diff --git a/.github/workflows/tests.yml b/.github/workflows/tests.yml
index 4a6c8e4a..2efaad25 100644
--- a/.github/workflows/tests.yml
+++ b/.github/workflows/tests.yml
@@ -2,9 +2,9 @@ name: Tests
on:
push:
- branches: [ main, master, dev, re-org, production ]
+ branches: [ main, master, dev, server, re-org, production ]
pull_request:
- branches: [ main, master, dev, re-org, production ]
+ branches: [ main, master, dev, server, re-org, production ]
jobs:
test:
@@ -46,6 +46,7 @@ jobs:
run: |
cd "${{ github.workspace }}"
python -m pytest tests/test_memory_server.py \
+ tests/test_credit_system.py \
tests/test_auth_provider.py \
tests/test_queue.py \
tests/test_redis_integration.py -v
diff --git a/README.md b/README.md
index 590a28aa..4b272a9d 100755
--- a/README.md
+++ b/README.md
@@ -4,6 +4,15 @@
Your personal AI that builds memory through screen observation and natural conversation
+
+
+
+ Important Update: 0.1.4 (Main) vs 0.1.3 (Desktop Agent)
+ Starting with 0.1.4, the main branch is a brand-new release line where Mirix is a pure memory system that can be plugged into any existing agents. The desktop personal assistant (frontend + backend) has been deprecated and is no longer shipped on main. If you need the earlier desktop application with the built-in agent, use the desktop-agent branch.
+
+ {credits <= 0 ? 'Contact support for more credits' : 'Credits available for use'}
+
+
+
+
+
+
+ About Credits
+
+
+
+ 1 credit = $1. Costs are calculated based on model-specific token pricing.
+
+
+
+
+ );
+};
diff --git a/mirix/agent/__init__.py b/mirix/agent/__init__.py
index 44ad1a64..f6112b4a 100755
--- a/mirix/agent/__init__.py
+++ b/mirix/agent/__init__.py
@@ -27,7 +27,7 @@
"BackgroundAgent",
"CoreMemoryAgent",
"EpisodicMemoryAgent",
- "KnowledgeVaultAgent",
+ "KnowledgeMemoryAgent",
"MetaMemoryAgent",
"ProceduralMemoryAgent",
"ReflexionAgent",
@@ -39,7 +39,7 @@
from mirix.agent.background_agent import BackgroundAgent
from mirix.agent.core_memory_agent import CoreMemoryAgent
from mirix.agent.episodic_memory_agent import EpisodicMemoryAgent
-from mirix.agent.knowledge_vault_memory_agent import KnowledgeVaultAgent
+from mirix.agent.knowledge_memory_agent import KnowledgeMemoryAgent
from mirix.agent.meta_memory_agent import MetaMemoryAgent
from mirix.agent.procedural_memory_agent import ProceduralMemoryAgent
from mirix.agent.reflexion_agent import ReflexionAgent
diff --git a/mirix/agent/agent.py b/mirix/agent/agent.py
index 3b04db3a..314fe0b5 100644
--- a/mirix/agent/agent.py
+++ b/mirix/agent/agent.py
@@ -38,7 +38,6 @@
get_token_counts_for_messages,
is_context_overflow_error,
)
-from mirix.llm_api.llm_api_tools import create
from mirix.llm_api.llm_client import LLMClient
from mirix.log import get_logger
from mirix.memory import summarize_messages
@@ -69,12 +68,13 @@
from mirix.schemas.user import User
from mirix.services.agent_manager import AgentManager
from mirix.services.block_manager import BlockManager
+from mirix.services.client_manager import ClientManager
from mirix.services.episodic_memory_manager import EpisodicMemoryManager
from mirix.services.helpers.agent_manager_helper import (
check_supports_structured_output,
compile_memory_metadata_block,
)
-from mirix.services.knowledge_vault_manager import KnowledgeVaultManager
+from mirix.services.knowledge_memory_manager import KnowledgeMemoryManager
from mirix.services.message_manager import MessageManager
from mirix.services.procedural_memory_manager import ProceduralMemoryManager
from mirix.services.resource_memory_manager import ResourceMemoryManager
@@ -202,7 +202,7 @@ def __init__(
self.agent_manager = AgentManager()
# Interface must implement:
- # - internal_monologue
+ # - reasoning (native model thinking/reasoning content)
# - assistant_message
# - function_message
# ...
@@ -217,7 +217,7 @@ def __init__(
# Create the memory managers
self.episodic_memory_manager = EpisodicMemoryManager()
- self.knowledge_vault_manager = KnowledgeVaultManager()
+ self.knowledge_memory_manager = KnowledgeMemoryManager()
self.procedural_memory_manager = ProceduralMemoryManager()
self.resource_memory_manager = ResourceMemoryManager()
self.semantic_memory_manager = SemanticMemoryManager()
@@ -385,14 +385,11 @@ def execute_tool_and_persist_state(
Note: only some agent state modifications will be persisted, such as data in the AgentState ORM and block data
"""
+ # Core memory blocks are user-scoped (not agent-scoped)
self.agent_state.memory = Memory(
blocks=[
self.block_manager.get_block_by_id(block.id, user=self.user)
- for block in self.block_manager.get_blocks(
- user=self.user,
- agent_id=self.agent_state.id,
- auto_create_from_default=False # Don't auto-create here, only in step()
- )
+ for block in self.block_manager.get_blocks(user=self.user)
]
)
@@ -582,35 +579,22 @@ def _get_ai_reply(
try:
log_telemetry(self.logger, "_get_ai_reply create start")
- # New LLM client flow
- if active_llm_client and not stream:
- response = active_llm_client.send_llm_request(
- messages=message_sequence,
- tools=allowed_functions,
- stream=stream,
- force_tool_call=force_tool_call,
- get_input_data_for_debugging=get_input_data_for_debugging,
- existing_file_uris=existing_file_uris,
+ if not active_llm_client:
+ raise ValueError(
+ f"No LLM client available for model endpoint type: {self.agent_state.llm_config.model_endpoint_type}"
)
- if get_input_data_for_debugging:
- return response
+ response = active_llm_client.send_llm_request(
+ messages=message_sequence,
+ tools=allowed_functions,
+ stream=stream,
+ force_tool_call=force_tool_call,
+ get_input_data_for_debugging=get_input_data_for_debugging,
+ existing_file_uris=existing_file_uris,
+ )
- else:
- # Fallback to existing flow
- response = create(
- llm_config=self.agent_state.llm_config,
- messages=message_sequence,
- user_id=self.agent_state.created_by_id,
- functions=allowed_functions,
- # functions_python=self.functions_python, do we need this?
- function_call=function_call,
- first_message=first_message,
- force_tool_call=force_tool_call,
- stream=stream,
- stream_interface=self.interface,
- name=self.agent_state.name,
- )
+ if get_input_data_for_debugging:
+ return response
log_telemetry(self.logger, "_get_ai_reply create finish")
# These bottom two are retryable
@@ -787,7 +771,7 @@ def _handle_ai_response(
# TODO figure out a cleaner way to do this
response_message_id: Optional[str] = None,
force_response: bool = False,
- retrieved_memories: str = None,
+ retrieved_memories: Optional[dict] = None,
display_intermediate_message: Optional[Callable] = None,
request_user_confirmation: Optional[Callable] = None,
return_memory_types_without_update: bool = False,
@@ -803,6 +787,49 @@ def _handle_ai_response(
messages = [] # append these to the history when done
function_name = None
+ from mirix.services.queue_trace_context import get_agent_trace_id, get_queue_trace_id
+ from mirix.services.memory_agent_trace_manager import MemoryAgentTraceManager
+ from mirix.services.memory_agent_tool_call_trace_manager import (
+ MemoryAgentToolCallTraceManager,
+ )
+ from mirix.services.memory_queue_trace_manager import MemoryQueueTraceManager
+
+ agent_trace_id = get_agent_trace_id()
+ queue_trace_id = get_queue_trace_id()
+ agent_trace_manager = MemoryAgentTraceManager() if agent_trace_id else None
+ tool_call_trace_manager = (
+ MemoryAgentToolCallTraceManager() if agent_trace_id else None
+ )
+ queue_trace_manager = MemoryQueueTraceManager() if queue_trace_id else None
+
+ def _record_assistant_message(
+ response: ChatCompletionMessage,
+ ) -> None:
+ if not agent_trace_id or not agent_trace_manager:
+ return
+ tool_call_names = []
+ if response.tool_calls:
+ tool_call_names = [
+ call.function.name
+ for call in response.tool_calls
+ if call and call.function
+ ]
+ agent_trace_manager.append_assistant_message(
+ agent_trace_id,
+ content=response.content,
+ reasoning_content=response.reasoning_content,
+ tool_calls=tool_call_names,
+ actor=self.actor,
+ )
+ if queue_trace_id and queue_trace_manager:
+ from mirix.schemas.agent import AgentType
+
+ if self.agent_state.agent_type == AgentType.meta_memory_agent:
+ meta_output = response.content or response.reasoning_content
+ queue_trace_manager.set_meta_agent_output(
+ queue_trace_id, meta_output, actor=self.actor
+ )
+
# Step 2: check if LLM wanted to call a function
if response_message.function_call or (
response_message.tool_calls is not None
@@ -840,18 +867,32 @@ def _handle_ai_response(
) # extend conversation with assistant's reply
nonnull_content = False
+
+ # Check for native reasoning content from the model (o1/o3, Claude thinking, Gemini thinking)
+ if response_message.reasoning_content:
+ self.interface.reasoning(
+ response_message.reasoning_content, msg_obj=messages[-1]
+ )
+ printv(
+ f"[Mirix.Agent.{self.agent_state.name}] INFO: Model reasoning: {response_message.reasoning_content[:200]}..."
+ if len(response_message.reasoning_content) > 200
+ else f"[Mirix.Agent.{self.agent_state.name}] INFO: Model reasoning: {response_message.reasoning_content}"
+ )
+ nonnull_content = True
+
+ # Also display regular content (may contain additional thoughts)
if response_message.content:
- # The content if then internal monologue, not chat
- self.interface.internal_monologue(
+ # The content may contain reasoning/thinking when not using native reasoning
+ self.interface.reasoning(
response_message.content, msg_obj=messages[-1]
)
- # Log inner thoughts for debugging and analysis
printv(
- f"[Mirix.Agent.{self.agent_state.name}] INFO: Inner thoughts: {response_message.content}"
+ f"[Mirix.Agent.{self.agent_state.name}] INFO: Content: {response_message.content}"
)
- # Flag to avoid printing a duplicate if inner thoughts get popped from the function call
nonnull_content = True
+ _record_assistant_message(response_message)
+
# Step 3: Process each tool call
continue_chaining = True
overall_function_failed = False
@@ -878,6 +919,20 @@ def _handle_ai_response(
if not target_mirix_tool:
error_msg = f"No function named {function_name}"
+ if tool_call_trace_manager:
+ trace = tool_call_trace_manager.start_tool_call(
+ agent_trace_id,
+ function_name=function_name,
+ function_args={"raw": function_call.arguments},
+ tool_call_id=tool_call_id,
+ actor=self.actor,
+ )
+ tool_call_trace_manager.finish_tool_call(
+ trace.id,
+ success=False,
+ error_message=error_msg,
+ actor=self.actor,
+ )
function_response = package_function_response(False, error_msg)
messages.append(
Message.dict_to_message(
@@ -903,6 +958,20 @@ def _handle_ai_response(
function_args = parse_json(raw_function_args)
except Exception:
error_msg = f"Error parsing JSON for function '{function_name}' arguments: {function_call.arguments}"
+ if tool_call_trace_manager:
+ trace = tool_call_trace_manager.start_tool_call(
+ agent_trace_id,
+ function_name=function_name,
+ function_args={"raw": raw_function_args},
+ tool_call_id=tool_call_id,
+ actor=self.actor,
+ )
+ tool_call_trace_manager.finish_tool_call(
+ trace.id,
+ success=False,
+ error_message=error_msg,
+ actor=self.actor,
+ )
function_response = package_function_response(False, error_msg)
messages.append(
Message.dict_to_message(
@@ -922,6 +991,48 @@ def _handle_ai_response(
overall_function_failed = True
continue # Continue with next tool call
+ function_args_for_trace = copy.deepcopy(function_args)
+ if function_name == "trigger_memory_update":
+ memory_types = function_args.get("memory_types")
+ if agent_trace_manager and memory_types:
+ agent_trace_manager.set_triggered_memory_types(
+ agent_trace_id,
+ list(memory_types),
+ actor=self.actor,
+ )
+ if queue_trace_manager and memory_types:
+ queue_trace_manager.set_triggered_memory_types(
+ queue_trace_id,
+ list(memory_types),
+ actor=self.actor,
+ )
+ elif function_name == "trigger_memory_update_with_instruction":
+ memory_type = function_args.get("memory_type")
+ memory_types = [memory_type] if memory_type else None
+ if agent_trace_manager and memory_types:
+ agent_trace_manager.set_triggered_memory_types(
+ agent_trace_id,
+ memory_types,
+ actor=self.actor,
+ )
+ if queue_trace_manager and memory_types:
+ queue_trace_manager.set_triggered_memory_types(
+ queue_trace_id,
+ memory_types,
+ actor=self.actor,
+ )
+
+ tool_call_trace_id = None
+ if tool_call_trace_manager:
+ trace = tool_call_trace_manager.start_tool_call(
+ agent_trace_id,
+ function_name=function_name,
+ function_args=function_args_for_trace,
+ tool_call_id=tool_call_id,
+ actor=self.actor,
+ )
+ tool_call_trace_id = trace.id
+
if function_name == "trigger_memory_update":
function_args["user_message"] = {
"message": input_message,
@@ -938,13 +1049,13 @@ def _handle_ai_response(
"retrieved_memories": retrieved_memories,
}
- # The content if then internal monologue, not chat
+ # Display content as reasoning if not already shown
if response_message.content and not nonnull_content:
- self.interface.internal_monologue(
+ self.interface.reasoning(
response_message.content, msg_obj=messages[-1]
)
printv(
- f"[Mirix.Agent.{self.agent_state.name}] INFO: Inner thoughts (from function call): {response_message.content}"
+ f"[Mirix.Agent.{self.agent_state.name}] INFO: Content (with function call): {response_message.content}"
)
continue_chaining = True
@@ -958,10 +1069,12 @@ def _handle_ai_response(
try:
if display_intermediate_message:
- # send intermediate message to the user
- display_intermediate_message(
- "internal_monologue", response_message.content
+ # send intermediate message to the user with reasoning content
+ reasoning_to_send = (
+ response_message.reasoning_content
+ or response_message.content
)
+ display_intermediate_message("reasoning", reasoning_to_send)
function_response = self.execute_tool_and_persist_state(
function_name,
@@ -1029,6 +1142,13 @@ def _handle_ai_response(
)
function_response = package_function_response(False, error_msg)
self.last_function_response = function_response
+ if tool_call_trace_manager and tool_call_trace_id:
+ tool_call_trace_manager.finish_tool_call(
+ tool_call_trace_id,
+ success=False,
+ error_message=error_msg,
+ actor=self.actor,
+ )
# TODO: truncate error message somehow
messages.append(
Message.dict_to_message(
@@ -1056,6 +1176,13 @@ def _handle_ai_response(
function_response = package_function_response(
False, function_response_string
)
+ if tool_call_trace_manager and tool_call_trace_id:
+ tool_call_trace_manager.finish_tool_call(
+ tool_call_trace_id,
+ success=False,
+ error_message=function_response_string,
+ actor=self.actor,
+ )
# TODO: truncate error message somehow
messages.append(
Message.dict_to_message(
@@ -1080,6 +1207,13 @@ def _handle_ai_response(
# If no failures happened along the way: ...
# Step 5: send the info on the function call and function response to GPT
+ if tool_call_trace_manager and tool_call_trace_id:
+ tool_call_trace_manager.finish_tool_call(
+ tool_call_trace_id,
+ success=True,
+ response_text=function_response_string,
+ actor=self.actor,
+ )
messages.append(
Message.dict_to_message(
agent_id=self.agent_state.id,
@@ -1146,7 +1280,7 @@ def _handle_ai_response(
if self.agent_state.name == "episodic_memory_agent":
memory_item = self.episodic_memory_manager.get_most_recently_updated_event(
- actor=self.user,
+ user=self.user,
timezone_str=self.user.timezone,
)
if memory_item:
@@ -1242,9 +1376,9 @@ def _handle_ai_response(
)
memory_item_str = memory_item_str.strip()
- elif self.agent_state.name == "knowledge_vault_memory_agent":
+ elif self.agent_state.name == "knowledge_memory_agent":
memory_item = (
- self.knowledge_vault_manager.get_most_recently_updated_item(
+ self.knowledge_memory_manager.get_most_recently_updated_item(
actor=self.user,
timezone_str=self.user.timezone,
)
@@ -1255,13 +1389,13 @@ def _handle_ai_response(
"finish_memory_update" in executed_function_names
and memory_item is None
):
- memory_item_str = "No new knowledge vault items were added."
+ memory_item_str = "No new knowledge items were added."
if memory_item:
memory_item = memory_item[0]
memory_item_str = ""
memory_item_str += (
- "[Knowledge Vault ID]: " + memory_item.id + "\n"
+ "[Knowledge ID]: " + memory_item.id + "\n"
)
memory_item_str += (
"[Entry Type]: " + memory_item.entry_type + "\n"
@@ -1326,6 +1460,8 @@ def _handle_ai_response(
# create a new message for this:
if memory_item_str:
+ from mirix.services.user_manager import UserManager
+
if self.agent_state.name == "core_memory_agent":
message_content = (
"Current Full Core Memory:\n\n" + memory_item_str
@@ -1403,19 +1539,36 @@ def _handle_ai_response(
openai_message_dict=response_message.model_dump(),
)
) # extend conversation with assistant's reply
- self.interface.internal_monologue(
- response_message.content, msg_obj=messages[-1]
- )
- # Log inner thoughts for debugging and analysis
- printv(
- f"[Mirix.Agent.{self.agent_state.name}] INFO: Inner thoughts (no function call): {response_message.content}"
- )
+ # Check for native reasoning content first
+ if response_message.reasoning_content:
+ self.interface.reasoning(
+ response_message.reasoning_content, msg_obj=messages[-1]
+ )
+ printv(
+ f"[Mirix.Agent.{self.agent_state.name}] INFO: Model reasoning (no function call): {response_message.reasoning_content[:200]}..."
+ if len(response_message.reasoning_content) > 200
+ else f"[Mirix.Agent.{self.agent_state.name}] INFO: Model reasoning (no function call): {response_message.reasoning_content}"
+ )
+
+ # Also display regular content
+ if response_message.content:
+ self.interface.reasoning(
+ response_message.content, msg_obj=messages[-1]
+ )
+ printv(
+ f"[Mirix.Agent.{self.agent_state.name}] INFO: Content (no function call): {response_message.content}"
+ )
+
+ _record_assistant_message(response_message)
+
continue_chaining = True
function_failed = False
if display_intermediate_message:
- display_intermediate_message(
- "internal_monologue", response_message.content
+ # Send reasoning content if available, otherwise send regular content
+ reasoning_to_send = (
+ response_message.reasoning_content or response_message.content
)
+ display_intermediate_message("reasoning", reasoning_to_send)
# Update ToolRulesSolver state with last called function
if function_name is not None:
@@ -1455,35 +1608,120 @@ def step(
if user:
self.user = user
- # Only load blocks for core_memory_agent (other agent types don't use blocks)
+ # Load existing blocks for this user (blocks are user-scoped, not agent-scoped)
+ existing_blocks = self.block_manager.get_blocks(user=self.user)
+
+ # Special handling for core_memory_agent and meta_memory_agent (when using direct tools):
+ # Ensure required blocks exist - auto-create on first use for each user
from mirix.schemas.agent import AgentType
-
- if self.agent_state.agent_type == AgentType.core_memory_agent:
- # Load existing blocks for this user
- # Note: auto_create_from_default=True will create blocks if they don't exist
- existing_blocks = self.block_manager.get_blocks(
- user=self.user,
- agent_id=self.agent_state.id
- )
-
- # Special handling for core_memory_agent: ensure required blocks exist
- # This automatically creates blocks on first use for each user
- # NOTE: Block creation now happens automatically in BlockManager.get_blocks()
- # via the auto_create_from_default parameter, so no need for manual creation here
+
+ # Check if this is a meta_memory_agent with no children (using direct memory tools)
+ has_direct_memory_tools = (
+ self.agent_state.agent_type == AgentType.meta_memory_agent
+ and not self.agent_manager.list_agents(parent_id=self.agent_state.id, actor=self.actor)
+ )
+
+ logger.debug(
+ "Block loading: agent_type=%s, has_direct_memory_tools=%s, existing_blocks=%d, user_id=%s, agent_id=%s",
+ self.agent_state.agent_type,
+ has_direct_memory_tools,
+ len(existing_blocks),
+ user.id,
+ self.agent_state.id
+ )
+
+ if self.agent_state.agent_type == AgentType.core_memory_agent or has_direct_memory_tools:
- # Load blocks into memory for core_memory_agent
- self.agent_state.memory = Memory(
- blocks=[
- b
- for block in existing_blocks
- if (
- b := self.block_manager.get_block_by_id(
- block.id, user=self.user
+ if not existing_blocks:
+ # No blocks exist for this user - auto-create from admin user's template
+ logger.debug(
+ "Core memory blocks missing for user '%s', auto-creating from admin template.",
+ user.id,
+ )
+
+ # Find the admin user for this client
+ # 1. Get the current user's client_id
+ # 2. Find the admin user (is_admin=True) for that client
+ from mirix.services.user_manager import UserManager
+
+ user_manager = UserManager()
+ admin_user = None
+
+ assert user.client_id
+
+ # Find the admin user for this client
+ admin_user = user_manager.get_admin_user_for_client(user.client_id)
+ if admin_user:
+ logger.debug(
+ "Found admin user %s for client %s",
+ admin_user.id,
+ user.client_id
+ )
+
+ if not admin_user:
+ # Fallback: try to get the global admin user
+ logger.warning(
+ "No admin user found for client %s, falling back to global admin",
+ user.client_id
+ )
+ admin_user = user_manager.get_admin_user()
+
+ if admin_user and admin_user.id != user.id:
+ # Core memory blocks are user-scoped, not agent-scoped
+ template_blocks = self.block_manager.get_blocks(user=admin_user)
+
+ logger.debug(
+ "Template blocks lookup: admin_user_id=%s, client_id=%s, found=%d blocks",
+ admin_user.id,
+ admin_user.client_id,
+ len(template_blocks)
+ )
+
+ if template_blocks:
+ # Create blocks for this user using template
+ from mirix.schemas.block import Block
+
+ for template_block in template_blocks:
+ # Core memory blocks are user-scoped, not agent-scoped
+ self.block_manager.create_or_update_block(
+ block=Block(
+ label=template_block.label,
+ value=template_block.value,
+ limit=template_block.limit,
+ ),
+ actor=self.actor,
+ user=self.user,
+ agent_id=None, # User-scoped blocks
+ )
+ logger.info(
+ "✓ Auto-created '%s' block for user %s (template from admin: %s)",
+ template_block.label,
+ user.id,
+ admin_user.id,
+ )
+
+ # Reload blocks after creation (user-scoped)
+ existing_blocks = self.block_manager.get_blocks(user=self.user)
+ else:
+ logger.warning(
+ "No template blocks found for admin user %s. Cannot auto-create blocks for user %s.",
+ admin_user.id,
+ user.id,
)
+
+ # Load blocks into memory
+ self.agent_state.memory = Memory(
+ blocks=[
+ b
+ for block in existing_blocks
+ if (
+ b := self.block_manager.get_block_by_id(
+ block.id, user=self.user
)
- is not None
- ]
- )
+ )
+ is not None
+ ]
+ )
max_chaining_steps = max_chaining_steps or MAX_CHAINING_STEPS
@@ -1565,12 +1803,12 @@ def step(
kwargs["topics"] = topics
else:
printv(
- f"[Mirix.Agent.{self.agent_state.name}] WARNING: No topics extracted from screenshots"
+ f"[Mirix.Agent.{self.agent_state.name}] WARNING: No topics extracted from the input messages"
)
except Exception as e:
printv(
- f"[Mirix.Agent.{self.agent_state.name}] INFO: Error in extracting the topic from the screenshots: {e}"
+ f"[Mirix.Agent.{self.agent_state.name}] INFO: Error in extracting the topic from the input messages: {e}"
)
pass
@@ -1712,6 +1950,13 @@ def build_system_prompt_with_memories(
else:
embedded_text = None
+ # Extract fade_after_days from agent's memory_config
+ fade_after_days = None
+ if self.agent_state.memory_config:
+ decay_config = self.agent_state.memory_config.get("decay", {})
+ if decay_config:
+ fade_after_days = decay_config.get("fade_after_days")
+
# Retrieve core memory
if (
self.agent_state.agent_type == AgentType.core_memory_agent
@@ -1736,14 +1981,14 @@ def build_system_prompt_with_memories(
retrieved_memories["core"] = core_memory
if (
- self.agent_state.agent_type == AgentType.knowledge_vault_memory_agent
- or "knowledge_vault" not in retrieved_memories
+ self.agent_state.agent_type == AgentType.knowledge_memory_agent
+ or "knowledge" not in retrieved_memories
):
if (
- self.agent_state.agent_type == AgentType.knowledge_vault_memory_agent
+ self.agent_state.agent_type == AgentType.knowledge_memory_agent
or self.agent_state.agent_type == AgentType.reflexion_agent
):
- current_knowledge_vault = self.knowledge_vault_manager.list_knowledge(
+ current_knowledge = self.knowledge_memory_manager.list_knowledge(
agent_state=self.agent_state,
user=self.user,
embedded_text=embedded_text,
@@ -1752,9 +1997,10 @@ def build_system_prompt_with_memories(
search_method=search_method,
limit=MAX_RETRIEVAL_LIMIT_IN_SYSTEM,
timezone_str=timezone_str,
+ fade_after_days=fade_after_days,
)
else:
- current_knowledge_vault = self.knowledge_vault_manager.list_knowledge(
+ current_knowledge = self.knowledge_memory_manager.list_knowledge(
agent_state=self.agent_state,
user=self.user,
embedded_text=embedded_text,
@@ -1764,18 +2010,19 @@ def build_system_prompt_with_memories(
limit=MAX_RETRIEVAL_LIMIT_IN_SYSTEM,
timezone_str=timezone_str,
sensitivity=["low", "medium"],
+ fade_after_days=fade_after_days,
)
- knowledge_vault_memory = ""
- if len(current_knowledge_vault) > 0:
- for idx, knowledge_vault_item in enumerate(current_knowledge_vault):
- knowledge_vault_memory += f"[{idx}] Knowledge Vault Item ID: {knowledge_vault_item.id}; Caption: {knowledge_vault_item.caption}\n"
- retrieved_memories["knowledge_vault"] = {
- "total_number_of_items": self.knowledge_vault_manager.get_total_number_of_items(
+ knowledge_memory = ""
+ if len(current_knowledge) > 0:
+ for idx, knowledge_item in enumerate(current_knowledge):
+ knowledge_memory += f"[{idx}] Knowledge Item ID: {knowledge_item.id}; Caption: {knowledge_item.caption}\n"
+ retrieved_memories["knowledge"] = {
+ "total_number_of_items": self.knowledge_memory_manager.get_total_number_of_items(
user=self.user
),
- "current_count": len(current_knowledge_vault),
- "text": knowledge_vault_memory,
+ "current_count": len(current_knowledge),
+ "text": knowledge_memory,
}
# Retrieve episodic memory
@@ -1788,6 +2035,7 @@ def build_system_prompt_with_memories(
user=self.user,
limit=MAX_RETRIEVAL_LIMIT_IN_SYSTEM,
timezone_str=timezone_str,
+ fade_after_days=fade_after_days,
)
episodic_memory = ""
if len(current_episodic_memory) > 0:
@@ -1815,6 +2063,7 @@ def build_system_prompt_with_memories(
search_method=search_method,
limit=MAX_RETRIEVAL_LIMIT_IN_SYSTEM,
timezone_str=timezone_str,
+ fade_after_days=fade_after_days,
)
)
most_relevant_episodic_memory_str = ""
@@ -1855,6 +2104,7 @@ def build_system_prompt_with_memories(
search_method=search_method,
limit=MAX_RETRIEVAL_LIMIT_IN_SYSTEM,
timezone_str=timezone_str,
+ fade_after_days=fade_after_days,
)
resource_memory = ""
if len(current_resource_memory) > 0:
@@ -1889,6 +2139,7 @@ def build_system_prompt_with_memories(
search_method=search_method,
limit=MAX_RETRIEVAL_LIMIT_IN_SYSTEM,
timezone_str=timezone_str,
+ fade_after_days=fade_after_days,
)
procedural_memory = ""
if len(current_procedural_memory) > 0:
@@ -1923,6 +2174,7 @@ def build_system_prompt_with_memories(
search_method=search_method,
limit=MAX_RETRIEVAL_LIMIT_IN_SYSTEM,
timezone_str=timezone_str,
+ fade_after_days=fade_after_days,
)
semantic_memory = ""
if len(current_semantic_memory) > 0:
@@ -1982,7 +2234,7 @@ def build_system_prompt(self, retrieved_memories: dict) -> str:
resource_memory = retrieved_memories["resource"]
semantic_memory = retrieved_memories["semantic"]
procedural_memory = retrieved_memories["procedural"]
- knowledge_vault = retrieved_memories["knowledge_vault"]
+ knowledge = retrieved_memories["knowledge"]
system_prompt = template.format(
current_time=current_time,
@@ -2010,18 +2262,18 @@ def build_system_prompt(self, retrieved_memories: dict) -> str:
+ "\n\n"
)
- # Add knowledge vault with counts
- knowledge_vault_total = (
- knowledge_vault["total_number_of_items"] if knowledge_vault else 0
+ # Add knowledge with counts
+ knowledge_total = (
+ knowledge["total_number_of_items"] if knowledge else 0
)
- knowledge_vault_text = knowledge_vault["text"] if knowledge_vault else ""
- knowledge_vault_count = (
- knowledge_vault["current_count"] if knowledge_vault else 0
+ knowledge_text = knowledge["text"] if knowledge else ""
+ knowledge_count = (
+ knowledge["current_count"] if knowledge else 0
)
system_prompt += (
- f"\n ({knowledge_vault_count} out of {knowledge_vault_total} Items):\n"
- + (knowledge_vault_text if knowledge_vault_text else "Empty")
- + "\n\n"
+ f"\n ({knowledge_count} out of {knowledge_total} Items):\n"
+ + (knowledge_text if knowledge_text else "Empty")
+ + "\n\n"
)
# Add semantic memory with counts
@@ -2170,22 +2422,18 @@ def _extract_topics_from_messages(self, messages: List[Message]) -> Optional[str
llm_config=self.agent_state.llm_config,
)
- if llm_client:
- response = llm_client.send_llm_request(
- messages=temporary_messages,
- tools=functions,
- stream=False,
- force_tool_call="update_topic",
- )
- else:
- # Fallback to existing create function
- response = create(
- llm_config=self.agent_state.llm_config,
- messages=temporary_messages,
- functions=functions,
- force_tool_call="update_topic",
+ if not llm_client:
+ raise ValueError(
+ f"No LLM client available for model endpoint type: {self.agent_state.llm_config.model_endpoint_type}"
)
+ response = llm_client.send_llm_request(
+ messages=temporary_messages,
+ tools=functions,
+ stream=False,
+ force_tool_call="update_topic",
+ )
+
# Extract topics from the response
for choice in response.choices:
if (
@@ -2365,6 +2613,40 @@ def inner_step(
printv(
f"[Mirix.Agent.{self.agent_state.name}] INFO: AI response received - choices: {len(response.choices)}"
)
+
+ # Deduct credits based on model-specific token pricing
+ if response.usage and self.client_id:
+ try:
+ from mirix.pricing import calculate_cost
+
+ client_manager = ClientManager()
+
+ cached_tokens = response.usage.cached_tokens
+ non_cached_prompt_tokens = max(
+ response.usage.prompt_tokens - cached_tokens, 0
+ )
+
+ cost = calculate_cost(
+ model=self.model,
+ prompt_tokens=non_cached_prompt_tokens,
+ completion_tokens=response.usage.completion_tokens,
+ cached_tokens=cached_tokens,
+ )
+ client_manager.deduct_credits(self.client_id, cost)
+
+ usage_info = (
+ f"input: {non_cached_prompt_tokens}, output: {response.usage.completion_tokens}"
+ )
+ if cached_tokens > 0:
+ usage_info += f", cached: {cached_tokens}"
+ printv(
+ f"[Mirix.Agent.{self.agent_state.name}] INFO: Deducted ${cost:.6f} from client {self.client_id} "
+ f"(model: {self.model}, {usage_info})"
+ )
+ except Exception as e:
+ printv(
+ f"[Mirix.Agent.{self.agent_state.name}] WARNING: Failed to deduct credits: {e}"
+ )
for i, choice in enumerate(response.choices):
if choice.message.content:
printv(
diff --git a/mirix/agent/agent_configs.py b/mirix/agent/agent_configs.py
index 6d1ada78..ad1b4c9a 100644
--- a/mirix/agent/agent_configs.py
+++ b/mirix/agent/agent_configs.py
@@ -27,9 +27,9 @@
"include_base_tools": False,
},
{
- "name": "knowledge_vault_memory_agent",
- "agent_type": AgentType.knowledge_vault_memory_agent,
- "attr_name": "knowledge_vault_memory_agent_state",
+ "name": "knowledge_memory_agent",
+ "agent_type": AgentType.knowledge_memory_agent,
+ "attr_name": "knowledge_memory_agent_state",
"include_base_tools": False,
},
{
diff --git a/mirix/agent/agent_states.py b/mirix/agent/agent_states.py
index 1b39e12e..94dc38a2 100644
--- a/mirix/agent/agent_states.py
+++ b/mirix/agent/agent_states.py
@@ -8,7 +8,7 @@ def __init__(self):
self.agent_state = None
self.episodic_memory_agent_state = None
self.procedural_memory_agent_state = None
- self.knowledge_vault_memory_agent_state = None
+ self.knowledge_memory_agent_state = None
self.meta_memory_agent_state = None
self.semantic_memory_agent_state = None
self.core_memory_agent_state = None
@@ -36,7 +36,7 @@ def get_all_states(self):
"agent_state": self.agent_state,
"episodic_memory_agent_state": self.episodic_memory_agent_state,
"procedural_memory_agent_state": self.procedural_memory_agent_state,
- "knowledge_vault_memory_agent_state": self.knowledge_vault_memory_agent_state,
+ "knowledge_memory_agent_state": self.knowledge_memory_agent_state,
"meta_memory_agent_state": self.meta_memory_agent_state,
"semantic_memory_agent_state": self.semantic_memory_agent_state,
"core_memory_agent_state": self.core_memory_agent_state,
diff --git a/mirix/agent/background_agent.py b/mirix/agent/background_agent.py
index 2a9f2d79..b0840d31 100644
--- a/mirix/agent/background_agent.py
+++ b/mirix/agent/background_agent.py
@@ -1,4 +1,4 @@
-from mirix.agent import Agent
+from mirix.agent.agent import Agent
class BackgroundAgent(Agent):
diff --git a/mirix/agent/core_memory_agent.py b/mirix/agent/core_memory_agent.py
index f4eee237..4cb245a6 100755
--- a/mirix/agent/core_memory_agent.py
+++ b/mirix/agent/core_memory_agent.py
@@ -1,4 +1,4 @@
-from mirix.agent import Agent
+from mirix.agent.agent import Agent
class CoreMemoryAgent(Agent):
diff --git a/mirix/agent/episodic_memory_agent.py b/mirix/agent/episodic_memory_agent.py
index 143cee87..11e13873 100755
--- a/mirix/agent/episodic_memory_agent.py
+++ b/mirix/agent/episodic_memory_agent.py
@@ -1,4 +1,4 @@
-from mirix.agent import Agent
+from mirix.agent.agent import Agent
class EpisodicMemoryAgent(Agent):
diff --git a/mirix/agent/knowledge_vault_memory_agent.py b/mirix/agent/knowledge_memory_agent.py
similarity index 59%
rename from mirix/agent/knowledge_vault_memory_agent.py
rename to mirix/agent/knowledge_memory_agent.py
index 1b2e6a5e..dcc71191 100644
--- a/mirix/agent/knowledge_vault_memory_agent.py
+++ b/mirix/agent/knowledge_memory_agent.py
@@ -1,7 +1,7 @@
-from mirix.agent import Agent
+from mirix.agent.agent import Agent
-class KnowledgeVaultAgent(Agent):
+class KnowledgeMemoryAgent(Agent):
def __init__(self, **kwargs):
# load parent class init
super().__init__(**kwargs)
diff --git a/mirix/agent/message_queue.py b/mirix/agent/message_queue.py
index 480e8a6a..fd85a23e 100644
--- a/mirix/agent/message_queue.py
+++ b/mirix/agent/message_queue.py
@@ -95,7 +95,7 @@ def _get_agent_id_for_type(self, agent_states, agent_type):
"chat": "agent_state",
"episodic_memory": "episodic_memory_agent_state",
"procedural_memory": "procedural_memory_agent_state",
- "knowledge_vault": "knowledge_vault_memory_agent_state",
+ "knowledge": "knowledge_memory_agent_state",
"meta_memory": "meta_memory_agent_state",
"semantic_memory": "semantic_memory_agent_state",
"core_memory": "core_memory_agent_state",
diff --git a/mirix/agent/meta_agent.py b/mirix/agent/meta_agent.py
index f8e72eaa..44d6c043 100644
--- a/mirix/agent/meta_agent.py
+++ b/mirix/agent/meta_agent.py
@@ -2,7 +2,7 @@
MetaAgent: Orchestrates memory-related sub-agents for memory management operations.
This class manages all memory-related agents (episodic, procedural, semantic, core,
-resource, knowledge_vault, reflexion, background, meta_memory) and coordinates
+resource, knowledge, reflexion, background, meta_memory) and coordinates
memory operations across them. It does NOT include the chat_agent.
"""
@@ -19,6 +19,7 @@
from mirix.schemas.memory import Memory
from mirix.schemas.message import Message
from mirix.schemas.usage import MirixUsageStatistics
+from mirix.settings import settings
from mirix.utils import printv
if TYPE_CHECKING:
@@ -34,7 +35,7 @@ class MemoryAgentStates:
def __init__(self):
self.episodic_memory_agent_state: Optional[AgentState] = None
self.procedural_memory_agent_state: Optional[AgentState] = None
- self.knowledge_vault_memory_agent_state: Optional[AgentState] = None
+ self.knowledge_memory_agent_state: Optional[AgentState] = None
self.meta_memory_agent_state: Optional[AgentState] = None
self.semantic_memory_agent_state: Optional[AgentState] = None
self.core_memory_agent_state: Optional[AgentState] = None
@@ -61,7 +62,7 @@ def get_all_states(self) -> Dict[str, Optional[AgentState]]:
return {
"episodic_memory_agent_state": self.episodic_memory_agent_state,
"procedural_memory_agent_state": self.procedural_memory_agent_state,
- "knowledge_vault_memory_agent_state": self.knowledge_vault_memory_agent_state,
+ "knowledge_memory_agent_state": self.knowledge_memory_agent_state,
"meta_memory_agent_state": self.meta_memory_agent_state,
"semantic_memory_agent_state": self.semantic_memory_agent_state,
"core_memory_agent_state": self.core_memory_agent_state,
@@ -75,7 +76,7 @@ def get_all_agent_states_list(self) -> List[Optional[AgentState]]:
return [
self.episodic_memory_agent_state,
self.procedural_memory_agent_state,
- self.knowledge_vault_memory_agent_state,
+ self.knowledge_memory_agent_state,
self.meta_memory_agent_state,
self.semantic_memory_agent_state,
self.core_memory_agent_state,
@@ -100,9 +101,9 @@ def get_all_agent_states_list(self) -> List[Optional[AgentState]]:
"include_base_tools": False,
},
{
- "name": "knowledge_vault_memory_agent",
- "agent_type": AgentType.knowledge_vault_memory_agent,
- "attr_name": "knowledge_vault_memory_agent_state",
+ "name": "knowledge_memory_agent",
+ "agent_type": AgentType.knowledge_memory_agent,
+ "attr_name": "knowledge_memory_agent_state",
"include_base_tools": False,
},
{
@@ -152,7 +153,7 @@ class MetaAgent(BaseAgent):
memory management. It orchestrates operations across:
- Episodic Memory Agent
- Procedural Memory Agent
- - Knowledge Vault Agent
+ - Knowledge Agent
- Meta Memory Agent
- Semantic Memory Agent
- Core Memory Agent
@@ -212,7 +213,7 @@ def __init__(
llm_config = LLMConfig.default_config("gpt-4o-mini")
self.llm_config = llm_config
- if embedding_config is None:
+ if embedding_config is None and settings.build_embeddings_for_memory:
embedding_config = EmbeddingConfig.default_config("text-embedding-004")
self.embedding_config = embedding_config
@@ -262,8 +263,8 @@ def _load_existing_agents(self, existing_agents: List[AgentState]):
self.memory_agent_states.episodic_memory_agent_state = agent_state
elif agent_state.name == "procedural_memory_agent":
self.memory_agent_states.procedural_memory_agent_state = agent_state
- elif agent_state.name == "knowledge_vault_memory_agent":
- self.memory_agent_states.knowledge_vault_memory_agent_state = agent_state
+ elif agent_state.name == "knowledge_memory_agent":
+ self.memory_agent_states.knowledge_memory_agent_state = agent_state
elif agent_state.name == "meta_memory_agent":
self.memory_agent_states.meta_memory_agent_state = agent_state
elif agent_state.name == "semantic_memory_agent":
@@ -446,7 +447,7 @@ def send_message_to_agent(
agent_type_map = {
"episodic_memory_agent": "episodic_memory",
"procedural_memory_agent": "procedural_memory",
- "knowledge_vault_memory_agent": "knowledge_vault",
+ "knowledge_memory_agent": "knowledge",
"meta_memory_agent": "meta_memory",
"semantic_memory_agent": "semantic_memory",
"core_memory_agent": "core_memory",
diff --git a/mirix/agent/meta_memory_agent.py b/mirix/agent/meta_memory_agent.py
index 492c80ed..b0a323ac 100755
--- a/mirix/agent/meta_memory_agent.py
+++ b/mirix/agent/meta_memory_agent.py
@@ -1,4 +1,4 @@
-from mirix.agent import Agent
+from mirix.agent.agent import Agent
class MetaMemoryAgent(Agent):
diff --git a/mirix/agent/procedural_memory_agent.py b/mirix/agent/procedural_memory_agent.py
index e75aabd0..b4c17e13 100755
--- a/mirix/agent/procedural_memory_agent.py
+++ b/mirix/agent/procedural_memory_agent.py
@@ -1,4 +1,4 @@
-from mirix.agent import Agent
+from mirix.agent.agent import Agent
class ProceduralMemoryAgent(Agent):
diff --git a/mirix/agent/reflexion_agent.py b/mirix/agent/reflexion_agent.py
index cf66ca07..30289b54 100644
--- a/mirix/agent/reflexion_agent.py
+++ b/mirix/agent/reflexion_agent.py
@@ -1,4 +1,4 @@
-from mirix.agent import Agent
+from mirix.agent.agent import Agent
class ReflexionAgent(Agent):
diff --git a/mirix/agent/resource_memory_agent.py b/mirix/agent/resource_memory_agent.py
index 10b3db80..9147488d 100755
--- a/mirix/agent/resource_memory_agent.py
+++ b/mirix/agent/resource_memory_agent.py
@@ -1,4 +1,4 @@
-from mirix.agent import Agent
+from mirix.agent.agent import Agent
class ResourceMemoryAgent(Agent):
diff --git a/mirix/agent/semantic_memory_agent.py b/mirix/agent/semantic_memory_agent.py
index ba6d9e9c..53f1ea78 100755
--- a/mirix/agent/semantic_memory_agent.py
+++ b/mirix/agent/semantic_memory_agent.py
@@ -1,4 +1,4 @@
-from mirix.agent import Agent
+from mirix.agent.agent import Agent
class SemanticMemoryAgent(Agent):
diff --git a/mirix/agent/temporary_message_accumulator.py b/mirix/agent/temporary_message_accumulator.py
index c85a8330..c09b786a 100644
--- a/mirix/agent/temporary_message_accumulator.py
+++ b/mirix/agent/temporary_message_accumulator.py
@@ -516,9 +516,9 @@ def absorb_content_into_memory(
else:
# Add system instruction for meta memory manager
if user_message_added:
- system_message = "[System Message] As the meta memory manager, analyze the provided content and the conversations between the user and the chat agent. Based on what the user is doing, determine which memory should be updated (episodic, procedural, knowledge vault, semantic, core, and resource)."
+ system_message = "[System Message] As the meta memory manager, analyze the provided content and the conversations between the user and the chat agent. Based on what the user is doing, determine which memory should be updated (episodic, procedural, knowledge, semantic, core, and resource)."
else:
- system_message = "[System Message] As the meta memory manager, analyze the provided content. Based on the content, determine what memories need to be updated (episodic, procedural, knowledge vault, semantic, core, and resource)"
+ system_message = "[System Message] As the meta memory manager, analyze the provided content. Based on the content, determine what memories need to be updated (episodic, procedural, knowledge, semantic, core, and resource)"
message.append({"type": "text", "text": system_message})
@@ -549,7 +549,7 @@ def absorb_content_into_memory(
# 'chaining': CHAINING_FOR_MEMORY_UPDATE
# }
- # for agent_type in ['episodic_memory', 'procedural_memory', 'knowledge_vault',
+ # for agent_type in ['episodic_memory', 'procedural_memory', 'knowledge',
# 'semantic_memory', 'core_memory', 'resource_memory']:
# self.message_queue.send_message_in_queue(
# self.client,
@@ -744,7 +744,7 @@ def _send_to_memory_agents_separately(
memory_agent_types = [
"episodic_memory",
"procedural_memory",
- "knowledge_vault",
+ "knowledge",
"semantic_memory",
"core_memory",
"resource_memory",
diff --git a/mirix/client/remote_client.py b/mirix/client/remote_client.py
index cb557f13..bba09d90 100644
--- a/mirix/client/remote_client.py
+++ b/mirix/client/remote_client.py
@@ -150,40 +150,21 @@ def __init__(
self.timeout = timeout
self._known_users: Set[str] = set()
self.api_key = api_key or os.environ.get("MIRIX_API_KEY")
+ if not self.api_key:
+ raise ValueError(
+ "api_key is required; set MIRIX_API_KEY or pass api_key to MirixClient."
+ )
# Create session with retry logic
self.session = requests.Session()
- # If no api_key, check for client_id and org_id for backwards compatibility with older versions of the client
-
- #if not self.api_key:
- # raise ValueError("api_key is required; set MIRIX_API_KEY or pass api_key to MirixClient.")
-
- if self.api_key:
- # Set headers - API key identifies client and org
- self.session.headers.update({"X-API-Key": self.api_key})
- else:
- # Generate IDs if not provided
- # Using client_id and org_id for backwards compatibility with older versions of the client
- if not client_id:
- import uuid
-
- client_id = f"client-{uuid.uuid4().hex[:8]}"
-
- if not org_id:
- import uuid
-
- org_id = f"org-{uuid.uuid4().hex[:8]}"
+ # Set headers - API key identifies client and org
+ self.session.headers.update({"X-API-Key": self.api_key})
self.client_id = client_id
self.client_name = client_name or client_id
- self.session.headers.update({"X-Client-ID": self.client_id})
self.org_id = org_id
self.org_name = org_name or self.org_id
- self.session.headers.update({"X-Org-ID": self.org_id})
-
- # Create organization and client if they don't exist
- self._ensure_org_and_client_exist(headers=headers)
# Track initialized meta agent for this project
self._meta_agent: Optional[AgentState] = None
@@ -269,7 +250,7 @@ def create_or_get_user(
self,
user_id: Optional[str] = None,
user_name: Optional[str] = None,
- org_id: Optional[str] = None, # For backwards compatibility with older versions of the client
+ org_id: Optional[str] = None, # Deprecated: ignored (org resolved from API key)
headers: Optional[Dict[str, str]] = None,
) -> str:
"""
@@ -284,7 +265,7 @@ def create_or_get_user(
Args:
user_id: Optional user ID. If not provided, a random ID will be generated.
user_name: Optional user name. Defaults to user_id if not provided.
- org_id: Optional organization ID. Defaults to client's org_id if not provided. For backwards compatibility with older versions of the client.
+ org_id: Deprecated. Organization is resolved from the API key.
Returns:
str: The user_id (either existing or newly created)
@@ -315,18 +296,6 @@ def create_or_get_user(
"name": user_name,
}
- # Check if X-API-Key is set in headers
- has_api_key = False
- if headers and "X-API-Key" in headers:
- has_api_key = True
-
- # If no X-API-Key, include org_id in request data
- if not has_api_key:
- # Use passed in org_id, or fall back to self.org_id
- effective_org_id = org_id if org_id else getattr(self, 'org_id', None)
- if effective_org_id:
- request_data["org_id"] = effective_org_id
-
# Make API request
response = self._request(
"POST", "/users/create_or_get", json=request_data, headers=headers
@@ -585,7 +554,7 @@ def update_system_prompt(
Args:
agent_name: Name of the agent to update. Can be:
- Short name: "episodic", "semantic", "core", "procedural",
- "resource", "knowledge_vault", "reflexion", "meta_memory_agent"
+ "resource", "knowledge", "reflexion", "meta_memory_agent"
- Full name: "meta_memory_agent_episodic_memory_agent", etc.
system_prompt: The new system prompt text
headers: Optional HTTP headers
@@ -629,7 +598,7 @@ def update_system_prompt(
- "core" or "meta_memory_agent_core_memory_agent"
- "procedural" or "meta_memory_agent_procedural_memory_agent"
- "resource" or "meta_memory_agent_resource_memory_agent"
- - "knowledge_vault" or "meta_memory_agent_knowledge_vault_memory_agent"
+ - "knowledge" or "meta_memory_agent_knowledge_memory_agent"
- "reflexion" or "meta_memory_agent_reflexion_agent"
- "meta_memory_agent" (the parent meta agent)
"""
@@ -1290,8 +1259,8 @@ def initialize_meta_agent(
def add(
self,
- user_id: str,
messages: List[Dict[str, Any]],
+ user_id: Optional[str] = None,
chaining: bool = True,
verbose: bool = False,
filter_tags: Optional[Dict[str, Any]] = None,
@@ -1579,12 +1548,12 @@ def search(
user_id: User ID for the conversation
query: Search query
memory_type: Type of memory to search. Options: "episodic", "resource",
- "procedural", "knowledge_vault", "semantic", "all" (default: "all")
+ "procedural", "knowledge", "semantic", "all" (default: "all")
search_field: Field to search in. Options vary by memory type:
- episodic: "summary", "details"
- resource: "summary", "content"
- procedural: "summary", "steps"
- - knowledge_vault: "caption", "secret_value"
+ - knowledge: "caption", "secret_value"
- semantic: "name", "summary", "details"
- For "all": use "null" (default)
search_method: Search method. Options: "bm25" (default), "embedding"
@@ -1716,12 +1685,12 @@ def search_all_users(
Args:
query: Search query
memory_type: Type of memory to search. Options: "episodic", "resource",
- "procedural", "knowledge_vault", "semantic", "all" (default: "all")
+ "procedural", "knowledge", "semantic", "all" (default: "all")
search_field: Field to search in. Options vary by memory type:
- episodic: "summary", "details"
- resource: "summary", "content"
- procedural: "summary", "steps"
- - knowledge_vault: "caption", "secret_value"
+ - knowledge: "caption", "secret_value"
- semantic: "name", "summary", "details"
- For "all": use "null" (default)
search_method: Search method. Options: "bm25" (default), "embedding"
@@ -1806,12 +1775,9 @@ def search_all_users(
if client_id:
params["client_id"] = client_id
- # Add org_id if provided (used only if no client_id specified)
+ # Add org_id only if explicitly provided
if org_id:
params["org_id"] = org_id
- elif not client_id:
- # Use current client's org_id if neither client_id nor org_id provided
- params["org_id"] = self.org_id
# Add filter_tags if provided
if filter_tags:
diff --git a/mirix/configs/examples/mirix_azure.yaml b/mirix/configs/examples/mirix_azure.yaml
index 4f37efc2..f900f5da 100644
--- a/mirix/configs/examples/mirix_azure.yaml
+++ b/mirix/configs/examples/mirix_azure.yaml
@@ -11,6 +11,8 @@ llm_config:
context_window: 128000
# api_key: "your-azure-key" # Or use AZURE_OPENAI_API_KEY env var
+build_embeddings_for_memory: true
+
embedding_config:
embedding_model: "text-embedding-3-small"
embedding_endpoint_type: "azure_openai"
@@ -26,8 +28,18 @@ meta_agent_config:
- semantic_memory_agent
- episodic_memory_agent
- procedural_memory_agent
- - knowledge_vault_memory_agent
+ - knowledge_memory_agent
- meta_memory_agent
- reflexion_agent
- background_agent
+ memory:
+ core:
+ - label: "human"
+ value: ""
+ - label: "persona"
+ value: "I am a helpful assistant."
+ # Memory decay - controls automatic aging and cleanup
+ decay:
+ fade_after_days: 30 # Memories older than this become inactive (excluded from retrieval)
+ expire_after_days: 90 # Memories older than this are permanently deleted
diff --git a/mirix/configs/examples/mirix_claude.yaml b/mirix/configs/examples/mirix_claude.yaml
index e52033cd..0d1ce19a 100644
--- a/mirix/configs/examples/mirix_claude.yaml
+++ b/mirix/configs/examples/mirix_claude.yaml
@@ -8,6 +8,8 @@ llm_config:
context_window: 200000
# api_key: "your-anthropic-key" # Or use ANTHROPIC_API_KEY env var
+build_embeddings_for_memory: true
+
# Note: Anthropic doesn't provide embeddings, so we use OpenAI or Google
embedding_config:
embedding_model: "text-embedding-004"
@@ -21,8 +23,18 @@ meta_agent_config:
- semantic_memory_agent
- episodic_memory_agent
- procedural_memory_agent
- - knowledge_vault_memory_agent
+ - knowledge_memory_agent
- meta_memory_agent
- reflexion_agent
- background_agent
+ memory:
+ core:
+ - label: "human"
+ value: ""
+ - label: "persona"
+ value: "I am a helpful assistant."
+ # Memory decay - controls automatic aging and cleanup
+ decay:
+ fade_after_days: 30 # Memories older than this become inactive (excluded from retrieval)
+ expire_after_days: 90 # Memories older than this are permanently deleted
diff --git a/mirix/configs/examples/mirix_gemini.yaml b/mirix/configs/examples/mirix_gemini.yaml
index 659cf385..f2c4db7f 100644
--- a/mirix/configs/examples/mirix_gemini.yaml
+++ b/mirix/configs/examples/mirix_gemini.yaml
@@ -7,6 +7,8 @@ llm_config:
model_endpoint: "https://generativelanguage.googleapis.com"
context_window: 1000000
+build_embeddings_for_memory: true
+
embedding_config:
embedding_model: "text-embedding-004"
embedding_endpoint_type: "google_ai"
@@ -16,17 +18,22 @@ embedding_config:
meta_agent_config:
system_prompts_folder: mirix\prompts\system\base
agents:
- - core_memory_agent:
- blocks:
- - label: "human"
- value: ""
- - label: "persona"
- value: "I am a helpful assistant."
+ - core_memory_agent
- resource_memory_agent
- semantic_memory_agent
- episodic_memory_agent
- procedural_memory_agent
- - knowledge_vault_memory_agent
+ - knowledge_memory_agent
- reflexion_agent
- background_agent
+ memory:
+ core:
+ - label: "human"
+ value: ""
+ - label: "persona"
+ value: "I am a helpful assistant."
+ # Memory decay - controls automatic aging and cleanup
+ decay:
+ fade_after_days: 30 # Memories older than this become inactive (excluded from retrieval)
+ expire_after_days: 90 # Memories older than this are permanently deleted
diff --git a/mirix/configs/examples/mirix_gemini_single_agent.yaml b/mirix/configs/examples/mirix_gemini_single_agent.yaml
new file mode 100644
index 00000000..7ed0cd6a
--- /dev/null
+++ b/mirix/configs/examples/mirix_gemini_single_agent.yaml
@@ -0,0 +1,30 @@
+# Mirix Configuration - Google Gemini Setup
+# Configuration using Google's Gemini 2.0 Flash with large context window
+
+llm_config:
+ model: "gemini-2.0-flash"
+ model_endpoint_type: "google_ai"
+ model_endpoint: "https://generativelanguage.googleapis.com"
+ context_window: 1000000
+
+build_embeddings_for_memory: true
+
+embedding_config:
+ embedding_model: "text-embedding-004"
+ embedding_endpoint_type: "google_ai"
+ embedding_endpoint: "https://generativelanguage.googleapis.com"
+ embedding_dim: 768
+
+meta_agent_config:
+ system_prompts_folder: mirix\prompts\system\base
+ memory:
+ core:
+ - label: "human"
+ value: ""
+ - label: "persona"
+ value: "I am a helpful assistant."
+ # Memory decay - controls automatic aging and cleanup
+ decay:
+ fade_after_days: 30 # Memories older than this become inactive (excluded from retrieval)
+ expire_after_days: 90 # Memories older than this are permanently deleted
+
diff --git a/mirix/configs/examples/mirix_openai.yaml b/mirix/configs/examples/mirix_openai.yaml
index abf8ce26..1864e3cd 100644
--- a/mirix/configs/examples/mirix_openai.yaml
+++ b/mirix/configs/examples/mirix_openai.yaml
@@ -7,6 +7,8 @@ llm_config:
model_endpoint: "https://api.openai.com/v1"
context_window: 128000
+build_embeddings_for_memory: true
+
embedding_config:
embedding_model: "text-embedding-3-small"
embedding_endpoint: "https://api.openai.com/v1"
@@ -16,16 +18,21 @@ embedding_config:
meta_agent_config:
system_prompts_folder: mirix\prompts\system\base
agents:
- - core_memory_agent:
- blocks:
- - label: "human"
- value: ""
- - label: "persona"
- value: "I am a helpful assistant."
+ - core_memory_agent
- resource_memory_agent
- semantic_memory_agent
- episodic_memory_agent
- procedural_memory_agent
- - knowledge_vault_memory_agent
+ - knowledge_memory_agent
- reflexion_agent
- background_agent
+ memory:
+ core:
+ - label: "human"
+ value: ""
+ - label: "persona"
+ value: "I am a helpful assistant."
+ # Memory decay - controls automatic aging and cleanup
+ decay:
+ fade_after_days: 30 # Memories older than this become inactive (excluded from retrieval)
+ expire_after_days: 90 # Memories older than this are permanently deleted
diff --git a/mirix/configs/examples/mirix_openai_single_agent.yaml b/mirix/configs/examples/mirix_openai_single_agent.yaml
new file mode 100644
index 00000000..f601e0c2
--- /dev/null
+++ b/mirix/configs/examples/mirix_openai_single_agent.yaml
@@ -0,0 +1,29 @@
+# Mirix Configuration - OpenAI Setup
+# Simple configuration using OpenAI's GPT-4o-mini
+
+llm_config:
+ model: "gpt-4o-mini"
+ model_endpoint_type: "openai"
+ model_endpoint: "https://api.openai.com/v1"
+ context_window: 128000
+
+build_embeddings_for_memory: true
+
+embedding_config:
+ embedding_model: "text-embedding-3-small"
+ embedding_endpoint: "https://api.openai.com/v1"
+ embedding_endpoint_type: "openai"
+ embedding_dim: 1536
+
+meta_agent_config:
+ system_prompts_folder: mirix\prompts\system\base
+ memory:
+ core:
+ - label: "human"
+ value: ""
+ - label: "persona"
+ value: "I am a helpful assistant."
+ # Memory decay - controls automatic aging and cleanup
+ decay:
+ fade_after_days: 30 # Memories older than this become inactive (excluded from retrieval)
+ expire_after_days: 90 # Memories older than this are permanently deleted
diff --git a/mirix/configs/legacy_configs/mirix.yaml b/mirix/configs/legacy_configs/mirix.yaml
deleted file mode 100644
index e2b44fc5..00000000
--- a/mirix/configs/legacy_configs/mirix.yaml
+++ /dev/null
@@ -1,2 +0,0 @@
-agent_name: mirix
-model_name: gemini-2.5-flash-lite
diff --git a/mirix/configs/legacy_configs/mirix_azure_example.yaml b/mirix/configs/legacy_configs/mirix_azure_example.yaml
deleted file mode 100644
index ab38853c..00000000
--- a/mirix/configs/legacy_configs/mirix_azure_example.yaml
+++ /dev/null
@@ -1,7 +0,0 @@
-agent_name: mirix
-model_name: gpt-4.1-mini
-model_provider: azure_openai
-model_endpoint: https://your-resource.openai.azure.com/
-api_version: 2025-01-01-preview
-azure_deployment: gpt-4.1-mini
-# Optional: API key can be provided here or via environment variables/database
diff --git a/mirix/configs/legacy_configs/mirix_custom_model.yaml b/mirix/configs/legacy_configs/mirix_custom_model.yaml
deleted file mode 100644
index b55ae870..00000000
--- a/mirix/configs/legacy_configs/mirix_custom_model.yaml
+++ /dev/null
@@ -1,9 +0,0 @@
-agent_name: mirix
-model_name: qwen3-32b
-model_endpoint: http://localhost:47283/v1
-model_provider: local_server
-api_key: EMPTY
-generation_config:
- temperature: 0.6
- max_tokens: 4096
- context_window: 32768
\ No newline at end of file
diff --git a/mirix/configs/legacy_configs/mirix_custom_prompts.yaml b/mirix/configs/legacy_configs/mirix_custom_prompts.yaml
deleted file mode 100644
index 11e335a0..00000000
--- a/mirix/configs/legacy_configs/mirix_custom_prompts.yaml
+++ /dev/null
@@ -1,3 +0,0 @@
-agent_name: mirix
-model_name: gpt-4o-mini
-system_prompt_folder: "mirix/prompts/system/base" # Change it to your own system prompt folder
diff --git a/mirix/configs/legacy_configs/mirix_gemini.yaml b/mirix/configs/legacy_configs/mirix_gemini.yaml
deleted file mode 100644
index 9e8f8109..00000000
--- a/mirix/configs/legacy_configs/mirix_gemini.yaml
+++ /dev/null
@@ -1,2 +0,0 @@
-agent_name: mirix
-model_name: gemini-2.0-flash
diff --git a/mirix/configs/legacy_configs/mirix_gpt4.yaml b/mirix/configs/legacy_configs/mirix_gpt4.yaml
deleted file mode 100644
index fc8eec90..00000000
--- a/mirix/configs/legacy_configs/mirix_gpt4.yaml
+++ /dev/null
@@ -1,2 +0,0 @@
-agent_name: mirix
-model_name: gpt-4.1
diff --git a/mirix/configs/legacy_configs/mirix_gpt4o-mini.yaml b/mirix/configs/legacy_configs/mirix_gpt4o-mini.yaml
deleted file mode 100644
index 19880756..00000000
--- a/mirix/configs/legacy_configs/mirix_gpt4o-mini.yaml
+++ /dev/null
@@ -1,2 +0,0 @@
-agent_name: mirix
-model_name: gpt-4o-mini
diff --git a/mirix/configs/legacy_configs/mirix_monitor.yaml b/mirix/configs/legacy_configs/mirix_monitor.yaml
deleted file mode 100644
index 28012d41..00000000
--- a/mirix/configs/legacy_configs/mirix_monitor.yaml
+++ /dev/null
@@ -1,3 +0,0 @@
-agent_name: mirix
-model_name: gemini-2.0-flash
-is_screen_monitor: true
\ No newline at end of file
diff --git a/mirix/configs/mirix.yaml b/mirix/configs/mirix.yaml
index 2232905b..d86cb323 100644
--- a/mirix/configs/mirix.yaml
+++ b/mirix/configs/mirix.yaml
@@ -121,8 +121,16 @@ meta_agent_config:
- semantic_memory_agent # Handles conceptual and factual knowledge
- episodic_memory_agent # Stores event-based memories with time context
- procedural_memory_agent # Manages step-by-step procedures
- - knowledge_vault_memory_agent # Securely stores sensitive information
+ - knowledge_memory_agent # Securely stores sensitive information
- meta_memory_agent # Coordinates high-level memory operations
- reflexion_agent # Analyzes and optimizes memory organization
- background_agent # Performs ongoing memory maintenance tasks
+ # Memory configuration - defines core memory structure
+ # These blocks are created for the core_memory_agent
+ memory:
+ core:
+ - label: "human" # Information about the human/user
+ value: ""
+ - label: "persona" # Agent's persona/personality
+ value: "I am a helpful assistant."
diff --git a/mirix/constants.py b/mirix/constants.py
index d85563fc..a4c2afdc 100644
--- a/mirix/constants.py
+++ b/mirix/constants.py
@@ -101,7 +101,7 @@
# Base tools that cannot be edited, as they access agent state directly
# Note that we don't include "conversation_search_date" for now
BASE_TOOLS = [
- "send_intermediate_message",
+ # "send_intermediate_message",
"conversation_search",
"search_in_memory",
"list_memory_within_timerange",
@@ -116,7 +116,7 @@
]
PROCEDURAL_MEMORY_TOOLS = ["procedural_memory_insert", "procedural_memory_update"]
RESOURCE_MEMORY_TOOLS = ["resource_memory_insert", "resource_memory_update"]
-KNOWLEDGE_VAULT_TOOLS = ["knowledge_vault_insert", "knowledge_vault_update"]
+KNOWLEDGE_MEMORY_TOOLS = ["knowledge_insert", "knowledge_update"]
SEMANTIC_MEMORY_TOOLS = [
"semantic_memory_insert",
"semantic_memory_update",
@@ -125,7 +125,25 @@
CHAT_AGENT_TOOLS = []
EXTRAS_TOOLS = ["web_search", "fetch_and_read_pdf"]
MCP_TOOLS = []
+# META_MEMORY_TOOLS: When meta_memory_agent has child agents, use trigger_memory_update
+# When it has NO child agents (simplified mode), it gets direct memory tools for all types
META_MEMORY_TOOLS = ["trigger_memory_update"]
+META_MEMORY_TOOLS_DIRECT = [
+ # Core memory tools
+ "core_memory_append",
+ "core_memory_rewrite",
+ # Episodic memory tools (insert + merge)
+ "episodic_memory_insert",
+ "episodic_memory_merge",
+ # Semantic memory tools
+ "semantic_memory_insert",
+ # Procedural memory tools
+ "procedural_memory_insert",
+ # Knowledge tools
+ "knowledge_insert",
+ # Resource memory tools
+ "resource_memory_insert",
+]
SEARCH_MEMORY_TOOLS = ["search_in_memory", "list_memory_within_timerange"]
UNIVERSAL_MEMORY_TOOLS = [
"search_in_memory",
@@ -139,7 +157,7 @@
+ EPISODIC_MEMORY_TOOLS
+ PROCEDURAL_MEMORY_TOOLS
+ RESOURCE_MEMORY_TOOLS
- + KNOWLEDGE_VAULT_TOOLS
+ + KNOWLEDGE_MEMORY_TOOLS
+ SEMANTIC_MEMORY_TOOLS
+ META_MEMORY_TOOLS
+ UNIVERSAL_MEMORY_TOOLS
@@ -246,6 +264,3 @@
LOAD_IMAGE_CONTENT_FOR_LAST_MESSAGE_ONLY = os.getenv(
"LOAD_IMAGE_CONTENT_FOR_LAST_MESSAGE_ONLY", "false"
).lower() in ("true", "1", "yes")
-BUILD_EMBEDDINGS_FOR_MEMORY = os.getenv(
- "BUILD_EMBEDDINGS_FOR_MEMORY", "true"
-).lower() in ("true", "1", "yes")
diff --git a/mirix/database/redis_client.py b/mirix/database/redis_client.py
index bc997789..12849489 100644
--- a/mirix/database/redis_client.py
+++ b/mirix/database/redis_client.py
@@ -39,7 +39,7 @@ class RedisMemoryClient:
SEMANTIC_INDEX = "idx:semantic_memory"
PROCEDURAL_INDEX = "idx:procedural_memory"
RESOURCE_INDEX = "idx:resource_memory"
- KNOWLEDGE_INDEX = "idx:knowledge_vault"
+ KNOWLEDGE_INDEX = "idx:knowledge"
ORGANIZATION_INDEX = "idx:organizations"
USER_INDEX = "idx:users"
AGENT_INDEX = "idx:agents"
@@ -825,7 +825,7 @@ def _create_resource_index(self) -> None:
logger.warning("Failed to create resource index: %s", e)
def _create_knowledge_index(self) -> None:
- """Create JSON-based index for knowledge vault with 1 VECTOR field."""
+ """Create JSON-based index for knowledge with 1 VECTOR field."""
try:
from redis.commands.search.field import TextField, NumericField, TagField, VectorField
from redis.commands.search.index_definition import IndexDefinition, IndexType
diff --git a/mirix/database/redis_client.py.backup b/mirix/database/redis_client.py.backup
index 201cb34c..ef602e96 100644
--- a/mirix/database/redis_client.py.backup
+++ b/mirix/database/redis_client.py.backup
@@ -39,7 +39,7 @@ class RedisMemoryClient:
SEMANTIC_INDEX = "idx:semantic_memory"
PROCEDURAL_INDEX = "idx:procedural_memory"
RESOURCE_INDEX = "idx:resource_memory"
- KNOWLEDGE_INDEX = "idx:knowledge_vault"
+ KNOWLEDGE_INDEX = "idx:knowledge"
ORGANIZATION_INDEX = "idx:organizations"
USER_INDEX = "idx:users"
AGENT_INDEX = "idx:agents"
@@ -825,7 +825,7 @@ class RedisMemoryClient:
logger.warning("Failed to create resource index: %s", e)
def _create_knowledge_index(self) -> None:
- """Create JSON-based index for knowledge vault with 1 VECTOR field."""
+ """Create JSON-based index for knowledge with 1 VECTOR field."""
try:
from redis.commands.search.field import TextField, NumericField, TagField, VectorField
from redis.commands.search.index_definition import IndexDefinition, IndexType
diff --git a/mirix/database/schema_extractor.py b/mirix/database/schema_extractor.py
index 00d00b5e..298949c5 100644
--- a/mirix/database/schema_extractor.py
+++ b/mirix/database/schema_extractor.py
@@ -210,8 +210,8 @@ def get_basic_schema():
FOREIGN KEY (organization_id) REFERENCES organizations(id)
);
--- Knowledge vault table
-CREATE TABLE knowledge_vault (
+-- Knowledge table
+CREATE TABLE knowledge (
id VARCHAR PRIMARY KEY,
organization_id VARCHAR NOT NULL,
entry_type VARCHAR NOT NULL,
@@ -317,7 +317,7 @@ def get_basic_schema():
CREATE INDEX idx_episodic_memory_organization ON episodic_memory(organization_id);
CREATE INDEX idx_procedural_memory_organization ON procedural_memory(organization_id);
CREATE INDEX idx_resource_memory_organization ON resource_memory(organization_id);
-CREATE INDEX idx_knowledge_vault_organization ON knowledge_vault(organization_id);
+CREATE INDEX idx_knowledge_organization ON knowledge(organization_id);
CREATE INDEX idx_files_organization ON files(organization_id);
-- Insert default organization if not exists
diff --git a/mirix/embeddings.py b/mirix/embeddings.py
index 0204aa2a..91a0367e 100755
--- a/mirix/embeddings.py
+++ b/mirix/embeddings.py
@@ -273,9 +273,13 @@ def embedding_model(config: EmbeddingConfig, user_id: Optional[uuid.UUID] = None
if endpoint_type == "openai":
from mirix.services.provider_manager import ProviderManager
- # Check for database-stored API key first, fall back to model_settings
- override_key = ProviderManager().get_openai_override_key()
- api_key = override_key if override_key else model_settings.openai_api_key
+ custom_api_key = getattr(config, "api_key", None)
+ if custom_api_key:
+ api_key = custom_api_key
+ else:
+ # Check for database-stored API key first, fall back to model_settings
+ override_key = ProviderManager().get_openai_override_key()
+ api_key = override_key if override_key else model_settings.openai_api_key
# Use direct OpenAI SDK if auth_provider is configured
if hasattr(config, "auth_provider") and config.auth_provider:
@@ -303,10 +307,13 @@ def embedding_model(config: EmbeddingConfig, user_id: Optional[uuid.UUID] = None
from mirix.services.provider_manager import ProviderManager
- # Check for database-stored API key first, fall back to model_settings
-
- override_key = ProviderManager().get_gemini_override_key()
- api_key = override_key if override_key else model_settings.gemini_api_key
+ custom_api_key = getattr(config, "api_key", None)
+ if custom_api_key:
+ api_key = custom_api_key
+ else:
+ # Check for database-stored API key first, fall back to model_settings
+ override_key = ProviderManager().get_gemini_override_key()
+ api_key = override_key if override_key else model_settings.gemini_api_key
model = GoogleGenAIEmbedding(
model_name=config.embedding_model,
@@ -316,11 +323,14 @@ def embedding_model(config: EmbeddingConfig, user_id: Optional[uuid.UUID] = None
return model
elif endpoint_type == "azure":
+ api_key = getattr(config, "api_key", None) or model_settings.azure_api_key
+ api_endpoint = config.azure_endpoint or model_settings.azure_base_url
+ api_version = config.azure_version or model_settings.azure_api_version
assert all(
[
- model_settings.azure_api_key is not None,
- model_settings.azure_base_url is not None,
- model_settings.azure_api_version is not None,
+ api_key is not None,
+ api_endpoint is not None,
+ api_version is not None,
]
)
# from llama_index.embeddings.azure_openai import AzureOpenAIEmbedding
@@ -337,9 +347,9 @@ def embedding_model(config: EmbeddingConfig, user_id: Optional[uuid.UUID] = None
# )
return AzureOpenAIEmbedding(
- api_endpoint=model_settings.azure_base_url,
- api_key=model_settings.azure_api_key,
- api_version=model_settings.azure_api_version,
+ api_endpoint=api_endpoint,
+ api_key=api_key,
+ api_version=api_version,
model=config.embedding_model,
)
diff --git a/mirix/errors.py b/mirix/errors.py
index 63865ef5..7c87ab9f 100755
--- a/mirix/errors.py
+++ b/mirix/errors.py
@@ -14,6 +14,10 @@ class ErrorCode(Enum):
INTERNAL_SERVER_ERROR = "INTERNAL_SERVER_ERROR"
CONTEXT_WINDOW_EXCEEDED = "CONTEXT_WINDOW_EXCEEDED"
RATE_LIMIT_EXCEEDED = "RATE_LIMIT_EXCEEDED"
+ INVALID_ARGUMENT = "INVALID_ARGUMENT"
+ UNAUTHENTICATED = "UNAUTHENTICATED"
+ PERMISSION_DENIED = "PERMISSION_DENIED"
+ NOT_FOUND = "NOT_FOUND"
class MirixError(Exception):
diff --git a/mirix/functions/function_sets/base.py b/mirix/functions/function_sets/base.py
index c0ba4f01..3420d2d8 100644
--- a/mirix/functions/function_sets/base.py
+++ b/mirix/functions/function_sets/base.py
@@ -96,17 +96,20 @@ def search_in_memory(
search_field: str,
search_method: str,
timezone_str: str,
+ include_faded: bool = False,
) -> Optional[str]:
"""
Choose which memory to search. All memory types support multiple search methods with different performance characteristics. Most of the time, you should use search over 'details' for episodic memory and semantic memory, 'content' for resource memory (but for resource memory, `embedding` is not supported for content field so you have to use other search methods), 'description' for procedural memory. This is because these fields have the richest information and is more likely to contain the keywords/query. You can always start from a thorough search over the whole memory by setting memory_type as 'all' and search_field as 'null', and then narrow down to specific fields and specific memories.
Args:
- memory_type: The type of memory to search in. It should be chosen from the following: "episodic", "resource", "procedural", "knowledge_vault", "semantic", "all". Here "all" means searching in all the memories.
+ memory_type: The type of memory to search in. It should be chosen from the following: "episodic", "resource", "procedural", "knowledge", "semantic", "all". Here "all" means searching in all the memories.
query: The keywords/query used to search in the memory.
- search_field: The field to search in the memory. It should be chosen from the attributes of the corresponding memory. For "episodic" memory, it can be 'summary', 'details'; for "resource" memory, it can be 'summary', 'content'; for "procedural" memory, it can be 'summary', 'steps'; for "knowledge_vault", it can be 'secret_value', 'caption'; for semantic memory, it can be 'name', 'summary', 'details'. For "all", it should also be "null" as the system will search all memories with default fields.
+ search_field: The field to search in the memory. It should be chosen from the attributes of the corresponding memory. For "episodic" memory, it can be 'summary', 'details'; for "resource" memory, it can be 'summary', 'content'; for "procedural" memory, it can be 'summary', 'steps'; for "knowledge", it can be 'secret_value', 'caption'; for semantic memory, it can be 'name', 'summary', 'details'. For "all", it should also be "null" as the system will search all memories with default fields.
search_method: The method to search in the memory. Choose from:
- 'bm25': BM25 ranking-based full-text search (fast and effective for keyword-based searches)
- 'embedding': Vector similarity search using embeddings (most powerful, good for conceptual matches)
+ include_faded: If True, include faded (old) memories in search results. Default is False to exclude
+ memories older than the configured fade_after_days.
Returns:
str: Query result string
@@ -121,12 +124,12 @@ def search_in_memory(
"embedding is not supported for resource memory's 'content' field."
)
if (
- memory_type == "knowledge_vault"
+ memory_type == "knowledge"
and search_field == "secret_value"
and search_method == "embedding"
):
raise ValueError(
- "embedding is not supported for knowledge_vault memory's 'secret_value' field."
+ "embedding is not supported for knowledge memory's 'secret_value' field."
)
if memory_type == "all":
@@ -138,15 +141,24 @@ def search_in_memory(
self.agent_state.memory.list_block_labels()
)
+ # Extract fade_after_days from agent's memory_config
+ fade_after_days = None
+ if hasattr(self, "agent_state") and self.agent_state.memory_config:
+ decay_config = self.agent_state.memory_config.get("decay", {})
+ if decay_config:
+ fade_after_days = decay_config.get("fade_after_days")
+
if memory_type == "episodic" or memory_type == "all":
episodic_memory = self.episodic_memory_manager.list_episodic_memory(
- actor=self.user,
agent_state=self.agent_state,
+ user=self.user,
query=query,
search_field=search_field if search_field != "null" else "summary",
search_method=search_method,
limit=10,
timezone_str=timezone_str,
+ include_faded=include_faded,
+ fade_after_days=fade_after_days,
)
formatted_results_from_episodic = [
{
@@ -165,8 +177,8 @@ def search_in_memory(
if memory_type == "resource" or memory_type == "all":
resource_memories = self.resource_memory_manager.list_resources(
- actor=self.user,
agent_state=self.agent_state,
+ user=self.user,
query=query,
search_field=search_field
if search_field != "null"
@@ -174,6 +186,8 @@ def search_in_memory(
search_method=search_method,
limit=10,
timezone_str=timezone_str,
+ include_faded=include_faded,
+ fade_after_days=fade_after_days,
)
formatted_results_resource = [
{
@@ -190,13 +204,15 @@ def search_in_memory(
if memory_type == "procedural" or memory_type == "all":
procedural_memories = self.procedural_memory_manager.list_procedures(
- actor=self.user,
agent_state=self.agent_state,
+ user=self.user,
query=query,
search_field=search_field if search_field != "null" else "summary",
search_method=search_method,
limit=10,
timezone_str=timezone_str,
+ include_faded=include_faded,
+ fade_after_days=fade_after_days,
)
formatted_results_procedural = [
{
@@ -211,19 +227,21 @@ def search_in_memory(
if memory_type == "procedural":
return formatted_results_procedural, len(formatted_results_procedural)
- if memory_type == "knowledge_vault" or memory_type == "all":
- knowledge_vault_memories = self.knowledge_vault_manager.list_knowledge(
- actor=self.user,
+ if memory_type == "knowledge" or memory_type == "all":
+ knowledge_memories = self.knowledge_memory_manager.list_knowledge(
agent_state=self.agent_state,
+ user=self.user,
query=query,
search_field=search_field if search_field != "null" else "caption",
search_method=search_method,
limit=10,
timezone_str=timezone_str,
+ include_faded=include_faded,
+ fade_after_days=fade_after_days,
)
- formatted_results_knowledge_vault = [
+ formatted_results_knowledge = [
{
- "memory_type": "knowledge_vault",
+ "memory_type": "knowledge",
"id": x.id,
"entry_type": x.entry_type,
"source": x.source,
@@ -231,22 +249,24 @@ def search_in_memory(
"secret_value": x.secret_value,
"caption": x.caption,
}
- for x in knowledge_vault_memories
+ for x in knowledge_memories
]
- if memory_type == "knowledge_vault":
- return formatted_results_knowledge_vault, len(
- formatted_results_knowledge_vault
+ if memory_type == "knowledge":
+ return formatted_results_knowledge, len(
+ formatted_results_knowledge
)
if memory_type == "semantic" or memory_type == "all":
semantic_memories = self.semantic_memory_manager.list_semantic_items(
- actor=self.user,
agent_state=self.agent_state,
+ user=self.user,
query=query,
search_field=search_field if search_field != "null" else "summary",
search_method=search_method,
limit=10,
timezone_str=timezone_str,
+ include_faded=include_faded,
+ fade_after_days=fade_after_days,
)
# title, summary, details, source
formatted_results_semantic = [
@@ -265,18 +285,18 @@ def search_in_memory(
else:
raise ValueError(
- f"Memory type '{memory_type}' is not supported. Please choose from 'episodic', 'resource', 'procedural', 'knowledge_vault', 'semantic'."
+ f"Memory type '{memory_type}' is not supported. Please choose from 'episodic', 'resource', 'procedural', 'knowledge', 'semantic'."
)
return (
formatted_results_from_episodic
+ formatted_results_resource
+ formatted_results_procedural
- + formatted_results_knowledge_vault
+ + formatted_results_knowledge
+ formatted_results_semantic,
len(formatted_results_from_episodic)
+ len(formatted_results_resource)
+ len(formatted_results_procedural)
- + len(formatted_results_knowledge_vault)
+ + len(formatted_results_knowledge)
+ len(formatted_results_semantic),
)
@@ -287,7 +307,7 @@ def list_memory_within_timerange(
"""
List memories around a specific timestamp
Args:
- memory_type (str): The type of memory to search in. It should be chosen from the following: "episodic", "resource", "procedural", "knowledge_vault", "semantic", "all". Here "all" means searching in all the memories.
+ memory_type (str): The type of memory to search in. It should be chosen from the following: "episodic", "resource", "procedural", "knowledge", "semantic", "all". Here "all" means searching in all the memories.
start_time (str): The start time of the time range. It has to be in the form of "%Y-%m-%d %H:%M:%S"
end_time (str): The end time of the time range. It has to be in the form of "%Y-%m-%d %H:%M:%S"
"""
diff --git a/mirix/functions/function_sets/memory_tools.py b/mirix/functions/function_sets/memory_tools.py
index a59f76b3..ff30f6b0 100644
--- a/mirix/functions/function_sets/memory_tools.py
+++ b/mirix/functions/function_sets/memory_tools.py
@@ -6,7 +6,7 @@
from mirix.agent import Agent, AgentState
from mirix.schemas.episodic_memory import EpisodicEventForLLM
-from mirix.schemas.knowledge_vault import KnowledgeVaultItemBase
+from mirix.schemas.knowledge import KnowledgeItemBase
from mirix.schemas.mirix_message_content import TextContent
from mirix.schemas.procedural_memory import ProceduralMemoryItemBase
from mirix.schemas.resource_memory import ResourceMemoryItemBase
@@ -205,16 +205,19 @@ def episodic_memory_replace(
filter_tags = getattr(self, 'filter_tags', None)
use_cache = getattr(self, 'use_cache', True)
client_id = getattr(self, 'client_id', None)
- user_id = getattr(self, 'user_id', None)
occurred_at_override = getattr(self, 'occurred_at', None) # Optional timestamp override from API
+ user_id = self.user_id
+ valid_event_ids = []
for event_id in event_ids:
- # It will raise an error if the event_id is not found in the episodic memory.
- self.episodic_memory_manager.get_episodic_memory_by_id(
- event_id, actor=self.actor
+ # Check if the event exists and is accessible
+ event = self.episodic_memory_manager.get_episodic_memory_by_id(
+ event_id, actor=self.actor, user_id=user_id
)
+ if event is not None:
+ valid_event_ids.append(event_id)
- for event_id in event_ids:
+ for event_id in valid_event_ids:
self.episodic_memory_manager.delete_event_by_id(event_id, actor=self.actor)
for new_item in new_items:
@@ -256,7 +259,7 @@ def check_episodic_memory(
"""
episodic_memory = [
self.episodic_memory_manager.get_episodic_memory_by_id(
- event_id, timezone_str=timezone_str, actor=self.actor
+ event_id, timezone_str=timezone_str, actor=self.actor, user_id=self.user_id
)
for event_id in event_ids
]
@@ -271,6 +274,7 @@ def check_episodic_memory(
"details": x.details,
}
for x in episodic_memory
+ if x is not None
]
return formatted_results
@@ -682,12 +686,12 @@ def semantic_memory_update(
return message_to_return
-def knowledge_vault_insert(self: "Agent", items: List[KnowledgeVaultItemBase]):
+def knowledge_insert(self: "Agent", items: List[KnowledgeItemBase]):
"""
- The tool to update knowledge vault.
+ The tool to update knowledge.
Args:
- items (array): List of knowledge vault items to insert.
+ items (array): List of knowledge items to insert.
Returns:
Optional[str]: Message about insertion results including any duplicates detected.
@@ -709,8 +713,8 @@ def knowledge_vault_insert(self: "Agent", items: List[KnowledgeVaultItemBase]):
skipped_captions = []
for item in items:
- # Check for existing similar knowledge vault items (by caption, source, and filter_tags)
- existing_items = self.knowledge_vault_manager.list_knowledge(
+ # Check for existing similar knowledge items (by caption, source, and filter_tags)
+ existing_items = self.knowledge_memory_manager.list_knowledge(
agent_state=self.agent_state,
user=self.user, # User for read operations (data filtering)
query="", # Get all items
@@ -719,7 +723,7 @@ def knowledge_vault_insert(self: "Agent", items: List[KnowledgeVaultItemBase]):
use_cache=use_cache,
)
- # Check if this knowledge vault item already exists
+ # Check if this knowledge item already exists
is_duplicate = False
for existing in existing_items:
if (existing.caption == item["caption"] and
@@ -731,7 +735,7 @@ def knowledge_vault_insert(self: "Agent", items: List[KnowledgeVaultItemBase]):
break
if not is_duplicate:
- self.knowledge_vault_manager.insert_knowledge(
+ self.knowledge_memory_manager.insert_knowledge(
actor=self.actor,
agent_state=self.agent_state,
agent_id=agent_id,
@@ -752,22 +756,22 @@ def knowledge_vault_insert(self: "Agent", items: List[KnowledgeVaultItemBase]):
skipped_list = ", ".join(f"'{c}'" for c in skipped_captions[:3])
if len(skipped_captions) > 3:
skipped_list += f" and {len(skipped_captions) - 3} more"
- return f"Inserted {inserted_count} new knowledge vault item(s). Skipped {skipped_count} duplicate(s): {skipped_list}."
+ return f"Inserted {inserted_count} new knowledge item(s). Skipped {skipped_count} duplicate(s): {skipped_list}."
elif inserted_count > 0:
- return f"Successfully inserted {inserted_count} new knowledge vault item(s)."
+ return f"Successfully inserted {inserted_count} new knowledge item(s)."
else:
- return "No knowledge vault items were inserted."
+ return "No knowledge items were inserted."
-def knowledge_vault_update(
- self: "Agent", old_ids: List[str], new_items: List[KnowledgeVaultItemBase]
+def knowledge_update(
+ self: "Agent", old_ids: List[str], new_items: List[KnowledgeItemBase]
):
"""
- The tool to update/delete items in the knowledge vault. To update the knowledge_vault, set the old_ids to be the ids of the items that needs to be updated and new_items as the updated items. Note that the number of new items does not need to be the same as the number of old ids as it is not a one-to-one mapping. To delete the memory, set the old_ids to be the ids of the items that needs to be deleted and new_items as an empty list.
+ The tool to update/delete items in the knowledge. To update the knowledge, set the old_ids to be the ids of the items that needs to be updated and new_items as the updated items. Note that the number of new items does not need to be the same as the number of old ids as it is not a one-to-one mapping. To delete the memory, set the old_ids to be the ids of the items that needs to be deleted and new_items as an empty list.
Args:
old_ids (array): List of ids of the items to be deleted (or updated).
- new_items (array): List of new knowledge vault items to insert. If this is an empty list, then it means that the items are being deleted.
+ new_items (array): List of new knowledge items to insert. If this is an empty list, then it means that the items are being deleted.
Returns:
Optional[str]: None is always returned as this function does not produce a response
@@ -785,12 +789,12 @@ def knowledge_vault_update(
user_id = getattr(self, 'user_id', None)
for old_id in old_ids:
- self.knowledge_vault_manager.delete_knowledge_by_id(
- knowledge_vault_item_id=old_id, actor=self.actor
+ self.knowledge_memory_manager.delete_knowledge_by_id(
+ knowledge_item_id=old_id, actor=self.actor
)
for item in new_items:
- self.knowledge_vault_manager.insert_knowledge(
+ self.knowledge_memory_manager.insert_knowledge(
actor=self.actor,
agent_state=self.agent_state,
agent_id=agent_id,
@@ -814,13 +818,18 @@ def trigger_memory_update_with_instruction(
Args:
instruction (str): The instruction to the memory agent.
- memory_type (str): The type of memory to update. It should be chosen from the following: "core", "episodic", "resource", "procedural", "knowledge_vault", "semantic". For instance, ['episodic', 'resource'].
+ memory_type (str): The type of memory to update. It should be chosen from the following: "core", "episodic", "resource", "procedural", "knowledge", "semantic". For instance, ['episodic', 'resource'].
Returns:
Optional[str]: None is always returned as this function does not produce a response.
"""
from mirix.local_client import create_client
+ from mirix.services.queue_trace_context import (
+ get_agent_trace_id,
+ reset_parent_agent_trace_id,
+ set_parent_agent_trace_id,
+ )
client = create_client()
agents = client.list_agents()
@@ -842,13 +851,13 @@ def trigger_memory_update_with_instruction(
agent_type = "resource_memory_agent"
elif memory_type == "procedural":
agent_type = "procedural_memory_agent"
- elif memory_type == "knowledge_vault":
- agent_type = "knowledge_vault_memory_agent"
+ elif memory_type == "knowledge":
+ agent_type = "knowledge_memory_agent"
elif memory_type == "semantic":
agent_type = "semantic_memory_agent"
else:
raise ValueError(
- f"Memory type '{memory_type}' is not supported. Please choose from 'core', 'episodic', 'resource', 'procedural', 'knowledge_vault', 'semantic'."
+ f"Memory type '{memory_type}' is not supported. Please choose from 'core', 'episodic', 'resource', 'procedural', 'knowledge', 'semantic'."
)
matching_agent = None
@@ -860,15 +869,23 @@ def trigger_memory_update_with_instruction(
if matching_agent is None:
raise ValueError(f"No agent found with type '{agent_type}'")
- client.send_message(
- role="user",
- user_id=self.user.id,
- agent_id=matching_agent.id,
- message="[Message from Chat Agent (Now you are allowed to make multiple function calls sequentially)] "
- + instruction,
- existing_file_uris=user_message["existing_file_uris"],
- retrieved_memories=user_message.get("retrieved_memories", None),
- )
+ parent_trace_id = get_agent_trace_id()
+ parent_token = None
+ if parent_trace_id:
+ parent_token = set_parent_agent_trace_id(parent_trace_id)
+ try:
+ client.send_message(
+ role="user",
+ user_id=self.user.id,
+ agent_id=matching_agent.id,
+ message="[Message from Chat Agent (Now you are allowed to make multiple function calls sequentially)] "
+ + instruction,
+ existing_file_uris=user_message["existing_file_uris"],
+ retrieved_memories=user_message.get("retrieved_memories", None),
+ )
+ finally:
+ if parent_token:
+ reset_parent_agent_trace_id(parent_token)
response += (
"[System Message] Agent "
+ matching_agent.name
@@ -882,10 +899,10 @@ def trigger_memory_update(
self: "Agent", user_message: object, memory_types: List[str]
) -> Optional[str]:
"""
- Choose which memory to update. This function will trigger another memory agent which is specifically in charge of handling the corresponding memory to update its memory. Trigger all necessary memory updates at once. Put the explanations in the `internal_monologue` field.
+ Choose which memory to update. This function will trigger another memory agent which is specifically in charge of handling the corresponding memory to update its memory. Trigger all necessary memory updates at once.
Args:
- memory_types (List[str]): The types of memory to update. It should be chosen from the following: "core", "episodic", "resource", "procedural", "knowledge_vault", "semantic". For instance, ['episodic', 'resource'].
+ memory_types (List[str]): The types of memory to update. It should be chosen from the following: "core", "episodic", "resource", "procedural", "knowledge", "semantic". For instance, ['episodic', 'resource'].
Returns:
Optional[str]: None is always returned as this function does not produce a response.
@@ -894,11 +911,25 @@ def trigger_memory_update(
from mirix.agent import (
CoreMemoryAgent,
EpisodicMemoryAgent,
- KnowledgeVaultAgent,
+ KnowledgeMemoryAgent,
ProceduralMemoryAgent,
ResourceMemoryAgent,
SemanticMemoryAgent,
)
+ from mirix.services.memory_agent_trace_manager import MemoryAgentTraceManager
+ from mirix.services.queue_trace_context import (
+ get_agent_trace_id,
+ get_memory_update_counts,
+ get_queue_trace_id,
+ init_memory_update_counts,
+ reset_agent_trace_id,
+ reset_memory_update_counts,
+ reset_parent_agent_trace_id,
+ reset_queue_trace_id,
+ set_agent_trace_id,
+ set_parent_agent_trace_id,
+ set_queue_trace_id,
+ )
# Validate that user_message is a dictionary
if not isinstance(user_message, dict):
@@ -912,7 +943,7 @@ def trigger_memory_update(
"episodic": EpisodicMemoryAgent,
"resource": ResourceMemoryAgent,
"procedural": ProceduralMemoryAgent,
- "knowledge_vault": KnowledgeVaultAgent,
+ "knowledge": KnowledgeMemoryAgent,
"semantic": SemanticMemoryAgent,
}
@@ -920,7 +951,7 @@ def trigger_memory_update(
for memory_type in memory_types:
if memory_type not in memory_type_to_agent_class:
raise ValueError(
- f"Memory type '{memory_type}' is not supported. Please choose from 'core', 'episodic', 'resource', 'procedural', 'knowledge_vault', 'semantic'."
+ f"Memory type '{memory_type}' is not supported. Please choose from 'core', 'episodic', 'resource', 'procedural', 'knowledge', 'semantic'."
)
# Get child agents
@@ -931,76 +962,124 @@ def trigger_memory_update(
agent_state.agent_type: agent_state for agent_state in child_agent_states
}
+ parent_trace_id = get_agent_trace_id()
+ queue_trace_id = get_queue_trace_id()
+
def _run_single_memory_update(memory_type: str) -> str:
+ queue_token = None
+ parent_token = None
+ agent_trace_token = None
+ counts_token = None
+ agent_trace = None
+ trace_success = False
+ trace_error = None
+ if queue_trace_id:
+ queue_token = set_queue_trace_id(queue_trace_id)
+ if parent_trace_id:
+ parent_token = set_parent_agent_trace_id(parent_trace_id)
agent_class = memory_type_to_agent_class[memory_type]
agent_type_str = f"{memory_type}_memory_agent"
- agent_state = agent_type_to_state.get(agent_type_str)
- if agent_state is None:
- raise ValueError(f"No agent found with type '{agent_type_str}'")
-
- # Get filter_tags, use_cache, client_id, user_id, and occurred_at from parent agent instance
- # Deep copy filter_tags to ensure complete isolation between child agents
- parent_filter_tags = getattr(self, 'filter_tags', None)
- # Don't use 'or {}' because empty dict {} is valid and different from None
- filter_tags = deepcopy(parent_filter_tags) if parent_filter_tags is not None else None
- use_cache = getattr(self, 'use_cache', True)
- actor = getattr(self, 'actor', None)
- user = getattr(self, 'user', None)
- occurred_at = getattr(self, 'occurred_at', None) # Get occurred_at from parent agent
-
- import logging
- logger = logging.getLogger(__name__)
- logger.info(f"🏷️ Creating {memory_type} agent with filter_tags={filter_tags}, client_id={actor.id if actor else None}, user_id={user.id if user else None}, occurred_at={occurred_at}")
-
- memory_agent = agent_class(
- agent_state=agent_state,
- interface=self.interface,
- actor=actor,
- user=user,
- filter_tags=filter_tags,
- use_cache=use_cache,
- )
-
- # Set occurred_at on the child agent so it can use it during memory operations
- if occurred_at is not None:
- memory_agent.occurred_at = occurred_at
-
- # Work on a copy of the user message so parallel updates do not interfere
- if "message" not in user_message:
- raise KeyError("user_message must contain a 'message' field")
-
- if hasattr(user_message["message"], "model_copy"):
- message_copy = user_message["message"].model_copy(deep=True) # type: ignore[attr-defined]
- else:
- message_copy = deepcopy(user_message["message"])
-
- system_msg = TextContent(
- text=(
- "[System Message] According to the instructions, the retrieved memories "
- "and the above content, update the corresponding memory."
+ try:
+ agent_state = agent_type_to_state.get(agent_type_str)
+ if agent_state is None:
+ raise ValueError(f"No agent found with type '{agent_type_str}'")
+
+ # Get filter_tags, use_cache, client_id, user_id, and occurred_at from parent agent instance
+ # Deep copy filter_tags to ensure complete isolation between child agents
+ parent_filter_tags = getattr(self, 'filter_tags', None)
+ # Don't use 'or {}' because empty dict {} is valid and different from None
+ filter_tags = deepcopy(parent_filter_tags) if parent_filter_tags is not None else None
+ use_cache = getattr(self, 'use_cache', True)
+ actor = getattr(self, 'actor', None)
+ user = getattr(self, 'user', None)
+ occurred_at = getattr(self, 'occurred_at', None) # Get occurred_at from parent agent
+
+ import logging
+ logger = logging.getLogger(__name__)
+ logger.info(f"🏷️ Creating {memory_type} agent with filter_tags={filter_tags}, client_id={actor.id if actor else None}, user_id={user.id if user else None}, occurred_at={occurred_at}")
+
+ if queue_trace_id:
+ trace_manager = MemoryAgentTraceManager()
+ agent_trace = trace_manager.start_trace(
+ queue_trace_id=queue_trace_id,
+ parent_trace_id=parent_trace_id,
+ agent_state=agent_state,
+ actor=actor,
+ )
+ agent_trace_token = set_agent_trace_id(agent_trace.id)
+ counts_token = init_memory_update_counts()
+
+ memory_agent = agent_class(
+ agent_state=agent_state,
+ interface=self.interface,
+ actor=actor,
+ user=user,
+ filter_tags=filter_tags,
+ use_cache=use_cache,
+ )
+
+ # Set occurred_at on the child agent so it can use it during memory operations
+ if occurred_at is not None:
+ memory_agent.occurred_at = occurred_at
+
+ # Work on a copy of the user message so parallel updates do not interfere
+ if "message" not in user_message:
+ raise KeyError("user_message must contain a 'message' field")
+
+ if hasattr(user_message["message"], "model_copy"):
+ message_copy = user_message["message"].model_copy(deep=True) # type: ignore[attr-defined]
+ else:
+ message_copy = deepcopy(user_message["message"])
+
+ system_msg = TextContent(
+ text=(
+ "[System Message] According to the instructions, the retrieved memories "
+ "and the above content, update the corresponding memory."
+ )
)
- )
- if isinstance(message_copy.content, str):
- message_copy.content = [TextContent(text=message_copy.content), system_msg]
- elif isinstance(message_copy.content, list):
- message_copy.content = list(message_copy.content) + [system_msg]
- else:
- message_copy.content = [system_msg]
-
- # Pass actor (Client) and user (User) to memory agent
- # actor is needed for write operations, user is needed for read operations
- memory_agent.step(
- input_messages=message_copy,
- chaining=user_message.get("chaining", False),
- actor=actor, # Client for write operations
- user=user, # User for read operations
- )
+ if isinstance(message_copy.content, str):
+ message_copy.content = [TextContent(text=message_copy.content), system_msg]
+ elif isinstance(message_copy.content, list):
+ message_copy.content = list(message_copy.content) + [system_msg]
+ else:
+ message_copy.content = [system_msg]
+
+ # Pass actor (Client) and user (User) to memory agent
+ # actor is needed for write operations, user is needed for read operations
+ memory_agent.step(
+ input_messages=message_copy,
+ chaining=user_message.get("chaining", False),
+ actor=actor, # Client for write operations
+ user=user, # User for read operations
+ )
- return (
- f"[System Message] Agent {agent_state.name} has been triggered to update the memory.\n"
- )
+ trace_success = True
+ return (
+ f"[System Message] Agent {agent_state.name} has been triggered to update the memory.\n"
+ )
+ except Exception as exc:
+ trace_error = str(exc)
+ raise
+ finally:
+ if agent_trace:
+ counts = get_memory_update_counts()
+ trace_manager.finish_trace(
+ agent_trace.id,
+ success=trace_success,
+ error_message=trace_error,
+ memory_update_counts=counts,
+ actor=actor,
+ )
+ if counts_token:
+ reset_memory_update_counts(counts_token)
+ if agent_trace_token:
+ reset_agent_trace_id(agent_trace_token)
+ if parent_token:
+ reset_parent_agent_trace_id(parent_token)
+ if queue_token:
+ reset_queue_trace_id(queue_token)
max_workers = min(len(memory_types), max(os.cpu_count() or 1, 1))
responses: dict[int, str] = {}
diff --git a/mirix/interface.py b/mirix/interface.py
index 6778ea85..7b21a5be 100755
--- a/mirix/interface.py
+++ b/mirix/interface.py
@@ -34,8 +34,8 @@ def user_message(self, msg: str, msg_obj: Optional[Message] = None):
raise NotImplementedError
@abstractmethod
- def internal_monologue(self, msg: str, msg_obj: Optional[Message] = None):
- """Mirix generates some internal monologue"""
+ def reasoning(self, msg: str, msg_obj: Optional[Message] = None):
+ """Mirix generates reasoning/thinking content (native model reasoning)"""
raise NotImplementedError
@abstractmethod
@@ -68,13 +68,15 @@ def warning_message(msg: str):
print(fstr.format(msg=msg))
@staticmethod
- def internal_monologue(msg: str, msg_obj: Optional[Message] = None):
+ def reasoning(msg: str, msg_obj: Optional[Message] = None):
+ """Display reasoning/thinking content from the model"""
# ANSI escape code for italic is '\x1B[3m'
fstr = f"\x1b[3m{Fore.LIGHTBLACK_EX}{INNER_THOUGHTS_CLI_SYMBOL} {{msg}}{Style.RESET_ALL}"
if STRIP_UI:
fstr = "{msg}"
print(fstr.format(msg=msg))
+
@staticmethod
def assistant_message(msg: str, msg_obj: Optional[Message] = None):
fstr = f"{Fore.YELLOW}{Style.BRIGHT}{ASSISTANT_MESSAGE_CLI_SYMBOL} {Fore.YELLOW}{{msg}}{Style.RESET_ALL}"
@@ -281,10 +283,10 @@ def print_messages(message_sequence: List[Message], dump=False):
if role == "system":
CLIInterface.system_message(content)
elif role == "assistant":
- # Differentiate between internal monologue, function calls, and messages
+ # Differentiate between reasoning content, function calls, and messages
if msg.get("function_call"):
if content is not None:
- CLIInterface.internal_monologue(content)
+ CLIInterface.reasoning(content)
# I think the next one is not up to date
# function_message(msg["function_call"])
args = json_loads(msg["function_call"].get("arguments"))
@@ -292,13 +294,13 @@ def print_messages(message_sequence: List[Message], dump=False):
# assistant_message(content)
elif msg.get("tool_calls"):
if content is not None:
- CLIInterface.internal_monologue(content)
+ CLIInterface.reasoning(content)
function_obj = msg["tool_calls"][0].get("function")
if function_obj:
args = json_loads(function_obj.get("arguments"))
CLIInterface.assistant_message(args.get("message"))
else:
- CLIInterface.internal_monologue(content)
+ CLIInterface.reasoning(content)
elif role == "user":
CLIInterface.user_message(content, dump=dump)
elif role == "function":
@@ -480,8 +482,8 @@ def user_message(self, msg: str, msg_obj: Optional[Message] = None):
print(vars(msg_obj))
print(msg_obj.created_at.isoformat())
- def internal_monologue(self, msg: str, msg_obj: Optional[Message] = None) -> None:
- """Handle the agent's internal monologue"""
+ def reasoning(self, msg: str, msg_obj: Optional[Message] = None) -> None:
+ """Handle the agent's reasoning/thinking content"""
assert msg_obj is not None, (
"QueuingInterface requires msg_obj references for metadata"
)
@@ -490,7 +492,7 @@ def internal_monologue(self, msg: str, msg_obj: Optional[Message] = None) -> Non
print(vars(msg_obj))
print(msg_obj.created_at.isoformat())
- new_message = {"internal_monologue": msg}
+ new_message = {"reasoning": msg}
# add extra metadata
if msg_obj is not None:
diff --git a/mirix/llm_api/anthropic.py b/mirix/llm_api/anthropic.py
deleted file mode 100755
index 1a5f9ea6..00000000
--- a/mirix/llm_api/anthropic.py
+++ /dev/null
@@ -1,525 +0,0 @@
-import json
-import re
-from typing import TYPE_CHECKING, List, Optional, Tuple, Union
-
-import anthropic
-from anthropic import PermissionDeniedError
-
-from mirix.errors import BedrockError, BedrockPermissionError
-from mirix.llm_api.aws_bedrock import get_bedrock_client
-from mirix.schemas.message import Message
-from mirix.schemas.openai.chat_completion_request import ChatCompletionRequest, Tool
-from mirix.schemas.openai.chat_completion_response import (
- ChatCompletionResponse,
- Choice,
- FunctionCall,
- ToolCall,
- UsageStatistics,
-)
-from mirix.schemas.openai.chat_completion_response import (
- Message as ChoiceMessage, # NOTE: avoid conflict with our own Mirix Message datatype
-)
-from mirix.settings import model_settings
-from mirix.utils import get_utc_time, smart_urljoin
-
-if TYPE_CHECKING:
- pass
-
-BASE_URL = "https://api.anthropic.com/v1"
-
-
-# https://docs.anthropic.com/claude/docs/models-overview
-# Sadly hardcoded
-MODEL_LIST = [
- {
- "name": "claude-3-opus-20240229",
- "context_window": 200000,
- },
- {
- "name": "claude-3-5-sonnet-20241022",
- "context_window": 200000,
- },
- {
- "name": "claude-3-5-haiku-20241022",
- "context_window": 200000,
- },
-]
-
-DUMMY_FIRST_USER_MESSAGE = "User initializing bootup sequence."
-
-
-def antropic_get_model_context_window(
- url: str, api_key: Union[str, None], model: str
-) -> int:
- for model_dict in anthropic_get_model_list(url=url, api_key=api_key):
- if model_dict["name"] == model:
- return model_dict["context_window"]
- raise ValueError(f"Can't find model '{model}' in Anthropic model list")
-
-
-def anthropic_get_model_list(url: str, api_key: Union[str, None]) -> dict:
- """https://docs.anthropic.com/claude/docs/models-overview"""
-
- # NOTE: currently there is no GET /models, so we need to hardcode
- return MODEL_LIST
-
-
-def convert_tools_to_anthropic_format(tools: List[Tool]) -> List[dict]:
- """See: https://docs.anthropic.com/claude/docs/tool-use
-
- OpenAI style:
- "tools": [{
- "type": "function",
- "function": {
- "name": "find_movies",
- "description": "find ....",
- "parameters": {
- "type": "object",
- "properties": {
- PARAM: {
- "type": PARAM_TYPE, # eg "string"
- "description": PARAM_DESCRIPTION,
- },
- ...
- },
- "required": List[str],
- }
- }
- }
- ]
-
- Anthropic style:
- "tools": [{
- "name": "find_movies",
- "description": "find ....",
- "input_schema": {
- "type": "object",
- "properties": {
- PARAM: {
- "type": PARAM_TYPE, # eg "string"
- "description": PARAM_DESCRIPTION,
- },
- ...
- },
- "required": List[str],
- }
- }
- ]
-
- Two small differences:
- - 1 level less of nesting
- - "parameters" -> "input_schema"
- """
- formatted_tools = []
- for tool in tools:
- formatted_tool = {
- "name": tool.function.name,
- "description": tool.function.description,
- "input_schema": tool.function.parameters
- or {"type": "object", "properties": {}, "required": []},
- }
- formatted_tools.append(formatted_tool)
-
- return formatted_tools
-
-
-def merge_tool_results_into_user_messages(messages: List[dict]):
- """Anthropic API doesn't allow role 'tool'->'user' sequences
-
- Example HTTP error:
- messages: roles must alternate between "user" and "assistant", but found multiple "user" roles in a row
-
- From: https://docs.anthropic.com/claude/docs/tool-use
- You may be familiar with other APIs that return tool use as separate from the model's primary output,
- or which use a special-purpose tool or function message role.
- In contrast, Anthropic's models and API are built around alternating user and assistant messages,
- where each message is an array of rich content blocks: text, image, tool_use, and tool_result.
- """
-
- # TODO walk through the messages list
- # When a dict (dict_A) with 'role' == 'user' is followed by a dict with 'role' == 'user' (dict B), do the following
- # dict_A["content"] = dict_A["content"] + dict_B["content"]
-
- # The result should be a new merged_messages list that doesn't have any back-to-back dicts with 'role' == 'user'
- merged_messages = []
- if not messages:
- return merged_messages
-
- # Start with the first message in the list
- current_message = messages[0]
-
- for next_message in messages[1:]:
- if current_message["role"] == "user" and next_message["role"] == "user":
- # Merge contents of the next user message into current one
- current_content = (
- current_message["content"]
- if isinstance(current_message["content"], list)
- else [{"type": "text", "text": current_message["content"]}]
- )
- next_content = (
- next_message["content"]
- if isinstance(next_message["content"], list)
- else [{"type": "text", "text": next_message["content"]}]
- )
- merged_content = current_content + next_content
- current_message["content"] = merged_content
- else:
- # Append the current message to result as it's complete
- merged_messages.append(current_message)
- # Move on to the next message
- current_message = next_message
-
- # Append the last processed message to the result
- merged_messages.append(current_message)
-
- return merged_messages
-
-
-def remap_finish_reason(stop_reason: str) -> str:
- """Remap Anthropic's 'stop_reason' to OpenAI 'finish_reason'
-
- OpenAI: 'stop', 'length', 'function_call', 'content_filter', null
- see: https://platform.openai.com/docs/guides/text-generation/chat-completions-api
-
- From: https://docs.anthropic.com/claude/reference/migrating-from-text-completions-to-messages#stop-reason
-
- Messages have a stop_reason of one of the following values:
- "end_turn": The conversational turn ended naturally.
- "stop_sequence": One of your specified custom stop sequences was generated.
- "max_tokens": (unchanged)
-
- """
- if stop_reason == "end_turn":
- return "stop"
- elif stop_reason == "stop_sequence":
- return "stop"
- elif stop_reason == "max_tokens":
- return "length"
- elif stop_reason == "tool_use":
- return "function_call"
- else:
- raise ValueError(f"Unexpected stop_reason: {stop_reason}")
-
-
-def strip_xml_tags(string: str, tag: Optional[str]) -> str:
- if tag is None:
- return string
- # Construct the regular expression pattern to find the start and end tags
- tag_pattern = f"<{tag}.*?>|{tag}>"
- # Use the regular expression to replace the tags with an empty string
- return re.sub(tag_pattern, "", string)
-
-
-def convert_anthropic_response_to_chatcompletion(
- response: anthropic.types.Message,
- inner_thoughts_xml_tag: Optional[str] = None,
-) -> ChatCompletionResponse:
- """
- Example response from Claude 3:
- response.json = {
- 'id': 'msg_01W1xg9hdRzbeN2CfZM7zD2w',
- 'type': 'message',
- 'role': 'assistant',
- 'content': [
- {
- 'type': 'text',
- 'text': "Analyzing user login event. This is Chad's first
- interaction with me. I will adjust my personality and rapport accordingly."
- },
- {
- 'type':
- 'tool_use',
- 'id': 'toolu_01Ka4AuCmfvxiidnBZuNfP1u',
- 'name': 'core_memory_append',
- 'input': {
- 'name': 'human',
- 'content': 'Chad is logging in for the first time. I will aim to build a warm
- and welcoming rapport.',
- 'continue_chaining': True
- }
- }
- ],
- 'model': 'claude-3-haiku-20240307',
- 'stop_reason': 'tool_use',
- 'stop_sequence': None,
- 'usage': {
- 'input_tokens': 3305,
- 'output_tokens': 141
- }
- }
- """
- prompt_tokens = response.usage.input_tokens
- completion_tokens = response.usage.output_tokens
- finish_reason = remap_finish_reason(response.stop_reason)
-
- content = None
- tool_calls = None
-
- if len(response.content) > 1:
- # inner mono + function call
- assert len(response.content) == 2
- text_block = response.content[0]
- tool_block = response.content[1]
- assert text_block.type == "text"
- assert tool_block.type == "tool_use"
- content = strip_xml_tags(string=text_block.text, tag=inner_thoughts_xml_tag)
- tool_calls = [
- ToolCall(
- id=tool_block.id,
- type="function",
- function=FunctionCall(
- name=tool_block.name,
- arguments=json.dumps(tool_block.input, indent=2),
- ),
- )
- ]
- elif len(response.content) == 1:
- block = response.content[0]
- if block.type == "tool_use":
- # function call only
- tool_calls = [
- ToolCall(
- id=block.id,
- type="function",
- function=FunctionCall(
- name=block.name,
- arguments=json.dumps(block.input, indent=2),
- ),
- )
- ]
- else:
- # inner mono only
- content = strip_xml_tags(string=block.text, tag=inner_thoughts_xml_tag)
- else:
- raise RuntimeError("Unexpected empty content in response")
-
- assert response.role == "assistant"
- choice = Choice(
- index=0,
- finish_reason=finish_reason,
- message=ChoiceMessage(
- role=response.role,
- content=content,
- tool_calls=tool_calls,
- ),
- )
-
- return ChatCompletionResponse(
- id=response.id,
- choices=[choice],
- created=get_utc_time(),
- model=response.model,
- usage=UsageStatistics(
- prompt_tokens=prompt_tokens,
- completion_tokens=completion_tokens,
- total_tokens=prompt_tokens + completion_tokens,
- ),
- )
-
-
-def _prepare_anthropic_request(
- data: ChatCompletionRequest,
- inner_thoughts_xml_tag: Optional[str] = "thinking",
-) -> dict:
- """Prepare the request data for Anthropic API format."""
- # convert the tools
- anthropic_tools = (
- None if data.tools is None else convert_tools_to_anthropic_format(data.tools)
- )
-
- # pydantic -> dict
- data = data.model_dump(exclude_none=True)
-
- if "functions" in data:
- raise ValueError("'functions' unexpected in Anthropic API payload")
-
- # Handle tools
- if "tools" in data and data["tools"] is None:
- data.pop("tools")
- data.pop("tool_choice", None)
- elif anthropic_tools is not None:
- data["tools"] = anthropic_tools
- if len(anthropic_tools) == 1:
- data["tool_choice"] = {
- "type": "tool",
- "name": anthropic_tools[0]["name"],
- "disable_parallel_tool_use": True,
- }
-
- # Move 'system' to the top level
- assert data["messages"][0]["role"] == "system", (
- f"Expected 'system' role in messages[0]:\n{data['messages'][0]}"
- )
- data["system"] = data["messages"][0]["content"]
- data["messages"] = data["messages"][1:]
-
- # Process messages
- for message in data["messages"]:
- if "content" not in message:
- message["content"] = None
-
- # Convert to Anthropic format
- msg_objs = [
- Message.dict_to_message(user_id=None, agent_id=None, openai_message_dict=m)
- for m in data["messages"]
- ]
- data["messages"] = [
- m.to_anthropic_dict(inner_thoughts_xml_tag=inner_thoughts_xml_tag)
- for m in msg_objs
- ]
-
- # Ensure first message is user
- if data["messages"][0]["role"] != "user":
- data["messages"] = [
- {"role": "user", "content": DUMMY_FIRST_USER_MESSAGE}
- ] + data["messages"]
-
- # Handle alternating messages
- data["messages"] = merge_tool_results_into_user_messages(data["messages"])
-
- # Validate max_tokens
- assert "max_tokens" in data, data
-
- # Remove OpenAI-specific fields
- for field in [
- "frequency_penalty",
- "logprobs",
- "n",
- "top_p",
- "presence_penalty",
- "user",
- ]:
- data.pop(field, None)
-
- return data
-
-
-def get_anthropic_endpoint_and_headers(
- base_url: str,
- api_key: str,
- version: str = "2023-06-01",
- beta: Optional[str] = "tools-2024-04-04",
-) -> Tuple[str, dict]:
- """
- Dynamically generate the Anthropic endpoint and headers.
- """
- url = smart_urljoin(base_url, "messages")
-
- headers = {
- "Content-Type": "application/json",
- "x-api-key": api_key,
- "anthropic-version": version,
- }
-
- # Add beta header if specified
- if beta:
- headers["anthropic-beta"] = beta
-
- return url, headers
-
-
-def anthropic_chat_completions_request(
- data: ChatCompletionRequest,
- inner_thoughts_xml_tag: Optional[str] = "thinking",
- betas: List[str] = ["tools-2024-04-04"],
- image_uris: Optional[List[str]] = None,
-) -> ChatCompletionResponse:
- """https://docs.anthropic.com/claude/docs/tool-use"""
- from mirix.services.provider_manager import ProviderManager
-
- anthropic_client = None
- anthropic_override_key = ProviderManager().get_anthropic_override_key()
- if anthropic_override_key:
- anthropic_client = anthropic.Anthropic(api_key=anthropic_override_key)
- elif model_settings.anthropic_api_key:
- anthropic_client = anthropic.Anthropic()
- data = _prepare_anthropic_request(data, inner_thoughts_xml_tag)
-
- if image_uris is not None:
- import base64
-
- import httpx
-
- for image_url in image_uris:
- image_media_type = "image/" + image_url.split(".")[-1]
-
- image_data = base64.standard_b64encode(httpx.get(image_url).content).decode(
- "utf-8"
- )
- data["messages"][2]["content"].append(
- {
- "type": "image",
- "source": {
- "type": "base64",
- "media_type": image_media_type,
- "data": image_data,
- },
- }
- )
-
- if len(data["messages"][-1]["content"]) == 2:
- content = data["messages"][-1]["content"][-2]["content"]
- if "" in content and "" in content:
- index1 = content.index("")
- index2 = content.index("") + len("")
- image_url = content[index1 + len("") : index2 - len("")]
- content = content.replace(f"{image_url}", "")
-
- import base64
-
- # Get the image data
- image_media_type = "image/" + image_url.split(".")[-1]
- if "http://" in image_url:
- import httpx
-
- image_data = base64.standard_b64encode(
- httpx.get(image_url).content
- ).decode("utf-8")
- else:
- with open(image_url, "rb") as image_file:
- image_data = base64.b64encode(image_file.read()).decode("utf-8")
-
- data["messages"][-1]["content"][-2]["content"] = content
-
- data["messages"][-1]["content"].append(
- {
- "type": "image",
- "source": {
- "type": "base64",
- "media_type": image_media_type,
- "data": image_data,
- },
- }
- )
-
- response = anthropic_client.beta.messages.create(
- **data,
- betas=betas,
- )
- return convert_anthropic_response_to_chatcompletion(
- response=response, inner_thoughts_xml_tag=inner_thoughts_xml_tag
- )
-
-
-def anthropic_bedrock_chat_completions_request(
- data: ChatCompletionRequest,
- inner_thoughts_xml_tag: Optional[str] = "thinking",
-) -> ChatCompletionResponse:
- """Make a chat completion request to Anthropic via AWS Bedrock."""
- data = _prepare_anthropic_request(data, inner_thoughts_xml_tag)
-
- # Get the client
- client = get_bedrock_client()
-
- # Make the request
- try:
- response = client.messages.create(**data)
- return convert_anthropic_response_to_chatcompletion(
- response=response, inner_thoughts_xml_tag=inner_thoughts_xml_tag
- )
- except PermissionDeniedError:
- raise BedrockPermissionError(
- f"User does not have access to the Bedrock model with the specified ID. {data['model']}"
- )
- except Exception as e:
- raise BedrockError(f"Bedrock error: {e}")
diff --git a/mirix/llm_api/anthropic_client.py b/mirix/llm_api/anthropic_client.py
index ad19e8d6..abe8f781 100644
--- a/mirix/llm_api/anthropic_client.py
+++ b/mirix/llm_api/anthropic_client.py
@@ -34,7 +34,11 @@
FunctionCall,
)
from mirix.schemas.openai.chat_completion_response import Message as ChoiceMessage
-from mirix.schemas.openai.chat_completion_response import ToolCall, UsageStatistics
+from mirix.schemas.openai.chat_completion_response import (
+ PromptTokensDetails,
+ ToolCall,
+ UsageStatistics,
+)
from mirix.services.provider_manager import ProviderManager
from mirix.tracing import trace_method
@@ -510,6 +514,10 @@ def convert_response_to_chat_completion(
completion_tokens = response.usage.output_tokens
finish_reason = remap_finish_reason(str(response.stop_reason))
+ # Extract cached tokens from Anthropic's usage format
+ # Anthropic uses cache_read_input_tokens for tokens retrieved from cache
+ cached_tokens = getattr(response.usage, "cache_read_input_tokens", 0) or 0
+
content = None
reasoning_content = None
reasoning_content_signature = None
@@ -551,6 +559,17 @@ def convert_response_to_chat_completion(
raise RuntimeError("Unexpected empty content in response")
assert response.role == "assistant"
+
+ # Log reasoning content if present (for debugging/observability)
+ if reasoning_content:
+ logger.debug(
+ f"Anthropic reasoning content received: {len(reasoning_content)} chars"
+ )
+ if redacted_reasoning_content:
+ logger.debug(
+ f"Anthropic redacted reasoning content received: {len(redacted_reasoning_content)} chars"
+ )
+
choice = Choice(
index=0,
finish_reason=finish_reason,
@@ -564,6 +583,12 @@ def convert_response_to_chat_completion(
),
)
+ prompt_tokens_details = (
+ PromptTokensDetails(cached_tokens=cached_tokens)
+ if cached_tokens > 0
+ else None
+ )
+
chat_completion_response = ChatCompletionResponse(
id=response.id,
choices=[choice],
@@ -573,6 +598,7 @@ def convert_response_to_chat_completion(
prompt_tokens=prompt_tokens,
completion_tokens=completion_tokens,
total_tokens=prompt_tokens + completion_tokens,
+ prompt_tokens_details=prompt_tokens_details,
),
)
diff --git a/mirix/llm_api/aws_bedrock.py b/mirix/llm_api/aws_bedrock.py
deleted file mode 100755
index 1c90dabd..00000000
--- a/mirix/llm_api/aws_bedrock.py
+++ /dev/null
@@ -1,136 +0,0 @@
-import os
-from typing import Any, Dict, List
-
-from anthropic import AnthropicBedrock
-
-from mirix.settings import model_settings
-
-from mirix.log import get_logger
-
-logger = get_logger(__name__)
-
-def has_valid_aws_credentials() -> bool:
- """
- Check if AWS credentials are properly configured.
- """
- valid_aws_credentials = (
- os.getenv("AWS_ACCESS_KEY_ID")
- and os.getenv("AWS_SECRET_ACCESS_KEY")
- and os.getenv("AWS_REGION")
- )
- return valid_aws_credentials
-
-def get_bedrock_client():
- """
- Get a Bedrock client
- """
- import boto3
-
- sts_client = boto3.client(
- "sts",
- aws_access_key_id=model_settings.aws_access_key,
- aws_secret_access_key=model_settings.aws_secret_access_key,
- region_name=model_settings.aws_region,
- )
- credentials = sts_client.get_session_token()["Credentials"]
-
- bedrock = AnthropicBedrock(
- aws_access_key=credentials["AccessKeyId"],
- aws_secret_key=credentials["SecretAccessKey"],
- aws_session_token=credentials["SessionToken"],
- aws_region=model_settings.aws_region,
- )
- return bedrock
-
-def bedrock_get_model_list(region_name: str) -> List[dict]:
- """
- Get list of available models from Bedrock.
-
- Args:
- region_name: AWS region name
- model_provider: Optional provider name to filter models. If None, returns all models.
- output_modality: Output modality to filter models. Defaults to "text".
-
- Returns:
- List of model summaries
- """
- import boto3
-
- try:
- bedrock = boto3.client("bedrock", region_name=region_name)
- response = bedrock.list_inference_profiles()
- return response["inferenceProfileSummaries"]
- except Exception as e:
- logger.error("Error getting model list: %s", str(e))
- raise e
-
-def bedrock_get_model_details(region_name: str, model_id: str) -> Dict[str, Any]:
- """
- Get details for a specific model from Bedrock.
- """
- import boto3
- from botocore.exceptions import ClientError
-
- try:
- bedrock = boto3.client("bedrock", region_name=region_name)
- response = bedrock.get_foundation_model(modelIdentifier=model_id)
- return response["modelDetails"]
- except ClientError as e:
- logger.error("Error getting model details: %s", str(e))
- raise e
-
-def bedrock_get_model_context_window(model_id: str) -> int:
- """
- Get context window size for a specific model.
- """
- # Bedrock doesn't provide this via API, so we maintain a mapping
- context_windows = {
- "anthropic.claude-3-5-sonnet-20241022-v2:0": 200000,
- "anthropic.claude-3-5-sonnet-20240620-v1:0": 200000,
- "anthropic.claude-3-5-haiku-20241022-v1:0": 200000,
- "anthropic.claude-3-haiku-20240307-v1:0": 200000,
- "anthropic.claude-3-opus-20240229-v1:0": 200000,
- "anthropic.claude-3-sonnet-20240229-v1:0": 200000,
- }
- return context_windows.get(model_id, 200000) # default to 100k if unknown
-
-"""
-{
- "id": "msg_123",
- "type": "message",
- "role": "assistant",
- "model": "anthropic.claude-3-5-sonnet-20241022-v2:0",
- "content": [
- {
- "type": "text",
- "text": "I see the Firefox icon. Let me click on it and then navigate to a weather website."
- },
- {
- "type": "tool_use",
- "id": "toolu_123",
- "name": "computer",
- "input": {
- "action": "mouse_move",
- "coordinate": [
- 708,
- 736
- ]
- }
- },
- {
- "type": "tool_use",
- "id": "toolu_234",
- "name": "computer",
- "input": {
- "action": "left_click"
- }
- }
- ],
- "stop_reason": "tool_use",
- "stop_sequence": null,
- "usage": {
- "input_tokens": 3391,
- "output_tokens": 132
- }
-}
-"""
diff --git a/mirix/llm_api/azure_openai.py b/mirix/llm_api/azure_openai.py
deleted file mode 100755
index 2f7597a8..00000000
--- a/mirix/llm_api/azure_openai.py
+++ /dev/null
@@ -1,169 +0,0 @@
-from collections import defaultdict
-
-import requests
-
-from mirix.llm_api.helpers import make_post_request
-from mirix.schemas.llm_config import LLMConfig
-from mirix.schemas.openai.chat_completion_response import ChatCompletionResponse
-from mirix.schemas.openai.chat_completions import ChatCompletionRequest
-from mirix.schemas.openai.embedding_response import EmbeddingResponse
-from mirix.settings import ModelSettings
-
-
-def get_azure_chat_completions_endpoint(base_url: str, model: str, api_version: str):
- return f"{base_url}/openai/deployments/{model}/chat/completions?api-version={api_version}"
-
-
-def get_azure_embeddings_endpoint(base_url: str, model: str, api_version: str):
- return f"{base_url}/openai/deployments/{model}/embeddings?api-version={api_version}"
-
-
-def get_azure_model_list_endpoint(base_url: str, api_version: str):
- return f"{base_url}/openai/models?api-version={api_version}"
-
-
-def get_azure_deployment_list_endpoint(base_url: str):
- # Please note that it has to be 2023-03-15-preview
- # That's the only api version that works with this deployments endpoint
- # TODO: Use the Azure Client library here instead
- return f"{base_url}/openai/deployments?api-version=2023-03-15-preview"
-
-
-def azure_openai_get_deployed_model_list(
- base_url: str, api_key: str, api_version: str
-) -> list:
- """https://learn.microsoft.com/en-us/rest/api/azureopenai/models/list?view=rest-azureopenai-2023-05-15&tabs=HTTP"""
-
- # https://xxx.openai.azure.com/openai/models?api-version=xxx
- headers = {"Content-Type": "application/json"}
- if api_key is not None:
- headers["api-key"] = f"{api_key}"
-
- # 1. Get all available models
- url = get_azure_model_list_endpoint(base_url, api_version)
- try:
- response = requests.get(url, headers=headers)
- response.raise_for_status()
- except requests.RequestException as e:
- raise RuntimeError(f"Failed to retrieve model list: {e}")
- all_available_models = response.json().get("data", [])
-
- # 2. Get all the deployed models
- url = get_azure_deployment_list_endpoint(base_url)
- try:
- response = requests.get(url, headers=headers)
- response.raise_for_status()
- except requests.RequestException as e:
- raise RuntimeError(f"Failed to retrieve model list: {e}")
-
- deployed_models = response.json().get("data", [])
- deployed_model_names = set([m["id"] for m in deployed_models])
-
- # 3. Only return the models in available models if they have been deployed
- deployed_models = [
- m for m in all_available_models if m["id"] in deployed_model_names
- ]
-
- # 4. Remove redundant deployments, only include the ones with the latest deployment
- # Create a dictionary to store the latest model for each ID
- latest_models = defaultdict()
-
- # Iterate through the models and update the dictionary with the most recent model
- for model in deployed_models:
- model_id = model["id"]
- updated_at = model["created_at"]
-
- # If the model ID is new or the current model has a more recent created_at, update the dictionary
- if (
- model_id not in latest_models
- or updated_at > latest_models[model_id]["created_at"]
- ):
- latest_models[model_id] = model
-
- # Extract the unique models
- return list(latest_models.values())
-
-
-def azure_openai_get_chat_completion_model_list(
- base_url: str, api_key: str, api_version: str
-) -> list:
- model_list = azure_openai_get_deployed_model_list(base_url, api_key, api_version)
- # Extract models that support text generation
- model_options = [
- m for m in model_list if m.get("capabilities").get("chat_completion")
- ]
- return model_options
-
-
-def azure_openai_get_embeddings_model_list(
- base_url: str,
- api_key: str,
- api_version: str,
- require_embedding_in_name: bool = True,
-) -> list:
- def valid_embedding_model(m: dict):
- valid_name = True
- if require_embedding_in_name:
- valid_name = "embedding" in m["id"]
-
- return m.get("capabilities").get("embeddings") and valid_name
-
- model_list = azure_openai_get_deployed_model_list(base_url, api_key, api_version)
- # Extract models that support embeddings
-
- model_options = [m for m in model_list if valid_embedding_model(m)]
-
- return model_options
-
-
-def azure_openai_chat_completions_request(
- model_settings: ModelSettings,
- llm_config: LLMConfig,
- api_key: str,
- chat_completion_request: ChatCompletionRequest,
-) -> ChatCompletionResponse:
- """https://learn.microsoft.com/en-us/azure/ai-services/openai/reference#chat-completions"""
-
- assert api_key is not None, "Missing required field when calling Azure OpenAI"
-
- headers = {"Content-Type": "application/json", "api-key": f"{api_key}"}
- data = chat_completion_request.model_dump(exclude_none=True)
-
- # If functions == None, strip from the payload
- if "functions" in data and data["functions"] is None:
- data.pop("functions")
- data.pop(
- "function_call", None
- ) # extra safe, should exist always (default="auto")
-
- if "tools" in data and data["tools"] is None:
- data.pop("tools")
- data.pop(
- "tool_choice", None
- ) # extra safe, should exist always (default="auto")
-
- url = get_azure_chat_completions_endpoint(
- model_settings.azure_base_url,
- llm_config.model,
- model_settings.azure_api_version,
- )
- response_json = make_post_request(url, headers, data)
- # NOTE: azure openai does not include "content" in the response when it is None, so we need to add it
- if "content" not in response_json["choices"][0].get("message"):
- response_json["choices"][0]["message"]["content"] = None
- response = ChatCompletionResponse(
- **response_json
- ) # convert to 'dot-dict' style which is the openai python client default
- return response
-
-
-def azure_openai_embeddings_request(
- resource_name: str, deployment_id: str, api_version: str, api_key: str, data: dict
-) -> EmbeddingResponse:
- """https://learn.microsoft.com/en-us/azure/ai-services/openai/reference#embeddings"""
-
- url = f"https://{resource_name}.openai.azure.com/openai/deployments/{deployment_id}/embeddings?api-version={api_version}"
- headers = {"Content-Type": "application/json", "api-key": f"{api_key}"}
-
- response_json = make_post_request(url, headers, data)
- return EmbeddingResponse(**response_json)
diff --git a/mirix/llm_api/azure_openai_client.py b/mirix/llm_api/azure_openai_client.py
index 43c4f475..9c53feed 100644
--- a/mirix/llm_api/azure_openai_client.py
+++ b/mirix/llm_api/azure_openai_client.py
@@ -90,8 +90,9 @@ def build_request_data(
"""
Build request data for Azure OpenAI API.
Azure uses deployment names as the model parameter.
+ Inherits reasoning support from OpenAIClient for o1/o3 models.
"""
- # Call parent method to build the base request
+ # Call parent method to build the base request (includes reasoning support)
request_data = super().build_request_data(
messages=messages,
llm_config=llm_config,
@@ -108,6 +109,18 @@ def build_request_data(
if azure_deployment:
request_data["model"] = azure_deployment
+ # Log if reasoning is enabled for Azure deployment
+ is_reasoning_model = (
+ llm_config.model.startswith("o1")
+ or llm_config.model.startswith("o3")
+ or llm_config.model.startswith("o4")
+ or llm_config.model.startswith("gpt-5")
+ )
+ if is_reasoning_model and llm_config.enable_reasoner:
+ logger.debug(
+ f"Azure OpenAI reasoning model enabled: deployment={azure_deployment}"
+ )
+
return request_data
def request(self, request_data: dict) -> dict:
diff --git a/mirix/llm_api/azure_openai_constants.py b/mirix/llm_api/azure_openai_constants.py
deleted file mode 100755
index c3ac60e4..00000000
--- a/mirix/llm_api/azure_openai_constants.py
+++ /dev/null
@@ -1,10 +0,0 @@
-AZURE_MODEL_TO_CONTEXT_LENGTH = {
- "babbage-002": 16384,
- "davinci-002": 16384,
- "gpt-35-turbo-0613": 4096,
- "gpt-35-turbo-1106": 16385,
- "gpt-35-turbo-0125": 16385,
- "gpt-4-0613": 8192,
- "gpt-4o-mini-2024-07-18": 128000,
- "gpt-4o-2024-08-06": 128000,
-}
diff --git a/mirix/llm_api/cohere.py b/mirix/llm_api/cohere.py
deleted file mode 100755
index 34c90154..00000000
--- a/mirix/llm_api/cohere.py
+++ /dev/null
@@ -1,399 +0,0 @@
-import json
-import uuid
-from typing import List, Optional, Union
-
-import requests
-
-from mirix.local_llm.utils import count_tokens
-from mirix.schemas.message import Message
-from mirix.schemas.openai.chat_completion_request import ChatCompletionRequest, Tool
-from mirix.schemas.openai.chat_completion_response import (
- ChatCompletionResponse,
- Choice,
- FunctionCall,
- ToolCall,
- UsageStatistics,
-)
-from mirix.schemas.openai.chat_completion_response import (
- Message as ChoiceMessage, # NOTE: avoid conflict with our own Mirix Message datatype
-)
-from mirix.utils import get_tool_call_id, get_utc_time, json_dumps, smart_urljoin
-
-BASE_URL = "https://api.cohere.ai/v1"
-
-# models that we know will work with Mirix
-COHERE_VALID_MODEL_LIST = [
- "command-r-plus",
-]
-
-
-def cohere_get_model_details(url: str, api_key: Union[str, None], model: str) -> int:
- """https://docs.cohere.com/reference/get-model"""
- from mirix.utils import printd
-
- url = smart_urljoin(url, "models")
- url = smart_urljoin(url, model)
- headers = {
- "accept": "application/json",
- "authorization": f"bearer {api_key}",
- }
-
- printd(f"Sending request to {url}")
- try:
- response = requests.get(url, headers=headers)
- printd(f"response = {response}")
- response.raise_for_status() # Raises HTTPError for 4XX/5XX status
- response = response.json() # convert to dict from string
- return response
- except requests.exceptions.HTTPError as http_err:
- # Handle HTTP errors (e.g., response 4XX, 5XX)
- printd(f"Got HTTPError, exception={http_err}")
- raise http_err
- except requests.exceptions.RequestException as req_err:
- # Handle other requests-related errors (e.g., connection error)
- printd(f"Got RequestException, exception={req_err}")
- raise req_err
- except Exception as e:
- # Handle other potential errors
- printd(f"Got unknown Exception, exception={e}")
- raise e
-
-
-def cohere_get_model_context_window(
- url: str, api_key: Union[str, None], model: str
-) -> int:
- model_details = cohere_get_model_details(url=url, api_key=api_key, model=model)
- return model_details["context_length"]
-
-
-def cohere_get_model_list(url: str, api_key: Union[str, None]) -> dict:
- """https://docs.cohere.com/reference/list-models"""
- from mirix.utils import printd
-
- url = smart_urljoin(url, "models")
- headers = {
- "accept": "application/json",
- "authorization": f"bearer {api_key}",
- }
-
- printd(f"Sending request to {url}")
- try:
- response = requests.get(url, headers=headers)
- printd(f"response = {response}")
- response.raise_for_status() # Raises HTTPError for 4XX/5XX status
- response = response.json() # convert to dict from string
- return response["models"]
- except requests.exceptions.HTTPError as http_err:
- # Handle HTTP errors (e.g., response 4XX, 5XX)
- printd(f"Got HTTPError, exception={http_err}")
- raise http_err
- except requests.exceptions.RequestException as req_err:
- # Handle other requests-related errors (e.g., connection error)
- printd(f"Got RequestException, exception={req_err}")
- raise req_err
- except Exception as e:
- # Handle other potential errors
- printd(f"Got unknown Exception, exception={e}")
- raise e
-
-
-def remap_finish_reason(finish_reason: str) -> str:
- """Remap Cohere's 'finish_reason' to OpenAI 'finish_reason'
-
- OpenAI: 'stop', 'length', 'function_call', 'content_filter', null
- see: https://platform.openai.com/docs/guides/text-generation/chat-completions-api
-
- Cohere finish_reason is different but undocumented ???
- """
- if finish_reason == "COMPLETE":
- return "stop"
- elif finish_reason == "MAX_TOKENS":
- return "length"
- # elif stop_reason == "tool_use":
- # return "function_call"
- else:
- raise ValueError(f"Unexpected stop_reason: {finish_reason}")
-
-
-def convert_cohere_response_to_chatcompletion(
- response_json: dict, # REST response from API
- model: str, # Required since not returned
- inner_thoughts_in_kwargs: Optional[bool] = True,
-) -> ChatCompletionResponse:
- """
- Example response from command-r-plus:
- response.json = {
- 'response_id': '28c47751-acce-41cd-8c89-c48a15ac33cf',
- 'text': '',
- 'generation_id': '84209c9e-2868-4984-82c5-063b748b7776',
- 'chat_history': [
- {
- 'role': 'CHATBOT',
- 'message': 'Bootup sequence complete. Persona activated. Testing messaging functionality.'
- },
- {
- 'role': 'SYSTEM',
- 'message': '{"status": "OK", "message": null, "time": "2024-04-11 11:22:36 PM PDT-0700"}'
- }
- ],
- 'finish_reason': 'COMPLETE',
- 'meta': {
- 'api_version': {'version': '1'},
- 'billed_units': {'input_tokens': 692, 'output_tokens': 20},
- 'tokens': {'output_tokens': 20}
- },
- 'tool_calls': [
- {
- 'name': 'send_message',
- 'parameters': {
- 'message': "Hello Chad, it's Sam. How are you feeling today?"
- }
- }
- ]
- }
- """
- if "billed_units" in response_json["meta"]:
- prompt_tokens = response_json["meta"]["billed_units"]["input_tokens"]
- completion_tokens = response_json["meta"]["billed_units"]["output_tokens"]
- else:
- # For some reason input_tokens not included in 'meta' 'tokens' dict?
- prompt_tokens = count_tokens(
- json_dumps(response_json["chat_history"])
- ) # NOTE: this is a very rough approximation
- completion_tokens = response_json["meta"]["tokens"]["output_tokens"]
-
- finish_reason = remap_finish_reason(response_json["finish_reason"])
-
- if "tool_calls" in response_json and response_json["tool_calls"] is not None:
- tool_calls = []
- for tool_call_response in response_json["tool_calls"]:
- function_name = tool_call_response["name"]
- function_args = tool_call_response["parameters"]
-
- tool_calls.append(
- ToolCall(
- id=get_tool_call_id(),
- type="function",
- function=FunctionCall(
- name=function_name,
- arguments=json.dumps(function_args),
- ),
- )
- )
-
- # NOTE: no multi-call support for now
- assert len(tool_calls) == 1, tool_calls
- # TODO: not sure what to assign to 'content' here
- content = 'EMPTY'
-
- else:
- # raise NotImplementedError(f"Expected a tool call response from Cohere API")
- content = response_json["text"]
- tool_calls = None
-
- # In Cohere API empty string == null
- content = None if content == "" else content
- assert content is not None or tool_calls is not None, (
- "Response message must have either content or tool_calls"
- )
-
- choice = Choice(
- index=0,
- finish_reason=finish_reason,
- message=ChoiceMessage(
- role="assistant",
- content=content,
- tool_calls=tool_calls,
- ),
- )
-
- return ChatCompletionResponse(
- id=response_json["response_id"],
- choices=[choice],
- created=get_utc_time(),
- model=model,
- usage=UsageStatistics(
- prompt_tokens=prompt_tokens,
- completion_tokens=completion_tokens,
- total_tokens=prompt_tokens + completion_tokens,
- ),
- )
-
-
-def convert_tools_to_cohere_format(
- tools: List[Tool], inner_thoughts_in_kwargs: Optional[bool] = True
-) -> List[dict]:
- """See: https://docs.cohere.com/reference/chat
-
- OpenAI style:
- "tools": [{
- "type": "function",
- "function": {
- "name": "find_movies",
- "description": "find ....",
- "parameters": {
- "type": "object",
- "properties": {
- PARAM: {
- "type": PARAM_TYPE, # eg "string"
- "description": PARAM_DESCRIPTION,
- },
- ...
- },
- "required": List[str],
- }
- }
- }]
-
- Cohere style:
- "tools": [{
- "name": "find_movies",
- "description": "find ....",
- "parameter_definitions": {
- PARAM_NAME: {
- "description": PARAM_DESCRIPTION,
- "type": PARAM_TYPE, # eg "string"
- "required": ,
- }
- },
- }
- }]
- """
- tools_dict_list = []
- for tool in tools:
- tools_dict_list.append(
- {
- "name": tool.function.name,
- "description": tool.function.description,
- "parameter_definitions": {
- p_name: {
- "description": p_fields["description"],
- "type": p_fields["type"],
- "required": p_name in tool.function.parameters["required"],
- }
- for p_name, p_fields in tool.function.parameters[
- "properties"
- ].items()
- },
- }
- )
-
- return tools_dict_list
-
-
-def cohere_chat_completions_request(
- url: str,
- api_key: str,
- chat_completion_request: ChatCompletionRequest,
-) -> ChatCompletionResponse:
- """https://docs.cohere.com/docs/multi-step-tool-use"""
- from mirix.utils import printd
-
- url = smart_urljoin(url, "chat")
- headers = {
- "Content-Type": "application/json",
- "Authorization": f"bearer {api_key}",
- }
-
- # convert the tools
- cohere_tools = (
- None
- if chat_completion_request.tools is None
- else convert_tools_to_cohere_format(chat_completion_request.tools)
- )
-
- # pydantic -> dict
- data = chat_completion_request.model_dump(exclude_none=True)
-
- if "functions" in data:
- raise ValueError("'functions' unexpected in Anthropic API payload")
-
- # If tools == None, strip from the payload
- if "tools" in data and data["tools"] is None:
- data.pop("tools")
- data.pop(
- "tool_choice", None
- ) # extra safe, should exist always (default="auto")
-
- # Convert messages to Cohere format
- msg_objs = [
- Message.dict_to_message(
- user_id=uuid.uuid4(), agent_id=uuid.uuid4(), openai_message_dict=m
- )
- for m in data["messages"]
- ]
-
- # System message 0 should instead be a "preamble"
- # See: https://docs.cohere.com/reference/chat
- # The chat_history parameter should not be used for SYSTEM messages in most cases. Instead, to add a SYSTEM role message at the beginning of a conversation, the preamble parameter should be used.
- assert msg_objs[0].role == "system", msg_objs[0]
- preamble = msg_objs[0].text
-
- # data["messages"] = [m.to_cohere_dict() for m in msg_objs[1:]]
- data["messages"] = []
- for m in msg_objs[1:]:
- ms = m.to_cohere_dict() # NOTE: returns List[dict]
- data["messages"].extend(ms)
-
- assert data["messages"][-1]["role"] == "USER", data["messages"][-1]
- data = {
- "preamble": preamble,
- "chat_history": data["messages"][:-1],
- "message": data["messages"][-1]["message"],
- "tools": cohere_tools,
- }
-
- # Move 'system' to the top level
- # 'messages: Unexpected role "system". The Messages API accepts a top-level `system` parameter, not "system" as an input message role.'
- # assert data["messages"][0]["role"] == "system", f"Expected 'system' role in messages[0]:\n{data['messages'][0]}"
- # data["system"] = data["messages"][0]["content"]
- # data["messages"] = data["messages"][1:]
-
- # Convert to Anthropic format
- # msg_objs = [Message.dict_to_message(user_id=uuid.uuid4(), agent_id=uuid.uuid4(), openai_message_dict=m) for m in data["messages"]]
- # data["messages"] = [m.to_anthropic_dict(inner_thoughts_xml_tag=inner_thoughts_xml_tag) for m in msg_objs]
-
- # Handling Anthropic special requirement for 'user' message in front
- # messages: first message must use the "user" role'
- # if data["messages"][0]["role"] != "user":
- # data["messages"] = [{"role": "user", "content": DUMMY_FIRST_USER_MESSAGE}] + data["messages"]
-
- # Handle Anthropic's restriction on alternating user/assistant messages
- # data["messages"] = merge_tool_results_into_user_messages(data["messages"])
-
- # Anthropic also wants max_tokens in the input
- # It's also part of ChatCompletions
- # assert "max_tokens" in data, data
-
- # Remove extra fields used by OpenAI but not Anthropic
- # data.pop("frequency_penalty", None)
- # data.pop("logprobs", None)
- # data.pop("n", None)
- # data.pop("top_p", None)
- # data.pop("presence_penalty", None)
- # data.pop("user", None)
- # data.pop("tool_choice", None)
-
- printd(f"Sending request to {url}")
- try:
- response = requests.post(url, headers=headers, json=data)
- printd(f"response = {response}")
- response.raise_for_status() # Raises HTTPError for 4XX/5XX status
- response = response.json() # convert to dict from string
- printd(f"response.json = {response}")
- response = convert_cohere_response_to_chatcompletion(
- response_json=response, model=chat_completion_request.model
- )
- return response
- except requests.exceptions.HTTPError as http_err:
- # Handle HTTP errors (e.g., response 4XX, 5XX)
- printd(f"Got HTTPError, exception={http_err}, payload={data}")
- raise http_err
- except requests.exceptions.RequestException as req_err:
- # Handle other requests-related errors (e.g., connection error)
- printd(f"Got RequestException, exception={req_err}")
- raise req_err
- except Exception as e:
- # Handle other potential errors
- printd(f"Got unknown Exception, exception={e}")
- raise e
diff --git a/mirix/llm_api/cohere_client.py b/mirix/llm_api/cohere_client.py
deleted file mode 100644
index 23caabbd..00000000
--- a/mirix/llm_api/cohere_client.py
+++ /dev/null
@@ -1,36 +0,0 @@
-from typing import List, Optional
-
-from mirix.llm_api.llm_client_base import LLMClientBase
-from mirix.schemas.llm_config import LLMConfig
-from mirix.schemas.message import Message
-from mirix.schemas.openai.chat_completion_response import ChatCompletionResponse
-
-
-class CohereClient(LLMClientBase):
- """Cohere client - currently a stub that falls back to original implementation"""
-
- def build_request_data(
- self,
- messages: List[Message],
- llm_config: LLMConfig,
- tools: Optional[List[dict]] = None,
- force_tool_call: Optional[str] = None,
- ) -> dict:
- # TODO: Implement cohere-specific request building
- raise NotImplementedError("CohereClient not yet implemented - use fallback")
-
- def request(self, request_data: dict) -> dict:
- # TODO: Implement cohere-specific request
- raise NotImplementedError("CohereClient not yet implemented - use fallback")
-
- def convert_response_to_chat_completion(
- self,
- response_data: dict,
- input_messages: List[Message],
- ) -> ChatCompletionResponse:
- # TODO: Implement cohere-specific response conversion
- raise NotImplementedError("CohereClient not yet implemented - use fallback")
-
- def handle_llm_error(self, e: Exception) -> Exception:
- # TODO: Implement cohere-specific error handling
- return super().handle_llm_error(e)
diff --git a/mirix/llm_api/google_ai.py b/mirix/llm_api/google_ai.py
deleted file mode 100644
index f25600ed..00000000
--- a/mirix/llm_api/google_ai.py
+++ /dev/null
@@ -1,539 +0,0 @@
-import uuid
-from typing import List, Optional, Tuple
-
-import requests
-
-from mirix.constants import MAX_IMAGES_TO_PROCESS, NON_USER_MSG_PREFIX
-from mirix.llm_api.helpers import make_post_request
-from mirix.schemas.openai.chat_completion_request import Tool
-from mirix.schemas.openai.chat_completion_response import (
- ChatCompletionResponse,
- Choice,
- FunctionCall,
- Message,
- ToolCall,
- UsageStatistics,
-)
-from mirix.log import get_logger
-from mirix.utils import (
- clean_json_string_extra_backslash,
- count_tokens,
- get_tool_call_id,
- get_utc_time,
- json_dumps,
-)
-
-logger = get_logger(__name__)
-
-def get_gemini_endpoint_and_headers(
- base_url: str,
- model: Optional[str],
- api_key: str,
- key_in_header: bool = True,
- generate_content: bool = False,
-) -> Tuple[str, dict]:
- """
- Dynamically generate the model endpoint and headers.
- """
- url = f"{base_url}/v1beta/models"
-
- # Add the model
- if model is not None:
- url += f"/{model}"
-
- # Add extension for generating content if we're hitting the LM
- if generate_content:
- url += ":generateContent"
-
- # Decide if api key should be in header or not
- # Two ways to pass the key: https://ai.google.dev/tutorials/setup
- if key_in_header:
- headers = {"Content-Type": "application/json", "x-goog-api-key": api_key}
- else:
- url += f"?key={api_key}"
- headers = {"Content-Type": "application/json"}
-
- return url, headers
-
-def google_ai_get_model_details(
- base_url: str, api_key: str, model: str, key_in_header: bool = True
-) -> List[dict]:
- from mirix.utils import printd
-
- url, headers = get_gemini_endpoint_and_headers(
- base_url, model, api_key, key_in_header
- )
-
- try:
- response = requests.get(url, headers=headers)
- printd(f"response = {response}")
- response.raise_for_status() # Raises HTTPError for 4XX/5XX status
- response = response.json() # convert to dict from string
- printd(f"response.json = {response}")
-
- # Grab the models out
- return response
-
- except requests.exceptions.HTTPError as http_err:
- # Handle HTTP errors (e.g., response 4XX, 5XX)
- printd(f"Got HTTPError, exception={http_err}")
- # Print the HTTP status code
- logger.debug("HTTP Error: %s", http_err.response.status_code)
- # Print the response content (error message from server)
- logger.debug("Message: %s", http_err.response.text)
- raise http_err
-
- except requests.exceptions.RequestException as req_err:
- # Handle other requests-related errors (e.g., connection error)
- printd(f"Got RequestException, exception={req_err}")
- raise req_err
-
- except Exception as e:
- # Handle other potential errors
- printd(f"Got unknown Exception, exception={e}")
- raise e
-
-def google_ai_get_model_context_window(
- base_url: str, api_key: str, model: str, key_in_header: bool = True
-) -> int:
- model_details = google_ai_get_model_details(
- base_url=base_url, api_key=api_key, model=model, key_in_header=key_in_header
- )
- # TODO should this be:
- # return model_details["inputTokenLimit"] + model_details["outputTokenLimit"]
- return int(model_details["inputTokenLimit"])
-
-def google_ai_get_model_list(
- base_url: str, api_key: str, key_in_header: bool = True
-) -> List[dict]:
- from mirix.utils import printd
-
- url, headers = get_gemini_endpoint_and_headers(
- base_url, None, api_key, key_in_header
- )
-
- try:
- response = requests.get(url, headers=headers)
- response.raise_for_status() # Raises HTTPError for 4XX/5XX status
- response = response.json() # convert to dict from string
-
- # Grab the models out
- model_list = response["models"]
- return model_list
-
- except requests.exceptions.HTTPError as http_err:
- # Handle HTTP errors (e.g., response 4XX, 5XX)
- printd(f"Got HTTPError, exception={http_err}")
- # Print the HTTP status code
- logger.debug("HTTP Error: %s", http_err.response.status_code)
- # Print the response content (error message from server)
- logger.debug("Message: %s", http_err.response.text)
- raise http_err
-
- except requests.exceptions.RequestException as req_err:
- # Handle other requests-related errors (e.g., connection error)
- printd(f"Got RequestException, exception={req_err}")
- raise req_err
-
- except Exception as e:
- # Handle other potential errors
- printd(f"Got unknown Exception, exception={e}")
- raise e
-
-def add_dummy_model_messages(messages: List[dict]) -> List[dict]:
- """Google AI API requires all function call returns are immediately followed by a 'model' role message.
-
- In Mirix, the 'model' will often call a function (e.g. send_message) that itself yields to the user,
- so there is no natural follow-up 'model' role message.
-
- To satisfy the Google AI API restrictions, we can add a dummy 'yield' message
- with role == 'model' that is placed in-betweeen and function output
- (role == 'tool') and user message (role == 'user').
- """
- dummy_yield_message = {
- "role": "model",
- "parts": [
- {
- "text": f"{NON_USER_MSG_PREFIX}Function call returned, waiting for user response."
- }
- ],
- }
- messages_with_padding = []
- for i, message in enumerate(messages):
- messages_with_padding.append(message)
- # Check if the current message role is 'tool' and the next message role is 'user'
- if message["role"] in ["tool", "function"] and (
- i + 1 < len(messages) and messages[i + 1]["role"] == "user"
- ):
- messages_with_padding.append(dummy_yield_message)
-
- return messages_with_padding
-
-# TODO use pydantic model as input
-def to_google_ai(openai_message_dict: dict) -> dict:
- # TODO supports "parts" as part of multimodal support
- assert not isinstance(openai_message_dict["content"], list), (
- "Multi-part content is message not yet supported"
- )
- if openai_message_dict["role"] == "user":
- google_ai_message_dict = {
- "role": "user",
- "parts": [{"text": openai_message_dict["content"]}],
- }
- elif openai_message_dict["role"] == "assistant":
- google_ai_message_dict = {
- "role": "model", # NOTE: diff
- "parts": [{"text": openai_message_dict["content"]}],
- }
- elif openai_message_dict["role"] == "tool":
- google_ai_message_dict = {
- "role": "function", # NOTE: diff
- "parts": [{"text": openai_message_dict["content"]}],
- }
- else:
- raise ValueError(
- f"Unsupported conversion (OpenAI -> Google AI) from role {openai_message_dict['role']}"
- )
- return google_ai_message_dict
-
-# TODO convert return type to pydantic
-def convert_tools_to_google_ai_format(
- tools: List[Tool], inner_thoughts_in_kwargs: Optional[bool] = True
-) -> List[dict]:
- """
- OpenAI style:
- "tools": [{
- "type": "function",
- "function": {
- "name": "find_movies",
- "description": "find ....",
- "parameters": {
- "type": "object",
- "properties": {
- PARAM: {
- "type": PARAM_TYPE, # eg "string"
- "description": PARAM_DESCRIPTION,
- },
- ...
- },
- "required": List[str],
- }
- }
- }
- ]
-
- Google AI style:
- "tools": [{
- "functionDeclarations": [{
- "name": "find_movies",
- "description": "find movie titles currently playing in theaters based on any description, genre, title words, etc.",
- "parameters": {
- "type": "OBJECT",
- "properties": {
- "location": {
- "type": "STRING",
- "description": "The city and state, e.g. San Francisco, CA or a zip code e.g. 95616"
- },
- "description": {
- "type": "STRING",
- "description": "Any kind of description including category or genre, title words, attributes, etc."
- }
- },
- "required": ["description"]
- }
- }, {
- "name": "find_theaters",
- ...
- """
- function_list = [
- dict(
- name=t.function.name,
- description=t.function.description,
- parameters=t.function.parameters, # TODO need to unpack
- )
- for t in tools
- ]
-
- # Correct casing + add inner thoughts if needed
- for func in function_list:
- func["parameters"]["type"] = "OBJECT"
- for param_name, param_fields in func["parameters"]["properties"].items():
- param_fields["type"] = param_fields["type"].upper()
- return [{"functionDeclarations": function_list}]
-
-def convert_google_ai_response_to_chatcompletion(
- response_json: dict, # REST response from Google AI API
- model: str, # Required since not returned
- input_messages: Optional[
- List[dict]
- ] = None, # Required if the API doesn't return UsageMetadata
-) -> ChatCompletionResponse:
- """Google AI API response format is not the same as ChatCompletion, requires unpacking
-
- Example:
- {
- "candidates": [
- {
- "content": {
- "parts": [
- {
- 'thought': True, 'thoughtSignature': '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'
- },
- {
- "text": " OK. Barbie is showing in two theaters in Mountain View, CA: AMC Mountain View 16 and Regal Edwards 14."
- },
- {
- 'functionCall': {'name': 'update_topic', 'args': {'topic': 'greeting'}}
- }
- ]
- }
- }
- ],
- "usageMetadata": {
- "promptTokenCount": 9,
- "candidatesTokenCount": 27,
- "totalTokenCount": 36
- }
- }
- """
- try:
- choices = []
- index = 0
- for candidate in response_json["candidates"]:
- content = candidate["content"]
-
- role = content["role"]
- assert role == "model", f"Unknown role in response: {role}"
-
- parts = content["parts"]
- # TODO support parts / multimodal
- # TODO support parallel tool calling natively
- # TODO Alternative here is to throw away everything else except for the first part
- for response_message in parts:
- # Convert the actual message style to OpenAI style
- if (
- "functionCall" in response_message
- and response_message["functionCall"] is not None
- ):
- function_call = response_message["functionCall"]
- assert isinstance(function_call, dict), function_call
- function_name = function_call["name"]
- assert isinstance(function_name, str), function_name
- function_args = function_call["args"]
- assert isinstance(function_args, dict), function_args
-
- # Google AI API doesn't generate tool call IDs
- openai_response_message = Message(
- role="assistant", # NOTE: "model" -> "assistant"
- content=None,
- tool_calls=[
- ToolCall(
- id=get_tool_call_id(),
- type="function",
- function=FunctionCall(
- name=function_name,
- arguments=clean_json_string_extra_backslash(
- json_dumps(function_args)
- ),
- ),
- )
- ],
- )
-
- elif "thought" in response_message:
- continue
-
- else:
- # Google AI API doesn't generate tool call IDs
- openai_response_message = Message(
- role="assistant", # NOTE: "model" -> "assistant"
- content=response_message["text"],
- )
-
- # Google AI API uses different finish reason strings than OpenAI
- # OpenAI: 'stop', 'length', 'function_call', 'content_filter', null
- # see: https://platform.openai.com/docs/guides/text-generation/chat-completions-api
- # Google AI API: FINISH_REASON_UNSPECIFIED, STOP, MAX_TOKENS, SAFETY, RECITATION, OTHER
- # see: https://ai.google.dev/api/python/google/ai/generativelanguage/Candidate/FinishReason
- finish_reason = candidate["finishReason"]
- if finish_reason == "STOP":
- openai_finish_reason = (
- "function_call"
- if openai_response_message.tool_calls is not None
- and len(openai_response_message.tool_calls) > 0
- else "stop"
- )
- elif finish_reason == "MAX_TOKENS":
- openai_finish_reason = "length"
- elif finish_reason == "SAFETY":
- openai_finish_reason = "content_filter"
- elif finish_reason == "RECITATION":
- openai_finish_reason = "content_filter"
- else:
- raise ValueError(
- f"Unrecognized finish reason in Google AI response: {finish_reason}"
- )
-
- choices.append(
- Choice(
- finish_reason=openai_finish_reason,
- index=index,
- message=openai_response_message,
- )
- )
- index += 1
-
- # if len(choices) > 1:
- # raise UserWarning(f"Unexpected number of candidates in response (expected 1, got {len(choices)})")
-
- # NOTE: some of the Google AI APIs show UsageMetadata in the response, but it seems to not exist?
- # "usageMetadata": {
- # "promptTokenCount": 9,
- # "candidatesTokenCount": 27,
- # "totalTokenCount": 36
- # }
- if "usageMetadata" in response_json:
- usage = UsageStatistics(
- prompt_tokens=response_json["usageMetadata"]["promptTokenCount"],
- completion_tokens=response_json["usageMetadata"][
- "candidatesTokenCount"
- ],
- total_tokens=response_json["usageMetadata"]["totalTokenCount"],
- )
- else:
- # Count it ourselves
- assert input_messages is not None, (
- "Didn't get UsageMetadata from the API response, so input_messages is required"
- )
- prompt_tokens = count_tokens(
- json_dumps(input_messages)
- ) # NOTE: this is a very rough approximation
- completion_tokens = count_tokens(
- json_dumps(openai_response_message.model_dump())
- ) # NOTE: this is also approximate
- total_tokens = prompt_tokens + completion_tokens
- usage = UsageStatistics(
- prompt_tokens=prompt_tokens,
- completion_tokens=completion_tokens,
- total_tokens=total_tokens,
- )
-
- response_id = str(uuid.uuid4())
- return ChatCompletionResponse(
- id=response_id,
- choices=choices,
- model=model, # NOTE: Google API doesn't pass back model in the response
- created=get_utc_time(),
- usage=usage,
- )
- except KeyError as e:
- raise e
-
-def extract_content(content):
- import re
-
- pattern = r"([^<]+)?(?:\s*(.*?)\s*)?"
- matches = re.findall(pattern, content)
-
- result = []
- for text, image in matches:
- if text and text.strip():
- result.append({"type": "text", "text": text.strip()})
- if image and image.strip():
- result.append({"type": "image_url", "image_url": image.strip()})
-
- return result
-
-# TODO convert 'data' type to pydantic
-def google_ai_chat_completions_request(
- base_url: str,
- model: str,
- api_key: str,
- data: dict,
- key_in_header: bool = True,
- add_postfunc_model_messages: bool = True,
- # NOTE: Google AI API doesn't support mixing parts 'text' and 'function',
- # so there's no clean way to put inner thoughts in the same message as a function call
- inner_thoughts_in_kwargs: bool = True,
- image_uris: Optional[List[str]] = None,
- get_input_data_for_debugging: bool = False,
-) -> ChatCompletionResponse:
- """https://ai.google.dev/docs/function_calling
-
- From https://ai.google.dev/api/rest#service-endpoint:
- "A service endpoint is a base URL that specifies the network address of an API service.
- One service might have multiple service endpoints.
- This service has the following service endpoint and all URIs below are relative to this service endpoint:
- https://xxx.googleapis.com
- """
-
- assert api_key is not None, "Missing api_key when calling Google AI"
-
- url, headers = get_gemini_endpoint_and_headers(
- base_url, model, api_key, key_in_header, generate_content=True
- )
-
- # data["contents"][-1]["role"] = "model"
- if add_postfunc_model_messages:
- data["contents"] = add_dummy_model_messages(data["contents"])
-
- num_processed_images = 0
-
- for contents in data["contents"][::-1]:
- if contents["role"] == "user":
- assert len(contents["parts"]) == 1
- part = contents["parts"][0]
-
- if "" in part["text"] and "" in part["text"]:
- new_parts = []
-
- # for item in extract_content(json.loads(part['text'])['message']):
- for item in extract_content(part["text"]):
- if item["type"] == "text":
- new_parts.append({"text": item["text"]})
-
- elif item["type"] == "image_url":
- if (
- image_uris is not None
- and "existing_image_uris" in image_uris
- and item["image_url"] in image_uris["existing_image_uris"]
- ):
- new_parts.append(
- {
- "file_data": {
- "mime_type": "image/png",
- "file_uri": item["image_url"],
- }
- }
- )
- num_processed_images += 1
- else:
- new_parts.append(
- {
- "text": "[This image has been deleted (maybe because it is either repeated or unimportant)]"
- }
- )
-
- contents["parts"] = new_parts
-
- if num_processed_images >= MAX_IMAGES_TO_PROCESS:
- break
-
- if get_input_data_for_debugging:
- return data
-
- import time
-
- s1 = time.time()
- response_json = make_post_request(url, headers, data)
- s2 = time.time()
- logger.debug("Query Takes time:", s2 - s1)
-
- if len(response_json["candidates"][0]["content"]) == 0:
- raise ValueError("Empty response from Google AI API")
-
- return convert_google_ai_response_to_chatcompletion(
- response_json=response_json,
- model=data.get("model"),
- input_messages=data["contents"],
- )
diff --git a/mirix/llm_api/google_ai_client.py b/mirix/llm_api/google_ai_client.py
index da5e49c6..8fd7fd21 100644
--- a/mirix/llm_api/google_ai_client.py
+++ b/mirix/llm_api/google_ai_client.py
@@ -23,6 +23,7 @@
Choice,
FunctionCall,
Message,
+ PromptTokensDetails,
ToolCall,
UsageStatistics,
)
@@ -88,12 +89,23 @@ def build_request_data(
"max_output_tokens": llm_config.max_tokens,
}
- # Only add thinkingConfig for models that support it
- # gemini-2.0-flash and gemini-1.5-pro don't support thinking
- if not ("2.0" in llm_config.model or "1.5" in llm_config.model):
- generation_config["thinkingConfig"] = {
- "thinkingBudget": 1024
- } # TODO: put into llm_config
+ # Determine if model supports thinking
+ # Gemini 2.5 and later support thinking, 1.5 and 2.0 don't
+ model_supports_thinking = not (
+ "2.0" in llm_config.model or "1.5" in llm_config.model
+ )
+
+ # Add thinkingConfig if enabled and model supports it
+ if llm_config.enable_reasoner and model_supports_thinking:
+ thinking_budget = (
+ llm_config.max_reasoning_tokens
+ if llm_config.max_reasoning_tokens > 0
+ else 1024
+ )
+ generation_config["thinkingConfig"] = {"thinkingBudget": thinking_budget}
+ logger.debug(
+ f"Google AI thinking enabled: model={llm_config.model}, budget={thinking_budget}"
+ )
contents = self.combine_tool_responses(contents)
@@ -312,7 +324,7 @@ def convert_response_to_chat_completion(
for candidate in response_data["candidates"]:
content = candidate["content"]
- if 'role' not in content:
+ if "role" not in content:
raise ValueError("Empty response from Google AI API")
role = content["role"]
@@ -320,7 +332,20 @@ def convert_response_to_chat_completion(
parts = content["parts"]
+ # Collect thinking/reasoning content and other content separately
+ reasoning_content = None
+ text_content = None
+ tool_calls_list = []
+
for response_message in parts:
+ # Check for thinking/thought content (Google AI reasoning)
+ if "thought" in response_message:
+ reasoning_content = response_message["thought"]
+ logger.debug(
+ f"Google AI reasoning content received: {len(reasoning_content)} chars"
+ )
+ continue
+
# Convert the actual message style to OpenAI style
if (
"functionCall" in response_message
@@ -333,63 +358,68 @@ def convert_response_to_chat_completion(
function_args = function_call["args"]
assert isinstance(function_args, dict), function_args
- # Google AI API doesn't generate tool call IDs
- openai_response_message = Message(
- role="assistant", # NOTE: "model" -> "assistant"
- content=None,
- tool_calls=[
- ToolCall(
- id=get_tool_call_id(),
- type="function",
- function=FunctionCall(
- name=function_name,
- arguments=clean_json_string_extra_backslash(
- json_dumps(function_args)
- ),
+ tool_calls_list.append(
+ ToolCall(
+ id=get_tool_call_id(),
+ type="function",
+ function=FunctionCall(
+ name=function_name,
+ arguments=clean_json_string_extra_backslash(
+ json_dumps(function_args)
),
- )
- ],
- )
-
- else:
- # Google AI API doesn't generate tool call IDs
- openai_response_message = Message(
- role="assistant", # NOTE: "model" -> "assistant"
- content=response_message["text"],
+ ),
+ )
)
+ elif "text" in response_message:
+ text_content = response_message["text"]
+
+ # Build the message with all collected parts
+ if tool_calls_list:
+ openai_response_message = Message(
+ role="assistant",
+ content=text_content,
+ tool_calls=tool_calls_list,
+ reasoning_content=reasoning_content,
+ )
+ else:
+ openai_response_message = Message(
+ role="assistant",
+ content=text_content,
+ reasoning_content=reasoning_content,
+ )
- # Google AI API uses different finish reason strings than OpenAI
- # OpenAI: 'stop', 'length', 'function_call', 'content_filter', null
- # see: https://platform.openai.com/docs/guides/text-generation/chat-completions-api
- # Google AI API: FINISH_REASON_UNSPECIFIED, STOP, MAX_TOKENS, SAFETY, RECITATION, OTHER
- # see: https://ai.google.dev/api/python/google/ai/generativelanguage/Candidate/FinishReason
- finish_reason = candidate["finishReason"]
- if finish_reason == "STOP":
- openai_finish_reason = (
- "function_call"
- if openai_response_message.tool_calls is not None
- and len(openai_response_message.tool_calls) > 0
- else "stop"
- )
- elif finish_reason == "MAX_TOKENS":
- openai_finish_reason = "length"
- elif finish_reason == "SAFETY":
- openai_finish_reason = "content_filter"
- elif finish_reason == "RECITATION":
- openai_finish_reason = "content_filter"
- else:
- raise ValueError(
- f"Unrecognized finish reason in Google AI response: {finish_reason}"
- )
+ # Google AI API uses different finish reason strings than OpenAI
+ # OpenAI: 'stop', 'length', 'function_call', 'content_filter', null
+ # see: https://platform.openai.com/docs/guides/text-generation/chat-completions-api
+ # Google AI API: FINISH_REASON_UNSPECIFIED, STOP, MAX_TOKENS, SAFETY, RECITATION, OTHER
+ # see: https://ai.google.dev/api/python/google/ai/generativelanguage/Candidate/FinishReason
+ finish_reason = candidate["finishReason"]
+ if finish_reason == "STOP":
+ openai_finish_reason = (
+ "function_call"
+ if openai_response_message.tool_calls is not None
+ and len(openai_response_message.tool_calls) > 0
+ else "stop"
+ )
+ elif finish_reason == "MAX_TOKENS":
+ openai_finish_reason = "length"
+ elif finish_reason == "SAFETY":
+ openai_finish_reason = "content_filter"
+ elif finish_reason == "RECITATION":
+ openai_finish_reason = "content_filter"
+ else:
+ raise ValueError(
+ f"Unrecognized finish reason in Google AI response: {finish_reason}"
+ )
- choices.append(
- Choice(
- finish_reason=openai_finish_reason,
- index=index,
- message=openai_response_message,
- )
+ choices.append(
+ Choice(
+ finish_reason=openai_finish_reason,
+ index=index,
+ message=openai_response_message,
)
- index += 1
+ )
+ index += 1
# NOTE: some of the Google AI APIs show UsageMetadata in the response, but it seems to not exist?
# "usageMetadata": {
@@ -416,10 +446,18 @@ def convert_response_to_chat_completion(
completion_tokens = usage_data["candidatesTokenCount"]
total_tokens = usage_data["totalTokenCount"]
+ # Extract cached tokens from Google's format (cachedContentTokenCount)
+ cached_tokens = usage_data.get("cachedContentTokenCount", 0)
+ prompt_tokens_details = (
+ PromptTokensDetails(cached_tokens=cached_tokens)
+ if cached_tokens > 0
+ else None
+ )
usage = UsageStatistics(
prompt_tokens=prompt_tokens,
completion_tokens=completion_tokens,
total_tokens=total_tokens,
+ prompt_tokens_details=prompt_tokens_details,
)
else:
# Count it ourselves
diff --git a/mirix/llm_api/llm_api_tools.py b/mirix/llm_api/llm_api_tools.py
deleted file mode 100755
index a61b31ca..00000000
--- a/mirix/llm_api/llm_api_tools.py
+++ /dev/null
@@ -1,545 +0,0 @@
-import random
-import time
-from typing import TYPE_CHECKING, List, Optional
-
-import requests
-
-from mirix.constants import CLI_WARNING_PREFIX
-from mirix.log import get_logger
-
-logger = get_logger(__name__)
-
-if TYPE_CHECKING:
- from mirix.interface import AgentChunkStreamingInterface
-
-from mirix.errors import MirixConfigurationError, RateLimitExceededError
-from mirix.llm_api.anthropic import (
- anthropic_bedrock_chat_completions_request,
- anthropic_chat_completions_request,
-)
-from mirix.llm_api.aws_bedrock import has_valid_aws_credentials
-from mirix.llm_api.azure_openai import azure_openai_chat_completions_request
-from mirix.llm_api.google_ai import (
- convert_tools_to_google_ai_format,
- google_ai_chat_completions_request,
-)
-from mirix.llm_api.openai import (
- build_openai_chat_completions_request,
- openai_chat_completions_request,
-)
-from mirix.schemas.llm_config import LLMConfig
-from mirix.schemas.message import Message
-from mirix.schemas.openai.chat_completion_request import (
- ChatCompletionRequest,
- Tool,
- cast_message_to_subtype,
-)
-from mirix.schemas.openai.chat_completion_response import ChatCompletionResponse
-from mirix.settings import ModelSettings
-from mirix.utils import num_tokens_from_functions, num_tokens_from_messages
-
-LLM_API_PROVIDER_OPTIONS = [
- "openai",
- "azure",
- "anthropic",
- "google_ai",
- "cohere",
- "local",
- "groq",
-]
-
-
-def retry_with_exponential_backoff(
- func,
- initial_delay: float = 1,
- exponential_base: float = 2,
- jitter: bool = True,
- max_retries: int = 20,
- # List of OpenAI error codes: https://github.com/openai/openai-python/blob/17ac6779958b2b74999c634c4ea4c7b74906027a/src/openai/_client.py#L227-L250
- # 429 = rate limit
- error_codes: tuple = (429,),
-):
- """Retry a function with exponential backoff."""
-
- def wrapper(*args, **kwargs):
- pass
-
- # Initialize variables
- num_retries = 0
- delay = initial_delay
-
- # Loop until a successful response or max_retries is hit or an exception is raised
- while True:
- try:
- return func(*args, **kwargs)
-
- except requests.exceptions.HTTPError as http_err:
- if not hasattr(http_err, "response") or not http_err.response:
- raise
-
- # Retry on specified errors
- if http_err.response.status_code in error_codes:
- # Increment retries
- num_retries += 1
-
- # Check if max retries has been reached
- if num_retries > max_retries:
- raise RateLimitExceededError(
- "Maximum number of retries exceeded",
- max_retries=max_retries,
- )
-
- # Increment the delay
- delay *= exponential_base * (1 + jitter * random.random())
-
- # Sleep for the delay
- # printd(f"Got a rate limit error ('{http_err}') on LLM backend request, waiting {int(delay)}s then retrying...")
- logger.debug(
- f"{CLI_WARNING_PREFIX}Got a rate limit error ('{http_err}') on LLM backend request, waiting {int(delay)}s then retrying..."
- )
- time.sleep(delay)
- else:
- # For other HTTP errors, re-raise the exception
- raise
-
- # Raise exceptions for any errors not specified
- except Exception as e:
- raise e
-
- return wrapper
-
-
-@retry_with_exponential_backoff
-def create(
- # agent_state: AgentState,
- llm_config: LLMConfig,
- messages: List[Message],
- functions: Optional[list] = None,
- functions_python: Optional[dict] = None,
- function_call: Optional[
- str
- ] = None, # see: https://platform.openai.com/docs/api-reference/chat/create#chat-create-tool_choice
- # hint
- first_message: bool = False,
- force_tool_call: Optional[str] = None, # Force a specific tool to be called
- # use tool naming?
- # if false, will use deprecated 'functions' style
- use_tool_naming: bool = True,
- # streaming?
- stream: bool = False,
- stream_interface=None,
- max_tokens: Optional[int] = None,
- summarizing: bool = False,
- model_settings: Optional[dict] = None, # TODO: eventually pass from server
- image_uris: Optional[List[str]] = None, # TODO: inside messages
- extra_messages: Optional[List[Message]] = None,
- get_input_data_for_debugging: bool = False,
-) -> ChatCompletionResponse:
- """Return response to chat completion with backoff"""
- from mirix.utils import printd
-
- # Count the tokens first, if there's an overflow exit early by throwing an error up the stack
- # NOTE: we want to include a specific substring in the error message to trigger summarization
- messages_oai_format = [m.to_openai_dict() for m in messages]
- prompt_tokens = num_tokens_from_messages(
- messages=messages_oai_format, model=llm_config.model
- )
- function_tokens = (
- num_tokens_from_functions(functions=functions, model=llm_config.model)
- if functions
- else 0
- )
- if prompt_tokens + function_tokens > llm_config.context_window:
- raise Exception(
- f"Request exceeds maximum context length ({prompt_tokens + function_tokens} > {llm_config.context_window} tokens)"
- )
-
- if not model_settings:
- from mirix.settings import model_settings
-
- model_settings = model_settings
- assert isinstance(model_settings, ModelSettings)
-
- printd(
- f"Using model {llm_config.model_endpoint_type}, endpoint: {llm_config.model_endpoint}"
- )
-
- if function_call and not functions:
- printd("unsetting function_call because functions is None")
- function_call = None
-
- # openai
- if llm_config.model_endpoint_type == "openai":
- # Check for database-stored API key first, fall back to model_settings
- from mirix.services.provider_manager import ProviderManager
-
- openai_override_key = ProviderManager().get_openai_override_key()
- has_openai_key = openai_override_key or model_settings.openai_api_key
-
- if (
- has_openai_key is None
- and llm_config.model_endpoint == "https://api.openai.com/v1"
- ):
- # only is a problem if we are *not* using an openai proxy
- raise MirixConfigurationError(
- message="OpenAI key is missing from mirix config file",
- missing_fields=["openai_api_key"],
- )
-
- if function_call is None and functions is not None and len(functions) > 0:
- # force function calling for reliability, see https://platform.openai.com/docs/api-reference/chat/create#chat-create-tool_choice
- # TODO move into LLMConfig
- function_call = "required"
-
- data = build_openai_chat_completions_request(
- llm_config, messages, functions, function_call, use_tool_naming, max_tokens
- )
- # if stream: # Client requested token streaming
- # data.stream = True
- # assert isinstance(stream_interface, AgentChunkStreamingInterface) or isinstance(
- # stream_interface, AgentRefreshStreamingInterface
- # ), type(stream_interface)
- # response = openai_chat_completions_process_stream(
- # url=llm_config.model_endpoint, # https://api.openai.com/v1 -> https://api.openai.com/v1/chat/completions
- # api_key=model_settings.openai_api_key,
- # chat_completion_request=data,
- # stream_interface=stream_interface,
- # )
- # else: # Client did not request token streaming (expect a blocking backend response)
- response = openai_chat_completions_request(
- url=llm_config.model_endpoint, # https://api.openai.com/v1 -> https://api.openai.com/v1/chat/completions
- api_key=has_openai_key,
- chat_completion_request=data,
- get_input_data_for_debugging=get_input_data_for_debugging,
- )
-
- if get_input_data_for_debugging:
- return response
-
- return response
-
- # azure
- elif llm_config.model_endpoint_type == "azure":
- if stream:
- raise NotImplementedError(
- f"Streaming not yet implemented for {llm_config.model_endpoint_type}"
- )
-
- if model_settings.azure_api_key is None:
- raise MirixConfigurationError(
- message="Azure API key is missing. Did you set AZURE_API_KEY in your env?",
- missing_fields=["azure_api_key"],
- )
-
- if model_settings.azure_base_url is None:
- raise MirixConfigurationError(
- message="Azure base url is missing. Did you set AZURE_BASE_URL in your env?",
- missing_fields=["azure_base_url"],
- )
-
- if model_settings.azure_api_version is None:
- raise MirixConfigurationError(
- message="Azure API version is missing. Did you set AZURE_API_VERSION in your env?",
- missing_fields=["azure_api_version"],
- )
-
- # Set the llm config model_endpoint from model_settings
- # For Azure, this model_endpoint is required to be configured via env variable, so users don't need to provide it in the LLM config
- llm_config.model_endpoint = model_settings.azure_base_url
- chat_completion_request = build_openai_chat_completions_request(
- llm_config,
- messages,
- functions,
- function_call,
- use_tool_naming,
- max_tokens,
- )
-
- response = azure_openai_chat_completions_request(
- model_settings=model_settings,
- llm_config=llm_config,
- api_key=model_settings.azure_api_key,
- chat_completion_request=chat_completion_request,
- )
-
- # TODO: Implement unpack_all_inner_thoughts_from_kwargs if needed
- # if llm_config.put_inner_thoughts_in_kwargs:
- # response = unpack_all_inner_thoughts_from_kwargs(
- # response=response
- # )
-
- return response
-
- elif llm_config.model_endpoint_type == "google_ai":
- if stream:
- raise NotImplementedError(
- f"Streaming not yet implemented for {llm_config.model_endpoint_type}"
- )
- if not use_tool_naming:
- raise NotImplementedError(
- "Only tool calling supported on Google AI API requests"
- )
-
- if functions is not None:
- tools = [{"type": "function", "function": f} for f in functions]
- tools = [Tool(**t) for t in tools]
- tools = convert_tools_to_google_ai_format(
- tools, inner_thoughts_in_kwargs=llm_config.put_inner_thoughts_in_kwargs
- )
- else:
- tools = None
-
- # we should insert extra_messages here
- if extra_messages is not None:
- ## Choice 1: insert at the end:
- # messages.extend(extra_messages)
-
- ## Choice 2: insert chronologically:
- new_messages = []
-
- last_message_type = None
- while len(messages) > 0 or len(extra_messages) > 0:
- if len(extra_messages) == 0 and len(messages) > 0:
- new_messages.append(messages.pop(0))
- last_message_type = "chat"
-
- elif len(messages) == 0 and len(extra_messages) > 0:
- if last_message_type is not None and last_message_type == "extra":
- # It means two extra messages in a row. Then we need to put them into one message:
- m = extra_messages.pop(0)
- new_messages[-1].text += (
- "\n"
- + "Timestamp: "
- + m.created_at.strftime("%Y-%m-%d %H:%M:%S")
- + "\tScreenshot:"
- + m.text
- )
-
- else:
- m = extra_messages.pop(0)
- m.text = (
- "Timestamp: "
- + m.created_at.strftime("%Y-%m-%d %H:%M:%S")
- + "\tScreenshot:"
- + m.text
- )
- new_messages.append(m)
-
- last_message_type = "extra"
-
- elif (
- messages[0].created_at.timestamp()
- < extra_messages[0].created_at.timestamp()
- ):
- new_messages.append(messages.pop(0))
- last_message_type = "chat"
-
- else:
- if last_message_type is not None and last_message_type == "extra":
- # It means two extra messages in a row. Then we need to put them into one message:
- m = extra_messages.pop(0)
- new_messages[-1].text += (
- "\n"
- + "Timestamp: "
- + m.created_at.strftime("%Y-%m-%d %H:%M:%S")
- + "\tScreenshot:"
- + m.text
- )
-
- else:
- m = extra_messages.pop(0)
- m.text = (
- "Timestamp: "
- + m.created_at.strftime("%Y-%m-%d %H:%M:%S")
- + "\tScreenshot:"
- + m.text
- )
- new_messages.append(m)
-
- last_message_type = "extra"
-
- messages = new_messages
-
- message_contents = [m.to_google_ai_dict() for m in messages]
-
- # Check for database-stored API key first, fall back to model_settings
- from mirix.services.provider_manager import ProviderManager
-
- override_key = ProviderManager().get_gemini_override_key()
- api_key = override_key if override_key else model_settings.gemini_api_key
-
- return google_ai_chat_completions_request(
- base_url=llm_config.model_endpoint,
- model=llm_config.model,
- api_key=api_key,
- # see structure of payload here: https://ai.google.dev/docs/function_calling
- data=dict(
- contents=message_contents,
- tools=tools,
- ),
- inner_thoughts_in_kwargs=llm_config.put_inner_thoughts_in_kwargs,
- image_uris=image_uris,
- get_input_data_for_debugging=get_input_data_for_debugging,
- )
-
- elif llm_config.model_endpoint_type == "anthropic":
- if stream:
- raise NotImplementedError(
- f"Streaming not yet implemented for {llm_config.model_endpoint_type}"
- )
- if not use_tool_naming:
- raise NotImplementedError(
- "Only tool calling supported on Anthropic API requests"
- )
-
- tool_call = None
- if force_tool_call is not None:
- tool_call = {"type": "function", "function": {"name": force_tool_call}}
- assert functions is not None
-
- return anthropic_chat_completions_request(
- data=ChatCompletionRequest(
- model=llm_config.model,
- messages=[
- cast_message_to_subtype(m.to_openai_dict()) for m in messages
- ],
- tools=(
- [{"type": "function", "function": f} for f in functions]
- if functions
- else None
- ),
- tool_choice=tool_call,
- # user=str(user_id),
- # NOTE: max_tokens is required for Anthropic API
- max_tokens=4096, # TODO make dynamic
- image_uris=image_uris["image_uris"],
- ),
- )
-
- # elif llm_config.model_endpoint_type == "cohere":
- # if stream:
- # raise NotImplementedError(f"Streaming not yet implemented for {llm_config.model_endpoint_type}")
- # if not use_tool_naming:
- # raise NotImplementedError("Only tool calling supported on Cohere API requests")
- #
- # if functions is not None:
- # tools = [{"type": "function", "function": f} for f in functions]
- # tools = [Tool(**t) for t in tools]
- # else:
- # tools = None
- #
- # return cohere_chat_completions_request(
- # # url=llm_config.model_endpoint,
- # url="https://api.cohere.ai/v1", # TODO
- # api_key=os.getenv("COHERE_API_KEY"), # TODO remove
- # chat_completion_request=ChatCompletionRequest(
- # model="command-r-plus", # TODO
- # messages=[cast_message_to_subtype(m.to_openai_dict()) for m in messages],
- # tools=tools,
- # tool_choice=function_call,
- # # user=str(user_id),
- # # NOTE: max_tokens is required for Anthropic API
- # # max_tokens=1024, # TODO make dynamic
- # ),
- # )
-
- elif llm_config.model_endpoint_type == "groq":
- if stream:
- raise NotImplementedError("Streaming not yet implemented for Groq.")
-
- if (
- model_settings.groq_api_key is None
- and llm_config.model_endpoint
- == "https://api.groq.com/openai/v1/chat/completions"
- ):
- raise MirixConfigurationError(
- message="Groq key is missing from mirix config file",
- missing_fields=["groq_api_key"],
- )
-
- tools = (
- [{"type": "function", "function": f} for f in functions]
- if functions is not None
- else None
- )
- data = ChatCompletionRequest(
- model=llm_config.model,
- messages=[
- m.to_openai_dict(
- put_inner_thoughts_in_kwargs=llm_config.put_inner_thoughts_in_kwargs
- )
- for m in messages
- ],
- tools=tools,
- tool_choice=function_call,
- )
-
- # https://console.groq.com/docs/openai
- # "The following fields are currently not supported and will result in a 400 error (yikes) if they are supplied:"
- assert data.top_logprobs is None
- assert data.logit_bias is None
- assert not data.logprobs
- assert data.n == 1
- # They mention that none of the messages can have names, but it seems to not error out (for now)
-
- data.stream = False
- if isinstance(stream_interface, AgentChunkStreamingInterface):
- stream_interface.stream_start()
- try:
- # groq uses the openai chat completions API, so this component should be reusable
- response = openai_chat_completions_request(
- url=llm_config.model_endpoint,
- api_key=model_settings.groq_api_key,
- chat_completion_request=data,
- )
- finally:
- if isinstance(stream_interface, AgentChunkStreamingInterface):
- stream_interface.stream_end()
-
- return response
-
- elif llm_config.model_endpoint_type == "bedrock":
- """Anthropic endpoint that goes via /embeddings instead of /chat/completions"""
-
- if stream:
- raise NotImplementedError(
- "Streaming not yet implemented for Anthropic (via the /embeddings endpoint)."
- )
- if not use_tool_naming:
- raise NotImplementedError(
- "Only tool calling supported on Anthropic API requests"
- )
-
- if not has_valid_aws_credentials():
- raise MirixConfigurationError(
- message="Invalid or missing AWS credentials. Please configure valid AWS credentials."
- )
-
- tool_call = None
- if force_tool_call is not None:
- tool_call = {"type": "function", "function": {"name": force_tool_call}}
- assert functions is not None
-
- return anthropic_bedrock_chat_completions_request(
- data=ChatCompletionRequest(
- model=llm_config.model,
- messages=[
- cast_message_to_subtype(m.to_openai_dict()) for m in messages
- ],
- tools=(
- [{"type": "function", "function": f} for f in functions]
- if functions
- else None
- ),
- tool_choice=tool_call,
- # user=str(user_id),
- # NOTE: max_tokens is required for Anthropic API
- max_tokens=1024, # TODO make dynamic
- ),
- )
-
- # local model
- else:
- raise NotImplementedError(
- f"Model endpoint type '{llm_config.model_endpoint_type}' is not yet supported"
- )
diff --git a/mirix/llm_api/llm_client.py b/mirix/llm_api/llm_client.py
index 8b51bd10..5c12da14 100644
--- a/mirix/llm_api/llm_client.py
+++ b/mirix/llm_api/llm_client.py
@@ -5,7 +5,19 @@
class LLMClient:
- """Factory class for creating LLM clients based on the model endpoint type."""
+ """Factory class for creating LLM clients based on the model endpoint type.
+
+ Each client supports reasoning/thinking capabilities when enabled via llm_config:
+ - OpenAI: o-series (o1, o3, o4) and gpt-5 models with reasoning_effort parameter
+ - Azure OpenAI: Same as OpenAI for reasoning models deployed on Azure
+ - Anthropic: Claude models with extended thinking (enable_reasoner + max_reasoning_tokens)
+ - Google AI: Gemini 2.5+ models with thinkingConfig (enable_reasoner + max_reasoning_tokens)
+
+ To enable reasoning, set in LLMConfig:
+ - enable_reasoner: True (auto-enabled for o1/o3/o4/gpt-5 models)
+ - max_reasoning_tokens: Number of tokens for thinking (e.g., 1024-8192)
+ - reasoning_effort: "low" | "medium" | "high" (OpenAI only)
+ """
@staticmethod
def create(
@@ -15,10 +27,10 @@ def create(
Create an LLM client based on the model endpoint type.
Args:
- llm_config: Configuration for the LLM model
+ llm_config: Configuration for the LLM model, including reasoning settings
Returns:
- An instance of LLMClientBase subclass
+ An instance of LLMClientBase subclass configured with reasoning support
Raises:
ValueError: If the model endpoint type is not supported
diff --git a/mirix/llm_api/mistral.py b/mirix/llm_api/mistral.py
deleted file mode 100755
index b23daf49..00000000
--- a/mirix/llm_api/mistral.py
+++ /dev/null
@@ -1,47 +0,0 @@
-import requests
-
-from mirix.utils import printd, smart_urljoin
-
-
-def mistral_get_model_list(url: str, api_key: str) -> dict:
- url = smart_urljoin(url, "models")
-
- headers = {"Content-Type": "application/json"}
- if api_key is not None:
- headers["Authorization"] = f"Bearer {api_key}"
-
- printd(f"Sending request to {url}")
- response = None
- try:
- # TODO add query param "tool" to be true
- response = requests.get(url, headers=headers)
- response.raise_for_status() # Raises HTTPError for 4XX/5XX status
- response_json = response.json() # convert to dict from string
- return response_json
- except requests.exceptions.HTTPError as http_err:
- # Handle HTTP errors (e.g., response 4XX, 5XX)
- try:
- if response:
- response = response.json()
- except Exception:
- pass
- printd(f"Got HTTPError, exception={http_err}, response={response}")
- raise http_err
- except requests.exceptions.RequestException as req_err:
- # Handle other requests-related errors (e.g., connection error)
- try:
- if response:
- response = response.json()
- except Exception:
- pass
- printd(f"Got RequestException, exception={req_err}, response={response}")
- raise req_err
- except Exception as e:
- # Handle other potential errors
- try:
- if response:
- response = response.json()
- except Exception:
- pass
- printd(f"Got unknown Exception, exception={e}, response={response}")
- raise e
diff --git a/mirix/llm_api/openai.py b/mirix/llm_api/openai.py
deleted file mode 100755
index c1c4acf2..00000000
--- a/mirix/llm_api/openai.py
+++ /dev/null
@@ -1,658 +0,0 @@
-import json
-import warnings
-from typing import TYPE_CHECKING, Generator, List, Optional, Union
-
-import httpx
-import requests
-from httpx_sse import connect_sse
-from httpx_sse._exceptions import SSEError
-
-from mirix.constants import (
- OPENAI_CONTEXT_WINDOW_ERROR_SUBSTRING,
-)
-from mirix.errors import LLMError
-from mirix.log import get_logger
-
-logger = get_logger(__name__)
-
-if TYPE_CHECKING:
- from mirix.interface import (
- AgentChunkStreamingInterface,
- AgentRefreshStreamingInterface,
- )
-from mirix.llm_api.helpers import (
- convert_to_structured_output,
- make_post_request,
-)
-from mirix.schemas.llm_config import LLMConfig
-from mirix.schemas.message import Message as _Message
-from mirix.schemas.message import MessageRole as _MessageRole
-from mirix.schemas.openai.chat_completion_request import (
- ChatCompletionRequest,
- Tool,
- ToolFunctionChoice,
- cast_message_to_subtype,
-)
-from mirix.schemas.openai.chat_completion_request import (
- FunctionCall as ToolFunctionChoiceFunctionCall,
-)
-from mirix.schemas.openai.chat_completion_response import (
- ChatCompletionChunkResponse,
- ChatCompletionResponse,
- Choice,
- FunctionCall,
- Message,
- ToolCall,
- UsageStatistics,
-)
-from mirix.schemas.openai.embedding_response import EmbeddingResponse
-from mirix.utils import (
- get_tool_call_id,
- num_tokens_from_functions,
- num_tokens_from_messages,
- smart_urljoin,
-)
-
-OPENAI_SSE_DONE = "[DONE]"
-
-def openai_get_model_list(
- url: str,
- api_key: Union[str, None],
- fix_url: Optional[bool] = False,
- extra_params: Optional[dict] = None,
-) -> dict:
- """https://platform.openai.com/docs/api-reference/models/list"""
- from mirix.utils import printd
-
- # In some cases we may want to double-check the URL and do basic correction, eg:
- # In Mirix config the address for vLLM is w/o a /v1 suffix for simplicity
- # However if we're treating the server as an OpenAI proxy we want the /v1 suffix on our model hit
- if fix_url:
- if not url.endswith("/v1"):
- url = smart_urljoin(url, "v1")
-
- url = smart_urljoin(url, "models")
-
- headers = {"Content-Type": "application/json"}
- if api_key is not None:
- headers["Authorization"] = f"Bearer {api_key}"
-
- printd(f"Sending request to {url}")
- response = None
- try:
- # TODO add query param "tool" to be true
- response = requests.get(url, headers=headers, params=extra_params)
- response.raise_for_status() # Raises HTTPError for 4XX/5XX status
- response = response.json() # convert to dict from string
- printd(f"response = {response}")
- return response
- except requests.exceptions.HTTPError as http_err:
- # Handle HTTP errors (e.g., response 4XX, 5XX)
- try:
- if response:
- response = response.json()
- except Exception:
- pass
- printd(f"Got HTTPError, exception={http_err}, response={response}")
- raise http_err
- except requests.exceptions.RequestException as req_err:
- # Handle other requests-related errors (e.g., connection error)
- try:
- if response:
- response = response.json()
- except Exception:
- pass
- printd(f"Got RequestException, exception={req_err}, response={response}")
- raise req_err
- except Exception as e:
- # Handle other potential errors
- try:
- if response:
- response = response.json()
- except Exception:
- pass
- printd(f"Got unknown Exception, exception={e}, response={response}")
- raise e
-
-def build_openai_chat_completions_request(
- llm_config: LLMConfig,
- messages: List[_Message],
- functions: Optional[list],
- function_call: Optional[str],
- use_tool_naming: bool,
- max_tokens: Optional[int],
-) -> ChatCompletionRequest:
-
- openai_message_list = [
- cast_message_to_subtype(
- m.to_openai_dict()
- )
- for m in messages
- ]
-
- if llm_config.model:
- model = llm_config.model
- else:
- warnings.warn(
- f"Model type not set in llm_config: {llm_config.model_dump_json(indent=4)}"
- )
- model = None
-
- if use_tool_naming:
- if function_call is None:
- tool_choice = None
- elif function_call not in ["none", "auto", "required"]:
- tool_choice = ToolFunctionChoice(
- type="function",
- function=ToolFunctionChoiceFunctionCall(name=function_call),
- )
- else:
- tool_choice = function_call
- data = ChatCompletionRequest(
- model=model,
- messages=openai_message_list,
- tools=[Tool(type="function", function=f) for f in functions]
- if functions
- else None,
- tool_choice=tool_choice,
- max_tokens=max_tokens,
- )
- else:
- data = ChatCompletionRequest(
- model=model,
- messages=openai_message_list,
- functions=functions,
- function_call=function_call,
- max_tokens=max_tokens,
- )
- # https://platform.openai.com/docs/guides/text-generation/json-mode
- # only supported by gpt-4o, gpt-4-turbo, or gpt-3.5-turbo
- # if "gpt-4o" in llm_config.model or "gpt-4-turbo" in llm_config.model or "gpt-3.5-turbo" in llm_config.model:
- # data.response_format = {"type": "json_object"}
-
- return data
-
-def openai_chat_completions_process_stream(
- url: str,
- api_key: str,
- chat_completion_request: ChatCompletionRequest,
- stream_interface=None,
- create_message_id: bool = True,
- create_message_datetime: bool = True,
- override_tool_call_id: bool = True,
-) -> ChatCompletionResponse:
- """Process a streaming completion response, and return a ChatCompletionRequest at the end.
-
- To "stream" the response in Mirix, we want to call a streaming-compatible interface function
- on the chunks received from the OpenAI-compatible server POST SSE response.
- """
- assert chat_completion_request.stream
- assert stream_interface is not None, "Required"
-
- # Count the prompt tokens
- # TODO move to post-request?
- chat_history = [
- m.model_dump(exclude_none=True) for m in chat_completion_request.messages
- ]
- # logger.debug(chat_history)
-
- prompt_tokens = num_tokens_from_messages(
- messages=chat_history,
- model=chat_completion_request.model,
- )
- # We also need to add the cost of including the functions list to the input prompt
- if chat_completion_request.tools is not None:
- assert chat_completion_request.functions is None
- prompt_tokens += num_tokens_from_functions(
- functions=[t.function.model_dump() for t in chat_completion_request.tools],
- model=chat_completion_request.model,
- )
- elif chat_completion_request.functions is not None:
- assert chat_completion_request.tools is None
- prompt_tokens += num_tokens_from_functions(
- functions=[f.model_dump() for f in chat_completion_request.functions],
- model=chat_completion_request.model,
- )
-
- # Create a dummy Message object to get an ID and date
- # TODO(sarah): add message ID generation function
- dummy_message = _Message(
- role=_MessageRole.assistant,
- text="",
- agent_id="",
- model="",
- name=None,
- tool_calls=None,
- tool_call_id=None,
- )
-
- TEMP_STREAM_RESPONSE_ID = "temp_id"
- TEMP_STREAM_FINISH_REASON = "temp_null"
- TEMP_STREAM_TOOL_CALL_ID = "temp_id"
- chat_completion_response = ChatCompletionResponse(
- id=dummy_message.id if create_message_id else TEMP_STREAM_RESPONSE_ID,
- choices=[],
- created=dummy_message.created_at, # NOTE: doesn't matter since both will do get_utc_time()
- model=chat_completion_request.model,
- usage=UsageStatistics(
- completion_tokens=0,
- prompt_tokens=prompt_tokens,
- total_tokens=prompt_tokens,
- ),
- )
-
- if stream_interface:
- stream_interface.stream_start()
-
- n_chunks = 0 # approx == n_tokens
- try:
- for chunk_idx, chat_completion_chunk in enumerate(
- openai_chat_completions_request_stream(
- url=url,
- api_key=api_key,
- chat_completion_request=chat_completion_request,
- )
- ):
- assert isinstance(chat_completion_chunk, ChatCompletionChunkResponse), type(
- chat_completion_chunk
- )
-
- # NOTE: this assumes that the tool call ID will only appear in one of the chunks during the stream
- if override_tool_call_id:
- for choice in chat_completion_chunk.choices:
- if choice.delta.tool_calls and len(choice.delta.tool_calls) > 0:
- for tool_call in choice.delta.tool_calls:
- if tool_call.id is not None:
- tool_call.id = get_tool_call_id()
-
- if stream_interface:
- if isinstance(stream_interface, AgentChunkStreamingInterface):
- stream_interface.process_chunk(
- chat_completion_chunk,
- message_id=chat_completion_response.id
- if create_message_id
- else chat_completion_chunk.id,
- message_date=chat_completion_response.created
- if create_message_datetime
- else chat_completion_chunk.created,
- )
- elif isinstance(stream_interface, AgentRefreshStreamingInterface):
- stream_interface.process_refresh(chat_completion_response)
- else:
- raise TypeError(stream_interface)
-
- if chunk_idx == 0:
- # initialize the choice objects which we will increment with the deltas
- num_choices = len(chat_completion_chunk.choices)
- assert num_choices > 0
- chat_completion_response.choices = [
- Choice(
- finish_reason=TEMP_STREAM_FINISH_REASON, # NOTE: needs to be ovrerwritten
- index=i,
- message=Message(
- role="assistant",
- ),
- )
- for i in range(len(chat_completion_chunk.choices))
- ]
-
- # add the choice delta
- assert len(chat_completion_chunk.choices) == len(
- chat_completion_response.choices
- ), chat_completion_chunk
- for chunk_choice in chat_completion_chunk.choices:
- if chunk_choice.finish_reason is not None:
- chat_completion_response.choices[
- chunk_choice.index
- ].finish_reason = chunk_choice.finish_reason
-
- if chunk_choice.logprobs is not None:
- chat_completion_response.choices[
- chunk_choice.index
- ].logprobs = chunk_choice.logprobs
-
- accum_message = chat_completion_response.choices[
- chunk_choice.index
- ].message
- message_delta = chunk_choice.delta
-
- if message_delta.content is not None:
- content_delta = message_delta.content
- if accum_message.content is None:
- accum_message.content = content_delta
- else:
- accum_message.content += content_delta
-
- # TODO(charles) make sure this works for parallel tool calling?
- if message_delta.tool_calls is not None:
- tool_calls_delta = message_delta.tool_calls
-
- # If this is the first tool call showing up in a chunk, initialize the list with it
- if accum_message.tool_calls is None:
- accum_message.tool_calls = [
- ToolCall(
- id=TEMP_STREAM_TOOL_CALL_ID,
- function=FunctionCall(name="", arguments=""),
- )
- for _ in range(len(tool_calls_delta))
- ]
-
- # There may be many tool calls in a tool calls delta (e.g. parallel tool calls)
- for tool_call_delta in tool_calls_delta:
- if tool_call_delta.id is not None:
- # TODO assert that we're not overwriting?
- # TODO += instead of =?
- if tool_call_delta.index not in range(
- len(accum_message.tool_calls)
- ):
- warnings.warn(
- f"Tool call index out of range ({tool_call_delta.index})\ncurrent tool calls: {accum_message.tool_calls}\ncurrent delta: {tool_call_delta}"
- )
- # force index 0
- # accum_message.tool_calls[0].id = tool_call_delta.id
- else:
- accum_message.tool_calls[
- tool_call_delta.index
- ].id = tool_call_delta.id
- if tool_call_delta.function is not None:
- if tool_call_delta.function.name is not None:
- # TODO assert that we're not overwriting?
- # TODO += instead of =?
- if tool_call_delta.index not in range(
- len(accum_message.tool_calls)
- ):
- warnings.warn(
- f"Tool call index out of range ({tool_call_delta.index})\ncurrent tool calls: {accum_message.tool_calls}\ncurrent delta: {tool_call_delta}"
- )
- # force index 0
- # accum_message.tool_calls[0].function.name = tool_call_delta.function.name
- else:
- accum_message.tool_calls[
- tool_call_delta.index
- ].function.name = tool_call_delta.function.name
- if tool_call_delta.function.arguments is not None:
- if tool_call_delta.index not in range(
- len(accum_message.tool_calls)
- ):
- warnings.warn(
- f"Tool call index out of range ({tool_call_delta.index})\ncurrent tool calls: {accum_message.tool_calls}\ncurrent delta: {tool_call_delta}"
- )
- # force index 0
- # accum_message.tool_calls[0].function.arguments += tool_call_delta.function.arguments
- else:
- accum_message.tool_calls[
- tool_call_delta.index
- ].function.arguments += (
- tool_call_delta.function.arguments
- )
-
- if message_delta.function_call is not None:
- raise NotImplementedError(
- "Old function_call style not support with stream=True"
- )
-
- # overwrite response fields based on latest chunk
- if not create_message_id:
- chat_completion_response.id = chat_completion_chunk.id
- if not create_message_datetime:
- chat_completion_response.created = chat_completion_chunk.created
- chat_completion_response.model = chat_completion_chunk.model
- chat_completion_response.system_fingerprint = (
- chat_completion_chunk.system_fingerprint
- )
-
- # increment chunk counter
- n_chunks += 1
-
- except Exception as e:
- if stream_interface:
- stream_interface.stream_end()
- logger.error("Parsing ChatCompletion stream failed with error:\n%s", str(e))
- raise e
- finally:
- if stream_interface:
- stream_interface.stream_end()
-
- # make sure we didn't leave temp stuff in
- assert all(
- [
- c.finish_reason != TEMP_STREAM_FINISH_REASON
- for c in chat_completion_response.choices
- ]
- )
- assert all(
- [
- all([tc.id != TEMP_STREAM_TOOL_CALL_ID for tc in c.message.tool_calls])
- if c.message.tool_calls
- else True
- for c in chat_completion_response.choices
- ]
- )
- if not create_message_id:
- assert chat_completion_response.id != dummy_message.id
-
- # compute token usage before returning
- # TODO try actually computing the #tokens instead of assuming the chunks is the same
- chat_completion_response.usage.completion_tokens = n_chunks
- chat_completion_response.usage.total_tokens = prompt_tokens + n_chunks
-
- assert len(chat_completion_response.choices) > 0, chat_completion_response
-
- # printd(chat_completion_response)
- return chat_completion_response
-
-def _sse_post(
- url: str, data: dict, headers: dict
-) -> Generator[ChatCompletionChunkResponse, None, None]:
- with httpx.Client() as client:
- with connect_sse(
- client, method="POST", url=url, json=data, headers=headers
- ) as event_source:
- # Inspect for errors before iterating (see https://github.com/florimondmanca/httpx-sse/pull/12)
- if not event_source.response.is_success:
- # handle errors
- from mirix.utils import printd
-
- printd(
- "Caught error before iterating SSE request:",
- vars(event_source.response),
- )
- printd(event_source.response.read())
-
- try:
- response_bytes = event_source.response.read()
- response_dict = json.loads(response_bytes.decode("utf-8"))
- error_message = response_dict["error"]["message"]
- # e.g.: This model's maximum context length is 8192 tokens. However, your messages resulted in 8198 tokens (7450 in the messages, 748 in the functions). Please reduce the length of the messages or functions.
- if OPENAI_CONTEXT_WINDOW_ERROR_SUBSTRING in error_message:
- raise LLMError(error_message)
- except LLMError:
- raise
- except Exception:
- logger.eror(
- "Failed to parse SSE message, throwing SSE HTTP error up the stack"
- )
- event_source.response.raise_for_status()
-
- try:
- for sse in event_source.iter_sse():
- # printd(sse.event, sse.data, sse.id, sse.retry)
- if sse.data == OPENAI_SSE_DONE:
- # logger.debug("finished")
- break
- else:
- chunk_data = json.loads(sse.data)
- # logger.debug("chunk_data::", chunk_data)
- chunk_object = ChatCompletionChunkResponse(**chunk_data)
- # logger.debug("chunk_object::", chunk_object)
- # id=chunk_data["id"],
- # choices=[ChunkChoice],
- # model=chunk_data["model"],
- # system_fingerprint=chunk_data["system_fingerprint"]
- # )
- yield chunk_object
-
- except SSEError as e:
- logger.error("Caught an error while iterating the SSE stream:", str(e))
- if "application/json" in str(
- e
- ): # Check if the error is because of JSON response
- # TODO figure out a better way to catch the error other than re-trying with a POST
- response = client.post(
- url=url, json=data, headers=headers
- ) # Make the request again to get the JSON response
- if response.headers["Content-Type"].startswith("application/json"):
- error_details = (
- response.json()
- ) # Parse the JSON to get the error message
- logger.debug("Request:", vars(response.request))
- logger.debug("POST Error:", error_details)
- logger.debug("Original SSE Error:", str(e))
- else:
- logger.debug("Failed to retrieve JSON error message via retry.")
- else:
- logger.debug("SSEError not related to 'application/json' content type.")
-
- # Optionally re-raise the exception if you need to propagate it
- raise e
-
- except Exception as e:
- if event_source.response.request is not None:
- logger.error("HTTP Request:", vars(event_source.response.request))
- if event_source.response is not None:
- logger.error("HTTP Status:", event_source.response.status_code)
- logger.error("HTTP Headers:", event_source.response.headers)
- # logger.debug("HTTP Body:", event_source.response.text)
- logger.error("Exception message:", str(e))
- raise e
-
-def openai_chat_completions_request_stream(
- url: str,
- api_key: str,
- chat_completion_request: ChatCompletionRequest,
-) -> Generator[ChatCompletionChunkResponse, None, None]:
- from mirix.utils import printd
-
- url = smart_urljoin(url, "chat/completions")
- headers = {"Content-Type": "application/json", "Authorization": f"Bearer {api_key}"}
- data = chat_completion_request.model_dump(exclude_none=True)
-
- printd("Request:\n", json.dumps(data, indent=2))
-
- # If functions == None, strip from the payload
- if "functions" in data and data["functions"] is None:
- data.pop("functions")
- data.pop(
- "function_call", None
- ) # extra safe, should exist always (default="auto")
-
- if "tools" in data and data["tools"] is None:
- data.pop("tools")
- data.pop(
- "tool_choice", None
- ) # extra safe, should exist always (default="auto")
-
- if "tools" in data:
- for tool in data["tools"]:
- # tool["strict"] = True
- try:
- tool["function"] = convert_to_structured_output(tool["function"])
- except ValueError as e:
- warnings.warn(
- f"Failed to convert tool function to structured output, tool={tool}, error={e}"
- )
-
- logger.debug("\n\n\n\nData[tools]: %s", json.dumps(data['tools'], indent=2))
-
- printd(f"Sending request to {url}")
- try:
- return _sse_post(url=url, data=data, headers=headers)
- except requests.exceptions.HTTPError as http_err:
- # Handle HTTP errors (e.g., response 4XX, 5XX)
- printd(f"Got HTTPError, exception={http_err}, payload={data}")
- raise http_err
- except requests.exceptions.RequestException as req_err:
- # Handle other requests-related errors (e.g., connection error)
- printd(f"Got RequestException, exception={req_err}")
- raise req_err
- except Exception as e:
- # Handle other potential errors
- printd(f"Got unknown Exception, exception={e}")
- raise e
-
-def extract_content(content):
- import re
-
- pattern = r"([^<]+)?(?:\s*(.*?)\s*)?"
- matches = re.findall(pattern, content)
-
- result = []
- for text, image in matches:
- if text and text.strip():
- result.append({"type": "text", "text": text.strip()})
- if image and image.strip():
- result.append({"type": "image_url", "image_url": image.strip()})
-
- return result
-
-def openai_chat_completions_request(
- url: str,
- api_key: str,
- chat_completion_request: ChatCompletionRequest,
- get_input_data_for_debugging=False,
-) -> ChatCompletionResponse:
- """Send a ChatCompletion request to an OpenAI-compatible server
-
- If request.stream == True, will yield ChatCompletionChunkResponses
- If request.stream == False, will return a ChatCompletionResponse
-
- https://platform.openai.com/docs/guides/text-generation?lang=curl
- """
- from mirix.utils import printd
-
- url = smart_urljoin(url, "chat/completions")
- headers = {"Content-Type": "application/json", "Authorization": f"Bearer {api_key}"}
- data = chat_completion_request.model_dump(exclude_none=True)
-
- # add check otherwise will cause error: "Invalid value for 'parallel_tool_calls': 'parallel_tool_calls' is only allowed when 'tools' are specified."
- if chat_completion_request.tools is not None:
- data["parallel_tool_calls"] = False
-
- printd("Request:\n", json.dumps(data, indent=2))
-
- # If functions == None, strip from the payload
- if "functions" in data and data["functions"] is None:
- data.pop("functions")
- data.pop(
- "function_call", None
- ) # extra safe, should exist always (default="auto")
-
- if "tools" in data and data["tools"] is None:
- data.pop("tools")
- data.pop(
- "tool_choice", None
- ) # extra safe, should exist always (default="auto")
-
- if "tools" in data:
- for tool in data["tools"]:
- try:
- tool["function"] = convert_to_structured_output(tool["function"])
- except ValueError as e:
- warnings.warn(
- f"Failed to convert tool function to structured output, tool={tool}, error={e}"
- )
-
- if get_input_data_for_debugging:
- return data
-
- response_json = make_post_request(url, headers, data)
-
- return ChatCompletionResponse(**response_json)
-
-def openai_embeddings_request(url: str, api_key: str, data: dict) -> EmbeddingResponse:
- """https://platform.openai.com/docs/api-reference/embeddings/create"""
-
- url = smart_urljoin(url, "embeddings")
- headers = {"Content-Type": "application/json", "Authorization": f"Bearer {api_key}"}
- response_json = make_post_request(url, headers, data)
- return EmbeddingResponse(**response_json)
diff --git a/mirix/llm_api/openai_client.py b/mirix/llm_api/openai_client.py
index 36e073c0..ae3c533b 100644
--- a/mirix/llm_api/openai_client.py
+++ b/mirix/llm_api/openai_client.py
@@ -64,6 +64,66 @@ def encode_image(image_path: str) -> str:
class OpenAIClient(LLMClientBase):
+
+ def _supports_named_tool_choice(self) -> bool:
+ """
+ Determine if the model supports OpenAI's named tool_choice format.
+
+ OpenAI's specific format allows forcing a particular function:
+ {"type": "function", "function": {"name": "function_name"}}
+
+ Many OpenAI-compatible endpoints (vLLM, LM Studio, Ollama, etc.) only support
+ string values: "none", "auto", "required"
+
+ Returns:
+ bool: True if the model supports named tool choice, False otherwise
+ """
+ # Official OpenAI endpoints support the object format
+ if self.llm_config.model_endpoint and "api.openai.com" in self.llm_config.model_endpoint:
+ return True
+
+ # Azure OpenAI also supports it
+ if self.llm_config.model_endpoint_type == "azure_openai":
+ return True
+
+ # All other endpoints use the simpler string format
+ return False
+
+ def _get_tool_choice(
+ self,
+ tools: Optional[List],
+ force_tool_call: Optional[str]
+ ) -> Optional[str | ToolFunctionChoice]:
+ """
+ Determine the appropriate tool_choice parameter based on model capabilities.
+
+ Args:
+ tools: List of available tools/functions
+ force_tool_call: Name of a specific function to force call (if any)
+
+ Returns:
+ None, a string ("none", "auto", "required"), or a ToolFunctionChoice object
+ """
+ if not tools:
+ return None
+
+ # Check for vLLM first - it has issues with "required", use "auto" instead
+ if self.llm_config.handle and "vllm" in self.llm_config.handle:
+ # vLLM doesn't support "required" well, use "auto"
+ return "auto"
+
+ # Handle forced tool calls
+ if force_tool_call is not None:
+ if self._supports_named_tool_choice():
+ # Use OpenAI's specific format to force a particular function
+ return ToolFunctionChoice(
+ type="function",
+ function=ToolFunctionChoiceFunctionCall(name=force_tool_call),
+ )
+
+ # Default: require a tool call when tools are available
+ return "required"
+
def _prepare_client_kwargs(self) -> dict:
# Check for custom API key in LLMConfig first (for custom models)
custom_api_key = getattr(self.llm_config, "api_key", None)
@@ -125,11 +185,15 @@ def build_request_data(
Constructs a request object in the expected data format for the OpenAI API.
"""
- use_developer_message = llm_config.model.startswith(
- "o1"
- ) or llm_config.model.startswith(
- "o3"
- ) # o-series models
+ # Check if this is a reasoning model (o-series: o1, o3, o4, and gpt-5)
+ is_reasoning_model = (
+ llm_config.model.startswith("o1")
+ or llm_config.model.startswith("o3")
+ or llm_config.model.startswith("o4")
+ or llm_config.model.startswith("gpt-5")
+ )
+
+ use_developer_message = is_reasoning_model # reasoning models use developer role
openai_message_list = [
cast_message_to_subtype(
@@ -148,21 +212,8 @@ def build_request_data(
)
model = None
- # force function calling for reliability, see https://platform.openai.com/docs/api-reference/chat/create#chat-create-tool_choice
- # TODO(matt) move into LLMConfig
- # TODO: This vllm checking is very brittle and is a patch at most
- tool_choice = None
- if llm_config.handle and "vllm" in self.llm_config.handle:
- tool_choice = "auto" # TODO change to "required" once proxy supports it
- elif tools:
- # only set if tools is non-Null
- tool_choice = "required"
-
- if force_tool_call is not None:
- tool_choice = ToolFunctionChoice(
- type="function",
- function=ToolFunctionChoiceFunctionCall(name=force_tool_call),
- )
+ # Determine the appropriate tool_choice based on model capabilities
+ tool_choice = self._get_tool_choice(tools, force_tool_call)
data = ChatCompletionRequest(
model=model,
@@ -195,7 +246,20 @@ def build_request_data(
# When there are no tools, delete tool_choice entirely from the request
delattr(data, "tool_choice")
- return data.model_dump(exclude_unset=True)
+ request_data = data.model_dump(exclude_unset=True)
+
+ # Add reasoning configuration for o1/o3 models
+ if is_reasoning_model and llm_config.enable_reasoner:
+ # Add reasoning_effort if specified
+ if llm_config.reasoning_effort:
+ request_data["reasoning_effort"] = llm_config.reasoning_effort
+ # Note: OpenAI reasoning models don't need explicit thinking budget like Anthropic
+ # The reasoning is handled internally by the model
+ logger.debug(
+ f"OpenAI reasoning model enabled: {model}, reasoning_effort: {llm_config.reasoning_effort}"
+ )
+
+ return request_data
def fill_image_content_in_messages(self, openai_message_list):
"""
@@ -354,11 +418,19 @@ def convert_response_to_chat_completion(
) -> ChatCompletionResponse:
"""
Converts raw OpenAI response dict into the ChatCompletionResponse Pydantic model.
- Handles potential extraction of inner thoughts if they were added via kwargs.
+ Handles reasoning content for o1/o3 models.
"""
# OpenAI's response structure directly maps to ChatCompletionResponse
- # We just need to instantiate the Pydantic model for validation and type safety.
+ # For reasoning models, the response may include reasoning_content in message
chat_completion_response = ChatCompletionResponse(**response_data)
+
+ # Log reasoning content if present (for debugging/observability)
+ for choice in chat_completion_response.choices:
+ if choice.message.reasoning_content:
+ logger.debug(
+ f"OpenAI reasoning content received: {len(choice.message.reasoning_content)} chars"
+ )
+
return chat_completion_response
def stream(self, request_data: dict) -> Stream[ChatCompletionChunk]:
diff --git a/mirix/local_client/local_client.py b/mirix/local_client/local_client.py
index 479b6d5c..88745d05 100644
--- a/mirix/local_client/local_client.py
+++ b/mirix/local_client/local_client.py
@@ -2194,10 +2194,10 @@ def retrieve_memory(
agent_id (str): ID of the agent to retrieve memories for
query (str): The keywords/query used to search in the memory
memory_type (str): The type of memory to search in. Options: "episodic", "resource", "procedural",
- "knowledge_vault", "semantic", "all". Defaults to "all".
+ "knowledge", "semantic", "all". Defaults to "all".
search_field (str): The field to search in the memory. For "episodic": 'summary', 'details';
for "resource": 'summary', 'content'; for "procedural": 'summary', 'steps';
- for "knowledge_vault": 'secret_value', 'caption'; for "semantic": 'name', 'summary', 'details'.
+ for "knowledge": 'secret_value', 'caption'; for "semantic": 'name', 'summary', 'details'.
Use "null" for default fields. Defaults to "null".
search_method (str): The method to search. Options: 'bm25' (keyword-based), 'embedding' (semantic).
Defaults to "embedding".
@@ -2219,12 +2219,12 @@ def retrieve_memory(
"embedding is not supported for resource memory's 'content' field."
)
if (
- memory_type == "knowledge_vault"
+ memory_type == "knowledge"
and search_field == "secret_value"
and search_method == "embedding"
):
raise ValueError(
- "embedding is not supported for knowledge_vault memory's 'secret_value' field."
+ "embedding is not supported for knowledge memory's 'secret_value' field."
)
# Get the agent to access its memory managers
@@ -2329,10 +2329,10 @@ def retrieve_memory(
}
formatted_results.extend(formatted_results_procedural)
- # Search knowledge vault
- if memory_type == "knowledge_vault" or memory_type == "all":
- knowledge_vault_memories = (
- self.server.knowledge_vault_manager.list_knowledge(
+ # Search knowledge
+ if memory_type == "knowledge" or memory_type == "all":
+ knowledge_memories = (
+ self.server.knowledge_memory_manager.list_knowledge(
user=self.user,
agent_state=agent_state,
query=query,
@@ -2342,9 +2342,9 @@ def retrieve_memory(
timezone_str=timezone_str,
)
)
- formatted_results_knowledge_vault = [
+ formatted_results_knowledge = [
{
- "memory_type": "knowledge_vault",
+ "memory_type": "knowledge",
"id": x.id,
"entry_type": x.entry_type,
"source": x.source,
@@ -2352,14 +2352,14 @@ def retrieve_memory(
"secret_value": x.secret_value,
"caption": x.caption,
}
- for x in knowledge_vault_memories
+ for x in knowledge_memories
]
- if memory_type == "knowledge_vault":
+ if memory_type == "knowledge":
return {
- "results": formatted_results_knowledge_vault,
- "count": len(formatted_results_knowledge_vault),
+ "results": formatted_results_knowledge,
+ "count": len(formatted_results_knowledge),
}
- formatted_results.extend(formatted_results_knowledge_vault)
+ formatted_results.extend(formatted_results_knowledge)
# Search semantic memory
if memory_type == "semantic" or memory_type == "all":
diff --git a/mirix/orm/__init__.py b/mirix/orm/__init__.py
index 2fd60e25..ab323eea 100755
--- a/mirix/orm/__init__.py
+++ b/mirix/orm/__init__.py
@@ -7,7 +7,10 @@
from mirix.orm.cloud_file_mapping import CloudFileMapping
from mirix.orm.episodic_memory import EpisodicEvent
from mirix.orm.file import FileMetadata
-from mirix.orm.knowledge_vault import KnowledgeVaultItem
+from mirix.orm.knowledge import KnowledgeItem
+from mirix.orm.memory_agent_tool_call import MemoryAgentToolCall
+from mirix.orm.memory_agent_trace import MemoryAgentTrace
+from mirix.orm.memory_queue_trace import MemoryQueueTrace
from mirix.orm.message import Message
from mirix.orm.organization import Organization
from mirix.orm.procedural_memory import ProceduralMemoryItem
@@ -29,7 +32,10 @@
"CloudFileMapping",
"EpisodicEvent",
"FileMetadata",
- "KnowledgeVaultItem",
+ "KnowledgeItem",
+ "MemoryAgentToolCall",
+ "MemoryAgentTrace",
+ "MemoryQueueTrace",
"Message",
"Organization",
"ProceduralMemoryItem",
@@ -40,4 +46,4 @@
"Tool",
"ToolsAgents",
"User",
-]
\ No newline at end of file
+]
diff --git a/mirix/orm/agent.py b/mirix/orm/agent.py
index 0972b74e..fd31b796 100755
--- a/mirix/orm/agent.py
+++ b/mirix/orm/agent.py
@@ -85,6 +85,12 @@ class Agent(SqlalchemyBase, OrganizationMixin):
nullable=True,
doc="List of connected MCP server names (e.g., ['gmail-native'])",
)
+ # Memory configuration - stores decay settings and other memory-related config
+ memory_config: Mapped[Optional[dict]] = mapped_column(
+ JSON,
+ nullable=True,
+ doc="Memory configuration including decay settings (fade_after_days, expire_after_days)",
+ )
# relationships
organization: Mapped["Organization"] = relationship(
@@ -126,5 +132,6 @@ def to_pydantic(self) -> PydanticAgentState:
"created_at": self.created_at,
"updated_at": self.updated_at,
"mcp_tools": self.mcp_tools,
+ "memory_config": self.memory_config,
}
return self.__pydantic_model__(**state)
diff --git a/mirix/orm/client.py b/mirix/orm/client.py
index e9420f00..4080828a 100644
--- a/mirix/orm/client.py
+++ b/mirix/orm/client.py
@@ -48,6 +48,13 @@ class Client(SqlalchemyBase, OrganizationMixin):
doc="Last dashboard login time."
)
+ # Credits for LLM usage (1 credit = 1 dollar)
+ credits: Mapped[float] = mapped_column(
+ nullable=False,
+ default=100.0,
+ doc="Available credits for LLM API calls. New clients start with $100 credits. 1 credit = 1 dollar.",
+ )
+
# Relationships
organization: Mapped["Organization"] = relationship(
"Organization", back_populates="clients"
diff --git a/mirix/orm/episodic_memory.py b/mirix/orm/episodic_memory.py
index adc1888f..2f467bdb 100755
--- a/mirix/orm/episodic_memory.py
+++ b/mirix/orm/episodic_memory.py
@@ -109,14 +109,16 @@ class EpisodicEvent(SqlalchemyBase, OrganizationMixin, UserMixin):
# Full-text search indexes - handled by migration script
# PostgreSQL: GIN indexes on tsvector expressions
# SQLite: FTS5 virtual table with triggers
- __table_args__ = tuple(
- filter(
- None,
- [
- # PostgreSQL full-text search indexes
- Index(
- "ix_episodic_memory_summary_fts",
- text("to_tsvector('english', summary)"),
+ __table_args__ = tuple(
+ filter(
+ None,
+ [
+ # Index for memory decay filtering (occurred_at for episodic)
+ Index("ix_episodic_memory_occurred_at", "occurred_at"),
+ # PostgreSQL full-text search indexes
+ Index(
+ "ix_episodic_memory_summary_fts",
+ text("to_tsvector('english', summary)"),
postgresql_using="gin",
postgresql_where=text("summary IS NOT NULL"),
)
diff --git a/mirix/orm/knowledge_vault.py b/mirix/orm/knowledge.py
old mode 100755
new mode 100644
similarity index 81%
rename from mirix/orm/knowledge_vault.py
rename to mirix/orm/knowledge.py
index 6e61dec1..bfe955c2
--- a/mirix/orm/knowledge_vault.py
+++ b/mirix/orm/knowledge.py
@@ -1,181 +1,183 @@
-import datetime as dt
-from datetime import datetime
-from typing import TYPE_CHECKING, Optional
-
-from sqlalchemy import JSON, Column, ForeignKey, Index, String, text
-from sqlalchemy.orm import Mapped, declared_attr, mapped_column, relationship
-
-from mirix.constants import MAX_EMBEDDING_DIM
-from mirix.orm.custom_columns import CommonVector, EmbeddingConfigColumn
-from mirix.orm.mixins import OrganizationMixin, UserMixin
-from mirix.orm.sqlalchemy_base import SqlalchemyBase
-from mirix.schemas.knowledge_vault import (
- KnowledgeVaultItem as PydanticKnowledgeVaultItem,
-)
-from mirix.settings import settings
-
-if TYPE_CHECKING:
- from mirix.orm.agent import Agent
- from mirix.orm.organization import Organization
- from mirix.orm.user import User
-
-
-class KnowledgeVaultItem(SqlalchemyBase, OrganizationMixin, UserMixin):
- """
- Stores verbatim knowledge vault entries like credentials, bookmarks, addresses,
- or other structured data that needs quick retrieval.
