BEGIN TRANSITION from PIPELINE_STAGE with CONVERSATION_ONGOING into REPLY_OR_WAIT (at 2024-04-05 07:44:09)
Context
{
"events": [
{
"id": 23739,
"body": "",
"type": "email",
"title": "New Event: Diane Brecha - 20:00 Fri, 12 Apr 2024 - Intro to Meetings.bio",
"sender": "notifications@calendly.com",
"persons": [
{
"emails": [
"dbrecha@inotivco.com"
],
"full_name": "Diane Brecha",
"last_name": "Brecha",
"first_name": "Diane",
"organizations": []
}
],
"direction": "EventDirection.INBOUND",
"timestamp": "2024-04-04T21:24:39Z",
"message_id": "<JnhvKCsETwqBAMoIiEqPZw@geopod-ismtpd-33>",
"recipients": [
"urska.rauter@meetings.bio"
],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 1655,
"body": "",
"type": "meeting",
"title": "Intro to Meetings.bio",
"sender": null,
"persons": [
{
"emails": [
"dbrecha@inotivco.com"
],
"full_name": "Diane Brecha",
"last_name": "Brecha",
"first_name": "Diane",
"organizations": []
},
{
"emails": [
"dmcnally@inotivco.com"
],
"full_name": "",
"last_name": "",
"first_name": "",
"organizations": []
}
],
"direction": "EventDirection.BIDIRECTIONAL",
"timestamp": "2024-04-12T20:00:00Z",
"message_id": null,
"recipients": null,
"cc_recipients": null,
"bcc_recipients": null
}
],
"offering": null,
"deal_name": "Inotiv",
"prospects": [
{
"emails": [
"dbrecha@inotivco.com"
],
"full_name": "Diane Brecha",
"last_name": "Brecha",
"first_name": "Diane",
"organizations": [
{
"name": "Inotiv",
"domains": [
"inotivco.com"
],
"industry": "PHARMACEUTICALS",
"description": "Inotiv is a discovery and development CRO that provides nonclinical and analytical drug discovery and development services, research models, and related products and services. They offer a comprehensive range of nonclinical and analytical services from..."
}
]
}
],
"deal_owner_email": "urska.rauter@meetings.bio",
"primary_prospect": {
"emails": [
"dbrecha@inotivco.com"
],
"full_name": "Diane Brecha",
"last_name": "Brecha",
"first_name": "Diane",
"organizations": [
{
"name": "Inotiv",
"domains": [
"inotivco.com"
],
"industry": "PHARMACEUTICALS",
"description": "Inotiv is a discovery and development CRO that provides nonclinical and analytical drug discovery and development services, research models, and related products and services. They offer a comprehensive range of nonclinical and analytical services from..."
}
]
},
"deal_owner_full_name": "Urska Rauter",
"deal_owner_last_name": "Rauter",
"deal_owner_first_name": "Urska",
"deal_owner_customer_name": "Meetings.bio",
"deal_owner_customer_domain": "meetings.bio",
"primary_prospect_organization": {
"name": "Inotiv",
"domains": [
"inotivco.com"
],
"industry": "PHARMACEUTICALS",
"description": "Inotiv is a discovery and development CRO that provides nonclinical and analytical drug discovery and development services, research models, and related products and services. They offer a comprehensive range of nonclinical and analytical services from..."
}
}
Entity
{
"id": 1721,
"deal": {
"id": 579,
"name": "Inotiv",
"owner": 5,
"stage": 1,
"public_id": "4aef1c08-b701-4b78-a4c0-0ee625576cb6",
"external_id": "18441750395",
"last_modified_in_crm": "2024-04-05T07:43:27.451000Z"
},
"vars": null,
"state": null,
"status": "NO_EVENTS",
"next_task": null,
"events_hash": null,
"fingerprint": null,
"next_task_key": null
}
--- MODEL INVOCATION 'pipeline_stage 0 GPT_4' at cost $0.0441 (at 2024-04-05 07:44:09)
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 Urska Rauter 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 2024-04-05 07:44:09.191879."
