moreminimore-marketing/docs/ALwrity Researcher/PHASE2_IMPLEMENTATION_SUMMARY.md

Phase 2 Implementation Summary: Writing Patterns & Style Intelligence

Date: 2025-12-31

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✅ Phase 2 Implementation Complete

What Was Implemented:

1. Style Patterns → Research Angles ✅

Enhancement: Generate research angles from actual writing patterns

Changes Made:

• Added _extract_writing_patterns() method to extract patterns from style_patterns
• Extracts from multiple sources:
  • patterns, common_patterns, writing_patterns
  • content_structure.patterns
  • analysis.identified_patterns
• Updated prompt to use extracted patterns for research angles:
  • "comparison" → "Compare {topic} solutions and alternatives"
  • "how-to" / "tutorial" → "Step-by-step guide to {topic} implementation"
  • "case-study" → "Real-world {topic} case studies and success stories"
  • "trend-analysis" → "Latest {topic} trends and future predictions"
  • "best-practices" → "{topic} best practices and industry standards"
  • "review" / "evaluation" → "{topic} review and evaluation criteria"
  • "problem-solving" → "{topic} problem-solving strategies and solutions"

Impact: Research angles now match user's actual writing patterns and content structure

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2. Vocabulary Level → Keyword Expansion Sophistication ✅

Enhancement: Create keyword expansion patterns matching user's vocabulary level

Changes Made:

• Extract vocabulary_level from content_characteristics
• Added vocabulary-based expansion logic:
  • Advanced: Technical, sophisticated terminology
    • Example: "AI" → ["machine learning algorithms", "neural network architectures", "deep learning frameworks"]
  • Medium: Balanced, professional terminology
    • Example: "AI" → ["artificial intelligence", "automated systems", "smart technology"]
  • Simple: Accessible, beginner-friendly terminology
    • Example: "AI" → ["smart technology", "automated tools", "helpful software"]
• Updated prompt to generate expansions at appropriate complexity level

Impact: Keyword expansions now match user's writing sophistication and audience level

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3. Style Guidelines → Query Enhancement Rules ✅

Enhancement: Create query enhancement rules from style guidelines

Changes Made:

• Added _extract_style_guidelines() method to extract guidelines from style_guidelines
• Extracts from multiple sources:
  • guidelines, recommendations, best_practices
  • tone_recommendations, structure_guidelines
  • vocabulary_suggestions, engagement_tips
  • audience_considerations, seo_optimization, conversion_optimization
• Updated prompt to create enhancement rules from guidelines:
  • "Use specific examples" → "Research: {query} with specific examples and case studies"
  • "Include data points" / "statistics" → "Research: {query} including statistics, metrics, and data analysis"
  • "Reference industry standards" → "Research: {query} with industry benchmarks and best practices"
  • "Cite authoritative sources" → "Research: {query} from authoritative sources and expert opinions"
  • "Provide actionable insights" → "Research: {query} with actionable strategies and implementation steps"
  • "Compare alternatives" → "Research: Compare {query} alternatives and evaluate options"

Impact: Query enhancement rules now align with user's writing style and content guidelines

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📋 Code Changes

File Modified: backend/services/research/research_persona_prompt_builder.py

Added:

1. Extraction of style_patterns, content_characteristics, style_guidelines from website analysis
2. _extract_writing_patterns() method (extracts up to 10 patterns)
3. _extract_style_guidelines() method (extracts up to 15 guidelines)
4. Vocabulary level extraction and usage
5. Enhanced prompt instructions for:
   • Pattern-based research angles
   • Vocabulary-sophisticated keyword expansion
   • Guideline-based query enhancement rules

Prompt Enhancements:

• Added "PHASE 2: WRITING PATTERNS & STYLE INTELLIGENCE" section
• Enhanced "KEYWORD INTELLIGENCE" section with vocabulary-based expansion
• Enhanced "RESEARCH ANGLES" section with pattern-based generation
• Enhanced "QUERY ENHANCEMENT" section with guideline-based rules

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🎯 Expected Benefits

1. Pattern-Aligned Research Angles: Research angles match user's actual writing patterns
2. Vocabulary-Appropriate Expansions: Keyword expansions match user's sophistication level
3. Guideline-Based Query Enhancement: Query rules follow user's style guidelines
4. Better Content Alignment: Research persona reflects user's writing style and preferences

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🔍 Pattern Extraction Logic

Writing Patterns Extracted From:

• style_patterns.patterns
• style_patterns.common_patterns
• style_patterns.writing_patterns
• style_patterns.content_structure.patterns
• style_patterns.analysis.identified_patterns

Pattern Normalization:

• Converted to lowercase
• Replaced underscores and spaces with hyphens
• Removed duplicates
• Limited to 10 most relevant patterns

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📚 Guideline Extraction Logic

Style Guidelines Extracted From:

• style_guidelines.guidelines
• style_guidelines.recommendations
• style_guidelines.best_practices
• style_guidelines.tone_recommendations
• style_guidelines.structure_guidelines
• style_guidelines.vocabulary_suggestions
• style_guidelines.engagement_tips
• style_guidelines.audience_considerations
• style_guidelines.seo_optimization
• style_guidelines.conversion_optimization

Guideline Normalization:

• Removed duplicates (case-insensitive)
• Filtered out very short guidelines (< 5 characters)
• Limited to 15 most relevant guidelines

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🧪 Testing Recommendations

1. Test Pattern Extraction:

   • User with "comparison" pattern → Should see "Compare {topic} solutions" angle
   • User with "how-to" pattern → Should see "Step-by-step guide" angle
   • User with "case-study" pattern → Should see "Real-world case studies" angle

2. Test Vocabulary Mapping:

   • Advanced vocabulary → Should get sophisticated keyword expansions
   • Simple vocabulary → Should get accessible keyword expansions
   • Medium vocabulary → Should get balanced keyword expansions

3. Test Guideline Extraction:

   • User with "Use specific examples" guideline → Should see enhancement rule for examples
   • User with "Include data points" guideline → Should see enhancement rule for statistics
   • User with "Reference industry standards" guideline → Should see enhancement rule for benchmarks

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📝 Next Steps (Phase 3)

Phase 3: High Impact, High Effort

• Full crawl_result analysis → Topic extraction, theme identification
• Complete writing style mapping → All research preferences
• Content strategy intelligence → Comprehensive preset generation

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✅ Implementation Status

• ✅ Style patterns extraction and research angle generation
• ✅ Vocabulary level extraction and sophisticated keyword expansion
• ✅ Style guidelines extraction and query enhancement rules
• ✅ Enhanced prompt instructions for all Phase 2 features
• ✅ Helper methods for pattern and guideline extraction

Status: Phase 2 Complete - Ready for Testing

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🔄 Combined Phase 1 + Phase 2 Benefits

With both phases implemented, the research persona now:

1. ✅ Generates presets based on actual content types
2. ✅ Maps research depth to writing complexity
3. ✅ Uses extracted keywords from website content
4. ✅ Creates research angles from writing patterns
5. ✅ Generates vocabulary-appropriate keyword expansions
6. ✅ Creates query enhancement rules from style guidelines

Result: Highly personalized research persona that reflects user's actual content strategy, writing style, and preferences.