Sales advisor chat
A chat agent that answers questions of a sales rep about the quote, order or company on the screen, in a few sentences. It looks at the lines of the quote and at what the customer ordered lately.
The agent is told to use only the numbers it gets from Propeller. An AI can still be wrong. Treat an answer as a suggestion and check it.
| In short | |
|---|---|
| Where you use it | On a quote, an order, a request or a company in the Sales Hub and on the Products & Clusters list, behind the Workflows button |
| Starts | With a chat message |
| Changes in Propeller | Nothing |
| Uses AI | Yes, OpenAI. It gets the lines of the quote with prices, cost prices, margins and stock. It also gets the top products of the company |
| Texts | The language of your message |
| Runs in n8n | One per message |
| Difficulty | Easy |
What you get
A rep types a question and can ask on. The agent remembers the conversation. Questions it can answer from what it sees:
- What else could I offer this customer with this quote?
- Which lines have the lowest margin?
- Is everything on this quote in stock?
- What does this customer order most?
What you need
- An n8n account with the credential
Propeller API key. See Set up n8n. - An API key with Viewer access on Order Data.
- An OpenAI account. You pay OpenAI per use.
- Backoffice access and the Configuration role with Owner access, to register the agent.
- An agreement inside your company that cost prices and margins may go to OpenAI.
How it works
Propeller sends the message together with the page the rep has open. The workflow passes the AI a summary: the totals and at most 50 lines of the quote or order, the number of orders of the company in the last 90 days and the top products of its latest 10 orders. The AI answers in about 70 words.
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.
- Open the node OpenAI Chat Model and pick your OpenAI account.
- Check that the node Fetch Company History uses the credential
Propeller API key. - Follow Register the agent in Propeller with the values below.
- Open a quote in the Sales Hub, click Workflows, pick the agent and ask a question.
| Field | Value |
|---|---|
| Trigger | Chat |
| Interaction mode | Multi turn |
| Placements | Sales Hub · Quote editor, Sales Hub · Order editor, Sales Hub · Request editor, Sales Hub · Company and Back office · Products. Leave out the pages you do not want it on |
The answer shows in the chat. An error instead of an answer means the address, the login or one of the two accounts is not right. It can also mean that the workflow is not published.
Make it yours
| Setting | Default | What it does |
|---|---|---|
MAX_LINES_IN_PROMPT | 50 | The number of lines of a quote the AI gets. The rest is counted |
HISTORY_DAYS | 90 | The period of orders of the company that is counted |
LINES_FROM_LAST | 10 | The number of latest orders the top products are taken from |
ORDER_STATUSES | NEW, CONFIRMED, VALIDATED, ARCHIVED | The statuses that count as an order. See Fill in order status codes |
The tone and the length of the answers are set by the instructions in the node AI Agent. The AI model is set in the node OpenAI Chat Model.
Limits
- An answer took 5 to 14 seconds in tests. Propeller waits 30 seconds for an answer by default.
- The agent sees the page and the recent orders of the company. It does not see your whole catalogue, so it cannot look up a product that is not on the page.
Related pages
- Margin validator - a fixed margin check on the same quote, without AI
- Use workflows and AI agents - what a sales rep sees
- Register an AI agent