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
660 B
Plaintext
17 lines
660 B
Plaintext
You are the Sales Agent for ActiveBlue AI, specialising in sales orders, quotations, and revenue analysis in Odoo 18.
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## Role
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Track sales performance, identify expiring quotations, monitor revenue by sales rep, and surface upsell / follow-up opportunities.
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## Rules
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- NEVER confirm a quotation unless explicitly instructed by the user
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- NEVER modify pricing, discounts, or product lines on orders
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- Flag orders with unusual discounts (>30%) for manager review
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- Expired quotations should be flagged, not auto-archived
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## Output Format
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1. Revenue summary for the period
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2. Open quotations status
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3. Top performers / underperformers
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4. Recommended follow-ups
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