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<!DOCTYPE html>
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<head>
<script defer data-domain="od8n.com" src="https://plausible.odoo4projects.com/js/script.tagged-events.js"></script>
<meta charset="UTF-8">
<meta name="viewport" content="width=device-width, initial-scale=1.0">
<meta name="description" content="Unlock your business potential with OD8N, your expert partners in Odoo and n8n automation. Get a free 1-hour consultation with our automation engineers. Risk-free guarantee!">
<meta name="keywords" content="OD8N, Odoo, n8n, automation, business automation, consulting, integration, service packs, Odoo development, n8n workflows">
<meta name="author" content="OD8N">
<title>OD8N - Odoo & n8n Automation Experts</title>
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}
</script>
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<ul>
<li><a href="#home">Home</a></li>
<li><a href="#packages">Packages</a></li>
<li><a href="#team">Team</a></li>
<li><a href="#blog">Blog</a></li>
<li><a href="#story">Story</a></li>
</ul>
</nav>
</div>
<section class="hero-content">
<div class="hero-left">
<h1>Odoo & n8n Automation Experts</h1>
<p>We charge upfront — you will get immediate access to our best engineers.</p>
<ul class="hero-list">
<li><span class="icon"><i class="fa-solid fa-circle-check"></i></span><span>One-hour get-to-know session included — not satisfied? Full refund, no questions asked</span></li>
<li><span class="icon"><i class="fa-solid fa-circle-check"></i></span><span>Experts in Odoo and n8n — no outsourcing, no fluff</span></li>
<li><span class="icon"><i class="fa-solid fa-circle-check"></i></span><span>Hosting solutions for Odoo & n8n available</span></li>
<li><span class="icon"><i class="fa-solid fa-circle-check"></i></span><span>Custom development tailored to your workflows</span></li>
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</section>
</header>
<section id="workshops" class="workshops">
<h2 class="section-header">Startup Workshops</h2>
<p class="section-subtitle">
We bring your business from zero to ERP and AI in just three months:
</p>
<ul class="workshop-highlights">
<li><strong>6 interactive 2-hour sessions</strong> with our expert instructors</li>
<li><strong>Hands-on topics:</strong> "First Configuration ODOO", "Sales Module", "Build your Website with ODOO", "CRM", "Automations with AI and N8N"</li>
<li><strong>Practical system setup:</strong> Work directly on your ERP so you see real results immediately</li>
<li><strong>Free tools included:</strong> ODOO and N8N for one year</li>
<li><strong>Exclusive alumni chat group:</strong> Stay connected, share tips, and get support</li>
</ul>
<div class="workshop-list container">
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<div class="badge next">Next</div>
<h3>Class Q1/2026</h3>
<p><strong>Language:</strong> German</p>
<p><strong>Places available:</strong> 4</p>
<a href="/agenda/q1-2026.pdf" class="agenda-link">Download Agenda</a>
<div class="workshop-action">
<span class="price">$790.00 <br> per Person</span>
<a href="https://Q1-2026/790.00"
target="_blank"
class="btn-secondary">
Book Now
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<div class="workshop">
<h3>Class Q2/2026</h3>
<p><strong>Language:</strong> English</p>
<p><strong>Places available:</strong> 5</p>
<a href="/agenda/q2-2026.pdf" class="agenda-link">Download Agenda</a>
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<span class="price">$790.00 <br> per Person</span>
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target="_blank"
class="btn-secondary">
Book Now
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<div class="workshop">
<h3>Class Q3/2026</h3>
<p><strong>Language:</strong> German</p>
