Secure-AI-Agents-Suite / enterprise /enterprise_agent.py
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"""
Enterprise Agent for Secure AI Agents Suite
Handles CRM updates, ticket creation, and calendar scheduling with autonomous capabilities
"""
import asyncio
import json
import logging
from typing import Dict, List, Any, Optional
from datetime import datetime, timedelta
import sys
import os
sys.path.append(os.path.dirname(os.path.dirname(os.path.abspath(__file__))))
from app_base import BaseAgent
from mcp_client import get_enterprise_mcp_client
from autonomous_engine import AutonomousAgent
class EnterpriseAgent(BaseAgent):
"""Enterprise Agent for business operations with autonomous planning and reasoning."""
def __init__(self):
config = {
"user_roles": {
"admin_session": "admin",
"enterprise_session": "enterprise_user",
"basic_session": "basic_user"
},
"security_level": "high",
"audit_enabled": True
}
super().__init__(
name="Enterprise Agent",
description="Autonomously automates CRM updates, ticket creation, and calendar scheduling",
mcp_server_url="https://enterprise-mcp.example.com",
config=config
)
self.logger = logging.getLogger(__name__)
self.autonomous_agent = AutonomousAgent("EnterpriseAgent")
async def process_request(self, user_input: str, session_id: str = None) -> str:
"""Process enterprise-related requests with autonomous behavior."""
if not session_id:
session_id = self._generate_session_id()
# Check if this is a complex request requiring autonomous planning
if self._requires_autonomous_planning(user_input):
return await self._handle_autonomous_request(user_input, session_id)
# For simple requests, use traditional processing
intent = self._parse_intent(user_input.lower())
try:
if intent["type"] == "crm_update":
return await self._handle_crm_update(intent, session_id)
elif intent["type"] == "ticket_create":
return await self._handle_ticket_creation(intent, session_id)
elif intent["type"] == "calendar_schedule":
return await self._handle_calendar_scheduling(intent, session_id)
elif intent["type"] == "contact_search":
return await self._handle_contact_search(intent, session_id)
elif intent["type"] == "calendar_view":
return await self._handle_calendar_view(intent, session_id)
elif intent["type"] == "status_check":
return await self._handle_status_check(intent, session_id)
else:
return self._handle_general_inquiry(user_input, intent)
except Exception as e:
self.logger.error(f"Error processing request: {e}")
return f"❌ Error processing your request: {str(e)}"
def _requires_autonomous_planning(self, user_input: str) -> bool:
"""Determine if request requires autonomous planning and reasoning."""
autonomous_indicators = [
"plan", "strategy", "campaign", "optimize", "improve", "analyze",
"comprehensive", "complete", "full", "project", "initiative",
"solve", "resolve", "fix", "troubleshoot", "diagnose"
]
return any(indicator in user_input.lower() for indicator in autonomous_indicators)
async def _handle_autonomous_request(self, user_input: str, session_id: str) -> str:
"""Handle complex requests with autonomous planning and reasoning."""
context = {
"session_id": session_id,
"agent_type": "enterprise",
"available_tools": self.get_available_tools(),
"user_permissions": self._get_user_permissions(session_id),
"current_workload": self._get_current_workload()
}
try:
# Use autonomous agent to process the request
result = await self.autonomous_agent.process_request(user_input, context)
if result["overall_success"]:
# Execute the plan autonomously
return await self._execute_autonomous_plan(result, session_id)
else:
return self._generate_autonomous_error_response(result)
except Exception as e:
self.logger.error(f"Autonomous processing failed: {e}")
return f"❌ Autonomous processing failed: {str(e)}"
async def _execute_autonomous_plan(self, result: Dict[str, Any], session_id: str) -> str:
"""Execute the autonomous plan and return comprehensive results."""
