BEGIN TRANSITION from PIPELINE_STAGE with CONVERSATION_ONGOING into REPLY_OR_REMINDER (at 2024-04-08 07:54:09)
Context
{
"events": [
{
"id": 23292,
"body": "Hi Swadesh,\n\nI wanted to touch base regarding the agreement I sent over for your review. If you have any questions or need further clarification on any points, please feel free to reach out. We're keen to move forward together.",
"type": "email",
"title": "Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"swadesh76@gmail.com"
],
"full_name": "Swadesh Sharma",
"last_name": "Sharma",
"first_name": "Swadesh",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2023-12-19T09:55:53Z",
"message_id": null,
"recipients": [
"swadesh76@gmail.com"
],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 1600,
"body": "<strong>Location: </strong>https://us02web.zoom.us/j/86287576485?pwd=NUhhNXJKd21kZjdHMXVEb2Q0UkZqdz09</br></br><strong>Contact's Time Zone: </strong>Eastern Time - US & Canada</br></br>",
"type": "meeting",
"title": "Calendly: Intro to Meetings.bio",
"sender": null,
"persons": [
{
"emails": [
"swadesh76@gmail.com"
],
"full_name": "Swadesh Sharma",
"last_name": "Sharma",
"first_name": "Swadesh",
"organizations": []
}
],
"direction": "EventDirection.BIDIRECTIONAL",
"timestamp": "2023-12-12T20:30:00Z",
"message_id": null,
"recipients": null,
"cc_recipients": null,
"bcc_recipients": null
},
{
"id": 23262,
"body": "Hi Swadesh,\n\nThank you for your time. Attached is an agreement for you to review. Please also add your company details and other missing contact details. Send it back to me and I will send it for eSignature.",
"type": "email",
"title": "Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"swadesh76@gmail.com"
],
"full_name": "Swadesh Sharma",
"last_name": "Sharma",
"first_name": "Swadesh",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2023-12-12T20:55:03.147Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 23504,
"body": "Swadesh,\n\nKindly following up to check if we should add the cap to the agreement or you are ok with agreeing on it during the onboarding process?\n\nOther than that, the agreement looks good?",
"type": "email",
"title": "Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"swadesh76@gmail.com"
],
"full_name": "Swadesh Sharma",
"last_name": "Sharma",
"first_name": "Swadesh",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-02-20T21:15:10.717Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 1641,
"body": "<strong>Location: </strong>https://us06web.zoom.us/j/82362150258?pwd=UkpfrDIYlVw9sQtFPOKVnQJRI89HFw.1</br></br><strong>Contact's Time Zone: </strong>Eastern Time - US & Canada</br></br>",
"type": "meeting",
"title": "Calendly: Intro to Meetings.bio",
"sender": null,
"persons": [
{
"emails": [
"swadesh76@gmail.com"
],
"full_name": "Swadesh Sharma",
"last_name": "Sharma",
"first_name": "Swadesh",
"organizations": []
}
],
"direction": "EventDirection.BIDIRECTIONAL",
"timestamp": "2024-03-21T11:45:00Z",
"message_id": null,
"recipients": null,
"cc_recipients": null,
"bcc_recipients": null
},
{
"id": 23362,
"body": "Hi Swadesh,\n\nI'd like to ensure you have everything you need to make an informed decision. If you'd like to discuss any aspects of the agreement or have questions, please schedule a time for us to talk at https://calendly.com/meetings_bio/30min.\n\nLooking forward to moving ahead together.",
"type": "email",
"title": "Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"swadesh76@gmail.com"
],
"full_name": "Swadesh Sharma",
"last_name": "Sharma",
"first_name": "Swadesh",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-01-09T07:53:02Z",
"message_id": null,
"recipients": [
"swadesh76@gmail.com"
],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 23419,
"body": "Swadesh,\n\nwould you like to see the cap incorporated into the agreement or is it ok to define it during the onboarding process?",
"type": "email",
"title": "Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"swadesh76@gmail.com"
],
"full_name": "Swadesh Sharma",
"last_name": "Sharma",
"first_name": "Swadesh",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-01-22T23:02:46.194Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 23234,
"body": "Hello Swadesh,\n\nThank you for reaching out and booking a call. Based on your email I am not sure what company you work at. Could you please kindly send me the link to your company's website so I can skim through and have a rough understanding of your business prior to the call?\n\nDo you have any specific topics you would like to discuss next week?",
"type": "email",
"title": "Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"swadesh76@gmail.com"
],
"full_name": "Swadesh Sharma",
"last_name": "Sharma",
"first_name": "Swadesh",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2023-12-06T20:26:31.414Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 23381,
"body": "Hi Swadesh,\n\nSure, we can put a cap on, let's say 4 meetings per month, to keep your budget under control. If you want, we can add this to the agreement and increase later if needed, or just agree on this during the onboarding and we'll make sure we don't go over it.\n\nWhat would you prefer?",
"type": "email",
"title": "Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"swadesh76@gmail.com"
],
"full_name": "Swadesh Sharma",
"last_name": "Sharma",
"first_name": "Swadesh",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-01-11T21:29:00Z",
"message_id": null,
"recipients": [
"swadesh76@gmail.com, swadesh76@yahoo.com"
],
"cc_recipients": [],
"bcc_recipients": []
}
],
"offering": null,
"deal_name": "turboregs",
"prospects": [
{
"emails": [
"swadesh76@gmail.com"
],
"full_name": "Swadesh Sharma",
"last_name": "Sharma",
"first_name": "Swadesh",
"organizations": []
}
],
"deal_owner_email": "klemen@meetings.bio",
"primary_prospect": {
"emails": [
"swadesh76@gmail.com"
],
"full_name": "Swadesh Sharma",
"last_name": "Sharma",
"first_name": "Swadesh",
"organizations": []
},
"deal_owner_full_name": "Klemen Hrovat",
"deal_owner_last_name": "Hrovat",
"deal_owner_first_name": "Klemen",
"deal_owner_customer_name": "Meetings.bio",
"deal_owner_customer_domain": "meetings.bio",
"primary_prospect_organization": null
}
Entity
{
"id": 32007,
"deal": {
"id": 534,
"name": "turboregs",
"owner": 2,
"stage": 4,
"public_id": "17f93665-4b29-45d4-88d1-73a481e735c7",
"external_id": "16478237562",
"last_modified_in_crm": null
},
"vars": null,
"state": null,
"status": "INITIATED",
"next_task": null,
"events_hash": null,
"fingerprint": null,
"next_task_key": null
}
--- MODEL INVOCATION 'pipeline_stage 0 GPT_4' at cost $0.0683 (at 2024-04-08 07:54:09)
Prompt
{
"model": "gpt-4-0125-preview",
"messages": [
{
"role": "system",
"content": "The user will provide text that you need to parse into a structured form.\nTo validate your response, you must call the `format_response` function.\nUse the provided text and context to extract, deduce, or infer\nany parameters needed by `format_response`, including any missing data.\n\nAlso note that: Below is an email exchange between a seller whose name is Klemen Hrovat and a buyer. You task is to determine into which sales pipeline stage this deal would need to be categorized. The deal is represented by the given communication and accompanying metadata.\n\nThe following pipeline stages are available: LEAD, EXPLORATORY, PROPOSAL, CLOSING, NOT_NOW, CLOSED_WON, CLOSED_LOST.\n\nThe following are the requirements that need to be met in order to categorize the conversation into one of the pipeline stages:\n\n* LEAD:\n\n- No meetings were yet scheduled between the seller and the buyer.\n- There is no indication that the buyer does not want to proceed, there is no indication that it is bad timing.\n- The deal is not yet at the stage when a written proposal is suppose to be or was sent to the buyer.\n- There is no indication that sufficient information about offering was delivered to the buyer so that it is possible to move forward with closing.\n- There is no indication that an agreement has been delivered to the buyer or signed by the buyer.\n\n\n* EXPLORATORY:\n\n- The introductory meeting was already scheduled.\n- There is no indication that the buyer does not want to proceed, there is no indication that it is bad timing.\n- The deal is not yet at the stage when a written proposal is suppose to be or was sent to the buyer.\n- There is no indication that sufficient information about offering was delivered to the buyer so that it is possible to move forward with closing.\n- There is no indication that an agreement has been delivered to the buyer or signed by the buyer.\n\n\n* PROPOSAL:\n\n- There is a clear indication that a written proposal needs to be sent to the buyer (but was not sent yet).\n- There is no indication that the buyer does not want to proceed, there is no indication that it is bad timing.\n- There is no indication that sufficient information about offering was delivered to the buyer so that it is possible to move forward with closing.\n- There is no indication that an agreement has been delivered to the buyer or signed by the buyer.\n\n\n* CLOSING:\n\n- There is a clear indication that a written proposal has been delivered to the buyer, or there is an explicit notion that sufficient information about offering was delivered to the buyer so that it is possible to move forward with closing.\n- There is no indication that the buyer does not want to proceed, there is no indication that it is bad timing.\n- There is no indication that an agreement has been delivered to the buyer or signed by the buyer.\n\n\n* NOT_NOW\n\n- There is an indication from the buyer that the timing is not right to proceed with the deal.\n- There is no indication that the buyer does not want to proceed in general.\n- There is no indication that an agreement has been delivered to the buyer or signed by the buyer.\n\n\n* CLOSED_WON\n\n- There is a clear indication that the agreement was signed by the buyer.\n- IMPORTANT: It needs to be very clear and explicit that the agreement was signed. It is not good enough if the agreement is about to be signed. If the agreement is in the process of being signed but was not signed yet, you should classify the deal into \"CLOSING\".\n\n\n* CLOSED_LOST\n\n- There is a clear indication that the buyer does not want to proceed with deal (as in not being interested).\n- There is no indication that an agreement has been delivered to the buyer or signed by the buyer.\n\n\nTake special care when classifying into CLOSED_WON and CLOSED_LOST categories. The deal is considered CLOSED_LOST if and only if the buyer expressed very explicitly that they do not want to receive any further emails or that they are not interested. The deal is considered CLOSED_WON if and only if it is clear that the agreement was already signed and that the deal has been successfully closed. If you are unsure whether the deal has already been closed or not, rather select one of the non-closed categories.\n\n---\n\nThe following conversation needs to be examined and categorized:\n\n\nYou have been provided the following context to perform your task:\n - The current time is 2024-04-08 07:54:09.233664."
},
{
"role": "user",
"content": "The text to parse:\nEVENT TYPE: meeting (Bidirectional)\nSUBJECT: Calendly: Intro to Meetings.bio\nSENDERS: None\nTIME: 2024-03-21 11:45:00+00:00\n\nBODY:\n\n<strong>Location: </strong>https://us06web.zoom.us/j/82362150258?pwd=UkpfrDIYlVw9sQtFPOKVnQJRI89HFw.1</br></br><strong>Contact's Time Zone: </strong>Eastern Time - US & Canada</br></br>\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio\nSENDERS: klemen@meetings.bio\nRECIPIENTS: swadesh76@gmail.com\nTIME: 2024-01-09 07:53:02+00:00\n\nBODY:\n\nHi Swadesh,\n\nI'd like to ensure you have everything you need to make an informed decision. If you'd like to discuss any aspects of the agreement or have questions, please schedule a time for us to talk at https://calendly.com/meetings_bio/30min.\n\nLooking forward to moving ahead together.\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio\nSENDERS: klemen@meetings.bio\nTIME: 2024-01-22 23:02:46.194000+00:00\n\nBODY:\n\nSwadesh,\n\nwould you like to see the cap incorporated into the agreement or is it ok to define it during the onboarding process?\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio\nSENDERS: klemen@meetings.bio\nTIME: 2023-12-06 20:26:31.414000+00:00\n\nBODY:\n\nHello Swadesh,\n\nThank you for reaching out and booking a call. Based on your email I am not sure what company you work at. Could you please kindly send me the link to your company's website so I can skim through and have a rough understanding of your business prior to the call?\n\nDo you have any specific topics you would like to discuss next week?\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio\nSENDERS: klemen@meetings.bio\nRECIPIENTS: swadesh76@gmail.com, swadesh76@yahoo.com\nTIME: 2024-01-11 21:29:00+00:00\n\nBODY:\n\nHi Swadesh,\n\nSure, we can put a cap on, let's say 4 meetings per month, to keep your budget under control. If you want, we can add this to the agreement and increase later if needed, or just agree on this during the onboarding and we'll make sure we don't go over it.\n\nWhat would you prefer?\n\n-- END OF MESSAGE --\n\n-=-\n\nTo avoid any doubt, this is the LAST EVENT:\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio\nSENDERS: klemen@meetings.bio\nRECIPIENTS: swadesh76@gmail.com, swadesh76@yahoo.com\nTIME: 2024-01-11 21:29:00+00:00\n\nBODY:\n\nHi Swadesh,\n\nSure, we can put a cap on, let's say 4 meetings per month, to keep your budget under control. If you want, we can add this to the agreement and increase later if needed, or just agree on this during the onboarding and we'll make sure we don't go over it.\n\nWhat would you prefer?\n\n-- END OF MESSAGE --\n\n-=-\n\nADDITIONAL CONTEXT:\n\nDEAL NAME: turboregs\nOFFERING: None\nDEAL OWNER: Klemen Hrovat\nDEAL OWNER EMAIL: klemen@meetings.bio\nDEAL OWNER COMPANY: Meetings.bio\nPROSPECT NAME: Swadesh Sharma\nPROSPECT COMPANY: None"
}
],
"functions": [
{
"name": "format_response",
"parameters": {
"type": "object",
"required": [
"category",
"explanation"
],
"properties": {
"category": {
"enum": [
"LEAD",
"EXPLORATORY",
"PROPOSAL",
"CLOSING",
"NOT_NOW",
"CLOSED_WON",
"CLOSED_LOST"
],
"type": "string",
"title": "Category"
},
"explanation": {
"type": "string",
"title": "Explanation"
}
}
}
}
],
"max_tokens": 1500,
"temperature": 0.0,
"function_call": {
"name": "format_response"
},
"request_timeout": 600
}
Events
The text to parse:
EVENT TYPE: meeting (Bidirectional)
SUBJECT: Calendly: Intro to Meetings.bio
SENDERS: None
TIME: 2024-03-21 11:45:00+00:00
BODY:
<strong>Location: </strong>https://us06web.zoom.us/j/82362150258?pwd=UkpfrDIYlVw9sQtFPOKVnQJRI89HFw.1</br></br><strong>Contact's Time Zone: </strong>Eastern Time - US & Canada</br></br>
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio
SENDERS: klemen@meetings.bio
RECIPIENTS: swadesh76@gmail.com
TIME: 2024-01-09 07:53:02+00:00
BODY:
Hi Swadesh,
I'd like to ensure you have everything you need to make an informed decision. If you'd like to discuss any aspects of the agreement or have questions, please schedule a time for us to talk at https://calendly.com/meetings_bio/30min.
Looking forward to moving ahead together.
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio
SENDERS: klemen@meetings.bio
TIME: 2024-01-22 23:02:46.194000+00:00
BODY:
Swadesh,
would you like to see the cap incorporated into the agreement or is it ok to define it during the onboarding process?
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio
SENDERS: klemen@meetings.bio
TIME: 2023-12-06 20:26:31.414000+00:00
BODY:
Hello Swadesh,
Thank you for reaching out and booking a call. Based on your email I am not sure what company you work at. Could you please kindly send me the link to your company's website so I can skim through and have a rough understanding of your business prior to the call?
Do you have any specific topics you would like to discuss next week?
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio
SENDERS: klemen@meetings.bio
RECIPIENTS: swadesh76@gmail.com, swadesh76@yahoo.com
TIME: 2024-01-11 21:29:00+00:00
BODY:
Hi Swadesh,
Sure, we can put a cap on, let's say 4 meetings per month, to keep your budget under control. If you want, we can add this to the agreement and increase later if needed, or just agree on this during the onboarding and we'll make sure we don't go over it.
What would you prefer?
-- END OF MESSAGE --
-=-
To avoid any doubt, this is the LAST EVENT:
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio
SENDERS: klemen@meetings.bio
RECIPIENTS: swadesh76@gmail.com, swadesh76@yahoo.com
TIME: 2024-01-11 21:29:00+00:00
BODY:
Hi Swadesh,
Sure, we can put a cap on, let's say 4 meetings per month, to keep your budget under control. If you want, we can add this to the agreement and increase later if needed, or just agree on this during the onboarding and we'll make sure we don't go over it.
What would you prefer?
-- END OF MESSAGE --
-=-
ADDITIONAL CONTEXT:
DEAL NAME: turboregs
OFFERING: None
DEAL OWNER: Klemen Hrovat
DEAL OWNER EMAIL: klemen@meetings.bio
DEAL OWNER COMPANY: Meetings.bio
PROSPECT NAME: Swadesh Sharma
PROSPECT COMPANY: None
Response
{
"id": "chatcmpl-9Be7N2ijeblEjovv5INY4y7mlebZh",
"model": "gpt-4-0125-preview",
"usage": {
"total_tokens": 2121,
"prompt_tokens": 1965,
"completion_tokens": 156
},
"object": "chat.completion",
"choices": [
{
"index": 0,
"message": {
"role": "assistant",
"content": null,
"function_call": {
"name": "format_response",
"arguments": "{\"category\":\"CLOSING\",\"explanation\":\"The conversation indicates that a meeting has already taken place, as evidenced by the email from Klemen Hrovat thanking Swadesh Sharma for booking a call. Furthermore, there are discussions about specific aspects of the agreement, such as incorporating a cap into the agreement or defining it during the onboarding process, and ensuring Swadesh has everything needed to make an informed decision. These discussions suggest that sufficient information about the offering has been delivered to Swadesh, allowing for the possibility of moving forward with closing. However, there is no indication that an agreement has been delivered to or signed by Swadesh, which would be necessary for categorizing the deal as CLOSED_WON. Therefore, the appropriate stage for this deal is CLOSING.\"}"
}
},
"logprobs": null,
"finish_reason": "stop"
}
],
"created": 1712562849,
"system_fingerprint": "fp_b77cb481ed"
}
--- MODEL INVOCATION 'pipeline_stage_lead 0 GPT_4' at cost $0.0475 (at 2024-04-08 07:54:17)
Prompt
{
"model": "gpt-4-0125-preview",
"messages": [
{
"role": "system",
"content": "The user will provide text that you need to parse into a structured form.\nTo validate your response, you must call the `format_response` function.\nUse the provided text and context to extract, deduce, or infer\nany parameters needed by `format_response`, including any missing data.\n\nAlso note that: Below is an email exchange between a seller whose name is Klemen Hrovat and a buyer. You task is to determine whether the given conversation conforms to the given requirements. \n\nYou should categorize it into \"YES\" if the deal indeed fulfills the requirements, or into \"NO\" if it does not.\n\nThese are the requirements that need to be fulfilled:\n\n* LEAD:\n\n- No meetings were yet scheduled between the seller and the buyer.\n- There is no indication that the buyer does not want to proceed, there is no indication that it is bad timing.\n- The deal is not yet at the stage when a written proposal is suppose to be or was sent to the buyer.\n- There is no indication that sufficient information about offering was delivered to the buyer so that it is possible to move forward with closing.\n- There is no indication that an agreement has been delivered to the buyer or signed by the buyer.\n\n\nPlease examine the conversation carefully and categorize the deal either into \"YES\" (as in \"yes, the deal fulfills the given requirements\"), or \"NO\" (as in \"no, this deal does not fulfill the given requirements\").\n\nThe following conversation needs to be examined and categorized:\n\n\nYou have been provided the following context to perform your task:\n - The current time is 2024-04-08 07:54:17.358467."
},
{
"role": "user",
"content": "The text to parse:\nEVENT TYPE: meeting (Bidirectional)\nSUBJECT: Calendly: Intro to Meetings.bio\nSENDERS: None\nTIME: 2024-03-21 11:45:00+00:00\n\nBODY:\n\n<strong>Location: </strong>https://us06web.zoom.us/j/82362150258?pwd=UkpfrDIYlVw9sQtFPOKVnQJRI89HFw.1</br></br><strong>Contact's Time Zone: </strong>Eastern Time - US & Canada</br></br>\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio\nSENDERS: klemen@meetings.bio\nRECIPIENTS: swadesh76@gmail.com\nTIME: 2024-01-09 07:53:02+00:00\n\nBODY:\n\nHi Swadesh,\n\nI'd like to ensure you have everything you need to make an informed decision. If you'd like to discuss any aspects of the agreement or have questions, please schedule a time for us to talk at https://calendly.com/meetings_bio/30min.\n\nLooking forward to moving ahead together.\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio\nSENDERS: klemen@meetings.bio\nTIME: 2024-01-22 23:02:46.194000+00:00\n\nBODY:\n\nSwadesh,\n\nwould you like to see the cap incorporated into the agreement or is it ok to define it during the onboarding process?\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio\nSENDERS: klemen@meetings.bio\nTIME: 2023-12-06 20:26:31.414000+00:00\n\nBODY:\n\nHello Swadesh,\n\nThank you for reaching out and booking a call. Based on your email I am not sure what company you work at. Could you please kindly send me the link to your company's website so I can skim through and have a rough understanding of your business prior to the call?\n\nDo you have any specific topics you would like to discuss next week?\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio\nSENDERS: klemen@meetings.bio\nRECIPIENTS: swadesh76@gmail.com, swadesh76@yahoo.com\nTIME: 2024-01-11 21:29:00+00:00\n\nBODY:\n\nHi Swadesh,\n\nSure, we can put a cap on, let's say 4 meetings per month, to keep your budget under control. If you want, we can add this to the agreement and increase later if needed, or just agree on this during the onboarding and we'll make sure we don't go over it.\n\nWhat would you prefer?\n\n-- END OF MESSAGE --\n\n-=-\n\nTo avoid any doubt, this is the LAST EVENT:\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio\nSENDERS: klemen@meetings.bio\nRECIPIENTS: swadesh76@gmail.com, swadesh76@yahoo.com\nTIME: 2024-01-11 21:29:00+00:00\n\nBODY:\n\nHi Swadesh,\n\nSure, we can put a cap on, let's say 4 meetings per month, to keep your budget under control. If you want, we can add this to the agreement and increase later if needed, or just agree on this during the onboarding and we'll make sure we don't go over it.\n\nWhat would you prefer?\n\n-- END OF MESSAGE --\n\n-=-\n\nADDITIONAL CONTEXT:\n\nDEAL NAME: turboregs\nOFFERING: None\nDEAL OWNER: Klemen Hrovat\nDEAL OWNER EMAIL: klemen@meetings.bio\nDEAL OWNER COMPANY: Meetings.bio\nPROSPECT NAME: Swadesh Sharma\nPROSPECT COMPANY: None"
}
],
"functions": [
{
"name": "format_response",
"parameters": {
"type": "object",
"required": [
"category",
"explanation"
],
"properties": {
"category": {
"enum": [
"YES",
"NO"
],
"type": "string",
"title": "Category"
},
"explanation": {
"type": "string",
"title": "Explanation"
}
}
}
}
],
"max_tokens": 1500,
"temperature": 0.0,
"function_call": {
"name": "format_response"
},
"request_timeout": 600
}
Events
The text to parse:
EVENT TYPE: meeting (Bidirectional)
SUBJECT: Calendly: Intro to Meetings.bio
SENDERS: None
TIME: 2024-03-21 11:45:00+00:00
BODY:
<strong>Location: </strong>https://us06web.zoom.us/j/82362150258?pwd=UkpfrDIYlVw9sQtFPOKVnQJRI89HFw.1</br></br><strong>Contact's Time Zone: </strong>Eastern Time - US & Canada</br></br>
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio
SENDERS: klemen@meetings.bio
RECIPIENTS: swadesh76@gmail.com
TIME: 2024-01-09 07:53:02+00:00
BODY:
Hi Swadesh,
I'd like to ensure you have everything you need to make an informed decision. If you'd like to discuss any aspects of the agreement or have questions, please schedule a time for us to talk at https://calendly.com/meetings_bio/30min.
Looking forward to moving ahead together.
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio
SENDERS: klemen@meetings.bio
TIME: 2024-01-22 23:02:46.194000+00:00
BODY:
Swadesh,
would you like to see the cap incorporated into the agreement or is it ok to define it during the onboarding process?
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio
SENDERS: klemen@meetings.bio
TIME: 2023-12-06 20:26:31.414000+00:00
BODY:
Hello Swadesh,
Thank you for reaching out and booking a call. Based on your email I am not sure what company you work at. Could you please kindly send me the link to your company's website so I can skim through and have a rough understanding of your business prior to the call?
Do you have any specific topics you would like to discuss next week?
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio
SENDERS: klemen@meetings.bio
RECIPIENTS: swadesh76@gmail.com, swadesh76@yahoo.com
TIME: 2024-01-11 21:29:00+00:00
BODY:
Hi Swadesh,
Sure, we can put a cap on, let's say 4 meetings per month, to keep your budget under control. If you want, we can add this to the agreement and increase later if needed, or just agree on this during the onboarding and we'll make sure we don't go over it.
What would you prefer?
-- END OF MESSAGE --
-=-
To avoid any doubt, this is the LAST EVENT:
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio
SENDERS: klemen@meetings.bio
RECIPIENTS: swadesh76@gmail.com, swadesh76@yahoo.com
TIME: 2024-01-11 21:29:00+00:00
BODY:
Hi Swadesh,
Sure, we can put a cap on, let's say 4 meetings per month, to keep your budget under control. If you want, we can add this to the agreement and increase later if needed, or just agree on this during the onboarding and we'll make sure we don't go over it.
What would you prefer?
-- END OF MESSAGE --
-=-
ADDITIONAL CONTEXT:
DEAL NAME: turboregs
OFFERING: None
DEAL OWNER: Klemen Hrovat
DEAL OWNER EMAIL: klemen@meetings.bio
DEAL OWNER COMPANY: Meetings.bio
PROSPECT NAME: Swadesh Sharma
PROSPECT COMPANY: None
Response
{
"id": "chatcmpl-9Be7VyyilG3JZP5vr1GceSWZKLPhV",
"model": "gpt-4-0125-preview",
"usage": {
"total_tokens": 1468,
"prompt_tokens": 1354,
"completion_tokens": 114
},
"object": "chat.completion",
"choices": [
{
"index": 0,
"message": {
"role": "assistant",
"content": null,
"function_call": {
"name": "format_response",
"arguments": "{\"category\":\"NO\",\"explanation\":\"The conversation indicates that a meeting was scheduled between the seller and the buyer, as shown by the event titled 'meeting (Bidirectional)' with a specific time and location provided. Additionally, there is discussion about incorporating specific terms into an agreement, suggesting that the deal has progressed to a stage where a written proposal or agreement is being considered or formulated. This contradicts the requirements that no meetings were yet scheduled and that the deal is not yet at the stage when a written proposal is supposed to be or was sent to the buyer.\"}"
}
},
"logprobs": null,
"finish_reason": "stop"
}
],
"created": 1712562857,
"system_fingerprint": "fp_b77cb481ed"
}
--- MODEL INVOCATION 'pipeline_stage_exploratory 0 GPT_4' at cost $0.0473 (at 2024-04-08 07:54:24)
Prompt
{
"model": "gpt-4-0125-preview",
"messages": [
{
"role": "system",
"content": "The user will provide text that you need to parse into a structured form.\nTo validate your response, you must call the `format_response` function.\nUse the provided text and context to extract, deduce, or infer\nany parameters needed by `format_response`, including any missing data.\n\nAlso note that: Below is an email exchange between a seller whose name is Klemen Hrovat and a buyer. You task is to determine whether the given conversation conforms to the given requirements. \n\nYou should categorize it into \"YES\" if the deal indeed fulfills the requirements, or into \"NO\" if it does not.\n\nThese are the requirements that need to be fulfilled:\n\n* EXPLORATORY:\n\n- The introductory meeting was already scheduled.\n- There is no indication that the buyer does not want to proceed, there is no indication that it is bad timing.\n- The deal is not yet at the stage when a written proposal is suppose to be or was sent to the buyer.\n- There is no indication that sufficient information about offering was delivered to the buyer so that it is possible to move forward with closing.\n- There is no indication that an agreement has been delivered to the buyer or signed by the buyer.\n\n\nPlease examine the conversation carefully and categorize the deal either into \"YES\" (as in \"yes, the deal fulfills the given requirements\"), or \"NO\" (as in \"no, this deal does not fulfill the given requirements\").\n\nThe following conversation needs to be examined and categorized:\n\n\nYou have been provided the following context to perform your task:\n - The current time is 2024-04-08 07:54:24.691330."
},
{
"role": "user",
"content": "The text to parse:\nEVENT TYPE: meeting (Bidirectional)\nSUBJECT: Calendly: Intro to Meetings.bio\nSENDERS: None\nTIME: 2024-03-21 11:45:00+00:00\n\nBODY:\n\n<strong>Location: </strong>https://us06web.zoom.us/j/82362150258?pwd=UkpfrDIYlVw9sQtFPOKVnQJRI89HFw.1</br></br><strong>Contact's Time Zone: </strong>Eastern Time - US & Canada</br></br>\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio\nSENDERS: klemen@meetings.bio\nRECIPIENTS: swadesh76@gmail.com\nTIME: 2024-01-09 07:53:02+00:00\n\nBODY:\n\nHi Swadesh,\n\nI'd like to ensure you have everything you need to make an informed decision. If you'd like to discuss any aspects of the agreement or have questions, please schedule a time for us to talk at https://calendly.com/meetings_bio/30min.\n\nLooking forward to moving ahead together.\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio\nSENDERS: klemen@meetings.bio\nTIME: 2024-01-22 23:02:46.194000+00:00\n\nBODY:\n\nSwadesh,\n\nwould you like to see the cap incorporated into the agreement or is it ok to define it during the onboarding process?\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio\nSENDERS: klemen@meetings.bio\nTIME: 2023-12-06 20:26:31.414000+00:00\n\nBODY:\n\nHello Swadesh,\n\nThank you for reaching out and booking a call. Based on your email I am not sure what company you work at. Could you please kindly send me the link to your company's website so I can skim through and have a rough understanding of your business prior to the call?\n\nDo you have any specific topics you would like to discuss next week?\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio\nSENDERS: klemen@meetings.bio\nRECIPIENTS: swadesh76@gmail.com, swadesh76@yahoo.com\nTIME: 2024-01-11 21:29:00+00:00\n\nBODY:\n\nHi Swadesh,\n\nSure, we can put a cap on, let's say 4 meetings per month, to keep your budget under control. If you want, we can add this to the agreement and increase later if needed, or just agree on this during the onboarding and we'll make sure we don't go over it.\n\nWhat would you prefer?\n\n-- END OF MESSAGE --\n\n-=-\n\nTo avoid any doubt, this is the LAST EVENT:\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio\nSENDERS: klemen@meetings.bio\nRECIPIENTS: swadesh76@gmail.com, swadesh76@yahoo.com\nTIME: 2024-01-11 21:29:00+00:00\n\nBODY:\n\nHi Swadesh,\n\nSure, we can put a cap on, let's say 4 meetings per month, to keep your budget under control. If you want, we can add this to the agreement and increase later if needed, or just agree on this during the onboarding and we'll make sure we don't go over it.\n\nWhat would you prefer?\n\n-- END OF MESSAGE --\n\n-=-\n\nADDITIONAL CONTEXT:\n\nDEAL NAME: turboregs\nOFFERING: None\nDEAL OWNER: Klemen Hrovat\nDEAL OWNER EMAIL: klemen@meetings.bio\nDEAL OWNER COMPANY: Meetings.bio\nPROSPECT NAME: Swadesh Sharma\nPROSPECT COMPANY: None"
}
],
"functions": [
{
"name": "format_response",
"parameters": {
"type": "object",
"required": [
"category",
"explanation"
],
"properties": {
"category": {
"enum": [
"YES",
"NO"
],
"type": "string",
"title": "Category"
},
"explanation": {
"type": "string",
"title": "Explanation"
}
}
}
}
],
"max_tokens": 1500,
"temperature": 0.0,
"function_call": {
"name": "format_response"
},
"request_timeout": 600
}
Events
The text to parse:
EVENT TYPE: meeting (Bidirectional)
SUBJECT: Calendly: Intro to Meetings.bio
SENDERS: None
TIME: 2024-03-21 11:45:00+00:00
BODY:
<strong>Location: </strong>https://us06web.zoom.us/j/82362150258?pwd=UkpfrDIYlVw9sQtFPOKVnQJRI89HFw.1</br></br><strong>Contact's Time Zone: </strong>Eastern Time - US & Canada</br></br>
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio
SENDERS: klemen@meetings.bio
RECIPIENTS: swadesh76@gmail.com
TIME: 2024-01-09 07:53:02+00:00
BODY:
Hi Swadesh,
I'd like to ensure you have everything you need to make an informed decision. If you'd like to discuss any aspects of the agreement or have questions, please schedule a time for us to talk at https://calendly.com/meetings_bio/30min.
Looking forward to moving ahead together.
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio
SENDERS: klemen@meetings.bio
TIME: 2024-01-22 23:02:46.194000+00:00
BODY:
Swadesh,
would you like to see the cap incorporated into the agreement or is it ok to define it during the onboarding process?
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio
SENDERS: klemen@meetings.bio
TIME: 2023-12-06 20:26:31.414000+00:00
BODY:
Hello Swadesh,
Thank you for reaching out and booking a call. Based on your email I am not sure what company you work at. Could you please kindly send me the link to your company's website so I can skim through and have a rough understanding of your business prior to the call?
Do you have any specific topics you would like to discuss next week?
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio
SENDERS: klemen@meetings.bio
RECIPIENTS: swadesh76@gmail.com, swadesh76@yahoo.com
TIME: 2024-01-11 21:29:00+00:00
BODY:
Hi Swadesh,
Sure, we can put a cap on, let's say 4 meetings per month, to keep your budget under control. If you want, we can add this to the agreement and increase later if needed, or just agree on this during the onboarding and we'll make sure we don't go over it.
What would you prefer?
-- END OF MESSAGE --
-=-
To avoid any doubt, this is the LAST EVENT:
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio
SENDERS: klemen@meetings.bio
RECIPIENTS: swadesh76@gmail.com, swadesh76@yahoo.com
TIME: 2024-01-11 21:29:00+00:00
BODY:
Hi Swadesh,
Sure, we can put a cap on, let's say 4 meetings per month, to keep your budget under control. If you want, we can add this to the agreement and increase later if needed, or just agree on this during the onboarding and we'll make sure we don't go over it.
What would you prefer?
-- END OF MESSAGE --
-=-
ADDITIONAL CONTEXT:
DEAL NAME: turboregs
OFFERING: None
DEAL OWNER: Klemen Hrovat
DEAL OWNER EMAIL: klemen@meetings.bio
DEAL OWNER COMPANY: Meetings.bio
PROSPECT NAME: Swadesh Sharma
PROSPECT COMPANY: None
Response
{
"id": "chatcmpl-9Be7chTe1MBin1KSTzdmwGvS6hC5u",
"model": "gpt-4-0125-preview",
"usage": {
"total_tokens": 1464,
"prompt_tokens": 1351,
"completion_tokens": 113
},
"object": "chat.completion",
"choices": [
{
"index": 0,
"message": {
"role": "assistant",
"content": null,
"function_call": {
"name": "format_response",
"arguments": "{\"category\":\"NO\",\"explanation\":\"The deal does not fulfill the given requirements because there is an indication that a written proposal or agreement is being discussed and potentially added to. Specifically, the email dated 2024-01-11 mentions discussing the inclusion of a cap on meetings per month in the agreement, indicating that the deal is at a stage where a written proposal or agreement is being considered or formulated. This contradicts the requirement that the deal should not yet be at the stage when a written proposal is supposed to be or was sent to the buyer.\"}"
}
},
"logprobs": null,
"finish_reason": "stop"
}
],
"created": 1712562864,
"system_fingerprint": "fp_b77cb481ed"
}
--- MODEL INVOCATION 'pipeline_stage_proposal 0 GPT_4' at cost $0.0491 (at 2024-04-08 07:54:30)
Prompt
{
"model": "gpt-4-0125-preview",
"messages": [
{
"role": "system",
"content": "The user will provide text that you need to parse into a structured form.\nTo validate your response, you must call the `format_response` function.\nUse the provided text and context to extract, deduce, or infer\nany parameters needed by `format_response`, including any missing data.\n\nAlso note that: Below is an email exchange between a seller whose name is Klemen Hrovat and a buyer. You task is to determine whether the given conversation conforms to the given requirements. \n\nYou should categorize it into \"YES\" if the deal indeed fulfills the requirements, or into \"NO\" if it does not.\n\nThese are the requirements that need to be fulfilled:\n\n* PROPOSAL:\n\n- There is a clear indication that a written proposal needs to be sent to the buyer (but was not sent yet).\n- There is no indication that the buyer does not want to proceed, there is no indication that it is bad timing.\n- There is no indication that sufficient information about offering was delivered to the buyer so that it is possible to move forward with closing.\n- There is no indication that an agreement has been delivered to the buyer or signed by the buyer.\n\n\nPlease examine the conversation carefully and categorize the deal either into \"YES\" (as in \"yes, the deal fulfills the given requirements\"), or \"NO\" (as in \"no, this deal does not fulfill the given requirements\").\n\nThe following conversation needs to be examined and categorized:\n\n\nYou have been provided the following context to perform your task:\n - The current time is 2024-04-08 07:54:30.375206."
},
{
"role": "user",
"content": "The text to parse:\nEVENT TYPE: meeting (Bidirectional)\nSUBJECT: Calendly: Intro to Meetings.bio\nSENDERS: None\nTIME: 2024-03-21 11:45:00+00:00\n\nBODY:\n\n<strong>Location: </strong>https://us06web.zoom.us/j/82362150258?pwd=UkpfrDIYlVw9sQtFPOKVnQJRI89HFw.1</br></br><strong>Contact's Time Zone: </strong>Eastern Time - US & Canada</br></br>\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio\nSENDERS: klemen@meetings.bio\nRECIPIENTS: swadesh76@gmail.com\nTIME: 2024-01-09 07:53:02+00:00\n\nBODY:\n\nHi Swadesh,\n\nI'd like to ensure you have everything you need to make an informed decision. If you'd like to discuss any aspects of the agreement or have questions, please schedule a time for us to talk at https://calendly.com/meetings_bio/30min.\n\nLooking forward to moving ahead together.\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio\nSENDERS: klemen@meetings.bio\nTIME: 2024-01-22 23:02:46.194000+00:00\n\nBODY:\n\nSwadesh,\n\nwould you like to see the cap incorporated into the agreement or is it ok to define it during the onboarding process?\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio\nSENDERS: klemen@meetings.bio\nTIME: 2023-12-06 20:26:31.414000+00:00\n\nBODY:\n\nHello Swadesh,\n\nThank you for reaching out and booking a call. Based on your email I am not sure what company you work at. Could you please kindly send me the link to your company's website so I can skim through and have a rough understanding of your business prior to the call?\n\nDo you have any specific topics you would like to discuss next week?\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio\nSENDERS: klemen@meetings.bio\nRECIPIENTS: swadesh76@gmail.com, swadesh76@yahoo.com\nTIME: 2024-01-11 21:29:00+00:00\n\nBODY:\n\nHi Swadesh,\n\nSure, we can put a cap on, let's say 4 meetings per month, to keep your budget under control. If you want, we can add this to the agreement and increase later if needed, or just agree on this during the onboarding and we'll make sure we don't go over it.\n\nWhat would you prefer?\n\n-- END OF MESSAGE --\n\n-=-\n\nTo avoid any doubt, this is the LAST EVENT:\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio\nSENDERS: klemen@meetings.bio\nRECIPIENTS: swadesh76@gmail.com, swadesh76@yahoo.com\nTIME: 2024-01-11 21:29:00+00:00\n\nBODY:\n\nHi Swadesh,\n\nSure, we can put a cap on, let's say 4 meetings per month, to keep your budget under control. If you want, we can add this to the agreement and increase later if needed, or just agree on this during the onboarding and we'll make sure we don't go over it.\n\nWhat would you prefer?\n\n-- END OF MESSAGE --\n\n-=-\n\nADDITIONAL CONTEXT:\n\nDEAL NAME: turboregs\nOFFERING: None\nDEAL OWNER: Klemen Hrovat\nDEAL OWNER EMAIL: klemen@meetings.bio\nDEAL OWNER COMPANY: Meetings.bio\nPROSPECT NAME: Swadesh Sharma\nPROSPECT COMPANY: None"
}
],
"functions": [
{
"name": "format_response",
"parameters": {
"type": "object",
"required": [
"category",
"explanation"
],
"properties": {
"category": {
"enum": [
"YES",
"NO"
],
"type": "string",
"title": "Category"
},
"explanation": {
"type": "string",
"title": "Explanation"
}
}
}
}
],
"max_tokens": 1500,
"temperature": 0.0,
"function_call": {
"name": "format_response"
},
"request_timeout": 600
}
Events
The text to parse:
EVENT TYPE: meeting (Bidirectional)
SUBJECT: Calendly: Intro to Meetings.bio
SENDERS: None
TIME: 2024-03-21 11:45:00+00:00
BODY:
<strong>Location: </strong>https://us06web.zoom.us/j/82362150258?pwd=UkpfrDIYlVw9sQtFPOKVnQJRI89HFw.1</br></br><strong>Contact's Time Zone: </strong>Eastern Time - US & Canada</br></br>
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio
SENDERS: klemen@meetings.bio
RECIPIENTS: swadesh76@gmail.com
TIME: 2024-01-09 07:53:02+00:00
BODY:
Hi Swadesh,
I'd like to ensure you have everything you need to make an informed decision. If you'd like to discuss any aspects of the agreement or have questions, please schedule a time for us to talk at https://calendly.com/meetings_bio/30min.
Looking forward to moving ahead together.
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio
SENDERS: klemen@meetings.bio
TIME: 2024-01-22 23:02:46.194000+00:00
BODY:
Swadesh,
would you like to see the cap incorporated into the agreement or is it ok to define it during the onboarding process?
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio
SENDERS: klemen@meetings.bio
TIME: 2023-12-06 20:26:31.414000+00:00
BODY:
Hello Swadesh,
Thank you for reaching out and booking a call. Based on your email I am not sure what company you work at. Could you please kindly send me the link to your company's website so I can skim through and have a rough understanding of your business prior to the call?
Do you have any specific topics you would like to discuss next week?
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio
SENDERS: klemen@meetings.bio
RECIPIENTS: swadesh76@gmail.com, swadesh76@yahoo.com
TIME: 2024-01-11 21:29:00+00:00
BODY:
Hi Swadesh,
Sure, we can put a cap on, let's say 4 meetings per month, to keep your budget under control. If you want, we can add this to the agreement and increase later if needed, or just agree on this during the onboarding and we'll make sure we don't go over it.
What would you prefer?
-- END OF MESSAGE --
-=-
To avoid any doubt, this is the LAST EVENT:
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio
SENDERS: klemen@meetings.bio
RECIPIENTS: swadesh76@gmail.com, swadesh76@yahoo.com
TIME: 2024-01-11 21:29:00+00:00
BODY:
Hi Swadesh,
Sure, we can put a cap on, let's say 4 meetings per month, to keep your budget under control. If you want, we can add this to the agreement and increase later if needed, or just agree on this during the onboarding and we'll make sure we don't go over it.
What would you prefer?