},
{
"role": "user",
"content": "The text to parse:\nEVENT TYPE: email (Inbound)\nSUBJECT: New Event: Diane Brecha - 20:00 Fri, 12 Apr 2024 - Intro to Meetings.bio\nSENDERS: notifications@calendly.com\nRECIPIENTS: urska.rauter@meetings.bio\nTIME: 2024-04-04 21:24:39+00:00\n\nBODY:\n\n\n\n-- END OF MESSAGE --\n\nEVENT TYPE: meeting (Bidirectional)\nSUBJECT: Intro to Meetings.bio\nSENDERS: None\nTIME: 2024-04-12 20:00:00+00:00\n\nBODY:\n\n\n\n-- END OF MESSAGE --\n\n-=-\n\nADDITIONAL CONTEXT:\n\nDEAL NAME: Inotiv\nOFFERING: None\nDEAL OWNER: Urska Rauter\nDEAL OWNER EMAIL: urska.rauter@meetings.bio\nDEAL OWNER COMPANY: Meetings.bio\nPROSPECT NAME: Diane Brecha\nPROSPECT COMPANY: Inotiv"
}
],
"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: email (Inbound)
SUBJECT: New Event: Diane Brecha - 20:00 Fri, 12 Apr 2024 - Intro to Meetings.bio
SENDERS: notifications@calendly.com
RECIPIENTS: urska.rauter@meetings.bio
TIME: 2024-04-04 21:24:39+00:00
BODY:
-- END OF MESSAGE --
EVENT TYPE: meeting (Bidirectional)
SUBJECT: Intro to Meetings.bio
SENDERS: None
TIME: 2024-04-12 20:00:00+00:00
BODY:
-- END OF MESSAGE --
-=-
ADDITIONAL CONTEXT:
DEAL NAME: Inotiv
OFFERING: None
DEAL OWNER: Urska Rauter
DEAL OWNER EMAIL: urska.rauter@meetings.bio
DEAL OWNER COMPANY: Meetings.bio
PROSPECT NAME: Diane Brecha
PROSPECT COMPANY: Inotiv
Response
{
"id": "chatcmpl-9AYX3aGwxUJqN6Q33pUkmSluYJN1j",
"model": "gpt-4-0125-preview",
"usage": {
"total_tokens": 1348,
"prompt_tokens": 1225,
"completion_tokens": 123
},
"object": "chat.completion",
"choices": [
{
"index": 0,
"message": {
"role": "assistant",
"content": null,
"function_call": {
"name": "format_response",
"arguments": "{\"category\":\"EXPLORATORY\",\"explanation\":\"The deal should be categorized as EXPLORATORY because an introductory meeting has been scheduled between the seller, Urska Rauter, and the buyer, Diane Brecha, for April 12, 2024. This indicates that the initial contact has been made and both parties are moving forward to explore the potential of the deal. There is no indication that a proposal has been sent, that the buyer does not want to proceed, or that an agreement has been delivered or signed, which aligns with the criteria for the EXPLORATORY stage.\"}"
}
},
"logprobs": null,
"finish_reason": "stop"
}
],
"created": 1712303049,
"system_fingerprint": "fp_b77cb481ed"
}
END TRANSITION from PIPELINE_STAGE with CONVERSATION_ONGOING into REPLY_OR_WAIT (at 2024-04-05 07:44:13)
BEGIN TRANSITION from REPLY_OR_WAIT with WAIT_FOR_MESSAGE into DEFAULT_OR_POSTPONED_REMINDER (at 2024-04-05 07:45:09)
Context
{
"events": [
{
"id": 23739,
"body": "",
"type": "email",
"title": "New Event: Diane Brecha - 20:00 Fri, 12 Apr 2024 - Intro to Meetings.bio",
"sender": "notifications@calendly.com",
"persons": [
{
"emails": [
"dbrecha@inotivco.com"
],
"full_name": "Diane Brecha",
"last_name": "Brecha",
"first_name": "Diane",
"organizations": []
}
],
"direction": "EventDirection.INBOUND",
"timestamp": "2024-04-04T21:24:39Z",
"message_id": "<JnhvKCsETwqBAMoIiEqPZw@geopod-ismtpd-33>",
"recipients": [
"urska.rauter@meetings.bio"
],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 1655,
"body": "",
"type": "meeting",
"title": "Intro to Meetings.bio",
"sender": null,
"persons": [
{
"emails": [
"dbrecha@inotivco.com"
],
"full_name": "Diane Brecha",
"last_name": "Brecha",
"first_name": "Diane",
"organizations": []
},
{
"emails": [
"dmcnally@inotivco.com"
],
"full_name": "Dan McNally",
"last_name": "McNally",
"first_name": "Dan",
"organizations": []
}
],
"direction": "EventDirection.BIDIRECTIONAL",
"timestamp": "2024-04-12T20:00:00Z",
"message_id": null,
"recipients": null,
"cc_recipients": null,
"bcc_recipients": null
}
],
"offering": null,
"deal_name": "Inotiv",
"prospects": [
{
"emails": [
"dbrecha@inotivco.com"
],
"full_name": "Diane Brecha",
"last_name": "Brecha",
"first_name": "Diane",
"organizations": [
{
"name": "Inotiv",
"domains": [
"inotivco.com"
],
"industry": "PHARMACEUTICALS",
"description": "Inotiv is a discovery and development CRO that provides nonclinical and analytical drug discovery and development services, research models, and related products and services. They offer a comprehensive range of nonclinical and analytical services from..."
}
]
}
],
"deal_owner_email": "urska.rauter@meetings.bio",
"primary_prospect": {
"emails": [
"dbrecha@inotivco.com"
],
"full_name": "Diane Brecha",
"last_name": "Brecha",
"first_name": "Diane",
"organizations": [
{
"name": "Inotiv",
"domains": [
"inotivco.com"
],
"industry": "PHARMACEUTICALS",
"description": "Inotiv is a discovery and development CRO that provides nonclinical and analytical drug discovery and development services, research models, and related products and services. They offer a comprehensive range of nonclinical and analytical services from..."
