Chatbot de IA para el módulo de ventas de Odoo

Avanzado

Este es unSalesflujo de automatización del dominio deautomatización que contiene 16 nodos.Utiliza principalmente nodos como If, Odoo, Aggregate, ConvertToFile, ReadWriteFile. Chatbot de IA para el módulo de ventas de Odoo ERP - Integrado con OpenAI

Requisitos previos
  • Clave de API de OpenAI

Categoría

Vista previa del flujo de trabajo
Visualización de las conexiones entre nodos, con soporte para zoom y panorámica
Exportar flujo de trabajo
Copie la siguiente configuración JSON en n8n para importar y usar este flujo de trabajo
{
  "id": "n8cwEZfJLGn15Lqx",
  "meta": {
    "instanceId": "d40a25503b797861fe81ffcf2649da2a83b8677ac1ef2ee6b6872aa9b52454b8",
    "templateCredsSetupCompleted": true
  },
  "name": "ERP AI chatbot for Odoo sales module",
  "tags": [],
  "nodes": [
    {
      "id": "abe58519-f3fe-4438-b6d6-d67071c70f0b",
      "name": "Window Buffer Memoria",
      "type": "@n8n/n8n-nodes-langchain.memoryBufferWindow",
      "position": [
        1360,
        700
      ],
      "parameters": {
        "sessionKey": "={{ $('Chat Trigger').item.json.sessionId }}",
        "sessionIdType": "customKey"
      },
      "typeVersion": 1.2
    },
    {
      "id": "35b63108-e40d-494f-a0dc-5c8ea296c75f",
      "name": "Modelo de chat OpenAI",
      "type": "@n8n/n8n-nodes-langchain.lmChatOpenAi",
      "position": [
        1240,
        700
      ],
      "parameters": {
        "options": {}
      },
      "credentials": {
        "openAiApi": {
          "id": "8F3dAS1qjFM6mYbD",
          "name": "OpenAi account"
        }
      },
      "typeVersion": 1
    },
    {
      "id": "91ff893c-917d-46c2-b27d-48e9799452a6",
      "name": "Calculadora",
      "type": "@n8n/n8n-nodes-langchain.toolCalculator",
      "position": [
        1480,
        700
      ],
      "parameters": {},
      "typeVersion": 1
    },
    {
      "id": "b9c10744-c5b8-4949-a80f-d331746632fb",
      "name": "Disparador programado",
      "type": "n8n-nodes-base.scheduleTrigger",
      "position": [
        220,
        180
      ],
      "parameters": {
        "rule": {
          "interval": [
            {}
          ]
        }
      },
      "typeVersion": 1.2
    },
    {
      "id": "4fa016bf-3f4c-4bfd-8c11-0270002de533",
      "name": "Convert to File",
      "type": "n8n-nodes-base.convertToFile",
      "position": [
        1480,
        180
      ],
      "parameters": {
        "options": {},
        "operation": "toText",
        "sourceProperty": "response.text"
      },
      "typeVersion": 1.1
    },
    {
      "id": "f9f0f1ed-7ccf-4c97-8d28-91399b2a4440",
      "name": "Save Summary to File",
      "type": "n8n-nodes-base.readWriteFile",
      "position": [
        1700,
        180
      ],
      "parameters": {
        "options": {
          "append": false
        },
        "fileName": "cache.txt",
        "operation": "write"
      },
      "typeVersion": 1
    },
    {
      "id": "e9715c9d-7ebb-4f8c-b44e-a2ee69bf9618",
      "name": "Get All Opportunities from Odoo",
      "type": "n8n-nodes-base.odoo",
      "position": [
        460,
        180
      ],
      "parameters": {
        "options": {
          "fieldsList": [
            "won_status",
            "description",
            "email_from",
            "contact_name",
            "expected_revenue"
          ]
        },
        "resource": "opportunity",
        "operation": "getAll",
        "returnAll": true
      },
      "credentials": {
        "odooApi": {
          "id": "5XAxrqqPxY5dzcoP",
          "name": "Odoo account"
        }
      },
      "typeVersion": 1
    },
    {
      "id": "23b82fdb-656f-497f-84eb-4296581245ac",
      "name": "Read Summary From File",
      "type": "n8n-nodes-base.readWriteFile",
      "position": [
        540,
        540
      ],
      "parameters": {
        "options": {},
        "fileSelector": "cache.txt"
      },
      "typeVersion": 1,
      "alwaysOutputData": false
    },
    {
      "id": "8d702c53-9001-4f71-80c4-17786384caf0",
      "name": "If Summary Exists",
      "type": "n8n-nodes-base.if",
      "position": [
        760,
        540
      ],
      "parameters": {
        "options": {},
        "conditions": {
          "options": {
            "leftValue": "",
            "caseSensitive": true,
            "typeValidation": "strict"
          },
          "combinator": "and",
          "conditions": [
            {
              "id": "c65a538f-f6c8-41ff-bad3-a631a5063cbb",
              "operator": {
                "type": "string",
                "operation": "exists",
                "singleValue": true
              },
              "leftValue": "={{ $json.fileName }}",
              "rightValue": ""
            }
          ]
        }
      },
      "typeVersion": 2
    },
    {
      "id": "4007d6e3-2d6f-4edd-afee-7df3c7dd5236",