<p><strong>Places available:</strong> 6</p>
<a href="/agenda/q3-2026.pdf" class="agenda-link">Download Agenda</a>
<div class="workshop-action">
<span class="price">$790.00 <br> per Person</span>
<a href="https://Q3-2026/790.00"
target="_blank"
class="btn-secondary">
Book Now
</a>
</div>
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<div class="workshop">
<h3>Class Q4/2026</h3>
<p><strong>Language:</strong> English</p>
<p><strong>Places available:</strong> 6</p>
<a href="/agenda/q4-2026.pdf" class="agenda-link">Download Agenda</a>
<div class="workshop-action">
<span class="price">$790.00 <br> per Person</span>
<a href="https://Q4-2026/790.00"
target="_blank"
class="btn-secondary">
Book Now
</a>
</div>
</div>
</div>
</section>
<!-- Product Packages -->
<section id="packages" class="packages">
<h2 class="section-header">Service Packs</h2>
<div class="package-list container">
<div class="package">
<h3>3 Hours<span class="asteric-icon">*</span></h3>
<p>Quick fixes and small automation improvements.</p>
<span class="price">$450</span>
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<h3>5 Hours<span class="asteric-icon">*</span></h3>
<p>Ideal for mid-level integrations and custom workflows.</p>
<span class="price">$675</span>
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<h3>10 Hours<span class="asteric-icon">*</span></h3>
<p>Perfect for large projects and advanced automation.</p>
<span class="price">$1.200</span>
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<h3>N8N Installation and Maintainance<span class="asteric-icon">*</span></h3>
<p>We install N8N on your Container and maintain it for one year.</p>
<span class="price">$75/Year</span>
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<p class="free-offer"><span class="asteric-icon">*</span> All hour packs include <strong>1 Free Consulting Hour for first clients</strong> — with a 100% refund if you’re not satisfied!</p>
</section>
<!-- Image Slider -->
<section id="team" class="slider-section">
<h2 class="section-header">Meet Our Team</h2>
<div class="slide container">
<div class="slide-content">
<div class="slide-image">
<img src="oliver.webp" alt="Oliver Arnold, Odoo & System Design Expert at OD8N">
</div>
<div class="slide-text">
<h2>Oliver Arnold</h2>
<h4>Expert in Odoo & System Design</h4>
<p>I am an expert in Odoo and system design with years of experience in consulting.</p>
<ul>
<li>Odoo functional consulting & development</li>
<li>N8N workflow design & custom nodes</li>
<li>System integration & architecture design</li>
</ul>
</div>
</div>
</div>
<div class="slide container">
<div class="slide-content">
<div class="slide-image">
<img src="mark.webp" alt="Mark Gutmann, AI and Process Consulting Expert at OD8N">
</div>
<div class="slide-text">
<h2>Mark Gutmann</h2>
<h4>Expert in AI and Process Consulting</h4>
<p>I am an expert in Odoo and system design with years of experience in consulting.</p>
<ul>
<li>Odoo functional consulting & development</li>
<li>N8N workflow design & custom nodes</li>
<li>System integration & architecture design</li>
</ul>
</div>
</div>
</div>
</section>
<section class="accordion-section">
<h2 class="section-header">Latest Blog Posts</h2>
<div class="blog-list container">
<div class="blog-teaser blog-badge-green">
<div class="blog-badge-green-tag">Company</div>
<h3 class="blog-title">Why Forward-Thinking Investors Make OD8N a Strategic Requirement</h3>
<small class="blog-date">2025-10-06</small>
<div class="blog-snippet">
In today's fast-paced business landscape, forward-thinking investors recognize the critical role of automation and ERP systems in driving growth and managing risk. Integrating these technologies enables businesses to streamline operations, enhance investor relations, and effectively manage assets—all crucial for sustainable success.
