WRK-01
Sales Worker
Summarises opportunities, reviews customer history and prepares quotes and follow-up messages.
- Department
- Sales
- Access
- CRM · Sales
- Approval
- On sending
Company learningJourneyman
Talk to your ERP.
Speed up your work.
Control stays with you.
The weight of daily work isn’t in yet another screen, but in the gaps between screens. KaiDE is being designed to close those gaps.
Access your company data in natural language. Customer, date range, department — KaiDE keeps track of the context and asks for clarification when something is unclear.
Speed up reports, quotes and document drafts. Word, Excel, PDF and presentations — with source and data date included.
Manage workflows with permissions and approvals. Read, draft and external actions are handled at separate risk levels.
KaiDE is a business intelligence layer that continuously monitors the data in Odoo and your other sources. It doesn’t just show what happened; it explains why, anticipates what may happen and suggests what can be done. You simply ask.
Sales are down 8.1% on last month. Main cause: the order interval of 3 customers in segment B has stretched from 2 weeks to 4 weeks. I recommend opening follow-up tasks for these customers.
In KaiDE, every request passes through one of three gates. The model never takes unrestricted action on its own; it works through a defined tool catalogue, parameter validation, permission checks and an approval flow.
GDPR and ISO 27001 compliance are our design and audit goals; they are not presented as completed certifications. A data flow diagram is shared before the pilot.
KaiDE is not a chat tool but a digital employee who joins your team. Just like a new colleague: a clear role, limited access, defined responsibilities — and growing mastery of your company over time.
Summarises opportunities, reviews customer history and prepares quotes and follow-up messages.
Analyses open receivables, gathers data for reconciliation and drafts payment reminders.
Monitors stock, shipments and pending orders, and suggests actions while stating its assumptions.
Answers questions on leave, onboarding, training and policies using authorised knowledge sources.
Provides daily management summaries, meeting preparation, KPI commentary and prioritisation.
Every KaiDE Digital Worker goes through a corporate identity process: it learns your company, your corporate language and its own role. It improves with every new task — a character arc from apprenticeship to mastery.
Drawing on our experience in Odoo projects, we are designing KaiDE not to replace ERP screens, but to make them accessible through natural language.
Query customer records, opportunities, quotes and orders; quote drafts and follow-up task suggestions.
Summaries of open invoices, due dates, collections and account balances. Extra checks and approval for postings and payments.
Critical levels, order fulfilment and movement analysis; permissions and approval for stock adjustments.
Supplier comparison, pending orders, delivery delays and operational alerts.
Once it has mastered its work, KaiDE does more than fetch data. It researches and compares your internal records and external sources, states its assumptions openly and presents a recommendation together with the alternatives. The decision is still yours.
Place 60% of the order this week and the rest in 3 weeks; open fixed-price talks with Supplier B.
In the office, in the warehouse or on the road. No new app to learn: send a voice message or type in the messaging app you already use. The same permission and approval rules apply on every channel.
Quotes, meeting minutes, procedures, management reports and presentations — using your company templates, with source and data date shown. Drafts and approved documents are always kept separate.
The right model for each task, chosen by privacy, quality, latency and cost. In case of an outage: safe retries or rerouting to an alternative model.
Instead of a generic free trial, we propose a controlled pilot of limited scope on your own Odoo data. Baseline measurements are taken before the pilot and repeated at the end.
Selecting the 2–3 most valuable use cases; data access and security assessment; baseline time measurement.
Real scenarios with a selected team, training, usage tracking and quality measurements.
KPI results, comparison against the success criteria and a scope decision — you decide.
Let’s plan a demo or a controlled pilot. In the 7-minute demo you’ll see a natural-language query, the Odoo connection, sourced analysis, a document draft and an approved action — live.
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