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Module: ai_sam_lead_generator

Module: ai_sam_lead_generator

Agent Intelligence File - Read this FIRST for routing and context

Identity

Field Value
Technical Name ai_sam_lead_generator
Version 18.0.1.0.0
Source Path D:\github_repos\06_samai_extras\ai_sam_lead_generator
Manifest D:\github_repos\06_samai_extras\ai_sam_lead_generator\__manifest__.py
Documentation D:\github_repos\30_samai_saas_host_management\samai_software_documentation\docs\04_modules\ai_sam_lead_generator\
Online URL https://sme.ec/documentation/modules/ai-sam-lead-generator
Status Active (Development)
Last Verified 2025-01-26

Quick Summary

ai_sam_lead_generator is a Sales/CRM lead generation module that uses web scraping (via ScraperAPI) to find potential customers. It specifically targets companies using Odoo by scraping Google searches, forums (Reddit/StackOverflow), job boards, GitHub, and Odoo partner directories. Campaigns can be configured by AI through SAM chat, with lead scoring and qualification built-in.

Note: The ai.scraped.lead model is not yet implemented - leads are found but record creation is stubbed.

Dependencies

Odoo Module Dependencies

  • base
  • mail - Email threading
  • sales_team - Sales team access groups

Python Libraries Required

  • requests - HTTP calls to ScraperAPI

External Services

  • ScraperAPI (https://scraperapi.com) - Web scraping API (required, paid service)

For End Users (What Can This Do For Me?)

  • Find Odoo users automatically - Discover companies running Odoo for upgrade/migration sales
  • Multi-source scraping - Google search, forums, GitHub, job boards, Odoo partners
  • Lead scoring - AI-powered qualification with hot/warm/cold classification
  • CRM integration - Import qualified leads directly to Odoo CRM
  • Industry targeting - Focus on specific industries

For Developers (Technical Reference)

Component Count Details
Models 3 ai.lead.campaign, ai.lead.industry, ai.lead.source.config
Controllers 0 No REST endpoints
Views 3 Campaign, config views, menus
JS Files 0 None
Security Rules 6 Sales user + manager access
Lib Files Multiple Scraper classes in /lib folder

Key Files:
- models/ai_lead_campaign.py - Campaign management and execution
- models/ai_lead_source_config.py - ScraperAPI configuration
- models/ai_lead_industry.py - Industry targeting
- lib/google_search_scraper.py - Google dorking for Odoo sites
- lib/forum_scraper.py - Reddit/StackOverflow scraping
- lib/enhanced_scraper.py - Comprehensive multi-source scraper

Agent Instructions

When to Use This Knowledge

  • User asks about: lead generation, finding customers, scraping, ScraperAPI, finding Odoo users
  • User wants to: generate leads, find prospects, scrape websites, run campaigns
  • User mentions: ai_sam_lead_generator, lead scraper, prospect finder
  • /cto-developer - For implementation or customization work
  • /mod_scrapper - Specialist agent for this module

Delegate To

  • /cto - For architecture decisions about this module
  • /cto-developer - For implementation work
  • /mod_scrapper - For scraping configuration and troubleshooting

Cross-References

  • Architecture: docs/05_architecture/ (no specific doc yet)
  • crm (Odoo native) - Lead import target
  • sales_team - Access control groups

Known Gotchas (Painfully Learned)

  1. ai.scraped.lead model not implemented - The lead records model is stubbed, records aren't created yet
  2. ScraperAPI required - Module won't work without a valid ScraperAPI key
  3. Website enrichment requires CRM - The enrichment campaign type needs CRM module installed
  4. Rate limiting critical - ScraperAPI has limits; use request_delay and max_retries
  5. Manifest needs updating - author/website don't match SAM AI standards

Verification Checklist

  • [x] Source path exists and is correct
  • [x] Version matches manifest.py (18.0.1.0.0)
  • [x] Dependencies list is current
  • [x] Model count matches reality (3 models)
  • [x] Controller count matches reality (0)
  • [x] Quick summary accurately describes module
  • [x] Cross-references are valid
  • [x] Known gotchas are documented

Last Verification: 2025-01-26 by CTO Module Docs Agent

Change History

Date Change By
2025-01-26 Initial creation - four-file standard CTO Module Docs Agent
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