1 00:00:00,06 --> 00:00:02,09 - [Instructor] All right, so time to add our quote tool 2 00:00:02,09 --> 00:00:04,03 to our agent. 3 00:00:04,03 --> 00:00:07,06 Let's click the + icon here. 4 00:00:07,06 --> 00:00:10,09 Select Call n8n Workflow Tool. 5 00:00:10,09 --> 00:00:16,03 Let's give it a name like Quote Generator Tool, 6 00:00:16,03 --> 00:00:18,05 and an expressive description. 7 00:00:18,05 --> 00:00:23,01 In this case, this could be, 8 00:00:23,01 --> 00:00:25,07 "Call this tool to create a quotation document 9 00:00:25,07 --> 00:00:27,06 and return a link to a quote file 10 00:00:27,06 --> 00:00:31,05 once all required information is gathered." 11 00:00:31,05 --> 00:00:34,05 We select our Quote Tool from here, 12 00:00:34,05 --> 00:00:37,04 n8n will automatically pull the required fields here 13 00:00:37,04 --> 00:00:38,06 from the workflow. 14 00:00:38,06 --> 00:00:39,06 All we have to do now 15 00:00:39,06 --> 00:00:44,03 is to allow our AI agent to pre-fill them. 16 00:00:44,03 --> 00:00:46,08 Few more to go. 17 00:00:46,08 --> 00:00:47,06 And there we are. 18 00:00:47,06 --> 00:00:50,08 So our AI agent can now fill all of these fields based 19 00:00:50,08 --> 00:00:52,04 on the information gathered 20 00:00:52,04 --> 00:00:55,00 through the interaction with the customer. 21 00:00:55,00 --> 00:01:00,00 Now, let's see if this agent can generate a quote for us. 22 00:01:00,00 --> 00:01:03,07 Let's open the console here, 23 00:01:03,07 --> 00:01:14,08 and let's start a simple conversation. 24 00:01:14,08 --> 00:01:16,05 So you can see it wants to guide me 25 00:01:16,05 --> 00:01:17,09 through the sales process, 26 00:01:17,09 --> 00:01:20,05 but now, I'll go ahead and ask it to quote me 27 00:01:20,05 --> 00:01:27,00 for 200 square feet corner booth. 28 00:01:27,00 --> 00:01:29,09 You can see it does not use the quote tool immediately, 29 00:01:29,09 --> 00:01:33,07 because there's some critical information missing, 30 00:01:33,07 --> 00:01:36,01 for example, which company I represent. 31 00:01:36,01 --> 00:01:41,00 So let's say ABC Inc. 32 00:01:41,00 --> 00:01:47,00 And also, tell it that I'm looking for new business. 33 00:01:47,00 --> 00:01:48,04 The reason it asks me for that 34 00:01:48,04 --> 00:01:49,07 is because the instructions say 35 00:01:49,07 --> 00:01:51,04 that it should collect information 36 00:01:51,04 --> 00:01:53,00 about the client and the lead, 37 00:01:53,00 --> 00:01:56,04 so sales can later on follow up with that prospect. 38 00:01:56,04 --> 00:02:01,08 So that is correct. 39 00:02:01,08 --> 00:02:03,06 And you can see it's now using the Calculator Tool 40 00:02:03,06 --> 00:02:06,08 to actually calculate the price for this, 41 00:02:06,08 --> 00:02:10,00 and now, using the Quote Generator Tool 42 00:02:10,00 --> 00:02:13,09 to quote me for this particular option. 43 00:02:13,09 --> 00:02:16,03 So we have now a quote for this company 44 00:02:16,03 --> 00:02:18,07 for 200 square feet corner booth. 45 00:02:18,07 --> 00:02:21,06 And let's see what it actually filled in here. 46 00:02:21,06 --> 00:02:23,07 So if you click this Quote Generator Tool, 47 00:02:23,07 --> 00:02:26,07 you can see the query that has been submitted. 48 00:02:26,07 --> 00:02:28,02 This is the client name, 49 00:02:28,02 --> 00:02:30,06 in this case, it did not fill in the client name 50 00:02:30,06 --> 00:02:32,00 and the client email. 51 00:02:32,00 --> 00:02:35,06 If we wanted the agent to also fill in those fields 52 00:02:35,06 --> 00:02:38,08 and also mark them as required, what we would need to do 53 00:02:38,08 --> 00:02:41,07 is to go to this agent tool definition, 54 00:02:41,07 --> 00:02:43,02 and we would specify 55 00:02:43,02 --> 00:02:46,03 what information exactly is required here 56 00:02:46,03 --> 00:02:48,02 to pre-fill the quote. 57 00:02:48,02 --> 00:02:49,09 So for now, we just wanna double check 58 00:02:49,09 --> 00:02:52,05 if our quote generation process actually worked. 59 00:02:52,05 --> 00:02:54,07 So let's go to our repository, 60 00:02:54,07 --> 00:02:57,04 and see if there was a quote being generated. 61 00:02:57,04 --> 00:03:00,07 So go to the quote folder, see new. 62 00:03:00,07 --> 00:03:03,08 And there you should see a new quote coming up here. 63 00:03:03,08 --> 00:03:04,09 If you open this one, 64 00:03:04,09 --> 00:03:09,08 let's download it and open it here. 65 00:03:09,08 --> 00:03:12,04 There you see, this is the quote for ABC Inc, 66 00:03:12,04 --> 00:03:14,03 200 square feet corner booth, 67 00:03:14,03 --> 00:03:17,02 and that would be the total price for that. 68 00:03:17,02 --> 00:03:20,00 So our quote generation process is working. 69 00:03:20,00 --> 00:03:24,04 Again, if we want to have the agent fill these mandatorily, 70 00:03:24,04 --> 00:03:27,06 then we would need to specify this here in the description. 71 00:03:27,06 --> 00:03:29,07 So we could say all required information, 72 00:03:29,07 --> 00:03:31,05 and then just list all the information 73 00:03:31,05 --> 00:03:32,06 that we have here on the left side, 74 00:03:32,06 --> 00:03:35,04 like type, size, price per square feet, et cetera, 75 00:03:35,04 --> 00:03:37,09 explicitly in this description, 76 00:03:37,09 --> 00:03:40,00 so that would instruct the agent 77 00:03:40,00 --> 00:03:42,03 to go for all these information. 78 00:03:42,03 --> 00:03:43,08 But for now, that's fine. 79 00:03:43,08 --> 00:03:46,04 And I would say, let's go ahead 80 00:03:46,04 --> 00:03:49,00 and actually give our agent now the next tool 81 00:03:49,00 --> 00:03:50,02 to send out emails, 82 00:03:50,02 --> 00:03:52,08 because that's ultimately what we wanna do 83 00:03:52,08 --> 00:03:55,05 to have this quote being sent out to the client 84 00:03:55,05 --> 00:03:58,00 or being sent to our sales team, 85 00:03:58,00 --> 00:04:00,01 depending on the size of the booth request 86 00:04:00,01 --> 00:04:03,00 or the type of company that is inquiring for that.