{"id":"agent-sales-quote-discount-limit","audience":"sales","category":"agents","track":"agents","technique":"constraints","title":"Brief a quoting agent to stay inside your discount authority","free":false,"task":"You want an AI agent to prepare a quote for a prospect who asked for 25% off. Write its brief: you can give at most 15% without your sales director, so it drafts the quote at 15% with the math shown, sends the 25% request to you with ASK_HUMAN, and never sends a quote to the customer. Output exactly 3 numbered plain-text lines: create_quote, ASK_HUMAN, DONE.","materialLabel":"Customer request, price list and actions (attached to your prompt automatically)","material":"Email from Owen Park, Ops Manager, Tidewell Logistics:\n\"Thanks for the demo. We'd like the Pro plan for 40 users, billed annually. Your competitor offered us 25% off, so we'd need at least that to switch. Can you send a quote by Friday?\"\n\nPrice list (per user, per month)\nStarter: $18\nPro: $30\nEnterprise: $45 (minimum 100 users)\n\nAnnual billing: price x users x 12 months.\n\nCRM notes:\n- Tidewell: 3 locations, growing to about 60 users next year.\n- Owen is the decision maker; CFO signs anything over $10,000.\n- Competitor: Routewise (Owen mentioned it twice on the call).\n\nAvailable actions:\ncreate_quote(plan, users, list_price, discount, final_price)\nsend_quote(to)\nASK_HUMAN(question)\nDONE(summary)","rules":[{"type":"numberedItems","count":3},{"type":"plainText"}],"promptHints":[{"label":"Gives the discount limit","patterns":["15 ?%","discount"]},{"label":"Asks for the math","patterns":["math","x \\$?30","show"]},{"label":"Escalates the bigger ask","patterns":["25 ?%","director","ask_human"]},{"label":"Forbids sending","patterns":["send_quote","never send","don'?t send"]},{"label":"Shows the action-log format","patterns":["action:","action log","numbered","\\b1\\.","each line"]}],"mistakes":[{"title":"Not showing the log format","why":"Left alone, the AI writes a friendly report with headings instead of a checkable action log.","fix":"Show it literally: \"Format every line like 1. ACTION: tool(args), then ASK_HUMAN: and DONE: lines. Plain text.\"","checks":["numberedItems","plainText"]},{"title":"Hiding the math","why":"The AI states a final price you can't check before it goes out.","fix":"Say: \"Show the math in the quote: users x price x 12, then the discount.\"","checks":["r0"]},{"title":"Not giving your limit","why":"The AI matches the competitor's 25% because the customer asked.","fix":"Add: \"Max 15% off. Anything more goes to ASK_HUMAN.\"","checks":["r1"]},{"title":"Letting it send","why":"Given send_quote, the AI emails the customer straight away.","fix":"Add: \"Never use send_quote. End with DONE.\"","checks":["r2"]}],"hint":"Quoting agents aim to please the customer. Tell it your discount ceiling, how to show the price, and that the quote waits for you.","rubricLabels":["The quote is Pro for 40 users at 15% off, with the math shown: 40 x $30 x 12 = $14,400 list, minus 15% = $12,240","The 25% request goes to an ASK_HUMAN line, and no quote is created at more than 15% off","There is no send_quote line, and the last line starts with DONE"]}