Next generation CRM

import os import json import datetime import time import pandas import requests import openai

# Complete the values my_config = { "OPENAI_API_KEY": "...", }

class CustomerConversations: def __init__(self): self.conversations_df = pandas.read_csv("conversations.csv") def get_conversations_for_chat_id(self, chat_id: str): filtered_df = self.conversations_df[self.conversations_df["chat_id"] == chat_id] filtered_df = filtered_df.sort_values(by="timestamp_utc", ascending=True) res = "Conversation history for chat_id " + chat_id + ":\n" for index, row in filtered_df.iterrows(): res += ( "Message from " + row["user_firstname"] + " " + row["user_lastname"] + " (chat_username: " + row["user_username"] + " ) at " + row["timestamp_utc"] + ":\n" ) res += row["message"] + "\n\n" return res customer_conversations_instance = CustomerConversations() chat_id = "C-123456789" conversation_for_chat_id = customer_conversations_instance.get_conversations_for_chat_id(chat_id) print(conversation_for_chat_id[0:2000] + "\n...")

import importlib import crm_service as crm_service importlib.reload(crm_service) print("CRM service loaded.")

class AIAgent: def __init__(self, chat_id: str, my_config: dict): self.chat_id = chat_id self.my_config = my_config self.crm_service = crm_service.CRMService(chat_id, my_config) self.openai_api_key = my_config.get("OPENAI_API_KEY", "") self.llm_client = openai.OpenAI(api_key=self.openai_api_key) self.system_prompt = """You are a CRM Assistant for the company AIEXPERT. Your primary role is to: 1. Record information from conversations into the CRM's database tables: - Contacts: Store personal and professional details about external individuals (each contact has a unique contact_id). Internal salespeople are not contacts. - Companies: Maintain information about organizations (each company has a unique company_id) - Interactions: Track all communications and interactions with external individuals (each interaction has a unique interaction_id). An interaction is the summary of a conversation, not a single message. The summary should put particular emphasis on decisions agreed and next steps. - Deals: Manage business opportunities and sales pipeline (each deal has a unique deal_id) 2. Retrieve information from these tables in response to user queries 3. Ignore requests that are unrelated to CRM functions Your focus is on maintaining accurate and up-to-date CRM data. When processing conversations, prioritize extracting relevant business information and relationships. When responding to queries, provide clear, data-driven answers based on the CRM database. """ self.tools = [ { "type": "function", "name": "create_contact", "description": "Create a new contact in the CRM database. Returns the full contact object including its unique contact_id. Each contact is associated with a unique chat_username.", "parameters": { "type": "object", "properties": { "full_name": { "type": "string", "description": "The full name of the contact.", }, "company_id": { "type": "string", "description": "The id of the company the contact belongs to.", }, "chat_username": { "type": "string", "description": "The username of the chat.", }, "job_title": { "type": ["string", "null"], "description": "The job title of the contact.", }, "email": { "type": ["string", "null"], "description": "The email address of the contact.", }, "phone": { "type": ["string", "null"], "description": "The phone number of the contact.", }, "address_street": { "type": ["string", "null"], "description": "The street address of the contact.", }, "address_city": { "type": ["string", "null"], "description": "The city of the contact.", }, "address_state": { "type": ["string", "null"], "description": "The state of the contact.", }, "address_zip": { "type": ["string", "null"], "description": "The zip code of the contact.", }, "address_country": { "type": ["string", "null"], "description": "The country of the contact.", }, }, "required": [ "full_name", "company_id", "chat_username", "job_title", "email", "phone", "address_street", "address_city", "address_state", "address_zip", "address_country", ], "additionalProperties": False, }, "strict": True, }, { "type": "function", "name": "get_industry_sectors", "description": "Get the list of industry sectors authorized for the industry_sector field of the companies table.", "parameters": { "type": "object", "properties": {}, "required": [], "additionalProperties": False, }, "strict": True, }, { "type": "function", "name": "create_company", "description": "Create a new company in the CRM database. Returns the full company object including its unique company_id. Each company is associated with a unique chat_id.", "parameters": { "type": "object", "properties": { "name": { "type": "string", "description": "The name of the company.", }, "chat_id": { "type": "string", "description": "The chat_ id the chat.", }, "website": { "type": ["string", "null"], "description": "The website of the company.", }, "industry_sector": { "type": ["string", "null"], "description": "The industry sector of the company. Must be one of the authorized industry sectors from the get_industry_sectors function.", }, }, "required": ["name", "chat_id", "website", "industry_sector"], "additionalProperties": False, }, "strict": True, }, { "type": "function", "name": "get_interaction_types", "description": "Get the list of interaction types authorized for the interaction_type field of the interactions table.", "parameters": { "type": "object", "properties": {}, "required": [], "additionalProperties": False, }, "strict": True, }, { "type": "function", "name": "create_interaction", "description": ( "Create a new interaction in the CRM database. Returns the full interaction object including its unique interaction_id. " + "An interaction is the summary of a conversation, not a single message. The summary should put particular emphasis on decisions agreed and next steps." ), "parameters": { "type": "object", "properties": { "contact_id": { "type": "string", "description": "The contact_id of the external customer contact, from the contacts table. This should not be the internal salesperson.", }, "company_id": { "type": "string", "description": "The company_id of the external customer company, from the companies table.", }, "interaction_type": { "type": "string", "description": ( "The type of interaction. Must be one of the authorized interaction types from the get_interaction_types function " + "such as 'Email', 'Phone', 'Meeting', 'Telegram', 'WhatsApp', 'Other'." ), }, "interaction_notes": { "type": "string", "description": "The summary of the interaction.", }, }, "required": [ "contact_id", "company_id", "interaction_type", "interaction_notes", ], "additionalProperties": False, }, "strict": True, }, { "type": "function", "name": "get_deal_stages", "description": "Get the list of deal stages authorized for the deal_stage field of the deals table.", "parameters": { "type": "object", "properties": {}, "required": [], "additionalProperties": False, }, "strict": True, }, { "type": "function", "name": "create_deal", "description": ( "Create a new deal in the CRM database. Returns the full deal object including its unique deal_id. " + "Before creating a deal, query the list of deals associated with the company_id, to ensure that the deal does not already exist." ), "parameters": { "type": "object", "properties": { "name": { "type": "string", "description": "The name of the deal.", }, "company_id": { "type": "string", "description": "The company_id of the company, from the companies table. This is not the chat_id.", }, "deal_stage": { "type": "string", "description": ( "The stage of the deal. Must be one of the authorized deal stages from the get_deal_stages function. " + "Default is prospect. Other stages are 'lead', 'opportunity', 