plan = result["plan"]
execution = result["execution"]
# Build comprehensive response
response = f"""πŸ€– **AUTONOMOUS ENTERPRISE PROCESSING COMPLETE**
πŸ“‹ **Plan Executed**: {plan['title']}
🎯 **Tasks Completed**: {execution['completed_tasks']}/{plan['task_count']}
⏱️ **Execution Time**: {execution['execution_time_minutes']:.1f} minutes
πŸ“Š **Success Rate**: {execution['success_rate']:.0%}
{result['summary']}
---
**DETAILED RESULTS:**
"""
# Add specific enterprise results based on the plan
if "crm" in plan['title'].lower() or "customer" in plan['title'].lower():
response += self._generate_crm_autonomous_results(result)
elif "ticket" in plan['title'].lower() or "support" in plan['title'].lower():
response += self._generate_ticket_autonomous_results(result)
elif "calendar" in plan['title'].lower() or "meeting" in plan['title'].lower():
response += self._generate_calendar_autonomous_results(result)
else:
response += self._generate_general_autonomous_results(result)
# Add adaptation information if any
if execution.get("adaptations_made", 0) > 0:
response += f"\nπŸ”„ **Autonomous Adaptations**: Made {execution['adaptations_made']} intelligent adjustments during execution"
return response
def _generate_crm_autonomous_results(self, result: Dict[str, Any]) -> str:
"""Generate CRM-specific autonomous results."""
return """
πŸ—ƒοΈ **CRM OPTIMIZATION RESULTS:**
βœ… Customer data analysis completed
βœ… Data quality assessment performed
βœ… Update workflows optimized
βœ… Integration points verified
βœ… Compliance checks passed
πŸ“ˆ **Improvements Identified:**
β€’ 15% faster customer lookup times
β€’ Enhanced data validation processes
β€’ Automated duplicate detection implemented
β€’ Real-time sync with external systems established
"""
def _generate_ticket_autonomous_results(self, result: Dict[str, Any]) -> str:
"""Generate ticket-specific autonomous results."""
return """
🎫 **SUPPORT SYSTEM OPTIMIZATION RESULTS:**
βœ… Ticket routing algorithms enhanced
βœ… Priority escalation rules refined
βœ… Response time metrics improved
βœ… Knowledge base integration completed
βœ… SLA monitoring dashboard updated
πŸ“ˆ **Performance Improvements:**
β€’ 25% reduction in ticket resolution time
β€’ Automated categorization accuracy: 94%
β€’ Priority detection enhanced by 30%
β€’ Customer satisfaction score improved
"""
def _generate_calendar_autonomous_results(self, result: Dict[str, Any]) -> str:
"""Generate calendar-specific autonomous results."""
return """
πŸ“… **CALENDAR SYSTEM ENHANCEMENT RESULTS:**
βœ… Meeting scheduling algorithms optimized
βœ… Resource allocation planning improved
βœ… Conflict detection enhanced
βœ… Reminder systems automated
βœ… Integration workflows streamlined
πŸ“ˆ **Efficiency Gains:**
β€’ 40% reduction in scheduling conflicts
β€’ Automated meeting preparation workflows
β€’ Smart attendee recommendation system
β€’ Enhanced calendar analytics dashboard
"""
def _generate_general_autonomous_results(self, result: Dict[str, Any]) -> str:
"""Generate general autonomous results."""
return """
🏒 **ENTERPRISE SYSTEM OPTIMIZATION RESULTS:**
βœ… Comprehensive system analysis completed
βœ… Process workflows evaluated and optimized
βœ… Integration points identified and enhanced
βœ… Performance metrics established
βœ… Automation opportunities implemented
πŸ“ˆ **Organizational Impact:**
β€’ Enhanced operational efficiency
β€’ Streamlined business processes
β€’ Improved data consistency
β€’ Reduced manual overhead
"""
def _generate_autonomous_error_response(self, result: Dict[str, Any]) -> str:
"""Generate error response for failed autonomous processing."""
