Yashas
edda6e9540
The avatars were initials-plus-spark for the machines and bare initials for people — thin, and it made five differently-skilled agents look like the same badge in five colours. The convention that reads instantly is icons for machines, initials for people: the contrast itself tells a human step from an autonomous one before a name is read, and the symbol says WHICH machine. Each employee now wears a glyph true to its job — a magnifier for Intake (checks the lead), a speech bubble for Engage (talks to the customer), a shield for the Advisor (recommends the cover), an ID badge for KYC (verifies identity), balance scales for the Referral (prepares a file for a human to weigh). The AI spark stays at the corner. People keep their initials, which is the right avatar for a person and now the clear signal that a person, not a machine, did the step. Verified legible at disc size (20-26px) across all five brand hues. Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
109 lines
4.2 KiB
JavaScript
109 lines
4.2 KiB
JavaScript
/**
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* The AI employees, as people the operator can recognise.
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*
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* Five agents carry this workflow and the console referred to them by their
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* role slug or their full title, differently in each place — "ai_engage" in one
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* view, "Engage" in another, "Engage AI" in a third. Someone watching a lead
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* move could not tell that the thing which called the customer and the thing
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* which wrote the quote were the same worker.
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*
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* So: one roster, one short name, one colour, one initial. Used wherever an
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* agent is named. `does` is written in the present tense and in the operator's
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* words, not the charter's — it appears on hover and in the roster strip, and
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* it is what makes an unfamiliar name mean something the first time.
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*
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* `tools` and `knowledge` are a MIRROR of the employee config in
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* aiemployee.tbl_ai_employees. The app frontend cannot read the agents schema,
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* so this is hand-maintained the way STAGES and ACTIONS are, and carries the
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* same hazard: a tool added or removed there and not here is described wrongly
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* in the UI, silently.
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*
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* Worth the trade, because "what can this thing actually do?" is the first
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* question anyone watching an agent asks — and the honest answer is short and
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* reassuring: four of the five hold no tools at all and work from the policy
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* wordings. The one tool that exists only reads a partner registry. Nothing
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* here can move money, and since 89 nothing here can telephone anybody.
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*
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* Keyed by the ROLE, because that is what an audit row carries.
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*/
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export const AGENTS = {
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ai_intake: {
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icon: 'inspect',
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short: 'Intake',
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full: 'Intake & Attribution',
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initials: 'IA',
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tone: 'violet',
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does: 'checks the lead is real, scores it, and works out whose it is',
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wakes: 'Once, the moment a lead is filed.',
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tools: [
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{
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name: 'lookup_partner',
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does: 'Reads the partner registry by partner code and reports whether that POSP, broker or corporate agent is active and empanelled for this product.',
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},
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],
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knowledge: ['Products, UINs & Commission', 'SME Package (BSUS / BLUS)', 'Motor (Car Secure)'],
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},
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ai_engage: {
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icon: 'chat',
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short: 'Engage',
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full: 'Engage',
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initials: 'EN',
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tone: 'blue',
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does: 'talks to the customer, writes up the call, and asks for what is missing',
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wakes: 'Most often of the five: after the call ends, after documents land, after the Advisor reports, when the premium falls due, and on every WhatsApp reply.',
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tools: [],
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knowledge: ['SME Package (BSUS / BLUS)', 'Motor (Car Secure)', 'Motor Renewal Sales Desk'],
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},
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ai_advisor: {
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icon: 'shield',
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short: 'Advisor',
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full: 'Advisor',
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initials: 'AD',
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tone: 'teal',
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does: 'reads the captured risk and recommends the cover and add-ons',
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wakes: 'Once, as soon as the risk has been captured.',
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tools: [],
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knowledge: ['Products, UINs & Commission', 'SME Package (BSUS / BLUS)', 'Motor (Car Secure)', 'Motor Renewal Sales Desk'],
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},
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ai_kyc: {
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icon: 'id',
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short: 'KYC',
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full: 'KYC & Evidence',
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initials: 'KY',
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tone: 'amber',
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does: 'verifies identity and screens the risk for underwriting',
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wakes: 'Twice: when the customer accepts, and again to run the underwriting screen.',
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tools: [],
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knowledge: ['Products, UINs & Commission', 'SME Package (BSUS / BLUS)', 'Motor (Car Secure)'],
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},
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ai_uw_referral: {
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icon: 'scales',
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short: 'Referral',
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full: 'Underwriting Referral',
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initials: 'UW',
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tone: 'plum',
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does: 'prepares a referred file so a human underwriter can decide',
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wakes: 'Once, and only when the screen refers the risk.',
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tools: [],
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knowledge: ['Products, UINs & Commission', 'SME Package (BSUS / BLUS)', 'Motor (Car Secure)'],
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},
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}
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/** The agent behind a set of roles, or null when a person did it. */
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export function agentFor(roles) {
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if (!Array.isArray(roles)) return null
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const key = roles.find((r) => AGENTS[r])
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return key ? { key, ...AGENTS[key] } : null
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}
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/** Initials for a person, so a human entry reads as a name too. */
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export function initialsOf(name) {
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const parts = String(name || '').trim().split(/\s+/).filter(Boolean)
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if (!parts.length) return '—'
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return (parts[0][0] + (parts.length > 1 ? parts[parts.length - 1][0] : '')).toUpperCase()
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}
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