Sales_Agent

Project Setup Instructions for Sales_Agent

This README provides a step-by-step guide to set up the project in the Sales_Agent directory. Follow the instructions carefully to create a virtual environment, install dependencies, and configure necessary API keys.

Prerequisites

• Ensure that Python is installed on your system. You can check this by running:

  python --version

• Install pip if it's not already installed:

  python -m ensurepip --upgrade

Step 1: Create a Virtual Environment

1. Navigate to the Sales_Agent directory:

   cd path/to/Sales_Agent

2. Create a virtual environment:

   python -m venv venv

   This command creates a new directory named venv within the Sales_Agent folder, containing a self-contained Python environment.

3. Activate the virtual environment:

   • On Windows:

     venv\Scripts\activate

   • On macOS/Linux:

     source venv/bin/activate

Step 2: Install Dependencies

Once the virtual environment is activated, install the required dependencies using the following command:

pip install -r requirements.txt

Step 3: Create and Configure the .env File

1. Create a .env file in the Sales_Agent directory:

   touch .env

2. Open the .env file and add the following lines, replacing placeholders with your actual API keys and Gmail app password:

   GROQ_API_KEY=your_groq_api_key_here
   PERPLEXITY_API_KEY=your_perplexity_api_key_here
   password="your_gmail_app_password_here"
   

Step 4: Obtain Gmail App Password

To create an app password for your Gmail account:

1. Go to your Google Account settings.
2. Navigate to Security.
3. Under "Signing in to Google," select App passwords.
4. Follow the prompts to generate an app password.
5. Copy this password and paste it into your .env file under password.

Step 5: Enable Google Sheets API and Obtain Credentials

1. Enable Google Sheets API:

   • Go to the Google Cloud Console.
   • Create a new project or select an existing one.
   • Navigate to APIs & Services > Library.
   • In the search bar, type "Google Sheets API" and select it from the results.
   • Click on Enable to enable the Google Sheets API for your project [1][2].

2. Create OAuth Credentials:

   • Still in the Google Cloud Console, go to APIs & Services > Credentials.
   • Click on Create Credentials, then select OAuth client ID.
   • Configure the consent screen if prompted, providing necessary details like Application Name (e.g., SpreadsheetConnector).
   • Choose application type as Desktop app, then click Create.
   • Download the credentials JSON file and rename it to credentials.json.

3. Place credentials.json in the Sales_Agent directory.

Step 6: Update Sender Email in app.py

1. Open app.py .
2. Locate the sender_details dictionary (on line 122).
3. Change the sender_email value to your own Gmail address.

Step 7: Run the Application

With everything set up, you can now run your application:

streamlit run app.py

The app will launch on your localhost.

Additional Notes

• If you choose to switch to another LLM, ensure you provide the corresponding API key in the .env file.

By following these steps, you should have a fully functional setup for your Sales_Agent project!