← JoinwaysCONTENT HISTORYWHAT CHANGED · RULE-BASED ANALYSIS
Update to Joinways
Snapshot Sep 30, 2026 · 23:06 UTC · version 2.0.0
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{
"name": "joinways-build-quote",
"description": "Build a complete Joinways quote for a wedding or corporate event - gather requirements, pick real catalog items, create the quote, verify totals, and send it to the client after approval.",
"included_files": [],
"skill_md_contents": "---\nname: joinways-build-quote\ndescription: Build a complete Joinways quote for a wedding or corporate event - gather requirements, pick real catalog items, create the quote, verify totals, and send it to the client after approval.\n---\n\n# Build an event quote\n\nUse this skill when the user asks to create, prepare, or send a quote (devis) for an event in Joinways.\n\n## Workflow\n\n1. **Anchor the quote to an event.** Ask which event the quote is for, or find it with `list_events` / `get_event`. If the request comes from a lead with no event yet, propose `convert_lead_to_event` (or `create_event`) first, and confirm before creating anything.\n2. **Gather requirements.** Confirm: date(s), guest count, spaces to book, catering or packages, extras (AV, staff, cleaning), and any client-specific pricing agreement. Ask only for what is missing.\n3. **Ground pricing in the catalog.** Call `list_catalog_items` and select items that match the requirements. Never invent an item or a price; if something the client wants has no catalog item, tell the user and let them decide (create it with `create_catalog_item` only on request).\n4. **Create the quote.** Call `create_quote` linked to the event, then `add_quote_items` with the selected catalog items and quantities (guest count for per-person items, number of days for daily rates).\n5. **Verify before showing.** Call `get_quote_details` and check line items, quantities, discounts, and totals against the requirements. Fix discrepancies with `update_quote_item` / `reorder_quote_items`.\n6. **Present to the user.** Summarize the quote (items, quantities, total incl. and excl. tax) and share it for review.\n7. **Send only on approval.** After explicit approval, send it with `send_event_email` (attach or reference the quote so it lands in the event's email thread), and set the status with `update_quote_status`.\n\n## Guardrails\n\n- Quote lines must come from real catalog items and real prices returned by the tools.\n- Always show the verified totals to the user before any send.\n- Never send the quote or change its status without explicit user approval in this conversation.\n- If the venue or dates are not confirmed available, flag it before quoting (use `check_venue_availability`).\n"
}SHA-256: 53bf0bc6a608f653cf88a04c4544ff825ed1a49b8f9dfc1aa56bbcd8b4851e5a