Reference β Key IPs & Access
| Agent | Tailscale IP | SSH User | SSH Command |
|---|---|---|---|
| Valentina | 100.87.49.18 | valentinavoss | ssh valentinavoss@100.87.49.18 |
| Alex | 100.81.25.123 | alexchen | ssh alexchen@100.81.25.123 |
| Sage | 100.99.253.24 | TBD | Currently unreachable |