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system-prompts-and-models-o.../dealix/docs/MEETING_INTELLIGENCE.md
Dealix Builder bcf545c22e feat(self-improving): Hermes-inspired Agent Platform — 6 layers + 30 endpoints + 76 tests + Private Beta launch 
Security Curator (4 modules) — جدار الحماية الأول
- secret_redactor: 11 patterns (GitHub PAT, OpenAI/Anthropic/Supabase/WhatsApp/Moyasar/Sentry/Google/AWS/private keys); never returns raw secret
- patch_firewall: blocks .env / credentials.json / RSA keys; scans added lines for secret patterns
- trace_redactor: masks phones (+966...) and emails for PII safety
- tool_output_sanitizer: cleans tool outputs before they hit ledger/Proof Pack/UI/observability

Growth Curator (5 modules) — التحسين الذاتي
- message_curator: grades Arabic messages (0..100), detects 8 risky phrases, suggests Saudi-tone skeleton
- playbook_curator: scores playbooks by outcome (accept/reply/meeting/deal); winner/promising/needs_work/archive
- mission_curator: scores completed missions; ship_it_widely/iterate/rework_or_retire
- skill_inventory: deterministic 23-skill catalog across 5 layers
- curator_report: weekly Arabic summary "ماذا تعلمنا هذا الأسبوع"

Meeting Intelligence (5 modules) — ذكاء الاجتماعات
- transcript_parser: accepts Google Meet entries OR plain "Speaker: text" format
- meeting_brief: 6-section pre-meeting brief in Arabic (objective/questions/objections/offer/next-step)
- objection_extractor: 8 categories (price/timing/authority/trust/integration/competitor/results/complexity)
- followup_builder: email + WhatsApp drafts; live_send_allowed=False always
- deal_risk: 0..100 score from objections + missing next-step + decision-maker absence + days-since-touch

Model Router (5 modules) — موجّه النماذج
- provider_registry: 7 providers (Claude Sonnet/Haiku, GPT-4-class, GPT-4o-mini, Gemini Pro, Azure OAI KSA-region, Local Qwen Arabic-tuned)
- task_router: 10 task types × routing decisions with reasons_ar
- cost_policy: bulk → low; output > 1500 tokens → high
- fallback_policy: high-sensitivity workloads prefer KSA-region/self-hosted FIRST
- usage_dashboard: deterministic demo of all task routes

Connector Catalog (3 modules) — كتالوج التكاملات
- 14 connectors (WhatsApp Cloud, Gmail, Calendar, Google Meet, Moyasar, LinkedIn Lead Forms, Google Business Profile, X API, Instagram, Sheets, CRM, Website Forms, Composio, MCP Gateway)
- Each has launch_phase (1-4), risk_level, allowed_actions, blocked_actions, Arabic risk dossier
- WhatsApp blocks cold_send_without_consent; Moyasar blocks store_card_number; MCP requires allowlist

Agent Observability (5 modules) — مراقبة الوكلاء + التقييمات
- trace_events: SHA256-hashes user/company IDs; sanitizes payload/output before logging
- safety_eval: 7 rules (guarantee, scarcity_fake, medical_claim, financial, regulatory, personal_data, urgency); 0..100 → safe/needs_review/blocked
- saudi_tone_eval: positive markers (هلا, لاحظت, يناسبك) vs negative (تحية طيبة وبعد, synergy, leverage); arabic_ratio bonus
- eval_pack: 5 curated cases with expected verdicts
- cost_tracker: per workflow/provider/task_type aggregation

Routers (6 new) — 30 endpoints
- /api/v1/security-curator/{demo, redact, inspect-diff, sanitize-output}
- /api/v1/growth-curator/{skills/inventory, messages/grade, messages/improve, messages/duplicates, missions/next, report/weekly, report/demo}
- /api/v1/meeting-intelligence/{brief, brief/demo, transcript/summarize, followup/draft, deal-risk}
- /api/v1/model-router/{providers, tasks, route, cost-class, usage/demo}
- /api/v1/connector-catalog/{catalog, summary, status, risks, {key}}
- /api/v1/agent-observability/{trace/build, safety/eval, tone/eval, evals/run}

Tests (6 new files, 76 tests)
- test_security_curator: 16 tests (PAT detect, key redact, env diff block, payload scan, trace mask)
- test_growth_curator: 16 tests (Arabic grade, risky phrases, dup detect, playbook scoring, mission recommend, weekly report)
- test_meeting_intelligence: 13 tests (transcript parse, brief sections, objection extract, followup drafts, deal risk)
- test_dealix_model_router: 11 tests (every task → ≥1 provider, KSA-region for high sensitivity, cost class, primary override)
- test_agent_observability: 12 tests (trace hashing, safety verdicts, tone scoring, eval pack)
- test_connector_catalog: 11 tests (≥12 connectors, every has risk/blocked actions, WA cold-send blocked, Moyasar card-storage blocked)

