| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Calendar (calendar) • Contacts (contacts) • Discuss (mail) |
| Community Apps Dependencies | Show |
| Lines of code | 688 |
| Technical Name |
ai_lead_research |
| License | AGPL-3 |
| Website | https://www.odooengineering.com |
| Versions | 16.0 17.0 18.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Calendar (calendar) • Contacts (contacts) • Discuss (mail) |
| Community Apps Dependencies | Show |
| Lines of code | 688 |
| Technical Name |
ai_lead_research |
| License | AGPL-3 |
| Website | https://www.odooengineering.com |
| Versions | 16.0 17.0 18.0 |
AI Lead Research
Automated Company Data Enrichment with ChatGPT
Leverage the power of OpenAI and ChatGPT to enrich your CRM leads with comprehensive company information. This module uses a configurable ChatGPT API workflow to retrieve detailed data such as company name, full address, phone number, email, and a concise summary of operations. Easily customize your research by setting target countries, industries, or geographic regions in the settings panel.
Effortless Installation & Configuration
Installing this module is simple. Once added from the Apps menu, go to Settings → AI Lead Research to configure your OpenAI API key and research parameters. Define target countries, markets, geographic areas, and choose the preferred OpenAI model, search tool type, and context size. Whether running research on-demand or via scheduled tasks, you can easily tailor the process to meet your business needs.
How It Works
AI Lead Research leverages our AI Agent Job model to queue research requests powered by ChatGPT. Each job uses your configured settings and the CRM leads name to request detailed company information. The returned JSON is parsed to extract key data including the company name, address, phone, email, and an insightful summary which is then updated in your CRM.
Manage Your AI Jobs
Monitor your research tasks via the AI Agent Jobs menu. View jobs in pending, in-progress, or completed states, with a built-in cron job ensuring continuous enrichment of active leads. Detailed logs and error messages help you quickly troubleshoot any issues, giving you complete control over the research process.
Automated Cron Scheduling
A default cron rule is included, running daily (configurable) to create research jobs for all active CRM leads. Set the frequency to match your workflow, and benefit from real-time updates and transparent job statuses.
View Your Researched Leads
Once research jobs are executed, enriched details are automatically updated in your CRM leads. Updated records now include comprehensive company data, ensuring your sales team has the most accurate and actionable insights.
Why AI Lead Research?
- Customizable Research Tailor your research parameters to target specific markets and industries.
- Seamless CRM Integration Automatically enrich leads with detailed company data.
- Duplicate Prevention Intelligent checks prevent redundant or duplicate information.
- Automated & On-Demand Run research jobs as scheduled or trigger them manually with a simple click.
- Comprehensive Data Retrieve complete details including address, phone, email, and company summaries.
- Reliable Support Continuous updates and active support ensure a robust solution.
Get in Touch
We value your feedback and are here to help you optimize AI Lead Research. For questions, suggestions, or support, feel free to contact our team.
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