FEATURE: triage using persona

This is far simpler to configure than using custom tools

config/locales/client.en.yml

@@ -99,6 +99,15 @@ en:
               label: "Tool"
               description: "Tool to use for triage (tool must have no parameters defined)"
 
+
+        llm_persona_triage:
+          fields:
+            persona:
+              label: "Persona"
+              description: "AI Persona to use for triage (must have default LLM and User set)"
+            whisper:
+              label: "Reply as Whisper"
+              description: "Whether the persona's response should be a whisper"
         llm_triage:
           fields:
             system_prompt:

config/locales/server.en.yml

@@ -9,6 +9,9 @@ en:
       llm_tool_triage:
         title: Triage posts using AI Tool
         description: "Triage posts using custom logic in an AI tool"
+      llm_persona_triage:
+        title: Triage posts using AI Persona
+        description: "Respond to posts using a specific AI persona"
       llm_triage:
         title: Triage posts using AI
         description: "Triage posts using a large language model"

discourse_automation/llm_persona_triage.rb

@@ -0,0 +1,55 @@
+# frozen_string_literal: true
+
+if defined?(DiscourseAutomation)
+  DiscourseAutomation::Scriptable.add("llm_persona_triage") do
+    version 1
+    run_in_background
+
+    triggerables %i[post_created_edited]
+
+    field :persona,
+          component: :choices,
+          required: true,
+          extra: {
+            content: DiscourseAi::Automation.available_persona_choices,
+          }
+    field :whisper, component: :boolean
+
+    script do |context, fields|
+      post = context["post"]
+      next if post&.user&.bot?
+
+      persona_id = fields["persona"]["value"]
+      whisper = fields["whisper"]["value"]
+
+      begin
+        RateLimiter.new(
+          Discourse.system_user,
+          "llm_persona_triage_#{post.id}",
+          SiteSetting.ai_automation_max_triage_per_post_per_minute,
+          1.minute,
+        ).performed!
+
+        RateLimiter.new(
+          Discourse.system_user,
+          "llm_persona_triage",
+          SiteSetting.ai_automation_max_triage_per_minute,
+          1.minute,
+        ).performed!
+
+        DiscourseAi::Automation::LlmPersonaTriage.handle(
+          post: post,
+          persona_id: persona_id,
+          whisper: whisper,
+          automation: self.automation,
+        )
+      rescue => e
+        Discourse.warn_exception(
+          e,
+          message: "llm_persona_triage: skipped triage on post #{post.id}",
+        )
+        raise e if Rails.env.tests?
+      end
+    end
+  end
+end

discourse_automation/llm_tool_triage.rb

@@ -17,6 +17,7 @@
     script do |context, fields|
       tool_id = fields["tool"]["value"]
       post = context["post"]
+      return if post&.user&.bot?
 
       begin
         RateLimiter.new(

lib/ai_bot/playground.rb

@@ -170,7 +170,7 @@ def update_playground_with(post)
         schedule_bot_reply(post) if can_attach?(post)
       end
 
-      def conversation_context(post)
+      def conversation_context(post, style: nil)
         # Pay attention to the `post_number <= ?` here.
         # We want to inject the last post as context because they are translated differently.
 
@@ -205,6 +205,7 @@ def conversation_context(post)
             )
 
         builder = DiscourseAi::Completions::PromptMessagesBuilder.new
+        builder.topic = post.topic
 
         context.reverse_each do |raw, username, custom_prompt, upload_ids|
           custom_prompt_translation =
@@ -245,7 +246,7 @@ def conversation_context(post)
           end
         end
 
-        builder.to_a
+        builder.to_a(style: style || (post.topic.private_message? ? :bot : :topic))
       end
 
       def title_playground(post, user)
@@ -418,7 +419,7 @@ def get_context(participants:, conversation_context:, user:, skip_tool_details:
         result
       end
 
-      def reply_to(post, custom_instructions: nil, whisper: nil, &blk)
+      def reply_to(post, custom_instructions: nil, whisper: nil, context_style: nil, &blk)
         # this is a multithreading issue
         # post custom prompt is needed and it may not
         # be properly loaded, ensure it is loaded
@@ -439,7 +440,7 @@ def reply_to(post, custom_instructions: nil, whisper: nil, &blk)
         context =
           get_context(
             participants: post.topic.allowed_users.map(&:username).join(", "),
-            conversation_context: conversation_context(post),
+            conversation_context: conversation_context(post, style: context_style),
             user: post.user,
           )
         context[:post_id] = post.id

lib/automation.rb

@@ -37,5 +37,19 @@ def self.available_models
 
       values
     end
+
+    def self.available_persona_choices
+      AiPersona
+        .joins(:user)
+        .where.not(user_id: nil)
+        .where.not(default_llm: nil)
+        .map do |persona|
+          {
+            id: persona.id,
+            translated_name: persona.name,
+            description: "#{persona.name} (#{persona.user.username})",
+          }
+        end
+    end
   end
 end

