2 ready-to-build workflows

AI agent workflows for Jewellery & luxury retail

High-value appointment booking and VIP clienteling, custom-order and repair status, certificate/warranty Q&A — with every discount, exchange and account-sensitive action gated on a verified human decision.

Each recipe below is expressed only in VegaDūta's real workflow building blocks — Trigger, Agent, Knowledge, Condition, Approval, Output, Tool (MCP), Voice, Device, Loop, Code and Parallel — so it maps 1:1 to something you can assemble in the Workflow designer. Consequential actions always pass a human Approval step.

1. VIP appointment booking and clienteling follow-up

A high-value client messages to see a piece, asks about a bespoke commission, or is due a courtesy follow-up after a big purchase. Today a sales associate handles it between walk-ins on the shop floor — the private-viewing calendar lives in someone's head, follow-ups after a large sale are remembered for the top few clients and forgotten for the rest, and a quiet request for 'the same discount as last time' gets an inconsistent answer depending on who picks up the phone.

Trigger: WhatsApp / Call (client enquiry or booking request)

How the workflow runs

  1. Trigger

    Client reaches out. A WhatsApp or Call trigger captures the enquiry — a private viewing, a bespoke commission, a follow-up — in the client's own words and language; spoken requests are transcribed live.

  2. Agent

    Understand the request and match the client. An Agent node identifies what the client wants (view a piece, book an appointment, discuss a commission) and drafts a warm, on-brand reply grounded in the boutique's collection and appointment availability — never inventing a piece, a price or a slot that isn't real.

  3. Condition

    Anything account-sensitive? verify identity first. A Condition node checks whether the request touches account-sensitive data (past purchases, a stored ring size, an existing order, a repeat discount): if so it requires a verified identity step before ANY detail is disclosed, and only proceeds once identity is confirmed.

  4. Approval

    Discounts and exchanges pause for the manager. An Approval node holds any price concession, VIP discount, exchange or bespoke quote until a store manager signs off — a pricing or exchange decision on a high-value item is always a human's, never the agent's.

  5. Tool (MCP)

    Book the viewing / log the clienteling note. A Tool (MCP) node reserves the private-appointment slot in the boutique's POS / CRM / clienteling book and records the interaction against the client's profile — no first-party connector, MCP calls yours.

  6. Output

    Confirm and follow up. An Output node sends the appointment confirmation or the approved reply on WhatsApp, and for a post-purchase courtesy follow-up sends a personal, non-pushy note referencing the actual piece the client bought.

Channels & connectors

  • WhatsApp
  • Voice / Call
  • Knowledge base
  • Approval / HITL
  • Tool (MCP → POS/CRM)
  • Sarvam (22+ Indian languages)

Outcome

Private viewings get booked and confirmed without tying up the floor, every large purchase gets a consistent personal follow-up instead of only the top few, and any discount or exchange is held for a manager — with account-sensitive details released only after the client's identity is verified.

Why it helps

Consistent, personal clienteling is the mechanism: the manual process remembers to follow up with the top handful of clients and quietly drops the rest, and answers 'the usual discount' differently depending on who answers. Routing every concession through a manager approval and gating account data behind identity verification keeps the high-touch relationship human where it matters and consistent everywhere else.

Build spec

1 agent — 1 clienteling/booking agent; the identity-verification branch, the manager discount/exchange Approval, the POS/CRM write and the follow-up send are workflow nodes.

System prompt (paste-ready)

You are a client-relations assistant for {{boutique}}, a jewellery house. Greet warmly and in the client's language, and help with private-viewing bookings, bespoke-commission enquiries and post-purchase follow-ups. Only reference pieces, collections, appointment slots and lead times that the POS/CRM and collection catalogue return as real — never invent a piece, a stone, a price, an availability or a delivery date. NEVER disclose a client's past purchases, stored preferences, an existing order or any account detail until the workflow marks their identity as verified. NEVER offer, promise or imply a discount, a price concession, an exchange or a bespoke quote yourself — propose it and let the approval step decide; a concession on a high-value item is always a human's call. For authenticity, certification, valuation or repair questions, hand off to the certificate/warranty flow or a specialist. Keep it discreet and unhurried — this is luxury service, not a hard sell.

MCP connectors

  • Jewellery POS / CRM / clienteling book (appointments, client profiles, purchase history) — via a Tool (MCP) node (no first-party connector)
  • WhatsApp / Voice — client channel
  • Sarvam — 22+ Indian languages

Built-in tools

  • knowledge_search (collection catalogue, appointment policy, house services)
  • http_request (check live appointment availability, write the booking + clienteling note)

Guardrails

  • Identity is verified before ANY account-sensitive detail (past purchases, stored preferences, existing orders) is disclosed — the Condition node blocks disclosure until the client is confirmed
  • Every discount, price concession, exchange and bespoke quote is Approval-gated to a store manager — the agent proposes, a human decides; nothing on a high-value item goes out without sign-off
  • Only real pieces, prices, slots and lead times from the POS/catalogue are quoted — no invented inventory, valuation or availability; the booking write is idempotent per client + slot so a repeated confirm never double-books a viewing

Cost strategy

Booking, catalogue Q&A and follow-up drafting is structured, grounded work, so keep the agent on the economy/standard tier — the one judgement that would justify a premium model (a pricing or exchange concession) is a manager's by design, not the agent's. Cap tool-calls per conversation so an unhurried, chatty clienteling exchange stays cost-predictable.

