Add application files

app.py

@@ -864,19 +864,32 @@ IMPORTANT: You MUST use the tools to save data. Follow these steps for EACH pros
       - metadata: {{"summary": "company description", "industry": "their industry", "fit_reason": "why they're a good fit"}}
 
    b. Use save_contact tool for 2-3 decision makers with:
-      - contact_id: unique ID
-      - company_id: same as above
-      - email: their email if known or generate likely format like "[email protected]"
+      - contact_id: unique ID like "contact_1"
+      - company_id: same company_id as above
+      - company_name: THE ACTUAL COMPANY NAME (e.g., "Acme Corp", NOT "company_1")
+      - email: their email using format "[email protected]"
       - first_name: their first name
       - last_name: their last name
-      - title: their job title (CEO, VP Sales, CTO, etc.)
-
-   c. Use send_email tool to draft outreach:
-      - to: the contact email
-      - subject: personalized subject line
-      - body: personalized email body
+      - title: their job title (CEO, VP Sales, CTO, Marketing Director, etc.)
+
+   c. Use send_email tool to draft a PERSONALIZED outreach email:
+      - to: the contact email (use format: [email protected])
+      - subject: Compelling subject mentioning BOTH {client_name} and the prospect company name
+      - body: A personalized email that includes:
+        * Greeting using the contact's first name
+        * Specific reference to the prospect company's business/recent news
+        * Clear explanation of how {client_name} can help THIS specific company
+        * Mention their industry and specific challenges they face
+        * A concrete call-to-action (demo, call, meeting)
+        * Professional sign-off
       - prospect_id: the prospect_id from step a
 
+IMPORTANT EMAIL GUIDELINES:
+- DO NOT write generic emails. Each email must be specific to the prospect.
+- Reference the prospect's actual business, industry, or recent activities
+- Explain why {client_name} is relevant to THEIR specific situation
+- Keep emails concise (3-4 paragraphs max)
+
 Focus on finding companies that:
 - Would benefit from {client_name}'s products/services
 - Are in industries that match {client_name}'s target market
@@ -943,9 +956,13 @@ After processing all {num_prospects} prospects, provide a brief summary of what
                         else:
                             name = tool_input.get("name", "Unknown")
                         title = tool_input.get("title", "")
-                        # Get company from company_id or current context
-                        company = tool_input.get("company_name") or tool_input.get("company_id") or current_prospect_name or "Unknown"
-                        output += f"👤 Found contact: {name} ({title})\n"
+                        # Get company name - prioritize actual name over ID
+                        # current_prospect_name has the actual name, company_id is just an identifier
+                        company = tool_input.get("company_name") or current_prospect_name or "Unknown"
+                        # If company still looks like an ID (company_1, etc.), use current_prospect_name
+                        if company.startswith("company_") or company.startswith("prospect_"):
+                            company = current_prospect_name or company
+                        output += f"👤 Found contact: {name} ({title}) at {company}\n"
                         # Capture contact data during tool_call
                         pending_contact = {
                             "name": name,
@@ -1269,7 +1286,7 @@ Complete the user's request and provide a helpful response."""
 
 
 def chat_with_ai(message: str, history: list, hf_token: str = "") -> tuple:
-    """Chat function - uses local lookup for simple queries, AI agent for complex ones"""
+    """Chat function - handles queries using local data and templates"""
     if not knowledge_base["client"]["name"]:
         return history + [[message, "⚠️ Please complete Setup first."]], ""
 
@@ -1279,38 +1296,109 @@ def chat_with_ai(message: str, history: list, hf_token: str = "") -> tuple:
     client_name = knowledge_base["client"]["name"]
     msg_lower = message.lower()
 
