Predictive Lead Scoring & Intelligent Sales Routing Agent

1. Overview & Business Value#

The Predictive Lead Scoring Agent calculates the mathematical likelihood that an inbound CRM opportunity will convert into a closed won sale.

1. Scoring Features#

• Company Profile: Industry vertical, registered capital, employee size.
• Engagement History: Website page visits, email open frequency, demo attendance.
• Budget Fit: Stated requirement vs SmartERP package pricing tiers.

{screenshot:ai-crm-lead-scoring-kanban}

2. Pipeline Routing#

1. In CRM → Pipeline, leads display color-coded score badges (0–100).
2. The agent auto-assigns leads scoring >80 to Senior Enterprise Account Executives.

2. Prerequisites & Security Access Groups#

• Required Modules: muk_ai, muk_mcp, smarterp_ai_suite
• Security Group: Ashewa AI / User (Technical ID: muk_ai.group_ai_user)
• Master Data Dependencies: Configured AI provider credentials, active system prompts, and departmental cost centers.

3. Step-by-Step UI Execution & Verification#

Step 1: Navigating to the Operational Interface#

1. Log into your SmartERP instance at https://smarterp.et/odoo.
2. Open the main App Switcher and select Ashewa AI.
3. Select the operational workspace corresponding to this agent suite.

{screenshot:72-ai-lead-scoring-and-pipeline-routing-step1-navigation}

Step 2: Executing Agent Actions#

1. Review agent prompts and execution parameters.
2. Trigger the scheduled or on-demand workflow action.
3. Validate output in the generated operational log.

{screenshot:72-ai-lead-scoring-and-pipeline-routing-step2-execution}

4. Advanced Configuration Points#

• Scheduled Crons: muk_ai.ir_cron_agent_health_check runs every 30 minutes.
• Multi-Company Isolation: Multi-company record rules ensure agent context is isolated to Company 1 (Ashewa Technology Solutions S.C.).

5. Comprehensive Troubleshooting Matrix#