| | --- |
| | title: AMO CRM Sales Assistant |
| | emoji: 🤖 |
| | colorFrom: blue |
| | colorTo: purple |
| | sdk: docker |
| | pinned: false |
| | --- |
| | |
| | # AMO CRM Sales Assistant |
| |
|
| | This project is a sophisticated, AI-powered sales assistant designed to work with the AMO CRM. It uses a modular architecture built around a `LangGraph`-based orchestrator to provide intelligent, context-aware responses to user queries. The assistant can help with a variety of tasks, including generating daily work plans, preparing personalized offers, updating the CRM with new information, and analyzing sales data. |
| |
|
| | ## Key Features |
| |
|
| | - **Modular Architecture**: The project is divided into several independent modules, each responsible for a specific task (e.g., data access, customer monitoring, offer generation). This makes the system easy to maintain and extend. |
| | - **Intelligent Orchestrator**: At the core of the project is an orchestrator that uses a large language model (LLM) to understand user intent and route requests to the appropriate tool. It supports contextual follow-up questions and can ask for clarification when a query is ambiguous. |
| | - **Idempotent Tool Execution**: The tool registry includes a caching mechanism that ensures that repeated calls with the same arguments do not cause redundant executions, making the system more efficient. |
| | - **Robust Data Handling**: The project uses `pandas` and `pyarrow` for efficient in-memory data manipulation, with a dedicated data access layer that provides a clean and safe interface to the CRM data. |
| |
|
| | ## Getting Started |
| |
|
| | ### Prerequisites |
| |
|
| | - Python 3.10 or higher |
| | - An OpenAI API key |
| |
|
| | ### Installation |
| |
|
| | 1. **Clone the repository**: |
| |
|
| | ```bash |
| | git clone <repository-url> |
| | cd <repository-name> |
| | ``` |
| | |
| | 2. **Create and activate a virtual environment** (recommended): |
| |
|
| | ```bash |
| | python -m venv venv |
| | source venv/bin/activate # On Windows, use `venv\Scripts\activate` |
| | ``` |
| | |
| | 3. **Install the required dependencies**: |
| |
|
| | ```bash |
| | pip install -r requirements.txt |
| | ``` |
| | |
| | 4. **Set up your environment variables**: |
| |
|
| | Create a `.env` file in the root of the project and add your OpenAI API key: |
| | |
| | ``` |
| | OPENAI_API_KEY='your-api-key-here' |
| | ``` |
| | |
| | ### Running the Application |
| |
|
| | The main entry point for the application is the [app.py](cci:7://file:///c:/Users/MI/AMO/app.py:0:0-0:0) file, which starts a web server. To run it, use the following command: |
| |
|
| | ```bash |
| | python app.py |
