Complete Execution Output (JSON):
{
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"ai_response": "There was an error while attempting to process the case using the MCP tools. The tools for searching existing cases by email and creating a new case both encountered unhandled errors. Please try again later or contact support for assistance.",
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"system_message": "You are the Case Orchestrator Agent responsible for PHASE 1: Case Detection/Creation.\n\n## YOUR SINGLE RESPONSIBILITY\nAnalyze the parsed email data and determine how to handle it using MCP tools.\n\n## HANDLING PROCESS\n\n**Step 1: Analyze Routing Decision**\nFrom the email data, check the routing_decision field:\n\n**Path A: EXISTING_CASE_FOLLOWUP**\nIf routing_decision is \"EXISTING_CASE_FOLLOWUP\":\n1. Extract the existing_case_number\n2. Use get_case MCP tool to retrieve the case\n3. Output: \"CASE_RETRIEVED_FOR_UPDATE - Case #[number]\"\n\n**Path B: NEW_CASE_REQUIRED** \nIf routing_decision is \"NEW_CASE_REQUIRED\":\n1. Use search_cases_by_email MCP tool to check for duplicates\n2. If duplicates found with similar issues:\n - Create duplicate case using create_case MCP tool\n - Use manage_duplicate_priority MCP tool for priority management\n - Output: \"DUPLICATE_PROCESSED - Linked to #[number]\"\n3. If no duplicates, create new case using create_case MCP tool\n - Output: \"NEW_CASE_CREATED - Case #[number]\"\n\n## MCP TOOL USAGE\n- search_cases_by_email: Search for existing cases by email\n- create_case: Create new cases in Salesforce\n- get_case: Retrieve existing case by case number \n- manage_duplicate_priority: Handle duplicate case priority\n\n## COMPLETION SIGNALS\nAlways end with ONE of these EXACT phrases:\n- \"CASE_RETRIEVED_FOR_UPDATE - Case #[number]\"\n- \"NEW_CASE_CREATED - Case #[number]\" \n- \"DUPLICATE_PROCESSED - Linked to #[number]\"\n\n## DUPLICATE DETECTION LOGIC\nWhen checking duplicates:\n1. Search by customer email\n2. Look for similar subjects/issues within last 7 days\n3. Consider same disputed amounts as potential duplicates\n4. If 80%+ similarity in issue description \u2192 mark as duplicate\n"
},
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"output": "There was an error while attempting to process the case using the MCP tools. The tools for searching existing cases by email and creating a new case both encountered unhandled errors. Please try again later or contact support for assistance.\n__OUTPUTS__ {\"ai_response\": \"There was an error while attempting to process the case using the MCP tools. The tools for searching existing cases by email and creating a new case both encountered unhandled errors. Please try again later or contact support for assistance.\", \"model_client_id\": \"openai_gpt4\", \"agent_type\": \"assistant\", \"model\": \"gpt-4-turbo\", \"provider\": \"openai\", \"status\": \"completed\", \"token_usage\": {\"prompt_tokens\": 3543, \"completion_tokens\": 269, \"total_tokens\": 3812, \"estimated_cost\": {\"amount\": 0.0435, \"currency\": \"USD\"}, \"model\": \"gpt-4-turbo\", \"provider\": \"openai\"}}",
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"output": "There was an error while attempting to process the case using the MCP tools. The tools for searching existing cases by email and creating a new case both encountered unhandled errors. Please try again later or contact support for assistance.\n__OUTPUTS__ {\"ai_response\": \"There was an error while attempting to process the case using the MCP tools. The tools for searching existing cases by email and creating a new case both encountered unhandled errors. Please try again later or contact support for assistance.\", \"model_client_id\": \"openai_gpt4\", \"agent_type\": \"assistant\", \"model\": \"gpt-4-turbo\", \"provider\": \"openai\", \"status\": \"completed\", \"token_usage\": {\"prompt_tokens\": 3543, \"completion_tokens\": 269, \"total_tokens\": 3812, \"estimated_cost\": {\"amount\": 0.0435, \"currency\": \"USD\"}, \"model\": \"gpt-4-turbo\", \"provider\": \"openai\"}}",
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"ai_response": "```json\n{\n \"classification\": {\n \"priority\": \"High\",\n \"primary_category\": \"Account Services\",\n \"tags\": [\"ATM Issues\", \"Deposit Problems\"],\n \"justification\": \"Customer reported an ATM issue where the machine took the check but did not credit the account, involving a significant amount of money ($1,577.83) and causing immediate financial impact.\",\n \"confidence_score\": 0.95\n }\n}\n```",
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"system_message": "You are an Email Classification Agent for a financial institution.\n\n## Classification Task\nAnalyze the email content and assign:\n\n**PRIORITY LEVELS:**\n- **Urgent**: Fraud, security breaches, account compromises, system outages\n- **High**: Transaction disputes, account locks, payment failures, deadlines\n- **Medium**: Account inquiries, service requests, loan information \n- **Low**: General information, documentation requests, feedback\n\n**CATEGORIES (choose primary):**\n- **Fraud Alert/Report**: Unauthorized transactions, suspicious activities\n- **Dispute Related**: Transaction disputes, billing errors, chargebacks\n- **Account Services**: Balance inquiries, account maintenance, statements\n- **Technical Support**: System access, online banking, app issues\n- **Loan Related**: Loan applications, payments, modifications\n- **General Inquiry**: Information requests, documentation, feedback\n\n## Output Format (JSON)\n```json\n{\n \"classification\": {\n \"priority\": \"High\",\n \"primary_category\": \"Dispute Related\", \n \"tags\": [\"Transaction Issues\", \"Account Services\"],\n \"justification\": \"Customer following up on unresolved credit card dispute with deadline pressure\",\n \"confidence_score\": 0.90\n }\n}\n```\n\n## Classification Rules\n- ATM/deposit issues = High priority + Account Services\n- Fraud reports = Urgent priority + Fraud Alert/Report\n- Follow-ups on existing issues = increase urgency\n- Financial amounts mentioned = higher priority\n- Multiple contact attempts = escalate priority\n"
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"output": "```json\n{\n \"classification\": {\n \"priority\": \"High\",\n \"primary_category\": \"Account Services\",\n \"tags\": [\"ATM Issues\", \"Deposit Problems\"],\n \"justification\": \"Customer reported an ATM issue where the machine took the check but did not credit the account, involving a significant amount of money ($1,577.83) and causing immediate financial impact.\",\n \"confidence_score\": 0.95\n }\n}\n```\n__OUTPUTS__ {\"ai_response\": \"```json\\n{\\n \\\"classification\\\": {\\n \\\"priority\\\": \\\"High\\\",\\n \\\"primary_category\\\": \\\"Account Services\\\",\\n \\\"tags\\\": [\\\"ATM Issues\\\", \\\"Deposit Problems\\\"],\\n \\\"justification\\\": \\\"Customer reported an ATM issue where the machine took the check but did not credit the account, involving a significant amount of money ($1,577.83) and causing immediate financial impact.\\\",\\n \\\"confidence_score\\\": 0.95\\n }\\n}\\n```\", \"model_client_id\": \"openai_gpt4\", \"agent_type\": \"assistant\", \"model\": \"gpt-4-turbo\", \"provider\": \"openai\", \"status\": \"completed\", \"token_usage\": {\"prompt_tokens\": 1422, \"completion_tokens\": 185, \"total_tokens\": 1607, \"estimated_cost\": {\"amount\": 0.01977, \"currency\": \"USD\"}, \"model\": \"gpt-4-turbo\", \"provider\": \"openai\"}}",
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"output": "```json\n{\n \"classification\": {\n \"priority\": \"High\",\n \"primary_category\": \"Account Services\",\n \"tags\": [\"ATM Issues\", \"Deposit Problems\"],\n \"justification\": \"Customer reported an ATM issue where the machine took the check but did not credit the account, involving a significant amount of money ($1,577.83) and causing immediate financial impact.\",\n \"confidence_score\": 0.95\n }\n}\n```\n__OUTPUTS__ {\"ai_response\": \"```json\\n{\\n \\\"classification\\\": {\\n \\\"priority\\\": \\\"High\\\",\\n \\\"primary_category\\\": \\\"Account Services\\\",\\n \\\"tags\\\": [\\\"ATM Issues\\\", \\\"Deposit Problems\\\"],\\n \\\"justification\\\": \\\"Customer reported an ATM issue where the machine took the check but did not credit the account, involving a significant amount of money ($1,577.83) and causing immediate financial impact.\\\",\\n \\\"confidence_score\\\": 0.95\\n }\\n}\\n```\", \"model_client_id\": \"openai_gpt4\", \"agent_type\": \"assistant\", \"model\": \"gpt-4-turbo\", \"provider\": \"openai\", \"status\": \"completed\", \"token_usage\": {\"prompt_tokens\": 1422, \"completion_tokens\": 185, \"total_tokens\": 1607, \"estimated_cost\": {\"amount\": 0.01977, \"currency\": \"USD\"}, \"model\": \"gpt-4-turbo\", \"provider\": \"openai\"}}",
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},
"email_parser": {
"agent_type": "assistant",
"ai_response": "```json\n{\n \"customer_name\": \"Jane Smith\",\n \"customer_email\": \"jane.smith@example.com\",\n \"subject\": \"Deposit machine took check but no credit\",\n \"email_body\": \"Hi there,\\r\\n\\r\\nUsed the ATM at your Main Street branch to deposit a check yesterday\\r\\naround 4pm. Machine took the check but froze up. No receipt and money\\r\\nisn\u0027t in my account.\\r\\n\\r\\nCheck amount: $1,577.83\\r\\nLocation: Main Street ATM (next to grocery store)\\r\\nTime: Yesterday around 4pm\\r\\nAccount: Checking ending 6654\\r\\n\\r\\nNeed this resolved ASAP.\\r\\n\",\n \"existing_case_number\": null,\n \"disputed_amount\": 1577.83,\n \"request_type\": \"Resolve ATM deposit issue\",\n \"routing_decision\": \"NEW_CASE_REQUIRED\"\n}\n```",
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"system_message": "You are an Email Parser Agent that processes JSON formatted customer emails and extracts all relevant information.\n\n## Your Task\nParse the JSON email input and extract:\n1. **Customer Information**: Name and email address from sender field\n2. **Email Content**: Subject and body content \n3. **Case Detection**: Look for existing case numbers in subject/body\n4. **Financial Information**: Extract any disputed amounts mentioned\n5. **Request Analysis**: Identify what the customer is requesting\n\n## JSON Input Format Expected\n```json\n{\n \"sender\": \"Michael Johnson \u003cmichael.johnson@email.com\u003e\",\n \"subject\": \"RE: Case #00001234 - Credit card dispute update\", \n \"body\": \"Hi, I\u0027m following up on my dispute case #00001234...\"\n}\n```\n\n## Extraction Process\n1. **Parse Sender**: Extract name and email from \"Name \u003cemail\u003e\" format\n2. **Find Case Numbers**: Look for patterns like \"Case #12345\", \"#00001234\", \"case 12345\"\n3. **Extract Amounts**: Find dollar amounts mentioned (e.g., \"$1,299.99\")\n4. **Identify Request Type**: Determine what the customer needs\n\n## Output Format (JSON)\n```json\n{\n \"customer_name\": \"Michael Johnson\",\n \"customer_email\": \"michael.johnson@email.com\",\n \"subject\": \"RE: Case #00001234 - Credit card dispute update\",\n \"email_body\": \"Full email content...\",\n \"existing_case_number\": \"00001234\",\n \"disputed_amount\": 1299.99,\n \"request_type\": \"Follow-up on credit card dispute\",\n \"routing_decision\": \"EXISTING_CASE_FOLLOWUP\"\n}\n```\n\n## Routing Decisions\nOutput ONE of these in routing_decision:\n- \"EXISTING_CASE_FOLLOWUP\" - If case number found\n- \"NEW_CASE_REQUIRED\" - If no case number found\n\nCRITICAL: Always output valid JSON format with all required fields.\n"
},
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"output": "```json\n{\n \"customer_name\": \"Jane Smith\",\n \"customer_email\": \"jane.smith@example.com\",\n \"subject\": \"Deposit machine took check but no credit\",\n \"email_body\": \"Hi there,\\r\\n\\r\\nUsed the ATM at your Main Street branch to deposit a check yesterday\\r\\naround 4pm. Machine took the check but froze up. No receipt and money\\r\\nisn\u0027t in my account.\\r\\n\\r\\nCheck amount: $1,577.83\\r\\nLocation: Main Street ATM (next to grocery store)\\r\\nTime: Yesterday around 4pm\\r\\nAccount: Checking ending 6654\\r\\n\\r\\nNeed this resolved ASAP.\\r\\n\",\n \"existing_case_number\": null,\n \"disputed_amount\": 1577.83,\n \"request_type\": \"Resolve ATM deposit issue\",\n \"routing_decision\": \"NEW_CASE_REQUIRED\"\n}\n```\n__OUTPUTS__ {\"ai_response\": \"```json\\n{\\n \\\"customer_name\\\": \\\"Jane Smith\\\",\\n \\\"customer_email\\\": \\\"jane.smith@example.com\\\",\\n \\\"subject\\\": \\\"Deposit machine took check but no credit\\\",\\n \\\"email_body\\\": \\\"Hi there,\\\\r\\\\n\\\\r\\\\nUsed the ATM at your Main Street branch to deposit a check yesterday\\\\r\\\\naround 4pm. Machine took the check but froze up. No receipt and money\\\\r\\\\nisn\u0027t in my account.\\\\r\\\\n\\\\r\\\\nCheck amount: $1,577.83\\\\r\\\\nLocation: Main Street ATM (next to grocery store)\\\\r\\\\nTime: Yesterday around 4pm\\\\r\\\\nAccount: Checking ending 6654\\\\r\\\\n\\\\r\\\\nNeed this resolved ASAP.\\\\r\\\\n\\\",\\n \\\"existing_case_number\\\": null,\\n \\\"disputed_amount\\\": 1577.83,\\n \\\"request_type\\\": \\\"Resolve ATM deposit issue\\\",\\n \\\"routing_decision\\\": \\\"NEW_CASE_REQUIRED\\\"\\n}\\n```\", \"model_client_id\": \"openai_gpt4\", \"agent_type\": \"assistant\", \"model\": \"gpt-4-turbo\", \"provider\": \"openai\", \"status\": \"completed\", \"token_usage\": {\"prompt_tokens\": 576, \"completion_tokens\": 192, \"total_tokens\": 768, \"estimated_cost\": {\"amount\": 0.01152, \"currency\": \"USD\"}, \"model\": \"gpt-4-turbo\", \"provider\": \"openai\"}}",
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"output": "```json\n{\n \"customer_name\": \"Jane Smith\",\n \"customer_email\": \"jane.smith@example.com\",\n \"subject\": \"Deposit machine took check but no credit\",\n \"email_body\": \"Hi there,\\r\\n\\r\\nUsed the ATM at your Main Street branch to deposit a check yesterday\\r\\naround 4pm. Machine took the check but froze up. No receipt and money\\r\\nisn\u0027t in my account.\\r\\n\\r\\nCheck amount: $1,577.83\\r\\nLocation: Main Street ATM (next to grocery store)\\r\\nTime: Yesterday around 4pm\\r\\nAccount: Checking ending 6654\\r\\n\\r\\nNeed this resolved ASAP.\\r\\n\",\n \"existing_case_number\": null,\n \"disputed_amount\": 1577.83,\n \"request_type\": \"Resolve ATM deposit issue\",\n \"routing_decision\": \"NEW_CASE_REQUIRED\"\n}\n```\n__OUTPUTS__ {\"ai_response\": \"```json\\n{\\n \\\"customer_name\\\": \\\"Jane Smith\\\",\\n \\\"customer_email\\\": \\\"jane.smith@example.com\\\",\\n \\\"subject\\\": \\\"Deposit machine took check but no credit\\\",\\n \\\"email_body\\\": \\\"Hi there,\\\\r\\\\n\\\\r\\\\nUsed the ATM at your Main Street branch to deposit a check yesterday\\\\r\\\\naround 4pm. Machine took the check but froze up. No receipt and money\\\\r\\\\nisn\u0027t in my account.\\\\r\\\\n\\\\r\\\\nCheck amount: $1,577.83\\\\r\\\\nLocation: Main Street ATM (next to grocery store)\\\\r\\\\nTime: Yesterday around 4pm\\\\r\\\\nAccount: Checking ending 6654\\\\r\\\\n\\\\r\\\\nNeed this resolved ASAP.\\\\r\\\\n\\\",\\n \\\"existing_case_number\\\": null,\\n \\\"disputed_amount\\\": 1577.83,\\n \\\"request_type\\\": \\\"Resolve ATM deposit issue\\\",\\n \\\"routing_decision\\\": \\\"NEW_CASE_REQUIRED\\\"\\n}\\n```\", \"model_client_id\": \"openai_gpt4\", \"agent_type\": \"assistant\", \"model\": \"gpt-4-turbo\", \"provider\": \"openai\", \"status\": \"completed\", \"token_usage\": {\"prompt_tokens\": 576, \"completion_tokens\": 192, \"total_tokens\": 768, \"estimated_cost\": {\"amount\": 0.01152, \"currency\": \"USD\"}, \"model\": \"gpt-4-turbo\", \"provider\": \"openai\"}}",
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"extract_email_data": {
"customer_email": "jane.smith@example.com",
"customer_name": "Jane Smith",
"disputed_amount": 1577.83,
"email_body": "Hi there,\r\n\r\nUsed the ATM at your Main Street branch to deposit a check yesterday\r\naround 4pm. Machine took the check but froze up. No receipt and money\r\nisn\u0027t in my account.\r\n\r\nCheck amount: $1,577.83\r\nLocation: Main Street ATM (next to grocery store)\r\nTime: Yesterday around 4pm\r\nAccount: Checking ending 6654\r\n\r\nNeed this resolved ASAP.\r\n",
"execution_details": {
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"output": "\ud83d\udce7 Email Parser Output:\n```json\n{\n \"customer_name\": \"Jane Smith\",\n \"customer_email\": \"jane.smith@example.com\",\n \"subject\": \"Deposit machine took check but no credit\",\n \"email_body\": \"Hi there,\\r\\n\\r\\nUsed the ATM at your Main Street branch to deposit a check yesterday\\r\\naround 4pm. Machine took the check but froze up. No receipt and money\\r\\nisn\u0027t in my account.\\r\\n\\r\\nCheck amount: $1,577.83\\r\\nLocation: Main Street ATM (next to grocery store)\\r\\nTime: Yesterday around 4pm\\r\\nAccount: Checking ending 6654\\r\\n\\r\\nNeed this resolved ASAP.\\r\\n\",\n \"existing_case_number\": null,\n \"disputed_amount\": 1577.83,\n \"request_type\": \"Resolve ATM deposit issue\",\n \"routing_decision\": \"NEW_CASE_REQUIRED\"\n}\n```\n\u2705 Successfully parsed email data:\n Customer: Jane Smith \u003cjane.smith@example.com\u003e\n Routing: NEW_CASE_REQUIRED\n__OUTPUTS__ {\"customer_name\": \"Jane Smith\", \"customer_email\": \"jane.smith@example.com\", \"subject\": \"Deposit machine took check but no credit\", \"email_body\": \"Hi there,\\r\\n\\r\\nUsed the ATM at your Main Street branch to deposit a check yesterday\\r\\naround 4pm. Machine took the check but froze up. No receipt and money\\r\\nisn\u0027t in my account.\\r\\n\\r\\nCheck amount: $1,577.83\\r\\nLocation: Main Street ATM (next to grocery store)\\r\\nTime: Yesterday around 4pm\\r\\nAccount: Checking ending 6654\\r\\n\\r\\nNeed this resolved ASAP.\\r\\n\", \"existing_case_number\": null, \"disputed_amount\": 1577.83, \"request_type\": \"Resolve ATM deposit issue\", \"routing_decision\": \"NEW_CASE_REQUIRED\"}\n",
