Octopus
Recalling Procedures
Procedure recall matches the user's task description against stored procedure trigger patterns. The match can be pattern-based (regex/glob), embedding-based (semantic similarity), or exact name match.
FindMatchAsync Implementation
public class ProceduralMemoryService : IProceduralMemoryStore
{
public async Task<Procedure?> FindMatchAsync(
string taskDescription, Guid agentId, string tenantId,
CancellationToken ct = default)
{
// Load all approved procedures for this agent (+ shared)
var procedures = await _db.Procedures
.Where(p => (p.AgentId == agentId || p.IsShared)
&& p.TenantId == tenantId)
.ToListAsync(ct);
if (!procedures.Any()) return null;
// 1. Try exact pattern match first (fastest)
var patternMatch = procedures.FirstOrDefault(p =>
Regex.IsMatch(taskDescription, p.TriggerPattern,
RegexOptions.IgnoreCase));
if (patternMatch != null) return MapToDomain(patternMatch);
// 2. Fallback: embedding similarity match
if (_config.UseEmbeddingMatch)
{
var queryEmbedding = await _embeddingProvider.EmbedAsync(taskDescription, ct);
var bestMatch = procedures
.Select(p => new { Procedure = p, Score = CosineSimilarity(queryEmbedding, p.TriggerEmbedding) })
.Where(x => x.Score >= _config.ProcedureMatchThreshold)
.MaxBy(x => x.Score);
return bestMatch != null ? MapToDomain(bestMatch.Procedure) : null;
}
return null;
}
}Trigger Pattern Examples
| Pattern | Matches | Type |
|---|---|---|
onboard.*vendor | "onboard new vendor", "onboard the vendor TechCorp" | Regex |
reset.*password | "reset password for user", "help me reset my password" | Regex |
generate.*report | "generate monthly report", "generate expense report" | Regex |
create.*expense.*report | "create an expense report for Q1" | Regex |
Procedure Injection into System Prompt
When a procedure is recalled, it is injected into the system prompt before the LLM call:
// SystemPromptBuilder adds the procedure as structured instructions
private string FormatProcedureForPrompt(Procedure procedure)
{
var sb = new StringBuilder();
sb.AppendLine($"[Procedure: {procedure.Name}]");
sb.AppendLine(procedure.Description);
sb.AppendLine("Follow these steps exactly:");
foreach (var step in procedure.Steps.OrderBy(s => s.Order))
{
var prefix = step.IsOptional ? "(Optional) " : "";
var condition = step.Condition != null ? $" [Only if: {step.Condition}]" : "";
sb.AppendLine($"Step {step.Order}: {prefix}{step.Instruction}{condition}");
if (step.ToolName != null)
sb.AppendLine($" → Use tool: {step.ToolName}");
}
return sb.ToString();
}