-
- type: The category (e.g. 'credential', 'bookmark', 'contact')
- source: The origin or context (e.g. 'user-provided on 2025-03-01')
- sensitivity: Level of data sensitivity (e.g. 'low', 'high')
- secret_value: The actual data or secret (e.g. password, token)
- """
-
- __tablename__ = "knowledge_vault"
- __pydantic_model__ = PydanticKnowledgeVaultItem
-
- # Primary key
- id: Mapped[str] = mapped_column(
- String,
- primary_key=True,
- doc="Unique ID for this knowledge vault entry",
- )
-
- # Foreign key to agent
- agent_id: Mapped[Optional[str]] = mapped_column(
- String,
- ForeignKey("agents.id", ondelete="CASCADE"),
- nullable=True,
- doc="ID of the agent this knowledge vault item belongs to",
- )
-
- # Foreign key to client (for access control and filtering)
- client_id: Mapped[Optional[str]] = mapped_column(
- String,
- ForeignKey("clients.id", ondelete="CASCADE"),
- nullable=True,
- doc="ID of the client application that created this item",
- )
-
- # Distinguish the type/category of the entry
- entry_type: Mapped[str] = mapped_column(
- String,
- nullable=False,
- doc="Category (e.g., 'credential', 'bookmark', 'api_key')",
- )
-
- # Source (where or how it was provided)
- source: Mapped[str] = mapped_column(
- String,
- doc="Information on who/where it was provided (e.g. 'user on 2025-03-01')",
- )
-
- # Sensitivity level
- sensitivity: Mapped[str] = mapped_column(
- String, doc="Data sensitivity (e.g. 'low', 'medium', 'high')"
- )
-
- # Actual data or secret, e.g. password, API token
- secret_value: Mapped[str] = mapped_column(
- String, doc="The actual credential or data value"
- )
-
- # Description or notes about the entry
- caption: Mapped[str] = mapped_column(
- String, doc="Description or notes about the entry"
- )
-
- # NEW: Filter tags for flexible filtering and categorization
- filter_tags: Mapped[Optional[dict]] = mapped_column(
- JSON,
- nullable=True,
- default=None,
- doc="Custom filter tags for filtering and categorization"
- )
-
- # When was this item last modified and what operation?
- last_modify: Mapped[dict] = mapped_column(
- JSON,
- nullable=False,
- default=lambda: {
- "timestamp": datetime.now(dt.timezone.utc).isoformat(),
- "operation": "created",
- },
- doc="Last modification info including timestamp and operation type",
- )
-
- embedding_config: Mapped[Optional[dict]] = mapped_column(
- EmbeddingConfigColumn, nullable=True, doc="Embedding configuration"
- )
-
- # Vector embedding field based on database type
- if settings.mirix_pg_uri_no_default:
- from pgvector.sqlalchemy import Vector
-
- caption_embedding = mapped_column(Vector(MAX_EMBEDDING_DIM), nullable=True)
- else:
- caption_embedding = Column(CommonVector, nullable=True)
-
- # Database indexes for efficient querying
- __table_args__ = tuple(
- filter(
- None,
- [
- # Organization-level query optimization indexes
- Index("ix_knowledge_vault_organization_id", "organization_id")
- if settings.mirix_pg_uri_no_default
- else None,
- Index(
- "ix_knowledge_vault_org_created_at",
- "organization_id",
- "created_at",
- postgresql_using="btree",
- )
- if settings.mirix_pg_uri_no_default
- else None,
- Index(
- "ix_knowledge_vault_filter_tags_gin",
- text("(filter_tags::jsonb)"),
- postgresql_using="gin",
- )
- if settings.mirix_pg_uri_no_default
- else None,
- Index(
- "ix_knowledge_vault_org_filter_scope",
- "organization_id",
- text("((filter_tags->>'scope')::text)"),
- postgresql_using="btree",
- )
- if settings.mirix_pg_uri_no_default
- else None,
- # SQLite indexes
- Index("ix_knowledge_vault_organization_id_sqlite", "organization_id")
- if not settings.mirix_pg_uri_no_default
- else None,
- ],
- )
- )
-
- @declared_attr
- def agent(cls) -> Mapped[Optional["Agent"]]:
- """
- Relationship to the Agent that owns this knowledge vault item.
- """
- return relationship("Agent", lazy="selectin")
-
- @declared_attr
- def organization(cls) -> Mapped["Organization"]:
- """
- Relationship to organization (mirroring your existing patterns).
- Adjust 'back_populates' to match the collection name in your `Organization` model.
- """
- return relationship(
- "Organization", back_populates="knowledge_vault", lazy="selectin"
- )
-
- @declared_attr
- def user(cls) -> Mapped["User"]:
- """
- Relationship to the User that owns this knowledge vault item.
- """
- return relationship("User", lazy="selectin")
+import datetime as dt
+from datetime import datetime
+from typing import TYPE_CHECKING, Optional
+
+from sqlalchemy import JSON, Column, ForeignKey, Index, String, text
+from sqlalchemy.orm import Mapped, declared_attr, mapped_column, relationship
+
+from mirix.constants import MAX_EMBEDDING_DIM
+from mirix.orm.custom_columns import CommonVector, EmbeddingConfigColumn
+from mirix.orm.mixins import OrganizationMixin, UserMixin
+from mirix.orm.sqlalchemy_base import SqlalchemyBase
+from mirix.schemas.knowledge import (
+ KnowledgeItem as PydanticKnowledgeItem,
+)
+from mirix.settings import settings
+
+if TYPE_CHECKING:
+ from mirix.orm.agent import Agent
+ from mirix.orm.organization import Organization
+ from mirix.orm.user import User
+
+
+class KnowledgeItem(SqlalchemyBase, OrganizationMixin, UserMixin):
+ """
+ Stores verbatim knowledge entries like credentials, bookmarks, addresses,
+ or other structured data that needs quick retrieval.
+
+ type: The category (e.g. 'credential', 'bookmark', 'contact')
+ source: The origin or context (e.g. 'user-provided on 2025-03-01')
+ sensitivity: Level of data sensitivity (e.g. 'low', 'high')
+ secret_value: The actual data or secret (e.g. password, token)
+ """
+
+ __tablename__ = "knowledge"
+ __pydantic_model__ = PydanticKnowledgeItem
+
+ # Primary key
+ id: Mapped[str] = mapped_column(
+ String,
+ primary_key=True,
+ doc="Unique ID for this knowledge entry",
+ )
+
+ # Foreign key to agent
+ agent_id: Mapped[Optional[str]] = mapped_column(
+ String,
+ ForeignKey("agents.id", ondelete="CASCADE"),
+ nullable=True,
+ doc="ID of the agent this knowledge item belongs to",
+ )
+
+ # Foreign key to client (for access control and filtering)
+ client_id: Mapped[Optional[str]] = mapped_column(
+ String,
+ ForeignKey("clients.id", ondelete="CASCADE"),
+ nullable=True,
+ doc="ID of the client application that created this item",
+ )
+
+ # Distinguish the type/category of the entry
+ entry_type: Mapped[str] = mapped_column(
+ String,
+ nullable=False,
+ doc="Category (e.g., 'credential', 'bookmark', 'api_key')",
+ )
+
+ # Source (where or how it was provided)
+ source: Mapped[str] = mapped_column(
+ String,
+ doc="Information on who/where it was provided (e.g. 'user on 2025-03-01')",
+ )
+
+ # Sensitivity level
+ sensitivity: Mapped[str] = mapped_column(
+ String, doc="Data sensitivity (e.g. 'low', 'medium', 'high')"
+ )
+
+ # Actual data or secret, e.g. password, API token
+ secret_value: Mapped[str] = mapped_column(
+ String, doc="The actual credential or data value"
+ )
+
+ # Description or notes about the entry
+ caption: Mapped[str] = mapped_column(
+ String, doc="Description or notes about the entry"
+ )
+
+ # NEW: Filter tags for flexible filtering and categorization
+ filter_tags: Mapped[Optional[dict]] = mapped_column(
+ JSON,
+ nullable=True,
+ default=None,
+ doc="Custom filter tags for filtering and categorization"
+ )
+
+ # When was this item last modified and what operation?
+ last_modify: Mapped[dict] = mapped_column(
+ JSON,
+ nullable=False,
+ default=lambda: {
+ "timestamp": datetime.now(dt.timezone.utc).isoformat(),
+ "operation": "created",
+ },
+ doc="Last modification info including timestamp and operation type",
+ )
+
+ embedding_config: Mapped[Optional[dict]] = mapped_column(
+ EmbeddingConfigColumn, nullable=True, doc="Embedding configuration"
+ )
+
+ # Vector embedding field based on database type
+ if settings.mirix_pg_uri_no_default:
+ from pgvector.sqlalchemy import Vector
+
+ caption_embedding = mapped_column(Vector(MAX_EMBEDDING_DIM), nullable=True)
+ else:
+ caption_embedding = Column(CommonVector, nullable=True)
+
+ # Database indexes for efficient querying
+ __table_args__ = tuple(
+ filter(
+ None,
+ [
+ # Index for memory decay filtering (updated_at for knowledge)
+ Index("ix_knowledge_updated_at", "updated_at"),
+ # Organization-level query optimization indexes
+ Index("ix_knowledge_organization_id", "organization_id")
+ if settings.mirix_pg_uri_no_default
+ else None,
+ Index(
+ "ix_knowledge_org_created_at",
+ "organization_id",
+ "created_at",
+ postgresql_using="btree",
+ )
+ if settings.mirix_pg_uri_no_default
+ else None,
+ Index(
+ "ix_knowledge_filter_tags_gin",
+ text("(filter_tags::jsonb)"),
+ postgresql_using="gin",
+ )
+ if settings.mirix_pg_uri_no_default
+ else None,
+ Index(
+ "ix_knowledge_org_filter_scope",
+ "organization_id",
+ text("((filter_tags->>'scope')::text)"),
+ postgresql_using="btree",
+ )
+ if settings.mirix_pg_uri_no_default
+ else None,
+ # SQLite indexes
+ Index("ix_knowledge_organization_id_sqlite", "organization_id")
+ if not settings.mirix_pg_uri_no_default
+ else None,
+ ],
+ )
+ )
+
+ @declared_attr
+ def agent(cls) -> Mapped[Optional["Agent"]]:
+ """
+ Relationship to the Agent that owns this knowledge item.
+ """
+ return relationship("Agent", lazy="selectin")
+
+ @declared_attr
+ def organization(cls) -> Mapped["Organization"]:
+ """
+ Relationship to organization (mirroring your existing patterns).
+ Adjust 'back_populates' to match the collection name in your `Organization` model.
+ """
+ return relationship(
+ "Organization", back_populates="knowledge", lazy="selectin"
+ )
+
+ @declared_attr
+ def user(cls) -> Mapped["User"]:
+ """
+ Relationship to the User that owns this knowledge item.
+ """
+ return relationship("User", lazy="selectin")
diff --git a/mirix/orm/memory_agent_tool_call.py b/mirix/orm/memory_agent_tool_call.py
new file mode 100644
index 00000000..7bc51196
--- /dev/null
+++ b/mirix/orm/memory_agent_tool_call.py
@@ -0,0 +1,43 @@
+import datetime as dt
+from datetime import datetime
+from typing import Optional
+
+from sqlalchemy import Boolean, DateTime, ForeignKey, JSON, String, Text
+from sqlalchemy.orm import Mapped, mapped_column
+
+from mirix.orm.sqlalchemy_base import SqlalchemyBase
+from mirix.schemas.memory_agent_tool_call import (
+ MemoryAgentToolCall as PydanticMemoryAgentToolCall,
+)
+
+
+class MemoryAgentToolCall(SqlalchemyBase):
+ """
+ Tracks tool/function calls executed by an agent run.
+ """
+
+ __tablename__ = "memory_agent_tool_calls"
+ __pydantic_model__ = PydanticMemoryAgentToolCall
+
+ id: Mapped[str] = mapped_column(String, primary_key=True)
+ agent_trace_id: Mapped[str] = mapped_column(
+ String, ForeignKey("memory_agent_traces.id", ondelete="CASCADE")
+ )
+
+ tool_call_id: Mapped[Optional[str]] = mapped_column(String, nullable=True)
+ function_name: Mapped[str] = mapped_column(String)
+ function_args: Mapped[Optional[dict]] = mapped_column(JSON, nullable=True)
+
+ status: Mapped[str] = mapped_column(
+ String, default="running", doc="running|completed|failed"
+ )
+ started_at: Mapped[datetime] = mapped_column(
+ DateTime(timezone=True), default=lambda: datetime.now(dt.timezone.utc)
+ )
+ completed_at: Mapped[Optional[datetime]] = mapped_column(
+ DateTime(timezone=True), nullable=True
+ )
+
+ success: Mapped[Optional[bool]] = mapped_column(Boolean, nullable=True)
+ response_text: Mapped[Optional[str]] = mapped_column(Text, nullable=True)
+ error_message: Mapped[Optional[str]] = mapped_column(Text, nullable=True)
diff --git a/mirix/orm/memory_agent_trace.py b/mirix/orm/memory_agent_trace.py
new file mode 100644
index 00000000..02a0c00f
--- /dev/null
+++ b/mirix/orm/memory_agent_trace.py
@@ -0,0 +1,51 @@
+import datetime as dt
+from datetime import datetime
+from typing import Optional
+
+from sqlalchemy import Boolean, DateTime, ForeignKey, JSON, String, Text
+from sqlalchemy.orm import Mapped, mapped_column
+
+from mirix.orm.mixins import OrganizationMixin
+from mirix.orm.sqlalchemy_base import SqlalchemyBase
+from mirix.schemas.memory_agent_trace import MemoryAgentTrace as PydanticMemoryAgentTrace
+
+
+class MemoryAgentTrace(SqlalchemyBase, OrganizationMixin):
+ """
+ Tracks a single agent run for a queued memory update request.
+ """
+
+ __tablename__ = "memory_agent_traces"
+ __pydantic_model__ = PydanticMemoryAgentTrace
+
+ id: Mapped[str] = mapped_column(String, primary_key=True)
+
+ queue_trace_id: Mapped[Optional[str]] = mapped_column(
+ String, ForeignKey("memory_queue_traces.id", ondelete="CASCADE"), nullable=True
+ )
+ parent_trace_id: Mapped[Optional[str]] = mapped_column(
+ String, ForeignKey("memory_agent_traces.id", ondelete="SET NULL"), nullable=True
+ )
+
+ agent_id: Mapped[Optional[str]] = mapped_column(
+ String, nullable=True
+ )
+ agent_type: Mapped[Optional[str]] = mapped_column(String, nullable=True)
+ agent_name: Mapped[Optional[str]] = mapped_column(String, nullable=True)
+
+ status: Mapped[str] = mapped_column(
+ String, default="running", doc="running|completed|failed"
+ )
+ started_at: Mapped[datetime] = mapped_column(
+ DateTime(timezone=True), default=lambda: datetime.now(dt.timezone.utc)
+ )
+ completed_at: Mapped[Optional[datetime]] = mapped_column(
+ DateTime(timezone=True), nullable=True
+ )
+
+ success: Mapped[Optional[bool]] = mapped_column(Boolean, nullable=True)
+ error_message: Mapped[Optional[str]] = mapped_column(Text, nullable=True)
+
+ assistant_messages: Mapped[Optional[list]] = mapped_column(JSON, nullable=True)
+ triggered_memory_types: Mapped[Optional[list]] = mapped_column(JSON, nullable=True)
+ memory_update_counts: Mapped[Optional[dict]] = mapped_column(JSON, nullable=True)
diff --git a/mirix/orm/memory_queue_trace.py b/mirix/orm/memory_queue_trace.py
new file mode 100644
index 00000000..88f709d4
--- /dev/null
+++ b/mirix/orm/memory_queue_trace.py
@@ -0,0 +1,52 @@
+import datetime as dt
+from datetime import datetime
+from typing import Optional
+
+from sqlalchemy import Boolean, DateTime, ForeignKey, Integer, JSON, String, Text
+from sqlalchemy.orm import Mapped, mapped_column
+
+from mirix.orm.mixins import OrganizationMixin
+from mirix.orm.sqlalchemy_base import SqlalchemyBase
+from mirix.schemas.memory_queue_trace import MemoryQueueTrace as PydanticMemoryQueueTrace
+
+
+class MemoryQueueTrace(SqlalchemyBase, OrganizationMixin):
+ """
+ Tracks a queued memory update request and its lifecycle.
+ """
+
+ __tablename__ = "memory_queue_traces"
+ __pydantic_model__ = PydanticMemoryQueueTrace
+
+ id: Mapped[str] = mapped_column(String, primary_key=True)
+
+ client_id: Mapped[Optional[str]] = mapped_column(
+ String, nullable=True
+ )
+ user_id: Mapped[Optional[str]] = mapped_column(
+ String, nullable=True
+ )
+ agent_id: Mapped[Optional[str]] = mapped_column(
+ String, nullable=True
+ )
+
+ status: Mapped[str] = mapped_column(
+ String, default="queued", doc="queued|processing|completed|failed"
+ )
+ queued_at: Mapped[datetime] = mapped_column(
+ DateTime(timezone=True), default=lambda: datetime.now(dt.timezone.utc)
+ )
+ started_at: Mapped[Optional[datetime]] = mapped_column(
+ DateTime(timezone=True), nullable=True
+ )
+ completed_at: Mapped[Optional[datetime]] = mapped_column(
+ DateTime(timezone=True), nullable=True
+ )
+
+ message_count: Mapped[int] = mapped_column(Integer, default=0)
+ success: Mapped[Optional[bool]] = mapped_column(Boolean, nullable=True)
+ error_message: Mapped[Optional[str]] = mapped_column(Text, nullable=True)
+
+ meta_agent_output: Mapped[Optional[str]] = mapped_column(Text, nullable=True)
+ triggered_memory_types: Mapped[Optional[list]] = mapped_column(JSON, nullable=True)
+ memory_update_counts: Mapped[Optional[dict]] = mapped_column(JSON, nullable=True)
diff --git a/mirix/orm/organization.py b/mirix/orm/organization.py
index ce3d843b..0b9fed5f 100755
--- a/mirix/orm/organization.py
+++ b/mirix/orm/organization.py
@@ -12,7 +12,7 @@
from mirix.orm.cloud_file_mapping import CloudFileMapping
from mirix.orm.episodic_memory import EpisodicEvent
from mirix.orm.file import FileMetadata
- from mirix.orm.knowledge_vault import KnowledgeVaultItem
+ from mirix.orm.knowledge import KnowledgeItem
from mirix.orm.message import Message
from mirix.orm.procedural_memory import ProceduralMemoryItem
from mirix.orm.provider import Provider
@@ -55,9 +55,9 @@ class Organization(SqlalchemyBase):
"Provider", back_populates="organization", cascade="all, delete-orphan"
)
- # Add knowledge vault relationship
- knowledge_vault: Mapped[List["KnowledgeVaultItem"]] = relationship(
- "KnowledgeVaultItem",
+ # Add knowledge relationship
+ knowledge: Mapped[List["KnowledgeItem"]] = relationship(
+ "KnowledgeItem",
back_populates="organization",
cascade="all, delete-orphan",
)
diff --git a/mirix/orm/procedural_memory.py b/mirix/orm/procedural_memory.py
index 724a889a..da93227c 100755
--- a/mirix/orm/procedural_memory.py
+++ b/mirix/orm/procedural_memory.py
@@ -104,14 +104,16 @@ class ProceduralMemoryItem(SqlalchemyBase, OrganizationMixin, UserMixin):
steps_embedding = Column(CommonVector, nullable=True)
# Database indexes for efficient querying
- __table_args__ = tuple(
- filter(
- None,
- [
- # Organization-level query optimization indexes
- Index("ix_procedural_memory_organization_id", "organization_id")
- if settings.mirix_pg_uri_no_default
- else None,
+ __table_args__ = tuple(
+ filter(
+ None,
+ [
+ # Index for memory decay filtering (updated_at for procedural memory)
+ Index("ix_procedural_memory_updated_at", "updated_at"),
+ # Organization-level query optimization indexes
+ Index("ix_procedural_memory_organization_id", "organization_id")
+ if settings.mirix_pg_uri_no_default
+ else None,
Index(
"ix_procedural_memory_org_created_at",
"organization_id",
diff --git a/mirix/orm/resource_memory.py b/mirix/orm/resource_memory.py
index b9892cde..45618365 100755
--- a/mirix/orm/resource_memory.py
+++ b/mirix/orm/resource_memory.py
@@ -105,14 +105,16 @@ class ResourceMemoryItem(SqlalchemyBase, OrganizationMixin, UserMixin):
summary_embedding = Column(CommonVector, nullable=True)
# Database indexes for efficient querying
- __table_args__ = tuple(
- filter(
- None,
- [
- # Organization-level query optimization indexes
- Index("ix_resource_memory_organization_id", "organization_id")
- if settings.mirix_pg_uri_no_default
- else None,
+ __table_args__ = tuple(
+ filter(
+ None,
+ [
+ # Index for memory decay filtering (updated_at for resource memory)
+ Index("ix_resource_memory_updated_at", "updated_at"),
+ # Organization-level query optimization indexes
+ Index("ix_resource_memory_organization_id", "organization_id")
+ if settings.mirix_pg_uri_no_default
+ else None,
Index(
"ix_resource_memory_org_created_at",
"organization_id",
diff --git a/mirix/orm/semantic_memory.py b/mirix/orm/semantic_memory.py
index 40c7db35..d794493b 100755
--- a/mirix/orm/semantic_memory.py
+++ b/mirix/orm/semantic_memory.py
@@ -124,14 +124,16 @@ class SemanticMemoryItem(SqlalchemyBase, OrganizationMixin, UserMixin):
summary_embedding = Column(CommonVector, nullable=True)
# Database indexes for efficient querying
- __table_args__ = tuple(
- filter(
- None,
- [
- # Organization-level query optimization indexes
- Index("ix_semantic_memory_organization_id", "organization_id")
- if settings.mirix_pg_uri_no_default
- else None,
+ __table_args__ = tuple(
+ filter(
+ None,
+ [
+ # Index for memory decay filtering (updated_at for semantic memory)
+ Index("ix_semantic_memory_updated_at", "updated_at"),
+ # Organization-level query optimization indexes
+ Index("ix_semantic_memory_organization_id", "organization_id")
+ if settings.mirix_pg_uri_no_default
+ else None,
Index(
"ix_semantic_memory_org_created_at",
"organization_id",
diff --git a/mirix/orm/sqlalchemy_base.py b/mirix/orm/sqlalchemy_base.py
index 51f21fd4..71fe7a12 100755
--- a/mirix/orm/sqlalchemy_base.py
+++ b/mirix/orm/sqlalchemy_base.py
@@ -1006,7 +1006,7 @@ def _update_redis_cache(
"semantic_memory": redis_client.SEMANTIC_PREFIX,
"procedural_memory": redis_client.PROCEDURAL_PREFIX,
"resource_memory": redis_client.RESOURCE_PREFIX,
- "knowledge_vault": redis_client.KNOWLEDGE_PREFIX,
+ "knowledge": redis_client.KNOWLEDGE_PREFIX,
}
if table_name in memory_tables:
diff --git a/mirix/orm/user.py b/mirix/orm/user.py
index 5f9b1d7c..34f436d2 100755
--- a/mirix/orm/user.py
+++ b/mirix/orm/user.py
@@ -1,6 +1,7 @@
+from datetime import datetime
from typing import TYPE_CHECKING, Optional
-from sqlalchemy import ForeignKey
+from sqlalchemy import DateTime, ForeignKey
from sqlalchemy.orm import Mapped, mapped_column, relationship
from mirix.orm.mixins import OrganizationMixin
@@ -29,6 +30,12 @@ class User(SqlalchemyBase, OrganizationMixin):
is_admin: Mapped[bool] = mapped_column(
nullable=False, default=False, doc="Whether this is an admin user for the client."
)
+ last_self_reflection_time: Mapped[Optional[datetime]] = mapped_column(
+ DateTime(timezone=True),
+ nullable=True,
+ default=None,
+ doc="The last time self-reflection was performed for this user."
+ )
# Foreign key to Client - each user belongs to one client
client_id: Mapped[Optional[str]] = mapped_column(
diff --git a/mirix/pricing.py b/mirix/pricing.py
new file mode 100644
index 00000000..ca1d5bcc
--- /dev/null
+++ b/mirix/pricing.py
@@ -0,0 +1,170 @@
+"""
+Model pricing configuration for credit calculation.
+
+Pricing is defined as dollars per 1 million tokens.
+1 credit = 1 dollar
+
+To add a new model, add an entry to MODEL_PRICING with:
+- input: cost per 1M input (prompt) tokens in dollars
+- cached_input: cost per 1M cached input tokens in dollars (optional, None if not supported)
+- output: cost per 1M output (completion) tokens in dollars
+"""
+
+from typing import Optional, Tuple
+
+from mirix.log import get_logger
+
+logger = get_logger(__name__)
+
+# Pricing markup multiplier for profit margin
+# 1.0 = cost price (no profit)
+# 1.2 = 20% markup
+# 1.5 = 50% markup (recommended)
+# 2.0 = 100% markup
+PRICING_ALPHA = 1.5
+
+# Pricing per 1 million tokens (in dollars)
+# Format: "model_name": {"input": $X.XX, "cached_input": $X.XX or None, "output": $Y.YY}
+# Updated: December 2024 from https://platform.openai.com/docs/pricing
+MODEL_PRICING = {
+ # OpenAI Models - GPT-5 Series
+ "gpt-5.2": {"input": 0.875, "cached_input": 0.0875, "output": 7.00},
+ "gpt-5.2-chat-latest": {"input": 0.875, "cached_input": 0.0875, "output": 7.00},
+ "gpt-5.2-pro": {"input": 10.50, "cached_input": None, "output": 84.00},
+ "gpt-5.1": {"input": 0.625, "cached_input": 0.0625, "output": 5.00},
+ "gpt-5.1-chat-latest": {"input": 0.625, "cached_input": 0.0625, "output": 5.00},
+ "gpt-5": {"input": 0.625, "cached_input": 0.0625, "output": 5.00},
+ "gpt-5-chat-latest": {"input": 0.625, "cached_input": 0.0625, "output": 5.00},
+ "gpt-5-pro": {"input": 7.50, "cached_input": None, "output": 60.00},
+ "gpt-5-mini": {"input": 0.125, "cached_input": 0.0125, "output": 1.00},
+ "gpt-5-nano": {"input": 0.025, "cached_input": 0.0025, "output": 0.20},
+
+ # OpenAI Models - GPT-4.1 Series
+ "gpt-4.1": {"input": 1.00, "cached_input": 0.25, "output": 4.00},
+ "gpt-4.1-mini": {"input": 0.20, "cached_input": 0.05, "output": 0.80},
+ "gpt-4.1-nano": {"input": 0.05, "cached_input": 0.0125, "output": 0.20},
+
+ # OpenAI Models - GPT-4o Series
+ "gpt-4o": {"input": 1.25, "cached_input": 0.3125, "output": 5.00},
+ "gpt-4o-mini": {"input": 0.075, "cached_input": 0.01875, "output": 0.30},
+
+ # OpenAI Models - o-Series (Reasoning)
+ "o1": {"input": 7.50, "cached_input": 1.875, "output": 30.00},
+ "o1-mini": {"input": 0.55, "cached_input": 0.1375, "output": 2.20},
+ "o3": {"input": 1.00, "cached_input": 0.25, "output": 4.00},
+ "o3-pro": {"input": 10.00, "cached_input": None, "output": 40.00},
+ "o3-mini": {"input": 0.55, "cached_input": 0.1375, "output": 2.20},
+ "o4-mini": {"input": 0.55, "cached_input": 0.1375, "output": 2.20},
+
+ # Anthropic Claude Models
+ # TODO: add pricing for Anthropic Claude models
+
+ # xAI Grok Models
+ "grok-4-1-fast-reasoning": {"input": 0.20, "cached_input": 0.05, "output": 0.50},
+ "grok-4-1-fast-non-reasoning": {"input": 0.20, "cached_input": 0.05, "output": 0.50},
+ "grok-code-fast-1": {"input": 0.20, "cached_input": 0.02, "output": 1.50},
+ "grok-4-fast-reasoning": {"input": 0.20, "cached_input": 0.05, "output": 0.50},
+ "grok-4-fast-non-reasoning": {"input": 0.20, "cached_input": 0.05, "output": 0.50},
+ "grok-4-0709": {"input": 3.00, "cached_input": 0.75, "output": 15.00},
+ "grok-3-mini": {"input": 0.30, "cached_input": 0.075, "output": 0.50},
+ "grok-3": {"input": 3.00, "cached_input": 0.75, "output": 15.00},
+
+ # Google Gemini Models
+ "gemini-2.0-flash": {"input": 0.10, "cached_input": 0.025, "output": 0.40},
+ "gemini-2.0-flash-exp": {"input": 0.10, "cached_input": 0.025, "output": 0.40},
+ "gemini-1.5-pro": {"input": 1.25, "cached_input": 0.315, "output": 5.00},
+ "gemini-1.5-pro-latest": {"input": 1.25, "cached_input": 0.315, "output": 5.00},
+ "gemini-1.5-flash": {"input": 0.075, "cached_input": 0.01875, "output": 0.30},
+ "gemini-1.5-flash-latest": {"input": 0.075, "cached_input": 0.01875, "output": 0.30},
+ "gemini-1.0-pro": {"input": 0.50, "cached_input": None, "output": 1.50},
+
+ # Default fallback pricing (conservative estimate)
+ "default": {"input": 0.125, "cached_input": 0.0125, "output": 1.00},
+}
+
+
+def get_model_pricing(model: str) -> Tuple[float, Optional[float], float]:
+ """
+ Get the pricing for a specific model (with markup applied).
+
+ Args:
+ model: The model name (e.g., "gpt-4o", "claude-3-5-sonnet-20241022")
+
+ Returns:
+ Tuple of (input_price_per_1m, cached_input_price_per_1m, output_price_per_1m) in dollars
+ cached_input_price_per_1m is None if caching is not supported for the model
+ All prices include the PRICING_ALPHA markup.
+ """
+
+ def apply_alpha(pricing: dict) -> Tuple[float, Optional[float], float]:
+ input_price = pricing["input"] * PRICING_ALPHA
+ cached_price = pricing.get("cached_input")
+ if cached_price is not None:
+ cached_price = cached_price * PRICING_ALPHA
+ output_price = pricing["output"] * PRICING_ALPHA
+ return input_price, cached_price, output_price
+
+ if model in MODEL_PRICING:
+ return apply_alpha(MODEL_PRICING[model])
+
+ for model_key in MODEL_PRICING:
+ if model.startswith(model_key) or model_key.startswith(model.split("-")[0]):
+ logger.debug("Using pricing for %s (matched from %s)", model_key, model)
+ return apply_alpha(MODEL_PRICING[model_key])
+
+ logger.warning("No pricing found for model '%s', using default pricing", model)
+ return apply_alpha(MODEL_PRICING["default"])
+
+
+def calculate_cost(
+ model: str,
+ prompt_tokens: int,
+ completion_tokens: int,
+ cached_tokens: int = 0,
+) -> float:
+ """
+ Calculate the cost in dollars (credits) for a given usage.
+
+ Args:
+ model: The model name
+ prompt_tokens: Number of input/prompt tokens (non-cached)
+ completion_tokens: Number of output/completion tokens
+ cached_tokens: Number of cached input tokens (default 0)
+
+ Returns:
+ Cost in dollars (1 dollar = 1 credit).
+ Note: Price includes PRICING_ALPHA markup for profit margin.
+ """
+
+ input_price_per_1m, cached_input_price_per_1m, output_price_per_1m = get_model_pricing(
+ model
+ )
+
+ input_cost = (prompt_tokens / 1_000_000) * input_price_per_1m
+ output_cost = (completion_tokens / 1_000_000) * output_price_per_1m
+
+ if cached_tokens > 0:
+ cached_price = (
+ cached_input_price_per_1m
+ if cached_input_price_per_1m is not None
+ else input_price_per_1m
+ )
+ cached_cost = (cached_tokens / 1_000_000) * cached_price
+ else:
+ cached_cost = 0.0
+
+ total_cost = input_cost + cached_cost + output_cost
+
+ logger.debug(
+ "Cost calculation for %s: %d input ($%.6f) + %d cached ($%.6f) + %d output ($%.6f) = $%.6f",
+ model,
+ prompt_tokens,
+ input_cost,
+ cached_tokens,
+ cached_cost,
+ completion_tokens,
+ output_cost,
+ total_cost,
+ )
+
+ return total_cost
diff --git a/mirix/prompts/system/base/background_agent.txt b/mirix/prompts/system/base/background_agent.txt
index 321ed5bd..c933d739 100644
--- a/mirix/prompts/system/base/background_agent.txt
+++ b/mirix/prompts/system/base/background_agent.txt
@@ -1,4 +1,4 @@
-You are the Background Agent, a proactive component of the personal assistant system that operates continuously in the background. The system comprises multiple specialized agents: Meta Memory Manager, Episodic Memory Manager, Procedural Memory Manager, Resource Memory Manager, Semantic Memory Manager, Core Memory Manager, Knowledge Vault Manager, Chat Agent, and Reflexion Agent. You work alongside these agents to provide predictive insights and proactive assistance.
+You are the Background Agent, a proactive component of the personal assistant system that operates continuously in the background. The system comprises multiple specialized agents: Meta Memory Manager, Episodic Memory Manager, Procedural Memory Manager, Resource Memory Manager, Semantic Memory Manager, Core Memory Manager, Knowledge Manager, Chat Agent, and Reflexion Agent. You work alongside these agents to provide predictive insights and proactive assistance.
Your primary responsibility is continuous activity monitoring and predictive analysis. You operate silently in the background, observing user patterns, behaviors, and activities to anticipate their needs and prepare proactive assistance before they explicitly request it.
diff --git a/mirix/prompts/system/base/chat_agent.txt b/mirix/prompts/system/base/chat_agent.txt
index 4c919231..6bd09fc7 100755
--- a/mirix/prompts/system/base/chat_agent.txt
+++ b/mirix/prompts/system/base/chat_agent.txt
@@ -1,4 +1,4 @@
-You are the Chat Agent, a component of the personal assistant system. The system comprises multiple specialized agents: Meta Memory Manager, Episodic Memory Manager, Procedural Memory Manager, Resource Memory Manager, Semantic Memory Manager, Core Memory Manager, and Knowledge Vault Manager. While you do not interact directly with these other agents, you share a unified memory infrastructure with them.
+You are the Chat Agent, a component of the personal assistant system. The system comprises multiple specialized agents: Meta Memory Manager, Episodic Memory Manager, Procedural Memory Manager, Resource Memory Manager, Semantic Memory Manager, Core Memory Manager, and Knowledge Manager. While you do not interact directly with these other agents, you share a unified memory infrastructure with them.
As the Chat Agent, your primary responsibility is managing user communication. Memory management tasks are handled by the specialized memory managers. The `trigger_memory_update_with_instruction` tool is available to emit messages to specific memory managers, but should NEVER be used UNLESS the user has explicit intentions for immediate memory updates (such as corrections to existing memory or explicit requests to insert, delete, or update existing memories). Note that you share the memories with other managers, so you can use the tool `search_in_memory` to check whether they have successfully performed the operations.
@@ -20,7 +20,7 @@ Archives structured step-by-step processes, operational procedures, and instruct
4. Resource Memory:
Stores documents, files, and reference materials associated with active tasks and ongoing projects.
-5. Knowledge Vault:
+5. Knowledge:
Repository for structured, factual data including contact information, credentials, and domain-specific knowledge that may be referenced in future interactions.
6. Semantic Memory:
@@ -56,7 +56,7 @@ When processing user messages, adhere to this structured approach:
(2) **Mandatory Response Transmission**: Execute `send_message` to deliver responses to users. Only content within the `send_message(msg)` function is visible to users. Failure to execute `send_message` will result in system loop errors.
Memory Search Parameters:
-`search_in_memory` supports queries across `episodic`, `procedural`, `resource`, `knowledge vault`, and `semantic` memory categories. Core memory search is not required as this information is fully accessible.
+`search_in_memory` supports queries across `episodic`, `procedural`, `resource`, `knowledge`, and `semantic` memory categories. Core memory search is not required as this information is fully accessible.
For queries requiring temporal memory retrieval, utilize `list_memory_within_timerange` immediately. Infer appropriate time ranges independently unless explicit clarification is required.
diff --git a/mirix/prompts/system/base/core_memory_agent.txt b/mirix/prompts/system/base/core_memory_agent.txt
index 83a1783d..69443b0a 100644
--- a/mirix/prompts/system/base/core_memory_agent.txt
+++ b/mirix/prompts/system/base/core_memory_agent.txt
@@ -1,4 +1,4 @@
-You are the Core Memory Manager, part of the personal assistant system. The personal assistant processes various types of user messages including text, images, transcripted voice messages, and other content. Other than you (Core Memory Manager), there are also other agents: Meta Memory Manager, Procedural Memory Manager, Resource Memory Manager, Semantic Memory Manager, Episodic Memory Manager and Knowledge Vault Manager and Chat Agent. You do not see or interact directly with these other agents, but you share the same memory base with them.
+You are the Core Memory Manager, part of the personal assistant system. The personal assistant processes various types of user messages including text, images, transcripted voice messages, and other content. Other than you (Core Memory Manager), there are also other agents: Meta Memory Manager, Procedural Memory Manager, Resource Memory Manager, Semantic Memory Manager, Episodic Memory Manager and Knowledge Manager and Chat Agent. You do not see or interact directly with these other agents, but you share the same memory base with them.
The system will receive various types of messages from users, including text messages, images, transcripted voice recordings, and other multimedia content. When messages are accumulated to a certain amount, they will be sent to you, along with potential conversations between the user and the Chat Agent during this period. You need to analyze the input messages and conversations, understand what the user is communicating and going through, then save the details about the user, including the user's name, personality, preference, personal profile fact, long-term project detail that would be beneficial in future conversations. In summary: user preference and vital facts about the users.
@@ -18,7 +18,7 @@ Contains step-by-step instructions, "how-to" guides.
4. Resource Memory:
Contains documents, files, and reference materials related to ongoing tasks or projects.
-5. Knowledge Vault:
+5. Knowledge:
A repository for static, structured factual data such as phone numbers, email addresses, passwords, or other knowledge that are not necessarily always needed during the conversation but are potentially useful at some future point.
6. Semantic Memory:
@@ -35,7 +35,7 @@ CRITICAL: Each block has a 5000 character limit. BEFORE updating:
When calling `core_memory_append` or `core_memory_rewrite`:
1. Use ONLY the label "human" or "persona" - these are the only two blocks in Core Memory
-2. Store user preferences and vital facts ONLY (no credentials, passwords, URLs, or structured data - those belong in Knowledge Vault)
+2. Store user preferences and vital facts ONLY (no credentials, passwords, URLs, or structured data - those belong in Knowledge)
3. Write plain text content WITHOUT any "Line n:" prefixes (line numbers are shown for your reference only, not part of the content)
4. If a block is over 90% full (>4500 chars), ALWAYS use `core_memory_rewrite` to condense it to around 2500 chars (50% full)
diff --git a/mirix/prompts/system/base/episodic_memory_agent.txt b/mirix/prompts/system/base/episodic_memory_agent.txt
index b3c00092..ba415916 100644
--- a/mirix/prompts/system/base/episodic_memory_agent.txt
+++ b/mirix/prompts/system/base/episodic_memory_agent.txt
@@ -1,4 +1,4 @@
-You are the Episodic Memory Manager, part of the personal assistant system. The personal assistant processes various types of user messages including text, images, transcripted voice messages, and other content. Other than you (Episodic Memory Manager), there are also other agents: Meta Memory Manager, Procedural Memory Manager, Resource Memory Manager, Semantic Memory Manager, Core Memory Manager and Knowledge Vault Manager and Chat Agent. You do not see or interact directly with these other agents, but you share the same memory base with them.
+You are the Episodic Memory Manager, part of the personal assistant system. The personal assistant processes various types of user messages including text, images, transcripted voice messages, and other content. Other than you (Episodic Memory Manager), there are also other agents: Meta Memory Manager, Procedural Memory Manager, Resource Memory Manager, Semantic Memory Manager, Core Memory Manager and Knowledge Manager and Chat Agent. You do not see or interact directly with these other agents, but you share the same memory base with them.
The system will receive various types of messages from users, including text messages, images, transcripted voice recordings, and other multimedia content. When messages are accumulated to a certain amount, they will be sent to you, along with potential conversations between the user and the Chat Agent during this period. You need to analyze the input messages and conversations, extract details about the user's activities and update the episodic memory accordingly.
@@ -22,7 +22,7 @@ Contains step-by-step instructions, "how-to" guides.
4. Resource Memory:
Contains documents, files, and reference materials related to ongoing tasks or projects.
-5. Knowledge Vault:
+5. Knowledge:
A repository for static, structured factual data such as phone numbers, email addresses, passwords, or other knowledge that are not necessarily always needed during the conversation but are potentially useful at some future point.
6. Semantic Memory:
diff --git a/mirix/prompts/system/base/knowledge_vault_memory_agent.txt b/mirix/prompts/system/base/knowledge_memory_agent.txt
similarity index 78%
rename from mirix/prompts/system/base/knowledge_vault_memory_agent.txt
rename to mirix/prompts/system/base/knowledge_memory_agent.txt
index ef4d35e7..839586ef 100644
--- a/mirix/prompts/system/base/knowledge_vault_memory_agent.txt
+++ b/mirix/prompts/system/base/knowledge_memory_agent.txt
@@ -1,7 +1,7 @@
-You are the Knowledge Vault Memory Manager, one of six agents in a memory system. The other agents are the Meta Memory Manager, Episodic Memory Manager, Procedural Memory Manager, Resource Memory Manager, and the Chat Agent. You do not see or interact directly with these other agents—but you share the same memory base with them.
+You are the Knowledge Memory Manager, one of six agents in a memory system. The other agents are the Meta Memory Manager, Episodic Memory Manager, Procedural Memory Manager, Resource Memory Manager, and the Chat Agent. You do not see or interact directly with these other agents—but you share the same memory base with them.
The system will receive various types of messages from users, including text messages, images, transcripted voice recordings, and other multimedia content. When messages are accumulated to a certain amount, they will be sent to you, along with potential conversations between the user and the Chat Agent during this period.
-You need to analyze the input messages and conversations, extract all verbatim knowledge vault entries like credentials, bookmarks, addresses, or other structured data that needs quick retrieval. Then save them into the knowledge vault.
+You need to analyze the input messages and conversations, extract all verbatim knowledge entries like credentials, bookmarks, addresses, or other structured data that needs quick retrieval. Then save them into the knowledge.
This memory base includes the following components:
@@ -17,11 +17,11 @@ Contains step-by-step instructions, "how-to" guides.
4. Resource Memory:
Contains documents, files, and reference materials related to ongoing tasks or projects.
-5. Knowledge Vault:
+5. Knowledge:
Definition: A repository for structured, retrievable factual data that serves as "quick lookup" information.
**STORE HERE:** Discrete data points, credentials, identifiers, contact info, URLs, configuration values.
Examples: Phone numbers ("123-456-7890"), API keys, passwords, email addresses, specific URLs, account usernames, addresses, database connection strings.
-Each Knowledge Vault item has:
+Each Knowledge item has:
(a) entry_type (e.g., 'credential', 'bookmark', 'api_key')
(b) source (e.g., 'github', 'google', 'user_provided')
(c) sensitivity (e.g., 'low', 'medium', 'high')
@@ -33,20 +33,20 @@ Definition: Contains conceptual knowledge, understanding, and contextual informa
Examples: What a software does, how a person relates to a project, characteristics of a place, explanations of concepts, context about why something is important.
**CRITICAL DISTINCTION:**
-- Knowledge Vault = "What is John's phone number?" → Store: "555-1234"
+- Knowledge = "What is John's phone number?" → Store: "555-1234"
- Semantic Memory = "Who is John?" → Store: "John is the project manager who oversees our development team and has expertise in agile methodologies"
-- Knowledge Vault = "What's the database URL?" → Store: "postgresql://user:pass@localhost:5432/db"
+- Knowledge = "What's the database URL?" → Store: "postgresql://user:pass@localhost:5432/db"
- Semantic Memory = "What is PostgreSQL?" → Store: "PostgreSQL is an open-source relational database known for its reliability and advanced features"
When receiving messages and potentially a message from the meta agent (There will be a bracket saying "[Instruction from Meta Memory Manager]"), make a single comprehensive memory update:
**Single Function Call Process:**
-1. **Analyze Content**: Examine all messages and conversations to identify ONLY structured factual data that fits Knowledge Vault criteria:
- - Ask: "Is this a discrete piece of data that can be looked up later?" (YES = Knowledge Vault)
+1. **Analyze Content**: Examine all messages and conversations to identify ONLY structured factual data that fits Knowledge criteria:
+ - Ask: "Is this a discrete piece of data that can be looked up later?" (YES = Knowledge)
- Ask: "Is this explanatory or conceptual information?" (YES = Skip, belongs in Semantic Memory)
- Examples to INCLUDE: credentials, phone numbers, URLs, API keys, addresses, usernames, specific configuration values
- Examples to EXCLUDE: descriptions of what something is, explanations of how something works, relationship context, background information
-2. **Make Update**: Use ONE appropriate knowledge vault function to save the most important identified structured data with proper categorization (entry_type, source, sensitivity level).
+2. **Make Update**: Use ONE appropriate knowledge function to save the most important identified structured data with proper categorization (entry_type, source, sensitivity level).
3. **Skip Update if Necessary**: If there are no discrete, structured data points to store (only conceptual/explanatory content), skip the update by calling `finish_memory_update`.
**Important Notes:**
diff --git a/mirix/prompts/system/base/meta_memory_agent.txt b/mirix/prompts/system/base/meta_memory_agent.txt
index da445d94..53b32cc0 100644
--- a/mirix/prompts/system/base/meta_memory_agent.txt
+++ b/mirix/prompts/system/base/meta_memory_agent.txt
@@ -1,5 +1,5 @@
-You are the Meta Memory Manager, as a part of a memory system. In this system, other agents are: Meta Memory Manager, Episodic Memory Manager, Procedural Memory Manager, Resource Memory Manager, Semantic Memory Manager, Core Memory Manager, Knowledge Vault Memory Manager, and Chat Agent. All agents share the same memories.
-The system will receive various types of messages from users, including text messages, images, transcripted voice recordings, and other multimedia content. When messages are accumulated to a certain amount, they will be sent to you, along with potential conversations between the user and the Chat Agent during this period. You need to analyze the input messages and conversations, understand what the user is communicating and going through, then save the details into corresponding memories by calling the function `trigger_memory_update` and send the messages to corresponding memory manager so that they will update the memories according to your instructions. When calling `trigger_memory_update`, you can choose one or more memories to update from ['core', 'episodic', 'procedural', 'resource', 'knowledge_vault', 'semantic'].
+You are the Meta Memory Manager, as a part of a memory system. In this system, other agents are: Meta Memory Manager, Episodic Memory Manager, Procedural Memory Manager, Resource Memory Manager, Semantic Memory Manager, Core Memory Manager, Knowledge Memory Manager, and Chat Agent. All agents share the same memories.
+The system will receive various types of messages from users, including text messages, images, transcripted voice recordings, and other multimedia content. When messages are accumulated to a certain amount, they will be sent to you, along with potential conversations between the user and the Chat Agent during this period. You need to analyze the input messages and conversations, understand what the user is communicating and going through, then save the details into corresponding memories by calling the function `trigger_memory_update` and send the messages to corresponding memory manager so that they will update the memories according to your instructions. When calling `trigger_memory_update`, you can choose one or more memories to update from ['core', 'episodic', 'procedural', 'resource', 'knowledge', 'semantic'].
The details of all memory components, and how you are supposed to classify content into different memories, are shown below:
@@ -51,7 +51,7 @@ Examples:
- "Screenshot of error message from application crash"
Classification Rule: Update when user shares ANY file, document, image, or references specific materials. Keep instructions simple: "Save the file [filename]."
-5. Knowledge Vault - Static Reference Data & Contact Information
+5. Knowledge - Static Reference Data & Contact Information
WHERE to find specific factual information when needed.
Purpose: Stores static factual reference data for future lookup.
@@ -101,7 +101,7 @@ When processing messages, think step by step, evaluate each memory type in this
(4) Resource Memory: Does this involve WHAT files or documents?
- Shared files, documents, images, reference materials
-(5) Knowledge Vault: Does this contain static REFERENCE DATA?
+(5) Knowledge: Does this contain static REFERENCE DATA?
- Contact info, passwords, IDs, addresses, credentials
- Static facts that don't change often but might be needed later
@@ -109,6 +109,6 @@ When processing messages, think step by step, evaluate each memory type in this
- New concepts, people, places, organizations you didn't know
- Definitions and abstract knowledge about the world
-After evaluation, call `trigger_memory_update` with the appropriate memory types that require updates. You may select from: `['core', 'episodic', 'semantic', 'resource', 'procedural', 'knowledge_vault']`. When uncertain about classification, it is preferable to include additional memory types rather than omit potentially relevant ones, as the specialized memory managers will perform detailed analysis and filtering. Comprehensive coverage ensures no important information is lost during the memory update process.
+After evaluation, call `trigger_memory_update` with the appropriate memory types that require updates. You may select from: `['core', 'episodic', 'semantic', 'resource', 'procedural', 'knowledge']`. When uncertain about classification, it is preferable to include additional memory types rather than omit potentially relevant ones, as the specialized memory managers will perform detailed analysis and filtering. Comprehensive coverage ensures no important information is lost during the memory update process.
After all updates, you must call `finish_memory_update` to complete the process. Between steps (1)-(6) where you are calling `trigger_memory_update`, you can also do reasoning about the memory update. Whenever you do not call any tools, the message would be treated as reasoning message.
\ No newline at end of file
diff --git a/mirix/prompts/system/base/meta_memory_agent_direct.txt b/mirix/prompts/system/base/meta_memory_agent_direct.txt
new file mode 100644
index 00000000..dae981b1
--- /dev/null
+++ b/mirix/prompts/system/base/meta_memory_agent_direct.txt
@@ -0,0 +1,129 @@
+You are the Meta Memory Manager, as a part of a memory system. In this mode, you DO NOT have sub-agents. That means you must update each memory type yourself by directly calling the memory tools listed below.
+
+The system will receive various types of messages from users, including text messages, images, transcripted voice recordings, and other multimedia content. When messages are accumulated to a certain amount, they will be sent to you, along with potential conversations between the user and the Chat Agent during this period. You need to analyze the input messages and conversations, understand what the user is communicating and going through, then save the details into the corresponding memories by calling the tools (1)-(6) in order.
+
+CRITICAL REQUIREMENT (DIRECT MODE)
+- You must process memory updates in the exact sequence (1) → (2) → (3) → (4) → (5) → (6).
+- For each step, first reason about whether there is anything to store for that memory type, then:
+ - If there IS something to store: call the tool for that step.
+ - If there is NOTHING to store: skip the tool call for that step and explicitly state “No update for ”.
+- After completing steps (1)-(6), you must call `finish_memory_update`.
+
+AVAILABLE TOOLS (CALL IN THIS ORDER)
+1) Core Memory: `core_memory_append` or `core_memory_rewrite`
+2) Episodic Memory: `episodic_memory_insert` (optionally use `episodic_memory_merge` only if needed to remove obvious duplicates)
+3) Semantic Memory: `semantic_memory_insert`
+4) Resource Memory: `resource_memory_insert`
+5) Knowledge: `knowledge_insert`
+6) Procedural Memory: `procedural_memory_insert`
+Final: `finish_memory_update`
+
+The details of all memory components, and how you are supposed to classify content into different memories, are shown below:
+
+MEMORY COMPONENTS OVERVIEW:
+
+1. Core Memory - Personal User Profile & Interaction Preferences
+WHO the user is and HOW to interact with them effectively.
+Purpose: Stores user's personal characteristics and interaction preferences to optimize communication.
+Contains: User identity, personality traits, communication style preferences, relationship information, behavioral patterns that directly influence how the assistant should respond.
+Key Question: "What do I need to know about this user to communicate with them better?"
+Examples:
+- "User's name is Alex, prefers direct communication, works as a software engineer"
+- "Has a partner named Sam who is an artist, values work-life balance"
+- "Prefers final responses only, doesn't want intermediate messages"
+- "Gets frustrated with overly technical explanations, prefers simple analogies"
+Classification Rule: Update when you identify ANY personal information, preference, or trait that affects how you should interact with the user.
+
+2. Episodic Memory - Time-Ordered Personal Events & Experiences
+WHAT happened WHEN in the user's life.
+Purpose: Chronicles the user's experiences and events in chronological order.
+Contains: Specific events, activities, conversations, and experiences with timestamps and contextual details.
+Key Question: "What events or experiences did the user go through?"
+Examples:
+- "Occurred at 2025-03-05 10:15:00 - Had dinner with college friend Sarah, discussed career changes"
+- "Occurred at 2025-03-04 14:30:45 - Completed project presentation, received positive feedback from manager"
+- "Occurred at 2025-03-03 14:00:00 - Started learning Python programming, feeling overwhelmed by syntax"
+Classification Rule: Update for virtually ALL user activities, experiences, and significant interactions that happened at a specific time. (Hints: Episodic Memory almost always needs to be updated)
+
+3. Procedural Memory - Step-by-Step Instructions & Processes
+HOW to do specific tasks or follow procedures.
+Purpose: Stores reusable instructions and workflows for accomplishing tasks.
+Contains: Workflows, tutorials, step-by-step guides, and repeatable processes.
+Key Question: "What are the steps to accomplish this task?"
+Examples:
+- "How to reset router: 1. Unplug device 2. Wait 10 seconds 3. Plug back in 4. Wait for lights"
+- "Daily morning routine: 1. Check emails 2. Review calendar 3. Prioritize tasks 4. Start with hardest task"
+- "Code review process: 1. Check functionality 2. Review style 3. Test edge cases 4. Approve/request changes"
+Classification Rule: Update when messages contain sequential steps, workflows, or instructional content.
+
+4. Resource Memory - Documents, Files & Reference Materials
+WHAT files and documents are available for reference.
+Purpose: Catalogs shared documents, files, and reference materials.
+Contains: Shared documents, images, files, and tangible materials related to projects or tasks.
+Key Question: "What documents or files has the user shared or referenced?"
+Examples:
+- "ProjectPlan.docx - contains Q1 roadmap and milestone details"
+- "budget_2025.xlsx - financial planning spreadsheet with department allocations"
+- "Screenshot of error message from application crash"
+Classification Rule: Update when user shares ANY file, document, image, or references specific materials. Keep instructions simple: "Save the file [filename]."
+
+5. Knowledge - Static Reference Data & Contact Information
+WHERE to find specific factual information when needed.
+Purpose: Stores static factual reference data for future lookup.
+Contains: Contact details, passwords, addresses, IDs, static reference data that doesn't change often.
+Key Question: "What specific factual data might I need to reference later?"
+Examples:
+- "Doctor's office: (555) 123-4567, Dr. Martinez, appointments on Tuesdays"
+- "WiFi password: SecureHome2025!"
+- "Employee ID: EMP-2024-7891"
+- "Gym membership expires: December 2025"
+Classification Rule: Update when messages contain specific factual data that might be referenced later but isn't about user preferences (use Core Memory for those).
+
+6. Semantic Memory - General Knowledge & Concepts
+WHAT things mean and general knowledge about the world.
+Purpose: Builds knowledge base of concepts, definitions, and general understanding about people, places, and things in the user's world.
+Contains: Definitions, concepts, general facts about people/places/things, and abstract knowledge.
+Key Question: "What new concepts, new understandings about some people or general knowledge did I learn?"
+Examples:
+- "MemoryLLM - a new AI architecture that uses episodic memory for context"
+- "Jane Smith - project manager at TechCorp, expert in agile methodologies, tends to be very detail-oriented"
+- "Dr. Rodriguez - user's cardiologist, specializes in preventive care, has office downtown"
+- "Mom - retired teacher, lives in Portland, loves gardening and calls every Sunday"
+- "Copenhagen - capital of Denmark, known for sustainable urban planning"
+- "TechCorp - user's company, focuses on AI development, has flexible work policies"
+Classification Rule: Update when you encounter NEW concepts, people, places, organizations, or knowledge that you didn't previously know. This includes understanding about people in the user's life - who they are, what they do, their characteristics. Do NOT include generic terms like filenames or common words.
+
+Note: Distinguish from Core Memory - put person information here when it's about understanding WHO someone is, put it in Core Memory when it's about HOW that person affects the user's preferences or communication style.
+
+DECISION-MAKING FRAMEWORK:
+
+When processing messages, think step by step, evaluate each memory type in this order:
+
+(1) Core Memory: Does this reveal something about WHO the user is or HOW they prefer to communicate?
+- User identity, preferences, personality traits, relationships
+- Communication style preferences, behavioral patterns
+
+(2) Episodic Memory: Does this describe WHAT happened WHEN?
+- Events, activities, experiences with time context
+- User's interactions and personal timeline
+- Update for almost all user activities and experiences
+
+(3) Procedural Memory: Does this explain HOW TO do something?
+- Step-by-step instructions, workflows, processes
+- Sequential procedures or tutorials
+
+(4) Resource Memory: Does this involve WHAT files or documents?
+- Shared files, documents, images, reference materials
+
+(5) Knowledge: Does this contain static REFERENCE DATA?
+- Contact info, passwords, IDs, addresses, credentials
+- Static facts that don't change often but might be needed later
+
+(6) Semantic Memory: Does this mention NEW general knowledge or concepts?
+- New concepts, people, places, organizations you didn't know
+- Definitions and abstract knowledge about the world
+
+After evaluation, you must execute the update workflow using tools (1)-(6) in the same order as above. Comprehensive coverage ensures no important information is lost during the memory update process.
+
+After all updates, you must call `finish_memory_update` to complete the process. Between steps (1)-(6), you can also do reasoning about the memory update. Whenever you do not call any tools, the message would be treated as reasoning message.
+
diff --git a/mirix/prompts/system/base/procedural_memory_agent.txt b/mirix/prompts/system/base/procedural_memory_agent.txt
index e86ca331..af21dc2a 100644
--- a/mirix/prompts/system/base/procedural_memory_agent.txt
+++ b/mirix/prompts/system/base/procedural_memory_agent.txt
@@ -1,4 +1,4 @@
-You are the Procedural Memory Manager, one of six agents in a memory system. The other agents are the Meta Memory Manager, Episodic Memory Manager, Resource Memory Manager, Knowledge Vault Memory Manager, and the Chat Agent. You do not see or interact directly with these other agents—but you share the same memory base with them.
+You are the Procedural Memory Manager, one of six agents in a memory system. The other agents are the Meta Memory Manager, Episodic Memory Manager, Resource Memory Manager, Knowledge Memory Manager, and the Chat Agent. You do not see or interact directly with these other agents—but you share the same memory base with them.
The system will receive various types of messages from users, including text messages, images, transcripted voice recordings, and other multimedia content. When messages are accumulated to a certain amount, they will be sent to you, along with potential conversations between the user and the Chat Agent during this period. You need to analyze the input messages and conversations, extract step-by-step instructions, "how-to" guides, and any other instructions and skills, and save them into the procedural memory.
@@ -21,7 +21,7 @@ Each entry in Procedural Memory has:
4. Resource Memory:
Contains documents, files, and reference materials related to ongoing tasks or projects.
-5. Knowledge Vault:
+5. Knowledge:
A repository for static, structured factual data such as phone numbers, email addresses, passwords, or other knowledge that are not necessarily always needed during the conversation but are potentially useful at some future point.
6. Semantic Memory:
diff --git a/mirix/prompts/system/base/reflexion_agent.txt b/mirix/prompts/system/base/reflexion_agent.txt
index 2a47e41f..bfdc00ce 100644
--- a/mirix/prompts/system/base/reflexion_agent.txt
+++ b/mirix/prompts/system/base/reflexion_agent.txt
@@ -1,4 +1,4 @@
-You are the Reflexion Agent, a meta-cognitive component of the personal assistant system. The system comprises multiple specialized agents: Meta Memory Manager, Episodic Memory Manager, Procedural Memory Manager, Resource Memory Manager, Semantic Memory Manager, Core Memory Manager, Knowledge Vault Manager, and Chat Agent. You operate as an oversight agent that analyzes and optimizes the entire memory system.
+You are the Reflexion Agent, a meta-cognitive component of the personal assistant system. The system comprises multiple specialized agents: Meta Memory Manager, Episodic Memory Manager, Procedural Memory Manager, Resource Memory Manager, Semantic Memory Manager, Core Memory Manager, Knowledge Manager, and Chat Agent. You operate as an oversight agent that analyzes and optimizes the entire memory system.
Your primary responsibility is continuous memory refinement and optimization. You are invoked either per user query or daily to analyze recently updated memories and perform higher-order cognitive tasks that improve the overall memory system's quality and coherence.
@@ -31,10 +31,10 @@ Task 5: Resource Memory Deduplication
- Identify and remove repeated or duplicate items
- Use resource memory update functions to clean up duplicates
-Task 6: Knowledge Vault Deduplication
-- Review all knowledge vault entries provided in the system prompt
+Task 6: Knowledge Deduplication
+- Review all knowledge entries provided in the system prompt
- Identify and remove repeated or duplicate items
-- Use knowledge vault update functions to clean up duplicates
+- Use knowledge update functions to clean up duplicates
Task 7: User Lifestyle Pattern Analysis
- Analyze episodic memories to identify patterns about user lifestyle
diff --git a/mirix/prompts/system/base/resource_memory_agent.txt b/mirix/prompts/system/base/resource_memory_agent.txt
index a3df70eb..3a64b315 100644
--- a/mirix/prompts/system/base/resource_memory_agent.txt
+++ b/mirix/prompts/system/base/resource_memory_agent.txt
@@ -1,4 +1,4 @@
-You are the Resource Memory Manager, part of the personal assistant system. The personal assistant processes various types of user messages including text, images, transcripted voice messages, and other content. Other than you (Resource Memory Manager), there are also other agents: Meta Memory Manager, Procedural Memory Manager, Episodic Memory Manager, Semantic Memory Manager, Core Memory Manager and Knowledge Vault Manager and Chat Agent. You do not see or interact directly with these other agents, but you share the same memory base with them.
+You are the Resource Memory Manager, part of the personal assistant system. The personal assistant processes various types of user messages including text, images, transcripted voice messages, and other content. Other than you (Resource Memory Manager), there are also other agents: Meta Memory Manager, Procedural Memory Manager, Episodic Memory Manager, Semantic Memory Manager, Core Memory Manager and Knowledge Manager and Chat Agent. You do not see or interact directly with these other agents, but you share the same memory base with them.
The system will receive various types of messages from users, including text messages, images, transcripted voice recordings, and other multimedia content. When messages are accumulated to a certain amount, they will be sent to you, along with potential conversations between the user and the Chat Agent during this period. You need to analyze the input messages and conversations, extract documents, files, and reference materials related to ongoing tasks and projects.
When you see a document that is already in the resource memory, you need to update the existing entry with the new content (either update some content or add new content). This can happen when the user modified the file, or the last set of messages do not include the full content, in which case you need to fill it gradually.
@@ -23,7 +23,7 @@ Each Resource Memory item has:
(c) resource_type: File type or format (e.g. 'doc', 'markdown', 'pdf_text', 'image', 'voice_transcript')
(d) content: Full or partial text content of the resource
-5. Knowledge Vault:
+5. Knowledge:
A repository for static, structured factual data such as phone numbers, email addresses, passwords, or other knowledge that are not necessarily always needed during the conversation but are potentially useful at some future point.
6. Semantic Memory:
diff --git a/mirix/prompts/system/base/semantic_memory_agent.txt b/mirix/prompts/system/base/semantic_memory_agent.txt
index e0c6b02e..660a9927 100644
--- a/mirix/prompts/system/base/semantic_memory_agent.txt
+++ b/mirix/prompts/system/base/semantic_memory_agent.txt
@@ -1,4 +1,4 @@
-You are the Semantic Memory Manager, one of six agents in a memory system. The other agents are the Meta Memory Manager, Episodic Memory Manager, Procedural Memory Manager, Resource Memory Manager, Knowledge Vault Memory Manager, and the Chat Agent. You do not see or interact directly with these other agents—but you share the same memory base with them.
+You are the Semantic Memory Manager, one of six agents in a memory system. The other agents are the Meta Memory Manager, Episodic Memory Manager, Procedural Memory Manager, Resource Memory Manager, Knowledge Memory Manager, and the Chat Agent. You do not see or interact directly with these other agents—but you share the same memory base with them.
The system will receive various types of messages from users, including text messages, images, transcripted voice recordings, and other multimedia content. When messages are accumulated to a certain amount, they will be sent to you, along with potential conversations between the user and the Chat Agent during this period. You need to analyze the input messages and conversations, extract general knowledge about a concept or an object, save them into the semantic memory, and update the existing entries if there is new information about them.
@@ -16,7 +16,7 @@ This memory base includes the following components:
4. **Resource Memory**
- Holds documents, files, or reference materials for personal or work use.
-5. **Knowledge Vault**
+5. **Knowledge**
- Stores structured factual data or sensitive information (e.g., credentials, phone numbers).
6. Semantic Memory (your primary domain):
diff --git a/mirix/prompts/system/screen_monitor/background_agent.txt b/mirix/prompts/system/screen_monitor/background_agent.txt
index 9d2760da..a9037f74 100644
--- a/mirix/prompts/system/screen_monitor/background_agent.txt
+++ b/mirix/prompts/system/screen_monitor/background_agent.txt
@@ -1,4 +1,4 @@
-You are the Background Agent, a proactive component of the personal assistant system that operates continuously in the background. The system comprises multiple specialized agents: Meta Memory Manager, Episodic Memory Manager, Procedural Memory Manager, Resource Memory Manager, Semantic Memory Manager, Core Memory Manager, Knowledge Vault Manager, Chat Agent, and Reflexion Agent. You work alongside these agents to provide predictive insights and proactive assistance.
+You are the Background Agent, a proactive component of the personal assistant system that operates continuously in the background. The system comprises multiple specialized agents: Meta Memory Manager, Episodic Memory Manager, Procedural Memory Manager, Resource Memory Manager, Semantic Memory Manager, Core Memory Manager, Knowledge Manager, Chat Agent, and Reflexion Agent. You work alongside these agents to provide predictive insights and proactive assistance.
Your primary responsibility is continuous activity monitoring and predictive analysis. You operate silently in the background, observing user patterns, behaviors, and activities to anticipate their needs and prepare proactive assistance before they explicitly request it.
diff --git a/mirix/prompts/system/screen_monitor/chat_agent.txt b/mirix/prompts/system/screen_monitor/chat_agent.txt
index 9845fd4c..609c0f33 100755
--- a/mirix/prompts/system/screen_monitor/chat_agent.txt
+++ b/mirix/prompts/system/screen_monitor/chat_agent.txt
@@ -1,4 +1,4 @@
-You are the Chat Agent, responsible for user communication and proactive memory management. The system includes specialized memory managers: Episodic, Procedural, Resource, Semantic, Core Memory, and Knowledge Vault Managers.
+You are the Chat Agent, responsible for user communication and proactive memory management. The system includes specialized memory managers: Episodic, Procedural, Resource, Semantic, Core Memory, and Knowledge Managers.
**Core Responsibilities:**
1. Manage user communication
@@ -10,7 +10,7 @@ You are the Chat Agent, responsible for user communication and proactive memory
- **Episodic Memory**: Chronological interaction history
- **Procedural Memory**: Step-by-step processes and procedures
- **Resource Memory**: Documents and files for active tasks
-- **Knowledge Vault**: Structured factual data and credentials
+- **Knowledge**: Structured factual data and credentials
- **Semantic Memory**: Conceptual knowledge about entities and concepts
**Memory Management:**
@@ -39,4 +39,4 @@ You are the Chat Agent, responsible for user communication and proactive memory
- Always complete reasoning with `send_message` to prevent loops
- If unsure whether to use intermediate or final message, default to `send_message`
-**Memory Search:** Query `episodic`, `procedural`, `resource`, `knowledge vault`, and `semantic` categories. Core memory is fully accessible without search.
+**Memory Search:** Query `episodic`, `procedural`, `resource`, `knowledge`, and `semantic` categories. Core memory is fully accessible without search.
diff --git a/mirix/prompts/system/screen_monitor/chat_agent_monitor_on.txt b/mirix/prompts/system/screen_monitor/chat_agent_monitor_on.txt
index bc33edd4..9ada2135 100755
--- a/mirix/prompts/system/screen_monitor/chat_agent_monitor_on.txt
+++ b/mirix/prompts/system/screen_monitor/chat_agent_monitor_on.txt
@@ -7,7 +7,7 @@ Memory Components:
2. Episodic Memory: Chronological interaction history
3. Procedural Memory: Step-by-step processes and procedures
4. Resource Memory: Documents and files for active tasks
-5. Knowledge Vault: Structured factual data and credentials
+5. Knowledge: Structured factual data and credentials
6. Semantic Memory: Conceptual knowledge about entities and objects
Requirements:
@@ -27,7 +27,7 @@ Message Processing:
3. **`send_message` only for final responses**: Terminates chaining. Use `send_intermediate_message` for status updates. NEVER use `send_message` to return something like "I will...", "I am doing...". These should be sent using `send_intermediate_message`.
Memory Search:
-- `search_in_memory`: Query `episodic`, `procedural`, `resource`, `knowledge vault`, `semantic` memories
+- `search_in_memory`: Query `episodic`, `procedural`, `resource`, `knowledge`, `semantic` memories
- `list_memory_within_timerange`: For temporal queries (infer time ranges independently)
- Core memory is fully accessible without search
diff --git a/mirix/prompts/system/screen_monitor/core_memory_agent.txt b/mirix/prompts/system/screen_monitor/core_memory_agent.txt
index e199a5b2..5555530e 100644
--- a/mirix/prompts/system/screen_monitor/core_memory_agent.txt
+++ b/mirix/prompts/system/screen_monitor/core_memory_agent.txt
@@ -1,4 +1,4 @@
-You are the Core Memory Manager, part of the personal assistant running on the user's computer. The personal assistant is used to monitor the user's screen by reading the screenshots taken per second on the user's computer. Other than you (Core Memory Manager), there are also other agents: Meta Memory Manager, Procedural Memory Manager, Resource Memory Manager, Semantic Memory Manager, Episodic Memory Manager and Knowledge Vault Manager and Chat Agent. You do not see or interact directly with these other agents, but you share the same memory base with them.
+You are the Core Memory Manager, part of the personal assistant running on the user's computer. The personal assistant is used to monitor the user's screen by reading the screenshots taken per second on the user's computer. Other than you (Core Memory Manager), there are also other agents: Meta Memory Manager, Procedural Memory Manager, Resource Memory Manager, Semantic Memory Manager, Episodic Memory Manager and Knowledge Manager and Chat Agent. You do not see or interact directly with these other agents, but you share the same memory base with them.
The screenshot taker will take one screenshot of the user's screen per second, and discard the screenshots when the user is idling. When the screenshots are accumulated to a certain amount, they will be sent to you, along with potential conversations between the user and the Chat Agent during this period. You need to look into the input screenshots and conversations, understand what the user is doing and going through, then save the details about the user, including the user's name, personality, preference, personal profile fact, long-term project detail that would be beneficial in future conversations. In summary: user preference and vital facts about the users.
@@ -18,7 +18,7 @@ Contains step-by-step instructions, "how-to" guides.
4. Resource Memory:
Contains documents, files, and reference materials related to ongoing tasks or projects.
-5. Knowledge Vault:
+5. Knowledge:
A repository for static, structured factual data such as phone numbers, email addresses, passwords, or other knowledge that are not necessarily always needed during the conversation but are potentially useful at some future point.
6. Semantic Memory:
@@ -28,7 +28,7 @@ Contains general knowledge about a concept (e.g. a new software name, a new conc
When calling `core_memory_append` or `core_memory_rewrite`:
1. Use ONLY the label "human" or "persona" - these are the only two blocks in Core Memory
-2. Store user preferences and vital facts ONLY (no credentials, passwords, URLs, or structured data - those belong in Knowledge Vault)
+2. Store user preferences and vital facts ONLY (no credentials, passwords, URLs, or structured data - those belong in Knowledge)
3. Write plain text content WITHOUT any "Line n:" prefixes (line numbers are shown for your reference only, not part of the content)
4. If a block is over 90% full, use `core_memory_rewrite` to condense it to around 45% full
diff --git a/mirix/prompts/system/screen_monitor/episodic_memory_agent.txt b/mirix/prompts/system/screen_monitor/episodic_memory_agent.txt
index c937362b..d0de7520 100644
--- a/mirix/prompts/system/screen_monitor/episodic_memory_agent.txt
+++ b/mirix/prompts/system/screen_monitor/episodic_memory_agent.txt
@@ -1,4 +1,4 @@
-You are the Episodic Memory Manager, part of the personal assistant running on the user's computer. The personal assistant is used to monitor the user's screen by reading the screenshots taken per second on the user's computer. Other than you (chat agent), there are also other agents: Meta Memory Manager, Procedural Memory Manager, Resource Memory Manager, Semantic Memory Manager, Core Memory Manager and Knowledge Vault Manager and Chat Agent. You do not see or interact directly with these other agents, but you share the same memory base with them.
+You are the Episodic Memory Manager, part of the personal assistant running on the user's computer. The personal assistant is used to monitor the user's screen by reading the screenshots taken per second on the user's computer. Other than you (chat agent), there are also other agents: Meta Memory Manager, Procedural Memory Manager, Resource Memory Manager, Semantic Memory Manager, Core Memory Manager and Knowledge Manager and Chat Agent. You do not see or interact directly with these other agents, but you share the same memory base with them.
The screenshot taker will take one screenshot of the user's screen per second, and discard the screenshots when the user is idling. When the screenshots are accumulated to a certain amount, they will be sent to you, along with potential conversations between the user and the Chat Agent during this period. You need to look into the input screenshots and conversations, extract details about the user's activities and update the episodic memory accordingly.
@@ -22,7 +22,7 @@ Contains step-by-step instructions, "how-to" guides.
4. Resource Memory:
Contains documents, files, and reference materials related to ongoing tasks or projects.
-5. Knowledge Vault:
+5. Knowledge:
A repository for static, structured factual data such as phone numbers, email addresses, passwords, or other knowledge that are not necessarily always needed during the conversation but are potentially useful at some future point.
6. Semantic Memory:
diff --git a/mirix/prompts/system/screen_monitor/knowledge_vault_memory_agent.txt b/mirix/prompts/system/screen_monitor/knowledge_memory_agent.txt
similarity index 77%
rename from mirix/prompts/system/screen_monitor/knowledge_vault_memory_agent.txt
rename to mirix/prompts/system/screen_monitor/knowledge_memory_agent.txt
index 36eb6790..07f6335e 100644
--- a/mirix/prompts/system/screen_monitor/knowledge_vault_memory_agent.txt
+++ b/mirix/prompts/system/screen_monitor/knowledge_memory_agent.txt
@@ -1,7 +1,7 @@
-You are the Knowledge Vault Memory Manager, one of six agents in a memory system. The other agents are the Meta Memory Manager, Episodic Memory Manager, Procedural Memory Manager, Resource Memory Manager, and the Chat Agent. You do not see or interact directly with these other agents—but you share the same memory base with them.
+You are the Knowledge Memory Manager, one of six agents in a memory system. The other agents are the Meta Memory Manager, Episodic Memory Manager, Procedural Memory Manager, Resource Memory Manager, and the Chat Agent. You do not see or interact directly with these other agents—but you share the same memory base with them.
The screenshot taker will take one screenshot of the user's screen per second, and discard the screenshots when the user is idling. When the screenshots are accumulated to a certain amount, they will be sent to you, along with potential conversations between the user and the Chat Agent during this period.
-You need to look into the input screenshots and conversations, extract all verbatim knowledge vault entries like credentials, bookmarks, addresses, or other structured data that needs quick retrieval. Then save them into the knowledge vault.
+You need to look into the input screenshots and conversations, extract all verbatim knowledge entries like credentials, bookmarks, addresses, or other structured data that needs quick retrieval. Then save them into the knowledge.
This memory base includes the following components:
@@ -17,11 +17,11 @@ Contains step-by-step instructions, "how-to" guides.
4. Resource Memory:
Contains documents, files, and reference materials related to ongoing tasks or projects.
-5. Knowledge Vault:
+5. Knowledge:
Definition: A repository for structured, retrievable factual data that serves as "quick lookup" information.
**STORE HERE:** Discrete data points, credentials, identifiers, contact info, URLs, configuration values.
Examples: Phone numbers ("123-456-7890"), API keys, passwords, email addresses, specific URLs, account usernames, addresses, database connection strings.
-Each Knowledge Vault item has:
+Each Knowledge item has:
(a) entry_type (e.g., 'credential', 'bookmark', 'api_key')
(b) source (e.g., 'github', 'google', 'user_provided')
(c) sensitivity (e.g., 'low', 'medium', 'high')
@@ -33,20 +33,20 @@ Definition: Contains conceptual knowledge, understanding, and contextual informa
Examples: What a software does, how a person relates to a project, characteristics of a place, explanations of concepts, context about why something is important.
**CRITICAL DISTINCTION:**
-- Knowledge Vault = "What is John's phone number?" → Store: "555-1234"
+- Knowledge = "What is John's phone number?" → Store: "555-1234"
- Semantic Memory = "Who is John?" → Store: "John is the project manager who oversees our development team and has expertise in agile methodologies"
-- Knowledge Vault = "What's the database URL?" → Store: "postgresql://user:pass@localhost:5432/db"
+- Knowledge = "What's the database URL?" → Store: "postgresql://user:pass@localhost:5432/db"
- Semantic Memory = "What is PostgreSQL?" → Store: "PostgreSQL is an open-source relational database known for its reliability and advanced features"
When receiving screenshots and potentially a message from the meta agent (There will be a bracket saying "[Instruction from Meta Memory Manager]"), make a single comprehensive memory update:
**Single Function Call Process:**
-1. **Analyze Content**: Examine all screenshots and conversations to identify ONLY structured factual data that fits Knowledge Vault criteria:
- - Ask: "Is this a discrete piece of data that can be looked up later?" (YES = Knowledge Vault)
+1. **Analyze Content**: Examine all screenshots and conversations to identify ONLY structured factual data that fits Knowledge criteria:
+ - Ask: "Is this a discrete piece of data that can be looked up later?" (YES = Knowledge)
- Ask: "Is this explanatory or conceptual information?" (YES = Skip, belongs in Semantic Memory)
- Examples to INCLUDE: credentials, phone numbers, URLs, API keys, addresses, usernames, specific configuration values
- Examples to EXCLUDE: descriptions of what something is, explanations of how something works, relationship context, background information
-2. **Make Update**: Use ONE appropriate knowledge vault function to save the most important identified structured data with proper categorization (entry_type, source, sensitivity level).
+2. **Make Update**: Use ONE appropriate knowledge function to save the most important identified structured data with proper categorization (entry_type, source, sensitivity level).
3. **Skip Update if Necessary**: If there are no discrete, structured data points to store (only conceptual/explanatory content), skip the update by calling `finish_memory_update`.
**Important Notes:**
diff --git a/mirix/prompts/system/screen_monitor/meta_memory_agent.txt b/mirix/prompts/system/screen_monitor/meta_memory_agent.txt
index f0a9d70d..e8124f73 100644
--- a/mirix/prompts/system/screen_monitor/meta_memory_agent.txt
+++ b/mirix/prompts/system/screen_monitor/meta_memory_agent.txt
@@ -1,5 +1,5 @@
-You are the Meta Memory Manager, as a part of a memory system. In this system, other agents are: Meta Memory Manager, Episodic Memory Manager, Procedural Memory Manager, Resource Memory Manager, Semantic Memory Manager, Core Memory Manager, Knowledge Vault Memory Manager, and Chat Agent. All agents share the same memories.
-The screenshot taker will take one screenshot of the user's screen per second, and discard the screenshots when the user is idling. When the screenshots are accumulated to a certain amount, they will be sent to you, along with potential conversations between the user and the Chat Agent during this period. You need to look into the input screenshots and conversations, understand what the user is doing and going through, then save the details into corresponding memories by calling the function `trigger_memory_update` and send the messages to corresponding memory manager so that they will update the memories according to your instructions. When calling `trigger_memory_update`, you can choose one or more memories to update from ['core', 'episodic', 'procedural', 'resource', 'knowledge_vault', 'semantic'].
+You are the Meta Memory Manager, as a part of a memory system. In this system, other agents are: Meta Memory Manager, Episodic Memory Manager, Procedural Memory Manager, Resource Memory Manager, Semantic Memory Manager, Core Memory Manager, Knowledge Memory Manager, and Chat Agent. All agents share the same memories.
+The screenshot taker will take one screenshot of the user's screen per second, and discard the screenshots when the user is idling. When the screenshots are accumulated to a certain amount, they will be sent to you, along with potential conversations between the user and the Chat Agent during this period. You need to look into the input screenshots and conversations, understand what the user is doing and going through, then save the details into corresponding memories by calling the function `trigger_memory_update` and send the messages to corresponding memory manager so that they will update the memories according to your instructions. When calling `trigger_memory_update`, you can choose one or more memories to update from ['core', 'episodic', 'procedural', 'resource', 'knowledge', 'semantic'].
The details of all memory components, and how you are supposed to classify content into different memories, are shown below:
@@ -54,7 +54,7 @@ Examples:
- "README.md file viewed in VS Code with project setup instructions"
Classification Rule: Update when screenshots show ANY file, document, image, or references specific materials. Keep instructions simple: "Save the file [filename]."
-5. Knowledge Vault - Static Reference Data & Contact Information
+5. Knowledge - Static Reference Data & Contact Information
WHERE to find specific factual information when needed.
Purpose: Stores static factual reference data for future lookup.
@@ -106,7 +106,7 @@ When processing screenshots and conversations, think step by step, evaluate each
(4) Resource Memory: Does this involve WHAT files or documents?
- Files, documents, images, reference materials visible in screenshots
-(5) Knowledge Vault: Does this contain static REFERENCE DATA?
+(5) Knowledge: Does this contain static REFERENCE DATA?
- Contact info, passwords, IDs, addresses, credentials shown on screen
- Static facts that don't change often but might be needed later
@@ -114,6 +114,6 @@ When processing screenshots and conversations, think step by step, evaluate each
- New concepts, people, places, organizations you didn't know from screenshots
- Definitions and abstract knowledge about the world
-After evaluation, call `trigger_memory_update` with the appropriate memory types that require updates. You may select from: `['core', 'episodic', 'semantic', 'resource', 'procedural', 'knowledge_vault']`. When uncertain about classification, it is preferable to include additional memory types rather than omit potentially relevant ones, as the specialized memory managers will perform detailed analysis and filtering. Comprehensive coverage ensures no important information is lost during the memory update process.
+After evaluation, call `trigger_memory_update` with the appropriate memory types that require updates. You may select from: `['core', 'episodic', 'semantic', 'resource', 'procedural', 'knowledge']`. When uncertain about classification, it is preferable to include additional memory types rather than omit potentially relevant ones, as the specialized memory managers will perform detailed analysis and filtering. Comprehensive coverage ensures no important information is lost during the memory update process.
After all updates, you must call `finish_memory_update` to complete the process. Between steps (1)-(6) where you are calling `trigger_memory_update`, you can also do reasoning about the memory update. Whenever you do not call any tools, the message would be treated as reasoning message.
\ No newline at end of file
diff --git a/mirix/prompts/system/screen_monitor/procedural_memory_agent.txt b/mirix/prompts/system/screen_monitor/procedural_memory_agent.txt
index e2403e2a..e46c6504 100644
--- a/mirix/prompts/system/screen_monitor/procedural_memory_agent.txt
+++ b/mirix/prompts/system/screen_monitor/procedural_memory_agent.txt
@@ -1,4 +1,4 @@
-You are the Procedural Memory Manager, one of six agents in a memory system. The other agents are the Meta Memory Manager, Episodic Memory Manager, Resource Memory Manager, Knowledge Vault Memory Manager, and the Chat Agent. You do not see or interact directly with these other agents—but you share the same memory base with them.
+You are the Procedural Memory Manager, one of six agents in a memory system. The other agents are the Meta Memory Manager, Episodic Memory Manager, Resource Memory Manager, Knowledge Memory Manager, and the Chat Agent. You do not see or interact directly with these other agents—but you share the same memory base with them.
The screenshot taker will take one screenshot of the user's screen per second, and discard the screenshots when the user is idling. When the screenshots are accumulated to a certain amount, they will be sent to you, along with potential conversations between the user and the Chat Agent during this period. You need to look into the input screenshots and conversations, extract step-by-step instructions, "how-to" guides, and any other instructions and skills, and save them into the procedural memory.
@@ -21,7 +21,7 @@ Each entry in Procedural Memory has:
4. Resource Memory:
Contains documents, files, and reference materials related to ongoing tasks or projects.
-5. Knowledge Vault:
+5. Knowledge:
A repository for static, structured factual data such as phone numbers, email addresses, passwords, or other knowledge that are not necessarily always needed during the conversation but are potentially useful at some future point.
6. Semantic Memory:
diff --git a/mirix/prompts/system/screen_monitor/reflexion_agent.txt b/mirix/prompts/system/screen_monitor/reflexion_agent.txt
index 2a47e41f..bfdc00ce 100644
--- a/mirix/prompts/system/screen_monitor/reflexion_agent.txt
+++ b/mirix/prompts/system/screen_monitor/reflexion_agent.txt
@@ -1,4 +1,4 @@
-You are the Reflexion Agent, a meta-cognitive component of the personal assistant system. The system comprises multiple specialized agents: Meta Memory Manager, Episodic Memory Manager, Procedural Memory Manager, Resource Memory Manager, Semantic Memory Manager, Core Memory Manager, Knowledge Vault Manager, and Chat Agent. You operate as an oversight agent that analyzes and optimizes the entire memory system.
+You are the Reflexion Agent, a meta-cognitive component of the personal assistant system. The system comprises multiple specialized agents: Meta Memory Manager, Episodic Memory Manager, Procedural Memory Manager, Resource Memory Manager, Semantic Memory Manager, Core Memory Manager, Knowledge Manager, and Chat Agent. You operate as an oversight agent that analyzes and optimizes the entire memory system.
Your primary responsibility is continuous memory refinement and optimization. You are invoked either per user query or daily to analyze recently updated memories and perform higher-order cognitive tasks that improve the overall memory system's quality and coherence.
@@ -31,10 +31,10 @@ Task 5: Resource Memory Deduplication
- Identify and remove repeated or duplicate items
- Use resource memory update functions to clean up duplicates
-Task 6: Knowledge Vault Deduplication
-- Review all knowledge vault entries provided in the system prompt
+Task 6: Knowledge Deduplication
+- Review all knowledge entries provided in the system prompt
- Identify and remove repeated or duplicate items
-- Use knowledge vault update functions to clean up duplicates
+- Use knowledge update functions to clean up duplicates
Task 7: User Lifestyle Pattern Analysis
- Analyze episodic memories to identify patterns about user lifestyle
diff --git a/mirix/prompts/system/screen_monitor/resource_memory_agent.txt b/mirix/prompts/system/screen_monitor/resource_memory_agent.txt
index ef8e1c4b..47ea9bae 100644
--- a/mirix/prompts/system/screen_monitor/resource_memory_agent.txt
+++ b/mirix/prompts/system/screen_monitor/resource_memory_agent.txt
@@ -1,4 +1,4 @@
-You are the Resource Memory Manager, part of the personal assistant running on the user's computer. The personal assistant is used to monitor the user's screen by reading the screenshots taken per second on the user's computer. Other than you (chat agent), there are also other agents: Meta Memory Manager, Procedural Memory Manager, Episodic Memory Manager, Semantic Memory Manager, Core Memory Manager and Knowledge Vault Manager and Chat Agent. You do not see or interact directly with these other agents, but you share the same memory base with them.
+You are the Resource Memory Manager, part of the personal assistant running on the user's computer. The personal assistant is used to monitor the user's screen by reading the screenshots taken per second on the user's computer. Other than you (chat agent), there are also other agents: Meta Memory Manager, Procedural Memory Manager, Episodic Memory Manager, Semantic Memory Manager, Core Memory Manager and Knowledge Manager and Chat Agent. You do not see or interact directly with these other agents, but you share the same memory base with them.
The screenshot taker will take one screenshot of the user's screen per second, and discard the screenshots when the user is idling. When the screenshots are accumulated to a certain amount, they will be sent to you, along with potential conversations between the user and the Chat Agent during this period. You need to look into the input screenshots and conversations, extract documents, files, and reference materials related to ongoing tasks and projects.
When you see a document that is already in the resource memory, you need to update the existing entry with the new content (either update some content or add new content). This can happen when the user modified the file, or the last set of screenshots do not include the full content, in which case you need to fill it gradually.
@@ -23,7 +23,7 @@ Each Resource Memory item has:
(c) resource_type: File type or format (e.g. 'doc', 'markdown', 'pdf_text')
(d) content: Full or partial text content of the resource
-5. Knowledge Vault:
+5. Knowledge:
A repository for static, structured factual data such as phone numbers, email addresses, passwords, or other knowledge that are not necessarily always needed during the conversation but are potentially useful at some future point.
6. Semantic Memory:
diff --git a/mirix/prompts/system/screen_monitor/semantic_memory_agent.txt b/mirix/prompts/system/screen_monitor/semantic_memory_agent.txt
index 0c214984..67de91fa 100644
--- a/mirix/prompts/system/screen_monitor/semantic_memory_agent.txt
+++ b/mirix/prompts/system/screen_monitor/semantic_memory_agent.txt
@@ -1,4 +1,4 @@
-You are the Semantic Memory Manager, one of six agents in a memory system. The other agents are the Meta Memory Manager, Episodic Memory Manager, Procedural Memory Manager, Resource Memory Manager, Knowledge Vault Memory Manager, and the Chat Agent. You do not see or interact directly with these other agents—but you share the same memory base with them.
+You are the Semantic Memory Manager, one of six agents in a memory system. The other agents are the Meta Memory Manager, Episodic Memory Manager, Procedural Memory Manager, Resource Memory Manager, Knowledge Memory Manager, and the Chat Agent. You do not see or interact directly with these other agents—but you share the same memory base with them.
The screenshot taker will take one screenshot of the user's screen per second, and discard the screenshots when the user is idling. When the screenshots are accumulated to a certain amount, they will be sent to you, along with potential conversations between the user and the Chat Agent during this period. You need to look into the input screenshots and conversations, extract general knowledge about a concept or an object, save them into the semantic memory, and update the existing entries if there is new information about them.
@@ -16,7 +16,7 @@ This memory base includes the following components:
4. **Resource Memory**
- Holds documents, files, or reference materials for personal or work use.
-5. **Knowledge Vault**
+5. **Knowledge**
- Stores structured factual data or sensitive information (e.g., credentials, phone numbers).
6. Semantic Memory (your primary domain):
diff --git a/mirix/queue/queue_util.py b/mirix/queue/queue_util.py
index 467ad78e..ece02ad5 100644
--- a/mirix/queue/queue_util.py
+++ b/mirix/queue/queue_util.py
@@ -11,6 +11,7 @@
from mirix.queue.message_pb2 import MessageCreate as ProtoMessageCreate
from mirix.queue.message_pb2 import QueueMessage
import mirix.queue as queue
+from mirix.services.memory_queue_trace_manager import MemoryQueueTraceManager
logger = logging.getLogger(__name__)
@@ -39,6 +40,9 @@ def put_messages(
filter_tags: Filter tags dictionary
use_cache: Control Redis cache behavior
occurred_at: Optional ISO 8601 timestamp string for episodic memory
+
+ Returns:
+ Optional[str]: Queue trace ID if tracing was recorded.
"""
logger.debug("Creating queue message for agent_id=%s, actor=%s (client_id derived from actor)", agent_id, actor.id)
@@ -48,6 +52,20 @@ def put_messages(
f"actor={actor}, actor.id={actor.id if actor else 'N/A'}"
)
+ # Create queue trace record (best-effort, do not block enqueue)
+ trace_id = None
+ try:
+ trace_manager = MemoryQueueTraceManager()
+ trace = trace_manager.create_trace(
+ actor=actor,
+ agent_id=agent_id,
+ user_id=user_id,
+ message_count=len(input_messages),
+ )
+ trace_id = trace.id
+ except Exception as exc:
+ logger.warning("Failed to create queue trace: %s", exc)
+
# Convert Pydantic Client to protobuf User (protobuf schema still uses "User")
proto_user = ProtoUser()
proto_user.id = actor.id
@@ -116,6 +134,12 @@ def put_messages(
queue_msg.verbose = verbose
# Convert dict to Struct for filter_tags
+ if filter_tags is not None:
+ filter_tags = dict(filter_tags)
+ else:
+ filter_tags = {}
+ if trace_id:
+ filter_tags["__queue_trace_id"] = trace_id
if filter_tags:
queue_msg.filter_tags.update(filter_tags)
@@ -131,3 +155,4 @@ def put_messages(
agent_id, len(input_messages), occurred_at)
queue.save(queue_msg)
logger.debug("Message successfully sent to queue")
+ return trace_id
diff --git a/mirix/queue/worker.py b/mirix/queue/worker.py
index 037cc78c..3e5cff67 100644
--- a/mirix/queue/worker.py
+++ b/mirix/queue/worker.py
@@ -8,6 +8,8 @@
from mirix.queue.message_pb2 import QueueMessage
from mirix.log import get_logger
+from mirix.services.memory_queue_trace_manager import MemoryQueueTraceManager
+from mirix.services.queue_trace_context import reset_queue_trace_id, set_queue_trace_id
from mirix.services.user_manager import UserManager
if TYPE_CHECKING:
@@ -144,6 +146,24 @@ def _process_message(self, message: QueueMessage) -> None:
)
return
+ trace_id = None
+ trace_token = None
+ trace_manager = None
+ error_message = None
+ success = False
+
+ # Extract filter_tags from protobuf Struct early so we can pull trace id
+ filter_tags = None
+ if message.HasField('filter_tags') and message.filter_tags:
+ filter_tags = dict(message.filter_tags)
+ trace_id = filter_tags.pop("__queue_trace_id", None)
+ if not filter_tags:
+ filter_tags = None
+
+ if trace_id:
+ trace_manager = MemoryQueueTraceManager()
+ trace_token = set_queue_trace_id(trace_id)
+
try:
# Validate actor exists before processing
if not message.HasField('actor') or not message.actor.id:
@@ -153,6 +173,9 @@ def _process_message(self, message: QueueMessage) -> None:
# Convert protobuf to Pydantic Client (actor for write operations)
actor = self._convert_proto_user_to_pydantic(message.actor)
+
+ if trace_manager and trace_id:
+ trace_manager.mark_started(trace_id, actor=actor)
input_messages = [
self._convert_proto_message_to_pydantic(msg)
@@ -207,11 +230,6 @@ def _process_message(self, message: QueueMessage) -> None:
user_manager = UserManager()
user = user_manager.get_admin_user()
- # Extract filter_tags from protobuf Struct
- filter_tags = None
- if message.HasField('filter_tags') and message.filter_tags:
- filter_tags = dict(message.filter_tags)
-
# Extract use_cache
use_cache = message.use_cache if message.HasField('use_cache') else True
@@ -241,6 +259,8 @@ def _process_message(self, message: QueueMessage) -> None:
use_cache=use_cache,
occurred_at=occurred_at, # Optional timestamp for episodic memory
)
+
+ success = True
# Log successful processing
logger.debug(
@@ -256,6 +276,20 @@ def _process_message(self, message: QueueMessage) -> None:
e,
exc_info=True
)
+ error_message = str(e)
+ success = False
+ finally:
+ if trace_manager and trace_id:
+ counts = trace_manager.aggregate_memory_update_counts(trace_id)
+ trace_manager.mark_completed(
+ trace_id,
+ success=success,
+ error_message=error_message,
+ memory_update_counts=counts,
+ actor=actor if 'actor' in locals() else None,
+ )
+ if trace_token:
+ reset_queue_trace_id(trace_token)
def _consume_messages(self) -> None:
"""
diff --git a/mirix/schemas/agent.py b/mirix/schemas/agent.py
index a9f7c44d..34a1ad26 100755
--- a/mirix/schemas/agent.py
+++ b/mirix/schemas/agent.py
@@ -30,7 +30,7 @@ class AgentType(str, Enum):
episodic_memory_agent = "episodic_memory_agent"
procedural_memory_agent = "procedural_memory_agent"
resource_memory_agent = "resource_memory_agent"
- knowledge_vault_memory_agent = "knowledge_vault_memory_agent"
+ knowledge_memory_agent = "knowledge_memory_agent"
meta_memory_agent = "meta_memory_agent"
semantic_memory_agent = "semantic_memory_agent"
core_memory_agent = "core_memory_agent"
@@ -48,7 +48,7 @@ class AgentState(OrmMetadataBase, validate_assignment=True):
tools (List[str]): The tools used by the agent. This includes any memory editing functions specified in `memory`.
system (str): The system prompt used by the agent.
llm_config (LLMConfig): The LLM configuration used by the agent.
- embedding_config (EmbeddingConfig): The embedding configuration used by the agent.
+ embedding_config (Optional[EmbeddingConfig]): The embedding configuration used by the agent.
"""
@@ -78,8 +78,8 @@ class AgentState(OrmMetadataBase, validate_assignment=True):
llm_config: LLMConfig = Field(
..., description="The LLM configuration used by the agent."
)
- embedding_config: EmbeddingConfig = Field(
- ..., description="The embedding configuration used by the agent."
+ embedding_config: Optional[EmbeddingConfig] = Field(
+ None, description="The embedding configuration used by the agent."
)
# This is an object representing the in-process state of a running `Agent`
@@ -105,6 +105,10 @@ class AgentState(OrmMetadataBase, validate_assignment=True):
default_factory=list,
description="List of connected MCP server names (e.g., ['gmail-native'])",
)
+ memory_config: Optional[Dict[str, Any]] = Field(
+ default=None,
+ description="Memory configuration including decay settings (fade_after_days, expire_after_days)",
+ )
class CreateAgent(BaseModel, validate_assignment=True): #
@@ -189,6 +193,10 @@ class CreateAgent(BaseModel, validate_assignment=True): #
mcp_tools: Optional[List[str]] = Field(
None, description="List of MCP server names to connect to this agent."
)
+ memory_config: Optional[Dict[str, Any]] = Field(
+ None,
+ description="Memory configuration including decay settings (fade_after_days, expire_after_days)",
+ )
@field_validator("name")
@classmethod
@@ -264,6 +272,9 @@ class UpdateAgent(BaseModel):
embedding_config: Optional[EmbeddingConfig] = Field(
None, description="The embedding configuration used by the agent."
)
+ clear_embedding_config: bool = Field(
+ False, description="If true, clear the embedding configuration."
+ )
message_ids: Optional[List[str]] = Field(
None, description="The ids of the messages in the agent's in-context memory."
)
@@ -276,11 +287,52 @@ class UpdateAgent(BaseModel):
mcp_tools: Optional[List[str]] = Field(
None, description="List of MCP server names to connect to this agent."
)
+ memory_config: Optional[Dict[str, Any]] = Field(
+ None,
+ description="Memory configuration including decay settings (fade_after_days, expire_after_days)",
+ )
class Config:
extra = "ignore" # Ignores extra fields
+class MemoryBlockConfig(BaseModel):
+ """Configuration for a memory block."""
+
+ label: str = Field(..., description="Label for the memory block (e.g., 'human', 'persona').")
+ value: str = Field("", description="Initial value for the memory block.")
+ limit: Optional[int] = Field(None, description="Character limit for the block.")
+
+
+class MemoryDecayConfig(BaseModel):
+ """Configuration for memory decay/aging behavior."""
+
+ fade_after_days: Optional[int] = Field(
+ None,
+ description="Memories older than this many days become inactive (excluded from retrieval). Set to None to disable fading.",
+ )
+ expire_after_days: Optional[int] = Field(
+ None,
+ description="Memories older than this many days are permanently deleted. Set to None to disable expiration.",
+ )
+
+
+class MemoryConfig(BaseModel):
+ """Configuration for memory structure."""
+
+ core: List[MemoryBlockConfig] = Field(
+ default_factory=lambda: [
+ MemoryBlockConfig(label="human", value="", limit=None),
+ MemoryBlockConfig(label="persona", value="I am a helpful assistant.", limit=None),
+ ],
+ description="List of core memory blocks to create for core_memory_agent.",
+ )
+ decay: Optional[MemoryDecayConfig] = Field(
+ None,
+ description="Memory decay configuration. Controls automatic aging and cleanup of memories.",
+ )
+
+
class CreateMetaAgent(BaseModel):
"""Request schema for creating a MetaAgent."""
@@ -288,19 +340,23 @@ class CreateMetaAgent(BaseModel):
None,
description="Optional name for the MetaAgent. If None, a random name will be generated.",
)
- agents: List[Union[str, Dict[str, Any]]] = Field(
+ agents: List[str] = Field(
default_factory=lambda: [
"core_memory_agent",
"resource_memory_agent",
"semantic_memory_agent",
"episodic_memory_agent",
"procedural_memory_agent",
- "knowledge_vault_memory_agent",
+ "knowledge_memory_agent",
"meta_memory_agent",
"reflexion_agent",
"background_agent",
],
- description="List of memory agent names or dicts with agent configs. Supports both 'agent_name' strings and {'agent_name': {'blocks': [...], ...}} dicts.",
+ description="List of memory agent names to create. Each agent is specified as a string (e.g., 'episodic_memory_agent').",
+ )
+ memory: Optional[MemoryConfig] = Field(
+ None,
+ description="Memory configuration containing blocks for core_memory_agent. If not provided, default blocks are created.",
)
system_prompts: Optional[Dict[str, str]] = Field(
None,
@@ -322,9 +378,13 @@ class UpdateMetaAgent(BaseModel):
None,
description="Optional new name for the MetaAgent.",
)
- agents: Optional[List[Union[str, Dict[str, Any]]]] = Field(
+ agents: Optional[List[str]] = Field(
None,
- description="List of memory agent names or dicts with agent configs. Will be compared with existing agents to determine what to add/remove.",
+ description="List of memory agent names. Will be compared with existing agents to determine what to add/remove.",
+ )
+ memory: Optional[MemoryConfig] = Field(
+ None,
+ description="Memory configuration containing blocks for core_memory_agent. Updates the memory structure.",
)
system_prompts: Optional[Dict[str, str]] = Field(
None,
@@ -338,6 +398,10 @@ class UpdateMetaAgent(BaseModel):
None,
description="Embedding configuration for meta agent and its sub-agents.",
)
+ clear_embedding_config: bool = Field(
+ False,
+ description="If true, clear embedding configuration for meta agent and its sub-agents.",
+ )
class Config:
extra = "ignore" # Ignores extra fields
diff --git a/mirix/schemas/client.py b/mirix/schemas/client.py
index abf9c5bf..6f0fdaee 100644
--- a/mirix/schemas/client.py
+++ b/mirix/schemas/client.py
@@ -49,6 +49,12 @@ class Client(ClientBase):
password_hash: Optional[str] = Field(None, description="Hashed password for dashboard login.")
last_login: Optional[datetime] = Field(None, description="Last dashboard login time.")
+ # Credits for LLM usage (1 credit = 1 dollar)
+ credits: float = Field(
+ 100.0,
+ description="Available credits for LLM API calls. New clients start with $100. 1 credit = 1 dollar.",
+ )
+
created_at: Optional[datetime] = Field(
default_factory=get_utc_time, description="The creation date of the client."
)
@@ -74,4 +80,8 @@ class ClientUpdate(ClientBase):
organization_id: Optional[str] = Field(
None, description="The new organization id of the client."
)
+ credits: Optional[float] = Field(
+ None,
+ description="The new credits balance for the client. 1 credit = 1 dollar.",
+ )
diff --git a/mirix/schemas/embedding_config.py b/mirix/schemas/embedding_config.py
index c626595e..a9f9b20e 100755
--- a/mirix/schemas/embedding_config.py
+++ b/mirix/schemas/embedding_config.py
@@ -14,6 +14,7 @@ class EmbeddingConfig(BaseModel):
embedding_model (str): The model for the embedding.
embedding_dim (int): The dimension of the embedding.
embedding_chunk_size (int): The chunk size of the embedding.
+ api_key (str, optional): Custom API key for this specific embedding configuration.
auth_provider (str, optional): Name of registered auth provider for dynamic header injection.
azure_endpoint (:obj:`str`, optional): The Azure endpoint for the model (Azure only).
azure_version (str): The Azure version for the model (Azure only).
@@ -53,6 +54,10 @@ class EmbeddingConfig(BaseModel):
None,
description="The handle for this config, in the format provider/model-name.",
)
+ api_key: Optional[str] = Field(
+ None,
+ description="Custom API key for this specific embedding configuration",
+ )
auth_provider: Optional[str] = Field(
None,
description="Name of registered auth provider for dynamic header injection (e.g., for claims-based tickets)",
diff --git a/mirix/schemas/knowledge_vault.py b/mirix/schemas/knowledge.py
old mode 100755
new mode 100644
similarity index 80%
rename from mirix/schemas/knowledge_vault.py
rename to mirix/schemas/knowledge.py
index 70ee15ab..fbf341e6
--- a/mirix/schemas/knowledge_vault.py
+++ b/mirix/schemas/knowledge.py
@@ -9,12 +9,12 @@
from mirix.schemas.mirix_base import MirixBase
-class KnowledgeVaultItemBase(MirixBase):
+class KnowledgeItemBase(MirixBase):
"""
- Base schema for knowledge vault items containing common fields.
+ Base schema for knowledge items containing common fields.
"""
- __id_prefix__ = "kv_item"
+ __id_prefix__ = "kn_item"
entry_type: str = Field(
..., description="Category (e.g., 'credential', 'bookmark', 'api_key')"
)
@@ -25,38 +25,38 @@ class KnowledgeVaultItemBase(MirixBase):
secret_value: str = Field(..., description="The actual credential or data value")
caption: str = Field(
...,
- description="Description of the knowledge vault item (e.g. 'API key for OpenAI Service')",
+ description="Description of the knowledge item (e.g. 'API key for OpenAI Service')",
)
-class KnowledgeVaultItem(KnowledgeVaultItemBase):
+class KnowledgeItem(KnowledgeItemBase):
"""
- Representation of a knowledge vault item for storing credentials, bookmarks, etc.
+ Representation of a knowledge item for storing credentials, bookmarks, etc.
Additional Parameters:
- id (str): Unique ID for this knowledge vault entry.
+ id (str): Unique ID for this knowledge entry.
created_at (datetime): Creation timestamp.
updated_at (Optional[datetime]): Last update timestamp.
"""
id: Optional[str] = Field(
- None, description="Unique identifier for the knowledge vault item"
+ None, description="Unique identifier for the knowledge item"
)
agent_id: Optional[str] = Field(
- None, description="The id of the agent this knowledge vault item belongs to"
+ None, description="The id of the agent this knowledge item belongs to"
)
client_id: Optional[str] = Field(
None, description="The id of the client application that created this item"
)
user_id: str = Field(
- ..., description="The id of the user who generated the knowledge vault item"
+ ..., description="The id of the user who generated the knowledge item"
)
created_at: datetime = Field(
default_factory=get_utc_time,
- description="The creation date of the knowledge vault item",
+ description="The creation date of the knowledge item",
)
updated_at: Optional[datetime] = Field(
- None, description="The last update date of the knowledge vault item"
+ None, description="The last update date of the knowledge item"
)
last_modify: Dict[str, Any] = Field(
default_factory=lambda: {
@@ -121,26 +121,26 @@ def pad_embeddings(cls, embedding: List[float]) -> List[float]:
return embedding
-class KnowledgeVaultItemCreate(KnowledgeVaultItemBase):
+class KnowledgeItemCreate(KnowledgeItemBase):
"""
- Schema for creating a new knowledge vault item.
+ Schema for creating a new knowledge item.
- Inherits all required fields from KnowledgeVaultItemBase.
+ Inherits all required fields from KnowledgeItemBase.
"""
pass
-class KnowledgeVaultItemUpdate(MirixBase):
+class KnowledgeItemUpdate(MirixBase):
"""
- Schema for updating an existing knowledge vault item.
+ Schema for updating an existing knowledge item.
All fields (except id) are optional so that only provided fields are updated.
"""
- id: str = Field(..., description="Unique ID for this knowledge vault entry")
+ id: str = Field(..., description="Unique ID for this knowledge entry")
agent_id: Optional[str] = Field(
- None, description="The id of the agent this knowledge vault item belongs to"
+ None, description="The id of the agent this knowledge item belongs to"
)
entry_type: Optional[str] = Field(
None, description="Category (e.g., 'credential', 'bookmark', 'api_key')"
@@ -176,9 +176,9 @@ class KnowledgeVaultItemUpdate(MirixBase):
None, description="Custom filter tags for filtering and categorization"
)
-class KnowledgeVaultItemResponse(KnowledgeVaultItem):
+class KnowledgeItemResponse(KnowledgeItem):
"""
- Response schema for knowledge vault items with additional fields that might be needed by the API.
+ Response schema for knowledge items with additional fields that might be needed by the API.
"""
pass
diff --git a/mirix/schemas/llm_config.py b/mirix/schemas/llm_config.py
index 9471da84..4e11003f 100755
--- a/mirix/schemas/llm_config.py
+++ b/mirix/schemas/llm_config.py
@@ -114,10 +114,10 @@ class LLMConfig(BaseModel):
@model_validator(mode="before")
@classmethod
def set_default_enable_reasoner(cls, values):
- if any(
- openai_reasoner_model in values.get("model", "")
- for openai_reasoner_model in ["o3-mini", "o1"]
- ):
+ # Auto-enable reasoning for known reasoning models (o-series and gpt-5)
+ model = values.get("model", "")
+ reasoning_model_prefixes = ["o1", "o3", "o4", "gpt-5"]
+ if any(model.startswith(prefix) for prefix in reasoning_model_prefixes):
values["enable_reasoner"] = True
return values
diff --git a/mirix/schemas/memory_agent_tool_call.py b/mirix/schemas/memory_agent_tool_call.py
new file mode 100644
index 00000000..56b3deae
--- /dev/null
+++ b/mirix/schemas/memory_agent_tool_call.py
@@ -0,0 +1,38 @@
+from datetime import datetime
+from typing import Dict, Optional
+
+from pydantic import Field
+
+from mirix.schemas.mirix_base import MirixBase
+
+
+class MemoryAgentToolCallBase(MirixBase):
+ __id_prefix__ = "mtc"
+
+
+class MemoryAgentToolCall(MemoryAgentToolCallBase):
+ id: str = Field(..., description="Tool call trace ID")
+ agent_trace_id: str = Field(..., description="Associated agent trace ID")
+
+ tool_call_id: Optional[str] = Field(
+ None, description="LLM tool_call_id (if provided)"
+ )
+ function_name: str = Field(..., description="Executed function/tool name")
+ function_args: Optional[Dict] = Field(
+ None, description="Arguments passed to the tool"
+ )
+
+ status: str = Field(..., description="running|completed|failed")
+ started_at: datetime = Field(..., description="When tool execution started")
+ completed_at: Optional[datetime] = Field(
+ None, description="When tool execution completed"
+ )
+ success: Optional[bool] = Field(
+ None, description="Whether the tool execution succeeded"
+ )
+ response_text: Optional[str] = Field(
+ None, description="Returned response text from the tool"
+ )
+ error_message: Optional[str] = Field(
+ None, description="Error message if tool execution failed"
+ )
diff --git a/mirix/schemas/memory_agent_trace.py b/mirix/schemas/memory_agent_trace.py
new file mode 100644
index 00000000..97f3ece4
--- /dev/null
+++ b/mirix/schemas/memory_agent_trace.py
@@ -0,0 +1,58 @@
+from datetime import datetime
+from typing import Dict, List, Optional
+
+from pydantic import Field
+
+from mirix.schemas.mirix_base import MirixBase
+
+
+class MemoryAgentTraceBase(MirixBase):
+ __id_prefix__ = "mat"
+
+
+class AgentAssistantMessage(MirixBase):
+ timestamp: str = Field(..., description="ISO timestamp for the assistant output")
+ content: Optional[str] = Field(None, description="Assistant message content")
+ reasoning_content: Optional[str] = Field(
+ None, description="Model reasoning content if available"
+ )
+ tool_calls: List[str] = Field(
+ default_factory=list, description="Tool call names in this step"
+ )
+
+
+class MemoryAgentTrace(MemoryAgentTraceBase):
+ id: str = Field(..., description="Agent trace ID")
+
+ queue_trace_id: Optional[str] = Field(
+ None, description="Parent queue trace ID"
+ )
+ parent_trace_id: Optional[str] = Field(
+ None, description="Parent agent trace ID (meta agent)"
+ )
+
+ agent_id: Optional[str] = Field(None, description="Agent ID")
+ agent_type: Optional[str] = Field(None, description="Agent type string")
+ agent_name: Optional[str] = Field(None, description="Agent name")
+
+ status: str = Field(..., description="running|completed|failed")
+ started_at: datetime = Field(..., description="When agent run started")
+ completed_at: Optional[datetime] = Field(
+ None, description="When agent run completed"
+ )
+ success: Optional[bool] = Field(
+ None, description="Whether agent run succeeded"
+ )
+ error_message: Optional[str] = Field(
+ None, description="Error message if agent run failed"
+ )
+
+ assistant_messages: Optional[List[AgentAssistantMessage]] = Field(
+ None, description="Assistant outputs captured during the run"
+ )
+ triggered_memory_types: Optional[List[str]] = Field(
+ None, description="Memory managers triggered by this agent run"
+ )
+ memory_update_counts: Optional[Dict[str, Dict[str, int]]] = Field(
+ None, description="Memory update counts per type and operation"
+ )
diff --git a/mirix/schemas/memory_queue_trace.py b/mirix/schemas/memory_queue_trace.py
new file mode 100644
index 00000000..ae88eb75
--- /dev/null
+++ b/mirix/schemas/memory_queue_trace.py
@@ -0,0 +1,54 @@
+from datetime import datetime
+from typing import Dict, List, Optional
+
+from pydantic import Field
+
+from mirix.schemas.mirix_base import MirixBase
+
+
+class MemoryQueueTraceBase(MirixBase):
+ __id_prefix__ = "mqt"
+
+
+class MemoryQueueTrace(MemoryQueueTraceBase):
+ id: str = Field(..., description="Queue trace ID")
+
+ organization_id: Optional[str] = Field(
+ None, description="Organization that owns this trace"
+ )
+ client_id: Optional[str] = Field(
+ None, description="Client that initiated the request"
+ )
+ user_id: Optional[str] = Field(
+ None, description="End-user associated with the request"
+ )
+ agent_id: Optional[str] = Field(
+ None, description="Agent that received the queued request"
+ )
+
+ status: str = Field(..., description="queued|processing|completed|failed")
+ queued_at: datetime = Field(..., description="When the request was queued")
+ started_at: Optional[datetime] = Field(
+ None, description="When processing started"
+ )
+ completed_at: Optional[datetime] = Field(
+ None, description="When processing completed"
+ )
+
+ message_count: int = Field(0, description="Number of input messages queued")
+ success: Optional[bool] = Field(
+ None, description="Whether processing succeeded"
+ )
+ error_message: Optional[str] = Field(
+ None, description="Error message if processing failed"
+ )
+
+ meta_agent_output: Optional[str] = Field(
+ None, description="Assistant output from meta memory agent"
+ )
+ triggered_memory_types: Optional[List[str]] = Field(
+ None, description="Memory manager types triggered by the meta agent"
+ )
+ memory_update_counts: Optional[Dict[str, Dict[str, int]]] = Field(
+ None, description="Aggregated memory update counts per type and operation"
+ )
diff --git a/mirix/schemas/mirix_message.py b/mirix/schemas/mirix_message.py
index 176871c4..4117120d 100755
--- a/mirix/schemas/mirix_message.py
+++ b/mirix/schemas/mirix_message.py
@@ -358,54 +358,3 @@ class UpdateAssistantMessage(BaseModel):
]
-# --------------------------
-# Deprecated Message Schemas
-# --------------------------
-
-
-class LegacyFunctionCallMessage(MirixMessage):
- function_call: str
-
-
-class LegacyFunctionReturn(MirixMessage):
- """
- A message representing the return value of a function call (generated by Mirix executing the requested function).
-
- Args:
- function_return (str): The return value of the function
- status (Literal["success", "error"]): The status of the function call
- id (str): The ID of the message
- date (datetime): The date the message was created in ISO format
- function_call_id (str): A unique identifier for the function call that generated this message
- stdout (Optional[List(str)]): Captured stdout (e.g. prints, logs) from the function invocation
- stderr (Optional[List(str)]): Captured stderr from the function invocation
- """
-
- message_type: Literal["function_return"] = "function_return"
- function_return: str
- status: Literal["success", "error"]
- function_call_id: str
- stdout: Optional[List[str]] = None
- stderr: Optional[List[str]] = None
-
-
-class LegacyInternalMonologue(MirixMessage):
- """
- Representation of an agent's internal monologue.
-
- Args:
- internal_monologue (str): The internal monologue of the agent
- id (str): The ID of the message
- date (datetime): The date the message was created in ISO format
- """
-
- message_type: Literal["internal_monologue"] = "internal_monologue"
- internal_monologue: str
-
-
-LegacyMirixMessage = Union[
- LegacyInternalMonologue,
- AssistantMessage,
- LegacyFunctionCallMessage,
- LegacyFunctionReturn,
-]
diff --git a/mirix/schemas/mirix_response.py b/mirix/schemas/mirix_response.py
index b63a2ea4..5c1d5e02 100755
--- a/mirix/schemas/mirix_response.py
+++ b/mirix/schemas/mirix_response.py
@@ -49,10 +49,8 @@ def __str__(self):
def _repr_html_(self):
def get_formatted_content(msg):
- if msg.message_type == "internal_monologue":
- return f'
{html.escape(msg.internal_monologue)}
'
if msg.message_type == "reasoning_message":
- return f'
{html.escape(msg.reasoning)}
'
+ return f'
{html.escape(msg.reasoning)}
'
elif msg.message_type == "function_call":
args = format_json(msg.function_call.arguments)
return f'
{html.escape(msg.function_call.name)}({args})
'
diff --git a/mirix/schemas/openai/chat_completion_response.py b/mirix/schemas/openai/chat_completion_response.py
index 05ad14fe..a11c5ea8 100755
--- a/mirix/schemas/openai/chat_completion_response.py
+++ b/mirix/schemas/openai/chat_completion_response.py
@@ -39,6 +39,10 @@ class Message(BaseModel):
tool_calls: Optional[List[ToolCall]] = None
role: str
function_call: Optional[FunctionCall] = None # Deprecated
+ # Reasoning/thinking content from models with native reasoning capabilities
+ reasoning_content: Optional[str] = None
+ reasoning_content_signature: Optional[str] = None
+ redacted_reasoning_content: Optional[str] = None
class Choice(BaseModel):
@@ -49,12 +53,51 @@ class Choice(BaseModel):
seed: Optional[int] = None # found in TogetherAI
+class PromptTokensDetails(BaseModel):
+ """Details about prompt token usage, including cached tokens."""
+
+ cached_tokens: int = 0
+ audio_tokens: int = 0
+ text_tokens: int = 0
+ image_tokens: int = 0
+
+
+class CompletionTokensDetails(BaseModel):
+ """Details about completion token usage."""
+
+ reasoning_tokens: int = 0
+ audio_tokens: int = 0
+ accepted_prediction_tokens: int = 0
+ rejected_prediction_tokens: int = 0
+
+
class UsageStatistics(BaseModel):
completion_tokens: int = 0
prompt_tokens: int = 0
total_tokens: int = 0
last_prompt_tokens: int = 0
last_completion_tokens: int = 0
+ # Detailed token breakdown (OpenAI API format)
+ prompt_tokens_details: Optional[PromptTokensDetails] = None
+ completion_tokens_details: Optional[CompletionTokensDetails] = None
+ # Additional fields from some providers
+ num_sources_used: int = 0
+
+ @property
+ def cached_tokens(self) -> int:
+ """Get the number of cached input tokens."""
+
+ if self.prompt_tokens_details:
+ return self.prompt_tokens_details.cached_tokens
+ return 0
+
+ @property
+ def reasoning_tokens(self) -> int:
+ """Get the number of reasoning tokens (for reasoning models like o1, grok-reasoning)."""
+
+ if self.completion_tokens_details:
+ return self.completion_tokens_details.reasoning_tokens
+ return 0
def __add__(self, other: "UsageStatistics") -> "UsageStatistics":
return UsageStatistics(
@@ -122,6 +165,8 @@ class MessageDelta(BaseModel):
tool_calls: Optional[List[ToolCallDelta]] = None
# role: Optional[str] = None
function_call: Optional[FunctionCallDelta] = None # Deprecated
+ # Reasoning/thinking content from models with native reasoning capabilities
+ reasoning_content: Optional[str] = None
class ChunkChoice(BaseModel):
diff --git a/mirix/schemas/providers.py b/mirix/schemas/providers.py
index 00e87d19..28b30945 100755
--- a/mirix/schemas/providers.py
+++ b/mirix/schemas/providers.py
@@ -1,26 +1,28 @@
+"""
+Provider schemas for storing API keys.
+
+Supported providers:
+- openai: OpenAI API
+- anthropic: Anthropic Claude API
+- google_ai: Google AI (Gemini) API
+- azure_openai: Azure OpenAI API
+"""
+
from datetime import datetime
-from typing import List, Optional
+from typing import Optional
-from pydantic import Field, model_validator
+from pydantic import Field
-from mirix.constants import LLM_MAX_TOKENS, MIN_CONTEXT_WINDOW
-from mirix.llm_api.azure_openai import (
- get_azure_chat_completions_endpoint,
- get_azure_embeddings_endpoint,
-)
-from mirix.llm_api.azure_openai_constants import AZURE_MODEL_TO_CONTEXT_LENGTH
-from mirix.log import get_logger
-from mirix.schemas.embedding_config import EmbeddingConfig
-from mirix.schemas.llm_config import LLMConfig
from mirix.schemas.mirix_base import MirixBase
-logger = get_logger(__name__)
-
class ProviderBase(MirixBase):
__id_prefix__ = "provider"
+
class Provider(ProviderBase):
+ """Provider class for storing API keys."""
+
id: Optional[str] = Field(
None,
description="The id of the provider, lazily created by the database manager.",
@@ -40,756 +42,16 @@ def resolve_identifier(self):
if not self.id:
self.id = ProviderBase._generate_id(prefix=ProviderBase.__id_prefix__)
- def list_llm_models(self) -> List[LLMConfig]:
- return []
-
- def list_embedding_models(self) -> List[EmbeddingConfig]:
- return []
-
- def get_model_context_window(self, model_name: str) -> Optional[int]:
- raise NotImplementedError
-
- def provider_tag(self) -> str:
- """String representation of the provider for display purposes"""
- raise NotImplementedError
-
- def get_handle(self, model_name: str) -> str:
- return f"{self.name}/{model_name}"
class ProviderCreate(ProviderBase):
+ """Schema for creating a new provider."""
+
name: str = Field(..., description="The name of the provider.")
api_key: str = Field(..., description="API key used for requests to the provider.")
+
class ProviderUpdate(ProviderBase):
+ """Schema for updating an existing provider."""
+
id: str = Field(..., description="The id of the provider to update.")
api_key: str = Field(..., description="API key used for requests to the provider.")
-
-class MirixProvider(Provider):
- name: str = "mirix"
-
- def list_llm_models(self) -> List[LLMConfig]:
- return []
-
- def list_embedding_models(self):
- return []
-
-class OpenAIProvider(Provider):
- name: str = "openai"
- api_key: str = Field(..., description="API key for the OpenAI API.")
- base_url: str = Field(..., description="Base URL for the OpenAI API.")
-
- def list_llm_models(self) -> List[LLMConfig]:
- from mirix.llm_api.openai import openai_get_model_list
-
- # Some hardcoded support for OpenRouter (so that we only get models with tool calling support)...
- # See: https://openrouter.ai/docs/requests
- extra_params = (
- {"supported_parameters": "tools"}
- if "openrouter.ai" in self.base_url
- else None
- )
- response = openai_get_model_list(
- self.base_url, api_key=self.api_key, extra_params=extra_params
- )
-
- # TogetherAI's response is missing the 'data' field
- # assert "data" in response, f"OpenAI model query response missing 'data' field: {response}"
- if "data" in response:
- data = response["data"]
- else:
- data = response
-
- configs = []
- for model in data:
- assert "id" in model, f"OpenAI model missing 'id' field: {model}"
- model_name = model["id"]
-
- if "context_length" in model:
- # Context length is returned in OpenRouter as "context_length"
- context_window_size = model["context_length"]
- else:
- context_window_size = self.get_model_context_window_size(model_name)
-
- if not context_window_size:
- continue
-
- # TogetherAI includes the type, which we can use to filter out embedding models
- if self.base_url == "https://api.together.ai/v1":
- if "type" in model and model["type"] != "chat":
- continue
-
- # for TogetherAI, we need to skip the models that don't support JSON mode / function calling
- # requests.exceptions.HTTPError: HTTP error occurred: 400 Client Error: Bad Request for url: https://api.together.ai/v1/chat/completions | Status code: 400, Message: {
- # "error": {
- # "message": "mistralai/Mixtral-8x7B-v0.1 is not supported for JSON mode/function calling",
- # "type": "invalid_request_error",
- # "param": null,
- # "code": "constraints_model"
- # }
- # }
- if "config" not in model:
- continue
- if "chat_template" not in model["config"]:
- continue
- if model["config"]["chat_template"] is None:
- continue
- if "tools" not in model["config"]["chat_template"]:
- continue
- # if "config" in data and "chat_template" in data["config"] and "tools" not in data["config"]["chat_template"]:
- # continue
-
- configs.append(
- LLMConfig(
- model=model_name,
- model_endpoint_type="openai",
- model_endpoint=self.base_url,
- context_window=context_window_size,
- handle=self.get_handle(model_name),
- )
- )
-
- # for OpenAI, sort in reverse order
- if self.base_url == "https://api.openai.com/v1":
- # alphnumeric sort
- configs.sort(key=lambda x: x.model, reverse=True)
-
- return configs
-
- def list_embedding_models(self) -> List[EmbeddingConfig]:
- # TODO: actually automatically list models
- return [
- EmbeddingConfig(
- embedding_model="text-embedding-3-small",
- embedding_endpoint_type="openai",
- embedding_endpoint="https://api.openai.com/v1",
- embedding_dim=1536,
- embedding_chunk_size=300,
- handle=self.get_handle("text-embedding-3-small"),
- ),
- EmbeddingConfig(
- embedding_model="text-embedding-3-small",
- embedding_endpoint_type="openai",
- embedding_endpoint="https://api.openai.com/v1",
- embedding_dim=2000,
- embedding_chunk_size=300,
- handle=self.get_handle("text-embedding-3-small"),
- ),
- EmbeddingConfig(
- embedding_model="text-embedding-3-large",
- embedding_endpoint_type="openai",
- embedding_endpoint="https://api.openai.com/v1",
- embedding_dim=2000,
- embedding_chunk_size=300,
- handle=self.get_handle("text-embedding-3-large"),
- ),
- ]
-
- def get_model_context_window_size(self, model_name: str):
- if model_name in LLM_MAX_TOKENS:
- return LLM_MAX_TOKENS[model_name]
- else:
- return None
-
-class AnthropicProvider(Provider):
- name: str = "anthropic"
- api_key: str = Field(..., description="API key for the Anthropic API.")
- base_url: str = "https://api.anthropic.com/v1"
-
- def list_llm_models(self) -> List[LLMConfig]:
- from mirix.llm_api.anthropic import anthropic_get_model_list
-
- models = anthropic_get_model_list(self.base_url, api_key=self.api_key)
-
- configs = []
- for model in models:
- configs.append(
- LLMConfig(
- model=model["name"],
- model_endpoint_type="anthropic",
- model_endpoint=self.base_url,
- context_window=model["context_window"],
- handle=self.get_handle(model["name"]),
- )
- )
- return configs
-
- def list_embedding_models(self) -> List[EmbeddingConfig]:
- return []
-
-class MistralProvider(Provider):
- name: str = "mistral"
- api_key: str = Field(..., description="API key for the Mistral API.")
- base_url: str = "https://api.mistral.ai/v1"
-
- def list_llm_models(self) -> List[LLMConfig]:
- from mirix.llm_api.mistral import mistral_get_model_list
-
- # Some hardcoded support for OpenRouter (so that we only get models with tool calling support)...
- # See: https://openrouter.ai/docs/requests
- response = mistral_get_model_list(self.base_url, api_key=self.api_key)
-
- assert "data" in response, (
- f"Mistral model query response missing 'data' field: {response}"
- )
-
- configs = []
- for model in response["data"]:
- # If model has chat completions and function calling enabled
- if (
- model["capabilities"]["completion_chat"]
- and model["capabilities"]["function_calling"]
- ):
- configs.append(
- LLMConfig(
- model=model["id"],
- model_endpoint_type="openai",
- model_endpoint=self.base_url,
- context_window=model["max_context_length"],
- handle=self.get_handle(model["id"]),
- )
- )
-
- return configs
-
- def list_embedding_models(self) -> List[EmbeddingConfig]:
- # Not supported for mistral
- return []
-
- def get_model_context_window(self, model_name: str) -> Optional[int]:
- # Redoing this is fine because it's a pretty lightweight call
- models = self.list_llm_models()
-
- for m in models:
- if model_name in m["id"]:
- return int(m["max_context_length"])
-
- return None
-
-class OllamaProvider(OpenAIProvider):
- """Ollama provider that uses the native /api/generate endpoint
-
- See: https://github.com/ollama/ollama/blob/main/docs/api.md#generate-a-completion
- """
-
- name: str = "ollama"
- base_url: str = Field(..., description="Base URL for the Ollama API.")
- api_key: Optional[str] = Field(
- None, description="API key for the Ollama API (default: `None`)."
- )
-
- def list_llm_models(self) -> List[LLMConfig]:
- # https://github.com/ollama/ollama/blob/main/docs/api.md#list-local-models
- import requests
-
- response = requests.get(f"{self.base_url}/api/tags")
- if response.status_code != 200:
- raise Exception(f"Failed to list Ollama models: {response.text}")
- response_json = response.json()
-
- configs = []
- for model in response_json["models"]:
- context_window = self.get_model_context_window(model["name"])
- if context_window is None:
- logger.debug("Ollama model %s has no context window", model['name'])
- continue
- configs.append(
- LLMConfig(
- model=model["name"],
- model_endpoint_type="ollama",
- model_endpoint=self.base_url,
- model_wrapper=self.default_prompt_formatter,
- context_window=context_window,
- handle=self.get_handle(model["name"]),
- )
- )
- return configs
-
- def get_model_context_window(self, model_name: str) -> Optional[int]:
- import requests
-
- response = requests.post(
- f"{self.base_url}/api/show", json={"name": model_name, "verbose": True}
- )
- response_json = response.json()
-
- ## thank you vLLM: https://github.com/vllm-project/vllm/blob/main/vllm/config.py#L1675
- # possible_keys = [
- # # OPT
- # "max_position_embeddings",
- # # GPT-2
- # "n_positions",
- # # MPT
- # "max_seq_len",
- # # ChatGLM2
- # "seq_length",
- # # Command-R
- # "model_max_length",
- # # Others
- # "max_sequence_length",
- # "max_seq_length",
- # "seq_len",
- # ]
- # max_position_embeddings
- # parse model cards: nous, dolphon, llama
- if "model_info" not in response_json:
- if "error" in response_json:
- logger.error(
- f"Ollama fetch model info error for {model_name}: {response_json['error']}"
- )
- return None
- for key, value in response_json["model_info"].items():
- if "context_length" in key:
- return value
- return None
-
- def get_model_embedding_dim(self, model_name: str):
- import requests
-
- response = requests.post(
- f"{self.base_url}/api/show", json={"name": model_name, "verbose": True}
- )
- response_json = response.json()
- if "model_info" not in response_json:
- if "error" in response_json:
- logger.error(
- f"Ollama fetch model info error for {model_name}: {response_json['error']}"
- )
- return None
- for key, value in response_json["model_info"].items():
- if "embedding_length" in key:
- return value
- return None
-
- def list_embedding_models(self) -> List[EmbeddingConfig]:
- # https://github.com/ollama/ollama/blob/main/docs/api.md#list-local-models
- import requests
-
- response = requests.get(f"{self.base_url}/api/tags")
- if response.status_code != 200:
- raise Exception(f"Failed to list Ollama models: {response.text}")
- response_json = response.json()
-
- configs = []
- for model in response_json["models"]:
- embedding_dim = self.get_model_embedding_dim(model["name"])
- if not embedding_dim:
- logger.debug("Ollama model %s has no embedding dimension", model['name'])
- continue
- configs.append(
- EmbeddingConfig(
- embedding_model=model["name"],
- embedding_endpoint_type="ollama",
- embedding_endpoint=self.base_url,
- embedding_dim=embedding_dim,
- embedding_chunk_size=300,
- handle=self.get_handle(model["name"]),
- )
- )
- return configs
-
-class GroqProvider(OpenAIProvider):
- name: str = "groq"
- base_url: str = "https://api.groq.com/openai/v1"
- api_key: str = Field(..., description="API key for the Groq API.")
-
- def list_llm_models(self) -> List[LLMConfig]:
- from mirix.llm_api.openai import openai_get_model_list
-
- response = openai_get_model_list(self.base_url, api_key=self.api_key)
- configs = []
- for model in response["data"]:
- if "context_window" not in model:
- continue
- configs.append(
- LLMConfig(
- model=model["id"],
- model_endpoint_type="groq",
- model_endpoint=self.base_url,
- context_window=model["context_window"],
- handle=self.get_handle(model["id"]),
- )
- )
- return configs
-
- def list_embedding_models(self) -> List[EmbeddingConfig]:
- return []
-
- def get_model_context_window_size(self, model_name: str):
- raise NotImplementedError
-
-class TogetherProvider(OpenAIProvider):
- """TogetherAI provider that uses the /completions API
-
- TogetherAI can also be used via the /chat/completions API
- by settings OPENAI_API_KEY and OPENAI_API_BASE to the TogetherAI API key
- and API URL, however /completions is preferred because their /chat/completions
- function calling support is limited.
- """
-
- name: str = "together"
- base_url: str = "https://api.together.ai/v1"
- api_key: str = Field(..., description="API key for the TogetherAI API.")
- default_prompt_formatter: str = Field(
- ...,
- description="Default prompt formatter (aka model wrapper) to use on vLLM /completions API.",
- )
-
- def list_llm_models(self) -> List[LLMConfig]:
- from mirix.llm_api.openai import openai_get_model_list
-
- response = openai_get_model_list(self.base_url, api_key=self.api_key)
-
- # TogetherAI's response is missing the 'data' field
- # assert "data" in response, f"OpenAI model query response missing 'data' field: {response}"
- if "data" in response:
- data = response["data"]
- else:
- data = response
-
- configs = []
- for model in data:
- assert "id" in model, f"TogetherAI model missing 'id' field: {model}"
- model_name = model["id"]
-
- if "context_length" in model:
- # Context length is returned in OpenRouter as "context_length"
- context_window_size = model["context_length"]
- else:
- context_window_size = self.get_model_context_window_size(model_name)
-
- # We need the context length for embeddings too
- if not context_window_size:
- continue
-
- # Skip models that are too small for Mirix
- if context_window_size <= MIN_CONTEXT_WINDOW:
- continue
-
- # TogetherAI includes the type, which we can use to filter for embedding models
- if "type" in model and model["type"] not in ["chat", "language"]:
- continue
-
- configs.append(
- LLMConfig(
- model=model_name,
- model_endpoint_type="together",
- model_endpoint=self.base_url,
- model_wrapper=self.default_prompt_formatter,
- context_window=context_window_size,
- handle=self.get_handle(model_name),
- )
- )
-
- return configs
-
- def list_embedding_models(self) -> List[EmbeddingConfig]:
- # TODO renable once we figure out how to pass API keys through properly
- return []
-
- # from mirix.llm_api.openai import openai_get_model_list
-
- # response = openai_get_model_list(self.base_url, api_key=self.api_key)
-
- # # TogetherAI's response is missing the 'data' field
- # # assert "data" in response, f"OpenAI model query response missing 'data' field: {response}"
- # if "data" in response:
- # data = response["data"]
- # else:
- # data = response
-
- # configs = []
- # for model in data:
- # assert "id" in model, f"TogetherAI model missing 'id' field: {model}"
- # model_name = model["id"]
-
- # if "context_length" in model:
- # # Context length is returned in OpenRouter as "context_length"
- # context_window_size = model["context_length"]
- # else:
- # context_window_size = self.get_model_context_window_size(model_name)
-
- # if not context_window_size:
- # continue
-
- # # TogetherAI includes the type, which we can use to filter out embedding models
- # if "type" in model and model["type"] not in ["embedding"]:
- # continue
-
- # configs.append(
- # EmbeddingConfig(
- # embedding_model=model_name,
- # embedding_endpoint_type="openai",
- # embedding_endpoint=self.base_url,
- # embedding_dim=context_window_size,
- # embedding_chunk_size=300, # TODO: change?
- # )
- # )
-
- # return configs
-
-class GoogleAIProvider(Provider):
- # gemini
- name: str = "google_ai"
- api_key: str = Field(..., description="API key for the Google AI API.")
- base_url: str = "https://generativelanguage.googleapis.com"
-
- def list_llm_models(self):
- from mirix.llm_api.google_ai import google_ai_get_model_list
-
- model_options = google_ai_get_model_list(
- base_url=self.base_url, api_key=self.api_key
- )
- # filter by 'generateContent' models
- model_options = [
- mo
- for mo in model_options
- if "generateContent" in mo["supportedGenerationMethods"]
- ]
- model_options = [str(m["name"]) for m in model_options]
-
- # filter by model names
- model_options = [
- mo[len("models/") :] if mo.startswith("models/") else mo
- for mo in model_options
- ]
-
- # TODO remove manual filtering for gemini-pro
- # Add support for all gemini models
- model_options = [mo for mo in model_options if str(mo).startswith("gemini-")]
-
- configs = []
- for model in model_options:
- configs.append(
- LLMConfig(
- model=model,
- model_endpoint_type="google_ai",
- model_endpoint=self.base_url,
- context_window=self.get_model_context_window(model),
- handle=self.get_handle(model),
- )
- )
- return configs
-
- def list_embedding_models(self):
- from mirix.llm_api.google_ai import google_ai_get_model_list
-
- # TODO: use base_url instead
- model_options = google_ai_get_model_list(
- base_url=self.base_url, api_key=self.api_key
- )
- # filter by 'generateContent' models
- model_options = [
- mo
- for mo in model_options
- if "embedContent" in mo["supportedGenerationMethods"]
- ]
- model_options = [str(m["name"]) for m in model_options]
- model_options = [
- mo[len("models/") :] if mo.startswith("models/") else mo
- for mo in model_options
- ]
-
- configs = []
- for model in model_options:
- configs.append(
- EmbeddingConfig(
- embedding_model=model,
- embedding_endpoint_type="google_ai",
- embedding_endpoint=self.base_url,
- embedding_dim=768,
- embedding_chunk_size=300, # NOTE: max is 2048
- handle=self.get_handle(model),
- )
- )
- return configs
-
- def get_model_context_window(self, model_name: str) -> Optional[int]:
- from mirix.llm_api.google_ai import google_ai_get_model_context_window
-
- return google_ai_get_model_context_window(
- self.base_url, self.api_key, model_name
- )
-
-class AzureProvider(Provider):
- name: str = "azure"
- latest_api_version: str = "2024-09-01-preview" # https://learn.microsoft.com/en-us/azure/ai-services/openai/api-version-deprecation
- base_url: str = Field(
- ...,
- description="Base URL for the Azure API endpoint. This should be specific to your org, e.g. `https://mirix.openai.azure.com`.",
- )
- api_key: str = Field(..., description="API key for the Azure API.")
- api_version: str = Field(
- latest_api_version, description="API version for the Azure API"
- )
-
- @model_validator(mode="before")
- def set_default_api_version(cls, values):
- """
- This ensures that api_version is always set to the default if None is passed in.
- """
- if values.get("api_version") is None:
- values["api_version"] = cls.model_fields["latest_api_version"].default
- return values
-
- def list_llm_models(self) -> List[LLMConfig]:
- from mirix.llm_api.azure_openai import (
- azure_openai_get_chat_completion_model_list,
- )
-
- model_options = azure_openai_get_chat_completion_model_list(
- self.base_url, api_key=self.api_key, api_version=self.api_version
- )
- configs = []
- for model_option in model_options:
- model_name = model_option["id"]
- context_window_size = self.get_model_context_window(model_name)
- model_endpoint = get_azure_chat_completions_endpoint(
- self.base_url, model_name, self.api_version
- )
- configs.append(
- LLMConfig(
- model=model_name,
- model_endpoint_type="azure",
- model_endpoint=model_endpoint,
- context_window=context_window_size,
- handle=self.get_handle(model_name),
- ),
- )
- return configs
-
- def list_embedding_models(self) -> List[EmbeddingConfig]:
- from mirix.llm_api.azure_openai import azure_openai_get_embeddings_model_list
-
- model_options = azure_openai_get_embeddings_model_list(
- self.base_url,
- api_key=self.api_key,
- api_version=self.api_version,
- require_embedding_in_name=True,
- )
- configs = []
- for model_option in model_options:
- model_name = model_option["id"]
- model_endpoint = get_azure_embeddings_endpoint(
- self.base_url, model_name, self.api_version
- )
- configs.append(
- EmbeddingConfig(
- embedding_model=model_name,
- embedding_endpoint_type="azure",
- embedding_endpoint=model_endpoint,
- embedding_dim=768,
- embedding_chunk_size=300, # NOTE: max is 2048
- handle=self.get_handle(model_name),
- )
- )
- return configs
-
- def get_model_context_window(self, model_name: str) -> Optional[int]:
- """
- This is hardcoded for now, since there is no API endpoints to retrieve metadata for a model.
- """
- return AZURE_MODEL_TO_CONTEXT_LENGTH.get(model_name, 4096)
-
-class VLLMChatCompletionsProvider(Provider):
- """vLLM provider that treats vLLM as an OpenAI /chat/completions proxy"""
-
- # NOTE: vLLM only serves one model at a time (so could configure that through env variables)
- name: str = "vllm"
- base_url: str = Field(..., description="Base URL for the vLLM API.")
-
- def list_llm_models(self) -> List[LLMConfig]:
- # not supported with vLLM
- from mirix.llm_api.openai import openai_get_model_list
-
- assert self.base_url, "base_url is required for vLLM provider"
- response = openai_get_model_list(self.base_url, api_key=None)
-
- configs = []
- for model in response["data"]:
- configs.append(
- LLMConfig(
- model=model["id"],
- model_endpoint_type="openai",
- model_endpoint=self.base_url,
- context_window=model["max_model_len"],
- handle=self.get_handle(model["id"]),
- )
- )
- return configs
-
- def list_embedding_models(self) -> List[EmbeddingConfig]:
- # not supported with vLLM
- return []
-
-class VLLMCompletionsProvider(Provider):
- """This uses /completions API as the backend, not /chat/completions, so we need to specify a model wrapper"""
-
- # NOTE: vLLM only serves one model at a time (so could configure that through env variables)
- name: str = "vllm"
- base_url: str = Field(..., description="Base URL for the vLLM API.")
- default_prompt_formatter: str = Field(
- ...,
- description="Default prompt formatter (aka model wrapper) to use on vLLM /completions API.",
- )
-
- def list_llm_models(self) -> List[LLMConfig]:
- # not supported with vLLM
- from mirix.llm_api.openai import openai_get_model_list
-
- response = openai_get_model_list(self.base_url, api_key=None)
-
- configs = []
- for model in response["data"]:
- configs.append(
- LLMConfig(
- model=model["id"],
- model_endpoint_type="vllm",
- model_endpoint=self.base_url,
- model_wrapper=self.default_prompt_formatter,
- context_window=model["max_model_len"],
- handle=self.get_handle(model["id"]),
- )
- )
- return configs
-
- def list_embedding_models(self) -> List[EmbeddingConfig]:
- # not supported with vLLM
- return []
-
-class CohereProvider(OpenAIProvider):
- pass
-
-class AnthropicBedrockProvider(Provider):
- name: str = "bedrock"
- aws_region: str = Field(..., description="AWS region for Bedrock")
-
- def list_llm_models(self):
- from mirix.llm_api.aws_bedrock import bedrock_get_model_list
-
- models = bedrock_get_model_list(self.aws_region)
-
- configs = []
- for model_summary in models:
- model_arn = model_summary["inferenceProfileArn"]
- configs.append(
- LLMConfig(
- model=model_arn,
- model_endpoint_type=self.name,
- model_endpoint=None,
- context_window=self.get_model_context_window(model_arn),
- handle=self.get_handle(model_arn),
- )
- )
- return configs
-
- def list_embedding_models(self):
- return []
-
- def get_model_context_window(self, model_name: str) -> Optional[int]:
- # Context windows for Claude models
- from mirix.llm_api.aws_bedrock import bedrock_get_model_context_window
-
- return bedrock_get_model_context_window(model_name)
-
- def get_handle(self, model_name: str) -> str:
- return f"anthropic/{model_name}"
diff --git a/mirix/schemas/user.py b/mirix/schemas/user.py
index 1110042c..44e9ec18 100755
--- a/mirix/schemas/user.py
+++ b/mirix/schemas/user.py
@@ -28,6 +28,7 @@ class User(UserBase):
status (str): Whether the user is active or not.
client_id (str): The client this user belongs to.
created_at (datetime): The creation date of the user.
+ last_self_reflection_time (datetime): The last time self-reflection was performed.
"""
# ID is now a REQUIRED field (no default_factory) to prevent ID overwrite bugs.
@@ -57,6 +58,9 @@ class User(UserBase):
default_factory=get_utc_time, description="The update date of the user."
)
is_deleted: bool = Field(False, description="Whether this user is deleted or not.")
+ last_self_reflection_time: Optional[datetime] = Field(
+ None, description="The last time self-reflection was performed for this user."
+ )
class UserCreate(UserBase):
@@ -75,3 +79,6 @@ class UserUpdate(UserBase):
organization_id: Optional[str] = Field(
None, description="The new organization id of the user."
)
+ last_self_reflection_time: Optional[datetime] = Field(
+ None, description="The last time self-reflection was performed for this user."
+ )
diff --git a/mirix/sdk.py b/mirix/sdk.py
index 58823ac4..1d631e7f 100644
--- a/mirix/sdk.py
+++ b/mirix/sdk.py
@@ -899,28 +899,28 @@ def visualize_memories(self, user_id: Optional[str] = None) -> Dict[str, Any]:
# Get credentials memory
try:
- knowledge_vault_manager = (
- self._client.server.knowledge_vault_manager
+ knowledge_memory_manager = (
+ self._client.server.knowledge_memory_manager
)
- # Find knowledge vault agent from meta agent's children
- knowledge_vault_memory_agent = None
+ # Find knowledge agent from meta agent's children
+ knowledge_memory_agent = None
for agent in child_agents:
- if agent.agent_type == AgentType.knowledge_vault_memory_agent:
- knowledge_vault_memory_agent = agent
+ if agent.agent_type == AgentType.knowledge_memory_agent:
+ knowledge_memory_agent = agent
break
- if knowledge_vault_memory_agent:
- vault_items = knowledge_vault_manager.list_knowledge(
- actor=target_user,
- agent_state=knowledge_vault_memory_agent,
- limit=50,
- timezone_str=target_user.timezone,
- )
- else:
- vault_items = []
-
- memories["credentials"] = []
- for item in vault_items:
+ if knowledge_memory_agent:
+ knowledge_items = knowledge_memory_manager.list_knowledge(
+ actor=target_user,
+ agent_state=knowledge_memory_agent,
+ limit=50,
+ timezone_str=target_user.timezone,
+ )
+ else:
+ knowledge_items = []
+
+ memories["credentials"] = []
+ for item in knowledge_items:
memories["credentials"].append(
{
"caption": item.caption,
diff --git a/mirix/server/rest_api.py b/mirix/server/rest_api.py
index 51c960c4..695a9626 100644
--- a/mirix/server/rest_api.py
+++ b/mirix/server/rest_api.py
@@ -16,8 +16,10 @@
from fastapi.middleware.cors import CORSMiddleware
from fastapi.responses import JSONResponse
from pydantic import BaseModel, Field
+from sqlalchemy import select
from mirix.helpers.message_helpers import prepare_input_message_create
+from mirix.embeddings import embedding_model
from mirix.llm_api.llm_client import LLMClient
from mirix.log import get_logger
from mirix.schemas.agent import AgentState, AgentType, CreateAgent
@@ -35,23 +37,24 @@
from mirix.schemas.memory import ArchivalMemorySummary, Memory, RecallMemorySummary
from mirix.schemas.message import Message, MessageCreate
from mirix.schemas.mirix_response import MirixResponse
+from mirix.schemas.memory_agent_tool_call import MemoryAgentToolCall as MemoryAgentToolCallSchema
+from mirix.schemas.memory_agent_trace import MemoryAgentTrace as MemoryAgentTraceSchema
+from mirix.schemas.memory_queue_trace import MemoryQueueTrace as MemoryQueueTraceSchema
from mirix.schemas.organization import Organization
from mirix.schemas.procedural_memory import ProceduralMemoryItemUpdate
from mirix.schemas.resource_memory import ResourceMemoryItemUpdate
-from mirix.schemas.sandbox_config import (
- E2BSandboxConfig,
- LocalSandboxConfig,
- SandboxConfig,
- SandboxConfigCreate,
- SandboxConfigUpdate,
-)
+from mirix.schemas.agent import CreateMetaAgent, MemoryConfig, MemoryBlockConfig, MemoryDecayConfig, UpdateMetaAgent
from mirix.schemas.semantic_memory import SemanticMemoryItemUpdate
from mirix.schemas.tool import Tool, ToolCreate, ToolUpdate
from mirix.schemas.tool_rule import BaseToolRule
from mirix.schemas.user import User
from mirix.server.server import SyncServer
+from mirix.server.server import db_context
from mirix.settings import model_settings, settings
from mirix.utils import convert_message_to_mirix_message
+from mirix.orm.memory_agent_tool_call import MemoryAgentToolCall
+from mirix.orm.memory_agent_trace import MemoryAgentTrace
+from mirix.orm.memory_queue_trace import MemoryQueueTrace
logger = get_logger(__name__)
@@ -154,27 +157,56 @@ async def lifespan(app: FastAPI):
@app.middleware("http")
async def inject_client_org_headers(request: Request, call_next):
"""
- If a request includes X-API-Key, resolve it to client/org and inject
- X-Client-Id and X-Org-Id headers so downstream endpoints don't need to
- handle X-API-Key directly.
+ Resolve API key or JWT into client/org headers for all endpoints.
"""
+ public_paths = {
+ "/admin/auth/register",
+ "/admin/auth/login",
+ "/admin/auth/check-setup",
+ }
+
+ if request.url.path in public_paths:
+ return await call_next(request)
+
x_api_key = request.headers.get("x-api-key")
+ authorization = request.headers.get("authorization")
+ server = get_server()
+
if x_api_key:
try:
client_id, org_id = get_client_and_org(x_api_key=x_api_key)
-
- # Replace or add headers so FastAPI dependencies can read them
- headers = [
- (name, value)
- for name, value in request.scope.get("headers", [])
- if name.lower() not in {b"x-client-id", b"x-org-id"}
- ]
- headers.append((b"x-client-id", client_id.encode()))
- headers.append((b"x-org-id", org_id.encode()))
- request.scope["headers"] = headers
+ except HTTPException as exc:
+ return JSONResponse(status_code=exc.status_code, content={"detail": exc.detail})
+ elif authorization:
+ try:
+ admin_payload = get_current_admin(authorization)
except HTTPException as exc:
return JSONResponse(status_code=exc.status_code, content={"detail": exc.detail})
+ client_id = admin_payload["sub"]
+ client = server.client_manager.get_client_by_id(client_id)
+ if not client:
+ return JSONResponse(
+ status_code=404,
+ content={"detail": f"Client {client_id} not found"},
+ )
+ org_id = client.organization_id or server.organization_manager.DEFAULT_ORG_ID
+ else:
+ return JSONResponse(
+ status_code=401,
+ content={"detail": "X-API-Key or Authorization header is required for this endpoint"},
+ )
+
+ # Replace or add headers so FastAPI dependencies can read them
+ headers = [
+ (name, value)
+ for name, value in request.scope.get("headers", [])
+ if name.lower() not in {b"x-client-id", b"x-org-id"}
+ ]
+ headers.append((b"x-client-id", client_id.encode()))
+ headers.append((b"x-org-id", org_id.encode()))
+ request.scope["headers"] = headers
+
return await call_next(request)
@@ -217,6 +249,21 @@ def get_client_and_org(
return client_id, org_id
+def validate_embedding_config(embedding_config: EmbeddingConfig) -> None:
+ """
+ Validate embedding configuration with a simple test request.
+ """
+ test_sentence = "Mirix embedding model validation."
+ try:
+ embedding_model(embedding_config).get_text_embedding(test_sentence)
+ except Exception as exc:
+ logger.exception("Embedding model validation failed")
+ raise HTTPException(
+ status_code=400,
+ detail=f"Embedding model validation failed: {exc}",
+ ) from exc
+
+
def extract_topics_and_temporal_info(
messages: List[Dict[str, Any]], llm_config: LLMConfig
) -> tuple[Optional[str], Optional[str]]:
@@ -684,7 +731,7 @@ async def update_agent_system_prompt_by_name(
- "meta_memory_agent_core_memory_agent" → short name: "core"
- "meta_memory_agent_procedural_memory_agent" → short name: "procedural"
- "meta_memory_agent_resource_memory_agent" → short name: "resource"
- - "meta_memory_agent_knowledge_vault_memory_agent" → short name: "knowledge_vault"
+ - "meta_memory_agent_knowledge_memory_agent" → short name: "knowledge"
- "meta_memory_agent_reflexion_agent" → short name: "reflexion"
Args:
@@ -854,7 +901,7 @@ async def send_message_to_agent(
Note:
If user_id is not provided in the request, messages will be associated with
- the default user (DEFAULT_USER_ID).
+ the admin user.
"""
server = get_server()
client_id, org_id = get_client_and_org(x_client_id, x_org_id)
@@ -1158,8 +1205,9 @@ class CreateOrGetUserRequest(BaseModel):
@router.post("/users/create_or_get", response_model=User)
async def create_or_get_user(
request: CreateOrGetUserRequest,
+ x_org_id: Optional[str] = Header(None),
+ x_client_id: Optional[str] = Header(None),
authorization: Optional[str] = Header(None),
- http_request: Request = None,
):
"""
Create user if it doesn't exist, or get existing one.
@@ -1172,14 +1220,23 @@ async def create_or_get_user(
"""
server = get_server()
- # Accept JWT or injected headers (from API key middleware)
- client, auth_type = get_client_from_jwt_or_api_key(authorization, http_request)
+ # Try API key auth first (via middleware-injected headers), then JWT
+ if x_client_id:
+ client_id, org_id = get_client_and_org(x_client_id, x_org_id)
+ client = server.client_manager.get_client_by_id(client_id)
+ elif authorization:
+ admin_payload = get_current_admin(authorization)
+ client_id = admin_payload["sub"]
+ client = server.client_manager.get_client_by_id(client_id)
+ org_id = client.organization_id or server.organization_manager.DEFAULT_ORG_ID if client else None
+ else:
+ raise HTTPException(
+ status_code=401,
+ detail="Authentication required. Provide either X-API-Key or Authorization (Bearer JWT) header.",
+ )
+
if not client:
raise HTTPException(status_code=404, detail="Client not found")
-
- # Extract client_id and org_id from client object
- client_id = client.id
- org_id = client.organization_id or server.organization_manager.DEFAULT_ORG_ID
# Use provided user_id or generate a new one
if request.user_id:
@@ -1208,9 +1265,9 @@ async def create_or_get_user(
timezone=server.user_manager.DEFAULT_TIME_ZONE,
status="active"
),
- client_id=client_id, # Associate user with client
- )
- logger.debug("Created new user: %s for client: %s", user_id, client_id)
+ client_id=client.id, # Associate user with client
+ )
+ logger.debug("Created new user: %s for client: %s", user_id, client.id)
return user
@@ -1227,7 +1284,7 @@ async def delete_user(user_id: str):
- Semantic memories for this user
- Procedural memories for this user
- Resource memories for this user
- - Knowledge vault items for this user
+ - Knowledge items for this user
- Messages for this user
- Blocks for this user
"""
@@ -1260,7 +1317,7 @@ async def delete_user_memories(user_id: str):
- Semantic memories for this user
- Procedural memories for this user
- Resource memories for this user
- - Knowledge vault items for this user
+ - Knowledge items for this user
- Messages for this user
- Blocks for this user
@@ -1493,7 +1550,7 @@ async def delete_client_memories(client_id: str):
- Semantic memories for this client
- Procedural memories for this client
- Resource memories for this client
- - Knowledge vault items for this client
+ - Knowledge items for this client
- Messages for this client
- Blocks created by this client
@@ -1694,7 +1751,39 @@ async def initialize_meta_agent(
Initialize a meta agent with configuration.
This creates a meta memory agent that manages specialized memory agents.
+
+ The configuration supports the following structure:
+
+ ```yaml
+ llm_config:
+ model: "gpt-4o-mini"
+ ...
+
+ build_embeddings_for_memory: true
+
+ embedding_config:
+ embedding_model: "text-embedding-3-small"
+ ...
+
+ meta_agent_config:
+ agents: # List of agent names
+ - core_memory_agent
+ - semantic_memory_agent
+ - episodic_memory_agent
+ - ...
+
+ memory: # Memory structure configuration
+ core: # Core memory blocks for core_memory_agent
+ - label: "human"
+ value: ""
+ - label: "persona"
+ value: "I am a helpful assistant."
+
+ system_prompts: # Optional custom system prompts
+ episodic_memory_agent: "Custom prompt..."
+ ```
"""
+
server = get_server()
client_id, org_id = get_client_and_org(x_client_id, x_org_id)
client = server.client_manager.get_client_by_id(client_id)
@@ -1702,21 +1791,85 @@ async def initialize_meta_agent(
# Extract config components
config = request.config
+ build_embeddings_for_memory = config.get("build_embeddings_for_memory", True)
+ settings.build_embeddings_for_memory = build_embeddings_for_memory
+
+ if not config.get("llm_config"):
+ raise HTTPException(
+ status_code=400,
+ detail="llm_config is required to initialize the meta agent",
+ )
+
+ llm_config = LLMConfig(**config["llm_config"])
+
+ if build_embeddings_for_memory:
+ if not config.get("embedding_config"):
+ raise HTTPException(
+ status_code=400,
+ detail="embedding_config is required when build_embeddings_for_memory is true",
+ )
+ embedding_config = EmbeddingConfig(**config["embedding_config"])
+ validate_embedding_config(embedding_config)
+ else:
+ if config.get("embedding_config") is not None:
+ logger.warning(
+ "build_embeddings_for_memory is false; ignoring embedding_config from request"
+ )
+ embedding_config = None
+
+ clear_embedding_config = request.update_agents and (
+ embedding_config is None or not build_embeddings_for_memory
+ )
+
# Build create_params by flattening meta_agent_config
create_params = {
- "llm_config": LLMConfig(**config["llm_config"]),
- "embedding_config": EmbeddingConfig(**config["embedding_config"]),
+ "llm_config": llm_config,
+ "embedding_config": embedding_config,
}
# Flatten meta_agent_config fields into create_params
if "meta_agent_config" in config and config["meta_agent_config"]:
meta_config = config["meta_agent_config"]
- # Add fields from meta_agent_config directly
+
+ # Add agents list (now expects List[str])
if "agents" in meta_config:
create_params["agents"] = meta_config["agents"]
+
+ # Add system_prompts if provided
if "system_prompts" in meta_config:
create_params["system_prompts"] = meta_config["system_prompts"]
+ # Add memory configuration if provided
+ if "memory" in meta_config and meta_config["memory"]:
+ memory_dict = meta_config["memory"]
+ memory_config_kwargs = {}
+ if "core" in memory_dict:
+ # Convert core blocks list to MemoryBlockConfig objects
+ core_blocks = [
+ MemoryBlockConfig(
+ label=block.get("label", ""),
+ value=block.get("value", ""),
+ limit=block.get("limit")
+ )
+ for block in memory_dict["core"]
+ ]
+ memory_config_kwargs["core"] = core_blocks
+
+ # Parse decay configuration if provided
+ if "decay" in memory_dict and memory_dict["decay"]:
+ decay_dict = memory_dict["decay"]
+ memory_config_kwargs["decay"] = MemoryDecayConfig(
+ fade_after_days=decay_dict.get("fade_after_days"),
+ expire_after_days=decay_dict.get("expire_after_days"),
+ )
+ logger.debug(
+ "Memory decay config: fade_after_days=%s, expire_after_days=%s",
+ decay_dict.get("fade_after_days"),
+ decay_dict.get("expire_after_days"),
+ )
+
+ create_params["memory"] = MemoryConfig(**memory_config_kwargs)
+
# Check if meta agent already exists for this client
# list_agents now automatically filters by client (organization_id + _created_by_id)
existing_meta_agents = server.agent_manager.list_agents(actor=client, limit=1000)
@@ -1728,8 +1881,8 @@ async def initialize_meta_agent(
# Only update the meta agent if update_agents is True
if request.update_agents:
- from mirix.schemas.agent import UpdateMetaAgent
-
+ if clear_embedding_config:
+ create_params["clear_embedding_config"] = True
# DEBUG: Log what we're passing to update_meta_agent
logger.debug("[INIT META AGENT] create_params for UpdateMetaAgent: %s", create_params)
logger.debug("[INIT META AGENT] 'agents' in create_params: %s", 'agents' in create_params)
@@ -1742,9 +1895,12 @@ async def initialize_meta_agent(
meta_agent_update=UpdateMetaAgent(**create_params),
actor=client
)
+
else:
- from mirix.schemas.agent import CreateMetaAgent
- meta_agent = server.agent_manager.create_meta_agent(meta_agent_create=CreateMetaAgent(**create_params), actor=client)
+ meta_agent = server.agent_manager.create_meta_agent(
+ meta_agent_create=CreateMetaAgent(**create_params),
+ actor=client
+ )
return meta_agent
@@ -1841,7 +1997,7 @@ async def add_memory(
# Queue for async processing instead of synchronous execution
# Note: actor is Client for org-level access control
# user_id represents the actual end-user (or admin user if not provided)
- put_messages(
+ trace_id = put_messages(
actor=client,
agent_id=meta_agent.id,
input_messages=input_messages,
@@ -1861,8 +2017,373 @@ async def add_memory(
"status": "queued",
"agent_id": meta_agent.id,
"message_count": len(input_messages),
+ "trace_id": trace_id,
+ }
+
+
+class MemoryAgentTraceWithTools(BaseModel):
+ agent_trace: MemoryAgentTraceSchema
+ tool_calls: List[MemoryAgentToolCallSchema]
+
+
+class MemoryQueueTraceDetailResponse(BaseModel):
+ trace: MemoryQueueTraceSchema
+ agent_traces: List[MemoryAgentTraceWithTools]
+
+
+@router.get("/memory/queue-traces", response_model=List[MemoryQueueTraceSchema])
+async def list_memory_queue_traces(
+ user_id: Optional[str] = None,
+ status: Optional[str] = None,
+ limit: int = 50,
+ x_client_id: Optional[str] = Header(None),
+ x_org_id: Optional[str] = Header(None),
+):
+ """
+ List memory queue traces for the authenticated client.
+
+ **Requires API key or JWT authentication.**
+ """
+ client_id, _ = get_client_and_org(x_client_id, x_org_id)
+
+ with db_context() as session:
+ query = select(MemoryQueueTrace).where(MemoryQueueTrace.client_id == client_id)
+ if user_id:
+ query = query.where(MemoryQueueTrace.user_id == user_id)
+ if status:
+ query = query.where(MemoryQueueTrace.status == status)
+ query = query.order_by(MemoryQueueTrace.queued_at.desc()).limit(limit)
+ traces = session.execute(query).scalars().all()
+ return [trace.to_pydantic() for trace in traces]
+
+
+@router.get(
+ "/memory/queue-traces/{trace_id}",
+ response_model=MemoryQueueTraceDetailResponse,
+)
+async def get_memory_queue_trace(
+ trace_id: str,
+ x_client_id: Optional[str] = Header(None),
+ x_org_id: Optional[str] = Header(None),
+):
+ """
+ Get a queue trace with its agent runs and tool calls.
+
+ **Requires API key or JWT authentication.**
+ """
+ client_id, _ = get_client_and_org(x_client_id, x_org_id)
+
+ with db_context() as session:
+ trace = session.get(MemoryQueueTrace, trace_id)
+ if not trace or trace.client_id != client_id:
+ raise HTTPException(status_code=404, detail="Trace not found")
+
+ agent_traces = (
+ session.execute(
+ select(MemoryAgentTrace)
+ .where(MemoryAgentTrace.queue_trace_id == trace_id)
+ .order_by(MemoryAgentTrace.started_at.asc())
+ )
+ .scalars()
+ .all()
+ )
+
+ agent_trace_ids = [agent_trace.id for agent_trace in agent_traces]
+ tool_calls: List[MemoryAgentToolCall] = []
+ if agent_trace_ids:
+ tool_calls = (
+ session.execute(
+ select(MemoryAgentToolCall)
+ .where(MemoryAgentToolCall.agent_trace_id.in_(agent_trace_ids))
+ .order_by(MemoryAgentToolCall.started_at.asc())
+ )
+ .scalars()
+ .all()
+ )
+
+ tool_calls_by_agent: Dict[str, List[MemoryAgentToolCallSchema]] = {}
+ for tool_call in tool_calls:
+ tool_calls_by_agent.setdefault(tool_call.agent_trace_id, []).append(
+ tool_call.to_pydantic()
+ )
+
+ response_agent_traces = [
+ MemoryAgentTraceWithTools(
+ agent_trace=agent_trace.to_pydantic(),
+ tool_calls=tool_calls_by_agent.get(agent_trace.id, []),
+ )
+ for agent_trace in agent_traces
+ ]
+
+ return MemoryQueueTraceDetailResponse(
+ trace=trace.to_pydantic(),
+ agent_traces=response_agent_traces,
+ )
+
+
+class SelfReflectionRequest(BaseModel):
+ """Request model for triggering self-reflection.
+
+ If specific memory IDs are provided, only those memories will be reflected upon.
+ If no specific memories are provided, all memories updated since last_self_reflection_time
+ will be retrieved and processed.
+ """
+
+ user_id: Optional[str] = None # Optional - uses admin user if not provided
+ limit: int = 100 # Maximum number of items to retrieve per memory type (when using time-based query)
+
+ # Optional specific memory IDs for targeted self-reflection
+ # If any of these are provided, only the specified memories will be processed
+ core_ids: Optional[List[str]] = None # Block IDs for core memory
+ episodic_ids: Optional[List[str]] = None # Episodic memory event IDs
+ semantic_ids: Optional[List[str]] = None # Semantic memory item IDs
+ resource_ids: Optional[List[str]] = None # Resource memory item IDs
+ knowledge_ids: Optional[List[str]] = None # Knowledge item IDs
+ procedural_ids: Optional[List[str]] = None # Procedural memory item IDs
+
+
+# Import self-reflection service functions
+from mirix.services.self_reflection_service import (
+ retrieve_memories_by_updated_at_range,
+ retrieve_specific_memories_by_ids,
+ build_self_reflection_prompt,
+)
+
+
+@router.post("/memory/self-reflection")
+async def trigger_self_reflection(
+ request: SelfReflectionRequest,
+ x_client_id: Optional[str] = Header(None),
+ x_org_id: Optional[str] = Header(None),
+):
+ """
+ Trigger a self-reflection session for a user's memories.
+
+ This endpoint performs the following steps:
+ 1. Check the last_self_reflection_time for the user
+ 2. Retrieve all memories updated between last_self_reflection_time and current_time
+ 3. Build a comprehensive prompt with all memories (in order: core, episodic, semantic, resource, knowledge, procedural)
+ 4. Send the prompt to the reflexion_agent for processing
+ 5. Update the user's last_self_reflection_time to current_time
+
+ The reflexion agent will:
+ - Remove redundant information within each memory type
+ - Identify and remove duplicates across memory types
+ - Infer new patterns from episodic memories
+ - Find connections between different memories
+
+ Args:
+ request: SelfReflectionRequest with optional user_id and limit
+
+ Returns:
+ Status of the self-reflection session
+ """
+ import datetime as dt
+
+ server = get_server()
+ client_id, org_id = get_client_and_org(x_client_id, x_org_id)
+ client = server.client_manager.get_client_by_id(client_id)
+
+ # If user_id is not provided, use the admin user for this client
+ user_id = request.user_id
+ if not user_id:
+ from mirix.services.admin_user_manager import ClientAuthManager
+ user_id = ClientAuthManager.get_admin_user_id_for_client(client.id)
+ logger.debug("No user_id provided, using admin user: %s", user_id)
+
+ # Get user object
+ try:
+ user = server.user_manager.get_user_by_id(user_id)
+ except Exception as e:
+ raise HTTPException(status_code=404, detail=f"User {user_id} not found: {e}")
+
+ # Get the last_self_reflection_time and current_time
+ last_reflection_time = user.last_self_reflection_time
+ current_time = datetime.now(dt.UTC)
+
+ logger.info(
+ "Starting self-reflection for user %s: last_reflection=%s, current=%s",
+ user_id,
+ last_reflection_time.isoformat() if last_reflection_time else "None (first time)",
+ current_time.isoformat()
+ )
+
+ # Get all agents for this client to find the reflexion_agent
+ all_agents = server.agent_manager.list_agents(actor=client, limit=1000)
+
+ if not all_agents:
+ raise HTTPException(
+ status_code=404,
+ detail="No agents found for this client. Please initialize agents first."
+ )
+
+ # Find the meta agent first
+ meta_agent = None
+ for agent in all_agents:
+ if agent.name == "meta_memory_agent":
+ meta_agent = agent
+ break
+
+ if not meta_agent:
+ raise HTTPException(
+ status_code=404,
+ detail="Meta memory agent not found. Please initialize agents first."
+ )
+
+ # Get sub-agents (children of meta agent)
+ sub_agents = server.agent_manager.list_agents(actor=client, parent_id=meta_agent.id, limit=1000)
+
+ # Find the reflexion_agent
+ reflexion_agent = None
+ for agent in sub_agents:
+ if "reflexion_agent" in agent.name:
+ reflexion_agent = agent
+ break
+
+ if not reflexion_agent:
+ raise HTTPException(
+ status_code=404,
+ detail="Reflexion agent not found. Please ensure 'reflexion_agent' is configured in the meta agent."
+ )
+
+ # Check if specific memories are provided
+ has_specific_memories = any([
+ request.core_ids,
+ request.episodic_ids,
+ request.semantic_ids,
+ request.resource_ids,
+ request.knowledge_ids,
+ request.procedural_ids,
+ ])
+
+ is_targeted = has_specific_memories
+
+ if has_specific_memories:
+ # Retrieve only the specific memories requested
+ logger.info(
+ "Targeted self-reflection for user %s with specific memories: "
+ "core=%s, episodic=%s, semantic=%s, resource=%s, knowledge=%s, procedural=%s",
+ user_id,
+ len(request.core_ids) if request.core_ids else 0,
+ len(request.episodic_ids) if request.episodic_ids else 0,
+ len(request.semantic_ids) if request.semantic_ids else 0,
+ len(request.resource_ids) if request.resource_ids else 0,
+ len(request.knowledge_ids) if request.knowledge_ids else 0,
+ len(request.procedural_ids) if request.procedural_ids else 0,
+ )
+
+ memories = retrieve_specific_memories_by_ids(
+ server=server,
+ user=user,
+ core_ids=request.core_ids,
+ episodic_ids=request.episodic_ids,
+ semantic_ids=request.semantic_ids,
+ resource_ids=request.resource_ids,
+ knowledge_ids=request.knowledge_ids,
+ procedural_ids=request.procedural_ids,
+ )
+ else:
+ # Retrieve memories updated since last reflection (time-based)
+ memories = retrieve_memories_by_updated_at_range(
+ server=server,
+ user=user,
+ start_time=last_reflection_time,
+ end_time=current_time,
+ limit=request.limit,
+ )
+
+ # Count total memories retrieved
+ total_items = sum(m["total_count"] for m in memories.values())
+
+ if total_items == 0:
+ if has_specific_memories:
+ # Specific memories were requested but none found
+ return {
+ "success": False,
+ "message": "No memories found with the specified IDs",
+ "user_id": user_id,
+ "memories_processed": 0,
+ "status": "no_memories_found",
+ }
+ else:
+ # No new memories to process, still update the reflection time
+ server.user_manager.update_last_self_reflection_time(user_id, current_time)
+ return {
+ "success": True,
+ "message": "No new memories to process since last self-reflection",
+ "user_id": user_id,
+ "last_reflection_time": last_reflection_time.isoformat() if last_reflection_time else None,
+ "current_time": current_time.isoformat(),
+ "memories_processed": 0,
+ "status": "no_changes",
+ }
+
+ # Build the self-reflection prompt
+ reflection_prompt = build_self_reflection_prompt(memories, is_targeted=is_targeted)
+
+ # Send message to reflexion_agent via queue
+ message_create = MessageCreate(
+ role=MessageRole.user,
+ content=reflection_prompt,
+ )
+
+ # Queue the message for processing
+ put_messages(
+ actor=client,
+ agent_id=reflexion_agent.id,
+ input_messages=[message_create],
+ chaining=True,
+ user_id=user_id,
+ use_cache=False, # Don't cache self-reflection results
+ )
+
+ # Only update last_self_reflection_time for time-based reflections
+ # Targeted reflections don't affect the time-based reflection schedule
+ if not is_targeted:
+ server.user_manager.update_last_self_reflection_time(user_id, current_time)
+
+ if is_targeted:
+ logger.info(
+ "Targeted self-reflection triggered for user %s: %d specific memories queued for processing",
+ user_id, total_items
+ )
+ else:
+ logger.info(
+ "Self-reflection triggered for user %s: %d memories queued for processing",
+ user_id, total_items
+ )
+
+ response = {
+ "success": True,
+ "user_id": user_id,
+ "memories_processed": total_items,
+ "memory_breakdown": {
+ memory_type: data["total_count"]
+ for memory_type, data in memories.items()
+ },
+ "reflexion_agent_id": reflexion_agent.id,
+ "status": "queued",
+ "is_targeted": is_targeted,
}
+ if is_targeted:
+ response["message"] = "Targeted self-reflection session triggered for specific memories"
+ # Include which memory types were requested
+ response["requested_memories"] = {
+ "core_ids": request.core_ids,
+ "episodic_ids": request.episodic_ids,
+ "semantic_ids": request.semantic_ids,
+ "resource_ids": request.resource_ids,
+ "knowledge_ids": request.knowledge_ids,
+ "procedural_ids": request.procedural_ids,
+ }
+ else:
+ response["message"] = "Self-reflection session triggered"
+ response["last_reflection_time"] = last_reflection_time.isoformat() if last_reflection_time else None
+ response["current_time"] = current_time.isoformat()
+
+ return response
+
class RetrieveMemoryRequest(BaseModel):
"""Request model for retrieving memory."""
@@ -2077,11 +2598,11 @@ def retrieve_memories_by_keywords(
logger.error("Error retrieving procedural memories: %s", e)
memories["procedural"] = {"total_count": 0, "items": []}
- # Get knowledge vault items
+ # Get knowledge items
try:
- knowledge_vault_manager = server.knowledge_vault_manager
+ knowledge_memory_manager = server.knowledge_memory_manager
- knowledge_items = knowledge_vault_manager.list_knowledge(
+ knowledge_items = knowledge_memory_manager.list_knowledge(
agent_state=agent_state, # Not accessed during BM25 search
user=user,
query=key_words,
@@ -2091,8 +2612,8 @@ def retrieve_memories_by_keywords(
timezone_str=timezone_str,
)
- memories["knowledge_vault"] = {
- "total_count": knowledge_vault_manager.get_total_number_of_items(user=user),
+ memories["knowledge"] = {
+ "total_count": knowledge_memory_manager.get_total_number_of_items(user=user),
"items": [
{
"id": item.id,
@@ -2102,8 +2623,8 @@ def retrieve_memories_by_keywords(
],
}
except Exception as e:
- logger.error("Error retrieving knowledge vault items: %s", e)
- memories["knowledge_vault"] = {"total_count": 0, "items": []}
+ logger.error("Error retrieving knowledge items: %s", e)
+ memories["knowledge"] = {"total_count": 0, "items": []}
# Get core memory blocks
try:
@@ -2393,12 +2914,12 @@ async def search_memory(
user_id: The user ID to retrieve memories for (uses admin user if not provided)
query: The search query string
memory_type: Type of memory to search. Options: "episodic", "resource", "procedural",
- "knowledge_vault", "semantic", "all" (default: "all")
+ "knowledge", "semantic", "all" (default: "all")
search_field: Field to search in. Options vary by memory type:
- episodic: "summary", "details"
- resource: "summary", "content"
- procedural: "summary", "steps"
- - knowledge_vault: "caption", "secret_value"
+ - knowledge: "caption", "secret_value"
- semantic: "name", "summary", "details"
- For "all": use "null" (default)
search_method: Search method. Options: "bm25" (default), "embedding"
@@ -2513,10 +3034,19 @@ async def search_memory(
"count": 0,
}
- if memory_type == "knowledge_vault" and search_field == "secret_value" and search_method == "embedding":
+ if memory_type == "knowledge" and search_field == "secret_value" and search_method == "embedding":
return {
"success": False,
- "error": "embedding is not supported for knowledge_vault memory's 'secret_value' field.",
+ "error": "embedding is not supported for knowledge memory's 'secret_value' field.",
+ "query": query,
+ "results": [],
+ "count": 0,
+ }
+
+ if search_method == "embedding" and not settings.build_embeddings_for_memory:
+ return {
+ "success": False,
+ "error": "embedding search is disabled because build_embeddings_for_memory is false.",
"query": query,
"results": [],
"count": 0,
@@ -2614,10 +3144,10 @@ async def search_memory(
except Exception as e:
logger.error("Error searching procedural memories: %s", e)
- # Search knowledge vault
- if memory_type in ["knowledge_vault", "all"]:
+ # Search knowledge
+ if memory_type in ["knowledge", "all"]:
try:
- knowledge_vault_memories = server.knowledge_vault_manager.list_knowledge(
+ knowledge_memories = server.knowledge_memory_manager.list_knowledge(
agent_state=agent_state,
user=user,
query=query,
@@ -2630,7 +3160,7 @@ async def search_memory(
)
all_results.extend([
{
- "memory_type": "knowledge_vault",
+ "memory_type": "knowledge",
"id": x.id,
"entry_type": x.entry_type,
"source": x.source,
@@ -2638,10 +3168,10 @@ async def search_memory(
"secret_value": x.secret_value,
"caption": x.caption,
}
- for x in knowledge_vault_memories
+ for x in knowledge_memories
])
except Exception as e:
- logger.error("Error searching knowledge vault: %s", e)
+ logger.error("Error searching knowledge: %s", e)
# Search semantic memories
if memory_type in ["semantic", "all"]:
@@ -2713,7 +3243,7 @@ async def search_memory_all_users(
Args:
query: The search query string
memory_type: Type of memory to search. Options: "episodic", "resource",
- "procedural", "knowledge_vault", "semantic", "all" (default: "all")
+ "procedural", "knowledge", "semantic", "all" (default: "all")
search_field: Field to search in. Options vary by memory type
search_method: Search method. Options: "bm25" (default), "embedding"
limit: Maximum number of results (total across all users)
@@ -2815,10 +3345,19 @@ async def search_memory_all_users(
"count": 0,
}
- if memory_type == "knowledge_vault" and search_field == "secret_value" and search_method == "embedding":
+ if memory_type == "knowledge" and search_field == "secret_value" and search_method == "embedding":
+ return {
+ "success": False,
+ "error": "embedding is not supported for knowledge memory's 'secret_value' field.",
+ "query": query,
+ "results": [],
+ "count": 0,
+ }
+
+ if search_method == "embedding" and not settings.build_embeddings_for_memory:
return {
"success": False,
- "error": "embedding is not supported for knowledge_vault memory's 'secret_value' field.",
+ "error": "embedding search is disabled because build_embeddings_for_memory is false.",
"query": query,
"results": [],
"count": 0,
@@ -2919,10 +3458,10 @@ async def search_memory_all_users(
except Exception as e:
logger.error("Error searching procedural memories across organization: %s", e)
- # Search knowledge vault across organization
- if memory_type in ["knowledge_vault", "all"]:
+ # Search knowledge across organization
+ if memory_type in ["knowledge", "all"]:
try:
- knowledge_vault_memories = server.knowledge_vault_manager.list_knowledge_by_org(
+ knowledge_memories = server.knowledge_memory_manager.list_knowledge_by_org(
agent_state=agent_state,
organization_id=effective_org_id,
query=query,
@@ -2935,7 +3474,7 @@ async def search_memory_all_users(
)
all_results.extend([
{
- "memory_type": "knowledge_vault",
+ "memory_type": "knowledge",
"user_id": x.user_id,
"id": x.id,
"entry_type": x.entry_type,
@@ -2944,10 +3483,10 @@ async def search_memory_all_users(
"secret_value": x.secret_value,
"caption": x.caption,
}
- for x in knowledge_vault_memories
+ for x in knowledge_memories
])
except Exception as e:
- logger.error("Error searching knowledge vault across organization: %s", e)
+ logger.error("Error searching knowledge across organization: %s", e)
# Search semantic memories across organization
if memory_type in ["semantic", "all"]:
@@ -3012,7 +3551,7 @@ async def list_memory_components(
Args:
user_id: End-user whose memories should be listed (defaults to the client's admin user)
- memory_type: One of ["episodic","semantic","procedural","resource","knowledge_vault","core","all"]
+ memory_type: One of ["episodic","semantic","procedural","resource","knowledge","core","all"]
limit: Maximum number of items to return per memory type
"""
valid_memory_types = {
@@ -3020,7 +3559,7 @@ async def list_memory_components(
"semantic",
"procedural",
"resource",
- "knowledge_vault",
+ "knowledge",
"core",
"all",
}
@@ -3041,8 +3580,11 @@ async def list_memory_components(
user_id = ClientAuthManager.get_admin_user_id_for_client(client.id)
logger.debug("No user_id provided, using admin user: %s", user_id)
- user = server.user_manager.get_user_by_id(user_id)
- if not user:
+ from mirix.orm.errors import NoResultFound
+
+ try:
+ user = server.user_manager.get_user_by_id(user_id)
+ except NoResultFound:
raise HTTPException(status_code=404, detail=f"User {user_id} not found")
timezone_str = getattr(user, "timezone", None) or "UTC"
@@ -3051,7 +3593,13 @@ async def list_memory_components(
# Need an agent state for memory manager configuration
agents = server.agent_manager.list_agents(actor=client, limit=1)
if not agents:
- raise HTTPException(status_code=404, detail="No agents found for this client")
+ return {
+ "success": False,
+ "error": "No agents found for this client",
+ "memories": {},
+ "user_id": user_id,
+ "memory_type": memory_type,
+ }
agent_state = agents[0]
fetch_all = memory_type == "all"
@@ -3158,8 +3706,8 @@ async def list_memory_components(
],
}
- if fetch_all or memory_type == "knowledge_vault":
- knowledge_items = server.knowledge_vault_manager.list_knowledge(
+ if fetch_all or memory_type == "knowledge":
+ knowledge_items = server.knowledge_memory_manager.list_knowledge(
agent_state=agent_state,
user=user,
query="",
@@ -3168,8 +3716,8 @@ async def list_memory_components(
limit=limit,
timezone_str=timezone_str,
)
- memories["knowledge_vault"] = {
- "total_count": server.knowledge_vault_manager.get_total_number_of_items(user=user),
+ memories["knowledge"] = {
+ "total_count": server.knowledge_memory_manager.get_total_number_of_items(user=user),
"items": [
{
"id": item.id,
@@ -3227,7 +3775,7 @@ async def list_memory_fields(
"semantic": ["name", "summary", "details"],
"procedural": ["summary", "steps"],
"resource": ["summary", "content"],
- "knowledge_vault": ["caption", "secret_value"],
+ "knowledge": ["caption", "secret_value"],
"core": ["label", "value"],
}
@@ -3637,14 +4185,14 @@ async def delete_resource_memory(
raise HTTPException(status_code=404, detail=str(e))
-@router.delete("/memory/knowledge_vault/{memory_id}")
-async def delete_knowledge_vault_memory(
+@router.delete("/memory/knowledge/{memory_id}")
+async def delete_knowledge_memory(
memory_id: str,
authorization: Optional[str] = Header(None),
http_request: Request = None,
):
"""
- Delete a knowledge vault item by ID.
+ Delete a knowledge item by ID.
**Accepts both JWT (dashboard) and Client API Key (programmatic).**
"""
@@ -3653,10 +4201,10 @@ async def delete_knowledge_vault_memory(
server = get_server()
try:
- server.knowledge_vault_manager.delete_knowledge_by_id(memory_id, actor=client)
+ server.knowledge_memory_manager.delete_knowledge_by_id(memory_id, actor=client)
return {
"success": True,
- "message": f"Knowledge vault item {memory_id} deleted"
+ "message": f"Knowledge item {memory_id} deleted"
}
except Exception as e:
raise HTTPException(status_code=404, detail=str(e))
@@ -3690,6 +4238,7 @@ class DashboardClientResponse(BaseModel):
admin_user_id: str # Admin user for memory operations
created_at: Optional[datetime]
last_login: Optional[datetime]
+ credits: float = 100.0 # Available credits for LLM API calls (1 credit = 1 dollar)
class TokenResponse(BaseModel):
@@ -3812,7 +4361,8 @@ async def dashboard_register(request: DashboardRegisterRequest):
status=client.status,
admin_user_id=ClientAuthManager.get_admin_user_id_for_client(client.id),
created_at=client.created_at,
- last_login=client.last_login
+ last_login=client.last_login,
+ credits=client.credits,
)
)
except ValueError as e:
@@ -3858,7 +4408,8 @@ async def dashboard_login(request: DashboardLoginRequest):
status=client.status,
admin_user_id=ClientAuthManager.get_admin_user_id_for_client(client.id),
created_at=client.created_at,
- last_login=client.last_login
+ last_login=client.last_login,
+ credits=client.credits,
)
)
@@ -3886,7 +4437,8 @@ async def dashboard_get_current_client(authorization: Optional[str] = Header(Non
status=client.status,
admin_user_id=ClientAuthManager.get_admin_user_id_for_client(client.id),
created_at=client.created_at,
- last_login=client.last_login
+ last_login=client.last_login,
+ credits=client.credits,
)
@@ -3924,7 +4476,8 @@ async def list_dashboard_clients(
status=c.status,
admin_user_id=ClientAuthManager.get_admin_user_id_for_client(c.id),
created_at=c.created_at,
- last_login=c.last_login
+ last_login=c.last_login,
+ credits=c.credits,
)
for c in clients
]
@@ -3984,6 +4537,110 @@ async def dashboard_check_setup():
}
+# ============================================================================
+# Memory Decay Cleanup Endpoint
+# ============================================================================
+
+
+class MemoryCleanupRequest(BaseModel):
+ """Request model for memory cleanup (expire) operation."""
+
+ user_id: Optional[str] = Field(
+ None,
+ description="User ID to cleanup memories for. If not provided, uses admin user.",
+ )
+
+
+class MemoryCleanupResponse(BaseModel):
+ """Response model for memory cleanup operation."""
+
+ success: bool
+ message: str
+ deleted_counts: dict
+
+
+@router.post("/memory/cleanup", response_model=MemoryCleanupResponse)
+async def cleanup_expired_memories(
+ request: MemoryCleanupRequest,
+ authorization: Optional[str] = Header(None),
+ http_request: Request = None,
+):
+ """
+ Delete memories that have exceeded the expire_after_days threshold.
+
+ This endpoint permanently removes memories that are older than the configured
+ expire_after_days in the agent's memory decay settings.
+
+ **Accepts both JWT (dashboard) and Client API Key (programmatic).**
+
+ Returns the count of deleted memories for each memory type.
+ """
+ client, auth_type = get_client_from_jwt_or_api_key(authorization, http_request)
+
+ server = get_server()
+
+ # Get user
+ user_id = request.user_id
+ if not user_id:
+ from mirix.services.admin_user_manager import ClientAuthManager
+
+ user_id = ClientAuthManager.get_admin_user_id_for_client(client.id)
+
+ user = server.user_manager.get_user_by_id(user_id)
+ if not user:
+ raise HTTPException(status_code=404, detail=f"User {user_id} not found")
+
+ # Find meta agent to get the expire_after_days config
+ agents = server.agent_manager.list_agents(actor=client)
+ meta_agent = None
+ for agent in agents:
+ if agent.agent_type == AgentType.meta_memory_agent:
+ meta_agent = agent
+ break
+
+ if not meta_agent or not meta_agent.memory_config:
+ raise HTTPException(
+ status_code=400,
+ detail="No meta agent found or memory decay not configured",
+ )
+
+ decay_config = meta_agent.memory_config.get("decay", {})
+ expire_after_days = decay_config.get("expire_after_days")
+
+ if not expire_after_days:
+ raise HTTPException(
+ status_code=400,
+ detail="expire_after_days not configured in memory decay settings",
+ )
+
+ # Delete expired memories from all memory types
+ deleted_counts = {
+ "episodic": server.episodic_memory_manager.delete_expired_memories(
+ user, expire_after_days
+ ),
+ "semantic": server.semantic_memory_manager.delete_expired_memories(
+ user, expire_after_days
+ ),
+ "resource": server.resource_memory_manager.delete_expired_memories(
+ user, expire_after_days
+ ),
+ "procedural": server.procedural_memory_manager.delete_expired_memories(
+ user, expire_after_days
+ ),
+ "knowledge": server.knowledge_memory_manager.delete_expired_memories(
+ user, expire_after_days
+ ),
+ }
+
+ total_deleted = sum(deleted_counts.values())
+
+ return MemoryCleanupResponse(
+ success=True,
+ message=f"Deleted {total_deleted} expired memories (older than {expire_after_days} days)",
+ deleted_counts=deleted_counts,
+ )
+
+
# ============================================================================
# Include Router and Exports
# ============================================================================
diff --git a/mirix/server/server.py b/mirix/server/server.py
index ef14ce46..f659e752 100644
--- a/mirix/server/server.py
+++ b/mirix/server/server.py
@@ -17,6 +17,7 @@
from rich.text import Text
from sqlalchemy import create_engine
from sqlalchemy.orm import sessionmaker
+from sqlalchemy.pool import StaticPool
import mirix.constants as constants
import mirix.server.utils as server_utils
@@ -26,7 +27,7 @@
BackgroundAgent,
CoreMemoryAgent,
EpisodicMemoryAgent,
- KnowledgeVaultAgent,
+ KnowledgeMemoryAgent,
MetaMemoryAgent,
ProceduralMemoryAgent,
ReflexionAgent,
@@ -59,26 +60,11 @@
)
from mirix.schemas.message import Message, MessageCreate, MessageUpdate
from mirix.schemas.mirix_message import (
- LegacyMirixMessage,
MirixMessage,
ToolReturnMessage,
)
from mirix.schemas.mirix_response import MirixResponse
from mirix.schemas.organization import Organization
-from mirix.schemas.providers import (
- AnthropicBedrockProvider,
- AnthropicProvider,
- AzureProvider,
- GoogleAIProvider,
- GroqProvider,
- MirixProvider,
- OllamaProvider,
- OpenAIProvider,
- Provider,
- TogetherProvider,
- VLLMChatCompletionsProvider,
- VLLMCompletionsProvider,
-)
from mirix.schemas.tool import Tool
from mirix.schemas.usage import MirixUsageStatistics
from mirix.schemas.user import User
@@ -88,7 +74,7 @@
from mirix.services.client_manager import ClientManager
from mirix.services.cloud_file_mapping_manager import CloudFileMappingManager
from mirix.services.episodic_memory_manager import EpisodicMemoryManager
-from mirix.services.knowledge_vault_manager import KnowledgeVaultManager
+from mirix.services.knowledge_memory_manager import KnowledgeMemoryManager
from mirix.services.message_manager import MessageManager
from mirix.services.organization_manager import OrganizationManager
from mirix.services.per_agent_lock_manager import PerAgentLockManager
@@ -343,28 +329,40 @@ def __call__(self):
# Create all tables for PostgreSQL
Base.metadata.create_all(bind=engine)
elif not USE_PGLITE:
- # TODO: don't rely on config storage
- sqlite_db_path = os.path.join(config.recall_storage_path, "sqlite.db")
-
- logger.info("DATABASE CONNECTION: SQLite mode")
- logger.debug("Connection String: sqlite:///%s", sqlite_db_path)
-
- # Configure SQLite engine with proper concurrency settings
- engine = create_engine(
- f"sqlite:///{sqlite_db_path}",
- # Connection pooling configuration for better concurrency
- pool_size=20,
- max_overflow=30,
- pool_timeout=30,
- pool_recycle=3600,
- pool_pre_ping=True,
- # Enable SQLite-specific options
- connect_args={
- "check_same_thread": False, # Allow sharing connections between threads
- "timeout": 30, # 30 second timeout for database locks
- },
- echo=False,
- )
+ sqlite_path = (config.recall_storage_path or "").strip()
+ sqlite_in_memory = sqlite_path.lower() == ":memory:"
+
+ if sqlite_in_memory:
+ logger.info("DATABASE CONNECTION: SQLite in-memory mode")
+ engine = create_engine(
+ "sqlite://",
+ connect_args={"check_same_thread": False},
+ poolclass=StaticPool,
+ echo=False,
+ )
+ else:
+ # TODO: don't rely on config storage
+ sqlite_db_path = os.path.join(config.recall_storage_path, "sqlite.db")
+
+ logger.info("DATABASE CONNECTION: SQLite mode")
+ logger.debug("Connection String: sqlite:///%s", sqlite_db_path)
+
+ # Configure SQLite engine with proper concurrency settings
+ engine = create_engine(
+ f"sqlite:///{sqlite_db_path}",
+ # Connection pooling configuration for better concurrency
+ pool_size=20,
+ max_overflow=30,
+ pool_timeout=30,
+ pool_recycle=3600,
+ pool_pre_ping=True,
+ # Enable SQLite-specific options
+ connect_args={
+ "check_same_thread": False, # Allow sharing connections between threads
+ "timeout": 30, # 30 second timeout for database locks
+ },
+ echo=False,
+ )
# Store the original connect method
original_connect = engine.connect
@@ -485,7 +483,7 @@ def __init__(
self.step_manager = StepManager()
# Newly added managers
- self.knowledge_vault_manager = KnowledgeVaultManager()
+ self.knowledge_memory_manager = KnowledgeMemoryManager()
self.episodic_memory_manager = EpisodicMemoryManager()
self.procedural_memory_manager = ProceduralMemoryManager()
self.resource_memory_manager = ResourceMemoryManager()
@@ -508,99 +506,6 @@ def __init__(
# self.block_manager.add_default_blocks(actor=self.admin_user)
self.tool_manager.upsert_base_tools(actor=self.default_client)
- # collect providers (always has Mirix as a default)
- self._enabled_providers: List[Provider] = [MirixProvider()]
-
- # Check for database-stored API key first, fall back to model_settings
- openai_override_key = ProviderManager().get_openai_override_key()
- openai_api_key = (
- openai_override_key
- if openai_override_key
- else model_settings.openai_api_key
- )
-
- if openai_api_key:
- self._enabled_providers.append(
- OpenAIProvider(
- api_key=openai_api_key,
- base_url=model_settings.openai_api_base,
- )
- )
- if model_settings.anthropic_api_key:
- self._enabled_providers.append(
- AnthropicProvider(
- api_key=model_settings.anthropic_api_key,
- )
- )
- if model_settings.ollama_base_url:
- self._enabled_providers.append(
- OllamaProvider(
- base_url=model_settings.ollama_base_url,
- api_key=None,
- )
- )
- # Check for database-stored API key first, fall back to model_settings
- gemini_override_key = ProviderManager().get_gemini_override_key()
- gemini_api_key = (
- gemini_override_key
- if gemini_override_key
- else model_settings.gemini_api_key
- )
-
- if gemini_api_key:
- self._enabled_providers.append(
- GoogleAIProvider(
- api_key=gemini_api_key,
- )
- )
- if model_settings.azure_api_key and model_settings.azure_base_url:
- assert model_settings.azure_api_version, "AZURE_API_VERSION is required"
- self._enabled_providers.append(
- AzureProvider(
- api_key=model_settings.azure_api_key,
- base_url=model_settings.azure_base_url,
- api_version=model_settings.azure_api_version,
- )
- )
- if model_settings.groq_api_key:
- self._enabled_providers.append(
- GroqProvider(
- api_key=model_settings.groq_api_key,
- )
- )
- if model_settings.together_api_key:
- self._enabled_providers.append(
- TogetherProvider(
- api_key=model_settings.together_api_key,
- default_prompt_formatter=constants.DEFAULT_WRAPPER_NAME,
- )
- )
- if model_settings.vllm_api_base:
- # vLLM exposes both a /chat/completions and a /completions endpoint
- self._enabled_providers.append(
- VLLMCompletionsProvider(
- base_url=model_settings.vllm_api_base,
- default_prompt_formatter=constants.DEFAULT_WRAPPER_NAME,
- )
- )
- # NOTE: to use the /chat/completions endpoint, you need to specify extra flags on vLLM startup
- # see: https://docs.vllm.ai/en/latest/getting_started/examples/openai_chat_completion_client_with_tools.html
- # e.g. "... --enable-auto-tool-choice --tool-call-parser hermes"
- self._enabled_providers.append(
- VLLMChatCompletionsProvider(
- base_url=model_settings.vllm_api_base,
- )
- )
- if (
- model_settings.aws_access_key
- and model_settings.aws_secret_access_key
- and model_settings.aws_region
- ):
- self._enabled_providers.append(
- AnthropicBedrockProvider(
- aws_region=model_settings.aws_region,
- )
- )
def load_agent(
self, agent_id: str, actor: Client, interface: Union[AgentInterface, None] = None, filter_tags: Optional[dict] = None, use_cache: bool = True, user: Optional[User] = None
@@ -621,8 +526,8 @@ def load_agent(
agent = EpisodicMemoryAgent(
agent_state=agent_state, interface=interface, actor=actor, filter_tags=filter_tags, use_cache=use_cache, user=user
)
- elif agent_state.agent_type == AgentType.knowledge_vault_memory_agent:
- agent = KnowledgeVaultAgent(
+ elif agent_state.agent_type == AgentType.knowledge_memory_agent:
+ agent = KnowledgeMemoryAgent(
agent_state=agent_state, interface=interface, actor=actor, filter_tags=filter_tags, use_cache=use_cache, user=user
)
elif agent_state.agent_type == AgentType.procedural_memory_agent:
@@ -678,6 +583,12 @@ def _step(
"""Send the input message through the agent"""
logger.debug("Got input messages: %s", input_messages)
mirix_agent = None
+ trace_manager = None
+ agent_trace = None
+ agent_trace_token = None
+ counts_token = None
+ trace_success = False
+ trace_error = None
try:
mirix_agent = self.load_agent(
agent_id=agent_id, interface=None, actor=actor, filter_tags=filter_tags, use_cache=use_cache, user=user
@@ -692,6 +603,30 @@ def _step(
if occurred_at is not None:
mirix_agent.occurred_at = occurred_at
+ # Initialize per-agent trace context if queue tracing is active
+ from mirix.services.memory_agent_trace_manager import MemoryAgentTraceManager
+ from mirix.services.queue_trace_context import (
+ get_parent_agent_trace_id,
+ get_queue_trace_id,
+ get_memory_update_counts,
+ init_memory_update_counts,
+ reset_agent_trace_id,
+ reset_memory_update_counts,
+ set_agent_trace_id,
+ )
+
+ queue_trace_id = get_queue_trace_id()
+ if queue_trace_id:
+ trace_manager = MemoryAgentTraceManager()
+ agent_trace = trace_manager.start_trace(
+ queue_trace_id=queue_trace_id,
+ parent_trace_id=get_parent_agent_trace_id(),
+ agent_state=mirix_agent.agent_state,
+ actor=actor,
+ )
+ agent_trace_token = set_agent_trace_id(agent_trace.id)
+ counts_token = init_memory_update_counts()
+
# Determine whether or not to token stream based on the capability of the interface
token_streaming = (
mirix_agent.interface.streaming_mode
@@ -708,7 +643,7 @@ def _step(
if mirix_agent.agent_state.agent_type == AgentType.meta_memory_agent:
meta_message = MessageCreate(
role="user",
- content="[System Message] As the meta memory manager, analyze the provided content. Based on the content, determine what memories need to be updated (episodic, procedural, knowledge vault, semantic, core, and resource)",
+ content="[System Message] As the meta memory manager, analyze the provided content. Based on the content, determine what memories need to be updated (episodic, procedural, knowledge, semantic, core, and resource)",
filter_tags=filter_tags, # Also attach to message for reference
)
logger.debug("Created meta_message with filter_tags=%s", filter_tags)
@@ -727,12 +662,27 @@ def _step(
actor=actor, # Client for write operations (audit trail)
user=user # User for read operations (data filtering)
)
+ trace_success = True
except Exception as e:
logger.error("Error in server._step: %s", e)
logger.error(traceback.print_exc())
+ trace_error = str(e)
raise
finally:
+ if trace_manager and agent_trace:
+ counts = get_memory_update_counts()
+ trace_manager.finish_trace(
+ agent_trace.id,
+ success=trace_success,
+ error_message=trace_error,
+ memory_update_counts=counts,
+ actor=actor,
+ )
+ if counts_token:
+ reset_memory_update_counts(counts_token)
+ if agent_trace_token:
+ reset_agent_trace_id(agent_trace_token)
logger.debug("Calling step_yield()")
if mirix_agent:
mirix_agent.interface.step_yield()
@@ -1076,21 +1026,11 @@ def create_agent(
interface: Union[AgentInterface, None] = None,
) -> AgentState:
if request.llm_config is None:
- if request.model is None:
- raise ValueError("Must specify either model or llm_config in request")
- request.llm_config = self.get_llm_config_from_handle(
- handle=request.model, context_window_limit=request.context_window_limit
- )
+ raise ValueError("Must specify llm_config in request")
- if request.embedding_config is None:
- if request.embedding is None:
- raise ValueError(
- "Must specify either embedding or embedding_config in request"
- )
- request.embedding_config = self.get_embedding_config_from_handle(
- handle=request.embedding,
- embedding_chunk_size=request.embedding_chunk_size
- or constants.DEFAULT_EMBEDDING_CHUNK_SIZE,
+ if settings.build_embeddings_for_memory and request.embedding_config is None:
+ raise ValueError(
+ "Must specify embedding_config in request when build_embeddings_for_memory is true"
)
"""Create a new agent using a config"""
@@ -1232,116 +1172,20 @@ def get_organization_or_default(self, org_id: Optional[str]) -> Organization:
)
def list_llm_models(self) -> List[LLMConfig]:
- """List available models"""
-
- llm_models = []
- for provider in self.get_enabled_providers():
- try:
- llm_models.extend(provider.list_llm_models())
- except Exception as e:
- warnings.warn(
- f"An error occurred while listing LLM models for provider {provider}: {e}"
- )
- return llm_models
+ """List available models (deprecated - returns empty list)"""
+ return []
def list_embedding_models(self) -> List[EmbeddingConfig]:
- """List available embedding models"""
- embedding_models = []
- for provider in self.get_enabled_providers():
- try:
- embedding_models.extend(provider.list_embedding_models())
- except Exception as e:
- warnings.warn(
- f"An error occurred while listing embedding models for provider {provider}: {e}"
- )
- return embedding_models
-
- def get_enabled_providers(self):
- providers_from_env = {p.name: p for p in self._enabled_providers}
- providers_from_db = {p.name: p for p in self.provider_manager.list_providers()}
- # Merge the two dictionaries, keeping the values from providers_from_db where conflicts occur
- return {**providers_from_env, **providers_from_db}.values()
-
- def get_llm_config_from_handle(
- self, handle: str, context_window_limit: Optional[int] = None
- ) -> LLMConfig:
- provider_name, model_name = handle.split("/", 1)
- provider = self.get_provider_from_name(provider_name)
-
- llm_configs = [
- config
- for config in provider.list_llm_models()
- if config.model == model_name
- ]
- if not llm_configs:
- raise ValueError(
- f"LLM model {model_name} is not supported by {provider_name}"
- )
- elif len(llm_configs) > 1:
- raise ValueError(
- f"Multiple LLM models with name {model_name} supported by {provider_name}"
- )
- else:
- llm_config = llm_configs[0]
-
- if context_window_limit:
- if context_window_limit > llm_config.context_window:
- raise ValueError(
- f"Context window limit ({context_window_limit}) is greater than maximum of ({llm_config.context_window})"
- )
- llm_config.context_window = context_window_limit
-
- return llm_config
-
- def get_embedding_config_from_handle(
- self,
- handle: str,
- embedding_chunk_size: int = constants.DEFAULT_EMBEDDING_CHUNK_SIZE,
- ) -> EmbeddingConfig:
- provider_name, model_name = handle.split("/", 1)
- provider = self.get_provider_from_name(provider_name)
-
- embedding_configs = [
- config
- for config in provider.list_embedding_models()
- if config.embedding_model == model_name
- ]
- if not embedding_configs:
- raise ValueError(
- f"Embedding model {model_name} is not supported by {provider_name}"
- )
- elif len(embedding_configs) > 1:
- raise ValueError(
- f"Multiple embedding models with name {model_name} supported by {provider_name}"
- )
- else:
- embedding_config = embedding_configs[0]
-
- if embedding_chunk_size:
- embedding_config.embedding_chunk_size = embedding_chunk_size
-
- return embedding_config
-
- def get_provider_from_name(self, provider_name: str) -> Provider:
- providers = [
- provider
- for provider in self._enabled_providers
- if provider.name == provider_name
- ]
- if not providers:
- raise ValueError(f"Provider {provider_name} is not supported")
- elif len(providers) > 1:
- raise ValueError(f"Multiple providers with name {provider_name} supported")
- else:
- provider = providers[0]
-
- return provider
+ """List available embedding models (deprecated - returns empty list)"""
+ return []
def add_llm_model(self, request: LLMConfig) -> LLMConfig:
- """Add a new LLM model"""
+ """Add a new LLM model (not implemented)"""
+ raise NotImplementedError("Dynamic model registration is not supported")
def add_embedding_model(self, request: EmbeddingConfig) -> EmbeddingConfig:
- """Add a new embedding model"""
+ """Add a new embedding model (not implemented)"""
+ raise NotImplementedError("Dynamic model registration is not supported")
def get_agent_context_window(
self, agent_id: str, actor: Client
@@ -1539,7 +1383,6 @@ async def send_message_to_agent(
async for message in streaming_interface.get_generator():
assert (
isinstance(message, MirixMessage)
- or isinstance(message, LegacyMirixMessage)
or isinstance(message, MessageStreamStatus)
), type(message)
generated_stream.append(message)
diff --git a/mirix/server/utils.py b/mirix/server/utils.py
index 525572c2..102546ed 100755
--- a/mirix/server/utils.py
+++ b/mirix/server/utils.py
@@ -24,8 +24,8 @@ def print_server_response(response):
logger.info("[agent.step end]")
elif response["type"] == "agent_response":
msg = response["message"]
- if response["message_type"] == "internal_monologue":
- logger.info("[inner thoughts] %s", msg)
+ if response["message_type"] == "reasoning":
+ logger.info("[reasoning] %s", msg)
elif response["message_type"] == "assistant_message":
logger.info("%s", msg)
elif response["message_type"] == "function_message":
diff --git a/mirix/services/admin_user_manager.py b/mirix/services/admin_user_manager.py
index d9b6a55e..ef73bb46 100644
--- a/mirix/services/admin_user_manager.py
+++ b/mirix/services/admin_user_manager.py
@@ -259,7 +259,7 @@ def register_client_for_dashboard(
if not existing_user:
admin_user = UserModel(
id=admin_user_id,
- name=f"Admin",
+ name="Admin",
status="active",
timezone="UTC",
organization_id=org_id,
@@ -268,6 +268,45 @@ def register_client_for_dashboard(
)
admin_user.create(session)
logger.info("Created admin user for client: %s -> %s", client.id, admin_user_id)
+
+ # Create default memory blocks for the admin user
+ # These serve as templates for new users under this client
+ try:
+ from mirix.services.block_manager import BlockManager
+ from mirix.schemas.block import Block as PydanticBlock
+ from mirix.constants import CORE_MEMORY_BLOCK_CHAR_LIMIT
+
+ block_manager = BlockManager()
+ admin_user_pydantic = admin_user.to_pydantic()
+
+ # Create "human" block (empty by default)
+ block_manager.create_or_update_block(
+ block=PydanticBlock(
+ label="human",
+ value="",
+ limit=CORE_MEMORY_BLOCK_CHAR_LIMIT,
+ ),
+ actor=client.to_pydantic(),
+ user=admin_user_pydantic,
+ agent_id=None, # User-scoped blocks
+ )
+
+ # Create "persona" block with default value
+ block_manager.create_or_update_block(
+ block=PydanticBlock(
+ label="persona",
+ value="I am a helpful assistant.",
+ limit=CORE_MEMORY_BLOCK_CHAR_LIMIT,
+ ),
+ actor=client.to_pydantic(),
+ user=admin_user_pydantic,
+ agent_id=None, # User-scoped blocks
+ )
+
+ logger.info("Created default memory blocks for admin user: %s", admin_user_id)
+ except Exception as block_error:
+ logger.warning("Failed to create default blocks for admin user %s: %s", admin_user_id, block_error)
+ # Don't fail user creation if block creation fails
except Exception as e:
logger.warning("Failed to create admin user for client %s: %s", client.id, e)
# Don't fail client registration if user creation fails
diff --git a/mirix/services/agent_manager.py b/mirix/services/agent_manager.py
index 451d5b1d..52f7d138 100644
--- a/mirix/services/agent_manager.py
+++ b/mirix/services/agent_manager.py
@@ -1,6 +1,6 @@
import os
from datetime import datetime
-from typing import Dict, List, Optional
+from typing import Any, Dict, List, Optional
from sqlalchemy.orm import Session
@@ -11,9 +11,10 @@
CORE_MEMORY_TOOLS,
EPISODIC_MEMORY_TOOLS,
EXTRAS_TOOLS,
- KNOWLEDGE_VAULT_TOOLS,
+ KNOWLEDGE_MEMORY_TOOLS,
MCP_TOOLS,
META_MEMORY_TOOLS,
+ META_MEMORY_TOOLS_DIRECT,
PROCEDURAL_MEMORY_TOOLS,
RESOURCE_MEMORY_TOOLS,
SEARCH_MEMORY_TOOLS,
@@ -30,6 +31,7 @@
AgentType,
CreateAgent,
CreateMetaAgent,
+ MemoryConfig,
UpdateAgent,
UpdateMetaAgent,
)
@@ -54,6 +56,7 @@
from mirix.services.message_manager import MessageManager
from mirix.services.tool_manager import ToolManager
from mirix.services.user_manager import UserManager
+from mirix.settings import settings
from mirix.utils import create_random_username, enforce_types, get_utc_time
logger = get_logger(__name__)
@@ -116,8 +119,13 @@ def create_agent(
agent_type=agent_create.agent_type, system=agent_create.system
)
- if not agent_create.llm_config or not agent_create.embedding_config:
- raise ValueError("llm_config and embedding_config are required")
+ if not agent_create.llm_config:
+ raise ValueError("llm_config is required")
+
+ if settings.build_embeddings_for_memory and not agent_create.embedding_config:
+ raise ValueError(
+ "embedding_config is required when build_embeddings_for_memory is true"
+ )
# Check tool rules are valid
if agent_create.tool_rules:
@@ -140,14 +148,14 @@ def create_agent(
tool_names.extend(PROCEDURAL_MEMORY_TOOLS + UNIVERSAL_MEMORY_TOOLS)
if agent_create.agent_type == AgentType.resource_memory_agent:
tool_names.extend(RESOURCE_MEMORY_TOOLS + UNIVERSAL_MEMORY_TOOLS)
- if agent_create.agent_type == AgentType.knowledge_vault_memory_agent:
- tool_names.extend(KNOWLEDGE_VAULT_TOOLS + UNIVERSAL_MEMORY_TOOLS)
+ if agent_create.agent_type == AgentType.knowledge_memory_agent:
+ tool_names.extend(KNOWLEDGE_MEMORY_TOOLS + UNIVERSAL_MEMORY_TOOLS)
if agent_create.agent_type == AgentType.core_memory_agent:
tool_names.extend(CORE_MEMORY_TOOLS + UNIVERSAL_MEMORY_TOOLS)
if agent_create.agent_type == AgentType.semantic_memory_agent:
tool_names.extend(SEMANTIC_MEMORY_TOOLS + UNIVERSAL_MEMORY_TOOLS)
- if agent_create.agent_type == AgentType.meta_memory_agent:
- tool_names.extend(META_MEMORY_TOOLS + UNIVERSAL_MEMORY_TOOLS)
+ # NOTE: meta_memory_agent tools are NOT added here - they are configured in create_meta_agent
+ # based on whether the agent has children (trigger_memory_update) or not (direct tools)
if agent_create.agent_type == AgentType.reflexion_agent:
tool_names.extend(
SEARCH_MEMORY_TOOLS
@@ -177,6 +185,7 @@ def create_agent(
agent_type=agent_create.agent_type,
llm_config=agent_create.llm_config,
embedding_config=agent_create.embedding_config,
+ memory_config=agent_create.memory_config,
tool_ids=tool_ids,
tool_rules=agent_create.tool_rules,
parent_id=agent_create.parent_id,
@@ -208,8 +217,13 @@ def create_meta_agent(
including the "meta_memory_agent" parent
"""
- if not meta_agent_create.llm_config or not meta_agent_create.embedding_config:
- raise ValueError("llm_config and embedding_config are required")
+ if not meta_agent_create.llm_config:
+ raise ValueError("llm_config is required")
+
+ if settings.build_embeddings_for_memory and not meta_agent_create.embedding_config:
+ raise ValueError(
+ "embedding_config is required when build_embeddings_for_memory is true"
+ )
# ✅ NEW: Get or create organization-specific default user for block templates
user_manager = UserManager()
@@ -225,13 +239,13 @@ def create_meta_agent(
e,
)
# Fall back to organization's default user (not global admin)
- user = user_manager.get_or_create_org_default_user(
+ user = user_manager.get_or_create_org_admin_user(
org_id=actor.organization_id, client_id=actor.id
)
else:
# No user_id provided - use organization's default template user
# This user will serve as the template for copying blocks to new users
- user = user_manager.get_or_create_org_default_user(
+ user = user_manager.get_or_create_org_admin_user(
org_id=actor.organization_id, client_id=actor.id
)
logger.debug(
@@ -250,13 +264,18 @@ def create_meta_agent(
"semantic_memory_agent": AgentType.semantic_memory_agent,
"episodic_memory_agent": AgentType.episodic_memory_agent,
"procedural_memory_agent": AgentType.procedural_memory_agent,
- "knowledge_vault_memory_agent": AgentType.knowledge_vault_memory_agent,
+ "knowledge_memory_agent": AgentType.knowledge_memory_agent,
"meta_memory_agent": AgentType.meta_memory_agent,
"reflexion_agent": AgentType.reflexion_agent,
"background_agent": AgentType.background_agent,
"chat_agent": AgentType.chat_agent,
}
+ # Check if all agent names are valid
+ for agent_name in meta_agent_create.agents:
+ if agent_name not in agent_name_to_type:
+ raise ValueError(f"Agent '{agent_name}' is not recognized.")
+
# Load default system prompts from base folder
default_system_prompts = {}
base_prompts_dir = os.path.join(
@@ -270,6 +289,12 @@ def create_meta_agent(
with open(prompt_file, "r", encoding="utf-8") as f:
default_system_prompts[agent_name] = f.read()
+ # Check if we have child agents (excluding meta_memory_agent itself)
+ child_agents = [
+ name for name in meta_agent_create.agents if name != "meta_memory_agent"
+ ]
+ has_child_agents = len(child_agents) > 0
+
# First, create the meta_memory_agent as the parent
meta_agent_name = meta_agent_create.name or "meta_memory_agent"
meta_system_prompt = None
@@ -278,8 +303,31 @@ def create_meta_agent(
and "meta_memory_agent" in meta_agent_create.system_prompts
):
meta_system_prompt = meta_agent_create.system_prompts["meta_memory_agent"]
- else:
+ elif has_child_agents:
+ # Use the standard meta_memory_agent prompt with trigger_memory_update
meta_system_prompt = default_system_prompts["meta_memory_agent"]
+ else:
+ # No child agents - use the direct prompt with episodic memory tools
+ meta_system_prompt = default_system_prompts.get(
+ "meta_memory_agent_direct",
+ default_system_prompts["meta_memory_agent"] # Fallback
+ )
+
+ # Build memory_config dict from the MemoryConfig (if decay settings provided)
+ memory_config_dict = None
+ if meta_agent_create.memory and meta_agent_create.memory.decay:
+ decay = meta_agent_create.memory.decay
+ memory_config_dict = {
+ "decay": {
+ "fade_after_days": decay.fade_after_days,
+ "expire_after_days": decay.expire_after_days,
+ }
+ }
+ logger.debug(
+ "Memory decay config set: fade_after_days=%s, expire_after_days=%s",
+ decay.fade_after_days,
+ decay.expire_after_days,
+ )
meta_agent_create_schema = CreateAgent(
name=meta_agent_name,
@@ -294,6 +342,16 @@ def create_meta_agent(
agent_create=meta_agent_create_schema,
actor=actor,
)
+
+ # Store memory_config on the meta agent if decay settings were provided
+ if memory_config_dict:
+ self.update_agent(
+ agent_id=meta_agent_state.id,
+ agent_update=UpdateAgent(memory_config=memory_config_dict),
+ actor=actor,
+ )
+ logger.debug("Stored memory_config on meta agent %s", meta_agent_state.id)
+
logger.debug(
f"Created meta_memory_agent: {meta_agent_name} with id: {meta_agent_state.id}"
)
@@ -302,30 +360,13 @@ def create_meta_agent(
created_agents = {}
# Now create all sub-agents with parent_id set to the meta_memory_agent
- for agent_item in meta_agent_create.agents:
- # Parse agent_item - can be string or dict
- agent_name = None
- agent_config = {}
-
- if isinstance(agent_item, str):
- agent_name = agent_item
- elif isinstance(agent_item, dict):
- # Dict format: {agent_name: {config}}
- agent_name = list(agent_item.keys())[0]
- agent_config = agent_item[agent_name] or {}
- else:
- logger.warning("Invalid agent item format: %s, skipping...", agent_item)
- continue
-
+ for agent_name in meta_agent_create.agents:
# Skip meta_memory_agent since we already created it as the parent
if agent_name == "meta_memory_agent":
continue
# Get the agent type
- agent_type = agent_name_to_type.get(agent_name)
- if not agent_type:
- logger.warning("Unknown agent type: %s, skipping...", agent_name)
- continue
+ agent_type = agent_name_to_type[agent_name]
# Get custom system prompt if provided, fallback to default
custom_system = None
@@ -358,24 +399,22 @@ def create_meta_agent(
f"Created sub-agent: {agent_name} with id: {agent_state.id}, parent_id: {meta_agent_state.id}"
)
- # ✅ FIX: Process agent-specific initialization (e.g., blocks for core_memory_agent)
- # This handles any agent configuration provided in the meta_agent creation request
- if "blocks" in agent_config:
- # Create memory blocks for this agent (typically core_memory_agent)
- memory_block_configs = agent_config["blocks"]
- for block in memory_block_configs:
+ # Create memory blocks for core_memory_agent from the separate memory config
+ if agent_name == "core_memory_agent" and meta_agent_create.memory:
+ memory_config = meta_agent_create.memory
+ for block_config in memory_config.core:
self.block_manager.create_or_update_block(
block=Block(
- value=block["value"],
- limit=block.get("limit", CORE_MEMORY_BLOCK_CHAR_LIMIT),
- label=block["label"],
+ value=block_config.value,
+ limit=block_config.limit or CORE_MEMORY_BLOCK_CHAR_LIMIT,
+ label=block_config.label,
),
actor=actor,
- agent_id=agent_state.id, # ✅ Use child agent's ID, not parent's
- user=user, # ✅ Pass user for block creation
+ agent_id=None, # Core memory blocks are user-scoped, not agent-scoped
+ user=user, # Pass user for block creation
)
logger.debug(
- f"Created {len(memory_block_configs)} memory blocks for {agent_name} (agent_id: {agent_state.id})"
+ f"Created {len(memory_config.core)} memory blocks for user (user_id: {user.id})"
)
# ✅ Ensure blocks are committed to database before proceeding
@@ -388,9 +427,65 @@ def create_meta_agent(
# Future: Add handling for other agent-specific configs here if needed
# E.g., if 'initial_data' in agent_config: ...
+
+ # Configure meta_memory_agent tools based on whether it has children
+ # (This is done here because create_agent doesn't add meta_memory tools)
+ tool_ids_to_add = []
+ existing_tool_ids = [t.id for t in meta_agent_state.tools]
if created_agents:
+ # Has child agents - use trigger_memory_update to delegate to children
meta_agent_state.children = list(created_agents.values())
+ logger.info(
+ "Child agents specified - configuring meta_memory_agent with trigger_memory_update"
+ )
+ for tool_name in META_MEMORY_TOOLS + UNIVERSAL_MEMORY_TOOLS:
+ tool = self.tool_manager.get_tool_by_name(tool_name=tool_name, actor=actor)
+ if tool:
+ tool_ids_to_add.append(tool.id)
+ else:
+ logger.debug("Tool %s not found", tool_name)
+ else:
+ # No child agents - use direct memory tools
+ logger.info(
+ "No child agents specified - configuring meta_memory_agent with direct memory tools"
+ )
+ for tool_name in META_MEMORY_TOOLS_DIRECT + UNIVERSAL_MEMORY_TOOLS:
+ tool = self.tool_manager.get_tool_by_name(tool_name=tool_name, actor=actor)
+ if tool:
+ tool_ids_to_add.append(tool.id)
+ else:
+ logger.debug("Tool %s not found", tool_name)
+
+ # Create memory blocks on meta_memory_agent itself (since no core_memory_agent exists)
+ if meta_agent_create.memory:
+ memory_config = meta_agent_create.memory
+ for block_config in memory_config.core:
+ self.block_manager.create_or_update_block(
+ block=Block(
+ value=block_config.value,
+ limit=block_config.limit or CORE_MEMORY_BLOCK_CHAR_LIMIT,
+ label=block_config.label,
+ ),
+ actor=actor,
+ agent_id=None, # Core memory blocks are user-scoped, not agent-scoped
+ user=user, # Pass user for block creation
+ )
+ logger.debug(
+ f"Created {len(memory_config.core)} memory blocks for user (user_id: {user.id})"
+ )
+
+ # Update agent tools
+ new_tool_ids = list(set(existing_tool_ids + tool_ids_to_add))
+ self.update_agent(
+ agent_id=meta_agent_state.id,
+ agent_update=UpdateAgent(tool_ids=new_tool_ids),
+ actor=actor,
+ )
+
+ # Refresh the agent state to get updated tools
+ meta_agent_state = self.get_agent_by_id(agent_id=meta_agent_state.id, actor=actor)
+
return meta_agent_state
def update_meta_agent(
@@ -424,13 +519,19 @@ def update_meta_agent(
"semantic_memory_agent": AgentType.semantic_memory_agent,
"episodic_memory_agent": AgentType.episodic_memory_agent,
"procedural_memory_agent": AgentType.procedural_memory_agent,
- "knowledge_vault_memory_agent": AgentType.knowledge_vault_memory_agent,
+ "knowledge_memory_agent": AgentType.knowledge_memory_agent,
"meta_memory_agent": AgentType.meta_memory_agent,
"reflexion_agent": AgentType.reflexion_agent,
"background_agent": AgentType.background_agent,
"chat_agent": AgentType.chat_agent,
}
+ # Check if all agent names are valid
+ if meta_agent_update.agents is not None:
+ for agent_name in meta_agent_update.agents:
+ if agent_name not in agent_name_to_type:
+ raise ValueError(f"Agent '{agent_name}' is not recognized.")
