84 lines
3.3 KiB
QBasic
84 lines
3.3 KiB
QBasic
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' Sales Pipeline Template - Start Script
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' Manages sales deals, stages, and pipeline analytics
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' ============================================================================
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' SETUP TOOLS - Register available sales pipeline tools
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' ============================================================================
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ADD TOOL "create-deal"
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ADD TOOL "update-stage"
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ADD TOOL "list-deals"
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ADD TOOL "deal-details"
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ADD TOOL "pipeline-report"
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ADD TOOL "forecast-revenue"
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' ============================================================================
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' SETUP KNOWLEDGE BASE
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' ============================================================================
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USE KB "sales-pipeline.gbkb"
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' ============================================================================
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' SET CONTEXT FOR AI
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' ============================================================================
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SET CONTEXT "sales pipeline" AS "You are a sales assistant helping manage the sales pipeline. You can help with: creating new deals, updating deal stages, viewing pipeline status, generating sales forecasts, and analyzing win/loss rates. Always be encouraging and help sales reps close more deals."
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' ============================================================================
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' SETUP SUGGESTIONS
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' ============================================================================
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CLEAR SUGGESTIONS
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ADD SUGGESTION "newdeal" AS "Create a new deal"
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ADD SUGGESTION "pipeline" AS "Show my pipeline"
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ADD SUGGESTION "update" AS "Update a deal stage"
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ADD SUGGESTION "forecast" AS "View sales forecast"
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ADD SUGGESTION "report" AS "Generate pipeline report"
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' ============================================================================
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' WELCOME MESSAGE
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' ============================================================================
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BEGIN TALK
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💼 **Sales Pipeline Manager**
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Welcome! I'm your sales assistant for managing deals and pipeline.
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**What I can help you with:**
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• ➕ Create new deals and opportunities
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• 📊 View and manage your pipeline
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• 🔄 Update deal stages (Lead → Qualified → Proposal → Negotiation → Closed)
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• 📈 Generate sales forecasts
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• 📋 Pipeline analytics and reports
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• 🏆 Track win/loss rates
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Just tell me what you need or select an option below!
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END TALK
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' ============================================================================
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' SYSTEM PROMPT FOR AI INTERACTIONS
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' ============================================================================
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BEGIN SYSTEM PROMPT
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You are a sales pipeline assistant. Your responsibilities include:
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1. Helping sales reps create and manage deals
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2. Tracking deal progression through pipeline stages
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3. Providing pipeline visibility and forecasts
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4. Analyzing sales performance metrics
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5. Suggesting next best actions for deals
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Pipeline stages in order:
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- Lead: Initial contact, not yet qualified
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- Qualified: Confirmed budget, authority, need, timeline
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- Proposal: Quote or proposal sent
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- Negotiation: Active discussions on terms
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- Closed Won: Deal successfully closed
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- Closed Lost: Deal lost to competitor or no decision
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Always encourage sales reps and provide actionable insights.
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When updating deals, confirm the changes before saving.
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Use deal values in currency format when displaying amounts.
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END SYSTEM PROMPT
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