feat(agent): optimize crm tool flow and reduce context bloat
This commit is contained in:
Ruslan Bakiev
@@ -473,9 +473,26 @@ export async function runLangGraphCrmAgentFor(input: {
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return text.length > max ? `${text.slice(0, max)}...` : text;
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}
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function stableStringify(value: unknown): string {
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const walk = (input: unknown): unknown => {
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if (Array.isArray(input)) return input.map(walk);
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if (!input || typeof input !== "object") return input;
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const obj = input as Record<string, unknown>;
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return Object.fromEntries(
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Object.keys(obj)
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.sort()
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.map((key) => [key, walk(obj[key])]),
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);
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};
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return JSON.stringify(walk(value));
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}
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const CrmToolSchema = z.object({
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action: z.enum([
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"get_snapshot",
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"list_contacts_digest",
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"get_contact_snapshot",
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"get_calendar_window",
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"query_contacts",
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"query_deals",
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"query_events",
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@@ -484,6 +501,7 @@ export async function runLangGraphCrmAgentFor(input: {
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"commit_changes",
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"update_contact_note",
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"create_event",
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"create_events_batch",
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"create_message",
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"update_deal_stage",
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]),
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@@ -493,9 +511,15 @@ export async function runLangGraphCrmAgentFor(input: {
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from: z.string().optional(),
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to: z.string().optional(),
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limit: z.number().int().optional(),
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offset: z.number().int().min(0).optional(),
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mode: z.enum(["stage", "apply"]).optional(),
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includeArchived: z.boolean().optional(),
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messagesLimit: z.number().int().optional(),
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eventsLimit: z.number().int().optional(),
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dealsLimit: z.number().int().optional(),
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// writes
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contact: z.string().optional(),
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contactId: z.string().optional(),
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content: z.string().optional(),
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title: z.string().optional(),
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start: z.string().optional(),
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@@ -510,6 +534,19 @@ export async function runLangGraphCrmAgentFor(input: {
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durationSec: z.number().int().optional(),
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transcript: z.array(z.string()).optional(),
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dealId: z.string().optional(),
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events: z
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.array(
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z.object({
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contact: z.string().optional(),
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contactId: z.string().optional(),
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title: z.string(),
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start: z.string(),
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end: z.string().optional(),
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note: z.string().optional(),
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archived: z.boolean().optional(),
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}),
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)
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.optional(),
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});
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const applyPendingChanges = async () => {
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@@ -584,6 +621,20 @@ export async function runLangGraphCrmAgentFor(input: {
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return { ok: true, applied: applied.length, changes: applied };
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};
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const readActionNames = new Set([
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"get_snapshot",
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"list_contacts_digest",
