Prototype Workflow: Verizon AI Sales & Support Agent

1. Sales Goal Tracking: "Quota Tracker" Feature Objective: Help reps stay aware of their sales progress and prioritize high-impact tasks to meet monthly commission quotas.

Workflow Steps:

Login & Dashboard:

When a rep starts their shift, the AI agent displays their current sales metrics: Monthly sales revenue achieved vs. target (e.g., $12,000 out of $15,000 goal). Breakdown by categories: Phone Activations Upgrades VMP (Device Protection Plans) Perks (Netflix, Disney+, etc.) VHI (Home Internet) Real-Time Recommendations:

The AI agent suggests focus areas based on quotas: “You’re $3,000 away from your revenue goal. Prioritize activations or VMP plans for the highest impact.” Highlights current high-margin promotions (e.g., "Sell 2 new iPhones and add a VMP plan to hit your target quickly"). Customer Interaction:

During a sale, the AI agent provides pricing, promos, and financing options in real-time: “Offer the ‘Buy 1 Get 1 Free’ promo on iPhone 15 Pro with VMP and Disney+ bundle for $79/month.” If bundling multiple services (e.g., VHI + Perks), it calculates cost savings for the customer to make upselling easier. Performance Alerts:

Mid-shift, the AI agent sends notifications: “You’re 2 upgrades away from meeting your daily target.” "Sell 3 more VMP plans to earn an additional $200 bonus." 2. Troubleshooting Automation: "QuickFix" Feature Objective: Reduce the time spent on repetitive troubleshooting tasks and free up reps to handle more sales-focused customers.

Workflow Steps:

Identify the Problem:

The rep opens the AI agent interface and types or selects the issue: “Customer’s Gmail isn’t syncing.” “Phone isn’t ringing for incoming calls.” The agent uses NLP to understand the problem and match it to a solution database. Generate Solution:

The AI agent searches its knowledge base and generates a step-by-step guide: Example: For Gmail issues: “Verify customer’s internet connection.” “Check Gmail app settings for sync.” “Clear cache and data from the Gmail app.” “Restart the device and test.” Time Estimate: Each step is time-stamped to show how long it should take (e.g., "2 minutes per step"). Live Assistance:

If the issue persists, the agent suggests escalation: “Escalate to Tech Support if Step 4 does not resolve the issue.” Feedback Loop:

After resolving the problem, the AI agent logs the issue and resolution time, helping managers track how much time troubleshooting consumes.

Personal Sales Tracker for Verizon Reps Objective Create a personal tracker where reps can input their performance metrics across different categories, calculate their total sales revenue, and track progress toward monthly goals.

Key Features Customizable Input Fields

Reps can manually input their sales metrics: Phone Activations Phone Renewals (Upgrades) VMP (Protection Plans) Perks (Streaming Services) VHI (Home Internet) Accessories Each category contributes to the total sales revenue based on predefined values. Automatic Revenue Calculation

The tracker calculates how each category adds to the total revenue. Reps can see how much each sale contributes toward their quota. Goal Setting

Users can set monthly goals for revenue or specific categories (e.g., “10 VMP plans,” “$15,000 total revenue”). The tracker shows their progress visually (e.g., progress bars or percentage completion). Performance Insights

Visual summaries of performance: Revenue breakdown by category. Daily/weekly/monthly progress. Highlight areas where they’re falling short. Reminders & Notifications

Daily reminders to update their tracker. Notifications for milestones (e.g., “You’ve reached 50% of your revenue goal!”). Mobile & Desktop Friendly

Accessible via a web or mobile app for real-time updates on the go. Prototype Workflow Step 1: User Inputs Data Reps input their metrics for each category daily or weekly: Example: Phone Activations: 3 (each activation adds $1,200 to revenue). Renewals: 2 (each adds $800 to revenue). VMP Plans: 5 (each adds $200 to revenue). Step 2: Revenue Calculation The tracker multiplies the number of sales in each category by their predefined values and calculates the total revenue. Example: Phone Activations: 3 × 1200

3600 3×1200=3600 Renewals: 2 × 800

1600 2×800=1600 VMP Plans: 5 × 200

1000 5×200=1000 Total Revenue: $6,200 Step 3: Progress Tracking The tracker updates the rep’s dashboard: Monthly revenue goal: $15,000 Revenue achieved so far: $6,200 (41%). Displays visual progress (e.g., a bar chart). Step 4: Insights The app provides insights like: “You’re on track to meet your goal if you maintain your current daily average.” “You need 2 more phone activations to hit this week’s target.” Frontend Implementation (V0) Layout:

Input Section: Fields to input sales numbers for each category. Summary Section: Displays total revenue, progress toward goals, and category breakdowns. Insights Section: Highlights key takeaways (e.g., remaining targets, suggestions). Widgets:

Progress Bars: For overall revenue and individual category goals. Pie Charts: Visualize revenue contribution by category. Daily Log: Quick entries for sales metrics. Backend Implementation (Cursor or Replit) Logic for Revenue Calculation

