Sales AI adds a ChatGPT-style assistant inside your ERPNext Desk, trained to work the way your sales team works. Instead of clicking through 5 doctypes to answer “where is this order, what was quoted, what’s next?”, your team just asks — and Sales AI reads, explains, drafts, and acts, with approvals and full audit logs.

Built for Sales Users, Sales Managers, and Account teams. Requires ERPNext.

What your team can do with it

• Chat with your sales data: Ask about Leads, Opportunities, Quotations, Sales Orders, Sales Invoices, Customers and Items. Search records, open summaries, compare quotes vs orders, explain delays.

• Draft and act, safely: Create follow-ups, reminders, emails, lead updates and documents — or let the AI propose and you approve in one click. Nothing critical runs unsupervised.

• Automate with Playbooks: Multi-step no-code workflows — e.g. quotation ageing → reminder → follow-up → escalate. Visual graph, dry-run before you enable, pause for approval mid-run.

• Never miss a trigger: Auto-run on document events (create / update / submit / cancel), on schedule (every 5 min), or daily — for churn scoring, stalled deals, and due follow-ups.

• Sell smarter with Intelligence: Churn risk, lead scoring, pipeline health, sales targets, product performance, anomalies, forecasts, customer segments, and daily briefs.

• Serve customers on portal: Optional customer-facing assistant limited to their own Quotations, Orders, Invoices — separate agent, separate tools, no access to your team’s assistant.

Control, cost and trust

• Guardrailed by design: Closed tool list (no “run any code”), role-based access, own-record scoping, action policies, budgets per model, and every AI action logged in Sales AI Run / Action Log.

• Bring any LLM: Multi-provider via LiteLLM (OpenAI, Anthropic, Gemini, Ollama, etc.). Pick model per agent, enable reasoning / “Think” mode only where worth the cost.

• Manageable: Agent Profiles, Providers, Models, Permission Rules, Evals, Sessions, dashboard, number cards and unsupervised-actions report. Background workers for long runs, SSE streaming for instant replies.

Requirements: Frappe v16, ERPNext, System Manager to configure Sales AI Settings.