SMS Enrichment

SMS enrichment analyzes a contact’s message history to extract profile data — name, email, company, sentiment, and more. It fills empty contact fields without overwriting user-entered data, then creates an AI Enrichment note and updates the contact memory.

How It Works

Trigger enrichment (individual or bulk)
  → Load all SMS messages for the contact
  → Format as chronological transcript (INBOUND/OUTBOUND labels)
  → Send to Gemini 3.1 Flash Lite via OpenRouter
  → Parse structured response (15 extracted fields)
  → Fill empty contact fields (never overwrite existing)
  → Create AiEnrichment note with extracted insights
  → Update contact memory with conversation analysis

Extraction Schema

The AI extracts a ConversationContactInfo struct with these fields:

Field	Type	Fill Rule
first_name	String	Only if contact’s first_name is empty
last_name	String	Only if contact’s last_name is empty
email	Option<String>	Only if contact has no existing emails
company	Option<String>	Only if company is None
job_title	Option<String>	Only if job_title is None
preferred_language	Option<String>	Only if preferred_language is None
timezone	Option<String>	Only if timezone is None
gender	String	Only if gender is None and confidence is "high"
pipeline_stage	String	Only if pipeline_stage is None; validated against: lead, prospect, qualified, customer, churned
ai_summary	Option<String>	Always overwritten (derived AI field)
interests	Vec<String>	Note only (not stored on contact)
next_steps	Vec<String>	Note only
key_dates	Vec<String>	Note only
pain_points	Vec<String>	Note only
sentiment	String	Note only ("positive", "neutral", "negative")

Fields like interests, next_steps, key_dates, pain_points, and sentiment are written to the AiEnrichment note and contact memory but not stored as contact fields.

API Endpoints

Individual Enrichment

POST /api/contacts/{contact_id}/enrich-from-messages

Enriches a single contact. Any authenticated member can call this. Returns 200 OK on success. Fails with 400 if the contact has no messages with text content.

Service: enrich_contact_from_messages(contact_id, organization_id) in src/mods/contact/services/ai/enrich_contact_from_messages_service.rs

Bulk Enrichment

POST /api/contacts/bulk-enrich-from-messages

Enriches multiple contacts in parallel. Owner or super admin only.

Request:

pub struct BulkEnrichRequest {
    pub contact_ids: Vec<Uuid>,  // max 50
    pub batch_id: Uuid,          // client-generated, used to track progress
}

Response:

pub struct BulkEnrichResult {
    pub batch_id: Uuid,
    pub total: usize,
    pub succeeded: usize,
    pub failed: usize,
    pub failed_ids: Vec<Uuid>,
}

Validation: All contact IDs must belong to the caller’s organization. Maximum 50 contacts per request.

Concurrency: Processes up to 10 contacts simultaneously using futures_util::stream::buffer_unordered. Individual failures are caught and counted — they don’t abort the batch.

WebSocket Progress Events

During bulk enrichment, the server publishes a progress event after each contact completes:

Event type: contact.enrich.progress

pub struct BulkEnrichProgress {
    pub batch_id: Uuid,
    pub contact_id: Uuid,
    pub succeeded: bool,
    pub completed: usize,
    pub total: usize,
}

Events are published via event_hub().publish_org(org_id, ...) and delivered to all connected clients in the organization through the existing WebSocket infrastructure.

UI Components

ContactEnrichSection

An “Enrich from SMS” button in the contact detail sidebar. Disabled when the contact has no messages.

#[component]
pub fn ContactEnrichSection(
    contact_id: Uuid,
    has_messages: bool,
    on_enriched: EventHandler,
) -> Element

Located in src/mods/contact/components/ai/contact_enrich_section_component.rs.

BulkEnrichBar

A floating bottom bar that appears when contacts are selected in the assignments view. Shows selection count → progress bar → completion summary.

#[component]
pub fn BulkEnrichBar(
    selected_ids: Signal<Vec<Uuid>>,
    on_enriched: EventHandler,
) -> Element

The bar has three states:

1. Idle — shows count and “Enrich from SMS” button
2. Processing — shows a ProgressBar driven by WebSocket events
3. Done — shows succeeded/failed counts with a dismiss button

Only renders for owners and super admins (matches the API restriction).

Located in src/mods/contact/components/ai/bulk_enrich_bar_component.rs.

ProgressBar

A reusable horizontal progress bar component:

#[component]
pub fn ProgressBar(
    value: f64,                        // 0.0 to 1.0
    #[props(default)] class: String,
    #[props(default)] label: Option<String>,
) -> Element

Located in src/ui/progress_bar_ui.rs.

Configuration

Setting	Value
AI model	google/gemini-3.1-flash-lite-preview via OpenRouter
API key	openrouter_api_key in core_conf table
Bulk concurrency	10 (hardcoded as BULK_ENRICH_CONCURRENCY)
Max batch size	50 contacts
Message truncation	500 chars per message body

Side Effects

Each enrichment creates two artifacts:

1. AiEnrichment note — a user-visible note with origin: Workflow, area: AiEnrichment, containing updated fields, summary, sentiment, interests, next steps, key dates, and pain points
2. Contact memory update — appends the full extraction to the contact’s system memory note via update_contact_memory_after_call

Related

• Contact — parent module with call-based enrichment
• Contact Notes — where enrichment notes appear
• Contact Memory — updated after each enrichment
• Real-Time WebSocket — delivers bulk progress events