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Ty Todd
2025-10-05 17:02:11 -07:00
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.example.env Normal file
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PERSANA_KEY=
ANTHROPIC_API_KEY=

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__init__.py Normal file
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agent/__init__.py Normal file
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agent/agent.py Normal file
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from modaic import PrecompiledAgent, PrecompiledConfig
import dspy
from typing import Literal, Optional, List
from typing_extensions import TypedDict
from .persana import PersanaClient, truncate_profiles
# Persana API Company Type Options
CompanyType = Literal[
"Public Company",
"Educational",
"Self Employed",
"Government Agency",
"Non Profit",
"Self Owned",
"Privately Held",
"Partnership",
]
# used to store feedback on the search parameters
class SearchFeedback(TypedDict):
search_parameters: dict
feedback: Optional[str]
# Defines the prompt signature for the agent that takes in the user's company description
# and target customer description and runs a search on the Persana API
class ICPTOSearchSignature(dspy.Signature):
"""
You are a marketing agent that comes up with the ideal people search paramaters for Persana given a
company description and a target customer description. The search API allows the following parameters:
- Included Job Titles
- Excluded Job Titles
- Included Companies
- Excluded Companies
- Company Type
- Company Include Keywords
- Company Exclude Keywords
- Included Industries
- Excluded Industries
You may use all or some of these parameters to craft your search. It is recommended not to use all parameters unless necessary.
"""
company_description: str = dspy.InputField(
description="The description of the company"
)
target_customer: str = dspy.InputField(
description="The target customer of the company"
)
feedback_history: List[SearchFeedback] = dspy.InputField(
description="Feedback on previous searches"
)
tools: list[dspy.Tool] = dspy.InputField()
tool_calls: dspy.ToolCalls = dspy.OutputField()
# Defines the prompt signature for the agent that takes in the search parameters, its search results,
# and optional user feedback on the search and generates feedback for the AI agent that generated the search parameters
class FeedbackSignature(dspy.Signature):
"""
You are a helpful assistant that helps a user give feedback to an AI agent that generates search parameters for a Persana API,
given a company description and a target customer description from the user. Use the search result profiles the user selected, along with the
results the user deselected, along with the feedback from the user to give feedback to the AI agent.
"""
search_parameters: dict = dspy.InputField(
description="The search parameters for the Persana API"
)
selected_profiles: List[dict] = dspy.InputField(
description="The profiles the user selected"
)
unselected_profiles: List[dict] = dspy.InputField(
description="The profiles the user did not select"
)
user_feedback: Optional[str] = dspy.InputField(
description="Feedback from the user on the previous search"
)
feedback: str = dspy.OutputField(
description="Feedback to the AI agent that generated the search parameters"
)
# Config for main agent, handles performance-altering parameters for the agent
class PersanaConfig(PrecompiledConfig):
model: str = "anthropic/claude-3-5-haiku-20241022"
class FeedbackDict(TypedDict):
selected_profiles: List[dict]
unselected_profiles: List[dict]
user_feedback: Optional[str]
# Main agent that handles the search and feedback
class PersanaSearcher(PrecompiledAgent):
config: PersanaConfig # ! important, used to link the config class to the agent
feedback_history: List[SearchFeedback] = []
search_parameters: Optional[dict] = None
response: Optional[dspy.Prediction] = (
None # stores last response (used for debugging purposes)
)
# Constructor, all PrecompiledAgent subclasses must have a constructor that takes in a config.
# You can optionally take in other variables specific to the environment
# It is recommended to track any performance-altering variables (model, temperature, etc.) in the config, not the constructor
def __init__(self, config: PersanaConfig, api_key: Optional[str] = None):
super().__init__(config)
self.client = PersanaClient(api_key=api_key)
self.search_creator = dspy.Predict(ICPTOSearchSignature)
self.search_creator.set_lm(dspy.LM(config.model))
self.feedback_creator = dspy.Predict(FeedbackSignature)
self.feedback_creator.set_lm(dspy.LM(config.model))
# all Modules must define a forward, contains the logic for the module. Called when you run PrecompiledAgent.__call__
def forward(
self,
company_description: str,
target_customer: str,
feedback_dict: Optional[FeedbackDict] = None,
) -> List[dict]:
"""
Runs a search on the Persana API with the given company description and target customer description.
