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AI营销 - CRM、销售与在线客服,AI Marketing - CRM, Sale & LiveChat AI
AI Marketing - CRM, Sale & LiveChat AI
AI agent for CRM lead creation, sales assistance and live chat operator, powered by ai.robot (multi-provider).
Put an AI agent on your website livechat: it answers visitors around the clock
and turns conversations into CRM leads automatically.
Overview
This module extends the ai.robot agent core (app_ai_odoo) with livechat and CRM integration. An AI agent can be attached to any livechat channel rule and then operates as a chat operator on your website: it answers questions in a strict Q&A style, stays online even when no human operator is available, and follows decision rules to collect visitor contact details and create CRM leads when a request needs human follow-up.
Every lead created by the agent is tagged with the livechat source and the originating agent UTM reference, so attribution is fully traceable.
Complete Feature List
-
1. AI agent as live chat operator on your website livechat channels.
Strict Q&A communication style with short, concise answers. -
2. AI lead creation skill: the agent collects visitor contact details and creates CRM leads.
Triggered when the request needs human follow-up or the visitor asks to be contacted. -
3. Agent form shows the number of leads created by the AI agent.
Smart button opens the kanban/list/pivot/graph view of the agent's leads. -
4. Sales prompt buttons (provided by app_ai_odoo core data).
Reusable sales-oriented prompts shipped by the ai.robot core. -
5. Livechat stays online 24/7: the AI agent answers even when no human operator is online.
The livechat button remains available as long as the rule does not hide it. -
6. Per-rule agent assignment: attach an AI agent to any livechat channel rule by URL, country or language.
Different agents can serve different pages, countries or languages. -
7. AI agent takes priority over a scripted chatbot when both are configured on the same rule.
Explicit warning shown in the rule form when both are set. -
8. Leads are tagged with livechat source and UTM reference of the originating AI agent for full attribution.
Includes the livechat origin channel and website visitor link. -
9. Multi LLM provider support (OpenAI, DeepSeek, Gemini and more) via the ai.robot core.
Choose the provider per agent; no vendor lock-in. -
10. AI proactive customer acquisition robot: reach and convert prospects proactively.
Under active development, more features coming soon. -
11. AI business opportunity catcher: detect and capture sales opportunities into CRM.
Under active development, more features coming soon. -
12. AI social media assistant (Douyin, Kuaishou, WeChat Channels).
Under active development, more features coming soon.
Key Highlights
From visitor chat to CRM lead, fully automated
1. AI Live Chat Operator
7x24 availability
The AI agent answers website visitors directly in the livechat, with a strict Q&A style and concise replies. No human operator needs to stay online.
2. Automatic CRM Leads
Lead creation skill
When a conversation needs human follow-up, the agent collects contact details (name, email, phone, address, job position) and creates a CRM lead with team, tags and priority.
3. Lead Statistics per Agent
Attribution you can measure
Each agent form shows a Leads smart button with the number of leads it created, opening the full CRM analysis views filtered on that agent.
4. Rule-based Routing
URL, country, language
Bind an AI agent to any livechat channel rule. Serve different agents on different pages, countries or languages of your website.
5. AI beats Scripted Bot
Smart priority
When both a scripted chatbot and an AI agent are configured on the same rule, the AI agent answers first - flexible understanding instead of fixed trees.
6. Multi LLM Providers
OpenAI, DeepSeek, Gemini...
Powered by the ai.robot core (app_ai_odoo). Pick your LLM provider per agent and switch at any time without code changes.
General Features
Multi-Language & Multi-Company
Built for Global Teams
Full multi-language translation support for global deployments. Native multi-company architecture with strict data isolation.
Full Version Support
Odoo 12 to 19
Works with Odoo 19,18,17,16,15,14,13,12, EE/CE/.SH, compatible with Enterprise, Community and Odoo Online SaaS.
Full Open Source
LGPL-3 Licensed
Released under LGPL-3. Transparent, auditable code, open for further development and customization.
How It Works
Create Agent
Set up an AI agent in ai.robot with your LLM provider
Bind to Rule
Assign the agent to a livechat channel rule
Chat 24/7
The agent answers visitors on your website
Create Leads
Contact details become CRM leads automatically
Track Results
Follow up and measure leads per agent
Supported & Dependent Modules
- app_ai_odoo
- crm
- sale
- im_livechat
- crm_livechat
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Specifications
| 版本 | 18.0 |