Small business agent features for Strix Halo: invoicing, inventory, customer management

[kovtcharov]

Summary

Enable small businesses to leverage privacy-first AI agents on Strix Halo hardware. Small businesses handle sensitive customer data, financial records, and communications that should never leave the premises.

Target Users

• Small business owners (1-50 employees)
• Freelancers and consultants
• Professional services (legal, accounting, healthcare)
• Retail and e-commerce operators

Key Features

1. Customer communication management — unified inbox for business email, text, messaging
2. Invoice and expense tracking — extends personal finance agent for business use
3. Inventory monitoring — track stock levels, reorder alerts
4. Appointment scheduling — extends calendar agent for client bookings
5. Document processing — contracts, invoices, receipts via RAG
6. Business intelligence — sales trends, customer patterns, seasonal analysis
7. Compliance — local data storage for GDPR, HIPAA, SOC2 requirements

Why AMD / Strix Halo

• Business data is too sensitive for cloud AI
• Always-on operation for monitoring (inventory, communications)
• Strix Halo's 128GB unified memory handles large business document corpora
• Zero ongoing cloud costs — critical for small business budgets
• On-premises = compliance by architecture

Dependencies

• Personal finance agent (extends for business)
• Calendar agent (Calendar Agent: AI-powered schedule management (Tier 2 use case) #662)
• Email triage (Email Triage Agent: AI-powered inbox management (Tier 1 use case) #645)
• Unified communication hub
• Memory system (MemoryStore: persistent memory data layer (SQLite + FTS5) #542) for customer profiles

Acceptance Criteria

• At least 3 small business workflows functional end-to-end
• All business data stored locally
• Demo: "Show me this month's revenue and outstanding invoices"