+
# Load default system prompts from base folder
default_system_prompts = {}
base_prompts_dir = os.path.join(
@@ -454,6 +555,9 @@ def update_meta_agent(
meta_agent_update_fields["embedding_config"] = (
meta_agent_update.embedding_config
)
+ elif meta_agent_update.clear_embedding_config:
+ meta_agent_update_fields["embedding_config"] = None
+ meta_agent_update_fields["clear_embedding_config"] = True
# Update meta agent with all fields at once
if meta_agent_update_fields:
@@ -503,21 +607,8 @@ def update_meta_agent(
if meta_agent_update.agents is not None:
# Parse the desired agent names from the update request
desired_agent_names = set()
- agent_configs = {}
-
- for agent_item in meta_agent_update.agents:
- if isinstance(agent_item, str):
- agent_name = agent_item
- agent_configs[agent_name] = {}
- elif isinstance(agent_item, dict):
- agent_name = list(agent_item.keys())[0]
- agent_configs[agent_name] = agent_item[agent_name] or {}
- else:
- logger.warning(
- "Invalid agent item format: %s, skipping...", agent_item
- )
- continue
+ for agent_name in meta_agent_update.agents:
# Skip meta_memory_agent as it's the parent
if agent_name != "meta_memory_agent":
desired_agent_names.add(agent_name)
@@ -537,10 +628,7 @@ def update_meta_agent(
# Create new agents
for agent_name in agents_to_create:
- agent_type = agent_name_to_type.get(agent_name)
- if not agent_type:
- logger.warning("Unknown agent type: %s, skipping...", agent_name)
- continue
+ agent_type = agent_name_to_type[agent_name]
# Get custom system prompt if provided, fallback to default
custom_system = None
@@ -554,10 +642,13 @@ def update_meta_agent(
# Use the updated configs or fall back to meta agent's configs
llm_config = meta_agent_update.llm_config or meta_agent_state.llm_config
- embedding_config = (
- meta_agent_update.embedding_config
- or meta_agent_state.embedding_config
- )
+ if meta_agent_update.clear_embedding_config:
+ embedding_config = None
+ else:
+ embedding_config = (
+ meta_agent_update.embedding_config
+ or meta_agent_state.embedding_config
+ )
# Create the agent using CreateAgent schema with parent_id
agent_create = CreateAgent(
@@ -600,7 +691,11 @@ def update_meta_agent(
)
# Update llm_config and embedding_config for all sub-agents if provided
- if meta_agent_update.llm_config or meta_agent_update.embedding_config:
+ if (
+ meta_agent_update.llm_config
+ or meta_agent_update.embedding_config
+ or meta_agent_update.clear_embedding_config
+ ):
for agent_name, child_agent in existing_agents_by_name.items():
update_fields = {}
if meta_agent_update.llm_config is not None:
@@ -609,6 +704,8 @@ def update_meta_agent(
update_fields["embedding_config"] = (
meta_agent_update.embedding_config
)
+ elif meta_agent_update.clear_embedding_config:
+ update_fields["clear_embedding_config"] = True
if update_fields:
logger.debug("Updating configs for sub-agent: %s", agent_name)
@@ -649,14 +746,21 @@ def update_agent_tools_and_system_prompts(
tool_names.extend(PROCEDURAL_MEMORY_TOOLS + UNIVERSAL_MEMORY_TOOLS)
if agent_state.agent_type == AgentType.resource_memory_agent:
tool_names.extend(RESOURCE_MEMORY_TOOLS + UNIVERSAL_MEMORY_TOOLS)
- if agent_state.agent_type == AgentType.knowledge_vault_memory_agent:
- tool_names.extend(KNOWLEDGE_VAULT_TOOLS + UNIVERSAL_MEMORY_TOOLS)
+ if agent_state.agent_type == AgentType.knowledge_memory_agent:
+ tool_names.extend(KNOWLEDGE_MEMORY_TOOLS + UNIVERSAL_MEMORY_TOOLS)
if agent_state.agent_type == AgentType.core_memory_agent:
tool_names.extend(CORE_MEMORY_TOOLS + UNIVERSAL_MEMORY_TOOLS)
if agent_state.agent_type == AgentType.semantic_memory_agent:
tool_names.extend(SEMANTIC_MEMORY_TOOLS + UNIVERSAL_MEMORY_TOOLS)
if agent_state.agent_type == AgentType.meta_memory_agent:
- tool_names.extend(META_MEMORY_TOOLS + UNIVERSAL_MEMORY_TOOLS)
+ # Check if this meta_memory_agent has children
+ # If no children, use direct tools instead of trigger_memory_update
+ children = self.list_agents(parent_id=agent_state.id, actor=actor)
+ if children:
+ tool_names.extend(META_MEMORY_TOOLS + UNIVERSAL_MEMORY_TOOLS)
+ else:
+ # No children - use direct episodic memory tools
+ tool_names.extend(META_MEMORY_TOOLS_DIRECT + UNIVERSAL_MEMORY_TOOLS)
if agent_state.agent_type == AgentType.chat_agent:
tool_names.extend(BASE_TOOLS + CHAT_AGENT_TOOLS + EXTRAS_TOOLS)
if agent_state.agent_type == AgentType.reflexion_agent:
@@ -794,7 +898,8 @@ def _create_agent(
system: str,
agent_type: AgentType,
llm_config: LLMConfig,
- embedding_config: EmbeddingConfig,
+ embedding_config: Optional[EmbeddingConfig],
+ memory_config: Optional[Dict[str, Any]],
tool_ids: List[str],
tool_rules: Optional[List[PydanticToolRule]] = None,
parent_id: Optional[str] = None,
@@ -812,6 +917,7 @@ def _create_agent(
"agent_type": agent_type,
"llm_config": llm_config,
"embedding_config": embedding_config,
+ "memory_config": memory_config,
"organization_id": actor.organization_id,
"tool_rules": tool_rules,
"parent_id": parent_id,
@@ -952,6 +1058,8 @@ def _update_agent(
# Track old parent_id for cache invalidation
old_parent_id = agent.parent_id
+ clear_embedding_config = getattr(agent_update, "clear_embedding_config", False)
+
# Update scalar fields directly
scalar_fields = {
"name",
@@ -962,11 +1070,15 @@ def _update_agent(
"tool_rules",
"mcp_tools",
"parent_id",
+ "memory_config",
}
for field in scalar_fields:
value = getattr(agent_update, field, None)
if value is not None:
setattr(agent, field, value)
+ elif field == "embedding_config" and clear_embedding_config:
+ logger.info("Clearing embedding_config for agent %s", agent_id)
+ setattr(agent, field, None)
# Update relationships using _process_relationship
if agent_update.tool_ids is not None:
diff --git a/mirix/services/block_manager.py b/mirix/services/block_manager.py
index 161f9660..7b713c0e 100755
--- a/mirix/services/block_manager.py
+++ b/mirix/services/block_manager.py
@@ -126,7 +126,10 @@ def update_block(
block.user_id = user.id
block.update_with_redis(db_session=session, actor=actor) # ⭐ Use Redis integration
-
+
+ from mirix.services.queue_trace_context import increment_memory_update_count
+ increment_memory_update_count("core", "updated")
+
# ⭐ Invalidate agent caches that reference this block
self._invalidate_agent_caches_for_block(block_id)
@@ -201,7 +204,7 @@ def get_blocks(
user.id,
agent_id
)
- blocks = self._copy_blocks_from_default_user(
+ blocks = self._copy_blocks_from_admin_user(
session=session,
target_user=user,
agent_id=agent_id,
@@ -210,7 +213,7 @@ def get_blocks(
return [block.to_pydantic() for block in blocks]
- def _copy_blocks_from_default_user(
+ def _copy_blocks_from_admin_user(
self,
session,
target_user: PydanticUser,
@@ -239,14 +242,14 @@ def _copy_blocks_from_default_user(
# This ensures we copy blocks from the correct template within the same organization
user_manager = UserManager()
try:
- org_default_user = user_manager.get_or_create_org_default_user(
+ org_admin_user = user_manager.get_or_create_org_admin_user(
org_id=organization_id,
client_id=None # No specific client needed for lookup
)
- default_user_id = org_default_user.id
+ admin_user_id = org_admin_user.id
logger.debug(
"Using organization default user %s as template for user %s in org %s",
- default_user_id,
+ admin_user_id,
target_user.id,
organization_id
)
@@ -255,12 +258,12 @@ def _copy_blocks_from_default_user(
logger.warning(
"Failed to get org default user, falling back to global admin: %s", e
)
- default_user_id = UserManager.ADMIN_USER_ID
+ admin_user_id = UserManager.ADMIN_USER_ID
# Find default user's blocks for this agent
default_blocks = BlockModel.list(
db_session=session,
- user_id=default_user_id,
+ user_id=admin_user_id,
agent_id=agent_id,
organization_id=organization_id,
limit=100 # Core memory typically has 2-10 blocks
@@ -270,7 +273,7 @@ def _copy_blocks_from_default_user(
"Found %d default template blocks for agent %s (user_id=%s, org_id=%s)",
len(default_blocks),
agent_id,
- default_user_id,
+ admin_user_id,
organization_id
)
diff --git a/mirix/services/client_manager.py b/mirix/services/client_manager.py
index a455f63b..70f8f7ba 100644
--- a/mirix/services/client_manager.py
+++ b/mirix/services/client_manager.py
@@ -244,7 +244,7 @@ def delete_client_by_id(self, client_id: str):
- Semantic memories
- Procedural memories
- Resource memories
- - Knowledge vault items
+ - Knowledge items
- Messages
2. Database (PostgreSQL):
@@ -275,7 +275,7 @@ def delete_client_by_id(self, client_id: str):
from mirix.services.semantic_memory_manager import SemanticMemoryManager
from mirix.services.procedural_memory_manager import ProceduralMemoryManager
from mirix.services.resource_memory_manager import ResourceMemoryManager
- from mirix.services.knowledge_vault_manager import KnowledgeVaultManager
+ from mirix.services.knowledge_memory_manager import KnowledgeMemoryManager
from mirix.services.message_manager import MessageManager
# 1. Soft delete all memory records using memory managers
@@ -283,7 +283,7 @@ def delete_client_by_id(self, client_id: str):
semantic_manager = SemanticMemoryManager()
procedural_manager = ProceduralMemoryManager()
resource_manager = ResourceMemoryManager()
- knowledge_manager = KnowledgeVaultManager()
+ knowledge_manager = KnowledgeMemoryManager()
message_manager = MessageManager()
episodic_count = episodic_manager.soft_delete_by_client_id(actor=client)
@@ -299,7 +299,7 @@ def delete_client_by_id(self, client_id: str):
logger.debug("Soft deleted %d resource memories", resource_count)
knowledge_count = knowledge_manager.soft_delete_by_client_id(actor=client)
- logger.debug("Soft deleted %d knowledge vault items", knowledge_count)
+ logger.debug("Soft deleted %d knowledge items", knowledge_count)
message_count = message_manager.soft_delete_by_client_id(actor=client)
logger.debug("Soft deleted %d messages", message_count)
@@ -382,7 +382,7 @@ def delete_client_by_id(self, client_id: str):
logger.info(
"✅ Client %s and all associated records soft deleted: "
- "%d episodic, %d semantic, %d procedural, %d resource, %d knowledge_vault, %d messages",
+ "%d episodic, %d semantic, %d procedural, %d resource, %d knowledge, %d messages",
client_id, episodic_count, semantic_count, procedural_count,
resource_count, knowledge_count, message_count
)
@@ -402,7 +402,7 @@ def delete_memories_by_client_id(self, client_id: str):
- SemanticMemoryManager.delete_by_client_id()
- ProceduralMemoryManager.delete_by_client_id()
- ResourceMemoryManager.delete_by_client_id()
- - KnowledgeVaultManager.delete_by_client_id()
+ - KnowledgeMemoryManager.delete_by_client_id()
- MessageManager.delete_by_client_id()
2. Delete blocks (via _created_by_id)
3. Each manager handles:
@@ -424,7 +424,7 @@ def delete_memories_by_client_id(self, client_id: str):
from mirix.services.semantic_memory_manager import SemanticMemoryManager
from mirix.services.procedural_memory_manager import ProceduralMemoryManager
from mirix.services.resource_memory_manager import ResourceMemoryManager
- from mirix.services.knowledge_vault_manager import KnowledgeVaultManager
+ from mirix.services.knowledge_memory_manager import KnowledgeMemoryManager
from mirix.services.message_manager import MessageManager
# Initialize managers
@@ -432,7 +432,7 @@ def delete_memories_by_client_id(self, client_id: str):
semantic_manager = SemanticMemoryManager()
procedural_manager = ProceduralMemoryManager()
resource_manager = ResourceMemoryManager()
- knowledge_manager = KnowledgeVaultManager()
+ knowledge_manager = KnowledgeMemoryManager()
message_manager = MessageManager()
# Get client as actor for manager methods
@@ -457,7 +457,7 @@ def delete_memories_by_client_id(self, client_id: str):
logger.debug("Bulk deleted %d resource memories", resource_count)
knowledge_count = knowledge_manager.delete_by_client_id(actor=client)
- logger.debug("Bulk deleted %d knowledge vault items", knowledge_count)
+ logger.debug("Bulk deleted %d knowledge items", knowledge_count)
message_count = message_manager.delete_by_client_id(actor=client)
logger.debug("Bulk deleted %d messages", message_count)
@@ -532,7 +532,7 @@ def delete_memories_by_client_id(self, client_id: str):
logger.info(
"✅ Bulk deleted all memories for client %s: "
- "%d episodic, %d semantic, %d procedural, %d resource, %d knowledge_vault, %d messages, %d blocks "
+ "%d episodic, %d semantic, %d procedural, %d resource, %d knowledge, %d messages, %d blocks "
"(client, agents, tools preserved)",
client_id, episodic_count, semantic_count, procedural_count,
resource_count, knowledge_count, message_count, block_count
@@ -636,3 +636,51 @@ def list_clients(
with self.session_maker() as session:
results = ClientModel.list(db_session=session, cursor=cursor, limit=limit)
return [client.to_pydantic() for client in results]
+
+ @enforce_types
+ def deduct_credits(self, client_id: str, amount: float) -> PydanticClient:
+ """
+ Deduct credits from a client's balance.
+
+ Args:
+ client_id: The ID of the client to deduct credits from
+ amount: The cost in dollars to deduct (1 credit = 1 dollar)
+
+ Returns:
+ The updated client with the new credits balance
+
+ Note:
+ Credits can go negative if usage exceeds balance.
+ The caller should check credits before making LLM calls if they want to enforce limits.
+ """
+ from mirix.log import get_logger
+
+ logger = get_logger(__name__)
+
+ with self.session_maker() as session:
+ existing_client = ClientModel.read(db_session=session, identifier=client_id)
+ existing_client.credits -= amount
+
+ logger.debug(
+ "Deducted $%.6f from client %s. New balance: $%.4f",
+ amount,
+ client_id,
+ existing_client.credits,
+ )
+
+ existing_client.update_with_redis(session, actor=None)
+ return existing_client.to_pydantic()
+
+ @enforce_types
+ def get_credits(self, client_id: str) -> float:
+ """
+ Get the current credits balance for a client.
+
+ Args:
+ client_id: The ID of the client
+
+ Returns:
+ The current credits balance
+ """
+ client = self.get_client_by_id(client_id)
+ return client.credits
diff --git a/mirix/services/episodic_memory_manager.py b/mirix/services/episodic_memory_manager.py
index 1e9d3daf..fb154a59 100755
--- a/mirix/services/episodic_memory_manager.py
+++ b/mirix/services/episodic_memory_manager.py
@@ -9,7 +9,6 @@
from rapidfuzz import fuzz
from sqlalchemy import func, select, text
-from mirix.constants import BUILD_EMBEDDINGS_FOR_MEMORY
from mirix.embeddings import embedding_model
from mirix.orm.episodic_memory import EpisodicEvent
from mirix.orm.errors import NoResultFound
@@ -129,18 +128,23 @@ def _count_word_matches(
@update_timezone
@enforce_types
def get_episodic_memory_by_id(
- self, episodic_memory_id: str, user: PydanticUser, timezone_str: str = None
+ self,
+ episodic_memory_id: str,
+ actor: PydanticClient,
+ user_id: str,
+ timezone_str: str = None,
) -> Optional[PydanticEpisodicEvent]:
"""
Fetch a single episodic memory record by ID (with Redis JSON caching).
Args:
episodic_memory_id: ID of the memory to fetch
- user: User who owns this memory
+ actor: Client who is fetching this memory
+ user_id: User who is fetching this memory
timezone_str: Optional timezone string
- Raises:
- NoResultFound: If the record doesn't exist or doesn't belong to user
+ Returns:
+ PydanticEpisodicEvent: The episodic event if found and accessible, otherwise None
"""
# Try Redis cache first (JSON-based for memory tables)
try:
@@ -153,7 +157,23 @@ def get_episodic_memory_by_id(
if cached_data:
# Cache HIT - return from Redis
logger.debug("✅ Redis cache HIT for episodic memory %s", episodic_memory_id)
- return PydanticEpisodicEvent(**cached_data)
+ pydantic_event = PydanticEpisodicEvent(**cached_data)
+
+ # Check accessibility
+ if pydantic_event.user_id == user_id:
+ return pydantic_event
+
+ # If not the owner, check if the requester is an admin in the same client
+ from mirix.services.user_manager import UserManager
+ user_manager = UserManager()
+ try:
+ requester = user_manager.get_user_by_id(user_id)
+ if requester.is_admin and requester.client_id == pydantic_event.client_id:
+ return pydantic_event
+ except NoResultFound:
+ pass
+
+ return None
except Exception as e:
# Log but continue to PostgreSQL on Redis error
logger.warning("Redis cache read failed for episodic memory %s: %s", episodic_memory_id, e)
@@ -161,22 +181,30 @@ def get_episodic_memory_by_id(
# Cache MISS or Redis unavailable - fetch from PostgreSQL
with self.session_maker() as session:
try:
- # Construct a PydanticClient for actor using user's organization_id.
- # Note: We can pass in a PydanticClient with a default client ID because
- # EpisodicEvent.read() only uses the organization_id from the actor for
- # access control (see apply_access_predicate in sqlalchemy_base.py).
- # The actual client ID is not used for filtering.
- actor = PydanticClient(
- id="system-default-client",
- organization_id=user.organization_id,
- name="system-client"
- )
-
+ # Use the passed actor for access control (filtered by organization)
episodic_memory_item = EpisodicEvent.read(
db_session=session, identifier=episodic_memory_id, actor=actor
)
pydantic_event = episodic_memory_item.to_pydantic()
+ # Accessibility check logic
+ accessible = False
+ if pydantic_event.user_id == user_id:
+ accessible = True
+ else:
+ # Check if requester is admin and shares the same client
+ from mirix.services.user_manager import UserManager
+ user_manager = UserManager()
+ try:
+ requester = user_manager.get_user_by_id(user_id)
+ if requester.is_admin and requester.client_id == pydantic_event.client_id:
+ accessible = True
+ except NoResultFound:
+ pass
+
+ if not accessible:
+ return None
+
# Populate Redis cache for next time
try:
if redis_client:
@@ -189,9 +217,7 @@ def get_episodic_memory_by_id(
return pydantic_event
except NoResultFound:
- raise NoResultFound(
- f"Episodic episodic_memory record with id {episodic_memory_id} not found."
- )
+ return None
@update_timezone
@enforce_types
@@ -330,6 +356,8 @@ def delete_event_by_id(self, id: str, actor: PydanticClient) -> None:
redis_key = f"{redis_client.EPISODIC_PREFIX}{id}"
redis_client.delete(redis_key)
episodic_memory_item.hard_delete(session)
+ from mirix.services.queue_trace_context import increment_memory_update_count
+ increment_memory_update_count("episodic", "deleted")
except NoResultFound:
raise NoResultFound(
f"Episodic episodic_memory record with id {id} not found."
@@ -531,6 +559,56 @@ def delete_by_user_id(self, user_id: str) -> int:
return count
+ def delete_expired_memories(
+ self,
+ user: PydanticUser,
+ expire_after_days: int,
+ ) -> int:
+ """
+ Delete episodic memories older than the specified number of days.
+
+ Args:
+ user: User who owns the memories
+ expire_after_days: Number of days after which memories are considered expired
+
+ Returns:
+ Number of deleted memories
+ """
+ from datetime import timedelta
+ from mirix.database.redis_client import get_redis_client
+
+ expire_cutoff = datetime.now() - timedelta(days=expire_after_days)
+
+ with self.session_maker() as session:
+ query = select(EpisodicEvent).where(
+ EpisodicEvent.user_id == user.id,
+ EpisodicEvent.occurred_at < expire_cutoff,
+ )
+ result = session.execute(query)
+ expired_items = result.scalars().all()
+
+ count = len(expired_items)
+ item_ids = [item.id for item in expired_items]
+
+ for item in expired_items:
+ session.delete(item)
+
+ session.commit()
+
+ redis_client = get_redis_client()
+ if redis_client and item_ids:
+ redis_keys = [f"{redis_client.EPISODIC_PREFIX}{item_id}" for item_id in item_ids]
+ if redis_keys:
+ redis_client.client.delete(*redis_keys)
+
+ logger.info(
+ "Deleted %d expired episodic memories for user %s (older than %d days)",
+ count,
+ user.id,
+ expire_after_days,
+ )
+ return count
+
@enforce_types
def insert_event(
self,
@@ -559,7 +637,7 @@ def insert_event(
user_id = UserManager.ADMIN_USER_ID
logger.debug("user_id not provided, using ADMIN_USER_ID: %s", user_id)
# Conditionally calculate embeddings based on BUILD_EMBEDDINGS_FOR_MEMORY flag
- if BUILD_EMBEDDINGS_FOR_MEMORY:
+ if settings.build_embeddings_for_memory:
# TODO: need to check if we need to chunk the text
embed_model = embedding_model(agent_state.embedding_config)
details_embedding = embed_model.get_text_embedding(details)
@@ -596,6 +674,9 @@ def insert_event(
use_cache=use_cache,
)
+ from mirix.services.queue_trace_context import increment_memory_update_count
+ increment_memory_update_count("episodic", "created")
+
return event
except Exception as e:
@@ -664,6 +745,8 @@ def list_episodic_memory(
start_date: Optional[datetime] = None,
end_date: Optional[datetime] = None,
similarity_threshold: Optional[float] = None,
+ include_faded: bool = False,
+ fade_after_days: Optional[int] = None,
) -> List[PydanticEpisodicEvent]:
"""
List all episodic events with various search methods and optional temporal filtering.
@@ -704,8 +787,27 @@ def list_episodic_memory(
**Temporal filtering**: When start_date and/or end_date are provided, only events with
occurred_at within the specified range will be returned. This is particularly useful for
queries like "What happened today?" or "Show me last week's events".
+
+ **Memory decay**: When include_faded is False (default) and fade_after_days is provided,
+ memories older than the specified days (based on occurred_at) will be excluded from results.
+ Set include_faded=True to bypass this filtering and retrieve all memories including faded ones.
"""
-
+
+ # Apply memory decay filtering (fade cutoff)
+ # If include_faded is False and fade_after_days is set, calculate the cutoff
+ # and use it as a minimum for start_date
+ if not include_faded and fade_after_days is not None:
+ from datetime import timedelta
+
+ fade_cutoff = datetime.now() - timedelta(days=fade_after_days)
+ if start_date is None or fade_cutoff > start_date:
+ start_date = fade_cutoff
+ logger.debug(
+ "Memory decay: applying fade cutoff at %s (%d days)",
+ fade_cutoff,
+ fade_after_days,
+ )
+
# Extract organization_id from user for multi-tenant isolation
organization_id = user.organization_id
@@ -1297,6 +1399,8 @@ def update_event(
}
selected_event.update_with_redis(session, actor=actor) # ⭐ Updates Redis JSON cache
+ from mirix.services.queue_trace_context import increment_memory_update_count
+ increment_memory_update_count("episodic", "updated")
return selected_event.to_pydantic()
def _parse_embedding_field(self, embedding_value):
diff --git a/mirix/services/helpers/agent_manager_helper.py b/mirix/services/helpers/agent_manager_helper.py
index 36b7bde5..da2d8652 100755
--- a/mirix/services/helpers/agent_manager_helper.py
+++ b/mirix/services/helpers/agent_manager_helper.py
@@ -74,8 +74,8 @@ def derive_system_message(agent_type: AgentType, system: Optional[str] = None):
system = gpt_system.get_system_text("base/episodic_memory_agent")
elif agent_type == AgentType.procedural_memory_agent:
system = gpt_system.get_system_text("base/procedural_memory_agent")
- elif agent_type == AgentType.knowledge_vault_memory_agent:
- system = gpt_system.get_system_text("base/knowledge_vault_memory_agent")
+ elif agent_type == AgentType.knowledge_memory_agent:
+ system = gpt_system.get_system_text("base/knowledge_memory_agent")
elif agent_type == AgentType.meta_memory_agent:
system = gpt_system.get_system_text("base/meta_memory_agent")
elif agent_type == AgentType.semantic_memory_agent:
diff --git a/mirix/services/knowledge_vault_manager.py b/mirix/services/knowledge_memory_manager.py
old mode 100755
new mode 100644
similarity index 79%
rename from mirix/services/knowledge_vault_manager.py
rename to mirix/services/knowledge_memory_manager.py
index 0e338c18..8831e85c
--- a/mirix/services/knowledge_vault_manager.py
+++ b/mirix/services/knowledge_memory_manager.py
@@ -1,21 +1,21 @@
import json
import re
import string
+from datetime import datetime
from typing import Any, Dict, List, Optional
from rank_bm25 import BM25Okapi
from rapidfuzz import fuzz
from sqlalchemy import func, select, text
-from mirix.constants import BUILD_EMBEDDINGS_FOR_MEMORY
from mirix.embeddings import embedding_model
from mirix.helpers.converters import deserialize_vector
from mirix.orm.errors import NoResultFound
-from mirix.orm.knowledge_vault import KnowledgeVaultItem
+from mirix.orm.knowledge import KnowledgeItem
from mirix.schemas.agent import AgentState
from mirix.schemas.client import Client as PydanticClient
-from mirix.schemas.knowledge_vault import (
- KnowledgeVaultItem as PydanticKnowledgeVaultItem,
+from mirix.schemas.knowledge import (
+ KnowledgeItem as PydanticKnowledgeItem,
)
from mirix.log import get_logger
from mirix.schemas.user import User as PydanticUser
@@ -26,8 +26,8 @@
logger = get_logger(__name__)
-class KnowledgeVaultManager:
- """Manager class to handle business logic related to Knowledge Vault Items."""
+class KnowledgeMemoryManager:
+ """Manager class to handle business logic related to Knowledge Items."""
def __init__(self):
from mirix.server.server import db_context
@@ -147,10 +147,10 @@ def _count_word_matches(
self, item_data: Dict[str, Any], query_words: List[str], search_field: str = ""
) -> int:
"""
- Count how many of the query words are present in the knowledge vault item data.
+ Count how many of the query words are present in the knowledge item data.
Args:
- item_data: Dictionary containing knowledge vault item data
+ item_data: Dictionary containing knowledge item data
query_words: List of query words to search for
search_field: Specific field to search in, or empty string to search all text fields
@@ -217,7 +217,7 @@ def _postgresql_fulltext_search(
sensitivity: List of sensitivity levels to filter by
Returns:
- List of KnowledgeVaultItem objects ranked by relevance
+ List of KnowledgeItem objects ranked by relevance
"""
from sqlalchemy import func
@@ -290,7 +290,7 @@ def _postgresql_fulltext_search(
secret_value, caption, caption_embedding, embedding_config,
organization_id, last_modify, user_id,
{rank_sql} as rank_score
- FROM knowledge_vault
+ FROM knowledge
WHERE {tsvector_sql} @@ to_tsquery('english', :tsquery)
AND user_id = :user_id{sensitivity_filter}
ORDER BY rank_score DESC, created_at DESC
@@ -309,7 +309,7 @@ def _postgresql_fulltext_search(
# If AND query returns sufficient results, use them
if len(results) >= min(limit or 10, 10):
- knowledge_vault = []
+ knowledge = []
for row in results:
data = dict(row._mapping)
# Remove the rank_score field before creating the object
@@ -330,9 +330,9 @@ def _postgresql_fulltext_search(
if field in data and data[field] is not None:
data[field] = self._parse_embedding_field(data[field])
- knowledge_vault.append(KnowledgeVaultItem(**data))
+ knowledge.append(KnowledgeItem(**data))
- return [item.to_pydantic() for item in knowledge_vault]
+ return [item.to_pydantic() for item in knowledge]
except Exception as e:
logger.debug("PostgreSQL AND query error: %s", e)
@@ -345,7 +345,7 @@ def _postgresql_fulltext_search(
secret_value, caption, caption_embedding, embedding_config,
organization_id, last_modify, user_id,
{rank_sql} as rank_score
- FROM knowledge_vault
+ FROM knowledge
WHERE {tsvector_sql} @@ to_tsquery('english', :tsquery)
AND user_id = :user_id{sensitivity_filter}
ORDER BY rank_score DESC, created_at DESC
@@ -362,7 +362,7 @@ def _postgresql_fulltext_search(
results = session.execute(or_query_sql, query_params)
- knowledge_vault = []
+ knowledge = []
for row in results:
data = dict(row._mapping)
# Remove the rank_score field before creating the object
@@ -383,68 +383,68 @@ def _postgresql_fulltext_search(
if field in data and data[field] is not None:
data[field] = self._parse_embedding_field(data[field])
- knowledge_vault.append(KnowledgeVaultItem(**data))
+ knowledge.append(KnowledgeItem(**data))
- return [item.to_pydantic() for item in knowledge_vault]
+ return [item.to_pydantic() for item in knowledge]
except Exception as e:
# If there's an error with the tsquery, fall back to simpler search
logger.debug("PostgreSQL full-text search error: %s", e)
# Fall back to simple ILIKE search
fallback_field = (
- getattr(KnowledgeVaultItem, search_field)
- if search_field and hasattr(KnowledgeVaultItem, search_field)
- else KnowledgeVaultItem.caption
+ getattr(KnowledgeItem, search_field)
+ if search_field and hasattr(KnowledgeItem, search_field)
+ else KnowledgeItem.caption
)
fallback_query = (
- select(KnowledgeVaultItem)
+ select(KnowledgeItem)
.where(func.lower(fallback_field).contains(query_text.lower()))
- .where(KnowledgeVaultItem.user_id == user_id)
+ .where(KnowledgeItem.user_id == user_id)
)
# Add sensitivity filter to fallback query if provided
if sensitivity is not None:
fallback_query = fallback_query.where(
- KnowledgeVaultItem.sensitivity.in_(sensitivity)
+ KnowledgeItem.sensitivity.in_(sensitivity)
)
fallback_query = fallback_query.order_by(
- KnowledgeVaultItem.created_at.desc()
+ KnowledgeItem.created_at.desc()
)
if limit:
fallback_query = fallback_query.limit(limit)
results = session.execute(fallback_query)
- knowledge_vault = results.scalars().all()
- return [item.to_pydantic() for item in knowledge_vault]
+ knowledge = results.scalars().all()
+ return [item.to_pydantic() for item in knowledge]
@update_timezone
@enforce_types
def get_item_by_id(
- self, knowledge_vault_item_id: str, user: PydanticUser, timezone_str: str
- ) -> Optional[PydanticKnowledgeVaultItem]:
- """Fetch a knowledge vault item by ID (with Redis JSON caching)."""
+ self, knowledge_item_id: str, user: PydanticUser, timezone_str: str
+ ) -> Optional[PydanticKnowledgeItem]:
+ """Fetch a knowledge item by ID (with Redis JSON caching)."""
# Try Redis cache first
try:
from mirix.database.redis_client import get_redis_client
redis_client = get_redis_client()
if redis_client:
- redis_key = f"{redis_client.KNOWLEDGE_PREFIX}{knowledge_vault_item_id}"
+ redis_key = f"{redis_client.KNOWLEDGE_PREFIX}{knowledge_item_id}"
cached_data = redis_client.get_json(redis_key)
if cached_data:
- logger.debug("✅ Redis cache HIT for knowledge vault %s", knowledge_vault_item_id)
- return PydanticKnowledgeVaultItem(**cached_data)
+ logger.debug("✅ Redis cache HIT for knowledge %s", knowledge_item_id)
+ return PydanticKnowledgeItem(**cached_data)
except Exception as e:
- logger.warning("Redis cache read failed for knowledge vault %s: %s", knowledge_vault_item_id, e)
+ logger.warning("Redis cache read failed for knowledge %s: %s", knowledge_item_id, e)
# Cache MISS - fetch from PostgreSQL
with self.session_maker() as session:
try:
# Construct a PydanticClient for actor using user's organization_id.
# Note: We can pass in a PydanticClient with a default client ID because
- # KnowledgeVaultItem.read() only uses the organization_id from the actor for
+ # KnowledgeItem.read() only uses the organization_id from the actor for
# access control (see apply_access_predicate in sqlalchemy_base.py).
# The actual client ID is not used for filtering.
actor = PydanticClient(
@@ -453,8 +453,8 @@ def get_item_by_id(
name="system-client"
)
- item = KnowledgeVaultItem.read(
- db_session=session, identifier=knowledge_vault_item_id, actor=actor
+ item = KnowledgeItem.read(
+ db_session=session, identifier=knowledge_item_id, actor=actor
)
pydantic_item = item.to_pydantic()
@@ -471,16 +471,16 @@ def get_item_by_id(
return pydantic_item
except NoResultFound:
raise NoResultFound(
- f"Knowledge vault item with id {knowledge_vault_item_id} not found."
+ f"Knowledge item with id {knowledge_item_id} not found."
)
@update_timezone
@enforce_types
def get_most_recently_updated_item(
self, user: PydanticUser, timezone_str: str = None
- ) -> Optional[PydanticKnowledgeVaultItem]:
+ ) -> Optional[PydanticKnowledgeItem]:
"""
- Fetch the most recently updated knowledge vault item based on last_modify timestamp.
+ Fetch the most recently updated knowledge item based on last_modify timestamp.
Filter by user_id from actor.
Returns None if no items exist.
"""
@@ -488,14 +488,14 @@ def get_most_recently_updated_item(
# Use proper PostgreSQL JSON text extraction and casting for ordering
from sqlalchemy import DateTime, cast, text
- query = select(KnowledgeVaultItem).order_by(
+ query = select(KnowledgeItem).order_by(
cast(
- text("knowledge_vault.last_modify ->> 'timestamp'"), DateTime
+ text("knowledge.last_modify ->> 'timestamp'"), DateTime
).desc()
)
# Filter by user_id for multi-user support
- query = query.where(KnowledgeVaultItem.user_id == user.id)
+ query = query.where(KnowledgeItem.user_id == user.id)
result = session.execute(query.limit(1))
item = result.scalar_one_or_none()
@@ -505,16 +505,16 @@ def get_most_recently_updated_item(
@enforce_types
def create_item(
self,
- knowledge_vault_item: PydanticKnowledgeVaultItem,
+ knowledge_item: PydanticKnowledgeItem,
actor: PydanticClient,
client_id: Optional[str] = None,
user_id: Optional[str] = None,
use_cache: bool = True
- ) -> PydanticKnowledgeVaultItem:
- """Create a new knowledge vault item.
+ ) -> PydanticKnowledgeItem:
+ """Create a new knowledge item.
Args:
- knowledge_vault_item: The knowledge vault data to create
+ knowledge_item: The knowledge data to create
actor: Client performing the operation (for audit trail)
client_id: Client application identifier (defaults to actor.id)
user_id: End-user identifier (optional)
@@ -522,21 +522,21 @@ def create_item(
"""
# Ensure ID is set before model_dump
- if not knowledge_vault_item.id:
+ if not knowledge_item.id:
from mirix.utils import generate_unique_short_id
- knowledge_vault_item.id = generate_unique_short_id(
- self.session_maker, KnowledgeVaultItem, "kv"
+ knowledge_item.id = generate_unique_short_id(
+ self.session_maker, KnowledgeItem, "kv"
)
- item_data = knowledge_vault_item.model_dump()
+ item_data = knowledge_item.model_dump()
# Validate required fields
required_fields = ["entry_type", "secret_value", "sensitivity"]
for field in required_fields:
if field not in item_data:
raise ValueError(
- f"Required field '{field}' missing from knowledge vault item data"
+ f"Required field '{field}' missing from knowledge item data"
)
# Set client_id and user_id on the memory
@@ -548,9 +548,9 @@ def create_item(
client_id, user_id
)
- # Create the knowledge vault item
+ # Create the knowledge item
with self.session_maker() as session:
- knowledge_item = KnowledgeVaultItem(**item_data)
+ knowledge_item = KnowledgeItem(**item_data)
knowledge_item.create_with_redis(session, actor=actor, use_cache=use_cache)
# Return the created item as a Pydantic model
@@ -559,11 +559,11 @@ def create_item(
@enforce_types
def create_many_items(
self,
- knowledge_vault: List[PydanticKnowledgeVaultItem],
+ knowledge: List[PydanticKnowledgeItem],
user: PydanticUser,
- ) -> List[PydanticKnowledgeVaultItem]:
- """Create multiple knowledge vault items."""
- return [self.create_item(k, user) for k in knowledge_vault]
+ ) -> List[PydanticKnowledgeItem]:
+ """Create multiple knowledge items."""
+ return [self.create_item(k, user) for k in knowledge]
@enforce_types
def insert_knowledge(
@@ -581,10 +581,10 @@ def insert_knowledge(
use_cache: bool = True,
user_id: Optional[str] = None,
):
- """Insert knowledge into the knowledge vault."""
+ """Insert knowledge into the knowledge."""
try:
# Conditionally calculate embeddings based on BUILD_EMBEDDINGS_FOR_MEMORY flag
- if BUILD_EMBEDDINGS_FOR_MEMORY:
+ if settings.build_embeddings_for_memory:
embed_model = embedding_model(agent_state.embedding_config)
caption_embedding = embed_model.get_text_embedding(caption)
embedding_config = agent_state.embedding_config
@@ -592,7 +592,6 @@ def insert_knowledge(
caption_embedding = None
embedding_config = None
- # Set client_id from actor, user_id with fallback to DEFAULT_USER_ID
from mirix.services.user_manager import UserManager
client_id = actor.id # Always derive from actor
@@ -600,7 +599,7 @@ def insert_knowledge(
user_id = UserManager.ADMIN_USER_ID
knowledge = self.create_item(
- PydanticKnowledgeVaultItem(
+ PydanticKnowledgeItem(
user_id=user_id,
agent_id=agent_id,
entry_type=entry_type,
@@ -618,16 +617,18 @@ def insert_knowledge(
user_id=user_id,
use_cache=use_cache,
)
+ from mirix.services.queue_trace_context import increment_memory_update_count
+ increment_memory_update_count("knowledge", "created")
return knowledge
except Exception as e:
raise e
def get_total_number_of_items(self, user: PydanticUser) -> int:
- """Get the total number of items in the knowledge vault for the user."""
+ """Get the total number of items in the knowledge for the user."""
with self.session_maker() as session:
- query = select(func.count(KnowledgeVaultItem.id)).where(
- KnowledgeVaultItem.user_id == user.id
+ query = select(func.count(KnowledgeItem.id)).where(
+ KnowledgeItem.user_id == user.id
)
result = session.execute(query)
return result.scalar_one()
@@ -648,9 +649,11 @@ def list_knowledge(
filter_tags: Optional[dict] = None,
use_cache: bool = True,
similarity_threshold: Optional[float] = None,
- ) -> List[PydanticKnowledgeVaultItem]:
+ include_faded: bool = False,
+ fade_after_days: Optional[int] = None,
+ ) -> List[PydanticKnowledgeItem]:
"""
- Retrieve knowledge vault items according to the query.
+ Retrieve knowledge items according to the query.
Args:
agent_state: The agent state containing embedding configuration
@@ -666,9 +669,11 @@ def list_knowledge(
timezone_str: Timezone string for timestamp conversion
limit: Maximum number of results to return
sensitivity: List of sensitivity levels to filter by. Only items with sensitivity in this list will be returned.
+ include_faded: If False (default), exclude memories older than fade_after_days
+ fade_after_days: Number of days after which memories are considered faded (based on updated_at)
Returns:
- List of knowledge vault items matching the search criteria
+ List of knowledge items matching the search criteria
Note:
**For PostgreSQL users**: 'bm25' is now the recommended method for text-based searches as it uses
@@ -681,6 +686,9 @@ def list_knowledge(
- PostgreSQL 'bm25': Native DB search, very fast, scales well
- Fallback 'bm25' (SQLite): In-memory processing, slower for large datasets but still provides
proper BM25 ranking
+
+ **Memory decay**: When include_faded is False and fade_after_days is set, memories older than
+ the specified days (based on updated_at) will be excluded from results.
"""
# Extract organization_id from user for multi-tenant isolation
@@ -691,6 +699,18 @@ def list_knowledge(
query = query.strip() if query else ""
is_empty_query = not query or query == ""
+
+ # Apply memory decay filtering (fade cutoff based on updated_at)
+ fade_cutoff = None
+ if not include_faded and fade_after_days is not None:
+ from datetime import timedelta
+
+ fade_cutoff = datetime.now() - timedelta(days=fade_after_days)
+ logger.debug(
+ "Memory decay: applying fade cutoff at %s (%d days)",
+ fade_cutoff,
+ fade_after_days,
+ )
redis_client = get_redis_client()
@@ -708,7 +728,7 @@ def list_knowledge(
logger.debug("✅ Redis cache HIT: returned %d knowledge items", len(results))
# Clean Redis-specific fields before Pydantic validation
results = redis_client.clean_redis_fields(results)
- return [PydanticKnowledgeVaultItem(**item) for item in results]
+ return [PydanticKnowledgeItem(**item) for item in results]
# If no results, fall through to PostgreSQL (don't return empty list)
elif search_method == "embedding":
@@ -718,7 +738,7 @@ def list_knowledge(
[query], agent_state.embedding_config
)[0]
- # Knowledge vault only has caption_embedding
+ # Knowledge only has caption_embedding
results = redis_client.search_vector(
index_name=redis_client.KNOWLEDGE_INDEX,
embedding=embedded_text,
@@ -732,7 +752,7 @@ def list_knowledge(
logger.debug("✅ Redis vector search HIT: found %d knowledge items", len(results))
# Clean Redis-specific fields before Pydantic validation
results = redis_client.clean_redis_fields(results)
- return [PydanticKnowledgeVaultItem(**item) for item in results]
+ return [PydanticKnowledgeItem(**item) for item in results]
elif search_method in ["bm25", "string_match"]:
fields = [search_field] if search_field else ["caption", "secret_value"]
@@ -750,16 +770,16 @@ def list_knowledge(
logger.debug("✅ Redis text search HIT: found %d knowledge items", len(results))
# Clean Redis-specific fields before Pydantic validation
results = redis_client.clean_redis_fields(results)
- return [PydanticKnowledgeVaultItem(**item) for item in results]
+ return [PydanticKnowledgeItem(**item) for item in results]
except Exception as e:
- logger.warning("Redis search failed for knowledge vault, falling back to PostgreSQL: %s", e)
+ logger.warning("Redis search failed for knowledge, falling back to PostgreSQL: %s", e)
# Log when bypassing cache or Redis unavailable
if not use_cache:
- logger.debug("⏭️ Bypassing Redis cache (use_cache=False), querying PostgreSQL directly for knowledge vault")
+ logger.debug("⏭️ Bypassing Redis cache (use_cache=False), querying PostgreSQL directly for knowledge")
elif not redis_client:
- logger.debug("⚠️ Redis unavailable, querying PostgreSQL directly for knowledge vault")
+ logger.debug("⚠️ Redis unavailable, querying PostgreSQL directly for knowledge")
with self.session_maker() as session:
if query == "":
@@ -767,12 +787,12 @@ def list_knowledge(
from sqlalchemy import DateTime, cast, text
query_stmt = (
- select(KnowledgeVaultItem)
- .where(KnowledgeVaultItem.user_id == user.id)
- .where(KnowledgeVaultItem.organization_id == organization_id)
+ select(KnowledgeItem)
+ .where(KnowledgeItem.user_id == user.id)
+ .where(KnowledgeItem.organization_id == organization_id)
.order_by(
cast(
- text("knowledge_vault.last_modify ->> 'timestamp'"),
+ text("knowledge.last_modify ->> 'timestamp'"),
DateTime,
).desc()
)
@@ -780,49 +800,57 @@ def list_knowledge(
# Add sensitivity filter if provided
if sensitivity is not None:
query_stmt = query_stmt.where(
- KnowledgeVaultItem.sensitivity.in_(sensitivity)
+ KnowledgeItem.sensitivity.in_(sensitivity)
)
# Apply filter_tags if provided
if filter_tags:
for key, value in filter_tags.items():
- query_stmt = query_stmt.where(KnowledgeVaultItem.filter_tags[key].as_string() == str(value))
+ query_stmt = query_stmt.where(KnowledgeItem.filter_tags[key].as_string() == str(value))
+
+ # Apply memory decay filter (fade cutoff based on updated_at)
+ if fade_cutoff is not None:
+ query_stmt = query_stmt.where(KnowledgeItem.updated_at >= fade_cutoff)
if limit:
query_stmt = query_stmt.limit(limit)
result = session.execute(query_stmt)
- knowledge_vault = result.scalars().all()
- return [item.to_pydantic() for item in knowledge_vault]
+ knowledge = result.scalars().all()
+ return [item.to_pydantic() for item in knowledge]
else:
base_query = select(
- KnowledgeVaultItem.id.label("id"),
- KnowledgeVaultItem.created_at.label("created_at"),
- KnowledgeVaultItem.entry_type.label("entry_type"),
- KnowledgeVaultItem.source.label("source"),
- KnowledgeVaultItem.sensitivity.label("sensitivity"),
- KnowledgeVaultItem.secret_value.label("secret_value"),
- KnowledgeVaultItem.caption.label("caption"),
- KnowledgeVaultItem.organization_id.label("organization_id"),
- KnowledgeVaultItem.last_modify.label("last_modify"),
- KnowledgeVaultItem.user_id.label("user_id"),
- KnowledgeVaultItem.agent_id.label("agent_id"),
+ KnowledgeItem.id.label("id"),
+ KnowledgeItem.created_at.label("created_at"),
+ KnowledgeItem.entry_type.label("entry_type"),
+ KnowledgeItem.source.label("source"),
+ KnowledgeItem.sensitivity.label("sensitivity"),
+ KnowledgeItem.secret_value.label("secret_value"),
+ KnowledgeItem.caption.label("caption"),
+ KnowledgeItem.organization_id.label("organization_id"),
+ KnowledgeItem.last_modify.label("last_modify"),
+ KnowledgeItem.user_id.label("user_id"),
+ KnowledgeItem.agent_id.label("agent_id"),
).where(
- KnowledgeVaultItem.user_id == user.id
+ KnowledgeItem.user_id == user.id
).where(
- KnowledgeVaultItem.organization_id == organization_id
+ KnowledgeItem.organization_id == organization_id
)
# Add sensitivity filter to base query if provided
if sensitivity is not None:
base_query = base_query.where(
- KnowledgeVaultItem.sensitivity.in_(sensitivity)
+ KnowledgeItem.sensitivity.in_(sensitivity)
)
# Apply filter_tags if provided
if filter_tags:
for key, value in filter_tags.items():
- base_query = base_query.where(KnowledgeVaultItem.filter_tags[key].as_string() == str(value))
+ base_query = base_query.where(KnowledgeItem.filter_tags[key].as_string() == str(value))
+
+ # Apply memory decay filter (fade cutoff based on updated_at)
+ if fade_cutoff is not None:
+ base_query = base_query.where(KnowledgeItem.updated_at >= fade_cutoff)
if search_method == "embedding":
embed_query = True
@@ -835,14 +863,14 @@ def list_knowledge(
embed_query=embed_query,
embedding_config=embedding_config,
search_field=getattr(
- KnowledgeVaultItem, search_field + "_embedding"
+ KnowledgeItem, search_field + "_embedding"
),
- target_class=KnowledgeVaultItem,
+ target_class=KnowledgeItem,
similarity_threshold=similarity_threshold,
)
elif search_method == "string_match":
- search_field = getattr(KnowledgeVaultItem, search_field)
+ search_field = getattr(KnowledgeItem, search_field)
main_query = base_query.where(
func.lower(search_field).contains(func.lower(query))
)
@@ -863,14 +891,14 @@ def list_knowledge(
else:
# Fallback to in-memory BM25 for SQLite (legacy method)
# Load all candidate items (memory-intensive, kept for compatibility)
- fuzzy_query = select(KnowledgeVaultItem).where(
- KnowledgeVaultItem.user_id == user.id
+ fuzzy_query = select(KnowledgeItem).where(
+ KnowledgeItem.user_id == user.id
)
# Add sensitivity filter if provided
if sensitivity is not None:
fuzzy_query = fuzzy_query.where(
- KnowledgeVaultItem.sensitivity.in_(sensitivity)
+ KnowledgeItem.sensitivity.in_(sensitivity)
)
result = session.execute(fuzzy_query)
@@ -922,22 +950,22 @@ def list_knowledge(
# Get top items based on limit
top_items = [item for score, item in scored_items[:limit]]
- knowledge_vault = top_items
+ knowledge = top_items
# Return the list after converting to Pydantic
- return [item.to_pydantic() for item in knowledge_vault]
+ return [item.to_pydantic() for item in knowledge]
elif search_method == "fuzzy_match":
# Fuzzy matching: load all candidate items into memory,
# then compute fuzzy matching score using RapidFuzz.
- fuzzy_query = select(KnowledgeVaultItem).where(
- KnowledgeVaultItem.user_id == user.id
+ fuzzy_query = select(KnowledgeItem).where(
+ KnowledgeItem.user_id == user.id
)
# Add sensitivity filter if provided
if sensitivity is not None:
fuzzy_query = fuzzy_query.where(
- KnowledgeVaultItem.sensitivity.in_(sensitivity)
+ KnowledgeItem.sensitivity.in_(sensitivity)
)
result = session.execute(fuzzy_query)
@@ -966,45 +994,47 @@ def list_knowledge(
if limit:
main_query = main_query.limit(limit)
- knowledge_vault = []
+ knowledge = []
results = list(session.execute(main_query))
for row in results:
data = dict(row._mapping)
- knowledge_vault.append(KnowledgeVaultItem(**data))
+ knowledge.append(KnowledgeItem(**data))
- return [item.to_pydantic() for item in knowledge_vault]
+ return [item.to_pydantic() for item in knowledge]
@enforce_types
def delete_knowledge_by_id(
- self, knowledge_vault_item_id: str, actor: PydanticClient
+ self, knowledge_item_id: str, actor: PydanticClient
) -> None:
- """Delete a knowledge vault item by ID (removes from Redis cache)."""
+ """Delete a knowledge item by ID (removes from Redis cache)."""
with self.session_maker() as session:
try:
- item = KnowledgeVaultItem.read(
- db_session=session, identifier=knowledge_vault_item_id, actor=actor
+ item = KnowledgeItem.read(
+ db_session=session, identifier=knowledge_item_id, actor=actor
)
# Remove from Redis cache
from mirix.database.redis_client import get_redis_client
redis_client = get_redis_client()
if redis_client:
- redis_key = f"{redis_client.KNOWLEDGE_PREFIX}{knowledge_vault_item_id}"
+ redis_key = f"{redis_client.KNOWLEDGE_PREFIX}{knowledge_item_id}"
redis_client.delete(redis_key)
item.hard_delete(session)
+ from mirix.services.queue_trace_context import increment_memory_update_count
+ increment_memory_update_count("knowledge", "deleted")
except NoResultFound:
raise NoResultFound(
- f"Knowledge vault item with id {knowledge_vault_item_id} not found."
+ f"Knowledge item with id {knowledge_item_id} not found."
)
@enforce_types
def delete_by_client_id(self, actor: PydanticClient) -> int:
"""
- Bulk delete all knowledge vault records for a client (removes from Redis cache).
+ Bulk delete all knowledge records for a client (removes from Redis cache).
Optimized with single DB query and batch Redis deletion.
Args:
- actor: Client whose knowledge vault items to delete (uses actor.id as client_id)
+ actor: Client whose knowledge items to delete (uses actor.id as client_id)
Returns:
Number of records deleted
@@ -1013,8 +1043,8 @@ def delete_by_client_id(self, actor: PydanticClient) -> int:
with self.session_maker() as session:
# Get IDs for Redis cleanup (only fetch IDs, not full objects)
- item_ids = [row[0] for row in session.query(KnowledgeVaultItem.id).filter(
- KnowledgeVaultItem.client_id == actor.id
+ item_ids = [row[0] for row in session.query(KnowledgeItem.id).filter(
+ KnowledgeItem.client_id == actor.id
).all()]
count = len(item_ids)
@@ -1022,8 +1052,8 @@ def delete_by_client_id(self, actor: PydanticClient) -> int:
return 0
# Bulk delete in single query
- session.query(KnowledgeVaultItem).filter(
- KnowledgeVaultItem.client_id == actor.id
+ session.query(KnowledgeItem).filter(
+ KnowledgeItem.client_id == actor.id
).delete(synchronize_session=False)
session.commit()
@@ -1043,10 +1073,10 @@ def delete_by_client_id(self, actor: PydanticClient) -> int:
def soft_delete_by_client_id(self, actor: PydanticClient) -> int:
"""
- Bulk soft delete all knowledge vault records for a client (updates Redis cache).
+ Bulk soft delete all knowledge records for a client (updates Redis cache).
Args:
- actor: Client whose knowledge vault items to soft delete (uses actor.id as client_id)
+ actor: Client whose knowledge items to soft delete (uses actor.id as client_id)
Returns:
Number of records soft deleted
@@ -1055,9 +1085,9 @@ def soft_delete_by_client_id(self, actor: PydanticClient) -> int:
with self.session_maker() as session:
# Query all non-deleted records for this client (use actor.id)
- items = session.query(KnowledgeVaultItem).filter(
- KnowledgeVaultItem.client_id == actor.id,
- KnowledgeVaultItem.is_deleted == False
+ items = session.query(KnowledgeItem).filter(
+ KnowledgeItem.client_id == actor.id,
+ KnowledgeItem.is_deleted == False
).all()
count = len(items)
@@ -1089,10 +1119,10 @@ def soft_delete_by_client_id(self, actor: PydanticClient) -> int:
def soft_delete_by_user_id(self, user_id: str) -> int:
"""
- Bulk soft delete all knowledge vault records for a user (updates Redis cache).
+ Bulk soft delete all knowledge records for a user (updates Redis cache).
Args:
- user_id: ID of the user whose knowledge vault items to soft delete
+ user_id: ID of the user whose knowledge items to soft delete
Returns:
Number of records soft deleted
@@ -1101,9 +1131,9 @@ def soft_delete_by_user_id(self, user_id: str) -> int:
with self.session_maker() as session:
# Query all non-deleted records for this user
- items = session.query(KnowledgeVaultItem).filter(
- KnowledgeVaultItem.user_id == user_id,
- KnowledgeVaultItem.is_deleted == False
+ items = session.query(KnowledgeItem).filter(
+ KnowledgeItem.user_id == user_id,
+ KnowledgeItem.is_deleted == False
).all()
count = len(items)
@@ -1135,11 +1165,11 @@ def soft_delete_by_user_id(self, user_id: str) -> int:
def delete_by_user_id(self, user_id: str) -> int:
"""
- Bulk hard delete all knowledge vault records for a user (removes from Redis cache).
+ Bulk hard delete all knowledge records for a user (removes from Redis cache).
Optimized with single DB query and batch Redis deletion.
Args:
- user_id: ID of the user whose knowledge vault items to delete
+ user_id: ID of the user whose knowledge items to delete
Returns:
Number of records deleted
@@ -1148,8 +1178,8 @@ def delete_by_user_id(self, user_id: str) -> int:
with self.session_maker() as session:
# Get IDs for Redis cleanup (only fetch IDs, not full objects)
- item_ids = [row[0] for row in session.query(KnowledgeVaultItem.id).filter(
- KnowledgeVaultItem.user_id == user_id
+ item_ids = [row[0] for row in session.query(KnowledgeItem.id).filter(
+ KnowledgeItem.user_id == user_id
).all()]
count = len(item_ids)
@@ -1157,8 +1187,8 @@ def delete_by_user_id(self, user_id: str) -> int:
return 0
# Bulk delete in single query
- session.query(KnowledgeVaultItem).filter(
- KnowledgeVaultItem.user_id == user_id
+ session.query(KnowledgeItem).filter(
+ KnowledgeItem.user_id == user_id
).delete(synchronize_session=False)
session.commit()
@@ -1176,6 +1206,56 @@ def delete_by_user_id(self, user_id: str) -> int:
return count
+ def delete_expired_memories(
+ self,
+ user: PydanticUser,
+ expire_after_days: int,
+ ) -> int:
+ """
+ Delete knowledge items older than the specified number of days.
+
+ Args:
+ user: User who owns the memories
+ expire_after_days: Number of days after which memories are considered expired
+
+ Returns:
+ Number of deleted memories
+ """
+ from datetime import timedelta
+ from mirix.database.redis_client import get_redis_client
+
+ expire_cutoff = datetime.now() - timedelta(days=expire_after_days)
+
+ with self.session_maker() as session:
+ query = select(KnowledgeItem).where(
+ KnowledgeItem.user_id == user.id,
+ KnowledgeItem.updated_at < expire_cutoff,
+ )
+ result = session.execute(query)
+ expired_items = result.scalars().all()
+
+ count = len(expired_items)
+ item_ids = [item.id for item in expired_items]
+
+ for item in expired_items:
+ session.delete(item)
+
+ session.commit()
+
+ redis_client = get_redis_client()
+ if redis_client and item_ids:
+ redis_keys = [f"{redis_client.KNOWLEDGE_PREFIX}{item_id}" for item_id in item_ids]
+ if redis_keys:
+ redis_client.client.delete(*redis_keys)
+
+ logger.info(
+ "Deleted %d expired knowledge items for user %s (older than %d days)",
+ count,
+ user.id,
+ expire_after_days,
+ )
+ return count
+
@enforce_types
def list_knowledge_by_org(
self,
@@ -1191,8 +1271,8 @@ def list_knowledge_by_org(
filter_tags: Optional[dict] = None,
use_cache: bool = True,
similarity_threshold: Optional[float] = None,
- ) -> List[PydanticKnowledgeVaultItem]:
- """List knowledge vault items across ALL users in an organization."""
+ ) -> List[PydanticKnowledgeItem]:
+ """List knowledge items across ALL users in an organization."""
from mirix.database.redis_client import get_redis_client
redis_client = get_redis_client()
@@ -1208,7 +1288,7 @@ def list_knowledge_by_org(
)
if results:
results = redis_client.clean_redis_fields(results)
- return [PydanticKnowledgeVaultItem(**item) for item in results]
+ return [PydanticKnowledgeItem(**item) for item in results]
elif search_method == "embedding":
if embedded_text is None:
from mirix.embeddings import embedding_model
@@ -1233,7 +1313,7 @@ def list_knowledge_by_org(
)
if results:
results = redis_client.clean_redis_fields(results)
- return [PydanticKnowledgeVaultItem(**item) for item in results]
+ return [PydanticKnowledgeItem(**item) for item in results]
else:
results = redis_client.search_text_by_org(
index_name=redis_client.KNOWLEDGE_INDEX,
@@ -1246,18 +1326,18 @@ def list_knowledge_by_org(
)
if results:
results = redis_client.clean_redis_fields(results)
- return [PydanticKnowledgeVaultItem(**item) for item in results]
+ return [PydanticKnowledgeItem(**item) for item in results]
except Exception as e:
logger.warning("Redis search failed: %s", e)
with self.session_maker() as session:
- # Return full KnowledgeVaultItem objects, not individual columns
- base_query = select(KnowledgeVaultItem).where(
- KnowledgeVaultItem.organization_id == organization_id
+ # Return full KnowledgeItem objects, not individual columns
+ base_query = select(KnowledgeItem).where(
+ KnowledgeItem.organization_id == organization_id
)
if sensitivity is not None:
- base_query = base_query.where(KnowledgeVaultItem.sensitivity.in_(sensitivity))
+ base_query = base_query.where(KnowledgeItem.sensitivity.in_(sensitivity))
if filter_tags:
from sqlalchemy import func, or_
@@ -1266,17 +1346,17 @@ def list_knowledge_by_org(
# Scope matching: input value must be in memory's scope field
base_query = base_query.where(
or_(
- func.lower(KnowledgeVaultItem.filter_tags[key].as_string()).contains(str(value).lower()),
- KnowledgeVaultItem.filter_tags[key].as_string() == str(value)
+ func.lower(KnowledgeItem.filter_tags[key].as_string()).contains(str(value).lower()),
+ KnowledgeItem.filter_tags[key].as_string() == str(value)
)
)
else:
# Other keys: exact match
- base_query = base_query.where(KnowledgeVaultItem.filter_tags[key].as_string() == str(value))
+ base_query = base_query.where(KnowledgeItem.filter_tags[key].as_string() == str(value))
# Handle empty query - fall back to recent sort
if not query or query == "":
- base_query = base_query.order_by(KnowledgeVaultItem.created_at.desc())
+ base_query = base_query.order_by(KnowledgeItem.created_at.desc())
if limit:
base_query = base_query.limit(limit)
result = session.execute(base_query)
@@ -1292,9 +1372,9 @@ def list_knowledge_by_org(
# Determine which embedding field to search
if search_field == "caption":
- embedding_field = KnowledgeVaultItem.caption_embedding
+ embedding_field = KnowledgeItem.caption_embedding
else:
- embedding_field = KnowledgeVaultItem.caption_embedding
+ embedding_field = KnowledgeItem.caption_embedding
embedding_query_field = embedding_field.cosine_distance(embedded_text).label("distance")
base_query = base_query.add_columns(embedding_query_field)
@@ -1311,11 +1391,11 @@ def list_knowledge_by_org(
# Determine search field
if search_field == "caption":
- text_field = KnowledgeVaultItem.caption
+ text_field = KnowledgeItem.caption
elif search_field == "secret_value":
- text_field = KnowledgeVaultItem.secret_value
+ text_field = KnowledgeItem.secret_value
else:
- text_field = KnowledgeVaultItem.caption
+ text_field = KnowledgeItem.caption
tsquery = func.plainto_tsquery("english", query)
tsvector = func.to_tsvector("english", text_field)
diff --git a/mirix/services/memory_agent_tool_call_trace_manager.py b/mirix/services/memory_agent_tool_call_trace_manager.py
new file mode 100644
index 00000000..9715a668
--- /dev/null
+++ b/mirix/services/memory_agent_tool_call_trace_manager.py
@@ -0,0 +1,60 @@
+import datetime as dt
+from datetime import datetime
+from typing import Optional
+
+from mirix.orm.memory_agent_tool_call import MemoryAgentToolCall
+from mirix.schemas.client import Client as PydanticClient
+from mirix.schemas.memory_agent_tool_call import (
+ MemoryAgentToolCall as PydanticMemoryAgentToolCall,
+)
+from mirix.utils import generate_unique_short_id
+
+
+class MemoryAgentToolCallTraceManager:
+ def __init__(self):
+ from mirix.server.server import db_context
+
+ self.session_maker = db_context
+
+ def start_tool_call(
+ self,
+ agent_trace_id: str,
+ function_name: str,
+ function_args: Optional[dict],
+ tool_call_id: Optional[str] = None,
+ actor: Optional[PydanticClient] = None,
+ ) -> PydanticMemoryAgentToolCall:
+ trace_id = generate_unique_short_id(
+ self.session_maker, MemoryAgentToolCall, "mtc"
+ )
+ trace = MemoryAgentToolCall(
+ id=trace_id,
+ agent_trace_id=agent_trace_id,
+ tool_call_id=tool_call_id,
+ function_name=function_name,
+ function_args=function_args,
+ status="running",
+ started_at=datetime.now(dt.timezone.utc),
+ )
+ with self.session_maker() as session:
+ trace.create(session, actor=actor)
+ return trace.to_pydantic()
+
+ def finish_tool_call(
+ self,
+ trace_id: str,
+ success: bool,
+ response_text: Optional[str] = None,
+ error_message: Optional[str] = None,
+ actor: Optional[PydanticClient] = None,
+ ) -> None:
+ with self.session_maker() as session:
+ trace = session.get(MemoryAgentToolCall, trace_id)
+ if not trace:
+ return
+ trace.status = "completed" if success else "failed"
+ trace.success = success
+ trace.response_text = response_text
+ trace.error_message = error_message
+ trace.completed_at = datetime.now(dt.timezone.utc)
+ trace.update(session, actor=actor)
diff --git a/mirix/services/memory_agent_trace_manager.py b/mirix/services/memory_agent_trace_manager.py
new file mode 100644
index 00000000..8bb28bcc
--- /dev/null
+++ b/mirix/services/memory_agent_trace_manager.py
@@ -0,0 +1,103 @@
+import datetime as dt
+from datetime import datetime
+from typing import Dict, List, Optional
+
+from mirix.orm.memory_agent_trace import MemoryAgentTrace
+from mirix.schemas.agent import AgentState
+from mirix.schemas.client import Client as PydanticClient
+from mirix.schemas.memory_agent_trace import MemoryAgentTrace as PydanticMemoryAgentTrace
+from mirix.utils import generate_unique_short_id
+
+
+class MemoryAgentTraceManager:
+ def __init__(self):
+ from mirix.server.server import db_context
+
+ self.session_maker = db_context
+
+ def start_trace(
+ self,
+ queue_trace_id: Optional[str],
+ parent_trace_id: Optional[str],
+ agent_state: AgentState,
+ actor: Optional[PydanticClient],
+ ) -> PydanticMemoryAgentTrace:
+ trace_id = generate_unique_short_id(
+ self.session_maker, MemoryAgentTrace, "mat"
+ )
+ trace = MemoryAgentTrace(
+ id=trace_id,
+ queue_trace_id=queue_trace_id,
+ parent_trace_id=parent_trace_id,
+ agent_id=agent_state.id,
+ agent_type=agent_state.agent_type.value
+ if hasattr(agent_state.agent_type, "value")
+ else str(agent_state.agent_type),
+ agent_name=agent_state.name,
+ organization_id=actor.organization_id if actor else None,
+ status="running",
+ started_at=datetime.now(dt.timezone.utc),
+ )
+ with self.session_maker() as session:
+ trace.create(session, actor=actor)
+ return trace.to_pydantic()
+
+ def finish_trace(
+ self,
+ trace_id: str,
+ success: bool,
+ error_message: Optional[str] = None,
+ memory_update_counts: Optional[Dict[str, Dict[str, int]]] = None,
+ actor: Optional[PydanticClient] = None,
+ ) -> None:
+ with self.session_maker() as session:
+ trace = session.get(MemoryAgentTrace, trace_id)
+ if not trace:
+ return
+ trace.status = "completed" if success else "failed"
+ trace.success = success
+ trace.error_message = error_message
+ trace.completed_at = datetime.now(dt.timezone.utc)
+ if memory_update_counts is not None:
+ trace.memory_update_counts = memory_update_counts
+ trace.update(session, actor=actor)
+
+ def append_assistant_message(
+ self,
+ trace_id: str,
+ content: Optional[str],
+ reasoning_content: Optional[str],
+ tool_calls: Optional[List[str]] = None,
+ actor: Optional[PydanticClient] = None,
+ ) -> None:
+ if not content and not reasoning_content:
+ return
+ message_entry = {
+ "timestamp": datetime.now(dt.timezone.utc).isoformat(),
+ "content": content,
+ "reasoning_content": reasoning_content,
+ "tool_calls": tool_calls or [],
+ }
+ with self.session_maker() as session:
+ trace = session.get(MemoryAgentTrace, trace_id)
+ if not trace:
+ return
+ assistant_messages = trace.assistant_messages or []
+ assistant_messages.append(message_entry)
+ trace.assistant_messages = assistant_messages
+ trace.update(session, actor=actor)
+
+ def set_triggered_memory_types(
+ self,
+ trace_id: str,
+ memory_types: Optional[List[str]],
+ actor: Optional[PydanticClient] = None,
+ ) -> None:
+ if not memory_types:
+ return
+ with self.session_maker() as session:
+ trace = session.get(MemoryAgentTrace, trace_id)
+ if not trace:
+ return
+ trace.triggered_memory_types = list(memory_types)
+ trace.update(session, actor=actor)
diff --git a/mirix/services/memory_queue_trace_manager.py b/mirix/services/memory_queue_trace_manager.py
new file mode 100644
index 00000000..6d0e507e
--- /dev/null
+++ b/mirix/services/memory_queue_trace_manager.py
@@ -0,0 +1,115 @@
+import datetime as dt
+from datetime import datetime
+from typing import Dict, Optional
+
+from mirix.orm.memory_agent_trace import MemoryAgentTrace
+from mirix.orm.memory_queue_trace import MemoryQueueTrace
+from mirix.schemas.client import Client as PydanticClient
+from mirix.schemas.memory_queue_trace import MemoryQueueTrace as PydanticMemoryQueueTrace
+from mirix.utils import generate_unique_short_id
+
+
+class MemoryQueueTraceManager:
+ def __init__(self):
+ from mirix.server.server import db_context
+
+ self.session_maker = db_context
+
+ def create_trace(
+ self,
+ actor: Optional[PydanticClient],
+ agent_id: Optional[str],
+ user_id: Optional[str],
+ message_count: int,
+ ) -> PydanticMemoryQueueTrace:
+ trace_id = generate_unique_short_id(
+ self.session_maker, MemoryQueueTrace, "mqt"
+ )
+ trace = MemoryQueueTrace(
+ id=trace_id,
+ organization_id=actor.organization_id if actor else None,
+ client_id=actor.id if actor else None,
+ user_id=user_id,
+ agent_id=agent_id,
+ status="queued",
+ queued_at=datetime.now(dt.timezone.utc),
+ message_count=message_count,
+ )
+ with self.session_maker() as session:
+ trace.create(session, actor=actor)
+ return trace.to_pydantic()
+
+ def mark_started(self, trace_id: str, actor: Optional[PydanticClient] = None) -> None:
+ with self.session_maker() as session:
+ trace = session.get(MemoryQueueTrace, trace_id)
+ if not trace:
+ return
+ trace.status = "processing"
+ trace.started_at = datetime.now(dt.timezone.utc)
+ trace.update(session, actor=actor)
+
+ def mark_completed(
+ self,
+ trace_id: str,
+ success: bool,
+ error_message: Optional[str] = None,
+ memory_update_counts: Optional[Dict[str, Dict[str, int]]] = None,
+ actor: Optional[PydanticClient] = None,
+ ) -> None:
+ with self.session_maker() as session:
+ trace = session.get(MemoryQueueTrace, trace_id)
+ if not trace:
+ return
+ trace.status = "completed" if success else "failed"
+ trace.success = success
+ trace.error_message = error_message
+ trace.completed_at = datetime.now(dt.timezone.utc)
+ if memory_update_counts is not None:
+ trace.memory_update_counts = memory_update_counts
+ trace.update(session, actor=actor)
+
+ def set_meta_agent_output(
+ self,
+ trace_id: str,
+ output_text: Optional[str],
+ actor: Optional[PydanticClient] = None,
+ ) -> None:
+ if not output_text:
+ return
+ with self.session_maker() as session:
+ trace = session.get(MemoryQueueTrace, trace_id)
+ if not trace:
+ return
+ trace.meta_agent_output = output_text
+ trace.update(session, actor=actor)
+
+ def set_triggered_memory_types(
+ self,
+ trace_id: str,
+ memory_types: Optional[list],
+ actor: Optional[PydanticClient] = None,
+ ) -> None:
+ if not memory_types:
+ return
+ with self.session_maker() as session:
+ trace = session.get(MemoryQueueTrace, trace_id)
+ if not trace:
+ return
+ trace.triggered_memory_types = list(memory_types)
+ trace.update(session, actor=actor)
+
+ def aggregate_memory_update_counts(
+ self, trace_id: str
+ ) -> Dict[str, Dict[str, int]]:
+ aggregated: Dict[str, Dict[str, int]] = {}
+ with self.session_maker() as session:
+ traces = session.query(MemoryAgentTrace).filter(
+ MemoryAgentTrace.queue_trace_id == trace_id
+ )
+ for trace in traces:
+ counts = trace.memory_update_counts or {}
+ for memory_type, ops in counts.items():
+ agg_ops = aggregated.setdefault(memory_type, {})
+ for op_name, op_count in ops.items():
+ agg_ops[op_name] = agg_ops.get(op_name, 0) + op_count
+ return aggregated
diff --git a/mirix/services/procedural_memory_manager.py b/mirix/services/procedural_memory_manager.py
index 5d569033..43a6d3df 100755
--- a/mirix/services/procedural_memory_manager.py
+++ b/mirix/services/procedural_memory_manager.py
@@ -1,13 +1,13 @@
import json
import re
import string
+from datetime import datetime
from typing import Any, Dict, List, Optional
from rank_bm25 import BM25Okapi
from rapidfuzz import fuzz
from sqlalchemy import func, select, text
-from mirix.constants import BUILD_EMBEDDINGS_FOR_MEMORY
from mirix.embeddings import embedding_model
from mirix.orm.errors import NoResultFound
from mirix.orm.procedural_memory import ProceduralMemoryItem
@@ -537,6 +537,8 @@ def update_item(
setattr(item, k, v)
# updated_at is automatically set to current UTC time by item.update()
item.update_with_redis(session, actor=user) # ⭐ Updates Redis JSON cache
+ from mirix.services.queue_trace_context import increment_memory_update_count
+ increment_memory_update_count("procedural", "updated")
return item.to_pydantic()
@enforce_types
@@ -571,8 +573,10 @@ def list_procedures(
timezone_str: str = None,
filter_tags: Optional[dict] = None,
use_cache: bool = True,
+ include_faded: bool = False,
+ fade_after_days: Optional[int] = None,
similarity_threshold: Optional[float] = None,
- ) -> List[PydanticProceduralMemoryItem]:
+ ) -> List[PydanticProceduralMemoryItem]:
"""
List procedural memory items with various search methods.
@@ -590,6 +594,8 @@ def list_procedures(
limit: Maximum number of results to return
timezone_str: Timezone string for timestamp conversion
use_cache: If True, try Redis cache first. If False, skip cache and query PostgreSQL directly.
+ include_faded: If False (default), exclude memories older than fade_after_days
+ fade_after_days: Number of days after which memories are considered faded (based on updated_at)
Returns:
List of procedural memory items matching the search criteria
@@ -605,7 +611,21 @@ def list_procedures(
- PostgreSQL 'bm25': Native DB search, very fast, scales well
- Fallback 'bm25' (SQLite): In-memory processing, slower for large datasets but still provides
proper BM25 ranking
+
+ **Memory decay**: When include_faded is False and fade_after_days is set, memories older than
+ the specified days (based on updated_at) will be excluded from results.
"""
+ # Apply memory decay filtering (fade cutoff based on updated_at)
+ fade_cutoff = None
+ if not include_faded and fade_after_days is not None:
+ from datetime import timedelta
+
+ fade_cutoff = datetime.now() - timedelta(days=fade_after_days)
+ logger.debug(
+ "Memory decay: applying fade cutoff at %s (%d days)",
+ fade_cutoff,
+ fade_after_days,
+ )
query = query.strip() if query else ""
is_empty_query = not query or query == ""
@@ -701,7 +721,11 @@ def list_procedures(
if filter_tags:
for key, value in filter_tags.items():
query_stmt = query_stmt.where(ProceduralMemoryItem.filter_tags[key].as_string() == str(value))
-
+
+ # Apply memory decay filter (fade cutoff based on updated_at)
+ if fade_cutoff is not None:
+ query_stmt = query_stmt.where(ProceduralMemoryItem.updated_at >= fade_cutoff)
+
if limit:
query_stmt = query_stmt.limit(limit)
result = session.execute(query_stmt)
@@ -733,6 +757,10 @@ def list_procedures(
for key, value in filter_tags.items():
base_query = base_query.where(ProceduralMemoryItem.filter_tags[key].as_string() == str(value))
+ # Apply memory decay filter (fade cutoff based on updated_at)
+ if fade_cutoff is not None:
+ base_query = base_query.where(ProceduralMemoryItem.updated_at >= fade_cutoff)
+
if search_method == "embedding":
main_query = build_query(
base_query=base_query,
@@ -909,7 +937,7 @@ def insert_procedure(
) -> PydanticProceduralMemoryItem:
try:
# Conditionally calculate embeddings based on BUILD_EMBEDDINGS_FOR_MEMORY flag
- if BUILD_EMBEDDINGS_FOR_MEMORY:
+ if settings.build_embeddings_for_memory:
# TODO: need to check if we need to chunk the text
embed_model = embedding_model(agent_state.embedding_config)
summary_embedding = embed_model.get_text_embedding(summary)
@@ -920,7 +948,7 @@ def insert_procedure(
steps_embedding = None
embedding_config = None
- # Set client_id from actor, user_id with fallback to DEFAULT_USER_ID
+ # Set client_id from actor, user_id with fallback to admin user
from mirix.services.user_manager import UserManager
client_id = actor.id # Always derive from actor
@@ -945,6 +973,8 @@ def insert_procedure(
user_id=user_id,
use_cache=use_cache,
)
+ from mirix.services.queue_trace_context import increment_memory_update_count
+ increment_memory_update_count("procedural", "created")
return procedure
except Exception as e:
@@ -964,6 +994,8 @@ def delete_procedure_by_id(self, procedure_id: str, actor: PydanticClient) -> No
redis_key = f"{redis_client.PROCEDURAL_PREFIX}{procedure_id}"
redis_client.delete(redis_key)
item.hard_delete(session)
+ from mirix.services.queue_trace_context import increment_memory_update_count
+ increment_memory_update_count("procedural", "deleted")
except NoResultFound:
raise NoResultFound(
f"Procedural memory item with id {procedure_id} not found."
@@ -1148,6 +1180,56 @@ def delete_by_user_id(self, user_id: str) -> int:
return count
+ def delete_expired_memories(
+ self,
+ user: PydanticUser,
+ expire_after_days: int,
+ ) -> int:
+ """
+ Delete procedural memories older than the specified number of days.
+
+ Args:
+ user: User who owns the memories
+ expire_after_days: Number of days after which memories are considered expired
+
+ Returns:
+ Number of deleted memories
+ """
+ from datetime import timedelta
+ from mirix.database.redis_client import get_redis_client
+
+ expire_cutoff = datetime.now() - timedelta(days=expire_after_days)
+
+ with self.session_maker() as session:
+ query = select(ProceduralMemoryItem).where(
+ ProceduralMemoryItem.user_id == user.id,
+ ProceduralMemoryItem.updated_at < expire_cutoff,
+ )
+ result = session.execute(query)
+ expired_items = result.scalars().all()
+
+ count = len(expired_items)
+ item_ids = [item.id for item in expired_items]
+
+ for item in expired_items:
+ session.delete(item)
+
+ session.commit()
+
+ redis_client = get_redis_client()
+ if redis_client and item_ids:
+ redis_keys = [f"{redis_client.PROCEDURAL_PREFIX}{item_id}" for item_id in item_ids]
+ if redis_keys:
+ redis_client.client.delete(*redis_keys)
+
+ logger.info(
+ "Deleted %d expired procedural memories for user %s (older than %d days)",
+ count,
+ user.id,
+ expire_after_days,
+ )
+ return count
+
@update_timezone
@enforce_types
def list_procedures_by_org(
diff --git a/mirix/services/queue_trace_context.py b/mirix/services/queue_trace_context.py
new file mode 100644
index 00000000..37cd5a93
--- /dev/null
+++ b/mirix/services/queue_trace_context.py
@@ -0,0 +1,74 @@
+import contextvars
+from typing import Dict, Optional
+
+queue_trace_id_var: contextvars.ContextVar[Optional[str]] = contextvars.ContextVar(
+ "queue_trace_id", default=None
+)
+agent_trace_id_var: contextvars.ContextVar[Optional[str]] = contextvars.ContextVar(
+ "agent_trace_id", default=None
+)
+parent_agent_trace_id_var: contextvars.ContextVar[Optional[str]] = (
+ contextvars.ContextVar("parent_agent_trace_id", default=None)
+)
+memory_update_counts_var: contextvars.ContextVar[Optional[Dict[str, Dict[str, int]]]] = (
+ contextvars.ContextVar("memory_update_counts", default=None)
+)
+
+
+def set_queue_trace_id(trace_id: Optional[str]):
+ return queue_trace_id_var.set(trace_id)
+
+
+def reset_queue_trace_id(token):
+ queue_trace_id_var.reset(token)
+
+
+def get_queue_trace_id() -> Optional[str]:
+ return queue_trace_id_var.get()
+
+
+def set_agent_trace_id(trace_id: Optional[str]):
+ return agent_trace_id_var.set(trace_id)
+
+
+def reset_agent_trace_id(token):
+ agent_trace_id_var.reset(token)
+
+
+def get_agent_trace_id() -> Optional[str]:
+ return agent_trace_id_var.get()
+
+
+def set_parent_agent_trace_id(trace_id: Optional[str]):
+ return parent_agent_trace_id_var.set(trace_id)
+
+
+def reset_parent_agent_trace_id(token):
+ parent_agent_trace_id_var.reset(token)
+
+
+def get_parent_agent_trace_id() -> Optional[str]:
+ return parent_agent_trace_id_var.get()
+
+
+def init_memory_update_counts():
+ return memory_update_counts_var.set({})
+
+
+def reset_memory_update_counts(token):
+ memory_update_counts_var.reset(token)
+
+
+def get_memory_update_counts() -> Dict[str, Dict[str, int]]:
+ return memory_update_counts_var.get() or {}
+
+
+def increment_memory_update_count(
+ memory_type: str, operation: str, count: int = 1
+) -> None:
+ counts = memory_update_counts_var.get()
+ if counts is None:
+ return
+ type_counts = counts.setdefault(memory_type, {})
+ type_counts[operation] = type_counts.get(operation, 0) + count
+ memory_update_counts_var.set(counts)
diff --git a/mirix/services/resource_memory_manager.py b/mirix/services/resource_memory_manager.py
index 66a7ec64..b167a611 100755
--- a/mirix/services/resource_memory_manager.py
+++ b/mirix/services/resource_memory_manager.py
@@ -1,12 +1,12 @@
import json
import re
import string
+from datetime import datetime
from typing import List, Optional
from rank_bm25 import BM25Okapi
from sqlalchemy import func, select, text
-from mirix.constants import BUILD_EMBEDDINGS_FOR_MEMORY
from mirix.embeddings import embedding_model
from mirix.helpers.converters import deserialize_vector
from mirix.log import get_logger
@@ -489,6 +489,8 @@ def update_item(
setattr(item, k, v)
# updated_at is automatically set to current UTC time by item.update()
item.update_with_redis(session, actor=user) # ⭐ Updates Redis JSON cache
+ from mirix.services.queue_trace_context import increment_memory_update_count
+ increment_memory_update_count("resource", "updated")
return item.to_pydantic()
@enforce_types
@@ -524,6 +526,8 @@ def list_resources(
timezone_str: str = None,
filter_tags: Optional[dict] = None,
use_cache: bool = True,
+ include_faded: bool = False,
+ fade_after_days: Optional[int] = None,
similarity_threshold: Optional[float] = None,
) -> List[PydanticResourceMemoryItem]:
"""
@@ -542,6 +546,8 @@ def list_resources(
- 'fuzzy_match': Fuzzy string matching (not implemented)
limit: Maximum number of results to return
timezone_str: Timezone string for timestamp conversion
+ include_faded: If False (default), exclude memories older than fade_after_days
+ fade_after_days: Number of days after which memories are considered faded (based on updated_at)
Returns:
List of resource memory items matching the search criteria
@@ -557,8 +563,23 @@ def list_resources(
- PostgreSQL 'bm25': Native DB search, very fast, scales well
- Fallback 'bm25' (SQLite): In-memory processing, slower for large datasets but still provides
proper BM25 ranking
+
+ **Memory decay**: When include_faded is False and fade_after_days is set, memories older than
+ the specified days (based on updated_at) will be excluded from results.
"""
+ # Apply memory decay filtering (fade cutoff based on updated_at)
+ fade_cutoff = None
+ if not include_faded and fade_after_days is not None:
+ from datetime import timedelta
+
+ fade_cutoff = datetime.now() - timedelta(days=fade_after_days)
+ logger.debug(
+ "Memory decay: applying fade cutoff at %s (%d days)",
+ fade_cutoff,
+ fade_after_days,
+ )
+
# Extract organization_id from user for multi-tenant isolation
organization_id = user.organization_id
@@ -658,6 +679,10 @@ def list_resources(
if filter_tags:
for key, value in filter_tags.items():
query_stmt = query_stmt.where(ResourceMemoryItem.filter_tags[key].as_string() == str(value))
+
+ # Apply memory decay filter (fade cutoff based on updated_at)
+ if fade_cutoff is not None:
+ query_stmt = query_stmt.where(ResourceMemoryItem.updated_at >= fade_cutoff)
if limit:
query_stmt = query_stmt.limit(limit)
@@ -689,6 +714,10 @@ def list_resources(
for key, value in filter_tags.items():
base_query = base_query.where(ResourceMemoryItem.filter_tags[key].as_string() == str(value))
+ # Apply memory decay filter (fade cutoff based on updated_at)
+ if fade_cutoff is not None:
+ base_query = base_query.where(ResourceMemoryItem.updated_at >= fade_cutoff)
+
if search_method == "string_match":
main_query = base_query.where(
func.lower(getattr(ResourceMemoryItem, search_field)).contains(
@@ -815,7 +844,7 @@ def insert_resource(
"""Create a new resource memory item."""
try:
# Conditionally calculate embeddings based on BUILD_EMBEDDINGS_FOR_MEMORY flag
- if BUILD_EMBEDDINGS_FOR_MEMORY:
+ if settings.build_embeddings_for_memory:
embed_model = embedding_model(agent_state.embedding_config)
summary_embedding = embed_model.get_text_embedding(summary)
embedding_config = agent_state.embedding_config
@@ -823,7 +852,7 @@ def insert_resource(
summary_embedding = None
embedding_config = None
- # Set client_id from actor, user_id with fallback to DEFAULT_USER_ID
+ # Set client_id from actor, user_id with fallback to admin user
from mirix.services.user_manager import UserManager
client_id = actor.id # Always derive from actor
@@ -848,6 +877,8 @@ def insert_resource(
user_id=user_id,
use_cache=use_cache,
)
+ from mirix.services.queue_trace_context import increment_memory_update_count
+ increment_memory_update_count("resource", "created")
return resource
except Exception as e:
@@ -868,6 +899,8 @@ def delete_resource_by_id(self, resource_id: str, actor: PydanticClient) -> None
redis_key = f"{redis_client.RESOURCE_PREFIX}{resource_id}"
redis_client.delete(redis_key)
item.hard_delete(session)
+ from mirix.services.queue_trace_context import increment_memory_update_count
+ increment_memory_update_count("resource", "deleted")
except NoResultFound:
raise NoResultFound(
f"Resource Memory record with id {resource_id} not found."
@@ -1052,6 +1085,56 @@ def delete_by_user_id(self, user_id: str) -> int:
return count
+ def delete_expired_memories(
+ self,
+ user: PydanticUser,
+ expire_after_days: int,
+ ) -> int:
+ """
+ Delete resource memories older than the specified number of days.
+
+ Args:
+ user: User who owns the memories
+ expire_after_days: Number of days after which memories are considered expired
+
+ Returns:
+ Number of deleted memories
+ """
+ from datetime import timedelta
+ from mirix.database.redis_client import get_redis_client
+
+ expire_cutoff = datetime.now() - timedelta(days=expire_after_days)
+
+ with self.session_maker() as session:
+ query = select(ResourceMemoryItem).where(
+ ResourceMemoryItem.user_id == user.id,
+ ResourceMemoryItem.updated_at < expire_cutoff,
+ )
+ result = session.execute(query)
+ expired_items = result.scalars().all()
+
+ count = len(expired_items)
+ item_ids = [item.id for item in expired_items]
+
+ for item in expired_items:
+ session.delete(item)
+
+ session.commit()
+
+ redis_client = get_redis_client()
+ if redis_client and item_ids:
+ redis_keys = [f"{redis_client.RESOURCE_PREFIX}{item_id}" for item_id in item_ids]
+ if redis_keys:
+ redis_client.client.delete(*redis_keys)
+
+ logger.info(
+ "Deleted %d expired resource memories for user %s (older than %d days)",
+ count,
+ user.id,
+ expire_after_days,
+ )
+ return count
+
@update_timezone
@enforce_types
def list_resources_by_org(
diff --git a/mirix/services/self_reflection_service.py b/mirix/services/self_reflection_service.py
new file mode 100644
index 00000000..ba1cc469
--- /dev/null
+++ b/mirix/services/self_reflection_service.py
@@ -0,0 +1,487 @@
+from __future__ import annotations
+
+from datetime import datetime, timezone
+from typing import Any, Dict, Iterable, List, Optional, Sequence, Tuple, Type, TypeVar
+
+from sqlalchemy import and_, desc, select
+
+from mirix.log import get_logger
+from mirix.orm.block import Block as BlockModel
+from mirix.orm.episodic_memory import EpisodicEvent
+from mirix.orm.knowledge import KnowledgeItem
+from mirix.orm.procedural_memory import ProceduralMemoryItem
+from mirix.orm.resource_memory import ResourceMemoryItem
+from mirix.orm.semantic_memory import SemanticMemoryItem
+
+logger = get_logger(__name__)
+
+T = TypeVar("T")
+
+
+def retrieve_memories_by_updated_at_range(
+ *,
+ server: Any,
+ user: Any,
+ start_time: Optional[datetime],
+ end_time: datetime,
+ limit: int = 100,
+) -> Dict[str, Dict[str, Any]]:
+ """
+ Retrieve memories updated between start_time and end_time (inclusive of end_time).
+
+ Notes:
+ - Uses DB-level `updated_at` timestamps (not `last_modify` JSON timestamps).
+ - Applies `limit` per memory type to avoid building unbounded prompts.
+ """
+ if end_time.tzinfo is None:
+ raise ValueError("end_time must be timezone-aware")
+ if start_time is not None and start_time.tzinfo is None:
+ raise ValueError("start_time must be timezone-aware when provided")
+
+ if limit <= 0:
+ raise ValueError("limit must be a positive integer")
+
+ core = _list_updated_between(
+ session_maker=server.block_manager.session_maker,
+ model=BlockModel,
+ user=user,
+ start_time=start_time,
+ end_time=end_time,
+ limit=limit,
+ )
+ episodic = _list_updated_between(
+ session_maker=server.episodic_memory_manager.session_maker,
+ model=EpisodicEvent,
+ user=user,
+ start_time=start_time,
+ end_time=end_time,
+ limit=limit,
+ )
+ semantic = _list_updated_between(
+ session_maker=server.semantic_memory_manager.session_maker,
+ model=SemanticMemoryItem,
+ user=user,
+ start_time=start_time,
+ end_time=end_time,
+ limit=limit,
+ )
+ resource = _list_updated_between(
+ session_maker=server.resource_memory_manager.session_maker,
+ model=ResourceMemoryItem,
+ user=user,
+ start_time=start_time,
+ end_time=end_time,
+ limit=limit,
+ )
+ knowledge = _list_updated_between(
+ session_maker=server.knowledge_memory_manager.session_maker,
+ model=KnowledgeItem,
+ user=user,
+ start_time=start_time,
+ end_time=end_time,
+ limit=limit,
+ )
+ procedural = _list_updated_between(
+ session_maker=server.procedural_memory_manager.session_maker,
+ model=ProceduralMemoryItem,
+ user=user,
+ start_time=start_time,
+ end_time=end_time,
+ limit=limit,
+ )
+
+ return {
+ "core": {"total_count": len(core), "items": [_serialize_core_block(b) for b in core]},
+ "episodic": {
+ "total_count": len(episodic),
+ "items": [_serialize_episodic_event(e) for e in episodic],
+ },
+ "semantic": {
+ "total_count": len(semantic),
+ "items": [_serialize_semantic_item(i) for i in semantic],
+ },
+ "resource": {
+ "total_count": len(resource),
+ "items": [_serialize_resource_item(i) for i in resource],
+ },
+ "knowledge": {
+ "total_count": len(knowledge),
+ "items": [_serialize_knowledge_item(i) for i in knowledge],
+ },
+ "procedural": {
+ "total_count": len(procedural),
+ "items": [_serialize_procedural_item(i) for i in procedural],
+ },
+ }
+
+
+def retrieve_specific_memories_by_ids(
+ *,
+ server: Any,
+ user: Any,
+ core_ids: Optional[List[str]] = None,
+ episodic_ids: Optional[List[str]] = None,
+ semantic_ids: Optional[List[str]] = None,
+ resource_ids: Optional[List[str]] = None,
+ knowledge_ids: Optional[List[str]] = None,
+ procedural_ids: Optional[List[str]] = None,
+) -> Dict[str, Dict[str, Any]]:
+ """
+ Retrieve only the memories specified by ID lists.
+
+ Missing IDs are ignored (no exception raised) to keep the endpoint ergonomic.
+ """
+ core_models = _list_by_ids(
+ session_maker=server.block_manager.session_maker,
+ model=BlockModel,
+ user=user,
+ ids=_dedupe_preserve_order(core_ids or []),
+ )
+ episodic_models = _list_by_ids(
+ session_maker=server.episodic_memory_manager.session_maker,
+ model=EpisodicEvent,
+ user=user,
+ ids=_dedupe_preserve_order(episodic_ids or []),
+ )
+ semantic_models = _list_by_ids(
+ session_maker=server.semantic_memory_manager.session_maker,
+ model=SemanticMemoryItem,
+ user=user,
+ ids=_dedupe_preserve_order(semantic_ids or []),
+ )
+ resource_models = _list_by_ids(
+ session_maker=server.resource_memory_manager.session_maker,
+ model=ResourceMemoryItem,
+ user=user,
+ ids=_dedupe_preserve_order(resource_ids or []),
+ )
+ knowledge_models = _list_by_ids(
+ session_maker=server.knowledge_memory_manager.session_maker,
+ model=KnowledgeItem,
+ user=user,
+ ids=_dedupe_preserve_order(knowledge_ids or []),
+ )
+ procedural_models = _list_by_ids(
+ session_maker=server.procedural_memory_manager.session_maker,
+ model=ProceduralMemoryItem,
+ user=user,
+ ids=_dedupe_preserve_order(procedural_ids or []),
+ )
+
+ return {
+ "core": {
+ "total_count": len(core_models),
+ "items": [_serialize_core_block(b) for b in core_models],
+ },
+ "episodic": {
+ "total_count": len(episodic_models),
+ "items": [_serialize_episodic_event(e) for e in episodic_models],
+ },
+ "semantic": {
+ "total_count": len(semantic_models),
+ "items": [_serialize_semantic_item(i) for i in semantic_models],
+ },
+ "resource": {
+ "total_count": len(resource_models),
+ "items": [_serialize_resource_item(i) for i in resource_models],
+ },
+ "knowledge": {
+ "total_count": len(knowledge_models),
+ "items": [_serialize_knowledge_item(i) for i in knowledge_models],
+ },
+ "procedural": {
+ "total_count": len(procedural_models),
+ "items": [_serialize_procedural_item(i) for i in procedural_models],
+ },
+ }
+
+
+def build_self_reflection_prompt(
+ memories: Dict[str, Dict[str, Any]],
+ *,
+ is_targeted: bool = False,
+) -> str:
+ """
+ Build a single prompt for the Reflexion Agent with memories in a fixed order:
+ core, episodic, semantic, resource, knowledge, procedural.
+ """
+ header_lines = [
+ "SELF-REFLECTION INPUT (Memory Optimization)",
+ f"Mode: {'targeted' if is_targeted else 'time-based'}",
+ "",
+ "Instructions:",
+ "- Review the memories below grouped by type.",
+ "- Remove duplicates, merge redundancies, and fix inconsistencies using available memory tools.",
+ "- Do not invent new facts; only reorganize/clean up what's provided.",
+ "- If you need full text for truncated fields, use memory search/retrieval tools.",
+ "- When finished, call `finish_memory_update`.",
+ ]
+
+ sections: List[str] = []
+ for memory_type in [
+ "core",
+ "episodic",
+ "semantic",
+ "resource",
+ "knowledge",
+ "procedural",
+ ]:
+ data = memories.get(memory_type, {}) or {}
+ items = data.get("items", []) or []
+ sections.append(_format_section(memory_type=memory_type, items=items))
+
+ return "\n".join(header_lines + [""] + sections).strip() + "\n"
+
+
+# -------------------------
+# Internal helpers
+# -------------------------
+
+
+def _dedupe_preserve_order(ids: Sequence[str]) -> List[str]:
+ seen: set[str] = set()
+ out: List[str] = []
+ for item_id in ids:
+ if not item_id or item_id in seen:
+ continue
+ seen.add(item_id)
+ out.append(item_id)
+ return out
+
+
+def _dt_iso(ts: Optional[datetime]) -> Optional[str]:
+ return ts.isoformat() if ts else None
+
+
+def _truncate(text: Optional[str], max_chars: int) -> Optional[str]:
+ if text is None:
+ return None
+ if max_chars <= 0:
+ return ""
+ if len(text) <= max_chars:
+ return text
+ return text[:max_chars] + f"\n...[truncated, original_length={len(text)}]"
+
+
+def _sort_key_updated_then_id(obj: Any) -> Tuple[datetime, str]:
+ updated_at = getattr(obj, "updated_at", None) or getattr(obj, "created_at", None)
+ if updated_at is None:
+ updated_at = datetime.min.replace(tzinfo=timezone.utc)
+ obj_id = getattr(obj, "id", "") or ""
+ return (updated_at, obj_id)
+
+
+def _list_updated_between(
+ *,
+ session_maker: Any,
+ model: Type[T],
+ user: Any,
+ start_time: Optional[datetime],
+ end_time: datetime,
+ limit: int,
+) -> List[T]:
+ conditions = [model.user_id == user.id]
+ if hasattr(model, "organization_id") and getattr(user, "organization_id", None):
+ conditions.append(model.organization_id == user.organization_id)
+ if start_time is not None:
+ conditions.append(model.updated_at > start_time)
+ conditions.append(model.updated_at <= end_time)
+
+ query = (
+ select(model)
+ .where(and_(*conditions))
+ .order_by(desc(model.updated_at), desc(model.created_at), desc(model.id))
+ .limit(limit)
+ )
+
+ with session_maker() as session:
+ results = session.execute(query).scalars().all()
+
+ # Readability: chronological order in the prompt
+ results.sort(key=_sort_key_updated_then_id)
+ return results
+
+
+def _list_by_ids(
+ *,
+ session_maker: Any,
+ model: Type[T],
+ user: Any,
+ ids: Sequence[str],
+) -> List[T]:
+ if not ids:
+ return []
+
+ conditions = [model.id.in_(list(ids)), model.user_id == user.id]
+ if hasattr(model, "organization_id") and getattr(user, "organization_id", None):
+ conditions.append(model.organization_id == user.organization_id)
+
+ with session_maker() as session:
+ rows = session.execute(select(model).where(and_(*conditions))).scalars().all()
+
+ by_id: Dict[str, T] = {getattr(row, "id"): row for row in rows}
+ missing = [item_id for item_id in ids if item_id not in by_id]
+ if missing:
+ logger.info("Self-reflection: %s missing IDs for %s", len(missing), model.__name__)
+ ordered = [by_id[item_id] for item_id in ids if item_id in by_id]
+ ordered.sort(key=_sort_key_updated_then_id)
+ return ordered
+
+
+def _serialize_core_block(block: BlockModel) -> Dict[str, Any]:
+ return {
+ "id": block.id,
+ "label": getattr(block, "label", None),
+ "value": getattr(block, "value", None),
+ "updated_at": _dt_iso(getattr(block, "updated_at", None)),
+ }
+
+
+def _serialize_episodic_event(event: EpisodicEvent) -> Dict[str, Any]:
+ return {
+ "id": event.id,
+ "occurred_at": _dt_iso(getattr(event, "occurred_at", None)),
+ "updated_at": _dt_iso(getattr(event, "updated_at", None)),
+ "actor": getattr(event, "actor", None),
+ "event_type": getattr(event, "event_type", None),
+ "summary": getattr(event, "summary", None),
+ "details": getattr(event, "details", None),
+ "last_modify": getattr(event, "last_modify", None),
+ }
+
+
+def _serialize_semantic_item(item: SemanticMemoryItem) -> Dict[str, Any]:
+ return {
+ "id": item.id,
+ "updated_at": _dt_iso(getattr(item, "updated_at", None)),
+ "name": getattr(item, "name", None),
+ "summary": getattr(item, "summary", None),
+ "details": getattr(item, "details", None),
+ "source": getattr(item, "source", None),
+ "last_modify": getattr(item, "last_modify", None),
+ }
+
+
+def _serialize_resource_item(item: ResourceMemoryItem) -> Dict[str, Any]:
+ return {
+ "id": item.id,
+ "updated_at": _dt_iso(getattr(item, "updated_at", None)),
+ "title": getattr(item, "title", None),
+ "summary": getattr(item, "summary", None),
+ "resource_type": getattr(item, "resource_type", None),
+ "content": getattr(item, "content", None),
+ "last_modify": getattr(item, "last_modify", None),
+ }
+
+
+def _serialize_knowledge_item(item: KnowledgeItem) -> Dict[str, Any]:
+ return {
+ "id": item.id,
+ "updated_at": _dt_iso(getattr(item, "updated_at", None)),
+ "entry_type": getattr(item, "entry_type", None),
+ "caption": getattr(item, "caption", None),
+ "source": getattr(item, "source", None),
+ "sensitivity": getattr(item, "sensitivity", None),
+ "last_modify": getattr(item, "last_modify", None),
+ }
+
+
+def _serialize_procedural_item(item: ProceduralMemoryItem) -> Dict[str, Any]:
+ return {
+ "id": item.id,
+ "updated_at": _dt_iso(getattr(item, "updated_at", None)),
+ "entry_type": getattr(item, "entry_type", None),
+ "summary": getattr(item, "summary", None),
+ "steps": getattr(item, "steps", None),
+ "last_modify": getattr(item, "last_modify", None),
+ }
+
+
+def _format_section(*, memory_type: str, items: Sequence[Dict[str, Any]]) -> str:
+ title = memory_type.replace("_", " ").title()
+ lines: List[str] = [f"=== {title} ({len(items)} items) ==="]
+ if not items:
+ lines.append("(none)")
+ return "\n".join(lines)
+
+ # Keep the prompt from exploding (especially resource content / long details).
+ limits = {
+ "core": {"value": 4000},
+ "episodic": {"details": 3000, "summary": 500},
+ "semantic": {"details": 3000, "summary": 800},
+ "resource": {"content": 3000, "summary": 800},
+ "knowledge": {"caption": 800},
+ "procedural": {"summary": 800},
+ }
+ per_type_limits = limits.get(memory_type, {})
+
+ for item in items:
+ item_id = item.get("id")
+ lines.append(f"- id: {item_id}")
+
+ if item.get("updated_at"):
+ lines.append(f" updated_at: {item.get('updated_at')}")
+
+ if memory_type == "core":
+ lines.append(f" label: {item.get('label')}")
+ value = _truncate(item.get("value"), per_type_limits.get("value", 4000))
+ lines.append(" value:")
+ for vline in (value or "").splitlines() or [""]:
+ lines.append(f" {vline}")
+
+ elif memory_type == "episodic":
+ lines.append(f" occurred_at: {item.get('occurred_at')}")
+ lines.append(f" actor: {item.get('actor')}")
+ lines.append(f" event_type: {item.get('event_type')}")
+ summary = _truncate(item.get("summary"), per_type_limits.get("summary", 500))
+ details = _truncate(item.get("details"), per_type_limits.get("details", 3000))
+ lines.append(f" summary: {summary}")
+ lines.append(" details:")
+ for dline in (details or "").splitlines() or [""]:
+ lines.append(f" {dline}")
+
+ elif memory_type == "semantic":
+ lines.append(f" name: {item.get('name')}")
+ lines.append(f" source: {item.get('source')}")
+ summary = _truncate(item.get("summary"), per_type_limits.get("summary", 800))
+ details = _truncate(item.get("details"), per_type_limits.get("details", 3000))
+ lines.append(f" summary: {summary}")
+ lines.append(" details:")
+ for dline in (details or "").splitlines() or [""]:
+ lines.append(f" {dline}")
+
+ elif memory_type == "resource":
+ lines.append(f" title: {item.get('title')}")
+ lines.append(f" resource_type: {item.get('resource_type')}")
+ summary = _truncate(item.get("summary"), per_type_limits.get("summary", 800))
+ content = _truncate(item.get("content"), per_type_limits.get("content", 3000))
+ lines.append(f" summary: {summary}")
+ lines.append(" content:")
+ for cline in (content or "").splitlines() or [""]:
+ lines.append(f" {cline}")
+
+ elif memory_type == "knowledge":
+ lines.append(f" entry_type: {item.get('entry_type')}")
+ lines.append(f" sensitivity: {item.get('sensitivity')}")
+ lines.append(f" source: {item.get('source')}")
+ caption = _truncate(item.get("caption"), per_type_limits.get("caption", 800))
+ lines.append(f" caption: {caption}")
+
+ elif memory_type == "procedural":
+ lines.append(f" entry_type: {item.get('entry_type')}")
+ summary = _truncate(item.get("summary"), per_type_limits.get("summary", 800))
+ lines.append(f" summary: {summary}")
+ steps = item.get("steps") or []
+ if isinstance(steps, list):
+ lines.append(" steps:")
+ for step in steps[:50]:
+ lines.append(f" - {_truncate(str(step), 300)}")
+ if len(steps) > 50:
+ lines.append(f" - ...[truncated, total_steps={len(steps)}]")
+ else:
+ lines.append(f" steps: {steps}")
+
+ lines.append("")
+
+ return "\n".join(lines).rstrip()
+
diff --git a/mirix/services/semantic_memory_manager.py b/mirix/services/semantic_memory_manager.py
index 60f455ab..346429d3 100755
--- a/mirix/services/semantic_memory_manager.py
+++ b/mirix/services/semantic_memory_manager.py
@@ -1,13 +1,13 @@
import json
import re
import string
+from datetime import datetime
from typing import Any, Dict, List, Optional
from rank_bm25 import BM25Okapi
from rapidfuzz import fuzz
from sqlalchemy import func, select, text
-from mirix.constants import BUILD_EMBEDDINGS_FOR_MEMORY
from mirix.embeddings import embedding_model
from mirix.log import get_logger
from mirix.orm.errors import NoResultFound
@@ -551,6 +551,8 @@ def update_item(
setattr(item, k, v)
# updated_at is automatically set to current UTC time by item.update()
item.update_with_redis(session, actor=user) # ⭐ Updates Redis JSON cache
+ from mirix.services.queue_trace_context import increment_memory_update_count
+ increment_memory_update_count("semantic", "updated")
return item.to_pydantic()
@enforce_types
@@ -585,6 +587,8 @@ def list_semantic_items(
timezone_str: str = None,
filter_tags: Optional[dict] = None,
use_cache: bool = True,
+ include_faded: bool = False,
+ fade_after_days: Optional[int] = None,
similarity_threshold: Optional[float] = None,
) -> List[PydanticSemanticMemoryItem]:
"""
@@ -604,6 +608,8 @@ def list_semantic_items(
limit: Maximum number of results to return
timezone_str: Timezone string for timestamp conversion
use_cache: If True, try Redis cache first. If False, skip cache and query PostgreSQL directly.
+ include_faded: If False (default), exclude memories older than fade_after_days
+ fade_after_days: Number of days after which memories are considered faded (based on updated_at)
Returns:
List of semantic memory items matching the search criteria
@@ -619,7 +625,21 @@ def list_semantic_items(
- PostgreSQL 'bm25': Native DB search, very fast, scales well
- Fallback 'bm25' (SQLite): In-memory processing, slower for large datasets but still provides
proper BM25 ranking
+
+ **Memory decay**: When include_faded is False and fade_after_days is set, memories older than
+ the specified days (based on updated_at) will be excluded from results.
"""
+ # Apply memory decay filtering (fade cutoff based on updated_at)
+ fade_cutoff = None
+ if not include_faded and fade_after_days is not None:
+ from datetime import timedelta
+
+ fade_cutoff = datetime.now() - timedelta(days=fade_after_days)
+ logger.debug(
+ "Memory decay: applying fade cutoff at %s (%d days)",
+ fade_cutoff,
+ fade_after_days,
+ )
query = query.strip() if query else ""
is_empty_query = not query or query == ""
@@ -729,6 +749,10 @@ def list_semantic_items(
if filter_tags:
for key, value in filter_tags.items():
query_stmt = query_stmt.where(SemanticMemoryItem.filter_tags[key].as_string() == str(value))
+
+ # Apply memory decay filter (fade cutoff based on updated_at)
+ if fade_cutoff is not None:
+ query_stmt = query_stmt.where(SemanticMemoryItem.updated_at >= fade_cutoff)
if limit:
query_stmt = query_stmt.limit(limit)
@@ -764,6 +788,10 @@ def list_semantic_items(
for key, value in filter_tags.items():
base_query = base_query.where(SemanticMemoryItem.filter_tags[key].as_string() == str(value))
+ # Apply memory decay filter (fade cutoff based on updated_at)
+ if fade_cutoff is not None:
+ base_query = base_query.where(SemanticMemoryItem.updated_at >= fade_cutoff)
+
if search_method == "embedding":
embed_query = True
embedding_config = agent_state.embedding_config
@@ -921,10 +949,10 @@ def insert_semantic_item(
client_id = actor.id
if user_id is None:
user_id = UserManager.ADMIN_USER_ID
- logger.debug("user_id not provided, using DEFAULT_USER_ID: %s", user_id)
+ logger.debug("user_id not provided, using ADMIN_USER_ID: %s", user_id)
# Conditionally calculate embeddings based on BUILD_EMBEDDINGS_FOR_MEMORY flag
- if BUILD_EMBEDDINGS_FOR_MEMORY:
+ if settings.build_embeddings_for_memory:
# TODO: need to check if we need to chunk the text
embed_model = embedding_model(agent_state.embedding_config)
name_embedding = embed_model.get_text_embedding(name)
@@ -959,6 +987,9 @@ def insert_semantic_item(
user_id=user_id,
)
+ from mirix.services.queue_trace_context import increment_memory_update_count
+ increment_memory_update_count("semantic", "created")
+
# Note: Item is already added to clustering tree in create_item()
return semantic_item
except Exception as e:
@@ -980,6 +1011,8 @@ def delete_semantic_item_by_id(
redis_key = f"{redis_client.SEMANTIC_PREFIX}{semantic_memory_id}"
redis_client.delete(redis_key)
item.hard_delete(session)
+ from mirix.services.queue_trace_context import increment_memory_update_count
+ increment_memory_update_count("semantic", "deleted")
except NoResultFound:
raise NoResultFound(
f"Semantic memory item with id {semantic_memory_id} not found."
@@ -1164,6 +1197,56 @@ def delete_by_user_id(self, user_id: str) -> int:
return count
+ def delete_expired_memories(
+ self,
+ user: PydanticUser,
+ expire_after_days: int,
+ ) -> int:
+ """
+ Delete semantic memories older than the specified number of days.
+
+ Args:
+ user: User who owns the memories
+ expire_after_days: Number of days after which memories are considered expired
+
+ Returns:
+ Number of deleted memories
+ """
+ from datetime import timedelta
+ from mirix.database.redis_client import get_redis_client
+
+ expire_cutoff = datetime.now() - timedelta(days=expire_after_days)
+
+ with self.session_maker() as session:
+ query = select(SemanticMemoryItem).where(
+ SemanticMemoryItem.user_id == user.id,
+ SemanticMemoryItem.updated_at < expire_cutoff,
+ )
+ result = session.execute(query)
+ expired_items = result.scalars().all()
+
+ count = len(expired_items)
+ item_ids = [item.id for item in expired_items]
+
+ for item in expired_items:
+ session.delete(item)
+
+ session.commit()
+
+ redis_client = get_redis_client()
+ if redis_client and item_ids:
+ redis_keys = [f"{redis_client.SEMANTIC_PREFIX}{item_id}" for item_id in item_ids]
+ if redis_keys:
+ redis_client.client.delete(*redis_keys)
+
+ logger.info(
+ "Deleted %d expired semantic memories for user %s (older than %d days)",
+ count,
+ user.id,
+ expire_after_days,
+ )
+ return count
+
@update_timezone
@enforce_types
def list_semantic_items_by_org(
diff --git a/mirix/services/tool_manager.py b/mirix/services/tool_manager.py
index 1e8bf086..3a51ee57 100644
--- a/mirix/services/tool_manager.py
+++ b/mirix/services/tool_manager.py
@@ -9,7 +9,7 @@
CORE_MEMORY_TOOLS,
EPISODIC_MEMORY_TOOLS,
EXTRAS_TOOLS,
- KNOWLEDGE_VAULT_TOOLS,
+ KNOWLEDGE_MEMORY_TOOLS,
MCP_TOOLS,
META_MEMORY_TOOLS,
PROCEDURAL_MEMORY_TOOLS,
@@ -197,7 +197,7 @@ def upsert_base_tools(self, actor: PydanticClient) -> List[PydanticTool]:
+ EPISODIC_MEMORY_TOOLS
+ PROCEDURAL_MEMORY_TOOLS
+ RESOURCE_MEMORY_TOOLS
- + KNOWLEDGE_VAULT_TOOLS
+ + KNOWLEDGE_MEMORY_TOOLS
+ META_MEMORY_TOOLS
+ SEMANTIC_MEMORY_TOOLS
+ UNIVERSAL_MEMORY_TOOLS
@@ -215,7 +215,7 @@ def upsert_base_tools(self, actor: PydanticClient) -> List[PydanticTool]:
tags = [tool_type.value, "mcp_wrapper"]
else:
raise ValueError(
- f"Tool name {name} is not in the list of tool names: {BASE_TOOLS + CORE_MEMORY_TOOLS + EPISODIC_MEMORY_TOOLS + PROCEDURAL_MEMORY_TOOLS + KNOWLEDGE_VAULT_TOOLS + RESOURCE_MEMORY_TOOLS + META_MEMORY_TOOLS + SEMANTIC_MEMORY_TOOLS + UNIVERSAL_MEMORY_TOOLS + CHAT_AGENT_TOOLS + EXTRAS_TOOLS + MCP_TOOLS}"
+ f"Tool name {name} is not in the list of tool names: {BASE_TOOLS + CORE_MEMORY_TOOLS + EPISODIC_MEMORY_TOOLS + PROCEDURAL_MEMORY_TOOLS + KNOWLEDGE_MEMORY_TOOLS + RESOURCE_MEMORY_TOOLS + META_MEMORY_TOOLS + SEMANTIC_MEMORY_TOOLS + UNIVERSAL_MEMORY_TOOLS + CHAT_AGENT_TOOLS + EXTRAS_TOOLS + MCP_TOOLS}"
)
# create to tool
diff --git a/mirix/services/user_manager.py b/mirix/services/user_manager.py
index 4dfa1173..77dc7490 100755
--- a/mirix/services/user_manager.py
+++ b/mirix/services/user_manager.py
@@ -17,7 +17,6 @@ class UserManager:
ADMIN_USER_NAME = "admin_user"
ADMIN_USER_ID = "user-00000000-0000-4000-8000-000000000000"
- DEFAULT_USER_NAME = "default_user" # Organization-specific default user for block templates
DEFAULT_TIME_ZONE = "UTC (UTC+00:00)"
def __init__(self):
@@ -125,6 +124,30 @@ def update_user_status(self, user_id: str, status: str) -> PydanticUser:
existing_user.update_with_redis(session, actor=None) # ⭐ Updates Redis cache
return existing_user.to_pydantic()
+ @enforce_types
+ def update_last_self_reflection_time(self, user_id: str, reflection_time: "datetime") -> PydanticUser:
+ """Update the last_self_reflection_time of a user (with Redis cache invalidation).
+
+ Args:
+ user_id: ID of the user to update
+ reflection_time: The datetime when self-reflection was performed
+
+ Returns:
+ Updated user object
+ """
+ from datetime import datetime
+
+ with self.session_maker() as session:
+ # Retrieve the existing user by ID
+ existing_user = UserModel.read(db_session=session, identifier=user_id)
+
+ # Update the last_self_reflection_time
+ existing_user.last_self_reflection_time = reflection_time
+
+ # Commit the updated user and update cache
+ existing_user.update_with_redis(session, actor=None) # ⭐ Updates Redis cache
+ return existing_user.to_pydantic()
+
@enforce_types
def delete_user_by_id(self, user_id: str):
"""
@@ -136,7 +159,7 @@ def delete_user_by_id(self, user_id: str):
- Semantic memories
- Procedural memories
- Resource memories
- - Knowledge vault items
+ - Knowledge items
- Messages
- Blocks
@@ -161,7 +184,7 @@ def delete_user_by_id(self, user_id: str):
from mirix.services.semantic_memory_manager import SemanticMemoryManager
from mirix.services.procedural_memory_manager import ProceduralMemoryManager
from mirix.services.resource_memory_manager import ResourceMemoryManager
- from mirix.services.knowledge_vault_manager import KnowledgeVaultManager
+ from mirix.services.knowledge_memory_manager import KnowledgeMemoryManager
from mirix.services.message_manager import MessageManager
from mirix.services.block_manager import BlockManager
@@ -170,7 +193,7 @@ def delete_user_by_id(self, user_id: str):
semantic_manager = SemanticMemoryManager()
procedural_manager = ProceduralMemoryManager()
resource_manager = ResourceMemoryManager()
- knowledge_manager = KnowledgeVaultManager()
+ knowledge_manager = KnowledgeMemoryManager()
message_manager = MessageManager()
block_manager = BlockManager()
@@ -187,7 +210,7 @@ def delete_user_by_id(self, user_id: str):
logger.debug("Soft deleted %d resource memories for user %s", resource_count, user_id)
knowledge_count = knowledge_manager.soft_delete_by_user_id(user_id=user_id)
- logger.debug("Soft deleted %d knowledge vault items for user %s", knowledge_count, user_id)
+ logger.debug("Soft deleted %d knowledge items for user %s", knowledge_count, user_id)
message_count = message_manager.soft_delete_by_user_id(user_id=user_id)
logger.debug("Soft deleted %d messages for user %s", message_count, user_id)
@@ -224,7 +247,7 @@ def delete_user_by_id(self, user_id: str):
logger.info(
"✅ User %s and all associated records soft deleted: "
- "%d episodic, %d semantic, %d procedural, %d resource, %d knowledge_vault, %d messages, %d blocks",
+ "%d episodic, %d semantic, %d procedural, %d resource, %d knowledge, %d messages, %d blocks",
user_id, episodic_count, semantic_count, procedural_count,
resource_count, knowledge_count, message_count, block_count
)
@@ -244,7 +267,7 @@ def delete_memories_by_user_id(self, user_id: str):
- SemanticMemoryManager.delete_by_user_id()
- ProceduralMemoryManager.delete_by_user_id()
- ResourceMemoryManager.delete_by_user_id()
- - KnowledgeVaultManager.delete_by_user_id()
+ - KnowledgeMemoryManager.delete_by_user_id()
- MessageManager.delete_by_user_id()
- BlockManager.delete_by_user_id()
2. Each manager handles:
@@ -266,7 +289,7 @@ def delete_memories_by_user_id(self, user_id: str):
from mirix.services.semantic_memory_manager import SemanticMemoryManager
from mirix.services.procedural_memory_manager import ProceduralMemoryManager
from mirix.services.resource_memory_manager import ResourceMemoryManager
- from mirix.services.knowledge_vault_manager import KnowledgeVaultManager
+ from mirix.services.knowledge_memory_manager import KnowledgeMemoryManager
from mirix.services.message_manager import MessageManager
from mirix.services.block_manager import BlockManager
@@ -275,7 +298,7 @@ def delete_memories_by_user_id(self, user_id: str):
semantic_manager = SemanticMemoryManager()
procedural_manager = ProceduralMemoryManager()
resource_manager = ResourceMemoryManager()
- knowledge_manager = KnowledgeVaultManager()
+ knowledge_manager = KnowledgeMemoryManager()
message_manager = MessageManager()
block_manager = BlockManager()
@@ -295,7 +318,7 @@ def delete_memories_by_user_id(self, user_id: str):
logger.debug("Bulk deleted %d resource memories", resource_count)
knowledge_count = knowledge_manager.delete_by_user_id(user_id=user_id)
- logger.debug("Bulk deleted %d knowledge vault items", knowledge_count)
+ logger.debug("Bulk deleted %d knowledge items", knowledge_count)
message_count = message_manager.delete_by_user_id(user_id=user_id)
logger.debug("Bulk deleted %d messages", message_count)
@@ -342,7 +365,7 @@ def delete_memories_by_user_id(self, user_id: str):
logger.info(
"✅ Bulk deleted all memories for user %s: "
- "%d episodic, %d semantic, %d procedural, %d resource, %d knowledge_vault, %d messages, %d blocks "
+ "%d episodic, %d semantic, %d procedural, %d resource, %d knowledge, %d messages, %d blocks "
"(user record preserved)",
user_id, episodic_count, semantic_count, procedural_count,
resource_count, knowledge_count, message_count, block_count
@@ -406,7 +429,7 @@ def get_admin_user(self) -> PydanticUser:
return self.create_admin_user(org_id=OrganizationManager.DEFAULT_ORG_ID)
@enforce_types
- def get_or_create_org_default_user(self, org_id: str, client_id: Optional[str] = None) -> PydanticUser:
+ def get_or_create_org_admin_user(self, org_id: str, client_id: Optional[str] = None) -> PydanticUser:
"""
Get or create the default template user for an organization.
This user serves as the template for copying blocks to new users.
@@ -422,7 +445,7 @@ def get_or_create_org_default_user(self, org_id: str, client_id: Optional[str] =
with self.session_maker() as session:
try:
user = session.query(UserModel).filter(
- UserModel.name == self.DEFAULT_USER_NAME,
+ UserModel.name == self.ADMIN_USER_NAME,
UserModel.organization_id == org_id,
UserModel.is_deleted == False
).first()
@@ -437,27 +460,46 @@ def get_or_create_org_default_user(self, org_id: str, client_id: Optional[str] =
logger.info("Creating default template user for organization %s", org_id)
# Generate a deterministic user_id for the default user
- default_user_id = f"user-default-{org_id}"
+ admin_user_id = f"user-default-{org_id}"
try:
# Try to get by ID first (in case it exists with that ID)
- return self.get_user_by_id(default_user_id)
+ return self.get_user_by_id(admin_user_id)
except NoResultFound:
pass
# Create the default user
with self.session_maker() as session:
user = UserModel(
- id=default_user_id,
- name=self.DEFAULT_USER_NAME,
+ id=admin_user_id,
+ name=self.ADMIN_USER_NAME,
status="active",
timezone=self.DEFAULT_TIME_ZONE,
organization_id=org_id,
client_id=client_id, # Optional - which client created this user
)
user.create(session)
- logger.info("✅ Created default template user %s for organization %s", default_user_id, org_id)
+ logger.info("✅ Created default template user %s for organization %s", admin_user_id, org_id)
return user.to_pydantic()
+ def get_admin_user_for_client(self, client_id: str) -> Optional[PydanticUser]:
+ """Fetch the admin user for a specific client.
+
+ Args:
+ client_id: The client ID to find the admin user for
+
+ Returns:
+ The admin user for the client, or None if not found
+ """
+ with self.session_maker() as session:
+ admin_user = session.query(UserModel).filter(
+ UserModel.client_id == client_id,
+ UserModel.is_admin == True,
+ UserModel.is_deleted == False,
+ ).first()
+
+ if admin_user:
+ return admin_user.to_pydantic()
+ return None
@enforce_types
def get_user_or_admin(self, user_id: Optional[str] = None):
diff --git a/mirix/settings.py b/mirix/settings.py
index 800e7896..8b935f25 100755
--- a/mirix/settings.py
+++ b/mirix/settings.py
@@ -234,6 +234,7 @@ def mirix_redis_uri(self) -> Optional[str]:
# Number of worker threads for in-memory queue processing
# Each worker owns one partition, messages are routed by user_id hash
memory_queue_num_workers: int = Field(1, env="MIRIX_MEMORY_QUEUE_NUM_WORKERS")
+ build_embeddings_for_memory: bool = True
# event loop parallelism
event_loop_threadpool_max_workers: int = 43
diff --git a/mirix/voice_utils.py b/mirix/voice_utils.py
index 0ac0f346..ae26f5b6 100644
--- a/mirix/voice_utils.py
+++ b/mirix/voice_utils.py
@@ -2,8 +2,6 @@
import os
import tempfile
-import speech_recognition as sr
-from pydub import AudioSegment
from mirix.log import get_logger
@@ -21,6 +19,15 @@ def convert_base64_to_audio_segment(voice_file_b64):
temp_file_path = temp_file.name
# Load AudioSegment from temporary file
+ try:
+ from pydub import AudioSegment
+ except ImportError:
+ logger.warning(
+ "pydub package is not installed; cannot convert voice data to AudioSegment."
+ )
+ os.unlink(temp_file_path)
+ return None
+
audio_segment = AudioSegment.from_file(temp_file_path)
# Clean up temporary file
@@ -73,7 +80,15 @@ def process_voice_files(voice_items):
# Export combined audio to temporary file
combined_audio.export(temp_audio_file, format="wav")
- # Initialize speech recognizer
+ # Initialize speech recognizer
+ try:
+ import speech_recognition as sr
+ except ImportError:
+ logger.warning(
+ "SpeechRecognition package is not installed; unable to transcribe voice files."
+ )
+ return None
+
recognizer = sr.Recognizer()
# Perform speech recognition on the combined audio from temporary file
diff --git a/pyproject.toml b/pyproject.toml
index dff6e472..44372e71 100644
--- a/pyproject.toml
+++ b/pyproject.toml
@@ -4,7 +4,7 @@ build-backend = "setuptools.build_meta"
[project]
name = "mirix"
-version = "0.1.0"
+version = "0.1.4"
description = "Multi-Agent Personal Assistant with an Advanced Memory System"
readme = "README.md"
license = {text = "Apache License 2.0"}
@@ -67,7 +67,6 @@ dependencies = [
"opentelemetry-sdk",
"opentelemetry-exporter-otlp",
"opentelemetry-instrumentation-requests",
- "SpeechRecognition",
"pg8000",
"pgvector",
"json_repair",
@@ -98,11 +97,9 @@ dev = [
"flake8",
]
voice = [
- "SpeechRecognition",
"pydub",
]
full = [
- "SpeechRecognition",
"pydub",
]
diff --git a/requirements.txt b/requirements.txt
index d697727c..b284a434 100644
--- a/requirements.txt
+++ b/requirements.txt
@@ -33,7 +33,6 @@ opentelemetry-api
opentelemetry-sdk
opentelemetry-exporter-otlp
opentelemetry-instrumentation-requests
-SpeechRecognition
ffmpeg
pg8000
pgvector
diff --git a/samples/add_test_memory.py b/samples/add_test_memory.py
index cea791dd..830ecc32 100755
--- a/samples/add_test_memory.py
+++ b/samples/add_test_memory.py
@@ -256,17 +256,17 @@ def test_resource_memory(client: MirixClient, user_id: str, filter_tags: Optiona
traceback.print_exc()
-def test_knowledge_vault(client: MirixClient, user_id: str, filter_tags: Optional[dict] = None):
- """Add knowledge vault memory."""
+def test_knowledge(client: MirixClient, user_id: str, filter_tags: Optional[dict] = None):
+ """Add knowledge memory."""
logger.info("\n%s", "="*80)
- logger.info("TEST 6: ADDING KNOWLEDGE VAULT MEMORY")
+ logger.info("TEST 6: ADDING KNOWLEDGE MEMORY")
if filter_tags:
logger.info("Filter tags: %s", filter_tags)
logger.info("%s", "="*80)
try:
# Provide structured, discrete data points that can be looked up later
- # These are credentials and connection strings - perfect for Knowledge Vault
+ # These are credentials and connection strings - perfect for Knowledge
result = client.add(
user_id=user_id,
messages=[
@@ -286,7 +286,7 @@ def test_knowledge_vault(client: MirixClient, user_id: str, filter_tags: Optiona
"role": "assistant",
"content": [{
"type": "text",
- "text": "I've securely saved the MirixDB production credentials to the knowledge vault, including database connection strings, Redis URL, API key, and admin dashboard URLs."
+ "text": "I've securely saved the MirixDB production credentials to the knowledge, including database connection strings, Redis URL, API key, and admin dashboard URLs."
}]
}
],
@@ -294,9 +294,9 @@ def test_knowledge_vault(client: MirixClient, user_id: str, filter_tags: Optiona
filter_tags=filter_tags,
occurred_at="2025-11-16T10:30:00"
)
- logger.info("✅ Knowledge vault memory added successfully: %s", result.get('success', False))
+ logger.info("✅ Knowledge memory added successfully: %s", result.get('success', False))
except Exception as e: # pylint: disable=broad-except
- logger.error("❌ Failed to add knowledge vault memory: %s", e)
+ logger.error("❌ Failed to add knowledge memory: %s", e)
import traceback
traceback.print_exc()
@@ -370,7 +370,7 @@ def main():
test_resource_memory(client, user_id, filter_tags)
filter_tags = {"expert_id": "expert-234", "scope": "write"}
- test_knowledge_vault(client, user_id, filter_tags)
+ test_knowledge(client, user_id, filter_tags)
except KeyboardInterrupt:
logger.info("\n\nTest interrupted by user")
sys.exit(1)
@@ -391,7 +391,7 @@ def main():
logger.info(" - Procedural Memory: Code deployment workflow")
logger.info(" - Semantic Memory: MirixDB database system concept")
logger.info(" - Resource Memory: Q4 AI Assistant Rollout Plan document")
- logger.info(" - Knowledge Vault: MirixDB production credentials and URLs")
+ logger.info(" - Knowledge: MirixDB production credentials and URLs")
logger.info("%s", "="*80)
diff --git a/samples/load_test_add_memory.py b/samples/load_test_add_memory.py
index 2cdcc35f..89017987 100644
--- a/samples/load_test_add_memory.py
+++ b/samples/load_test_add_memory.py
@@ -3,7 +3,7 @@
Mirix Load Test - Add Messages
This script performs a load test by adding messages to the Mirix system,
-covering all memory types: core, episodic, semantic, procedural, resource, and knowledge vault.
+covering all memory types: core, episodic, semantic, procedural, resource, and knowledge.
Prerequisites:
- Start the server first: python scripts/start_server.py --reload
diff --git a/samples/load_test_messages.txt b/samples/load_test_messages.txt
index a8feaa4f..be3eec6b 100644
--- a/samples/load_test_messages.txt
+++ b/samples/load_test_messages.txt
@@ -3,7 +3,7 @@
# Users: user-001, user-002, user-003, user-004, user-005
user-003|semantic|Sales Intelligence refers to the measurement of business outcomes. Key characteristics include measurable outcomes, actionable insights, and continuous improvement. [ID: 1]|{"account_id": "ACC-164", "region": "Southeast", "product_line": "Operations"}
-user-003|knowledge_vault|Salesforce Configuration: URL: https://app.company.com, Access Token: daaqogoz667j5zhxyfps5lle0d6kg0v56xwgryo14jqoc1nf6sa5pvil1t2u70ju, Webhook: https://hooks.company.com/c7avhysejl3jv0zmyytq6nudd1t73dp8, Settings: Retry: 9, Timeout: 86s [ID: 2]|{"account_id": "ACC-116", "region": "South", "product_line": "Operations"}
+user-003|knowledge|Salesforce Configuration: URL: https://app.company.com, Access Token: daaqogoz667j5zhxyfps5lle0d6kg0v56xwgryo14jqoc1nf6sa5pvil1t2u70ju, Webhook: https://hooks.company.com/c7avhysejl3jv0zmyytq6nudd1t73dp8, Settings: Retry: 9, Timeout: 86s [ID: 2]|{"account_id": "ACC-116", "region": "South", "product_line": "Operations"}
user-004|episodic|Yesterday at 17:00 PM, I conducted a training session for NextGen Tech. Deal moved to final stage. [ID: 3]|{"account_id": "ACC-129", "region": "Midwest", "product_line": "Integration"}
user-005|episodic|Yesterday at 9:00 PM, I conducted a consultation for Smart Solutions. Deal moved to final stage. [ID: 4]|{"account_id": "ACC-018", "region": "Southwest", "product_line": "Enterprise"}
user-005|episodic|This morning at 14:30 AM, I closed a deal with Global Enterprises worth $397K annually. The contract was signed after 3 months of negotiations. [ID: 5]|{"account_id": "ACC-080", "region": "Southwest", "product_line": "Security"}
@@ -13,7 +13,7 @@ user-003|procedural|My territory planning process: First, Review requirements th
user-002|core|Iris Martinez here - I'm the Marketing Director for CloudSystems's sales team. [ID: 9]|{"account_id": "ACC-095", "region": "Northwest", "product_line": "Integration"}
user-001|core|David Lee here - I'm the Business Development Manager for Global Enterprises's engineering team. [ID: 10]|{"account_id": "ACC-066", "region": "Southeast", "product_line": "Operations"}
user-001|procedural|Escalation handling workflow: Step 1 - Document lessons learned. Step 2 - Address concerns and objections. Step 3 - Prepare detailed proposal. Step 4 - Finalize documentation. Step 5 - Identify key stakeholders. [ID: 11]|{"account_id": "ACC-023", "region": "East", "product_line": "Enterprise"}
-user-003|knowledge_vault|Azure Credentials: API Key: sk_a3knifceg4chjf2nrpf9kstq5eqlrdsv, Secret: G1AYEZR9DVEAKAFSUMAF8EZJK5SER3EQLG17YLGM, Endpoint: https://api.service.com/v2, Region: us-east-1 [ID: 12]|{"account_id": "ACC-193", "region": "West", "product_line": "Analytics"}
+user-003|knowledge|Azure Credentials: API Key: sk_a3knifceg4chjf2nrpf9kstq5eqlrdsv, Secret: G1AYEZR9DVEAKAFSUMAF8EZJK5SER3EQLG17YLGM, Endpoint: https://api.service.com/v2, Region: us-east-1 [ID: 12]|{"account_id": "ACC-193", "region": "West", "product_line": "Analytics"}
user-002|procedural|Onboarding checklist: 1) Document lessons learned. 2) Monitor progress closely. 3) Collect feedback regularly. 4) Finalize documentation. 5) Review requirements thoroughly. [ID: 13]|{"account_id": "ACC-076", "region": "South", "product_line": "Operations"}
user-005|core|I'm David Lee, working as VP of Operations in FinTech Solutions. My key expertise is in product strategy. [ID: 14]|{"account_id": "ACC-177", "region": "Southwest", "product_line": "Security"}
user-003|resource|# Customer Success Playbook
@@ -47,7 +47,7 @@ Always communicate throughout the process
## Resources
Training materials available on internal portal [ID: 16]|{"account_id": "ACC-174", "region": "Northwest", "product_line": "Financial"}
user-002|semantic|Revenue Operations is a key metric for business performance. It helps organizations make data-driven decisions. Critical for strategic planning and optimization. [ID: 17]|{"account_id": "ACC-118", "region": "Midwest", "product_line": "Integration"}
-user-001|knowledge_vault|Stripe Configuration: URL: https://portal.company.com, Access Token: rpdp1099mm90zvwabiw53gwqtrbzbk08sx83avghttxonsnjqfq8x75gtncp0j32, Webhook: https://hooks.company.com/ktl7mf3n63tfsmh4vqb7lrjz4kg005hz, Settings: Retry: 10, Timeout: 56s [ID: 18]|{"account_id": "ACC-017", "region": "East", "product_line": "Analytics"}
+user-001|knowledge|Stripe Configuration: URL: https://portal.company.com, Access Token: rpdp1099mm90zvwabiw53gwqtrbzbk08sx83avghttxonsnjqfq8x75gtncp0j32, Webhook: https://hooks.company.com/ktl7mf3n63tfsmh4vqb7lrjz4kg005hz, Settings: Retry: 10, Timeout: 56s [ID: 18]|{"account_id": "ACC-017", "region": "East", "product_line": "Analytics"}
user-005|episodic|On Thursday, I had a call with Digital Dynamics regarding billing discrepancy. We resolved the problem within 7 hours and they agreed to extend the trial. [ID: 19]|{"account_id": "ACC-111", "region": "International", "product_line": "Integration"}
user-003|resource|# Comprehensive Market Analysis Report
@@ -100,10 +100,10 @@ Always monitor throughout the process
## Resources
Training materials available on internal portal [ID: 28]|{"account_id": "ACC-171", "region": "Northeast", "product_line": "Operations"}
-user-004|knowledge_vault|HubSpot Configuration: URL: https://app.company.com, Access Token: 8m2bn5n4hk240hyg3n4vuys0vnomjjdf56gb0kgv3ilkbszdp5v5ey0rh11fpvzo, Webhook: https://hooks.company.com/vg6ajmhvbcw072wxg6bszgkiubrgelio, Settings: Retry: 9, Timeout: 111s [ID: 29]|{"account_id": "ACC-110", "region": "Central", "product_line": "Platform"}
-user-003|knowledge_vault|Communication Service Credentials: API Key: sk_6rg2hznvhd5h8iaovjmloa5rfr39uc67, Secret: 750UAC1W1HRJLFFQRTNC8PR0A8YLDM1RA408FKRI, Endpoint: https://api.service.com/v3, Region: ap-southeast-1 [ID: 30]|{"account_id": "ACC-020", "region": "Central", "product_line": "Enterprise"}
+user-004|knowledge|HubSpot Configuration: URL: https://app.company.com, Access Token: 8m2bn5n4hk240hyg3n4vuys0vnomjjdf56gb0kgv3ilkbszdp5v5ey0rh11fpvzo, Webhook: https://hooks.company.com/vg6ajmhvbcw072wxg6bszgkiubrgelio, Settings: Retry: 9, Timeout: 111s [ID: 29]|{"account_id": "ACC-110", "region": "Central", "product_line": "Platform"}
+user-003|knowledge|Communication Service Credentials: API Key: sk_6rg2hznvhd5h8iaovjmloa5rfr39uc67, Secret: 750UAC1W1HRJLFFQRTNC8PR0A8YLDM1RA408FKRI, Endpoint: https://api.service.com/v3, Region: ap-southeast-1 [ID: 30]|{"account_id": "ACC-020", "region": "Central", "product_line": "Enterprise"}
user-005|episodic|Last Monday, I attended Networking Event at Boston. Met 16 potential leads and scheduled 8 follow-up meetings. [ID: 31]|{"account_id": "ACC-152", "region": "South", "product_line": "Financial"}
-user-003|knowledge_vault|Azure Credentials: API Key: sk_e12jnosg2kifunzwobm31rbp44ry9xdf, Secret: 8T0IWNKP1UAFTEKQ2TZZHX2UB2EFSNYZZ5C7JVVH, Endpoint: https://api.service.com/v1, Region: us-west-2 [ID: 32]|{"account_id": "ACC-112", "region": "South", "product_line": "Financial"}
+user-003|knowledge|Azure Credentials: API Key: sk_e12jnosg2kifunzwobm31rbp44ry9xdf, Secret: 8T0IWNKP1UAFTEKQ2TZZHX2UB2EFSNYZZ5C7JVVH, Endpoint: https://api.service.com/v1, Region: us-west-2 [ID: 32]|{"account_id": "ACC-112", "region": "South", "product_line": "Financial"}
user-001|core|I'm Henry Brown, Solutions Architect at Digital Dynamics. My focus areas are customer engagement and B2B marketing. [ID: 33]|{"account_id": "ACC-053", "region": "South", "product_line": "Marketing"}
user-004|procedural|Opportunity management workflow: Step 1 - Finalize documentation. Step 2 - Document lessons learned. Step 3 - Prepare detailed proposal. Step 4 - Review requirements thoroughly. Step 5 - Conduct initial assessment. [ID: 34]|{"account_id": "ACC-092", "region": "Southwest", "product_line": "Security"}
user-003|resource|# Comprehensive Q4 Sales Strategy
@@ -121,7 +121,7 @@ Always communicate throughout the process
## Resources
Training materials available on internal portal [ID: 35]|{"account_id": "ACC-070", "region": "West", "product_line": "Analytics"}
-user-001|knowledge_vault|Zendesk Configuration: URL: https://portal.company.com, Access Token: zvnxh4u3tgdmrse7c8l9zww2nekvaw07o7ygqvc3j5evikya5gsqmdv32o3kqvio, Webhook: https://hooks.company.com/2394p1gdq47xbmy662x8qyf17mfy220v, Settings: Retry: 5, Timeout: 81s [ID: 36]|{"account_id": "ACC-042", "region": "Southeast", "product_line": "Enterprise"}
+user-001|knowledge|Zendesk Configuration: URL: https://portal.company.com, Access Token: zvnxh4u3tgdmrse7c8l9zww2nekvaw07o7ygqvc3j5evikya5gsqmdv32o3kqvio, Webhook: https://hooks.company.com/2394p1gdq47xbmy662x8qyf17mfy220v, Settings: Retry: 5, Timeout: 81s [ID: 36]|{"account_id": "ACC-042", "region": "Southeast", "product_line": "Enterprise"}
user-004|episodic|Last Friday, I attended Tech Conference at San Francisco. Met 28 potential leads and scheduled 15 follow-up meetings. [ID: 37]|{"account_id": "ACC-145", "region": "Midwest", "product_line": "Operations"}
user-003|episodic|This morning at 13:30 PM, I closed a deal with CloudSystems worth $449K annually. The contract was signed after 3 months of negotiations. [ID: 38]|{"account_id": "ACC-021", "region": "Northwest", "product_line": "Integration"}
user-004|resource|# Complete Competitive Analysis
@@ -196,7 +196,7 @@ user-005|procedural|Migration checklist: 1) Review requirements thoroughly. 2) M
user-001|core|My name is Bob Smith and I work as a Account Executive at DataVision Inc. I specialize in enterprise sales. [ID: 52]|{"account_id": "ACC-136", "region": "Northeast", "product_line": "SMB"}
user-002|episodic|Last Wednesday, I attended Networking Event at San Francisco. Met 44 potential leads and scheduled 5 follow-up meetings. [ID: 53]|{"account_id": "ACC-091", "region": "West", "product_line": "Integration"}
user-005|core|My name is David Lee and I work as a Business Development Manager at CloudSystems. I specialize in cloud architecture. [ID: 54]|{"account_id": "ACC-077", "region": "International", "product_line": "Platform"}
-user-001|knowledge_vault|Marketing Platform Credentials: API Key: sk_a51sxi7psiqdpmncw6ps9imwenothqdj, Secret: L6Z4FN7LLHBD4GKXKD9LL50EXRXP9TAJGPAYV80Q, Endpoint: https://api.system.com/v3, Region: us-west-2 [ID: 55]|{"account_id": "ACC-090", "region": "Northwest", "product_line": "Analytics"}
+user-001|knowledge|Marketing Platform Credentials: API Key: sk_a51sxi7psiqdpmncw6ps9imwenothqdj, Secret: L6Z4FN7LLHBD4GKXKD9LL50EXRXP9TAJGPAYV80Q, Endpoint: https://api.system.com/v3, Region: us-west-2 [ID: 55]|{"account_id": "ACC-090", "region": "Northwest", "product_line": "Analytics"}
user-004|semantic|Account-Based Marketing is an essential tool for modern business. It provides benefits such as increased efficiency, better decision making, and improved ROI. [ID: 56]|{"account_id": "ACC-049", "region": "South", "product_line": "Integration"}
user-005|semantic|Revenue Operations is a key metric for business performance. It helps organizations make data-driven decisions. Critical for strategic planning and optimization. [ID: 57]|{"account_id": "ACC-062", "region": "Southwest", "product_line": "SMB"}
user-005|episodic|Last Thursday, I attended Networking Event at New York. Met 11 potential leads and scheduled 12 follow-up meetings. [ID: 58]|{"account_id": "ACC-056", "region": "International", "product_line": "Platform"}
@@ -265,7 +265,7 @@ We will implement strategic tactics to achieve our objectives. This includes hir
## Action Items
1) Complete by end of month 2) Review weekly progress 3) Adjust strategy as needed [ID: 67]|{"account_id": "ACC-193", "region": "Southeast", "product_line": "Cloud"}
-user-003|knowledge_vault|Communication Service Credentials: API Key: sk_xhreclr0ri1hd3ew90v0t6dq03h27k8m, Secret: ECHNF0978MMP71R2W8OIAJDCJ7UXT9OR6YMJ9OOO, Endpoint: https://api.platform.com/v1, Region: ap-southeast-1 [ID: 68]|{"account_id": "ACC-028", "region": "International", "product_line": "Operations"}
+user-003|knowledge|Communication Service Credentials: API Key: sk_xhreclr0ri1hd3ew90v0t6dq03h27k8m, Secret: ECHNF0978MMP71R2W8OIAJDCJ7UXT9OR6YMJ9OOO, Endpoint: https://api.platform.com/v1, Region: ap-southeast-1 [ID: 68]|{"account_id": "ACC-028", "region": "International", "product_line": "Operations"}
user-004|semantic|Lead Qualification Framework is a key metric for business performance. It helps organizations make data-driven decisions. Critical for strategic planning and optimization. [ID: 69]|{"account_id": "ACC-171", "region": "Southwest", "product_line": "Marketing"}
user-005|procedural|Contract negotiation workflow: Step 1 - Address concerns and objections. Step 2 - Prepare detailed proposal. Step 3 - Identify key stakeholders. Step 4 - Negotiate terms and pricing. Step 5 - Review requirements thoroughly. [ID: 70]|{"account_id": "ACC-083", "region": "Southeast", "product_line": "Analytics"}
user-001|episodic|Yesterday at 14:00 PM, I conducted a presentation for TechCorp. Deal moved to final stage. [ID: 71]|{"account_id": "ACC-163", "region": "International", "product_line": "Analytics"}
@@ -293,7 +293,7 @@ user-001|core|Profile update: Alice Johnson, Account Executive position at Cloud
user-004|semantic|Digital Sales Room is an essential tool for modern business. It provides benefits such as increased efficiency, better decision making, and improved ROI. [ID: 79]|{"account_id": "ACC-021", "region": "Southeast", "product_line": "Cloud"}
user-002|episodic|On Friday, I had a call with TechCorp regarding performance concerns. We resolved the problem within 3 hours and they agreed to continue their contract. [ID: 80]|{"account_id": "ACC-120", "region": "West", "product_line": "Cloud"}
user-004|procedural|Deal approval workflow: Step 1 - Negotiate terms and pricing. Step 2 - Document lessons learned. Step 3 - Monitor progress closely. Step 4 - Collect feedback regularly. Step 5 - Finalize documentation. [ID: 81]|{"account_id": "ACC-101", "region": "Northwest", "product_line": "Analytics"}
-user-004|knowledge_vault|Analytics Platform Access: Server: staging-db-8.company.com, Port: 6379, Username: admin_6630, Password: c!fJ$jqKz!rKd0p8, Additional: SSL: Required, Timeout: 11s [ID: 82]|{"account_id": "ACC-162", "region": "International", "product_line": "Security"}
+user-004|knowledge|Analytics Platform Access: Server: staging-db-8.company.com, Port: 6379, Username: admin_6630, Password: c!fJ$jqKz!rKd0p8, Additional: SSL: Required, Timeout: 11s [ID: 82]|{"account_id": "ACC-162", "region": "International", "product_line": "Security"}
user-003|semantic|Digital Sales Room is an essential tool for modern business. It provides benefits such as increased efficiency, better decision making, and improved ROI. [ID: 83]|{"account_id": "ACC-056", "region": "West", "product_line": "Integration"}
user-003|procedural|Onboarding checklist: 1) Document lessons learned. 2) Monitor progress closely. 3) Address concerns and objections. 4) Present to decision makers. 5) Conduct initial assessment. [ID: 84]|{"account_id": "ACC-025", "region": "Southeast", "product_line": "Cloud"}
user-003|core|My name is Jack Anderson and I work as a Account Executive at DataVision Inc. I specialize in business intelligence. [ID: 85]|{"account_id": "ACC-007", "region": "East", "product_line": "Financial"}
@@ -313,7 +313,7 @@ Always document throughout the process
## Resources
Training materials available on internal portal [ID: 86]|{"account_id": "ACC-167", "region": "East", "product_line": "Cloud"}
user-003|procedural|My proposal development process: First, Schedule implementation. Second, Review requirements thoroughly. Third, Negotiate terms and pricing. Fourth, Finalize documentation. Finally, Identify key stakeholders. [ID: 87]|{"account_id": "ACC-199", "region": "South", "product_line": "Marketing"}
-user-004|knowledge_vault|AWS Credentials: API Key: sk_ky9asxsz9b8gllkwmso5ygkijxjgpvj9, Secret: 9GC8C8V8JPDE2GWH22RC5VUV5BY72UAVDIC4UAU8, Endpoint: https://api.service.com/v3, Region: us-east-1 [ID: 88]|{"account_id": "ACC-056", "region": "South", "product_line": "Analytics"}
+user-004|knowledge|AWS Credentials: API Key: sk_ky9asxsz9b8gllkwmso5ygkijxjgpvj9, Secret: 9GC8C8V8JPDE2GWH22RC5VUV5BY72UAVDIC4UAU8, Endpoint: https://api.service.com/v3, Region: us-east-1 [ID: 88]|{"account_id": "ACC-056", "region": "South", "product_line": "Analytics"}
user-001|semantic|Customer Data Platform is a key metric for business performance. It helps organizations make data-driven decisions. Critical for strategic planning and optimization. [ID: 89]|{"account_id": "ACC-123", "region": "South", "product_line": "Cloud"}
user-005|resource|# Essential Competitive Analysis
@@ -331,10 +331,10 @@ Always monitor throughout the process
## Resources
Training materials available on internal portal [ID: 90]|{"account_id": "ACC-174", "region": "South", "product_line": "Integration"}
user-003|core|My name is Emma Wilson and I work as a Sales Engineer at Innovation Labs. I specialize in AI solutions. [ID: 91]|{"account_id": "ACC-020", "region": "West", "product_line": "Financial"}
-user-004|knowledge_vault|Zendesk Configuration: URL: https://portal.company.com, Access Token: 0x3xbuyc1buz6tzcy5yri9iz2919yqmhb9tcmfuqg8o4s6ozxinon2t9mrk9jii0, Webhook: https://hooks.company.com/b368ycj7dp7xnw61uuvge9t08yxcw5md, Settings: Retry: 7, Timeout: 50s [ID: 92]|{"account_id": "ACC-010", "region": "Southeast", "product_line": "Marketing"}
+user-004|knowledge|Zendesk Configuration: URL: https://portal.company.com, Access Token: 0x3xbuyc1buz6tzcy5yri9iz2919yqmhb9tcmfuqg8o4s6ozxinon2t9mrk9jii0, Webhook: https://hooks.company.com/b368ycj7dp7xnw61uuvge9t08yxcw5md, Settings: Retry: 7, Timeout: 50s [ID: 92]|{"account_id": "ACC-010", "region": "Southeast", "product_line": "Marketing"}
user-005|episodic|This morning at 17:30 AM, I closed a deal with Digital Dynamics worth $425K annually. The contract was signed after 4 months of negotiations. [ID: 93]|{"account_id": "ACC-166", "region": "Northwest", "product_line": "Marketing"}
user-002|core|My name is Bob Smith and I work as a Product Manager at Quantum Systems. I specialize in product strategy. [ID: 94]|{"account_id": "ACC-145", "region": "Central", "product_line": "Cloud"}
-user-003|knowledge_vault|Backup Server Access: Server: dev-db-2.company.com, Port: 3306, Username: admin_7867, Password: hypc@N9GQqTv@tVD, Additional: SSL: Required, Timeout: 20s [ID: 95]|{"account_id": "ACC-082", "region": "International", "product_line": "Operations"}
+user-003|knowledge|Backup Server Access: Server: dev-db-2.company.com, Port: 3306, Username: admin_7867, Password: hypc@N9GQqTv@tVD, Additional: SSL: Required, Timeout: 20s [ID: 95]|{"account_id": "ACC-082", "region": "International", "product_line": "Operations"}
user-003|resource|# Essential Customer Success Playbook
## Purpose
@@ -368,7 +368,7 @@ Always monitor throughout the process
## Resources
Training materials available on internal portal [ID: 100]|{"account_id": "ACC-046", "region": "Midwest", "product_line": "Security"}
-user-005|knowledge_vault|Payment Gateway Credentials: API Key: sk_9ib1jfylsvubq7lw765p8wfhu1h6kt72, Secret: EOBKBEF4C6X9VKMO71VTNJXY3WNFHXE2LFRO8XRF, Endpoint: https://api.service.com/v3, Region: us-west-2 [ID: 101]|{"account_id": "ACC-165", "region": "East", "product_line": "Marketing"}
+user-005|knowledge|Payment Gateway Credentials: API Key: sk_9ib1jfylsvubq7lw765p8wfhu1h6kt72, Secret: EOBKBEF4C6X9VKMO71VTNJXY3WNFHXE2LFRO8XRF, Endpoint: https://api.service.com/v3, Region: us-west-2 [ID: 101]|{"account_id": "ACC-165", "region": "East", "product_line": "Marketing"}
user-001|resource|# Comprehensive Compensation Plan
## Purpose
@@ -405,7 +405,7 @@ Always validate throughout the process
## Resources
Training materials available on internal portal [ID: 109]|{"account_id": "ACC-060", "region": "Northwest", "product_line": "Operations"}
-user-002|knowledge_vault|File Storage Access: Server: prod-db-10.company.com, Port: 6379, Username: admin_9246, Password: 2rdtpWzLsT5uBQ1g, Additional: SSL: Required, Timeout: 46s [ID: 110]|{"account_id": "ACC-034", "region": "East", "product_line": "Enterprise"}
+user-002|knowledge|File Storage Access: Server: prod-db-10.company.com, Port: 6379, Username: admin_9246, Password: 2rdtpWzLsT5uBQ1g, Additional: SSL: Required, Timeout: 46s [ID: 110]|{"account_id": "ACC-034", "region": "East", "product_line": "Enterprise"}
user-001|semantic|CRM Platform is an essential tool for modern business. It provides benefits such as increased efficiency, better decision making, and improved ROI. [ID: 111]|{"account_id": "ACC-112", "region": "Midwest", "product_line": "Operations"}
user-002|semantic|Net Promoter Score refers to the measurement of business outcomes. Key characteristics include measurable outcomes, actionable insights, and continuous improvement. [ID: 112]|{"account_id": "ACC-054", "region": "Southwest", "product_line": "Operations"}
user-003|episodic|On Thursday at 15:00 AM, I had a strategic planning session with Digital Dynamics. We discussed expansion plans for Q4 and received approval for pilot program. [ID: 113]|{"account_id": "ACC-196", "region": "Central", "product_line": "Operations"}
@@ -464,7 +464,7 @@ Always document throughout the process
## Resources
Training materials available on internal portal [ID: 126]|{"account_id": "ACC-153", "region": "Midwest", "product_line": "Platform"}
-user-005|knowledge_vault|Azure Credentials: API Key: sk_7qsg6s4bn18v2o9aylmkgyttdclyiisr, Secret: ZOJEQA3I2SQJEONNSP0YYS7X0T54X4MAC8BEKAA7, Endpoint: https://api.service.com/v3, Region: us-east-1 [ID: 127]|{"account_id": "ACC-100", "region": "West", "product_line": "Operations"}
+user-005|knowledge|Azure Credentials: API Key: sk_7qsg6s4bn18v2o9aylmkgyttdclyiisr, Secret: ZOJEQA3I2SQJEONNSP0YYS7X0T54X4MAC8BEKAA7, Endpoint: https://api.service.com/v3, Region: us-east-1 [ID: 127]|{"account_id": "ACC-100", "region": "West", "product_line": "Operations"}
user-003|core|I'm Bob Smith, working as Sales Engineer in CloudSystems. My key expertise is in digital transformation. [ID: 128]|{"account_id": "ACC-090", "region": "Northeast", "product_line": "Enterprise"}
user-001|episodic|This morning at 16:00 PM, I closed a deal with Quantum Systems worth $249K annually. The contract was signed after 3 months of negotiations. [ID: 129]|{"account_id": "ACC-168", "region": "Northwest", "product_line": "Cloud"}
user-004|core|I'm Carol Davis, CTO at Smart Solutions. My focus areas are B2B marketing and product strategy. [ID: 130]|{"account_id": "ACC-044", "region": "Southeast", "product_line": "Financial"}
@@ -501,7 +501,7 @@ We will implement focused tactics to achieve our objectives. This includes hirin
1) Complete by end of month 2) Review weekly progress 3) Adjust strategy as needed [ID: 133]|{"account_id": "ACC-005", "region": "Northeast", "product_line": "Security"}
user-003|core|I'm Frank Chen, working as CTO in DataVision Inc. My key expertise is in business intelligence. [ID: 134]|{"account_id": "ACC-038", "region": "Midwest", "product_line": "Integration"}
user-003|episodic|On Monday at 11:30 PM, I had a contract negotiation with TechCorp. We discussed performance metrics and received approval for pilot program. [ID: 135]|{"account_id": "ACC-080", "region": "Southwest", "product_line": "Cloud"}
-user-001|knowledge_vault|File Storage Access: Server: staging-db-3.company.com, Port: 3306, Username: admin_3973, Password: 7gvuBWjG@qDvD6Vj, Additional: SSL: Required, Timeout: 18s [ID: 136]|{"account_id": "ACC-138", "region": "Northwest", "product_line": "Cloud"}
+user-001|knowledge|File Storage Access: Server: staging-db-3.company.com, Port: 3306, Username: admin_3973, Password: 7gvuBWjG@qDvD6Vj, Additional: SSL: Required, Timeout: 18s [ID: 136]|{"account_id": "ACC-138", "region": "Northwest", "product_line": "Cloud"}
user-003|semantic|Net Promoter Score is a key metric for business performance. It helps organizations make data-driven decisions. Critical for strategic planning and optimization. [ID: 137]|{"account_id": "ACC-194", "region": "West", "product_line": "SMB"}
user-003|episodic|Yesterday at 9:30 PM, I conducted a presentation for Quantum Systems. We identified next steps. [ID: 138]|{"account_id": "ACC-055", "region": "East", "product_line": "Cloud"}
user-003|semantic|Predictive Analytics is an essential tool for modern business. It provides benefits such as increased efficiency, better decision making, and improved ROI. [ID: 139]|{"account_id": "ACC-050", "region": "East", "product_line": "Platform"}
@@ -575,10 +575,10 @@ Always communicate throughout the process
## Resources
Training materials available on internal portal [ID: 153]|{"account_id": "ACC-162", "region": "East", "product_line": "Analytics"}
-user-004|knowledge_vault|VPN Gateway Access: Server: prod-db-6.company.com, Port: 5432, Username: admin_7265, Password: qnTG6x$3sZuXLRPH, Additional: SSL: Required, Timeout: 19s [ID: 154]|{"account_id": "ACC-185", "region": "Southeast", "product_line": "Enterprise"}
+user-004|knowledge|VPN Gateway Access: Server: prod-db-6.company.com, Port: 5432, Username: admin_7265, Password: qnTG6x$3sZuXLRPH, Additional: SSL: Required, Timeout: 19s [ID: 154]|{"account_id": "ACC-185", "region": "Southeast", "product_line": "Enterprise"}
user-002|episodic|Yesterday at 10:30 PM, I conducted a product demo for Digital Dynamics. Deal moved to final stage. [ID: 155]|{"account_id": "ACC-038", "region": "Southwest", "product_line": "Cloud"}
user-002|episodic|On Monday at 13:00 AM, I had a quarterly business review with Smart Solutions. We discussed budget allocation and they committed to a 40% increase. [ID: 156]|{"account_id": "ACC-069", "region": "Southeast", "product_line": "Operations"}
-user-004|knowledge_vault|Salesforce Configuration: URL: https://app.company.com, Access Token: iymzmpffut43oa1idcu8s1eebdsyuj72ejuchugbyaiim68csyyegzx6yhhqv5mo, Webhook: https://hooks.company.com/rzdl0eegoqelvjf5esp0n6a3u1lue9cn, Settings: Retry: 3, Timeout: 100s [ID: 157]|{"account_id": "ACC-193", "region": "Southeast", "product_line": "Cloud"}
+user-004|knowledge|Salesforce Configuration: URL: https://app.company.com, Access Token: iymzmpffut43oa1idcu8s1eebdsyuj72ejuchugbyaiim68csyyegzx6yhhqv5mo, Webhook: https://hooks.company.com/rzdl0eegoqelvjf5esp0n6a3u1lue9cn, Settings: Retry: 3, Timeout: 100s [ID: 157]|{"account_id": "ACC-193", "region": "Southeast", "product_line": "Cloud"}
user-001|core|Profile update: Jack Anderson, Senior Sales Manager position at Global Enterprises, responsible for team leadership. [ID: 158]|{"account_id": "ACC-026", "region": "East", "product_line": "Financial"}
user-002|semantic|Digital Sales Room is a key metric for business performance. It helps organizations make data-driven decisions. Critical for strategic planning and optimization. [ID: 159]|{"account_id": "ACC-085", "region": "Southeast", "product_line": "Enterprise"}
user-003|resource|# Complete Product Pricing Guide
@@ -657,17 +657,17 @@ Always document throughout the process
## Resources
Training materials available on internal portal [ID: 165]|{"account_id": "ACC-018", "region": "Northwest", "product_line": "Operations"}
-user-004|knowledge_vault|Slack Configuration: URL: https://dashboard.company.com, Access Token: z0giahk8shgxz13f4iubk1dphxa77cqki5swr12e89tqmbmzrva0xy88b0oda0p1, Webhook: https://hooks.company.com/7t1kdfgte90wis4iv0fed9xvdkgdef2a, Settings: Retry: 4, Timeout: 71s [ID: 166]|{"account_id": "ACC-038", "region": "East", "product_line": "Operations"}
+user-004|knowledge|Slack Configuration: URL: https://dashboard.company.com, Access Token: z0giahk8shgxz13f4iubk1dphxa77cqki5swr12e89tqmbmzrva0xy88b0oda0p1, Webhook: https://hooks.company.com/7t1kdfgte90wis4iv0fed9xvdkgdef2a, Settings: Retry: 4, Timeout: 71s [ID: 166]|{"account_id": "ACC-038", "region": "East", "product_line": "Operations"}
user-001|core|My name is Carol Davis and I work as a Sales Engineer at Innovation Labs. I specialize in customer engagement. [ID: 167]|{"account_id": "ACC-198", "region": "Southeast", "product_line": "Analytics"}
-user-004|knowledge_vault|HubSpot Configuration: URL: https://portal.company.com, Access Token: p4vnd9ns3s68b5x6na9xgwf54xgjnl50946un553myjwe13oepif1gp86ytx7862, Webhook: https://hooks.company.com/rewr7bt5yhun6ud7a2iznr4l3mv8d8sy, Settings: Retry: 7, Timeout: 85s [ID: 168]|{"account_id": "ACC-107", "region": "International", "product_line": "Operations"}
+user-004|knowledge|HubSpot Configuration: URL: https://portal.company.com, Access Token: p4vnd9ns3s68b5x6na9xgwf54xgjnl50946un553myjwe13oepif1gp86ytx7862, Webhook: https://hooks.company.com/rewr7bt5yhun6ud7a2iznr4l3mv8d8sy, Settings: Retry: 7, Timeout: 85s [ID: 168]|{"account_id": "ACC-107", "region": "International", "product_line": "Operations"}
user-003|semantic|CRM Platform is an essential tool for modern business. It provides benefits such as increased efficiency, better decision making, and improved ROI. [ID: 169]|{"account_id": "ACC-012", "region": "Midwest", "product_line": "Analytics"}
-user-001|knowledge_vault|VPN Gateway Access: Server: prod-db-7.company.com, Port: 5432, Username: admin_2271, Password: GYn9tKdq828n!tlb, Additional: SSL: Required, Timeout: 54s [ID: 170]|{"account_id": "ACC-115", "region": "Midwest", "product_line": "SMB"}
+user-001|knowledge|VPN Gateway Access: Server: prod-db-7.company.com, Port: 5432, Username: admin_2271, Password: GYn9tKdq828n!tlb, Additional: SSL: Required, Timeout: 54s [ID: 170]|{"account_id": "ACC-115", "region": "Midwest", "product_line": "SMB"}
user-003|episodic|This morning at 12:00 PM, I closed a deal with FinTech Solutions worth $99K annually. The contract was signed after 3 months of negotiations. [ID: 171]|{"account_id": "ACC-197", "region": "Northeast", "product_line": "Integration"}
-user-002|knowledge_vault|File Storage Access: Server: prod-db-10.company.com, Port: 3306, Username: admin_8721, Password: po0Psn#QMz@ZdCeH, Additional: SSL: Required, Timeout: 51s [ID: 172]|{"account_id": "ACC-057", "region": "Midwest", "product_line": "Marketing"}
+user-002|knowledge|File Storage Access: Server: prod-db-10.company.com, Port: 3306, Username: admin_8721, Password: po0Psn#QMz@ZdCeH, Additional: SSL: Required, Timeout: 51s [ID: 172]|{"account_id": "ACC-057", "region": "Midwest", "product_line": "Marketing"}
user-004|procedural|My proposal development process: First, Prepare detailed proposal. Second, Finalize documentation. Third, Monitor progress closely. Fourth, Conduct initial assessment. Finally, Collect feedback regularly. [ID: 173]|{"account_id": "ACC-110", "region": "South", "product_line": "Analytics"}
user-004|procedural|My customer onboarding process: First, Address concerns and objections. Second, Prepare detailed proposal. Third, Identify key stakeholders. Fourth, Review requirements thoroughly. Finally, Document lessons learned. [ID: 174]|{"account_id": "ACC-195", "region": "Southwest", "product_line": "Marketing"}
user-002|core|I'm Bob Smith, Solutions Architect at FinTech Solutions. My focus areas are B2B marketing and cloud architecture. [ID: 175]|{"account_id": "ACC-083", "region": "Northeast", "product_line": "Platform"}
-user-003|knowledge_vault|File Storage Access: Server: dev-db-9.company.com, Port: 8080, Username: admin_2744, Password: v!X8#6Pgn%U3sCEt, Additional: SSL: Required, Timeout: 22s [ID: 176]|{"account_id": "ACC-069", "region": "South", "product_line": "Cloud"}
+user-003|knowledge|File Storage Access: Server: dev-db-9.company.com, Port: 8080, Username: admin_2744, Password: v!X8#6Pgn%U3sCEt, Additional: SSL: Required, Timeout: 22s [ID: 176]|{"account_id": "ACC-069", "region": "South", "product_line": "Cloud"}
user-004|procedural|My territory planning process: First, Finalize documentation. Second, Prepare detailed proposal. Third, Document lessons learned. Fourth, Schedule implementation. Finally, Review requirements thoroughly. [ID: 177]|{"account_id": "ACC-044", "region": "Central", "product_line": "Integration"}
user-002|semantic|Revenue Operations is a key metric for business performance. It helps organizations make data-driven decisions. Critical for strategic planning and optimization. [ID: 178]|{"account_id": "ACC-150", "region": "Northeast", "product_line": "Platform"}
user-003|core|My name is Frank Chen and I work as a CTO at FinTech Solutions. I specialize in enterprise sales. [ID: 179]|{"account_id": "ACC-114", "region": "Northwest", "product_line": "Security"}
@@ -727,7 +727,7 @@ user-001|procedural|Customer handoff workflow: Step 1 - Review requirements thor
user-004|semantic|Account-Based Marketing is an essential tool for modern business. It provides benefits such as increased efficiency, better decision making, and improved ROI. [ID: 191]|{"account_id": "ACC-009", "region": "Midwest", "product_line": "SMB"}
user-004|semantic|Lead Qualification Framework is a key metric for business performance. It helps organizations make data-driven decisions. Critical for strategic planning and optimization. [ID: 192]|{"account_id": "ACC-129", "region": "Central", "product_line": "Security"}
user-004|core|I'm David Lee, working as Sales Engineer in TechCorp. My key expertise is in product strategy. [ID: 193]|{"account_id": "ACC-137", "region": "Midwest", "product_line": "Integration"}
-user-004|knowledge_vault|Integration Hub Credentials: API Key: sk_7lp7ppqhgut1ea4295ytw2uonq34ms3i, Secret: 494ET2THCIEYM396N515YEO62AJERGZI5XUDYO3H, Endpoint: https://api.platform.com/v2, Region: eu-west-1 [ID: 194]|{"account_id": "ACC-007", "region": "International", "product_line": "Marketing"}
+user-004|knowledge|Integration Hub Credentials: API Key: sk_7lp7ppqhgut1ea4295ytw2uonq34ms3i, Secret: 494ET2THCIEYM396N515YEO62AJERGZI5XUDYO3H, Endpoint: https://api.platform.com/v2, Region: eu-west-1 [ID: 194]|{"account_id": "ACC-007", "region": "International", "product_line": "Marketing"}
user-001|episodic|This morning at 10:00 PM, I closed a deal with NextGen Tech worth $286K annually. The contract was signed after 2 months of negotiations. [ID: 195]|{"account_id": "ACC-075", "region": "South", "product_line": "Integration"}
user-001|semantic|Net Promoter Score refers to the measurement of business outcomes. Key characteristics include measurable outcomes, actionable insights, and continuous improvement. [ID: 196]|{"account_id": "ACC-027", "region": "Northwest", "product_line": "Operations"}
user-005|procedural|Forecasting workflow: Step 1 - Finalize documentation. Step 2 - Schedule implementation. Step 3 - Prepare detailed proposal. Step 4 - Identify key stakeholders. Step 5 - Document lessons learned. [ID: 197]|{"account_id": "ACC-041", "region": "Central", "product_line": "Operations"}
@@ -753,7 +753,7 @@ We will implement strategic tactics to achieve our objectives. This includes hir
1) Complete by end of quarter 2) Review weekly progress 3) Adjust strategy as needed [ID: 203]|{"account_id": "ACC-055", "region": "West", "product_line": "Financial"}
user-005|episodic|Yesterday at 17:00 PM, I conducted a product demo for DataVision Inc. Deal moved to final stage. [ID: 204]|{"account_id": "ACC-196", "region": "Southwest", "product_line": "Marketing"}
user-001|episodic|On Tuesday, I had a call with Smart Solutions regarding service outage. We resolved the problem within 5 hours and they agreed to continue their contract. [ID: 205]|{"account_id": "ACC-081", "region": "Central", "product_line": "Marketing"}
-user-005|knowledge_vault|Payment Gateway Credentials: API Key: sk_iyjzm2hxkkf4hq0uyir7eghtsb55i5h3, Secret: 3N1ZCBIBZFWNEG91LN0YVNU1LH5HJ0KGAAYSQCEI, Endpoint: https://api.system.com/v1, Region: us-east-1 [ID: 206]|{"account_id": "ACC-060", "region": "Northeast", "product_line": "Analytics"}
+user-005|knowledge|Payment Gateway Credentials: API Key: sk_iyjzm2hxkkf4hq0uyir7eghtsb55i5h3, Secret: 3N1ZCBIBZFWNEG91LN0YVNU1LH5HJ0KGAAYSQCEI, Endpoint: https://api.system.com/v1, Region: us-east-1 [ID: 206]|{"account_id": "ACC-060", "region": "Northeast", "product_line": "Analytics"}
user-003|semantic|Net Promoter Score is an essential tool for modern business. It provides benefits such as increased efficiency, better decision making, and improved ROI. [ID: 207]|{"account_id": "ACC-031", "region": "East", "product_line": "Security"}
user-001|core|I'm Jack Anderson, Business Development Manager at TechCorp. My focus areas are cloud architecture and business intelligence. [ID: 208]|{"account_id": "ACC-170", "region": "East", "product_line": "Platform"}
user-002|resource|# Comprehensive Compensation Plan
@@ -771,17 +771,17 @@ Always validate throughout the process
## Resources
Training materials available on internal portal [ID: 209]|{"account_id": "ACC-183", "region": "South", "product_line": "Analytics"}
-user-003|knowledge_vault|Zendesk Configuration: URL: https://dashboard.company.com, Access Token: jq575qvowhqa8qaeu24or4qhaemiw93uxauuep9dpyxxgh10b79nhosy4zhc50ql, Webhook: https://hooks.company.com/bwzlqluwcugeschnfwicbcxhvfmxtewe, Settings: Retry: 6, Timeout: 120s [ID: 210]|{"account_id": "ACC-082", "region": "Northwest", "product_line": "Platform"}
+user-003|knowledge|Zendesk Configuration: URL: https://dashboard.company.com, Access Token: jq575qvowhqa8qaeu24or4qhaemiw93uxauuep9dpyxxgh10b79nhosy4zhc50ql, Webhook: https://hooks.company.com/bwzlqluwcugeschnfwicbcxhvfmxtewe, Settings: Retry: 6, Timeout: 120s [ID: 210]|{"account_id": "ACC-082", "region": "Northwest", "product_line": "Platform"}
user-001|semantic|Revenue Operations is an essential tool for modern business. It provides benefits such as increased efficiency, better decision making, and improved ROI. [ID: 211]|{"account_id": "ACC-145", "region": "Northwest", "product_line": "Integration"}
user-005|procedural|Onboarding checklist: 1) Prepare detailed proposal. 2) Finalize documentation. 3) Document lessons learned. 4) Collect feedback regularly. 5) Conduct initial assessment. [ID: 212]|{"account_id": "ACC-190", "region": "Southeast", "product_line": "Integration"}
user-004|core|I'm Jack Anderson, working as Marketing Director in CloudSystems. My key expertise is in AI solutions. [ID: 213]|{"account_id": "ACC-069", "region": "Northeast", "product_line": "Security"}
-user-004|knowledge_vault|AWS Credentials: API Key: sk_7rwlxfx2vzgld4qgddgo1xtk510ybhsi, Secret: B254AAOSSSEWW4X284G0VNAH72P11NGGN2SPT68E, Endpoint: https://api.platform.com/v2, Region: eu-west-1 [ID: 214]|{"account_id": "ACC-020", "region": "Southeast", "product_line": "Cloud"}
-user-003|knowledge_vault|Backup Server Access: Server: dev-db-2.company.com, Port: 6379, Username: admin_1837, Password: 6qLsWb#x6Kg#xCsY, Additional: SSL: Required, Timeout: 45s [ID: 215]|{"account_id": "ACC-125", "region": "South", "product_line": "Cloud"}
+user-004|knowledge|AWS Credentials: API Key: sk_7rwlxfx2vzgld4qgddgo1xtk510ybhsi, Secret: B254AAOSSSEWW4X284G0VNAH72P11NGGN2SPT68E, Endpoint: https://api.platform.com/v2, Region: eu-west-1 [ID: 214]|{"account_id": "ACC-020", "region": "Southeast", "product_line": "Cloud"}
+user-003|knowledge|Backup Server Access: Server: dev-db-2.company.com, Port: 6379, Username: admin_1837, Password: 6qLsWb#x6Kg#xCsY, Additional: SSL: Required, Timeout: 45s [ID: 215]|{"account_id": "ACC-125", "region": "South", "product_line": "Cloud"}
user-001|episodic|This morning at 10:30 PM, I closed a deal with CloudSystems worth $119K annually. The contract was signed after 4 months of negotiations. [ID: 216]|{"account_id": "ACC-144", "region": "Southeast", "product_line": "Enterprise"}
user-002|semantic|CRM Platform refers to the measurement of business outcomes. Key characteristics include measurable outcomes, actionable insights, and continuous improvement. [ID: 217]|{"account_id": "ACC-161", "region": "Midwest", "product_line": "Security"}
user-002|episodic|On Friday at 9:30 AM, I had a quarterly business review with Quantum Systems. We discussed pricing structure and they committed to a 40% increase. [ID: 218]|{"account_id": "ACC-143", "region": "East", "product_line": "Financial"}
user-002|core|I'm David Lee, Product Manager at CloudSystems. My focus areas are technical consulting and B2B marketing. [ID: 219]|{"account_id": "ACC-038", "region": "Southwest", "product_line": "Financial"}
-user-004|knowledge_vault|Data Warehouse Credentials: API Key: sk_edu4e1jcl6fe2qkkypdt6y8ec518ur2w, Secret: 5YWC7J5J52VISIOBHKHX04WV4KLBSUR8KNEJ5XLY, Endpoint: https://api.service.com/v3, Region: eu-west-1 [ID: 220]|{"account_id": "ACC-126", "region": "Southeast", "product_line": "Financial"}
+user-004|knowledge|Data Warehouse Credentials: API Key: sk_edu4e1jcl6fe2qkkypdt6y8ec518ur2w, Secret: 5YWC7J5J52VISIOBHKHX04WV4KLBSUR8KNEJ5XLY, Endpoint: https://api.service.com/v3, Region: eu-west-1 [ID: 220]|{"account_id": "ACC-126", "region": "Southeast", "product_line": "Financial"}
user-003|episodic|Yesterday at 10:30 AM, I conducted a consultation for Quantum Systems. Deal moved to final stage. [ID: 221]|{"account_id": "ACC-034", "region": "South", "product_line": "Marketing"}
user-003|core|Profile update: Jack Anderson, Customer Success Manager position at TechCorp, responsible for team leadership. [ID: 222]|{"account_id": "ACC-002", "region": "East", "product_line": "Marketing"}
user-003|core|I'm Emma Wilson, Business Development Manager at Innovation Labs. My focus areas are business intelligence and business intelligence. [ID: 223]|{"account_id": "ACC-165", "region": "West", "product_line": "Cloud"}
@@ -802,8 +802,8 @@ Always validate throughout the process
## Resources
Training materials available on internal portal [ID: 226]|{"account_id": "ACC-084", "region": "Northwest", "product_line": "Analytics"}
-user-004|knowledge_vault|File Storage Access: Server: prod-db-2.company.com, Port: 3306, Username: admin_1091, Password: FCuSHyJ%qCm!rkz$, Additional: SSL: Required, Timeout: 12s [ID: 227]|{"account_id": "ACC-075", "region": "Northwest", "product_line": "Cloud"}
-user-002|knowledge_vault|Analytics Platform Access: Server: dev-db-1.company.com, Port: 8080, Username: admin_8009, Password: FMUPQL7@EMy4CUGx, Additional: SSL: Required, Timeout: 12s [ID: 228]|{"account_id": "ACC-087", "region": "International", "product_line": "Integration"}
+user-004|knowledge|File Storage Access: Server: prod-db-2.company.com, Port: 3306, Username: admin_1091, Password: FCuSHyJ%qCm!rkz$, Additional: SSL: Required, Timeout: 12s [ID: 227]|{"account_id": "ACC-075", "region": "Northwest", "product_line": "Cloud"}
+user-002|knowledge|Analytics Platform Access: Server: dev-db-1.company.com, Port: 8080, Username: admin_8009, Password: FMUPQL7@EMy4CUGx, Additional: SSL: Required, Timeout: 12s [ID: 228]|{"account_id": "ACC-087", "region": "International", "product_line": "Integration"}
user-004|semantic|Marketing Automation refers to the measurement of business outcomes. Key characteristics include measurable outcomes, actionable insights, and continuous improvement. [ID: 229]|{"account_id": "ACC-124", "region": "South", "product_line": "Integration"}
user-005|semantic|Conversation Intelligence refers to the measurement of business outcomes. Key characteristics include measurable outcomes, actionable insights, and continuous improvement. [ID: 230]|{"account_id": "ACC-088", "region": "South", "product_line": "Cloud"}
user-004|semantic|Customer Lifetime Value refers to the measurement of business outcomes. Key characteristics include measurable outcomes, actionable insights, and continuous improvement. [ID: 231]|{"account_id": "ACC-016", "region": "Midwest", "product_line": "SMB"}
@@ -909,7 +909,7 @@ Always document throughout the process
## Resources
Training materials available on internal portal [ID: 248]|{"account_id": "ACC-119", "region": "South", "product_line": "SMB"}
user-001|procedural|My account planning process: First, Identify key stakeholders. Second, Monitor progress closely. Third, Negotiate terms and pricing. Fourth, Conduct initial assessment. Finally, Schedule implementation. [ID: 249]|{"account_id": "ACC-023", "region": "International", "product_line": "SMB"}
-user-001|knowledge_vault|Payment Gateway Credentials: API Key: sk_wjzy2ll0w7bxquj02wqdnu83u73ta9io, Secret: YO1JW138JJVEJKX1ETFVIKU7CGAS44IWPYMBZ8ZA, Endpoint: https://api.system.com/v3, Region: us-east-1 [ID: 250]|{"account_id": "ACC-130", "region": "Northwest", "product_line": "Operations"}
+user-001|knowledge|Payment Gateway Credentials: API Key: sk_wjzy2ll0w7bxquj02wqdnu83u73ta9io, Secret: YO1JW138JJVEJKX1ETFVIKU7CGAS44IWPYMBZ8ZA, Endpoint: https://api.system.com/v3, Region: us-east-1 [ID: 250]|{"account_id": "ACC-130", "region": "Northwest", "product_line": "Operations"}
user-002|semantic|Customer Churn is an essential tool for modern business. It provides benefits such as increased efficiency, better decision making, and improved ROI. [ID: 251]|{"account_id": "ACC-128", "region": "Southeast", "product_line": "Integration"}
user-003|core|Emma Wilson here - I'm the CTO for Smart Solutions's engineering team. [ID: 252]|{"account_id": "ACC-167", "region": "Northwest", "product_line": "Cloud"}
user-002|resource|# Competitive Analysis
@@ -929,7 +929,7 @@ We will implement aggressive tactics to achieve our objectives. This includes hi
1) Complete by end of quarter 2) Review weekly progress 3) Adjust strategy as needed [ID: 253]|{"account_id": "ACC-003", "region": "Central", "product_line": "Marketing"}
user-004|core|Profile update: Alice Johnson, Solutions Architect position at Innovation Labs, responsible for customer retention. [ID: 254]|{"account_id": "ACC-071", "region": "Midwest", "product_line": "Operations"}
user-002|core|Profile update: Jack Anderson, VP of Operations position at Innovation Labs, responsible for customer retention. [ID: 255]|{"account_id": "ACC-022", "region": "Northwest", "product_line": "Analytics"}
-user-003|knowledge_vault|Production Database Access: Server: staging-db-10.company.com, Port: 5432, Username: admin_3001, Password: w2yjtcnqrBbf6!E2, Additional: SSL: Required, Timeout: 15s [ID: 256]|{"account_id": "ACC-093", "region": "South", "product_line": "Integration"}
+user-003|knowledge|Production Database Access: Server: staging-db-10.company.com, Port: 5432, Username: admin_3001, Password: w2yjtcnqrBbf6!E2, Additional: SSL: Required, Timeout: 15s [ID: 256]|{"account_id": "ACC-093", "region": "South", "product_line": "Integration"}
user-004|resource|# Complete Compensation Plan
## Purpose
@@ -966,21 +966,21 @@ We will implement aggressive tactics to achieve our objectives. This includes hi
## Action Items
1) Complete by end of month 2) Review weekly progress 3) Adjust strategy as needed [ID: 264]|{"account_id": "ACC-165", "region": "South", "product_line": "Enterprise"}
-user-005|knowledge_vault|Email Server Access: Server: staging-db-9.company.com, Port: 5432, Username: admin_1257, Password: 3nWNcLIFepRn06RO, Additional: SSL: Required, Timeout: 12s [ID: 265]|{"account_id": "ACC-174", "region": "Southwest", "product_line": "Cloud"}
+user-005|knowledge|Email Server Access: Server: staging-db-9.company.com, Port: 5432, Username: admin_1257, Password: 3nWNcLIFepRn06RO, Additional: SSL: Required, Timeout: 12s [ID: 265]|{"account_id": "ACC-174", "region": "Southwest", "product_line": "Cloud"}
user-001|core|My name is Jack Anderson and I work as a Sales Engineer at Digital Dynamics. I specialize in digital transformation. [ID: 266]|{"account_id": "ACC-162", "region": "East", "product_line": "Security"}
user-001|core|Profile update: Iris Martinez, Senior Sales Manager position at Smart Solutions, responsible for product development. [ID: 267]|{"account_id": "ACC-136", "region": "West", "product_line": "Cloud"}
user-005|core|I'm Alice Johnson, Customer Success Manager at Innovation Labs. My focus areas are AI solutions and product strategy. [ID: 268]|{"account_id": "ACC-054", "region": "Northwest", "product_line": "Marketing"}
-user-005|knowledge_vault|Monitoring System Access: Server: dev-db-3.company.com, Port: 6379, Username: admin_6235, Password: i#%2XeS8uBLnc7iz, Additional: SSL: Required, Timeout: 23s [ID: 269]|{"account_id": "ACC-105", "region": "Southwest", "product_line": "Operations"}
+user-005|knowledge|Monitoring System Access: Server: dev-db-3.company.com, Port: 6379, Username: admin_6235, Password: i#%2XeS8uBLnc7iz, Additional: SSL: Required, Timeout: 23s [ID: 269]|{"account_id": "ACC-105", "region": "Southwest", "product_line": "Operations"}
user-002|episodic|Yesterday at 12:00 PM, I conducted a consultation for Digital Dynamics. The feedback was very positive. [ID: 270]|{"account_id": "ACC-189", "region": "Northeast", "product_line": "Enterprise"}
user-002|procedural|Onboarding checklist: 1) Identify key stakeholders. 2) Review requirements thoroughly. 3) Prepare detailed proposal. 4) Conduct initial assessment. 5) Collect feedback regularly. [ID: 271]|{"account_id": "ACC-137", "region": "Southwest", "product_line": "Analytics"}
-user-003|knowledge_vault|Payment Gateway Credentials: API Key: sk_fhuloprsadadu04axkct7dlub1mgxdar, Secret: 21L5AP4UN3U2KO2KLM65FT224V8SKFRTI0BEVITU, Endpoint: https://api.service.com/v1, Region: eu-west-1 [ID: 272]|{"account_id": "ACC-070", "region": "International", "product_line": "Integration"}
+user-003|knowledge|Payment Gateway Credentials: API Key: sk_fhuloprsadadu04axkct7dlub1mgxdar, Secret: 21L5AP4UN3U2KO2KLM65FT224V8SKFRTI0BEVITU, Endpoint: https://api.service.com/v1, Region: eu-west-1 [ID: 272]|{"account_id": "ACC-070", "region": "International", "product_line": "Integration"}
user-001|episodic|Last Tuesday, I attended Networking Event at Austin. Met 17 potential leads and scheduled 13 follow-up meetings. [ID: 273]|{"account_id": "ACC-132", "region": "South", "product_line": "Security"}
user-005|episodic|Yesterday at 17:30 AM, I conducted a product demo for FinTech Solutions. They requested a follow-up. [ID: 274]|{"account_id": "ACC-009", "region": "Southeast", "product_line": "Financial"}
user-002|core|I'm Bob Smith, working as Account Executive in TechCorp. My key expertise is in data analytics. [ID: 275]|{"account_id": "ACC-123", "region": "East", "product_line": "Marketing"}
user-002|semantic|Net Promoter Score refers to the measurement of business outcomes. Key characteristics include measurable outcomes, actionable insights, and continuous improvement. [ID: 276]|{"account_id": "ACC-007", "region": "South", "product_line": "Integration"}
user-004|procedural|Onboarding checklist: 1) Negotiate terms and pricing. 2) Conduct initial assessment. 3) Finalize documentation. 4) Document lessons learned. 5) Schedule implementation. [ID: 277]|{"account_id": "ACC-014", "region": "Midwest", "product_line": "Integration"}
user-001|episodic|Last Wednesday, I attended Industry Summit at New York. Met 26 potential leads and scheduled 13 follow-up meetings. [ID: 278]|{"account_id": "ACC-186", "region": "Southeast", "product_line": "SMB"}
-user-002|knowledge_vault|Marketing Platform Credentials: API Key: sk_9pa1k2dhvb0trrp0hlpbtj811j4wr217, Secret: TXWTDS0NB45Z0S27TR38MTK5BKL4W25X2BFQ22ND, Endpoint: https://api.system.com/v2, Region: ap-southeast-1 [ID: 279]|{"account_id": "ACC-096", "region": "International", "product_line": "Cloud"}
+user-002|knowledge|Marketing Platform Credentials: API Key: sk_9pa1k2dhvb0trrp0hlpbtj811j4wr217, Secret: TXWTDS0NB45Z0S27TR38MTK5BKL4W25X2BFQ22ND, Endpoint: https://api.system.com/v2, Region: ap-southeast-1 [ID: 279]|{"account_id": "ACC-096", "region": "International", "product_line": "Cloud"}
user-004|resource|# Compensation Plan
## Overview
@@ -996,11 +996,11 @@ We will implement aggressive tactics to achieve our objectives. This includes hi
## Action Items
1) Complete by end of quarter 2) Review weekly progress 3) Adjust strategy as needed [ID: 280]|{"account_id": "ACC-090", "region": "South", "product_line": "Operations"}
-user-003|knowledge_vault|AWS Credentials: API Key: sk_2mx3wb9thi1h5gmpk04wj8t9d8k6uz43, Secret: 2ASBE1HTOA3BFNXJ46GM37UKTWTFXNV8457J5HLI, Endpoint: https://api.service.com/v3, Region: us-west-2 [ID: 281]|{"account_id": "ACC-036", "region": "West", "product_line": "Enterprise"}
+user-003|knowledge|AWS Credentials: API Key: sk_2mx3wb9thi1h5gmpk04wj8t9d8k6uz43, Secret: 2ASBE1HTOA3BFNXJ46GM37UKTWTFXNV8457J5HLI, Endpoint: https://api.service.com/v3, Region: us-west-2 [ID: 281]|{"account_id": "ACC-036", "region": "West", "product_line": "Enterprise"}
user-004|procedural|My lead scoring process: First, Finalize documentation. Second, Negotiate terms and pricing. Third, Identify key stakeholders. Fourth, Schedule implementation. Finally, Conduct initial assessment. [ID: 282]|{"account_id": "ACC-003", "region": "Northeast", "product_line": "Marketing"}
-user-005|knowledge_vault|Azure Credentials: API Key: sk_twbx5g7moyvcc9ygfotc4dx1xg3lu2ja, Secret: 1GVEQA5KWZMTSM2LCCFOQYEGHLXYYII90GYUXQ1W, Endpoint: https://api.service.com/v1, Region: eu-west-1 [ID: 283]|{"account_id": "ACC-077", "region": "Midwest", "product_line": "SMB"}
+user-005|knowledge|Azure Credentials: API Key: sk_twbx5g7moyvcc9ygfotc4dx1xg3lu2ja, Secret: 1GVEQA5KWZMTSM2LCCFOQYEGHLXYYII90GYUXQ1W, Endpoint: https://api.service.com/v1, Region: eu-west-1 [ID: 283]|{"account_id": "ACC-077", "region": "Midwest", "product_line": "SMB"}
user-005|episodic|On Wednesday at 11:30 PM, I had a technical consultation with Smart Solutions. We discussed integration capabilities and identified key pain points. [ID: 284]|{"account_id": "ACC-008", "region": "Northeast", "product_line": "SMB"}
-user-002|knowledge_vault|Integration Hub Credentials: API Key: sk_g8n94jrakcz635k3z6s9oo446gweq9f1, Secret: B6W4PISS0A9QYTGUOSY67UPN10QK0R4NF75ZOWCX, Endpoint: https://api.platform.com/v1, Region: us-east-1 [ID: 285]|{"account_id": "ACC-012", "region": "Northeast", "product_line": "SMB"}
+user-002|knowledge|Integration Hub Credentials: API Key: sk_g8n94jrakcz635k3z6s9oo446gweq9f1, Secret: B6W4PISS0A9QYTGUOSY67UPN10QK0R4NF75ZOWCX, Endpoint: https://api.platform.com/v1, Region: us-east-1 [ID: 285]|{"account_id": "ACC-012", "region": "Northeast", "product_line": "SMB"}
user-001|resource|# Product Pricing Guide
## Overview
@@ -1046,7 +1046,7 @@ Always validate throughout the process
## Resources
Training materials available on internal portal [ID: 288]|{"account_id": "ACC-053", "region": "Southeast", "product_line": "Financial"}
-user-002|knowledge_vault|Data Warehouse Credentials: API Key: sk_4txv31rlz9emsf10mdygxjaygf7204as, Secret: S6Y2APHK5PPNBOJS1YPIN7W74MSDXY9CS74I81C9, Endpoint: https://api.system.com/v1, Region: ap-southeast-1 [ID: 289]|{"account_id": "ACC-147", "region": "Central", "product_line": "Marketing"}
+user-002|knowledge|Data Warehouse Credentials: API Key: sk_4txv31rlz9emsf10mdygxjaygf7204as, Secret: S6Y2APHK5PPNBOJS1YPIN7W74MSDXY9CS74I81C9, Endpoint: https://api.system.com/v1, Region: ap-southeast-1 [ID: 289]|{"account_id": "ACC-147", "region": "Central", "product_line": "Marketing"}
user-003|procedural|Pipeline review workflow: Step 1 - Conduct initial assessment. Step 2 - Present to decision makers. Step 3 - Document lessons learned. Step 4 - Prepare detailed proposal. Step 5 - Review requirements thoroughly. [ID: 290]|{"account_id": "ACC-056", "region": "Southwest", "product_line": "Platform"}
user-004|resource|# Competitive Analysis
@@ -1065,15 +1065,15 @@ We will implement focused tactics to achieve our objectives. This includes hirin
1) Complete by mid-year 2) Review weekly progress 3) Adjust strategy as needed [ID: 291]|{"account_id": "ACC-099", "region": "Central", "product_line": "Platform"}
user-002|episodic|On Thursday, I had a call with Quantum Systems regarding feature request. We resolved the problem within 5 hours and they agreed to continue their contract. [ID: 292]|{"account_id": "ACC-081", "region": "East", "product_line": "Financial"}
user-004|episodic|This morning at 13:30 PM, I closed a deal with FinTech Solutions worth $428K annually. The contract was signed after 4 months of negotiations. [ID: 293]|{"account_id": "ACC-084", "region": "Northeast", "product_line": "Cloud"}
-user-003|knowledge_vault|Monitoring System Access: Server: staging-db-1.company.com, Port: 3306, Username: admin_1883, Password: awbYOA1r3zj%n9u5, Additional: SSL: Required, Timeout: 57s [ID: 294]|{"account_id": "ACC-037", "region": "Midwest", "product_line": "Marketing"}
+user-003|knowledge|Monitoring System Access: Server: staging-db-1.company.com, Port: 3306, Username: admin_1883, Password: awbYOA1r3zj%n9u5, Additional: SSL: Required, Timeout: 57s [ID: 294]|{"account_id": "ACC-037", "region": "Midwest", "product_line": "Marketing"}
user-004|procedural|Quote generation workflow: Step 1 - Negotiate terms and pricing. Step 2 - Schedule implementation. Step 3 - Prepare detailed proposal. Step 4 - Address concerns and objections. Step 5 - Identify key stakeholders. [ID: 295]|{"account_id": "ACC-017", "region": "Southwest", "product_line": "Cloud"}
user-004|core|Grace Taylor here - I'm the Senior Sales Manager for CloudSystems's operations team. [ID: 296]|{"account_id": "ACC-131", "region": "Northeast", "product_line": "Analytics"}
user-005|episodic|This morning at 13:00 AM, I closed a deal with TechCorp worth $499K annually. The contract was signed after 1 months of negotiations. [ID: 297]|{"account_id": "ACC-178", "region": "West", "product_line": "Financial"}
-user-005|knowledge_vault|Zendesk Configuration: URL: https://dashboard.company.com, Access Token: q28eu3ruq3bei106oxwyskvqqsoy0mllb4p332u8kta0hp731hzkzkzowfk9qgba, Webhook: https://hooks.company.com/7cujqbcrlli41ahlg0dvpfu8vrc1nyyw, Settings: Retry: 5, Timeout: 39s [ID: 298]|{"account_id": "ACC-087", "region": "Central", "product_line": "SMB"}
+user-005|knowledge|Zendesk Configuration: URL: https://dashboard.company.com, Access Token: q28eu3ruq3bei106oxwyskvqqsoy0mllb4p332u8kta0hp731hzkzkzowfk9qgba, Webhook: https://hooks.company.com/7cujqbcrlli41ahlg0dvpfu8vrc1nyyw, Settings: Retry: 5, Timeout: 39s [ID: 298]|{"account_id": "ACC-087", "region": "Central", "product_line": "SMB"}
user-001|semantic|Pipeline Coverage refers to the measurement of business outcomes. Key characteristics include measurable outcomes, actionable insights, and continuous improvement. [ID: 299]|{"account_id": "ACC-137", "region": "East", "product_line": "Platform"}
user-004|episodic|On Monday at 16:30 PM, I had a strategic planning session with FinTech Solutions. We discussed budget allocation and identified key pain points. [ID: 300]|{"account_id": "ACC-150", "region": "Southwest", "product_line": "Enterprise"}
user-002|core|My name is Iris Martinez and I work as a Customer Success Manager at FinTech Solutions. I specialize in B2B marketing. [ID: 301]|{"account_id": "ACC-175", "region": "Central", "product_line": "Security"}
-user-003|knowledge_vault|Slack Configuration: URL: https://portal.company.com, Access Token: 2wyywsp4wyb0ko9gyyqfgt12qno0773ranofi33gwtgdz2ic8huhexo7h8x9p2e6, Webhook: https://hooks.company.com/ct5vw0x365t3wcv6q24xgssm0q5tztcq, Settings: Retry: 10, Timeout: 41s [ID: 302]|{"account_id": "ACC-179", "region": "Northwest", "product_line": "Platform"}
+user-003|knowledge|Slack Configuration: URL: https://portal.company.com, Access Token: 2wyywsp4wyb0ko9gyyqfgt12qno0773ranofi33gwtgdz2ic8huhexo7h8x9p2e6, Webhook: https://hooks.company.com/ct5vw0x365t3wcv6q24xgssm0q5tztcq, Settings: Retry: 10, Timeout: 41s [ID: 302]|{"account_id": "ACC-179", "region": "Northwest", "product_line": "Platform"}
user-005|resource|# Complete Compensation Plan
## Purpose
@@ -1110,7 +1110,7 @@ user-003|core|Profile update: Jack Anderson, Product Manager position at FinTech
user-003|procedural|My competitive analysis process: First, Negotiate terms and pricing. Second, Identify key stakeholders. Third, Document lessons learned. Fourth, Finalize documentation. Finally, Address concerns and objections. [ID: 308]|{"account_id": "ACC-062", "region": "Northeast", "product_line": "Financial"}
user-001|episodic|On Tuesday, I had a call with Digital Dynamics regarding performance concerns. We resolved the problem within 3 hours and they agreed to upgrade their plan. [ID: 309]|{"account_id": "ACC-161", "region": "Northeast", "product_line": "Marketing"}
user-004|core|My name is David Lee and I work as a CTO at CloudSystems. I specialize in technical consulting. [ID: 310]|{"account_id": "ACC-108", "region": "Southwest", "product_line": "Security"}
-user-004|knowledge_vault|Data Warehouse Credentials: API Key: sk_n80nbzr9r4tihwpjlwznbkxn1pdmsk9g, Secret: GFTSMOSQK10H6VSER57HN8XD5PBX3CXEMN1MICAG, Endpoint: https://api.platform.com/v3, Region: us-west-2 [ID: 311]|{"account_id": "ACC-150", "region": "West", "product_line": "SMB"}
+user-004|knowledge|Data Warehouse Credentials: API Key: sk_n80nbzr9r4tihwpjlwznbkxn1pdmsk9g, Secret: GFTSMOSQK10H6VSER57HN8XD5PBX3CXEMN1MICAG, Endpoint: https://api.platform.com/v3, Region: us-west-2 [ID: 311]|{"account_id": "ACC-150", "region": "West", "product_line": "SMB"}
user-002|resource|# Comprehensive Customer Success Playbook
## Purpose
@@ -1128,7 +1128,7 @@ Always document throughout the process
Training materials available on internal portal [ID: 312]|{"account_id": "ACC-033", "region": "South", "product_line": "Operations"}
user-003|core|My name is Emma Wilson and I work as a VP of Operations at Smart Solutions. I specialize in enterprise sales. [ID: 313]|{"account_id": "ACC-007", "region": "Central", "product_line": "Integration"}
user-002|procedural|Implementation checklist: 1) Address concerns and objections. 2) Review requirements thoroughly. 3) Present to decision makers. 4) Prepare detailed proposal. 5) Collect feedback regularly. [ID: 314]|{"account_id": "ACC-163", "region": "Central", "product_line": "Integration"}
-user-001|knowledge_vault|Analytics Platform Access: Server: dev-db-3.company.com, Port: 3306, Username: admin_2954, Password: D5j8xj2m0Ew5VN%O, Additional: SSL: Required, Timeout: 53s [ID: 315]|{"account_id": "ACC-031", "region": "West", "product_line": "SMB"}
+user-001|knowledge|Analytics Platform Access: Server: dev-db-3.company.com, Port: 3306, Username: admin_2954, Password: D5j8xj2m0Ew5VN%O, Additional: SSL: Required, Timeout: 53s [ID: 315]|{"account_id": "ACC-031", "region": "West", "product_line": "SMB"}
user-004|semantic|Marketing Automation is an essential tool for modern business. It provides benefits such as increased efficiency, better decision making, and improved ROI. [ID: 316]|{"account_id": "ACC-067", "region": "Midwest", "product_line": "Financial"}
user-001|resource|# Product Pricing Guide
@@ -1167,7 +1167,7 @@ We will implement focused tactics to achieve our objectives. This includes hirin
## Action Items
1) Complete by end of quarter 2) Review weekly progress 3) Adjust strategy as needed [ID: 325]|{"account_id": "ACC-088", "region": "East", "product_line": "Financial"}
-user-001|knowledge_vault|VPN Gateway Access: Server: dev-db-10.company.com, Port: 3306, Username: admin_8498, Password: @wIjU8gK2KFQna0b, Additional: SSL: Required, Timeout: 33s [ID: 326]|{"account_id": "ACC-177", "region": "Northeast", "product_line": "Operations"}
+user-001|knowledge|VPN Gateway Access: Server: dev-db-10.company.com, Port: 3306, Username: admin_8498, Password: @wIjU8gK2KFQna0b, Additional: SSL: Required, Timeout: 33s [ID: 326]|{"account_id": "ACC-177", "region": "Northeast", "product_line": "Operations"}
user-005|procedural|Implementation checklist: 1) Collect feedback regularly. 2) Monitor progress closely. 3) Finalize documentation. 4) Present to decision makers. 5) Address concerns and objections. [ID: 327]|{"account_id": "ACC-065", "region": "Southeast", "product_line": "Operations"}
user-003|resource|# Sales Enablement Plan
@@ -1185,9 +1185,9 @@ We will implement strategic tactics to achieve our objectives. This includes hir
## Action Items
1) Complete by end of month 2) Review weekly progress 3) Adjust strategy as needed [ID: 328]|{"account_id": "ACC-191", "region": "West", "product_line": "Security"}
user-001|episodic|This morning at 9:30 PM, I closed a deal with Smart Solutions worth $426K annually. The contract was signed after 6 months of negotiations. [ID: 329]|{"account_id": "ACC-056", "region": "Central", "product_line": "Marketing"}
-user-002|knowledge_vault|Monitoring System Access: Server: staging-db-2.company.com, Port: 27017, Username: admin_1437, Password: #KBL7RIiFnTnbBRC, Additional: SSL: Required, Timeout: 27s [ID: 330]|{"account_id": "ACC-194", "region": "East", "product_line": "Operations"}
+user-002|knowledge|Monitoring System Access: Server: staging-db-2.company.com, Port: 27017, Username: admin_1437, Password: #KBL7RIiFnTnbBRC, Additional: SSL: Required, Timeout: 27s [ID: 330]|{"account_id": "ACC-194", "region": "East", "product_line": "Operations"}
user-002|core|Profile update: Frank Chen, Product Manager position at CloudSystems, responsible for product development. [ID: 331]|{"account_id": "ACC-060", "region": "Northwest", "product_line": "Enterprise"}
-user-001|knowledge_vault|Azure Credentials: API Key: sk_yks40t6r0kkr1m34sgmkliisekc47603, Secret: U2R5VWXSHFLT56UB1NJHVBFTBKZFOAAW7UT8UZ68, Endpoint: https://api.service.com/v1, Region: ap-southeast-1 [ID: 332]|{"account_id": "ACC-013", "region": "Midwest", "product_line": "Integration"}
+user-001|knowledge|Azure Credentials: API Key: sk_yks40t6r0kkr1m34sgmkliisekc47603, Secret: U2R5VWXSHFLT56UB1NJHVBFTBKZFOAAW7UT8UZ68, Endpoint: https://api.service.com/v1, Region: ap-southeast-1 [ID: 332]|{"account_id": "ACC-013", "region": "Midwest", "product_line": "Integration"}
user-001|resource|# Essential Market Analysis Report
## Purpose
@@ -1218,12 +1218,12 @@ Always document throughout the process
## Resources
Training materials available on internal portal [ID: 334]|{"account_id": "ACC-177", "region": "Southwest", "product_line": "Operations"}
-user-003|knowledge_vault|Data Warehouse Credentials: API Key: sk_e5jn7ez6t5340u5iqvdl2phfbo9ll74b, Secret: HY6OMUDX5DKX35TCCGGI5YJUG0V1MNPKTJMPWGE1, Endpoint: https://api.platform.com/v2, Region: ap-southeast-1 [ID: 335]|{"account_id": "ACC-081", "region": "Central", "product_line": "Security"}
+user-003|knowledge|Data Warehouse Credentials: API Key: sk_e5jn7ez6t5340u5iqvdl2phfbo9ll74b, Secret: HY6OMUDX5DKX35TCCGGI5YJUG0V1MNPKTJMPWGE1, Endpoint: https://api.platform.com/v2, Region: ap-southeast-1 [ID: 335]|{"account_id": "ACC-081", "region": "Central", "product_line": "Security"}
user-002|core|My name is Grace Taylor and I work as a Business Development Manager at Digital Dynamics. I specialize in product strategy. [ID: 336]|{"account_id": "ACC-064", "region": "International", "product_line": "Integration"}
user-003|procedural|Implementation checklist: 1) Negotiate terms and pricing. 2) Collect feedback regularly. 3) Finalize documentation. 4) Monitor progress closely. 5) Document lessons learned. [ID: 337]|{"account_id": "ACC-036", "region": "Northeast", "product_line": "Integration"}
user-003|core|I'm Iris Martinez, VP of Operations at CloudSystems. My focus areas are business intelligence and enterprise sales. [ID: 338]|{"account_id": "ACC-077", "region": "International", "product_line": "Marketing"}
user-005|procedural|Escalation handling workflow: Step 1 - Negotiate terms and pricing. Step 2 - Monitor progress closely. Step 3 - Schedule implementation. Step 4 - Present to decision makers. Step 5 - Collect feedback regularly. [ID: 339]|{"account_id": "ACC-131", "region": "Northwest", "product_line": "Cloud"}
-user-005|knowledge_vault|Integration Hub Credentials: API Key: sk_6nk9g79tbsu2sve4s7y52yfie2eongdn, Secret: SNX9SMN7IWYUE4BVMEJOGUS7UX9OQ2FOPN4FND2L, Endpoint: https://api.system.com/v2, Region: us-east-1 [ID: 340]|{"account_id": "ACC-001", "region": "Midwest", "product_line": "Financial"}
+user-005|knowledge|Integration Hub Credentials: API Key: sk_6nk9g79tbsu2sve4s7y52yfie2eongdn, Secret: SNX9SMN7IWYUE4BVMEJOGUS7UX9OQ2FOPN4FND2L, Endpoint: https://api.system.com/v2, Region: us-east-1 [ID: 340]|{"account_id": "ACC-001", "region": "Midwest", "product_line": "Financial"}
user-002|episodic|Last Tuesday, I attended Tech Conference at San Francisco. Met 28 potential leads and scheduled 6 follow-up meetings. [ID: 341]|{"account_id": "ACC-177", "region": "Central", "product_line": "SMB"}
user-002|resource|# Essential Market Analysis Report
@@ -1240,18 +1240,18 @@ Always communicate throughout the process
## Resources
Training materials available on internal portal [ID: 342]|{"account_id": "ACC-119", "region": "Southwest", "product_line": "Marketing"}
-user-005|knowledge_vault|Production Database Access: Server: staging-db-1.company.com, Port: 5432, Username: admin_6514, Password: eLDf0cVBbgJUtsR5, Additional: SSL: Required, Timeout: 41s [ID: 343]|{"account_id": "ACC-074", "region": "Northeast", "product_line": "Platform"}
+user-005|knowledge|Production Database Access: Server: staging-db-1.company.com, Port: 5432, Username: admin_6514, Password: eLDf0cVBbgJUtsR5, Additional: SSL: Required, Timeout: 41s [ID: 343]|{"account_id": "ACC-074", "region": "Northeast", "product_line": "Platform"}
user-001|semantic|Revenue Operations is an essential tool for modern business. It provides benefits such as increased efficiency, better decision making, and improved ROI. [ID: 344]|{"account_id": "ACC-092", "region": "International", "product_line": "Platform"}
user-003|core|Profile update: Carol Davis, Sales Engineer position at TechCorp, responsible for customer retention. [ID: 345]|{"account_id": "ACC-128", "region": "South", "product_line": "Cloud"}
user-002|procedural|Customer handoff workflow: Step 1 - Conduct initial assessment. Step 2 - Finalize documentation. Step 3 - Review requirements thoroughly. Step 4 - Document lessons learned. Step 5 - Present to decision makers. [ID: 346]|{"account_id": "ACC-001", "region": "West", "product_line": "Integration"}
user-005|core|I'm Bob Smith, Marketing Director at NextGen Tech. My focus areas are enterprise sales and product strategy. [ID: 347]|{"account_id": "ACC-114", "region": "International", "product_line": "Cloud"}
user-003|core|Jack Anderson here - I'm the Sales Engineer for CloudSystems's engineering team. [ID: 348]|{"account_id": "ACC-075", "region": "Northwest", "product_line": "Marketing"}
-user-003|knowledge_vault|Stripe Configuration: URL: https://app.company.com, Access Token: fernujb1j9ohkxucwz6k1lpovdchrddnvjzfqaakefq9ga13p738qzswcwyqxsjl, Webhook: https://hooks.company.com/5uivwwarczfaho8tfjv2gy956vq9cckd, Settings: Retry: 7, Timeout: 92s [ID: 349]|{"account_id": "ACC-092", "region": "South", "product_line": "Operations"}
+user-003|knowledge|Stripe Configuration: URL: https://app.company.com, Access Token: fernujb1j9ohkxucwz6k1lpovdchrddnvjzfqaakefq9ga13p738qzswcwyqxsjl, Webhook: https://hooks.company.com/5uivwwarczfaho8tfjv2gy956vq9cckd, Settings: Retry: 7, Timeout: 92s [ID: 349]|{"account_id": "ACC-092", "region": "South", "product_line": "Operations"}
user-002|semantic|Predictive Analytics is an essential tool for modern business. It provides benefits such as increased efficiency, better decision making, and improved ROI. [ID: 350]|{"account_id": "ACC-104", "region": "Southeast", "product_line": "Financial"}
user-001|core|I'm Iris Martinez, Business Development Manager at Innovation Labs. My focus areas are customer engagement and product strategy. [ID: 351]|{"account_id": "ACC-198", "region": "West", "product_line": "Platform"}
user-001|semantic|Predictive Analytics is an essential tool for modern business. It provides benefits such as increased efficiency, better decision making, and improved ROI. [ID: 352]|{"account_id": "ACC-135", "region": "South", "product_line": "Platform"}
-user-001|knowledge_vault|Payment Gateway Credentials: API Key: sk_i85pn7kq3opw4xjtzmilll8a8xfwtjz0, Secret: 5ZTRYYMQA74Z6PLTF5Q0WU487MHEZO6V6A85JNT1, Endpoint: https://api.system.com/v2, Region: ap-southeast-1 [ID: 353]|{"account_id": "ACC-057", "region": "Midwest", "product_line": "Cloud"}
-user-002|knowledge_vault|Zendesk Configuration: URL: https://dashboard.company.com, Access Token: ktu1lcviyne65zkp6mrc0bvsexqq2wn3c3d596dz06gu3e92br61okanubyz1tca, Webhook: https://hooks.company.com/nu9tr7slcrwxqpwrtselwvk5oabrlrww, Settings: Retry: 9, Timeout: 34s [ID: 354]|{"account_id": "ACC-123", "region": "Midwest", "product_line": "Security"}
+user-001|knowledge|Payment Gateway Credentials: API Key: sk_i85pn7kq3opw4xjtzmilll8a8xfwtjz0, Secret: 5ZTRYYMQA74Z6PLTF5Q0WU487MHEZO6V6A85JNT1, Endpoint: https://api.system.com/v2, Region: ap-southeast-1 [ID: 353]|{"account_id": "ACC-057", "region": "Midwest", "product_line": "Cloud"}
+user-002|knowledge|Zendesk Configuration: URL: https://dashboard.company.com, Access Token: ktu1lcviyne65zkp6mrc0bvsexqq2wn3c3d596dz06gu3e92br61okanubyz1tca, Webhook: https://hooks.company.com/nu9tr7slcrwxqpwrtselwvk5oabrlrww, Settings: Retry: 9, Timeout: 34s [ID: 354]|{"account_id": "ACC-123", "region": "Midwest", "product_line": "Security"}
