55 lines
1.7 KiB
Python
55 lines
1.7 KiB
Python
"""Pre-built Follow-up-Agent.
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Reminds about and creates follow-up tasks for contacts.
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"""
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from __future__ import annotations
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import uuid
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from app.plugins.builtins.automation.models import AgentDefinition
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FOLLOW_UP_SYSTEM_PROMPT = """You are a Follow-up Agent for a CRM system.
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Your task is to identify and create follow-up tasks for contacts.
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For each contact, you should:
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1. Check open tasks and calendar entries
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2. Review recent email communication
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3. Identify contacts that need follow-up (no response, overdue tasks, upcoming deadlines)
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4. Suggest follow-up actions (call, email, meeting, task)
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5. Create follow-up tasks when appropriate
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Use the available tools to:
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- Get open tasks (get_open_tasks)
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- Get contact emails (get_contact_mails)
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- Call CRM API for task creation (call_crm_api)
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Output format:
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- List of contacts needing follow-up with reason
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- Suggested action and timing for each
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- Priority level (urgent, this_week, this_month)
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You may create tasks via call_crm_api. Always include a clear description and due date.
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"""
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def create_follow_up_agent(
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tenant_id: uuid.UUID, user_id: uuid.UUID
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) -> AgentDefinition:
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return AgentDefinition(
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tenant_id=tenant_id,
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name="Follow-up-Agent",
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description="Erstellt und erinnert an Follow-up-Tasks für Kontakte",
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system_prompt=FOLLOW_UP_SYSTEM_PROMPT,
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llm_model="openai/gpt-4o-mini",
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tool_ids=["get_open_tasks", "get_contact_mails", "call_crm_api"],
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max_steps=8,
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max_duration_seconds=90,
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budget_limit_usd=0.30,
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mode="proactive",
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is_active=True,
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temperature=0.4,
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max_tokens=1500,
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trace_mode="standard",
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created_by=user_id,
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)
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