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Skill

rfq-quote

process customer requests for quotes

Covers LangChain Automation CRM Sales

Description

Process an incoming request for quote (RFQ) from a customer: read the email, look up the customer and catalogue prices, compute a quote, have it reviewed, draft the reply, and log it. Use whenever a customer asks for a price, a quote, or to license/buy a batch of tracks.

SKILL.md

Processing a Request for Quote

Follow these steps in order. Keep a todo list so Jane can see progress.

1. Read the request

  • Ask inbox-manager to find the request and read it in full. Pull out: who is asking, their company/email, and exactly what they want (which genres/tracks, how many of each).

2. Identify the customer

  • Ask chinook-analyst to find the customer by email (and name as a fallback).
  • If they are not in the system, ask chinook-analyst to add them with add_customer. The system pauses automatically for Jane to approve — the analyst should just make the call, not ask in prose. Once approved, continue.

3. Get the prices

  • Ask chinook-analyst for the unit prices needed:
    • For "N tracks in genre X": the count of available tracks and the standard UnitPrice for that genre (tracks are normally $0.99; verify, don't assume).
    • For "best-selling tracks": ask the analyst for the top sellers by quantity.
  • Get real numbers from the database; never guess a price.

4. Compute the quote (exactly)

  • Use the code interpreter to do the arithmetic — quantities × unit prices, any line discounts, and the total. Never hand-add money.
  • A reasonable default volume discount: 10% off when the order is 50+ tracks. State the discount explicitly in the quote.

5. Have it reviewed

  • Send the line items and totals to quote-reviewer. Apply its corrections before drafting.

6. Draft the reply

  • Write a short, friendly reply from Jane: thank them, list each line (description, qty, unit price, line total), show any discount and the grand total, and offer next steps.
  • Ask inbox-manager to save it as a draft to the sender, passing the subject and the full body. The system pauses automatically for Jane to approve or edit the wording before it's saved — don't ask for permission in a message first. Drafts are never auto-sent.

7. Log it

  • Append one line to /outputs/quotes_ledger.md recording: date, customer, items summary, total, and the draft id. Create the file with a header row if it doesn't exist yet.

Done

Tell Jane the draft is in her drafts folder and summarize the quote total.

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