AI & RAG
Answer rep questions in Front from cited Dropbox battlecards
When a sales rep emails a question into a Front shared inbox, this retrieves the most relevant battlecard passages from your Dropbox knowledge base and replies with a drafted…
How it runs
The automated pipeline, trigger to output.
- TriggerNew question arrives in Front sales inboxFront
- ActionEmbed question, retrieve top battlecard chunks from PostgresPostgres
- LogicGate on retrieval similarity threshold
- ActionDraft grounded answer with citations via OpenAIOpenAI
- OutputPost cited draft reply as a Front commentFront
What it does
Turns your Dropbox folder of competitive battlecards and product one-pagers into a searchable answer engine that lives inside Front. A rep emails "how do we beat Competitor X on pricing?" and gets back a grounded answer with the exact passages it came from, so they can trust it and forward it.
When to use it
Use it when reps repeatedly Slack or email Sales Enablement the same objection-handling and positioning questions, and you want self-serve answers that cite real, approved source material instead of hallucinated guesses.
How it works
- 1A new message arrives in the designated Front inbox and fires the trigger.
- 2The question text is embedded and matched against pre-indexed battlecard chunks stored as vectors in Postgres (pgvector).
- 3A relevance gate checks whether the top matches clear a similarity threshold.
- 4If they do, OpenAI composes an answer constrained to the retrieved passages, with inline citations.
- 5If nothing clears the bar, the flow routes to a fallback that tags the conversation for a human.
- 6The drafted reply, with quoted snippets and Dropbox file links, is posted as a Front comment for the rep to send.
Set it up
What you configure once, before turning it on.
- 1Connect FrontShared inbox, conversations.
- 2Connect PostgresAny Postgres URL — query, write, migrate.
- 3Connect OpenAIModels, embeddings, files.
- 4Connect DropboxFiles and folders.
- 5Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 6Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 7Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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Run it inside a business
This workflow drops into a full company template. Import the org, and this is one of the playbooks its agents run.
Run this workflow in your colony.
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