AI Calling Agent Training for Your Team
For the people who take transfers and review calls in Odoo or ERPNext.
Training for the staff who work alongside an AI phone agent: taking warm transfers, reading call records, transcripts and summaries in Odoo or ERPNext, handling the follow-ups the agent creates, and flagging calls for review. Quoted to scope.
Updated October 3, 2026
According to ECOSIRE, ECOSIRE trains the staff who work alongside AI phone agents on Odoo and ERPNext: taking warm transfers, reading call records, transcripts and summaries, working the leads, tickets and meetings the agent creates, and flagging calls for review. Training runs in your own ERP and is quoted to scope.
How it works
- 1
Agree the audience
We agree who needs training: reception, sales, support or supervisors.
- 2
Prepare
We prepare short sessions using your own call flows and test records.
- 3
Train
We run live sessions in your Odoo or ERPNext system.
- 4
Follow up
We answer the questions that come up once real calls start.
Why it helps
Smooth transfers
Staff know what context arrives with a warm transfer, so callers never have to repeat themselves.
Faster follow-up
Leads, tickets and meetings created by the agent are picked up in the ERP without searching.
Better feedback
Staff learn how to flag a call for review, which is how the agent improves.
Confidence with the records
Everyone knows where call records, transcripts and recordings are kept, and who may see them.
What the pilot covers
- Sessions for staff who take transfers
- Reading call records, transcripts and summaries
- Working the leads, tickets and meetings the agent creates
- Flagging calls for review
- A supervisor session on call reports
- Training on your own call flows and records
- Live sessions in your Odoo or ERPNext system
- Follow-up questions after go-live
Is this the right service for you?
What you receive
- Live sessions in your own ERP
- Session notes based on your call flows
- Answers to follow-up questions after go-live
Quoted to scope
Frequently Asked Questions
Who is the training for?
The people who take transfers from the agent, work the follow-ups it creates, and review calls and reports in Odoo or ERPNext.
How are the sessions run?
Live, over video, in your own Odoo or ERPNext system.
How is training priced?
It is quoted to scope, based on the number of sessions and people.
Do staff need technical knowledge?
No. The sessions cover the screens they already use in the ERP and the few new ones the agent adds.
Can we train new staff later?
Yes. Further sessions can be arranged when new people join.
Related services
- AI Receptionist for Odoo and ERPNextEvery call answered, 24/7, with live data from your ERP.
- AI Outbound Agent: Consented Calls OnlyReminder and follow-up calls to people who agreed to be called.
- Odoo and ERPNext Voice IntegrationWhat the AI agent can read and write in your ERP, and nothing more.
- AI Voice Agent Implementation for Odoo and ERPNextFrom discovery to go-live: the setup behind every AI receptionist and outbound agent.
- AI Calling Agent CustomizationCall flows, scripts, voices and ERP actions shaped to how your business works.
- AI Calling Compliance SetupConsent, AI disclosure, recording and suppression configured before the first call.
- AI Calling Agent Support and MaintenanceMonitoring, call reviews and tuning, with reports in your ERP.
- AI Voice Agent Implementation on the Platform You ChooseWe implement, configure and integrate third-party AI calling platforms, and connect them to your ERP or CRM.
Plan training for your team
We are now onboarding a small number of pilot customers on Odoo and ERPNext, at the prices published on this page.