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"get_contact_snapshot",
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"get_calendar_window",
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"query_contacts",
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"query_deals",
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"query_events",
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]);
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const readToolCache = new Map<string, string>();
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const invalidateReadCache = () => {
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readToolCache.clear();
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};
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const crmTool = tool(
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async (rawInput: unknown) => {
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const raw = CrmToolSchema.parse(rawInput);
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@@ -593,17 +644,332 @@ export async function runLangGraphCrmAgentFor(input: {
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await emitTrace({ text: `Использую инструмент: ${toolName}` });
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const executeAction = async () => {
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const readCacheKey = readActionNames.has(raw.action) ? `${raw.action}:${stableStringify(raw)}` : "";
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const cacheReadResult = (result: string) => {
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if (readCacheKey) {
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readToolCache.set(readCacheKey, result);
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}
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return result;
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};
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if (readCacheKey && readToolCache.has(readCacheKey)) {
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return JSON.stringify(
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{
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cached: true,
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action: raw.action,
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note: "Identical read query was already returned earlier in this request. Reuse previous tool output.",
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},
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null,
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2,
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);
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}
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const fromValue = raw.from ?? raw.start;
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const toValue = raw.to ?? raw.end;
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if (raw.action === "get_snapshot") {
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const snapshot = await buildCrmSnapshot({
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teamId: input.teamId,
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contact: raw.contact,
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contactsLimit: raw.limit,
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});
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return JSON.stringify(snapshot, null, 2);
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return cacheReadResult(JSON.stringify(snapshot, null, 2));
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}
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if (raw.action === "list_contacts_digest") {
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const q = (raw.query ?? "").trim();
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const limit = Math.max(1, Math.min(raw.limit ?? 50, 200));
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const offset = Math.max(0, raw.offset ?? 0);
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const now = new Date();
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const items = await prisma.contact.findMany({
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where: {
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teamId: input.teamId,
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...(q
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? {
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OR: [
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{ name: { contains: q } },
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{ company: { contains: q } },
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{ email: { contains: q } },
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{ phone: { contains: q } },
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],
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}
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: {}),
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},
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orderBy: [{ updatedAt: "desc" }, { id: "asc" }],
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skip: offset,
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take: limit,
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include: {
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note: { select: { content: true, updatedAt: true } },
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messages: {
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select: { occurredAt: true, channel: true, direction: true, kind: true, content: true },
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orderBy: { occurredAt: "desc" },
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take: 1,
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},
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events: {
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select: { id: true, title: true, startsAt: true, endsAt: true, isArchived: true },