}
]
},
"deal_owner_full_name": "Urska Rauter",
"deal_owner_last_name": "Rauter",
"deal_owner_first_name": "Urska",
"deal_owner_customer_name": "Meetings.bio",
"deal_owner_customer_domain": "meetings.bio",
"primary_prospect_organization": {
"name": "Inotiv",
"domains": [
"inotivco.com"
],
"industry": "PHARMACEUTICALS",
"description": "Inotiv is a discovery and development CRO that provides nonclinical and analytical drug discovery and development services, research models, and related products and services. They offer a comprehensive range of nonclinical and analytical services from..."
}
}
Entity
{
"id": 1721,
"deal": {
"id": 579,
"name": "Inotiv",
"owner": 5,
"stage": 1,
"public_id": "4aef1c08-b701-4b78-a4c0-0ee625576cb6",
"external_id": "18441750395",
"last_modified_in_crm": "2024-04-05T07:43:27.451000Z"
},
"vars": {
"pipeline_stage": "EXPLORATORY"
},
"state": "REPLY_OR_WAIT",
"status": "IN_PROGRESS",
"next_task": null,
"events_hash": "3125d2c94f9251302319271053da0f32a618b3d1",
"fingerprint": {
"events": "3125d2c94f9251302319271053da0f32a618b3d1",
"offering": "2ef87dc4b9c9e813e0e0433d7547e6b7541d95f5",
"prospect": "ae8cb095e7472e9b0c3b69b6cf7c6d38c6ce120c",
"deal_owner": "1d7ab3435aa4187d5226c222d1b9d5a6552e5d3d"
},
"next_task_key": null
}
--- MODEL INVOCATION 'reply_or_wait 0 GPT_4' at cost $0.0245 (at 2024-04-05 07:45:09)
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 Urska Rauter and a buyer. You task is to determine whether the seller should respond immediately or not.\n\nNormally, if the buyer wrote the last email in the correspondence, the seller should respond 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\nNote that if the seller is waiting for the buyer to respond then the correct category is \"WAIT_FOR_MESSAGE\".\n\nBased on these instructions, classify the correspondence into one of the two categories:\n\n* IMMEDIATE_REPLY - The seller should reply immediately and the buyer is awaiting a response.\n* WAIT_FOR_MESSAGE - The seller is in the process of waiting for the buyer's message and will need to respond after they have received it.\n\nThe following is the email exchange history, the last email in this list is the latest one:\n\n\nYou have been provided the following context to perform your task:\n - The current time is 2024-04-05 07:45:09.142511."
},
{
"role": "user",
"content": "The text to parse:\nEVENT TYPE: email (Inbound)\nSUBJECT: New Event: Diane Brecha - 20:00 Fri, 12 Apr 2024 - Intro to Meetings.bio\nSENDERS: notifications@calendly.com\nRECIPIENTS: urska.rauter@meetings.bio\nTIME: 2024-04-04 21:24:39+00:00\n\nBODY:\n\n\n\n-- END OF MESSAGE --\n\nEVENT TYPE: meeting (Bidirectional)\nSUBJECT: Intro to Meetings.bio\nSENDERS: None\nTIME: 2024-04-12 20:00:00+00:00\n\nBODY:\n\n\n\n-- END OF MESSAGE --\n\n-=-\n\nADDITIONAL CONTEXT:\n\nDEAL NAME: Inotiv\nOFFERING: None\nDEAL OWNER: Urska Rauter\nDEAL OWNER EMAIL: urska.rauter@meetings.bio\nDEAL OWNER COMPANY: Meetings.bio\nPROSPECT NAME: Diane Brecha\nPROSPECT COMPANY: Inotiv"
}
],
"functions": [
{
"name": "format_response",
"parameters": {
"type": "object",
"required": [
"category",
"explanation"
],
"properties": {
"category": {
"enum": [
"IMMEDIATE_REPLY",
"WAIT_FOR_MESSAGE"
],
"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: email (Inbound)
SUBJECT: New Event: Diane Brecha - 20:00 Fri, 12 Apr 2024 - Intro to Meetings.bio
SENDERS: notifications@calendly.com
RECIPIENTS: urska.rauter@meetings.bio
TIME: 2024-04-04 21:24:39+00:00
BODY:
-- END OF MESSAGE --
EVENT TYPE: meeting (Bidirectional)
SUBJECT: Intro to Meetings.bio
SENDERS: None
TIME: 2024-04-12 20:00:00+00:00
BODY:
-- END OF MESSAGE --
-=-
ADDITIONAL CONTEXT:
DEAL NAME: Inotiv
OFFERING: None
DEAL OWNER: Urska Rauter
DEAL OWNER EMAIL: urska.rauter@meetings.bio
DEAL OWNER COMPANY: Meetings.bio
PROSPECT NAME: Diane Brecha
PROSPECT COMPANY: Inotiv
Response
{
"id": "chatcmpl-9AYY1Di94VxNDC6MilrYJymcJNrPn",
"model": "gpt-4-0125-preview",
"usage": {
"total_tokens": 701,
"prompt_tokens": 585,
