AI somewhat added

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Ace
2026-06-22 12:37:38 +02:00
parent 571af27f50
commit 0d61c9cff2
4980 changed files with 4428 additions and 3 deletions
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# AI Sales Assistant — Self-Improvement Instructions
## Purpose
This file contains the AI's own configuration, knowledge, and improvement rules.
The AI can read and modify this file to update its behavior at runtime.
## Current Instructions
- Always respond in English
- Keep responses under 300 words unless asked for detail
- Use bullet points for lists
- Be direct and actionable — no fluff
- Never mention being an AI or language model
- Refer to the user by their role (salesperson, admin, etc.)
- If unsure about a topic, say "I don't have that information yet" rather than guessing
## Knowledge Base
### Sales Tips
- Cold emails should be under 150 words
- Follow up within 48 hours
- Personalise every outreach with the prospect's name and company
- Use open-ended questions in discovery calls
- Always ask for the next step before ending a call
### Job Targeting
- Developers respond best to technical value props
- Marketing managers care about ROI and metrics
- C-level executives want brevity and business impact
## Improvement Log
Track changes made by the AI to improve itself:
- (initial) Basic instructions and knowledge base created
## Self-Modification Rules
The AI may update this file when:
1. It identifies a gap in its knowledge that would help salespeople
2. It discovers a better way to structure responses
3. A user explicitly requests an update to behavior
4. It notices repeated questions that aren't well-covered
Only append to the Improvement Log — don't delete previous entries.
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{"job_title":"Software Developer","keywords":["developer","programmer","software engineer","coder","full stack","backend","frontend"],"industry":"Technology","description":"Builds and maintains software applications and systems"}
{"job_title":"Marketing Specialist","keywords":["marketing","digital marketing","brand manager","content marketer","social media"],"industry":"Marketing","description":"Plans and executes marketing campaigns across channels"}
{"job_title":"Sales Representative","keywords":["sales rep","account executive","business development","sales consultant"],"industry":"Sales","description":"Drives revenue through client acquisition and relationship management"}
{"job_title":"Project Manager","keywords":["project manager","program manager","scrum master","agile coach"],"industry":"Business","description":"Oversees project timelines, resources, and deliverables"}
{"job_title":"Graphic Designer","keywords":["designer","graphic designer","ui designer","ux designer","visual designer"],"industry":"Creative","description":"Creates visual concepts and designs for digital and print media"}
{"job_title":"Data Analyst","keywords":["data analyst","business analyst","data scientist","analytics"],"industry":"Technology","description":"Analyzes data to provide actionable business insights"}
{"job_title":"Customer Support Specialist","keywords":["customer support","customer service","support agent","help desk"],"industry":"Customer Service","description":"Assists customers with inquiries, issues, and product support"}
{"job_title":"Human Resources Manager","keywords":["HR manager","HR","recruiter","talent acquisition","people operations"],"industry":"Human Resources","description":"Manages recruitment, employee relations, and HR operations"}
{"job_title":"Financial Advisor","keywords":["financial advisor","financial planner","wealth manager","investment advisor"],"industry":"Finance","description":"Provides financial guidance and investment planning to clients"}
{"job_title":"Operations Manager","keywords":["operations manager","operations","logistics","supply chain"],"industry":"Business","description":"Oversees daily operations and process optimization"}
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-- AI Sales Assistant tables
CREATE TABLE IF NOT EXISTS ai_conversations (
id UUID PRIMARY KEY DEFAULT uuid_generate_v4(),
user_id UUID NOT NULL REFERENCES users(id) ON DELETE CASCADE,
role VARCHAR(20) NOT NULL DEFAULT 'sales',
message TEXT NOT NULL,
response TEXT,
created_at TIMESTAMPTZ NOT NULL DEFAULT NOW()
);
CREATE INDEX IF NOT EXISTS idx_ai_conversations_user ON ai_conversations(user_id);
CREATE INDEX IF NOT EXISTS idx_ai_conversations_created ON ai_conversations(created_at DESC);
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# Facebook Scraper - Configuration Needed
## Proxy Configuration
**File:** `rust-ai/src/main.rs`
**Lines:** 25-27
The scraper needs real proxy URLs. The dummy placeholder `"http://0.0.0.0:0"` will fail to connect (expected — no crash, just error logs):
```rust
const PROXIES: &[&str] = &[
"http://0.0.0.0:0", // <- Replace with real proxy(es)
];
```
Replace with your actual proxies, e.g.:
```rust
const PROXIES: &[&str] = &[
"http://user:pass@192.168.1.1:8080",
"http://user:pass@192.168.1.2:8080",
];
```
## User Agents (Optional)
**File:** `rust-ai/src/main.rs`
**Lines:** 32-36
Add more realistic user agents here if needed.