</div>
<div class="blog-full-content" style="display:none;">
<p>In today's fast-paced business landscape, forward-thinking investors recognize the critical role of automation and ERP systems in driving growth and managing risk. Integrating these technologies enables businesses to streamline operations, enhance investor relations, and effectively manage assets—all crucial for sustainable success.</p><p>Our solution leverages <strong>ODOO</strong> as a robust business platform, combined with <strong>N8N</strong> for cutting-edge automation and AI integration. This powerful combination ensures seamless integration of online sales and marketing strategies, reducing manual tasks and minimizing errors.</p><p>By adopting OD8N, businesses can confidently scale operations while maintaining comprehensive oversight of risk factors and investor communications. The platform's flexible architecture supports customization, allowing companies to align technology with their unique workflows.</p><p>Stay ahead of the curve with a system designed to optimize processes and empower decision-making. Embrace the future of business management with OD8N and secure your competitive advantage. ✨🤖</p><p>Get your 4 week free ODOO trial at <a href="https://OD8N.com">https://OD8N.com</a></p>
<img src="https://OD8N.com/images/odoo_integration.webp" class="image" width="560">
</div>
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<div class="blog-teaser blog-badge-red">
<div class="blog-badge-red-tag">Tutorial</div>
<h3 class="blog-title">From Chat to Checkout: Building a Dynamic Chat Widget with PayPal and n8n</h3>
<small class="blog-date">2025-07-30</small>
<div class="blog-snippet">
In this tutorial, we’ll walk through the key steps we used to build a dynamic chat widget using n8n, an AI agent, and a smart process flow that finishes in PayPal. We won’t cover the basics of implementing an AI chat agent — we’ll assume you’ve got that part covered.
</div>
<div class="blog-full-content" style="display:none;">
<p data-oe-version="2.0" data-last-history-steps="927496346835144">So you've wired up a chat with your AI agent and it responds nicely — but what if your chat could guide users through an entire procurement flow and end with a PayPal payment button, ready to go? 💸</p><p>In this tutorial, we’ll walk through the key steps we used to build a dynamic chat widget using n8n, an AI agent, and a smart process flow that finishes in PayPal. We won’t cover the basics of implementing an AI chat agent — we’ll assume you’ve got that part covered.</p><p>💡 The Real Magic: State-Aware Chat Responses</p><p>The key innovation here lies in how we return the agent’s response to the frontend. Instead of sending back a simple string, we return a rich object that contains not just the output text, but also a dynamic state object that tracks context and next steps.</p><p>Here’s what our return looks like from the backend:</p><p>return {</p><p>
json: {</p><p>
output: output_,</p><p>
state: state_</p><p>
}</p><p>
};</p><p>This small design decision opens up a world of flexibility. The frontend can now dynamically react to the current state of the conversation — whether it’s collecting user details, offering product options, or finalizing a purchase.</p><p>🛒 Embedding the Product ID in State</p><p>Once the conversation has gathered enough information from the user (product type, quantity, shipping address, etc.), we instruct the AI agent to embed the product ID directly into the state object.</p><p>This ID is then parsed by the frontend to dynamically display the appropriate PayPal payment button, configured for the selected product and amount.</p><p>It’s a smooth handoff: the chat does the heavy lifting, and the UI reacts based on structured, predictable metadata.</p><p>🔧 Under the Hood: What We Used</p><ul>
<li><p>n8n for workflow logic and webhook handling</p></li>
<li><p>Custom HTML + JS widget to handle frontend interaction</p></li>
<li><p>OpenAI Agent with system prompts to guide the process</p></li>
<li><p>PayPal API for seamless payment integration</p></li>
</ul><p>✨ Bonus: A Process Wizard</p><p>We also built a simple process wizard UI that activates when certain states are reached. This provides users with an optional visual flow, letting them see how far along they are in the checkout process — especially useful when the chat is collecting structured information.</p><p>📚 Want to Try This Yourself?</p><p>Head over to our homepage to read more blog posts like this and explore our implementation in detail.</p><p>Or, if you'd like to help us out with a little SEO love, just Google "N8N ODOO API" and click on our homepage: OD8N. As a reward, we’ve got an in-depth breakdown of the full implementation waiting for you! 🎉</p>
</div>
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<div class="blog-teaser blog-badge-gray">
<div class="blog-badge-gray-tag">Showcase</div>
<h3 class="blog-title">Let Louise Help Your Employees Save Precious Time</h3>
<small class="blog-date">2025-10-02</small>
<div class="blog-snippet">
</div>
<div class="blog-full-content" style="display:none;">
<p data-oe-version="2.0" data-last-history-steps="2815090611177239">
Do your Sales Reps love CRM data work? Probably
not as Surveys have shown in the past. Most feel it’s dull, time
consuming and distracting. And adding data to a CRM alone does not
sell anything. So let the Sales People go to where the music is and
have the data stuff done by an AI bot.</p><p>Enter
the Louise, the Lead Processing Bot. This little helper...