lib/automation/llm_persona_triage.rb

@@ -0,0 +1,26 @@
+# frozen_string_literal: true
+module DiscourseAi
+  module Automation
+    module LlmPersonaTriage
+      def self.handle(post:, persona_id:, whisper: false, automation: nil)
+        ai_persona = AiPersona.find_by(id: persona_id)
+        return if ai_persona.nil?
+
+        persona_class = ai_persona.class_instance
+        persona = persona_class.new
+
+        bot_user = ai_persona.user
+        return if bot_user.nil?
+
+        bot = DiscourseAi::AiBot::Bot.as(bot_user, persona: persona)
+        playground = DiscourseAi::AiBot::Playground.new(bot)
+
+        playground.reply_to(post, whisper: whisper, context_style: :topic)
+      rescue => e
+        Rails.logger.error("Error in LlmPersonaTriage: #{e.message}\n#{e.backtrace.join("\n")}")
+        raise e if Rails.env.test?
+        nil
+      end
+    end
+  end
+end

lib/completions/prompt_messages_builder.rb

@@ -4,8 +4,10 @@ module DiscourseAi
   module Completions
     class PromptMessagesBuilder
       MAX_CHAT_UPLOADS = 5
+      MAX_TOPIC_UPLOADS = 5
       attr_reader :chat_context_posts
       attr_reader :chat_context_post_upload_ids
+      attr_accessor :topic
 
       def initialize
         @raw_messages = []
@@ -41,6 +43,7 @@ def set_chat_context_posts(post_ids, guardian, include_uploads:)
 
       def to_a(limit: nil, style: nil)
         return chat_array(limit: limit) if style == :chat
+        return topic_array if style == :topic
         result = []
 
         # this will create a "valid" messages array
@@ -127,6 +130,58 @@ def push(type:, content:, name: nil, upload_ids: nil, id: nil, thinking: nil)
 
       private
 
+      def topic_array
+        raw_messages = @raw_messages.dup
+
+        user_content = +"You are operating in a Discourse forum.\n\n"
+
+        if @topic
+          if @topic.private_message?
+            user_content << "Private message info.\n"
+          else
+            user_content << "Topic information:\n"
+          end
+
+          user_content << "- URL: #{@topic.url}\n"
+          user_content << "- Title: #{@topic.title}\n"
+          if SiteSetting.tagging_enabled
+            tags = @topic.tags.pluck(:name)
+            tags -= DiscourseTagging.hidden_tag_names if tags.present?
+            user_content << "- Tags: #{tags.join(", ")}\n" if tags.present?
+          end
+          if !@topic.private_message?
+            user_content << "- Category: #{@topic.category.name}\n" if @topic.category
+          end
+          user_content << "- Number of replies: #{@topic.posts_count - 1}\n\n"
+        end
+
+        last_user_message = raw_messages.pop
+
+        upload_ids = []
+        if raw_messages.present?
+          user_content << "Here is the conversation so far:\n"
+          raw_messages.each do |message|
+            user_content << "#{message[:name] || "User"}: #{message[:content]}\n"
+            upload_ids.concat(message[:upload_ids]) if message[:upload_ids].present?
+          end
+        end
+
+        if last_user_message
+          user_content << "You are responding to #{last_user_message[:name] || "User"} who just said:\n #{last_user_message[:content]}"
+          if last_user_message[:upload_ids].present?
+            upload_ids.concat(last_user__message[:upload_ids])
+          end
+        end
+
+        user_message = { type: :user, content: user_content }
+
+        if upload_ids.present?
+          user_message[:upload_ids] = upload_ids[-MAX_TOPIC_UPLOADS..-1] || upload_ids
+        end
+
+        [user_message]
+      end
+
       def chat_array(limit:)
         if @raw_messages.length > 1
           buffer =
@@ -155,7 +210,7 @@ def chat_array(limit:)
         end
 
         last_message = @raw_messages[-1]
-        buffer << "#{last_message[:name] || "User"} said #{last_message[:content]} "
+        buffer << "#{last_message[:name] || "User"}: #{last_message[:content]} "
 
         message = { type: :user, content: buffer }
         upload_ids.concat(last_message[:upload_ids]) if last_message[:upload_ids].present?

plugin.rb

@@ -78,6 +78,7 @@ def self.public_asset_path(name)
   require_relative "discourse_automation/llm_triage"
   require_relative "discourse_automation/llm_report"
   require_relative "discourse_automation/llm_tool_triage"
+  require_relative "discourse_automation/llm_persona_triage"
 
   add_admin_route("discourse_ai.title", "discourse-ai", { use_new_show_route: true })
 

spec/lib/completions/prompt_messages_builder_spec.rb

@@ -40,4 +40,28 @@
     expected = [{ type: :user, content: "Alice: Echo 123 please\nJames: OK" }]
     expect(builder.to_a).to eq(expected)
   end
+
+  it "should format messages for topic style" do
+    # Create a topic with tags
+    topic = Fabricate(:topic, title: "This is an Example Topic")
+
+    # Add tags to the topic
+    topic.tags = [Fabricate(:tag, name: "tag1"), Fabricate(:tag, name: "tag2")]
+    topic.save!
+
+    builder.topic = topic
+    builder.push(type: :user, content: "I like frogs", name: "Bob")
+    builder.push(type: :user, content: "How do I solve this?", name: "Alice")
+
+    result = builder.to_a(style: :topic)
+
+    content = result[0][:content]
+
+    expect(content).to include("This is an Example Topic")
+    expect(content).to include("tag1")
+    expect(content).to include("tag2")
+    expect(content).to include("Bob: I like frogs")
+    expect(content).to include("Alice")
+    expect(content).to include("How do I solve this")
+  end
 end