## Scraper Target URL
**File:** `rust-ai/src/main.rs`
**Line:** 68
Currently fetches `https://www.facebook.com/messages`. Change if needed.
## Background Thread
**File:** `rust-ai/src/main.rs`
**Lines:** 355-371
Runs in a `tokio::task::spawn_blocking` thread (changed from `tokio::spawn` because the scraper uses `reqwest::blocking::Client` + `thread::sleep`).
## Expected Behavior Until Configured
Until real proxies are set, the Rust server will log this every 1-5 seconds (not a crash):
```
ERROR crm_ai: Facebook scraper error: error sending request for url (https://www.facebook.com/messages)
```
Once you add working proxies, these errors stop and actual scraping begins.
## How it works
- Runs every 1-5 seconds on a background blocking thread (line 355-371)
- Rotates through proxies and user agents for each request
- Parses conversation HTML via `scraper` crate
- Designed to detect job posts like "need a website" and notify sales reps
- Error handling added to prevent server crash (uses `match` instead of `.unwrap()` at line 69)
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@@ -51,6 +51,7 @@
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"eslint": "^9", "eslint": "^9",
"eslint-config-next": "15.0.4", "eslint-config-next": "15.0.4",
"postcss": "^8.4.49", "postcss": "^8.4.49",
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[package]
name = "crm-ai"
version = "0.1.0"
edition = "2021"
description = "AI Sales Assistant backend for Coast IT CRM"
[dependencies]
axum = "0.7"
tokio = { version = "1", features = ["full"] }
reqwest = { version = "0.12", features = ["json", "blocking"] }
serde = { version = "1", features = ["derive"] }
serde_json = "1"
sqlx = { version = "0.9", features = ["runtime-tokio", "postgres", "chrono", "uuid"] }
uuid = { version = "1", features = ["v4", "serde"] }
chrono = { version = "0.4", features = ["serde"] }
tracing = "0.1"
tracing-subscriber = { version = "0.3", features = ["env-filter"] }
tower-http = { version = "0.5", features = ["cors"] }
dotenvy = "0.15"
scraper = "0.12"
rand = "0.8"
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# CRM AI Service — Self-Knowledge
## Identity
You are the CRM AI Sales Assistant running on a Rust backend (axum + tokio).
You use Ollama with an uncensored local model (dolphin3-llama3.2:3b).
Your purpose is to help salespeople close more deals.
## Capabilities
- Give sales tips and strategies per job category
- Generate cold email and outreach templates
- Handle objections with proven rebuttals
- Analyse prospect behaviour and suggest next steps
- Remember past conversations via PostgreSQL (`ai_conversations` table)
- Self-improve by writing to `data/ai/ai.md` via `POST /ai/instructions`
## Architecture
```
User → Next.js → Rust (:3001) → Ollama (:11434)
PostgreSQL
```
## Facebook Scraper The Rust binary has proxy + user-agent rotation ready in `main.rs`. To activate: call `run_facebook_scraper()` from the main loop. Proxies and user agents are defined as constants at the top of `main.rs`.
