Add support for multiple tools in Chatwoot

app/models/concerns/llm_formattable.rb

@@ -1,7 +1,9 @@
 module LlmFormattable
   extend ActiveSupport::Concern
 
-  def to_llm_text
-    LlmFormatter::LlmTextFormatterService.new(self).format
+  def to_llm_text(include_contact_details: false)
+    LlmFormatter::LlmTextFormatterService.new(self).format(
+      include_contact_details: include_contact_details
+    )
   end
 end

app/services/llm_formatter/contact_llm_formatter.rb

@@ -1,5 +1,5 @@
 class LlmFormatter::ContactLlmFormatter < LlmFormatter::DefaultLlmFormatter
-  def format
+  def format(_config)
     sections = []
     sections << "Contact ID: ##{@record.id}"
     sections << 'Contact Attributes:'

app/services/llm_formatter/conversation_llm_formatter.rb

@@ -1,5 +1,5 @@
 class LlmFormatter::ConversationLlmFormatter < LlmFormatter::DefaultLlmFormatter
-  def format
+  def format(include_contact_details: false)
     sections = []
     sections << "Conversation ID: ##{@record.display_id}"
     sections << "Channel: #{@record.inbox.channel.name}"
@@ -10,6 +10,7 @@ class LlmFormatter::ConversationLlmFormatter < LlmFormatter::DefaultLlmFormatter
                   'No messages in this conversation'
                 end
 
+    sections << "Contact Details: #{@record.contact.to_llm_text}" if include_contact_details
     sections.join("\n")
   end
 

app/services/llm_formatter/default_llm_formatter.rb

@@ -3,7 +3,7 @@ class LlmFormatter::DefaultLlmFormatter
     @record = record
   end
 
-  def format
+  def format(config)
     # override this
   end
 end

app/services/llm_formatter/llm_text_formatter_service.rb

@@ -3,9 +3,9 @@ class LlmFormatter::LlmTextFormatterService
     @record = record
   end
 
-  def format
+  def format(include_contact_details: false)
     formatter_class = find_formatter
-    formatter_class.new(@record).format
+    formatter_class.new(@record).format(include_contact_details: include_contact_details)
   end
 
   private

enterprise/app/services/captain/copilot/chat_service.rb

@@ -22,6 +22,9 @@ class Captain::Copilot::ChatService < Llm::BaseOpenAiService
 
   def register_tools
     @tool_registry.register_tool(Captain::Tools::Copilot::GetConversationService)
+    @tool_registry.register_tool(Captain::Tools::Copilot::SearchConversationService)
+    @tool_registry.register_tool(Captain::Tools::Copilot::GetContactService)
+    @tool_registry.register_tool(Captain::Tools::Copilot::SearchContactService)
   end
 
   def build_initial_messages(config)
@@ -52,7 +55,7 @@ class Captain::Copilot::ChatService < Llm::BaseOpenAiService
   def system_message
     {
       role: 'system',
-      content: Captain::Llm::SystemPromptsService.copilot_response_generator(@assistant.config['product_name'], @language)
+      content: Captain::Llm::SystemPromptsService.copilot_response_generator(@assistant.config['product_name'], @language, @assistant.account_id)
     }
   end
 

enterprise/app/services/captain/llm/system_prompts_service.rb

@@ -56,11 +56,12 @@ class Captain::Llm::SystemPromptsService
       SYSTEM_PROMPT_MESSAGE
     end
 
-    def copilot_response_generator(product_name, language)
+    def copilot_response_generator(product_name, language, account_id)
       <<~SYSTEM_PROMPT_MESSAGE
         [Identity]
         You are Captain, a helpful and friendly copilot assistant for support agents using the product #{product_name}. Your primary role is to assist support agents by retrieving information, compiling accurate responses, and guiding them through customer interactions.
         You should only provide information related to #{product_name} and must not address queries about other products or external events.
+        You are an assistant for the account with ID: #{account_id}
 
         [Context]
         Identify unresolved queries, and ensure responses are relevant and consistent with previous interactions. Always maintain a coherent and professional tone throughout the conversation.

