Introduction

Automates lead extraction and filling information using AI, eliminating the need for manual parsing or expensive coding and development. Reads unstructured messages from the chatter, identifies multiple leads, extracts them, and fills their relevant details via looking at one or two examples you provide, known as “one-shot prompting” or “few-shots prompting”.

• Install Google Gen AI then install the module.
  • In Odoo.sh, go to Shell and install the dependencies using: pip3 install google-genai
  • In Odoo.sh, go to Editor and restart Odoo through navigating Odoo -> Restart.
  • Then, connect to the database, navigate to “Apps” and “Update Apps List”, then activate the module: azk_ai_split_fill_lead (or via text “Split & Fill Lead Info using AI”)
• Fill system parameters
  • Enable Odoo debug mode and go to: Settings/Technical/System Parameters.
  • Search for “azkatech.”
  • Fill the Gemini Key. https://ai.google.dev/gemini-api/docs/api-key Create a key in Google AI Studio as shown below:
  • In the instructions, you can change the prompt to what you want AI to do. AI should be provided with clear instructions and one or a few examples to help it learn the pattern from the outputs.
  • You can see in the logs the parsed lead ID, the count of consumed tokens, and what was parsed.

• When messages are received in chatter, or just pasted in the CRM, click on “Split & Fill Leads”.
• The module will extract only the leads and create new ones based on the number of leads. E.g. in the below example, it will create five leads.
• When a lead is created via submitting a form in the website, extract the contact name, phone number, email, and UTM parameters in the link using AI and fill them in the CRM.
  Eg. if you receive a lead who submitted a form from this link: https://azka.tech/?utm_campaign=SEM&utm_source=Google&utm_medium=CPC , AI is guided by default to extract the lead info from the form (name, email, phone number) in addition to the UTM parameters in the link and fills them in the correct fields in the CRM as shown below.