Introduction

Azkatech AI Lead Research automates CRM lead research, enrichment, and qualification. It gathers company, website, LinkedIn, employee, contact, and recent-post signals, then uses Gemini AI to create a practical sales research brief and a BANT qualification score directly inside Odoo CRM.

Key Features

• One-click AI research from CRM leads or opportunities.
• Background processing through Odoo scheduled actions, so users do not wait on external APIs.
• BrightData discovery for website, LinkedIn company page, company profile, employees, people search, website text, and recent posts.
• Optional Apollo fallback to find contacts when BrightData returns no employees.
• LinkedIn URL override for correcting company matches and re-running research with the right company page.
• Structured Gemini research report with company overview, decision makers, icebreakers, and budget/timing assessment.
• Automatic BANT qualification after research: Budget, Authority, Need, and Time are scored into one BANT Score out of 100.
• Configurable BANT prompt behavior: use the default prompt, append extra instructions, or fully override it without code changes.
• Configurable BANT weights, defaulting to Budget 30, Authority 35, Need 20, and Time 15.
• BANT Score appears by default in both Leads and Opportunities list views and can be hidden by users.
• Lead-only filters for Free Email, Company Email, Unknown or Unset Email, AI Qualified, BANT Grade A, and BANT Grade B.

Configuration

• Install the required Python dependencies: pip3 install google-genai markdown requests
• Install the module from Apps after updating the apps list.
• Go to CRM / Configuration / Azkatech AI Lead and fill the Gemini API key. Create a Gemini API key in Google AI Studio.
• Fill BrightData API token, SERP zone, Web Unlocker zone, and LinkedIn dataset IDs for company, employees, people search, and posts. These settings reuse the same azk_odoo_partners.* parameters as Azkatech partner scraping modules when present.
• Optionally fill the Apollo API key. Apollo is used only when BrightData returns no employee contacts.
• Configure BANT qualification weights and prompt mode. You can keep the default prompt, append custom instructions, or fully override the qualification prompt. The four weights must total 100.

How It Works

• In any CRM lead or opportunity, click Azkatech Research with AI from the Action menu.
  

  
• The lead is queued. Cron picks it up, validates company and location, and starts discovery.
• The pipeline first checks the lead website or company email domain, then searches BrightData SERP for the company website and LinkedIn company page. If a user provided a LinkedIn URL, discovery uses it directly.
• BrightData enriches the company profile, employees, people search results, website text, and recent LinkedIn posts. Apollo can be used as a last-resort contact fallback.
• Gemini creates the HTML AI Research report and stores contacts and similar companies in dedicated tabs.
• After research succeeds, Gemini automatically performs BANT qualification from the gathered research context. The result includes score, grade, confidence, summary, next action, and detailed Budget, Authority, Need, and Time analysis.
• The requester receives an Odoo notification when research and qualification complete.

Search Filters and Prioritization

• Leads and Opportunities include filters for AI Researched, Missing AI Research, and AI Research Failed.
• Leads include additional filters for Free Email, Company Email, and Unknown or Unset Email.
• Leads include qualification filters for AI Qualified, BANT Grade A, and BANT Grade B.
• Free-email detection uses the public Kikobeats free-email-domain list at runtime and falls back to built-in common domains if it cannot be loaded.
• BANT Score is visible by default in Leads and Opportunities list views and can be hidden through the list column options.

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Our Services

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