Odoo AI Features Setup & Configuration

Key Features 

• Support for multiple API keys (ChatGPT, Gemini)
• AI Agent: minimal & full-screen views, launch in Discuss
• Open the AI chat and enter “Open the Sales Order module” to navigate directly to the AI-powered Sales Order screen
• In the AI chat, ask “How many sales orders are there in total?” to receive the total sales order count
• Quick chat search & shortcut buttons
• AI Content Send for message and add the log notes
• Search the questions get the answer for (Add the website links and documents, upload the files)
• AI Sort Documents
• AI fields in Studio for multiple data types
• Live chat integration with AI Agent
• Smart AI assistant (suggests actions & answers)
• Prompt-based automation
• AI content generation (emails, descriptions)
• Call/meeting transcription & summaries
•  Helpdesk AI (auto replies & ticket categorization)
• AI website & marketing content creation
• Smart search using plain language
• Custom AI agents & workflows

API Key Setup

• Create the API Keys (Example : ChatGPT and Gemini )
• Go to AI -> Configuration -> Settings
• Enable the “Use your own ChatGPT account” and “Use your own Google Gemini account” checkboxs
• Copy and Paste the API Keys 
• Click the Save button

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Default Prompts

• Go to AI -> Configuration -> Default Prompts
• Enter the Rule Name
• Select the when users need to and call the agent
• Added the Shortcut buttons in AI Chatbot

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Output: Buttons

• Search for the AI Shortcut

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Topics

• Go to AI -> Agents -> Topics
• Enter the Title and short Description
• Define the Instructions for the topics
• Select the AI Tools

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Agents

• Go to AI -> Agents -> Agents
• Any Edit the Agents Configuration – > In the Kanban view, click the three dots (⋮) and select Configuration
• Create the AI Agents, click the new button
• Enter the Agent Name and a short description
• Select the LLM Model(Large Language Model)
• Example:
  • Free Gemini LLM Mode: Gemini 2.5 Flash
• Choose the Response Style
  • Analytical
  • Balanced
  • Creative
• Select the Topics
• Add the Sources:
  • Upload a Files
  • Add a website link
  • Add from documents
  • Add from Knowledge

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Output :

• Click on the AI Agent
• Search for answers to questions using the available sources, such as documents, website links, uploaded files and the knowledge base

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CRM AI Features

AI-Based Probability Update

• Go to CRM App -> Leads 
• Click the AI button in the opportunity form
• The system will automatically calculate and update the probability (%) based on available data

Using Predefined Email Templates

• Go to CRM -> Leads -> Open a Lead
• Click Send Email
• In the email composer window, click the three dots (⋮) and select Predefined Email Templates
• The email content will automatically update based on the selected template

Using AI Email Generation

• Go to CRM -> Leads -> Open a Leadfor
• Click Send Email
• In the email composer window, click the AI button
• Enter your question to generate email content
• Review the AI-generated response and click Use this Content
• The generated content will automatically populate the email body

AI Fields – Studio

• Go to Click the Toggle Studio Icons
• Add the Multiple Fields(Example : Text, HTML, Integer, Decimal, and Date time) and configure the prompt
• Click the Save and Close

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AI Live Chat

• Go to Apps -> Install the Live chat AI Agent App
• Go to Live Chat App -> Channels 
• In the Kanban view, click the three dots (⋮) and select Configuration Channel
• In the Rules Tab -> Select the AI Agent -> Save the Live Chat Channel
• Go to Website App -> Configuration -> Settings 
• General, enable the Live chat checkbox
• Select the Live chat Channel 

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Website – Live Chat

• Go to Website App and Open the Chatbot 
• Start chatting to receive responses from the AI agent

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AI Email Template

• Navigate to Settings -> Technical -> Email Templates
• Click New to create an email template
• Enter the Template Name and Select the Applies to
• In the Body tab, type / and select Prompt Tools
• Define the email content by entering the required commands
• Type / again and select Dynamic Placeholder
• Save the email template

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Output :

• Go to the Applies To field in the email template
• Go to Sales → Sale Orders and select Send Email
• In the email wizard, click the three dots (⋮) and select Email Template
• The email message will be automatically updated based on the selected template

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AI Voice Transcription

• Go to any Description or Terms & Conditions section
• Type / and select the Voice Transcript 
• Click Notes and Transcript to Add Notes 
• When the meeting is ready, click the Start Recording button
• When the meeting ends, click the Stop Recording button
• Meeting Is Ended, Click the Stop Recording button
• The audio will be recorded, and a transcript along with an AI summary will be generated
• You can use the automatically generated AI summary or edit it manually
• The summary can be shared via email

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Text With AI

• Go to any text notes (for example, Knowledge)
• Type / to, display the AI options
• Click on the AI options and search for the content
• Copy and Paste the content as needed

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Select the Content With AI Option

• Select the content and click the AI option to open the AI Bot
• Choose “Rewrite Selected Text” to correct the content
• Copy and paste the updated content as needed

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AI Server Actions

• Go to the Settings app -> Technical -> Server Actions
• Open the sort document record
• Choose the AI option
• Configure the prompt tab in tools and setup the AI action prompt

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Output :

• Go to Documents app -> Documents
• Click the Actions button and Select Auto-Sort 

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