Customer Email Assist

Customer Email Assist

Use this skill to operate the customer-email-assist-starter example with the fewest model tokens possible.

Required Runtime Inputs

For the default connector-assisted workflow:

• CUSTOMER_EMAIL_ASSIST_POLICY_PATH
• optional CUSTOMER_EMAIL_ASSIST_DB_PATH

Gmail authentication should happen through the Codex Gmail connector. Do not ask the user to configure local Google OAuth variables for the normal workflow.

Hard Rule

Use model tokens only for:

1. understanding cleaned inbound customer email content
2. producing JSON fields for reply templates

Do not use model calls for Gmail fetching, HTML cleanup, quoted-history removal, signature stripping, customer matching, SQLite writes, analytics, filtering, pagination, or send-queue execution.

Deterministic Commands

Resolve paths relative to this starter directory.

npm run setup-local
tsx scripts/customer-email-assist.ts import-prepared-batch --input /tmp/prepared-inbound.json
tsx scripts/customer-email-assist.ts persist-understanding --input /tmp/understanding.json
tsx scripts/customer-email-assist.ts prepare-draft-batch --policy "$CUSTOMER_EMAIL_ASSIST_POLICY_PATH" --out /tmp/draft-batch.json
tsx scripts/customer-email-assist.ts render-save-drafts --input /tmp/draft-fields.json

Workflow

1. Use the Codex Gmail connector to search the mailbox.
   • Prefer a narrow query such as newer_than:1d -in:spam -in:trash -category:promotions.
   • Read only shortlisted customer-authored messages.
   • Keep at most four cleaned inbound items per batch.
2. Build /tmp/prepared-inbound.json as PreparedInboundItem[].
   • Include only gmailThreadId, gmailLastInboundMessageId, subject, cleanBody, receivedAt, and the customer fields.
   • Skip ignored customers when the local database already knows them.
3. Run import-prepared-batch --input <file>.
   • This writes the SQLite issue rows and renders deterministic fallback drafts without using local Gmail OAuth.
4. Use the model only if hard logic is not enough for understand.
   • Read only the JSON batch output.
   • Return JSON only.
   • Fields per item:
     • gmailThreadId
     • gmailLastInboundMessageId
     • customerEmail
     • customerName
     • subject
     • receivedAt
     • originalMessageText
     • classification
     • summary
     • urgency
     • actionSuggestion
5. Save model output, when used, and run persist-understanding --input <file>.
6. Run prepare-draft-batch --policy <file>.
   • This retrieves only a few policy evidence lines per issue.
   • Prefer --out <file> so the CLI returns only a tiny summary.
7. Use the model only if fallback templates are not enough for draft-fields.
   • Read only the draft batch JSON.
   • Return JSON only.
   • Fields per item:
     • issueId
     • classification
     • draftFields.customerName
     • draftFields.acknowledgement
     • draftFields.nextStep
     • draftFields.policyEvidence
     • draftFields.signoff
8. Save that JSON and run render-save-drafts --input <file>.
9. In the dashboard, let the user edit the rendered draft, approve send with the undo countdown, cancel approval for still-queued replies, mark resolved, approve pending customers, ignore customers, or update customer descriptions.
10. For approved_to_send rows that are waiting on connector mode, use the Codex Gmail connector to create or send the reply, then mark the issue resolved.

Advanced Local OAuth Adapter

The repository still contains a direct Gmail API adapter for teams that explicitly want a standalone local integration. Treat it as advanced and do not present it as the normal setup path.

Required advanced variables:

• GOOGLE_CLIENT_ID
• GOOGLE_CLIENT_SECRET

The dashboard Connect Gmail button stores the refresh token locally after the Google consent callback. GOOGLE_REFRESH_TOKEN is still accepted as a manual fallback, but it is not required for the web-app flow.

Optional:

• CUSTOMER_EMAIL_ASSIST_OPERATOR_EMAIL
• GOOGLE_REDIRECT_URI if the dashboard callback should not be inferred from the current origin
• CUSTOMER_EMAIL_ASSIST_GMAIL_LABEL for OAuth-based inbound fetch/sync

For setup details, read README.md in this starter directory. It documents how to create the Google OAuth client, use the dashboard callback, and which database/policy variables are optional.

Advanced commands:

npm run sync:oauth
tsx scripts/customer-email-assist.ts prepare-inbound-batch --out /tmp/prepared-inbound.json
tsx scripts/customer-email-assist.ts apply-send-queue

When this advanced local OAuth path is connected, the dashboard's Approve & Send action can execute the deterministic send path immediately after the undo countdown. Without an OAuth connection, the dashboard keeps the issue in approved_to_send instead of attempting an unauthenticated send.

Response Discipline

• Keep assistant narration short.
• When a command result is enough, return only the result and the next needed action.
• Prefer compact JSON over pretty-printed output for deterministic CLI steps.

Guardrails

• Keep the model inputs short. Do not send full thread history.
• Do not send raw policy documents to the model; only send the selected policy evidence lines from prepare-draft-batch.
• Keep handoff_required cases out of auto-send flows unless the user explicitly edits and approves the final reply.
• Treat ignored customers as non-actionable in future sync runs.