-- END OF MESSAGE --
-=-
ADDITIONAL CONTEXT:
DEAL NAME: turboregs
OFFERING: None
DEAL OWNER: Klemen Hrovat
DEAL OWNER EMAIL: klemen@meetings.bio
DEAL OWNER COMPANY: Meetings.bio
PROSPECT NAME: Swadesh Sharma
PROSPECT COMPANY: None
Response
{
"id": "chatcmpl-9Be7ig5No6RuH7YowsuBByBn3XzQG",
"model": "gpt-4-0125-preview",
"usage": {
"total_tokens": 1490,
"prompt_tokens": 1342,
"completion_tokens": 148
},
"object": "chat.completion",
"choices": [
{
"index": 0,
"message": {
"role": "assistant",
"content": null,
"function_call": {
"name": "format_response",
"arguments": "{\"category\":\"YES\",\"explanation\":\"The conversation indicates that a written proposal needs to be sent to the buyer, as seen in the last email where Klemen offers to add a cap to the agreement or decide on it during the onboarding process, implying that the agreement has not yet been finalized or sent. There is no indication that the buyer does not want to proceed or that it is a bad timing. Additionally, there is no indication that sufficient information about the offering has been delivered to the buyer to move forward with closing, as the conversation revolves around specific aspects of the potential agreement rather than the full details of the offering. Finally, there is no indication that an agreement has been delivered to the buyer or signed by the buyer.\"}"
}
},
"logprobs": null,
"finish_reason": "stop"
}
],
"created": 1712562870,
"system_fingerprint": "fp_b77cb481ed"
}
--- MODEL INVOCATION 'pipeline_stage_closing 0 GPT_4' at cost $0.0507 (at 2024-04-08 07:54:37)
Prompt
{
"model": "gpt-4-0125-preview",
"messages": [
{
"role": "system",
"content": "The user will provide text that you need to parse into a structured form.\nTo validate your response, you must call the `format_response` function.\nUse the provided text and context to extract, deduce, or infer\nany parameters needed by `format_response`, including any missing data.\n\nAlso note that: Below is an email exchange between a seller whose name is Klemen Hrovat and a buyer. You task is to determine whether the given conversation conforms to the given requirements. \n\nYou should categorize it into \"YES\" if the deal indeed fulfills the requirements, or into \"NO\" if it does not.\n\nThese are the requirements that need to be fulfilled:\n\n* CLOSING:\n\n- There is a clear indication that a written proposal has been delivered to the buyer, or there is an explicit notion that sufficient information about offering was delivered to the buyer so that it is possible to move forward with closing.\n- There is no indication that the buyer does not want to proceed, there is no indication that it is bad timing.\n- There is no indication that an agreement has been delivered to the buyer or signed by the buyer.\n\n\nPlease examine the conversation carefully and categorize the deal either into \"YES\" (as in \"yes, the deal fulfills the given requirements\"), or \"NO\" (as in \"no, this deal does not fulfill the given requirements\").\n\nThe following conversation needs to be examined and categorized:'\n\n\nYou have been provided the following context to perform your task:\n - The current time is 2024-04-08 07:54:37.703243."
},
{
"role": "user",
"content": "The text to parse:\nEVENT TYPE: meeting (Bidirectional)\nSUBJECT: Calendly: Intro to Meetings.bio\nSENDERS: None\nTIME: 2024-03-21 11:45:00+00:00\n\nBODY:\n\n<strong>Location: </strong>https://us06web.zoom.us/j/82362150258?pwd=UkpfrDIYlVw9sQtFPOKVnQJRI89HFw.1</br></br><strong>Contact's Time Zone: </strong>Eastern Time - US & Canada</br></br>\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio\nSENDERS: klemen@meetings.bio\nRECIPIENTS: swadesh76@gmail.com\nTIME: 2024-01-09 07:53:02+00:00\n\nBODY:\n\nHi Swadesh,\n\nI'd like to ensure you have everything you need to make an informed decision. If you'd like to discuss any aspects of the agreement or have questions, please schedule a time for us to talk at https://calendly.com/meetings_bio/30min.\n\nLooking forward to moving ahead together.\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio\nSENDERS: klemen@meetings.bio\nTIME: 2024-01-22 23:02:46.194000+00:00\n\nBODY:\n\nSwadesh,\n\nwould you like to see the cap incorporated into the agreement or is it ok to define it during the onboarding process?\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio\nSENDERS: klemen@meetings.bio\nTIME: 2023-12-06 20:26:31.414000+00:00\n\nBODY:\n\nHello Swadesh,\n\nThank you for reaching out and booking a call. Based on your email I am not sure what company you work at. Could you please kindly send me the link to your company's website so I can skim through and have a rough understanding of your business prior to the call?\n\nDo you have any specific topics you would like to discuss next week?\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio\nSENDERS: klemen@meetings.bio\nRECIPIENTS: swadesh76@gmail.com, swadesh76@yahoo.com\nTIME: 2024-01-11 21:29:00+00:00\n\nBODY:\n\nHi Swadesh,\n\nSure, we can put a cap on, let's say 4 meetings per month, to keep your budget under control. If you want, we can add this to the agreement and increase later if needed, or just agree on this during the onboarding and we'll make sure we don't go over it.\n\nWhat would you prefer?\n\n-- END OF MESSAGE --\n\n-=-\n\nTo avoid any doubt, this is the LAST EVENT:\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio\nSENDERS: klemen@meetings.bio\nRECIPIENTS: swadesh76@gmail.com, swadesh76@yahoo.com\nTIME: 2024-01-11 21:29:00+00:00\n\nBODY:\n\nHi Swadesh,\n\nSure, we can put a cap on, let's say 4 meetings per month, to keep your budget under control. If you want, we can add this to the agreement and increase later if needed, or just agree on this during the onboarding and we'll make sure we don't go over it.\n\nWhat would you prefer?\n\n-- END OF MESSAGE --\n\n-=-\n\nADDITIONAL CONTEXT:\n\nDEAL NAME: turboregs\nOFFERING: None\nDEAL OWNER: Klemen Hrovat\nDEAL OWNER EMAIL: klemen@meetings.bio\nDEAL OWNER COMPANY: Meetings.bio\nPROSPECT NAME: Swadesh Sharma\nPROSPECT COMPANY: None"
}
],
"functions": [
{
"name": "format_response",
"parameters": {
"type": "object",
"required": [
"category",
"explanation"
],
"properties": {
"category": {
"enum": [
"YES",
"NO"
],
"type": "string",
"title": "Category"
},
"explanation": {
"type": "string",
"title": "Explanation"
}
}
}
}
],
"max_tokens": 1500,
"temperature": 0.0,
"function_call": {
"name": "format_response"
},
"request_timeout": 600
}
Events
The text to parse:
EVENT TYPE: meeting (Bidirectional)
SUBJECT: Calendly: Intro to Meetings.bio
SENDERS: None
TIME: 2024-03-21 11:45:00+00:00
BODY:
<strong>Location: </strong>https://us06web.zoom.us/j/82362150258?pwd=UkpfrDIYlVw9sQtFPOKVnQJRI89HFw.1</br></br><strong>Contact's Time Zone: </strong>Eastern Time - US & Canada</br></br>
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio
SENDERS: klemen@meetings.bio
RECIPIENTS: swadesh76@gmail.com
TIME: 2024-01-09 07:53:02+00:00
BODY:
Hi Swadesh,
I'd like to ensure you have everything you need to make an informed decision. If you'd like to discuss any aspects of the agreement or have questions, please schedule a time for us to talk at https://calendly.com/meetings_bio/30min.
Looking forward to moving ahead together.
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio
SENDERS: klemen@meetings.bio
TIME: 2024-01-22 23:02:46.194000+00:00
BODY:
Swadesh,
would you like to see the cap incorporated into the agreement or is it ok to define it during the onboarding process?
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio
SENDERS: klemen@meetings.bio
TIME: 2023-12-06 20:26:31.414000+00:00
BODY:
Hello Swadesh,
Thank you for reaching out and booking a call. Based on your email I am not sure what company you work at. Could you please kindly send me the link to your company's website so I can skim through and have a rough understanding of your business prior to the call?
Do you have any specific topics you would like to discuss next week?
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio
SENDERS: klemen@meetings.bio
RECIPIENTS: swadesh76@gmail.com, swadesh76@yahoo.com
TIME: 2024-01-11 21:29:00+00:00
BODY:
Hi Swadesh,
Sure, we can put a cap on, let's say 4 meetings per month, to keep your budget under control. If you want, we can add this to the agreement and increase later if needed, or just agree on this during the onboarding and we'll make sure we don't go over it.
What would you prefer?
-- END OF MESSAGE --
-=-
To avoid any doubt, this is the LAST EVENT:
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio
SENDERS: klemen@meetings.bio
RECIPIENTS: swadesh76@gmail.com, swadesh76@yahoo.com
TIME: 2024-01-11 21:29:00+00:00
BODY:
Hi Swadesh,
Sure, we can put a cap on, let's say 4 meetings per month, to keep your budget under control. If you want, we can add this to the agreement and increase later if needed, or just agree on this during the onboarding and we'll make sure we don't go over it.
What would you prefer?
-- END OF MESSAGE --
-=-
ADDITIONAL CONTEXT:
DEAL NAME: turboregs
OFFERING: None
DEAL OWNER: Klemen Hrovat
DEAL OWNER EMAIL: klemen@meetings.bio
DEAL OWNER COMPANY: Meetings.bio
PROSPECT NAME: Swadesh Sharma
PROSPECT COMPANY: None
Response
{
"id": "chatcmpl-9Be7qkUi1vPRj8z7yaMFbomkWjXrN",
"model": "gpt-4-0125-preview",
"usage": {
"total_tokens": 1514,
"prompt_tokens": 1337,
"completion_tokens": 177
},
"object": "chat.completion",
"choices": [
{
"index": 0,
"message": {
"role": "assistant",
"content": null,
"function_call": {
"name": "format_response",
"arguments": "{\"category\":\"NO\",\"explanation\":\"The conversation shows that Klemen Hrovat, the seller, has been actively engaging with the buyer, Swadesh Sharma, by providing information and discussing aspects of the agreement. However, there is no clear indication that a written proposal has been delivered to the buyer. The emails suggest ongoing discussions about the terms of the agreement, such as incorporating a cap into the agreement or defining it during the onboarding process, but there is no explicit mention of a proposal being delivered or sufficient information provided to move forward with closing. Additionally, the conversation does not confirm that the buyer has agreed to proceed without any reservations. Therefore, the deal does not fulfill the requirements for closing as there is no explicit notion that sufficient information about the offering was delivered to the buyer to move forward with closing, and there is no confirmation of the buyer's intent to proceed.\"}"
}
},
"logprobs": null,
"finish_reason": "stop"
}
],
"created": 1712562878,
"system_fingerprint": "fp_b77cb481ed"
}
--- MODEL INVOCATION 'pipeline_stage_not_now 0 GPT_4' at cost $0.0464 (at 2024-04-08 07:54:44)
Prompt
{
"model": "gpt-4-0125-preview",
"messages": [
{
"role": "system",
"content": "The user will provide text that you need to parse into a structured form.\nTo validate your response, you must call the `format_response` function.\nUse the provided text and context to extract, deduce, or infer\nany parameters needed by `format_response`, including any missing data.\n\nAlso note that: Below is an email exchange between a seller whose name is Klemen Hrovat and a buyer. You task is to determine whether the given conversation conforms to the given requirements. \n\nYou should categorize it into \"YES\" if the deal indeed fulfills the requirements, or into \"NO\" if it does not.\n\nThese are the requirements that need to be fulfilled:\n\n* NOT_NOW\n\n- There is an indication from the buyer that the timing is not right to proceed with the deal.\n- There is no indication that the buyer does not want to proceed in general.\n- There is no indication that an agreement has been delivered to the buyer or signed by the buyer.\n\n\nPlease examine the conversation carefully and categorize the deal either into \"YES\" (as in \"yes, the deal fulfills the given requirements\"), or \"NO\" (as in \"no, this deal does not fulfill the given requirements\").\n\nThe following conversation needs to be examined and categorized:\n\n\nYou have been provided the following context to perform your task:\n - The current time is 2024-04-08 07:54:44.211393."
},
{
"role": "user",
"content": "The text to parse:\nEVENT TYPE: meeting (Bidirectional)\nSUBJECT: Calendly: Intro to Meetings.bio\nSENDERS: None\nTIME: 2024-03-21 11:45:00+00:00\n\nBODY:\n\n<strong>Location: </strong>https://us06web.zoom.us/j/82362150258?pwd=UkpfrDIYlVw9sQtFPOKVnQJRI89HFw.1</br></br><strong>Contact's Time Zone: </strong>Eastern Time - US & Canada</br></br>\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio\nSENDERS: klemen@meetings.bio\nRECIPIENTS: swadesh76@gmail.com\nTIME: 2024-01-09 07:53:02+00:00\n\nBODY:\n\nHi Swadesh,\n\nI'd like to ensure you have everything you need to make an informed decision. If you'd like to discuss any aspects of the agreement or have questions, please schedule a time for us to talk at https://calendly.com/meetings_bio/30min.\n\nLooking forward to moving ahead together.\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio\nSENDERS: klemen@meetings.bio\nTIME: 2024-01-22 23:02:46.194000+00:00\n\nBODY:\n\nSwadesh,\n\nwould you like to see the cap incorporated into the agreement or is it ok to define it during the onboarding process?\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio\nSENDERS: klemen@meetings.bio\nTIME: 2023-12-06 20:26:31.414000+00:00\n\nBODY:\n\nHello Swadesh,\n\nThank you for reaching out and booking a call. Based on your email I am not sure what company you work at. Could you please kindly send me the link to your company's website so I can skim through and have a rough understanding of your business prior to the call?\n\nDo you have any specific topics you would like to discuss next week?\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio\nSENDERS: klemen@meetings.bio\nRECIPIENTS: swadesh76@gmail.com, swadesh76@yahoo.com\nTIME: 2024-01-11 21:29:00+00:00\n\nBODY:\n\nHi Swadesh,\n\nSure, we can put a cap on, let's say 4 meetings per month, to keep your budget under control. If you want, we can add this to the agreement and increase later if needed, or just agree on this during the onboarding and we'll make sure we don't go over it.\n\nWhat would you prefer?\n\n-- END OF MESSAGE --\n\n-=-\n\nTo avoid any doubt, this is the LAST EVENT:\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio\nSENDERS: klemen@meetings.bio\nRECIPIENTS: swadesh76@gmail.com, swadesh76@yahoo.com\nTIME: 2024-01-11 21:29:00+00:00\n\nBODY:\n\nHi Swadesh,\n\nSure, we can put a cap on, let's say 4 meetings per month, to keep your budget under control. If you want, we can add this to the agreement and increase later if needed, or just agree on this during the onboarding and we'll make sure we don't go over it.\n\nWhat would you prefer?\n\n-- END OF MESSAGE --\n\n-=-\n\nADDITIONAL CONTEXT:\n\nDEAL NAME: turboregs\nOFFERING: None\nDEAL OWNER: Klemen Hrovat\nDEAL OWNER EMAIL: klemen@meetings.bio\nDEAL OWNER COMPANY: Meetings.bio\nPROSPECT NAME: Swadesh Sharma\nPROSPECT COMPANY: None"
}
],
"functions": [
{
"name": "format_response",
"parameters": {
"type": "object",
"required": [
"category",
"explanation"
],
"properties": {
"category": {
"enum": [
"YES",
"NO"
],
"type": "string",
"title": "Category"
},
"explanation": {
"type": "string",
"title": "Explanation"
}
}
}
}
],
"max_tokens": 1500,
"temperature": 0.0,
"function_call": {
"name": "format_response"
},
"request_timeout": 600
}
Events
The text to parse:
EVENT TYPE: meeting (Bidirectional)
SUBJECT: Calendly: Intro to Meetings.bio
SENDERS: None
TIME: 2024-03-21 11:45:00+00:00
BODY:
<strong>Location: </strong>https://us06web.zoom.us/j/82362150258?pwd=UkpfrDIYlVw9sQtFPOKVnQJRI89HFw.1</br></br><strong>Contact's Time Zone: </strong>Eastern Time - US & Canada</br></br>
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio
SENDERS: klemen@meetings.bio
RECIPIENTS: swadesh76@gmail.com
TIME: 2024-01-09 07:53:02+00:00
BODY:
Hi Swadesh,
I'd like to ensure you have everything you need to make an informed decision. If you'd like to discuss any aspects of the agreement or have questions, please schedule a time for us to talk at https://calendly.com/meetings_bio/30min.
Looking forward to moving ahead together.
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio
SENDERS: klemen@meetings.bio
TIME: 2024-01-22 23:02:46.194000+00:00
BODY:
Swadesh,
would you like to see the cap incorporated into the agreement or is it ok to define it during the onboarding process?
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio
SENDERS: klemen@meetings.bio
TIME: 2023-12-06 20:26:31.414000+00:00
BODY:
Hello Swadesh,
Thank you for reaching out and booking a call. Based on your email I am not sure what company you work at. Could you please kindly send me the link to your company's website so I can skim through and have a rough understanding of your business prior to the call?
Do you have any specific topics you would like to discuss next week?
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio
SENDERS: klemen@meetings.bio
RECIPIENTS: swadesh76@gmail.com, swadesh76@yahoo.com
TIME: 2024-01-11 21:29:00+00:00
BODY:
Hi Swadesh,
Sure, we can put a cap on, let's say 4 meetings per month, to keep your budget under control. If you want, we can add this to the agreement and increase later if needed, or just agree on this during the onboarding and we'll make sure we don't go over it.
What would you prefer?
-- END OF MESSAGE --
-=-
To avoid any doubt, this is the LAST EVENT:
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio
SENDERS: klemen@meetings.bio
RECIPIENTS: swadesh76@gmail.com, swadesh76@yahoo.com
TIME: 2024-01-11 21:29:00+00:00
BODY:
Hi Swadesh,
Sure, we can put a cap on, let's say 4 meetings per month, to keep your budget under control. If you want, we can add this to the agreement and increase later if needed, or just agree on this during the onboarding and we'll make sure we don't go over it.
What would you prefer?
-- END OF MESSAGE --
-=-
ADDITIONAL CONTEXT:
DEAL NAME: turboregs
OFFERING: None
DEAL OWNER: Klemen Hrovat
DEAL OWNER EMAIL: klemen@meetings.bio
DEAL OWNER COMPANY: Meetings.bio
PROSPECT NAME: Swadesh Sharma
PROSPECT COMPANY: None
Response
{
"id": "chatcmpl-9Be7wpOTM5JIo9KUbF5ImHDv00TFf",
"model": "gpt-4-0125-preview",
"usage": {
"total_tokens": 1424,
"prompt_tokens": 1303,
"completion_tokens": 121
},
"object": "chat.completion",
"choices": [
{
"index": 0,
"message": {
"role": "assistant",
"content": null,
"function_call": {
"name": "format_response",
"arguments": "{\"category\":\"NO\",\"explanation\":\"The conversation does not indicate that the timing is not right for the buyer to proceed with the deal. Instead, the conversation shows ongoing discussions about the specifics of the agreement, such as incorporating a cap into the agreement and whether to define it during the onboarding process or add it to the agreement directly. There is no indication from the buyer that they wish to delay or that the timing is not right, nor is there any indication that an agreement has been delivered or signed. The conversation is focused on finalizing the details of the agreement rather than delaying the deal.\"}"
}
},
"logprobs": null,
"finish_reason": "stop"
}
],
"created": 1712562884,
"system_fingerprint": "fp_b77cb481ed"
}
--- MODEL INVOCATION 'pipeline_stage_closed_won 0 GPT_4' at cost $0.0458 (at 2024-04-08 07:54:49)
Prompt
{
"model": "gpt-4-0125-preview",
"messages": [
{
"role": "system",
"content": "The user will provide text that you need to parse into a structured form.\nTo validate your response, you must call the `format_response` function.\nUse the provided text and context to extract, deduce, or infer\nany parameters needed by `format_response`, including any missing data.\n\nAlso note that: Below is an email exchange between a seller whose name is Klemen Hrovat and a buyer. You task is to determine whether the given conversation conforms to the given requirements. \n\nYou should categorize it into \"YES\" if the deal indeed fulfills the requirements, or into \"NO\" if it does not.\n\nThese are the requirements that need to be fulfilled:\n\n* CLOSED_WON\n\n- There is a clear indication that the agreement was signed by the buyer.\n- IMPORTANT: It needs to be very clear and explicit that the agreement was signed. It is not good enough if the agreement is about to be signed. If the agreement is in the process of being signed but was not signed yet, you should classify the deal into \"CLOSING\".\n\n\nPlease examine the conversation carefully and categorize the deal either into \"YES\" (as in \"yes, the deal fulfills the given requirements\"), or \"NO\" (as in \"no, this deal does not fulfill the given requirements\").\n\nThe following conversation needs to be examined and categorized:\n\n\nYou have been provided the following context to perform your task:\n - The current time is 2024-04-08 07:54:49.212187."
},
{
"role": "user",
"content": "The text to parse:\nEVENT TYPE: meeting (Bidirectional)\nSUBJECT: Calendly: Intro to Meetings.bio\nSENDERS: None\nTIME: 2024-03-21 11:45:00+00:00\n\nBODY:\n\n<strong>Location: </strong>https://us06web.zoom.us/j/82362150258?pwd=UkpfrDIYlVw9sQtFPOKVnQJRI89HFw.1</br></br><strong>Contact's Time Zone: </strong>Eastern Time - US & Canada</br></br>\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio\nSENDERS: klemen@meetings.bio\nRECIPIENTS: swadesh76@gmail.com\nTIME: 2024-01-09 07:53:02+00:00\n\nBODY:\n\nHi Swadesh,\n\nI'd like to ensure you have everything you need to make an informed decision. If you'd like to discuss any aspects of the agreement or have questions, please schedule a time for us to talk at https://calendly.com/meetings_bio/30min.\n\nLooking forward to moving ahead together.\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio\nSENDERS: klemen@meetings.bio\nTIME: 2024-01-22 23:02:46.194000+00:00\n\nBODY:\n\nSwadesh,\n\nwould you like to see the cap incorporated into the agreement or is it ok to define it during the onboarding process?\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio\nSENDERS: klemen@meetings.bio\nTIME: 2023-12-06 20:26:31.414000+00:00\n\nBODY:\n\nHello Swadesh,\n\nThank you for reaching out and booking a call. Based on your email I am not sure what company you work at. Could you please kindly send me the link to your company's website so I can skim through and have a rough understanding of your business prior to the call?\n\nDo you have any specific topics you would like to discuss next week?\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio\nSENDERS: klemen@meetings.bio\nRECIPIENTS: swadesh76@gmail.com, swadesh76@yahoo.com\nTIME: 2024-01-11 21:29:00+00:00\n\nBODY:\n\nHi Swadesh,\n\nSure, we can put a cap on, let's say 4 meetings per month, to keep your budget under control. If you want, we can add this to the agreement and increase later if needed, or just agree on this during the onboarding and we'll make sure we don't go over it.\n\nWhat would you prefer?\n\n-- END OF MESSAGE --\n\n-=-\n\nTo avoid any doubt, this is the LAST EVENT:\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio\nSENDERS: klemen@meetings.bio\nRECIPIENTS: swadesh76@gmail.com, swadesh76@yahoo.com\nTIME: 2024-01-11 21:29:00+00:00\n\nBODY:\n\nHi Swadesh,\n\nSure, we can put a cap on, let's say 4 meetings per month, to keep your budget under control. If you want, we can add this to the agreement and increase later if needed, or just agree on this during the onboarding and we'll make sure we don't go over it.\n\nWhat would you prefer?\n\n-- END OF MESSAGE --\n\n-=-\n\nADDITIONAL CONTEXT:\n\nDEAL NAME: turboregs\nOFFERING: None\nDEAL OWNER: Klemen Hrovat\nDEAL OWNER EMAIL: klemen@meetings.bio\nDEAL OWNER COMPANY: Meetings.bio\nPROSPECT NAME: Swadesh Sharma\nPROSPECT COMPANY: None"
}
],
"functions": [
{
"name": "format_response",
"parameters": {
"type": "object",
"required": [
"category",
"explanation"
],
"properties": {
"category": {
"enum": [
"YES",
"NO"
],
"type": "string",
"title": "Category"
},
"explanation": {
"type": "string",
"title": "Explanation"
}
}
}
}
],
"max_tokens": 1500,
"temperature": 0.0,
"function_call": {
"name": "format_response"
},
"request_timeout": 600
}
Events
The text to parse:
EVENT TYPE: meeting (Bidirectional)
SUBJECT: Calendly: Intro to Meetings.bio
SENDERS: None
TIME: 2024-03-21 11:45:00+00:00
BODY:
<strong>Location: </strong>https://us06web.zoom.us/j/82362150258?pwd=UkpfrDIYlVw9sQtFPOKVnQJRI89HFw.1</br></br><strong>Contact's Time Zone: </strong>Eastern Time - US & Canada</br></br>
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio
SENDERS: klemen@meetings.bio
RECIPIENTS: swadesh76@gmail.com
TIME: 2024-01-09 07:53:02+00:00
BODY:
Hi Swadesh,
I'd like to ensure you have everything you need to make an informed decision. If you'd like to discuss any aspects of the agreement or have questions, please schedule a time for us to talk at https://calendly.com/meetings_bio/30min.
Looking forward to moving ahead together.
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio
SENDERS: klemen@meetings.bio
TIME: 2024-01-22 23:02:46.194000+00:00
BODY:
Swadesh,
would you like to see the cap incorporated into the agreement or is it ok to define it during the onboarding process?
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio
SENDERS: klemen@meetings.bio
TIME: 2023-12-06 20:26:31.414000+00:00
BODY:
Hello Swadesh,
Thank you for reaching out and booking a call. Based on your email I am not sure what company you work at. Could you please kindly send me the link to your company's website so I can skim through and have a rough understanding of your business prior to the call?
Do you have any specific topics you would like to discuss next week?
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio
SENDERS: klemen@meetings.bio
RECIPIENTS: swadesh76@gmail.com, swadesh76@yahoo.com
TIME: 2024-01-11 21:29:00+00:00
BODY:
Hi Swadesh,
Sure, we can put a cap on, let's say 4 meetings per month, to keep your budget under control. If you want, we can add this to the agreement and increase later if needed, or just agree on this during the onboarding and we'll make sure we don't go over it.
What would you prefer?
-- END OF MESSAGE --
-=-
To avoid any doubt, this is the LAST EVENT:
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio
SENDERS: klemen@meetings.bio
RECIPIENTS: swadesh76@gmail.com, swadesh76@yahoo.com
TIME: 2024-01-11 21:29:00+00:00
BODY:
Hi Swadesh,
Sure, we can put a cap on, let's say 4 meetings per month, to keep your budget under control. If you want, we can add this to the agreement and increase later if needed, or just agree on this during the onboarding and we'll make sure we don't go over it.
What would you prefer?
-- END OF MESSAGE --
-=-
ADDITIONAL CONTEXT:
DEAL NAME: turboregs
OFFERING: None
DEAL OWNER: Klemen Hrovat
DEAL OWNER EMAIL: klemen@meetings.bio
DEAL OWNER COMPANY: Meetings.bio
PROSPECT NAME: Swadesh Sharma
PROSPECT COMPANY: None
Response
{
"id": "chatcmpl-9Be81RP4njmXxQnlBVD9QsNKgwmNs",
"model": "gpt-4-0125-preview",
"usage": {
"total_tokens": 1424,
"prompt_tokens": 1322,
"completion_tokens": 102
},
"object": "chat.completion",
"choices": [
{
"index": 0,
"message": {
"role": "assistant",
"content": null,
"function_call": {
"name": "format_response",
"arguments": "{\"category\":\"NO\",\"explanation\":\"The conversation does not contain a clear and explicit indication that the agreement was signed by the buyer, Swadesh Sharma. The last message from Klemen Hrovat to Swadesh Sharma discusses potential terms of the agreement, such as putting a cap on meetings per month, but it does not confirm that an agreement was signed. Instead, it asks for Swadesh's preference on how to proceed, indicating that the deal is still in the negotiation phase and not yet closed.\"}"
}
},
"logprobs": null,
"finish_reason": "stop"
}
],
"created": 1712562889,
"system_fingerprint": "fp_b77cb481ed"
}
--- MODEL INVOCATION 'pipeline_stage_closed_lost 0 GPT_4' at cost $0.0468 (at 2024-04-08 07:54:57)
Prompt
{
"model": "gpt-4-0125-preview",
"messages": [
{
"role": "system",
"content": "The user will provide text that you need to parse into a structured form.\nTo validate your response, you must call the `format_response` function.\nUse the provided text and context to extract, deduce, or infer\nany parameters needed by `format_response`, including any missing data.\n\nAlso note that: Below is an email exchange between a seller whose name is Klemen Hrovat and a buyer. You task is to determine whether the given conversation conforms to the given requirements. \n\nYou should categorize it into \"YES\" if the deal indeed fulfills the requirements, or into \"NO\" if it does not.\n\nThese are the requirements that need to be fulfilled:\n\n* CLOSED_LOST\n\n- There is a clear indication that the buyer does not want to proceed with deal (as in not being interested).\n- There is no indication that an agreement has been delivered to the buyer or signed by the buyer.\n\n\nPlease examine the conversation carefully and categorize the deal either into \"YES\" (as in \"yes, the deal fulfills the given requirements\"), or \"NO\" (as in \"no, this deal does not fulfill the given requirements\").\n\nThe following conversation needs to be examined and categorized:\n\n\nYou have been provided the following context to perform your task:\n - The current time is 2024-04-08 07:54:57.067120."
},
{
"role": "user",
"content": "The text to parse:\nEVENT TYPE: meeting (Bidirectional)\nSUBJECT: Calendly: Intro to Meetings.bio\nSENDERS: None\nTIME: 2024-03-21 11:45:00+00:00\n\nBODY:\n\n<strong>Location: </strong>https://us06web.zoom.us/j/82362150258?pwd=UkpfrDIYlVw9sQtFPOKVnQJRI89HFw.1</br></br><strong>Contact's Time Zone: </strong>Eastern Time - US & Canada</br></br>\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio\nSENDERS: klemen@meetings.bio\nRECIPIENTS: swadesh76@gmail.com\nTIME: 2024-01-09 07:53:02+00:00\n\nBODY:\n\nHi Swadesh,\n\nI'd like to ensure you have everything you need to make an informed decision. If you'd like to discuss any aspects of the agreement or have questions, please schedule a time for us to talk at https://calendly.com/meetings_bio/30min.\n\nLooking forward to moving ahead together.\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio\nSENDERS: klemen@meetings.bio\nTIME: 2024-01-22 23:02:46.194000+00:00\n\nBODY:\n\nSwadesh,\n\nwould you like to see the cap incorporated into the agreement or is it ok to define it during the onboarding process?\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio\nSENDERS: klemen@meetings.bio\nTIME: 2023-12-06 20:26:31.414000+00:00\n\nBODY:\n\nHello Swadesh,\n\nThank you for reaching out and booking a call. Based on your email I am not sure what company you work at. Could you please kindly send me the link to your company's website so I can skim through and have a rough understanding of your business prior to the call?\n\nDo you have any specific topics you would like to discuss next week?\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio\nSENDERS: klemen@meetings.bio\nRECIPIENTS: swadesh76@gmail.com, swadesh76@yahoo.com\nTIME: 2024-01-11 21:29:00+00:00\n\nBODY:\n\nHi Swadesh,\n\nSure, we can put a cap on, let's say 4 meetings per month, to keep your budget under control. If you want, we can add this to the agreement and increase later if needed, or just agree on this during the onboarding and we'll make sure we don't go over it.\n\nWhat would you prefer?\n\n-- END OF MESSAGE --\n\n-=-\n\nTo avoid any doubt, this is the LAST EVENT:\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio\nSENDERS: klemen@meetings.bio\nRECIPIENTS: swadesh76@gmail.com, swadesh76@yahoo.com\nTIME: 2024-01-11 21:29:00+00:00\n\nBODY:\n\nHi Swadesh,\n\nSure, we can put a cap on, let's say 4 meetings per month, to keep your budget under control. If you want, we can add this to the agreement and increase later if needed, or just agree on this during the onboarding and we'll make sure we don't go over it.\n\nWhat would you prefer?\n\n-- END OF MESSAGE --\n\n-=-\n\nADDITIONAL CONTEXT:\n\nDEAL NAME: turboregs\nOFFERING: None\nDEAL OWNER: Klemen Hrovat\nDEAL OWNER EMAIL: klemen@meetings.bio\nDEAL OWNER COMPANY: Meetings.bio\nPROSPECT NAME: Swadesh Sharma\nPROSPECT COMPANY: None"
}
],
"functions": [
{
"name": "format_response",
"parameters": {
"type": "object",
"required": [
"category",
"explanation"
],
"properties": {
"category": {
"enum": [
"YES",
"NO"
],
"type": "string",
"title": "Category"
},
"explanation": {
"type": "string",
"title": "Explanation"
}
}
}
}
],
"max_tokens": 1500,
"temperature": 0.0,
"function_call": {
"name": "format_response"
},
"request_timeout": 600
}
Events
The text to parse:
EVENT TYPE: meeting (Bidirectional)
SUBJECT: Calendly: Intro to Meetings.bio
SENDERS: None
TIME: 2024-03-21 11:45:00+00:00
BODY:
<strong>Location: </strong>https://us06web.zoom.us/j/82362150258?pwd=UkpfrDIYlVw9sQtFPOKVnQJRI89HFw.1</br></br><strong>Contact's Time Zone: </strong>Eastern Time - US & Canada</br></br>
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio
SENDERS: klemen@meetings.bio
RECIPIENTS: swadesh76@gmail.com
TIME: 2024-01-09 07:53:02+00:00
BODY:
Hi Swadesh,
I'd like to ensure you have everything you need to make an informed decision. If you'd like to discuss any aspects of the agreement or have questions, please schedule a time for us to talk at https://calendly.com/meetings_bio/30min.
Looking forward to moving ahead together.
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio
SENDERS: klemen@meetings.bio
TIME: 2024-01-22 23:02:46.194000+00:00
BODY:
Swadesh,
would you like to see the cap incorporated into the agreement or is it ok to define it during the onboarding process?
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio
SENDERS: klemen@meetings.bio
TIME: 2023-12-06 20:26:31.414000+00:00
BODY:
Hello Swadesh,
Thank you for reaching out and booking a call. Based on your email I am not sure what company you work at. Could you please kindly send me the link to your company's website so I can skim through and have a rough understanding of your business prior to the call?
Do you have any specific topics you would like to discuss next week?
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio
SENDERS: klemen@meetings.bio
RECIPIENTS: swadesh76@gmail.com, swadesh76@yahoo.com
TIME: 2024-01-11 21:29:00+00:00
BODY:
Hi Swadesh,
Sure, we can put a cap on, let's say 4 meetings per month, to keep your budget under control. If you want, we can add this to the agreement and increase later if needed, or just agree on this during the onboarding and we'll make sure we don't go over it.
What would you prefer?
-- END OF MESSAGE --
-=-
To avoid any doubt, this is the LAST EVENT:
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio
SENDERS: klemen@meetings.bio
RECIPIENTS: swadesh76@gmail.com, swadesh76@yahoo.com
TIME: 2024-01-11 21:29:00+00:00
BODY:
Hi Swadesh,
Sure, we can put a cap on, let's say 4 meetings per month, to keep your budget under control. If you want, we can add this to the agreement and increase later if needed, or just agree on this during the onboarding and we'll make sure we don't go over it.
What would you prefer?
-- END OF MESSAGE --
-=-
ADDITIONAL CONTEXT:
DEAL NAME: turboregs
OFFERING: None
DEAL OWNER: Klemen Hrovat
DEAL OWNER EMAIL: klemen@meetings.bio
DEAL OWNER COMPANY: Meetings.bio
PROSPECT NAME: Swadesh Sharma
PROSPECT COMPANY: None
Response
{
"id": "chatcmpl-9Be89S8j4TXnabkzCPxIuuS0lS8gX",
"model": "gpt-4-0125-preview",
"usage": {
"total_tokens": 1425,
"prompt_tokens": 1291,
"completion_tokens": 134
},
"object": "chat.completion",
"choices": [
{
"index": 0,
"message": {
"role": "assistant",
"content": null,
"function_call": {
"name": "format_response",
"arguments": "{\"category\":\"NO\",\"explanation\":\"The conversation does not indicate that the buyer, Swadesh Sharma, does not want to proceed with the deal. Instead, the conversation shows ongoing discussions about the terms of the agreement, such as incorporating a cap into the agreement or defining it during the onboarding process. The last message from the seller, Klemen Hrovat, even offers options for how to handle the cap on meetings, suggesting that negotiations are still active. There is no clear indication that an agreement has been delivered or signed, but the absence of a clear refusal from the buyer to proceed with the deal means it does not fulfill the CLOSED_LOST requirements.\"}"
}
},
"logprobs": null,
"finish_reason": "stop"
}
],
"created": 1712562897,
"system_fingerprint": "fp_b77cb481ed"
}
END TRANSITION from PIPELINE_STAGE with CONVERSATION_ONGOING into REPLY_OR_REMINDER (at 2024-04-08 07:55:03)
BEGIN TRANSITION from REPLY_OR_REMINDER with REMINDER into DEFAULT_OR_POSTPONED_REMINDER (at 2024-04-08 08:20:20)
Context
{
"events": [
{
"id": 23292,
"body": "Hi Swadesh,\n\nI wanted to touch base regarding the agreement I sent over for your review. If you have any questions or need further clarification on any points, please feel free to reach out. We're keen to move forward together.",
"type": "email",
"title": "Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"swadesh76@gmail.com"
],
"full_name": "Swadesh Sharma",
"last_name": "Sharma",
"first_name": "Swadesh",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2023-12-19T09:55:53Z",
"message_id": null,
"recipients": [
"swadesh76@gmail.com"
],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 1600,
"body": "<strong>Location: </strong>https://us02web.zoom.us/j/86287576485?pwd=NUhhNXJKd21kZjdHMXVEb2Q0UkZqdz09</br></br><strong>Contact's Time Zone: </strong>Eastern Time - US & Canada</br></br>",
"type": "meeting",
"title": "Calendly: Intro to Meetings.bio",
"sender": null,
"persons": [
{
"emails": [
"swadesh76@gmail.com"
],
"full_name": "Swadesh Sharma",
"last_name": "Sharma",
"first_name": "Swadesh",
"organizations": []
}
],
"direction": "EventDirection.BIDIRECTIONAL",
"timestamp": "2023-12-12T20:30:00Z",
"message_id": null,
"recipients": null,
"cc_recipients": null,
"bcc_recipients": null
},
{
"id": 23262,
"body": "Hi Swadesh,\n\nThank you for your time. Attached is an agreement for you to review. Please also add your company details and other missing contact details. Send it back to me and I will send it for eSignature.",
"type": "email",
"title": "Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"swadesh76@gmail.com"
],
"full_name": "Swadesh Sharma",
"last_name": "Sharma",
"first_name": "Swadesh",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2023-12-12T20:55:03.147Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 23504,
"body": "Swadesh,\n\nKindly following up to check if we should add the cap to the agreement or you are ok with agreeing on it during the onboarding process?\n\nOther than that, the agreement looks good?",
"type": "email",
"title": "Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"swadesh76@gmail.com"
],
"full_name": "Swadesh Sharma",
"last_name": "Sharma",
"first_name": "Swadesh",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-02-20T21:15:10.717Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 1641,
"body": "<strong>Location: </strong>https://us06web.zoom.us/j/82362150258?pwd=UkpfrDIYlVw9sQtFPOKVnQJRI89HFw.1</br></br><strong>Contact's Time Zone: </strong>Eastern Time - US & Canada</br></br>",
"type": "meeting",
"title": "Calendly: Intro to Meetings.bio",
"sender": null,
"persons": [
{
"emails": [
"swadesh76@gmail.com"
],
"full_name": "Swadesh Sharma",
"last_name": "Sharma",
"first_name": "Swadesh",
"organizations": []
}
],
"direction": "EventDirection.BIDIRECTIONAL",
"timestamp": "2024-03-21T11:45:00Z",
"message_id": null,
"recipients": null,
"cc_recipients": null,
"bcc_recipients": null
},
{
"id": 23362,
"body": "Hi Swadesh,\n\nI'd like to ensure you have everything you need to make an informed decision. If you'd like to discuss any aspects of the agreement or have questions, please schedule a time for us to talk at https://calendly.com/meetings_bio/30min.\n\nLooking forward to moving ahead together.",
"type": "email",
"title": "Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"swadesh76@gmail.com"
],
"full_name": "Swadesh Sharma",
"last_name": "Sharma",
"first_name": "Swadesh",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-01-09T07:53:02Z",
"message_id": null,
"recipients": [
"swadesh76@gmail.com"
],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 23419,
"body": "Swadesh,\n\nwould you like to see the cap incorporated into the agreement or is it ok to define it during the onboarding process?",
"type": "email",
"title": "Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"swadesh76@gmail.com"
],
"full_name": "Swadesh Sharma",
"last_name": "Sharma",
"first_name": "Swadesh",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-01-22T23:02:46.194Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 23234,
"body": "Hello Swadesh,\n\nThank you for reaching out and booking a call. Based on your email I am not sure what company you work at. Could you please kindly send me the link to your company's website so I can skim through and have a rough understanding of your business prior to the call?\n\nDo you have any specific topics you would like to discuss next week?",
"type": "email",
"title": "Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"swadesh76@gmail.com"
],
"full_name": "Swadesh Sharma",
"last_name": "Sharma",
"first_name": "Swadesh",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2023-12-06T20:26:31.414Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 23381,
"body": "Hi Swadesh,\n\nSure, we can put a cap on, let's say 4 meetings per month, to keep your budget under control. If you want, we can add this to the agreement and increase later if needed, or just agree on this during the onboarding and we'll make sure we don't go over it.\n\nWhat would you prefer?",
"type": "email",
"title": "Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"swadesh76@gmail.com"
],
"full_name": "Swadesh Sharma",
"last_name": "Sharma",
"first_name": "Swadesh",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-01-11T21:29:00Z",
"message_id": null,
"recipients": [
"swadesh76@gmail.com, swadesh76@yahoo.com"
],
"cc_recipients": [],
"bcc_recipients": []
}
],
"offering": null,
"deal_name": "turboregs",
"prospects": [
{
"emails": [
"swadesh76@gmail.com"
],
"full_name": "Swadesh Sharma",
"last_name": "Sharma",
"first_name": "Swadesh",
"organizations": []
}
],
"deal_owner_email": "klemen@meetings.bio",
"primary_prospect": {
"emails": [
"swadesh76@gmail.com"
],
"full_name": "Swadesh Sharma",
"last_name": "Sharma",
"first_name": "Swadesh",
"organizations": []
},
"deal_owner_full_name": "Klemen Hrovat",
"deal_owner_last_name": "Hrovat",
"deal_owner_first_name": "Klemen",
"deal_owner_customer_name": "Meetings.bio",
"deal_owner_customer_domain": "meetings.bio",
"primary_prospect_organization": null
}
Entity
{
"id": 32007,
"deal": {
"id": 534,
"name": "turboregs",
"owner": 2,
"stage": 4,
"public_id": "17f93665-4b29-45d4-88d1-73a481e735c7",
"external_id": "16478237562",
"last_modified_in_crm": null
},
"vars": {
"pipeline_stage": "CLOSING",
"pipeline_stage_binary": [
"PROPOSAL"
]
},
"state": "REPLY_OR_REMINDER",
"status": "IN_PROGRESS",
"next_task": null,
"events_hash": "7d66488dc9b169e16ea22944a6af6d98a3b9a7b3",
"fingerprint": {
"events": "7d66488dc9b169e16ea22944a6af6d98a3b9a7b3",
"offering": "2ef87dc4b9c9e813e0e0433d7547e6b7541d95f5",
"prospect": "b3393e82a1986ce6d2de0bdbe4d8d2b9787ddeb0",
"deal_owner": "ec6bf4d5effdd54ce2a619ab6b933981f503e715"
},
"next_task_key": null
}
--- MODEL INVOCATION 'reply_or_reminder 0 GPT_4' at cost $0.0504 (at 2024-04-08 08:20:20)
Prompt
{
"model": "gpt-4-0125-preview",
"messages": [
{
"role": "system",
"content": "The user will provide text that you need to parse into a structured form.\nTo validate your response, you must call the `format_response` function.\nUse the provided text and context to extract, deduce, or infer\nany parameters needed by `format_response`, including any missing data.\n\nAlso note that: Below is an email exchange between a seller whose name is Klemen Hrovat and a buyer. You task is to determine whether the next seller's action should be an immediate REPLY (category \"REPLY\") or whether the seller should schedule a follow-up REMINDER (category \"REMINDER\").\n\nNormally, if the buyer wrote the last email in the correspondence, the seller should REPLY to that, if nothing else, with a courteous one-liner. The only exception is when the buyer has sent the last email but that email does not carry any information goal or intent; it is merely a courteous one-liner saying \"thank you\" or something similar.\n\nAlso, if the seller wrote the last email, the seller should schedule a kind REMINDER. The only exception is when seller is not expecting any response from the buyer (because, for example, the conversation is undoubtedly concluded).\n\nIf there is an indication that the last event was a meeting or a similar interation in which both the buyer and the seller were able to discuss the deal, then the correct category is \"REPLY\" (because the seller should send a recap email and give information on next steps).\n\nBased on these instructions, classify the correspondence into one of the two categories:\n\n* REPLY - The seller should send a reply as the buyer is awaiting a response. This is also the case if the last event was a meeting or a similar interaction in which both the buyer and the seller were able to discuss the deal.\n* REMINDER - The seller is in the process of waiting for the buyer's message. The seller should thus schedule to send a kind reminder.\n\nThe following is the correspondence between the buyer and the seller. The last event in this list is the latest one. The latest event is probably the most important one for making a decision.\n\n\n\nYou have been provided the following context to perform your task:\n - The current time is 2024-04-08 08:20:20.339320."