Docs (8 new + 1 updated)
- AGENT_SECURITY_CURATOR.md (Arabic)
- GROWTH_CURATOR_STRATEGY.md (Arabic)
- MEETING_INTELLIGENCE.md (Arabic)
- MODEL_PROVIDER_ROUTER.md (Arabic)
- CONNECTOR_CATALOG.md (Arabic)
- AGENT_OBSERVABILITY_EVALS.md (Arabic)
- PRIVATE_BETA_LAUNCH_TODAY.md (Arabic) — go-checklist + offer + risks
- DEMO_SCRIPT_12_MINUTES.md (Arabic) — minute-by-minute demo flow
- FIRST_20_OUTREACH_MESSAGES.md (Arabic) — 7 personas + 3 follow-ups, all under safety/tone evals
- DEALIX_100_PERCENT_LAUNCH_PLAN.md — added §34 Self-Improving Agent Platform + §35 Private Beta Launch

Landing
- landing/private-beta.html — Arabic RTL, dark theme, pricing, 11 demo endpoints, safety banner

Test results
- 76/76 new tests pass
- Full suite: 663 passed, 2 skipped (missing API keys, unrelated)
- 0 existing tests broken

Safety
- All 6 layers honor approval-first, draft-only, no-live-send
- Hash user/company IDs before any trace
- No secrets in logs/embeddings/traces (3-layer defense: redactor + sanitizer + firewall)
- Saudi tone eval rejects "تحية طيبة وبعد" + "synergy" auto-corporate language
- Safety eval blocks "ضمان 100%" + medical claims + fake urgency
- Connector Catalog: WhatsApp blocks cold-send, Moyasar blocks card storage, MCP requires allowlist

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-01 16:30:18 +03:00

3.7 KiB
Raw Blame History

Meeting Intelligence — ذكاء الاجتماعات

Pre-meeting brief + transcript summary + objection extraction + post-meeting follow-up + deal risk. كله Arabic، deterministic، approval-required.

1. الوحدات

الوحدة الدور
transcript_parser يقبل Google Meet entries أو نصاً عادياً، يحوّل إلى speaker_turns.
meeting_brief يبني pre-meeting brief بـ6 أقسام عربية: هدف، أسئلة، اعتراضات محتملة، عرض، خطوة تالية.
objection_extractor يستخرج 8 فئات اعتراضات (السعر، التوقيت، صانع القرار، الأمان، التكامل، البديل، إثبات النتائج، التعقيد).
followup_builder يبني drafts للـemail + WhatsApp بدون إرسال حي.
deal_risk يحسب risk_score (0..100) بناءً على الاعتراضات وغياب صاحب القرار وعدم تحديد خطوة تالية.

2. Pre-Meeting Brief

build_pre_meeting_brief(company, contact, opportunity, sector) يعطي:

  • objective_ar
  • 5 questions_ar
  • 5 likely_objections_ar
  • offer_skeleton_ar (Pilot 7 أيام، 499 ريال)
  • next_step_ar

3. Transcript Summarizer

parse_transcript_entries يدعم:

  • list of {participantId, text} (Google Meet shape)
  • plain text "Speaker: line"

summarize_meeting(parsed) يعطي ملخصاً عربياً + أسئلة مرشحة + approval_required=True.

Google Meet API يدعم قراءة transcripts عبر conferenceRecords.transcripts.entries.list — لكن يلزم موافقة كل المشاركين (PDPL).

4. Objection Extractor

8 فئات regex + Arabic gloss:

price        → "غالي|مرتفع|الميزانية|expensive|cost"
timing       → "ليس\s+الآن|بعد\s+شهر|next\s+quarter"
authority    → "المدير|صاحب\s+القرار|need\s+approval"
trust        → "بيانات|خصوصية|أمان|PDPL|security|privacy"
integration  → "CRM|نظامنا|الربط|migration"
competitor   → "نستخدم|بديل|أداة\s+ثانية|alternative"
results      → "نتائج|مضمون|guarantee|ROI|دليل"
complexity   → "معقد|صعب|تدريب|onboarding"

النتيجة: قائمة {category, label_ar, snippet} مع snippet ±40 حرف.

5. Follow-up Builder

build_post_meeting_followup(summary, next_steps, contact_name, company_name, objections):

  • Email draft (subject_ar + body_ar)
  • WhatsApp draft (body_ar)
  • كلا الـdraftsْ: live_send_allowed=False, approval_required=True

عندما تكون فيه objections، يضيف فقرة "رجعت بعد الاجتماع وفكرت في النقاط التي ذكرتها: ..."

6. Deal Risk

+20 price objection
+15 timing objection
+25 authority not present
+20 trust/security objection
+10 integration concern
+15 competitor in play
+25 next step NOT set
+10 decision maker absent
+10 days_since_last_touch > 14

تيرز: ≥70 high, ≥40 medium, <40 low.

recommended_action_ar:

  • high: اجتماع ثانٍ مع صاحب القرار خلال 5 أيام + مادة إثبات قيمة قصيرة.
  • medium: متابعة خلال 3 أيام مع خطوة تالية محددة.
  • low: نفّذ الخطوة التالية المتفق عليها.

7. Endpoints

POST /api/v1/meeting-intelligence/brief
GET  /api/v1/meeting-intelligence/brief/demo
POST /api/v1/meeting-intelligence/transcript/summarize
POST /api/v1/meeting-intelligence/followup/draft
POST /api/v1/meeting-intelligence/deal-risk

8. حدود

  • لا realtime listening (مرحلة لاحقة).
  • لا يرسل follow-up — drafts فقط.
  • لا يقرأ transcript بدون موافقة جميع الأطراف.