Three agents that cover the daily work of a sales team. The first two come from the template gallery, the third is imported from a file published on this site. Each one is set up in minutes: start from the proposed mission, then adjust it to your figures.

Follow up on dormant quotations

A quotation sent and then forgotten is a sale going to a competitor. The Dormant quotation alert template finds them every weekday at 8:30 am, schedules a follow-up activity for the salesperson, notes the finding in the quotation's chatter and ends with a summary.

Every morning, identify quotations (sale.order, state in ['draft','sent']) above 1 000 € with no changes for 5 days. For each one, schedule a follow-up activity for the salesperson and add a note in the chatter. Summarize: number of dormant quotations, combined amount, breakdown by salesperson.

A real run: dormant quotations found, a follow-up activity for each salesperson, then the summary.

What it can touch. It reads sales, creates activities, and only writes on draft or sent quotations: the template's rule carries this condition, so a confirmed sales order stays out of reach.

Common adjustments. The amount threshold and the inactivity delay, of course. Also add a cap ("handle at most the 20 oldest") and, if needed, the customers to leave aside.

Qualify every new lead

The Inbound lead qualification template fires when each lead is created (crm.lead). It reads the name, company, email and description, assigns a score from 0 to 100 and writes a structured note in the lead's chatter. Junk requests are flagged as such.

For each new lead, analyze its content (name, company, email, description). Assign a score from 0 to 100 based on information quality and sales potential, and write a structured note in the lead's chatter: score, two-sentence rationale, recommended next action. If the lead looks like spam, say so clearly in the note.

Each new lead gets a note: score, rationale and next action.

Reaction time. An event-driven agent watches Odoo at a pace set by your tier: one hour on Starter, fifteen minutes on Pro, five minutes on Business. In the video, the run is started by hand with Run now to skip the wait.

Common adjustments. Describe your criteria: target industry, company size, stated budget. The more precise the grid, the more comparable the scores from one lead to the next.

Prepare follow-ups, emails to approve

The CRM lead follow-up agent reviews your open opportunities, one at a time. For each one, it reads the description and the last exchange, then drafts a short follow-up message. The message shows up as an editable card: Send or Don't send. Nothing leaves without your click, and the email is sent by Odoo, under the agent's Odoo identity.

Opportunity follow-up: the agent drafts the email, you review it, then choose Send or Don't send.

Download the agent

Download the file agent-relance-leads-crm.json. Its mission is written in French and drafts the messages in English. To write in each customer's language, rewrite its "Rédiger le message" (Write the message) section, for example "Le message est rédigé dans la langue du contact" (the message is written in the contact's language), in the file or after the import from the agent's page.

Import it

Create an agent, then Import a JSON file (aidoo-agent/v1). Choose the agent's Odoo account, then create it. The Suggest emails (approved sending) permission is already checked.

Ask for the review

The agent is conversational: it never starts the review on its own. Write to it, from its page or from the Aidoo bubble in Odoo, for example "Review my open opportunities and draft the follow-ups".

In Odoo, the record opens with the follow-up

From the Aidoo bubble in your Odoo, the agent opens each opportunity's form while you review its message: you keep the context in front of you.

Next step

Use cases: customer support: triage tickets and sum up the day
Rules and permissions: tighten what each agent can touch
Credits and consumption: what these agents cost