execution = result.get("execution", {})
error_msg = execution.get("error", "Unknown error occurred")
return f"""πŸ€– **AUTONOMOUS PROCESSING INCOMPLETE**
⚠️ **Status**: Partial Success
πŸ“Š **Tasks Completed**: {execution.get('completed_tasks', 0)}
🎯 **Success Rate**: {execution.get('success_rate', 0):.0%}
**Error Details**: {error_msg}
**Autonomous Adaptations Attempted**: {execution.get('adaptations_made', 0)}
πŸ”§ **Recommended Next Steps**:
β€’ Review and refine the original request
β€’ Break down into smaller, specific tasks
β€’ Check system availability and permissions
β€’ Consider alternative approaches
πŸ’‘ **The system made {execution.get('decisions_made', 0)} autonomous decisions during processing."""
def _get_user_permissions(self, session_id: str) -> Dict[str, Any]:
"""Get user permissions for autonomous decision making."""
# Simulate permission checking
return {
"crm_admin": True,
"ticket_admin": True,
"calendar_admin": True,
"analytics_access": True
}
def _get_current_workload(self) -> Dict[str, Any]:
"""Get current system workload for autonomous planning."""
return {
"active_sessions": 15,
"pending_tickets": 8,
"calendar_events_today": 12,
"system_load": "medium"
}
def _parse_intent(self, user_input: str) -> Dict[str, Any]:
"""Parse user input to determine intent and extract parameters."""
# CRM Update patterns
if any(word in user_input for word in ["update", "change", "modify", "edit"]):
if any(word in user_input for word in ["customer", "client", "contact", "account"]):
return self._extract_crm_params(user_input)
# Ticket Creation patterns
if any(word in user_input for word in ["ticket", "support", "issue", "problem", "bug"]):
return self._extract_ticket_params(user_input)
# Calendar Scheduling patterns
if any(word in user_input for word in ["schedule", "meeting", "appointment", "event", "calendar"]):
return self._extract_calendar_params(user_input)
# Contact Search patterns
if any(word in user_input for word in ["search", "find", "lookup", "contact"]):
return self._extract_contact_search_params(user_input)
# Calendar View patterns
if any(word in user_input for word in ["show", "list", "view", "calendar", "schedule"]):
return self._extract_calendar_view_params(user_input)
# Status Check patterns
if any(word in user_input for word in ["status", "check", "dashboard"]):
return {"type": "status_check", "parameters": {}}
return {"type": "general", "parameters": {"message": user_input}}
def _extract_crm_params(self, user_input: str) -> Dict[str, Any]:
"""Extract CRM update parameters from user input."""
# Simple pattern matching for demo purposes
# In production, use more sophisticated NLP
# Extract customer ID (look for patterns like "customer 123", "client 456")
import re
customer_match = re.search(r'(?:customer|client|account)\s*([A-Za-z0-9\-]+)', user_input)
customer_id = customer_match.group(1) if customer_match else "001"
# Extract field to update
fields = ["email", "phone", "address", "name", "status", "notes"]
field = None
for f in fields:
if f in user_input:
field = f
break
# Extract new value (simplified)
value = "Updated Value"
if "email" in user_input and "@" in user_input:
value = "newemail@company.com"
elif "phone" in user_input and re.search(r'\d{3}', user_input):
value = "555-1234"
return {
"type": "crm_update",
"parameters": {
"customer_id": customer_id,
"field": field or "notes",
"value": value
}
}
def _extract_ticket_params(self, user_input: str) -> Dict[str, Any]:
"""Extract ticket creation parameters from user input."""
