Sales agent
Turn your dormant pipeline into activatable revenue.
At a glance#
The Sales agent connects to your Odoo and analyses three key signals: pending quotes, lead qualification, and disengagement risk among existing customers.
Every week it delivers a prioritised action plan, amounts in euros, emails already drafted, and follow-ups ready to send after your validation.
What the agent detects#
The Sales agent watches for:
- Dormant quotes: proposals sent more than 14 days ago with no response or follow-up
- Ignored hot leads: CRM opportunities with strong potential not contacted for 7 days
- At-risk customers: order frequency down versus historical rhythm
- Rebound opportunities: customers who bought product A but never the complementary B
- Under-valued quotes: proposals below the category average basket
What the agent quantifies for you#
What it measures
The value of every quote left unanswered, its age in days, the date of the last exchange and the customer's usual ordering rhythm.
On which data
Your quotes and orders from the Sales module, your CRM opportunities when the module is installed. Your records, never a market average.
At which cadence
Four scans a day, plus an on-demand scan before a pipeline review or a quarter end.
The decision it enables
Knowing which quote to chase first, with the amount at stake next to it and the follow-up email already drafted, for you to approve before it goes out.
A worked example
The starting hypotheses
- 5 quotes left unanswered for more than 14 days
- €13,500 as the average value of a quote
The arithmetic
5 × €13,500
Result of these hypotheses
€67,500
of pipeline to chase, quote by quote, with the follow-up email already drafted.
That amount is the product of the hypotheses above. It is not a result observed at a customer, and we publish no typical range by company size.
Your own figure is computed on your own Odoo: the free scan produces it in a few minutes.
The amount itself is yours. We publish no typical range by company size: it would say nothing about your pipeline, and it would read as a promise. The free scan computes your figure from your own quotes, in a few minutes.
Demo in four steps#
- 1
Connect to your Odoo
Secure authentication via dedicated API key. No data is copied or stored outside your isolated tenant.
2 min
- 2
Initial pipeline scan
The agent analyses quotes, opportunities, and 12 months of customer history to learn your normal activity patterns.
30 sec
- 3
AI prioritisation
Each opportunity is scored on six criteria: amount, age, customer history, sector, seasonality, behaviour signals.
15 sec
- 4
Emails ready to validate
You get the prioritised list with follow-up emails drafted per quote context. You validate, it sends.
your call
Required Odoo data#
Required modules
- Salessale
Optional modules
- CRMcrm
- Sales ↔ Inventorysale_stock
The agent detects installed modules at runtime and adapts. Without CRM it focuses on quotes. With CRM it extends to opportunities not yet converted to quotes.
Supported versions: Odoo 15 to 20 (Community and Enterprise).
Human validation#
Agent
The agent prepares
You
You approve
Agent
The agent executes
● No action is sent to your Odoo without your explicit approval.
In practice, the Sales agent can:
- Draft a follow-up email → you read, optionally edit, you send
- Create a rebound quote draft → "draft" status in Odoo, never sent to the customer without you
- Propose prioritisation → you arbitrate
The agent never automatically changes:
- Quote status (unless you give explicit permission)
- Price or terms of a proposal
- Customer data (contact details, segmentation, credit)
Frequently asked questions#
Does the agent email my customers automatically?
No. The agent prepares emails; you validate before send. You can edit, rewrite, or reject. Even one-click send still requires your explicit validation per email. No client communication goes out without you.
What if my rep already followed up outside Odoo?
The agent learns from rejections. If you say a follow-up is already in progress, it stores that in contextual memory and will not propose that quote again in later cycles.
How long until a first result?
The initial scan takes a few minutes. The first prioritised plan is available right after. A first validated follow-up usually takes 5 to 10 minutes.
Does my data leave my Odoo?
The agent reads your data via the Odoo API. Analysis runs on our infrastructure hosted with Infomaniak in Switzerland. No data is used to train a model. Each customer has an isolated tenant. More in our security page.
Does the agent replace my salesperson?
No. It replaces the time spent figuring out what to follow up, writing emails from scratch, and prioritising the pipeline. Your team gets more time for what humans do best: relationships with customers and prospects.
Read next
See this agent working on your Odoo data
A few minutes, read-only, no card. Then a trial on your real data: 14 days, or until the trial credit is used up.
Rather talk it through? Book a demo