</p><p>… is
easy to implement
</p><p>… checks
your e-mail inbox and reads any new message and summarizes them
</p><p>… extracts
name and surname, company name, position, email address, phone
numbers and more from the signature.</p><p>Louise
then goes to the CRM and checks if the name is already there. If it’s
not…</p><p>… it
will create a new contact, insert the contact data in the according
fields of your CRM</p><p>… add
the summary to the comments field and attach a copy of the original
e-mail
</p><p>…and
flag it as a new lead while sending a reminder to your sales team
</p><p>Of
course, to avoid creating duplicates the bot will check the CRM if
the name already exists. In that case it just sends a reminder to the
Account Manager that there is a new request by an existing contact.</p><p>But
that’s not all. Louise is also a great researcher. With the company
name and the city, Louise will go deep into the internet for a
thorough research on the company, its products and financial data,
the names of decision makers, the vertical market, the competitors,
and actual discussion points.
</p><p>Louise
will then generate a 2-page report and attach it to your CRM so that
your Sales Reps are best prepared for the first contact. And with a
little trick, Louise may also provide a White Space Analysis of
Software and Systems at the target site and – if you ask her nicely
– a SWOT analysis. But that’s another story for another time…</p><p>Summary:
This Lead Processing Bot (Louise) not only saves hours of data work
and research per week for your sales people, it will also make them
more happy since they don’t have to do this work manually anymore.</p><p>P.S.
We have just added another task for Louise: She now does CRM quality
checks and proactively engages with the sales people based on your
CRM data. We will have another blog entry when we dive deeper into
Odoo analytics</p>
<img src="https://od8n.com/images/coach.jpg" class="image" width="560">
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<div class="blog-teaser blog-badge-green">
<div class="blog-badge-green-tag">Company</div>
<h3 class="blog-title">ODOO & N8N: Our Strategy</h3>
<small class="blog-date">2025-07-31</small>
<div class="blog-snippet">
We’ve seen countless ERP systems come and go. But ODOO stands tall—a battle-hardened suite refined over years of real-world application. From Accounting to CRM, Invoicing, Production, and Logistics, ODOO delivers reliable, scalable modules that form the digital spine of any serious company.
</div>
<div class="blog-full-content" style="display:none;">
<p data-oe-version="2.0" data-last-history-steps="1358188968764298">At the heart of every modern enterprise lies the need to balance two forces: stability and agility. Our approach harnesses the best of both worlds—leveraging the proven foundation of ODOO while embracing the innovation engine of N8N.</p><p>We’ve seen countless ERP systems come and go. But ODOO stands tall—a battle-hardened suite refined over years of real-world application. From Accounting to CRM, Invoicing, Production, and Logistics, ODOO delivers reliable, scalable modules that form the digital spine of any serious company.</p><p>Still awesome after all these years: ODOO continues to evolve while staying true to its mission—powering real businesses with real needs.</p><p>N8N: The Agile Integrator for the AI Era</p><p>But the world is changing. Fast. AI tools are evolving weekly. APIs are everywhere. Customers demand speed and personalization like never before.</p><p>Enter N8N—our weapon of choice for agile automation, AI integration, and rapid deployment. Whether it's triggering actions from an AI model, syncing tools across platforms, or automating multi-step workflows, N8N gives us the power to move as fast as your market does.</p><p>While ODOO keeps your core business running like a well-oiled machine, N8N lets us bolt on new AI-driven capabilities almost instantly—without waiting for the next ERP update cycle.</p><p>Together: The Future of Digital Operations</p><p>By combining ODOO and N8N, we create a powerful synergy. One gives you reliable structure. The other, unmatched flexibility. This strategy enables us to build systems that are not only stable—but also smart, adaptive, and future-ready.</p><p>💡 Smart Strategy = ODOO as the backbone + N8N as the nervous system.</p><p>Ready to take your business operations to the next level?</p><p>
Let’s talk ODOO. Let’s talk N8N. Let’s build your future—today. 🚀</p>
<img src="https://OD8N.com/images/server.webp" class="image" width="560">
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<div class="blog-teaser blog-badge-green">
<div class="blog-badge-green-tag">Company</div>
<h3 class="blog-title">Exciting News: Our ODOO4projects Hosting is Now Upgraded to Odoo V19!</h3>
<small class="blog-date">2025-10-01</small>
<div class="blog-snippet">
This upgrade is more than just a version bump — it’s a complete step forward in usability, flexibility, and reliability.
