Jason Thistlethwaite
155 lines
10 KiB
Markdown
155 lines
10 KiB
Markdown
eh, I think you misunderstood me about the filters. I see this:
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` batch-update Apply one payload to a filtered contact batch.`
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Unless I'm misunderstanding how to use that. it sounds like it's not what I wanted/
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I was hoping to be able to do this:
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1. In batches of perhaps 10-20, pull a list of contacts that have not been updated for a while, and who either:
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- also have specific tags
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- also lack specific tags
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2. For each of those contacts, do the following:
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- check if there's anything about the contact itself that informs me I shouldn't need to look at anything else about it, and I can quickly tag them as something like "spam". I expect most of the time, I _won't_ be able to do that.
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- Fetch the 3-5 most recent tickets from the contact, and look at them, using some framework to score any tags that should apply
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- Examples:
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- **customer**:
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- somebody on our side emailed back +1
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- seems like they're talking about packages or items in our warehouse +1
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- **promo** + **spam**: contact seems like a business sending us advertisements
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- from address is something like "no-reply", "noreply", "deals", or "promotions" +1
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- it mentions a deal, discount, or coupon +1
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- If the scores for any particular set set of tags >= a threshhold, use add_tag to add those tags to the contact
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- otherwise, add a tag like "ai-checked"
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- The last step caused the updated date of the contact to increase
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3. Due to the very last step above (which bumps the updated date), if I wait and loop back through Step 1 again a few minutes or hours later, I won't retrieve the same contacts I already tagged.
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- In this way, a looping/repeating task will eventually cycle through all contacts.
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- Eventually, the ones it has already tagged will have been updated long enough ago, that they will get pulled again
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## To be clear:
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I am describing a broad pattern of workflow here, not specifics. I am just explaining this because:
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a) The way you implemented the changes seems counterintuitive for how I want to use this, but I could of course be misunderstanding.
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b) I think the basic concept of this loop should be added to the project documentation, maybe even with a diagram
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## Further down the road:
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- [ ] I will want to develop tags that indicates a specific kind of evaluation needs performed with a contact, just as summarizing their most recent communications with us.
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- [ ] When looping through contacts, I can add that tag to contacts whose comms need to be summarized
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- [ ] Then, another agent or script can fetch only contacts tagged to indicate they need summarized
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- [ ] That script/agent fetches their recent communications, does it's job, and removes the tag, indicating that job is finished
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- [ ] Other likely tags I will eventually implement:
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- [ ] basic info needs corrected:
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- Typical auto-import problems exist in the contact data, such as:
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- company field contains their email address
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- username portion of email address is in first_name, but their actual name is in the footer of the email or in the "from" part
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- basic contact info is actually in the ticket, but not in the correct contact fields:
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- first name, last name
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- additional email addresses
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- phone number(s)
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- job title
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- name of their business
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- We know the name of the company they work for, but no contact.is_company=true exists with that name
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- Create it
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- Tag it as needing enrichment
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- Update the contact(s) who work for that company, setting company = that company
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- [ ] **NMI mapping**:
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- [ ] Contact seems to be a customer, but their "Account Number" field is blank, so we're not sure which NMI account is their's
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- [ ] Try to figure it out by comparing stuff like:
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- [ ] email address
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- [ ] name of company
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- [ ] tracking numbers or order ids mentioned
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- [ ] ^^ above, but for other contacts who work at the same company
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- [ ] Update linkages all around:
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- [ ] Update that company (and it's employees) contacts in redmine so "Account Number" matches `user_account.user_account_id` in NMI
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- [ ] Set the redmine.contact_id's into a mapping table in NMI that link which contacts are for which account
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- [ ] Update obsidian profile about the contact/person to include both pieces of info
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- [ ] **entity extraction and enrichment**:
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- members of our team responded to somebody, but we don't have (much) info about them in either redmine contacts or in obsidian
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- This tells us the person is probably an active employee, so we:
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- search for 5-10 other tickets they worked on lately, and use that to infer a profile of what their job is or fill in context about what they've worked on lately
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- **phone number linkage to accounts**:
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- [ ] transcribe/ingest tickets that are call transcripts, adding summary to contact file automatically
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- [ ] add "note/call" to contact automatically
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- [ ] identify if follow-up action is needed; if it is, create ticket, assigned to relevant person
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- [ ] **bobcat caller id**: recognized contact calls us...