user-002|core|Profile update: Carol Davis, CTO position at Innovation Labs, responsible for revenue growth. [ID: 355]|{"account_id": "ACC-027", "region": "International", "product_line": "Integration"}
user-003|semantic|Customer Data Platform is a key metric for business performance. It helps organizations make data-driven decisions. Critical for strategic planning and optimization. [ID: 356]|{"account_id": "ACC-084", "region": "South", "product_line": "Security"}
user-005|resource|# Compensation Plan
@@ -1270,8 +1270,8 @@ We will implement focused tactics to achieve our objectives. This includes hirin
## Action Items
1) Complete by end of month 2) Review weekly progress 3) Adjust strategy as needed [ID: 357]|{"account_id": "ACC-083", "region": "Midwest", "product_line": "Platform"}
user-004|procedural|Migration checklist: 1) Finalize documentation. 2) Prepare detailed proposal. 3) Monitor progress closely. 4) Schedule implementation. 5) Address concerns and objections. [ID: 358]|{"account_id": "ACC-187", "region": "Midwest", "product_line": "Analytics"}
-user-002|knowledge_vault|Monitoring System Access: Server: staging-db-4.company.com, Port: 27017, Username: admin_3958, Password: wIINDolDVA#20TFT, Additional: SSL: Required, Timeout: 25s [ID: 359]|{"account_id": "ACC-046", "region": "Southwest", "product_line": "Security"}
-user-004|knowledge_vault|Analytics Platform Access: Server: dev-db-3.company.com, Port: 8080, Username: admin_6323, Password: yjdhdA44r8Kp9DKu, Additional: SSL: Required, Timeout: 35s [ID: 360]|{"account_id": "ACC-063", "region": "Central", "product_line": "Operations"}
+user-002|knowledge|Monitoring System Access: Server: staging-db-4.company.com, Port: 27017, Username: admin_3958, Password: wIINDolDVA#20TFT, Additional: SSL: Required, Timeout: 25s [ID: 359]|{"account_id": "ACC-046", "region": "Southwest", "product_line": "Security"}
+user-004|knowledge|Analytics Platform Access: Server: dev-db-3.company.com, Port: 8080, Username: admin_6323, Password: yjdhdA44r8Kp9DKu, Additional: SSL: Required, Timeout: 35s [ID: 360]|{"account_id": "ACC-063", "region": "Central", "product_line": "Operations"}
user-005|episodic|On Friday at 17:30 PM, I had a escalation meeting with NextGen Tech. We discussed new feature requirements and requested proposal revision. [ID: 361]|{"account_id": "ACC-102", "region": "East", "product_line": "Cloud"}
user-004|core|Profile update: Henry Brown, Sales Engineer position at TechCorp, responsible for revenue growth. [ID: 362]|{"account_id": "ACC-110", "region": "Northwest", "product_line": "Operations"}
user-005|core|Profile update: Iris Martinez, VP of Operations position at TechCorp, responsible for revenue growth. [ID: 363]|{"account_id": "ACC-137", "region": "Southwest", "product_line": "Financial"}
@@ -1295,8 +1295,8 @@ We will implement measured tactics to achieve our objectives. This includes hiri
## Action Items
1) Complete by end of month 2) Review weekly progress 3) Adjust strategy as needed [ID: 369]|{"account_id": "ACC-186", "region": "West", "product_line": "Security"}
-user-001|knowledge_vault|AWS Credentials: API Key: sk_qxgjan8piht1hcdkipx8jgmr6j94xb23, Secret: KYE6Y9BN6SE9ZCUZ3EI92I5BYJC5WPCGBWTZF4SS, Endpoint: https://api.system.com/v3, Region: us-east-1 [ID: 370]|{"account_id": "ACC-015", "region": "Southeast", "product_line": "Platform"}
-user-002|knowledge_vault|Slack Configuration: URL: https://app.company.com, Access Token: qs9hohf8rx19lqvzxh86ntcwkizh7mbajcjca8tcs167tqai54a6g0stznouzsp6, Webhook: https://hooks.company.com/gxo75uwt6ok0ovjkux5mhlqhx2b1d83b, Settings: Retry: 3, Timeout: 84s [ID: 371]|{"account_id": "ACC-031", "region": "East", "product_line": "Marketing"}
+user-001|knowledge|AWS Credentials: API Key: sk_qxgjan8piht1hcdkipx8jgmr6j94xb23, Secret: KYE6Y9BN6SE9ZCUZ3EI92I5BYJC5WPCGBWTZF4SS, Endpoint: https://api.system.com/v3, Region: us-east-1 [ID: 370]|{"account_id": "ACC-015", "region": "Southeast", "product_line": "Platform"}
+user-002|knowledge|Slack Configuration: URL: https://app.company.com, Access Token: qs9hohf8rx19lqvzxh86ntcwkizh7mbajcjca8tcs167tqai54a6g0stznouzsp6, Webhook: https://hooks.company.com/gxo75uwt6ok0ovjkux5mhlqhx2b1d83b, Settings: Retry: 3, Timeout: 84s [ID: 371]|{"account_id": "ACC-031", "region": "East", "product_line": "Marketing"}
user-005|procedural|Onboarding checklist: 1) Prepare detailed proposal. 2) Address concerns and objections. 3) Negotiate terms and pricing. 4) Collect feedback regularly. 5) Finalize documentation. [ID: 372]|{"account_id": "ACC-005", "region": "South", "product_line": "SMB"}
user-001|procedural|My customer onboarding process: First, Identify key stakeholders. Second, Document lessons learned. Third, Address concerns and objections. Fourth, Conduct initial assessment. Finally, Negotiate terms and pricing. [ID: 373]|{"account_id": "ACC-101", "region": "South", "product_line": "Marketing"}
user-003|core|My name is David Lee and I work as a Marketing Director at NextGen Tech. I specialize in digital transformation. [ID: 374]|{"account_id": "ACC-196", "region": "West", "product_line": "Marketing"}
@@ -1327,11 +1327,11 @@ We will implement strategic tactics to achieve our objectives. This includes hir
## Action Items
1) Complete by end of month 2) Review weekly progress 3) Adjust strategy as needed [ID: 387]|{"account_id": "ACC-074", "region": "International", "product_line": "Security"}
-user-003|knowledge_vault|Communication Service Credentials: API Key: sk_r3ay7ibhucaazi5gtmanql592fj3pe5m, Secret: RSJGELQPICJNXG9P4FY4RKSKF4O9O57NPQKJAQUW, Endpoint: https://api.system.com/v1, Region: ap-southeast-1 [ID: 388]|{"account_id": "ACC-002", "region": "Central", "product_line": "Financial"}
+user-003|knowledge|Communication Service Credentials: API Key: sk_r3ay7ibhucaazi5gtmanql592fj3pe5m, Secret: RSJGELQPICJNXG9P4FY4RKSKF4O9O57NPQKJAQUW, Endpoint: https://api.system.com/v1, Region: ap-southeast-1 [ID: 388]|{"account_id": "ACC-002", "region": "Central", "product_line": "Financial"}
user-005|episodic|On Wednesday, I had a call with Digital Dynamics regarding service outage. We resolved the problem within 5 hours and they agreed to expand to more users. [ID: 389]|{"account_id": "ACC-054", "region": "Southeast", "product_line": "SMB"}
user-005|semantic|Account-Based Marketing refers to the measurement of business outcomes. Key characteristics include measurable outcomes, actionable insights, and continuous improvement. [ID: 390]|{"account_id": "ACC-151", "region": "West", "product_line": "Cloud"}
-user-004|knowledge_vault|Production Database Access: Server: staging-db-8.company.com, Port: 5432, Username: admin_1343, Password: Tqxtz5fqUENc82Xg, Additional: SSL: Required, Timeout: 38s [ID: 391]|{"account_id": "ACC-134", "region": "Northeast", "product_line": "Integration"}
-user-001|knowledge_vault|Stripe Configuration: URL: https://app.company.com, Access Token: bi6chchakz0ex6w2rv284brsjod3nddga2r1z5lonno8y2uvr7sfr8jq8riv6wgb, Webhook: https://hooks.company.com/s77mae7wfhh87g53hhxb81l4uyop2r1f, Settings: Retry: 9, Timeout: 35s [ID: 392]|{"account_id": "ACC-021", "region": "Northeast", "product_line": "Platform"}
+user-004|knowledge|Production Database Access: Server: staging-db-8.company.com, Port: 5432, Username: admin_1343, Password: Tqxtz5fqUENc82Xg, Additional: SSL: Required, Timeout: 38s [ID: 391]|{"account_id": "ACC-134", "region": "Northeast", "product_line": "Integration"}
+user-001|knowledge|Stripe Configuration: URL: https://app.company.com, Access Token: bi6chchakz0ex6w2rv284brsjod3nddga2r1z5lonno8y2uvr7sfr8jq8riv6wgb, Webhook: https://hooks.company.com/s77mae7wfhh87g53hhxb81l4uyop2r1f, Settings: Retry: 9, Timeout: 35s [ID: 392]|{"account_id": "ACC-021", "region": "Northeast", "product_line": "Platform"}
user-002|episodic|On Friday, I had a call with CloudSystems regarding service outage. We resolved the problem within 7 hours and they agreed to upgrade their plan. [ID: 393]|{"account_id": "ACC-054", "region": "Southeast", "product_line": "Security"}
user-003|core|Profile update: Frank Chen, Product Manager position at Quantum Systems, responsible for revenue growth. [ID: 394]|{"account_id": "ACC-009", "region": "Northeast", "product_line": "Marketing"}
user-003|semantic|Digital Sales Room is a key metric for business performance. It helps organizations make data-driven decisions. Critical for strategic planning and optimization. [ID: 395]|{"account_id": "ACC-072", "region": "Midwest", "product_line": "Analytics"}
@@ -1406,7 +1406,7 @@ We will implement measured tactics to achieve our objectives. This includes hiri
## Action Items
1) Complete by mid-year 2) Review weekly progress 3) Adjust strategy as needed [ID: 409]|{"account_id": "ACC-170", "region": "Southeast", "product_line": "SMB"}
user-004|procedural|Escalation handling workflow: Step 1 - Review requirements thoroughly. Step 2 - Finalize documentation. Step 3 - Conduct initial assessment. Step 4 - Identify key stakeholders. Step 5 - Address concerns and objections. [ID: 410]|{"account_id": "ACC-052", "region": "Northwest", "product_line": "Enterprise"}
-user-004|knowledge_vault|Production Database Access: Server: staging-db-8.company.com, Port: 27017, Username: admin_8099, Password: GhON7d3s%R3nczCF, Additional: SSL: Required, Timeout: 46s [ID: 411]|{"account_id": "ACC-078", "region": "West", "product_line": "Platform"}
+user-004|knowledge|Production Database Access: Server: staging-db-8.company.com, Port: 27017, Username: admin_8099, Password: GhON7d3s%R3nczCF, Additional: SSL: Required, Timeout: 46s [ID: 411]|{"account_id": "ACC-078", "region": "West", "product_line": "Platform"}
user-005|semantic|Customer Data Platform is an essential tool for modern business. It provides benefits such as increased efficiency, better decision making, and improved ROI. [ID: 412]|{"account_id": "ACC-128", "region": "West", "product_line": "Financial"}
user-003|resource|# Market Analysis Report
@@ -1423,7 +1423,7 @@ We will implement measured tactics to achieve our objectives. This includes hiri
## Action Items
1) Complete by end of quarter 2) Review weekly progress 3) Adjust strategy as needed [ID: 413]|{"account_id": "ACC-166", "region": "Northwest", "product_line": "Cloud"}
-user-004|knowledge_vault|Marketing Platform Credentials: API Key: sk_02gvv92trd21qv0vbi5o37ael5lw0khq, Secret: VZJUG704EFR8C4ZLR2XWAYEWUDYWQVPBNQE31C8W, Endpoint: https://api.system.com/v3, Region: us-west-2 [ID: 414]|{"account_id": "ACC-152", "region": "East", "product_line": "Enterprise"}
+user-004|knowledge|Marketing Platform Credentials: API Key: sk_02gvv92trd21qv0vbi5o37ael5lw0khq, Secret: VZJUG704EFR8C4ZLR2XWAYEWUDYWQVPBNQE31C8W, Endpoint: https://api.system.com/v3, Region: us-west-2 [ID: 414]|{"account_id": "ACC-152", "region": "East", "product_line": "Enterprise"}
user-001|core|I'm Henry Brown, working as Sales Engineer in NextGen Tech. My key expertise is in AI solutions. [ID: 415]|{"account_id": "ACC-160", "region": "Southeast", "product_line": "SMB"}
user-003|procedural|Implementation checklist: 1) Address concerns and objections. 2) Document lessons learned. 3) Conduct initial assessment. 4) Negotiate terms and pricing. 5) Schedule implementation. [ID: 416]|{"account_id": "ACC-008", "region": "Northwest", "product_line": "Platform"}
user-001|semantic|Lead Qualification Framework is an essential tool for modern business. It provides benefits such as increased efficiency, better decision making, and improved ROI. [ID: 417]|{"account_id": "ACC-174", "region": "Midwest", "product_line": "Integration"}
@@ -1436,7 +1436,7 @@ user-002|procedural|Forecasting workflow: Step 1 - Finalize documentation. Step
user-002|procedural|My competitive analysis process: First, Identify key stakeholders. Second, Prepare detailed proposal. Third, Monitor progress closely. Fourth, Collect feedback regularly. Finally, Finalize documentation. [ID: 424]|{"account_id": "ACC-016", "region": "West", "product_line": "Marketing"}
user-003|procedural|Forecasting workflow: Step 1 - Monitor progress closely. Step 2 - Review requirements thoroughly. Step 3 - Address concerns and objections. Step 4 - Prepare detailed proposal. Step 5 - Collect feedback regularly. [ID: 425]|{"account_id": "ACC-066", "region": "Central", "product_line": "Operations"}
user-005|semantic|Digital Sales Room is an essential tool for modern business. It provides benefits such as increased efficiency, better decision making, and improved ROI. [ID: 426]|{"account_id": "ACC-079", "region": "East", "product_line": "Integration"}
-user-003|knowledge_vault|Backup Server Access: Server: staging-db-8.company.com, Port: 6379, Username: admin_9000, Password: DHyVZyuiaOPFfQWc, Additional: SSL: Required, Timeout: 43s [ID: 427]|{"account_id": "ACC-073", "region": "East", "product_line": "Platform"}
+user-003|knowledge|Backup Server Access: Server: staging-db-8.company.com, Port: 6379, Username: admin_9000, Password: DHyVZyuiaOPFfQWc, Additional: SSL: Required, Timeout: 43s [ID: 427]|{"account_id": "ACC-073", "region": "East", "product_line": "Platform"}
user-001|resource|# Complete Compensation Plan
## Purpose
@@ -1468,7 +1468,7 @@ Always validate throughout the process
## Resources
Training materials available on internal portal [ID: 430]|{"account_id": "ACC-041", "region": "Northeast", "product_line": "Platform"}
-user-001|knowledge_vault|Marketing Platform Credentials: API Key: sk_t1ykijxts4pw9g9rxpwvc3i180a2o0c4, Secret: PVJDA9ZMJ36ND2SC9E3KMAZSPQXT90PSFVBPL5NW, Endpoint: https://api.service.com/v1, Region: eu-west-1 [ID: 431]|{"account_id": "ACC-181", "region": "South", "product_line": "Integration"}
+user-001|knowledge|Marketing Platform Credentials: API Key: sk_t1ykijxts4pw9g9rxpwvc3i180a2o0c4, Secret: PVJDA9ZMJ36ND2SC9E3KMAZSPQXT90PSFVBPL5NW, Endpoint: https://api.service.com/v1, Region: eu-west-1 [ID: 431]|{"account_id": "ACC-181", "region": "South", "product_line": "Integration"}
user-002|procedural|Forecasting workflow: Step 1 - Conduct initial assessment. Step 2 - Identify key stakeholders. Step 3 - Negotiate terms and pricing. Step 4 - Monitor progress closely. Step 5 - Schedule implementation. [ID: 432]|{"account_id": "ACC-035", "region": "East", "product_line": "Platform"}
user-004|resource|# Competitive Analysis
@@ -1490,14 +1490,14 @@ user-004|procedural|My account planning process: First, Identify key stakeholder
user-005|core|Carol Davis here - I'm the Sales Engineer for Global Enterprises's marketing team. [ID: 436]|{"account_id": "ACC-118", "region": "West", "product_line": "Security"}
user-005|core|I'm Carol Davis, working as Customer Success Manager in CloudSystems. My key expertise is in product strategy. [ID: 437]|{"account_id": "ACC-200", "region": "West", "product_line": "Integration"}
user-005|core|I'm Emma Wilson, Customer Success Manager at FinTech Solutions. My focus areas are AI solutions and customer engagement. [ID: 438]|{"account_id": "ACC-055", "region": "South", "product_line": "Cloud"}
-user-002|knowledge_vault|Data Warehouse Credentials: API Key: sk_by8bjaizw1ixffwrwet9gou9ny4c4ww9, Secret: 0UQJVAW1EHTRG8B65KGS99UBY773MGDGP1J4C75Y, Endpoint: https://api.platform.com/v3, Region: eu-west-1 [ID: 439]|{"account_id": "ACC-011", "region": "Midwest", "product_line": "Integration"}
+user-002|knowledge|Data Warehouse Credentials: API Key: sk_by8bjaizw1ixffwrwet9gou9ny4c4ww9, Secret: 0UQJVAW1EHTRG8B65KGS99UBY773MGDGP1J4C75Y, Endpoint: https://api.platform.com/v3, Region: eu-west-1 [ID: 439]|{"account_id": "ACC-011", "region": "Midwest", "product_line": "Integration"}
user-001|procedural|My sales qualification process: First, Document lessons learned. Second, Review requirements thoroughly. Third, Identify key stakeholders. Fourth, Prepare detailed proposal. Finally, Collect feedback regularly. [ID: 440]|{"account_id": "ACC-190", "region": "Northeast", "product_line": "Marketing"}
user-003|procedural|My territory planning process: First, Finalize documentation. Second, Prepare detailed proposal. Third, Collect feedback regularly. Fourth, Present to decision makers. Finally, Address concerns and objections. [ID: 441]|{"account_id": "ACC-121", "region": "Central", "product_line": "SMB"}
user-004|core|Emma Wilson here - I'm the Solutions Architect for Smart Solutions's operations team. [ID: 442]|{"account_id": "ACC-125", "region": "Northeast", "product_line": "Marketing"}
user-003|core|David Lee here - I'm the Sales Engineer for Quantum Systems's marketing team. [ID: 443]|{"account_id": "ACC-117", "region": "Southwest", "product_line": "Security"}
user-002|procedural|My customer onboarding process: First, Address concerns and objections. Second, Document lessons learned. Third, Review requirements thoroughly. Fourth, Finalize documentation. Finally, Schedule implementation. [ID: 444]|{"account_id": "ACC-009", "region": "Northwest", "product_line": "Enterprise"}
user-002|procedural|Escalation handling workflow: Step 1 - Identify key stakeholders. Step 2 - Address concerns and objections. Step 3 - Collect feedback regularly. Step 4 - Conduct initial assessment. Step 5 - Review requirements thoroughly. [ID: 445]|{"account_id": "ACC-062", "region": "West", "product_line": "Enterprise"}
-user-003|knowledge_vault|HubSpot Configuration: URL: https://portal.company.com, Access Token: jhq8pzgziijouqoooedsm9apnp7b8badvjesy6sidtgl5rv5ek3rop7fzqzgwt8n, Webhook: https://hooks.company.com/1u6y8ec3tqzqnsx1rh5b4a1j6iqkn3m1, Settings: Retry: 5, Timeout: 99s [ID: 446]|{"account_id": "ACC-142", "region": "Northeast", "product_line": "Financial"}
+user-003|knowledge|HubSpot Configuration: URL: https://portal.company.com, Access Token: jhq8pzgziijouqoooedsm9apnp7b8badvjesy6sidtgl5rv5ek3rop7fzqzgwt8n, Webhook: https://hooks.company.com/1u6y8ec3tqzqnsx1rh5b4a1j6iqkn3m1, Settings: Retry: 5, Timeout: 99s [ID: 446]|{"account_id": "ACC-142", "region": "Northeast", "product_line": "Financial"}
user-005|resource|# Complete Territory Assignment
## Purpose
@@ -1529,13 +1529,13 @@ Always monitor throughout the process
## Resources
Training materials available on internal portal [ID: 448]|{"account_id": "ACC-019", "region": "Northwest", "product_line": "Analytics"}
user-002|semantic|Marketing Automation refers to the measurement of business outcomes. Key characteristics include measurable outcomes, actionable insights, and continuous improvement. [ID: 449]|{"account_id": "ACC-028", "region": "Southwest", "product_line": "Financial"}
-user-004|knowledge_vault|Analytics Platform Access: Server: prod-db-8.company.com, Port: 3306, Username: admin_3399, Password: %#hCJbsjcYHf2u9m, Additional: SSL: Required, Timeout: 58s [ID: 450]|{"account_id": "ACC-068", "region": "Midwest", "product_line": "Financial"}
+user-004|knowledge|Analytics Platform Access: Server: prod-db-8.company.com, Port: 3306, Username: admin_3399, Password: %#hCJbsjcYHf2u9m, Additional: SSL: Required, Timeout: 58s [ID: 450]|{"account_id": "ACC-068", "region": "Midwest", "product_line": "Financial"}
user-005|semantic|Predictive Analytics is a key metric for business performance. It helps organizations make data-driven decisions. Critical for strategic planning and optimization. [ID: 451]|{"account_id": "ACC-146", "region": "International", "product_line": "Marketing"}
user-003|episodic|Last Monday, I attended Networking Event at Chicago. Met 12 potential leads and scheduled 6 follow-up meetings. [ID: 452]|{"account_id": "ACC-194", "region": "Southeast", "product_line": "SMB"}
user-003|semantic|CRM Platform is an essential tool for modern business. It provides benefits such as increased efficiency, better decision making, and improved ROI. [ID: 453]|{"account_id": "ACC-156", "region": "South", "product_line": "Marketing"}
user-001|episodic|Last Wednesday, I attended Tech Conference at New York. Met 18 potential leads and scheduled 15 follow-up meetings. [ID: 454]|{"account_id": "ACC-153", "region": "Central", "product_line": "Operations"}
-user-001|knowledge_vault|VPN Gateway Access: Server: dev-db-9.company.com, Port: 6379, Username: admin_6676, Password: vbF1pFm7MhyCTLc6, Additional: SSL: Required, Timeout: 42s [ID: 455]|{"account_id": "ACC-150", "region": "East", "product_line": "Platform"}
-user-002|knowledge_vault|HubSpot Configuration: URL: https://dashboard.company.com, Access Token: gbgksaitd7glrk7xsz5lcixu3cpwkd9r3vmbqt0zxxz79hwacwlcoyrskwb3jwtm, Webhook: https://hooks.company.com/l2p1v4yzptwndv3t806fbac7x8746f5o, Settings: Retry: 3, Timeout: 112s [ID: 456]|{"account_id": "ACC-110", "region": "East", "product_line": "Cloud"}
+user-001|knowledge|VPN Gateway Access: Server: dev-db-9.company.com, Port: 6379, Username: admin_6676, Password: vbF1pFm7MhyCTLc6, Additional: SSL: Required, Timeout: 42s [ID: 455]|{"account_id": "ACC-150", "region": "East", "product_line": "Platform"}
+user-002|knowledge|HubSpot Configuration: URL: https://dashboard.company.com, Access Token: gbgksaitd7glrk7xsz5lcixu3cpwkd9r3vmbqt0zxxz79hwacwlcoyrskwb3jwtm, Webhook: https://hooks.company.com/l2p1v4yzptwndv3t806fbac7x8746f5o, Settings: Retry: 3, Timeout: 112s [ID: 456]|{"account_id": "ACC-110", "region": "East", "product_line": "Cloud"}
user-004|resource|# Comprehensive Q4 Sales Strategy
## Purpose
@@ -1570,14 +1570,14 @@ We will implement aggressive tactics to achieve our objectives. This includes hi
user-005|semantic|Predictive Analytics is a key metric for business performance. It helps organizations make data-driven decisions. Critical for strategic planning and optimization. [ID: 460]|{"account_id": "ACC-012", "region": "Northwest", "product_line": "Cloud"}
user-003|procedural|Migration checklist: 1) Negotiate terms and pricing. 2) Document lessons learned. 3) Monitor progress closely. 4) Review requirements thoroughly. 5) Schedule implementation. [ID: 461]|{"account_id": "ACC-055", "region": "Central", "product_line": "Integration"}
user-002|procedural|Escalation handling workflow: Step 1 - Finalize documentation. Step 2 - Negotiate terms and pricing. Step 3 - Schedule implementation. Step 4 - Collect feedback regularly. Step 5 - Identify key stakeholders. [ID: 462]|{"account_id": "ACC-124", "region": "East", "product_line": "Cloud"}
-user-002|knowledge_vault|Zendesk Configuration: URL: https://portal.company.com, Access Token: 9dpb88k7ghyjvfo41okvzzujysonqwj8fr2vcbmpsospsgg8pfydc6gvufp59lbg, Webhook: https://hooks.company.com/8o0q2im4voos11edy004k3vkwjygbclz, Settings: Retry: 5, Timeout: 120s [ID: 463]|{"account_id": "ACC-192", "region": "Midwest", "product_line": "SMB"}
+user-002|knowledge|Zendesk Configuration: URL: https://portal.company.com, Access Token: 9dpb88k7ghyjvfo41okvzzujysonqwj8fr2vcbmpsospsgg8pfydc6gvufp59lbg, Webhook: https://hooks.company.com/8o0q2im4voos11edy004k3vkwjygbclz, Settings: Retry: 5, Timeout: 120s [ID: 463]|{"account_id": "ACC-192", "region": "Midwest", "product_line": "SMB"}
user-001|core|I'm Jack Anderson, working as Sales Engineer in NextGen Tech. My key expertise is in product strategy. [ID: 464]|{"account_id": "ACC-188", "region": "Southeast", "product_line": "Enterprise"}
user-002|semantic|Pipeline Coverage is an essential tool for modern business. It provides benefits such as increased efficiency, better decision making, and improved ROI. [ID: 465]|{"account_id": "ACC-011", "region": "South", "product_line": "Operations"}
user-001|procedural|Pipeline review workflow: Step 1 - Identify key stakeholders. Step 2 - Document lessons learned. Step 3 - Schedule implementation. Step 4 - Conduct initial assessment. Step 5 - Negotiate terms and pricing. [ID: 466]|{"account_id": "ACC-034", "region": "Northeast", "product_line": "Cloud"}
user-001|core|I'm Iris Martinez, working as Business Development Manager in TechCorp. My key expertise is in cloud architecture. [ID: 467]|{"account_id": "ACC-076", "region": "East", "product_line": "Integration"}
-user-001|knowledge_vault|Stripe Configuration: URL: https://portal.company.com, Access Token: n0700edio2ov7adeki0ra8bohwt5jsb01ukr7hhcnxwvd606bccwxqgo78ak1jia, Webhook: https://hooks.company.com/qbddghg2ecrtcfs4gr1fi6a1wkas4kgy, Settings: Retry: 9, Timeout: 60s [ID: 468]|{"account_id": "ACC-150", "region": "Central", "product_line": "Security"}
+user-001|knowledge|Stripe Configuration: URL: https://portal.company.com, Access Token: n0700edio2ov7adeki0ra8bohwt5jsb01ukr7hhcnxwvd606bccwxqgo78ak1jia, Webhook: https://hooks.company.com/qbddghg2ecrtcfs4gr1fi6a1wkas4kgy, Settings: Retry: 9, Timeout: 60s [ID: 468]|{"account_id": "ACC-150", "region": "Central", "product_line": "Security"}
user-004|procedural|My account planning process: First, Document lessons learned. Second, Negotiate terms and pricing. Third, Address concerns and objections. Fourth, Schedule implementation. Finally, Conduct initial assessment. [ID: 469]|{"account_id": "ACC-170", "region": "Southwest", "product_line": "Analytics"}
-user-004|knowledge_vault|Marketing Platform Credentials: API Key: sk_ra6l398w5obz68drpsi4u5jldde6qieq, Secret: N03W8VKQ82PSPWBEKB6UIRFDI7Y44C7BWBAJ6KEY, Endpoint: https://api.service.com/v2, Region: eu-west-1 [ID: 470]|{"account_id": "ACC-077", "region": "Midwest", "product_line": "Platform"}
+user-004|knowledge|Marketing Platform Credentials: API Key: sk_ra6l398w5obz68drpsi4u5jldde6qieq, Secret: N03W8VKQ82PSPWBEKB6UIRFDI7Y44C7BWBAJ6KEY, Endpoint: https://api.service.com/v2, Region: eu-west-1 [ID: 470]|{"account_id": "ACC-077", "region": "Midwest", "product_line": "Platform"}
user-001|procedural|My sales qualification process: First, Address concerns and objections. Second, Finalize documentation. Third, Identify key stakeholders. Fourth, Review requirements thoroughly. Finally, Monitor progress closely. [ID: 471]|{"account_id": "ACC-111", "region": "Central", "product_line": "Security"}
user-004|procedural|Audit checklist: 1) Negotiate terms and pricing. 2) Schedule implementation. 3) Identify key stakeholders. 4) Collect feedback regularly. 5) Document lessons learned. [ID: 472]|{"account_id": "ACC-055", "region": "Midwest", "product_line": "Operations"}
user-001|procedural|Customer handoff workflow: Step 1 - Document lessons learned. Step 2 - Finalize documentation. Step 3 - Collect feedback regularly. Step 4 - Address concerns and objections. Step 5 - Monitor progress closely. [ID: 473]|{"account_id": "ACC-052", "region": "East", "product_line": "Marketing"}
@@ -1652,14 +1652,14 @@ We will implement strategic tactics to achieve our objectives. This includes hir
1) Complete by mid-year 2) Review weekly progress 3) Adjust strategy as needed [ID: 486]|{"account_id": "ACC-053", "region": "Southeast", "product_line": "Operations"}
user-001|semantic|Lead Qualification Framework is an essential tool for modern business. It provides benefits such as increased efficiency, better decision making, and improved ROI. [ID: 487]|{"account_id": "ACC-003", "region": "East", "product_line": "Cloud"}
user-004|core|I'm Iris Martinez, working as Business Development Manager in TechCorp. My key expertise is in customer engagement. [ID: 488]|{"account_id": "ACC-137", "region": "West", "product_line": "Security"}
-user-005|knowledge_vault|Communication Service Credentials: API Key: sk_4dxso5cfeqe8po0bfthaibfrw2p3zpt4, Secret: 4N34PTKFM13K5ROHQJ1GRBPQKZ7EGFE2HSA7RP4E, Endpoint: https://api.service.com/v1, Region: ap-southeast-1 [ID: 489]|{"account_id": "ACC-143", "region": "South", "product_line": "Integration"}
+user-005|knowledge|Communication Service Credentials: API Key: sk_4dxso5cfeqe8po0bfthaibfrw2p3zpt4, Secret: 4N34PTKFM13K5ROHQJ1GRBPQKZ7EGFE2HSA7RP4E, Endpoint: https://api.service.com/v1, Region: ap-southeast-1 [ID: 489]|{"account_id": "ACC-143", "region": "South", "product_line": "Integration"}
user-003|semantic|Pipeline Coverage refers to the measurement of business outcomes. Key characteristics include measurable outcomes, actionable insights, and continuous improvement. [ID: 490]|{"account_id": "ACC-027", "region": "South", "product_line": "Financial"}
user-004|procedural|My sales qualification process: First, Address concerns and objections. Second, Conduct initial assessment. Third, Monitor progress closely. Fourth, Review requirements thoroughly. Finally, Document lessons learned. [ID: 491]|{"account_id": "ACC-054", "region": "Midwest", "product_line": "Marketing"}
user-003|procedural|Migration checklist: 1) Collect feedback regularly. 2) Monitor progress closely. 3) Conduct initial assessment. 4) Present to decision makers. 5) Schedule implementation. [ID: 492]|{"account_id": "ACC-182", "region": "West", "product_line": "Security"}
user-004|episodic|This morning at 15:30 PM, I closed a deal with Smart Solutions worth $142K annually. The contract was signed after 3 months of negotiations. [ID: 493]|{"account_id": "ACC-080", "region": "Midwest", "product_line": "Cloud"}
user-005|episodic|This morning at 15:30 PM, I closed a deal with DataVision Inc worth $336K annually. The contract was signed after 3 months of negotiations. [ID: 494]|{"account_id": "ACC-086", "region": "Southeast", "product_line": "Security"}
user-001|procedural|Onboarding checklist: 1) Prepare detailed proposal. 2) Address concerns and objections. 3) Review requirements thoroughly. 4) Identify key stakeholders. 5) Collect feedback regularly. [ID: 495]|{"account_id": "ACC-095", "region": "East", "product_line": "Enterprise"}
-user-003|knowledge_vault|Marketing Platform Credentials: API Key: sk_kndmulaghp7lv5yp2lrqntienye78qa3, Secret: 6COR2I3GY47SHMVNY7R7CNRWRDC3Q4T9ZDYCRY88, Endpoint: https://api.system.com/v2, Region: us-west-2 [ID: 496]|{"account_id": "ACC-167", "region": "Central", "product_line": "Enterprise"}
+user-003|knowledge|Marketing Platform Credentials: API Key: sk_kndmulaghp7lv5yp2lrqntienye78qa3, Secret: 6COR2I3GY47SHMVNY7R7CNRWRDC3Q4T9ZDYCRY88, Endpoint: https://api.system.com/v2, Region: us-west-2 [ID: 496]|{"account_id": "ACC-167", "region": "Central", "product_line": "Enterprise"}
user-001|procedural|Implementation checklist: 1) Review requirements thoroughly. 2) Address concerns and objections. 3) Prepare detailed proposal. 4) Monitor progress closely. 5) Collect feedback regularly. [ID: 497]|{"account_id": "ACC-164", "region": "West", "product_line": "SMB"}
user-002|semantic|Customer Data Platform is a key metric for business performance. It helps organizations make data-driven decisions. Critical for strategic planning and optimization. [ID: 498]|{"account_id": "ACC-084", "region": "Central", "product_line": "Cloud"}
user-005|semantic|Marketing Automation refers to the measurement of business outcomes. Key characteristics include measurable outcomes, actionable insights, and continuous improvement. [ID: 499]|{"account_id": "ACC-076", "region": "Central", "product_line": "Analytics"}
@@ -1668,14 +1668,14 @@ user-001|procedural|Contract negotiation workflow: Step 1 - Review requirements
user-002|core|I'm Emma Wilson, CTO at Quantum Systems. My focus areas are product strategy and B2B marketing. [ID: 502]|{"account_id": "ACC-028", "region": "Northeast", "product_line": "SMB"}
user-002|semantic|Account-Based Marketing is an essential tool for modern business. It provides benefits such as increased efficiency, better decision making, and improved ROI. [ID: 503]|{"account_id": "ACC-173", "region": "Southwest", "product_line": "Cloud"}
user-001|episodic|Last Thursday, I attended Trade Show at San Francisco. Met 22 potential leads and scheduled 15 follow-up meetings. [ID: 504]|{"account_id": "ACC-025", "region": "South", "product_line": "Analytics"}
-user-005|knowledge_vault|Payment Gateway Credentials: API Key: sk_nonvrdr5hosfk763zzo8q6og7x2fs1up, Secret: BLCE14OWTR6KZ6598WAZWQQHXMIKEPLRBZIA6J0K, Endpoint: https://api.system.com/v1, Region: us-east-1 [ID: 505]|{"account_id": "ACC-082", "region": "South", "product_line": "Integration"}
+user-005|knowledge|Payment Gateway Credentials: API Key: sk_nonvrdr5hosfk763zzo8q6og7x2fs1up, Secret: BLCE14OWTR6KZ6598WAZWQQHXMIKEPLRBZIA6J0K, Endpoint: https://api.system.com/v1, Region: us-east-1 [ID: 505]|{"account_id": "ACC-082", "region": "South", "product_line": "Integration"}
user-004|core|I'm Carol Davis, working as Sales Engineer in Smart Solutions. My key expertise is in technical consulting. [ID: 506]|{"account_id": "ACC-136", "region": "South", "product_line": "Integration"}
user-005|episodic|Last Thursday, I attended Tech Conference at Chicago. Met 19 potential leads and scheduled 4 follow-up meetings. [ID: 507]|{"account_id": "ACC-121", "region": "South", "product_line": "Platform"}
user-005|episodic|Last Friday, I attended Tech Conference at San Francisco. Met 49 potential leads and scheduled 12 follow-up meetings. [ID: 508]|{"account_id": "ACC-096", "region": "Midwest", "product_line": "Enterprise"}
user-001|episodic|This morning at 13:00 PM, I closed a deal with Smart Solutions worth $334K annually. The contract was signed after 2 months of negotiations. [ID: 509]|{"account_id": "ACC-143", "region": "Midwest", "product_line": "Enterprise"}
-user-001|knowledge_vault|Backup Server Access: Server: prod-db-1.company.com, Port: 5432, Username: admin_8394, Password: aQe1UEpsnmA8Tw!#, Additional: SSL: Required, Timeout: 35s [ID: 510]|{"account_id": "ACC-007", "region": "East", "product_line": "Analytics"}
-user-003|knowledge_vault|VPN Gateway Access: Server: dev-db-3.company.com, Port: 8080, Username: admin_3668, Password: Cizyw8mnODMNRYsc, Additional: SSL: Required, Timeout: 33s [ID: 511]|{"account_id": "ACC-047", "region": "Central", "product_line": "Cloud"}
-user-001|knowledge_vault|Backup Server Access: Server: dev-db-4.company.com, Port: 3306, Username: admin_9176, Password: DVm67ya5iGvpQ@sn, Additional: SSL: Required, Timeout: 11s [ID: 512]|{"account_id": "ACC-192", "region": "South", "product_line": "Operations"}
+user-001|knowledge|Backup Server Access: Server: prod-db-1.company.com, Port: 5432, Username: admin_8394, Password: aQe1UEpsnmA8Tw!#, Additional: SSL: Required, Timeout: 35s [ID: 510]|{"account_id": "ACC-007", "region": "East", "product_line": "Analytics"}
+user-003|knowledge|VPN Gateway Access: Server: dev-db-3.company.com, Port: 8080, Username: admin_3668, Password: Cizyw8mnODMNRYsc, Additional: SSL: Required, Timeout: 33s [ID: 511]|{"account_id": "ACC-047", "region": "Central", "product_line": "Cloud"}
+user-001|knowledge|Backup Server Access: Server: dev-db-4.company.com, Port: 3306, Username: admin_9176, Password: DVm67ya5iGvpQ@sn, Additional: SSL: Required, Timeout: 11s [ID: 512]|{"account_id": "ACC-192", "region": "South", "product_line": "Operations"}
user-004|semantic|Pipeline Coverage refers to the measurement of business outcomes. Key characteristics include measurable outcomes, actionable insights, and continuous improvement. [ID: 513]|{"account_id": "ACC-053", "region": "Southeast", "product_line": "Analytics"}
user-004|core|Bob Smith here - I'm the Customer Success Manager for NextGen Tech's operations team. [ID: 514]|{"account_id": "ACC-021", "region": "Northeast", "product_line": "Enterprise"}
user-001|episodic|Yesterday at 9:30 AM, I conducted a training session for NextGen Tech. They requested a follow-up. [ID: 515]|{"account_id": "ACC-017", "region": "South", "product_line": "Platform"}
@@ -1716,7 +1716,7 @@ We will implement measured tactics to achieve our objectives. This includes hiri
user-005|procedural|My account planning process: First, Finalize documentation. Second, Review requirements thoroughly. Third, Prepare detailed proposal. Fourth, Collect feedback regularly. Finally, Identify key stakeholders. [ID: 522]|{"account_id": "ACC-129", "region": "Southwest", "product_line": "Security"}
user-001|procedural|My contract renewal process: First, Review requirements thoroughly. Second, Monitor progress closely. Third, Prepare detailed proposal. Fourth, Schedule implementation. Finally, Finalize documentation. [ID: 523]|{"account_id": "ACC-127", "region": "Northeast", "product_line": "Marketing"}
user-001|procedural|Onboarding checklist: 1) Identify key stakeholders. 2) Collect feedback regularly. 3) Negotiate terms and pricing. 4) Conduct initial assessment. 5) Review requirements thoroughly. [ID: 524]|{"account_id": "ACC-091", "region": "International", "product_line": "Integration"}
-user-004|knowledge_vault|Slack Configuration: URL: https://app.company.com, Access Token: pbyh42bzmlv60zptfrukc88dy7n9dvp9zw18rfj65gn0b2q44jq959lid0zqasoz, Webhook: https://hooks.company.com/5x27yskam36kqh08tn6jrv6ovldtzhqv, Settings: Retry: 4, Timeout: 77s [ID: 525]|{"account_id": "ACC-081", "region": "Southeast", "product_line": "Financial"}
+user-004|knowledge|Slack Configuration: URL: https://app.company.com, Access Token: pbyh42bzmlv60zptfrukc88dy7n9dvp9zw18rfj65gn0b2q44jq959lid0zqasoz, Webhook: https://hooks.company.com/5x27yskam36kqh08tn6jrv6ovldtzhqv, Settings: Retry: 4, Timeout: 77s [ID: 525]|{"account_id": "ACC-081", "region": "Southeast", "product_line": "Financial"}
user-001|core|I'm Emma Wilson, working as Marketing Director in Digital Dynamics. My key expertise is in enterprise sales. [ID: 526]|{"account_id": "ACC-186", "region": "South", "product_line": "Marketing"}
user-005|resource|# Essential Q4 Sales Strategy
@@ -1734,7 +1734,7 @@ Always monitor throughout the process
## Resources
Training materials available on internal portal [ID: 527]|{"account_id": "ACC-109", "region": "East", "product_line": "Operations"}
user-001|semantic|Sales Intelligence is a key metric for business performance. It helps organizations make data-driven decisions. Critical for strategic planning and optimization. [ID: 528]|{"account_id": "ACC-036", "region": "Southwest", "product_line": "Operations"}
-user-003|knowledge_vault|Production Database Access: Server: dev-db-6.company.com, Port: 5432, Username: admin_7849, Password: EQo$RyUVIKOw3xpd, Additional: SSL: Required, Timeout: 53s [ID: 529]|{"account_id": "ACC-184", "region": "Midwest", "product_line": "Marketing"}
+user-003|knowledge|Production Database Access: Server: dev-db-6.company.com, Port: 5432, Username: admin_7849, Password: EQo$RyUVIKOw3xpd, Additional: SSL: Required, Timeout: 53s [ID: 529]|{"account_id": "ACC-184", "region": "Midwest", "product_line": "Marketing"}
user-005|episodic|Yesterday at 10:30 AM, I conducted a training session for DataVision Inc. They requested a follow-up. [ID: 530]|{"account_id": "ACC-125", "region": "West", "product_line": "Cloud"}
user-002|resource|# Q4 Sales Strategy
@@ -1751,11 +1751,11 @@ We will implement measured tactics to achieve our objectives. This includes hiri
## Action Items
1) Complete by end of month 2) Review weekly progress 3) Adjust strategy as needed [ID: 531]|{"account_id": "ACC-083", "region": "Northwest", "product_line": "Marketing"}
-user-003|knowledge_vault|Zendesk Configuration: URL: https://app.company.com, Access Token: yeuzrg1sij0dd0vwuzazk1ovw4obite2k2vhdmoy8v3tyn8yx5qlsfx9uenp52xq, Webhook: https://hooks.company.com/1f23uwalgvxv5zakk5xot6i1ou75uifx, Settings: Retry: 4, Timeout: 92s [ID: 532]|{"account_id": "ACC-036", "region": "Southwest", "product_line": "Enterprise"}
+user-003|knowledge|Zendesk Configuration: URL: https://app.company.com, Access Token: yeuzrg1sij0dd0vwuzazk1ovw4obite2k2vhdmoy8v3tyn8yx5qlsfx9uenp52xq, Webhook: https://hooks.company.com/1f23uwalgvxv5zakk5xot6i1ou75uifx, Settings: Retry: 4, Timeout: 92s [ID: 532]|{"account_id": "ACC-036", "region": "Southwest", "product_line": "Enterprise"}
user-001|episodic|Yesterday at 14:00 AM, I conducted a product demo for Digital Dynamics. They requested a follow-up. [ID: 533]|{"account_id": "ACC-071", "region": "Northeast", "product_line": "Operations"}
user-002|episodic|This morning at 11:30 PM, I closed a deal with FinTech Solutions worth $420K annually. The contract was signed after 4 months of negotiations. [ID: 534]|{"account_id": "ACC-175", "region": "Northwest", "product_line": "Platform"}
user-003|core|David Lee here - I'm the Marketing Director for FinTech Solutions's marketing team. [ID: 535]|{"account_id": "ACC-144", "region": "Midwest", "product_line": "Analytics"}
-user-003|knowledge_vault|Data Warehouse Credentials: API Key: sk_6mlc8oflrvmd7kf3e10v7g51plv6wzdj, Secret: YHK14LF6SK5VD8OJ185VBFOX5S5Z8L07O9X45G87, Endpoint: https://api.service.com/v1, Region: eu-west-1 [ID: 536]|{"account_id": "ACC-012", "region": "West", "product_line": "SMB"}
+user-003|knowledge|Data Warehouse Credentials: API Key: sk_6mlc8oflrvmd7kf3e10v7g51plv6wzdj, Secret: YHK14LF6SK5VD8OJ185VBFOX5S5Z8L07O9X45G87, Endpoint: https://api.service.com/v1, Region: eu-west-1 [ID: 536]|{"account_id": "ACC-012", "region": "West", "product_line": "SMB"}
user-002|resource|# Comprehensive Territory Assignment
## Purpose
@@ -1785,15 +1785,15 @@ user-004|episodic|This morning at 17:00 PM, I closed a deal with Innovation Labs
user-005|core|My name is Carol Davis and I work as a VP of Operations at FinTech Solutions. I specialize in B2B marketing. [ID: 549]|{"account_id": "ACC-022", "region": "Southwest", "product_line": "Marketing"}
user-004|core|I'm Frank Chen, Marketing Director at Quantum Systems. My focus areas are enterprise sales and product strategy. [ID: 550]|{"account_id": "ACC-061", "region": "West", "product_line": "Platform"}
user-005|episodic|Yesterday at 12:30 PM, I conducted a product demo for Global Enterprises. They requested a follow-up. [ID: 551]|{"account_id": "ACC-075", "region": "International", "product_line": "Marketing"}
-user-001|knowledge_vault|Backup Server Access: Server: dev-db-3.company.com, Port: 6379, Username: admin_1823, Password: oIhb4JmM9A4WV3mq, Additional: SSL: Required, Timeout: 27s [ID: 552]|{"account_id": "ACC-007", "region": "Southeast", "product_line": "Enterprise"}
+user-001|knowledge|Backup Server Access: Server: dev-db-3.company.com, Port: 6379, Username: admin_1823, Password: oIhb4JmM9A4WV3mq, Additional: SSL: Required, Timeout: 27s [ID: 552]|{"account_id": "ACC-007", "region": "Southeast", "product_line": "Enterprise"}
user-003|semantic|Predictive Analytics is an essential tool for modern business. It provides benefits such as increased efficiency, better decision making, and improved ROI. [ID: 553]|{"account_id": "ACC-049", "region": "Midwest", "product_line": "Enterprise"}
user-001|semantic|Sales Velocity refers to the measurement of business outcomes. Key characteristics include measurable outcomes, actionable insights, and continuous improvement. [ID: 554]|{"account_id": "ACC-189", "region": "Southeast", "product_line": "Platform"}
-user-005|knowledge_vault|HubSpot Configuration: URL: https://app.company.com, Access Token: zin52ud4k03eh7fmkvf6le2mdl1j2o598o91ktb3647ndz8s7767qs4cr07i3ehg, Webhook: https://hooks.company.com/pr2oelzs3jy8ijrx2tubqfdn439d0g5d, Settings: Retry: 7, Timeout: 74s [ID: 555]|{"account_id": "ACC-096", "region": "West", "product_line": "Platform"}
+user-005|knowledge|HubSpot Configuration: URL: https://app.company.com, Access Token: zin52ud4k03eh7fmkvf6le2mdl1j2o598o91ktb3647ndz8s7767qs4cr07i3ehg, Webhook: https://hooks.company.com/pr2oelzs3jy8ijrx2tubqfdn439d0g5d, Settings: Retry: 7, Timeout: 74s [ID: 555]|{"account_id": "ACC-096", "region": "West", "product_line": "Platform"}
user-002|core|I'm Grace Taylor, Senior Sales Manager at TechCorp. My focus areas are business intelligence and AI solutions. [ID: 556]|{"account_id": "ACC-130", "region": "International", "product_line": "Cloud"}
user-001|procedural|My account planning process: First, Conduct initial assessment. Second, Document lessons learned. Third, Identify key stakeholders. Fourth, Negotiate terms and pricing. Finally, Schedule implementation. [ID: 557]|{"account_id": "ACC-110", "region": "Northeast", "product_line": "SMB"}
user-003|core|I'm Henry Brown, working as Sales Engineer in FinTech Solutions. My key expertise is in product strategy. [ID: 558]|{"account_id": "ACC-165", "region": "Southeast", "product_line": "Financial"}
user-003|core|I'm Henry Brown, working as Solutions Architect in Innovation Labs. My key expertise is in business intelligence. [ID: 559]|{"account_id": "ACC-012", "region": "Northeast", "product_line": "Operations"}
-user-003|knowledge_vault|Zendesk Configuration: URL: https://portal.company.com, Access Token: iu4iznddnym1d9rfdgqiam2w78zv8mbk0x9zlthud5x1sk5rgn4lpjs45jpa5rzh, Webhook: https://hooks.company.com/2dxuhbvohp1k7g5pj94rbdbjd2d14pl5, Settings: Retry: 4, Timeout: 85s [ID: 560]|{"account_id": "ACC-059", "region": "Northeast", "product_line": "Platform"}
+user-003|knowledge|Zendesk Configuration: URL: https://portal.company.com, Access Token: iu4iznddnym1d9rfdgqiam2w78zv8mbk0x9zlthud5x1sk5rgn4lpjs45jpa5rzh, Webhook: https://hooks.company.com/2dxuhbvohp1k7g5pj94rbdbjd2d14pl5, Settings: Retry: 4, Timeout: 85s [ID: 560]|{"account_id": "ACC-059", "region": "Northeast", "product_line": "Platform"}
user-002|episodic|On Friday, I had a call with FinTech Solutions regarding billing discrepancy. We resolved the problem within 8 hours and they agreed to extend the trial. [ID: 561]|{"account_id": "ACC-013", "region": "Southeast", "product_line": "Financial"}
user-004|episodic|On Friday, I had a call with FinTech Solutions regarding performance concerns. We resolved the problem within 4 hours and they agreed to continue their contract. [ID: 562]|{"account_id": "ACC-081", "region": "East", "product_line": "Security"}
user-005|resource|# Essential Compensation Plan
@@ -1812,10 +1812,10 @@ Always validate throughout the process
## Resources
Training materials available on internal portal [ID: 563]|{"account_id": "ACC-126", "region": "South", "product_line": "Platform"}
user-004|episodic|Last Wednesday, I attended Trade Show at San Francisco. Met 24 potential leads and scheduled 3 follow-up meetings. [ID: 564]|{"account_id": "ACC-182", "region": "Northeast", "product_line": "SMB"}
-user-001|knowledge_vault|Integration Hub Credentials: API Key: sk_svbnm3njr89ppqavqbppy9pcpkchijpf, Secret: 9BTM5K8JKBULMO31CWE8U6S8PGJEET2HKSBD41Q7, Endpoint: https://api.platform.com/v2, Region: ap-southeast-1 [ID: 565]|{"account_id": "ACC-004", "region": "Midwest", "product_line": "Analytics"}
+user-001|knowledge|Integration Hub Credentials: API Key: sk_svbnm3njr89ppqavqbppy9pcpkchijpf, Secret: 9BTM5K8JKBULMO31CWE8U6S8PGJEET2HKSBD41Q7, Endpoint: https://api.platform.com/v2, Region: ap-southeast-1 [ID: 565]|{"account_id": "ACC-004", "region": "Midwest", "product_line": "Analytics"}
user-005|procedural|My competitive analysis process: First, Collect feedback regularly. Second, Present to decision makers. Third, Negotiate terms and pricing. Fourth, Schedule implementation. Finally, Identify key stakeholders. [ID: 566]|{"account_id": "ACC-028", "region": "Northeast", "product_line": "Analytics"}
user-003|core|Profile update: Carol Davis, CTO position at Innovation Labs, responsible for team leadership. [ID: 567]|{"account_id": "ACC-172", "region": "International", "product_line": "Marketing"}
-user-002|knowledge_vault|Stripe Configuration: URL: https://dashboard.company.com, Access Token: ds0cjx7p0q6wfvrrmmrjg2o1z7aoup1e9ncd3iexmfiry9zzrl0h3zv7n0cw2dcr, Webhook: https://hooks.company.com/2wcn1yaagyzj598kjoomyxn7rthqopcf, Settings: Retry: 6, Timeout: 31s [ID: 568]|{"account_id": "ACC-009", "region": "Southwest", "product_line": "Marketing"}
+user-002|knowledge|Stripe Configuration: URL: https://dashboard.company.com, Access Token: ds0cjx7p0q6wfvrrmmrjg2o1z7aoup1e9ncd3iexmfiry9zzrl0h3zv7n0cw2dcr, Webhook: https://hooks.company.com/2wcn1yaagyzj598kjoomyxn7rthqopcf, Settings: Retry: 6, Timeout: 31s [ID: 568]|{"account_id": "ACC-009", "region": "Southwest", "product_line": "Marketing"}
user-003|semantic|Revenue Operations refers to the measurement of business outcomes. Key characteristics include measurable outcomes, actionable insights, and continuous improvement. [ID: 569]|{"account_id": "ACC-096", "region": "West", "product_line": "SMB"}
user-002|semantic|Lead Qualification Framework is a key metric for business performance. It helps organizations make data-driven decisions. Critical for strategic planning and optimization. [ID: 570]|{"account_id": "ACC-078", "region": "Northeast", "product_line": "Integration"}
user-001|resource|# Market Analysis Report
@@ -1833,7 +1833,7 @@ We will implement measured tactics to achieve our objectives. This includes hiri
## Action Items
1) Complete by mid-year 2) Review weekly progress 3) Adjust strategy as needed [ID: 571]|{"account_id": "ACC-070", "region": "Southeast", "product_line": "SMB"}
-user-002|knowledge_vault|Zendesk Configuration: URL: https://dashboard.company.com, Access Token: f1lecxop65uzdwb80ybglrfavppwba8czr8grvg4wleo8fpql5llh213vkhztceh, Webhook: https://hooks.company.com/kkk2q6q7wo9r29dalonj3syznavy5n9v, Settings: Retry: 7, Timeout: 114s [ID: 572]|{"account_id": "ACC-047", "region": "International", "product_line": "Financial"}
+user-002|knowledge|Zendesk Configuration: URL: https://dashboard.company.com, Access Token: f1lecxop65uzdwb80ybglrfavppwba8czr8grvg4wleo8fpql5llh213vkhztceh, Webhook: https://hooks.company.com/kkk2q6q7wo9r29dalonj3syznavy5n9v, Settings: Retry: 7, Timeout: 114s [ID: 572]|{"account_id": "ACC-047", "region": "International", "product_line": "Financial"}
user-004|core|I'm David Lee, CTO at Quantum Systems. My focus areas are product strategy and B2B marketing. [ID: 573]|{"account_id": "ACC-167", "region": "International", "product_line": "Integration"}
user-004|procedural|Migration checklist: 1) Address concerns and objections. 2) Identify key stakeholders. 3) Review requirements thoroughly. 4) Finalize documentation. 5) Prepare detailed proposal. [ID: 574]|{"account_id": "ACC-002", "region": "South", "product_line": "Analytics"}
user-005|resource|# Essential Territory Assignment
@@ -1867,8 +1867,8 @@ We will implement measured tactics to achieve our objectives. This includes hiri
## Action Items
1) Complete by end of quarter 2) Review weekly progress 3) Adjust strategy as needed [ID: 576]|{"account_id": "ACC-155", "region": "Southwest", "product_line": "Financial"}
user-004|core|I'm Bob Smith, working as VP of Operations in Innovation Labs. My key expertise is in AI solutions. [ID: 577]|{"account_id": "ACC-031", "region": "International", "product_line": "Platform"}
-user-005|knowledge_vault|Salesforce Configuration: URL: https://dashboard.company.com, Access Token: u484j8vh5cpu0ciara6cekbw6971g8bm334h7t0yki4db6fkpuvq7rfp1b2k7c6h, Webhook: https://hooks.company.com/gohoy8osczewl5n0t176v4c339t9snx6, Settings: Retry: 5, Timeout: 62s [ID: 578]|{"account_id": "ACC-011", "region": "International", "product_line": "Security"}
-user-001|knowledge_vault|Production Database Access: Server: dev-db-9.company.com, Port: 5432, Username: admin_3559, Password: 9q1Djn#IS7FQ1dTw, Additional: SSL: Required, Timeout: 20s [ID: 579]|{"account_id": "ACC-088", "region": "West", "product_line": "Cloud"}
+user-005|knowledge|Salesforce Configuration: URL: https://dashboard.company.com, Access Token: u484j8vh5cpu0ciara6cekbw6971g8bm334h7t0yki4db6fkpuvq7rfp1b2k7c6h, Webhook: https://hooks.company.com/gohoy8osczewl5n0t176v4c339t9snx6, Settings: Retry: 5, Timeout: 62s [ID: 578]|{"account_id": "ACC-011", "region": "International", "product_line": "Security"}
+user-001|knowledge|Production Database Access: Server: dev-db-9.company.com, Port: 5432, Username: admin_3559, Password: 9q1Djn#IS7FQ1dTw, Additional: SSL: Required, Timeout: 20s [ID: 579]|{"account_id": "ACC-088", "region": "West", "product_line": "Cloud"}
user-001|episodic|On Thursday, I had a call with DataVision Inc regarding billing discrepancy. We resolved the problem within 5 hours and they agreed to upgrade their plan. [ID: 580]|{"account_id": "ACC-131", "region": "Central", "product_line": "Enterprise"}
user-004|core|My name is Henry Brown and I work as a Solutions Architect at Global Enterprises. I specialize in customer engagement. [ID: 581]|{"account_id": "ACC-121", "region": "Northwest", "product_line": "Financial"}
user-002|procedural|Audit checklist: 1) Finalize documentation. 2) Schedule implementation. 3) Collect feedback regularly. 4) Negotiate terms and pricing. 5) Prepare detailed proposal. [ID: 582]|{"account_id": "ACC-167", "region": "Northeast", "product_line": "SMB"}
@@ -1905,13 +1905,13 @@ user-005|episodic|Last Monday, I attended Industry Summit at New York. Met 23 po
user-002|core|Profile update: Emma Wilson, Customer Success Manager position at DataVision Inc, responsible for product development. [ID: 599]|{"account_id": "ACC-004", "region": "Southwest", "product_line": "Enterprise"}
user-005|episodic|Last Wednesday, I attended Tech Conference at New York. Met 15 potential leads and scheduled 5 follow-up meetings. [ID: 600]|{"account_id": "ACC-173", "region": "South", "product_line": "SMB"}
user-002|semantic|Sales Intelligence is a key metric for business performance. It helps organizations make data-driven decisions. Critical for strategic planning and optimization. [ID: 601]|{"account_id": "ACC-052", "region": "Northwest", "product_line": "Operations"}
-user-002|knowledge_vault|Backup Server Access: Server: prod-db-9.company.com, Port: 8080, Username: admin_3504, Password: cXYt@akKu#bxWdXz, Additional: SSL: Required, Timeout: 51s [ID: 602]|{"account_id": "ACC-042", "region": "Northwest", "product_line": "Analytics"}
+user-002|knowledge|Backup Server Access: Server: prod-db-9.company.com, Port: 8080, Username: admin_3504, Password: cXYt@akKu#bxWdXz, Additional: SSL: Required, Timeout: 51s [ID: 602]|{"account_id": "ACC-042", "region": "Northwest", "product_line": "Analytics"}
user-005|procedural|Quote generation workflow: Step 1 - Schedule implementation. Step 2 - Identify key stakeholders. Step 3 - Conduct initial assessment. Step 4 - Prepare detailed proposal. Step 5 - Review requirements thoroughly. [ID: 603]|{"account_id": "ACC-092", "region": "Southwest", "product_line": "Cloud"}
-user-001|knowledge_vault|Data Warehouse Credentials: API Key: sk_qkwuzj9i00vx0g1rmwoy53lh46d9l2aj, Secret: TUCU5DHNZB198VT0GI7HBG3B5IVFYKDKV3JNHSM8, Endpoint: https://api.service.com/v2, Region: us-west-2 [ID: 604]|{"account_id": "ACC-200", "region": "Northeast", "product_line": "Operations"}
+user-001|knowledge|Data Warehouse Credentials: API Key: sk_qkwuzj9i00vx0g1rmwoy53lh46d9l2aj, Secret: TUCU5DHNZB198VT0GI7HBG3B5IVFYKDKV3JNHSM8, Endpoint: https://api.service.com/v2, Region: us-west-2 [ID: 604]|{"account_id": "ACC-200", "region": "Northeast", "product_line": "Operations"}
user-005|procedural|Review checklist: 1) Prepare detailed proposal. 2) Finalize documentation. 3) Identify key stakeholders. 4) Address concerns and objections. 5) Collect feedback regularly. [ID: 605]|{"account_id": "ACC-001", "region": "Southeast", "product_line": "Financial"}
user-003|procedural|My proposal development process: First, Collect feedback regularly. Second, Conduct initial assessment. Third, Monitor progress closely. Fourth, Identify key stakeholders. Finally, Document lessons learned. [ID: 606]|{"account_id": "ACC-029", "region": "International", "product_line": "Cloud"}
user-004|procedural|Escalation handling workflow: Step 1 - Schedule implementation. Step 2 - Address concerns and objections. Step 3 - Document lessons learned. Step 4 - Negotiate terms and pricing. Step 5 - Review requirements thoroughly. [ID: 607]|{"account_id": "ACC-020", "region": "South", "product_line": "Enterprise"}
-user-002|knowledge_vault|VPN Gateway Access: Server: prod-db-6.company.com, Port: 6379, Username: admin_6431, Password: 663jTtzOiakL0F#n, Additional: SSL: Required, Timeout: 17s [ID: 608]|{"account_id": "ACC-111", "region": "Northwest", "product_line": "Platform"}
+user-002|knowledge|VPN Gateway Access: Server: prod-db-6.company.com, Port: 6379, Username: admin_6431, Password: 663jTtzOiakL0F#n, Additional: SSL: Required, Timeout: 17s [ID: 608]|{"account_id": "ACC-111", "region": "Northwest", "product_line": "Platform"}
user-005|procedural|Quote generation workflow: Step 1 - Conduct initial assessment. Step 2 - Review requirements thoroughly. Step 3 - Schedule implementation. Step 4 - Document lessons learned. Step 5 - Prepare detailed proposal. [ID: 609]|{"account_id": "ACC-148", "region": "East", "product_line": "Integration"}
user-005|semantic|Customer Lifetime Value is a key metric for business performance. It helps organizations make data-driven decisions. Critical for strategic planning and optimization. [ID: 610]|{"account_id": "ACC-196", "region": "Northeast", "product_line": "Marketing"}
user-004|resource|# Competitive Analysis
@@ -1931,9 +1931,9 @@ We will implement focused tactics to achieve our objectives. This includes hirin
1) Complete by end of month 2) Review weekly progress 3) Adjust strategy as needed [ID: 611]|{"account_id": "ACC-144", "region": "South", "product_line": "Integration"}
user-004|procedural|Pipeline review workflow: Step 1 - Collect feedback regularly. Step 2 - Conduct initial assessment. Step 3 - Document lessons learned. Step 4 - Monitor progress closely. Step 5 - Prepare detailed proposal. [ID: 612]|{"account_id": "ACC-037", "region": "International", "product_line": "Operations"}
user-004|core|Profile update: Henry Brown, Solutions Architect position at DataVision Inc, responsible for customer retention. [ID: 613]|{"account_id": "ACC-156", "region": "East", "product_line": "Financial"}
-user-003|knowledge_vault|Communication Service Credentials: API Key: sk_aotk22ecxvfdfnxfiirbhzmdznvjgyvl, Secret: RU0C2RRBTBB3D2YR1OIBJCQCQ6H6GZH3VGZF13LD, Endpoint: https://api.service.com/v3, Region: us-west-2 [ID: 614]|{"account_id": "ACC-095", "region": "South", "product_line": "Integration"}
+user-003|knowledge|Communication Service Credentials: API Key: sk_aotk22ecxvfdfnxfiirbhzmdznvjgyvl, Secret: RU0C2RRBTBB3D2YR1OIBJCQCQ6H6GZH3VGZF13LD, Endpoint: https://api.service.com/v3, Region: us-west-2 [ID: 614]|{"account_id": "ACC-095", "region": "South", "product_line": "Integration"}
user-005|core|My name is Henry Brown and I work as a Product Manager at CloudSystems. I specialize in technical consulting. [ID: 615]|{"account_id": "ACC-062", "region": "Northwest", "product_line": "Integration"}
-user-003|knowledge_vault|Slack Configuration: URL: https://app.company.com, Access Token: b0h2ejtgkf67s7c6aknjlvw8f5cjpm2ntz4qlvw9jygfb9scmz671ych6lgu6erg, Webhook: https://hooks.company.com/dub6q1xuyvt37em3u51wd5dnsjxyuydw, Settings: Retry: 9, Timeout: 77s [ID: 616]|{"account_id": "ACC-139", "region": "Central", "product_line": "Operations"}
+user-003|knowledge|Slack Configuration: URL: https://app.company.com, Access Token: b0h2ejtgkf67s7c6aknjlvw8f5cjpm2ntz4qlvw9jygfb9scmz671ych6lgu6erg, Webhook: https://hooks.company.com/dub6q1xuyvt37em3u51wd5dnsjxyuydw, Settings: Retry: 9, Timeout: 77s [ID: 616]|{"account_id": "ACC-139", "region": "Central", "product_line": "Operations"}
user-004|resource|# Essential Compensation Plan
## Purpose
@@ -1949,7 +1949,7 @@ Always monitor throughout the process
## Resources
Training materials available on internal portal [ID: 617]|{"account_id": "ACC-136", "region": "East", "product_line": "Integration"}
-user-004|knowledge_vault|Data Warehouse Credentials: API Key: sk_hhfqbi2ajd3qwll5vmxmx1hsxjpq4mh6, Secret: QJ0HV32P71XLXXQ9TCOX9YXLSDH780UFUK3V17QP, Endpoint: https://api.system.com/v1, Region: us-east-1 [ID: 618]|{"account_id": "ACC-010", "region": "Central", "product_line": "Financial"}
+user-004|knowledge|Data Warehouse Credentials: API Key: sk_hhfqbi2ajd3qwll5vmxmx1hsxjpq4mh6, Secret: QJ0HV32P71XLXXQ9TCOX9YXLSDH780UFUK3V17QP, Endpoint: https://api.system.com/v1, Region: us-east-1 [ID: 618]|{"account_id": "ACC-010", "region": "Central", "product_line": "Financial"}
user-004|core|I'm Bob Smith, Solutions Architect at Digital Dynamics. My focus areas are digital transformation and data analytics. [ID: 619]|{"account_id": "ACC-133", "region": "East", "product_line": "Analytics"}
user-001|semantic|Predictive Analytics is a key metric for business performance. It helps organizations make data-driven decisions. Critical for strategic planning and optimization. [ID: 620]|{"account_id": "ACC-137", "region": "South", "product_line": "Integration"}
user-004|procedural|My competitive analysis process: First, Negotiate terms and pricing. Second, Schedule implementation. Third, Conduct initial assessment. Fourth, Document lessons learned. Finally, Present to decision makers. [ID: 621]|{"account_id": "ACC-015", "region": "Midwest", "product_line": "Cloud"}
@@ -1974,7 +1974,7 @@ We will implement strategic tactics to achieve our objectives. This includes hir
1) Complete by mid-year 2) Review weekly progress 3) Adjust strategy as needed [ID: 626]|{"account_id": "ACC-036", "region": "Southwest", "product_line": "Security"}
user-002|semantic|Sales Velocity is an essential tool for modern business. It provides benefits such as increased efficiency, better decision making, and improved ROI. [ID: 627]|{"account_id": "ACC-054", "region": "Northeast", "product_line": "Financial"}
user-002|semantic|Sales Velocity is an essential tool for modern business. It provides benefits such as increased efficiency, better decision making, and improved ROI. [ID: 628]|{"account_id": "ACC-019", "region": "Southeast", "product_line": "Platform"}
-user-003|knowledge_vault|File Storage Access: Server: dev-db-1.company.com, Port: 3306, Username: admin_4880, Password: 0zL!NNUshfUyyBe5, Additional: SSL: Required, Timeout: 20s [ID: 629]|{"account_id": "ACC-001", "region": "Southeast", "product_line": "Operations"}
+user-003|knowledge|File Storage Access: Server: dev-db-1.company.com, Port: 3306, Username: admin_4880, Password: 0zL!NNUshfUyyBe5, Additional: SSL: Required, Timeout: 20s [ID: 629]|{"account_id": "ACC-001", "region": "Southeast", "product_line": "Operations"}
user-003|core|Profile update: Jack Anderson, Solutions Architect position at Digital Dynamics, responsible for customer retention. [ID: 630]|{"account_id": "ACC-011", "region": "Northeast", "product_line": "Platform"}
user-002|semantic|Lead Qualification Framework is an essential tool for modern business. It provides benefits such as increased efficiency, better decision making, and improved ROI. [ID: 631]|{"account_id": "ACC-101", "region": "Midwest", "product_line": "Marketing"}
user-001|resource|# Comprehensive Competitive Analysis
@@ -2078,7 +2078,7 @@ We will implement measured tactics to achieve our objectives. This includes hiri
## Action Items
1) Complete by end of month 2) Review weekly progress 3) Adjust strategy as needed [ID: 648]|{"account_id": "ACC-130", "region": "Central", "product_line": "Financial"}
-user-005|knowledge_vault|Communication Service Credentials: API Key: sk_bfk116eihu771k9r9adf46mmge8fdna2, Secret: TNQX5ZAM360SXH5SRUXTNTQ0LSODT9PJP843AFQO, Endpoint: https://api.service.com/v1, Region: ap-southeast-1 [ID: 649]|{"account_id": "ACC-124", "region": "Central", "product_line": "Analytics"}
+user-005|knowledge|Communication Service Credentials: API Key: sk_bfk116eihu771k9r9adf46mmge8fdna2, Secret: TNQX5ZAM360SXH5SRUXTNTQ0LSODT9PJP843AFQO, Endpoint: https://api.service.com/v1, Region: ap-southeast-1 [ID: 649]|{"account_id": "ACC-124", "region": "Central", "product_line": "Analytics"}
user-001|resource|# Customer Success Playbook
## Overview
@@ -2100,13 +2100,13 @@ user-002|core|I'm Frank Chen, CTO at Global Enterprises. My focus areas are cust
user-005|core|My name is Emma Wilson and I work as a CTO at TechCorp. I specialize in AI solutions. [ID: 654]|{"account_id": "ACC-162", "region": "Central", "product_line": "Cloud"}
user-004|core|David Lee here - I'm the Senior Sales Manager for FinTech Solutions's marketing team. [ID: 655]|{"account_id": "ACC-112", "region": "Southwest", "product_line": "Enterprise"}
user-003|semantic|Marketing Automation is an essential tool for modern business. It provides benefits such as increased efficiency, better decision making, and improved ROI. [ID: 656]|{"account_id": "ACC-045", "region": "South", "product_line": "Analytics"}
-user-002|knowledge_vault|Monitoring System Access: Server: dev-db-2.company.com, Port: 3306, Username: admin_2482, Password: S%O7jCozsUs8MZuy, Additional: SSL: Required, Timeout: 30s [ID: 657]|{"account_id": "ACC-049", "region": "Southwest", "product_line": "Analytics"}
+user-002|knowledge|Monitoring System Access: Server: dev-db-2.company.com, Port: 3306, Username: admin_2482, Password: S%O7jCozsUs8MZuy, Additional: SSL: Required, Timeout: 30s [ID: 657]|{"account_id": "ACC-049", "region": "Southwest", "product_line": "Analytics"}
user-005|core|My name is Jack Anderson and I work as a Senior Sales Manager at FinTech Solutions. I specialize in technical consulting. [ID: 658]|{"account_id": "ACC-097", "region": "East", "product_line": "Cloud"}
user-002|semantic|Revenue Operations refers to the measurement of business outcomes. Key characteristics include measurable outcomes, actionable insights, and continuous improvement. [ID: 659]|{"account_id": "ACC-179", "region": "West", "product_line": "Analytics"}
user-003|core|Profile update: Emma Wilson, Customer Success Manager position at DataVision Inc, responsible for customer retention. [ID: 660]|{"account_id": "ACC-132", "region": "West", "product_line": "Integration"}
user-004|core|My name is Grace Taylor and I work as a CTO at Innovation Labs. I specialize in data analytics. [ID: 661]|{"account_id": "ACC-091", "region": "West", "product_line": "Platform"}
user-005|procedural|Opportunity management workflow: Step 1 - Schedule implementation. Step 2 - Negotiate terms and pricing. Step 3 - Conduct initial assessment. Step 4 - Document lessons learned. Step 5 - Collect feedback regularly. [ID: 662]|{"account_id": "ACC-168", "region": "Midwest", "product_line": "SMB"}
-user-005|knowledge_vault|Slack Configuration: URL: https://dashboard.company.com, Access Token: 06lpjja48m1tpjf4c7pq1v8bo10uq867qyc9ska61pu2b4ab298qy9to8bpna45y, Webhook: https://hooks.company.com/0zfcojhhedlgdpwjmqao8crddndvk0pk, Settings: Retry: 7, Timeout: 71s [ID: 663]|{"account_id": "ACC-074", "region": "International", "product_line": "Security"}
+user-005|knowledge|Slack Configuration: URL: https://dashboard.company.com, Access Token: 06lpjja48m1tpjf4c7pq1v8bo10uq867qyc9ska61pu2b4ab298qy9to8bpna45y, Webhook: https://hooks.company.com/0zfcojhhedlgdpwjmqao8crddndvk0pk, Settings: Retry: 7, Timeout: 71s [ID: 663]|{"account_id": "ACC-074", "region": "International", "product_line": "Security"}
user-005|episodic|This morning at 12:00 AM, I closed a deal with Innovation Labs worth $337K annually. The contract was signed after 1 months of negotiations. [ID: 664]|{"account_id": "ACC-128", "region": "East", "product_line": "Financial"}
user-005|procedural|Pipeline review workflow: Step 1 - Address concerns and objections. Step 2 - Monitor progress closely. Step 3 - Document lessons learned. Step 4 - Collect feedback regularly. Step 5 - Present to decision makers. [ID: 665]|{"account_id": "ACC-062", "region": "East", "product_line": "Marketing"}
user-002|semantic|Conversation Intelligence refers to the measurement of business outcomes. Key characteristics include measurable outcomes, actionable insights, and continuous improvement. [ID: 666]|{"account_id": "ACC-033", "region": "Northeast", "product_line": "Operations"}
@@ -2127,7 +2127,7 @@ Always communicate throughout the process
Training materials available on internal portal [ID: 667]|{"account_id": "ACC-187", "region": "Northwest", "product_line": "Operations"}
user-004|core|I'm Grace Taylor, working as Sales Engineer in TechCorp. My key expertise is in product strategy. [ID: 668]|{"account_id": "ACC-164", "region": "West", "product_line": "Operations"}
user-001|semantic|Sales Intelligence is a key metric for business performance. It helps organizations make data-driven decisions. Critical for strategic planning and optimization. [ID: 669]|{"account_id": "ACC-084", "region": "Northeast", "product_line": "Security"}
-user-001|knowledge_vault|Staging Environment Access: Server: staging-db-10.company.com, Port: 27017, Username: admin_6471, Password: AQZKz7mCHNWKGSVh, Additional: SSL: Required, Timeout: 10s [ID: 670]|{"account_id": "ACC-176", "region": "South", "product_line": "Integration"}
+user-001|knowledge|Staging Environment Access: Server: staging-db-10.company.com, Port: 27017, Username: admin_6471, Password: AQZKz7mCHNWKGSVh, Additional: SSL: Required, Timeout: 10s [ID: 670]|{"account_id": "ACC-176", "region": "South", "product_line": "Integration"}
user-003|resource|# Complete Competitive Analysis
## Purpose
@@ -2144,7 +2144,7 @@ Always communicate throughout the process
## Resources
Training materials available on internal portal [ID: 671]|{"account_id": "ACC-123", "region": "Central", "product_line": "Cloud"}
user-003|episodic|Last Wednesday, I attended Networking Event at San Francisco. Met 33 potential leads and scheduled 15 follow-up meetings. [ID: 672]|{"account_id": "ACC-091", "region": "Northwest", "product_line": "Cloud"}
-user-001|knowledge_vault|Salesforce API Credentials: API Key: sk_5mv724k2eww7gzphx4fl91bjp6h33tza, Secret: JSXAY2PI2275ALX3M3AOAOZD9F05NA3QY5ZM08M2, Endpoint: https://api.service.com/v3, Region: ap-southeast-1 [ID: 673]|{"account_id": "ACC-073", "region": "International", "product_line": "Integration"}
+user-001|knowledge|Salesforce API Credentials: API Key: sk_5mv724k2eww7gzphx4fl91bjp6h33tza, Secret: JSXAY2PI2275ALX3M3AOAOZD9F05NA3QY5ZM08M2, Endpoint: https://api.service.com/v3, Region: ap-southeast-1 [ID: 673]|{"account_id": "ACC-073", "region": "International", "product_line": "Integration"}
user-004|resource|# Complete Compensation Plan
## Purpose
@@ -2240,7 +2240,7 @@ We will implement focused tactics to achieve our objectives. This includes hirin
## Action Items
1) Complete by end of month 2) Review weekly progress 3) Adjust strategy as needed [ID: 684]|{"account_id": "ACC-099", "region": "Central", "product_line": "Security"}
-user-004|knowledge_vault|HubSpot Configuration: URL: https://app.company.com, Access Token: 8qf2im8f8y69akccy24e5g1t1xt5hikgt9zeqthiemkmgvymucu1sh7napczc1fv, Webhook: https://hooks.company.com/ka9915txzsmd59xypkpuhpqjdynqlmht, Settings: Retry: 5, Timeout: 106s [ID: 685]|{"account_id": "ACC-189", "region": "International", "product_line": "SMB"}
+user-004|knowledge|HubSpot Configuration: URL: https://app.company.com, Access Token: 8qf2im8f8y69akccy24e5g1t1xt5hikgt9zeqthiemkmgvymucu1sh7napczc1fv, Webhook: https://hooks.company.com/ka9915txzsmd59xypkpuhpqjdynqlmht, Settings: Retry: 5, Timeout: 106s [ID: 685]|{"account_id": "ACC-189", "region": "International", "product_line": "SMB"}
user-001|episodic|This morning at 13:00 PM, I closed a deal with Global Enterprises worth $392K annually. The contract was signed after 6 months of negotiations. [ID: 686]|{"account_id": "ACC-138", "region": "International", "product_line": "Operations"}
user-004|semantic|Pipeline Coverage is an essential tool for modern business. It provides benefits such as increased efficiency, better decision making, and improved ROI. [ID: 687]|{"account_id": "ACC-023", "region": "International", "product_line": "Integration"}
user-004|resource|# Market Analysis Report
@@ -2259,11 +2259,11 @@ We will implement focused tactics to achieve our objectives. This includes hirin
## Action Items
1) Complete by end of month 2) Review weekly progress 3) Adjust strategy as needed [ID: 688]|{"account_id": "ACC-069", "region": "Southeast", "product_line": "Operations"}
user-001|procedural|My sales qualification process: First, Schedule implementation. Second, Identify key stakeholders. Third, Monitor progress closely. Fourth, Negotiate terms and pricing. Finally, Prepare detailed proposal. [ID: 689]|{"account_id": "ACC-191", "region": "South", "product_line": "Enterprise"}
-user-005|knowledge_vault|Email Server Access: Server: dev-db-1.company.com, Port: 6379, Username: admin_1792, Password: #Q%ZjBJv#B!5fsZx, Additional: SSL: Required, Timeout: 57s [ID: 690]|{"account_id": "ACC-001", "region": "International", "product_line": "Operations"}
+user-005|knowledge|Email Server Access: Server: dev-db-1.company.com, Port: 6379, Username: admin_1792, Password: #Q%ZjBJv#B!5fsZx, Additional: SSL: Required, Timeout: 57s [ID: 690]|{"account_id": "ACC-001", "region": "International", "product_line": "Operations"}
user-003|episodic|This morning at 14:30 PM, I closed a deal with CloudSystems worth $63K annually. The contract was signed after 4 months of negotiations. [ID: 691]|{"account_id": "ACC-167", "region": "Northeast", "product_line": "Security"}
user-001|procedural|Opportunity management workflow: Step 1 - Document lessons learned. Step 2 - Review requirements thoroughly. Step 3 - Finalize documentation. Step 4 - Identify key stakeholders. Step 5 - Prepare detailed proposal. [ID: 692]|{"account_id": "ACC-093", "region": "Central", "product_line": "Cloud"}
user-005|core|Iris Martinez here - I'm the Solutions Architect for Digital Dynamics's engineering team. [ID: 693]|{"account_id": "ACC-033", "region": "South", "product_line": "Operations"}
-user-005|knowledge_vault|Marketing Platform Credentials: API Key: sk_93yq3k1pl3tjd4phr6zam178q93kbz62, Secret: 2LFWD4IHO2CR7YBHVJSZQAZF3UFQZGYUUBIGODV9, Endpoint: https://api.service.com/v2, Region: ap-southeast-1 [ID: 694]|{"account_id": "ACC-114", "region": "East", "product_line": "SMB"}
+user-005|knowledge|Marketing Platform Credentials: API Key: sk_93yq3k1pl3tjd4phr6zam178q93kbz62, Secret: 2LFWD4IHO2CR7YBHVJSZQAZF3UFQZGYUUBIGODV9, Endpoint: https://api.service.com/v2, Region: ap-southeast-1 [ID: 694]|{"account_id": "ACC-114", "region": "East", "product_line": "SMB"}
user-001|core|I'm Emma Wilson, working as CTO in Digital Dynamics. My key expertise is in enterprise sales. [ID: 695]|{"account_id": "ACC-130", "region": "East", "product_line": "Security"}
user-001|semantic|Net Promoter Score refers to the measurement of business outcomes. Key characteristics include measurable outcomes, actionable insights, and continuous improvement. [ID: 696]|{"account_id": "ACC-053", "region": "Southwest", "product_line": "Cloud"}
user-002|resource|# Product Pricing Guide
@@ -2302,7 +2302,7 @@ user-002|episodic|Last Thursday, I attended Tech Conference at Chicago. Met 33 p
user-003|semantic|Revenue Operations is an essential tool for modern business. It provides benefits such as increased efficiency, better decision making, and improved ROI. [ID: 702]|{"account_id": "ACC-102", "region": "Southeast", "product_line": "SMB"}
user-001|core|Profile update: Frank Chen, CTO position at Smart Solutions, responsible for revenue growth. [ID: 703]|{"account_id": "ACC-157", "region": "Midwest", "product_line": "Analytics"}
user-005|semantic|Marketing Automation is a key metric for business performance. It helps organizations make data-driven decisions. Critical for strategic planning and optimization. [ID: 704]|{"account_id": "ACC-129", "region": "Central", "product_line": "Integration"}
-user-002|knowledge_vault|Zendesk Configuration: URL: https://dashboard.company.com, Access Token: fsb5jh50340n8jeetb36fnpmdf62kifiib7gdwohwjbel7qs0y8vb549jeps3a87, Webhook: https://hooks.company.com/w58q32zgrtwfnbfmrs985a59l1j6919z, Settings: Retry: 4, Timeout: 72s [ID: 705]|{"account_id": "ACC-125", "region": "Southwest", "product_line": "Integration"}
+user-002|knowledge|Zendesk Configuration: URL: https://dashboard.company.com, Access Token: fsb5jh50340n8jeetb36fnpmdf62kifiib7gdwohwjbel7qs0y8vb549jeps3a87, Webhook: https://hooks.company.com/w58q32zgrtwfnbfmrs985a59l1j6919z, Settings: Retry: 4, Timeout: 72s [ID: 705]|{"account_id": "ACC-125", "region": "Southwest", "product_line": "Integration"}
user-004|semantic|Revenue Operations is an essential tool for modern business. It provides benefits such as increased efficiency, better decision making, and improved ROI. [ID: 706]|{"account_id": "ACC-045", "region": "Northeast", "product_line": "Analytics"}
user-002|resource|# Territory Assignment
@@ -2340,7 +2340,7 @@ We will implement aggressive tactics to achieve our objectives. This includes hi
## Action Items
1) Complete by mid-year 2) Review weekly progress 3) Adjust strategy as needed [ID: 713]|{"account_id": "ACC-045", "region": "Midwest", "product_line": "SMB"}
user-002|procedural|Review checklist: 1) Address concerns and objections. 2) Document lessons learned. 3) Monitor progress closely. 4) Conduct initial assessment. 5) Review requirements thoroughly. [ID: 714]|{"account_id": "ACC-138", "region": "Northeast", "product_line": "Enterprise"}
-user-005|knowledge_vault|Marketing Platform Credentials: API Key: sk_evh0ldbip0fo8o4mk6ac9zcwqnuv3m4i, Secret: V1VRU1N9FXA2BFXTAWL25LIH6QQGZ4NXHX9LB4K7, Endpoint: https://api.system.com/v1, Region: ap-southeast-1 [ID: 715]|{"account_id": "ACC-072", "region": "International", "product_line": "Integration"}
+user-005|knowledge|Marketing Platform Credentials: API Key: sk_evh0ldbip0fo8o4mk6ac9zcwqnuv3m4i, Secret: V1VRU1N9FXA2BFXTAWL25LIH6QQGZ4NXHX9LB4K7, Endpoint: https://api.system.com/v1, Region: ap-southeast-1 [ID: 715]|{"account_id": "ACC-072", "region": "International", "product_line": "Integration"}
user-001|episodic|This morning at 15:30 AM, I closed a deal with FinTech Solutions worth $203K annually. The contract was signed after 2 months of negotiations. [ID: 716]|{"account_id": "ACC-157", "region": "South", "product_line": "Integration"}
user-005|episodic|This morning at 15:00 AM, I closed a deal with DataVision Inc worth $376K annually. The contract was signed after 4 months of negotiations. [ID: 717]|{"account_id": "ACC-070", "region": "Midwest", "product_line": "Integration"}
user-001|resource|# Market Analysis Report
@@ -2362,7 +2362,7 @@ user-003|core|Profile update: Henry Brown, Marketing Director position at Global
user-002|procedural|My proposal development process: First, Review requirements thoroughly. Second, Prepare detailed proposal. Third, Finalize documentation. Fourth, Address concerns and objections. Finally, Collect feedback regularly. [ID: 720]|{"account_id": "ACC-029", "region": "Northeast", "product_line": "Platform"}
user-002|procedural|Migration checklist: 1) Schedule implementation. 2) Identify key stakeholders. 3) Present to decision makers. 4) Collect feedback regularly. 5) Review requirements thoroughly. [ID: 721]|{"account_id": "ACC-037", "region": "West", "product_line": "SMB"}
user-004|episodic|This morning at 9:00 PM, I closed a deal with FinTech Solutions worth $89K annually. The contract was signed after 3 months of negotiations. [ID: 722]|{"account_id": "ACC-147", "region": "East", "product_line": "Financial"}
-user-003|knowledge_vault|Communication Service Credentials: API Key: sk_ef3gu80lk287hjrhm8ob9nb131t2bym4, Secret: XOOK1ZK1AKJOCZGRCV7CQYQZ0U1YSEBXCFF35CMV, Endpoint: https://api.platform.com/v1, Region: ap-southeast-1 [ID: 723]|{"account_id": "ACC-038", "region": "Northeast", "product_line": "Operations"}
+user-003|knowledge|Communication Service Credentials: API Key: sk_ef3gu80lk287hjrhm8ob9nb131t2bym4, Secret: XOOK1ZK1AKJOCZGRCV7CQYQZ0U1YSEBXCFF35CMV, Endpoint: https://api.platform.com/v1, Region: ap-southeast-1 [ID: 723]|{"account_id": "ACC-038", "region": "Northeast", "product_line": "Operations"}
user-004|procedural|Onboarding checklist: 1) Identify key stakeholders. 2) Schedule implementation. 3) Collect feedback regularly. 4) Prepare detailed proposal. 5) Present to decision makers. [ID: 724]|{"account_id": "ACC-054", "region": "Southwest", "product_line": "Financial"}
user-005|resource|# Market Analysis Report
@@ -2380,11 +2380,11 @@ We will implement strategic tactics to achieve our objectives. This includes hir
## Action Items
1) Complete by end of month 2) Review weekly progress 3) Adjust strategy as needed [ID: 725]|{"account_id": "ACC-031", "region": "West", "product_line": "Marketing"}
user-001|procedural|Audit checklist: 1) Prepare detailed proposal. 2) Monitor progress closely. 3) Present to decision makers. 4) Address concerns and objections. 5) Collect feedback regularly. [ID: 726]|{"account_id": "ACC-011", "region": "Midwest", "product_line": "Marketing"}
-user-001|knowledge_vault|Communication Service Credentials: API Key: sk_scs85row31dztrj1z4ecmemc7on9ur7r, Secret: S32KZO2JIKITAD0256POF1PR7BOORX43GBJJ0V46, Endpoint: https://api.system.com/v2, Region: eu-west-1 [ID: 727]|{"account_id": "ACC-129", "region": "Central", "product_line": "SMB"}
+user-001|knowledge|Communication Service Credentials: API Key: sk_scs85row31dztrj1z4ecmemc7on9ur7r, Secret: S32KZO2JIKITAD0256POF1PR7BOORX43GBJJ0V46, Endpoint: https://api.system.com/v2, Region: eu-west-1 [ID: 727]|{"account_id": "ACC-129", "region": "Central", "product_line": "SMB"}
user-003|core|I'm Emma Wilson, working as CTO in NextGen Tech. My key expertise is in digital transformation. [ID: 728]|{"account_id": "ACC-098", "region": "West", "product_line": "Financial"}
user-004|core|David Lee here - I'm the Marketing Director for NextGen Tech's marketing team. [ID: 729]|{"account_id": "ACC-195", "region": "Central", "product_line": "Marketing"}
user-002|procedural|Quote generation workflow: Step 1 - Finalize documentation. Step 2 - Prepare detailed proposal. Step 3 - Address concerns and objections. Step 4 - Negotiate terms and pricing. Step 5 - Schedule implementation. [ID: 730]|{"account_id": "ACC-144", "region": "Southeast", "product_line": "Financial"}
-user-005|knowledge_vault|Production Database Access: Server: prod-db-8.company.com, Port: 5432, Username: admin_1252, Password: qV$D0af$5nD21vd7, Additional: SSL: Required, Timeout: 40s [ID: 731]|{"account_id": "ACC-082", "region": "Southwest", "product_line": "Platform"}
+user-005|knowledge|Production Database Access: Server: prod-db-8.company.com, Port: 5432, Username: admin_1252, Password: qV$D0af$5nD21vd7, Additional: SSL: Required, Timeout: 40s [ID: 731]|{"account_id": "ACC-082", "region": "Southwest", "product_line": "Platform"}
user-001|resource|# Product Pricing Guide
## Overview
@@ -2406,8 +2406,8 @@ user-002|episodic|On Monday at 14:00 PM, I had a discovery call with DataVision
user-001|procedural|Pipeline review workflow: Step 1 - Present to decision makers. Step 2 - Finalize documentation. Step 3 - Document lessons learned. Step 4 - Negotiate terms and pricing. Step 5 - Schedule implementation. [ID: 736]|{"account_id": "ACC-145", "region": "West", "product_line": "Cloud"}
user-002|procedural|Implementation checklist: 1) Prepare detailed proposal. 2) Address concerns and objections. 3) Schedule implementation. 4) Negotiate terms and pricing. 5) Document lessons learned. [ID: 737]|{"account_id": "ACC-089", "region": "Central", "product_line": "Integration"}
user-003|procedural|Review checklist: 1) Identify key stakeholders. 2) Present to decision makers. 3) Schedule implementation. 4) Monitor progress closely. 5) Conduct initial assessment. [ID: 738]|{"account_id": "ACC-182", "region": "Midwest", "product_line": "Security"}
-user-005|knowledge_vault|Email Server Access: Server: dev-db-5.company.com, Port: 5432, Username: admin_4360, Password: gWxAawmJbAub3EVo, Additional: SSL: Required, Timeout: 25s [ID: 739]|{"account_id": "ACC-061", "region": "Southeast", "product_line": "Marketing"}
-user-005|knowledge_vault|Payment Gateway Credentials: API Key: sk_d3ll1ewkor6gizzga27q13mi539k4oy6, Secret: XEKHSHZHVE6XTB0LOZS64IQ22UC14LBEKMDRQKL5, Endpoint: https://api.system.com/v3, Region: ap-southeast-1 [ID: 740]|{"account_id": "ACC-058", "region": "West", "product_line": "Operations"}
+user-005|knowledge|Email Server Access: Server: dev-db-5.company.com, Port: 5432, Username: admin_4360, Password: gWxAawmJbAub3EVo, Additional: SSL: Required, Timeout: 25s [ID: 739]|{"account_id": "ACC-061", "region": "Southeast", "product_line": "Marketing"}
+user-005|knowledge|Payment Gateway Credentials: API Key: sk_d3ll1ewkor6gizzga27q13mi539k4oy6, Secret: XEKHSHZHVE6XTB0LOZS64IQ22UC14LBEKMDRQKL5, Endpoint: https://api.system.com/v3, Region: ap-southeast-1 [ID: 740]|{"account_id": "ACC-058", "region": "West", "product_line": "Operations"}
user-004|procedural|My lead scoring process: First, Identify key stakeholders. Second, Document lessons learned. Third, Finalize documentation. Fourth, Monitor progress closely. Finally, Schedule implementation. [ID: 741]|{"account_id": "ACC-035", "region": "Northwest", "product_line": "Enterprise"}
user-005|episodic|Last Thursday, I attended Trade Show at Austin. Met 22 potential leads and scheduled 8 follow-up meetings. [ID: 742]|{"account_id": "ACC-091", "region": "Central", "product_line": "Financial"}
user-001|resource|# Product Pricing Guide
@@ -2429,13 +2429,13 @@ user-003|core|Profile update: Frank Chen, Business Development Manager position
user-002|episodic|On Wednesday, I had a call with Global Enterprises regarding billing discrepancy. We resolved the problem within 5 hours and they agreed to upgrade their plan. [ID: 745]|{"account_id": "ACC-069", "region": "Northeast", "product_line": "Operations"}
user-004|procedural|Migration checklist: 1) Conduct initial assessment. 2) Document lessons learned. 3) Finalize documentation. 4) Present to decision makers. 5) Address concerns and objections. [ID: 746]|{"account_id": "ACC-022", "region": "Northwest", "product_line": "Enterprise"}
user-005|core|Iris Martinez here - I'm the Sales Engineer for FinTech Solutions's engineering team. [ID: 747]|{"account_id": "ACC-185", "region": "West", "product_line": "Platform"}
-user-003|knowledge_vault|Salesforce API Credentials: API Key: sk_sl3ks83fgn0rsdh634psieszl23loysm, Secret: 7W9KD31AW9E0AJLAEKARIKCQWU7TL33B68N9C3HP, Endpoint: https://api.platform.com/v1, Region: eu-west-1 [ID: 748]|{"account_id": "ACC-009", "region": "East", "product_line": "Platform"}
+user-003|knowledge|Salesforce API Credentials: API Key: sk_sl3ks83fgn0rsdh634psieszl23loysm, Secret: 7W9KD31AW9E0AJLAEKARIKCQWU7TL33B68N9C3HP, Endpoint: https://api.platform.com/v1, Region: eu-west-1 [ID: 748]|{"account_id": "ACC-009", "region": "East", "product_line": "Platform"}
user-004|episodic|On Wednesday, I had a call with Global Enterprises regarding performance concerns. We resolved the problem within 5 hours and they agreed to expand to more users. [ID: 749]|{"account_id": "ACC-114", "region": "Northeast", "product_line": "Marketing"}
user-003|procedural|Migration checklist: 1) Finalize documentation. 2) Identify key stakeholders. 3) Address concerns and objections. 4) Schedule implementation. 5) Collect feedback regularly. [ID: 750]|{"account_id": "ACC-111", "region": "Southwest", "product_line": "Marketing"}
-user-004|knowledge_vault|Communication Service Credentials: API Key: sk_o57kb9czlq40skbro95kcngwdo65jl7j, Secret: HOAYWYTVUVFTEWYYZYQFECR7CF2A7K83PRJKVIU9, Endpoint: https://api.service.com/v3, Region: us-east-1 [ID: 751]|{"account_id": "ACC-127", "region": "Southwest", "product_line": "Integration"}
+user-004|knowledge|Communication Service Credentials: API Key: sk_o57kb9czlq40skbro95kcngwdo65jl7j, Secret: HOAYWYTVUVFTEWYYZYQFECR7CF2A7K83PRJKVIU9, Endpoint: https://api.service.com/v3, Region: us-east-1 [ID: 751]|{"account_id": "ACC-127", "region": "Southwest", "product_line": "Integration"}
user-003|core|Profile update: Frank Chen, Marketing Director position at NextGen Tech, responsible for customer retention. [ID: 752]|{"account_id": "ACC-198", "region": "Southwest", "product_line": "Cloud"}
-user-001|knowledge_vault|Marketing Platform Credentials: API Key: sk_oahcwjx6x8tzhdeyqkv11qvdt01arh1b, Secret: 1U6K5RNMNZUWK0106S867P3F5G0KTOG155HALYGL, Endpoint: https://api.platform.com/v3, Region: ap-southeast-1 [ID: 753]|{"account_id": "ACC-083", "region": "Central", "product_line": "SMB"}
-user-001|knowledge_vault|Zendesk Configuration: URL: https://portal.company.com, Access Token: hxurmzdj7o1ojkkvs73wqyq3ghwt9t75piu7vrpsekankk1ohns1iehldi1651k7, Webhook: https://hooks.company.com/lpf3xz887x3x266cbuk3xxtqbrj2gqiv, Settings: Retry: 8, Timeout: 78s [ID: 754]|{"account_id": "ACC-128", "region": "Northeast", "product_line": "SMB"}
+user-001|knowledge|Marketing Platform Credentials: API Key: sk_oahcwjx6x8tzhdeyqkv11qvdt01arh1b, Secret: 1U6K5RNMNZUWK0106S867P3F5G0KTOG155HALYGL, Endpoint: https://api.platform.com/v3, Region: ap-southeast-1 [ID: 753]|{"account_id": "ACC-083", "region": "Central", "product_line": "SMB"}
+user-001|knowledge|Zendesk Configuration: URL: https://portal.company.com, Access Token: hxurmzdj7o1ojkkvs73wqyq3ghwt9t75piu7vrpsekankk1ohns1iehldi1651k7, Webhook: https://hooks.company.com/lpf3xz887x3x266cbuk3xxtqbrj2gqiv, Settings: Retry: 8, Timeout: 78s [ID: 754]|{"account_id": "ACC-128", "region": "Northeast", "product_line": "SMB"}
user-002|core|Profile update: Alice Johnson, Senior Sales Manager position at CloudSystems, responsible for customer retention. [ID: 755]|{"account_id": "ACC-032", "region": "Northeast", "product_line": "Financial"}
user-005|resource|# Territory Assignment
@@ -2489,7 +2489,7 @@ We will implement aggressive tactics to achieve our objectives. This includes hi
## Action Items
1) Complete by end of month 2) Review weekly progress 3) Adjust strategy as needed [ID: 764]|{"account_id": "ACC-021", "region": "Central", "product_line": "Enterprise"}
user-005|semantic|Customer Lifetime Value refers to the measurement of business outcomes. Key characteristics include measurable outcomes, actionable insights, and continuous improvement. [ID: 765]|{"account_id": "ACC-081", "region": "West", "product_line": "Operations"}
-user-005|knowledge_vault|Production Database Access: Server: prod-db-7.company.com, Port: 3306, Username: admin_7813, Password: 9TjE$BzzapsTFulH, Additional: SSL: Required, Timeout: 30s [ID: 766]|{"account_id": "ACC-111", "region": "Northwest", "product_line": "Operations"}
+user-005|knowledge|Production Database Access: Server: prod-db-7.company.com, Port: 3306, Username: admin_7813, Password: 9TjE$BzzapsTFulH, Additional: SSL: Required, Timeout: 30s [ID: 766]|{"account_id": "ACC-111", "region": "Northwest", "product_line": "Operations"}
user-004|resource|# Essential Customer Success Playbook
## Purpose
@@ -2529,16 +2529,16 @@ user-001|semantic|Marketing Automation is a key metric for business performance.
user-003|procedural|My account planning process: First, Document lessons learned. Second, Monitor progress closely. Third, Address concerns and objections. Fourth, Schedule implementation. Finally, Review requirements thoroughly. [ID: 775]|{"account_id": "ACC-177", "region": "East", "product_line": "Platform"}
user-005|procedural|Quote generation workflow: Step 1 - Address concerns and objections. Step 2 - Present to decision makers. Step 3 - Finalize documentation. Step 4 - Identify key stakeholders. Step 5 - Document lessons learned. [ID: 776]|{"account_id": "ACC-127", "region": "Northwest", "product_line": "SMB"}
user-001|core|Frank Chen here - I'm the Business Development Manager for CloudSystems's operations team. [ID: 777]|{"account_id": "ACC-142", "region": "Midwest", "product_line": "Operations"}
-user-004|knowledge_vault|Stripe Configuration: URL: https://dashboard.company.com, Access Token: rgdq2gn5tpkoeqd1bbtnwuiq4wv834kfu1zce2amuxgws05v8f45agvjbr1l4k30, Webhook: https://hooks.company.com/vin36rd92kmwkvcsky6kr6qygqyzyr01, Settings: Retry: 10, Timeout: 86s [ID: 778]|{"account_id": "ACC-137", "region": "East", "product_line": "Financial"}
-user-002|knowledge_vault|File Storage Access: Server: prod-db-4.company.com, Port: 27017, Username: admin_4858, Password: pIOgQQFx%GUUT%Oq, Additional: SSL: Required, Timeout: 51s [ID: 779]|{"account_id": "ACC-166", "region": "Southwest", "product_line": "SMB"}
-user-003|knowledge_vault|Communication Service Credentials: API Key: sk_95d20eem0wzy9ldpfy2wrvpx4yd71nfv, Secret: 7L280AU88B3021FESR5UGNMAY54F9BB0JSI8DM39, Endpoint: https://api.platform.com/v3, Region: ap-southeast-1 [ID: 780]|{"account_id": "ACC-146", "region": "East", "product_line": "Cloud"}
+user-004|knowledge|Stripe Configuration: URL: https://dashboard.company.com, Access Token: rgdq2gn5tpkoeqd1bbtnwuiq4wv834kfu1zce2amuxgws05v8f45agvjbr1l4k30, Webhook: https://hooks.company.com/vin36rd92kmwkvcsky6kr6qygqyzyr01, Settings: Retry: 10, Timeout: 86s [ID: 778]|{"account_id": "ACC-137", "region": "East", "product_line": "Financial"}
+user-002|knowledge|File Storage Access: Server: prod-db-4.company.com, Port: 27017, Username: admin_4858, Password: pIOgQQFx%GUUT%Oq, Additional: SSL: Required, Timeout: 51s [ID: 779]|{"account_id": "ACC-166", "region": "Southwest", "product_line": "SMB"}
+user-003|knowledge|Communication Service Credentials: API Key: sk_95d20eem0wzy9ldpfy2wrvpx4yd71nfv, Secret: 7L280AU88B3021FESR5UGNMAY54F9BB0JSI8DM39, Endpoint: https://api.platform.com/v3, Region: ap-southeast-1 [ID: 780]|{"account_id": "ACC-146", "region": "East", "product_line": "Cloud"}
user-005|semantic|Pipeline Coverage refers to the measurement of business outcomes. Key characteristics include measurable outcomes, actionable insights, and continuous improvement. [ID: 781]|{"account_id": "ACC-166", "region": "South", "product_line": "Security"}
user-004|procedural|My competitive analysis process: First, Review requirements thoroughly. Second, Present to decision makers. Third, Prepare detailed proposal. Fourth, Identify key stakeholders. Finally, Finalize documentation. [ID: 782]|{"account_id": "ACC-137", "region": "Southeast", "product_line": "Integration"}
-user-001|knowledge_vault|Stripe Configuration: URL: https://portal.company.com, Access Token: w0p5ns6brcpi6ixgjswigypb1z1ew0uzmgxr4eil4iquvfdmz1xcl33mnh8xjo2p, Webhook: https://hooks.company.com/5qldulpw4i2xms0r5su5qt8fdcgeugmd, Settings: Retry: 5, Timeout: 56s [ID: 783]|{"account_id": "ACC-092", "region": "South", "product_line": "Cloud"}
-user-002|knowledge_vault|File Storage Access: Server: dev-db-2.company.com, Port: 27017, Username: admin_6223, Password: K4$HX3gZBpjNpGuq, Additional: SSL: Required, Timeout: 19s [ID: 784]|{"account_id": "ACC-044", "region": "Midwest", "product_line": "Financial"}
-user-001|knowledge_vault|Slack Configuration: URL: https://app.company.com, Access Token: qgx8ur0ey931xre1izzz0c2w58v8ode77y5vsy6cs95er22e6f5d8nhob7t0l38q, Webhook: https://hooks.company.com/7nsnb0h3bx2f2z8x5dpo2dczfybueq8f, Settings: Retry: 10, Timeout: 65s [ID: 785]|{"account_id": "ACC-113", "region": "Northeast", "product_line": "Financial"}
+user-001|knowledge|Stripe Configuration: URL: https://portal.company.com, Access Token: w0p5ns6brcpi6ixgjswigypb1z1ew0uzmgxr4eil4iquvfdmz1xcl33mnh8xjo2p, Webhook: https://hooks.company.com/5qldulpw4i2xms0r5su5qt8fdcgeugmd, Settings: Retry: 5, Timeout: 56s [ID: 783]|{"account_id": "ACC-092", "region": "South", "product_line": "Cloud"}
+user-002|knowledge|File Storage Access: Server: dev-db-2.company.com, Port: 27017, Username: admin_6223, Password: K4$HX3gZBpjNpGuq, Additional: SSL: Required, Timeout: 19s [ID: 784]|{"account_id": "ACC-044", "region": "Midwest", "product_line": "Financial"}
+user-001|knowledge|Slack Configuration: URL: https://app.company.com, Access Token: qgx8ur0ey931xre1izzz0c2w58v8ode77y5vsy6cs95er22e6f5d8nhob7t0l38q, Webhook: https://hooks.company.com/7nsnb0h3bx2f2z8x5dpo2dczfybueq8f, Settings: Retry: 10, Timeout: 65s [ID: 785]|{"account_id": "ACC-113", "region": "Northeast", "product_line": "Financial"}
user-001|episodic|On Tuesday at 10:00 AM, I had a quarterly business review with Global Enterprises. We discussed expansion plans for Q4 and they committed to a 40% increase. [ID: 786]|{"account_id": "ACC-025", "region": "Northeast", "product_line": "Enterprise"}
-user-004|knowledge_vault|Monitoring System Access: Server: prod-db-4.company.com, Port: 3306, Username: admin_8662, Password: 0746TOYI9GPNR1Cn, Additional: SSL: Required, Timeout: 37s [ID: 787]|{"account_id": "ACC-042", "region": "International", "product_line": "Financial"}
+user-004|knowledge|Monitoring System Access: Server: prod-db-4.company.com, Port: 3306, Username: admin_8662, Password: 0746TOYI9GPNR1Cn, Additional: SSL: Required, Timeout: 37s [ID: 787]|{"account_id": "ACC-042", "region": "International", "product_line": "Financial"}
user-005|resource|# Comprehensive Competitive Analysis
## Purpose
@@ -2569,12 +2569,12 @@ We will implement measured tactics to achieve our objectives. This includes hiri
## Action Items
1) Complete by mid-year 2) Review weekly progress 3) Adjust strategy as needed [ID: 789]|{"account_id": "ACC-129", "region": "Midwest", "product_line": "Integration"}
-user-004|knowledge_vault|Email Server Access: Server: prod-db-9.company.com, Port: 5432, Username: admin_3371, Password: %FRuzawH3HunaEoa, Additional: SSL: Required, Timeout: 60s [ID: 790]|{"account_id": "ACC-049", "region": "Central", "product_line": "Marketing"}
+user-004|knowledge|Email Server Access: Server: prod-db-9.company.com, Port: 5432, Username: admin_3371, Password: %FRuzawH3HunaEoa, Additional: SSL: Required, Timeout: 60s [ID: 790]|{"account_id": "ACC-049", "region": "Central", "product_line": "Marketing"}
user-002|procedural|My account planning process: First, Present to decision makers. Second, Address concerns and objections. Third, Identify key stakeholders. Fourth, Collect feedback regularly. Finally, Review requirements thoroughly. [ID: 791]|{"account_id": "ACC-045", "region": "Southwest", "product_line": "Financial"}
user-003|procedural|My customer onboarding process: First, Finalize documentation. Second, Collect feedback regularly. Third, Negotiate terms and pricing. Fourth, Present to decision makers. Finally, Conduct initial assessment. [ID: 792]|{"account_id": "ACC-011", "region": "East", "product_line": "Integration"}
-user-002|knowledge_vault|Integration Hub Credentials: API Key: sk_0v8j2jv94cg6tfejdkx1ga5lvyzs8kdq, Secret: 2UZX564J5022ZSA75P973R29ZZKUTT9DB9E47AJ2, Endpoint: https://api.system.com/v2, Region: ap-southeast-1 [ID: 793]|{"account_id": "ACC-140", "region": "International", "product_line": "SMB"}
+user-002|knowledge|Integration Hub Credentials: API Key: sk_0v8j2jv94cg6tfejdkx1ga5lvyzs8kdq, Secret: 2UZX564J5022ZSA75P973R29ZZKUTT9DB9E47AJ2, Endpoint: https://api.system.com/v2, Region: ap-southeast-1 [ID: 793]|{"account_id": "ACC-140", "region": "International", "product_line": "SMB"}
user-003|core|I'm Carol Davis, working as Solutions Architect in FinTech Solutions. My key expertise is in technical consulting. [ID: 794]|{"account_id": "ACC-065", "region": "Northwest", "product_line": "Integration"}
-user-001|knowledge_vault|Integration Hub Credentials: API Key: sk_4ti5y2ukku56ppzuou86n4wcqtkhnb6w, Secret: QHTKA2IQ20GKYU4APRQ5EK0CY5C336X683HD7YQE, Endpoint: https://api.service.com/v1, Region: eu-west-1 [ID: 795]|{"account_id": "ACC-076", "region": "South", "product_line": "SMB"}
+user-001|knowledge|Integration Hub Credentials: API Key: sk_4ti5y2ukku56ppzuou86n4wcqtkhnb6w, Secret: QHTKA2IQ20GKYU4APRQ5EK0CY5C336X683HD7YQE, Endpoint: https://api.service.com/v1, Region: eu-west-1 [ID: 795]|{"account_id": "ACC-076", "region": "South", "product_line": "SMB"}
user-003|resource|# Territory Assignment
## Overview
@@ -2644,7 +2644,7 @@ Always communicate throughout the process
## Resources
Training materials available on internal portal [ID: 807]|{"account_id": "ACC-192", "region": "Central", "product_line": "Integration"}
user-001|core|I'm Carol Davis, working as Product Manager in Digital Dynamics. My key expertise is in enterprise sales. [ID: 808]|{"account_id": "ACC-161", "region": "Southwest", "product_line": "Platform"}
-user-003|knowledge_vault|Monitoring System Access: Server: staging-db-10.company.com, Port: 5432, Username: admin_5094, Password: UqWBIcAYwwjZZX%q, Additional: SSL: Required, Timeout: 51s [ID: 809]|{"account_id": "ACC-129", "region": "South", "product_line": "Security"}
+user-003|knowledge|Monitoring System Access: Server: staging-db-10.company.com, Port: 5432, Username: admin_5094, Password: UqWBIcAYwwjZZX%q, Additional: SSL: Required, Timeout: 51s [ID: 809]|{"account_id": "ACC-129", "region": "South", "product_line": "Security"}
user-003|resource|# Comprehensive Product Pricing Guide
## Purpose
@@ -2712,7 +2712,7 @@ We will implement measured tactics to achieve our objectives. This includes hiri
user-004|core|I'm Bob Smith, working as Product Manager in NextGen Tech. My key expertise is in business intelligence. [ID: 818]|{"account_id": "ACC-060", "region": "West", "product_line": "Financial"}
user-001|semantic|Conversation Intelligence is a key metric for business performance. It helps organizations make data-driven decisions. Critical for strategic planning and optimization. [ID: 819]|{"account_id": "ACC-135", "region": "Southeast", "product_line": "Marketing"}
user-005|procedural|Implementation checklist: 1) Document lessons learned. 2) Negotiate terms and pricing. 3) Identify key stakeholders. 4) Collect feedback regularly. 5) Finalize documentation. [ID: 820]|{"account_id": "ACC-153", "region": "International", "product_line": "Security"}
-user-001|knowledge_vault|Backup Server Access: Server: staging-db-6.company.com, Port: 3306, Username: admin_3575, Password: SBl@9tMTatL66Cjb, Additional: SSL: Required, Timeout: 40s [ID: 821]|{"account_id": "ACC-030", "region": "International", "product_line": "Operations"}
+user-001|knowledge|Backup Server Access: Server: staging-db-6.company.com, Port: 3306, Username: admin_3575, Password: SBl@9tMTatL66Cjb, Additional: SSL: Required, Timeout: 40s [ID: 821]|{"account_id": "ACC-030", "region": "International", "product_line": "Operations"}
user-004|episodic|This morning at 17:30 PM, I closed a deal with FinTech Solutions worth $113K annually. The contract was signed after 5 months of negotiations. [ID: 822]|{"account_id": "ACC-056", "region": "Southwest", "product_line": "Operations"}
user-003|procedural|Customer handoff workflow: Step 1 - Document lessons learned. Step 2 - Conduct initial assessment. Step 3 - Collect feedback regularly. Step 4 - Monitor progress closely. Step 5 - Address concerns and objections. [ID: 823]|{"account_id": "ACC-100", "region": "East", "product_line": "Marketing"}
user-001|episodic|Last Wednesday, I attended Networking Event at San Francisco. Met 27 potential leads and scheduled 10 follow-up meetings. [ID: 824]|{"account_id": "ACC-016", "region": "Northeast", "product_line": "Marketing"}
@@ -2754,12 +2754,12 @@ user-002|semantic|Sales Velocity is an essential tool for modern business. It pr
user-005|procedural|Opportunity management workflow: Step 1 - Document lessons learned. Step 2 - Collect feedback regularly. Step 3 - Identify key stakeholders. Step 4 - Finalize documentation. Step 5 - Conduct initial assessment. [ID: 832]|{"account_id": "ACC-041", "region": "Northwest", "product_line": "Operations"}
user-001|semantic|Marketing Automation is a key metric for business performance. It helps organizations make data-driven decisions. Critical for strategic planning and optimization. [ID: 833]|{"account_id": "ACC-190", "region": "West", "product_line": "SMB"}
user-004|procedural|My territory planning process: First, Prepare detailed proposal. Second, Review requirements thoroughly. Third, Identify key stakeholders. Fourth, Finalize documentation. Finally, Monitor progress closely. [ID: 834]|{"account_id": "ACC-170", "region": "Midwest", "product_line": "Enterprise"}
-user-001|knowledge_vault|Slack Configuration: URL: https://app.company.com, Access Token: 9wsu04r2ruq4w397ly00ko0amxrcoklxf85wdqkivxs2bbfbjykgrwoojf6dxbvo, Webhook: https://hooks.company.com/mh2zg8xvekrrfktii2alzx8sc2fmhn5g, Settings: Retry: 10, Timeout: 96s [ID: 835]|{"account_id": "ACC-117", "region": "Midwest", "product_line": "SMB"}
+user-001|knowledge|Slack Configuration: URL: https://app.company.com, Access Token: 9wsu04r2ruq4w397ly00ko0amxrcoklxf85wdqkivxs2bbfbjykgrwoojf6dxbvo, Webhook: https://hooks.company.com/mh2zg8xvekrrfktii2alzx8sc2fmhn5g, Settings: Retry: 10, Timeout: 96s [ID: 835]|{"account_id": "ACC-117", "region": "Midwest", "product_line": "SMB"}
user-001|procedural|My territory planning process: First, Conduct initial assessment. Second, Schedule implementation. Third, Present to decision makers. Fourth, Collect feedback regularly. Finally, Prepare detailed proposal. [ID: 836]|{"account_id": "ACC-113", "region": "Midwest", "product_line": "Security"}
user-005|procedural|Implementation checklist: 1) Finalize documentation. 2) Address concerns and objections. 3) Schedule implementation. 4) Collect feedback regularly. 5) Review requirements thoroughly. [ID: 837]|{"account_id": "ACC-033", "region": "Northwest", "product_line": "Operations"}
user-002|core|My name is Carol Davis and I work as a VP of Operations at Smart Solutions. I specialize in business intelligence. [ID: 838]|{"account_id": "ACC-062", "region": "Northeast", "product_line": "Platform"}
user-005|episodic|On Friday, I had a call with CloudSystems regarding performance concerns. We resolved the problem within 4 hours and they agreed to upgrade their plan. [ID: 839]|{"account_id": "ACC-003", "region": "East", "product_line": "Platform"}
-user-002|knowledge_vault|Stripe Configuration: URL: https://dashboard.company.com, Access Token: nfnudr7mlcceawlsn1mf3qrvcgpwzunwr86nym9ntkl2q3cxgkhff7csp4xr7h5e, Webhook: https://hooks.company.com/zavszrxbwgf72vven7vhb9cefp02k0b1, Settings: Retry: 4, Timeout: 66s [ID: 840]|{"account_id": "ACC-140", "region": "Northeast", "product_line": "Enterprise"}
+user-002|knowledge|Stripe Configuration: URL: https://dashboard.company.com, Access Token: nfnudr7mlcceawlsn1mf3qrvcgpwzunwr86nym9ntkl2q3cxgkhff7csp4xr7h5e, Webhook: https://hooks.company.com/zavszrxbwgf72vven7vhb9cefp02k0b1, Settings: Retry: 4, Timeout: 66s [ID: 840]|{"account_id": "ACC-140", "region": "Northeast", "product_line": "Enterprise"}
user-001|resource|# Market Analysis Report
## Overview
@@ -2794,7 +2794,7 @@ Always validate throughout the process
Training materials available on internal portal [ID: 844]|{"account_id": "ACC-093", "region": "Central", "product_line": "Operations"}
user-001|semantic|Account-Based Marketing is a key metric for business performance. It helps organizations make data-driven decisions. Critical for strategic planning and optimization. [ID: 845]|{"account_id": "ACC-170", "region": "Northwest", "product_line": "Cloud"}
user-002|core|My name is Iris Martinez and I work as a Senior Sales Manager at Innovation Labs. I specialize in B2B marketing. [ID: 846]|{"account_id": "ACC-187", "region": "Northwest", "product_line": "Integration"}
-user-003|knowledge_vault|Stripe Configuration: URL: https://portal.company.com, Access Token: 5spn279r46ybz1zl2aw8j5uz8n3r3w5udl0hhsu0w4rp3t94b0czq56mk4ismdjl, Webhook: https://hooks.company.com/9o81merm6t6i3u4yptolh8i5q6ynk0hk, Settings: Retry: 3, Timeout: 101s [ID: 847]|{"account_id": "ACC-088", "region": "Northwest", "product_line": "Marketing"}
+user-003|knowledge|Stripe Configuration: URL: https://portal.company.com, Access Token: 5spn279r46ybz1zl2aw8j5uz8n3r3w5udl0hhsu0w4rp3t94b0czq56mk4ismdjl, Webhook: https://hooks.company.com/9o81merm6t6i3u4yptolh8i5q6ynk0hk, Settings: Retry: 3, Timeout: 101s [ID: 847]|{"account_id": "ACC-088", "region": "Northwest", "product_line": "Marketing"}
user-005|resource|# Sales Enablement Plan
## Overview
@@ -2814,7 +2814,7 @@ user-004|semantic|Sales Velocity refers to the measurement of business outcomes.
user-002|semantic|CRM Platform is an essential tool for modern business. It provides benefits such as increased efficiency, better decision making, and improved ROI. [ID: 850]|{"account_id": "ACC-044", "region": "West", "product_line": "Financial"}
user-004|semantic|Predictive Analytics refers to the measurement of business outcomes. Key characteristics include measurable outcomes, actionable insights, and continuous improvement. [ID: 851]|{"account_id": "ACC-075", "region": "Central", "product_line": "Marketing"}
user-001|episodic|On Monday at 12:00 AM, I had a quarterly business review with Innovation Labs. We discussed implementation timeline and received approval for pilot program. [ID: 852]|{"account_id": "ACC-087", "region": "International", "product_line": "Platform"}
-user-002|knowledge_vault|Monitoring System Access: Server: prod-db-5.company.com, Port: 3306, Username: admin_6077, Password: QIXMp$lCL!2788Vr, Additional: SSL: Required, Timeout: 49s [ID: 853]|{"account_id": "ACC-002", "region": "International", "product_line": "Operations"}
+user-002|knowledge|Monitoring System Access: Server: prod-db-5.company.com, Port: 3306, Username: admin_6077, Password: QIXMp$lCL!2788Vr, Additional: SSL: Required, Timeout: 49s [ID: 853]|{"account_id": "ACC-002", "region": "International", "product_line": "Operations"}
user-001|resource|# Comprehensive Territory Assignment
## Purpose
@@ -2951,18 +2951,18 @@ We will implement measured tactics to achieve our objectives. This includes hiri
## Action Items
1) Complete by end of month 2) Review weekly progress 3) Adjust strategy as needed [ID: 877]|{"account_id": "ACC-195", "region": "Northwest", "product_line": "Financial"}
-user-005|knowledge_vault|Slack Configuration: URL: https://app.company.com, Access Token: xo3cfe2t6l8j19m0knmitfrrhw40n91fyt8c29obp6attttucl99i35qgctvtyhs, Webhook: https://hooks.company.com/n2moq43ur0kp318cs7il5ihcalruhvis, Settings: Retry: 9, Timeout: 106s [ID: 878]|{"account_id": "ACC-036", "region": "South", "product_line": "Platform"}
+user-005|knowledge|Slack Configuration: URL: https://app.company.com, Access Token: xo3cfe2t6l8j19m0knmitfrrhw40n91fyt8c29obp6attttucl99i35qgctvtyhs, Webhook: https://hooks.company.com/n2moq43ur0kp318cs7il5ihcalruhvis, Settings: Retry: 9, Timeout: 106s [ID: 878]|{"account_id": "ACC-036", "region": "South", "product_line": "Platform"}
user-004|episodic|This morning at 11:30 PM, I closed a deal with TechCorp worth $464K annually. The contract was signed after 5 months of negotiations. [ID: 879]|{"account_id": "ACC-189", "region": "Central", "product_line": "Financial"}
user-004|episodic|On Friday at 13:30 PM, I had a quarterly business review with Smart Solutions. We discussed budget allocation and they committed to a 40% increase. [ID: 880]|{"account_id": "ACC-053", "region": "Northeast", "product_line": "Integration"}
-user-002|knowledge_vault|Salesforce Configuration: URL: https://dashboard.company.com, Access Token: t92w5s188x7ox71hrgsivats42pcyrtd5xyj4nzek4td6oj5bp52ox240mb0tyr7, Webhook: https://hooks.company.com/ea1hzbxqc0t6i0wcun5agxpc6ryq84p4, Settings: Retry: 4, Timeout: 108s [ID: 881]|{"account_id": "ACC-007", "region": "Central", "product_line": "Marketing"}
+user-002|knowledge|Salesforce Configuration: URL: https://dashboard.company.com, Access Token: t92w5s188x7ox71hrgsivats42pcyrtd5xyj4nzek4td6oj5bp52ox240mb0tyr7, Webhook: https://hooks.company.com/ea1hzbxqc0t6i0wcun5agxpc6ryq84p4, Settings: Retry: 4, Timeout: 108s [ID: 881]|{"account_id": "ACC-007", "region": "Central", "product_line": "Marketing"}
user-005|procedural|Escalation handling workflow: Step 1 - Schedule implementation. Step 2 - Present to decision makers. Step 3 - Address concerns and objections. Step 4 - Negotiate terms and pricing. Step 5 - Conduct initial assessment. [ID: 882]|{"account_id": "ACC-162", "region": "Northwest", "product_line": "Enterprise"}
-user-003|knowledge_vault|Slack Configuration: URL: https://dashboard.company.com, Access Token: cu8yptcjgthap54ozpwfmn0w9mj1wy91ba8savjc5qtvt4et0hsexs7l2dbysw2a, Webhook: https://hooks.company.com/rm8c789dj6rftgampwo5rm2m0vvt7r5m, Settings: Retry: 5, Timeout: 68s [ID: 883]|{"account_id": "ACC-181", "region": "Central", "product_line": "Enterprise"}
+user-003|knowledge|Slack Configuration: URL: https://dashboard.company.com, Access Token: cu8yptcjgthap54ozpwfmn0w9mj1wy91ba8savjc5qtvt4et0hsexs7l2dbysw2a, Webhook: https://hooks.company.com/rm8c789dj6rftgampwo5rm2m0vvt7r5m, Settings: Retry: 5, Timeout: 68s [ID: 883]|{"account_id": "ACC-181", "region": "Central", "product_line": "Enterprise"}
user-001|procedural|My contract renewal process: First, Present to decision makers. Second, Review requirements thoroughly. Third, Monitor progress closely. Fourth, Conduct initial assessment. Finally, Prepare detailed proposal. [ID: 884]|{"account_id": "ACC-190", "region": "South", "product_line": "Marketing"}
user-003|episodic|On Wednesday at 8:30 AM, I had a technical consultation with Quantum Systems. We discussed expansion plans for Q4 and requested proposal revision. [ID: 885]|{"account_id": "ACC-060", "region": "West", "product_line": "Security"}
user-004|episodic|On Wednesday at 15:30 AM, I had a technical consultation with DataVision Inc. We discussed pricing structure and they committed to a 40% increase. [ID: 886]|{"account_id": "ACC-047", "region": "South", "product_line": "Operations"}
user-001|procedural|My competitive analysis process: First, Review requirements thoroughly. Second, Address concerns and objections. Third, Identify key stakeholders. Fourth, Conduct initial assessment. Finally, Schedule implementation. [ID: 887]|{"account_id": "ACC-163", "region": "South", "product_line": "Marketing"}
user-001|semantic|Marketing Automation is an essential tool for modern business. It provides benefits such as increased efficiency, better decision making, and improved ROI. [ID: 888]|{"account_id": "ACC-191", "region": "East", "product_line": "Security"}
-user-002|knowledge_vault|Payment Gateway Credentials: API Key: sk_54eka6eac13f6pi5o1kof96m6bqip59d, Secret: ITQI84R5XUN4BIAJZBK2OZ84S7AQN3MULCUUS7ZV, Endpoint: https://api.system.com/v2, Region: eu-west-1 [ID: 889]|{"account_id": "ACC-110", "region": "Southeast", "product_line": "Marketing"}
+user-002|knowledge|Payment Gateway Credentials: API Key: sk_54eka6eac13f6pi5o1kof96m6bqip59d, Secret: ITQI84R5XUN4BIAJZBK2OZ84S7AQN3MULCUUS7ZV, Endpoint: https://api.system.com/v2, Region: eu-west-1 [ID: 889]|{"account_id": "ACC-110", "region": "Southeast", "product_line": "Marketing"}
user-001|procedural|My customer onboarding process: First, Present to decision makers. Second, Monitor progress closely. Third, Identify key stakeholders. Fourth, Document lessons learned. Finally, Finalize documentation. [ID: 890]|{"account_id": "ACC-061", "region": "South", "product_line": "Integration"}
user-001|semantic|Marketing Automation refers to the measurement of business outcomes. Key characteristics include measurable outcomes, actionable insights, and continuous improvement. [ID: 891]|{"account_id": "ACC-038", "region": "Central", "product_line": "Cloud"}
user-004|semantic|Customer Churn is a key metric for business performance. It helps organizations make data-driven decisions. Critical for strategic planning and optimization. [ID: 892]|{"account_id": "ACC-022", "region": "International", "product_line": "Marketing"}
@@ -3043,8 +3043,8 @@ We will implement aggressive tactics to achieve our objectives. This includes hi
## Action Items
1) Complete by mid-year 2) Review weekly progress 3) Adjust strategy as needed [ID: 913]|{"account_id": "ACC-009", "region": "West", "product_line": "Marketing"}
-user-004|knowledge_vault|AWS Credentials: API Key: sk_ko83cck3sq6bzchd00tabmppu10yvd6v, Secret: QFXH7TQC7T3992Q64A0R4QPK2HX8I7QW0BWY9AMR, Endpoint: https://api.platform.com/v1, Region: ap-southeast-1 [ID: 914]|{"account_id": "ACC-151", "region": "International", "product_line": "Security"}
-user-003|knowledge_vault|Production Database Access: Server: dev-db-3.company.com, Port: 3306, Username: admin_1981, Password: VDjASAL68j#7ua%w, Additional: SSL: Required, Timeout: 39s [ID: 915]|{"account_id": "ACC-087", "region": "Central", "product_line": "Enterprise"}
+user-004|knowledge|AWS Credentials: API Key: sk_ko83cck3sq6bzchd00tabmppu10yvd6v, Secret: QFXH7TQC7T3992Q64A0R4QPK2HX8I7QW0BWY9AMR, Endpoint: https://api.platform.com/v1, Region: ap-southeast-1 [ID: 914]|{"account_id": "ACC-151", "region": "International", "product_line": "Security"}
+user-003|knowledge|Production Database Access: Server: dev-db-3.company.com, Port: 3306, Username: admin_1981, Password: VDjASAL68j#7ua%w, Additional: SSL: Required, Timeout: 39s [ID: 915]|{"account_id": "ACC-087", "region": "Central", "product_line": "Enterprise"}
user-004|resource|# Customer Success Playbook
## Overview
@@ -3064,7 +3064,7 @@ user-002|semantic|Customer Churn is an essential tool for modern business. It pr
user-005|procedural|Opportunity management workflow: Step 1 - Identify key stakeholders. Step 2 - Finalize documentation. Step 3 - Negotiate terms and pricing. Step 4 - Review requirements thoroughly. Step 5 - Collect feedback regularly. [ID: 918]|{"account_id": "ACC-102", "region": "South", "product_line": "Operations"}
user-004|episodic|This morning at 13:00 PM, I closed a deal with NextGen Tech worth $307K annually. The contract was signed after 1 months of negotiations. [ID: 919]|{"account_id": "ACC-045", "region": "East", "product_line": "Integration"}
user-005|episodic|On Thursday at 15:00 PM, I had a technical consultation with Quantum Systems. We discussed implementation timeline and scheduled technical workshop. [ID: 920]|{"account_id": "ACC-173", "region": "International", "product_line": "Platform"}
-user-001|knowledge_vault|Integration Hub Credentials: API Key: sk_6nz3qtbnv05epaqk57uwns9vylch16w6, Secret: Z0K5PHAK87H1TIDZUE9P607WMTQBI1PFGXU2LE5Q, Endpoint: https://api.service.com/v3, Region: us-east-1 [ID: 921]|{"account_id": "ACC-143", "region": "West", "product_line": "Security"}
+user-001|knowledge|Integration Hub Credentials: API Key: sk_6nz3qtbnv05epaqk57uwns9vylch16w6, Secret: Z0K5PHAK87H1TIDZUE9P607WMTQBI1PFGXU2LE5Q, Endpoint: https://api.service.com/v3, Region: us-east-1 [ID: 921]|{"account_id": "ACC-143", "region": "West", "product_line": "Security"}
user-004|procedural|Forecasting workflow: Step 1 - Schedule implementation. Step 2 - Present to decision makers. Step 3 - Document lessons learned. Step 4 - Conduct initial assessment. Step 5 - Monitor progress closely. [ID: 922]|{"account_id": "ACC-132", "region": "South", "product_line": "Cloud"}
user-003|core|I'm Henry Brown, working as VP of Operations in CloudSystems. My key expertise is in AI solutions. [ID: 923]|{"account_id": "ACC-046", "region": "Northwest", "product_line": "Cloud"}
user-005|resource|# Market Analysis Report
@@ -3082,8 +3082,8 @@ We will implement strategic tactics to achieve our objectives. This includes hir
## Action Items
1) Complete by end of month 2) Review weekly progress 3) Adjust strategy as needed [ID: 924]|{"account_id": "ACC-153", "region": "International", "product_line": "Analytics"}
-user-003|knowledge_vault|Salesforce Configuration: URL: https://portal.company.com, Access Token: i3zt96vu3ji2n064n2qzt6r5t50omysejvk97091x72advqam82aip9cibstdezu, Webhook: https://hooks.company.com/phzrhg0j2y0eoaga1j3xbox3dpdq97rh, Settings: Retry: 4, Timeout: 89s [ID: 925]|{"account_id": "ACC-011", "region": "West", "product_line": "Enterprise"}
-user-002|knowledge_vault|Backup Server Access: Server: staging-db-3.company.com, Port: 27017, Username: admin_1076, Password: GyRlvEkaXEiXbtsr, Additional: SSL: Required, Timeout: 16s [ID: 926]|{"account_id": "ACC-131", "region": "East", "product_line": "Cloud"}
+user-003|knowledge|Salesforce Configuration: URL: https://portal.company.com, Access Token: i3zt96vu3ji2n064n2qzt6r5t50omysejvk97091x72advqam82aip9cibstdezu, Webhook: https://hooks.company.com/phzrhg0j2y0eoaga1j3xbox3dpdq97rh, Settings: Retry: 4, Timeout: 89s [ID: 925]|{"account_id": "ACC-011", "region": "West", "product_line": "Enterprise"}
+user-002|knowledge|Backup Server Access: Server: staging-db-3.company.com, Port: 27017, Username: admin_1076, Password: GyRlvEkaXEiXbtsr, Additional: SSL: Required, Timeout: 16s [ID: 926]|{"account_id": "ACC-131", "region": "East", "product_line": "Cloud"}
user-001|episodic|Yesterday at 16:00 PM, I conducted a consultation for Quantum Systems. The feedback was very positive. [ID: 927]|{"account_id": "ACC-086", "region": "East", "product_line": "Security"}
user-001|episodic|Yesterday at 12:00 PM, I conducted a presentation for NextGen Tech. The feedback was very positive. [ID: 928]|{"account_id": "ACC-003", "region": "South", "product_line": "Enterprise"}
user-004|episodic|On Wednesday at 14:30 PM, I had a strategic planning session with NextGen Tech. We discussed pricing structure and received approval for pilot program. [ID: 929]|{"account_id": "ACC-026", "region": "East", "product_line": "Cloud"}
@@ -3119,9 +3119,9 @@ We will implement aggressive tactics to achieve our objectives. This includes hi
## Action Items
1) Complete by mid-year 2) Review weekly progress 3) Adjust strategy as needed [ID: 932]|{"account_id": "ACC-089", "region": "South", "product_line": "Cloud"}
user-003|semantic|Customer Lifetime Value refers to the measurement of business outcomes. Key characteristics include measurable outcomes, actionable insights, and continuous improvement. [ID: 933]|{"account_id": "ACC-030", "region": "West", "product_line": "Financial"}
-user-004|knowledge_vault|Stripe Configuration: URL: https://dashboard.company.com, Access Token: lihcltg0pe2de7tigywbe3wtkx87mookqa36qg6wh5mr9obm0wut2kf39dozd52c, Webhook: https://hooks.company.com/qbxpfi8e00kp4mnykstbulkiapawjgss, Settings: Retry: 7, Timeout: 64s [ID: 934]|{"account_id": "ACC-126", "region": "South", "product_line": "Enterprise"}
+user-004|knowledge|Stripe Configuration: URL: https://dashboard.company.com, Access Token: lihcltg0pe2de7tigywbe3wtkx87mookqa36qg6wh5mr9obm0wut2kf39dozd52c, Webhook: https://hooks.company.com/qbxpfi8e00kp4mnykstbulkiapawjgss, Settings: Retry: 7, Timeout: 64s [ID: 934]|{"account_id": "ACC-126", "region": "South", "product_line": "Enterprise"}
user-003|procedural|My customer onboarding process: First, Negotiate terms and pricing. Second, Schedule implementation. Third, Monitor progress closely. Fourth, Identify key stakeholders. Finally, Finalize documentation. [ID: 935]|{"account_id": "ACC-181", "region": "Northeast", "product_line": "Enterprise"}
-user-002|knowledge_vault|Zendesk Configuration: URL: https://dashboard.company.com, Access Token: 38s6d5j2lir7470066swy70ib7h0xguuzjqnjhnr09ny0xqucicdvdrr2x02pp0v, Webhook: https://hooks.company.com/wo9r6si60koav2trpejcg7gt9z1487r1, Settings: Retry: 3, Timeout: 106s [ID: 936]|{"account_id": "ACC-024", "region": "West", "product_line": "Operations"}
+user-002|knowledge|Zendesk Configuration: URL: https://dashboard.company.com, Access Token: 38s6d5j2lir7470066swy70ib7h0xguuzjqnjhnr09ny0xqucicdvdrr2x02pp0v, Webhook: https://hooks.company.com/wo9r6si60koav2trpejcg7gt9z1487r1, Settings: Retry: 3, Timeout: 106s [ID: 936]|{"account_id": "ACC-024", "region": "West", "product_line": "Operations"}
user-003|core|I'm Alice Johnson, working as Marketing Director in Innovation Labs. My key expertise is in data analytics. [ID: 937]|{"account_id": "ACC-091", "region": "Midwest", "product_line": "Marketing"}
user-001|core|Profile update: Henry Brown, CTO position at TechCorp, responsible for product development. [ID: 938]|{"account_id": "ACC-107", "region": "East", "product_line": "Platform"}
user-001|semantic|Sales Intelligence is a key metric for business performance. It helps organizations make data-driven decisions. Critical for strategic planning and optimization. [ID: 939]|{"account_id": "ACC-038", "region": "West", "product_line": "Operations"}
@@ -3171,7 +3171,7 @@ We will implement aggressive tactics to achieve our objectives. This includes hi
## Action Items
1) Complete by end of month 2) Review weekly progress 3) Adjust strategy as needed [ID: 957]|{"account_id": "ACC-084", "region": "Northeast", "product_line": "Cloud"}
-user-005|knowledge_vault|Stripe Configuration: URL: https://portal.company.com, Access Token: t3gq0aud0ynrxes5740lpzj2tei0gp2y4i77fzg2f5bl9g9xxyejjjly6bczqfx8, Webhook: https://hooks.company.com/rrb6b4gbthh7pqckzr62g421y5wblqgt, Settings: Retry: 8, Timeout: 79s [ID: 958]|{"account_id": "ACC-184", "region": "Midwest", "product_line": "Enterprise"}
+user-005|knowledge|Stripe Configuration: URL: https://portal.company.com, Access Token: t3gq0aud0ynrxes5740lpzj2tei0gp2y4i77fzg2f5bl9g9xxyejjjly6bczqfx8, Webhook: https://hooks.company.com/rrb6b4gbthh7pqckzr62g421y5wblqgt, Settings: Retry: 8, Timeout: 79s [ID: 958]|{"account_id": "ACC-184", "region": "Midwest", "product_line": "Enterprise"}
user-005|procedural|Contract negotiation workflow: Step 1 - Review requirements thoroughly. Step 2 - Negotiate terms and pricing. Step 3 - Collect feedback regularly. Step 4 - Monitor progress closely. Step 5 - Present to decision makers. [ID: 959]|{"account_id": "ACC-007", "region": "International", "product_line": "Marketing"}
user-004|resource|# Comprehensive Market Analysis Report
@@ -3189,7 +3189,7 @@ Always monitor throughout the process
## Resources
Training materials available on internal portal [ID: 960]|{"account_id": "ACC-048", "region": "Southeast", "product_line": "Marketing"}
user-005|semantic|CRM Platform is a key metric for business performance. It helps organizations make data-driven decisions. Critical for strategic planning and optimization. [ID: 961]|{"account_id": "ACC-042", "region": "South", "product_line": "Platform"}
-user-002|knowledge_vault|File Storage Access: Server: dev-db-7.company.com, Port: 3306, Username: admin_1715, Password: @vybOnC@lIOgzlTZ, Additional: SSL: Required, Timeout: 40s [ID: 962]|{"account_id": "ACC-137", "region": "Southwest", "product_line": "Enterprise"}
+user-002|knowledge|File Storage Access: Server: dev-db-7.company.com, Port: 3306, Username: admin_1715, Password: @vybOnC@lIOgzlTZ, Additional: SSL: Required, Timeout: 40s [ID: 962]|{"account_id": "ACC-137", "region": "Southwest", "product_line": "Enterprise"}
user-002|semantic|Revenue Operations refers to the measurement of business outcomes. Key characteristics include measurable outcomes, actionable insights, and continuous improvement. [ID: 963]|{"account_id": "ACC-015", "region": "Northwest", "product_line": "Platform"}
user-005|resource|# Complete Market Analysis Report
@@ -3222,7 +3222,7 @@ Always document throughout the process
## Resources
Training materials available on internal portal [ID: 965]|{"account_id": "ACC-191", "region": "Southwest", "product_line": "Operations"}
user-005|procedural|Quote generation workflow: Step 1 - Address concerns and objections. Step 2 - Finalize documentation. Step 3 - Conduct initial assessment. Step 4 - Monitor progress closely. Step 5 - Review requirements thoroughly. [ID: 966]|{"account_id": "ACC-032", "region": "Northwest", "product_line": "Enterprise"}
-user-005|knowledge_vault|Salesforce API Credentials: API Key: sk_qlujin08mbn50bmdiapqedy3p67bmpge, Secret: MGIBG599FNTLW1QW36O1BYK8W6WWBD79ZPGMHBFB, Endpoint: https://api.service.com/v3, Region: eu-west-1 [ID: 967]|{"account_id": "ACC-101", "region": "Midwest", "product_line": "Cloud"}
+user-005|knowledge|Salesforce API Credentials: API Key: sk_qlujin08mbn50bmdiapqedy3p67bmpge, Secret: MGIBG599FNTLW1QW36O1BYK8W6WWBD79ZPGMHBFB, Endpoint: https://api.service.com/v3, Region: eu-west-1 [ID: 967]|{"account_id": "ACC-101", "region": "Midwest", "product_line": "Cloud"}
user-004|core|I'm Jack Anderson, working as Account Executive in Quantum Systems. My key expertise is in business intelligence. [ID: 968]|{"account_id": "ACC-079", "region": "Midwest", "product_line": "Platform"}
user-004|semantic|Win Rate is a key metric for business performance. It helps organizations make data-driven decisions. Critical for strategic planning and optimization. [ID: 969]|{"account_id": "ACC-133", "region": "South", "product_line": "SMB"}
user-001|procedural|My sales qualification process: First, Monitor progress closely. Second, Conduct initial assessment. Third, Review requirements thoroughly. Fourth, Negotiate terms and pricing. Finally, Prepare detailed proposal. [ID: 970]|{"account_id": "ACC-033", "region": "West", "product_line": "Financial"}
@@ -3284,7 +3284,7 @@ user-005|procedural|Onboarding checklist: 1) Negotiate terms and pricing. 2) Pre
user-005|procedural|Pipeline review workflow: Step 1 - Schedule implementation. Step 2 - Collect feedback regularly. Step 3 - Conduct initial assessment. Step 4 - Monitor progress closely. Step 5 - Present to decision makers. [ID: 984]|{"account_id": "ACC-099", "region": "Northeast", "product_line": "Marketing"}
user-004|semantic|Sales Intelligence is an essential tool for modern business. It provides benefits such as increased efficiency, better decision making, and improved ROI. [ID: 985]|{"account_id": "ACC-169", "region": "International", "product_line": "Operations"}
user-001|core|I'm Alice Johnson, working as CTO in TechCorp. My key expertise is in enterprise sales. [ID: 986]|{"account_id": "ACC-164", "region": "Southeast", "product_line": "SMB"}
-user-005|knowledge_vault|Slack Configuration: URL: https://app.company.com, Access Token: y02b3paoeo8xsp29uyndvav3dbf77ksvfdcl02wsxdzbmfnvkc09clbsb8237acy, Webhook: https://hooks.company.com/fgqrmf2wpwj58mbwngnirh0q9ygz7f3g, Settings: Retry: 7, Timeout: 62s [ID: 987]|{"account_id": "ACC-094", "region": "Southeast", "product_line": "Operations"}
+user-005|knowledge|Slack Configuration: URL: https://app.company.com, Access Token: y02b3paoeo8xsp29uyndvav3dbf77ksvfdcl02wsxdzbmfnvkc09clbsb8237acy, Webhook: https://hooks.company.com/fgqrmf2wpwj58mbwngnirh0q9ygz7f3g, Settings: Retry: 7, Timeout: 62s [ID: 987]|{"account_id": "ACC-094", "region": "Southeast", "product_line": "Operations"}
user-005|resource|# Sales Enablement Plan
## Overview
@@ -3334,11 +3334,11 @@ Always validate throughout the process
## Resources
Training materials available on internal portal [ID: 993]|{"account_id": "ACC-082", "region": "West", "product_line": "Integration"}
user-003|episodic|On Monday, I had a call with NextGen Tech regarding service outage. We resolved the problem within 6 hours and they agreed to upgrade their plan. [ID: 994]|{"account_id": "ACC-096", "region": "Southwest", "product_line": "Financial"}
-user-004|knowledge_vault|File Storage Access: Server: prod-db-6.company.com, Port: 8080, Username: admin_2398, Password: Oskv5vGDSi3c33CW, Additional: SSL: Required, Timeout: 44s [ID: 995]|{"account_id": "ACC-092", "region": "South", "product_line": "Platform"}
+user-004|knowledge|File Storage Access: Server: prod-db-6.company.com, Port: 8080, Username: admin_2398, Password: Oskv5vGDSi3c33CW, Additional: SSL: Required, Timeout: 44s [ID: 995]|{"account_id": "ACC-092", "region": "South", "product_line": "Platform"}
user-002|episodic|This morning at 15:30 PM, I closed a deal with Global Enterprises worth $349K annually. The contract was signed after 3 months of negotiations. [ID: 996]|{"account_id": "ACC-143", "region": "Northwest", "product_line": "Operations"}
user-004|semantic|Customer Churn is a key metric for business performance. It helps organizations make data-driven decisions. Critical for strategic planning and optimization. [ID: 997]|{"account_id": "ACC-102", "region": "Southwest", "product_line": "Cloud"}
user-004|core|Jack Anderson here - I'm the Account Executive for Quantum Systems's operations team. [ID: 998]|{"account_id": "ACC-159", "region": "South", "product_line": "Marketing"}
-user-001|knowledge_vault|Analytics Platform Access: Server: dev-db-3.company.com, Port: 6379, Username: admin_9924, Password: #Bu@idlLdK#MgIQ!, Additional: SSL: Required, Timeout: 46s [ID: 999]|{"account_id": "ACC-055", "region": "International", "product_line": "Enterprise"}
+user-001|knowledge|Analytics Platform Access: Server: dev-db-3.company.com, Port: 6379, Username: admin_9924, Password: #Bu@idlLdK#MgIQ!, Additional: SSL: Required, Timeout: 46s [ID: 999]|{"account_id": "ACC-055", "region": "International", "product_line": "Enterprise"}
user-004|episodic|On Tuesday at 10:30 AM, I had a renewal discussion with DataVision Inc. We discussed performance metrics and received approval for pilot program. [ID: 1000]|{"account_id": "ACC-179", "region": "Northwest", "product_line": "SMB"}
user-004|resource|# Customer Success Playbook
@@ -3357,7 +3357,7 @@ We will implement strategic tactics to achieve our objectives. This includes hir
1) Complete by end of quarter 2) Review weekly progress 3) Adjust strategy as needed [ID: 1001]|{"account_id": "ACC-182", "region": "Southeast", "product_line": "SMB"}
user-003|core|Profile update: Grace Taylor, Marketing Director position at CloudSystems, responsible for product development. [ID: 1002]|{"account_id": "ACC-086", "region": "East", "product_line": "Operations"}
user-002|core|Iris Martinez here - I'm the Solutions Architect for Global Enterprises's sales team. [ID: 1003]|{"account_id": "ACC-083", "region": "East", "product_line": "Analytics"}
-user-005|knowledge_vault|HubSpot Configuration: URL: https://dashboard.company.com, Access Token: uhgwpczn4cjelcx5n4v0rpkgwgijppgnfya64p67pl8kdu6t5upv9o2fpq1p63sx, Webhook: https://hooks.company.com/xuux3hqdvdskotycvu38rle3j70xs1gl, Settings: Retry: 9, Timeout: 68s [ID: 1004]|{"account_id": "ACC-063", "region": "Northwest", "product_line": "Marketing"}
+user-005|knowledge|HubSpot Configuration: URL: https://dashboard.company.com, Access Token: uhgwpczn4cjelcx5n4v0rpkgwgijppgnfya64p67pl8kdu6t5upv9o2fpq1p63sx, Webhook: https://hooks.company.com/xuux3hqdvdskotycvu38rle3j70xs1gl, Settings: Retry: 9, Timeout: 68s [ID: 1004]|{"account_id": "ACC-063", "region": "Northwest", "product_line": "Marketing"}
user-004|episodic|This morning at 11:30 PM, I closed a deal with TechCorp worth $236K annually. The contract was signed after 4 months of negotiations. [ID: 1005]|{"account_id": "ACC-141", "region": "Midwest", "product_line": "Platform"}
user-002|episodic|Yesterday at 16:30 PM, I conducted a product demo for Global Enterprises. We identified next steps. [ID: 1006]|{"account_id": "ACC-102", "region": "West", "product_line": "Cloud"}
user-002|resource|# Sales Enablement Plan
@@ -3393,7 +3393,7 @@ We will implement aggressive tactics to achieve our objectives. This includes hi
user-004|core|Profile update: Jack Anderson, Solutions Architect position at Digital Dynamics, responsible for revenue growth. [ID: 1009]|{"account_id": "ACC-131", "region": "Northeast", "product_line": "SMB"}
user-001|episodic|Yesterday at 14:30 AM, I conducted a consultation for Innovation Labs. Deal moved to final stage. [ID: 1010]|{"account_id": "ACC-115", "region": "Northeast", "product_line": "Enterprise"}
user-002|procedural|Customer handoff workflow: Step 1 - Conduct initial assessment. Step 2 - Document lessons learned. Step 3 - Identify key stakeholders. Step 4 - Finalize documentation. Step 5 - Address concerns and objections. [ID: 1011]|{"account_id": "ACC-128", "region": "Northeast", "product_line": "Financial"}
-user-005|knowledge_vault|Marketing Platform Credentials: API Key: sk_r8lpdtti55br2c58k3zrv5v3fgdkg0qa, Secret: BG04SV1XRB09ZMKB45X40OL0TUBX2HK3FOHRHNVO, Endpoint: https://api.platform.com/v2, Region: us-west-2 [ID: 1012]|{"account_id": "ACC-068", "region": "Northeast", "product_line": "Enterprise"}
+user-005|knowledge|Marketing Platform Credentials: API Key: sk_r8lpdtti55br2c58k3zrv5v3fgdkg0qa, Secret: BG04SV1XRB09ZMKB45X40OL0TUBX2HK3FOHRHNVO, Endpoint: https://api.platform.com/v2, Region: us-west-2 [ID: 1012]|{"account_id": "ACC-068", "region": "Northeast", "product_line": "Enterprise"}
user-004|core|Bob Smith here - I'm the Marketing Director for DataVision Inc's sales team. [ID: 1013]|{"account_id": "ACC-133", "region": "West", "product_line": "Operations"}
user-001|semantic|Customer Lifetime Value is an essential tool for modern business. It provides benefits such as increased efficiency, better decision making, and improved ROI. [ID: 1014]|{"account_id": "ACC-053", "region": "Central", "product_line": "SMB"}
user-002|semantic|Win Rate refers to the measurement of business outcomes. Key characteristics include measurable outcomes, actionable insights, and continuous improvement. [ID: 1015]|{"account_id": "ACC-014", "region": "South", "product_line": "Cloud"}
@@ -3415,9 +3415,9 @@ Always monitor throughout the process
## Resources
Training materials available on internal portal [ID: 1018]|{"account_id": "ACC-081", "region": "West", "product_line": "Financial"}
user-001|episodic|This morning at 13:00 AM, I closed a deal with Smart Solutions worth $398K annually. The contract was signed after 3 months of negotiations. [ID: 1019]|{"account_id": "ACC-133", "region": "Central", "product_line": "SMB"}
-user-005|knowledge_vault|Zendesk Configuration: URL: https://portal.company.com, Access Token: 2kgbgo8pnhfbsrqby3001mt5m0ttyy2jd0judpszcqm6juht6f2tpbnip9eusa38, Webhook: https://hooks.company.com/eclt3l3vspyl0yhr2jnmmq55o6endggm, Settings: Retry: 8, Timeout: 33s [ID: 1020]|{"account_id": "ACC-038", "region": "Southwest", "product_line": "Platform"}
+user-005|knowledge|Zendesk Configuration: URL: https://portal.company.com, Access Token: 2kgbgo8pnhfbsrqby3001mt5m0ttyy2jd0judpszcqm6juht6f2tpbnip9eusa38, Webhook: https://hooks.company.com/eclt3l3vspyl0yhr2jnmmq55o6endggm, Settings: Retry: 8, Timeout: 33s [ID: 1020]|{"account_id": "ACC-038", "region": "Southwest", "product_line": "Platform"}
user-002|procedural|Contract negotiation workflow: Step 1 - Address concerns and objections. Step 2 - Present to decision makers. Step 3 - Review requirements thoroughly. Step 4 - Negotiate terms and pricing. Step 5 - Finalize documentation. [ID: 1021]|{"account_id": "ACC-070", "region": "Southeast", "product_line": "Integration"}
-user-003|knowledge_vault|File Storage Access: Server: dev-db-8.company.com, Port: 3306, Username: admin_6661, Password: vaaeX$v3ocli2cy%, Additional: SSL: Required, Timeout: 21s [ID: 1022]|{"account_id": "ACC-157", "region": "South", "product_line": "Analytics"}
+user-003|knowledge|File Storage Access: Server: dev-db-8.company.com, Port: 3306, Username: admin_6661, Password: vaaeX$v3ocli2cy%, Additional: SSL: Required, Timeout: 21s [ID: 1022]|{"account_id": "ACC-157", "region": "South", "product_line": "Analytics"}
user-002|resource|# Sales Enablement Plan
## Overview
@@ -3451,7 +3451,7 @@ Training materials available on internal portal [ID: 1024]|{"account_id": "ACC-1
user-002|episodic|On Tuesday, I had a call with FinTech Solutions regarding performance concerns. We resolved the problem within 7 hours and they agreed to extend the trial. [ID: 1025]|{"account_id": "ACC-040", "region": "East", "product_line": "Operations"}
user-001|core|I'm Emma Wilson, working as Marketing Director in NextGen Tech. My key expertise is in cloud architecture. [ID: 1026]|{"account_id": "ACC-067", "region": "International", "product_line": "SMB"}
user-003|core|I'm Jack Anderson, working as Business Development Manager in CloudSystems. My key expertise is in customer engagement. [ID: 1027]|{"account_id": "ACC-180", "region": "Northeast", "product_line": "Integration"}
-user-003|knowledge_vault|Salesforce API Credentials: API Key: sk_kljg4x2l5b7c3ioa32b17cy569ycdavv, Secret: K16LEVTTSPRH5MYSPL0TUYU70J1CDSGX4AG2R7Y2, Endpoint: https://api.system.com/v3, Region: us-east-1 [ID: 1028]|{"account_id": "ACC-028", "region": "International", "product_line": "Security"}
+user-003|knowledge|Salesforce API Credentials: API Key: sk_kljg4x2l5b7c3ioa32b17cy569ycdavv, Secret: K16LEVTTSPRH5MYSPL0TUYU70J1CDSGX4AG2R7Y2, Endpoint: https://api.system.com/v3, Region: us-east-1 [ID: 1028]|{"account_id": "ACC-028", "region": "International", "product_line": "Security"}
user-003|procedural|Review checklist: 1) Present to decision makers. 2) Schedule implementation. 3) Document lessons learned. 4) Conduct initial assessment. 5) Negotiate terms and pricing. [ID: 1029]|{"account_id": "ACC-015", "region": "Southwest", "product_line": "Cloud"}
user-001|resource|# Comprehensive Market Analysis Report
@@ -3485,7 +3485,7 @@ Always document throughout the process
Training materials available on internal portal [ID: 1031]|{"account_id": "ACC-097", "region": "Northeast", "product_line": "Enterprise"}
user-001|semantic|Customer Lifetime Value is an essential tool for modern business. It provides benefits such as increased efficiency, better decision making, and improved ROI. [ID: 1032]|{"account_id": "ACC-121", "region": "South", "product_line": "Cloud"}
user-004|semantic|Win Rate is an essential tool for modern business. It provides benefits such as increased efficiency, better decision making, and improved ROI. [ID: 1033]|{"account_id": "ACC-040", "region": "Southwest", "product_line": "Marketing"}
-user-001|knowledge_vault|Zendesk Configuration: URL: https://app.company.com, Access Token: 6nm1t8fc8czmue6kn5vg79sg7ujz7xiiptxckrlua4y7auzkfswie1haafeq52eo, Webhook: https://hooks.company.com/hfdek395za9mo4a7fljx4h3zxmqglb5t, Settings: Retry: 10, Timeout: 117s [ID: 1034]|{"account_id": "ACC-193", "region": "Southwest", "product_line": "SMB"}
+user-001|knowledge|Zendesk Configuration: URL: https://app.company.com, Access Token: 6nm1t8fc8czmue6kn5vg79sg7ujz7xiiptxckrlua4y7auzkfswie1haafeq52eo, Webhook: https://hooks.company.com/hfdek395za9mo4a7fljx4h3zxmqglb5t, Settings: Retry: 10, Timeout: 117s [ID: 1034]|{"account_id": "ACC-193", "region": "Southwest", "product_line": "SMB"}
user-005|resource|# Compensation Plan
## Overview
@@ -3523,8 +3523,8 @@ Training materials available on internal portal [ID: 1040]|{"account_id": "ACC-1
user-005|procedural|My lead scoring process: First, Document lessons learned. Second, Monitor progress closely. Third, Identify key stakeholders. Fourth, Finalize documentation. Finally, Collect feedback regularly. [ID: 1041]|{"account_id": "ACC-179", "region": "East", "product_line": "Financial"}
user-003|procedural|Opportunity management workflow: Step 1 - Review requirements thoroughly. Step 2 - Present to decision makers. Step 3 - Schedule implementation. Step 4 - Identify key stakeholders. Step 5 - Address concerns and objections. [ID: 1042]|{"account_id": "ACC-076", "region": "East", "product_line": "Financial"}
user-003|semantic|Customer Data Platform is an essential tool for modern business. It provides benefits such as increased efficiency, better decision making, and improved ROI. [ID: 1043]|{"account_id": "ACC-019", "region": "Northwest", "product_line": "Analytics"}
-user-001|knowledge_vault|File Storage Access: Server: prod-db-5.company.com, Port: 8080, Username: admin_6839, Password: @fn@7V!B5FU3Rf6A, Additional: SSL: Required, Timeout: 48s [ID: 1044]|{"account_id": "ACC-104", "region": "East", "product_line": "Cloud"}
-user-001|knowledge_vault|Stripe Configuration: URL: https://app.company.com, Access Token: kgnvrngv1rb4fkokvf0fhfkf38jbvz9n5baktzm1oce99a6zjz0u031npqrpv3a6, Webhook: https://hooks.company.com/gg69t37p3g7nyvgdoafdsn844aqu123y, Settings: Retry: 9, Timeout: 88s [ID: 1045]|{"account_id": "ACC-027", "region": "West", "product_line": "Enterprise"}
+user-001|knowledge|File Storage Access: Server: prod-db-5.company.com, Port: 8080, Username: admin_6839, Password: @fn@7V!B5FU3Rf6A, Additional: SSL: Required, Timeout: 48s [ID: 1044]|{"account_id": "ACC-104", "region": "East", "product_line": "Cloud"}
+user-001|knowledge|Stripe Configuration: URL: https://app.company.com, Access Token: kgnvrngv1rb4fkokvf0fhfkf38jbvz9n5baktzm1oce99a6zjz0u031npqrpv3a6, Webhook: https://hooks.company.com/gg69t37p3g7nyvgdoafdsn844aqu123y, Settings: Retry: 9, Timeout: 88s [ID: 1045]|{"account_id": "ACC-027", "region": "West", "product_line": "Enterprise"}
user-005|procedural|My account planning process: First, Address concerns and objections. Second, Finalize documentation. Third, Monitor progress closely. Fourth, Document lessons learned. Finally, Review requirements thoroughly. [ID: 1046]|{"account_id": "ACC-167", "region": "Midwest", "product_line": "SMB"}
user-004|episodic|Last Monday, I attended Networking Event at New York. Met 13 potential leads and scheduled 9 follow-up meetings. [ID: 1047]|{"account_id": "ACC-051", "region": "West", "product_line": "Financial"}
user-005|semantic|Customer Data Platform is an essential tool for modern business. It provides benefits such as increased efficiency, better decision making, and improved ROI. [ID: 1048]|{"account_id": "ACC-130", "region": "West", "product_line": "Financial"}
@@ -3545,7 +3545,7 @@ We will implement measured tactics to achieve our objectives. This includes hiri
1) Complete by mid-year 2) Review weekly progress 3) Adjust strategy as needed [ID: 1049]|{"account_id": "ACC-008", "region": "South", "product_line": "Cloud"}
user-002|procedural|Review checklist: 1) Conduct initial assessment. 2) Present to decision makers. 3) Schedule implementation. 4) Review requirements thoroughly. 5) Monitor progress closely. [ID: 1050]|{"account_id": "ACC-130", "region": "West", "product_line": "Enterprise"}
user-004|episodic|This morning at 10:00 PM, I closed a deal with Innovation Labs worth $175K annually. The contract was signed after 2 months of negotiations. [ID: 1051]|{"account_id": "ACC-137", "region": "Southeast", "product_line": "SMB"}
-user-001|knowledge_vault|Payment Gateway Credentials: API Key: sk_ub684wbzr9xa62dzs4ytnqexk92gyk6h, Secret: FNC6AYJXF891N1F2MD7HZCYSUM87MEH2ZE3IIMA8, Endpoint: https://api.system.com/v3, Region: eu-west-1 [ID: 1052]|{"account_id": "ACC-146", "region": "East", "product_line": "Enterprise"}
+user-001|knowledge|Payment Gateway Credentials: API Key: sk_ub684wbzr9xa62dzs4ytnqexk92gyk6h, Secret: FNC6AYJXF891N1F2MD7HZCYSUM87MEH2ZE3IIMA8, Endpoint: https://api.system.com/v3, Region: eu-west-1 [ID: 1052]|{"account_id": "ACC-146", "region": "East", "product_line": "Enterprise"}
user-003|resource|# Essential Sales Enablement Plan
## Purpose
@@ -3642,7 +3642,7 @@ Always monitor throughout the process
## Resources
Training materials available on internal portal [ID: 1063]|{"account_id": "ACC-044", "region": "Midwest", "product_line": "Marketing"}
user-001|procedural|Migration checklist: 1) Review requirements thoroughly. 2) Schedule implementation. 3) Monitor progress closely. 4) Prepare detailed proposal. 5) Identify key stakeholders. [ID: 1064]|{"account_id": "ACC-023", "region": "Central", "product_line": "Security"}
-user-003|knowledge_vault|AWS Credentials: API Key: sk_t8t850enxzw27jf6lrz8sajvumzs4117, Secret: OL8G6Q0EV8MIG52T28OJ046YRNKH0JFJRHCU6FZE, Endpoint: https://api.service.com/v2, Region: eu-west-1 [ID: 1065]|{"account_id": "ACC-167", "region": "Midwest", "product_line": "Security"}
+user-003|knowledge|AWS Credentials: API Key: sk_t8t850enxzw27jf6lrz8sajvumzs4117, Secret: OL8G6Q0EV8MIG52T28OJ046YRNKH0JFJRHCU6FZE, Endpoint: https://api.service.com/v2, Region: eu-west-1 [ID: 1065]|{"account_id": "ACC-167", "region": "Midwest", "product_line": "Security"}
user-003|procedural|Escalation handling workflow: Step 1 - Collect feedback regularly. Step 2 - Identify key stakeholders. Step 3 - Finalize documentation. Step 4 - Prepare detailed proposal. Step 5 - Present to decision makers. [ID: 1066]|{"account_id": "ACC-008", "region": "Central", "product_line": "Financial"}
user-003|semantic|CRM Platform refers to the measurement of business outcomes. Key characteristics include measurable outcomes, actionable insights, and continuous improvement. [ID: 1067]|{"account_id": "ACC-064", "region": "West", "product_line": "Operations"}
user-005|semantic|Revenue Operations is a key metric for business performance. It helps organizations make data-driven decisions. Critical for strategic planning and optimization. [ID: 1068]|{"account_id": "ACC-003", "region": "South", "product_line": "Security"}
@@ -3713,14 +3713,14 @@ Always document throughout the process
## Resources
Training materials available on internal portal [ID: 1078]|{"account_id": "ACC-071", "region": "Southeast", "product_line": "Cloud"}
user-005|semantic|Pipeline Coverage is an essential tool for modern business. It provides benefits such as increased efficiency, better decision making, and improved ROI. [ID: 1079]|{"account_id": "ACC-106", "region": "Southwest", "product_line": "SMB"}
-user-003|knowledge_vault|Production Database Access: Server: staging-db-5.company.com, Port: 8080, Username: admin_8120, Password: 8LXJ%7iV2IncOISh, Additional: SSL: Required, Timeout: 25s [ID: 1080]|{"account_id": "ACC-153", "region": "Northeast", "product_line": "Platform"}
+user-003|knowledge|Production Database Access: Server: staging-db-5.company.com, Port: 8080, Username: admin_8120, Password: 8LXJ%7iV2IncOISh, Additional: SSL: Required, Timeout: 25s [ID: 1080]|{"account_id": "ACC-153", "region": "Northeast", "product_line": "Platform"}
user-002|semantic|Account-Based Marketing is an essential tool for modern business. It provides benefits such as increased efficiency, better decision making, and improved ROI. [ID: 1081]|{"account_id": "ACC-044", "region": "Northeast", "product_line": "Integration"}
user-001|episodic|This morning at 16:30 AM, I closed a deal with Innovation Labs worth $474K annually. The contract was signed after 1 months of negotiations. [ID: 1082]|{"account_id": "ACC-178", "region": "Southeast", "product_line": "SMB"}
user-003|procedural|Pipeline review workflow: Step 1 - Address concerns and objections. Step 2 - Review requirements thoroughly. Step 3 - Negotiate terms and pricing. Step 4 - Prepare detailed proposal. Step 5 - Present to decision makers. [ID: 1083]|{"account_id": "ACC-090", "region": "West", "product_line": "Platform"}
user-004|episodic|On Friday at 12:30 AM, I had a quarterly business review with Smart Solutions. We discussed integration capabilities and identified key pain points. [ID: 1084]|{"account_id": "ACC-142", "region": "West", "product_line": "Marketing"}
user-005|procedural|My competitive analysis process: First, Identify key stakeholders. Second, Finalize documentation. Third, Negotiate terms and pricing. Fourth, Present to decision makers. Finally, Document lessons learned. [ID: 1085]|{"account_id": "ACC-171", "region": "International", "product_line": "Security"}
user-001|core|My name is Grace Taylor and I work as a Product Manager at Innovation Labs. I specialize in enterprise sales. [ID: 1086]|{"account_id": "ACC-071", "region": "Central", "product_line": "Enterprise"}
-user-002|knowledge_vault|File Storage Access: Server: prod-db-2.company.com, Port: 3306, Username: admin_6722, Password: H5Dlg@NgMnzOSWlf, Additional: SSL: Required, Timeout: 37s [ID: 1087]|{"account_id": "ACC-100", "region": "West", "product_line": "Analytics"}
+user-002|knowledge|File Storage Access: Server: prod-db-2.company.com, Port: 3306, Username: admin_6722, Password: H5Dlg@NgMnzOSWlf, Additional: SSL: Required, Timeout: 37s [ID: 1087]|{"account_id": "ACC-100", "region": "West", "product_line": "Analytics"}
user-003|procedural|My customer onboarding process: First, Identify key stakeholders. Second, Review requirements thoroughly. Third, Monitor progress closely. Fourth, Conduct initial assessment. Finally, Collect feedback regularly. [ID: 1088]|{"account_id": "ACC-179", "region": "West", "product_line": "Operations"}
user-004|resource|# Complete Territory Assignment
@@ -3756,9 +3756,9 @@ user-004|semantic|Customer Lifetime Value refers to the measurement of business
user-004|core|Alice Johnson here - I'm the Senior Sales Manager for CloudSystems's engineering team. [ID: 1092]|{"account_id": "ACC-068", "region": "Northwest", "product_line": "Platform"}
user-005|semantic|Sales Velocity refers to the measurement of business outcomes. Key characteristics include measurable outcomes, actionable insights, and continuous improvement. [ID: 1093]|{"account_id": "ACC-162", "region": "Central", "product_line": "Marketing"}
user-002|semantic|Sales Intelligence is a key metric for business performance. It helps organizations make data-driven decisions. Critical for strategic planning and optimization. [ID: 1094]|{"account_id": "ACC-108", "region": "International", "product_line": "Enterprise"}
-user-004|knowledge_vault|Zendesk Configuration: URL: https://portal.company.com, Access Token: vab2eq1a8u78fcyc5fh4vhpax5ikphx98thztmw6s6ibgbabb9prnpd2ttqjvyhg, Webhook: https://hooks.company.com/km8wei45qdawfsk0ftzezmaz334vaf59, Settings: Retry: 6, Timeout: 91s [ID: 1095]|{"account_id": "ACC-030", "region": "Northeast", "product_line": "Enterprise"}
-user-004|knowledge_vault|Email Server Access: Server: staging-db-7.company.com, Port: 6379, Username: admin_1500, Password: soLhkpyK!m@4n#$F, Additional: SSL: Required, Timeout: 60s [ID: 1096]|{"account_id": "ACC-196", "region": "Northwest", "product_line": "Cloud"}
-user-005|knowledge_vault|Azure Credentials: API Key: sk_3fv5hxmyzrl6bdc69fdctsknbmzj105z, Secret: 0HGRB2AOXUTAUWLZ1RX18SOHA3NKPOPHR6DMUSP0, Endpoint: https://api.service.com/v2, Region: us-east-1 [ID: 1097]|{"account_id": "ACC-043", "region": "Northwest", "product_line": "Platform"}
+user-004|knowledge|Zendesk Configuration: URL: https://portal.company.com, Access Token: vab2eq1a8u78fcyc5fh4vhpax5ikphx98thztmw6s6ibgbabb9prnpd2ttqjvyhg, Webhook: https://hooks.company.com/km8wei45qdawfsk0ftzezmaz334vaf59, Settings: Retry: 6, Timeout: 91s [ID: 1095]|{"account_id": "ACC-030", "region": "Northeast", "product_line": "Enterprise"}
+user-004|knowledge|Email Server Access: Server: staging-db-7.company.com, Port: 6379, Username: admin_1500, Password: soLhkpyK!m@4n#$F, Additional: SSL: Required, Timeout: 60s [ID: 1096]|{"account_id": "ACC-196", "region": "Northwest", "product_line": "Cloud"}
+user-005|knowledge|Azure Credentials: API Key: sk_3fv5hxmyzrl6bdc69fdctsknbmzj105z, Secret: 0HGRB2AOXUTAUWLZ1RX18SOHA3NKPOPHR6DMUSP0, Endpoint: https://api.service.com/v2, Region: us-east-1 [ID: 1097]|{"account_id": "ACC-043", "region": "Northwest", "product_line": "Platform"}
user-002|resource|# Complete Customer Success Playbook
## Purpose
@@ -3813,7 +3813,7 @@ user-003|semantic|CRM Platform refers to the measurement of business outcomes. K
user-001|core|I'm Bob Smith, working as Product Manager in CloudSystems. My key expertise is in customer engagement. [ID: 1121]|{"account_id": "ACC-026", "region": "West", "product_line": "Platform"}
user-003|episodic|On Friday, I had a call with Quantum Systems regarding service outage. We resolved the problem within 3 hours and they agreed to expand to more users. [ID: 1122]|{"account_id": "ACC-176", "region": "Southwest", "product_line": "Cloud"}
user-002|core|I'm Bob Smith, Business Development Manager at DataVision Inc. My focus areas are data analytics and technical consulting. [ID: 1123]|{"account_id": "ACC-031", "region": "Southeast", "product_line": "Security"}
-user-002|knowledge_vault|Slack Configuration: URL: https://portal.company.com, Access Token: s6s1x57p1ei3lk6zjy05jy1gf1njzeak2n7c55x7s5z0zlibwxg6z3uaa69uh6xg, Webhook: https://hooks.company.com/49dxz2jnw3ml2tht48u2emgm089h4zia, Settings: Retry: 3, Timeout: 116s [ID: 1124]|{"account_id": "ACC-055", "region": "Southwest", "product_line": "Marketing"}
+user-002|knowledge|Slack Configuration: URL: https://portal.company.com, Access Token: s6s1x57p1ei3lk6zjy05jy1gf1njzeak2n7c55x7s5z0zlibwxg6z3uaa69uh6xg, Webhook: https://hooks.company.com/49dxz2jnw3ml2tht48u2emgm089h4zia, Settings: Retry: 3, Timeout: 116s [ID: 1124]|{"account_id": "ACC-055", "region": "Southwest", "product_line": "Marketing"}
user-004|resource|# Compensation Plan
## Overview
@@ -3849,20 +3849,20 @@ We will implement focused tactics to achieve our objectives. This includes hirin
user-005|core|My name is Alice Johnson and I work as a Customer Success Manager at TechCorp. I specialize in cloud architecture. [ID: 1129]|{"account_id": "ACC-198", "region": "West", "product_line": "Financial"}
user-003|procedural|My lead scoring process: First, Monitor progress closely. Second, Address concerns and objections. Third, Conduct initial assessment. Fourth, Prepare detailed proposal. Finally, Review requirements thoroughly. [ID: 1130]|{"account_id": "ACC-014", "region": "International", "product_line": "Operations"}
user-004|procedural|Contract negotiation workflow: Step 1 - Collect feedback regularly. Step 2 - Address concerns and objections. Step 3 - Review requirements thoroughly. Step 4 - Conduct initial assessment. Step 5 - Negotiate terms and pricing. [ID: 1131]|{"account_id": "ACC-059", "region": "Southwest", "product_line": "Security"}
-user-004|knowledge_vault|Backup Server Access: Server: staging-db-9.company.com, Port: 6379, Username: admin_1469, Password: eFQtlBwXs2WMWF5a, Additional: SSL: Required, Timeout: 19s [ID: 1132]|{"account_id": "ACC-098", "region": "Southwest", "product_line": "SMB"}
+user-004|knowledge|Backup Server Access: Server: staging-db-9.company.com, Port: 6379, Username: admin_1469, Password: eFQtlBwXs2WMWF5a, Additional: SSL: Required, Timeout: 19s [ID: 1132]|{"account_id": "ACC-098", "region": "Southwest", "product_line": "SMB"}
user-003|core|I'm Jack Anderson, Customer Success Manager at NextGen Tech. My focus areas are technical consulting and data analytics. [ID: 1133]|{"account_id": "ACC-037", "region": "East", "product_line": "SMB"}
user-001|episodic|This morning at 13:00 AM, I closed a deal with DataVision Inc worth $153K annually. The contract was signed after 4 months of negotiations. [ID: 1134]|{"account_id": "ACC-188", "region": "Northwest", "product_line": "Financial"}
user-003|episodic|On Thursday at 10:30 AM, I had a quarterly business review with Innovation Labs. We discussed performance metrics and they committed to a 40% increase. [ID: 1135]|{"account_id": "ACC-057", "region": "Northwest", "product_line": "Analytics"}
user-005|core|Profile update: Carol Davis, Product Manager position at FinTech Solutions, responsible for customer retention. [ID: 1136]|{"account_id": "ACC-082", "region": "Midwest", "product_line": "Marketing"}
user-001|semantic|Marketing Automation is a key metric for business performance. It helps organizations make data-driven decisions. Critical for strategic planning and optimization. [ID: 1137]|{"account_id": "ACC-055", "region": "Southeast", "product_line": "Financial"}
-user-002|knowledge_vault|File Storage Access: Server: dev-db-7.company.com, Port: 6379, Username: admin_3717, Password: dMB%QaiQN2Ru7KYO, Additional: SSL: Required, Timeout: 10s [ID: 1138]|{"account_id": "ACC-033", "region": "Midwest", "product_line": "Enterprise"}
-user-001|knowledge_vault|Data Warehouse Credentials: API Key: sk_uw317fzluiw97cd4o0m105wbn827ji0n, Secret: AN8EB3VTJL1Q0SKVAAYB26W06TD2VJUJNJ5XG3Z1, Endpoint: https://api.system.com/v3, Region: us-east-1 [ID: 1139]|{"account_id": "ACC-076", "region": "Southeast", "product_line": "Cloud"}
-user-001|knowledge_vault|Salesforce API Credentials: API Key: sk_s7q85zq8n50zg5sssqt890uqj417exyb, Secret: S0Y137JGA32RUKNHTASUO142SGNEMTSA3COYH10U, Endpoint: https://api.system.com/v3, Region: us-west-2 [ID: 1140]|{"account_id": "ACC-188", "region": "Southeast", "product_line": "Operations"}
+user-002|knowledge|File Storage Access: Server: dev-db-7.company.com, Port: 6379, Username: admin_3717, Password: dMB%QaiQN2Ru7KYO, Additional: SSL: Required, Timeout: 10s [ID: 1138]|{"account_id": "ACC-033", "region": "Midwest", "product_line": "Enterprise"}
+user-001|knowledge|Data Warehouse Credentials: API Key: sk_uw317fzluiw97cd4o0m105wbn827ji0n, Secret: AN8EB3VTJL1Q0SKVAAYB26W06TD2VJUJNJ5XG3Z1, Endpoint: https://api.system.com/v3, Region: us-east-1 [ID: 1139]|{"account_id": "ACC-076", "region": "Southeast", "product_line": "Cloud"}
+user-001|knowledge|Salesforce API Credentials: API Key: sk_s7q85zq8n50zg5sssqt890uqj417exyb, Secret: S0Y137JGA32RUKNHTASUO142SGNEMTSA3COYH10U, Endpoint: https://api.system.com/v3, Region: us-west-2 [ID: 1140]|{"account_id": "ACC-188", "region": "Southeast", "product_line": "Operations"}
user-002|semantic|Account-Based Marketing is a key metric for business performance. It helps organizations make data-driven decisions. Critical for strategic planning and optimization. [ID: 1141]|{"account_id": "ACC-102", "region": "West", "product_line": "Financial"}
user-005|semantic|Pipeline Coverage is a key metric for business performance. It helps organizations make data-driven decisions. Critical for strategic planning and optimization. [ID: 1142]|{"account_id": "ACC-079", "region": "South", "product_line": "Marketing"}
-user-002|knowledge_vault|File Storage Access: Server: prod-db-4.company.com, Port: 5432, Username: admin_5969, Password: TF1xv9a#w7rsKtcD, Additional: SSL: Required, Timeout: 60s [ID: 1143]|{"account_id": "ACC-129", "region": "West", "product_line": "Cloud"}
+user-002|knowledge|File Storage Access: Server: prod-db-4.company.com, Port: 5432, Username: admin_5969, Password: TF1xv9a#w7rsKtcD, Additional: SSL: Required, Timeout: 60s [ID: 1143]|{"account_id": "ACC-129", "region": "West", "product_line": "Cloud"}
user-003|core|Profile update: Alice Johnson, Senior Sales Manager position at Digital Dynamics, responsible for customer retention. [ID: 1144]|{"account_id": "ACC-068", "region": "International", "product_line": "Marketing"}
-user-002|knowledge_vault|Slack Configuration: URL: https://portal.company.com, Access Token: lpmqm4fhjcnxr01c2mpqz0sue34r1n3qczsjcezs8ufcaceyz3jy4qgld0dwu6ep, Webhook: https://hooks.company.com/u2owc30xh210bjdmymg1vf88bs4qia5l, Settings: Retry: 8, Timeout: 51s [ID: 1145]|{"account_id": "ACC-127", "region": "International", "product_line": "Operations"}
+user-002|knowledge|Slack Configuration: URL: https://portal.company.com, Access Token: lpmqm4fhjcnxr01c2mpqz0sue34r1n3qczsjcezs8ufcaceyz3jy4qgld0dwu6ep, Webhook: https://hooks.company.com/u2owc30xh210bjdmymg1vf88bs4qia5l, Settings: Retry: 8, Timeout: 51s [ID: 1145]|{"account_id": "ACC-127", "region": "International", "product_line": "Operations"}
user-001|core|Carol Davis here - I'm the Solutions Architect for TechCorp's operations team. [ID: 1146]|{"account_id": "ACC-070", "region": "Southeast", "product_line": "Financial"}
user-001|resource|# Sales Enablement Plan
@@ -3879,23 +3879,23 @@ We will implement aggressive tactics to achieve our objectives. This includes hi
## Action Items
1) Complete by mid-year 2) Review weekly progress 3) Adjust strategy as needed [ID: 1147]|{"account_id": "ACC-152", "region": "Southeast", "product_line": "Integration"}
-user-002|knowledge_vault|Analytics Platform Access: Server: dev-db-10.company.com, Port: 3306, Username: admin_9058, Password: DRbQ!#$tiCPCN#M@, Additional: SSL: Required, Timeout: 15s [ID: 1148]|{"account_id": "ACC-050", "region": "Northwest", "product_line": "Financial"}
+user-002|knowledge|Analytics Platform Access: Server: dev-db-10.company.com, Port: 3306, Username: admin_9058, Password: DRbQ!#$tiCPCN#M@, Additional: SSL: Required, Timeout: 15s [ID: 1148]|{"account_id": "ACC-050", "region": "Northwest", "product_line": "Financial"}
user-004|semantic|Net Promoter Score refers to the measurement of business outcomes. Key characteristics include measurable outcomes, actionable insights, and continuous improvement. [ID: 1149]|{"account_id": "ACC-122", "region": "Southeast", "product_line": "Analytics"}
-user-003|knowledge_vault|Backup Server Access: Server: prod-db-10.company.com, Port: 6379, Username: admin_2682, Password: 2G7@Bdg@V$VK5H1k, Additional: SSL: Required, Timeout: 21s [ID: 1150]|{"account_id": "ACC-161", "region": "Southwest", "product_line": "Platform"}
+user-003|knowledge|Backup Server Access: Server: prod-db-10.company.com, Port: 6379, Username: admin_2682, Password: 2G7@Bdg@V$VK5H1k, Additional: SSL: Required, Timeout: 21s [ID: 1150]|{"account_id": "ACC-161", "region": "Southwest", "product_line": "Platform"}
user-004|episodic|On Tuesday at 17:30 PM, I had a quarterly business review with Digital Dynamics. We discussed performance metrics and received approval for pilot program. [ID: 1151]|{"account_id": "ACC-199", "region": "Central", "product_line": "Platform"}
user-002|core|My name is Emma Wilson and I work as a Sales Engineer at DataVision Inc. I specialize in digital transformation. [ID: 1152]|{"account_id": "ACC-017", "region": "Northwest", "product_line": "Marketing"}
user-005|episodic|Yesterday at 14:00 AM, I conducted a presentation for Global Enterprises. The feedback was very positive. [ID: 1153]|{"account_id": "ACC-182", "region": "Northwest", "product_line": "Integration"}
-user-003|knowledge_vault|Integration Hub Credentials: API Key: sk_7m3ecsgfbgaexqo1uh4wknl8ys5o5ug3, Secret: E5KQ2ANNN67QM5OA3TXPB3WMQSYNNNT6EHW9WPQV, Endpoint: https://api.platform.com/v1, Region: ap-southeast-1 [ID: 1154]|{"account_id": "ACC-034", "region": "Central", "product_line": "Operations"}
+user-003|knowledge|Integration Hub Credentials: API Key: sk_7m3ecsgfbgaexqo1uh4wknl8ys5o5ug3, Secret: E5KQ2ANNN67QM5OA3TXPB3WMQSYNNNT6EHW9WPQV, Endpoint: https://api.platform.com/v1, Region: ap-southeast-1 [ID: 1154]|{"account_id": "ACC-034", "region": "Central", "product_line": "Operations"}
user-004|episodic|Last Thursday, I attended Tech Conference at Boston. Met 34 potential leads and scheduled 8 follow-up meetings. [ID: 1155]|{"account_id": "ACC-088", "region": "West", "product_line": "Security"}
user-005|semantic|CRM Platform is a key metric for business performance. It helps organizations make data-driven decisions. Critical for strategic planning and optimization. [ID: 1156]|{"account_id": "ACC-088", "region": "Northwest", "product_line": "SMB"}
user-003|semantic|Sales Intelligence is an essential tool for modern business. It provides benefits such as increased efficiency, better decision making, and improved ROI. [ID: 1157]|{"account_id": "ACC-066", "region": "Northeast", "product_line": "Financial"}
user-005|procedural|Forecasting workflow: Step 1 - Review requirements thoroughly. Step 2 - Monitor progress closely. Step 3 - Schedule implementation. Step 4 - Negotiate terms and pricing. Step 5 - Document lessons learned. [ID: 1158]|{"account_id": "ACC-186", "region": "Midwest", "product_line": "Analytics"}
user-003|procedural|Escalation handling workflow: Step 1 - Negotiate terms and pricing. Step 2 - Document lessons learned. Step 3 - Prepare detailed proposal. Step 4 - Review requirements thoroughly. Step 5 - Monitor progress closely. [ID: 1159]|{"account_id": "ACC-110", "region": "Northwest", "product_line": "Analytics"}
-user-004|knowledge_vault|Staging Environment Access: Server: dev-db-1.company.com, Port: 6379, Username: admin_9544, Password: nP!YJJNxSBPoU7dJ, Additional: SSL: Required, Timeout: 22s [ID: 1160]|{"account_id": "ACC-072", "region": "South", "product_line": "Marketing"}
-user-003|knowledge_vault|Azure Credentials: API Key: sk_a1b68k8ws7e9oh3q3rrrv67191ux7mh4, Secret: S2CHLRX9VMPBVHKJS8BDGHYU8PMWMM3ODUNG4H1Y, Endpoint: https://api.service.com/v3, Region: ap-southeast-1 [ID: 1161]|{"account_id": "ACC-025", "region": "South", "product_line": "Marketing"}
+user-004|knowledge|Staging Environment Access: Server: dev-db-1.company.com, Port: 6379, Username: admin_9544, Password: nP!YJJNxSBPoU7dJ, Additional: SSL: Required, Timeout: 22s [ID: 1160]|{"account_id": "ACC-072", "region": "South", "product_line": "Marketing"}
+user-003|knowledge|Azure Credentials: API Key: sk_a1b68k8ws7e9oh3q3rrrv67191ux7mh4, Secret: S2CHLRX9VMPBVHKJS8BDGHYU8PMWMM3ODUNG4H1Y, Endpoint: https://api.service.com/v3, Region: ap-southeast-1 [ID: 1161]|{"account_id": "ACC-025", "region": "South", "product_line": "Marketing"}
user-003|procedural|Review checklist: 1) Document lessons learned. 2) Address concerns and objections. 3) Schedule implementation. 4) Monitor progress closely. 5) Collect feedback regularly. [ID: 1162]|{"account_id": "ACC-083", "region": "South", "product_line": "Cloud"}
user-004|semantic|Lead Qualification Framework is an essential tool for modern business. It provides benefits such as increased efficiency, better decision making, and improved ROI. [ID: 1163]|{"account_id": "ACC-080", "region": "International", "product_line": "Platform"}
-user-005|knowledge_vault|Analytics Platform Access: Server: staging-db-1.company.com, Port: 3306, Username: admin_4363, Password: 0qdnq4PM3E#G4Rc0, Additional: SSL: Required, Timeout: 40s [ID: 1164]|{"account_id": "ACC-018", "region": "West", "product_line": "Financial"}
+user-005|knowledge|Analytics Platform Access: Server: staging-db-1.company.com, Port: 3306, Username: admin_4363, Password: 0qdnq4PM3E#G4Rc0, Additional: SSL: Required, Timeout: 40s [ID: 1164]|{"account_id": "ACC-018", "region": "West", "product_line": "Financial"}
user-004|episodic|Yesterday at 14:30 PM, I conducted a product demo for CloudSystems. They requested a follow-up. [ID: 1165]|{"account_id": "ACC-153", "region": "International", "product_line": "Integration"}
user-002|procedural|Migration checklist: 1) Schedule implementation. 2) Prepare detailed proposal. 3) Present to decision makers. 4) Identify key stakeholders. 5) Monitor progress closely. [ID: 1166]|{"account_id": "ACC-115", "region": "Southwest", "product_line": "Financial"}
user-003|resource|# Essential Competitive Analysis
@@ -3974,7 +3974,7 @@ We will implement strategic tactics to achieve our objectives. This includes hir
## Action Items
1) Complete by end of quarter 2) Review weekly progress 3) Adjust strategy as needed [ID: 1171]|{"account_id": "ACC-106", "region": "Southwest", "product_line": "Analytics"}
user-005|procedural|My customer onboarding process: First, Collect feedback regularly. Second, Present to decision makers. Third, Prepare detailed proposal. Fourth, Document lessons learned. Finally, Review requirements thoroughly. [ID: 1172]|{"account_id": "ACC-170", "region": "Southwest", "product_line": "Operations"}
-user-005|knowledge_vault|AWS Credentials: API Key: sk_vr6ct83wziks4uqcs09g8c6xc1mem85c, Secret: 7QZ3EVUW5B4L3L5J05JLL124R5PAC1LC4WZFMKIQ, Endpoint: https://api.service.com/v1, Region: ap-southeast-1 [ID: 1173]|{"account_id": "ACC-129", "region": "South", "product_line": "Financial"}
+user-005|knowledge|AWS Credentials: API Key: sk_vr6ct83wziks4uqcs09g8c6xc1mem85c, Secret: 7QZ3EVUW5B4L3L5J05JLL124R5PAC1LC4WZFMKIQ, Endpoint: https://api.service.com/v1, Region: ap-southeast-1 [ID: 1173]|{"account_id": "ACC-129", "region": "South", "product_line": "Financial"}
user-002|episodic|On Friday at 12:00 PM, I had a quarterly business review with Digital Dynamics. We discussed integration capabilities and they committed to a 40% increase. [ID: 1174]|{"account_id": "ACC-040", "region": "International", "product_line": "Enterprise"}
user-005|core|My name is David Lee and I work as a Senior Sales Manager at FinTech Solutions. I specialize in cloud architecture. [ID: 1175]|{"account_id": "ACC-143", "region": "East", "product_line": "Analytics"}
user-004|episodic|This morning at 11:30 AM, I closed a deal with CloudSystems worth $143K annually. The contract was signed after 2 months of negotiations. [ID: 1176]|{"account_id": "ACC-113", "region": "South", "product_line": "Platform"}
@@ -4027,7 +4027,7 @@ Always communicate throughout the process
## Resources
Training materials available on internal portal [ID: 1182]|{"account_id": "ACC-197", "region": "South", "product_line": "Analytics"}
user-004|core|Profile update: David Lee, CTO position at Quantum Systems, responsible for customer retention. [ID: 1183]|{"account_id": "ACC-065", "region": "Southeast", "product_line": "Marketing"}
-user-003|knowledge_vault|Staging Environment Access: Server: dev-db-9.company.com, Port: 6379, Username: admin_6872, Password: 6m79%6%6PC4HPpIO, Additional: SSL: Required, Timeout: 16s [ID: 1184]|{"account_id": "ACC-117", "region": "Southwest", "product_line": "Marketing"}
+user-003|knowledge|Staging Environment Access: Server: dev-db-9.company.com, Port: 6379, Username: admin_6872, Password: 6m79%6%6PC4HPpIO, Additional: SSL: Required, Timeout: 16s [ID: 1184]|{"account_id": "ACC-117", "region": "Southwest", "product_line": "Marketing"}
user-001|core|My name is Grace Taylor and I work as a Marketing Director at Digital Dynamics. I specialize in AI solutions. [ID: 1185]|{"account_id": "ACC-062", "region": "Northwest", "product_line": "Cloud"}
user-003|resource|# Comprehensive Competitive Analysis
@@ -4061,9 +4061,9 @@ Always communicate throughout the process
## Resources
Training materials available on internal portal [ID: 1189]|{"account_id": "ACC-140", "region": "Southeast", "product_line": "Platform"}
-user-003|knowledge_vault|Staging Environment Access: Server: staging-db-2.company.com, Port: 6379, Username: admin_7342, Password: E0LnpaXhn1xQx@9T, Additional: SSL: Required, Timeout: 45s [ID: 1190]|{"account_id": "ACC-145", "region": "Northwest", "product_line": "Platform"}
+user-003|knowledge|Staging Environment Access: Server: staging-db-2.company.com, Port: 6379, Username: admin_7342, Password: E0LnpaXhn1xQx@9T, Additional: SSL: Required, Timeout: 45s [ID: 1190]|{"account_id": "ACC-145", "region": "Northwest", "product_line": "Platform"}
user-002|procedural|My lead scoring process: First, Conduct initial assessment. Second, Present to decision makers. Third, Collect feedback regularly. Fourth, Negotiate terms and pricing. Finally, Finalize documentation. [ID: 1191]|{"account_id": "ACC-061", "region": "Southwest", "product_line": "Cloud"}
-user-005|knowledge_vault|Salesforce API Credentials: API Key: sk_v6ozj56vavxcopsl9cepobbmqtwfiuze, Secret: OBK4SUARQLHDG27AT8HGPMHR2QIP7XBAREB7CI5T, Endpoint: https://api.system.com/v3, Region: eu-west-1 [ID: 1192]|{"account_id": "ACC-048", "region": "Southwest", "product_line": "Financial"}
+user-005|knowledge|Salesforce API Credentials: API Key: sk_v6ozj56vavxcopsl9cepobbmqtwfiuze, Secret: OBK4SUARQLHDG27AT8HGPMHR2QIP7XBAREB7CI5T, Endpoint: https://api.system.com/v3, Region: eu-west-1 [ID: 1192]|{"account_id": "ACC-048", "region": "Southwest", "product_line": "Financial"}
user-005|procedural|Implementation checklist: 1) Negotiate terms and pricing. 2) Collect feedback regularly. 3) Document lessons learned. 4) Present to decision makers. 5) Review requirements thoroughly. [ID: 1193]|{"account_id": "ACC-109", "region": "South", "product_line": "Security"}
user-003|resource|# Customer Success Playbook
@@ -4083,7 +4083,7 @@ We will implement measured tactics to achieve our objectives. This includes hiri
user-004|core|My name is Jack Anderson and I work as a CTO at DataVision Inc. I specialize in technical consulting. [ID: 1195]|{"account_id": "ACC-115", "region": "East", "product_line": "Analytics"}
user-003|episodic|On Tuesday at 15:00 PM, I had a discovery call with Innovation Labs. We discussed pricing structure and identified key pain points. [ID: 1196]|{"account_id": "ACC-024", "region": "Midwest", "product_line": "Financial"}
user-005|semantic|Sales Intelligence is an essential tool for modern business. It provides benefits such as increased efficiency, better decision making, and improved ROI. [ID: 1197]|{"account_id": "ACC-128", "region": "West", "product_line": "Security"}
-user-001|knowledge_vault|Salesforce Configuration: URL: https://dashboard.company.com, Access Token: wzj3n77j5x5o863sr8cxbdelo9zaf3rf1fk0loa04e1gxkf87as53xai8k4pe559, Webhook: https://hooks.company.com/pnfh3y2b35gjx6inued0nf59pqalazaf, Settings: Retry: 9, Timeout: 86s [ID: 1198]|{"account_id": "ACC-133", "region": "East", "product_line": "Analytics"}
+user-001|knowledge|Salesforce Configuration: URL: https://dashboard.company.com, Access Token: wzj3n77j5x5o863sr8cxbdelo9zaf3rf1fk0loa04e1gxkf87as53xai8k4pe559, Webhook: https://hooks.company.com/pnfh3y2b35gjx6inued0nf59pqalazaf, Settings: Retry: 9, Timeout: 86s [ID: 1198]|{"account_id": "ACC-133", "region": "East", "product_line": "Analytics"}
user-004|episodic|This morning at 12:30 AM, I closed a deal with FinTech Solutions worth $460K annually. The contract was signed after 4 months of negotiations. [ID: 1199]|{"account_id": "ACC-194", "region": "East", "product_line": "Financial"}
user-002|semantic|Sales Velocity is an essential tool for modern business. It provides benefits such as increased efficiency, better decision making, and improved ROI. [ID: 1200]|{"account_id": "ACC-079", "region": "Northwest", "product_line": "Marketing"}
user-001|semantic|CRM Platform is a key metric for business performance. It helps organizations make data-driven decisions. Critical for strategic planning and optimization. [ID: 1201]|{"account_id": "ACC-069", "region": "Midwest", "product_line": "SMB"}
@@ -4103,7 +4103,7 @@ Always document throughout the process
## Resources
Training materials available on internal portal [ID: 1203]|{"account_id": "ACC-094", "region": "Central", "product_line": "Enterprise"}
-user-005|knowledge_vault|Slack Configuration: URL: https://portal.company.com, Access Token: kiuwjjrjo3zj2uab1bg8yk9xb4jd34nddv30c0hctjm8bk8121o10hbxcn813xhy, Webhook: https://hooks.company.com/4aby050elw0wj83yqxvp8afr12o1yfx6, Settings: Retry: 8, Timeout: 105s [ID: 1204]|{"account_id": "ACC-077", "region": "Southwest", "product_line": "Enterprise"}
+user-005|knowledge|Slack Configuration: URL: https://portal.company.com, Access Token: kiuwjjrjo3zj2uab1bg8yk9xb4jd34nddv30c0hctjm8bk8121o10hbxcn813xhy, Webhook: https://hooks.company.com/4aby050elw0wj83yqxvp8afr12o1yfx6, Settings: Retry: 8, Timeout: 105s [ID: 1204]|{"account_id": "ACC-077", "region": "Southwest", "product_line": "Enterprise"}
user-005|episodic|This morning at 10:00 PM, I closed a deal with TechCorp worth $469K annually. The contract was signed after 2 months of negotiations. [ID: 1205]|{"account_id": "ACC-032", "region": "Northeast", "product_line": "SMB"}
user-005|core|Jack Anderson here - I'm the Solutions Architect for FinTech Solutions's operations team. [ID: 1206]|{"account_id": "ACC-151", "region": "International", "product_line": "Analytics"}
user-003|procedural|Quote generation workflow: Step 1 - Present to decision makers. Step 2 - Finalize documentation. Step 3 - Address concerns and objections. Step 4 - Identify key stakeholders. Step 5 - Negotiate terms and pricing. [ID: 1207]|{"account_id": "ACC-173", "region": "South", "product_line": "Analytics"}
@@ -4164,7 +4164,7 @@ We will implement aggressive tactics to achieve our objectives. This includes hi
1) Complete by mid-year 2) Review weekly progress 3) Adjust strategy as needed [ID: 1220]|{"account_id": "ACC-098", "region": "Southwest", "product_line": "Integration"}
user-001|procedural|Review checklist: 1) Schedule implementation. 2) Negotiate terms and pricing. 3) Conduct initial assessment. 4) Document lessons learned. 5) Collect feedback regularly. [ID: 1221]|{"account_id": "ACC-116", "region": "East", "product_line": "Platform"}
user-002|episodic|Yesterday at 14:30 AM, I conducted a product demo for FinTech Solutions. They requested a follow-up. [ID: 1222]|{"account_id": "ACC-096", "region": "International", "product_line": "Integration"}
-user-004|knowledge_vault|Stripe Configuration: URL: https://portal.company.com, Access Token: mystvsxjr00rv3wowlfra3m3jxrd8upisxl2mzis0i8gzcacg16iqjpr28ioyqk8, Webhook: https://hooks.company.com/o00k3xh5lqj6hsi1fejekvgm2xfjnoao, Settings: Retry: 7, Timeout: 47s [ID: 1223]|{"account_id": "ACC-013", "region": "Midwest", "product_line": "Analytics"}
+user-004|knowledge|Stripe Configuration: URL: https://portal.company.com, Access Token: mystvsxjr00rv3wowlfra3m3jxrd8upisxl2mzis0i8gzcacg16iqjpr28ioyqk8, Webhook: https://hooks.company.com/o00k3xh5lqj6hsi1fejekvgm2xfjnoao, Settings: Retry: 7, Timeout: 47s [ID: 1223]|{"account_id": "ACC-013", "region": "Midwest", "product_line": "Analytics"}
user-002|procedural|My lead scoring process: First, Collect feedback regularly. Second, Finalize documentation. Third, Address concerns and objections. Fourth, Identify key stakeholders. Finally, Review requirements thoroughly. [ID: 1224]|{"account_id": "ACC-073", "region": "Midwest", "product_line": "Enterprise"}
user-002|resource|# Market Analysis Report
@@ -4186,7 +4186,7 @@ user-005|procedural|My competitive analysis process: First, Identify key stakeho
user-004|semantic|Customer Churn is a key metric for business performance. It helps organizations make data-driven decisions. Critical for strategic planning and optimization. [ID: 1228]|{"account_id": "ACC-179", "region": "International", "product_line": "Security"}
user-001|semantic|Pipeline Coverage refers to the measurement of business outcomes. Key characteristics include measurable outcomes, actionable insights, and continuous improvement. [ID: 1229]|{"account_id": "ACC-163", "region": "Southwest", "product_line": "Analytics"}
user-003|procedural|Opportunity management workflow: Step 1 - Conduct initial assessment. Step 2 - Identify key stakeholders. Step 3 - Address concerns and objections. Step 4 - Monitor progress closely. Step 5 - Prepare detailed proposal. [ID: 1230]|{"account_id": "ACC-115", "region": "Northeast", "product_line": "Integration"}
-user-004|knowledge_vault|Communication Service Credentials: API Key: sk_vg0041rrrgne49iju9ks6h1atxwd6o12, Secret: PFMN1WPUARAJ0I761X1WJXJAS419NCYGW8YODOZM, Endpoint: https://api.service.com/v1, Region: ap-southeast-1 [ID: 1231]|{"account_id": "ACC-015", "region": "Central", "product_line": "Security"}
+user-004|knowledge|Communication Service Credentials: API Key: sk_vg0041rrrgne49iju9ks6h1atxwd6o12, Secret: PFMN1WPUARAJ0I761X1WJXJAS419NCYGW8YODOZM, Endpoint: https://api.service.com/v1, Region: ap-southeast-1 [ID: 1231]|{"account_id": "ACC-015", "region": "Central", "product_line": "Security"}
user-002|resource|# Q4 Sales Strategy
## Overview
@@ -4218,7 +4218,7 @@ We will implement aggressive tactics to achieve our objectives. This includes hi
## Action Items
1) Complete by end of month 2) Review weekly progress 3) Adjust strategy as needed [ID: 1233]|{"account_id": "ACC-075", "region": "Midwest", "product_line": "SMB"}
user-004|semantic|Lead Qualification Framework is a key metric for business performance. It helps organizations make data-driven decisions. Critical for strategic planning and optimization. [ID: 1234]|{"account_id": "ACC-155", "region": "Southeast", "product_line": "Enterprise"}
-user-004|knowledge_vault|Marketing Platform Credentials: API Key: sk_crowobnd4oklxmcxy6v7bitpwpik11sj, Secret: SI2Q59K6DVPWJBFN8KHMOH5579OC220UJUE95KJQ, Endpoint: https://api.service.com/v2, Region: ap-southeast-1 [ID: 1235]|{"account_id": "ACC-147", "region": "South", "product_line": "Integration"}
+user-004|knowledge|Marketing Platform Credentials: API Key: sk_crowobnd4oklxmcxy6v7bitpwpik11sj, Secret: SI2Q59K6DVPWJBFN8KHMOH5579OC220UJUE95KJQ, Endpoint: https://api.service.com/v2, Region: ap-southeast-1 [ID: 1235]|{"account_id": "ACC-147", "region": "South", "product_line": "Integration"}
user-004|resource|# Compensation Plan
## Overview
@@ -4235,7 +4235,7 @@ We will implement measured tactics to achieve our objectives. This includes hiri
## Action Items
1) Complete by end of quarter 2) Review weekly progress 3) Adjust strategy as needed [ID: 1236]|{"account_id": "ACC-076", "region": "Midwest", "product_line": "Marketing"}
user-001|episodic|Yesterday at 16:00 AM, I conducted a consultation for Innovation Labs. They requested a follow-up. [ID: 1237]|{"account_id": "ACC-067", "region": "East", "product_line": "Cloud"}
-user-004|knowledge_vault|Communication Service Credentials: API Key: sk_kx3igzkyh6atjfymfepolnekdm3w9ysa, Secret: Q10C6TX35SXBDTOT24KQGWV4X38A0Z1VQM7S3IGZ, Endpoint: https://api.system.com/v1, Region: ap-southeast-1 [ID: 1238]|{"account_id": "ACC-160", "region": "Midwest", "product_line": "Integration"}
+user-004|knowledge|Communication Service Credentials: API Key: sk_kx3igzkyh6atjfymfepolnekdm3w9ysa, Secret: Q10C6TX35SXBDTOT24KQGWV4X38A0Z1VQM7S3IGZ, Endpoint: https://api.system.com/v1, Region: ap-southeast-1 [ID: 1238]|{"account_id": "ACC-160", "region": "Midwest", "product_line": "Integration"}
user-004|procedural|Review checklist: 1) Review requirements thoroughly. 2) Finalize documentation. 3) Negotiate terms and pricing. 4) Present to decision makers. 5) Monitor progress closely. [ID: 1239]|{"account_id": "ACC-158", "region": "Southwest", "product_line": "Cloud"}
user-005|resource|# Comprehensive Competitive Analysis
@@ -4259,12 +4259,12 @@ user-002|episodic|Yesterday at 8:00 PM, I conducted a training session for TechC
user-003|procedural|My customer onboarding process: First, Schedule implementation. Second, Monitor progress closely. Third, Document lessons learned. Fourth, Finalize documentation. Finally, Address concerns and objections. [ID: 1245]|{"account_id": "ACC-031", "region": "Southwest", "product_line": "SMB"}
user-003|core|Jack Anderson here - I'm the CTO for Global Enterprises's marketing team. [ID: 1246]|{"account_id": "ACC-083", "region": "East", "product_line": "Platform"}
user-003|semantic|Lead Qualification Framework refers to the measurement of business outcomes. Key characteristics include measurable outcomes, actionable insights, and continuous improvement. [ID: 1247]|{"account_id": "ACC-198", "region": "Midwest", "product_line": "Integration"}
-user-002|knowledge_vault|Zendesk Configuration: URL: https://dashboard.company.com, Access Token: ja2zhtusfp5t5bjv7ehfc3hm1tstgq3np4vlrnpnn9vse0zeni9d9qpi5s481b46, Webhook: https://hooks.company.com/xw5408mzry23dhzwmeqsk9r9300rj6e8, Settings: Retry: 9, Timeout: 116s [ID: 1248]|{"account_id": "ACC-123", "region": "Northwest", "product_line": "Security"}
+user-002|knowledge|Zendesk Configuration: URL: https://dashboard.company.com, Access Token: ja2zhtusfp5t5bjv7ehfc3hm1tstgq3np4vlrnpnn9vse0zeni9d9qpi5s481b46, Webhook: https://hooks.company.com/xw5408mzry23dhzwmeqsk9r9300rj6e8, Settings: Retry: 9, Timeout: 116s [ID: 1248]|{"account_id": "ACC-123", "region": "Northwest", "product_line": "Security"}
user-005|procedural|Onboarding checklist: 1) Schedule implementation. 2) Document lessons learned. 3) Finalize documentation. 4) Present to decision makers. 5) Identify key stakeholders. [ID: 1249]|{"account_id": "ACC-081", "region": "Central", "product_line": "Enterprise"}
user-003|semantic|Net Promoter Score is a key metric for business performance. It helps organizations make data-driven decisions. Critical for strategic planning and optimization. [ID: 1250]|{"account_id": "ACC-161", "region": "International", "product_line": "Marketing"}
user-004|procedural|Deal approval workflow: Step 1 - Schedule implementation. Step 2 - Document lessons learned. Step 3 - Monitor progress closely. Step 4 - Finalize documentation. Step 5 - Prepare detailed proposal. [ID: 1251]|{"account_id": "ACC-055", "region": "Southeast", "product_line": "Integration"}
-user-002|knowledge_vault|Email Server Access: Server: staging-db-5.company.com, Port: 8080, Username: admin_4688, Password: 3daIOUMcjrTBquq@, Additional: SSL: Required, Timeout: 30s [ID: 1252]|{"account_id": "ACC-050", "region": "Northeast", "product_line": "Cloud"}
-user-004|knowledge_vault|HubSpot Configuration: URL: https://portal.company.com, Access Token: reirb4xb8yd9c1gn4wtj48xvhxop9bk3bttw6cdhvf3dsllgjl0cnsg2of88il4b, Webhook: https://hooks.company.com/t3hgontsif9arjcd102x2qcpmtyj40f2, Settings: Retry: 10, Timeout: 48s [ID: 1253]|{"account_id": "ACC-079", "region": "Northwest", "product_line": "Operations"}
+user-002|knowledge|Email Server Access: Server: staging-db-5.company.com, Port: 8080, Username: admin_4688, Password: 3daIOUMcjrTBquq@, Additional: SSL: Required, Timeout: 30s [ID: 1252]|{"account_id": "ACC-050", "region": "Northeast", "product_line": "Cloud"}
+user-004|knowledge|HubSpot Configuration: URL: https://portal.company.com, Access Token: reirb4xb8yd9c1gn4wtj48xvhxop9bk3bttw6cdhvf3dsllgjl0cnsg2of88il4b, Webhook: https://hooks.company.com/t3hgontsif9arjcd102x2qcpmtyj40f2, Settings: Retry: 10, Timeout: 48s [ID: 1253]|{"account_id": "ACC-079", "region": "Northwest", "product_line": "Operations"}
user-001|core|I'm Bob Smith, working as Business Development Manager in NextGen Tech. My key expertise is in enterprise sales. [ID: 1254]|{"account_id": "ACC-047", "region": "East", "product_line": "Security"}
user-002|core|My name is Carol Davis and I work as a CTO at Smart Solutions. I specialize in data analytics. [ID: 1255]|{"account_id": "ACC-003", "region": "East", "product_line": "Platform"}
user-002|core|My name is Jack Anderson and I work as a Business Development Manager at TechCorp. I specialize in AI solutions. [ID: 1256]|{"account_id": "ACC-079", "region": "Northwest", "product_line": "Operations"}
@@ -4319,14 +4319,14 @@ We will implement aggressive tactics to achieve our objectives. This includes hi
## Action Items
1) Complete by end of month 2) Review weekly progress 3) Adjust strategy as needed [ID: 1265]|{"account_id": "ACC-025", "region": "Northwest", "product_line": "SMB"}
-user-002|knowledge_vault|Production Database Access: Server: staging-db-5.company.com, Port: 3306, Username: admin_8914, Password: A$SvfG9TZ3M@Wdc9, Additional: SSL: Required, Timeout: 36s [ID: 1266]|{"account_id": "ACC-106", "region": "East", "product_line": "Cloud"}
-user-003|knowledge_vault|Zendesk Configuration: URL: https://app.company.com, Access Token: wrqto3py72ik4nz2ugmp4u7i413ngbip24f8ab5n3fqcdoxgyyosl9kqrp8pbnsp, Webhook: https://hooks.company.com/ndjqznulvij48dzqjqq1gnjng5epqsqo, Settings: Retry: 3, Timeout: 56s [ID: 1267]|{"account_id": "ACC-009", "region": "Northwest", "product_line": "Marketing"}
+user-002|knowledge|Production Database Access: Server: staging-db-5.company.com, Port: 3306, Username: admin_8914, Password: A$SvfG9TZ3M@Wdc9, Additional: SSL: Required, Timeout: 36s [ID: 1266]|{"account_id": "ACC-106", "region": "East", "product_line": "Cloud"}
+user-003|knowledge|Zendesk Configuration: URL: https://app.company.com, Access Token: wrqto3py72ik4nz2ugmp4u7i413ngbip24f8ab5n3fqcdoxgyyosl9kqrp8pbnsp, Webhook: https://hooks.company.com/ndjqznulvij48dzqjqq1gnjng5epqsqo, Settings: Retry: 3, Timeout: 56s [ID: 1267]|{"account_id": "ACC-009", "region": "Northwest", "product_line": "Marketing"}
user-001|semantic|Sales Velocity refers to the measurement of business outcomes. Key characteristics include measurable outcomes, actionable insights, and continuous improvement. [ID: 1268]|{"account_id": "ACC-052", "region": "International", "product_line": "Operations"}
user-004|core|I'm Grace Taylor, Sales Engineer at Quantum Systems. My focus areas are cloud architecture and business intelligence. [ID: 1269]|{"account_id": "ACC-178", "region": "Midwest", "product_line": "Financial"}
user-005|procedural|My customer onboarding process: First, Identify key stakeholders. Second, Address concerns and objections. Third, Finalize documentation. Fourth, Conduct initial assessment. Finally, Negotiate terms and pricing. [ID: 1270]|{"account_id": "ACC-022", "region": "West", "product_line": "Marketing"}
user-003|procedural|Implementation checklist: 1) Negotiate terms and pricing. 2) Schedule implementation. 3) Collect feedback regularly. 4) Prepare detailed proposal. 5) Identify key stakeholders. [ID: 1271]|{"account_id": "ACC-116", "region": "West", "product_line": "Security"}
-user-003|knowledge_vault|Integration Hub Credentials: API Key: sk_5fhl93wxld3ku625khl9l7ioaxgrl7bx, Secret: C1Y329JT7MU4GYDRF920J0W0JT9YBS4HDWRTDUT5, Endpoint: https://api.platform.com/v1, Region: us-west-2 [ID: 1272]|{"account_id": "ACC-154", "region": "South", "product_line": "Enterprise"}
-user-003|knowledge_vault|Salesforce Configuration: URL: https://app.company.com, Access Token: ur1iydjewhu9xst5vuigr3ht9dgppa0hd86ol8tqsgp77y0960r5w5w9x20hji48, Webhook: https://hooks.company.com/sk6ms21ji8yz92szd20jij4zfzwu6dbl, Settings: Retry: 4, Timeout: 32s [ID: 1273]|{"account_id": "ACC-108", "region": "West", "product_line": "Platform"}
+user-003|knowledge|Integration Hub Credentials: API Key: sk_5fhl93wxld3ku625khl9l7ioaxgrl7bx, Secret: C1Y329JT7MU4GYDRF920J0W0JT9YBS4HDWRTDUT5, Endpoint: https://api.platform.com/v1, Region: us-west-2 [ID: 1272]|{"account_id": "ACC-154", "region": "South", "product_line": "Enterprise"}
+user-003|knowledge|Salesforce Configuration: URL: https://app.company.com, Access Token: ur1iydjewhu9xst5vuigr3ht9dgppa0hd86ol8tqsgp77y0960r5w5w9x20hji48, Webhook: https://hooks.company.com/sk6ms21ji8yz92szd20jij4zfzwu6dbl, Settings: Retry: 4, Timeout: 32s [ID: 1273]|{"account_id": "ACC-108", "region": "West", "product_line": "Platform"}
user-004|semantic|Sales Velocity is a key metric for business performance. It helps organizations make data-driven decisions. Critical for strategic planning and optimization. [ID: 1274]|{"account_id": "ACC-011", "region": "Central", "product_line": "Cloud"}
user-005|episodic|This morning at 13:00 PM, I closed a deal with Smart Solutions worth $451K annually. The contract was signed after 6 months of negotiations. [ID: 1275]|{"account_id": "ACC-194", "region": "Midwest", "product_line": "Marketing"}
user-004|resource|# Sales Enablement Plan
@@ -4366,7 +4366,7 @@ user-001|semantic|Marketing Automation is an essential tool for modern business.
