Files
helix-engage-server/src/ai/ai-enrichment.service.ts
saridsa2 9688d5144e feat: migrate AI to Vercel AI SDK, add OpenAI provider, fix worklist
- Replace raw @anthropic-ai/sdk with Vercel AI SDK (generateText, tool, generateObject)
- Add provider abstraction (ai-provider.ts) — swap OpenAI/Anthropic via env var
- AI chat controller: dynamic KB from platform (clinics, packages, insurance), zero hardcoding
- AI enrichment service: use generateObject with Zod schema instead of manual JSON parsing
- Worklist: resolve agent name from platform currentUser API instead of JWT decode
- Worklist: fix GraphQL field names to match platform remapping (source, status, direction, etc.)
- Config: add AI_PROVIDER, AI_MODEL, OPENAI_API_KEY env vars

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-18 16:45:05 +05:30

108 lines
4.0 KiB
TypeScript

import { Injectable, Logger } from '@nestjs/common';
import { ConfigService } from '@nestjs/config';
import { generateObject } from 'ai';
import type { LanguageModel } from 'ai';
import { z } from 'zod';
import { createAiModel } from './ai-provider';
type LeadContext = {
firstName?: string;
lastName?: string;
leadSource?: string;
interestedService?: string;
leadStatus?: string;
contactAttempts?: number;
createdAt?: string;
campaignId?: string;
activities?: { activityType: string; summary: string }[];
};
type EnrichmentResult = {
aiSummary: string;
aiSuggestedAction: string;
};
const enrichmentSchema = z.object({
aiSummary: z.string().describe('1-2 sentence summary of who this lead is and their history'),
aiSuggestedAction: z.string().describe('5-10 word suggested action for the agent'),
});
@Injectable()
export class AiEnrichmentService {
private readonly logger = new Logger(AiEnrichmentService.name);
private readonly aiModel: LanguageModel | null;
constructor(private config: ConfigService) {
this.aiModel = createAiModel(config);
if (!this.aiModel) {
this.logger.warn('AI not configured — enrichment uses fallback');
}
}
async enrichLead(lead: LeadContext): Promise<EnrichmentResult> {
if (!this.aiModel) {
return this.fallbackEnrichment(lead);
}
try {
const daysSince = lead.createdAt
? Math.floor((Date.now() - new Date(lead.createdAt).getTime()) / (1000 * 60 * 60 * 24))
: 0;
const activitiesText = lead.activities?.length
? lead.activities.map(a => `- ${a.activityType}: ${a.summary}`).join('\n')
: 'No previous interactions';
const { object } = await generateObject({
model: this.aiModel!,
schema: enrichmentSchema,
prompt: `You are an AI assistant for a hospital call center.
An inbound call is coming in from a lead. Summarize their history and suggest what the call center agent should do.
Lead details:
- Name: ${lead.firstName ?? 'Unknown'} ${lead.lastName ?? ''}
- Source: ${lead.leadSource ?? 'Unknown'}
- Interested in: ${lead.interestedService ?? 'Unknown'}
- Current status: ${lead.leadStatus ?? 'Unknown'}
- Lead age: ${daysSince} days
- Contact attempts: ${lead.contactAttempts ?? 0}
Recent activity:
${activitiesText}`,
});
this.logger.log(`AI enrichment generated for lead ${lead.firstName} ${lead.lastName}`);
return object;
} catch (error) {
this.logger.error(`AI enrichment failed: ${error}`);
return this.fallbackEnrichment(lead);
}
}
private fallbackEnrichment(lead: LeadContext): EnrichmentResult {
const daysSince = lead.createdAt
? Math.floor((Date.now() - new Date(lead.createdAt).getTime()) / (1000 * 60 * 60 * 24))
: 0;
const attempts = lead.contactAttempts ?? 0;
const service = lead.interestedService ?? 'general inquiry';
const source = lead.leadSource?.replace(/_/g, ' ').toLowerCase() ?? 'unknown source';
let summary: string;
let action: string;
if (attempts === 0) {
summary = `First-time inquiry from ${source}. Interested in ${service}. Lead is ${daysSince} day(s) old with no previous contact.`;
action = `Introduce services and offer appointment booking`;
} else if (attempts === 1) {
summary = `Returning inquiry — contacted once before. Interested in ${service} via ${source}. Lead is ${daysSince} day(s) old.`;
action = `Follow up on previous conversation, offer appointment`;
} else {
summary = `Repeat contact (${attempts} previous attempts) for ${service}. Originally from ${source}, ${daysSince} day(s) old. Shows high interest.`;
action = `Prioritize appointment booking — high-intent lead`;
}
return { aiSummary: summary, aiSuggestedAction: action };
}
}