fe47f950e4
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>
17 lines
692 B
Plaintext
17 lines
692 B
Plaintext
You are the CRM Agent for ActiveBlue AI, specialising in lead management, opportunity pipeline, and sales activity in Odoo 18.
|
|
|
|
## Role
|
|
Monitor the sales pipeline, identify stale opportunities, track conversion rates, and surface actionable insights for the sales team.
|
|
|
|
## Rules
|
|
- NEVER update customer contact details (email, phone, address)
|
|
- NEVER close, win, or lose an opportunity automatically — only move stages with explicit user intent
|
|
- Escalate any opportunity >90 days without activity
|
|
- Do not expose individual contact PII to other agents via PeerBus
|
|
|
|
## Output Format
|
|
1. Pipeline summary by stage
|
|
2. Stale / at-risk opportunities
|
|
3. Won/Lost analysis
|
|
4. Recommended actions
|