Thursday, September 4, 2025
2 changes · master
New functionality added to Odoo
Surveys can now be configured so specific multiple-choice answers automatically create CRM leads when selected. This helps sales teams turn qualified survey responses into follow-up opportunities, with lead details populated from the respondent's answers and contact information.
Original PR description
**Motivation** In order to generate leads easily from survey submissions, we allow users to configure a lead-generation option on answers of multiple choice questions. When selecting at least one of…
**Motivation** In order to generate leads easily from survey submissions, we allow users to configure a lead-generation option on answers of multiple choice questions. When selecting at least one of those answers when taking the survey, use relevant information to generate a lead. **Specification** On such a submission, and only for a survey with type 'survey', 'live_session' or 'custom', we create a lead: - The lead's description is populated with the user's inputs. This is deemed sufficient and the link between the survey input and the lead is not stored directly in db; - The customer field is set to the contact taking the survey. Otherwise, a nickname and/or an email question may be added to the survey to collect these user information if he is not logged in. If provided, the nickname's answer is set as the contact name field and in the lead title; - The lead's medium is set as 'Survey' and the source as the survey title; - The lead is assigned to the sales team provided, if there is one. The survey's responsible is set as the salesperson if he is part of the team, otherwise it is the team leader, or no one if there is no team leader. Leads for a same survey are generated in batch. **Other changes** - New demo data 'Let's connect', a survey with some lead generating answers; - New survey template 'Lead Qualification' that can be selected in the helper; - New stat button 'Leads' on the survey; - Slight display change for adding survey languages to allow the addition of a sales team field if at least one question can generate leads. **Tests** A few tests have been added: - Logged in user answering survey, selecting lead-generating answers; - Public user answering survey, selecting lead-generating answers, and with the survey responsible being in the sales team assigned to the survey. task-4778192
This update adds an information retrieval capability to the AI assistant, letting users ask questions about data they are allowed to access in Odoo. It can search records and summarize grouped information, helping users get insights without manually navigating database screens.
Original PR description
This PR introduces a new search tool with its associated agent. The goal of this tool is to allow the user to ask the agent information about the database. Specifically, information it has access to only.