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where: {
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startsAt: { gte: now },
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...(raw.includeArchived ? {} : { isArchived: false }),
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},
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orderBy: { startsAt: "asc" },
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take: 1,
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},
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deals: {
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select: { id: true, stage: true, title: true, amount: true, updatedAt: true, nextStep: true, summary: true },
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orderBy: { updatedAt: "desc" },
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take: 1,
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},
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_count: {
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select: { messages: true, events: true, deals: true },
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},
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},
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});
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return cacheReadResult(
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JSON.stringify(
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{
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items: items.map((c) => ({
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id: c.id,
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name: c.name,
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company: c.company,
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country: c.country,
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location: c.location,
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email: c.email,
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phone: c.phone,
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summary: c.note?.content ?? null,
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lastMessage: c.messages[0]
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? {
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occurredAt: c.messages[0].occurredAt.toISOString(),
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channel: c.messages[0].channel,
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direction: c.messages[0].direction,
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kind: c.messages[0].kind,
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content: c.messages[0].content,
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}
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: null,
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nextEvent: c.events[0]
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? {
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id: c.events[0].id,
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title: c.events[0].title,
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startsAt: c.events[0].startsAt.toISOString(),
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endsAt: (c.events[0].endsAt ?? c.events[0].startsAt).toISOString(),
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isArchived: c.events[0].isArchived,
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}
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: null,
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latestDeal: c.deals[0] ?? null,
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counts: c._count,
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})),
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pagination: {
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offset,
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limit,
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returned: items.length,
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hasMore: items.length === limit,
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nextOffset: offset + items.length,
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},
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},
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null,
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2,
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),
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);
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}
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if (raw.action === "get_contact_snapshot") {
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const contactRef = (raw.contact ?? "").trim();
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const contactId = (raw.contactId ?? "").trim();
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const messagesLimit = Math.max(1, Math.min(raw.messagesLimit ?? 20, 100));
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const eventsLimit = Math.max(1, Math.min(raw.eventsLimit ?? 20, 100));
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const dealsLimit = Math.max(1, Math.min(raw.dealsLimit ?? 5, 20));
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let target: { id: string; name: string } | null = null;
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if (contactId) {
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target = await prisma.contact.findFirst({
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where: { id: contactId, teamId: input.teamId },
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select: { id: true, name: true },
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});
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}
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if (!target && contactRef) {
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target = await resolveContact(input.teamId, contactRef);
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}
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if (!target) {
