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:
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
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:
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
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
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
- 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)
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
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