智能对话式客户关系管理系统 / Intelligent Conversational Customer Relationship Management System

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🇨🇳 中文版 | Chinese

🚀 立即体验

体验方式	地址/账号	说明
🌐 在线演示站	https://www.72crm.com/wkaicrm	一键访问，推荐首选
🔑 演示站账号	点击“免费体验”直接注册体验	用于登录在线演示站
💬 帮助与讨论	前往社区论坛	反馈问题、交流想法

提示：在线演示站已预置示例数据和客户信息，您可以直接登录并体验所有核心功能。

✨ 它能做什么？

功能模块	核心价值
💬 AI 对话助手	像同事一样询问业务：“上一季度华东区的销售冠军是谁？”，系统可结合结构化数据与知识库文档，生成智能回答。
🧠 知识库 RAG 增强	赋予 AI“记忆”：上传公司产品手册、合同、会议纪要，AI 助手能基于这些文档内容进行精准问答和总结。
👥 智能客户管理	一体化客户视图：集中管理客户信息、联系人、跟进记录，并通过 AI 自动分析客户阶段与需求。
✅ AI 任务生成	自动创建工作项：在对话或分析客户后，可指令 AI 创建待办任务，并自动设置优先级与提醒。
🔗 无缝团队协作	信息实时同步：客户动态、任务分配、知识更新均在团队内即时同步，促进高效协作。

🛠️ 技术栈

• 后端: Java 21 + Spring Boot 3.x + Spring AI + PostgreSQL + Redis + MinIO
• 前端: Vue 3 + TypeScript + Element Plus + Tailwind CSS
• 部署: 支持 Docker Compose 一键部署，提供完整生产环境配置。

后端技术栈明细

技术	版本	说明
Java	21	编程语言
Spring Boot	3.3.12	应用框架
Spring AI	1.0.0	AI/LLM 集成 (支持 OpenAI 兼容 API)
PostgreSQL	17	主数据库
MyBatis-Plus	3.5.7	数据持久层框架
Redis	-	缓存与会话管理
MinIO	-	对象存储（用于文档、文件）

前端技术栈明细

技术	版本	说明
Vue	3.4	前端框架
TypeScript	5.5	类型安全
Element Plus	2.8	UI 组件库
Pinia	2.2	状态管理
Tailwind CSS	3.4	实用 CSS 框架
Vite	5.4	构建工具

📁 项目结构

wk_ai_crm/
├── backend/                 # 后端 Spring Boot 项目
│   ├── src/main/java/       # Java 源码
│   ├── src/main/resources/  # 配置文件
│   └── pom.xml              # Maven 配置
├── frontend/                # 前端 Vue 项目
│   ├── src/                 # 前端源码
│   └── package.json         # npm 配置
└── docker/                  # Docker 部署配置
    ├── docker-compose.yaml  # 编排文件
    └── nginx/               # Nginx 配置
└── LICENSE.md               # 协议文件
└── README.md                # 本文档

⚡️ 快速开始（本地开发）

如果你想在本地运行或进行二次开发，请遵循以下步骤。

先决条件

• JDK 21+, Node.js 18+, Maven 3.8+
• PostgreSQL 17, Redis 6+
• (可选) Docker & Docker Compose

1. 克隆项目

git clone https://github.com/WuKongOpenSource/AI_CRM.git
cd AI_CRM

2. 后端启动

cd backend
mvn clean install
mvn spring-boot:run
# API 服务将在 http://localhost:8088 运行
# API 文档 (Knife4j): http://localhost:8088/doc.html

3. 前端启动

cd frontend
npm install
npm run dev
# 前端将在 http://localhost:5173 运行

4. 使用 Docker 一键部署（推荐）

cd docker
docker-compose up -d
# 访问 http://localhost 即可 (Nginx 反向代理了前后端)

配置文件：首次运行前，请根据 backend/src/main/resources/application.yml 中的注释，配置数据库、AI API 密钥（如 OpenAI、DeepSeek 等）等必要信息。

配置说明

主要配置文件：backend/src/main/resources/application.yml

数据库配置

spring:
  datasource:
    url: jdbc:postgresql://localhost:5432/wk_ai_crm
    username: postgres
    password: your_password

Redis 配置

spring:
  data:
    redis:
      host: localhost
      port: 6379
      password: your_password
      database: 7

AI 服务配置

spring:
  ai:
    openai:
      api-key: your_api_key
      base-url: https://api.openai.com/v1/  # 或其他兼容 API
      chat:
        options:
          model: gpt-4

MinIO 对象存储配置

minio:
  enabled: true
  endpoint: http://localhost:9000
  access-key: minioadmin
  secret-key: minioadmin
  bucket: ai-crm

WeKnora 知识库服务配置

weknora:
  enabled: true
  base-url: http://localhost:8080/api/v1
  api-key: your_api_key
  knowledge-base-id: your_kb_id

API 文档

启动后端服务后，访问 Knife4j API 文档：

http://localhost:8088/doc.html

默认账号

• 用户名：admin
• 密码：123456a

模型配置

-安装完成需要到“系统设置”的“API/AI”中进行 AI 大模型配置，输入对应的 key，否则对话会出错。

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🤝 欢迎贡献

AI CRM 正处于快速成长阶段，我们热烈欢迎任何形式的贡献！

• 🐛 报告问题：使用 GitHub Issues 提交 Bug 或新功能建议。
• 🔧 提交代码：请阅读我们的贡献指南（待创建），了解开发流程和代码规范。
• 📖 完善文档：帮助改进文档、翻译，让项目更易懂。
• 💡 分享想法：在社区论坛分享你的使用场景或优化建议。

📄 许可证

本项目基于 MIT License 开源。这意味着你可以自由地使用、修改和分发代码，但需保留原作者的版权声明。

❓ 常见问题

Q：AI 模型支持哪些？ A：默认支持任何提供 OpenAI 兼容 API 的模型（如 OpenAI GPT 系列、DeepSeek、Ollama 本地模型等）。在后台“系统设置”的“API/AI”配置中填入对应 API Key 即可。

Q：商业使用时数据安全吗？ A：项目可完全私有化部署，所有数据（客户、文档、AI 交互）均保存在您自己的服务器中，确保数据安全。

Q：如何获取更多帮助？ A：您可以访问项目的 社区论坛 提问或搜索现有答案。

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🇺🇸 English Version | 英文版

🚀 Try It Now

We strongly recommend you first experience the power of AI CRM through the following methods.

Experience	Address/Account	Notes
🌐 Live Demo	https://www.72crm.com/wkaicrm	One-click access, recommended
🔑 Demo Account	Click "Free Trial" to register and experience directly	For logging into the live demo site
💬 Help & Discussion	Community Forum	Report issues and share ideas

Tip: The live demo comes pre-loaded with sample data and customer information. You can log in directly and experience all core features.

✨ What Can It Do?

AI CRM is more than a traditional CRM; it‘s an AI partner that understands your business.

Feature	Core Value
💬 AI Conversational Assistant	Ask about business like talking to a colleague: “Who was the sales champion in East China last quarter?” The system can generate intelligent answers by combining structured data and knowledge base documents.
🧠 Knowledge Base RAG Enhancement	Give AI “memory”: Upload company product manuals, contracts, meeting minutes. The AI assistant can provide precise Q&A and summaries based on these documents.
👥 Intelligent Customer Management	Unified customer view: Centrally manage customer information, contacts, follow-up records, with AI automatically analyzing customer stages and needs.
✅ AI Task Generation	Automatically create work items: After conversations or customer analysis, instruct AI to create to-do tasks with automatic priority and reminders.
🔗 Seamless Team Collaboration	Real-time information sync: Customer updates, task assignments, and knowledge updates are instantly synchronized within the team for efficient collaboration.

🛠️ Technology Stack

This is a full-stack open-source project with a modern and stable technology stack.

• Backend: Java 21 + Spring Boot 3.x + Spring AI + PostgreSQL + Redis + MinIO
• Frontend: Vue 3 + TypeScript + Element Plus + Tailwind CSS
• Deployment: Supports one-click deployment via Docker Compose with complete production environment configuration.

Backend Tech Stack Details

Technology	Version	Purpose
Java	21	Programming Language
Spring Boot	3.3.12	Application Framework
Spring AI	1.0.0	AI/LLM Integration (OpenAI-compatible API)
PostgreSQL	17	Primary Database
MyBatis-Plus	3.5.7	ORM Framework
Redis	-	Cache & Session Management
MinIO	-	Object Storage (for docs, files)

Frontend Tech Stack Details

Technology	Version	Purpose
Vue	3.4	Frontend Framework
TypeScript	5.5	Type Safety
Element Plus	2.8	UI Component Library
Pinia	2.2	State Management
Tailwind CSS	3.4	Utility-first CSS Framework
Vite	5.4	Build Tool

📁 Project Structure

wk_ai_crm/
├── backend/                 # Backend Spring Boot Project
│   ├── src/main/java/       # Java Source Code
│   ├── src/main/resources/  # Configuration Files
│   └── pom.xml              # Maven Configuration
├── frontend/                # Frontend Vue Project
│   ├── src/                 # Frontend Source Code
│   └── package.json         # npm Configuration
├── docker/                  # Docker Deployment Configuration
│   ├── docker-compose.yaml  # Orchestration File
│   └── nginx/               # Nginx Configuration
├── LICENSE.md               # License File
└── README.md                # This Document

⚡️ Quick Start (Local Development)

If you want to run it locally or contribute to development, please follow these steps.

Prerequisites

• JDK 21+, Node.js 18+, Maven 3.8+
• PostgreSQL 17, Redis 6+
• (Optional) Docker & Docker Compose

1. Clone the Repository

git clone https://github.com/WuKongOpenSource/AI_CRM.git
cd AI_CRM

2. Start the Backend

cd backend
mvn clean install
mvn spring-boot:run
# API server will run at http://localhost:8088
# API Docs (Knife4j): http://localhost:8088/doc.html

3. Start the Frontend

cd frontend
npm install
npm run dev
# Frontend will run at http://localhost:5173

4. One-Click Deployment with Docker (Recommended)

cd docker
docker-compose up -d
# Visit http://localhost (Nginx reverse proxies frontend and backend)

Configuration: Before first run, configure necessary information like database and AI API keys (e.g., OpenAI, DeepSeek) according to comments in backend/src/main/resources/application.yml.

Configuration Guide

Main configuration file: backend/src/main/resources/application.yml

Database Configuration

spring:
  datasource:
    url: jdbc:postgresql://localhost:5432/wk_ai_crm
    username: postgres
    password: your_password

Redis Configuration

spring:
  data:
    redis:
      host: localhost
      port: 6379
      password: your_password
      database: 7

AI Service Configuration

spring:
  ai:
    openai:
      api-key: your_api_key
      base-url: https://api.openai.com/v1/  # Or other compatible API
      chat:
        options:
          model: gpt-4

MinIO Object Storage Configuration

minio:
  enabled: true
  endpoint: http://localhost:9000
  access-key: minioadmin
  secret-key: minioadmin
  bucket: ai-crm

WeKnora Knowledge Base Service Configuration

weknora:
  enabled: true
  base-url: http://localhost:8080/api/v1
  api-key: your_api_key
  knowledge-base-id: your_kb_id

API Documentation

After starting the backend service, access the Knife4j API documentation at:

http://localhost:8088/doc.html

Default Account

· Username: admin · Password: 123456a

Model Configuration

After installation, you must go to "System Settings" -> "API/AI" to configure the AI large model by entering the corresponding API key. Otherwise, the conversation feature will fail.

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🤝 Welcome Contributions

AI CRM is in a rapid growth phase, and we warmly welcome contributions of all forms!

• 🐛 Report Issues: Use GitHub Issues to submit bugs or feature suggestions.
• 🔧 Submit Code: Pull Requests are welcome.
• 📖 Improve Documentation: Help with docs or translations.
• 💡 Share Ideas: Discuss in our Community Forum.

📄 License

This project is open source under the MIT License. This means you are free to use, modify, and distribute the code, provided that the original copyright notice is retained.

❓ FAQ

Q: Which AI models are supported? A: By default, it supports any model providing an OpenAI-compatible API (e.g., OpenAI GPT series, DeepSeek, Ollama local models). Configure the corresponding API Key in the backend “System Settings” -> “API/AI” section.

Q: Is data safe for commercial use? A: The project can be fully self-hosted. All data (customers, documents, AI interactions) is stored on your own servers, ensuring data security.

Q: How to get more help? A: You can visit the project’s Community Forum to ask questions or search for existing answers.

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