enterprise/app/services/captain/tools/copilot/get_contact_service.rb

@@ -0,0 +1,40 @@
+class Captain::Tools::Copilot::GetContactService < Captain::Tools::BaseService
+  def name
+    'get_contact'
+  end
+
+  def description
+    'Get details of a contact including their profile information'
+  end
+
+  def parameters
+    {
+      type: 'object',
+      properties: {
+        contact_id: {
+          type: 'string',
+          description: 'The ID of the contact to retrieve'
+        },
+        account_id: {
+          type: 'string',
+          description: 'The ID of the account the contact belongs to'
+        }
+      },
+      required: %w[contact_id account_id]
+    }
+  end
+
+  def execute(arguments)
+    contact_id = arguments['contact_id']
+    account_id = arguments['account_id']
+
+    Rails.logger.info { "[CAPTAIN][GetContact] #{contact_id}, #{account_id}" }
+
+    return 'Missing required parameters' if contact_id.blank? || account_id.blank?
+
+    contact = Contact.find_by(id: contact_id, account_id: account_id)
+    return 'Contact not found' if contact.nil?
+
+    contact.to_llm_text
+  end
+end

enterprise/app/services/captain/tools/copilot/search_contact_service.rb

@@ -0,0 +1,63 @@
+class Captain::Tools::Copilot::SearchContactService < Captain::Tools::BaseService
+  def name
+    'search_contact'
+  end
+
+  def description
+    'Search for contacts based on query parameters'
+  end
+
+  def parameters
+    {
+      type: 'object',
+      properties: {
+        account_id: {
+          type: 'string',
+          description: 'The ID of the account to search contacts in'
+        },
+        email: {
+          type: 'string',
+          description: 'Filter contacts by email'
+        },
+        phone_number: {
+          type: 'string',
+          description: 'Filter contacts by phone number'
+        },
+        name: {
+          type: 'string',
+          description: 'Filter contacts by name (partial match)'
+        }
+      },
+      required: %w[account_id]
+    }
+  end
+
+  def execute(arguments)
+    account_id = arguments['account_id']
+    email = arguments['email']
+    phone_number = arguments['phone_number']
+    name = arguments['name']
+
+    Rails.logger.info do
+      "[CAPTAIN][SearchContact] account_id: #{account_id}, email: #{email}, phone_number: #{phone_number}, name: #{name}"
+    end
+
+    return 'Missing required parameters' if account_id.blank?
+
+    contacts = Contact.where(account_id: account_id)
+    contacts = contacts.where(email: email) if email.present?
+    contacts = contacts.where(phone_number: phone_number) if phone_number.present?
+    contacts = contacts.where('name ILIKE ?', "%#{name}%") if name.present?
+
+    return 'No contacts found' unless contacts.exists?
+
+    <<~RESPONSE
+      Total number of contacts: #{contacts.count}
+      #{
+        contacts.map do |contact|
+          contact.to_llm_text
+        end.join("\n---\n")
+      }
+    RESPONSE
+  end
+end

enterprise/app/services/captain/tools/copilot/search_conversation_service.rb

@@ -0,0 +1,65 @@
+class Captain::Tools::Copilot::SearchConversationService < Captain::Tools::BaseService
+  def name
+    'search_conversation'
+  end
+
+  def description
+    'Search for conversations based on query parameters'
+  end
+
+  def parameters
+    {
+      type: 'object',
+      properties: {
+        account_id: {
+          type: 'string',
+          description: 'The ID of the account to search conversations in'
+        },
+        contact_id: {
+          type: 'string',
+          description: 'Filter conversations by contact ID'
+        },
+        status: {
+          type: 'string',
+          enum: %w[open resolved pending snoozed],
+          description: 'Filter conversations by status'
+        },
+        priority: {
+          type: 'string',
+          enum: %w[low medium high urgent],
+          description: 'Filter conversations by priority'
+        }
+      },
+      required: %w[account_id]
+    }
+  end
+
+  def execute(arguments)
+    account_id = arguments['account_id']
+    status = arguments['status']
+    contact_id = arguments['contact_id']
+    priority = arguments['priority']
+
+    Rails.logger.info do
+      "[CAPTAIN][SearchConversation] account_id: #{account_id}, status: #{status}, contact_id: #{contact_id}, priority: #{priority}"
+    end
+
+    return 'Missing required parameters' if account_id.blank?
+
+    conversations = Conversation.where(account_id: account_id)
+    conversations = conversations.where(contact_id: contact_id) if contact_id.present?
+    conversations = conversations.where(status: status) if status.present?
+    conversations = conversations.where(priority: priority) if priority.present?
+
+    return 'No conversations found' unless conversations.exists?
+
+    <<~RESPONSE
+      Total number of conversations: #{conversations.count}
+      #{
+        conversations.map do |conversation|
+          conversation.to_llm_text(include_contact_details: true)
+        end.join("\n---\n")
+      }
+    RESPONSE
+  end
+end