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throw new Error("contact/contactId is required");
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}
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const from = fromValue ? new Date(fromValue) : new Date(Date.now() - 30 * 24 * 60 * 60 * 1000);
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const to = toValue ? new Date(toValue) : new Date(Date.now() + 90 * 24 * 60 * 60 * 1000);
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if (Number.isNaN(from.getTime()) || Number.isNaN(to.getTime())) {
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throw new Error("from/to range is invalid");
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}
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const contact = await prisma.contact.findFirst({
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where: { id: target.id, teamId: input.teamId },
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include: {
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note: { select: { content: true, updatedAt: true } },
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messages: {
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select: { id: true, occurredAt: true, channel: true, direction: true, kind: true, content: true, durationSec: true, transcriptJson: true },
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orderBy: { occurredAt: "desc" },
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take: messagesLimit,
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},
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events: {
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select: { id: true, title: true, startsAt: true, endsAt: true, note: true, isArchived: true },
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where: {
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startsAt: { gte: from, lte: to },
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...(raw.includeArchived ? {} : { isArchived: false }),
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},
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orderBy: { startsAt: "asc" },
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take: eventsLimit,
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},
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deals: {
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select: {
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id: true,
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title: true,
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stage: true,
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amount: true,
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nextStep: true,
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summary: true,
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currentStepId: true,
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updatedAt: true,
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steps: {
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select: { id: true, title: true, status: true, dueAt: true, order: true, completedAt: true },
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orderBy: [{ order: "asc" }, { createdAt: "asc" }],
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},
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},
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orderBy: { updatedAt: "desc" },
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take: dealsLimit,
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},
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_count: {
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select: { messages: true, events: true, deals: true },
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},
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},
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});
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if (!contact) throw new Error("contact not found");
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return cacheReadResult(
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JSON.stringify(
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{
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contact: {
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id: contact.id,
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name: contact.name,
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company: contact.company,
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country: contact.country,
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location: contact.location,
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email: contact.email,
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phone: contact.phone,
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updatedAt: contact.updatedAt.toISOString(),
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},
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summary: contact.note?.content ?? null,
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note: contact.note
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? {
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content: contact.note.content,
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updatedAt: contact.note.updatedAt.toISOString(),
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}
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: null,
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messages: contact.messages.map((m) => ({
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id: m.id,
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occurredAt: m.occurredAt.toISOString(),
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channel: m.channel,
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direction: m.direction,
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kind: m.kind,
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content: m.content,
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durationSec: m.durationSec,