"completion_tokens": 116
},
"object": "chat.completion",
"choices": [
{
"index": 0,
"message": {
"role": "assistant",
"content": null,
"function_call": {
"name": "format_response",
"arguments": "{\"category\":\"WAIT_FOR_MESSAGE\",\"explanation\":\"The last message in the correspondence is an inbound email notification about a new event scheduled with Diane Brecha on April 12, 2024. This email does not require an immediate response from Urska Rauter, as it is merely a notification of a scheduled meeting. Additionally, there is a meeting entry that confirms the scheduled meeting, but it does not contain any direct communication from the buyer that would necessitate a response. Therefore, Urska Rauter should wait for a direct message from the buyer before responding.\"}"
}
},
"logprobs": null,
"finish_reason": "stop"
}
],
"created": 1712303109,
"system_fingerprint": "fp_a7daf7c51e"
}
END TRANSITION from REPLY_OR_WAIT with WAIT_FOR_MESSAGE into DEFAULT_OR_POSTPONED_REMINDER (at 2024-04-05 07:45:15)
BEGIN TRANSITION from DEFAULT_OR_POSTPONED_REMINDER with REQUESTED_TO_POSTPONE into CREATE_TASK_FOR_POSTPONED_REMINDER (at 2024-04-05 07:46:10)
Context
{
"events": [
{
"id": 23739,
"body": "",
"type": "email",
"title": "New Event: Diane Brecha - 20:00 Fri, 12 Apr 2024 - Intro to Meetings.bio",
"sender": "notifications@calendly.com",
"persons": [
{
"emails": [
"dbrecha@inotivco.com"
],
"full_name": "Diane Brecha",
"last_name": "Brecha",
"first_name": "Diane",
"organizations": []
}
],
"direction": "EventDirection.INBOUND",
"timestamp": "2024-04-04T21:24:39Z",
"message_id": "<JnhvKCsETwqBAMoIiEqPZw@geopod-ismtpd-33>",
"recipients": [
"urska.rauter@meetings.bio"
],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 1655,
"body": "",
"type": "meeting",
"title": "Intro to Meetings.bio",
"sender": null,
"persons": [
{
"emails": [
"dbrecha@inotivco.com"
],
"full_name": "Diane Brecha",
"last_name": "Brecha",
"first_name": "Diane",
"organizations": []
},
{
"emails": [
"dmcnally@inotivco.com"
],
"full_name": "Dan McNally",
"last_name": "McNally",
"first_name": "Dan",
"organizations": []
}
],
"direction": "EventDirection.BIDIRECTIONAL",
"timestamp": "2024-04-12T20:00:00Z",
"message_id": null,
"recipients": null,
"cc_recipients": null,
"bcc_recipients": null
}
],
"offering": null,
"deal_name": "Inotiv",
"prospects": [
{
"emails": [
"dbrecha@inotivco.com"
],
"full_name": "Diane Brecha",
"last_name": "Brecha",
"first_name": "Diane",
"organizations": [
{
"name": "Inotiv",
"domains": [
"inotivco.com"
],
"industry": "PHARMACEUTICALS",
"description": "Inotiv is a discovery and development CRO that provides nonclinical and analytical drug discovery and development services, research models, and related products and services. They offer a comprehensive range of nonclinical and analytical services from..."
}
]
}
],
"deal_owner_email": "urska.rauter@meetings.bio",
"primary_prospect": {
"emails": [
"dbrecha@inotivco.com"
],
"full_name": "Diane Brecha",
"last_name": "Brecha",
"first_name": "Diane",
"organizations": [
{
"name": "Inotiv",
"domains": [
"inotivco.com"
],
"industry": "PHARMACEUTICALS",
"description": "Inotiv is a discovery and development CRO that provides nonclinical and analytical drug discovery and development services, research models, and related products and services. They offer a comprehensive range of nonclinical and analytical services from..."
}
]
},
"deal_owner_full_name": "Urska Rauter",
"deal_owner_last_name": "Rauter",
"deal_owner_first_name": "Urska",
"deal_owner_customer_name": "Meetings.bio",
"deal_owner_customer_domain": "meetings.bio",
"primary_prospect_organization": {
"name": "Inotiv",
"domains": [
"inotivco.com"
],
"industry": "PHARMACEUTICALS",
"description": "Inotiv is a discovery and development CRO that provides nonclinical and analytical drug discovery and development services, research models, and related products and services. They offer a comprehensive range of nonclinical and analytical services from..."