Also saves the search parameters to self.search_parameters so they can be used for feedback later
Args:
company_description: The description of the company
target_customer: The target customer of the company
Returns:
The profiles returned from the search
"""
feedback_response = None
if feedback_dict is not None:
feedback_response = self.enter_feedback(
selected_profiles=feedback_dict["selected_profiles"],
unselected_profiles=feedback_dict["unselected_profiles"],
user_feedback=feedback_dict["user_feedback"],
).feedback
# retry up to 10 times if model generates invalid search parameters
search_tool = dspy.Tool(self.client.people_search)
for _ in range(10):
response = self.search_creator(
company_description=company_description,
target_customer=target_customer,
feedback_history=self.feedback_history,
tools=[search_tool],
)
tool_call = response.tool_calls.tool_calls[0]
self.search_parameters = tool_call.args
try:
profiles = search_tool(**tool_call.args)
self.response = response
if len(profiles) == 0:
self.feedback_history.append(
SearchFeedback(
search_parameters=self.search_parameters,
feedback="No profiles found. Try loosening the search parameters",
)
)
continue
return dspy.Prediction(
search_parameters=self.search_parameters,
profiles=profiles,
feedback=feedback_response,
)
except TypeError as e:
feedback = str(e)
self.feedback_history.append(
SearchFeedback(
search_parameters=self.search_parameters,
feedback=feedback,
)
)
raise Exception("Model failed to generate valid search parameters")
def enter_feedback(
self,
selected_profiles: List[dict],
unselected_profiles: List[dict],
user_feedback: Optional[str] = None,
) -> dspy.Prediction:
"""
Allows user to enter feedback on the previous search results
Args:
selected_profiles: The profiles the user selected
unselected_profiles: The profiles the user did not select
user_feedback: User's feedback on the previous search
Returns:
The feedback Prediction object (for debugging purposes)
"""
feedback_response = self.feedback_creator(
search_parameters=self.search_parameters,
selected_profiles=truncate_profiles(selected_profiles),
unselected_profiles=truncate_profiles(unselected_profiles),
user_feedback=user_feedback,
)
self.feedback_history.append(
SearchFeedback(
search_parameters=self.search_parameters,
feedback=feedback_response.feedback,
)
)
return feedback_response
if __name__ == "__main__":
import os
from dotenv import load_dotenv
load_dotenv()
searcher = PersanaSearcher(config=PersanaConfig(), api_key=os.getenv("PERSANA_KEY"))
results = searcher(
company_description="A company that makes software for businesses",
target_customer="A business that needs software",
)
print(results)
searcher.enter_feedback(
selected_profiles=results[:-1],
unselected_profiles=[results[-1]],
user_feedback="Look for businesses that would need mobile apps",
)
results = searcher(
company_description="A company that makes software for businesses",
target_customer="A business that needs software",
)
print("--------------------------------")
print("--------------------------------")
print("--------------------------------")
print("--------------------------------")
print(results)
print(searcher.feedback_history)
print(searcher.search_parameters)

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import requests
from typing import Optional, Literal, List
import os
from dotenv import load_dotenv
load_dotenv()
CompanyType = Literal[
"Public Company",
"Educational",
"Self Employed",
"Government Agency",
"Non Profit",
"Self Owned",
"Privately Held",
"Partnership",
]
class PersanaClient:
def __init__(self, api_key: Optional[str] = None):
self.api_key = api_key or os.getenv("PERSANA_KEY")
if not self.api_key:
raise ValueError("PERSANA_KEY is not set")
def people_search(
self,
include_job_titles: Optional[list[str]] = None,
exclude_job_titles: Optional[list[str]] = None,
include_companies: Optional[list[str]] = None,
exclude_companies: Optional[list[str]] = None,
company_types: Optional[list[CompanyType]] = None,
company_include_keywords: Optional[list[str]] = None,
company_exclude_keywords: Optional[list[str]] = None,
include_industries: Optional[list[str]] = None,
exclude_industries: Optional[list[str]] = None,
):
"""
Runs a persana people search with the given filter parameters and returns the results
Args:
include_job_titles: The job titles to include in the search. (Optional) should stay set to None unless requested
exclude_job_titles: The job titles to exclude from the search. (Optional) should stay set to None unless requested
include_companies: The companies to include in the search. (Optional) should stay set to None unless requested
exclude_companies: The companies to exclude from the search. (Optional) should stay set to None unless requested
company_type: The type of the company. (Optional) should stay set to None unless requested
company_include_keywords: The keywords to use to search for the company. (Optional) should stay set to None unless requested
company_exclude_keywords: The keywords to exclude from the search for the company. (Optional) should stay set to None unless requested
