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🧠 Salesforce Copilot

Salesforce Copilot is an AI agent assistant designed to empower sales field teams to:

  • ✅ Check stock availability
  • 🛒 Take and process orders
  • 📇 Retrieve customer detail information
  • 📦 Get product information on demand

Built as an AI-first backend service, it helps sales teams access business-critical data easily using natural language.


⚙️ Technical Overview

Current tech stack:

  • Python: main programming language
  • LangChain: framework to orchestrate LLM calls and agent logic
  • Groq: LLM provider, currently using the model qwen/qwen3-32b
  • PostgreSQL: stores transactional data (e.g., stock, orders, customer profiles)

Planned / in progress:

  • Vector store (e.g., FAISS / Chroma) to store embeddings for faster semantic retrieval

🚀 Getting Started

1️⃣ Clone the repository

git clone https://github.com/yourusername/salesforce-copilot.git
cd salesforce-copilot

2️⃣ Create and activate virtual environment

python -m venv venv
# On Windows
venv\Scripts\activate
# On Linux / macOS
source venv/bin/activate

3️⃣ Install dependencies

pip install -r requirements.txt

🛠️ Environment Setup

4️⃣ Setup environment variables

GROQ_API_KEY=your_groq_api_key_here
DATABASE_URL=postgresql://username:password@localhost:5432/salesforce_copilot

🏗️ Database Setup

5️⃣ Create the database

Create your DB with postgres or mysql with name: salesforce_copilot

python scripts/init_db.py

▶️ Running the Project

python app/app.py

About

AI Copilot that helps Salesforce field teams check stock, take orders & view customer/product info.

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