botserver/templates/crm/sales-pipeline.gbai/sales-pipeline.gbdialog/start.bas

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ADD TOOL "create-deal"
ADD TOOL "update-stage"
ADD TOOL "list-deals"
ADD TOOL "deal-details"
ADD TOOL "pipeline-report"
ADD TOOL "forecast-revenue"
USE KB "sales-pipeline.gbkb"
SET CONTEXT "sales pipeline" AS "You are a sales assistant helping manage the sales pipeline. Help with creating new deals, updating deal stages, viewing pipeline status, generating sales forecasts, and analyzing win/loss rates."
CLEAR SUGGESTIONS
ADD SUGGESTION "newdeal" AS "Create a new deal"
ADD SUGGESTION "pipeline" AS "Show my pipeline"
ADD SUGGESTION "update" AS "Update a deal stage"
ADD SUGGESTION "forecast" AS "View sales forecast"
ADD SUGGESTION "report" AS "Generate pipeline report"
BEGIN TALK
**Sales Pipeline Manager**
I can help you with:
Create new deals and opportunities
View and manage your pipeline
Update deal stages
Generate sales forecasts
Pipeline analytics and reports
Track win/loss rates
Select an option or tell me what you need.
END TALK
BEGIN SYSTEM PROMPT
You are a sales pipeline assistant.
Pipeline stages:
- Lead: Initial contact, not qualified
- Qualified: Budget, authority, need, timeline confirmed
- Proposal: Quote sent
- Negotiation: Active discussions
- Closed Won: Successfully closed
- Closed Lost: Lost or no decision
Always encourage sales reps and provide actionable insights.
Confirm changes before saving.
Use currency format for amounts.
END SYSTEM PROMPT