include_industries: The industries to include in the search. (Optional) should stay set to None unless requested
exclude_industries: The industries to exclude from the search. (Optional) should stay set to None unless requested
Returns:
The results of the people search
"""
params = {
"title_includes": include_job_titles,
"title_excludes": exclude_job_titles,
"companies_includes": include_companies,
"companies_excludes": exclude_companies,
"company_types": company_types,
"company_keywords_includes": company_include_keywords,
"company_keywords_excludes": company_exclude_keywords,
"industries_includes": include_industries,
"industries_excludes": exclude_industries,
}
params = {k: v for k, v in params.items() if v is not None}
response = requests.post(
"https://prod.api.persana.ai/api/v1/people/search",
headers={
"Content-Type": "application/json",
"x-api-key": self.api_key,
},
json=params,
)
json_data = response.json()
return json_data["data"]["profiles"]
if __name__ == "__main__":
client = PersanaClient()
result = client.people_search(
include_job_titles=["Software Engineer"],
exclude_job_titles=["CTO"],
include_companies=["Google"],
exclude_companies=["Apple"],
company_types=["Public Company"],
company_include_keywords=["Software"],
company_exclude_keywords=["Data"],
include_industries=["Technology"],
exclude_industries=["Finance"],
)
print(result)
def truncate_profiles(profiles: List[dict]) -> List[dict]:
new_profiles = []
experience_data_keep_keys = [
"title",
"company_name",
"company_company_headline",
"company_hero_image",
"company_description",
"company_type",
]
profile_keep_keys = ["name", "headline", "company", "title"]
for profile in profiles:
new_experience_data = {
k: v
for k, v in profile["experience_data"].items()
if k in experience_data_keep_keys
}
new_profile = {k: v for k, v in profile.items() if k in profile_keep_keys}
new_profile["experience_data"] = new_experience_data
new_profiles.append(new_profile)
return new_profiles

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auto_classes.json Normal file
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{
"AutoConfig": "agent.agent.PersanaConfig",
"AutoAgent": "agent.agent.PersanaSearcher"
}

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compile.py Normal file
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from agent.agent import PersanaSearcher, PersanaConfig
from dotenv import load_dotenv
import os
import dspy
import json
from dspy import Prediction, Example
searcher = PersanaSearcher(config=PersanaConfig(), api_key=os.getenv("PERSANA_KEY"))
feedback_creator = searcher.feedback_creator
searcher.push_to_hub("swagginty/persana-lead-gen", with_code=True)
raise Exception("Done")
class SearchExample(Example):
company_description: str
target_customer: str
selected_profiles: list[dict]
class SearchPrediction(Prediction):
profiles: list[dict]
search_parameters: dict
def evaluate_results(
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,
)
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,
auto="light",
reflection_lm=dspy.LM("openai/gpt-5", temperature=1.0, max_tokens=32000),
)
compiled_searcher = compiler.compile(searcher, trainset=trainset)
compiled_searcher.push_to_hub("swagginty/persana-lead-gen")

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from textual.app import App, ComposeResult
from textual.screen import Screen
from textual.widgets import (
Footer,
Header,
SelectionList,
Button,
TextArea,
Markdown,
MarkdownViewer,
)
from textual.containers import VerticalScroll, Horizontal, Vertical
from textual.binding import Binding
from textual.widgets.selection_list import Selection
from agent.agent import PersanaSearcher, PersanaConfig
from typing import Optional
from typing_extensions import TypedDict
import os
from dotenv import load_dotenv
import json
import dspy
from dspy.streaming import (
StatusMessage,
StatusMessageProvider,
StreamListener,
StreamResponse,
)
from litellm.types.utils import ModelResponseStream
load_dotenv()
searcher = PersanaSearcher(config=PersanaConfig(), api_key=os.getenv("PERSANA_KEY"))
class StartScreen(Screen):
BINDINGS = [
("ctrl+s", "start", "Start"),
Binding(key="ctrl+x", action="quit", description="Quit", priority=True),
]
def compose(self) -> ComposeResult:
yield Header()
yield TextArea(
placeholder="Enter your company description",
id="company_description",
)
yield TextArea(
placeholder="Enter your target customer",
id="target_customer",
)
yield Button("Start", classes="buttons", id="start", action="start")
yield Footer()
def action_start(self) -> None:
self.app.company_description = self.query_one(
"#company_description", TextArea
).text
self.app.target_customer = self.query_one("#target_customer", TextArea).text
self.app.profiles = None
self.app.all_selected_profiles = []
self.app.push_screen("select")
class Status(StatusMessageProvider):
def tool_start_status_message(self, instance, inputs):
return "\n\nRunning search...\n\n" + self.dict_to_markdown_table(
inputs["kwargs"]
)
def tool_end_status_message(self, instance, outputs):
"\n\n Done \n\n"
def dict_to_markdown_table(self, d: dict) -> str:
"""Convert a dict into a Markdown table with 'Name' and 'Value' columns."""
