{"id":36480,"date":"2026-04-17T05:33:52","date_gmt":"2026-04-17T05:33:52","guid":{"rendered":"https:\/\/tenthplanet.in\/odoo\/?p=36480"},"modified":"2026-04-17T08:35:35","modified_gmt":"2026-04-17T08:35:35","slug":"odoo-ai-features-setup-configuration","status":"publish","type":"post","link":"https:\/\/tenthplanet.in\/odoo\/product\/odoo-ai-features-setup-configuration\/","title":{"rendered":"Odoo AI Features Setup &amp; Configuration"},"content":{"rendered":"\r\n<h2 class=\"wp-block-heading\">Key Features\u00a0<\/h2>\r\n\r\n\r\n\r\n<ul class=\"wp-block-list\">\r\n<li>Support for multiple API keys (ChatGPT, Gemini)<\/li>\r\n\r\n\r\n\r\n<li>AI Agent: minimal &amp; full-screen views, launch in Discuss<\/li>\r\n\r\n\r\n\r\n<li>Open the AI chat and enter \u201cOpen the Sales Order module\u201d to navigate directly to the AI-powered Sales Order screen<\/li>\r\n\r\n\r\n\r\n<li>In the AI chat, ask \u201cHow many sales orders are there in total?\u201d to receive the total sales order count<\/li>\r\n\r\n\r\n\r\n<li>Quick chat search &amp; shortcut buttons<\/li>\r\n\r\n\r\n\r\n<li>AI Content Send for message and add the log notes<\/li>\r\n\r\n\r\n\r\n<li>Search the questions get the\u00a0answer for (Add the website links and documents, upload the files)<\/li>\r\n\r\n\r\n\r\n<li>AI Sort Documents<\/li>\r\n\r\n\r\n\r\n<li>AI fields in Studio for multiple data types<\/li>\r\n\r\n\r\n\r\n<li>Live chat integration with AI Agent<\/li>\r\n\r\n\r\n\r\n<li>Smart AI assistant (suggests actions &amp; answers)<\/li>\r\n\r\n\r\n\r\n<li>Prompt-based automation<\/li>\r\n\r\n\r\n\r\n<li>AI content generation (emails, descriptions)<\/li>\r\n\r\n\r\n\r\n<li>Call\/meeting transcription &amp; summaries<\/li>\r\n\r\n\r\n\r\n<li>\u00a0Helpdesk AI (auto replies &amp; ticket categorization)<\/li>\r\n\r\n\r\n\r\n<li>AI website &amp; marketing content creation<\/li>\r\n\r\n\r\n\r\n<li>Smart search using plain language<\/li>\r\n\r\n\r\n\r\n<li>Custom AI agents &amp; workflows<\/li>\r\n<\/ul>\r\n\r\n\r\n\r\n<h2 class=\"wp-block-heading\">API Key\u00a0Setup<\/h2>\r\n\r\n\r\n\r\n<ul class=\"wp-block-list\">\r\n<li>Create the API Keys (Example : ChatGPT and Gemini )<\/li>\r\n\r\n\r\n\r\n<li>Go to AI -&gt; Configuration -&gt; Settings<\/li>\r\n\r\n\r\n\r\n<li>Enable the &#8220;<strong>Use your own ChatGPT account&#8221;<\/strong> and\u00a0<strong>&#8220;Use your own Google Gemini account&#8221;\u00a0<\/strong>checkboxs<\/li>\r\n\r\n\r\n\r\n<li>Copy and Paste the API Keys\u00a0<\/li>\r\n\r\n\r\n\r\n<li>Click the Save button<\/li>\r\n<\/ul>\r\n\r\n\r\n\r\n<p class=\"wp-block-paragraph\"><strong>Screenshot Reference:<\/strong><\/p>\r\n\r\n\r\n\r\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"256\" class=\"wp-image-36482\" src=\"https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2026\/04\/Tenthplanet-Odoo-AI-Settings-1024x256.png\" alt=\"\" srcset=\"https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2026\/04\/Tenthplanet-Odoo-AI-Settings-1024x256.png 1024w, https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2026\/04\/Tenthplanet-Odoo-AI-Settings-300x75.png 300w, https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2026\/04\/Tenthplanet-Odoo-AI-Settings-768x192.png 768w, https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2026\/04\/Tenthplanet-Odoo-AI-Settings.png 1212w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\r\n\r\n\r\n\r\n<h2 class=\"wp-block-heading\">Default Prompts<\/h2>\r\n\r\n\r\n\r\n<ul class=\"wp-block-list\">\r\n<li>Go to AI -&gt; Configuration -&gt; Default