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transcript: m.transcriptJson,
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})),
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events: contact.events.map((e) => ({
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id: e.id,
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title: e.title,
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startsAt: e.startsAt.toISOString(),
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endsAt: (e.endsAt ?? e.startsAt).toISOString(),
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note: e.note,
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isArchived: e.isArchived,
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})),
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deals: contact.deals.map((d) => ({
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id: d.id,
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title: d.title,
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stage: d.stage,
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amount: d.amount,
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nextStep: d.nextStep,
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summary: d.summary,
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currentStepId: d.currentStepId,
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updatedAt: d.updatedAt.toISOString(),
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steps: d.steps.map((s) => ({
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id: s.id,
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title: s.title,
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status: s.status,
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dueAt: s.dueAt ? s.dueAt.toISOString() : null,
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order: s.order,
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completedAt: s.completedAt ? s.completedAt.toISOString() : null,
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})),
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})),
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counts: contact._count,
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},
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null,
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2,
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),
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);
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}
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if (raw.action === "get_calendar_window") {
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const from = fromValue ? new Date(fromValue) : new Date(Date.now() - 7 * 24 * 60 * 60 * 1000);
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const to = toValue ? new Date(toValue) : new Date(Date.now() + 30 * 24 * 60 * 60 * 1000);
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if (Number.isNaN(from.getTime()) || Number.isNaN(to.getTime())) {
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throw new Error("from/to range is invalid");
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}
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const limit = Math.max(1, Math.min(raw.limit ?? 100, 500));
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const offset = Math.max(0, raw.offset ?? 0);
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const where = {
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teamId: input.teamId,
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startsAt: { gte: from, lte: to },
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...(raw.includeArchived ? {} : { isArchived: false }),
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};
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const [total, items] = await Promise.all([
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prisma.calendarEvent.count({ where }),
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prisma.calendarEvent.findMany({
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where,
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orderBy: { startsAt: "asc" },
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skip: offset,
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take: limit,
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include: { contact: { select: { id: true, name: true, company: true } } },
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}),
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]);
|
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|
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return cacheReadResult(
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JSON.stringify(
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{
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window: { from: from.toISOString(), to: to.toISOString() },
|
||||
pagination: {
|
||||
offset,
|
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limit,
|
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returned: items.length,
|
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total,
|
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hasMore: offset + items.length < total,
|
||||
nextOffset: offset + items.length,
|
||||
},
|
||||
items: items.map((e) => ({
|
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id: e.id,
|
||||
title: e.title,
|
||||
startsAt: e.startsAt.toISOString(),
|
||||
endsAt: (e.endsAt ?? e.startsAt).toISOString(),
|
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note: e.note,
|
||||
isArchived: e.isArchived,
|
||||
contact: e.contact
|
||||
? {
|
||||
id: e.contact.id,
|
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name: e.contact.name,
|
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company: e.contact.company,
|
||||
}
|
||||
: null,
|
||||
})),
|
||||
},
|
||||
null,
|
||||
2,
|
||||
),
|
||||
);
|
||||
}
|
||||
|
||||
if (raw.action === "query_contacts") {
|
||||
const q = (raw.query ?? "").trim();
|
||||
const offset = Math.max(0, raw.offset ?? 0);
|
||||
