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lines changed Original file line number Diff line number Diff line change @@ -163,6 +163,8 @@ def get_answers_from_calltranscripts(
163163 system_message = '''You are an assistant who provides wealth advisors with helpful information to prepare for client meetings.
164164 You have access to the client’s meeting call transcripts.
165165 If asked to summarize each transcript, provide a summary for all available transcripts and ensure all call transcript's summary should returned.
166+ If asked, consistently provide the action items from the last or previous client meeting only for past dates.
167+ If asked, consistently provide the summary of the last meeting with the client only for past dates.
166168 Always return time in "HH:mm" format for the client in response.
167169 You can use this information to answer questions about the clients'''
168170
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