AI Guided Lead Creation

Conversational CRM Creation

Intelligent Lead Form Assistant

This specialized module gives your Gemini AI assistant a powerful new skill: the ability to create new Leads and Opportunities using a conversational, step by step process, making the start of your sales pipeline much easier.

Main Features:

• Guided Creation Workflows:
• Start a new Lead or Opportunity simply by telling the AI assistant to "Create a Lead" The assistant then takes control of the conversation and asks you a series of easy, one by one questions (like "What is the customer's name?") to gather all the necessary data required by your sales team.
• The assistant then guides you conversationally, asking for all necessary details step by step to ensure a complete record.
• Instant Access to New Records:
• After the AI collects all the information and creates the Lead, it immediately confirms the success and gives you a large, clickable view button.
• Click this button to go straight to the newly created Lead screen in Odoo, ready for you to follow up without any extra searching.
• Conversational Context Mapping:
• The AI automatically extracts all relevant details from your conversation and uses this information to correctly populate the corresponding fields in the Lead form.