DB-backed workspace + LangGraph agent
This commit is contained in:
@@ -67,6 +67,9 @@ async function main() {
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teamId: team.id,
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name: "Anna Meyer",
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company: "Nordline GmbH",
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country: "Germany",
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location: "Berlin",
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avatarUrl: "https://randomuser.me/api/portraits/women/44.jpg",
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email: "anna@nordline.example",
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phone: "+49 30 123 45 67",
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},
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@@ -74,6 +77,9 @@ async function main() {
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teamId: team.id,
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name: "Murat Ali",
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company: "Connect FZCO",
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country: "UAE",
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location: "Dubai",
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avatarUrl: "https://randomuser.me/api/portraits/men/32.jpg",
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email: "murat@connect.example",
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phone: "+971 50 123 4567",
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},
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@@ -81,6 +87,9 @@ async function main() {
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teamId: team.id,
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name: "Ilya Petroff",
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company: "Volta Tech",
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country: "Armenia",
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location: "Yerevan",
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avatarUrl: "https://randomuser.me/api/portraits/men/18.jpg",
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email: "ilya@volta.example",
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phone: "+374 10 123 456",
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},
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@@ -88,6 +97,9 @@ async function main() {
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teamId: team.id,
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name: "Carlos Rivera",
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company: "BluePort",
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country: "Spain",
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location: "Barcelona",
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avatarUrl: "https://randomuser.me/api/portraits/men/65.jpg",
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email: "carlos@blueport.example",
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phone: "+34 600 123 456",
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},
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@@ -95,6 +107,9 @@ async function main() {
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teamId: team.id,
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name: "Daria Ivanova",
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company: "Skyline Trade",
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country: "Kazakhstan",
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location: "Almaty",
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avatarUrl: "https://randomuser.me/api/portraits/women/22.jpg",
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email: "daria@skyline.example",
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phone: "+7 777 123 45 67",
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},
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@@ -127,6 +142,7 @@ async function main() {
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data: [
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{
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contactId: byName["Anna Meyer"].id,
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kind: "MESSAGE",
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direction: "IN",
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channel: "TELEGRAM",
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content: "Thanks for the demo. Can you send 2 pricing options?",
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@@ -134,6 +150,7 @@ async function main() {
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},
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{
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contactId: byName["Anna Meyer"].id,
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kind: "MESSAGE",
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direction: "OUT",
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channel: "EMAIL",
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content: "Sure. Option A/B attached. Can you confirm decision date for this cycle?",
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@@ -141,6 +158,7 @@ async function main() {
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},
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{
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contactId: byName["Murat Ali"].id,
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kind: "MESSAGE",
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direction: "IN",
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channel: "WHATSAPP",
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content: "Let's do a quick call. Need to clarify legal owner.",
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@@ -148,11 +166,21 @@ async function main() {
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},
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{
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contactId: byName["Ilya Petroff"].id,
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kind: "MESSAGE",
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direction: "OUT",
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channel: "EMAIL",
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content: "Draft: onboarding plan + two slots for tomorrow.",
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occurredAt: atOffset(-1, 11, 12),
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},
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{
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contactId: byName["Murat Ali"].id,
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kind: "CALL",
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direction: "OUT",
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channel: "PHONE",
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content: "Call started from CRM",
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durationSec: 180,
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occurredAt: atOffset(-1, 18, 30),
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},
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],
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});
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@@ -179,6 +207,29 @@ async function main() {
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],
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});
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await prisma.deal.createMany({
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data: [
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{
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teamId: team.id,
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contactId: byName["Anna Meyer"].id,
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title: "Nordline onboarding",
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stage: "Proposal",
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amount: 25000,
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nextStep: "Lock decision date",
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summary: "After demo: pricing options sent; waiting for decision date.",
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},
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{
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teamId: team.id,
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contactId: byName["Murat Ali"].id,
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title: "Connect legal alignment",
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stage: "Qualification",
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amount: 18000,
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nextStep: "Confirm legal owner",
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summary: "High engagement; needs legal owner on their side.",