Prompts<\/li>\r\n\r\n\r\n\r\n<li>Enter the Rule Name<\/li>\r\n\r\n\r\n\r\n<li>Select the when\u00a0users need to and call the agent<\/li>\r\n\r\n\r\n\r\n<li>Added the Shortcut buttons in AI Chatbot<\/li>\r\n<\/ul>\r\n\r\n\r\n\r\n<p class=\"wp-block-paragraph\"><strong>Screenshot Reference:<\/strong><\/p>\r\n\r\n\r\n\r\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"434\" class=\"wp-image-36484\" src=\"https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2026\/04\/Tenthplanet-Odoo-Default-Prompts-Setup-1-1024x434.png\" alt=\"\" srcset=\"https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2026\/04\/Tenthplanet-Odoo-Default-Prompts-Setup-1-1024x434.png 1024w, https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2026\/04\/Tenthplanet-Odoo-Default-Prompts-Setup-1-300x127.png 300w, https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2026\/04\/Tenthplanet-Odoo-Default-Prompts-Setup-1-768x325.png 768w, https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2026\/04\/Tenthplanet-Odoo-Default-Prompts-Setup-1.png 1414w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\r\n\r\n\r\n\r\n<p class=\"wp-block-paragraph\"><strong>Output: Buttons<\/strong><\/p>\r\n\r\n\r\n\r\n<ul class=\"wp-block-list\">\r\n<li>Search for the AI Shortcut<\/li>\r\n<\/ul>\r\n\r\n\r\n\r\n<p class=\"wp-block-paragraph\"><strong>Screenshot Reference:<\/strong><\/p>\r\n\r\n\r\n\r\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"403\" height=\"647\" class=\"wp-image-36487\" src=\"https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2026\/04\/Tenthplanet-Odoo-Default-Prompts-Setup-Output.png\" alt=\"\" srcset=\"https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2026\/04\/Tenthplanet-Odoo-Default-Prompts-Setup-Output.png 403w, https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2026\/04\/Tenthplanet-Odoo-Default-Prompts-Setup-Output-187x300.png 187w\" sizes=\"auto, (max-width: 403px) 100vw, 403px\" \/><\/figure>\r\n\r\n\r\n\r\n<h2 class=\"wp-block-heading\">Topics<\/h2>\r\n\r\n\r\n\r\n<ul class=\"wp-block-list\">\r\n<li>Go to AI -&gt; Agents -&gt; Topics<\/li>\r\n\r\n\r\n\r\n<li>Enter the Title and short Description<\/li>\r\n\r\n\r\n\r\n<li>Define the Instructions for\u00a0the topics<\/li>\r\n\r\n\r\n\r\n<li>Select the AI Tools<\/li>\r\n<\/ul>\r\n\r\n\r\n\r\n<p class=\"wp-block-paragraph\"><strong>Screenshot Reference:<\/strong><\/p>\r\n\r\n\r\n\r\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"965\" height=\"954\" class=\"wp-image-36489\" src=\"https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2026\/04\/Tenthplanet-Odoo-Topics-Setup-2.png\" alt=\"\" srcset=\"https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2026\/04\/Tenthplanet-Odoo-Topics-Setup-2.png 965w, https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2026\/04\/Tenthplanet-Odoo-Topics-Setup-2-300x297.png 300w, https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2026\/04\/Tenthplanet-Odoo-Topics-Setup-2-768x759.png 768w\" sizes=\"auto, (max-width: 965px) 100vw, 965px\" \/><\/figure>\r\n\r\n\r\n\r\n<h2 class=\"wp-block-heading\">Agents<\/h2>\r\n\r\n\r\n\r\n<ul class=\"wp-block-list\">\r\n<li>Go to AI -&gt; Agents -&gt; Agents<\/li>\r\n\r\n\r\n\r\n<li>Any Edit the Agents Configuration &#8211; &gt; In the <strong>Kanban<\/strong> view, click the<strong> three dots<\/strong> (\u22ee) and select Configuration<\/li>\r\n\r\n\r\n\r\n<li>Create the AI Agents, click the new button<\/li>\r\n\r\n\r\n\r\n<li>Enter the Agent Name and a short description<\/li>\r\n\r\n\r\n\r\n<li>Select