headers = ["Param", "Value"]
header_row = f"| {' | '.join(headers)} |"
separator = f"| {' | '.join(['---'] * len(headers))} |"
rows = []
for key, value in d.items():
formatted_value = self.format_value(value)
rows.append(f"| {key} | {formatted_value} |")
return "\n".join([header_row, separator, *rows])
def format_value(self, v):
if isinstance(v, list):
return ", ".join(v)
return str(v)
streaming_searcher = dspy.streamify(
searcher,
status_message_provider=Status(),
stream_listeners=[
StreamListener(
predict=searcher.feedback_creator,
signature_field_name="feedback",
allow_reuse=True,
)
],
)
class SelectScreen(Screen):
BINDINGS = [
Binding(key="ctrl+r", action="refine", description="Refine", priority=True),
Binding(key="ctrl+s", action="submit", description="Submit", priority=True),
Binding(key="escape", action="back", description="Back"),
]
def compose(self) -> ComposeResult:
yield Header()
yield Horizontal(
Vertical(
VerticalScroll(SelectionList[int](id="profiles"), id="profiles_scroll"),
TextArea(placeholder="Feedback for next search", id="feedback"),
id="left_container",
),
MarkdownViewer(show_table_of_contents=False),
id="main_container",
)
yield Horizontal(
Button("Refine", id="refine", action="screen.refine"),
Button("Submit", id="submit", action="screen.submit"),
classes="buttons",
)
yield Footer(id="footer")
def on_mount(self) -> None:
self.query_one("#profiles", SelectionList)._bindings.bind(
"right", "screen.view_profile", description="View Profile", priority=True
)
self.query_one("#footer", Footer).refresh_bindings()
def on_screen_resume(self, event) -> None:
if self.app.profiles is None:
self.run_worker(self.run_search(with_feedback=False), exclusive=True)
def action_refine(self) -> None:
selected_profiles = self.query_one("#profiles", SelectionList).selected
self.app.all_selected_profiles.extend(self.get_profiles(selected_profiles))
self.run_worker(self.run_search(with_feedback=True), exclusive=True)
def action_submit(self) -> None:
selected_profiles = self.query_one("#profiles", SelectionList).selected
self.app.all_selected_profiles.extend(self.get_profiles(selected_profiles))
visited = set()
new_selected_profiles = []
for profile in self.app.all_selected_profiles:
if profile["profile_id"] not in visited:
new_selected_profiles.append(profile)
visited.add(profile["profile_id"])
self.app.all_selected_profiles = new_selected_profiles
entry = {
"company_description": self.app.company_description,
"target_customer": self.app.target_customer,
"selected_profiles": self.app.all_selected_profiles,
}
with open("dataset.jsonl", "a", encoding="utf-8") as f:
f.write(json.dumps(entry))
f.write("\n")
self.app.all_selected_profiles = []
self.clear_content()
self.app.push_screen("start")
def action_view_profile(self) -> None:
selected_profile = self.query_one("#profiles", SelectionList).highlighted
self.app.push_screen(ProfileScreen(selected_profile))
def action_back(self) -> None:
if self.focused.id != "feedback":
self.app.push_screen("start")
def on_button_pressed(self, event: Button.Pressed) -> None:
if event.button.id == "refine":
self.action_refine()
elif event.button.id == "submit":
self.action_submit()
async def run_search(
self,
with_feedback: bool = False,
):
"""
Runs a search using the search agent and updates the pofiles list in UI. If with_feedback is True,
it will enter feedback and update the profiles list.
