- I run a small service business (leads → quote → invoice → follow-up).
- Goal: build a working “lead-to-quote assistant” using OpenAI API + automation tools (n8n/Make) without heavy coding.
Planned MVP (v1):
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Intake: web form / email → webhook into n8n
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LLM step: extract structured fields (job type, address area, photos? timing, constraints) into JSON
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Rules/pricing: apply a simple rules engine (tables) to produce an estimate range + next questions
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Output: send reply + create a CRM record + schedule follow-up
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Safety: avoid hallucinated prices/claims; always show assumptions
Questions:
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Which OpenAI approach is best for reliable structured extraction: strict JSON schema / structured outputs / tool calling? Any pitfalls?
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How would you design guardrails so the assistant never “invents” pricing or terms (e.g., validations, confidence thresholds, fallback flows)?
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What’s the simplest evaluation setup for this (golden set + regression tests)? Any recommended patterns/tools?
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For cost control: what are common strategies (caching, smaller models for extraction, prompt compression, batching)?
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For maintainability: do you recommend starting vendor-neutral (n8n + HTTP) or going deeper into one ecosystem early?
If helpful, I can share a sample intake message and my current JSON schema.
Thanks — looking for practical, experience-based guidance.