the LLM Model(Large Language Model)<\/li>\r\n\r\n\r\n\r\n<li><strong>Example<\/strong>:\r\n<ul class=\"wp-block-list\">\r\n<li>Free Gemini LLM Mode:<strong> Gemini 2.5 Flash<\/strong><\/li>\r\n<\/ul>\r\n<\/li>\r\n\r\n\r\n\r\n<li>Choose the\u00a0Response Style\r\n<ul class=\"wp-block-list\">\r\n<li>Analytical<\/li>\r\n\r\n\r\n\r\n<li>Balanced<\/li>\r\n\r\n\r\n\r\n<li>Creative<\/li>\r\n<\/ul>\r\n<\/li>\r\n\r\n\r\n\r\n<li>Select the\u00a0Topics<\/li>\r\n\r\n\r\n\r\n<li>Add the Sources:\r\n<ul class=\"wp-block-list\">\r\n<li>Upload a Files<\/li>\r\n\r\n\r\n\r\n<li>Add a website link<\/li>\r\n\r\n\r\n\r\n<li>Add from documents<\/li>\r\n\r\n\r\n\r\n<li>Add from Knowledge<\/li>\r\n<\/ul>\r\n<\/li>\r\n<\/ul>\r\n\r\n\r\n\r\n<p class=\"wp-block-paragraph\"><strong>Screenshot Reference:<\/strong><\/p>\r\n\r\n\r\n\r\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"855\" class=\"wp-image-36511\" src=\"https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2026\/04\/Tenthplanet-Odoo-Agents-Setup-2-1024x855.png\" alt=\"\" srcset=\"https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2026\/04\/Tenthplanet-Odoo-Agents-Setup-2-1024x855.png 1024w, https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2026\/04\/Tenthplanet-Odoo-Agents-Setup-2-300x251.png 300w, https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2026\/04\/Tenthplanet-Odoo-Agents-Setup-2-768x641.png 768w, https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2026\/04\/Tenthplanet-Odoo-Agents-Setup-2.png 1377w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\r\n\r\n\r\n\r\n<p class=\"wp-block-paragraph\"><strong>Output :<\/strong><\/p>\r\n\r\n\r\n\r\n<ul class=\"wp-block-list\">\r\n<li>Click on the <strong>AI Agent<\/strong><\/li>\r\n\r\n\r\n\r\n<li>Search for answers to questions using the available sources, such as <strong>documents, website links, uploaded files and the knowledge base<\/strong><\/li>\r\n<\/ul>\r\n\r\n\r\n\r\n<p class=\"wp-block-paragraph\"><strong>Screenshot Reference:<\/strong><\/p>\r\n\r\n\r\n\r\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"407\" height=\"649\" class=\"wp-image-36494\" src=\"https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2026\/04\/Tenthplanet-Odoo-AI-Agent-Search-Feature.png\" alt=\"\" srcset=\"https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2026\/04\/Tenthplanet-Odoo-AI-Agent-Search-Feature.png 407w, https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2026\/04\/Tenthplanet-Odoo-AI-Agent-Search-Feature-188x300.png 188w\" sizes=\"auto, (max-width: 407px) 100vw, 407px\" \/><\/figure>\r\n\r\n\r\n\r\n<h2 class=\"wp-block-heading\">CRM AI Features<\/h2>\r\n\r\n\r\n\r\n<h3 class=\"wp-block-heading\"><strong>AI-Based Probability Update<\/strong><\/h3>\r\n\r\n\r\n\r\n<ul class=\"wp-block-list\">\r\n<li>Go to <strong>CRM App -&gt; Leads\u00a0<\/strong><\/li>\r\n\r\n\r\n\r\n<li>Click the <strong>AI button<\/strong> in the opportunity form<\/li>\r\n\r\n\r\n\r\n<li>The system will automatically calculate and update the <strong>probability (%)<\/strong> based on available data<\/li>\r\n<\/ul>\r\n\r\n\r\n\r\n<h3 class=\"wp-block-heading\"><strong>Using Predefined Email Templates<\/strong><\/h3>\r\n\r\n\r\n\r\n<ul class=\"wp-block-list\">\r\n<li>Go to <strong>CRM -&gt;\u00a0Leads -&gt;\u00a0Open a Lead<\/strong><\/li>\r\n\r\n\r\n\r\n<li>Click <strong>Send Email<\/strong><\/li>\r\n\r\n\r\n\r\n<li>In the email composer window, click the three dots (\u22ee) and select <strong>Predefined Email Templates<\/strong><\/li>\r\n\r\n\r\n\r\n<li>The email