Put an instant quote on your website

1. 01Done

   Write the price table

   the step that pays off

   Every row is a job you quote, with a low and a high price, what's included, and the condition that means you need to look first. Fill in the template below. Write jobs in the words customers use, because those are the words the enquiries will arrive in.

   The table is the whole safety system. The AI's job is to read an enquiry and pick rows. The price the visitor sees comes out of your table, never out of the model.

   Write your price table

   Copy

   Fill this in once. One row per job you quote. The quote tool can only
   ever show a price from this table.
   PRICE TABLE
   | Row id | Job, in the words customers use | Unit (per job, per hour, per square metre) | Low price | High price | Included | Not included | Needs a visit or a call first if |
   |---|---|---|---|---|---|---|---|
   | | | | | | | | |
   NEVER QUOTED INSTANTLY
   - Jobs we always look at first:
   - Enquiries that go straight to a person:

   Checkpoint

   A price table with a row for every job you quote and the never-quoted list filled in.

   Copy step as prompt

   ---

2. 02Done

   Test it on enquiries you've already answered

   Take twenty past enquiries you've already quoted. Run each one through the prompt below with your table, and compare the rows it picks with the price you gave.

   Every mismatch is one of three things: a row is missing, a row's wording doesn't match how customers describe the job, or the enquiry should have gone to a person. Fix the table, not the prompt, and run the twenty again.

   Match an enquiry to rows in the table

   Copy

   Read the enquiry below and decide which rows of our price table it
   matches. You do not set prices. You only pick rows.
   Rules:
   - Pick only row ids that exist in the table. Never write a price that
     is not in the table, and never adjust one.
   - If the enquiry needs a quantity to price it (hours, area, number of
     items) and does not give one, do not guess. List the question to ask.
   - If the enquiry matches anything under NEVER QUOTED INSTANTLY, or a
     row's "needs a visit or a call first" condition, return
     HAND_TO_PERSON and one line saying why.
   - If nothing in the table fits, return NO_MATCH. Do not pick the
     closest row.
   Return exactly this, and nothing else:
   rows: [row ids, or empty]
   quantity: [number and unit, or "unknown"]
   questions: [what to ask the visitor, or "none"]
   decision: QUOTE | HAND_TO_PERSON | NO_MATCH
   reason: [one line, quoting the enquiry]
   Price table:
   """
   {{PRICE_TABLE}}
   """
   Enquiry:
   """
   {{ENQUIRY_TEXT}}
   """

   Pro tip

   Watch the NO_MATCH answers. A model told to pick the closest row can quote the wrong job with confidence.

   Checkpoint

   Twenty past enquiries where the picked rows match what you quoted.

   Copy step as prompt

   ---

3. 03Done

   Put it on the site

   This part is a build. The form sends the enquiry and your table to the model, the model returns rows, and the page looks those rows up in the table and shows the range. The visitor sees a price range and what it includes, plus a way to confirm. HAND_TO_PERSON and NO_MATCH show a plain line saying a person will reply, and when.

   Chris (@everestchris6) outlines this build on jev, a new typesafe model that makes super fast decisions instead of writing: a quote tool that gives a business instant prices. Any model that returns the fixed format above can do the picking.

   Checkpoint

   A form that shows a range from your table, or says a person will reply.

   Copy step as prompt

   ---

4. 04Done

   Read every quote once a week

   Look at the week's enquiries, the rows picked, and what happened next. Did the visitor book, go quiet, or dispute the range? A range people keep disputing is a row to rewrite. A job that keeps coming in as NO_MATCH is a row to add.

   Checkpoint

   A weekly look at quotes, with the table updated from it.

   Copy step as prompt

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