Persana Lead Gen Agent

Uses a process of human in the loop iterative refinement search to find leads given a company description and target customer description.

Usage

With uv (preferred)

1. Create a new folder
2. Install uv
3. Init workspace

uv init

4. Install dependencies

uv add textual rich modaic dspy python-dotenv

5. Run the file

uv run main.py

With pip

1. Copy main.py to a new workspace folder.
2. Create a .env file with your API keys using the .example.env file.
3. Install dependencies

pip install textual rich modaic dspy python-dotenv

3. Run the file with python main.py.

Follow the prompts to create a new dataset.jsonl file.

Run Prompt Optimization

Starting accuracy 45.3% Once you have a dataset.jsonl file, you can optimize the agent with dspy's built in prompt optimization.

1. Create a file called compile.py with the following code. Replace <your-username> with your modaic username.

from sqlalchemy.sql import true
from dotenv import load_dotenv
import os
import dspy
import json
from dspy import Prediction, Example
from typing import Optional, Tuple


searcher = AutoAgent.from_precompiled(
    "swagginty/persana-lead-gen", api_key=os.getenv("PERSANA_KEY"), train=True
)
feedback_creator = searcher.feedback_creator


class SearchExample(Example):
    company_description: str
    target_customer: str
    selected_profiles: list[dict]


class SearchPrediction(Prediction):
    profiles: Optional[list[dict]]
    search_parameters: dict


def any_in(list: list[str], string: str):
    return any(item.lower() in string.lower() for item in list)


def include_profile(
    search_parameters: dict,
    profile: dict,
) -> Tuple[bool, Optional[str]]:
    if (titles := search_parameters.get("include_job_titles")) and (
        not any_in(titles, profile["experience_data"]["title"])
    ):
        return (
            False,
            f"include_job_titles: {titles} not in {profile}['experience_data']['title']",
        )
    if (companies := search_parameters.get("include_companies")) and (
        not any_in(companies, profile["experience_data"]["company_name"])
    ):
        return (
            False,
            f"include_companies: {companies} not in {profile}['experience_data']['company_name']",
        )
    if (company_types := search_parameters.get("company_types")) and (
        not any_in(company_types, profile["experience_data"]["company_type"])
    ):
        return (
            False,
            f"company_types: {company_types} not in {profile}['experience_data']['company_type']",
        )
    if (
        (company_keywords := search_parameters.get("company_include_keywords"))
        and not any_in(
            company_keywords, profile["experience_data"]["company_company_headline"]
        )
        and not any_in(
            company_keywords, profile["experience_data"]["company_description"]
        )
    ):
        return (
            False,
            f"company_include_keywords: {company_keywords} not in {profile}['experience_data']['company_company_headline'] or {profile}['experience_data']['company_description']",
        )
    return True, None


def exclude_profile(
    search_parameters: dict,
    profile: dict,
) -> Tuple[bool, Optional[str]]:
    if (titles := search_parameters.get("exclude_job_titles")) and (
        any_in(titles, profile["experience_data"]["title"])
    ):
        return (
            True,
            f"exclude_job_titles: {titles} in {profile}['experience_data']['title']",
        )
    if (companies := search_parameters.get("exclude_companies")) and (
        any_in(companies, profile["experience_data"]["company_name"])
    ):
        return (
            True,
            f"exclude_companies: {companies} in {profile}['experience_data']['company_name']",
        )
    if (company_keywords := search_parameters.get("company_exclude_keywords")) and (
        any_in(company_keywords, profile["experience_data"]["company_company_headline"])
        and any_in(company_keywords, profile["experience_data"]["company_description"])
    ):
        return (
            True,
            f"company_exclude_keywords: {company_keywords} in {profile}['experience_data']['company_company_headline'] or {profile}['experience_data']['company_description']",
        )
    return False, None


def get_search_eval(
    search_parameters: dict,
    target_profiles: list[dict],
) -> Tuple[float, list[dict]]:
    count = 0
    exclude_reasons = []
    for profile in target_profiles:
        include, exclude_reason = include_profile(search_parameters, profile)
        if include:
            exclude, exclude_reason = exclude_profile(search_parameters, profile)
            if not exclude:
                count += 1
        if exclude_reason:
            exclude_reasons.append(exclude_reason)
    score = count / len(target_profiles)
    return score, exclude_reasons


def evaluate_results_expensive(
    target: SearchExample,
    predictied: SearchPrediction,
    trace=None,
    pred_name=None,
    pred_trace=None,
) -> Prediction:
    """
    Evaluates the search results target results were retrieved
    """
    # How many of the target profiles were retrieved
    pred_ids = {result["profile_id"] for result in predictied.profiles}
    count = 0
    for t_result in target.selected_profiles:
        if t_result["profile_id"] in pred_ids:
            count += 1
    score = count / len(target.selected_profiles)

    target_ids = {result["profile_id"] for result in target.selected_profiles}
    # Which retrieved profiles were target profiles
    selected_preds = [
        result for result in predictied.profiles if result["profile_id"] in target_ids
    ]
    # Which retrieved profiles were not target profiles
    unselected_preds = [
        result
        for result in predictied.profiles
        if result["profile_id"] not in target_ids
    ]
    # Resuse feedback creator to get feedback for prompt creation
    feedback = feedback_creator(
        search_parameters=predictied.search_parameters,
        selected_profiles=selected_preds,
        unselected_profiles=unselected_preds,
        user_feedback=None,
    ).feedback
    return Prediction(
        score=score,
        feedback=feedback,
    )


def evaluate_results_cheap(
    target: SearchExample,
    predictied: SearchPrediction,
    trace=None,
    pred_name=None,
    pred_trace=None,
) -> Prediction:
    """
    Evaluates the search results target results were retrieved
    """
    # How many of the target profiles were retrieved
    score, unselected_profiles = get_search_eval(
        predictied.search_parameters, target.selected_profiles
    )
    feedback = (
        "The model failed to retrieve the following profiles in the search: "
        + ", ".join([str(profile) for profile in unselected_profiles])
    )
    return Prediction(
        score=score,
        feedback=feedback,
    )


if __name__ == "__main__":
    load_dotenv()

    data = [json.loads(line) for line in open("dataset.jsonl", "r")]
    trainset = [
        dspy.Example(
            company_description=e["company_description"],
            target_customer=e["target_customer"],
            selected_profiles=e["selected_profiles"],
        ).with_inputs("company_description", "target_customer")
        for e in data
    ]

    compiler = dspy.GEPA(
        metric=evaluate_results_cheap,
        reflection_lm=dspy.LM("openai/gpt-5", temperature=1.0, max_tokens=32000),
        auto="light",
    )
    compiled_searcher = compiler.compile(
        searcher,
        trainset=trainset,
    )
    compiled_searcher.save("compiled_searcher.json")
    compiled_searcher.push_to_hub("<your-username>/persana-lead-gen", with_code=True)

2. Run the file With uv:

uv run compile.py

With python:

python compile.py