AI Guided Lead Creation for Odoo

Conversational CRM Creation

AI Guided Lead Creation: what to validate before go-live

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.

Key capabilities

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.

Start a new Lead or Opportunity

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

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

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.

After the AI collects all the

After the AI collects all the information and creates the Lead, it immediately confirms the success and gives you a large, clickable view button.

Additional details

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.

The AI automatically extracts all relevant details from your conversation and uses this information to correctly populate the corresponding fields in the Lead form.

Conclusion

AI Guided Lead Creation is built for teams that want Odoo workflows they can validate on probuseappdemo.com before production rollout.

Start with one realistic scenario, then expand training once stakeholders see the same data in backend and on mobile or portal where applicable.

Explore AI Guided Lead Creation

Before go-live, test AI Guided Lead Creation with one realistic document flow on probuseappdemo.com so sales, operations, and finance see the same data.
Sananaz Mansuri • Techno-Functional Consultant at Probuse

AI Guided Lead Creation is designed so day-to-day work and management reporting stay on one Odoo database instead of scattered spreadsheets.
Mustufa Rangwala • Chief Executive Officer at Probuse