Quote split assistant
A chat agent for a quote of which a part cannot be sent yet: lines without a price or with too little stock. It moves those lines to a separate quote for a colleague to work out, so you can send the customer the rest today.
| In short | |
|---|---|
| Where you use it | On a quote in the Sales Hub, behind the Workflows button |
| Starts | With a chat message |
| Changes in Propeller | Creates one or two new quotes, removes lines from the quote you have open and creates actions |
| Uses AI | No. It follows two fixed rules |
| Texts | English or Dutch, a setting |
| Runs in n8n | One per message |
| Difficulty | Advanced. Decide first who handles the separate quotes |
What you get
The agent first shows what it would move and asks yes or no.
After your yes:
- Lines without a price go to a new quote for a pricing review.
- Lines with less stock than their quantity go to a new quote for a stock review.
- The other lines stay in your quote, which is saved.
- Each new quote gets an action in the Action Hub for the colleague you set.
The new quotes are normal quotes for the same customer. The colleague who handles one works it out and sends it like any other quote.
What you need
- An n8n account with the credential
Propeller API key. See Set up n8n. - An API key with Owner access on Order Data and User management.
- Backoffice access and the Configuration role with Owner access, to register the agent.
How it works
The proposal uses the quote as it is open on the page. After a yes the agent answers at once and does the work in the background. Reload the quote in your browser to see the result. After a no, nothing changes.
The workflows and agents in the Agent Hub are free to use and adapt. They are examples, not supported product features. Test them in a test environment and check the results before you use them on real customers.
Install it
Install a workflow from the library explains each step.
- Import the file into n8n.
- Check that the eleven nodes that talk to Propeller use the credential
Propeller API key. - Open the Settings node and set who gets the actions. See the table below.
- Follow Register the agent in Propeller with the values below.
- Open a test quote with a line that has no price or too little stock, click Workflows, pick the agent and type "Split this quote".
| Field | Value |
|---|---|
| Trigger | Chat |
| Interaction mode | Multi turn |
| Placements | Sales Hub · Quote editor, a quote in the editor |
The agent answers with its proposal. Answer yes only on a quote you can change: the split is real. When every line has a price and enough stock, the agent says there is nothing to split.
Make it yours
| Setting | Default | What it does |
|---|---|---|
PRICING_ADMIN_USER_ID | null | The colleague who gets the action for the pricing review. The number is in the Id column under Admin > Backoffice Users. With null it goes to nobody |
PRODUCT_ADMIN_USER_ID | null | The colleague who gets the action for the stock review |
PRICING_REVIEW_STATUS | null | The code of the status the quote for the pricing review gets. The status must exist. See Set up order statuses |
PRODUCT_REVIEW_STATUS | null | The same for the quote for the stock review |
LANGUAGE | 'EN' | The language of the answers: 'EN' or 'NL' |
Limits
- The agent removes lines from a quote. When a step fails halfway, a line can be gone from your quote without being in a new quote. You then get the action "Quote split incomplete", which names the step. Check the quote and the new quotes by hand.
- The new quotes take the product and the quantity of a line. A price or a note you typed on the line is not copied.
- Only the main lines of a quote are checked, not the lines that belong to another line.
Related pages
- Substitute finder - replaces a line that cannot be delivered, in the same quote
- Register an AI agent