{"id":5271,"date":"2026-07-27T19:49:50","date_gmt":"2026-07-27T10:49:50","guid":{"rendered":"https:\/\/smilesoftware.org\/?p=5271"},"modified":"2026-07-30T19:54:05","modified_gmt":"2026-07-30T10:54:05","slug":"ai%e3%82%a8%e3%83%bc%e3%82%b8%e3%82%a7%e3%83%b3%e3%83%88%e3%81%a7%e5%96%b6%e6%a5%ad%e3%83%a1%e3%83%bc%e3%83%ab%e5%af%be%e5%bf%9c%e3%81%a8crm%e9%81%8b%e7%94%a8%e3%82%92%e5%8a%b9%e7%8e%87%e5%8c%96","status":"publish","type":"post","link":"https:\/\/smilesoftware.org\/en\/ai%E3%82%A8%E3%83%BC%E3%82%B8%E3%82%A7%E3%83%B3%E3%83%88%E3%81%A7%E5%96%B6%E6%A5%AD%E3%83%A1%E3%83%BC%E3%83%AB%E5%AF%BE%E5%BF%9C%E3%81%A8crm%E9%81%8B%E7%94%A8%E3%82%92%E5%8A%B9%E7%8E%87%E5%8C%96\/","title":{"rendered":"Internal PoC: Using AI Agents to Streamline Sales Email Handling and CRM Operations"},"content":{"rendered":"
Project<\/span>2026-07-24<\/span><\/div>

Internal PoC: Using AI Agents to Streamline Sales Email Handling and CRM Operations<\/h1>

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When incoming emails, lead information, and past interaction histories are spread across multiple locations, sales teams can easily see inconsistencies in the speed of their initial response and the quality of follow-up. In this PoC, we designed a unified workflow for email summarization, lead classification, priority assessment, reply draft creation, and CRM update support, with the aim of using an AI agent to assist with pre-decision organization rather than replacing sales representatives' judgment.<\/p>\n\n\n\n

This PoC is based on SMILE's internal sales and marketing operations. It integrates Gmail, Odoo CRM, and Google Drive, and was designed on the assumption that the system presents suggested next actions based on email content while people make the final decisions.<\/p>\n\n\n\n