Sales Settings

Default salesperson

Used as the final routing fallback when no recipient/owner matches.

Default salesperson (Sales: All Documents) Save default

Salespeople accounts

Create a login for each salesperson. They sign in at /portal with their email and see/act on ONLY their own AI-drafted replies. The email must match their Odoo account so replies route to them.

Pick salesperson from Odoo Email (login) Temporary password Create account

Mailboxes to read

Pick which company inboxes the agent reads. None selected = the single default mailbox only.

Save mailboxes

AI model

Choose the provider and model the agent uses for each task. Claude is the default; the agent falls back to Claude if a provider key is missing.

Classification & decisions — provider Classification & decisions — model Reply drafting — provider Reply drafting — model Save AI models

API keys

Stored server-side, never shown back. A green check means a key is set.

Store sourcing (auto-quote)

When a requested product is NOT in the Odoo catalog, the agent scrapes the SAUDI stores below via Bright Data, picks the best real price, applies your markup, and adds it as a line on the DRAFT quote. The quote still needs human approval before sending. With this off or no key set, behavior is unchanged (manual procurement task only).

Stores searched (all Saudi): Amazon.sa · Noon (saudi-en) · Extra (en-sa) · Jarir (sa-en).

How to set up / change the Bright Data API key & zone

1. Open brightdata.com and sign in (free trial available).
2. Create a Web Unlocker product/zone and give it a name (e.g. web_unlocker1) — put that exact name in the Bright Data zone box below.
3. Go to Account Settings → Users and API keys, create/copy an API key with Admin permission.
4. Paste it in the Bright Data API key box below → Save key.
5. Tick Enable auto-sourcing and set the Markup % → Save settings.

If the API key ever changes, just paste the new one here — nothing else needs redeploying. The service is paid (each product search costs Bright Data credits).

Enable auto-sourcing Markup % Bright Data zone Save settings Bright Data API key no key Save key

WhatsApp (Meta Cloud API)

Lets the agent receive customer WhatsApp messages (processed like emails: classify, create lead, draft a reply for approval) and send replies / quotations / follow-ups. Uses Meta's official WhatsApp Cloud API.

Setup steps (Meta) & the 24-hour / template rule

1. Open business.facebook.com → create/verify your Business.
2. Add the WhatsApp product, connect a +966 number (or use the test number first).
3. Copy the Phone Number ID and a permanent Access Token into the fields below.
4. In Meta → WhatsApp → Configuration, set the webhook Callback URL to /webhook/whatsapp and the Verify Token to the value below, then subscribe to messages.
5. For proactive follow-ups (sent >24h after the customer's last message), create & get Meta to approve message templates — free-text only works within the 24h window.

Enable WhatsApp channel Phone Number ID Verify Token (you set this same value in Meta's webhook config) API version Default country code (digits, no +) Save settings

Webhook Callback URL: /webhook/whatsapp

Access Token no token Save token Send a test message (within a 24h window / to a test number) Send test

Email signature logo

Shown ONLY in the fallback company signature (when a salesperson has no personal Odoo signature). Personal Odoo signatures keep their own logo. Use a public image URL (https). The company logo on quotation/invoice PDFs is set in Odoo (Settings → Companies).

Email logo image URL Save logo