},
{
"role": "user",
"content": "The text to parse:\nEVENT TYPE: meeting (Bidirectional)\nSUBJECT: Calendly: Intro to Meetings.bio\nSENDERS: None\nTIME: 2024-03-21 11:45:00+00:00\n\nBODY:\n\n<strong>Location: </strong>https://us06web.zoom.us/j/82362150258?pwd=UkpfrDIYlVw9sQtFPOKVnQJRI89HFw.1</br></br><strong>Contact's Time Zone: </strong>Eastern Time - US & Canada</br></br>\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio\nSENDERS: klemen@meetings.bio\nRECIPIENTS: swadesh76@gmail.com\nTIME: 2024-01-09 07:53:02+00:00\n\nBODY:\n\nHi Swadesh,\n\nI'd like to ensure you have everything you need to make an informed decision. If you'd like to discuss any aspects of the agreement or have questions, please schedule a time for us to talk at https://calendly.com/meetings_bio/30min.\n\nLooking forward to moving ahead together.\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio\nSENDERS: klemen@meetings.bio\nTIME: 2024-01-22 23:02:46.194000+00:00\n\nBODY:\n\nSwadesh,\n\nwould you like to see the cap incorporated into the agreement or is it ok to define it during the onboarding process?\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio\nSENDERS: klemen@meetings.bio\nTIME: 2023-12-06 20:26:31.414000+00:00\n\nBODY:\n\nHello Swadesh,\n\nThank you for reaching out and booking a call. Based on your email I am not sure what company you work at. Could you please kindly send me the link to your company's website so I can skim through and have a rough understanding of your business prior to the call?\n\nDo you have any specific topics you would like to discuss next week?\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio\nSENDERS: klemen@meetings.bio\nRECIPIENTS: swadesh76@gmail.com, swadesh76@yahoo.com\nTIME: 2024-01-11 21:29:00+00:00\n\nBODY:\n\nHi Swadesh,\n\nSure, we can put a cap on, let's say 4 meetings per month, to keep your budget under control. If you want, we can add this to the agreement and increase later if needed, or just agree on this during the onboarding and we'll make sure we don't go over it.\n\nWhat would you prefer?\n\n-- END OF MESSAGE --\n\n-=-\n\nTo avoid any doubt, this is the LAST EVENT:\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio\nSENDERS: klemen@meetings.bio\nRECIPIENTS: swadesh76@gmail.com, swadesh76@yahoo.com\nTIME: 2024-01-11 21:29:00+00:00\n\nBODY:\n\nHi Swadesh,\n\nSure, we can put a cap on, let's say 4 meetings per month, to keep your budget under control. If you want, we can add this to the agreement and increase later if needed, or just agree on this during the onboarding and we'll make sure we don't go over it.\n\nWhat would you prefer?\n\n-- END OF MESSAGE --\n\n-=-\n\nADDITIONAL CONTEXT:\n\nDEAL NAME: turboregs\nOFFERING: None\nDEAL OWNER: Klemen Hrovat\nDEAL OWNER EMAIL: klemen@meetings.bio\nDEAL OWNER COMPANY: Meetings.bio\nPROSPECT NAME: Swadesh Sharma\nPROSPECT COMPANY: None"
}
],
"functions": [
{
"name": "format_response",
"parameters": {
"type": "object",
"required": [
"category",
"explanation"
],
"properties": {
"category": {
"enum": [
"REPLY",
"REMINDER"
],
"type": "string",
"title": "Category"
},
"explanation": {
"type": "string",
"title": "Explanation"
}
}
}
}
],
"max_tokens": 1500,
"temperature": 0.0,
"function_call": {
"name": "format_response"
},
"request_timeout": 600
}
Events
The text to parse:
EVENT TYPE: meeting (Bidirectional)
SUBJECT: Calendly: Intro to Meetings.bio
SENDERS: None
TIME: 2024-03-21 11:45:00+00:00
BODY:
<strong>Location: </strong>https://us06web.zoom.us/j/82362150258?pwd=UkpfrDIYlVw9sQtFPOKVnQJRI89HFw.1</br></br><strong>Contact's Time Zone: </strong>Eastern Time - US & Canada</br></br>
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio
SENDERS: klemen@meetings.bio
RECIPIENTS: swadesh76@gmail.com
TIME: 2024-01-09 07:53:02+00:00
BODY:
Hi Swadesh,
I'd like to ensure you have everything you need to make an informed decision. If you'd like to discuss any aspects of the agreement or have questions, please schedule a time for us to talk at https://calendly.com/meetings_bio/30min.
Looking forward to moving ahead together.
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio
SENDERS: klemen@meetings.bio
TIME: 2024-01-22 23:02:46.194000+00:00
BODY:
Swadesh,
would you like to see the cap incorporated into the agreement or is it ok to define it during the onboarding process?
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio
SENDERS: klemen@meetings.bio
TIME: 2023-12-06 20:26:31.414000+00:00
BODY:
Hello Swadesh,
Thank you for reaching out and booking a call. Based on your email I am not sure what company you work at. Could you please kindly send me the link to your company's website so I can skim through and have a rough understanding of your business prior to the call?
Do you have any specific topics you would like to discuss next week?
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio
SENDERS: klemen@meetings.bio
RECIPIENTS: swadesh76@gmail.com, swadesh76@yahoo.com
TIME: 2024-01-11 21:29:00+00:00
BODY:
Hi Swadesh,
Sure, we can put a cap on, let's say 4 meetings per month, to keep your budget under control. If you want, we can add this to the agreement and increase later if needed, or just agree on this during the onboarding and we'll make sure we don't go over it.
What would you prefer?
-- END OF MESSAGE --
-=-
To avoid any doubt, this is the LAST EVENT:
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio
SENDERS: klemen@meetings.bio
RECIPIENTS: swadesh76@gmail.com, swadesh76@yahoo.com
TIME: 2024-01-11 21:29:00+00:00
BODY:
Hi Swadesh,
Sure, we can put a cap on, let's say 4 meetings per month, to keep your budget under control. If you want, we can add this to the agreement and increase later if needed, or just agree on this during the onboarding and we'll make sure we don't go over it.
What would you prefer?
-- END OF MESSAGE --
-=-
ADDITIONAL CONTEXT:
DEAL NAME: turboregs
OFFERING: None
DEAL OWNER: Klemen Hrovat
DEAL OWNER EMAIL: klemen@meetings.bio
DEAL OWNER COMPANY: Meetings.bio
PROSPECT NAME: Swadesh Sharma
PROSPECT COMPANY: None
Response
{
"id": "chatcmpl-9BeWiZxqVWJjIOpxxMbL9kUUEQSns",
"model": "gpt-4-0125-preview",
"usage": {
"total_tokens": 1579,
"prompt_tokens": 1478,
"completion_tokens": 101
},
"object": "chat.completion",
"choices": [
{
"index": 0,
"message": {
"role": "assistant",
"content": null,
"function_call": {
"name": "format_response",
"arguments": "{\"category\":\"REMINDER\",\"explanation\":\"The last event in the correspondence is an outbound email from the seller, Klemen Hrovat, to the buyer, Swadesh Sharma, asking for the buyer's preference regarding the inclusion of a cap on meetings per month in the agreement. Since this email contains a direct question to the buyer and there has been no response from the buyer since then, the seller should schedule to send a kind reminder to the buyer to get an answer to the question posed.\"}"
}
},
"logprobs": null,
"finish_reason": "stop"
}
],
"created": 1712564420,
"system_fingerprint": "fp_b77cb481ed"
}
END TRANSITION from REPLY_OR_REMINDER with REMINDER into DEFAULT_OR_POSTPONED_REMINDER (at 2024-04-08 08:20:25)
BEGIN TRANSITION from DEFAULT_OR_POSTPONED_REMINDER with DEFAULT_SCHEDULE into CREATE_TASK_FOR_DEFAULT_REMINDER (at 2024-04-08 08:26:25)
Context
{
"events": [
{
"id": 23292,
"body": "Hi Swadesh,\n\nI wanted to touch base regarding the agreement I sent over for your review. If you have any questions or need further clarification on any points, please feel free to reach out. We're keen to move forward together.",
"type": "email",
"title": "Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"swadesh76@gmail.com"
],
"full_name": "Swadesh Sharma",
"last_name": "Sharma",
"first_name": "Swadesh",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2023-12-19T09:55:53Z",
"message_id": null,
"recipients": [
"swadesh76@gmail.com"
],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 1600,
"body": "<strong>Location: </strong>https://us02web.zoom.us/j/86287576485?pwd=NUhhNXJKd21kZjdHMXVEb2Q0UkZqdz09</br></br><strong>Contact's Time Zone: </strong>Eastern Time - US & Canada</br></br>",
"type": "meeting",
"title": "Calendly: Intro to Meetings.bio",
"sender": null,
"persons": [
{
"emails": [
"swadesh76@gmail.com"
],
"full_name": "Swadesh Sharma",
"last_name": "Sharma",
"first_name": "Swadesh",
"organizations": []
}
],
"direction": "EventDirection.BIDIRECTIONAL",
"timestamp": "2023-12-12T20:30:00Z",
"message_id": null,
"recipients": null,
"cc_recipients": null,
"bcc_recipients": null
},
{
"id": 23262,
"body": "Hi Swadesh,\n\nThank you for your time. Attached is an agreement for you to review. Please also add your company details and other missing contact details. Send it back to me and I will send it for eSignature.",
"type": "email",
"title": "Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"swadesh76@gmail.com"
],
"full_name": "Swadesh Sharma",
"last_name": "Sharma",
"first_name": "Swadesh",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2023-12-12T20:55:03.147Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 23504,
"body": "Swadesh,\n\nKindly following up to check if we should add the cap to the agreement or you are ok with agreeing on it during the onboarding process?\n\nOther than that, the agreement looks good?",
"type": "email",
"title": "Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"swadesh76@gmail.com"
],
"full_name": "Swadesh Sharma",
"last_name": "Sharma",
"first_name": "Swadesh",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-02-20T21:15:10.717Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 1641,
"body": "<strong>Location: </strong>https://us06web.zoom.us/j/82362150258?pwd=UkpfrDIYlVw9sQtFPOKVnQJRI89HFw.1</br></br><strong>Contact's Time Zone: </strong>Eastern Time - US & Canada</br></br>",
"type": "meeting",
"title": "Calendly: Intro to Meetings.bio",
"sender": null,
"persons": [
{
"emails": [
"swadesh76@gmail.com"
],
"full_name": "Swadesh Sharma",
"last_name": "Sharma",
"first_name": "Swadesh",
"organizations": []
}
],
"direction": "EventDirection.BIDIRECTIONAL",
"timestamp": "2024-03-21T11:45:00Z",
"message_id": null,
"recipients": null,
"cc_recipients": null,
"bcc_recipients": null
},
{
"id": 23362,
"body": "Hi Swadesh,\n\nI'd like to ensure you have everything you need to make an informed decision. If you'd like to discuss any aspects of the agreement or have questions, please schedule a time for us to talk at https://calendly.com/meetings_bio/30min.\n\nLooking forward to moving ahead together.",
"type": "email",
"title": "Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"swadesh76@gmail.com"
],
"full_name": "Swadesh Sharma",
"last_name": "Sharma",
"first_name": "Swadesh",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-01-09T07:53:02Z",
"message_id": null,
"recipients": [
"swadesh76@gmail.com"
],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 23419,
"body": "Swadesh,\n\nwould you like to see the cap incorporated into the agreement or is it ok to define it during the onboarding process?",
"type": "email",
"title": "Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"swadesh76@gmail.com"
],
"full_name": "Swadesh Sharma",
"last_name": "Sharma",
"first_name": "Swadesh",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-01-22T23:02:46.194Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 23234,
"body": "Hello Swadesh,\n\nThank you for reaching out and booking a call. Based on your email I am not sure what company you work at. Could you please kindly send me the link to your company's website so I can skim through and have a rough understanding of your business prior to the call?\n\nDo you have any specific topics you would like to discuss next week?",
"type": "email",
"title": "Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"swadesh76@gmail.com"
],
"full_name": "Swadesh Sharma",
"last_name": "Sharma",
"first_name": "Swadesh",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2023-12-06T20:26:31.414Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 23381,
"body": "Hi Swadesh,\n\nSure, we can put a cap on, let's say 4 meetings per month, to keep your budget under control. If you want, we can add this to the agreement and increase later if needed, or just agree on this during the onboarding and we'll make sure we don't go over it.\n\nWhat would you prefer?",
"type": "email",
"title": "Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"swadesh76@gmail.com"
],
"full_name": "Swadesh Sharma",
"last_name": "Sharma",
"first_name": "Swadesh",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-01-11T21:29:00Z",
"message_id": null,
"recipients": [
"swadesh76@gmail.com, swadesh76@yahoo.com"
],
"cc_recipients": [],
"bcc_recipients": []
}
],
"offering": null,
"deal_name": "turboregs",
"prospects": [
{
"emails": [
"swadesh76@gmail.com"
],
"full_name": "Swadesh Sharma",
"last_name": "Sharma",
"first_name": "Swadesh",
"organizations": []
}
],
"deal_owner_email": "klemen@meetings.bio",
"primary_prospect": {
"emails": [
"swadesh76@gmail.com"
],
"full_name": "Swadesh Sharma",
"last_name": "Sharma",
"first_name": "Swadesh",
"organizations": []
},
"deal_owner_full_name": "Klemen Hrovat",
"deal_owner_last_name": "Hrovat",
"deal_owner_first_name": "Klemen",
"deal_owner_customer_name": "Meetings.bio",
"deal_owner_customer_domain": "meetings.bio",
"primary_prospect_organization": null
}
Entity
{
"id": 32007,
"deal": {
"id": 534,
"name": "turboregs",
"owner": 2,
"stage": 4,
"public_id": "17f93665-4b29-45d4-88d1-73a481e735c7",
"external_id": "16478237562",
"last_modified_in_crm": null
},
"vars": {
"pipeline_stage": "CLOSING",
"pipeline_stage_binary": [
"PROPOSAL"
]
},
"state": "DEFAULT_OR_POSTPONED_REMINDER",
"status": "IN_PROGRESS",
"next_task": null,
"events_hash": "7d66488dc9b169e16ea22944a6af6d98a3b9a7b3",
"fingerprint": {
"events": "7d66488dc9b169e16ea22944a6af6d98a3b9a7b3",
"offering": "2ef87dc4b9c9e813e0e0433d7547e6b7541d95f5",
"prospect": "b3393e82a1986ce6d2de0bdbe4d8d2b9787ddeb0",
"deal_owner": "ec6bf4d5effdd54ce2a619ab6b933981f503e715"
},
"next_task_key": null
}
--- MODEL INVOCATION 'default_or_postponed_reminder 0 GPT_4' at cost $0.0443 (at 2024-04-08 08:26:25)
Prompt
{
"model": "gpt-4-0125-preview",
"messages": [
{
"role": "system",
"content": "The user will provide text that you need to parse into a structured form.\nTo validate your response, you must call the `format_response` function.\nUse the provided text and context to extract, deduce, or infer\nany parameters needed by `format_response`, including any missing data.\n\nAlso note that: Below is an email exchange between a seller whose name is Klemen Hrovat and a buyer. You task is to determine whether the seller should respond according to their default follow-up strategy or whether the buyer requested to postpone the discussions and so the seller should get back to them at a specific time in the future.\n\nBased on these instructions, classify the correspondence into one of the two categories:\n\n* DEFAULT_SCHEDULE - The seller should respond according to their default follow-up strategy as some specific follow-up time is not evident from the discussion.\n* REQUESTED_TO_POSTPONE - The buyer requested to postpone the discussions and so the seller should get back to them at a specific time in the future.\n\nThe following is the correspondence between the buyer and the seller. The last event in this list is the latest one. The latest event is probably the most important one for making a decision.\n\n\n\nYou have been provided the following context to perform your task:\n - The current time is 2024-04-08 08:26:25.464608."
},
{
"role": "user",
"content": "The text to parse:\nEVENT TYPE: meeting (Bidirectional)\nSUBJECT: Calendly: Intro to Meetings.bio\nSENDERS: None\nTIME: 2024-03-21 11:45:00+00:00\n\nBODY:\n\n<strong>Location: </strong>https://us06web.zoom.us/j/82362150258?pwd=UkpfrDIYlVw9sQtFPOKVnQJRI89HFw.1</br></br><strong>Contact's Time Zone: </strong>Eastern Time - US & Canada</br></br>\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio\nSENDERS: klemen@meetings.bio\nRECIPIENTS: swadesh76@gmail.com\nTIME: 2024-01-09 07:53:02+00:00\n\nBODY:\n\nHi Swadesh,\n\nI'd like to ensure you have everything you need to make an informed decision. If you'd like to discuss any aspects of the agreement or have questions, please schedule a time for us to talk at https://calendly.com/meetings_bio/30min.\n\nLooking forward to moving ahead together.\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio\nSENDERS: klemen@meetings.bio\nTIME: 2024-01-22 23:02:46.194000+00:00\n\nBODY:\n\nSwadesh,\n\nwould you like to see the cap incorporated into the agreement or is it ok to define it during the onboarding process?\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio\nSENDERS: klemen@meetings.bio\nTIME: 2023-12-06 20:26:31.414000+00:00\n\nBODY:\n\nHello Swadesh,\n\nThank you for reaching out and booking a call. Based on your email I am not sure what company you work at. Could you please kindly send me the link to your company's website so I can skim through and have a rough understanding of your business prior to the call?\n\nDo you have any specific topics you would like to discuss next week?\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio\nSENDERS: klemen@meetings.bio\nRECIPIENTS: swadesh76@gmail.com, swadesh76@yahoo.com\nTIME: 2024-01-11 21:29:00+00:00\n\nBODY:\n\nHi Swadesh,\n\nSure, we can put a cap on, let's say 4 meetings per month, to keep your budget under control. If you want, we can add this to the agreement and increase later if needed, or just agree on this during the onboarding and we'll make sure we don't go over it.\n\nWhat would you prefer?\n\n-- END OF MESSAGE --\n\n-=-\n\nTo avoid any doubt, this is the LAST EVENT:\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio\nSENDERS: klemen@meetings.bio\nRECIPIENTS: swadesh76@gmail.com, swadesh76@yahoo.com\nTIME: 2024-01-11 21:29:00+00:00\n\nBODY:\n\nHi Swadesh,\n\nSure, we can put a cap on, let's say 4 meetings per month, to keep your budget under control. If you want, we can add this to the agreement and increase later if needed, or just agree on this during the onboarding and we'll make sure we don't go over it.\n\nWhat would you prefer?\n\n-- END OF MESSAGE --\n\n-=-\n\nADDITIONAL CONTEXT:\n\nDEAL NAME: turboregs\nOFFERING: None\nDEAL OWNER: Klemen Hrovat\nDEAL OWNER EMAIL: klemen@meetings.bio\nDEAL OWNER COMPANY: Meetings.bio\nPROSPECT NAME: Swadesh Sharma\nPROSPECT COMPANY: None"
}
],
"functions": [
{
"name": "format_response",
"parameters": {
"type": "object",
"required": [
"category",
"explanation"
],
"properties": {
"category": {
"enum": [
"DEFAULT_SCHEDULE",
"REQUESTED_TO_POSTPONE"
],
"type": "string",
"title": "Category"
},
"explanation": {
"type": "string",
"title": "Explanation"
}
}
}
}
],
"max_tokens": 1500,
"temperature": 0.0,
"function_call": {
"name": "format_response"
},
"request_timeout": 600
}
Events
The text to parse:
EVENT TYPE: meeting (Bidirectional)
SUBJECT: Calendly: Intro to Meetings.bio
SENDERS: None
TIME: 2024-03-21 11:45:00+00:00
BODY:
<strong>Location: </strong>https://us06web.zoom.us/j/82362150258?pwd=UkpfrDIYlVw9sQtFPOKVnQJRI89HFw.1</br></br><strong>Contact's Time Zone: </strong>Eastern Time - US & Canada</br></br>
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio
SENDERS: klemen@meetings.bio
RECIPIENTS: swadesh76@gmail.com
TIME: 2024-01-09 07:53:02+00:00
BODY:
Hi Swadesh,
I'd like to ensure you have everything you need to make an informed decision. If you'd like to discuss any aspects of the agreement or have questions, please schedule a time for us to talk at https://calendly.com/meetings_bio/30min.
Looking forward to moving ahead together.
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio
SENDERS: klemen@meetings.bio
TIME: 2024-01-22 23:02:46.194000+00:00
BODY:
Swadesh,
would you like to see the cap incorporated into the agreement or is it ok to define it during the onboarding process?
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio
SENDERS: klemen@meetings.bio
TIME: 2023-12-06 20:26:31.414000+00:00
BODY:
Hello Swadesh,
Thank you for reaching out and booking a call. Based on your email I am not sure what company you work at. Could you please kindly send me the link to your company's website so I can skim through and have a rough understanding of your business prior to the call?
Do you have any specific topics you would like to discuss next week?
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio
SENDERS: klemen@meetings.bio
RECIPIENTS: swadesh76@gmail.com, swadesh76@yahoo.com
TIME: 2024-01-11 21:29:00+00:00
BODY:
Hi Swadesh,
Sure, we can put a cap on, let's say 4 meetings per month, to keep your budget under control. If you want, we can add this to the agreement and increase later if needed, or just agree on this during the onboarding and we'll make sure we don't go over it.
What would you prefer?
-- END OF MESSAGE --
-=-
To avoid any doubt, this is the LAST EVENT:
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio
SENDERS: klemen@meetings.bio
RECIPIENTS: swadesh76@gmail.com, swadesh76@yahoo.com
TIME: 2024-01-11 21:29:00+00:00
BODY:
Hi Swadesh,
Sure, we can put a cap on, let's say 4 meetings per month, to keep your budget under control. If you want, we can add this to the agreement and increase later if needed, or just agree on this during the onboarding and we'll make sure we don't go over it.
What would you prefer?
-- END OF MESSAGE --
-=-
ADDITIONAL CONTEXT:
DEAL NAME: turboregs
OFFERING: None
DEAL OWNER: Klemen Hrovat
DEAL OWNER EMAIL: klemen@meetings.bio
DEAL OWNER COMPANY: Meetings.bio
PROSPECT NAME: Swadesh Sharma
PROSPECT COMPANY: None
Response
{
"id": "chatcmpl-9BecboW89yHS1gEqIx7ddEpO70eX5",
"model": "gpt-4-0125-preview",
"usage": {
"total_tokens": 1385,
"prompt_tokens": 1292,
"completion_tokens": 93
},
"object": "chat.completion",
"choices": [
{
"index": 0,
"message": {
"role": "assistant",
"content": null,
"function_call": {
"name": "format_response",
"arguments": "{\"category\":\"DEFAULT_SCHEDULE\",\"explanation\":\"The latest event in the correspondence does not indicate any request from the buyer, Swadesh Sharma, to postpone discussions or schedule a follow-up at a specific future time. Instead, the seller, Klemen Hrovat, offers options regarding the agreement and asks for the buyer's preference. Since there is no explicit request from the buyer to delay further discussions, the seller should proceed according to their default follow-up strategy.\"}"
}
},
"logprobs": null,
"finish_reason": "stop"
}
],
"created": 1712564785,
"system_fingerprint": "fp_b77cb481ed"
}
END TRANSITION from DEFAULT_OR_POSTPONED_REMINDER with DEFAULT_SCHEDULE into CREATE_TASK_FOR_DEFAULT_REMINDER (at 2024-04-08 08:26:30)
BEGIN ACTION in CREATE_TASK_FOR_DEFAULT_REMINDER (at 2024-04-08 08:26:30)
Context
{
"events": [
{
"id": 23292,
"body": "Hi Swadesh,\n\nI wanted to touch base regarding the agreement I sent over for your review. If you have any questions or need further clarification on any points, please feel free to reach out. We're keen to move forward together.",
"type": "email",
"title": "Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"swadesh76@gmail.com"
],
"full_name": "Swadesh Sharma",
"last_name": "Sharma",
"first_name": "Swadesh",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2023-12-19T09:55:53Z",
"message_id": null,
"recipients": [
"swadesh76@gmail.com"
],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 1600,
"body": "<strong>Location: </strong>https://us02web.zoom.us/j/86287576485?pwd=NUhhNXJKd21kZjdHMXVEb2Q0UkZqdz09</br></br><strong>Contact's Time Zone: </strong>Eastern Time - US & Canada</br></br>",
"type": "meeting",
"title": "Calendly: Intro to Meetings.bio",
"sender": null,
"persons": [
{
"emails": [
"swadesh76@gmail.com"
],
"full_name": "Swadesh Sharma",
"last_name": "Sharma",
"first_name": "Swadesh",
"organizations": []
}
],
"direction": "EventDirection.BIDIRECTIONAL",
"timestamp": "2023-12-12T20:30:00Z",
"message_id": null,
"recipients": null,
"cc_recipients": null,
"bcc_recipients": null
},
{
"id": 23262,
"body": "Hi Swadesh,\n\nThank you for your time. Attached is an agreement for you to review. Please also add your company details and other missing contact details. Send it back to me and I will send it for eSignature.",
"type": "email",
"title": "Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"swadesh76@gmail.com"
],
"full_name": "Swadesh Sharma",
"last_name": "Sharma",
"first_name": "Swadesh",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2023-12-12T20:55:03.147Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 23504,
"body": "Swadesh,\n\nKindly following up to check if we should add the cap to the agreement or you are ok with agreeing on it during the onboarding process?\n\nOther than that, the agreement looks good?",
"type": "email",
"title": "Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"swadesh76@gmail.com"
],
"full_name": "Swadesh Sharma",
"last_name": "Sharma",
"first_name": "Swadesh",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-02-20T21:15:10.717Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 1641,
"body": "<strong>Location: </strong>https://us06web.zoom.us/j/82362150258?pwd=UkpfrDIYlVw9sQtFPOKVnQJRI89HFw.1</br></br><strong>Contact's Time Zone: </strong>Eastern Time - US & Canada</br></br>",
"type": "meeting",
"title": "Calendly: Intro to Meetings.bio",
"sender": null,
"persons": [
{
"emails": [
"swadesh76@gmail.com"
],
"full_name": "Swadesh Sharma",
"last_name": "Sharma",
"first_name": "Swadesh",
"organizations": []
}
],
"direction": "EventDirection.BIDIRECTIONAL",
"timestamp": "2024-03-21T11:45:00Z",
"message_id": null,
"recipients": null,
"cc_recipients": null,
"bcc_recipients": null
},
{
"id": 23362,
"body": "Hi Swadesh,\n\nI'd like to ensure you have everything you need to make an informed decision. If you'd like to discuss any aspects of the agreement or have questions, please schedule a time for us to talk at https://calendly.com/meetings_bio/30min.\n\nLooking forward to moving ahead together.",
"type": "email",
"title": "Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"swadesh76@gmail.com"
],
"full_name": "Swadesh Sharma",
"last_name": "Sharma",
"first_name": "Swadesh",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-01-09T07:53:02Z",
"message_id": null,
"recipients": [
"swadesh76@gmail.com"
],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 23419,
"body": "Swadesh,\n\nwould you like to see the cap incorporated into the agreement or is it ok to define it during the onboarding process?",
"type": "email",
"title": "Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"swadesh76@gmail.com"
],
"full_name": "Swadesh Sharma",
"last_name": "Sharma",
"first_name": "Swadesh",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-01-22T23:02:46.194Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 23234,
"body": "Hello Swadesh,\n\nThank you for reaching out and booking a call. Based on your email I am not sure what company you work at. Could you please kindly send me the link to your company's website so I can skim through and have a rough understanding of your business prior to the call?\n\nDo you have any specific topics you would like to discuss next week?",
"type": "email",
"title": "Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"swadesh76@gmail.com"
],
"full_name": "Swadesh Sharma",
"last_name": "Sharma",
"first_name": "Swadesh",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2023-12-06T20:26:31.414Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 23381,
"body": "Hi Swadesh,\n\nSure, we can put a cap on, let's say 4 meetings per month, to keep your budget under control. If you want, we can add this to the agreement and increase later if needed, or just agree on this during the onboarding and we'll make sure we don't go over it.\n\nWhat would you prefer?",
"type": "email",
"title": "Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"swadesh76@gmail.com"
],
"full_name": "Swadesh Sharma",
"last_name": "Sharma",
"first_name": "Swadesh",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-01-11T21:29:00Z",
"message_id": null,
"recipients": [
"swadesh76@gmail.com, swadesh76@yahoo.com"
],
"cc_recipients": [],
"bcc_recipients": []
}
],
"offering": null,
"deal_name": "turboregs",
"prospects": [
{
"emails": [
"swadesh76@gmail.com"
],
"full_name": "Swadesh Sharma",
"last_name": "Sharma",
"first_name": "Swadesh",
"organizations": []
}
],
"deal_owner_email": "klemen@meetings.bio",
"primary_prospect": {
"emails": [
"swadesh76@gmail.com"
],
"full_name": "Swadesh Sharma",
"last_name": "Sharma",
"first_name": "Swadesh",
"organizations": []
},
"deal_owner_full_name": "Klemen Hrovat",
"deal_owner_last_name": "Hrovat",
"deal_owner_first_name": "Klemen",
"deal_owner_customer_name": "Meetings.bio",
"deal_owner_customer_domain": "meetings.bio",
"primary_prospect_organization": null
}
Entity
{
"id": 32007,
"deal": {
"id": 534,
"name": "turboregs",
"owner": 2,
"stage": 4,
"public_id": "17f93665-4b29-45d4-88d1-73a481e735c7",
"external_id": "16478237562",
"last_modified_in_crm": null
},
"vars": {
"pipeline_stage": "CLOSING",
"pipeline_stage_binary": [
"PROPOSAL"
]
},
"state": "DEFAULT_OR_POSTPONED_REMINDER",
"status": "IN_PROGRESS",
"next_task": null,
"events_hash": "7d66488dc9b169e16ea22944a6af6d98a3b9a7b3",
"fingerprint": {
"events": "7d66488dc9b169e16ea22944a6af6d98a3b9a7b3",
"offering": "2ef87dc4b9c9e813e0e0433d7547e6b7541d95f5",
"prospect": "b3393e82a1986ce6d2de0bdbe4d8d2b9787ddeb0",
"deal_owner": "ec6bf4d5effdd54ce2a619ab6b933981f503e715"
},
"next_task_key": null
}
--- MODEL INVOCATION 'generate_reminder_email 0 GPT_4' at cost $0.0649 (at 2024-04-08 08:26:30)
Prompt
{
"model": "gpt-4-0125-preview",
"messages": [
{
"role": "system",
"content": "The user will provide text that you need to parse into a structured form.\nTo validate your response, you must call the `format_response` function.\nUse the provided text and context to extract, deduce, or infer\nany parameters needed by `format_response`, including any missing data.\n\nAlso note that: You are a professional sales email writer. Your task is to write a follow-up email. This email will be sent by the seller Klemen Hrovat from Meetings.bio. Be mindful of the fact that Klemen Hrovat has already reached out to the prospect but has not heard back. The email needs to have the following components:\n\n* subject_line - Email subject line. Short and to the point.\n\n* recipients - List of recipients of this email. Be careful to only include the recipients (or one single recipient) with which you were communicating in the last email exchanges. Do not add other recipients if not explicitly requested or required.\n\n* greeting - Salutation. Greets the recipients of this email. It is important to inspect the past conversation and address the recipients in a similar manner when it comes to the register. Consider only short greetings like \"Hi (recipient's first name),\" or \"Dear Dr. (recipient's surname),\" depending on the chosen register.\n\n* opening_line - The opening line of the email. It should be a continuation of the greeting and should be a short sentence that leads to the body of the email. The opening line should be between 10 and 20 words.\n\n* body - The body of the email (the call-to-action). To write a the body, follow these rules:\n - Needs to remind your prospect (buyer) to respond to your last enquiry.\n - Be mindful of the fact that Klemen Hrovat has already reached out to the prospect but has not heard back. \n - If you do need to mention the date of the last communication event, do not mention it explicitly, use relative time instead (last week, yesterday, two days ago...). \n - Do **NOT** start the body with \"I hope this email finds you well\", \"We haven't had a chance to connect\", \"I haven't heard from you\", \"touching base\", and similar email openings as they provide no value to the recipient. Simply start with the point, do not include any uninformative opening sentence. \n - Do not include any opening or closing statements in the body. Limit the body only to informative and to the point content. \n - Mimic the register from the past conversation. \n - Do not repeat information or courtesy sentences from the previous emails. \n - The length of the body should be between 50 and 120 words. \n - Go straight to the point without too much fluff, but keep it kind and polite.\n\n* closing - A courtesy closing statement. Tell the recipient that you are looking forward to their reply. Keep it very short, one short sentence only.\n\n* signature - Sender's signature. Only include a very basic farewell-line like \"Thanks, Klemen\", \"Best, Klemen\", \"Regards, Klemen\". Do NOT generate full Klemen Hrovat's signature.\n\n--\n\nALSO IMPORTANT:\n\n* Carefully examine the last communication event from the prospect (buyer) and the last communication event from the seller. These two events will give you the most relevant information on how to write your email.\n* Do not repeat information or courtesy sentences from the previous emails that the seller has already sent. For example, if the seller already expressed best new year's wishes in the previous email, do not repeat them in this email.\n* The email content needs to be in the same language as the rest of the communication in the context.\n\n\nThe following is the correspondence between the buyer and the seller. The last event in this list is the latest one. The latest event is probably the most important one for making a decision.\n\n\n\nYou have been provided the following context to perform your task:\n - The current time is 2024-04-08 08:26:30.414670."
},
{
"role": "user",
"content": "The text to parse:\nEVENT TYPE: meeting (Bidirectional)\nSUBJECT: Calendly: Intro to Meetings.bio\nSENDERS: None\nTIME: 2024-03-21 11:45:00+00:00\n\nBODY:\n\n<strong>Location: </strong>https://us06web.zoom.us/j/82362150258?pwd=UkpfrDIYlVw9sQtFPOKVnQJRI89HFw.1</br></br><strong>Contact's Time Zone: </strong>Eastern Time - US & Canada</br></br>\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio\nSENDERS: klemen@meetings.bio\nRECIPIENTS: swadesh76@gmail.com\nTIME: 2024-01-09 07:53:02+00:00\n\nBODY:\n\nHi Swadesh,\n\nI'd like to ensure you have everything you need to make an informed decision. If you'd like to discuss any aspects of the agreement or have questions, please schedule a time for us to talk at https://calendly.com/meetings_bio/30min.\n\nLooking forward to moving ahead together.\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio\nSENDERS: klemen@meetings.bio\nTIME: 2024-01-22 23:02:46.194000+00:00\n\nBODY:\n\nSwadesh,\n\nwould you like to see the cap incorporated into the agreement or is it ok to define it during the onboarding process?\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio\nSENDERS: klemen@meetings.bio\nTIME: 2023-12-06 20:26:31.414000+00:00\n\nBODY:\n\nHello Swadesh,\n\nThank you for reaching out and booking a call. Based on your email I am not sure what company you work at. Could you please kindly send me the link to your company's website so I can skim through and have a rough understanding of your business prior to the call?\n\nDo you have any specific topics you would like to discuss next week?\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio\nSENDERS: klemen@meetings.bio\nRECIPIENTS: swadesh76@gmail.com, swadesh76@yahoo.com\nTIME: 2024-01-11 21:29:00+00:00\n\nBODY:\n\nHi Swadesh,\n\nSure, we can put a cap on, let's say 4 meetings per month, to keep your budget under control. If you want, we can add this to the agreement and increase later if needed, or just agree on this during the onboarding and we'll make sure we don't go over it.\n\nWhat would you prefer?\n\n-- END OF MESSAGE --\n\n-=-\n\nTo avoid any doubt, this is the LAST EVENT:\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio\nSENDERS: klemen@meetings.bio\nRECIPIENTS: swadesh76@gmail.com, swadesh76@yahoo.com\nTIME: 2024-01-11 21:29:00+00:00\n\nBODY:\n\nHi Swadesh,\n\nSure, we can put a cap on, let's say 4 meetings per month, to keep your budget under control. If you want, we can add this to the agreement and increase later if needed, or just agree on this during the onboarding and we'll make sure we don't go over it.\n\nWhat would you prefer?\n\n-- END OF MESSAGE --\n\n-=-\n\nADDITIONAL CONTEXT:\n\nDEAL NAME: turboregs\nOFFERING: None\nDEAL OWNER: Klemen Hrovat\nDEAL OWNER EMAIL: klemen@meetings.bio\nDEAL OWNER COMPANY: Meetings.bio\nPROSPECT NAME: Swadesh Sharma\nPROSPECT COMPANY: None"
}
],
"functions": [
{
"name": "format_response",
"parameters": {
"type": "object",
"required": [
"subject_line",
"recipients",
"greeting",
"opening_line",
"body",
"closing",
"signature"
],
"properties": {
"body": {
"type": "string",
"title": "Body"
},
"closing": {
"type": "string",
"title": "Closing"
},
"greeting": {
"type": "string",
"title": "Greeting"
},
"signature": {
"type": "string",
"title": "Signature"
},
"recipients": {
"type": "array",
"items": {
"type": "string"
},
"title": "Recipients"
},
"opening_line": {
"type": "string",
"title": "Opening line"
},
"subject_line": {
"type": "string",
"title": "Subject line"
}
}
},
"description": "A representation of the next best possible email the seller needs to send to the buyer (prospect), given the communication between the seller and their buyer, and the information about the deal."
}
],
"max_tokens": 1500,
"temperature": 0.0,
"function_call": {
"name": "format_response"
},
"request_timeout": 600
}
Events
The text to parse:
EVENT TYPE: meeting (Bidirectional)
SUBJECT: Calendly: Intro to Meetings.bio
SENDERS: None
TIME: 2024-03-21 11:45:00+00:00
BODY:
<strong>Location: </strong>https://us06web.zoom.us/j/82362150258?pwd=UkpfrDIYlVw9sQtFPOKVnQJRI89HFw.1</br></br><strong>Contact's Time Zone: </strong>Eastern Time - US & Canada</br></br>
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio
SENDERS: klemen@meetings.bio
RECIPIENTS: swadesh76@gmail.com
TIME: 2024-01-09 07:53:02+00:00
BODY:
Hi Swadesh,
I'd like to ensure you have everything you need to make an informed decision. If you'd like to discuss any aspects of the agreement or have questions, please schedule a time for us to talk at https://calendly.com/meetings_bio/30min.
Looking forward to moving ahead together.
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio
SENDERS: klemen@meetings.bio
TIME: 2024-01-22 23:02:46.194000+00:00
BODY:
Swadesh,
would you like to see the cap incorporated into the agreement or is it ok to define it during the onboarding process?
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio
SENDERS: klemen@meetings.bio
TIME: 2023-12-06 20:26:31.414000+00:00
BODY:
Hello Swadesh,
Thank you for reaching out and booking a call. Based on your email I am not sure what company you work at. Could you please kindly send me the link to your company's website so I can skim through and have a rough understanding of your business prior to the call?
Do you have any specific topics you would like to discuss next week?
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio
SENDERS: klemen@meetings.bio
RECIPIENTS: swadesh76@gmail.com, swadesh76@yahoo.com
TIME: 2024-01-11 21:29:00+00:00
BODY:
Hi Swadesh,
Sure, we can put a cap on, let's say 4 meetings per month, to keep your budget under control. If you want, we can add this to the agreement and increase later if needed, or just agree on this during the onboarding and we'll make sure we don't go over it.
What would you prefer?
-- END OF MESSAGE --
-=-
To avoid any doubt, this is the LAST EVENT:
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio
SENDERS: klemen@meetings.bio
RECIPIENTS: swadesh76@gmail.com, swadesh76@yahoo.com
TIME: 2024-01-11 21:29:00+00:00
BODY:
Hi Swadesh,
Sure, we can put a cap on, let's say 4 meetings per month, to keep your budget under control. If you want, we can add this to the agreement and increase later if needed, or just agree on this during the onboarding and we'll make sure we don't go over it.
What would you prefer?
-- END OF MESSAGE --
-=-
ADDITIONAL CONTEXT:
DEAL NAME: turboregs
OFFERING: None
DEAL OWNER: Klemen Hrovat
DEAL OWNER EMAIL: klemen@meetings.bio
DEAL OWNER COMPANY: Meetings.bio
PROSPECT NAME: Swadesh Sharma
PROSPECT COMPANY: None
Response
{
"id": "chatcmpl-9Becgw33N9lafnruuKjER2Xt0cKgY",
"model": "gpt-4-0125-preview",
"usage": {
"total_tokens": 2041,
"prompt_tokens": 1920,
"completion_tokens": 121
},
"object": "chat.completion",
"choices": [
{
"index": 0,
"message": {
"role": "assistant",
"content": null,
"function_call": {
"name": "format_response",
"arguments": "{\"subject_line\":\"Follow-up on Meeting Cap Agreement\",\"recipients\":[\"swadesh76@gmail.com\",\"swadesh76@yahoo.com\"],\"greeting\":\"Hi Swadesh,\",\"opening_line\":\"I hope you're doing well since our last conversation.\",\"body\":\"In our previous email, we discussed implementing a cap of 4 meetings per month to manage your budget effectively. We can formalize this in the agreement or decide during onboarding. Your preference is crucial for us to proceed smoothly. Could you please share your thoughts on this?\",\"closing\":\"Looking forward to your response.\",\"signature\":\"Best, Klemen\"}"
}
},
"logprobs": null,
"finish_reason": "stop"
}
],
"created": 1712564790,
"system_fingerprint": "fp_b77cb481ed"
}
--- MODEL INVOCATION 'fix_email_body 0 GPT_4' at cost $0.0523 (at 2024-04-08 08:26:35)
Prompt
{
"model": "gpt-4-0125-preview",
"messages": [
{
"role": "system",
"content": "The user will provide text that you need to parse into a structured form.\nTo validate your response, you must call the `format_response` function.\nUse the provided text and context to extract, deduce, or infer\nany parameters needed by `format_response`, including any missing data.\n\nAlso note that: A professional sales email writer wrote this email:\n\n--GREETING--\nHi Swadesh,\n--END OF GREETING--\n\n--OPENING LINE--\nI hope you're doing well since our last conversation.\n--END OF OPENING LINE--\n\n--BODY--\nIn our previous email, we discussed implementing a cap of 4 meetings per month to manage your budget effectively. We can formalize this in the agreement or decide during onboarding. Your preference is crucial for us to proceed smoothly. Could you please share your thoughts on this?\n--END OF BODY--\n\n--CLOSING--\nLooking forward to your response.\n--END OF CLOSING--\n\n--SIGNATURE--\nBest, Klemen\n--END OF SIGNATURE--\n\n-- END OF MESSAGE --\n\nIt is your task to examine the past conversation between the seller Klemen Hrovat and the buyer (prospect) and check the give email's BODY (and only BODY) against the following requirements:\n\n* The email body needs to remind your prospect (buyer) to respond to your last enquiry. Be mindful of the fact that Klemen Hrovat has already reached out to the prospect but has not heard back. \n* Do not mention the date of last communication explicitly, use relative time instead (last week, yesterday, two days ago...). \n* The length of the body should be between 50 and 120 words. Go straight to the point without too much fluff, but keep it kind and polite.\n\nThen, please reformulate this email's BODY so that it will conform to as many of these requirements as possible. Make minimal changes. Modify it only if it clearly violates one of the requirements. If the email body already conforms to the requirements, do not change it and simply copy-paste it to the output.\n\n\nYou have been provided the following context to perform your task:\n - The current time is 2024-04-08 08:26:35.916357."
