AI CRM
Automatically create qualified leads from AI conversations and route sales opportunities to your professional team.
AI CRM Overview
The AI CRM module enables AI systems to automatically create Leads in Odoo CRM when conversations need human follow-up. AI collects contact information, classifies needs, and creates leads with complete data so sales teams can follow up immediately. This naturally extends both AI Livechat and the AI website chatbot.
Key points
• Create leads directly from AI conversations with customers
• Automatically collect and standardize contact information
• Tag Source by AI Agent to track effectiveness
• Integrate with AI Livechat to preserve conversation history
• Classify leads by team, tags, and priority level
• Sanitize HTML data to ensure security
When AI Should Create Leads
AI will transition to lead creation when encountering these scenarios:
Key points
• Customer requests custom quote or personalized pricing
• Customer requests product demo or in-depth consultation
• Customer wants to be contacted by a human agent
• AI lacks sufficient information or confidence to handle completely
• Complex needs requiring support from real specialists
Automated Lead Creation Process
Steps
1. AI identifies need to escalate to human team
2. AI proposes which team will contact the customer
3. Collect information step-by-step: Name → Email → Phone
4. AI confirms information with customer before creating
5. Call "Create Lead" tool to create lead in CRM
6. Lead is automatically tagged with Source, Team, Tags, Priority
7. Sales team receives notification and begins follow-up
Required Information for Lead Creation
AI must collect all the following information before creating a lead:
Key points
• Lead name - Title describing the opportunity
• Contact name - Name of the contact person
• Email - Valid email address
• Phone number - Contact phone number
• Description - Detailed needs and context
• Team - Responsible team
• Tags - Lead classification tags
• Priority - Priority level (low/medium/high/very high)
AI CRM Livechat Integration
The AI CRM Livechat module connects AI livechat with CRM for a seamless experience:
Key points
• Lead automatically linked to original livechat session (Origin Channel)
• Preserve conversation after closing if lead was created
• Attach Visitor information from website to lead
• Track number of leads each AI Agent has created
• View lead list by AI Agent with one click
• Sales team can review entire conversation before contacting
The "Create Leads" Topic
Pre-integrated topic with detailed instructions for AI:
Key points
• Business logic for transitioning conversations to leads
• Security rules - do not expose tool names or payloads
• Step-by-step contact information collection rules
• Constraint to call lead creation tool maximum once
• Logic to confirm information before creating
• Response guidelines after successful/failed lead creation
Track Performance by AI Agent
Measure and optimize performance of each AI Agent:
Key points
• View lead count directly on AI Agent form
• Click "Lead" button to open lead list by Source
• Analyze conversion by AI source
• Compare lead quality between agents
• View leads in multiple modes: Kanban, List, Graph, Pivot, Calendar
• Optimize prompts and topics based on real data
Search and Filter Leads
Effective ways to filter and search leads:
Key points
• Filter by Source - View leads from specific AI Agent
• Filter by Team - Classify by responsible team
• Filter by Tags - Find leads by classification labels
• Filter by Priority - Prioritize important leads
• Filter by Origin Channel - Leads with livechat attached
• Filter by Visitor - Leads from specific website visitor
Practical Usage Tips
Key points
• Define teams and tags in CRM clearly before deployment
• Keep topic instructions concise and clear for AI
• Do not let AI create leads when missing email or phone
• Ensure country information if routing by region is needed
• Use step-by-step questions instead of asking everything at once
• Confirm data with customer before creating lead
• Create "Leads from AI" filter for separate tracking
• Track AI lead conversion by team weekly
• Adjust prompts based on actual lead quality
• Sales should review livechat conversation before calling customer
Sales Team Workflow
Steps
1. Monitor new leads created from AI daily
2. Prioritize high-priority leads first
3. Open original livechat conversation to understand context
4. Contact customer based on collected information
5. Update status and handling results in CRM
6. Convert lead to opportunity when qualified
Common Troubleshooting
Solutions for common issues:
Key points
• AI not creating Lead: Check topic has 2 tools, teams/tags configured
• Lead missing data: Review collection process in topic
• Wrong Source: Update module to reinitialize source
• No Lead button on Agent: Agent has not created any leads yet
• Lead not linked to Origin Channel: Check discuss_channel context
• Livechat conversation lost after closing: Lead was not created successfully
• Visitor not attached to lead: Check website/livechat environment
Important Terminology
Key concepts to understand:
Key points
• Lead - Potential sales opportunity requiring follow-up
• Source - AI Agent that created the lead
• Team - Sales group responsible for the lead
• Tags - Classification labels for lead characteristics
• Priority - Importance level of the lead
• Origin Channel - Original livechat channel that created the lead
• Visitor - Tracked website visitor
• Topic - Set of instructions and tools for AI Agent