bench get-app https://github.com/finbyz/AI-CRM

[![Listed on Frappe Gems](https://frappegems.com/api/method/frappe_gems.seo.badge?app=finbyz%2FAI-CRM)](https://frappegems.com/gems/apps/finbyz/AI-CRM)

## 🌟 Overview **AI CRM** transforms your Frappe ERP into a highly autonomous, intelligent workspace. Built as an advanced orchestration layer on top of [FinByz AI](https://github.com/finbyz/finbyzai), this application automates the most time-consuming aspects of Sales, Human Resources, and most importantly, **Social Media Marketing & Content Repurposing**. Deploy AI bots to read and engage on Reddit, schedule rich-media posts to LinkedIn and Twitter (X), or automatically extract and summarize YouTube videos into actionable CRM content—all working 24/7 as your digital workforce. ## ✨ Core Modules ### 1. 📱 Multi-Platform Social Media Automation (LinkedIn & Twitter) Forget third-party scheduling tools. AI CRM includes native, secure OAuth 2.0 integrations with major social networks: - **LinkedIn Integration**: Post text and rich media (images) directly to LinkedIn Company Pages or Personal Profiles using the latest LinkedIn Posts API. - **Twitter (X) Integration**: Supports Twitter OAuth 2.0 with PKCE, allowing you to schedule tweets and upload media (supporting chunked video/image uploads) natively from Frappe. - **Automated Dispatcher**: The `schedule_social_media_posts` background worker runs every 10 minutes, ensuring your AI-generated or manually curated content is reliably published across all connected platforms simultaneously. ### 2. 🎥 YouTube Content Fetching & Repurposing Extract massive value from video content without watching it: - **YouTube Transcription Tool**: The built-in `get_youtube_video_transcription` LangChain tool allows AI agents to instantly extract captions/transcripts from any YouTube video URL. - **Automated Workflow**: Through the `YouTube Videos` doctype, you can enqueue background jobs (`enqueue_youtube_workflow`) that fetch, process, analyze, and summarize videos, perfectly converting long-form video into blog posts, social media snippets, or internal knowledge base documents. ### 3. 🌐 Autonomous Reddit Engagement Turn Reddit into an automated lead-generation and brand-awareness engine: - **Trend Fetching**: An hourly background job (`fetch_reddit_posts`) continuously scans targeted subreddits for relevant discussions based on your configured industry keywords. - **Smart Auto-Commenting**: Leverages LLMs to evaluate fetched posts. If a post is relevant, the AI automatically drafts and publishes highly contextual, helpful comments to drive organic engagement back to your brand (`process_pending_ai_comments`). ### 4. 📄 AI HR & Resume Ranker - **Automated Resume Parsing**: Hooked into Frappe's native `Job Applicant` doctype. The moment a resume is uploaded, the AI parses the document. - **Intelligent Ranking**: Evaluates the candidate's parsed skills against the linked `Job Opening` requirements, generating an instant match score. ### 5. 💬 Smart Communication Intelligence - **Follow-up Generation**: Hooks into `Lead` and `Customer` interactions (`generate_followups_on_party_activity`). It analyzes communication logs and automatically suggests or generates the next best action, ensuring deals never slip through the cracks. ## ⚙️ Architecture This app extends the Frappe framework heavily utilizing document hooks and scheduled background tasks: - **Event Hooks**: Triggers real-time AI processing `after_insert` on `Job Applicant`, `Lead`, and `Customer`. - **Scheduled Tasks**: Utilizes Frappe's robust scheduler mechanism (Cron, Hourly, Daily) to handle asynchronous operations like Reddit scraping, YouTube transcript fetching, and Social Media dispatching without affecting core ERP performance. - **FinByz AI Core**: Relies strictly on `finbyzai` for LLM routing and agent execution. ## 🚀 Installation ### Prerequisites AI CRM requires **FinByz AI** to function. Ensure `finbyzai` is installed on your bench first. ### Setup ```bash cd $PATH_TO_YOUR_BENCH # Fetch the application from the repository bench get-app https://github.com/finbyz/ai_crm.git --branch develop # Install the application on your target site bench --site [your-site-name] install-app ai_crm ``` ## 🛠️ Configuration Guide ### 1. Setup Social Media (LinkedIn / Twitter) 1. Navigate to **LinkedIn Integration** or **Twitter Integration** in Frappe Desk. 2. Enter your Client ID and Client Secret, then initiate the secure OAuth 2.0 flow to authorize the app. 3. Once authenticated, use the **Content Hub Setting** to configure auto-posting rules and default AI Agents. ### 2. Setup YouTube Automation 1. Navigate to **YouTube Settings** and configure your API keys (if using official APIs) or rely on the built-in transcript scraper tool. 2. Provide a YouTube Video URL in the **YouTube Videos** doctype and click process to begin the automated extraction and summarization workflow. ### 3. Setup Reddit Automation 1. Enter your Reddit API credentials in the Reddit automation settings. 2. Specify the target subreddits and keywords. 3. Ensure your bench scheduler is running (`bench enable-scheduler`) so the hourly cron jobs can dispatch posts and fetch threads. ## 🤝 Contributing This app uses `pre-commit` for code formatting and linting. Please ensure you format your code before submitting a Pull Request. ```bash cd apps/ai_crm pre-commit install ``` Code standards are enforced via: - `ruff` - `eslint` - `prettier` - `pyupgrade` ## 📄 License This project is licensed under the **GPL-3.0** License.