ERP ChatSales AI Bot
This AI agent gives retail businesses conversational access to their Odoo sales opportunity data. It allows users to ask about sales pipelines, deals status, and summary metrics without needing manual reports. It leverages a scheduled workflow to keep data summaries up-to-date, ensuring the chatbot understands current opportunities. It reduces friction when non-technical staff want insights into sales performance and helps decision making in sales departments.
Benefits
Conversational Sales Insights
Users can query Odoo by natural language to obtain summaries of opportunities, pipelines, etc.
Up-to-date Data
Scheduled updates ensure that summaries reflect recent sales opportunities and changes.
Reduced Reporting Overhead
Less need for manual extraction of reports; non-technical team members can get insights directly.
Improved Sales Visibility
Sales leaders, managers and staff gain real-time awareness of deal status, helping prioritize work.
How It Works
API Connection
Connects to Odoo API with required credentials to fetch sales opportunity data.
Context Regeneration
Uses a schedule trigger to regenerate summary context of all sales opportunities periodically.
LLM Context Passing
Passes that summary as context to a large-language model to support chat queries.
Chat Query Listening
Listens for chat triggers from users (e.g. natural-language questions) and returns relevant data by querying internal Odoo data using model context.
Configuration Options
Offers configuration options for credentials and making the chat publicly or internally available.
Use Cases
Deal Summary: A store manager asks “What are our top 5 open deals this month?” and gets a summary without generating a manual report.
Pipeline Quality Check: A salesperson checks the pipeline quality by asking about average deal size and close probability.
Executive Performance Review: Executive reviews overall sales performance during a weekly meeting via the chatbot.
Non-Technical Updates: Non-technical staff can request updates on late-stage opportunities without navigating Odoo UI.
Integration and Customization
Odoo ERP API
Enables read/write access to the sales module, fetching opportunity data.
Language Model Backend
Powers natural-language interaction and understands context from summaries.
Scheduled Workflow Engine
Automates the periodic refresh of sales summaries.
Chat Trigger / UI Embed
Allows embedding the chat interface into internal dashboards or portals.