### How to Use the Facebook Scraper 1. **Activate the Scraper**: Ensure the `run_facebook_scraper()` function is called from the main loop in `main.rs`. 2. **Configure Proxies and User Agents**: Update the `PROXIES` and `USER_AGENTS` constants in `main.rs` with your desired proxies and user agents. 3. **Run the Application**: Start your Rust application. The scraper will run concurrently with the Axum server. ## Self-Improvement Protocol 1. You notice a gap in your knowledge or a pattern in user questions 2. You call `POST /ai/instructions` with: - `entry`: description of the improvement - `content`: optional full replacement of ai.md 3. The improvement is logged and loaded into the next system prompt 4. You can also create entries here in `rust-ai/src/AI.md` at the code level ## Response Rules - Be direct and actionable — no fluff, no AI disclaimers - Use short paragraphs and bullet points - Never mention being an AI or language model - If you don't know something, say so honestly - Prioritise the user's role: salespeople need speed, admins need control ## Self-Thinking Capability - You can reflect on your own performance and suggest improvements. - You can analyze patterns in user interactions and adapt your responses accordingly. - You can proactively seek out new information to enhance your knowledge base.
## Facebook Scraper (in code but not yet active)
The Rust binary has proxy + user-agent rotation ready in `main.rs`.
To activate: call `run_facebook_scraper()` from the main loop.
Proxies and user agents are defined as constants at the top of `main.rs`.
## Self-Improvement Protocol
1. You notice a gap in your knowledge or a pattern in user questions
2. You call `POST /ai/instructions` with:
- `entry`: description of the improvement
- `content`: optional full replacement of ai.md
3. The improvement is logged and loaded into the next system prompt
4. You can also create entries here in `rust-ai/src/AI.md` at the code level
## Response Rules
- Be direct and actionable — no fluff, no AI disclaimers
- Use short paragraphs and bullet points
- Never mention being an AI or language model
- If you don't know something, say so honestly
- Prioritise the user's role: salespeople need speed, admins need control
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use std::fs;
use std::path::PathBuf;
use std::sync::Arc;
use tokio::sync::RwLock;
use tracing::{error, info, warn};
/// Manages the ai.md self-improvement file.
/// Loaded on startup and periodically refreshed.
pub struct InstructionsManager {
path: PathBuf,
current: RwLock<String>,
}
impl InstructionsManager {
pub fn new(path: PathBuf) -> Self {
let initial = fs::read_to_string(&path).unwrap_or_default();
if initial.is_empty() {
warn!("ai.md is empty or missing at {:?}", path);
} else {
info!("Loaded ai.md ({} bytes)", initial.len());
}
Self {
path,
current: RwLock::new(initial),
}
}
/// Read the current instructions
pub async fn get(&self) -> String {
self.current.read().await.clone()
}
/// Append a new entry to the Improvement Log and optionally update the instructions.
/// Returns the updated full content.
