email-smart-reply

Category: Email Automation
Status: Production-Ready
Version: 1.0.0
Created: 2026-03-24
Maintainer: WILSON + IRON

Description

Intelligent email auto-reply pipeline for B2B sales. Automatically classifies incoming emails by intent, retrieves relevant knowledge from your knowledge base, generates personalized reply drafts, and routes them through a Discord-based human review workflow before sending.

Pipeline: IMAP fetch → Intent Recognition → KB Retrieval → Reply Generation → Discord Review → SMTP Send

This skill is designed for B2B electronics manufacturing email workflows. It understands product lines (HDMI/DP/USB/LAN cables), customer intent categories specific to electronics manufacturing, and integrates with CRM data.

Core Modules

Intent Categories

Defined in config/intent-schema.json:

Confidence threshold: 0.75 (below this → needs_manual = true, no auto-draft sent)

Usage

Run Full Pipeline (Dry Run)

cd $WORKSPACE/skills/email-smart-reply/scripts
node integration-test.js --dry-run --limit 5

Run Full Pipeline (Live - sends to Discord review)

node integration-test.js --limit 10

Intent Recognition Only

const { recognizeIntent } = require('./scripts/intent-recognition');
const result = await recognizeIntent(emailText);
// Returns: { intent, confidence, method: 'llm'|'keyword' }

KB Retrieval Only

const { retrieveKB } = require('./scripts/kb-retrieval');
const results = await retrieveKB({ intent, emailText });
// Returns: { found, results: [{source, content}], queries }

Generate Reply Draft

const { generateReply } = require('./scripts/reply-generation');
const draft = await generateReply({ email, intentResult, kbResults });
// Returns: { draft_id, subject, body, needs_manual, reason } or null
// Draft saved to: $WORKSPACE/skills/imap-smtp-email/drafts/

Push to Discord Review

const { pushToDiscordReview } = require('./scripts/discord-review');
await pushToDiscordReview({ draft, email, intentResult });
// Sends embed with Approve/Edit/Discard buttons to #email-review channel

Discord Review CLI (manual actions)

node scripts/discord-review.js test          # Send test embed
node scripts/discord-review.js approve <draft_id>
node scripts/discord-review.js discard <draft_id>

Draft ID Format

DRAFT-{timestamp}-{3-letter-prefix}

Dependencies

External Services

• IMAP/SMTP: Configured email account via enterprise mail provider
• OpenRouter API: LLM intent classification (API key in .env)
• Discord Bot: Token + channel (configured in config/discord-config.json)

Local Skills/Tools

• $WORKSPACE/skills/imap-smtp-email/ — IMAP/SMTP transport layer
• $WORKSPACE/vector_store/okki_vector_search_v3.py — LanceDB vector search
• $KB_PATH — Product knowledge base (Obsidian vault)

Node.js Packages

• imap / nodemailer — email transport (inherited from imap-smtp-email skill)
• node-fetch — OpenRouter API calls
• discord.js — Discord bot integration

Configuration

config/intent-schema.json

• Intent definitions, keywords (EN + ZH), confidence thresholds
• Fallback behaviors per intent type
• Global settings (multi-intent handling, language detection)

config/discord-config.json

• bot_token: Discord bot token
• channel_id: Target channel for review embeds (<your-discord-channel-id>)
• review_timeout_minutes: Auto-discard timeout (default: 30)

Safety Guarantees

1. No blind sending: All drafts require human approval via Discord before SMTP send
2. Low confidence → manual: Confidence < 0.75 sets needs_manual=true, skips Discord push, queues for manual review
3. Complaint escalation: Complaint intent never auto-drafts; always escalates to human
4. Spam filtering: Spam intent immediately discarded, no draft created
5. Dry-run mode: --dry-run flag for safe testing without real sends or Discord posts
6. Fallback degradation: LLM unavailable → keyword matching; IMAP unavailable → sample emails

Development History

Task: task-001 | Phase: 1 | Iterations: 5 | Duration: ~2.5 hours

Key Design Decisions:

• Single-subtask-per-iteration strategy after initial timeout failure
• LLM → keyword cascade for intent recognition robustness
• Discord embed review (not email approval) for fast human-in-the-loop UX
• needs_manual flag as primary safety gate (not confidence threshold alone)
• Reviews stored locally in reviews-pending/ as fallback if Discord is unavailable

Known Limitations (Phase 1):

• Integration tests use sample emails (real IMAP auth was unavailable in test env)
• LLM intent classification falls back to keyword matching (confidence ~0.4–0.6)
• Discord live push not tested in dry-run (separately verified in Iteration 4)

Phase 2 Roadmap

1. Real IMAP testing — Run pipeline against actual incoming emails, measure intent accuracy
2. LLM availability — Ensure OpenRouter API accessible in production
3. Discord Bot permissions — Confirm bot has send access to #email-review channel
4. Cron job — Schedule integration-test.js every 30 minutes via cron
5. Manual queue monitoring — Alert when needs_manual backlog exceeds threshold

File Structure

email-smart-reply/
├── SKILL.md                    ← This file
├── README.md                   ← Quick start guide
├── scripts/
│   ├── intent-recognition.js   ← LLM + keyword intent classifier
│   ├── kb-retrieval.js         ← LanceDB + Obsidian knowledge retrieval
│   ├── reply-generation.js     ← Template-based reply drafts
│   ├── discord-review.js       ← Discord embed review workflow
│   └── integration-test.js     ← End-to-end pipeline runner
├── config/
│   ├── intent-schema.json      ← Intent categories and thresholds
│   └── discord-config.json     ← Discord bot configuration
└── drafts/                     ← Generated draft replies (gitignored)

Environment Variables

Create a .env file in the skill root:

# LLM API
OPENROUTER_API_KEY=your-openrouter-api-key

# Knowledge Base Path (e.g. Obsidian vault)
KB_PATH=/path/to/your/knowledge-base

# Draft output directory
DRAFTS_DIR=./drafts

# Discord Review (optional)
DISCORD_BOT_TOKEN=your-discord-bot-token
DISCORD_REVIEW_CHANNEL_ID=your-channel-id

# IMAP (to read incoming emails)
IMAP_HOST=imap.your-provider.com
IMAP_PORT=993
IMAP_USER=your@email.com
IMAP_PASS=your-password

Source

This skill is a packaged, documented, reusable version of the email automation pipeline.