| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Discuss (mail) • Calendar (calendar) • Contacts (contacts) |
| Community Apps Dependencies | Show |
| Lines of code | 3207 |
| Technical Name |
eh_ai_crm |
| License | OPL-1 |
| Website | https://erpheritage.com.au |
| Versions | 16.0 17.0 18.0 19.0 |
AI for CRM
Give your AI agents the ability to collect prospect details and create leads in real time.
Why this module
AI for CRM
Single create_lead Tool
Agents call a structured tool to collect name, contact, email, phone, and description once the prospect is ready. No configuration required beyond selecting this topic on your agent.
Direct crm.lead Integration
Captured leads write directly to the standard Odoo lead model. No shadow records, no sync delay. Leads appear in your CRM pipeline immediately and respect all native lead rules and automation.
Guided Prospect Workflow
Includes a pre-built Lead Capture topic with instructions for collecting details one at a time, confirming accuracy, and calling the tool exactly once. Agent stays focused on qualification, not mechanics.
Day in the life
Inside a 10-minute Sales Call
An agent running the Lead Capture topic greets an inbound inquiry. It asks for the prospect's company name, confirms the contact person, collects email and phone, and gathers one sentence about their needs. Once confirmed, it calls create_lead. The prospect sees a polite handoff: Thanks, a teammate will be in touch. Your team opens the CRM and sees the fresh lead with all details captured, ready to assign and follow up.
Edge cases
The cases most modules quietly ignore.
In the shipped code today, each one a place where a cheaper module silently does the wrong thing.
If only a company name is provided, the tool creates a lead with that name and no contact info. Optional fields (contact_name, email_from, phone, description) are only written if the agent supplies them.
Tool creates leads but does not assign salespeople, set pipeline stage, or route by territory. Those tasks remain in your CRM workflows or manual review.
Tool accepts any text in email and phone fields. No format checking, no duplicate detection, no verification. Assume agent accuracy or add downstream CRM rules.
Each tool call creates a new lead. If an agent calls create_lead twice in one conversation, two leads appear. Merging or deduplication is a CRM responsibility.
What is inside
Built to do the job, end to end.
- Brings Your Own LLM. No bundled API keys, no Odoo IAP charges, no per-conversation fees. Configure your provider (OpenAI, Google Gemini, xAI, Azure OpenAI, local Ollama, or any OpenAI-compatible endpoint) once in eh_ai settings. All usage runs against your account.
- Data Stays in Odoo. Agents run within the Odoo platform. Prospects and conversations remain on your instance. No logs sent to third parties beyond your chosen LLM provider.
- Single Tool. This module adds one server action tool (create_lead) and one topic (Lead Capture). No additional views, no new records to configure. Install and assign the topic to an agent.
Honest about the edges
What this does not do, so nothing surprises you.
- Does not configure or manage LLM providers; install eh_ai first and set up your preferred provider
- Does not assign leads to teams or update existing leads; lead creation only
- Does not auto-fill unmapped fields or perform field mapping beyond the schema
- Does not integrate with email, SMS, or external lead sources
- Does not score, rank, or qualify leads; agent provides the judgment in conversation
- Does not manage agent prompts or conversation rules; supply your own system instructions via agent settings
AI lead capture, sales agent, prospect qualification, CRM integration, conversational AI, Odoo automation, lead generation, bring-your-own-key, OpenAI integration, agent workflow, sales automation
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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