Catalog / Chatboo / Everything about one customer
Chatboo skill · /customer-360

Everything about one customer

/customer-360 ACME, by name, tax id or e-mail. One page: profile, revenue for the last 24 months, open and overdue invoices, opportunities, meetings, planned activities and the latest messages. A health score from 0 to 100 weighs payment discipline, the trend against the year before, and how recent the last invoice is. It shows only what the person asking can read; apps that are not installed are left out. If several customers match, it shows one and lists the others.

At a glance

Command /customer-360
Argument customer name, VAT or email
Odoo 14.0 · 15.0 · 16.0 · 17.0 · 18.0 · 19.0 · 20.0

How skills work

A skill is a procedure written once, in code. Type / in the chat and pick one, or ask in your own words: each skill also answers to its own phrases.

  • Almost free. The figures come from code, not from the AI. A skill with no arguments, or with named ones (months=6), calls no AI. Arguments in your own words (the last two years) take one very short call, and the same words are remembered the next time. Only two cases spend real tokens: the report of /financial-health, and a photo or a scan in /bill-draft.
  • It asks for what is missing. The skill asks in the chat; /top-sales asks one question at a time. If your next message is about something else, the skill lets go and the chat carries on.
  • It only reads. Skill code runs in a read-only box, with the rights of the person who asks, in the active company. A skill that proposes a record opens its form; only Save writes.
  • Each one its own screen. A chart, cards you can move around the chat, or a full page.
  • Yours too. A good answer can be saved as a new skill from the chat. The ones in the module are examples to build your own from; each client's own are written by their consultant.