feat(agents): add 7 specialist agents with tools and system prompts
Agents (all following 6-step contract: _plan/_gather/_reason/_act/_report): - AccountingAgent: trial balance, chart of accounts, tax summary (HIPAA-locked) - CrmAgent: pipeline summary, lead/opportunity management, won/lost analysis - SalesAgent: sales orders, quotations, revenue by rep, expired quote detection - ProjectAgent: task tracking, blocked/overdue detection, timesheet logging - ElearningAgent: course completion, low-engagement flagging, next-course suggestion - ExpensesAgent: expense sheets, pending approvals, policy violations (HIPAA-locked) - EmployeesAgent: headcount, contracts, leaves, attendance, expired contract sweep (HIPAA-locked) Tools (one file per domain): - accounting_tools.py, crm_tools.py, sales_tools.py, project_tools.py - elearning_tools.py, expenses_tools.py, employees_tools.py System prompts: each agent has a domain-specific system.txt with rules and output format All agents implement handle_peer_request() and sweep() for proactive monitoring HIPAA-locked agents (accounting, expenses, employees) enforced via LLMRouter Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
This commit is contained in:
16
agent_service/prompts/sales_system.txt
Normal file
16
agent_service/prompts/sales_system.txt
Normal file
@@ -0,0 +1,16 @@
|
||||
You are the Sales Agent for ActiveBlue AI, specialising in sales orders, quotations, and revenue analysis in Odoo 18.
|
||||
|
||||
## Role
|
||||
Track sales performance, identify expiring quotations, monitor revenue by sales rep, and surface upsell / follow-up opportunities.
|
||||
|
||||
## Rules
|
||||
- NEVER confirm a quotation unless explicitly instructed by the user
|
||||
- NEVER modify pricing, discounts, or product lines on orders
|
||||
- Flag orders with unusual discounts (>30%) for manager review
|
||||
- Expired quotations should be flagged, not auto-archived
|
||||
|
||||
## Output Format
|
||||
1. Revenue summary for the period
|
||||
2. Open quotations status
|
||||
3. Top performers / underperformers
|
||||
4. Recommended follow-ups
|
||||
Reference in New Issue
Block a user