AI Guided Lead Creation | Conversational CRM Creation
by Probuse Consulting Service Pvt. Ltd. http://www.probuse.com$ 290.46
| 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 | 1338 |
| Technical Name |
ai_crm_community |
| License | See License tab |
| Website | http://www.probuse.com |
| 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 | 1338 |
| Technical Name |
ai_crm_community |
| License | See License tab |
| Website | http://www.probuse.com |
AI Guided Lead Creation
Conversational CRM Creation
Intelligent Lead Form Assistant
This specialized module gives your Gemini AI assistant a powerful new skill: the ability to create new Leads and Opportunities using a conversational, step by step process, making the start of your sales pipeline much easier.
Main Features:
- Guided Creation Workflows:
- Start a new Lead or Opportunity simply by telling the AI assistant to "Create a Lead" The assistant then takes control of the conversation and asks you a series of easy, one by one questions (like "What is the customer's name?") to gather all the necessary data required by your sales team.
- The assistant then guides you conversationally, asking for all necessary details step by step to ensure a complete record.
- Instant Access to New Records:
- After the AI collects all the information and creates the Lead, it immediately confirms the success and gives you a large, clickable view button.
- Click this button to go straight to the newly created Lead screen in Odoo, ready for you to follow up without any extra searching.
- Conversational Context Mapping:
- The AI automatically extracts all relevant details from your conversation and uses this information to correctly populate the corresponding fields in the Lead form.
- Detailed Visuals for Better Understanding:
- Watch an easy to follow video tutorial and explore the screenshots below for step by step guidance on using the system. Additional information on dependent app features and visuals is also available for a comprehensive overview.
Edition Compatibility:
Community
Accessing the AI Module
API Key Configuration: Linking Odoo to Google Gemini
Managing AI Topic Context
Topic Rule Definition
Topic Allocation to AI Service
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Lead Generation: Guided Lead Creation
AI Generated Lead
Contact / Support
Introducing
Probuse Consulting Services Pvt. Ltd.
If you need any help or want more additional features, you may contact us through:
Email: contact@probuse.com
Website: www.probuse.com
Skype: mustufa_probuse
Probuse Consulting Service Pvt Ltd is an Software and Web development specialist which offers complete business application together. We are well experienced to provide a face for your business on the software and Internet level.
Probuse Consulting Service Pvt Ltd is a specialist in Odoo/OpenERP services and could give your business open source hand to drive.
Our Services
Odoo Implementation
Odoo Support
Odoo Customization
Odoo Migration
Odoo Training
Odoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
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