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docs: implement CRMAgent technical documentation#42

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laura30llorente merged 1 commit into
mainfrom
la-ia
May 5, 2026
Merged

docs: implement CRMAgent technical documentation#42
laura30llorente merged 1 commit into
mainfrom
la-ia

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@D3n3bX

@D3n3bX D3n3bX commented May 5, 2026

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Description

This PR introduces comprehensive technical documentation for the CRMAgent module, following the project's standardized documentation structure.

Key Technical Areas

  • CRM–Odoo Integration: Documents how the agent interacts with Odoo CRM through the MCP protocol using the .
  • Data Integrity Safeguards: Defines the mandatory 6-Field Rule to prevent hallucinations and ensure reliable lead creation.
  • Human-in-the-Loop (HITL): Explains the workflow for generating pending actions and validation links for human approval.
  • Reasoning Transparency: Maps CRM-specific steps (e.g., , , ) to improve traceability.
  • Observability: Describes Logfire instrumentation for tracking CRM intents, action routing, and validation errors.

Summary

This documentation improves transparency, onboarding, and maintainability by clearly explaining the CRMAgent’s internal logic and its integration with Odoo.

@laura30llorente laura30llorente merged commit dd4c88a into main May 5, 2026
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2 participants