},
{
"role": "user",
"content": "The text to parse:\nEVENT TYPE: meeting (Bidirectional)\nSUBJECT: Calendly: Intro to Meetings.bio\nSENDERS: None\nTIME: 2024-03-21 11:45:00+00:00\n\nBODY:\n\n<strong>Location: </strong>https://us06web.zoom.us/j/82362150258?pwd=UkpfrDIYlVw9sQtFPOKVnQJRI89HFw.1</br></br><strong>Contact's Time Zone: </strong>Eastern Time - US & Canada</br></br>\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio\nSENDERS: klemen@meetings.bio\nRECIPIENTS: swadesh76@gmail.com\nTIME: 2024-01-09 07:53:02+00:00\n\nBODY:\n\nHi Swadesh,\n\nI'd like to ensure you have everything you need to make an informed decision. If you'd like to discuss any aspects of the agreement or have questions, please schedule a time for us to talk at https://calendly.com/meetings_bio/30min.\n\nLooking forward to moving ahead together.\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio\nSENDERS: klemen@meetings.bio\nTIME: 2024-01-22 23:02:46.194000+00:00\n\nBODY:\n\nSwadesh,\n\nwould you like to see the cap incorporated into the agreement or is it ok to define it during the onboarding process?\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio\nSENDERS: klemen@meetings.bio\nTIME: 2023-12-06 20:26:31.414000+00:00\n\nBODY:\n\nHello Swadesh,\n\nThank you for reaching out and booking a call. Based on your email I am not sure what company you work at. Could you please kindly send me the link to your company's website so I can skim through and have a rough understanding of your business prior to the call?\n\nDo you have any specific topics you would like to discuss next week?\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio\nSENDERS: klemen@meetings.bio\nRECIPIENTS: swadesh76@gmail.com, swadesh76@yahoo.com\nTIME: 2024-01-11 21:29:00+00:00\n\nBODY:\n\nHi Swadesh,\n\nSure, we can put a cap on, let's say 4 meetings per month, to keep your budget under control. If you want, we can add this to the agreement and increase later if needed, or just agree on this during the onboarding and we'll make sure we don't go over it.\n\nWhat would you prefer?\n\n-- END OF MESSAGE --\n\n-=-\n\nTo avoid any doubt, this is the LAST EVENT:\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio\nSENDERS: klemen@meetings.bio\nRECIPIENTS: swadesh76@gmail.com, swadesh76@yahoo.com\nTIME: 2024-01-11 21:29:00+00:00\n\nBODY:\n\nHi Swadesh,\n\nSure, we can put a cap on, let's say 4 meetings per month, to keep your budget under control. If you want, we can add this to the agreement and increase later if needed, or just agree on this during the onboarding and we'll make sure we don't go over it.\n\nWhat would you prefer?\n\n-- END OF MESSAGE --\n\n-=-\n\nADDITIONAL CONTEXT:\n\nDEAL NAME: turboregs\nOFFERING: None\nDEAL OWNER: Klemen Hrovat\nDEAL OWNER EMAIL: klemen@meetings.bio\nDEAL OWNER COMPANY: Meetings.bio\nPROSPECT NAME: Swadesh Sharma\nPROSPECT COMPANY: None"
}
],
"functions": [
{
"name": "format_response",
"parameters": {
"type": "object",
"required": [
"fixed_email_body",
"explanation"
],
"properties": {
"explanation": {
"type": "string",
"title": "Explanation"
},
"fixed_email_body": {
"type": "string",
"title": "Fixed email body"
}
}
},
"description": "Reformulated or copied email body that conforms to the given requirements. Keep the changes to the absolute minimum."
}
],
"max_tokens": 1500,
"temperature": 0.0,
"function_call": {
"name": "format_response"
},
"request_timeout": 600
}
Events
The text to parse:
EVENT TYPE: meeting (Bidirectional)
SUBJECT: Calendly: Intro to Meetings.bio
SENDERS: None
TIME: 2024-03-21 11:45:00+00:00
BODY:
<strong>Location: </strong>https://us06web.zoom.us/j/82362150258?pwd=UkpfrDIYlVw9sQtFPOKVnQJRI89HFw.1</br></br><strong>Contact's Time Zone: </strong>Eastern Time - US & Canada</br></br>
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio
SENDERS: klemen@meetings.bio
RECIPIENTS: swadesh76@gmail.com
TIME: 2024-01-09 07:53:02+00:00
BODY:
Hi Swadesh,
I'd like to ensure you have everything you need to make an informed decision. If you'd like to discuss any aspects of the agreement or have questions, please schedule a time for us to talk at https://calendly.com/meetings_bio/30min.
Looking forward to moving ahead together.
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio
SENDERS: klemen@meetings.bio
TIME: 2024-01-22 23:02:46.194000+00:00
BODY:
Swadesh,
would you like to see the cap incorporated into the agreement or is it ok to define it during the onboarding process?
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio
SENDERS: klemen@meetings.bio
TIME: 2023-12-06 20:26:31.414000+00:00
BODY:
Hello Swadesh,
Thank you for reaching out and booking a call. Based on your email I am not sure what company you work at. Could you please kindly send me the link to your company's website so I can skim through and have a rough understanding of your business prior to the call?
Do you have any specific topics you would like to discuss next week?
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio
SENDERS: klemen@meetings.bio
RECIPIENTS: swadesh76@gmail.com, swadesh76@yahoo.com
TIME: 2024-01-11 21:29:00+00:00
BODY:
Hi Swadesh,
Sure, we can put a cap on, let's say 4 meetings per month, to keep your budget under control. If you want, we can add this to the agreement and increase later if needed, or just agree on this during the onboarding and we'll make sure we don't go over it.
What would you prefer?
-- END OF MESSAGE --
-=-
To avoid any doubt, this is the LAST EVENT:
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio
SENDERS: klemen@meetings.bio
RECIPIENTS: swadesh76@gmail.com, swadesh76@yahoo.com
TIME: 2024-01-11 21:29:00+00:00
BODY:
Hi Swadesh,
Sure, we can put a cap on, let's say 4 meetings per month, to keep your budget under control. If you want, we can add this to the agreement and increase later if needed, or just agree on this during the onboarding and we'll make sure we don't go over it.
What would you prefer?
-- END OF MESSAGE --
-=-
ADDITIONAL CONTEXT:
DEAL NAME: turboregs
OFFERING: None
DEAL OWNER: Klemen Hrovat
DEAL OWNER EMAIL: klemen@meetings.bio
DEAL OWNER COMPANY: Meetings.bio
PROSPECT NAME: Swadesh Sharma
PROSPECT COMPANY: None
Response
{
"id": "chatcmpl-9BecmK0fO0nnQIaTk1EUqDWacZFNC",
"model": "gpt-4-0125-preview",
"usage": {
"total_tokens": 1617,
"prompt_tokens": 1490,
"completion_tokens": 127
},
"object": "chat.completion",
"choices": [
{
"index": 0,
"message": {
"role": "assistant",
"content": null,
"function_call": {
"name": "format_response",
"arguments": "{\n \"fixed_email_body\": \"In our previous email, we discussed implementing a cap of 4 meetings per month to manage your budget effectively. We can formalize this in the agreement or decide during onboarding. Your preference is crucial for us to proceed smoothly. Could you please share your thoughts on this?\",\n \"explanation\": \"The original email body already meets the requirements. It reminds the prospect to respond to the last enquiry without mentioning the date of the last communication explicitly, and it is within the specified word count range. The message is direct, polite, and to the point, thus no changes are needed.\"\n}"
}
},
"logprobs": null,
"finish_reason": "stop"
}
],
"created": 1712564796,
"system_fingerprint": "fp_b77cb481ed"
}
END ACTION (at 2024-04-08 08:26:41)
BEGIN ACTION in CREATE_TASK_FOR_DEFAULT_REMINDER (at 2024-04-08 09:29:26)
Context
{
"events": [
{
"id": 23292,
"body": "Hi Swadesh,\n\nI wanted to touch base regarding the agreement I sent over for your review. If you have any questions or need further clarification on any points, please feel free to reach out. We're keen to move forward together.",
"type": "email",
"title": "Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"swadesh76@gmail.com"
],
"full_name": "Swadesh Sharma",
"last_name": "Sharma",
"first_name": "Swadesh",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2023-12-19T09:55:53Z",
"message_id": null,
"recipients": [
"swadesh76@gmail.com"
],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 1600,
"body": "<strong>Location: </strong>https://us02web.zoom.us/j/86287576485?pwd=NUhhNXJKd21kZjdHMXVEb2Q0UkZqdz09</br></br><strong>Contact's Time Zone: </strong>Eastern Time - US & Canada</br></br>",
"type": "meeting",
"title": "Calendly: Intro to Meetings.bio",
"sender": null,
"persons": [
{
"emails": [
"swadesh76@gmail.com"
],
"full_name": "Swadesh Sharma",
"last_name": "Sharma",
"first_name": "Swadesh",
"organizations": []
}
],
"direction": "EventDirection.BIDIRECTIONAL",
"timestamp": "2023-12-12T20:30:00Z",
"message_id": null,
"recipients": null,
"cc_recipients": null,
"bcc_recipients": null
},
{
"id": 23262,
"body": "Hi Swadesh,\n\nThank you for your time. Attached is an agreement for you to review. Please also add your company details and other missing contact details. Send it back to me and I will send it for eSignature.",
"type": "email",
"title": "Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"swadesh76@gmail.com"
],
"full_name": "Swadesh Sharma",
"last_name": "Sharma",
"first_name": "Swadesh",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2023-12-12T20:55:03.147Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 23504,
"body": "Swadesh,\n\nKindly following up to check if we should add the cap to the agreement or you are ok with agreeing on it during the onboarding process?\n\nOther than that, the agreement looks good?",
"type": "email",
"title": "Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"swadesh76@gmail.com"
],
"full_name": "Swadesh Sharma",
"last_name": "Sharma",
"first_name": "Swadesh",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-02-20T21:15:10.717Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 1641,
"body": "<strong>Location: </strong>https://us06web.zoom.us/j/82362150258?pwd=UkpfrDIYlVw9sQtFPOKVnQJRI89HFw.1</br></br><strong>Contact's Time Zone: </strong>Eastern Time - US & Canada</br></br>",
"type": "meeting",
"title": "Calendly: Intro to Meetings.bio",
"sender": null,
"persons": [
{
"emails": [
"swadesh76@gmail.com"
],
"full_name": "Swadesh Sharma",
"last_name": "Sharma",
"first_name": "Swadesh",
"organizations": []
}
],
"direction": "EventDirection.BIDIRECTIONAL",
"timestamp": "2024-03-21T11:45:00Z",
"message_id": null,
"recipients": null,
"cc_recipients": null,
"bcc_recipients": null
},
{
"id": 23362,
"body": "Hi Swadesh,\n\nI'd like to ensure you have everything you need to make an informed decision. If you'd like to discuss any aspects of the agreement or have questions, please schedule a time for us to talk at https://calendly.com/meetings_bio/30min.\n\nLooking forward to moving ahead together.",
"type": "email",
"title": "Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"swadesh76@gmail.com"
],
"full_name": "Swadesh Sharma",
"last_name": "Sharma",
"first_name": "Swadesh",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-01-09T07:53:02Z",
"message_id": null,
"recipients": [
"swadesh76@gmail.com"
],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 23419,
"body": "Swadesh,\n\nwould you like to see the cap incorporated into the agreement or is it ok to define it during the onboarding process?",
"type": "email",
"title": "Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"swadesh76@gmail.com"
],
"full_name": "Swadesh Sharma",
"last_name": "Sharma",
"first_name": "Swadesh",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-01-22T23:02:46.194Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 23234,
"body": "Hello Swadesh,\n\nThank you for reaching out and booking a call. Based on your email I am not sure what company you work at. Could you please kindly send me the link to your company's website so I can skim through and have a rough understanding of your business prior to the call?\n\nDo you have any specific topics you would like to discuss next week?",
"type": "email",
"title": "Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"swadesh76@gmail.com"
],
"full_name": "Swadesh Sharma",
"last_name": "Sharma",
"first_name": "Swadesh",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2023-12-06T20:26:31.414Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 23381,
"body": "Hi Swadesh,\n\nSure, we can put a cap on, let's say 4 meetings per month, to keep your budget under control. If you want, we can add this to the agreement and increase later if needed, or just agree on this during the onboarding and we'll make sure we don't go over it.\n\nWhat would you prefer?",
"type": "email",
"title": "Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"swadesh76@gmail.com"
],
"full_name": "Swadesh Sharma",
"last_name": "Sharma",
"first_name": "Swadesh",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-01-11T21:29:00Z",
"message_id": null,
"recipients": [
"swadesh76@gmail.com, swadesh76@yahoo.com"
],
"cc_recipients": [],
"bcc_recipients": []
}
],
"offering": null,
"deal_name": "turboregs",
"prospects": [
{
"emails": [
"swadesh76@gmail.com"
],
"full_name": "Swadesh Sharma",
"last_name": "Sharma",
"first_name": "Swadesh",
"organizations": []
}
],
"deal_owner_email": "klemen@meetings.bio",
"primary_prospect": {
"emails": [
"swadesh76@gmail.com"
],
"full_name": "Swadesh Sharma",
"last_name": "Sharma",
"first_name": "Swadesh",
"organizations": []
},
"deal_owner_full_name": "Klemen Hrovat",
"deal_owner_last_name": "Hrovat",
"deal_owner_first_name": "Klemen",
"deal_owner_customer_name": "Meetings.bio",
"deal_owner_customer_domain": "meetings.bio",
"primary_prospect_organization": null
}
Entity
{
"id": 32007,
"deal": {
"id": 534,
"name": "turboregs",
"owner": 2,
"stage": 4,
"public_id": "17f93665-4b29-45d4-88d1-73a481e735c7",
"external_id": "16478237562",
"last_modified_in_crm": null
},
"vars": {
"pipeline_stage": "CLOSING",
"pipeline_stage_binary": [
"PROPOSAL"
]
},
"state": "CREATE_TASK_FOR_DEFAULT_REMINDER",
"status": "IN_PROGRESS",
"next_task": 796,
"events_hash": "7d66488dc9b169e16ea22944a6af6d98a3b9a7b3",
"fingerprint": {
"events": "7d66488dc9b169e16ea22944a6af6d98a3b9a7b3",
"offering": "2ef87dc4b9c9e813e0e0433d7547e6b7541d95f5",
"prospect": "b3393e82a1986ce6d2de0bdbe4d8d2b9787ddeb0",
"deal_owner": "ec6bf4d5effdd54ce2a619ab6b933981f503e715"
},
"next_task_key": null
}
--- MODEL INVOCATION 'generate_reminder_email 0 GPT_4' at cost $0.0673 (at 2024-04-08 09:29:26)
Prompt
{
"model": "gpt-4-0125-preview",
"messages": [
{
"role": "system",
"content": "The user will provide text that you need to parse into a structured form.\nTo validate your response, you must call the `format_response` function.\nUse the provided text and context to extract, deduce, or infer\nany parameters needed by `format_response`, including any missing data.\n\nAlso note that: You are a professional sales email writer. Your task is to write a follow-up email. This email will be sent by the seller Klemen Hrovat from Meetings.bio. Be mindful of the fact that Klemen Hrovat has already reached out to the prospect but has not heard back. The email needs to have the following components:\n\n* subject_line - Email subject line. Short and to the point.\n\n* recipients - List of recipients of this email. Be careful to only include the recipients (or one single recipient) with which you were communicating in the last email exchanges. Do not add other recipients if not explicitly requested or required.\n\n* greeting - Salutation. Greets the recipients of this email. It is important to inspect the past conversation and address the recipients in a similar manner when it comes to the register. Consider only short greetings like \"Hi (recipient's first name),\" or \"Dear Dr. (recipient's surname),\" depending on the chosen register.\n\n* opening_line - The opening line of the email. It should be a continuation of the greeting and should be a short sentence that leads to the body of the email. The opening line should be between 10 and 20 words. Do **NOT** start the body with \"I hope this email finds you well\", \"We haven't had a chance to connect\", \"I haven't heard from you\", \"touching base\", \"just checking in\", and similar corny email openings.\n\n\n* body - The body of the email (the call-to-action). To write the body, follow these rules:\n - Needs to remind your prospect (buyer) to respond to your last enquiry.\n - Be mindful of the fact that Klemen Hrovat has already reached out to the prospect but has not heard back. \n - If you do need to mention the date of the last communication event, do not mention it explicitly, use relative time instead (last week, yesterday, two days ago...). \n - Do **NOT** start the body with \"I hope this email finds you well\", \"We haven't had a chance to connect\", \"I haven't heard from you\", \"touching base\", \"just checking in\", and similar email openings as they provide no value to the recipient. Simply start with the point, do not include any uninformative opening sentence. \n - Do not include any opening or closing statements in the body. Limit the body only to informative and to the point content. \n - Mimic the register from the past conversation. \n - Do not repeat information or courtesy sentences from the previous emails. \n - The length of the body should be between 50 and 120 words. \n - Go straight to the point without too much fluff, but keep it kind and polite.\n\n* closing - A courtesy closing statement. Tell the recipient that you are looking forward to their reply. Keep it very short, one short sentence only.\n\n* signature - Sender's signature. Only include a very basic farewell-line like \"Thanks, Klemen\", \"Best, Klemen\", \"Regards, Klemen\". Do NOT generate full Klemen Hrovat's signature.\n\n--\n\nALSO IMPORTANT:\n\n* Carefully examine the last communication event from the prospect (buyer) and the last communication event from the seller. These two events will give you the most relevant information on how to write your email.\n* Do not repeat information or courtesy sentences from the previous emails that the seller has already sent. For example, if the seller already expressed best new year's wishes in the previous email, do not repeat them in this email.\n* The email content needs to be in the same language as the rest of the communication in the context.\n\n\nThe following is the correspondence between the buyer and the seller. The last event in this list is the latest one. The latest event is probably the most important one for making a decision.\n\n\n\nYou have been provided the following context to perform your task:\n - The current time is 2024-04-08 09:29:26.959469."
},
{
"role": "user",
"content": "The text to parse:\nEVENT TYPE: meeting (Bidirectional)\nSUBJECT: Calendly: Intro to Meetings.bio\nSENDERS: None\nTIME: 2024-03-21 11:45:00+00:00\n\nBODY:\n\n<strong>Location: </strong>https://us06web.zoom.us/j/82362150258?pwd=UkpfrDIYlVw9sQtFPOKVnQJRI89HFw.1</br></br><strong>Contact's Time Zone: </strong>Eastern Time - US & Canada</br></br>\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio\nSENDERS: klemen@meetings.bio\nRECIPIENTS: swadesh76@gmail.com\nTIME: 2024-01-09 07:53:02+00:00\n\nBODY:\n\nHi Swadesh,\n\nI'd like to ensure you have everything you need to make an informed decision. If you'd like to discuss any aspects of the agreement or have questions, please schedule a time for us to talk at https://calendly.com/meetings_bio/30min.\n\nLooking forward to moving ahead together.\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio\nSENDERS: klemen@meetings.bio\nTIME: 2024-01-22 23:02:46.194000+00:00\n\nBODY:\n\nSwadesh,\n\nwould you like to see the cap incorporated into the agreement or is it ok to define it during the onboarding process?\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio\nSENDERS: klemen@meetings.bio\nTIME: 2023-12-06 20:26:31.414000+00:00\n\nBODY:\n\nHello Swadesh,\n\nThank you for reaching out and booking a call. Based on your email I am not sure what company you work at. Could you please kindly send me the link to your company's website so I can skim through and have a rough understanding of your business prior to the call?\n\nDo you have any specific topics you would like to discuss next week?\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio\nSENDERS: klemen@meetings.bio\nRECIPIENTS: swadesh76@gmail.com, swadesh76@yahoo.com\nTIME: 2024-01-11 21:29:00+00:00\n\nBODY:\n\nHi Swadesh,\n\nSure, we can put a cap on, let's say 4 meetings per month, to keep your budget under control. If you want, we can add this to the agreement and increase later if needed, or just agree on this during the onboarding and we'll make sure we don't go over it.\n\nWhat would you prefer?\n\n-- END OF MESSAGE --\n\n-=-\n\nTo avoid any doubt, this is the LAST EVENT:\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio\nSENDERS: klemen@meetings.bio\nRECIPIENTS: swadesh76@gmail.com, swadesh76@yahoo.com\nTIME: 2024-01-11 21:29:00+00:00\n\nBODY:\n\nHi Swadesh,\n\nSure, we can put a cap on, let's say 4 meetings per month, to keep your budget under control. If you want, we can add this to the agreement and increase later if needed, or just agree on this during the onboarding and we'll make sure we don't go over it.\n\nWhat would you prefer?\n\n-- END OF MESSAGE --\n\n-=-\n\nADDITIONAL CONTEXT:\n\nDEAL NAME: turboregs\nOFFERING: None\nDEAL OWNER: Klemen Hrovat\nDEAL OWNER EMAIL: klemen@meetings.bio\nDEAL OWNER COMPANY: Meetings.bio\nPROSPECT NAME: Swadesh Sharma\nPROSPECT COMPANY: None"
}
],
"functions": [
{
"name": "format_response",
"parameters": {
"type": "object",
"required": [
"subject_line",
"recipients",
"greeting",
"opening_line",
"body",
"closing",
"signature"
],
"properties": {
"body": {
"type": "string",
"title": "Body"
},
"closing": {
"type": "string",
"title": "Closing"
},
"greeting": {
"type": "string",
"title": "Greeting"
},
"signature": {
"type": "string",
"title": "Signature"
},
"recipients": {
"type": "array",
"items": {
"type": "string"
},
"title": "Recipients"
},
"opening_line": {
"type": "string",
"title": "Opening line"
},
"subject_line": {
"type": "string",
"title": "Subject line"
}
}
},
"description": "A representation of the next best possible email the seller needs to send to the buyer (prospect), given the communication between the seller and their buyer, and the information about the deal."
}
],
"max_tokens": 1500,
"temperature": 0.0,
"function_call": {
"name": "format_response"
},
"request_timeout": 600
}
Events
The text to parse:
EVENT TYPE: meeting (Bidirectional)
SUBJECT: Calendly: Intro to Meetings.bio
SENDERS: None
TIME: 2024-03-21 11:45:00+00:00
BODY:
<strong>Location: </strong>https://us06web.zoom.us/j/82362150258?pwd=UkpfrDIYlVw9sQtFPOKVnQJRI89HFw.1</br></br><strong>Contact's Time Zone: </strong>Eastern Time - US & Canada</br></br>
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio
SENDERS: klemen@meetings.bio
RECIPIENTS: swadesh76@gmail.com
TIME: 2024-01-09 07:53:02+00:00
BODY:
Hi Swadesh,
I'd like to ensure you have everything you need to make an informed decision. If you'd like to discuss any aspects of the agreement or have questions, please schedule a time for us to talk at https://calendly.com/meetings_bio/30min.
Looking forward to moving ahead together.
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio
SENDERS: klemen@meetings.bio
TIME: 2024-01-22 23:02:46.194000+00:00
BODY:
Swadesh,
would you like to see the cap incorporated into the agreement or is it ok to define it during the onboarding process?
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio
SENDERS: klemen@meetings.bio
TIME: 2023-12-06 20:26:31.414000+00:00
BODY:
Hello Swadesh,
Thank you for reaching out and booking a call. Based on your email I am not sure what company you work at. Could you please kindly send me the link to your company's website so I can skim through and have a rough understanding of your business prior to the call?
Do you have any specific topics you would like to discuss next week?
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio
SENDERS: klemen@meetings.bio
RECIPIENTS: swadesh76@gmail.com, swadesh76@yahoo.com
TIME: 2024-01-11 21:29:00+00:00
BODY:
Hi Swadesh,
Sure, we can put a cap on, let's say 4 meetings per month, to keep your budget under control. If you want, we can add this to the agreement and increase later if needed, or just agree on this during the onboarding and we'll make sure we don't go over it.
What would you prefer?
-- END OF MESSAGE --
-=-
To avoid any doubt, this is the LAST EVENT:
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio
SENDERS: klemen@meetings.bio
RECIPIENTS: swadesh76@gmail.com, swadesh76@yahoo.com
TIME: 2024-01-11 21:29:00+00:00
BODY:
Hi Swadesh,
Sure, we can put a cap on, let's say 4 meetings per month, to keep your budget under control. If you want, we can add this to the agreement and increase later if needed, or just agree on this during the onboarding and we'll make sure we don't go over it.
What would you prefer?
-- END OF MESSAGE --
-=-
ADDITIONAL CONTEXT:
DEAL NAME: turboregs
OFFERING: None
DEAL OWNER: Klemen Hrovat
DEAL OWNER EMAIL: klemen@meetings.bio
DEAL OWNER COMPANY: Meetings.bio
PROSPECT NAME: Swadesh Sharma
PROSPECT COMPANY: None
Response
{
"id": "chatcmpl-9BfbbuNfJK1IjwxWrDoXRn6CTTzxd",
"model": "gpt-4-0125-preview",
"usage": {
"total_tokens": 2110,
"prompt_tokens": 1976,
"completion_tokens": 134
},
"object": "chat.completion",
"choices": [
{
"index": 0,
"message": {
"role": "assistant",
"content": null,
"function_call": {
"name": "format_response",
"arguments": "{\"subject_line\":\"Clarification Needed on Meeting Cap Agreement\",\"recipients\":[\"swadesh76@gmail.com\",\"swadesh76@yahoo.com\"],\"greeting\":\"Hi Swadesh,\",\"opening_line\":\"I'm reaching out to follow up on our last conversation.\",\"body\":\"In our previous email, we discussed implementing a cap of 4 meetings per month to manage your budget effectively. We mentioned two options: adding this cap directly to the agreement or deciding during the onboarding process. Your preference on this matter is crucial for us to proceed accordingly. Could you kindly share your thoughts or decision on this?\",\"closing\":\"Looking forward to your response.\",\"signature\":\"Best, Klemen\"}"
}
},
"logprobs": null,
"finish_reason": "stop"
}
],
"created": 1712568567,
"system_fingerprint": "fp_b77cb481ed"
}
--- MODEL INVOCATION 'fix_email_body 0 GPT_4' at cost $0.0530 (at 2024-04-08 09:29:34)
Prompt
{
"model": "gpt-4-0125-preview",
"messages": [
{
"role": "system",
"content": "The user will provide text that you need to parse into a structured form.\nTo validate your response, you must call the `format_response` function.\nUse the provided text and context to extract, deduce, or infer\nany parameters needed by `format_response`, including any missing data.\n\nAlso note that: A professional sales email writer wrote this email:\n\n--GREETING--\nHi Swadesh,\n--END OF GREETING--\n\n--OPENING LINE--\nI'm reaching out to follow up on our last conversation.\n--END OF OPENING LINE--\n\n--BODY--\nIn our previous email, we discussed implementing a cap of 4 meetings per month to manage your budget effectively. We mentioned two options: adding this cap directly to the agreement or deciding during the onboarding process. Your preference on this matter is crucial for us to proceed accordingly. Could you kindly share your thoughts or decision on this?\n--END OF BODY--\n\n--CLOSING--\nLooking forward to your response.\n--END OF CLOSING--\n\n--SIGNATURE--\nBest, Klemen\n--END OF SIGNATURE--\n\n-- END OF MESSAGE --\n\nIt is your task to examine the past conversation between the seller Klemen Hrovat and the buyer (prospect) and check the give email's BODY (and only BODY) against the following requirements:\n\n* The email body needs to remind your prospect (buyer) to respond to your last enquiry. Be mindful of the fact that Klemen Hrovat has already reached out to the prospect but has not heard back. \n* Do not mention the date of last communication explicitly, use relative time instead (last week, yesterday, two days ago...). \n* The length of the body should be between 50 and 120 words. Go straight to the point without too much fluff, but keep it kind and polite.\n\nThen, please reformulate this email's BODY so that it will conform to as many of these requirements as possible. Make minimal changes. Modify it only if it clearly violates one of the requirements. If the email body already conforms to the requirements, do not change it and simply copy-paste it to the output.\n\n\nYou have been provided the following context to perform your task:\n - The current time is 2024-04-08 09:29:34.314196."
},
{
"role": "user",
"content": "The text to parse:\nEVENT TYPE: meeting (Bidirectional)\nSUBJECT: Calendly: Intro to Meetings.bio\nSENDERS: None\nTIME: 2024-03-21 11:45:00+00:00\n\nBODY:\n\n<strong>Location: </strong>https://us06web.zoom.us/j/82362150258?pwd=UkpfrDIYlVw9sQtFPOKVnQJRI89HFw.1</br></br><strong>Contact's Time Zone: </strong>Eastern Time - US & Canada</br></br>\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio\nSENDERS: klemen@meetings.bio\nRECIPIENTS: swadesh76@gmail.com\nTIME: 2024-01-09 07:53:02+00:00\n\nBODY:\n\nHi Swadesh,\n\nI'd like to ensure you have everything you need to make an informed decision. If you'd like to discuss any aspects of the agreement or have questions, please schedule a time for us to talk at https://calendly.com/meetings_bio/30min.\n\nLooking forward to moving ahead together.\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio\nSENDERS: klemen@meetings.bio\nTIME: 2024-01-22 23:02:46.194000+00:00\n\nBODY:\n\nSwadesh,\n\nwould you like to see the cap incorporated into the agreement or is it ok to define it during the onboarding process?\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio\nSENDERS: klemen@meetings.bio\nTIME: 2023-12-06 20:26:31.414000+00:00\n\nBODY:\n\nHello Swadesh,\n\nThank you for reaching out and booking a call. Based on your email I am not sure what company you work at. Could you please kindly send me the link to your company's website so I can skim through and have a rough understanding of your business prior to the call?\n\nDo you have any specific topics you would like to discuss next week?\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio\nSENDERS: klemen@meetings.bio\nRECIPIENTS: swadesh76@gmail.com, swadesh76@yahoo.com\nTIME: 2024-01-11 21:29:00+00:00\n\nBODY:\n\nHi Swadesh,\n\nSure, we can put a cap on, let's say 4 meetings per month, to keep your budget under control. If you want, we can add this to the agreement and increase later if needed, or just agree on this during the onboarding and we'll make sure we don't go over it.\n\nWhat would you prefer?\n\n-- END OF MESSAGE --\n\n-=-\n\nTo avoid any doubt, this is the LAST EVENT:\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio\nSENDERS: klemen@meetings.bio\nRECIPIENTS: swadesh76@gmail.com, swadesh76@yahoo.com\nTIME: 2024-01-11 21:29:00+00:00\n\nBODY:\n\nHi Swadesh,\n\nSure, we can put a cap on, let's say 4 meetings per month, to keep your budget under control. If you want, we can add this to the agreement and increase later if needed, or just agree on this during the onboarding and we'll make sure we don't go over it.\n\nWhat would you prefer?\n\n-- END OF MESSAGE --\n\n-=-\n\nADDITIONAL CONTEXT:\n\nDEAL NAME: turboregs\nOFFERING: None\nDEAL OWNER: Klemen Hrovat\nDEAL OWNER EMAIL: klemen@meetings.bio\nDEAL OWNER COMPANY: Meetings.bio\nPROSPECT NAME: Swadesh Sharma\nPROSPECT COMPANY: None"
}
],
"functions": [
{
"name": "format_response",
"parameters": {
"type": "object",
"required": [
"fixed_email_body",
"explanation"
],
"properties": {
"explanation": {
"type": "string",
"title": "Explanation"
},
"fixed_email_body": {
"type": "string",
"title": "Fixed email body"
}
}
},
"description": "Reformulated or copied email body that conforms to the given requirements. Keep the changes to the absolute minimum."
}
],
"max_tokens": 1500,
"temperature": 0.0,
"function_call": {
"name": "format_response"
},
"request_timeout": 600
}
Events
The text to parse:
EVENT TYPE: meeting (Bidirectional)
SUBJECT: Calendly: Intro to Meetings.bio
SENDERS: None
TIME: 2024-03-21 11:45:00+00:00
BODY:
<strong>Location: </strong>https://us06web.zoom.us/j/82362150258?pwd=UkpfrDIYlVw9sQtFPOKVnQJRI89HFw.1</br></br><strong>Contact's Time Zone: </strong>Eastern Time - US & Canada</br></br>
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio
SENDERS: klemen@meetings.bio
RECIPIENTS: swadesh76@gmail.com
TIME: 2024-01-09 07:53:02+00:00
BODY:
Hi Swadesh,
I'd like to ensure you have everything you need to make an informed decision. If you'd like to discuss any aspects of the agreement or have questions, please schedule a time for us to talk at https://calendly.com/meetings_bio/30min.
Looking forward to moving ahead together.
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio
SENDERS: klemen@meetings.bio
TIME: 2024-01-22 23:02:46.194000+00:00
BODY:
Swadesh,
would you like to see the cap incorporated into the agreement or is it ok to define it during the onboarding process?
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio
SENDERS: klemen@meetings.bio
TIME: 2023-12-06 20:26:31.414000+00:00
BODY:
Hello Swadesh,
Thank you for reaching out and booking a call. Based on your email I am not sure what company you work at. Could you please kindly send me the link to your company's website so I can skim through and have a rough understanding of your business prior to the call?
Do you have any specific topics you would like to discuss next week?
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio
SENDERS: klemen@meetings.bio
RECIPIENTS: swadesh76@gmail.com, swadesh76@yahoo.com
TIME: 2024-01-11 21:29:00+00:00
BODY:
Hi Swadesh,
Sure, we can put a cap on, let's say 4 meetings per month, to keep your budget under control. If you want, we can add this to the agreement and increase later if needed, or just agree on this during the onboarding and we'll make sure we don't go over it.
What would you prefer?
-- END OF MESSAGE --
-=-
To avoid any doubt, this is the LAST EVENT:
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio
SENDERS: klemen@meetings.bio
RECIPIENTS: swadesh76@gmail.com, swadesh76@yahoo.com
TIME: 2024-01-11 21:29:00+00:00
BODY:
Hi Swadesh,
Sure, we can put a cap on, let's say 4 meetings per month, to keep your budget under control. If you want, we can add this to the agreement and increase later if needed, or just agree on this during the onboarding and we'll make sure we don't go over it.
What would you prefer?
-- END OF MESSAGE --
-=-
ADDITIONAL CONTEXT:
DEAL NAME: turboregs
OFFERING: None
DEAL OWNER: Klemen Hrovat
DEAL OWNER EMAIL: klemen@meetings.bio
DEAL OWNER COMPANY: Meetings.bio
PROSPECT NAME: Swadesh Sharma
PROSPECT COMPANY: None
Response
{
"id": "chatcmpl-9BfbiKliqk7geQmvTIzDpbx6q7CpH",
"model": "gpt-4-0125-preview",
"usage": {
"total_tokens": 1634,
"prompt_tokens": 1502,
"completion_tokens": 132
},
"object": "chat.completion",
"choices": [
{
"index": 0,
"message": {
"role": "assistant",
"content": null,
"function_call": {
"name": "format_response",
"arguments": "{\n \"fixed_email_body\": \"In our previous email, we discussed implementing a cap of 4 meetings per month to manage your budget effectively. We mentioned two options: adding this cap directly to the agreement or deciding during the onboarding process. Your preference on this matter is crucial for us to proceed accordingly. Could you kindly share your thoughts or decision on this?\",\n \"explanation\": \"The original email body already meets the requirements. It reminds the prospect to respond to the last enquiry without mentioning the date of the last communication explicitly, and it is within the specified word count range. The message is direct, polite, and to the point.\"\n}"
}
},
"logprobs": null,
"finish_reason": "stop"
}
],
"created": 1712568574,
"system_fingerprint": "fp_21e53d6942"
}
END ACTION (at 2024-04-08 09:29:41)
BEGIN ACTION in CREATE_TASK_FOR_DEFAULT_REMINDER (at 2024-04-08 09:42:27)
Context
{
"events": [
{
"id": 23292,
"body": "Hi Swadesh,\n\nI wanted to touch base regarding the agreement I sent over for your review. If you have any questions or need further clarification on any points, please feel free to reach out. We're keen to move forward together.",
"type": "email",
"title": "Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"swadesh76@gmail.com"
],
"full_name": "Swadesh Sharma",
"last_name": "Sharma",
"first_name": "Swadesh",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2023-12-19T09:55:53Z",
"message_id": null,
"recipients": [
"swadesh76@gmail.com"
],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 1600,
"body": "<strong>Location: </strong>https://us02web.zoom.us/j/86287576485?pwd=NUhhNXJKd21kZjdHMXVEb2Q0UkZqdz09</br></br><strong>Contact's Time Zone: </strong>Eastern Time - US & Canada</br></br>",
"type": "meeting",
"title": "Calendly: Intro to Meetings.bio",
"sender": null,
"persons": [
{
"emails": [
"swadesh76@gmail.com"
],
"full_name": "Swadesh Sharma",
"last_name": "Sharma",
"first_name": "Swadesh",
"organizations": []
}
],
"direction": "EventDirection.BIDIRECTIONAL",
"timestamp": "2023-12-12T20:30:00Z",
"message_id": null,
"recipients": null,
"cc_recipients": null,
"bcc_recipients": null
},
{
"id": 23262,
"body": "Hi Swadesh,\n\nThank you for your time. Attached is an agreement for you to review. Please also add your company details and other missing contact details. Send it back to me and I will send it for eSignature.",
"type": "email",
"title": "Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"swadesh76@gmail.com"
],
"full_name": "Swadesh Sharma",
"last_name": "Sharma",
"first_name": "Swadesh",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2023-12-12T20:55:03.147Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 23504,
"body": "Swadesh,\n\nKindly following up to check if we should add the cap to the agreement or you are ok with agreeing on it during the onboarding process?\n\nOther than that, the agreement looks good?",
"type": "email",
"title": "Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"swadesh76@gmail.com"
],
"full_name": "Swadesh Sharma",
"last_name": "Sharma",
"first_name": "Swadesh",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-02-20T21:15:10.717Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 1641,
"body": "<strong>Location: </strong>https://us06web.zoom.us/j/82362150258?pwd=UkpfrDIYlVw9sQtFPOKVnQJRI89HFw.1</br></br><strong>Contact's Time Zone: </strong>Eastern Time - US & Canada</br></br>",
"type": "meeting",
"title": "Calendly: Intro to Meetings.bio",
"sender": null,
"persons": [
{
"emails": [
"swadesh76@gmail.com"
],
"full_name": "Swadesh Sharma",
"last_name": "Sharma",
"first_name": "Swadesh",
"organizations": []
}
],
"direction": "EventDirection.BIDIRECTIONAL",
"timestamp": "2024-03-21T11:45:00Z",
"message_id": null,
"recipients": null,
"cc_recipients": null,
"bcc_recipients": null
},
{
"id": 23362,
"body": "Hi Swadesh,\n\nI'd like to ensure you have everything you need to make an informed decision. If you'd like to discuss any aspects of the agreement or have questions, please schedule a time for us to talk at https://calendly.com/meetings_bio/30min.\n\nLooking forward to moving ahead together.",
"type": "email",
"title": "Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"swadesh76@gmail.com"
],
"full_name": "Swadesh Sharma",
"last_name": "Sharma",
"first_name": "Swadesh",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-01-09T07:53:02Z",
"message_id": null,
"recipients": [
"swadesh76@gmail.com"
],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 23419,
"body": "Swadesh,\n\nwould you like to see the cap incorporated into the agreement or is it ok to define it during the onboarding process?",
"type": "email",
"title": "Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"swadesh76@gmail.com"
],
"full_name": "Swadesh Sharma",
"last_name": "Sharma",
"first_name": "Swadesh",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-01-22T23:02:46.194Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 23234,
"body": "Hello Swadesh,\n\nThank you for reaching out and booking a call. Based on your email I am not sure what company you work at. Could you please kindly send me the link to your company's website so I can skim through and have a rough understanding of your business prior to the call?\n\nDo you have any specific topics you would like to discuss next week?",
"type": "email",
"title": "Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"swadesh76@gmail.com"
],
"full_name": "Swadesh Sharma",
"last_name": "Sharma",
"first_name": "Swadesh",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2023-12-06T20:26:31.414Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 23381,
"body": "Hi Swadesh,\n\nSure, we can put a cap on, let's say 4 meetings per month, to keep your budget under control. If you want, we can add this to the agreement and increase later if needed, or just agree on this during the onboarding and we'll make sure we don't go over it.\n\nWhat would you prefer?",
"type": "email",
"title": "Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"swadesh76@gmail.com"
],
"full_name": "Swadesh Sharma",
"last_name": "Sharma",
"first_name": "Swadesh",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-01-11T21:29:00Z",
"message_id": null,
"recipients": [
"swadesh76@gmail.com, swadesh76@yahoo.com"
],
"cc_recipients": [],
"bcc_recipients": []
}
],
"offering": null,
"deal_name": "turboregs",
"prospects": [
{
"emails": [
"swadesh76@gmail.com"
],
"full_name": "Swadesh Sharma",
"last_name": "Sharma",
"first_name": "Swadesh",
"organizations": []
}
],
"deal_owner_email": "klemen@meetings.bio",
"primary_prospect": {
"emails": [
"swadesh76@gmail.com"
],
"full_name": "Swadesh Sharma",
"last_name": "Sharma",
"first_name": "Swadesh",
"organizations": []
},
"deal_owner_full_name": "Klemen Hrovat",
"deal_owner_last_name": "Hrovat",
"deal_owner_first_name": "Klemen",
"deal_owner_customer_name": "Meetings.bio",
"deal_owner_customer_domain": "meetings.bio",
"primary_prospect_organization": null
}
Entity
{
"id": 32007,
"deal": {
"id": 534,
"name": "turboregs",
"owner": 2,
"stage": 4,
"public_id": "17f93665-4b29-45d4-88d1-73a481e735c7",
"external_id": "16478237562",
"last_modified_in_crm": null
},
"vars": {
"pipeline_stage": "CLOSING",
"pipeline_stage_binary": [
"PROPOSAL"
]
},
"state": "CREATE_TASK_FOR_DEFAULT_REMINDER",
"status": "IN_PROGRESS",
"next_task": 822,
"events_hash": "7d66488dc9b169e16ea22944a6af6d98a3b9a7b3",
"fingerprint": {
"events": "7d66488dc9b169e16ea22944a6af6d98a3b9a7b3",
"offering": "2ef87dc4b9c9e813e0e0433d7547e6b7541d95f5",
"prospect": "b3393e82a1986ce6d2de0bdbe4d8d2b9787ddeb0",
"deal_owner": "ec6bf4d5effdd54ce2a619ab6b933981f503e715"
},
"next_task_key": null
}
--- MODEL INVOCATION 'generate_reminder_email 0 GPT_4' at cost $0.0673 (at 2024-04-08 09:42:27)
Prompt
{
"model": "gpt-4-0125-preview",
"messages": [
{
"role": "system",
"content": "The user will provide text that you need to parse into a structured form.\nTo validate your response, you must call the `format_response` function.\nUse the provided text and context to extract, deduce, or infer\nany parameters needed by `format_response`, including any missing data.\n\nAlso note that: You are a professional sales email writer. Your task is to write a follow-up email. This email will be sent by the seller Klemen Hrovat from Meetings.bio. Be mindful of the fact that Klemen Hrovat has already reached out to the prospect but has not heard back. The email needs to have the following components:\n\n* subject_line - Email subject line. Short and to the point.\n\n* recipients - List of recipients of this email. Be careful to only include the recipients (or one single recipient) with which you were communicating in the last email exchanges. Do not add other recipients if not explicitly requested or required.\n\n* greeting - Salutation. Greets the recipients of this email. It is important to inspect the past conversation and address the recipients in a similar manner when it comes to the register. Consider only short greetings like \"Hi (recipient's first name),\" or \"Dear Dr. (recipient's surname),\" depending on the chosen register.\n\n* opening_line - The opening line of the email. It should be a continuation of the greeting and should be a short sentence that leads to the body of the email. The opening line should be between 10 and 20 words. Do **NOT** start the body with \"I hope this email finds you well\", \"We haven't had a chance to connect\", \"I haven't heard from you\", \"touching base\", \"just checking in\", and similar corny email openings.\n\n\n* body - The body of the email. To write the body, follow these rules:\n - Needs to remind your prospect (buyer) to respond to your last enquiry.\n - Be mindful of the fact that Klemen Hrovat has already reached out to the prospect but has not heard back. \n - If you do need to mention the date of the last communication event, do not mention it explicitly, use relative time instead (last week, yesterday, two days ago...). \n - Do **NOT** start the body with \"I hope this email finds you well\", \"We haven't had a chance to connect\", \"I haven't heard from you\", \"touching base\", \"just checking in\", and similar email openings as they provide no value to the recipient. Simply start with the point, do not include any uninformative opening sentence. \n - Do not start the first sentence with \"Following our last conversation\". Simply omit this part and go straight to the point.\n - Do not include any opening or closing statements in the body. Limit the body only to informative and to the point content. \n - Mimic the register from the past conversation. \n - Do not repeat information or courtesy sentences from the previous emails. \n - The length of the body should be between 50 and 120 words. \n - Go straight to the point without too much fluff, but keep it kind and polite.\n\n* closing - A courtesy closing statement. Tell the recipient that you are looking forward to their reply. Keep it very short, one short sentence only.\n\n* signature - Sender's signature. Only include a very basic farewell-line like \"Thanks, Klemen\", \"Best, Klemen\", \"Regards, Klemen\". Do NOT generate full Klemen Hrovat's signature.\n\n--\n\nALSO IMPORTANT:\n\n* Carefully examine the last communication event from the prospect (buyer) and the last communication event from the seller. These two events will give you the most relevant information on how to write your email.\n* Do not repeat information or courtesy sentences from the previous emails that the seller has already sent. For example, if the seller already expressed best new year's wishes in the previous email, do not repeat them in this email.\n* The email content needs to be in the same language as the rest of the communication in the context.\n\n\nThe following is the correspondence between the buyer and the seller. The last event in this list is the latest one. The latest event is probably the most important one for making a decision.\n\n\n\nYou have been provided the following context to perform your task:\n - The current time is 2024-04-08 09:42:27.408347."
