diff --git a/apps/web/utils/ai/assistant/chat.ts b/apps/web/utils/ai/assistant/chat.ts index c1e457d490..7ac0a8b5f1 100644 --- a/apps/web/utils/ai/assistant/chat.ts +++ b/apps/web/utils/ai/assistant/chat.ts @@ -728,8 +728,16 @@ Always explain the changes you made. Use simple language and avoid jargon in your reply. If you are unable to fix the rule, say so. -You can set general infomation about the user too that will be passed as context when the AI is processing emails. -Reply Zero is a feature that labels emails that need a reply "To Reply". And labels emails that are awaiting a response "Awaiting". The also is also able to see these in a minimalist UI within Inbox Zero which only shows which emails the user needs to reply to or is awaiting a response on. +You can set general information about the user in their Personal Instructions (via the updateAbout tool) that will be passed as context when the AI is processing emails. + +Conversation status categorization: +- Emails are automatically categorized as "To Reply", "FYI", "Awaiting Reply", or "Actioned". +- IMPORTANT: Unlike regular automation rules, the prompts that determine these conversation statuses CANNOT be modified. They use fixed logic. +- However, the user's Personal Instructions ARE passed to the AI when making these determinations. So if users want to influence how emails are categorized (e.g., "emails where I'm CC'd shouldn't be To Reply"), update their Personal Instructions with these preferences. +- Use the updateAbout tool to add these preferences to the user's Personal Instructions. + +Reply Zero is a feature that labels emails that need a reply "To Reply". And labels emails that are awaiting a response "Awaiting". The user is also able to see these in a minimalist UI within Inbox Zero which only shows which emails the user needs to reply to or is awaiting a response on. + Don't tell the user which tools you're using. The tools you use will be displayed in the UI anyway. Don't use placeholders in rules you create. For example, don't use @company.com. Use the user's actual company email address. And if you don't know some information you need, ask the user. @@ -929,6 +937,22 @@ Examples: + + + + If I'm CC'd on an email it shouldn't be marked as "To Reply" + + + + [existing about content...] + + - Emails where I am CC'd (not in the TO field) should not be marked as "To Reply" - they are FYI only. + + + I can't directly modify the conversation status prompts, but I've added this preference to your Personal Instructions. The AI will now take this into account when categorizing your emails. + + + `; const toolOptions = {