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ERP AI Chatbot for Odoo Sales Module

This workflow combines the Odoo sales module with AI conversational technology to achieve automatic acquisition of sales opportunity data and intelligent interaction. Through the aggregation and analysis of sales data by the AI model, the sales team can quickly grasp key information, enhancing decision-making efficiency and customer communication experience. It supports scheduled data retrieval, generates intelligent summaries, and enables real-time chat interactions, helping sales personnel efficiently manage sales opportunities and improve customer service quality. It is suitable for various enterprises to enhance digital sales efficiency.

Workflow Diagram
ERP AI Chatbot for Odoo Sales Module Workflow diagram

Workflow Name

ERP AI Chatbot for Odoo Sales Module

Key Features and Highlights

This workflow integrates the Odoo Sales module with OpenAI’s conversational AI and text processing capabilities to automate the retrieval, summarization, and intelligent interaction of sales opportunity data. By leveraging AI models to summarize sales data and respond to user queries, it enhances the sales team’s information processing efficiency and customer communication experience. Highlights include automated scheduled fetching of sales opportunities, intelligent summary generation, context window memory for continuous dialogue, and real-time chat interaction triggered via Webhook.

Core Problems Addressed

Traditional ERP systems handle large and complex sales data, making it difficult for sales personnel to quickly access key insights, while customer communications often lack intelligent assistance. This workflow solves issues such as cumbersome manual sales data aggregation, time-consuming analysis, and delayed customer query responses by enabling intelligent sales data summarization and natural language interaction. It helps sales teams efficiently manage opportunities and improve customer service quality.

Use Cases

  • Daily automated retrieval and summarization of the latest sales opportunity data for sales teams
  • Instant querying of sales opportunity details and statistics by sales personnel via chatbot
  • Quick overview of opportunity win status and expected revenue summaries for management
  • Customer support using an intelligent chat assistant to answer common questions about sales projects
  • Enterprises aiming to combine Odoo sales data with AI conversational systems to boost digital sales efficiency

Main Workflow Steps

  1. Scheduled Trigger: Automatically initiate the data fetching process on a set schedule.
  2. Get All Opportunities from Odoo: Call the Odoo API to retrieve sales opportunities including win status, description, contact email, expected revenue, and other fields.
  3. Merge Opportunities: Aggregate all sales opportunity data.
  4. AI Model Summarization (OpenAI GPT-4 Turbo + Summarize Opportunities): Generate a concise summary of sales opportunities, covering win status and expected revenue.
  5. Save Summary to File: Store the summary text locally as a cached file.
  6. Chat Trigger: Receive user chat input requests via Webhook.
  7. Read Summary From File: Load the saved sales opportunity summary based on the chat request.
  8. Conditional Check (If Summary Exists): Verify if the summary file exists; if not, trigger data retrieval again.
  9. Extract Text From File: Extract the summary text to serve as conversational context.
  10. Window Buffer Memory: Maintain session context to support continuous dialogue memory.
  11. AI Conversational Agent (OpenAI Chat Model + Calculator): Utilize the AI language model combined with auxiliary tools (e.g., calculator) to answer user sales-related questions, supporting dynamic tool invocation for calculations.

Systems and Services Involved

  • Odoo ERP System: Source of sales opportunity data.
  • OpenAI GPT-4 Turbo Model: For text summarization and natural language conversation generation.
  • n8n Nodes: Handling scheduled triggers, webhook chat triggers, file read/write, conditional logic, text extraction, data aggregation, memory management, and tool invocation.

Target Users and Value

  • Sales Teams and Sales Managers: Quickly grasp a comprehensive view of sales opportunities to improve decision-making efficiency.
  • Customer Support Staff: Enhance customer communication experience through an intelligent chatbot.
  • ERP System Administrators and Automation Engineers: Simplify intelligent integration and automation of ERP data workflows.
  • Medium to Large Enterprises: Build AI-driven sales data analysis and interaction platforms on top of Odoo to accelerate business responsiveness and improve service quality.

By seamlessly integrating ERP sales data with advanced AI technologies, this workflow delivers intelligent innovation in enterprise sales management and customer service, empowering sales teams to operate efficiently and elevate customer satisfaction.