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Documentation Complète
📋 Chatbot ERP pour Odoo : Automatisation Avancée des Ventes
💡 Description
Ce workflow n8n offre une solution d'automatisation puissante pour les entreprises utilisant le module de ventes d'Odoo. Grâce à l'intégration de modèles AI avancés et de fonctionnalités de gestion de fichiers, ce chatbot ERP permet aux équipes de vente d'accéder rapidement à des résumés d'opportunités et d'interagir efficacement avec les données client. En automatisant la récupération, le traitement et la synthèse des données, ce workflow améliore la prise de décision en temps réel, optimise les processus commerciaux et augmente la productivité des équipes.
📈 Impact & ROI: Augmentation significative de l'efficacité opérationnelle et réduction du temps passé sur les tâches manuelles, offrant un retour sur investissement rapide.
🚀 Fonctionnalités Clés
- ✅ Intégration fluide avec le module de ventes d'Odoo
- ✅ Utilisation avancée de l'IA pour résumer les opportunités
- ✅ Amélioration du flux de travail avec un agent conversationnel intelligent
- ✅ Gestion efficace des fichiers pour un accès rapide aux informations
📊 Architecture Technique
16
Nodes
Nodes
14
Connexions
Connexions
2
Services
Services
🔌 Services Intégrés
OpenAIOdoo
🔧 Composition du Workflow
| Node | Type | Description |
|---|---|---|
| Window Buffer Memory | @n8n/n8n-nodes-langchain.memoryBufferWindow | Traitement des données |
| OpenAI Chat Model | @n8n/n8n-nodes-langchain.lmChatOpenAi | Traitement des données |
| Calculator | @n8n/n8n-nodes-langchain.toolCalculator | Traitement des données |
| Schedule Trigger | scheduleTrigger | Traitement des données |
| Convert to File | convertToFile | Traitement des données |
| Save Summary to File | readWriteFile | Traitement des données |
| Get All Opportunities from Odoo | odoo | Traitement des données |
| Read Summary From File | readWriteFile | Traitement des données |
| If Summary Exists | if | Condition logique pour router le flux |
| Merge Opportunities | aggregate | Traitement des données |
| Extract Text From File | extractFromFile | Traitement des données |
| AI Conversational Agent | @n8n/n8n-nodes-langchain.agent | Traitement des données |
| Summarize Opportunities | @n8n/n8n-nodes-langchain.chainSummarization | Traitement des données |
| OpenAI Summarization Model | @n8n/n8n-nodes-langchain.lmOpenAi | Traitement des données |
| Sticky Note | stickyNote | Traitement des données |
| Chat Trigger | @n8n/n8n-nodes-langchain.chatTrigger | Traitement des données |
📖 Guide d'Implémentation
- Import du workflow: Téléchargez le fichier JSON et importez-le dans votre instance n8n
- Configuration des credentials: Configurez les accès pour chaque service utilisé
- Personnalisation: Adaptez les paramètres selon vos besoins spécifiques
- Test: Exécutez le workflow en mode test pour vérifier le bon fonctionnement
- Activation: Activez le workflow pour une exécution automatique
🏷️ Tags
Structure JSON
Voir le code JSON complet
{
"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 Memory",
"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": "OpenAI Chat Model",
"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": "Calculator",
"type": "@n8n\/n8n-nodes-langchain.toolCalculator",
"position": [
1480,
700
],
"parameters": [],
"typeVersion": 1
},
{
"id": "b9c10744-c5b8-4949-a80f-d331746632fb",
"name": "Schedule Trigger",
"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": "Merge 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 Agent",
"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: {{ $json.data }}.\n\n\nUSER'S INPUT\n--------------------\nHere is the user's input (remember to respond with a markdown code snippet of a json blob with a single action, and NOTHING else):\n\n{{input}} "
},
"promptType": "define"
},
"typeVersion": 1.6
},
{
"id": "117af37c-7dda-4bba-a008-d67c876efa9d",
"name": "Summarize Opportunities",
"type": "@n8n\/n8n-nodes-langchain.chainSummarization",
"position": [
1020,
60
],
"parameters": {
"options": {
"summarizationMethodAndPrompts": {
"values": {
"prompt": "=Write a summary of the following:\n\n\n{{ JSON.stringify($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": "Sticky Note",
"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": "Chat Trigger",
"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": "Read Summary From File",
"type": "main",
"index": 0
}
]
]
},
"Convert to File": {
"main": [
[
{
"node": "Save Summary to File",
"type": "main",
"index": 0
}
]
]
},
"Schedule Trigger": {
"main": [
[
{
"node": "Get All Opportunities from Odoo",
"type": "main",
"index": 0
}
]
]
},
"If Summary Exists": {
"main": [
[
{
"node": "Extract Text From File",
"type": "main",
"index": 0
}
],
[
{
"node": "Get All Opportunities from Odoo",
"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
}
]
]
},
"Save Summary to File": {
"main": [
[
{
"node": "Read Summary From File",
"type": "main",
"index": 0
}
]
]
},
"Window Buffer Memory": {
"ai_memory": [
[
{
"node": "AI Conversational Agent",
"type": "ai_memory",
"index": 0
}
]
]
},
"Extract Text From File": {
"main": [
[
{
"node": "AI Conversational Agent",
"type": "main",
"index": 0
}
]
]
},
"Read Summary From File": {
"main": [
[
{
"node": "If Summary Exists",
"type": "main",
"index": 0
}
]
]
},
"Summarize Opportunities": {
"main": [
[
{
"node": "Convert to File",
"type": "main",
"index": 0
}
]
]
},
"OpenAI Summarization Model": {
"ai_languageModel": [
[
{
"node": "Summarize Opportunities",
"type": "ai_languageModel",
"index": 0
}
]
]
},
"Get All Opportunities from Odoo": {
"main": [
[
{
"node": "Merge Opportunities",
"type": "main",
"index": 0
}
]
]
}
}
}
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