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- AI Sales & Support Assistant
Illustrative previewAn LLM-powered assistant embedded in ERPNext that drafts email and quotation replies,
summarizes records and threads, scores leads, and answers plain-English questions over your ERP data. Built, installed, and supported by
ECOSIRE as a build-to-order Frappe app.
What is AI Sales & Support Assistant?
An LLM-powered assistant embedded in ERPNext that drafts email and quotation replies, summarizes records and threads, scores leads, and answers plain-English questions over your ERP data. Built, installed, and supported by ECOSIRE as a build-to-order Frappe app. Built to order by ECOSIRE for ERPNext v15, v16 — indicative price from $999.00 USD; request a quote for a scoped proposal.
Key Features
Built to order, done for you
No DIY setup — a working app, built, installed and supported by ECOSIRE.
- 1
You order
Start with a one-time build price. We scope it with you at kickoff.
- 2
We build & install
ECOSIRE builds, configures and installs it on your ERPNext.
- 3
Go live + support
You go live in about one working week, with two weeks of go-live support. Defects in the code we deliver are fixed free of charge.
Technical Specifications
- ERPNext Compatibility
- —
- License
- Licence confirmation required
- Python Requirement
- Python 3.10+
- Database
- MariaDB 10.6+
About this Product
Sales and support teams live inside ERPNext, but ERPNext native has no generative layer. Reps retype the same quotation follow-ups, read through a long Lead or Issue timeline before every reply, and answer questions like "which open opportunities in the GCC closed above 40% margin last quarter" by hand-building a report. ERPNext ships list views, report builder, and email templates, but none of that drafts prose, summarizes a 30-comment thread, or turns a business question into a filtered query. That gap is where hours quietly disappear.
ECOSIRE builds erpnext_ai_assistant, a proper Frappe app (its own module, DocTypes, and hooks.py) that wires an LLM directly into your ERPNext workflow. A "Draft with AI" button on Quotation, Lead, Opportunity, and Issue (via client scripts) calls a @frappe.whitelist() server method that assembles context from the linked records and returns an editable draft into the Email/Communication dialog — nothing is sent automatically, the human always approves. A conversational side panel answers natural-language questions by translating them into permission-safe frappe.get_list/query-report calls, so the model reads data through the same role permissions and User Permissions the logged-in user already has — it can never surface rows a user isn't allowed to see. Record and thread summarization runs over the Communication and Comment timeline; lead scoring and next-best-action are computed on a Scheduler event and written to custom fields you can sort and filter on. A configurable AI Prompt DocType lets you tune tone, guardrails, and per-DocType behavior without a redeploy, and an AI Interaction Log DocType captures every prompt, response, token count, and cost for auditability.
Technically it is a clean, upgrade-safe app: LLM calls run through Frappe hooks.py doc events and background jobs so the UI never blocks; API keys live in Site Config (never in code or the database in plaintext); a Knowledge Base retrieval layer indexes your chosen DocTypes and files so answers are grounded in your own content rather than the model's guesses. It targets Frappe/ERPNext v15 and v16, respects the framework's permission model end to end, and adds zero core patches — it is installable and removable with bench install-app / bench uninstall-app.
Because this is build-to-order, we start from your actual workflow. After a short scoping call we confirm which DocTypes, actions, and questions matter to your team, pick and configure the LLM provider you prefer, then build, test on a staging bench, and hand over. Typical delivery is one working week from confirmed scope. You receive the installable source for your version, install and configuration on your environment, documentation, a training session, and a post-go-live support window — plus the git repository so your team fully owns what we build.
What you get
- Installable source code for your Frappe/ERPNext version (v15 or v16), delivered as a proper `erpnext_ai_assistant` app
- Installation and configuration on your bench/site, including LLM provider wiring in Site Config
- Technical documentation: DocType reference, hooks, whitelisted methods, and configuration guide
- End-user guide plus a live training session for your sales and support team
- UAT on a staging bench with a documented rollback plan before production go-live
- Post-go-live support window for defect fixes and configuration adjustments
- Git repository handover so your team fully owns and can extend the code
- Configured AI Prompt presets and Knowledge Base index tuned to your DocTypes and workflow
Who this is for
Sales Team Lead
Runs a pipeline in ERPNext and wants reps to spend time selling, not retyping follow-ups. Needs AI-drafted quotation and opportunity replies, lead scoring, and next-best-action surfaced right on the record — with the human still approving every send.
Customer Support Manager
Owns the Issue/Helpdesk queue and needs agents to resolve faster. Wants instant thread summaries of long tickets, suggested replies grounded in the knowledge base, and consistent tone across the team without leaving ERPNext.
Sales Operations / RevOps Analyst
Constantly asked for ad-hoc numbers. Wants to ask ERPNext data questions in plain English and get permission-safe answers instead of hand-building query reports, while keeping a full audit log of what the AI accessed.
ERP Admin / IT Manager
Responsible for a clean, upgrade-safe ERPNext. Needs an app with no core patches, keys stored securely in Site Config, role-and-permission-aware AI access, and a git repo the team can maintain across v15/v16 upgrades.
How AI Sales & Support Assistant Compares
| Criterion | ECOSIRE | Custom Build | Competitor | ERPNext Native |
|---|---|---|---|---|
| Fit to your ERPNext workflow | Built to your exact DocTypes, actions, and questions | Fully bespoke but you specify and manage everything | Generic assumptions, limited to what the vendor shipped | No generative AI layer at all |
| Natural-language data queries | Permission-safe queries via `frappe.get_list`/reports | Possible, but you design the safety layer yourself | Often absent or a bolt-on chatbot | Report builder only — no plain-English questions |
| Permission & audit safety | Runs under user roles; every call logged | Depends on your team's discipline | Varies; often broad service-account access | Native permissions, but no AI to govern |
| Upgrade safety (v15/v16) | Separate app, no core patches, clean uninstall | Risk of core patches if built in a hurry | Depends on vendor's version support | Core — always upgrade-safe, but no feature |
| LLM provider & key handling | Pluggable provider, keys in Site Config | You build and secure the integration | Usually locked to one provider/cloud | Not applicable |
| Time to value | one working week from confirmed scope | Months of in-house build and QA | Fast install but generic behavior | Immediate, but nothing to enable |
| Ownership & source code | Full source + git repo handover | You own it — and all the maintenance | Closed source, subscription lock-in | Core codebase, no custom app |
| Support & maintenance | Post-go-live window + optional ongoing | Self-supported by your team | Vendor SLA, often tiered add-on | Community/support plan, no AI scope |
Frequently Asked Questions about AI Sales & Support Assistant
Is this a ready-to-download app from the Frappe Marketplace?
No. This is a build-to-order app that ECOSIRE builds, installs, and supports for your specific ERPNext workflow. There is no instant download — we scope your DocTypes, actions, and questions first, then build the `erpnext_ai_assistant` app for your v15 or v16 environment.
How long does delivery take?
Typical delivery is one working week from confirmed scope. After a short scoping call we agree on the exact DocTypes, AI actions, and provider, then build, test on a staging bench, and hand over. Timeline depends on how many workflows and integrations you want included.
How is support and are updates handled after go-live?
Every engagement includes a post-go-live support window for defect fixes and configuration adjustments, and you receive the git repository so your team can maintain and extend the app. We also offer ongoing support or version-upgrade work (for example when you move from v15 to v16) as a separate arrangement.
Can the AI see data a user isn't allowed to see?
No. All data access goes through Frappe's permission engine — the assistant reads via `frappe.get_list` and query reports under the logged-in user's own role permissions and User Permissions. It cannot surface rows the user couldn't already open, and every AI interaction is written to an audit log.
Which LLM provider do you use, and where do the keys live?
The provider is pluggable — OpenAI, Anthropic, Azure OpenAI, or a self-hosted model — chosen during scoping to fit your data-residency and budget needs. API keys are stored in Site Config, never hardcoded or kept in plaintext database fields, and all token usage and cost are logged.
Will this modify ERPNext core or make upgrades harder?
No. It ships as a separate Frappe app with its own module, DocTypes, custom fields, `hooks.py` doc events, and client/server scripts. There are no core monkey-patches, so it installs and removes cleanly with `bench install-app` / `bench uninstall-app` and stays upgrade-safe across ERPNext versions.
Does it send emails or take actions automatically?
By default, no. AI-drafted replies land in the standard Email/Communication dialog for a human to review, edit, and send. Any automated actions (such as scheduled lead scoring writing to custom fields) are explicit, configurable, and logged — you decide what runs autonomously versus what stays human-approved.
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AI Sales & Support Assistant
An LLM-powered assistant embedded in ERPNext that drafts email and quotation replies, summarizes records and threads, scores leads, and answers plain-English questions over your ERP data. Built, installed, and supported by ECOSIRE as a build-to-order Frappe app.
- Frappe app `erpnext_ai_assistant` with its own module, DocTypes, and `hooks.py` — no core patches, installable/removable via `bench install-app`
- "Draft with AI" client-script button on Quotation, Lead, Opportunity, and Issue that returns an editable draft into the Email dialog (never auto-sends)
- Natural-language query panel that translates questions into permission-safe `frappe.get_list` / query-report calls — the model reads through the user's own role and User Permissions
- Record and thread summarization over the Communication and Comment timeline, condensing long histories into a briefing