}
}
Entity
{
"id": 1721,
"deal": {
"id": 579,
"name": "Inotiv",
"owner": 5,
"stage": 1,
"public_id": "4aef1c08-b701-4b78-a4c0-0ee625576cb6",
"external_id": "18441750395",
"last_modified_in_crm": "2024-04-05T07:43:27.451000Z"
},
"vars": {
"pipeline_stage": "EXPLORATORY"
},
"state": "DEFAULT_OR_POSTPONED_REMINDER",
"status": "IN_PROGRESS",
"next_task": null,
"events_hash": "3125d2c94f9251302319271053da0f32a618b3d1",
"fingerprint": {
"events": "3125d2c94f9251302319271053da0f32a618b3d1",
"offering": "2ef87dc4b9c9e813e0e0433d7547e6b7541d95f5",
"prospect": "ae8cb095e7472e9b0c3b69b6cf7c6d38c6ce120c",
"deal_owner": "1d7ab3435aa4187d5226c222d1b9d5a6552e5d3d"
},
"next_task_key": null
}
--- MODEL INVOCATION 'default_or_postponed_reminder 0 GPT_4' at cost $0.0223 (at 2024-04-05 07:46:10)
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 Urska Rauter 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 email exchange history, the last email in this list is the latest one:\n\n\nYou have been provided the following context to perform your task:\n - The current time is 2024-04-05 07:46:10.362104."
},
{
"role": "user",
"content": "The text to parse:\nEVENT TYPE: email (Inbound)\nSUBJECT: New Event: Diane Brecha - 20:00 Fri, 12 Apr 2024 - Intro to Meetings.bio\nSENDERS: notifications@calendly.com\nRECIPIENTS: urska.rauter@meetings.bio\nTIME: 2024-04-04 21:24:39+00:00\n\nBODY:\n\n\n\n-- END OF MESSAGE --\n\nEVENT TYPE: meeting (Bidirectional)\nSUBJECT: Intro to Meetings.bio\nSENDERS: None\nTIME: 2024-04-12 20:00:00+00:00\n\nBODY:\n\n\n\n-- END OF MESSAGE --\n\n-=-\n\nADDITIONAL CONTEXT:\n\nDEAL NAME: Inotiv\nOFFERING: None\nDEAL OWNER: Urska Rauter\nDEAL OWNER EMAIL: urska.rauter@meetings.bio\nDEAL OWNER COMPANY: Meetings.bio\nPROSPECT NAME: Diane Brecha\nPROSPECT COMPANY: Inotiv"
}
],
"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: email (Inbound)
SUBJECT: New Event: Diane Brecha - 20:00 Fri, 12 Apr 2024 - Intro to Meetings.bio
SENDERS: notifications@calendly.com
RECIPIENTS: urska.rauter@meetings.bio
TIME: 2024-04-04 21:24:39+00:00
BODY:
-- END OF MESSAGE --
EVENT TYPE: meeting (Bidirectional)
SUBJECT: Intro to Meetings.bio
SENDERS: None
TIME: 2024-04-12 20:00:00+00:00
BODY:
-- END OF MESSAGE --
-=-
ADDITIONAL CONTEXT:
DEAL NAME: Inotiv
OFFERING: None
DEAL OWNER: Urska Rauter
DEAL OWNER EMAIL: urska.rauter@meetings.bio
DEAL OWNER COMPANY: Meetings.bio
PROSPECT NAME: Diane Brecha
PROSPECT COMPANY: Inotiv
Response
{
"id": "chatcmpl-9AYZ01j8tbk3eRUAqCetJYWSp2opT",
"model": "gpt-4-0125-preview",
"usage": {
"total_tokens": 638,
"prompt_tokens": 534,
"completion_tokens": 104
},
"object": "chat.completion",
"choices": [
{
"index": 0,
"message": {
"role": "assistant",
"content": null,
"function_call": {
"name": "format_response",
"arguments": "{\"category\":\"REQUESTED_TO_POSTPONE\",\"explanation\":\"The buyer, Diane Brecha, has scheduled a meeting with Urska Rauter for an 'Intro to Meetings.bio' on 2024-04-12 at 20:00. This indicates that the buyer has requested to postpone any further discussions until the date of the scheduled meeting. Therefore, Urska Rauter should get back to them at the specific time in the future, which is the date and time of the scheduled meeting.\"}"
}
},
"logprobs": null,
"finish_reason": "stop"
}
],
"created": 1712303170,
"system_fingerprint": "fp_b77cb481ed"
}
END TRANSITION from DEFAULT_OR_POSTPONED_REMINDER with REQUESTED_TO_POSTPONE into CREATE_TASK_FOR_POSTPONED_REMINDER (at 2024-04-05 07:46:15)
BEGIN ACTION in CREATE_TASK_FOR_POSTPONED_REMINDER (at 2024-04-05 07:46:15)
Context
{
"events": [
{
"id": 23739,
"body": "",
"type": "email",
"title": "New Event: Diane Brecha - 20:00 Fri, 12 Apr 2024 - Intro to Meetings.bio",
"sender": "notifications@calendly.com",
"persons": [
{
"emails": [
"dbrecha@inotivco.com"
],
"full_name": "Diane Brecha",
"last_name": "Brecha",
"first_name": "Diane",
"organizations": []
}
],
"direction": "EventDirection.INBOUND",