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- [ ] **route call based on context, not just the number**:
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- [ ] we're super busy, short staffed, and person likes to talk alot: "sorry, we're not available"
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- [ ] Bob usually talks to this person, but Bob is marked "do not disturb": "voice mail / not available"
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- [ ] **show on-screen bobcat overlay caller-id**
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- [ ] **Needing enrichment** (likely more than one tag to represent the kind of enrichment):
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- [ ] **social media**:
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- [ ] try to identify their social media profiles (linkedin, facebook, twitter, etc) using name, email, etc.
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- [ ] possible search known social media groups for people with same/similar name
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- [ ] identify product website(s)=
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- [ ] **potential suppliers**:
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- [ ] search places like alibaba for products we've seen them sell, and try to narrow down who their suppliers are
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- [ ] pull checkin pictures of shipping labels from them, and cross-reference with other info to locate possible suppliers
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- [ ] **special handling**:
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- [ ] **SLA/VIP**: this contact needs very fast or special responses for some reason
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- [ ] possibly tied to dedicated agent who does something special with their emails, like:
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- [ ] **trace package**: pull data we'd need to trace the workflows about it:
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- [ ] if it looks like it has a tracking number, kick off the workflow to pull that up in NMI, get pictures, check who worked on it, tracking status, etc.
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- [ ] Possibly fetch surveillance from synology autmatically:
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- [ ] For each major timestamp involved ( box.checkin_date, box.presort_date, individual_product.checkin_date ) pull 2-3 minutes of footage before/after from cameras known to overlook the 2-3 nearest locations in the warehouse
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- [ ] split the video feed into a series of still images 30-seconds apart
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- [ ] have a VLM explain what it sees in the images, even checking for specific things:
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- [ ] presence of truck at loading dock
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- [ ] person seen walking away from area carrying similar locking box/item
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- [ ] **import order**: email is an invoice, PO, or similar listing what a person is sending to us, perhaps the reason, and when it should arrive.
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- [ ] _they're a vendor_: log that supplies were being delivered and what we spent on them
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- [ ] _prep customer_: make a prep inbound order if it doesn't exist already
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- [ ] **vendor receipt or invoice**:
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- [ ] automatically log/input that into the expense tracker if it's not there already
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- [ ] check if there is a purchase order for it.
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- [ ] if there is, do something like mark it en-route, received, etc.
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- [ ] create ticket, assigning somebody to put it away
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- [ ] assign an AI-INFO-BLOCK to the manager, asking them to find out who ordered it, what for, and why they didn't make a PO
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- [ ] **employee and it's about scheduling**
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- [ ] check the attendance-schedule project to see if they already reported it in there
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- [ ] if not, add it
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- [ ] assign an AI-INFO-BLOCK asking them to explain why they could not do that themselves
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- [ ] **check for time-off blockers**:
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- [ ] somebody else already has time off within 1-2 days
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- [ ] customer has complained about delays in the past week
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- [ ] same person asked off on the same weekday/pattern in the past 3-4 weeks, and no good reason
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- [ ] overall billings/productivity have been low for over a week
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- [ ] **if blocked**: warn them they can't have the day off unless they can prove it's manditory/unavoidable
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- [ ] if they say it is, AI-INFO-BLOCK until they provide proof or admit they don't have it
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- [ ] **very simple question**
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- [ ] **sales 20-questions**: they sent an email that amounts to playing 20-questions about capacity (wanting to start project)
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- [ ] **AI-agent uses obsidian and other data**:
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- [ ] generate really slick looking brochure quickly, using obsidian-backed data
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- [ ] loop human in to approve it
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- [ ] update/expand based on human input, then send it over to client
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- [ ] save it for later, so next time, it can just be sent right away
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- [ ] **spammer-be-gone**:
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- [ ] Identify habitual or serious spammers, time wasters, and promoters emailing us
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- [ ] use gmail MCP to add filters to contact@ldrprep.com so that person's mail doesn't get imported into redmine anymore
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- [ ] **high-risk contact**:
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- [ ] there is some special risk or liability related to talking to that contact. For examples:
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- [ ] litigious person or debt collector
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- [ ] disgruntled former employee
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- [ ] stalker spouse of current employee
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- [ ] handle ticket(s) in a manner people who shouldn't talk to them can't see it or can't respond to it
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- [ ] phone calls from them do not ring to the general line anyone can answer
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- [ ] **lead follow-up**:
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- [ ] contacts marked as wanting to potentially buy something from us or start services, but we've heard crickets for 7+ days
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- [ ] encourage somebody to call/email them, maybe even suggest what to say/send
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## Please ensure this info is saved with the project and easy to locate
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For right now, much of this will not be immediately practical to implement, but I think storing it here is both important context and saves time.
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