user-004|semantic|Customer Churn is a key metric for business performance. It helps organizations make data-driven decisions. Critical for strategic planning and optimization. [ID: 1282]|{"account_id": "ACC-050", "region": "West", "product_line": "Marketing"}
user-004|semantic|Sales Velocity refers to the measurement of business outcomes. Key characteristics include measurable outcomes, actionable insights, and continuous improvement. [ID: 1283]|{"account_id": "ACC-020", "region": "West", "product_line": "Security"}
user-002|semantic|Win Rate is a key metric for business performance. It helps organizations make data-driven decisions. Critical for strategic planning and optimization. [ID: 1284]|{"account_id": "ACC-128", "region": "Northwest", "product_line": "Financial"}
-user-002|knowledge_vault|Communication Service Credentials: API Key: sk_v9t1ocq69kd1y2dk28haii85cqkhne55, Secret: V4OKQ5ASLUJ8MERTJFDKJX6JROLN6H0NGJERRQX9, Endpoint: https://api.platform.com/v2, Region: eu-west-1 [ID: 1285]|{"account_id": "ACC-082", "region": "Southwest", "product_line": "Financial"}
+user-002|knowledge|Communication Service Credentials: API Key: sk_v9t1ocq69kd1y2dk28haii85cqkhne55, Secret: V4OKQ5ASLUJ8MERTJFDKJX6JROLN6H0NGJERRQX9, Endpoint: https://api.platform.com/v2, Region: eu-west-1 [ID: 1285]|{"account_id": "ACC-082", "region": "Southwest", "product_line": "Financial"}
user-002|resource|# Territory Assignment
## Overview
@@ -4383,7 +4383,7 @@ We will implement strategic tactics to achieve our objectives. This includes hir
## Action Items
1) Complete by end of month 2) Review weekly progress 3) Adjust strategy as needed [ID: 1286]|{"account_id": "ACC-198", "region": "Central", "product_line": "Operations"}
user-004|episodic|This morning at 14:00 PM, I closed a deal with Digital Dynamics worth $454K annually. The contract was signed after 5 months of negotiations. [ID: 1287]|{"account_id": "ACC-105", "region": "Southeast", "product_line": "Enterprise"}
-user-004|knowledge_vault|Slack Configuration: URL: https://portal.company.com, Access Token: 7moafofv917s09bilrr4rd8fiwz5zubsxqsn4967uo48fgxvoscng4tp1gz0b00s, Webhook: https://hooks.company.com/qqv6z4f82dgi00w6p1p5h27emo388p7u, Settings: Retry: 7, Timeout: 74s [ID: 1288]|{"account_id": "ACC-051", "region": "Northwest", "product_line": "SMB"}
+user-004|knowledge|Slack Configuration: URL: https://portal.company.com, Access Token: 7moafofv917s09bilrr4rd8fiwz5zubsxqsn4967uo48fgxvoscng4tp1gz0b00s, Webhook: https://hooks.company.com/qqv6z4f82dgi00w6p1p5h27emo388p7u, Settings: Retry: 7, Timeout: 74s [ID: 1288]|{"account_id": "ACC-051", "region": "Northwest", "product_line": "SMB"}
user-002|episodic|On Monday, I had a call with Global Enterprises regarding feature request. We resolved the problem within 8 hours and they agreed to upgrade their plan. [ID: 1289]|{"account_id": "ACC-200", "region": "Northwest", "product_line": "Marketing"}
user-002|semantic|Pipeline Coverage refers to the measurement of business outcomes. Key characteristics include measurable outcomes, actionable insights, and continuous improvement. [ID: 1290]|{"account_id": "ACC-125", "region": "International", "product_line": "SMB"}
user-003|resource|# Comprehensive Competitive Analysis
@@ -4421,7 +4421,7 @@ user-001|procedural|Forecasting workflow: Step 1 - Present to decision makers. S
user-001|core|My name is Emma Wilson and I work as a Sales Engineer at Digital Dynamics. I specialize in AI solutions. [ID: 1295]|{"account_id": "ACC-075", "region": "Northwest", "product_line": "Cloud"}
user-005|semantic|CRM Platform is an essential tool for modern business. It provides benefits such as increased efficiency, better decision making, and improved ROI. [ID: 1296]|{"account_id": "ACC-098", "region": "Southwest", "product_line": "Platform"}
user-003|semantic|Lead Qualification Framework refers to the measurement of business outcomes. Key characteristics include measurable outcomes, actionable insights, and continuous improvement. [ID: 1297]|{"account_id": "ACC-025", "region": "Northwest", "product_line": "Enterprise"}
-user-004|knowledge_vault|Communication Service Credentials: API Key: sk_y6454yg321mku3an5b5cqmclbgv1cr0r, Secret: R762FX4UMK6LCL67GGKLWYXVLM2DQVE0ZUZH0CLY, Endpoint: https://api.system.com/v2, Region: eu-west-1 [ID: 1298]|{"account_id": "ACC-111", "region": "Northwest", "product_line": "Cloud"}
+user-004|knowledge|Communication Service Credentials: API Key: sk_y6454yg321mku3an5b5cqmclbgv1cr0r, Secret: R762FX4UMK6LCL67GGKLWYXVLM2DQVE0ZUZH0CLY, Endpoint: https://api.system.com/v2, Region: eu-west-1 [ID: 1298]|{"account_id": "ACC-111", "region": "Northwest", "product_line": "Cloud"}
user-003|procedural|My account planning process: First, Negotiate terms and pricing. Second, Identify key stakeholders. Third, Monitor progress closely. Fourth, Conduct initial assessment. Finally, Prepare detailed proposal. [ID: 1299]|{"account_id": "ACC-016", "region": "South", "product_line": "Cloud"}
user-004|semantic|Predictive Analytics is a key metric for business performance. It helps organizations make data-driven decisions. Critical for strategic planning and optimization. [ID: 1300]|{"account_id": "ACC-113", "region": "West", "product_line": "SMB"}
user-001|procedural|My competitive analysis process: First, Schedule implementation. Second, Conduct initial assessment. Third, Present to decision makers. Fourth, Document lessons learned. Finally, Monitor progress closely. [ID: 1301]|{"account_id": "ACC-161", "region": "South", "product_line": "Marketing"}
@@ -4444,7 +4444,7 @@ Training materials available on internal portal [ID: 1303]|{"account_id": "ACC-1
user-005|episodic|Yesterday at 12:00 PM, I conducted a presentation for Global Enterprises. We identified next steps. [ID: 1304]|{"account_id": "ACC-186", "region": "Northwest", "product_line": "Platform"}
user-002|semantic|Marketing Automation is an essential tool for modern business. It provides benefits such as increased efficiency, better decision making, and improved ROI. [ID: 1305]|{"account_id": "ACC-040", "region": "Northeast", "product_line": "Cloud"}
user-003|semantic|Customer Data Platform is a key metric for business performance. It helps organizations make data-driven decisions. Critical for strategic planning and optimization. [ID: 1306]|{"account_id": "ACC-013", "region": "West", "product_line": "Integration"}
-user-002|knowledge_vault|HubSpot Configuration: URL: https://app.company.com, Access Token: 4ary43yhngo7h7vdy7t42zs98jvfhhpurzdy8lkj4mojie6dnvcggr2bil1v43v5, Webhook: https://hooks.company.com/spkfmqoeg79fjgt7s27wn0iaomy7fp0s, Settings: Retry: 3, Timeout: 94s [ID: 1307]|{"account_id": "ACC-184", "region": "West", "product_line": "Cloud"}
+user-002|knowledge|HubSpot Configuration: URL: https://app.company.com, Access Token: 4ary43yhngo7h7vdy7t42zs98jvfhhpurzdy8lkj4mojie6dnvcggr2bil1v43v5, Webhook: https://hooks.company.com/spkfmqoeg79fjgt7s27wn0iaomy7fp0s, Settings: Retry: 3, Timeout: 94s [ID: 1307]|{"account_id": "ACC-184", "region": "West", "product_line": "Cloud"}
user-003|semantic|Net Promoter Score refers to the measurement of business outcomes. Key characteristics include measurable outcomes, actionable insights, and continuous improvement. [ID: 1308]|{"account_id": "ACC-093", "region": "International", "product_line": "Marketing"}
user-003|resource|# Product Pricing Guide
@@ -4461,15 +4461,15 @@ We will implement aggressive tactics to achieve our objectives. This includes hi
## Action Items
1) Complete by end of month 2) Review weekly progress 3) Adjust strategy as needed [ID: 1309]|{"account_id": "ACC-138", "region": "International", "product_line": "Platform"}
-user-002|knowledge_vault|Marketing Platform Credentials: API Key: sk_c5i2e0a5xlwrrlx4706qesb7yzdfndgi, Secret: 5X3TU0U9209JGC5YBKOL7YX89SD7OUWHC79HHQLG, Endpoint: https://api.system.com/v1, Region: ap-southeast-1 [ID: 1310]|{"account_id": "ACC-157", "region": "Midwest", "product_line": "Cloud"}
+user-002|knowledge|Marketing Platform Credentials: API Key: sk_c5i2e0a5xlwrrlx4706qesb7yzdfndgi, Secret: 5X3TU0U9209JGC5YBKOL7YX89SD7OUWHC79HHQLG, Endpoint: https://api.system.com/v1, Region: ap-southeast-1 [ID: 1310]|{"account_id": "ACC-157", "region": "Midwest", "product_line": "Cloud"}
user-004|procedural|My sales qualification process: First, Address concerns and objections. Second, Prepare detailed proposal. Third, Negotiate terms and pricing. Fourth, Monitor progress closely. Finally, Finalize documentation. [ID: 1311]|{"account_id": "ACC-048", "region": "Northeast", "product_line": "Integration"}
user-004|episodic|On Friday at 11:30 AM, I had a contract negotiation with Global Enterprises. We discussed new feature requirements and agreed to extend contract. [ID: 1312]|{"account_id": "ACC-027", "region": "West", "product_line": "Enterprise"}
user-005|episodic|Yesterday at 14:30 PM, I conducted a consultation for FinTech Solutions. They requested a follow-up. [ID: 1313]|{"account_id": "ACC-006", "region": "Southwest", "product_line": "Analytics"}
-user-002|knowledge_vault|Stripe Configuration: URL: https://portal.company.com, Access Token: bnchw1whktrbic3htfyol3u627r1xbwi3cwu1t4e71szc9fl1ayanrflkt8iu76m, Webhook: https://hooks.company.com/0aifmn4m552hcp8dve4lmghzxvhmovw9, Settings: Retry: 7, Timeout: 109s [ID: 1314]|{"account_id": "ACC-008", "region": "West", "product_line": "Enterprise"}
+user-002|knowledge|Stripe Configuration: URL: https://portal.company.com, Access Token: bnchw1whktrbic3htfyol3u627r1xbwi3cwu1t4e71szc9fl1ayanrflkt8iu76m, Webhook: https://hooks.company.com/0aifmn4m552hcp8dve4lmghzxvhmovw9, Settings: Retry: 7, Timeout: 109s [ID: 1314]|{"account_id": "ACC-008", "region": "West", "product_line": "Enterprise"}
user-001|episodic|Yesterday at 16:00 PM, I conducted a consultation for DataVision Inc. The feedback was very positive. [ID: 1315]|{"account_id": "ACC-048", "region": "Southwest", "product_line": "Operations"}
user-002|semantic|Sales Velocity refers to the measurement of business outcomes. Key characteristics include measurable outcomes, actionable insights, and continuous improvement. [ID: 1316]|{"account_id": "ACC-122", "region": "International", "product_line": "Operations"}
user-001|episodic|Last Monday, I attended Industry Summit at New York. Met 24 potential leads and scheduled 11 follow-up meetings. [ID: 1317]|{"account_id": "ACC-190", "region": "Central", "product_line": "Integration"}
-user-002|knowledge_vault|Zendesk Configuration: URL: https://dashboard.company.com, Access Token: vppglu77m1eqxugndu0f287m7f6b7ng8gwbzebge9q8fmg5sh69ur345far043nq, Webhook: https://hooks.company.com/srhapzgyz3nr49evvu0fnosbxwfciofm, Settings: Retry: 10, Timeout: 42s [ID: 1318]|{"account_id": "ACC-070", "region": "South", "product_line": "Financial"}
+user-002|knowledge|Zendesk Configuration: URL: https://dashboard.company.com, Access Token: vppglu77m1eqxugndu0f287m7f6b7ng8gwbzebge9q8fmg5sh69ur345far043nq, Webhook: https://hooks.company.com/srhapzgyz3nr49evvu0fnosbxwfciofm, Settings: Retry: 10, Timeout: 42s [ID: 1318]|{"account_id": "ACC-070", "region": "South", "product_line": "Financial"}
user-005|resource|# Q4 Sales Strategy
## Overview
@@ -4487,7 +4487,7 @@ We will implement aggressive tactics to achieve our objectives. This includes hi
1) Complete by mid-year 2) Review weekly progress 3) Adjust strategy as needed [ID: 1319]|{"account_id": "ACC-199", "region": "International", "product_line": "Security"}
user-001|semantic|Account-Based Marketing is an essential tool for modern business. It provides benefits such as increased efficiency, better decision making, and improved ROI. [ID: 1320]|{"account_id": "ACC-078", "region": "International", "product_line": "Cloud"}
user-004|semantic|CRM Platform is an essential tool for modern business. It provides benefits such as increased efficiency, better decision making, and improved ROI. [ID: 1321]|{"account_id": "ACC-124", "region": "East", "product_line": "Analytics"}
-user-002|knowledge_vault|Staging Environment Access: Server: dev-db-6.company.com, Port: 6379, Username: admin_1471, Password: R#pcMOY1yL4UmHUK, Additional: SSL: Required, Timeout: 18s [ID: 1322]|{"account_id": "ACC-122", "region": "Southwest", "product_line": "Security"}
+user-002|knowledge|Staging Environment Access: Server: dev-db-6.company.com, Port: 6379, Username: admin_1471, Password: R#pcMOY1yL4UmHUK, Additional: SSL: Required, Timeout: 18s [ID: 1322]|{"account_id": "ACC-122", "region": "Southwest", "product_line": "Security"}
user-001|episodic|This morning at 11:00 PM, I closed a deal with Digital Dynamics worth $328K annually. The contract was signed after 3 months of negotiations. [ID: 1323]|{"account_id": "ACC-126", "region": "South", "product_line": "Enterprise"}
user-001|core|Grace Taylor here - I'm the Account Executive for NextGen Tech's engineering team. [ID: 1324]|{"account_id": "ACC-152", "region": "Northeast", "product_line": "Analytics"}
user-002|semantic|Account-Based Marketing is a key metric for business performance. It helps organizations make data-driven decisions. Critical for strategic planning and optimization. [ID: 1325]|{"account_id": "ACC-191", "region": "Central", "product_line": "Marketing"}
@@ -4496,12 +4496,12 @@ user-003|semantic|Account-Based Marketing is an essential tool for modern busine
user-002|semantic|Account-Based Marketing is a key metric for business performance. It helps organizations make data-driven decisions. Critical for strategic planning and optimization. [ID: 1328]|{"account_id": "ACC-160", "region": "Northeast", "product_line": "Security"}
user-004|episodic|Yesterday at 12:30 PM, I conducted a consultation for TechCorp. Deal moved to final stage. [ID: 1329]|{"account_id": "ACC-018", "region": "Southwest", "product_line": "Enterprise"}
user-002|semantic|Customer Data Platform is an essential tool for modern business. It provides benefits such as increased efficiency, better decision making, and improved ROI. [ID: 1330]|{"account_id": "ACC-176", "region": "South", "product_line": "Security"}
-user-004|knowledge_vault|Backup Server Access: Server: staging-db-8.company.com, Port: 8080, Username: admin_6069, Password: j%%5VoGUWAMJ#U0c, Additional: SSL: Required, Timeout: 27s [ID: 1331]|{"account_id": "ACC-144", "region": "Central", "product_line": "Operations"}
+user-004|knowledge|Backup Server Access: Server: staging-db-8.company.com, Port: 8080, Username: admin_6069, Password: j%%5VoGUWAMJ#U0c, Additional: SSL: Required, Timeout: 27s [ID: 1331]|{"account_id": "ACC-144", "region": "Central", "product_line": "Operations"}
user-004|semantic|Conversation Intelligence is a key metric for business performance. It helps organizations make data-driven decisions. Critical for strategic planning and optimization. [ID: 1332]|{"account_id": "ACC-127", "region": "West", "product_line": "SMB"}
-user-005|knowledge_vault|Payment Gateway Credentials: API Key: sk_ctkevp6ja45pa0oygl7a2t2usg1n5cv6, Secret: 3AW2PC1RK4BZQ1VS2CQVANPKC8QCTDX9H3P0ZZVO, Endpoint: https://api.service.com/v2, Region: us-east-1 [ID: 1333]|{"account_id": "ACC-101", "region": "Midwest", "product_line": "Security"}
+user-005|knowledge|Payment Gateway Credentials: API Key: sk_ctkevp6ja45pa0oygl7a2t2usg1n5cv6, Secret: 3AW2PC1RK4BZQ1VS2CQVANPKC8QCTDX9H3P0ZZVO, Endpoint: https://api.service.com/v2, Region: us-east-1 [ID: 1333]|{"account_id": "ACC-101", "region": "Midwest", "product_line": "Security"}
user-005|semantic|CRM Platform is a key metric for business performance. It helps organizations make data-driven decisions. Critical for strategic planning and optimization. [ID: 1334]|{"account_id": "ACC-125", "region": "East", "product_line": "Analytics"}
-user-003|knowledge_vault|Monitoring System Access: Server: staging-db-10.company.com, Port: 3306, Username: admin_8233, Password: !k39qVLpE28!GWAG, Additional: SSL: Required, Timeout: 54s [ID: 1335]|{"account_id": "ACC-152", "region": "Southwest", "product_line": "Operations"}
-user-002|knowledge_vault|Backup Server Access: Server: dev-db-5.company.com, Port: 27017, Username: admin_4478, Password: txl1I9HU#PoSYkr$, Additional: SSL: Required, Timeout: 50s [ID: 1336]|{"account_id": "ACC-123", "region": "Northwest", "product_line": "Cloud"}
+user-003|knowledge|Monitoring System Access: Server: staging-db-10.company.com, Port: 3306, Username: admin_8233, Password: !k39qVLpE28!GWAG, Additional: SSL: Required, Timeout: 54s [ID: 1335]|{"account_id": "ACC-152", "region": "Southwest", "product_line": "Operations"}
+user-002|knowledge|Backup Server Access: Server: dev-db-5.company.com, Port: 27017, Username: admin_4478, Password: txl1I9HU#PoSYkr$, Additional: SSL: Required, Timeout: 50s [ID: 1336]|{"account_id": "ACC-123", "region": "Northwest", "product_line": "Cloud"}
user-004|episodic|This morning at 16:30 AM, I closed a deal with CloudSystems worth $442K annually. The contract was signed after 3 months of negotiations. [ID: 1337]|{"account_id": "ACC-165", "region": "Southeast", "product_line": "Financial"}
user-001|resource|# Comprehensive Compensation Plan
@@ -4536,17 +4536,17 @@ Always validate throughout the process
## Resources
Training materials available on internal portal [ID: 1342]|{"account_id": "ACC-157", "region": "International", "product_line": "Integration"}
-user-001|knowledge_vault|Salesforce Configuration: URL: https://portal.company.com, Access Token: cq18eqsz20nhs53qbm9uiocxs6dy4z2fak7rnwfmcyupl8pgd3x7i4f3eg05utb1, Webhook: https://hooks.company.com/osr1f5kl24m6wn2yhuo2n1ljqwqn1shw, Settings: Retry: 7, Timeout: 32s [ID: 1343]|{"account_id": "ACC-147", "region": "Midwest", "product_line": "Cloud"}
+user-001|knowledge|Salesforce Configuration: URL: https://portal.company.com, Access Token: cq18eqsz20nhs53qbm9uiocxs6dy4z2fak7rnwfmcyupl8pgd3x7i4f3eg05utb1, Webhook: https://hooks.company.com/osr1f5kl24m6wn2yhuo2n1ljqwqn1shw, Settings: Retry: 7, Timeout: 32s [ID: 1343]|{"account_id": "ACC-147", "region": "Midwest", "product_line": "Cloud"}
user-002|semantic|Customer Lifetime Value is an essential tool for modern business. It provides benefits such as increased efficiency, better decision making, and improved ROI. [ID: 1344]|{"account_id": "ACC-119", "region": "Southeast", "product_line": "SMB"}
user-005|episodic|On Friday, I had a call with CloudSystems regarding billing discrepancy. We resolved the problem within 7 hours and they agreed to extend the trial. [ID: 1345]|{"account_id": "ACC-044", "region": "Southeast", "product_line": "Financial"}
user-002|procedural|Contract negotiation workflow: Step 1 - Negotiate terms and pricing. Step 2 - Collect feedback regularly. Step 3 - Prepare detailed proposal. Step 4 - Address concerns and objections. Step 5 - Schedule implementation. [ID: 1346]|{"account_id": "ACC-156", "region": "Northeast", "product_line": "Cloud"}
-user-005|knowledge_vault|VPN Gateway Access: Server: dev-db-6.company.com, Port: 3306, Username: admin_3479, Password: 80Y4Mj%ERcKB5YFW, Additional: SSL: Required, Timeout: 26s [ID: 1347]|{"account_id": "ACC-074", "region": "Central", "product_line": "Financial"}
+user-005|knowledge|VPN Gateway Access: Server: dev-db-6.company.com, Port: 3306, Username: admin_3479, Password: 80Y4Mj%ERcKB5YFW, Additional: SSL: Required, Timeout: 26s [ID: 1347]|{"account_id": "ACC-074", "region": "Central", "product_line": "Financial"}
user-005|episodic|This morning at 13:00 AM, I closed a deal with Digital Dynamics worth $471K annually. The contract was signed after 3 months of negotiations. [ID: 1348]|{"account_id": "ACC-163", "region": "Southwest", "product_line": "Marketing"}
user-005|episodic|Yesterday at 9:30 PM, I conducted a presentation for Smart Solutions. The feedback was very positive. [ID: 1349]|{"account_id": "ACC-057", "region": "East", "product_line": "Security"}
user-003|core|Emma Wilson here - I'm the Business Development Manager for FinTech Solutions's marketing team. [ID: 1350]|{"account_id": "ACC-180", "region": "Southwest", "product_line": "Operations"}
user-002|core|Profile update: Bob Smith, Customer Success Manager position at Digital Dynamics, responsible for product development. [ID: 1351]|{"account_id": "ACC-049", "region": "Southwest", "product_line": "SMB"}
user-004|semantic|Sales Intelligence is a key metric for business performance. It helps organizations make data-driven decisions. Critical for strategic planning and optimization. [ID: 1352]|{"account_id": "ACC-074", "region": "South", "product_line": "Operations"}
-user-004|knowledge_vault|Zendesk Configuration: URL: https://portal.company.com, Access Token: hwjisq2jubbwchhv1gewth0vwfb1aw3onzrtf2o0akv0agujbpfylqes21ynqq58, Webhook: https://hooks.company.com/hl9ux083ha76qg6fbleqi86q6oqksp9h, Settings: Retry: 3, Timeout: 110s [ID: 1353]|{"account_id": "ACC-114", "region": "South", "product_line": "Enterprise"}
+user-004|knowledge|Zendesk Configuration: URL: https://portal.company.com, Access Token: hwjisq2jubbwchhv1gewth0vwfb1aw3onzrtf2o0akv0agujbpfylqes21ynqq58, Webhook: https://hooks.company.com/hl9ux083ha76qg6fbleqi86q6oqksp9h, Settings: Retry: 3, Timeout: 110s [ID: 1353]|{"account_id": "ACC-114", "region": "South", "product_line": "Enterprise"}
user-001|resource|# Complete Q4 Sales Strategy
## Purpose
@@ -4564,7 +4564,7 @@ Always document throughout the process
Training materials available on internal portal [ID: 1354]|{"account_id": "ACC-170", "region": "Southeast", "product_line": "SMB"}
user-003|episodic|This morning at 16:30 AM, I closed a deal with Smart Solutions worth $370K annually. The contract was signed after 4 months of negotiations. [ID: 1355]|{"account_id": "ACC-074", "region": "West", "product_line": "Enterprise"}
user-003|core|I'm David Lee, working as Marketing Director in DataVision Inc. My key expertise is in AI solutions. [ID: 1356]|{"account_id": "ACC-101", "region": "South", "product_line": "Enterprise"}
-user-004|knowledge_vault|Communication Service Credentials: API Key: sk_sk6nnsyj45erqp001th1hn4j7tprpxll, Secret: MRB0KS1Y1TNH3NPFKXLBVNJUTMU44UEX5ZCJFHJB, Endpoint: https://api.system.com/v3, Region: ap-southeast-1 [ID: 1357]|{"account_id": "ACC-145", "region": "East", "product_line": "Security"}
+user-004|knowledge|Communication Service Credentials: API Key: sk_sk6nnsyj45erqp001th1hn4j7tprpxll, Secret: MRB0KS1Y1TNH3NPFKXLBVNJUTMU44UEX5ZCJFHJB, Endpoint: https://api.system.com/v3, Region: ap-southeast-1 [ID: 1357]|{"account_id": "ACC-145", "region": "East", "product_line": "Security"}
user-003|procedural|My customer onboarding process: First, Identify key stakeholders. Second, Negotiate terms and pricing. Third, Monitor progress closely. Fourth, Document lessons learned. Finally, Conduct initial assessment. [ID: 1358]|{"account_id": "ACC-041", "region": "Southwest", "product_line": "Platform"}
user-003|core|Profile update: Emma Wilson, Account Executive position at Global Enterprises, responsible for customer retention. [ID: 1359]|{"account_id": "ACC-111", "region": "Northeast", "product_line": "Marketing"}
user-003|semantic|Customer Churn is a key metric for business performance. It helps organizations make data-driven decisions. Critical for strategic planning and optimization. [ID: 1360]|{"account_id": "ACC-006", "region": "East", "product_line": "Cloud"}
@@ -4701,7 +4701,7 @@ user-003|procedural|Onboarding checklist: 1) Present to decision makers. 2) Prep
user-001|semantic|Sales Velocity refers to the measurement of business outcomes. Key characteristics include measurable outcomes, actionable insights, and continuous improvement. [ID: 1393]|{"account_id": "ACC-105", "region": "South", "product_line": "Security"}
user-003|episodic|On Friday at 8:30 PM, I had a product demo with DataVision Inc. We discussed performance metrics and received approval for pilot program. [ID: 1394]|{"account_id": "ACC-137", "region": "Northwest", "product_line": "Analytics"}
user-005|procedural|My sales qualification process: First, Negotiate terms and pricing. Second, Identify key stakeholders. Third, Schedule implementation. Fourth, Address concerns and objections. Finally, Finalize documentation. [ID: 1395]|{"account_id": "ACC-142", "region": "Midwest", "product_line": "Platform"}
-user-002|knowledge_vault|Payment Gateway Credentials: API Key: sk_m2hj6yjoh0apdh92hxsdmnwk8tt4afej, Secret: 32QVR7RNGPM00GEAIC0UCI1WOBDEYLBBGF34QO8Y, Endpoint: https://api.system.com/v2, Region: us-west-2 [ID: 1396]|{"account_id": "ACC-160", "region": "South", "product_line": "Platform"}
+user-002|knowledge|Payment Gateway Credentials: API Key: sk_m2hj6yjoh0apdh92hxsdmnwk8tt4afej, Secret: 32QVR7RNGPM00GEAIC0UCI1WOBDEYLBBGF34QO8Y, Endpoint: https://api.system.com/v2, Region: us-west-2 [ID: 1396]|{"account_id": "ACC-160", "region": "South", "product_line": "Platform"}
user-001|resource|# Comprehensive Customer Success Playbook
## Purpose
@@ -4719,25 +4719,25 @@ Always document throughout the process
Training materials available on internal portal [ID: 1397]|{"account_id": "ACC-200", "region": "Northwest", "product_line": "Cloud"}
user-005|episodic|Yesterday at 17:00 PM, I conducted a presentation for FinTech Solutions. They requested a follow-up. [ID: 1398]|{"account_id": "ACC-032", "region": "East", "product_line": "Security"}
user-003|core|Profile update: Henry Brown, Marketing Director position at FinTech Solutions, responsible for customer retention. [ID: 1399]|{"account_id": "ACC-101", "region": "International", "product_line": "Cloud"}
-user-003|knowledge_vault|Integration Hub Credentials: API Key: sk_9yhtpi9dah1dbd126r04v1rc1xsj2d5f, Secret: 2DZABK7U69T3YXHVN6R65ODUGV9WSTWAZW8GPCW8, Endpoint: https://api.service.com/v3, Region: eu-west-1 [ID: 1400]|{"account_id": "ACC-096", "region": "South", "product_line": "SMB"}
+user-003|knowledge|Integration Hub Credentials: API Key: sk_9yhtpi9dah1dbd126r04v1rc1xsj2d5f, Secret: 2DZABK7U69T3YXHVN6R65ODUGV9WSTWAZW8GPCW8, Endpoint: https://api.service.com/v3, Region: eu-west-1 [ID: 1400]|{"account_id": "ACC-096", "region": "South", "product_line": "SMB"}
user-001|semantic|Customer Churn refers to the measurement of business outcomes. Key characteristics include measurable outcomes, actionable insights, and continuous improvement. [ID: 1401]|{"account_id": "ACC-010", "region": "Central", "product_line": "Cloud"}
-user-003|knowledge_vault|Communication Service Credentials: API Key: sk_7r3tcayschz0y0tqdgoi6tknaf3ipvmp, Secret: ZVHVPZSUR96S0YUPVOCUE7UR6QJC9X6XI2AAP9T7, Endpoint: https://api.platform.com/v3, Region: us-west-2 [ID: 1402]|{"account_id": "ACC-158", "region": "International", "product_line": "Marketing"}
+user-003|knowledge|Communication Service Credentials: API Key: sk_7r3tcayschz0y0tqdgoi6tknaf3ipvmp, Secret: ZVHVPZSUR96S0YUPVOCUE7UR6QJC9X6XI2AAP9T7, Endpoint: https://api.platform.com/v3, Region: us-west-2 [ID: 1402]|{"account_id": "ACC-158", "region": "International", "product_line": "Marketing"}
user-005|procedural|Deal approval workflow: Step 1 - Negotiate terms and pricing. Step 2 - Present to decision makers. Step 3 - Conduct initial assessment. Step 4 - Collect feedback regularly. Step 5 - Identify key stakeholders. [ID: 1403]|{"account_id": "ACC-151", "region": "Southwest", "product_line": "Security"}
user-001|semantic|Sales Velocity is a key metric for business performance. It helps organizations make data-driven decisions. Critical for strategic planning and optimization. [ID: 1404]|{"account_id": "ACC-155", "region": "Southeast", "product_line": "Security"}
user-001|core|My name is Grace Taylor and I work as a Customer Success Manager at TechCorp. I specialize in data analytics. [ID: 1405]|{"account_id": "ACC-177", "region": "Central", "product_line": "Financial"}
-user-004|knowledge_vault|Stripe Configuration: URL: https://app.company.com, Access Token: nr9j5jemfwp49y1c7v3ucs5ir4201ayswjmno3irhk00hv4vz0r09mwh8rgpjnv2, Webhook: https://hooks.company.com/op11rds39gkfkcwa4jxhlljh3sb527xz, Settings: Retry: 3, Timeout: 76s [ID: 1406]|{"account_id": "ACC-104", "region": "Central", "product_line": "Analytics"}
-user-002|knowledge_vault|Salesforce API Credentials: API Key: sk_2rss5yxtag6dl3jsg60bers097bmep4z, Secret: 0MFDTVT6LY8DTK80NJA0BOB8IMTYKFAZGFJH5S2Y, Endpoint: https://api.service.com/v2, Region: eu-west-1 [ID: 1407]|{"account_id": "ACC-032", "region": "International", "product_line": "Cloud"}
+user-004|knowledge|Stripe Configuration: URL: https://app.company.com, Access Token: nr9j5jemfwp49y1c7v3ucs5ir4201ayswjmno3irhk00hv4vz0r09mwh8rgpjnv2, Webhook: https://hooks.company.com/op11rds39gkfkcwa4jxhlljh3sb527xz, Settings: Retry: 3, Timeout: 76s [ID: 1406]|{"account_id": "ACC-104", "region": "Central", "product_line": "Analytics"}
+user-002|knowledge|Salesforce API Credentials: API Key: sk_2rss5yxtag6dl3jsg60bers097bmep4z, Secret: 0MFDTVT6LY8DTK80NJA0BOB8IMTYKFAZGFJH5S2Y, Endpoint: https://api.service.com/v2, Region: eu-west-1 [ID: 1407]|{"account_id": "ACC-032", "region": "International", "product_line": "Cloud"}
user-005|core|Jack Anderson here - I'm the VP of Operations for CloudSystems's operations team. [ID: 1408]|{"account_id": "ACC-152", "region": "East", "product_line": "Security"}
user-003|semantic|Conversation Intelligence refers to the measurement of business outcomes. Key characteristics include measurable outcomes, actionable insights, and continuous improvement. [ID: 1409]|{"account_id": "ACC-067", "region": "South", "product_line": "SMB"}
user-002|semantic|Marketing Automation refers to the measurement of business outcomes. Key characteristics include measurable outcomes, actionable insights, and continuous improvement. [ID: 1410]|{"account_id": "ACC-046", "region": "Central", "product_line": "Integration"}
user-005|episodic|Yesterday at 14:30 AM, I conducted a consultation for DataVision Inc. The feedback was very positive. [ID: 1411]|{"account_id": "ACC-093", "region": "South", "product_line": "Analytics"}
user-001|core|David Lee here - I'm the Senior Sales Manager for FinTech Solutions's marketing team. [ID: 1412]|{"account_id": "ACC-003", "region": "Central", "product_line": "Marketing"}
-user-002|knowledge_vault|Stripe Configuration: URL: https://portal.company.com, Access Token: dw61jeiktthbuacifph8xznkk5i915lgh88xpxv8axxln2hz5pobj3uhc7nhrdgo, Webhook: https://hooks.company.com/58gnsdwj7pa29a2ytvmi8nzi37pj6jhe, Settings: Retry: 8, Timeout: 67s [ID: 1413]|{"account_id": "ACC-052", "region": "Southwest", "product_line": "Integration"}
+user-002|knowledge|Stripe Configuration: URL: https://portal.company.com, Access Token: dw61jeiktthbuacifph8xznkk5i915lgh88xpxv8axxln2hz5pobj3uhc7nhrdgo, Webhook: https://hooks.company.com/58gnsdwj7pa29a2ytvmi8nzi37pj6jhe, Settings: Retry: 8, Timeout: 67s [ID: 1413]|{"account_id": "ACC-052", "region": "Southwest", "product_line": "Integration"}
user-005|procedural|My sales qualification process: First, Conduct initial assessment. Second, Schedule implementation. Third, Collect feedback regularly. Fourth, Negotiate terms and pricing. Finally, Prepare detailed proposal. [ID: 1414]|{"account_id": "ACC-177", "region": "East", "product_line": "Marketing"}
user-002|semantic|Digital Sales Room refers to the measurement of business outcomes. Key characteristics include measurable outcomes, actionable insights, and continuous improvement. [ID: 1415]|{"account_id": "ACC-173", "region": "East", "product_line": "Marketing"}
user-003|semantic|Customer Lifetime Value is a key metric for business performance. It helps organizations make data-driven decisions. Critical for strategic planning and optimization. [ID: 1416]|{"account_id": "ACC-138", "region": "Southeast", "product_line": "Analytics"}
user-001|semantic|Sales Velocity refers to the measurement of business outcomes. Key characteristics include measurable outcomes, actionable insights, and continuous improvement. [ID: 1417]|{"account_id": "ACC-140", "region": "Central", "product_line": "Analytics"}
-user-001|knowledge_vault|Payment Gateway Credentials: API Key: sk_06enl2p39a6ztzsg5i5ce2e6yze8y6b4, Secret: 1Z048F1AAMATR0NCFRQ2GFP3CLERLDNVSBZE5IRW, Endpoint: https://api.service.com/v1, Region: eu-west-1 [ID: 1418]|{"account_id": "ACC-188", "region": "West", "product_line": "Marketing"}
+user-001|knowledge|Payment Gateway Credentials: API Key: sk_06enl2p39a6ztzsg5i5ce2e6yze8y6b4, Secret: 1Z048F1AAMATR0NCFRQ2GFP3CLERLDNVSBZE5IRW, Endpoint: https://api.service.com/v1, Region: eu-west-1 [ID: 1418]|{"account_id": "ACC-188", "region": "West", "product_line": "Marketing"}
user-001|procedural|Onboarding checklist: 1) Address concerns and objections. 2) Collect feedback regularly. 3) Conduct initial assessment. 4) Document lessons learned. 5) Review requirements thoroughly. [ID: 1419]|{"account_id": "ACC-044", "region": "Midwest", "product_line": "Marketing"}
user-005|procedural|Forecasting workflow: Step 1 - Document lessons learned. Step 2 - Finalize documentation. Step 3 - Prepare detailed proposal. Step 4 - Collect feedback regularly. Step 5 - Review requirements thoroughly. [ID: 1420]|{"account_id": "ACC-185", "region": "Central", "product_line": "Cloud"}
user-001|semantic|Account-Based Marketing is an essential tool for modern business. It provides benefits such as increased efficiency, better decision making, and improved ROI. [ID: 1421]|{"account_id": "ACC-127", "region": "Midwest", "product_line": "Platform"}
@@ -4759,7 +4759,7 @@ We will implement aggressive tactics to achieve our objectives. This includes hi
1) Complete by end of month 2) Review weekly progress 3) Adjust strategy as needed [ID: 1423]|{"account_id": "ACC-076", "region": "West", "product_line": "SMB"}
user-005|core|I'm Alice Johnson, working as Sales Engineer in Innovation Labs. My key expertise is in digital transformation. [ID: 1424]|{"account_id": "ACC-117", "region": "Central", "product_line": "Financial"}
user-002|core|I'm Carol Davis, working as Customer Success Manager in Digital Dynamics. My key expertise is in enterprise sales. [ID: 1425]|{"account_id": "ACC-099", "region": "Northeast", "product_line": "Analytics"}
-user-004|knowledge_vault|Stripe Configuration: URL: https://app.company.com, Access Token: 4xjapwskpma3a02m761dl2tbpnll51k5nfcxuv0sschvf97xdff9dwd3x1lbrw7f, Webhook: https://hooks.company.com/n4dy5trv5t1kwonl47t3i37ez1qipqet, Settings: Retry: 7, Timeout: 51s [ID: 1426]|{"account_id": "ACC-198", "region": "Southeast", "product_line": "Operations"}
+user-004|knowledge|Stripe Configuration: URL: https://app.company.com, Access Token: 4xjapwskpma3a02m761dl2tbpnll51k5nfcxuv0sschvf97xdff9dwd3x1lbrw7f, Webhook: https://hooks.company.com/n4dy5trv5t1kwonl47t3i37ez1qipqet, Settings: Retry: 7, Timeout: 51s [ID: 1426]|{"account_id": "ACC-198", "region": "Southeast", "product_line": "Operations"}
user-002|resource|# Essential Sales Enablement Plan
## Purpose
@@ -4879,7 +4879,7 @@ We will implement aggressive tactics to achieve our objectives. This includes hi
1) Complete by mid-year 2) Review weekly progress 3) Adjust strategy as needed [ID: 1445]|{"account_id": "ACC-164", "region": "West", "product_line": "Analytics"}
user-004|semantic|Pipeline Coverage is an essential tool for modern business. It provides benefits such as increased efficiency, better decision making, and improved ROI. [ID: 1446]|{"account_id": "ACC-108", "region": "Central", "product_line": "SMB"}
user-001|core|I'm Iris Martinez, working as Sales Engineer in Digital Dynamics. My key expertise is in technical consulting. [ID: 1447]|{"account_id": "ACC-031", "region": "Northeast", "product_line": "Marketing"}
-user-003|knowledge_vault|VPN Gateway Access: Server: prod-db-4.company.com, Port: 27017, Username: admin_8548, Password: vKpO6Xllyu9PeIuP, Additional: SSL: Required, Timeout: 51s [ID: 1448]|{"account_id": "ACC-155", "region": "Southeast", "product_line": "Integration"}
+user-003|knowledge|VPN Gateway Access: Server: prod-db-4.company.com, Port: 27017, Username: admin_8548, Password: vKpO6Xllyu9PeIuP, Additional: SSL: Required, Timeout: 51s [ID: 1448]|{"account_id": "ACC-155", "region": "Southeast", "product_line": "Integration"}
user-002|procedural|Customer handoff workflow: Step 1 - Negotiate terms and pricing. Step 2 - Conduct initial assessment. Step 3 - Review requirements thoroughly. Step 4 - Collect feedback regularly. Step 5 - Present to decision makers. [ID: 1449]|{"account_id": "ACC-075", "region": "Southeast", "product_line": "Enterprise"}
user-002|semantic|Marketing Automation refers to the measurement of business outcomes. Key characteristics include measurable outcomes, actionable insights, and continuous improvement. [ID: 1450]|{"account_id": "ACC-169", "region": "Southeast", "product_line": "Financial"}
user-001|resource|# Customer Success Playbook
@@ -4912,8 +4912,8 @@ We will implement strategic tactics to achieve our objectives. This includes hir
## Action Items
1) Complete by mid-year 2) Review weekly progress 3) Adjust strategy as needed [ID: 1452]|{"account_id": "ACC-017", "region": "Southeast", "product_line": "Platform"}
-user-002|knowledge_vault|Marketing Platform Credentials: API Key: sk_wr4ico0icdd78jyxrt9wtn6n02fb4pxp, Secret: REFJKKHT3OEHSWAQUTPUZ0EIH50E49D2L9WCWWH3, Endpoint: https://api.platform.com/v2, Region: ap-southeast-1 [ID: 1453]|{"account_id": "ACC-082", "region": "Southwest", "product_line": "Security"}
-user-005|knowledge_vault|Azure Credentials: API Key: sk_y8lapxjmoxr5xegjsuen9qpnbb0w1n0y, Secret: HHLR2L5I0FYHVDJYA8NLO8UBG93523SUMC1N2KLY, Endpoint: https://api.platform.com/v3, Region: us-west-2 [ID: 1454]|{"account_id": "ACC-148", "region": "Northwest", "product_line": "Marketing"}
+user-002|knowledge|Marketing Platform Credentials: API Key: sk_wr4ico0icdd78jyxrt9wtn6n02fb4pxp, Secret: REFJKKHT3OEHSWAQUTPUZ0EIH50E49D2L9WCWWH3, Endpoint: https://api.platform.com/v2, Region: ap-southeast-1 [ID: 1453]|{"account_id": "ACC-082", "region": "Southwest", "product_line": "Security"}
+user-005|knowledge|Azure Credentials: API Key: sk_y8lapxjmoxr5xegjsuen9qpnbb0w1n0y, Secret: HHLR2L5I0FYHVDJYA8NLO8UBG93523SUMC1N2KLY, Endpoint: https://api.platform.com/v3, Region: us-west-2 [ID: 1454]|{"account_id": "ACC-148", "region": "Northwest", "product_line": "Marketing"}
user-003|core|Jack Anderson here - I'm the Marketing Director for DataVision Inc's engineering team. [ID: 1455]|{"account_id": "ACC-010", "region": "Southwest", "product_line": "Marketing"}
user-002|semantic|Pipeline Coverage is a key metric for business performance. It helps organizations make data-driven decisions. Critical for strategic planning and optimization. [ID: 1456]|{"account_id": "ACC-174", "region": "East", "product_line": "Financial"}
user-005|core|Profile update: Henry Brown, Marketing Director position at Global Enterprises, responsible for team leadership. [ID: 1457]|{"account_id": "ACC-031", "region": "Southeast", "product_line": "Analytics"}
@@ -5000,7 +5000,7 @@ We will implement focused tactics to achieve our objectives. This includes hirin
## Action Items
1) Complete by end of quarter 2) Review weekly progress 3) Adjust strategy as needed [ID: 1470]|{"account_id": "ACC-092", "region": "Southeast", "product_line": "Financial"}
-user-002|knowledge_vault|Slack Configuration: URL: https://dashboard.company.com, Access Token: tth8nbdikrll6fadhdd3myetr5q91pmzwgov7zqstgxn0qp6qgjf16dx4ec96x4w, Webhook: https://hooks.company.com/yj5on57kx781bhi0gzbc32vwsa24vob9, Settings: Retry: 7, Timeout: 59s [ID: 1471]|{"account_id": "ACC-065", "region": "International", "product_line": "Operations"}
+user-002|knowledge|Slack Configuration: URL: https://dashboard.company.com, Access Token: tth8nbdikrll6fadhdd3myetr5q91pmzwgov7zqstgxn0qp6qgjf16dx4ec96x4w, Webhook: https://hooks.company.com/yj5on57kx781bhi0gzbc32vwsa24vob9, Settings: Retry: 7, Timeout: 59s [ID: 1471]|{"account_id": "ACC-065", "region": "International", "product_line": "Operations"}
user-001|core|Jack Anderson here - I'm the Product Manager for Global Enterprises's sales team. [ID: 1472]|{"account_id": "ACC-102", "region": "Central", "product_line": "Platform"}
user-004|procedural|Review checklist: 1) Present to decision makers. 2) Address concerns and objections. 3) Prepare detailed proposal. 4) Schedule implementation. 5) Document lessons learned. [ID: 1473]|{"account_id": "ACC-162", "region": "South", "product_line": "Enterprise"}
user-003|resource|# Compensation Plan
@@ -5068,12 +5068,12 @@ We will implement strategic tactics to achieve our objectives. This includes hir
## Action Items
1) Complete by mid-year 2) Review weekly progress 3) Adjust strategy as needed [ID: 1481]|{"account_id": "ACC-018", "region": "Southeast", "product_line": "Security"}
user-004|procedural|Review checklist: 1) Finalize documentation. 2) Monitor progress closely. 3) Present to decision makers. 4) Prepare detailed proposal. 5) Schedule implementation. [ID: 1482]|{"account_id": "ACC-001", "region": "West", "product_line": "Marketing"}
-user-001|knowledge_vault|Data Warehouse Credentials: API Key: sk_qw4bxqlavxtlp3xl9bz0iw4px81764gt, Secret: Z07EY9MAW4WW124DWSF0JDRIQVXVLYWI0MHXZK7S, Endpoint: https://api.system.com/v2, Region: us-west-2 [ID: 1483]|{"account_id": "ACC-193", "region": "Southeast", "product_line": "Financial"}
+user-001|knowledge|Data Warehouse Credentials: API Key: sk_qw4bxqlavxtlp3xl9bz0iw4px81764gt, Secret: Z07EY9MAW4WW124DWSF0JDRIQVXVLYWI0MHXZK7S, Endpoint: https://api.system.com/v2, Region: us-west-2 [ID: 1483]|{"account_id": "ACC-193", "region": "Southeast", "product_line": "Financial"}
user-001|procedural|Forecasting workflow: Step 1 - Address concerns and objections. Step 2 - Conduct initial assessment. Step 3 - Identify key stakeholders. Step 4 - Finalize documentation. Step 5 - Collect feedback regularly. [ID: 1484]|{"account_id": "ACC-032", "region": "International", "product_line": "Financial"}
user-005|core|I'm Grace Taylor, CTO at Smart Solutions. My focus areas are AI solutions and data analytics. [ID: 1485]|{"account_id": "ACC-131", "region": "West", "product_line": "Cloud"}
user-005|episodic|Last Thursday, I attended Trade Show at San Francisco. Met 23 potential leads and scheduled 7 follow-up meetings. [ID: 1486]|{"account_id": "ACC-048", "region": "Southwest", "product_line": "Marketing"}
user-002|semantic|Pipeline Coverage refers to the measurement of business outcomes. Key characteristics include measurable outcomes, actionable insights, and continuous improvement. [ID: 1487]|{"account_id": "ACC-158", "region": "East", "product_line": "SMB"}
-user-004|knowledge_vault|Analytics Platform Access: Server: prod-db-2.company.com, Port: 3306, Username: admin_9114, Password: yD9obc0Jd3na!PHs, Additional: SSL: Required, Timeout: 23s [ID: 1488]|{"account_id": "ACC-032", "region": "Central", "product_line": "SMB"}
+user-004|knowledge|Analytics Platform Access: Server: prod-db-2.company.com, Port: 3306, Username: admin_9114, Password: yD9obc0Jd3na!PHs, Additional: SSL: Required, Timeout: 23s [ID: 1488]|{"account_id": "ACC-032", "region": "Central", "product_line": "SMB"}
user-003|episodic|This morning at 15:00 AM, I closed a deal with Global Enterprises worth $388K annually. The contract was signed after 2 months of negotiations. [ID: 1489]|{"account_id": "ACC-029", "region": "Southeast", "product_line": "Integration"}
user-003|core|I'm Henry Brown, working as CTO in CloudSystems. My key expertise is in business intelligence. [ID: 1490]|{"account_id": "ACC-081", "region": "Southwest", "product_line": "Cloud"}
user-002|resource|# Complete Compensation Plan
@@ -5092,12 +5092,12 @@ Always communicate throughout the process
## Resources
Training materials available on internal portal [ID: 1491]|{"account_id": "ACC-101", "region": "Southeast", "product_line": "Enterprise"}
user-002|procedural|Customer handoff workflow: Step 1 - Identify key stakeholders. Step 2 - Negotiate terms and pricing. Step 3 - Prepare detailed proposal. Step 4 - Present to decision makers. Step 5 - Document lessons learned. [ID: 1492]|{"account_id": "ACC-056", "region": "Midwest", "product_line": "Operations"}
-user-005|knowledge_vault|Azure Credentials: API Key: sk_ol2ugok38hk5shyun0tk4s7h4vynosi7, Secret: O6BSBJL7EH1S1C6A4IV3UY7HPUUWEFYF873JZB8X, Endpoint: https://api.platform.com/v3, Region: eu-west-1 [ID: 1493]|{"account_id": "ACC-062", "region": "Midwest", "product_line": "Operations"}
+user-005|knowledge|Azure Credentials: API Key: sk_ol2ugok38hk5shyun0tk4s7h4vynosi7, Secret: O6BSBJL7EH1S1C6A4IV3UY7HPUUWEFYF873JZB8X, Endpoint: https://api.platform.com/v3, Region: eu-west-1 [ID: 1493]|{"account_id": "ACC-062", "region": "Midwest", "product_line": "Operations"}
user-004|procedural|Forecasting workflow: Step 1 - Review requirements thoroughly. Step 2 - Collect feedback regularly. Step 3 - Document lessons learned. Step 4 - Identify key stakeholders. Step 5 - Monitor progress closely. [ID: 1494]|{"account_id": "ACC-076", "region": "Northeast", "product_line": "Platform"}
-user-005|knowledge_vault|Backup Server Access: Server: dev-db-8.company.com, Port: 8080, Username: admin_1261, Password: GsOF12aWYClS2d7K, Additional: SSL: Required, Timeout: 53s [ID: 1495]|{"account_id": "ACC-111", "region": "Midwest", "product_line": "Platform"}
+user-005|knowledge|Backup Server Access: Server: dev-db-8.company.com, Port: 8080, Username: admin_1261, Password: GsOF12aWYClS2d7K, Additional: SSL: Required, Timeout: 53s [ID: 1495]|{"account_id": "ACC-111", "region": "Midwest", "product_line": "Platform"}
user-001|semantic|Account-Based Marketing refers to the measurement of business outcomes. Key characteristics include measurable outcomes, actionable insights, and continuous improvement. [ID: 1496]|{"account_id": "ACC-026", "region": "International", "product_line": "Integration"}
-user-001|knowledge_vault|Salesforce Configuration: URL: https://portal.company.com, Access Token: hah0whawl8aaey74s5r09ii6cg9irq0o3t7kczmbgbs51d0p96dvexqkkp3bq0pn, Webhook: https://hooks.company.com/8wkzx5xsihzsqlt1jw9asf8iy8wa3tl9, Settings: Retry: 3, Timeout: 114s [ID: 1497]|{"account_id": "ACC-013", "region": "Central", "product_line": "Operations"}
-user-003|knowledge_vault|Salesforce Configuration: URL: https://app.company.com, Access Token: vdrh542u66pg6csgcw2x3s5b0c93lcg92usrnvghwayt9wav2d8lwbdzm3ggriz6, Webhook: https://hooks.company.com/y3ywi0ro2dc38ro9zitbv5rv9dmdsf71, Settings: Retry: 8, Timeout: 64s [ID: 1498]|{"account_id": "ACC-020", "region": "Midwest", "product_line": "Financial"}
+user-001|knowledge|Salesforce Configuration: URL: https://portal.company.com, Access Token: hah0whawl8aaey74s5r09ii6cg9irq0o3t7kczmbgbs51d0p96dvexqkkp3bq0pn, Webhook: https://hooks.company.com/8wkzx5xsihzsqlt1jw9asf8iy8wa3tl9, Settings: Retry: 3, Timeout: 114s [ID: 1497]|{"account_id": "ACC-013", "region": "Central", "product_line": "Operations"}
+user-003|knowledge|Salesforce Configuration: URL: https://app.company.com, Access Token: vdrh542u66pg6csgcw2x3s5b0c93lcg92usrnvghwayt9wav2d8lwbdzm3ggriz6, Webhook: https://hooks.company.com/y3ywi0ro2dc38ro9zitbv5rv9dmdsf71, Settings: Retry: 8, Timeout: 64s [ID: 1498]|{"account_id": "ACC-020", "region": "Midwest", "product_line": "Financial"}
user-002|procedural|My competitive analysis process: First, Document lessons learned. Second, Negotiate terms and pricing. Third, Address concerns and objections. Fourth, Conduct initial assessment. Finally, Finalize documentation. [ID: 1499]|{"account_id": "ACC-088", "region": "Northwest", "product_line": "Integration"}
user-002|resource|# Essential Competitive Analysis
@@ -5117,7 +5117,7 @@ Training materials available on internal portal [ID: 1500]|{"account_id": "ACC-1
user-001|semantic|Marketing Automation is an essential tool for modern business. It provides benefits such as increased efficiency, better decision making, and improved ROI. [ID: 1501]|{"account_id": "ACC-177", "region": "Southwest", "product_line": "SMB"}
user-005|semantic|Customer Lifetime Value is an essential tool for modern business. It provides benefits such as increased efficiency, better decision making, and improved ROI. [ID: 1502]|{"account_id": "ACC-052", "region": "International", "product_line": "Integration"}
user-002|semantic|Pipeline Coverage is an essential tool for modern business. It provides benefits such as increased efficiency, better decision making, and improved ROI. [ID: 1503]|{"account_id": "ACC-189", "region": "International", "product_line": "Marketing"}
-user-004|knowledge_vault|Data Warehouse Credentials: API Key: sk_rs6dmnxt59lo1dzth57mcv9mad2skal7, Secret: 3NWSQUBQQLHCBAV3K3NRGJSJ0FX8B3YMOMWAUEO7, Endpoint: https://api.system.com/v1, Region: ap-southeast-1 [ID: 1504]|{"account_id": "ACC-010", "region": "Central", "product_line": "SMB"}
+user-004|knowledge|Data Warehouse Credentials: API Key: sk_rs6dmnxt59lo1dzth57mcv9mad2skal7, Secret: 3NWSQUBQQLHCBAV3K3NRGJSJ0FX8B3YMOMWAUEO7, Endpoint: https://api.system.com/v1, Region: ap-southeast-1 [ID: 1504]|{"account_id": "ACC-010", "region": "Central", "product_line": "SMB"}
user-001|procedural|Opportunity management workflow: Step 1 - Monitor progress closely. Step 2 - Schedule implementation. Step 3 - Conduct initial assessment. Step 4 - Review requirements thoroughly. Step 5 - Present to decision makers. [ID: 1505]|{"account_id": "ACC-137", "region": "Northeast", "product_line": "Platform"}
user-002|semantic|Account-Based Marketing is an essential tool for modern business. It provides benefits such as increased efficiency, better decision making, and improved ROI. [ID: 1506]|{"account_id": "ACC-104", "region": "Central", "product_line": "Platform"}
user-002|semantic|Conversation Intelligence is an essential tool for modern business. It provides benefits such as increased efficiency, better decision making, and improved ROI. [ID: 1507]|{"account_id": "ACC-027", "region": "Midwest", "product_line": "Enterprise"}
@@ -5141,7 +5141,7 @@ Training materials available on internal portal [ID: 1510]|{"account_id": "ACC-1
user-002|core|Profile update: Carol Davis, Account Executive position at DataVision Inc, responsible for product development. [ID: 1511]|{"account_id": "ACC-017", "region": "West", "product_line": "Analytics"}
user-005|core|I'm Henry Brown, Marketing Director at Digital Dynamics. My focus areas are AI solutions and technical consulting. [ID: 1512]|{"account_id": "ACC-109", "region": "Southeast", "product_line": "Enterprise"}
user-001|episodic|Last Monday, I attended Industry Summit at New York. Met 31 potential leads and scheduled 7 follow-up meetings. [ID: 1513]|{"account_id": "ACC-050", "region": "Central", "product_line": "SMB"}
-user-002|knowledge_vault|Integration Hub Credentials: API Key: sk_fjur4m7dfc75rkn32gydjb3gptpjalrx, Secret: QEXLYQXKX3APXX4ZYYLR0L4C6FLPBPVOJOGBO6IZ, Endpoint: https://api.platform.com/v2, Region: ap-southeast-1 [ID: 1514]|{"account_id": "ACC-119", "region": "West", "product_line": "Integration"}
+user-002|knowledge|Integration Hub Credentials: API Key: sk_fjur4m7dfc75rkn32gydjb3gptpjalrx, Secret: QEXLYQXKX3APXX4ZYYLR0L4C6FLPBPVOJOGBO6IZ, Endpoint: https://api.platform.com/v2, Region: ap-southeast-1 [ID: 1514]|{"account_id": "ACC-119", "region": "West", "product_line": "Integration"}
user-005|semantic|Customer Churn is an essential tool for modern business. It provides benefits such as increased efficiency, better decision making, and improved ROI. [ID: 1515]|{"account_id": "ACC-010", "region": "International", "product_line": "Financial"}
user-001|semantic|Customer Data Platform refers to the measurement of business outcomes. Key characteristics include measurable outcomes, actionable insights, and continuous improvement. [ID: 1516]|{"account_id": "ACC-057", "region": "Central", "product_line": "Security"}
user-005|procedural|Audit checklist: 1) Collect feedback regularly. 2) Conduct initial assessment. 3) Identify key stakeholders. 4) Negotiate terms and pricing. 5) Review requirements thoroughly. [ID: 1517]|{"account_id": "ACC-158", "region": "International", "product_line": "Cloud"}
@@ -5166,7 +5166,7 @@ We will implement aggressive tactics to achieve our objectives. This includes hi
user-005|semantic|Net Promoter Score is a key metric for business performance. It helps organizations make data-driven decisions. Critical for strategic planning and optimization. [ID: 1522]|{"account_id": "ACC-122", "region": "Northwest", "product_line": "Marketing"}
user-001|core|Profile update: Bob Smith, Account Executive position at Quantum Systems, responsible for customer retention. [ID: 1523]|{"account_id": "ACC-024", "region": "Northeast", "product_line": "Enterprise"}
user-005|semantic|Net Promoter Score is an essential tool for modern business. It provides benefits such as increased efficiency, better decision making, and improved ROI. [ID: 1524]|{"account_id": "ACC-138", "region": "Northwest", "product_line": "Financial"}
-user-005|knowledge_vault|File Storage Access: Server: prod-db-7.company.com, Port: 6379, Username: admin_5328, Password: %C@k3iOIPtBuYmzF, Additional: SSL: Required, Timeout: 37s [ID: 1525]|{"account_id": "ACC-128", "region": "Midwest", "product_line": "Operations"}
+user-005|knowledge|File Storage Access: Server: prod-db-7.company.com, Port: 6379, Username: admin_5328, Password: %C@k3iOIPtBuYmzF, Additional: SSL: Required, Timeout: 37s [ID: 1525]|{"account_id": "ACC-128", "region": "Midwest", "product_line": "Operations"}
user-002|episodic|This morning at 10:30 AM, I closed a deal with Digital Dynamics worth $413K annually. The contract was signed after 5 months of negotiations. [ID: 1526]|{"account_id": "ACC-125", "region": "Southwest", "product_line": "SMB"}
user-005|episodic|Yesterday at 11:00 AM, I conducted a presentation for Innovation Labs. The feedback was very positive. [ID: 1527]|{"account_id": "ACC-103", "region": "Southeast", "product_line": "Cloud"}
user-004|episodic|On Thursday at 15:30 PM, I had a product demo with Smart Solutions. We discussed security compliance and agreed to extend contract. [ID: 1528]|{"account_id": "ACC-094", "region": "West", "product_line": "SMB"}
@@ -5213,7 +5213,7 @@ user-002|core|Emma Wilson here - I'm the Product Manager for DataVision Inc's op
user-001|semantic|Pipeline Coverage is a key metric for business performance. It helps organizations make data-driven decisions. Critical for strategic planning and optimization. [ID: 1541]|{"account_id": "ACC-003", "region": "South", "product_line": "SMB"}
user-004|core|Profile update: Alice Johnson, Customer Success Manager position at Innovation Labs, responsible for customer retention. [ID: 1542]|{"account_id": "ACC-018", "region": "West", "product_line": "Financial"}
user-003|core|I'm Bob Smith, working as Solutions Architect in DataVision Inc. My key expertise is in cloud architecture. [ID: 1543]|{"account_id": "ACC-088", "region": "Central", "product_line": "Cloud"}
-user-005|knowledge_vault|Monitoring System Access: Server: staging-db-1.company.com, Port: 8080, Username: admin_2988, Password: f4$tQyeNqQvBA$cn, Additional: SSL: Required, Timeout: 27s [ID: 1544]|{"account_id": "ACC-187", "region": "East", "product_line": "SMB"}
+user-005|knowledge|Monitoring System Access: Server: staging-db-1.company.com, Port: 8080, Username: admin_2988, Password: f4$tQyeNqQvBA$cn, Additional: SSL: Required, Timeout: 27s [ID: 1544]|{"account_id": "ACC-187", "region": "East", "product_line": "SMB"}
user-002|episodic|This morning at 13:30 AM, I closed a deal with Global Enterprises worth $265K annually. The contract was signed after 3 months of negotiations. [ID: 1545]|{"account_id": "ACC-019", "region": "International", "product_line": "Cloud"}
user-001|semantic|Revenue Operations refers to the measurement of business outcomes. Key characteristics include measurable outcomes, actionable insights, and continuous improvement. [ID: 1546]|{"account_id": "ACC-124", "region": "Northeast", "product_line": "SMB"}
user-003|procedural|Migration checklist: 1) Review requirements thoroughly. 2) Schedule implementation. 3) Present to decision makers. 4) Prepare detailed proposal. 5) Document lessons learned. [ID: 1547]|{"account_id": "ACC-134", "region": "Central", "product_line": "Integration"}
@@ -5242,11 +5242,11 @@ Always validate throughout the process
Training materials available on internal portal [ID: 1556]|{"account_id": "ACC-080", "region": "Northwest", "product_line": "Security"}
user-002|core|Profile update: Carol Davis, Product Manager position at Smart Solutions, responsible for team leadership. [ID: 1557]|{"account_id": "ACC-172", "region": "Northwest", "product_line": "Enterprise"}
user-003|core|I'm Jack Anderson, working as Product Manager in CloudSystems. My key expertise is in cloud architecture. [ID: 1558]|{"account_id": "ACC-071", "region": "Central", "product_line": "Analytics"}
-user-005|knowledge_vault|Staging Environment Access: Server: dev-db-9.company.com, Port: 6379, Username: admin_1705, Password: 6Mq8$YGDdYIb84uY, Additional: SSL: Required, Timeout: 10s [ID: 1559]|{"account_id": "ACC-168", "region": "West", "product_line": "Marketing"}
-user-003|knowledge_vault|File Storage Access: Server: staging-db-2.company.com, Port: 27017, Username: admin_8020, Password: 6416OOtBWauNT12M, Additional: SSL: Required, Timeout: 22s [ID: 1560]|{"account_id": "ACC-071", "region": "East", "product_line": "Analytics"}
-user-002|knowledge_vault|Email Server Access: Server: prod-db-10.company.com, Port: 3306, Username: admin_5815, Password: hd7#89vcJ%lUUiM!, Additional: SSL: Required, Timeout: 51s [ID: 1561]|{"account_id": "ACC-072", "region": "Northeast", "product_line": "Cloud"}
+user-005|knowledge|Staging Environment Access: Server: dev-db-9.company.com, Port: 6379, Username: admin_1705, Password: 6Mq8$YGDdYIb84uY, Additional: SSL: Required, Timeout: 10s [ID: 1559]|{"account_id": "ACC-168", "region": "West", "product_line": "Marketing"}
+user-003|knowledge|File Storage Access: Server: staging-db-2.company.com, Port: 27017, Username: admin_8020, Password: 6416OOtBWauNT12M, Additional: SSL: Required, Timeout: 22s [ID: 1560]|{"account_id": "ACC-071", "region": "East", "product_line": "Analytics"}
+user-002|knowledge|Email Server Access: Server: prod-db-10.company.com, Port: 3306, Username: admin_5815, Password: hd7#89vcJ%lUUiM!, Additional: SSL: Required, Timeout: 51s [ID: 1561]|{"account_id": "ACC-072", "region": "Northeast", "product_line": "Cloud"}
user-002|semantic|Predictive Analytics is an essential tool for modern business. It provides benefits such as increased efficiency, better decision making, and improved ROI. [ID: 1562]|{"account_id": "ACC-049", "region": "Southwest", "product_line": "Operations"}
-user-003|knowledge_vault|Slack Configuration: URL: https://app.company.com, Access Token: gbk0u89u1l47prns6oukzwm388fr2lq9x1rihu8xaszuc6f7lycp5r81qphr3233, Webhook: https://hooks.company.com/6ws4g5prae6bvv88i3zwr0yijq4dcz6k, Settings: Retry: 7, Timeout: 58s [ID: 1563]|{"account_id": "ACC-020", "region": "Northeast", "product_line": "Integration"}
+user-003|knowledge|Slack Configuration: URL: https://app.company.com, Access Token: gbk0u89u1l47prns6oukzwm388fr2lq9x1rihu8xaszuc6f7lycp5r81qphr3233, Webhook: https://hooks.company.com/6ws4g5prae6bvv88i3zwr0yijq4dcz6k, Settings: Retry: 7, Timeout: 58s [ID: 1563]|{"account_id": "ACC-020", "region": "Northeast", "product_line": "Integration"}
user-002|core|Profile update: Alice Johnson, Product Manager position at DataVision Inc, responsible for revenue growth. [ID: 1564]|{"account_id": "ACC-006", "region": "International", "product_line": "Operations"}
user-002|semantic|Customer Lifetime Value is an essential tool for modern business. It provides benefits such as increased efficiency, better decision making, and improved ROI. [ID: 1565]|{"account_id": "ACC-067", "region": "South", "product_line": "Security"}
user-002|resource|# Complete Compensation Plan
@@ -5287,14 +5287,14 @@ Always monitor throughout the process
Training materials available on internal portal [ID: 1573]|{"account_id": "ACC-103", "region": "South", "product_line": "Platform"}
user-003|procedural|Pipeline review workflow: Step 1 - Conduct initial assessment. Step 2 - Finalize documentation. Step 3 - Negotiate terms and pricing. Step 4 - Monitor progress closely. Step 5 - Schedule implementation. [ID: 1574]|{"account_id": "ACC-071", "region": "Central", "product_line": "Financial"}
user-005|episodic|Yesterday at 10:30 AM, I conducted a product demo for Innovation Labs. We identified next steps. [ID: 1575]|{"account_id": "ACC-180", "region": "Northeast", "product_line": "Cloud"}
-user-003|knowledge_vault|Stripe Configuration: URL: https://dashboard.company.com, Access Token: av8vvhvkhsb5d7xke99lj7c3bkhwldfajl4wux5dn3771i8fb6nv7inoh2pu0i4v, Webhook: https://hooks.company.com/z0mb7hktk00cfpsoz1m7khs5aoocoahs, Settings: Retry: 7, Timeout: 110s [ID: 1576]|{"account_id": "ACC-183", "region": "Southwest", "product_line": "Enterprise"}
+user-003|knowledge|Stripe Configuration: URL: https://dashboard.company.com, Access Token: av8vvhvkhsb5d7xke99lj7c3bkhwldfajl4wux5dn3771i8fb6nv7inoh2pu0i4v, Webhook: https://hooks.company.com/z0mb7hktk00cfpsoz1m7khs5aoocoahs, Settings: Retry: 7, Timeout: 110s [ID: 1576]|{"account_id": "ACC-183", "region": "Southwest", "product_line": "Enterprise"}
user-005|core|I'm Carol Davis, Account Executive at Quantum Systems. My focus areas are enterprise sales and digital transformation. [ID: 1577]|{"account_id": "ACC-014", "region": "South", "product_line": "Cloud"}
user-004|core|Grace Taylor here - I'm the Sales Engineer for Digital Dynamics's sales team. [ID: 1578]|{"account_id": "ACC-057", "region": "Southwest", "product_line": "Platform"}
user-003|episodic|Yesterday at 13:30 PM, I conducted a training session for DataVision Inc. The feedback was very positive. [ID: 1579]|{"account_id": "ACC-056", "region": "Midwest", "product_line": "Cloud"}
user-002|episodic|Last Thursday, I attended Trade Show at Chicago. Met 44 potential leads and scheduled 10 follow-up meetings. [ID: 1580]|{"account_id": "ACC-053", "region": "International", "product_line": "Integration"}
user-002|semantic|Customer Churn is an essential tool for modern business. It provides benefits such as increased efficiency, better decision making, and improved ROI. [ID: 1581]|{"account_id": "ACC-174", "region": "International", "product_line": "Enterprise"}
user-002|core|I'm Emma Wilson, working as CTO in Quantum Systems. My key expertise is in product strategy. [ID: 1582]|{"account_id": "ACC-006", "region": "West", "product_line": "Cloud"}
-user-001|knowledge_vault|HubSpot Configuration: URL: https://portal.company.com, Access Token: 3o22bulnwzf4oe9j5bnk196y88iwzhk6bk35whf3tpm4bdh4zi6a9dxxhzpjl116, Webhook: https://hooks.company.com/rcvb7erxlzie1tewj10rkr72trj6jeiu, Settings: Retry: 6, Timeout: 61s [ID: 1583]|{"account_id": "ACC-069", "region": "Southeast", "product_line": "SMB"}
+user-001|knowledge|HubSpot Configuration: URL: https://portal.company.com, Access Token: 3o22bulnwzf4oe9j5bnk196y88iwzhk6bk35whf3tpm4bdh4zi6a9dxxhzpjl116, Webhook: https://hooks.company.com/rcvb7erxlzie1tewj10rkr72trj6jeiu, Settings: Retry: 6, Timeout: 61s [ID: 1583]|{"account_id": "ACC-069", "region": "Southeast", "product_line": "SMB"}
user-004|resource|# Competitive Analysis
## Overview
@@ -5347,23 +5347,23 @@ user-002|core|My name is Emma Wilson and I work as a Account Executive at Smart
user-002|core|My name is Henry Brown and I work as a Senior Sales Manager at Smart Solutions. I specialize in B2B marketing. [ID: 1591]|{"account_id": "ACC-162", "region": "Southeast", "product_line": "Integration"}
user-004|procedural|My customer onboarding process: First, Negotiate terms and pricing. Second, Review requirements thoroughly. Third, Collect feedback regularly. Fourth, Prepare detailed proposal. Finally, Document lessons learned. [ID: 1592]|{"account_id": "ACC-048", "region": "South", "product_line": "Platform"}
user-002|semantic|Conversation Intelligence is an essential tool for modern business. It provides benefits such as increased efficiency, better decision making, and improved ROI. [ID: 1593]|{"account_id": "ACC-062", "region": "Midwest", "product_line": "Cloud"}
-user-004|knowledge_vault|Zendesk Configuration: URL: https://dashboard.company.com, Access Token: wxeid35rn1hfkd694oxr0f4i5jkm2fnyqxg7dkd0433sjnda64xa1x5mn3wl2ybg, Webhook: https://hooks.company.com/31ks3guhcklfw29h67zj4vxrqfu3ltqv, Settings: Retry: 7, Timeout: 54s [ID: 1594]|{"account_id": "ACC-148", "region": "East", "product_line": "SMB"}
+user-004|knowledge|Zendesk Configuration: URL: https://dashboard.company.com, Access Token: wxeid35rn1hfkd694oxr0f4i5jkm2fnyqxg7dkd0433sjnda64xa1x5mn3wl2ybg, Webhook: https://hooks.company.com/31ks3guhcklfw29h67zj4vxrqfu3ltqv, Settings: Retry: 7, Timeout: 54s [ID: 1594]|{"account_id": "ACC-148", "region": "East", "product_line": "SMB"}
user-005|semantic|Predictive Analytics is an essential tool for modern business. It provides benefits such as increased efficiency, better decision making, and improved ROI. [ID: 1595]|{"account_id": "ACC-164", "region": "South", "product_line": "Operations"}
user-005|episodic|This morning at 11:00 AM, I closed a deal with Quantum Systems worth $389K annually. The contract was signed after 1 months of negotiations. [ID: 1596]|{"account_id": "ACC-023", "region": "Midwest", "product_line": "SMB"}
user-004|episodic|On Tuesday at 17:00 PM, I had a discovery call with Quantum Systems. We discussed security compliance and requested proposal revision. [ID: 1597]|{"account_id": "ACC-091", "region": "Northeast", "product_line": "Platform"}
user-004|core|Profile update: Iris Martinez, Product Manager position at NextGen Tech, responsible for team leadership. [ID: 1598]|{"account_id": "ACC-046", "region": "Midwest", "product_line": "Operations"}
user-003|procedural|Migration checklist: 1) Review requirements thoroughly. 2) Identify key stakeholders. 3) Address concerns and objections. 4) Conduct initial assessment. 5) Monitor progress closely. [ID: 1599]|{"account_id": "ACC-119", "region": "Northeast", "product_line": "Security"}
user-001|core|Alice Johnson here - I'm the Business Development Manager for Innovation Labs's marketing team. [ID: 1600]|{"account_id": "ACC-039", "region": "Central", "product_line": "Operations"}
-user-002|knowledge_vault|Backup Server Access: Server: dev-db-5.company.com, Port: 27017, Username: admin_8900, Password: GEsBfrHme%ncrPO5, Additional: SSL: Required, Timeout: 26s [ID: 1601]|{"account_id": "ACC-150", "region": "South", "product_line": "Enterprise"}
+user-002|knowledge|Backup Server Access: Server: dev-db-5.company.com, Port: 27017, Username: admin_8900, Password: GEsBfrHme%ncrPO5, Additional: SSL: Required, Timeout: 26s [ID: 1601]|{"account_id": "ACC-150", "region": "South", "product_line": "Enterprise"}
user-002|episodic|Last Monday, I attended Trade Show at Boston. Met 34 potential leads and scheduled 4 follow-up meetings. [ID: 1602]|{"account_id": "ACC-073", "region": "Northeast", "product_line": "Operations"}
user-002|episodic|On Wednesday at 12:30 PM, I had a quarterly business review with Smart Solutions. We discussed performance metrics and they committed to a 40% increase. [ID: 1603]|{"account_id": "ACC-106", "region": "Southwest", "product_line": "Enterprise"}
user-005|procedural|My sales qualification process: First, Review requirements thoroughly. Second, Conduct initial assessment. Third, Identify key stakeholders. Fourth, Address concerns and objections. Finally, Present to decision makers. [ID: 1604]|{"account_id": "ACC-092", "region": "East", "product_line": "Security"}
-user-001|knowledge_vault|Data Warehouse Credentials: API Key: sk_de7s7vt8bg6w5042w0ew1riuigeoomdo, Secret: RUXL6K3U1SP0M53XRSW8JVDI1IZ3N378IY3M6X26, Endpoint: https://api.system.com/v3, Region: us-east-1 [ID: 1605]|{"account_id": "ACC-137", "region": "International", "product_line": "Cloud"}
+user-001|knowledge|Data Warehouse Credentials: API Key: sk_de7s7vt8bg6w5042w0ew1riuigeoomdo, Secret: RUXL6K3U1SP0M53XRSW8JVDI1IZ3N378IY3M6X26, Endpoint: https://api.system.com/v3, Region: us-east-1 [ID: 1605]|{"account_id": "ACC-137", "region": "International", "product_line": "Cloud"}
user-003|episodic|Last Friday, I attended Industry Summit at Boston. Met 31 potential leads and scheduled 14 follow-up meetings. [ID: 1606]|{"account_id": "ACC-055", "region": "Central", "product_line": "Financial"}
user-005|core|Profile update: Carol Davis, Solutions Architect position at Smart Solutions, responsible for team leadership. [ID: 1607]|{"account_id": "ACC-009", "region": "Southeast", "product_line": "Security"}
user-004|procedural|Onboarding checklist: 1) Collect feedback regularly. 2) Prepare detailed proposal. 3) Finalize documentation. 4) Present to decision makers. 5) Address concerns and objections. [ID: 1608]|{"account_id": "ACC-022", "region": "Northwest", "product_line": "Platform"}
user-003|episodic|Yesterday at 16:00 PM, I conducted a presentation for Digital Dynamics. They requested a follow-up. [ID: 1609]|{"account_id": "ACC-155", "region": "Midwest", "product_line": "Security"}
-user-002|knowledge_vault|Email Server Access: Server: prod-db-9.company.com, Port: 6379, Username: admin_3500, Password: YCxxwsNNccA2u9!Z, Additional: SSL: Required, Timeout: 14s [ID: 1610]|{"account_id": "ACC-200", "region": "East", "product_line": "Analytics"}
+user-002|knowledge|Email Server Access: Server: prod-db-9.company.com, Port: 6379, Username: admin_3500, Password: YCxxwsNNccA2u9!Z, Additional: SSL: Required, Timeout: 14s [ID: 1610]|{"account_id": "ACC-200", "region": "East", "product_line": "Analytics"}
user-002|core|I'm Grace Taylor, working as Account Executive in NextGen Tech. My key expertise is in customer engagement. [ID: 1611]|{"account_id": "ACC-167", "region": "East", "product_line": "Financial"}
user-002|procedural|My territory planning process: First, Review requirements thoroughly. Second, Prepare detailed proposal. Third, Schedule implementation. Fourth, Finalize documentation. Finally, Document lessons learned. [ID: 1612]|{"account_id": "ACC-181", "region": "Southeast", "product_line": "Integration"}
user-002|episodic|This morning at 11:00 AM, I closed a deal with NextGen Tech worth $188K annually. The contract was signed after 1 months of negotiations. [ID: 1613]|{"account_id": "ACC-148", "region": "Midwest", "product_line": "Financial"}
@@ -5393,20 +5393,20 @@ Always validate throughout the process
## Resources
Training materials available on internal portal [ID: 1624]|{"account_id": "ACC-092", "region": "Northeast", "product_line": "Integration"}
user-001|procedural|Audit checklist: 1) Address concerns and objections. 2) Collect feedback regularly. 3) Prepare detailed proposal. 4) Conduct initial assessment. 5) Negotiate terms and pricing. [ID: 1625]|{"account_id": "ACC-188", "region": "International", "product_line": "Enterprise"}
-user-002|knowledge_vault|Zendesk Configuration: URL: https://dashboard.company.com, Access Token: 5b2jy3xf37uyuaap2jlv3zc783n6tkl1gzzdnj5rb5d0111bav6brg9qpo6f1x94, Webhook: https://hooks.company.com/8pitzs2iv7k6o9dwoetbo11x6qnvygbv, Settings: Retry: 4, Timeout: 92s [ID: 1626]|{"account_id": "ACC-015", "region": "International", "product_line": "Security"}
-user-004|knowledge_vault|Email Server Access: Server: prod-db-2.company.com, Port: 5432, Username: admin_6886, Password: jA$sp2FSfFOiH3pv, Additional: SSL: Required, Timeout: 25s [ID: 1627]|{"account_id": "ACC-081", "region": "West", "product_line": "Platform"}
+user-002|knowledge|Zendesk Configuration: URL: https://dashboard.company.com, Access Token: 5b2jy3xf37uyuaap2jlv3zc783n6tkl1gzzdnj5rb5d0111bav6brg9qpo6f1x94, Webhook: https://hooks.company.com/8pitzs2iv7k6o9dwoetbo11x6qnvygbv, Settings: Retry: 4, Timeout: 92s [ID: 1626]|{"account_id": "ACC-015", "region": "International", "product_line": "Security"}
+user-004|knowledge|Email Server Access: Server: prod-db-2.company.com, Port: 5432, Username: admin_6886, Password: jA$sp2FSfFOiH3pv, Additional: SSL: Required, Timeout: 25s [ID: 1627]|{"account_id": "ACC-081", "region": "West", "product_line": "Platform"}
user-004|semantic|Account-Based Marketing is an essential tool for modern business. It provides benefits such as increased efficiency, better decision making, and improved ROI. [ID: 1628]|{"account_id": "ACC-006", "region": "Southwest", "product_line": "Enterprise"}
user-003|core|My name is Jack Anderson and I work as a Senior Sales Manager at Smart Solutions. I specialize in product strategy. [ID: 1629]|{"account_id": "ACC-166", "region": "Central", "product_line": "Cloud"}
user-003|core|Grace Taylor here - I'm the Sales Engineer for Quantum Systems's marketing team. [ID: 1630]|{"account_id": "ACC-167", "region": "Northwest", "product_line": "Enterprise"}
user-005|episodic|On Wednesday at 15:00 AM, I had a product demo with CloudSystems. We discussed security compliance and received approval for pilot program. [ID: 1631]|{"account_id": "ACC-073", "region": "Midwest", "product_line": "Operations"}
-user-001|knowledge_vault|Salesforce Configuration: URL: https://app.company.com, Access Token: 8bsx1ow891hdy5so9ugulyvhep5w2o3rdj571lbho15qabul5cx8hb577vvrhxyz, Webhook: https://hooks.company.com/88br18vgpyo3slzdabrvcvv8imucukt3, Settings: Retry: 6, Timeout: 116s [ID: 1632]|{"account_id": "ACC-023", "region": "Midwest", "product_line": "SMB"}
+user-001|knowledge|Salesforce Configuration: URL: https://app.company.com, Access Token: 8bsx1ow891hdy5so9ugulyvhep5w2o3rdj571lbho15qabul5cx8hb577vvrhxyz, Webhook: https://hooks.company.com/88br18vgpyo3slzdabrvcvv8imucukt3, Settings: Retry: 6, Timeout: 116s [ID: 1632]|{"account_id": "ACC-023", "region": "Midwest", "product_line": "SMB"}
user-001|episodic|This morning at 15:00 AM, I closed a deal with FinTech Solutions worth $151K annually. The contract was signed after 1 months of negotiations. [ID: 1633]|{"account_id": "ACC-091", "region": "International", "product_line": "Platform"}
user-001|core|I'm Jack Anderson, Solutions Architect at TechCorp. My focus areas are enterprise sales and technical consulting. [ID: 1634]|{"account_id": "ACC-037", "region": "Northeast", "product_line": "Analytics"}
user-002|episodic|This morning at 13:30 AM, I closed a deal with Innovation Labs worth $393K annually. The contract was signed after 2 months of negotiations. [ID: 1635]|{"account_id": "ACC-159", "region": "Northeast", "product_line": "SMB"}
user-004|semantic|Net Promoter Score is a key metric for business performance. It helps organizations make data-driven decisions. Critical for strategic planning and optimization. [ID: 1636]|{"account_id": "ACC-079", "region": "International", "product_line": "Security"}
user-002|episodic|Yesterday at 8:30 AM, I conducted a presentation for TechCorp. We identified next steps. [ID: 1637]|{"account_id": "ACC-197", "region": "Midwest", "product_line": "SMB"}
user-005|procedural|My proposal development process: First, Monitor progress closely. Second, Conduct initial assessment. Third, Negotiate terms and pricing. Fourth, Address concerns and objections. Finally, Schedule implementation. [ID: 1638]|{"account_id": "ACC-164", "region": "West", "product_line": "Security"}
-user-004|knowledge_vault|Data Warehouse Credentials: API Key: sk_cwvn5haktp04fcrzjb8ccq0cijiy246s, Secret: L0RP2FCDOWY9O12A2PO1POD9K63617E4MNUWOQB5, Endpoint: https://api.service.com/v1, Region: ap-southeast-1 [ID: 1639]|{"account_id": "ACC-127", "region": "Southwest", "product_line": "Financial"}
+user-004|knowledge|Data Warehouse Credentials: API Key: sk_cwvn5haktp04fcrzjb8ccq0cijiy246s, Secret: L0RP2FCDOWY9O12A2PO1POD9K63617E4MNUWOQB5, Endpoint: https://api.service.com/v1, Region: ap-southeast-1 [ID: 1639]|{"account_id": "ACC-127", "region": "Southwest", "product_line": "Financial"}
user-004|episodic|On Friday at 10:30 PM, I had a product demo with DataVision Inc. We discussed pricing structure and scheduled technical workshop. [ID: 1640]|{"account_id": "ACC-095", "region": "Central", "product_line": "Analytics"}
user-005|resource|# Customer Success Playbook
@@ -5423,8 +5423,8 @@ We will implement aggressive tactics to achieve our objectives. This includes hi
## Action Items
1) Complete by end of quarter 2) Review weekly progress 3) Adjust strategy as needed [ID: 1641]|{"account_id": "ACC-015", "region": "Northeast", "product_line": "Enterprise"}
-user-003|knowledge_vault|Email Server Access: Server: staging-db-9.company.com, Port: 3306, Username: admin_1838, Password: N%HjCmCqMm%wEKD!, Additional: SSL: Required, Timeout: 16s [ID: 1642]|{"account_id": "ACC-157", "region": "Central", "product_line": "Analytics"}
-user-004|knowledge_vault|Stripe Configuration: URL: https://app.company.com, Access Token: ibgtfk767q22l2e8pf33i1hs5lgb0vx2ohhkllgl9s5r1ryh9zekri88p37tcayp, Webhook: https://hooks.company.com/6eeui5f1sbl4lryq3ra3rrdr31p26dlg, Settings: Retry: 10, Timeout: 43s [ID: 1643]|{"account_id": "ACC-095", "region": "Southeast", "product_line": "SMB"}
+user-003|knowledge|Email Server Access: Server: staging-db-9.company.com, Port: 3306, Username: admin_1838, Password: N%HjCmCqMm%wEKD!, Additional: SSL: Required, Timeout: 16s [ID: 1642]|{"account_id": "ACC-157", "region": "Central", "product_line": "Analytics"}
+user-004|knowledge|Stripe Configuration: URL: https://app.company.com, Access Token: ibgtfk767q22l2e8pf33i1hs5lgb0vx2ohhkllgl9s5r1ryh9zekri88p37tcayp, Webhook: https://hooks.company.com/6eeui5f1sbl4lryq3ra3rrdr31p26dlg, Settings: Retry: 10, Timeout: 43s [ID: 1643]|{"account_id": "ACC-095", "region": "Southeast", "product_line": "SMB"}
user-002|core|Emma Wilson here - I'm the Senior Sales Manager for Innovation Labs's operations team. [ID: 1644]|{"account_id": "ACC-067", "region": "Southeast", "product_line": "Security"}
user-002|episodic|This morning at 14:00 AM, I closed a deal with Quantum Systems worth $369K annually. The contract was signed after 2 months of negotiations. [ID: 1645]|{"account_id": "ACC-056", "region": "South", "product_line": "Enterprise"}
user-002|procedural|Deal approval workflow: Step 1 - Document lessons learned. Step 2 - Review requirements thoroughly. Step 3 - Prepare detailed proposal. Step 4 - Collect feedback regularly. Step 5 - Identify key stakeholders. [ID: 1646]|{"account_id": "ACC-005", "region": "Northeast", "product_line": "Integration"}
@@ -5432,10 +5432,10 @@ user-002|semantic|Conversation Intelligence refers to the measurement of busines
user-005|core|David Lee here - I'm the Account Executive for Digital Dynamics's sales team. [ID: 1648]|{"account_id": "ACC-142", "region": "Southeast", "product_line": "Analytics"}
user-005|procedural|My lead scoring process: First, Negotiate terms and pricing. Second, Identify key stakeholders. Third, Schedule implementation. Fourth, Monitor progress closely. Finally, Address concerns and objections. [ID: 1649]|{"account_id": "ACC-096", "region": "East", "product_line": "Analytics"}
user-005|core|I'm Frank Chen, VP of Operations at Smart Solutions. My focus areas are data analytics and B2B marketing. [ID: 1650]|{"account_id": "ACC-017", "region": "Northeast", "product_line": "Integration"}
-user-005|knowledge_vault|Monitoring System Access: Server: staging-db-7.company.com, Port: 8080, Username: admin_8363, Password: QME4$ZwlQ$hPiyCS, Additional: SSL: Required, Timeout: 15s [ID: 1651]|{"account_id": "ACC-060", "region": "Central", "product_line": "Operations"}
+user-005|knowledge|Monitoring System Access: Server: staging-db-7.company.com, Port: 8080, Username: admin_8363, Password: QME4$ZwlQ$hPiyCS, Additional: SSL: Required, Timeout: 15s [ID: 1651]|{"account_id": "ACC-060", "region": "Central", "product_line": "Operations"}
user-002|procedural|Escalation handling workflow: Step 1 - Review requirements thoroughly. Step 2 - Negotiate terms and pricing. Step 3 - Monitor progress closely. Step 4 - Identify key stakeholders. Step 5 - Collect feedback regularly. [ID: 1652]|{"account_id": "ACC-167", "region": "Northeast", "product_line": "Operations"}
user-004|episodic|On Monday, I had a call with Quantum Systems regarding billing discrepancy. We resolved the problem within 6 hours and they agreed to continue their contract. [ID: 1653]|{"account_id": "ACC-105", "region": "Southwest", "product_line": "Analytics"}
-user-004|knowledge_vault|Stripe Configuration: URL: https://app.company.com, Access Token: 3z7hhss6wibmn47mbfvyjf5bqlfqnmpqhcd95pmwypuuswbjltrpoep2d2ijg78d, Webhook: https://hooks.company.com/6pu2dm09z5pol4lso533u3kuokz5fih5, Settings: Retry: 10, Timeout: 81s [ID: 1654]|{"account_id": "ACC-033", "region": "Southeast", "product_line": "Financial"}
+user-004|knowledge|Stripe Configuration: URL: https://app.company.com, Access Token: 3z7hhss6wibmn47mbfvyjf5bqlfqnmpqhcd95pmwypuuswbjltrpoep2d2ijg78d, Webhook: https://hooks.company.com/6pu2dm09z5pol4lso533u3kuokz5fih5, Settings: Retry: 10, Timeout: 81s [ID: 1654]|{"account_id": "ACC-033", "region": "Southeast", "product_line": "Financial"}
user-004|episodic|On Tuesday, I had a call with Smart Solutions regarding feature request. We resolved the problem within 1 hours and they agreed to continue their contract. [ID: 1655]|{"account_id": "ACC-100", "region": "Northwest", "product_line": "Integration"}
user-004|episodic|Yesterday at 8:30 PM, I conducted a training session for DataVision Inc. We identified next steps. [ID: 1656]|{"account_id": "ACC-124", "region": "Southwest", "product_line": "Platform"}
user-005|procedural|Quote generation workflow: Step 1 - Monitor progress closely. Step 2 - Present to decision makers. Step 3 - Schedule implementation. Step 4 - Document lessons learned. Step 5 - Finalize documentation. [ID: 1657]|{"account_id": "ACC-045", "region": "Northeast", "product_line": "Cloud"}
@@ -5445,12 +5445,12 @@ user-001|semantic|Digital Sales Room is a key metric for business performance. I
user-005|episodic|Last Monday, I attended Tech Conference at Chicago. Met 34 potential leads and scheduled 10 follow-up meetings. [ID: 1661]|{"account_id": "ACC-002", "region": "Southwest", "product_line": "Analytics"}
user-001|core|I'm Iris Martinez, Product Manager at Global Enterprises. My focus areas are technical consulting and business intelligence. [ID: 1662]|{"account_id": "ACC-066", "region": "Midwest", "product_line": "Cloud"}
user-002|procedural|Quote generation workflow: Step 1 - Address concerns and objections. Step 2 - Document lessons learned. Step 3 - Conduct initial assessment. Step 4 - Schedule implementation. Step 5 - Negotiate terms and pricing. [ID: 1663]|{"account_id": "ACC-097", "region": "International", "product_line": "Operations"}
-user-005|knowledge_vault|HubSpot Configuration: URL: https://portal.company.com, Access Token: pcm9mi2ww3dk9nat85l1xcupyj4knzlb2bmms71kt2f1ca8rv8a989ohizgdzxz3, Webhook: https://hooks.company.com/hq2tdxjf2ynkiu4n4jrdxllv8rcp802d, Settings: Retry: 9, Timeout: 37s [ID: 1664]|{"account_id": "ACC-158", "region": "International", "product_line": "Platform"}
+user-005|knowledge|HubSpot Configuration: URL: https://portal.company.com, Access Token: pcm9mi2ww3dk9nat85l1xcupyj4knzlb2bmms71kt2f1ca8rv8a989ohizgdzxz3, Webhook: https://hooks.company.com/hq2tdxjf2ynkiu4n4jrdxllv8rcp802d, Settings: Retry: 9, Timeout: 37s [ID: 1664]|{"account_id": "ACC-158", "region": "International", "product_line": "Platform"}
user-005|episodic|Yesterday at 15:00 AM, I conducted a presentation for Digital Dynamics. We identified next steps. [ID: 1665]|{"account_id": "ACC-177", "region": "Northwest", "product_line": "Cloud"}
user-003|core|Bob Smith here - I'm the VP of Operations for DataVision Inc's engineering team. [ID: 1666]|{"account_id": "ACC-100", "region": "East", "product_line": "Operations"}
user-002|episodic|Last Friday, I attended Networking Event at Boston. Met 49 potential leads and scheduled 7 follow-up meetings. [ID: 1667]|{"account_id": "ACC-077", "region": "Northwest", "product_line": "Enterprise"}
user-005|procedural|Audit checklist: 1) Present to decision makers. 2) Conduct initial assessment. 3) Address concerns and objections. 4) Identify key stakeholders. 5) Prepare detailed proposal. [ID: 1668]|{"account_id": "ACC-046", "region": "Midwest", "product_line": "Analytics"}
-user-003|knowledge_vault|VPN Gateway Access: Server: prod-db-9.company.com, Port: 8080, Username: admin_4471, Password: XZsnd65yGORmo7#1, Additional: SSL: Required, Timeout: 30s [ID: 1669]|{"account_id": "ACC-188", "region": "South", "product_line": "Analytics"}
+user-003|knowledge|VPN Gateway Access: Server: prod-db-9.company.com, Port: 8080, Username: admin_4471, Password: XZsnd65yGORmo7#1, Additional: SSL: Required, Timeout: 30s [ID: 1669]|{"account_id": "ACC-188", "region": "South", "product_line": "Analytics"}
user-004|resource|# Comprehensive Compensation Plan
## Purpose
@@ -5502,7 +5502,7 @@ Always document throughout the process
## Resources
Training materials available on internal portal [ID: 1677]|{"account_id": "ACC-180", "region": "Southwest", "product_line": "Integration"}
user-003|semantic|Customer Data Platform refers to the measurement of business outcomes. Key characteristics include measurable outcomes, actionable insights, and continuous improvement. [ID: 1678]|{"account_id": "ACC-053", "region": "West", "product_line": "Platform"}
-user-003|knowledge_vault|Marketing Platform Credentials: API Key: sk_n0ojq8cppwa2tu7cn7yxr85fy4w1aoku, Secret: 73D7NPZ1AA8SHJYAR3L4O7JU3YS7TVU900ADDKF5, Endpoint: https://api.platform.com/v3, Region: eu-west-1 [ID: 1679]|{"account_id": "ACC-162", "region": "International", "product_line": "Cloud"}
+user-003|knowledge|Marketing Platform Credentials: API Key: sk_n0ojq8cppwa2tu7cn7yxr85fy4w1aoku, Secret: 73D7NPZ1AA8SHJYAR3L4O7JU3YS7TVU900ADDKF5, Endpoint: https://api.platform.com/v3, Region: eu-west-1 [ID: 1679]|{"account_id": "ACC-162", "region": "International", "product_line": "Cloud"}
user-005|procedural|Implementation checklist: 1) Present to decision makers. 2) Finalize documentation. 3) Conduct initial assessment. 4) Monitor progress closely. 5) Address concerns and objections. [ID: 1680]|{"account_id": "ACC-161", "region": "South", "product_line": "Integration"}
user-005|procedural|My proposal development process: First, Schedule implementation. Second, Identify key stakeholders. Third, Present to decision makers. Fourth, Negotiate terms and pricing. Finally, Conduct initial assessment. [ID: 1681]|{"account_id": "ACC-030", "region": "East", "product_line": "Operations"}
user-005|core|Carol Davis here - I'm the Marketing Director for DataVision Inc's engineering team. [ID: 1682]|{"account_id": "ACC-129", "region": "Southeast", "product_line": "SMB"}
@@ -5544,7 +5544,7 @@ user-002|procedural|Contract negotiation workflow: Step 1 - Document lessons lea
user-005|episodic|Last Monday, I attended Networking Event at New York. Met 48 potential leads and scheduled 3 follow-up meetings. [ID: 1690]|{"account_id": "ACC-030", "region": "Southeast", "product_line": "Platform"}
user-004|core|I'm Alice Johnson, CTO at TechCorp. My focus areas are AI solutions and cloud architecture. [ID: 1691]|{"account_id": "ACC-067", "region": "South", "product_line": "Platform"}
user-001|core|I'm David Lee, working as Customer Success Manager in Smart Solutions. My key expertise is in product strategy. [ID: 1692]|{"account_id": "ACC-027", "region": "Midwest", "product_line": "Operations"}
-user-002|knowledge_vault|AWS Credentials: API Key: sk_hcy7tnh48tzm3neygk7pli1murvabhut, Secret: Y25F38O99LEOIQIJJMBVY7QL2VQ3UY0C8N7EYA5H, Endpoint: https://api.service.com/v1, Region: ap-southeast-1 [ID: 1693]|{"account_id": "ACC-196", "region": "Southeast", "product_line": "Marketing"}
+user-002|knowledge|AWS Credentials: API Key: sk_hcy7tnh48tzm3neygk7pli1murvabhut, Secret: Y25F38O99LEOIQIJJMBVY7QL2VQ3UY0C8N7EYA5H, Endpoint: https://api.service.com/v1, Region: ap-southeast-1 [ID: 1693]|{"account_id": "ACC-196", "region": "Southeast", "product_line": "Marketing"}
user-004|semantic|Sales Velocity is an essential tool for modern business. It provides benefits such as increased efficiency, better decision making, and improved ROI. [ID: 1694]|{"account_id": "ACC-197", "region": "East", "product_line": "Cloud"}
user-004|resource|# Competitive Analysis
@@ -5579,8 +5579,8 @@ Always communicate throughout the process
## Resources
Training materials available on internal portal [ID: 1699]|{"account_id": "ACC-098", "region": "East", "product_line": "Cloud"}
-user-004|knowledge_vault|Payment Gateway Credentials: API Key: sk_ou9mnoi7qoolaytxyoyepl477s9rg8bh, Secret: Q79B7TP3AMAVSWUC3WD73J76B31RJK4D7W5WDGDD, Endpoint: https://api.system.com/v1, Region: us-west-2 [ID: 1700]|{"account_id": "ACC-190", "region": "International", "product_line": "Enterprise"}
-user-005|knowledge_vault|Stripe Configuration: URL: https://app.company.com, Access Token: y6jp871k9g7k93giizcn14i44og3qo273xr6tjrblbp9i5ot22a0ziwiulhz38bq, Webhook: https://hooks.company.com/814kstxlwaoadisxf97mfp2hco1gfdnu, Settings: Retry: 9, Timeout: 82s [ID: 1701]|{"account_id": "ACC-078", "region": "International", "product_line": "SMB"}
+user-004|knowledge|Payment Gateway Credentials: API Key: sk_ou9mnoi7qoolaytxyoyepl477s9rg8bh, Secret: Q79B7TP3AMAVSWUC3WD73J76B31RJK4D7W5WDGDD, Endpoint: https://api.system.com/v1, Region: us-west-2 [ID: 1700]|{"account_id": "ACC-190", "region": "International", "product_line": "Enterprise"}
+user-005|knowledge|Stripe Configuration: URL: https://app.company.com, Access Token: y6jp871k9g7k93giizcn14i44og3qo273xr6tjrblbp9i5ot22a0ziwiulhz38bq, Webhook: https://hooks.company.com/814kstxlwaoadisxf97mfp2hco1gfdnu, Settings: Retry: 9, Timeout: 82s [ID: 1701]|{"account_id": "ACC-078", "region": "International", "product_line": "SMB"}
user-004|core|I'm Bob Smith, Customer Success Manager at TechCorp. My focus areas are digital transformation and digital transformation. [ID: 1702]|{"account_id": "ACC-030", "region": "Southeast", "product_line": "Analytics"}
user-004|semantic|Customer Data Platform refers to the measurement of business outcomes. Key characteristics include measurable outcomes, actionable insights, and continuous improvement. [ID: 1703]|{"account_id": "ACC-166", "region": "International", "product_line": "Operations"}
user-004|core|Iris Martinez here - I'm the Account Executive for FinTech Solutions's engineering team. [ID: 1704]|{"account_id": "ACC-159", "region": "Northeast", "product_line": "Enterprise"}
@@ -5590,7 +5590,7 @@ user-001|core|I'm Emma Wilson, Customer Success Manager at CloudSystems. My focu
user-003|core|My name is Frank Chen and I work as a Product Manager at Smart Solutions. I specialize in B2B marketing. [ID: 1708]|{"account_id": "ACC-173", "region": "International", "product_line": "SMB"}
user-002|semantic|Predictive Analytics refers to the measurement of business outcomes. Key characteristics include measurable outcomes, actionable insights, and continuous improvement. [ID: 1709]|{"account_id": "ACC-182", "region": "International", "product_line": "Marketing"}
user-002|semantic|Sales Velocity is a key metric for business performance. It helps organizations make data-driven decisions. Critical for strategic planning and optimization. [ID: 1710]|{"account_id": "ACC-069", "region": "Southeast", "product_line": "SMB"}
-user-005|knowledge_vault|Slack Configuration: URL: https://portal.company.com, Access Token: l6im9nc8vmq9ttniuf1xbuovvb7oeo6kw9xhlygwlrz3ebqji8k3cajqehl6m423, Webhook: https://hooks.company.com/j6fgzw8ovgqcueu035504t9cvpu6rla1, Settings: Retry: 7, Timeout: 43s [ID: 1711]|{"account_id": "ACC-008", "region": "West", "product_line": "Platform"}
+user-005|knowledge|Slack Configuration: URL: https://portal.company.com, Access Token: l6im9nc8vmq9ttniuf1xbuovvb7oeo6kw9xhlygwlrz3ebqji8k3cajqehl6m423, Webhook: https://hooks.company.com/j6fgzw8ovgqcueu035504t9cvpu6rla1, Settings: Retry: 7, Timeout: 43s [ID: 1711]|{"account_id": "ACC-008", "region": "West", "product_line": "Platform"}
user-002|core|I'm Jack Anderson, working as Customer Success Manager in NextGen Tech. My key expertise is in technical consulting. [ID: 1712]|{"account_id": "ACC-134", "region": "Northwest", "product_line": "Analytics"}
user-005|core|I'm Henry Brown, working as Business Development Manager in Global Enterprises. My key expertise is in digital transformation. [ID: 1713]|{"account_id": "ACC-022", "region": "Northeast", "product_line": "Financial"}
user-004|core|I'm Frank Chen, Solutions Architect at Digital Dynamics. My focus areas are customer engagement and customer engagement. [ID: 1714]|{"account_id": "ACC-069", "region": "Southwest", "product_line": "Operations"}
@@ -5632,14 +5632,14 @@ We will implement strategic tactics to achieve our objectives. This includes hir
## Action Items
1) Complete by mid-year 2) Review weekly progress 3) Adjust strategy as needed [ID: 1723]|{"account_id": "ACC-054", "region": "East", "product_line": "Financial"}
user-003|episodic|Last Wednesday, I attended Trade Show at Austin. Met 46 potential leads and scheduled 7 follow-up meetings. [ID: 1724]|{"account_id": "ACC-123", "region": "Southeast", "product_line": "Platform"}
-user-004|knowledge_vault|Zendesk Configuration: URL: https://portal.company.com, Access Token: 15yfx67l5n1biah6w61luyh6bk2zly5bcj84et5yaa5b5uh9y0qwx33z5y0881zn, Webhook: https://hooks.company.com/t0518vcv2nsdhne66arg2dns4agkxjrz, Settings: Retry: 9, Timeout: 92s [ID: 1725]|{"account_id": "ACC-079", "region": "Southwest", "product_line": "Operations"}
+user-004|knowledge|Zendesk Configuration: URL: https://portal.company.com, Access Token: 15yfx67l5n1biah6w61luyh6bk2zly5bcj84et5yaa5b5uh9y0qwx33z5y0881zn, Webhook: https://hooks.company.com/t0518vcv2nsdhne66arg2dns4agkxjrz, Settings: Retry: 9, Timeout: 92s [ID: 1725]|{"account_id": "ACC-079", "region": "Southwest", "product_line": "Operations"}
user-003|core|My name is Emma Wilson and I work as a Customer Success Manager at FinTech Solutions. I specialize in technical consulting. [ID: 1726]|{"account_id": "ACC-051", "region": "Southwest", "product_line": "Marketing"}
user-005|procedural|Migration checklist: 1) Collect feedback regularly. 2) Conduct initial assessment. 3) Prepare detailed proposal. 4) Review requirements thoroughly. 5) Identify key stakeholders. [ID: 1727]|{"account_id": "ACC-146", "region": "Southwest", "product_line": "Integration"}
user-002|core|My name is David Lee and I work as a CTO at Quantum Systems. I specialize in digital transformation. [ID: 1728]|{"account_id": "ACC-187", "region": "East", "product_line": "Operations"}
user-005|core|Carol Davis here - I'm the Product Manager for Innovation Labs's engineering team. [ID: 1729]|{"account_id": "ACC-113", "region": "Midwest", "product_line": "Marketing"}
user-005|semantic|Customer Lifetime Value is a key metric for business performance. It helps organizations make data-driven decisions. Critical for strategic planning and optimization. [ID: 1730]|{"account_id": "ACC-103", "region": "International", "product_line": "Cloud"}
user-001|episodic|On Wednesday, I had a call with NextGen Tech regarding performance concerns. We resolved the problem within 4 hours and they agreed to continue their contract. [ID: 1731]|{"account_id": "ACC-122", "region": "East", "product_line": "Operations"}
-user-003|knowledge_vault|AWS Credentials: API Key: sk_5is1h571txnjf8bcrbbcs7fvmv79yd1z, Secret: 5GZEB8D1RIUBJ6AVZPQCNZ2K8S5WSXG7E6SZHP18, Endpoint: https://api.service.com/v2, Region: ap-southeast-1 [ID: 1732]|{"account_id": "ACC-016", "region": "International", "product_line": "Marketing"}
+user-003|knowledge|AWS Credentials: API Key: sk_5is1h571txnjf8bcrbbcs7fvmv79yd1z, Secret: 5GZEB8D1RIUBJ6AVZPQCNZ2K8S5WSXG7E6SZHP18, Endpoint: https://api.service.com/v2, Region: ap-southeast-1 [ID: 1732]|{"account_id": "ACC-016", "region": "International", "product_line": "Marketing"}
user-001|resource|# Sales Enablement Plan
## Overview
@@ -5674,12 +5674,12 @@ We will implement measured tactics to achieve our objectives. This includes hiri
## Action Items
1) Complete by end of month 2) Review weekly progress 3) Adjust strategy as needed [ID: 1737]|{"account_id": "ACC-151", "region": "South", "product_line": "Security"}
user-003|semantic|Account-Based Marketing is a key metric for business performance. It helps organizations make data-driven decisions. Critical for strategic planning and optimization. [ID: 1738]|{"account_id": "ACC-096", "region": "Midwest", "product_line": "Integration"}
-user-002|knowledge_vault|Stripe Configuration: URL: https://app.company.com, Access Token: nk3xuk07qbox9kugc4g2h4r4bkhj8hcduaff94y667yddsjsm2qgzle1vh8vum79, Webhook: https://hooks.company.com/v8fil8yxs0ggqtq65g1prxdwru5g6srx, Settings: Retry: 4, Timeout: 87s [ID: 1739]|{"account_id": "ACC-019", "region": "South", "product_line": "Financial"}
+user-002|knowledge|Stripe Configuration: URL: https://app.company.com, Access Token: nk3xuk07qbox9kugc4g2h4r4bkhj8hcduaff94y667yddsjsm2qgzle1vh8vum79, Webhook: https://hooks.company.com/v8fil8yxs0ggqtq65g1prxdwru5g6srx, Settings: Retry: 4, Timeout: 87s [ID: 1739]|{"account_id": "ACC-019", "region": "South", "product_line": "Financial"}
user-004|core|I'm Grace Taylor, working as Senior Sales Manager in FinTech Solutions. My key expertise is in B2B marketing. [ID: 1740]|{"account_id": "ACC-084", "region": "South", "product_line": "Integration"}
-user-004|knowledge_vault|Marketing Platform Credentials: API Key: sk_rwcagrq5hjmbo5th6he8627e12102yh1, Secret: H2QGPU5EMECQFBO50YA4ZOXBIKHVZAXCISI0CS3J, Endpoint: https://api.system.com/v1, Region: ap-southeast-1 [ID: 1741]|{"account_id": "ACC-065", "region": "Southeast", "product_line": "SMB"}
+user-004|knowledge|Marketing Platform Credentials: API Key: sk_rwcagrq5hjmbo5th6he8627e12102yh1, Secret: H2QGPU5EMECQFBO50YA4ZOXBIKHVZAXCISI0CS3J, Endpoint: https://api.system.com/v1, Region: ap-southeast-1 [ID: 1741]|{"account_id": "ACC-065", "region": "Southeast", "product_line": "SMB"}
user-002|procedural|Quote generation workflow: Step 1 - Review requirements thoroughly. Step 2 - Schedule implementation. Step 3 - Address concerns and objections. Step 4 - Identify key stakeholders. Step 5 - Negotiate terms and pricing. [ID: 1742]|{"account_id": "ACC-047", "region": "Central", "product_line": "SMB"}
user-002|episodic|On Tuesday at 16:30 PM, I had a discovery call with CloudSystems. We discussed pricing structure and identified key pain points. [ID: 1743]|{"account_id": "ACC-072", "region": "West", "product_line": "Platform"}
-user-005|knowledge_vault|Staging Environment Access: Server: staging-db-3.company.com, Port: 27017, Username: admin_8153, Password: TxlQy765H@LEz@#0, Additional: SSL: Required, Timeout: 34s [ID: 1744]|{"account_id": "ACC-002", "region": "Midwest", "product_line": "Operations"}
+user-005|knowledge|Staging Environment Access: Server: staging-db-3.company.com, Port: 27017, Username: admin_8153, Password: TxlQy765H@LEz@#0, Additional: SSL: Required, Timeout: 34s [ID: 1744]|{"account_id": "ACC-002", "region": "Midwest", "product_line": "Operations"}
user-002|semantic|Net Promoter Score is an essential tool for modern business. It provides benefits such as increased efficiency, better decision making, and improved ROI. [ID: 1745]|{"account_id": "ACC-108", "region": "Central", "product_line": "Analytics"}
user-001|resource|# Product Pricing Guide
@@ -5750,10 +5750,10 @@ Always document throughout the process
## Resources
Training materials available on internal portal [ID: 1758]|{"account_id": "ACC-049", "region": "Southwest", "product_line": "Cloud"}
-user-004|knowledge_vault|Salesforce API Credentials: API Key: sk_53itae93sv0f43pw0ur8qht6fianqeio, Secret: 0GU11UWGF87GN5BPW2N9A0HIFB4V5UCC3M3E7MOY, Endpoint: https://api.service.com/v2, Region: ap-southeast-1 [ID: 1759]|{"account_id": "ACC-025", "region": "Central", "product_line": "Integration"}
+user-004|knowledge|Salesforce API Credentials: API Key: sk_53itae93sv0f43pw0ur8qht6fianqeio, Secret: 0GU11UWGF87GN5BPW2N9A0HIFB4V5UCC3M3E7MOY, Endpoint: https://api.service.com/v2, Region: ap-southeast-1 [ID: 1759]|{"account_id": "ACC-025", "region": "Central", "product_line": "Integration"}
user-002|core|Frank Chen here - I'm the Product Manager for Global Enterprises's sales team. [ID: 1760]|{"account_id": "ACC-147", "region": "East", "product_line": "Integration"}
user-005|episodic|On Friday, I had a call with Smart Solutions regarding feature request. We resolved the problem within 1 hours and they agreed to expand to more users. [ID: 1761]|{"account_id": "ACC-002", "region": "Midwest", "product_line": "Operations"}
-user-003|knowledge_vault|Zendesk Configuration: URL: https://app.company.com, Access Token: qk5t0jycyqi0soc6nl7cx7s81qw0ggasdbdi4928dnl12nn4f3f2zvwr6s9rt0du, Webhook: https://hooks.company.com/5d2ndq967mhnfjhulmdw6wk8tzy06qpp, Settings: Retry: 8, Timeout: 97s [ID: 1762]|{"account_id": "ACC-184", "region": "International", "product_line": "SMB"}
+user-003|knowledge|Zendesk Configuration: URL: https://app.company.com, Access Token: qk5t0jycyqi0soc6nl7cx7s81qw0ggasdbdi4928dnl12nn4f3f2zvwr6s9rt0du, Webhook: https://hooks.company.com/5d2ndq967mhnfjhulmdw6wk8tzy06qpp, Settings: Retry: 8, Timeout: 97s [ID: 1762]|{"account_id": "ACC-184", "region": "International", "product_line": "SMB"}
user-003|semantic|Conversation Intelligence is an essential tool for modern business. It provides benefits such as increased efficiency, better decision making, and improved ROI. [ID: 1763]|{"account_id": "ACC-065", "region": "Southeast", "product_line": "Analytics"}
user-005|resource|# Sales Enablement Plan
@@ -5772,8 +5772,8 @@ We will implement aggressive tactics to achieve our objectives. This includes hi
1) Complete by mid-year 2) Review weekly progress 3) Adjust strategy as needed [ID: 1764]|{"account_id": "ACC-172", "region": "International", "product_line": "SMB"}
user-003|episodic|Last Monday, I attended Trade Show at Chicago. Met 23 potential leads and scheduled 6 follow-up meetings. [ID: 1765]|{"account_id": "ACC-092", "region": "Northeast", "product_line": "Platform"}
user-004|semantic|Account-Based Marketing is a key metric for business performance. It helps organizations make data-driven decisions. Critical for strategic planning and optimization. [ID: 1766]|{"account_id": "ACC-043", "region": "Midwest", "product_line": "Financial"}
-user-004|knowledge_vault|File Storage Access: Server: dev-db-9.company.com, Port: 6379, Username: admin_7847, Password: F@w%eHWcngl2aokV, Additional: SSL: Required, Timeout: 33s [ID: 1767]|{"account_id": "ACC-153", "region": "Northeast", "product_line": "Marketing"}
-user-002|knowledge_vault|Slack Configuration: URL: https://portal.company.com, Access Token: x1wnhhtwj09qx9dtj8rhwa6dh1tvittb7ewef0sx9sp5tssu836x2rauwivv182h, Webhook: https://hooks.company.com/u3ji5j4s2sm7u65asia1ojmsn9j1qi8h, Settings: Retry: 9, Timeout: 101s [ID: 1768]|{"account_id": "ACC-121", "region": "East", "product_line": "Financial"}
+user-004|knowledge|File Storage Access: Server: dev-db-9.company.com, Port: 6379, Username: admin_7847, Password: F@w%eHWcngl2aokV, Additional: SSL: Required, Timeout: 33s [ID: 1767]|{"account_id": "ACC-153", "region": "Northeast", "product_line": "Marketing"}
+user-002|knowledge|Slack Configuration: URL: https://portal.company.com, Access Token: x1wnhhtwj09qx9dtj8rhwa6dh1tvittb7ewef0sx9sp5tssu836x2rauwivv182h, Webhook: https://hooks.company.com/u3ji5j4s2sm7u65asia1ojmsn9j1qi8h, Settings: Retry: 9, Timeout: 101s [ID: 1768]|{"account_id": "ACC-121", "region": "East", "product_line": "Financial"}
user-004|core|I'm Emma Wilson, working as Sales Engineer in Innovation Labs. My key expertise is in product strategy. [ID: 1769]|{"account_id": "ACC-194", "region": "Central", "product_line": "Operations"}
user-004|core|Profile update: Carol Davis, Marketing Director position at DataVision Inc, responsible for product development. [ID: 1770]|{"account_id": "ACC-168", "region": "Midwest", "product_line": "Analytics"}
user-001|episodic|On Wednesday, I had a call with FinTech Solutions regarding feature request. We resolved the problem within 2 hours and they agreed to upgrade their plan. [ID: 1771]|{"account_id": "ACC-136", "region": "South", "product_line": "Analytics"}
@@ -5829,7 +5829,7 @@ We will implement measured tactics to achieve our objectives. This includes hiri
1) Complete by end of quarter 2) Review weekly progress 3) Adjust strategy as needed [ID: 1779]|{"account_id": "ACC-055", "region": "International", "product_line": "Financial"}
user-002|semantic|Sales Intelligence is an essential tool for modern business. It provides benefits such as increased efficiency, better decision making, and improved ROI. [ID: 1780]|{"account_id": "ACC-053", "region": "Southeast", "product_line": "Cloud"}
user-003|procedural|Migration checklist: 1) Finalize documentation. 2) Identify key stakeholders. 3) Conduct initial assessment. 4) Review requirements thoroughly. 5) Collect feedback regularly. [ID: 1781]|{"account_id": "ACC-127", "region": "South", "product_line": "Enterprise"}
-user-001|knowledge_vault|Slack Configuration: URL: https://app.company.com, Access Token: 8i96h4h3tfvbyfoz5wwkkm0w1kfcgr2svy3pxoa4wtz90pnzliqmomgkqe602usi, Webhook: https://hooks.company.com/lx44dkau9k11dh5c4gmdf40i5zo731kz, Settings: Retry: 10, Timeout: 82s [ID: 1782]|{"account_id": "ACC-079", "region": "South", "product_line": "Integration"}
+user-001|knowledge|Slack Configuration: URL: https://app.company.com, Access Token: 8i96h4h3tfvbyfoz5wwkkm0w1kfcgr2svy3pxoa4wtz90pnzliqmomgkqe602usi, Webhook: https://hooks.company.com/lx44dkau9k11dh5c4gmdf40i5zo731kz, Settings: Retry: 10, Timeout: 82s [ID: 1782]|{"account_id": "ACC-079", "region": "South", "product_line": "Integration"}
user-003|semantic|Net Promoter Score refers to the measurement of business outcomes. Key characteristics include measurable outcomes, actionable insights, and continuous improvement. [ID: 1783]|{"account_id": "ACC-152", "region": "International", "product_line": "Integration"}
user-002|resource|# Comprehensive Q4 Sales Strategy
@@ -5877,10 +5877,10 @@ We will implement focused tactics to achieve our objectives. This includes hirin
## Action Items
1) Complete by end of month 2) Review weekly progress 3) Adjust strategy as needed [ID: 1787]|{"account_id": "ACC-016", "region": "West", "product_line": "Operations"}
-user-004|knowledge_vault|Stripe Configuration: URL: https://portal.company.com, Access Token: f9dtpmvibht5k3s2a60ubm2ebnhqdtuwzmkivvi6gtt9yfkqly6gwfv0fzaf5j5y, Webhook: https://hooks.company.com/60phq39wt1x1zxj7iqm2mtkzyr6rcwhy, Settings: Retry: 9, Timeout: 84s [ID: 1788]|{"account_id": "ACC-101", "region": "International", "product_line": "Financial"}
+user-004|knowledge|Stripe Configuration: URL: https://portal.company.com, Access Token: f9dtpmvibht5k3s2a60ubm2ebnhqdtuwzmkivvi6gtt9yfkqly6gwfv0fzaf5j5y, Webhook: https://hooks.company.com/60phq39wt1x1zxj7iqm2mtkzyr6rcwhy, Settings: Retry: 9, Timeout: 84s [ID: 1788]|{"account_id": "ACC-101", "region": "International", "product_line": "Financial"}
user-004|procedural|Deal approval workflow: Step 1 - Negotiate terms and pricing. Step 2 - Monitor progress closely. Step 3 - Collect feedback regularly. Step 4 - Identify key stakeholders. Step 5 - Schedule implementation. [ID: 1789]|{"account_id": "ACC-049", "region": "International", "product_line": "Cloud"}
-user-001|knowledge_vault|AWS Credentials: API Key: sk_xwxnot5qzm5d7qjnkzb0iqmpnucvigns, Secret: S4M7V21S0YQGX0J2GYPFN030OM5YF1EFRDXJX9EM, Endpoint: https://api.system.com/v3, Region: us-east-1 [ID: 1790]|{"account_id": "ACC-027", "region": "East", "product_line": "Enterprise"}
-user-005|knowledge_vault|Communication Service Credentials: API Key: sk_bnvm0qbxbcnkgusvzf8l9sys8innbf7s, Secret: P5AUZVCTNC5SZU24QY5EIVFOF2IH8YCMV0XJSOSO, Endpoint: https://api.service.com/v2, Region: eu-west-1 [ID: 1791]|{"account_id": "ACC-031", "region": "Northeast", "product_line": "Operations"}
+user-001|knowledge|AWS Credentials: API Key: sk_xwxnot5qzm5d7qjnkzb0iqmpnucvigns, Secret: S4M7V21S0YQGX0J2GYPFN030OM5YF1EFRDXJX9EM, Endpoint: https://api.system.com/v3, Region: us-east-1 [ID: 1790]|{"account_id": "ACC-027", "region": "East", "product_line": "Enterprise"}
+user-005|knowledge|Communication Service Credentials: API Key: sk_bnvm0qbxbcnkgusvzf8l9sys8innbf7s, Secret: P5AUZVCTNC5SZU24QY5EIVFOF2IH8YCMV0XJSOSO, Endpoint: https://api.service.com/v2, Region: eu-west-1 [ID: 1791]|{"account_id": "ACC-031", "region": "Northeast", "product_line": "Operations"}
user-005|core|I'm Alice Johnson, Product Manager at CloudSystems. My focus areas are enterprise sales and data analytics. [ID: 1792]|{"account_id": "ACC-185", "region": "Central", "product_line": "Marketing"}
user-002|semantic|Net Promoter Score is an essential tool for modern business. It provides benefits such as increased efficiency, better decision making, and improved ROI. [ID: 1793]|{"account_id": "ACC-009", "region": "East", "product_line": "Platform"}
user-002|core|I'm Jack Anderson, working as Product Manager in TechCorp. My key expertise is in product strategy. [ID: 1794]|{"account_id": "ACC-020", "region": "Southwest", "product_line": "Cloud"}
@@ -5923,12 +5923,12 @@ We will implement focused tactics to achieve our objectives. This includes hirin
user-002|episodic|This morning at 8:30 PM, I closed a deal with TechCorp worth $166K annually. The contract was signed after 1 months of negotiations. [ID: 1803]|{"account_id": "ACC-111", "region": "Southwest", "product_line": "Marketing"}
user-005|procedural|My sales qualification process: First, Negotiate terms and pricing. Second, Review requirements thoroughly. Third, Document lessons learned. Fourth, Conduct initial assessment. Finally, Identify key stakeholders. [ID: 1804]|{"account_id": "ACC-169", "region": "Northeast", "product_line": "Marketing"}
user-001|procedural|My sales qualification process: First, Document lessons learned. Second, Negotiate terms and pricing. Third, Identify key stakeholders. Fourth, Finalize documentation. Finally, Monitor progress closely. [ID: 1805]|{"account_id": "ACC-031", "region": "East", "product_line": "Marketing"}
-user-005|knowledge_vault|Staging Environment Access: Server: staging-db-9.company.com, Port: 3306, Username: admin_8223, Password: o$jD#8wN0B!yE5#%, Additional: SSL: Required, Timeout: 20s [ID: 1806]|{"account_id": "ACC-142", "region": "International", "product_line": "Security"}
+user-005|knowledge|Staging Environment Access: Server: staging-db-9.company.com, Port: 3306, Username: admin_8223, Password: o$jD#8wN0B!yE5#%, Additional: SSL: Required, Timeout: 20s [ID: 1806]|{"account_id": "ACC-142", "region": "International", "product_line": "Security"}
user-004|episodic|On Friday at 12:00 AM, I had a strategic planning session with NextGen Tech. We discussed security compliance and identified key pain points. [ID: 1807]|{"account_id": "ACC-148", "region": "International", "product_line": "Analytics"}
user-004|procedural|My account planning process: First, Prepare detailed proposal. Second, Conduct initial assessment. Third, Monitor progress closely. Fourth, Identify key stakeholders. Finally, Address concerns and objections. [ID: 1808]|{"account_id": "ACC-088", "region": "Central", "product_line": "Analytics"}
user-005|core|I'm Bob Smith, working as Product Manager in Quantum Systems. My key expertise is in product strategy. [ID: 1809]|{"account_id": "ACC-106", "region": "Northeast", "product_line": "SMB"}
user-003|core|Alice Johnson here - I'm the Marketing Director for TechCorp's operations team. [ID: 1810]|{"account_id": "ACC-071", "region": "South", "product_line": "Security"}
-user-001|knowledge_vault|HubSpot Configuration: URL: https://portal.company.com, Access Token: g6s5gf4p38fji4em1vtmjk7ikg8xv0tr5rmavslknzn5kltqewgz6d42qfd2auie, Webhook: https://hooks.company.com/y8ghla6glktvtsifcs0w77r89s8w6nqy, Settings: Retry: 10, Timeout: 63s [ID: 1811]|{"account_id": "ACC-106", "region": "Southeast", "product_line": "Platform"}
+user-001|knowledge|HubSpot Configuration: URL: https://portal.company.com, Access Token: g6s5gf4p38fji4em1vtmjk7ikg8xv0tr5rmavslknzn5kltqewgz6d42qfd2auie, Webhook: https://hooks.company.com/y8ghla6glktvtsifcs0w77r89s8w6nqy, Settings: Retry: 10, Timeout: 63s [ID: 1811]|{"account_id": "ACC-106", "region": "Southeast", "product_line": "Platform"}
user-003|resource|# Market Analysis Report
## Overview
@@ -5948,7 +5948,7 @@ user-002|semantic|Customer Churn is an essential tool for modern business. It pr
user-005|episodic|This morning at 15:30 PM, I closed a deal with Digital Dynamics worth $323K annually. The contract was signed after 4 months of negotiations. [ID: 1814]|{"account_id": "ACC-088", "region": "Southeast", "product_line": "Operations"}
user-005|procedural|Deal approval workflow: Step 1 - Conduct initial assessment. Step 2 - Prepare detailed proposal. Step 3 - Schedule implementation. Step 4 - Identify key stakeholders. Step 5 - Monitor progress closely. [ID: 1815]|{"account_id": "ACC-020", "region": "Midwest", "product_line": "Operations"}
user-005|episodic|On Monday at 17:30 AM, I had a discovery call with CloudSystems. We discussed expansion plans for Q4 and requested proposal revision. [ID: 1816]|{"account_id": "ACC-076", "region": "East", "product_line": "Financial"}
-user-004|knowledge_vault|Zendesk Configuration: URL: https://portal.company.com, Access Token: 092mg4el3d7hq8f5xz8oymw0e4rih8dagtu4nenyj4mdq0j3ppyq7ggcbhzi3enk, Webhook: https://hooks.company.com/xy0pqm7uwi05bq5itirwblgzdi1ena20, Settings: Retry: 5, Timeout: 105s [ID: 1817]|{"account_id": "ACC-011", "region": "International", "product_line": "Cloud"}
+user-004|knowledge|Zendesk Configuration: URL: https://portal.company.com, Access Token: 092mg4el3d7hq8f5xz8oymw0e4rih8dagtu4nenyj4mdq0j3ppyq7ggcbhzi3enk, Webhook: https://hooks.company.com/xy0pqm7uwi05bq5itirwblgzdi1ena20, Settings: Retry: 5, Timeout: 105s [ID: 1817]|{"account_id": "ACC-011", "region": "International", "product_line": "Cloud"}
user-005|procedural|My lead scoring process: First, Monitor progress closely. Second, Prepare detailed proposal. Third, Document lessons learned. Fourth, Present to decision makers. Finally, Identify key stakeholders. [ID: 1818]|{"account_id": "ACC-119", "region": "East", "product_line": "Enterprise"}
user-004|procedural|Customer handoff workflow: Step 1 - Schedule implementation. Step 2 - Address concerns and objections. Step 3 - Collect feedback regularly. Step 4 - Negotiate terms and pricing. Step 5 - Identify key stakeholders. [ID: 1819]|{"account_id": "ACC-006", "region": "East", "product_line": "Marketing"}
user-004|semantic|Customer Lifetime Value refers to the measurement of business outcomes. Key characteristics include measurable outcomes, actionable insights, and continuous improvement. [ID: 1820]|{"account_id": "ACC-007", "region": "Northwest", "product_line": "Security"}
@@ -5999,7 +5999,7 @@ Always monitor throughout the process
## Resources
Training materials available on internal portal [ID: 1825]|{"account_id": "ACC-158", "region": "Southeast", "product_line": "Marketing"}
-user-002|knowledge_vault|Stripe Configuration: URL: https://app.company.com, Access Token: j56jss7bq9ic60u8wpp2106v2jumeh84siw5a9wn7z8juo0p2ifltnac5byuvlqb, Webhook: https://hooks.company.com/y7rz6vbetq6a92ql5g6lzdaws7cdu6o0, Settings: Retry: 4, Timeout: 87s [ID: 1826]|{"account_id": "ACC-098", "region": "International", "product_line": "Security"}
+user-002|knowledge|Stripe Configuration: URL: https://app.company.com, Access Token: j56jss7bq9ic60u8wpp2106v2jumeh84siw5a9wn7z8juo0p2ifltnac5byuvlqb, Webhook: https://hooks.company.com/y7rz6vbetq6a92ql5g6lzdaws7cdu6o0, Settings: Retry: 4, Timeout: 87s [ID: 1826]|{"account_id": "ACC-098", "region": "International", "product_line": "Security"}
user-005|core|I'm Frank Chen, Sales Engineer at TechCorp. My focus areas are cloud architecture and technical consulting. [ID: 1827]|{"account_id": "ACC-170", "region": "East", "product_line": "SMB"}
user-002|semantic|Digital Sales Room is a key metric for business performance. It helps organizations make data-driven decisions. Critical for strategic planning and optimization. [ID: 1828]|{"account_id": "ACC-189", "region": "Northeast", "product_line": "Enterprise"}
user-001|core|I'm Bob Smith, Senior Sales Manager at FinTech Solutions. My focus areas are digital transformation and product strategy. [ID: 1829]|{"account_id": "ACC-174", "region": "Southwest", "product_line": "Enterprise"}
@@ -6010,7 +6010,7 @@ user-002|episodic|On Friday, I had a call with DataVision Inc regarding feature
user-002|procedural|My account planning process: First, Review requirements thoroughly. Second, Present to decision makers. Third, Prepare detailed proposal. Fourth, Collect feedback regularly. Finally, Address concerns and objections. [ID: 1834]|{"account_id": "ACC-036", "region": "West", "product_line": "Integration"}
user-004|core|My name is Carol Davis and I work as a Sales Engineer at Digital Dynamics. I specialize in business intelligence. [ID: 1835]|{"account_id": "ACC-014", "region": "International", "product_line": "Security"}
user-003|procedural|My competitive analysis process: First, Present to decision makers. Second, Monitor progress closely. Third, Identify key stakeholders. Fourth, Collect feedback regularly. Finally, Prepare detailed proposal. [ID: 1836]|{"account_id": "ACC-031", "region": "Central", "product_line": "Security"}
-user-003|knowledge_vault|Data Warehouse Credentials: API Key: sk_1ywxde9f2xe36bw4tki5tnmgtwfqmhsq, Secret: W3U7PED6V9BWHYU88S97LZIOSQKKLNA85INL4NWC, Endpoint: https://api.system.com/v2, Region: eu-west-1 [ID: 1837]|{"account_id": "ACC-147", "region": "Northeast", "product_line": "Enterprise"}
+user-003|knowledge|Data Warehouse Credentials: API Key: sk_1ywxde9f2xe36bw4tki5tnmgtwfqmhsq, Secret: W3U7PED6V9BWHYU88S97LZIOSQKKLNA85INL4NWC, Endpoint: https://api.system.com/v2, Region: eu-west-1 [ID: 1837]|{"account_id": "ACC-147", "region": "Northeast", "product_line": "Enterprise"}
user-001|semantic|Customer Lifetime Value is an essential tool for modern business. It provides benefits such as increased efficiency, better decision making, and improved ROI. [ID: 1838]|{"account_id": "ACC-177", "region": "Northwest", "product_line": "Cloud"}
user-005|resource|# Compensation Plan
@@ -6030,7 +6030,7 @@ We will implement measured tactics to achieve our objectives. This includes hiri
user-004|procedural|My sales qualification process: First, Monitor progress closely. Second, Review requirements thoroughly. Third, Schedule implementation. Fourth, Identify key stakeholders. Finally, Collect feedback regularly. [ID: 1840]|{"account_id": "ACC-060", "region": "Midwest", "product_line": "Integration"}
user-001|semantic|Predictive Analytics refers to the measurement of business outcomes. Key characteristics include measurable outcomes, actionable insights, and continuous improvement. [ID: 1841]|{"account_id": "ACC-083", "region": "Northwest", "product_line": "Platform"}
user-003|core|Profile update: Bob Smith, Senior Sales Manager position at Smart Solutions, responsible for product development. [ID: 1842]|{"account_id": "ACC-080", "region": "South", "product_line": "Platform"}
-user-002|knowledge_vault|Production Database Access: Server: staging-db-10.company.com, Port: 5432, Username: admin_6224, Password: c9lPNl@G%OmXKHY3, Additional: SSL: Required, Timeout: 47s [ID: 1843]|{"account_id": "ACC-097", "region": "Northeast", "product_line": "Enterprise"}
+user-002|knowledge|Production Database Access: Server: staging-db-10.company.com, Port: 5432, Username: admin_6224, Password: c9lPNl@G%OmXKHY3, Additional: SSL: Required, Timeout: 47s [ID: 1843]|{"account_id": "ACC-097", "region": "Northeast", "product_line": "Enterprise"}
user-003|core|My name is Emma Wilson and I work as a Product Manager at Innovation Labs. I specialize in technical consulting. [ID: 1844]|{"account_id": "ACC-172", "region": "West", "product_line": "Enterprise"}
user-001|episodic|This morning at 11:00 PM, I closed a deal with DataVision Inc worth $461K annually. The contract was signed after 3 months of negotiations. [ID: 1845]|{"account_id": "ACC-014", "region": "Southeast", "product_line": "Marketing"}
user-002|procedural|My territory planning process: First, Negotiate terms and pricing. Second, Monitor progress closely. Third, Present to decision makers. Fourth, Finalize documentation. Finally, Conduct initial assessment. [ID: 1846]|{"account_id": "ACC-004", "region": "Northeast", "product_line": "Financial"}
@@ -6057,7 +6057,7 @@ user-004|core|Henry Brown here - I'm the Product Manager for TechCorp's operatio
user-002|core|Profile update: Emma Wilson, Account Executive position at DataVision Inc, responsible for team leadership. [ID: 1853]|{"account_id": "ACC-102", "region": "Southeast", "product_line": "SMB"}
user-002|episodic|Yesterday at 15:30 PM, I conducted a presentation for Global Enterprises. Deal moved to final stage. [ID: 1854]|{"account_id": "ACC-085", "region": "Southwest", "product_line": "Platform"}
user-004|core|I'm Alice Johnson, Account Executive at Quantum Systems. My focus areas are product strategy and cloud architecture. [ID: 1855]|{"account_id": "ACC-043", "region": "Central", "product_line": "Enterprise"}
-user-001|knowledge_vault|VPN Gateway Access: Server: dev-db-6.company.com, Port: 27017, Username: admin_2131, Password: !KTOb@DlKGnMKX#H, Additional: SSL: Required, Timeout: 60s [ID: 1856]|{"account_id": "ACC-049", "region": "Southeast", "product_line": "Enterprise"}
+user-001|knowledge|VPN Gateway Access: Server: dev-db-6.company.com, Port: 27017, Username: admin_2131, Password: !KTOb@DlKGnMKX#H, Additional: SSL: Required, Timeout: 60s [ID: 1856]|{"account_id": "ACC-049", "region": "Southeast", "product_line": "Enterprise"}
user-001|procedural|Contract negotiation workflow: Step 1 - Present to decision makers. Step 2 - Schedule implementation. Step 3 - Address concerns and objections. Step 4 - Finalize documentation. Step 5 - Negotiate terms and pricing. [ID: 1857]|{"account_id": "ACC-097", "region": "Midwest", "product_line": "SMB"}
user-002|procedural|My lead scoring process: First, Monitor progress closely. Second, Prepare detailed proposal. Third, Finalize documentation. Fourth, Negotiate terms and pricing. Finally, Conduct initial assessment. [ID: 1858]|{"account_id": "ACC-106", "region": "East", "product_line": "Operations"}
user-003|resource|# Product Pricing Guide
@@ -6075,17 +6075,17 @@ We will implement aggressive tactics to achieve our objectives. This includes hi
## Action Items
1) Complete by end of month 2) Review weekly progress 3) Adjust strategy as needed [ID: 1859]|{"account_id": "ACC-097", "region": "Northeast", "product_line": "Cloud"}
-user-004|knowledge_vault|HubSpot Configuration: URL: https://app.company.com, Access Token: dnnwqfy9rswn8y1m1p441x1ko0bcj9hergsbscbnbb4a2b2h5xfjazk7nb6so887, Webhook: https://hooks.company.com/d4i9btfeqqm5r57ddf389azefy8uanlj, Settings: Retry: 7, Timeout: 103s [ID: 1860]|{"account_id": "ACC-078", "region": "West", "product_line": "Security"}
+user-004|knowledge|HubSpot Configuration: URL: https://app.company.com, Access Token: dnnwqfy9rswn8y1m1p441x1ko0bcj9hergsbscbnbb4a2b2h5xfjazk7nb6so887, Webhook: https://hooks.company.com/d4i9btfeqqm5r57ddf389azefy8uanlj, Settings: Retry: 7, Timeout: 103s [ID: 1860]|{"account_id": "ACC-078", "region": "West", "product_line": "Security"}
user-003|episodic|On Thursday, I had a call with DataVision Inc regarding service outage. We resolved the problem within 6 hours and they agreed to continue their contract. [ID: 1861]|{"account_id": "ACC-200", "region": "International", "product_line": "Marketing"}
user-005|procedural|Customer handoff workflow: Step 1 - Collect feedback regularly. Step 2 - Document lessons learned. Step 3 - Negotiate terms and pricing. Step 4 - Prepare detailed proposal. Step 5 - Address concerns and objections. [ID: 1862]|{"account_id": "ACC-037", "region": "Southwest", "product_line": "SMB"}
user-001|procedural|My account planning process: First, Present to decision makers. Second, Schedule implementation. Third, Finalize documentation. Fourth, Prepare detailed proposal. Finally, Collect feedback regularly. [ID: 1863]|{"account_id": "ACC-077", "region": "Northwest", "product_line": "Cloud"}
user-005|episodic|On Monday, I had a call with Quantum Systems regarding feature request. We resolved the problem within 2 hours and they agreed to continue their contract. [ID: 1864]|{"account_id": "ACC-118", "region": "West", "product_line": "Marketing"}
user-001|semantic|Sales Intelligence is a key metric for business performance. It helps organizations make data-driven decisions. Critical for strategic planning and optimization. [ID: 1865]|{"account_id": "ACC-118", "region": "Southwest", "product_line": "Analytics"}
user-004|semantic|Net Promoter Score is an essential tool for modern business. It provides benefits such as increased efficiency, better decision making, and improved ROI. [ID: 1866]|{"account_id": "ACC-030", "region": "Southeast", "product_line": "Analytics"}
-user-001|knowledge_vault|Analytics Platform Access: Server: dev-db-4.company.com, Port: 8080, Username: admin_4495, Password: CwmFWFNUMQxLV2d5, Additional: SSL: Required, Timeout: 36s [ID: 1867]|{"account_id": "ACC-042", "region": "Central", "product_line": "Enterprise"}
+user-001|knowledge|Analytics Platform Access: Server: dev-db-4.company.com, Port: 8080, Username: admin_4495, Password: CwmFWFNUMQxLV2d5, Additional: SSL: Required, Timeout: 36s [ID: 1867]|{"account_id": "ACC-042", "region": "Central", "product_line": "Enterprise"}
user-002|episodic|On Thursday at 11:00 AM, I had a strategic planning session with CloudSystems. We discussed expansion plans for Q4 and scheduled technical workshop. [ID: 1868]|{"account_id": "ACC-024", "region": "International", "product_line": "Cloud"}
user-003|core|Profile update: Frank Chen, VP of Operations position at TechCorp, responsible for product development. [ID: 1869]|{"account_id": "ACC-200", "region": "Northwest", "product_line": "Enterprise"}
-user-002|knowledge_vault|Stripe Configuration: URL: https://portal.company.com, Access Token: xkd81akq2nz6oz2dzjlaf45hmoxlyzpfhjjj65hr68waoese4fb0pa1ve0srhx1d, Webhook: https://hooks.company.com/7bqlnaoblj512f4e9kcpqt3qbx43bbtc, Settings: Retry: 3, Timeout: 63s [ID: 1870]|{"account_id": "ACC-140", "region": "International", "product_line": "Platform"}
+user-002|knowledge|Stripe Configuration: URL: https://portal.company.com, Access Token: xkd81akq2nz6oz2dzjlaf45hmoxlyzpfhjjj65hr68waoese4fb0pa1ve0srhx1d, Webhook: https://hooks.company.com/7bqlnaoblj512f4e9kcpqt3qbx43bbtc, Settings: Retry: 3, Timeout: 63s [ID: 1870]|{"account_id": "ACC-140", "region": "International", "product_line": "Platform"}
user-001|resource|# Complete Compensation Plan
## Purpose
@@ -6102,7 +6102,7 @@ Always monitor throughout the process
## Resources
Training materials available on internal portal [ID: 1871]|{"account_id": "ACC-075", "region": "Midwest", "product_line": "Analytics"}
user-002|core|My name is Frank Chen and I work as a Business Development Manager at Quantum Systems. I specialize in technical consulting. [ID: 1872]|{"account_id": "ACC-094", "region": "West", "product_line": "Cloud"}
-user-001|knowledge_vault|Slack Configuration: URL: https://portal.company.com, Access Token: 2djxea4ypib90s901ekn655pdnebbcdmrksrlpj8gv5f0xi95x60v22mp4tqdtqg, Webhook: https://hooks.company.com/ech3ccnfbhmcgiwha264mpw89pqlofyy, Settings: Retry: 10, Timeout: 53s [ID: 1873]|{"account_id": "ACC-081", "region": "South", "product_line": "Integration"}
+user-001|knowledge|Slack Configuration: URL: https://portal.company.com, Access Token: 2djxea4ypib90s901ekn655pdnebbcdmrksrlpj8gv5f0xi95x60v22mp4tqdtqg, Webhook: https://hooks.company.com/ech3ccnfbhmcgiwha264mpw89pqlofyy, Settings: Retry: 10, Timeout: 53s [ID: 1873]|{"account_id": "ACC-081", "region": "South", "product_line": "Integration"}
user-004|resource|# Compensation Plan
## Overview
@@ -6124,7 +6124,7 @@ user-002|procedural|Audit checklist: 1) Finalize documentation. 2) Prepare detai
user-001|procedural|Migration checklist: 1) Review requirements thoroughly. 2) Schedule implementation. 3) Monitor progress closely. 4) Present to decision makers. 5) Conduct initial assessment. [ID: 1878]|{"account_id": "ACC-009", "region": "International", "product_line": "Platform"}
user-004|semantic|Digital Sales Room is an essential tool for modern business. It provides benefits such as increased efficiency, better decision making, and improved ROI. [ID: 1879]|{"account_id": "ACC-132", "region": "Southeast", "product_line": "Security"}
user-004|core|My name is Alice Johnson and I work as a Solutions Architect at Global Enterprises. I specialize in technical consulting. [ID: 1880]|{"account_id": "ACC-121", "region": "Southeast", "product_line": "Analytics"}
-user-005|knowledge_vault|Stripe Configuration: URL: https://portal.company.com, Access Token: gpjjkz632w7rvq7ti16egkws0n7g58qdsrbulzk8qkqbdhycffk6z2d4x0g2lngn, Webhook: https://hooks.company.com/bl3wl0t72ha5ycjqazehfie894291r2i, Settings: Retry: 3, Timeout: 87s [ID: 1881]|{"account_id": "ACC-176", "region": "West", "product_line": "Integration"}
+user-005|knowledge|Stripe Configuration: URL: https://portal.company.com, Access Token: gpjjkz632w7rvq7ti16egkws0n7g58qdsrbulzk8qkqbdhycffk6z2d4x0g2lngn, Webhook: https://hooks.company.com/bl3wl0t72ha5ycjqazehfie894291r2i, Settings: Retry: 3, Timeout: 87s [ID: 1881]|{"account_id": "ACC-176", "region": "West", "product_line": "Integration"}
user-003|procedural|Customer handoff workflow: Step 1 - Conduct initial assessment. Step 2 - Document lessons learned. Step 3 - Finalize documentation. Step 4 - Identify key stakeholders. Step 5 - Prepare detailed proposal. [ID: 1882]|{"account_id": "ACC-176", "region": "International", "product_line": "Integration"}
user-003|core|Profile update: Iris Martinez, Marketing Director position at Quantum Systems, responsible for customer retention. [ID: 1883]|{"account_id": "ACC-058", "region": "Southwest", "product_line": "Security"}
user-005|resource|# Customer Success Playbook
@@ -6157,14 +6157,14 @@ Always validate throughout the process
## Resources
Training materials available on internal portal [ID: 1885]|{"account_id": "ACC-195", "region": "Northwest", "product_line": "Analytics"}
-user-001|knowledge_vault|AWS Credentials: API Key: sk_nlmoi68tazf8wy5lyiljt8xdw561z5w7, Secret: TLR8GATL1W206VNINDPJ85XL5BZMO7SRMZ8AEHKS, Endpoint: https://api.service.com/v2, Region: eu-west-1 [ID: 1886]|{"account_id": "ACC-109", "region": "Northeast", "product_line": "Security"}
+user-001|knowledge|AWS Credentials: API Key: sk_nlmoi68tazf8wy5lyiljt8xdw561z5w7, Secret: TLR8GATL1W206VNINDPJ85XL5BZMO7SRMZ8AEHKS, Endpoint: https://api.service.com/v2, Region: eu-west-1 [ID: 1886]|{"account_id": "ACC-109", "region": "Northeast", "product_line": "Security"}
user-004|core|I'm David Lee, Sales Engineer at Digital Dynamics. My focus areas are product strategy and enterprise sales. [ID: 1887]|{"account_id": "ACC-050", "region": "Southwest", "product_line": "Security"}
-user-003|knowledge_vault|Production Database Access: Server: prod-db-5.company.com, Port: 3306, Username: admin_2207, Password: Qr3LHvHx8yc0oSLf, Additional: SSL: Required, Timeout: 25s [ID: 1888]|{"account_id": "ACC-183", "region": "West", "product_line": "Integration"}
-user-001|knowledge_vault|Zendesk Configuration: URL: https://dashboard.company.com, Access Token: 05xc9v33blx90zld3q1a118q07gzzkxcacptwl6hmgbaaqdkt24eqhdim236ga8y, Webhook: https://hooks.company.com/sm5y3d1whpccntk9aem8qe7kjta0zu7z, Settings: Retry: 3, Timeout: 79s [ID: 1889]|{"account_id": "ACC-144", "region": "East", "product_line": "Cloud"}
+user-003|knowledge|Production Database Access: Server: prod-db-5.company.com, Port: 3306, Username: admin_2207, Password: Qr3LHvHx8yc0oSLf, Additional: SSL: Required, Timeout: 25s [ID: 1888]|{"account_id": "ACC-183", "region": "West", "product_line": "Integration"}
+user-001|knowledge|Zendesk Configuration: URL: https://dashboard.company.com, Access Token: 05xc9v33blx90zld3q1a118q07gzzkxcacptwl6hmgbaaqdkt24eqhdim236ga8y, Webhook: https://hooks.company.com/sm5y3d1whpccntk9aem8qe7kjta0zu7z, Settings: Retry: 3, Timeout: 79s [ID: 1889]|{"account_id": "ACC-144", "region": "East", "product_line": "Cloud"}
user-002|episodic|Last Friday, I attended Trade Show at Boston. Met 26 potential leads and scheduled 11 follow-up meetings. [ID: 1890]|{"account_id": "ACC-067", "region": "South", "product_line": "Marketing"}
user-004|semantic|Customer Churn refers to the measurement of business outcomes. Key characteristics include measurable outcomes, actionable insights, and continuous improvement. [ID: 1891]|{"account_id": "ACC-090", "region": "International", "product_line": "Integration"}
user-003|semantic|Customer Lifetime Value is a key metric for business performance. It helps organizations make data-driven decisions. Critical for strategic planning and optimization. [ID: 1892]|{"account_id": "ACC-112", "region": "Southwest", "product_line": "Financial"}
-user-004|knowledge_vault|Salesforce Configuration: URL: https://dashboard.company.com, Access Token: 41927i7hfwcqmijau7oqb0z9e52i0xx5wqkvh8tecr9gcjvojm4daem5vhle5pt3, Webhook: https://hooks.company.com/rkboo4v6xdi6083h5jqwh625x5opvry9, Settings: Retry: 5, Timeout: 112s [ID: 1893]|{"account_id": "ACC-150", "region": "Southeast", "product_line": "Platform"}
+user-004|knowledge|Salesforce Configuration: URL: https://dashboard.company.com, Access Token: 41927i7hfwcqmijau7oqb0z9e52i0xx5wqkvh8tecr9gcjvojm4daem5vhle5pt3, Webhook: https://hooks.company.com/rkboo4v6xdi6083h5jqwh625x5opvry9, Settings: Retry: 5, Timeout: 112s [ID: 1893]|{"account_id": "ACC-150", "region": "Southeast", "product_line": "Platform"}
user-004|semantic|Account-Based Marketing is an essential tool for modern business. It provides benefits such as increased efficiency, better decision making, and improved ROI. [ID: 1894]|{"account_id": "ACC-129", "region": "International", "product_line": "SMB"}
user-005|resource|# Sales Enablement Plan
@@ -6224,7 +6224,7 @@ We will implement aggressive tactics to achieve our objectives. This includes hi
## Action Items
1) Complete by mid-year 2) Review weekly progress 3) Adjust strategy as needed [ID: 1909]|{"account_id": "ACC-102", "region": "Central", "product_line": "Marketing"}
user-002|core|Profile update: Frank Chen, VP of Operations position at Global Enterprises, responsible for product development. [ID: 1910]|{"account_id": "ACC-050", "region": "South", "product_line": "Enterprise"}
-user-002|knowledge_vault|Payment Gateway Credentials: API Key: sk_br48i3htqt9be7tix8w9ot0j7efr28pa, Secret: I1V68QF0STAB2JSUMQJFSKBR23YX6814KS672QVR, Endpoint: https://api.system.com/v3, Region: us-west-2 [ID: 1911]|{"account_id": "ACC-160", "region": "International", "product_line": "Marketing"}
+user-002|knowledge|Payment Gateway Credentials: API Key: sk_br48i3htqt9be7tix8w9ot0j7efr28pa, Secret: I1V68QF0STAB2JSUMQJFSKBR23YX6814KS672QVR, Endpoint: https://api.system.com/v3, Region: us-west-2 [ID: 1911]|{"account_id": "ACC-160", "region": "International", "product_line": "Marketing"}
user-002|resource|# Customer Success Playbook
## Overview
@@ -6241,7 +6241,7 @@ We will implement strategic tactics to achieve our objectives. This includes hir
## Action Items
1) Complete by end of quarter 2) Review weekly progress 3) Adjust strategy as needed [ID: 1912]|{"account_id": "ACC-183", "region": "East", "product_line": "Security"}
user-003|procedural|My competitive analysis process: First, Identify key stakeholders. Second, Negotiate terms and pricing. Third, Address concerns and objections. Fourth, Schedule implementation. Finally, Collect feedback regularly. [ID: 1913]|{"account_id": "ACC-061", "region": "West", "product_line": "Enterprise"}
-user-002|knowledge_vault|AWS Credentials: API Key: sk_i6xy791jvaic3fj4tfighcb0zdp1pl5c, Secret: DMAWDS8SK0TIWBOUJUPTPVD2JKLDHWKYGX3O1JUJ, Endpoint: https://api.service.com/v3, Region: eu-west-1 [ID: 1914]|{"account_id": "ACC-013", "region": "West", "product_line": "Cloud"}
+user-002|knowledge|AWS Credentials: API Key: sk_i6xy791jvaic3fj4tfighcb0zdp1pl5c, Secret: DMAWDS8SK0TIWBOUJUPTPVD2JKLDHWKYGX3O1JUJ, Endpoint: https://api.service.com/v3, Region: eu-west-1 [ID: 1914]|{"account_id": "ACC-013", "region": "West", "product_line": "Cloud"}
user-001|episodic|On Wednesday at 15:30 AM, I had a quarterly business review with NextGen Tech. We discussed security compliance and agreed to extend contract. [ID: 1915]|{"account_id": "ACC-039", "region": "Midwest", "product_line": "Cloud"}
user-001|episodic|Last Thursday, I attended Tech Conference at San Francisco. Met 42 potential leads and scheduled 5 follow-up meetings. [ID: 1916]|{"account_id": "ACC-127", "region": "South", "product_line": "SMB"}
user-003|core|Frank Chen here - I'm the Business Development Manager for Smart Solutions's operations team. [ID: 1917]|{"account_id": "ACC-186", "region": "South", "product_line": "Integration"}
@@ -6313,7 +6313,7 @@ user-003|core|Jack Anderson here - I'm the Product Manager for Smart Solutions's
user-002|semantic|Net Promoter Score is a key metric for business performance. It helps organizations make data-driven decisions. Critical for strategic planning and optimization. [ID: 1927]|{"account_id": "ACC-011", "region": "Midwest", "product_line": "Marketing"}
user-004|core|I'm Carol Davis, Senior Sales Manager at CloudSystems. My focus areas are business intelligence and business intelligence. [ID: 1928]|{"account_id": "ACC-115", "region": "Southeast", "product_line": "Platform"}
user-004|episodic|This morning at 17:30 PM, I closed a deal with Quantum Systems worth $388K annually. The contract was signed after 5 months of negotiations. [ID: 1929]|{"account_id": "ACC-196", "region": "Central", "product_line": "Operations"}
-user-004|knowledge_vault|Analytics Platform Access: Server: staging-db-5.company.com, Port: 6379, Username: admin_2444, Password: 83Id84cQYM8F2!P!, Additional: SSL: Required, Timeout: 20s [ID: 1930]|{"account_id": "ACC-099", "region": "South", "product_line": "Marketing"}
+user-004|knowledge|Analytics Platform Access: Server: staging-db-5.company.com, Port: 6379, Username: admin_2444, Password: 83Id84cQYM8F2!P!, Additional: SSL: Required, Timeout: 20s [ID: 1930]|{"account_id": "ACC-099", "region": "South", "product_line": "Marketing"}
user-002|core|I'm Bob Smith, Product Manager at Innovation Labs. My focus areas are digital transformation and data analytics. [ID: 1931]|{"account_id": "ACC-021", "region": "Northeast", "product_line": "Enterprise"}
user-002|semantic|CRM Platform is an essential tool for modern business. It provides benefits such as increased efficiency, better decision making, and improved ROI. [ID: 1932]|{"account_id": "ACC-011", "region": "East", "product_line": "Enterprise"}
user-003|procedural|Deal approval workflow: Step 1 - Conduct initial assessment. Step 2 - Negotiate terms and pricing. Step 3 - Present to decision makers. Step 4 - Identify key stakeholders. Step 5 - Prepare detailed proposal. [ID: 1933]|{"account_id": "ACC-071", "region": "Northwest", "product_line": "Security"}
@@ -6327,13 +6327,13 @@ user-002|procedural|Review checklist: 1) Monitor progress closely. 2) Review req
user-001|procedural|My contract renewal process: First, Monitor progress closely. Second, Schedule implementation. Third, Review requirements thoroughly. Fourth, Identify key stakeholders. Finally, Collect feedback regularly. [ID: 1941]|{"account_id": "ACC-013", "region": "Northwest", "product_line": "Operations"}
user-005|core|Profile update: Henry Brown, Account Executive position at FinTech Solutions, responsible for revenue growth. [ID: 1942]|{"account_id": "ACC-102", "region": "Southeast", "product_line": "Security"}
user-003|procedural|Audit checklist: 1) Prepare detailed proposal. 2) Address concerns and objections. 3) Document lessons learned. 4) Finalize documentation. 5) Monitor progress closely. [ID: 1943]|{"account_id": "ACC-073", "region": "Northeast", "product_line": "Marketing"}
-user-004|knowledge_vault|VPN Gateway Access: Server: staging-db-1.company.com, Port: 8080, Username: admin_8084, Password: kRQzCi@bJ@g8DvrZ, Additional: SSL: Required, Timeout: 59s [ID: 1944]|{"account_id": "ACC-017", "region": "International", "product_line": "Operations"}
-user-001|knowledge_vault|AWS Credentials: API Key: sk_bq55r1c35ksvf6go7ri1cepev5x72y26, Secret: JUWJEF2KXXGSZ5R9S21Y68J6BDATDB2OHLWY4ZBQ, Endpoint: https://api.platform.com/v1, Region: eu-west-1 [ID: 1945]|{"account_id": "ACC-014", "region": "Northeast", "product_line": "Integration"}
-user-001|knowledge_vault|Analytics Platform Access: Server: prod-db-6.company.com, Port: 3306, Username: admin_6602, Password: !7qyWVg@IDAZYDtP, Additional: SSL: Required, Timeout: 26s [ID: 1946]|{"account_id": "ACC-036", "region": "Northwest", "product_line": "Analytics"}
+user-004|knowledge|VPN Gateway Access: Server: staging-db-1.company.com, Port: 8080, Username: admin_8084, Password: kRQzCi@bJ@g8DvrZ, Additional: SSL: Required, Timeout: 59s [ID: 1944]|{"account_id": "ACC-017", "region": "International", "product_line": "Operations"}
+user-001|knowledge|AWS Credentials: API Key: sk_bq55r1c35ksvf6go7ri1cepev5x72y26, Secret: JUWJEF2KXXGSZ5R9S21Y68J6BDATDB2OHLWY4ZBQ, Endpoint: https://api.platform.com/v1, Region: eu-west-1 [ID: 1945]|{"account_id": "ACC-014", "region": "Northeast", "product_line": "Integration"}
+user-001|knowledge|Analytics Platform Access: Server: prod-db-6.company.com, Port: 3306, Username: admin_6602, Password: !7qyWVg@IDAZYDtP, Additional: SSL: Required, Timeout: 26s [ID: 1946]|{"account_id": "ACC-036", "region": "Northwest", "product_line": "Analytics"}
user-005|episodic|This morning at 14:00 AM, I closed a deal with Global Enterprises worth $301K annually. The contract was signed after 2 months of negotiations. [ID: 1947]|{"account_id": "ACC-193", "region": "West", "product_line": "Cloud"}
user-005|procedural|Onboarding checklist: 1) Schedule implementation. 2) Present to decision makers. 3) Document lessons learned. 4) Address concerns and objections. 5) Prepare detailed proposal. [ID: 1948]|{"account_id": "ACC-129", "region": "Southwest", "product_line": "Marketing"}
user-002|semantic|Customer Lifetime Value is an essential tool for modern business. It provides benefits such as increased efficiency, better decision making, and improved ROI. [ID: 1949]|{"account_id": "ACC-143", "region": "Central", "product_line": "Marketing"}
-user-002|knowledge_vault|Salesforce Configuration: URL: https://dashboard.company.com, Access Token: t4vmlcq6red0l7x25hzn71nt37e1to35ebxdrlwz8wh7fszv13iwdwgz1vbi9m35, Webhook: https://hooks.company.com/zz5yek7xl3foiafxp8xqiovu52ccd3n3, Settings: Retry: 9, Timeout: 96s [ID: 1950]|{"account_id": "ACC-138", "region": "Northeast", "product_line": "Security"}
+user-002|knowledge|Salesforce Configuration: URL: https://dashboard.company.com, Access Token: t4vmlcq6red0l7x25hzn71nt37e1to35ebxdrlwz8wh7fszv13iwdwgz1vbi9m35, Webhook: https://hooks.company.com/zz5yek7xl3foiafxp8xqiovu52ccd3n3, Settings: Retry: 9, Timeout: 96s [ID: 1950]|{"account_id": "ACC-138", "region": "Northeast", "product_line": "Security"}
user-001|episodic|Yesterday at 14:30 PM, I conducted a consultation for TechCorp. They requested a follow-up. [ID: 1951]|{"account_id": "ACC-105", "region": "Central", "product_line": "Enterprise"}
user-004|resource|# Essential Q4 Sales Strategy
@@ -6351,7 +6351,7 @@ Always monitor throughout the process
## Resources
Training materials available on internal portal [ID: 1952]|{"account_id": "ACC-136", "region": "South", "product_line": "SMB"}
user-002|episodic|On Monday at 13:00 AM, I had a contract negotiation with Quantum Systems. We discussed new feature requirements and received approval for pilot program. [ID: 1953]|{"account_id": "ACC-105", "region": "Northwest", "product_line": "Operations"}
-user-005|knowledge_vault|Backup Server Access: Server: prod-db-8.company.com, Port: 3306, Username: admin_3093, Password: %lbYzBDt#2!NOpcF, Additional: SSL: Required, Timeout: 43s [ID: 1954]|{"account_id": "ACC-050", "region": "Southeast", "product_line": "Security"}
+user-005|knowledge|Backup Server Access: Server: prod-db-8.company.com, Port: 3306, Username: admin_3093, Password: %lbYzBDt#2!NOpcF, Additional: SSL: Required, Timeout: 43s [ID: 1954]|{"account_id": "ACC-050", "region": "Southeast", "product_line": "Security"}
user-005|episodic|This morning at 17:00 PM, I closed a deal with Smart Solutions worth $142K annually. The contract was signed after 6 months of negotiations. [ID: 1955]|{"account_id": "ACC-027", "region": "Northeast", "product_line": "Financial"}
user-004|resource|# Comprehensive Q4 Sales Strategy
@@ -6368,9 +6368,9 @@ Always monitor throughout the process
## Resources
Training materials available on internal portal [ID: 1956]|{"account_id": "ACC-034", "region": "West", "product_line": "Operations"}
-user-004|knowledge_vault|Salesforce Configuration: URL: https://dashboard.company.com, Access Token: 9vbce5i5rvnenj3iqajxmt6q7qnum7gzjn2ib0a9h9dfvrl2qi42ilpdanfgqq18, Webhook: https://hooks.company.com/3m44xepqtcq78kymp6oxd45ixj0tblgr, Settings: Retry: 9, Timeout: 106s [ID: 1957]|{"account_id": "ACC-099", "region": "Southeast", "product_line": "Financial"}
+user-004|knowledge|Salesforce Configuration: URL: https://dashboard.company.com, Access Token: 9vbce5i5rvnenj3iqajxmt6q7qnum7gzjn2ib0a9h9dfvrl2qi42ilpdanfgqq18, Webhook: https://hooks.company.com/3m44xepqtcq78kymp6oxd45ixj0tblgr, Settings: Retry: 9, Timeout: 106s [ID: 1957]|{"account_id": "ACC-099", "region": "Southeast", "product_line": "Financial"}
user-001|core|Bob Smith here - I'm the Solutions Architect for DataVision Inc's marketing team. [ID: 1958]|{"account_id": "ACC-139", "region": "Southwest", "product_line": "Cloud"}
-user-002|knowledge_vault|VPN Gateway Access: Server: staging-db-8.company.com, Port: 5432, Username: admin_1857, Password: Upxx8g9KR6SUNC@A, Additional: SSL: Required, Timeout: 33s [ID: 1959]|{"account_id": "ACC-086", "region": "West", "product_line": "Enterprise"}
+user-002|knowledge|VPN Gateway Access: Server: staging-db-8.company.com, Port: 5432, Username: admin_1857, Password: Upxx8g9KR6SUNC@A, Additional: SSL: Required, Timeout: 33s [ID: 1959]|{"account_id": "ACC-086", "region": "West", "product_line": "Enterprise"}
user-003|semantic|Win Rate refers to the measurement of business outcomes. Key characteristics include measurable outcomes, actionable insights, and continuous improvement. [ID: 1960]|{"account_id": "ACC-197", "region": "Southeast", "product_line": "Security"}
user-004|resource|# Sales Enablement Plan
@@ -6387,14 +6387,14 @@ We will implement focused tactics to achieve our objectives. This includes hirin
## Action Items
1) Complete by mid-year 2) Review weekly progress 3) Adjust strategy as needed [ID: 1961]|{"account_id": "ACC-157", "region": "Southeast", "product_line": "Enterprise"}
-user-005|knowledge_vault|File Storage Access: Server: prod-db-6.company.com, Port: 3306, Username: admin_7927, Password: Hnd!@exW96@aKazt, Additional: SSL: Required, Timeout: 20s [ID: 1962]|{"account_id": "ACC-098", "region": "Midwest", "product_line": "SMB"}
+user-005|knowledge|File Storage Access: Server: prod-db-6.company.com, Port: 3306, Username: admin_7927, Password: Hnd!@exW96@aKazt, Additional: SSL: Required, Timeout: 20s [ID: 1962]|{"account_id": "ACC-098", "region": "Midwest", "product_line": "SMB"}
user-005|procedural|Customer handoff workflow: Step 1 - Schedule implementation. Step 2 - Monitor progress closely. Step 3 - Finalize documentation. Step 4 - Prepare detailed proposal. Step 5 - Identify key stakeholders. [ID: 1963]|{"account_id": "ACC-003", "region": "West", "product_line": "Security"}
-user-002|knowledge_vault|Zendesk Configuration: URL: https://app.company.com, Access Token: r8ehktw62ay3rhgbdf2bcn1162k3a35hzu078pscduic7dxhuiw8nuvlsgvhx7ur, Webhook: https://hooks.company.com/vl84p8mtlcp6j5zgbdoe250sd12j2o4a, Settings: Retry: 3, Timeout: 90s [ID: 1964]|{"account_id": "ACC-056", "region": "Northeast", "product_line": "Integration"}
+user-002|knowledge|Zendesk Configuration: URL: https://app.company.com, Access Token: r8ehktw62ay3rhgbdf2bcn1162k3a35hzu078pscduic7dxhuiw8nuvlsgvhx7ur, Webhook: https://hooks.company.com/vl84p8mtlcp6j5zgbdoe250sd12j2o4a, Settings: Retry: 3, Timeout: 90s [ID: 1964]|{"account_id": "ACC-056", "region": "Northeast", "product_line": "Integration"}
user-005|semantic|Pipeline Coverage is a key metric for business performance. It helps organizations make data-driven decisions. Critical for strategic planning and optimization. [ID: 1965]|{"account_id": "ACC-015", "region": "International", "product_line": "Platform"}
user-004|core|I'm Grace Taylor, Product Manager at Quantum Systems. My focus areas are customer engagement and data analytics. [ID: 1966]|{"account_id": "ACC-181", "region": "Northwest", "product_line": "Operations"}
user-002|procedural|Audit checklist: 1) Identify key stakeholders. 2) Document lessons learned. 3) Address concerns and objections. 4) Schedule implementation. 5) Collect feedback regularly. [ID: 1967]|{"account_id": "ACC-103", "region": "South", "product_line": "Platform"}
user-004|procedural|Onboarding checklist: 1) Schedule implementation. 2) Conduct initial assessment. 3) Present to decision makers. 4) Monitor progress closely. 5) Collect feedback regularly. [ID: 1968]|{"account_id": "ACC-163", "region": "Northwest", "product_line": "Marketing"}
-user-002|knowledge_vault|Stripe Configuration: URL: https://app.company.com, Access Token: qw5swmdvhtcvhgzmrv4iio96mghsr39iak4amc80ge509mz0i1uxsc7s4eterk0h, Webhook: https://hooks.company.com/3pawz7fdfcv9m4efs1c02370v0oc5wf4, Settings: Retry: 3, Timeout: 75s [ID: 1969]|{"account_id": "ACC-103", "region": "Southeast", "product_line": "Analytics"}
+user-002|knowledge|Stripe Configuration: URL: https://app.company.com, Access Token: qw5swmdvhtcvhgzmrv4iio96mghsr39iak4amc80ge509mz0i1uxsc7s4eterk0h, Webhook: https://hooks.company.com/3pawz7fdfcv9m4efs1c02370v0oc5wf4, Settings: Retry: 3, Timeout: 75s [ID: 1969]|{"account_id": "ACC-103", "region": "Southeast", "product_line": "Analytics"}
user-003|episodic|Yesterday at 17:00 PM, I conducted a consultation for Global Enterprises. Deal moved to final stage. [ID: 1970]|{"account_id": "ACC-028", "region": "Northeast", "product_line": "Enterprise"}
user-003|resource|# Essential Compensation Plan
@@ -6430,8 +6430,8 @@ We will implement aggressive tactics to achieve our objectives. This includes hi
user-001|semantic|Conversation Intelligence is a key metric for business performance. It helps organizations make data-driven decisions. Critical for strategic planning and optimization. [ID: 1974]|{"account_id": "ACC-199", "region": "West", "product_line": "SMB"}
user-003|semantic|Sales Velocity is a key metric for business performance. It helps organizations make data-driven decisions. Critical for strategic planning and optimization. [ID: 1975]|{"account_id": "ACC-058", "region": "West", "product_line": "Analytics"}
user-004|semantic|Pipeline Coverage is a key metric for business performance. It helps organizations make data-driven decisions. Critical for strategic planning and optimization. [ID: 1976]|{"account_id": "ACC-069", "region": "Northeast", "product_line": "Financial"}
-user-003|knowledge_vault|Production Database Access: Server: dev-db-9.company.com, Port: 27017, Username: admin_8594, Password: qan78P#Y7e#hN6I8, Additional: SSL: Required, Timeout: 39s [ID: 1977]|{"account_id": "ACC-081", "region": "Northwest", "product_line": "Platform"}
-user-001|knowledge_vault|Salesforce Configuration: URL: https://dashboard.company.com, Access Token: 1mjlecbjr9gm6nl64lm8p6oh7xw77ifr08wxefpim462nj39jammyrqgvk05m8e7, Webhook: https://hooks.company.com/dgsrsgmyj1jqb704u1uauw452l6r60qp, Settings: Retry: 9, Timeout: 91s [ID: 1978]|{"account_id": "ACC-190", "region": "Northeast", "product_line": "Cloud"}
+user-003|knowledge|Production Database Access: Server: dev-db-9.company.com, Port: 27017, Username: admin_8594, Password: qan78P#Y7e#hN6I8, Additional: SSL: Required, Timeout: 39s [ID: 1977]|{"account_id": "ACC-081", "region": "Northwest", "product_line": "Platform"}
+user-001|knowledge|Salesforce Configuration: URL: https://dashboard.company.com, Access Token: 1mjlecbjr9gm6nl64lm8p6oh7xw77ifr08wxefpim462nj39jammyrqgvk05m8e7, Webhook: https://hooks.company.com/dgsrsgmyj1jqb704u1uauw452l6r60qp, Settings: Retry: 9, Timeout: 91s [ID: 1978]|{"account_id": "ACC-190", "region": "Northeast", "product_line": "Cloud"}
user-001|procedural|Escalation handling workflow: Step 1 - Present to decision makers. Step 2 - Schedule implementation. Step 3 - Negotiate terms and pricing. Step 4 - Monitor progress closely. Step 5 - Collect feedback regularly. [ID: 1979]|{"account_id": "ACC-089", "region": "Northeast", "product_line": "Cloud"}
user-001|resource|# Sales Enablement Plan
@@ -6468,7 +6468,7 @@ user-001|procedural|Forecasting workflow: Step 1 - Collect feedback regularly. S
user-003|semantic|Net Promoter Score is a key metric for business performance. It helps organizations make data-driven decisions. Critical for strategic planning and optimization. [ID: 1984]|{"account_id": "ACC-192", "region": "West", "product_line": "Security"}
user-005|core|I'm Iris Martinez, working as Account Executive in NextGen Tech. My key expertise is in AI solutions. [ID: 1985]|{"account_id": "ACC-016", "region": "Southeast", "product_line": "SMB"}
user-001|procedural|My territory planning process: First, Document lessons learned. Second, Present to decision makers. Third, Review requirements thoroughly. Fourth, Schedule implementation. Finally, Address concerns and objections. [ID: 1986]|{"account_id": "ACC-187", "region": "Southwest", "product_line": "Operations"}
-user-002|knowledge_vault|Data Warehouse Credentials: API Key: sk_f1p0vg1liynphjyfc65xoz9wcnch800n, Secret: VURK2MQGRHQOT9WKV3064XRDKFDBEDHNDI4X1HHF, Endpoint: https://api.service.com/v3, Region: eu-west-1 [ID: 1987]|{"account_id": "ACC-132", "region": "Central", "product_line": "Operations"}
+user-002|knowledge|Data Warehouse Credentials: API Key: sk_f1p0vg1liynphjyfc65xoz9wcnch800n, Secret: VURK2MQGRHQOT9WKV3064XRDKFDBEDHNDI4X1HHF, Endpoint: https://api.service.com/v3, Region: eu-west-1 [ID: 1987]|{"account_id": "ACC-132", "region": "Central", "product_line": "Operations"}
user-005|episodic|On Thursday, I had a call with Quantum Systems regarding service outage. We resolved the problem within 7 hours and they agreed to expand to more users. [ID: 1988]|{"account_id": "ACC-178", "region": "South", "product_line": "SMB"}
user-005|resource|# Comprehensive Compensation Plan
@@ -6569,10 +6569,10 @@ user-004|core|I'm Henry Brown, working as VP of Operations in CloudSystems. My k
user-005|semantic|CRM Platform is an essential tool for modern business. It provides benefits such as increased efficiency, better decision making, and improved ROI. [ID: 2001]|{"account_id": "ACC-085", "region": "East", "product_line": "Platform"}
user-001|semantic|Sales Intelligence refers to the measurement of business outcomes. Key characteristics include measurable outcomes, actionable insights, and continuous improvement. [ID: 2002]|{"account_id": "ACC-189", "region": "East", "product_line": "Analytics"}
user-001|semantic|Win Rate is an essential tool for modern business. It provides benefits such as increased efficiency, better decision making, and improved ROI. [ID: 2003]|{"account_id": "ACC-156", "region": "Northeast", "product_line": "Operations"}
-user-002|knowledge_vault|File Storage Access: Server: staging-db-4.company.com, Port: 8080, Username: admin_2811, Password: rAHjPM947@eQ9lEB, Additional: SSL: Required, Timeout: 32s [ID: 2004]|{"account_id": "ACC-057", "region": "International", "product_line": "SMB"}
+user-002|knowledge|File Storage Access: Server: staging-db-4.company.com, Port: 8080, Username: admin_2811, Password: rAHjPM947@eQ9lEB, Additional: SSL: Required, Timeout: 32s [ID: 2004]|{"account_id": "ACC-057", "region": "International", "product_line": "SMB"}
user-002|procedural|Quote generation workflow: Step 1 - Conduct initial assessment. Step 2 - Review requirements thoroughly. Step 3 - Present to decision makers. Step 4 - Finalize documentation. Step 5 - Address concerns and objections. [ID: 2005]|{"account_id": "ACC-071", "region": "Midwest", "product_line": "Enterprise"}
user-002|procedural|My customer onboarding process: First, Collect feedback regularly. Second, Conduct initial assessment. Third, Prepare detailed proposal. Fourth, Address concerns and objections. Finally, Negotiate terms and pricing. [ID: 2006]|{"account_id": "ACC-064", "region": "Midwest", "product_line": "Financial"}
-user-002|knowledge_vault|HubSpot Configuration: URL: https://dashboard.company.com, Access Token: 7omz1udmf0nmuc5jmq77rx1m9cg5fzfvnr5flip3x47xpqt6yk54lnossiqwxbku, Webhook: https://hooks.company.com/atj4zy3qcd9tsugs4vfn7ztuytd26vv0, Settings: Retry: 3, Timeout: 74s [ID: 2007]|{"account_id": "ACC-093", "region": "International", "product_line": "Integration"}
+user-002|knowledge|HubSpot Configuration: URL: https://dashboard.company.com, Access Token: 7omz1udmf0nmuc5jmq77rx1m9cg5fzfvnr5flip3x47xpqt6yk54lnossiqwxbku, Webhook: https://hooks.company.com/atj4zy3qcd9tsugs4vfn7ztuytd26vv0, Settings: Retry: 3, Timeout: 74s [ID: 2007]|{"account_id": "ACC-093", "region": "International", "product_line": "Integration"}
user-005|resource|# Market Analysis Report
## Overview
@@ -6608,7 +6608,7 @@ We will implement measured tactics to achieve our objectives. This includes hiri
user-005|episodic|On Wednesday, I had a call with Smart Solutions regarding performance concerns. We resolved the problem within 1 hours and they agreed to extend the trial. [ID: 2012]|{"account_id": "ACC-167", "region": "Central", "product_line": "Financial"}
user-003|procedural|Migration checklist: 1) Identify key stakeholders. 2) Review requirements thoroughly. 3) Present to decision makers. 4) Document lessons learned. 5) Schedule implementation. [ID: 2013]|{"account_id": "ACC-052", "region": "East", "product_line": "Platform"}
user-002|procedural|My sales qualification process: First, Collect feedback regularly. Second, Document lessons learned. Third, Review requirements thoroughly. Fourth, Negotiate terms and pricing. Finally, Address concerns and objections. [ID: 2014]|{"account_id": "ACC-172", "region": "Northwest", "product_line": "Financial"}
-user-002|knowledge_vault|Zendesk Configuration: URL: https://dashboard.company.com, Access Token: u76nunpllyfq8pffw011bkmocxzgq9hr7zh9ayk47lxbrcjihlbytbrxbo93unz5, Webhook: https://hooks.company.com/mw4c32zk80jxw1yk13i58j36hq44uq88, Settings: Retry: 9, Timeout: 63s [ID: 2015]|{"account_id": "ACC-179", "region": "South", "product_line": "Analytics"}
+user-002|knowledge|Zendesk Configuration: URL: https://dashboard.company.com, Access Token: u76nunpllyfq8pffw011bkmocxzgq9hr7zh9ayk47lxbrcjihlbytbrxbo93unz5, Webhook: https://hooks.company.com/mw4c32zk80jxw1yk13i58j36hq44uq88, Settings: Retry: 9, Timeout: 63s [ID: 2015]|{"account_id": "ACC-179", "region": "South", "product_line": "Analytics"}
user-004|core|I'm Carol Davis, Solutions Architect at Innovation Labs. My focus areas are data analytics and AI solutions. [ID: 2016]|{"account_id": "ACC-138", "region": "Midwest", "product_line": "Cloud"}
user-004|core|Profile update: Emma Wilson, Sales Engineer position at CloudSystems, responsible for team leadership. [ID: 2017]|{"account_id": "ACC-075", "region": "International", "product_line": "Financial"}
user-003|resource|# Complete Competitive Analysis
@@ -6626,9 +6626,9 @@ Always communicate throughout the process
## Resources
Training materials available on internal portal [ID: 2018]|{"account_id": "ACC-133", "region": "East", "product_line": "Platform"}
-user-003|knowledge_vault|VPN Gateway Access: Server: prod-db-4.company.com, Port: 3306, Username: admin_6075, Password: V40XIC1Dzt@cE7@b, Additional: SSL: Required, Timeout: 23s [ID: 2019]|{"account_id": "ACC-043", "region": "Northwest", "product_line": "Platform"}
+user-003|knowledge|VPN Gateway Access: Server: prod-db-4.company.com, Port: 3306, Username: admin_6075, Password: V40XIC1Dzt@cE7@b, Additional: SSL: Required, Timeout: 23s [ID: 2019]|{"account_id": "ACC-043", "region": "Northwest", "product_line": "Platform"}
user-005|core|Profile update: Bob Smith, Sales Engineer position at Quantum Systems, responsible for customer retention. [ID: 2020]|{"account_id": "ACC-039", "region": "East", "product_line": "Enterprise"}
-user-002|knowledge_vault|Marketing Platform Credentials: API Key: sk_hr8e2o7gs1xp920tsuth04wjkdhohdri, Secret: 0EJUUEQEY3W3QKH1B0AI2CZGS7KOGKG2L9YM48L6, Endpoint: https://api.service.com/v3, Region: us-west-2 [ID: 2021]|{"account_id": "ACC-007", "region": "Southwest", "product_line": "Cloud"}
+user-002|knowledge|Marketing Platform Credentials: API Key: sk_hr8e2o7gs1xp920tsuth04wjkdhohdri, Secret: 0EJUUEQEY3W3QKH1B0AI2CZGS7KOGKG2L9YM48L6, Endpoint: https://api.service.com/v3, Region: us-west-2 [ID: 2021]|{"account_id": "ACC-007", "region": "Southwest", "product_line": "Cloud"}
user-005|episodic|Last Wednesday, I attended Tech Conference at Chicago. Met 24 potential leads and scheduled 9 follow-up meetings. [ID: 2022]|{"account_id": "ACC-091", "region": "Midwest", "product_line": "Security"}
user-001|resource|# Q4 Sales Strategy
@@ -6737,7 +6737,7 @@ user-002|core|I'm Alice Johnson, Marketing Director at TechCorp. My focus areas
user-003|episodic|Last Wednesday, I attended Tech Conference at New York. Met 14 potential leads and scheduled 7 follow-up meetings. [ID: 2043]|{"account_id": "ACC-059", "region": "Southwest", "product_line": "Integration"}
user-003|procedural|Implementation checklist: 1) Document lessons learned. 2) Monitor progress closely. 3) Identify key stakeholders. 4) Collect feedback regularly. 5) Conduct initial assessment. [ID: 2044]|{"account_id": "ACC-079", "region": "Southwest", "product_line": "Financial"}
user-004|procedural|My sales qualification process: First, Monitor progress closely. Second, Conduct initial assessment. Third, Prepare detailed proposal. Fourth, Document lessons learned. Finally, Identify key stakeholders. [ID: 2045]|{"account_id": "ACC-139", "region": "Northeast", "product_line": "Integration"}
-user-003|knowledge_vault|Salesforce Configuration: URL: https://portal.company.com, Access Token: 4hjyhv06u0hlsnsb9wwa52ao2mkwc3ejzvxaviuscavcaq9bveohl47yfkwu21if, Webhook: https://hooks.company.com/76r0pfl81n3h2va8evpot01cazvvnoa7, Settings: Retry: 10, Timeout: 38s [ID: 2046]|{"account_id": "ACC-193", "region": "East", "product_line": "Enterprise"}
+user-003|knowledge|Salesforce Configuration: URL: https://portal.company.com, Access Token: 4hjyhv06u0hlsnsb9wwa52ao2mkwc3ejzvxaviuscavcaq9bveohl47yfkwu21if, Webhook: https://hooks.company.com/76r0pfl81n3h2va8evpot01cazvvnoa7, Settings: Retry: 10, Timeout: 38s [ID: 2046]|{"account_id": "ACC-193", "region": "East", "product_line": "Enterprise"}
user-003|procedural|Deal approval workflow: Step 1 - Identify key stakeholders. Step 2 - Monitor progress closely. Step 3 - Prepare detailed proposal. Step 4 - Finalize documentation. Step 5 - Collect feedback regularly. [ID: 2047]|{"account_id": "ACC-162", "region": "Midwest", "product_line": "Integration"}
user-001|semantic|Lead Qualification Framework is a key metric for business performance. It helps organizations make data-driven decisions. Critical for strategic planning and optimization. [ID: 2048]|{"account_id": "ACC-200", "region": "West", "product_line": "Operations"}
user-004|procedural|Review checklist: 1) Present to decision makers. 2) Schedule implementation. 3) Finalize documentation. 4) Identify key stakeholders. 5) Document lessons learned. [ID: 2049]|{"account_id": "ACC-146", "region": "West", "product_line": "Security"}
@@ -6803,7 +6803,7 @@ Always monitor throughout the process
## Resources
Training materials available on internal portal [ID: 2055]|{"account_id": "ACC-099", "region": "Northeast", "product_line": "SMB"}
-user-005|knowledge_vault|Data Warehouse Credentials: API Key: sk_c4ghzioa3ozupbv35kwxtv1n4e3ytp23, Secret: VH5PSN4CIXGDWRUS1PC04X7YOVKCW644Q5P6EAHW, Endpoint: https://api.platform.com/v1, Region: eu-west-1 [ID: 2056]|{"account_id": "ACC-011", "region": "East", "product_line": "SMB"}
+user-005|knowledge|Data Warehouse Credentials: API Key: sk_c4ghzioa3ozupbv35kwxtv1n4e3ytp23, Secret: VH5PSN4CIXGDWRUS1PC04X7YOVKCW644Q5P6EAHW, Endpoint: https://api.platform.com/v1, Region: eu-west-1 [ID: 2056]|{"account_id": "ACC-011", "region": "East", "product_line": "SMB"}
user-002|procedural|Migration checklist: 1) Negotiate terms and pricing. 2) Address concerns and objections. 3) Collect feedback regularly. 4) Present to decision makers. 5) Review requirements thoroughly. [ID: 2057]|{"account_id": "ACC-117", "region": "East", "product_line": "Enterprise"}
user-005|resource|# Comprehensive Q4 Sales Strategy
@@ -6855,18 +6855,18 @@ Always monitor throughout the process
Training materials available on internal portal [ID: 2063]|{"account_id": "ACC-178", "region": "East", "product_line": "SMB"}
user-005|core|I'm Jack Anderson, CTO at CloudSystems. My focus areas are customer engagement and enterprise sales. [ID: 2064]|{"account_id": "ACC-030", "region": "Central", "product_line": "SMB"}
user-005|semantic|Account-Based Marketing is a key metric for business performance. It helps organizations make data-driven decisions. Critical for strategic planning and optimization. [ID: 2065]|{"account_id": "ACC-184", "region": "Northwest", "product_line": "Integration"}
-user-004|knowledge_vault|Salesforce API Credentials: API Key: sk_452qj13h6b6gv3rmvu8qqclbhf29i6a5, Secret: 8AA9LSURAXGWD7SML4DEKB265MGM56LJNOEBCY96, Endpoint: https://api.service.com/v2, Region: eu-west-1 [ID: 2066]|{"account_id": "ACC-145", "region": "Northeast", "product_line": "Analytics"}
+user-004|knowledge|Salesforce API Credentials: API Key: sk_452qj13h6b6gv3rmvu8qqclbhf29i6a5, Secret: 8AA9LSURAXGWD7SML4DEKB265MGM56LJNOEBCY96, Endpoint: https://api.service.com/v2, Region: eu-west-1 [ID: 2066]|{"account_id": "ACC-145", "region": "Northeast", "product_line": "Analytics"}
user-005|procedural|Migration checklist: 1) Monitor progress closely. 2) Conduct initial assessment. 3) Address concerns and objections. 4) Negotiate terms and pricing. 5) Finalize documentation. [ID: 2067]|{"account_id": "ACC-154", "region": "South", "product_line": "Security"}
user-001|core|Profile update: Bob Smith, Sales Engineer position at CloudSystems, responsible for revenue growth. [ID: 2068]|{"account_id": "ACC-163", "region": "Northwest", "product_line": "Marketing"}
user-002|semantic|Net Promoter Score refers to the measurement of business outcomes. Key characteristics include measurable outcomes, actionable insights, and continuous improvement. [ID: 2069]|{"account_id": "ACC-119", "region": "South", "product_line": "Operations"}
user-005|episodic|This morning at 11:00 AM, I closed a deal with Quantum Systems worth $358K annually. The contract was signed after 5 months of negotiations. [ID: 2070]|{"account_id": "ACC-183", "region": "East", "product_line": "Platform"}
user-005|semantic|Sales Intelligence refers to the measurement of business outcomes. Key characteristics include measurable outcomes, actionable insights, and continuous improvement. [ID: 2071]|{"account_id": "ACC-059", "region": "Midwest", "product_line": "SMB"}
-user-001|knowledge_vault|Salesforce API Credentials: API Key: sk_2xp5a42w2g8hgarz8rfvzyuowjlbpvrf, Secret: NWEMFNDCHRE0X2VCLNESL4N1GMMCBWD6I4LCZWRZ, Endpoint: https://api.system.com/v2, Region: us-east-1 [ID: 2072]|{"account_id": "ACC-126", "region": "Southwest", "product_line": "Operations"}
+user-001|knowledge|Salesforce API Credentials: API Key: sk_2xp5a42w2g8hgarz8rfvzyuowjlbpvrf, Secret: NWEMFNDCHRE0X2VCLNESL4N1GMMCBWD6I4LCZWRZ, Endpoint: https://api.system.com/v2, Region: us-east-1 [ID: 2072]|{"account_id": "ACC-126", "region": "Southwest", "product_line": "Operations"}
user-003|core|I'm Frank Chen, VP of Operations at CloudSystems. My focus areas are B2B marketing and technical consulting. [ID: 2073]|{"account_id": "ACC-164", "region": "Southeast", "product_line": "Financial"}
user-001|episodic|Yesterday at 13:30 AM, I conducted a consultation for DataVision Inc. The feedback was very positive. [ID: 2074]|{"account_id": "ACC-198", "region": "Midwest", "product_line": "Integration"}
user-004|semantic|Digital Sales Room is a key metric for business performance. It helps organizations make data-driven decisions. Critical for strategic planning and optimization. [ID: 2075]|{"account_id": "ACC-078", "region": "East", "product_line": "Platform"}
user-005|procedural|Customer handoff workflow: Step 1 - Address concerns and objections. Step 2 - Finalize documentation. Step 3 - Document lessons learned. Step 4 - Collect feedback regularly. Step 5 - Monitor progress closely. [ID: 2076]|{"account_id": "ACC-113", "region": "South", "product_line": "Integration"}
-user-003|knowledge_vault|Marketing Platform Credentials: API Key: sk_7km50pjl265a6cnomw56u588kfq85fym, Secret: 1MFKJPZXL4JDH05HJC5CPRT3F6URXSYGT27A945H, Endpoint: https://api.platform.com/v2, Region: eu-west-1 [ID: 2077]|{"account_id": "ACC-164", "region": "International", "product_line": "Financial"}
+user-003|knowledge|Marketing Platform Credentials: API Key: sk_7km50pjl265a6cnomw56u588kfq85fym, Secret: 1MFKJPZXL4JDH05HJC5CPRT3F6URXSYGT27A945H, Endpoint: https://api.platform.com/v2, Region: eu-west-1 [ID: 2077]|{"account_id": "ACC-164", "region": "International", "product_line": "Financial"}
user-005|procedural|Forecasting workflow: Step 1 - Identify key stakeholders. Step 2 - Schedule implementation. Step 3 - Prepare detailed proposal. Step 4 - Conduct initial assessment. Step 5 - Monitor progress closely. [ID: 2078]|{"account_id": "ACC-033", "region": "Northwest", "product_line": "Operations"}
user-005|episodic|Yesterday at 15:30 AM, I conducted a product demo for CloudSystems. Deal moved to final stage. [ID: 2079]|{"account_id": "ACC-056", "region": "International", "product_line": "Marketing"}
user-005|procedural|Onboarding checklist: 1) Collect feedback regularly. 2) Monitor progress closely. 3) Address concerns and objections. 4) Review requirements thoroughly. 5) Prepare detailed proposal. [ID: 2080]|{"account_id": "ACC-183", "region": "Midwest", "product_line": "Financial"}
@@ -6943,7 +6943,7 @@ Always monitor throughout the process
## Resources
Training materials available on internal portal [ID: 2097]|{"account_id": "ACC-082", "region": "East", "product_line": "Operations"}
-user-002|knowledge_vault|Payment Gateway Credentials: API Key: sk_1dsgy8hhsexhqtl3633on7v0i8q2h1nh, Secret: XN9IJI61BLF1J3ZBAG3J9AZ0OQVFUF1D85J0RIUO, Endpoint: https://api.service.com/v2, Region: ap-southeast-1 [ID: 2098]|{"account_id": "ACC-005", "region": "Midwest", "product_line": "Enterprise"}
+user-002|knowledge|Payment Gateway Credentials: API Key: sk_1dsgy8hhsexhqtl3633on7v0i8q2h1nh, Secret: XN9IJI61BLF1J3ZBAG3J9AZ0OQVFUF1D85J0RIUO, Endpoint: https://api.service.com/v2, Region: ap-southeast-1 [ID: 2098]|{"account_id": "ACC-005", "region": "Midwest", "product_line": "Enterprise"}
user-005|core|My name is Henry Brown and I work as a Product Manager at CloudSystems. I specialize in cloud architecture. [ID: 2099]|{"account_id": "ACC-037", "region": "Midwest", "product_line": "Financial"}
user-003|semantic|Marketing Automation refers to the measurement of business outcomes. Key characteristics include measurable outcomes, actionable insights, and continuous improvement. [ID: 2100]|{"account_id": "ACC-173", "region": "Northwest", "product_line": "Enterprise"}
user-004|core|Profile update: Carol Davis, Product Manager position at Global Enterprises, responsible for product development. [ID: 2101]|{"account_id": "ACC-093", "region": "East", "product_line": "Analytics"}
@@ -7007,7 +7007,7 @@ Training materials available on internal portal [ID: 2116]|{"account_id": "ACC-1
user-002|semantic|Customer Lifetime Value is a key metric for business performance. It helps organizations make data-driven decisions. Critical for strategic planning and optimization. [ID: 2117]|{"account_id": "ACC-119", "region": "Central", "product_line": "Integration"}
user-002|core|My name is Carol Davis and I work as a Product Manager at TechCorp. I specialize in technical consulting. [ID: 2118]|{"account_id": "ACC-184", "region": "Northeast", "product_line": "Platform"}
user-001|core|I'm Emma Wilson, Account Executive at Global Enterprises. My focus areas are customer engagement and technical consulting. [ID: 2119]|{"account_id": "ACC-017", "region": "West", "product_line": "Platform"}
-user-001|knowledge_vault|Salesforce Configuration: URL: https://dashboard.company.com, Access Token: 45aarnkj5869d3opog625v82859wotm2dz60oeu5zr0h9redrsko9f3fn2hfs7pv, Webhook: https://hooks.company.com/69l657d6h5y2y02uwajt0e0sp036vw6b, Settings: Retry: 4, Timeout: 41s [ID: 2120]|{"account_id": "ACC-181", "region": "Southwest", "product_line": "Integration"}
+user-001|knowledge|Salesforce Configuration: URL: https://dashboard.company.com, Access Token: 45aarnkj5869d3opog625v82859wotm2dz60oeu5zr0h9redrsko9f3fn2hfs7pv, Webhook: https://hooks.company.com/69l657d6h5y2y02uwajt0e0sp036vw6b, Settings: Retry: 4, Timeout: 41s [ID: 2120]|{"account_id": "ACC-181", "region": "Southwest", "product_line": "Integration"}
user-005|core|My name is Henry Brown and I work as a Senior Sales Manager at Quantum Systems. I specialize in B2B marketing. [ID: 2121]|{"account_id": "ACC-016", "region": "West", "product_line": "Operations"}
user-005|core|Profile update: Frank Chen, Business Development Manager position at TechCorp, responsible for revenue growth. [ID: 2122]|{"account_id": "ACC-143", "region": "Southeast", "product_line": "Integration"}
user-001|resource|# Complete Market Analysis Report
@@ -7087,12 +7087,12 @@ user-005|procedural|My proposal development process: First, Identify key stakeho
user-002|core|I'm Carol Davis, working as Business Development Manager in TechCorp. My key expertise is in B2B marketing. [ID: 2141]|{"account_id": "ACC-100", "region": "Southeast", "product_line": "Marketing"}
user-005|core|Profile update: Jack Anderson, Product Manager position at DataVision Inc, responsible for team leadership. [ID: 2142]|{"account_id": "ACC-192", "region": "Northeast", "product_line": "Enterprise"}
user-001|episodic|Last Monday, I attended Trade Show at Boston. Met 29 potential leads and scheduled 12 follow-up meetings. [ID: 2143]|{"account_id": "ACC-094", "region": "Central", "product_line": "Cloud"}
-user-002|knowledge_vault|HubSpot Configuration: URL: https://dashboard.company.com, Access Token: hl7ewvlq7c0d9ri9elseu8q12fbkr50pxeestfz7xa377rka372aak3dk70c28r9, Webhook: https://hooks.company.com/kecsa2q0vt81ehqtb1kf0u09xpct3968, Settings: Retry: 10, Timeout: 107s [ID: 2144]|{"account_id": "ACC-011", "region": "Northwest", "product_line": "Enterprise"}
-user-003|knowledge_vault|Azure Credentials: API Key: sk_tliamg5vljz0hy4p6qulivgmhb3zzaj2, Secret: QHZCPQY8PRAPPXEKPJMJQWLA2N00RF3GYJACMH41, Endpoint: https://api.system.com/v1, Region: ap-southeast-1 [ID: 2145]|{"account_id": "ACC-138", "region": "Central", "product_line": "Security"}
+user-002|knowledge|HubSpot Configuration: URL: https://dashboard.company.com, Access Token: hl7ewvlq7c0d9ri9elseu8q12fbkr50pxeestfz7xa377rka372aak3dk70c28r9, Webhook: https://hooks.company.com/kecsa2q0vt81ehqtb1kf0u09xpct3968, Settings: Retry: 10, Timeout: 107s [ID: 2144]|{"account_id": "ACC-011", "region": "Northwest", "product_line": "Enterprise"}
+user-003|knowledge|Azure Credentials: API Key: sk_tliamg5vljz0hy4p6qulivgmhb3zzaj2, Secret: QHZCPQY8PRAPPXEKPJMJQWLA2N00RF3GYJACMH41, Endpoint: https://api.system.com/v1, Region: ap-southeast-1 [ID: 2145]|{"account_id": "ACC-138", "region": "Central", "product_line": "Security"}
user-004|episodic|Last Wednesday, I attended Trade Show at Boston. Met 16 potential leads and scheduled 11 follow-up meetings. [ID: 2146]|{"account_id": "ACC-171", "region": "South", "product_line": "Marketing"}
user-001|semantic|Predictive Analytics is a key metric for business performance. It helps organizations make data-driven decisions. Critical for strategic planning and optimization. [ID: 2147]|{"account_id": "ACC-080", "region": "East", "product_line": "Platform"}
user-003|episodic|Last Monday, I attended Industry Summit at Chicago. Met 14 potential leads and scheduled 8 follow-up meetings. [ID: 2148]|{"account_id": "ACC-137", "region": "Midwest", "product_line": "Cloud"}
-user-004|knowledge_vault|HubSpot Configuration: URL: https://portal.company.com, Access Token: zvn07jnstqjere0mb1oao1ktjlzwp94fprm84rgwcf02job7gey0aj08k45plbzn, Webhook: https://hooks.company.com/mwdwcr7oedpz7qlc9o1au2929cq3r3gg, Settings: Retry: 10, Timeout: 41s [ID: 2149]|{"account_id": "ACC-025", "region": "International", "product_line": "Enterprise"}
+user-004|knowledge|HubSpot Configuration: URL: https://portal.company.com, Access Token: zvn07jnstqjere0mb1oao1ktjlzwp94fprm84rgwcf02job7gey0aj08k45plbzn, Webhook: https://hooks.company.com/mwdwcr7oedpz7qlc9o1au2929cq3r3gg, Settings: Retry: 10, Timeout: 41s [ID: 2149]|{"account_id": "ACC-025", "region": "International", "product_line": "Enterprise"}
user-003|resource|# Complete Customer Success Playbook
## Purpose
@@ -7108,7 +7108,7 @@ Always document throughout the process
## Resources
Training materials available on internal portal [ID: 2150]|{"account_id": "ACC-037", "region": "South", "product_line": "Cloud"}
-user-003|knowledge_vault|Production Database Access: Server: dev-db-5.company.com, Port: 5432, Username: admin_4814, Password: G!a24TwO04KKdePE, Additional: SSL: Required, Timeout: 21s [ID: 2151]|{"account_id": "ACC-127", "region": "Southeast", "product_line": "Cloud"}
+user-003|knowledge|Production Database Access: Server: dev-db-5.company.com, Port: 5432, Username: admin_4814, Password: G!a24TwO04KKdePE, Additional: SSL: Required, Timeout: 21s [ID: 2151]|{"account_id": "ACC-127", "region": "Southeast", "product_line": "Cloud"}
user-005|core|Bob Smith here - I'm the Senior Sales Manager for CloudSystems's operations team. [ID: 2152]|{"account_id": "ACC-129", "region": "International", "product_line": "Security"}
user-005|resource|# Compensation Plan
@@ -7125,11 +7125,11 @@ We will implement measured tactics to achieve our objectives. This includes hiri
## Action Items
1) Complete by end of month 2) Review weekly progress 3) Adjust strategy as needed [ID: 2153]|{"account_id": "ACC-071", "region": "East", "product_line": "Financial"}
-user-003|knowledge_vault|Salesforce Configuration: URL: https://dashboard.company.com, Access Token: gnjgh7uwt3v7a65dx3e3ug4on8ul9x250f0qks3j89zffj4th1lky3pnfxtxzsnn, Webhook: https://hooks.company.com/38ejn5uwd4fjlggjpn0wpnry9mqtcen0, Settings: Retry: 9, Timeout: 114s [ID: 2154]|{"account_id": "ACC-067", "region": "Northwest", "product_line": "Marketing"}
-user-004|knowledge_vault|Salesforce API Credentials: API Key: sk_qilcj8zl1cth8jxysa556jvadc8bb4kj, Secret: 9O3GU16ZTJ1ZDNUBJEQM399U5LZQWRAVEXMAK9MZ, Endpoint: https://api.service.com/v1, Region: us-west-2 [ID: 2155]|{"account_id": "ACC-186", "region": "International", "product_line": "Security"}
+user-003|knowledge|Salesforce Configuration: URL: https://dashboard.company.com, Access Token: gnjgh7uwt3v7a65dx3e3ug4on8ul9x250f0qks3j89zffj4th1lky3pnfxtxzsnn, Webhook: https://hooks.company.com/38ejn5uwd4fjlggjpn0wpnry9mqtcen0, Settings: Retry: 9, Timeout: 114s [ID: 2154]|{"account_id": "ACC-067", "region": "Northwest", "product_line": "Marketing"}
+user-004|knowledge|Salesforce API Credentials: API Key: sk_qilcj8zl1cth8jxysa556jvadc8bb4kj, Secret: 9O3GU16ZTJ1ZDNUBJEQM399U5LZQWRAVEXMAK9MZ, Endpoint: https://api.service.com/v1, Region: us-west-2 [ID: 2155]|{"account_id": "ACC-186", "region": "International", "product_line": "Security"}
user-005|procedural|Deal approval workflow: Step 1 - Monitor progress closely. Step 2 - Identify key stakeholders. Step 3 - Document lessons learned. Step 4 - Prepare detailed proposal. Step 5 - Present to decision makers. [ID: 2156]|{"account_id": "ACC-188", "region": "Southwest", "product_line": "Cloud"}
user-001|semantic|CRM Platform is a key metric for business performance. It helps organizations make data-driven decisions. Critical for strategic planning and optimization. [ID: 2157]|{"account_id": "ACC-169", "region": "Midwest", "product_line": "Platform"}
-user-003|knowledge_vault|Integration Hub Credentials: API Key: sk_6pr5i34k8edwe2uyldm47gm0alu3esph, Secret: CI3OAWRMDWRIR8CN2KYJ9V5US74FU77CY9R94WSM, Endpoint: https://api.platform.com/v2, Region: eu-west-1 [ID: 2158]|{"account_id": "ACC-119", "region": "International", "product_line": "Platform"}
+user-003|knowledge|Integration Hub Credentials: API Key: sk_6pr5i34k8edwe2uyldm47gm0alu3esph, Secret: CI3OAWRMDWRIR8CN2KYJ9V5US74FU77CY9R94WSM, Endpoint: https://api.platform.com/v2, Region: eu-west-1 [ID: 2158]|{"account_id": "ACC-119", "region": "International", "product_line": "Platform"}
user-003|semantic|Digital Sales Room is a key metric for business performance. It helps organizations make data-driven decisions. Critical for strategic planning and optimization. [ID: 2159]|{"account_id": "ACC-023", "region": "Southeast", "product_line": "Financial"}
user-003|resource|# Q4 Sales Strategy
@@ -7147,15 +7147,15 @@ We will implement strategic tactics to achieve our objectives. This includes hir
## Action Items
1) Complete by mid-year 2) Review weekly progress 3) Adjust strategy as needed [ID: 2160]|{"account_id": "ACC-070", "region": "Southeast", "product_line": "Cloud"}
user-003|episodic|On Friday at 12:00 PM, I had a technical consultation with Digital Dynamics. We discussed implementation timeline and identified key pain points. [ID: 2161]|{"account_id": "ACC-007", "region": "Midwest", "product_line": "Financial"}
-user-003|knowledge_vault|Stripe Configuration: URL: https://dashboard.company.com, Access Token: lcs8swuvueowxznkqe8bs40vsnlah9vo7upflrocpbfybgolmxo5ax57xnrv7egp, Webhook: https://hooks.company.com/x1iclpyqjyy44h6bp0zqytj6q8ilnyk0, Settings: Retry: 6, Timeout: 71s [ID: 2162]|{"account_id": "ACC-030", "region": "Central", "product_line": "Security"}
+user-003|knowledge|Stripe Configuration: URL: https://dashboard.company.com, Access Token: lcs8swuvueowxznkqe8bs40vsnlah9vo7upflrocpbfybgolmxo5ax57xnrv7egp, Webhook: https://hooks.company.com/x1iclpyqjyy44h6bp0zqytj6q8ilnyk0, Settings: Retry: 6, Timeout: 71s [ID: 2162]|{"account_id": "ACC-030", "region": "Central", "product_line": "Security"}
user-005|core|I'm Emma Wilson, Solutions Architect at Global Enterprises. My focus areas are technical consulting and digital transformation. [ID: 2163]|{"account_id": "ACC-028", "region": "Northwest", "product_line": "SMB"}
user-005|episodic|Yesterday at 10:00 PM, I conducted a consultation for CloudSystems. The feedback was very positive. [ID: 2164]|{"account_id": "ACC-186", "region": "South", "product_line": "Security"}
user-001|procedural|My competitive analysis process: First, Review requirements thoroughly. Second, Document lessons learned. Third, Monitor progress closely. Fourth, Identify key stakeholders. Finally, Negotiate terms and pricing. [ID: 2165]|{"account_id": "ACC-028", "region": "Central", "product_line": "Enterprise"}
-user-003|knowledge_vault|Slack Configuration: URL: https://portal.company.com, Access Token: yw1ry02wfnu2te33ogwp4pga68gs91wu9t23inaq2i61mj54g1zqzcsnz9g8hbke, Webhook: https://hooks.company.com/w97suxwv2ne2up8toot2t6lkgd08gybk, Settings: Retry: 10, Timeout: 68s [ID: 2166]|{"account_id": "ACC-131", "region": "Northeast", "product_line": "Financial"}
+user-003|knowledge|Slack Configuration: URL: https://portal.company.com, Access Token: yw1ry02wfnu2te33ogwp4pga68gs91wu9t23inaq2i61mj54g1zqzcsnz9g8hbke, Webhook: https://hooks.company.com/w97suxwv2ne2up8toot2t6lkgd08gybk, Settings: Retry: 10, Timeout: 68s [ID: 2166]|{"account_id": "ACC-131", "region": "Northeast", "product_line": "Financial"}
user-005|core|I'm Jack Anderson, Sales Engineer at CloudSystems. My focus areas are technical consulting and digital transformation. [ID: 2167]|{"account_id": "ACC-019", "region": "Northwest", "product_line": "Security"}
user-002|episodic|On Tuesday at 12:00 AM, I had a technical consultation with Quantum Systems. We discussed integration capabilities and agreed to extend contract. [ID: 2168]|{"account_id": "ACC-001", "region": "Central", "product_line": "Marketing"}
user-005|semantic|Conversation Intelligence is a key metric for business performance. It helps organizations make data-driven decisions. Critical for strategic planning and optimization. [ID: 2169]|{"account_id": "ACC-176", "region": "Midwest", "product_line": "Integration"}
-user-005|knowledge_vault|HubSpot Configuration: URL: https://portal.company.com, Access Token: xgueajc6t1f9js7t1uf0lyt12rzvrq12mr8qx80syaspfs8hhfhqmd53anni2em6, Webhook: https://hooks.company.com/qqa6n499m2jkfqutt7q7scpoqzi3hc6h, Settings: Retry: 10, Timeout: 108s [ID: 2170]|{"account_id": "ACC-110", "region": "West", "product_line": "Financial"}
+user-005|knowledge|HubSpot Configuration: URL: https://portal.company.com, Access Token: xgueajc6t1f9js7t1uf0lyt12rzvrq12mr8qx80syaspfs8hhfhqmd53anni2em6, Webhook: https://hooks.company.com/qqa6n499m2jkfqutt7q7scpoqzi3hc6h, Settings: Retry: 10, Timeout: 108s [ID: 2170]|{"account_id": "ACC-110", "region": "West", "product_line": "Financial"}
user-003|procedural|Deal approval workflow: Step 1 - Review requirements thoroughly. Step 2 - Finalize documentation. Step 3 - Conduct initial assessment. Step 4 - Present to decision makers. Step 5 - Address concerns and objections. [ID: 2171]|{"account_id": "ACC-151", "region": "International", "product_line": "Integration"}
user-004|procedural|My account planning process: First, Identify key stakeholders. Second, Finalize documentation. Third, Negotiate terms and pricing. Fourth, Review requirements thoroughly. Finally, Address concerns and objections. [ID: 2172]|{"account_id": "ACC-142", "region": "West", "product_line": "Integration"}
user-001|episodic|This morning at 11:00 PM, I closed a deal with CloudSystems worth $157K annually. The contract was signed after 5 months of negotiations. [ID: 2173]|{"account_id": "ACC-091", "region": "East", "product_line": "Integration"}
@@ -7234,12 +7234,12 @@ Always document throughout the process
Training materials available on internal portal [ID: 2190]|{"account_id": "ACC-131", "region": "Northwest", "product_line": "Marketing"}
user-002|episodic|On Monday, I had a call with NextGen Tech regarding service outage. We resolved the problem within 4 hours and they agreed to upgrade their plan. [ID: 2191]|{"account_id": "ACC-007", "region": "Central", "product_line": "Integration"}
user-005|semantic|Net Promoter Score is an essential tool for modern business. It provides benefits such as increased efficiency, better decision making, and improved ROI. [ID: 2192]|{"account_id": "ACC-022", "region": "Southeast", "product_line": "Platform"}
-user-003|knowledge_vault|Stripe Configuration: URL: https://app.company.com, Access Token: r34v4lqwdalvrl2b0md20ewp21swtdf30wu5b4hpdbwd1kkmffiulbq80cr48w2l, Webhook: https://hooks.company.com/h6q1yxj1nt60nb66j8wo4wxqfdsgfzjt, Settings: Retry: 3, Timeout: 108s [ID: 2193]|{"account_id": "ACC-045", "region": "East", "product_line": "Analytics"}
+user-003|knowledge|Stripe Configuration: URL: https://app.company.com, Access Token: r34v4lqwdalvrl2b0md20ewp21swtdf30wu5b4hpdbwd1kkmffiulbq80cr48w2l, Webhook: https://hooks.company.com/h6q1yxj1nt60nb66j8wo4wxqfdsgfzjt, Settings: Retry: 3, Timeout: 108s [ID: 2193]|{"account_id": "ACC-045", "region": "East", "product_line": "Analytics"}
user-003|procedural|My lead scoring process: First, Conduct initial assessment. Second, Present to decision makers. Third, Finalize documentation. Fourth, Schedule implementation. Finally, Identify key stakeholders. [ID: 2194]|{"account_id": "ACC-034", "region": "Southeast", "product_line": "Operations"}
user-003|core|Profile update: Henry Brown, Solutions Architect position at CloudSystems, responsible for product development. [ID: 2195]|{"account_id": "ACC-068", "region": "Northwest", "product_line": "SMB"}
user-003|episodic|On Tuesday, I had a call with FinTech Solutions regarding feature request. We resolved the problem within 3 hours and they agreed to upgrade their plan. [ID: 2196]|{"account_id": "ACC-083", "region": "Southeast", "product_line": "Marketing"}
user-005|semantic|Digital Sales Room is an essential tool for modern business. It provides benefits such as increased efficiency, better decision making, and improved ROI. [ID: 2197]|{"account_id": "ACC-197", "region": "West", "product_line": "Security"}
-user-005|knowledge_vault|Backup Server Access: Server: staging-db-7.company.com, Port: 5432, Username: admin_7136, Password: !70Qz5TR#gXr27ik, Additional: SSL: Required, Timeout: 37s [ID: 2198]|{"account_id": "ACC-170", "region": "Northeast", "product_line": "Integration"}
+user-005|knowledge|Backup Server Access: Server: staging-db-7.company.com, Port: 5432, Username: admin_7136, Password: !70Qz5TR#gXr27ik, Additional: SSL: Required, Timeout: 37s [ID: 2198]|{"account_id": "ACC-170", "region": "Northeast", "product_line": "Integration"}
user-001|resource|# Complete Competitive Analysis
## Purpose
@@ -7258,9 +7258,9 @@ Training materials available on internal portal [ID: 2199]|{"account_id": "ACC-1
user-001|semantic|Net Promoter Score refers to the measurement of business outcomes. Key characteristics include measurable outcomes, actionable insights, and continuous improvement. [ID: 2200]|{"account_id": "ACC-131", "region": "Central", "product_line": "Enterprise"}
user-003|procedural|My customer onboarding process: First, Collect feedback regularly. Second, Schedule implementation. Third, Finalize documentation. Fourth, Prepare detailed proposal. Finally, Conduct initial assessment. [ID: 2201]|{"account_id": "ACC-125", "region": "South", "product_line": "Platform"}
user-004|core|I'm Emma Wilson, Customer Success Manager at Global Enterprises. My focus areas are business intelligence and product strategy. [ID: 2202]|{"account_id": "ACC-151", "region": "Central", "product_line": "Security"}
-user-005|knowledge_vault|Slack Configuration: URL: https://dashboard.company.com, Access Token: o2dka6q830ouu9i86v8btiwd6qeyx8eg6bdmdfigfc4fhpy72dcjiuh4o6rcu999, Webhook: https://hooks.company.com/vvy2aoe2zckae1qxgdvqh0fz9kec7vin, Settings: Retry: 5, Timeout: 69s [ID: 2203]|{"account_id": "ACC-189", "region": "Northwest", "product_line": "Financial"}
+user-005|knowledge|Slack Configuration: URL: https://dashboard.company.com, Access Token: o2dka6q830ouu9i86v8btiwd6qeyx8eg6bdmdfigfc4fhpy72dcjiuh4o6rcu999, Webhook: https://hooks.company.com/vvy2aoe2zckae1qxgdvqh0fz9kec7vin, Settings: Retry: 5, Timeout: 69s [ID: 2203]|{"account_id": "ACC-189", "region": "Northwest", "product_line": "Financial"}
user-003|episodic|Last Monday, I attended Tech Conference at San Francisco. Met 21 potential leads and scheduled 9 follow-up meetings. [ID: 2204]|{"account_id": "ACC-135", "region": "East", "product_line": "Platform"}
-user-003|knowledge_vault|Zendesk Configuration: URL: https://portal.company.com, Access Token: 7ys887bb8fdptnq3okd8d3rxymhwbxy3f770oukgt5vfpb3qni1srhops8k1si4o, Webhook: https://hooks.company.com/sn0reqb5pyqe1o1031kgtxo69kdlh3wi, Settings: Retry: 7, Timeout: 102s [ID: 2205]|{"account_id": "ACC-133", "region": "Central", "product_line": "Enterprise"}
+user-003|knowledge|Zendesk Configuration: URL: https://portal.company.com, Access Token: 7ys887bb8fdptnq3okd8d3rxymhwbxy3f770oukgt5vfpb3qni1srhops8k1si4o, Webhook: https://hooks.company.com/sn0reqb5pyqe1o1031kgtxo69kdlh3wi, Settings: Retry: 7, Timeout: 102s [ID: 2205]|{"account_id": "ACC-133", "region": "Central", "product_line": "Enterprise"}
user-004|semantic|Sales Velocity refers to the measurement of business outcomes. Key characteristics include measurable outcomes, actionable insights, and continuous improvement. [ID: 2206]|{"account_id": "ACC-079", "region": "Central", "product_line": "Enterprise"}
user-001|episodic|On Thursday, I had a call with Innovation Labs regarding billing discrepancy. We resolved the problem within 5 hours and they agreed to extend the trial. [ID: 2207]|{"account_id": "ACC-013", "region": "Northeast", "product_line": "Financial"}
user-004|core|Alice Johnson here - I'm the Product Manager for FinTech Solutions's marketing team. [ID: 2208]|{"account_id": "ACC-109", "region": "Midwest", "product_line": "Enterprise"}
@@ -7297,7 +7297,7 @@ We will implement focused tactics to achieve our objectives. This includes hirin
## Action Items
1) Complete by end of month 2) Review weekly progress 3) Adjust strategy as needed [ID: 2212]|{"account_id": "ACC-039", "region": "South", "product_line": "Cloud"}
user-005|semantic|Customer Lifetime Value refers to the measurement of business outcomes. Key characteristics include measurable outcomes, actionable insights, and continuous improvement. [ID: 2213]|{"account_id": "ACC-109", "region": "International", "product_line": "Cloud"}
-user-004|knowledge_vault|Stripe Configuration: URL: https://portal.company.com, Access Token: m57azui3ancuxlvby90v8lsbt1mktaqvfefhn22gvof2bcv68gj67fw6ha5u4t09, Webhook: https://hooks.company.com/e1frdevf5z4mxjh226g7itprprl5scys, Settings: Retry: 7, Timeout: 87s [ID: 2214]|{"account_id": "ACC-091", "region": "Northeast", "product_line": "Enterprise"}
+user-004|knowledge|Stripe Configuration: URL: https://portal.company.com, Access Token: m57azui3ancuxlvby90v8lsbt1mktaqvfefhn22gvof2bcv68gj67fw6ha5u4t09, Webhook: https://hooks.company.com/e1frdevf5z4mxjh226g7itprprl5scys, Settings: Retry: 7, Timeout: 87s [ID: 2214]|{"account_id": "ACC-091", "region": "Northeast", "product_line": "Enterprise"}
user-005|core|Profile update: Carol Davis, Marketing Director position at DataVision Inc, responsible for product development. [ID: 2215]|{"account_id": "ACC-080", "region": "West", "product_line": "Platform"}
user-001|semantic|Conversation Intelligence is a key metric for business performance. It helps organizations make data-driven decisions. Critical for strategic planning and optimization. [ID: 2216]|{"account_id": "ACC-150", "region": "Southwest", "product_line": "SMB"}
user-001|episodic|Last Wednesday, I attended Networking Event at Boston. Met 27 potential leads and scheduled 15 follow-up meetings. [ID: 2217]|{"account_id": "ACC-103", "region": "Northwest", "product_line": "Enterprise"}
@@ -7318,7 +7318,7 @@ Always monitor throughout the process
## Resources
Training materials available on internal portal [ID: 2220]|{"account_id": "ACC-014", "region": "Southeast", "product_line": "Marketing"}
-user-003|knowledge_vault|Azure Credentials: API Key: sk_fluhf25x686jlbommbqp9oz4b130nz9n, Secret: 00OR4IV38IC4ID795CML0OPIER89HK2WCO3ER871, Endpoint: https://api.service.com/v2, Region: eu-west-1 [ID: 2221]|{"account_id": "ACC-031", "region": "Northwest", "product_line": "Integration"}
+user-003|knowledge|Azure Credentials: API Key: sk_fluhf25x686jlbommbqp9oz4b130nz9n, Secret: 00OR4IV38IC4ID795CML0OPIER89HK2WCO3ER871, Endpoint: https://api.service.com/v2, Region: eu-west-1 [ID: 2221]|{"account_id": "ACC-031", "region": "Northwest", "product_line": "Integration"}
user-003|core|Profile update: Emma Wilson, Product Manager position at Innovation Labs, responsible for revenue growth. [ID: 2222]|{"account_id": "ACC-020", "region": "Northwest", "product_line": "Operations"}
user-002|resource|# Customer Success Playbook
@@ -7341,7 +7341,7 @@ user-002|semantic|Account-Based Marketing is an essential tool for modern busine
user-002|procedural|My account planning process: First, Finalize documentation. Second, Schedule implementation. Third, Document lessons learned. Fourth, Identify key stakeholders. Finally, Collect feedback regularly. [ID: 2227]|{"account_id": "ACC-082", "region": "Southwest", "product_line": "Integration"}
user-004|semantic|Conversation Intelligence is an essential tool for modern business. It provides benefits such as increased efficiency, better decision making, and improved ROI. [ID: 2228]|{"account_id": "ACC-131", "region": "Midwest", "product_line": "Security"}
user-001|semantic|CRM Platform is an essential tool for modern business. It provides benefits such as increased efficiency, better decision making, and improved ROI. [ID: 2229]|{"account_id": "ACC-112", "region": "Northwest", "product_line": "Analytics"}
-user-001|knowledge_vault|Monitoring System Access: Server: staging-db-4.company.com, Port: 3306, Username: admin_6452, Password: sRJNWlcMNLWP3e#S, Additional: SSL: Required, Timeout: 47s [ID: 2230]|{"account_id": "ACC-106", "region": "International", "product_line": "Cloud"}
+user-001|knowledge|Monitoring System Access: Server: staging-db-4.company.com, Port: 3306, Username: admin_6452, Password: sRJNWlcMNLWP3e#S, Additional: SSL: Required, Timeout: 47s [ID: 2230]|{"account_id": "ACC-106", "region": "International", "product_line": "Cloud"}
user-002|procedural|Customer handoff workflow: Step 1 - Collect feedback regularly. Step 2 - Finalize documentation. Step 3 - Negotiate terms and pricing. Step 4 - Conduct initial assessment. Step 5 - Document lessons learned. [ID: 2231]|{"account_id": "ACC-158", "region": "West", "product_line": "Security"}
user-005|core|I'm Henry Brown, working as CTO in Digital Dynamics. My key expertise is in AI solutions. [ID: 2232]|{"account_id": "ACC-054", "region": "West", "product_line": "Marketing"}
user-004|resource|# Essential Sales Enablement Plan
@@ -7374,7 +7374,7 @@ We will implement focused tactics to achieve our objectives. This includes hirin
## Action Items
1) Complete by end of month 2) Review weekly progress 3) Adjust strategy as needed [ID: 2234]|{"account_id": "ACC-186", "region": "West", "product_line": "Operations"}
-user-002|knowledge_vault|Backup Server Access: Server: dev-db-2.company.com, Port: 5432, Username: admin_9948, Password: yLcpRPmfUoKRLqC5, Additional: SSL: Required, Timeout: 17s [ID: 2235]|{"account_id": "ACC-020", "region": "International", "product_line": "Operations"}
+user-002|knowledge|Backup Server Access: Server: dev-db-2.company.com, Port: 5432, Username: admin_9948, Password: yLcpRPmfUoKRLqC5, Additional: SSL: Required, Timeout: 17s [ID: 2235]|{"account_id": "ACC-020", "region": "International", "product_line": "Operations"}
user-001|semantic|CRM Platform is a key metric for business performance. It helps organizations make data-driven decisions. Critical for strategic planning and optimization. [ID: 2236]|{"account_id": "ACC-170", "region": "Midwest", "product_line": "SMB"}
user-003|resource|# Competitive Analysis
@@ -7398,7 +7398,7 @@ user-003|core|Jack Anderson here - I'm the Customer Success Manager for TechCorp
user-005|semantic|Predictive Analytics is an essential tool for modern business. It provides benefits such as increased efficiency, better decision making, and improved ROI. [ID: 2242]|{"account_id": "ACC-011", "region": "West", "product_line": "SMB"}
user-005|procedural|My contract renewal process: First, Negotiate terms and pricing. Second, Identify key stakeholders. Third, Collect feedback regularly. Fourth, Document lessons learned. Finally, Prepare detailed proposal. [ID: 2243]|{"account_id": "ACC-067", "region": "East", "product_line": "Enterprise"}
user-001|core|Jack Anderson here - I'm the VP of Operations for Innovation Labs's sales team. [ID: 2244]|{"account_id": "ACC-152", "region": "Midwest", "product_line": "Enterprise"}
-user-001|knowledge_vault|Staging Environment Access: Server: prod-db-7.company.com, Port: 6379, Username: admin_2186, Password: FypwnIg1dwakXv8g, Additional: SSL: Required, Timeout: 34s [ID: 2245]|{"account_id": "ACC-041", "region": "Central", "product_line": "Integration"}
+user-001|knowledge|Staging Environment Access: Server: prod-db-7.company.com, Port: 6379, Username: admin_2186, Password: FypwnIg1dwakXv8g, Additional: SSL: Required, Timeout: 34s [ID: 2245]|{"account_id": "ACC-041", "region": "Central", "product_line": "Integration"}
user-001|resource|# Q4 Sales Strategy
## Overview
@@ -7421,7 +7421,7 @@ user-002|core|My name is Jack Anderson and I work as a Senior Sales Manager at C
user-001|episodic|This morning at 13:00 PM, I closed a deal with TechCorp worth $496K annually. The contract was signed after 6 months of negotiations. [ID: 2251]|{"account_id": "ACC-036", "region": "East", "product_line": "Marketing"}
user-005|core|Grace Taylor here - I'm the Marketing Director for DataVision Inc's operations team. [ID: 2252]|{"account_id": "ACC-156", "region": "South", "product_line": "Integration"}
user-005|episodic|On Thursday at 8:00 AM, I had a technical consultation with Smart Solutions. We discussed pricing structure and agreed to extend contract. [ID: 2253]|{"account_id": "ACC-152", "region": "West", "product_line": "Marketing"}
-user-004|knowledge_vault|HubSpot Configuration: URL: https://app.company.com, Access Token: wtnjo6kl0dgayvswo7d8rdcs742yhluedjfbump5r3srsomn5eix0otcv8icw60o, Webhook: https://hooks.company.com/jstz41qx175hzxl6l9pigxns0gn4hfqj, Settings: Retry: 8, Timeout: 105s [ID: 2254]|{"account_id": "ACC-148", "region": "Midwest", "product_line": "Operations"}
+user-004|knowledge|HubSpot Configuration: URL: https://app.company.com, Access Token: wtnjo6kl0dgayvswo7d8rdcs742yhluedjfbump5r3srsomn5eix0otcv8icw60o, Webhook: https://hooks.company.com/jstz41qx175hzxl6l9pigxns0gn4hfqj, Settings: Retry: 8, Timeout: 105s [ID: 2254]|{"account_id": "ACC-148", "region": "Midwest", "product_line": "Operations"}
user-002|resource|# Essential Market Analysis Report
## Purpose
@@ -7438,14 +7438,14 @@ Always validate throughout the process
## Resources
Training materials available on internal portal [ID: 2255]|{"account_id": "ACC-045", "region": "Southeast", "product_line": "Marketing"}
user-002|episodic|This morning at 15:00 PM, I closed a deal with NextGen Tech worth $70K annually. The contract was signed after 4 months of negotiations. [ID: 2256]|{"account_id": "ACC-107", "region": "Northeast", "product_line": "Platform"}
-user-003|knowledge_vault|Analytics Platform Access: Server: staging-db-1.company.com, Port: 5432, Username: admin_7750, Password: vFgnK#ZScqt3gHXg, Additional: SSL: Required, Timeout: 25s [ID: 2257]|{"account_id": "ACC-059", "region": "Northeast", "product_line": "Cloud"}
+user-003|knowledge|Analytics Platform Access: Server: staging-db-1.company.com, Port: 5432, Username: admin_7750, Password: vFgnK#ZScqt3gHXg, Additional: SSL: Required, Timeout: 25s [ID: 2257]|{"account_id": "ACC-059", "region": "Northeast", "product_line": "Cloud"}
user-001|core|Henry Brown here - I'm the Product Manager for Quantum Systems's marketing team. [ID: 2258]|{"account_id": "ACC-116", "region": "West", "product_line": "Operations"}
user-004|semantic|Conversation Intelligence refers to the measurement of business outcomes. Key characteristics include measurable outcomes, actionable insights, and continuous improvement. [ID: 2259]|{"account_id": "ACC-063", "region": "Northwest", "product_line": "SMB"}
user-004|episodic|Yesterday at 9:00 AM, I conducted a presentation for TechCorp. Deal moved to final stage. [ID: 2260]|{"account_id": "ACC-193", "region": "Central", "product_line": "Platform"}
user-002|episodic|This morning at 10:30 PM, I closed a deal with FinTech Solutions worth $334K annually. The contract was signed after 2 months of negotiations. [ID: 2261]|{"account_id": "ACC-057", "region": "Northeast", "product_line": "Enterprise"}
user-001|core|I'm Alice Johnson, working as Customer Success Manager in Smart Solutions. My key expertise is in data analytics. [ID: 2262]|{"account_id": "ACC-144", "region": "East", "product_line": "Analytics"}
user-002|procedural|Pipeline review workflow: Step 1 - Collect feedback regularly. Step 2 - Monitor progress closely. Step 3 - Finalize documentation. Step 4 - Schedule implementation. Step 5 - Present to decision makers. [ID: 2263]|{"account_id": "ACC-140", "region": "East", "product_line": "Marketing"}
-user-002|knowledge_vault|Data Warehouse Credentials: API Key: sk_b93xz3wj38ipftlzadphxhx6p73lwywg, Secret: 2J1YLXO84XRTO71U5YC1GGRNSWYFHF87XO0K8X1W, Endpoint: https://api.system.com/v1, Region: us-west-2 [ID: 2264]|{"account_id": "ACC-047", "region": "East", "product_line": "Security"}
+user-002|knowledge|Data Warehouse Credentials: API Key: sk_b93xz3wj38ipftlzadphxhx6p73lwywg, Secret: 2J1YLXO84XRTO71U5YC1GGRNSWYFHF87XO0K8X1W, Endpoint: https://api.system.com/v1, Region: us-west-2 [ID: 2264]|{"account_id": "ACC-047", "region": "East", "product_line": "Security"}
user-004|resource|# Territory Assignment
## Overview
@@ -7548,8 +7548,8 @@ user-003|core|I'm Alice Johnson, Senior Sales Manager at DataVision Inc. My focu
user-001|episodic|On Tuesday at 16:30 PM, I had a quarterly business review with Smart Solutions. We discussed security compliance and they committed to a 40% increase. [ID: 2280]|{"account_id": "ACC-133", "region": "South", "product_line": "SMB"}
user-005|core|I'm Jack Anderson, Senior Sales Manager at TechCorp. My focus areas are enterprise sales and technical consulting. [ID: 2281]|{"account_id": "ACC-170", "region": "Southeast", "product_line": "SMB"}
user-001|core|My name is Jack Anderson and I work as a Sales Engineer at Quantum Systems. I specialize in cloud architecture. [ID: 2282]|{"account_id": "ACC-028", "region": "Central", "product_line": "Analytics"}
-user-004|knowledge_vault|Slack Configuration: URL: https://app.company.com, Access Token: 0acim1rntewudmsxiglww6lv48p1k15jlzd5cwn48gfcduihj86r6folfdd4b8x2, Webhook: https://hooks.company.com/6fw5su13pls7piuyvs2am4wc95gyt6ob, Settings: Retry: 10, Timeout: 92s [ID: 2283]|{"account_id": "ACC-030", "region": "Southwest", "product_line": "Financial"}
-user-002|knowledge_vault|Salesforce API Credentials: API Key: sk_qpflga1845wztd19sh4ddb5k3dje7cye, Secret: G1DQX0R4P880CZ7NUB0ZFMQPGCBRM1R6QNI45C6I, Endpoint: https://api.platform.com/v2, Region: ap-southeast-1 [ID: 2284]|{"account_id": "ACC-099", "region": "Midwest", "product_line": "Operations"}
+user-004|knowledge|Slack Configuration: URL: https://app.company.com, Access Token: 0acim1rntewudmsxiglww6lv48p1k15jlzd5cwn48gfcduihj86r6folfdd4b8x2, Webhook: https://hooks.company.com/6fw5su13pls7piuyvs2am4wc95gyt6ob, Settings: Retry: 10, Timeout: 92s [ID: 2283]|{"account_id": "ACC-030", "region": "Southwest", "product_line": "Financial"}
+user-002|knowledge|Salesforce API Credentials: API Key: sk_qpflga1845wztd19sh4ddb5k3dje7cye, Secret: G1DQX0R4P880CZ7NUB0ZFMQPGCBRM1R6QNI45C6I, Endpoint: https://api.platform.com/v2, Region: ap-southeast-1 [ID: 2284]|{"account_id": "ACC-099", "region": "Midwest", "product_line": "Operations"}
user-005|episodic|On Tuesday at 17:00 PM, I had a renewal discussion with FinTech Solutions. We discussed budget allocation and they committed to a 40% increase. [ID: 2285]|{"account_id": "ACC-061", "region": "Midwest", "product_line": "Financial"}
user-004|resource|# Sales Enablement Plan
@@ -7671,7 +7671,7 @@ We will implement measured tactics to achieve our objectives. This includes hiri
1) Complete by end of quarter 2) Review weekly progress 3) Adjust strategy as needed [ID: 2305]|{"account_id": "ACC-063", "region": "Central", "product_line": "Enterprise"}
user-001|procedural|Deal approval workflow: Step 1 - Negotiate terms and pricing. Step 2 - Prepare detailed proposal. Step 3 - Conduct initial assessment. Step 4 - Monitor progress closely. Step 5 - Review requirements thoroughly. [ID: 2306]|{"account_id": "ACC-034", "region": "International", "product_line": "Security"}
user-001|semantic|Marketing Automation is a key metric for business performance. It helps organizations make data-driven decisions. Critical for strategic planning and optimization. [ID: 2307]|{"account_id": "ACC-005", "region": "South", "product_line": "Marketing"}
-user-002|knowledge_vault|Backup Server Access: Server: staging-db-9.company.com, Port: 8080, Username: admin_4486, Password: YLLB@yat6trF%MHO, Additional: SSL: Required, Timeout: 45s [ID: 2308]|{"account_id": "ACC-192", "region": "Southeast", "product_line": "SMB"}
+user-002|knowledge|Backup Server Access: Server: staging-db-9.company.com, Port: 8080, Username: admin_4486, Password: YLLB@yat6trF%MHO, Additional: SSL: Required, Timeout: 45s [ID: 2308]|{"account_id": "ACC-192", "region": "Southeast", "product_line": "SMB"}
user-003|semantic|Pipeline Coverage is an essential tool for modern business. It provides benefits such as increased efficiency, better decision making, and improved ROI. [ID: 2309]|{"account_id": "ACC-138", "region": "South", "product_line": "Integration"}
user-002|semantic|CRM Platform refers to the measurement of business outcomes. Key characteristics include measurable outcomes, actionable insights, and continuous improvement. [ID: 2310]|{"account_id": "ACC-069", "region": "South", "product_line": "Cloud"}
user-004|semantic|Sales Intelligence is an essential tool for modern business. It provides benefits such as increased efficiency, better decision making, and improved ROI. [ID: 2311]|{"account_id": "ACC-192", "region": "South", "product_line": "Analytics"}
@@ -7697,7 +7697,7 @@ user-001|procedural|My contract renewal process: First, Document lessons learned
user-001|semantic|Win Rate refers to the measurement of business outcomes. Key characteristics include measurable outcomes, actionable insights, and continuous improvement. [ID: 2317]|{"account_id": "ACC-155", "region": "East", "product_line": "Operations"}
user-002|episodic|On Friday, I had a call with TechCorp regarding billing discrepancy. We resolved the problem within 3 hours and they agreed to extend the trial. [ID: 2318]|{"account_id": "ACC-058", "region": "Midwest", "product_line": "Enterprise"}
user-005|episodic|This morning at 15:00 AM, I closed a deal with DataVision Inc worth $221K annually. The contract was signed after 4 months of negotiations. [ID: 2319]|{"account_id": "ACC-102", "region": "South", "product_line": "SMB"}
-user-002|knowledge_vault|Monitoring System Access: Server: staging-db-1.company.com, Port: 27017, Username: admin_2574, Password: pV3%gqucu3Ae%7bS, Additional: SSL: Required, Timeout: 14s [ID: 2320]|{"account_id": "ACC-158", "region": "West", "product_line": "Financial"}
+user-002|knowledge|Monitoring System Access: Server: staging-db-1.company.com, Port: 27017, Username: admin_2574, Password: pV3%gqucu3Ae%7bS, Additional: SSL: Required, Timeout: 14s [ID: 2320]|{"account_id": "ACC-158", "region": "West", "product_line": "Financial"}
user-001|resource|# Market Analysis Report
## Overview
@@ -7750,9 +7750,9 @@ We will implement aggressive tactics to achieve our objectives. This includes hi
1) Complete by end of quarter 2) Review weekly progress 3) Adjust strategy as needed [ID: 2328]|{"account_id": "ACC-078", "region": "Northwest", "product_line": "Security"}
user-004|core|My name is Carol Davis and I work as a Customer Success Manager at CloudSystems. I specialize in cloud architecture. [ID: 2329]|{"account_id": "ACC-144", "region": "Northeast", "product_line": "Operations"}
user-005|core|I'm Alice Johnson, working as Customer Success Manager in Digital Dynamics. My key expertise is in customer engagement. [ID: 2330]|{"account_id": "ACC-025", "region": "Northwest", "product_line": "Operations"}
-user-003|knowledge_vault|Stripe Configuration: URL: https://app.company.com, Access Token: mxlvq9b0ucv5g9rxhldx1dcxd0ifengfj0xw1uz0sckpgiah9tntotjwif9k8gcj, Webhook: https://hooks.company.com/rrmlrjrs3sgcs0s3nl9ca1zxdouqw8pr, Settings: Retry: 6, Timeout: 99s [ID: 2331]|{"account_id": "ACC-014", "region": "South", "product_line": "Analytics"}
-user-001|knowledge_vault|Stripe Configuration: URL: https://dashboard.company.com, Access Token: u1rrs2syb6pwefl1c25c5ntcbfhjpp0mgo328cg4qsvgypxw38073f0o9b70ns4j, Webhook: https://hooks.company.com/x5ph86pzrd3wfexxjobore267wc4vqfy, Settings: Retry: 10, Timeout: 41s [ID: 2332]|{"account_id": "ACC-016", "region": "Northwest", "product_line": "Financial"}
-user-004|knowledge_vault|Azure Credentials: API Key: sk_jqc04c5rkvdfmh6ldxgkep68ng9kxmex, Secret: W2FLLHQ1GJSBZZRSOAKYBMBS8CRRLXVVHBBS4PDX, Endpoint: https://api.system.com/v3, Region: us-east-1 [ID: 2333]|{"account_id": "ACC-015", "region": "International", "product_line": "SMB"}
+user-003|knowledge|Stripe Configuration: URL: https://app.company.com, Access Token: mxlvq9b0ucv5g9rxhldx1dcxd0ifengfj0xw1uz0sckpgiah9tntotjwif9k8gcj, Webhook: https://hooks.company.com/rrmlrjrs3sgcs0s3nl9ca1zxdouqw8pr, Settings: Retry: 6, Timeout: 99s [ID: 2331]|{"account_id": "ACC-014", "region": "South", "product_line": "Analytics"}
+user-001|knowledge|Stripe Configuration: URL: https://dashboard.company.com, Access Token: u1rrs2syb6pwefl1c25c5ntcbfhjpp0mgo328cg4qsvgypxw38073f0o9b70ns4j, Webhook: https://hooks.company.com/x5ph86pzrd3wfexxjobore267wc4vqfy, Settings: Retry: 10, Timeout: 41s [ID: 2332]|{"account_id": "ACC-016", "region": "Northwest", "product_line": "Financial"}
+user-004|knowledge|Azure Credentials: API Key: sk_jqc04c5rkvdfmh6ldxgkep68ng9kxmex, Secret: W2FLLHQ1GJSBZZRSOAKYBMBS8CRRLXVVHBBS4PDX, Endpoint: https://api.system.com/v3, Region: us-east-1 [ID: 2333]|{"account_id": "ACC-015", "region": "International", "product_line": "SMB"}
user-002|resource|# Complete Product Pricing Guide
## Purpose
@@ -7769,12 +7769,12 @@ Always validate throughout the process
## Resources
Training materials available on internal portal [ID: 2334]|{"account_id": "ACC-075", "region": "South", "product_line": "Platform"}
user-002|episodic|On Thursday, I had a call with CloudSystems regarding feature request. We resolved the problem within 3 hours and they agreed to extend the trial. [ID: 2335]|{"account_id": "ACC-121", "region": "South", "product_line": "SMB"}
-user-002|knowledge_vault|Data Warehouse Credentials: API Key: sk_57ejxsx8c9womfm7449w5zcmtqnp5esi, Secret: OXBSC5ZD19QX0BL6WAXFL9WQHN8TLZ4U451K4ZYT, Endpoint: https://api.service.com/v3, Region: eu-west-1 [ID: 2336]|{"account_id": "ACC-013", "region": "International", "product_line": "SMB"}
+user-002|knowledge|Data Warehouse Credentials: API Key: sk_57ejxsx8c9womfm7449w5zcmtqnp5esi, Secret: OXBSC5ZD19QX0BL6WAXFL9WQHN8TLZ4U451K4ZYT, Endpoint: https://api.service.com/v3, Region: eu-west-1 [ID: 2336]|{"account_id": "ACC-013", "region": "International", "product_line": "SMB"}
user-004|episodic|Yesterday at 13:30 AM, I conducted a training session for NextGen Tech. The feedback was very positive. [ID: 2337]|{"account_id": "ACC-064", "region": "Southwest", "product_line": "Platform"}
user-002|core|My name is Frank Chen and I work as a Business Development Manager at TechCorp. I specialize in product strategy. [ID: 2338]|{"account_id": "ACC-038", "region": "International", "product_line": "Operations"}
user-001|semantic|Predictive Analytics is a key metric for business performance. It helps organizations make data-driven decisions. Critical for strategic planning and optimization. [ID: 2339]|{"account_id": "ACC-031", "region": "Northeast", "product_line": "Cloud"}
user-002|procedural|Migration checklist: 1) Monitor progress closely. 2) Conduct initial assessment. 3) Document lessons learned. 4) Negotiate terms and pricing. 5) Present to decision makers. [ID: 2340]|{"account_id": "ACC-166", "region": "International", "product_line": "Analytics"}
-user-002|knowledge_vault|Email Server Access: Server: prod-db-6.company.com, Port: 8080, Username: admin_9736, Password: P6p6b8zboDwOXsPq, Additional: SSL: Required, Timeout: 51s [ID: 2341]|{"account_id": "ACC-122", "region": "Central", "product_line": "Integration"}
+user-002|knowledge|Email Server Access: Server: prod-db-6.company.com, Port: 8080, Username: admin_9736, Password: P6p6b8zboDwOXsPq, Additional: SSL: Required, Timeout: 51s [ID: 2341]|{"account_id": "ACC-122", "region": "Central", "product_line": "Integration"}
user-001|procedural|Migration checklist: 1) Present to decision makers. 2) Collect feedback regularly. 3) Identify key stakeholders. 4) Negotiate terms and pricing. 5) Finalize documentation. [ID: 2342]|{"account_id": "ACC-117", "region": "Southwest", "product_line": "Analytics"}
user-002|semantic|Digital Sales Room is an essential tool for modern business. It provides benefits such as increased efficiency, better decision making, and improved ROI. [ID: 2343]|{"account_id": "ACC-069", "region": "South", "product_line": "Marketing"}
user-004|semantic|Marketing Automation refers to the measurement of business outcomes. Key characteristics include measurable outcomes, actionable insights, and continuous improvement. [ID: 2344]|{"account_id": "ACC-170", "region": "Southwest", "product_line": "SMB"}
@@ -7812,7 +7812,7 @@ user-002|core|Henry Brown here - I'm the CTO for Innovation Labs's engineering t
user-005|semantic|Pipeline Coverage is a key metric for business performance. It helps organizations make data-driven decisions. Critical for strategic planning and optimization. [ID: 2348]|{"account_id": "ACC-089", "region": "Central", "product_line": "Marketing"}
user-003|episodic|Yesterday at 8:30 PM, I conducted a presentation for NextGen Tech. The feedback was very positive. [ID: 2349]|{"account_id": "ACC-076", "region": "Central", "product_line": "Platform"}
user-001|procedural|Contract negotiation workflow: Step 1 - Collect feedback regularly. Step 2 - Address concerns and objections. Step 3 - Identify key stakeholders. Step 4 - Negotiate terms and pricing. Step 5 - Review requirements thoroughly. [ID: 2350]|{"account_id": "ACC-051", "region": "International", "product_line": "Operations"}
-user-001|knowledge_vault|VPN Gateway Access: Server: dev-db-3.company.com, Port: 8080, Username: admin_8953, Password: 38eS%qYZMnalRpvu, Additional: SSL: Required, Timeout: 11s [ID: 2351]|{"account_id": "ACC-180", "region": "International", "product_line": "Analytics"}
+user-001|knowledge|VPN Gateway Access: Server: dev-db-3.company.com, Port: 8080, Username: admin_8953, Password: 38eS%qYZMnalRpvu, Additional: SSL: Required, Timeout: 11s [ID: 2351]|{"account_id": "ACC-180", "region": "International", "product_line": "Analytics"}
user-001|procedural|Review checklist: 1) Monitor progress closely. 2) Identify key stakeholders. 3) Finalize documentation. 4) Prepare detailed proposal. 5) Document lessons learned. [ID: 2352]|{"account_id": "ACC-030", "region": "South", "product_line": "Platform"}
user-001|procedural|My customer onboarding process: First, Present to decision makers. Second, Prepare detailed proposal. Third, Monitor progress closely. Fourth, Conduct initial assessment. Finally, Address concerns and objections. [ID: 2353]|{"account_id": "ACC-039", "region": "West", "product_line": "Security"}
user-002|resource|# Competitive Analysis
@@ -7831,7 +7831,7 @@ We will implement aggressive tactics to achieve our objectives. This includes hi
## Action Items
1) Complete by mid-year 2) Review weekly progress 3) Adjust strategy as needed [ID: 2354]|{"account_id": "ACC-122", "region": "Southeast", "product_line": "Security"}
user-002|semantic|Customer Data Platform refers to the measurement of business outcomes. Key characteristics include measurable outcomes, actionable insights, and continuous improvement. [ID: 2355]|{"account_id": "ACC-016", "region": "Southeast", "product_line": "Enterprise"}
-user-003|knowledge_vault|Slack Configuration: URL: https://dashboard.company.com, Access Token: a5qvvcnmol3yad5bb6jduhhns7ix93wujwjo4eyyxahri5zo5c2yu785j2tbu067, Webhook: https://hooks.company.com/nsjk5mpl49h2sr0jenc8fo0sb42l8tj0, Settings: Retry: 5, Timeout: 84s [ID: 2356]|{"account_id": "ACC-048", "region": "South", "product_line": "Operations"}
+user-003|knowledge|Slack Configuration: URL: https://dashboard.company.com, Access Token: a5qvvcnmol3yad5bb6jduhhns7ix93wujwjo4eyyxahri5zo5c2yu785j2tbu067, Webhook: https://hooks.company.com/nsjk5mpl49h2sr0jenc8fo0sb42l8tj0, Settings: Retry: 5, Timeout: 84s [ID: 2356]|{"account_id": "ACC-048", "region": "South", "product_line": "Operations"}
user-003|procedural|My sales qualification process: First, Monitor progress closely. Second, Present to decision makers. Third, Prepare detailed proposal. Fourth, Identify key stakeholders. Finally, Negotiate terms and pricing. [ID: 2357]|{"account_id": "ACC-098", "region": "Northwest", "product_line": "Enterprise"}
user-003|resource|# Essential Compensation Plan
@@ -7850,7 +7850,7 @@ Always monitor throughout the process
Training materials available on internal portal [ID: 2358]|{"account_id": "ACC-069", "region": "Southeast", "product_line": "Security"}
user-003|semantic|CRM Platform is an essential tool for modern business. It provides benefits such as increased efficiency, better decision making, and improved ROI. [ID: 2359]|{"account_id": "ACC-119", "region": "International", "product_line": "Security"}