Backend processes user inputs and applies revenue formulas: Revenue = (Category A × Value A) + (Category B × Value B) + ... Stores inputs and calculations in a small database or JSON file. Goal Tracking

Compare calculated revenue with user-defined goals. Track daily/weekly/monthly updates. Data Storage

Store user inputs and progress locally (on-device) or in the cloud for multi-device access. Automation with n8n Daily Reminder Workflow

Trigger reminders for users to update their tracker. Example: “Don’t forget to log today’s sales activity!” Insights & Suggestions Workflow

Analyze the user’s inputs and send suggestions: “Focus on selling more VMP plans to boost your revenue!” “You’re $500 away from meeting your goal for accessories.” Export Workflow

Allow users to export their performance data as a CSV or PDF for personal review or sharing with managers. Scalability This personal tracker can start small and grow with additional features:

Integration with CRM: Allow optional syncing with Verizon systems to automate data entry. Gamification: Add leaderboards or badges to motivate reps. AI Insights: Use machine learning to provide more personalized suggestions based on historical data. Implementation Timeline Phase 1: Build the Basic Tracker (2–3 weeks)

Frontend (V0): Design the dashboard and input forms. Backend (Replit/Cursor): Build the calculation engine. n8n: Set up reminders and insights workflows. Phase 2: Add Visuals and Insights (1–2 weeks)

Progress bars, charts, and basic insights. Phase 3: User Testing and Feedback (1–2 weeks)

Test with 2–3 reps to refine the experience. Phase 4: Full Deployment

Make it available to more reps via a web app or mobile app. Front-End Layout for V0

1. Page Structure The layout will consist of three main sections:

Sales Input Section: Where the user inputs their daily/weekly sales data. Progress Overview: Displays revenue breakdowns and goal progress visually. Insights Section: Provides actionable insights and suggestions. 2. Wireframe Design Header: Title: "Personal Sales Tracker" Subtitle: “Track your sales, hit your goals, and maximize your commission.” User's Monthly Goal: “Monthly Goal: $15,000” (editable field). Section 1: Sales Input Description: "Enter your daily sales data below." Fields for Input: Phone Activations: Input box with a placeholder (e.g., “0”). Renewals (Upgrades): Input box. VMP (Protection Plans): Input box. Perks (Streaming Services): Input box. VHI (Home Internet): Input box. Accessories: Input box. Button: "Calculate Revenue" (to trigger the backend calculation). Section 2: Progress Overview Description: "Track your progress visually." Widgets: Progress Bar (Overall Revenue): Displays total revenue progress toward the monthly goal. Example: $6,200 / $15,000 (41%). Category Progress Bars: Phone Activations: Example: 60% complete (3/5 activations done). Renewals: 40% complete (2/5 done). VMP: 50% complete (5/10 done). Revenue Breakdown (Pie Chart): Shows percentage contributions from each category to the total revenue. Example: Phone Activations: 58%. Accessories: 12%. Section 3: Insights & Suggestions Description: "Get actionable tips to maximize your performance." Content: Milestone Achievements: Example: “You’ve reached 50% of your total revenue goal!” Focus Areas: Example: “Sell 2 more VMP plans to boost your revenue by $400.” Daily Suggestions: Example: “Prioritize phone activations today to hit your weekly target.” Footer Buttons: "Export Data" (to download as CSV or PDF). "Reset Tracker" (clears the input fields for a new month). V0 Widget Components

1. Input Section Widgets Text Input Boxes: Use basic input fields for categories like phone activations, upgrades, etc. Example: Label: "Phone Activations" Type: Number Placeholder: "0" Submit Button: Button labeled "Calculate Revenue."
2. Progress Overview Widgets Progress Bars: Add one large horizontal progress bar for overall revenue progress. Use smaller progress bars for each category. Pie Chart: Widget for a revenue breakdown. Segments for each category, dynamically updated based on user input.
3. Insights Widgets Text Box: Dynamic text box for milestones, focus areas, and suggestions. Example: “Great job! You’re only $500 away from hitting your weekly target.” How to Set Up on V0 Login to V0

Go to V0 and create a new project. Choose a blank or dashboard template. Add Widgets

Header: Drag a "Text" widget to the top and set the title as "Personal Sales Tracker." Input Section: Use multiple "Input" widgets for each sales category. Add a "Button" widget labeled "Calculate Revenue." Progress Overview: Drag a "Progress Bar" widget for total revenue. Add additional smaller progress bars for each category. Use a "Pie Chart" widget for the revenue breakdown. Insights Section: Add a "Text" widget for suggestions. Footer: Add two "Button" widgets for "Export Data" and "Reset Tracker." Connect to Backend (Optional)

If you’re using Cursor or Replit for backend calculations, set up API calls using V0’s data connection options. Alternatively, use local formulas in V0 for basic calculations: Example Formula for Total Revenue: scss Copy Edit (Phone Activations × 1200) + (Renewals × 800) + (VMP × 200) + ... Test and Refine

Test the UI for usability. Adjust widgets for alignment and responsiveness (e.g., for mobile and desktop).