Example
JSON
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{
  "$schema": "https://web-api.clerk.chat/pipeline-schema",
  "name": "Sales - useful infomation",
  "nodes": [
    {
      "type": "tool_runner",
      "name": "Update contact card",
      "triggeredBy": [
        "unreadMessage.fromAny"
      ],
      "responseType": "json",
      "nodeConfig": {
        "type": "contact_tools",
        "config": {},
        "enabledTools": [
          "set_attribute"
        ],
        "tools": {
          "set_attribute": {
            "paramValues": {
              "attributeName": {
                "type": "fixed",
                "value": "Useful information"
              },
              "attributeValue": {
                "path": "useful_information",
                "type": "pipeline-variable"
              }
            }
          }
        }
      }
    },
    {
      "type": "ai_bot",
      "name": "Extract any useful info",
      "triggeredBy": [
        "unreadMessage.fromAny"
      ],
      "responseType": "json",
      "nodeConfig": {
        "modelProvider": "openai",
        "modelVersion": null,
        "maxTokens": null,
        "temperature": null,
        "variables": {},
        "prompt": "Read the conversation history. \n\nYour job is to read the conversation history, and extract any useful information about the client from the conversation.\n\nUseful is anything that a sales rep could use in a conversation with the client that would be helpful or impress them. \n\nSome examples: \n1. **Personalized Upselling**: The agent detects when a customer mentions specific preferences or plans and logs them for future upsell opportunities.  \n   *Example:* A customer says they’re bringing their family to a football game, so the agent notes this for later offers on family ticket packages or merchandise.  \n\n2. **Identifying Buying Signals**: It captures subtle cues that indicate purchasing intent, helping sales teams follow up strategically.  \n   *Example:* A customer mentions they’re “thinking about upgrading” their software plan, so the agent logs this as a sales opportunity for proactive outreach.  \n\n3. **Cross-Selling Opportunities**: The agent recognizes mentions of related needs and suggests complementary products.  \n   *Example:* A customer asks about booking a hotel for a conference, so the agent logs this and recommends transportation services in a follow-up.  \n\n4. **Tracking Competitor Mentions**: It flags when customers reference competitors, giving sales teams insight into their alternatives.  \n   *Example:* A client mentions they’re also considering a rival’s service, so the agent records this for future competitive positioning.  \n\n5. **Capturing Key Decision Makers**: The agent extracts information about stakeholders involved in the buying decision.  \n   *Example:* A customer casually mentions their CFO needs to approve the deal, so the agent updates the contact card with this crucial detail.  \n\n6. **Recognizing Budget Discussions**: It identifies when a customer shares budget constraints or willingness to spend.  \n   *Example:* A client says they have a $10,000 budget for marketing software, so the agent logs this for customized pricing recommendations.  \n\n7. **Highlighting Urgency and Timelines**: It captures time-sensitive needs to help sales teams prioritize leads effectively.  \n   *Example:* A customer says they need a solution “by the end of the month,” so the agent records this and flags it as a high-priority follow-up.  \n\n8. **Recording Product Preferences**: It notes specific product features or options a customer is interested in for targeted recommendations.  \n   *Example:* A client repeatedly asks about AI-driven automation features, so the agent logs this to tailor future demos or pitches.  \n\n9. **Detecting Pain Points**: The agent captures customer frustrations and challenges to refine sales approaches.  \n   *Example:* A prospect complains about slow customer support with their current provider, so the agent logs this as a potential selling angle.  \n\n10. **Identifying Renewal & Expansion Opportunities**: It tracks signals that a customer may be ready to renew or expand their usage.  \n   *Example:* A client mentions their team is growing and may need more seats in the future, so the agent logs this for proactive upsell outreach.\n\nThis should be maximum 100 words.",
        "promptSections": [],
        "sectionTemplates": {},
        "responseSchema": {
          "type": "object",
          "required": [
            "useful_information"
          ],
          "properties": {
            "useful_information": {
              "type": "string"
            }
          }
        },
        "opts": {
          "sendStructuredConvo": true
        }
      }
    },
    {
      "type": "trigger",
      "name": "Start",
      "triggeredBy": [
        "userMessage"
      ],
      "responseType": "json"
    }
  ],
  "edges": [
    {
      "name": null,
      "filters": [],
      "sourceNode": "Start",
      "destinationNode": "Extract any useful info"
    },
    {
      "name": null,
      "filters": [],
      "sourceNode": "Extract any useful info",
      "destinationNode": "Update contact card"
    }
  ]
}