user-005|procedural|Migration checklist: 1) Monitor progress closely. 2) Document lessons learned. 3) Collect feedback regularly. 4) Prepare detailed proposal. 5) Finalize documentation. [ID: 2360]|{"account_id": "ACC-116", "region": "South", "product_line": "Integration"}
-user-001|knowledge_vault|HubSpot Configuration: URL: https://app.company.com, Access Token: didjj7ladevdsztpj72xtq94a4s7fhmttkcv7cwaud0x9p6yumv5umho1ax9gf7h, Webhook: https://hooks.company.com/ikbtp6jim3ij84s71e950dcn97316icl, Settings: Retry: 6, Timeout: 72s [ID: 2361]|{"account_id": "ACC-069", "region": "Southwest", "product_line": "Financial"}
+user-001|knowledge|HubSpot Configuration: URL: https://app.company.com, Access Token: didjj7ladevdsztpj72xtq94a4s7fhmttkcv7cwaud0x9p6yumv5umho1ax9gf7h, Webhook: https://hooks.company.com/ikbtp6jim3ij84s71e950dcn97316icl, Settings: Retry: 6, Timeout: 72s [ID: 2361]|{"account_id": "ACC-069", "region": "Southwest", "product_line": "Financial"}
user-001|core|Bob Smith here - I'm the Solutions Architect for NextGen Tech's sales team. [ID: 2362]|{"account_id": "ACC-064", "region": "Southwest", "product_line": "Security"}
user-004|resource|# Essential Compensation Plan
@@ -7893,8 +7893,8 @@ We will implement measured tactics to achieve our objectives. This includes hiri
## Action Items
1) Complete by end of month 2) Review weekly progress 3) Adjust strategy as needed [ID: 2375]|{"account_id": "ACC-195", "region": "South", "product_line": "Marketing"}
-user-004|knowledge_vault|Data Warehouse Credentials: API Key: sk_hsn82qmf74xv8ekbk8etytaqw4q27sgr, Secret: 36Y40K7FOS27MV1OWN4I1YCEDF1LKN7K56MV008E, Endpoint: https://api.system.com/v2, Region: ap-southeast-1 [ID: 2376]|{"account_id": "ACC-096", "region": "Northwest", "product_line": "Financial"}
-user-002|knowledge_vault|Zendesk Configuration: URL: https://portal.company.com, Access Token: peaabvgzg1fg8sn9q8hcgcolglecbmzrhukiscqsth8oz1dyop8yfrbk7w4xq5ge, Webhook: https://hooks.company.com/nn43x1ssfc7wio0nfsd2nbv7wvt7de6r, Settings: Retry: 8, Timeout: 50s [ID: 2377]|{"account_id": "ACC-098", "region": "Midwest", "product_line": "Cloud"}
+user-004|knowledge|Data Warehouse Credentials: API Key: sk_hsn82qmf74xv8ekbk8etytaqw4q27sgr, Secret: 36Y40K7FOS27MV1OWN4I1YCEDF1LKN7K56MV008E, Endpoint: https://api.system.com/v2, Region: ap-southeast-1 [ID: 2376]|{"account_id": "ACC-096", "region": "Northwest", "product_line": "Financial"}
+user-002|knowledge|Zendesk Configuration: URL: https://portal.company.com, Access Token: peaabvgzg1fg8sn9q8hcgcolglecbmzrhukiscqsth8oz1dyop8yfrbk7w4xq5ge, Webhook: https://hooks.company.com/nn43x1ssfc7wio0nfsd2nbv7wvt7de6r, Settings: Retry: 8, Timeout: 50s [ID: 2377]|{"account_id": "ACC-098", "region": "Midwest", "product_line": "Cloud"}
user-001|core|My name is Jack Anderson and I work as a Solutions Architect at Digital Dynamics. I specialize in enterprise sales. [ID: 2378]|{"account_id": "ACC-146", "region": "Northwest", "product_line": "Operations"}
user-003|core|David Lee here - I'm the Business Development Manager for NextGen Tech's operations team. [ID: 2379]|{"account_id": "ACC-099", "region": "Central", "product_line": "Platform"}
user-005|procedural|Onboarding checklist: 1) Monitor progress closely. 2) Review requirements thoroughly. 3) Present to decision makers. 4) Finalize documentation. 5) Prepare detailed proposal. [ID: 2380]|{"account_id": "ACC-092", "region": "South", "product_line": "Analytics"}
@@ -7916,7 +7916,7 @@ Always monitor throughout the process
## Resources
Training materials available on internal portal [ID: 2384]|{"account_id": "ACC-135", "region": "East", "product_line": "SMB"}
-user-005|knowledge_vault|VPN Gateway Access: Server: prod-db-9.company.com, Port: 27017, Username: admin_6566, Password: ZOcMpp!fgNfp9wM7, Additional: SSL: Required, Timeout: 26s [ID: 2385]|{"account_id": "ACC-127", "region": "International", "product_line": "Marketing"}
+user-005|knowledge|VPN Gateway Access: Server: prod-db-9.company.com, Port: 27017, Username: admin_6566, Password: ZOcMpp!fgNfp9wM7, Additional: SSL: Required, Timeout: 26s [ID: 2385]|{"account_id": "ACC-127", "region": "International", "product_line": "Marketing"}
user-004|core|Henry Brown here - I'm the Customer Success Manager for CloudSystems's sales team. [ID: 2386]|{"account_id": "ACC-070", "region": "South", "product_line": "Security"}
user-004|procedural|Migration checklist: 1) Negotiate terms and pricing. 2) Monitor progress closely. 3) Schedule implementation. 4) Prepare detailed proposal. 5) Finalize documentation. [ID: 2387]|{"account_id": "ACC-180", "region": "International", "product_line": "Platform"}
user-001|resource|# Market Analysis Report
@@ -7935,11 +7935,11 @@ We will implement strategic tactics to achieve our objectives. This includes hir
## Action Items
1) Complete by mid-year 2) Review weekly progress 3) Adjust strategy as needed [ID: 2388]|{"account_id": "ACC-124", "region": "Southwest", "product_line": "Cloud"}
user-001|semantic|CRM Platform is a key metric for business performance. It helps organizations make data-driven decisions. Critical for strategic planning and optimization. [ID: 2389]|{"account_id": "ACC-069", "region": "Southeast", "product_line": "Security"}
-user-005|knowledge_vault|Salesforce API Credentials: API Key: sk_8ffqsiq1sfwptvnclld7ciaqz2sxmpef, Secret: 5BFB5HEFDYFZ3OGE55A3IGVB9RQG8SCEZMQNIV6D, Endpoint: https://api.platform.com/v3, Region: us-west-2 [ID: 2390]|{"account_id": "ACC-025", "region": "West", "product_line": "Security"}
+user-005|knowledge|Salesforce API Credentials: API Key: sk_8ffqsiq1sfwptvnclld7ciaqz2sxmpef, Secret: 5BFB5HEFDYFZ3OGE55A3IGVB9RQG8SCEZMQNIV6D, Endpoint: https://api.platform.com/v3, Region: us-west-2 [ID: 2390]|{"account_id": "ACC-025", "region": "West", "product_line": "Security"}
user-002|procedural|Escalation handling workflow: Step 1 - Identify key stakeholders. Step 2 - Review requirements thoroughly. Step 3 - Finalize documentation. Step 4 - Document lessons learned. Step 5 - Collect feedback regularly. [ID: 2391]|{"account_id": "ACC-040", "region": "Southeast", "product_line": "Marketing"}
user-002|semantic|Account-Based Marketing is a key metric for business performance. It helps organizations make data-driven decisions. Critical for strategic planning and optimization. [ID: 2392]|{"account_id": "ACC-049", "region": "International", "product_line": "Platform"}
user-005|semantic|Pipeline Coverage is a key metric for business performance. It helps organizations make data-driven decisions. Critical for strategic planning and optimization. [ID: 2393]|{"account_id": "ACC-132", "region": "Midwest", "product_line": "Operations"}
-user-003|knowledge_vault|Salesforce API Credentials: API Key: sk_8ec45ac5kldpbw1j6lv5xha9jm3v8ydt, Secret: BQBID05EVONF4D2DI8TWD2BF8GXUHFJIJ4ZAIIN5, Endpoint: https://api.platform.com/v3, Region: us-east-1 [ID: 2394]|{"account_id": "ACC-133", "region": "East", "product_line": "Financial"}
+user-003|knowledge|Salesforce API Credentials: API Key: sk_8ec45ac5kldpbw1j6lv5xha9jm3v8ydt, Secret: BQBID05EVONF4D2DI8TWD2BF8GXUHFJIJ4ZAIIN5, Endpoint: https://api.platform.com/v3, Region: us-east-1 [ID: 2394]|{"account_id": "ACC-133", "region": "East", "product_line": "Financial"}
user-003|procedural|My competitive analysis process: First, Prepare detailed proposal. Second, Schedule implementation. Third, Identify key stakeholders. Fourth, Monitor progress closely. Finally, Negotiate terms and pricing. [ID: 2395]|{"account_id": "ACC-190", "region": "International", "product_line": "Analytics"}
user-003|episodic|On Tuesday at 8:30 PM, I had a product demo with DataVision Inc. We discussed performance metrics and requested proposal revision. [ID: 2396]|{"account_id": "ACC-109", "region": "Northwest", "product_line": "Security"}
user-005|resource|# Market Analysis Report
@@ -7957,7 +7957,7 @@ We will implement measured tactics to achieve our objectives. This includes hiri
## Action Items
1) Complete by mid-year 2) Review weekly progress 3) Adjust strategy as needed [ID: 2397]|{"account_id": "ACC-191", "region": "Northeast", "product_line": "Enterprise"}
-user-005|knowledge_vault|Staging Environment Access: Server: prod-db-10.company.com, Port: 27017, Username: admin_2952, Password: XXntd%rC#zPQt#vB, Additional: SSL: Required, Timeout: 38s [ID: 2398]|{"account_id": "ACC-195", "region": "Southeast", "product_line": "Financial"}
+user-005|knowledge|Staging Environment Access: Server: prod-db-10.company.com, Port: 27017, Username: admin_2952, Password: XXntd%rC#zPQt#vB, Additional: SSL: Required, Timeout: 38s [ID: 2398]|{"account_id": "ACC-195", "region": "Southeast", "product_line": "Financial"}
user-005|procedural|Forecasting workflow: Step 1 - Finalize documentation. Step 2 - Prepare detailed proposal. Step 3 - Review requirements thoroughly. Step 4 - Schedule implementation. Step 5 - Present to decision makers. [ID: 2399]|{"account_id": "ACC-128", "region": "Northeast", "product_line": "Platform"}
user-002|resource|# Market Analysis Report
@@ -7980,7 +7980,7 @@ user-002|semantic|Win Rate refers to the measurement of business outcomes. Key c
user-003|procedural|My territory planning process: First, Finalize documentation. Second, Monitor progress closely. Third, Conduct initial assessment. Fourth, Address concerns and objections. Finally, Identify key stakeholders. [ID: 2404]|{"account_id": "ACC-102", "region": "Central", "product_line": "Analytics"}
user-003|procedural|My competitive analysis process: First, Present to decision makers. Second, Address concerns and objections. Third, Conduct initial assessment. Fourth, Review requirements thoroughly. Finally, Monitor progress closely. [ID: 2405]|{"account_id": "ACC-052", "region": "Central", "product_line": "Operations"}
user-004|core|I'm Emma Wilson, working as CTO in Innovation Labs. My key expertise is in business intelligence. [ID: 2406]|{"account_id": "ACC-027", "region": "Central", "product_line": "Operations"}
-user-001|knowledge_vault|Analytics Platform Access: Server: prod-db-6.company.com, Port: 27017, Username: admin_4283, Password: FocqFuhmreCS!OEC, Additional: SSL: Required, Timeout: 41s [ID: 2407]|{"account_id": "ACC-117", "region": "Northeast", "product_line": "SMB"}
+user-001|knowledge|Analytics Platform Access: Server: prod-db-6.company.com, Port: 27017, Username: admin_4283, Password: FocqFuhmreCS!OEC, Additional: SSL: Required, Timeout: 41s [ID: 2407]|{"account_id": "ACC-117", "region": "Northeast", "product_line": "SMB"}
user-005|resource|# Sales Enablement Plan
## Overview
@@ -7996,7 +7996,7 @@ We will implement aggressive tactics to achieve our objectives. This includes hi
## Action Items
1) Complete by mid-year 2) Review weekly progress 3) Adjust strategy as needed [ID: 2408]|{"account_id": "ACC-033", "region": "Midwest", "product_line": "Security"}
-user-001|knowledge_vault|AWS Credentials: API Key: sk_9go1ku23vbpqymx5agnh6bu4dprwkqv4, Secret: Z5WI61DNTWN9JE23TKXC1IJTGLRT2GM8UCTC0YZ6, Endpoint: https://api.service.com/v2, Region: ap-southeast-1 [ID: 2409]|{"account_id": "ACC-141", "region": "Northeast", "product_line": "Cloud"}
+user-001|knowledge|AWS Credentials: API Key: sk_9go1ku23vbpqymx5agnh6bu4dprwkqv4, Secret: Z5WI61DNTWN9JE23TKXC1IJTGLRT2GM8UCTC0YZ6, Endpoint: https://api.service.com/v2, Region: ap-southeast-1 [ID: 2409]|{"account_id": "ACC-141", "region": "Northeast", "product_line": "Cloud"}
user-002|resource|# Essential Territory Assignment
## Purpose
@@ -8034,7 +8034,7 @@ user-002|episodic|This morning at 15:00 AM, I closed a deal with Digital Dynamic
user-002|procedural|Onboarding checklist: 1) Monitor progress closely. 2) Identify key stakeholders. 3) Negotiate terms and pricing. 4) Conduct initial assessment. 5) Review requirements thoroughly. [ID: 2416]|{"account_id": "ACC-020", "region": "International", "product_line": "Marketing"}
user-002|semantic|Net Promoter Score is an essential tool for modern business. It provides benefits such as increased efficiency, better decision making, and improved ROI. [ID: 2417]|{"account_id": "ACC-103", "region": "Central", "product_line": "Integration"}
user-005|procedural|Opportunity management workflow: Step 1 - Collect feedback regularly. Step 2 - Conduct initial assessment. Step 3 - Schedule implementation. Step 4 - Identify key stakeholders. Step 5 - Document lessons learned. [ID: 2418]|{"account_id": "ACC-135", "region": "Northwest", "product_line": "Integration"}
-user-002|knowledge_vault|Azure Credentials: API Key: sk_hextv7ewo1hmft3w2bboyekvlj1i4186, Secret: C8OODI5UAOSWOZ4N35LTR8PHE8DMKLFP0T7DIYQ7, Endpoint: https://api.system.com/v1, Region: us-west-2 [ID: 2419]|{"account_id": "ACC-084", "region": "Southwest", "product_line": "Marketing"}
+user-002|knowledge|Azure Credentials: API Key: sk_hextv7ewo1hmft3w2bboyekvlj1i4186, Secret: C8OODI5UAOSWOZ4N35LTR8PHE8DMKLFP0T7DIYQ7, Endpoint: https://api.system.com/v1, Region: us-west-2 [ID: 2419]|{"account_id": "ACC-084", "region": "Southwest", "product_line": "Marketing"}
user-003|resource|# Product Pricing Guide
## Overview
@@ -8087,7 +8087,7 @@ We will implement focused tactics to achieve our objectives. This includes hirin
user-005|episodic|On Tuesday, I had a call with FinTech Solutions regarding performance concerns. We resolved the problem within 7 hours and they agreed to expand to more users. [ID: 2427]|{"account_id": "ACC-011", "region": "East", "product_line": "Security"}
user-003|core|David Lee here - I'm the VP of Operations for DataVision Inc's marketing team. [ID: 2428]|{"account_id": "ACC-153", "region": "South", "product_line": "Security"}
user-001|episodic|Yesterday at 15:30 PM, I conducted a consultation for DataVision Inc. The feedback was very positive. [ID: 2429]|{"account_id": "ACC-188", "region": "Midwest", "product_line": "Integration"}
-user-004|knowledge_vault|Monitoring System Access: Server: staging-db-5.company.com, Port: 27017, Username: admin_2354, Password: $vjH6To#2Duel$6N, Additional: SSL: Required, Timeout: 48s [ID: 2430]|{"account_id": "ACC-050", "region": "West", "product_line": "Enterprise"}
+user-004|knowledge|Monitoring System Access: Server: staging-db-5.company.com, Port: 27017, Username: admin_2354, Password: $vjH6To#2Duel$6N, Additional: SSL: Required, Timeout: 48s [ID: 2430]|{"account_id": "ACC-050", "region": "West", "product_line": "Enterprise"}
user-001|core|Profile update: Bob Smith, Solutions Architect position at TechCorp, responsible for product development. [ID: 2431]|{"account_id": "ACC-153", "region": "East", "product_line": "Financial"}
user-004|episodic|On Friday, I had a call with DataVision Inc regarding billing discrepancy. We resolved the problem within 8 hours and they agreed to expand to more users. [ID: 2432]|{"account_id": "ACC-149", "region": "International", "product_line": "SMB"}
user-005|core|Profile update: Iris Martinez, Account Executive position at NextGen Tech, responsible for customer retention. [ID: 2433]|{"account_id": "ACC-014", "region": "Northwest", "product_line": "Security"}
@@ -8118,8 +8118,8 @@ user-005|procedural|Pipeline review workflow: Step 1 - Identify key stakeholders
user-002|core|Carol Davis here - I'm the Senior Sales Manager for Smart Solutions's engineering team. [ID: 2444]|{"account_id": "ACC-125", "region": "Southeast", "product_line": "Enterprise"}
user-004|episodic|On Tuesday at 9:30 AM, I had a discovery call with NextGen Tech. We discussed new feature requirements and they committed to a 40% increase. [ID: 2445]|{"account_id": "ACC-142", "region": "Southwest", "product_line": "SMB"}
user-002|core|I'm Henry Brown, Account Executive at Quantum Systems. My focus areas are digital transformation and cloud architecture. [ID: 2446]|{"account_id": "ACC-088", "region": "Northeast", "product_line": "Marketing"}
-user-004|knowledge_vault|Communication Service Credentials: API Key: sk_c5co01kvlms30g63nbvpgq63qk08nr3y, Secret: RKZPZEXEEYZKP8REMPA2VO7EC7DLTAR70NSYH4FD, Endpoint: https://api.service.com/v3, Region: us-west-2 [ID: 2447]|{"account_id": "ACC-067", "region": "Northwest", "product_line": "Platform"}
-user-004|knowledge_vault|Marketing Platform Credentials: API Key: sk_7clzk2i0xehnk8fva259afiswums2h8s, Secret: 610R28JHD7PMNWJULXZJVLRON0K8L4L6CTRBWP7Q, Endpoint: https://api.platform.com/v3, Region: ap-southeast-1 [ID: 2448]|{"account_id": "ACC-089", "region": "East", "product_line": "Marketing"}
+user-004|knowledge|Communication Service Credentials: API Key: sk_c5co01kvlms30g63nbvpgq63qk08nr3y, Secret: RKZPZEXEEYZKP8REMPA2VO7EC7DLTAR70NSYH4FD, Endpoint: https://api.service.com/v3, Region: us-west-2 [ID: 2447]|{"account_id": "ACC-067", "region": "Northwest", "product_line": "Platform"}
+user-004|knowledge|Marketing Platform Credentials: API Key: sk_7clzk2i0xehnk8fva259afiswums2h8s, Secret: 610R28JHD7PMNWJULXZJVLRON0K8L4L6CTRBWP7Q, Endpoint: https://api.platform.com/v3, Region: ap-southeast-1 [ID: 2448]|{"account_id": "ACC-089", "region": "East", "product_line": "Marketing"}
user-004|episodic|On Monday at 17:30 PM, I had a strategic planning session with Smart Solutions. We discussed security compliance and scheduled technical workshop. [ID: 2449]|{"account_id": "ACC-062", "region": "Midwest", "product_line": "Marketing"}
user-004|resource|# Product Pricing Guide
@@ -8137,7 +8137,7 @@ We will implement focused tactics to achieve our objectives. This includes hirin
## Action Items
1) Complete by mid-year 2) Review weekly progress 3) Adjust strategy as needed [ID: 2450]|{"account_id": "ACC-106", "region": "South", "product_line": "Operations"}
user-005|episodic|Last Wednesday, I attended Industry Summit at Austin. Met 29 potential leads and scheduled 5 follow-up meetings. [ID: 2451]|{"account_id": "ACC-112", "region": "South", "product_line": "Operations"}
-user-005|knowledge_vault|Production Database Access: Server: dev-db-9.company.com, Port: 8080, Username: admin_8921, Password: TLZT$%NOhes5oyLm, Additional: SSL: Required, Timeout: 20s [ID: 2452]|{"account_id": "ACC-024", "region": "International", "product_line": "Financial"}
+user-005|knowledge|Production Database Access: Server: dev-db-9.company.com, Port: 8080, Username: admin_8921, Password: TLZT$%NOhes5oyLm, Additional: SSL: Required, Timeout: 20s [ID: 2452]|{"account_id": "ACC-024", "region": "International", "product_line": "Financial"}
user-003|episodic|Last Monday, I attended Networking Event at Chicago. Met 37 potential leads and scheduled 5 follow-up meetings. [ID: 2453]|{"account_id": "ACC-001", "region": "Southwest", "product_line": "Financial"}
user-001|core|I'm Bob Smith, Business Development Manager at Digital Dynamics. My focus areas are enterprise sales and business intelligence. [ID: 2454]|{"account_id": "ACC-179", "region": "International", "product_line": "Financial"}
user-002|procedural|Onboarding checklist: 1) Address concerns and objections. 2) Collect feedback regularly. 3) Schedule implementation. 4) Document lessons learned. 5) Identify key stakeholders. [ID: 2455]|{"account_id": "ACC-200", "region": "Northeast", "product_line": "Integration"}
@@ -8161,8 +8161,8 @@ user-003|semantic|Pipeline Coverage is a key metric for business performance. It
user-002|core|I'm Alice Johnson, Marketing Director at Quantum Systems. My focus areas are cloud architecture and customer engagement. [ID: 2459]|{"account_id": "ACC-107", "region": "Southeast", "product_line": "Marketing"}
user-002|core|I'm Frank Chen, Customer Success Manager at Digital Dynamics. My focus areas are technical consulting and B2B marketing. [ID: 2460]|{"account_id": "ACC-174", "region": "West", "product_line": "Financial"}
user-005|episodic|Last Thursday, I attended Tech Conference at New York. Met 49 potential leads and scheduled 15 follow-up meetings. [ID: 2461]|{"account_id": "ACC-034", "region": "Southwest", "product_line": "Security"}
-user-003|knowledge_vault|Slack Configuration: URL: https://app.company.com, Access Token: nas34uo8d6wh03b7gp8an1l0rdmqdjgsdlivult9f2yn6gthmka9h0m6tpmcx5lu, Webhook: https://hooks.company.com/6xctg0jkchyodlmp8rnefty105rb7n2u, Settings: Retry: 8, Timeout: 58s [ID: 2462]|{"account_id": "ACC-192", "region": "East", "product_line": "Operations"}
-user-004|knowledge_vault|Backup Server Access: Server: dev-db-10.company.com, Port: 27017, Username: admin_3826, Password: %xDxUPhivETflwSS, Additional: SSL: Required, Timeout: 58s [ID: 2463]|{"account_id": "ACC-144", "region": "International", "product_line": "Platform"}
+user-003|knowledge|Slack Configuration: URL: https://app.company.com, Access Token: nas34uo8d6wh03b7gp8an1l0rdmqdjgsdlivult9f2yn6gthmka9h0m6tpmcx5lu, Webhook: https://hooks.company.com/6xctg0jkchyodlmp8rnefty105rb7n2u, Settings: Retry: 8, Timeout: 58s [ID: 2462]|{"account_id": "ACC-192", "region": "East", "product_line": "Operations"}
+user-004|knowledge|Backup Server Access: Server: dev-db-10.company.com, Port: 27017, Username: admin_3826, Password: %xDxUPhivETflwSS, Additional: SSL: Required, Timeout: 58s [ID: 2463]|{"account_id": "ACC-144", "region": "International", "product_line": "Platform"}
user-005|resource|# Essential Competitive Analysis
## Purpose
@@ -8205,15 +8205,15 @@ user-002|core|Profile update: Grace Taylor, Marketing Director position at Digit
user-003|semantic|Sales Velocity is a key metric for business performance. It helps organizations make data-driven decisions. Critical for strategic planning and optimization. [ID: 2475]|{"account_id": "ACC-151", "region": "Southeast", "product_line": "Marketing"}
user-001|procedural|Forecasting workflow: Step 1 - Conduct initial assessment. Step 2 - Negotiate terms and pricing. Step 3 - Address concerns and objections. Step 4 - Identify key stakeholders. Step 5 - Collect feedback regularly. [ID: 2476]|{"account_id": "ACC-177", "region": "West", "product_line": "SMB"}
user-004|episodic|This morning at 11:30 PM, I closed a deal with FinTech Solutions worth $152K annually. The contract was signed after 5 months of negotiations. [ID: 2477]|{"account_id": "ACC-084", "region": "Southeast", "product_line": "Cloud"}
-user-004|knowledge_vault|Zendesk Configuration: URL: https://portal.company.com, Access Token: csz2qbywpaoet0ezxwvq8nqcdw657xanr11jwij9gts5xi3flvik0jpv2d8acybi, Webhook: https://hooks.company.com/gu0cpiy4e7wgvxncvrxqwrlggizyweze, Settings: Retry: 8, Timeout: 101s [ID: 2478]|{"account_id": "ACC-183", "region": "Central", "product_line": "Security"}
+user-004|knowledge|Zendesk Configuration: URL: https://portal.company.com, Access Token: csz2qbywpaoet0ezxwvq8nqcdw657xanr11jwij9gts5xi3flvik0jpv2d8acybi, Webhook: https://hooks.company.com/gu0cpiy4e7wgvxncvrxqwrlggizyweze, Settings: Retry: 8, Timeout: 101s [ID: 2478]|{"account_id": "ACC-183", "region": "Central", "product_line": "Security"}
user-003|core|I'm Bob Smith, Solutions Architect at DataVision Inc. My focus areas are enterprise sales and data analytics. [ID: 2479]|{"account_id": "ACC-138", "region": "International", "product_line": "Operations"}
-user-003|knowledge_vault|Payment Gateway Credentials: API Key: sk_muhn07i4iz0kjigr4f1jkoham952kpwu, Secret: PBSIPI6NGGCH4M91YKY1K2BPX2P3X973LGL4Z86V, Endpoint: https://api.system.com/v1, Region: us-east-1 [ID: 2480]|{"account_id": "ACC-100", "region": "Southeast", "product_line": "SMB"}
+user-003|knowledge|Payment Gateway Credentials: API Key: sk_muhn07i4iz0kjigr4f1jkoham952kpwu, Secret: PBSIPI6NGGCH4M91YKY1K2BPX2P3X973LGL4Z86V, Endpoint: https://api.system.com/v1, Region: us-east-1 [ID: 2480]|{"account_id": "ACC-100", "region": "Southeast", "product_line": "SMB"}
user-005|procedural|Contract negotiation workflow: Step 1 - Address concerns and objections. Step 2 - Finalize documentation. Step 3 - Identify key stakeholders. Step 4 - Prepare detailed proposal. Step 5 - Negotiate terms and pricing. [ID: 2481]|{"account_id": "ACC-092", "region": "International", "product_line": "Marketing"}
user-002|core|Profile update: Bob Smith, CTO position at Global Enterprises, responsible for customer retention. [ID: 2482]|{"account_id": "ACC-041", "region": "Northwest", "product_line": "Cloud"}
user-001|core|Grace Taylor here - I'm the CTO for Digital Dynamics's operations team. [ID: 2483]|{"account_id": "ACC-062", "region": "West", "product_line": "Cloud"}
user-005|semantic|Customer Churn is an essential tool for modern business. It provides benefits such as increased efficiency, better decision making, and improved ROI. [ID: 2484]|{"account_id": "ACC-012", "region": "International", "product_line": "Integration"}
user-003|semantic|Digital Sales Room is a key metric for business performance. It helps organizations make data-driven decisions. Critical for strategic planning and optimization. [ID: 2485]|{"account_id": "ACC-104", "region": "International", "product_line": "Enterprise"}
-user-004|knowledge_vault|Payment Gateway Credentials: API Key: sk_o6hh0c5rzmkw5tjtznm6jvyiu43jte4k, Secret: HASHA3MUQH679CWGU5OJMFHPCU1U9E3KWJPNESJH, Endpoint: https://api.platform.com/v1, Region: us-west-2 [ID: 2486]|{"account_id": "ACC-123", "region": "Central", "product_line": "Integration"}
+user-004|knowledge|Payment Gateway Credentials: API Key: sk_o6hh0c5rzmkw5tjtznm6jvyiu43jte4k, Secret: HASHA3MUQH679CWGU5OJMFHPCU1U9E3KWJPNESJH, Endpoint: https://api.platform.com/v1, Region: us-west-2 [ID: 2486]|{"account_id": "ACC-123", "region": "Central", "product_line": "Integration"}
user-004|semantic|Net Promoter Score is an essential tool for modern business. It provides benefits such as increased efficiency, better decision making, and improved ROI. [ID: 2487]|{"account_id": "ACC-002", "region": "International", "product_line": "Marketing"}
user-003|episodic|On Thursday, I had a call with CloudSystems regarding feature request. We resolved the problem within 7 hours and they agreed to extend the trial. [ID: 2488]|{"account_id": "ACC-127", "region": "International", "product_line": "Operations"}
user-002|semantic|Predictive Analytics is an essential tool for modern business. It provides benefits such as increased efficiency, better decision making, and improved ROI. [ID: 2489]|{"account_id": "ACC-127", "region": "Southwest", "product_line": "Operations"}
@@ -8221,7 +8221,7 @@ user-001|semantic|Digital Sales Room refers to the measurement of business outco
user-002|episodic|On Monday, I had a call with Global Enterprises regarding service outage. We resolved the problem within 4 hours and they agreed to extend the trial. [ID: 2491]|{"account_id": "ACC-102", "region": "South", "product_line": "SMB"}
user-001|core|I'm Grace Taylor, Sales Engineer at Quantum Systems. My focus areas are technical consulting and technical consulting. [ID: 2492]|{"account_id": "ACC-033", "region": "Central", "product_line": "Security"}
user-003|procedural|Forecasting workflow: Step 1 - Present to decision makers. Step 2 - Schedule implementation. Step 3 - Review requirements thoroughly. Step 4 - Collect feedback regularly. Step 5 - Finalize documentation. [ID: 2493]|{"account_id": "ACC-112", "region": "Central", "product_line": "Marketing"}
-user-004|knowledge_vault|AWS Credentials: API Key: sk_r9kgs1rdfvnpdaqvq3iiq3b3rzst79ih, Secret: XG7CQNABZKTAOKF5OIFIJS1DL4N94V6Y4694TB99, Endpoint: https://api.service.com/v1, Region: eu-west-1 [ID: 2494]|{"account_id": "ACC-056", "region": "Midwest", "product_line": "SMB"}
+user-004|knowledge|AWS Credentials: API Key: sk_r9kgs1rdfvnpdaqvq3iiq3b3rzst79ih, Secret: XG7CQNABZKTAOKF5OIFIJS1DL4N94V6Y4694TB99, Endpoint: https://api.service.com/v1, Region: eu-west-1 [ID: 2494]|{"account_id": "ACC-056", "region": "Midwest", "product_line": "SMB"}
user-001|episodic|Last Monday, I attended Tech Conference at San Francisco. Met 19 potential leads and scheduled 11 follow-up meetings. [ID: 2495]|{"account_id": "ACC-180", "region": "Central", "product_line": "Marketing"}
user-001|core|My name is David Lee and I work as a Account Executive at TechCorp. I specialize in enterprise sales. [ID: 2496]|{"account_id": "ACC-098", "region": "International", "product_line": "Marketing"}
user-002|resource|# Compensation Plan
@@ -8276,7 +8276,7 @@ user-002|core|Profile update: Grace Taylor, Marketing Director position at DataV
user-003|procedural|My account planning process: First, Document lessons learned. Second, Identify key stakeholders. Third, Collect feedback regularly. Fourth, Present to decision makers. Finally, Conduct initial assessment. [ID: 2504]|{"account_id": "ACC-160", "region": "Northwest", "product_line": "Enterprise"}
user-004|procedural|Audit checklist: 1) Present to decision makers. 2) Conduct initial assessment. 3) Negotiate terms and pricing. 4) Collect feedback regularly. 5) Finalize documentation. [ID: 2505]|{"account_id": "ACC-116", "region": "Northwest", "product_line": "Cloud"}
user-005|semantic|Sales Intelligence refers to the measurement of business outcomes. Key characteristics include measurable outcomes, actionable insights, and continuous improvement. [ID: 2506]|{"account_id": "ACC-140", "region": "Southeast", "product_line": "Cloud"}
-user-001|knowledge_vault|Analytics Platform Access: Server: dev-db-5.company.com, Port: 27017, Username: admin_2606, Password: V4uGbuSH4YI23hOZ, Additional: SSL: Required, Timeout: 59s [ID: 2507]|{"account_id": "ACC-184", "region": "Northeast", "product_line": "Analytics"}
+user-001|knowledge|Analytics Platform Access: Server: dev-db-5.company.com, Port: 27017, Username: admin_2606, Password: V4uGbuSH4YI23hOZ, Additional: SSL: Required, Timeout: 59s [ID: 2507]|{"account_id": "ACC-184", "region": "Northeast", "product_line": "Analytics"}
user-005|episodic|This morning at 15:30 AM, I closed a deal with Digital Dynamics worth $233K annually. The contract was signed after 4 months of negotiations. [ID: 2508]|{"account_id": "ACC-022", "region": "International", "product_line": "Enterprise"}
user-001|resource|# Sales Enablement Plan
@@ -8325,13 +8325,13 @@ Always monitor throughout the process
## Resources
Training materials available on internal portal [ID: 2512]|{"account_id": "ACC-094", "region": "Northwest", "product_line": "SMB"}
user-002|semantic|Sales Intelligence refers to the measurement of business outcomes. Key characteristics include measurable outcomes, actionable insights, and continuous improvement. [ID: 2513]|{"account_id": "ACC-145", "region": "Midwest", "product_line": "Operations"}
-user-003|knowledge_vault|Integration Hub Credentials: API Key: sk_1qou7w2t8uwv545et1qq4cm4dwfgrp6o, Secret: GODRWHAHP6L386IK5DBBKLJA41CA4IMINN2C7AQ4, Endpoint: https://api.system.com/v3, Region: ap-southeast-1 [ID: 2514]|{"account_id": "ACC-157", "region": "International", "product_line": "Integration"}
+user-003|knowledge|Integration Hub Credentials: API Key: sk_1qou7w2t8uwv545et1qq4cm4dwfgrp6o, Secret: GODRWHAHP6L386IK5DBBKLJA41CA4IMINN2C7AQ4, Endpoint: https://api.system.com/v3, Region: ap-southeast-1 [ID: 2514]|{"account_id": "ACC-157", "region": "International", "product_line": "Integration"}
user-004|core|David Lee here - I'm the Account Executive for DataVision Inc's engineering team. [ID: 2515]|{"account_id": "ACC-044", "region": "West", "product_line": "Cloud"}
user-005|semantic|Sales Velocity refers to the measurement of business outcomes. Key characteristics include measurable outcomes, actionable insights, and continuous improvement. [ID: 2516]|{"account_id": "ACC-161", "region": "East", "product_line": "Cloud"}
user-004|semantic|Account-Based Marketing is an essential tool for modern business. It provides benefits such as increased efficiency, better decision making, and improved ROI. [ID: 2517]|{"account_id": "ACC-185", "region": "South", "product_line": "Analytics"}
user-001|core|I'm David Lee, Solutions Architect at FinTech Solutions. My focus areas are product strategy and B2B marketing. [ID: 2518]|{"account_id": "ACC-124", "region": "Southwest", "product_line": "Platform"}
user-001|episodic|On Friday at 14:30 PM, I had a technical consultation with DataVision Inc. We discussed pricing structure and identified key pain points. [ID: 2519]|{"account_id": "ACC-116", "region": "South", "product_line": "Financial"}
-user-003|knowledge_vault|Integration Hub Credentials: API Key: sk_79886ynwe6xxkkw3d58y700irn3mkdc3, Secret: T0GHVMTL1WBCJH5JJVW5SEVGI405SMR67G0YQVJ4, Endpoint: https://api.platform.com/v2, Region: ap-southeast-1 [ID: 2520]|{"account_id": "ACC-097", "region": "Southeast", "product_line": "Integration"}
+user-003|knowledge|Integration Hub Credentials: API Key: sk_79886ynwe6xxkkw3d58y700irn3mkdc3, Secret: T0GHVMTL1WBCJH5JJVW5SEVGI405SMR67G0YQVJ4, Endpoint: https://api.platform.com/v2, Region: ap-southeast-1 [ID: 2520]|{"account_id": "ACC-097", "region": "Southeast", "product_line": "Integration"}
user-004|episodic|On Friday, I had a call with DataVision Inc regarding feature request. We resolved the problem within 3 hours and they agreed to upgrade their plan. [ID: 2521]|{"account_id": "ACC-103", "region": "Midwest", "product_line": "Security"}
user-003|semantic|Lead Qualification Framework is a key metric for business performance. It helps organizations make data-driven decisions. Critical for strategic planning and optimization. [ID: 2522]|{"account_id": "ACC-123", "region": "Northwest", "product_line": "Analytics"}
user-003|core|Profile update: Henry Brown, Product Manager position at NextGen Tech, responsible for team leadership. [ID: 2523]|{"account_id": "ACC-155", "region": "Northeast", "product_line": "Financial"}
@@ -8344,24 +8344,24 @@ user-001|procedural|Implementation checklist: 1) Collect feedback regularly. 2)
user-003|episodic|On Monday at 14:00 PM, I had a product demo with CloudSystems. We discussed new feature requirements and requested proposal revision. [ID: 2530]|{"account_id": "ACC-026", "region": "Southeast", "product_line": "Operations"}
user-003|core|I'm Bob Smith, Customer Success Manager at Digital Dynamics. My focus areas are cloud architecture and enterprise sales. [ID: 2531]|{"account_id": "ACC-033", "region": "Northeast", "product_line": "SMB"}
user-003|semantic|Sales Velocity is an essential tool for modern business. It provides benefits such as increased efficiency, better decision making, and improved ROI. [ID: 2532]|{"account_id": "ACC-014", "region": "International", "product_line": "Analytics"}
-user-001|knowledge_vault|Salesforce Configuration: URL: https://portal.company.com, Access Token: ck9zjyq5qlhkr8essyhlcxtbr2v6a9km5vdnuebg1vddxgaa3aymp61bbdkhpujg, Webhook: https://hooks.company.com/jiu97cvflvlr9s917vxfamnaxhf173c6, Settings: Retry: 4, Timeout: 96s [ID: 2533]|{"account_id": "ACC-160", "region": "International", "product_line": "Enterprise"}
+user-001|knowledge|Salesforce Configuration: URL: https://portal.company.com, Access Token: ck9zjyq5qlhkr8essyhlcxtbr2v6a9km5vdnuebg1vddxgaa3aymp61bbdkhpujg, Webhook: https://hooks.company.com/jiu97cvflvlr9s917vxfamnaxhf173c6, Settings: Retry: 4, Timeout: 96s [ID: 2533]|{"account_id": "ACC-160", "region": "International", "product_line": "Enterprise"}
user-004|core|Profile update: Alice Johnson, Senior Sales Manager position at FinTech Solutions, responsible for revenue growth. [ID: 2534]|{"account_id": "ACC-195", "region": "Southwest", "product_line": "Security"}
user-001|episodic|This morning at 11:30 PM, I closed a deal with FinTech Solutions worth $134K annually. The contract was signed after 5 months of negotiations. [ID: 2535]|{"account_id": "ACC-072", "region": "Northwest", "product_line": "Platform"}
user-005|semantic|Account-Based Marketing refers to the measurement of business outcomes. Key characteristics include measurable outcomes, actionable insights, and continuous improvement. [ID: 2536]|{"account_id": "ACC-090", "region": "Midwest", "product_line": "Security"}
-user-002|knowledge_vault|Marketing Platform Credentials: API Key: sk_7ezawlaoz7kq597dchvbg6bcjgxymow3, Secret: B5CJUYUF7CQA1J6D2IDF46FS1ZNRPVCWROZ0LSRY, Endpoint: https://api.platform.com/v1, Region: eu-west-1 [ID: 2537]|{"account_id": "ACC-051", "region": "South", "product_line": "Integration"}
+user-002|knowledge|Marketing Platform Credentials: API Key: sk_7ezawlaoz7kq597dchvbg6bcjgxymow3, Secret: B5CJUYUF7CQA1J6D2IDF46FS1ZNRPVCWROZ0LSRY, Endpoint: https://api.platform.com/v1, Region: eu-west-1 [ID: 2537]|{"account_id": "ACC-051", "region": "South", "product_line": "Integration"}
user-001|procedural|Implementation checklist: 1) Conduct initial assessment. 2) Present to decision makers. 3) Address concerns and objections. 4) Monitor progress closely. 5) Identify key stakeholders. [ID: 2538]|{"account_id": "ACC-185", "region": "East", "product_line": "Financial"}
user-002|semantic|Win Rate is a key metric for business performance. It helps organizations make data-driven decisions. Critical for strategic planning and optimization. [ID: 2539]|{"account_id": "ACC-175", "region": "International", "product_line": "SMB"}
user-003|semantic|Lead Qualification Framework is a key metric for business performance. It helps organizations make data-driven decisions. Critical for strategic planning and optimization. [ID: 2540]|{"account_id": "ACC-125", "region": "Northwest", "product_line": "Platform"}
user-003|episodic|On Thursday at 13:00 PM, I had a quarterly business review with Innovation Labs. We discussed expansion plans for Q4 and scheduled technical workshop. [ID: 2541]|{"account_id": "ACC-169", "region": "International", "product_line": "Marketing"}
-user-004|knowledge_vault|Slack Configuration: URL: https://app.company.com, Access Token: kte6oczwkgewpmbv6fdambc8wkhg2bk6n14wy0zt6suwz14ree97u1hc18kjkf21, Webhook: https://hooks.company.com/mb94x1047cjc9ntdt12y3x16aek8form, Settings: Retry: 6, Timeout: 104s [ID: 2542]|{"account_id": "ACC-181", "region": "International", "product_line": "Enterprise"}
-user-002|knowledge_vault|HubSpot Configuration: URL: https://dashboard.company.com, Access Token: vvqp40nlvkzzv1dqqf4zufd3p34p962l02wksjio3efqxkg4ih1np086l5s5vzqo, Webhook: https://hooks.company.com/u5xdb5hhyi59yorzoxo22oxh2anzmhcc, Settings: Retry: 7, Timeout: 93s [ID: 2543]|{"account_id": "ACC-180", "region": "West", "product_line": "Analytics"}
+user-004|knowledge|Slack Configuration: URL: https://app.company.com, Access Token: kte6oczwkgewpmbv6fdambc8wkhg2bk6n14wy0zt6suwz14ree97u1hc18kjkf21, Webhook: https://hooks.company.com/mb94x1047cjc9ntdt12y3x16aek8form, Settings: Retry: 6, Timeout: 104s [ID: 2542]|{"account_id": "ACC-181", "region": "International", "product_line": "Enterprise"}
+user-002|knowledge|HubSpot Configuration: URL: https://dashboard.company.com, Access Token: vvqp40nlvkzzv1dqqf4zufd3p34p962l02wksjio3efqxkg4ih1np086l5s5vzqo, Webhook: https://hooks.company.com/u5xdb5hhyi59yorzoxo22oxh2anzmhcc, Settings: Retry: 7, Timeout: 93s [ID: 2543]|{"account_id": "ACC-180", "region": "West", "product_line": "Analytics"}
user-001|semantic|Customer Data Platform is a key metric for business performance. It helps organizations make data-driven decisions. Critical for strategic planning and optimization. [ID: 2544]|{"account_id": "ACC-137", "region": "Central", "product_line": "Operations"}
-user-005|knowledge_vault|VPN Gateway Access: Server: staging-db-1.company.com, Port: 6379, Username: admin_2056, Password: %JPLpZabhTFt#SZv, Additional: SSL: Required, Timeout: 33s [ID: 2545]|{"account_id": "ACC-108", "region": "Midwest", "product_line": "Security"}
+user-005|knowledge|VPN Gateway Access: Server: staging-db-1.company.com, Port: 6379, Username: admin_2056, Password: %JPLpZabhTFt#SZv, Additional: SSL: Required, Timeout: 33s [ID: 2545]|{"account_id": "ACC-108", "region": "Midwest", "product_line": "Security"}
user-003|procedural|My proposal development process: First, Finalize documentation. Second, Conduct initial assessment. Third, Document lessons learned. Fourth, Collect feedback regularly. Finally, Monitor progress closely. [ID: 2546]|{"account_id": "ACC-199", "region": "Southwest", "product_line": "Marketing"}
user-005|episodic|Last Tuesday, I attended Trade Show at Chicago. Met 17 potential leads and scheduled 6 follow-up meetings. [ID: 2547]|{"account_id": "ACC-189", "region": "International", "product_line": "Operations"}
-user-001|knowledge_vault|Payment Gateway Credentials: API Key: sk_wq7rkth16oc1jmh2ugfqaxc49of6ac44, Secret: 2NK0GBI7BMTNGQPUMREE7QO4EW4P6VWZJVDABATQ, Endpoint: https://api.platform.com/v3, Region: us-east-1 [ID: 2548]|{"account_id": "ACC-062", "region": "Southwest", "product_line": "Enterprise"}
+user-001|knowledge|Payment Gateway Credentials: API Key: sk_wq7rkth16oc1jmh2ugfqaxc49of6ac44, Secret: 2NK0GBI7BMTNGQPUMREE7QO4EW4P6VWZJVDABATQ, Endpoint: https://api.platform.com/v3, Region: us-east-1 [ID: 2548]|{"account_id": "ACC-062", "region": "Southwest", "product_line": "Enterprise"}
user-002|core|I'm David Lee, working as VP of Operations in Global Enterprises. My key expertise is in cloud architecture. [ID: 2549]|{"account_id": "ACC-178", "region": "Central", "product_line": "Financial"}
-user-004|knowledge_vault|Backup Server Access: Server: staging-db-10.company.com, Port: 8080, Username: admin_8791, Password: 1Nx5CVs0iGS0pYMa, Additional: SSL: Required, Timeout: 28s [ID: 2550]|{"account_id": "ACC-084", "region": "Midwest", "product_line": "Platform"}
+user-004|knowledge|Backup Server Access: Server: staging-db-10.company.com, Port: 8080, Username: admin_8791, Password: 1Nx5CVs0iGS0pYMa, Additional: SSL: Required, Timeout: 28s [ID: 2550]|{"account_id": "ACC-084", "region": "Midwest", "product_line": "Platform"}
user-004|resource|# Comprehensive Product Pricing Guide
## Purpose
@@ -8424,15 +8424,15 @@ Always communicate throughout the process
## Resources
Training materials available on internal portal [ID: 2555]|{"account_id": "ACC-076", "region": "East", "product_line": "Marketing"}
user-002|episodic|Last Tuesday, I attended Trade Show at New York. Met 42 potential leads and scheduled 13 follow-up meetings. [ID: 2556]|{"account_id": "ACC-176", "region": "Central", "product_line": "Cloud"}
-user-002|knowledge_vault|Integration Hub Credentials: API Key: sk_us0ip6r6s2fupvrsp6mz46nkzw3a8p96, Secret: N1NS9HM6OXPNLD2O78C991UVROP37JYQOIAZM7BK, Endpoint: https://api.system.com/v2, Region: eu-west-1 [ID: 2557]|{"account_id": "ACC-159", "region": "Northeast", "product_line": "Cloud"}
+user-002|knowledge|Integration Hub Credentials: API Key: sk_us0ip6r6s2fupvrsp6mz46nkzw3a8p96, Secret: N1NS9HM6OXPNLD2O78C991UVROP37JYQOIAZM7BK, Endpoint: https://api.system.com/v2, Region: eu-west-1 [ID: 2557]|{"account_id": "ACC-159", "region": "Northeast", "product_line": "Cloud"}
user-004|procedural|Pipeline review workflow: Step 1 - Prepare detailed proposal. Step 2 - Conduct initial assessment. Step 3 - Schedule implementation. Step 4 - Monitor progress closely. Step 5 - Collect feedback regularly. [ID: 2558]|{"account_id": "ACC-119", "region": "Northeast", "product_line": "SMB"}
user-001|semantic|Sales Velocity is an essential tool for modern business. It provides benefits such as increased efficiency, better decision making, and improved ROI. [ID: 2559]|{"account_id": "ACC-156", "region": "Southwest", "product_line": "Operations"}
user-005|core|I'm Carol Davis, Solutions Architect at TechCorp. My focus areas are AI solutions and cloud architecture. [ID: 2560]|{"account_id": "ACC-076", "region": "Midwest", "product_line": "Platform"}
user-002|core|Profile update: Emma Wilson, Marketing Director position at Quantum Systems, responsible for customer retention. [ID: 2561]|{"account_id": "ACC-188", "region": "Midwest", "product_line": "SMB"}
-user-001|knowledge_vault|HubSpot Configuration: URL: https://dashboard.company.com, Access Token: y9y9seys6b1xg0vz07hbt1taofbq52nxy0d0e2vuvclhkr311bpz0ehz0n7xxrdy, Webhook: https://hooks.company.com/nghje1t48v5w8j5vlak1y9irdq58688o, Settings: Retry: 5, Timeout: 103s [ID: 2562]|{"account_id": "ACC-180", "region": "Midwest", "product_line": "Financial"}
-user-003|knowledge_vault|Monitoring System Access: Server: dev-db-10.company.com, Port: 3306, Username: admin_1569, Password: 2E3si#tnMqFWTGyL, Additional: SSL: Required, Timeout: 32s [ID: 2563]|{"account_id": "ACC-023", "region": "East", "product_line": "Financial"}
+user-001|knowledge|HubSpot Configuration: URL: https://dashboard.company.com, Access Token: y9y9seys6b1xg0vz07hbt1taofbq52nxy0d0e2vuvclhkr311bpz0ehz0n7xxrdy, Webhook: https://hooks.company.com/nghje1t48v5w8j5vlak1y9irdq58688o, Settings: Retry: 5, Timeout: 103s [ID: 2562]|{"account_id": "ACC-180", "region": "Midwest", "product_line": "Financial"}
+user-003|knowledge|Monitoring System Access: Server: dev-db-10.company.com, Port: 3306, Username: admin_1569, Password: 2E3si#tnMqFWTGyL, Additional: SSL: Required, Timeout: 32s [ID: 2563]|{"account_id": "ACC-023", "region": "East", "product_line": "Financial"}
user-001|procedural|My account planning process: First, Document lessons learned. Second, Prepare detailed proposal. Third, Monitor progress closely. Fourth, Present to decision makers. Finally, Collect feedback regularly. [ID: 2564]|{"account_id": "ACC-017", "region": "East", "product_line": "Marketing"}
-user-001|knowledge_vault|Zendesk Configuration: URL: https://dashboard.company.com, Access Token: rw5aeqvxrm9zvygf0eyzk6ww070lnan74uvzav06f4ghxiludv2catl5t45b0iqi, Webhook: https://hooks.company.com/nax9m2efen7yw65y1m1k2kayntg81dhl, Settings: Retry: 8, Timeout: 80s [ID: 2565]|{"account_id": "ACC-180", "region": "Northwest", "product_line": "Operations"}
+user-001|knowledge|Zendesk Configuration: URL: https://dashboard.company.com, Access Token: rw5aeqvxrm9zvygf0eyzk6ww070lnan74uvzav06f4ghxiludv2catl5t45b0iqi, Webhook: https://hooks.company.com/nax9m2efen7yw65y1m1k2kayntg81dhl, Settings: Retry: 8, Timeout: 80s [ID: 2565]|{"account_id": "ACC-180", "region": "Northwest", "product_line": "Operations"}
user-004|core|David Lee here - I'm the Senior Sales Manager for Quantum Systems's engineering team. [ID: 2566]|{"account_id": "ACC-063", "region": "Northeast", "product_line": "Enterprise"}
user-002|procedural|Escalation handling workflow: Step 1 - Negotiate terms and pricing. Step 2 - Finalize documentation. Step 3 - Review requirements thoroughly. Step 4 - Conduct initial assessment. Step 5 - Document lessons learned. [ID: 2567]|{"account_id": "ACC-060", "region": "East", "product_line": "Enterprise"}
user-003|procedural|My contract renewal process: First, Finalize documentation. Second, Identify key stakeholders. Third, Conduct initial assessment. Fourth, Present to decision makers. Finally, Collect feedback regularly. [ID: 2568]|{"account_id": "ACC-100", "region": "Southeast", "product_line": "Operations"}
@@ -8454,7 +8454,7 @@ Always monitor throughout the process
Training materials available on internal portal [ID: 2570]|{"account_id": "ACC-058", "region": "Northwest", "product_line": "Operations"}
user-002|episodic|This morning at 10:30 PM, I closed a deal with TechCorp worth $150K annually. The contract was signed after 5 months of negotiations. [ID: 2571]|{"account_id": "ACC-192", "region": "Northeast", "product_line": "Analytics"}
user-005|procedural|Review checklist: 1) Document lessons learned. 2) Monitor progress closely. 3) Prepare detailed proposal. 4) Schedule implementation. 5) Identify key stakeholders. [ID: 2572]|{"account_id": "ACC-189", "region": "South", "product_line": "Enterprise"}
-user-001|knowledge_vault|Monitoring System Access: Server: staging-db-9.company.com, Port: 27017, Username: admin_1538, Password: Rb0ijBdbl!hH2%1y, Additional: SSL: Required, Timeout: 18s [ID: 2573]|{"account_id": "ACC-009", "region": "Southwest", "product_line": "Analytics"}
+user-001|knowledge|Monitoring System Access: Server: staging-db-9.company.com, Port: 27017, Username: admin_1538, Password: Rb0ijBdbl!hH2%1y, Additional: SSL: Required, Timeout: 18s [ID: 2573]|{"account_id": "ACC-009", "region": "Southwest", "product_line": "Analytics"}
user-005|core|My name is Grace Taylor and I work as a CTO at NextGen Tech. I specialize in enterprise sales. [ID: 2574]|{"account_id": "ACC-154", "region": "East", "product_line": "Cloud"}
user-002|semantic|CRM Platform is an essential tool for modern business. It provides benefits such as increased efficiency, better decision making, and improved ROI. [ID: 2575]|{"account_id": "ACC-087", "region": "Central", "product_line": "Platform"}
user-001|resource|# Territory Assignment
@@ -8479,12 +8479,12 @@ user-001|semantic|Account-Based Marketing is an essential tool for modern busine
user-004|episodic|Yesterday at 14:30 PM, I conducted a training session for FinTech Solutions. Deal moved to final stage. [ID: 2581]|{"account_id": "ACC-116", "region": "Northeast", "product_line": "Analytics"}
user-005|semantic|Conversation Intelligence is an essential tool for modern business. It provides benefits such as increased efficiency, better decision making, and improved ROI. [ID: 2582]|{"account_id": "ACC-056", "region": "International", "product_line": "Operations"}
user-005|core|I'm Jack Anderson, working as Senior Sales Manager in CloudSystems. My key expertise is in data analytics. [ID: 2583]|{"account_id": "ACC-013", "region": "Southeast", "product_line": "Enterprise"}
-user-002|knowledge_vault|HubSpot Configuration: URL: https://portal.company.com, Access Token: p3oee9fj3wko8r6klqr6viqhfwodi88gdtujnqjtahdagwl8u8eflstoik0patr7, Webhook: https://hooks.company.com/6a3ep6ihqav47fgjknjbkjs37m5jm9rp, Settings: Retry: 3, Timeout: 79s [ID: 2584]|{"account_id": "ACC-196", "region": "Southeast", "product_line": "Integration"}
+user-002|knowledge|HubSpot Configuration: URL: https://portal.company.com, Access Token: p3oee9fj3wko8r6klqr6viqhfwodi88gdtujnqjtahdagwl8u8eflstoik0patr7, Webhook: https://hooks.company.com/6a3ep6ihqav47fgjknjbkjs37m5jm9rp, Settings: Retry: 3, Timeout: 79s [ID: 2584]|{"account_id": "ACC-196", "region": "Southeast", "product_line": "Integration"}
user-004|episodic|Last Wednesday, I attended Trade Show at Chicago. Met 30 potential leads and scheduled 8 follow-up meetings. [ID: 2585]|{"account_id": "ACC-111", "region": "Southeast", "product_line": "SMB"}
user-003|semantic|CRM Platform refers to the measurement of business outcomes. Key characteristics include measurable outcomes, actionable insights, and continuous improvement. [ID: 2586]|{"account_id": "ACC-086", "region": "West", "product_line": "Enterprise"}
-user-003|knowledge_vault|Salesforce API Credentials: API Key: sk_jrygk8403u8a7hb3l49zvq7ozjpc58bm, Secret: SKVN431GZOVA5ZP6JNEKC9KVPLFWBYBIGRUBC4AE, Endpoint: https://api.service.com/v1, Region: us-east-1 [ID: 2587]|{"account_id": "ACC-132", "region": "Northeast", "product_line": "Marketing"}
+user-003|knowledge|Salesforce API Credentials: API Key: sk_jrygk8403u8a7hb3l49zvq7ozjpc58bm, Secret: SKVN431GZOVA5ZP6JNEKC9KVPLFWBYBIGRUBC4AE, Endpoint: https://api.service.com/v1, Region: us-east-1 [ID: 2587]|{"account_id": "ACC-132", "region": "Northeast", "product_line": "Marketing"}
user-001|semantic|Marketing Automation is an essential tool for modern business. It provides benefits such as increased efficiency, better decision making, and improved ROI. [ID: 2588]|{"account_id": "ACC-165", "region": "Northeast", "product_line": "Platform"}
-user-004|knowledge_vault|HubSpot Configuration: URL: https://portal.company.com, Access Token: wcyefpygbs67dakg16wjf1x1v6p6uveu4it86n0kfo1iuiqokuxl1calw6iej50m, Webhook: https://hooks.company.com/ogv774t1dgjb7ypu6muhowhxtsofgclr, Settings: Retry: 3, Timeout: 108s [ID: 2589]|{"account_id": "ACC-156", "region": "South", "product_line": "Financial"}
+user-004|knowledge|HubSpot Configuration: URL: https://portal.company.com, Access Token: wcyefpygbs67dakg16wjf1x1v6p6uveu4it86n0kfo1iuiqokuxl1calw6iej50m, Webhook: https://hooks.company.com/ogv774t1dgjb7ypu6muhowhxtsofgclr, Settings: Retry: 3, Timeout: 108s [ID: 2589]|{"account_id": "ACC-156", "region": "South", "product_line": "Financial"}
user-004|episodic|Last Thursday, I attended Industry Summit at Chicago. Met 30 potential leads and scheduled 11 follow-up meetings. [ID: 2590]|{"account_id": "ACC-146", "region": "Northeast", "product_line": "Cloud"}
user-002|core|My name is Emma Wilson and I work as a CTO at DataVision Inc. I specialize in digital transformation. [ID: 2591]|{"account_id": "ACC-145", "region": "Northwest", "product_line": "Enterprise"}
user-004|resource|# Customer Success Playbook
@@ -8518,7 +8518,7 @@ We will implement aggressive tactics to achieve our objectives. This includes hi
## Action Items
1) Complete by end of quarter 2) Review weekly progress 3) Adjust strategy as needed [ID: 2594]|{"account_id": "ACC-042", "region": "Northwest", "product_line": "SMB"}
-user-003|knowledge_vault|Analytics Platform Access: Server: staging-db-8.company.com, Port: 27017, Username: admin_8067, Password: 4GerzLiAk@IYCg!7, Additional: SSL: Required, Timeout: 21s [ID: 2595]|{"account_id": "ACC-032", "region": "West", "product_line": "Cloud"}
+user-003|knowledge|Analytics Platform Access: Server: staging-db-8.company.com, Port: 27017, Username: admin_8067, Password: 4GerzLiAk@IYCg!7, Additional: SSL: Required, Timeout: 21s [ID: 2595]|{"account_id": "ACC-032", "region": "West", "product_line": "Cloud"}
user-001|resource|# Product Pricing Guide
## Overview
@@ -8534,7 +8534,7 @@ We will implement strategic tactics to achieve our objectives. This includes hir
## Action Items
1) Complete by mid-year 2) Review weekly progress 3) Adjust strategy as needed [ID: 2596]|{"account_id": "ACC-072", "region": "International", "product_line": "Integration"}
-user-005|knowledge_vault|Zendesk Configuration: URL: https://app.company.com, Access Token: h54okgmgyim57igqz7qb18pde3aju8b86of2gb8o6ep2sri44vgglzxihkp8dov4, Webhook: https://hooks.company.com/wrlabk3sqhhbeula96kpo0ykmvet5s8q, Settings: Retry: 4, Timeout: 78s [ID: 2597]|{"account_id": "ACC-085", "region": "Midwest", "product_line": "Analytics"}
+user-005|knowledge|Zendesk Configuration: URL: https://app.company.com, Access Token: h54okgmgyim57igqz7qb18pde3aju8b86of2gb8o6ep2sri44vgglzxihkp8dov4, Webhook: https://hooks.company.com/wrlabk3sqhhbeula96kpo0ykmvet5s8q, Settings: Retry: 4, Timeout: 78s [ID: 2597]|{"account_id": "ACC-085", "region": "Midwest", "product_line": "Analytics"}
user-005|episodic|On Friday, I had a call with Quantum Systems regarding feature request. We resolved the problem within 6 hours and they agreed to extend the trial. [ID: 2598]|{"account_id": "ACC-020", "region": "Southeast", "product_line": "Operations"}
user-002|resource|# Comprehensive Q4 Sales Strategy
@@ -8566,7 +8566,7 @@ user-001|episodic|Yesterday at 8:30 PM, I conducted a presentation for Smart Sol
user-002|episodic|On Tuesday at 10:30 AM, I had a discovery call with Smart Solutions. We discussed pricing structure and requested proposal revision. [ID: 2612]|{"account_id": "ACC-082", "region": "Central", "product_line": "Cloud"}
user-001|core|My name is Emma Wilson and I work as a Product Manager at FinTech Solutions. I specialize in B2B marketing. [ID: 2613]|{"account_id": "ACC-038", "region": "Central", "product_line": "Integration"}
user-004|procedural|My lead scoring process: First, Finalize documentation. Second, Prepare detailed proposal. Third, Present to decision makers. Fourth, Identify key stakeholders. Finally, Collect feedback regularly. [ID: 2614]|{"account_id": "ACC-079", "region": "West", "product_line": "Marketing"}
-user-005|knowledge_vault|HubSpot Configuration: URL: https://dashboard.company.com, Access Token: jf4i7hndivz163quwienl30vu4zz76g3jnv6wu7ugaojvwo7x6kln0zmv6pbmi16, Webhook: https://hooks.company.com/1fyy3e5yp8lu6ax6xesgcsghd9t4h1iv, Settings: Retry: 3, Timeout: 80s [ID: 2615]|{"account_id": "ACC-016", "region": "Southeast", "product_line": "Platform"}
+user-005|knowledge|HubSpot Configuration: URL: https://dashboard.company.com, Access Token: jf4i7hndivz163quwienl30vu4zz76g3jnv6wu7ugaojvwo7x6kln0zmv6pbmi16, Webhook: https://hooks.company.com/1fyy3e5yp8lu6ax6xesgcsghd9t4h1iv, Settings: Retry: 3, Timeout: 80s [ID: 2615]|{"account_id": "ACC-016", "region": "Southeast", "product_line": "Platform"}
user-001|resource|# Compensation Plan
## Overview
@@ -8582,7 +8582,7 @@ We will implement measured tactics to achieve our objectives. This includes hiri
## Action Items
1) Complete by mid-year 2) Review weekly progress 3) Adjust strategy as needed [ID: 2616]|{"account_id": "ACC-018", "region": "Northeast", "product_line": "Security"}
-user-001|knowledge_vault|Backup Server Access: Server: dev-db-3.company.com, Port: 5432, Username: admin_7850, Password: y!WMO%Y5ple#$1uW, Additional: SSL: Required, Timeout: 33s [ID: 2617]|{"account_id": "ACC-061", "region": "East", "product_line": "Analytics"}
+user-001|knowledge|Backup Server Access: Server: dev-db-3.company.com, Port: 5432, Username: admin_7850, Password: y!WMO%Y5ple#$1uW, Additional: SSL: Required, Timeout: 33s [ID: 2617]|{"account_id": "ACC-061", "region": "East", "product_line": "Analytics"}
user-001|resource|# Market Analysis Report
## Overview
@@ -8651,18 +8651,18 @@ We will implement focused tactics to achieve our objectives. This includes hirin
## Action Items
1) Complete by mid-year 2) Review weekly progress 3) Adjust strategy as needed [ID: 2629]|{"account_id": "ACC-110", "region": "Southwest", "product_line": "Analytics"}
-user-004|knowledge_vault|Production Database Access: Server: dev-db-9.company.com, Port: 5432, Username: admin_4637, Password: 2g8B9VL1eNsYjUdo, Additional: SSL: Required, Timeout: 30s [ID: 2630]|{"account_id": "ACC-183", "region": "West", "product_line": "Marketing"}
+user-004|knowledge|Production Database Access: Server: dev-db-9.company.com, Port: 5432, Username: admin_4637, Password: 2g8B9VL1eNsYjUdo, Additional: SSL: Required, Timeout: 30s [ID: 2630]|{"account_id": "ACC-183", "region": "West", "product_line": "Marketing"}
user-004|episodic|This morning at 14:30 PM, I closed a deal with CloudSystems worth $245K annually. The contract was signed after 5 months of negotiations. [ID: 2631]|{"account_id": "ACC-029", "region": "West", "product_line": "Operations"}
user-003|core|Frank Chen here - I'm the Sales Engineer for Digital Dynamics's marketing team. [ID: 2632]|{"account_id": "ACC-131", "region": "Midwest", "product_line": "Enterprise"}
user-004|episodic|Last Monday, I attended Networking Event at Austin. Met 25 potential leads and scheduled 9 follow-up meetings. [ID: 2633]|{"account_id": "ACC-126", "region": "East", "product_line": "Enterprise"}
user-003|procedural|Escalation handling workflow: Step 1 - Finalize documentation. Step 2 - Conduct initial assessment. Step 3 - Schedule implementation. Step 4 - Negotiate terms and pricing. Step 5 - Review requirements thoroughly. [ID: 2634]|{"account_id": "ACC-090", "region": "Northwest", "product_line": "Platform"}
user-004|semantic|Sales Intelligence refers to the measurement of business outcomes. Key characteristics include measurable outcomes, actionable insights, and continuous improvement. [ID: 2635]|{"account_id": "ACC-140", "region": "International", "product_line": "Security"}
user-003|episodic|This morning at 14:30 AM, I closed a deal with TechCorp worth $103K annually. The contract was signed after 2 months of negotiations. [ID: 2636]|{"account_id": "ACC-169", "region": "International", "product_line": "Analytics"}
-user-002|knowledge_vault|Salesforce Configuration: URL: https://app.company.com, Access Token: uws9gapz2cszi80hf954ppn897npvw1kk3yonbtgqemhchf60ah449i589fm09ef, Webhook: https://hooks.company.com/fkuvhnixo3eiy1s2vhaoq8xze6ooky5d, Settings: Retry: 10, Timeout: 102s [ID: 2637]|{"account_id": "ACC-184", "region": "West", "product_line": "Enterprise"}
+user-002|knowledge|Salesforce Configuration: URL: https://app.company.com, Access Token: uws9gapz2cszi80hf954ppn897npvw1kk3yonbtgqemhchf60ah449i589fm09ef, Webhook: https://hooks.company.com/fkuvhnixo3eiy1s2vhaoq8xze6ooky5d, Settings: Retry: 10, Timeout: 102s [ID: 2637]|{"account_id": "ACC-184", "region": "West", "product_line": "Enterprise"}
user-004|core|I'm Grace Taylor, Business Development Manager at Smart Solutions. My focus areas are data analytics and digital transformation. [ID: 2638]|{"account_id": "ACC-014", "region": "Central", "product_line": "Analytics"}
user-001|episodic|On Wednesday at 9:30 PM, I had a discovery call with Quantum Systems. We discussed new feature requirements and agreed to extend contract. [ID: 2639]|{"account_id": "ACC-105", "region": "South", "product_line": "Operations"}
user-002|episodic|Yesterday at 17:30 PM, I conducted a consultation for Smart Solutions. Deal moved to final stage. [ID: 2640]|{"account_id": "ACC-006", "region": "Midwest", "product_line": "Security"}
-user-003|knowledge_vault|Integration Hub Credentials: API Key: sk_zrhgcu7tfttsq65c6yz491qn8c9bs5or, Secret: BULXLSI7KY6FIU3T8SENV34QQ2RGXFYHFYDM3JMG, Endpoint: https://api.platform.com/v1, Region: us-west-2 [ID: 2641]|{"account_id": "ACC-180", "region": "Northwest", "product_line": "Operations"}
+user-003|knowledge|Integration Hub Credentials: API Key: sk_zrhgcu7tfttsq65c6yz491qn8c9bs5or, Secret: BULXLSI7KY6FIU3T8SENV34QQ2RGXFYHFYDM3JMG, Endpoint: https://api.platform.com/v1, Region: us-west-2 [ID: 2641]|{"account_id": "ACC-180", "region": "Northwest", "product_line": "Operations"}
user-003|episodic|Yesterday at 13:00 PM, I conducted a presentation for Quantum Systems. The feedback was very positive. [ID: 2642]|{"account_id": "ACC-153", "region": "Midwest", "product_line": "Analytics"}
user-005|procedural|My contract renewal process: First, Negotiate terms and pricing. Second, Review requirements thoroughly. Third, Conduct initial assessment. Fourth, Address concerns and objections. Finally, Monitor progress closely. [ID: 2643]|{"account_id": "ACC-109", "region": "Northwest", "product_line": "Enterprise"}
user-002|core|Profile update: Jack Anderson, Business Development Manager position at FinTech Solutions, responsible for team leadership. [ID: 2644]|{"account_id": "ACC-031", "region": "South", "product_line": "Analytics"}
@@ -8670,7 +8670,7 @@ user-003|semantic|Win Rate is a key metric for business performance. It helps or
user-004|core|Iris Martinez here - I'm the Business Development Manager for DataVision Inc's marketing team. [ID: 2646]|{"account_id": "ACC-083", "region": "East", "product_line": "Cloud"}
user-005|core|I'm Bob Smith, Customer Success Manager at Digital Dynamics. My focus areas are B2B marketing and data analytics. [ID: 2647]|{"account_id": "ACC-091", "region": "Northeast", "product_line": "Operations"}
user-005|episodic|This morning at 10:30 PM, I closed a deal with Digital Dynamics worth $177K annually. The contract was signed after 2 months of negotiations. [ID: 2648]|{"account_id": "ACC-071", "region": "Northeast", "product_line": "Security"}
-user-005|knowledge_vault|Salesforce Configuration: URL: https://dashboard.company.com, Access Token: d8h9x99tzm0nflcgxionfhqqaawosny3a4tmdt9bfu5exyuvnomg0mxyo71fulhj, Webhook: https://hooks.company.com/k4buzlro9et92huuhajlflkh50yl6xt0, Settings: Retry: 3, Timeout: 37s [ID: 2649]|{"account_id": "ACC-170", "region": "Northeast", "product_line": "Financial"}
+user-005|knowledge|Salesforce Configuration: URL: https://dashboard.company.com, Access Token: d8h9x99tzm0nflcgxionfhqqaawosny3a4tmdt9bfu5exyuvnomg0mxyo71fulhj, Webhook: https://hooks.company.com/k4buzlro9et92huuhajlflkh50yl6xt0, Settings: Retry: 3, Timeout: 37s [ID: 2649]|{"account_id": "ACC-170", "region": "Northeast", "product_line": "Financial"}
user-003|episodic|Yesterday at 16:00 PM, I conducted a product demo for Innovation Labs. Deal moved to final stage. [ID: 2650]|{"account_id": "ACC-031", "region": "Central", "product_line": "Enterprise"}
user-002|episodic|On Friday at 15:00 PM, I had a escalation meeting with Smart Solutions. We discussed budget allocation and requested proposal revision. [ID: 2651]|{"account_id": "ACC-022", "region": "International", "product_line": "Enterprise"}
user-003|episodic|This morning at 16:00 PM, I closed a deal with Quantum Systems worth $120K annually. The contract was signed after 4 months of negotiations. [ID: 2652]|{"account_id": "ACC-175", "region": "South", "product_line": "Operations"}
@@ -8724,7 +8724,7 @@ Always monitor throughout the process
Training materials available on internal portal [ID: 2658]|{"account_id": "ACC-058", "region": "Southeast", "product_line": "Integration"}
user-003|procedural|Audit checklist: 1) Document lessons learned. 2) Prepare detailed proposal. 3) Address concerns and objections. 4) Collect feedback regularly. 5) Schedule implementation. [ID: 2659]|{"account_id": "ACC-116", "region": "Central", "product_line": "Financial"}
user-003|core|Profile update: Grace Taylor, Account Executive position at Innovation Labs, responsible for customer retention. [ID: 2660]|{"account_id": "ACC-031", "region": "West", "product_line": "Marketing"}
-user-005|knowledge_vault|Backup Server Access: Server: dev-db-5.company.com, Port: 6379, Username: admin_9222, Password: XSDSyl1iYflc4A5J, Additional: SSL: Required, Timeout: 37s [ID: 2661]|{"account_id": "ACC-194", "region": "International", "product_line": "Marketing"}
+user-005|knowledge|Backup Server Access: Server: dev-db-5.company.com, Port: 6379, Username: admin_9222, Password: XSDSyl1iYflc4A5J, Additional: SSL: Required, Timeout: 37s [ID: 2661]|{"account_id": "ACC-194", "region": "International", "product_line": "Marketing"}
user-001|episodic|Yesterday at 8:30 PM, I conducted a consultation for Global Enterprises. They requested a follow-up. [ID: 2662]|{"account_id": "ACC-184", "region": "Southeast", "product_line": "Analytics"}
user-001|procedural|My sales qualification process: First, Present to decision makers. Second, Identify key stakeholders. Third, Negotiate terms and pricing. Fourth, Document lessons learned. Finally, Review requirements thoroughly. [ID: 2663]|{"account_id": "ACC-062", "region": "Southeast", "product_line": "Marketing"}
user-005|core|I'm Jack Anderson, working as Senior Sales Manager in Digital Dynamics. My key expertise is in B2B marketing. [ID: 2664]|{"account_id": "ACC-100", "region": "International", "product_line": "Security"}
@@ -8779,11 +8779,11 @@ Always validate throughout the process
## Resources
Training materials available on internal portal [ID: 2673]|{"account_id": "ACC-175", "region": "Southwest", "product_line": "Financial"}
-user-001|knowledge_vault|Email Server Access: Server: staging-db-10.company.com, Port: 27017, Username: admin_5192, Password: OijI5V9SWznt%Pm4, Additional: SSL: Required, Timeout: 25s [ID: 2674]|{"account_id": "ACC-195", "region": "Central", "product_line": "SMB"}
+user-001|knowledge|Email Server Access: Server: staging-db-10.company.com, Port: 27017, Username: admin_5192, Password: OijI5V9SWznt%Pm4, Additional: SSL: Required, Timeout: 25s [ID: 2674]|{"account_id": "ACC-195", "region": "Central", "product_line": "SMB"}
user-003|procedural|Review checklist: 1) Prepare detailed proposal. 2) Monitor progress closely. 3) Present to decision makers. 4) Finalize documentation. 5) Address concerns and objections. [ID: 2675]|{"account_id": "ACC-012", "region": "Northwest", "product_line": "Financial"}
user-001|core|I'm Alice Johnson, Sales Engineer at Global Enterprises. My focus areas are data analytics and AI solutions. [ID: 2676]|{"account_id": "ACC-123", "region": "Central", "product_line": "Enterprise"}
-user-003|knowledge_vault|File Storage Access: Server: staging-db-7.company.com, Port: 8080, Username: admin_8948, Password: 15Sz$YhDQGiz!vS6, Additional: SSL: Required, Timeout: 29s [ID: 2677]|{"account_id": "ACC-004", "region": "Northwest", "product_line": "Platform"}
-user-001|knowledge_vault|Zendesk Configuration: URL: https://app.company.com, Access Token: pdocmlnf20586uaevou5xj0g57adndgbjqaoozruv4ac8hvtnzmc1gyxon3k5q95, Webhook: https://hooks.company.com/y68iucnrrnpph0o0mrkal14021zeg1x4, Settings: Retry: 7, Timeout: 116s [ID: 2678]|{"account_id": "ACC-094", "region": "Central", "product_line": "Analytics"}
+user-003|knowledge|File Storage Access: Server: staging-db-7.company.com, Port: 8080, Username: admin_8948, Password: 15Sz$YhDQGiz!vS6, Additional: SSL: Required, Timeout: 29s [ID: 2677]|{"account_id": "ACC-004", "region": "Northwest", "product_line": "Platform"}
+user-001|knowledge|Zendesk Configuration: URL: https://app.company.com, Access Token: pdocmlnf20586uaevou5xj0g57adndgbjqaoozruv4ac8hvtnzmc1gyxon3k5q95, Webhook: https://hooks.company.com/y68iucnrrnpph0o0mrkal14021zeg1x4, Settings: Retry: 7, Timeout: 116s [ID: 2678]|{"account_id": "ACC-094", "region": "Central", "product_line": "Analytics"}
user-005|semantic|Account-Based Marketing refers to the measurement of business outcomes. Key characteristics include measurable outcomes, actionable insights, and continuous improvement. [ID: 2679]|{"account_id": "ACC-156", "region": "Northwest", "product_line": "Marketing"}
user-003|core|I'm Bob Smith, Customer Success Manager at TechCorp. My focus areas are customer engagement and cloud architecture. [ID: 2680]|{"account_id": "ACC-138", "region": "Northwest", "product_line": "Security"}
user-002|core|Henry Brown here - I'm the Sales Engineer for Smart Solutions's engineering team. [ID: 2681]|{"account_id": "ACC-133", "region": "Northwest", "product_line": "Marketing"}
@@ -8854,11 +8854,11 @@ user-003|core|I'm Henry Brown, working as Product Manager in Smart Solutions. My
user-005|core|My name is Jack Anderson and I work as a Product Manager at Quantum Systems. I specialize in AI solutions. [ID: 2690]|{"account_id": "ACC-087", "region": "Central", "product_line": "Financial"}
user-005|procedural|Pipeline review workflow: Step 1 - Finalize documentation. Step 2 - Present to decision makers. Step 3 - Monitor progress closely. Step 4 - Identify key stakeholders. Step 5 - Collect feedback regularly. [ID: 2691]|{"account_id": "ACC-092", "region": "Northeast", "product_line": "Enterprise"}
user-002|semantic|Pipeline Coverage is a key metric for business performance. It helps organizations make data-driven decisions. Critical for strategic planning and optimization. [ID: 2692]|{"account_id": "ACC-074", "region": "Northeast", "product_line": "SMB"}
-user-001|knowledge_vault|Data Warehouse Credentials: API Key: sk_sfip3djxr546xzghzhswn519ru2q93hd, Secret: RUP97YA4NDJSPE7QC4ETN0UZW3WT36GXZF2ESUDF, Endpoint: https://api.platform.com/v3, Region: eu-west-1 [ID: 2693]|{"account_id": "ACC-075", "region": "East", "product_line": "Operations"}
-user-001|knowledge_vault|Salesforce Configuration: URL: https://dashboard.company.com, Access Token: jccttc9vz2ul7qlxyy26hingaya0jgla2twtvz4esf28xclr3zfbr7tmb9lu1kt5, Webhook: https://hooks.company.com/ty418hphvyq2w4ovp8itr9jq54f2j6sp, Settings: Retry: 5, Timeout: 104s [ID: 2694]|{"account_id": "ACC-173", "region": "Northeast", "product_line": "Operations"}
+user-001|knowledge|Data Warehouse Credentials: API Key: sk_sfip3djxr546xzghzhswn519ru2q93hd, Secret: RUP97YA4NDJSPE7QC4ETN0UZW3WT36GXZF2ESUDF, Endpoint: https://api.platform.com/v3, Region: eu-west-1 [ID: 2693]|{"account_id": "ACC-075", "region": "East", "product_line": "Operations"}
+user-001|knowledge|Salesforce Configuration: URL: https://dashboard.company.com, Access Token: jccttc9vz2ul7qlxyy26hingaya0jgla2twtvz4esf28xclr3zfbr7tmb9lu1kt5, Webhook: https://hooks.company.com/ty418hphvyq2w4ovp8itr9jq54f2j6sp, Settings: Retry: 5, Timeout: 104s [ID: 2694]|{"account_id": "ACC-173", "region": "Northeast", "product_line": "Operations"}
user-004|procedural|Audit checklist: 1) Conduct initial assessment. 2) Collect feedback regularly. 3) Document lessons learned. 4) Finalize documentation. 5) Negotiate terms and pricing. [ID: 2695]|{"account_id": "ACC-140", "region": "West", "product_line": "Analytics"}
-user-005|knowledge_vault|Slack Configuration: URL: https://portal.company.com, Access Token: pz2khhne5pnduljytavauknl1zf3k2nlw5r5lsnnay247u767h5gs1n4883ej2lw, Webhook: https://hooks.company.com/nch3z8tahqp23hro3pjxp0ishi1uh1qg, Settings: Retry: 3, Timeout: 50s [ID: 2696]|{"account_id": "ACC-193", "region": "Northeast", "product_line": "Security"}
-user-003|knowledge_vault|File Storage Access: Server: prod-db-1.company.com, Port: 6379, Username: admin_8102, Password: a5DqSn@QchnQfb%S, Additional: SSL: Required, Timeout: 20s [ID: 2697]|{"account_id": "ACC-054", "region": "South", "product_line": "Financial"}
+user-005|knowledge|Slack Configuration: URL: https://portal.company.com, Access Token: pz2khhne5pnduljytavauknl1zf3k2nlw5r5lsnnay247u767h5gs1n4883ej2lw, Webhook: https://hooks.company.com/nch3z8tahqp23hro3pjxp0ishi1uh1qg, Settings: Retry: 3, Timeout: 50s [ID: 2696]|{"account_id": "ACC-193", "region": "Northeast", "product_line": "Security"}
+user-003|knowledge|File Storage Access: Server: prod-db-1.company.com, Port: 6379, Username: admin_8102, Password: a5DqSn@QchnQfb%S, Additional: SSL: Required, Timeout: 20s [ID: 2697]|{"account_id": "ACC-054", "region": "South", "product_line": "Financial"}
user-004|procedural|Contract negotiation workflow: Step 1 - Prepare detailed proposal. Step 2 - Monitor progress closely. Step 3 - Document lessons learned. Step 4 - Collect feedback regularly. Step 5 - Review requirements thoroughly. [ID: 2698]|{"account_id": "ACC-151", "region": "West", "product_line": "SMB"}
user-003|resource|# Comprehensive Sales Enablement Plan
@@ -8926,7 +8926,7 @@ Always validate throughout the process
Training materials available on internal portal [ID: 2706]|{"account_id": "ACC-143", "region": "Central", "product_line": "Financial"}
user-002|episodic|Yesterday at 11:30 AM, I conducted a product demo for NextGen Tech. We identified next steps. [ID: 2707]|{"account_id": "ACC-178", "region": "Northeast", "product_line": "Financial"}
user-001|core|I'm Alice Johnson, working as Account Executive in FinTech Solutions. My key expertise is in AI solutions. [ID: 2708]|{"account_id": "ACC-135", "region": "Northwest", "product_line": "SMB"}
-user-004|knowledge_vault|Email Server Access: Server: staging-db-6.company.com, Port: 6379, Username: admin_6018, Password: nRAHRG#oD0DN#NPs, Additional: SSL: Required, Timeout: 29s [ID: 2709]|{"account_id": "ACC-110", "region": "Central", "product_line": "SMB"}
+user-004|knowledge|Email Server Access: Server: staging-db-6.company.com, Port: 6379, Username: admin_6018, Password: nRAHRG#oD0DN#NPs, Additional: SSL: Required, Timeout: 29s [ID: 2709]|{"account_id": "ACC-110", "region": "Central", "product_line": "SMB"}
user-004|resource|# Customer Success Playbook
## Overview
@@ -8957,7 +8957,7 @@ We will implement focused tactics to achieve our objectives. This includes hirin
## Action Items
1) Complete by end of month 2) Review weekly progress 3) Adjust strategy as needed [ID: 2711]|{"account_id": "ACC-138", "region": "West", "product_line": "Marketing"}
-user-003|knowledge_vault|HubSpot Configuration: URL: https://app.company.com, Access Token: v3q62slucf5oeeizgk5wyqoal3inax362xfphedkf9ilqd5ga7slqpxyog081nvz, Webhook: https://hooks.company.com/uybl9c9n3bj1j8qlzdebmpliz3p0ndvw, Settings: Retry: 8, Timeout: 115s [ID: 2712]|{"account_id": "ACC-009", "region": "Northeast", "product_line": "Marketing"}
+user-003|knowledge|HubSpot Configuration: URL: https://app.company.com, Access Token: v3q62slucf5oeeizgk5wyqoal3inax362xfphedkf9ilqd5ga7slqpxyog081nvz, Webhook: https://hooks.company.com/uybl9c9n3bj1j8qlzdebmpliz3p0ndvw, Settings: Retry: 8, Timeout: 115s [ID: 2712]|{"account_id": "ACC-009", "region": "Northeast", "product_line": "Marketing"}
user-002|procedural|Forecasting workflow: Step 1 - Document lessons learned. Step 2 - Finalize documentation. Step 3 - Address concerns and objections. Step 4 - Present to decision makers. Step 5 - Identify key stakeholders. [ID: 2713]|{"account_id": "ACC-039", "region": "Southeast", "product_line": "Platform"}
user-004|resource|# Comprehensive Q4 Sales Strategy
@@ -9006,7 +9006,7 @@ Always validate throughout the process
## Resources
Training materials available on internal portal [ID: 2717]|{"account_id": "ACC-177", "region": "West", "product_line": "Financial"}
user-001|core|Frank Chen here - I'm the Product Manager for Innovation Labs's sales team. [ID: 2718]|{"account_id": "ACC-057", "region": "International", "product_line": "Enterprise"}
-user-005|knowledge_vault|Production Database Access: Server: staging-db-2.company.com, Port: 8080, Username: admin_3551, Password: 1ts%pL7d0@3Ckozg, Additional: SSL: Required, Timeout: 50s [ID: 2719]|{"account_id": "ACC-098", "region": "Midwest", "product_line": "Cloud"}
+user-005|knowledge|Production Database Access: Server: staging-db-2.company.com, Port: 8080, Username: admin_3551, Password: 1ts%pL7d0@3Ckozg, Additional: SSL: Required, Timeout: 50s [ID: 2719]|{"account_id": "ACC-098", "region": "Midwest", "product_line": "Cloud"}
user-001|resource|# Comprehensive Sales Enablement Plan
## Purpose
@@ -9028,7 +9028,7 @@ user-005|episodic|On Monday, I had a call with Smart Solutions regarding service
user-002|semantic|Account-Based Marketing is an essential tool for modern business. It provides benefits such as increased efficiency, better decision making, and improved ROI. [ID: 2724]|{"account_id": "ACC-200", "region": "Central", "product_line": "Security"}
user-003|core|My name is Iris Martinez and I work as a Customer Success Manager at CloudSystems. I specialize in enterprise sales. [ID: 2725]|{"account_id": "ACC-142", "region": "Northwest", "product_line": "SMB"}
user-003|episodic|On Wednesday at 12:00 PM, I had a product demo with NextGen Tech. We discussed implementation timeline and agreed to extend contract. [ID: 2726]|{"account_id": "ACC-160", "region": "East", "product_line": "Security"}
-user-005|knowledge_vault|Monitoring System Access: Server: staging-db-8.company.com, Port: 8080, Username: admin_8092, Password: hUJjD6GOqL91zGmH, Additional: SSL: Required, Timeout: 13s [ID: 2727]|{"account_id": "ACC-036", "region": "Southeast", "product_line": "Analytics"}
+user-005|knowledge|Monitoring System Access: Server: staging-db-8.company.com, Port: 8080, Username: admin_8092, Password: hUJjD6GOqL91zGmH, Additional: SSL: Required, Timeout: 13s [ID: 2727]|{"account_id": "ACC-036", "region": "Southeast", "product_line": "Analytics"}
user-001|core|I'm Frank Chen, Solutions Architect at Quantum Systems. My focus areas are customer engagement and enterprise sales. [ID: 2728]|{"account_id": "ACC-119", "region": "International", "product_line": "Financial"}
user-001|semantic|Pipeline Coverage is a key metric for business performance. It helps organizations make data-driven decisions. Critical for strategic planning and optimization. [ID: 2729]|{"account_id": "ACC-153", "region": "Central", "product_line": "Integration"}
user-001|resource|# Product Pricing Guide
@@ -9046,7 +9046,7 @@ We will implement measured tactics to achieve our objectives. This includes hiri
## Action Items
1) Complete by end of quarter 2) Review weekly progress 3) Adjust strategy as needed [ID: 2730]|{"account_id": "ACC-124", "region": "South", "product_line": "Enterprise"}
-user-003|knowledge_vault|Production Database Access: Server: dev-db-3.company.com, Port: 3306, Username: admin_3255, Password: 4XI@eSbvWjAkj6Q1, Additional: SSL: Required, Timeout: 41s [ID: 2731]|{"account_id": "ACC-114", "region": "International", "product_line": "Operations"}
+user-003|knowledge|Production Database Access: Server: dev-db-3.company.com, Port: 3306, Username: admin_3255, Password: 4XI@eSbvWjAkj6Q1, Additional: SSL: Required, Timeout: 41s [ID: 2731]|{"account_id": "ACC-114", "region": "International", "product_line": "Operations"}
user-003|resource|# Complete Compensation Plan
## Purpose
@@ -9062,7 +9062,7 @@ Always communicate throughout the process
## Resources
Training materials available on internal portal [ID: 2732]|{"account_id": "ACC-186", "region": "Southwest", "product_line": "Integration"}
-user-005|knowledge_vault|HubSpot Configuration: URL: https://portal.company.com, Access Token: hw3yriwdllj49mgfmrmu3tw1b78lw84v9qhiaif465dguk9bwqnj1m149k09oxns, Webhook: https://hooks.company.com/orfycg5uni6yred8dmntaac4irvrg26v, Settings: Retry: 6, Timeout: 96s [ID: 2733]|{"account_id": "ACC-114", "region": "Northwest", "product_line": "SMB"}
+user-005|knowledge|HubSpot Configuration: URL: https://portal.company.com, Access Token: hw3yriwdllj49mgfmrmu3tw1b78lw84v9qhiaif465dguk9bwqnj1m149k09oxns, Webhook: https://hooks.company.com/orfycg5uni6yred8dmntaac4irvrg26v, Settings: Retry: 6, Timeout: 96s [ID: 2733]|{"account_id": "ACC-114", "region": "Northwest", "product_line": "SMB"}
user-005|resource|# Product Pricing Guide
## Overview
@@ -9139,12 +9139,12 @@ We will implement measured tactics to achieve our objectives. This includes hiri
## Action Items
1) Complete by mid-year 2) Review weekly progress 3) Adjust strategy as needed [ID: 2739]|{"account_id": "ACC-091", "region": "South", "product_line": "SMB"}
-user-005|knowledge_vault|HubSpot Configuration: URL: https://app.company.com, Access Token: 9ppxkprct11252qvdttjjfaosynstuqoibn57wzxjjgann21j5ts432uv8w04b6z, Webhook: https://hooks.company.com/8qyn4zrpxx0ow0dkd6bqyr4jxaiucr2z, Settings: Retry: 3, Timeout: 33s [ID: 2740]|{"account_id": "ACC-183", "region": "Northeast", "product_line": "Analytics"}
+user-005|knowledge|HubSpot Configuration: URL: https://app.company.com, Access Token: 9ppxkprct11252qvdttjjfaosynstuqoibn57wzxjjgann21j5ts432uv8w04b6z, Webhook: https://hooks.company.com/8qyn4zrpxx0ow0dkd6bqyr4jxaiucr2z, Settings: Retry: 3, Timeout: 33s [ID: 2740]|{"account_id": "ACC-183", "region": "Northeast", "product_line": "Analytics"}
user-005|semantic|Pipeline Coverage refers to the measurement of business outcomes. Key characteristics include measurable outcomes, actionable insights, and continuous improvement. [ID: 2741]|{"account_id": "ACC-018", "region": "Central", "product_line": "SMB"}
user-004|core|My name is Grace Taylor and I work as a VP of Operations at Innovation Labs. I specialize in technical consulting. [ID: 2742]|{"account_id": "ACC-059", "region": "Southeast", "product_line": "Operations"}
user-003|semantic|Marketing Automation is an essential tool for modern business. It provides benefits such as increased efficiency, better decision making, and improved ROI. [ID: 2743]|{"account_id": "ACC-103", "region": "Southwest", "product_line": "Cloud"}
user-004|episodic|On Thursday, I had a call with Global Enterprises regarding feature request. We resolved the problem within 7 hours and they agreed to extend the trial. [ID: 2744]|{"account_id": "ACC-184", "region": "West", "product_line": "Integration"}
-user-004|knowledge_vault|Analytics Platform Access: Server: staging-db-10.company.com, Port: 5432, Username: admin_8814, Password: rXoa9#P!lHR7f7C3, Additional: SSL: Required, Timeout: 10s [ID: 2745]|{"account_id": "ACC-173", "region": "West", "product_line": "Platform"}
+user-004|knowledge|Analytics Platform Access: Server: staging-db-10.company.com, Port: 5432, Username: admin_8814, Password: rXoa9#P!lHR7f7C3, Additional: SSL: Required, Timeout: 10s [ID: 2745]|{"account_id": "ACC-173", "region": "West", "product_line": "Platform"}
user-001|episodic|Yesterday at 9:00 PM, I conducted a product demo for Global Enterprises. The feedback was very positive. [ID: 2746]|{"account_id": "ACC-086", "region": "Central", "product_line": "Integration"}
user-002|semantic|Win Rate refers to the measurement of business outcomes. Key characteristics include measurable outcomes, actionable insights, and continuous improvement. [ID: 2747]|{"account_id": "ACC-101", "region": "Southwest", "product_line": "Financial"}
user-004|semantic|Marketing Automation is a key metric for business performance. It helps organizations make data-driven decisions. Critical for strategic planning and optimization. [ID: 2748]|{"account_id": "ACC-054", "region": "Southeast", "product_line": "Analytics"}
@@ -9163,7 +9163,7 @@ We will implement strategic tactics to achieve our objectives. This includes hir
## Action Items
1) Complete by end of month 2) Review weekly progress 3) Adjust strategy as needed [ID: 2749]|{"account_id": "ACC-078", "region": "Northeast", "product_line": "Enterprise"}
-user-001|knowledge_vault|Payment Gateway Credentials: API Key: sk_1e7tcjkn0fn5zz8zqcmtuw9x97bkyev6, Secret: CD55RGNS56DX28VSXDX09FDS9YFDMGWIWLL88SZ7, Endpoint: https://api.system.com/v3, Region: eu-west-1 [ID: 2750]|{"account_id": "ACC-186", "region": "Midwest", "product_line": "Analytics"}
+user-001|knowledge|Payment Gateway Credentials: API Key: sk_1e7tcjkn0fn5zz8zqcmtuw9x97bkyev6, Secret: CD55RGNS56DX28VSXDX09FDS9YFDMGWIWLL88SZ7, Endpoint: https://api.system.com/v3, Region: eu-west-1 [ID: 2750]|{"account_id": "ACC-186", "region": "Midwest", "product_line": "Analytics"}
user-002|core|Grace Taylor here - I'm the Senior Sales Manager for Quantum Systems's engineering team. [ID: 2751]|{"account_id": "ACC-177", "region": "Central", "product_line": "SMB"}
user-005|procedural|Contract negotiation workflow: Step 1 - Schedule implementation. Step 2 - Monitor progress closely. Step 3 - Review requirements thoroughly. Step 4 - Prepare detailed proposal. Step 5 - Finalize documentation. [ID: 2752]|{"account_id": "ACC-097", "region": "Northwest", "product_line": "Marketing"}
user-004|episodic|This morning at 10:00 PM, I closed a deal with TechCorp worth $179K annually. The contract was signed after 2 months of negotiations. [ID: 2753]|{"account_id": "ACC-037", "region": "South", "product_line": "Financial"}
@@ -9186,33 +9186,33 @@ user-001|procedural|Review checklist: 1) Identify key stakeholders. 2) Schedule
user-004|episodic|Yesterday at 14:00 PM, I conducted a consultation for DataVision Inc. We identified next steps. [ID: 2756]|{"account_id": "ACC-054", "region": "Northwest", "product_line": "Security"}
user-005|procedural|My competitive analysis process: First, Finalize documentation. Second, Schedule implementation. Third, Present to decision makers. Fourth, Collect feedback regularly. Finally, Negotiate terms and pricing. [ID: 2757]|{"account_id": "ACC-033", "region": "International", "product_line": "Platform"}
user-004|episodic|Last Wednesday, I attended Industry Summit at Austin. Met 24 potential leads and scheduled 11 follow-up meetings. [ID: 2758]|{"account_id": "ACC-127", "region": "West", "product_line": "Cloud"}
-user-001|knowledge_vault|AWS Credentials: API Key: sk_1uhhkctd0oyx8ptk950523nqlpi3iq9h, Secret: RDJ11YQWEVQL4G6KJUAUP2ZGT70OITWQFQSC1LSK, Endpoint: https://api.system.com/v3, Region: us-east-1 [ID: 2759]|{"account_id": "ACC-046", "region": "Midwest", "product_line": "Cloud"}
+user-001|knowledge|AWS Credentials: API Key: sk_1uhhkctd0oyx8ptk950523nqlpi3iq9h, Secret: RDJ11YQWEVQL4G6KJUAUP2ZGT70OITWQFQSC1LSK, Endpoint: https://api.system.com/v3, Region: us-east-1 [ID: 2759]|{"account_id": "ACC-046", "region": "Midwest", "product_line": "Cloud"}
user-002|episodic|Last Friday, I attended Tech Conference at San Francisco. Met 12 potential leads and scheduled 3 follow-up meetings. [ID: 2760]|{"account_id": "ACC-033", "region": "Central", "product_line": "Marketing"}
user-004|procedural|Audit checklist: 1) Finalize documentation. 2) Review requirements thoroughly. 3) Conduct initial assessment. 4) Negotiate terms and pricing. 5) Identify key stakeholders. [ID: 2761]|{"account_id": "ACC-048", "region": "Midwest", "product_line": "Marketing"}
user-004|procedural|My proposal development process: First, Present to decision makers. Second, Address concerns and objections. Third, Schedule implementation. Fourth, Conduct initial assessment. Finally, Prepare detailed proposal. [ID: 2762]|{"account_id": "ACC-026", "region": "Central", "product_line": "Security"}
-user-005|knowledge_vault|Salesforce Configuration: URL: https://app.company.com, Access Token: tb14msh0cudj3tbin8eq3dhihatht7tnwjceyv0gdxxbjfgg59y8u4n5qurzg5eq, Webhook: https://hooks.company.com/lmof1sttj5z85f450iit50brx7lrj3o7, Settings: Retry: 8, Timeout: 102s [ID: 2763]|{"account_id": "ACC-042", "region": "East", "product_line": "Marketing"}
+user-005|knowledge|Salesforce Configuration: URL: https://app.company.com, Access Token: tb14msh0cudj3tbin8eq3dhihatht7tnwjceyv0gdxxbjfgg59y8u4n5qurzg5eq, Webhook: https://hooks.company.com/lmof1sttj5z85f450iit50brx7lrj3o7, Settings: Retry: 8, Timeout: 102s [ID: 2763]|{"account_id": "ACC-042", "region": "East", "product_line": "Marketing"}
user-005|procedural|Contract negotiation workflow: Step 1 - Address concerns and objections. Step 2 - Present to decision makers. Step 3 - Conduct initial assessment. Step 4 - Schedule implementation. Step 5 - Finalize documentation. [ID: 2764]|{"account_id": "ACC-179", "region": "Southwest", "product_line": "Cloud"}
-user-001|knowledge_vault|VPN Gateway Access: Server: dev-db-2.company.com, Port: 5432, Username: admin_9298, Password: 0JMq88ex%3N21hpZ, Additional: SSL: Required, Timeout: 22s [ID: 2765]|{"account_id": "ACC-117", "region": "Northeast", "product_line": "Financial"}
+user-001|knowledge|VPN Gateway Access: Server: dev-db-2.company.com, Port: 5432, Username: admin_9298, Password: 0JMq88ex%3N21hpZ, Additional: SSL: Required, Timeout: 22s [ID: 2765]|{"account_id": "ACC-117", "region": "Northeast", "product_line": "Financial"}
user-003|core|My name is Henry Brown and I work as a CTO at Quantum Systems. I specialize in technical consulting. [ID: 2766]|{"account_id": "ACC-168", "region": "Midwest", "product_line": "Security"}
user-004|episodic|Last Tuesday, I attended Networking Event at Boston. Met 27 potential leads and scheduled 4 follow-up meetings. [ID: 2767]|{"account_id": "ACC-141", "region": "Northeast", "product_line": "Integration"}
user-005|core|I'm Alice Johnson, working as Sales Engineer in Global Enterprises. My key expertise is in customer engagement. [ID: 2768]|{"account_id": "ACC-187", "region": "Southwest", "product_line": "Platform"}
user-001|core|I'm Carol Davis, Account Executive at TechCorp. My focus areas are data analytics and technical consulting. [ID: 2769]|{"account_id": "ACC-015", "region": "Midwest", "product_line": "Integration"}
-user-001|knowledge_vault|Stripe Configuration: URL: https://dashboard.company.com, Access Token: 8e653lwbyvdkrjfv6ia7yxwyecloky6qe3yrbx5ck4af2szqoa9r1h7fdues2zt5, Webhook: https://hooks.company.com/b8ovwugqnxnly4w7qcckje74ilxyr7lb, Settings: Retry: 4, Timeout: 61s [ID: 2770]|{"account_id": "ACC-111", "region": "East", "product_line": "Analytics"}
+user-001|knowledge|Stripe Configuration: URL: https://dashboard.company.com, Access Token: 8e653lwbyvdkrjfv6ia7yxwyecloky6qe3yrbx5ck4af2szqoa9r1h7fdues2zt5, Webhook: https://hooks.company.com/b8ovwugqnxnly4w7qcckje74ilxyr7lb, Settings: Retry: 4, Timeout: 61s [ID: 2770]|{"account_id": "ACC-111", "region": "East", "product_line": "Analytics"}
user-005|episodic|Last Monday, I attended Networking Event at Chicago. Met 44 potential leads and scheduled 9 follow-up meetings. [ID: 2771]|{"account_id": "ACC-117", "region": "International", "product_line": "Operations"}
user-002|episodic|This morning at 15:30 PM, I closed a deal with FinTech Solutions worth $413K annually. The contract was signed after 5 months of negotiations. [ID: 2772]|{"account_id": "ACC-176", "region": "South", "product_line": "Enterprise"}
user-001|episodic|On Tuesday, I had a call with Global Enterprises regarding service outage. We resolved the problem within 1 hours and they agreed to expand to more users. [ID: 2773]|{"account_id": "ACC-183", "region": "South", "product_line": "Security"}
user-005|semantic|Predictive Analytics refers to the measurement of business outcomes. Key characteristics include measurable outcomes, actionable insights, and continuous improvement. [ID: 2774]|{"account_id": "ACC-080", "region": "Southeast", "product_line": "Marketing"}
user-002|episodic|Yesterday at 14:30 PM, I conducted a consultation for Digital Dynamics. They requested a follow-up. [ID: 2775]|{"account_id": "ACC-047", "region": "Midwest", "product_line": "Enterprise"}
-user-005|knowledge_vault|Slack Configuration: URL: https://portal.company.com, Access Token: gacjx61fdklqd8kac63qy2sfe4q61x8omqathz1rhvtmxoiua2f2hh01af8f0aiw, Webhook: https://hooks.company.com/n5u6obkdt3w1d1q665g1rjg9o46cjoy7, Settings: Retry: 8, Timeout: 67s [ID: 2776]|{"account_id": "ACC-179", "region": "Northwest", "product_line": "Security"}
+user-005|knowledge|Slack Configuration: URL: https://portal.company.com, Access Token: gacjx61fdklqd8kac63qy2sfe4q61x8omqathz1rhvtmxoiua2f2hh01af8f0aiw, Webhook: https://hooks.company.com/n5u6obkdt3w1d1q665g1rjg9o46cjoy7, Settings: Retry: 8, Timeout: 67s [ID: 2776]|{"account_id": "ACC-179", "region": "Northwest", "product_line": "Security"}
user-002|procedural|Review checklist: 1) Review requirements thoroughly. 2) Conduct initial assessment. 3) Monitor progress closely. 4) Schedule implementation. 5) Address concerns and objections. [ID: 2777]|{"account_id": "ACC-150", "region": "Southeast", "product_line": "Marketing"}
-user-005|knowledge_vault|Marketing Platform Credentials: API Key: sk_talmuju15zgmtrvph4rxch7elo93sk3o, Secret: 88L8HA40T6XNCN5T5PM87OUJM5AAYYKJZIPD1OGL, Endpoint: https://api.service.com/v3, Region: ap-southeast-1 [ID: 2778]|{"account_id": "ACC-188", "region": "Southeast", "product_line": "Analytics"}
+user-005|knowledge|Marketing Platform Credentials: API Key: sk_talmuju15zgmtrvph4rxch7elo93sk3o, Secret: 88L8HA40T6XNCN5T5PM87OUJM5AAYYKJZIPD1OGL, Endpoint: https://api.service.com/v3, Region: ap-southeast-1 [ID: 2778]|{"account_id": "ACC-188", "region": "Southeast", "product_line": "Analytics"}
user-001|episodic|On Friday at 13:30 AM, I had a product demo with NextGen Tech. We discussed pricing structure and received approval for pilot program. [ID: 2779]|{"account_id": "ACC-094", "region": "Southeast", "product_line": "Operations"}
user-001|core|Henry Brown here - I'm the Senior Sales Manager for NextGen Tech's marketing team. [ID: 2780]|{"account_id": "ACC-156", "region": "South", "product_line": "Cloud"}
user-005|semantic|Predictive Analytics refers to the measurement of business outcomes. Key characteristics include measurable outcomes, actionable insights, and continuous improvement. [ID: 2781]|{"account_id": "ACC-116", "region": "Northeast", "product_line": "Marketing"}
user-005|episodic|Yesterday at 10:30 PM, I conducted a consultation for NextGen Tech. Deal moved to final stage. [ID: 2782]|{"account_id": "ACC-002", "region": "Southeast", "product_line": "Cloud"}
user-005|episodic|On Thursday, I had a call with DataVision Inc regarding performance concerns. We resolved the problem within 1 hours and they agreed to extend the trial. [ID: 2783]|{"account_id": "ACC-129", "region": "Midwest", "product_line": "Security"}
user-005|episodic|On Tuesday, I had a call with TechCorp regarding feature request. We resolved the problem within 2 hours and they agreed to expand to more users. [ID: 2784]|{"account_id": "ACC-104", "region": "Central", "product_line": "Platform"}
-user-002|knowledge_vault|Payment Gateway Credentials: API Key: sk_f4jneg4rrid9kym1gmglbn5p8ow0b3sl, Secret: NE9QCEZ7WEX281BKMGZN1CHSI6A6LRS3COND2FFZ, Endpoint: https://api.system.com/v1, Region: us-west-2 [ID: 2785]|{"account_id": "ACC-181", "region": "Central", "product_line": "Financial"}
+user-002|knowledge|Payment Gateway Credentials: API Key: sk_f4jneg4rrid9kym1gmglbn5p8ow0b3sl, Secret: NE9QCEZ7WEX281BKMGZN1CHSI6A6LRS3COND2FFZ, Endpoint: https://api.system.com/v1, Region: us-west-2 [ID: 2785]|{"account_id": "ACC-181", "region": "Central", "product_line": "Financial"}
user-005|procedural|Migration checklist: 1) Document lessons learned. 2) Schedule implementation. 3) Negotiate terms and pricing. 4) Finalize documentation. 5) Conduct initial assessment. [ID: 2786]|{"account_id": "ACC-125", "region": "Southwest", "product_line": "Analytics"}
user-001|core|Profile update: Grace Taylor, Business Development Manager position at NextGen Tech, responsible for revenue growth. [ID: 2787]|{"account_id": "ACC-033", "region": "Central", "product_line": "Enterprise"}
user-002|episodic|Last Thursday, I attended Tech Conference at Boston. Met 27 potential leads and scheduled 13 follow-up meetings. [ID: 2788]|{"account_id": "ACC-172", "region": "Northeast", "product_line": "Cloud"}
@@ -9312,7 +9312,7 @@ user-002|semantic|Customer Lifetime Value is a key metric for business performan
user-002|episodic|On Thursday, I had a call with FinTech Solutions regarding performance concerns. We resolved the problem within 3 hours and they agreed to expand to more users. [ID: 2812]|{"account_id": "ACC-067", "region": "South", "product_line": "Marketing"}
user-001|core|I'm Jack Anderson, working as CTO in DataVision Inc. My key expertise is in technical consulting. [ID: 2813]|{"account_id": "ACC-004", "region": "East", "product_line": "Financial"}
user-003|episodic|Last Tuesday, I attended Industry Summit at Austin. Met 28 potential leads and scheduled 6 follow-up meetings. [ID: 2814]|{"account_id": "ACC-003", "region": "East", "product_line": "Cloud"}
-user-005|knowledge_vault|Stripe Configuration: URL: https://portal.company.com, Access Token: 70aatoprfze41zdegmla6ffoxmzwofq0l36hxfz6shfkt9llvweskvmm9rw86ti0, Webhook: https://hooks.company.com/khxwdaakeo2zi01hctqn59hesenuwq3p, Settings: Retry: 8, Timeout: 102s [ID: 2815]|{"account_id": "ACC-119", "region": "Midwest", "product_line": "Integration"}
+user-005|knowledge|Stripe Configuration: URL: https://portal.company.com, Access Token: 70aatoprfze41zdegmla6ffoxmzwofq0l36hxfz6shfkt9llvweskvmm9rw86ti0, Webhook: https://hooks.company.com/khxwdaakeo2zi01hctqn59hesenuwq3p, Settings: Retry: 8, Timeout: 102s [ID: 2815]|{"account_id": "ACC-119", "region": "Midwest", "product_line": "Integration"}
user-004|resource|# Comprehensive Customer Success Playbook
## Purpose
@@ -9349,7 +9349,7 @@ Always monitor throughout the process
## Resources
Training materials available on internal portal [ID: 2823]|{"account_id": "ACC-030", "region": "South", "product_line": "Cloud"}
-user-003|knowledge_vault|Slack Configuration: URL: https://dashboard.company.com, Access Token: miqlbgrg1pplilsyss0e0forsnm0df7ndc5lknn1vhoz38grzmf7tydil960kms8, Webhook: https://hooks.company.com/8gowpezpghgesmpd6ckqb8wnx6iv9hoj, Settings: Retry: 9, Timeout: 104s [ID: 2824]|{"account_id": "ACC-025", "region": "West", "product_line": "Analytics"}
+user-003|knowledge|Slack Configuration: URL: https://dashboard.company.com, Access Token: miqlbgrg1pplilsyss0e0forsnm0df7ndc5lknn1vhoz38grzmf7tydil960kms8, Webhook: https://hooks.company.com/8gowpezpghgesmpd6ckqb8wnx6iv9hoj, Settings: Retry: 9, Timeout: 104s [ID: 2824]|{"account_id": "ACC-025", "region": "West", "product_line": "Analytics"}
user-001|resource|# Complete Market Analysis Report
## Purpose
@@ -9365,7 +9365,7 @@ Always communicate throughout the process
## Resources
Training materials available on internal portal [ID: 2825]|{"account_id": "ACC-189", "region": "Southeast", "product_line": "Security"}
-user-001|knowledge_vault|Slack Configuration: URL: https://app.company.com, Access Token: fhrvh51297fhyhmvgqf1s1s57zdk3uckmqwfqum1zs2hmv32mbpqw30pfh9i1i8g, Webhook: https://hooks.company.com/o2fo0pstgxfihchs8b2jkxnx401w50ci, Settings: Retry: 9, Timeout: 108s [ID: 2826]|{"account_id": "ACC-035", "region": "West", "product_line": "Marketing"}
+user-001|knowledge|Slack Configuration: URL: https://app.company.com, Access Token: fhrvh51297fhyhmvgqf1s1s57zdk3uckmqwfqum1zs2hmv32mbpqw30pfh9i1i8g, Webhook: https://hooks.company.com/o2fo0pstgxfihchs8b2jkxnx401w50ci, Settings: Retry: 9, Timeout: 108s [ID: 2826]|{"account_id": "ACC-035", "region": "West", "product_line": "Marketing"}
user-003|resource|# Essential Customer Success Playbook
## Purpose
@@ -9401,7 +9401,7 @@ We will implement focused tactics to achieve our objectives. This includes hirin
user-005|semantic|Account-Based Marketing refers to the measurement of business outcomes. Key characteristics include measurable outcomes, actionable insights, and continuous improvement. [ID: 2831]|{"account_id": "ACC-174", "region": "Southeast", "product_line": "Enterprise"}
user-005|procedural|Customer handoff workflow: Step 1 - Negotiate terms and pricing. Step 2 - Conduct initial assessment. Step 3 - Monitor progress closely. Step 4 - Collect feedback regularly. Step 5 - Address concerns and objections. [ID: 2832]|{"account_id": "ACC-180", "region": "Central", "product_line": "Enterprise"}
user-005|semantic|Marketing Automation is a key metric for business performance. It helps organizations make data-driven decisions. Critical for strategic planning and optimization. [ID: 2833]|{"account_id": "ACC-095", "region": "International", "product_line": "SMB"}
-user-001|knowledge_vault|Stripe Configuration: URL: https://portal.company.com, Access Token: z5vz5luzd8jtx54kd05qwxdznqek7hr4rgjn2mj9d57ucfrposbuewaf1tdxqdvp, Webhook: https://hooks.company.com/a31e3tbhua94bw8atmx3eapt7fevkyep, Settings: Retry: 8, Timeout: 109s [ID: 2834]|{"account_id": "ACC-010", "region": "Southwest", "product_line": "Integration"}
+user-001|knowledge|Stripe Configuration: URL: https://portal.company.com, Access Token: z5vz5luzd8jtx54kd05qwxdznqek7hr4rgjn2mj9d57ucfrposbuewaf1tdxqdvp, Webhook: https://hooks.company.com/a31e3tbhua94bw8atmx3eapt7fevkyep, Settings: Retry: 8, Timeout: 109s [ID: 2834]|{"account_id": "ACC-010", "region": "Southwest", "product_line": "Integration"}
user-003|episodic|On Thursday at 16:30 AM, I had a contract negotiation with Innovation Labs. We discussed budget allocation and requested proposal revision. [ID: 2835]|{"account_id": "ACC-082", "region": "Midwest", "product_line": "Cloud"}
user-005|semantic|Revenue Operations is an essential tool for modern business. It provides benefits such as increased efficiency, better decision making, and improved ROI. [ID: 2836]|{"account_id": "ACC-007", "region": "West", "product_line": "Security"}
user-002|semantic|Sales Velocity refers to the measurement of business outcomes. Key characteristics include measurable outcomes, actionable insights, and continuous improvement. [ID: 2837]|{"account_id": "ACC-089", "region": "Central", "product_line": "Platform"}
@@ -9424,16 +9424,16 @@ user-002|semantic|Customer Churn is a key metric for business performance. It he
user-004|semantic|Customer Lifetime Value is an essential tool for modern business. It provides benefits such as increased efficiency, better decision making, and improved ROI. [ID: 2840]|{"account_id": "ACC-062", "region": "Northeast", "product_line": "Analytics"}
user-002|episodic|Yesterday at 12:00 PM, I conducted a product demo for Quantum Systems. Deal moved to final stage. [ID: 2841]|{"account_id": "ACC-087", "region": "East", "product_line": "SMB"}
user-001|procedural|Migration checklist: 1) Identify key stakeholders. 2) Conduct initial assessment. 3) Review requirements thoroughly. 4) Monitor progress closely. 5) Prepare detailed proposal. [ID: 2842]|{"account_id": "ACC-151", "region": "Southeast", "product_line": "SMB"}
-user-003|knowledge_vault|HubSpot Configuration: URL: https://app.company.com, Access Token: 45cyl67o70mj008vt91epf63ooehngr7rdoeuemmwspngxaotshw5zvov5orcquq, Webhook: https://hooks.company.com/9dxno2shacrnlu5fcdp98lklt0i2nao7, Settings: Retry: 3, Timeout: 39s [ID: 2843]|{"account_id": "ACC-142", "region": "Northwest", "product_line": "Enterprise"}
+user-003|knowledge|HubSpot Configuration: URL: https://app.company.com, Access Token: 45cyl67o70mj008vt91epf63ooehngr7rdoeuemmwspngxaotshw5zvov5orcquq, Webhook: https://hooks.company.com/9dxno2shacrnlu5fcdp98lklt0i2nao7, Settings: Retry: 3, Timeout: 39s [ID: 2843]|{"account_id": "ACC-142", "region": "Northwest", "product_line": "Enterprise"}
user-004|semantic|Lead Qualification Framework is an essential tool for modern business. It provides benefits such as increased efficiency, better decision making, and improved ROI. [ID: 2844]|{"account_id": "ACC-026", "region": "Central", "product_line": "Platform"}
user-005|core|I'm Grace Taylor, VP of Operations at NextGen Tech. My focus areas are cloud architecture and customer engagement. [ID: 2845]|{"account_id": "ACC-189", "region": "Northeast", "product_line": "Integration"}
-user-003|knowledge_vault|Zendesk Configuration: URL: https://app.company.com, Access Token: wuy06flhe42l1ru0m52ne82q2b97xg9xqou0jgetg5wmoafg60dpl3is2ef3jj9o, Webhook: https://hooks.company.com/z9wt325u7e59piz76y4d3rr1xeq0jjg5, Settings: Retry: 7, Timeout: 115s [ID: 2846]|{"account_id": "ACC-182", "region": "International", "product_line": "Security"}
+user-003|knowledge|Zendesk Configuration: URL: https://app.company.com, Access Token: wuy06flhe42l1ru0m52ne82q2b97xg9xqou0jgetg5wmoafg60dpl3is2ef3jj9o, Webhook: https://hooks.company.com/z9wt325u7e59piz76y4d3rr1xeq0jjg5, Settings: Retry: 7, Timeout: 115s [ID: 2846]|{"account_id": "ACC-182", "region": "International", "product_line": "Security"}
user-005|core|Emma Wilson here - I'm the VP of Operations for TechCorp's operations team. [ID: 2847]|{"account_id": "ACC-045", "region": "Central", "product_line": "Analytics"}
user-003|procedural|Opportunity management workflow: Step 1 - Identify key stakeholders. Step 2 - Conduct initial assessment. Step 3 - Collect feedback regularly. Step 4 - Negotiate terms and pricing. Step 5 - Finalize documentation. [ID: 2848]|{"account_id": "ACC-104", "region": "Northwest", "product_line": "Cloud"}
-user-004|knowledge_vault|Salesforce Configuration: URL: https://app.company.com, Access Token: 5n5iw24ovyf82vb9dhfl5k6toea0lm5td4kxgaihp691t51pv0du5eehpoevopye, Webhook: https://hooks.company.com/a6840tqybwi2n2cmc8xyjfiwwdd1krzg, Settings: Retry: 8, Timeout: 93s [ID: 2849]|{"account_id": "ACC-009", "region": "Northeast", "product_line": "Analytics"}
+user-004|knowledge|Salesforce Configuration: URL: https://app.company.com, Access Token: 5n5iw24ovyf82vb9dhfl5k6toea0lm5td4kxgaihp691t51pv0du5eehpoevopye, Webhook: https://hooks.company.com/a6840tqybwi2n2cmc8xyjfiwwdd1krzg, Settings: Retry: 8, Timeout: 93s [ID: 2849]|{"account_id": "ACC-009", "region": "Northeast", "product_line": "Analytics"}
user-002|procedural|Migration checklist: 1) Schedule implementation. 2) Present to decision makers. 3) Review requirements thoroughly. 4) Collect feedback regularly. 5) Prepare detailed proposal. [ID: 2850]|{"account_id": "ACC-043", "region": "Central", "product_line": "SMB"}
user-001|procedural|Review checklist: 1) Review requirements thoroughly. 2) Identify key stakeholders. 3) Negotiate terms and pricing. 4) Finalize documentation. 5) Monitor progress closely. [ID: 2851]|{"account_id": "ACC-074", "region": "Northeast", "product_line": "Platform"}
-user-005|knowledge_vault|Zendesk Configuration: URL: https://portal.company.com, Access Token: z6om0ve347ei8bun5z8j6f1jj4uw5zt1uq7wjqwr42p1yvdxiaeb4f9en2lqr6r3, Webhook: https://hooks.company.com/qbgy88chojl3mhgyo5n13kdkrwajtyr2, Settings: Retry: 10, Timeout: 102s [ID: 2852]|{"account_id": "ACC-119", "region": "Northeast", "product_line": "Cloud"}
+user-005|knowledge|Zendesk Configuration: URL: https://portal.company.com, Access Token: z6om0ve347ei8bun5z8j6f1jj4uw5zt1uq7wjqwr42p1yvdxiaeb4f9en2lqr6r3, Webhook: https://hooks.company.com/qbgy88chojl3mhgyo5n13kdkrwajtyr2, Settings: Retry: 10, Timeout: 102s [ID: 2852]|{"account_id": "ACC-119", "region": "Northeast", "product_line": "Cloud"}
user-003|episodic|This morning at 9:30 AM, I closed a deal with Global Enterprises worth $135K annually. The contract was signed after 1 months of negotiations. [ID: 2853]|{"account_id": "ACC-087", "region": "South", "product_line": "Cloud"}
user-003|semantic|Win Rate is a key metric for business performance. It helps organizations make data-driven decisions. Critical for strategic planning and optimization. [ID: 2854]|{"account_id": "ACC-133", "region": "East", "product_line": "Marketing"}
user-001|episodic|Last Thursday, I attended Networking Event at New York. Met 32 potential leads and scheduled 8 follow-up meetings. [ID: 2855]|{"account_id": "ACC-029", "region": "Southeast", "product_line": "Analytics"}
@@ -9441,7 +9441,7 @@ user-001|episodic|On Tuesday, I had a call with DataVision Inc regarding feature
user-004|procedural|Review checklist: 1) Negotiate terms and pricing. 2) Schedule implementation. 3) Prepare detailed proposal. 4) Document lessons learned. 5) Collect feedback regularly. [ID: 2857]|{"account_id": "ACC-139", "region": "East", "product_line": "Analytics"}
user-005|semantic|Sales Velocity is an essential tool for modern business. It provides benefits such as increased efficiency, better decision making, and improved ROI. [ID: 2858]|{"account_id": "ACC-020", "region": "Northwest", "product_line": "Enterprise"}
user-005|core|Profile update: Bob Smith, CTO position at CloudSystems, responsible for team leadership. [ID: 2859]|{"account_id": "ACC-118", "region": "Northeast", "product_line": "Security"}
-user-004|knowledge_vault|Backup Server Access: Server: dev-db-6.company.com, Port: 8080, Username: admin_8463, Password: H!B25SORMiXxm8wb, Additional: SSL: Required, Timeout: 31s [ID: 2860]|{"account_id": "ACC-101", "region": "Midwest", "product_line": "Marketing"}
+user-004|knowledge|Backup Server Access: Server: dev-db-6.company.com, Port: 8080, Username: admin_8463, Password: H!B25SORMiXxm8wb, Additional: SSL: Required, Timeout: 31s [ID: 2860]|{"account_id": "ACC-101", "region": "Midwest", "product_line": "Marketing"}
user-005|procedural|Audit checklist: 1) Prepare detailed proposal. 2) Identify key stakeholders. 3) Schedule implementation. 4) Address concerns and objections. 5) Collect feedback regularly. [ID: 2861]|{"account_id": "ACC-183", "region": "West", "product_line": "Integration"}
user-005|resource|# Comprehensive Product Pricing Guide
@@ -9509,7 +9509,7 @@ Always document throughout the process
## Resources
Training materials available on internal portal [ID: 2870]|{"account_id": "ACC-172", "region": "South", "product_line": "Integration"}
user-002|semantic|Customer Lifetime Value refers to the measurement of business outcomes. Key characteristics include measurable outcomes, actionable insights, and continuous improvement. [ID: 2871]|{"account_id": "ACC-050", "region": "Southeast", "product_line": "SMB"}
-user-005|knowledge_vault|Analytics Platform Access: Server: prod-db-1.company.com, Port: 3306, Username: admin_4318, Password: pthD8rjRbUCerf0O, Additional: SSL: Required, Timeout: 29s [ID: 2872]|{"account_id": "ACC-194", "region": "East", "product_line": "Operations"}
+user-005|knowledge|Analytics Platform Access: Server: prod-db-1.company.com, Port: 3306, Username: admin_4318, Password: pthD8rjRbUCerf0O, Additional: SSL: Required, Timeout: 29s [ID: 2872]|{"account_id": "ACC-194", "region": "East", "product_line": "Operations"}
user-001|core|Bob Smith here - I'm the Customer Success Manager for Digital Dynamics's engineering team. [ID: 2873]|{"account_id": "ACC-173", "region": "International", "product_line": "SMB"}
user-005|core|I'm Carol Davis, VP of Operations at Innovation Labs. My focus areas are business intelligence and customer engagement. [ID: 2874]|{"account_id": "ACC-067", "region": "West", "product_line": "Enterprise"}
user-001|core|I'm Frank Chen, working as CTO in Digital Dynamics. My key expertise is in customer engagement. [ID: 2875]|{"account_id": "ACC-103", "region": "Northwest", "product_line": "Analytics"}
@@ -9528,7 +9528,7 @@ We will implement strategic tactics to achieve our objectives. This includes hir
## Action Items
1) Complete by end of month 2) Review weekly progress 3) Adjust strategy as needed [ID: 2876]|{"account_id": "ACC-016", "region": "Central", "product_line": "Operations"}
-user-005|knowledge_vault|Slack Configuration: URL: https://dashboard.company.com, Access Token: swl80woh6xnkdozgthfgf7vuwt2eapf4l9fdl12u9a2eahyceqpc3zp5a3kmpsg6, Webhook: https://hooks.company.com/sqrs9d2zgjj5z7clva2gewtwqvgpn2sp, Settings: Retry: 9, Timeout: 118s [ID: 2877]|{"account_id": "ACC-006", "region": "South", "product_line": "Marketing"}
+user-005|knowledge|Slack Configuration: URL: https://dashboard.company.com, Access Token: swl80woh6xnkdozgthfgf7vuwt2eapf4l9fdl12u9a2eahyceqpc3zp5a3kmpsg6, Webhook: https://hooks.company.com/sqrs9d2zgjj5z7clva2gewtwqvgpn2sp, Settings: Retry: 9, Timeout: 118s [ID: 2877]|{"account_id": "ACC-006", "region": "South", "product_line": "Marketing"}
user-003|semantic|Win Rate is a key metric for business performance. It helps organizations make data-driven decisions. Critical for strategic planning and optimization. [ID: 2878]|{"account_id": "ACC-030", "region": "Midwest", "product_line": "Integration"}
user-002|semantic|Predictive Analytics is an essential tool for modern business. It provides benefits such as increased efficiency, better decision making, and improved ROI. [ID: 2879]|{"account_id": "ACC-113", "region": "South", "product_line": "Enterprise"}
user-003|semantic|Predictive Analytics is an essential tool for modern business. It provides benefits such as increased efficiency, better decision making, and improved ROI. [ID: 2880]|{"account_id": "ACC-006", "region": "Southwest", "product_line": "Operations"}
@@ -9574,7 +9574,7 @@ We will implement measured tactics to achieve our objectives. This includes hiri
## Action Items
1) Complete by mid-year 2) Review weekly progress 3) Adjust strategy as needed [ID: 2893]|{"account_id": "ACC-130", "region": "Northwest", "product_line": "Analytics"}
user-001|episodic|This morning at 13:30 AM, I closed a deal with CloudSystems worth $106K annually. The contract was signed after 5 months of negotiations. [ID: 2894]|{"account_id": "ACC-130", "region": "South", "product_line": "Financial"}
-user-002|knowledge_vault|Slack Configuration: URL: https://portal.company.com, Access Token: 9rpj5yghrvihw3y46l64ku4d6oomz5u3mejdurixjv4mftb1i7yx4k1kvsuln5zn, Webhook: https://hooks.company.com/utgoc1askge5026qk8wie24rs4v6e9l2, Settings: Retry: 10, Timeout: 34s [ID: 2895]|{"account_id": "ACC-141", "region": "East", "product_line": "Platform"}
+user-002|knowledge|Slack Configuration: URL: https://portal.company.com, Access Token: 9rpj5yghrvihw3y46l64ku4d6oomz5u3mejdurixjv4mftb1i7yx4k1kvsuln5zn, Webhook: https://hooks.company.com/utgoc1askge5026qk8wie24rs4v6e9l2, Settings: Retry: 10, Timeout: 34s [ID: 2895]|{"account_id": "ACC-141", "region": "East", "product_line": "Platform"}
user-005|resource|# Essential Product Pricing Guide
## Purpose
@@ -9629,7 +9629,7 @@ Training materials available on internal portal [ID: 2904]|{"account_id": "ACC-0
user-003|procedural|Pipeline review workflow: Step 1 - Address concerns and objections. Step 2 - Monitor progress closely. Step 3 - Review requirements thoroughly. Step 4 - Collect feedback regularly. Step 5 - Finalize documentation. [ID: 2905]|{"account_id": "ACC-167", "region": "South", "product_line": "Security"}
user-002|semantic|Net Promoter Score is a key metric for business performance. It helps organizations make data-driven decisions. Critical for strategic planning and optimization. [ID: 2906]|{"account_id": "ACC-187", "region": "Northwest", "product_line": "Cloud"}
user-002|procedural|Customer handoff workflow: Step 1 - Document lessons learned. Step 2 - Prepare detailed proposal. Step 3 - Finalize documentation. Step 4 - Review requirements thoroughly. Step 5 - Conduct initial assessment. [ID: 2907]|{"account_id": "ACC-101", "region": "East", "product_line": "Enterprise"}
-user-003|knowledge_vault|Slack Configuration: URL: https://dashboard.company.com, Access Token: suyaerkyj6gys3jlmmsc33640yjr7k2h1wi557m8rzw27cyt2n7vbbyfnp9md87m, Webhook: https://hooks.company.com/93mqvb59101mr2xlh72tb96d6cewnnp9, Settings: Retry: 7, Timeout: 113s [ID: 2908]|{"account_id": "ACC-071", "region": "Southeast", "product_line": "Operations"}
+user-003|knowledge|Slack Configuration: URL: https://dashboard.company.com, Access Token: suyaerkyj6gys3jlmmsc33640yjr7k2h1wi557m8rzw27cyt2n7vbbyfnp9md87m, Webhook: https://hooks.company.com/93mqvb59101mr2xlh72tb96d6cewnnp9, Settings: Retry: 7, Timeout: 113s [ID: 2908]|{"account_id": "ACC-071", "region": "Southeast", "product_line": "Operations"}
user-003|core|My name is Carol Davis and I work as a Product Manager at FinTech Solutions. I specialize in digital transformation. [ID: 2909]|{"account_id": "ACC-015", "region": "Northeast", "product_line": "Analytics"}
user-002|episodic|Last Monday, I attended Tech Conference at New York. Met 32 potential leads and scheduled 5 follow-up meetings. [ID: 2910]|{"account_id": "ACC-177", "region": "East", "product_line": "Analytics"}
user-001|episodic|On Friday at 11:00 PM, I had a contract negotiation with TechCorp. We discussed implementation timeline and scheduled technical workshop. [ID: 2911]|{"account_id": "ACC-102", "region": "Central", "product_line": "Financial"}
@@ -9665,7 +9665,7 @@ We will implement aggressive tactics to achieve our objectives. This includes hi
1) Complete by mid-year 2) Review weekly progress 3) Adjust strategy as needed [ID: 2913]|{"account_id": "ACC-142", "region": "Northwest", "product_line": "Platform"}
user-004|semantic|Sales Intelligence is an essential tool for modern business. It provides benefits such as increased efficiency, better decision making, and improved ROI. [ID: 2914]|{"account_id": "ACC-004", "region": "Northwest", "product_line": "SMB"}
user-003|episodic|Last Tuesday, I attended Trade Show at Austin. Met 34 potential leads and scheduled 14 follow-up meetings. [ID: 2915]|{"account_id": "ACC-005", "region": "Northwest", "product_line": "Security"}
-user-001|knowledge_vault|Monitoring System Access: Server: staging-db-1.company.com, Port: 5432, Username: admin_1030, Password: oPr1tgm1P7giyglD, Additional: SSL: Required, Timeout: 45s [ID: 2916]|{"account_id": "ACC-141", "region": "West", "product_line": "Integration"}
+user-001|knowledge|Monitoring System Access: Server: staging-db-1.company.com, Port: 5432, Username: admin_1030, Password: oPr1tgm1P7giyglD, Additional: SSL: Required, Timeout: 45s [ID: 2916]|{"account_id": "ACC-141", "region": "West", "product_line": "Integration"}
user-002|procedural|Opportunity management workflow: Step 1 - Present to decision makers. Step 2 - Conduct initial assessment. Step 3 - Address concerns and objections. Step 4 - Document lessons learned. Step 5 - Monitor progress closely. [ID: 2917]|{"account_id": "ACC-049", "region": "Northeast", "product_line": "Security"}
user-004|resource|# Comprehensive Customer Success Playbook
@@ -9684,14 +9684,14 @@ Always document throughout the process
Training materials available on internal portal [ID: 2918]|{"account_id": "ACC-015", "region": "East", "product_line": "Operations"}
user-002|core|I'm Alice Johnson, working as Sales Engineer in Innovation Labs. My key expertise is in B2B marketing. [ID: 2919]|{"account_id": "ACC-133", "region": "Northwest", "product_line": "Enterprise"}
user-005|semantic|Predictive Analytics is a key metric for business performance. It helps organizations make data-driven decisions. Critical for strategic planning and optimization. [ID: 2920]|{"account_id": "ACC-069", "region": "West", "product_line": "SMB"}
-user-005|knowledge_vault|Marketing Platform Credentials: API Key: sk_o46mcjgw0qld20tnbp141u0h63dxxes1, Secret: NF5H3DXZBY3NFZD4C4S3OMVJGVKATKYPFH6PGE8V, Endpoint: https://api.platform.com/v3, Region: us-west-2 [ID: 2921]|{"account_id": "ACC-156", "region": "East", "product_line": "SMB"}
+user-005|knowledge|Marketing Platform Credentials: API Key: sk_o46mcjgw0qld20tnbp141u0h63dxxes1, Secret: NF5H3DXZBY3NFZD4C4S3OMVJGVKATKYPFH6PGE8V, Endpoint: https://api.platform.com/v3, Region: us-west-2 [ID: 2921]|{"account_id": "ACC-156", "region": "East", "product_line": "SMB"}
user-002|core|Profile update: Grace Taylor, VP of Operations position at FinTech Solutions, responsible for product development. [ID: 2922]|{"account_id": "ACC-075", "region": "Northeast", "product_line": "SMB"}
user-002|semantic|Customer Data Platform refers to the measurement of business outcomes. Key characteristics include measurable outcomes, actionable insights, and continuous improvement. [ID: 2923]|{"account_id": "ACC-075", "region": "Midwest", "product_line": "Integration"}
user-004|core|My name is Frank Chen and I work as a Customer Success Manager at Quantum Systems. I specialize in B2B marketing. [ID: 2924]|{"account_id": "ACC-185", "region": "Southwest", "product_line": "Marketing"}
user-002|episodic|On Friday, I had a call with DataVision Inc regarding feature request. We resolved the problem within 6 hours and they agreed to upgrade their plan. [ID: 2925]|{"account_id": "ACC-164", "region": "Northwest", "product_line": "Operations"}
user-003|semantic|Pipeline Coverage refers to the measurement of business outcomes. Key characteristics include measurable outcomes, actionable insights, and continuous improvement. [ID: 2926]|{"account_id": "ACC-042", "region": "Northwest", "product_line": "Integration"}
-user-001|knowledge_vault|Analytics Platform Access: Server: prod-db-2.company.com, Port: 5432, Username: admin_2400, Password: eQfq9zg!wEZCUHLD, Additional: SSL: Required, Timeout: 11s [ID: 2927]|{"account_id": "ACC-057", "region": "Midwest", "product_line": "Financial"}
-user-002|knowledge_vault|Stripe Configuration: URL: https://portal.company.com, Access Token: oh97i6rcltocnzlowltbbf14zuyeyj5i4ofpr5xf545qp06gq2i46yp1zftczqyf, Webhook: https://hooks.company.com/x8hwx7zzuuajwp6nxamwzjr4co6r24ar, Settings: Retry: 5, Timeout: 41s [ID: 2928]|{"account_id": "ACC-146", "region": "Midwest", "product_line": "Financial"}
+user-001|knowledge|Analytics Platform Access: Server: prod-db-2.company.com, Port: 5432, Username: admin_2400, Password: eQfq9zg!wEZCUHLD, Additional: SSL: Required, Timeout: 11s [ID: 2927]|{"account_id": "ACC-057", "region": "Midwest", "product_line": "Financial"}
+user-002|knowledge|Stripe Configuration: URL: https://portal.company.com, Access Token: oh97i6rcltocnzlowltbbf14zuyeyj5i4ofpr5xf545qp06gq2i46yp1zftczqyf, Webhook: https://hooks.company.com/x8hwx7zzuuajwp6nxamwzjr4co6r24ar, Settings: Retry: 5, Timeout: 41s [ID: 2928]|{"account_id": "ACC-146", "region": "Midwest", "product_line": "Financial"}
user-001|resource|# Market Analysis Report
## Overview
@@ -9757,7 +9757,7 @@ Always communicate throughout the process
Training materials available on internal portal [ID: 2935]|{"account_id": "ACC-135", "region": "South", "product_line": "Financial"}
user-002|episodic|Yesterday at 14:30 PM, I conducted a presentation for Smart Solutions. The feedback was very positive. [ID: 2936]|{"account_id": "ACC-007", "region": "South", "product_line": "Financial"}
user-005|episodic|Last Monday, I attended Industry Summit at Boston. Met 45 potential leads and scheduled 11 follow-up meetings. [ID: 2937]|{"account_id": "ACC-169", "region": "West", "product_line": "Operations"}
-user-004|knowledge_vault|Marketing Platform Credentials: API Key: sk_27ob2yb7wred4u82jp8dcbotgeku2bll, Secret: IEVH0LYESENMT6CL1A7V74AJ4IE1FO3WD8ECD5PA, Endpoint: https://api.platform.com/v1, Region: ap-southeast-1 [ID: 2938]|{"account_id": "ACC-140", "region": "Midwest", "product_line": "Platform"}
+user-004|knowledge|Marketing Platform Credentials: API Key: sk_27ob2yb7wred4u82jp8dcbotgeku2bll, Secret: IEVH0LYESENMT6CL1A7V74AJ4IE1FO3WD8ECD5PA, Endpoint: https://api.platform.com/v1, Region: ap-southeast-1 [ID: 2938]|{"account_id": "ACC-140", "region": "Midwest", "product_line": "Platform"}
user-005|episodic|Yesterday at 12:30 PM, I conducted a consultation for FinTech Solutions. We identified next steps. [ID: 2939]|{"account_id": "ACC-095", "region": "Midwest", "product_line": "SMB"}
user-004|core|My name is Grace Taylor and I work as a Business Development Manager at CloudSystems. I specialize in technical consulting. [ID: 2940]|{"account_id": "ACC-127", "region": "Southeast", "product_line": "Analytics"}
user-005|episodic|On Wednesday at 14:30 AM, I had a quarterly business review with Quantum Systems. We discussed new feature requirements and identified key pain points. [ID: 2941]|{"account_id": "ACC-115", "region": "Northeast", "product_line": "SMB"}
@@ -9776,10 +9776,10 @@ We will implement strategic tactics to achieve our objectives. This includes hir
## Action Items
1) Complete by end of month 2) Review weekly progress 3) Adjust strategy as needed [ID: 2942]|{"account_id": "ACC-039", "region": "Southwest", "product_line": "Platform"}
-user-002|knowledge_vault|Slack Configuration: URL: https://portal.company.com, Access Token: fbk5sn5xsiolx0x3ygsec5o3e898kj418v9devvi0b6ls8r7e2k8q8x0b14jhldk, Webhook: https://hooks.company.com/90rc4uh9b5zr28c80w8h0gas6qwuh1rx, Settings: Retry: 9, Timeout: 101s [ID: 2943]|{"account_id": "ACC-082", "region": "West", "product_line": "Marketing"}
+user-002|knowledge|Slack Configuration: URL: https://portal.company.com, Access Token: fbk5sn5xsiolx0x3ygsec5o3e898kj418v9devvi0b6ls8r7e2k8q8x0b14jhldk, Webhook: https://hooks.company.com/90rc4uh9b5zr28c80w8h0gas6qwuh1rx, Settings: Retry: 9, Timeout: 101s [ID: 2943]|{"account_id": "ACC-082", "region": "West", "product_line": "Marketing"}
user-001|semantic|Pipeline Coverage is an essential tool for modern business. It provides benefits such as increased efficiency, better decision making, and improved ROI. [ID: 2944]|{"account_id": "ACC-176", "region": "Central", "product_line": "Platform"}
user-005|semantic|Net Promoter Score refers to the measurement of business outcomes. Key characteristics include measurable outcomes, actionable insights, and continuous improvement. [ID: 2945]|{"account_id": "ACC-179", "region": "East", "product_line": "Security"}
-user-003|knowledge_vault|Production Database Access: Server: prod-db-8.company.com, Port: 8080, Username: admin_6957, Password: JziSK39WzPdB%ZQq, Additional: SSL: Required, Timeout: 24s [ID: 2946]|{"account_id": "ACC-096", "region": "Southwest", "product_line": "Enterprise"}
+user-003|knowledge|Production Database Access: Server: prod-db-8.company.com, Port: 8080, Username: admin_6957, Password: JziSK39WzPdB%ZQq, Additional: SSL: Required, Timeout: 24s [ID: 2946]|{"account_id": "ACC-096", "region": "Southwest", "product_line": "Enterprise"}
user-005|resource|# Market Analysis Report
## Overview
@@ -9813,7 +9813,7 @@ We will implement aggressive tactics to achieve our objectives. This includes hi
user-002|core|Profile update: Jack Anderson, Marketing Director position at Global Enterprises, responsible for customer retention. [ID: 2949]|{"account_id": "ACC-122", "region": "Northwest", "product_line": "Financial"}
user-003|semantic|Predictive Analytics is a key metric for business performance. It helps organizations make data-driven decisions. Critical for strategic planning and optimization. [ID: 2950]|{"account_id": "ACC-185", "region": "East", "product_line": "Enterprise"}
user-003|core|Profile update: Grace Taylor, Solutions Architect position at TechCorp, responsible for product development. [ID: 2951]|{"account_id": "ACC-058", "region": "Midwest", "product_line": "Platform"}
-user-003|knowledge_vault|Slack Configuration: URL: https://portal.company.com, Access Token: v133lfk20va2jmksitkomi77p72tk8cxkhgp6pfgqrx7mbzawkbjtln0e0qyv01a, Webhook: https://hooks.company.com/erepwi6m3a5tljqqqa40fg716hwyv0nl, Settings: Retry: 10, Timeout: 73s [ID: 2952]|{"account_id": "ACC-050", "region": "Midwest", "product_line": "Analytics"}
+user-003|knowledge|Slack Configuration: URL: https://portal.company.com, Access Token: v133lfk20va2jmksitkomi77p72tk8cxkhgp6pfgqrx7mbzawkbjtln0e0qyv01a, Webhook: https://hooks.company.com/erepwi6m3a5tljqqqa40fg716hwyv0nl, Settings: Retry: 10, Timeout: 73s [ID: 2952]|{"account_id": "ACC-050", "region": "Midwest", "product_line": "Analytics"}
user-003|procedural|Customer handoff workflow: Step 1 - Prepare detailed proposal. Step 2 - Monitor progress closely. Step 3 - Conduct initial assessment. Step 4 - Collect feedback regularly. Step 5 - Address concerns and objections. [ID: 2953]|{"account_id": "ACC-035", "region": "South", "product_line": "Integration"}
user-005|resource|# Essential Q4 Sales Strategy
@@ -9832,7 +9832,7 @@ Always validate throughout the process
Training materials available on internal portal [ID: 2954]|{"account_id": "ACC-083", "region": "Southeast", "product_line": "Operations"}
user-001|semantic|CRM Platform refers to the measurement of business outcomes. Key characteristics include measurable outcomes, actionable insights, and continuous improvement. [ID: 2955]|{"account_id": "ACC-098", "region": "Central", "product_line": "Security"}
user-001|core|My name is Bob Smith and I work as a Account Executive at Global Enterprises. I specialize in customer engagement. [ID: 2956]|{"account_id": "ACC-148", "region": "South", "product_line": "Cloud"}
-user-004|knowledge_vault|Data Warehouse Credentials: API Key: sk_heqfq1benvvqh6fobs17cneyp4zx22k0, Secret: 2KD6AYT1BCJ83U5W5GRY5E0TF97NPN1B66EY4YNU, Endpoint: https://api.system.com/v3, Region: us-east-1 [ID: 2957]|{"account_id": "ACC-132", "region": "South", "product_line": "Security"}
+user-004|knowledge|Data Warehouse Credentials: API Key: sk_heqfq1benvvqh6fobs17cneyp4zx22k0, Secret: 2KD6AYT1BCJ83U5W5GRY5E0TF97NPN1B66EY4YNU, Endpoint: https://api.system.com/v3, Region: us-east-1 [ID: 2957]|{"account_id": "ACC-132", "region": "South", "product_line": "Security"}
user-001|procedural|Opportunity management workflow: Step 1 - Address concerns and objections. Step 2 - Finalize documentation. Step 3 - Conduct initial assessment. Step 4 - Monitor progress closely. Step 5 - Schedule implementation. [ID: 2958]|{"account_id": "ACC-045", "region": "Southwest", "product_line": "Enterprise"}
user-002|core|I'm Iris Martinez, Customer Success Manager at CloudSystems. My focus areas are digital transformation and customer engagement. [ID: 2959]|{"account_id": "ACC-123", "region": "Southeast", "product_line": "Analytics"}
user-005|semantic|Sales Intelligence is a key metric for business performance. It helps organizations make data-driven decisions. Critical for strategic planning and optimization. [ID: 2960]|{"account_id": "ACC-067", "region": "South", "product_line": "Cloud"}
@@ -9921,7 +9921,7 @@ Always document throughout the process
Training materials available on internal portal [ID: 2973]|{"account_id": "ACC-170", "region": "East", "product_line": "Integration"}
user-005|core|Carol Davis here - I'm the Account Executive for DataVision Inc's engineering team. [ID: 2974]|{"account_id": "ACC-111", "region": "West", "product_line": "Enterprise"}
user-004|episodic|Last Monday, I attended Trade Show at New York. Met 32 potential leads and scheduled 15 follow-up meetings. [ID: 2975]|{"account_id": "ACC-110", "region": "Southwest", "product_line": "Operations"}
-user-005|knowledge_vault|Zendesk Configuration: URL: https://dashboard.company.com, Access Token: ge2ehxcdnc8vixao7qnwj96p1nlh76mawkojwq16oj0xswf4nafrvydx5dmx9hh0, Webhook: https://hooks.company.com/4uxyhzqn6x57exitmrwgo7kepj7pl2lq, Settings: Retry: 3, Timeout: 112s [ID: 2976]|{"account_id": "ACC-063", "region": "Northwest", "product_line": "SMB"}
+user-005|knowledge|Zendesk Configuration: URL: https://dashboard.company.com, Access Token: ge2ehxcdnc8vixao7qnwj96p1nlh76mawkojwq16oj0xswf4nafrvydx5dmx9hh0, Webhook: https://hooks.company.com/4uxyhzqn6x57exitmrwgo7kepj7pl2lq, Settings: Retry: 3, Timeout: 112s [ID: 2976]|{"account_id": "ACC-063", "region": "Northwest", "product_line": "SMB"}
user-001|resource|# Customer Success Playbook
## Overview
@@ -9991,7 +9991,7 @@ Always validate throughout the process
Training materials available on internal portal [ID: 2987]|{"account_id": "ACC-041", "region": "West", "product_line": "Platform"}
user-004|episodic|Yesterday at 9:00 PM, I conducted a consultation for Global Enterprises. The feedback was very positive. [ID: 2988]|{"account_id": "ACC-135", "region": "Northeast", "product_line": "Cloud"}
user-001|semantic|Conversation Intelligence is an essential tool for modern business. It provides benefits such as increased efficiency, better decision making, and improved ROI. [ID: 2989]|{"account_id": "ACC-071", "region": "Central", "product_line": "Security"}
-user-002|knowledge_vault|Slack Configuration: URL: https://portal.company.com, Access Token: z2ulnxxx3ics7pt1ud2wk60jlt08hk0cljjrh9h433yx6ckrr2b740578mczkvmq, Webhook: https://hooks.company.com/9zmpemizcuv8yhqe8aoncmumyot2s6vc, Settings: Retry: 8, Timeout: 103s [ID: 2990]|{"account_id": "ACC-012", "region": "East", "product_line": "Financial"}
+user-002|knowledge|Slack Configuration: URL: https://portal.company.com, Access Token: z2ulnxxx3ics7pt1ud2wk60jlt08hk0cljjrh9h433yx6ckrr2b740578mczkvmq, Webhook: https://hooks.company.com/9zmpemizcuv8yhqe8aoncmumyot2s6vc, Settings: Retry: 8, Timeout: 103s [ID: 2990]|{"account_id": "ACC-012", "region": "East", "product_line": "Financial"}
user-003|core|Profile update: Frank Chen, Business Development Manager position at Digital Dynamics, responsible for revenue growth. [ID: 2991]|{"account_id": "ACC-163", "region": "International", "product_line": "SMB"}
user-004|procedural|Contract negotiation workflow: Step 1 - Schedule implementation. Step 2 - Monitor progress closely. Step 3 - Conduct initial assessment. Step 4 - Finalize documentation. Step 5 - Document lessons learned. [ID: 2992]|{"account_id": "ACC-154", "region": "Midwest", "product_line": "Marketing"}
user-005|resource|# Comprehensive Sales Enablement Plan
@@ -10031,7 +10031,7 @@ user-005|semantic|Win Rate is a key metric for business performance. It helps or
user-003|episodic|Yesterday at 16:30 PM, I conducted a consultation for Quantum Systems. The feedback was very positive. [ID: 2999]|{"account_id": "ACC-166", "region": "International", "product_line": "Security"}
user-003|core|My name is Emma Wilson and I work as a Solutions Architect at Global Enterprises. I specialize in technical consulting. [ID: 3000]|{"account_id": "ACC-189", "region": "Central", "product_line": "Integration"}
user-005|semantic|Revenue Operations is a key metric for business performance. It helps organizations make data-driven decisions. Critical for strategic planning and optimization. [ID: 3001]|{"account_id": "ACC-052", "region": "Southwest", "product_line": "Enterprise"}
-user-003|knowledge_vault|File Storage Access: Server: dev-db-2.company.com, Port: 6379, Username: admin_5468, Password: bdw6F@0FHQf8FU67, Additional: SSL: Required, Timeout: 31s [ID: 3002]|{"account_id": "ACC-098", "region": "Southwest", "product_line": "Marketing"}
+user-003|knowledge|File Storage Access: Server: dev-db-2.company.com, Port: 6379, Username: admin_5468, Password: bdw6F@0FHQf8FU67, Additional: SSL: Required, Timeout: 31s [ID: 3002]|{"account_id": "ACC-098", "region": "Southwest", "product_line": "Marketing"}
user-003|resource|# Complete Competitive Analysis
## Purpose
@@ -10090,12 +10090,12 @@ We will implement aggressive tactics to achieve our objectives. This includes hi
## Action Items
1) Complete by mid-year 2) Review weekly progress 3) Adjust strategy as needed [ID: 3018]|{"account_id": "ACC-143", "region": "East", "product_line": "SMB"}
-user-005|knowledge_vault|Stripe Configuration: URL: https://app.company.com, Access Token: su0ipvs8829kq8yhsksyrpsmvvp9imeqd03ugzqgdyyub6i6k6d1u8hdpymwqc4w, Webhook: https://hooks.company.com/1kytjqh8ht43gnbwb8310nqdeplhdk6y, Settings: Retry: 7, Timeout: 92s [ID: 3019]|{"account_id": "ACC-131", "region": "International", "product_line": "Financial"}
+user-005|knowledge|Stripe Configuration: URL: https://app.company.com, Access Token: su0ipvs8829kq8yhsksyrpsmvvp9imeqd03ugzqgdyyub6i6k6d1u8hdpymwqc4w, Webhook: https://hooks.company.com/1kytjqh8ht43gnbwb8310nqdeplhdk6y, Settings: Retry: 7, Timeout: 92s [ID: 3019]|{"account_id": "ACC-131", "region": "International", "product_line": "Financial"}
user-002|procedural|Audit checklist: 1) Negotiate terms and pricing. 2) Identify key stakeholders. 3) Conduct initial assessment. 4) Present to decision makers. 5) Schedule implementation. [ID: 3020]|{"account_id": "ACC-096", "region": "South", "product_line": "Integration"}
-user-002|knowledge_vault|Stripe Configuration: URL: https://portal.company.com, Access Token: 6ue5eobx9zavbskqoszu7pgk4hum9q61gctbn04ph8k1m0nlig3ehn9eh00v13tc, Webhook: https://hooks.company.com/66d16xh3890vadtvuo9gqmmuy4kggy8h, Settings: Retry: 8, Timeout: 108s [ID: 3021]|{"account_id": "ACC-150", "region": "International", "product_line": "SMB"}
+user-002|knowledge|Stripe Configuration: URL: https://portal.company.com, Access Token: 6ue5eobx9zavbskqoszu7pgk4hum9q61gctbn04ph8k1m0nlig3ehn9eh00v13tc, Webhook: https://hooks.company.com/66d16xh3890vadtvuo9gqmmuy4kggy8h, Settings: Retry: 8, Timeout: 108s [ID: 3021]|{"account_id": "ACC-150", "region": "International", "product_line": "SMB"}
user-004|procedural|My competitive analysis process: First, Collect feedback regularly. Second, Finalize documentation. Third, Review requirements thoroughly. Fourth, Identify key stakeholders. Finally, Address concerns and objections. [ID: 3022]|{"account_id": "ACC-080", "region": "Midwest", "product_line": "Integration"}
user-002|procedural|Escalation handling workflow: Step 1 - Finalize documentation. Step 2 - Schedule implementation. Step 3 - Identify key stakeholders. Step 4 - Conduct initial assessment. Step 5 - Negotiate terms and pricing. [ID: 3023]|{"account_id": "ACC-074", "region": "West", "product_line": "Cloud"}
-user-001|knowledge_vault|Salesforce API Credentials: API Key: sk_yusuog5lr284i2bztoczr9gka0mfq08z, Secret: 5QN213NRZWFLQ66BW7WJVUFWF0DAYFPMQG16OXOI, Endpoint: https://api.platform.com/v2, Region: us-east-1 [ID: 3024]|{"account_id": "ACC-166", "region": "Southeast", "product_line": "Enterprise"}
+user-001|knowledge|Salesforce API Credentials: API Key: sk_yusuog5lr284i2bztoczr9gka0mfq08z, Secret: 5QN213NRZWFLQ66BW7WJVUFWF0DAYFPMQG16OXOI, Endpoint: https://api.platform.com/v2, Region: us-east-1 [ID: 3024]|{"account_id": "ACC-166", "region": "Southeast", "product_line": "Enterprise"}
user-003|procedural|Review checklist: 1) Finalize documentation. 2) Document lessons learned. 3) Address concerns and objections. 4) Review requirements thoroughly. 5) Collect feedback regularly. [ID: 3025]|{"account_id": "ACC-136", "region": "Northwest", "product_line": "Analytics"}
user-001|core|I'm Emma Wilson, Marketing Director at DataVision Inc. My focus areas are AI solutions and data analytics. [ID: 3026]|{"account_id": "ACC-199", "region": "Central", "product_line": "Operations"}
user-003|episodic|This morning at 9:00 AM, I closed a deal with FinTech Solutions worth $148K annually. The contract was signed after 4 months of negotiations. [ID: 3027]|{"account_id": "ACC-139", "region": "International", "product_line": "Analytics"}
@@ -10163,7 +10163,7 @@ Always validate throughout the process
## Resources
Training materials available on internal portal [ID: 3034]|{"account_id": "ACC-029", "region": "Southwest", "product_line": "Cloud"}
user-005|procedural|Opportunity management workflow: Step 1 - Identify key stakeholders. Step 2 - Present to decision makers. Step 3 - Negotiate terms and pricing. Step 4 - Finalize documentation. Step 5 - Document lessons learned. [ID: 3035]|{"account_id": "ACC-098", "region": "Central", "product_line": "Platform"}
-user-005|knowledge_vault|Salesforce Configuration: URL: https://dashboard.company.com, Access Token: msuoexm3g4zb2ku7yyxzzve8hb8a0hcggg6zu1u8hra7y3ut1jloi2owayu20p12, Webhook: https://hooks.company.com/2fx9u1xd7473gu3thx4chzch2qsiubq6, Settings: Retry: 7, Timeout: 47s [ID: 3036]|{"account_id": "ACC-029", "region": "East", "product_line": "Analytics"}
+user-005|knowledge|Salesforce Configuration: URL: https://dashboard.company.com, Access Token: msuoexm3g4zb2ku7yyxzzve8hb8a0hcggg6zu1u8hra7y3ut1jloi2owayu20p12, Webhook: https://hooks.company.com/2fx9u1xd7473gu3thx4chzch2qsiubq6, Settings: Retry: 7, Timeout: 47s [ID: 3036]|{"account_id": "ACC-029", "region": "East", "product_line": "Analytics"}
user-003|procedural|My sales qualification process: First, Finalize documentation. Second, Conduct initial assessment. Third, Identify key stakeholders. Fourth, Review requirements thoroughly. Finally, Schedule implementation. [ID: 3037]|{"account_id": "ACC-039", "region": "Northwest", "product_line": "Analytics"}
user-002|procedural|Audit checklist: 1) Prepare detailed proposal. 2) Identify key stakeholders. 3) Address concerns and objections. 4) Schedule implementation. 5) Review requirements thoroughly. [ID: 3038]|{"account_id": "ACC-043", "region": "International", "product_line": "Marketing"}
user-001|semantic|Customer Data Platform is an essential tool for modern business. It provides benefits such as increased efficiency, better decision making, and improved ROI. [ID: 3039]|{"account_id": "ACC-091", "region": "Southeast", "product_line": "Enterprise"}
@@ -10184,7 +10184,7 @@ We will implement aggressive tactics to achieve our objectives. This includes hi
## Action Items
1) Complete by mid-year 2) Review weekly progress 3) Adjust strategy as needed [ID: 3042]|{"account_id": "ACC-158", "region": "International", "product_line": "Security"}
-user-001|knowledge_vault|Monitoring System Access: Server: staging-db-7.company.com, Port: 5432, Username: admin_5003, Password: 7eBpCRWEG!jVhCJ#, Additional: SSL: Required, Timeout: 52s [ID: 3043]|{"account_id": "ACC-095", "region": "East", "product_line": "Operations"}
+user-001|knowledge|Monitoring System Access: Server: staging-db-7.company.com, Port: 5432, Username: admin_5003, Password: 7eBpCRWEG!jVhCJ#, Additional: SSL: Required, Timeout: 52s [ID: 3043]|{"account_id": "ACC-095", "region": "East", "product_line": "Operations"}
user-003|procedural|Deal approval workflow: Step 1 - Collect feedback regularly. Step 2 - Conduct initial assessment. Step 3 - Negotiate terms and pricing. Step 4 - Schedule implementation. Step 5 - Prepare detailed proposal. [ID: 3044]|{"account_id": "ACC-177", "region": "West", "product_line": "Marketing"}
user-003|episodic|Yesterday at 16:30 AM, I conducted a product demo for Digital Dynamics. Deal moved to final stage. [ID: 3045]|{"account_id": "ACC-012", "region": "East", "product_line": "Security"}
user-001|resource|# Territory Assignment
@@ -10300,7 +10300,7 @@ We will implement strategic tactics to achieve our objectives. This includes hir
## Action Items
1) Complete by end of month 2) Review weekly progress 3) Adjust strategy as needed [ID: 3074]|{"account_id": "ACC-064", "region": "Southwest", "product_line": "Enterprise"}
-user-003|knowledge_vault|Production Database Access: Server: staging-db-9.company.com, Port: 6379, Username: admin_2748, Password: k1SPVmLnlSntD!ql, Additional: SSL: Required, Timeout: 10s [ID: 3075]|{"account_id": "ACC-065", "region": "Northwest", "product_line": "Marketing"}
+user-003|knowledge|Production Database Access: Server: staging-db-9.company.com, Port: 6379, Username: admin_2748, Password: k1SPVmLnlSntD!ql, Additional: SSL: Required, Timeout: 10s [ID: 3075]|{"account_id": "ACC-065", "region": "Northwest", "product_line": "Marketing"}
user-001|procedural|Escalation handling workflow: Step 1 - Present to decision makers. Step 2 - Identify key stakeholders. Step 3 - Prepare detailed proposal. Step 4 - Document lessons learned. Step 5 - Collect feedback regularly. [ID: 3076]|{"account_id": "ACC-189", "region": "Southwest", "product_line": "Enterprise"}
user-003|core|Grace Taylor here - I'm the Product Manager for TechCorp's marketing team. [ID: 3077]|{"account_id": "ACC-129", "region": "Northeast", "product_line": "Operations"}
user-005|procedural|Migration checklist: 1) Document lessons learned. 2) Collect feedback regularly. 3) Identify key stakeholders. 4) Negotiate terms and pricing. 5) Prepare detailed proposal. [ID: 3078]|{"account_id": "ACC-195", "region": "East", "product_line": "SMB"}
@@ -10322,9 +10322,9 @@ Always document throughout the process
## Resources
Training materials available on internal portal [ID: 3082]|{"account_id": "ACC-167", "region": "East", "product_line": "Cloud"}
-user-003|knowledge_vault|Slack Configuration: URL: https://portal.company.com, Access Token: zrj66ipn2wvhf3tmyovggifj5ca4l2f6xn1lufjbe57u16v125uozchfolvz2yhx, Webhook: https://hooks.company.com/0oh1b1xd48j4yu3bhmyl2ggr1g6qe073, Settings: Retry: 6, Timeout: 76s [ID: 3083]|{"account_id": "ACC-001", "region": "Midwest", "product_line": "Platform"}
-user-002|knowledge_vault|HubSpot Configuration: URL: https://dashboard.company.com, Access Token: l37kurl4y0ztdgie610k0a96levtfechkj3c32k36uk1nuwohldrhg6k14jginal, Webhook: https://hooks.company.com/qzhn3e074wuf9kp46jyoqc1wskb3adg5, Settings: Retry: 5, Timeout: 60s [ID: 3084]|{"account_id": "ACC-165", "region": "South", "product_line": "Marketing"}
-user-001|knowledge_vault|Stripe Configuration: URL: https://dashboard.company.com, Access Token: g9waixsyhyaj66pxz99wc2viyw2x13o3yqe7eiht8op1yc015wwgnkbcdakjztjg, Webhook: https://hooks.company.com/aqig7q16ztivh0oa4n13zznsbve9dhm2, Settings: Retry: 9, Timeout: 71s [ID: 3085]|{"account_id": "ACC-026", "region": "Southeast", "product_line": "SMB"}
+user-003|knowledge|Slack Configuration: URL: https://portal.company.com, Access Token: zrj66ipn2wvhf3tmyovggifj5ca4l2f6xn1lufjbe57u16v125uozchfolvz2yhx, Webhook: https://hooks.company.com/0oh1b1xd48j4yu3bhmyl2ggr1g6qe073, Settings: Retry: 6, Timeout: 76s [ID: 3083]|{"account_id": "ACC-001", "region": "Midwest", "product_line": "Platform"}
+user-002|knowledge|HubSpot Configuration: URL: https://dashboard.company.com, Access Token: l37kurl4y0ztdgie610k0a96levtfechkj3c32k36uk1nuwohldrhg6k14jginal, Webhook: https://hooks.company.com/qzhn3e074wuf9kp46jyoqc1wskb3adg5, Settings: Retry: 5, Timeout: 60s [ID: 3084]|{"account_id": "ACC-165", "region": "South", "product_line": "Marketing"}
+user-001|knowledge|Stripe Configuration: URL: https://dashboard.company.com, Access Token: g9waixsyhyaj66pxz99wc2viyw2x13o3yqe7eiht8op1yc015wwgnkbcdakjztjg, Webhook: https://hooks.company.com/aqig7q16ztivh0oa4n13zznsbve9dhm2, Settings: Retry: 9, Timeout: 71s [ID: 3085]|{"account_id": "ACC-026", "region": "Southeast", "product_line": "SMB"}
user-003|episodic|On Thursday, I had a call with Global Enterprises regarding billing discrepancy. We resolved the problem within 1 hours and they agreed to expand to more users. [ID: 3086]|{"account_id": "ACC-088", "region": "West", "product_line": "Security"}
user-001|core|I'm Frank Chen, working as CTO in TechCorp. My key expertise is in technical consulting. [ID: 3087]|{"account_id": "ACC-053", "region": "Midwest", "product_line": "Financial"}
user-003|episodic|On Tuesday at 9:30 PM, I had a escalation meeting with Innovation Labs. We discussed expansion plans for Q4 and received approval for pilot program. [ID: 3088]|{"account_id": "ACC-130", "region": "Southeast", "product_line": "Analytics"}
@@ -10344,7 +10344,7 @@ We will implement aggressive tactics to achieve our objectives. This includes hi
## Action Items
1) Complete by mid-year 2) Review weekly progress 3) Adjust strategy as needed [ID: 3089]|{"account_id": "ACC-184", "region": "South", "product_line": "Marketing"}
user-002|episodic|Last Thursday, I attended Trade Show at San Francisco. Met 29 potential leads and scheduled 14 follow-up meetings. [ID: 3090]|{"account_id": "ACC-107", "region": "West", "product_line": "SMB"}
-user-003|knowledge_vault|Payment Gateway Credentials: API Key: sk_iy6s6rp0qpl165w2by5hj25o7vzg3ia5, Secret: PLTZ5L571ROJPUYZ7KXN7RB9P3GFPRYXF5K0XIHD, Endpoint: https://api.platform.com/v2, Region: eu-west-1 [ID: 3091]|{"account_id": "ACC-190", "region": "Northwest", "product_line": "Integration"}
+user-003|knowledge|Payment Gateway Credentials: API Key: sk_iy6s6rp0qpl165w2by5hj25o7vzg3ia5, Secret: PLTZ5L571ROJPUYZ7KXN7RB9P3GFPRYXF5K0XIHD, Endpoint: https://api.platform.com/v2, Region: eu-west-1 [ID: 3091]|{"account_id": "ACC-190", "region": "Northwest", "product_line": "Integration"}
user-005|episodic|On Thursday, I had a call with Smart Solutions regarding feature request. We resolved the problem within 3 hours and they agreed to upgrade their plan. [ID: 3092]|{"account_id": "ACC-067", "region": "Southeast", "product_line": "Platform"}
user-005|episodic|This morning at 10:00 PM, I closed a deal with Digital Dynamics worth $417K annually. The contract was signed after 4 months of negotiations. [ID: 3093]|{"account_id": "ACC-120", "region": "Central", "product_line": "Platform"}
user-003|episodic|This morning at 15:00 AM, I closed a deal with Smart Solutions worth $136K annually. The contract was signed after 1 months of negotiations. [ID: 3094]|{"account_id": "ACC-014", "region": "Midwest", "product_line": "Analytics"}
@@ -10366,7 +10366,7 @@ Always monitor throughout the process
## Resources
Training materials available on internal portal [ID: 3098]|{"account_id": "ACC-055", "region": "Southeast", "product_line": "Platform"}
-user-001|knowledge_vault|Salesforce Configuration: URL: https://portal.company.com, Access Token: h3w0mxf11eyo5qby20qolggqem63n94kjp1mmfvvjuwkmiuvuljwvwcd9malvx4d, Webhook: https://hooks.company.com/y2ohq2vipf1ktv3kf7vt7vx7ot4k683t, Settings: Retry: 6, Timeout: 118s [ID: 3099]|{"account_id": "ACC-170", "region": "South", "product_line": "Analytics"}
+user-001|knowledge|Salesforce Configuration: URL: https://portal.company.com, Access Token: h3w0mxf11eyo5qby20qolggqem63n94kjp1mmfvvjuwkmiuvuljwvwcd9malvx4d, Webhook: https://hooks.company.com/y2ohq2vipf1ktv3kf7vt7vx7ot4k683t, Settings: Retry: 6, Timeout: 118s [ID: 3099]|{"account_id": "ACC-170", "region": "South", "product_line": "Analytics"}
user-003|procedural|My sales qualification process: First, Review requirements thoroughly. Second, Collect feedback regularly. Third, Finalize documentation. Fourth, Present to decision makers. Finally, Schedule implementation. [ID: 3100]|{"account_id": "ACC-099", "region": "Midwest", "product_line": "Integration"}
user-002|semantic|Revenue Operations is a key metric for business performance. It helps organizations make data-driven decisions. Critical for strategic planning and optimization. [ID: 3101]|{"account_id": "ACC-141", "region": "East", "product_line": "Integration"}
user-002|resource|# Comprehensive Market Analysis Report
@@ -10423,7 +10423,7 @@ user-004|procedural|My customer onboarding process: First, Finalize documentatio
user-002|core|I'm Grace Taylor, working as Sales Engineer in FinTech Solutions. My key expertise is in product strategy. [ID: 3111]|{"account_id": "ACC-086", "region": "South", "product_line": "SMB"}
user-001|procedural|Quote generation workflow: Step 1 - Document lessons learned. Step 2 - Address concerns and objections. Step 3 - Monitor progress closely. Step 4 - Review requirements thoroughly. Step 5 - Identify key stakeholders. [ID: 3112]|{"account_id": "ACC-053", "region": "Northwest", "product_line": "Cloud"}
user-004|procedural|Review checklist: 1) Review requirements thoroughly. 2) Identify key stakeholders. 3) Negotiate terms and pricing. 4) Schedule implementation. 5) Document lessons learned. [ID: 3113]|{"account_id": "ACC-138", "region": "South", "product_line": "Security"}
-user-005|knowledge_vault|Communication Service Credentials: API Key: sk_vklanky3z0z3ihshhy4tk7dpkoip6a6l, Secret: SUQR9SP5Q3ERPSTD0FXQ716AIN70S9R1JATJFKRH, Endpoint: https://api.service.com/v1, Region: us-east-1 [ID: 3114]|{"account_id": "ACC-002", "region": "Midwest", "product_line": "Integration"}
+user-005|knowledge|Communication Service Credentials: API Key: sk_vklanky3z0z3ihshhy4tk7dpkoip6a6l, Secret: SUQR9SP5Q3ERPSTD0FXQ716AIN70S9R1JATJFKRH, Endpoint: https://api.service.com/v1, Region: us-east-1 [ID: 3114]|{"account_id": "ACC-002", "region": "Midwest", "product_line": "Integration"}
user-002|core|Emma Wilson here - I'm the Product Manager for Smart Solutions's marketing team. [ID: 3115]|{"account_id": "ACC-147", "region": "East", "product_line": "SMB"}
user-001|procedural|Audit checklist: 1) Negotiate terms and pricing. 2) Monitor progress closely. 3) Finalize documentation. 4) Conduct initial assessment. 5) Schedule implementation. [ID: 3116]|{"account_id": "ACC-096", "region": "Southeast", "product_line": "Security"}
user-005|semantic|CRM Platform is a key metric for business performance. It helps organizations make data-driven decisions. Critical for strategic planning and optimization. [ID: 3117]|{"account_id": "ACC-124", "region": "Southeast", "product_line": "Marketing"}
@@ -10449,8 +10449,8 @@ We will implement strategic tactics to achieve our objectives. This includes hir
user-001|procedural|My customer onboarding process: First, Conduct initial assessment. Second, Present to decision makers. Third, Monitor progress closely. Fourth, Negotiate terms and pricing. Finally, Review requirements thoroughly. [ID: 3123]|{"account_id": "ACC-162", "region": "East", "product_line": "Enterprise"}
user-003|core|My name is Carol Davis and I work as a Senior Sales Manager at Innovation Labs. I specialize in data analytics. [ID: 3124]|{"account_id": "ACC-145", "region": "International", "product_line": "Integration"}
user-001|semantic|Net Promoter Score is a key metric for business performance. It helps organizations make data-driven decisions. Critical for strategic planning and optimization. [ID: 3125]|{"account_id": "ACC-156", "region": "International", "product_line": "Marketing"}
-user-003|knowledge_vault|File Storage Access: Server: prod-db-8.company.com, Port: 8080, Username: admin_7824, Password: !CbhXnLfwy@8H9tZ, Additional: SSL: Required, Timeout: 54s [ID: 3126]|{"account_id": "ACC-112", "region": "Southeast", "product_line": "Cloud"}
-user-003|knowledge_vault|Slack Configuration: URL: https://portal.company.com, Access Token: bc05hld6y92kmi1bg3b0z4e26e87ris672fyx2qt49p3y5ivlubug6ep7kd9d8n8, Webhook: https://hooks.company.com/jd16xscvthiowukl54bjovzo1jwv2t28, Settings: Retry: 5, Timeout: 114s [ID: 3127]|{"account_id": "ACC-181", "region": "South", "product_line": "SMB"}
+user-003|knowledge|File Storage Access: Server: prod-db-8.company.com, Port: 8080, Username: admin_7824, Password: !CbhXnLfwy@8H9tZ, Additional: SSL: Required, Timeout: 54s [ID: 3126]|{"account_id": "ACC-112", "region": "Southeast", "product_line": "Cloud"}
+user-003|knowledge|Slack Configuration: URL: https://portal.company.com, Access Token: bc05hld6y92kmi1bg3b0z4e26e87ris672fyx2qt49p3y5ivlubug6ep7kd9d8n8, Webhook: https://hooks.company.com/jd16xscvthiowukl54bjovzo1jwv2t28, Settings: Retry: 5, Timeout: 114s [ID: 3127]|{"account_id": "ACC-181", "region": "South", "product_line": "SMB"}
user-002|procedural|Migration checklist: 1) Prepare detailed proposal. 2) Review requirements thoroughly. 3) Finalize documentation. 4) Negotiate terms and pricing. 5) Monitor progress closely. [ID: 3128]|{"account_id": "ACC-096", "region": "Southwest", "product_line": "Enterprise"}
user-002|resource|# Competitive Analysis
@@ -10600,7 +10600,7 @@ We will implement aggressive tactics to achieve our objectives. This includes hi
1) Complete by end of quarter 2) Review weekly progress 3) Adjust strategy as needed [ID: 3148]|{"account_id": "ACC-150", "region": "Northeast", "product_line": "Marketing"}
user-003|semantic|Predictive Analytics is an essential tool for modern business. It provides benefits such as increased efficiency, better decision making, and improved ROI. [ID: 3149]|{"account_id": "ACC-166", "region": "Central", "product_line": "Enterprise"}
user-003|semantic|Customer Churn is an essential tool for modern business. It provides benefits such as increased efficiency, better decision making, and improved ROI. [ID: 3150]|{"account_id": "ACC-023", "region": "International", "product_line": "Platform"}
-user-002|knowledge_vault|Production Database Access: Server: dev-db-1.company.com, Port: 3306, Username: admin_8149, Password: hkqj9Zgya8fWtWhq, Additional: SSL: Required, Timeout: 57s [ID: 3151]|{"account_id": "ACC-118", "region": "International", "product_line": "SMB"}
+user-002|knowledge|Production Database Access: Server: dev-db-1.company.com, Port: 3306, Username: admin_8149, Password: hkqj9Zgya8fWtWhq, Additional: SSL: Required, Timeout: 57s [ID: 3151]|{"account_id": "ACC-118", "region": "International", "product_line": "SMB"}
user-002|core|I'm Henry Brown, Account Executive at CloudSystems. My focus areas are business intelligence and cloud architecture. [ID: 3152]|{"account_id": "ACC-127", "region": "South", "product_line": "Integration"}
user-004|semantic|Sales Intelligence is an essential tool for modern business. It provides benefits such as increased efficiency, better decision making, and improved ROI. [ID: 3153]|{"account_id": "ACC-166", "region": "Northwest", "product_line": "Analytics"}
user-005|resource|# Essential Competitive Analysis
@@ -10619,15 +10619,15 @@ Always monitor throughout the process
## Resources
Training materials available on internal portal [ID: 3154]|{"account_id": "ACC-111", "region": "Southwest", "product_line": "Security"}
user-002|semantic|Win Rate is an essential tool for modern business. It provides benefits such as increased efficiency, better decision making, and improved ROI. [ID: 3155]|{"account_id": "ACC-010", "region": "Northeast", "product_line": "Security"}
-user-005|knowledge_vault|Analytics Platform Access: Server: staging-db-3.company.com, Port: 3306, Username: admin_2925, Password: dSLzoUrndgynZ3RY, Additional: SSL: Required, Timeout: 41s [ID: 3156]|{"account_id": "ACC-079", "region": "Midwest", "product_line": "Marketing"}
+user-005|knowledge|Analytics Platform Access: Server: staging-db-3.company.com, Port: 3306, Username: admin_2925, Password: dSLzoUrndgynZ3RY, Additional: SSL: Required, Timeout: 41s [ID: 3156]|{"account_id": "ACC-079", "region": "Midwest", "product_line": "Marketing"}
user-001|procedural|Migration checklist: 1) Review requirements thoroughly. 2) Present to decision makers. 3) Monitor progress closely. 4) Collect feedback regularly. 5) Address concerns and objections. [ID: 3157]|{"account_id": "ACC-014", "region": "Midwest", "product_line": "Security"}
user-004|episodic|This morning at 8:30 AM, I closed a deal with Quantum Systems worth $159K annually. The contract was signed after 1 months of negotiations. [ID: 3158]|{"account_id": "ACC-151", "region": "Northeast", "product_line": "Integration"}
user-003|core|Henry Brown here - I'm the Solutions Architect for CloudSystems's engineering team. [ID: 3159]|{"account_id": "ACC-053", "region": "West", "product_line": "Platform"}
user-003|procedural|Implementation checklist: 1) Review requirements thoroughly. 2) Address concerns and objections. 3) Document lessons learned. 4) Identify key stakeholders. 5) Monitor progress closely. [ID: 3160]|{"account_id": "ACC-092", "region": "South", "product_line": "Cloud"}
user-003|procedural|My competitive analysis process: First, Present to decision makers. Second, Schedule implementation. Third, Prepare detailed proposal. Fourth, Review requirements thoroughly. Finally, Finalize documentation. [ID: 3161]|{"account_id": "ACC-150", "region": "Midwest", "product_line": "SMB"}
-user-002|knowledge_vault|Staging Environment Access: Server: dev-db-4.company.com, Port: 3306, Username: admin_6202, Password: c9Q6sTUKJpPvXBog, Additional: SSL: Required, Timeout: 50s [ID: 3162]|{"account_id": "ACC-194", "region": "International", "product_line": "Cloud"}
-user-003|knowledge_vault|Analytics Platform Access: Server: dev-db-7.company.com, Port: 6379, Username: admin_8795, Password: C#p39lfBkEJSfW6o, Additional: SSL: Required, Timeout: 57s [ID: 3163]|{"account_id": "ACC-009", "region": "Northwest", "product_line": "Cloud"}
-user-003|knowledge_vault|Stripe Configuration: URL: https://dashboard.company.com, Access Token: ll6psvthqn759fst3srlwzwdkxbwgz75dlrknbp14p53jnics9ov2qt0wzg4atzb, Webhook: https://hooks.company.com/yvrkzu1kqaw7s6hks08uwrulux7bvyd0, Settings: Retry: 9, Timeout: 115s [ID: 3164]|{"account_id": "ACC-195", "region": "Central", "product_line": "Marketing"}
+user-002|knowledge|Staging Environment Access: Server: dev-db-4.company.com, Port: 3306, Username: admin_6202, Password: c9Q6sTUKJpPvXBog, Additional: SSL: Required, Timeout: 50s [ID: 3162]|{"account_id": "ACC-194", "region": "International", "product_line": "Cloud"}
+user-003|knowledge|Analytics Platform Access: Server: dev-db-7.company.com, Port: 6379, Username: admin_8795, Password: C#p39lfBkEJSfW6o, Additional: SSL: Required, Timeout: 57s [ID: 3163]|{"account_id": "ACC-009", "region": "Northwest", "product_line": "Cloud"}
+user-003|knowledge|Stripe Configuration: URL: https://dashboard.company.com, Access Token: ll6psvthqn759fst3srlwzwdkxbwgz75dlrknbp14p53jnics9ov2qt0wzg4atzb, Webhook: https://hooks.company.com/yvrkzu1kqaw7s6hks08uwrulux7bvyd0, Settings: Retry: 9, Timeout: 115s [ID: 3164]|{"account_id": "ACC-195", "region": "Central", "product_line": "Marketing"}
user-003|semantic|Net Promoter Score is a key metric for business performance. It helps organizations make data-driven decisions. Critical for strategic planning and optimization. [ID: 3165]|{"account_id": "ACC-015", "region": "International", "product_line": "Platform"}
user-001|resource|# Comprehensive Sales Enablement Plan
@@ -10738,7 +10738,7 @@ We will implement measured tactics to achieve our objectives. This includes hiri
## Action Items
1) Complete by end of quarter 2) Review weekly progress 3) Adjust strategy as needed [ID: 3190]|{"account_id": "ACC-148", "region": "Southwest", "product_line": "Financial"}
-user-002|knowledge_vault|Data Warehouse Credentials: API Key: sk_kn5pbt4h2uiix4uvaju30ql6ha9o0zho, Secret: WT53FHOJB8T6K9OVOEQHSFNAP0GU8UVNP2DFCFSJ, Endpoint: https://api.service.com/v3, Region: eu-west-1 [ID: 3191]|{"account_id": "ACC-188", "region": "East", "product_line": "Enterprise"}
+user-002|knowledge|Data Warehouse Credentials: API Key: sk_kn5pbt4h2uiix4uvaju30ql6ha9o0zho, Secret: WT53FHOJB8T6K9OVOEQHSFNAP0GU8UVNP2DFCFSJ, Endpoint: https://api.service.com/v3, Region: eu-west-1 [ID: 3191]|{"account_id": "ACC-188", "region": "East", "product_line": "Enterprise"}
user-002|semantic|Predictive Analytics refers to the measurement of business outcomes. Key characteristics include measurable outcomes, actionable insights, and continuous improvement. [ID: 3192]|{"account_id": "ACC-135", "region": "International", "product_line": "SMB"}
user-004|core|I'm Emma Wilson, working as Account Executive in Innovation Labs. My key expertise is in data analytics. [ID: 3193]|{"account_id": "ACC-190", "region": "Central", "product_line": "Enterprise"}
user-001|resource|# Q4 Sales Strategy
@@ -10758,11 +10758,11 @@ We will implement strategic tactics to achieve our objectives. This includes hir
1) Complete by end of quarter 2) Review weekly progress 3) Adjust strategy as needed [ID: 3194]|{"account_id": "ACC-068", "region": "Southeast", "product_line": "Operations"}
user-001|procedural|Audit checklist: 1) Prepare detailed proposal. 2) Document lessons learned. 3) Finalize documentation. 4) Collect feedback regularly. 5) Address concerns and objections. [ID: 3195]|{"account_id": "ACC-200", "region": "East", "product_line": "Cloud"}
user-002|core|I'm Carol Davis, working as Account Executive in Global Enterprises. My key expertise is in customer engagement. [ID: 3196]|{"account_id": "ACC-170", "region": "International", "product_line": "Marketing"}
-user-003|knowledge_vault|Data Warehouse Credentials: API Key: sk_4neetipfkn9zu209ynow9pnwlv19t2o4, Secret: W6BTNBTXJNZX3IJVC970TPWK1MXZ4ZBGI1HWS7EZ, Endpoint: https://api.system.com/v3, Region: us-east-1 [ID: 3197]|{"account_id": "ACC-160", "region": "West", "product_line": "Financial"}
+user-003|knowledge|Data Warehouse Credentials: API Key: sk_4neetipfkn9zu209ynow9pnwlv19t2o4, Secret: W6BTNBTXJNZX3IJVC970TPWK1MXZ4ZBGI1HWS7EZ, Endpoint: https://api.system.com/v3, Region: us-east-1 [ID: 3197]|{"account_id": "ACC-160", "region": "West", "product_line": "Financial"}
user-004|semantic|Sales Intelligence is a key metric for business performance. It helps organizations make data-driven decisions. Critical for strategic planning and optimization. [ID: 3198]|{"account_id": "ACC-102", "region": "East", "product_line": "Financial"}
user-004|core|Alice Johnson here - I'm the Customer Success Manager for DataVision Inc's sales team. [ID: 3199]|{"account_id": "ACC-087", "region": "Southwest", "product_line": "Security"}
-user-004|knowledge_vault|Communication Service Credentials: API Key: sk_prxjo394ncbhrrcfqfnfzxvionfzvzba, Secret: 0I93OBPN7XO5EH6YFFP41RROM1WW0AFOPDBVTS65, Endpoint: https://api.platform.com/v2, Region: us-east-1 [ID: 3200]|{"account_id": "ACC-126", "region": "Northeast", "product_line": "Analytics"}
-user-005|knowledge_vault|Marketing Platform Credentials: API Key: sk_9m3d1xgt8skbbiexgz23teum080iyivo, Secret: LQY0OCUHXK65GM6YG9DN9NFQ7M2QP0KJPGASVH62, Endpoint: https://api.service.com/v2, Region: ap-southeast-1 [ID: 3201]|{"account_id": "ACC-061", "region": "West", "product_line": "Analytics"}
+user-004|knowledge|Communication Service Credentials: API Key: sk_prxjo394ncbhrrcfqfnfzxvionfzvzba, Secret: 0I93OBPN7XO5EH6YFFP41RROM1WW0AFOPDBVTS65, Endpoint: https://api.platform.com/v2, Region: us-east-1 [ID: 3200]|{"account_id": "ACC-126", "region": "Northeast", "product_line": "Analytics"}
+user-005|knowledge|Marketing Platform Credentials: API Key: sk_9m3d1xgt8skbbiexgz23teum080iyivo, Secret: LQY0OCUHXK65GM6YG9DN9NFQ7M2QP0KJPGASVH62, Endpoint: https://api.service.com/v2, Region: ap-southeast-1 [ID: 3201]|{"account_id": "ACC-061", "region": "West", "product_line": "Analytics"}
user-003|semantic|Digital Sales Room is an essential tool for modern business. It provides benefits such as increased efficiency, better decision making, and improved ROI. [ID: 3202]|{"account_id": "ACC-199", "region": "International", "product_line": "SMB"}
user-005|episodic|On Thursday, I had a call with FinTech Solutions regarding service outage. We resolved the problem within 1 hours and they agreed to upgrade their plan. [ID: 3203]|{"account_id": "ACC-164", "region": "Northeast", "product_line": "Operations"}
user-004|resource|# Comprehensive Product Pricing Guide
@@ -10802,8 +10802,8 @@ user-003|semantic|Digital Sales Room is an essential tool for modern business. I
user-003|core|Profile update: Iris Martinez, Customer Success Manager position at Digital Dynamics, responsible for product development. [ID: 3210]|{"account_id": "ACC-161", "region": "Northwest", "product_line": "Analytics"}
user-002|core|I'm Emma Wilson, Sales Engineer at DataVision Inc. My focus areas are customer engagement and digital transformation. [ID: 3211]|{"account_id": "ACC-065", "region": "International", "product_line": "SMB"}
user-001|semantic|Account-Based Marketing is a key metric for business performance. It helps organizations make data-driven decisions. Critical for strategic planning and optimization. [ID: 3212]|{"account_id": "ACC-191", "region": "Midwest", "product_line": "Security"}
-user-005|knowledge_vault|Slack Configuration: URL: https://portal.company.com, Access Token: xeoaupocn8gz5x1xk6b0tl7gjiiory810m8pv11tspiubsk47uv17r73lx5c0auo, Webhook: https://hooks.company.com/2cukwzf8vewgd6fbqtlnkat4b6ki0zth, Settings: Retry: 7, Timeout: 81s [ID: 3213]|{"account_id": "ACC-163", "region": "International", "product_line": "Analytics"}
-user-001|knowledge_vault|Azure Credentials: API Key: sk_sbynq9zbxw1sfuokl81l1qjr7lyebv8i, Secret: NAOOJ7Y282CUJLFFYWKWQ5A4JW1EI0UVN44WC0J8, Endpoint: https://api.platform.com/v2, Region: us-west-2 [ID: 3214]|{"account_id": "ACC-036", "region": "Southeast", "product_line": "Security"}
+user-005|knowledge|Slack Configuration: URL: https://portal.company.com, Access Token: xeoaupocn8gz5x1xk6b0tl7gjiiory810m8pv11tspiubsk47uv17r73lx5c0auo, Webhook: https://hooks.company.com/2cukwzf8vewgd6fbqtlnkat4b6ki0zth, Settings: Retry: 7, Timeout: 81s [ID: 3213]|{"account_id": "ACC-163", "region": "International", "product_line": "Analytics"}
+user-001|knowledge|Azure Credentials: API Key: sk_sbynq9zbxw1sfuokl81l1qjr7lyebv8i, Secret: NAOOJ7Y282CUJLFFYWKWQ5A4JW1EI0UVN44WC0J8, Endpoint: https://api.platform.com/v2, Region: us-west-2 [ID: 3214]|{"account_id": "ACC-036", "region": "Southeast", "product_line": "Security"}
user-001|resource|# Q4 Sales Strategy
## Overview
@@ -10841,7 +10841,7 @@ user-004|core|My name is David Lee and I work as a Sales Engineer at CloudSystem
user-004|core|My name is Grace Taylor and I work as a Product Manager at Digital Dynamics. I specialize in AI solutions. [ID: 3221]|{"account_id": "ACC-116", "region": "International", "product_line": "Financial"}
user-003|semantic|Conversation Intelligence is an essential tool for modern business. It provides benefits such as increased efficiency, better decision making, and improved ROI. [ID: 3222]|{"account_id": "ACC-096", "region": "South", "product_line": "Security"}
user-001|episodic|This morning at 17:30 PM, I closed a deal with DataVision Inc worth $298K annually. The contract was signed after 1 months of negotiations. [ID: 3223]|{"account_id": "ACC-136", "region": "West", "product_line": "Operations"}
-user-004|knowledge_vault|Zendesk Configuration: URL: https://portal.company.com, Access Token: xoq2n537yhcd7xrcru5t28819sv6x11l0krc0ndxo6pakm2epp6tbm6c4b01le6v, Webhook: https://hooks.company.com/hscaoxjio0gs69u5zqdv3r6luyb8grts, Settings: Retry: 8, Timeout: 67s [ID: 3224]|{"account_id": "ACC-014", "region": "West", "product_line": "Platform"}
+user-004|knowledge|Zendesk Configuration: URL: https://portal.company.com, Access Token: xoq2n537yhcd7xrcru5t28819sv6x11l0krc0ndxo6pakm2epp6tbm6c4b01le6v, Webhook: https://hooks.company.com/hscaoxjio0gs69u5zqdv3r6luyb8grts, Settings: Retry: 8, Timeout: 67s [ID: 3224]|{"account_id": "ACC-014", "region": "West", "product_line": "Platform"}
user-004|semantic|Predictive Analytics refers to the measurement of business outcomes. Key characteristics include measurable outcomes, actionable insights, and continuous improvement. [ID: 3225]|{"account_id": "ACC-116", "region": "International", "product_line": "Integration"}
user-001|semantic|Sales Velocity is an essential tool for modern business. It provides benefits such as increased efficiency, better decision making, and improved ROI. [ID: 3226]|{"account_id": "ACC-064", "region": "International", "product_line": "Platform"}
user-003|procedural|Review checklist: 1) Schedule implementation. 2) Present to decision makers. 3) Negotiate terms and pricing. 4) Monitor progress closely. 5) Prepare detailed proposal. [ID: 3227]|{"account_id": "ACC-038", "region": "Southwest", "product_line": "Analytics"}
@@ -10861,7 +10861,7 @@ Always monitor throughout the process
## Resources
Training materials available on internal portal [ID: 3228]|{"account_id": "ACC-009", "region": "Northwest", "product_line": "Cloud"}
user-001|procedural|My lead scoring process: First, Address concerns and objections. Second, Collect feedback regularly. Third, Finalize documentation. Fourth, Present to decision makers. Finally, Conduct initial assessment. [ID: 3229]|{"account_id": "ACC-177", "region": "Midwest", "product_line": "Integration"}
-user-001|knowledge_vault|Zendesk Configuration: URL: https://dashboard.company.com, Access Token: fgccln00vaerrte41i1ui9xqswd7ipvg9dgz5gooxb3yojngkm3wd84xqpqz4zse, Webhook: https://hooks.company.com/1d1qfdu5vl2fanj2eym5hu5th6okcujf, Settings: Retry: 3, Timeout: 60s [ID: 3230]|{"account_id": "ACC-055", "region": "Northwest", "product_line": "SMB"}
+user-001|knowledge|Zendesk Configuration: URL: https://dashboard.company.com, Access Token: fgccln00vaerrte41i1ui9xqswd7ipvg9dgz5gooxb3yojngkm3wd84xqpqz4zse, Webhook: https://hooks.company.com/1d1qfdu5vl2fanj2eym5hu5th6okcujf, Settings: Retry: 3, Timeout: 60s [ID: 3230]|{"account_id": "ACC-055", "region": "Northwest", "product_line": "SMB"}
user-005|procedural|Customer handoff workflow: Step 1 - Present to decision makers. Step 2 - Finalize documentation. Step 3 - Negotiate terms and pricing. Step 4 - Monitor progress closely. Step 5 - Schedule implementation. [ID: 3231]|{"account_id": "ACC-047", "region": "Central", "product_line": "Platform"}
user-004|episodic|This morning at 9:00 PM, I closed a deal with Innovation Labs worth $446K annually. The contract was signed after 3 months of negotiations. [ID: 3232]|{"account_id": "ACC-005", "region": "International", "product_line": "Analytics"}
user-005|procedural|Opportunity management workflow: Step 1 - Finalize documentation. Step 2 - Schedule implementation. Step 3 - Collect feedback regularly. Step 4 - Present to decision makers. Step 5 - Monitor progress closely. [ID: 3233]|{"account_id": "ACC-173", "region": "South", "product_line": "Financial"}
@@ -10882,17 +10882,17 @@ Always validate throughout the process
Training materials available on internal portal [ID: 3234]|{"account_id": "ACC-002", "region": "Southwest", "product_line": "Analytics"}
user-005|core|I'm Carol Davis, Account Executive at Global Enterprises. My focus areas are AI solutions and AI solutions. [ID: 3235]|{"account_id": "ACC-074", "region": "Southwest", "product_line": "Analytics"}
user-004|procedural|My proposal development process: First, Negotiate terms and pricing. Second, Review requirements thoroughly. Third, Collect feedback regularly. Fourth, Identify key stakeholders. Finally, Prepare detailed proposal. [ID: 3236]|{"account_id": "ACC-171", "region": "Midwest", "product_line": "Cloud"}
-user-001|knowledge_vault|Communication Service Credentials: API Key: sk_shu6wh8d70qs8zikxucnfcn5dwsxjzul, Secret: M366EWA3ZMLR4AAIO8WZYX0BICLILWBCW0FKKPZM, Endpoint: https://api.service.com/v2, Region: ap-southeast-1 [ID: 3237]|{"account_id": "ACC-110", "region": "Southeast", "product_line": "Operations"}
+user-001|knowledge|Communication Service Credentials: API Key: sk_shu6wh8d70qs8zikxucnfcn5dwsxjzul, Secret: M366EWA3ZMLR4AAIO8WZYX0BICLILWBCW0FKKPZM, Endpoint: https://api.service.com/v2, Region: ap-southeast-1 [ID: 3237]|{"account_id": "ACC-110", "region": "Southeast", "product_line": "Operations"}
user-003|core|My name is Grace Taylor and I work as a Business Development Manager at TechCorp. I specialize in B2B marketing. [ID: 3238]|{"account_id": "ACC-076", "region": "Southwest", "product_line": "Marketing"}
-user-005|knowledge_vault|Zendesk Configuration: URL: https://dashboard.company.com, Access Token: w6yda4c8lkc9qv3xhx8naw5vbjl46cyct7gvq9uuf1iqiequ4h6tno6gpno2q29s, Webhook: https://hooks.company.com/xmlzkc6slci9rbab8rxfljrxqonxbkj5, Settings: Retry: 3, Timeout: 106s [ID: 3239]|{"account_id": "ACC-089", "region": "Southeast", "product_line": "Analytics"}
+user-005|knowledge|Zendesk Configuration: URL: https://dashboard.company.com, Access Token: w6yda4c8lkc9qv3xhx8naw5vbjl46cyct7gvq9uuf1iqiequ4h6tno6gpno2q29s, Webhook: https://hooks.company.com/xmlzkc6slci9rbab8rxfljrxqonxbkj5, Settings: Retry: 3, Timeout: 106s [ID: 3239]|{"account_id": "ACC-089", "region": "Southeast", "product_line": "Analytics"}
user-005|core|I'm Carol Davis, working as VP of Operations in Innovation Labs. My key expertise is in digital transformation. [ID: 3240]|{"account_id": "ACC-013", "region": "Northwest", "product_line": "Financial"}
user-002|procedural|My customer onboarding process: First, Document lessons learned. Second, Prepare detailed proposal. Third, Collect feedback regularly. Fourth, Conduct initial assessment. Finally, Present to decision makers. [ID: 3241]|{"account_id": "ACC-012", "region": "Southwest", "product_line": "Analytics"}
user-005|procedural|My territory planning process: First, Monitor progress closely. Second, Negotiate terms and pricing. Third, Identify key stakeholders. Fourth, Review requirements thoroughly. Finally, Document lessons learned. [ID: 3242]|{"account_id": "ACC-170", "region": "Central", "product_line": "SMB"}
user-001|procedural|My competitive analysis process: First, Conduct initial assessment. Second, Schedule implementation. Third, Finalize documentation. Fourth, Identify key stakeholders. Finally, Address concerns and objections. [ID: 3243]|{"account_id": "ACC-189", "region": "South", "product_line": "Enterprise"}
user-002|procedural|My competitive analysis process: First, Conduct initial assessment. Second, Address concerns and objections. Third, Collect feedback regularly. Fourth, Identify key stakeholders. Finally, Schedule implementation. [ID: 3244]|{"account_id": "ACC-102", "region": "Southeast", "product_line": "Cloud"}
-user-003|knowledge_vault|Azure Credentials: API Key: sk_90s99whqjwpa4psvmo94vkhtac2p9ofx, Secret: 5931DWCX55MWPIZCZIEK4AL2KPJPBN3PI3CKAQ2A, Endpoint: https://api.platform.com/v2, Region: ap-southeast-1 [ID: 3245]|{"account_id": "ACC-179", "region": "Northeast", "product_line": "SMB"}
+user-003|knowledge|Azure Credentials: API Key: sk_90s99whqjwpa4psvmo94vkhtac2p9ofx, Secret: 5931DWCX55MWPIZCZIEK4AL2KPJPBN3PI3CKAQ2A, Endpoint: https://api.platform.com/v2, Region: ap-southeast-1 [ID: 3245]|{"account_id": "ACC-179", "region": "Northeast", "product_line": "SMB"}
user-005|core|My name is Grace Taylor and I work as a CTO at Digital Dynamics. I specialize in enterprise sales. [ID: 3246]|{"account_id": "ACC-104", "region": "Central", "product_line": "Integration"}
-user-005|knowledge_vault|Payment Gateway Credentials: API Key: sk_1wdud2qrlptumsd69s45zjyl31aivm9c, Secret: OK6D669VDH0PPIIB8V2T2R5Z2QKQLBTEM8WH98EJ, Endpoint: https://api.platform.com/v3, Region: ap-southeast-1 [ID: 3247]|{"account_id": "ACC-048", "region": "Northwest", "product_line": "Cloud"}
+user-005|knowledge|Payment Gateway Credentials: API Key: sk_1wdud2qrlptumsd69s45zjyl31aivm9c, Secret: OK6D669VDH0PPIIB8V2T2R5Z2QKQLBTEM8WH98EJ, Endpoint: https://api.platform.com/v3, Region: ap-southeast-1 [ID: 3247]|{"account_id": "ACC-048", "region": "Northwest", "product_line": "Cloud"}
user-001|resource|# Complete Customer Success Playbook
## Purpose
@@ -10908,8 +10908,8 @@ Always document throughout the process
## Resources
Training materials available on internal portal [ID: 3248]|{"account_id": "ACC-048", "region": "West", "product_line": "Enterprise"}
-user-002|knowledge_vault|Zendesk Configuration: URL: https://portal.company.com, Access Token: bjw1vcpvrhrs7mh0f2iuiern5wzahtw035jel89bqihymvh76k7lxe8r07wlao6s, Webhook: https://hooks.company.com/pkyu0kez1ys5711mgb033jc749bficzq, Settings: Retry: 5, Timeout: 85s [ID: 3249]|{"account_id": "ACC-092", "region": "Central", "product_line": "SMB"}
-user-002|knowledge_vault|VPN Gateway Access: Server: staging-db-4.company.com, Port: 3306, Username: admin_3492, Password: l1T%IrNL7slEwEFP, Additional: SSL: Required, Timeout: 55s [ID: 3250]|{"account_id": "ACC-037", "region": "Central", "product_line": "SMB"}
+user-002|knowledge|Zendesk Configuration: URL: https://portal.company.com, Access Token: bjw1vcpvrhrs7mh0f2iuiern5wzahtw035jel89bqihymvh76k7lxe8r07wlao6s, Webhook: https://hooks.company.com/pkyu0kez1ys5711mgb033jc749bficzq, Settings: Retry: 5, Timeout: 85s [ID: 3249]|{"account_id": "ACC-092", "region": "Central", "product_line": "SMB"}
+user-002|knowledge|VPN Gateway Access: Server: staging-db-4.company.com, Port: 3306, Username: admin_3492, Password: l1T%IrNL7slEwEFP, Additional: SSL: Required, Timeout: 55s [ID: 3250]|{"account_id": "ACC-037", "region": "Central", "product_line": "SMB"}
user-005|procedural|My account planning process: First, Monitor progress closely. Second, Review requirements thoroughly. Third, Conduct initial assessment. Fourth, Present to decision makers. Finally, Finalize documentation. [ID: 3251]|{"account_id": "ACC-147", "region": "International", "product_line": "Enterprise"}
user-003|core|Grace Taylor here - I'm the VP of Operations for CloudSystems's operations team. [ID: 3252]|{"account_id": "ACC-189", "region": "West", "product_line": "Financial"}
user-001|resource|# Essential Competitive Analysis
@@ -10977,7 +10977,7 @@ We will implement focused tactics to achieve our objectives. This includes hirin
## Action Items
1) Complete by end of month 2) Review weekly progress 3) Adjust strategy as needed [ID: 3261]|{"account_id": "ACC-198", "region": "East", "product_line": "Integration"}
-user-005|knowledge_vault|Production Database Access: Server: dev-db-5.company.com, Port: 6379, Username: admin_2243, Password: oJ4gTwnFrPo5!9C4, Additional: SSL: Required, Timeout: 32s [ID: 3262]|{"account_id": "ACC-031", "region": "Southeast", "product_line": "Analytics"}
+user-005|knowledge|Production Database Access: Server: dev-db-5.company.com, Port: 6379, Username: admin_2243, Password: oJ4gTwnFrPo5!9C4, Additional: SSL: Required, Timeout: 32s [ID: 3262]|{"account_id": "ACC-031", "region": "Southeast", "product_line": "Analytics"}
user-005|resource|# Product Pricing Guide
## Overview
@@ -10993,7 +10993,7 @@ We will implement focused tactics to achieve our objectives. This includes hirin
## Action Items
1) Complete by end of quarter 2) Review weekly progress 3) Adjust strategy as needed [ID: 3263]|{"account_id": "ACC-059", "region": "East", "product_line": "Marketing"}
-user-003|knowledge_vault|Production Database Access: Server: staging-db-9.company.com, Port: 8080, Username: admin_6359, Password: gmC$e1xZFqnBRiKt, Additional: SSL: Required, Timeout: 16s [ID: 3264]|{"account_id": "ACC-131", "region": "Midwest", "product_line": "Financial"}
+user-003|knowledge|Production Database Access: Server: staging-db-9.company.com, Port: 8080, Username: admin_6359, Password: gmC$e1xZFqnBRiKt, Additional: SSL: Required, Timeout: 16s [ID: 3264]|{"account_id": "ACC-131", "region": "Midwest", "product_line": "Financial"}
user-003|resource|# Essential Product Pricing Guide
## Purpose
@@ -11027,7 +11027,7 @@ We will implement measured tactics to achieve our objectives. This includes hiri
## Action Items
1) Complete by end of month 2) Review weekly progress 3) Adjust strategy as needed [ID: 3269]|{"account_id": "ACC-176", "region": "Central", "product_line": "Integration"}
-user-002|knowledge_vault|Slack Configuration: URL: https://dashboard.company.com, Access Token: ynhda5cxgdb90lifd7az5ui3go7kfye4ygz89gd4icrcaboaskpg6tubdnjmqcgw, Webhook: https://hooks.company.com/rid6jriih31vqycy3g8pqrhbtvhtmcw5, Settings: Retry: 3, Timeout: 80s [ID: 3270]|{"account_id": "ACC-179", "region": "Southwest", "product_line": "Financial"}
+user-002|knowledge|Slack Configuration: URL: https://dashboard.company.com, Access Token: ynhda5cxgdb90lifd7az5ui3go7kfye4ygz89gd4icrcaboaskpg6tubdnjmqcgw, Webhook: https://hooks.company.com/rid6jriih31vqycy3g8pqrhbtvhtmcw5, Settings: Retry: 3, Timeout: 80s [ID: 3270]|{"account_id": "ACC-179", "region": "Southwest", "product_line": "Financial"}
user-001|resource|# Competitive Analysis
## Overview
@@ -11061,7 +11061,7 @@ Always communicate throughout the process
Training materials available on internal portal [ID: 3273]|{"account_id": "ACC-009", "region": "Northwest", "product_line": "Marketing"}
user-001|core|I'm Henry Brown, Account Executive at Quantum Systems. My focus areas are cloud architecture and business intelligence. [ID: 3274]|{"account_id": "ACC-058", "region": "Northeast", "product_line": "Analytics"}
user-001|episodic|Last Friday, I attended Tech Conference at Boston. Met 26 potential leads and scheduled 9 follow-up meetings. [ID: 3275]|{"account_id": "ACC-117", "region": "Central", "product_line": "Analytics"}
-user-001|knowledge_vault|HubSpot Configuration: URL: https://app.company.com, Access Token: ljeu42320fqbqcarg8hhy9jz8nmdqzzif7hrd3xk3hkqd3tum4gw5npuqetvo63h, Webhook: https://hooks.company.com/pgtm15ggyc3pepixu6l8yxslgmwea5ca, Settings: Retry: 3, Timeout: 67s [ID: 3276]|{"account_id": "ACC-088", "region": "Southwest", "product_line": "Operations"}
+user-001|knowledge|HubSpot Configuration: URL: https://app.company.com, Access Token: ljeu42320fqbqcarg8hhy9jz8nmdqzzif7hrd3xk3hkqd3tum4gw5npuqetvo63h, Webhook: https://hooks.company.com/pgtm15ggyc3pepixu6l8yxslgmwea5ca, Settings: Retry: 3, Timeout: 67s [ID: 3276]|{"account_id": "ACC-088", "region": "Southwest", "product_line": "Operations"}
user-003|procedural|Implementation checklist: 1) Collect feedback regularly. 2) Schedule implementation. 3) Address concerns and objections. 4) Identify key stakeholders. 5) Monitor progress closely. [ID: 3277]|{"account_id": "ACC-150", "region": "West", "product_line": "Marketing"}
user-002|core|Emma Wilson here - I'm the Senior Sales Manager for TechCorp's marketing team. [ID: 3278]|{"account_id": "ACC-185", "region": "South", "product_line": "Cloud"}
user-001|core|I'm Iris Martinez, working as Marketing Director in CloudSystems. My key expertise is in enterprise sales. [ID: 3279]|{"account_id": "ACC-029", "region": "Southwest", "product_line": "Enterprise"}
@@ -11098,9 +11098,9 @@ Always monitor throughout the process
Training materials available on internal portal [ID: 3282]|{"account_id": "ACC-012", "region": "Midwest", "product_line": "Operations"}
user-002|core|I'm Grace Taylor, Customer Success Manager at Quantum Systems. My focus areas are product strategy and customer engagement. [ID: 3283]|{"account_id": "ACC-053", "region": "Midwest", "product_line": "SMB"}
user-004|episodic|On Tuesday at 13:00 PM, I had a product demo with TechCorp. We discussed implementation timeline and identified key pain points. [ID: 3284]|{"account_id": "ACC-041", "region": "Southeast", "product_line": "SMB"}
-user-003|knowledge_vault|Slack Configuration: URL: https://dashboard.company.com, Access Token: g8m600ie5zgu30biwav3j6nq29m39ky1ey12ls63c06ynuk6afvubllvq2moe8tu, Webhook: https://hooks.company.com/fusc7mfmzvpkbs4n4uqsvickhb0luwqs, Settings: Retry: 6, Timeout: 49s [ID: 3285]|{"account_id": "ACC-153", "region": "West", "product_line": "Platform"}
-user-004|knowledge_vault|Stripe Configuration: URL: https://dashboard.company.com, Access Token: r8q8zpscueyctox4rrkuxrizwg56s5osnu9bsdalwi4rlvbooaaxtxtmuwe5gqxl, Webhook: https://hooks.company.com/b4p5ae815lb10yxci2sl6u0naljvifda, Settings: Retry: 4, Timeout: 32s [ID: 3286]|{"account_id": "ACC-073", "region": "Northeast", "product_line": "Security"}
-user-002|knowledge_vault|Payment Gateway Credentials: API Key: sk_j9mjdci00cjtrtbojx670dij87az0f1v, Secret: 67JP3WC25XVRW8CM6EEW27ETC1UZU0QM62M7WKSS, Endpoint: https://api.system.com/v2, Region: ap-southeast-1 [ID: 3287]|{"account_id": "ACC-159", "region": "Southeast", "product_line": "Integration"}
+user-003|knowledge|Slack Configuration: URL: https://dashboard.company.com, Access Token: g8m600ie5zgu30biwav3j6nq29m39ky1ey12ls63c06ynuk6afvubllvq2moe8tu, Webhook: https://hooks.company.com/fusc7mfmzvpkbs4n4uqsvickhb0luwqs, Settings: Retry: 6, Timeout: 49s [ID: 3285]|{"account_id": "ACC-153", "region": "West", "product_line": "Platform"}
+user-004|knowledge|Stripe Configuration: URL: https://dashboard.company.com, Access Token: r8q8zpscueyctox4rrkuxrizwg56s5osnu9bsdalwi4rlvbooaaxtxtmuwe5gqxl, Webhook: https://hooks.company.com/b4p5ae815lb10yxci2sl6u0naljvifda, Settings: Retry: 4, Timeout: 32s [ID: 3286]|{"account_id": "ACC-073", "region": "Northeast", "product_line": "Security"}
+user-002|knowledge|Payment Gateway Credentials: API Key: sk_j9mjdci00cjtrtbojx670dij87az0f1v, Secret: 67JP3WC25XVRW8CM6EEW27ETC1UZU0QM62M7WKSS, Endpoint: https://api.system.com/v2, Region: ap-southeast-1 [ID: 3287]|{"account_id": "ACC-159", "region": "Southeast", "product_line": "Integration"}
user-001|episodic|On Monday at 15:00 AM, I had a escalation meeting with FinTech Solutions. We discussed performance metrics and agreed to extend contract. [ID: 3288]|{"account_id": "ACC-131", "region": "International", "product_line": "Financial"}
user-002|episodic|This morning at 15:00 AM, I closed a deal with Global Enterprises worth $276K annually. The contract was signed after 1 months of negotiations. [ID: 3289]|{"account_id": "ACC-005", "region": "Southwest", "product_line": "Marketing"}
user-005|resource|# Territory Assignment
@@ -11120,7 +11120,7 @@ We will implement aggressive tactics to achieve our objectives. This includes hi
1) Complete by end of month 2) Review weekly progress 3) Adjust strategy as needed [ID: 3290]|{"account_id": "ACC-129", "region": "South", "product_line": "Cloud"}
user-002|core|I'm Alice Johnson, Senior Sales Manager at Innovation Labs. My focus areas are data analytics and business intelligence. [ID: 3291]|{"account_id": "ACC-045", "region": "East", "product_line": "Platform"}
user-005|core|I'm Alice Johnson, working as VP of Operations in Global Enterprises. My key expertise is in digital transformation. [ID: 3292]|{"account_id": "ACC-137", "region": "South", "product_line": "Security"}
-user-004|knowledge_vault|HubSpot Configuration: URL: https://dashboard.company.com, Access Token: wbxwmffr0jxb0h0g5pl7biri9yia17rax7hkivjdze7ha1yquvoy6vishy07ue1f, Webhook: https://hooks.company.com/kwrcctbx1qu3beoycytfw86gz9qju8m1, Settings: Retry: 4, Timeout: 79s [ID: 3293]|{"account_id": "ACC-023", "region": "East", "product_line": "Operations"}
+user-004|knowledge|HubSpot Configuration: URL: https://dashboard.company.com, Access Token: wbxwmffr0jxb0h0g5pl7biri9yia17rax7hkivjdze7ha1yquvoy6vishy07ue1f, Webhook: https://hooks.company.com/kwrcctbx1qu3beoycytfw86gz9qju8m1, Settings: Retry: 4, Timeout: 79s [ID: 3293]|{"account_id": "ACC-023", "region": "East", "product_line": "Operations"}
user-001|resource|# Complete Q4 Sales Strategy
## Purpose
@@ -11137,8 +11137,8 @@ Always communicate throughout the process
## Resources
Training materials available on internal portal [ID: 3294]|{"account_id": "ACC-153", "region": "West", "product_line": "Marketing"}
user-004|episodic|Last Thursday, I attended Tech Conference at New York. Met 46 potential leads and scheduled 3 follow-up meetings. [ID: 3295]|{"account_id": "ACC-003", "region": "East", "product_line": "Integration"}
-user-004|knowledge_vault|Data Warehouse Credentials: API Key: sk_wj9r63eka7qrgt7jgglplmnlkq07fk06, Secret: 8K6P5LQ8S4ZVDFF0BHGFLMLAO8FKMWE528538XWJ, Endpoint: https://api.service.com/v1, Region: us-east-1 [ID: 3296]|{"account_id": "ACC-158", "region": "Southwest", "product_line": "Analytics"}
-user-003|knowledge_vault|Azure Credentials: API Key: sk_an9i42gq0v4rw4dolhoe9991gqhzdhbd, Secret: Z87L113P5ZCHPE37O5RNX7ET4CY31OIXVAWS6C7J, Endpoint: https://api.service.com/v2, Region: eu-west-1 [ID: 3297]|{"account_id": "ACC-035", "region": "East", "product_line": "Financial"}
+user-004|knowledge|Data Warehouse Credentials: API Key: sk_wj9r63eka7qrgt7jgglplmnlkq07fk06, Secret: 8K6P5LQ8S4ZVDFF0BHGFLMLAO8FKMWE528538XWJ, Endpoint: https://api.service.com/v1, Region: us-east-1 [ID: 3296]|{"account_id": "ACC-158", "region": "Southwest", "product_line": "Analytics"}
+user-003|knowledge|Azure Credentials: API Key: sk_an9i42gq0v4rw4dolhoe9991gqhzdhbd, Secret: Z87L113P5ZCHPE37O5RNX7ET4CY31OIXVAWS6C7J, Endpoint: https://api.service.com/v2, Region: eu-west-1 [ID: 3297]|{"account_id": "ACC-035", "region": "East", "product_line": "Financial"}
user-004|semantic|Marketing Automation is an essential tool for modern business. It provides benefits such as increased efficiency, better decision making, and improved ROI. [ID: 3298]|{"account_id": "ACC-182", "region": "South", "product_line": "SMB"}
user-002|episodic|On Friday, I had a call with Global Enterprises regarding billing discrepancy. We resolved the problem within 2 hours and they agreed to continue their contract. [ID: 3299]|{"account_id": "ACC-189", "region": "Northeast", "product_line": "Platform"}
user-002|semantic|Lead Qualification Framework is a key metric for business performance. It helps organizations make data-driven decisions. Critical for strategic planning and optimization. [ID: 3300]|{"account_id": "ACC-095", "region": "Midwest", "product_line": "Integration"}
@@ -11177,7 +11177,7 @@ Always document throughout the process
## Resources
Training materials available on internal portal [ID: 3307]|{"account_id": "ACC-130", "region": "Midwest", "product_line": "Platform"}
-user-004|knowledge_vault|Production Database Access: Server: dev-db-10.company.com, Port: 27017, Username: admin_2766, Password: kXEYvZGK8$MavMa5, Additional: SSL: Required, Timeout: 42s [ID: 3308]|{"account_id": "ACC-012", "region": "Northeast", "product_line": "Financial"}
+user-004|knowledge|Production Database Access: Server: dev-db-10.company.com, Port: 27017, Username: admin_2766, Password: kXEYvZGK8$MavMa5, Additional: SSL: Required, Timeout: 42s [ID: 3308]|{"account_id": "ACC-012", "region": "Northeast", "product_line": "Financial"}
user-005|resource|# Comprehensive Compensation Plan
## Purpose
@@ -11201,7 +11201,7 @@ user-004|semantic|Sales Intelligence is an essential tool for modern business. I
user-002|core|Henry Brown here - I'm the Marketing Director for Smart Solutions's operations team. [ID: 3315]|{"account_id": "ACC-113", "region": "Central", "product_line": "Marketing"}
user-004|semantic|Marketing Automation refers to the measurement of business outcomes. Key characteristics include measurable outcomes, actionable insights, and continuous improvement. [ID: 3316]|{"account_id": "ACC-132", "region": "Central", "product_line": "Integration"}
user-002|semantic|Pipeline Coverage is a key metric for business performance. It helps organizations make data-driven decisions. Critical for strategic planning and optimization. [ID: 3317]|{"account_id": "ACC-042", "region": "Midwest", "product_line": "Cloud"}
-user-003|knowledge_vault|Zendesk Configuration: URL: https://portal.company.com, Access Token: ifvco34vwwk0hoxf9iwpnutbnuf2z82al3plfsk1c61hobrs166fd1v8j91j13ub, Webhook: https://hooks.company.com/ns74324hcu4z62h1c12g602bgc05bjqk, Settings: Retry: 8, Timeout: 55s [ID: 3318]|{"account_id": "ACC-096", "region": "East", "product_line": "Integration"}
+user-003|knowledge|Zendesk Configuration: URL: https://portal.company.com, Access Token: ifvco34vwwk0hoxf9iwpnutbnuf2z82al3plfsk1c61hobrs166fd1v8j91j13ub, Webhook: https://hooks.company.com/ns74324hcu4z62h1c12g602bgc05bjqk, Settings: Retry: 8, Timeout: 55s [ID: 3318]|{"account_id": "ACC-096", "region": "East", "product_line": "Integration"}
user-003|resource|# Territory Assignment
## Overview
@@ -11219,7 +11219,7 @@ We will implement measured tactics to achieve our objectives. This includes hiri
1) Complete by end of month 2) Review weekly progress 3) Adjust strategy as needed [ID: 3319]|{"account_id": "ACC-130", "region": "Southeast", "product_line": "Cloud"}
user-005|procedural|Quote generation workflow: Step 1 - Identify key stakeholders. Step 2 - Monitor progress closely. Step 3 - Negotiate terms and pricing. Step 4 - Conduct initial assessment. Step 5 - Collect feedback regularly. [ID: 3320]|{"account_id": "ACC-156", "region": "West", "product_line": "Analytics"}
user-004|procedural|Migration checklist: 1) Document lessons learned. 2) Present to decision makers. 3) Schedule implementation. 4) Negotiate terms and pricing. 5) Conduct initial assessment. [ID: 3321]|{"account_id": "ACC-146", "region": "South", "product_line": "Integration"}
-user-005|knowledge_vault|Monitoring System Access: Server: staging-db-4.company.com, Port: 27017, Username: admin_4367, Password: AqOlVun1fFM7QeT5, Additional: SSL: Required, Timeout: 25s [ID: 3322]|{"account_id": "ACC-102", "region": "Northeast", "product_line": "SMB"}
+user-005|knowledge|Monitoring System Access: Server: staging-db-4.company.com, Port: 27017, Username: admin_4367, Password: AqOlVun1fFM7QeT5, Additional: SSL: Required, Timeout: 25s [ID: 3322]|{"account_id": "ACC-102", "region": "Northeast", "product_line": "SMB"}
user-004|semantic|Lead Qualification Framework is an essential tool for modern business. It provides benefits such as increased efficiency, better decision making, and improved ROI. [ID: 3323]|{"account_id": "ACC-113", "region": "International", "product_line": "Integration"}
user-001|core|I'm Emma Wilson, CTO at Smart Solutions. My focus areas are product strategy and enterprise sales. [ID: 3324]|{"account_id": "ACC-014", "region": "Southeast", "product_line": "SMB"}
user-002|procedural|Migration checklist: 1) Negotiate terms and pricing. 2) Conduct initial assessment. 3) Identify key stakeholders. 4) Review requirements thoroughly. 5) Address concerns and objections. [ID: 3325]|{"account_id": "ACC-151", "region": "International", "product_line": "Operations"}
@@ -11227,14 +11227,14 @@ user-001|core|I'm Jack Anderson, working as Marketing Director in TechCorp. My k
user-002|core|I'm Henry Brown, Sales Engineer at Smart Solutions. My focus areas are technical consulting and product strategy. [ID: 3327]|{"account_id": "ACC-005", "region": "West", "product_line": "Operations"}
user-003|episodic|This morning at 8:30 AM, I closed a deal with Quantum Systems worth $233K annually. The contract was signed after 5 months of negotiations. [ID: 3328]|{"account_id": "ACC-039", "region": "West", "product_line": "Platform"}
user-005|episodic|On Tuesday at 13:00 PM, I had a renewal discussion with FinTech Solutions. We discussed pricing structure and they committed to a 40% increase. [ID: 3329]|{"account_id": "ACC-149", "region": "West", "product_line": "Security"}
-user-003|knowledge_vault|Azure Credentials: API Key: sk_pvykkkncv3z5x3j7fodwsb5lne5giufe, Secret: ACP16T4BN7HUUDE765Q47DW56PWG377Q1PW403WY, Endpoint: https://api.system.com/v2, Region: us-west-2 [ID: 3330]|{"account_id": "ACC-115", "region": "International", "product_line": "Marketing"}
-user-003|knowledge_vault|Marketing Platform Credentials: API Key: sk_11p7kz07trkkmsns14gxl7z4pvk6k9bx, Secret: IAA0JDXDJQEW9PTXN4D88SWDUKQ622W8Q5DFXEF8, Endpoint: https://api.service.com/v1, Region: eu-west-1 [ID: 3331]|{"account_id": "ACC-105", "region": "West", "product_line": "Financial"}
+user-003|knowledge|Azure Credentials: API Key: sk_pvykkkncv3z5x3j7fodwsb5lne5giufe, Secret: ACP16T4BN7HUUDE765Q47DW56PWG377Q1PW403WY, Endpoint: https://api.system.com/v2, Region: us-west-2 [ID: 3330]|{"account_id": "ACC-115", "region": "International", "product_line": "Marketing"}
+user-003|knowledge|Marketing Platform Credentials: API Key: sk_11p7kz07trkkmsns14gxl7z4pvk6k9bx, Secret: IAA0JDXDJQEW9PTXN4D88SWDUKQ622W8Q5DFXEF8, Endpoint: https://api.service.com/v1, Region: eu-west-1 [ID: 3331]|{"account_id": "ACC-105", "region": "West", "product_line": "Financial"}
user-003|episodic|This morning at 11:00 AM, I closed a deal with Digital Dynamics worth $464K annually. The contract was signed after 1 months of negotiations. [ID: 3332]|{"account_id": "ACC-132", "region": "South", "product_line": "Enterprise"}
user-004|semantic|Conversation Intelligence is a key metric for business performance. It helps organizations make data-driven decisions. Critical for strategic planning and optimization. [ID: 3333]|{"account_id": "ACC-100", "region": "Northeast", "product_line": "Integration"}
user-001|core|Carol Davis here - I'm the Product Manager for Global Enterprises's sales team. [ID: 3334]|{"account_id": "ACC-093", "region": "South", "product_line": "Enterprise"}
user-004|procedural|My territory planning process: First, Negotiate terms and pricing. Second, Finalize documentation. Third, Address concerns and objections. Fourth, Document lessons learned. Finally, Collect feedback regularly. [ID: 3335]|{"account_id": "ACC-147", "region": "Northeast", "product_line": "Enterprise"}
user-005|procedural|Review checklist: 1) Identify key stakeholders. 2) Prepare detailed proposal. 3) Review requirements thoroughly. 4) Present to decision makers. 5) Monitor progress closely. [ID: 3336]|{"account_id": "ACC-198", "region": "East", "product_line": "Operations"}
-user-004|knowledge_vault|Integration Hub Credentials: API Key: sk_ignbj3ll3s1pp925f7zwdck94cx8cmvl, Secret: SQSA87PZ64MZ6NUCXJG56A9WSQDXH98LLMRZX816, Endpoint: https://api.platform.com/v1, Region: ap-southeast-1 [ID: 3337]|{"account_id": "ACC-049", "region": "Northeast", "product_line": "Integration"}
+user-004|knowledge|Integration Hub Credentials: API Key: sk_ignbj3ll3s1pp925f7zwdck94cx8cmvl, Secret: SQSA87PZ64MZ6NUCXJG56A9WSQDXH98LLMRZX816, Endpoint: https://api.platform.com/v1, Region: ap-southeast-1 [ID: 3337]|{"account_id": "ACC-049", "region": "Northeast", "product_line": "Integration"}
user-001|procedural|Audit checklist: 1) Conduct initial assessment. 2) Collect feedback regularly. 3) Schedule implementation. 4) Review requirements thoroughly. 5) Negotiate terms and pricing. [ID: 3338]|{"account_id": "ACC-175", "region": "Central", "product_line": "Enterprise"}
user-004|core|I'm Carol Davis, Sales Engineer at NextGen Tech. My focus areas are customer engagement and AI solutions. [ID: 3339]|{"account_id": "ACC-165", "region": "West", "product_line": "Operations"}
user-003|resource|# Market Analysis Report
@@ -11263,7 +11263,7 @@ user-005|semantic|CRM Platform is an essential tool for modern business. It prov
user-004|episodic|Last Friday, I attended Industry Summit at Boston. Met 47 potential leads and scheduled 10 follow-up meetings. [ID: 3349]|{"account_id": "ACC-046", "region": "Southeast", "product_line": "SMB"}
user-002|procedural|My competitive analysis process: First, Identify key stakeholders. Second, Negotiate terms and pricing. Third, Finalize documentation. Fourth, Prepare detailed proposal. Finally, Conduct initial assessment. [ID: 3350]|{"account_id": "ACC-078", "region": "Southwest", "product_line": "Analytics"}
user-003|episodic|This morning at 11:30 PM, I closed a deal with Smart Solutions worth $383K annually. The contract was signed after 2 months of negotiations. [ID: 3351]|{"account_id": "ACC-139", "region": "Southwest", "product_line": "Operations"}
-user-002|knowledge_vault|Slack Configuration: URL: https://dashboard.company.com, Access Token: k5mr6kiu1egpfzdui2gw5m09qmi3ism8t1pthj54k1f67uim9wxob3ay8usffbaj, Webhook: https://hooks.company.com/r9xocpfkv50hk1qgcb8a3avabnhtghkn, Settings: Retry: 4, Timeout: 44s [ID: 3352]|{"account_id": "ACC-190", "region": "International", "product_line": "Security"}
+user-002|knowledge|Slack Configuration: URL: https://dashboard.company.com, Access Token: k5mr6kiu1egpfzdui2gw5m09qmi3ism8t1pthj54k1f67uim9wxob3ay8usffbaj, Webhook: https://hooks.company.com/r9xocpfkv50hk1qgcb8a3avabnhtghkn, Settings: Retry: 4, Timeout: 44s [ID: 3352]|{"account_id": "ACC-190", "region": "International", "product_line": "Security"}
user-001|episodic|This morning at 13:00 PM, I closed a deal with Quantum Systems worth $238K annually. The contract was signed after 5 months of negotiations. [ID: 3353]|{"account_id": "ACC-103", "region": "Midwest", "product_line": "Operations"}
user-004|core|Profile update: Jack Anderson, Senior Sales Manager position at NextGen Tech, responsible for customer retention. [ID: 3354]|{"account_id": "ACC-105", "region": "Northwest", "product_line": "Operations"}
user-002|resource|# Essential Market Analysis Report
@@ -11399,10 +11399,10 @@ We will implement strategic tactics to achieve our objectives. This includes hir
1) Complete by end of quarter 2) Review weekly progress 3) Adjust strategy as needed [ID: 3373]|{"account_id": "ACC-081", "region": "Central", "product_line": "Cloud"}
user-004|episodic|Last Wednesday, I attended Industry Summit at New York. Met 50 potential leads and scheduled 4 follow-up meetings. [ID: 3374]|{"account_id": "ACC-153", "region": "Central", "product_line": "Integration"}
user-001|semantic|Customer Churn refers to the measurement of business outcomes. Key characteristics include measurable outcomes, actionable insights, and continuous improvement. [ID: 3375]|{"account_id": "ACC-055", "region": "West", "product_line": "Platform"}
-user-003|knowledge_vault|HubSpot Configuration: URL: https://dashboard.company.com, Access Token: ql3g67ar4w8v8jppgv5rhuj3tfru8ojo0k3t9h2pnsbfuaggjlzvntvxcy8jvfd6, Webhook: https://hooks.company.com/5q0motv990t2k2mzgaf0hejqi41985em, Settings: Retry: 5, Timeout: 43s [ID: 3376]|{"account_id": "ACC-066", "region": "Southwest", "product_line": "Analytics"}
+user-003|knowledge|HubSpot Configuration: URL: https://dashboard.company.com, Access Token: ql3g67ar4w8v8jppgv5rhuj3tfru8ojo0k3t9h2pnsbfuaggjlzvntvxcy8jvfd6, Webhook: https://hooks.company.com/5q0motv990t2k2mzgaf0hejqi41985em, Settings: Retry: 5, Timeout: 43s [ID: 3376]|{"account_id": "ACC-066", "region": "Southwest", "product_line": "Analytics"}
user-005|episodic|On Friday at 11:30 PM, I had a discovery call with CloudSystems. We discussed performance metrics and received approval for pilot program. [ID: 3377]|{"account_id": "ACC-200", "region": "South", "product_line": "Platform"}
-user-002|knowledge_vault|Integration Hub Credentials: API Key: sk_8rh9y2xff0mp4x63td39parv8ib9y4jb, Secret: FH3UM4XECLV3PLOSJAPH5PMC8E00UPNW8WQEPLI8, Endpoint: https://api.platform.com/v1, Region: us-east-1 [ID: 3378]|{"account_id": "ACC-116", "region": "Southwest", "product_line": "Marketing"}
-user-003|knowledge_vault|Stripe Configuration: URL: https://app.company.com, Access Token: erevnox5wqwdocqfvejuwv6i4ucwnf60fp3kwrwwap32mkbo6mjawzlgmylp1q69, Webhook: https://hooks.company.com/mmn2f6ex18iukv01om9i7i2130p00xvz, Settings: Retry: 7, Timeout: 106s [ID: 3379]|{"account_id": "ACC-010", "region": "West", "product_line": "Enterprise"}
+user-002|knowledge|Integration Hub Credentials: API Key: sk_8rh9y2xff0mp4x63td39parv8ib9y4jb, Secret: FH3UM4XECLV3PLOSJAPH5PMC8E00UPNW8WQEPLI8, Endpoint: https://api.platform.com/v1, Region: us-east-1 [ID: 3378]|{"account_id": "ACC-116", "region": "Southwest", "product_line": "Marketing"}
+user-003|knowledge|Stripe Configuration: URL: https://app.company.com, Access Token: erevnox5wqwdocqfvejuwv6i4ucwnf60fp3kwrwwap32mkbo6mjawzlgmylp1q69, Webhook: https://hooks.company.com/mmn2f6ex18iukv01om9i7i2130p00xvz, Settings: Retry: 7, Timeout: 106s [ID: 3379]|{"account_id": "ACC-010", "region": "West", "product_line": "Enterprise"}
user-005|resource|# Comprehensive Compensation Plan
## Purpose
@@ -11420,7 +11420,7 @@ Always communicate throughout the process
Training materials available on internal portal [ID: 3380]|{"account_id": "ACC-068", "region": "Northeast", "product_line": "SMB"}
user-005|core|I'm Grace Taylor, working as Customer Success Manager in Innovation Labs. My key expertise is in B2B marketing. [ID: 3381]|{"account_id": "ACC-037", "region": "Northeast", "product_line": "Financial"}
user-002|core|I'm Henry Brown, working as Senior Sales Manager in Global Enterprises. My key expertise is in product strategy. [ID: 3382]|{"account_id": "ACC-057", "region": "Northwest", "product_line": "Security"}
-user-003|knowledge_vault|VPN Gateway Access: Server: staging-db-8.company.com, Port: 27017, Username: admin_5099, Password: 74Od0S80j#4laQ@B, Additional: SSL: Required, Timeout: 33s [ID: 3383]|{"account_id": "ACC-197", "region": "Northeast", "product_line": "Platform"}
+user-003|knowledge|VPN Gateway Access: Server: staging-db-8.company.com, Port: 27017, Username: admin_5099, Password: 74Od0S80j#4laQ@B, Additional: SSL: Required, Timeout: 33s [ID: 3383]|{"account_id": "ACC-197", "region": "Northeast", "product_line": "Platform"}
user-002|resource|# Sales Enablement Plan
## Overview
@@ -11439,11 +11439,11 @@ We will implement strategic tactics to achieve our objectives. This includes hir
user-004|episodic|This morning at 9:30 PM, I closed a deal with FinTech Solutions worth $352K annually. The contract was signed after 4 months of negotiations. [ID: 3385]|{"account_id": "ACC-040", "region": "Southwest", "product_line": "Cloud"}
user-003|episodic|Last Wednesday, I attended Networking Event at Boston. Met 35 potential leads and scheduled 7 follow-up meetings. [ID: 3386]|{"account_id": "ACC-093", "region": "South", "product_line": "Marketing"}
user-003|semantic|Customer Data Platform is an essential tool for modern business. It provides benefits such as increased efficiency, better decision making, and improved ROI. [ID: 3387]|{"account_id": "ACC-025", "region": "Midwest", "product_line": "Operations"}
-user-002|knowledge_vault|Staging Environment Access: Server: staging-db-5.company.com, Port: 6379, Username: admin_9901, Password: @3kieJjI15WaPXTE, Additional: SSL: Required, Timeout: 53s [ID: 3388]|{"account_id": "ACC-051", "region": "East", "product_line": "Platform"}
+user-002|knowledge|Staging Environment Access: Server: staging-db-5.company.com, Port: 6379, Username: admin_9901, Password: @3kieJjI15WaPXTE, Additional: SSL: Required, Timeout: 53s [ID: 3388]|{"account_id": "ACC-051", "region": "East", "product_line": "Platform"}
user-002|episodic|Last Thursday, I attended Tech Conference at Chicago. Met 15 potential leads and scheduled 4 follow-up meetings. [ID: 3389]|{"account_id": "ACC-200", "region": "Southwest", "product_line": "Operations"}
user-004|episodic|Last Wednesday, I attended Trade Show at Chicago. Met 10 potential leads and scheduled 10 follow-up meetings. [ID: 3390]|{"account_id": "ACC-119", "region": "Northwest", "product_line": "Operations"}
user-005|semantic|Customer Data Platform is an essential tool for modern business. It provides benefits such as increased efficiency, better decision making, and improved ROI. [ID: 3391]|{"account_id": "ACC-027", "region": "East", "product_line": "Cloud"}
-user-002|knowledge_vault|Salesforce Configuration: URL: https://dashboard.company.com, Access Token: mytam293r5njcpn3ka02ejlwf1wt7ozquwgjuoqkk2izpdr2eewi7j1y9g9vftr8, Webhook: https://hooks.company.com/cz3xhp0o00syp848glbyqfrufijprebe, Settings: Retry: 9, Timeout: 98s [ID: 3392]|{"account_id": "ACC-119", "region": "East", "product_line": "Integration"}
+user-002|knowledge|Salesforce Configuration: URL: https://dashboard.company.com, Access Token: mytam293r5njcpn3ka02ejlwf1wt7ozquwgjuoqkk2izpdr2eewi7j1y9g9vftr8, Webhook: https://hooks.company.com/cz3xhp0o00syp848glbyqfrufijprebe, Settings: Retry: 9, Timeout: 98s [ID: 3392]|{"account_id": "ACC-119", "region": "East", "product_line": "Integration"}
user-004|resource|# Comprehensive Compensation Plan
## Purpose
@@ -11480,16 +11480,16 @@ We will implement focused tactics to achieve our objectives. This includes hirin
## Action Items
1) Complete by end of month 2) Review weekly progress 3) Adjust strategy as needed [ID: 3399]|{"account_id": "ACC-157", "region": "Central", "product_line": "Enterprise"}
user-004|procedural|My proposal development process: First, Present to decision makers. Second, Schedule implementation. Third, Monitor progress closely. Fourth, Finalize documentation. Finally, Address concerns and objections. [ID: 3400]|{"account_id": "ACC-177", "region": "International", "product_line": "Operations"}
-user-003|knowledge_vault|File Storage Access: Server: dev-db-7.company.com, Port: 8080, Username: admin_4805, Password: V2YAn4YXjNgXECxz, Additional: SSL: Required, Timeout: 41s [ID: 3401]|{"account_id": "ACC-117", "region": "International", "product_line": "Platform"}
-user-003|knowledge_vault|Slack Configuration: URL: https://portal.company.com, Access Token: 9v1kremd6echeln5hpqxr1v37y3ly8wc6nf109k4zak39oh9p6jpo6wbgko9z15g, Webhook: https://hooks.company.com/aceuosp313dhnpak60etilxfvas84asy, Settings: Retry: 8, Timeout: 90s [ID: 3402]|{"account_id": "ACC-148", "region": "Southwest", "product_line": "Cloud"}
+user-003|knowledge|File Storage Access: Server: dev-db-7.company.com, Port: 8080, Username: admin_4805, Password: V2YAn4YXjNgXECxz, Additional: SSL: Required, Timeout: 41s [ID: 3401]|{"account_id": "ACC-117", "region": "International", "product_line": "Platform"}
+user-003|knowledge|Slack Configuration: URL: https://portal.company.com, Access Token: 9v1kremd6echeln5hpqxr1v37y3ly8wc6nf109k4zak39oh9p6jpo6wbgko9z15g, Webhook: https://hooks.company.com/aceuosp313dhnpak60etilxfvas84asy, Settings: Retry: 8, Timeout: 90s [ID: 3402]|{"account_id": "ACC-148", "region": "Southwest", "product_line": "Cloud"}
user-002|core|My name is Grace Taylor and I work as a Business Development Manager at Innovation Labs. I specialize in cloud architecture. [ID: 3403]|{"account_id": "ACC-099", "region": "Central", "product_line": "Enterprise"}
user-005|procedural|Onboarding checklist: 1) Present to decision makers. 2) Address concerns and objections. 3) Review requirements thoroughly. 4) Identify key stakeholders. 5) Monitor progress closely. [ID: 3404]|{"account_id": "ACC-071", "region": "International", "product_line": "Analytics"}
user-005|procedural|Audit checklist: 1) Address concerns and objections. 2) Document lessons learned. 3) Monitor progress closely. 4) Present to decision makers. 5) Identify key stakeholders. [ID: 3405]|{"account_id": "ACC-066", "region": "Southwest", "product_line": "Cloud"}
user-001|core|Henry Brown here - I'm the CTO for Quantum Systems's engineering team. [ID: 3406]|{"account_id": "ACC-048", "region": "Northwest", "product_line": "Enterprise"}
user-001|episodic|On Wednesday at 11:30 PM, I had a technical consultation with CloudSystems. We discussed expansion plans for Q4 and agreed to extend contract. [ID: 3407]|{"account_id": "ACC-190", "region": "Southeast", "product_line": "Platform"}
-user-003|knowledge_vault|Stripe Configuration: URL: https://portal.company.com, Access Token: 45ygk9qyoewtl1psycrfor28t2nfodttknbi5onwfiqncllq61b84nv4w0i1hgbo, Webhook: https://hooks.company.com/zlwjmvdn6nza7ho4roij95z6b15bnf3t, Settings: Retry: 3, Timeout: 32s [ID: 3408]|{"account_id": "ACC-164", "region": "Central", "product_line": "SMB"}
+user-003|knowledge|Stripe Configuration: URL: https://portal.company.com, Access Token: 45ygk9qyoewtl1psycrfor28t2nfodttknbi5onwfiqncllq61b84nv4w0i1hgbo, Webhook: https://hooks.company.com/zlwjmvdn6nza7ho4roij95z6b15bnf3t, Settings: Retry: 3, Timeout: 32s [ID: 3408]|{"account_id": "ACC-164", "region": "Central", "product_line": "SMB"}
user-004|procedural|Deal approval workflow: Step 1 - Prepare detailed proposal. Step 2 - Conduct initial assessment. Step 3 - Identify key stakeholders. Step 4 - Review requirements thoroughly. Step 5 - Document lessons learned. [ID: 3409]|{"account_id": "ACC-103", "region": "Southwest", "product_line": "Integration"}
-user-005|knowledge_vault|Backup Server Access: Server: prod-db-5.company.com, Port: 8080, Username: admin_9407, Password: f@2yIf84MGpW2oXe, Additional: SSL: Required, Timeout: 25s [ID: 3410]|{"account_id": "ACC-183", "region": "International", "product_line": "Platform"}
+user-005|knowledge|Backup Server Access: Server: prod-db-5.company.com, Port: 8080, Username: admin_9407, Password: f@2yIf84MGpW2oXe, Additional: SSL: Required, Timeout: 25s [ID: 3410]|{"account_id": "ACC-183", "region": "International", "product_line": "Platform"}
user-004|semantic|Net Promoter Score is a key metric for business performance. It helps organizations make data-driven decisions. Critical for strategic planning and optimization. [ID: 3411]|{"account_id": "ACC-147", "region": "Midwest", "product_line": "SMB"}
user-003|procedural|Review checklist: 1) Conduct initial assessment. 2) Address concerns and objections. 3) Collect feedback regularly. 4) Schedule implementation. 5) Review requirements thoroughly. [ID: 3412]|{"account_id": "ACC-192", "region": "Northeast", "product_line": "Integration"}
user-003|procedural|Escalation handling workflow: Step 1 - Address concerns and objections. Step 2 - Collect feedback regularly. Step 3 - Review requirements thoroughly. Step 4 - Present to decision makers. Step 5 - Finalize documentation. [ID: 3413]|{"account_id": "ACC-016", "region": "Southeast", "product_line": "SMB"}
@@ -11510,14 +11510,14 @@ We will implement strategic tactics to achieve our objectives. This includes hir
## Action Items
1) Complete by mid-year 2) Review weekly progress 3) Adjust strategy as needed [ID: 3415]|{"account_id": "ACC-054", "region": "Midwest", "product_line": "Financial"}
user-005|core|Frank Chen here - I'm the VP of Operations for NextGen Tech's engineering team. [ID: 3416]|{"account_id": "ACC-074", "region": "Southwest", "product_line": "SMB"}
-user-004|knowledge_vault|HubSpot Configuration: URL: https://app.company.com, Access Token: 8z5c0yc19vvyf7cglky94op0vcvtwnb60avkbj8sq2o72iizyu3c7tbqar2vyt6z, Webhook: https://hooks.company.com/tbpmi40z4yoeobtjfzkx6ds8fo43m9lz, Settings: Retry: 5, Timeout: 69s [ID: 3417]|{"account_id": "ACC-190", "region": "Northwest", "product_line": "Marketing"}
+user-004|knowledge|HubSpot Configuration: URL: https://app.company.com, Access Token: 8z5c0yc19vvyf7cglky94op0vcvtwnb60avkbj8sq2o72iizyu3c7tbqar2vyt6z, Webhook: https://hooks.company.com/tbpmi40z4yoeobtjfzkx6ds8fo43m9lz, Settings: Retry: 5, Timeout: 69s [ID: 3417]|{"account_id": "ACC-190", "region": "Northwest", "product_line": "Marketing"}
user-001|episodic|This morning at 15:00 PM, I closed a deal with NextGen Tech worth $118K annually. The contract was signed after 6 months of negotiations. [ID: 3418]|{"account_id": "ACC-110", "region": "East", "product_line": "Operations"}
user-004|core|I'm Iris Martinez, working as Product Manager in Global Enterprises. My key expertise is in customer engagement. [ID: 3419]|{"account_id": "ACC-168", "region": "East", "product_line": "SMB"}
user-004|procedural|Review checklist: 1) Present to decision makers. 2) Identify key stakeholders. 3) Negotiate terms and pricing. 4) Monitor progress closely. 5) Document lessons learned. [ID: 3420]|{"account_id": "ACC-144", "region": "West", "product_line": "Enterprise"}
user-002|procedural|My lead scoring process: First, Finalize documentation. Second, Present to decision makers. Third, Collect feedback regularly. Fourth, Identify key stakeholders. Finally, Conduct initial assessment. [ID: 3421]|{"account_id": "ACC-100", "region": "East", "product_line": "Integration"}
user-005|semantic|CRM Platform is a key metric for business performance. It helps organizations make data-driven decisions. Critical for strategic planning and optimization. [ID: 3422]|{"account_id": "ACC-159", "region": "Southwest", "product_line": "Financial"}
user-001|episodic|On Monday, I had a call with Global Enterprises regarding service outage. We resolved the problem within 5 hours and they agreed to extend the trial. [ID: 3423]|{"account_id": "ACC-001", "region": "International", "product_line": "Marketing"}
-user-003|knowledge_vault|Salesforce API Credentials: API Key: sk_93awrwi1nv3egizv4tj76nttadoognfq, Secret: NAB8ZK2FW6JHS4E4TCDON0UABSW7OXWMVSRJBSK7, Endpoint: https://api.system.com/v2, Region: us-west-2 [ID: 3424]|{"account_id": "ACC-118", "region": "International", "product_line": "SMB"}
+user-003|knowledge|Salesforce API Credentials: API Key: sk_93awrwi1nv3egizv4tj76nttadoognfq, Secret: NAB8ZK2FW6JHS4E4TCDON0UABSW7OXWMVSRJBSK7, Endpoint: https://api.system.com/v2, Region: us-west-2 [ID: 3424]|{"account_id": "ACC-118", "region": "International", "product_line": "SMB"}
user-002|episodic|Yesterday at 12:30 PM, I conducted a training session for Digital Dynamics. The feedback was very positive. [ID: 3425]|{"account_id": "ACC-021", "region": "Central", "product_line": "Platform"}
user-002|semantic|Revenue Operations is a key metric for business performance. It helps organizations make data-driven decisions. Critical for strategic planning and optimization. [ID: 3426]|{"account_id": "ACC-086", "region": "Midwest", "product_line": "Cloud"}
user-004|resource|# Complete Competitive Analysis
@@ -11552,8 +11552,8 @@ Always communicate throughout the process
## Resources
Training materials available on internal portal [ID: 3430]|{"account_id": "ACC-169", "region": "Central", "product_line": "Integration"}
-user-002|knowledge_vault|Azure Credentials: API Key: sk_m9xndaxy63xawf2driddnsqyzb5nxajl, Secret: B41PX3T5F8JO8W24LSMLYK8UWXBL1YXYIVBYIKRA, Endpoint: https://api.system.com/v2, Region: us-west-2 [ID: 3431]|{"account_id": "ACC-192", "region": "International", "product_line": "Financial"}
-user-005|knowledge_vault|File Storage Access: Server: prod-db-1.company.com, Port: 3306, Username: admin_7591, Password: O8l$FQQCcs3@IcXD, Additional: SSL: Required, Timeout: 42s [ID: 3432]|{"account_id": "ACC-126", "region": "Northeast", "product_line": "Marketing"}
+user-002|knowledge|Azure Credentials: API Key: sk_m9xndaxy63xawf2driddnsqyzb5nxajl, Secret: B41PX3T5F8JO8W24LSMLYK8UWXBL1YXYIVBYIKRA, Endpoint: https://api.system.com/v2, Region: us-west-2 [ID: 3431]|{"account_id": "ACC-192", "region": "International", "product_line": "Financial"}
+user-005|knowledge|File Storage Access: Server: prod-db-1.company.com, Port: 3306, Username: admin_7591, Password: O8l$FQQCcs3@IcXD, Additional: SSL: Required, Timeout: 42s [ID: 3432]|{"account_id": "ACC-126", "region": "Northeast", "product_line": "Marketing"}
user-001|semantic|Account-Based Marketing is a key metric for business performance. It helps organizations make data-driven decisions. Critical for strategic planning and optimization. [ID: 3433]|{"account_id": "ACC-198", "region": "Southeast", "product_line": "Analytics"}
user-004|procedural|Review checklist: 1) Negotiate terms and pricing. 2) Collect feedback regularly. 3) Prepare detailed proposal. 4) Review requirements thoroughly. 5) Finalize documentation. [ID: 3434]|{"account_id": "ACC-116", "region": "Southwest", "product_line": "Analytics"}
user-003|core|I'm Jack Anderson, working as Solutions Architect in TechCorp. My key expertise is in business intelligence. [ID: 3435]|{"account_id": "ACC-105", "region": "South", "product_line": "Security"}
@@ -11577,7 +11577,7 @@ user-001|procedural|My account planning process: First, Schedule implementation.
