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Matrix intake: frame parse with team roster so a teammate isn't read as the prospect

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Local-smoke found "jonathan is chatting with wyoming" extracted the teammate, not
the prospect. Feed the parser an optional team roster (INTAKE_TEAM_ROSTER) via a
build_system(roster) outreach frame: roster names/initials are the people doing
outreach and are never extracted; the other party is the investor/prospect. Same
framing on the revise leg. Unset roster = prior behavior.
This commit is contained in:
Keysat
2026-06-17 21:58:54 -05:00
parent b376b8ce33
commit c1ea1769a4
6 changed files with 106 additions and 12 deletions
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.env.example
+4
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@@ -64,3 +64,7 @@ CRM_BOT_USERNAME=
CRM_BOT_PASSWORD=
# Set to false only if CRM_API_BASE is https with a self-signed cert.
CRM_API_VERIFY_TLS=true
# Ten31 team-member names (comma-separated), fed to the parser so a teammate's name reads as
# the person DOING outreach, not the prospect ("Jonathan is chatting with Wyoming" → Wyoming).
# Optional; first names as actually used in the room. Leave empty to disable the framing.
INTAKE_TEAM_ROSTER=