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Screenshot of a sanitized HTML copy of the working interface with demonstration data.
Service IT / client case

AI triage for incoming leads

Website forms, email, Meta and phone inquiries are routed into Odoo CRM so managers can work from a shared context.

Screenshot of a sanitized HTML copy of the working interface with demonstration data.
Screenshot of a sanitized HTML copy of the working interface with demonstration data.

Classification

The AI assistant helps separate relevant service requests from spam or unrelated messages and records a concise reason for the suggested classification.

Next action

It proposes a follow-up step for the manager while preserving human review and manual correction of the lead.

Ongoing development

We refine source mapping, duplicate handling and classification rules as real cases reveal new edge conditions.

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