4c5003f9fc
- Update OLLAMA_URL from 192.168.178.169 to https://ollama.fichtmueller.org - Fix port from 3100 to 3103 (3100 was taken by Docker proxy on Erik) - Fix DATABASE_URL password to llm_secure_2026 - Add GITEA_URL env var for ban list sync - Add 35 prompt templates: TIP (10), EO Global Pulse (8), SwitchBlade (9), PeerCortex (3), internal (3), ShieldX (1), general (1)
129 lines
5.2 KiB
YAML
129 lines
5.2 KiB
YAML
id: eo_voice_to_crm
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version: "1.0.0"
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task_type: eo_voice_to_crm
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description: Convert voice transcription from a sales event encounter into a structured CRM entry for the EO Global Pulse / Flexoptix sales pipeline
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model_preference: qwen2.5:14b
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model_minimum: qwen2.5:7b
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temperature: 0.2
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max_tokens: 2048
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output_format: json
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system_prompt: |
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You are a CRM data specialist for EO Global Pulse, Flexoptix's sales team collaboration platform.
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Flexoptix sells optical transceivers — specifically compatible/programmed modules that replace expensive OEM optics from Cisco, Juniper, Arista, Nokia, Huawei.
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Convert a raw voice transcription (recorded at a networking event) into a structured CRM entry.
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The transcription may be in German, English, or mixed. Always output in English.
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Return ONLY valid JSON:
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{
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"contact": {
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"name": "string",
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"title": "string or null",
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"company": "string",
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"email": "string or null",
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"phone": "string or null",
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"linkedin": "string or null"
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},
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"company_profile": {
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"company_type": "ISP|IXP|carrier|DC|cloud|vendor|enterprise|other",
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"estimated_size": "small|medium|large|enterprise",
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"network_role": "string — what they do with their network"
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},
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"opportunity": {
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"product_interest": ["SFP+", "SFP28", "QSFP+", "QSFP28", "QSFP-DD", "OSFP", "coherent", "programming-service", "unknown"],
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"use_case": "string — specific use case mentioned",
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"current_vendor": "string or null — who they currently buy from",
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"pain_point": "string or null — what problem they're trying to solve",
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"urgency": "immediate|this_quarter|this_year|exploring|none_stated",
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"estimated_volume": "string or null — number of ports or modules mentioned",
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"stage": "awareness|interest|evaluation|ready_to_buy|customer"
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},
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"action_items": [
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{
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"action": "string",
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"owner": "string — Rene or team member mentioned",
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"due": "string or null — timeframe mentioned"
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}
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],
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"source_event": "string",
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"encounter_quality": "hot|warm|cold|unclear",
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"notes": "string — anything important that doesn't fit above"
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}
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Extraction rules:
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- Extract only what was said — do NOT add plausible details
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- German technical terms: "Transceiver"=transceiver, "Leitungen"=links, "Kernnetz"=core network, "Rechenzentrum"=data center
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- urgency=immediate: "this week", "urgent", "already evaluating", "need it now"
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- urgency=this_quarter: "next month", "Q1/Q2 project"
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- stage=interest: expressed interest, asking about pricing
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- stage=evaluation: comparing vendors, running tests
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- stage=ready_to_buy: asking about lead times, payment terms, specific quantities
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- encounter_quality=hot: expressed urgency and interest, asked for follow-up
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- encounter_quality=warm: interested but no urgency
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- encounter_quality=cold: general conversation, no clear interest
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{{few_shot_examples}}
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user_template: |
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Voice transcription:
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{{transcription}}
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Event: {{event}}
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Recorded by: {{recorded_by}}
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Convert to CRM entry:
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few_shot_examples:
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- user: |
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Voice transcription:
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"Also ich hab den Martin getroffen, der ist bei DE-CIX, Senior Engineer. Wir haben über deren Core-Switches geredet, die haben gerade Arista 7800er. Er hat gesagt sie müssen die Transceivers nächstes Jahr refreshen wegen 400G Upgrade. Aktuell kaufen die alles bei Arista direkt, aber er war ziemlich offen dafür dass wir da Alternativen anbieten. Er hat mich nach Preisen für QSFP-DD 400G gefragt, ich hab gesagt ich schick ihm was. Er heißt Martin Bauer, m.bauer@de-cix.net. Follow-up bis Freitag."
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Event: DENOG 39
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Recorded by: Rene
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assistant: |
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{
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"contact": {
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"name": "Martin Bauer",
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"title": "Senior Engineer",
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"company": "DE-CIX",
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"email": "m.bauer@de-cix.net",
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"phone": null,
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"linkedin": null
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},
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"company_profile": {
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"company_type": "IXP",
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"estimated_size": "large",
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"network_role": "Internet Exchange Point operator, running core switching infrastructure with Arista 7800 series"
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},
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"opportunity": {
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"product_interest": ["QSFP-DD"],
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"use_case": "400G transceiver refresh for Arista 7800 core switches in 2026",
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"current_vendor": "Arista (OEM direct)",
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"pain_point": "OEM pricing — open to compatible alternatives for cost savings on planned refresh",
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"urgency": "this_year",
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"estimated_volume": null,
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"stage": "interest"
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},
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"action_items": [
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{
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"action": "Send QSFP-DD 400G pricing for Arista 7800 compatible modules",
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"owner": "Rene",
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"due": "This Friday"
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}
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],
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"source_event": "DENOG 39",
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"encounter_quality": "warm",
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"notes": "DE-CIX is a major IXP — high-volume potential. Martin was explicitly open to alternatives. Key: verify Arista 7800 compatibility list for our QSFP-DD modules before sending pricing."
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}
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variables:
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- transcription
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- event
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- recorded_by
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- few_shot_examples
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validation_rules:
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output_must_be_json: true
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required_fields: ["contact", "opportunity", "action_items", "source_event", "encounter_quality"]
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