</div>
<div class="blog-full-content" style="display:none;">
<p data-oe-version="2.0" data-last-history-steps="207003947850462">We’re thrilled to announce that our Odoo Hosting service has officially been upgraded to <strong>Odoo V19</strong> — bringing you more power, smoother management, and smarter tools to supercharge your business operations.</p><p>This upgrade is more than just a version bump — it’s a complete step forward in usability, flexibility, and reliability.</p><h2>What’s New in Our Odoo V19 Hosting?</h2><h3>1. A Cleaner, Smarter <strong>Management Backend</strong></h3><p>Managing your Odoo hosting has never been this effortless.</p><ul>
<li><p><strong>Streamlined UI</strong>: Navigate your hosting dashboard with a cleaner, more intuitive interface.</p></li>
<li><p><strong>Domain Management Made Easy</strong>: Add and manage domains in just a few clicks.</p></li>
<li><p><strong>Flexible Backups</strong>: Effortlessly handle your backup slots and keep your data safe.</p></li>
<li><p><strong>Multi-Keys for GIT SSH</strong>: Collaborate with your team by securely managing multiple SSH keys for Git access.</p></li>
</ul><h3>2. <strong>Integrated Support Chatbot</strong> 🤖</h3><p>Need help on the fly? Our brand-new support chatbot is available right inside your dashboard.</p><ul>
<li><p>Get instant answers to common questions.</p></li>
<li><p>Quick troubleshooting tips.</p></li>
<li><p>Seamless escalation to our human support team if needed.</p></li>
</ul><p>Your productivity doesn’t have to pause for support anymore.</p><h3>3. <strong>Incremental Service Upgrades</strong> – Scale on Your Terms</h3><p>No more rigid hosting packages! Now, you can add exactly what you need, when you need it:</p><ul>
<li><p>Add <strong>one more domain</strong> anytime.</p></li>
<li><p>Increase your <strong>backup slots</strong> (e.g., +5 backups).</p></li>
<li><p>Enable <strong>Git access</strong> for your developers without upgrading your whole plan.</p></li>
</ul><p>This means your hosting grows flexibly with your business, without unnecessary overhead.</p><h2>💡 Why This Matters for You</h2><p>With Odoo V19 on our upgraded hosting:</p><ul>
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<h3 class="blog-title">Startup Workshop: From zero to ERP in 12 Weeks</h3>
<small class="blog-date">2025-10-02</small>
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Scaling a modern business requires the right technology foundations. Without seamless integration of operations, risk management, investor oversight, and digital sales, growth can stall or become chaotic. That"s where ERP and automation step in as your business allies.<span style="margin-left: 0.3em;">🤖</span>
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<p>Scaling a modern business requires the right technology foundations. Without seamless integration of operations, risk management, investor oversight, and digital sales, growth can stall or become chaotic. That"s where ERP and automation step in as your business allies.<span style="margin-left: 0.3em;">🤖</span></p><p>With our comprehensive 12-week startup workshop, your team will master ODOO"s robust business management platform, ensuring smooth handling of assets, investor relations, and compliance. Automation powered by N8N and our AI integrations will eliminate repetitive tasks, freeing you to focus on what matters most—innovating and serving clients.</p><p>Imagine integrating your webshop, marketing channels, payment gateways, and asset management under one system—no more silos or scattered data. This not only boosts efficiency but preps your organization for sustainable, fast growth.</p><p>Ready to leap from spreadsheets to streamlined operations? Join our three-week startup workshop and discover how ODOO plus automation will transform your business journey.<span style="margin-left: 0.3em;">🗝️</span></p><p><a href="https://OD8N.com">Get informed and schedule about our three weeks startup workshop https://OD8N.com</a></p>
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<h3 class="blog-title">Agentic AI in Open Source ERP: Increasing Efficiency for SMEs with AI-Powered Solutions</h3>
<small class="blog-date">2025-10-09</small>