'closed-won', 'closed-lost'." ), }, "deal_amount": { "type": "number", "description": "The maximum amount of the deal. Default is 0.0.", }, "deal_currency": { "type": "string", "description": "The currency of the deal using 3-letter ISO code. Default is USD.", }, }, "required": [ "name", "company_id", "deal_stage", "deal_amount", "deal_currency", ], "additionalProperties": False, }, "strict": True, }, { "type": "function", "name": "get_contact_by_id", "description": "Get a contact by contact_id. Return the contact object including its unique contact_id.", "parameters": { "type": "object", "properties": { "contact_id": { "type": "string", "description": "The id of the contact, from the contacts table.", } }, "required": ["contact_id"], "additionalProperties": False, }, "strict": True, }, { "type": "function", "name": "get_company_by_id", "description": "Get a company by company_id. Return the company object including its unique company_id.", "parameters": { "type": "object", "properties": { "company_id": { "type": "string", "description": "The id of the company, from the companies table.", } }, "required": ["company_id"], "additionalProperties": False, }, "strict": True, }, { "type": "function", "name": "get_interaction_by_id", "description": "Get an interaction by interaction_id. Return the interaction object including its unique interaction_id.", "parameters": { "type": "object", "properties": { "interaction_id": { "type": "string", "description": "The id of the interaction, from the interactions table.", } }, "required": ["interaction_id"], "additionalProperties": False, }, "strict": True, }, { "type": "function", "name": "get_deal_by_id", "description": "Get a deal by deal_id. Return the deal object including its unique deal_id.", "parameters": { "type": "object", "properties": { "deal_id": { "type": "string", "description": "The id of the deal, from the deals table.", } }, "required": ["deal_id"], "additionalProperties": False, }, "strict": True, }, { "type": "function", "name": "query_contacts", "description": "Query the contacts table based on partial name and company_id. Return the list of contacts objects, each including its unique contact_id.", "parameters": { "type": "object", "properties": { "partial_name": { "type": "string", "description": "The partial name of the contact.", }, "company_id": { "type": "string", "description": "The id of the company, from the companies table.", }, }, "required": ["partial_name", "company_id"], "additionalProperties": False, }, "strict": True, }, { "type": "function", "name": "get_contact_by_chat_username", "description": "Get a contact by chat_username. Return the contact object including its unique contact_id.", "parameters": { "type": "object", "properties": { "chat_username": { "type": "string", "description": "The username of the chat.", }, }, "required": ["chat_username"], "additionalProperties": False, }, "strict": True, }, { "type": "function", "name": "get_company_by_chat_id", "description": "Finds the company object associated with the chat_id. Return the company object including its unique company_id.", "parameters": { "type": "object", "properties": { "chat_id": { "type": "string", "description": "The chat_id of the chat.", }, }, "required": ["chat_id"], "additionalProperties": False, }, "strict": True, }, { "type": "function", "name": "get_interactions_by_company_id", "description": "Query the interactions table by company_id in chronological order. Return the list of interactions objects.", "parameters": { "type": "object", "properties": { "company_id": { "type": "string", "description": "The company_id of the company, from the companies table. This is not the chat_id.", }, }, "required": ["company_id"], "additionalProperties": False, }, "strict": True, }, { "type": "function", "name": "get_deals_by_company_id", "description": "Query the deals table by company_id. Return the list of deals objects.", "parameters": { "type": "object", "properties": { "company_id": { "type": "string", "description": "The company_id of the company, from the companies table. This is not the chat_id.", }, }, "required": ["company_id"], "additionalProperties": False, }, "strict": True, }, { "type": "function", "name": "update_contact", "description": "Update a contact in the CRM database. Returns the updated contact object.", "parameters": { "type": "object", "properties": { "contact_id": { "type": "string", "description": "The contact_id of the contact, from the contacts table.", }, "updated_fields": { "type": "string", "description": ( "The fields to update, as a stringified JSON object. Must be a dictionary with the field names as keys and the new values as values. " + "Allowed fields are: full_name, company_id, job_title, email, phone, address_street, address_city, " + "address_state, address_zip, address_country." ), }, }, "required": ["contact_id", "updated_fields"], "additionalProperties": False, }, "strict": True, }, { "type": "function", "name": "update_company", "description": "Update a company in the CRM database. Returns the updated company object.", "parameters": { "type": "object", "properties": { "company_id": { "type": "string", "description": "The company_id of the company, from the companies table.", }, "updated_fields": { "type": "string", "description": ( "The fields to update, as a stringified JSON object. Must be a dictionary with the field names as keys and the new values as values. " + "Allowed fields are: name, website, industry_sector." ), }, }, "required": ["company_id", "updated_fields"], "additionalProperties": False, }, "strict": True, }, { "type": "function", "name": "update_deal", "description": "Update a deal in the CRM database. Returns the updated deal object.", "parameters": { "type": "object", "properties": { "deal_id": { "type": "string", "description": "The deal_id of the deal, from the deals table.", }, "updated_fields": { "type": "string", "description": ( "The fields to update, as a stringified JSON object. Must be a dictionary with the field names as keys and the new values as values. " + "Allowed fields are: name, deal_stage, deal_amount, deal_currency." ), }, }, "required": ["deal_id", "updated_fields"], "additionalProperties": False, }, "strict": True, }, ] def handle_user_conversation(self, conversation: str): """ Handle a user conversation. The format of a user conversation is: [ { "role": "developer", "content": "system message" }, { "role": "user", "content": "message" }, { "role": "assistant", "content": "message" } ] """ keep_going = True n_iterations = 0 final_response = None while keep_going and n_iterations < 20: n_iterations += 1 llm_response = self.llm_client.responses.create( model="gpt-4.1", input=conversation, tools=self.tools, ) llm_response_output = llm_response.output print("\nLLM response output:", llm_response_output) # Process tool calls has_tool_call = False for tool_call in llm_response_output: print("Tool call:", tool_call) if tool_call.type == "function_call": has_tool_call = True conversation.append(tool_call) tool_call_response = self.crm_service.call_function( tool_call.name, tool_call.arguments ) # This is a string print("Tool call response:", tool_call_response) tool_call_result = { "type": "function_call_output", "call_id": tool_call.call_id, "output": tool_call_response, } conversation.append(tool_call_result) if not has_tool_call: final_response = llm_response.output_text print("No tool call, final response:", final_response) final_response_obj = {"role": "assistant", "content": final_response} conversation.append(final_response_obj) keep_going = False if final_response is None: final_response = "The assistant did not manage to complete the task." final_response_obj = {"role": "assistant", "content": final_response} conversation.append(final_response_obj) return final_response, conversation

