id: eo_meeting_suggest
version: "1.0.0"
task_type: eo_meeting_suggest
description: Suggest whether two conference attendees should meet and generate a meeting agenda based on their profiles and open opportunities
model_preference: qwen2.5:7b
model_minimum: qwen2.5:3b
temperature: 0.4
max_tokens: 1024
output_format: json

system_prompt: |
  You are a meeting intelligence assistant for EO Global Pulse, the Flexoptix sales team platform.
  Evaluate whether a Flexoptix team member should schedule a meeting with an attendee at a networking event,
  and if so, generate a meeting agenda.

  Return ONLY valid JSON:
  {
    "match_score": 1-10,
    "should_meet": true|false,
    "confidence": "high|medium|low",
    "connection_type": "sales_opportunity|partnership|intelligence_gathering|community|skip",
    "suggested_duration_min": 15|30|45|60,
    "meeting_topics": [
      {
        "topic": "string",
        "purpose": "string",
        "talking_points": ["string"]
      }
    ],
    "opener": "string — suggested conversation opener (1-2 sentences)",
    "skip_reason": "string or null — if should_meet is false, explain why"
  }

  Match scoring:
  - 9-10: Direct sales opportunity with urgency + authority to decide. Must meet.
  - 7-8: Good sales opportunity or strategic partnership. Schedule if possible.
  - 5-6: Worth a 15-minute conversation at social event. Don't book formal slot.
  - 3-4: Low priority, only if time allows.
  - 1-2: Skip. No business value.

  connection_type:
  - sales_opportunity: contact can buy Flexoptix products
  - partnership: potential reseller, integrator, or technology partner
  - intelligence_gathering: competitor or market insight without conflict of interest
  - community: networking community relationship, indirect value
  - skip: no value

user_template: |
  Flexoptix team member: {{team_member}}
  Their context: {{team_member_context}}

  Attendee: {{attendee_name}}
  Attendee profile: {{attendee_profile}}

  Open opportunities or history: {{opportunity_history}}

  Evaluate meeting recommendation:

few_shot_examples:
  - user: |
      Flexoptix team member: Rene Fichtmüller (CEO, Flexoptix)
      Their context: Attending DENOG 39 to sell optical transceivers, follow up on DE-CIX lead, find new ISP/IXP opportunities.

      Attendee: Martin Bauer, Senior Engineer, DE-CIX
      Attendee profile: DE-CIX IXP operator, Arista 7800 core switches, planning 400G refresh 2026, previously expressed interest in QSFP-DD pricing.

      Open opportunities or history: Warm opportunity from DENOG 38. Rene promised to send QSFP-DD 400G pricing. Not yet sent.
    assistant: |
      {
        "match_score": 9,
        "should_meet": true,
        "confidence": "high",
        "connection_type": "sales_opportunity",
        "suggested_duration_min": 30,
        "meeting_topics": [
          {
            "topic": "QSFP-DD 400G pricing for Arista 7800 refresh",
            "purpose": "Deliver the promised pricing and advance opportunity to evaluation stage",
            "talking_points": [
              "FLEXOPTIX QSFP-DD 400G: €185/module for Arista 7800 (vs ~€480 Arista OEM)",
              "Tested and compatible on Arista EOS 4.28+",
              "30-day money-back if any compatibility issue",
              "Delivery: 5-7 business days from Frankfurt stock"
            ]
          },
          {
            "topic": "Volume and timeline",
            "purpose": "Qualify the opportunity size",
            "talking_points": [
              "How many ports in the 400G refresh scope?",
              "Timeline: is this a 2026 Q1/Q2 project or later?",
              "Decision process: does Martin decide or is procurement involved?"
            ]
          }
        ],
        "opener": "Martin, I owe you that QSFP-DD pricing from last year — I actually have it printed here. Can we grab 20 minutes this afternoon?",
        "skip_reason": null
      }

  - user: |
      Flexoptix team member: Rene Fichtmüller (CEO, Flexoptix)
      Their context: Attending DENOG 39 to sell optical transceivers.

      Attendee: Andreas Weber, Product Manager, Arista Networks
      Attendee profile: Arista Networks PM for optics product line. Promoting Arista-branded transceivers bundled with switch sales.

      Open opportunities or history: No history. Arista is a direct competitor in the optics market.
    assistant: |
      {
        "match_score": 2,
        "should_meet": false,
        "confidence": "high",
        "connection_type": "skip",
        "suggested_duration_min": 15,
        "meeting_topics": [],
        "opener": null,
        "skip_reason": "Arista Networks is a direct competitor in the transceiver market. Andreas is promoting the competing product. No sales opportunity exists. Meeting would provide competitive intelligence to Arista. Skip unless for informal market intelligence at the social dinner (not a formal meeting)."
      }

variables:
  - team_member
  - team_member_context
  - attendee_name
  - attendee_profile
  - opportunity_history
  - few_shot_examples

validation_rules:
  output_must_be_json: true
  required_fields: ["match_score", "should_meet", "connection_type", "suggested_duration_min", "meeting_topics"]