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75 changes: 75 additions & 0 deletions ai_agent_salesman/README.rst
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.. image:: https://odoo-community.org/readme-banner-image
:target: https://odoo-community.org/get-involved?utm_source=readme
:alt: Odoo Community Association

=================
AI Agent Salesman
=================

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.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
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:alt: Beta
.. |badge2| image:: https://img.shields.io/badge/license-AGPL--3-blue.png
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:alt: License: AGPL-3
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:target: https://github.com/OCA/ai/tree/19.0/ai_agent_salesman
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:alt: Translate me on Weblate
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Specialized AI Sales Agent configuration with CRM/Sales tools.

**Table of contents**

.. contents::
:local:

Bug Tracker
===========

Bugs are tracked on `GitHub Issues <https://github.com/OCA/ai/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 <https://github.com/OCA/ai/issues/new?body=module:%20ai_agent_salesman%0Aversion:%2019.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.

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

Credits
=======

Authors
-------

* Pierre Verkest

Maintainers
-----------

This module is maintained by the OCA.

.. image:: https://odoo-community.org/logo.png
:alt: Odoo Community Association
:target: https://odoo-community.org

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 <https://github.com/OCA/ai/tree/19.0/ai_agent_salesman>`_ project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
2 changes: 2 additions & 0 deletions ai_agent_salesman/__init__.py
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# Copyright 2026 Pierre Verkest
# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
22 changes: 22 additions & 0 deletions ai_agent_salesman/__manifest__.py
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# Copyright 2026 Pierre Verkest
# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).

{
"name": "AI Agent Salesman",
"summary": "Specialized AI Sales Agent configuration with CRM/Sales tools",
"version": "19.0.1.0.0",
"category": "Services/AI",
"author": "Pierre Verkest, Odoo Community Association (OCA)",
"website": "https://github.com/OCA/ai",
"license": "AGPL-3",
"depends": [
"ai_oca_native_agent_tool",
"ai_tool_sale_crm",
"sales_team",
],
"data": [
"data/ai_agent_salesman_data.xml",
],
"installable": True,
"application": False,
}
57 changes: 57 additions & 0 deletions ai_agent_salesman/data/ai_agent_salesman_data.xml
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<?xml version="1.0" encoding="utf-8" ?>
<!-- Copyright 2026 Pierre Verkest
License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl). -->
<odoo>
<!-- Dedicated User Account for Sales AI Agent -->
<record
id="user_ai_sales_agent"
model="res.users"
context="{'no_reset_password': True}"
>
<field name="name">Sales AI Agent Account</field>
<field name="login">ai_sales_agent</field>
<field name="email">ai_sales_agent@example.com</field>
<field name="is_ai_agent" eval="True" />
<field
name="group_ids"
eval="[(6, 0, [ref('base.group_user'), ref('sales_team.group_sale_salesman_all_leads')])]"
/>
</record>

<!-- Custom Sales Prompt Template -->
<record id="prompt_system_sales" model="ai.prompt.template">
<field name="name">Sales AI System Prompt</field>
<field name="code">system_sales_agent</field>
<field name="prompt_type">system</field>
<field
name="template_text"
><![CDATA[<t>You are a dedicated Odoo Sales AI Agent.
Your primary objective is to assist sales representatives, manage leads, update opportunity stages, and ensure fast customer qualification.
Always maintain a professional, customer-focused tone.</t>]]></field>
</record>

<!-- Custom Sales Persona -->
<record id="persona_salesman" model="ai.persona">
<field name="name">Sales Specialist Persona</field>
<field name="code">sales_specialist</field>
<field name="system_prompt_id" ref="prompt_system_sales" />
<field
name="description"
>Specialized sales persona focused on CRM lead management and pipeline optimization.</field>
</record>

<!-- Dedicated Sales AI Agent -->
<record id="agent_salesman" model="ai.agent">
<field name="name">Sales Assistant AI Agent</field>
<field name="persona_id" ref="persona_salesman" />
<field name="user_id" ref="user_ai_sales_agent" />
<field name="execution_mode">dedicated_agent</field>
<field
name="tool_ids"
eval="[(6, 0, [ref('ai_tool_sale_crm.tool_update_lead_stage'), ref('ai_tool.current_date')])]"
/>
<field
name="description"
>AI Agent managing CRM pipeline and sales opportunities under dedicated sales security context.</field>
</record>
</odoo>
3 changes: 3 additions & 0 deletions ai_agent_salesman/pyproject.toml
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[build-system]
requires = ["whool"]
build-backend = "whool.buildapi"
1 change: 1 addition & 0 deletions ai_agent_salesman/readme/DESCRIPTION.md
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Specialized AI Sales Agent configuration with CRM/Sales tools.
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