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Quote split assistant

A chat agent on the quote editor that finds quote lines without a price or without enough stock, proposes a split and moves those lines into separate review quotes for your specialists. The other lines stay in the quote.

Runs: Embedded in Propeller · Trigger: Chat · Difficulty: Advanced

What you need​

  • An n8n account. See Set up n8n.
  • A Propeller API key.
  • Owner access on the Configuration role to create the agent.

How it works​

You open the chat agent on a quote and ask it to split the quote. The workflow checks every line of the quote Propeller sends:

  • Lines without a price go to a review quote for pricing.
  • Lines with less stock than their quantity go to a review quote for stock.
  • The rest stays in the quote.

The agent replies with its proposal and asks yes or no. After yes it answers at once and then works in the background: it creates one review quote per kind, removes the moved lines from your quote, saves it and creates a ticket in the Action Hub for each review quote. If a step fails, you get a ticket that says which one.

Saving the quote replaces the version open in your editor. Reload the quote after the split.

Before you adapt it​

  • The review quotes get the default status of your environment unless you set PRICING_REVIEW_STATUS and PRODUCT_REVIEW_STATUS in the Settings node. A status you set must exist in your environment. See Order statuses.
  • The replies are in English. Set LANGUAGE to NL in Settings for Dutch. Yes and no also work as ja, nee, oui and non.

Install it​

  1. In n8n, import the downloaded JSON as a new workflow.
  2. On the Webhook node, set a basic auth credential (a username and password you choose) and copy the production URL.
  3. Create a header auth credential with your Propeller API key and select it on the eleven GraphQL nodes.
  4. In the Settings node, set the review statuses, the language and who gets the tickets (PRICING_ADMIN_USER_ID and PRODUCT_ADMIN_USER_ID, the Id column under Admin > Backoffice Users).
  5. Activate the workflow.
  6. Go to Admin > Agents and create an agent with Trigger Chat and Interaction Mode Multi Turn. Under Types, pick SALES_HUB_QUOTE_EDITOR. Paste the webhook URL and the same basic auth values. See AI Agents.
  7. Open a quote with a line that has no price or not enough stock, ask the agent to split it and answer yes.
Filling in your API key

In n8n, create a credential of type Header Auth and fill in its two fields exactly like this:

FieldWhat to fill in
NameapiKey
ValueYour Propeller API key

Name is not a title you pick yourself. It has to say exactly apiKey, otherwise the workflow cannot sign in. See Set up n8n for the full steps.

Placement matters

An agent type is the page where the agent appears. Stick to the types listed in the install steps: the workflow depends on the data that page sends along, so placing the agent on other pages may not work.

Make it yours​

  • Split rules: what counts as a line without a price or without enough stock lives in the Settings node.
  • Texts: the proposal and the confirmation live in the Propose, Cancel and Working On It nodes.

Limits​

Only main lines are checked, not child items. The proposal uses only the quote Propeller sends, so it is instant for any quote size.

Use it outside n8n​

Copy the JSON into an AI assistant and follow Adjust a workflow with an AI assistant.

Good to know

The workflows and agents in the Agent Hub are free to use and adapt. They are examples, not supported product features, so test them in a staging environment and check the results before using them in production.