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
UnitPricefor that genre (tracks are normally $0.99; verify, don't assume). - For "best-selling tracks": ask the analyst for the top sellers by quantity.
- For "N tracks in genre X": the count of available tracks and the standard
- 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.mdrecording: 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.