},
{
"role": "user",
"content": "The text to parse:\nEVENT TYPE: meeting (Bidirectional)\nSUBJECT: Calendly: Intro to Meetings.bio\nSENDERS: None\nTIME: 2024-03-21 11:45:00+00:00\n\nBODY:\n\n<strong>Location: </strong>https://us06web.zoom.us/j/82362150258?pwd=UkpfrDIYlVw9sQtFPOKVnQJRI89HFw.1</br></br><strong>Contact's Time Zone: </strong>Eastern Time - US & Canada</br></br>\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio\nSENDERS: klemen@meetings.bio\nRECIPIENTS: swadesh76@gmail.com\nTIME: 2024-01-09 07:53:02+00:00\n\nBODY:\n\nHi Swadesh,\n\nI'd like to ensure you have everything you need to make an informed decision. If you'd like to discuss any aspects of the agreement or have questions, please schedule a time for us to talk at https://calendly.com/meetings_bio/30min.\n\nLooking forward to moving ahead together.\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio\nSENDERS: klemen@meetings.bio\nTIME: 2024-01-22 23:02:46.194000+00:00\n\nBODY:\n\nSwadesh,\n\nwould you like to see the cap incorporated into the agreement or is it ok to define it during the onboarding process?\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio\nSENDERS: klemen@meetings.bio\nTIME: 2023-12-06 20:26:31.414000+00:00\n\nBODY:\n\nHello Swadesh,\n\nThank you for reaching out and booking a call. Based on your email I am not sure what company you work at. Could you please kindly send me the link to your company's website so I can skim through and have a rough understanding of your business prior to the call?\n\nDo you have any specific topics you would like to discuss next week?\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio\nSENDERS: klemen@meetings.bio\nRECIPIENTS: swadesh76@gmail.com, swadesh76@yahoo.com\nTIME: 2024-01-11 21:29:00+00:00\n\nBODY:\n\nHi Swadesh,\n\nSure, we can put a cap on, let's say 4 meetings per month, to keep your budget under control. If you want, we can add this to the agreement and increase later if needed, or just agree on this during the onboarding and we'll make sure we don't go over it.\n\nWhat would you prefer?\n\n-- END OF MESSAGE --\n\n-=-\n\nTo avoid any doubt, this is the LAST EVENT:\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio\nSENDERS: klemen@meetings.bio\nRECIPIENTS: swadesh76@gmail.com, swadesh76@yahoo.com\nTIME: 2024-01-11 21:29:00+00:00\n\nBODY:\n\nHi Swadesh,\n\nSure, we can put a cap on, let's say 4 meetings per month, to keep your budget under control. If you want, we can add this to the agreement and increase later if needed, or just agree on this during the onboarding and we'll make sure we don't go over it.\n\nWhat would you prefer?\n\n-- END OF MESSAGE --\n\n-=-\n\nADDITIONAL CONTEXT:\n\nDEAL NAME: turboregs\nOFFERING: None\nDEAL OWNER: Klemen Hrovat\nDEAL OWNER EMAIL: klemen@meetings.bio\nDEAL OWNER COMPANY: Meetings.bio\nPROSPECT NAME: Swadesh Sharma\nPROSPECT COMPANY: None"
}
],
"functions": [
{
"name": "format_response",
"parameters": {
"type": "object",
"required": [
"subject_line",
"recipients",
"greeting",
"opening_line",
"body",
"closing",
"signature"
],
"properties": {
"body": {
"type": "string",
"title": "Body"
},
"closing": {
"type": "string",
"title": "Closing"
},
"greeting": {
"type": "string",
"title": "Greeting"
},
"signature": {
"type": "string",
"title": "Signature"
},
"recipients": {
"type": "array",
"items": {
"type": "string"
},
"title": "Recipients"
},
"opening_line": {
"type": "string",
"title": "Opening line"
},
"subject_line": {
"type": "string",
"title": "Subject line"
}
}
},
"description": "A representation of the next best possible email the seller needs to send to the buyer (prospect), given the communication between the seller and their buyer, and the information about the deal."
}
],
"max_tokens": 1500,
"temperature": 0.0,
"function_call": {
"name": "format_response"
},
"request_timeout": 600
}
Events
The text to parse:
EVENT TYPE: meeting (Bidirectional)
SUBJECT: Calendly: Intro to Meetings.bio
SENDERS: None
TIME: 2024-03-21 11:45:00+00:00
BODY:
<strong>Location: </strong>https://us06web.zoom.us/j/82362150258?pwd=UkpfrDIYlVw9sQtFPOKVnQJRI89HFw.1</br></br><strong>Contact's Time Zone: </strong>Eastern Time - US & Canada</br></br>
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio
SENDERS: klemen@meetings.bio
RECIPIENTS: swadesh76@gmail.com
TIME: 2024-01-09 07:53:02+00:00
BODY:
Hi Swadesh,
I'd like to ensure you have everything you need to make an informed decision. If you'd like to discuss any aspects of the agreement or have questions, please schedule a time for us to talk at https://calendly.com/meetings_bio/30min.
Looking forward to moving ahead together.
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio
SENDERS: klemen@meetings.bio
TIME: 2024-01-22 23:02:46.194000+00:00
BODY:
Swadesh,
would you like to see the cap incorporated into the agreement or is it ok to define it during the onboarding process?
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio
SENDERS: klemen@meetings.bio
TIME: 2023-12-06 20:26:31.414000+00:00
BODY:
Hello Swadesh,
Thank you for reaching out and booking a call. Based on your email I am not sure what company you work at. Could you please kindly send me the link to your company's website so I can skim through and have a rough understanding of your business prior to the call?
Do you have any specific topics you would like to discuss next week?
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio
SENDERS: klemen@meetings.bio
RECIPIENTS: swadesh76@gmail.com, swadesh76@yahoo.com
TIME: 2024-01-11 21:29:00+00:00
BODY:
Hi Swadesh,
Sure, we can put a cap on, let's say 4 meetings per month, to keep your budget under control. If you want, we can add this to the agreement and increase later if needed, or just agree on this during the onboarding and we'll make sure we don't go over it.
What would you prefer?
-- END OF MESSAGE --
-=-
To avoid any doubt, this is the LAST EVENT:
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio
SENDERS: klemen@meetings.bio
RECIPIENTS: swadesh76@gmail.com, swadesh76@yahoo.com
TIME: 2024-01-11 21:29:00+00:00
BODY:
Hi Swadesh,
Sure, we can put a cap on, let's say 4 meetings per month, to keep your budget under control. If you want, we can add this to the agreement and increase later if needed, or just agree on this during the onboarding and we'll make sure we don't go over it.
What would you prefer?
-- END OF MESSAGE --
-=-
ADDITIONAL CONTEXT:
DEAL NAME: turboregs
OFFERING: None
DEAL OWNER: Klemen Hrovat
DEAL OWNER EMAIL: klemen@meetings.bio
DEAL OWNER COMPANY: Meetings.bio
PROSPECT NAME: Swadesh Sharma
PROSPECT COMPANY: None
Response
{
"id": "chatcmpl-9BfoBPvC708kV6BHJotVlG8cemPOA",
"model": "gpt-4-0125-preview",
"usage": {
"total_tokens": 2120,
"prompt_tokens": 1997,
"completion_tokens": 123
},
"object": "chat.completion",
"choices": [
{
"index": 0,
"message": {
"role": "assistant",
"content": null,
"function_call": {
"name": "format_response",
"arguments": "{\"subject_line\":\"Clarification Needed on Meeting Cap Agreement\",\"recipients\":[\"swadesh76@gmail.com\",\"swadesh76@yahoo.com\"],\"greeting\":\"Hi Swadesh,\",\"opening_line\":\"I'm reaching out to follow up on our last discussion.\",\"body\":\"In our previous email, we discussed implementing a cap of 4 meetings per month to manage your budget effectively. We mentioned two options: adding this to the agreement now or deciding during the onboarding process. Your preference on this matter is crucial for us to proceed accordingly.\",\"closing\":\"Looking forward to your guidance on this.\",\"signature\":\"Best, Klemen\"}"
}
},
"logprobs": null,
"finish_reason": "stop"
}
],
"created": 1712569347,
"system_fingerprint": "fp_b77cb481ed"
}
--- MODEL INVOCATION 'fix_email_body 0 GPT_4' at cost $0.0569 (at 2024-04-08 09:42:33)
Prompt
{
"model": "gpt-4-0125-preview",
"messages": [
{
"role": "system",
"content": "The user will provide text that you need to parse into a structured form.\nTo validate your response, you must call the `format_response` function.\nUse the provided text and context to extract, deduce, or infer\nany parameters needed by `format_response`, including any missing data.\n\nAlso note that: A professional sales email writer wrote this email:\n\n--GREETING--\nHi Swadesh,\n--END OF GREETING--\n\n--OPENING LINE--\nI'm reaching out to follow up on our last discussion.\n--END OF OPENING LINE--\n\n--BODY--\nIn our previous email, we discussed implementing a cap of 4 meetings per month to manage your budget effectively. We mentioned two options: adding this to the agreement now or deciding during the onboarding process. Your preference on this matter is crucial for us to proceed accordingly.\n--END OF BODY--\n\n--CLOSING--\nLooking forward to your guidance on this.\n--END OF CLOSING--\n\n--SIGNATURE--\nBest, Klemen\n--END OF SIGNATURE--\n\n-- END OF MESSAGE --\n\nIt is your task to examine the past conversation between the seller Klemen Hrovat and the buyer (prospect) and check the give email's BODY (and only BODY) against the following requirements:\n\n* The email body needs to remind your prospect (buyer) to respond to your last enquiry. Be mindful of the fact that Klemen Hrovat has already reached out to the prospect but has not heard back. \n* Do not mention the date of last communication explicitly, use relative time instead (last week, yesterday, two days ago...). \n* The length of the body should be between 50 and 120 words. Go straight to the point without too much fluff, but keep it kind and polite.\n\nThen, please reformulate this email's BODY so that it will conform to as many of these requirements as possible. Make minimal changes. Modify it only if it clearly violates one of the requirements. If the email body already conforms to the requirements, do not change it and simply copy-paste it to the output.\n\n\nYou have been provided the following context to perform your task:\n - The current time is 2024-04-08 09:42:33.618707."
},
{
"role": "user",
"content": "The text to parse:\nEVENT TYPE: meeting (Bidirectional)\nSUBJECT: Calendly: Intro to Meetings.bio\nSENDERS: None\nTIME: 2024-03-21 11:45:00+00:00\n\nBODY:\n\n<strong>Location: </strong>https://us06web.zoom.us/j/82362150258?pwd=UkpfrDIYlVw9sQtFPOKVnQJRI89HFw.1</br></br><strong>Contact's Time Zone: </strong>Eastern Time - US & Canada</br></br>\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio\nSENDERS: klemen@meetings.bio\nRECIPIENTS: swadesh76@gmail.com\nTIME: 2024-01-09 07:53:02+00:00\n\nBODY:\n\nHi Swadesh,\n\nI'd like to ensure you have everything you need to make an informed decision. If you'd like to discuss any aspects of the agreement or have questions, please schedule a time for us to talk at https://calendly.com/meetings_bio/30min.\n\nLooking forward to moving ahead together.\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio\nSENDERS: klemen@meetings.bio\nTIME: 2024-01-22 23:02:46.194000+00:00\n\nBODY:\n\nSwadesh,\n\nwould you like to see the cap incorporated into the agreement or is it ok to define it during the onboarding process?\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio\nSENDERS: klemen@meetings.bio\nTIME: 2023-12-06 20:26:31.414000+00:00\n\nBODY:\n\nHello Swadesh,\n\nThank you for reaching out and booking a call. Based on your email I am not sure what company you work at. Could you please kindly send me the link to your company's website so I can skim through and have a rough understanding of your business prior to the call?\n\nDo you have any specific topics you would like to discuss next week?\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio\nSENDERS: klemen@meetings.bio\nRECIPIENTS: swadesh76@gmail.com, swadesh76@yahoo.com\nTIME: 2024-01-11 21:29:00+00:00\n\nBODY:\n\nHi Swadesh,\n\nSure, we can put a cap on, let's say 4 meetings per month, to keep your budget under control. If you want, we can add this to the agreement and increase later if needed, or just agree on this during the onboarding and we'll make sure we don't go over it.\n\nWhat would you prefer?\n\n-- END OF MESSAGE --\n\n-=-\n\nTo avoid any doubt, this is the LAST EVENT:\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio\nSENDERS: klemen@meetings.bio\nRECIPIENTS: swadesh76@gmail.com, swadesh76@yahoo.com\nTIME: 2024-01-11 21:29:00+00:00\n\nBODY:\n\nHi Swadesh,\n\nSure, we can put a cap on, let's say 4 meetings per month, to keep your budget under control. If you want, we can add this to the agreement and increase later if needed, or just agree on this during the onboarding and we'll make sure we don't go over it.\n\nWhat would you prefer?\n\n-- END OF MESSAGE --\n\n-=-\n\nADDITIONAL CONTEXT:\n\nDEAL NAME: turboregs\nOFFERING: None\nDEAL OWNER: Klemen Hrovat\nDEAL OWNER EMAIL: klemen@meetings.bio\nDEAL OWNER COMPANY: Meetings.bio\nPROSPECT NAME: Swadesh Sharma\nPROSPECT COMPANY: None"
}
],
"functions": [
{
"name": "format_response",
"parameters": {
"type": "object",
"required": [
"fixed_email_body",
"explanation"
],
"properties": {
"explanation": {
"type": "string",
"title": "Explanation"
},
"fixed_email_body": {
"type": "string",
"title": "Fixed email body"
}
}
},
"description": "Reformulated or copied email body that conforms to the given requirements. Keep the changes to the absolute minimum."
}
],
"max_tokens": 1500,
"temperature": 0.0,
"function_call": {
"name": "format_response"
},
"request_timeout": 600
}
Events
The text to parse:
EVENT TYPE: meeting (Bidirectional)
SUBJECT: Calendly: Intro to Meetings.bio
SENDERS: None
TIME: 2024-03-21 11:45:00+00:00
BODY:
<strong>Location: </strong>https://us06web.zoom.us/j/82362150258?pwd=UkpfrDIYlVw9sQtFPOKVnQJRI89HFw.1</br></br><strong>Contact's Time Zone: </strong>Eastern Time - US & Canada</br></br>
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio
SENDERS: klemen@meetings.bio
RECIPIENTS: swadesh76@gmail.com
TIME: 2024-01-09 07:53:02+00:00
BODY:
Hi Swadesh,
I'd like to ensure you have everything you need to make an informed decision. If you'd like to discuss any aspects of the agreement or have questions, please schedule a time for us to talk at https://calendly.com/meetings_bio/30min.
Looking forward to moving ahead together.
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio
SENDERS: klemen@meetings.bio
TIME: 2024-01-22 23:02:46.194000+00:00
BODY:
Swadesh,
would you like to see the cap incorporated into the agreement or is it ok to define it during the onboarding process?
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio
SENDERS: klemen@meetings.bio
TIME: 2023-12-06 20:26:31.414000+00:00
BODY:
Hello Swadesh,
Thank you for reaching out and booking a call. Based on your email I am not sure what company you work at. Could you please kindly send me the link to your company's website so I can skim through and have a rough understanding of your business prior to the call?
Do you have any specific topics you would like to discuss next week?
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio
SENDERS: klemen@meetings.bio
RECIPIENTS: swadesh76@gmail.com, swadesh76@yahoo.com
TIME: 2024-01-11 21:29:00+00:00
BODY:
Hi Swadesh,
Sure, we can put a cap on, let's say 4 meetings per month, to keep your budget under control. If you want, we can add this to the agreement and increase later if needed, or just agree on this during the onboarding and we'll make sure we don't go over it.
What would you prefer?
-- END OF MESSAGE --
-=-
To avoid any doubt, this is the LAST EVENT:
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio
SENDERS: klemen@meetings.bio
RECIPIENTS: swadesh76@gmail.com, swadesh76@yahoo.com
TIME: 2024-01-11 21:29:00+00:00
BODY:
Hi Swadesh,
Sure, we can put a cap on, let's say 4 meetings per month, to keep your budget under control. If you want, we can add this to the agreement and increase later if needed, or just agree on this during the onboarding and we'll make sure we don't go over it.
What would you prefer?
-- END OF MESSAGE --
-=-
ADDITIONAL CONTEXT:
DEAL NAME: turboregs
OFFERING: None
DEAL OWNER: Klemen Hrovat
DEAL OWNER EMAIL: klemen@meetings.bio
DEAL OWNER COMPANY: Meetings.bio
PROSPECT NAME: Swadesh Sharma
PROSPECT COMPANY: None
Response
{
"id": "chatcmpl-9BfoIwOWZi5hYBHVfj3tAHYaFvdY4",
"model": "gpt-4-0125-preview",
"usage": {
"total_tokens": 1695,
"prompt_tokens": 1492,
"completion_tokens": 203
},
"object": "chat.completion",
"choices": [
{
"index": 0,
"message": {
"role": "assistant",
"content": null,
"function_call": {
"name": "format_response",
"arguments": "{\"fixed_email_body\":\"In our previous email, we discussed implementing a cap of 4 meetings per month to manage your budget effectively. We mentioned two options: adding this to the agreement now or deciding during the onboarding process. Your preference on this matter is crucial for us to proceed accordingly. I'm following up as I haven't heard back from you since our last communication a few months ago. Your guidance is essential for us to move forward.\",\"explanation\":\"The original email body did not explicitly remind the prospect to respond to the last enquiry nor did it mention the relative time since the last communication. By adding a sentence that addresses both these points ('I'm following up as I haven't heard back from you since our last communication a few months ago.'), the reformulated body meets the requirements. The added sentence also keeps the email polite and to the point, adhering to the requirement of being kind and polite without adding unnecessary fluff. The length of the modified body is within the specified range.\"}"
}
},
"logprobs": null,
"finish_reason": "stop"
}
],
"created": 1712569354,
"system_fingerprint": "fp_b77cb481ed"
}
END ACTION (at 2024-04-08 09:42:44)
BEGIN ACTION in CREATE_TASK_FOR_DEFAULT_REMINDER (at 2024-04-08 09:54:11)
Context
{
"events": [
{
"id": 23292,
"body": "Hi Swadesh,\n\nI wanted to touch base regarding the agreement I sent over for your review. If you have any questions or need further clarification on any points, please feel free to reach out. We're keen to move forward together.",
"type": "email",
"title": "Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"swadesh76@gmail.com"
],
"full_name": "Swadesh Sharma",
"last_name": "Sharma",
"first_name": "Swadesh",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2023-12-19T09:55:53Z",
"message_id": null,
"recipients": [
"swadesh76@gmail.com"
],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 1600,
"body": "<strong>Location: </strong>https://us02web.zoom.us/j/86287576485?pwd=NUhhNXJKd21kZjdHMXVEb2Q0UkZqdz09</br></br><strong>Contact's Time Zone: </strong>Eastern Time - US & Canada</br></br>",
"type": "meeting",
"title": "Calendly: Intro to Meetings.bio",
"sender": null,
"persons": [
{
"emails": [
"swadesh76@gmail.com"
],
"full_name": "Swadesh Sharma",
"last_name": "Sharma",
"first_name": "Swadesh",
"organizations": []
}
],
"direction": "EventDirection.BIDIRECTIONAL",
"timestamp": "2023-12-12T20:30:00Z",
"message_id": null,
"recipients": null,
"cc_recipients": null,
"bcc_recipients": null
},
{
"id": 23262,
"body": "Hi Swadesh,\n\nThank you for your time. Attached is an agreement for you to review. Please also add your company details and other missing contact details. Send it back to me and I will send it for eSignature.",
"type": "email",
"title": "Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"swadesh76@gmail.com"
],
"full_name": "Swadesh Sharma",
"last_name": "Sharma",
"first_name": "Swadesh",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2023-12-12T20:55:03.147Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 23504,
"body": "Swadesh,\n\nKindly following up to check if we should add the cap to the agreement or you are ok with agreeing on it during the onboarding process?\n\nOther than that, the agreement looks good?",
"type": "email",
"title": "Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"swadesh76@gmail.com"
],
"full_name": "Swadesh Sharma",
"last_name": "Sharma",
"first_name": "Swadesh",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-02-20T21:15:10.717Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 1641,
"body": "<strong>Location: </strong>https://us06web.zoom.us/j/82362150258?pwd=UkpfrDIYlVw9sQtFPOKVnQJRI89HFw.1</br></br><strong>Contact's Time Zone: </strong>Eastern Time - US & Canada</br></br>",
"type": "meeting",
"title": "Calendly: Intro to Meetings.bio",
"sender": null,
"persons": [
{
"emails": [
"swadesh76@gmail.com"
],
"full_name": "Swadesh Sharma",
"last_name": "Sharma",
"first_name": "Swadesh",
"organizations": []
}
],
"direction": "EventDirection.BIDIRECTIONAL",
"timestamp": "2024-03-21T11:45:00Z",
"message_id": null,
"recipients": null,
"cc_recipients": null,
"bcc_recipients": null
},
{
"id": 23362,
"body": "Hi Swadesh,\n\nI'd like to ensure you have everything you need to make an informed decision. If you'd like to discuss any aspects of the agreement or have questions, please schedule a time for us to talk at https://calendly.com/meetings_bio/30min.\n\nLooking forward to moving ahead together.",
"type": "email",
"title": "Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"swadesh76@gmail.com"
],
"full_name": "Swadesh Sharma",
"last_name": "Sharma",
"first_name": "Swadesh",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-01-09T07:53:02Z",
"message_id": null,
"recipients": [
"swadesh76@gmail.com"
],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 23419,
"body": "Swadesh,\n\nwould you like to see the cap incorporated into the agreement or is it ok to define it during the onboarding process?",
"type": "email",
"title": "Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"swadesh76@gmail.com"
],
"full_name": "Swadesh Sharma",
"last_name": "Sharma",
"first_name": "Swadesh",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-01-22T23:02:46.194Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 23234,
"body": "Hello Swadesh,\n\nThank you for reaching out and booking a call. Based on your email I am not sure what company you work at. Could you please kindly send me the link to your company's website so I can skim through and have a rough understanding of your business prior to the call?\n\nDo you have any specific topics you would like to discuss next week?",
"type": "email",
"title": "Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"swadesh76@gmail.com"
],
"full_name": "Swadesh Sharma",
"last_name": "Sharma",
"first_name": "Swadesh",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2023-12-06T20:26:31.414Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 23381,
"body": "Hi Swadesh,\n\nSure, we can put a cap on, let's say 4 meetings per month, to keep your budget under control. If you want, we can add this to the agreement and increase later if needed, or just agree on this during the onboarding and we'll make sure we don't go over it.\n\nWhat would you prefer?",
"type": "email",
"title": "Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"swadesh76@gmail.com"
],
"full_name": "Swadesh Sharma",
"last_name": "Sharma",
"first_name": "Swadesh",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-01-11T21:29:00Z",
"message_id": null,
"recipients": [
"swadesh76@gmail.com, swadesh76@yahoo.com"
],
"cc_recipients": [],
"bcc_recipients": []
}
],
"offering": null,
"deal_name": "turboregs",
"prospects": [
{
"emails": [
"swadesh76@gmail.com"
],
"full_name": "Swadesh Sharma",
"last_name": "Sharma",
"first_name": "Swadesh",
"organizations": []
}
],
"deal_owner_email": "klemen@meetings.bio",
"primary_prospect": {
"emails": [
"swadesh76@gmail.com"
],
"full_name": "Swadesh Sharma",
"last_name": "Sharma",
"first_name": "Swadesh",
"organizations": []
},
"deal_owner_full_name": "Klemen Hrovat",
"deal_owner_last_name": "Hrovat",
"deal_owner_first_name": "Klemen",
"deal_owner_customer_name": "Meetings.bio",
"deal_owner_customer_domain": "meetings.bio",
"primary_prospect_organization": null
}
Entity
{
"id": 32007,
"deal": {
"id": 534,
"name": "turboregs",
"owner": 2,
"stage": 4,
"public_id": "17f93665-4b29-45d4-88d1-73a481e735c7",
"external_id": "16478237562",
"last_modified_in_crm": null
},
"vars": {
"pipeline_stage": "CLOSING",
"pipeline_stage_binary": [
"PROPOSAL"
]
},
"state": "CREATE_TASK_FOR_DEFAULT_REMINDER",
"status": "IN_PROGRESS",
"next_task": 847,
"events_hash": "7d66488dc9b169e16ea22944a6af6d98a3b9a7b3",
"fingerprint": {
"events": "7d66488dc9b169e16ea22944a6af6d98a3b9a7b3",
"offering": "2ef87dc4b9c9e813e0e0433d7547e6b7541d95f5",
"prospect": "b3393e82a1986ce6d2de0bdbe4d8d2b9787ddeb0",
"deal_owner": "ec6bf4d5effdd54ce2a619ab6b933981f503e715"
},
"next_task_key": null
}
--- MODEL INVOCATION 'generate_reminder_email 0 GPT_4' at cost $0.0679 (at 2024-04-08 09:54:11)
Prompt
{
"model": "gpt-4-0125-preview",
"messages": [
{
"role": "system",
"content": "The user will provide text that you need to parse into a structured form.\nTo validate your response, you must call the `format_response` function.\nUse the provided text and context to extract, deduce, or infer\nany parameters needed by `format_response`, including any missing data.\n\nAlso note that: You are a professional sales email writer. Your task is to write a follow-up email. This email will be sent by the seller Klemen Hrovat from Meetings.bio. Be mindful of the fact that Klemen Hrovat has already reached out to the prospect but has not heard back. The email needs to have the following components:\n\n* subject_line - Email subject line. Short and to the point.\n\n* recipients - List of recipients of this email. Be careful to only include the recipients (or one single recipient) with which you were communicating in the last email exchanges. Do not add other recipients if not explicitly requested or required.\n\n* greeting - Salutation. Greets the recipients of this email. It is important to inspect the past conversation and address the recipients in a similar manner when it comes to the register. Consider only short greetings like \"Hi (recipient's first name),\" or \"Dear Dr. (recipient's surname),\" depending on the chosen register.\n\n* opening_line - The opening line of the email. It should be a continuation of the greeting and should be a short sentence that leads to the body of the email. The opening line should be between 10 and 20 words. Do **NOT** start the body with \"I hope this email finds you well\", \"We haven't had a chance to connect\", \"I haven't heard from you\", \"touching base\", \"just checking in\", and similar corny email openings.\n\n\n* body - The body of the email. To write the body, follow these rules:\n - Needs to remind your prospect (buyer) to respond to your last enquiry.\n - Be mindful of the fact that Klemen Hrovat has already reached out to the prospect but has not heard back. \n - If you do need to mention the date of the last communication event, do not mention it explicitly, use relative time instead (last week, yesterday, two days ago...). \n - Do **NOT** start the body with \"I hope this email finds you well\", \"We haven't had a chance to connect\", \"I haven't heard from you\", \"touching base\", \"just checking in\", and similar email openings as they provide no value to the recipient. Simply start with the point, do not include any uninformative opening sentence. \n - Do not start the first sentence with \"Following our last conversation\" or a something similar. Simply omit this part and go straight to the point.\n - Do not include any opening or closing statements in the body. Limit the body only to informative and to the point content. \n - Mimic the register from the past conversation. \n - Do not repeat information or courtesy sentences from the previous emails. \n - The length of the body should be between 50 and 120 words. \n - Go straight to the point without too much fluff, but keep it kind and polite.\n\n* closing - A courtesy closing statement. Tell the recipient that you are looking forward to their reply. Keep it very short, one short sentence only.\n\n* signature - Sender's signature. Only include a very basic farewell-line like \"Thanks, Klemen\", \"Best, Klemen\", \"Regards, Klemen\". Do NOT generate full Klemen Hrovat's signature.\n\n--\n\nALSO IMPORTANT:\n\n* Carefully examine the last communication event from the prospect (buyer) and the last communication event from the seller. These two events will give you the most relevant information on how to write your email.\n* Do not repeat information or courtesy sentences from the previous emails that the seller has already sent. For example, if the seller already expressed best new year's wishes in the previous email, do not repeat them in this email.\n* The email content needs to be in the same language as the rest of the communication in the context.\n\n\nThe following is the correspondence between the buyer and the seller. The last event in this list is the latest one. The latest event is probably the most important one for making a decision.\n\n\n\nYou have been provided the following context to perform your task:\n - The current time is 2024-04-08 09:54:11.235666."
},
{
"role": "user",
"content": "The text to parse:\nEVENT TYPE: meeting (Bidirectional)\nSUBJECT: Calendly: Intro to Meetings.bio\nSENDERS: None\nTIME: 2024-03-21 11:45:00+00:00\n\nBODY:\n\n<strong>Location: </strong>https://us06web.zoom.us/j/82362150258?pwd=UkpfrDIYlVw9sQtFPOKVnQJRI89HFw.1</br></br><strong>Contact's Time Zone: </strong>Eastern Time - US & Canada</br></br>\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio\nSENDERS: klemen@meetings.bio\nRECIPIENTS: swadesh76@gmail.com\nTIME: 2024-01-09 07:53:02+00:00\n\nBODY:\n\nHi Swadesh,\n\nI'd like to ensure you have everything you need to make an informed decision. If you'd like to discuss any aspects of the agreement or have questions, please schedule a time for us to talk at https://calendly.com/meetings_bio/30min.\n\nLooking forward to moving ahead together.\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio\nSENDERS: klemen@meetings.bio\nTIME: 2024-01-22 23:02:46.194000+00:00\n\nBODY:\n\nSwadesh,\n\nwould you like to see the cap incorporated into the agreement or is it ok to define it during the onboarding process?\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio\nSENDERS: klemen@meetings.bio\nTIME: 2023-12-06 20:26:31.414000+00:00\n\nBODY:\n\nHello Swadesh,\n\nThank you for reaching out and booking a call. Based on your email I am not sure what company you work at. Could you please kindly send me the link to your company's website so I can skim through and have a rough understanding of your business prior to the call?\n\nDo you have any specific topics you would like to discuss next week?\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio\nSENDERS: klemen@meetings.bio\nRECIPIENTS: swadesh76@gmail.com, swadesh76@yahoo.com\nTIME: 2024-01-11 21:29:00+00:00\n\nBODY:\n\nHi Swadesh,\n\nSure, we can put a cap on, let's say 4 meetings per month, to keep your budget under control. If you want, we can add this to the agreement and increase later if needed, or just agree on this during the onboarding and we'll make sure we don't go over it.\n\nWhat would you prefer?\n\n-- END OF MESSAGE --\n\n-=-\n\nTo avoid any doubt, this is the LAST EVENT:\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio\nSENDERS: klemen@meetings.bio\nRECIPIENTS: swadesh76@gmail.com, swadesh76@yahoo.com\nTIME: 2024-01-11 21:29:00+00:00\n\nBODY:\n\nHi Swadesh,\n\nSure, we can put a cap on, let's say 4 meetings per month, to keep your budget under control. If you want, we can add this to the agreement and increase later if needed, or just agree on this during the onboarding and we'll make sure we don't go over it.\n\nWhat would you prefer?\n\n-- END OF MESSAGE --\n\n-=-\n\nADDITIONAL CONTEXT:\n\nDEAL NAME: turboregs\nOFFERING: None\nDEAL OWNER: Klemen Hrovat\nDEAL OWNER EMAIL: klemen@meetings.bio\nDEAL OWNER COMPANY: Meetings.bio\nPROSPECT NAME: Swadesh Sharma\nPROSPECT COMPANY: None"
}
],
"functions": [
{
"name": "format_response",
"parameters": {
"type": "object",
"required": [
"subject_line",
"recipients",
"greeting",
"opening_line",
"body",
"closing",
"signature"
],
"properties": {
"body": {
"type": "string",
"title": "Body"
},
"closing": {
"type": "string",
"title": "Closing"
},
"greeting": {
"type": "string",
"title": "Greeting"
},
"signature": {
"type": "string",
"title": "Signature"
},
"recipients": {
"type": "array",
"items": {
"type": "string"
},
"title": "Recipients"
},
"opening_line": {
"type": "string",
"title": "Opening line"
},
"subject_line": {
"type": "string",
"title": "Subject line"
}
}
},
"description": "A representation of the next best possible email the seller needs to send to the buyer (prospect), given the communication between the seller and their buyer, and the information about the deal."
}
],
"max_tokens": 1500,
"temperature": 0.0,
"function_call": {
"name": "format_response"
},
"request_timeout": 600
}
Events
The text to parse:
EVENT TYPE: meeting (Bidirectional)
SUBJECT: Calendly: Intro to Meetings.bio
SENDERS: None
TIME: 2024-03-21 11:45:00+00:00
BODY:
<strong>Location: </strong>https://us06web.zoom.us/j/82362150258?pwd=UkpfrDIYlVw9sQtFPOKVnQJRI89HFw.1</br></br><strong>Contact's Time Zone: </strong>Eastern Time - US & Canada</br></br>
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio
SENDERS: klemen@meetings.bio
RECIPIENTS: swadesh76@gmail.com
TIME: 2024-01-09 07:53:02+00:00
BODY:
Hi Swadesh,
I'd like to ensure you have everything you need to make an informed decision. If you'd like to discuss any aspects of the agreement or have questions, please schedule a time for us to talk at https://calendly.com/meetings_bio/30min.
Looking forward to moving ahead together.
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio
SENDERS: klemen@meetings.bio
TIME: 2024-01-22 23:02:46.194000+00:00
BODY:
Swadesh,
would you like to see the cap incorporated into the agreement or is it ok to define it during the onboarding process?
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio
SENDERS: klemen@meetings.bio
TIME: 2023-12-06 20:26:31.414000+00:00
BODY:
Hello Swadesh,
Thank you for reaching out and booking a call. Based on your email I am not sure what company you work at. Could you please kindly send me the link to your company's website so I can skim through and have a rough understanding of your business prior to the call?
Do you have any specific topics you would like to discuss next week?
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio
SENDERS: klemen@meetings.bio
RECIPIENTS: swadesh76@gmail.com, swadesh76@yahoo.com
TIME: 2024-01-11 21:29:00+00:00
BODY:
Hi Swadesh,
Sure, we can put a cap on, let's say 4 meetings per month, to keep your budget under control. If you want, we can add this to the agreement and increase later if needed, or just agree on this during the onboarding and we'll make sure we don't go over it.
What would you prefer?
-- END OF MESSAGE --
-=-
To avoid any doubt, this is the LAST EVENT:
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio
SENDERS: klemen@meetings.bio
RECIPIENTS: swadesh76@gmail.com, swadesh76@yahoo.com
TIME: 2024-01-11 21:29:00+00:00
BODY:
Hi Swadesh,
Sure, we can put a cap on, let's say 4 meetings per month, to keep your budget under control. If you want, we can add this to the agreement and increase later if needed, or just agree on this during the onboarding and we'll make sure we don't go over it.
What would you prefer?
-- END OF MESSAGE --
-=-
ADDITIONAL CONTEXT:
DEAL NAME: turboregs
OFFERING: None
DEAL OWNER: Klemen Hrovat
DEAL OWNER EMAIL: klemen@meetings.bio
DEAL OWNER COMPANY: Meetings.bio
PROSPECT NAME: Swadesh Sharma
PROSPECT COMPANY: None
Response
{
"id": "chatcmpl-9BfzYYCRZeeZuBGhmIyBVe2XJe9rB",
"model": "gpt-4-0125-preview",
"usage": {
"total_tokens": 2132,
"prompt_tokens": 2002,
"completion_tokens": 130
},
"object": "chat.completion",
"choices": [
{
"index": 0,
"message": {
"role": "assistant",
"content": null,
"function_call": {
"name": "format_response",
"arguments": "{\"subject_line\":\"Clarification Needed on Meeting Cap Agreement\",\"recipients\":[\"swadesh76@gmail.com\",\"swadesh76@yahoo.com\"],\"greeting\":\"Hi Swadesh,\",\"opening_line\":\"I hope you're finding everything in order as we progress.\",\"body\":\"It's been a while since we discussed the meeting cap for our agreement. We proposed a cap of 4 meetings per month to help manage your budget. Would you prefer to add this to the agreement now or decide during the onboarding process? Your preference is crucial for us to move forward effectively.\",\"closing\":\"Looking forward to your guidance on this matter.\",\"signature\":\"Best, Klemen\"}"
}
},
"logprobs": null,
"finish_reason": "stop"
}
],
"created": 1712570052,
"system_fingerprint": "fp_54b778f7c8"
}
--- MODEL INVOCATION 'fix_email_body 0 GPT_4' at cost $0.0530 (at 2024-04-08 09:54:17)
Prompt
{
"model": "gpt-4-0125-preview",
"messages": [
{
"role": "system",
"content": "The user will provide text that you need to parse into a structured form.\nTo validate your response, you must call the `format_response` function.\nUse the provided text and context to extract, deduce, or infer\nany parameters needed by `format_response`, including any missing data.\n\nAlso note that: A professional sales email writer wrote this email:\n\n--GREETING--\nHi Swadesh,\n--END OF GREETING--\n\n--OPENING LINE--\nI hope you're finding everything in order as we progress.\n--END OF OPENING LINE--\n\n--BODY--\nIt's been a while since we discussed the meeting cap for our agreement. We proposed a cap of 4 meetings per month to help manage your budget. Would you prefer to add this to the agreement now or decide during the onboarding process? Your preference is crucial for us to move forward effectively.\n--END OF BODY--\n\n--CLOSING--\nLooking forward to your guidance on this matter.\n--END OF CLOSING--\n\n--SIGNATURE--\nBest, Klemen\n--END OF SIGNATURE--\n\n-- END OF MESSAGE --\n\nIt is your task to examine the past conversation between the seller Klemen Hrovat and the buyer (prospect) and check the give email's BODY (and only BODY) against the following requirements:\n\n* The email body needs to remind your prospect (buyer) to respond to your last enquiry. Be mindful of the fact that Klemen Hrovat has already reached out to the prospect but has not heard back. \n* Do not mention the date of last communication explicitly, use relative time instead (last week, yesterday, two days ago...). \n* The length of the body should be between 50 and 120 words. Go straight to the point without too much fluff, but keep it kind and polite.\n\nThen, please reformulate this email's BODY so that it will conform to as many of these requirements as possible. Make minimal changes. Modify it only if it clearly violates one of the requirements. If the email body already conforms to the requirements, do not change it and simply copy-paste it to the output.\n\n\nYou have been provided the following context to perform your task:\n - The current time is 2024-04-08 09:54:17.948422."
},
{
"role": "user",
"content": "The text to parse:\nEVENT TYPE: meeting (Bidirectional)\nSUBJECT: Calendly: Intro to Meetings.bio\nSENDERS: None\nTIME: 2024-03-21 11:45:00+00:00\n\nBODY:\n\n<strong>Location: </strong>https://us06web.zoom.us/j/82362150258?pwd=UkpfrDIYlVw9sQtFPOKVnQJRI89HFw.1</br></br><strong>Contact's Time Zone: </strong>Eastern Time - US & Canada</br></br>\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio\nSENDERS: klemen@meetings.bio\nRECIPIENTS: swadesh76@gmail.com\nTIME: 2024-01-09 07:53:02+00:00\n\nBODY:\n\nHi Swadesh,\n\nI'd like to ensure you have everything you need to make an informed decision. If you'd like to discuss any aspects of the agreement or have questions, please schedule a time for us to talk at https://calendly.com/meetings_bio/30min.\n\nLooking forward to moving ahead together.\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio\nSENDERS: klemen@meetings.bio\nTIME: 2024-01-22 23:02:46.194000+00:00\n\nBODY:\n\nSwadesh,\n\nwould you like to see the cap incorporated into the agreement or is it ok to define it during the onboarding process?\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio\nSENDERS: klemen@meetings.bio\nTIME: 2023-12-06 20:26:31.414000+00:00\n\nBODY:\n\nHello Swadesh,\n\nThank you for reaching out and booking a call. Based on your email I am not sure what company you work at. Could you please kindly send me the link to your company's website so I can skim through and have a rough understanding of your business prior to the call?\n\nDo you have any specific topics you would like to discuss next week?\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio\nSENDERS: klemen@meetings.bio\nRECIPIENTS: swadesh76@gmail.com, swadesh76@yahoo.com\nTIME: 2024-01-11 21:29:00+00:00\n\nBODY:\n\nHi Swadesh,\n\nSure, we can put a cap on, let's say 4 meetings per month, to keep your budget under control. If you want, we can add this to the agreement and increase later if needed, or just agree on this during the onboarding and we'll make sure we don't go over it.\n\nWhat would you prefer?\n\n-- END OF MESSAGE --\n\n-=-\n\nTo avoid any doubt, this is the LAST EVENT:\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio\nSENDERS: klemen@meetings.bio\nRECIPIENTS: swadesh76@gmail.com, swadesh76@yahoo.com\nTIME: 2024-01-11 21:29:00+00:00\n\nBODY:\n\nHi Swadesh,\n\nSure, we can put a cap on, let's say 4 meetings per month, to keep your budget under control. If you want, we can add this to the agreement and increase later if needed, or just agree on this during the onboarding and we'll make sure we don't go over it.\n\nWhat would you prefer?\n\n-- END OF MESSAGE --\n\n-=-\n\nADDITIONAL CONTEXT:\n\nDEAL NAME: turboregs\nOFFERING: None\nDEAL OWNER: Klemen Hrovat\nDEAL OWNER EMAIL: klemen@meetings.bio\nDEAL OWNER COMPANY: Meetings.bio\nPROSPECT NAME: Swadesh Sharma\nPROSPECT COMPANY: None"
}
],
"functions": [
{
"name": "format_response",
"parameters": {
"type": "object",
"required": [
"fixed_email_body",
"explanation"
],
"properties": {
"explanation": {
"type": "string",
"title": "Explanation"
},
"fixed_email_body": {
"type": "string",
"title": "Fixed email body"
}
}
},
"description": "Reformulated or copied email body that conforms to the given requirements. Keep the changes to the absolute minimum."
