Intelligent AI Chatbot for Odoo Sales Module
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This workflow deploys an intelligent AI chatbot for your Odoo sales module, providing instant access to summarized opportunity data. It automatically fetches and summarizes Odoo sales opportunities using OpenAI, then allows your team to query this information conversationally, saving valuable time and enhancing productivity.
About This Workflow
Empower your sales team with an AI-driven chatbot that delivers real-time insights from your Odoo sales module. This powerful n8n workflow intelligently connects to Odoo, fetches all sales opportunities, and then leverages OpenAI to generate concise, actionable summaries. These summaries are cached for quick retrieval, forming the knowledge base for an interactive conversational AI agent. Sales professionals can simply ask questions to the chatbot and receive immediate, context-aware answers about opportunity statuses, expected revenues, and detailed descriptions, all without ever logging into Odoo. It streamlines access to critical sales data, accelerating decision-making and boosting efficiency.
Key Features
- Automated Odoo Sales Data Sync: Periodically fetches all opportunities (including won status, description, email, contact, and expected revenue) from your Odoo ERP system.
- AI-Powered Summarization: Utilizes OpenAI to create concise, informative summaries of complex sales data, highlighting key metrics and keeping opportunities separate.
- Intelligent Conversational AI: An interactive chatbot built with LangChain provides natural language access to your Odoo insights.
- Contextual Memory: Employs a Window Buffer Memory to maintain conversation history, allowing for fluid follow-up questions and more natural interactions.
- Data Caching for Performance: Stores summarized data in a local file (
cache.txt) to ensure rapid response times for chatbot queries and reduce API calls. - Built-in Calculator Tool: Enables the chatbot to perform calculations for quick on-the-fly analysis related to sales figures.
How To Use
- Configure Odoo Credentials: Set up your Odoo API credentials in the
Get All Opportunities from Odoonode to connect to your ERP system. This will allow the workflow to fetch your sales data. - Connect OpenAI: Provide your OpenAI API credentials for both the
OpenAI Chat Model(for the chatbot) andOpenAI Summarization Model(for data summarization) nodes. - Activate Chat Trigger: Ensure the
Chat Triggernode (not explicitly shown in snippet but implied by expressions like$('Chat Trigger').item.json.sessionId) is enabled and set to "Make Chat Publicly Available" for external access to your chatbot. - Adjust Schedule (Optional): Modify the
Schedule Triggernode to define how frequently the Odoo opportunities should be fetched and re-summarized. By default, it runs on an interval. - Customize Prompts (Optional): Fine-tune the summarization prompts in
Summarize Opportunitiesor the agent prompts inAI Conversational Agentto fit your specific data and desired conversational style.
Apps Used
Workflow JSON
{
"id": "5138f067-cc55-4821-bb44-373a17f320d8",
"name": "Intelligent AI Chatbot for Odoo Sales Module",
"nodes": 29,
"category": "Sales",
"status": "active",
"version": "1.0.0"
}Note: This is a sample preview. The full workflow JSON contains node configurations, credentials placeholders, and execution logic.
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ID: 5138f067-cc55...
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