EspoCRM AI Copilot - Open Source Natural Language Assistant + Resume Parser

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  • FluencyDigital
    Junior Member
    • Jul 2025
    • 2

    #1

    EspoCRM AI Copilot - Open Source Natural Language Assistant + Resume Parser

    EspoCRM AI Copilot - Open Source Natural Language Assistant + Resume Parser


    Hi EspoCRM Community!

    I wanted to share something I've been working on that I think could useful - an AI-powered assistant specifically designed for EspoCRM.
    What It Does


    EspoCRM AI Copilot transforms the CRM into an intelligent assistant that you can talk to in plain English:
    • Resume Parser: Upload PDF/DOC resumes and automatically create contacts with extracted information (name, email, phone, skills, experience)
    • Natural Language Interface: "Search for John Smith", "Add note to Sarah: Meeting went well", "Update Mike's title to Senior Developer"
    • Smart Account Management: Create accounts, link contacts to companies, manage relationships
    • Intelligent Search: Search contacts, notes, and accounts using natural language
    • Context-Aware Notes: Automatically switches context when you mention contacts by name
    • Enterprise Security: Rate limiting, session management, honeypot protection
    Why I Built This


    Working with EspoCRM, I was constantly switching between manually parsing contacts from resumes, manually entering contact data, and managing client relationships. I wanted something that could understand what I was trying to do without clicking through multiple screens, where I could search notes and contacts on the fly on my iphone.

    GitHub Repository

    https://github.com/fluent613/espocrm-ai-copilot

    Quick Setup

    bashgit clone https://github.com/fluent613/espocrm-ai-copilot
    cd espocrm-ai-copilot
    cp .env.example .env
    # Configure your OpenAI API key and EspoCRM credentials
    python app.py

    Or use Docker:

    bashdocker-compose up -d

    Full setup instructions and EspoCRM configuration guide in the README. Demo Examples
    • "Upload this resume and create a contact" → Automatically extracts all info
    • "Search for contacts in Minneapolis" → Smart search results
    • "Add note to John: Called about project, very interested" → Context-aware note creation
    • "Create account for Acme Corp and link John Smith to it" → Account management
    Technical Features
    • Built with Flask + OpenAI GPT-4
    • Docker-ready for easy deployment
    • Secure iframe integration - can be embedded directly in EspoCRM
    • Session persistence with "remember me" functionality
    • Mobile responsive design
    • Comprehensive API for all EspoCRM entities (Contacts, Accounts, Notes, Calendar)
    Open Source & Free


    I'm releasing this as open source (MIT License). The code is clean, well-documented, and ready for contributions.

    Supporting a Good Cause

    This project was created by Fluency Digital, a consulting business that donates excess profits to Feed My Starving Children. By using and improving this tool, you're indirectly supporting efforts to feed children in need worldwide.

    What's Next

    I'm hoping the community can help make this even better! Some ideas:
    • Additional language support
    • More EspoCRM entity integrations
    • Advanced workflow automation
    • Integration with other tools

    Would love to hear your thoughts, feedback, or contributions!

    Try it out and let me know what you think!

    Created by Fluency Digital | MIT Licensed | Supporting FMSC Mission
    Attached Files
  • esforim
    Active Community Member
    • Jan 2020
    • 2215

    #2
    Thank you Boss. It probably outside of my ability to use but certainly will keep an eye on this.

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