import asyncio
import chainlit as cl
import os
from langchain_openai import ChatOpenAI
from utils_actions import offer_actions,offer_initial_actions
from utils_customer_research import read_markdown_file
from utils_data import get_company_data, get_opportunities
from utils_objections import create_objections
from utils_opportunity_review import prep_opportunity_review
from utils_prompt import get_chat_prompt
async def prep_start(session_state):
get_company_data(session_state)
chat_prompt = get_chat_prompt()
chat_model = ChatOpenAI(model=session_state.llm_model)
simple_chain = chat_prompt | chat_model
cl.user_session.set("chain", simple_chain)
welcome_message = f"**Welcome to {session_state.company.name} SalesBuddy**\n*Your AI assistant for sales and sales management*"
await cl.Message(content=welcome_message).send()
# await cl.Message(content=session_state.company.product_summary).send()
image = cl.Image(path="images/salesbuddy_logo.jpg", name="salesbuddy_logo", display="inline")
await cl.Message(
content=" ",
elements=[image],
).send()
await offer_initial_actions()
opportunities = get_opportunities()
cl.user_session.set("opportunities", opportunities)
async def prep_opportunities(session_state):
research_title = "**Upcoming Opportunities**"
await cl.Message(content=research_title).send()
opportunities = cl.user_session.get("opportunities", None)
if opportunities is None:
await cl.Message(content="No scenarios found.").send()
return
opportunity_actions = []
for idx, row in opportunities.iterrows():
if row['Opportunity Description'] != "":
customer_name = row['Customer Name']
opportunity_name = row['Opportunity Name']
opportunity_stage = row['Opportunity Stage']
name = f"{customer_name}: {opportunity_name} ({opportunity_stage})"
opportunity_action = cl.Action(
name=name,
value=f"{idx}", # Send the row index as value
description=f"{row['Customer Name']}: {row['Opportunity Name']} ({row['Opportunity Stage']}) "
f"Value: {row['Opportunity Value']}. Meeting with {row['Customer Contact']} "
f"({row['Customer Contact Role']})"
)
opportunity_actions.append(opportunity_action)
await cl.Message(content="Select an opportunity (hover for details):", actions=opportunity_actions).send()
async def prep_opportunity_analysis():
session_state = cl.user_session.get("session_state", None)
opportunity_analysis_message = "Reviewing HSBC Opportunitiy - please wait..."
await cl.Message(content=opportunity_analysis_message).send()
if session_state.do_opportunity_analysis:
agent_1_message = "*Retrieving and evaluating opportunity data from SalesForce CRM ...*"
await cl.Message(content=agent_1_message).send()
await prep_opportunity_review(session_state)
report = session_state.opportunity_review_report
await cl.Message(content=report).send()
else:
agent_1_message = "*Retrieving data from SalesForce CRM ...*"
await cl.Message(content=agent_1_message).send()
await asyncio.sleep(2)
if session_state.add_objections_to_analysis:
agent_3_message = "*Evaluating opportunity data and identifying risks ...*"
await cl.Message(content=agent_3_message).send()
session_state.objections = await create_objections(session_state)
else:
agent_2_message = "*Evaluating opportunity data...*"
await cl.Message(content=agent_2_message).send()
await asyncio.sleep(1.5)
agent_3_message = "*Determining next steps ...*"
await cl.Message(content=agent_3_message).send()
await asyncio.sleep(1)
markdown_file_path = "reports/HSBC Opportunity Review Report.md"
if os.path.exists(markdown_file_path):
await cl.Message(content=read_markdown_file(markdown_file_path)).send()
else:
output_messages = get_opportunity_analysis()
for output_message in output_messages:
await cl.Message(content=output_message).send()
await cl.Message(content="").send()
if session_state.add_objections_to_analysis:
output_message = "**Risks**"
await cl.Message(content=output_message).send()
for obj in session_state.objections:
await cl.Message(content=obj).send()
output_message = "**Next Steps**"
await cl.Message(content=output_message).send()
output_messages = get_next_steps()
for output_message in output_messages:
await cl.Message(content=output_message).send()
await cl.Message(content="").send()
await cl.Message(content="\n\n").send()
await offer_actions()
async def prep_research(session_state):
research_title = "**Customer Research**"
await cl.Message(content=research_title).send()
research_message = "Enter customer name to research"
await cl.Message(content=research_message).send()
def get_opportunity_analysis():
output_1 = "**Summary:** The HSBC opportunity involves replacing the existing analytics engine for their loan origination system, valued at $250,000. The current system is slow and lacks flexibility, creating urgency due to an impending renewal with the existing vendor. Multiple meetings have been conducted, culminating in a proposal review. The decision process is progressing, with a meeting scheduled on October 26 with John Smith to discuss the next steps. Potential for pilot program or final negotiations."
output_2 = "**Score: 75**"
output_3 = "**MEDDIC Evaluation:**"
output_4 = "**Metrics: 70** - The proposal discussed expected performance improvements and ROI, but specific quantitative metrics driving the decision were not detailed."
output_5 = "**Economic Buyer: 65** - There is no direct mention of engagement with the ultimate economic buyer, although the CFO's involvement in the proposal review suggests some level of engagement."
output_6 = "**Decision Criteria: 75** - The decision criteria seem to be partially understood, as there has been discussion about ROI, performance improvements, and contract terms, but further clarity is needed."
output_7 = "**Decision Process: 80** - The decision process appears to be well-understood, with clear next steps and urgency due to the vendor renewal timeline."
output_8 = "**Identify Pain: 85** - The pain points related to the existing system's performance and flexibility are clearly identified, driving the opportunity forward."
output_9 = "**Champion: 75** - John Smith, the VP of IT, appears to be a potential champion, as he is involved in every meeting, but his level of influence and commitment is not fully confirmed."
outputs = [output_1, output_2, output_3, output_4, output_5, output_6, output_7, output_8, output_9]
return outputs
def get_next_steps():
output_10 = "Engage with the CFO and other key stakeholders to refine the understanding of the decision criteria and ensure alignment with their expectations. Confirm John Smith's role as a champion and clarify his influence on the decision-making process."
output_11 = "**Talking Points:**"
output_12 = " 1. Discuss specific quantitative metrics and performance benchmarks that demonstrate the expected improvements and ROI to solidify the business case"
output_13 = " 2. Address the decision criteria with more clarity, ensuring that all stakeholders, including the CFO, have a shared understanding of what is needed to move forward"
output_14 = " 3. Highlight the urgency of the situation due to the impending vendor renewal and how your solution can address the identified pain points in a timely manner"
outputs = [output_10, output_11, output_12, output_13, output_14]
return outputs
async def prep_latest_news():
latest_news_message = "Retrieving latest news on this customer - please wait..."
await cl.Message(content=latest_news_message).send()
await asyncio.sleep(2)
agent_1_message = "Agent 1: Processing data..."
await cl.Message(content=agent_1_message).send()
await asyncio.sleep(1)
agent_2_message = "Agent 2: Evaluating opportunity..."
await cl.Message(content=agent_2_message).send()