Real-time Sales Quotes via Telegram and Odoo
Sales reps create quotes and check stock in Odoo by sending plain text messages to a Telegram bot.
What it does
Create sales quotes and check product availability in Odoo directly from Telegram without logging into the ERP. Sales reps can send plain text messages to specify customers, items, and quantities, allowing for instant order entry and real-time stock lookups while on the go.
Step by step
- Set up a Telegram Bot via BotFather to obtain the authentication token and webhook URL.
- Configure an Odoo API user with appropriate access rights for sales orders and stock models.
- Implement a Python script using the python-telegram-bot library to handle incoming message events.
Where the LLM does the work
- Prompt the Gemini model to parse unstructured natural language into structured JSON containing customer, product, and quantity fields.
- Design system instructions that instruct the LLM to request clarification when critical details like SKU or customer ID are missing.
- Generate error-handling responses in Telegram that explain why a quote could not be created based on Odoo's feedback.
Watch out for
Natural language parsing can misinterpret ambiguous product names, so always display the extracted details for user confirmation before creating the quote.
Telegram webhook delivery can fail intermittently due to network issues, so implement a polling fallback or message queue for reliability.
Customer identification via name alone is risky in large databases, so require exact match validation or ID lookup before proceeding with the order.
Tools that fit
The agent brief
Everything your agent needs, including the gotchas. Copy it and go.
You are helping me build the following AI agent workflow. ## Goal Real-time Sales Quotes via Telegram and Odoo: Sales reps create quotes and check stock in Odoo by sending plain text messages to a Telegram bot. ## Specification - What it does: Create sales quotes and check product availability in Odoo directly from Telegram without logging into the ERP. Sales reps can send plain text messages to specify customers, items, and quantities, allowing for instant order entry and real-time stock lookups while on the go. - Trigger: Triggered by an event (Event · on new Telegram message) - Autonomy: Fully hands-off - Expected setup effort: about an afternoon - Tools/services involved: - Telegram: Receive chat messages and send confirmations - Odoo: Create sales quotes and check product availability - Google Gemini Chat Model: Extract details from natural language input ## Known pitfalls, handle each one explicitly in your implementation 1. Natural language parsing can misinterpret ambiguous product names, so always display the extracted details for user confirmation before creating the quote. 2. Telegram webhook delivery can fail intermittently due to network issues, so implement a polling fallback or message queue for reliability. 3. Customer identification via name alone is risky in large databases, so require exact match validation or ID lookup before proceeding with the order. ## Reference implementation https://n8n.io/workflows/9148 (workflow template) Fetch and inspect this before building. If it matches my stack, adapt it; if not, rebuild the pattern with my tools. ## Process requirements 1. Before building: ask me which of the listed tools I actually use and what my platform is (n8n / Make / code / other). Do not assume. 2. Adapt the pattern to my answers; do not force the reference stack. 3. Address every pitfall above; tell me how you handled each. 4. Provide a test plan I can run before letting this touch real data. 5. Ask before any step that sends messages, modifies data, or spends money. Source: https://usecasesforagents.com/use-case/real-time-sales-quotes-via-telegram-and-odoo/ via usecasesforagents.com
Frequently asked questions
Can I use a different Messaging than Telegram?
Yes. Telegram is only the example messaging in this recipe. The same flow works with ClickSend API, Discord, Google Chat and LINE Messaging API. Swap the messaging connection and keep the rest of the setup as written.
Want this running in your business?
This is what I do. I design and build AI agents like this one, and keep them running. If you want it set up for your team instead of doing it yourself, get in touch.
Who it's for
Built for sales teams who want the prep work done before they pick up the phone.