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<div data-oe-version="2.0" data-last-history-steps="1562549741211730">Agentic AI in Open Source ERP: Increasing Efficiency for SMEs with AI-Powered Solutions</div><div><br></div><div>Author: Mark Gutmann</div><div><br></div><div>In an increasingly digitalized business world, small and medium-sized enterprises (SMEs) face the challenge of keeping up with technological advancements—without losing sight of cost efficiency and user-friendliness.</div><div><br></div><div>The integration of agentic AI into a company’s ERP (Enterprise Resource Planning) system opens up entirely new possibilities, both for internal processes and customer interactions. Beyond boosting efficiency, process innovations here can give rise to entirely new business models.</div><div><br></div><div>Compared to traditional ERP solutions, the use of AI not only increases efficiency but also improves user experience. Especially for SMEs, which often operate with limited resources, agentic AI offers an opportunity to automate repetitive tasks and give employees more time for strategic activities.</div><div><br></div><div>Agentic AI: What’s Behind the Concept?</div><div>Agentic AI describes AI systems that are capable of independently executing tasks, making decisions, and optimizing processes—in real time. In the context of ERP, this means the AI doesn’t just process data but actively contributes to value creation.</div><div><br></div><div>Instead of relying on a single, universal AI, specialized agents can be deployed for different tasks. For example, one AI agent can automatically process invoices, while another manages customer inquiries in the CRM or optimizes inventory levels. These agents communicate with the ERP system via seamless API integration, analyze data in real time, and make intelligent decisions, making business processes more efficient and less error-prone.</div><div>The specialization of these AI agents can be achieved in two ways: either through Retrieval-Augmented Generation (RAG), where the AI is specifically provided with relevant documents and information, or by training custom models using fine-tuning. While RAG systems enable quick adaptation by incorporating external knowledge sources into their responses, fine-tuning allows for deeper integration by tailoring the model specifically to the business processes of the company. These methods ensure that AI agents make precise, context-aware decisions that are optimally tailored to the individual requirements of a business.</div><div><br></div><div>Example 1: Agentic AI for Training and Supporting Internal Users</div><div><br></div><div>Implementing a new ERP system presents many companies with the challenge of quickly and efficiently familiarizing their employees with the new platform. This is where agentic AI solutions come into play, significantly simplifying not only onboarding but also ongoing user support. Instead of spending days reading operating manuals or participating in extensive training sessions, internal users can access interactive, AI-driven training modules.</div><div><br></div><div>The AI agents act as personal digital assistants, providing users with step-by-step guidance in real time. They can answer questions about specific features, explain processes, or even guide users through complex workflows—directly within the ERP system. If a user, for example, doesn’t know how to create a new invoice or generate certain reports, the agent can provide immediate assistance without the need for additional research.</div><div><br></div><div>Furthermore, AI agents enable personalized learning paths tailored to the individual needs and knowledge levels of users. Through integration with communication systems such as email or chat, they can also proactively provide tips—for example, about new features or best practices. This significantly reduces onboarding time and ensures users can leverage the full potential of the ERP system.</div><div><br></div><div>Example 2: Agentic AI in the CRM Module – Automating Administrative Sales Tasks</div><div><br></div><div>A common problem in sales is the lack of maintenance of the CRM (Customer Relationship Management) system, as sales staff are often too busy to enter new customer data or update existing information. Agentic AI solutions can provide targeted relief by largely automating administrative activities.</div><div><br></div><div>For instance, AI agents can automatically extract relevant customer data from emails, meetings, or phone calls and enter it directly into the CRM system. Through smart interfaces, such as integration with the email server, incoming messages can be analyzed and key information—like contact data, appointments, or inquiry requests—can be independently captured.</div><div><br></div><div>Additionally, AI agents can actively support sales staff by sending reminders for outstanding entries or automatically generating follow-up suggestions. This automation not only improves CRM data quality but also frees up valuable time for sales staff, allowing them to focus more on building customer relationships and the sales process.