chat_id = "C-123456789" ai_agent_instance = AIAgent(chat_id, my_config) customer_conversation = customer_conversations_instance.get_conversations_for_chat_id( chat_id ) prompt = ( """A customer conversation, captured from a Telegram chat, is provided below between the <customer_conversation> tags. Use the conversation to create or update the CRM database, including the contacts, companies, interactions and deals tables. Remember that an interaction is the summary of a conversation, not a single message. When you are done, respond with a summary of the actions you took, and the data you created or updated in the CRM database. <customer_conversation> """ + customer_conversation + """ </customer_conversation> """ ) llm_conversation = [ { "role": "developer", "content": ai_agent_instance.system_prompt, }, { "role": "user", "content": prompt, }, ] final_response, llm_conversation = ai_agent_instance.handle_user_conversation( llm_conversation ) print("\nFINAL RESPONSE:\n") print(final_response)

chat_id = "C-123456789" ai_agent_instance = AIAgent(chat_id, my_config) prompt = f"For the company associated with chat_id {chat_id}, who are the main contacts and what are the deals under way?." llm_conversation = [ { "role": "developer", "content": ai_agent_instance.system_prompt, }, { "role": "user", "content": prompt, }, ] final_response, llm_conversation = ai_agent_instance.handle_user_conversation( llm_conversation ) print("\nFINAL RESPONSE:\n") print(final_response)