      "name": "Fusionar Opportunities",
      "type": "n8n-nodes-base.aggregate",
      "position": [
        700,
        180
      ],
      "parameters": {
        "options": {},
        "aggregate": "aggregateAllItemData"
      },
      "typeVersion": 1
    },
    {
      "id": "604de791-8351-47ed-897d-2b7fe7f0aa99",
      "name": "Extract Text From File",
      "type": "n8n-nodes-base.extractFromFile",
      "position": [
        1020,
        520
      ],
      "parameters": {
        "options": {},
        "operation": "text"
      },
      "typeVersion": 1
    },
    {
      "id": "ab68228c-7d02-4d36-8c43-10a387dc3085",
      "name": "AI Conversational Agente",
      "type": "@n8n/n8n-nodes-langchain.agent",
      "position": [
        1240,
        520
      ],
      "parameters": {
        "text": "={{ $('Chat Trigger').item.json.chatInput }}",
        "agent": "conversationalAgent",
        "options": {
          "humanMessage": "=TOOLS\n------\nAssistant can ask the user to use tools to look up information that may be helpful in answering the users original question. The tools the human can use are:\n\n{tools}\n\n{format_instructions}\n\nAnswer questions using only the following context: {{ $json.data }}.\n\n\nUSER'S INPUT\n--------------------\nHere is the user's input (remember to respond with a markdown code snippet of a json blob with a single action, and NOTHING else):\n\n{{input}} "
        },
        "promptType": "define"
      },
      "typeVersion": 1.6
    },
    {
      "id": "117af37c-7dda-4bba-a008-d67c876efa9d",
      "name": "Resumir Opportunities",
      "type": "@n8n/n8n-nodes-langchain.chainSummarization",
      "position": [
        1020,
        60
      ],
      "parameters": {
        "options": {
          "summarizationMethodAndPrompts": {
            "values": {
              "prompt": "=Write a summary of the following:\n\n\n{{ JSON.stringify($json.data) }}\n\nInclude important information such as won status and expected revenue for each opportunity. Also include a short description of each oppotunity and keep opportunities separate.\n\nCONCISE SUMMARY: ",
              "combineMapPrompt": "=Write a summary of the following:\n\n{{ JSON.stringify($json.data) }}\n\nInclude important information such as won status and expected revenue for each opportunity. Also include a short description of each oppotunity and keep opportunities separate.\n\nCONCISE SUMMARY: "
            }
          }
        }
      },
      "typeVersion": 2
    },
    {
      "id": "e6ae17c7-15db-4c9d-9ce9-4748eaf84359",
      "name": "OpenAI Summarization Model",
      "type": "@n8n/n8n-nodes-langchain.lmOpenAi",
      "position": [
        1000,
        220
      ],
      "parameters": {
        "model": {
          "__rl": true,
          "mode": "list",
          "value": "gpt-4-turbo",
          "cachedResultName": "gpt-4-turbo"
        },
        "options": {}
      },
      "credentials": {
        "openAiApi": {
          "id": "8F3dAS1qjFM6mYbD",
          "name": "OpenAi account"
        }
      },
      "typeVersion": 1
    },
    {
      "id": "0e3a0b55-62d0-43d0-a744-a7b7ab05c087",
      "name": "Nota adhesiva",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        200,
        -160
      ],
      "parameters": {
        "width": 446.44549763033154,
        "height": 261.8821936357484,
        "content": "# ERP chatbot for Odoo sales module\n\nSet up steps:\n* Configure the Odoo credentials\n* Configure OpenAI credentials\n* Toggle \"Make Chat Publicly Available\" from the Chat Trigger node."
      },
      "typeVersion": 1
    },
    {
      "id": "b9169b8d-7ff6-403f-b354-511c23d5da1c",
      "name": "Disparador de chat",
      "type": "@n8n/n8n-nodes-langchain.chatTrigger",
      "position": [
        220,
        540
      ],
      "webhookId": "09eea368-b78f-4209-9750-f28b706363c2",
      "parameters": {
        "public": true,
        "options": {}
      },
      "typeVersion": 1
    }
  ],
  "active": false,
  "pinData": {
    "Get All Opportunities from Odoo": [
      {
        "json": {
          "id": 6,
          "email_from": "contact@mihai.ltd",
          "won_status": "won",
          "description": "<p data-last-history-steps=\"1224754175503363,660472183033793\">\nAlex Mason, Procurement Manager at Innovative Solutions Inc., initially expressed strong interest in CloudConnect Pro for upcoming projects. They were impressed with its capabilities in cloud integration, data management, and flexibility. After successful discussions and negotiations, NovaTech Enterprises signed a contract for $19,000 to implement CloudConnect Pro for their enterprise-level needs. Project onboarding and deployment were completed successfully.\n\n<br></p>",
          "contact_name": false,
          "expected_revenue": 19000
        }
      },
      {
        "json": {