}
],
"max_tokens": 1500,
"temperature": 0.0,
"function_call": {
"name": "format_response"
},
"request_timeout": 600
}
Events
The text to parse:
EVENT TYPE: meeting (Bidirectional)
SUBJECT: Calendly: Intro to Meetings.bio
SENDERS: None
TIME: 2024-03-21 11:45:00+00:00
BODY:
<strong>Location: </strong>https://us06web.zoom.us/j/82362150258?pwd=UkpfrDIYlVw9sQtFPOKVnQJRI89HFw.1</br></br><strong>Contact's Time Zone: </strong>Eastern Time - US & Canada</br></br>
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio
SENDERS: klemen@meetings.bio
RECIPIENTS: swadesh76@gmail.com
TIME: 2024-01-09 07:53:02+00:00
BODY:
Hi Swadesh,
I'd like to ensure you have everything you need to make an informed decision. If you'd like to discuss any aspects of the agreement or have questions, please schedule a time for us to talk at https://calendly.com/meetings_bio/30min.
Looking forward to moving ahead together.
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio
SENDERS: klemen@meetings.bio
TIME: 2024-01-22 23:02:46.194000+00:00
BODY:
Swadesh,
would you like to see the cap incorporated into the agreement or is it ok to define it during the onboarding process?
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio
SENDERS: klemen@meetings.bio
TIME: 2023-12-06 20:26:31.414000+00:00
BODY:
Hello Swadesh,
Thank you for reaching out and booking a call. Based on your email I am not sure what company you work at. Could you please kindly send me the link to your company's website so I can skim through and have a rough understanding of your business prior to the call?
Do you have any specific topics you would like to discuss next week?
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio
SENDERS: klemen@meetings.bio
RECIPIENTS: swadesh76@gmail.com, swadesh76@yahoo.com
TIME: 2024-01-11 21:29:00+00:00
BODY:
Hi Swadesh,
Sure, we can put a cap on, let's say 4 meetings per month, to keep your budget under control. If you want, we can add this to the agreement and increase later if needed, or just agree on this during the onboarding and we'll make sure we don't go over it.
What would you prefer?
-- END OF MESSAGE --
-=-
To avoid any doubt, this is the LAST EVENT:
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio
SENDERS: klemen@meetings.bio
RECIPIENTS: swadesh76@gmail.com, swadesh76@yahoo.com
TIME: 2024-01-11 21:29:00+00:00
BODY:
Hi Swadesh,
Sure, we can put a cap on, let's say 4 meetings per month, to keep your budget under control. If you want, we can add this to the agreement and increase later if needed, or just agree on this during the onboarding and we'll make sure we don't go over it.
What would you prefer?
-- END OF MESSAGE --
-=-
ADDITIONAL CONTEXT:
DEAL NAME: turboregs
OFFERING: None
DEAL OWNER: Klemen Hrovat
DEAL OWNER EMAIL: klemen@meetings.bio
DEAL OWNER COMPANY: Meetings.bio
PROSPECT NAME: Swadesh Sharma
PROSPECT COMPANY: None
Response
{
"id": "chatcmpl-9Bfzeyipb3eG4MdWkqDuFp6YsLZEO",
"model": "gpt-4-0125-preview",
"usage": {
"total_tokens": 1632,
"prompt_tokens": 1499,
"completion_tokens": 133
},
"object": "chat.completion",
"choices": [
{
"index": 0,
"message": {
"role": "assistant",
"content": null,
"function_call": {
"name": "format_response",
"arguments": "{\n \"fixed_email_body\": \"It's been a while since we last discussed the meeting cap for our agreement. We proposed a cap of 4 meetings per month to help manage your budget. Would you prefer to add this to the agreement now or decide during the onboarding process? Your preference is crucial for us to move forward effectively.\",\n \"explanation\": \"The original email body already meets the requirements. It reminds the prospect to respond to the last enquiry without mentioning the exact date of the last communication, using \\\"It's been a while\\\" instead. The length is within the specified range, and the tone is polite and to the point.\"\n}"
}
},
"logprobs": null,
"finish_reason": "stop"
}
],
"created": 1712570058,
"system_fingerprint": "fp_b77cb481ed"
}
END ACTION (at 2024-04-08 09:54:23)
BEGIN ACTION in CREATE_TASK_FOR_DEFAULT_REMINDER (at 2024-04-08 10:06:56)
Context
{
"events": [
{
"id": 23292,
"body": "Hi Swadesh,\n\nI wanted to touch base regarding the agreement I sent over for your review. If you have any questions or need further clarification on any points, please feel free to reach out. We're keen to move forward together.",
"type": "email",
"title": "Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"swadesh76@gmail.com"
],
"full_name": "Swadesh Sharma",
"last_name": "Sharma",
"first_name": "Swadesh",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2023-12-19T09:55:53Z",
"message_id": null,
"recipients": [
"swadesh76@gmail.com"
],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 1600,
"body": "<strong>Location: </strong>https://us02web.zoom.us/j/86287576485?pwd=NUhhNXJKd21kZjdHMXVEb2Q0UkZqdz09</br></br><strong>Contact's Time Zone: </strong>Eastern Time - US & Canada</br></br>",
"type": "meeting",
"title": "Calendly: Intro to Meetings.bio",
"sender": null,
"persons": [
{
"emails": [
"swadesh76@gmail.com"
],
"full_name": "Swadesh Sharma",
"last_name": "Sharma",
"first_name": "Swadesh",
"organizations": []
}
],
"direction": "EventDirection.BIDIRECTIONAL",
"timestamp": "2023-12-12T20:30:00Z",
"message_id": null,
"recipients": null,
"cc_recipients": null,
"bcc_recipients": null
},
{
"id": 23262,
"body": "Hi Swadesh,\n\nThank you for your time. Attached is an agreement for you to review. Please also add your company details and other missing contact details. Send it back to me and I will send it for eSignature.",
"type": "email",
"title": "Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"swadesh76@gmail.com"
],
"full_name": "Swadesh Sharma",
"last_name": "Sharma",
"first_name": "Swadesh",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2023-12-12T20:55:03.147Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 23504,
"body": "Swadesh,\n\nKindly following up to check if we should add the cap to the agreement or you are ok with agreeing on it during the onboarding process?\n\nOther than that, the agreement looks good?",
"type": "email",
"title": "Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"swadesh76@gmail.com"
],
"full_name": "Swadesh Sharma",
"last_name": "Sharma",
"first_name": "Swadesh",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-02-20T21:15:10.717Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 1641,
"body": "<strong>Location: </strong>https://us06web.zoom.us/j/82362150258?pwd=UkpfrDIYlVw9sQtFPOKVnQJRI89HFw.1</br></br><strong>Contact's Time Zone: </strong>Eastern Time - US & Canada</br></br>",
"type": "meeting",
"title": "Calendly: Intro to Meetings.bio",
"sender": null,
"persons": [
{
"emails": [
"swadesh76@gmail.com"
],
"full_name": "Swadesh Sharma",
"last_name": "Sharma",
"first_name": "Swadesh",
"organizations": []
}
],
"direction": "EventDirection.BIDIRECTIONAL",
"timestamp": "2024-03-21T11:45:00Z",
"message_id": null,
"recipients": null,
"cc_recipients": null,
"bcc_recipients": null
},
{
"id": 23362,
"body": "Hi Swadesh,\n\nI'd like to ensure you have everything you need to make an informed decision. If you'd like to discuss any aspects of the agreement or have questions, please schedule a time for us to talk at https://calendly.com/meetings_bio/30min.\n\nLooking forward to moving ahead together.",
"type": "email",
"title": "Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"swadesh76@gmail.com"
],
"full_name": "Swadesh Sharma",
"last_name": "Sharma",
"first_name": "Swadesh",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-01-09T07:53:02Z",
"message_id": null,
"recipients": [
"swadesh76@gmail.com"
],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 23419,
"body": "Swadesh,\n\nwould you like to see the cap incorporated into the agreement or is it ok to define it during the onboarding process?",
"type": "email",
"title": "Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"swadesh76@gmail.com"
],
"full_name": "Swadesh Sharma",
"last_name": "Sharma",
"first_name": "Swadesh",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-01-22T23:02:46.194Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 23234,
"body": "Hello Swadesh,\n\nThank you for reaching out and booking a call. Based on your email I am not sure what company you work at. Could you please kindly send me the link to your company's website so I can skim through and have a rough understanding of your business prior to the call?\n\nDo you have any specific topics you would like to discuss next week?",
"type": "email",
"title": "Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"swadesh76@gmail.com"
],
"full_name": "Swadesh Sharma",
"last_name": "Sharma",
"first_name": "Swadesh",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2023-12-06T20:26:31.414Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 23381,
"body": "Hi Swadesh,\n\nSure, we can put a cap on, let's say 4 meetings per month, to keep your budget under control. If you want, we can add this to the agreement and increase later if needed, or just agree on this during the onboarding and we'll make sure we don't go over it.\n\nWhat would you prefer?",
"type": "email",
"title": "Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"swadesh76@gmail.com"
],
"full_name": "Swadesh Sharma",
"last_name": "Sharma",
"first_name": "Swadesh",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-01-11T21:29:00Z",
"message_id": null,
"recipients": [
"swadesh76@gmail.com, swadesh76@yahoo.com"
],
"cc_recipients": [],
"bcc_recipients": []
}
],
"offering": null,
"deal_name": "turboregs",
"prospects": [
{
"emails": [
"swadesh76@gmail.com"
],
"full_name": "Swadesh Sharma",
"last_name": "Sharma",
"first_name": "Swadesh",
"organizations": []
}
],
"deal_owner_email": "klemen@meetings.bio",
"primary_prospect": {
"emails": [
"swadesh76@gmail.com"
],
"full_name": "Swadesh Sharma",
"last_name": "Sharma",
"first_name": "Swadesh",
"organizations": []
},
"deal_owner_full_name": "Klemen Hrovat",
"deal_owner_last_name": "Hrovat",
"deal_owner_first_name": "Klemen",
"deal_owner_customer_name": "Meetings.bio",
"deal_owner_customer_domain": "meetings.bio",
"primary_prospect_organization": null
}
Entity
{
"id": 32007,
"deal": {
"id": 534,
"name": "turboregs",
"owner": 2,
"stage": 4,
"public_id": "17f93665-4b29-45d4-88d1-73a481e735c7",
"external_id": "16478237562",
"last_modified_in_crm": null
},
"vars": {
"pipeline_stage": "CLOSING",
"pipeline_stage_binary": [
"PROPOSAL"
]
},
"state": "CREATE_TASK_FOR_DEFAULT_REMINDER",
"status": "IN_PROGRESS",
"next_task": 875,
"events_hash": "7d66488dc9b169e16ea22944a6af6d98a3b9a7b3",
"fingerprint": {
"events": "7d66488dc9b169e16ea22944a6af6d98a3b9a7b3",
"offering": "2ef87dc4b9c9e813e0e0433d7547e6b7541d95f5",
"prospect": "b3393e82a1986ce6d2de0bdbe4d8d2b9787ddeb0",
"deal_owner": "ec6bf4d5effdd54ce2a619ab6b933981f503e715"
},
"next_task_key": null
}
--- MODEL INVOCATION 'generate_reminder_email 0 GPT_4' at cost $0.0661 (at 2024-04-08 10:06:56)
Prompt
{
"model": "gpt-4-0125-preview",
"messages": [
{
"role": "system",
"content": "The user will provide text that you need to parse into a structured form.\nTo validate your response, you must call the `format_response` function.\nUse the provided text and context to extract, deduce, or infer\nany parameters needed by `format_response`, including any missing data.\n\nAlso note that: You are a professional sales email writer. Your task is to write a follow-up email. This email will be sent by the seller Klemen Hrovat from Meetings.bio. Be mindful of the fact that Klemen Hrovat has already reached out to the prospect but has not heard back. The email needs to have the following components:\n\n* subject_line - Email subject line. Short and to the point.\n\n* recipients - List of recipients of this email. Be careful to only include the recipients (or one single recipient) with which you were communicating in the last email exchanges. Do not add other recipients if not explicitly requested or required.\n\n* greeting - Salutation. Greets the recipients of this email. It is important to inspect the past conversation and address the recipients in a similar manner when it comes to the register. Consider only short greetings like \"Hi (recipient's first name),\" or \"Dear Dr. (recipient's surname),\" depending on the chosen register.\n\n* opening_line - The opening line of the email. It should be a continuation of the greeting and should be a short sentence that leads to the body of the email. The opening line should be between 10 and 20 words.\n\n\n* body - The body of the email. To write the body, follow these rules:\n - Needs to remind your prospect (buyer) to respond to your last enquiry.\n - Be mindful of the fact that Klemen Hrovat has already reached out to the prospect but has not heard back. \n - If you do need to mention the date of the last communication event, do not mention it explicitly, use relative time instead (last week, yesterday, two days ago...). \n - Do **NOT** start the body with \"I hope this email finds you well\", \"We haven't had a chance to connect\", \"I haven't heard from you\", \"touching base\", \"just checking in\", \"wanted to circle back\", and similar email openings as they provide no value to the recipient. Simply start with the point, do not include any uninformative opening sentence. \n - Do not start the first sentence with \"Following our last conversation\" or a something similar. Simply omit this part and go straight to the point.\n - Do not include any opening or closing statements in the body. Limit the body only to informative and to the point content. \n - Mimic the register from the past conversation. \n - Do not repeat information or courtesy sentences from the previous emails. \n - The length of the body should be between 50 and 120 words. \n - Go straight to the point without too much fluff, but keep it kind and polite.\n\n* closing - A courtesy closing statement. Tell the recipient that you are looking forward to their reply. Keep it very short, one short sentence only.\n\n* signature - Sender's signature. Only include a very basic farewell-line like \"Thanks, Klemen\", \"Best, Klemen\", \"Regards, Klemen\". Do NOT generate full Klemen Hrovat's signature.\n\n--\n\nALSO IMPORTANT:\n\n* Carefully examine the last communication event from the prospect (buyer) and the last communication event from the seller. These two events will give you the most relevant information on how to write your email.\n* Do not repeat information or courtesy sentences from the previous emails that the seller has already sent. For example, if the seller already expressed best new year's wishes in the previous email, do not repeat them in this email.\n* The email content needs to be in the same language as the rest of the communication in the context.\n\n\nThe following is the correspondence between the buyer and the seller. The last event in this list is the latest one. The latest event is probably the most important one for making a decision.\n\n\n\nYou have been provided the following context to perform your task:\n - The current time is 2024-04-08 10:06:56.448028."
},
{
"role": "user",
"content": "The text to parse:\nEVENT TYPE: meeting (Bidirectional)\nSUBJECT: Calendly: Intro to Meetings.bio\nSENDERS: None\nTIME: 2024-03-21 11:45:00+00:00\n\nBODY:\n\n<strong>Location: </strong>https://us06web.zoom.us/j/82362150258?pwd=UkpfrDIYlVw9sQtFPOKVnQJRI89HFw.1</br></br><strong>Contact's Time Zone: </strong>Eastern Time - US & Canada</br></br>\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio\nSENDERS: klemen@meetings.bio\nRECIPIENTS: swadesh76@gmail.com\nTIME: 2024-01-09 07:53:02+00:00\n\nBODY:\n\nHi Swadesh,\n\nI'd like to ensure you have everything you need to make an informed decision. If you'd like to discuss any aspects of the agreement or have questions, please schedule a time for us to talk at https://calendly.com/meetings_bio/30min.\n\nLooking forward to moving ahead together.\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio\nSENDERS: klemen@meetings.bio\nTIME: 2024-01-22 23:02:46.194000+00:00\n\nBODY:\n\nSwadesh,\n\nwould you like to see the cap incorporated into the agreement or is it ok to define it during the onboarding process?\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio\nSENDERS: klemen@meetings.bio\nTIME: 2023-12-06 20:26:31.414000+00:00\n\nBODY:\n\nHello Swadesh,\n\nThank you for reaching out and booking a call. Based on your email I am not sure what company you work at. Could you please kindly send me the link to your company's website so I can skim through and have a rough understanding of your business prior to the call?\n\nDo you have any specific topics you would like to discuss next week?\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio\nSENDERS: klemen@meetings.bio\nRECIPIENTS: swadesh76@gmail.com, swadesh76@yahoo.com\nTIME: 2024-01-11 21:29:00+00:00\n\nBODY:\n\nHi Swadesh,\n\nSure, we can put a cap on, let's say 4 meetings per month, to keep your budget under control. If you want, we can add this to the agreement and increase later if needed, or just agree on this during the onboarding and we'll make sure we don't go over it.\n\nWhat would you prefer?\n\n-- END OF MESSAGE --\n\n-=-\n\nTo avoid any doubt, this is the LAST EVENT:\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio\nSENDERS: klemen@meetings.bio\nRECIPIENTS: swadesh76@gmail.com, swadesh76@yahoo.com\nTIME: 2024-01-11 21:29:00+00:00\n\nBODY:\n\nHi Swadesh,\n\nSure, we can put a cap on, let's say 4 meetings per month, to keep your budget under control. If you want, we can add this to the agreement and increase later if needed, or just agree on this during the onboarding and we'll make sure we don't go over it.\n\nWhat would you prefer?\n\n-- END OF MESSAGE --\n\n-=-\n\nADDITIONAL CONTEXT:\n\nDEAL NAME: turboregs\nOFFERING: None\nDEAL OWNER: Klemen Hrovat\nDEAL OWNER EMAIL: klemen@meetings.bio\nDEAL OWNER COMPANY: Meetings.bio\nPROSPECT NAME: Swadesh Sharma\nPROSPECT COMPANY: None"
}
],
"functions": [
{
"name": "format_response",
"parameters": {
"type": "object",
"required": [
"subject_line",
"recipients",
"greeting",
"opening_line",
"body",
"closing",
"signature"
],
"properties": {
"body": {
"type": "string",
"title": "Body"
},
"closing": {
"type": "string",
"title": "Closing"
},
"greeting": {
"type": "string",
"title": "Greeting"
},
"signature": {
"type": "string",
"title": "Signature"
},
"recipients": {
"type": "array",
"items": {
"type": "string"
},
"title": "Recipients"
},
"opening_line": {
"type": "string",
"title": "Opening line"
},
"subject_line": {
"type": "string",
"title": "Subject line"
}
}
},
"description": "A representation of the next best possible email the seller needs to send to the buyer (prospect), given the communication between the seller and their buyer, and the information about the deal."
}
],
"max_tokens": 1500,
"temperature": 0.0,
"function_call": {
"name": "format_response"
},
"request_timeout": 600
}
Events
The text to parse:
EVENT TYPE: meeting (Bidirectional)
SUBJECT: Calendly: Intro to Meetings.bio
SENDERS: None
TIME: 2024-03-21 11:45:00+00:00
BODY:
<strong>Location: </strong>https://us06web.zoom.us/j/82362150258?pwd=UkpfrDIYlVw9sQtFPOKVnQJRI89HFw.1</br></br><strong>Contact's Time Zone: </strong>Eastern Time - US & Canada</br></br>
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio
SENDERS: klemen@meetings.bio
RECIPIENTS: swadesh76@gmail.com
TIME: 2024-01-09 07:53:02+00:00
BODY:
Hi Swadesh,
I'd like to ensure you have everything you need to make an informed decision. If you'd like to discuss any aspects of the agreement or have questions, please schedule a time for us to talk at https://calendly.com/meetings_bio/30min.
Looking forward to moving ahead together.
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio
SENDERS: klemen@meetings.bio
TIME: 2024-01-22 23:02:46.194000+00:00
BODY:
Swadesh,
would you like to see the cap incorporated into the agreement or is it ok to define it during the onboarding process?
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio
SENDERS: klemen@meetings.bio
TIME: 2023-12-06 20:26:31.414000+00:00
BODY:
Hello Swadesh,
Thank you for reaching out and booking a call. Based on your email I am not sure what company you work at. Could you please kindly send me the link to your company's website so I can skim through and have a rough understanding of your business prior to the call?
Do you have any specific topics you would like to discuss next week?
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio
SENDERS: klemen@meetings.bio
RECIPIENTS: swadesh76@gmail.com, swadesh76@yahoo.com
TIME: 2024-01-11 21:29:00+00:00
BODY:
Hi Swadesh,
Sure, we can put a cap on, let's say 4 meetings per month, to keep your budget under control. If you want, we can add this to the agreement and increase later if needed, or just agree on this during the onboarding and we'll make sure we don't go over it.
What would you prefer?
-- END OF MESSAGE --
-=-
To avoid any doubt, this is the LAST EVENT:
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio
SENDERS: klemen@meetings.bio
RECIPIENTS: swadesh76@gmail.com, swadesh76@yahoo.com
TIME: 2024-01-11 21:29:00+00:00
BODY:
Hi Swadesh,
Sure, we can put a cap on, let's say 4 meetings per month, to keep your budget under control. If you want, we can add this to the agreement and increase later if needed, or just agree on this during the onboarding and we'll make sure we don't go over it.
What would you prefer?
-- END OF MESSAGE --
-=-
ADDITIONAL CONTEXT:
DEAL NAME: turboregs
OFFERING: None
DEAL OWNER: Klemen Hrovat
DEAL OWNER EMAIL: klemen@meetings.bio
DEAL OWNER COMPANY: Meetings.bio
PROSPECT NAME: Swadesh Sharma
PROSPECT COMPANY: None
Response
{
"id": "chatcmpl-9BgBst2W2s9TGpDHtR7Rg6t6SQZsL",
"model": "gpt-4-0125-preview",
"usage": {
"total_tokens": 2080,
"prompt_tokens": 1956,
"completion_tokens": 124
},
"object": "chat.completion",
"choices": [
{
"index": 0,
"message": {
"role": "assistant",
"content": null,
"function_call": {
"name": "format_response",
"arguments": "{\"subject_line\":\"Clarification Needed on Meeting Cap Agreement\",\"recipients\":[\"swadesh76@gmail.com\",\"swadesh76@yahoo.com\"],\"greeting\":\"Hi Swadesh,\",\"opening_line\":\"I hope you're doing well since our last conversation.\",\"body\":\"In our previous email, we discussed implementing a cap of 4 meetings per month to manage your budget. We're at a point where deciding whether to include this in the agreement or to handle it during onboarding is crucial. Your preference on this matter will help us proceed smoothly.\",\"closing\":\"Looking forward to your guidance on this.\",\"signature\":\"Best, Klemen\"}"
}
},
"logprobs": null,
"finish_reason": "stop"
}
],
"created": 1712570816,
"system_fingerprint": "fp_b77cb481ed"
}
END ACTION (at 2024-04-08 10:07:02)
BEGIN ACTION in CREATE_TASK_FOR_DEFAULT_REMINDER (at 2024-04-08 10:44:18)
Context
{
"events": [
{
"id": 23292,
"body": "Hi Swadesh,\n\nI wanted to touch base regarding the agreement I sent over for your review. If you have any questions or need further clarification on any points, please feel free to reach out. We're keen to move forward together.",
"type": "email",
"title": "Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"swadesh76@gmail.com"
],
"full_name": "Swadesh Sharma",
"last_name": "Sharma",
"first_name": "Swadesh",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2023-12-19T09:55:53Z",
"message_id": null,
"recipients": [
"swadesh76@gmail.com"
],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 1600,
"body": "<strong>Location: </strong>https://us02web.zoom.us/j/86287576485?pwd=NUhhNXJKd21kZjdHMXVEb2Q0UkZqdz09</br></br><strong>Contact's Time Zone: </strong>Eastern Time - US & Canada</br></br>",
"type": "meeting",
"title": "Calendly: Intro to Meetings.bio",
"sender": null,
"persons": [
{
"emails": [
"swadesh76@gmail.com"
],
"full_name": "Swadesh Sharma",
"last_name": "Sharma",
"first_name": "Swadesh",
"organizations": []
}
],
"direction": "EventDirection.BIDIRECTIONAL",
"timestamp": "2023-12-12T20:30:00Z",
"message_id": null,
"recipients": null,
"cc_recipients": null,
"bcc_recipients": null
},
{
"id": 23262,
"body": "Hi Swadesh,\n\nThank you for your time. Attached is an agreement for you to review. Please also add your company details and other missing contact details. Send it back to me and I will send it for eSignature.",
"type": "email",
"title": "Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"swadesh76@gmail.com"
],
"full_name": "Swadesh Sharma",
"last_name": "Sharma",
"first_name": "Swadesh",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2023-12-12T20:55:03.147Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 23504,
"body": "Swadesh,\n\nKindly following up to check if we should add the cap to the agreement or you are ok with agreeing on it during the onboarding process?\n\nOther than that, the agreement looks good?",
"type": "email",
"title": "Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"swadesh76@gmail.com"
],
"full_name": "Swadesh Sharma",
"last_name": "Sharma",
"first_name": "Swadesh",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-02-20T21:15:10.717Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 1641,
"body": "<strong>Location: </strong>https://us06web.zoom.us/j/82362150258?pwd=UkpfrDIYlVw9sQtFPOKVnQJRI89HFw.1</br></br><strong>Contact's Time Zone: </strong>Eastern Time - US & Canada</br></br>",
"type": "meeting",
"title": "Calendly: Intro to Meetings.bio",
"sender": null,
"persons": [
{
"emails": [
"swadesh76@gmail.com"
],
"full_name": "Swadesh Sharma",
"last_name": "Sharma",
"first_name": "Swadesh",
"organizations": []
}
],
"direction": "EventDirection.BIDIRECTIONAL",
"timestamp": "2024-03-21T11:45:00Z",
"message_id": null,
"recipients": null,
"cc_recipients": null,
"bcc_recipients": null
},
{
"id": 23362,
"body": "Hi Swadesh,\n\nI'd like to ensure you have everything you need to make an informed decision. If you'd like to discuss any aspects of the agreement or have questions, please schedule a time for us to talk at https://calendly.com/meetings_bio/30min.\n\nLooking forward to moving ahead together.",
"type": "email",
"title": "Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"swadesh76@gmail.com"
],
"full_name": "Swadesh Sharma",
"last_name": "Sharma",
"first_name": "Swadesh",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-01-09T07:53:02Z",
"message_id": null,
"recipients": [
"swadesh76@gmail.com"
],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 23419,
"body": "Swadesh,\n\nwould you like to see the cap incorporated into the agreement or is it ok to define it during the onboarding process?",
"type": "email",
"title": "Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"swadesh76@gmail.com"
],
"full_name": "Swadesh Sharma",
"last_name": "Sharma",
"first_name": "Swadesh",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-01-22T23:02:46.194Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 23234,
"body": "Hello Swadesh,\n\nThank you for reaching out and booking a call. Based on your email I am not sure what company you work at. Could you please kindly send me the link to your company's website so I can skim through and have a rough understanding of your business prior to the call?\n\nDo you have any specific topics you would like to discuss next week?",
"type": "email",
"title": "Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"swadesh76@gmail.com"
],
"full_name": "Swadesh Sharma",
"last_name": "Sharma",
"first_name": "Swadesh",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2023-12-06T20:26:31.414Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 23381,
"body": "Hi Swadesh,\n\nSure, we can put a cap on, let's say 4 meetings per month, to keep your budget under control. If you want, we can add this to the agreement and increase later if needed, or just agree on this during the onboarding and we'll make sure we don't go over it.\n\nWhat would you prefer?",
"type": "email",
"title": "Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"swadesh76@gmail.com"
],
"full_name": "Swadesh Sharma",
"last_name": "Sharma",
"first_name": "Swadesh",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-01-11T21:29:00Z",
"message_id": null,
"recipients": [
"swadesh76@gmail.com, swadesh76@yahoo.com"
],
"cc_recipients": [],
"bcc_recipients": []
}
],
"offering": null,
"deal_name": "turboregs",
"prospects": [
{
"emails": [
"swadesh76@gmail.com"
],
"full_name": "Swadesh Sharma",
"last_name": "Sharma",
"first_name": "Swadesh",
"organizations": []
}
],
"deal_owner_email": "klemen@meetings.bio",
"primary_prospect": {
"emails": [
"swadesh76@gmail.com"
],
"full_name": "Swadesh Sharma",
"last_name": "Sharma",
"first_name": "Swadesh",
"organizations": []
},
"deal_owner_full_name": "Klemen Hrovat",
"deal_owner_last_name": "Hrovat",
"deal_owner_first_name": "Klemen",
"deal_owner_customer_name": "Meetings.bio",
"deal_owner_customer_domain": "meetings.bio",
"primary_prospect_organization": null
}
Entity
{
"id": 32007,
"deal": {
"id": 534,
"name": "turboregs",
"owner": 2,
"stage": 4,
"public_id": "17f93665-4b29-45d4-88d1-73a481e735c7",
"external_id": "16478237562",
"last_modified_in_crm": null
},
"vars": {
"pipeline_stage": "CLOSING",
"pipeline_stage_binary": [
"PROPOSAL"
]
},
"state": "CREATE_TASK_FOR_DEFAULT_REMINDER",
"status": "IN_PROGRESS",
"next_task": 897,
"events_hash": "7d66488dc9b169e16ea22944a6af6d98a3b9a7b3",
"fingerprint": {
"events": "7d66488dc9b169e16ea22944a6af6d98a3b9a7b3",
"offering": "2ef87dc4b9c9e813e0e0433d7547e6b7541d95f5",
"prospect": "b3393e82a1986ce6d2de0bdbe4d8d2b9787ddeb0",
"deal_owner": "ec6bf4d5effdd54ce2a619ab6b933981f503e715"
},
"next_task_key": null
}
--- MODEL INVOCATION 'generate_reminder_email 0 GPT_4' at cost $0.0665 (at 2024-04-08 10:44:18)
Prompt
{
"model": "gpt-4-0125-preview",
"messages": [
{
"role": "system",
"content": "The user will provide text that you need to parse into a structured form.\nTo validate your response, you must call the `format_response` function.\nUse the provided text and context to extract, deduce, or infer\nany parameters needed by `format_response`, including any missing data.\n\nAlso note that: You are a professional sales email writer. Your task is to write a follow-up email. This email will be sent by the seller Klemen Hrovat from Meetings.bio. Be mindful of the fact that Klemen Hrovat has already reached out to the prospect but has not heard back. The email needs to have the following components:\n\n* subject_line - Email subject line. Short and to the point.\n\n* recipients - List of recipients of this email. Be careful to only include the recipients (or one single recipient) with which you were communicating in the last email exchanges. Do not add other recipients if not explicitly requested or required.\n\n* greeting - Salutation. Greets the recipients of this email. It is important to inspect the past conversation and address the recipients in a similar manner when it comes to the register. Consider only short greetings like \"Hi (recipient's first name),\" or \"Dear Dr. (recipient's surname),\" depending on the chosen register.\n\n* opening_line - The opening line of the email. It should be a continuation of the greeting and should be a short sentence that leads to the body of the email. The opening line should be between 10 and 20 words.\n\n\n* body - The body of the email. To write the body, follow these rules:\n - Needs to remind your prospect (buyer) to respond to your last enquiry.\n - Be mindful of the fact that Klemen Hrovat has already reached out to the prospect but has not heard back. \n - If you do need to mention the date of the last communication event, do not mention it explicitly, use relative time instead (last week, yesterday, two days ago...). \n - Do **NOT** start the body with \"I hope this email finds you well\", \"We haven't had a chance to connect\", \"I haven't heard from you\", \"touching base\", \"just checking in\", \"wanted to circle back\", and similar email openings as they provide no value to the recipient. Simply start with the point, do not include any uninformative opening sentence. \n - Do not start the first sentence with \"Following our last conversation\" or a something similar. Simply omit this part and go straight to the point.\n - Do not include any opening or closing statements in the body. Limit the body only to informative and to the point content. \n - Mimic the register from the past conversation. \n - Do not repeat information or courtesy sentences from the previous emails. \n - The length of the body should be between 50 and 120 words. \n - Go straight to the point without too much fluff, but keep it kind and polite.\n\n* closing - A courtesy closing statement. Tell the recipient that you are looking forward to their reply. Keep it very short, one short sentence only.\n\n* signature - Sender's signature. Only include a very basic farewell-line like \"Thanks, Klemen\", \"Best, Klemen\", \"Regards, Klemen\". Do NOT generate full Klemen Hrovat's signature.\n\n--\n\nALSO IMPORTANT:\n\n* Carefully examine the last communication event from the prospect (buyer) and the last communication event from the seller. These two events will give you the most relevant information on how to write your email.\n* Do not repeat information or courtesy sentences from the previous emails that the seller has already sent. For example, if the seller already expressed best new year's wishes in the previous email, do not repeat them in this email.\n* The email content needs to be in the same language as the rest of the communication in the context.\n\n\nThe following is the correspondence between the buyer and the seller. The last event in this list is the latest one. The latest event is probably the most important one for making a decision.\n\n\n\nYou have been provided the following context to perform your task:\n - The current time is 2024-04-08 10:44:18.141273."
},
{
"role": "user",
"content": "The text to parse:\nEVENT TYPE: meeting (Bidirectional)\nSUBJECT: Calendly: Intro to Meetings.bio\nSENDERS: None\nTIME: 2024-03-21 11:45:00+00:00\n\nBODY:\n\n<strong>Location: </strong>https://us06web.zoom.us/j/82362150258?pwd=UkpfrDIYlVw9sQtFPOKVnQJRI89HFw.1</br></br><strong>Contact's Time Zone: </strong>Eastern Time - US & Canada</br></br>\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio\nSENDERS: klemen@meetings.bio\nRECIPIENTS: swadesh76@gmail.com\nTIME: 2024-01-09 07:53:02+00:00\n\nBODY:\n\nHi Swadesh,\n\nI'd like to ensure you have everything you need to make an informed decision. If you'd like to discuss any aspects of the agreement or have questions, please schedule a time for us to talk at https://calendly.com/meetings_bio/30min.\n\nLooking forward to moving ahead together.\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio\nSENDERS: klemen@meetings.bio\nTIME: 2024-01-22 23:02:46.194000+00:00\n\nBODY:\n\nSwadesh,\n\nwould you like to see the cap incorporated into the agreement or is it ok to define it during the onboarding process?\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio\nSENDERS: klemen@meetings.bio\nTIME: 2023-12-06 20:26:31.414000+00:00\n\nBODY:\n\nHello Swadesh,\n\nThank you for reaching out and booking a call. Based on your email I am not sure what company you work at. Could you please kindly send me the link to your company's website so I can skim through and have a rough understanding of your business prior to the call?\n\nDo you have any specific topics you would like to discuss next week?\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio\nSENDERS: klemen@meetings.bio\nRECIPIENTS: swadesh76@gmail.com, swadesh76@yahoo.com\nTIME: 2024-01-11 21:29:00+00:00\n\nBODY:\n\nHi Swadesh,\n\nSure, we can put a cap on, let's say 4 meetings per month, to keep your budget under control. If you want, we can add this to the agreement and increase later if needed, or just agree on this during the onboarding and we'll make sure we don't go over it.\n\nWhat would you prefer?\n\n-- END OF MESSAGE --\n\n-=-\n\nTo avoid any doubt, this is the LAST EVENT:\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio\nSENDERS: klemen@meetings.bio\nRECIPIENTS: swadesh76@gmail.com, swadesh76@yahoo.com\nTIME: 2024-01-11 21:29:00+00:00\n\nBODY:\n\nHi Swadesh,\n\nSure, we can put a cap on, let's say 4 meetings per month, to keep your budget under control. If you want, we can add this to the agreement and increase later if needed, or just agree on this during the onboarding and we'll make sure we don't go over it.\n\nWhat would you prefer?\n\n-- END OF MESSAGE --\n\n-=-\n\nADDITIONAL CONTEXT:\n\nDEAL NAME: turboregs\nOFFERING: None\nDEAL OWNER: Klemen Hrovat\nDEAL OWNER EMAIL: klemen@meetings.bio\nDEAL OWNER COMPANY: Meetings.bio\nPROSPECT NAME: Swadesh Sharma\nPROSPECT COMPANY: None"
}
],
"functions": [
{
"name": "format_response",
"parameters": {
"type": "object",
"required": [
"subject_line",
"recipients",
"greeting",
"opening_line",
"body",
"closing",
"signature"
],
"properties": {
"body": {
"type": "string",
"title": "Body"
},
"closing": {
"type": "string",
"title": "Closing"
},
"greeting": {
"type": "string",
"title": "Greeting"
},
"signature": {
"type": "string",
"title": "Signature"
},
"recipients": {
"type": "array",
"items": {
"type": "string"
},
"title": "Recipients"
},
"opening_line": {
"type": "string",
"title": "Opening line"
},
"subject_line": {
"type": "string",
"title": "Subject line"
}
}
},
"description": "A representation of the next best possible email the seller needs to send to the buyer (prospect), given the communication between the seller and their buyer, and the information about the deal."
}
],
"max_tokens": 1500,
"temperature": 0.0,
"function_call": {
"name": "format_response"
},
"request_timeout": 600
}
Events
The text to parse:
EVENT TYPE: meeting (Bidirectional)
SUBJECT: Calendly: Intro to Meetings.bio
SENDERS: None
TIME: 2024-03-21 11:45:00+00:00
BODY:
<strong>Location: </strong>https://us06web.zoom.us/j/82362150258?pwd=UkpfrDIYlVw9sQtFPOKVnQJRI89HFw.1</br></br><strong>Contact's Time Zone: </strong>Eastern Time - US & Canada</br></br>
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio
SENDERS: klemen@meetings.bio
RECIPIENTS: swadesh76@gmail.com
TIME: 2024-01-09 07:53:02+00:00
BODY:
Hi Swadesh,
I'd like to ensure you have everything you need to make an informed decision. If you'd like to discuss any aspects of the agreement or have questions, please schedule a time for us to talk at https://calendly.com/meetings_bio/30min.
Looking forward to moving ahead together.
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio
SENDERS: klemen@meetings.bio
TIME: 2024-01-22 23:02:46.194000+00:00
BODY:
Swadesh,
would you like to see the cap incorporated into the agreement or is it ok to define it during the onboarding process?
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio
SENDERS: klemen@meetings.bio
TIME: 2023-12-06 20:26:31.414000+00:00
BODY:
Hello Swadesh,
Thank you for reaching out and booking a call. Based on your email I am not sure what company you work at. Could you please kindly send me the link to your company's website so I can skim through and have a rough understanding of your business prior to the call?
Do you have any specific topics you would like to discuss next week?
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio
SENDERS: klemen@meetings.bio
RECIPIENTS: swadesh76@gmail.com, swadesh76@yahoo.com
TIME: 2024-01-11 21:29:00+00:00
BODY:
Hi Swadesh,
Sure, we can put a cap on, let's say 4 meetings per month, to keep your budget under control. If you want, we can add this to the agreement and increase later if needed, or just agree on this during the onboarding and we'll make sure we don't go over it.
What would you prefer?
-- END OF MESSAGE --
-=-
To avoid any doubt, this is the LAST EVENT:
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio
SENDERS: klemen@meetings.bio
RECIPIENTS: swadesh76@gmail.com, swadesh76@yahoo.com
TIME: 2024-01-11 21:29:00+00:00
BODY:
Hi Swadesh,
Sure, we can put a cap on, let's say 4 meetings per month, to keep your budget under control. If you want, we can add this to the agreement and increase later if needed, or just agree on this during the onboarding and we'll make sure we don't go over it.
What would you prefer?