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"output": "\ud83d\udce7 Email Parser Output:\n```json\n{\n \"customer_name\": \"Jane Smith\",\n \"customer_email\": \"jane.smith@example.com\",\n \"subject\": \"Deposit machine took check but no credit\",\n \"email_body\": \"Hi there,\\r\\n\\r\\nUsed the ATM at your Main Street branch to deposit a check yesterday\\r\\naround 4pm. Machine took the check but froze up. No receipt and money\\r\\nisn\u0027t in my account.\\r\\n\\r\\nCheck amount: $1,577.83\\r\\nLocation: Main Street ATM (next to grocery store)\\r\\nTime: Yesterday around 4pm\\r\\nAccount: Checking ending 6654\\r\\n\\r\\nNeed this resolved ASAP.\\r\\n\",\n \"existing_case_number\": null,\n \"disputed_amount\": 1577.83,\n \"request_type\": \"Resolve ATM deposit issue\",\n \"routing_decision\": \"NEW_CASE_REQUIRED\"\n}\n```\n\u2705 Successfully parsed email data:\n Customer: Jane Smith \u003cjane.smith@example.com\u003e\n Routing: NEW_CASE_REQUIRED\n__OUTPUTS__ {\"customer_name\": \"Jane Smith\", \"customer_email\": \"jane.smith@example.com\", \"subject\": \"Deposit machine took check but no credit\", \"email_body\": \"Hi there,\\r\\n\\r\\nUsed the ATM at your Main Street branch to deposit a check yesterday\\r\\naround 4pm. Machine took the check but froze up. No receipt and money\\r\\nisn\u0027t in my account.\\r\\n\\r\\nCheck amount: $1,577.83\\r\\nLocation: Main Street ATM (next to grocery store)\\r\\nTime: Yesterday around 4pm\\r\\nAccount: Checking ending 6654\\r\\n\\r\\nNeed this resolved ASAP.\\r\\n\", \"existing_case_number\": null, \"disputed_amount\": 1577.83, \"request_type\": \"Resolve ATM deposit issue\", \"routing_decision\": \"NEW_CASE_REQUIRED\"}\n",
"request_type": "Resolve ATM deposit issue",
"return_code": 0,
"routing_decision": "NEW_CASE_REQUIRED",
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"system_message": "You are a Sentiment Analysis Agent specializing in banking customer communications.\n\n## Analysis Components\n\n**SENTIMENT SCORE**: -1.0 to 1.0\n- -1.0 to -0.7: Extremely Negative\n- -0.7 to -0.3: Moderately Negative\n- -0.3 to 0.3: Neutral \n- 0.3 to 0.7: Moderately Positive\n- 0.7 to 1.0: Extremely Positive\n\n**PRIMARY TONE**: \n- Frustrated, Angry, Concerned, Neutral, Satisfied, Appreciative\n\n**EMOTIONAL INDICATORS**:\n- Frustration Level: None/Low/Medium/High\n- Satisfaction Level: Very Low/Low/Neutral/High/Very High\n\n## Banking-Specific Indicators\nLook for:\n- Urgency language (\"urgent\", \"immediate\", \"deadline\")\n- Escalation threats (\"manager\", \"complaint\", \"close account\")\n- Timeline pressure (\"payment due\", \"deadline\", \"soon\")\n- Repeat contact mentions (\"called twice\", \"no response\")\n- Financial stress indicators\n\n## Output Format (JSON)\n```json\n{\n \"sentiment_score\": -0.5,\n \"primary_tone\": \"Frustrated\",\n \"emotional_indicators\": {\n \"frustration_level\": \"Medium\",\n \"satisfaction\": \"Low\"\n },\n \"context_notes\": \"Customer mentions urgency due to payment deadline and lack of response\"\n}\n```\n"
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"model_client_id": "openai_gpt4o",
"output": "```json\n{\n \"sentiment_score\": -0.6,\n \"primary_tone\": \"Frustrated\",\n \"emotional_indicators\": {\n \"frustration_level\": \"Medium\",\n \"satisfaction\": \"Low\"\n },\n \"context_notes\": \"Customer expresses urgency by requesting resolution ASAP due to an ATM error and missing funds. The lack of receipt and immediate credit contributes to their frustration.\"\n}\n```\n__OUTPUTS__ {\"ai_response\": \"```json\\n{\\n \\\"sentiment_score\\\": -0.6,\\n \\\"primary_tone\\\": \\\"Frustrated\\\",\\n \\\"emotional_indicators\\\": {\\n \\\"frustration_level\\\": \\\"Medium\\\",\\n \\\"satisfaction\\\": \\\"Low\\\"\\n },\\n \\\"context_notes\\\": \\\"Customer expresses urgency by requesting resolution ASAP due to an ATM error and missing funds. The lack of receipt and immediate credit contributes to their frustration.\\\"\\n}\\n```\", \"model_client_id\": \"openai_gpt4o\", \"agent_type\": \"assistant\", \"model\": \"gpt-4o\", \"provider\": \"openai\", \"status\": \"completed\", \"token_usage\": {\"prompt_tokens\": 637, \"completion_tokens\": 90, \"total_tokens\": 727, \"estimated_cost\": {\"amount\": 0.004535, \"currency\": \"USD\"}, \"model\": \"gpt-4o\", \"provider\": \"openai\"}}",
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"status": "FAILED",
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"ai_response": "I\u0027ll create a comprehensive case summary using all the provided analysis data and update the case record. However, I notice there\u0027s an issue with the Case Status information - it indicates there was an error while attempting to process the case using MCP tools. This means we don\u0027t have a case number to update.\n\nLet me first analyze all the available information to create a comprehensive summary:\n\n### **\ud83d\udccb CASE OVERVIEW**\n- **Customer**: Jane Smith (jane.smith@example.com)\n- **Case Number**: [Not available due to case creation error]\n- **Request Type**: Resolve ATM deposit issue\n- **Disputed Amount**: $1,577.83\n- **Timeline**: Customer needs resolution ASAP; incident occurred yesterday around 4pm\n\n### **\u2705 COMPLETED STEPS**\n- \u274c Case creation encountered an error\n- \u2705 Customer identity verified: jane.smith@example.com\n- \u2705 Request classification completed: Account Services (ATM Issues, Deposit Problems) with 95% confidence\n- \u2705 Sentiment analysis completed: Frustrated (primary tone)\n- \u2705 Priority assessment: High priority based on financial impact and urgency\n\n### **\ud83c\udfaf RECOMMENDED ACTIONS**\n1. **Immediate Response**: Acknowledge the issue and assure customer that their deposit will be investigated\n2. **Tone Approach**: Empathetic and solution-focused to address customer\u0027s frustration\n3. **Information Needed**: Provide timeline for investigation and temporary credit consideration\n4. **Follow-up Requirements**: Check ATM logs for the specific time and verify check deposit\n\n### **\ud83d\udccb TEMPLATE RECOMMENDATION DECISION**\n**\"followup\"** - This case requires:\n- ATM/deposit issue investigation\n- Verification of check deposit\n- Multiple steps to resolve the issue\n- Coordination with branch staff to check ATM logs\n\n### **\ud83d\udd0d KEY INSIGHTS FROM ANALYSIS**\n- **Classification Results**: High Priority/Account Services with 95% confidence due to significant amount ($1,577.83) and immediate financial impact\n- **Sentiment Analysis**: Customer is frustrated (score -0.6) and requires empathetic handling\n- **Business Impact**: Medium risk level due to significant amount and potential for customer dissatisfaction\n\nUnfortunately, I cannot update the case record using the MCP tool because the case creation encountered an error, and we don\u0027t have a case number to reference. The Case Status information indicates: \"There was an error while attempting to process the case using the MCP tools. The tools for searching existing cases by email and creating a new case both encountered unhandled errors.\"\n\nWithout a valid case number, I cannot proceed with the update_case MCP tool. I recommend first resolving the case creation issue to obtain a valid case number, and then updating the case with this comprehensive summary.\n\nIf you can provide a valid case number or if there\u0027s an alternative approach you\u0027d like me to take, please let me know.",
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"system_message": "You are the Summary Agent responsible for PHASE 2: Comprehensive Case Analysis.\n\n## YOUR MISSION\nCreate detailed analysis that gives support agents everything they need to handle cases effectively.\n\n## INPUT DATA\n- Email Data: ${extract_email_data}\n- Case Status: ${case_orchestrator_agent}\n- Classification: ${classification_agent}\n- Sentiment: ${sentiment_analysis_agent}\n\n## CREATE COMPREHENSIVE SUMMARY\n\n### **\ud83d\udccb CASE OVERVIEW**\n- **Customer**: [Name and email from email data]\n- **Case Number**: [From case orchestrator]\n- **Request Type**: [From email data]\n- **Disputed Amount**: [From email data if applicable]\n- **Timeline**: [Any deadlines mentioned]\n\n### **\u2705 COMPLETED STEPS**\n- \u2705 Case [created/retrieved]: #[number] \n- \u2705 Customer identity verified: [email]\n- \u2705 Request classification completed: [type] with [confidence]%\n- \u2705 Sentiment analysis completed: [primary tone]\n- \u2705 Priority assessment: [priority level] based on [factors]\n\n### **\ud83c\udfaf RECOMMENDED ACTIONS**\n1. **Immediate Response**: [What to address first]\n2. **Tone Approach**: [How to approach based on sentiment]\n3. **Information Needed**: [What to provide customer]\n4. **Follow-up Requirements**: [Any additional steps needed]\n\n### **\ud83d\udccb TEMPLATE RECOMMENDATION DECISION**\nChoose ONE of these three values:\n\n**\"resolved\"** - Choose when:\n- Simple information request that can be answered immediately\n- Standard account service (balance, statements)\n- Request has clear, available solution\n\n**\"followup\"** - Choose when:\n- ATM/deposit issues requiring investigation\n- Dispute cases needing research\n- Complex requests requiring multiple steps\n- Need additional information from customer\n\n**\"rejected\"** - Choose when:\n- Request violates policy/regulations\n- Insufficient authorization\n- Outside bank\u0027s service scope\n\n### **\ud83d\udd0d KEY INSIGHTS FROM ANALYSIS**\n- **Classification Results**: [Priority/Category with justification]\n- **Sentiment Analysis**: [Emotional state and approach needed] \n- **Business Impact**: [Risk level and considerations]\n\n## UPDATE CASE RECORD\nUse update_case MCP tool with extracted case number and these fields:\n- ai_summary_content: [Complete formatted summary]\n- priority: [From classification]\n- request_type: [From classification/email data]\n- recommended_template: [REQUIRED - resolved/followup/rejected]\n- disputed_amount: [From email data if applicable]\n\n## COMPLETION SIGNAL\nEnd with: \"SUMMARY_PHASE_COMPLETED - Case #[number] analyzed. Template: [type]. Priority: [level].\"\n"
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"output": "I\u0027ll create a comprehensive case summary using all the provided analysis data and update the case record. However, I notice there\u0027s an issue with the Case Status information - it indicates there was an error while attempting to process the case using MCP tools. This means we don\u0027t have a case number to update.\n\nLet me first analyze all the available information to create a comprehensive summary:\n\n### **\ud83d\udccb CASE OVERVIEW**\n- **Customer**: Jane Smith (jane.smith@example.com)\n- **Case Number**: [Not available due to case creation error]\n- **Request Type**: Resolve ATM deposit issue\n- **Disputed Amount**: $1,577.83\n- **Timeline**: Customer needs resolution ASAP; incident occurred yesterday around 4pm\n\n### **\u2705 COMPLETED STEPS**\n- \u274c Case creation encountered an error\n- \u2705 Customer identity verified: jane.smith@example.com\n- \u2705 Request classification completed: Account Services (ATM Issues, Deposit Problems) with 95% confidence\n- \u2705 Sentiment analysis completed: Frustrated (primary tone)\n- \u2705 Priority assessment: High priority based on financial impact and urgency\n\n### **\ud83c\udfaf RECOMMENDED ACTIONS**\n1. **Immediate Response**: Acknowledge the issue and assure customer that their deposit will be investigated\n2. **Tone Approach**: Empathetic and solution-focused to address customer\u0027s frustration\n3. **Information Needed**: Provide timeline for investigation and temporary credit consideration\n4. **Follow-up Requirements**: Check ATM logs for the specific time and verify check deposit\n\n### **\ud83d\udccb TEMPLATE RECOMMENDATION DECISION**\n**\"followup\"** - This case requires:\n- ATM/deposit issue investigation\n- Verification of check deposit\n- Multiple steps to resolve the issue\n- Coordination with branch staff to check ATM logs\n\n### **\ud83d\udd0d KEY INSIGHTS FROM ANALYSIS**\n- **Classification Results**: High Priority/Account Services with 95% confidence due to significant amount ($1,577.83) and immediate financial impact\n- **Sentiment Analysis**: Customer is frustrated (score -0.6) and requires empathetic handling\n- **Business Impact**: Medium risk level due to significant amount and potential for customer dissatisfaction\n\nUnfortunately, I cannot update the case record using the MCP tool because the case creation encountered an error, and we don\u0027t have a case number to reference. The Case Status information indicates: \"There was an error while attempting to process the case using the MCP tools. The tools for searching existing cases by email and creating a new case both encountered unhandled errors.\"\n\nWithout a valid case number, I cannot proceed with the update_case MCP tool. I recommend first resolving the case creation issue to obtain a valid case number, and then updating the case with this comprehensive summary.\n\nIf you can provide a valid case number or if there\u0027s an alternative approach you\u0027d like me to take, please let me know.\n__OUTPUTS__ {\"ai_response\": \"I\u0027ll create a comprehensive case summary using all the provided analysis data and update the case record. However, I notice there\u0027s an issue with the Case Status information - it indicates there was an error while attempting to process the case using MCP tools. This means we don\u0027t have a case number to update.\\n\\nLet me first analyze all the available information to create a comprehensive summary:\\n\\n### **\\ud83d\\udccb CASE OVERVIEW**\\n- **Customer**: Jane Smith (jane.smith@example.com)\\n- **Case Number**: [Not available due to case creation error]\\n- **Request Type**: Resolve ATM deposit issue\\n- **Disputed Amount**: $1,577.83\\n- **Timeline**: Customer needs resolution ASAP; incident occurred yesterday around 4pm\\n\\n### **\\u2705 COMPLETED STEPS**\\n- \\u274c Case creation encountered an error\\n- \\u2705 Customer identity verified: jane.smith@example.com\\n- \\u2705 Request classification completed: Account Services (ATM Issues, Deposit Problems) with 95% confidence\\n- \\u2705 Sentiment analysis completed: Frustrated (primary tone)\\n- \\u2705 Priority assessment: High priority based on financial impact and urgency\\n\\n### **\\ud83c\\udfaf RECOMMENDED ACTIONS**\\n1. **Immediate Response**: Acknowledge the issue and assure customer that their deposit will be investigated\\n2. **Tone Approach**: Empathetic and solution-focused to address customer\u0027s frustration\\n3. **Information Needed**: Provide timeline for investigation and temporary credit consideration\\n4. **Follow-up Requirements**: Check ATM logs for the specific time and verify check deposit\\n\\n### **\\ud83d\\udccb TEMPLATE RECOMMENDATION DECISION**\\n**\\\"followup\\\"** - This case requires:\\n- ATM/deposit issue investigation\\n- Verification of check deposit\\n- Multiple steps to resolve the issue\\n- Coordination with branch staff to check ATM logs\\n\\n### **\\ud83d\\udd0d KEY INSIGHTS FROM ANALYSIS**\\n- **Classification Results**: High Priority/Account Services with 95% confidence due to significant amount ($1,577.83) and immediate financial impact\\n- **Sentiment Analysis**: Customer is frustrated (score -0.6) and requires empathetic handling\\n- **Business Impact**: Medium risk level due to significant amount and potential for customer dissatisfaction\\n\\nUnfortunately, I cannot update the case record using the MCP tool because the case creation encountered an error, and we don\u0027t have a case number to reference. The Case Status information indicates: \\\"There was an error while attempting to process the case using the MCP tools. The tools for searching existing cases by email and creating a new case both encountered unhandled errors.\\\"\\n\\nWithout a valid case number, I cannot proceed with the update_case MCP tool. I recommend first resolving the case creation issue to obtain a valid case number, and then updating the case with this comprehensive summary.\\n\\nIf you can provide a valid case number or if there\u0027s an alternative approach you\u0027d like me to take, please let me know.\", \"model_client_id\": \"openrouter_claude_sonnet\", \"agent_type\": \"assistant\", \"model\": \"anthropic/claude-3.7-sonnet\", \"provider\": \"openrouter\", \"status\": \"completed\", \"token_usage\": {\"prompt_tokens\": 2371, \"completion_tokens\": 658, \"total_tokens\": 3029, \"estimated_cost\": {\"amount\": 0.11061, \"currency\": \"USD\"}, \"model\": \"anthropic/claude-3.7-sonnet\", \"provider\": \"openrouter\"}}",
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"output": "I\u0027ll create a comprehensive case summary using all the provided analysis data and update the case record. However, I notice there\u0027s an issue with the Case Status information - it indicates there was an error while attempting to process the case using MCP tools. This means we don\u0027t have a case number to update.\n\nLet me first analyze all the available information to create a comprehensive summary:\n\n### **\ud83d\udccb CASE OVERVIEW**\n- **Customer**: Jane Smith (jane.smith@example.com)\n- **Case Number**: [Not available due to case creation error]\n- **Request Type**: Resolve ATM deposit issue\n- **Disputed Amount**: $1,577.83\n- **Timeline**: Customer needs resolution ASAP; incident occurred yesterday around 4pm\n\n### **\u2705 COMPLETED STEPS**\n- \u274c Case creation encountered an error\n- \u2705 Customer identity verified: jane.smith@example.com\n- \u2705 Request classification completed: Account Services (ATM Issues, Deposit Problems) with 95% confidence\n- \u2705 Sentiment analysis completed: Frustrated (primary tone)\n- \u2705 Priority assessment: High priority based on financial impact and urgency\n\n### **\ud83c\udfaf RECOMMENDED ACTIONS**\n1. **Immediate Response**: Acknowledge the issue and assure customer that their deposit will be investigated\n2. **Tone Approach**: Empathetic and solution-focused to address customer\u0027s frustration\n3. **Information Needed**: Provide timeline for investigation and temporary credit consideration\n4. **Follow-up Requirements**: Check ATM logs for the specific time and verify check deposit\n\n### **\ud83d\udccb TEMPLATE RECOMMENDATION DECISION**\n**\"followup\"** - This case requires:\n- ATM/deposit issue investigation\n- Verification of check deposit\n- Multiple steps to resolve the issue\n- Coordination with branch staff to check ATM logs\n\n### **\ud83d\udd0d KEY INSIGHTS FROM ANALYSIS**\n- **Classification Results**: High Priority/Account Services with 95% confidence due to significant amount ($1,577.83) and immediate financial impact\n- **Sentiment Analysis**: Customer is frustrated (score -0.6) and requires empathetic handling\n- **Business Impact**: Medium risk level due to significant amount and potential for customer dissatisfaction\n\nUnfortunately, I cannot update the case record using the MCP tool because the case creation encountered an error, and we don\u0027t have a case number to reference. The Case Status information indicates: \"There was an error while attempting to process the case using the MCP tools. The tools for searching existing cases by email and creating a new case both encountered unhandled errors.\"\n\nWithout a valid case number, I cannot proceed with the update_case MCP tool. I recommend first resolving the case creation issue to obtain a valid case number, and then updating the case with this comprehensive summary.\n\nIf you can provide a valid case number or if there\u0027s an alternative approach you\u0027d like me to take, please let me know.\n__OUTPUTS__ {\"ai_response\": \"I\u0027ll create a comprehensive case summary using all the provided analysis data and update the case record. However, I notice there\u0027s an issue with the Case Status information - it indicates there was an error while attempting to process the case using MCP tools. This means we don\u0027t have a case number to update.\\n\\nLet me first analyze all the available information to create a comprehensive summary:\\n\\n### **\\ud83d\\udccb CASE OVERVIEW**\\n- **Customer**: Jane Smith (jane.smith@example.com)\\n- **Case Number**: [Not available due to case creation error]\\n- **Request Type**: Resolve ATM deposit issue\\n- **Disputed Amount**: $1,577.83\\n- **Timeline**: Customer needs resolution ASAP; incident occurred yesterday around 4pm\\n\\n### **\\u2705 COMPLETED STEPS**\\n- \\u274c Case creation encountered an error\\n- \\u2705 Customer identity verified: jane.smith@example.com\\n- \\u2705 Request classification completed: Account Services (ATM Issues, Deposit Problems) with 95% confidence\\n- \\u2705 Sentiment analysis completed: Frustrated (primary tone)\\n- \\u2705 Priority assessment: High priority based on financial impact and urgency\\n\\n### **\\ud83c\\udfaf RECOMMENDED ACTIONS**\\n1. **Immediate Response**: Acknowledge the issue and assure customer that their deposit will be investigated\\n2. **Tone Approach**: Empathetic and solution-focused to address customer\u0027s frustration\\n3. **Information Needed**: Provide timeline for investigation and temporary credit consideration\\n4. **Follow-up Requirements**: Check ATM logs for the specific time and verify check deposit\\n\\n### **\\ud83d\\udccb TEMPLATE RECOMMENDATION DECISION**\\n**\\\"followup\\\"** - This case requires:\\n- ATM/deposit issue investigation\\n- Verification of check deposit\\n- Multiple steps to resolve the issue\\n- Coordination with branch staff to check ATM logs\\n\\n### **\\ud83d\\udd0d KEY INSIGHTS FROM ANALYSIS**\\n- **Classification Results**: High Priority/Account Services with 95% confidence due to significant amount ($1,577.83) and immediate financial impact\\n- **Sentiment Analysis**: Customer is frustrated (score -0.6) and requires empathetic handling\\n- **Business Impact**: Medium risk level due to significant amount and potential for customer dissatisfaction\\n\\nUnfortunately, I cannot update the case record using the MCP tool because the case creation encountered an error, and we don\u0027t have a case number to reference. The Case Status information indicates: \\\"There was an error while attempting to process the case using the MCP tools. The tools for searching existing cases by email and creating a new case both encountered unhandled errors.\\\"\\n\\nWithout a valid case number, I cannot proceed with the update_case MCP tool. I recommend first resolving the case creation issue to obtain a valid case number, and then updating the case with this comprehensive summary.\\n\\nIf you can provide a valid case number or if there\u0027s an alternative approach you\u0027d like me to take, please let me know.\", \"model_client_id\": \"openrouter_claude_sonnet\", \"agent_type\": \"assistant\", \"model\": \"anthropic/claude-3.7-sonnet\", \"provider\": \"openrouter\", \"status\": \"completed\", \"token_usage\": {\"prompt_tokens\": 2371, \"completion_tokens\": 658, \"total_tokens\": 3029, \"estimated_cost\": {\"amount\": 0.11061, \"currency\": \"USD\"}, \"model\": \"anthropic/claude-3.7-sonnet\", \"provider\": \"openrouter\"}}",
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"agent_type": "assistant",
"ai_response": "There was an error while attempting to process the case using the MCP tools. The tools for searching existing cases by email and creating a new case both encountered unhandled errors. Please try again later or contact support for assistance.",
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"system_message": "You are the Case Orchestrator Agent responsible for PHASE 1: Case Detection/Creation.\n\n## YOUR SINGLE RESPONSIBILITY\nAnalyze the parsed email data and determine how to handle it using MCP tools.\n\n## HANDLING PROCESS\n\n**Step 1: Analyze Routing Decision**\nFrom the email data, check the routing_decision field:\n\n**Path A: EXISTING_CASE_FOLLOWUP**\nIf routing_decision is \"EXISTING_CASE_FOLLOWUP\":\n1. Extract the existing_case_number\n2. Use get_case MCP tool to retrieve the case\n3. Output: \"CASE_RETRIEVED_FOR_UPDATE - Case #[number]\"\n\n**Path B: NEW_CASE_REQUIRED** \nIf routing_decision is \"NEW_CASE_REQUIRED\":\n1. Use search_cases_by_email MCP tool to check for duplicates\n2. If duplicates found with similar issues:\n - Create duplicate case using create_case MCP tool\n - Use manage_duplicate_priority MCP tool for priority management\n - Output: \"DUPLICATE_PROCESSED - Linked to #[number]\"\n3. If no duplicates, create new case using create_case MCP tool\n - Output: \"NEW_CASE_CREATED - Case #[number]\"\n\n## MCP TOOL USAGE\n- search_cases_by_email: Search for existing cases by email\n- create_case: Create new cases in Salesforce\n- get_case: Retrieve existing case by case number \n- manage_duplicate_priority: Handle duplicate case priority\n\n## COMPLETION SIGNALS\nAlways end with ONE of these EXACT phrases:\n- \"CASE_RETRIEVED_FOR_UPDATE - Case #[number]\"\n- \"NEW_CASE_CREATED - Case #[number]\" \n- \"DUPLICATE_PROCESSED - Linked to #[number]\"\n\n## DUPLICATE DETECTION LOGIC\nWhen checking duplicates:\n1. Search by customer email\n2. Look for similar subjects/issues within last 7 days\n3. Consider same disputed amounts as potential duplicates\n4. If 80%+ similarity in issue description \u2192 mark as duplicate\n"
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"output": "There was an error while attempting to process the case using the MCP tools. The tools for searching existing cases by email and creating a new case both encountered unhandled errors. Please try again later or contact support for assistance.\n__OUTPUTS__ {\"ai_response\": \"There was an error while attempting to process the case using the MCP tools. The tools for searching existing cases by email and creating a new case both encountered unhandled errors. Please try again later or contact support for assistance.\", \"model_client_id\": \"openai_gpt4\", \"agent_type\": \"assistant\", \"model\": \"gpt-4-turbo\", \"provider\": \"openai\", \"status\": \"completed\", \"token_usage\": {\"prompt_tokens\": 3543, \"completion_tokens\": 269, \"total_tokens\": 3812, \"estimated_cost\": {\"amount\": 0.0435, \"currency\": \"USD\"}, \"model\": \"gpt-4-turbo\", \"provider\": \"openai\"}}",
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"ai_response": "```json\n{\n \"classification\": {\n \"priority\": \"High\",\n \"primary_category\": \"Account Services\",\n \"tags\": [\"ATM Issues\", \"Deposit Problems\"],\n \"justification\": \"Customer reported an ATM issue where the machine took the check but did not credit the account, involving a significant amount of money ($1,577.83) and causing immediate financial impact.\",\n \"confidence_score\": 0.95\n }\n}\n```",
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"system_message": "You are an Email Classification Agent for a financial institution.\n\n## Classification Task\nAnalyze the email content and assign:\n\n**PRIORITY LEVELS:**\n- **Urgent**: Fraud, security breaches, account compromises, system outages\n- **High**: Transaction disputes, account locks, payment failures, deadlines\n- **Medium**: Account inquiries, service requests, loan information \n- **Low**: General information, documentation requests, feedback\n\n**CATEGORIES (choose primary):**\n- **Fraud Alert/Report**: Unauthorized transactions, suspicious activities\n- **Dispute Related**: Transaction disputes, billing errors, chargebacks\n- **Account Services**: Balance inquiries, account maintenance, statements\n- **Technical Support**: System access, online banking, app issues\n- **Loan Related**: Loan applications, payments, modifications\n- **General Inquiry**: Information requests, documentation, feedback\n\n## Output Format (JSON)\n```json\n{\n \"classification\": {\n \"priority\": \"High\",\n \"primary_category\": \"Dispute Related\", \n \"tags\": [\"Transaction Issues\", \"Account Services\"],\n \"justification\": \"Customer following up on unresolved credit card dispute with deadline pressure\",\n \"confidence_score\": 0.90\n }\n}\n```\n\n## Classification Rules\n- ATM/deposit issues = High priority + Account Services\n- Fraud reports = Urgent priority + Fraud Alert/Report\n- Follow-ups on existing issues = increase urgency\n- Financial amounts mentioned = higher priority\n- Multiple contact attempts = escalate priority\n"
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"output": "```json\n{\n \"classification\": {\n \"priority\": \"High\",\n \"primary_category\": \"Account Services\",\n \"tags\": [\"ATM Issues\", \"Deposit Problems\"],\n \"justification\": \"Customer reported an ATM issue where the machine took the check but did not credit the account, involving a significant amount of money ($1,577.83) and causing immediate financial impact.\",\n \"confidence_score\": 0.95\n }\n}\n```\n__OUTPUTS__ {\"ai_response\": \"```json\\n{\\n \\\"classification\\\": {\\n \\\"priority\\\": \\\"High\\\",\\n \\\"primary_category\\\": \\\"Account Services\\\",\\n \\\"tags\\\": [\\\"ATM Issues\\\", \\\"Deposit Problems\\\"],\\n \\\"justification\\\": \\\"Customer reported an ATM issue where the machine took the check but did not credit the account, involving a significant amount of money ($1,577.83) and causing immediate financial impact.\\\",\\n \\\"confidence_score\\\": 0.95\\n }\\n}\\n```\", \"model_client_id\": \"openai_gpt4\", \"agent_type\": \"assistant\", \"model\": \"gpt-4-turbo\", \"provider\": \"openai\", \"status\": \"completed\", \"token_usage\": {\"prompt_tokens\": 1422, \"completion_tokens\": 185, \"total_tokens\": 1607, \"estimated_cost\": {\"amount\": 0.01977, \"currency\": \"USD\"}, \"model\": \"gpt-4-turbo\", \"provider\": \"openai\"}}",
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"output": "```json\n{\n \"classification\": {\n \"priority\": \"High\",\n \"primary_category\": \"Account Services\",\n \"tags\": [\"ATM Issues\", \"Deposit Problems\"],\n \"justification\": \"Customer reported an ATM issue where the machine took the check but did not credit the account, involving a significant amount of money ($1,577.83) and causing immediate financial impact.\",\n \"confidence_score\": 0.95\n }\n}\n```\n__OUTPUTS__ {\"ai_response\": \"```json\\n{\\n \\\"classification\\\": {\\n \\\"priority\\\": \\\"High\\\",\\n \\\"primary_category\\\": \\\"Account Services\\\",\\n \\\"tags\\\": [\\\"ATM Issues\\\", \\\"Deposit Problems\\\"],\\n \\\"justification\\\": \\\"Customer reported an ATM issue where the machine took the check but did not credit the account, involving a significant amount of money ($1,577.83) and causing immediate financial impact.\\\",\\n \\\"confidence_score\\\": 0.95\\n }\\n}\\n```\", \"model_client_id\": \"openai_gpt4\", \"agent_type\": \"assistant\", \"model\": \"gpt-4-turbo\", \"provider\": \"openai\", \"status\": \"completed\", \"token_usage\": {\"prompt_tokens\": 1422, \"completion_tokens\": 185, \"total_tokens\": 1607, \"estimated_cost\": {\"amount\": 0.01977, \"currency\": \"USD\"}, \"model\": \"gpt-4-turbo\", \"provider\": \"openai\"}}",
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"ai_response": "```json\n{\n \"customer_name\": \"Jane Smith\",\n \"customer_email\": \"jane.smith@example.com\",\n \"subject\": \"Deposit machine took check but no credit\",\n \"email_body\": \"Hi there,\\r\\n\\r\\nUsed the ATM at your Main Street branch to deposit a check yesterday\\r\\naround 4pm. Machine took the check but froze up. No receipt and money\\r\\nisn\u0027t in my account.\\r\\n\\r\\nCheck amount: $1,577.83\\r\\nLocation: Main Street ATM (next to grocery store)\\r\\nTime: Yesterday around 4pm\\r\\nAccount: Checking ending 6654\\r\\n\\r\\nNeed this resolved ASAP.\\r\\n\",\n \"existing_case_number\": null,\n \"disputed_amount\": 1577.83,\n \"request_type\": \"Resolve ATM deposit issue\",\n \"routing_decision\": \"NEW_CASE_REQUIRED\"\n}\n```",
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"system_message": "You are an Email Parser Agent that processes JSON formatted customer emails and extracts all relevant information.\n\n## Your Task\nParse the JSON email input and extract:\n1. **Customer Information**: Name and email address from sender field\n2. **Email Content**: Subject and body content \n3. **Case Detection**: Look for existing case numbers in subject/body\n4. **Financial Information**: Extract any disputed amounts mentioned\n5. **Request Analysis**: Identify what the customer is requesting\n\n## JSON Input Format Expected\n```json\n{\n \"sender\": \"Michael Johnson \u003cmichael.johnson@email.com\u003e\",\n \"subject\": \"RE: Case #00001234 - Credit card dispute update\", \n \"body\": \"Hi, I\u0027m following up on my dispute case #00001234...\"\n}\n```\n\n## Extraction Process\n1. **Parse Sender**: Extract name and email from \"Name \u003cemail\u003e\" format\n2. **Find Case Numbers**: Look for patterns like \"Case #12345\", \"#00001234\", \"case 12345\"\n3. **Extract Amounts**: Find dollar amounts mentioned (e.g., \"$1,299.99\")\n4. **Identify Request Type**: Determine what the customer needs\n\n## Output Format (JSON)\n```json\n{\n \"customer_name\": \"Michael Johnson\",\n \"customer_email\": \"michael.johnson@email.com\",\n \"subject\": \"RE: Case #00001234 - Credit card dispute update\",\n \"email_body\": \"Full email content...\",\n \"existing_case_number\": \"00001234\",\n \"disputed_amount\": 1299.99,\n \"request_type\": \"Follow-up on credit card dispute\",\n \"routing_decision\": \"EXISTING_CASE_FOLLOWUP\"\n}\n```\n\n## Routing Decisions\nOutput ONE of these in routing_decision:\n- \"EXISTING_CASE_FOLLOWUP\" - If case number found\n- \"NEW_CASE_REQUIRED\" - If no case number found\n\nCRITICAL: Always output valid JSON format with all required fields.\n"
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"output": "```json\n{\n \"customer_name\": \"Jane Smith\",\n \"customer_email\": \"jane.smith@example.com\",\n \"subject\": \"Deposit machine took check but no credit\",\n \"email_body\": \"Hi there,\\r\\n\\r\\nUsed the ATM at your Main Street branch to deposit a check yesterday\\r\\naround 4pm. Machine took the check but froze up. No receipt and money\\r\\nisn\u0027t in my account.\\r\\n\\r\\nCheck amount: $1,577.83\\r\\nLocation: Main Street ATM (next to grocery store)\\r\\nTime: Yesterday around 4pm\\r\\nAccount: Checking ending 6654\\r\\n\\r\\nNeed this resolved ASAP.\\r\\n\",\n \"existing_case_number\": null,\n \"disputed_amount\": 1577.83,\n \"request_type\": \"Resolve ATM deposit issue\",\n \"routing_decision\": \"NEW_CASE_REQUIRED\"\n}\n```\n__OUTPUTS__ {\"ai_response\": \"```json\\n{\\n \\\"customer_name\\\": \\\"Jane Smith\\\",\\n \\\"customer_email\\\": \\\"jane.smith@example.com\\\",\\n \\\"subject\\\": \\\"Deposit machine took check but no credit\\\",\\n \\\"email_body\\\": \\\"Hi there,\\\\r\\\\n\\\\r\\\\nUsed the ATM at your Main Street branch to deposit a check yesterday\\\\r\\\\naround 4pm. Machine took the check but froze up. No receipt and money\\\\r\\\\nisn\u0027t in my account.\\\\r\\\\n\\\\r\\\\nCheck amount: $1,577.83\\\\r\\\\nLocation: Main Street ATM (next to grocery store)\\\\r\\\\nTime: Yesterday around 4pm\\\\r\\\\nAccount: Checking ending 6654\\\\r\\\\n\\\\r\\\\nNeed this resolved ASAP.\\\\r\\\\n\\\",\\n \\\"existing_case_number\\\": null,\\n \\\"disputed_amount\\\": 1577.83,\\n \\\"request_type\\\": \\\"Resolve ATM deposit issue\\\",\\n \\\"routing_decision\\\": \\\"NEW_CASE_REQUIRED\\\"\\n}\\n```\", \"model_client_id\": \"openai_gpt4\", \"agent_type\": \"assistant\", \"model\": \"gpt-4-turbo\", \"provider\": \"openai\", \"status\": \"completed\", \"token_usage\": {\"prompt_tokens\": 576, \"completion_tokens\": 192, \"total_tokens\": 768, \"estimated_cost\": {\"amount\": 0.01152, \"currency\": \"USD\"}, \"model\": \"gpt-4-turbo\", \"provider\": \"openai\"}}",
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"timestamp": "2025-08-08T12:05:10.010028",
"worker_executed": true,
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},
"model": "gpt-4-turbo",
"model_client_id": "openai_gpt4",
"output": "```json\n{\n \"customer_name\": \"Jane Smith\",\n \"customer_email\": \"jane.smith@example.com\",\n \"subject\": \"Deposit machine took check but no credit\",\n \"email_body\": \"Hi there,\\r\\n\\r\\nUsed the ATM at your Main Street branch to deposit a check yesterday\\r\\naround 4pm. Machine took the check but froze up. No receipt and money\\r\\nisn\u0027t in my account.\\r\\n\\r\\nCheck amount: $1,577.83\\r\\nLocation: Main Street ATM (next to grocery store)\\r\\nTime: Yesterday around 4pm\\r\\nAccount: Checking ending 6654\\r\\n\\r\\nNeed this resolved ASAP.\\r\\n\",\n \"existing_case_number\": null,\n \"disputed_amount\": 1577.83,\n \"request_type\": \"Resolve ATM deposit issue\",\n \"routing_decision\": \"NEW_CASE_REQUIRED\"\n}\n```\n__OUTPUTS__ {\"ai_response\": \"```json\\n{\\n \\\"customer_name\\\": \\\"Jane Smith\\\",\\n \\\"customer_email\\\": \\\"jane.smith@example.com\\\",\\n \\\"subject\\\": \\\"Deposit machine took check but no credit\\\",\\n \\\"email_body\\\": \\\"Hi there,\\\\r\\\\n\\\\r\\\\nUsed the ATM at your Main Street branch to deposit a check yesterday\\\\r\\\\naround 4pm. Machine took the check but froze up. No receipt and money\\\\r\\\\nisn\u0027t in my account.\\\\r\\\\n\\\\r\\\\nCheck amount: $1,577.83\\\\r\\\\nLocation: Main Street ATM (next to grocery store)\\\\r\\\\nTime: Yesterday around 4pm\\\\r\\\\nAccount: Checking ending 6654\\\\r\\\\n\\\\r\\\\nNeed this resolved ASAP.\\\\r\\\\n\\\",\\n \\\"existing_case_number\\\": null,\\n \\\"disputed_amount\\\": 1577.83,\\n \\\"request_type\\\": \\\"Resolve ATM deposit issue\\\",\\n \\\"routing_decision\\\": \\\"NEW_CASE_REQUIRED\\\"\\n}\\n```\", \"model_client_id\": \"openai_gpt4\", \"agent_type\": \"assistant\", \"model\": \"gpt-4-turbo\", \"provider\": \"openai\", \"status\": \"completed\", \"token_usage\": {\"prompt_tokens\": 576, \"completion_tokens\": 192, \"total_tokens\": 768, \"estimated_cost\": {\"amount\": 0.01152, \"currency\": \"USD\"}, \"model\": \"gpt-4-turbo\", \"provider\": \"openai\"}}",
"provider": "openai",
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"status": "completed",
"stderr": "",
"task_id": "email_parser",
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"currency": "USD"
},
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"provider": "openai",
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}
},
"extract_email_data": {
"customer_email": "jane.smith@example.com",
"customer_name": "Jane Smith",
"disputed_amount": 1577.83,
"email_body": "Hi there,\r\n\r\nUsed the ATM at your Main Street branch to deposit a check yesterday\r\naround 4pm. Machine took the check but froze up. No receipt and money\r\nisn\u0027t in my account.\r\n\r\nCheck amount: $1,577.83\r\nLocation: Main Street ATM (next to grocery store)\r\nTime: Yesterday around 4pm\r\nAccount: Checking ending 6654\r\n\r\nNeed this resolved ASAP.\r\n",
"execution_details": {
"actual_result": {
"output": "\ud83d\udce7 Email Parser Output:\n```json\n{\n \"customer_name\": \"Jane Smith\",\n \"customer_email\": \"jane.smith@example.com\",\n \"subject\": \"Deposit machine took check but no credit\",\n \"email_body\": \"Hi there,\\r\\n\\r\\nUsed the ATM at your Main Street branch to deposit a check yesterday\\r\\naround 4pm. Machine took the check but froze up. No receipt and money\\r\\nisn\u0027t in my account.\\r\\n\\r\\nCheck amount: $1,577.83\\r\\nLocation: Main Street ATM (next to grocery store)\\r\\nTime: Yesterday around 4pm\\r\\nAccount: Checking ending 6654\\r\\n\\r\\nNeed this resolved ASAP.\\r\\n\",\n \"existing_case_number\": null,\n \"disputed_amount\": 1577.83,\n \"request_type\": \"Resolve ATM deposit issue\",\n \"routing_decision\": \"NEW_CASE_REQUIRED\"\n}\n```\n\u2705 Successfully parsed email data:\n Customer: Jane Smith \u003cjane.smith@example.com\u003e\n Routing: NEW_CASE_REQUIRED\n__OUTPUTS__ {\"customer_name\": \"Jane Smith\", \"customer_email\": \"jane.smith@example.com\", \"subject\": \"Deposit machine took check but no credit\", \"email_body\": \"Hi there,\\r\\n\\r\\nUsed the ATM at your Main Street branch to deposit a check yesterday\\r\\naround 4pm. Machine took the check but froze up. No receipt and money\\r\\nisn\u0027t in my account.\\r\\n\\r\\nCheck amount: $1,577.83\\r\\nLocation: Main Street ATM (next to grocery store)\\r\\nTime: Yesterday around 4pm\\r\\nAccount: Checking ending 6654\\r\\n\\r\\nNeed this resolved ASAP.\\r\\n\", \"existing_case_number\": null, \"disputed_amount\": 1577.83, \"request_type\": \"Resolve ATM deposit issue\", \"routing_decision\": \"NEW_CASE_REQUIRED\"}\n",
"return_code": 0,
"status": "completed",
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"end_time": "2025-08-08T12:05:10.335861",
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"start_time": "2025-08-08T12:05:10.059930",
"timestamp": "2025-08-08T12:05:10.335861",
"worker_executed": true,
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},
"existing_case_number": null,
"output": "\ud83d\udce7 Email Parser Output:\n```json\n{\n \"customer_name\": \"Jane Smith\",\n \"customer_email\": \"jane.smith@example.com\",\n \"subject\": \"Deposit machine took check but no credit\",\n \"email_body\": \"Hi there,\\r\\n\\r\\nUsed the ATM at your Main Street branch to deposit a check yesterday\\r\\naround 4pm. Machine took the check but froze up. No receipt and money\\r\\nisn\u0027t in my account.\\r\\n\\r\\nCheck amount: $1,577.83\\r\\nLocation: Main Street ATM (next to grocery store)\\r\\nTime: Yesterday around 4pm\\r\\nAccount: Checking ending 6654\\r\\n\\r\\nNeed this resolved ASAP.\\r\\n\",\n \"existing_case_number\": null,\n \"disputed_amount\": 1577.83,\n \"request_type\": \"Resolve ATM deposit issue\",\n \"routing_decision\": \"NEW_CASE_REQUIRED\"\n}\n```\n\u2705 Successfully parsed email data:\n Customer: Jane Smith \u003cjane.smith@example.com\u003e\n Routing: NEW_CASE_REQUIRED\n__OUTPUTS__ {\"customer_name\": \"Jane Smith\", \"customer_email\": \"jane.smith@example.com\", \"subject\": \"Deposit machine took check but no credit\", \"email_body\": \"Hi there,\\r\\n\\r\\nUsed the ATM at your Main Street branch to deposit a check yesterday\\r\\naround 4pm. Machine took the check but froze up. No receipt and money\\r\\nisn\u0027t in my account.\\r\\n\\r\\nCheck amount: $1,577.83\\r\\nLocation: Main Street ATM (next to grocery store)\\r\\nTime: Yesterday around 4pm\\r\\nAccount: Checking ending 6654\\r\\n\\r\\nNeed this resolved ASAP.\\r\\n\", \"existing_case_number\": null, \"disputed_amount\": 1577.83, \"request_type\": \"Resolve ATM deposit issue\", \"routing_decision\": \"NEW_CASE_REQUIRED\"}\n",
"request_type": "Resolve ATM deposit issue",
"return_code": 0,
"routing_decision": "NEW_CASE_REQUIRED",
"status": "completed",
"stderr": "",
"subject": "Deposit machine took check but no credit",
"task_id": "extract_email_data"
},
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"text": "{\n \"result\": null,\n \"error\": \"HTTPConnectionPool(host=\u0027vespa-dev.assistents.ai\u0027, port=19070): Max retries exceeded with url: /search/?yql=select+%2A+from+tenant_documents%0A++++++++++++++++++++where+%28userQuery%28%29+or+%28%7BtargetHits%3A+100%7DnearestNeighbor%28embedding%2C+q%29%29%29%0A++++++++++++++++++++and+%28tenant_id+contains+%270572fa8d-d7c3-47db-9219-ef40b80d42b7%27%29%0A++++++++++++++++++++limit+5\u0026query=%7B%22model%22%3A+%22anthropic%2Fclaude-3.7-sonnet%22%2C+%22provider%22%3A+%22openrouter%22%2C+%22agent_type%22%3A+%22assistant%22%2C+%22ai_response%22%3A+%22I%27ll+create+a+comprehensive+case+summary+using+all+the+provided+analysis+data+and+update+the+case+record.+However%2C+I+notice+there%27s+an+issue+with+the+Case+Status+information+-+it+indicates+there+was+an+error+while+attempting+to+process+the+case+using+MCP+tools.+This+means+we+don%27t+have+a+case+number+to+update.%5Cn%5CnLet+me+first+analyze+all+the+available+information+to+create+a+comprehensive+summary%3A%5Cn%5Cn%23%23%23+%2A%2A%5Cud83d%5Cudccb+CASE+OVERVIEW%2A%2A%5Cn-+%2A%2ACustomer%2A%2A%3A+Jane+Smith+%28jane.smith%40example.com%29%5Cn-+%2A%2ACase+Number%2A%2A%3A+%5BNot+available+due+to+case+creation+error%5D%5Cn-+%2A%2ARequest+Type%2A%2A%3A+Resolve+ATM+deposit+issue%5Cn-+%2A%2ADisputed+Amount%2A%2A%3A+%241%2C577.83%5Cn-+%2A%2ATimeline%2A%2A%3A+Customer+needs+resolution+ASAP%3B+incident+occurred+yesterday+around+4pm%5Cn%5Cn%23%23%23+%2A%2A%5Cu2705+COMPLETED+STEPS%2A%2A%5Cn-+%5Cu274c+Case+creation+encountered+an+error%5Cn-+%5Cu2705+Customer+identity+verified%3A+jane.smith%40example.com%5Cn-+%5Cu2705+Request+classification+completed%3A+Account+Services+%28ATM+Issues%2C+Deposit+Problems%29+with+95%25+confidence%5Cn-+%5Cu2705+Sentiment+analysis+completed%3A+Frustrated+%28primary+tone%29%5Cn-+%5Cu2705+Priority+assessment%3A+High+priority+based+on+financial+impact+and+urgency%5Cn%5Cn%23%23%23+%2A%2A%5Cud83c%5Cudfaf+RECOMMENDED+ACTIONS%2A%2A%5Cn1.+%2A%2AImmediate+Response%2A%2A%3A+Acknowledge+the+issue+and+assure+customer+that+their+deposit+will+be+investigated%5Cn2.+%2A%2ATone+Approach%2A%2A%3A+Empathetic+and+solution-focused+to+address+customer%27s+frustration%5Cn3.+%2A%2AInformation+Needed%2A%2A%3A+Provide+timeline+for+investigation+and+temporary+credit+consideration%5Cn4.+%2A%2AFollow-up+Requirements%2A%2A%3A+Check+ATM+logs+for+the+specific+time+and+verify+check+deposit%5Cn%5Cn%23%23%23+%2A%2A%5Cud83d%5Cudccb+TEMPLATE+RECOMMENDATION+DECISION%2A%2A%5Cn%2A%2A%5C%22followup%5C%22%2A%2A+-+This+case+requires%3A%5Cn-+ATM%2Fdeposit+issue+investigation%5Cn-+Verification+of+check+deposit%5Cn-+Multiple+steps+to+resolve+the+issue%5Cn-+Coordination+with+branch+staff+to+check+ATM+logs%5Cn%5Cn%23%23%23+%2A%2A%5Cud83d%5Cudd0d+KEY+INSIGHTS+FROM+ANALYSIS%2A%2A%5Cn-+%2A%2AClassification+Results%2A%2A%3A+High+Priority%2FAccount+Services+with+95%25+confidence+due+to+significant+amount+%28%241%2C577.83%29+and+immediate+financial+impact%5Cn-+%2A%2ASentiment+Analysis%2A%2A%3A+Customer+is+frustrated+%28score+-0.6%29+and+requires+empathetic+handling%5Cn-+%2A%2ABusiness+Impact%2A%2A%3A+Medium+risk+level+due+to+significant+amount+and+potential+for+customer+dissatisfaction%5Cn%5CnUnfortunately%2C+I+cannot+update+the+case+record+using+the+MCP+tool+because+the+case+creation+encountered+an+error%2C+and+we+don%27t+have+a+case+number+to+reference.+The+Case+Status+information+indicates%3A+%5C%22There+was+an+error+while+attempting+to+process+the+case+using+the+MCP+tools.+The+tools+for+searching+existing+cases+by+email+and+creating+a+new+case+both+encountered+unhandled+errors.%5C%22%5Cn%5CnWithout+a+valid+case+number%2C+I+cannot+proceed+with+the+update_case+MCP+tool.+I+recommend+first+resolving+the+case+creation+issue+to+obtain+a+valid+case+number%2C+and+then+updating+the+case+with+this+comprehensive+summary.%5Cn%5CnIf+you+can+provide+a+valid+case+number+or+if+there%27s+an+alternative+approach+you%27d+like+me+to+take%2C+please+let+me+know.%22%2C+%22token_usage%22%3A+%7B%22model%22%3A+%22anthropic%2Fclaude-3.7-sonnet%22%2C+%22provider%22%3A+%22openrouter%22%2C+%22total_tokens%22%3A+3029%2C+%22prompt_tokens%22%3A+2371%2C+%22estimated_cost%22%3A+%7B%22amount%22%3A+0.11061%2C+%22currency%22%3A+%22USD%22%7D%2C+%22completion_tokens%22%3A+658%7D%2C+%22model_client_id%22%3A+%22openrouter_claude_sonnet%22%7D\u0026ranking.features.query%28match_features%29=max_sim+cos_sim+bm25%28content%29 (Caused by NewConnectionError(\u0027\u003curllib3.connection.HTTPConnection object at 0x7fef17bbacf0\u003e: Failed to establish a new connection: [Errno 111] Connection refused\u0027))\"\n}",
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"output": "Route selected: template_creator\n__OUTPUTS__ {\"router_type\": \"condition\", \"selected_route\": \"template_creator\", \"route_reason\": \"no_conditions_matched\", \"evaluation_details\": {}, \"all_conditions_checked\": [{\"name\": \"templates_available\", \"condition\": \"contains(\\\"${template_router_agent}\\\", \\\"TEMPLATES_FOUND\\\")\", \"result\": false, \"route\": \"template_personalizer\"}, {\"name\": \"templates_needed\", \"condition\": \"contains(\\\"${template_router_agent}\\\", \\\"NO_TEMPLATES_FOUND\\\")\", \"result\": false, \"route\": \"template_creator\"}], \"duration_seconds\": 0.001281, \"started_at\": \"2025-08-08T12:06:00.327740\", \"ended_at\": \"2025-08-08T12:06:00.329021\"}",
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"ai_response": "```json\n{\n \"sentiment_score\": -0.6,\n \"primary_tone\": \"Frustrated\",\n \"emotional_indicators\": {\n \"frustration_level\": \"Medium\",\n \"satisfaction\": \"Low\"\n },\n \"context_notes\": \"Customer expresses urgency by requesting resolution ASAP due to an ATM error and missing funds. The lack of receipt and immediate credit contributes to their frustration.\"\n}\n```",
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"system_message": "You are a Sentiment Analysis Agent specializing in banking customer communications.\n\n## Analysis Components\n\n**SENTIMENT SCORE**: -1.0 to 1.0\n- -1.0 to -0.7: Extremely Negative\n- -0.7 to -0.3: Moderately Negative\n- -0.3 to 0.3: Neutral \n- 0.3 to 0.7: Moderately Positive\n- 0.7 to 1.0: Extremely Positive\n\n**PRIMARY TONE**: \n- Frustrated, Angry, Concerned, Neutral, Satisfied, Appreciative\n\n**EMOTIONAL INDICATORS**:\n- Frustration Level: None/Low/Medium/High\n- Satisfaction Level: Very Low/Low/Neutral/High/Very High\n\n## Banking-Specific Indicators\nLook for:\n- Urgency language (\"urgent\", \"immediate\", \"deadline\")\n- Escalation threats (\"manager\", \"complaint\", \"close account\")\n- Timeline pressure (\"payment due\", \"deadline\", \"soon\")\n- Repeat contact mentions (\"called twice\", \"no response\")\n- Financial stress indicators\n\n## Output Format (JSON)\n```json\n{\n \"sentiment_score\": -0.5,\n \"primary_tone\": \"Frustrated\",\n \"emotional_indicators\": {\n \"frustration_level\": \"Medium\",\n \"satisfaction\": \"Low\"\n },\n \"context_notes\": \"Customer mentions urgency due to payment deadline and lack of response\"\n}\n```\n"
},
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"output": "```json\n{\n \"sentiment_score\": -0.6,\n \"primary_tone\": \"Frustrated\",\n \"emotional_indicators\": {\n \"frustration_level\": \"Medium\",\n \"satisfaction\": \"Low\"\n },\n \"context_notes\": \"Customer expresses urgency by requesting resolution ASAP due to an ATM error and missing funds. The lack of receipt and immediate credit contributes to their frustration.\"\n}\n```\n__OUTPUTS__ {\"ai_response\": \"```json\\n{\\n \\\"sentiment_score\\\": -0.6,\\n \\\"primary_tone\\\": \\\"Frustrated\\\",\\n \\\"emotional_indicators\\\": {\\n \\\"frustration_level\\\": \\\"Medium\\\",\\n \\\"satisfaction\\\": \\\"Low\\\"\\n },\\n \\\"context_notes\\\": \\\"Customer expresses urgency by requesting resolution ASAP due to an ATM error and missing funds. The lack of receipt and immediate credit contributes to their frustration.\\\"\\n}\\n```\", \"model_client_id\": \"openai_gpt4o\", \"agent_type\": \"assistant\", \"model\": \"gpt-4o\", \"provider\": \"openai\", \"status\": \"completed\", \"token_usage\": {\"prompt_tokens\": 637, \"completion_tokens\": 90, \"total_tokens\": 727, \"estimated_cost\": {\"amount\": 0.004535, \"currency\": \"USD\"}, \"model\": \"gpt-4o\", \"provider\": \"openai\"}}",
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}
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"workers_notified": true
},
"model": "gpt-4o",
"model_client_id": "openai_gpt4o",
"output": "```json\n{\n \"sentiment_score\": -0.6,\n \"primary_tone\": \"Frustrated\",\n \"emotional_indicators\": {\n \"frustration_level\": \"Medium\",\n \"satisfaction\": \"Low\"\n },\n \"context_notes\": \"Customer expresses urgency by requesting resolution ASAP due to an ATM error and missing funds. The lack of receipt and immediate credit contributes to their frustration.\"\n}\n```\n__OUTPUTS__ {\"ai_response\": \"```json\\n{\\n \\\"sentiment_score\\\": -0.6,\\n \\\"primary_tone\\\": \\\"Frustrated\\\",\\n \\\"emotional_indicators\\\": {\\n \\\"frustration_level\\\": \\\"Medium\\\",\\n \\\"satisfaction\\\": \\\"Low\\\"\\n },\\n \\\"context_notes\\\": \\\"Customer expresses urgency by requesting resolution ASAP due to an ATM error and missing funds. The lack of receipt and immediate credit contributes to their frustration.\\\"\\n}\\n```\", \"model_client_id\": \"openai_gpt4o\", \"agent_type\": \"assistant\", \"model\": \"gpt-4o\", \"provider\": \"openai\", \"status\": \"completed\", \"token_usage\": {\"prompt_tokens\": 637, \"completion_tokens\": 90, \"total_tokens\": 727, \"estimated_cost\": {\"amount\": 0.004535, \"currency\": \"USD\"}, \"model\": \"gpt-4o\", \"provider\": \"openai\"}}",
"provider": "openai",
"return_code": 0,
"status": "completed",
"stderr": "",
"task_id": "sentiment_analysis_agent",
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"completion_tokens": 90,
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},
"model": "gpt-4o",
"prompt_tokens": 637,
"provider": "openai",
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}
},
"summary_agent": {
"agent_type": "assistant",
"ai_response": "I\u0027ll create a comprehensive case summary using all the provided analysis data and update the case record. However, I notice there\u0027s an issue with the Case Status information - it indicates there was an error while attempting to process the case using MCP tools. This means we don\u0027t have a case number to update.\n\nLet me first analyze all the available information to create a comprehensive summary:\n\n### **\ud83d\udccb CASE OVERVIEW**\n- **Customer**: Jane Smith (jane.smith@example.com)\n- **Case Number**: [Not available due to case creation error]\n- **Request Type**: Resolve ATM deposit issue\n- **Disputed Amount**: $1,577.83\n- **Timeline**: Customer needs resolution ASAP; incident occurred yesterday around 4pm\n\n### **\u2705 COMPLETED STEPS**\n- \u274c Case creation encountered an error\n- \u2705 Customer identity verified: jane.smith@example.com\n- \u2705 Request classification completed: Account Services (ATM Issues, Deposit Problems) with 95% confidence\n- \u2705 Sentiment analysis completed: Frustrated (primary tone)\n- \u2705 Priority assessment: High priority based on financial impact and urgency\n\n### **\ud83c\udfaf RECOMMENDED ACTIONS**\n1. **Immediate Response**: Acknowledge the issue and assure customer that their deposit will be investigated\n2. **Tone Approach**: Empathetic and solution-focused to address customer\u0027s frustration\n3. **Information Needed**: Provide timeline for investigation and temporary credit consideration\n4. **Follow-up Requirements**: Check ATM logs for the specific time and verify check deposit\n\n### **\ud83d\udccb TEMPLATE RECOMMENDATION DECISION**\n**\"followup\"** - This case requires:\n- ATM/deposit issue investigation\n- Verification of check deposit\n- Multiple steps to resolve the issue\n- Coordination with branch staff to check ATM logs\n\n### **\ud83d\udd0d KEY INSIGHTS FROM ANALYSIS**\n- **Classification Results**: High Priority/Account Services with 95% confidence due to significant amount ($1,577.83) and immediate financial impact\n- **Sentiment Analysis**: Customer is frustrated (score -0.6) and requires empathetic handling\n- **Business Impact**: Medium risk level due to significant amount and potential for customer dissatisfaction\n\nUnfortunately, I cannot update the case record using the MCP tool because the case creation encountered an error, and we don\u0027t have a case number to reference. The Case Status information indicates: \"There was an error while attempting to process the case using the MCP tools. The tools for searching existing cases by email and creating a new case both encountered unhandled errors.\"\n\nWithout a valid case number, I cannot proceed with the update_case MCP tool. I recommend first resolving the case creation issue to obtain a valid case number, and then updating the case with this comprehensive summary.\n\nIf you can provide a valid case number or if there\u0027s an alternative approach you\u0027d like me to take, please let me know.",
"execution_details": {
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"system_message": "You are the Summary Agent responsible for PHASE 2: Comprehensive Case Analysis.\n\n## YOUR MISSION\nCreate detailed analysis that gives support agents everything they need to handle cases effectively.\n\n## INPUT DATA\n- Email Data: ${extract_email_data}\n- Case Status: ${case_orchestrator_agent}\n- Classification: ${classification_agent}\n- Sentiment: ${sentiment_analysis_agent}\n\n## CREATE COMPREHENSIVE SUMMARY\n\n### **\ud83d\udccb CASE OVERVIEW**\n- **Customer**: [Name and email from email data]\n- **Case Number**: [From case orchestrator]\n- **Request Type**: [From email data]\n- **Disputed Amount**: [From email data if applicable]\n- **Timeline**: [Any deadlines mentioned]\n\n### **\u2705 COMPLETED STEPS**\n- \u2705 Case [created/retrieved]: #[number] \n- \u2705 Customer identity verified: [email]\n- \u2705 Request classification completed: [type] with [confidence]%\n- \u2705 Sentiment analysis completed: [primary tone]\n- \u2705 Priority assessment: [priority level] based on [factors]\n\n### **\ud83c\udfaf RECOMMENDED ACTIONS**\n1. **Immediate Response**: [What to address first]\n2. **Tone Approach**: [How to approach based on sentiment]\n3. **Information Needed**: [What to provide customer]\n4. **Follow-up Requirements**: [Any additional steps needed]\n\n### **\ud83d\udccb TEMPLATE RECOMMENDATION DECISION**\nChoose ONE of these three values:\n\n**\"resolved\"** - Choose when:\n- Simple information request that can be answered immediately\n- Standard account service (balance, statements)\n- Request has clear, available solution\n\n**\"followup\"** - Choose when:\n- ATM/deposit issues requiring investigation\n- Dispute cases needing research\n- Complex requests requiring multiple steps\n- Need additional information from customer\n\n**\"rejected\"** - Choose when:\n- Request violates policy/regulations\n- Insufficient authorization\n- Outside bank\u0027s service scope\n\n### **\ud83d\udd0d KEY INSIGHTS FROM ANALYSIS**\n- **Classification Results**: [Priority/Category with justification]\n- **Sentiment Analysis**: [Emotional state and approach needed] \n- **Business Impact**: [Risk level and considerations]\n\n## UPDATE CASE RECORD\nUse update_case MCP tool with extracted case number and these fields:\n- ai_summary_content: [Complete formatted summary]\n- priority: [From classification]\n- request_type: [From classification/email data]\n- recommended_template: [REQUIRED - resolved/followup/rejected]\n- disputed_amount: [From email data if applicable]\n\n## COMPLETION SIGNAL\nEnd with: \"SUMMARY_PHASE_COMPLETED - Case #[number] analyzed. Template: [type]. Priority: [level].\"\n"
},
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"output": "I\u0027ll create a comprehensive case summary using all the provided analysis data and update the case record. However, I notice there\u0027s an issue with the Case Status information - it indicates there was an error while attempting to process the case using MCP tools. This means we don\u0027t have a case number to update.\n\nLet me first analyze all the available information to create a comprehensive summary:\n\n### **\ud83d\udccb CASE OVERVIEW**\n- **Customer**: Jane Smith (jane.smith@example.com)\n- **Case Number**: [Not available due to case creation error]\n- **Request Type**: Resolve ATM deposit issue\n- **Disputed Amount**: $1,577.83\n- **Timeline**: Customer needs resolution ASAP; incident occurred yesterday around 4pm\n\n### **\u2705 COMPLETED STEPS**\n- \u274c Case creation encountered an error\n- \u2705 Customer identity verified: jane.smith@example.com\n- \u2705 Request classification completed: Account Services (ATM Issues, Deposit Problems) with 95% confidence\n- \u2705 Sentiment analysis completed: Frustrated (primary tone)\n- \u2705 Priority assessment: High priority based on financial impact and urgency\n\n### **\ud83c\udfaf RECOMMENDED ACTIONS**\n1. **Immediate Response**: Acknowledge the issue and assure customer that their deposit will be investigated\n2. **Tone Approach**: Empathetic and solution-focused to address customer\u0027s frustration\n3. **Information Needed**: Provide timeline for investigation and temporary credit consideration\n4. **Follow-up Requirements**: Check ATM logs for the specific time and verify check deposit\n\n### **\ud83d\udccb TEMPLATE RECOMMENDATION DECISION**\n**\"followup\"** - This case requires:\n- ATM/deposit issue investigation\n- Verification of check deposit\n- Multiple steps to resolve the issue\n- Coordination with branch staff to check ATM logs\n\n### **\ud83d\udd0d KEY INSIGHTS FROM ANALYSIS**\n- **Classification Results**: High Priority/Account Services with 95% confidence due to significant amount ($1,577.83) and immediate financial impact\n- **Sentiment Analysis**: Customer is frustrated (score -0.6) and requires empathetic handling\n- **Business Impact**: Medium risk level due to significant amount and potential for customer dissatisfaction\n\nUnfortunately, I cannot update the case record using the MCP tool because the case creation encountered an error, and we don\u0027t have a case number to reference. The Case Status information indicates: \"There was an error while attempting to process the case using the MCP tools. The tools for searching existing cases by email and creating a new case both encountered unhandled errors.\"\n\nWithout a valid case number, I cannot proceed with the update_case MCP tool. I recommend first resolving the case creation issue to obtain a valid case number, and then updating the case with this comprehensive summary.\n\nIf you can provide a valid case number or if there\u0027s an alternative approach you\u0027d like me to take, please let me know.\n__OUTPUTS__ {\"ai_response\": \"I\u0027ll create a comprehensive case summary using all the provided analysis data and update the case record. However, I notice there\u0027s an issue with the Case Status information - it indicates there was an error while attempting to process the case using MCP tools. This means we don\u0027t have a case number to update.\\n\\nLet me first analyze all the available information to create a comprehensive summary:\\n\\n### **\\ud83d\\udccb CASE OVERVIEW**\\n- **Customer**: Jane Smith (jane.smith@example.com)\\n- **Case Number**: [Not available due to case creation error]\\n- **Request Type**: Resolve ATM deposit issue\\n- **Disputed Amount**: $1,577.83\\n- **Timeline**: Customer needs resolution ASAP; incident occurred yesterday around 4pm\\n\\n### **\\u2705 COMPLETED STEPS**\\n- \\u274c Case creation encountered an error\\n- \\u2705 Customer identity verified: jane.smith@example.com\\n- \\u2705 Request classification completed: Account Services (ATM Issues, Deposit Problems) with 95% confidence\\n- \\u2705 Sentiment analysis completed: Frustrated (primary tone)\\n- \\u2705 Priority assessment: High priority based on financial impact and urgency\\n\\n### **\\ud83c\\udfaf RECOMMENDED ACTIONS**\\n1. **Immediate Response**: Acknowledge the issue and assure customer that their deposit will be investigated\\n2. **Tone Approach**: Empathetic and solution-focused to address customer\u0027s frustration\\n3. **Information Needed**: Provide timeline for investigation and temporary credit consideration\\n4. **Follow-up Requirements**: Check ATM logs for the specific time and verify check deposit\\n\\n### **\\ud83d\\udccb TEMPLATE RECOMMENDATION DECISION**\\n**\\\"followup\\\"** - This case requires:\\n- ATM/deposit issue investigation\\n- Verification of check deposit\\n- Multiple steps to resolve the issue\\n- Coordination with branch staff to check ATM logs\\n\\n### **\\ud83d\\udd0d KEY INSIGHTS FROM ANALYSIS**\\n- **Classification Results**: High Priority/Account Services with 95% confidence due to significant amount ($1,577.83) and immediate financial impact\\n- **Sentiment Analysis**: Customer is frustrated (score -0.6) and requires empathetic handling\\n- **Business Impact**: Medium risk level due to significant amount and potential for customer dissatisfaction\\n\\nUnfortunately, I cannot update the case record using the MCP tool because the case creation encountered an error, and we don\u0027t have a case number to reference. The Case Status information indicates: \\\"There was an error while attempting to process the case using the MCP tools. The tools for searching existing cases by email and creating a new case both encountered unhandled errors.\\\"\\n\\nWithout a valid case number, I cannot proceed with the update_case MCP tool. I recommend first resolving the case creation issue to obtain a valid case number, and then updating the case with this comprehensive summary.\\n\\nIf you can provide a valid case number or if there\u0027s an alternative approach you\u0027d like me to take, please let me know.\", \"model_client_id\": \"openrouter_claude_sonnet\", \"agent_type\": \"assistant\", \"model\": \"anthropic/claude-3.7-sonnet\", \"provider\": \"openrouter\", \"status\": \"completed\", \"token_usage\": {\"prompt_tokens\": 2371, \"completion_tokens\": 658, \"total_tokens\": 3029, \"estimated_cost\": {\"amount\": 0.11061, \"currency\": \"USD\"}, \"model\": \"anthropic/claude-3.7-sonnet\", \"provider\": \"openrouter\"}}",
"output_format": "text",
"return_code": 0,
"status": "completed",
"stderr": "",
"token_usage": {
"completion_tokens": 658,
"estimated_cost": {
"amount": 0.11061,
"currency": "USD"
},
"model": "anthropic/claude-3.7-sonnet",
"prompt_tokens": 2371,
"provider": "openrouter",
"total_tokens": 3029
}
},
"duration_seconds": 14.114867,
"end_time": "2025-08-08T12:05:39.067523",
"message_sent": true,
"start_time": "2025-08-08T12:05:24.952656",
"timestamp": "2025-08-08T12:05:39.067523",
"worker_executed": true,
"workers_notified": true
},
"model": "anthropic/claude-3.7-sonnet",
"model_client_id": "openrouter_claude_sonnet",
"output": "I\u0027ll create a comprehensive case summary using all the provided analysis data and update the case record. However, I notice there\u0027s an issue with the Case Status information - it indicates there was an error while attempting to process the case using MCP tools. This means we don\u0027t have a case number to update.\n\nLet me first analyze all the available information to create a comprehensive summary:\n\n### **\ud83d\udccb CASE OVERVIEW**\n- **Customer**: Jane Smith (jane.smith@example.com)\n- **Case Number**: [Not available due to case creation error]\n- **Request Type**: Resolve ATM deposit issue\n- **Disputed Amount**: $1,577.83\n- **Timeline**: Customer needs resolution ASAP; incident occurred yesterday around 4pm\n\n### **\u2705 COMPLETED STEPS**\n- \u274c Case creation encountered an error\n- \u2705 Customer identity verified: jane.smith@example.com\n- \u2705 Request classification completed: Account Services (ATM Issues, Deposit Problems) with 95% confidence\n- \u2705 Sentiment analysis completed: Frustrated (primary tone)\n- \u2705 Priority assessment: High priority based on financial impact and urgency\n\n### **\ud83c\udfaf RECOMMENDED ACTIONS**\n1. **Immediate Response**: Acknowledge the issue and assure customer that their deposit will be investigated\n2. **Tone Approach**: Empathetic and solution-focused to address customer\u0027s frustration\n3. **Information Needed**: Provide timeline for investigation and temporary credit consideration\n4. **Follow-up Requirements**: Check ATM logs for the specific time and verify check deposit\n\n### **\ud83d\udccb TEMPLATE RECOMMENDATION DECISION**\n**\"followup\"** - This case requires:\n- ATM/deposit issue investigation\n- Verification of check deposit\n- Multiple steps to resolve the issue\n- Coordination with branch staff to check ATM logs\n\n### **\ud83d\udd0d KEY INSIGHTS FROM ANALYSIS**\n- **Classification Results**: High Priority/Account Services with 95% confidence due to significant amount ($1,577.83) and immediate financial impact\n- **Sentiment Analysis**: Customer is frustrated (score -0.6) and requires empathetic handling\n- **Business Impact**: Medium risk level due to significant amount and potential for customer dissatisfaction\n\nUnfortunately, I cannot update the case record using the MCP tool because the case creation encountered an error, and we don\u0027t have a case number to reference. The Case Status information indicates: \"There was an error while attempting to process the case using the MCP tools. The tools for searching existing cases by email and creating a new case both encountered unhandled errors.\"\n\nWithout a valid case number, I cannot proceed with the update_case MCP tool. I recommend first resolving the case creation issue to obtain a valid case number, and then updating the case with this comprehensive summary.\n\nIf you can provide a valid case number or if there\u0027s an alternative approach you\u0027d like me to take, please let me know.\n__OUTPUTS__ {\"ai_response\": \"I\u0027ll create a comprehensive case summary using all the provided analysis data and update the case record. However, I notice there\u0027s an issue with the Case Status information - it indicates there was an error while attempting to process the case using MCP tools. This means we don\u0027t have a case number to update.\\n\\nLet me first analyze all the available information to create a comprehensive summary:\\n\\n### **\\ud83d\\udccb CASE OVERVIEW**\\n- **Customer**: Jane Smith (jane.smith@example.com)\\n- **Case Number**: [Not available due to case creation error]\\n- **Request Type**: Resolve ATM deposit issue\\n- **Disputed Amount**: $1,577.83\\n- **Timeline**: Customer needs resolution ASAP; incident occurred yesterday around 4pm\\n\\n### **\\u2705 COMPLETED STEPS**\\n- \\u274c Case creation encountered an error\\n- \\u2705 Customer identity verified: jane.smith@example.com\\n- \\u2705 Request classification completed: Account Services (ATM Issues, Deposit Problems) with 95% confidence\\n- \\u2705 Sentiment analysis completed: Frustrated (primary tone)\\n- \\u2705 Priority assessment: High priority based on financial impact and urgency\\n\\n### **\\ud83c\\udfaf RECOMMENDED ACTIONS**\\n1. **Immediate Response**: Acknowledge the issue and assure customer that their deposit will be investigated\\n2. **Tone Approach**: Empathetic and solution-focused to address customer\u0027s frustration\\n3. **Information Needed**: Provide timeline for investigation and temporary credit consideration\\n4. **Follow-up Requirements**: Check ATM logs for the specific time and verify check deposit\\n\\n### **\\ud83d\\udccb TEMPLATE RECOMMENDATION DECISION**\\n**\\\"followup\\\"** - This case requires:\\n- ATM/deposit issue investigation\\n- Verification of check deposit\\n- Multiple steps to resolve the issue\\n- Coordination with branch staff to check ATM logs\\n\\n### **\\ud83d\\udd0d KEY INSIGHTS FROM ANALYSIS**\\n- **Classification Results**: High Priority/Account Services with 95% confidence due to significant amount ($1,577.83) and immediate financial impact\\n- **Sentiment Analysis**: Customer is frustrated (score -0.6) and requires empathetic handling\\n- **Business Impact**: Medium risk level due to significant amount and potential for customer dissatisfaction\\n\\nUnfortunately, I cannot update the case record using the MCP tool because the case creation encountered an error, and we don\u0027t have a case number to reference. The Case Status information indicates: \\\"There was an error while attempting to process the case using the MCP tools. The tools for searching existing cases by email and creating a new case both encountered unhandled errors.\\\"\\n\\nWithout a valid case number, I cannot proceed with the update_case MCP tool. I recommend first resolving the case creation issue to obtain a valid case number, and then updating the case with this comprehensive summary.\\n\\nIf you can provide a valid case number or if there\u0027s an alternative approach you\u0027d like me to take, please let me know.\", \"model_client_id\": \"openrouter_claude_sonnet\", \"agent_type\": \"assistant\", \"model\": \"anthropic/claude-3.7-sonnet\", \"provider\": \"openrouter\", \"status\": \"completed\", \"token_usage\": {\"prompt_tokens\": 2371, \"completion_tokens\": 658, \"total_tokens\": 3029, \"estimated_cost\": {\"amount\": 0.11061, \"currency\": \"USD\"}, \"model\": \"anthropic/claude-3.7-sonnet\", \"provider\": \"openrouter\"}}",
"provider": "openrouter",
"return_code": 0,
"status": "completed",
"stderr": "",
"task_id": "summary_agent",
"token_usage": {
"completion_tokens": 658,
"estimated_cost": {
"amount": 0.11061,
"currency": "USD"
},
"model": "anthropic/claude-3.7-sonnet",
"prompt_tokens": 2371,
"provider": "openrouter",
"total_tokens": 3029
}
},
"template_creator": {
"agent_type": "assistant",
"ai_response": "I need to create email templates using MCP tools, but I notice that several key variables are unresolved in your request. To properly create templates, I need the actual data from:\n\n1. Template router agent (for category and intent)\n2. Summary agent (for classification, sentiment, and template recommendation)\n3. Email data extraction (for customer details)\n\nWithout these resolved variables, I cannot accurately create the templates. Could you please provide the actual data from these sources? Once I have this information, I can use the insert_email_templates MCP tool to build comprehensive templates for all three response types (resolved, followup, and rejected).",
"execution_details": {
"actual_result": {
"agent_type": "assistant",
"execution_details": {
"agent_type": "assistant",
"input_length": 421,
"model": "anthropic/claude-3.7-sonnet",
"output_length": 670,
"provider": "openrouter",
"system_message": "You are the Template Creation Agent that builds new email templates using MCP tools.\n\n## YOUR TASK\nFrom template router: ${template_router_agent}\nFrom case data: ${summary_agent} and ${extract_email_data}\n\n## EXTRACT INFORMATION\n- Category and intent from template router\n- Customer details from email data\n- Classification and sentiment from summary\n- Template recommendation from summary\n\n## TEAM SIGNATURE SELECTION\nBased on category:\n- \"Account Services\" \u2192 \"\u003cp\u003eBest Regards,\u003c/p\u003e\u003cp\u003eAccount Services Team\u003c/p\u003e\u003cp\u003eNationwide/ XYZ Bank\u003c/p\u003e\"\n- \"Loan Query\" \u2192 \"\u003cp\u003eBest Regards,\u003c/p\u003e\u003cp\u003eLoan Services Team\u003c/p\u003e\u003cp\u003eNationwide/ XYZ Bank\u003c/p\u003e\"\n- \"Fraud\" \u2192 \"\u003cp\u003eBest Regards,\u003c/p\u003e\u003cp\u003eSecurity Team\u003c/p\u003e\u003cp\u003eNationwide/ XYZ Bank\u003c/p\u003e\" \n- \"Dispute\" \u2192 \"\u003cp\u003eBest Regards,\u003c/p\u003e\u003cp\u003eCustomer Resolution Team\u003c/p\u003e\u003cp\u003eNationwide/ XYZ Bank\u003c/p\u003e\"\n- \"Billing Issue\" \u2192 \"\u003cp\u003eBest Regards,\u003c/p\u003e\u003cp\u003eBilling Support Team\u003c/p\u003e\u003cp\u003eNationwide/ XYZ Bank\u003c/p\u003e\"\n- \"General Query\" \u2192 \"\u003cp\u003eBest Regards,\u003c/p\u003e\u003cp\u003eCustomer Support Team\u003c/p\u003e\u003cp\u003eNationwide/ XYZ Bank\u003c/p\u003e\"\n\n## CREATE TEMPLATE CONTENT\nBuild templates with appropriate tone:\n- **Professional** for neutral/positive sentiment\n- **Empathetic** for frustrated/concerned customers\n- **Urgent** for high-priority/security issues\n\nTemplate Requirements:\n- HTML formatting with \u003cp\u003e tags\n- Placeholders: [Customer Name], [Case Number], [Specific Details], etc.\n- Professional banking language\n- Clear next steps and contact information\n- Compliance-appropriate content\n\n## TEMPLATE CONTENT GUIDELINES\n\n**Resolved Status:**\n- Confirmation that issue has been resolved\n- Specific details of resolution action taken\n- Timeline for completion/reflection in account\n- Verification instructions for customer\n- Contact for additional questions\n\n**Followup Status:** \n- Acknowledgment of customer request\n- Current status of investigation/processing\n- Expected timeline for resolution\n- Steps being taken by bank\n- Appreciation for customer patience\n\n**Rejected Status:**\n- Clear but empathetic explanation of rejection\n- Specific reasons for inability to fulfill\n- Alternative solutions or recommendations\n- Appeal process if applicable\n- Maintain positive customer relationship\n\n## STORE TEMPLATES USING MCP TOOL\nUse insert_email_templates MCP tool:\n- case_number: [extracted case number]\n- recommended_template: [from summary - resolved/followup/rejected]\n- name: [descriptive name like \"ATM Deposit Issue Response\"]\n- category: [mapped category]\n- intent: [customer specific intent]\n- tone: [determined based on sentiment]\n- signature: [selected team signature]\n- resolved_template: {\"subject\": \"Case [Case Number] - Issue Resolved\", \"body\": \"\u003cp\u003eDear [Customer Name],\u003c/p\u003e\u003cp\u003eYour issue has been resolved...\u003c/p\u003e\"}\n- followup_template: {\"subject\": \"Case [Case Number] - Status Update\", \"body\": \"\u003cp\u003eDear [Customer Name],\u003c/p\u003e\u003cp\u003eWe are working on your request...\u003c/p\u003e\"}\n- rejected_template: {\"subject\": \"Case [Case Number] - Request Information\", \"body\": \"\u003cp\u003eDear [Customer Name],\u003c/p\u003e\u003cp\u003eRegarding your request...\u003c/p\u003e\"}\n\n**IMPORTANT:** Store templates with placeholders, NOT actual customer data.\n\n## COMPLETION SIGNAL\n\"WORKFLOW_COMPLETED - New templates created and case #[number] updated. Templates require approval before use.\"\n"
},
"input_format": "text",
"model_client_id": "openrouter_claude_sonnet",
"output": "I need to create email templates using MCP tools, but I notice that several key variables are unresolved in your request. To properly create templates, I need the actual data from:\n\n1. Template router agent (for category and intent)\n2. Summary agent (for classification, sentiment, and template recommendation)\n3. Email data extraction (for customer details)\n\nWithout these resolved variables, I cannot accurately create the templates. Could you please provide the actual data from these sources? Once I have this information, I can use the insert_email_templates MCP tool to build comprehensive templates for all three response types (resolved, followup, and rejected).\n__OUTPUTS__ {\"ai_response\": \"I need to create email templates using MCP tools, but I notice that several key variables are unresolved in your request. To properly create templates, I need the actual data from:\\n\\n1. Template router agent (for category and intent)\\n2. Summary agent (for classification, sentiment, and template recommendation)\\n3. Email data extraction (for customer details)\\n\\nWithout these resolved variables, I cannot accurately create the templates. Could you please provide the actual data from these sources? Once I have this information, I can use the insert_email_templates MCP tool to build comprehensive templates for all three response types (resolved, followup, and rejected).\", \"model_client_id\": \"openrouter_claude_sonnet\", \"agent_type\": \"assistant\", \"model\": \"anthropic/claude-3.7-sonnet\", \"provider\": \"openrouter\", \"status\": \"completed\", \"token_usage\": {\"prompt_tokens\": 1766, \"completion_tokens\": 139, \"total_tokens\": 1905, \"estimated_cost\": {\"amount\": 0.06132, \"currency\": \"USD\"}, \"model\": \"anthropic/claude-3.7-sonnet\", \"provider\": \"openrouter\"}}",
"output_format": "text",
"return_code": 0,
"status": "completed",
"stderr": "",
"token_usage": {
"completion_tokens": 139,
"estimated_cost": {
"amount": 0.06132,
"currency": "USD"
},
"model": "anthropic/claude-3.7-sonnet",
"prompt_tokens": 1766,
"provider": "openrouter",
"total_tokens": 1905
}
},
"duration_seconds": 6.895367,
"end_time": "2025-08-08T12:06:07.391231",
"message_sent": true,
"start_time": "2025-08-08T12:06:00.495864",
"timestamp": "2025-08-08T12:06:07.391231",
"worker_executed": true,
"workers_notified": true
},
"model": "anthropic/claude-3.7-sonnet",
"model_client_id": "openrouter_claude_sonnet",
"output": "I need to create email templates using MCP tools, but I notice that several key variables are unresolved in your request. To properly create templates, I need the actual data from:\n\n1. Template router agent (for category and intent)\n2. Summary agent (for classification, sentiment, and template recommendation)\n3. Email data extraction (for customer details)\n\nWithout these resolved variables, I cannot accurately create the templates. Could you please provide the actual data from these sources? Once I have this information, I can use the insert_email_templates MCP tool to build comprehensive templates for all three response types (resolved, followup, and rejected).\n__OUTPUTS__ {\"ai_response\": \"I need to create email templates using MCP tools, but I notice that several key variables are unresolved in your request. To properly create templates, I need the actual data from:\\n\\n1. Template router agent (for category and intent)\\n2. Summary agent (for classification, sentiment, and template recommendation)\\n3. Email data extraction (for customer details)\\n\\nWithout these resolved variables, I cannot accurately create the templates. Could you please provide the actual data from these sources? Once I have this information, I can use the insert_email_templates MCP tool to build comprehensive templates for all three response types (resolved, followup, and rejected).\", \"model_client_id\": \"openrouter_claude_sonnet\", \"agent_type\": \"assistant\", \"model\": \"anthropic/claude-3.7-sonnet\", \"provider\": \"openrouter\", \"status\": \"completed\", \"token_usage\": {\"prompt_tokens\": 1766, \"completion_tokens\": 139, \"total_tokens\": 1905, \"estimated_cost\": {\"amount\": 0.06132, \"currency\": \"USD\"}, \"model\": \"anthropic/claude-3.7-sonnet\", \"provider\": \"openrouter\"}}",
"provider": "openrouter",
"return_code": 0,
"status": "completed",
"stderr": "",
"task_id": "template_creator",
"token_usage": {
"completion_tokens": 139,
"estimated_cost": {
"amount": 0.06132,
"currency": "USD"
},
"model": "anthropic/claude-3.7-sonnet",
"prompt_tokens": 1766,
"provider": "openrouter",
"total_tokens": 1905
}
},
"template_router_agent": {
"agent_type": "assistant",
"ai_response": "# Template Routing Decision\n\nNO_TEMPLATES_FOUND - Category: Account Services, Intent: Resolve ATM deposit issue for case #[Not available]. Need to create new templates.\n\n## Analysis Details:\n1. I attempted to search for templates using the MCP tool with three different query strategies:\n - First attempt: Full intent \"Resolve ATM deposit issue\" with category \"Account Services\"\n - Second attempt: Simplified intent \"ATM deposit issue\" with category \"Account Services\"\n - Third attempt: Category \"Account Services\" only without intent specification\n\n2. All three attempts encountered errors with the template-server deployment.\n\n3. Key case information:\n - Customer: Jane Smith (jane.smith@example.com)\n - Classification: Account Services (ATM Issues, Deposit Problems) with 95% confidence\n - Issue: Missing ATM deposit of $1,577.83\n - Priority: High priority case requiring followup\n - Sentiment: Customer is frustrated (score -0.6)\n\n4. Since no templates could be retrieved due to technical errors, and no case number is available, a new template will need to be created for this Account Services ATM deposit issue scenario.",
"execution_details": {
"actual_result": {
"agent_type": "assistant",
"execution_details": {
"agent_type": "assistant",
"input_length": 3662,
"model": "anthropic/claude-3.7-sonnet",
"output_length": 1142,
"provider": "openrouter",
"system_message": "You are the Template Router Agent responsible for PHASE 3: Response Creation.\n\n## YOUR SINGLE RESPONSIBILITY\nFind or determine need for email templates and route to appropriate handler.\n\n## PROCESS\n\n**Step 1: Extract Key Information**\nFrom summary agent output, identify:\n- Case number\n- Classification category and tags\n- Customer intent/request\n- Recommended template type (resolved/followup/rejected)\n- Customer details\n\n**Step 2: Map to Standard Categories**\nConvert classification to MCP template categories:\n- \"Fraud Alert/Report\" \u2192 \"Fraud\"\n- \"Account Services\" \u2192 \"Account Services\"\n- \"Technical Support\" \u2192 \"Account Services\"\n- \"Loan Related\" \u2192 \"Loan Query\"\n- \"Dispute Related\" \u2192 \"Dispute\"\n- \"General Inquiry\" \u2192 \"General Query\"\n\n**Step 3: Template Search (3 Attempts)**\nUse get_email_templates MCP tool:\n1. Try: {\"category\": \"[mapped]\", \"intent\": \"[full intent]\", \"limit\": 5, \"include_templates\": true}\n2. If no results: {\"category\": \"[mapped]\", \"intent\": \"[simplified keywords]\", \"limit\": 5, \"include_templates\": true}\n3. If still none: {\"category\": \"[mapped]\", \"limit\": 5, \"include_templates\": true}\n\n**Step 4: Evaluate Results**\nFor each template found:\n- Check \u0027name\u0027 and \u0027intent\u0027 fields for relevance (80%+ match needed)\n- Prefer approved templates (is_approval=true)\n- Select best matching template\n\n**Step 5: Route Decision**\nOutput ONE of these routing decisions:\n\n**If good templates found (80%+ match):**\n\"TEMPLATES_FOUND - Template ID: [template_id] matches [intent] with [confidence]% similarity for case #[number]. Ready for personalization.\"\n\n**If no suitable templates:**\n\"NO_TEMPLATES_FOUND - Category: [category], Intent: [intent] for case #[number]. Need to create new templates.\"\n\n## TEMPLATE EVALUATION\nConsider templates suitable if:\n- Category matches exactly\n- Intent similarity \u226580% (semantic matching)\n- Template quality (proper structure)\n- Customer need alignment\n"
},
"input_format": "text",
"model_client_id": "openrouter_claude_sonnet",
"output": "# Template Routing Decision\n\nNO_TEMPLATES_FOUND - Category: Account Services, Intent: Resolve ATM deposit issue for case #[Not available]. Need to create new templates.\n\n## Analysis Details:\n1. I attempted to search for templates using the MCP tool with three different query strategies:\n - First attempt: Full intent \"Resolve ATM deposit issue\" with category \"Account Services\"\n - Second attempt: Simplified intent \"ATM deposit issue\" with category \"Account Services\"\n - Third attempt: Category \"Account Services\" only without intent specification\n\n2. All three attempts encountered errors with the template-server deployment.\n\n3. Key case information:\n - Customer: Jane Smith (jane.smith@example.com)\n - Classification: Account Services (ATM Issues, Deposit Problems) with 95% confidence\n - Issue: Missing ATM deposit of $1,577.83\n - Priority: High priority case requiring followup\n - Sentiment: Customer is frustrated (score -0.6)\n\n4. Since no templates could be retrieved due to technical errors, and no case number is available, a new template will need to be created for this Account Services ATM deposit issue scenario.\n__OUTPUTS__ {\"ai_response\": \"# Template Routing Decision\\n\\nNO_TEMPLATES_FOUND - Category: Account Services, Intent: Resolve ATM deposit issue for case #[Not available]. Need to create new templates.\\n\\n## Analysis Details:\\n1. I attempted to search for templates using the MCP tool with three different query strategies:\\n - First attempt: Full intent \\\"Resolve ATM deposit issue\\\" with category \\\"Account Services\\\"\\n - Second attempt: Simplified intent \\\"ATM deposit issue\\\" with category \\\"Account Services\\\"\\n - Third attempt: Category \\\"Account Services\\\" only without intent specification\\n\\n2. All three attempts encountered errors with the template-server deployment.\\n\\n3. Key case information:\\n - Customer: Jane Smith (jane.smith@example.com)\\n - Classification: Account Services (ATM Issues, Deposit Problems) with 95% confidence\\n - Issue: Missing ATM deposit of $1,577.83\\n - Priority: High priority case requiring followup\\n - Sentiment: Customer is frustrated (score -0.6)\\n\\n4. Since no templates could be retrieved due to technical errors, and no case number is available, a new template will need to be created for this Account Services ATM deposit issue scenario.\", \"model_client_id\": \"openrouter_claude_sonnet\", \"agent_type\": \"assistant\", \"model\": \"anthropic/claude-3.7-sonnet\", \"provider\": \"openrouter\", \"status\": \"completed\", \"token_usage\": {\"prompt_tokens\": 10447, \"completion_tokens\": 825, \"total_tokens\": 11272, \"estimated_cost\": {\"amount\": 0.36291, \"currency\": \"USD\"}, \"model\": \"anthropic/claude-3.7-sonnet\", \"provider\": \"openrouter\"}}",
"output_format": "text",
"return_code": 0,
"status": "completed",
"stderr": "",
"token_usage": {
"completion_tokens": 825,
"estimated_cost": {
"amount": 0.36291,
"currency": "USD"
},
"model": "anthropic/claude-3.7-sonnet",
"prompt_tokens": 10447,
"provider": "openrouter",
"total_tokens": 11272
}
},
"duration_seconds": 21.032761,
"end_time": "2025-08-08T12:06:00.130550",
"message_sent": true,
"start_time": "2025-08-08T12:05:39.097789",
"timestamp": "2025-08-08T12:06:00.130550",
"worker_executed": true,
"workers_notified": true
},
"model": "anthropic/claude-3.7-sonnet",
"model_client_id": "openrouter_claude_sonnet",
"output": "# Template Routing Decision\n\nNO_TEMPLATES_FOUND - Category: Account Services, Intent: Resolve ATM deposit issue for case #[Not available]. Need to create new templates.\n\n## Analysis Details:\n1. I attempted to search for templates using the MCP tool with three different query strategies:\n - First attempt: Full intent \"Resolve ATM deposit issue\" with category \"Account Services\"\n - Second attempt: Simplified intent \"ATM deposit issue\" with category \"Account Services\"\n - Third attempt: Category \"Account Services\" only without intent specification\n\n2. All three attempts encountered errors with the template-server deployment.\n\n3. Key case information:\n - Customer: Jane Smith (jane.smith@example.com)\n - Classification: Account Services (ATM Issues, Deposit Problems) with 95% confidence\n - Issue: Missing ATM deposit of $1,577.83\n - Priority: High priority case requiring followup\n - Sentiment: Customer is frustrated (score -0.6)\n\n4. Since no templates could be retrieved due to technical errors, and no case number is available, a new template will need to be created for this Account Services ATM deposit issue scenario.\n__OUTPUTS__ {\"ai_response\": \"# Template Routing Decision\\n\\nNO_TEMPLATES_FOUND - Category: Account Services, Intent: Resolve ATM deposit issue for case #[Not available]. Need to create new templates.\\n\\n## Analysis Details:\\n1. I attempted to search for templates using the MCP tool with three different query strategies:\\n - First attempt: Full intent \\\"Resolve ATM deposit issue\\\" with category \\\"Account Services\\\"\\n - Second attempt: Simplified intent \\\"ATM deposit issue\\\" with category \\\"Account Services\\\"\\n - Third attempt: Category \\\"Account Services\\\" only without intent specification\\n\\n2. All three attempts encountered errors with the template-server deployment.\\n\\n3. Key case information:\\n - Customer: Jane Smith (jane.smith@example.com)\\n - Classification: Account Services (ATM Issues, Deposit Problems) with 95% confidence\\n - Issue: Missing ATM deposit of $1,577.83\\n - Priority: High priority case requiring followup\\n - Sentiment: Customer is frustrated (score -0.6)\\n\\n4. Since no templates could be retrieved due to technical errors, and no case number is available, a new template will need to be created for this Account Services ATM deposit issue scenario.\", \"model_client_id\": \"openrouter_claude_sonnet\", \"agent_type\": \"assistant\", \"model\": \"anthropic/claude-3.7-sonnet\", \"provider\": \"openrouter\", \"status\": \"completed\", \"token_usage\": {\"prompt_tokens\": 10447, \"completion_tokens\": 825, \"total_tokens\": 11272, \"estimated_cost\": {\"amount\": 0.36291, \"currency\": \"USD\"}, \"model\": \"anthropic/claude-3.7-sonnet\", \"provider\": \"openrouter\"}}",
"provider": "openrouter",
"return_code": 0,
"status": "completed",
"stderr": "",
"task_id": "template_router_agent",
"token_usage": {
"completion_tokens": 825,
"estimated_cost": {
"amount": 0.36291,
"currency": "USD"
},
"model": "anthropic/claude-3.7-sonnet",
"prompt_tokens": 10447,
"provider": "openrouter",
"total_tokens": 11272
}
},
"workflow_completion": {
"execution_details": {
"actual_result": {
"output": "============================================================\nBANKING SUPPORT MCP WORKFLOW COMPLETED SUCCESSFULLY\n============================================================\nMCP Tools Used: 8\nDeployment ID: pod-pvvydkco\nTenant ID: 0572fa8d-d7c3-47db-9219-ef40b80d42b7\n============================================================\n{\n \"workflow_id\": \"banking_support_mcp_20250808_120607\",\n \"status\": \"COMPLETED_SUCCESSFULLY\",\n \"timestamp\": \"2025-08-08T12:06:07.689585\",\n \"mcp_tools_used\": [\n \"search_cases_by_email\",\n \"create_case\",\n \"get_case\",\n \"manage_duplicate_priority\",\n \"get_email_templates\",\n \"insert_email_templates\",\n \"update_email_content\",\n \"update_case\"\n ],\n \"phases_completed\": [\n \"email_parsing\",\n \"case_management\",\n \"classification\",\n \"sentiment_analysis\",\n \"case_summary\",\n \"template_processing\",\n \"response_generation\"\n ],\n \"summary\": \"Customer email processed using MCP tools successfully\"\n}\n__OUTPUTS__ {\"workflow_id\": \"banking_support_mcp_20250808_120607\", \"status\": \"COMPLETED_SUCCESSFULLY\", \"timestamp\": \"2025-08-08T12:06:07.689585\", \"mcp_tools_used\": [\"search_cases_by_email\", \"create_case\", \"get_case\", \"manage_duplicate_priority\", \"get_email_templates\", \"insert_email_templates\", \"update_email_content\", \"update_case\"], \"phases_completed\": [\"email_parsing\", \"case_management\", \"classification\", \"sentiment_analysis\", \"case_summary\", \"template_processing\", \"response_generation\"], \"summary\": \"Customer email processed using MCP tools successfully\"}\n",
"return_code": 0,
"status": "completed",
"stderr": ""
},
"duration_seconds": 0.321802,
"end_time": "2025-08-08T12:06:07.783295",
"message_sent": true,
"start_time": "2025-08-08T12:06:07.461493",
"timestamp": "2025-08-08T12:06:07.783295",
"worker_executed": true,
"workers_notified": true
},
"mcp_tools_used": [
"search_cases_by_email",
"create_case",
"get_case",
"manage_duplicate_priority",
"get_email_templates",
"insert_email_templates",
"update_email_content",
"update_case"
],
"output": "============================================================\nBANKING SUPPORT MCP WORKFLOW COMPLETED SUCCESSFULLY\n============================================================\nMCP Tools Used: 8\nDeployment ID: pod-pvvydkco\nTenant ID: 0572fa8d-d7c3-47db-9219-ef40b80d42b7\n============================================================\n{\n \"workflow_id\": \"banking_support_mcp_20250808_120607\",\n \"status\": \"COMPLETED_SUCCESSFULLY\",\n \"timestamp\": \"2025-08-08T12:06:07.689585\",\n \"mcp_tools_used\": [\n \"search_cases_by_email\",\n \"create_case\",\n \"get_case\",\n \"manage_duplicate_priority\",\n \"get_email_templates\",\n \"insert_email_templates\",\n \"update_email_content\",\n \"update_case\"\n ],\n \"phases_completed\": [\n \"email_parsing\",\n \"case_management\",\n \"classification\",\n \"sentiment_analysis\",\n \"case_summary\",\n \"template_processing\",\n \"response_generation\"\n ],\n \"summary\": \"Customer email processed using MCP tools successfully\"\n}\n__OUTPUTS__ {\"workflow_id\": \"banking_support_mcp_20250808_120607\", \"status\": \"COMPLETED_SUCCESSFULLY\", \"timestamp\": \"2025-08-08T12:06:07.689585\", \"mcp_tools_used\": [\"search_cases_by_email\", \"create_case\", \"get_case\", \"manage_duplicate_priority\", \"get_email_templates\", \"insert_email_templates\", \"update_email_content\", \"update_case\"], \"phases_completed\": [\"email_parsing\", \"case_management\", \"classification\", \"sentiment_analysis\", \"case_summary\", \"template_processing\", \"response_generation\"], \"summary\": \"Customer email processed using MCP tools successfully\"}\n",
"phases_completed": [
"email_parsing",
"case_management",
"classification",
"sentiment_analysis",
"case_summary",
"template_processing",
"response_generation"
],
"return_code": 0,
"status": "completed",
"stderr": "",
"summary": "Customer email processed using MCP tools successfully",
"task_id": "workflow_completion",
"timestamp": "2025-08-08T12:06:07.689585",
"workflow_id": "banking_support_mcp_20250808_120607"
}
},
"template_creator": {
"agent_type": "assistant",
"ai_response": "I need to create email templates using MCP tools, but I notice that several key variables are unresolved in your request. To properly create templates, I need the actual data from:\n\n1. Template router agent (for category and intent)\n2. Summary agent (for classification, sentiment, and template recommendation)\n3. Email data extraction (for customer details)\n\nWithout these resolved variables, I cannot accurately create the templates. Could you please provide the actual data from these sources? Once I have this information, I can use the insert_email_templates MCP tool to build comprehensive templates for all three response types (resolved, followup, and rejected).",
"execution_details": {
"actual_result": {
"agent_type": "assistant",
"execution_details": {
"agent_type": "assistant",
"input_length": 421,
"model": "anthropic/claude-3.7-sonnet",
"output_length": 670,
"provider": "openrouter",
"system_message": "You are the Template Creation Agent that builds new email templates using MCP tools.\n\n## YOUR TASK\nFrom template router: ${template_router_agent}\nFrom case data: ${summary_agent} and ${extract_email_data}\n\n## EXTRACT INFORMATION\n- Category and intent from template router\n- Customer details from email data\n- Classification and sentiment from summary\n- Template recommendation from summary\n\n## TEAM SIGNATURE SELECTION\nBased on category:\n- \"Account Services\" \u2192 \"\u003cp\u003eBest Regards,\u003c/p\u003e\u003cp\u003eAccount Services Team\u003c/p\u003e\u003cp\u003eNationwide/ XYZ Bank\u003c/p\u003e\"\n- \"Loan Query\" \u2192 \"\u003cp\u003eBest Regards,\u003c/p\u003e\u003cp\u003eLoan Services Team\u003c/p\u003e\u003cp\u003eNationwide/ XYZ Bank\u003c/p\u003e\"\n- \"Fraud\" \u2192 \"\u003cp\u003eBest Regards,\u003c/p\u003e\u003cp\u003eSecurity Team\u003c/p\u003e\u003cp\u003eNationwide/ XYZ Bank\u003c/p\u003e\" \n- \"Dispute\" \u2192 \"\u003cp\u003eBest Regards,\u003c/p\u003e\u003cp\u003eCustomer Resolution Team\u003c/p\u003e\u003cp\u003eNationwide/ XYZ Bank\u003c/p\u003e\"\n- \"Billing Issue\" \u2192 \"\u003cp\u003eBest Regards,\u003c/p\u003e\u003cp\u003eBilling Support Team\u003c/p\u003e\u003cp\u003eNationwide/ XYZ Bank\u003c/p\u003e\"\n- \"General Query\" \u2192 \"\u003cp\u003eBest Regards,\u003c/p\u003e\u003cp\u003eCustomer Support Team\u003c/p\u003e\u003cp\u003eNationwide/ XYZ Bank\u003c/p\u003e\"\n\n## CREATE TEMPLATE CONTENT\nBuild templates with appropriate tone:\n- **Professional** for neutral/positive sentiment\n- **Empathetic** for frustrated/concerned customers\n- **Urgent** for high-priority/security issues\n\nTemplate Requirements:\n- HTML formatting with \u003cp\u003e tags\n- Placeholders: [Customer Name], [Case Number], [Specific Details], etc.\n- Professional banking language\n- Clear next steps and contact information\n- Compliance-appropriate content\n\n## TEMPLATE CONTENT GUIDELINES\n\n**Resolved Status:**\n- Confirmation that issue has been resolved\n- Specific details of resolution action taken\n- Timeline for completion/reflection in account\n- Verification instructions for customer\n- Contact for additional questions\n\n**Followup Status:** \n- Acknowledgment of customer request\n- Current status of investigation/processing\n- Expected timeline for resolution\n- Steps being taken by bank\n- Appreciation for customer patience\n\n**Rejected Status:**\n- Clear but empathetic explanation of rejection\n- Specific reasons for inability to fulfill\n- Alternative solutions or recommendations\n- Appeal process if applicable\n- Maintain positive customer relationship\n\n## STORE TEMPLATES USING MCP TOOL\nUse insert_email_templates MCP tool:\n- case_number: [extracted case number]\n- recommended_template: [from summary - resolved/followup/rejected]\n- name: [descriptive name like \"ATM Deposit Issue Response\"]\n- category: [mapped category]\n- intent: [customer specific intent]\n- tone: [determined based on sentiment]\n- signature: [selected team signature]\n- resolved_template: {\"subject\": \"Case [Case Number] - Issue Resolved\", \"body\": \"\u003cp\u003eDear [Customer Name],\u003c/p\u003e\u003cp\u003eYour issue has been resolved...\u003c/p\u003e\"}\n- followup_template: {\"subject\": \"Case [Case Number] - Status Update\", \"body\": \"\u003cp\u003eDear [Customer Name],\u003c/p\u003e\u003cp\u003eWe are working on your request...\u003c/p\u003e\"}\n- rejected_template: {\"subject\": \"Case [Case Number] - Request Information\", \"body\": \"\u003cp\u003eDear [Customer Name],\u003c/p\u003e\u003cp\u003eRegarding your request...\u003c/p\u003e\"}\n\n**IMPORTANT:** Store templates with placeholders, NOT actual customer data.\n\n## COMPLETION SIGNAL\n\"WORKFLOW_COMPLETED - New templates created and case #[number] updated. Templates require approval before use.\"\n"
},
"input_format": "text",
"model_client_id": "openrouter_claude_sonnet",
"output": "I need to create email templates using MCP tools, but I notice that several key variables are unresolved in your request. To properly create templates, I need the actual data from:\n\n1. Template router agent (for category and intent)\n2. Summary agent (for classification, sentiment, and template recommendation)\n3. Email data extraction (for customer details)\n\nWithout these resolved variables, I cannot accurately create the templates. Could you please provide the actual data from these sources? Once I have this information, I can use the insert_email_templates MCP tool to build comprehensive templates for all three response types (resolved, followup, and rejected).\n__OUTPUTS__ {\"ai_response\": \"I need to create email templates using MCP tools, but I notice that several key variables are unresolved in your request. To properly create templates, I need the actual data from:\\n\\n1. Template router agent (for category and intent)\\n2. Summary agent (for classification, sentiment, and template recommendation)\\n3. Email data extraction (for customer details)\\n\\nWithout these resolved variables, I cannot accurately create the templates. Could you please provide the actual data from these sources? Once I have this information, I can use the insert_email_templates MCP tool to build comprehensive templates for all three response types (resolved, followup, and rejected).\", \"model_client_id\": \"openrouter_claude_sonnet\", \"agent_type\": \"assistant\", \"model\": \"anthropic/claude-3.7-sonnet\", \"provider\": \"openrouter\", \"status\": \"completed\", \"token_usage\": {\"prompt_tokens\": 1766, \"completion_tokens\": 139, \"total_tokens\": 1905, \"estimated_cost\": {\"amount\": 0.06132, \"currency\": \"USD\"}, \"model\": \"anthropic/claude-3.7-sonnet\", \"provider\": \"openrouter\"}}",
"output_format": "text",
"return_code": 0,
"status": "completed",
"stderr": "",
"token_usage": {
"completion_tokens": 139,
"estimated_cost": {
"amount": 0.06132,
"currency": "USD"
},
"model": "anthropic/claude-3.7-sonnet",
"prompt_tokens": 1766,
"provider": "openrouter",
"total_tokens": 1905
}
},
"duration_seconds": 6.895367,
"end_time": "2025-08-08T12:06:07.391231",
"message_sent": true,
"start_time": "2025-08-08T12:06:00.495864",
"timestamp": "2025-08-08T12:06:07.391231",
"worker_executed": true,
"workers_notified": true
},
"model": "anthropic/claude-3.7-sonnet",
"model_client_id": "openrouter_claude_sonnet",
"output": "I need to create email templates using MCP tools, but I notice that several key variables are unresolved in your request. To properly create templates, I need the actual data from:\n\n1. Template router agent (for category and intent)\n2. Summary agent (for classification, sentiment, and template recommendation)\n3. Email data extraction (for customer details)\n\nWithout these resolved variables, I cannot accurately create the templates. Could you please provide the actual data from these sources? Once I have this information, I can use the insert_email_templates MCP tool to build comprehensive templates for all three response types (resolved, followup, and rejected).\n__OUTPUTS__ {\"ai_response\": \"I need to create email templates using MCP tools, but I notice that several key variables are unresolved in your request. To properly create templates, I need the actual data from:\\n\\n1. Template router agent (for category and intent)\\n2. Summary agent (for classification, sentiment, and template recommendation)\\n3. Email data extraction (for customer details)\\n\\nWithout these resolved variables, I cannot accurately create the templates. Could you please provide the actual data from these sources? Once I have this information, I can use the insert_email_templates MCP tool to build comprehensive templates for all three response types (resolved, followup, and rejected).\", \"model_client_id\": \"openrouter_claude_sonnet\", \"agent_type\": \"assistant\", \"model\": \"anthropic/claude-3.7-sonnet\", \"provider\": \"openrouter\", \"status\": \"completed\", \"token_usage\": {\"prompt_tokens\": 1766, \"completion_tokens\": 139, \"total_tokens\": 1905, \"estimated_cost\": {\"amount\": 0.06132, \"currency\": \"USD\"}, \"model\": \"anthropic/claude-3.7-sonnet\", \"provider\": \"openrouter\"}}",
"provider": "openrouter",
"return_code": 0,
"status": "completed",
"stderr": "",
"task_id": "template_creator",
"token_usage": {
"completion_tokens": 139,
"estimated_cost": {
"amount": 0.06132,
"currency": "USD"
},
"model": "anthropic/claude-3.7-sonnet",
"prompt_tokens": 1766,
"provider": "openrouter",
"total_tokens": 1905
}
},
"template_router_agent": {
"agent_type": "assistant",
"ai_response": "# Template Routing Decision\n\nNO_TEMPLATES_FOUND - Category: Account Services, Intent: Resolve ATM deposit issue for case #[Not available]. Need to create new templates.\n\n## Analysis Details:\n1. I attempted to search for templates using the MCP tool with three different query strategies:\n - First attempt: Full intent \"Resolve ATM deposit issue\" with category \"Account Services\"\n - Second attempt: Simplified intent \"ATM deposit issue\" with category \"Account Services\"\n - Third attempt: Category \"Account Services\" only without intent specification\n\n2. All three attempts encountered errors with the template-server deployment.\n\n3. Key case information:\n - Customer: Jane Smith (jane.smith@example.com)\n - Classification: Account Services (ATM Issues, Deposit Problems) with 95% confidence\n - Issue: Missing ATM deposit of $1,577.83\n - Priority: High priority case requiring followup\n - Sentiment: Customer is frustrated (score -0.6)\n\n4. Since no templates could be retrieved due to technical errors, and no case number is available, a new template will need to be created for this Account Services ATM deposit issue scenario.",
"execution_details": {
"actual_result": {
"agent_type": "assistant",
"execution_details": {
"agent_type": "assistant",
"input_length": 3662,
"model": "anthropic/claude-3.7-sonnet",
"output_length": 1142,
"provider": "openrouter",
"system_message": "You are the Template Router Agent responsible for PHASE 3: Response Creation.\n\n## YOUR SINGLE RESPONSIBILITY\nFind or determine need for email templates and route to appropriate handler.\n\n## PROCESS\n\n**Step 1: Extract Key Information**\nFrom summary agent output, identify:\n- Case number\n- Classification category and tags\n- Customer intent/request\n- Recommended template type (resolved/followup/rejected)\n- Customer details\n\n**Step 2: Map to Standard Categories**\nConvert classification to MCP template categories:\n- \"Fraud Alert/Report\" \u2192 \"Fraud\"\n- \"Account Services\" \u2192 \"Account Services\"\n- \"Technical Support\" \u2192 \"Account Services\"\n- \"Loan Related\" \u2192 \"Loan Query\"\n- \"Dispute Related\" \u2192 \"Dispute\"\n- \"General Inquiry\" \u2192 \"General Query\"\n\n**Step 3: Template Search (3 Attempts)**\nUse get_email_templates MCP tool:\n1. Try: {\"category\": \"[mapped]\", \"intent\": \"[full intent]\", \"limit\": 5, \"include_templates\": true}\n2. If no results: {\"category\": \"[mapped]\", \"intent\": \"[simplified keywords]\", \"limit\": 5, \"include_templates\": true}\n3. If still none: {\"category\": \"[mapped]\", \"limit\": 5, \"include_templates\": true}\n\n**Step 4: Evaluate Results**\nFor each template found:\n- Check \u0027name\u0027 and \u0027intent\u0027 fields for relevance (80%+ match needed)\n- Prefer approved templates (is_approval=true)\n- Select best matching template\n\n**Step 5: Route Decision**\nOutput ONE of these routing decisions:\n\n**If good templates found (80%+ match):**\n\"TEMPLATES_FOUND - Template ID: [template_id] matches [intent] with [confidence]% similarity for case #[number]. Ready for personalization.\"\n\n**If no suitable templates:**\n\"NO_TEMPLATES_FOUND - Category: [category], Intent: [intent] for case #[number]. Need to create new templates.\"\n\n## TEMPLATE EVALUATION\nConsider templates suitable if:\n- Category matches exactly\n- Intent similarity \u226580% (semantic matching)\n- Template quality (proper structure)\n- Customer need alignment\n"
},
"input_format": "text",
"model_client_id": "openrouter_claude_sonnet",
"output": "# Template Routing Decision\n\nNO_TEMPLATES_FOUND - Category: Account Services, Intent: Resolve ATM deposit issue for case #[Not available]. Need to create new templates.\n\n## Analysis Details:\n1. I attempted to search for templates using the MCP tool with three different query strategies:\n - First attempt: Full intent \"Resolve ATM deposit issue\" with category \"Account Services\"\n - Second attempt: Simplified intent \"ATM deposit issue\" with category \"Account Services\"\n - Third attempt: Category \"Account Services\" only without intent specification\n\n2. All three attempts encountered errors with the template-server deployment.\n\n3. Key case information:\n - Customer: Jane Smith (jane.smith@example.com)\n - Classification: Account Services (ATM Issues, Deposit Problems) with 95% confidence\n - Issue: Missing ATM deposit of $1,577.83\n - Priority: High priority case requiring followup\n - Sentiment: Customer is frustrated (score -0.6)\n\n4. Since no templates could be retrieved due to technical errors, and no case number is available, a new template will need to be created for this Account Services ATM deposit issue scenario.\n__OUTPUTS__ {\"ai_response\": \"# Template Routing Decision\\n\\nNO_TEMPLATES_FOUND - Category: Account Services, Intent: Resolve ATM deposit issue for case #[Not available]. Need to create new templates.\\n\\n## Analysis Details:\\n1. I attempted to search for templates using the MCP tool with three different query strategies:\\n - First attempt: Full intent \\\"Resolve ATM deposit issue\\\" with category \\\"Account Services\\\"\\n - Second attempt: Simplified intent \\\"ATM deposit issue\\\" with category \\\"Account Services\\\"\\n - Third attempt: Category \\\"Account Services\\\" only without intent specification\\n\\n2. All three attempts encountered errors with the template-server deployment.\\n\\n3. Key case information:\\n - Customer: Jane Smith (jane.smith@example.com)\\n - Classification: Account Services (ATM Issues, Deposit Problems) with 95% confidence\\n - Issue: Missing ATM deposit of $1,577.83\\n - Priority: High priority case requiring followup\\n - Sentiment: Customer is frustrated (score -0.6)\\n\\n4. Since no templates could be retrieved due to technical errors, and no case number is available, a new template will need to be created for this Account Services ATM deposit issue scenario.\", \"model_client_id\": \"openrouter_claude_sonnet\", \"agent_type\": \"assistant\", \"model\": \"anthropic/claude-3.7-sonnet\", \"provider\": \"openrouter\", \"status\": \"completed\", \"token_usage\": {\"prompt_tokens\": 10447, \"completion_tokens\": 825, \"total_tokens\": 11272, \"estimated_cost\": {\"amount\": 0.36291, \"currency\": \"USD\"}, \"model\": \"anthropic/claude-3.7-sonnet\", \"provider\": \"openrouter\"}}",
"output_format": "text",
"return_code": 0,
"status": "completed",
"stderr": "",
"token_usage": {
"completion_tokens": 825,
"estimated_cost": {
"amount": 0.36291,
"currency": "USD"
},
"model": "anthropic/claude-3.7-sonnet",
"prompt_tokens": 10447,
"provider": "openrouter",
"total_tokens": 11272
}
},
"duration_seconds": 21.032761,
"end_time": "2025-08-08T12:06:00.130550",
"message_sent": true,
"start_time": "2025-08-08T12:05:39.097789",
"timestamp": "2025-08-08T12:06:00.130550",
"worker_executed": true,
"workers_notified": true
},
"model": "anthropic/claude-3.7-sonnet",
"model_client_id": "openrouter_claude_sonnet",
"output": "# Template Routing Decision\n\nNO_TEMPLATES_FOUND - Category: Account Services, Intent: Resolve ATM deposit issue for case #[Not available]. Need to create new templates.\n\n## Analysis Details:\n1. I attempted to search for templates using the MCP tool with three different query strategies:\n - First attempt: Full intent \"Resolve ATM deposit issue\" with category \"Account Services\"\n - Second attempt: Simplified intent \"ATM deposit issue\" with category \"Account Services\"\n - Third attempt: Category \"Account Services\" only without intent specification\n\n2. All three attempts encountered errors with the template-server deployment.\n\n3. Key case information:\n - Customer: Jane Smith (jane.smith@example.com)\n - Classification: Account Services (ATM Issues, Deposit Problems) with 95% confidence\n - Issue: Missing ATM deposit of $1,577.83\n - Priority: High priority case requiring followup\n - Sentiment: Customer is frustrated (score -0.6)\n\n4. Since no templates could be retrieved due to technical errors, and no case number is available, a new template will need to be created for this Account Services ATM deposit issue scenario.\n__OUTPUTS__ {\"ai_response\": \"# Template Routing Decision\\n\\nNO_TEMPLATES_FOUND - Category: Account Services, Intent: Resolve ATM deposit issue for case #[Not available]. Need to create new templates.\\n\\n## Analysis Details:\\n1. I attempted to search for templates using the MCP tool with three different query strategies:\\n - First attempt: Full intent \\\"Resolve ATM deposit issue\\\" with category \\\"Account Services\\\"\\n - Second attempt: Simplified intent \\\"ATM deposit issue\\\" with category \\\"Account Services\\\"\\n - Third attempt: Category \\\"Account Services\\\" only without intent specification\\n\\n2. All three attempts encountered errors with the template-server deployment.\\n\\n3. Key case information:\\n - Customer: Jane Smith (jane.smith@example.com)\\n - Classification: Account Services (ATM Issues, Deposit Problems) with 95% confidence\\n - Issue: Missing ATM deposit of $1,577.83\\n - Priority: High priority case requiring followup\\n - Sentiment: Customer is frustrated (score -0.6)\\n\\n4. Since no templates could be retrieved due to technical errors, and no case number is available, a new template will need to be created for this Account Services ATM deposit issue scenario.\", \"model_client_id\": \"openrouter_claude_sonnet\", \"agent_type\": \"assistant\", \"model\": \"anthropic/claude-3.7-sonnet\", \"provider\": \"openrouter\", \"status\": \"completed\", \"token_usage\": {\"prompt_tokens\": 10447, \"completion_tokens\": 825, \"total_tokens\": 11272, \"estimated_cost\": {\"amount\": 0.36291, \"currency\": \"USD\"}, \"model\": \"anthropic/claude-3.7-sonnet\", \"provider\": \"openrouter\"}}",
"provider": "openrouter",
"return_code": 0,
"status": "completed",
"stderr": "",
"task_id": "template_router_agent",
"token_usage": {
"completion_tokens": 825,
"estimated_cost": {
"amount": 0.36291,
"currency": "USD"
},
"model": "anthropic/claude-3.7-sonnet",
"prompt_tokens": 10447,
"provider": "openrouter",
"total_tokens": 11272
}
},
"workflow_completion": {
"execution_details": {
"actual_result": {
"output": "============================================================\nBANKING SUPPORT MCP WORKFLOW COMPLETED SUCCESSFULLY\n============================================================\nMCP Tools Used: 8\nDeployment ID: pod-pvvydkco\nTenant ID: 0572fa8d-d7c3-47db-9219-ef40b80d42b7\n============================================================\n{\n \"workflow_id\": \"banking_support_mcp_20250808_120607\",\n \"status\": \"COMPLETED_SUCCESSFULLY\",\n \"timestamp\": \"2025-08-08T12:06:07.689585\",\n \"mcp_tools_used\": [\n \"search_cases_by_email\",\n \"create_case\",\n \"get_case\",\n \"manage_duplicate_priority\",\n \"get_email_templates\",\n \"insert_email_templates\",\n \"update_email_content\",\n \"update_case\"\n ],\n \"phases_completed\": [\n \"email_parsing\",\n \"case_management\",\n \"classification\",\n \"sentiment_analysis\",\n \"case_summary\",\n \"template_processing\",\n \"response_generation\"\n ],\n \"summary\": \"Customer email processed using MCP tools successfully\"\n}\n__OUTPUTS__ {\"workflow_id\": \"banking_support_mcp_20250808_120607\", \"status\": \"COMPLETED_SUCCESSFULLY\", \"timestamp\": \"2025-08-08T12:06:07.689585\", \"mcp_tools_used\": [\"search_cases_by_email\", \"create_case\", \"get_case\", \"manage_duplicate_priority\", \"get_email_templates\", \"insert_email_templates\", \"update_email_content\", \"update_case\"], \"phases_completed\": [\"email_parsing\", \"case_management\", \"classification\", \"sentiment_analysis\", \"case_summary\", \"template_processing\", \"response_generation\"], \"summary\": \"Customer email processed using MCP tools successfully\"}\n",
"return_code": 0,
"status": "completed",
"stderr": ""
},
"duration_seconds": 0.321802,
"end_time": "2025-08-08T12:06:07.783295",
"message_sent": true,
"start_time": "2025-08-08T12:06:07.461493",
"timestamp": "2025-08-08T12:06:07.783295",
"worker_executed": true,
"workers_notified": true
},
"mcp_tools_used": [
"search_cases_by_email",
"create_case",
"get_case",
"manage_duplicate_priority",
"get_email_templates",
"insert_email_templates",
"update_email_content",
"update_case"
],
"output": "============================================================\nBANKING SUPPORT MCP WORKFLOW COMPLETED SUCCESSFULLY\n============================================================\nMCP Tools Used: 8\nDeployment ID: pod-pvvydkco\nTenant ID: 0572fa8d-d7c3-47db-9219-ef40b80d42b7\n============================================================\n{\n \"workflow_id\": \"banking_support_mcp_20250808_120607\",\n \"status\": \"COMPLETED_SUCCESSFULLY\",\n \"timestamp\": \"2025-08-08T12:06:07.689585\",\n \"mcp_tools_used\": [\n \"search_cases_by_email\",\n \"create_case\",\n \"get_case\",\n \"manage_duplicate_priority\",\n \"get_email_templates\",\n \"insert_email_templates\",\n \"update_email_content\",\n \"update_case\"\n ],\n \"phases_completed\": [\n \"email_parsing\",\n \"case_management\",\n \"classification\",\n \"sentiment_analysis\",\n \"case_summary\",\n \"template_processing\",\n \"response_generation\"\n ],\n \"summary\": \"Customer email processed using MCP tools successfully\"\n}\n__OUTPUTS__ {\"workflow_id\": \"banking_support_mcp_20250808_120607\", \"status\": \"COMPLETED_SUCCESSFULLY\", \"timestamp\": \"2025-08-08T12:06:07.689585\", \"mcp_tools_used\": [\"search_cases_by_email\", \"create_case\", \"get_case\", \"manage_duplicate_priority\", \"get_email_templates\", \"insert_email_templates\", \"update_email_content\", \"update_case\"], \"phases_completed\": [\"email_parsing\", \"case_management\", \"classification\", \"sentiment_analysis\", \"case_summary\", \"template_processing\", \"response_generation\"], \"summary\": \"Customer email processed using MCP tools successfully\"}\n",
"phases_completed": [
"email_parsing",
"case_management",
"classification",
"sentiment_analysis",
"case_summary",
"template_processing",
"response_generation"
],
"return_code": 0,
"status": "completed",
"stderr": "",
"summary": "Customer email processed using MCP tools successfully",
"task_id": "workflow_completion",
"timestamp": "2025-08-08T12:06:07.689585",
"workflow_id": "banking_support_mcp_20250808_120607"
}
}