          "id": 5,
          "email_from": "contact@mihai.ltd",
          "won_status": "pending",
          "description": "<p>Mihai Farcas, Procurement Manager at Innovative Solutions Inc, is interested in incorporating CloudConnect Pro platform into their upcoming projects. They are impressed by its capabilities in cloud integration, data management, and flexibility. They request detailed information on pricing, implementation options, support services, and case studies for enterprise-level deployments. They are eager to learn more and hope for a mutually beneficial partnership. </p>",
          "contact_name": false,
          "expected_revenue": 17000
        }
      }
    ]
  },
  "settings": {
    "executionOrder": "v1"
  },
  "versionId": "315972c0-e19d-4978-88ea-9fe721de3631",
  "connections": {
    "Calculator": {
      "ai_tool": [
        [
          {
            "node": "AI Conversational Agent",
            "type": "ai_tool",
            "index": 0
          }
        ]
      ]
    },
    "Chat Trigger": {
      "main": [
        [
          {
            "node": "23b82fdb-656f-497f-84eb-4296581245ac",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "4fa016bf-3f4c-4bfd-8c11-0270002de533": {
      "main": [
        [
          {
            "node": "f9f0f1ed-7ccf-4c97-8d28-91399b2a4440",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Schedule Trigger": {
      "main": [
        [
          {
            "node": "e9715c9d-7ebb-4f8c-b44e-a2ee69bf9618",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "8d702c53-9001-4f71-80c4-17786384caf0": {
      "main": [
        [
          {
            "node": "604de791-8351-47ed-897d-2b7fe7f0aa99",
            "type": "main",
            "index": 0
          }
        ],
        [
          {
            "node": "e9715c9d-7ebb-4f8c-b44e-a2ee69bf9618",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "OpenAI Chat Model": {
      "ai_languageModel": [
        [
          {
            "node": "AI Conversational Agent",
            "type": "ai_languageModel",
            "index": 0
          }
        ]
      ]
    },
    "Merge Opportunities": {
      "main": [
        [
          {
            "node": "Summarize Opportunities",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "f9f0f1ed-7ccf-4c97-8d28-91399b2a4440": {
      "main": [
        [
          {
            "node": "23b82fdb-656f-497f-84eb-4296581245ac",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Window Buffer Memory": {
      "ai_memory": [
        [
          {
            "node": "AI Conversational Agent",
            "type": "ai_memory",
            "index": 0
          }
        ]
      ]
    },
    "604de791-8351-47ed-897d-2b7fe7f0aa99": {
      "main": [
        [
          {
            "node": "AI Conversational Agent",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "23b82fdb-656f-497f-84eb-4296581245ac": {
      "main": [
        [
          {
            "node": "8d702c53-9001-4f71-80c4-17786384caf0",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Summarize Opportunities": {
      "main": [
        [
          {
            "node": "4fa016bf-3f4c-4bfd-8c11-0270002de533",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "e6ae17c7-15db-4c9d-9ce9-4748eaf84359": {
      "ai_languageModel": [
        [
          {
            "node": "Summarize Opportunities",
            "type": "ai_languageModel",
            "index": 0
          }
        ]
      ]
    },
    "e9715c9d-7ebb-4f8c-b44e-a2ee69bf9618": {
      "main": [
        [
          {
            "node": "Merge Opportunities",
            "type": "main",
            "index": 0
          }
        ]
      ]
    }
  }
}
Preguntas frecuentes

¿Cómo usar este flujo de trabajo?

Copie el código de configuración JSON de arriba, cree un nuevo flujo de trabajo en su instancia de n8n y seleccione "Importar desde JSON", pegue la configuración y luego modifique la configuración de credenciales según sea necesario.

¿En qué escenarios es adecuado este flujo de trabajo?

Avanzado - Ventas

¿Es de pago?

Este flujo de trabajo es completamente gratuito, puede importarlo y usarlo directamente. Sin embargo, tenga en cuenta que los servicios de terceros utilizados en el flujo de trabajo (como la API de OpenAI) pueden requerir un pago por su cuenta.

Información del flujo de trabajo
Nivel de dificultad
Avanzado
Número de nodos16
Categoría1
Tipos de nodos15
Descripción de la dificultad

Adecuado para usuarios avanzados, flujos de trabajo complejos con 16+ nodos

Autor
Mihai Farcas

Mihai Farcas

@mihailtd

Full-stack developer with 5+ years streamlining healthcare processes. Proficient in NodeJS, VueJS, MongoDB, PostgreSQL, Kubernetes, and n8n. Ready to optimize your workflows – book a consult via my link.

Enlaces externos
Ver en n8n.io

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Categorías

Categorías: 34