Sales Prospecting Workflow with Toolhouse

In this notebook you'll learn how to create a sales prospecting workflow using Toolhouse and LlamaIndex. Sales prospecting allows companies to find the perfect potential customer based on the business's value proposition and target market.

The workflow will use a single agent to perform these activities:

It will ask the agent to determine a business's value proposition by getting the contents of its landing page.
It will search the internet for prospective customers that may benefit from the business's offerings.
It will determine the best company to reach out to.
It will draft a personalized email to the selected company.

Initial setup

Let's make sure all the required libraries are present. This example uses Llama 3.2 on Groq, but you can use any the LLMs supported by LlamaIndex.

python

%pip install llama-index
%pip install llama-index-llms-groq
%pip install toolhouse

Next, we'll pass the API keys.

To get a Toolhouse API key:

Sign up for Toolhouse or sign in if you're an existing user.
If you're a new user, copy the auto-generated API key you'll receive during onboarding. Existing users can get an API key in the API Keys page.
Paste the API bey below.

To get a Groq API Key, get access on Groq, then past your API key below.

Important: store your API keys safely when in production.

python

import os

os.environ[
    "TOOLHOUSE_API_KEY"
] = "Get your Toolhouse API key at https://join.toolhouse.ai"
os.environ[
    "GROQ_API_KEY"
] = "Get your Groq API key at https://console.groq.com"

Import libraries

We're going to import LlamaIndexas and Toolhouse. We then initialize Toolhouse and the Groq LLM.

python

from llama_index.llms.groq import Groq
from llama_index.core.agent import ReActAgent
from llama_index.core.memory import ChatMemoryBuffer
from toolhouse import Toolhouse, Provider
from llama_index.core.workflow import (
    Context,
    Event,
    StartEvent,
    StopEvent,
    Workflow,
    step,
)

python

llm = Groq(model="llama-3.2-11b-vision-preview")

th = Toolhouse(provider=Provider.LLAMAINDEX)
th.set_metadata("id", "llamaindex_agent")
th.set_metadata("timezone", 0)

Install Toolhouse tools

The agent will require to search the web and get the contents of a page. To allow this, go to your Toolhouse dashboard and install the following tools:

The Workflow

The workflow will have four steps; we created an output event for each step to make the sequential aspect clearer.

Because Toolhouse integrates directly into LlamaIndex, you can pass the Toolhouse tools directly to the agent.

python

class WebsiteContentEvent(Event):
    contents: str


class WebSearchEvent(Event):
    results: str


class RankingEvent(Event):
    results: str


class LogEvent(Event):
    msg: str


class SalesRepWorkflow(Workflow):
    agent = ReActAgent(
        tools=th.get_tools(bundle="llamaindex test"),
        llm=llm,
        memory=ChatMemoryBuffer.from_defaults(),
    )

    @step
    async def get_company_info(
        self, ctx: Context, ev: StartEvent
    ) -> WebsiteContentEvent:
        ctx.write_event_to_stream(
            LogEvent(msg=f"Getting the contents of {ev.url}…")
        )
        prompt = f"Get the contents of {ev.url}, then summarize its key value propositions in a few bullet points."
        contents = await self.agent.achat(prompt)
        return WebsiteContentEvent(contents=str(contents.response))

    @step
    async def find_prospects(
        self, ctx: Context, ev: WebsiteContentEvent
    ) -> WebSearchEvent:
        ctx.write_event_to_stream(
            LogEvent(
                msg=f"Performing web searches to identify companies who can benefit from the business's offerings."
            )
        )
        prompt = f"With that you know about the business, perform a web search to find 5 tech companies who may benefit from the business's product. Only answer with the names of the companies you chose."
        results = await self.agent.achat(prompt)
        return WebSearchEvent(results=str(results.response))

    @step
    async def select_best_company(
        self, ctx: Context, ev: WebSearchEvent
    ) -> RankingEvent:
        ctx.write_event_to_stream(
            LogEvent(
                msg=f"Selecting the best company who can benefit from the business's offering…"
            )
        )
        prompt = "Select one company that can benefit from the business's product. Only use your knowledge to select the company. Respond with just the name of the company. Do not use tools."
        results = await self.agent.achat(prompt)
        ctx.write_event_to_stream(
            LogEvent(
                msg=f"The agent selected this company: {results.response}"
            )
        )
        return RankingEvent(results=str(results.response))

    @step
    async def prepare_email(self, ctx: Context, ev: RankingEvent) -> StopEvent:
        ctx.write_event_to_stream(
            LogEvent(msg=f"Drafting a short email for sales outreach…")
        )
        prompt = f"Draft a short cold sales outreach email for the company you picked. Do not use tools."
        email = await self.agent.achat(prompt)
        ctx.write_event_to_stream(
            LogEvent(msg=f"Here is the email: {email.response}")
        )
        return StopEvent(result=str(email.response))

Run the workflow

Simply instantiate the workflow and pass the URL of a company to get started.

python

workflow = SalesRepWorkflow(timeout=None)
handler = workflow.run(url="https://toolhouse.ai")
async for event in handler.stream_events():
    if isinstance(event, LogEvent):
        print(event.msg)