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Sales advisor chat

A chat agent on the quote and order editor that gives short, practical sales advice on the quote you are working on. It remembers the conversation and can look up the company's recent orders on its own, so its tips reflect what the customer actually buys.

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

What you need​

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

How it works​

Propeller sends your chat message together with the current quote or order to the workflow. An AI model replies with concise sales advice a rep can act on, for example how to improve the quote or what to offer next.

Two things make it more than a plain chatbot:

  • Memory per conversation. Follow-up questions work because the agent remembers the chat session.
  • A lookup tool. The agent can decide to fetch the company's recent orders through the Propeller API and base its advice on what the customer orders frequently.

Install it​

  1. In n8n, import the downloaded JSON as a new workflow.
  2. Connect your OpenAI account on the OpenAI Chat Model node.
  3. Create a header auth credential with your Propeller API key and select it on the Recent company orders tool.
  4. On the Webhook node, set a basic auth credential (a username and password you choose) and copy the production URL.
  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, SALES_HUB_ORDER_EDITOR, SALES_HUB_QUOTE_REQUEST_EDITOR, SALES_HUB_COMPANY and BACKOFFICE_PRODUCTS. Paste the webhook URL and the same basic auth values. See AI Agents.
  7. Open a quote, click the Workflows button, select the agent and ask for advice.
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​

  • Tone and language: the system prompt in the AI Agent node controls the advice style, the language and the answer length.
  • Model: pick a different model in the OpenAI Chat Model node.
  • More knowledge: add extra tools next to Recent company orders, for example another Propeller API query. The agent uses them when relevant.

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.