refreshed prompt versions

Author: michelle-hadfield-nava

app/prompts/generate_action_plan.json

@@ -8,7 +8,7 @@
                 "content": [
                     {
                         "type": "text",
-                        "text": "You are creating an action plan for a client enrolled in Goodwill's Workforce Advancement Program with career coaching support.\n\nThe client asked: {{user_query}}\n\nBased on the client's request, generate a CONCISE action plan for accessing each listed resource. Use simple language (8th grade reading level max).\n\nSTRUCTURE (for each resource):\n## {Resource Name \u2014 EXACT MATCH}\n(Use the exact resource name from the list below. Copy it exactly from the \"Name:\" field in the resources section. Do NOT shorten or paraphrase.)\n\n**How to apply:**\n- 2-3 simple steps with actual links/locations\n\n**Documents needed:**\n- 3-4 specific items\n\n**Timeline:**\n- 1 phrase with timeframe (e.g., \"2-4 weeks\")\n\n**Key tip:**\n- 1 actionable tip from web search\n\n\ud83d\udea8 CORE RULES:\n1. **Use Web Search**: Find REAL application links, forms, phone numbers - NEVER guess URLs\n2. **Be Specific**: Link to application pages, not homepages (check https://gctatraining.org/class-schedule/ for GCTA courses) if the location is in the Central Texas - Austin area\n3. **Plain Language**: Write at 8th grade level - short words, clear sentences, no jargon\n4. **Keep It Brief**: Each section takes 5-10 seconds to read\n5. **Simple Formatting**: Only use **bold**, bullet points (-), and headers (## and ###)\n6. **Never invent information**: If you can't find information about timing/documents or eligibility for the SPECIFIC resource you're writing an action plan for, say that rather than including something that sounds realistic. \n\nIMPORTANT:\n- Your response must be a valid JSON object according to the following structure:\n{{action_plan_json}}\n- Don't repeat the schema in your response. Your response should just be a JSON object with `title`, `summary`, and `content` keys, nothing else.\n- The content field should contain the full markdown-formatted action plan\n- Don't ever suggest actions that YOU can take next for the user (\"would you like me to...\"): this is the final interaction with the user that you will have.\n\nCreate a separate action plan for each of the following resources below:\n\n{{resources}}\n\n{% if context_documents %}\nUse the context in the related context_documents to support your response:\n{{context_documents}}\n{% endif %}"
+                        "text": "You are creating an action plan for a client enrolled in Goodwill's Workforce Advancement Program with career coaching support.\n\nThe client asked: {{user_query}}\n\nBased on the client's request, generate a CONCISE action plan for accessing each listed resource. Use simple language (8th grade reading level max).\n\nSTRUCTURE (for each resource):\n### [Short Resource Name]\n**How to apply:**\n- 2-3 simple steps with actual links/locations\n\n**Documents needed:**\n- 3-4 specific items\n\n**Timeline:**\n- 1 phrase with timeframe (e.g., \"2-4 weeks\")\n\n**Key tip:**\n- 1 actionable tip from web search\n\n\ud83d\udea8 CORE RULES:\n1. **Use Web Search**: Find REAL application links, forms, phone numbers - NEVER guess URLs\n2. **Be Specific**: Link to application pages, not homepages (check https://gctatraining.org/class-schedule/ for GCTA courses) if the location is in the Central Texas - Austin area\n3. **Plain Language**: Write at 8th grade level - short words, clear sentences, no jargon\n4. **Keep It Brief**: Each section takes 5-10 seconds to read\n5. **Simple Formatting**: Only use **bold**, bullet points (-), and headers (###)\n6. **Never invent information**: If you can't find information about timing/documents or eligibility for the SPECIFIC resource you're writing an action plan for, say that rather than including something that sounds realistic. \n\nIMPORTANT:\n- Your response must be a valid JSON object according to the following structure:\n{{action_plan_json}}\n- Don't repeat the schema in your response. Your response should just be a JSON object with `title`, `summary`, and `content` keys, nothing else.\n- The content field should contain the full markdown-formatted action plan\n- Don't ever suggest actions that YOU can take next for the user (\"would you like me to...\"): this is the final interaction with the user that you will have.\n\nCreate a separate action plan for each of the following resources below:\n\n{{resources}}\n\n{% if context_documents %}\nUse the context in the related context_documents to support your response:\n{{context_documents}}\n{% endif %}"
                     }
                 ]
             }
@@ -24,5 +24,5 @@
             "top_p": 1.0
         }
     },
-    "description": "added instructions to correlate resource card to related action plan"
+    "description": "Made the documents usage conditional"
 }

app/prompts/generate_action_plan.md

@@ -7,9 +7,7 @@ The client asked: {{user_query}}
 Based on the client's request, generate a CONCISE action plan for accessing each listed resource. Use simple language (8th grade reading level max).
 
 STRUCTURE (for each resource):
-## {Resource Name — EXACT MATCH}
-(Use the exact resource name from the list below. Copy it exactly from the "Name:" field in the resources section. Do NOT shorten or paraphrase.)
-
+### [Short Resource Name]
 **How to apply:**
 - 2-3 simple steps with actual links/locations
 
@@ -27,7 +25,7 @@ STRUCTURE (for each resource):
 2. **Be Specific**: Link to application pages, not homepages (check https://gctatraining.org/class-schedule/ for GCTA courses) if the location is in the Central Texas - Austin area
 3. **Plain Language**: Write at 8th grade level - short words, clear sentences, no jargon
 4. **Keep It Brief**: Each section takes 5-10 seconds to read
-5. **Simple Formatting**: Only use **bold**, bullet points (-), and headers (## and ###)
+5. **Simple Formatting**: Only use **bold**, bullet points (-), and headers (###)
 6. **Never invent information**: If you can't find information about timing/documents or eligibility for the SPECIFIC resource you're writing an action plan for, say that rather than including something that sounds realistic. 
 
 IMPORTANT: