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Kurze Fakten
- Preis
- $399.00 USD
- ERPNext-Versionen
- —
- Rüstzeit
- 30 Min
- Lizenz
- Einmalig und unbefristet
- Sprachen
- 11 Sprachen
Einmalkauf
AI Sales Assistant & Conversation Copilot for ERPNext
An LLM-powered copilot that lives inside your ERPNext CRM — drafting email and WhatsApp replies, summarizing deal threads, suggesting next-best-actions and scoring intent, all on your own Frappe instance. ECOSIRE builds, installs and supports it as a proper Frappe app.
$399.00USD
Keine Zahlung jetzt. Dies sendet eine Angebotsanfrage an unser Team – wir melden uns per E-Mail mit Preisen und nächsten Schritten.
Hauptfunktionen
AI reply drafting on Lead, Opportunity and CRM Deal forms via a client-script-injected copilot panel, with tone/length controls and one-click insert into the Email/Communication composer
WhatsApp reply drafting through a whitelisted method callable from your existing WhatsApp gateway or the ERPNext WhatsApp integration, using the deal's full timeline as context
Deal and thread summarization that reads the `Communication` and `CRM Note` history and writes a persistent `AI Deal Summary` DocType record, regenerated on new activity
Next-best-action suggestions persisted as `Next Best Action` records and optionally auto-created as `ToDo`/`Event` against the deal owner
Intent scoring written to a custom `intent_score` field on Opportunity so you can filter List Views, build Kanban lanes and Query Reports on hot deals natively
Sentiment scoring per inbound Communication, surfaced as an indicator on the timeline and rolled up to the deal
Meeting-note extraction: paste raw notes into a CRM Note and a whitelisted parser creates structured follow-up activities, action items and updates deal fields
Server-side LLM connector supporting OpenAI, Anthropic, Azure OpenAI or a self-hosted/on-prem model, keys stored encrypted in `AI Copilot Settings` single DocType — never exposed to the browser
`hooks.py` `doc_events` on Communication/Opportunity that enqueue summarization and re-scoring via `frappe.enqueue` so saves are never blocked
`scheduler_events` that re-score stale open deals, expire old drafts and post a daily 'deals needing attention' digest
Full permission-awareness: every whitelisted method runs as the acting user, honouring Role Profiles, DocType permissions and permlevel field security
Every generated draft stored as an editable `AI Draft` record with model, prompt version and token usage logged for audit and cost tracking
All copilot capabilities exposed over the standard Frappe REST API for reuse from mobile PWA, n8n/automation or third-party channels
Prompt templates managed as data (not hardcoded) in a `Prompt Template` DocType so your sales language and playbook can be tuned without a code deploy
Rate-limiting and per-user/per-day token budgets enforced server-side to keep LLM spend predictable
Über dieses Produkt
Your sales team already lives in ERPNext — Leads, Opportunities, CRM Notes, the communication timeline — but the actual selling work happens in their heads and their inboxes. Reps re-read long email threads to remember where a deal stands, retype the same qualifying replies, and forget the next follow-up because ERPNext core has no notion of "what should I do next on this deal." ERPNext's native CRM captures the record of what happened; it does not read the conversation, draft the reply, or tell a rep which of forty open Opportunities is actually about to close. That gap is where hours leak and warm deals go cold.
Warum AI Sales Assistant & Conversation Copilot for ERPNext wählen
AI reply drafting on Lead, Opportunity and CRM Deal forms via a client-script-injected copilot panel, with tone/length controls and one-click insert into the Email/Communication composer
WhatsApp reply drafting through a whitelisted method callable from your existing WhatsApp gateway or the ERPNext WhatsApp integration, using the deal's full timeline as context
Deal and thread summarization that reads the `Communication` and `CRM Note` history and writes a persistent `AI Deal Summary` DocType record, regenerated on new activity
Next-best-action suggestions persisted as `Next Best Action` records and optionally auto-created as `ToDo`/`Event` against the deal owner
Intent scoring written to a custom `intent_score` field on Opportunity so you can filter List Views, build Kanban lanes and Query Reports on hot deals natively
Sentiment scoring per inbound Communication, surfaced as an indicator on the timeline and rolled up to the deal
The AI Sales Assistant & Conversation Copilot is a proper Frappe app (ai_sales_copilot) that ECOSIRE builds and installs directly on your ERPNext bench. It adds a copilot panel to the Lead, Opportunity and CRM Deal forms via client scripts and a bundled Vue/JS widget, backed by whitelisted server methods (@frappe.whitelist()) that assemble context from the Communication and CRM Note DocTypes, call your chosen LLM (OpenAI, Anthropic, Azure OpenAI or a self-hosted model) through a server-side connector, and stream drafts back into the form. Because every call runs server-side, your API keys live in Frappe's encrypted Site Config / a dedicated AI Copilot Settings single DocType — never in the browser — and every request respects the acting user's role permissions and DocType-level permlevels, so a copilot suggestion can never surface a record the rep isn't allowed to see.
Technically, the copilot is wired into ERPNext's own event fabric. hooks.py doc_events on Communication and Opportunity trigger background enqueues (frappe.enqueue) so summarization and intent re-scoring happen off the request thread and never block a save. Scheduler events (scheduler_events hourly/daily) re-score stale open deals and post digests. Custom DocTypes — AI Draft, AI Deal Summary, Intent Score and Next Best Action — persist every generated artifact so output is auditable, editable and reportable, not ephemeral chat. Intent and sentiment scores are written to custom fields on Opportunity so you can build native ERPNext List View filters, Kanban lanes and Query Reports on "hot" deals without any external BI tool. Meeting notes pasted into a CRM Note are parsed by a whitelisted extraction method into structured ToDo / Event / follow-up activity records against the deal. Everything is exposed over the standard Frappe REST API, so the same drafting and scoring methods are callable from your WhatsApp gateway, a mobile PWA, or an n8n workflow.
Because this is build-to-order, nothing is a black box you download and hope fits. We start with a scoping call to confirm your CRM flavour (ERPNext CRM vs the standalone Frappe CRM app), your LLM provider and data-residency constraints, the channels you want drafting for (email via the Email Account, WhatsApp via your existing gateway), and your role profiles. ECOSIRE then builds your version of the app against Frappe/ERPNext v15 or v16, validates it on a staging copy of your site with your own anonymised deals, and installs it on production with a rollback plan. Typical delivery is 2–4 weeks from confirmed scope. You receive the full source in a git repo, so you (or any Frappe developer) own and can extend it forever — no per-seat lock-in, no calling home.
Was Sie bekommen
- Installable source code for your version of the `ai_sales_copilot` Frappe app, built for Frappe/ERPNext v15 or v16
- Installation and configuration on your ERPNext instance (LLM provider wiring, `AI Copilot Settings`, role/permission setup)
- Technical documentation: DocType schema, whitelisted method reference, hooks.py events, scheduler jobs and REST API endpoints
- End-user guide plus a live training session for your sales team and CRM admins
- UAT on a staging copy of your site with your anonymised deals, plus a documented rollback plan before production cutover
- Post-go-live support window for bug fixes and configuration adjustments
- Git repository handover with full commit history so you or any Frappe developer can extend it
- Prompt-template starter set tuned to your sales playbook during scoping
Für wen das ist
Head of Sales / Sales Director
Runs a team already on ERPNext CRM and wants measurable productivity: faster reply times, consistent qualifying language and a reliable 'which deals are hot' signal, without ripping out ERPNext for a separate AI sales tool.
ERPNext / Frappe System Administrator
Owns the bench and cares that AI runs server-side, keeps API keys out of the browser, respects role permissions and permlevels, and ships as a clean installable app they can upgrade across v15/v16 rather than a pile of ad-hoc client scripts.
SDR / Account Executive
Lives in the Opportunity form all day and needs the copilot to draft the next email or WhatsApp reply, remind them of the next step, and summarize a long thread in seconds — inside the tool they already use, not another tab.
RevOps / CRM Manager
Wants intent and sentiment scores as native ERPNext fields so they can build Kanban boards, Query Reports and dashboards on pipeline health, and wants prompt templates that encode the company's actual sales methodology.
Installationsübersicht
Von ECOSIRE herunterladen
Kaufen Sie die Lizenz auf ecosire.com und laden Sie die ZIP-Datei der AI Sales Assistant & Conversation Copilot for ERPNext-App von Ihrem Konto-Dashboard herunter.
Fügen Sie die App zu Ihrer Bank hinzu
Extrahieren Sie die ZIP-Datei in den Apps-Ordner Ihrer Bank oder führen Sie „bench get-app“ mit dem Pfad zur extrahierten App aus.
Installieren Sie es auf Ihrer Website
Führen Sie „bench --site SITE_NAME install-app APP_NAME“ gefolgt von „bench migrate“ aus, um AI Sales Assistant & Conversation Copilot for ERPNext zu installieren und sein Schema anzuwenden.
Aktivieren Sie Ihre Lizenz
Öffnen Sie die ECOSIRE-Lizenzeinstellungen auf Ihrer Website und aktivieren Sie Ihren Lizenzschlüssel. Erfordert die kostenlosen Apps ecosire_connect und ecosire_license_client.
Wie AI Sales Assistant & Conversation Copilot for ERPNext im Vergleich abschneidet
| Kriterium | ECOSIRE | Benutzerdefinierter Build | Konkurrent | Odoo Native |
|---|---|---|---|---|
| Runs inside ERPNext CRM | Native panel on Lead/Opportunity forms via client scripts + whitelisted methods | Possible but you build the Frappe integration yourself | Often a generic add-on with shallow form hooks | |
| Reply drafting (email + WhatsApp) | Both channels, context-aware, one-click insert | Whatever you scope and build | Usually email-only or template macros | |
| Intent & sentiment scoring | Written to custom fields — filterable in List/Kanban/Reports | Buildable but needs schema + scoring design | Rarely; if present, siloed in the add-on | |
| LLM key security | Server-side only, encrypted in AI Copilot Settings | Depends entirely on your implementation | Varies; some route through a third-party cloud | |
| Permission awareness | Honours Role Profiles + permlevels on every call | You must enforce it yourself | Often bypasses fine-grained permissions | |
| Data & output ownership | Full git repo handover, you own the source | You own it but carry all build effort | Closed source, vendor-hosted lock-in | |
| Delivery model | Build-to-order, 2–4 weeks, UAT + rollback | Months of in-house dev and iteration | Instant install, generic fit | |
| Ongoing support | Post-go-live window + optional retainer | Your own team maintains it | Vendor SaaS support, upgrade at their pace |
Häufig gestellte Fragen zu AI Sales Assistant & Conversation Copilot for ERPNext
How long does delivery take?
This is a build-to-order app, not an instant download. Typical delivery is 2–4 weeks from confirmed scope. After a short scoping call we lock the DocTypes, channels, LLM provider and permissions, build your version, validate it on a staging copy of your site, then install on production with a rollback plan. Complex WhatsApp or multi-model requirements sit at the longer end of that range.
Which LLM providers can it use, and do you send my data anywhere I can't control?
You choose the provider: OpenAI, Anthropic, Azure OpenAI, or a self-hosted/on-prem open model if data residency matters. All calls run server-side from your Frappe instance; the API key is stored encrypted in an `AI Copilot Settings` DocType and is never exposed to the browser. Only the deal context needed for a given draft is sent to your chosen model — nothing routes through ECOSIRE.
Which versions of ERPNext and Frappe are supported?
We build against Frappe/ERPNext v15 and v16. During scoping we confirm your exact version and whether you use ERPNext's built-in CRM or the standalone Frappe CRM app, and target the build accordingly. The app is packaged as a standard installable Frappe app so it upgrades cleanly with your bench.
How do you handle support and updates after go-live?
Every engagement includes a post-go-live support window for bug fixes and configuration adjustments. Because you receive the full git repository, you or any Frappe developer can extend it independently. Beyond the included window, ECOSIRE offers ongoing support and enhancement retainers — but you are never locked in, since you own the source.
Will the AI ever show a rep records they aren't allowed to see?
No. Every whitelisted method runs as the acting user and honours ERPNext Role Profiles, DocType permissions and permlevel field-level security. The copilot assembles context only from records the current user can already read, so an AI suggestion cannot leak a restricted Lead, Opportunity or Communication.
Is this just a chatbot bolted on, or is it real ERPNext data?
It's real ERPNext data. Drafts, summaries, intent scores and next-best-actions are stored in dedicated DocTypes (`AI Draft`, `AI Deal Summary`, `Intent Score`, `Next Best Action`) and custom fields on Opportunity — so they're auditable, editable, reportable and filterable in native List Views, Kanban and Query Reports, not throwaway chat messages.
Can we tune the AI's language to our own sales playbook?
Yes. Prompt templates live in a `Prompt Template` DocType as editable data, not hardcoded strings, so your qualifying questions, tone and methodology can be adjusted by an admin without a code deploy. We seed a starter set matched to your playbook during the build.
Verwandte Module
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AI Sales Assistant & Conversation Copilot for ERPNext
An LLM-powered copilot that lives inside your ERPNext CRM — drafting email and WhatsApp replies, summarizing deal threads, suggesting next-best-actions and scoring intent, all on your own Frappe instance. ECOSIRE builds, installs and supports it as a proper Frappe app.
- AI reply drafting on Lead, Opportunity and CRM Deal forms via a client-script-injected copilot panel, with tone/length controls and one-click insert into the Email/Communication composer
- WhatsApp reply drafting through a whitelisted method callable from your existing WhatsApp gateway or the ERPNext WhatsApp integration, using the deal's full timeline as context
- Deal and thread summarization that reads the `Communication` and `CRM Note` history and writes a persistent `AI Deal Summary` DocType record, regenerated on new activity
- Next-best-action suggestions persisted as `Next Best Action` records and optionally auto-created as `ToDo`/`Event` against the deal owner