"""
viewer = self.query_one(MarkdownViewer)
ui_log = self.query_one(Markdown)
sl = self.query_one("#profiles", SelectionList)
sl.clear_options()
scroll = self.query_one("#profiles_scroll", VerticalScroll)
scroll.loading = True
feedback_dict = None
if with_feedback:
selected_profiles = self.query_one("#profiles", SelectionList).selected
num_profiles = len(self.query_one("#profiles", SelectionList).options)
unselected_profiles = list(
set(range(num_profiles)) - set(selected_profiles)
)
feedback_dict = {
"selected_profiles": self.get_profiles(selected_profiles),
"unselected_profiles": self.get_profiles(unselected_profiles),
"user_feedback": self.query_one("#feedback", TextArea).text,
}
stream = streaming_searcher(
company_description=self.app.company_description,
target_customer=self.app.target_customer,
feedback_dict=feedback_dict,
)
async for message in stream:
if isinstance(message, StatusMessage):
ui_log.append(message.message)
elif isinstance(message, dspy.Prediction):
self.app.profiles = message.profiles
elif isinstance(message, ModelResponseStream):
if message.choices[0].delta.content is not None:
ui_log.append(message.choices[0].delta.content)
elif isinstance(message, StreamResponse):
ui_log.append(message.chunk)
viewer.scroll_end(force=True)
for i, profile in enumerate(self.app.profiles):
summary = f"{profile['name']} - {profile['experience_data']['title']} | {profile['experience_data']['company_name']}"
option = Selection(summary, i)
sl.add_option(option)
scroll.loading = False
def get_profiles(self, indices: list[int]) -> list[dict]:
return [self.app.profiles[i] for i in indices]
def clear_content(self) -> None:
self.query_one("#profiles", SelectionList).clear_options()
self.query_one("#profiles_scroll", VerticalScroll).loading = False
self.query_one("#feedback", TextArea).text = ""
self.query_one(Markdown).update("")
class ProfileScreen(Screen):
BINDINGS = [
Binding(
key="left",
action="app.push_screen('select')",
description="Back to Select",
show=True,
priority=True,
),
Binding(
key="escape",
action="app.pop_screen",
description="Back",
priority=True,
show=True,
),
]
def __init__(self, profile: dict) -> None:
super().__init__()
self.profile = profile
def compose(self) -> ComposeResult:
yield Header()
yield Markdown(
markdown=self.get_profile_markdown(self.app.profiles[self.profile]),
id="profile",
)
yield Footer()
def get_profile_markdown(self, profile: dict):
headline = f"{profile['headline']} \n" if profile["headline"] else ""
md_text = (
f"# {profile['name']} - {profile['experience_data']['title']} · {profile['locality']} [🔗]({profile['url']})",
f"{headline}",
f"## {profile['experience_data']['company_name']} - {profile['experience_data']['company_locality']} · {profile['experience_data']['company_type']} [🔗]({profile['experience_data']['company_linkedin_url']})",
f"{profile['experience_data']['company_description']}",
)
md_text = "\n".join(md_text)
return md_text
class DatasetEntry(TypedDict):
company_description: str
target_customer: str
selected_profiles: list[dict]
class PersanaApp(App):
SCREENS = {"start": StartScreen, "select": SelectScreen, "profile": ProfileScreen}
BINDINGS = [
Binding(key="ctrl+x", action="quit", description="Quit", priority=True),
]
CSS = """
Horizontal {
height: 3;
}
Button {
width: 1fr; /* 👈 expands equally like flex:1 */
margin: 1;
background: #bae0f5;
}
#start{
height: 3;
}
#left_container {
height: 1fr;
}
#main_container {
height: 1fr;
}
#log {
height: 5;
width: 1fr;
}
"""
company_description: Optional[str] = None
target_customer: Optional[str] = None
profiles: Optional[list[dict]] = None
all_selected_profiles: list[dict] = []
dataset: list[DatasetEntry] = []
log_buffer: str = ""
def compose(self) -> ComposeResult:
yield StartScreen()
def on_mount(self) -> None:
self.push_screen("start")
if __name__ == "__main__":
app = PersanaApp()
app.run()

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pyproject.toml Normal file
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[project]
name = "persana-lead-gen"
version = "0.1.0"
description = "Add your description here"
readme = "README.md"
requires-python = ">=3.11"
dependencies = ["modaic>=0.3.0", "rich>=14.1.0", "textual>=6.2.1", "textual-dev>=1.7.0"]