odoo-addon-ai-oca-bridge-crm-lead 16.0.2.0.0

Adds CRM Lead triggers for AI Bridges

Ai Oca Bridge CRM Lead

This module is intended to allow external AI systems to perform actions with the correct context, based on triggers related to CRM Leads.

Table of contents

• Configuration

• Usage

• Bug Tracker

• Credits

  • Authors

  • Contributors

  • Maintainers

Configuration

• Bridge with ``Usage = “AI Thread Create”``

  Processes new CRM leads in the external system for AI-enhanced actions like lead enrichment or tailored follow up emails.
• Bridge with ``Usage = “AI Thread Write”``

  Updates lead information in the external system when leads are modified in Odoo.
• Bridge with ``Usage = “AI Thread Unlink”``

  Removes lead data from the external system when leads are deleted from Odoo.

For creating those bridges, apart from the usage of the bridge, the user must define:

• Payload Type: it depends on the endpoint configuration, normally “Record” would work.

• Result Type: depending on your use case.

• Model: select the “CRM Lead” model

• Field: add at least the fields the endpoint is expecting (e.g., name, email, phone, company, etc.).

• Filter: add a domain for using the bridge only with the leads intended to trigger automatic actions

Usage

Depending on the bridges you have created, create, update or delete a CRM Lead mathing the bridge domain. You should see the execution on the AI Bridge Execution menu.

Bug Tracker

Bugs are tracked on GitHub Issues. In case of trouble, please check there if your issue has already been reported. If you spotted it first, help us to smash it by providing a detailed and welcomed feedback.

Do not contact contributors directly about support or help with technical issues.

Credits

Authors

• Binhex

Contributors

• Binhex

  • Ariel Barreiros

Maintainers

This module is maintained by the OCA.

OCA, or the Odoo Community Association, is a nonprofit organization whose mission is to support the collaborative development of Odoo features and promote its widespread use.

This module is part of the OCA/ai project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.