Zoho AI Outreach Copilot (100% free, local-only demo)

This project is a hands-on practice product that matches Devin's stack:

• Zoho CRM (Leads)
• AI email / call script generator (stub, no external AI)
• Voice notes (stub, local demo audio file)
• Mock Instantly.ai-style outreach queue
• Zoho widget UI

The goal is to teach you end-to-end Zoho app development: backend ⇄ Deluge ⇄ widget ⇄ Leads module.

1. Project structure

zoho_ai_full_product/
  backend/            # Node.js server (Express)
    server.cjs
    package.json
    .env.example
    public/
      audio/
        demo.mp3      # placeholder audio (empty file, replace with real mp3)
    data/
      prospects.json  # created automatically
  widget/             # Zoho widget UI
    index.html
    style.css
    widget.js
  deluge_examples/    # Deluge functions you can paste into Zoho
    ai_email_from_backend.deluge.txt
    voice_note_from_backend.deluge.txt
    outreach_from_backend.deluge.txt

2. Run the backend locally

cd backend
cp .env.example .env   # or create manually
npm install
npm start

The server listens on http://localhost:3000 by default.

• Test in Postman / curl:

  curl -X POST http://localhost:3000/api/ai/email \
    -H "Content-Type: application/json" \
    -d '{ "name": "William", "company": "Samplepop", "email": "test@example.com" }'

  curl -X POST http://localhost:3000/api/voice \
    -H "Content-Type: application/json" \
    -d '{ "text": "This is a demo" }'

For voice: put any small mp3 file in backend/public/audio/demo.mp3 and restart the server.

3. Optional: expose backend with ngrok

ngrok http 3000

Copy the HTTPS URL, e.g.:

https://brenda-prosthionic-randal.ngrok-free.app

• Put this into:
  • backend/.env as PUBLIC_BASE_URL
  • widget/widget.js as BACKEND_BASE_URL
  • Deluge function URLs (instead of http://localhost:3000).

4. Create custom fields in Zoho Leads

In Setup → Modules and Fields → Leads → Layout add:

• AI_Subject (Single line)
• AI_Email (Multi-line)
• Voice_Note_URL (URL or Text)
• Outreach_Prospect_Id (Single line)
• Outreach_Status (Single line)

The exact API names will be visible when you edit the field.

5. Create the widget in Zoho

1. Zip the contents of the widget/ folder (its files directly at root of zip). Example:

   cd widget
   zip -r ../zoho-voice-widget.zip .

2. In Zoho CRM:

   • Setup → Developer Hub → Widgets → Create Widget
   • Type: Record (or Web Tab while testing)
   • Hosting: Zoho
   • Upload: zoho-voice-widget.zip
   • Index page: /index.html
   • Save.

3. Associate the widget with the Leads module record page.

When you open any Lead record, you should see the widget panel with:

• Lead name / company / email
• AI email section with a Generate / Refresh button
• Voice note section with Generate from email
• Outreach section with Send to mock Instantly.ai

6. How the flows work

From widget (no Deluge required)

1. Widget loads lead data using ZOHO.CRM.API.getRecord.

2. Buttons call your Node backend:

   • /api/ai/email → returns subject & body
   • /api/voice → returns audioUrl
   • /api/outreach/add-prospect → returns prospectId + status

3. Widget saves data back to Zoho with ZOHO.CRM.API.updateRecord.

From workflows (Deluge path, optional)

Import the code from deluge_examples/*.txt into Zoho functions and call them from Workflow Rules (e.g. on lead create).

This lets you practise serverless automation + HTTP integration.

7. Next improvements you can try

• Replace the stub email generator with a real LLM (Ollama, OpenAI, etc).
• Replace /api/voice with real TTS (ElevenLabs or an open-source model).
• Call real Instantly.ai / other outreach APIs instead of the mock queue.
• Add logging & error panels to the widget.
• Create a Deals or Calls view that shows all prospects & their status.

This repo is intentionally small but hits all of Devin's requirements: Zoho + AI + voice + outreach + widgets + Deluge + Node backend.