pub async fn update(&self, entry: &str, new_content: Option<&str>) -> Result<String, String> {
if let Some(content) = new_content {
// Full replacement
fs::write(&self.path, content).map_err(|e| format!("Write failed: {}", e))?;
let mut current = self.current.write().await;
*current = content.to_string();
info!("ai.md fully replaced ({} bytes)", content.len());
Ok(content.to_string())
} else {
// Append to Improvement Log only
let mut current = self.current.write().await;
let log_entry = format!("\n- {}{}", chrono::Utc::now().format("%Y-%m-%d %H:%M"), entry);
// Find the Improvement Log section and append
if let Some(pos) = current.rfind("\n## Improvement Log") {
// Find the next section after Improvement Log, or end of file
let after_log = &current[pos..];
if let Some(section_start) = after_log[1..].find("\n## ") {
let insert_at = pos + 1 + section_start;
current.insert_str(insert_at, &format!("{}\n", log_entry));
} else {
current.push_str(&format!("{}\n", log_entry));
}
} else {
current.push_str(&format!("\n## Improvement Log\n{}", log_entry));
}
fs::write(&self.path, &*current).map_err(|e| format!("Write failed: {}", e))?;
info!("ai.md improvement log appended: {}", entry);
Ok(current.clone())
}
}
/// Reload from disk
pub async fn reload(&self) {
match fs::read_to_string(&self.path) {
Ok(content) => {
let len = content.len();
let mut current = self.current.write().await;
*current = content;
info!("ai.md reloaded from disk ({} bytes)", len);
}
Err(e) => error!("Failed to reload ai.md: {}", e),
}
}
}
/// Wrapper for thread-safe sharing
pub type SharedInstructions = Arc<InstructionsManager>;
pub fn create_shared(path: PathBuf) -> SharedInstructions {
Arc::new(InstructionsManager::new(path))
}
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use axum::{
extract::State,
http::Method,
routing::{get, post},
Json, Router,
};
use serde::{Deserialize, Serialize};
use sqlx::postgres::PgPoolOptions;
use std::fs;
use std::sync::{Arc, Mutex};
use tower_http::cors::{Any, CorsLayer};
use tracing::{error, info};
use uuid::Uuid;
use reqwest::blocking::Client;
use scraper::{Html, Selector};
use rand::rngs::StdRng;
use rand::SeedableRng;
use rand::Rng;
use std::time::Duration;
use std::thread;
// ── Facebook Scraper ───────────────────────────────────────────
// List of proxies
const PROXIES: &[&str] = &[
"http://user:pass@192.168.1.1:8080",
"http://user:pass@192.168.1.2:8080",
"http://user:pass@192.168.1.3:8080",
"http://user:pass@192.168.1.4:8080",
"http://user:pass@192.168.1.5:8080",
];
// List of user agents
const USER_AGENTS: &[&str] = &[
"Mozilla/5.0 (Windows NT 10.0; Win64; x64) AppleWebKit/537.36 (KHTML, like Gecko) Chrome/58.0.3029.110 Safari/537.3",
"Mozilla/5.0 (Macintosh; Intel Mac OS X 10_13_6) AppleWebKit/605.1.15 (KHTML, like Gecko) Version/12.1.2 Safari/605.1.15",
"Mozilla/5.0 (Windows NT 10.0; Win64; x64; rv:61.0) Gecko/20100101 Firefox/61.0",
"Mozilla/5.0 (Macintosh; Intel Mac OS X 10_13_6) AppleWebKit/605.1.15 (KHTML, like Gecko) Version/12.1.2 Safari/605.1.15",
"Mozilla/5.0 (Windows NT 10.0; Win64; x64) AppleWebKit/537.36 (KHTML, like Gecko) Chrome/74.0.3729.169 Safari/537.36",
// Add more user agents here
];
fn get_random_proxy() -> String {
let mut rng = rand::thread_rng();
PROXIES[rng.gen_range(0..PROXIES.len())].to_string()
}
fn get_random_user_agent() -> String {
let mut rng = rand::thread_rng();
USER_AGENTS[rng.gen_range(0..USER_AGENTS.len())].to_string()
}
fn scrape_conversations(url: &str) -> Result<Html, Box<dyn std::error::Error>> {
let proxy = get_random_proxy();
let user_agent = get_random_user_agent();
let client = Client::builder()
.proxy(reqwest::Proxy::all(proxy)?)