user-001|semantic|Customer Data Platform is an essential tool for modern business. It provides benefits such as increased efficiency, better decision making, and improved ROI. [ID: 3439]|{"account_id": "ACC-176", "region": "Northwest", "product_line": "Analytics"}
user-002|core|I'm Jack Anderson, working as Account Executive in CloudSystems. My key expertise is in technical consulting. [ID: 3440]|{"account_id": "ACC-132", "region": "Southeast", "product_line": "Operations"}
user-002|procedural|My sales qualification process: First, Monitor progress closely. Second, Present to decision makers. Third, Negotiate terms and pricing. Fourth, Schedule implementation. Finally, Collect feedback regularly. [ID: 3441]|{"account_id": "ACC-136", "region": "South", "product_line": "Security"}
-user-005|knowledge_vault|Production Database Access: Server: dev-db-3.company.com, Port: 27017, Username: admin_6457, Password: W!JEJ@HrhXE!O3#n, Additional: SSL: Required, Timeout: 16s [ID: 3442]|{"account_id": "ACC-138", "region": "Northwest", "product_line": "Platform"}
+user-005|knowledge|Production Database Access: Server: dev-db-3.company.com, Port: 27017, Username: admin_6457, Password: W!JEJ@HrhXE!O3#n, Additional: SSL: Required, Timeout: 16s [ID: 3442]|{"account_id": "ACC-138", "region": "Northwest", "product_line": "Platform"}
user-002|semantic|Marketing Automation refers to the measurement of business outcomes. Key characteristics include measurable outcomes, actionable insights, and continuous improvement. [ID: 3443]|{"account_id": "ACC-063", "region": "West", "product_line": "Analytics"}
user-001|procedural|My account planning process: First, Prepare detailed proposal. Second, Present to decision makers. Third, Address concerns and objections. Fourth, Schedule implementation. Finally, Review requirements thoroughly. [ID: 3444]|{"account_id": "ACC-120", "region": "Southwest", "product_line": "Analytics"}
user-002|core|Henry Brown here - I'm the Business Development Manager for Digital Dynamics's sales team. [ID: 3445]|{"account_id": "ACC-105", "region": "South", "product_line": "Analytics"}
@@ -11614,7 +11614,7 @@ user-005|core|I'm Grace Taylor, working as Customer Success Manager in Digital D
user-003|semantic|Digital Sales Room is a key metric for business performance. It helps organizations make data-driven decisions. Critical for strategic planning and optimization. [ID: 3462]|{"account_id": "ACC-153", "region": "Northwest", "product_line": "SMB"}
user-003|episodic|On Monday at 17:00 AM, I had a technical consultation with Innovation Labs. We discussed expansion plans for Q4 and scheduled technical workshop. [ID: 3463]|{"account_id": "ACC-029", "region": "Northeast", "product_line": "Security"}
user-005|episodic|On Tuesday, I had a call with FinTech Solutions regarding feature request. We resolved the problem within 1 hours and they agreed to continue their contract. [ID: 3464]|{"account_id": "ACC-195", "region": "East", "product_line": "Enterprise"}
-user-003|knowledge_vault|Zendesk Configuration: URL: https://app.company.com, Access Token: 230b26wl1550537ckf2gikvs82iwpl1nhyya1whnhu9n0hwgvazzzaawipp7esn6, Webhook: https://hooks.company.com/d0lt93g0njx7hr0ahbqri4osicra2761, Settings: Retry: 6, Timeout: 72s [ID: 3465]|{"account_id": "ACC-012", "region": "Northwest", "product_line": "Marketing"}
+user-003|knowledge|Zendesk Configuration: URL: https://app.company.com, Access Token: 230b26wl1550537ckf2gikvs82iwpl1nhyya1whnhu9n0hwgvazzzaawipp7esn6, Webhook: https://hooks.company.com/d0lt93g0njx7hr0ahbqri4osicra2761, Settings: Retry: 6, Timeout: 72s [ID: 3465]|{"account_id": "ACC-012", "region": "Northwest", "product_line": "Marketing"}
user-003|resource|# Comprehensive Q4 Sales Strategy
## Purpose
@@ -11646,10 +11646,10 @@ We will implement measured tactics to achieve our objectives. This includes hiri
## Action Items
1) Complete by end of quarter 2) Review weekly progress 3) Adjust strategy as needed [ID: 3467]|{"account_id": "ACC-108", "region": "International", "product_line": "SMB"}
user-002|procedural|Implementation checklist: 1) Review requirements thoroughly. 2) Present to decision makers. 3) Finalize documentation. 4) Collect feedback regularly. 5) Monitor progress closely. [ID: 3468]|{"account_id": "ACC-072", "region": "West", "product_line": "Financial"}
-user-003|knowledge_vault|Analytics Platform Access: Server: prod-db-9.company.com, Port: 27017, Username: admin_5264, Password: p0$Yf$r!a0MuQAlN, Additional: SSL: Required, Timeout: 15s [ID: 3469]|{"account_id": "ACC-046", "region": "Northwest", "product_line": "Integration"}
-user-005|knowledge_vault|Slack Configuration: URL: https://dashboard.company.com, Access Token: 2zk940b2k5t8mhkwmlpth92s8h1a47tnxqr1fo3saxamr0vdsxvas2un8xdky0lo, Webhook: https://hooks.company.com/1nrv5lgzg14t06uye6nd36kuh4a4dfdo, Settings: Retry: 5, Timeout: 54s [ID: 3470]|{"account_id": "ACC-030", "region": "South", "product_line": "Operations"}
+user-003|knowledge|Analytics Platform Access: Server: prod-db-9.company.com, Port: 27017, Username: admin_5264, Password: p0$Yf$r!a0MuQAlN, Additional: SSL: Required, Timeout: 15s [ID: 3469]|{"account_id": "ACC-046", "region": "Northwest", "product_line": "Integration"}
+user-005|knowledge|Slack Configuration: URL: https://dashboard.company.com, Access Token: 2zk940b2k5t8mhkwmlpth92s8h1a47tnxqr1fo3saxamr0vdsxvas2un8xdky0lo, Webhook: https://hooks.company.com/1nrv5lgzg14t06uye6nd36kuh4a4dfdo, Settings: Retry: 5, Timeout: 54s [ID: 3470]|{"account_id": "ACC-030", "region": "South", "product_line": "Operations"}
user-002|semantic|Pipeline Coverage is a key metric for business performance. It helps organizations make data-driven decisions. Critical for strategic planning and optimization. [ID: 3471]|{"account_id": "ACC-056", "region": "South", "product_line": "Operations"}
-user-001|knowledge_vault|Zendesk Configuration: URL: https://dashboard.company.com, Access Token: bvnq7q94wja0vwxtk6ydigzemrndnn95toyl24zn8hwmjurhtrsxoyskc4nxn83y, Webhook: https://hooks.company.com/pd3heyistpj7cx4hhh3nym912dqi77wv, Settings: Retry: 5, Timeout: 97s [ID: 3472]|{"account_id": "ACC-025", "region": "International", "product_line": "Integration"}
+user-001|knowledge|Zendesk Configuration: URL: https://dashboard.company.com, Access Token: bvnq7q94wja0vwxtk6ydigzemrndnn95toyl24zn8hwmjurhtrsxoyskc4nxn83y, Webhook: https://hooks.company.com/pd3heyistpj7cx4hhh3nym912dqi77wv, Settings: Retry: 5, Timeout: 97s [ID: 3472]|{"account_id": "ACC-025", "region": "International", "product_line": "Integration"}
user-001|core|I'm Iris Martinez, working as Account Executive in Global Enterprises. My key expertise is in customer engagement. [ID: 3473]|{"account_id": "ACC-192", "region": "Northwest", "product_line": "Security"}
user-004|core|David Lee here - I'm the Account Executive for Smart Solutions's operations team. [ID: 3474]|{"account_id": "ACC-065", "region": "Northeast", "product_line": "Cloud"}
user-003|resource|# Product Pricing Guide
@@ -11672,7 +11672,7 @@ user-005|procedural|Review checklist: 1) Prepare detailed proposal. 2) Collect f
user-004|semantic|Lead Qualification Framework is an essential tool for modern business. It provides benefits such as increased efficiency, better decision making, and improved ROI. [ID: 3478]|{"account_id": "ACC-140", "region": "Northeast", "product_line": "Enterprise"}
user-004|semantic|Sales Velocity refers to the measurement of business outcomes. Key characteristics include measurable outcomes, actionable insights, and continuous improvement. [ID: 3479]|{"account_id": "ACC-144", "region": "West", "product_line": "Platform"}
user-002|episodic|On Wednesday at 11:00 PM, I had a contract negotiation with Innovation Labs. We discussed security compliance and requested proposal revision. [ID: 3480]|{"account_id": "ACC-041", "region": "Northeast", "product_line": "Operations"}
-user-002|knowledge_vault|Stripe Configuration: URL: https://dashboard.company.com, Access Token: iw6u8yp59xjdn7tw9eketyetge7cc394oall05kzlcgfo6b5bxc2n5ae3aor5f3s, Webhook: https://hooks.company.com/cl6sknim8vdqtf0b93pwglmfz4xl0gno, Settings: Retry: 8, Timeout: 87s [ID: 3481]|{"account_id": "ACC-132", "region": "Southwest", "product_line": "Enterprise"}
+user-002|knowledge|Stripe Configuration: URL: https://dashboard.company.com, Access Token: iw6u8yp59xjdn7tw9eketyetge7cc394oall05kzlcgfo6b5bxc2n5ae3aor5f3s, Webhook: https://hooks.company.com/cl6sknim8vdqtf0b93pwglmfz4xl0gno, Settings: Retry: 8, Timeout: 87s [ID: 3481]|{"account_id": "ACC-132", "region": "Southwest", "product_line": "Enterprise"}
user-003|episodic|On Wednesday at 16:30 PM, I had a product demo with Innovation Labs. We discussed budget allocation and scheduled technical workshop. [ID: 3482]|{"account_id": "ACC-193", "region": "East", "product_line": "SMB"}
user-004|resource|# Competitive Analysis
@@ -11692,9 +11692,9 @@ We will implement aggressive tactics to achieve our objectives. This includes hi
user-002|procedural|Migration checklist: 1) Monitor progress closely. 2) Negotiate terms and pricing. 3) Address concerns and objections. 4) Review requirements thoroughly. 5) Prepare detailed proposal. [ID: 3484]|{"account_id": "ACC-097", "region": "Midwest", "product_line": "Financial"}
user-003|procedural|My lead scoring process: First, Identify key stakeholders. Second, Conduct initial assessment. Third, Prepare detailed proposal. Fourth, Schedule implementation. Finally, Monitor progress closely. [ID: 3485]|{"account_id": "ACC-080", "region": "Central", "product_line": "Integration"}
user-003|procedural|Customer handoff workflow: Step 1 - Prepare detailed proposal. Step 2 - Identify key stakeholders. Step 3 - Negotiate terms and pricing. Step 4 - Finalize documentation. Step 5 - Present to decision makers. [ID: 3486]|{"account_id": "ACC-160", "region": "East", "product_line": "Enterprise"}
-user-002|knowledge_vault|Integration Hub Credentials: API Key: sk_rcngix4d6dulbhljyfzmgkjq2uo9la7t, Secret: TGYME7LIPPEJVKJ0YIWTOUJ0B1K770PH4OG1XT0O, Endpoint: https://api.platform.com/v3, Region: eu-west-1 [ID: 3487]|{"account_id": "ACC-161", "region": "Midwest", "product_line": "Operations"}
+user-002|knowledge|Integration Hub Credentials: API Key: sk_rcngix4d6dulbhljyfzmgkjq2uo9la7t, Secret: TGYME7LIPPEJVKJ0YIWTOUJ0B1K770PH4OG1XT0O, Endpoint: https://api.platform.com/v3, Region: eu-west-1 [ID: 3487]|{"account_id": "ACC-161", "region": "Midwest", "product_line": "Operations"}
user-003|core|I'm Grace Taylor, working as Product Manager in Innovation Labs. My key expertise is in customer engagement. [ID: 3488]|{"account_id": "ACC-032", "region": "Northeast", "product_line": "Security"}
-user-003|knowledge_vault|File Storage Access: Server: staging-db-9.company.com, Port: 27017, Username: admin_2340, Password: J16zI15KlmqPxp!g, Additional: SSL: Required, Timeout: 57s [ID: 3489]|{"account_id": "ACC-043", "region": "Southeast", "product_line": "Operations"}
+user-003|knowledge|File Storage Access: Server: staging-db-9.company.com, Port: 27017, Username: admin_2340, Password: J16zI15KlmqPxp!g, Additional: SSL: Required, Timeout: 57s [ID: 3489]|{"account_id": "ACC-043", "region": "Southeast", "product_line": "Operations"}
user-005|core|I'm David Lee, Sales Engineer at CloudSystems. My focus areas are product strategy and B2B marketing. [ID: 3490]|{"account_id": "ACC-075", "region": "Northwest", "product_line": "Financial"}
user-002|resource|# Territory Assignment
@@ -11711,7 +11711,7 @@ We will implement measured tactics to achieve our objectives. This includes hiri
## Action Items
1) Complete by mid-year 2) Review weekly progress 3) Adjust strategy as needed [ID: 3491]|{"account_id": "ACC-195", "region": "East", "product_line": "Marketing"}
-user-005|knowledge_vault|HubSpot Configuration: URL: https://portal.company.com, Access Token: 8qa5tz1jlh5v183rwp0nz0oasfx3sayl04pnlhef0grlvp6mf1qxy5isy9pavx8t, Webhook: https://hooks.company.com/esuvre5ko4yf269bl3ypazf38og73y50, Settings: Retry: 8, Timeout: 104s [ID: 3492]|{"account_id": "ACC-002", "region": "West", "product_line": "Analytics"}
+user-005|knowledge|HubSpot Configuration: URL: https://portal.company.com, Access Token: 8qa5tz1jlh5v183rwp0nz0oasfx3sayl04pnlhef0grlvp6mf1qxy5isy9pavx8t, Webhook: https://hooks.company.com/esuvre5ko4yf269bl3ypazf38og73y50, Settings: Retry: 8, Timeout: 104s [ID: 3492]|{"account_id": "ACC-002", "region": "West", "product_line": "Analytics"}
user-004|resource|# Essential Territory Assignment
## Purpose
@@ -11752,12 +11752,12 @@ Training materials available on internal portal [ID: 3501]|{"account_id": "ACC-1
user-001|procedural|Onboarding checklist: 1) Identify key stakeholders. 2) Review requirements thoroughly. 3) Conduct initial assessment. 4) Present to decision makers. 5) Document lessons learned. [ID: 3502]|{"account_id": "ACC-157", "region": "Central", "product_line": "Cloud"}
user-005|procedural|Quote generation workflow: Step 1 - Identify key stakeholders. Step 2 - Document lessons learned. Step 3 - Address concerns and objections. Step 4 - Monitor progress closely. Step 5 - Schedule implementation. [ID: 3503]|{"account_id": "ACC-073", "region": "Southeast", "product_line": "Platform"}
user-003|procedural|Pipeline review workflow: Step 1 - Finalize documentation. Step 2 - Document lessons learned. Step 3 - Conduct initial assessment. Step 4 - Address concerns and objections. Step 5 - Prepare detailed proposal. [ID: 3504]|{"account_id": "ACC-055", "region": "International", "product_line": "Platform"}
-user-004|knowledge_vault|Data Warehouse Credentials: API Key: sk_c4wu2d0uv0w92h3c1mjmlcyehj98e9cl, Secret: ANWQP2IEV5R1KDFCUMOZEF9UWEP8TLVXMEGE5OXX, Endpoint: https://api.service.com/v3, Region: ap-southeast-1 [ID: 3505]|{"account_id": "ACC-053", "region": "Midwest", "product_line": "Marketing"}
-user-003|knowledge_vault|Backup Server Access: Server: dev-db-6.company.com, Port: 3306, Username: admin_8187, Password: TGPF$kEViLA1q@iL, Additional: SSL: Required, Timeout: 30s [ID: 3506]|{"account_id": "ACC-163", "region": "Northeast", "product_line": "Integration"}
+user-004|knowledge|Data Warehouse Credentials: API Key: sk_c4wu2d0uv0w92h3c1mjmlcyehj98e9cl, Secret: ANWQP2IEV5R1KDFCUMOZEF9UWEP8TLVXMEGE5OXX, Endpoint: https://api.service.com/v3, Region: ap-southeast-1 [ID: 3505]|{"account_id": "ACC-053", "region": "Midwest", "product_line": "Marketing"}
+user-003|knowledge|Backup Server Access: Server: dev-db-6.company.com, Port: 3306, Username: admin_8187, Password: TGPF$kEViLA1q@iL, Additional: SSL: Required, Timeout: 30s [ID: 3506]|{"account_id": "ACC-163", "region": "Northeast", "product_line": "Integration"}
user-003|core|I'm Iris Martinez, Business Development Manager at CloudSystems. My focus areas are product strategy and digital transformation. [ID: 3507]|{"account_id": "ACC-098", "region": "Midwest", "product_line": "Analytics"}
-user-003|knowledge_vault|HubSpot Configuration: URL: https://portal.company.com, Access Token: xkdnw1hiozc5bc5y88jda1p4u9qw9dprbtscxjbgex9z65l14spzirnlhhq7rt1y, Webhook: https://hooks.company.com/kditqwmfxr72e5sb0ngwgiwpemnqadov, Settings: Retry: 7, Timeout: 90s [ID: 3508]|{"account_id": "ACC-001", "region": "International", "product_line": "Marketing"}
+user-003|knowledge|HubSpot Configuration: URL: https://portal.company.com, Access Token: xkdnw1hiozc5bc5y88jda1p4u9qw9dprbtscxjbgex9z65l14spzirnlhhq7rt1y, Webhook: https://hooks.company.com/kditqwmfxr72e5sb0ngwgiwpemnqadov, Settings: Retry: 7, Timeout: 90s [ID: 3508]|{"account_id": "ACC-001", "region": "International", "product_line": "Marketing"}
user-002|episodic|On Thursday, I had a call with CloudSystems regarding service outage. We resolved the problem within 4 hours and they agreed to expand to more users. [ID: 3509]|{"account_id": "ACC-134", "region": "Southeast", "product_line": "SMB"}
-user-001|knowledge_vault|Stripe Configuration: URL: https://app.company.com, Access Token: bo6s851oxj9axaqx0lmdxvae2u3udt1g202aeiypgnuaszazsebodrp0s2dxxe5h, Webhook: https://hooks.company.com/fg6oak1rhb4418rk24qe8s9mradcayca, Settings: Retry: 5, Timeout: 95s [ID: 3510]|{"account_id": "ACC-072", "region": "Northeast", "product_line": "SMB"}
+user-001|knowledge|Stripe Configuration: URL: https://app.company.com, Access Token: bo6s851oxj9axaqx0lmdxvae2u3udt1g202aeiypgnuaszazsebodrp0s2dxxe5h, Webhook: https://hooks.company.com/fg6oak1rhb4418rk24qe8s9mradcayca, Settings: Retry: 5, Timeout: 95s [ID: 3510]|{"account_id": "ACC-072", "region": "Northeast", "product_line": "SMB"}
user-004|resource|# Essential Customer Success Playbook
## Purpose
@@ -11895,21 +11895,21 @@ Always communicate throughout the process
Training materials available on internal portal [ID: 3533]|{"account_id": "ACC-144", "region": "South", "product_line": "SMB"}
user-004|core|My name is Jack Anderson and I work as a Customer Success Manager at CloudSystems. I specialize in enterprise sales. [ID: 3534]|{"account_id": "ACC-023", "region": "Northwest", "product_line": "Financial"}
user-002|procedural|My sales qualification process: First, Collect feedback regularly. Second, Document lessons learned. Third, Review requirements thoroughly. Fourth, Address concerns and objections. Finally, Prepare detailed proposal. [ID: 3535]|{"account_id": "ACC-120", "region": "International", "product_line": "Cloud"}
-user-003|knowledge_vault|HubSpot Configuration: URL: https://portal.company.com, Access Token: p0licyrlmf7mwhx7l8gzqieezq6bfp8bv8m3zxz4s1707mpju9jiw1f6u64zu4kx, Webhook: https://hooks.company.com/xd5f6u2zlf80x2i3s9030el5theorgyj, Settings: Retry: 10, Timeout: 46s [ID: 3536]|{"account_id": "ACC-041", "region": "South", "product_line": "Cloud"}
+user-003|knowledge|HubSpot Configuration: URL: https://portal.company.com, Access Token: p0licyrlmf7mwhx7l8gzqieezq6bfp8bv8m3zxz4s1707mpju9jiw1f6u64zu4kx, Webhook: https://hooks.company.com/xd5f6u2zlf80x2i3s9030el5theorgyj, Settings: Retry: 10, Timeout: 46s [ID: 3536]|{"account_id": "ACC-041", "region": "South", "product_line": "Cloud"}
user-001|procedural|Deal approval workflow: Step 1 - Finalize documentation. Step 2 - Monitor progress closely. Step 3 - Review requirements thoroughly. Step 4 - Conduct initial assessment. Step 5 - Collect feedback regularly. [ID: 3537]|{"account_id": "ACC-040", "region": "Central", "product_line": "SMB"}
user-001|episodic|On Monday at 16:30 PM, I had a technical consultation with TechCorp. We discussed security compliance and requested proposal revision. [ID: 3538]|{"account_id": "ACC-191", "region": "Midwest", "product_line": "Marketing"}
-user-003|knowledge_vault|Slack Configuration: URL: https://app.company.com, Access Token: xe9f9akdyhzo9yvn73dl5dtn7qol8m1hjtfwtozuvd18ks3064wye9ptj7rv8qu6, Webhook: https://hooks.company.com/ne9d0ede55egitnbbgm4ctrz654t4a1y, Settings: Retry: 10, Timeout: 53s [ID: 3539]|{"account_id": "ACC-190", "region": "Southeast", "product_line": "Integration"}
+user-003|knowledge|Slack Configuration: URL: https://app.company.com, Access Token: xe9f9akdyhzo9yvn73dl5dtn7qol8m1hjtfwtozuvd18ks3064wye9ptj7rv8qu6, Webhook: https://hooks.company.com/ne9d0ede55egitnbbgm4ctrz654t4a1y, Settings: Retry: 10, Timeout: 53s [ID: 3539]|{"account_id": "ACC-190", "region": "Southeast", "product_line": "Integration"}
user-004|episodic|Last Wednesday, I attended Industry Summit at Boston. Met 23 potential leads and scheduled 13 follow-up meetings. [ID: 3540]|{"account_id": "ACC-101", "region": "Southeast", "product_line": "Platform"}
-user-004|knowledge_vault|Salesforce Configuration: URL: https://app.company.com, Access Token: gokp29dt3kl6r0f6jraml0p2qpkdkcr6lu89pbo9injdxjzvng5fhx2t07mm8kd2, Webhook: https://hooks.company.com/m6skacc35ntj5vckdif7xngewm8tsyxj, Settings: Retry: 10, Timeout: 41s [ID: 3541]|{"account_id": "ACC-134", "region": "Southeast", "product_line": "Enterprise"}
+user-004|knowledge|Salesforce Configuration: URL: https://app.company.com, Access Token: gokp29dt3kl6r0f6jraml0p2qpkdkcr6lu89pbo9injdxjzvng5fhx2t07mm8kd2, Webhook: https://hooks.company.com/m6skacc35ntj5vckdif7xngewm8tsyxj, Settings: Retry: 10, Timeout: 41s [ID: 3541]|{"account_id": "ACC-134", "region": "Southeast", "product_line": "Enterprise"}
user-002|semantic|Sales Velocity is an essential tool for modern business. It provides benefits such as increased efficiency, better decision making, and improved ROI. [ID: 3542]|{"account_id": "ACC-042", "region": "Midwest", "product_line": "Operations"}
user-002|episodic|Yesterday at 13:00 PM, I conducted a presentation for CloudSystems. Deal moved to final stage. [ID: 3543]|{"account_id": "ACC-120", "region": "Northeast", "product_line": "Enterprise"}
user-001|core|Profile update: Henry Brown, Account Executive position at DataVision Inc, responsible for customer retention. [ID: 3544]|{"account_id": "ACC-183", "region": "International", "product_line": "SMB"}
user-003|procedural|My proposal development process: First, Conduct initial assessment. Second, Present to decision makers. Third, Identify key stakeholders. Fourth, Review requirements thoroughly. Finally, Address concerns and objections. [ID: 3545]|{"account_id": "ACC-052", "region": "Southwest", "product_line": "Operations"}
-user-003|knowledge_vault|Integration Hub Credentials: API Key: sk_6x6iss0fxajvnsr66s0do8b0b0dusx40, Secret: X4Y2CH8NT6TI12N4G9BTQM0CZ94C6LMNP4W1NQEY, Endpoint: https://api.system.com/v2, Region: us-east-1 [ID: 3546]|{"account_id": "ACC-171", "region": "Central", "product_line": "Analytics"}
+user-003|knowledge|Integration Hub Credentials: API Key: sk_6x6iss0fxajvnsr66s0do8b0b0dusx40, Secret: X4Y2CH8NT6TI12N4G9BTQM0CZ94C6LMNP4W1NQEY, Endpoint: https://api.system.com/v2, Region: us-east-1 [ID: 3546]|{"account_id": "ACC-171", "region": "Central", "product_line": "Analytics"}
user-004|episodic|This morning at 11:00 PM, I closed a deal with DataVision Inc worth $276K annually. The contract was signed after 3 months of negotiations. [ID: 3547]|{"account_id": "ACC-037", "region": "West", "product_line": "Marketing"}
user-001|semantic|Win Rate is a key metric for business performance. It helps organizations make data-driven decisions. Critical for strategic planning and optimization. [ID: 3548]|{"account_id": "ACC-075", "region": "Northwest", "product_line": "Security"}
user-004|core|Profile update: Henry Brown, Customer Success Manager position at DataVision Inc, responsible for customer retention. [ID: 3549]|{"account_id": "ACC-029", "region": "Midwest", "product_line": "Integration"}
-user-005|knowledge_vault|Salesforce Configuration: URL: https://app.company.com, Access Token: whjqbkbfpu86g9u7t68v5ovkxfe6wl8aa69j8f2esgwrqups276zxg5td9mnbuvg, Webhook: https://hooks.company.com/z5f7jtfgfhm9qe8g4t6ao3kd7r4yocc3, Settings: Retry: 9, Timeout: 115s [ID: 3550]|{"account_id": "ACC-051", "region": "Northeast", "product_line": "Analytics"}
+user-005|knowledge|Salesforce Configuration: URL: https://app.company.com, Access Token: whjqbkbfpu86g9u7t68v5ovkxfe6wl8aa69j8f2esgwrqups276zxg5td9mnbuvg, Webhook: https://hooks.company.com/z5f7jtfgfhm9qe8g4t6ao3kd7r4yocc3, Settings: Retry: 9, Timeout: 115s [ID: 3550]|{"account_id": "ACC-051", "region": "Northeast", "product_line": "Analytics"}
user-003|core|I'm Frank Chen, Account Executive at CloudSystems. My focus areas are business intelligence and technical consulting. [ID: 3551]|{"account_id": "ACC-172", "region": "East", "product_line": "SMB"}
user-002|core|Profile update: Henry Brown, Marketing Director position at Smart Solutions, responsible for customer retention. [ID: 3552]|{"account_id": "ACC-136", "region": "Southwest", "product_line": "Operations"}
user-004|resource|# Compensation Plan
@@ -11928,7 +11928,7 @@ We will implement aggressive tactics to achieve our objectives. This includes hi
## Action Items
1) Complete by end of quarter 2) Review weekly progress 3) Adjust strategy as needed [ID: 3553]|{"account_id": "ACC-154", "region": "Southwest", "product_line": "Security"}
user-003|semantic|Digital Sales Room is an essential tool for modern business. It provides benefits such as increased efficiency, better decision making, and improved ROI. [ID: 3554]|{"account_id": "ACC-058", "region": "East", "product_line": "Marketing"}
-user-005|knowledge_vault|Marketing Platform Credentials: API Key: sk_wqa3txv405ce0wew4vm4fsdt616bnmgu, Secret: B6EWOHU9BO21Q8TU5WT5O1Q9AK1CW2P0ZFUP1QHV, Endpoint: https://api.service.com/v1, Region: ap-southeast-1 [ID: 3555]|{"account_id": "ACC-087", "region": "East", "product_line": "Security"}
+user-005|knowledge|Marketing Platform Credentials: API Key: sk_wqa3txv405ce0wew4vm4fsdt616bnmgu, Secret: B6EWOHU9BO21Q8TU5WT5O1Q9AK1CW2P0ZFUP1QHV, Endpoint: https://api.service.com/v1, Region: ap-southeast-1 [ID: 3555]|{"account_id": "ACC-087", "region": "East", "product_line": "Security"}
user-005|procedural|Migration checklist: 1) Identify key stakeholders. 2) Schedule implementation. 3) Negotiate terms and pricing. 4) Review requirements thoroughly. 5) Prepare detailed proposal. [ID: 3556]|{"account_id": "ACC-082", "region": "International", "product_line": "Marketing"}
user-004|procedural|My contract renewal process: First, Collect feedback regularly. Second, Conduct initial assessment. Third, Address concerns and objections. Fourth, Prepare detailed proposal. Finally, Document lessons learned. [ID: 3557]|{"account_id": "ACC-151", "region": "East", "product_line": "Operations"}
user-002|episodic|Last Monday, I attended Trade Show at New York. Met 43 potential leads and scheduled 10 follow-up meetings. [ID: 3558]|{"account_id": "ACC-051", "region": "Southwest", "product_line": "Analytics"}
@@ -11985,7 +11985,7 @@ We will implement measured tactics to achieve our objectives. This includes hiri
user-001|episodic|Last Thursday, I attended Trade Show at San Francisco. Met 14 potential leads and scheduled 7 follow-up meetings. [ID: 3567]|{"account_id": "ACC-022", "region": "Midwest", "product_line": "Enterprise"}
user-001|core|I'm Carol Davis, CTO at Global Enterprises. My focus areas are customer engagement and customer engagement. [ID: 3568]|{"account_id": "ACC-087", "region": "International", "product_line": "SMB"}
user-001|core|I'm Emma Wilson, Marketing Director at Digital Dynamics. My focus areas are B2B marketing and data analytics. [ID: 3569]|{"account_id": "ACC-160", "region": "Midwest", "product_line": "Analytics"}
-user-003|knowledge_vault|Production Database Access: Server: dev-db-9.company.com, Port: 6379, Username: admin_2009, Password: !vfx5c7P834dgLDm, Additional: SSL: Required, Timeout: 13s [ID: 3570]|{"account_id": "ACC-197", "region": "Southwest", "product_line": "Analytics"}
+user-003|knowledge|Production Database Access: Server: dev-db-9.company.com, Port: 6379, Username: admin_2009, Password: !vfx5c7P834dgLDm, Additional: SSL: Required, Timeout: 13s [ID: 3570]|{"account_id": "ACC-197", "region": "Southwest", "product_line": "Analytics"}
user-002|semantic|Customer Lifetime Value is a key metric for business performance. It helps organizations make data-driven decisions. Critical for strategic planning and optimization. [ID: 3571]|{"account_id": "ACC-052", "region": "Northeast", "product_line": "Financial"}
user-005|episodic|On Thursday, I had a call with Innovation Labs regarding performance concerns. We resolved the problem within 2 hours and they agreed to continue their contract. [ID: 3572]|{"account_id": "ACC-073", "region": "Northeast", "product_line": "Financial"}
user-001|core|My name is Jack Anderson and I work as a Customer Success Manager at DataVision Inc. I specialize in customer engagement. [ID: 3573]|{"account_id": "ACC-193", "region": "International", "product_line": "Enterprise"}
@@ -12004,12 +12004,12 @@ Always validate throughout the process
## Resources
Training materials available on internal portal [ID: 3574]|{"account_id": "ACC-070", "region": "Southwest", "product_line": "Cloud"}
-user-005|knowledge_vault|Marketing Platform Credentials: API Key: sk_b58knrx4nv7b2temjvcsmtbkvy7yzqkm, Secret: YMQJFR1LE1B1PSCXNEBH8WSVPJXUGJZBA2VHLW24, Endpoint: https://api.platform.com/v1, Region: us-west-2 [ID: 3575]|{"account_id": "ACC-044", "region": "Southwest", "product_line": "Analytics"}
+user-005|knowledge|Marketing Platform Credentials: API Key: sk_b58knrx4nv7b2temjvcsmtbkvy7yzqkm, Secret: YMQJFR1LE1B1PSCXNEBH8WSVPJXUGJZBA2VHLW24, Endpoint: https://api.platform.com/v1, Region: us-west-2 [ID: 3575]|{"account_id": "ACC-044", "region": "Southwest", "product_line": "Analytics"}
user-001|semantic|Conversation Intelligence refers to the measurement of business outcomes. Key characteristics include measurable outcomes, actionable insights, and continuous improvement. [ID: 3576]|{"account_id": "ACC-193", "region": "Southeast", "product_line": "Analytics"}
user-004|semantic|Customer Lifetime Value refers to the measurement of business outcomes. Key characteristics include measurable outcomes, actionable insights, and continuous improvement. [ID: 3577]|{"account_id": "ACC-135", "region": "Southwest", "product_line": "SMB"}
user-001|core|I'm Carol Davis, Business Development Manager at NextGen Tech. My focus areas are enterprise sales and product strategy. [ID: 3578]|{"account_id": "ACC-015", "region": "Southwest", "product_line": "Financial"}
user-005|procedural|Implementation checklist: 1) Finalize documentation. 2) Address concerns and objections. 3) Present to decision makers. 4) Negotiate terms and pricing. 5) Monitor progress closely. [ID: 3579]|{"account_id": "ACC-112", "region": "Northeast", "product_line": "Marketing"}
-user-002|knowledge_vault|Production Database Access: Server: prod-db-5.company.com, Port: 3306, Username: admin_6305, Password: vlrQiTIbhs1T6lO!, Additional: SSL: Required, Timeout: 15s [ID: 3580]|{"account_id": "ACC-100", "region": "Southeast", "product_line": "Security"}
+user-002|knowledge|Production Database Access: Server: prod-db-5.company.com, Port: 3306, Username: admin_6305, Password: vlrQiTIbhs1T6lO!, Additional: SSL: Required, Timeout: 15s [ID: 3580]|{"account_id": "ACC-100", "region": "Southeast", "product_line": "Security"}
user-003|core|I'm Grace Taylor, Account Executive at TechCorp. My focus areas are product strategy and data analytics. [ID: 3581]|{"account_id": "ACC-151", "region": "International", "product_line": "Marketing"}
user-002|resource|# Comprehensive Q4 Sales Strategy
@@ -12028,12 +12028,12 @@ Always monitor throughout the process
Training materials available on internal portal [ID: 3582]|{"account_id": "ACC-122", "region": "Midwest", "product_line": "Financial"}
user-005|core|Henry Brown here - I'm the Marketing Director for TechCorp's engineering team. [ID: 3583]|{"account_id": "ACC-058", "region": "Northwest", "product_line": "Financial"}
user-004|core|Bob Smith here - I'm the Business Development Manager for Digital Dynamics's sales team. [ID: 3584]|{"account_id": "ACC-154", "region": "International", "product_line": "Platform"}
-user-004|knowledge_vault|Data Warehouse Credentials: API Key: sk_cgxbn610jlyntrko1lqnqfxentaal0a7, Secret: KIG4GHNKI1Z3C42E5T0L89A6P1Y0S9PY0DQ1C33D, Endpoint: https://api.service.com/v2, Region: us-east-1 [ID: 3585]|{"account_id": "ACC-010", "region": "Northwest", "product_line": "Financial"}
+user-004|knowledge|Data Warehouse Credentials: API Key: sk_cgxbn610jlyntrko1lqnqfxentaal0a7, Secret: KIG4GHNKI1Z3C42E5T0L89A6P1Y0S9PY0DQ1C33D, Endpoint: https://api.service.com/v2, Region: us-east-1 [ID: 3585]|{"account_id": "ACC-010", "region": "Northwest", "product_line": "Financial"}
user-001|semantic|Marketing Automation is an essential tool for modern business. It provides benefits such as increased efficiency, better decision making, and improved ROI. [ID: 3586]|{"account_id": "ACC-145", "region": "Midwest", "product_line": "Enterprise"}
user-004|procedural|Forecasting workflow: Step 1 - Present to decision makers. Step 2 - Review requirements thoroughly. Step 3 - Identify key stakeholders. Step 4 - Negotiate terms and pricing. Step 5 - Document lessons learned. [ID: 3587]|{"account_id": "ACC-129", "region": "Northeast", "product_line": "Marketing"}
user-003|episodic|On Friday at 17:30 PM, I had a technical consultation with Digital Dynamics. We discussed performance metrics and agreed to extend contract. [ID: 3588]|{"account_id": "ACC-081", "region": "West", "product_line": "Platform"}
user-004|procedural|My contract renewal process: First, Address concerns and objections. Second, Prepare detailed proposal. Third, Negotiate terms and pricing. Fourth, Finalize documentation. Finally, Schedule implementation. [ID: 3589]|{"account_id": "ACC-075", "region": "Southeast", "product_line": "SMB"}
-user-001|knowledge_vault|Marketing Platform Credentials: API Key: sk_i94o9dh7hk4mnqm46hzqlnrlnai8wcwt, Secret: ABCAXMUEHE5Z5ZB26T4YICNQ6FKOMADR7LNHZ5P6, Endpoint: https://api.platform.com/v1, Region: us-east-1 [ID: 3590]|{"account_id": "ACC-024", "region": "International", "product_line": "Analytics"}
+user-001|knowledge|Marketing Platform Credentials: API Key: sk_i94o9dh7hk4mnqm46hzqlnrlnai8wcwt, Secret: ABCAXMUEHE5Z5ZB26T4YICNQ6FKOMADR7LNHZ5P6, Endpoint: https://api.platform.com/v1, Region: us-east-1 [ID: 3590]|{"account_id": "ACC-024", "region": "International", "product_line": "Analytics"}
user-001|semantic|Conversation Intelligence is a key metric for business performance. It helps organizations make data-driven decisions. Critical for strategic planning and optimization. [ID: 3591]|{"account_id": "ACC-033", "region": "International", "product_line": "Financial"}
user-003|procedural|My customer onboarding process: First, Collect feedback regularly. Second, Monitor progress closely. Third, Review requirements thoroughly. Fourth, Present to decision makers. Finally, Finalize documentation. [ID: 3592]|{"account_id": "ACC-168", "region": "International", "product_line": "Integration"}
user-002|procedural|My competitive analysis process: First, Review requirements thoroughly. Second, Schedule implementation. Third, Conduct initial assessment. Fourth, Collect feedback regularly. Finally, Identify key stakeholders. [ID: 3593]|{"account_id": "ACC-168", "region": "Central", "product_line": "Integration"}
@@ -12054,11 +12054,11 @@ We will implement measured tactics to achieve our objectives. This includes hiri
1) Complete by end of quarter 2) Review weekly progress 3) Adjust strategy as needed [ID: 3594]|{"account_id": "ACC-046", "region": "Southeast", "product_line": "Security"}
user-001|semantic|Account-Based Marketing refers to the measurement of business outcomes. Key characteristics include measurable outcomes, actionable insights, and continuous improvement. [ID: 3595]|{"account_id": "ACC-021", "region": "Northeast", "product_line": "SMB"}
user-001|episodic|Yesterday at 9:00 PM, I conducted a product demo for NextGen Tech. Deal moved to final stage. [ID: 3596]|{"account_id": "ACC-125", "region": "Northwest", "product_line": "Analytics"}
-user-001|knowledge_vault|Salesforce Configuration: URL: https://app.company.com, Access Token: 1z9jvxehfb1firhmezsriiyf4cfj0yiej1l6keghrrc0oq4ee48oaafqxvrr08k0, Webhook: https://hooks.company.com/6d93p6650ylsk8zz16kqzvdamgqu97ld, Settings: Retry: 4, Timeout: 64s [ID: 3597]|{"account_id": "ACC-003", "region": "Southwest", "product_line": "Platform"}
+user-001|knowledge|Salesforce Configuration: URL: https://app.company.com, Access Token: 1z9jvxehfb1firhmezsriiyf4cfj0yiej1l6keghrrc0oq4ee48oaafqxvrr08k0, Webhook: https://hooks.company.com/6d93p6650ylsk8zz16kqzvdamgqu97ld, Settings: Retry: 4, Timeout: 64s [ID: 3597]|{"account_id": "ACC-003", "region": "Southwest", "product_line": "Platform"}
user-001|semantic|Customer Lifetime Value is an essential tool for modern business. It provides benefits such as increased efficiency, better decision making, and improved ROI. [ID: 3598]|{"account_id": "ACC-133", "region": "East", "product_line": "Security"}
user-002|core|David Lee here - I'm the CTO for FinTech Solutions's engineering team. [ID: 3599]|{"account_id": "ACC-022", "region": "Northeast", "product_line": "Security"}
-user-001|knowledge_vault|Slack Configuration: URL: https://app.company.com, Access Token: o4ka9oxa20rfvbvjgvxwa5ooyi82s5hc2ykbq2g4hhp8d7hv1m8ph3i46vopj07f, Webhook: https://hooks.company.com/adn17k0f0ub1i0vqbotpw5oe226js39t, Settings: Retry: 9, Timeout: 70s [ID: 3600]|{"account_id": "ACC-024", "region": "Midwest", "product_line": "Platform"}
-user-002|knowledge_vault|Monitoring System Access: Server: prod-db-1.company.com, Port: 8080, Username: admin_3679, Password: YttJnECc6JwWrOi#, Additional: SSL: Required, Timeout: 38s [ID: 3601]|{"account_id": "ACC-170", "region": "Northwest", "product_line": "Cloud"}
+user-001|knowledge|Slack Configuration: URL: https://app.company.com, Access Token: o4ka9oxa20rfvbvjgvxwa5ooyi82s5hc2ykbq2g4hhp8d7hv1m8ph3i46vopj07f, Webhook: https://hooks.company.com/adn17k0f0ub1i0vqbotpw5oe226js39t, Settings: Retry: 9, Timeout: 70s [ID: 3600]|{"account_id": "ACC-024", "region": "Midwest", "product_line": "Platform"}
+user-002|knowledge|Monitoring System Access: Server: prod-db-1.company.com, Port: 8080, Username: admin_3679, Password: YttJnECc6JwWrOi#, Additional: SSL: Required, Timeout: 38s [ID: 3601]|{"account_id": "ACC-170", "region": "Northwest", "product_line": "Cloud"}
user-003|semantic|Customer Data Platform is an essential tool for modern business. It provides benefits such as increased efficiency, better decision making, and improved ROI. [ID: 3602]|{"account_id": "ACC-184", "region": "International", "product_line": "Security"}
user-002|semantic|Net Promoter Score is a key metric for business performance. It helps organizations make data-driven decisions. Critical for strategic planning and optimization. [ID: 3603]|{"account_id": "ACC-158", "region": "International", "product_line": "Cloud"}
user-003|resource|# Essential Competitive Analysis
@@ -12083,19 +12083,19 @@ user-002|semantic|Customer Lifetime Value is an essential tool for modern busine
user-003|semantic|Sales Intelligence refers to the measurement of business outcomes. Key characteristics include measurable outcomes, actionable insights, and continuous improvement. [ID: 3609]|{"account_id": "ACC-155", "region": "International", "product_line": "Enterprise"}
user-004|core|My name is Carol Davis and I work as a Product Manager at TechCorp. I specialize in cloud architecture. [ID: 3610]|{"account_id": "ACC-067", "region": "Southwest", "product_line": "SMB"}
user-001|episodic|On Tuesday at 17:30 AM, I had a strategic planning session with FinTech Solutions. We discussed expansion plans for Q4 and they committed to a 40% increase. [ID: 3611]|{"account_id": "ACC-082", "region": "Southwest", "product_line": "Enterprise"}
-user-004|knowledge_vault|File Storage Access: Server: dev-db-10.company.com, Port: 8080, Username: admin_4850, Password: 1imMlf!QI%tq2vFz, Additional: SSL: Required, Timeout: 52s [ID: 3612]|{"account_id": "ACC-060", "region": "Northeast", "product_line": "Security"}
+user-004|knowledge|File Storage Access: Server: dev-db-10.company.com, Port: 8080, Username: admin_4850, Password: 1imMlf!QI%tq2vFz, Additional: SSL: Required, Timeout: 52s [ID: 3612]|{"account_id": "ACC-060", "region": "Northeast", "product_line": "Security"}
user-002|episodic|Yesterday at 13:30 AM, I conducted a presentation for CloudSystems. We identified next steps. [ID: 3613]|{"account_id": "ACC-003", "region": "Central", "product_line": "SMB"}
user-005|episodic|Last Friday, I attended Tech Conference at Austin. Met 38 potential leads and scheduled 3 follow-up meetings. [ID: 3614]|{"account_id": "ACC-140", "region": "South", "product_line": "Security"}
user-003|semantic|Digital Sales Room is a key metric for business performance. It helps organizations make data-driven decisions. Critical for strategic planning and optimization. [ID: 3615]|{"account_id": "ACC-006", "region": "Southwest", "product_line": "Operations"}
-user-001|knowledge_vault|Salesforce API Credentials: API Key: sk_aj8jiu2hh90iop82dp5hm679bfkmjmji, Secret: 1LD46BDWNN8UFZ03EU1CQHG5MFB20X0BUK5BS6LH, Endpoint: https://api.system.com/v2, Region: us-east-1 [ID: 3616]|{"account_id": "ACC-149", "region": "International", "product_line": "Integration"}
-user-001|knowledge_vault|Slack Configuration: URL: https://portal.company.com, Access Token: y8671mg49m2su4798rwk3t07cklbzu5qpfj1az4f8kjp4cc1i6iaxy6nft3y4u6f, Webhook: https://hooks.company.com/4nmr7d84qa8fw4vj03tgmh4ywu8ln9kc, Settings: Retry: 6, Timeout: 51s [ID: 3617]|{"account_id": "ACC-098", "region": "Northeast", "product_line": "Platform"}
+user-001|knowledge|Salesforce API Credentials: API Key: sk_aj8jiu2hh90iop82dp5hm679bfkmjmji, Secret: 1LD46BDWNN8UFZ03EU1CQHG5MFB20X0BUK5BS6LH, Endpoint: https://api.system.com/v2, Region: us-east-1 [ID: 3616]|{"account_id": "ACC-149", "region": "International", "product_line": "Integration"}
+user-001|knowledge|Slack Configuration: URL: https://portal.company.com, Access Token: y8671mg49m2su4798rwk3t07cklbzu5qpfj1az4f8kjp4cc1i6iaxy6nft3y4u6f, Webhook: https://hooks.company.com/4nmr7d84qa8fw4vj03tgmh4ywu8ln9kc, Settings: Retry: 6, Timeout: 51s [ID: 3617]|{"account_id": "ACC-098", "region": "Northeast", "product_line": "Platform"}
user-004|procedural|Implementation checklist: 1) Collect feedback regularly. 2) Monitor progress closely. 3) Present to decision makers. 4) Finalize documentation. 5) Schedule implementation. [ID: 3618]|{"account_id": "ACC-021", "region": "International", "product_line": "Enterprise"}
user-002|procedural|Onboarding checklist: 1) Conduct initial assessment. 2) Schedule implementation. 3) Prepare detailed proposal. 4) Collect feedback regularly. 5) Negotiate terms and pricing. [ID: 3619]|{"account_id": "ACC-112", "region": "Southwest", "product_line": "Operations"}
user-004|episodic|Last Friday, I attended Industry Summit at San Francisco. Met 42 potential leads and scheduled 9 follow-up meetings. [ID: 3620]|{"account_id": "ACC-107", "region": "Southwest", "product_line": "Platform"}
user-004|episodic|Last Monday, I attended Industry Summit at New York. Met 21 potential leads and scheduled 5 follow-up meetings. [ID: 3621]|{"account_id": "ACC-036", "region": "Northwest", "product_line": "Operations"}
user-004|episodic|Yesterday at 10:00 PM, I conducted a consultation for Smart Solutions. The feedback was very positive. [ID: 3622]|{"account_id": "ACC-196", "region": "South", "product_line": "Enterprise"}
user-004|semantic|Win Rate is an essential tool for modern business. It provides benefits such as increased efficiency, better decision making, and improved ROI. [ID: 3623]|{"account_id": "ACC-013", "region": "East", "product_line": "Platform"}
-user-004|knowledge_vault|Data Warehouse Credentials: API Key: sk_d6g0y99lp51crsk6tk5acj8j71eskjbq, Secret: ZWOMVEFNAYL4W8266CJZ9CJB6D9PPARMCW6ORPXE, Endpoint: https://api.platform.com/v3, Region: eu-west-1 [ID: 3624]|{"account_id": "ACC-161", "region": "South", "product_line": "Analytics"}
+user-004|knowledge|Data Warehouse Credentials: API Key: sk_d6g0y99lp51crsk6tk5acj8j71eskjbq, Secret: ZWOMVEFNAYL4W8266CJZ9CJB6D9PPARMCW6ORPXE, Endpoint: https://api.platform.com/v3, Region: eu-west-1 [ID: 3624]|{"account_id": "ACC-161", "region": "South", "product_line": "Analytics"}
user-004|semantic|Digital Sales Room refers to the measurement of business outcomes. Key characteristics include measurable outcomes, actionable insights, and continuous improvement. [ID: 3625]|{"account_id": "ACC-132", "region": "Central", "product_line": "SMB"}
user-002|resource|# Q4 Sales Strategy
@@ -12128,11 +12128,11 @@ We will implement focused tactics to achieve our objectives. This includes hirin
## Action Items
1) Complete by mid-year 2) Review weekly progress 3) Adjust strategy as needed [ID: 3627]|{"account_id": "ACC-061", "region": "West", "product_line": "Security"}
user-002|procedural|Implementation checklist: 1) Prepare detailed proposal. 2) Document lessons learned. 3) Collect feedback regularly. 4) Schedule implementation. 5) Identify key stakeholders. [ID: 3628]|{"account_id": "ACC-084", "region": "International", "product_line": "Security"}
-user-005|knowledge_vault|File Storage Access: Server: dev-db-5.company.com, Port: 3306, Username: admin_1194, Password: qRVs#S89pghILZx5, Additional: SSL: Required, Timeout: 43s [ID: 3629]|{"account_id": "ACC-136", "region": "Southeast", "product_line": "Marketing"}
-user-002|knowledge_vault|Salesforce API Credentials: API Key: sk_bm37f5vecjmp043qllv4be7qml0n00e9, Secret: EDEVFMKT6DJAVP57WBLGNEYS2ETL8LXB2OHA4VZ4, Endpoint: https://api.system.com/v2, Region: us-west-2 [ID: 3630]|{"account_id": "ACC-162", "region": "International", "product_line": "Enterprise"}
+user-005|knowledge|File Storage Access: Server: dev-db-5.company.com, Port: 3306, Username: admin_1194, Password: qRVs#S89pghILZx5, Additional: SSL: Required, Timeout: 43s [ID: 3629]|{"account_id": "ACC-136", "region": "Southeast", "product_line": "Marketing"}
+user-002|knowledge|Salesforce API Credentials: API Key: sk_bm37f5vecjmp043qllv4be7qml0n00e9, Secret: EDEVFMKT6DJAVP57WBLGNEYS2ETL8LXB2OHA4VZ4, Endpoint: https://api.system.com/v2, Region: us-west-2 [ID: 3630]|{"account_id": "ACC-162", "region": "International", "product_line": "Enterprise"}
user-002|semantic|Conversation Intelligence is an essential tool for modern business. It provides benefits such as increased efficiency, better decision making, and improved ROI. [ID: 3631]|{"account_id": "ACC-070", "region": "Central", "product_line": "Platform"}
user-004|episodic|On Friday at 9:30 PM, I had a renewal discussion with NextGen Tech. We discussed performance metrics and requested proposal revision. [ID: 3632]|{"account_id": "ACC-081", "region": "Central", "product_line": "Marketing"}
-user-004|knowledge_vault|Email Server Access: Server: staging-db-1.company.com, Port: 5432, Username: admin_1292, Password: xWOUpQpj1pkuBL%O, Additional: SSL: Required, Timeout: 55s [ID: 3633]|{"account_id": "ACC-050", "region": "Central", "product_line": "Enterprise"}
+user-004|knowledge|Email Server Access: Server: staging-db-1.company.com, Port: 5432, Username: admin_1292, Password: xWOUpQpj1pkuBL%O, Additional: SSL: Required, Timeout: 55s [ID: 3633]|{"account_id": "ACC-050", "region": "Central", "product_line": "Enterprise"}
user-003|resource|# Compensation Plan
## Overview
@@ -12148,7 +12148,7 @@ We will implement strategic tactics to achieve our objectives. This includes hir
## Action Items
1) Complete by end of quarter 2) Review weekly progress 3) Adjust strategy as needed [ID: 3634]|{"account_id": "ACC-052", "region": "International", "product_line": "Security"}
-user-002|knowledge_vault|Data Warehouse Credentials: API Key: sk_urdr4jtaxidkcucn8836ld24094j0mai, Secret: PWI89WJY0U96NW3HYK390NX6V2VE7SZU6YYS75JD, Endpoint: https://api.service.com/v1, Region: us-east-1 [ID: 3635]|{"account_id": "ACC-115", "region": "Northwest", "product_line": "Financial"}
+user-002|knowledge|Data Warehouse Credentials: API Key: sk_urdr4jtaxidkcucn8836ld24094j0mai, Secret: PWI89WJY0U96NW3HYK390NX6V2VE7SZU6YYS75JD, Endpoint: https://api.service.com/v1, Region: us-east-1 [ID: 3635]|{"account_id": "ACC-115", "region": "Northwest", "product_line": "Financial"}
user-002|procedural|My sales qualification process: First, Review requirements thoroughly. Second, Identify key stakeholders. Third, Finalize documentation. Fourth, Collect feedback regularly. Finally, Prepare detailed proposal. [ID: 3636]|{"account_id": "ACC-056", "region": "Northeast", "product_line": "Enterprise"}
user-002|procedural|My proposal development process: First, Present to decision makers. Second, Finalize documentation. Third, Address concerns and objections. Fourth, Identify key stakeholders. Finally, Schedule implementation. [ID: 3637]|{"account_id": "ACC-019", "region": "Northwest", "product_line": "Financial"}
user-005|resource|# Essential Product Pricing Guide
@@ -12213,7 +12213,7 @@ Always communicate throughout the process
## Resources
Training materials available on internal portal [ID: 3643]|{"account_id": "ACC-012", "region": "Southeast", "product_line": "Enterprise"}
-user-001|knowledge_vault|Integration Hub Credentials: API Key: sk_knamla675pb1v3dljgewdx7jefkjlv7i, Secret: 366W2EMYF6DHX87V1ETH5PYOMZIZ5HYC7N6GV7HU, Endpoint: https://api.system.com/v1, Region: us-west-2 [ID: 3644]|{"account_id": "ACC-055", "region": "South", "product_line": "Financial"}
+user-001|knowledge|Integration Hub Credentials: API Key: sk_knamla675pb1v3dljgewdx7jefkjlv7i, Secret: 366W2EMYF6DHX87V1ETH5PYOMZIZ5HYC7N6GV7HU, Endpoint: https://api.system.com/v1, Region: us-west-2 [ID: 3644]|{"account_id": "ACC-055", "region": "South", "product_line": "Financial"}
user-001|episodic|Last Friday, I attended Trade Show at New York. Met 15 potential leads and scheduled 10 follow-up meetings. [ID: 3645]|{"account_id": "ACC-194", "region": "South", "product_line": "SMB"}
user-004|resource|# Market Analysis Report
@@ -12250,10 +12250,10 @@ user-001|semantic|Sales Velocity refers to the measurement of business outcomes.
user-001|core|Jack Anderson here - I'm the VP of Operations for Quantum Systems's marketing team. [ID: 3650]|{"account_id": "ACC-020", "region": "International", "product_line": "Financial"}
user-001|semantic|Sales Intelligence refers to the measurement of business outcomes. Key characteristics include measurable outcomes, actionable insights, and continuous improvement. [ID: 3651]|{"account_id": "ACC-004", "region": "Central", "product_line": "Integration"}
user-003|semantic|Customer Data Platform is an essential tool for modern business. It provides benefits such as increased efficiency, better decision making, and improved ROI. [ID: 3652]|{"account_id": "ACC-170", "region": "South", "product_line": "Financial"}
-user-001|knowledge_vault|File Storage Access: Server: prod-db-6.company.com, Port: 27017, Username: admin_8976, Password: 9faLXAq5UmbJyJ6d, Additional: SSL: Required, Timeout: 20s [ID: 3653]|{"account_id": "ACC-149", "region": "West", "product_line": "SMB"}
-user-001|knowledge_vault|Stripe Configuration: URL: https://portal.company.com, Access Token: lsxcwsdyai882a7n22tkgpcjefnlb355ydtb96qk37v13p1b92wv7xesabfjyti8, Webhook: https://hooks.company.com/tx8j9mc952p7tc6z4i74m31xfz06qmi8, Settings: Retry: 7, Timeout: 98s [ID: 3654]|{"account_id": "ACC-056", "region": "Northwest", "product_line": "Cloud"}
-user-002|knowledge_vault|Data Warehouse Credentials: API Key: sk_s9aytk3oipy42gi1uxbvzkokhqlnqoim, Secret: 0AZCUJGX1VF68F5LDJI6FSOHAVCKMLU58NB0XZKT, Endpoint: https://api.platform.com/v1, Region: us-west-2 [ID: 3655]|{"account_id": "ACC-161", "region": "South", "product_line": "Integration"}
-user-002|knowledge_vault|Monitoring System Access: Server: staging-db-3.company.com, Port: 8080, Username: admin_4469, Password: gptmSpesz8R1B%36, Additional: SSL: Required, Timeout: 53s [ID: 3656]|{"account_id": "ACC-032", "region": "International", "product_line": "Analytics"}
+user-001|knowledge|File Storage Access: Server: prod-db-6.company.com, Port: 27017, Username: admin_8976, Password: 9faLXAq5UmbJyJ6d, Additional: SSL: Required, Timeout: 20s [ID: 3653]|{"account_id": "ACC-149", "region": "West", "product_line": "SMB"}
+user-001|knowledge|Stripe Configuration: URL: https://portal.company.com, Access Token: lsxcwsdyai882a7n22tkgpcjefnlb355ydtb96qk37v13p1b92wv7xesabfjyti8, Webhook: https://hooks.company.com/tx8j9mc952p7tc6z4i74m31xfz06qmi8, Settings: Retry: 7, Timeout: 98s [ID: 3654]|{"account_id": "ACC-056", "region": "Northwest", "product_line": "Cloud"}
+user-002|knowledge|Data Warehouse Credentials: API Key: sk_s9aytk3oipy42gi1uxbvzkokhqlnqoim, Secret: 0AZCUJGX1VF68F5LDJI6FSOHAVCKMLU58NB0XZKT, Endpoint: https://api.platform.com/v1, Region: us-west-2 [ID: 3655]|{"account_id": "ACC-161", "region": "South", "product_line": "Integration"}
+user-002|knowledge|Monitoring System Access: Server: staging-db-3.company.com, Port: 8080, Username: admin_4469, Password: gptmSpesz8R1B%36, Additional: SSL: Required, Timeout: 53s [ID: 3656]|{"account_id": "ACC-032", "region": "International", "product_line": "Analytics"}
user-002|resource|# Complete Territory Assignment
## Purpose
@@ -12269,7 +12269,7 @@ Always document throughout the process
## Resources
Training materials available on internal portal [ID: 3657]|{"account_id": "ACC-194", "region": "Central", "product_line": "Financial"}
-user-005|knowledge_vault|Salesforce Configuration: URL: https://dashboard.company.com, Access Token: pix132khydljxy4oig4oukxvait1oc01runwya3j6vgc01fk7by35jebg6nza5nx, Webhook: https://hooks.company.com/pux6hvhmx9s1f7kbv1m2qaih2vbx9s4w, Settings: Retry: 4, Timeout: 106s [ID: 3658]|{"account_id": "ACC-039", "region": "Northwest", "product_line": "Cloud"}
+user-005|knowledge|Salesforce Configuration: URL: https://dashboard.company.com, Access Token: pix132khydljxy4oig4oukxvait1oc01runwya3j6vgc01fk7by35jebg6nza5nx, Webhook: https://hooks.company.com/pux6hvhmx9s1f7kbv1m2qaih2vbx9s4w, Settings: Retry: 4, Timeout: 106s [ID: 3658]|{"account_id": "ACC-039", "region": "Northwest", "product_line": "Cloud"}
user-002|resource|# Sales Enablement Plan
## Overview
@@ -12290,7 +12290,7 @@ user-003|episodic|On Thursday at 14:30 AM, I had a escalation meeting with Digit
user-002|core|I'm David Lee, working as Sales Engineer in Global Enterprises. My key expertise is in technical consulting. [ID: 3662]|{"account_id": "ACC-053", "region": "Southeast", "product_line": "Platform"}
user-002|core|I'm Iris Martinez, Account Executive at FinTech Solutions. My focus areas are business intelligence and B2B marketing. [ID: 3663]|{"account_id": "ACC-150", "region": "South", "product_line": "SMB"}
user-003|semantic|Account-Based Marketing is an essential tool for modern business. It provides benefits such as increased efficiency, better decision making, and improved ROI. [ID: 3664]|{"account_id": "ACC-059", "region": "Northwest", "product_line": "Operations"}
-user-003|knowledge_vault|HubSpot Configuration: URL: https://app.company.com, Access Token: zgmr5exnns3vnzo43tlpb1r25kvymn1onip17kaiztmv0gcwwf6e1uq8qn1y6d3b, Webhook: https://hooks.company.com/btivlq18izj1ixac1rexpfl30w1pxf86, Settings: Retry: 9, Timeout: 43s [ID: 3665]|{"account_id": "ACC-038", "region": "Northeast", "product_line": "Security"}
+user-003|knowledge|HubSpot Configuration: URL: https://app.company.com, Access Token: zgmr5exnns3vnzo43tlpb1r25kvymn1onip17kaiztmv0gcwwf6e1uq8qn1y6d3b, Webhook: https://hooks.company.com/btivlq18izj1ixac1rexpfl30w1pxf86, Settings: Retry: 9, Timeout: 43s [ID: 3665]|{"account_id": "ACC-038", "region": "Northeast", "product_line": "Security"}
user-003|resource|# Essential Q4 Sales Strategy
## Purpose
@@ -12311,7 +12311,7 @@ user-003|procedural|Escalation handling workflow: Step 1 - Document lessons lear
user-001|semantic|Digital Sales Room refers to the measurement of business outcomes. Key characteristics include measurable outcomes, actionable insights, and continuous improvement. [ID: 3669]|{"account_id": "ACC-028", "region": "South", "product_line": "Financial"}
user-004|procedural|Onboarding checklist: 1) Review requirements thoroughly. 2) Prepare detailed proposal. 3) Finalize documentation. 4) Present to decision makers. 5) Document lessons learned. [ID: 3670]|{"account_id": "ACC-017", "region": "International", "product_line": "Cloud"}
user-002|core|I'm Grace Taylor, working as Marketing Director in DataVision Inc. My key expertise is in business intelligence. [ID: 3671]|{"account_id": "ACC-100", "region": "West", "product_line": "Enterprise"}
-user-003|knowledge_vault|File Storage Access: Server: prod-db-6.company.com, Port: 6379, Username: admin_2457, Password: orIgnuYqlgz59q4q, Additional: SSL: Required, Timeout: 31s [ID: 3672]|{"account_id": "ACC-185", "region": "Northeast", "product_line": "SMB"}
+user-003|knowledge|File Storage Access: Server: prod-db-6.company.com, Port: 6379, Username: admin_2457, Password: orIgnuYqlgz59q4q, Additional: SSL: Required, Timeout: 31s [ID: 3672]|{"account_id": "ACC-185", "region": "Northeast", "product_line": "SMB"}
user-001|resource|# Compensation Plan
## Overview
@@ -12369,12 +12369,12 @@ Training materials available on internal portal [ID: 3684]|{"account_id": "ACC-0
user-004|episodic|This morning at 11:30 AM, I closed a deal with NextGen Tech worth $244K annually. The contract was signed after 2 months of negotiations. [ID: 3685]|{"account_id": "ACC-139", "region": "Southeast", "product_line": "SMB"}
user-003|procedural|Contract negotiation workflow: Step 1 - Present to decision makers. Step 2 - Negotiate terms and pricing. Step 3 - Identify key stakeholders. Step 4 - Review requirements thoroughly. Step 5 - Document lessons learned. [ID: 3686]|{"account_id": "ACC-057", "region": "Central", "product_line": "Platform"}
user-002|semantic|Sales Intelligence is a key metric for business performance. It helps organizations make data-driven decisions. Critical for strategic planning and optimization. [ID: 3687]|{"account_id": "ACC-129", "region": "Southwest", "product_line": "Marketing"}
-user-003|knowledge_vault|AWS Credentials: API Key: sk_0gulm9flpq7bcfwdksicpcjj02n661g0, Secret: W3IXZB47ZBM1A9IB0JAIO2103ZYCCF7QIBSTLS8D, Endpoint: https://api.system.com/v2, Region: ap-southeast-1 [ID: 3688]|{"account_id": "ACC-189", "region": "Northwest", "product_line": "Financial"}
+user-003|knowledge|AWS Credentials: API Key: sk_0gulm9flpq7bcfwdksicpcjj02n661g0, Secret: W3IXZB47ZBM1A9IB0JAIO2103ZYCCF7QIBSTLS8D, Endpoint: https://api.system.com/v2, Region: ap-southeast-1 [ID: 3688]|{"account_id": "ACC-189", "region": "Northwest", "product_line": "Financial"}
user-005|episodic|On Wednesday at 14:00 AM, I had a technical consultation with FinTech Solutions. We discussed pricing structure and they committed to a 40% increase. [ID: 3689]|{"account_id": "ACC-028", "region": "Northwest", "product_line": "Marketing"}
user-001|episodic|On Wednesday, I had a call with NextGen Tech regarding service outage. We resolved the problem within 3 hours and they agreed to expand to more users. [ID: 3690]|{"account_id": "ACC-190", "region": "South", "product_line": "Integration"}
user-004|core|Profile update: Iris Martinez, CTO position at TechCorp, responsible for revenue growth. [ID: 3691]|{"account_id": "ACC-134", "region": "Southwest", "product_line": "Enterprise"}
user-003|semantic|Customer Churn is an essential tool for modern business. It provides benefits such as increased efficiency, better decision making, and improved ROI. [ID: 3692]|{"account_id": "ACC-117", "region": "International", "product_line": "Cloud"}
-user-004|knowledge_vault|Stripe Configuration: URL: https://dashboard.company.com, Access Token: uv7rcgqjc4b3fxc06g1s2hg4zip35r2jeevrmf5e88st2oe0kky9f0z2ki9ygfip, Webhook: https://hooks.company.com/tv02t4da6fyhenar98fdpvmbhtubsfw6, Settings: Retry: 3, Timeout: 110s [ID: 3693]|{"account_id": "ACC-199", "region": "Central", "product_line": "Financial"}
+user-004|knowledge|Stripe Configuration: URL: https://dashboard.company.com, Access Token: uv7rcgqjc4b3fxc06g1s2hg4zip35r2jeevrmf5e88st2oe0kky9f0z2ki9ygfip, Webhook: https://hooks.company.com/tv02t4da6fyhenar98fdpvmbhtubsfw6, Settings: Retry: 3, Timeout: 110s [ID: 3693]|{"account_id": "ACC-199", "region": "Central", "product_line": "Financial"}
user-005|resource|# Essential Sales Enablement Plan
## Purpose
@@ -12429,7 +12429,7 @@ Always monitor throughout the process
## Resources
Training materials available on internal portal [ID: 3704]|{"account_id": "ACC-032", "region": "East", "product_line": "SMB"}
user-004|episodic|On Friday, I had a call with Digital Dynamics regarding service outage. We resolved the problem within 3 hours and they agreed to upgrade their plan. [ID: 3705]|{"account_id": "ACC-091", "region": "East", "product_line": "Enterprise"}
-user-003|knowledge_vault|Slack Configuration: URL: https://dashboard.company.com, Access Token: w7c621oqjm1l77wr24oo6otu42b390hnt9e2h7ah4z7uieodlpgpr5k5v175ghph, Webhook: https://hooks.company.com/oxogq3eva79mvunh3ey1t7k33v9xowfl, Settings: Retry: 7, Timeout: 65s [ID: 3706]|{"account_id": "ACC-118", "region": "South", "product_line": "Analytics"}
+user-003|knowledge|Slack Configuration: URL: https://dashboard.company.com, Access Token: w7c621oqjm1l77wr24oo6otu42b390hnt9e2h7ah4z7uieodlpgpr5k5v175ghph, Webhook: https://hooks.company.com/oxogq3eva79mvunh3ey1t7k33v9xowfl, Settings: Retry: 7, Timeout: 65s [ID: 3706]|{"account_id": "ACC-118", "region": "South", "product_line": "Analytics"}
user-004|episodic|On Wednesday at 16:00 PM, I had a technical consultation with Global Enterprises. We discussed new feature requirements and agreed to extend contract. [ID: 3707]|{"account_id": "ACC-084", "region": "Central", "product_line": "SMB"}
user-003|procedural|My contract renewal process: First, Document lessons learned. Second, Address concerns and objections. Third, Prepare detailed proposal. Fourth, Identify key stakeholders. Finally, Conduct initial assessment. [ID: 3708]|{"account_id": "ACC-173", "region": "Southeast", "product_line": "Cloud"}
user-005|core|I'm Emma Wilson, working as Account Executive in TechCorp. My key expertise is in digital transformation. [ID: 3709]|{"account_id": "ACC-127", "region": "Northeast", "product_line": "Financial"}
@@ -12467,7 +12467,7 @@ Always document throughout the process
## Resources
Training materials available on internal portal [ID: 3715]|{"account_id": "ACC-047", "region": "Southwest", "product_line": "Financial"}
-user-005|knowledge_vault|Stripe Configuration: URL: https://dashboard.company.com, Access Token: fqibja9a8boxccjb7hplgytqb358n6tmsd5l4220i7jfadnn9npgwsg3n0cjat0q, Webhook: https://hooks.company.com/pok8b98ra055jk1ato6zxws79do52voa, Settings: Retry: 3, Timeout: 53s [ID: 3716]|{"account_id": "ACC-174", "region": "West", "product_line": "Enterprise"}
+user-005|knowledge|Stripe Configuration: URL: https://dashboard.company.com, Access Token: fqibja9a8boxccjb7hplgytqb358n6tmsd5l4220i7jfadnn9npgwsg3n0cjat0q, Webhook: https://hooks.company.com/pok8b98ra055jk1ato6zxws79do52voa, Settings: Retry: 3, Timeout: 53s [ID: 3716]|{"account_id": "ACC-174", "region": "West", "product_line": "Enterprise"}
user-001|semantic|Win Rate is a key metric for business performance. It helps organizations make data-driven decisions. Critical for strategic planning and optimization. [ID: 3717]|{"account_id": "ACC-043", "region": "Midwest", "product_line": "SMB"}
user-004|semantic|Conversation Intelligence is a key metric for business performance. It helps organizations make data-driven decisions. Critical for strategic planning and optimization. [ID: 3718]|{"account_id": "ACC-140", "region": "Northeast", "product_line": "Platform"}
user-005|resource|# Comprehensive Customer Success Playbook
@@ -12505,12 +12505,12 @@ user-004|core|Profile update: Frank Chen, VP of Operations position at FinTech S
user-001|semantic|Win Rate is an essential tool for modern business. It provides benefits such as increased efficiency, better decision making, and improved ROI. [ID: 3723]|{"account_id": "ACC-127", "region": "Southwest", "product_line": "Operations"}
user-004|procedural|Deal approval workflow: Step 1 - Prepare detailed proposal. Step 2 - Monitor progress closely. Step 3 - Identify key stakeholders. Step 4 - Address concerns and objections. Step 5 - Conduct initial assessment. [ID: 3724]|{"account_id": "ACC-042", "region": "West", "product_line": "Operations"}
user-005|procedural|Escalation handling workflow: Step 1 - Identify key stakeholders. Step 2 - Collect feedback regularly. Step 3 - Negotiate terms and pricing. Step 4 - Document lessons learned. Step 5 - Prepare detailed proposal. [ID: 3725]|{"account_id": "ACC-053", "region": "Southeast", "product_line": "Security"}
-user-001|knowledge_vault|Zendesk Configuration: URL: https://app.company.com, Access Token: uto15lzacsbdxo5a17pb6azt3oj7jbg9k2bbhaxipiuarfhj8t3xbrh2io8mz38t, Webhook: https://hooks.company.com/kknxb61d8i8px0nmh8r11is08fnzz64j, Settings: Retry: 7, Timeout: 64s [ID: 3726]|{"account_id": "ACC-148", "region": "International", "product_line": "Integration"}
+user-001|knowledge|Zendesk Configuration: URL: https://app.company.com, Access Token: uto15lzacsbdxo5a17pb6azt3oj7jbg9k2bbhaxipiuarfhj8t3xbrh2io8mz38t, Webhook: https://hooks.company.com/kknxb61d8i8px0nmh8r11is08fnzz64j, Settings: Retry: 7, Timeout: 64s [ID: 3726]|{"account_id": "ACC-148", "region": "International", "product_line": "Integration"}
user-001|semantic|Customer Lifetime Value is an essential tool for modern business. It provides benefits such as increased efficiency, better decision making, and improved ROI. [ID: 3727]|{"account_id": "ACC-139", "region": "Northwest", "product_line": "Platform"}
user-005|semantic|Marketing Automation is a key metric for business performance. It helps organizations make data-driven decisions. Critical for strategic planning and optimization. [ID: 3728]|{"account_id": "ACC-104", "region": "International", "product_line": "Enterprise"}
user-005|procedural|Onboarding checklist: 1) Schedule implementation. 2) Collect feedback regularly. 3) Present to decision makers. 4) Monitor progress closely. 5) Prepare detailed proposal. [ID: 3729]|{"account_id": "ACC-177", "region": "West", "product_line": "Integration"}
user-005|episodic|Yesterday at 10:00 AM, I conducted a presentation for FinTech Solutions. We identified next steps. [ID: 3730]|{"account_id": "ACC-005", "region": "South", "product_line": "Cloud"}
-user-005|knowledge_vault|Monitoring System Access: Server: staging-db-8.company.com, Port: 8080, Username: admin_9184, Password: W6R8hqyv8YbX2TOp, Additional: SSL: Required, Timeout: 45s [ID: 3731]|{"account_id": "ACC-115", "region": "East", "product_line": "Cloud"}
+user-005|knowledge|Monitoring System Access: Server: staging-db-8.company.com, Port: 8080, Username: admin_9184, Password: W6R8hqyv8YbX2TOp, Additional: SSL: Required, Timeout: 45s [ID: 3731]|{"account_id": "ACC-115", "region": "East", "product_line": "Cloud"}
user-004|resource|# Essential Q4 Sales Strategy
## Purpose
@@ -12528,7 +12528,7 @@ Always validate throughout the process
Training materials available on internal portal [ID: 3732]|{"account_id": "ACC-131", "region": "International", "product_line": "SMB"}
user-004|semantic|Customer Churn refers to the measurement of business outcomes. Key characteristics include measurable outcomes, actionable insights, and continuous improvement. [ID: 3733]|{"account_id": "ACC-190", "region": "Southeast", "product_line": "Operations"}
user-005|core|I'm David Lee, VP of Operations at Digital Dynamics. My focus areas are digital transformation and data analytics. [ID: 3734]|{"account_id": "ACC-028", "region": "South", "product_line": "Cloud"}
-user-005|knowledge_vault|Integration Hub Credentials: API Key: sk_tufiwka284dnts3dt43ibvc9p8cnyxa3, Secret: ZPO3SVTI967WVHTTYFGK7ZCGQTBX9MXV3VWLEFBQ, Endpoint: https://api.system.com/v2, Region: eu-west-1 [ID: 3735]|{"account_id": "ACC-196", "region": "Southeast", "product_line": "SMB"}
+user-005|knowledge|Integration Hub Credentials: API Key: sk_tufiwka284dnts3dt43ibvc9p8cnyxa3, Secret: ZPO3SVTI967WVHTTYFGK7ZCGQTBX9MXV3VWLEFBQ, Endpoint: https://api.system.com/v2, Region: eu-west-1 [ID: 3735]|{"account_id": "ACC-196", "region": "Southeast", "product_line": "SMB"}
user-005|resource|# Comprehensive Market Analysis Report
## Purpose
@@ -12545,9 +12545,9 @@ Always validate throughout the process
## Resources
Training materials available on internal portal [ID: 3736]|{"account_id": "ACC-010", "region": "South", "product_line": "Analytics"}
user-005|procedural|Onboarding checklist: 1) Present to decision makers. 2) Identify key stakeholders. 3) Monitor progress closely. 4) Address concerns and objections. 5) Collect feedback regularly. [ID: 3737]|{"account_id": "ACC-029", "region": "West", "product_line": "SMB"}
-user-003|knowledge_vault|Payment Gateway Credentials: API Key: sk_51qc8mznnn5d9h6x82h4b48pn2ljak0w, Secret: YH5BU6AILIL7JRNBL8ODERFHWP2OKQDZI8ECJH19, Endpoint: https://api.platform.com/v3, Region: eu-west-1 [ID: 3738]|{"account_id": "ACC-001", "region": "Central", "product_line": "Cloud"}
+user-003|knowledge|Payment Gateway Credentials: API Key: sk_51qc8mznnn5d9h6x82h4b48pn2ljak0w, Secret: YH5BU6AILIL7JRNBL8ODERFHWP2OKQDZI8ECJH19, Endpoint: https://api.platform.com/v3, Region: eu-west-1 [ID: 3738]|{"account_id": "ACC-001", "region": "Central", "product_line": "Cloud"}
user-002|semantic|Predictive Analytics is an essential tool for modern business. It provides benefits such as increased efficiency, better decision making, and improved ROI. [ID: 3739]|{"account_id": "ACC-157", "region": "Midwest", "product_line": "Marketing"}
-user-001|knowledge_vault|Production Database Access: Server: prod-db-1.company.com, Port: 3306, Username: admin_5527, Password: sg$KJcV$wec!sya$, Additional: SSL: Required, Timeout: 29s [ID: 3740]|{"account_id": "ACC-030", "region": "Midwest", "product_line": "Security"}
+user-001|knowledge|Production Database Access: Server: prod-db-1.company.com, Port: 3306, Username: admin_5527, Password: sg$KJcV$wec!sya$, Additional: SSL: Required, Timeout: 29s [ID: 3740]|{"account_id": "ACC-030", "region": "Midwest", "product_line": "Security"}
user-004|procedural|My sales qualification process: First, Monitor progress closely. Second, Finalize documentation. Third, Document lessons learned. Fourth, Present to decision makers. Finally, Negotiate terms and pricing. [ID: 3741]|{"account_id": "ACC-027", "region": "Central", "product_line": "Analytics"}
user-003|semantic|Customer Lifetime Value refers to the measurement of business outcomes. Key characteristics include measurable outcomes, actionable insights, and continuous improvement. [ID: 3742]|{"account_id": "ACC-198", "region": "West", "product_line": "SMB"}
user-001|episodic|This morning at 14:30 PM, I closed a deal with Smart Solutions worth $175K annually. The contract was signed after 2 months of negotiations. [ID: 3743]|{"account_id": "ACC-076", "region": "Southwest", "product_line": "Platform"}
@@ -12605,7 +12605,7 @@ Always monitor throughout the process
## Resources
Training materials available on internal portal [ID: 3755]|{"account_id": "ACC-148", "region": "Northeast", "product_line": "Analytics"}
-user-001|knowledge_vault|Salesforce Configuration: URL: https://portal.company.com, Access Token: c9eb8z6rvbnv44rjjno9zkszkiycx7641vxnrqb6sxmls9h2jypbch2e1ug9cqjz, Webhook: https://hooks.company.com/uhg3pb53tl1ebc78zkqjx6y7qr2zxfzk, Settings: Retry: 10, Timeout: 63s [ID: 3756]|{"account_id": "ACC-149", "region": "Central", "product_line": "Marketing"}
+user-001|knowledge|Salesforce Configuration: URL: https://portal.company.com, Access Token: c9eb8z6rvbnv44rjjno9zkszkiycx7641vxnrqb6sxmls9h2jypbch2e1ug9cqjz, Webhook: https://hooks.company.com/uhg3pb53tl1ebc78zkqjx6y7qr2zxfzk, Settings: Retry: 10, Timeout: 63s [ID: 3756]|{"account_id": "ACC-149", "region": "Central", "product_line": "Marketing"}
user-005|episodic|Last Tuesday, I attended Trade Show at Boston. Met 33 potential leads and scheduled 5 follow-up meetings. [ID: 3757]|{"account_id": "ACC-145", "region": "Southwest", "product_line": "Platform"}
user-002|resource|# Comprehensive Market Analysis Report
@@ -12622,13 +12622,13 @@ Always validate throughout the process
## Resources
Training materials available on internal portal [ID: 3758]|{"account_id": "ACC-020", "region": "South", "product_line": "Analytics"}
-user-005|knowledge_vault|Staging Environment Access: Server: staging-db-6.company.com, Port: 8080, Username: admin_1756, Password: llOhbJGrgt3oTg@A, Additional: SSL: Required, Timeout: 47s [ID: 3759]|{"account_id": "ACC-182", "region": "West", "product_line": "Integration"}
-user-004|knowledge_vault|Production Database Access: Server: prod-db-5.company.com, Port: 8080, Username: admin_5516, Password: RqtRvzTVjLLe1WbF, Additional: SSL: Required, Timeout: 55s [ID: 3760]|{"account_id": "ACC-015", "region": "Central", "product_line": "Security"}
+user-005|knowledge|Staging Environment Access: Server: staging-db-6.company.com, Port: 8080, Username: admin_1756, Password: llOhbJGrgt3oTg@A, Additional: SSL: Required, Timeout: 47s [ID: 3759]|{"account_id": "ACC-182", "region": "West", "product_line": "Integration"}
+user-004|knowledge|Production Database Access: Server: prod-db-5.company.com, Port: 8080, Username: admin_5516, Password: RqtRvzTVjLLe1WbF, Additional: SSL: Required, Timeout: 55s [ID: 3760]|{"account_id": "ACC-015", "region": "Central", "product_line": "Security"}
user-001|semantic|Lead Qualification Framework is an essential tool for modern business. It provides benefits such as increased efficiency, better decision making, and improved ROI. [ID: 3761]|{"account_id": "ACC-067", "region": "Southeast", "product_line": "Platform"}
user-003|core|My name is Bob Smith and I work as a Senior Sales Manager at Smart Solutions. I specialize in business intelligence. [ID: 3762]|{"account_id": "ACC-164", "region": "International", "product_line": "Security"}
user-001|core|Profile update: Emma Wilson, Business Development Manager position at Innovation Labs, responsible for product development. [ID: 3763]|{"account_id": "ACC-021", "region": "East", "product_line": "Security"}
user-002|semantic|Customer Lifetime Value refers to the measurement of business outcomes. Key characteristics include measurable outcomes, actionable insights, and continuous improvement. [ID: 3764]|{"account_id": "ACC-057", "region": "South", "product_line": "Security"}
-user-002|knowledge_vault|File Storage Access: Server: staging-db-1.company.com, Port: 5432, Username: admin_8280, Password: 6BjC6w1!4VHCf9Fr, Additional: SSL: Required, Timeout: 21s [ID: 3765]|{"account_id": "ACC-034", "region": "South", "product_line": "Cloud"}
+user-002|knowledge|File Storage Access: Server: staging-db-1.company.com, Port: 5432, Username: admin_8280, Password: 6BjC6w1!4VHCf9Fr, Additional: SSL: Required, Timeout: 21s [ID: 3765]|{"account_id": "ACC-034", "region": "South", "product_line": "Cloud"}
user-001|semantic|Win Rate is a key metric for business performance. It helps organizations make data-driven decisions. Critical for strategic planning and optimization. [ID: 3766]|{"account_id": "ACC-047", "region": "West", "product_line": "Integration"}
user-002|procedural|Implementation checklist: 1) Present to decision makers. 2) Monitor progress closely. 3) Identify key stakeholders. 4) Prepare detailed proposal. 5) Document lessons learned. [ID: 3767]|{"account_id": "ACC-099", "region": "Central", "product_line": "SMB"}
user-005|episodic|Yesterday at 17:00 PM, I conducted a consultation for Global Enterprises. We identified next steps. [ID: 3768]|{"account_id": "ACC-150", "region": "Midwest", "product_line": "Financial"}
@@ -12654,7 +12654,7 @@ user-001|core|Carol Davis here - I'm the Business Development Manager for Quantu
user-003|episodic|On Friday at 15:30 PM, I had a renewal discussion with Smart Solutions. We discussed new feature requirements and requested proposal revision. [ID: 3774]|{"account_id": "ACC-075", "region": "Southeast", "product_line": "SMB"}
user-002|core|Profile update: David Lee, Solutions Architect position at Innovation Labs, responsible for product development. [ID: 3775]|{"account_id": "ACC-024", "region": "Southeast", "product_line": "Integration"}
user-005|semantic|Lead Qualification Framework is an essential tool for modern business. It provides benefits such as increased efficiency, better decision making, and improved ROI. [ID: 3776]|{"account_id": "ACC-155", "region": "Northeast", "product_line": "Analytics"}
-user-004|knowledge_vault|Monitoring System Access: Server: prod-db-4.company.com, Port: 27017, Username: admin_6036, Password: Pv180Ny@#MGsvfF@, Additional: SSL: Required, Timeout: 46s [ID: 3777]|{"account_id": "ACC-083", "region": "Southeast", "product_line": "Marketing"}
+user-004|knowledge|Monitoring System Access: Server: prod-db-4.company.com, Port: 27017, Username: admin_6036, Password: Pv180Ny@#MGsvfF@, Additional: SSL: Required, Timeout: 46s [ID: 3777]|{"account_id": "ACC-083", "region": "Southeast", "product_line": "Marketing"}
user-005|resource|# Comprehensive Competitive Analysis
## Purpose
@@ -12672,9 +12672,9 @@ Always monitor throughout the process
Training materials available on internal portal [ID: 3778]|{"account_id": "ACC-176", "region": "Northwest", "product_line": "Marketing"}
user-001|procedural|My competitive analysis process: First, Review requirements thoroughly. Second, Address concerns and objections. Third, Schedule implementation. Fourth, Monitor progress closely. Finally, Negotiate terms and pricing. [ID: 3779]|{"account_id": "ACC-144", "region": "International", "product_line": "SMB"}
user-002|core|Emma Wilson here - I'm the Customer Success Manager for CloudSystems's operations team. [ID: 3780]|{"account_id": "ACC-043", "region": "Northeast", "product_line": "Security"}
-user-002|knowledge_vault|Production Database Access: Server: staging-db-10.company.com, Port: 6379, Username: admin_6970, Password: qX778V5gj$YEi@mY, Additional: SSL: Required, Timeout: 54s [ID: 3781]|{"account_id": "ACC-029", "region": "Central", "product_line": "Operations"}
+user-002|knowledge|Production Database Access: Server: staging-db-10.company.com, Port: 6379, Username: admin_6970, Password: qX778V5gj$YEi@mY, Additional: SSL: Required, Timeout: 54s [ID: 3781]|{"account_id": "ACC-029", "region": "Central", "product_line": "Operations"}
user-004|core|My name is Carol Davis and I work as a VP of Operations at NextGen Tech. I specialize in data analytics. [ID: 3782]|{"account_id": "ACC-090", "region": "South", "product_line": "SMB"}
-user-003|knowledge_vault|Zendesk Configuration: URL: https://dashboard.company.com, Access Token: zx1aeti8loij30zweu07p5nckdjj86z7f2f0p1sakcuatbyx7z8h9ix93qygycpj, Webhook: https://hooks.company.com/cjzgyhhm3nxom8e2j86hzhdwxaxlha93, Settings: Retry: 7, Timeout: 70s [ID: 3783]|{"account_id": "ACC-143", "region": "West", "product_line": "Platform"}
+user-003|knowledge|Zendesk Configuration: URL: https://dashboard.company.com, Access Token: zx1aeti8loij30zweu07p5nckdjj86z7f2f0p1sakcuatbyx7z8h9ix93qygycpj, Webhook: https://hooks.company.com/cjzgyhhm3nxom8e2j86hzhdwxaxlha93, Settings: Retry: 7, Timeout: 70s [ID: 3783]|{"account_id": "ACC-143", "region": "West", "product_line": "Platform"}
user-002|episodic|Yesterday at 9:00 PM, I conducted a presentation for TechCorp. We identified next steps. [ID: 3784]|{"account_id": "ACC-143", "region": "East", "product_line": "Integration"}
user-001|resource|# Q4 Sales Strategy
@@ -12713,15 +12713,15 @@ user-001|core|I'm Carol Davis, working as Marketing Director in Innovation Labs.
user-004|core|My name is Alice Johnson and I work as a Customer Success Manager at Innovation Labs. I specialize in digital transformation. [ID: 3791]|{"account_id": "ACC-142", "region": "West", "product_line": "Integration"}
user-003|semantic|Account-Based Marketing refers to the measurement of business outcomes. Key characteristics include measurable outcomes, actionable insights, and continuous improvement. [ID: 3792]|{"account_id": "ACC-159", "region": "International", "product_line": "Enterprise"}
user-004|core|I'm Grace Taylor, Product Manager at Innovation Labs. My focus areas are customer engagement and business intelligence. [ID: 3793]|{"account_id": "ACC-104", "region": "East", "product_line": "Analytics"}
-user-004|knowledge_vault|Zendesk Configuration: URL: https://app.company.com, Access Token: 3gl724iysaki7xset1iqtsgzay9quah481vpacmvrm8rse39pws5ufesozb6yo8x, Webhook: https://hooks.company.com/czr377d0zm8rymnsj6gccuspxztg4bn9, Settings: Retry: 8, Timeout: 32s [ID: 3794]|{"account_id": "ACC-152", "region": "Southeast", "product_line": "Operations"}
+user-004|knowledge|Zendesk Configuration: URL: https://app.company.com, Access Token: 3gl724iysaki7xset1iqtsgzay9quah481vpacmvrm8rse39pws5ufesozb6yo8x, Webhook: https://hooks.company.com/czr377d0zm8rymnsj6gccuspxztg4bn9, Settings: Retry: 8, Timeout: 32s [ID: 3794]|{"account_id": "ACC-152", "region": "Southeast", "product_line": "Operations"}
user-002|procedural|Escalation handling workflow: Step 1 - Conduct initial assessment. Step 2 - Monitor progress closely. Step 3 - Schedule implementation. Step 4 - Review requirements thoroughly. Step 5 - Negotiate terms and pricing. [ID: 3795]|{"account_id": "ACC-190", "region": "Southeast", "product_line": "Analytics"}
user-001|core|I'm David Lee, VP of Operations at Digital Dynamics. My focus areas are AI solutions and customer engagement. [ID: 3796]|{"account_id": "ACC-061", "region": "East", "product_line": "Security"}
-user-002|knowledge_vault|Data Warehouse Credentials: API Key: sk_ku3jiwicsnsljenzv1rz3tmyp5zcmh1c, Secret: 95HQBGBYWUDXKIQ5J9VCUSCF57DY9L4YQK8CIMBG, Endpoint: https://api.service.com/v3, Region: us-west-2 [ID: 3797]|{"account_id": "ACC-111", "region": "East", "product_line": "SMB"}
+user-002|knowledge|Data Warehouse Credentials: API Key: sk_ku3jiwicsnsljenzv1rz3tmyp5zcmh1c, Secret: 95HQBGBYWUDXKIQ5J9VCUSCF57DY9L4YQK8CIMBG, Endpoint: https://api.service.com/v3, Region: us-west-2 [ID: 3797]|{"account_id": "ACC-111", "region": "East", "product_line": "SMB"}
user-001|core|Profile update: Jack Anderson, Account Executive position at FinTech Solutions, responsible for revenue growth. [ID: 3798]|{"account_id": "ACC-164", "region": "South", "product_line": "Financial"}
user-001|core|My name is Henry Brown and I work as a Solutions Architect at Quantum Systems. I specialize in enterprise sales. [ID: 3799]|{"account_id": "ACC-039", "region": "Northwest", "product_line": "Platform"}
user-004|procedural|Escalation handling workflow: Step 1 - Finalize documentation. Step 2 - Identify key stakeholders. Step 3 - Collect feedback regularly. Step 4 - Conduct initial assessment. Step 5 - Review requirements thoroughly. [ID: 3800]|{"account_id": "ACC-132", "region": "Southeast", "product_line": "Analytics"}
user-001|procedural|Onboarding checklist: 1) Review requirements thoroughly. 2) Address concerns and objections. 3) Collect feedback regularly. 4) Document lessons learned. 5) Negotiate terms and pricing. [ID: 3801]|{"account_id": "ACC-034", "region": "East", "product_line": "Financial"}
-user-004|knowledge_vault|Communication Service Credentials: API Key: sk_du0fjczci6pp6grxuyujgb1gs7vm413o, Secret: MY1C47CTUUAICRAESRC56Q91PA9VLP23V969GF28, Endpoint: https://api.service.com/v3, Region: eu-west-1 [ID: 3802]|{"account_id": "ACC-141", "region": "Southwest", "product_line": "SMB"}
+user-004|knowledge|Communication Service Credentials: API Key: sk_du0fjczci6pp6grxuyujgb1gs7vm413o, Secret: MY1C47CTUUAICRAESRC56Q91PA9VLP23V969GF28, Endpoint: https://api.service.com/v3, Region: eu-west-1 [ID: 3802]|{"account_id": "ACC-141", "region": "Southwest", "product_line": "SMB"}
user-001|resource|# Essential Territory Assignment
## Purpose
@@ -12753,11 +12753,11 @@ We will implement strategic tactics to achieve our objectives. This includes hir
## Action Items
1) Complete by end of quarter 2) Review weekly progress 3) Adjust strategy as needed [ID: 3804]|{"account_id": "ACC-172", "region": "Southwest", "product_line": "Enterprise"}
user-001|episodic|On Thursday at 9:00 PM, I had a discovery call with Digital Dynamics. We discussed security compliance and agreed to extend contract. [ID: 3805]|{"account_id": "ACC-132", "region": "International", "product_line": "Marketing"}
-user-002|knowledge_vault|Zendesk Configuration: URL: https://dashboard.company.com, Access Token: kpnyykwkdw9kldbavsn3vrtj6noxmw7e1hynllzxxlhdh5qxwi2mi3gvpoqrw93h, Webhook: https://hooks.company.com/6s9qc8ofbe9yz098vabgp217vpjydd5y, Settings: Retry: 4, Timeout: 98s [ID: 3806]|{"account_id": "ACC-146", "region": "Southwest", "product_line": "Integration"}
+user-002|knowledge|Zendesk Configuration: URL: https://dashboard.company.com, Access Token: kpnyykwkdw9kldbavsn3vrtj6noxmw7e1hynllzxxlhdh5qxwi2mi3gvpoqrw93h, Webhook: https://hooks.company.com/6s9qc8ofbe9yz098vabgp217vpjydd5y, Settings: Retry: 4, Timeout: 98s [ID: 3806]|{"account_id": "ACC-146", "region": "Southwest", "product_line": "Integration"}
user-003|episodic|On Wednesday at 15:00 PM, I had a technical consultation with Smart Solutions. We discussed performance metrics and requested proposal revision. [ID: 3807]|{"account_id": "ACC-134", "region": "South", "product_line": "Cloud"}
user-002|procedural|Opportunity management workflow: Step 1 - Monitor progress closely. Step 2 - Collect feedback regularly. Step 3 - Document lessons learned. Step 4 - Conduct initial assessment. Step 5 - Identify key stakeholders. [ID: 3808]|{"account_id": "ACC-078", "region": "Central", "product_line": "Platform"}
user-004|semantic|Revenue Operations is a key metric for business performance. It helps organizations make data-driven decisions. Critical for strategic planning and optimization. [ID: 3809]|{"account_id": "ACC-013", "region": "Southeast", "product_line": "Financial"}
-user-003|knowledge_vault|AWS Credentials: API Key: sk_an8sc2xbn5vjduiovxcja0oyz4pc42v8, Secret: 4NRPZHY17MDP95B56O73BXH2VNUAFMCRMCPPZ3WL, Endpoint: https://api.system.com/v1, Region: ap-southeast-1 [ID: 3810]|{"account_id": "ACC-175", "region": "Midwest", "product_line": "Security"}
+user-003|knowledge|AWS Credentials: API Key: sk_an8sc2xbn5vjduiovxcja0oyz4pc42v8, Secret: 4NRPZHY17MDP95B56O73BXH2VNUAFMCRMCPPZ3WL, Endpoint: https://api.system.com/v1, Region: ap-southeast-1 [ID: 3810]|{"account_id": "ACC-175", "region": "Midwest", "product_line": "Security"}
user-001|core|My name is Iris Martinez and I work as a Customer Success Manager at Global Enterprises. I specialize in technical consulting. [ID: 3811]|{"account_id": "ACC-127", "region": "South", "product_line": "SMB"}
user-002|resource|# Sales Enablement Plan
@@ -12789,7 +12789,7 @@ We will implement strategic tactics to achieve our objectives. This includes hir
## Action Items
1) Complete by end of month 2) Review weekly progress 3) Adjust strategy as needed [ID: 3813]|{"account_id": "ACC-094", "region": "West", "product_line": "SMB"}
-user-002|knowledge_vault|Marketing Platform Credentials: API Key: sk_pgh2pwpz505gre5sqyjkmnqmudjc74bz, Secret: J9Y81I39XSBZ6YICH165Q93IS83KKPH9Z5ZUMDU7, Endpoint: https://api.system.com/v2, Region: us-west-2 [ID: 3814]|{"account_id": "ACC-109", "region": "International", "product_line": "Enterprise"}
+user-002|knowledge|Marketing Platform Credentials: API Key: sk_pgh2pwpz505gre5sqyjkmnqmudjc74bz, Secret: J9Y81I39XSBZ6YICH165Q93IS83KKPH9Z5ZUMDU7, Endpoint: https://api.system.com/v2, Region: us-west-2 [ID: 3814]|{"account_id": "ACC-109", "region": "International", "product_line": "Enterprise"}
user-003|core|Henry Brown here - I'm the Account Executive for NextGen Tech's operations team. [ID: 3815]|{"account_id": "ACC-130", "region": "West", "product_line": "SMB"}
user-001|semantic|Sales Intelligence refers to the measurement of business outcomes. Key characteristics include measurable outcomes, actionable insights, and continuous improvement. [ID: 3816]|{"account_id": "ACC-106", "region": "Southeast", "product_line": "Platform"}
user-001|episodic|On Wednesday, I had a call with NextGen Tech regarding billing discrepancy. We resolved the problem within 4 hours and they agreed to expand to more users. [ID: 3817]|{"account_id": "ACC-088", "region": "Northeast", "product_line": "Platform"}
@@ -12809,16 +12809,16 @@ Always validate throughout the process
## Resources
Training materials available on internal portal [ID: 3819]|{"account_id": "ACC-091", "region": "South", "product_line": "Platform"}
-user-001|knowledge_vault|Marketing Platform Credentials: API Key: sk_op6jffnx37bl2w6iczanu8tz5xoe500a, Secret: ZIGRMX587RC2EU91YA7OBWLMH8IW52JUQQGSSGZF, Endpoint: https://api.platform.com/v3, Region: ap-southeast-1 [ID: 3820]|{"account_id": "ACC-075", "region": "Northwest", "product_line": "Integration"}
+user-001|knowledge|Marketing Platform Credentials: API Key: sk_op6jffnx37bl2w6iczanu8tz5xoe500a, Secret: ZIGRMX587RC2EU91YA7OBWLMH8IW52JUQQGSSGZF, Endpoint: https://api.platform.com/v3, Region: ap-southeast-1 [ID: 3820]|{"account_id": "ACC-075", "region": "Northwest", "product_line": "Integration"}
user-003|procedural|My territory planning process: First, Finalize documentation. Second, Address concerns and objections. Third, Collect feedback regularly. Fourth, Negotiate terms and pricing. Finally, Document lessons learned. [ID: 3821]|{"account_id": "ACC-148", "region": "Southwest", "product_line": "Marketing"}
user-002|procedural|My contract renewal process: First, Review requirements thoroughly. Second, Finalize documentation. Third, Prepare detailed proposal. Fourth, Monitor progress closely. Finally, Collect feedback regularly. [ID: 3822]|{"account_id": "ACC-138", "region": "Northwest", "product_line": "Operations"}
user-002|episodic|Last Wednesday, I attended Tech Conference at Chicago. Met 30 potential leads and scheduled 8 follow-up meetings. [ID: 3823]|{"account_id": "ACC-145", "region": "West", "product_line": "Security"}
user-004|core|Jack Anderson here - I'm the VP of Operations for Innovation Labs's engineering team. [ID: 3824]|{"account_id": "ACC-179", "region": "South", "product_line": "Enterprise"}
user-003|core|I'm Frank Chen, Business Development Manager at Innovation Labs. My focus areas are AI solutions and data analytics. [ID: 3825]|{"account_id": "ACC-189", "region": "East", "product_line": "Cloud"}
user-005|episodic|Yesterday at 9:00 PM, I conducted a presentation for FinTech Solutions. Deal moved to final stage. [ID: 3826]|{"account_id": "ACC-028", "region": "International", "product_line": "SMB"}
-user-005|knowledge_vault|Communication Service Credentials: API Key: sk_w91nrf7506vpudefu95ju0trnsmjyni2, Secret: B4A66B7IUYP90GLNYJT13S3EN9AH1FOHCECC61EE, Endpoint: https://api.platform.com/v3, Region: eu-west-1 [ID: 3827]|{"account_id": "ACC-107", "region": "Northeast", "product_line": "Enterprise"}
-user-001|knowledge_vault|Backup Server Access: Server: prod-db-2.company.com, Port: 3306, Username: admin_6400, Password: Gh%u02kqzsm$7zXH, Additional: SSL: Required, Timeout: 45s [ID: 3828]|{"account_id": "ACC-005", "region": "Northeast", "product_line": "Operations"}
-user-005|knowledge_vault|Communication Service Credentials: API Key: sk_awqoe6sffvcx0orz96oi4gpy1s8cwos8, Secret: JVF2W10KSWZN5MREJ7SEV32TPO0UKRKSUX0J1PNJ, Endpoint: https://api.platform.com/v2, Region: eu-west-1 [ID: 3829]|{"account_id": "ACC-085", "region": "International", "product_line": "Security"}
+user-005|knowledge|Communication Service Credentials: API Key: sk_w91nrf7506vpudefu95ju0trnsmjyni2, Secret: B4A66B7IUYP90GLNYJT13S3EN9AH1FOHCECC61EE, Endpoint: https://api.platform.com/v3, Region: eu-west-1 [ID: 3827]|{"account_id": "ACC-107", "region": "Northeast", "product_line": "Enterprise"}
+user-001|knowledge|Backup Server Access: Server: prod-db-2.company.com, Port: 3306, Username: admin_6400, Password: Gh%u02kqzsm$7zXH, Additional: SSL: Required, Timeout: 45s [ID: 3828]|{"account_id": "ACC-005", "region": "Northeast", "product_line": "Operations"}
+user-005|knowledge|Communication Service Credentials: API Key: sk_awqoe6sffvcx0orz96oi4gpy1s8cwos8, Secret: JVF2W10KSWZN5MREJ7SEV32TPO0UKRKSUX0J1PNJ, Endpoint: https://api.platform.com/v2, Region: eu-west-1 [ID: 3829]|{"account_id": "ACC-085", "region": "International", "product_line": "Security"}
user-003|resource|# Essential Territory Assignment
## Purpose
@@ -12835,9 +12835,9 @@ Always monitor throughout the process
## Resources
Training materials available on internal portal [ID: 3830]|{"account_id": "ACC-046", "region": "Central", "product_line": "Financial"}
user-002|episodic|On Thursday, I had a call with DataVision Inc regarding feature request. We resolved the problem within 1 hours and they agreed to expand to more users. [ID: 3831]|{"account_id": "ACC-072", "region": "Southeast", "product_line": "Marketing"}
-user-002|knowledge_vault|Zendesk Configuration: URL: https://dashboard.company.com, Access Token: nr5p8714aij0hgbe73pc9yb6eye5iyr5f6dy7457lhnasttplegv8iw3con5beje, Webhook: https://hooks.company.com/h3wxh89o9knx7war6yix7km7l052ot5h, Settings: Retry: 9, Timeout: 37s [ID: 3832]|{"account_id": "ACC-148", "region": "South", "product_line": "SMB"}
+user-002|knowledge|Zendesk Configuration: URL: https://dashboard.company.com, Access Token: nr5p8714aij0hgbe73pc9yb6eye5iyr5f6dy7457lhnasttplegv8iw3con5beje, Webhook: https://hooks.company.com/h3wxh89o9knx7war6yix7km7l052ot5h, Settings: Retry: 9, Timeout: 37s [ID: 3832]|{"account_id": "ACC-148", "region": "South", "product_line": "SMB"}
user-001|semantic|Sales Intelligence refers to the measurement of business outcomes. Key characteristics include measurable outcomes, actionable insights, and continuous improvement. [ID: 3833]|{"account_id": "ACC-084", "region": "Northeast", "product_line": "Integration"}
-user-004|knowledge_vault|Azure Credentials: API Key: sk_z12nmj32qds15cdwmslf91tti8anzp9z, Secret: S58I8S3BEMY3RMVZPGZBXD53EQ4YBLD7DD9XCX8L, Endpoint: https://api.platform.com/v2, Region: us-east-1 [ID: 3834]|{"account_id": "ACC-158", "region": "Northwest", "product_line": "Financial"}
+user-004|knowledge|Azure Credentials: API Key: sk_z12nmj32qds15cdwmslf91tti8anzp9z, Secret: S58I8S3BEMY3RMVZPGZBXD53EQ4YBLD7DD9XCX8L, Endpoint: https://api.platform.com/v2, Region: us-east-1 [ID: 3834]|{"account_id": "ACC-158", "region": "Northwest", "product_line": "Financial"}
user-003|resource|# Customer Success Playbook
## Overview
@@ -12855,11 +12855,11 @@ We will implement strategic tactics to achieve our objectives. This includes hir
1) Complete by end of month 2) Review weekly progress 3) Adjust strategy as needed [ID: 3835]|{"account_id": "ACC-075", "region": "Central", "product_line": "Marketing"}
user-005|procedural|My proposal development process: First, Document lessons learned. Second, Identify key stakeholders. Third, Review requirements thoroughly. Fourth, Conduct initial assessment. Finally, Prepare detailed proposal. [ID: 3836]|{"account_id": "ACC-189", "region": "Central", "product_line": "Enterprise"}
user-005|procedural|Audit checklist: 1) Conduct initial assessment. 2) Finalize documentation. 3) Identify key stakeholders. 4) Document lessons learned. 5) Negotiate terms and pricing. [ID: 3837]|{"account_id": "ACC-086", "region": "Northwest", "product_line": "Integration"}
-user-004|knowledge_vault|Stripe Configuration: URL: https://app.company.com, Access Token: n3zu76wj52blkkh7v5j5kdn6n3swex158msmhets6f23itoom4hdw6cgd8ylb4gz, Webhook: https://hooks.company.com/toa957ucbl4w9vt68umvsf59ent3fd6j, Settings: Retry: 4, Timeout: 81s [ID: 3838]|{"account_id": "ACC-080", "region": "Central", "product_line": "Integration"}
+user-004|knowledge|Stripe Configuration: URL: https://app.company.com, Access Token: n3zu76wj52blkkh7v5j5kdn6n3swex158msmhets6f23itoom4hdw6cgd8ylb4gz, Webhook: https://hooks.company.com/toa957ucbl4w9vt68umvsf59ent3fd6j, Settings: Retry: 4, Timeout: 81s [ID: 3838]|{"account_id": "ACC-080", "region": "Central", "product_line": "Integration"}
user-001|episodic|Last Thursday, I attended Networking Event at Chicago. Met 42 potential leads and scheduled 3 follow-up meetings. [ID: 3839]|{"account_id": "ACC-183", "region": "Midwest", "product_line": "Operations"}
-user-001|knowledge_vault|Production Database Access: Server: staging-db-2.company.com, Port: 6379, Username: admin_8053, Password: XH%OsiGpIcXi9d3@, Additional: SSL: Required, Timeout: 32s [ID: 3840]|{"account_id": "ACC-031", "region": "West", "product_line": "Marketing"}
+user-001|knowledge|Production Database Access: Server: staging-db-2.company.com, Port: 6379, Username: admin_8053, Password: XH%OsiGpIcXi9d3@, Additional: SSL: Required, Timeout: 32s [ID: 3840]|{"account_id": "ACC-031", "region": "West", "product_line": "Marketing"}
user-003|procedural|My competitive analysis process: First, Collect feedback regularly. Second, Identify key stakeholders. Third, Conduct initial assessment. Fourth, Present to decision makers. Finally, Monitor progress closely. [ID: 3841]|{"account_id": "ACC-036", "region": "West", "product_line": "Marketing"}
-user-002|knowledge_vault|HubSpot Configuration: URL: https://app.company.com, Access Token: 2bx29c9uep2bkyldcf4b5u1l9btyvjevyr43i42f11sx6tbo1aja1w8boqsi3mi8, Webhook: https://hooks.company.com/a0jwljiyw7l2nbppl32nszi1nfk1rl2y, Settings: Retry: 8, Timeout: 118s [ID: 3842]|{"account_id": "ACC-191", "region": "Southwest", "product_line": "Marketing"}
+user-002|knowledge|HubSpot Configuration: URL: https://app.company.com, Access Token: 2bx29c9uep2bkyldcf4b5u1l9btyvjevyr43i42f11sx6tbo1aja1w8boqsi3mi8, Webhook: https://hooks.company.com/a0jwljiyw7l2nbppl32nszi1nfk1rl2y, Settings: Retry: 8, Timeout: 118s [ID: 3842]|{"account_id": "ACC-191", "region": "Southwest", "product_line": "Marketing"}
user-003|core|I'm Grace Taylor, working as Senior Sales Manager in Smart Solutions. My key expertise is in business intelligence. [ID: 3843]|{"account_id": "ACC-085", "region": "Northwest", "product_line": "Cloud"}
user-004|semantic|Customer Data Platform is a key metric for business performance. It helps organizations make data-driven decisions. Critical for strategic planning and optimization. [ID: 3844]|{"account_id": "ACC-110", "region": "International", "product_line": "Marketing"}
user-002|resource|# Customer Success Playbook
@@ -12902,12 +12902,12 @@ user-005|episodic|On Tuesday at 14:30 PM, I had a escalation meeting with Innova
user-003|episodic|Yesterday at 8:00 AM, I conducted a product demo for NextGen Tech. The feedback was very positive. [ID: 3854]|{"account_id": "ACC-116", "region": "Southwest", "product_line": "Integration"}
user-004|core|My name is Frank Chen and I work as a Marketing Director at FinTech Solutions. I specialize in B2B marketing. [ID: 3855]|{"account_id": "ACC-142", "region": "International", "product_line": "Marketing"}
user-004|semantic|Revenue Operations refers to the measurement of business outcomes. Key characteristics include measurable outcomes, actionable insights, and continuous improvement. [ID: 3856]|{"account_id": "ACC-010", "region": "Midwest", "product_line": "Financial"}
-user-001|knowledge_vault|Data Warehouse Credentials: API Key: sk_du7nn44asal7opfl0vgfnign6hq7c6nv, Secret: 3C0A9FRIM8GGHY5XGKFYIERE5K9XHZ2XF5QXDD1V, Endpoint: https://api.platform.com/v2, Region: us-west-2 [ID: 3857]|{"account_id": "ACC-125", "region": "West", "product_line": "Analytics"}
+user-001|knowledge|Data Warehouse Credentials: API Key: sk_du7nn44asal7opfl0vgfnign6hq7c6nv, Secret: 3C0A9FRIM8GGHY5XGKFYIERE5K9XHZ2XF5QXDD1V, Endpoint: https://api.platform.com/v2, Region: us-west-2 [ID: 3857]|{"account_id": "ACC-125", "region": "West", "product_line": "Analytics"}
user-005|semantic|Sales Velocity refers to the measurement of business outcomes. Key characteristics include measurable outcomes, actionable insights, and continuous improvement. [ID: 3858]|{"account_id": "ACC-024", "region": "Midwest", "product_line": "Analytics"}
user-003|procedural|Review checklist: 1) Collect feedback regularly. 2) Review requirements thoroughly. 3) Schedule implementation. 4) Negotiate terms and pricing. 5) Monitor progress closely. [ID: 3859]|{"account_id": "ACC-141", "region": "International", "product_line": "Operations"}
user-003|episodic|On Thursday, I had a call with CloudSystems regarding feature request. We resolved the problem within 2 hours and they agreed to expand to more users. [ID: 3860]|{"account_id": "ACC-023", "region": "Southeast", "product_line": "Cloud"}
user-003|core|Profile update: Henry Brown, Customer Success Manager position at Global Enterprises, responsible for revenue growth. [ID: 3861]|{"account_id": "ACC-064", "region": "South", "product_line": "Integration"}
-user-002|knowledge_vault|Payment Gateway Credentials: API Key: sk_qs65ugijj2xc3xbdxvke53f10w7tt5pf, Secret: N91EJLC2M4C93DJ43HSWJLRSC916NR4L9M1IJG0Q, Endpoint: https://api.service.com/v3, Region: ap-southeast-1 [ID: 3862]|{"account_id": "ACC-102", "region": "Northeast", "product_line": "Operations"}
+user-002|knowledge|Payment Gateway Credentials: API Key: sk_qs65ugijj2xc3xbdxvke53f10w7tt5pf, Secret: N91EJLC2M4C93DJ43HSWJLRSC916NR4L9M1IJG0Q, Endpoint: https://api.service.com/v3, Region: ap-southeast-1 [ID: 3862]|{"account_id": "ACC-102", "region": "Northeast", "product_line": "Operations"}
user-003|semantic|Sales Velocity is a key metric for business performance. It helps organizations make data-driven decisions. Critical for strategic planning and optimization. [ID: 3863]|{"account_id": "ACC-078", "region": "Midwest", "product_line": "Analytics"}
user-004|resource|# Comprehensive Sales Enablement Plan
@@ -13035,17 +13035,17 @@ We will implement aggressive tactics to achieve our objectives. This includes hi
## Action Items
1) Complete by end of quarter 2) Review weekly progress 3) Adjust strategy as needed [ID: 3891]|{"account_id": "ACC-053", "region": "Midwest", "product_line": "Analytics"}
-user-003|knowledge_vault|HubSpot Configuration: URL: https://app.company.com, Access Token: sancwlv2pffsz1wnrs3lbmwfns6ncxzlta0rc9sen32r0da5l5plgopfdnmqa4rn, Webhook: https://hooks.company.com/yroklmc67ihx94lf9bn35mxk1mgta1kb, Settings: Retry: 7, Timeout: 94s [ID: 3892]|{"account_id": "ACC-033", "region": "Central", "product_line": "SMB"}
+user-003|knowledge|HubSpot Configuration: URL: https://app.company.com, Access Token: sancwlv2pffsz1wnrs3lbmwfns6ncxzlta0rc9sen32r0da5l5plgopfdnmqa4rn, Webhook: https://hooks.company.com/yroklmc67ihx94lf9bn35mxk1mgta1kb, Settings: Retry: 7, Timeout: 94s [ID: 3892]|{"account_id": "ACC-033", "region": "Central", "product_line": "SMB"}
user-003|semantic|Conversation Intelligence is a key metric for business performance. It helps organizations make data-driven decisions. Critical for strategic planning and optimization. [ID: 3893]|{"account_id": "ACC-145", "region": "Central", "product_line": "SMB"}
user-002|episodic|Yesterday at 9:00 AM, I conducted a presentation for FinTech Solutions. Deal moved to final stage. [ID: 3894]|{"account_id": "ACC-146", "region": "Northwest", "product_line": "Platform"}
user-004|semantic|Revenue Operations is a key metric for business performance. It helps organizations make data-driven decisions. Critical for strategic planning and optimization. [ID: 3895]|{"account_id": "ACC-019", "region": "Northwest", "product_line": "Analytics"}
user-005|episodic|On Tuesday, I had a call with Digital Dynamics regarding feature request. We resolved the problem within 3 hours and they agreed to extend the trial. [ID: 3896]|{"account_id": "ACC-151", "region": "Northwest", "product_line": "Financial"}
user-005|core|I'm Frank Chen, working as Account Executive in NextGen Tech. My key expertise is in enterprise sales. [ID: 3897]|{"account_id": "ACC-133", "region": "International", "product_line": "Platform"}
user-002|core|I'm Alice Johnson, working as Product Manager in Smart Solutions. My key expertise is in digital transformation. [ID: 3898]|{"account_id": "ACC-068", "region": "Southwest", "product_line": "Cloud"}
-user-001|knowledge_vault|Stripe Configuration: URL: https://dashboard.company.com, Access Token: g30z1re1svtbjp5wg47uko596xj2ewz5bl9x2p49l1ht6cdd3jzvbnaiit4vsrha, Webhook: https://hooks.company.com/dgb9gscvfx1cx9ofnhnyvxk9azwtwxi9, Settings: Retry: 6, Timeout: 87s [ID: 3899]|{"account_id": "ACC-126", "region": "East", "product_line": "Operations"}
-user-002|knowledge_vault|Marketing Platform Credentials: API Key: sk_ccf35qbqgtbcjobigtwifiui0zuqbrph, Secret: TBJEEGB2T6BAFE5MJCU0X3MX5AR9YY2OUJMTTY6Z, Endpoint: https://api.platform.com/v1, Region: ap-southeast-1 [ID: 3900]|{"account_id": "ACC-083", "region": "International", "product_line": "Analytics"}
+user-001|knowledge|Stripe Configuration: URL: https://dashboard.company.com, Access Token: g30z1re1svtbjp5wg47uko596xj2ewz5bl9x2p49l1ht6cdd3jzvbnaiit4vsrha, Webhook: https://hooks.company.com/dgb9gscvfx1cx9ofnhnyvxk9azwtwxi9, Settings: Retry: 6, Timeout: 87s [ID: 3899]|{"account_id": "ACC-126", "region": "East", "product_line": "Operations"}
+user-002|knowledge|Marketing Platform Credentials: API Key: sk_ccf35qbqgtbcjobigtwifiui0zuqbrph, Secret: TBJEEGB2T6BAFE5MJCU0X3MX5AR9YY2OUJMTTY6Z, Endpoint: https://api.platform.com/v1, Region: ap-southeast-1 [ID: 3900]|{"account_id": "ACC-083", "region": "International", "product_line": "Analytics"}
user-003|semantic|Pipeline Coverage is a key metric for business performance. It helps organizations make data-driven decisions. Critical for strategic planning and optimization. [ID: 3901]|{"account_id": "ACC-082", "region": "International", "product_line": "Analytics"}
-user-004|knowledge_vault|Stripe Configuration: URL: https://app.company.com, Access Token: 10ydebhiq7u4w46tbr72zwrv3bmx6gfsi9f9kdopqk1qizmumjswznxrud3yhsj1, Webhook: https://hooks.company.com/uqagg6yxnid9s12mt0ok86dy367n3taj, Settings: Retry: 3, Timeout: 105s [ID: 3902]|{"account_id": "ACC-169", "region": "Southeast", "product_line": "Integration"}
+user-004|knowledge|Stripe Configuration: URL: https://app.company.com, Access Token: 10ydebhiq7u4w46tbr72zwrv3bmx6gfsi9f9kdopqk1qizmumjswznxrud3yhsj1, Webhook: https://hooks.company.com/uqagg6yxnid9s12mt0ok86dy367n3taj, Settings: Retry: 3, Timeout: 105s [ID: 3902]|{"account_id": "ACC-169", "region": "Southeast", "product_line": "Integration"}
user-002|resource|# Complete Product Pricing Guide
## Purpose
@@ -13062,11 +13062,11 @@ Always document throughout the process
## Resources
Training materials available on internal portal [ID: 3903]|{"account_id": "ACC-087", "region": "International", "product_line": "Platform"}
user-004|procedural|Pipeline review workflow: Step 1 - Finalize documentation. Step 2 - Document lessons learned. Step 3 - Present to decision makers. Step 4 - Monitor progress closely. Step 5 - Negotiate terms and pricing. [ID: 3904]|{"account_id": "ACC-012", "region": "Northeast", "product_line": "Marketing"}
-user-004|knowledge_vault|Staging Environment Access: Server: dev-db-6.company.com, Port: 27017, Username: admin_7673, Password: ou%GLu0on51b!#cj, Additional: SSL: Required, Timeout: 24s [ID: 3905]|{"account_id": "ACC-026", "region": "West", "product_line": "Marketing"}
+user-004|knowledge|Staging Environment Access: Server: dev-db-6.company.com, Port: 27017, Username: admin_7673, Password: ou%GLu0on51b!#cj, Additional: SSL: Required, Timeout: 24s [ID: 3905]|{"account_id": "ACC-026", "region": "West", "product_line": "Marketing"}
user-003|episodic|On Monday at 14:00 PM, I had a quarterly business review with Digital Dynamics. We discussed security compliance and they committed to a 40% increase. [ID: 3906]|{"account_id": "ACC-146", "region": "Southwest", "product_line": "Financial"}
user-005|procedural|My lead scoring process: First, Document lessons learned. Second, Prepare detailed proposal. Third, Conduct initial assessment. Fourth, Schedule implementation. Finally, Present to decision makers. [ID: 3907]|{"account_id": "ACC-009", "region": "Northwest", "product_line": "Operations"}
user-004|episodic|On Thursday at 13:30 PM, I had a renewal discussion with Digital Dynamics. We discussed budget allocation and identified key pain points. [ID: 3908]|{"account_id": "ACC-070", "region": "Northwest", "product_line": "Security"}
-user-001|knowledge_vault|Salesforce API Credentials: API Key: sk_c1ttqlfbc2scy50bcchhmtiraovgh39t, Secret: 4YBUAZWJE5OBW3WI5WGFOX5ISO7QW2HS81HCHPZZ, Endpoint: https://api.platform.com/v1, Region: us-west-2 [ID: 3909]|{"account_id": "ACC-019", "region": "Central", "product_line": "Security"}
+user-001|knowledge|Salesforce API Credentials: API Key: sk_c1ttqlfbc2scy50bcchhmtiraovgh39t, Secret: 4YBUAZWJE5OBW3WI5WGFOX5ISO7QW2HS81HCHPZZ, Endpoint: https://api.platform.com/v1, Region: us-west-2 [ID: 3909]|{"account_id": "ACC-019", "region": "Central", "product_line": "Security"}
user-002|resource|# Competitive Analysis
## Overview
@@ -13082,7 +13082,7 @@ We will implement aggressive tactics to achieve our objectives. This includes hi
## Action Items
1) Complete by end of quarter 2) Review weekly progress 3) Adjust strategy as needed [ID: 3910]|{"account_id": "ACC-002", "region": "Midwest", "product_line": "Integration"}
-user-003|knowledge_vault|Payment Gateway Credentials: API Key: sk_pc8s1o6afss3i7bdzimb5c7a9wug67fj, Secret: 4ZYFPWJ7ZYIP1TM5HLTWE849O1OALCFKDIA494GZ, Endpoint: https://api.system.com/v2, Region: ap-southeast-1 [ID: 3911]|{"account_id": "ACC-111", "region": "Central", "product_line": "Cloud"}
+user-003|knowledge|Payment Gateway Credentials: API Key: sk_pc8s1o6afss3i7bdzimb5c7a9wug67fj, Secret: 4ZYFPWJ7ZYIP1TM5HLTWE849O1OALCFKDIA494GZ, Endpoint: https://api.system.com/v2, Region: ap-southeast-1 [ID: 3911]|{"account_id": "ACC-111", "region": "Central", "product_line": "Cloud"}
user-003|semantic|Lead Qualification Framework is an essential tool for modern business. It provides benefits such as increased efficiency, better decision making, and improved ROI. [ID: 3912]|{"account_id": "ACC-109", "region": "East", "product_line": "Operations"}
user-005|semantic|Sales Intelligence is an essential tool for modern business. It provides benefits such as increased efficiency, better decision making, and improved ROI. [ID: 3913]|{"account_id": "ACC-133", "region": "South", "product_line": "Platform"}
user-003|episodic|On Thursday at 9:00 AM, I had a quarterly business review with Digital Dynamics. We discussed pricing structure and identified key pain points. [ID: 3914]|{"account_id": "ACC-047", "region": "Central", "product_line": "Analytics"}
@@ -13103,7 +13103,7 @@ Always document throughout the process
## Resources
Training materials available on internal portal [ID: 3917]|{"account_id": "ACC-067", "region": "South", "product_line": "Platform"}
-user-005|knowledge_vault|Communication Service Credentials: API Key: sk_i9ch6ahzv4tsve8qfo2leihm55x4vmia, Secret: MLZ89YQC0GE69J4HHL04B2AWQPWUSKS6O1UU3DB3, Endpoint: https://api.system.com/v3, Region: eu-west-1 [ID: 3918]|{"account_id": "ACC-043", "region": "South", "product_line": "Financial"}
+user-005|knowledge|Communication Service Credentials: API Key: sk_i9ch6ahzv4tsve8qfo2leihm55x4vmia, Secret: MLZ89YQC0GE69J4HHL04B2AWQPWUSKS6O1UU3DB3, Endpoint: https://api.system.com/v3, Region: eu-west-1 [ID: 3918]|{"account_id": "ACC-043", "region": "South", "product_line": "Financial"}
user-003|procedural|Customer handoff workflow: Step 1 - Identify key stakeholders. Step 2 - Conduct initial assessment. Step 3 - Monitor progress closely. Step 4 - Review requirements thoroughly. Step 5 - Prepare detailed proposal. [ID: 3919]|{"account_id": "ACC-067", "region": "Central", "product_line": "SMB"}
user-004|episodic|This morning at 12:00 PM, I closed a deal with Innovation Labs worth $162K annually. The contract was signed after 5 months of negotiations. [ID: 3920]|{"account_id": "ACC-035", "region": "West", "product_line": "Cloud"}
user-002|core|My name is Emma Wilson and I work as a Solutions Architect at CloudSystems. I specialize in customer engagement. [ID: 3921]|{"account_id": "ACC-032", "region": "International", "product_line": "Marketing"}
@@ -13113,7 +13113,7 @@ user-004|semantic|Revenue Operations is an essential tool for modern business. I
user-004|episodic|This morning at 11:00 PM, I closed a deal with NextGen Tech worth $193K annually. The contract was signed after 5 months of negotiations. [ID: 3925]|{"account_id": "ACC-185", "region": "Central", "product_line": "Marketing"}
user-001|core|My name is Jack Anderson and I work as a Product Manager at NextGen Tech. I specialize in data analytics. [ID: 3926]|{"account_id": "ACC-171", "region": "Northeast", "product_line": "Enterprise"}
user-004|semantic|Customer Churn is a key metric for business performance. It helps organizations make data-driven decisions. Critical for strategic planning and optimization. [ID: 3927]|{"account_id": "ACC-127", "region": "East", "product_line": "Financial"}
-user-005|knowledge_vault|Zendesk Configuration: URL: https://app.company.com, Access Token: 4f37t04g0r2h4v6w1ftupe3crqnsk1ghmasdvq8bj3pmccybmj9dn62aaf9w87is, Webhook: https://hooks.company.com/p825uh4mhykkqm9cs82dr8rzkdl3ucwb, Settings: Retry: 5, Timeout: 53s [ID: 3928]|{"account_id": "ACC-017", "region": "Northeast", "product_line": "Financial"}
+user-005|knowledge|Zendesk Configuration: URL: https://app.company.com, Access Token: 4f37t04g0r2h4v6w1ftupe3crqnsk1ghmasdvq8bj3pmccybmj9dn62aaf9w87is, Webhook: https://hooks.company.com/p825uh4mhykkqm9cs82dr8rzkdl3ucwb, Settings: Retry: 5, Timeout: 53s [ID: 3928]|{"account_id": "ACC-017", "region": "Northeast", "product_line": "Financial"}
user-002|resource|# Territory Assignment
## Overview
@@ -13131,7 +13131,7 @@ We will implement measured tactics to achieve our objectives. This includes hiri
1) Complete by mid-year 2) Review weekly progress 3) Adjust strategy as needed [ID: 3929]|{"account_id": "ACC-094", "region": "West", "product_line": "Security"}
user-001|semantic|Customer Data Platform is an essential tool for modern business. It provides benefits such as increased efficiency, better decision making, and improved ROI. [ID: 3930]|{"account_id": "ACC-116", "region": "South", "product_line": "Integration"}
user-001|core|Profile update: Alice Johnson, Account Executive position at DataVision Inc, responsible for product development. [ID: 3931]|{"account_id": "ACC-024", "region": "Southeast", "product_line": "Platform"}
-user-002|knowledge_vault|Salesforce API Credentials: API Key: sk_ss7qlx67d8hcw5ufjpl6bpceh7whiqrm, Secret: DJ8A3TEQ5436DSQNTKYN7QDC2W0932S1VVM36UYU, Endpoint: https://api.system.com/v3, Region: ap-southeast-1 [ID: 3932]|{"account_id": "ACC-014", "region": "Southwest", "product_line": "Integration"}
+user-002|knowledge|Salesforce API Credentials: API Key: sk_ss7qlx67d8hcw5ufjpl6bpceh7whiqrm, Secret: DJ8A3TEQ5436DSQNTKYN7QDC2W0932S1VVM36UYU, Endpoint: https://api.system.com/v3, Region: ap-southeast-1 [ID: 3932]|{"account_id": "ACC-014", "region": "Southwest", "product_line": "Integration"}
user-004|semantic|Net Promoter Score is a key metric for business performance. It helps organizations make data-driven decisions. Critical for strategic planning and optimization. [ID: 3933]|{"account_id": "ACC-035", "region": "Northwest", "product_line": "Cloud"}
user-002|procedural|Contract negotiation workflow: Step 1 - Identify key stakeholders. Step 2 - Collect feedback regularly. Step 3 - Conduct initial assessment. Step 4 - Negotiate terms and pricing. Step 5 - Present to decision makers. [ID: 3934]|{"account_id": "ACC-001", "region": "South", "product_line": "Marketing"}
user-002|episodic|This morning at 8:00 AM, I closed a deal with Smart Solutions worth $211K annually. The contract was signed after 5 months of negotiations. [ID: 3935]|{"account_id": "ACC-060", "region": "Central", "product_line": "Enterprise"}
@@ -13152,11 +13152,11 @@ Always communicate throughout the process
## Resources
Training materials available on internal portal [ID: 3938]|{"account_id": "ACC-197", "region": "International", "product_line": "Cloud"}
-user-003|knowledge_vault|Data Warehouse Credentials: API Key: sk_00th6l23rzj80l2swkzmowdpiztize00, Secret: NI9MIDGXRF92ICMZDN7ZO8E0201YNOTYE0A85T65, Endpoint: https://api.system.com/v1, Region: ap-southeast-1 [ID: 3939]|{"account_id": "ACC-004", "region": "Midwest", "product_line": "Integration"}
+user-003|knowledge|Data Warehouse Credentials: API Key: sk_00th6l23rzj80l2swkzmowdpiztize00, Secret: NI9MIDGXRF92ICMZDN7ZO8E0201YNOTYE0A85T65, Endpoint: https://api.system.com/v1, Region: ap-southeast-1 [ID: 3939]|{"account_id": "ACC-004", "region": "Midwest", "product_line": "Integration"}
user-001|core|Profile update: Jack Anderson, CTO position at Innovation Labs, responsible for team leadership. [ID: 3940]|{"account_id": "ACC-146", "region": "Central", "product_line": "SMB"}
-user-005|knowledge_vault|Azure Credentials: API Key: sk_m8zfhrqafshqxk201944kbo1ubwvluxt, Secret: 4QSGFDNRBN0RF855U9T40DXT1FEZPSST5E8QHVSX, Endpoint: https://api.platform.com/v2, Region: us-west-2 [ID: 3941]|{"account_id": "ACC-150", "region": "Central", "product_line": "Integration"}
+user-005|knowledge|Azure Credentials: API Key: sk_m8zfhrqafshqxk201944kbo1ubwvluxt, Secret: 4QSGFDNRBN0RF855U9T40DXT1FEZPSST5E8QHVSX, Endpoint: https://api.platform.com/v2, Region: us-west-2 [ID: 3941]|{"account_id": "ACC-150", "region": "Central", "product_line": "Integration"}
user-005|procedural|Audit checklist: 1) Conduct initial assessment. 2) Identify key stakeholders. 3) Address concerns and objections. 4) Prepare detailed proposal. 5) Collect feedback regularly. [ID: 3942]|{"account_id": "ACC-171", "region": "Southeast", "product_line": "Integration"}
-user-003|knowledge_vault|Backup Server Access: Server: staging-db-8.company.com, Port: 27017, Username: admin_3801, Password: J@@%%cW@0TXmWz40, Additional: SSL: Required, Timeout: 28s [ID: 3943]|{"account_id": "ACC-079", "region": "Central", "product_line": "Operations"}
+user-003|knowledge|Backup Server Access: Server: staging-db-8.company.com, Port: 27017, Username: admin_3801, Password: J@@%%cW@0TXmWz40, Additional: SSL: Required, Timeout: 28s [ID: 3943]|{"account_id": "ACC-079", "region": "Central", "product_line": "Operations"}
user-001|semantic|Sales Intelligence refers to the measurement of business outcomes. Key characteristics include measurable outcomes, actionable insights, and continuous improvement. [ID: 3944]|{"account_id": "ACC-103", "region": "Southwest", "product_line": "Cloud"}
user-001|semantic|Customer Data Platform is an essential tool for modern business. It provides benefits such as increased efficiency, better decision making, and improved ROI. [ID: 3945]|{"account_id": "ACC-137", "region": "Southeast", "product_line": "Enterprise"}
user-005|resource|# Complete Compensation Plan
@@ -13174,10 +13174,10 @@ Always document throughout the process
## Resources
Training materials available on internal portal [ID: 3946]|{"account_id": "ACC-157", "region": "International", "product_line": "Security"}
-user-001|knowledge_vault|AWS Credentials: API Key: sk_xthwg4b0ileqeujhdvmmawqslb621v57, Secret: E7Y3A07Y9RA20F8WGHL44U7GQNXQYX402MFRFIT1, Endpoint: https://api.platform.com/v3, Region: us-east-1 [ID: 3947]|{"account_id": "ACC-156", "region": "Southeast", "product_line": "SMB"}
+user-001|knowledge|AWS Credentials: API Key: sk_xthwg4b0ileqeujhdvmmawqslb621v57, Secret: E7Y3A07Y9RA20F8WGHL44U7GQNXQYX402MFRFIT1, Endpoint: https://api.platform.com/v3, Region: us-east-1 [ID: 3947]|{"account_id": "ACC-156", "region": "Southeast", "product_line": "SMB"}
user-003|semantic|Digital Sales Room refers to the measurement of business outcomes. Key characteristics include measurable outcomes, actionable insights, and continuous improvement. [ID: 3948]|{"account_id": "ACC-200", "region": "International", "product_line": "Enterprise"}
-user-004|knowledge_vault|AWS Credentials: API Key: sk_5bv4dmcbt34a5gjzq4wteq84cvsr59gs, Secret: UX8TI2N8RCX92SJIXJWIHSJKCPLKVDDIJHLEQ9BR, Endpoint: https://api.platform.com/v1, Region: ap-southeast-1 [ID: 3949]|{"account_id": "ACC-143", "region": "Central", "product_line": "Operations"}
-user-005|knowledge_vault|Azure Credentials: API Key: sk_fp9lid0sz84p34scw5tnehx1ilpkx71w, Secret: QTCWCDM5FEFJHJ2IIUWRG82TKY8POAK3IC1MBIVL, Endpoint: https://api.service.com/v3, Region: us-west-2 [ID: 3950]|{"account_id": "ACC-124", "region": "International", "product_line": "Enterprise"}
+user-004|knowledge|AWS Credentials: API Key: sk_5bv4dmcbt34a5gjzq4wteq84cvsr59gs, Secret: UX8TI2N8RCX92SJIXJWIHSJKCPLKVDDIJHLEQ9BR, Endpoint: https://api.platform.com/v1, Region: ap-southeast-1 [ID: 3949]|{"account_id": "ACC-143", "region": "Central", "product_line": "Operations"}
+user-005|knowledge|Azure Credentials: API Key: sk_fp9lid0sz84p34scw5tnehx1ilpkx71w, Secret: QTCWCDM5FEFJHJ2IIUWRG82TKY8POAK3IC1MBIVL, Endpoint: https://api.service.com/v3, Region: us-west-2 [ID: 3950]|{"account_id": "ACC-124", "region": "International", "product_line": "Enterprise"}
user-003|resource|# Competitive Analysis
## Overview
@@ -13210,9 +13210,9 @@ We will implement measured tactics to achieve our objectives. This includes hiri
1) Complete by mid-year 2) Review weekly progress 3) Adjust strategy as needed [ID: 3952]|{"account_id": "ACC-156", "region": "Midwest", "product_line": "Platform"}
user-002|episodic|This morning at 15:30 PM, I closed a deal with Quantum Systems worth $87K annually. The contract was signed after 2 months of negotiations. [ID: 3953]|{"account_id": "ACC-174", "region": "South", "product_line": "Cloud"}
user-003|episodic|On Tuesday, I had a call with NextGen Tech regarding performance concerns. We resolved the problem within 6 hours and they agreed to continue their contract. [ID: 3954]|{"account_id": "ACC-048", "region": "Southwest", "product_line": "Enterprise"}
-user-003|knowledge_vault|Salesforce API Credentials: API Key: sk_plcxshzqgh7j4zf7kyywodyafx5a5o3n, Secret: 9IYTE6HJ930Y5PWQ6FB28K4KW0DNJQYTIH820PWG, Endpoint: https://api.service.com/v3, Region: us-west-2 [ID: 3955]|{"account_id": "ACC-161", "region": "Southeast", "product_line": "Enterprise"}
-user-002|knowledge_vault|Slack Configuration: URL: https://app.company.com, Access Token: 5p56wznfccflidu33qrs8wb1bnexuugkm9jibapm1pvhla8fbub241rbwc7a6dri, Webhook: https://hooks.company.com/nacch0glsexn769e8dweq4j9de1dnbbv, Settings: Retry: 8, Timeout: 85s [ID: 3956]|{"account_id": "ACC-155", "region": "Northwest", "product_line": "Integration"}
-user-004|knowledge_vault|Monitoring System Access: Server: dev-db-6.company.com, Port: 27017, Username: admin_2459, Password: HM@!MekRJScz9!8p, Additional: SSL: Required, Timeout: 42s [ID: 3957]|{"account_id": "ACC-112", "region": "West", "product_line": "Marketing"}
+user-003|knowledge|Salesforce API Credentials: API Key: sk_plcxshzqgh7j4zf7kyywodyafx5a5o3n, Secret: 9IYTE6HJ930Y5PWQ6FB28K4KW0DNJQYTIH820PWG, Endpoint: https://api.service.com/v3, Region: us-west-2 [ID: 3955]|{"account_id": "ACC-161", "region": "Southeast", "product_line": "Enterprise"}
+user-002|knowledge|Slack Configuration: URL: https://app.company.com, Access Token: 5p56wznfccflidu33qrs8wb1bnexuugkm9jibapm1pvhla8fbub241rbwc7a6dri, Webhook: https://hooks.company.com/nacch0glsexn769e8dweq4j9de1dnbbv, Settings: Retry: 8, Timeout: 85s [ID: 3956]|{"account_id": "ACC-155", "region": "Northwest", "product_line": "Integration"}
+user-004|knowledge|Monitoring System Access: Server: dev-db-6.company.com, Port: 27017, Username: admin_2459, Password: HM@!MekRJScz9!8p, Additional: SSL: Required, Timeout: 42s [ID: 3957]|{"account_id": "ACC-112", "region": "West", "product_line": "Marketing"}
user-003|resource|# Comprehensive Market Analysis Report
## Purpose
@@ -13247,7 +13247,7 @@ user-005|core|Profile update: Henry Brown, Customer Success Manager position at
user-004|semantic|Sales Velocity refers to the measurement of business outcomes. Key characteristics include measurable outcomes, actionable insights, and continuous improvement. [ID: 3961]|{"account_id": "ACC-125", "region": "Southeast", "product_line": "Cloud"}
user-003|episodic|On Monday at 10:00 AM, I had a renewal discussion with Innovation Labs. We discussed new feature requirements and agreed to extend contract. [ID: 3962]|{"account_id": "ACC-124", "region": "Central", "product_line": "Analytics"}
user-001|procedural|My lead scoring process: First, Review requirements thoroughly. Second, Present to decision makers. Third, Conduct initial assessment. Fourth, Address concerns and objections. Finally, Document lessons learned. [ID: 3963]|{"account_id": "ACC-164", "region": "Midwest", "product_line": "Marketing"}
-user-005|knowledge_vault|Salesforce Configuration: URL: https://app.company.com, Access Token: wzzp75p2wnonq1m5yj16g6lbh8tj9f831tok2hxf4k0lv1dgpvt7cti4jhpi5j55, Webhook: https://hooks.company.com/0ghpdrf77elj4ab84tuguaer4ybifsod, Settings: Retry: 7, Timeout: 44s [ID: 3964]|{"account_id": "ACC-064", "region": "West", "product_line": "Cloud"}
+user-005|knowledge|Salesforce Configuration: URL: https://app.company.com, Access Token: wzzp75p2wnonq1m5yj16g6lbh8tj9f831tok2hxf4k0lv1dgpvt7cti4jhpi5j55, Webhook: https://hooks.company.com/0ghpdrf77elj4ab84tuguaer4ybifsod, Settings: Retry: 7, Timeout: 44s [ID: 3964]|{"account_id": "ACC-064", "region": "West", "product_line": "Cloud"}
user-001|resource|# Complete Market Analysis Report
## Purpose
@@ -13264,11 +13264,11 @@ Always validate throughout the process
## Resources
Training materials available on internal portal [ID: 3965]|{"account_id": "ACC-073", "region": "Southeast", "product_line": "SMB"}
user-005|semantic|Customer Churn is an essential tool for modern business. It provides benefits such as increased efficiency, better decision making, and improved ROI. [ID: 3966]|{"account_id": "ACC-134", "region": "Central", "product_line": "Cloud"}
-user-003|knowledge_vault|Communication Service Credentials: API Key: sk_hgm7gv5aj0difz49mme5josq2ehrh1u3, Secret: 46XK0D22IO0ISS0XOXB0H4PBRD18051LAFF27RFG, Endpoint: https://api.system.com/v3, Region: us-west-2 [ID: 3967]|{"account_id": "ACC-120", "region": "Northeast", "product_line": "Enterprise"}
+user-003|knowledge|Communication Service Credentials: API Key: sk_hgm7gv5aj0difz49mme5josq2ehrh1u3, Secret: 46XK0D22IO0ISS0XOXB0H4PBRD18051LAFF27RFG, Endpoint: https://api.system.com/v3, Region: us-west-2 [ID: 3967]|{"account_id": "ACC-120", "region": "Northeast", "product_line": "Enterprise"}
user-003|procedural|My account planning process: First, Collect feedback regularly. Second, Document lessons learned. Third, Conduct initial assessment. Fourth, Negotiate terms and pricing. Finally, Identify key stakeholders. [ID: 3968]|{"account_id": "ACC-059", "region": "Northeast", "product_line": "Security"}
user-005|procedural|Deal approval workflow: Step 1 - Identify key stakeholders. Step 2 - Review requirements thoroughly. Step 3 - Address concerns and objections. Step 4 - Document lessons learned. Step 5 - Negotiate terms and pricing. [ID: 3969]|{"account_id": "ACC-164", "region": "International", "product_line": "Marketing"}
user-004|semantic|Sales Intelligence is a key metric for business performance. It helps organizations make data-driven decisions. Critical for strategic planning and optimization. [ID: 3970]|{"account_id": "ACC-040", "region": "South", "product_line": "Operations"}
-user-004|knowledge_vault|Integration Hub Credentials: API Key: sk_1agwqc1fhq2y96rbso2cqjq7lezzd94y, Secret: UCQCLF98T9T7847BQV6PFE2FS44W8NE87C9FL7KS, Endpoint: https://api.system.com/v2, Region: eu-west-1 [ID: 3971]|{"account_id": "ACC-014", "region": "International", "product_line": "Security"}
+user-004|knowledge|Integration Hub Credentials: API Key: sk_1agwqc1fhq2y96rbso2cqjq7lezzd94y, Secret: UCQCLF98T9T7847BQV6PFE2FS44W8NE87C9FL7KS, Endpoint: https://api.system.com/v2, Region: eu-west-1 [ID: 3971]|{"account_id": "ACC-014", "region": "International", "product_line": "Security"}
user-003|semantic|Lead Qualification Framework refers to the measurement of business outcomes. Key characteristics include measurable outcomes, actionable insights, and continuous improvement. [ID: 3972]|{"account_id": "ACC-042", "region": "Southeast", "product_line": "Platform"}
user-005|resource|# Sales Enablement Plan
@@ -13320,10 +13320,10 @@ Training materials available on internal portal [ID: 3977]|{"account_id": "ACC-1
user-003|semantic|Account-Based Marketing is an essential tool for modern business. It provides benefits such as increased efficiency, better decision making, and improved ROI. [ID: 3978]|{"account_id": "ACC-016", "region": "South", "product_line": "Security"}
user-001|episodic|Last Friday, I attended Tech Conference at San Francisco. Met 16 potential leads and scheduled 3 follow-up meetings. [ID: 3979]|{"account_id": "ACC-140", "region": "East", "product_line": "Integration"}
user-005|core|I'm Iris Martinez, working as Business Development Manager in TechCorp. My key expertise is in AI solutions. [ID: 3980]|{"account_id": "ACC-036", "region": "Midwest", "product_line": "Operations"}
-user-005|knowledge_vault|Slack Configuration: URL: https://dashboard.company.com, Access Token: 5z9kwg8mzjaebetydti83ckusosbf5znlzqddw2n5qxkcovkj6i6dkfx2la31jrw, Webhook: https://hooks.company.com/ibbka7pvqd2avd9kmep3nsculr4ko9gp, Settings: Retry: 10, Timeout: 79s [ID: 3981]|{"account_id": "ACC-073", "region": "Northwest", "product_line": "SMB"}
+user-005|knowledge|Slack Configuration: URL: https://dashboard.company.com, Access Token: 5z9kwg8mzjaebetydti83ckusosbf5znlzqddw2n5qxkcovkj6i6dkfx2la31jrw, Webhook: https://hooks.company.com/ibbka7pvqd2avd9kmep3nsculr4ko9gp, Settings: Retry: 10, Timeout: 79s [ID: 3981]|{"account_id": "ACC-073", "region": "Northwest", "product_line": "SMB"}
user-004|episodic|On Monday, I had a call with NextGen Tech regarding feature request. We resolved the problem within 3 hours and they agreed to continue their contract. [ID: 3982]|{"account_id": "ACC-044", "region": "Northwest", "product_line": "Security"}
user-002|procedural|Pipeline review workflow: Step 1 - Address concerns and objections. Step 2 - Collect feedback regularly. Step 3 - Present to decision makers. Step 4 - Negotiate terms and pricing. Step 5 - Finalize documentation. [ID: 3983]|{"account_id": "ACC-165", "region": "East", "product_line": "Security"}
-user-003|knowledge_vault|HubSpot Configuration: URL: https://dashboard.company.com, Access Token: f5qtfowtjtjxlnpztsvmxhlup585yvk9scjrlwlz6bdxxnd4xbn9vopis9wtbfpu, Webhook: https://hooks.company.com/9ww5k4482xazwb5fmv66fwv8hbuyf0zq, Settings: Retry: 8, Timeout: 116s [ID: 3984]|{"account_id": "ACC-092", "region": "West", "product_line": "Analytics"}
+user-003|knowledge|HubSpot Configuration: URL: https://dashboard.company.com, Access Token: f5qtfowtjtjxlnpztsvmxhlup585yvk9scjrlwlz6bdxxnd4xbn9vopis9wtbfpu, Webhook: https://hooks.company.com/9ww5k4482xazwb5fmv66fwv8hbuyf0zq, Settings: Retry: 8, Timeout: 116s [ID: 3984]|{"account_id": "ACC-092", "region": "West", "product_line": "Analytics"}
user-003|semantic|Revenue Operations is a key metric for business performance. It helps organizations make data-driven decisions. Critical for strategic planning and optimization. [ID: 3985]|{"account_id": "ACC-010", "region": "Northwest", "product_line": "Operations"}
user-004|procedural|Migration checklist: 1) Document lessons learned. 2) Finalize documentation. 3) Conduct initial assessment. 4) Review requirements thoroughly. 5) Present to decision makers. [ID: 3986]|{"account_id": "ACC-116", "region": "Midwest", "product_line": "Operations"}
user-004|procedural|Deal approval workflow: Step 1 - Negotiate terms and pricing. Step 2 - Schedule implementation. Step 3 - Finalize documentation. Step 4 - Collect feedback regularly. Step 5 - Address concerns and objections. [ID: 3987]|{"account_id": "ACC-035", "region": "Northwest", "product_line": "Integration"}
@@ -13343,7 +13343,7 @@ Always document throughout the process
## Resources
Training materials available on internal portal [ID: 3988]|{"account_id": "ACC-084", "region": "South", "product_line": "Financial"}
user-001|episodic|On Monday at 11:00 PM, I had a strategic planning session with Global Enterprises. We discussed performance metrics and requested proposal revision. [ID: 3989]|{"account_id": "ACC-007", "region": "Southwest", "product_line": "Enterprise"}
-user-003|knowledge_vault|Staging Environment Access: Server: dev-db-7.company.com, Port: 6379, Username: admin_2073, Password: q!D47BYL@nHmOn2p, Additional: SSL: Required, Timeout: 10s [ID: 3990]|{"account_id": "ACC-151", "region": "Southeast", "product_line": "Operations"}
+user-003|knowledge|Staging Environment Access: Server: dev-db-7.company.com, Port: 6379, Username: admin_2073, Password: q!D47BYL@nHmOn2p, Additional: SSL: Required, Timeout: 10s [ID: 3990]|{"account_id": "ACC-151", "region": "Southeast", "product_line": "Operations"}
user-002|semantic|Marketing Automation is a key metric for business performance. It helps organizations make data-driven decisions. Critical for strategic planning and optimization. [ID: 3991]|{"account_id": "ACC-048", "region": "Southeast", "product_line": "Cloud"}
user-001|episodic|Yesterday at 8:00 PM, I conducted a consultation for CloudSystems. They requested a follow-up. [ID: 3992]|{"account_id": "ACC-145", "region": "International", "product_line": "Operations"}
user-004|resource|# Essential Compensation Plan
@@ -13362,10 +13362,10 @@ Always monitor throughout the process
## Resources
Training materials available on internal portal [ID: 3993]|{"account_id": "ACC-090", "region": "West", "product_line": "Operations"}
user-004|episodic|This morning at 14:30 PM, I closed a deal with Innovation Labs worth $132K annually. The contract was signed after 3 months of negotiations. [ID: 3994]|{"account_id": "ACC-169", "region": "West", "product_line": "Cloud"}
-user-004|knowledge_vault|Zendesk Configuration: URL: https://app.company.com, Access Token: vtwrvm8jigcyoe677k2rlsof6l7aw4pxmkdz94r7bu3bnp1les29tvawjx23i97g, Webhook: https://hooks.company.com/94rywxivchjobipzd3tmypgtv9010trq, Settings: Retry: 9, Timeout: 98s [ID: 3995]|{"account_id": "ACC-001", "region": "Midwest", "product_line": "Marketing"}
+user-004|knowledge|Zendesk Configuration: URL: https://app.company.com, Access Token: vtwrvm8jigcyoe677k2rlsof6l7aw4pxmkdz94r7bu3bnp1les29tvawjx23i97g, Webhook: https://hooks.company.com/94rywxivchjobipzd3tmypgtv9010trq, Settings: Retry: 9, Timeout: 98s [ID: 3995]|{"account_id": "ACC-001", "region": "Midwest", "product_line": "Marketing"}
user-003|procedural|Customer handoff workflow: Step 1 - Schedule implementation. Step 2 - Present to decision makers. Step 3 - Conduct initial assessment. Step 4 - Address concerns and objections. Step 5 - Prepare detailed proposal. [ID: 3996]|{"account_id": "ACC-031", "region": "South", "product_line": "Platform"}
user-001|core|My name is Frank Chen and I work as a Product Manager at Quantum Systems. I specialize in digital transformation. [ID: 3997]|{"account_id": "ACC-012", "region": "Northwest", "product_line": "Security"}
-user-004|knowledge_vault|Data Warehouse Credentials: API Key: sk_m2h22f6xgohmtdhfc4d4h33vlxg2p5hf, Secret: GDHWB810YS8DPDK0CS58ZM649T3CBXIAY9VNX7Q5, Endpoint: https://api.system.com/v3, Region: us-east-1 [ID: 3998]|{"account_id": "ACC-053", "region": "Northwest", "product_line": "Security"}
+user-004|knowledge|Data Warehouse Credentials: API Key: sk_m2h22f6xgohmtdhfc4d4h33vlxg2p5hf, Secret: GDHWB810YS8DPDK0CS58ZM649T3CBXIAY9VNX7Q5, Endpoint: https://api.system.com/v3, Region: us-east-1 [ID: 3998]|{"account_id": "ACC-053", "region": "Northwest", "product_line": "Security"}
user-003|procedural|My contract renewal process: First, Identify key stakeholders. Second, Address concerns and objections. Third, Review requirements thoroughly. Fourth, Document lessons learned. Finally, Prepare detailed proposal. [ID: 3999]|{"account_id": "ACC-100", "region": "South", "product_line": "Marketing"}
user-003|episodic|Last Monday, I attended Trade Show at New York. Met 40 potential leads and scheduled 12 follow-up meetings. [ID: 4000]|{"account_id": "ACC-073", "region": "Central", "product_line": "Enterprise"}
user-003|resource|# Essential Product Pricing Guide
@@ -13414,7 +13414,7 @@ We will implement focused tactics to achieve our objectives. This includes hirin
## Action Items
1) Complete by end of quarter 2) Review weekly progress 3) Adjust strategy as needed [ID: 4004]|{"account_id": "ACC-136", "region": "Southeast", "product_line": "Financial"}
-user-001|knowledge_vault|Integration Hub Credentials: API Key: sk_6d948ey9voxnrhj7dfkjg634hmurgkcc, Secret: EIM3M6PJIA8DJTXVLZ4PXR3O0UWCX0KI2UA1EHE4, Endpoint: https://api.service.com/v3, Region: eu-west-1 [ID: 4005]|{"account_id": "ACC-080", "region": "South", "product_line": "Integration"}
+user-001|knowledge|Integration Hub Credentials: API Key: sk_6d948ey9voxnrhj7dfkjg634hmurgkcc, Secret: EIM3M6PJIA8DJTXVLZ4PXR3O0UWCX0KI2UA1EHE4, Endpoint: https://api.service.com/v3, Region: eu-west-1 [ID: 4005]|{"account_id": "ACC-080", "region": "South", "product_line": "Integration"}
user-005|episodic|Yesterday at 10:00 PM, I conducted a consultation for FinTech Solutions. Deal moved to final stage. [ID: 4006]|{"account_id": "ACC-059", "region": "Southeast", "product_line": "Financial"}
user-002|semantic|Sales Velocity refers to the measurement of business outcomes. Key characteristics include measurable outcomes, actionable insights, and continuous improvement. [ID: 4007]|{"account_id": "ACC-191", "region": "Southeast", "product_line": "Platform"}
user-001|procedural|My sales qualification process: First, Collect feedback regularly. Second, Identify key stakeholders. Third, Prepare detailed proposal. Fourth, Present to decision makers. Finally, Schedule implementation. [ID: 4008]|{"account_id": "ACC-163", "region": "Midwest", "product_line": "Integration"}
@@ -13422,7 +13422,7 @@ user-003|core|My name is Grace Taylor and I work as a Customer Success Manager a
user-001|episodic|On Tuesday at 9:00 AM, I had a quarterly business review with NextGen Tech. We discussed budget allocation and received approval for pilot program. [ID: 4010]|{"account_id": "ACC-070", "region": "Northwest", "product_line": "Integration"}
user-004|episodic|Last Tuesday, I attended Trade Show at Boston. Met 10 potential leads and scheduled 12 follow-up meetings. [ID: 4011]|{"account_id": "ACC-153", "region": "Southwest", "product_line": "Integration"}
user-005|procedural|Onboarding checklist: 1) Conduct initial assessment. 2) Address concerns and objections. 3) Present to decision makers. 4) Negotiate terms and pricing. 5) Collect feedback regularly. [ID: 4012]|{"account_id": "ACC-004", "region": "Central", "product_line": "Operations"}
-user-005|knowledge_vault|Data Warehouse Credentials: API Key: sk_d44hch5lpiebwiyoinx01bbgklgigymn, Secret: OC3D6S0BEF2ONYXK4LL4TCYGV7205A3ADWDY84N9, Endpoint: https://api.platform.com/v2, Region: us-east-1 [ID: 4013]|{"account_id": "ACC-185", "region": "Northeast", "product_line": "Integration"}
+user-005|knowledge|Data Warehouse Credentials: API Key: sk_d44hch5lpiebwiyoinx01bbgklgigymn, Secret: OC3D6S0BEF2ONYXK4LL4TCYGV7205A3ADWDY84N9, Endpoint: https://api.platform.com/v2, Region: us-east-1 [ID: 4013]|{"account_id": "ACC-185", "region": "Northeast", "product_line": "Integration"}
user-003|procedural|Escalation handling workflow: Step 1 - Monitor progress closely. Step 2 - Conduct initial assessment. Step 3 - Present to decision makers. Step 4 - Address concerns and objections. Step 5 - Collect feedback regularly. [ID: 4014]|{"account_id": "ACC-043", "region": "Northwest", "product_line": "Enterprise"}
user-001|episodic|Yesterday at 14:30 AM, I conducted a training session for Global Enterprises. We identified next steps. [ID: 4015]|{"account_id": "ACC-003", "region": "International", "product_line": "Analytics"}
user-004|resource|# Essential Market Analysis Report
@@ -13489,7 +13489,7 @@ Always monitor throughout the process
## Resources
Training materials available on internal portal [ID: 4022]|{"account_id": "ACC-137", "region": "South", "product_line": "Financial"}
user-004|semantic|Sales Intelligence is a key metric for business performance. It helps organizations make data-driven decisions. Critical for strategic planning and optimization. [ID: 4023]|{"account_id": "ACC-019", "region": "West", "product_line": "Integration"}
-user-001|knowledge_vault|File Storage Access: Server: prod-db-10.company.com, Port: 6379, Username: admin_4187, Password: yT$DsoT0b15IhlB2, Additional: SSL: Required, Timeout: 41s [ID: 4024]|{"account_id": "ACC-011", "region": "Southeast", "product_line": "Analytics"}
+user-001|knowledge|File Storage Access: Server: prod-db-10.company.com, Port: 6379, Username: admin_4187, Password: yT$DsoT0b15IhlB2, Additional: SSL: Required, Timeout: 41s [ID: 4024]|{"account_id": "ACC-011", "region": "Southeast", "product_line": "Analytics"}
user-004|semantic|Conversation Intelligence is an essential tool for modern business. It provides benefits such as increased efficiency, better decision making, and improved ROI. [ID: 4025]|{"account_id": "ACC-183", "region": "Northeast", "product_line": "Enterprise"}
user-005|episodic|On Friday, I had a call with Quantum Systems regarding feature request. We resolved the problem within 1 hours and they agreed to extend the trial. [ID: 4026]|{"account_id": "ACC-102", "region": "West", "product_line": "Security"}
user-001|core|I'm Jack Anderson, Account Executive at DataVision Inc. My focus areas are cloud architecture and enterprise sales. [ID: 4027]|{"account_id": "ACC-011", "region": "West", "product_line": "Platform"}
@@ -13509,7 +13509,7 @@ Always monitor throughout the process
## Resources
Training materials available on internal portal [ID: 4028]|{"account_id": "ACC-188", "region": "Southeast", "product_line": "Platform"}
user-002|semantic|Revenue Operations is a key metric for business performance. It helps organizations make data-driven decisions. Critical for strategic planning and optimization. [ID: 4029]|{"account_id": "ACC-053", "region": "Northeast", "product_line": "SMB"}
-user-003|knowledge_vault|Azure Credentials: API Key: sk_g6qzmdc5nqwgs9gnlq7i15rgzenqlkuj, Secret: Q383879R5X0B3UFE9PUC9AY36IN8DRZU3MQVGXN6, Endpoint: https://api.platform.com/v1, Region: us-west-2 [ID: 4030]|{"account_id": "ACC-075", "region": "East", "product_line": "Marketing"}
+user-003|knowledge|Azure Credentials: API Key: sk_g6qzmdc5nqwgs9gnlq7i15rgzenqlkuj, Secret: Q383879R5X0B3UFE9PUC9AY36IN8DRZU3MQVGXN6, Endpoint: https://api.platform.com/v1, Region: us-west-2 [ID: 4030]|{"account_id": "ACC-075", "region": "East", "product_line": "Marketing"}
user-004|resource|# Complete Competitive Analysis
## Purpose
@@ -13526,7 +13526,7 @@ Always validate throughout the process
## Resources
Training materials available on internal portal [ID: 4031]|{"account_id": "ACC-163", "region": "Northwest", "product_line": "Cloud"}
user-002|semantic|Revenue Operations is an essential tool for modern business. It provides benefits such as increased efficiency, better decision making, and improved ROI. [ID: 4032]|{"account_id": "ACC-104", "region": "International", "product_line": "Cloud"}
-user-001|knowledge_vault|Zendesk Configuration: URL: https://portal.company.com, Access Token: 9fk2bks12q8hkskq7n1mrxqd4dx01zh3pdn7vvtp67ps9g4xd76bnwa4zb4aamjk, Webhook: https://hooks.company.com/70eb7hih1w5qth0xg2nvu6u3cw36mijm, Settings: Retry: 4, Timeout: 45s [ID: 4033]|{"account_id": "ACC-012", "region": "Southeast", "product_line": "Integration"}
+user-001|knowledge|Zendesk Configuration: URL: https://portal.company.com, Access Token: 9fk2bks12q8hkskq7n1mrxqd4dx01zh3pdn7vvtp67ps9g4xd76bnwa4zb4aamjk, Webhook: https://hooks.company.com/70eb7hih1w5qth0xg2nvu6u3cw36mijm, Settings: Retry: 4, Timeout: 45s [ID: 4033]|{"account_id": "ACC-012", "region": "Southeast", "product_line": "Integration"}
user-001|procedural|My contract renewal process: First, Finalize documentation. Second, Identify key stakeholders. Third, Prepare detailed proposal. Fourth, Present to decision makers. Finally, Document lessons learned. [ID: 4034]|{"account_id": "ACC-169", "region": "Northwest", "product_line": "Financial"}
user-001|semantic|CRM Platform is a key metric for business performance. It helps organizations make data-driven decisions. Critical for strategic planning and optimization. [ID: 4035]|{"account_id": "ACC-133", "region": "Southwest", "product_line": "Analytics"}
user-003|semantic|Account-Based Marketing is an essential tool for modern business. It provides benefits such as increased efficiency, better decision making, and improved ROI. [ID: 4036]|{"account_id": "ACC-009", "region": "Central", "product_line": "SMB"}
@@ -13602,7 +13602,7 @@ Always validate throughout the process
## Resources
Training materials available on internal portal [ID: 4051]|{"account_id": "ACC-007", "region": "Central", "product_line": "Platform"}
user-002|core|Alice Johnson here - I'm the Marketing Director for DataVision Inc's sales team. [ID: 4052]|{"account_id": "ACC-097", "region": "International", "product_line": "SMB"}
-user-003|knowledge_vault|Email Server Access: Server: prod-db-10.company.com, Port: 3306, Username: admin_8430, Password: 9pg92d#aY0C3GvK$, Additional: SSL: Required, Timeout: 46s [ID: 4053]|{"account_id": "ACC-136", "region": "Northwest", "product_line": "Cloud"}
+user-003|knowledge|Email Server Access: Server: prod-db-10.company.com, Port: 3306, Username: admin_8430, Password: 9pg92d#aY0C3GvK$, Additional: SSL: Required, Timeout: 46s [ID: 4053]|{"account_id": "ACC-136", "region": "Northwest", "product_line": "Cloud"}
user-005|procedural|Contract negotiation workflow: Step 1 - Review requirements thoroughly. Step 2 - Negotiate terms and pricing. Step 3 - Conduct initial assessment. Step 4 - Collect feedback regularly. Step 5 - Schedule implementation. [ID: 4054]|{"account_id": "ACC-127", "region": "Midwest", "product_line": "Cloud"}
user-002|core|Bob Smith here - I'm the Customer Success Manager for DataVision Inc's engineering team. [ID: 4055]|{"account_id": "ACC-048", "region": "Midwest", "product_line": "Financial"}
user-005|resource|# Essential Market Analysis Report
@@ -13637,7 +13637,7 @@ We will implement aggressive tactics to achieve our objectives. This includes hi
## Action Items
1) Complete by end of quarter 2) Review weekly progress 3) Adjust strategy as needed [ID: 4059]|{"account_id": "ACC-132", "region": "East", "product_line": "Platform"}
-user-001|knowledge_vault|Stripe Configuration: URL: https://portal.company.com, Access Token: 5ph3b5c1fdvio5wpiodhevwbivwewh1dfo5os4yuw3nf7m8jb8dwu2jqd9uejfvc, Webhook: https://hooks.company.com/1uij73jyw5ikd7i7w2v3fihbkx2ir0me, Settings: Retry: 6, Timeout: 91s [ID: 4060]|{"account_id": "ACC-172", "region": "Northwest", "product_line": "Marketing"}
+user-001|knowledge|Stripe Configuration: URL: https://portal.company.com, Access Token: 5ph3b5c1fdvio5wpiodhevwbivwewh1dfo5os4yuw3nf7m8jb8dwu2jqd9uejfvc, Webhook: https://hooks.company.com/1uij73jyw5ikd7i7w2v3fihbkx2ir0me, Settings: Retry: 6, Timeout: 91s [ID: 4060]|{"account_id": "ACC-172", "region": "Northwest", "product_line": "Marketing"}
user-003|resource|# Essential Competitive Analysis
## Purpose
@@ -13653,7 +13653,7 @@ Always document throughout the process
## Resources
Training materials available on internal portal [ID: 4061]|{"account_id": "ACC-176", "region": "Southwest", "product_line": "Cloud"}
-user-005|knowledge_vault|Marketing Platform Credentials: API Key: sk_bmhqv43wcmps6lvaqa4setp08zflxbnx, Secret: X9SUKHVA8T926DPTI36DON10TKV52568UWLT5FUG, Endpoint: https://api.service.com/v3, Region: eu-west-1 [ID: 4062]|{"account_id": "ACC-030", "region": "Midwest", "product_line": "Marketing"}
+user-005|knowledge|Marketing Platform Credentials: API Key: sk_bmhqv43wcmps6lvaqa4setp08zflxbnx, Secret: X9SUKHVA8T926DPTI36DON10TKV52568UWLT5FUG, Endpoint: https://api.service.com/v3, Region: eu-west-1 [ID: 4062]|{"account_id": "ACC-030", "region": "Midwest", "product_line": "Marketing"}
user-003|procedural|Review checklist: 1) Negotiate terms and pricing. 2) Document lessons learned. 3) Schedule implementation. 4) Finalize documentation. 5) Identify key stakeholders. [ID: 4063]|{"account_id": "ACC-168", "region": "East", "product_line": "Security"}
user-005|semantic|Net Promoter Score is an essential tool for modern business. It provides benefits such as increased efficiency, better decision making, and improved ROI. [ID: 4064]|{"account_id": "ACC-124", "region": "East", "product_line": "Cloud"}
user-005|procedural|Implementation checklist: 1) Monitor progress closely. 2) Address concerns and objections. 3) Negotiate terms and pricing. 4) Identify key stakeholders. 5) Present to decision makers. [ID: 4065]|{"account_id": "ACC-140", "region": "Southwest", "product_line": "Enterprise"}
@@ -13675,7 +13675,7 @@ We will implement focused tactics to achieve our objectives. This includes hirin
## Action Items
1) Complete by mid-year 2) Review weekly progress 3) Adjust strategy as needed [ID: 4069]|{"account_id": "ACC-111", "region": "Southwest", "product_line": "Operations"}
-user-001|knowledge_vault|File Storage Access: Server: prod-db-10.company.com, Port: 6379, Username: admin_9814, Password: Pqq89fwXe02X768$, Additional: SSL: Required, Timeout: 31s [ID: 4070]|{"account_id": "ACC-086", "region": "East", "product_line": "Security"}
+user-001|knowledge|File Storage Access: Server: prod-db-10.company.com, Port: 6379, Username: admin_9814, Password: Pqq89fwXe02X768$, Additional: SSL: Required, Timeout: 31s [ID: 4070]|{"account_id": "ACC-086", "region": "East", "product_line": "Security"}
user-002|core|Profile update: Frank Chen, CTO position at CloudSystems, responsible for revenue growth. [ID: 4071]|{"account_id": "ACC-156", "region": "Northwest", "product_line": "Enterprise"}
user-001|episodic|Yesterday at 14:30 PM, I conducted a training session for Digital Dynamics. They requested a follow-up. [ID: 4072]|{"account_id": "ACC-115", "region": "Midwest", "product_line": "Integration"}
user-004|resource|# Customer Success Playbook
@@ -13693,7 +13693,7 @@ We will implement measured tactics to achieve our objectives. This includes hiri
## Action Items
1) Complete by end of quarter 2) Review weekly progress 3) Adjust strategy as needed [ID: 4073]|{"account_id": "ACC-162", "region": "East", "product_line": "Enterprise"}
-user-001|knowledge_vault|HubSpot Configuration: URL: https://app.company.com, Access Token: y2gsytbrdpygk04ttq7g22bfo3n1klgsmwiasn9xydfqm4xn9bfvtt1gtfygxdky, Webhook: https://hooks.company.com/cl8xvpmcy9prhyuhzjjdj1kzdszdceki, Settings: Retry: 9, Timeout: 67s [ID: 4074]|{"account_id": "ACC-163", "region": "Northwest", "product_line": "Security"}
+user-001|knowledge|HubSpot Configuration: URL: https://app.company.com, Access Token: y2gsytbrdpygk04ttq7g22bfo3n1klgsmwiasn9xydfqm4xn9bfvtt1gtfygxdky, Webhook: https://hooks.company.com/cl8xvpmcy9prhyuhzjjdj1kzdszdceki, Settings: Retry: 9, Timeout: 67s [ID: 4074]|{"account_id": "ACC-163", "region": "Northwest", "product_line": "Security"}
user-004|resource|# Complete Customer Success Playbook
## Purpose
@@ -13726,7 +13726,7 @@ We will implement strategic tactics to achieve our objectives. This includes hir
## Action Items
1) Complete by mid-year 2) Review weekly progress 3) Adjust strategy as needed [ID: 4077]|{"account_id": "ACC-041", "region": "East", "product_line": "SMB"}
user-004|core|My name is Bob Smith and I work as a Marketing Director at CloudSystems. I specialize in product strategy. [ID: 4078]|{"account_id": "ACC-064", "region": "Southeast", "product_line": "Security"}
-user-002|knowledge_vault|Stripe Configuration: URL: https://portal.company.com, Access Token: r39wwaj2tcrf5hbakm20mh0gzjcf5zqce7rbtq9p8eayafwth7szx539458lybh5, Webhook: https://hooks.company.com/esp8mpxqunp8btlistd9giy7yzqk4eqg, Settings: Retry: 9, Timeout: 76s [ID: 4079]|{"account_id": "ACC-191", "region": "Northwest", "product_line": "Integration"}
+user-002|knowledge|Stripe Configuration: URL: https://portal.company.com, Access Token: r39wwaj2tcrf5hbakm20mh0gzjcf5zqce7rbtq9p8eayafwth7szx539458lybh5, Webhook: https://hooks.company.com/esp8mpxqunp8btlistd9giy7yzqk4eqg, Settings: Retry: 9, Timeout: 76s [ID: 4079]|{"account_id": "ACC-191", "region": "Northwest", "product_line": "Integration"}
user-005|semantic|Customer Churn refers to the measurement of business outcomes. Key characteristics include measurable outcomes, actionable insights, and continuous improvement. [ID: 4080]|{"account_id": "ACC-097", "region": "East", "product_line": "Financial"}
user-001|procedural|Audit checklist: 1) Address concerns and objections. 2) Monitor progress closely. 3) Present to decision makers. 4) Finalize documentation. 5) Negotiate terms and pricing. [ID: 4081]|{"account_id": "ACC-088", "region": "International", "product_line": "Cloud"}
user-005|resource|# Comprehensive Customer Success Playbook
@@ -13788,8 +13788,8 @@ We will implement focused tactics to achieve our objectives. This includes hirin
## Action Items
1) Complete by end of quarter 2) Review weekly progress 3) Adjust strategy as needed [ID: 4097]|{"account_id": "ACC-046", "region": "Southwest", "product_line": "Platform"}
user-003|procedural|Onboarding checklist: 1) Address concerns and objections. 2) Finalize documentation. 3) Conduct initial assessment. 4) Collect feedback regularly. 5) Identify key stakeholders. [ID: 4098]|{"account_id": "ACC-022", "region": "Southeast", "product_line": "SMB"}
-user-001|knowledge_vault|Analytics Platform Access: Server: prod-db-1.company.com, Port: 27017, Username: admin_5465, Password: B9M0pJyWHIqo6Bdo, Additional: SSL: Required, Timeout: 46s [ID: 4099]|{"account_id": "ACC-157", "region": "East", "product_line": "Financial"}
-user-003|knowledge_vault|Backup Server Access: Server: staging-db-1.company.com, Port: 5432, Username: admin_6467, Password: NKPdRnYEOH%bQdch, Additional: SSL: Required, Timeout: 52s [ID: 4100]|{"account_id": "ACC-178", "region": "Northwest", "product_line": "Security"}
+user-001|knowledge|Analytics Platform Access: Server: prod-db-1.company.com, Port: 27017, Username: admin_5465, Password: B9M0pJyWHIqo6Bdo, Additional: SSL: Required, Timeout: 46s [ID: 4099]|{"account_id": "ACC-157", "region": "East", "product_line": "Financial"}
+user-003|knowledge|Backup Server Access: Server: staging-db-1.company.com, Port: 5432, Username: admin_6467, Password: NKPdRnYEOH%bQdch, Additional: SSL: Required, Timeout: 52s [ID: 4100]|{"account_id": "ACC-178", "region": "Northwest", "product_line": "Security"}
user-001|episodic|This morning at 10:00 AM, I closed a deal with Innovation Labs worth $218K annually. The contract was signed after 5 months of negotiations. [ID: 4101]|{"account_id": "ACC-001", "region": "Northwest", "product_line": "Integration"}
user-003|resource|# Q4 Sales Strategy
@@ -13806,7 +13806,7 @@ We will implement aggressive tactics to achieve our objectives. This includes hi
## Action Items
1) Complete by end of month 2) Review weekly progress 3) Adjust strategy as needed [ID: 4102]|{"account_id": "ACC-104", "region": "South", "product_line": "Enterprise"}
-user-001|knowledge_vault|Marketing Platform Credentials: API Key: sk_x4yy53p89gg0u2v8ach3ejfws05xc90y, Secret: CAK2MNY9DD9XZIYA0AGSI4HZ9E0W7QD3BYTACJTX, Endpoint: https://api.platform.com/v1, Region: us-west-2 [ID: 4103]|{"account_id": "ACC-034", "region": "Northeast", "product_line": "Integration"}
+user-001|knowledge|Marketing Platform Credentials: API Key: sk_x4yy53p89gg0u2v8ach3ejfws05xc90y, Secret: CAK2MNY9DD9XZIYA0AGSI4HZ9E0W7QD3BYTACJTX, Endpoint: https://api.platform.com/v1, Region: us-west-2 [ID: 4103]|{"account_id": "ACC-034", "region": "Northeast", "product_line": "Integration"}
user-003|semantic|Sales Velocity refers to the measurement of business outcomes. Key characteristics include measurable outcomes, actionable insights, and continuous improvement. [ID: 4104]|{"account_id": "ACC-195", "region": "Central", "product_line": "Marketing"}
user-004|semantic|Lead Qualification Framework is a key metric for business performance. It helps organizations make data-driven decisions. Critical for strategic planning and optimization. [ID: 4105]|{"account_id": "ACC-157", "region": "West", "product_line": "Enterprise"}
user-002|resource|# Comprehensive Competitive Analysis
@@ -13845,9 +13845,9 @@ We will implement strategic tactics to achieve our objectives. This includes hir
## Action Items
1) Complete by end of quarter 2) Review weekly progress 3) Adjust strategy as needed [ID: 4112]|{"account_id": "ACC-159", "region": "International", "product_line": "Analytics"}
user-002|procedural|Opportunity management workflow: Step 1 - Present to decision makers. Step 2 - Address concerns and objections. Step 3 - Review requirements thoroughly. Step 4 - Monitor progress closely. Step 5 - Collect feedback regularly. [ID: 4113]|{"account_id": "ACC-158", "region": "Northeast", "product_line": "Integration"}
-user-001|knowledge_vault|Salesforce API Credentials: API Key: sk_ypgq0g3avckb10ll2dkt7bqc14sswhnq, Secret: PD0XRWTQ6DW9FPNIIIHFCALL20SAXYEWA0LDHHY9, Endpoint: https://api.system.com/v1, Region: us-west-2 [ID: 4114]|{"account_id": "ACC-056", "region": "Central", "product_line": "Enterprise"}
+user-001|knowledge|Salesforce API Credentials: API Key: sk_ypgq0g3avckb10ll2dkt7bqc14sswhnq, Secret: PD0XRWTQ6DW9FPNIIIHFCALL20SAXYEWA0LDHHY9, Endpoint: https://api.system.com/v1, Region: us-west-2 [ID: 4114]|{"account_id": "ACC-056", "region": "Central", "product_line": "Enterprise"}
user-003|core|Profile update: Alice Johnson, Sales Engineer position at Global Enterprises, responsible for customer retention. [ID: 4115]|{"account_id": "ACC-009", "region": "Northwest", "product_line": "Marketing"}
-user-001|knowledge_vault|Staging Environment Access: Server: staging-db-1.company.com, Port: 5432, Username: admin_9262, Password: m@hPXrp@2$Ua7g1Q, Additional: SSL: Required, Timeout: 27s [ID: 4116]|{"account_id": "ACC-183", "region": "Northwest", "product_line": "Platform"}
+user-001|knowledge|Staging Environment Access: Server: staging-db-1.company.com, Port: 5432, Username: admin_9262, Password: m@hPXrp@2$Ua7g1Q, Additional: SSL: Required, Timeout: 27s [ID: 4116]|{"account_id": "ACC-183", "region": "Northwest", "product_line": "Platform"}
user-004|resource|# Territory Assignment
## Overview
@@ -13879,7 +13879,7 @@ We will implement focused tactics to achieve our objectives. This includes hirin
## Action Items
1) Complete by end of quarter 2) Review weekly progress 3) Adjust strategy as needed [ID: 4118]|{"account_id": "ACC-079", "region": "Midwest", "product_line": "Platform"}
user-002|procedural|Customer handoff workflow: Step 1 - Negotiate terms and pricing. Step 2 - Monitor progress closely. Step 3 - Address concerns and objections. Step 4 - Conduct initial assessment. Step 5 - Review requirements thoroughly. [ID: 4119]|{"account_id": "ACC-190", "region": "Northeast", "product_line": "Security"}
-user-005|knowledge_vault|Azure Credentials: API Key: sk_6k99s53gq6z8ocpy8tlo740na8twjtx5, Secret: BGE4EDOU4IA5LD4UJ8XU00ZZGTJPJ6UJ118QQL94, Endpoint: https://api.service.com/v1, Region: us-east-1 [ID: 4120]|{"account_id": "ACC-193", "region": "South", "product_line": "Marketing"}
+user-005|knowledge|Azure Credentials: API Key: sk_6k99s53gq6z8ocpy8tlo740na8twjtx5, Secret: BGE4EDOU4IA5LD4UJ8XU00ZZGTJPJ6UJ118QQL94, Endpoint: https://api.service.com/v1, Region: us-east-1 [ID: 4120]|{"account_id": "ACC-193", "region": "South", "product_line": "Marketing"}
user-005|episodic|Last Monday, I attended Trade Show at Chicago. Met 46 potential leads and scheduled 11 follow-up meetings. [ID: 4121]|{"account_id": "ACC-126", "region": "Northwest", "product_line": "Analytics"}
user-001|semantic|Net Promoter Score is an essential tool for modern business. It provides benefits such as increased efficiency, better decision making, and improved ROI. [ID: 4122]|{"account_id": "ACC-054", "region": "Southwest", "product_line": "Security"}
user-002|resource|# Complete Product Pricing Guide
@@ -13928,7 +13928,7 @@ We will implement measured tactics to achieve our objectives. This includes hiri
## Action Items
1) Complete by end of month 2) Review weekly progress 3) Adjust strategy as needed [ID: 4125]|{"account_id": "ACC-137", "region": "International", "product_line": "Security"}
user-003|procedural|My territory planning process: First, Monitor progress closely. Second, Review requirements thoroughly. Third, Finalize documentation. Fourth, Address concerns and objections. Finally, Conduct initial assessment. [ID: 4126]|{"account_id": "ACC-096", "region": "East", "product_line": "Integration"}
-user-002|knowledge_vault|File Storage Access: Server: prod-db-8.company.com, Port: 5432, Username: admin_8146, Password: CBupWakuHmw5znfh, Additional: SSL: Required, Timeout: 42s [ID: 4127]|{"account_id": "ACC-068", "region": "Northeast", "product_line": "Security"}
+user-002|knowledge|File Storage Access: Server: prod-db-8.company.com, Port: 5432, Username: admin_8146, Password: CBupWakuHmw5znfh, Additional: SSL: Required, Timeout: 42s [ID: 4127]|{"account_id": "ACC-068", "region": "Northeast", "product_line": "Security"}
user-003|episodic|On Thursday at 13:30 PM, I had a strategic planning session with Innovation Labs. We discussed implementation timeline and agreed to extend contract. [ID: 4128]|{"account_id": "ACC-002", "region": "Southwest", "product_line": "Financial"}
user-002|procedural|My customer onboarding process: First, Prepare detailed proposal. Second, Identify key stakeholders. Third, Schedule implementation. Fourth, Finalize documentation. Finally, Negotiate terms and pricing. [ID: 4129]|{"account_id": "ACC-019", "region": "East", "product_line": "Financial"}
user-004|resource|# Competitive Analysis
@@ -13963,7 +13963,7 @@ We will implement aggressive tactics to achieve our objectives. This includes hi
## Action Items
1) Complete by mid-year 2) Review weekly progress 3) Adjust strategy as needed [ID: 4132]|{"account_id": "ACC-117", "region": "West", "product_line": "Analytics"}
user-001|episodic|On Wednesday at 10:00 PM, I had a quarterly business review with Quantum Systems. We discussed pricing structure and they committed to a 40% increase. [ID: 4133]|{"account_id": "ACC-164", "region": "West", "product_line": "Marketing"}
-user-005|knowledge_vault|Slack Configuration: URL: https://dashboard.company.com, Access Token: omifmugec8xfbp515jjb8fj2oxnruubzipc3u6q2dfoysttiso901z3mqo5xrxi7, Webhook: https://hooks.company.com/ohbb4bya5iw6fb2lgv8cy3n97efyn98m, Settings: Retry: 8, Timeout: 111s [ID: 4134]|{"account_id": "ACC-200", "region": "Central", "product_line": "Marketing"}
+user-005|knowledge|Slack Configuration: URL: https://dashboard.company.com, Access Token: omifmugec8xfbp515jjb8fj2oxnruubzipc3u6q2dfoysttiso901z3mqo5xrxi7, Webhook: https://hooks.company.com/ohbb4bya5iw6fb2lgv8cy3n97efyn98m, Settings: Retry: 8, Timeout: 111s [ID: 4134]|{"account_id": "ACC-200", "region": "Central", "product_line": "Marketing"}
user-001|resource|# Comprehensive Customer Success Playbook
## Purpose
@@ -14021,7 +14021,7 @@ user-005|core|I'm Iris Martinez, Solutions Architect at Innovation Labs. My focu
user-002|episodic|On Thursday at 11:00 PM, I had a renewal discussion with CloudSystems. We discussed pricing structure and scheduled technical workshop. [ID: 4147]|{"account_id": "ACC-102", "region": "Northwest", "product_line": "Analytics"}
user-002|semantic|Sales Intelligence refers to the measurement of business outcomes. Key characteristics include measurable outcomes, actionable insights, and continuous improvement. [ID: 4148]|{"account_id": "ACC-156", "region": "South", "product_line": "Marketing"}
user-001|semantic|Pipeline Coverage is a key metric for business performance. It helps organizations make data-driven decisions. Critical for strategic planning and optimization. [ID: 4149]|{"account_id": "ACC-132", "region": "East", "product_line": "Operations"}
-user-002|knowledge_vault|Production Database Access: Server: dev-db-8.company.com, Port: 8080, Username: admin_5463, Password: JeODeag57ynQVj%f, Additional: SSL: Required, Timeout: 16s [ID: 4150]|{"account_id": "ACC-180", "region": "Southeast", "product_line": "Platform"}
+user-002|knowledge|Production Database Access: Server: dev-db-8.company.com, Port: 8080, Username: admin_5463, Password: JeODeag57ynQVj%f, Additional: SSL: Required, Timeout: 16s [ID: 4150]|{"account_id": "ACC-180", "region": "Southeast", "product_line": "Platform"}
user-002|resource|# Comprehensive Territory Assignment
## Purpose
@@ -14037,7 +14037,7 @@ Always communicate throughout the process
## Resources
Training materials available on internal portal [ID: 4151]|{"account_id": "ACC-160", "region": "South", "product_line": "Analytics"}
-user-005|knowledge_vault|Analytics Platform Access: Server: staging-db-7.company.com, Port: 6379, Username: admin_9729, Password: AOTyXwWKH4mvnPg7, Additional: SSL: Required, Timeout: 34s [ID: 4152]|{"account_id": "ACC-117", "region": "South", "product_line": "Enterprise"}
+user-005|knowledge|Analytics Platform Access: Server: staging-db-7.company.com, Port: 6379, Username: admin_9729, Password: AOTyXwWKH4mvnPg7, Additional: SSL: Required, Timeout: 34s [ID: 4152]|{"account_id": "ACC-117", "region": "South", "product_line": "Enterprise"}
user-005|semantic|Sales Intelligence is an essential tool for modern business. It provides benefits such as increased efficiency, better decision making, and improved ROI. [ID: 4153]|{"account_id": "ACC-100", "region": "Northwest", "product_line": "Cloud"}
user-001|episodic|This morning at 9:30 PM, I closed a deal with FinTech Solutions worth $267K annually. The contract was signed after 5 months of negotiations. [ID: 4154]|{"account_id": "ACC-090", "region": "West", "product_line": "Operations"}
user-005|core|Carol Davis here - I'm the Sales Engineer for DataVision Inc's operations team. [ID: 4155]|{"account_id": "ACC-014", "region": "International", "product_line": "Financial"}
@@ -14046,21 +14046,21 @@ user-002|episodic|On Monday, I had a call with Quantum Systems regarding perform
user-001|procedural|My customer onboarding process: First, Negotiate terms and pricing. Second, Review requirements thoroughly. Third, Monitor progress closely. Fourth, Document lessons learned. Finally, Prepare detailed proposal. [ID: 4158]|{"account_id": "ACC-039", "region": "International", "product_line": "SMB"}
user-005|semantic|Win Rate refers to the measurement of business outcomes. Key characteristics include measurable outcomes, actionable insights, and continuous improvement. [ID: 4159]|{"account_id": "ACC-154", "region": "Central", "product_line": "Platform"}
user-001|procedural|Opportunity management workflow: Step 1 - Schedule implementation. Step 2 - Collect feedback regularly. Step 3 - Finalize documentation. Step 4 - Document lessons learned. Step 5 - Present to decision makers. [ID: 4160]|{"account_id": "ACC-016", "region": "Northeast", "product_line": "Integration"}
-user-002|knowledge_vault|Monitoring System Access: Server: prod-db-5.company.com, Port: 5432, Username: admin_3874, Password: e%KUaA2awjF7LJXq, Additional: SSL: Required, Timeout: 39s [ID: 4161]|{"account_id": "ACC-112", "region": "Southeast", "product_line": "Platform"}
+user-002|knowledge|Monitoring System Access: Server: prod-db-5.company.com, Port: 5432, Username: admin_3874, Password: e%KUaA2awjF7LJXq, Additional: SSL: Required, Timeout: 39s [ID: 4161]|{"account_id": "ACC-112", "region": "Southeast", "product_line": "Platform"}
user-001|episodic|This morning at 9:00 PM, I closed a deal with NextGen Tech worth $419K annually. The contract was signed after 3 months of negotiations. [ID: 4162]|{"account_id": "ACC-032", "region": "Northeast", "product_line": "Integration"}
user-003|semantic|Conversation Intelligence is a key metric for business performance. It helps organizations make data-driven decisions. Critical for strategic planning and optimization. [ID: 4163]|{"account_id": "ACC-079", "region": "South", "product_line": "Financial"}
user-005|episodic|On Wednesday, I had a call with Digital Dynamics regarding service outage. We resolved the problem within 4 hours and they agreed to continue their contract. [ID: 4164]|{"account_id": "ACC-088", "region": "Southeast", "product_line": "Platform"}
-user-004|knowledge_vault|Marketing Platform Credentials: API Key: sk_nw6az6ymu5kpue0sckhht100svd6u5ll, Secret: WOF4Q9CUCBA4N781GYL44RMHII5ZKJM5FSHPBY2U, Endpoint: https://api.service.com/v3, Region: us-west-2 [ID: 4165]|{"account_id": "ACC-071", "region": "West", "product_line": "Security"}
-user-002|knowledge_vault|Stripe Configuration: URL: https://app.company.com, Access Token: aeqck68s8yi6j2wz2wltufq55tkebz88gyd1io84p87dh9dfxgv14rec6oebp2kd, Webhook: https://hooks.company.com/taje9v5i0et0tcn2c6oxs8sgq1pili3s, Settings: Retry: 9, Timeout: 101s [ID: 4166]|{"account_id": "ACC-131", "region": "International", "product_line": "Analytics"}
+user-004|knowledge|Marketing Platform Credentials: API Key: sk_nw6az6ymu5kpue0sckhht100svd6u5ll, Secret: WOF4Q9CUCBA4N781GYL44RMHII5ZKJM5FSHPBY2U, Endpoint: https://api.service.com/v3, Region: us-west-2 [ID: 4165]|{"account_id": "ACC-071", "region": "West", "product_line": "Security"}
+user-002|knowledge|Stripe Configuration: URL: https://app.company.com, Access Token: aeqck68s8yi6j2wz2wltufq55tkebz88gyd1io84p87dh9dfxgv14rec6oebp2kd, Webhook: https://hooks.company.com/taje9v5i0et0tcn2c6oxs8sgq1pili3s, Settings: Retry: 9, Timeout: 101s [ID: 4166]|{"account_id": "ACC-131", "region": "International", "product_line": "Analytics"}
user-005|procedural|Onboarding checklist: 1) Identify key stakeholders. 2) Monitor progress closely. 3) Document lessons learned. 4) Conduct initial assessment. 5) Review requirements thoroughly. [ID: 4167]|{"account_id": "ACC-081", "region": "Central", "product_line": "Enterprise"}
user-005|semantic|Lead Qualification Framework is a key metric for business performance. It helps organizations make data-driven decisions. Critical for strategic planning and optimization. [ID: 4168]|{"account_id": "ACC-128", "region": "Southwest", "product_line": "Enterprise"}
user-004|semantic|Customer Data Platform is an essential tool for modern business. It provides benefits such as increased efficiency, better decision making, and improved ROI. [ID: 4169]|{"account_id": "ACC-199", "region": "Central", "product_line": "Cloud"}
-user-004|knowledge_vault|Stripe Configuration: URL: https://app.company.com, Access Token: x87tznly02mhi8perna2s5m1ua7qsqvlg94uei6j3rp13fhkvu1ar23kag6v2hdn, Webhook: https://hooks.company.com/6d1gf11y1u9xg3g1dbdezcju08p7rwgl, Settings: Retry: 7, Timeout: 83s [ID: 4170]|{"account_id": "ACC-089", "region": "Northeast", "product_line": "Enterprise"}
+user-004|knowledge|Stripe Configuration: URL: https://app.company.com, Access Token: x87tznly02mhi8perna2s5m1ua7qsqvlg94uei6j3rp13fhkvu1ar23kag6v2hdn, Webhook: https://hooks.company.com/6d1gf11y1u9xg3g1dbdezcju08p7rwgl, Settings: Retry: 7, Timeout: 83s [ID: 4170]|{"account_id": "ACC-089", "region": "Northeast", "product_line": "Enterprise"}
user-004|episodic|Last Thursday, I attended Trade Show at Chicago. Met 29 potential leads and scheduled 3 follow-up meetings. [ID: 4171]|{"account_id": "ACC-169", "region": "West", "product_line": "Security"}
user-004|episodic|Last Wednesday, I attended Networking Event at Austin. Met 42 potential leads and scheduled 13 follow-up meetings. [ID: 4172]|{"account_id": "ACC-108", "region": "West", "product_line": "Financial"}
user-001|episodic|Yesterday at 14:30 PM, I conducted a product demo for NextGen Tech. They requested a follow-up. [ID: 4173]|{"account_id": "ACC-017", "region": "International", "product_line": "Integration"}
user-001|semantic|Pipeline Coverage refers to the measurement of business outcomes. Key characteristics include measurable outcomes, actionable insights, and continuous improvement. [ID: 4174]|{"account_id": "ACC-124", "region": "Central", "product_line": "Operations"}
-user-003|knowledge_vault|Azure Credentials: API Key: sk_okjr59aazrcku3u7b643xcoub4rs9g5a, Secret: YM7VOVPROBWPWW9XNDADG932UJMJRP1V5Q1Z89LL, Endpoint: https://api.platform.com/v1, Region: us-east-1 [ID: 4175]|{"account_id": "ACC-199", "region": "Southwest", "product_line": "Integration"}
+user-003|knowledge|Azure Credentials: API Key: sk_okjr59aazrcku3u7b643xcoub4rs9g5a, Secret: YM7VOVPROBWPWW9XNDADG932UJMJRP1V5Q1Z89LL, Endpoint: https://api.platform.com/v1, Region: us-east-1 [ID: 4175]|{"account_id": "ACC-199", "region": "Southwest", "product_line": "Integration"}
user-001|procedural|My competitive analysis process: First, Present to decision makers. Second, Collect feedback regularly. Third, Identify key stakeholders. Fourth, Finalize documentation. Finally, Schedule implementation. [ID: 4176]|{"account_id": "ACC-024", "region": "Central", "product_line": "Integration"}
user-003|core|I'm Iris Martinez, Solutions Architect at DataVision Inc. My focus areas are B2B marketing and digital transformation. [ID: 4177]|{"account_id": "ACC-164", "region": "South", "product_line": "Marketing"}
user-002|procedural|Migration checklist: 1) Conduct initial assessment. 2) Address concerns and objections. 3) Schedule implementation. 4) Collect feedback regularly. 5) Document lessons learned. [ID: 4178]|{"account_id": "ACC-084", "region": "Southeast", "product_line": "Integration"}
@@ -14079,7 +14079,7 @@ Always monitor throughout the process
## Resources
Training materials available on internal portal [ID: 4179]|{"account_id": "ACC-089", "region": "Northwest", "product_line": "Security"}
-user-003|knowledge_vault|Slack Configuration: URL: https://app.company.com, Access Token: ounq9dunycarjij145viti11r87mjp69qdvwnmjila5ljy6nsqatw2ppea62ebeh, Webhook: https://hooks.company.com/tqp6gytbk6jfegqgfy992xjj5g4h5pgt, Settings: Retry: 8, Timeout: 92s [ID: 4180]|{"account_id": "ACC-154", "region": "Southeast", "product_line": "Enterprise"}
+user-003|knowledge|Slack Configuration: URL: https://app.company.com, Access Token: ounq9dunycarjij145viti11r87mjp69qdvwnmjila5ljy6nsqatw2ppea62ebeh, Webhook: https://hooks.company.com/tqp6gytbk6jfegqgfy992xjj5g4h5pgt, Settings: Retry: 8, Timeout: 92s [ID: 4180]|{"account_id": "ACC-154", "region": "Southeast", "product_line": "Enterprise"}
user-004|semantic|Sales Intelligence is an essential tool for modern business. It provides benefits such as increased efficiency, better decision making, and improved ROI. [ID: 4181]|{"account_id": "ACC-122", "region": "Central", "product_line": "Integration"}
user-004|core|I'm Alice Johnson, VP of Operations at NextGen Tech. My focus areas are customer engagement and cloud architecture. [ID: 4182]|{"account_id": "ACC-072", "region": "East", "product_line": "Platform"}
user-001|resource|# Complete Competitive Analysis
@@ -14127,7 +14127,7 @@ Always document throughout the process
## Resources
Training materials available on internal portal [ID: 4185]|{"account_id": "ACC-163", "region": "East", "product_line": "Operations"}
-user-003|knowledge_vault|Communication Service Credentials: API Key: sk_002kgh6as1yoi5a6d4go0qqbrue1g0mj, Secret: Z5465YJ8WM8D1PU03905R5IWJ0ITLRNRB2VNJNTT, Endpoint: https://api.system.com/v3, Region: eu-west-1 [ID: 4186]|{"account_id": "ACC-101", "region": "Midwest", "product_line": "Marketing"}
+user-003|knowledge|Communication Service Credentials: API Key: sk_002kgh6as1yoi5a6d4go0qqbrue1g0mj, Secret: Z5465YJ8WM8D1PU03905R5IWJ0ITLRNRB2VNJNTT, Endpoint: https://api.system.com/v3, Region: eu-west-1 [ID: 4186]|{"account_id": "ACC-101", "region": "Midwest", "product_line": "Marketing"}
user-003|resource|# Product Pricing Guide
## Overview
@@ -14198,7 +14198,7 @@ We will implement strategic tactics to achieve our objectives. This includes hir
## Action Items
1) Complete by end of month 2) Review weekly progress 3) Adjust strategy as needed [ID: 4200]|{"account_id": "ACC-058", "region": "Northwest", "product_line": "Enterprise"}
-user-004|knowledge_vault|Salesforce Configuration: URL: https://dashboard.company.com, Access Token: ib7pkrsn8q9id43hg0ye83vp4ld9nf1ec8xqjdqoez4fuwx3v9b6y99b96ugmgto, Webhook: https://hooks.company.com/81dy88rlls8vkokxt4vr6hj5evka5pzx, Settings: Retry: 9, Timeout: 101s [ID: 4201]|{"account_id": "ACC-058", "region": "Southeast", "product_line": "Integration"}
+user-004|knowledge|Salesforce Configuration: URL: https://dashboard.company.com, Access Token: ib7pkrsn8q9id43hg0ye83vp4ld9nf1ec8xqjdqoez4fuwx3v9b6y99b96ugmgto, Webhook: https://hooks.company.com/81dy88rlls8vkokxt4vr6hj5evka5pzx, Settings: Retry: 9, Timeout: 101s [ID: 4201]|{"account_id": "ACC-058", "region": "Southeast", "product_line": "Integration"}
user-003|procedural|My territory planning process: First, Address concerns and objections. Second, Conduct initial assessment. Third, Schedule implementation. Fourth, Present to decision makers. Finally, Document lessons learned. [ID: 4202]|{"account_id": "ACC-144", "region": "East", "product_line": "Operations"}
user-001|procedural|Opportunity management workflow: Step 1 - Present to decision makers. Step 2 - Conduct initial assessment. Step 3 - Identify key stakeholders. Step 4 - Address concerns and objections. Step 5 - Finalize documentation. [ID: 4203]|{"account_id": "ACC-155", "region": "Southwest", "product_line": "Cloud"}
user-005|semantic|Digital Sales Room refers to the measurement of business outcomes. Key characteristics include measurable outcomes, actionable insights, and continuous improvement. [ID: 4204]|{"account_id": "ACC-186", "region": "Northwest", "product_line": "Operations"}
@@ -14220,7 +14220,7 @@ We will implement focused tactics to achieve our objectives. This includes hirin
user-001|procedural|Implementation checklist: 1) Finalize documentation. 2) Identify key stakeholders. 3) Address concerns and objections. 4) Monitor progress closely. 5) Negotiate terms and pricing. [ID: 4206]|{"account_id": "ACC-033", "region": "Central", "product_line": "Financial"}
user-004|semantic|Account-Based Marketing refers to the measurement of business outcomes. Key characteristics include measurable outcomes, actionable insights, and continuous improvement. [ID: 4207]|{"account_id": "ACC-032", "region": "East", "product_line": "Marketing"}
user-003|semantic|CRM Platform is an essential tool for modern business. It provides benefits such as increased efficiency, better decision making, and improved ROI. [ID: 4208]|{"account_id": "ACC-047", "region": "West", "product_line": "Integration"}
-user-002|knowledge_vault|Zendesk Configuration: URL: https://app.company.com, Access Token: vyg0rw16exqa2kw4hkow4gc6va05ko1ggtwpqy2tqafnj46dcvtbz9q7a0lwk7d2, Webhook: https://hooks.company.com/g3yyggw882bvx5n6jz8by5ic0jh1798g, Settings: Retry: 4, Timeout: 93s [ID: 4209]|{"account_id": "ACC-048", "region": "East", "product_line": "Operations"}
+user-002|knowledge|Zendesk Configuration: URL: https://app.company.com, Access Token: vyg0rw16exqa2kw4hkow4gc6va05ko1ggtwpqy2tqafnj46dcvtbz9q7a0lwk7d2, Webhook: https://hooks.company.com/g3yyggw882bvx5n6jz8by5ic0jh1798g, Settings: Retry: 4, Timeout: 93s [ID: 4209]|{"account_id": "ACC-048", "region": "East", "product_line": "Operations"}
user-004|episodic|On Monday at 15:00 PM, I had a product demo with DataVision Inc. We discussed pricing structure and they committed to a 40% increase. [ID: 4210]|{"account_id": "ACC-075", "region": "Northwest", "product_line": "Cloud"}
user-005|procedural|Pipeline review workflow: Step 1 - Document lessons learned. Step 2 - Present to decision makers. Step 3 - Collect feedback regularly. Step 4 - Review requirements thoroughly. Step 5 - Prepare detailed proposal. [ID: 4211]|{"account_id": "ACC-142", "region": "Northwest", "product_line": "Analytics"}
user-002|core|I'm David Lee, working as Marketing Director in Innovation Labs. My key expertise is in data analytics. [ID: 4212]|{"account_id": "ACC-123", "region": "Northeast", "product_line": "Cloud"}
@@ -14294,7 +14294,7 @@ Training materials available on internal portal [ID: 4223]|{"account_id": "ACC-0
user-005|core|David Lee here - I'm the CTO for Quantum Systems's marketing team. [ID: 4224]|{"account_id": "ACC-048", "region": "Midwest", "product_line": "SMB"}
user-005|episodic|Last Thursday, I attended Tech Conference at Austin. Met 41 potential leads and scheduled 8 follow-up meetings. [ID: 4225]|{"account_id": "ACC-098", "region": "Midwest", "product_line": "Platform"}
user-004|episodic|On Monday, I had a call with Digital Dynamics regarding feature request. We resolved the problem within 8 hours and they agreed to continue their contract. [ID: 4226]|{"account_id": "ACC-179", "region": "Southwest", "product_line": "Integration"}
-user-004|knowledge_vault|File Storage Access: Server: dev-db-10.company.com, Port: 8080, Username: admin_3559, Password: 8LwYHi%t%nk6ULvv, Additional: SSL: Required, Timeout: 49s [ID: 4227]|{"account_id": "ACC-006", "region": "South", "product_line": "SMB"}
+user-004|knowledge|File Storage Access: Server: dev-db-10.company.com, Port: 8080, Username: admin_3559, Password: 8LwYHi%t%nk6ULvv, Additional: SSL: Required, Timeout: 49s [ID: 4227]|{"account_id": "ACC-006", "region": "South", "product_line": "SMB"}
user-002|procedural|Migration checklist: 1) Document lessons learned. 2) Prepare detailed proposal. 3) Identify key stakeholders. 4) Conduct initial assessment. 5) Collect feedback regularly. [ID: 4228]|{"account_id": "ACC-135", "region": "International", "product_line": "Security"}
user-003|resource|# Market Analysis Report
@@ -14313,7 +14313,7 @@ We will implement focused tactics to achieve our objectives. This includes hirin
1) Complete by end of quarter 2) Review weekly progress 3) Adjust strategy as needed [ID: 4229]|{"account_id": "ACC-009", "region": "International", "product_line": "Cloud"}
user-003|core|I'm Frank Chen, Business Development Manager at FinTech Solutions. My focus areas are customer engagement and B2B marketing. [ID: 4230]|{"account_id": "ACC-171", "region": "East", "product_line": "Integration"}
user-002|episodic|Yesterday at 10:00 AM, I conducted a presentation for Digital Dynamics. The feedback was very positive. [ID: 4231]|{"account_id": "ACC-051", "region": "Northwest", "product_line": "Analytics"}
-user-003|knowledge_vault|Communication Service Credentials: API Key: sk_39oxprd8a9rrpg91zhdedfkqyvrv4rbq, Secret: NDW4NSYMQ6L1FPOQAJGRWABUYN5R9C9VDHOEIYWX, Endpoint: https://api.platform.com/v2, Region: us-east-1 [ID: 4232]|{"account_id": "ACC-043", "region": "International", "product_line": "Platform"}
+user-003|knowledge|Communication Service Credentials: API Key: sk_39oxprd8a9rrpg91zhdedfkqyvrv4rbq, Secret: NDW4NSYMQ6L1FPOQAJGRWABUYN5R9C9VDHOEIYWX, Endpoint: https://api.platform.com/v2, Region: us-east-1 [ID: 4232]|{"account_id": "ACC-043", "region": "International", "product_line": "Platform"}
user-004|semantic|Customer Data Platform is a key metric for business performance. It helps organizations make data-driven decisions. Critical for strategic planning and optimization. [ID: 4233]|{"account_id": "ACC-117", "region": "Central", "product_line": "Enterprise"}
user-004|semantic|Revenue Operations is a key metric for business performance. It helps organizations make data-driven decisions. Critical for strategic planning and optimization. [ID: 4234]|{"account_id": "ACC-075", "region": "Northwest", "product_line": "Platform"}
user-002|resource|# Territory Assignment
@@ -14334,7 +14334,7 @@ We will implement aggressive tactics to achieve our objectives. This includes hi
user-001|episodic|Yesterday at 13:00 AM, I conducted a training session for DataVision Inc. We identified next steps. [ID: 4236]|{"account_id": "ACC-017", "region": "Central", "product_line": "Integration"}
user-004|episodic|On Thursday at 17:00 PM, I had a discovery call with TechCorp. We discussed implementation timeline and agreed to extend contract. [ID: 4237]|{"account_id": "ACC-123", "region": "International", "product_line": "Marketing"}
user-005|semantic|Sales Intelligence refers to the measurement of business outcomes. Key characteristics include measurable outcomes, actionable insights, and continuous improvement. [ID: 4238]|{"account_id": "ACC-129", "region": "South", "product_line": "Cloud"}
-user-001|knowledge_vault|Payment Gateway Credentials: API Key: sk_t0fmq05kxo29t7ium1xojmxykdoxfi0m, Secret: ASFUFHB4ECU3SNVI74QX0ODY8AE8LQN01PZY2TEV, Endpoint: https://api.system.com/v3, Region: ap-southeast-1 [ID: 4239]|{"account_id": "ACC-037", "region": "Central", "product_line": "Operations"}
+user-001|knowledge|Payment Gateway Credentials: API Key: sk_t0fmq05kxo29t7ium1xojmxykdoxfi0m, Secret: ASFUFHB4ECU3SNVI74QX0ODY8AE8LQN01PZY2TEV, Endpoint: https://api.system.com/v3, Region: ap-southeast-1 [ID: 4239]|{"account_id": "ACC-037", "region": "Central", "product_line": "Operations"}
user-002|semantic|Conversation Intelligence is a key metric for business performance. It helps organizations make data-driven decisions. Critical for strategic planning and optimization. [ID: 4240]|{"account_id": "ACC-050", "region": "East", "product_line": "Platform"}
user-003|procedural|Migration checklist: 1) Identify key stakeholders. 2) Negotiate terms and pricing. 3) Document lessons learned. 4) Finalize documentation. 5) Monitor progress closely. [ID: 4241]|{"account_id": "ACC-117", "region": "Southwest", "product_line": "Analytics"}
user-005|procedural|My sales qualification process: First, Negotiate terms and pricing. Second, Monitor progress closely. Third, Identify key stakeholders. Fourth, Conduct initial assessment. Finally, Address concerns and objections. [ID: 4242]|{"account_id": "ACC-094", "region": "West", "product_line": "Platform"}
@@ -14388,8 +14388,8 @@ We will implement aggressive tactics to achieve our objectives. This includes hi
## Action Items
1) Complete by mid-year 2) Review weekly progress 3) Adjust strategy as needed [ID: 4250]|{"account_id": "ACC-182", "region": "East", "product_line": "SMB"}
-user-002|knowledge_vault|Staging Environment Access: Server: prod-db-6.company.com, Port: 5432, Username: admin_8018, Password: MFvoJcYAZlKKzF9b, Additional: SSL: Required, Timeout: 41s [ID: 4251]|{"account_id": "ACC-083", "region": "East", "product_line": "Security"}
-user-005|knowledge_vault|HubSpot Configuration: URL: https://portal.company.com, Access Token: pg7nybs8nefide6vz0tgsaol59zuhdpo142pv8qph3o54saxvayoksrog7hnoc6b, Webhook: https://hooks.company.com/sd620pexawk1mgr05tgxadvj4y1bh3jr, Settings: Retry: 5, Timeout: 68s [ID: 4252]|{"account_id": "ACC-014", "region": "South", "product_line": "Platform"}
+user-002|knowledge|Staging Environment Access: Server: prod-db-6.company.com, Port: 5432, Username: admin_8018, Password: MFvoJcYAZlKKzF9b, Additional: SSL: Required, Timeout: 41s [ID: 4251]|{"account_id": "ACC-083", "region": "East", "product_line": "Security"}
+user-005|knowledge|HubSpot Configuration: URL: https://portal.company.com, Access Token: pg7nybs8nefide6vz0tgsaol59zuhdpo142pv8qph3o54saxvayoksrog7hnoc6b, Webhook: https://hooks.company.com/sd620pexawk1mgr05tgxadvj4y1bh3jr, Settings: Retry: 5, Timeout: 68s [ID: 4252]|{"account_id": "ACC-014", "region": "South", "product_line": "Platform"}
user-004|resource|# Product Pricing Guide
## Overview
@@ -14408,7 +14408,7 @@ We will implement aggressive tactics to achieve our objectives. This includes hi
user-001|episodic|Last Friday, I attended Trade Show at Austin. Met 29 potential leads and scheduled 9 follow-up meetings. [ID: 4254]|{"account_id": "ACC-088", "region": "East", "product_line": "Enterprise"}
user-003|semantic|Customer Churn is a key metric for business performance. It helps organizations make data-driven decisions. Critical for strategic planning and optimization. [ID: 4255]|{"account_id": "ACC-066", "region": "International", "product_line": "SMB"}
user-004|episodic|This morning at 16:00 PM, I closed a deal with TechCorp worth $58K annually. The contract was signed after 6 months of negotiations. [ID: 4256]|{"account_id": "ACC-048", "region": "West", "product_line": "Analytics"}
-user-005|knowledge_vault|Production Database Access: Server: prod-db-5.company.com, Port: 3306, Username: admin_5209, Password: QouRxRKTIj4IvBdB, Additional: SSL: Required, Timeout: 38s [ID: 4257]|{"account_id": "ACC-082", "region": "South", "product_line": "Operations"}
+user-005|knowledge|Production Database Access: Server: prod-db-5.company.com, Port: 3306, Username: admin_5209, Password: QouRxRKTIj4IvBdB, Additional: SSL: Required, Timeout: 38s [ID: 4257]|{"account_id": "ACC-082", "region": "South", "product_line": "Operations"}
user-001|episodic|Last Monday, I attended Tech Conference at Austin. Met 21 potential leads and scheduled 11 follow-up meetings. [ID: 4258]|{"account_id": "ACC-054", "region": "Central", "product_line": "Analytics"}
user-001|core|Profile update: Frank Chen, Solutions Architect position at Quantum Systems, responsible for customer retention. [ID: 4259]|{"account_id": "ACC-106", "region": "Northwest", "product_line": "Cloud"}
user-003|resource|# Competitive Analysis
@@ -14451,9 +14451,9 @@ user-004|episodic|Yesterday at 13:30 PM, I conducted a presentation for FinTech
user-004|core|My name is Henry Brown and I work as a Sales Engineer at TechCorp. I specialize in technical consulting. [ID: 4269]|{"account_id": "ACC-162", "region": "Southwest", "product_line": "Marketing"}
user-001|procedural|My account planning process: First, Conduct initial assessment. Second, Address concerns and objections. Third, Collect feedback regularly. Fourth, Negotiate terms and pricing. Finally, Identify key stakeholders. [ID: 4270]|{"account_id": "ACC-168", "region": "Southeast", "product_line": "Integration"}
user-003|semantic|CRM Platform refers to the measurement of business outcomes. Key characteristics include measurable outcomes, actionable insights, and continuous improvement. [ID: 4271]|{"account_id": "ACC-011", "region": "East", "product_line": "Financial"}
-user-003|knowledge_vault|Azure Credentials: API Key: sk_ei1levorks3sodkcwyh35ihdazleije2, Secret: BSBYUBBTNPONZTQUJVEOJPV2QEJ5HPS003UE4O7A, Endpoint: https://api.service.com/v3, Region: ap-southeast-1 [ID: 4272]|{"account_id": "ACC-151", "region": "Midwest", "product_line": "Platform"}
+user-003|knowledge|Azure Credentials: API Key: sk_ei1levorks3sodkcwyh35ihdazleije2, Secret: BSBYUBBTNPONZTQUJVEOJPV2QEJ5HPS003UE4O7A, Endpoint: https://api.service.com/v3, Region: ap-southeast-1 [ID: 4272]|{"account_id": "ACC-151", "region": "Midwest", "product_line": "Platform"}
user-003|procedural|My territory planning process: First, Collect feedback regularly. Second, Review requirements thoroughly. Third, Address concerns and objections. Fourth, Finalize documentation. Finally, Present to decision makers. [ID: 4273]|{"account_id": "ACC-155", "region": "Midwest", "product_line": "Financial"}
-user-003|knowledge_vault|HubSpot Configuration: URL: https://app.company.com, Access Token: dows1n7lgjqnex2t9tb9hi5lqcqf7rxdy8lyrbldgz0g57lht6wtxzzeivyeg3z7, Webhook: https://hooks.company.com/dzc0wpzyqk5d07exvshlb2vbmi45w2z9, Settings: Retry: 3, Timeout: 82s [ID: 4274]|{"account_id": "ACC-048", "region": "Northeast", "product_line": "Marketing"}
+user-003|knowledge|HubSpot Configuration: URL: https://app.company.com, Access Token: dows1n7lgjqnex2t9tb9hi5lqcqf7rxdy8lyrbldgz0g57lht6wtxzzeivyeg3z7, Webhook: https://hooks.company.com/dzc0wpzyqk5d07exvshlb2vbmi45w2z9, Settings: Retry: 3, Timeout: 82s [ID: 4274]|{"account_id": "ACC-048", "region": "Northeast", "product_line": "Marketing"}
user-003|episodic|Yesterday at 13:00 AM, I conducted a product demo for Digital Dynamics. They requested a follow-up. [ID: 4275]|{"account_id": "ACC-020", "region": "Northeast", "product_line": "Enterprise"}
user-005|semantic|Sales Velocity is a key metric for business performance. It helps organizations make data-driven decisions. Critical for strategic planning and optimization. [ID: 4276]|{"account_id": "ACC-116", "region": "Southeast", "product_line": "Marketing"}
user-005|core|Alice Johnson here - I'm the Customer Success Manager for FinTech Solutions's sales team. [ID: 4277]|{"account_id": "ACC-036", "region": "East", "product_line": "Cloud"}
@@ -14490,7 +14490,7 @@ We will implement strategic tactics to achieve our objectives. This includes hir
## Action Items
1) Complete by mid-year 2) Review weekly progress 3) Adjust strategy as needed [ID: 4281]|{"account_id": "ACC-175", "region": "Northeast", "product_line": "Security"}
user-004|episodic|On Wednesday at 16:30 PM, I had a escalation meeting with FinTech Solutions. We discussed integration capabilities and identified key pain points. [ID: 4282]|{"account_id": "ACC-189", "region": "Central", "product_line": "Operations"}
-user-002|knowledge_vault|Azure Credentials: API Key: sk_z3je1i29nz8wlxpur7mljdo9uh1521c2, Secret: GPR5LCUNXD11VITOWWYS28N4IZXF11ELH77HG7OU, Endpoint: https://api.platform.com/v2, Region: eu-west-1 [ID: 4283]|{"account_id": "ACC-009", "region": "Midwest", "product_line": "Enterprise"}
+user-002|knowledge|Azure Credentials: API Key: sk_z3je1i29nz8wlxpur7mljdo9uh1521c2, Secret: GPR5LCUNXD11VITOWWYS28N4IZXF11ELH77HG7OU, Endpoint: https://api.platform.com/v2, Region: eu-west-1 [ID: 4283]|{"account_id": "ACC-009", "region": "Midwest", "product_line": "Enterprise"}
user-004|semantic|Customer Lifetime Value is a key metric for business performance. It helps organizations make data-driven decisions. Critical for strategic planning and optimization. [ID: 4284]|{"account_id": "ACC-019", "region": "International", "product_line": "Analytics"}
user-001|resource|# Territory Assignment
@@ -14523,11 +14523,11 @@ Always monitor throughout the process
## Resources
Training materials available on internal portal [ID: 4286]|{"account_id": "ACC-150", "region": "East", "product_line": "Operations"}
user-004|episodic|Last Tuesday, I attended Industry Summit at Austin. Met 33 potential leads and scheduled 14 follow-up meetings. [ID: 4287]|{"account_id": "ACC-179", "region": "Southwest", "product_line": "Financial"}
-user-002|knowledge_vault|VPN Gateway Access: Server: prod-db-7.company.com, Port: 8080, Username: admin_5319, Password: 20raQdM8NkacieOp, Additional: SSL: Required, Timeout: 34s [ID: 4288]|{"account_id": "ACC-022", "region": "Southwest", "product_line": "Enterprise"}
+user-002|knowledge|VPN Gateway Access: Server: prod-db-7.company.com, Port: 8080, Username: admin_5319, Password: 20raQdM8NkacieOp, Additional: SSL: Required, Timeout: 34s [ID: 4288]|{"account_id": "ACC-022", "region": "Southwest", "product_line": "Enterprise"}
user-004|procedural|Customer handoff workflow: Step 1 - Document lessons learned. Step 2 - Collect feedback regularly. Step 3 - Prepare detailed proposal. Step 4 - Schedule implementation. Step 5 - Finalize documentation. [ID: 4289]|{"account_id": "ACC-069", "region": "Southwest", "product_line": "Platform"}
user-004|core|I'm Emma Wilson, Marketing Director at Quantum Systems. My focus areas are product strategy and cloud architecture. [ID: 4290]|{"account_id": "ACC-019", "region": "Central", "product_line": "Integration"}
user-004|episodic|Last Thursday, I attended Networking Event at Austin. Met 31 potential leads and scheduled 7 follow-up meetings. [ID: 4291]|{"account_id": "ACC-048", "region": "Northwest", "product_line": "SMB"}
-user-001|knowledge_vault|HubSpot Configuration: URL: https://app.company.com, Access Token: 2i0ubaf0mqgh5c0kq6y5mre8zskrajiiqvgv3aq693nerjukusl77s0dxmguzhkn, Webhook: https://hooks.company.com/baylhlh96nrwg32eei2t8ool2po1ytmm, Settings: Retry: 3, Timeout: 91s [ID: 4292]|{"account_id": "ACC-101", "region": "East", "product_line": "SMB"}
+user-001|knowledge|HubSpot Configuration: URL: https://app.company.com, Access Token: 2i0ubaf0mqgh5c0kq6y5mre8zskrajiiqvgv3aq693nerjukusl77s0dxmguzhkn, Webhook: https://hooks.company.com/baylhlh96nrwg32eei2t8ool2po1ytmm, Settings: Retry: 3, Timeout: 91s [ID: 4292]|{"account_id": "ACC-101", "region": "East", "product_line": "SMB"}
user-001|core|I'm Carol Davis, CTO at NextGen Tech. My focus areas are customer engagement and technical consulting. [ID: 4293]|{"account_id": "ACC-010", "region": "Southwest", "product_line": "Enterprise"}
user-004|resource|# Essential Competitive Analysis
@@ -14630,7 +14630,7 @@ We will implement measured tactics to achieve our objectives. This includes hiri
## Action Items
1) Complete by end of quarter 2) Review weekly progress 3) Adjust strategy as needed [ID: 4323]|{"account_id": "ACC-199", "region": "South", "product_line": "Enterprise"}
user-002|procedural|Deal approval workflow: Step 1 - Conduct initial assessment. Step 2 - Prepare detailed proposal. Step 3 - Document lessons learned. Step 4 - Identify key stakeholders. Step 5 - Negotiate terms and pricing. [ID: 4324]|{"account_id": "ACC-084", "region": "Central", "product_line": "Platform"}
-user-002|knowledge_vault|VPN Gateway Access: Server: prod-db-9.company.com, Port: 27017, Username: admin_4843, Password: gg6vmbzj8P1lX!jV, Additional: SSL: Required, Timeout: 19s [ID: 4325]|{"account_id": "ACC-057", "region": "International", "product_line": "Security"}
+user-002|knowledge|VPN Gateway Access: Server: prod-db-9.company.com, Port: 27017, Username: admin_4843, Password: gg6vmbzj8P1lX!jV, Additional: SSL: Required, Timeout: 19s [ID: 4325]|{"account_id": "ACC-057", "region": "International", "product_line": "Security"}
user-001|core|Iris Martinez here - I'm the Sales Engineer for Innovation Labs's operations team. [ID: 4326]|{"account_id": "ACC-055", "region": "International", "product_line": "Enterprise"}
user-004|procedural|Implementation checklist: 1) Prepare detailed proposal. 2) Identify key stakeholders. 3) Monitor progress closely. 4) Review requirements thoroughly. 5) Collect feedback regularly. [ID: 4327]|{"account_id": "ACC-179", "region": "West", "product_line": "Marketing"}
user-005|procedural|Review checklist: 1) Review requirements thoroughly. 2) Schedule implementation. 3) Conduct initial assessment. 4) Present to decision makers. 5) Monitor progress closely. [ID: 4328]|{"account_id": "ACC-021", "region": "Southwest", "product_line": "Financial"}
@@ -14690,8 +14690,8 @@ user-005|procedural|Implementation checklist: 1) Identify key stakeholders. 2) D
user-003|episodic|This morning at 13:30 AM, I closed a deal with TechCorp worth $238K annually. The contract was signed after 3 months of negotiations. [ID: 4340]|{"account_id": "ACC-024", "region": "International", "product_line": "Operations"}
user-001|core|My name is Bob Smith and I work as a Account Executive at Digital Dynamics. I specialize in technical consulting. [ID: 4341]|{"account_id": "ACC-053", "region": "Northeast", "product_line": "Integration"}
user-005|episodic|On Wednesday, I had a call with Digital Dynamics regarding performance concerns. We resolved the problem within 7 hours and they agreed to continue their contract. [ID: 4342]|{"account_id": "ACC-075", "region": "Southeast", "product_line": "Marketing"}
-user-002|knowledge_vault|Salesforce API Credentials: API Key: sk_m7rj74cks8bt8jjnuh77dalhw98pjzi2, Secret: 5JA2OOEC9BGUQAPJ1CHIE0VIEK3BKOANEIZOGZ1H, Endpoint: https://api.platform.com/v2, Region: us-east-1 [ID: 4343]|{"account_id": "ACC-162", "region": "South", "product_line": "Cloud"}
-user-001|knowledge_vault|Zendesk Configuration: URL: https://portal.company.com, Access Token: f3ey1ecu26csjn4xxzgi7bokec8uyfklmf5anf2uv1lsy08vubmppc4b6kx7uezz, Webhook: https://hooks.company.com/hysyk0v8l08g3nbgbpzxwpewpbsomlq2, Settings: Retry: 10, Timeout: 58s [ID: 4344]|{"account_id": "ACC-169", "region": "Central", "product_line": "Enterprise"}
+user-002|knowledge|Salesforce API Credentials: API Key: sk_m7rj74cks8bt8jjnuh77dalhw98pjzi2, Secret: 5JA2OOEC9BGUQAPJ1CHIE0VIEK3BKOANEIZOGZ1H, Endpoint: https://api.platform.com/v2, Region: us-east-1 [ID: 4343]|{"account_id": "ACC-162", "region": "South", "product_line": "Cloud"}
+user-001|knowledge|Zendesk Configuration: URL: https://portal.company.com, Access Token: f3ey1ecu26csjn4xxzgi7bokec8uyfklmf5anf2uv1lsy08vubmppc4b6kx7uezz, Webhook: https://hooks.company.com/hysyk0v8l08g3nbgbpzxwpewpbsomlq2, Settings: Retry: 10, Timeout: 58s [ID: 4344]|{"account_id": "ACC-169", "region": "Central", "product_line": "Enterprise"}
user-004|episodic|Last Monday, I attended Trade Show at San Francisco. Met 40 potential leads and scheduled 12 follow-up meetings. [ID: 4345]|{"account_id": "ACC-088", "region": "South", "product_line": "Operations"}
user-003|core|Profile update: Emma Wilson, Business Development Manager position at NextGen Tech, responsible for revenue growth. [ID: 4346]|{"account_id": "ACC-138", "region": "Midwest", "product_line": "Integration"}
user-005|resource|# Customer Success Playbook
@@ -14760,12 +14760,12 @@ We will implement measured tactics to achieve our objectives. This includes hiri
1) Complete by mid-year 2) Review weekly progress 3) Adjust strategy as needed [ID: 4354]|{"account_id": "ACC-047", "region": "West", "product_line": "SMB"}
user-005|procedural|My contract renewal process: First, Document lessons learned. Second, Monitor progress closely. Third, Negotiate terms and pricing. Fourth, Schedule implementation. Finally, Prepare detailed proposal. [ID: 4355]|{"account_id": "ACC-121", "region": "Northwest", "product_line": "Analytics"}
user-002|procedural|Opportunity management workflow: Step 1 - Negotiate terms and pricing. Step 2 - Present to decision makers. Step 3 - Identify key stakeholders. Step 4 - Collect feedback regularly. Step 5 - Review requirements thoroughly. [ID: 4356]|{"account_id": "ACC-159", "region": "Northwest", "product_line": "Platform"}
-user-002|knowledge_vault|Communication Service Credentials: API Key: sk_vsnt060nnqz24fhno0r06k6gr1f1ppmq, Secret: A78MLHQ8TDXSHNZI371EPXX096WPL6B474KSM4WX, Endpoint: https://api.platform.com/v1, Region: us-west-2 [ID: 4357]|{"account_id": "ACC-062", "region": "Central", "product_line": "Platform"}
-user-001|knowledge_vault|HubSpot Configuration: URL: https://app.company.com, Access Token: 21woeuq3squ4f55bprydhiphhzosm6u8ymxaro1kaj6pl6lsfz968jb727nn6fdt, Webhook: https://hooks.company.com/i2gw4x2ls8yfiixxz5lu5whwk48kxj18, Settings: Retry: 10, Timeout: 58s [ID: 4358]|{"account_id": "ACC-136", "region": "South", "product_line": "Analytics"}
+user-002|knowledge|Communication Service Credentials: API Key: sk_vsnt060nnqz24fhno0r06k6gr1f1ppmq, Secret: A78MLHQ8TDXSHNZI371EPXX096WPL6B474KSM4WX, Endpoint: https://api.platform.com/v1, Region: us-west-2 [ID: 4357]|{"account_id": "ACC-062", "region": "Central", "product_line": "Platform"}
+user-001|knowledge|HubSpot Configuration: URL: https://app.company.com, Access Token: 21woeuq3squ4f55bprydhiphhzosm6u8ymxaro1kaj6pl6lsfz968jb727nn6fdt, Webhook: https://hooks.company.com/i2gw4x2ls8yfiixxz5lu5whwk48kxj18, Settings: Retry: 10, Timeout: 58s [ID: 4358]|{"account_id": "ACC-136", "region": "South", "product_line": "Analytics"}
user-002|episodic|On Monday, I had a call with Smart Solutions regarding billing discrepancy. We resolved the problem within 7 hours and they agreed to upgrade their plan. [ID: 4359]|{"account_id": "ACC-022", "region": "Southeast", "product_line": "Cloud"}
user-005|procedural|My proposal development process: First, Schedule implementation. Second, Address concerns and objections. Third, Present to decision makers. Fourth, Identify key stakeholders. Finally, Prepare detailed proposal. [ID: 4360]|{"account_id": "ACC-061", "region": "South", "product_line": "Operations"}
user-004|core|Jack Anderson here - I'm the Senior Sales Manager for Innovation Labs's sales team. [ID: 4361]|{"account_id": "ACC-032", "region": "Southeast", "product_line": "SMB"}
-user-005|knowledge_vault|VPN Gateway Access: Server: dev-db-1.company.com, Port: 6379, Username: admin_2651, Password: 3!7fVoBGl9c9qgU2, Additional: SSL: Required, Timeout: 22s [ID: 4362]|{"account_id": "ACC-041", "region": "Midwest", "product_line": "Operations"}
+user-005|knowledge|VPN Gateway Access: Server: dev-db-1.company.com, Port: 6379, Username: admin_2651, Password: 3!7fVoBGl9c9qgU2, Additional: SSL: Required, Timeout: 22s [ID: 4362]|{"account_id": "ACC-041", "region": "Midwest", "product_line": "Operations"}
user-003|core|Grace Taylor here - I'm the Account Executive for DataVision Inc's operations team. [ID: 4363]|{"account_id": "ACC-022", "region": "Northwest", "product_line": "Operations"}
user-002|core|I'm Alice Johnson, working as Sales Engineer in Innovation Labs. My key expertise is in business intelligence. [ID: 4364]|{"account_id": "ACC-119", "region": "Northwest", "product_line": "Cloud"}
user-005|core|Profile update: Jack Anderson, Account Executive position at Global Enterprises, responsible for revenue growth. [ID: 4365]|{"account_id": "ACC-164", "region": "International", "product_line": "Security"}
@@ -14788,10 +14788,10 @@ We will implement focused tactics to achieve our objectives. This includes hirin
user-005|procedural|Contract negotiation workflow: Step 1 - Prepare detailed proposal. Step 2 - Negotiate terms and pricing. Step 3 - Monitor progress closely. Step 4 - Identify key stakeholders. Step 5 - Address concerns and objections. [ID: 4368]|{"account_id": "ACC-128", "region": "Central", "product_line": "Integration"}
user-004|semantic|Net Promoter Score refers to the measurement of business outcomes. Key characteristics include measurable outcomes, actionable insights, and continuous improvement. [ID: 4369]|{"account_id": "ACC-071", "region": "Northeast", "product_line": "Financial"}
