Rodrigo Rodriguez (Pragmatismo)
5d21bba1e1
- Add KB Statistics keywords for Qdrant vector database monitoring: KB STATISTICS, KB COLLECTION STATS, KB DOCUMENTS COUNT, KB DOCUMENTS ADDED SINCE, KB LIST COLLECTIONS, KB STORAGE SIZE - Add comprehensive infrastructure documentation: - Scaling and load balancing with LXC containers - Infrastructure design with encryption, sharding strategies - Observ
54 lines
1.6 KiB
QBasic
54 lines
1.6 KiB
QBasic
PARAM to AS EMAIL LIKE "client@company.com" DESCRIPTION "Email address to send proposal to"
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PARAM template AS STRING LIKE "proposal-template.docx" DESCRIPTION "Proposal template file to use"
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PARAM opportunity AS STRING LIKE "OPP-12345" DESCRIPTION "Opportunity ID to link proposal to"
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DESCRIPTION "Generate and send a proposal document based on opportunity and conversation history"
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company = QUERY "SELECT Company FROM Opportunities WHERE Id = ${opportunity}"
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IF NOT company THEN
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TALK "Could not find opportunity. Please provide a valid opportunity ID."
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RETURN NULL
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END IF
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doc = FILL template
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subject = REWRITE "Based on this ${history}, generate a subject for a proposal email to ${company}"
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contents = REWRITE "Based on this ${history}, and ${subject}, generate the email body for ${to}, signed by ${user}, including key points from our proposal"
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proposalpath = ".gbdrive/Proposals/${company}-proposal.docx"
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CALL "/files/upload", proposalpath, doc
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CALL "/files/permissions", proposalpath, "sales-team", "edit"
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WITH activity
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opportunityId = opportunity
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type = "email_sent"
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subject = subject
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description = "Proposal sent to " + company
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date = NOW()
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END WITH
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CALL "/crm/activities/create", activity
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CALL "/comm/email/send", to, subject, contents, doc
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WITH proposalLog
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timestamp = NOW()
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opp = opportunity
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companyName = company
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recipient = to
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templateUsed = template
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status = "sent"
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END WITH
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SAVE "proposal_log.csv", proposalLog
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SET BOT MEMORY "last_proposal", opportunity
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TALK "Proposal sent to " + to
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TALK "Company: " + company
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TALK "Template: " + template
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TALK "Opportunity: " + opportunity
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RETURN opportunity
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