-- END OF MESSAGE --
-=-
ADDITIONAL CONTEXT:
DEAL NAME: turboregs
OFFERING: None
DEAL OWNER: Klemen Hrovat
DEAL OWNER EMAIL: klemen@meetings.bio
DEAL OWNER COMPANY: Meetings.bio
PROSPECT NAME: Swadesh Sharma
PROSPECT COMPANY: None
Response
{
"id": "chatcmpl-9Bgm2bvIdWLrTV1YXWY17FHpVnQZP",
"model": "gpt-4-0125-preview",
"usage": {
"total_tokens": 2086,
"prompt_tokens": 1956,
"completion_tokens": 130
},
"object": "chat.completion",
"choices": [
{
"index": 0,
"message": {
"role": "assistant",
"content": null,
"function_call": {
"name": "format_response",
"arguments": "{\"subject_line\":\"Clarification Needed on Meeting Cap Agreement\",\"recipients\":[\"swadesh76@gmail.com\",\"swadesh76@yahoo.com\"],\"greeting\":\"Hi Swadesh,\",\"opening_line\":\"I hope you're doing well since our last conversation.\",\"body\":\"In our previous message, we discussed implementing a cap of 4 meetings per month to manage your budget effectively. We're at a point where deciding whether to include this in the agreement or to finalize it during onboarding is crucial. Your preference will guide us in tailoring the service to meet your needs.\",\"closing\":\"Looking forward to your guidance on this matter.\",\"signature\":\"Best, Klemen\"}"
}
},
"logprobs": null,
"finish_reason": "stop"
}
],
"created": 1712573058,
"system_fingerprint": "fp_b77cb481ed"
}
END ACTION (at 2024-04-08 10:44:24)
BEGIN ACTION in CREATE_TASK_FOR_DEFAULT_REMINDER (at 2024-04-08 11:07:30)
Context
{
"events": [
{
"id": 23292,
"body": "Hi Swadesh,\n\nI wanted to touch base regarding the agreement I sent over for your review. If you have any questions or need further clarification on any points, please feel free to reach out. We're keen to move forward together.",
"type": "email",
"title": "Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"swadesh76@gmail.com"
],
"full_name": "Swadesh Sharma",
"last_name": "Sharma",
"first_name": "Swadesh",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2023-12-19T09:55:53Z",
"message_id": null,
"recipients": [
"swadesh76@gmail.com"
],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 1600,
"body": "<strong>Location: </strong>https://us02web.zoom.us/j/86287576485?pwd=NUhhNXJKd21kZjdHMXVEb2Q0UkZqdz09</br></br><strong>Contact's Time Zone: </strong>Eastern Time - US & Canada</br></br>",
"type": "meeting",
"title": "Calendly: Intro to Meetings.bio",
"sender": null,
"persons": [
{
"emails": [
"swadesh76@gmail.com"
],
"full_name": "Swadesh Sharma",
"last_name": "Sharma",
"first_name": "Swadesh",
"organizations": []
}
],
"direction": "EventDirection.BIDIRECTIONAL",
"timestamp": "2023-12-12T20:30:00Z",
"message_id": null,
"recipients": null,
"cc_recipients": null,
"bcc_recipients": null
},
{
"id": 23262,
"body": "Hi Swadesh,\n\nThank you for your time. Attached is an agreement for you to review. Please also add your company details and other missing contact details. Send it back to me and I will send it for eSignature.",
"type": "email",
"title": "Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"swadesh76@gmail.com"
],
"full_name": "Swadesh Sharma",
"last_name": "Sharma",
"first_name": "Swadesh",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2023-12-12T20:55:03.147Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 23504,
"body": "Swadesh,\n\nKindly following up to check if we should add the cap to the agreement or you are ok with agreeing on it during the onboarding process?\n\nOther than that, the agreement looks good?",
"type": "email",
"title": "Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"swadesh76@gmail.com"
],
"full_name": "Swadesh Sharma",
"last_name": "Sharma",
"first_name": "Swadesh",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-02-20T21:15:10.717Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 1641,
"body": "<strong>Location: </strong>https://us06web.zoom.us/j/82362150258?pwd=UkpfrDIYlVw9sQtFPOKVnQJRI89HFw.1</br></br><strong>Contact's Time Zone: </strong>Eastern Time - US & Canada</br></br>",
"type": "meeting",
"title": "Calendly: Intro to Meetings.bio",
"sender": null,
"persons": [
{
"emails": [
"swadesh76@gmail.com"
],
"full_name": "Swadesh Sharma",
"last_name": "Sharma",
"first_name": "Swadesh",
"organizations": []
}
],
"direction": "EventDirection.BIDIRECTIONAL",
"timestamp": "2024-03-21T11:45:00Z",
"message_id": null,
"recipients": null,
"cc_recipients": null,
"bcc_recipients": null
},
{
"id": 23362,
"body": "Hi Swadesh,\n\nI'd like to ensure you have everything you need to make an informed decision. If you'd like to discuss any aspects of the agreement or have questions, please schedule a time for us to talk at https://calendly.com/meetings_bio/30min.\n\nLooking forward to moving ahead together.",
"type": "email",
"title": "Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"swadesh76@gmail.com"
],
"full_name": "Swadesh Sharma",
"last_name": "Sharma",
"first_name": "Swadesh",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-01-09T07:53:02Z",
"message_id": null,
"recipients": [
"swadesh76@gmail.com"
],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 23419,
"body": "Swadesh,\n\nwould you like to see the cap incorporated into the agreement or is it ok to define it during the onboarding process?",
"type": "email",
"title": "Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"swadesh76@gmail.com"
],
"full_name": "Swadesh Sharma",
"last_name": "Sharma",
"first_name": "Swadesh",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-01-22T23:02:46.194Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 23234,
"body": "Hello Swadesh,\n\nThank you for reaching out and booking a call. Based on your email I am not sure what company you work at. Could you please kindly send me the link to your company's website so I can skim through and have a rough understanding of your business prior to the call?\n\nDo you have any specific topics you would like to discuss next week?",
"type": "email",
"title": "Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"swadesh76@gmail.com"
],
"full_name": "Swadesh Sharma",
"last_name": "Sharma",
"first_name": "Swadesh",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2023-12-06T20:26:31.414Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 23381,
"body": "Hi Swadesh,\n\nSure, we can put a cap on, let's say 4 meetings per month, to keep your budget under control. If you want, we can add this to the agreement and increase later if needed, or just agree on this during the onboarding and we'll make sure we don't go over it.\n\nWhat would you prefer?",
"type": "email",
"title": "Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"swadesh76@gmail.com"
],
"full_name": "Swadesh Sharma",
"last_name": "Sharma",
"first_name": "Swadesh",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-01-11T21:29:00Z",
"message_id": null,
"recipients": [
"swadesh76@gmail.com, swadesh76@yahoo.com"
],
"cc_recipients": [],
"bcc_recipients": []
}
],
"offering": null,
"deal_name": "turboregs",
"prospects": [
{
"emails": [
"swadesh76@gmail.com"
],
"full_name": "Swadesh Sharma",
"last_name": "Sharma",
"first_name": "Swadesh",
"organizations": []
}
],
"deal_owner_email": "klemen@meetings.bio",
"primary_prospect": {
"emails": [
"swadesh76@gmail.com"
],
"full_name": "Swadesh Sharma",
"last_name": "Sharma",
"first_name": "Swadesh",
"organizations": []
},
"deal_owner_full_name": "Klemen Hrovat",
"deal_owner_last_name": "Hrovat",
"deal_owner_first_name": "Klemen",
"deal_owner_customer_name": "Meetings.bio",
"deal_owner_customer_domain": "meetings.bio",
"primary_prospect_organization": null
}
Entity
{
"id": 32007,
"deal": {
"id": 534,
"name": "turboregs",
"owner": 2,
"stage": 4,
"public_id": "17f93665-4b29-45d4-88d1-73a481e735c7",
"external_id": "16478237562",
"last_modified_in_crm": null
},
"vars": {
"pipeline_stage": "CLOSING",
"pipeline_stage_binary": [
"PROPOSAL"
]
},
"state": "CREATE_TASK_FOR_DEFAULT_REMINDER",
"status": "IN_PROGRESS",
"next_task": 922,
"events_hash": "7d66488dc9b169e16ea22944a6af6d98a3b9a7b3",
"fingerprint": {
"events": "7d66488dc9b169e16ea22944a6af6d98a3b9a7b3",
"offering": "2ef87dc4b9c9e813e0e0433d7547e6b7541d95f5",
"prospect": "b3393e82a1986ce6d2de0bdbe4d8d2b9787ddeb0",
"deal_owner": "ec6bf4d5effdd54ce2a619ab6b933981f503e715"
},
"next_task_key": null
}
--- MODEL INVOCATION 'generate_reminder_email 0 GPT_4' at cost $0.0665 (at 2024-04-08 11:07:30)
Prompt
{
"model": "gpt-4-0125-preview",
"messages": [
{
"role": "system",
"content": "The user will provide text that you need to parse into a structured form.\nTo validate your response, you must call the `format_response` function.\nUse the provided text and context to extract, deduce, or infer\nany parameters needed by `format_response`, including any missing data.\n\nAlso note that: You are a professional sales email writer. Your task is to write a follow-up email. This email will be sent by the seller Klemen Hrovat from Meetings.bio. Be mindful of the fact that Klemen Hrovat has already reached out to the prospect but has not heard back. The email needs to have the following components:\n\n* subject_line - Email subject line. Short and to the point.\n\n* recipients - List of recipients of this email. Be careful to only include the recipients (or one single recipient) with which you were communicating in the last email exchanges. Do not add other recipients if not explicitly requested or required.\n\n* greeting - Salutation. Greets the recipients of this email. It is important to inspect the past conversation and address the recipients in a similar manner when it comes to the register. Consider only short greetings like \"Hi (recipient's first name),\" or \"Dear Dr. (recipient's surname),\" depending on the chosen register.\n\n* opening_line - The opening line of the email. It should be a continuation of the greeting and should be a short sentence that leads to the body of the email. The opening line should be between 10 and 20 words.\n\n\n* body - The body of the email. To write the body, follow these rules:\n - Needs to remind your prospect (buyer) to respond to your last enquiry.\n - Be mindful of the fact that Klemen Hrovat has already reached out to the prospect but has not heard back. \n - If you do need to mention the date of the last communication event, do not mention it explicitly, use relative time instead (last week, yesterday, two days ago...). \n - Do **NOT** start the body with \"I hope this email finds you well\", \"We haven't had a chance to connect\", \"I haven't heard from you\", \"touching base\", \"just checking in\", \"wanted to circle back\", and similar email openings as they provide no value to the recipient. Simply start with the point, do not include any uninformative opening sentence. \n - Do not start the first sentence with \"Following our last conversation\" or a something similar. Simply omit this part and go straight to the point.\n - Do not include any opening or closing statements in the body. Limit the body only to informative and to the point content. \n - Mimic the register from the past conversation. \n - Do not repeat information or courtesy sentences from the previous emails. \n - The length of the body should be between 50 and 120 words. \n - Go straight to the point without too much fluff, but keep it kind and polite.\n\n* closing - A courtesy closing statement. Tell the recipient that you are looking forward to their reply. Keep it very short, one short sentence only.\n\n* signature - Sender's signature. Only include a very basic farewell-line like \"Thanks, Klemen\", \"Best, Klemen\", \"Regards, Klemen\". Do NOT generate full Klemen Hrovat's signature.\n\n--\n\nALSO IMPORTANT:\n\n* Carefully examine the last communication event from the prospect (buyer) and the last communication event from the seller. These two events will give you the most relevant information on how to write your email.\n* Do not repeat information or courtesy sentences from the previous emails that the seller has already sent. For example, if the seller already expressed best new year's wishes in the previous email, do not repeat them in this email.\n* The email content needs to be in the same language as the rest of the communication in the context.\n\n\nThe following is the correspondence between the buyer and the seller. The last event in this list is the latest one. The latest event is probably the most important one for making a decision.\n\n\n\nYou have been provided the following context to perform your task:\n - The current time is 2024-04-08 11:07:30.434451."
},
{
"role": "user",
"content": "The text to parse:\nEVENT TYPE: meeting (Bidirectional)\nSUBJECT: Calendly: Intro to Meetings.bio\nSENDERS: None\nTIME: 2024-03-21 11:45:00+00:00\n\nBODY:\n\n<strong>Location: </strong>https://us06web.zoom.us/j/82362150258?pwd=UkpfrDIYlVw9sQtFPOKVnQJRI89HFw.1</br></br><strong>Contact's Time Zone: </strong>Eastern Time - US & Canada</br></br>\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio\nSENDERS: klemen@meetings.bio\nRECIPIENTS: swadesh76@gmail.com\nTIME: 2024-01-09 07:53:02+00:00\n\nBODY:\n\nHi Swadesh,\n\nI'd like to ensure you have everything you need to make an informed decision. If you'd like to discuss any aspects of the agreement or have questions, please schedule a time for us to talk at https://calendly.com/meetings_bio/30min.\n\nLooking forward to moving ahead together.\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio\nSENDERS: klemen@meetings.bio\nTIME: 2024-01-22 23:02:46.194000+00:00\n\nBODY:\n\nSwadesh,\n\nwould you like to see the cap incorporated into the agreement or is it ok to define it during the onboarding process?\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio\nSENDERS: klemen@meetings.bio\nTIME: 2023-12-06 20:26:31.414000+00:00\n\nBODY:\n\nHello Swadesh,\n\nThank you for reaching out and booking a call. Based on your email I am not sure what company you work at. Could you please kindly send me the link to your company's website so I can skim through and have a rough understanding of your business prior to the call?\n\nDo you have any specific topics you would like to discuss next week?\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio\nSENDERS: klemen@meetings.bio\nRECIPIENTS: swadesh76@gmail.com, swadesh76@yahoo.com\nTIME: 2024-01-11 21:29:00+00:00\n\nBODY:\n\nHi Swadesh,\n\nSure, we can put a cap on, let's say 4 meetings per month, to keep your budget under control. If you want, we can add this to the agreement and increase later if needed, or just agree on this during the onboarding and we'll make sure we don't go over it.\n\nWhat would you prefer?\n\n-- END OF MESSAGE --\n\n-=-\n\nTo avoid any doubt, this is the LAST EVENT:\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio\nSENDERS: klemen@meetings.bio\nRECIPIENTS: swadesh76@gmail.com, swadesh76@yahoo.com\nTIME: 2024-01-11 21:29:00+00:00\n\nBODY:\n\nHi Swadesh,\n\nSure, we can put a cap on, let's say 4 meetings per month, to keep your budget under control. If you want, we can add this to the agreement and increase later if needed, or just agree on this during the onboarding and we'll make sure we don't go over it.\n\nWhat would you prefer?\n\n-- END OF MESSAGE --\n\n-=-\n\nADDITIONAL CONTEXT:\n\nDEAL NAME: turboregs\nOFFERING: None\nDEAL OWNER: Klemen Hrovat\nDEAL OWNER EMAIL: klemen@meetings.bio\nDEAL OWNER COMPANY: Meetings.bio\nPROSPECT NAME: Swadesh Sharma\nPROSPECT COMPANY: None"
}
],
"functions": [
{
"name": "format_response",
"parameters": {
"type": "object",
"required": [
"subject_line",
"recipients",
"greeting",
"opening_line",
"body",
"closing",
"signature"
],
"properties": {
"body": {
"type": "string",
"title": "Body"
},
"closing": {
"type": "string",
"title": "Closing"
},
"greeting": {
"type": "string",
"title": "Greeting"
},
"signature": {
"type": "string",
"title": "Signature"
},
"recipients": {
"type": "array",
"items": {
"type": "string"
},
"title": "Recipients"
},
"opening_line": {
"type": "string",
"title": "Opening line"
},
"subject_line": {
"type": "string",
"title": "Subject line"
}
}
},
"description": "A representation of the next best possible email the seller needs to send to the buyer (prospect), given the communication between the seller and their buyer, and the information about the deal."
}
],
"max_tokens": 1500,
"temperature": 0.0,
"function_call": {
"name": "format_response"
},
"request_timeout": 600
}
Events
The text to parse:
EVENT TYPE: meeting (Bidirectional)
SUBJECT: Calendly: Intro to Meetings.bio
SENDERS: None
TIME: 2024-03-21 11:45:00+00:00
BODY:
<strong>Location: </strong>https://us06web.zoom.us/j/82362150258?pwd=UkpfrDIYlVw9sQtFPOKVnQJRI89HFw.1</br></br><strong>Contact's Time Zone: </strong>Eastern Time - US & Canada</br></br>
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio
SENDERS: klemen@meetings.bio
RECIPIENTS: swadesh76@gmail.com
TIME: 2024-01-09 07:53:02+00:00
BODY:
Hi Swadesh,
I'd like to ensure you have everything you need to make an informed decision. If you'd like to discuss any aspects of the agreement or have questions, please schedule a time for us to talk at https://calendly.com/meetings_bio/30min.
Looking forward to moving ahead together.
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio
SENDERS: klemen@meetings.bio
TIME: 2024-01-22 23:02:46.194000+00:00
BODY:
Swadesh,
would you like to see the cap incorporated into the agreement or is it ok to define it during the onboarding process?
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio
SENDERS: klemen@meetings.bio
TIME: 2023-12-06 20:26:31.414000+00:00
BODY:
Hello Swadesh,
Thank you for reaching out and booking a call. Based on your email I am not sure what company you work at. Could you please kindly send me the link to your company's website so I can skim through and have a rough understanding of your business prior to the call?
Do you have any specific topics you would like to discuss next week?
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio
SENDERS: klemen@meetings.bio
RECIPIENTS: swadesh76@gmail.com, swadesh76@yahoo.com
TIME: 2024-01-11 21:29:00+00:00
BODY:
Hi Swadesh,
Sure, we can put a cap on, let's say 4 meetings per month, to keep your budget under control. If you want, we can add this to the agreement and increase later if needed, or just agree on this during the onboarding and we'll make sure we don't go over it.
What would you prefer?
-- END OF MESSAGE --
-=-
To avoid any doubt, this is the LAST EVENT:
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio
SENDERS: klemen@meetings.bio
RECIPIENTS: swadesh76@gmail.com, swadesh76@yahoo.com
TIME: 2024-01-11 21:29:00+00:00
BODY:
Hi Swadesh,
Sure, we can put a cap on, let's say 4 meetings per month, to keep your budget under control. If you want, we can add this to the agreement and increase later if needed, or just agree on this during the onboarding and we'll make sure we don't go over it.
What would you prefer?
-- END OF MESSAGE --
-=-
ADDITIONAL CONTEXT:
DEAL NAME: turboregs
OFFERING: None
DEAL OWNER: Klemen Hrovat
DEAL OWNER EMAIL: klemen@meetings.bio
DEAL OWNER COMPANY: Meetings.bio
PROSPECT NAME: Swadesh Sharma
PROSPECT COMPANY: None
Response
{
"id": "chatcmpl-9Bh8UconsP3i7rWOP2ptTw3dKagGx",
"model": "gpt-4-0125-preview",
"usage": {
"total_tokens": 2086,
"prompt_tokens": 1956,
"completion_tokens": 130
},
"object": "chat.completion",
"choices": [
{
"index": 0,
"message": {
"role": "assistant",
"content": null,
"function_call": {
"name": "format_response",
"arguments": "{\"subject_line\":\"Clarification Needed on Meeting Cap Agreement\",\"recipients\":[\"swadesh76@gmail.com\",\"swadesh76@yahoo.com\"],\"greeting\":\"Hi Swadesh,\",\"opening_line\":\"I hope you're doing well since our last conversation.\",\"body\":\"In our previous email, we discussed implementing a cap of 4 meetings per month to manage your budget effectively. We're at a point where deciding whether to include this in the agreement or to finalize it during onboarding is crucial. Your preference is important to us, so could you please share your thoughts on this?\",\"closing\":\"Looking forward to your response.\",\"signature\":\"Best, Klemen\"}"
}
},
"logprobs": null,
"finish_reason": "stop"
}
],
"created": 1712574450,
"system_fingerprint": "fp_b77cb481ed"
}
END ACTION (at 2024-04-08 11:07:36)
BEGIN ACTION in CREATE_TASK_FOR_DEFAULT_REMINDER (at 2024-04-08 11:17:54)
Context
{
"events": [
{
"id": 23292,
"body": "Hi Swadesh,\n\nI wanted to touch base regarding the agreement I sent over for your review. If you have any questions or need further clarification on any points, please feel free to reach out. We're keen to move forward together.",
"type": "email",
"title": "Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"swadesh76@gmail.com"
],
"full_name": "Swadesh Sharma",
"last_name": "Sharma",
"first_name": "Swadesh",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2023-12-19T09:55:53Z",
"message_id": null,
"recipients": [
"swadesh76@gmail.com"
],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 1600,
"body": "<strong>Location: </strong>https://us02web.zoom.us/j/86287576485?pwd=NUhhNXJKd21kZjdHMXVEb2Q0UkZqdz09</br></br><strong>Contact's Time Zone: </strong>Eastern Time - US & Canada</br></br>",
"type": "meeting",
"title": "Calendly: Intro to Meetings.bio",
"sender": null,
"persons": [
{
"emails": [
"swadesh76@gmail.com"
],
"full_name": "Swadesh Sharma",
"last_name": "Sharma",
"first_name": "Swadesh",
"organizations": []
}
],
"direction": "EventDirection.BIDIRECTIONAL",
"timestamp": "2023-12-12T20:30:00Z",
"message_id": null,
"recipients": null,
"cc_recipients": null,
"bcc_recipients": null
},
{
"id": 23262,
"body": "Hi Swadesh,\n\nThank you for your time. Attached is an agreement for you to review. Please also add your company details and other missing contact details. Send it back to me and I will send it for eSignature.",
"type": "email",
"title": "Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"swadesh76@gmail.com"
],
"full_name": "Swadesh Sharma",
"last_name": "Sharma",
"first_name": "Swadesh",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2023-12-12T20:55:03.147Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 23504,
"body": "Swadesh,\n\nKindly following up to check if we should add the cap to the agreement or you are ok with agreeing on it during the onboarding process?\n\nOther than that, the agreement looks good?",
"type": "email",
"title": "Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"swadesh76@gmail.com"
],
"full_name": "Swadesh Sharma",
"last_name": "Sharma",
"first_name": "Swadesh",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-02-20T21:15:10.717Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 1641,
"body": "<strong>Location: </strong>https://us06web.zoom.us/j/82362150258?pwd=UkpfrDIYlVw9sQtFPOKVnQJRI89HFw.1</br></br><strong>Contact's Time Zone: </strong>Eastern Time - US & Canada</br></br>",
"type": "meeting",
"title": "Calendly: Intro to Meetings.bio",
"sender": null,
"persons": [
{
"emails": [
"swadesh76@gmail.com"
],
"full_name": "Swadesh Sharma",
"last_name": "Sharma",
"first_name": "Swadesh",
"organizations": []
}
],
"direction": "EventDirection.BIDIRECTIONAL",
"timestamp": "2024-03-21T11:45:00Z",
"message_id": null,
"recipients": null,
"cc_recipients": null,
"bcc_recipients": null
},
{
"id": 23362,
"body": "Hi Swadesh,\n\nI'd like to ensure you have everything you need to make an informed decision. If you'd like to discuss any aspects of the agreement or have questions, please schedule a time for us to talk at https://calendly.com/meetings_bio/30min.\n\nLooking forward to moving ahead together.",
"type": "email",
"title": "Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"swadesh76@gmail.com"
],
"full_name": "Swadesh Sharma",
"last_name": "Sharma",
"first_name": "Swadesh",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-01-09T07:53:02Z",
"message_id": null,
"recipients": [
"swadesh76@gmail.com"
],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 23419,
"body": "Swadesh,\n\nwould you like to see the cap incorporated into the agreement or is it ok to define it during the onboarding process?",
"type": "email",
"title": "Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"swadesh76@gmail.com"
],
"full_name": "Swadesh Sharma",
"last_name": "Sharma",
"first_name": "Swadesh",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-01-22T23:02:46.194Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 23234,
"body": "Hello Swadesh,\n\nThank you for reaching out and booking a call. Based on your email I am not sure what company you work at. Could you please kindly send me the link to your company's website so I can skim through and have a rough understanding of your business prior to the call?\n\nDo you have any specific topics you would like to discuss next week?",
"type": "email",
"title": "Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"swadesh76@gmail.com"
],
"full_name": "Swadesh Sharma",
"last_name": "Sharma",
"first_name": "Swadesh",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2023-12-06T20:26:31.414Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 23381,
"body": "Hi Swadesh,\n\nSure, we can put a cap on, let's say 4 meetings per month, to keep your budget under control. If you want, we can add this to the agreement and increase later if needed, or just agree on this during the onboarding and we'll make sure we don't go over it.\n\nWhat would you prefer?",
"type": "email",
"title": "Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"swadesh76@gmail.com"
],
"full_name": "Swadesh Sharma",
"last_name": "Sharma",
"first_name": "Swadesh",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-01-11T21:29:00Z",
"message_id": null,
"recipients": [
"swadesh76@gmail.com, swadesh76@yahoo.com"
],
"cc_recipients": [],
"bcc_recipients": []
}
],
"offering": null,
"deal_name": "turboregs",
"prospects": [
{
"emails": [
"swadesh76@gmail.com"
],
"full_name": "Swadesh Sharma",
"last_name": "Sharma",
"first_name": "Swadesh",
"organizations": []
}
],
"deal_owner_email": "klemen@meetings.bio",
"primary_prospect": {
"emails": [
"swadesh76@gmail.com"
],
"full_name": "Swadesh Sharma",
"last_name": "Sharma",
"first_name": "Swadesh",
"organizations": []
},
"deal_owner_full_name": "Klemen Hrovat",
"deal_owner_last_name": "Hrovat",
"deal_owner_first_name": "Klemen",
"deal_owner_customer_name": "Meetings.bio",
"deal_owner_customer_domain": "meetings.bio",
"primary_prospect_organization": null
}
Entity
{
"id": 32007,
"deal": {
"id": 534,
"name": "turboregs",
"owner": 2,
"stage": 4,
"public_id": "17f93665-4b29-45d4-88d1-73a481e735c7",
"external_id": "16478237562",
"last_modified_in_crm": null
},
"vars": {
"pipeline_stage": "CLOSING",
"pipeline_stage_binary": [
"PROPOSAL"
]
},
"state": "CREATE_TASK_FOR_DEFAULT_REMINDER",
"status": "IN_PROGRESS",
"next_task": 954,
"events_hash": "7d66488dc9b169e16ea22944a6af6d98a3b9a7b3",
"fingerprint": {
"events": "7d66488dc9b169e16ea22944a6af6d98a3b9a7b3",
"offering": "2ef87dc4b9c9e813e0e0433d7547e6b7541d95f5",
"prospect": "b3393e82a1986ce6d2de0bdbe4d8d2b9787ddeb0",
"deal_owner": "ec6bf4d5effdd54ce2a619ab6b933981f503e715"
},
"next_task_key": null
}
--- MODEL INVOCATION 'generate_reminder_email 0 GPT_4' at cost $0.0661 (at 2024-04-08 11:17:54)
Prompt
{
"model": "gpt-4-0125-preview",
"messages": [
{
"role": "system",
"content": "The user will provide text that you need to parse into a structured form.\nTo validate your response, you must call the `format_response` function.\nUse the provided text and context to extract, deduce, or infer\nany parameters needed by `format_response`, including any missing data.\n\nAlso note that: You are a professional sales email writer. Your task is to write a follow-up email. This email will be sent by the seller Klemen Hrovat from Meetings.bio. Be mindful of the fact that Klemen Hrovat has already reached out to the prospect but has not heard back. The email needs to have the following components:\n\n* subject_line - Email subject line. Short and to the point.\n\n* recipients - List of recipients of this email. Be careful to only include the recipients (or one single recipient) with which you were communicating in the last email exchanges. Do not add other recipients if not explicitly requested or required.\n\n* greeting - Salutation. Greets the recipients of this email. It is important to inspect the past conversation and address the recipients in a similar manner when it comes to the register. Consider only short greetings like \"Hi (recipient's first name),\" or \"Dear Dr. (recipient's surname),\" depending on the chosen register.\n\n* opening_line - The opening line of the email. It should be a continuation of the greeting and should be a short sentence that leads to the body of the email. The opening line should be between 10 and 20 words.\n\n\n* body - The body of the email. To write the body, follow these rules:\n - Needs to remind your prospect (buyer) to respond to your last enquiry.\n - Be mindful of the fact that Klemen Hrovat has already reached out to the prospect but has not heard back. \n - If you do need to mention the date of the last communication event, do not mention it explicitly, use relative time instead (last week, yesterday, two days ago...). \n - Do **NOT** start the body with \"I hope this email finds you well\", \"We haven't had a chance to connect\", \"I haven't heard from you\", \"touching base\", \"just checking in\", \"wanted to circle back\", and similar email openings as they provide no value to the recipient. Simply start with the point, do not include any uninformative opening sentence. \n - Do not start the first sentence with \"Following our last conversation\" or a something similar. Simply omit this part and go straight to the point.\n - Do not include any opening or closing statements in the body. Limit the body only to informative and to the point content. \n - Mimic the register from the past conversation. \n - Do not repeat information or courtesy sentences from the previous emails. \n - The length of the body should be between 50 and 120 words. \n - Go straight to the point without too much fluff, but keep it kind and polite.\n\n* closing - A courtesy closing statement. Tell the recipient that you are looking forward to their reply. Keep it very short, one short sentence only.\n\n* signature - Sender's signature. Only include a very basic farewell-line like \"Thanks, Klemen\", \"Best, Klemen\", \"Regards, Klemen\". Do NOT generate full Klemen Hrovat's signature.\n\n--\n\nALSO IMPORTANT:\n\n* Carefully examine the last communication event from the prospect (buyer) and the last communication event from the seller. These two events will give you the most relevant information on how to write your email.\n* Do not repeat information or courtesy sentences from the previous emails that the seller has already sent. For example, if the seller already expressed best new year's wishes in the previous email, do not repeat them in this email.\n* The email content needs to be in the same language as the rest of the communication in the context.\n\n\nThe following is the correspondence between the buyer and the seller. The last event in this list is the latest one. The latest event is probably the most important one for making a decision.\n\n\n\nYou have been provided the following context to perform your task:\n - The current time is 2024-04-08 11:17:54.166076."
},
{
"role": "user",
"content": "The text to parse:\nEVENT TYPE: meeting (Bidirectional)\nSUBJECT: Calendly: Intro to Meetings.bio\nSENDERS: None\nTIME: 2024-03-21 11:45:00+00:00\n\nBODY:\n\n<strong>Location: </strong>https://us06web.zoom.us/j/82362150258?pwd=UkpfrDIYlVw9sQtFPOKVnQJRI89HFw.1</br></br><strong>Contact's Time Zone: </strong>Eastern Time - US & Canada</br></br>\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio\nSENDERS: klemen@meetings.bio\nRECIPIENTS: swadesh76@gmail.com\nTIME: 2024-01-09 07:53:02+00:00\n\nBODY:\n\nHi Swadesh,\n\nI'd like to ensure you have everything you need to make an informed decision. If you'd like to discuss any aspects of the agreement or have questions, please schedule a time for us to talk at https://calendly.com/meetings_bio/30min.\n\nLooking forward to moving ahead together.\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio\nSENDERS: klemen@meetings.bio\nTIME: 2024-01-22 23:02:46.194000+00:00\n\nBODY:\n\nSwadesh,\n\nwould you like to see the cap incorporated into the agreement or is it ok to define it during the onboarding process?\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio\nSENDERS: klemen@meetings.bio\nTIME: 2023-12-06 20:26:31.414000+00:00\n\nBODY:\n\nHello Swadesh,\n\nThank you for reaching out and booking a call. Based on your email I am not sure what company you work at. Could you please kindly send me the link to your company's website so I can skim through and have a rough understanding of your business prior to the call?\n\nDo you have any specific topics you would like to discuss next week?\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio\nSENDERS: klemen@meetings.bio\nRECIPIENTS: swadesh76@gmail.com, swadesh76@yahoo.com\nTIME: 2024-01-11 21:29:00+00:00\n\nBODY:\n\nHi Swadesh,\n\nSure, we can put a cap on, let's say 4 meetings per month, to keep your budget under control. If you want, we can add this to the agreement and increase later if needed, or just agree on this during the onboarding and we'll make sure we don't go over it.\n\nWhat would you prefer?\n\n-- END OF MESSAGE --\n\n-=-\n\nTo avoid any doubt, this is the LAST EVENT:\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio\nSENDERS: klemen@meetings.bio\nRECIPIENTS: swadesh76@gmail.com, swadesh76@yahoo.com\nTIME: 2024-01-11 21:29:00+00:00\n\nBODY:\n\nHi Swadesh,\n\nSure, we can put a cap on, let's say 4 meetings per month, to keep your budget under control. If you want, we can add this to the agreement and increase later if needed, or just agree on this during the onboarding and we'll make sure we don't go over it.\n\nWhat would you prefer?\n\n-- END OF MESSAGE --\n\n-=-\n\nADDITIONAL CONTEXT:\n\nDEAL NAME: turboregs\nOFFERING: None\nDEAL OWNER: Klemen Hrovat\nDEAL OWNER EMAIL: klemen@meetings.bio\nDEAL OWNER COMPANY: Meetings.bio\nPROSPECT NAME: Swadesh Sharma\nPROSPECT COMPANY: None"
}
],
"functions": [
{
"name": "format_response",
"parameters": {
"type": "object",
"required": [
"subject_line",
"recipients",
"greeting",
"opening_line",
"body",
"closing",
"signature"
],
"properties": {
"body": {
"type": "string",
"title": "Body"
},
"closing": {
"type": "string",
"title": "Closing"
},
"greeting": {
"type": "string",
"title": "Greeting"
},
"signature": {
"type": "string",
"title": "Signature"
},
"recipients": {
"type": "array",
"items": {
"type": "string"
},
"title": "Recipients"
},
"opening_line": {
"type": "string",
"title": "Opening line"
},
"subject_line": {
"type": "string",
"title": "Subject line"
}
}
},
"description": "A representation of the next best possible email the seller needs to send to the buyer (prospect), given the communication between the seller and their buyer, and the information about the deal."
}
],
"max_tokens": 1500,
"temperature": 0.0,
"function_call": {
"name": "format_response"
},
"request_timeout": 600
}
Events
The text to parse:
EVENT TYPE: meeting (Bidirectional)
SUBJECT: Calendly: Intro to Meetings.bio
SENDERS: None
TIME: 2024-03-21 11:45:00+00:00
BODY:
<strong>Location: </strong>https://us06web.zoom.us/j/82362150258?pwd=UkpfrDIYlVw9sQtFPOKVnQJRI89HFw.1</br></br><strong>Contact's Time Zone: </strong>Eastern Time - US & Canada</br></br>
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio
SENDERS: klemen@meetings.bio
RECIPIENTS: swadesh76@gmail.com
TIME: 2024-01-09 07:53:02+00:00
BODY:
Hi Swadesh,
I'd like to ensure you have everything you need to make an informed decision. If you'd like to discuss any aspects of the agreement or have questions, please schedule a time for us to talk at https://calendly.com/meetings_bio/30min.
Looking forward to moving ahead together.
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio
SENDERS: klemen@meetings.bio
TIME: 2024-01-22 23:02:46.194000+00:00
BODY:
Swadesh,
would you like to see the cap incorporated into the agreement or is it ok to define it during the onboarding process?
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio
SENDERS: klemen@meetings.bio
TIME: 2023-12-06 20:26:31.414000+00:00
BODY:
Hello Swadesh,
Thank you for reaching out and booking a call. Based on your email I am not sure what company you work at. Could you please kindly send me the link to your company's website so I can skim through and have a rough understanding of your business prior to the call?
Do you have any specific topics you would like to discuss next week?
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio
SENDERS: klemen@meetings.bio
RECIPIENTS: swadesh76@gmail.com, swadesh76@yahoo.com
TIME: 2024-01-11 21:29:00+00:00
BODY:
Hi Swadesh,
Sure, we can put a cap on, let's say 4 meetings per month, to keep your budget under control. If you want, we can add this to the agreement and increase later if needed, or just agree on this during the onboarding and we'll make sure we don't go over it.
What would you prefer?
-- END OF MESSAGE --
-=-
To avoid any doubt, this is the LAST EVENT:
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio
SENDERS: klemen@meetings.bio
RECIPIENTS: swadesh76@gmail.com, swadesh76@yahoo.com
TIME: 2024-01-11 21:29:00+00:00
BODY:
Hi Swadesh,
Sure, we can put a cap on, let's say 4 meetings per month, to keep your budget under control. If you want, we can add this to the agreement and increase later if needed, or just agree on this during the onboarding and we'll make sure we don't go over it.
What would you prefer?
-- END OF MESSAGE --
-=-
ADDITIONAL CONTEXT:
DEAL NAME: turboregs
OFFERING: None
DEAL OWNER: Klemen Hrovat
DEAL OWNER EMAIL: klemen@meetings.bio
DEAL OWNER COMPANY: Meetings.bio
PROSPECT NAME: Swadesh Sharma
PROSPECT COMPANY: None
Response
{
"id": "chatcmpl-9BhIYLV9uuF8VKtcFM1u7saheh1Ko",
"model": "gpt-4-0125-preview",
"usage": {
"total_tokens": 2079,
"prompt_tokens": 1956,
"completion_tokens": 123
},
"object": "chat.completion",
"choices": [
{
"index": 0,
"message": {
"role": "assistant",
"content": null,
"function_call": {
"name": "format_response",
"arguments": "{\"subject_line\":\"Clarification Needed on Meeting Cap Agreement\",\"recipients\":[\"swadesh76@gmail.com\",\"swadesh76@yahoo.com\"],\"greeting\":\"Hi Swadesh,\",\"opening_line\":\"I hope you're doing well since our last conversation.\",\"body\":\"In our previous email, we discussed implementing a cap of 4 meetings per month to manage your budget. We're ready to proceed as per your preference, either by adding this to the agreement now or deciding during the onboarding process. Your input is crucial for us to move forward.\",\"closing\":\"Looking forward to your guidance.\",\"signature\":\"Best, Klemen\"}"
}
},
"logprobs": null,
"finish_reason": "stop"
}
],
"created": 1712575074,
"system_fingerprint": "fp_b77cb481ed"
}
END ACTION (at 2024-04-08 11:17:59)
BEGIN ACTION in CREATE_TASK_FOR_DEFAULT_REMINDER (at 2024-04-08 11:45:18)
Context
{
"events": [
{
"id": 23292,
"body": "Hi Swadesh,\n\nI wanted to touch base regarding the agreement I sent over for your review. If you have any questions or need further clarification on any points, please feel free to reach out. We're keen to move forward together.",
"type": "email",
"title": "Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"swadesh76@gmail.com"
],
"full_name": "Swadesh Sharma",
"last_name": "Sharma",
"first_name": "Swadesh",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2023-12-19T09:55:53Z",
"message_id": null,
"recipients": [
"swadesh76@gmail.com"
],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 1600,
"body": "<strong>Location: </strong>https://us02web.zoom.us/j/86287576485?pwd=NUhhNXJKd21kZjdHMXVEb2Q0UkZqdz09</br></br><strong>Contact's Time Zone: </strong>Eastern Time - US & Canada</br></br>",
"type": "meeting",
"title": "Calendly: Intro to Meetings.bio",
"sender": null,
"persons": [
{
"emails": [
"swadesh76@gmail.com"
],
"full_name": "Swadesh Sharma",
"last_name": "Sharma",
"first_name": "Swadesh",
"organizations": []
}
],
"direction": "EventDirection.BIDIRECTIONAL",
"timestamp": "2023-12-12T20:30:00Z",
"message_id": null,
"recipients": null,
"cc_recipients": null,
"bcc_recipients": null
},
{
"id": 23262,
"body": "Hi Swadesh,\n\nThank you for your time. Attached is an agreement for you to review. Please also add your company details and other missing contact details. Send it back to me and I will send it for eSignature.",
"type": "email",
"title": "Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"swadesh76@gmail.com"
],
"full_name": "Swadesh Sharma",
"last_name": "Sharma",
"first_name": "Swadesh",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2023-12-12T20:55:03.147Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 23504,
"body": "Swadesh,\n\nKindly following up to check if we should add the cap to the agreement or you are ok with agreeing on it during the onboarding process?\n\nOther than that, the agreement looks good?",
"type": "email",
"title": "Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"swadesh76@gmail.com"
],
"full_name": "Swadesh Sharma",
"last_name": "Sharma",
"first_name": "Swadesh",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-02-20T21:15:10.717Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 1641,
"body": "<strong>Location: </strong>https://us06web.zoom.us/j/82362150258?pwd=UkpfrDIYlVw9sQtFPOKVnQJRI89HFw.1</br></br><strong>Contact's Time Zone: </strong>Eastern Time - US & Canada</br></br>",
"type": "meeting",
"title": "Calendly: Intro to Meetings.bio",
"sender": null,
"persons": [
{
"emails": [
"swadesh76@gmail.com"
],
"full_name": "Swadesh Sharma",
"last_name": "Sharma",
"first_name": "Swadesh",
"organizations": []
}
],
"direction": "EventDirection.BIDIRECTIONAL",
"timestamp": "2024-03-21T11:45:00Z",
"message_id": null,
"recipients": null,
"cc_recipients": null,
"bcc_recipients": null
},
{
"id": 23362,
"body": "Hi Swadesh,\n\nI'd like to ensure you have everything you need to make an informed decision. If you'd like to discuss any aspects of the agreement or have questions, please schedule a time for us to talk at https://calendly.com/meetings_bio/30min.\n\nLooking forward to moving ahead together.",
"type": "email",
"title": "Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"swadesh76@gmail.com"
],
"full_name": "Swadesh Sharma",
"last_name": "Sharma",
"first_name": "Swadesh",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-01-09T07:53:02Z",
"message_id": null,
"recipients": [
"swadesh76@gmail.com"
],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 23419,
"body": "Swadesh,\n\nwould you like to see the cap incorporated into the agreement or is it ok to define it during the onboarding process?",
"type": "email",
"title": "Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"swadesh76@gmail.com"
],
"full_name": "Swadesh Sharma",
"last_name": "Sharma",
"first_name": "Swadesh",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-01-22T23:02:46.194Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 23234,
"body": "Hello Swadesh,\n\nThank you for reaching out and booking a call. Based on your email I am not sure what company you work at. Could you please kindly send me the link to your company's website so I can skim through and have a rough understanding of your business prior to the call?\n\nDo you have any specific topics you would like to discuss next week?",
"type": "email",
"title": "Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"swadesh76@gmail.com"
],
"full_name": "Swadesh Sharma",
"last_name": "Sharma",
"first_name": "Swadesh",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2023-12-06T20:26:31.414Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 23381,
"body": "Hi Swadesh,\n\nSure, we can put a cap on, let's say 4 meetings per month, to keep your budget under control. If you want, we can add this to the agreement and increase later if needed, or just agree on this during the onboarding and we'll make sure we don't go over it.\n\nWhat would you prefer?",
"type": "email",
"title": "Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"swadesh76@gmail.com"
],
"full_name": "Swadesh Sharma",
"last_name": "Sharma",
"first_name": "Swadesh",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-01-11T21:29:00Z",
"message_id": null,
"recipients": [
"swadesh76@gmail.com, swadesh76@yahoo.com"
],
"cc_recipients": [],
"bcc_recipients": []
}
],
"offering": null,
"deal_name": "turboregs",
"prospects": [
{
"emails": [
"swadesh76@gmail.com"
],
"full_name": "Swadesh Sharma",
"last_name": "Sharma",
"first_name": "Swadesh",
"organizations": []
}
],
"deal_owner_email": "klemen@meetings.bio",
"primary_prospect": {
"emails": [
"swadesh76@gmail.com"
],
"full_name": "Swadesh Sharma",
"last_name": "Sharma",
"first_name": "Swadesh",
"organizations": []
},
"deal_owner_full_name": "Klemen Hrovat",
"deal_owner_last_name": "Hrovat",
"deal_owner_first_name": "Klemen",
"deal_owner_customer_name": "Meetings.bio",
"deal_owner_customer_domain": "meetings.bio",
"primary_prospect_organization": null
}
Entity
{
"id": 32007,
"deal": {
"id": 534,
"name": "turboregs",
"owner": 2,
"stage": 4,
"public_id": "17f93665-4b29-45d4-88d1-73a481e735c7",
"external_id": "16478237562",
"last_modified_in_crm": null
},
"vars": {
"pipeline_stage": "CLOSING",
"pipeline_stage_binary": [
"PROPOSAL"
]
},
"state": "CREATE_TASK_FOR_DEFAULT_REMINDER",
"status": "IN_PROGRESS",
"next_task": 978,
"events_hash": "7d66488dc9b169e16ea22944a6af6d98a3b9a7b3",
"fingerprint": {
"events": "7d66488dc9b169e16ea22944a6af6d98a3b9a7b3",
"offering": "2ef87dc4b9c9e813e0e0433d7547e6b7541d95f5",
"prospect": "b3393e82a1986ce6d2de0bdbe4d8d2b9787ddeb0",
"deal_owner": "ec6bf4d5effdd54ce2a619ab6b933981f503e715"
},
"next_task_key": null
}
--- MODEL INVOCATION 'generate_reminder_email 0 GPT_4' at cost $0.0677 (at 2024-04-08 11:45:18)
Prompt
{
"model": "gpt-4-0125-preview",
"messages": [
{
"role": "system",
"content": "The user will provide text that you need to parse into a structured form.\nTo validate your response, you must call the `format_response` function.\nUse the provided text and context to extract, deduce, or infer\nany parameters needed by `format_response`, including any missing data.\n\nAlso note that: You are a professional sales email writer. Your task is to write a follow-up email. This email will be sent by the seller Klemen Hrovat from Meetings.bio. Be mindful of the fact that Klemen Hrovat has already reached out to the prospect but has not heard back. The email needs to have the following components:\n\n* subject_line - Email subject line. Short and to the point.\n\n* recipients - List of recipients of this email. Be careful to only include the recipients (or one single recipient) with which you were communicating in the last email exchanges. Do not add other recipients if not explicitly requested or required.\n\n* greeting - Salutation. Greets the recipients of this email. It is important to inspect the past conversation and address the recipients in a similar manner when it comes to the register. Consider only short greetings like \"Hi (recipient's first name),\" or \"Dear Dr. (recipient's surname),\" depending on the chosen register.\n\n* opening_line - The opening line of the email. It should be a continuation of the greeting and should be a short sentence that leads to the body of the email. The opening line should be between 10 and 20 words.\n\n\n* body - The body of the email. To write the body, follow these rules:\n - Needs to remind your prospect (buyer) to respond to your last enquiry.\n - Be mindful of the fact that Klemen Hrovat has already reached out to the prospect but has not heard back. \n - If you do need to mention the date of the last communication event, do not mention it explicitly, use relative time instead (last week, yesterday, two days ago...). \n - Do **NOT** start the body with \"I hope this email finds you well\", \"We haven't had a chance to connect\", \"I haven't heard from you\", \"touching base\", \"just checking in\", \"wanted to circle back\", and similar email openings as they provide no value to the recipient. Simply start with the point, do not include any uninformative opening sentence. \n - Do not start the first sentence with \"Following our last conversation\" or a something similar. Simply omit this part and go straight to the point.\n - Do not include any opening or closing statements in the body. Limit the body only to informative and to the point content. \n - Mimic the register from the past conversation. \n - Do not repeat information or courtesy sentences from the previous emails. \n - The length of the body should be between 50 and 120 words. \n - Go straight to the point without too much fluff, but keep it kind and polite.\n\n* closing - A courtesy closing statement. Tell the recipient that you are looking forward to their reply. Keep it very short, one short sentence only.\n\n* signature - Sender's signature. Only include a very basic farewell-line like \"Thanks, Klemen\", \"Best, Klemen\", \"Regards, Klemen\". Do NOT generate full Klemen Hrovat's signature.\n\n--\n\nALSO IMPORTANT:\n\n* Carefully examine the last communication event from the prospect (buyer) and the last communication event from the seller. These two events will give you the most relevant information on how to write your email.\n* Do not repeat information or courtesy sentences from the previous emails that the seller has already sent. For example, if the seller already expressed best new year's wishes in the previous email, do not repeat them in this email.\n* The email content needs to be in the same language as the rest of the communication in the context.\n\n\nThe following is the correspondence between the buyer and the seller. The last event in this list is the latest one. The latest event is probably the most important one for making a decision.\n\n\n\nYou have been provided the following context to perform your task:\n - The current time is 2024-04-08 11:45:18.767097."
