Analyze A/B test results for statistical significance with ship, extend, or kill recommendations
日本語の概要は準備中です。原文の説明を表示しています。
Classify reply sentiment and determine next action
インストールする前に、エージェントに与えられる指示の中身を確認できます。
Classifies the sentiment and intent of replies to outreach messages. Determines the recommended next action, generates draft responses for positive and neutral cases, and outputs CRM stage updates. Used by the evening-scan playbook after inbox-scanner returns responses.
agency.config.json at repo root with outreach, services, case_studiesinbox-scanner or manually providedagency.config.json from the project root.services -- list of services offered (for matching interest areas)case_studies -- available case studies (for draft responses)outreach.tone -- voice guidelines for draft responsesoutreach.banned_phrases -- phrases to avoid in draft responsesoutreach.sign_off -- signature line for draft responsesreply_text -- the full text of the reply (required)from_name -- name of the person who repliedfrom_email -- their email address (if available)company -- their company name (if known)channel -- where the reply came from (email, linkedin, instagram)lead_context -- object with cadence day, previous touches, lead score, tierAnalyze the reply text and classify it into exactly one of these categories:
| Category | Signals | Examples |
|---|---|---|
POSITIVE_DEMO | Explicitly requests a meeting, call, or demo | "Let's set up a call", "Can we chat this week?", "Send me a calendar link", "Free Thursday?" |
POSITIVE_INTERESTED | Questions about services, pricing, timeline, availability; general interest | "Sounds interesting, tell me more", "What are your rates?", "How long does a CRO audit take?", "Can you send some examples?" |
NEUTRAL_QUESTION | Asks for info but no clear buying intent | "Who is this?", "How did you find me?", "What does Plasho do?", "Where are you based?" |
NEUTRAL_OOO | Out of office or auto-reply | "I'm out of office until...", "On PTO, back on...", "Auto-reply: I'm currently unavailable" |
NEGATIVE_NOT_NOW | Polite decline with timing indication; not a permanent no | "Not the right time", "Maybe next quarter", "We just signed with someone", "Check back in 3 months" |
NEGATIVE_NOT_INTERESTED | Clear rejection without timing indicator | "Not interested", "We're good, thanks", "Not looking for this", "Please don't contact me" |
NEGATIVE_UNSUBSCRIBE | Wants to be removed from all communication | "Unsubscribe", "Remove me from your list", "Stop emailing me", "Do not contact me again", "This is spam" |
REFERRAL | Redirects to another person inside or outside their company | "You should talk to [name]", "CC'ing my colleague who handles this", "Try reaching out to our head of ecomm" |
POSITIVE_DEMO, not NEUTRAL_QUESTION.NEUTRAL_QUESTION with LOW confidence.NEUTRAL_OOO.NEGATIVE_UNSUBSCRIBE.Beyond the top-level sentiment, extract these structured details from the reply:
List every question the person asked, verbatim or paraphrased:
Identify any objections or hesitations:
Extract any person references that could be referrals:
Extract any timing references:
Map the reply to specific services from agency.config.json:
Based on the classification, recommend a specific next action and CRM stage update:
| Classification | Recommended Action | CRM Stage Update | Pause Cadence? |
|---|---|---|---|
POSITIVE_DEMO | Send calendar link immediately. Suggest 2-3 time slots. Keep it short. | DEMO_BOOKED | Yes |
POSITIVE_INTERESTED | Reply with relevant info addressing their questions. Include the most relevant case study. Ask if they want to jump on a 15-min call. | REPLIED | Yes |
NEUTRAL_QUESTION | Answer their question directly and concisely. Re-pitch value in 1-2 sentences. Include a soft CTA for a call. | REPLIED | Yes |
NEUTRAL_OOO | Do nothing now. Note their return date. Reschedule next cadence touch for return date + 1 day. | CONTACTED (keep current) | Adjust timing only |
NEGATIVE_NOT_NOW | Send polite acknowledgment. If they gave a timeline, set a reminder for that date. If no timeline, set reminder for 90 days. | REPLIED | Yes, with reactivation date |
NEGATIVE_NOT_INTERESTED | Send a short, gracious close: "Understood, thanks for letting me know. If things change, we're here." Mark lead as done. | NOT_INTERESTED | Yes, end cadence |
NEGATIVE_UNSUBSCRIBE | Send acknowledgment: "Done, you won't hear from us again." Remove from ALL sequences and lists immediately. | DO_NOT_CONTACT | Yes, permanent |
REFERRAL | Thank the original contact. Add the referred person as a new lead with source = "referral from [original contact]". Begin research on the referred person. | REPLIED (original) + create new lead | Yes (original) |
Generate a draft response for POSITIVE_DEMO, POSITIVE_INTERESTED, NEUTRAL_QUESTION, NEGATIVE_NOT_NOW, NEGATIVE_NOT_INTERESTED, and NEGATIVE_UNSUBSCRIBE categories.