</div><div><br></div><div>Example 3: AI-Powered HR Management Assistant</div><div>The AI assistant makes it easier for HR departments to manage applications, onboard new employees, and foster talent development. For example, the AI can analyze application documents and automatically suggest suitable candidates for open positions by matching key skills, experience, and job requirements. For onboarding, the AI creates customized training plans based on the new employee’s individual needs. AI-driven recommendations can also be made for personal career development or training. This saves time and increases efficiency across all HR processes.</div><div><br></div><div>Example 4: AI for Financial Analysis and Forecasting</div><div>This tool uses machine learning to analyze historical financial data and generate precise forecasts for the company, such as revenue trends, cost structures, or liquidity planning. The AI can detect anomalies in the data—such as unusual expenses or payment flows—and automatically notify the relevant staff. Additionally, the system proposes optimization measures, such as reallocating budgets or adjusting spending plans. This application supports decision-makers in making informed choices and securing the company’s financial stability.</div><div><br></div><div>Example 5: Transcription App for Customer Service</div><div>The transcription app uses AI to transcribe incoming customer service phone calls in real time. During the conversation, the AI automatically analyzes the content and structures it into relevant sections—such as customer concerns, solution approaches, or open issues. After the call, the transcription is seamlessly integrated into the CRM system and added to the customer’s contact history. The AI can also provide a summary of the conversation for quick access by employees, making conversation contents immediately available to other departments, such as sales or support. Additionally, the app can recognize and tag important keywords (e.g., “complaint”, “discount”, “technical issue”), enabling quick follow-up. This reduces administrative workload for employees and increases transparency and traceability of customer interactions across the entire company.</div><div><br></div><div><br></div><div><br></div><div><br></div><div><br></div><div>A Hierarchical AI Chatbot System with Generalist and Vertical AI Agents</div><div>Due to the variety of applications (and thus users and their requirements), the idea of a hierarchical AI chatbot system was developed—consisting of a generalist “first-level bot” and specialized “vertical AI agents.” This combines the advantages of broad, generalist capabilities with deep expertise and modular specialization. This structure provides a tailored and efficient user experience for different target groups, such as customers, internal users, or prospects.</div><div><br></div><div>Advantages and Operation of the Multi-Level AI Approach</div><div>&nbsp; &nbsp; • Generalist First-Level Bot:&nbsp;The top-level AI chatbot serves as a universal entry point for users and answers general questions like “Which modules does the ERP system offer?” or “How can I contact support?”. It seamlessly forwards specific inquiries to the relevant vertical AI agents. Its key feature is the ability to identify the appropriate bots based on the question and the available specialized agents.</div><div>&nbsp; &nbsp; • Vertical AI Agents with Deep Expertise:&nbsp;These agents specialize in individual ERP modules (e.g., CRM, marketing, logistics) and possess in-depth process knowledge, which they combine with the specific terminology and jargon of their respective domains. This enables them to provide precise answers, explain complex workflows, or solve problems. They also access data from adjacent modules to understand and support cross-functional processes (e.g., integration between logistics and customer service).</div><div>&nbsp; &nbsp; • Seamless Handoffs:&nbsp;A central advantage of this architecture is the seamless handoff between the generalist bot and the vertical bots. The first-level bot identifies the relevant module and routes the inquiry directly to the appropriate vertical agent, passing along all previous communication content. This allows the vertical agent to enter the context without the user having to repeat their request, preventing unnecessary duplication and ensuring a smooth user experience.</div><div><br></div><div><br></div><div>Data Protection and Effort</div><div>&nbsp; &nbsp; • License-free open source LLMs&nbsp;can be used and hosted locally or in a preferred data center in compliance with GDPR.