
β¨ Overview
The ai-rfq-crm-orchestration-platform is an AI-driven engine that connects your Request for Quote (RFQ) processes with your Customer Relationship Management (CRM) systems. It helps businesses automate workflows, reduce manual tasks, and enhance data accuracy.
π― Key Features
- IMAP-based Event Ingestion: Automatically retrieve emails related to RFQs.
- Gemini-powered NLP: Utilize advanced natural language processing for better data handling.
- Schema-Validated JSON Pipelines: Ensure that data formats are correct and usable.
- Message Deduplication: Avoid duplicate entries to keep data clean.
- Google Sheets & Drive Persistence: Store relevant data effortlessly.
- Slack Webhook Alerts: Receive notifications in your Slack channels.
- n8n Workflow Orchestration: Simulate CRM opportunities and automate tasks seamlessly.
βοΈ System Requirements
Before downloading, ensure your system meets the following requirements:
- Operating System: Windows 10 or later / macOS 10.14 or later / Linux (any modern distribution)
- RAM: At least 4 GB
- Storage: Minimum 200 MB of free disk space
- Internet Connection: Required for installation and updates
π Getting Started
To run the ai-rfq-crm-orchestration-platform, follow these simple steps:
- Visit the Download Page: Download Link
- Select the Latest Release: Look for the latest version at the top of the page.
- Download the Installer: Click on the asset filename to start downloading.
- Run the Installer: After the download completes, locate the file and double-click to run it.
- Follow Setup Instructions: Complete the setup by following the on-screen prompts.
π₯ Download & Install
Download the latest version from our releases page.
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π§ Setting Up
Once installed, open the application. Hereβs how to configure it:
- Connect Your Email: Enter your email credentials to start ingesting RFQs.
- Integrate with Google Sheets: Link your Google account for data storage.
- Set Up Slack Alerts: Integrate your Slack workspace to receive notifications.
- Configure n8n Workflows: Create and define workflows for your CRM opportunities.
π οΈ Troubleshooting
If you face issues:
- Installation Problems: Re-download the installer to ensure the file isnβt corrupted.
- Email Ingestion Issues: Check your email settings and ensure IMAP is enabled.
- Integration Errors: Verify API keys and permissions for Google and Slack.
π Documentation
For detailed instructions and advanced configurations, refer to our documentation in the repository.
Join our community to share your experiences and seek help:
- GitHub Discussions: Engage with other users and get answers to your questions.
- Slack Channel: Chat with fellow users and developers for real-time support.
π Contributing
Feel free to contribute! You can report bugs, submit feature requests, or help improve the documentation.
π Roadmap
We aim to continually enhance this platform with additional features, including:
- Expanded integrations with various CRMs.
- Increased customization for workflows.
- More detailed analytics for data insights.
For the latest updates, stay tuned to the Releases page.
For support, please reach out via GitHub Issues or contact us through the repository.
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