"timestamp": "2024-04-04T21:24:39Z",
"message_id": "<JnhvKCsETwqBAMoIiEqPZw@geopod-ismtpd-33>",
"recipients": [
"urska.rauter@meetings.bio"
],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 1655,
"body": "",
"type": "meeting",
"title": "Intro to Meetings.bio",
"sender": null,
"persons": [
{
"emails": [
"dbrecha@inotivco.com"
],
"full_name": "Diane Brecha",
"last_name": "Brecha",
"first_name": "Diane",
"organizations": []
},
{
"emails": [
"dmcnally@inotivco.com"
],
"full_name": "Dan McNally",
"last_name": "McNally",
"first_name": "Dan",
"organizations": []
}
],
"direction": "EventDirection.BIDIRECTIONAL",
"timestamp": "2024-04-12T20:00:00Z",
"message_id": null,
"recipients": null,
"cc_recipients": null,
"bcc_recipients": null
}
],
"offering": null,
"deal_name": "Inotiv",
"prospects": [
{
"emails": [
"dbrecha@inotivco.com"
],
"full_name": "Diane Brecha",
"last_name": "Brecha",
"first_name": "Diane",
"organizations": [
{
"name": "Inotiv",
"domains": [
"inotivco.com"
],
"industry": "PHARMACEUTICALS",
"description": "Inotiv is a discovery and development CRO that provides nonclinical and analytical drug discovery and development services, research models, and related products and services. They offer a comprehensive range of nonclinical and analytical services from..."
}
]
}
],
"deal_owner_email": "urska.rauter@meetings.bio",
"primary_prospect": {
"emails": [
"dbrecha@inotivco.com"
],
"full_name": "Diane Brecha",
"last_name": "Brecha",
"first_name": "Diane",
"organizations": [
{
"name": "Inotiv",
"domains": [
"inotivco.com"
],
"industry": "PHARMACEUTICALS",
"description": "Inotiv is a discovery and development CRO that provides nonclinical and analytical drug discovery and development services, research models, and related products and services. They offer a comprehensive range of nonclinical and analytical services from..."
}
]
},
"deal_owner_full_name": "Urska Rauter",
"deal_owner_last_name": "Rauter",
"deal_owner_first_name": "Urska",
"deal_owner_customer_name": "Meetings.bio",
"deal_owner_customer_domain": "meetings.bio",
"primary_prospect_organization": {
"name": "Inotiv",
"domains": [
"inotivco.com"
],
"industry": "PHARMACEUTICALS",
"description": "Inotiv is a discovery and development CRO that provides nonclinical and analytical drug discovery and development services, research models, and related products and services. They offer a comprehensive range of nonclinical and analytical services from..."
}
}
Entity
{
"id": 1721,
"deal": {
"id": 579,
"name": "Inotiv",
"owner": 5,
"stage": 1,
"public_id": "4aef1c08-b701-4b78-a4c0-0ee625576cb6",
"external_id": "18441750395",
"last_modified_in_crm": "2024-04-05T07:43:27.451000Z"
},
"vars": {
"pipeline_stage": "EXPLORATORY"
},
"state": "DEFAULT_OR_POSTPONED_REMINDER",
"status": "IN_PROGRESS",
"next_task": null,
"events_hash": "3125d2c94f9251302319271053da0f32a618b3d1",
"fingerprint": {
"events": "3125d2c94f9251302319271053da0f32a618b3d1",
"offering": "2ef87dc4b9c9e813e0e0433d7547e6b7541d95f5",
"prospect": "ae8cb095e7472e9b0c3b69b6cf7c6d38c6ce120c",
"deal_owner": "1d7ab3435aa4187d5226c222d1b9d5a6552e5d3d"
},
"next_task_key": null
}
--- MODEL INVOCATION 'schedule_response 0 GPT_4' at cost $0.0198 (at 2024-04-05 07:46:15)
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 Urska Rauter and a buyer. Your task is to determine at what time the seller should send a message to the buyer. Specifically, you need to figure out the following things:\n\n* time_point - Absolute time point when the discussion should continue. If it is hard to determine, make a best guess.\n* explanation - Description of the time point as agreed between the seller and the buyer.\n\nNote that the current time is 2024-04-05 07:46:15.397692+00:00.\n\nThe following is the email exchange history, the last email in this list is the latest one:\n\n\nYou have been provided the following context to perform your task:\n - The current time is 2024-04-05 07:46:15.397816."