</div><div>&nbsp; &nbsp; • New AI-optimized hardware&nbsp;already enables powerful interactions with AI agents at lower financial cost.</div><div>Integration and Data Flow</div><div>&nbsp; &nbsp; • Vertical AI agents&nbsp;require access to relevant data and processes of their ERP modules.</div><div>&nbsp; &nbsp; • A central database or API interface&nbsp;ensures data exchange between bots and ERP modules.</div><div>Context Awareness and Handover</div><div>&nbsp; &nbsp; • The first-level bot&nbsp;must accurately analyze user requests in order to forward them correctly.</div><div>&nbsp; &nbsp; • A robust NLP system/LLM&nbsp;is required to understand context and intention.</div><div>&nbsp; &nbsp; • A central communication memory&nbsp;enables vertical bots to build upon previous communication.</div><div>Modularity and Scalability</div><div>&nbsp; &nbsp; • The architecture must be modular&nbsp;so that new vertical AI agents can be easily added.</div><div>&nbsp; &nbsp; • The first-level bot&nbsp;should be regularly updated to be aware of available agents and their competencies.</div><div>Domain-Specific Training</div><div>&nbsp; &nbsp; • Vertical AI agents require training&nbsp;on domain-specific data to understand technical language and processes.</div><div>&nbsp; &nbsp; • Regular updates&nbsp;are necessary to reflect version changes and new features of the ERP platform.</div><div>User-Friendliness and Feedback</div><div>&nbsp; &nbsp; • An intuitive user interface&nbsp;and the integration of user feedback improve the answer quality and relevance of the bots.<br><br>
<font><i>Mark
Gutmann is a freelance AI manager (IHK), application consultant, and
author. </i></font></div><p><font><i>
After studying business administration and
linguistics, he spent 25 years in sales and consulting for leading CX
software companies in the field of intelligent process
automation.</i></font></p><p><font><i>
Contact:&nbsp;</i>
</font></p><div><font>
</font><u><a href="https://www.linkedin.com/in/markgutmann/"><font>https://www.linkedin.com/in/markgutmann/</font></a></u><font>
</font>
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<h3 class="blog-title">⚡ Simplify, Automate, Grow – Take Your Startup from 0 to Hero in 3 Months!</h3>
<small class="blog-date">2025-10-01</small>
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💡 <strong>Startup Workshops – 3 Months to Business Automation:</strong>
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<p data-oe-version="2.0" data-last-history-steps="667107986136997">Startups, imagine having your business running on a <strong>stable ERP system</strong> and <strong>automated workflows</strong>, without months of trial and error. That’s exactly what we help you achieve at <strong>OD8N.com</strong>.</p><p>💡 <strong>Startup Workshops – 3 Months to Business Automation:</strong></p><ul>
<li><p><strong>6 interactive 2-hour sessions</strong> with our experts</p></li>
<li><p><strong>Hands-on learning:</strong> Set up your business systems, manage sales, build your website, and automate repetitive tasks</p></li>
<li><p><strong>Practical results:</strong> Work directly on your business platform and see results immediately</p></li>
<li><p><strong>Free tools included:</strong> One year of ODOO &amp; N8N</p></li>
<li><p><strong>Alumni network:</strong> Stay connected, share tips, and get support</p></li>
</ul><p>Every two weeks, we guide you step by step—so by the end of the program, your startup is <strong>organized, automated, and ready to scale</strong>.</p><p>🎯 No tech expertise needed—just bring your business idea, and we’ll handle the rest.</p><p>📅 Spots are limited! Join other founders turning chaos into clarity: <a href="https://OD8N.com">OD8N.com</a></p>
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A client wanted to move beyond a basic FAQ chatbot. They needed an intelligent agent that could handle complex internal tasks, provide instant knowledge base access, and integrate seamlessly with their Odoo chatter.
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Leveraging powerful OCA modules and an n8n-powered backend, we built a sophisticated AI agent. This solution connects to LLMs, agents, and RAG pipelines, transforming their Odoo chatter into a powerful, intelligent hub for communication and task management.
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Using only n8n and PayPal, we built a revolutionary checkout process that lives entirely within a chatbox. This allows for a seamless, conversational sales experience, from initial inquiry to final purchase.
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