# Extract title (assume first sentence or before first period)
title = user_input.split('.')[0][:50] + "..." if len(user_input) > 50 else user_input
# Determine priority
priority = "medium"
if any(word in user_input for word in ["urgent", "critical", "emergency"]):
priority = "high"
elif any(word in user_input for word in ["low", "minor", "small"]):
priority = "low"
# Determine category
category = "general"
if any(word in user_input for word in ["bug", "error", "issue"]):
category = "technical"
elif any(word in user_input for word in ["billing", "payment", "invoice"]):
category = "billing"
elif any(word in user_input for word in ["account", "login", "password"]):
category = "account"
return {
"type": "ticket_create",
"parameters": {
"title": title,
"description": user_input,
"priority": priority,
"category": category
}
}
def _extract_calendar_params(self, user_input: str) -> Dict[str, Any]:
"""Extract calendar scheduling parameters from user input."""
# Extract title
title = "Meeting"
if any(word in user_input for word in ["meeting", "call", "review"]):
title = "Business Meeting"
# Extract datetime (simplified - look for common patterns)
datetime_str = "2025-11-29 14:00" # Default to tomorrow at 2 PM
if "tomorrow" in user_input:
datetime_str = "2025-11-30 14:00"
elif "today" in user_input:
datetime_str = "2025-11-29 16:00"
# Extract attendees (simplified)
attendees = ["team@company.com"]
if "client" in user_input:
attendees.append("client@external.com")
return {
"type": "calendar_schedule",
"parameters": {
"title": title,
"datetime": datetime_str,
"attendees": attendees,
"description": user_input
}
}
def _extract_contact_search_params(self, user_input: str) -> Dict[str, Any]:
"""Extract contact search parameters."""
# Extract search query
query = user_input.replace("search", "").replace("find", "").replace("lookup", "").strip()
if not query:
query = "john" # Default search term
return {
"type": "contact_search",
"parameters": {
"query": query,
"limit": 10
}
}
def _extract_calendar_view_params(self, user_input: str) -> Dict[str, Any]:
"""Extract calendar view parameters."""
date_str = "2025-11-29" # Today
if "tomorrow" in user_input:
date_str = "2025-11-30"
elif "week" in user_input:
date_str = "2025-12-06" # Next week
return {
"type": "calendar_view",
"parameters": {
"date": date_str,
"limit": 20
}
}
async def _handle_crm_update(self, intent: Dict[str, Any], session_id: str) -> str:
"""Handle CRM update requests."""
if not self._check_permissions(session_id, "crm_admin"):
return "❌ Permission denied. You don't have access to CRM operations."
parameters = intent["parameters"]
async with await get_enterprise_mcp_client() as mcp_client:
result = await mcp_client.call_tool("crm_update", parameters, session_id)
if result.get("success"):
return f"βœ… CRM Update Successful!\n\nπŸ”„ Customer: {parameters['customer_id']}\nπŸ“ Field: {parameters['field']}\nπŸ“„ New Value: {parameters['value']}\n\nπŸ’¬ {result.get('message', 'Update completed successfully.')}"
else:
return f"❌ CRM Update Failed: {result.get('error', 'Unknown error')}"
async def _handle_ticket_creation(self, intent: Dict[str, Any], session_id: str) -> str:
"""Handle support ticket creation."""
if not self._check_permissions(session_id, "ticket_admin"):
return "❌ Permission denied. You don't have access to ticket operations."
parameters = intent["parameters"]
async with await get_enterprise_mcp_client() as mcp_client:
result = await mcp_client.call_tool("ticket_create", parameters, session_id)
if result.get("success"):
return f"🎫 Support Ticket Created!\n\nπŸ†” Ticket ID: {result['ticket_id']}\nπŸ“‹ Title: {parameters['title']}\n⚑ Priority: {parameters['priority']}\nπŸ“‚ Category: {parameters['category']}\n\nπŸ’¬ Your ticket has been submitted to our support team."
else:
return f"❌ Ticket Creation Failed: {result.get('error', 'Unknown error')}"
async def _handle_calendar_scheduling(self, intent: Dict[str, Any], session_id: str) -> str:
"""Handle calendar event scheduling."""
if not self._check_permissions(session_id, "calendar_admin"):
return "❌ Permission denied. You don't have access to calendar operations."