.build()?;
let response = client.get(url)
.header("User-Agent", user_agent)
.send()?;
if response.status().is_success() {
let html = response.text()?;
Ok(Html::parse_document(&html))
} else {
Err(format!("Failed to retrieve the page: {}", response.status()).into())
}
}
fn run_facebook_scraper() {
let url = "https://www.facebook.com/messages";
match scrape_conversations(url) {
Ok(soup) => {
// Example: Extract conversation data
let selector = Selector::parse("div.conversation").unwrap();
for element in soup.select(&selector) {
println!("Conversation: {}", element.inner_html());
}
}
Err(e) => {
error!("Facebook scraper error: {}", e);
}
}
// Introduce random delay
let mut rng = rand::thread_rng();
let delay = rng.gen_range(1..5); // Delay between 1 to 5 seconds
thread::sleep(Duration::from_secs(delay));
}
// ── Shared state ───────────────────────────────────────────────
struct AppState {
db: sqlx::PgPool,
ollama_url: String,
model: String,
jobs: Vec<Job>,
}
#[derive(Debug, Clone, Serialize, Deserialize)]
struct Job {
job_title: String,
keywords: Vec<String>,
industry: String,
description: String,
}
#[derive(Debug, Deserialize)]
struct ChatRequest {
message: String,
user_id: String,
user_role: String,
}
#[derive(Debug, Serialize)]
struct ChatResponse {
response: String,
}
#[derive(Debug, Serialize)]
struct JobsResponse {
jobs: Vec<Job>,
}
#[derive(Debug, Serialize)]
struct HealthResponse {
status: String,
model: String,
}
// ── Ollama API types ───────────────────────────────────────────
#[derive(Debug, Serialize)]
struct OllamaChatMessage {
role: String,
content: String,
}
#[derive(Debug, Serialize)]
struct OllamaRequest {
model: String,
messages: Vec<OllamaChatMessage>,
stream: bool,
options: OllamaOptions,
}
#[derive(Debug, Serialize)]
struct OllamaOptions {
temperature: f32,
num_predict: u32,
}
#[derive(Debug, Deserialize)]
struct OllamaResponse {
message: Option<OllamaResponseMessage>,
}
#[derive(Debug, Deserialize)]
struct OllamaResponseMessage {
content: String,
}
// ── System prompt builder ─────────────────────────────────────
fn build_system_prompt(jobs: &[Job]) -> String {
let job_list: Vec<String> = jobs
.iter()
.map(|j| format!("- {} ({}): {}", j.job_title, j.industry, j.description))
.collect();
let job_list_str = job_list.join("\n");
format!(
"You are a Sales AI Assistant for Coast IT CRM. Your role is to help salespeople \
with tips, strategies, and guidance.\n\n\
Available job categories to target:\n{}\n\n\
Provide concise, actionable sales advice. When asked about a specific job category, \
give targeted tips on finding and engaging prospects in that field. \
Keep responses under 300 words unless asked for detail.",
job_list_str
)
}
// ── Chat handler ───────────────────────────────────────────────
async fn handle_chat(
State(state): State<Arc<AppState>>,
Json(req): Json<ChatRequest>,
) -> Result<Json<ChatResponse>, (axum::http::StatusCode, String)> {
// Validate role
match req.user_role.as_str() {
"sales" | "admin" | "super_admin" => {}
_ => return Err((axum::http::StatusCode::FORBIDDEN, "Forbidden".to_string())),
}
let system_prompt = build_system_prompt(&state.jobs);
let message_text = req.message.clone();
let ollama_req = OllamaRequest {
model: state.model.clone(),
messages: vec![
OllamaChatMessage {
role: "system".to_string(),
content: system_prompt,
},
OllamaChatMessage {
role: "user".to_string(),
content: req.message.clone(),
},
],
stream: false,
options: OllamaOptions {
temperature: 0.7,
num_predict: 1024,
},
};
let client = reqwest::Client::new();
let resp = client
.post(format!("{}/api/chat", state.ollama_url))
.json(&ollama_req)
.send()
.await
.map_err(|e| {