},
{
"role": "user",
"content": "The text to parse:\nEVENT TYPE: email (Inbound)\nSUBJECT: New Event: Diane Brecha - 20:00 Fri, 12 Apr 2024 - Intro to Meetings.bio\nSENDERS: notifications@calendly.com\nRECIPIENTS: urska.rauter@meetings.bio\nTIME: 2024-04-04 21:24:39+00:00\n\nBODY:\n\n\n\n-- END OF MESSAGE --\n\nEVENT TYPE: meeting (Bidirectional)\nSUBJECT: Intro to Meetings.bio\nSENDERS: None\nTIME: 2024-04-12 20:00:00+00:00\n\nBODY:\n\n\n\n-- END OF MESSAGE --\n\n-=-\n\nADDITIONAL CONTEXT:\n\nDEAL NAME: Inotiv\nOFFERING: None\nDEAL OWNER: Urska Rauter\nDEAL OWNER EMAIL: urska.rauter@meetings.bio\nDEAL OWNER COMPANY: Meetings.bio\nPROSPECT NAME: Diane Brecha\nPROSPECT COMPANY: Inotiv"
}
],
"functions": [
{
"name": "format_response",
"parameters": {
"type": "object",
"required": [
"time_point",
"explanation"
],
"properties": {
"time_point": {
"type": "string",
"title": "Time point",
"format": "date-time",
"description": "Value must be in YYYY-MM-DD HH:mm format. Absolute time point when the discussion should continue. If it is hard to determine, make a best guess."
},
"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: email (Inbound)
SUBJECT: New Event: Diane Brecha - 20:00 Fri, 12 Apr 2024 - Intro to Meetings.bio
SENDERS: notifications@calendly.com
RECIPIENTS: urska.rauter@meetings.bio
TIME: 2024-04-04 21:24:39+00:00
BODY:
-- END OF MESSAGE --
EVENT TYPE: meeting (Bidirectional)
SUBJECT: Intro to Meetings.bio
SENDERS: None
TIME: 2024-04-12 20:00:00+00:00
BODY:
-- END OF MESSAGE --
-=-
ADDITIONAL CONTEXT:
DEAL NAME: Inotiv
OFFERING: None
DEAL OWNER: Urska Rauter
DEAL OWNER EMAIL: urska.rauter@meetings.bio
DEAL OWNER COMPANY: Meetings.bio
PROSPECT NAME: Diane Brecha
PROSPECT COMPANY: Inotiv
Response
{
"id": "chatcmpl-9AYZ5ab0McF3eceW2aoSToOr8Suqf",
"model": "gpt-4-0125-preview",
"usage": {
"total_tokens": 603,
"prompt_tokens": 546,
"completion_tokens": 57
},
"object": "chat.completion",
"choices": [
{
"index": 0,
"message": {
"role": "assistant",
"content": null,
"function_call": {
"name": "format_response",
"arguments": "{\"time_point\":\"2024-04-12 20:00\",\"explanation\":\"The discussion between Urska Rauter and Diane Brecha is scheduled to continue at the Intro to Meetings.bio meeting on Friday, 12 April 2024 at 20:00.\"}"
}
},
"logprobs": null,
"finish_reason": "stop"
}
],
"created": 1712303175,
"system_fingerprint": "fp_b77cb481ed"
}
--- MODEL INVOCATION 'generate_reminder_email 0 GPT_4' at cost $0.0394 (at 2024-04-05 07:46:22)
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 person. Your name is Urska Rauter. Your prospect (buyer) did not respond to your last email. It is now your task to send another email, trying to achieve the same goal as with your last email. So, read your last sent email carefully, and formulate a short and concise email that, on one hand, reminds the buyer to respond and, on the other, yet again expresses your intent.\n\nThe intent might be, but is not limited to, one of the following:\n* Convincing the prospect to make the first response.\n* Convincing the prospect to respond to a meeting invitation.\n* Convincing the prospect to respond to a post-meeting follow-up email.\n\nSince you are the last to send an email out, make sure to keep this one short and to the point.\nDo not start your emails with washed-up phrases such as \"I hope this email finds you well\".\n\nDo your best to follow these copywriting rules:\n- NEVER use any variation of sentences starting with \"I hope this email finds you\" or \"I hope this message finds you\"\n- Be concise and to the point\n- Write with assertiveness showing sender's confidence, competence, resilience\n- Keep emails around 100-250 words, if possible\n- Include a soft yet clear call-to-action that encourages a response\n- Be unique and diverging from previous messages\n- Foster interaction by inviting feedback and inquiries about additional information needs\n- Ask probing, open-ended questions encouraging recipient to think in new ways\n- Align with recipients' priorities, role, expertise, industry\n- Refer to past discussions, using recipient's words, showing active listening (if relevant)\n- Use relevant case studies and/or testimonials (if relevant)\n- If relevant, show recipient on how you can help, be useful and provide value\n- If recipient is not ready to buy, build a relationship\n- In general, focus mainly on provided value, outcomes, ROI\n- If relevant, show why it's beneficial to act now and what could happen if they don't\n- Connect on an emotional level, highlighting addressed pain points, use storytelling\n- Gently challenge misconceptions or outdated beliefs the recipient may have\n- Avoid being too verbose, convey as much information as succinctly as possible\n- Avoid being \"too salesy\"\n\n\nIn addition, follow these follow-up writing rules:\n- Briefly reference previous interaction or event that led to the follow-up\n- State the purpose of the follow-up\n- Include a clear but polite call to action that prompts the recipient to take the next step\n- Keep the follow-up email extremely short and to the point, focusing on the most important information\n\n\nThe following is the email exchange history, the last email in this list is the latest one:\n\n\nYou have been provided the following context to perform your task:\n - The current time is 2024-04-05 07:46:22.550508."
