bicep_prompts

Author: UtkarshMishra-Microsoft

ClientAdvisor/Deployment/bicep/main.bicep

@@ -24,12 +24,48 @@ var solutionLocation = resourceGroupLocation
 var baseUrl = 'https://raw.githubusercontent.com/microsoft/Build-your-own-copilot-Solution-Accelerator/main/ClientAdvisor/'
 var appversion = 'latest'
 
-var functionAppSqlPrompt = '''Genereate a valid T-SQL query to find {query} for tables and columns provided below:\r\n    1. Table: Clients\r\n    Columns: ClientId,Client,Email,Occupation,MaritalStatus,Dependents\r\n    2. Table: InvestmentGoals\r\n    Columns: ClientId,InvestmentGoal\r\n    3. Table: Assets\r\n    Columns: ClientId,AssetDate,Investment,ROI,Revenue,AssetType\r\n    4. Table: ClientSummaries\r\n    Columns: ClientId,ClientSummary\r\n    5. Table: InvestmentGoalsDetails\r\n    Columns: ClientId,InvestmentGoal,TargetAmount,Contribution\r\n    6. Table: Retirement\r\n    Columns: ClientId,StatusDate,RetirementGoalProgress,EducationGoalProgress\r\n    7.Table: ClientMeetings\r\n    Columns: ClientId,ConversationId,Title,StartTime,EndTime,Advisor,ClientEmail\r\n    Always use Investement column from Assets table as the value.\r\n    Assets table has snapshots of values by date. Do not add numbers across different dates for total values.\r\n    Do not use client name in filters.\r\n    Do not include assets values unless asked for.\r\n    ALWAYS use ClientId = {clientid} in the query filter.\r\n    ALWAYS select Client Name(Column- Client) in the query.\r\n    Query filters are IMPORTANT. Add filters like AssetType, AssetDate, etc. if needed.\r\n    Only return the generated sql query. Do not return anything else'''
+var functionAppSqlPrompt = '''Genereate a valid T-SQL query to find {query} for tables and columns provided below:
+    1. Table: Clients  
+    Columns: ClientId, Client, Email, Occupation, MaritalStatus, Dependents  
 
-var functionAppCallTranscriptSystemPrompt = '''You are an assistant who supports wealth advisors in preparing for client meetings.\r\nYou have access to the client’s past meeting call transcripts, which you can use to provide relevant insights and information.\r\nAnswer questions asked about the clients based on the available transcripts.'''
+    2. Table: InvestmentGoals  
+    Columns: ClientId, InvestmentGoal  
 
-var functionAppStreamTextSystemPrompt = '''You are a helpful assistant to a Wealth Advisor. For any query provided, produce a detailed answer based solely on available client data from the SQL database or call transcripts. If no data is found for that query or client, respond with 'No data found for that client.' Remove any client identifiers from the final response.'''
+    3. Table: Assets  
+    Columns: ClientId, AssetDate, Investment, ROI, Revenue, AssetType  
 
+    4. Table: ClientSummaries  
+    Columns: ClientId, ClientSummary  
+
+    5. Table: InvestmentGoalsDetails  
+    Columns: ClientId, InvestmentGoal, TargetAmount, Contribution  
+
+    6. Table: Retirement  
+    Columns: ClientId, StatusDate, RetirementGoalProgress, EducationGoalProgress  
+
+    7. Table: ClientMeetings  
+    Columns: ClientId, ConversationId, Title, StartTime, EndTime, Advisor, ClientEmail  
+
+    Always use Investment column from Assets table as the value.  
+    Assets table has snapshots of values by date. Do not add numbers across different dates for total values.  
+    Do not use client name in filters.  
+    Do not include assets values unless asked for.  
+    ALWAYS use ClientId = {clientid} in the query filter.  
+    ALWAYS select Client Name (Column - Client) in the query.  
+    Query filters are IMPORTANT. Add filters like AssetType, AssetDate, etc. if needed.  
+    Only return the generated SQL query. Do not return anything else.'''
+
+
+var functionAppCallTranscriptSystemPrompt = '''You are an assistant who supports wealth advisors in preparing for client meetings.  
+  You have access to the client’s past meeting call transcripts, which you can use to provide relevant insights and information.  
+  Answer questions asked about the clients based on the available transcripts.'''
+
+var functionAppStreamTextSystemPrompt = '''You are a helpful assistant to a Wealth Advisor.
+  For any query provided, produce a detailed answer based solely on available client data from the SQL database or call transcripts.  
+  If no data is found for that query or client, respond with 'No data found for that client.'  
+  Remove any client identifiers from the final response.'''
+
+  
 // ========== Managed Identity ========== //
 module managedIdentityModule 'deploy_managed_identity.bicep' = {
   name: 'deploy_managed_identity'