Output & delivery

The agent understands the request and drafts a grounded reply → the Condition node forces identity verification before any account-sensitive detail → any discount/exchange/quote is held for the manager Approval node → a Tool node books the viewing and logs the clienteling note in the POS/CRM via MCP → an Output node sends the confirmation or approved reply on WhatsApp, plus a personal post-purchase follow-up referencing the actual piece; the interaction and the manager's decision are logged.

2. Custom-order and repair status, certificate and warranty Q&A

Bespoke commissions and repairs take weeks, so clients message 'is my ring ready yet?' repeatedly, and each time someone has to walk to the workshop or dig through a job book to answer. In parallel, a steady stream of 'is this certificate genuine?', 'what does my warranty cover?' and 'can you re-issue my valuation?' questions land on the same busy sales staff — high-stakes questions where a wrong or invented answer damages trust in a luxury brand.

Trigger: Webhook (order/repair status change) + WhatsApp (client question)

How the workflow runs

  1. Trigger

    Status change or client question. A Webhook trigger fires when a custom order or repair changes stage in the workshop system (received, in progress, quality-checked, ready); separately a WhatsApp trigger captures a client's status, certificate or warranty question. The workshop / POS has no first-party connector, so status arrives by Webhook.

  2. Agent

    Draft the status update or answer the question. An Agent node writes a clear status update referencing the specific order/repair and its current stage, or answers a certificate/warranty question grounded strictly in the house's documented warranty terms and the piece's own certificate record — never guessing a completion date, a coverage term or an authenticity verdict.

  3. Condition

    Account detail or authenticity claim? verify / escalate. A Condition node checks whether the question needs the client's order record (verify identity first) or is a hallmarking / authenticity / valuation determination — those are routed to a specialist rather than answered by the agent.

  4. Approval

    A specialist confirms high-stakes answers. An Approval node puts any warranty-coverage decision, re-issued valuation or authenticity/certificate confirmation in front of a gemologist / manager before it reaches the client — a binding statement about a valuable piece is always human-confirmed.

  5. Output

    Reply to the client. An Output node sends the status update or the confirmed answer on WhatsApp/Email in the client's language, with a clear next step (collection date, book a valuation, visit the boutique) and an invitation to reply.

Channels & connectors

  • Webhook
  • WhatsApp
  • Email
  • Knowledge base
  • Approval / HITL
  • Tool (MCP → workshop/POS)

Outcome

Clients get proactive, accurate updates as their commission or repair moves through the workshop instead of chasing for them, and certificate/warranty questions are answered from the real documentation — with any binding authenticity or coverage statement confirmed by a specialist first.

Why it helps

Proactive, grounded updates plus a specialist backstop are the mechanism: the manual process answers 'is it ready?' only when someone has time to check the job book, and risks an off-the-cuff warranty or authenticity answer that a luxury brand can't afford to get wrong. Grounding every answer in the real record and routing high-stakes determinations to a human keeps trust intact.

Build spec

1 agent — 1 status/Q&A agent; the identity/authenticity routing, the specialist Approval and the reply are workflow nodes. Kept single-agent — the one high-stakes judgement is a specialist's, not another model's.

System prompt (paste-ready)

You are an order-care and after-sales assistant for {{boutique}}, a jewellery house. Two jobs: (1) give clients clear status updates on their custom order or repair, referencing the specific job and its current workshop stage from the record; (2) answer certificate and warranty questions grounded ONLY in the house's documented warranty terms and the piece's own certificate record in Knowledge. Never guess or invent a completion date, a coverage term, a repair cost, a valuation figure or an authenticity verdict — if it isn't in the record or the documented terms, say so and offer a specialist. NEVER confirm that a certificate is genuine, issue or re-issue a valuation, or make a binding warranty-coverage decision yourself — route those to the specialist approval step. Before sharing any order or account detail, require the workflow's identity-verified flag. Keep the tone reassuring and precise.

MCP connectors

  • Workshop / repair-tracking + POS (job stages, order records, certificate references) — via a Tool (MCP) node (no first-party connector)
  • WhatsApp / Email — client channels

Built-in tools

  • knowledge_search (documented warranty terms, certification policy, after-care guidance)
  • http_request (read the order/repair status by reference)

Guardrails

  • No invented completion dates, coverage terms, valuations or authenticity verdicts — every answer is grounded in the workshop record or the documented warranty/certificate terms, or it defers to a specialist
  • Every binding statement — an authenticity/certificate confirmation, a re-issued valuation, a warranty-coverage decision — is Approval-gated to a gemologist/manager before it reaches the client
  • Order and account details are disclosed only once the Condition node confirms a verified identity; the status write/read is idempotent per job so a retried status webhook never sends a contradictory or duplicate update

Cost strategy

Status updates and documented-warranty Q&A are grounded lookups the economy/standard tier handles well — reserve any premium tier for open-ended reasoning this flow doesn't need, since the genuinely high-stakes call (authenticity, coverage, valuation) is a specialist's by design. Cap tool-calls per conversation so a multi-question after-sales exchange stays predictable.

Output & delivery

A workshop status change (Webhook) or a client question drives the agent → it drafts a grounded status update or documented-terms answer → the Condition node verifies identity for account detail and routes authenticity/valuation to a specialist → the specialist Approval node confirms any binding answer → an Output node sends it on WhatsApp/Email with a clear next step; the answer and any specialist confirmation are logged.

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