AI Sales Co-Pilot
Turn your Odoo sales data into a daily action center.
AI Sales Co-Pilot is a single-page, AI-powered sales workspace that lives inside Odoo. It reads your existing Sales, CRM, Inventory, and Accounting data and turns it into a prioritised daily briefing, an AI who-to-call list, smart upsell pitches, lead scoring, seasonal push plans, meeting prep, and deal coaching — without you digging through menus.
The Overview tab is a morning landing page that surfaces overdue activities, expiring quotes, at-risk customers, and the highest-value opportunities first, so you can decide your top three actions in 30 seconds. A market-basket upsell engine, RFM customer segmentation, per-product seasonality, and customer health scoring deliver data-driven recommendations with no manual rules or taxonomy to maintain.
Bring your own AI: it works with Google Gemini, OpenAI GPT, or Anthropic Claude — you supply the API key and nothing is resold or proxied. It is token-frugal by design, salesperson-scoped with manager-aware record rules, and resilient on customised installs, using Odoo core fields only and degrading gracefully when optional modules are missing.
Key Features
Daily Action Center
The Overview tab surfaces overdue activities, expiring quotes, at-risk customers, and your highest-value opportunities first — so you can decide your top three actions in 30 seconds.
AI in Every Workflow
Daily briefing, meeting prep, quote follow-up, customer talking points, deal coaching, win/loss patterns, sentiment monitoring, and upsell-pitch generation — all AI-assisted.
Smart Upsell Engine
A market-basket recommendation engine plus per-product seasonality suggests what to pitch next — no manual rules or product taxonomy required.
Lead Scoring & Segmentation
RFM customer segmentation and health scoring rank who to call and which deals are at risk, working with whatever your shop already sells.
Bring Your Own AI
Works with Google Gemini, OpenAI GPT, or Anthropic Claude. You supply the API key — nothing is resold or proxied, and provider costs stay in your control.
Scoped & Resilient
Reps see only their own orders; managers see everything — enforced with Odoo record rules, not just UI hiding. Uses core fields only and degrades gracefully on customised installs.