const limit = Math.max(1, Math.min(raw.limit ?? 20, 100));
|
||||
const items = await prisma.contact.findMany({
|
||||
where: {
|
||||
teamId: input.teamId,
|
||||
@@ -619,11 +985,14 @@ export async function runLangGraphCrmAgentFor(input: {
|
||||
: {}),
|
||||
},
|
||||
orderBy: { updatedAt: "desc" },
|
||||
take: Math.max(1, Math.min(raw.limit ?? 20, 100)),
|
||||
skip: offset,
|
||||
take: limit,
|
||||
include: { note: { select: { content: true, updatedAt: true } } },
|
||||
});
|
||||
return JSON.stringify(
|
||||
items.map((c) => ({
|
||||
return cacheReadResult(
|
||||
JSON.stringify(
|
||||
{
|
||||
items: items.map((c) => ({
|
||||
id: c.id,
|
||||
name: c.name,
|
||||
company: c.company,
|
||||
@@ -633,31 +1002,61 @@ export async function runLangGraphCrmAgentFor(input: {
|
||||
phone: c.phone,
|
||||
note: c.note?.content ?? null,
|
||||
})),
|
||||
pagination: {
|
||||
offset,
|
||||
limit,
|
||||
returned: items.length,
|
||||
hasMore: items.length === limit,
|
||||
nextOffset: offset + items.length,
|
||||
},
|
||||
},
|
||||
null,
|
||||
2,
|
||||
),
|
||||
);
|
||||
}
|
||||
|
||||
if (raw.action === "query_deals") {
|
||||
const offset = Math.max(0, raw.offset ?? 0);
|
||||
const limit = Math.max(1, Math.min(raw.limit ?? 20, 100));
|
||||
const updatedAt: { gte?: Date; lte?: Date } = {};
|
||||
if (fromValue) {
|
||||
const from = new Date(fromValue);
|
||||
if (!Number.isNaN(from.getTime())) updatedAt.gte = from;
|
||||
}
|
||||
if (toValue) {
|
||||
const to = new Date(toValue);
|
||||
if (!Number.isNaN(to.getTime())) updatedAt.lte = to;
|
||||
}
|
||||
const items = await prisma.deal.findMany({
|
||||
where: { teamId: input.teamId, ...(raw.stage ? { stage: raw.stage } : {}) },
|
||||
where: {
|
||||
teamId: input.teamId,
|
||||
...(raw.stage ? { stage: raw.stage } : {}),
|
||||
...(updatedAt.gte || updatedAt.lte ? { updatedAt } : {}),
|
||||
},
|
||||
orderBy: { updatedAt: "desc" },
|
||||
take: Math.max(1, Math.min(raw.limit ?? 20, 100)),
|
||||
skip: offset,
|
||||
take: limit,
|
||||
include: {
|
||||
contact: { select: { name: true, company: true } },
|
||||
steps: { select: { id: true, title: true, status: true, dueAt: true, order: true, completedAt: true }, orderBy: [{ order: "asc" }, { createdAt: "asc" }] },
|
||||
steps: {
|
||||
select: { id: true, title: true, status: true, dueAt: true, order: true, completedAt: true },
|
||||
orderBy: [{ order: "asc" }, { createdAt: "asc" }],
|
||||
},
|
||||
},
|
||||
});
|
||||
return JSON.stringify(
|
||||
items.map((d) => ({
|
||||
id: d.id,
|
||||
title: d.title,
|
||||
stage: d.stage,
|
||||
amount: d.amount,
|
||||
nextStep: d.nextStep,
|
||||
summary: d.summary,
|
||||
currentStepId: d.currentStepId,
|
||||
steps: d.steps.map((s) => ({
|
||||
return cacheReadResult(
|
||||
JSON.stringify(
|
||||
{
|
||||
items: items.map((c) => ({
|
||||
id: c.id,
|
||||
title: c.title,
|
||||
stage: c.stage,
|
||||
amount: c.amount,
|
||||
nextStep: c.nextStep,
|
||||
summary: c.summary,
|
||||
currentStepId: c.currentStepId,
|
||||
steps: c.steps.map((s) => ({
|
||||
id: s.id,
|
||||
title: s.title,
|
||||
status: s.status,
|
||||
@@ -665,34 +1064,66 @@ export async function runLangGraphCrmAgentFor(input: {
|
||||
order: s.order,
|
||||
completedAt: s.completedAt ? s.completedAt.toISOString() : null,
|
||||
})),
|
||||
contact: d.contact.name,
|
||||
company: d.contact.company,
|
||||
contact: c.contact.name,
|
||||
company: c.contact.company,
|
||||
})),
|
||||
pagination: {
|
||||
offset,
|
||||
limit,
|
||||
returned: items.length,
|
||||
hasMore: items.length === limit,
|
||||
nextOffset: offset + items.length,
|
||||
},
|
||||
},
|
||||
null,
|
||||
2,
|
||||
),
|
||||
);
|
||||
}
|
||||
|
||||
if (raw.action === "query_events") {
|
||||
const from = raw.from ? new Date(raw.from) : new Date(Date.now() - 30 * 24 * 60 * 60 * 1000);
|
||||
const to = raw.to ? new Date(raw.to) : new Date(Date.now() + 60 * 24 * 60 * 60 * 1000);
|
||||
const from = fromValue ? new Date(fromValue) : new Date(Date.now() - 30 * 24 * 60 * 60 * 1000);
|
||||
const to = toValue ? new Date(toValue) : new Date(Date.now() + 60 * 24 * 60 * 60 * 1000);
|
||||
if (Number.isNaN(from.getTime()) || Number.isNaN(to.getTime())) {
|
||||
throw new Error("from/to range is invalid");
|
||||
}
|
||||
const offset = Math.max(0, raw.offset ?? 0);
|
||||
const limit = Math.max(1, Math.min(raw.limit ?? 100, 500));
|
||||
const items = await prisma.calendarEvent.findMany({
|
||||
where: { teamId: input.teamId, startsAt: { gte: from, lte: to } },
|
||||
where: {
|
||||
teamId: input.teamId,
|
||||
startsAt: { gte: from, lte: to },
|
||||
...(raw.title ? { title: { contains: raw.title } } : {}),
|
||||
...(raw.includeArchived ? {} : { isArchived: false }),
|
||||
},
|
||||
orderBy: { startsAt: "asc" },
|
||||
take: Math.max(1, Math.min(raw.limit ?? 100, 500)),
|
||||
skip: offset,
|
||||
take: limit,
|
||||
include: { contact: { select: { name: true } } },
|
||||
});
|
||||
return JSON.stringify(
|
||||
items.map((e) => ({
|
||||
return cacheReadResult(
|
||||
JSON.stringify(
|
||||
{
|
||||
items: items.map((e) => ({
|
||||
id: e.id,
|
||||
title: e.title,
|
||||
startsAt: e.startsAt.toISOString(),
|
||||
endsAt: (e.endsAt ?? e.startsAt).toISOString(),
|
||||
note: e.note,
|
||||
isArchived: e.isArchived,
|
||||
contact: e.contact?.name ?? null,
|
||||
})),
|
||||
pagination: {
|
||||
offset,
|
||||
limit,
|
||||
returned: items.length,
|
||||
hasMore: items.length === limit,
|
||||
nextOffset: offset + items.length,
|
||||
},
|
||||
},
|
||||
null,
|
||||
2,
|
||||
),
|
||||
);
|
||||
}
|
||||
|
||||
@@ -714,11 +1145,13 @@ export async function runLangGraphCrmAgentFor(input: {
|
||||
if (raw.action === "discard_changes") {
|
||||
const discarded = pendingChanges.length;
|
||||
pendingChanges.splice(0, pendingChanges.length);
|
||||
invalidateReadCache();
|
||||
return JSON.stringify({ ok: true, discarded }, null, 2);
|
||||
}
|
||||
|
||||
if (raw.action === "commit_changes") {
|
||||
const committed = await applyPendingChanges();
|
||||
invalidateReadCache();
|
||||
return JSON.stringify(committed, null, 2);
|
||||
}
|
||||