-    # Check if this needs AI agent (complex task) or can be answered locally
-    needs_agent = any(kw in msg_lower for kw in [
-        "search", "find new", "research", "look up", "discover",
-        "draft", "write", "compose", "create email",
-        "add new", "store new",
-        "analyze", "suggest", "recommend", "strategy",
-        "find companies", "find contacts"
-    ])
-
-    if needs_agent:
-        token = get_hf_token(hf_token)
-        if not token:
-            return history + [[message, "⚠️ Please enter your HuggingFace token to use AI features."]], ""
-
-        # For complex queries, show a message that AI features require the Prospects tab
-        response = f"""🤖 **AI-Powered Action Requested**
-
-Your request "{message}" requires AI processing with MCP tools.
-
-**For best results, use:**
-- **Prospects Tab** → Click "Find Prospects" to discover new companies
-- **Setup Tab** → Research your company
-
-**What I can help with here:**
-- View existing prospects, contacts, emails
-- Get summaries and details
-- Answer questions about your pipeline
-
-Try asking:
-- "List prospects"
-- "Tell me about [prospect name]"
-- "Show contacts"
+    # Check for specific prospect mention
+    mentioned_prospect = None
+    for p in knowledge_base["prospects"]:
+        if p.get("name", "").lower() in msg_lower:
+            mentioned_prospect = p
+            break
+
+    # Handle "find decision makers" / "find contacts" for a known prospect
+    if any(kw in msg_lower for kw in ["find decision", "find contact", "who works at", "contacts at"]):
+        if mentioned_prospect:
+            p_name = mentioned_prospect["name"]
+            p_name_lower = p_name.lower()
+            contacts = [c for c in knowledge_base["contacts"]
+                       if p_name_lower in c.get("company", "").lower()
+                       or c.get("company", "").lower() in p_name_lower]
+
+            if contacts:
+                response = f"## 👥 Decision Makers at {p_name}\n\n"
+                for c in contacts:
+                    response += f"**{c.get('name', 'Unknown')}** - {c.get('title', 'Unknown')}\n"
+                    response += f"   - Email: {c.get('email', 'Not available')}\n"
+                    response += f"   - Company: {c.get('company', p_name)}\n\n"
+            else:
+                response = f"No contacts found yet for **{p_name}**.\n\n"
+                response += "To find contacts, go to **Prospects Tab** and run **Find Prospects** again."
+            return history + [[message, response]], ""
+
+    # Handle "draft email" for a known prospect
+    if any(kw in msg_lower for kw in ["draft", "write", "compose", "email to", "create email"]):
+        if mentioned_prospect:
+            p_name = mentioned_prospect["name"]
+            p_name_lower = p_name.lower()
+
+            # Check if we already have an email for this prospect
+            existing_emails = [e for e in knowledge_base["emails"]
+                              if p_name_lower in e.get("prospect_company", "").lower()]
+
+            if existing_emails:
+                email = existing_emails[0]
+                response = f"## ✉️ Existing Email Draft for {p_name}\n\n"
+                response += f"**To:** {email.get('to', 'N/A')}\n"
+                response += f"**Subject:** {email.get('subject', 'N/A')}\n\n"
+                response += f"---\n\n{email.get('body', 'No content')}\n\n"
+                response += "---\n\n*This email was drafted during prospect discovery.*"
+            else:
+                # Generate a template based on prospect info
+                contacts = [c for c in knowledge_base["contacts"]
+                           if p_name_lower in c.get("company", "").lower()]
+                contact = contacts[0] if contacts else None
+
+                to_email = contact.get("email", "contact@" + p_name.lower().replace(" ", "") + ".com") if contact else f"contact@{p_name.lower().replace(' ', '')}.com"
+                contact_name = contact.get("name", "there").split()[0] if contact else "there"
+
+                response = f"## ✉️ Email Template for {p_name}\n\n"
+                response += f"**To:** {to_email}\n"
+                response += f"**Subject:** {client_name} + {p_name}: A Potential Partnership\n\n"
+                response += f"---\n\n"
+                response += f"Dear {contact_name},\n\n"
+                response += f"I came across {p_name} and was impressed by your work in {mentioned_prospect.get('industry', 'your industry')}.\n\n"
+                response += f"{mentioned_prospect.get('summary', '')}\n\n"
+                response += f"At {client_name}, we help companies like yours {mentioned_prospect.get('fit_reason', 'grow their business')}.\n\n"
+                response += f"Would you be open to a brief call to explore how we might work together?\n\n"
+                response += f"Best regards,\n[Your Name]\n{client_name}\n\n"
+                response += "---\n\n*This is a template. Customize it before sending.*"
+
+            return history + [[message, response]], ""
+
+    # Handle "suggest talking points" for a prospect
+    if any(kw in msg_lower for kw in ["talking point", "suggest", "recommend", "strategy"]):
+        if mentioned_prospect:
+            p_name = mentioned_prospect["name"]
+            response = f"## 💡 Talking Points for {p_name}\n\n"
+            response += f"**About {p_name}:**\n"
+            response += f"- Industry: {mentioned_prospect.get('industry', 'Unknown')}\n"
+            response += f"- {mentioned_prospect.get('summary', 'No summary available')}\n\n"
+            response += f"**Why they're a fit for {client_name}:**\n"
+            response += f"- {mentioned_prospect.get('fit_reason', 'Matches target customer profile')}\n\n"
+            response += f"**Suggested talking points:**\n"
+            response += f"1. Reference their focus on {mentioned_prospect.get('industry', 'their industry')}\n"
+            response += f"2. Highlight how {client_name} can help with scalability\n"
+            response += f"3. Mention success stories from similar companies\n"
+            response += f"4. Propose a specific next step (demo, call, pilot)\n"
+            return history + [[message, response]], ""
+
+    # For generic "search" or "research" - guide to prospects tab
+    if any(kw in msg_lower for kw in ["search for", "research", "find new", "discover", "look up"]):
+        response = f"""🔍 **Research Request**
+
+To search for new companies or research prospects, please use the **Prospects Tab**:
+
+1. Go to **Prospects** tab
+2. Enter the number of prospects to find
+3. Click **"Find Prospects & Contacts"**
+
+The AI will:
+- Search for companies matching {client_name}'s target market
+- Find decision makers at each company
+- Draft personalized outreach emails
+
+**Currently in your pipeline:**
+- Prospects: {len(knowledge_base['prospects'])}
+- Contacts: {len(knowledge_base['contacts'])}
+- Emails: {len(knowledge_base['emails'])}
 """
         return history + [[message, response]], ""