Draft response rules:
outreach.tone from config: direct, helpful, zero fluffoutreach.banned_phrasescase_studies entry based on their industry/interest[CAL_LINK]outreach.sign_offReturn structured JSON:
{
"classification": "POSITIVE_INTERESTED",
"sentiment": "positive",
"confidence": "HIGH",
"summary": "Interested in CRO audit services, asked about pricing and timeline",
"questions_asked": [
"What are your rates?",
"How long does a CRO audit take?"
],
"objections": [],
"referrals": [],
"timeline_mentioned": null,
"interest_area": "Conversion Rate Optimization",
"recommended_action": "Reply with CRO audit pricing and Kibi Sports case study. Suggest 15-min call.",
"crm_stage_update": "REPLIED",
"pause_cadence": true,
"reactivation_date": null,
"draft_response": "Hey Sarah, glad this caught your eye. For CRO, we typically start with a full audit (takes about a week) -- for reference, our Kibi Sports audit uncovered issues causing 15-25% revenue loss, and the redesign drove measurable uplift in conversions.\n\nHappy to walk through what a quick audit of your store would look like. Got 15 min this week?\n\nEkata | Plasho (plasho.com)",
"new_leads_to_create": []
}
For REFERRAL classification, the new_leads_to_create array is populated:
{
"classification": "REFERRAL",
"sentiment": "neutral",
"confidence": "MEDIUM",
"summary": "Redirected to their Head of Ecommerce, Priya Sharma",
"questions_asked": [],
"objections": [],
"referrals": [
{
"name": "Priya Sharma",
"title": "Head of Ecommerce",
"company": "Brand X",
"email": null,
"source": "Referral from Sarah Chen"
}
],
"timeline_mentioned": null,
"interest_area": null,
"recommended_action": "Thank Sarah for the referral. Research Priya Sharma at Brand X. Add as new lead with referral source.",
"crm_stage_update": "REPLIED",
"pause_cadence": true,
"reactivation_date": null,
"draft_response": "Thanks Sarah, really appreciate the pointer. Will reach out to Priya.\n\nEkata | Plasho (plasho.com)",
"new_leads_to_create": [
{
"name": "Priya Sharma",
"title": "Head of Ecommerce",
"company": "Brand X",
"email": null,
"source": "Referral from Sarah Chen",
"priority": "HIGH"
}
]
}
Confidence levels:
Trigger phrases:
User: Analyze this reply: "Hey, interesting work on Kibi Sports. We're actually looking at overhauling our Shopify store. What would something like that cost for a mid-size D2C brand? Could do a call next week."
Assistant: [classifies as POSITIVE_DEMO, extracts pricing question + timeline "next week", recommends sending calendar link with 2-3 slots, generates draft response referencing Kibi Sports case study]
User: What do I do with this: "Thanks but we just hired an agency last month."
Assistant: [classifies as NEGATIVE_NOT_NOW, extracts objection "existing vendor", recommends polite acknowledgment with 90-day reminder, generates short gracious reply]
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日本語の概要は準備中です。原文の説明を表示しています。