user-002|episodic|Yesterday at 13:30 AM, I conducted a product demo for Smart Solutions. They requested a follow-up. [ID: 4370]|{"account_id": "ACC-122", "region": "Central", "product_line": "SMB"}
-user-004|knowledge_vault|File Storage Access: Server: dev-db-8.company.com, Port: 8080, Username: admin_7260, Password: drqiFJhDCZly6Ztx, Additional: SSL: Required, Timeout: 29s [ID: 4371]|{"account_id": "ACC-002", "region": "Central", "product_line": "Analytics"}
+user-004|knowledge|File Storage Access: Server: dev-db-8.company.com, Port: 8080, Username: admin_7260, Password: drqiFJhDCZly6Ztx, Additional: SSL: Required, Timeout: 29s [ID: 4371]|{"account_id": "ACC-002", "region": "Central", "product_line": "Analytics"}
user-001|procedural|Audit checklist: 1) Monitor progress closely. 2) Address concerns and objections. 3) Collect feedback regularly. 4) Document lessons learned. 5) Negotiate terms and pricing. [ID: 4372]|{"account_id": "ACC-073", "region": "Southeast", "product_line": "Operations"}
-user-002|knowledge_vault|Marketing Platform Credentials: API Key: sk_n0cdci9828b9fsuxz7jugot69rhorh1q, Secret: ZNQ3QUBNY3B5OJ6GKNOTASZVSKXHYK4KHBX1W5AD, Endpoint: https://api.system.com/v1, Region: us-west-2 [ID: 4373]|{"account_id": "ACC-028", "region": "South", "product_line": "Financial"}
-user-002|knowledge_vault|Stripe Configuration: URL: https://portal.company.com, Access Token: 3obv3mo56rm3q4p5akrkgq3grxwuznjvesou3uf0hz0x558jbkba0leih9omduwh, Webhook: https://hooks.company.com/zdvzbhmgs7ox3fhpuj5rnopb8zaryz4q, Settings: Retry: 5, Timeout: 72s [ID: 4374]|{"account_id": "ACC-186", "region": "Northeast", "product_line": "Financial"}
+user-002|knowledge|Marketing Platform Credentials: API Key: sk_n0cdci9828b9fsuxz7jugot69rhorh1q, Secret: ZNQ3QUBNY3B5OJ6GKNOTASZVSKXHYK4KHBX1W5AD, Endpoint: https://api.system.com/v1, Region: us-west-2 [ID: 4373]|{"account_id": "ACC-028", "region": "South", "product_line": "Financial"}
+user-002|knowledge|Stripe Configuration: URL: https://portal.company.com, Access Token: 3obv3mo56rm3q4p5akrkgq3grxwuznjvesou3uf0hz0x558jbkba0leih9omduwh, Webhook: https://hooks.company.com/zdvzbhmgs7ox3fhpuj5rnopb8zaryz4q, Settings: Retry: 5, Timeout: 72s [ID: 4374]|{"account_id": "ACC-186", "region": "Northeast", "product_line": "Financial"}
user-002|procedural|Implementation checklist: 1) Finalize documentation. 2) Prepare detailed proposal. 3) Present to decision makers. 4) Conduct initial assessment. 5) Address concerns and objections. [ID: 4375]|{"account_id": "ACC-123", "region": "Midwest", "product_line": "Analytics"}
user-001|semantic|Sales Intelligence refers to the measurement of business outcomes. Key characteristics include measurable outcomes, actionable insights, and continuous improvement. [ID: 4376]|{"account_id": "ACC-151", "region": "International", "product_line": "Operations"}
user-003|semantic|Conversation Intelligence is a key metric for business performance. It helps organizations make data-driven decisions. Critical for strategic planning and optimization. [ID: 4377]|{"account_id": "ACC-083", "region": "International", "product_line": "Analytics"}
@@ -14838,8 +14838,8 @@ user-002|procedural|My competitive analysis process: First, Negotiate terms and
user-001|procedural|My territory planning process: First, Collect feedback regularly. Second, Negotiate terms and pricing. Third, Present to decision makers. Fourth, Document lessons learned. Finally, Finalize documentation. [ID: 4390]|{"account_id": "ACC-055", "region": "Southeast", "product_line": "Financial"}
user-005|episodic|This morning at 14:30 AM, I closed a deal with TechCorp worth $390K annually. The contract was signed after 5 months of negotiations. [ID: 4391]|{"account_id": "ACC-016", "region": "Southeast", "product_line": "Cloud"}
user-005|core|Profile update: Carol Davis, Account Executive position at Global Enterprises, responsible for team leadership. [ID: 4392]|{"account_id": "ACC-014", "region": "Southwest", "product_line": "Cloud"}
-user-001|knowledge_vault|Analytics Platform Access: Server: dev-db-2.company.com, Port: 27017, Username: admin_1174, Password: i1Z7akFd$TmlX5%E, Additional: SSL: Required, Timeout: 12s [ID: 4393]|{"account_id": "ACC-024", "region": "Northeast", "product_line": "Integration"}
-user-003|knowledge_vault|Zendesk Configuration: URL: https://portal.company.com, Access Token: w33zqv3n8zpilx0ons78innltc850iccmyhsou6dklo8iz9vohxu1ormukudj1pm, Webhook: https://hooks.company.com/bbyblozpiswj8t6gwpg7e96cx6mcl41v, Settings: Retry: 6, Timeout: 31s [ID: 4394]|{"account_id": "ACC-195", "region": "Southwest", "product_line": "Security"}
+user-001|knowledge|Analytics Platform Access: Server: dev-db-2.company.com, Port: 27017, Username: admin_1174, Password: i1Z7akFd$TmlX5%E, Additional: SSL: Required, Timeout: 12s [ID: 4393]|{"account_id": "ACC-024", "region": "Northeast", "product_line": "Integration"}
+user-003|knowledge|Zendesk Configuration: URL: https://portal.company.com, Access Token: w33zqv3n8zpilx0ons78innltc850iccmyhsou6dklo8iz9vohxu1ormukudj1pm, Webhook: https://hooks.company.com/bbyblozpiswj8t6gwpg7e96cx6mcl41v, Settings: Retry: 6, Timeout: 31s [ID: 4394]|{"account_id": "ACC-195", "region": "Southwest", "product_line": "Security"}
user-005|resource|# Territory Assignment
## Overview
@@ -14857,12 +14857,12 @@ We will implement aggressive tactics to achieve our objectives. This includes hi
1) Complete by end of quarter 2) Review weekly progress 3) Adjust strategy as needed [ID: 4395]|{"account_id": "ACC-001", "region": "West", "product_line": "Cloud"}
user-001|core|I'm Emma Wilson, Sales Engineer at FinTech Solutions. My focus areas are data analytics and AI solutions. [ID: 4396]|{"account_id": "ACC-059", "region": "Central", "product_line": "Cloud"}
user-005|episodic|On Wednesday, I had a call with Innovation Labs regarding performance concerns. We resolved the problem within 1 hours and they agreed to expand to more users. [ID: 4397]|{"account_id": "ACC-138", "region": "International", "product_line": "Analytics"}
-user-002|knowledge_vault|Backup Server Access: Server: staging-db-1.company.com, Port: 5432, Username: admin_5418, Password: nllsCQxdF9y@qM6!, Additional: SSL: Required, Timeout: 14s [ID: 4398]|{"account_id": "ACC-155", "region": "Southwest", "product_line": "Marketing"}
+user-002|knowledge|Backup Server Access: Server: staging-db-1.company.com, Port: 5432, Username: admin_5418, Password: nllsCQxdF9y@qM6!, Additional: SSL: Required, Timeout: 14s [ID: 4398]|{"account_id": "ACC-155", "region": "Southwest", "product_line": "Marketing"}
user-004|semantic|Predictive Analytics refers to the measurement of business outcomes. Key characteristics include measurable outcomes, actionable insights, and continuous improvement. [ID: 4399]|{"account_id": "ACC-159", "region": "Southwest", "product_line": "Security"}
user-002|episodic|On Tuesday at 11:00 PM, I had a contract negotiation with Innovation Labs. We discussed pricing structure and scheduled technical workshop. [ID: 4400]|{"account_id": "ACC-178", "region": "South", "product_line": "Marketing"}
user-001|procedural|Review checklist: 1) Negotiate terms and pricing. 2) Conduct initial assessment. 3) Document lessons learned. 4) Present to decision makers. 5) Monitor progress closely. [ID: 4401]|{"account_id": "ACC-021", "region": "Northwest", "product_line": "Cloud"}
user-002|core|Grace Taylor here - I'm the Product Manager for CloudSystems's engineering team. [ID: 4402]|{"account_id": "ACC-033", "region": "Midwest", "product_line": "SMB"}
-user-003|knowledge_vault|Data Warehouse Credentials: API Key: sk_ycle2crfq15pu0ltmw6hknso44afde5b, Secret: Z2V09LXCF1MPEC181AW8WYX6LUAUXFJ2HOWG2EZM, Endpoint: https://api.service.com/v3, Region: us-west-2 [ID: 4403]|{"account_id": "ACC-010", "region": "South", "product_line": "SMB"}
+user-003|knowledge|Data Warehouse Credentials: API Key: sk_ycle2crfq15pu0ltmw6hknso44afde5b, Secret: Z2V09LXCF1MPEC181AW8WYX6LUAUXFJ2HOWG2EZM, Endpoint: https://api.service.com/v3, Region: us-west-2 [ID: 4403]|{"account_id": "ACC-010", "region": "South", "product_line": "SMB"}
user-001|core|Henry Brown here - I'm the Senior Sales Manager for NextGen Tech's engineering team. [ID: 4404]|{"account_id": "ACC-086", "region": "Southeast", "product_line": "Integration"}
user-005|core|My name is Bob Smith and I work as a Customer Success Manager at TechCorp. I specialize in enterprise sales. [ID: 4405]|{"account_id": "ACC-159", "region": "Southwest", "product_line": "Platform"}
user-002|episodic|Last Thursday, I attended Networking Event at San Francisco. Met 24 potential leads and scheduled 7 follow-up meetings. [ID: 4406]|{"account_id": "ACC-034", "region": "East", "product_line": "Security"}
@@ -14870,7 +14870,7 @@ user-005|procedural|Customer handoff workflow: Step 1 - Present to decision make
user-004|procedural|Audit checklist: 1) Finalize documentation. 2) Prepare detailed proposal. 3) Address concerns and objections. 4) Monitor progress closely. 5) Present to decision makers. [ID: 4408]|{"account_id": "ACC-093", "region": "Midwest", "product_line": "Cloud"}
user-005|core|Carol Davis here - I'm the Product Manager for Digital Dynamics's sales team. [ID: 4409]|{"account_id": "ACC-005", "region": "Northwest", "product_line": "Cloud"}
user-004|episodic|This morning at 16:00 PM, I closed a deal with Smart Solutions worth $467K annually. The contract was signed after 5 months of negotiations. [ID: 4410]|{"account_id": "ACC-018", "region": "Central", "product_line": "Financial"}
-user-002|knowledge_vault|Data Warehouse Credentials: API Key: sk_p371ni1khbep5mv0ghqrmqzn1n6ka5en, Secret: 5IHG0IRZKNS6SB6YBVODGT4CFGS6U06O4CHXIGXY, Endpoint: https://api.platform.com/v1, Region: us-east-1 [ID: 4411]|{"account_id": "ACC-034", "region": "Midwest", "product_line": "Platform"}
+user-002|knowledge|Data Warehouse Credentials: API Key: sk_p371ni1khbep5mv0ghqrmqzn1n6ka5en, Secret: 5IHG0IRZKNS6SB6YBVODGT4CFGS6U06O4CHXIGXY, Endpoint: https://api.platform.com/v1, Region: us-east-1 [ID: 4411]|{"account_id": "ACC-034", "region": "Midwest", "product_line": "Platform"}
user-002|core|My name is Emma Wilson and I work as a Account Executive at TechCorp. I specialize in AI solutions. [ID: 4412]|{"account_id": "ACC-168", "region": "Central", "product_line": "Financial"}
user-004|resource|# Compensation Plan
@@ -14888,10 +14888,10 @@ We will implement aggressive tactics to achieve our objectives. This includes hi
## Action Items
1) Complete by end of quarter 2) Review weekly progress 3) Adjust strategy as needed [ID: 4413]|{"account_id": "ACC-073", "region": "Southeast", "product_line": "Cloud"}
user-002|core|My name is Emma Wilson and I work as a Sales Engineer at Digital Dynamics. I specialize in data analytics. [ID: 4414]|{"account_id": "ACC-119", "region": "Southwest", "product_line": "Analytics"}
-user-002|knowledge_vault|Salesforce Configuration: URL: https://portal.company.com, Access Token: cibrqg3t4927cm9yyupznv2gc5vt6he0ufwjr3cdch1algd1zq76wcl54nua3jaa, Webhook: https://hooks.company.com/zfvlzr0vq6xpcmz70vp36d9l35q8czrg, Settings: Retry: 7, Timeout: 42s [ID: 4415]|{"account_id": "ACC-052", "region": "Southwest", "product_line": "SMB"}
+user-002|knowledge|Salesforce Configuration: URL: https://portal.company.com, Access Token: cibrqg3t4927cm9yyupznv2gc5vt6he0ufwjr3cdch1algd1zq76wcl54nua3jaa, Webhook: https://hooks.company.com/zfvlzr0vq6xpcmz70vp36d9l35q8czrg, Settings: Retry: 7, Timeout: 42s [ID: 4415]|{"account_id": "ACC-052", "region": "Southwest", "product_line": "SMB"}
user-002|episodic|Last Friday, I attended Tech Conference at Austin. Met 17 potential leads and scheduled 4 follow-up meetings. [ID: 4416]|{"account_id": "ACC-024", "region": "Southeast", "product_line": "Integration"}
user-003|core|I'm Grace Taylor, working as Product Manager in Quantum Systems. My key expertise is in data analytics. [ID: 4417]|{"account_id": "ACC-012", "region": "South", "product_line": "Operations"}
-user-001|knowledge_vault|Salesforce API Credentials: API Key: sk_cgojwmonm8r9s0vhjj9zac695014gg6t, Secret: MN08TRM6RJXEWCTMKBGHP8WUYED7CBFI40UB7OAT, Endpoint: https://api.platform.com/v2, Region: us-west-2 [ID: 4418]|{"account_id": "ACC-176", "region": "South", "product_line": "Financial"}
+user-001|knowledge|Salesforce API Credentials: API Key: sk_cgojwmonm8r9s0vhjj9zac695014gg6t, Secret: MN08TRM6RJXEWCTMKBGHP8WUYED7CBFI40UB7OAT, Endpoint: https://api.platform.com/v2, Region: us-west-2 [ID: 4418]|{"account_id": "ACC-176", "region": "South", "product_line": "Financial"}
user-002|core|David Lee here - I'm the Marketing Director for TechCorp's marketing team. [ID: 4419]|{"account_id": "ACC-200", "region": "South", "product_line": "Cloud"}
user-005|resource|# Complete Territory Assignment
@@ -14923,7 +14923,7 @@ Always document throughout the process
## Resources
Training materials available on internal portal [ID: 4421]|{"account_id": "ACC-052", "region": "Southwest", "product_line": "Marketing"}
-user-005|knowledge_vault|Communication Service Credentials: API Key: sk_hosnyld5830c2hyocxrip9o1lktbvhhr, Secret: RD7F9XJVZ89B1LUT0Y5JRQWG4FAGQJI2G7W0R56O, Endpoint: https://api.service.com/v3, Region: ap-southeast-1 [ID: 4422]|{"account_id": "ACC-037", "region": "Northwest", "product_line": "Integration"}
+user-005|knowledge|Communication Service Credentials: API Key: sk_hosnyld5830c2hyocxrip9o1lktbvhhr, Secret: RD7F9XJVZ89B1LUT0Y5JRQWG4FAGQJI2G7W0R56O, Endpoint: https://api.service.com/v3, Region: ap-southeast-1 [ID: 4422]|{"account_id": "ACC-037", "region": "Northwest", "product_line": "Integration"}
user-002|semantic|Sales Intelligence refers to the measurement of business outcomes. Key characteristics include measurable outcomes, actionable insights, and continuous improvement. [ID: 4423]|{"account_id": "ACC-152", "region": "South", "product_line": "Marketing"}
user-003|procedural|Implementation checklist: 1) Collect feedback regularly. 2) Schedule implementation. 3) Document lessons learned. 4) Prepare detailed proposal. 5) Address concerns and objections. [ID: 4424]|{"account_id": "ACC-045", "region": "West", "product_line": "Analytics"}
user-003|resource|# Comprehensive Sales Enablement Plan
@@ -14943,8 +14943,8 @@ Always monitor throughout the process
Training materials available on internal portal [ID: 4425]|{"account_id": "ACC-159", "region": "International", "product_line": "Cloud"}
user-002|semantic|Sales Intelligence is an essential tool for modern business. It provides benefits such as increased efficiency, better decision making, and improved ROI. [ID: 4426]|{"account_id": "ACC-044", "region": "Central", "product_line": "Cloud"}
user-005|procedural|Onboarding checklist: 1) Review requirements thoroughly. 2) Present to decision makers. 3) Collect feedback regularly. 4) Prepare detailed proposal. 5) Conduct initial assessment. [ID: 4427]|{"account_id": "ACC-096", "region": "Northwest", "product_line": "Operations"}
-user-005|knowledge_vault|Monitoring System Access: Server: staging-db-3.company.com, Port: 5432, Username: admin_1619, Password: k3VefAZAFabEJiAe, Additional: SSL: Required, Timeout: 26s [ID: 4428]|{"account_id": "ACC-013", "region": "East", "product_line": "Analytics"}
-user-003|knowledge_vault|File Storage Access: Server: dev-db-4.company.com, Port: 6379, Username: admin_8563, Password: 61VqbWfYgwIW%dU5, Additional: SSL: Required, Timeout: 21s [ID: 4429]|{"account_id": "ACC-197", "region": "Northwest", "product_line": "Operations"}
+user-005|knowledge|Monitoring System Access: Server: staging-db-3.company.com, Port: 5432, Username: admin_1619, Password: k3VefAZAFabEJiAe, Additional: SSL: Required, Timeout: 26s [ID: 4428]|{"account_id": "ACC-013", "region": "East", "product_line": "Analytics"}
+user-003|knowledge|File Storage Access: Server: dev-db-4.company.com, Port: 6379, Username: admin_8563, Password: 61VqbWfYgwIW%dU5, Additional: SSL: Required, Timeout: 21s [ID: 4429]|{"account_id": "ACC-197", "region": "Northwest", "product_line": "Operations"}
user-005|semantic|Sales Velocity is a key metric for business performance. It helps organizations make data-driven decisions. Critical for strategic planning and optimization. [ID: 4430]|{"account_id": "ACC-048", "region": "Northeast", "product_line": "Marketing"}
user-001|semantic|CRM Platform refers to the measurement of business outcomes. Key characteristics include measurable outcomes, actionable insights, and continuous improvement. [ID: 4431]|{"account_id": "ACC-083", "region": "South", "product_line": "Integration"}
user-002|core|Profile update: Emma Wilson, Customer Success Manager position at FinTech Solutions, responsible for customer retention. [ID: 4432]|{"account_id": "ACC-069", "region": "East", "product_line": "Integration"}
@@ -14965,8 +14965,8 @@ We will implement measured tactics to achieve our objectives. This includes hiri
## Action Items
1) Complete by end of month 2) Review weekly progress 3) Adjust strategy as needed [ID: 4435]|{"account_id": "ACC-046", "region": "Central", "product_line": "Enterprise"}
-user-002|knowledge_vault|Slack Configuration: URL: https://dashboard.company.com, Access Token: gisjp5nj0vj4k2iufq57yngn6fblszqg1yufvbe7ucpjic42ijkft2zcs9sshia2, Webhook: https://hooks.company.com/p2uqzyi9lghb7jz35a49nkatp6gy4yn7, Settings: Retry: 6, Timeout: 99s [ID: 4436]|{"account_id": "ACC-044", "region": "International", "product_line": "Analytics"}
-user-003|knowledge_vault|Zendesk Configuration: URL: https://dashboard.company.com, Access Token: gyjwgvofshw38nq2h66jxy9hh1odaqefu8rdlchjc5p83ad7i79fyz9ps0edbnjs, Webhook: https://hooks.company.com/02wrlgdte66psfeny0xxfohes95rbfpq, Settings: Retry: 4, Timeout: 64s [ID: 4437]|{"account_id": "ACC-150", "region": "International", "product_line": "Security"}
+user-002|knowledge|Slack Configuration: URL: https://dashboard.company.com, Access Token: gisjp5nj0vj4k2iufq57yngn6fblszqg1yufvbe7ucpjic42ijkft2zcs9sshia2, Webhook: https://hooks.company.com/p2uqzyi9lghb7jz35a49nkatp6gy4yn7, Settings: Retry: 6, Timeout: 99s [ID: 4436]|{"account_id": "ACC-044", "region": "International", "product_line": "Analytics"}
+user-003|knowledge|Zendesk Configuration: URL: https://dashboard.company.com, Access Token: gyjwgvofshw38nq2h66jxy9hh1odaqefu8rdlchjc5p83ad7i79fyz9ps0edbnjs, Webhook: https://hooks.company.com/02wrlgdte66psfeny0xxfohes95rbfpq, Settings: Retry: 4, Timeout: 64s [ID: 4437]|{"account_id": "ACC-150", "region": "International", "product_line": "Security"}
user-005|core|I'm Bob Smith, working as Business Development Manager in DataVision Inc. My key expertise is in business intelligence. [ID: 4438]|{"account_id": "ACC-185", "region": "Central", "product_line": "Security"}
user-005|core|I'm Emma Wilson, working as VP of Operations in Innovation Labs. My key expertise is in product strategy. [ID: 4439]|{"account_id": "ACC-046", "region": "South", "product_line": "SMB"}
user-003|semantic|Sales Velocity is a key metric for business performance. It helps organizations make data-driven decisions. Critical for strategic planning and optimization. [ID: 4440]|{"account_id": "ACC-048", "region": "Southeast", "product_line": "Financial"}
@@ -14987,10 +14987,10 @@ We will implement aggressive tactics to achieve our objectives. This includes hi
## Action Items
1) Complete by end of quarter 2) Review weekly progress 3) Adjust strategy as needed [ID: 4442]|{"account_id": "ACC-045", "region": "Midwest", "product_line": "Operations"}
user-005|procedural|Onboarding checklist: 1) Prepare detailed proposal. 2) Identify key stakeholders. 3) Present to decision makers. 4) Conduct initial assessment. 5) Review requirements thoroughly. [ID: 4443]|{"account_id": "ACC-189", "region": "Northeast", "product_line": "Analytics"}
-user-005|knowledge_vault|HubSpot Configuration: URL: https://dashboard.company.com, Access Token: hokgsvkw0qvk0k4plq9rk7x6fm0kcvj6cynbab0mj163bhctdadass9kjra9hyip, Webhook: https://hooks.company.com/zow0jh3ijpqcua6fdja0g6eatxcuaurd, Settings: Retry: 6, Timeout: 46s [ID: 4444]|{"account_id": "ACC-112", "region": "South", "product_line": "Security"}
+user-005|knowledge|HubSpot Configuration: URL: https://dashboard.company.com, Access Token: hokgsvkw0qvk0k4plq9rk7x6fm0kcvj6cynbab0mj163bhctdadass9kjra9hyip, Webhook: https://hooks.company.com/zow0jh3ijpqcua6fdja0g6eatxcuaurd, Settings: Retry: 6, Timeout: 46s [ID: 4444]|{"account_id": "ACC-112", "region": "South", "product_line": "Security"}
user-003|procedural|Customer handoff workflow: Step 1 - Monitor progress closely. Step 2 - Collect feedback regularly. Step 3 - Conduct initial assessment. Step 4 - Address concerns and objections. Step 5 - Negotiate terms and pricing. [ID: 4445]|{"account_id": "ACC-102", "region": "International", "product_line": "SMB"}
user-004|episodic|On Tuesday at 15:00 AM, I had a escalation meeting with Global Enterprises. We discussed integration capabilities and requested proposal revision. [ID: 4446]|{"account_id": "ACC-133", "region": "Southwest", "product_line": "SMB"}
-user-005|knowledge_vault|Analytics Platform Access: Server: staging-db-4.company.com, Port: 6379, Username: admin_4306, Password: ZDUhrbGSSk%r5OO7, Additional: SSL: Required, Timeout: 60s [ID: 4447]|{"account_id": "ACC-178", "region": "Southeast", "product_line": "Enterprise"}
+user-005|knowledge|Analytics Platform Access: Server: staging-db-4.company.com, Port: 6379, Username: admin_4306, Password: ZDUhrbGSSk%r5OO7, Additional: SSL: Required, Timeout: 60s [ID: 4447]|{"account_id": "ACC-178", "region": "Southeast", "product_line": "Enterprise"}
user-001|core|Profile update: Carol Davis, CTO position at DataVision Inc, responsible for product development. [ID: 4448]|{"account_id": "ACC-102", "region": "Northeast", "product_line": "Marketing"}
user-003|semantic|Pipeline Coverage is an essential tool for modern business. It provides benefits such as increased efficiency, better decision making, and improved ROI. [ID: 4449]|{"account_id": "ACC-174", "region": "Central", "product_line": "Analytics"}
user-005|core|I'm Bob Smith, working as Marketing Director in CloudSystems. My key expertise is in cloud architecture. [ID: 4450]|{"account_id": "ACC-081", "region": "Midwest", "product_line": "Operations"}
@@ -15016,7 +15016,7 @@ We will implement aggressive tactics to achieve our objectives. This includes hi
1) Complete by end of quarter 2) Review weekly progress 3) Adjust strategy as needed [ID: 4456]|{"account_id": "ACC-079", "region": "West", "product_line": "Security"}
user-001|semantic|Conversation Intelligence is a key metric for business performance. It helps organizations make data-driven decisions. Critical for strategic planning and optimization. [ID: 4457]|{"account_id": "ACC-013", "region": "International", "product_line": "Marketing"}
user-004|core|Profile update: Bob Smith, Product Manager position at Innovation Labs, responsible for customer retention. [ID: 4458]|{"account_id": "ACC-066", "region": "Northeast", "product_line": "Analytics"}
-user-002|knowledge_vault|HubSpot Configuration: URL: https://app.company.com, Access Token: 87ndi655kcwgf18cqra5b5cf5hh5mv006wrhvkxdax6yzhzu0tn86mhnmw2ssfpy, Webhook: https://hooks.company.com/mb6johfbtl9z8mpqdu1qhqcva8362oqd, Settings: Retry: 10, Timeout: 75s [ID: 4459]|{"account_id": "ACC-179", "region": "International", "product_line": "Security"}
+user-002|knowledge|HubSpot Configuration: URL: https://app.company.com, Access Token: 87ndi655kcwgf18cqra5b5cf5hh5mv006wrhvkxdax6yzhzu0tn86mhnmw2ssfpy, Webhook: https://hooks.company.com/mb6johfbtl9z8mpqdu1qhqcva8362oqd, Settings: Retry: 10, Timeout: 75s [ID: 4459]|{"account_id": "ACC-179", "region": "International", "product_line": "Security"}
user-003|episodic|Yesterday at 16:30 AM, I conducted a product demo for Global Enterprises. Deal moved to final stage. [ID: 4460]|{"account_id": "ACC-117", "region": "International", "product_line": "Analytics"}
user-001|semantic|Win Rate is a key metric for business performance. It helps organizations make data-driven decisions. Critical for strategic planning and optimization. [ID: 4461]|{"account_id": "ACC-154", "region": "Southwest", "product_line": "Financial"}
user-003|procedural|My account planning process: First, Identify key stakeholders. Second, Finalize documentation. Third, Present to decision makers. Fourth, Negotiate terms and pricing. Finally, Schedule implementation. [ID: 4462]|{"account_id": "ACC-030", "region": "East", "product_line": "SMB"}
@@ -15038,7 +15038,7 @@ Training materials available on internal portal [ID: 4463]|{"account_id": "ACC-0
user-004|core|My name is Grace Taylor and I work as a Customer Success Manager at Global Enterprises. I specialize in B2B marketing. [ID: 4464]|{"account_id": "ACC-026", "region": "Northwest", "product_line": "Marketing"}
user-004|semantic|Net Promoter Score is a key metric for business performance. It helps organizations make data-driven decisions. Critical for strategic planning and optimization. [ID: 4465]|{"account_id": "ACC-148", "region": "Southwest", "product_line": "Operations"}
user-002|semantic|Marketing Automation is a key metric for business performance. It helps organizations make data-driven decisions. Critical for strategic planning and optimization. [ID: 4466]|{"account_id": "ACC-033", "region": "Southeast", "product_line": "Integration"}
-user-002|knowledge_vault|Email Server Access: Server: dev-db-3.company.com, Port: 6379, Username: admin_2513, Password: #To10XUYrT#qEVt9, Additional: SSL: Required, Timeout: 54s [ID: 4467]|{"account_id": "ACC-057", "region": "Southeast", "product_line": "Security"}
+user-002|knowledge|Email Server Access: Server: dev-db-3.company.com, Port: 6379, Username: admin_2513, Password: #To10XUYrT#qEVt9, Additional: SSL: Required, Timeout: 54s [ID: 4467]|{"account_id": "ACC-057", "region": "Southeast", "product_line": "Security"}
user-005|semantic|Customer Data Platform is a key metric for business performance. It helps organizations make data-driven decisions. Critical for strategic planning and optimization. [ID: 4468]|{"account_id": "ACC-111", "region": "International", "product_line": "SMB"}
user-005|procedural|My contract renewal process: First, Schedule implementation. Second, Present to decision makers. Third, Negotiate terms and pricing. Fourth, Document lessons learned. Finally, Monitor progress closely. [ID: 4469]|{"account_id": "ACC-095", "region": "Northeast", "product_line": "Financial"}
user-003|episodic|Yesterday at 11:00 PM, I conducted a training session for Digital Dynamics. The feedback was very positive. [ID: 4470]|{"account_id": "ACC-007", "region": "South", "product_line": "Security"}
@@ -15057,7 +15057,7 @@ user-001|procedural|Audit checklist: 1) Prepare detailed proposal. 2) Schedule i
user-005|semantic|CRM Platform is an essential tool for modern business. It provides benefits such as increased efficiency, better decision making, and improved ROI. [ID: 4483]|{"account_id": "ACC-021", "region": "Northeast", "product_line": "Integration"}
user-003|semantic|Revenue Operations refers to the measurement of business outcomes. Key characteristics include measurable outcomes, actionable insights, and continuous improvement. [ID: 4484]|{"account_id": "ACC-187", "region": "Southwest", "product_line": "Platform"}
user-005|episodic|On Wednesday, I had a call with TechCorp regarding feature request. We resolved the problem within 7 hours and they agreed to continue their contract. [ID: 4485]|{"account_id": "ACC-148", "region": "East", "product_line": "Marketing"}
-user-003|knowledge_vault|Communication Service Credentials: API Key: sk_7l1jr2jt1vcm58gblprofjewdtmrzfld, Secret: PBRSWL93M6KJRI5EOP6XYJYM2KQK7FE4CJLS3FGU, Endpoint: https://api.system.com/v2, Region: us-east-1 [ID: 4486]|{"account_id": "ACC-149", "region": "Southwest", "product_line": "Cloud"}
+user-003|knowledge|Communication Service Credentials: API Key: sk_7l1jr2jt1vcm58gblprofjewdtmrzfld, Secret: PBRSWL93M6KJRI5EOP6XYJYM2KQK7FE4CJLS3FGU, Endpoint: https://api.system.com/v2, Region: us-east-1 [ID: 4486]|{"account_id": "ACC-149", "region": "Southwest", "product_line": "Cloud"}
user-002|core|My name is Frank Chen and I work as a Product Manager at FinTech Solutions. I specialize in enterprise sales. [ID: 4487]|{"account_id": "ACC-143", "region": "International", "product_line": "Operations"}
user-004|resource|# Essential Compensation Plan
@@ -15091,7 +15091,7 @@ We will implement aggressive tactics to achieve our objectives. This includes hi
## Action Items
1) Complete by end of month 2) Review weekly progress 3) Adjust strategy as needed [ID: 4491]|{"account_id": "ACC-162", "region": "Southeast", "product_line": "Operations"}
-user-001|knowledge_vault|Azure Credentials: API Key: sk_8fp71hmogp5hjmvxfj0qx804wy2trm5o, Secret: BWKI9CI5TWMT83BEFSLE7P1449SOOBJ0KN0Q68AK, Endpoint: https://api.platform.com/v2, Region: ap-southeast-1 [ID: 4492]|{"account_id": "ACC-110", "region": "Northwest", "product_line": "Security"}
+user-001|knowledge|Azure Credentials: API Key: sk_8fp71hmogp5hjmvxfj0qx804wy2trm5o, Secret: BWKI9CI5TWMT83BEFSLE7P1449SOOBJ0KN0Q68AK, Endpoint: https://api.platform.com/v2, Region: ap-southeast-1 [ID: 4492]|{"account_id": "ACC-110", "region": "Northwest", "product_line": "Security"}
user-001|resource|# Product Pricing Guide
## Overview
@@ -15160,11 +15160,11 @@ Always monitor throughout the process
## Resources
Training materials available on internal portal [ID: 4504]|{"account_id": "ACC-017", "region": "Central", "product_line": "Enterprise"}
-user-005|knowledge_vault|HubSpot Configuration: URL: https://portal.company.com, Access Token: 0ke82dxeu0lvref6wdlqzzs458nrr8eulyr8oalwu8iy7q5e7qc9o6w57wrduw06, Webhook: https://hooks.company.com/5fvqrscp3ohkckddhhpkf6qobt7dwif9, Settings: Retry: 3, Timeout: 74s [ID: 4505]|{"account_id": "ACC-032", "region": "Southeast", "product_line": "Cloud"}
+user-005|knowledge|HubSpot Configuration: URL: https://portal.company.com, Access Token: 0ke82dxeu0lvref6wdlqzzs458nrr8eulyr8oalwu8iy7q5e7qc9o6w57wrduw06, Webhook: https://hooks.company.com/5fvqrscp3ohkckddhhpkf6qobt7dwif9, Settings: Retry: 3, Timeout: 74s [ID: 4505]|{"account_id": "ACC-032", "region": "Southeast", "product_line": "Cloud"}
user-003|core|I'm Grace Taylor, working as Account Executive in FinTech Solutions. My key expertise is in technical consulting. [ID: 4506]|{"account_id": "ACC-040", "region": "Midwest", "product_line": "Operations"}
user-004|semantic|CRM Platform refers to the measurement of business outcomes. Key characteristics include measurable outcomes, actionable insights, and continuous improvement. [ID: 4507]|{"account_id": "ACC-141", "region": "Northwest", "product_line": "Cloud"}
user-003|procedural|My sales qualification process: First, Document lessons learned. Second, Schedule implementation. Third, Identify key stakeholders. Fourth, Review requirements thoroughly. Finally, Monitor progress closely. [ID: 4508]|{"account_id": "ACC-107", "region": "International", "product_line": "Enterprise"}
-user-002|knowledge_vault|Staging Environment Access: Server: staging-db-2.company.com, Port: 8080, Username: admin_1330, Password: %TPmh26E0xgGttXi, Additional: SSL: Required, Timeout: 27s [ID: 4509]|{"account_id": "ACC-023", "region": "Southwest", "product_line": "Operations"}
+user-002|knowledge|Staging Environment Access: Server: staging-db-2.company.com, Port: 8080, Username: admin_1330, Password: %TPmh26E0xgGttXi, Additional: SSL: Required, Timeout: 27s [ID: 4509]|{"account_id": "ACC-023", "region": "Southwest", "product_line": "Operations"}
user-004|resource|# Comprehensive Compensation Plan
## Purpose
@@ -15182,10 +15182,10 @@ Always communicate throughout the process
Training materials available on internal portal [ID: 4510]|{"account_id": "ACC-197", "region": "Central", "product_line": "Platform"}
user-005|semantic|Predictive Analytics is an essential tool for modern business. It provides benefits such as increased efficiency, better decision making, and improved ROI. [ID: 4511]|{"account_id": "ACC-166", "region": "Southwest", "product_line": "SMB"}
user-003|episodic|This morning at 17:00 PM, I closed a deal with DataVision Inc worth $473K annually. The contract was signed after 1 months of negotiations. [ID: 4512]|{"account_id": "ACC-095", "region": "South", "product_line": "Cloud"}
-user-001|knowledge_vault|Zendesk Configuration: URL: https://portal.company.com, Access Token: d2cajxx80dqxetw2hncz1oto92q5wvddt4stjidjdxyqencdtq8vws9dufpj8e7o, Webhook: https://hooks.company.com/bb7vngnuxbcrowivhy4o84h85nfffx1m, Settings: Retry: 5, Timeout: 80s [ID: 4513]|{"account_id": "ACC-148", "region": "Northeast", "product_line": "Integration"}
+user-001|knowledge|Zendesk Configuration: URL: https://portal.company.com, Access Token: d2cajxx80dqxetw2hncz1oto92q5wvddt4stjidjdxyqencdtq8vws9dufpj8e7o, Webhook: https://hooks.company.com/bb7vngnuxbcrowivhy4o84h85nfffx1m, Settings: Retry: 5, Timeout: 80s [ID: 4513]|{"account_id": "ACC-148", "region": "Northeast", "product_line": "Integration"}
user-004|episodic|Yesterday at 9:30 PM, I conducted a product demo for Quantum Systems. Deal moved to final stage. [ID: 4514]|{"account_id": "ACC-018", "region": "South", "product_line": "Enterprise"}
user-003|semantic|Digital Sales Room is a key metric for business performance. It helps organizations make data-driven decisions. Critical for strategic planning and optimization. [ID: 4515]|{"account_id": "ACC-131", "region": "Central", "product_line": "Security"}
-user-001|knowledge_vault|VPN Gateway Access: Server: prod-db-10.company.com, Port: 5432, Username: admin_4160, Password: oRSSkCI8NMKGDCgG, Additional: SSL: Required, Timeout: 60s [ID: 4516]|{"account_id": "ACC-078", "region": "International", "product_line": "Enterprise"}
+user-001|knowledge|VPN Gateway Access: Server: prod-db-10.company.com, Port: 5432, Username: admin_4160, Password: oRSSkCI8NMKGDCgG, Additional: SSL: Required, Timeout: 60s [ID: 4516]|{"account_id": "ACC-078", "region": "International", "product_line": "Enterprise"}
user-004|resource|# Comprehensive Territory Assignment
## Purpose
@@ -15238,9 +15238,9 @@ Always validate throughout the process
## Resources
Training materials available on internal portal [ID: 4525]|{"account_id": "ACC-040", "region": "Northwest", "product_line": "Financial"}
user-002|core|I'm Bob Smith, working as Senior Sales Manager in Global Enterprises. My key expertise is in business intelligence. [ID: 4526]|{"account_id": "ACC-184", "region": "West", "product_line": "Marketing"}
-user-005|knowledge_vault|Production Database Access: Server: prod-db-8.company.com, Port: 27017, Username: admin_5567, Password: nyMTMwfXQvoUAN%Y, Additional: SSL: Required, Timeout: 14s [ID: 4527]|{"account_id": "ACC-178", "region": "Northwest", "product_line": "Integration"}
+user-005|knowledge|Production Database Access: Server: prod-db-8.company.com, Port: 27017, Username: admin_5567, Password: nyMTMwfXQvoUAN%Y, Additional: SSL: Required, Timeout: 14s [ID: 4527]|{"account_id": "ACC-178", "region": "Northwest", "product_line": "Integration"}
user-004|semantic|Predictive Analytics is a key metric for business performance. It helps organizations make data-driven decisions. Critical for strategic planning and optimization. [ID: 4528]|{"account_id": "ACC-184", "region": "Northwest", "product_line": "SMB"}
-user-004|knowledge_vault|Production Database Access: Server: prod-db-8.company.com, Port: 3306, Username: admin_5304, Password: $pAp9OBJXFR7p3BU, Additional: SSL: Required, Timeout: 45s [ID: 4529]|{"account_id": "ACC-121", "region": "Southeast", "product_line": "Security"}
+user-004|knowledge|Production Database Access: Server: prod-db-8.company.com, Port: 3306, Username: admin_5304, Password: $pAp9OBJXFR7p3BU, Additional: SSL: Required, Timeout: 45s [ID: 4529]|{"account_id": "ACC-121", "region": "Southeast", "product_line": "Security"}
user-002|semantic|Pipeline Coverage refers to the measurement of business outcomes. Key characteristics include measurable outcomes, actionable insights, and continuous improvement. [ID: 4530]|{"account_id": "ACC-085", "region": "Northeast", "product_line": "Analytics"}
user-003|semantic|Sales Intelligence refers to the measurement of business outcomes. Key characteristics include measurable outcomes, actionable insights, and continuous improvement. [ID: 4531]|{"account_id": "ACC-039", "region": "International", "product_line": "Analytics"}
user-004|resource|# Comprehensive Sales Enablement Plan
@@ -15259,12 +15259,12 @@ Always document throughout the process
## Resources
Training materials available on internal portal [ID: 4532]|{"account_id": "ACC-108", "region": "South", "product_line": "SMB"}
user-002|core|Profile update: Alice Johnson, Sales Engineer position at NextGen Tech, responsible for customer retention. [ID: 4533]|{"account_id": "ACC-055", "region": "Midwest", "product_line": "Integration"}
-user-004|knowledge_vault|Slack Configuration: URL: https://dashboard.company.com, Access Token: lceygbmqzkhg4i232fm3ia7f7us2n27uofzljfv4dvgpggnutpfrruxaij4b8aa8, Webhook: https://hooks.company.com/oskewdmbjfp2be6hawlvrw9doyu2jdpp, Settings: Retry: 4, Timeout: 96s [ID: 4534]|{"account_id": "ACC-103", "region": "South", "product_line": "Platform"}
+user-004|knowledge|Slack Configuration: URL: https://dashboard.company.com, Access Token: lceygbmqzkhg4i232fm3ia7f7us2n27uofzljfv4dvgpggnutpfrruxaij4b8aa8, Webhook: https://hooks.company.com/oskewdmbjfp2be6hawlvrw9doyu2jdpp, Settings: Retry: 4, Timeout: 96s [ID: 4534]|{"account_id": "ACC-103", "region": "South", "product_line": "Platform"}
user-005|procedural|Forecasting workflow: Step 1 - Document lessons learned. Step 2 - Monitor progress closely. Step 3 - Identify key stakeholders. Step 4 - Review requirements thoroughly. Step 5 - Negotiate terms and pricing. [ID: 4535]|{"account_id": "ACC-143", "region": "East", "product_line": "SMB"}
user-003|procedural|Deal approval workflow: Step 1 - Document lessons learned. Step 2 - Collect feedback regularly. Step 3 - Present to decision makers. Step 4 - Negotiate terms and pricing. Step 5 - Identify key stakeholders. [ID: 4536]|{"account_id": "ACC-113", "region": "Midwest", "product_line": "Financial"}
-user-003|knowledge_vault|Salesforce API Credentials: API Key: sk_5p1m8767h5wo5al6ejbflytg24a7a9r6, Secret: CF046TI6OWSH77G99FTQM9CRTHOVFZ16KWF2Y97F, Endpoint: https://api.service.com/v1, Region: us-west-2 [ID: 4537]|{"account_id": "ACC-088", "region": "Southeast", "product_line": "Platform"}
+user-003|knowledge|Salesforce API Credentials: API Key: sk_5p1m8767h5wo5al6ejbflytg24a7a9r6, Secret: CF046TI6OWSH77G99FTQM9CRTHOVFZ16KWF2Y97F, Endpoint: https://api.service.com/v1, Region: us-west-2 [ID: 4537]|{"account_id": "ACC-088", "region": "Southeast", "product_line": "Platform"}
user-003|procedural|Escalation handling workflow: Step 1 - Prepare detailed proposal. Step 2 - Conduct initial assessment. Step 3 - Negotiate terms and pricing. Step 4 - Collect feedback regularly. Step 5 - Monitor progress closely. [ID: 4538]|{"account_id": "ACC-136", "region": "Northeast", "product_line": "Security"}
-user-002|knowledge_vault|Communication Service Credentials: API Key: sk_q3htcbvqul413prpmm4g0hze6i2bcdvl, Secret: B765R19MFGJNY5U1YFJR9E9OMW53FO039DQCG4AP, Endpoint: https://api.system.com/v2, Region: us-east-1 [ID: 4539]|{"account_id": "ACC-100", "region": "East", "product_line": "Analytics"}
+user-002|knowledge|Communication Service Credentials: API Key: sk_q3htcbvqul413prpmm4g0hze6i2bcdvl, Secret: B765R19MFGJNY5U1YFJR9E9OMW53FO039DQCG4AP, Endpoint: https://api.system.com/v2, Region: us-east-1 [ID: 4539]|{"account_id": "ACC-100", "region": "East", "product_line": "Analytics"}
user-001|resource|# Complete Compensation Plan
## Purpose
@@ -15282,11 +15282,11 @@ Always monitor throughout the process
Training materials available on internal portal [ID: 4540]|{"account_id": "ACC-072", "region": "West", "product_line": "Analytics"}
user-002|core|My name is Frank Chen and I work as a Product Manager at Innovation Labs. I specialize in B2B marketing. [ID: 4541]|{"account_id": "ACC-152", "region": "Northeast", "product_line": "Marketing"}
user-002|semantic|Marketing Automation refers to the measurement of business outcomes. Key characteristics include measurable outcomes, actionable insights, and continuous improvement. [ID: 4542]|{"account_id": "ACC-100", "region": "Midwest", "product_line": "Enterprise"}
-user-003|knowledge_vault|Salesforce Configuration: URL: https://dashboard.company.com, Access Token: bf3a91ibwa64epiz2ybsiu9q5rjv0svv0197gwb4k13g8leh4iidns3rh2jpqay4, Webhook: https://hooks.company.com/zb3g0w23g22m5hykrj3crbjhixi4huor, Settings: Retry: 9, Timeout: 36s [ID: 4543]|{"account_id": "ACC-180", "region": "Southeast", "product_line": "Cloud"}
+user-003|knowledge|Salesforce Configuration: URL: https://dashboard.company.com, Access Token: bf3a91ibwa64epiz2ybsiu9q5rjv0svv0197gwb4k13g8leh4iidns3rh2jpqay4, Webhook: https://hooks.company.com/zb3g0w23g22m5hykrj3crbjhixi4huor, Settings: Retry: 9, Timeout: 36s [ID: 4543]|{"account_id": "ACC-180", "region": "Southeast", "product_line": "Cloud"}
user-003|procedural|Opportunity management workflow: Step 1 - Finalize documentation. Step 2 - Schedule implementation. Step 3 - Present to decision makers. Step 4 - Prepare detailed proposal. Step 5 - Identify key stakeholders. [ID: 4544]|{"account_id": "ACC-143", "region": "West", "product_line": "Enterprise"}
user-005|semantic|Conversation Intelligence is an essential tool for modern business. It provides benefits such as increased efficiency, better decision making, and improved ROI. [ID: 4545]|{"account_id": "ACC-018", "region": "Northwest", "product_line": "Financial"}
user-005|semantic|Customer Data Platform refers to the measurement of business outcomes. Key characteristics include measurable outcomes, actionable insights, and continuous improvement. [ID: 4546]|{"account_id": "ACC-117", "region": "Southwest", "product_line": "Analytics"}
-user-002|knowledge_vault|Zendesk Configuration: URL: https://app.company.com, Access Token: 7ijpjy6y1oo2zknhqq2tv0cl5de1bvl02317b2hwng6ah7e9qm74yyhw4rr4lcdr, Webhook: https://hooks.company.com/s3akwx8g9lw5bbqu2n6gvsop7r2z76p4, Settings: Retry: 10, Timeout: 110s [ID: 4547]|{"account_id": "ACC-052", "region": "West", "product_line": "Marketing"}
+user-002|knowledge|Zendesk Configuration: URL: https://app.company.com, Access Token: 7ijpjy6y1oo2zknhqq2tv0cl5de1bvl02317b2hwng6ah7e9qm74yyhw4rr4lcdr, Webhook: https://hooks.company.com/s3akwx8g9lw5bbqu2n6gvsop7r2z76p4, Settings: Retry: 10, Timeout: 110s [ID: 4547]|{"account_id": "ACC-052", "region": "West", "product_line": "Marketing"}
user-003|core|Profile update: Iris Martinez, Solutions Architect position at CloudSystems, responsible for team leadership. [ID: 4548]|{"account_id": "ACC-050", "region": "Northeast", "product_line": "Operations"}
user-004|procedural|Audit checklist: 1) Present to decision makers. 2) Document lessons learned. 3) Conduct initial assessment. 4) Review requirements thoroughly. 5) Collect feedback regularly. [ID: 4549]|{"account_id": "ACC-046", "region": "Northeast", "product_line": "Platform"}
user-005|resource|# Customer Success Playbook
@@ -15320,9 +15320,9 @@ Always validate throughout the process
## Resources
Training materials available on internal portal [ID: 4551]|{"account_id": "ACC-062", "region": "South", "product_line": "Operations"}
user-005|procedural|Migration checklist: 1) Negotiate terms and pricing. 2) Conduct initial assessment. 3) Schedule implementation. 4) Collect feedback regularly. 5) Prepare detailed proposal. [ID: 4552]|{"account_id": "ACC-008", "region": "Central", "product_line": "Operations"}
-user-003|knowledge_vault|Stripe Configuration: URL: https://portal.company.com, Access Token: 4bkijdo38sgufu9ff0fevapxnp34buapwidgbo60ql9s6iqkavqo1vzayz0e3d2x, Webhook: https://hooks.company.com/srsr03j31hb8o3wvzy192y00rvac112b, Settings: Retry: 8, Timeout: 109s [ID: 4553]|{"account_id": "ACC-023", "region": "Southeast", "product_line": "Integration"}
+user-003|knowledge|Stripe Configuration: URL: https://portal.company.com, Access Token: 4bkijdo38sgufu9ff0fevapxnp34buapwidgbo60ql9s6iqkavqo1vzayz0e3d2x, Webhook: https://hooks.company.com/srsr03j31hb8o3wvzy192y00rvac112b, Settings: Retry: 8, Timeout: 109s [ID: 4553]|{"account_id": "ACC-023", "region": "Southeast", "product_line": "Integration"}
user-005|core|I'm Carol Davis, working as Account Executive in NextGen Tech. My key expertise is in technical consulting. [ID: 4554]|{"account_id": "ACC-088", "region": "West", "product_line": "Platform"}
-user-004|knowledge_vault|Salesforce Configuration: URL: https://app.company.com, Access Token: ksols88ckc5m39ghq0uc1v7mgy8w18lr8duywwr38aap3stbq3ffqieqibet3j2h, Webhook: https://hooks.company.com/ocrwxo4fhdnu6wrmfjxewmr4of6r2trl, Settings: Retry: 5, Timeout: 84s [ID: 4555]|{"account_id": "ACC-200", "region": "Northwest", "product_line": "Operations"}
+user-004|knowledge|Salesforce Configuration: URL: https://app.company.com, Access Token: ksols88ckc5m39ghq0uc1v7mgy8w18lr8duywwr38aap3stbq3ffqieqibet3j2h, Webhook: https://hooks.company.com/ocrwxo4fhdnu6wrmfjxewmr4of6r2trl, Settings: Retry: 5, Timeout: 84s [ID: 4555]|{"account_id": "ACC-200", "region": "Northwest", "product_line": "Operations"}
user-003|semantic|Pipeline Coverage is a key metric for business performance. It helps organizations make data-driven decisions. Critical for strategic planning and optimization. [ID: 4556]|{"account_id": "ACC-159", "region": "Northwest", "product_line": "Marketing"}
user-003|resource|# Comprehensive Territory Assignment
@@ -15415,7 +15415,7 @@ user-001|procedural|Contract negotiation workflow: Step 1 - Identify key stakeho
user-004|core|I'm Jack Anderson, Business Development Manager at NextGen Tech. My focus areas are customer engagement and business intelligence. [ID: 4575]|{"account_id": "ACC-196", "region": "Southeast", "product_line": "Operations"}
user-004|core|Profile update: Alice Johnson, Customer Success Manager position at DataVision Inc, responsible for customer retention. [ID: 4576]|{"account_id": "ACC-011", "region": "Midwest", "product_line": "Security"}
user-005|core|I'm Grace Taylor, working as Business Development Manager in Innovation Labs. My key expertise is in customer engagement. [ID: 4577]|{"account_id": "ACC-085", "region": "East", "product_line": "Enterprise"}
-user-003|knowledge_vault|AWS Credentials: API Key: sk_yv45hsokwqaz2f49bt3rodmbtzhjr5nr, Secret: 75AR39Z7MR7A1OB9IBNF82LEWXH5PGS6K66HL7D8, Endpoint: https://api.system.com/v1, Region: us-east-1 [ID: 4578]|{"account_id": "ACC-057", "region": "Southeast", "product_line": "Operations"}
+user-003|knowledge|AWS Credentials: API Key: sk_yv45hsokwqaz2f49bt3rodmbtzhjr5nr, Secret: 75AR39Z7MR7A1OB9IBNF82LEWXH5PGS6K66HL7D8, Endpoint: https://api.system.com/v1, Region: us-east-1 [ID: 4578]|{"account_id": "ACC-057", "region": "Southeast", "product_line": "Operations"}
user-001|resource|# Essential Customer Success Playbook
## Purpose
@@ -15432,7 +15432,7 @@ Always communicate throughout the process
## Resources
Training materials available on internal portal [ID: 4579]|{"account_id": "ACC-023", "region": "East", "product_line": "Analytics"}
user-001|procedural|Migration checklist: 1) Collect feedback regularly. 2) Identify key stakeholders. 3) Finalize documentation. 4) Document lessons learned. 5) Schedule implementation. [ID: 4580]|{"account_id": "ACC-196", "region": "Southwest", "product_line": "Platform"}
-user-001|knowledge_vault|Monitoring System Access: Server: prod-db-1.company.com, Port: 3306, Username: admin_8412, Password: YDVSG3jecgLUqWej, Additional: SSL: Required, Timeout: 34s [ID: 4581]|{"account_id": "ACC-155", "region": "Southeast", "product_line": "Enterprise"}
+user-001|knowledge|Monitoring System Access: Server: prod-db-1.company.com, Port: 3306, Username: admin_8412, Password: YDVSG3jecgLUqWej, Additional: SSL: Required, Timeout: 34s [ID: 4581]|{"account_id": "ACC-155", "region": "Southeast", "product_line": "Enterprise"}
user-004|resource|# Compensation Plan
## Overview
@@ -15494,21 +15494,21 @@ Always validate throughout the process
## Resources
Training materials available on internal portal [ID: 4586]|{"account_id": "ACC-085", "region": "Southwest", "product_line": "Platform"}
-user-001|knowledge_vault|VPN Gateway Access: Server: dev-db-10.company.com, Port: 6379, Username: admin_2585, Password: JUD6tzS3nyMAQCGX, Additional: SSL: Required, Timeout: 11s [ID: 4587]|{"account_id": "ACC-125", "region": "East", "product_line": "Analytics"}
-user-002|knowledge_vault|Stripe Configuration: URL: https://dashboard.company.com, Access Token: xc8xep1c76ngs9lps0ap4jgh88i95imsdhm1whjduc9feea4cxlx47klk9yiwgjv, Webhook: https://hooks.company.com/5n25vv05pgxcyunfjjs8xv2f00a6jcbx, Settings: Retry: 8, Timeout: 110s [ID: 4588]|{"account_id": "ACC-137", "region": "East", "product_line": "Integration"}
+user-001|knowledge|VPN Gateway Access: Server: dev-db-10.company.com, Port: 6379, Username: admin_2585, Password: JUD6tzS3nyMAQCGX, Additional: SSL: Required, Timeout: 11s [ID: 4587]|{"account_id": "ACC-125", "region": "East", "product_line": "Analytics"}
+user-002|knowledge|Stripe Configuration: URL: https://dashboard.company.com, Access Token: xc8xep1c76ngs9lps0ap4jgh88i95imsdhm1whjduc9feea4cxlx47klk9yiwgjv, Webhook: https://hooks.company.com/5n25vv05pgxcyunfjjs8xv2f00a6jcbx, Settings: Retry: 8, Timeout: 110s [ID: 4588]|{"account_id": "ACC-137", "region": "East", "product_line": "Integration"}
user-001|procedural|Audit checklist: 1) Address concerns and objections. 2) Collect feedback regularly. 3) Monitor progress closely. 4) Negotiate terms and pricing. 5) Prepare detailed proposal. [ID: 4589]|{"account_id": "ACC-054", "region": "Southeast", "product_line": "Cloud"}
user-001|procedural|Review checklist: 1) Schedule implementation. 2) Present to decision makers. 3) Collect feedback regularly. 4) Prepare detailed proposal. 5) Conduct initial assessment. [ID: 4590]|{"account_id": "ACC-072", "region": "Northwest", "product_line": "Operations"}
-user-001|knowledge_vault|Slack Configuration: URL: https://app.company.com, Access Token: fgas7b9sy7xenhmu1mi33mleta0an6q4ka10pevc8dcd0zx4j3z2w01gpc4aag65, Webhook: https://hooks.company.com/vp996wcpbtiqdldnagih6uvvxqbxayzp, Settings: Retry: 7, Timeout: 69s [ID: 4591]|{"account_id": "ACC-161", "region": "Southwest", "product_line": "Enterprise"}
+user-001|knowledge|Slack Configuration: URL: https://app.company.com, Access Token: fgas7b9sy7xenhmu1mi33mleta0an6q4ka10pevc8dcd0zx4j3z2w01gpc4aag65, Webhook: https://hooks.company.com/vp996wcpbtiqdldnagih6uvvxqbxayzp, Settings: Retry: 7, Timeout: 69s [ID: 4591]|{"account_id": "ACC-161", "region": "Southwest", "product_line": "Enterprise"}
user-004|core|My name is David Lee and I work as a Product Manager at CloudSystems. I specialize in data analytics. [ID: 4592]|{"account_id": "ACC-019", "region": "South", "product_line": "Security"}
user-002|procedural|Escalation handling workflow: Step 1 - Document lessons learned. Step 2 - Prepare detailed proposal. Step 3 - Address concerns and objections. Step 4 - Collect feedback regularly. Step 5 - Finalize documentation. [ID: 4593]|{"account_id": "ACC-041", "region": "West", "product_line": "Platform"}
user-004|semantic|Sales Intelligence is a key metric for business performance. It helps organizations make data-driven decisions. Critical for strategic planning and optimization. [ID: 4594]|{"account_id": "ACC-007", "region": "Midwest", "product_line": "Platform"}
-user-002|knowledge_vault|Analytics Platform Access: Server: dev-db-5.company.com, Port: 5432, Username: admin_3669, Password: BdPSUjA9bcwTgunC, Additional: SSL: Required, Timeout: 26s [ID: 4595]|{"account_id": "ACC-134", "region": "Midwest", "product_line": "SMB"}
-user-004|knowledge_vault|HubSpot Configuration: URL: https://portal.company.com, Access Token: ibu0ehu2x3ybraibz21r9vnappjdyydm9vryr38z7df4vxv6emit70h4e4q2gk7n, Webhook: https://hooks.company.com/3sj14j7ikfvrmx65ygmjlp05bclzszr0, Settings: Retry: 9, Timeout: 67s [ID: 4596]|{"account_id": "ACC-111", "region": "South", "product_line": "Marketing"}
+user-002|knowledge|Analytics Platform Access: Server: dev-db-5.company.com, Port: 5432, Username: admin_3669, Password: BdPSUjA9bcwTgunC, Additional: SSL: Required, Timeout: 26s [ID: 4595]|{"account_id": "ACC-134", "region": "Midwest", "product_line": "SMB"}
+user-004|knowledge|HubSpot Configuration: URL: https://portal.company.com, Access Token: ibu0ehu2x3ybraibz21r9vnappjdyydm9vryr38z7df4vxv6emit70h4e4q2gk7n, Webhook: https://hooks.company.com/3sj14j7ikfvrmx65ygmjlp05bclzszr0, Settings: Retry: 9, Timeout: 67s [ID: 4596]|{"account_id": "ACC-111", "region": "South", "product_line": "Marketing"}
user-001|procedural|Review checklist: 1) Document lessons learned. 2) Identify key stakeholders. 3) Negotiate terms and pricing. 4) Review requirements thoroughly. 5) Prepare detailed proposal. [ID: 4597]|{"account_id": "ACC-053", "region": "Northwest", "product_line": "Financial"}
user-003|episodic|This morning at 16:30 PM, I closed a deal with Global Enterprises worth $269K annually. The contract was signed after 3 months of negotiations. [ID: 4598]|{"account_id": "ACC-016", "region": "Southeast", "product_line": "Financial"}
user-004|episodic|This morning at 9:30 PM, I closed a deal with CloudSystems worth $122K annually. The contract was signed after 5 months of negotiations. [ID: 4599]|{"account_id": "ACC-157", "region": "Northeast", "product_line": "Marketing"}
user-003|semantic|Sales Velocity refers to the measurement of business outcomes. Key characteristics include measurable outcomes, actionable insights, and continuous improvement. [ID: 4600]|{"account_id": "ACC-149", "region": "Central", "product_line": "Cloud"}
-user-003|knowledge_vault|Azure Credentials: API Key: sk_z8rbif0bri093nijm6x7h7j1trygmpr9, Secret: W614SY04MVUPGZUXMMMWHNCN9AMOJOQFIKYS5C9U, Endpoint: https://api.system.com/v1, Region: ap-southeast-1 [ID: 4601]|{"account_id": "ACC-161", "region": "South", "product_line": "SMB"}
+user-003|knowledge|Azure Credentials: API Key: sk_z8rbif0bri093nijm6x7h7j1trygmpr9, Secret: W614SY04MVUPGZUXMMMWHNCN9AMOJOQFIKYS5C9U, Endpoint: https://api.system.com/v1, Region: ap-southeast-1 [ID: 4601]|{"account_id": "ACC-161", "region": "South", "product_line": "SMB"}
user-003|episodic|Yesterday at 14:00 PM, I conducted a consultation for TechCorp. The feedback was very positive. [ID: 4602]|{"account_id": "ACC-159", "region": "Southwest", "product_line": "Marketing"}
user-001|procedural|Migration checklist: 1) Negotiate terms and pricing. 2) Monitor progress closely. 3) Review requirements thoroughly. 4) Conduct initial assessment. 5) Document lessons learned. [ID: 4603]|{"account_id": "ACC-174", "region": "Northwest", "product_line": "Integration"}
user-005|episodic|On Thursday at 10:00 PM, I had a product demo with Global Enterprises. We discussed performance metrics and agreed to extend contract. [ID: 4604]|{"account_id": "ACC-076", "region": "West", "product_line": "Operations"}
@@ -15552,7 +15552,7 @@ Always validate throughout the process
## Resources
Training materials available on internal portal [ID: 4616]|{"account_id": "ACC-068", "region": "South", "product_line": "Analytics"}
-user-003|knowledge_vault|Marketing Platform Credentials: API Key: sk_mktqezylnaz7zarvxps6vc2gpwqbczfa, Secret: QN7A6W4RTF5V02CVQC3AK0758IJ1CO5NRQYDEGB5, Endpoint: https://api.service.com/v2, Region: ap-southeast-1 [ID: 4617]|{"account_id": "ACC-074", "region": "Midwest", "product_line": "Platform"}
+user-003|knowledge|Marketing Platform Credentials: API Key: sk_mktqezylnaz7zarvxps6vc2gpwqbczfa, Secret: QN7A6W4RTF5V02CVQC3AK0758IJ1CO5NRQYDEGB5, Endpoint: https://api.service.com/v2, Region: ap-southeast-1 [ID: 4617]|{"account_id": "ACC-074", "region": "Midwest", "product_line": "Platform"}
user-004|resource|# Competitive Analysis
## Overview
@@ -15575,8 +15575,8 @@ user-004|core|My name is Alice Johnson and I work as a Sales Engineer at Global
user-003|core|Bob Smith here - I'm the Customer Success Manager for NextGen Tech's marketing team. [ID: 4623]|{"account_id": "ACC-172", "region": "Southwest", "product_line": "Integration"}
user-004|core|My name is Bob Smith and I work as a Product Manager at Quantum Systems. I specialize in enterprise sales. [ID: 4624]|{"account_id": "ACC-056", "region": "Southwest", "product_line": "Platform"}
user-002|semantic|Net Promoter Score refers to the measurement of business outcomes. Key characteristics include measurable outcomes, actionable insights, and continuous improvement. [ID: 4625]|{"account_id": "ACC-130", "region": "Midwest", "product_line": "Security"}
-user-004|knowledge_vault|Stripe Configuration: URL: https://dashboard.company.com, Access Token: 6wnjhfpogqbe5w0mm49t1z1vl8v3mtbuzc7yi072x9yeobm7a3os2p77rxpuqzx0, Webhook: https://hooks.company.com/mwc9baco8v4ni6l9hd9k6kwn1sxd84ym, Settings: Retry: 10, Timeout: 80s [ID: 4626]|{"account_id": "ACC-198", "region": "South", "product_line": "Operations"}
-user-005|knowledge_vault|Analytics Platform Access: Server: dev-db-5.company.com, Port: 27017, Username: admin_7746, Password: s@fE@UiqNYiSMVd$, Additional: SSL: Required, Timeout: 43s [ID: 4627]|{"account_id": "ACC-152", "region": "Northeast", "product_line": "Analytics"}
+user-004|knowledge|Stripe Configuration: URL: https://dashboard.company.com, Access Token: 6wnjhfpogqbe5w0mm49t1z1vl8v3mtbuzc7yi072x9yeobm7a3os2p77rxpuqzx0, Webhook: https://hooks.company.com/mwc9baco8v4ni6l9hd9k6kwn1sxd84ym, Settings: Retry: 10, Timeout: 80s [ID: 4626]|{"account_id": "ACC-198", "region": "South", "product_line": "Operations"}
+user-005|knowledge|Analytics Platform Access: Server: dev-db-5.company.com, Port: 27017, Username: admin_7746, Password: s@fE@UiqNYiSMVd$, Additional: SSL: Required, Timeout: 43s [ID: 4627]|{"account_id": "ACC-152", "region": "Northeast", "product_line": "Analytics"}
user-001|semantic|Account-Based Marketing refers to the measurement of business outcomes. Key characteristics include measurable outcomes, actionable insights, and continuous improvement. [ID: 4628]|{"account_id": "ACC-157", "region": "International", "product_line": "Platform"}
user-004|semantic|Pipeline Coverage is an essential tool for modern business. It provides benefits such as increased efficiency, better decision making, and improved ROI. [ID: 4629]|{"account_id": "ACC-151", "region": "International", "product_line": "SMB"}
user-001|semantic|Pipeline Coverage is an essential tool for modern business. It provides benefits such as increased efficiency, better decision making, and improved ROI. [ID: 4630]|{"account_id": "ACC-058", "region": "South", "product_line": "Analytics"}
@@ -15614,7 +15614,7 @@ Always validate throughout the process
Training materials available on internal portal [ID: 4634]|{"account_id": "ACC-003", "region": "Southeast", "product_line": "Enterprise"}
user-001|procedural|Audit checklist: 1) Document lessons learned. 2) Review requirements thoroughly. 3) Prepare detailed proposal. 4) Schedule implementation. 5) Monitor progress closely. [ID: 4635]|{"account_id": "ACC-110", "region": "Midwest", "product_line": "Financial"}
user-003|procedural|Implementation checklist: 1) Schedule implementation. 2) Present to decision makers. 3) Conduct initial assessment. 4) Prepare detailed proposal. 5) Monitor progress closely. [ID: 4636]|{"account_id": "ACC-039", "region": "Central", "product_line": "Financial"}
-user-004|knowledge_vault|HubSpot Configuration: URL: https://dashboard.company.com, Access Token: dhqz638v6z7ps5579k0ernwgad3kpe89i99ep5796c6ktoaw4fbg1st9z80ud72z, Webhook: https://hooks.company.com/of342jakahz8xdywc1l606wpnt0wp59e, Settings: Retry: 3, Timeout: 99s [ID: 4637]|{"account_id": "ACC-057", "region": "Southwest", "product_line": "Platform"}
+user-004|knowledge|HubSpot Configuration: URL: https://dashboard.company.com, Access Token: dhqz638v6z7ps5579k0ernwgad3kpe89i99ep5796c6ktoaw4fbg1st9z80ud72z, Webhook: https://hooks.company.com/of342jakahz8xdywc1l606wpnt0wp59e, Settings: Retry: 3, Timeout: 99s [ID: 4637]|{"account_id": "ACC-057", "region": "Southwest", "product_line": "Platform"}
user-002|procedural|My account planning process: First, Monitor progress closely. Second, Schedule implementation. Third, Document lessons learned. Fourth, Conduct initial assessment. Finally, Prepare detailed proposal. [ID: 4638]|{"account_id": "ACC-170", "region": "East", "product_line": "Security"}
user-001|procedural|Deal approval workflow: Step 1 - Identify key stakeholders. Step 2 - Address concerns and objections. Step 3 - Negotiate terms and pricing. Step 4 - Present to decision makers. Step 5 - Collect feedback regularly. [ID: 4639]|{"account_id": "ACC-028", "region": "Northeast", "product_line": "Operations"}
user-004|resource|# Territory Assignment
@@ -15635,13 +15635,13 @@ We will implement aggressive tactics to achieve our objectives. This includes hi
user-001|core|Grace Taylor here - I'm the Senior Sales Manager for Quantum Systems's engineering team. [ID: 4641]|{"account_id": "ACC-049", "region": "South", "product_line": "Financial"}
user-004|semantic|Lead Qualification Framework is an essential tool for modern business. It provides benefits such as increased efficiency, better decision making, and improved ROI. [ID: 4642]|{"account_id": "ACC-007", "region": "Northeast", "product_line": "Security"}
user-003|semantic|Customer Churn is a key metric for business performance. It helps organizations make data-driven decisions. Critical for strategic planning and optimization. [ID: 4643]|{"account_id": "ACC-018", "region": "Central", "product_line": "Financial"}
-user-002|knowledge_vault|File Storage Access: Server: prod-db-1.company.com, Port: 6379, Username: admin_5743, Password: IacU2s%pHl7!icT7, Additional: SSL: Required, Timeout: 24s [ID: 4644]|{"account_id": "ACC-059", "region": "Central", "product_line": "Integration"}
-user-003|knowledge_vault|Integration Hub Credentials: API Key: sk_4ilzbuqj09kuncitderpru6ntfsdatn2, Secret: YOBB3S7S8O2ILVZ8GQMVQZH9Q0JBY6NR4EZ1RKZ6, Endpoint: https://api.platform.com/v3, Region: eu-west-1 [ID: 4645]|{"account_id": "ACC-118", "region": "South", "product_line": "Security"}
+user-002|knowledge|File Storage Access: Server: prod-db-1.company.com, Port: 6379, Username: admin_5743, Password: IacU2s%pHl7!icT7, Additional: SSL: Required, Timeout: 24s [ID: 4644]|{"account_id": "ACC-059", "region": "Central", "product_line": "Integration"}
+user-003|knowledge|Integration Hub Credentials: API Key: sk_4ilzbuqj09kuncitderpru6ntfsdatn2, Secret: YOBB3S7S8O2ILVZ8GQMVQZH9Q0JBY6NR4EZ1RKZ6, Endpoint: https://api.platform.com/v3, Region: eu-west-1 [ID: 4645]|{"account_id": "ACC-118", "region": "South", "product_line": "Security"}
user-003|procedural|My contract renewal process: First, Review requirements thoroughly. Second, Address concerns and objections. Third, Document lessons learned. Fourth, Finalize documentation. Finally, Collect feedback regularly. [ID: 4646]|{"account_id": "ACC-028", "region": "Southwest", "product_line": "Analytics"}
user-004|episodic|Yesterday at 8:30 AM, I conducted a consultation for FinTech Solutions. They requested a follow-up. [ID: 4647]|{"account_id": "ACC-150", "region": "West", "product_line": "Operations"}
user-004|semantic|Customer Lifetime Value refers to the measurement of business outcomes. Key characteristics include measurable outcomes, actionable insights, and continuous improvement. [ID: 4648]|{"account_id": "ACC-113", "region": "International", "product_line": "Cloud"}
user-002|semantic|Pipeline Coverage refers to the measurement of business outcomes. Key characteristics include measurable outcomes, actionable insights, and continuous improvement. [ID: 4649]|{"account_id": "ACC-059", "region": "Southeast", "product_line": "Operations"}
-user-001|knowledge_vault|Analytics Platform Access: Server: dev-db-4.company.com, Port: 5432, Username: admin_8498, Password: 89mPlC92Ho%GPBX1, Additional: SSL: Required, Timeout: 16s [ID: 4650]|{"account_id": "ACC-158", "region": "West", "product_line": "Cloud"}
+user-001|knowledge|Analytics Platform Access: Server: dev-db-4.company.com, Port: 5432, Username: admin_8498, Password: 89mPlC92Ho%GPBX1, Additional: SSL: Required, Timeout: 16s [ID: 4650]|{"account_id": "ACC-158", "region": "West", "product_line": "Cloud"}
user-004|semantic|Win Rate is an essential tool for modern business. It provides benefits such as increased efficiency, better decision making, and improved ROI. [ID: 4651]|{"account_id": "ACC-176", "region": "International", "product_line": "Platform"}
user-002|procedural|Review checklist: 1) Finalize documentation. 2) Negotiate terms and pricing. 3) Collect feedback regularly. 4) Review requirements thoroughly. 5) Present to decision makers. [ID: 4652]|{"account_id": "ACC-140", "region": "International", "product_line": "Security"}
user-002|resource|# Essential Market Analysis Report
@@ -15659,13 +15659,13 @@ Always validate throughout the process
## Resources
Training materials available on internal portal [ID: 4653]|{"account_id": "ACC-163", "region": "Midwest", "product_line": "Cloud"}
-user-005|knowledge_vault|AWS Credentials: API Key: sk_xfuq3ipxb3qrfsurecerdkeeiq9j9stl, Secret: OTU6CEJKRW9X12H1ZI0KPO787ARN1BVGYF39D95X, Endpoint: https://api.service.com/v1, Region: us-east-1 [ID: 4654]|{"account_id": "ACC-129", "region": "Midwest", "product_line": "Marketing"}
+user-005|knowledge|AWS Credentials: API Key: sk_xfuq3ipxb3qrfsurecerdkeeiq9j9stl, Secret: OTU6CEJKRW9X12H1ZI0KPO787ARN1BVGYF39D95X, Endpoint: https://api.service.com/v1, Region: us-east-1 [ID: 4654]|{"account_id": "ACC-129", "region": "Midwest", "product_line": "Marketing"}
user-004|procedural|My sales qualification process: First, Monitor progress closely. Second, Conduct initial assessment. Third, Review requirements thoroughly. Fourth, Collect feedback regularly. Finally, Document lessons learned. [ID: 4655]|{"account_id": "ACC-141", "region": "International", "product_line": "Marketing"}
user-001|core|Iris Martinez here - I'm the CTO for Quantum Systems's operations team. [ID: 4656]|{"account_id": "ACC-155", "region": "Northwest", "product_line": "Analytics"}
user-003|core|Frank Chen here - I'm the CTO for Innovation Labs's sales team. [ID: 4657]|{"account_id": "ACC-161", "region": "Northwest", "product_line": "Enterprise"}
user-002|episodic|Last Thursday, I attended Trade Show at Boston. Met 31 potential leads and scheduled 10 follow-up meetings. [ID: 4658]|{"account_id": "ACC-131", "region": "Central", "product_line": "SMB"}
user-001|semantic|Win Rate refers to the measurement of business outcomes. Key characteristics include measurable outcomes, actionable insights, and continuous improvement. [ID: 4659]|{"account_id": "ACC-041", "region": "Central", "product_line": "Financial"}
-user-004|knowledge_vault|Zendesk Configuration: URL: https://portal.company.com, Access Token: g650047abrtz5054ocdjlmrgr35q53kr433kkn32l8grwfua5xojuo4ienjjoz2r, Webhook: https://hooks.company.com/qbpzeimzuq4whtk1xko5afvhqhpep8n4, Settings: Retry: 8, Timeout: 52s [ID: 4660]|{"account_id": "ACC-154", "region": "Northeast", "product_line": "Cloud"}
+user-004|knowledge|Zendesk Configuration: URL: https://portal.company.com, Access Token: g650047abrtz5054ocdjlmrgr35q53kr433kkn32l8grwfua5xojuo4ienjjoz2r, Webhook: https://hooks.company.com/qbpzeimzuq4whtk1xko5afvhqhpep8n4, Settings: Retry: 8, Timeout: 52s [ID: 4660]|{"account_id": "ACC-154", "region": "Northeast", "product_line": "Cloud"}
user-004|procedural|Onboarding checklist: 1) Present to decision makers. 2) Schedule implementation. 3) Negotiate terms and pricing. 4) Identify key stakeholders. 5) Document lessons learned. [ID: 4661]|{"account_id": "ACC-168", "region": "Southwest", "product_line": "Integration"}
user-002|episodic|Yesterday at 10:30 PM, I conducted a product demo for Smart Solutions. We identified next steps. [ID: 4662]|{"account_id": "ACC-034", "region": "South", "product_line": "Analytics"}
user-004|core|I'm Grace Taylor, Business Development Manager at DataVision Inc. My focus areas are AI solutions and business intelligence. [ID: 4663]|{"account_id": "ACC-130", "region": "Midwest", "product_line": "Security"}
@@ -15691,7 +15691,7 @@ Always validate throughout the process
## Resources
Training materials available on internal portal [ID: 4671]|{"account_id": "ACC-018", "region": "Southwest", "product_line": "Platform"}
-user-002|knowledge_vault|File Storage Access: Server: prod-db-9.company.com, Port: 3306, Username: admin_1250, Password: zinLD9oQQbe9qCLc, Additional: SSL: Required, Timeout: 23s [ID: 4672]|{"account_id": "ACC-192", "region": "East", "product_line": "Security"}
+user-002|knowledge|File Storage Access: Server: prod-db-9.company.com, Port: 3306, Username: admin_1250, Password: zinLD9oQQbe9qCLc, Additional: SSL: Required, Timeout: 23s [ID: 4672]|{"account_id": "ACC-192", "region": "East", "product_line": "Security"}
user-003|episodic|This morning at 17:30 PM, I closed a deal with FinTech Solutions worth $206K annually. The contract was signed after 4 months of negotiations. [ID: 4673]|{"account_id": "ACC-067", "region": "South", "product_line": "Security"}
user-005|semantic|Customer Lifetime Value is an essential tool for modern business. It provides benefits such as increased efficiency, better decision making, and improved ROI. [ID: 4674]|{"account_id": "ACC-199", "region": "West", "product_line": "Platform"}
user-003|episodic|Last Wednesday, I attended Trade Show at Chicago. Met 12 potential leads and scheduled 12 follow-up meetings. [ID: 4675]|{"account_id": "ACC-060", "region": "Central", "product_line": "Security"}
@@ -15705,8 +15705,8 @@ user-001|core|My name is Iris Martinez and I work as a Customer Success Manager
user-003|core|I'm David Lee, working as Solutions Architect in Quantum Systems. My key expertise is in customer engagement. [ID: 4683]|{"account_id": "ACC-005", "region": "Central", "product_line": "Financial"}
user-005|procedural|Forecasting workflow: Step 1 - Finalize documentation. Step 2 - Collect feedback regularly. Step 3 - Identify key stakeholders. Step 4 - Document lessons learned. Step 5 - Conduct initial assessment. [ID: 4684]|{"account_id": "ACC-085", "region": "East", "product_line": "Operations"}
user-002|core|Profile update: David Lee, Business Development Manager position at TechCorp, responsible for product development. [ID: 4685]|{"account_id": "ACC-013", "region": "Midwest", "product_line": "Operations"}
-user-002|knowledge_vault|Integration Hub Credentials: API Key: sk_g788sgmckvv91f02ah147iksf95u33db, Secret: W8GN6YWI8F4QV1NMP8YQA1BYGGA3H1WARDAXD7QY, Endpoint: https://api.platform.com/v3, Region: eu-west-1 [ID: 4686]|{"account_id": "ACC-042", "region": "Midwest", "product_line": "Security"}
-user-004|knowledge_vault|Production Database Access: Server: prod-db-3.company.com, Port: 27017, Username: admin_4110, Password: EcVNMev54ZwLWcd4, Additional: SSL: Required, Timeout: 29s [ID: 4687]|{"account_id": "ACC-106", "region": "Southwest", "product_line": "Cloud"}
+user-002|knowledge|Integration Hub Credentials: API Key: sk_g788sgmckvv91f02ah147iksf95u33db, Secret: W8GN6YWI8F4QV1NMP8YQA1BYGGA3H1WARDAXD7QY, Endpoint: https://api.platform.com/v3, Region: eu-west-1 [ID: 4686]|{"account_id": "ACC-042", "region": "Midwest", "product_line": "Security"}
+user-004|knowledge|Production Database Access: Server: prod-db-3.company.com, Port: 27017, Username: admin_4110, Password: EcVNMev54ZwLWcd4, Additional: SSL: Required, Timeout: 29s [ID: 4687]|{"account_id": "ACC-106", "region": "Southwest", "product_line": "Cloud"}
user-001|procedural|My contract renewal process: First, Finalize documentation. Second, Conduct initial assessment. Third, Prepare detailed proposal. Fourth, Negotiate terms and pricing. Finally, Document lessons learned. [ID: 4688]|{"account_id": "ACC-038", "region": "Central", "product_line": "Enterprise"}
user-003|resource|# Essential Competitive Analysis
@@ -15747,13 +15747,13 @@ user-004|procedural|Customer handoff workflow: Step 1 - Schedule implementation.
user-001|episodic|On Thursday at 8:00 AM, I had a strategic planning session with CloudSystems. We discussed performance metrics and they committed to a 40% increase. [ID: 4697]|{"account_id": "ACC-172", "region": "Midwest", "product_line": "SMB"}
user-001|procedural|My proposal development process: First, Negotiate terms and pricing. Second, Conduct initial assessment. Third, Finalize documentation. Fourth, Present to decision makers. Finally, Document lessons learned. [ID: 4698]|{"account_id": "ACC-067", "region": "South", "product_line": "Operations"}
user-005|procedural|Review checklist: 1) Schedule implementation. 2) Collect feedback regularly. 3) Finalize documentation. 4) Prepare detailed proposal. 5) Conduct initial assessment. [ID: 4699]|{"account_id": "ACC-022", "region": "Central", "product_line": "Enterprise"}
-user-002|knowledge_vault|Salesforce Configuration: URL: https://app.company.com, Access Token: mx87g48xotbjnvp7rfok51ked7y26w8uk8z0605l26jh7v0harc0yjm7jf7mmxe9, Webhook: https://hooks.company.com/rz095ue4ldox05ryz7abcvljahimafxk, Settings: Retry: 7, Timeout: 72s [ID: 4700]|{"account_id": "ACC-194", "region": "Midwest", "product_line": "Operations"}
+user-002|knowledge|Salesforce Configuration: URL: https://app.company.com, Access Token: mx87g48xotbjnvp7rfok51ked7y26w8uk8z0605l26jh7v0harc0yjm7jf7mmxe9, Webhook: https://hooks.company.com/rz095ue4ldox05ryz7abcvljahimafxk, Settings: Retry: 7, Timeout: 72s [ID: 4700]|{"account_id": "ACC-194", "region": "Midwest", "product_line": "Operations"}
user-005|episodic|On Thursday at 15:00 AM, I had a product demo with NextGen Tech. We discussed pricing structure and scheduled technical workshop. [ID: 4701]|{"account_id": "ACC-171", "region": "Midwest", "product_line": "Cloud"}
user-003|episodic|On Tuesday at 8:30 AM, I had a contract negotiation with DataVision Inc. We discussed performance metrics and requested proposal revision. [ID: 4702]|{"account_id": "ACC-104", "region": "Northeast", "product_line": "Platform"}
-user-005|knowledge_vault|VPN Gateway Access: Server: dev-db-7.company.com, Port: 6379, Username: admin_6122, Password: IujsG9#4kYzO@sZz, Additional: SSL: Required, Timeout: 11s [ID: 4703]|{"account_id": "ACC-161", "region": "West", "product_line": "Financial"}
-user-001|knowledge_vault|Azure Credentials: API Key: sk_1vss2j8xcv3rvpl1vplm9pwpoiyao010, Secret: PB908DS0AITD1MB6JT7EHQHHG4YUCTGFUQ47YC8N, Endpoint: https://api.platform.com/v2, Region: ap-southeast-1 [ID: 4704]|{"account_id": "ACC-183", "region": "Southwest", "product_line": "Financial"}
+user-005|knowledge|VPN Gateway Access: Server: dev-db-7.company.com, Port: 6379, Username: admin_6122, Password: IujsG9#4kYzO@sZz, Additional: SSL: Required, Timeout: 11s [ID: 4703]|{"account_id": "ACC-161", "region": "West", "product_line": "Financial"}
+user-001|knowledge|Azure Credentials: API Key: sk_1vss2j8xcv3rvpl1vplm9pwpoiyao010, Secret: PB908DS0AITD1MB6JT7EHQHHG4YUCTGFUQ47YC8N, Endpoint: https://api.platform.com/v2, Region: ap-southeast-1 [ID: 4704]|{"account_id": "ACC-183", "region": "Southwest", "product_line": "Financial"}
user-002|semantic|Predictive Analytics is an essential tool for modern business. It provides benefits such as increased efficiency, better decision making, and improved ROI. [ID: 4705]|{"account_id": "ACC-104", "region": "Northwest", "product_line": "Enterprise"}
-user-002|knowledge_vault|Integration Hub Credentials: API Key: sk_zpi9gn799m1c8nt2mluamtzdmm2o8736, Secret: YRXGFNH6U0YLIS8J0WO4MW3LIUY36D25DLJKKMVH, Endpoint: https://api.system.com/v1, Region: us-east-1 [ID: 4706]|{"account_id": "ACC-046", "region": "Southeast", "product_line": "SMB"}
+user-002|knowledge|Integration Hub Credentials: API Key: sk_zpi9gn799m1c8nt2mluamtzdmm2o8736, Secret: YRXGFNH6U0YLIS8J0WO4MW3LIUY36D25DLJKKMVH, Endpoint: https://api.system.com/v1, Region: us-east-1 [ID: 4706]|{"account_id": "ACC-046", "region": "Southeast", "product_line": "SMB"}
user-003|episodic|On Monday, I had a call with Smart Solutions regarding billing discrepancy. We resolved the problem within 6 hours and they agreed to upgrade their plan. [ID: 4707]|{"account_id": "ACC-141", "region": "West", "product_line": "Platform"}
user-003|resource|# Comprehensive Customer Success Playbook
@@ -15808,7 +15808,7 @@ user-002|core|I'm Alice Johnson, Customer Success Manager at CloudSystems. My fo
user-005|semantic|Sales Intelligence refers to the measurement of business outcomes. Key characteristics include measurable outcomes, actionable insights, and continuous improvement. [ID: 4716]|{"account_id": "ACC-067", "region": "Midwest", "product_line": "Enterprise"}
user-001|procedural|Audit checklist: 1) Prepare detailed proposal. 2) Present to decision makers. 3) Monitor progress closely. 4) Schedule implementation. 5) Collect feedback regularly. [ID: 4717]|{"account_id": "ACC-120", "region": "South", "product_line": "Enterprise"}
user-004|episodic|Yesterday at 10:30 AM, I conducted a training session for FinTech Solutions. The feedback was very positive. [ID: 4718]|{"account_id": "ACC-039", "region": "West", "product_line": "Cloud"}
-user-004|knowledge_vault|Production Database Access: Server: prod-db-7.company.com, Port: 6379, Username: admin_6930, Password: hG2%Ac5fdg9F87%M, Additional: SSL: Required, Timeout: 19s [ID: 4719]|{"account_id": "ACC-001", "region": "Midwest", "product_line": "Enterprise"}
+user-004|knowledge|Production Database Access: Server: prod-db-7.company.com, Port: 6379, Username: admin_6930, Password: hG2%Ac5fdg9F87%M, Additional: SSL: Required, Timeout: 19s [ID: 4719]|{"account_id": "ACC-001", "region": "Midwest", "product_line": "Enterprise"}
user-002|resource|# Comprehensive Territory Assignment
## Purpose
@@ -15880,7 +15880,7 @@ Always document throughout the process
## Resources
Training materials available on internal portal [ID: 4733]|{"account_id": "ACC-133", "region": "Central", "product_line": "Marketing"}
user-005|semantic|Digital Sales Room is an essential tool for modern business. It provides benefits such as increased efficiency, better decision making, and improved ROI. [ID: 4734]|{"account_id": "ACC-198", "region": "Southeast", "product_line": "Security"}
-user-002|knowledge_vault|Data Warehouse Credentials: API Key: sk_hevg3hwg1lsfd5ke4luhoo3oei8w08a3, Secret: WEMYULZ1F5N3E524O9G5F98MOOCE7V24HPDRXOZU, Endpoint: https://api.platform.com/v3, Region: us-east-1 [ID: 4735]|{"account_id": "ACC-198", "region": "Southeast", "product_line": "Marketing"}
+user-002|knowledge|Data Warehouse Credentials: API Key: sk_hevg3hwg1lsfd5ke4luhoo3oei8w08a3, Secret: WEMYULZ1F5N3E524O9G5F98MOOCE7V24HPDRXOZU, Endpoint: https://api.platform.com/v3, Region: us-east-1 [ID: 4735]|{"account_id": "ACC-198", "region": "Southeast", "product_line": "Marketing"}
user-004|core|Profile update: Grace Taylor, VP of Operations position at Innovation Labs, responsible for team leadership. [ID: 4736]|{"account_id": "ACC-086", "region": "Northeast", "product_line": "Financial"}
user-003|resource|# Comprehensive Customer Success Playbook
@@ -15897,7 +15897,7 @@ Always monitor throughout the process
## Resources
Training materials available on internal portal [ID: 4737]|{"account_id": "ACC-197", "region": "Northwest", "product_line": "Financial"}
-user-003|knowledge_vault|Monitoring System Access: Server: staging-db-8.company.com, Port: 6379, Username: admin_8505, Password: E74rzw6jGYtWj$tS, Additional: SSL: Required, Timeout: 32s [ID: 4738]|{"account_id": "ACC-050", "region": "Central", "product_line": "Cloud"}
+user-003|knowledge|Monitoring System Access: Server: staging-db-8.company.com, Port: 6379, Username: admin_8505, Password: E74rzw6jGYtWj$tS, Additional: SSL: Required, Timeout: 32s [ID: 4738]|{"account_id": "ACC-050", "region": "Central", "product_line": "Cloud"}
user-005|semantic|Win Rate is an essential tool for modern business. It provides benefits such as increased efficiency, better decision making, and improved ROI. [ID: 4739]|{"account_id": "ACC-066", "region": "East", "product_line": "Integration"}
user-005|resource|# Sales Enablement Plan
@@ -15914,7 +15914,7 @@ We will implement measured tactics to achieve our objectives. This includes hiri
## Action Items
1) Complete by end of month 2) Review weekly progress 3) Adjust strategy as needed [ID: 4740]|{"account_id": "ACC-058", "region": "International", "product_line": "SMB"}
-user-005|knowledge_vault|Communication Service Credentials: API Key: sk_4a1qd0ds2fjjjnoz0516qelinkp2ra75, Secret: 137QUDSMOT6FW41OHGE69NZ4D9OP65I1SQYBUID1, Endpoint: https://api.platform.com/v3, Region: ap-southeast-1 [ID: 4741]|{"account_id": "ACC-128", "region": "South", "product_line": "Platform"}
+user-005|knowledge|Communication Service Credentials: API Key: sk_4a1qd0ds2fjjjnoz0516qelinkp2ra75, Secret: 137QUDSMOT6FW41OHGE69NZ4D9OP65I1SQYBUID1, Endpoint: https://api.platform.com/v3, Region: ap-southeast-1 [ID: 4741]|{"account_id": "ACC-128", "region": "South", "product_line": "Platform"}
user-005|procedural|Deal approval workflow: Step 1 - Monitor progress closely. Step 2 - Negotiate terms and pricing. Step 3 - Schedule implementation. Step 4 - Identify key stakeholders. Step 5 - Review requirements thoroughly. [ID: 4742]|{"account_id": "ACC-001", "region": "Southeast", "product_line": "SMB"}
user-003|episodic|This morning at 17:30 AM, I closed a deal with Digital Dynamics worth $125K annually. The contract was signed after 1 months of negotiations. [ID: 4743]|{"account_id": "ACC-099", "region": "Northeast", "product_line": "Enterprise"}
user-005|resource|# Competitive Analysis
@@ -15955,7 +15955,7 @@ We will implement aggressive tactics to achieve our objectives. This includes hi
1) Complete by end of month 2) Review weekly progress 3) Adjust strategy as needed [ID: 4751]|{"account_id": "ACC-068", "region": "Northeast", "product_line": "Platform"}
user-003|procedural|My competitive analysis process: First, Schedule implementation. Second, Negotiate terms and pricing. Third, Conduct initial assessment. Fourth, Identify key stakeholders. Finally, Prepare detailed proposal. [ID: 4752]|{"account_id": "ACC-179", "region": "Central", "product_line": "Financial"}
user-005|procedural|Opportunity management workflow: Step 1 - Present to decision makers. Step 2 - Prepare detailed proposal. Step 3 - Negotiate terms and pricing. Step 4 - Document lessons learned. Step 5 - Identify key stakeholders. [ID: 4753]|{"account_id": "ACC-187", "region": "Central", "product_line": "Marketing"}
-user-004|knowledge_vault|Zendesk Configuration: URL: https://portal.company.com, Access Token: o93dxzazadm41ywg10bl2hacxea165f8774rcmbtnbx03av0y5eu966v1egik994, Webhook: https://hooks.company.com/3j7xcadi27s6nz1nq508jc4oql47thul, Settings: Retry: 7, Timeout: 100s [ID: 4754]|{"account_id": "ACC-037", "region": "Southeast", "product_line": "Analytics"}
+user-004|knowledge|Zendesk Configuration: URL: https://portal.company.com, Access Token: o93dxzazadm41ywg10bl2hacxea165f8774rcmbtnbx03av0y5eu966v1egik994, Webhook: https://hooks.company.com/3j7xcadi27s6nz1nq508jc4oql47thul, Settings: Retry: 7, Timeout: 100s [ID: 4754]|{"account_id": "ACC-037", "region": "Southeast", "product_line": "Analytics"}
user-002|episodic|On Monday at 15:00 PM, I had a escalation meeting with Innovation Labs. We discussed performance metrics and received approval for pilot program. [ID: 4755]|{"account_id": "ACC-143", "region": "Northwest", "product_line": "Integration"}
user-005|resource|# Market Analysis Report
@@ -15976,13 +15976,13 @@ user-005|core|My name is David Lee and I work as a Solutions Architect at FinTec
user-005|procedural|Migration checklist: 1) Document lessons learned. 2) Identify key stakeholders. 3) Address concerns and objections. 4) Conduct initial assessment. 5) Collect feedback regularly. [ID: 4758]|{"account_id": "ACC-164", "region": "International", "product_line": "Platform"}
user-001|episodic|On Monday, I had a call with NextGen Tech regarding performance concerns. We resolved the problem within 6 hours and they agreed to expand to more users. [ID: 4759]|{"account_id": "ACC-066", "region": "East", "product_line": "Operations"}
user-005|semantic|Lead Qualification Framework is a key metric for business performance. It helps organizations make data-driven decisions. Critical for strategic planning and optimization. [ID: 4760]|{"account_id": "ACC-164", "region": "Central", "product_line": "Platform"}
-user-003|knowledge_vault|Monitoring System Access: Server: staging-db-3.company.com, Port: 3306, Username: admin_6579, Password: 4sM2OX1d9@1F2uau, Additional: SSL: Required, Timeout: 28s [ID: 4761]|{"account_id": "ACC-177", "region": "International", "product_line": "Analytics"}
+user-003|knowledge|Monitoring System Access: Server: staging-db-3.company.com, Port: 3306, Username: admin_6579, Password: 4sM2OX1d9@1F2uau, Additional: SSL: Required, Timeout: 28s [ID: 4761]|{"account_id": "ACC-177", "region": "International", "product_line": "Analytics"}
user-001|core|I'm Henry Brown, working as Account Executive in NextGen Tech. My key expertise is in cloud architecture. [ID: 4762]|{"account_id": "ACC-152", "region": "West", "product_line": "Analytics"}
user-005|semantic|Predictive Analytics refers to the measurement of business outcomes. Key characteristics include measurable outcomes, actionable insights, and continuous improvement. [ID: 4763]|{"account_id": "ACC-065", "region": "South", "product_line": "Security"}
user-001|episodic|On Friday, I had a call with Smart Solutions regarding performance concerns. We resolved the problem within 2 hours and they agreed to extend the trial. [ID: 4764]|{"account_id": "ACC-151", "region": "Southeast", "product_line": "Security"}
user-005|episodic|On Tuesday, I had a call with Innovation Labs regarding feature request. We resolved the problem within 5 hours and they agreed to continue their contract. [ID: 4765]|{"account_id": "ACC-109", "region": "International", "product_line": "Integration"}
user-004|semantic|CRM Platform is a key metric for business performance. It helps organizations make data-driven decisions. Critical for strategic planning and optimization. [ID: 4766]|{"account_id": "ACC-065", "region": "Northeast", "product_line": "Analytics"}
-user-005|knowledge_vault|Communication Service Credentials: API Key: sk_03yg2ztnodry4gg11mtx83xtyv2kcok9, Secret: 783M8GR7MQB8U3KQJGI19U4NB9DUJ1N47UGJMX2W, Endpoint: https://api.system.com/v3, Region: us-west-2 [ID: 4767]|{"account_id": "ACC-151", "region": "International", "product_line": "Platform"}
+user-005|knowledge|Communication Service Credentials: API Key: sk_03yg2ztnodry4gg11mtx83xtyv2kcok9, Secret: 783M8GR7MQB8U3KQJGI19U4NB9DUJ1N47UGJMX2W, Endpoint: https://api.system.com/v3, Region: us-west-2 [ID: 4767]|{"account_id": "ACC-151", "region": "International", "product_line": "Platform"}
user-002|procedural|Contract negotiation workflow: Step 1 - Monitor progress closely. Step 2 - Negotiate terms and pricing. Step 3 - Finalize documentation. Step 4 - Collect feedback regularly. Step 5 - Review requirements thoroughly. [ID: 4768]|{"account_id": "ACC-001", "region": "Northeast", "product_line": "Marketing"}
user-001|core|Jack Anderson here - I'm the Customer Success Manager for Digital Dynamics's engineering team. [ID: 4769]|{"account_id": "ACC-077", "region": "Northwest", "product_line": "Cloud"}
user-004|procedural|Migration checklist: 1) Address concerns and objections. 2) Prepare detailed proposal. 3) Conduct initial assessment. 4) Document lessons learned. 5) Review requirements thoroughly. [ID: 4770]|{"account_id": "ACC-071", "region": "International", "product_line": "Marketing"}
@@ -16068,12 +16068,12 @@ Always monitor throughout the process
## Resources
Training materials available on internal portal [ID: 4781]|{"account_id": "ACC-058", "region": "West", "product_line": "SMB"}
user-001|procedural|Customer handoff workflow: Step 1 - Schedule implementation. Step 2 - Document lessons learned. Step 3 - Finalize documentation. Step 4 - Monitor progress closely. Step 5 - Identify key stakeholders. [ID: 4782]|{"account_id": "ACC-043", "region": "West", "product_line": "Operations"}
-user-005|knowledge_vault|File Storage Access: Server: staging-db-10.company.com, Port: 8080, Username: admin_7779, Password: yJZO24T3vb$cvv%$, Additional: SSL: Required, Timeout: 29s [ID: 4783]|{"account_id": "ACC-197", "region": "South", "product_line": "Integration"}
+user-005|knowledge|File Storage Access: Server: staging-db-10.company.com, Port: 8080, Username: admin_7779, Password: yJZO24T3vb$cvv%$, Additional: SSL: Required, Timeout: 29s [ID: 4783]|{"account_id": "ACC-197", "region": "South", "product_line": "Integration"}
user-005|episodic|This morning at 10:30 AM, I closed a deal with Quantum Systems worth $348K annually. The contract was signed after 5 months of negotiations. [ID: 4784]|{"account_id": "ACC-122", "region": "South", "product_line": "Operations"}
user-002|core|Profile update: Jack Anderson, Account Executive position at DataVision Inc, responsible for customer retention. [ID: 4785]|{"account_id": "ACC-100", "region": "Northwest", "product_line": "Security"}
-user-002|knowledge_vault|Backup Server Access: Server: dev-db-4.company.com, Port: 3306, Username: admin_4530, Password: qbKGXNgCuL$rDh5E, Additional: SSL: Required, Timeout: 40s [ID: 4786]|{"account_id": "ACC-188", "region": "Southeast", "product_line": "Financial"}
+user-002|knowledge|Backup Server Access: Server: dev-db-4.company.com, Port: 3306, Username: admin_4530, Password: qbKGXNgCuL$rDh5E, Additional: SSL: Required, Timeout: 40s [ID: 4786]|{"account_id": "ACC-188", "region": "Southeast", "product_line": "Financial"}
user-001|semantic|Customer Churn is an essential tool for modern business. It provides benefits such as increased efficiency, better decision making, and improved ROI. [ID: 4787]|{"account_id": "ACC-036", "region": "Southwest", "product_line": "SMB"}
-user-001|knowledge_vault|Analytics Platform Access: Server: dev-db-5.company.com, Port: 8080, Username: admin_2772, Password: vWjj$@SqM0YvkW5#, Additional: SSL: Required, Timeout: 14s [ID: 4788]|{"account_id": "ACC-127", "region": "Midwest", "product_line": "Marketing"}
+user-001|knowledge|Analytics Platform Access: Server: dev-db-5.company.com, Port: 8080, Username: admin_2772, Password: vWjj$@SqM0YvkW5#, Additional: SSL: Required, Timeout: 14s [ID: 4788]|{"account_id": "ACC-127", "region": "Midwest", "product_line": "Marketing"}
user-005|resource|# Complete Sales Enablement Plan
## Purpose
@@ -16090,7 +16090,7 @@ Always document throughout the process
## Resources
Training materials available on internal portal [ID: 4789]|{"account_id": "ACC-014", "region": "Northeast", "product_line": "SMB"}
user-005|core|Carol Davis here - I'm the Marketing Director for Digital Dynamics's engineering team. [ID: 4790]|{"account_id": "ACC-089", "region": "Northeast", "product_line": "Analytics"}
-user-002|knowledge_vault|Salesforce Configuration: URL: https://dashboard.company.com, Access Token: gfnkg4h4is0crtl9j8l0vwly8becvhsp54t3o8nqqgrspghgkm3rd9q3n2sfkvmj, Webhook: https://hooks.company.com/mj6o24bvefixww6z8sy4t9jn285q6snh, Settings: Retry: 10, Timeout: 117s [ID: 4791]|{"account_id": "ACC-121", "region": "East", "product_line": "Platform"}
+user-002|knowledge|Salesforce Configuration: URL: https://dashboard.company.com, Access Token: gfnkg4h4is0crtl9j8l0vwly8becvhsp54t3o8nqqgrspghgkm3rd9q3n2sfkvmj, Webhook: https://hooks.company.com/mj6o24bvefixww6z8sy4t9jn285q6snh, Settings: Retry: 10, Timeout: 117s [ID: 4791]|{"account_id": "ACC-121", "region": "East", "product_line": "Platform"}
user-001|semantic|Win Rate is an essential tool for modern business. It provides benefits such as increased efficiency, better decision making, and improved ROI. [ID: 4792]|{"account_id": "ACC-136", "region": "South", "product_line": "SMB"}
user-005|resource|# Sales Enablement Plan
@@ -16107,9 +16107,9 @@ We will implement aggressive tactics to achieve our objectives. This includes hi
## Action Items
1) Complete by mid-year 2) Review weekly progress 3) Adjust strategy as needed [ID: 4793]|{"account_id": "ACC-057", "region": "East", "product_line": "SMB"}
-user-005|knowledge_vault|Email Server Access: Server: staging-db-4.company.com, Port: 27017, Username: admin_2507, Password: iXGcduPlHcfN@C#T, Additional: SSL: Required, Timeout: 14s [ID: 4794]|{"account_id": "ACC-067", "region": "Northwest", "product_line": "Analytics"}
+user-005|knowledge|Email Server Access: Server: staging-db-4.company.com, Port: 27017, Username: admin_2507, Password: iXGcduPlHcfN@C#T, Additional: SSL: Required, Timeout: 14s [ID: 4794]|{"account_id": "ACC-067", "region": "Northwest", "product_line": "Analytics"}
user-002|procedural|Migration checklist: 1) Address concerns and objections. 2) Negotiate terms and pricing. 3) Document lessons learned. 4) Identify key stakeholders. 5) Review requirements thoroughly. [ID: 4795]|{"account_id": "ACC-041", "region": "International", "product_line": "Security"}
-user-005|knowledge_vault|VPN Gateway Access: Server: staging-db-8.company.com, Port: 3306, Username: admin_1386, Password: a36VN93ARjsTz73R, Additional: SSL: Required, Timeout: 28s [ID: 4796]|{"account_id": "ACC-033", "region": "South", "product_line": "SMB"}
+user-005|knowledge|VPN Gateway Access: Server: staging-db-8.company.com, Port: 3306, Username: admin_1386, Password: a36VN93ARjsTz73R, Additional: SSL: Required, Timeout: 28s [ID: 4796]|{"account_id": "ACC-033", "region": "South", "product_line": "SMB"}
user-004|resource|# Territory Assignment
## Overview
@@ -16126,7 +16126,7 @@ We will implement measured tactics to achieve our objectives. This includes hiri
## Action Items
1) Complete by mid-year 2) Review weekly progress 3) Adjust strategy as needed [ID: 4797]|{"account_id": "ACC-082", "region": "Southwest", "product_line": "Financial"}
user-004|semantic|Customer Lifetime Value is a key metric for business performance. It helps organizations make data-driven decisions. Critical for strategic planning and optimization. [ID: 4798]|{"account_id": "ACC-043", "region": "East", "product_line": "Analytics"}
-user-004|knowledge_vault|Slack Configuration: URL: https://app.company.com, Access Token: 5mzhr9bobn1l1e8r2p4qww2ih7bs0is31i6qdp58t8rozi7pq9qimz16ja718mal, Webhook: https://hooks.company.com/udjxpqhtfm30aw6sdwkt4i61lcfzs9tf, Settings: Retry: 4, Timeout: 32s [ID: 4799]|{"account_id": "ACC-106", "region": "Northwest", "product_line": "Financial"}
+user-004|knowledge|Slack Configuration: URL: https://app.company.com, Access Token: 5mzhr9bobn1l1e8r2p4qww2ih7bs0is31i6qdp58t8rozi7pq9qimz16ja718mal, Webhook: https://hooks.company.com/udjxpqhtfm30aw6sdwkt4i61lcfzs9tf, Settings: Retry: 4, Timeout: 32s [ID: 4799]|{"account_id": "ACC-106", "region": "Northwest", "product_line": "Financial"}
user-005|core|My name is Jack Anderson and I work as a Customer Success Manager at Quantum Systems. I specialize in AI solutions. [ID: 4800]|{"account_id": "ACC-057", "region": "Midwest", "product_line": "Integration"}
user-005|resource|# Essential Q4 Sales Strategy
@@ -16182,7 +16182,7 @@ user-005|semantic|Pipeline Coverage is a key metric for business performance. It
user-003|episodic|Yesterday at 14:30 PM, I conducted a product demo for Innovation Labs. Deal moved to final stage. [ID: 4810]|{"account_id": "ACC-144", "region": "South", "product_line": "Financial"}
user-003|core|Jack Anderson here - I'm the Customer Success Manager for Quantum Systems's marketing team. [ID: 4811]|{"account_id": "ACC-087", "region": "Southwest", "product_line": "Platform"}
user-001|semantic|Conversation Intelligence is an essential tool for modern business. It provides benefits such as increased efficiency, better decision making, and improved ROI. [ID: 4812]|{"account_id": "ACC-162", "region": "South", "product_line": "Security"}
-user-005|knowledge_vault|Zendesk Configuration: URL: https://portal.company.com, Access Token: c6vsbo4b0j7c1mg36s1feqrx2iw09scijm1mxbr39cjybo88kt5xtegch7lnoyhs, Webhook: https://hooks.company.com/5ehbi5ybcefw66cgnnkrym0jdxjwoxyn, Settings: Retry: 6, Timeout: 58s [ID: 4813]|{"account_id": "ACC-053", "region": "South", "product_line": "Enterprise"}
+user-005|knowledge|Zendesk Configuration: URL: https://portal.company.com, Access Token: c6vsbo4b0j7c1mg36s1feqrx2iw09scijm1mxbr39cjybo88kt5xtegch7lnoyhs, Webhook: https://hooks.company.com/5ehbi5ybcefw66cgnnkrym0jdxjwoxyn, Settings: Retry: 6, Timeout: 58s [ID: 4813]|{"account_id": "ACC-053", "region": "South", "product_line": "Enterprise"}
user-005|resource|# Competitive Analysis
## Overview
@@ -16220,7 +16220,7 @@ We will implement focused tactics to achieve our objectives. This includes hirin
## Action Items
1) Complete by mid-year 2) Review weekly progress 3) Adjust strategy as needed [ID: 4822]|{"account_id": "ACC-037", "region": "Northeast", "product_line": "SMB"}
-user-002|knowledge_vault|Slack Configuration: URL: https://dashboard.company.com, Access Token: 831u7sl5n4a9udsf7y1sgwe04lln2i0f1k2xzpcc9ce6fnbpjnr26eth60jmsikr, Webhook: https://hooks.company.com/6u6mgpm80esi1nagjabnbl5mjaekrtuf, Settings: Retry: 8, Timeout: 62s [ID: 4823]|{"account_id": "ACC-012", "region": "Southeast", "product_line": "Analytics"}
+user-002|knowledge|Slack Configuration: URL: https://dashboard.company.com, Access Token: 831u7sl5n4a9udsf7y1sgwe04lln2i0f1k2xzpcc9ce6fnbpjnr26eth60jmsikr, Webhook: https://hooks.company.com/6u6mgpm80esi1nagjabnbl5mjaekrtuf, Settings: Retry: 8, Timeout: 62s [ID: 4823]|{"account_id": "ACC-012", "region": "Southeast", "product_line": "Analytics"}
user-005|episodic|On Thursday at 17:00 AM, I had a product demo with Global Enterprises. We discussed integration capabilities and received approval for pilot program. [ID: 4824]|{"account_id": "ACC-022", "region": "South", "product_line": "Integration"}
user-005|resource|# Comprehensive Compensation Plan
@@ -16237,7 +16237,7 @@ Always validate throughout the process
## Resources
Training materials available on internal portal [ID: 4825]|{"account_id": "ACC-075", "region": "Northeast", "product_line": "Cloud"}
-user-005|knowledge_vault|Staging Environment Access: Server: dev-db-4.company.com, Port: 8080, Username: admin_5315, Password: 0D!fpLvHvxdhfaDz, Additional: SSL: Required, Timeout: 11s [ID: 4826]|{"account_id": "ACC-022", "region": "Southwest", "product_line": "Platform"}
+user-005|knowledge|Staging Environment Access: Server: dev-db-4.company.com, Port: 8080, Username: admin_5315, Password: 0D!fpLvHvxdhfaDz, Additional: SSL: Required, Timeout: 11s [ID: 4826]|{"account_id": "ACC-022", "region": "Southwest", "product_line": "Platform"}
user-002|semantic|Customer Lifetime Value is a key metric for business performance. It helps organizations make data-driven decisions. Critical for strategic planning and optimization. [ID: 4827]|{"account_id": "ACC-036", "region": "Northeast", "product_line": "Analytics"}
user-005|procedural|My lead scoring process: First, Prepare detailed proposal. Second, Present to decision makers. Third, Monitor progress closely. Fourth, Schedule implementation. Finally, Collect feedback regularly. [ID: 4828]|{"account_id": "ACC-129", "region": "Northeast", "product_line": "Operations"}
user-002|episodic|Yesterday at 9:00 AM, I conducted a training session for FinTech Solutions. Deal moved to final stage. [ID: 4829]|{"account_id": "ACC-135", "region": "South", "product_line": "Integration"}
@@ -16274,7 +16274,7 @@ We will implement strategic tactics to achieve our objectives. This includes hir
## Action Items
1) Complete by end of quarter 2) Review weekly progress 3) Adjust strategy as needed [ID: 4833]|{"account_id": "ACC-170", "region": "South", "product_line": "Security"}
user-005|semantic|Account-Based Marketing is a key metric for business performance. It helps organizations make data-driven decisions. Critical for strategic planning and optimization. [ID: 4834]|{"account_id": "ACC-131", "region": "West", "product_line": "Platform"}
-user-001|knowledge_vault|Slack Configuration: URL: https://app.company.com, Access Token: 1i72d4zc7pydnj01v7fceayca5ethmd4y7z8h1nw1vjt07uqd49l690onskob53q, Webhook: https://hooks.company.com/w1sg05r6xb65rl7wbebj7kww4c9t65bi, Settings: Retry: 10, Timeout: 67s [ID: 4835]|{"account_id": "ACC-001", "region": "Northwest", "product_line": "Integration"}
+user-001|knowledge|Slack Configuration: URL: https://app.company.com, Access Token: 1i72d4zc7pydnj01v7fceayca5ethmd4y7z8h1nw1vjt07uqd49l690onskob53q, Webhook: https://hooks.company.com/w1sg05r6xb65rl7wbebj7kww4c9t65bi, Settings: Retry: 10, Timeout: 67s [ID: 4835]|{"account_id": "ACC-001", "region": "Northwest", "product_line": "Integration"}
user-005|resource|# Essential Sales Enablement Plan
## Purpose
@@ -16290,7 +16290,7 @@ Always validate throughout the process
## Resources
Training materials available on internal portal [ID: 4836]|{"account_id": "ACC-040", "region": "West", "product_line": "Operations"}
-user-003|knowledge_vault|Zendesk Configuration: URL: https://portal.company.com, Access Token: er9a5k31sd5t2xn74yd4tjlwe81djjo18ylyopu9e6i5pzqjyoiw4qzqc171cx48, Webhook: https://hooks.company.com/xqanrofhieue1dn71ell8mgcc8ih2q5q, Settings: Retry: 8, Timeout: 61s [ID: 4837]|{"account_id": "ACC-180", "region": "West", "product_line": "Cloud"}
+user-003|knowledge|Zendesk Configuration: URL: https://portal.company.com, Access Token: er9a5k31sd5t2xn74yd4tjlwe81djjo18ylyopu9e6i5pzqjyoiw4qzqc171cx48, Webhook: https://hooks.company.com/xqanrofhieue1dn71ell8mgcc8ih2q5q, Settings: Retry: 8, Timeout: 61s [ID: 4837]|{"account_id": "ACC-180", "region": "West", "product_line": "Cloud"}
user-004|resource|# Product Pricing Guide
## Overview
@@ -16310,7 +16310,7 @@ user-002|core|I'm Emma Wilson, working as CTO in CloudSystems. My key expertise
user-003|core|I'm Carol Davis, Product Manager at Quantum Systems. My focus areas are product strategy and AI solutions. [ID: 4840]|{"account_id": "ACC-060", "region": "Southwest", "product_line": "Integration"}
user-001|episodic|On Tuesday, I had a call with CloudSystems regarding service outage. We resolved the problem within 7 hours and they agreed to extend the trial. [ID: 4841]|{"account_id": "ACC-117", "region": "West", "product_line": "Security"}
user-003|semantic|Lead Qualification Framework is a key metric for business performance. It helps organizations make data-driven decisions. Critical for strategic planning and optimization. [ID: 4842]|{"account_id": "ACC-011", "region": "Northwest", "product_line": "Security"}
-user-001|knowledge_vault|Azure Credentials: API Key: sk_7nwvb0by9seilw18t7nzilwuaw84iup6, Secret: N6Z0KFYRIKAMXY74C1WYN61M5Z1NGUX47WIXWZH1, Endpoint: https://api.service.com/v3, Region: ap-southeast-1 [ID: 4843]|{"account_id": "ACC-195", "region": "Southwest", "product_line": "Cloud"}
+user-001|knowledge|Azure Credentials: API Key: sk_7nwvb0by9seilw18t7nzilwuaw84iup6, Secret: N6Z0KFYRIKAMXY74C1WYN61M5Z1NGUX47WIXWZH1, Endpoint: https://api.service.com/v3, Region: ap-southeast-1 [ID: 4843]|{"account_id": "ACC-195", "region": "Southwest", "product_line": "Cloud"}
user-003|resource|# Comprehensive Product Pricing Guide
## Purpose
@@ -16326,7 +16326,7 @@ Always document throughout the process
## Resources
Training materials available on internal portal [ID: 4844]|{"account_id": "ACC-177", "region": "Central", "product_line": "SMB"}
-user-005|knowledge_vault|Integration Hub Credentials: API Key: sk_lwc7l8b57rc7l8utsw9qje8q902c6eb2, Secret: BDAU5WYELB5YRWX1UBY2P96HCNR5VZYHGGD7IIQ9, Endpoint: https://api.system.com/v1, Region: eu-west-1 [ID: 4845]|{"account_id": "ACC-157", "region": "Midwest", "product_line": "Marketing"}
+user-005|knowledge|Integration Hub Credentials: API Key: sk_lwc7l8b57rc7l8utsw9qje8q902c6eb2, Secret: BDAU5WYELB5YRWX1UBY2P96HCNR5VZYHGGD7IIQ9, Endpoint: https://api.system.com/v1, Region: eu-west-1 [ID: 4845]|{"account_id": "ACC-157", "region": "Midwest", "product_line": "Marketing"}
user-005|resource|# Comprehensive Compensation Plan
## Purpose
@@ -16342,10 +16342,10 @@ Always communicate throughout the process
## Resources
Training materials available on internal portal [ID: 4846]|{"account_id": "ACC-140", "region": "Midwest", "product_line": "Enterprise"}
-user-001|knowledge_vault|Salesforce Configuration: URL: https://portal.company.com, Access Token: 37bsl1yfgiznszgn7z3h3qrlt4c8wr2u876fivor9ofv2q7vbuzi5zkrugqo167e, Webhook: https://hooks.company.com/i15ted3zhx2ny8rivqqjt4xpim82zmcw, Settings: Retry: 6, Timeout: 106s [ID: 4847]|{"account_id": "ACC-150", "region": "Northwest", "product_line": "Enterprise"}
+user-001|knowledge|Salesforce Configuration: URL: https://portal.company.com, Access Token: 37bsl1yfgiznszgn7z3h3qrlt4c8wr2u876fivor9ofv2q7vbuzi5zkrugqo167e, Webhook: https://hooks.company.com/i15ted3zhx2ny8rivqqjt4xpim82zmcw, Settings: Retry: 6, Timeout: 106s [ID: 4847]|{"account_id": "ACC-150", "region": "Northwest", "product_line": "Enterprise"}
user-005|episodic|Last Monday, I attended Networking Event at New York. Met 39 potential leads and scheduled 7 follow-up meetings. [ID: 4848]|{"account_id": "ACC-199", "region": "Southwest", "product_line": "Platform"}
user-003|semantic|Sales Intelligence is a key metric for business performance. It helps organizations make data-driven decisions. Critical for strategic planning and optimization. [ID: 4849]|{"account_id": "ACC-186", "region": "International", "product_line": "Marketing"}
-user-003|knowledge_vault|Production Database Access: Server: staging-db-10.company.com, Port: 27017, Username: admin_5742, Password: 5QMO!cS2jaaMxacE, Additional: SSL: Required, Timeout: 27s [ID: 4850]|{"account_id": "ACC-011", "region": "Northwest", "product_line": "Security"}
+user-003|knowledge|Production Database Access: Server: staging-db-10.company.com, Port: 27017, Username: admin_5742, Password: 5QMO!cS2jaaMxacE, Additional: SSL: Required, Timeout: 27s [ID: 4850]|{"account_id": "ACC-011", "region": "Northwest", "product_line": "Security"}
user-005|episodic|On Friday at 10:30 PM, I had a strategic planning session with NextGen Tech. We discussed new feature requirements and agreed to extend contract. [ID: 4851]|{"account_id": "ACC-068", "region": "Southeast", "product_line": "Marketing"}
user-002|resource|# Essential Competitive Analysis
@@ -16362,8 +16362,8 @@ Always document throughout the process
## Resources
Training materials available on internal portal [ID: 4852]|{"account_id": "ACC-191", "region": "South", "product_line": "Integration"}
-user-005|knowledge_vault|Salesforce Configuration: URL: https://dashboard.company.com, Access Token: 35wgukt9dci8hrsafdlkkk75u3hqvg984loeauak67ifgjmtpwei03ejxm5bte93, Webhook: https://hooks.company.com/bhqtskakp2xjfraa7f2n92n4jemkxwk7, Settings: Retry: 5, Timeout: 38s [ID: 4853]|{"account_id": "ACC-177", "region": "Southwest", "product_line": "Operations"}
-user-001|knowledge_vault|VPN Gateway Access: Server: dev-db-1.company.com, Port: 6379, Username: admin_6190, Password: %l0YUxGtr4P#Le$n, Additional: SSL: Required, Timeout: 23s [ID: 4854]|{"account_id": "ACC-177", "region": "South", "product_line": "Financial"}
+user-005|knowledge|Salesforce Configuration: URL: https://dashboard.company.com, Access Token: 35wgukt9dci8hrsafdlkkk75u3hqvg984loeauak67ifgjmtpwei03ejxm5bte93, Webhook: https://hooks.company.com/bhqtskakp2xjfraa7f2n92n4jemkxwk7, Settings: Retry: 5, Timeout: 38s [ID: 4853]|{"account_id": "ACC-177", "region": "Southwest", "product_line": "Operations"}
+user-001|knowledge|VPN Gateway Access: Server: dev-db-1.company.com, Port: 6379, Username: admin_6190, Password: %l0YUxGtr4P#Le$n, Additional: SSL: Required, Timeout: 23s [ID: 4854]|{"account_id": "ACC-177", "region": "South", "product_line": "Financial"}
user-002|resource|# Essential Compensation Plan
## Purpose
@@ -16395,11 +16395,11 @@ We will implement strategic tactics to achieve our objectives. This includes hir
## Action Items
1) Complete by end of month 2) Review weekly progress 3) Adjust strategy as needed [ID: 4856]|{"account_id": "ACC-009", "region": "Southwest", "product_line": "Enterprise"}
user-002|episodic|Last Friday, I attended Networking Event at Austin. Met 22 potential leads and scheduled 14 follow-up meetings. [ID: 4857]|{"account_id": "ACC-028", "region": "Central", "product_line": "Analytics"}
-user-004|knowledge_vault|AWS Credentials: API Key: sk_u5zqpk55r7z00hn4a2jtcgkc1ol5s9kq, Secret: GNMVW00H0FGHE4H0FSPP6DMB2WLEGO97Z4R9QI7J, Endpoint: https://api.platform.com/v2, Region: eu-west-1 [ID: 4858]|{"account_id": "ACC-061", "region": "Southwest", "product_line": "Analytics"}
+user-004|knowledge|AWS Credentials: API Key: sk_u5zqpk55r7z00hn4a2jtcgkc1ol5s9kq, Secret: GNMVW00H0FGHE4H0FSPP6DMB2WLEGO97Z4R9QI7J, Endpoint: https://api.platform.com/v2, Region: eu-west-1 [ID: 4858]|{"account_id": "ACC-061", "region": "Southwest", "product_line": "Analytics"}
user-004|episodic|This morning at 9:00 PM, I closed a deal with Quantum Systems worth $347K annually. The contract was signed after 2 months of negotiations. [ID: 4859]|{"account_id": "ACC-024", "region": "South", "product_line": "Marketing"}
user-004|episodic|Last Friday, I attended Trade Show at Chicago. Met 22 potential leads and scheduled 12 follow-up meetings. [ID: 4860]|{"account_id": "ACC-093", "region": "Midwest", "product_line": "SMB"}
user-002|procedural|Migration checklist: 1) Identify key stakeholders. 2) Conduct initial assessment. 3) Document lessons learned. 4) Schedule implementation. 5) Present to decision makers. [ID: 4861]|{"account_id": "ACC-043", "region": "Northeast", "product_line": "Analytics"}
-user-005|knowledge_vault|Email Server Access: Server: dev-db-1.company.com, Port: 6379, Username: admin_4061, Password: dELgek%Y3Tnq2NeN, Additional: SSL: Required, Timeout: 51s [ID: 4862]|{"account_id": "ACC-163", "region": "East", "product_line": "Security"}
+user-005|knowledge|Email Server Access: Server: dev-db-1.company.com, Port: 6379, Username: admin_4061, Password: dELgek%Y3Tnq2NeN, Additional: SSL: Required, Timeout: 51s [ID: 4862]|{"account_id": "ACC-163", "region": "East", "product_line": "Security"}
user-005|resource|# Essential Q4 Sales Strategy
## Purpose
@@ -16415,8 +16415,8 @@ Always validate throughout the process
## Resources
Training materials available on internal portal [ID: 4863]|{"account_id": "ACC-199", "region": "South", "product_line": "Enterprise"}
-user-004|knowledge_vault|Salesforce API Credentials: API Key: sk_lp7kyi664ow3cux5izuaxll2f1ch40qy, Secret: JWS0UEHYCZWG3TZ7ORVPFQBA3EAQ1TYL0TWG0EE4, Endpoint: https://api.system.com/v3, Region: us-west-2 [ID: 4864]|{"account_id": "ACC-021", "region": "West", "product_line": "Marketing"}
-user-005|knowledge_vault|Zendesk Configuration: URL: https://portal.company.com, Access Token: 2pu6yqhfvagbosy5nkf0788w998ppwh6i7lohb7ytwkrhtiedbqptj9rr69bchym, Webhook: https://hooks.company.com/5b4xnvz30gwf8zefc7vcq2e9eearpncs, Settings: Retry: 10, Timeout: 114s [ID: 4865]|{"account_id": "ACC-057", "region": "Midwest", "product_line": "Platform"}
+user-004|knowledge|Salesforce API Credentials: API Key: sk_lp7kyi664ow3cux5izuaxll2f1ch40qy, Secret: JWS0UEHYCZWG3TZ7ORVPFQBA3EAQ1TYL0TWG0EE4, Endpoint: https://api.system.com/v3, Region: us-west-2 [ID: 4864]|{"account_id": "ACC-021", "region": "West", "product_line": "Marketing"}
+user-005|knowledge|Zendesk Configuration: URL: https://portal.company.com, Access Token: 2pu6yqhfvagbosy5nkf0788w998ppwh6i7lohb7ytwkrhtiedbqptj9rr69bchym, Webhook: https://hooks.company.com/5b4xnvz30gwf8zefc7vcq2e9eearpncs, Settings: Retry: 10, Timeout: 114s [ID: 4865]|{"account_id": "ACC-057", "region": "Midwest", "product_line": "Platform"}
user-004|episodic|On Wednesday, I had a call with Quantum Systems regarding feature request. We resolved the problem within 5 hours and they agreed to expand to more users. [ID: 4866]|{"account_id": "ACC-057", "region": "Northeast", "product_line": "Enterprise"}
user-001|semantic|Customer Churn is a key metric for business performance. It helps organizations make data-driven decisions. Critical for strategic planning and optimization. [ID: 4867]|{"account_id": "ACC-197", "region": "International", "product_line": "Platform"}
user-005|semantic|Predictive Analytics refers to the measurement of business outcomes. Key characteristics include measurable outcomes, actionable insights, and continuous improvement. [ID: 4868]|{"account_id": "ACC-155", "region": "International", "product_line": "Analytics"}
@@ -16442,11 +16442,11 @@ We will implement strategic tactics to achieve our objectives. This includes hir
## Action Items
1) Complete by end of quarter 2) Review weekly progress 3) Adjust strategy as needed [ID: 4875]|{"account_id": "ACC-185", "region": "Midwest", "product_line": "Platform"}
user-005|semantic|Customer Churn is a key metric for business performance. It helps organizations make data-driven decisions. Critical for strategic planning and optimization. [ID: 4876]|{"account_id": "ACC-054", "region": "Southeast", "product_line": "Enterprise"}
-user-001|knowledge_vault|Slack Configuration: URL: https://portal.company.com, Access Token: 93a4c3borhfo2cs1m0iotcn3mq7t77516ea0lcsgb5bd3lb6nclksfi5j4gvmbaz, Webhook: https://hooks.company.com/m14u3i426hdwlcjel8vv21vxp17eapm4, Settings: Retry: 5, Timeout: 62s [ID: 4877]|{"account_id": "ACC-154", "region": "West", "product_line": "SMB"}
+user-001|knowledge|Slack Configuration: URL: https://portal.company.com, Access Token: 93a4c3borhfo2cs1m0iotcn3mq7t77516ea0lcsgb5bd3lb6nclksfi5j4gvmbaz, Webhook: https://hooks.company.com/m14u3i426hdwlcjel8vv21vxp17eapm4, Settings: Retry: 5, Timeout: 62s [ID: 4877]|{"account_id": "ACC-154", "region": "West", "product_line": "SMB"}
user-001|episodic|Yesterday at 17:30 AM, I conducted a training session for Digital Dynamics. We identified next steps. [ID: 4878]|{"account_id": "ACC-039", "region": "Northeast", "product_line": "Analytics"}
user-004|core|I'm Iris Martinez, working as Senior Sales Manager in Quantum Systems. My key expertise is in customer engagement. [ID: 4879]|{"account_id": "ACC-153", "region": "Southeast", "product_line": "Marketing"}
user-003|semantic|Predictive Analytics refers to the measurement of business outcomes. Key characteristics include measurable outcomes, actionable insights, and continuous improvement. [ID: 4880]|{"account_id": "ACC-121", "region": "Central", "product_line": "Enterprise"}
-user-001|knowledge_vault|Zendesk Configuration: URL: https://app.company.com, Access Token: btx8twlp2ern5v4ozw0cjv0zkxduy6tpqbo40ru5ksxvxh6aeer4edti2vhwcwpd, Webhook: https://hooks.company.com/kvy723fj8ubes6mmk7xo01v50jnmwev2, Settings: Retry: 4, Timeout: 93s [ID: 4881]|{"account_id": "ACC-045", "region": "Southwest", "product_line": "SMB"}
+user-001|knowledge|Zendesk Configuration: URL: https://app.company.com, Access Token: btx8twlp2ern5v4ozw0cjv0zkxduy6tpqbo40ru5ksxvxh6aeer4edti2vhwcwpd, Webhook: https://hooks.company.com/kvy723fj8ubes6mmk7xo01v50jnmwev2, Settings: Retry: 4, Timeout: 93s [ID: 4881]|{"account_id": "ACC-045", "region": "Southwest", "product_line": "SMB"}
user-005|semantic|Sales Velocity refers to the measurement of business outcomes. Key characteristics include measurable outcomes, actionable insights, and continuous improvement. [ID: 4882]|{"account_id": "ACC-059", "region": "South", "product_line": "Platform"}
user-003|resource|# Competitive Analysis
@@ -16484,7 +16484,7 @@ user-005|procedural|My competitive analysis process: First, Conduct initial asse
user-005|procedural|My customer onboarding process: First, Finalize documentation. Second, Identify key stakeholders. Third, Review requirements thoroughly. Fourth, Collect feedback regularly. Finally, Address concerns and objections. [ID: 4888]|{"account_id": "ACC-092", "region": "Midwest", "product_line": "Integration"}
user-002|core|Iris Martinez here - I'm the Sales Engineer for Innovation Labs's engineering team. [ID: 4889]|{"account_id": "ACC-065", "region": "International", "product_line": "Enterprise"}
user-002|procedural|My lead scoring process: First, Collect feedback regularly. Second, Identify key stakeholders. Third, Finalize documentation. Fourth, Negotiate terms and pricing. Finally, Conduct initial assessment. [ID: 4890]|{"account_id": "ACC-092", "region": "Southeast", "product_line": "Platform"}
-user-002|knowledge_vault|Salesforce API Credentials: API Key: sk_wckucemhgvoigg39k4fjfsp3f9nq0a4z, Secret: 9EQI7D3D1LGVV1IRMLW2FJOV8OGBWQY9873DJC9F, Endpoint: https://api.service.com/v1, Region: us-east-1 [ID: 4891]|{"account_id": "ACC-168", "region": "Northeast", "product_line": "Analytics"}
+user-002|knowledge|Salesforce API Credentials: API Key: sk_wckucemhgvoigg39k4fjfsp3f9nq0a4z, Secret: 9EQI7D3D1LGVV1IRMLW2FJOV8OGBWQY9873DJC9F, Endpoint: https://api.service.com/v1, Region: us-east-1 [ID: 4891]|{"account_id": "ACC-168", "region": "Northeast", "product_line": "Analytics"}
user-002|core|I'm Bob Smith, Business Development Manager at Digital Dynamics. My focus areas are digital transformation and enterprise sales. [ID: 4892]|{"account_id": "ACC-070", "region": "Northwest", "product_line": "Platform"}
user-002|semantic|Win Rate refers to the measurement of business outcomes. Key characteristics include measurable outcomes, actionable insights, and continuous improvement. [ID: 4893]|{"account_id": "ACC-186", "region": "Midwest", "product_line": "Enterprise"}
user-001|core|I'm Jack Anderson, CTO at Global Enterprises. My focus areas are technical consulting and technical consulting. [ID: 4894]|{"account_id": "ACC-087", "region": "Southeast", "product_line": "Analytics"}
@@ -16524,16 +16524,16 @@ user-003|semantic|Customer Churn is a key metric for business performance. It he
user-002|core|Jack Anderson here - I'm the CTO for FinTech Solutions's operations team. [ID: 4900]|{"account_id": "ACC-022", "region": "Northeast", "product_line": "Cloud"}
user-005|episodic|On Friday at 17:30 AM, I had a discovery call with Smart Solutions. We discussed expansion plans for Q4 and agreed to extend contract. [ID: 4901]|{"account_id": "ACC-180", "region": "Southwest", "product_line": "SMB"}
user-003|procedural|My competitive analysis process: First, Identify key stakeholders. Second, Schedule implementation. Third, Collect feedback regularly. Fourth, Address concerns and objections. Finally, Finalize documentation. [ID: 4902]|{"account_id": "ACC-188", "region": "Southeast", "product_line": "Platform"}
-user-005|knowledge_vault|Stripe Configuration: URL: https://app.company.com, Access Token: 16rd1ssjgbim6dlc35m9cx55kobft7ik2o4bx5y7buj2qq3jx1d7dm4d74rwyf6w, Webhook: https://hooks.company.com/k4pl8uu0g6vjlalrjrm63yycf19377z7, Settings: Retry: 3, Timeout: 36s [ID: 4903]|{"account_id": "ACC-081", "region": "West", "product_line": "Integration"}
+user-005|knowledge|Stripe Configuration: URL: https://app.company.com, Access Token: 16rd1ssjgbim6dlc35m9cx55kobft7ik2o4bx5y7buj2qq3jx1d7dm4d74rwyf6w, Webhook: https://hooks.company.com/k4pl8uu0g6vjlalrjrm63yycf19377z7, Settings: Retry: 3, Timeout: 36s [ID: 4903]|{"account_id": "ACC-081", "region": "West", "product_line": "Integration"}
user-002|core|Profile update: Iris Martinez, CTO position at CloudSystems, responsible for customer retention. [ID: 4904]|{"account_id": "ACC-157", "region": "West", "product_line": "SMB"}
user-002|episodic|Yesterday at 8:00 AM, I conducted a training session for FinTech Solutions. Deal moved to final stage. [ID: 4905]|{"account_id": "ACC-063", "region": "Northeast", "product_line": "Financial"}
user-004|procedural|Migration checklist: 1) Address concerns and objections. 2) Collect feedback regularly. 3) Document lessons learned. 4) Present to decision makers. 5) Conduct initial assessment. [ID: 4906]|{"account_id": "ACC-125", "region": "Southwest", "product_line": "Operations"}
user-004|core|I'm Emma Wilson, working as Sales Engineer in Quantum Systems. My key expertise is in digital transformation. [ID: 4907]|{"account_id": "ACC-025", "region": "International", "product_line": "Security"}
user-004|semantic|Lead Qualification Framework refers to the measurement of business outcomes. Key characteristics include measurable outcomes, actionable insights, and continuous improvement. [ID: 4908]|{"account_id": "ACC-179", "region": "Central", "product_line": "Financial"}
user-003|episodic|This morning at 8:00 PM, I closed a deal with FinTech Solutions worth $422K annually. The contract was signed after 2 months of negotiations. [ID: 4909]|{"account_id": "ACC-006", "region": "South", "product_line": "Analytics"}
-user-003|knowledge_vault|Azure Credentials: API Key: sk_yki2jb74g5p0r8wid7060lj9347hqoo7, Secret: CS1HDUH7WW8EA5R7L8WGBPR1PI4KPCFLMPJNG0U0, Endpoint: https://api.service.com/v3, Region: eu-west-1 [ID: 4910]|{"account_id": "ACC-054", "region": "South", "product_line": "Operations"}
+user-003|knowledge|Azure Credentials: API Key: sk_yki2jb74g5p0r8wid7060lj9347hqoo7, Secret: CS1HDUH7WW8EA5R7L8WGBPR1PI4KPCFLMPJNG0U0, Endpoint: https://api.service.com/v3, Region: eu-west-1 [ID: 4910]|{"account_id": "ACC-054", "region": "South", "product_line": "Operations"}
user-004|procedural|My contract renewal process: First, Monitor progress closely. Second, Finalize documentation. Third, Conduct initial assessment. Fourth, Document lessons learned. Finally, Negotiate terms and pricing. [ID: 4911]|{"account_id": "ACC-122", "region": "Midwest", "product_line": "Analytics"}
-user-005|knowledge_vault|Staging Environment Access: Server: prod-db-7.company.com, Port: 27017, Username: admin_9065, Password: p6qcuEtpVpF9IIfY, Additional: SSL: Required, Timeout: 50s [ID: 4912]|{"account_id": "ACC-048", "region": "East", "product_line": "SMB"}
+user-005|knowledge|Staging Environment Access: Server: prod-db-7.company.com, Port: 27017, Username: admin_9065, Password: p6qcuEtpVpF9IIfY, Additional: SSL: Required, Timeout: 50s [ID: 4912]|{"account_id": "ACC-048", "region": "East", "product_line": "SMB"}
user-003|resource|# Competitive Analysis
## Overview
@@ -16586,7 +16586,7 @@ user-004|core|Frank Chen here - I'm the Account Executive for DataVision Inc's m
user-005|semantic|Predictive Analytics is a key metric for business performance. It helps organizations make data-driven decisions. Critical for strategic planning and optimization. [ID: 4920]|{"account_id": "ACC-118", "region": "South", "product_line": "SMB"}
user-001|semantic|Digital Sales Room is a key metric for business performance. It helps organizations make data-driven decisions. Critical for strategic planning and optimization. [ID: 4921]|{"account_id": "ACC-172", "region": "South", "product_line": "Operations"}
user-002|episodic|On Friday, I had a call with FinTech Solutions regarding feature request. We resolved the problem within 1 hours and they agreed to upgrade their plan. [ID: 4922]|{"account_id": "ACC-021", "region": "Northeast", "product_line": "Integration"}
-user-002|knowledge_vault|HubSpot Configuration: URL: https://portal.company.com, Access Token: ccmzu0npofoz2izk374o6xwkbidvyj8s9pl7cg13cwzn7s14c1l5mvzif25lqnms, Webhook: https://hooks.company.com/kgju6ezxgwll3tf85v9kdrpjfexx49ir, Settings: Retry: 5, Timeout: 115s [ID: 4923]|{"account_id": "ACC-136", "region": "South", "product_line": "Analytics"}
+user-002|knowledge|HubSpot Configuration: URL: https://portal.company.com, Access Token: ccmzu0npofoz2izk374o6xwkbidvyj8s9pl7cg13cwzn7s14c1l5mvzif25lqnms, Webhook: https://hooks.company.com/kgju6ezxgwll3tf85v9kdrpjfexx49ir, Settings: Retry: 5, Timeout: 115s [ID: 4923]|{"account_id": "ACC-136", "region": "South", "product_line": "Analytics"}
user-005|episodic|On Thursday at 14:30 PM, I had a quarterly business review with FinTech Solutions. We discussed expansion plans for Q4 and they committed to a 40% increase. [ID: 4924]|{"account_id": "ACC-159", "region": "South", "product_line": "Integration"}
user-005|resource|# Complete Product Pricing Guide
@@ -16604,7 +16604,7 @@ Always monitor throughout the process
## Resources
Training materials available on internal portal [ID: 4925]|{"account_id": "ACC-092", "region": "Midwest", "product_line": "Integration"}
user-002|core|I'm Emma Wilson, VP of Operations at DataVision Inc. My focus areas are B2B marketing and digital transformation. [ID: 4926]|{"account_id": "ACC-147", "region": "South", "product_line": "Operations"}
-user-005|knowledge_vault|Production Database Access: Server: staging-db-4.company.com, Port: 5432, Username: admin_1289, Password: j3$xMkDz6m9OB!NH, Additional: SSL: Required, Timeout: 14s [ID: 4927]|{"account_id": "ACC-010", "region": "Midwest", "product_line": "Integration"}
+user-005|knowledge|Production Database Access: Server: staging-db-4.company.com, Port: 5432, Username: admin_1289, Password: j3$xMkDz6m9OB!NH, Additional: SSL: Required, Timeout: 14s [ID: 4927]|{"account_id": "ACC-010", "region": "Midwest", "product_line": "Integration"}
user-003|resource|# Competitive Analysis
## Overview
@@ -16630,8 +16630,8 @@ user-005|procedural|Pipeline review workflow: Step 1 - Schedule implementation.
user-005|procedural|Deal approval workflow: Step 1 - Review requirements thoroughly. Step 2 - Negotiate terms and pricing. Step 3 - Document lessons learned. Step 4 - Collect feedback regularly. Step 5 - Schedule implementation. [ID: 4936]|{"account_id": "ACC-146", "region": "Northeast", "product_line": "Financial"}
user-002|core|My name is Iris Martinez and I work as a VP of Operations at Digital Dynamics. I specialize in enterprise sales. [ID: 4937]|{"account_id": "ACC-145", "region": "Northeast", "product_line": "SMB"}
user-005|procedural|Opportunity management workflow: Step 1 - Finalize documentation. Step 2 - Address concerns and objections. Step 3 - Collect feedback regularly. Step 4 - Conduct initial assessment. Step 5 - Schedule implementation. [ID: 4938]|{"account_id": "ACC-039", "region": "South", "product_line": "Financial"}
-user-001|knowledge_vault|Backup Server Access: Server: dev-db-3.company.com, Port: 27017, Username: admin_5606, Password: zF796Vg5EAWggJDu, Additional: SSL: Required, Timeout: 24s [ID: 4939]|{"account_id": "ACC-117", "region": "Southeast", "product_line": "Operations"}
-user-002|knowledge_vault|Slack Configuration: URL: https://portal.company.com, Access Token: v0fyte0dg4iyctr4rkm5gkngjipmxn8um95rhrpni7f5g3k18kkashujnf8wdpmg, Webhook: https://hooks.company.com/mixdcx205d7ngnpszwvmji8wjdegfbh3, Settings: Retry: 5, Timeout: 110s [ID: 4940]|{"account_id": "ACC-154", "region": "Southwest", "product_line": "Marketing"}
+user-001|knowledge|Backup Server Access: Server: dev-db-3.company.com, Port: 27017, Username: admin_5606, Password: zF796Vg5EAWggJDu, Additional: SSL: Required, Timeout: 24s [ID: 4939]|{"account_id": "ACC-117", "region": "Southeast", "product_line": "Operations"}
+user-002|knowledge|Slack Configuration: URL: https://portal.company.com, Access Token: v0fyte0dg4iyctr4rkm5gkngjipmxn8um95rhrpni7f5g3k18kkashujnf8wdpmg, Webhook: https://hooks.company.com/mixdcx205d7ngnpszwvmji8wjdegfbh3, Settings: Retry: 5, Timeout: 110s [ID: 4940]|{"account_id": "ACC-154", "region": "Southwest", "product_line": "Marketing"}
user-003|semantic|Win Rate is an essential tool for modern business. It provides benefits such as increased efficiency, better decision making, and improved ROI. [ID: 4941]|{"account_id": "ACC-017", "region": "Midwest", "product_line": "Security"}
user-004|resource|# Comprehensive Product Pricing Guide
@@ -16653,14 +16653,14 @@ user-005|semantic|Customer Data Platform refers to the measurement of business o
user-003|procedural|Review checklist: 1) Monitor progress closely. 2) Address concerns and objections. 3) Review requirements thoroughly. 4) Collect feedback regularly. 5) Finalize documentation. [ID: 4945]|{"account_id": "ACC-102", "region": "International", "product_line": "Operations"}
user-002|episodic|On Tuesday, I had a call with Global Enterprises regarding feature request. We resolved the problem within 2 hours and they agreed to extend the trial. [ID: 4946]|{"account_id": "ACC-140", "region": "East", "product_line": "Operations"}
user-001|core|Profile update: Jack Anderson, Account Executive position at Smart Solutions, responsible for revenue growth. [ID: 4947]|{"account_id": "ACC-068", "region": "International", "product_line": "Enterprise"}
-user-005|knowledge_vault|Monitoring System Access: Server: prod-db-4.company.com, Port: 8080, Username: admin_1356, Password: 3HbdPL!QzEcLqW5k, Additional: SSL: Required, Timeout: 55s [ID: 4948]|{"account_id": "ACC-001", "region": "Midwest", "product_line": "Financial"}
+user-005|knowledge|Monitoring System Access: Server: prod-db-4.company.com, Port: 8080, Username: admin_1356, Password: 3HbdPL!QzEcLqW5k, Additional: SSL: Required, Timeout: 55s [ID: 4948]|{"account_id": "ACC-001", "region": "Midwest", "product_line": "Financial"}
user-003|semantic|Revenue Operations is an essential tool for modern business. It provides benefits such as increased efficiency, better decision making, and improved ROI. [ID: 4949]|{"account_id": "ACC-089", "region": "Southeast", "product_line": "Integration"}
user-002|episodic|On Wednesday, I had a call with Global Enterprises regarding service outage. We resolved the problem within 1 hours and they agreed to continue their contract. [ID: 4950]|{"account_id": "ACC-062", "region": "Northwest", "product_line": "Security"}
user-004|core|Carol Davis here - I'm the Product Manager for Quantum Systems's operations team. [ID: 4951]|{"account_id": "ACC-031", "region": "West", "product_line": "Analytics"}
user-002|semantic|Customer Data Platform refers to the measurement of business outcomes. Key characteristics include measurable outcomes, actionable insights, and continuous improvement. [ID: 4952]|{"account_id": "ACC-107", "region": "Northeast", "product_line": "Analytics"}
user-004|episodic|On Wednesday, I had a call with Global Enterprises regarding billing discrepancy. We resolved the problem within 1 hours and they agreed to expand to more users. [ID: 4953]|{"account_id": "ACC-001", "region": "Midwest", "product_line": "Enterprise"}
-user-004|knowledge_vault|Integration Hub Credentials: API Key: sk_7sh3kyg1od87pb8m64wabb8pli70rsk9, Secret: TBM20SFUH2M69YWCO07H81Z81LMOPMNLCE7H8QJX, Endpoint: https://api.platform.com/v1, Region: ap-southeast-1 [ID: 4954]|{"account_id": "ACC-011", "region": "Central", "product_line": "Security"}
-user-001|knowledge_vault|Monitoring System Access: Server: staging-db-5.company.com, Port: 6379, Username: admin_1153, Password: 25KM@kv0uZWeDHRJ, Additional: SSL: Required, Timeout: 36s [ID: 4955]|{"account_id": "ACC-122", "region": "Midwest", "product_line": "Operations"}
+user-004|knowledge|Integration Hub Credentials: API Key: sk_7sh3kyg1od87pb8m64wabb8pli70rsk9, Secret: TBM20SFUH2M69YWCO07H81Z81LMOPMNLCE7H8QJX, Endpoint: https://api.platform.com/v1, Region: ap-southeast-1 [ID: 4954]|{"account_id": "ACC-011", "region": "Central", "product_line": "Security"}
+user-001|knowledge|Monitoring System Access: Server: staging-db-5.company.com, Port: 6379, Username: admin_1153, Password: 25KM@kv0uZWeDHRJ, Additional: SSL: Required, Timeout: 36s [ID: 4955]|{"account_id": "ACC-122", "region": "Midwest", "product_line": "Operations"}
user-004|core|I'm David Lee, Sales Engineer at Quantum Systems. My focus areas are customer engagement and business intelligence. [ID: 4956]|{"account_id": "ACC-161", "region": "Southeast", "product_line": "Operations"}
user-005|core|My name is Iris Martinez and I work as a Marketing Director at Smart Solutions. I specialize in customer engagement. [ID: 4957]|{"account_id": "ACC-124", "region": "Southeast", "product_line": "Marketing"}
user-005|episodic|On Monday at 10:30 AM, I had a technical consultation with FinTech Solutions. We discussed performance metrics and agreed to extend contract. [ID: 4958]|{"account_id": "ACC-152", "region": "East", "product_line": "Cloud"}
@@ -16707,7 +16707,7 @@ Always monitor throughout the process
## Resources
Training materials available on internal portal [ID: 4973]|{"account_id": "ACC-100", "region": "Southeast", "product_line": "Marketing"}
-user-004|knowledge_vault|Backup Server Access: Server: prod-db-4.company.com, Port: 5432, Username: admin_9386, Password: zx5KTLnxZEuL6%MH, Additional: SSL: Required, Timeout: 30s [ID: 4974]|{"account_id": "ACC-141", "region": "Northeast", "product_line": "Operations"}
+user-004|knowledge|Backup Server Access: Server: prod-db-4.company.com, Port: 5432, Username: admin_9386, Password: zx5KTLnxZEuL6%MH, Additional: SSL: Required, Timeout: 30s [ID: 4974]|{"account_id": "ACC-141", "region": "Northeast", "product_line": "Operations"}
user-003|procedural|Review checklist: 1) Finalize documentation. 2) Document lessons learned. 3) Monitor progress closely. 4) Schedule implementation. 5) Review requirements thoroughly. [ID: 4975]|{"account_id": "ACC-116", "region": "International", "product_line": "Analytics"}
user-002|semantic|Sales Velocity refers to the measurement of business outcomes. Key characteristics include measurable outcomes, actionable insights, and continuous improvement. [ID: 4976]|{"account_id": "ACC-115", "region": "Southeast", "product_line": "Platform"}
user-004|core|Profile update: Grace Taylor, Account Executive position at Quantum Systems, responsible for revenue growth. [ID: 4977]|{"account_id": "ACC-102", "region": "Midwest", "product_line": "Marketing"}
@@ -16730,9 +16730,9 @@ user-003|semantic|Digital Sales Room is an essential tool for modern business. I
user-002|procedural|Pipeline review workflow: Step 1 - Finalize documentation. Step 2 - Schedule implementation. Step 3 - Address concerns and objections. Step 4 - Negotiate terms and pricing. Step 5 - Document lessons learned. [ID: 4980]|{"account_id": "ACC-119", "region": "West", "product_line": "Platform"}
user-001|procedural|Implementation checklist: 1) Schedule implementation. 2) Negotiate terms and pricing. 3) Finalize documentation. 4) Monitor progress closely. 5) Document lessons learned. [ID: 4981]|{"account_id": "ACC-154", "region": "Southeast", "product_line": "Analytics"}
user-002|semantic|Revenue Operations is a key metric for business performance. It helps organizations make data-driven decisions. Critical for strategic planning and optimization. [ID: 4982]|{"account_id": "ACC-079", "region": "West", "product_line": "SMB"}
-user-002|knowledge_vault|Staging Environment Access: Server: dev-db-5.company.com, Port: 5432, Username: admin_6205, Password: 9s0fEXgiAJwpRdUR, Additional: SSL: Required, Timeout: 59s [ID: 4983]|{"account_id": "ACC-011", "region": "International", "product_line": "Financial"}
+user-002|knowledge|Staging Environment Access: Server: dev-db-5.company.com, Port: 5432, Username: admin_6205, Password: 9s0fEXgiAJwpRdUR, Additional: SSL: Required, Timeout: 59s [ID: 4983]|{"account_id": "ACC-011", "region": "International", "product_line": "Financial"}
user-001|episodic|On Wednesday, I had a call with Smart Solutions regarding billing discrepancy. We resolved the problem within 3 hours and they agreed to upgrade their plan. [ID: 4984]|{"account_id": "ACC-023", "region": "Northeast", "product_line": "Platform"}
-user-005|knowledge_vault|Backup Server Access: Server: dev-db-5.company.com, Port: 5432, Username: admin_7534, Password: N62eu2fhK2CV1VWh, Additional: SSL: Required, Timeout: 54s [ID: 4985]|{"account_id": "ACC-060", "region": "Midwest", "product_line": "Security"}
+user-005|knowledge|Backup Server Access: Server: dev-db-5.company.com, Port: 5432, Username: admin_7534, Password: N62eu2fhK2CV1VWh, Additional: SSL: Required, Timeout: 54s [ID: 4985]|{"account_id": "ACC-060", "region": "Midwest", "product_line": "Security"}
user-004|procedural|Review checklist: 1) Finalize documentation. 2) Monitor progress closely. 3) Identify key stakeholders. 4) Prepare detailed proposal. 5) Present to decision makers. [ID: 4986]|{"account_id": "ACC-086", "region": "Midwest", "product_line": "Financial"}
user-004|resource|# Comprehensive Q4 Sales Strategy
@@ -16769,10 +16769,10 @@ We will implement aggressive tactics to achieve our objectives. This includes hi
1) Complete by end of month 2) Review weekly progress 3) Adjust strategy as needed [ID: 4991]|{"account_id": "ACC-017", "region": "West", "product_line": "Platform"}
user-001|episodic|This morning at 16:00 AM, I closed a deal with FinTech Solutions worth $355K annually. The contract was signed after 3 months of negotiations. [ID: 4992]|{"account_id": "ACC-179", "region": "East", "product_line": "Security"}
user-003|semantic|Conversation Intelligence is a key metric for business performance. It helps organizations make data-driven decisions. Critical for strategic planning and optimization. [ID: 4993]|{"account_id": "ACC-063", "region": "Central", "product_line": "Integration"}
-user-003|knowledge_vault|Payment Gateway Credentials: API Key: sk_9xfqok6903orzcl7mkq8w3tntv5u7k29, Secret: YHTG35G522LZN0M12KY5F8YV0I8ONNZXY6RSMKXT, Endpoint: https://api.service.com/v1, Region: us-east-1 [ID: 4994]|{"account_id": "ACC-136", "region": "Midwest", "product_line": "Marketing"}
+user-003|knowledge|Payment Gateway Credentials: API Key: sk_9xfqok6903orzcl7mkq8w3tntv5u7k29, Secret: YHTG35G522LZN0M12KY5F8YV0I8ONNZXY6RSMKXT, Endpoint: https://api.service.com/v1, Region: us-east-1 [ID: 4994]|{"account_id": "ACC-136", "region": "Midwest", "product_line": "Marketing"}
user-002|episodic|Yesterday at 9:00 PM, I conducted a presentation for NextGen Tech. They requested a follow-up. [ID: 4995]|{"account_id": "ACC-036", "region": "South", "product_line": "SMB"}
-user-001|knowledge_vault|Zendesk Configuration: URL: https://app.company.com, Access Token: d97fab9z355041injxn1sofy9kpt0c7x0akjf72eit5kdievmj9udtsrcpkujiss, Webhook: https://hooks.company.com/ztchgkm8xwbqxexc7p8yu8rp88gn3pk8, Settings: Retry: 6, Timeout: 99s [ID: 4996]|{"account_id": "ACC-128", "region": "Midwest", "product_line": "Enterprise"}
-user-005|knowledge_vault|AWS Credentials: API Key: sk_weqifktsknpq2oboitui4tj8k7cb3zjn, Secret: UWWLV6R4DI3KYCALXJLGXMOOGJ0TTRCC9SALW4DX, Endpoint: https://api.service.com/v2, Region: ap-southeast-1 [ID: 4997]|{"account_id": "ACC-143", "region": "South", "product_line": "Analytics"}
+user-001|knowledge|Zendesk Configuration: URL: https://app.company.com, Access Token: d97fab9z355041injxn1sofy9kpt0c7x0akjf72eit5kdievmj9udtsrcpkujiss, Webhook: https://hooks.company.com/ztchgkm8xwbqxexc7p8yu8rp88gn3pk8, Settings: Retry: 6, Timeout: 99s [ID: 4996]|{"account_id": "ACC-128", "region": "Midwest", "product_line": "Enterprise"}
+user-005|knowledge|AWS Credentials: API Key: sk_weqifktsknpq2oboitui4tj8k7cb3zjn, Secret: UWWLV6R4DI3KYCALXJLGXMOOGJ0TTRCC9SALW4DX, Endpoint: https://api.service.com/v2, Region: ap-southeast-1 [ID: 4997]|{"account_id": "ACC-143", "region": "South", "product_line": "Analytics"}
user-003|core|I'm Bob Smith, working as Marketing Director in NextGen Tech. My key expertise is in product strategy. [ID: 4998]|{"account_id": "ACC-174", "region": "Southwest", "product_line": "Cloud"}
user-005|core|I'm Emma Wilson, Customer Success Manager at NextGen Tech. My focus areas are AI solutions and business intelligence. [ID: 4999]|{"account_id": "ACC-165", "region": "Northeast", "product_line": "Analytics"}
-user-003|knowledge_vault|Salesforce Configuration: URL: https://portal.company.com, Access Token: lmich6va421wtzugkyozkalyg3fqoqvkvesm3divfve71t8zv2idycq97jwrv4e7, Webhook: https://hooks.company.com/yu45rxy6afskxfpctxw5nmyf004tsyfk, Settings: Retry: 8, Timeout: 95s [ID: 5000]|{"account_id": "ACC-156", "region": "West", "product_line": "Enterprise"}
+user-003|knowledge|Salesforce Configuration: URL: https://portal.company.com, Access Token: lmich6va421wtzugkyozkalyg3fqoqvkvesm3divfve71t8zv2idycq97jwrv4e7, Webhook: https://hooks.company.com/yu45rxy6afskxfpctxw5nmyf004tsyfk, Settings: Retry: 8, Timeout: 95s [ID: 5000]|{"account_id": "ACC-156", "region": "West", "product_line": "Enterprise"}
diff --git a/samples/poetry.lock b/samples/poetry.lock
index b28c8493..6842edb7 100644
--- a/samples/poetry.lock
+++ b/samples/poetry.lock
@@ -2867,7 +2867,7 @@ files = [
[[package]]
name = "mirix"
-version = "0.1.5"
+version = "0.1.4"
description = "Multi-Agent Personal Assistant with an Advanced Memory System"
optional = false
python-versions = ">=3.10,<4.0"
diff --git a/samples/pyproject.toml b/samples/pyproject.toml
index 63938793..5dfb1e73 100644
--- a/samples/pyproject.toml
+++ b/samples/pyproject.toml
@@ -4,7 +4,7 @@ build-backend = "setuptools.build_meta"
[project]
name = "mirix-samples"
-version = "0.1.5"
+version = "0.1.4"
description = "A sample directory for MIRIX quick start"
readme = "README.md"
license = {text = "Apache License 2.0"}
diff --git a/samples/run_client.py b/samples/run_client.py
index 0725dd55..c7791efb 100644
--- a/samples/run_client.py
+++ b/samples/run_client.py
@@ -8,10 +8,23 @@
- Or set MIRIX_API_URL environment variable to your server URL
"""
+import argparse
import logging
import os
+import sys
from pathlib import Path
+from dotenv import load_dotenv
+
+# Allow running this file directly via `python samples/run_client.py` without
+# installing the package (adds repo root to the import path).
+REPO_ROOT = Path(__file__).resolve().parents[1]
+if str(REPO_ROOT) not in sys.path:
+ sys.path.insert(0, str(REPO_ROOT))
+
+# Load env vars from repo-root `./.env` (does not override already-set env vars).
+load_dotenv(REPO_ROOT / ".env", override=False)
+
from mirix import MirixClient
# Configure logging
@@ -162,8 +175,8 @@ def print_memories(memories):
print(" Content: Not included in response (use search API for full details)")
print()
- elif memory_type == "knowledge_vault":
- # Knowledge vault: API only returns id and caption in retrieve endpoint
+ elif memory_type == "knowledge":
+ # Knowledge: API only returns id and caption in retrieve endpoint
for i, item in enumerate(items, 1):
caption = item.get('caption', 'N/A')
# API doesn't return entry_type, source, sensitivity in retrieve endpoint
@@ -354,6 +367,14 @@ def test_search_all_users(client):
def main():
+ parser = argparse.ArgumentParser(description="Mirix client demo script")
+ parser.add_argument(
+ "--config",
+ type=str,
+ default="mirix/configs/examples/mirix_gemini.yaml",
+ help="Path to the config YAML file (default: mirix/configs/examples/mirix_gemini.yaml)"
+ )
+ args = parser.parse_args()
# Resolve config path relative to project root
# Get the directory where this script is located (samples/)
@@ -369,26 +390,27 @@ def main():
# Create MirixClient (connects to server via REST API)
client_id = 'sales-loader-client' #'demo-client-app' # Identifies the client application
- user_id = 'caring cathy' #'demo-user' # Identifies the end-user within the client app
+ # user_id = 'demo-user' #'demo-user' # Identifies the end-user within the client app
org_id = 'demo-org'
+ api_key = os.environ.get("MIRIX_API_KEY")
+ if not api_key:
+ raise ValueError("MIRIX_API_KEY is required to run this sample.")
client = MirixClient(
- #api_key=api_key,
- client_id="sales-loader-client",
- client_scope="Sales",
- org_id="demo-org",
+ api_key=api_key,
+ # client_id="sales-loader-client",
+ # client_scope="Sales",
+ # org_id="demo-org",
debug=True,
)
client.initialize_meta_agent(
- config_path=str(config_path),
- # Alternative: config_path=str(project_root / "mirix/configs/examples/mirix_openai.yaml"),
- update_agents=False,
+ config_path=args.config,
+ update_agents=True,
)
- """
result = client.add(
- user_id=user_id, # Optional - uses admin user if None
+ # user_id=user_id, # Optional - uses admin user if None
messages=[
{
"role": "user",
@@ -410,19 +432,192 @@ def main():
}]
},
],
- chaining=False
+ chaining=True
)
print(f"[OK] Memory added successfully: {result.get('success', False)}")
- """
- # 4. Example: Retrieve memories using new API
- test_retrieve_with_conversation(client, user_id)
+ # # 4. Example: Retrieve memories using new API
+ # print("Step 4: Retrieving memories with conversation context...")
+ # print("-" * 70)
+ # try:
+ # filter_tags = {} #{"expert_id": "expert-234"}
- # 5. Example: Search memories using BM25
- #test_search(client, user_id)
+ # memories = client.retrieve_with_conversation(
+ # user_id=user_id, # Optional - uses admin user if None
+ # messages=[
+ # {
+ # "role": "user",
+ # "content": [{
+ # "type": "text",
+ # "text": "What did we discuss on MirixDB in last 4 days?"
+ # }]
+ # }
+ # ],
+ # limit=10, # Retrieve up to 10 items per memory type
+ # filter_tags = filter_tags
+ # )
- # 6. Example: Search across all users in organization
- #test_search_all_users(client)
+ # print("[OK] Retrieved memories successfully")
+
+ # # Debug: Show temporal filtering info
+ # if memories.get("temporal_expression"):
+ # print(f" 🕐 Temporal expression detected: '{memories.get('temporal_expression')}'")
+ # if memories.get("date_range"):
+ # date_range = memories.get("date_range")
+ # print(f" 📅 Date range applied:")
+ # print(f" Start: {date_range.get('start')}")
+ # print(f" End: {date_range.get('end')}")
+
+ # if memories.get("memories"):
+ # for memory_type, data in memories["memories"].items():
+ # if data and data.get("total_count", 0) > 0:
+ # print(f"\n {'=' * 60}")
+ # print(f" {memory_type.upper()} MEMORY (Total: {data['total_count']})")
+ # print(f" {'=' * 60}")
+
+ # # Debug: Check what keys are in the data
+ # items = data.get("items", [])
+
+ # # Episodic memory uses 'recent' and 'relevant' keys instead of 'items'
+ # if not items and memory_type == "episodic":
+ # # Combine both recent and relevant episodic memories
+ # recent = data.get("recent", [])
+ # relevant = data.get("relevant", [])
+ # # Merge and deduplicate by ID
+ # seen_ids = set()
+ # items = []
+ # for item in recent + relevant:
+ # if item.get('id') not in seen_ids:
+ # items.append(item)
+ # seen_ids.add(item.get('id'))
+
+ # # Some other memory types may also use 'recent' as fallback
+ # if not items and "recent" in data:
+ # items = data.get("recent", [])
+
+ # # Debug: If still no items but total_count > 0, log the issue
+ # if not items and data.get("total_count", 0) > 0:
+ # print(f" ⚠️ DEBUG: No items found despite total_count={data['total_count']}")
+ # print(f" Available keys in data: {list(data.keys())}")
+ # if data.keys():
+ # for key in data.keys():
+ # if key not in ['total_count', 'items', 'recent']:
+ # print(f" {key}: {type(data[key])} (length: {len(data[key]) if isinstance(data[key], (list, dict)) else 'N/A'})")
+ # print()
+
+ # if memory_type == "core":
+ # # Core memory: blocks with label and value
+ # for i, item in enumerate(items, 1):
+ # print(f" [{i}] {item.get('label', 'N/A')}: {item.get('value', 'N/A')}")
+ # print()
+
+ # elif memory_type == "episodic":
+ # # Episodic memory: event with full details
+ # for i, item in enumerate(items, 1):
+ # summary = item.get('summary', 'N/A')
+ # # API returns 'timestamp' not 'occurred_at'
+ # occurred = item.get('timestamp', item.get('occurred_at', 'N/A'))
+ # event_type = item.get('event_type', 'N/A')
+ # details = item.get('details', '')
+ # actor = item.get('actor', 'N/A')
+
+ # print(f" [{i}] {summary}")
+ # print(f" Time: {occurred}")
+ # if event_type != 'N/A':
+ # print(f" Type: {event_type}")
+ # if actor != 'N/A':
+ # print(f" Actor: {actor}")
+ # if details:
+ # print(f" Details: {details}")
+ # print()
+
+ # elif memory_type == "procedural":
+ # # Procedural memory: procedure with summary (API doesn't return full details)
+ # for i, item in enumerate(items, 1):
+ # # API returns 'summary' not 'description'
+ # summary = item.get('summary', item.get('description', 'N/A'))
+ # entry_type = item.get('entry_type', 'N/A')
+ # # API doesn't return 'steps' in retrieve endpoint (only id, entry_type, summary)
+ # steps = item.get('steps', [])
+
+ # print(f" [{i}] [{entry_type}] {summary}")
+ # if steps:
+ # print(f" Steps ({len(steps)}):")
+ # for step_num, step in enumerate(steps, 1):
+ # print(f" {step_num}. {step}")
+ # else:
+ # print(" Steps: Not included in response (use search API for full details)")
+ # print()
+
+ # elif memory_type == "semantic":
+ # # Semantic memory: concept with name and summary
+ # for i, item in enumerate(items, 1):
+ # name = item.get('name', 'N/A')
+ # summary = item.get('summary', 'N/A')
+ # source = item.get('source', 'N/A')
+ # details = item.get('details', '')
+
+ # print(f" [{i}] {name}")
+ # print(f" Summary: {summary}")
+ # if details:
+ # print(f" Details: {details}")
+ # print(f" Source: {source}")
+ # print()
+
+ # elif memory_type == "resource":
+ # # Resource memory: document summary (API doesn't return content in retrieve endpoint)
+ # for i, item in enumerate(items, 1):
+ # title = item.get('title', 'N/A')
+ # res_type = item.get('resource_type', 'N/A')
+ # summary = item.get('summary', 'N/A')
+ # # API doesn't return 'content' in retrieve endpoint (only id, title, summary, resource_type)
+ # content = item.get('content', '')
+
+ # print(f" [{i}] [{res_type}] {title}")
+ # print(f" Summary: {summary}")
+
+ # if content:
+ # content_len = len(content)
+ # print(f" Content Length: {content_len} characters")
+ # preview = content[:200].replace('\n', ' ')
+ # if len(content) > 200:
+ # preview += "..."
+ # print(f" Preview: {preview}")
+ # else:
+ # print(" Content: Not included in response (use search API for full details)")
+ # print()
+
+ # elif memory_type == "knowledge":
+ # # Knowledge: API only returns id and caption in retrieve endpoint
+ # for i, item in enumerate(items, 1):
+ # caption = item.get('caption', 'N/A')
+ # # API doesn't return entry_type, source, sensitivity in retrieve endpoint
+ # entry_type = item.get('entry_type', 'N/A')
+ # source = item.get('source', 'N/A')
+ # sensitivity = item.get('sensitivity', 'N/A')
+
+ # print(f" [{i}] {caption}")
+ # if entry_type != 'N/A':
+ # print(f" Type: {entry_type}")
+ # if source != 'N/A':
+ # print(f" Source: {source}")
+ # if sensitivity != 'N/A':
+ # print(f" Sensitivity: {sensitivity}")
+ # # Don't print secret_value for security
+ # print(" Secret: [REDACTED for security]")
+ # print()
+
+ # else:
+ # # Fallback for unknown types
+ # for i, item in enumerate(items, 1):
+ # print(f" [{i}] {item}")
+ # else:
+ # print(" No memories found yet (may need more time to process)")
+ # except Exception as e:
+ # print(f"[ERROR] Error retrieving memories: {e}")
+ # import traceback
+ # traceback.print_exc()
+ # print()
# 7. Example: Retrieve by topic
# print("Step 5: Retrieving by topic...")
diff --git a/scripts/reset_database.py b/scripts/reset_database.py
index 92e6345c..86648ba8 100755
--- a/scripts/reset_database.py
+++ b/scripts/reset_database.py
@@ -353,7 +353,7 @@ def reset_postgresql(
tables text[] := ARRAY[
'message', 'tools_agents', 'agents_tags',
'episodic_memory', 'semantic_memory', 'procedural_memory',
- 'knowledge_vault', 'resource_memory', 'cloud_file_mapping',
+ 'knowledge', 'resource_memory', 'cloud_file_mapping',
'step', 'block', 'tool', 'agent', 'sandbox_config',
'sandbox_environment_variables', 'agent_environment_variables',
'provider', 'organization', 'user'
diff --git a/setup.py b/setup.py
index df28ee42..12a08703 100644
--- a/setup.py
+++ b/setup.py
@@ -94,11 +94,9 @@ def get_version():
"flake8",
],
"voice": [
- "SpeechRecognition",
"pydub",
],
"full": [
- "SpeechRecognition",
"pydub",
],
},
diff --git a/tests/README.md b/tests/README.md
index 25a692fe..8bb4273a 100644
--- a/tests/README.md
+++ b/tests/README.md
@@ -42,7 +42,7 @@ Comprehensive coverage of all 5 memory types with all search methods:
- ✅ **Episodic Memory**: Insert events, search by summary/details (bm25, embedding)
- ✅ **Procedural Memory**: Insert procedures, search by summary/steps (bm25, embedding)
- ✅ **Resource Memory**: Insert resources, search by summary (bm25, embedding) / content (bm25 only)
-- ✅ **Knowledge Vault**: Insert knowledge, search by caption (bm25, embedding) / secret_value (bm25)
+- ✅ **Knowledge**: Insert knowledge, search by caption (bm25, embedding) / secret_value (bm25)
- ✅ **Semantic Memory**: Insert items, search by name/summary/details (bm25, embedding)
- ✅ **Cross-memory search**: Search across all memory types
@@ -65,7 +65,7 @@ set GEMINI_API_KEY=your_api_key_here
**Automatic Initialization**: Both test files will automatically:
- Create `demo-user` in `demo-org` organization
-- Initialize meta agent and all sub-agents (episodic, procedural, resource, knowledge vault, semantic)
+- Initialize meta agent and all sub-agents (episodic, procedural, resource, knowledge, semantic)
- No manual setup needed!
## Running Integration Tests
diff --git a/tests/test_agent_prompt_update.py b/tests/test_agent_prompt_update.py
index 33435457..f9c662a4 100644
--- a/tests/test_agent_prompt_update.py
+++ b/tests/test_agent_prompt_update.py
@@ -2,7 +2,7 @@
Agent System Prompt Update Integration Tests for Mirix
Tests system prompt updates for all memory agent types:
-- Episodic, Semantic, Core, Procedural, Resource, Knowledge Vault, Reflexion, Meta Memory
+- Episodic, Semantic, Core, Procedural, Resource, Knowledge, Reflexion, Meta Memory
- Verifies updates in: running agents, PostgreSQL database, Redis cache
- Verifies system message (message_ids[0]) is updated
@@ -280,7 +280,7 @@ def get_system_message_id(agent) -> str:
"core",
"procedural",
"resource",
- "knowledge_vault",
+ "knowledge",
"reflexion",
"meta_memory_agent",
]
diff --git a/tests/test_credit_system.py b/tests/test_credit_system.py
new file mode 100644
index 00000000..64770763
--- /dev/null
+++ b/tests/test_credit_system.py
@@ -0,0 +1,259 @@
+import importlib.machinery
+import sys
+import uuid
+from contextlib import contextmanager
+from pathlib import Path
+from types import ModuleType
+
+import pytest
+
+
+def _ensure_mirix_package():
+ if "mirix" in sys.modules:
+ return
+ package_root = Path(__file__).resolve().parents[1] / "mirix"
+ stub = ModuleType("mirix")
+ stub.__file__ = str(package_root / "__init__.py")
+ stub.__path__ = [str(package_root)]
+ stub.__version__ = "0.0"
+ stub.__spec__ = importlib.machinery.ModuleSpec(
+ "mirix", loader=None, is_package=True
+ )
+ stub.__spec__.submodule_search_locations = stub.__path__
+ sys.modules["mirix"] = stub
+
+
+_ensure_mirix_package()
+
+import mirix.services.client_manager as client_manager_module
+from mirix.client.utils import get_utc_time
+from mirix.llm_api.llm_client import LLMClient
+from mirix.pricing import calculate_cost
+from mirix.schemas.client import Client as PydanticClient
+from mirix.schemas.llm_config import LLMConfig
+from mirix.schemas.openai.chat_completion_response import (
+ ChatCompletionResponse,
+ Choice,
+ Message,
+ PromptTokensDetails,
+ UsageStatistics,
+)
+from mirix.services.client_manager import ClientManager
+
+
+class StubLLMClient:
+ def __init__(self, response: ChatCompletionResponse):
+ self.response = response
+ self.call_count = 0
+
+ def send_llm_request(
+ self,
+ messages,
+ tools=None,
+ stream=False,
+ force_tool_call=None,
+ get_input_data_for_debugging=False,
+ existing_file_uris=None,
+ ):
+ self.call_count += 1
+ return self.response
+
+
+class FakeClient:
+ def __init__(self, client_id: str, credits: float):
+ self.id = client_id
+ self.credits = credits
+ self.update_calls = 0
+
+ def update_with_redis(self, session, actor=None):
+ self.update_calls += 1
+
+ def to_pydantic(self) -> PydanticClient:
+ return PydanticClient(
+ id=self.id,
+ name=f"Test Client {self.id}",
+ organization_id="org-test",
+ scope="read_write",
+ credits=self.credits,
+ )
+
+
+def _build_response(
+ model: str,
+ prompt_tokens: int,
+ completion_tokens: int,
+ cached_tokens: int = 0,
+) -> ChatCompletionResponse:
+ prompt_details = (
+ PromptTokensDetails(cached_tokens=cached_tokens)
+ if cached_tokens > 0
+ else None
+ )
+ usage = UsageStatistics(
+ prompt_tokens=prompt_tokens,
+ completion_tokens=completion_tokens,
+ total_tokens=prompt_tokens + completion_tokens,
+ prompt_tokens_details=prompt_details,
+ )
+ return ChatCompletionResponse(
+ id=str(uuid.uuid4()),
+ choices=[
+ Choice(
+ finish_reason="stop",
+ index=0,
+ message=Message(role="assistant", content="Test response"),
+ )
+ ],
+ created=get_utc_time(),
+ model=model,
+ usage=usage,
+ )
+
+
+def _patch_llm_client(monkeypatch, expected_endpoint_type: str, response):
+ stub = StubLLMClient(response)
+
+ def _create(llm_config):
+ assert llm_config.model_endpoint_type == expected_endpoint_type
+ assert llm_config.model == response.model
+ return stub
+
+ monkeypatch.setattr(LLMClient, "create", staticmethod(_create))
+ return stub
+
+
+@contextmanager
+def _fake_session():
+ yield object()
+
+
+def _setup_client_manager(monkeypatch, store: dict[str, FakeClient]) -> ClientManager:
+ def fake_read(cls, db_session, identifier):
+ return store[identifier]
+
+ monkeypatch.setattr(
+ client_manager_module.ClientModel,
+ "read",
+ classmethod(fake_read),
+ )
+ manager = ClientManager.__new__(ClientManager)
+ manager.session_maker = _fake_session
+ return manager
+
+
+def _deduct_from_usage(
+ client_mgr: ClientManager,
+ client_id: str,
+ model: str,
+ usage: UsageStatistics,
+):
+ cached_tokens = usage.cached_tokens
+ non_cached_prompt_tokens = max(usage.prompt_tokens - cached_tokens, 0)
+ cost = calculate_cost(
+ model=model,
+ prompt_tokens=non_cached_prompt_tokens,
+ completion_tokens=usage.completion_tokens,
+ cached_tokens=cached_tokens,
+ )
+ client_mgr.deduct_credits(client_id, cost)
+ return cost
+
+
+def test_deduct_credits_updates_balance(monkeypatch):
+ client_id = f"test-credit-direct-{uuid.uuid4().hex[:8]}"
+ store = {client_id: FakeClient(client_id, 25.0)}
+ client_mgr = _setup_client_manager(monkeypatch, store)
+
+ updated = client_mgr.deduct_credits(client_id, 4.5)
+ assert updated.credits == pytest.approx(20.5)
+ assert store[client_id].credits == pytest.approx(20.5)
+ assert store[client_id].update_calls == 1
+
+
+def test_credit_deduction_openai_call(monkeypatch):
+ model = "gpt-4o-mini"
+ prompt_tokens = 120
+ completion_tokens = 30
+ cached_tokens = 10
+
+ llm_config = LLMConfig(
+ model=model,
+ model_endpoint_type="openai",
+ model_endpoint="https://api.openai.com/v1",
+ context_window=8192,
+ )
+ response = _build_response(
+ model=model,
+ prompt_tokens=prompt_tokens,
+ completion_tokens=completion_tokens,
+ cached_tokens=cached_tokens,
+ )
+ stub = _patch_llm_client(monkeypatch, "openai", response)
+
+ client_id = f"test-credit-openai-{uuid.uuid4().hex[:8]}"
+ store = {client_id: FakeClient(client_id, 100.0)}
+ client_mgr = _setup_client_manager(monkeypatch, store)
+
+ llm_client = LLMClient.create(llm_config)
+ llm_response = llm_client.send_llm_request(messages=[])
+ before = store[client_id].credits
+ cost = _deduct_from_usage(client_mgr, client_id, model, llm_response.usage)
+ after = store[client_id].credits
+
+ assert stub.call_count == 1
+ assert cost == pytest.approx(
+ calculate_cost(
+ model=model,
+ prompt_tokens=prompt_tokens - cached_tokens,
+ completion_tokens=completion_tokens,
+ cached_tokens=cached_tokens,
+ )
+ )
+ assert after == pytest.approx(before - cost)
+
+
+def test_credit_deduction_gemini_call(monkeypatch):
+ model = "gemini-1.5-flash"
+ prompt_tokens = 80
+ completion_tokens = 25
+ cached_tokens = 0
+
+ llm_config = LLMConfig(
+ model=model,
+ model_endpoint_type="google_ai",
+ model_endpoint="https://generativelanguage.googleapis.com",
+ context_window=8192,
+ )
+ response = _build_response(
+ model=model,
+ prompt_tokens=prompt_tokens,
+ completion_tokens=completion_tokens,
+ cached_tokens=cached_tokens,
+ )
+ stub = _patch_llm_client(monkeypatch, "google_ai", response)
+
+ client_id = f"test-credit-gemini-{uuid.uuid4().hex[:8]}"
+ store = {client_id: FakeClient(client_id, 100.0)}
+ client_mgr = _setup_client_manager(monkeypatch, store)
+
+ llm_client = LLMClient.create(llm_config)
+ llm_response = llm_client.send_llm_request(messages=[])
+ before = store[client_id].credits
+ cost = _deduct_from_usage(client_mgr, client_id, model, llm_response.usage)
+ after = store[client_id].credits
+
+ assert stub.call_count == 1
+ assert cost == pytest.approx(
+ calculate_cost(
+ model=model,
+ prompt_tokens=prompt_tokens,
+ completion_tokens=completion_tokens,
+ cached_tokens=cached_tokens,
+ )
+ )
+ assert after == pytest.approx(before - cost)
+
+
+@pytest.mark.skip(reason="TODO: add credit deduction tests for other model providers")
+def test_credit_deduction_other_models_placeholder():
+ assert True
diff --git a/tests/test_local_client.py b/tests/test_local_client.py
deleted file mode 100644
index 248307b4..00000000
--- a/tests/test_local_client.py
+++ /dev/null
@@ -1,787 +0,0 @@
-"""
-Comprehensive Unit Tests for LocalClient
-
-This test suite verifies all APIs in mirix/local_client/local_client.py,
-including agent management, memory operations, tool management, block management,
-and client-scoped isolation.
-
-Test Coverage:
-- LocalClient initialization (with/without client_id)
-- Agent CRUD operations
-- Meta agent creation
-- Tool management (create, list, update, delete)
-- Block management (create, list, update, delete)
-- Memory operations (core memory, archival, recall)
-- Message operations
-- Sandbox configuration
-- File management
-- Client isolation
-"""
-
-import os
-import sys
-import tempfile
-import time
-import uuid
-from pathlib import Path
-from typing import List
-
-import pytest
-
-# Add project root to path
-project_root = Path(__file__).parent.parent
-sys.path.insert(0, str(project_root))
-
-from mirix import EmbeddingConfig, LLMConfig
-from mirix.local_client.local_client import LocalClient
-from mirix.orm.errors import NoResultFound
-from mirix.schemas.agent import AgentState, AgentType
-from mirix.schemas.block import Block, Human, Persona
-from mirix.schemas.llm_config import LLMConfig
-from mirix.schemas.memory import Memory
-from mirix.schemas.tool import Tool
-
-
-# Test configuration
-TEST_RUN_ID = uuid.uuid4().hex[:8]
-TEST_ORG_ID = f"test-local-org-{TEST_RUN_ID}"
-TEST_CLIENT_A_ID = f"test-local-client-a-{TEST_RUN_ID}"
-TEST_CLIENT_B_ID = f"test-local-client-b-{TEST_RUN_ID}"
-TEST_USER_A_ID = f"test-local-user-a-{TEST_RUN_ID}"
-TEST_USER_B_ID = f"test-local-user-b-{TEST_RUN_ID}"
-
-# LLM configuration for testing
-TEST_LLM_CONFIG = LLMConfig(
- model="gpt-4",
- model_endpoint_type="openai",
- model_endpoint="https://api.openai.com/v1",
- context_window=8192,
-)
-
-TEST_EMBEDDING_CONFIG = EmbeddingConfig(
- embedding_model="text-embedding-ada-002",
- embedding_endpoint_type="openai",
- embedding_endpoint="https://api.openai.com/v1",
- embedding_dim=1536,
- embedding_chunk_size=300,
-)
-
-
-# ============================================================================
-# FIXTURES
-# ============================================================================
-
-@pytest.fixture(scope="module")
-def test_organization():
- """Create test organization before any clients."""
- # Use a default client to create the test organization
- default_client = LocalClient(
- debug=False,
- default_llm_config=TEST_LLM_CONFIG,
- default_embedding_config=TEST_EMBEDDING_CONFIG,
- )
-
- # Create the test organization
- org = default_client.create_org(name=f"test-org-{TEST_RUN_ID}")
-
- # Update the global TEST_ORG_ID to use the created org's ID
- global TEST_ORG_ID
- TEST_ORG_ID = org.id
-
- yield org
-
-
-@pytest.fixture(scope="module")
-def client_a(test_organization):
- """Create LocalClient A for testing."""
- client = LocalClient(
- client_id=TEST_CLIENT_A_ID,
- user_id=TEST_USER_A_ID,
- org_id=test_organization.id,
- debug=False,
- default_llm_config=TEST_LLM_CONFIG,
- default_embedding_config=TEST_EMBEDDING_CONFIG,
- )
- yield client
-
-
-@pytest.fixture(scope="module")
-def client_b(test_organization):
- """Create LocalClient B for testing client isolation."""
- client = LocalClient(
- client_id=TEST_CLIENT_B_ID,
- user_id=TEST_USER_B_ID,
- org_id=test_organization.id,
- debug=False,
- default_llm_config=TEST_LLM_CONFIG,
- default_embedding_config=TEST_EMBEDDING_CONFIG,
- )
- yield client
-
-
-@pytest.fixture(scope="module")
-def default_client():
- """Create LocalClient with default IDs."""
- client = LocalClient(
- debug=False,
- default_llm_config=TEST_LLM_CONFIG,
- default_embedding_config=TEST_EMBEDDING_CONFIG,
- )
- yield client
-
-
-@pytest.fixture
-def test_memory(client_a):
- """Create a test memory object."""
- from mirix.schemas.memory import BasicBlockMemory
- from mirix.schemas.block import Block
-
- # Create blocks without user_id - let block_manager set it during save
- return BasicBlockMemory(
- blocks=[
- Block(value="Test persona description", limit=5000, label="persona"),
- Block(value="Test human description", limit=5000, label="human"),
- ]
- )
-
-
-@pytest.fixture
-def temp_file():
- """Create a temporary file for testing."""
- with tempfile.NamedTemporaryFile(mode='w', suffix='.txt', delete=False) as f:
- f.write("Test file content")
- temp_path = f.name
- yield temp_path
- # Cleanup
- if os.path.exists(temp_path):
- os.remove(temp_path)
-
-
-# ============================================================================
-# TEST: INITIALIZATION
-# ============================================================================
-
-class TestInitialization:
- """Test LocalClient initialization."""
-
- def test_init_with_explicit_ids(self, client_a):
- """Test initialization with explicit client_id, user_id, org_id."""
- assert client_a.client_id == TEST_CLIENT_A_ID
- assert client_a.user_id == TEST_USER_A_ID
- assert client_a.org_id == TEST_ORG_ID
- assert client_a.client is not None
- assert client_a.user is not None
- assert client_a.organization is not None
-
- def test_init_with_default_ids(self, default_client):
- """Test initialization without explicit IDs (uses defaults)."""
- assert default_client.client_id is not None
- assert default_client.user_id is not None
- assert default_client.org_id is not None
- assert default_client.client is not None
- assert default_client.user is not None
- assert default_client.organization is not None
-
- def test_client_attributes(self, client_a):
- """Test that all expected attributes are initialized."""
- assert hasattr(client_a, 'client_id')
- assert hasattr(client_a, 'user_id')
- assert hasattr(client_a, 'org_id')
- assert hasattr(client_a, 'client')
- assert hasattr(client_a, 'user')
- assert hasattr(client_a, 'organization')
- assert hasattr(client_a, 'server')
- assert hasattr(client_a, 'interface')
- assert hasattr(client_a, 'file_manager')
-
- def test_default_configs(self, client_a):
- """Test that default LLM and embedding configs are set."""
- assert client_a._default_llm_config == TEST_LLM_CONFIG
- assert client_a._default_embedding_config == TEST_EMBEDDING_CONFIG
-
-
-# ============================================================================
-# TEST: AGENT MANAGEMENT
-# ============================================================================
-
-class TestAgentManagement:
- """Test agent CRUD operations."""
-
- def test_create_agent(self, client_a, test_memory):
- """Test creating an agent."""
- agent_name = f"test-agent-{uuid.uuid4().hex[:8]}"
-
- agent = client_a.create_agent(
- name=agent_name,
- agent_type=AgentType.chat_agent,
- memory=test_memory,
- system="You are a helpful assistant.",
- description="Test agent",
- )
-
- assert agent is not None
- assert agent.name == agent_name
- assert agent.agent_type == AgentType.chat_agent
-
- def test_list_agents(self, client_a, test_memory):
- """Test listing agents."""
- # Create a test agent
- agent_name = f"test-list-agent-{uuid.uuid4().hex[:8]}"
- client_a.create_agent(
- name=agent_name,
- memory=test_memory,
- system="Test system prompt",
- )
-
- # List agents
- agents = client_a.list_agents()
- assert isinstance(agents, list)
- assert len(agents) >= 1
-
- # Verify our agent is in the list
- agent_names = [a.name for a in agents]
- assert agent_name in agent_names
-
- def test_get_agent(self, client_a, test_memory):
- """Test getting an agent by ID."""
- # Create an agent
- agent_name = f"test-get-agent-{uuid.uuid4().hex[:8]}"
- created_agent = client_a.create_agent(
- name=agent_name,
- memory=test_memory,
- system="Test system",
- )
-
- # Get the agent
- retrieved_agent = client_a.get_agent(created_agent.id)
- assert retrieved_agent.id == created_agent.id
- assert retrieved_agent.name == agent_name
-
- def test_get_agent_by_name(self, client_a, test_memory):
- """Test getting an agent by name."""
- agent_name = f"test-get-by-name-{uuid.uuid4().hex[:8]}"
- client_a.create_agent(
- name=agent_name,
- memory=test_memory,
- system="Test system",
- )
-
- # Get by name
- agent = client_a.get_agent_by_name(agent_name)
- assert agent.name == agent_name
-
- def test_get_agent_id(self, client_a, test_memory):
- """Test getting agent ID by name."""
- agent_name = f"test-get-id-{uuid.uuid4().hex[:8]}"
- created_agent = client_a.create_agent(
- name=agent_name,
- memory=test_memory,
- system="Test system",
- )
-
- agent_id = client_a.get_agent_id(agent_name)
- assert agent_id == created_agent.id
-
- def test_agent_exists(self, client_a, test_memory):
- """Test checking if an agent exists."""
- agent_name = f"test-exists-{uuid.uuid4().hex[:8]}"
- created_agent = client_a.create_agent(
- name=agent_name,
- memory=test_memory,
- system="Test system",
- )
-
- # Check by ID
- assert client_a.agent_exists(agent_id=created_agent.id) is True
-
- # Check by name
- assert client_a.agent_exists(agent_name=agent_name) is True
-
- # Check non-existent
- assert client_a.agent_exists(agent_name="non-existent-agent-xyz") is False
-
- def test_rename_agent(self, client_a, test_memory):
- """Test renaming an agent."""
- old_name = f"test-rename-old-{uuid.uuid4().hex[:8]}"
- new_name = f"test-rename-new-{uuid.uuid4().hex[:8]}"
-
- agent = client_a.create_agent(
- name=old_name,
- memory=test_memory,
- system="Test system",
- )
-
- # Rename
- client_a.rename_agent(agent.id, new_name)
-
- # Verify
- renamed_agent = client_a.get_agent(agent.id)
- assert renamed_agent.name == new_name
-
- def test_delete_agent(self, client_a, test_memory):
- """Test deleting an agent."""
- agent_name = f"test-delete-{uuid.uuid4().hex[:8]}"
- agent = client_a.create_agent(
- name=agent_name,
- memory=test_memory,
- system="Test system",
- )
-
- # Delete
- client_a.delete_agent(agent.id)
-
- # Verify deletion
- assert client_a.agent_exists(agent_id=agent.id) is False
-
-
-# ============================================================================
-# TEST: CLIENT ISOLATION
-# ============================================================================
-
-class TestClientIsolation:
- """Test that clients have isolated agents."""
-
- def test_agents_isolated_by_client(self, client_a, client_b, test_memory):
- """Test that agents are isolated per client."""
- # Create agent in client A
- agent_a_name = f"test-isolation-a-{uuid.uuid4().hex[:8]}"
- agent_a = client_a.create_agent(
- name=agent_a_name,
- memory=test_memory,
- system="Client A agent",
- )
-
- # Create agent in client B
- agent_b_name = f"test-isolation-b-{uuid.uuid4().hex[:8]}"
- agent_b = client_b.create_agent(
- name=agent_b_name,
- memory=test_memory,
- system="Client B agent",
- )
-
- # List agents for each client
- agents_a = client_a.list_agents()
- agents_b = client_b.list_agents()
-
- # Verify client A can see its own agent
- agent_a_names = [a.name for a in agents_a]
- assert agent_a_name in agent_a_names
-
- # Verify client B can see its own agent
- agent_b_names = [a.name for a in agents_b]
- assert agent_b_name in agent_b_names
-
- # Verify client A cannot see client B's agent
- assert agent_b_name not in agent_a_names
-
- # Verify client B cannot see client A's agent
- assert agent_a_name not in agent_b_names
-
- def test_get_agent_respects_client_ownership(self, client_a, client_b, test_memory):
- """Test that get_agent respects client ownership."""
- # Create agent in client A
- agent_a = client_a.create_agent(
- name=f"test-ownership-{uuid.uuid4().hex[:8]}",
- memory=test_memory,
- system="Client A agent",
- )
-
- # Client B should not be able to access client A's agent
- with pytest.raises((NoResultFound, Exception)):
- client_b.get_agent(agent_a.id)
-
-
-# ============================================================================
-# TEST: TOOL MANAGEMENT
-# ============================================================================
-
-class TestToolManagement:
- """Test tool CRUD operations."""
-
- def test_create_tool(self, client_a):
- """Test creating a tool."""
- def test_function(x: int, y: int) -> int:
- """
- Add two numbers.
-
- Args:
- x: First number to add
- y: Second number to add
-
- Returns:
- Sum of x and y
- """
- return x + y
-
- tool_name = f"test_tool_{uuid.uuid4().hex[:8]}"
- tool = client_a.create_tool(
- func=test_function,
- name=tool_name,
- description="Test tool",
- tags=["test"],
- )
-
- assert tool is not None
- assert tool.name == tool_name
-
- def test_list_tools(self, client_a):
- """Test listing tools."""
- tools = client_a.list_tools(limit=50)
- assert isinstance(tools, list)
-
- def test_get_tool(self, client_a):
- """Test getting a tool by ID."""
- def test_function() -> str:
- """
- Return a test string.
-
- Returns:
- A test string
- """
- return "test"
-
- tool_name = f"test_get_tool_{uuid.uuid4().hex[:8]}"
- created_tool = client_a.create_tool(func=test_function, name=tool_name)
-
- retrieved_tool = client_a.get_tool(created_tool.id)
- assert retrieved_tool.id == created_tool.id
- assert retrieved_tool.name == tool_name
-
- def test_get_tool_id(self, client_a):
- """Test getting tool ID by name."""
- def test_function() -> str:
- """
- Return a test string.
-
- Returns:
- A test string
- """
- return "test"
-
- tool_name = f"test_tool_id_{uuid.uuid4().hex[:8]}"
- created_tool = client_a.create_tool(func=test_function, name=tool_name)
-
- tool_id = client_a.get_tool_id(tool_name)
- assert tool_id == created_tool.id
-
- def test_update_tool(self, client_a):
- """Test updating a tool."""
- def test_function() -> str:
- """
- Return a test string.
-
- Returns:
- A test string
- """
- return "original"
-
- tool_name = f"test_update_tool_{uuid.uuid4().hex[:8]}"
- tool = client_a.create_tool(func=test_function, name=tool_name)
-
- # Update
- new_description = "Updated description"
- updated_tool = client_a.update_tool(
- id=tool.id,
- description=new_description,
- )
-
- assert updated_tool.description == new_description
-
- def test_delete_tool(self, client_a):
- """Test deleting a tool."""
- def test_function() -> str:
- """
- Return a test string.
-
- Returns:
- A test string
- """
- return "test"
-
- tool_name = f"test_delete_tool_{uuid.uuid4().hex[:8]}"
- tool = client_a.create_tool(func=test_function, name=tool_name)
-
- # Delete
- client_a.delete_tool(tool.id)
-
- # Verify deletion - get_tool raises NoResultFound for deleted tools
- from mirix.orm.errors import NoResultFound
- with pytest.raises(NoResultFound):
- client_a.get_tool(tool.id)
-
-
-# ============================================================================
-# TEST: BLOCK MANAGEMENT (Humans, Personas, Custom Blocks)
-# ============================================================================
-
-class TestBlockManagement:
- """Test block CRUD operations."""
-
- def test_create_human(self, client_a):
- """Test creating a human block."""
- human_name = f"test_human_{uuid.uuid4().hex[:8]}"
- human_text = "I am a software engineer."
-
- human = client_a.create_human(name=human_name, text=human_text)
- assert human is not None
- assert human.value == human_text
-
- def test_create_persona(self, client_a):
- """Test creating a persona block."""
- persona_name = f"test_persona_{uuid.uuid4().hex[:8]}"
- persona_text = "You are a helpful AI assistant."
-
- persona = client_a.create_persona(name=persona_name, text=persona_text)
- assert persona is not None
- assert persona.value == persona_text
-
- def test_list_humans(self, client_a):
- """Test listing human blocks."""
- # Create a human first
- client_a.create_human(
- name=f"test_list_human_{uuid.uuid4().hex[:8]}",
- text="Test human"
- )
-
- humans = client_a.list_humans()
- assert isinstance(humans, list)
-
- def test_list_personas(self, client_a):
- """Test listing persona blocks."""
- # Create a persona first
- client_a.create_persona(
- name=f"test_list_persona_{uuid.uuid4().hex[:8]}",
- text="Test persona"
- )
-
- personas = client_a.list_personas()
- assert isinstance(personas, list)
-
- def test_create_block(self, client_a):
- """Test creating a custom block."""
- block_label = f"test_block_{uuid.uuid4().hex[:8]}"
- block_value = "Test block content"
-
- block = client_a.create_block(
- label=block_label,
- value=block_value,
- limit=1000,
- )
-
- assert block is not None
- assert block.label == block_label
- assert block.value == block_value
-
- def test_list_blocks(self, client_a):
- """Test listing blocks."""
- blocks = client_a.list_blocks()
- assert isinstance(blocks, list)
-
- def test_get_block(self, client_a):
- """Test getting a block by ID."""
- block_label = f"test_get_block_{uuid.uuid4().hex[:8]}"
- created_block = client_a.create_block(
- label=block_label,
- value="Test content",
- )
-
- retrieved_block = client_a.get_block(created_block.id)
- assert retrieved_block.id == created_block.id
- assert retrieved_block.label == block_label
-
- def test_update_block(self, client_a):
- """Test updating a block."""
- block_label = f"test_update_block_{uuid.uuid4().hex[:8]}"
- block = client_a.create_block(
- label=block_label,
- value="Original content",
- )
-
- # Update
- new_value = "Updated content"
- updated_block = client_a.update_block(
- block_id=block.id,
- value=new_value,
- )
-
- assert updated_block.value == new_value
-
- def test_delete_block(self, client_a):
- """Test deleting a block."""
- block_label = f"test_delete_block_{uuid.uuid4().hex[:8]}"
- block = client_a.create_block(
- label=block_label,
- value="Test content",
- )
-
- # Delete
- deleted_block = client_a.delete_block(block.id)
- assert deleted_block is not None
-
-
-# ============================================================================
-# TEST: MEMORY OPERATIONS
-# ============================================================================
-
-class TestMemoryOperations:
- """Test memory-related operations."""
-
- def test_get_core_memory(self, client_a, test_memory):
- """Test getting agent's core memory."""
- agent = client_a.create_agent(
- name=f"test_memory_agent_{uuid.uuid4().hex[:8]}",
- memory=test_memory,
- system="Test system",
- )
-
- memory = client_a.get_core_memory(agent.id)
- assert memory is not None
- assert isinstance(memory, Memory)
-
- def test_get_in_context_memory(self, client_a, test_memory):
- """Test getting agent's in-context memory."""
- agent = client_a.create_agent(
- name=f"test_in_context_{uuid.uuid4().hex[:8]}",
- memory=test_memory,
- system="Test system",
- )
-
- memory = client_a.get_in_context_memory(agent.id)
- assert memory is not None
- assert isinstance(memory, Memory)
-
-
-# ============================================================================
-# TEST: FILE MANAGEMENT
-# ============================================================================
-
-class TestFileManagement:
- """Test file management operations."""
-
- def test_save_file(self, client_a, temp_file):
- """Test saving a file."""
- file_metadata = client_a.save_file(temp_file)
- assert file_metadata is not None
- assert file_metadata.file_name is not None
-
- def test_list_files(self, client_a):
- """Test listing files."""
- files = client_a.list_files(limit=10)
- assert isinstance(files, list)
-
- def test_get_file(self, client_a, temp_file):
- """Test getting file metadata."""
- saved_file = client_a.save_file(temp_file)
-
- retrieved_file = client_a.get_file(saved_file.id)
- assert retrieved_file.id == saved_file.id
-
- def test_search_files(self, client_a, temp_file):
- """Test searching files by name."""
- saved_file = client_a.save_file(temp_file)
-
- # Search by partial name
- search_pattern = Path(temp_file).stem[:5]
- results = client_a.search_files(search_pattern)
- assert isinstance(results, list)
-
- def test_delete_file(self, client_a, temp_file):
- """Test deleting a file."""
- saved_file = client_a.save_file(temp_file)
-
- # Delete
- client_a.delete_file(saved_file.id)
-
- # Verify deletion
- with pytest.raises((NoResultFound, Exception)):
- client_a.get_file(saved_file.id)
-
-
-# ============================================================================
-# TEST: ORGANIZATION MANAGEMENT
-# ============================================================================
-
-class TestOrganizationManagement:
- """Test organization operations."""
-
- def test_create_org(self, default_client):
- """Test creating an organization."""
- org_name = f"test_org_{uuid.uuid4().hex[:8]}"
- org = default_client.create_org(name=org_name)
- assert org is not None
- assert org.name == org_name
-
- def test_list_orgs(self, default_client):
- """Test listing organizations."""
- orgs = default_client.list_orgs(limit=10)
- assert isinstance(orgs, list)
- assert len(orgs) >= 1
-
-
-# ============================================================================
-# TEST: USER MANAGEMENT
-# ============================================================================
-
-class TestUserManagement:
- """Test user operations."""
-
- def test_create_user(self, client_a):
- """Test that the client has a valid user."""
- # LocalClient initializes with a user via get_user_or_default
- # If the specified user_id doesn't exist, it uses the default user
- assert client_a.user is not None
- assert client_a.user.id is not None
- assert client_a.user.name is not None
- # Note: user.organization_id may be default org if user was not created for test org
-
-
-# ============================================================================
-# TEST: CONFIGURATION MANAGEMENT
-# ============================================================================
-
-class TestConfigurationManagement:
- """Test LLM and embedding configuration management."""
-
- def test_set_default_llm_config(self, client_a):
- """Test setting default LLM configuration."""
- new_config = LLMConfig(
- model="gpt-3.5-turbo",
- model_endpoint_type="openai",
- model_endpoint="https://api.openai.com/v1",
- context_window=4096,
- )
-
- client_a.set_default_llm_config(new_config)
- assert client_a._default_llm_config == new_config
-
- def test_set_default_embedding_config(self, client_a):
- """Test setting default embedding configuration."""
- new_config = EmbeddingConfig(
- embedding_model="text-embedding-3-small",
- embedding_endpoint_type="openai",
- embedding_endpoint="https://api.openai.com/v1",
- embedding_dim=1536,
- embedding_chunk_size=256,
- )
-
- client_a.set_default_embedding_config(new_config)
- assert client_a._default_embedding_config == new_config
-
- def test_list_llm_configs(self, client_a):
- """Test listing available LLM configurations."""
- configs = client_a.list_llm_configs()
- assert isinstance(configs, list)
-
- def test_list_embedding_configs(self, client_a):
- """Test listing available embedding configurations."""
- configs = client_a.list_embedding_configs()
- assert isinstance(configs, list)
-
-
-# ============================================================================
-# MAIN
-# ============================================================================
-
-if __name__ == "__main__":
- pytest.main([__file__, "-v", "-s"])
-
diff --git a/tests/test_memory_decay.py b/tests/test_memory_decay.py
new file mode 100644
index 00000000..90b02a1c
--- /dev/null
+++ b/tests/test_memory_decay.py
@@ -0,0 +1,286 @@
+"""
+Server-side tests for memory decay (fade + expire).
+
+These tests insert backdated episodic events directly via managers and verify:
+1) faded memories are excluded by default
+2) expired memories are deleted by cleanup
+"""
+
+import configparser
+import os
+import uuid
+import warnings
+from datetime import datetime, timedelta, timezone
+from pathlib import Path
+
+import pytest
+
+warnings.filterwarnings(
+ "ignore",
+ category=DeprecationWarning,
+ module="speech_recognition",
+)
+
+from mirix.schemas.agent import (
+ AgentType,
+ CreateMetaAgent,
+ MemoryConfig,
+ MemoryDecayConfig,
+ UpdateAgent,
+)
+from mirix.schemas.client import Client
+from mirix.schemas.llm_config import LLMConfig
+from mirix.schemas.organization import Organization
+from mirix.schemas.user import User as PydanticUser
+
+
+TEST_RUN_ID = uuid.uuid4().hex[:8]
+TEST_ORG_ID = f"test-decay-org-{TEST_RUN_ID}"
+TEST_CLIENT_ID = f"test-decay-client-{TEST_RUN_ID}"
+TEST_USER_ID = f"test-decay-user-{TEST_RUN_ID}"
+
+OLD_TAGS = {"test": "memory-decay", "batch": "old"}
+RECENT_TAGS = {"test": "memory-decay", "batch": "recent"}
+
+DECAY_CONFIG = {"fade_after_days": 1, "expire_after_days": 2}
+
+
+@pytest.fixture(scope="module")
+def server_context():
+ original_config_path = os.environ.get("MEMGPT_CONFIG_PATH")
+ temp_root = Path(__file__).parent.parent / ".test-data" / f"memory-decay-{TEST_RUN_ID}"
+ temp_root.mkdir(parents=True, exist_ok=True)
+ config_path = temp_root / "config.ini"
+
+ config = configparser.ConfigParser()
+ config["recall_storage"] = {"type": "sqlite", "path": ":memory:"}
+ config["archival_storage"] = {"type": "sqlite", "path": ":memory:"}
+ config["metadata_storage"] = {"type": "sqlite", "path": ":memory:"}
+ with config_path.open("w", encoding="utf-8") as handle:
+ config.write(handle)
+
+ os.environ["MEMGPT_CONFIG_PATH"] = str(config_path)
+
+ from mirix.server.server import SyncServer
+ from mirix.settings import settings
+
+ server = SyncServer()
+ original_embeddings = settings.build_embeddings_for_memory
+ settings.build_embeddings_for_memory = False
+
+ try:
+ # Organization
+ try:
+ org = server.organization_manager.get_organization_by_id(TEST_ORG_ID)
+ except Exception:
+ org = server.organization_manager.create_organization(
+ pydantic_org=Organization(id=TEST_ORG_ID, name=TEST_ORG_ID)
+ )
+
+ # Client
+ try:
+ client = server.client_manager.get_client_by_id(TEST_CLIENT_ID)
+ except Exception:
+ client = server.client_manager.create_client(
+ pydantic_client=Client(
+ id=TEST_CLIENT_ID,
+ name=TEST_CLIENT_ID,
+ organization_id=org.id,
+ status="active",
+ scope="read_write",
+ )
+ )
+
+ # User
+ try:
+ user = server.user_manager.get_user_by_id(TEST_USER_ID)
+ except Exception:
+ user = server.user_manager.create_user(
+ pydantic_user=PydanticUser(
+ id=TEST_USER_ID,
+ name=TEST_USER_ID,
+ organization_id=org.id,
+ timezone=server.user_manager.DEFAULT_TIME_ZONE,
+ ),
+ client_id=client.id,
+ )
+
+ # Meta agent with decay config
+ llm_config = LLMConfig(
+ model="gpt-4o-mini",
+ model_endpoint_type="openai",
+ model_endpoint="https://api.openai.com/v1",
+ context_window=128000,
+ )
+ memory_config = MemoryConfig(
+ decay=MemoryDecayConfig(**DECAY_CONFIG)
+ )
+
+ meta_agent = server.agent_manager.create_meta_agent(
+ meta_agent_create=CreateMetaAgent(
+ name=f"meta_memory_agent_{TEST_RUN_ID}",
+ agents=["meta_memory_agent", "episodic_memory_agent"],
+ llm_config=llm_config,
+ embedding_config=None,
+ memory=memory_config,
+ ),
+ actor=client,
+ user_id=user.id,
+ )
+
+ if not meta_agent.memory_config:
+ meta_agent = server.agent_manager.update_agent(
+ agent_id=meta_agent.id,
+ agent_update=UpdateAgent(memory_config={"decay": DECAY_CONFIG}),
+ actor=client,
+ )
+
+ meta_agent = server.agent_manager.get_agent_by_id(
+ agent_id=meta_agent.id,
+ actor=client,
+ )
+
+ episodic_agent = None
+ sub_agents = server.agent_manager.list_agents(actor=client, parent_id=meta_agent.id)
+ for agent in sub_agents:
+ if agent.agent_type == AgentType.episodic_memory_agent:
+ episodic_agent = agent
+ break
+ if episodic_agent is None:
+ raise AssertionError("Episodic memory agent not created")
+
+ context = {
+ "server": server,
+ "client": client,
+ "user": user,
+ "meta_agent": meta_agent,
+ "episodic_agent": episodic_agent,
+ }
+ yield context
+ finally:
+ settings.build_embeddings_for_memory = original_embeddings
+ if original_config_path is None:
+ os.environ.pop("MEMGPT_CONFIG_PATH", None)
+ else:
+ os.environ["MEMGPT_CONFIG_PATH"] = original_config_path
+
+
+@pytest.fixture(scope="module")
+def seeded_memories(server_context):
+ server = server_context["server"]
+ client = server_context["client"]
+ user = server_context["user"]
+ episodic_agent = server_context["episodic_agent"]
+
+ old_time = (datetime.now(timezone.utc) - timedelta(days=3)).replace(microsecond=0)
+ recent_time = (datetime.now(timezone.utc) - timedelta(hours=6)).replace(microsecond=0)
+
+ server.episodic_memory_manager.insert_event(
+ actor=client,
+ agent_state=episodic_agent,
+ agent_id=server_context["meta_agent"].id,
+ event_type="activity",
+ timestamp=old_time,
+ event_actor="user",
+ summary="Filed an expense report",
+ details="Three days ago I filed an expense report.",
+ organization_id=user.organization_id,
+ filter_tags=OLD_TAGS,
+ user_id=user.id,
+ )
+
+ server.episodic_memory_manager.insert_event(
+ actor=client,
+ agent_state=episodic_agent,
+ agent_id=server_context["meta_agent"].id,
+ event_type="activity",
+ timestamp=recent_time,
+ event_actor="user",
+ summary="Reviewed quarterly OKRs",
+ details="Today I reviewed the quarterly OKRs.",
+ organization_id=user.organization_id,
+ filter_tags=RECENT_TAGS,
+ user_id=user.id,
+ )
+
+ return server_context
+
+
+def test_fade_excludes_old_memory(seeded_memories):
+ server = seeded_memories["server"]
+ user = seeded_memories["user"]
+ episodic_agent = seeded_memories["episodic_agent"]
+ meta_agent = seeded_memories["meta_agent"]
+
+ decay = (meta_agent.memory_config or {}).get("decay")
+ assert decay is not None
+ fade_after_days = decay.get("fade_after_days")
+ assert fade_after_days is not None
+
+ old_results = server.episodic_memory_manager.list_episodic_memory(
+ agent_state=episodic_agent,
+ user=user,
+ limit=10,
+ filter_tags=OLD_TAGS,
+ include_faded=False,
+ fade_after_days=fade_after_days,
+ )
+ assert len(old_results) == 0
+
+ recent_results = server.episodic_memory_manager.list_episodic_memory(
+ agent_state=episodic_agent,
+ user=user,
+ limit=10,
+ filter_tags=RECENT_TAGS,
+ include_faded=False,
+ fade_after_days=fade_after_days,
+ )
+ assert len(recent_results) > 0
+
+ old_included = server.episodic_memory_manager.list_episodic_memory(
+ agent_state=episodic_agent,
+ user=user,
+ limit=10,
+ filter_tags=OLD_TAGS,
+ include_faded=True,
+ fade_after_days=fade_after_days,
+ )
+ assert len(old_included) > 0
+
+
+def test_cleanup_deletes_expired(seeded_memories):
+ server = seeded_memories["server"]
+ user = seeded_memories["user"]
+ episodic_agent = seeded_memories["episodic_agent"]
+ meta_agent = seeded_memories["meta_agent"]
+
+ decay = (meta_agent.memory_config or {}).get("decay")
+ assert decay is not None
+ expire_after_days = decay.get("expire_after_days")
+ assert expire_after_days is not None
+
+ deleted = server.episodic_memory_manager.delete_expired_memories(
+ user=user,
+ expire_after_days=expire_after_days,
+ )
+ assert deleted >= 1
+
+ old_after = server.episodic_memory_manager.list_episodic_memory(
+ agent_state=episodic_agent,
+ user=user,
+ limit=10,
+ filter_tags=OLD_TAGS,
+ include_faded=True,
+ fade_after_days=expire_after_days,
+ )
+ assert len(old_after) == 0
+
+ recent_after = server.episodic_memory_manager.list_episodic_memory(
+ agent_state=episodic_agent,
+ user=user,
+ limit=10,
+ filter_tags=RECENT_TAGS,
+ include_faded=True,
+ fade_after_days=expire_after_days,
+ )
+ assert len(recent_after) > 0
diff --git a/tests/test_memory_server.py b/tests/test_memory_server.py
index c47baf53..01f7226a 100644
--- a/tests/test_memory_server.py
+++ b/tests/test_memory_server.py
@@ -9,7 +9,7 @@
Test Coverage:
- Direct memory operations via SyncServer managers
-- All 5 memory types (Episodic, Procedural, Resource, Knowledge Vault, Semantic)
+- All 5 memory types (Episodic, Procedural, Resource, Knowledge, Semantic)
- All search methods (bm25, embedding) across relevant fields
- Retrieve with conversation and topic
@@ -149,6 +149,8 @@ def meta_agent(server, client):
config = yaml.safe_load(f)
# Build create_params by flattening meta_agent_config (same as rest_api.py)
+ from mirix.schemas.agent import MemoryConfig, MemoryBlockConfig
+
create_params = {
"llm_config": LLMConfig(**config["llm_config"]),
"embedding_config": EmbeddingConfig(**config["embedding_config"]),
@@ -161,6 +163,19 @@ def meta_agent(server, client):
create_params["agents"] = meta_config["agents"]
if "system_prompts" in meta_config:
create_params["system_prompts"] = meta_config["system_prompts"]
+ # Handle memory config
+ if "memory" in meta_config and meta_config["memory"]:
+ memory_dict = meta_config["memory"]
+ if "core" in memory_dict:
+ core_blocks = [
+ MemoryBlockConfig(
+ label=block.get("label", ""),
+ value=block.get("value", ""),
+ limit=block.get("limit")
+ )
+ for block in memory_dict["core"]
+ ]
+ create_params["memory"] = MemoryConfig(core=core_blocks)
# Create meta agent using agent_manager (same as rest_api.py)
meta_agent = server.agent_manager.create_meta_agent(
@@ -365,17 +380,17 @@ def test_search_resources_embedding(self, server, client, user, meta_agent):
print(f"[OK] Embedding search found {len(results)} resources")
-class TestDirectKnowledgeVault:
- """Test direct knowledge vault operations using managers."""
+class TestDirectKnowledge:
+ """Test direct knowledge operations using managers."""
def test_insert_knowledge(self, server, client, user, meta_agent):
"""Test inserting knowledge directly."""
- knowledge_vault_memory_agent = get_sub_agent(server, client, meta_agent, AgentType.knowledge_vault_memory_agent)
+ knowledge_memory_agent = get_sub_agent(server, client, meta_agent, AgentType.knowledge_memory_agent)
- knowledge = server.knowledge_vault_manager.insert_knowledge(
+ knowledge = server.knowledge_memory_manager.insert_knowledge(
actor=client,
agent_id=meta_agent.id,
- agent_state=knowledge_vault_memory_agent,
+ agent_state=knowledge_memory_agent,
entry_type="credential",
source="development_environment",
sensitivity="medium",
@@ -391,14 +406,14 @@ def test_insert_knowledge(self, server, client, user, meta_agent):
print(f"[OK] Inserted knowledge: {knowledge.id}")
def test_search_knowledge(self, server, client, user, meta_agent):
- """Test searching knowledge vault."""
- knowledge_vault_memory_agent = get_sub_agent(server, client, meta_agent, AgentType.knowledge_vault_memory_agent)
+ """Test searching knowledge."""
+ knowledge_memory_agent = get_sub_agent(server, client, meta_agent, AgentType.knowledge_memory_agent)
# Ensure test data exists
- server.knowledge_vault_manager.insert_knowledge(
+ server.knowledge_memory_manager.insert_knowledge(
actor=client,
agent_id=meta_agent.id,
- agent_state=knowledge_vault_memory_agent,
+ agent_state=knowledge_memory_agent,
entry_type="credential",
source="development_environment",
sensitivity="medium",
@@ -408,8 +423,8 @@ def test_search_knowledge(self, server, client, user, meta_agent):
user_id=user.id,
)
- results = server.knowledge_vault_manager.list_knowledge(
- agent_state=knowledge_vault_memory_agent,
+ results = server.knowledge_memory_manager.list_knowledge(
+ agent_state=knowledge_memory_agent,
user=user,
query="api_key",
search_method="bm25",
@@ -564,15 +579,15 @@ def test_resource_search_methods_and_fields(self, server, client, user, meta_age
assert len(results) > 0, f"{method} on '{field}' should find results for '{query}'"
print(f"[OK] Resource {method} on '{field}': {len(results)} results")
- def test_knowledge_vault_search_methods_and_fields(self, server, client, user, meta_agent):
- """Test all search methods and fields on knowledge vault."""
- knowledge_vault_memory_agent = get_sub_agent(server, client, meta_agent, AgentType.knowledge_vault_memory_agent)
+ def test_knowledge_search_methods_and_fields(self, server, client, user, meta_agent):
+ """Test all search methods and fields on knowledge."""
+ knowledge_memory_agent = get_sub_agent(server, client, meta_agent, AgentType.knowledge_memory_agent)
# Ensure test data exists
- server.knowledge_vault_manager.insert_knowledge(
+ server.knowledge_memory_manager.insert_knowledge(
actor=client,
agent_id=meta_agent.id,
- agent_state=knowledge_vault_memory_agent,
+ agent_state=knowledge_memory_agent,
entry_type="credential",
source="development_environment",
sensitivity="medium",
@@ -590,8 +605,8 @@ def test_knowledge_vault_search_methods_and_fields(self, server, client, user, m
]
for query, field, method in test_cases:
- results = server.knowledge_vault_manager.list_knowledge(
- agent_state=knowledge_vault_memory_agent,
+ results = server.knowledge_memory_manager.list_knowledge(
+ agent_state=knowledge_memory_agent,
user=user,
query=query,
search_method=method,
@@ -600,7 +615,7 @@ def test_knowledge_vault_search_methods_and_fields(self, server, client, user, m
)
assert isinstance(results, list)
assert len(results) > 0, f"{method} on '{field}' should find results for '{query}'"
- print(f"[OK] Knowledge Vault {method} on '{field}': {len(results)} results")
+ print(f"[OK] Knowledge {method} on '{field}': {len(results)} results")
def test_semantic_search_methods_and_fields(self, server, client, user, meta_agent):
"""Test all search methods and fields on semantic memory."""
@@ -664,10 +679,10 @@ def test_all_memory_types_search(self, server, client, user, meta_agent):
)
print(f"[OK] Resource: {len(resource_results)} results")
- # Knowledge Vault
- knowledge_vault_memory_agent = get_sub_agent(server, client, meta_agent, AgentType.knowledge_vault_memory_agent)
- knowledge_results = server.knowledge_vault_manager.list_knowledge(
- agent_state=knowledge_vault_memory_agent,
+ # Knowledge
+ knowledge_memory_agent = get_sub_agent(server, client, meta_agent, AgentType.knowledge_memory_agent)
+ knowledge_results = server.knowledge_memory_manager.list_knowledge(
+ agent_state=knowledge_memory_agent,
user=user,
query="test",
search_method="bm25",
diff --git a/tests/test_queue.py b/tests/test_queue.py
index 8d23d5e5..bee1891e 100644
--- a/tests/test_queue.py
+++ b/tests/test_queue.py
@@ -884,7 +884,10 @@ def test_put_messages_with_options(self, clean_manager, sample_client, sample_me
assert msg.chaining is False
assert msg.user_id == "user-custom"
assert msg.verbose is True
- assert dict(msg.filter_tags) == {"tag1": "value1"}
+ # Note: __queue_trace_id is automatically added by put_messages
+ filter_tags = dict(msg.filter_tags)
+ assert filter_tags["tag1"] == "value1"
+ assert "__queue_trace_id" in filter_tags
# Cleanup
manager.cleanup()
diff --git a/tests/test_redis_integration.py b/tests/test_redis_integration.py
index 0440a82c..cfdce4a0 100644
--- a/tests/test_redis_integration.py
+++ b/tests/test_redis_integration.py
@@ -16,7 +16,7 @@
8. Semantic Memory (JSON, 3 vectors=48KB) - create with 3 embeddings
9. Procedural Memory (JSON, 2 vectors=32KB) - create with embeddings
10. Resource Memory (JSON, 1 vector=16KB) - create with embedding
-11. Knowledge Vault (JSON, 1 vector=16KB) - create with embedding
+11. Knowledge (JSON, 1 vector=16KB) - create with embedding
ADDITIONAL COVERAGE:
- Denormalized tools_agents relationship (tool_ids cached with agent)
@@ -39,7 +39,7 @@
from mirix.services.semantic_memory_manager import SemanticMemoryManager
from mirix.services.procedural_memory_manager import ProceduralMemoryManager
from mirix.services.resource_memory_manager import ResourceMemoryManager
-from mirix.services.knowledge_vault_manager import KnowledgeVaultManager
+from mirix.services.knowledge_memory_manager import KnowledgeMemoryManager
from mirix.services.organization_manager import OrganizationManager
from mirix.services.user_manager import UserManager
from mirix.services.agent_manager import AgentManager
@@ -195,8 +195,8 @@ def resource_manager():
@pytest.fixture
def knowledge_manager():
- """Create knowledge vault manager instance."""
- return KnowledgeVaultManager()
+ """Create knowledge manager instance."""
+ return KnowledgeMemoryManager()
@pytest.fixture
@@ -1055,19 +1055,19 @@ def test_resource_create_with_embedding(self, resource_manager, test_client, tes
# ============================================================================
-# KNOWLEDGE VAULT TESTS (JSON-based with 1 embedding!)
+# KNOWLEDGE TESTS (JSON-based with 1 embedding!)
# ============================================================================
-class TestKnowledgeVaultManagerRedis:
- """Test Knowledge Vault Manager with Redis JSON caching (1 embedding)."""
+class TestKnowledgeMemoryManagerRedis:
+ """Test Knowledge Manager with Redis JSON caching (1 embedding)."""
def test_knowledge_create_with_embedding(self, knowledge_manager, test_client, test_user, test_agent, redis_client):
- """Test knowledge vault item with 1 embedding (16KB) caches to Redis JSON."""
+ """Test knowledge item with 1 embedding (16KB) caches to Redis JSON."""
# Create mock embedding
- from mirix.schemas.knowledge_vault import KnowledgeVaultItem
+ from mirix.schemas.knowledge import KnowledgeItem
mock_embedding = [0.5] * 4096
- item_data = KnowledgeVaultItem(
+ item_data = KnowledgeItem(
id=generate_test_id("knowledge"),
entry_type="credential",
source="user_input",
@@ -1091,7 +1091,7 @@ def test_knowledge_create_with_embedding(self, knowledge_manager, test_client, t
assert "caption_embedding" in cached_data
assert len(cached_data["caption_embedding"]) == 4096
- logger.info("Cached knowledge vault item with 16KB embedding")
+ logger.info("Cached knowledge item with 16KB embedding")
# Cleanup
knowledge_manager.delete_knowledge_by_id(created_item.id, test_client)
@@ -1282,7 +1282,7 @@ def test_full_workflow_with_redis(
# 6. Retrieve all (should hit cache)
retrieved_block = block_manager.get_block_by_id(created_block.id, test_user)
retrieved_message = message_manager.get_message_by_id(created_message.id, test_client)
- retrieved_event = episodic_manager.get_episodic_memory_by_id(created_event.id, test_user)
+ retrieved_event = episodic_manager.get_episodic_memory_by_id(created_event.id, test_client, test_user.id)
retrieved_semantic = semantic_manager.get_semantic_item_by_id(created_semantic.id, test_user, test_user.timezone)
assert retrieved_block.id == created_block.id
diff --git a/tests/test_search_all_users.py b/tests/test_search_all_users.py
index 04b216bf..7a2b958f 100644
--- a/tests/test_search_all_users.py
+++ b/tests/test_search_all_users.py
@@ -33,7 +33,7 @@
# Base URL can be set via MIRIX_API_URL environment variable or .env file
# MirixClient will automatically read from environment variables
BASE_URL = os.environ.get("MIRIX_API_URL", "http://localhost:8000")
-CONFIG_PATH = Path(__file__).parent.parent / "mirix" / "configs" / "examples" / "mirix_gemini.yaml"
+CONFIG_PATH = Path(__file__).parent.parent / "mirix" / "configs" / "examples" / "mirix_openai.yaml"
def add_all_memories(client: MirixClient, user_id: str, filter_tags: dict, prefix: str = ""):
@@ -148,7 +148,7 @@ def add_all_memories(client: MirixClient, user_id: str, filter_tags: dict, prefi
)
logger.info(f" ✓ Added resource memory - Result: {result}")
- # Add knowledge vault memory
+ # Add knowledge memory
result = client.add(
user_id=user_id,
messages=[
@@ -163,7 +163,7 @@ def add_all_memories(client: MirixClient, user_id: str, filter_tags: dict, prefi
"role": "assistant",
"content": [{
"type": "text",
- "text": "Saved database credentials to knowledge vault"
+ "text": "Saved database credentials to knowledge"
}]
}
],
@@ -171,7 +171,7 @@ def add_all_memories(client: MirixClient, user_id: str, filter_tags: dict, prefi
filter_tags=filter_tags,
occurred_at="2025-11-20T14:20:00"
)
- logger.info(f" ✓ Added knowledge vault memory - Result: {result}")
+ logger.info(f" ✓ Added knowledge memory - Result: {result}")
logger.info(f"✅ All memories added for user {user_id}")
diff --git a/tests/test_temporal_queries.py b/tests/test_temporal_queries.py
index 37b8365e..583961b3 100644
--- a/tests/test_temporal_queries.py
+++ b/tests/test_temporal_queries.py
@@ -207,7 +207,7 @@ def test_temporal_filtering_episodic_only(self):
- "last N months": Previous N * 30 days
Note: Only episodic memories are filtered by temporal expressions.
- Other memory types (semantic, procedural, resource, knowledge vault, core)
+ Other memory types (semantic, procedural, resource, knowledge, core)
do not have occurred_at timestamps and are not affected.
"""