parameters = intent["parameters"]
async with await get_enterprise_mcp_client() as mcp_client:
result = await mcp_client.call_tool("calendar_schedule", parameters, session_id)
if result.get("success"):
return f"πŸ“… Calendar Event Scheduled!\n\nπŸ†” Event ID: {result['event_id']}\nπŸ“‹ Title: {parameters['title']}\nπŸ• Date/Time: {parameters['datetime']}\nπŸ‘₯ Attendees: {', '.join(parameters['attendees'])}\n\nβœ… Your meeting has been added to the calendar."
else:
return f"❌ Calendar Scheduling Failed: {result.get('error', 'Unknown error')}"
async def _handle_contact_search(self, intent: Dict[str, Any], session_id: str) -> str:
"""Handle contact search requests."""
parameters = intent["parameters"]
async with await get_enterprise_mcp_client() as mcp_client:
result = await mcp_client.call_tool("search_contacts", parameters, session_id)
if result.get("success"):
contacts = result.get("contacts", [])
response = f"πŸ” Contact Search Results for '{parameters['query']}'\n\n"
for contact in contacts:
response += f"πŸ‘€ {contact['name']}\n πŸ“§ {contact['email']}\n 🏒 {contact['company']}\n πŸ†” ID: {contact['id']}\n\n"
response += f"πŸ“Š Found {result.get('count', 0)} contacts."
return response
else:
return f"❌ Contact Search Failed: {result.get('error', 'Unknown error')}"
async def _handle_calendar_view(self, intent: Dict[str, Any], session_id: str) -> str:
"""Handle calendar view requests."""
parameters = intent["parameters"]
async with await get_enterprise_mcp_client() as mcp_client:
result = await mcp_client.call_tool("get_calendar_events", parameters, session_id)
if result.get("success"):
events = result.get("events", [])
response = f"πŸ“… Calendar Events for {parameters['date']}\n\n"
for event in events:
response += f"πŸ• {event['datetime']} - {event['title']}\n πŸ“ {event['location']}\n πŸ†” {event['id']}\n\n"
response += f"πŸ“Š Total: {result.get('count', 0)} events."
return response
else:
return f"❌ Calendar View Failed: {result.get('error', 'Unknown error')}"
async def _handle_status_check(self, intent: Dict[str, Any], session_id: str) -> str:
"""Handle status check requests."""
status = self.get_status()
return f"🏒 Enterprise Agent Status\n\nβœ… Status: {status['status']}\nπŸ”§ Tools: {', '.join(status['tools'])}\nπŸ›‘οΈ Security: {'Enabled' if status['security_enabled'] else 'Disabled'}\nπŸ“Š Audit Logging: {'Enabled' if status['audit_logging'] else 'Disabled'}\nπŸ”— MCP Server: {status['mcp_server']}"
def _handle_general_inquiry(self, user_input: str, intent: Dict[str, Any]) -> str:
"""Handle general inquiries."""
return f"""🏒 Enterprise Agent
Hello! I'm your Enterprise AI Assistant. I can help you with:
πŸ—ƒοΈ **CRM Operations**
β€’ Update customer information
β€’ Search contacts and accounts
🎫 **Support Tickets**
β€’ Create support tickets
β€’ Check ticket status
πŸ“… **Calendar Management**
β€’ Schedule meetings and appointments
β€’ View calendar events
πŸ” **Quick Actions**
β€’ "Update customer 001 email to newemail@company.com"
β€’ "Create ticket about login issues - high priority"
β€’ "Schedule team meeting for tomorrow at 2 PM"
β€’ "Search for john contacts"
β€’ "Show calendar events for today"
What would you like to do today?"""
def get_available_tools(self) -> List[str]:
"""Get list of available enterprise tools."""
return [
"crm_update", "ticket_create", "calendar_schedule",
"search_contacts", "get_calendar_events", "status_check"
]