},
{
"role": "user",
"content": "The text to parse:\nEVENT TYPE: meeting (Bidirectional)\nSUBJECT: Calendly: Intro to Meetings.bio\nSENDERS: None\nTIME: 2024-03-21 11:45:00+00:00\n\nBODY:\n\n<strong>Location: </strong>https://us06web.zoom.us/j/82362150258?pwd=UkpfrDIYlVw9sQtFPOKVnQJRI89HFw.1</br></br><strong>Contact's Time Zone: </strong>Eastern Time - US & Canada</br></br>\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio\nSENDERS: klemen@meetings.bio\nRECIPIENTS: swadesh76@gmail.com\nTIME: 2024-01-09 07:53:02+00:00\n\nBODY:\n\nHi Swadesh,\n\nI'd like to ensure you have everything you need to make an informed decision. If you'd like to discuss any aspects of the agreement or have questions, please schedule a time for us to talk at https://calendly.com/meetings_bio/30min.\n\nLooking forward to moving ahead together.\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio\nSENDERS: klemen@meetings.bio\nTIME: 2024-01-22 23:02:46.194000+00:00\n\nBODY:\n\nSwadesh,\n\nwould you like to see the cap incorporated into the agreement or is it ok to define it during the onboarding process?\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio\nSENDERS: klemen@meetings.bio\nTIME: 2023-12-06 20:26:31.414000+00:00\n\nBODY:\n\nHello Swadesh,\n\nThank you for reaching out and booking a call. Based on your email I am not sure what company you work at. Could you please kindly send me the link to your company's website so I can skim through and have a rough understanding of your business prior to the call?\n\nDo you have any specific topics you would like to discuss next week?\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio\nSENDERS: klemen@meetings.bio\nRECIPIENTS: swadesh76@gmail.com, swadesh76@yahoo.com\nTIME: 2024-01-11 21:29:00+00:00\n\nBODY:\n\nHi Swadesh,\n\nSure, we can put a cap on, let's say 4 meetings per month, to keep your budget under control. If you want, we can add this to the agreement and increase later if needed, or just agree on this during the onboarding and we'll make sure we don't go over it.\n\nWhat would you prefer?\n\n-- END OF MESSAGE --\n\n-=-\n\nTo avoid any doubt, this is the LAST EVENT:\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio\nSENDERS: klemen@meetings.bio\nRECIPIENTS: swadesh76@gmail.com, swadesh76@yahoo.com\nTIME: 2024-01-11 21:29:00+00:00\n\nBODY:\n\nHi Swadesh,\n\nSure, we can put a cap on, let's say 4 meetings per month, to keep your budget under control. If you want, we can add this to the agreement and increase later if needed, or just agree on this during the onboarding and we'll make sure we don't go over it.\n\nWhat would you prefer?\n\n-- END OF MESSAGE --\n\n-=-\n\nADDITIONAL CONTEXT:\n\nDEAL NAME: turboregs\nOFFERING: None\nDEAL OWNER: Klemen Hrovat\nDEAL OWNER EMAIL: klemen@meetings.bio\nDEAL OWNER COMPANY: Meetings.bio\nPROSPECT NAME: Swadesh Sharma\nPROSPECT COMPANY: None"
}
],
"functions": [
{
"name": "format_response",
"parameters": {
"type": "object",
"required": [
"subject_line",
"recipients",
"greeting",
"opening_line",
"body",
"closing",
"signature"
],
"properties": {
"body": {
"type": "string",
"title": "Body"
},
"closing": {
"type": "string",
"title": "Closing"
},
"greeting": {
"type": "string",
"title": "Greeting"
},
"signature": {
"type": "string",
"title": "Signature"
},
"recipients": {
"type": "array",
"items": {
"type": "string"
},
"title": "Recipients"
},
"opening_line": {
"type": "string",
"title": "Opening line"
},
"subject_line": {
"type": "string",
"title": "Subject line"
}
}
},
"description": "A representation of the next best possible email the seller needs to send to the buyer (prospect), given the communication between the seller and their buyer, and the information about the deal."
}
],
"max_tokens": 1500,
"temperature": 0.0,
"function_call": {
"name": "format_response"
},
"request_timeout": 600
}
Events
The text to parse:
EVENT TYPE: meeting (Bidirectional)
SUBJECT: Calendly: Intro to Meetings.bio
SENDERS: None
TIME: 2024-03-21 11:45:00+00:00
BODY:
<strong>Location: </strong>https://us06web.zoom.us/j/82362150258?pwd=UkpfrDIYlVw9sQtFPOKVnQJRI89HFw.1</br></br><strong>Contact's Time Zone: </strong>Eastern Time - US & Canada</br></br>
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio
SENDERS: klemen@meetings.bio
RECIPIENTS: swadesh76@gmail.com
TIME: 2024-01-09 07:53:02+00:00
BODY:
Hi Swadesh,
I'd like to ensure you have everything you need to make an informed decision. If you'd like to discuss any aspects of the agreement or have questions, please schedule a time for us to talk at https://calendly.com/meetings_bio/30min.
Looking forward to moving ahead together.
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio
SENDERS: klemen@meetings.bio
TIME: 2024-01-22 23:02:46.194000+00:00
BODY:
Swadesh,
would you like to see the cap incorporated into the agreement or is it ok to define it during the onboarding process?
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio
SENDERS: klemen@meetings.bio
TIME: 2023-12-06 20:26:31.414000+00:00
BODY:
Hello Swadesh,
Thank you for reaching out and booking a call. Based on your email I am not sure what company you work at. Could you please kindly send me the link to your company's website so I can skim through and have a rough understanding of your business prior to the call?
Do you have any specific topics you would like to discuss next week?
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio
SENDERS: klemen@meetings.bio
RECIPIENTS: swadesh76@gmail.com, swadesh76@yahoo.com
TIME: 2024-01-11 21:29:00+00:00
BODY:
Hi Swadesh,
Sure, we can put a cap on, let's say 4 meetings per month, to keep your budget under control. If you want, we can add this to the agreement and increase later if needed, or just agree on this during the onboarding and we'll make sure we don't go over it.
What would you prefer?
-- END OF MESSAGE --
-=-
To avoid any doubt, this is the LAST EVENT:
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio
SENDERS: klemen@meetings.bio
RECIPIENTS: swadesh76@gmail.com, swadesh76@yahoo.com
TIME: 2024-01-11 21:29:00+00:00
BODY:
Hi Swadesh,
Sure, we can put a cap on, let's say 4 meetings per month, to keep your budget under control. If you want, we can add this to the agreement and increase later if needed, or just agree on this during the onboarding and we'll make sure we don't go over it.
What would you prefer?
-- END OF MESSAGE --
-=-
ADDITIONAL CONTEXT:
DEAL NAME: turboregs
OFFERING: None
DEAL OWNER: Klemen Hrovat
DEAL OWNER EMAIL: klemen@meetings.bio
DEAL OWNER COMPANY: Meetings.bio
PROSPECT NAME: Swadesh Sharma
PROSPECT COMPANY: None
Response
{
"id": "chatcmpl-9Bhj531cW6atBrplk53SUGNOAxbgK",
"model": "gpt-4-0125-preview",
"usage": {
"total_tokens": 2107,
"prompt_tokens": 1956,
"completion_tokens": 151
},
"object": "chat.completion",
"choices": [
{
"index": 0,
"message": {
"role": "assistant",
"content": null,
"function_call": {
"name": "format_response",
"arguments": "{\n \"subject_line\": \"Your Preference on Meeting Caps for turboregs?\",\n \"recipients\": [\n \"swadesh76@gmail.com\"\n ],\n \"greeting\": \"Hi Swadesh,\",\n \"opening_line\": \"I hope you're doing well and finding everything in order.\",\n \"body\": \"In our last message, we discussed implementing a cap of 4 meetings per month to manage your budget effectively. We're ready to proceed as per your preference, either by incorporating this into the agreement now or defining it during the onboarding process. Your guidance on how to best move forward would be greatly appreciated.\",\n \"closing\": \"Looking forward to your reply.\",\n \"signature\": \"Best, Klemen\"\n}"
}
},
"logprobs": null,
"finish_reason": "stop"
}
],
"created": 1712576719,
"system_fingerprint": "fp_54b778f7c8"
}
END ACTION (at 2024-04-08 11:45:25)
BEGIN ACTION in CREATE_TASK_FOR_DEFAULT_REMINDER (at 2024-04-10 08:26:58)
Context
{
"events": [
{
"id": 23292,
"body": "Hi Swadesh,\n\nI wanted to touch base regarding the agreement I sent over for your review. If you have any questions or need further clarification on any points, please feel free to reach out. We're keen to move forward together.",
"type": "email",
"title": "Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"swadesh76@gmail.com"
],
"full_name": "Swadesh Sharma",
"last_name": "Sharma",
"first_name": "Swadesh",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2023-12-19T09:55:53Z",
"message_id": null,
"recipients": [
"swadesh76@gmail.com"
],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 1600,
"body": "<strong>Location: </strong>https://us02web.zoom.us/j/86287576485?pwd=NUhhNXJKd21kZjdHMXVEb2Q0UkZqdz09</br></br><strong>Contact's Time Zone: </strong>Eastern Time - US & Canada</br></br>",
"type": "meeting",
"title": "Calendly: Intro to Meetings.bio",
"sender": null,
"persons": [
{
"emails": [
"swadesh76@gmail.com"
],
"full_name": "Swadesh Sharma",
"last_name": "Sharma",
"first_name": "Swadesh",
"organizations": []
}
],
"direction": "EventDirection.BIDIRECTIONAL",
"timestamp": "2023-12-12T20:30:00Z",
"message_id": null,
"recipients": null,
"cc_recipients": null,
"bcc_recipients": null
},
{
"id": 23262,
"body": "Hi Swadesh,\n\nThank you for your time. Attached is an agreement for you to review. Please also add your company details and other missing contact details. Send it back to me and I will send it for eSignature.",
"type": "email",
"title": "Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"swadesh76@gmail.com"
],
"full_name": "Swadesh Sharma",
"last_name": "Sharma",
"first_name": "Swadesh",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2023-12-12T20:55:03.147Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 23504,
"body": "Swadesh,\n\nKindly following up to check if we should add the cap to the agreement or you are ok with agreeing on it during the onboarding process?\n\nOther than that, the agreement looks good?",
"type": "email",
"title": "Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"swadesh76@gmail.com"
],
"full_name": "Swadesh Sharma",
"last_name": "Sharma",
"first_name": "Swadesh",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-02-20T21:15:10.717Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 1641,
"body": "<strong>Location: </strong>https://us06web.zoom.us/j/82362150258?pwd=UkpfrDIYlVw9sQtFPOKVnQJRI89HFw.1</br></br><strong>Contact's Time Zone: </strong>Eastern Time - US & Canada</br></br>",
"type": "meeting",
"title": "Calendly: Intro to Meetings.bio",
"sender": null,
"persons": [
{
"emails": [
"swadesh76@gmail.com"
],
"full_name": "Swadesh Sharma",
"last_name": "Sharma",
"first_name": "Swadesh",
"organizations": []
}
],
"direction": "EventDirection.BIDIRECTIONAL",
"timestamp": "2024-03-21T11:45:00Z",
"message_id": null,
"recipients": null,
"cc_recipients": null,
"bcc_recipients": null
},
{
"id": 23362,
"body": "Hi Swadesh,\n\nI'd like to ensure you have everything you need to make an informed decision. If you'd like to discuss any aspects of the agreement or have questions, please schedule a time for us to talk at https://calendly.com/meetings_bio/30min.\n\nLooking forward to moving ahead together.",
"type": "email",
"title": "Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"swadesh76@gmail.com"
],
"full_name": "Swadesh Sharma",
"last_name": "Sharma",
"first_name": "Swadesh",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-01-09T07:53:02Z",
"message_id": null,
"recipients": [
"swadesh76@gmail.com"
],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 23419,
"body": "Swadesh,\n\nwould you like to see the cap incorporated into the agreement or is it ok to define it during the onboarding process?",
"type": "email",
"title": "Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"swadesh76@gmail.com"
],
"full_name": "Swadesh Sharma",
"last_name": "Sharma",
"first_name": "Swadesh",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-01-22T23:02:46.194Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 23234,
"body": "Hello Swadesh,\n\nThank you for reaching out and booking a call. Based on your email I am not sure what company you work at. Could you please kindly send me the link to your company's website so I can skim through and have a rough understanding of your business prior to the call?\n\nDo you have any specific topics you would like to discuss next week?",
"type": "email",
"title": "Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"swadesh76@gmail.com"
],
"full_name": "Swadesh Sharma",
"last_name": "Sharma",
"first_name": "Swadesh",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2023-12-06T20:26:31.414Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 23381,
"body": "Hi Swadesh,\n\nSure, we can put a cap on, let's say 4 meetings per month, to keep your budget under control. If you want, we can add this to the agreement and increase later if needed, or just agree on this during the onboarding and we'll make sure we don't go over it.\n\nWhat would you prefer?",
"type": "email",
"title": "Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"swadesh76@gmail.com"
],
"full_name": "Swadesh Sharma",
"last_name": "Sharma",
"first_name": "Swadesh",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-01-11T21:29:00Z",
"message_id": null,
"recipients": [
"swadesh76@gmail.com, swadesh76@yahoo.com"
],
"cc_recipients": [],
"bcc_recipients": []
}
],
"offering": null,
"deal_name": "turboregs",
"prospects": [
{
"emails": [
"swadesh76@gmail.com"
],
"full_name": "Swadesh Sharma",
"last_name": "Sharma",
"first_name": "Swadesh",
"organizations": []
}
],
"deal_owner_email": "klemen@meetings.bio",
"primary_prospect": {
"emails": [
"swadesh76@gmail.com"
],
"full_name": "Swadesh Sharma",
"last_name": "Sharma",
"first_name": "Swadesh",
"organizations": []
},
"deal_owner_full_name": "Klemen Hrovat",
"deal_owner_last_name": "Hrovat",
"deal_owner_first_name": "Klemen",
"deal_owner_customer_name": "Meetings.bio",
"deal_owner_customer_domain": "meetings.bio",
"primary_prospect_organization": null
}
Entity
{
"id": 32007,
"deal": {
"id": 534,
"name": "turboregs",
"owner": 2,
"stage": 4,
"public_id": "17f93665-4b29-45d4-88d1-73a481e735c7",
"external_id": "16478237562",
"last_modified_in_crm": null
},
"vars": {
"pipeline_stage": "CLOSING",
"pipeline_stage_binary": [
"PROPOSAL"
]
},
"state": "CREATE_TASK_FOR_DEFAULT_REMINDER",
"status": "IN_PROGRESS",
"next_task": 1003,
"events_hash": "7d66488dc9b169e16ea22944a6af6d98a3b9a7b3",
"fingerprint": {
"events": "7d66488dc9b169e16ea22944a6af6d98a3b9a7b3",
"offering": "2ef87dc4b9c9e813e0e0433d7547e6b7541d95f5",
"prospect": "b3393e82a1986ce6d2de0bdbe4d8d2b9787ddeb0",
"deal_owner": "ec6bf4d5effdd54ce2a619ab6b933981f503e715"
},
"next_task_key": null
}
--- MODEL INVOCATION 'generate_reminder_email 0 GPT_4' at cost $0.0000 (at 2024-04-10 08:26:58)
Prompt
{
"model": "gpt-4-0125-preview",
"messages": [
{
"role": "system",
"content": "The user will provide text that you need to parse into a structured form.\nTo validate your response, you must call the `format_response` function.\nUse the provided text and context to extract, deduce, or infer\nany parameters needed by `format_response`, including any missing data.\n\nAlso note that: You are a professional sales email writer. Your task is to write a follow-up email. This email will be sent by the seller Klemen Hrovat from Meetings.bio. Be mindful of the fact that Klemen Hrovat has already reached out to the prospect but has not heard back. The email needs to have the following components:\n\n* subject_line - Email subject line. Short and to the point.\n\n* recipients - List of recipients of this email. Be careful to only include the recipients (or one single recipient) with which you were communicating in the last email exchanges. Do not add other recipients if not explicitly requested or required.\n\n* greeting - Salutation. Greets the recipients of this email. It is important to inspect the past conversation and address the recipients in a similar manner when it comes to the register. Consider only short greetings like \"Hi (recipient's first name),\" or \"Dear Dr. (recipient's surname),\" depending on the chosen register.\n\n* opening_line - The opening line of the email. It should be a continuation of the greeting and should be a short sentence that leads to the body of the email. The opening line should be between 10 and 20 words.\n\n\n* body - The body of the email. To write the body, follow these rules:\n - Needs to remind your prospect (buyer) to respond to your last enquiry.\n - Be mindful of the fact that Klemen Hrovat has already reached out to the prospect but has not heard back. \n - If you do need to mention the date of the last communication event, do not mention it explicitly, use relative time instead (last week, yesterday, two days ago...). \n - Do **NOT** start the body with \"I hope this email finds you well\", \"We haven't had a chance to connect\", \"I haven't heard from you\", \"touching base\", \"just checking in\", \"wanted to circle back\", and similar email openings as they provide no value to the recipient. Simply start with the point, do not include any uninformative opening sentence. \n - Do not start the first sentence with \"Following our last conversation\" or a something similar. Simply omit this part and go straight to the point.\n - Do not include any opening or closing statements in the body. Limit the body only to informative and to the point content. \n - Mimic the register from the past conversation. \n - Do not repeat information or courtesy sentences from the previous emails. \n - The length of the body should be between 50 and 120 words. \n - Go straight to the point without too much fluff, but keep it kind and polite.\n\n* closing - A courtesy closing statement. Tell the recipient that you are looking forward to their reply. Keep it very short, one short sentence only.\n\n* signature - Sender's signature. Only include a very basic farewell-line like \"Thanks, Klemen\", \"Best, Klemen\", \"Regards, Klemen\". Do NOT generate full Klemen Hrovat's signature.\n\n--\n\nALSO IMPORTANT:\n\n* Carefully examine the last communication event from the prospect (buyer) and the last communication event from the seller. These two events will give you the most relevant information on how to write your email.\n* Do not repeat information or courtesy sentences from the previous emails that the seller has already sent. For example, if the seller already expressed best new year's wishes in the previous email, do not repeat them in this email.\n* The email content needs to be in the same language as the rest of the communication in the context.\n\n\nThe following is the correspondence between the buyer and the seller. The last event in this list is the latest one. The latest event is probably the most important one for making a decision.\n\n\n\nYou have been provided the following context to perform your task:\n - The current time is 2024-04-10 08:26:58.251120."
},
{
"role": "user",
"content": "The text to parse:\nEVENT TYPE: meeting (Bidirectional)\nSUBJECT: Calendly: Intro to Meetings.bio\nSENDERS: None\nTIME: 2024-03-21 11:45:00+00:00\n\nBODY:\n\n<strong>Location: </strong>https://us06web.zoom.us/j/82362150258?pwd=UkpfrDIYlVw9sQtFPOKVnQJRI89HFw.1</br></br><strong>Contact's Time Zone: </strong>Eastern Time - US & Canada</br></br>\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio\nSENDERS: klemen@meetings.bio\nRECIPIENTS: swadesh76@gmail.com\nTIME: 2024-01-09 07:53:02+00:00\n\nBODY:\n\nHi Swadesh,\n\nI'd like to ensure you have everything you need to make an informed decision. If you'd like to discuss any aspects of the agreement or have questions, please schedule a time for us to talk at https://calendly.com/meetings_bio/30min.\n\nLooking forward to moving ahead together.\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio\nSENDERS: klemen@meetings.bio\nTIME: 2024-01-22 23:02:46.194000+00:00\n\nBODY:\n\nSwadesh,\n\nwould you like to see the cap incorporated into the agreement or is it ok to define it during the onboarding process?\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio\nSENDERS: klemen@meetings.bio\nTIME: 2023-12-06 20:26:31.414000+00:00\n\nBODY:\n\nHello Swadesh,\n\nThank you for reaching out and booking a call. Based on your email I am not sure what company you work at. Could you please kindly send me the link to your company's website so I can skim through and have a rough understanding of your business prior to the call?\n\nDo you have any specific topics you would like to discuss next week?\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio\nSENDERS: klemen@meetings.bio\nRECIPIENTS: swadesh76@gmail.com, swadesh76@yahoo.com\nTIME: 2024-01-11 21:29:00+00:00\n\nBODY:\n\nHi Swadesh,\n\nSure, we can put a cap on, let's say 4 meetings per month, to keep your budget under control. If you want, we can add this to the agreement and increase later if needed, or just agree on this during the onboarding and we'll make sure we don't go over it.\n\nWhat would you prefer?\n\n-- END OF MESSAGE --\n\n-=-\n\nTo avoid any doubt, this is the LAST EVENT:\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio\nSENDERS: klemen@meetings.bio\nRECIPIENTS: swadesh76@gmail.com, swadesh76@yahoo.com\nTIME: 2024-01-11 21:29:00+00:00\n\nBODY:\n\nHi Swadesh,\n\nSure, we can put a cap on, let's say 4 meetings per month, to keep your budget under control. If you want, we can add this to the agreement and increase later if needed, or just agree on this during the onboarding and we'll make sure we don't go over it.\n\nWhat would you prefer?\n\n-- END OF MESSAGE --\n\n-=-\n\nADDITIONAL CONTEXT:\n\nDEAL NAME: turboregs\nOFFERING: None\nDEAL OWNER: Klemen Hrovat\nDEAL OWNER EMAIL: klemen@meetings.bio\nDEAL OWNER COMPANY: Meetings.bio\nPROSPECT NAME: Swadesh Sharma\nPROSPECT COMPANY: None"
}
],
"functions": [
{
"name": "format_response",
"parameters": {
"type": "object",
"required": [
"subject_line",
"recipients",
"greeting",
"opening_line",
"body",
"closing",
"signature"
],
"properties": {
"body": {
"type": "string",
"title": "Body"
},
"closing": {
"type": "string",
"title": "Closing"
},
"greeting": {
"type": "string",
"title": "Greeting"
},
"signature": {
"type": "string",
"title": "Signature"
},
"recipients": {
"type": "array",
"items": {
"type": "string"
},
"title": "Recipients"
},
"opening_line": {
"type": "string",
"title": "Opening line"
},
"subject_line": {
"type": "string",
"title": "Subject line"
}
}
},
"description": "A representation of the next best possible email the seller needs to send to the buyer (prospect), given the communication between the seller and their buyer, and the information about the deal."
}
],
"max_tokens": 1500,
"temperature": 0.0,
"function_call": {
"name": "format_response"
},
"request_timeout": 600
}
Events
The text to parse:
EVENT TYPE: meeting (Bidirectional)
SUBJECT: Calendly: Intro to Meetings.bio
SENDERS: None
TIME: 2024-03-21 11:45:00+00:00
BODY:
<strong>Location: </strong>https://us06web.zoom.us/j/82362150258?pwd=UkpfrDIYlVw9sQtFPOKVnQJRI89HFw.1</br></br><strong>Contact's Time Zone: </strong>Eastern Time - US & Canada</br></br>
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio
SENDERS: klemen@meetings.bio
RECIPIENTS: swadesh76@gmail.com
TIME: 2024-01-09 07:53:02+00:00
BODY:
Hi Swadesh,
I'd like to ensure you have everything you need to make an informed decision. If you'd like to discuss any aspects of the agreement or have questions, please schedule a time for us to talk at https://calendly.com/meetings_bio/30min.
Looking forward to moving ahead together.
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio
SENDERS: klemen@meetings.bio
TIME: 2024-01-22 23:02:46.194000+00:00
BODY:
Swadesh,
would you like to see the cap incorporated into the agreement or is it ok to define it during the onboarding process?
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio
SENDERS: klemen@meetings.bio
TIME: 2023-12-06 20:26:31.414000+00:00
BODY:
Hello Swadesh,
Thank you for reaching out and booking a call. Based on your email I am not sure what company you work at. Could you please kindly send me the link to your company's website so I can skim through and have a rough understanding of your business prior to the call?
Do you have any specific topics you would like to discuss next week?
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio
SENDERS: klemen@meetings.bio
RECIPIENTS: swadesh76@gmail.com, swadesh76@yahoo.com
TIME: 2024-01-11 21:29:00+00:00
BODY:
Hi Swadesh,
Sure, we can put a cap on, let's say 4 meetings per month, to keep your budget under control. If you want, we can add this to the agreement and increase later if needed, or just agree on this during the onboarding and we'll make sure we don't go over it.
What would you prefer?
-- END OF MESSAGE --
-=-
To avoid any doubt, this is the LAST EVENT:
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio
SENDERS: klemen@meetings.bio
RECIPIENTS: swadesh76@gmail.com, swadesh76@yahoo.com
TIME: 2024-01-11 21:29:00+00:00
BODY:
Hi Swadesh,
Sure, we can put a cap on, let's say 4 meetings per month, to keep your budget under control. If you want, we can add this to the agreement and increase later if needed, or just agree on this during the onboarding and we'll make sure we don't go over it.
What would you prefer?
-- END OF MESSAGE --
-=-
ADDITIONAL CONTEXT:
DEAL NAME: turboregs
OFFERING: None
DEAL OWNER: Klemen Hrovat
DEAL OWNER EMAIL: klemen@meetings.bio
DEAL OWNER COMPANY: Meetings.bio
PROSPECT NAME: Swadesh Sharma
PROSPECT COMPANY: None
Response
{
"id": "msg_01JJ45nx6iK691t5h9EjytBL",
"model": "claude-3-sonnet-20240229",
"usage": {
"total_tokens": 2705,
"prompt_tokens": 2394,
"completion_tokens": 311
},
"object": "chat.completion",
"choices": [
{
"index": 0,
"message": {
"role": "assistant",
"content": null,
"function_call": {
"name": "format_response",
"arguments": "{\"subject_line\": \"Following up on meeting availability cap\", \"recipients\": [\"swadesh76@gmail.com\", \"swadesh76@yahoo.com\"], \"greeting\": \"Hi Swadesh,\", \"opening_line\": \"I wanted to revisit the topic of capping the number of meetings per month.\", \"body\": \"In my previous email, I proposed setting a cap of 4 meetings per month to help manage your budget for our services. Please let me know if you would prefer to have this limit formalized in our agreement, or if you are comfortable handling it informally during the onboarding process. My goal is to ensure we stay within your desired spending while still meeting your needs for scheduling meetings.\", \"closing\": \"I look forward to your response so we can proceed accordingly.\", \"signature\": \"Best, Klemen\"}"
}
},
"logprobs": null,
"finish_reason": "stop"
}
],
"created": 1712737626
}
END ACTION (at 2024-04-10 08:27:06)
BEGIN ACTION in CREATE_TASK_FOR_DEFAULT_REMINDER (at 2024-04-10 08:35:55)
Context
{
"events": [
{
"id": 23292,
"body": "Hi Swadesh,\n\nI wanted to touch base regarding the agreement I sent over for your review. If you have any questions or need further clarification on any points, please feel free to reach out. We're keen to move forward together.",
"type": "email",
"title": "Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"swadesh76@gmail.com"
],
"full_name": "Swadesh Sharma",
"last_name": "Sharma",
"first_name": "Swadesh",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2023-12-19T09:55:53Z",
"message_id": null,
"recipients": [
"swadesh76@gmail.com"
],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 1600,
"body": "<strong>Location: </strong>https://us02web.zoom.us/j/86287576485?pwd=NUhhNXJKd21kZjdHMXVEb2Q0UkZqdz09</br></br><strong>Contact's Time Zone: </strong>Eastern Time - US & Canada</br></br>",
"type": "meeting",
"title": "Calendly: Intro to Meetings.bio",
"sender": null,
"persons": [
{
"emails": [
"swadesh76@gmail.com"
],
"full_name": "Swadesh Sharma",
"last_name": "Sharma",
"first_name": "Swadesh",
"organizations": []
}
],
"direction": "EventDirection.BIDIRECTIONAL",
"timestamp": "2023-12-12T20:30:00Z",
"message_id": null,
"recipients": null,
"cc_recipients": null,
"bcc_recipients": null
},
{
"id": 23262,
"body": "Hi Swadesh,\n\nThank you for your time. Attached is an agreement for you to review. Please also add your company details and other missing contact details. Send it back to me and I will send it for eSignature.",
"type": "email",
"title": "Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"swadesh76@gmail.com"
],
"full_name": "Swadesh Sharma",
"last_name": "Sharma",
"first_name": "Swadesh",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2023-12-12T20:55:03.147Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 23504,
"body": "Swadesh,\n\nKindly following up to check if we should add the cap to the agreement or you are ok with agreeing on it during the onboarding process?\n\nOther than that, the agreement looks good?",
"type": "email",
"title": "Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"swadesh76@gmail.com"
],
"full_name": "Swadesh Sharma",
"last_name": "Sharma",
"first_name": "Swadesh",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-02-20T21:15:10.717Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 1641,
"body": "<strong>Location: </strong>https://us06web.zoom.us/j/82362150258?pwd=UkpfrDIYlVw9sQtFPOKVnQJRI89HFw.1</br></br><strong>Contact's Time Zone: </strong>Eastern Time - US & Canada</br></br>",
"type": "meeting",
"title": "Calendly: Intro to Meetings.bio",
"sender": null,
"persons": [
{
"emails": [
"swadesh76@gmail.com"
],
"full_name": "Swadesh Sharma",
"last_name": "Sharma",
"first_name": "Swadesh",
"organizations": []
}
],
"direction": "EventDirection.BIDIRECTIONAL",
"timestamp": "2024-03-21T11:45:00Z",
"message_id": null,
"recipients": null,
"cc_recipients": null,
"bcc_recipients": null
},
{
"id": 23362,
"body": "Hi Swadesh,\n\nI'd like to ensure you have everything you need to make an informed decision. If you'd like to discuss any aspects of the agreement or have questions, please schedule a time for us to talk at https://calendly.com/meetings_bio/30min.\n\nLooking forward to moving ahead together.",
"type": "email",
"title": "Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"swadesh76@gmail.com"
],
"full_name": "Swadesh Sharma",
"last_name": "Sharma",
"first_name": "Swadesh",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-01-09T07:53:02Z",
"message_id": null,
"recipients": [
"swadesh76@gmail.com"
],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 23419,
"body": "Swadesh,\n\nwould you like to see the cap incorporated into the agreement or is it ok to define it during the onboarding process?",
"type": "email",
"title": "Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"swadesh76@gmail.com"
],
"full_name": "Swadesh Sharma",
"last_name": "Sharma",
"first_name": "Swadesh",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-01-22T23:02:46.194Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 23234,
"body": "Hello Swadesh,\n\nThank you for reaching out and booking a call. Based on your email I am not sure what company you work at. Could you please kindly send me the link to your company's website so I can skim through and have a rough understanding of your business prior to the call?\n\nDo you have any specific topics you would like to discuss next week?",
"type": "email",
"title": "Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"swadesh76@gmail.com"
],
"full_name": "Swadesh Sharma",
"last_name": "Sharma",
"first_name": "Swadesh",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2023-12-06T20:26:31.414Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 23381,
"body": "Hi Swadesh,\n\nSure, we can put a cap on, let's say 4 meetings per month, to keep your budget under control. If you want, we can add this to the agreement and increase later if needed, or just agree on this during the onboarding and we'll make sure we don't go over it.\n\nWhat would you prefer?",
"type": "email",
"title": "Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"swadesh76@gmail.com"
],
"full_name": "Swadesh Sharma",
"last_name": "Sharma",
"first_name": "Swadesh",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-01-11T21:29:00Z",
"message_id": null,
"recipients": [
"swadesh76@gmail.com, swadesh76@yahoo.com"
],
"cc_recipients": [],
"bcc_recipients": []
}
],
"offering": null,
"deal_name": "turboregs",
"prospects": [
{
"emails": [
"swadesh76@gmail.com"
],
"full_name": "Swadesh Sharma",
"last_name": "Sharma",
"first_name": "Swadesh",
"organizations": []
}
],
"deal_owner_email": "klemen@meetings.bio",
"primary_prospect": {
"emails": [
"swadesh76@gmail.com"
],
"full_name": "Swadesh Sharma",
"last_name": "Sharma",
"first_name": "Swadesh",
"organizations": []
},
"deal_owner_full_name": "Klemen Hrovat",
"deal_owner_last_name": "Hrovat",
"deal_owner_first_name": "Klemen",
"deal_owner_customer_name": "Meetings.bio",
"deal_owner_customer_domain": "meetings.bio",
"primary_prospect_organization": null
}
Entity
{
"id": 32007,
"deal": {
"id": 534,
"name": "turboregs",
"owner": 2,
"stage": 4,
"public_id": "17f93665-4b29-45d4-88d1-73a481e735c7",
"external_id": "16478237562",
"last_modified_in_crm": null
},
"vars": {
"pipeline_stage": "CLOSING",
"pipeline_stage_binary": [
"PROPOSAL"
]
},
"state": "CREATE_TASK_FOR_DEFAULT_REMINDER",
"status": "IN_PROGRESS",
"next_task": 1031,
"events_hash": "7d66488dc9b169e16ea22944a6af6d98a3b9a7b3",
"fingerprint": {
"events": "7d66488dc9b169e16ea22944a6af6d98a3b9a7b3",
"offering": "2ef87dc4b9c9e813e0e0433d7547e6b7541d95f5",
"prospect": "b3393e82a1986ce6d2de0bdbe4d8d2b9787ddeb0",
"deal_owner": "ec6bf4d5effdd54ce2a619ab6b933981f503e715"
},
"next_task_key": null
}
--- MODEL INVOCATION 'generate_reminder_email 0 GPT_4' at cost $0.0000 (at 2024-04-10 08:35:55)
Prompt
{
"model": "gpt-4-0125-preview",
"messages": [
{
"role": "system",
"content": "The user will provide text that you need to parse into a structured form.\nTo validate your response, you must call the `format_response` function.\nUse the provided text and context to extract, deduce, or infer\nany parameters needed by `format_response`, including any missing data.\n\nAlso note that: You are a professional sales email writer. Your task is to write a follow-up email. This email will be sent by the seller Klemen Hrovat from Meetings.bio. Be mindful of the fact that Klemen Hrovat has already reached out to the prospect but has not heard back. The email needs to have the following components:\n\n* subject_line - Email subject line. Short and to the point.\n\n* recipients - List of recipients of this email. Be careful to only include the recipients (or one single recipient) with which you were communicating in the last email exchanges. Do not add other recipients if not explicitly requested or required.\n\n* greeting - Salutation. Greets the recipients of this email. It is important to inspect the past conversation and address the recipients in a similar manner when it comes to the register. Consider only short greetings like \"Hi (recipient's first name),\" or \"Dear Dr. (recipient's surname),\" depending on the chosen register.\n\n* opening_line - The opening line of the email. It should be a continuation of the greeting and should be a short sentence that leads to the body of the email. The opening line should be between 10 and 20 words.\n\n\n* body - The body of the email. To write the body, follow these rules:\n - Needs to remind your prospect (buyer) to respond to your last enquiry.\n - Be mindful of the fact that Klemen Hrovat has already reached out to the prospect but has not heard back. \n - If you do need to mention the date of the last communication event, do not mention it explicitly, use relative time instead (last week, yesterday, two days ago...). \n - Do **NOT** start the body with \"I hope this email finds you well\", \"We haven't had a chance to connect\", \"I haven't heard from you\", \"touching base\", \"just checking in\", \"wanted to circle back\", and similar email openings as they provide no value to the recipient. Simply start with the point, do not include any uninformative opening sentence. \n - Do not start the first sentence with \"Following our last conversation\" or a something similar. Simply omit this part and go straight to the point.\n - Do not include any opening or closing statements in the body. Limit the body only to informative and to the point content. \n - Mimic the register from the past conversation. \n - Do not repeat information or courtesy sentences from the previous emails. \n - The length of the body should be between 50 and 120 words. \n - Go straight to the point without too much fluff, but keep it kind and polite.\n\n* closing - A courtesy closing statement. Tell the recipient that you are looking forward to their reply. Keep it very short, one short sentence only.\n\n* signature - Sender's signature. Only include a very basic farewell-line like \"Thanks, Klemen\", \"Best, Klemen\", \"Regards, Klemen\". Do NOT generate full Klemen Hrovat's signature.\n\n--\n\nALSO IMPORTANT:\n\n* Carefully examine the last communication event from the prospect (buyer) and the last communication event from the seller. These two events will give you the most relevant information on how to write your email.\n* Do not repeat information or courtesy sentences from the previous emails that the seller has already sent. For example, if the seller already expressed best new year's wishes in the previous email, do not repeat them in this email.\n* The email content needs to be in the same language as the rest of the communication in the context.\n\n\nThe following is the correspondence between the buyer and the seller. The last event in this list is the latest one. The latest event is probably the most important one for making a decision.\n\n\n\nYou have been provided the following context to perform your task:\n - The current time is 2024-04-10 08:35:55.665144."
},
{
"role": "user",
"content": "The text to parse:\nEVENT TYPE: meeting (Bidirectional)\nSUBJECT: Calendly: Intro to Meetings.bio\nSENDERS: None\nTIME: 2024-03-21 11:45:00+00:00\n\nBODY:\n\n<strong>Location: </strong>https://us06web.zoom.us/j/82362150258?pwd=UkpfrDIYlVw9sQtFPOKVnQJRI89HFw.1</br></br><strong>Contact's Time Zone: </strong>Eastern Time - US & Canada</br></br>\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio\nSENDERS: klemen@meetings.bio\nRECIPIENTS: swadesh76@gmail.com\nTIME: 2024-01-09 07:53:02+00:00\n\nBODY:\n\nHi Swadesh,\n\nI'd like to ensure you have everything you need to make an informed decision. If you'd like to discuss any aspects of the agreement or have questions, please schedule a time for us to talk at https://calendly.com/meetings_bio/30min.\n\nLooking forward to moving ahead together.\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio\nSENDERS: klemen@meetings.bio\nTIME: 2024-01-22 23:02:46.194000+00:00\n\nBODY:\n\nSwadesh,\n\nwould you like to see the cap incorporated into the agreement or is it ok to define it during the onboarding process?\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio\nSENDERS: klemen@meetings.bio\nTIME: 2023-12-06 20:26:31.414000+00:00\n\nBODY:\n\nHello Swadesh,\n\nThank you for reaching out and booking a call. Based on your email I am not sure what company you work at. Could you please kindly send me the link to your company's website so I can skim through and have a rough understanding of your business prior to the call?\n\nDo you have any specific topics you would like to discuss next week?\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio\nSENDERS: klemen@meetings.bio\nRECIPIENTS: swadesh76@gmail.com, swadesh76@yahoo.com\nTIME: 2024-01-11 21:29:00+00:00\n\nBODY:\n\nHi Swadesh,\n\nSure, we can put a cap on, let's say 4 meetings per month, to keep your budget under control. If you want, we can add this to the agreement and increase later if needed, or just agree on this during the onboarding and we'll make sure we don't go over it.\n\nWhat would you prefer?\n\n-- END OF MESSAGE --\n\n-=-\n\nTo avoid any doubt, this is the LAST EVENT:\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio\nSENDERS: klemen@meetings.bio\nRECIPIENTS: swadesh76@gmail.com, swadesh76@yahoo.com\nTIME: 2024-01-11 21:29:00+00:00\n\nBODY:\n\nHi Swadesh,\n\nSure, we can put a cap on, let's say 4 meetings per month, to keep your budget under control. If you want, we can add this to the agreement and increase later if needed, or just agree on this during the onboarding and we'll make sure we don't go over it.\n\nWhat would you prefer?\n\n-- END OF MESSAGE --\n\n-=-\n\nADDITIONAL CONTEXT:\n\nDEAL NAME: turboregs\nOFFERING: None\nDEAL OWNER: Klemen Hrovat\nDEAL OWNER EMAIL: klemen@meetings.bio\nDEAL OWNER COMPANY: Meetings.bio\nPROSPECT NAME: Swadesh Sharma\nPROSPECT COMPANY: None"
}
],
"functions": [
{
"name": "format_response",
"parameters": {
"type": "object",
"required": [
"subject_line",
"recipients",
"greeting",
"opening_line",
"body",
"closing",
"signature"
],
"properties": {
"body": {
"type": "string",
"title": "Body"
},
"closing": {
"type": "string",
"title": "Closing"
},
"greeting": {
"type": "string",
"title": "Greeting"
},
"signature": {
"type": "string",
"title": "Signature"
},
"recipients": {
"type": "array",
"items": {
"type": "string"
},
"title": "Recipients"
},
"opening_line": {
"type": "string",
"title": "Opening line"
},
"subject_line": {
"type": "string",
"title": "Subject line"
}
}
},
"description": "A representation of the next best possible email the seller needs to send to the buyer (prospect), given the communication between the seller and their buyer, and the information about the deal."
}
],
"max_tokens": 1500,
"temperature": 0.0,
"function_call": {
"name": "format_response"
},
"request_timeout": 600
}
Events
The text to parse:
EVENT TYPE: meeting (Bidirectional)
SUBJECT: Calendly: Intro to Meetings.bio
SENDERS: None
TIME: 2024-03-21 11:45:00+00:00
BODY:
<strong>Location: </strong>https://us06web.zoom.us/j/82362150258?pwd=UkpfrDIYlVw9sQtFPOKVnQJRI89HFw.1</br></br><strong>Contact's Time Zone: </strong>Eastern Time - US & Canada</br></br>
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio
SENDERS: klemen@meetings.bio
RECIPIENTS: swadesh76@gmail.com
TIME: 2024-01-09 07:53:02+00:00
BODY:
Hi Swadesh,
I'd like to ensure you have everything you need to make an informed decision. If you'd like to discuss any aspects of the agreement or have questions, please schedule a time for us to talk at https://calendly.com/meetings_bio/30min.
Looking forward to moving ahead together.
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio
SENDERS: klemen@meetings.bio
TIME: 2024-01-22 23:02:46.194000+00:00
BODY:
Swadesh,
would you like to see the cap incorporated into the agreement or is it ok to define it during the onboarding process?
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio
SENDERS: klemen@meetings.bio
TIME: 2023-12-06 20:26:31.414000+00:00
BODY:
Hello Swadesh,
Thank you for reaching out and booking a call. Based on your email I am not sure what company you work at. Could you please kindly send me the link to your company's website so I can skim through and have a rough understanding of your business prior to the call?
Do you have any specific topics you would like to discuss next week?
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio
SENDERS: klemen@meetings.bio
RECIPIENTS: swadesh76@gmail.com, swadesh76@yahoo.com
TIME: 2024-01-11 21:29:00+00:00
BODY:
Hi Swadesh,
Sure, we can put a cap on, let's say 4 meetings per month, to keep your budget under control. If you want, we can add this to the agreement and increase later if needed, or just agree on this during the onboarding and we'll make sure we don't go over it.
What would you prefer?
-- END OF MESSAGE --
-=-
To avoid any doubt, this is the LAST EVENT:
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: New Event: Swadesh Sharma - 21:30 Tue, 12 Dec 2023 - Intro to Meetings.bio
SENDERS: klemen@meetings.bio
RECIPIENTS: swadesh76@gmail.com, swadesh76@yahoo.com
TIME: 2024-01-11 21:29:00+00:00
BODY:
Hi Swadesh,
Sure, we can put a cap on, let's say 4 meetings per month, to keep your budget under control. If you want, we can add this to the agreement and increase later if needed, or just agree on this during the onboarding and we'll make sure we don't go over it.
What would you prefer?
-- END OF MESSAGE --
-=-
ADDITIONAL CONTEXT:
DEAL NAME: turboregs
OFFERING: None
DEAL OWNER: Klemen Hrovat
DEAL OWNER EMAIL: klemen@meetings.bio
DEAL OWNER COMPANY: Meetings.bio
PROSPECT NAME: Swadesh Sharma
PROSPECT COMPANY: None
Response
{
"id": "msg_01A46oSYGWZ33urnz7jHMb21",
"model": "claude-3-sonnet-20240229",
"usage": {
"total_tokens": 2699,
"prompt_tokens": 2394,
"completion_tokens": 305
},
"object": "chat.completion",
"choices": [
{
"index": 0,
"message": {
"role": "assistant",
"content": null,
"function_call": {
"name": "format_response",
"arguments": "{\"subject_line\": \"Following up on meeting booking limits\", \"recipients\": [\"swadesh76@gmail.com\", \"swadesh76@yahoo.com\"], \"greeting\": \"Hi Swadesh,\", \"opening_line\": \"I wanted to revisit our discussion about setting a limit on monthly meetings.\", \"body\": \"It would help me understand your preference better - whether you'd like to have a cap of 4 meetings per month explicitly outlined in our agreement, or if you're comfortable establishing this limit during the onboarding process. Having the limit defined upfront in the agreement provides clarity, but we can also remain flexible and adjust as needed after onboarding. Please let me know which option you prefer so we can proceed accordingly.\", \"closing\": \"I look forward to your response.\", \"signature\": \"Best, Klemen\"}"
}
},
"logprobs": null,
"finish_reason": "stop"
}
],
"created": 1712738165
}
END ACTION (at 2024-04-10 08:36:05)