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},
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],
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});
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await prisma.chatConversation.upsert({
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where: { id: `pilot-${team.id}` },
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update: {},
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@@ -203,6 +254,93 @@ async function main() {
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},
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],
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});
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await prisma.contactPin.createMany({
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data: [
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{ teamId: team.id, contactId: byName["Anna Meyer"].id, text: "First lock the decision date, then send the final offer." },
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{ teamId: team.id, contactId: byName["Anna Meyer"].id, text: "A short follow-up is needed no later than 30 minutes after the demo." },
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{ teamId: team.id, contactId: byName["Murat Ali"].id, text: "In every update, confirm the legal owner on the client side." },
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{ teamId: team.id, contactId: byName["Ilya Petroff"].id, text: "Work through a structured onboarding plan, not pricing first." },
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],
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});
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await prisma.workspaceDocument.createMany({
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data: [
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{
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teamId: team.id,
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title: "Outbound cadence v1",
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type: "Regulation",
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owner: "Revenue Ops",
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scope: "All B2B accounts",
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summary: "Unified sequence for first touch, follow-up, and qualification.",
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body:
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"## Goal\nMove a new contact to the first qualified call within 5 business days.\n\n## Base sequence\n- Day 0: first message in the primary channel.\n- Day 1: short follow-up with one clear ask.\n- Day 3: second follow-up + alternate channel.\n- Day 5: final ping and move to \"later\".\n\n## Rules\n- Always keep one explicit next step in each message.\n- Avoid long text walls.\n- After each reply, update context in the contact card.",
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updatedAt: atOffset(-1, 10, 0),
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},
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{
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teamId: team.id,
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title: "Discovery call playbook",
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type: "Playbook",
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owner: "Sales Lead",
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scope: "Discovery calls",
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summary: "Call structure, mandatory questions, and outcome logging format.",
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body:
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"## Structure\n1. Context check (2 min)\n2. Current pain (8 min)\n3. Success criteria (6 min)\n4. Next step lock (4 min)\n\n## Mandatory outcomes\n- Confirmed business owner\n- Confirmed decision timeline\n- Confirmed next meeting date\n\n## Notes format\nAlways log: pain, impact, owner, ETA, risks.",
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updatedAt: atOffset(-2, 12, 15),
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},
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{
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teamId: team.id,
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title: "AI assistant operating policy",
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type: "Policy",
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owner: "Founders",
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scope: "AI recommendations and automations",
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summary: "What actions AI can suggest and what requires explicit approval.",
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body:
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"## Allowed without approval\n- Draft message suggestions\n- Calendar proposal suggestions\n- Conversation summaries\n\n## Requires explicit approval\n- Sending a message to an external contact\n- Creating a calendar event\n- Changing deal stage\n\n## Logging\nEvery AI action must leave a short trace in the feed.",
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updatedAt: atOffset(-3, 9, 40),
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},
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{
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teamId: team.id,
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title: "Post-call follow-up template",
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type: "Template",
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owner: "Enablement",
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scope: "Any completed client call",
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summary: "Template for short post-call follow-up with aligned actions.",
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body:
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"## Message template\nThanks for the call. Summary below:\n- What we aligned on\n- What remains open\n- Owner per action\n- Exact date for next sync\n\n## Quality bar\nThe client should understand the next step within 10 seconds.",
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updatedAt: atOffset(-4, 16, 20),
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},
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],
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});
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await prisma.feedCard.createMany({
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data: [
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{
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teamId: team.id,
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contactId: byName["Anna Meyer"].id,
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happenedAt: atOffset(0, 9, 35),
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text:
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"I analyzed Anna Meyer's latest activity: after a demo, the decision window is usually open for 1-2 hours. I suggest scheduling a follow-up immediately to keep momentum.",
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proposalJson: {
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title: "Add event to calendar",
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details: ["Contact: Anna Meyer", "Start: 30 minutes from now", "Duration: 30 minutes"],
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key: "create_followup",
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},
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},
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{
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teamId: team.id,
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contactId: byName["Murat Ali"].id,
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happenedAt: atOffset(0, 10, 8),
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text:
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"I found that Murat Ali gave 3 quick replies in a row over the last hour. I suggest moving to a short call now while engagement is high.",
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proposalJson: {
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title: "Start a call and open chat",
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details: ["Contact: Murat Ali", "Channel: Phone", "After action: open the communication thread for this contact"],
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key: "call",
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},
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},
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],
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});
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}
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main()
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