|
||||
@@ -739,9 +1172,11 @@ export async function runLangGraphCrmAgentFor(input: {
|
||||
contactName: contact.name,
|
||||
content,
|
||||
});
|
||||
invalidateReadCache();
|
||||
|
||||
if (raw.mode === "apply") {
|
||||
const committed = await applyPendingChanges();
|
||||
invalidateReadCache();
|
||||
return JSON.stringify(committed, null, 2);
|
||||
}
|
||||
return JSON.stringify({ ok: true, staged: true, pending: pendingChanges.length }, null, 2);
|
||||
@@ -755,9 +1190,15 @@ export async function runLangGraphCrmAgentFor(input: {
|
||||
|
||||
const end = raw.end ? new Date(raw.end) : null;
|
||||
const contactName = (raw.contact ?? "").trim();
|
||||
const contact = contactName
|
||||
? await resolveContact(input.teamId, contactName)
|
||||
: null;
|
||||
const contactId = (raw.contactId ?? "").trim();
|
||||
const contact =
|
||||
(contactId
|
||||
? await prisma.contact.findFirst({
|
||||
where: { id: contactId, teamId: input.teamId },
|
||||
select: { id: true, name: true },
|
||||
})
|
||||
: null) ||
|
||||
(contactName ? await resolveContact(input.teamId, contactName) : null);
|
||||
|
||||
pendingChanges.push({
|
||||
id: makeId("chg"),
|
||||
@@ -771,14 +1212,63 @@ export async function runLangGraphCrmAgentFor(input: {
|
||||
note: (raw.note ?? "").trim() || null,
|
||||
isArchived: Boolean(raw.archived),
|
||||
});
|
||||
invalidateReadCache();
|
||||
|
||||
if (raw.mode === "apply") {
|
||||
const committed = await applyPendingChanges();
|
||||
invalidateReadCache();
|
||||
return JSON.stringify(committed, null, 2);
|
||||
}
|
||||
return JSON.stringify({ ok: true, staged: true, pending: pendingChanges.length }, null, 2);
|
||||
}
|
||||
|
||||
if (raw.action === "create_events_batch") {
|
||||
const batch = Array.isArray(raw.events) ? raw.events : [];
|
||||
if (!batch.length) throw new Error("events is required");
|
||||
const capped = batch.slice(0, 200);
|
||||
|
||||
for (const item of capped) {
|
||||
const title = (item.title ?? "").trim();
|
||||
const start = item.start ? new Date(item.start) : null;
|
||||
if (!title) throw new Error("events[].title is required");
|
||||
if (!start || Number.isNaN(start.getTime())) throw new Error("events[].start is invalid");
|
||||
|
||||
const end = item.end ? new Date(item.end) : null;
|
||||
const contactId = (item.contactId ?? "").trim();
|
||||
const contactName = (item.contact ?? "").trim();
|
||||
const contact =
|
||||
(contactId
|
||||
? await prisma.contact.findFirst({
|
||||
where: { id: contactId, teamId: input.teamId },
|
||||
select: { id: true, name: true },
|
||||
})
|
||||
: null) ||
|
||||
(contactName ? await resolveContact(input.teamId, contactName) : null);
|
||||
if (contactId && !contact) throw new Error(`contact not found: ${contactId}`);
|
||||
|
||||
pendingChanges.push({
|
||||
id: makeId("chg"),
|
||||
type: "create_event",
|
||||
createdAt: iso(new Date()),
|
||||
contactId: contact?.id ?? null,
|
||||
contactName: contact?.name ?? null,
|
||||
title,
|
||||
start: iso(start),
|
||||
end: end && !Number.isNaN(end.getTime()) ? iso(end) : null,
|
||||
note: (item.note ?? "").trim() || null,
|
||||
isArchived: Boolean(item.archived),
|
||||
});
|
||||
}
|
||||
invalidateReadCache();
|
||||
|
||||
if (raw.mode === "apply") {
|
||||
const committed = await applyPendingChanges();
|
||||
invalidateReadCache();
|
||||
return JSON.stringify(committed, null, 2);
|
||||
}
|
||||
return JSON.stringify({ ok: true, staged: capped.length, pending: pendingChanges.length }, null, 2);
|
||||
}
|
||||
|
||||
if (raw.action === "create_message") {
|
||||
const contactName = (raw.contact ?? "").trim();
|
||||
const text = (raw.text ?? "").trim();
|
||||
@@ -805,9 +1295,11 @@ export async function runLangGraphCrmAgentFor(input: {
|
||||
durationSec: typeof raw.durationSec === "number" ? raw.durationSec : null,
|
||||
transcript: Array.isArray(raw.transcript) ? raw.transcript : null,
|
||||
});
|
||||
invalidateReadCache();
|
||||
|
||||
if (raw.mode === "apply") {
|
||||
const committed = await applyPendingChanges();
|
||||
invalidateReadCache();
|
||||
return JSON.stringify(committed, null, 2);
|
||||
}
|
||||
return JSON.stringify({ ok: true, staged: true, pending: pendingChanges.length }, null, 2);
|
||||
@@ -833,9 +1325,11 @@ export async function runLangGraphCrmAgentFor(input: {
|
||||
dealTitle: deal.title,
|
||||
stage,
|
||||
});
|
||||
invalidateReadCache();
|
||||
|
||||
if (raw.mode === "apply") {
|
||||
const committed = await applyPendingChanges();
|
||||
invalidateReadCache();
|
||||
return JSON.stringify(committed, null, 2);
|
||||
}
|
||||
return JSON.stringify({ ok: true, staged: true, pending: pendingChanges.length }, null, 2);
|
||||
@@ -935,10 +1429,16 @@ export async function runLangGraphCrmAgentFor(input: {
|
||||
const system = [
|
||||
"You are Pilot, a CRM assistant.",
|
||||
"Rules:",
|
||||
"- Be concrete and concise.",
|
||||
"- Be concrete and complete. Do not cut important details in the final answer.",
|
||||
"- Work in short iterative cycles. Do not stop after the first thought if the task needs more than one action.",
|
||||
"- You are given a structured CRM JSON snapshot as baseline context.",
|
||||
"- If you need fresher or narrower data, call crm.get_snapshot/query_* tools.",
|
||||
"- Prefer this data flow to keep context small:",
|
||||
" 1) crm.list_contacts_digest for the roster and prioritization.",
|
||||
" 2) crm.get_contact_snapshot for one focused contact (messages/events/deals/summary in one call).",
|
||||
" 3) crm.get_calendar_window for calendar constraints.",
|
||||
"- Use crm.query_* only for narrow follow-up filters.",
|
||||
"- Avoid repeating identical read calls with the same arguments.",
|
||||
"- If creating many events, prefer crm.create_events_batch instead of many crm.create_event calls.",
|
||||
"- For changes, stage first with mode=stage. Commit only when user asks to execute.",
|
||||
"- You can apply immediately with mode=apply only if user explicitly asked to do it now.",
|
||||
"- Use pending_changes and commit_changes to control staged updates.",
|
||||
|
||||
Reference in New Issue
Block a user