version: "1.0.0"
name: "Spin Sales Specialist"
framework: "crewai"
configuration:
  name:
    name: "name"
    type: "str"
    description: "The name the specialist is called upon."
    required: true
  company:
    name: "company"
    type: "str"
    description: "The name of your company. If not provided, your tenant's name will be used."
    required: false
  products:
    name: "products"
    type: "List[str]"
    description: "The products or services you're providing"
    required: false
  product_information:
    name: "product_information"
    type: "text"
    description: "Information on the products you are selling, such as ICP (Ideal Customer Profile), Pitch, ..."
    required: false
  engagement_options:
    name: "engagement_options"
    type: "text"
    description: "Engagement options such as email, phone number, booking link, ..."
  tenant_language:
    name: "tenant_language"
    type: "str"
    description: "The language code used for internal information. If not provided, the tenant's default language will be used"
    required: false
  nr_of_questions:
    name: "nr_of_questions"
    type: "int"
    description: "The maximum number of questions to formulate extra questions"
    required: true
    default: 3
arguments:
  language:
    name: "Language"
    type: "str"
    description: "Language code to be used for receiving questions and giving answers"
    required: true
  query:
    name: "query"
    type: "str"
    description: "Query or response to process"
    required: true
  identification:
    name: "identification"
    type: "text"
    description: "Initial identification information when available"
    required: false
results:
  rag_output:
    answer:
      name: "answer"
      type: "str"
      description: "Answer to the query"
      required: true
    citations:
      name: "citations"
      type: "List[str]"
      description: "List of citations"
      required: false
    insufficient_info:
      name: "insufficient_info"
      type: "bool"
      description: "Whether or not the query is insufficient info"
      required: true
  spin:
    situation:
      name: "situation"
      type: "str"
      description: "A description of the customer's current situation / context"
      required: false
    problem:
      name: "problem"
      type: "str"
      description: "The current problems the customer is facing, for which he/she seeks a solution"
      required: false
    implication:
      name: "implication"
      type: "str"
      description: "A list of implications"
      required: false
    needs:
      name: "needs"
      type: "str"
      description: "A list of needs"
      required: false
    additional_info:
      name: "additional_info"
      type: "str"
      description: "Additional information that may be commercially interesting"
      required: false
  lead_info:
    lead_personal_info:
      name:
        name: "name"
        type: "str"
        description: "name of the lead"
        required: "true"
      job_title:
        name: "job_title"
        type: "str"
        description: "job title"
        required: false
      email:
        name: "email"
        type: "str"
        description: "lead email"
        required: "false"
      phone:
        name: "phone"
        type: "str"
        description: "lead phone"
        required: false
      additional_info:
        name: "additional_info"
        type: "str"
        description: "additional info on the lead"
        required: false
    lead_company_info:
      company_name:
        name: "company_name"
        type: "str"
        description: "Name of the lead company"
        required: false
      industry:
        name: "industry"
        type: "str"
        description: "The industry of the company"
        required: false
      company_size:
        name: "company_size"
        type: "int"
        description: "The size of the company"
        required: false
      company_website:
        name: "company_website"
        type: "str"
        description: "The main website for the company"
        required: false
      additional_info:
        name: "additional_info"
        type: "str"
        description: "Additional information that may be commercially interesting"
        required: false
agents:
  - type: "RAG_AGENT"
    version: "1.0"
  - type: "RAG_COMMUNICATION_AGENT"
    version: "1.0"
  - type: "SPIN_DETECTION_AGENT"
    version: "1.0"
  - type: "SPIN_SALES_SPECIALIST_AGENT"
    version: "1.0"
  - type: "IDENTIFICATION_AGENT"
    version: "1.0"
  - type: "RAG_COMMUNICATION_AGENT"
    version: "1.0"
tasks:
  - type: "RAG_TASK"
    version: "1.0"
  - type: "SPIN_DETECT_TASK"
    version: "1.0"
  - type: "SPIN_QUESTIONS_TASK"
    version: "1.0"
  - type: "IDENTIFICATION_DETECTION_TASK"
    version: "1.0"
  - type: "IDENTIFICATION_QUESTIONS_TASK"
    version: "1.0"
  - type: "RAG_CONSOLIDATION_TASK"
    version: "1.0"
metadata:
  author: "Josako"
  date_added: "2025-01-08"
  changes: "Initial version"
  description: "A Specialist that performs both Q&A as SPIN (Sales Process) activities"