content will automatically update based on the selected template<\/li>\r\n<\/ul>\r\n\r\n\r\n\r\n<h3 class=\"wp-block-heading\"><strong>Using AI Email\u00a0Generation<\/strong><\/h3>\r\n\r\n\r\n\r\n<ul class=\"wp-block-list\">\r\n<li>Go to<strong> CRM -&gt;\u00a0Leads -&gt;\u00a0Open a Leadfor<\/strong><\/li>\r\n\r\n\r\n\r\n<li>Click <strong>Send Email<\/strong><\/li>\r\n\r\n\r\n\r\n<li>In the email composer window, click the <strong>AI button<\/strong><\/li>\r\n\r\n\r\n\r\n<li>Enter your question to generate email content<\/li>\r\n\r\n\r\n\r\n<li>Review the AI-generated response and click <strong>Use this Content<\/strong><\/li>\r\n\r\n\r\n\r\n<li>The generated content will automatically populate the email body<\/li>\r\n<\/ul>\r\n\r\n\r\n\r\n<h2 class=\"wp-block-heading\">AI Fields &#8211; Studio<\/h2>\r\n\r\n\r\n\r\n<ul class=\"wp-block-list\">\r\n<li>Go to Click the Toggle Studio Icons<\/li>\r\n\r\n\r\n\r\n<li>Add the Multiple Fields(Example : Text, HTML, Integer, Decimal, and Date time) and configure the\u00a0prompt<\/li>\r\n\r\n\r\n\r\n<li>Click the Save and Close<\/li>\r\n<\/ul>\r\n\r\n\r\n\r\n<p class=\"wp-block-paragraph\"><strong>Screenshot Reference:<\/strong><\/p>\r\n\r\n\r\n\r\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"388\" class=\"wp-image-36497\" src=\"https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2026\/04\/Tenthplanet-Odoo-AI-Fields-Creation-Studio-1024x388.png\" alt=\"\" srcset=\"https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2026\/04\/Tenthplanet-Odoo-AI-Fields-Creation-Studio-1024x388.png 1024w, https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2026\/04\/Tenthplanet-Odoo-AI-Fields-Creation-Studio-300x114.png 300w, https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2026\/04\/Tenthplanet-Odoo-AI-Fields-Creation-Studio-768x291.png 768w, https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2026\/04\/Tenthplanet-Odoo-AI-Fields-Creation-Studio-1536x582.png 1536w, https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2026\/04\/Tenthplanet-Odoo-AI-Fields-Creation-Studio.png 1790w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\r\n\r\n\r\n\r\n<p class=\"wp-block-paragraph\"><strong>Output<\/strong> <strong>Screenshot Reference:<\/strong><\/p>\r\n\r\n\r\n\r\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"535\" class=\"wp-image-36498\" src=\"https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2026\/04\/Tenthplanet-Odoo-AI-Fields-Created-Studio--1024x535.png\" alt=\"\" srcset=\"https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2026\/04\/Tenthplanet-Odoo-AI-Fields-Created-Studio--1024x535.png 1024w, https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2026\/04\/Tenthplanet-Odoo-AI-Fields-Created-Studio--300x157.png 300w, https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2026\/04\/Tenthplanet-Odoo-AI-Fields-Created-Studio--768x402.png 768w, https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2026\/04\/Tenthplanet-Odoo-AI-Fields-Created-Studio-.png 1027w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\r\n\r\n\r\n\r\n<h2 class=\"wp-block-heading\"><strong>AI Live Chat<\/strong><\/h2>\r\n\r\n\r\n\r\n<ul class=\"wp-block-list\">\r\n<li>Go to\u00a0Apps -&gt; Install the Live chat AI Agent App<\/li>\r\n\r\n\r\n\r\n<li>Go to Live Chat App -&gt; Channels\u00a0<\/li>\r\n\r\n\r\n\r\n<li>In the <strong>Kanban<\/strong> view, click the<strong> three dots<\/strong> (\u22ee) and select Configuration Channel<\/li>\r\n\r\n\r\n\r\n<li>In the Rules Tab -&gt; Select the AI Agent -&gt; