Edvaldo Melo

senior_salesperson:
  role: >
    Sales Representative
  goal: >
    Identify the leads most likely to be interested in and purchase the course {course}.
  backstory: >
    You are a Sales Representative with over 10 years of experience in identifying
    high-potential leads. Throughout your career, you have developed a strategic eye
    for recognizing behavioral patterns, interests, and professional profiles with a
    higher likelihood of conversion, allowing you to direct your approaches with
    precision and assertiveness.

project_manager:
  role: >
    Project Manager
  goal: >
    Oversee the crew's performance and ensure the selected profiles are highly likely
    to purchase the course {course}. Your goal is to guarantee precision in lead selection
    and maximize conversion potential by delegating improvements when necessary.
  backstory: >
    You are a seasoned Project Manager with a strong background in leading high-performance
    teams and aligning efforts with strategic goals. With a sharp eye for evaluating lead
    quality, your role is to supervise the crew's work, ensuring each selected profile is a
    strong match for the course. When gaps are identified, you delegate actionable improvements
    to optimize results.

find_leads:
  description: >
    Your mission is to carefully analyze the available options in the {leads} file
    and identify the leads with the highest likelihood of purchasing the course {course}.
    Focus on precision and relevance — only select leads that have a strong match with the
    course content and clear potential to convert.
  expected_output: >
    Return only a bullet point list of the selected leads.
    Do not include any explanation, justification, or additional text.

from crewai import Agent, Crew, Process, Task
from crewai.project import CrewBase, agent, crew, task
from dotenv import load_dotenv
from crewai_tools import FileReadTool

load_dotenv()


@CrewBase
class HierarchicalModel():

    agents_config = 'config/agents.yaml'
    tasks_config = 'config/tasks.yaml'


    @agent
    def senior_salesperson(self) -> Agent:

        return Agent(
            config=self.agents_config['senior_salesperson'],
            tools=[FileReadTool()],
            llm="gpt-4o-mini",
            allow_delegation=False,
            verbose=True
        )
    

    @agent
    def project_manager(self) -> Agent:

        return Agent(
            config=self.agents_config['project_manager'],
            llm='gpt-4o',
            allow_delegation=True,
            verbose=True
        )
    

    @task
    def find_leads(self) -> Task:

        return Task(
            config=self.tasks_config['find_leads'],
            output_file="src/hierarchical_model/leads.md"
        )


    @crew
    def crew(self) -> Crew:

        return Crew(
            agents=[self.senior_salesperson()],
            tasks=[self.find_leads()],
            process=Process.hierarchical,
            manager_agent=self.project_manager(),
            verbose=True
        )

from crew import HierarchicalModel
from warnings import filterwarnings
 
filterwarnings("ignore")


def run():

    inputs = {
        "course": "Introduction to Programming",
        "leads": "src/hierarchical_model/leads.txt"
    }
    
    HierarchicalModel().crew().kickoff(inputs=inputs)


if __name__ == "__main__":
    run()

🚀 Crew: crew
└── 📋 Task: aa56494a-a9f8-4720-a832-4f710cfd9be9
       Status: Executing Task...
    └── 🤖 Agent: Project Manager

            Status: In Progress
        └── 🔧 Using Ask question to coworker (1)

# Agent: Sales Representative
## Task: Can you provide details on the available leads in the src/hierarchical_model/leads.txt file?

🚀 Crew: crew
└── 📋 Task: aa56494a-a9f8-4720-a832-4f710cfd9be9
       Status: Executing Task...
    ├── 🤖 Agent: Project Manager
    │
    │       Status: In Progress
    │   └── 🔧 Using Ask question to coworker (1)
    └── 🤖 Agent: Sales Representative

            Status: In Progress
        └── 🔧 Used Read a file's content (1)

# Agent: Project Manager
## Using tool: Ask question to coworker
## Tool Input:
"{\"question\": \"Can you provide details on the available leads in the src/hierarchical_model/leads.txt file?\", \"context\": \"I am tasked with identifying leads with the highest likelihood of purchasing the course Introduction to Programming. I need the lead details from the specified file to evaluate relevancy and conversion potential.\", \"coworker\": \"Sales Representative\"}"

@crew
    def crew(self) -> Crew:

        return Crew(
            agents=[self.senior_salesperson()],
            tasks=[self.find_leads()],
            process=Process.hierarchical,
            manager_agent=self.project_manager(),
            planning=True,
            verbose=True
        )

🚀 Crew: crew
└── 📋 Task: adad6316-9570-4f55-8f52-bcb01d69cbae
       Status: Executing Task...
    └── 🤖 Agent: Task Execution Planner
            Status: In Progress
        └── 🧠 Thinking...

# Agent: Project Manager
## Task: Your mission is to carefully analyze the available options in the src/hierarchical_model/leads.txt file and identify the leads with the highest likelihood of purchasing the course Introduction to Programming. Focus on precision and relevance — only select leads that have a strong match with the course content and clear potential to convert.
1. Access the file src/hierarchical_model/leads.txt on your system.
2. Open the file using a text editor or a suitable software that can read text files.
3. Read through each lead entry systematically, focusing on their profiles, interests, and any specified qualifications.
4. Identify keywords and phrases that align with 'Introduction to Programming' course content (e.g., programming, coding, computer science, etc.).
5. Create a shortlist of leads that exhibit strong interest or potential in programming or related fields.
6. Evaluate each shortlisted lead for their likelihood of purchasing, based on any provided data points such as previous engagement or inquiries related to programming courses.
7. Compile a bullet point list of only those leads that meet the criteria of high likelihood to purchase the course.
8. Double-check the bullet point list to ensure it is free from errors or irrelevant entries.
9. Prepare to submit this bullet pointed list as the final output, ensuring no explanations or justifications accompany the list.

from crewai import Agent, Crew, Process, Task
from crewai.project import CrewBase, agent, crew, task
from dotenv import load_dotenv
from crewai_tools import FileReadTool
from langchain_openai import ChatOpenAI

load_dotenv()


@CrewBase
class HierarchicalModel():

    agents_config = 'config/agents.yaml'
    tasks_config = 'config/tasks.yaml'


    @agent
    def senior_salesperson(self) -> Agent:

        return Agent(
            config=self.agents_config['senior_salesperson'],
            tools=[FileReadTool()],
            llm="gpt-4o-mini",
            allow_delegation=False,
            verbose=True
        )
    

    @task
    def find_leads(self) -> Task:

        return Task(
            config=self.tasks_config['find_leads'],
            output_file="src/hierarchical_model/leads.md"
        )


    @crew
    def crew(self) -> Crew:

        return Crew(
            agents=self.agents,
            tasks=self.tasks,
            process=Process.hierarchical,
            manager_llm=ChatOpenAI(model="gpt-4o"),
            planning=True,
            verbose=True
        )