# CRM Agent Guide This guide provides detailed steps to create a CRM agent that leverages Composio, LlamaIndex, OpenAI and ChatGPT to help you interact with your CRM on a chat interface. ## Steps to Run **Navigate to the Project Directory:** Change to the directory where the `setup.sh`, `main.py`, `requirements.txt`, and `README.md` files are located. For example: ```sh cd path/to/project/directory ``` ### 1. Run the Setup File Make the setup.sh Script Executable (if necessary): On Linux or macOS, you might need to make the setup.sh script executable: ```shell chmod +x setup.sh ``` Execute the setup.sh script to set up the environment and install dependencies: ```shell ./setup.sh ``` Now, fill in the `.env` file with your secrets. ### 2. Run the Python Script ```shell streamlit run cookbook/python-examples/advanced_agents/sales_kit/CRM_agent/main.py ```