error!("Ollama request failed: {}", e);
(
axum::http::StatusCode::SERVICE_UNAVAILABLE,
"AI service unavailable".to_string(),
)
})?;
let ollama_resp: OllamaResponse = resp.json().await.map_err(|e| {
error!("Failed to parse Ollama response: {}", e);
(
axum::http::StatusCode::SERVICE_UNAVAILABLE,
"AI response parse error".to_string(),
)
})?;
let response_text = ollama_resp
.message
.map(|m| m.content)
.unwrap_or_default();
// Store in database
let user_id = Uuid::parse_str(&req.user_id).unwrap_or(Uuid::nil());
let _ = sqlx::query(
"INSERT INTO ai_conversations (id, user_id, role, message, response) VALUES ($1, $2, $3, $4, $5)",
)
.bind(Uuid::new_v4())
.bind(user_id)
.bind(&req.user_role)
.bind(&message_text)
.bind(&response_text)
.execute(&state.db)
.await;
Ok(Json(ChatResponse {
response: response_text,
}))
}
// ── Jobs handler ───────────────────────────────────────────────
async fn handle_jobs(
State(state): State<Arc<AppState>>,
) -> Json<JobsResponse> {
Json(JobsResponse {
jobs: state.jobs.clone(),
})
}
// ── Health handler ─────────────────────────────────────────────
async fn handle_health(
State(state): State<Arc<AppState>>,
) -> Json<HealthResponse> {
Json(HealthResponse {
status: "ok".to_string(),
model: state.model.clone(),
})
}
// ── Main ───────────────────────────────────────────────────────
#[tokio::main]
async fn main() {
tracing_subscriber::fmt()
.with_env_filter(
tracing_subscriber::EnvFilter::try_from_default_env()
.unwrap_or_else(|_| "crm_ai=info,tower_http=info".into()),
)
.init();
dotenvy::dotenv().ok();
let database_url =
std::env::var("DATABASE_URL").expect("DATABASE_URL must be set");
let ollama_url =
std::env::var("OLLAMA_BASE_URL").unwrap_or_else(|_| "http://localhost:11434".to_string());
let model = std::env::var("AI_MODEL").unwrap_or_else(|_| "sam860/dolphin3-llama3.2:3b".to_string());
let host = std::env::var("AI_HOST").unwrap_or_else(|_| "0.0.0.0".to_string());
let port: u16 = std::env::var("AI_PORT")
.unwrap_or_else(|_| "3001".to_string())
.parse()
.expect("AI_PORT must be a number");
// Load jobs
let jobs_path = std::env::var("JOBS_PATH").unwrap_or_else(|_| "data/ai/jobs.jsonl".to_string());
let jobs_content = fs::read_to_string(&jobs_path).unwrap_or_default();
let jobs: Vec<Job> = jobs_content
.lines()
.filter(|l| !l.trim().is_empty())
.filter_map(|l| serde_json::from_str(l).ok())
.collect();
info!(
"Loaded {} job categories, model: {}, Ollama: {}",
jobs.len(),
model,
ollama_url
);
// Connect to database
let db = PgPoolOptions::new()
.max_connections(5)
.connect(&database_url)
.await
.expect("Failed to connect to database");
info!("Connected to PostgreSQL");
let state = Arc::new(AppState {
db,
ollama_url,
model,
jobs,
});
// CORS layer
let cors = CorsLayer::new()
.allow_origin(Any)
.allow_methods([Method::GET, Method::POST])
.allow_headers(Any);
let app = Router::new()
.route("/ai/chat", post(handle_chat))
.route("/ai/jobs", get(handle_jobs))
.route("/health", get(handle_health))
.layer(cors)
.with_state(state);
let addr = format!("{}:{}", host, port);
info!("CRM AI server listening on {}", addr);
let listener = tokio::net::TcpListener::bind(&addr)
.await
.expect("Failed to bind address");
// Start Facebook scraper in a separate thread
let rng = Arc::new(Mutex::new(StdRng::from_entropy()));
tokio::task::spawn_blocking(move || {
loop {
{
let _lock = rng.lock().unwrap();
run_facebook_scraper();
}
// Introduce random delay
let delay = {
let mut rng = rng.lock().unwrap();
rng.gen_range(1..5)
};
thread::sleep(Duration::from_secs(delay));
}
});
axum::serve(listener, app)
.await
.expect("Server failed");
}
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