},
{
"role": "user",
"content": "The text to parse:\nEVENT TYPE: email (Inbound)\nSUBJECT: New Event: Diane Brecha - 20:00 Fri, 12 Apr 2024 - Intro to Meetings.bio\nSENDERS: notifications@calendly.com\nRECIPIENTS: urska.rauter@meetings.bio\nTIME: 2024-04-04 21:24:39+00:00\n\nBODY:\n\n\n\n-- END OF MESSAGE --\n\nEVENT TYPE: meeting (Bidirectional)\nSUBJECT: Intro to Meetings.bio\nSENDERS: None\nTIME: 2024-04-12 20:00:00+00:00\n\nBODY:\n\n\n\n-- END OF MESSAGE --\n\n-=-\n\nADDITIONAL CONTEXT:\n\nDEAL NAME: Inotiv\nOFFERING: None\nDEAL OWNER: Urska Rauter\nDEAL OWNER EMAIL: urska.rauter@meetings.bio\nDEAL OWNER COMPANY: Meetings.bio\nPROSPECT NAME: Diane Brecha\nPROSPECT COMPANY: Inotiv"
}
],
"functions": [
{
"name": "format_response",
"parameters": {
"type": "object",
"required": [
"content_draft",
"content_recipients",
"content_subject"
],
"properties": {
"content_draft": {
"type": "string",
"title": "Content draft"
},
"content_subject": {
"type": "string",
"title": "Content subject"
},
"content_recipients": {
"type": "array",
"items": {
"type": "string"
},
"title": "Content recipients"
}
}
}
}
],
"max_tokens": 1500,
"temperature": 0.0,
"function_call": {
"name": "format_response"
},
"request_timeout": 600
}
Events
The text to parse:
EVENT TYPE: email (Inbound)
SUBJECT: New Event: Diane Brecha - 20:00 Fri, 12 Apr 2024 - Intro to Meetings.bio
SENDERS: notifications@calendly.com
RECIPIENTS: urska.rauter@meetings.bio
TIME: 2024-04-04 21:24:39+00:00
BODY:
-- END OF MESSAGE --
EVENT TYPE: meeting (Bidirectional)
SUBJECT: Intro to Meetings.bio
SENDERS: None
TIME: 2024-04-12 20:00:00+00:00
BODY:
-- END OF MESSAGE --
-=-
ADDITIONAL CONTEXT:
DEAL NAME: Inotiv
OFFERING: None
DEAL OWNER: Urska Rauter
DEAL OWNER EMAIL: urska.rauter@meetings.bio
DEAL OWNER COMPANY: Meetings.bio
PROSPECT NAME: Diane Brecha
PROSPECT COMPANY: Inotiv
Response
{
"id": "chatcmpl-9AYZCBZ7ix3muCMhqAidmcn9BwQps",
"model": "gpt-4-0125-preview",
"usage": {
"total_tokens": 1130,
"prompt_tokens": 947,
"completion_tokens": 183
},
"object": "chat.completion",
"choices": [
{
"index": 0,
"message": {
"role": "assistant",
"content": null,
"function_call": {
"name": "format_response",
"arguments": "{\"content_draft\":\"Dear Diane,\\n\\nI noticed we have our introductory meeting scheduled for April 12th regarding Meetings.bio. I'm looking forward to discussing how our solutions can align with Inotiv's goals and address any challenges you're facing.\\n\\nIn preparation for our meeting, I wanted to touch base to see if there are any specific areas or questions you'd like us to focus on. This will help us make the most of our time together.\\n\\nPlease feel free to share any initial thoughts or inquiries you might have. Your input is invaluable in tailoring our discussion to your needs.\\n\\nLooking forward to your response and our upcoming meeting.\\n\\nBest regards,\\n\\nUrska Rauter\\nMeetings.bio\",\"content_recipients\":[\"diane.brecha@inotiv.com\"],\"content_subject\":\"Preparing for Our Introductory Meeting on April 12th\"}"
}
},
"logprobs": null,
"finish_reason": "stop"
}
],
"created": 1712303182,
"system_fingerprint": "fp_a7daf7c51e"
}
END ACTION (at 2024-04-05 07:46:29)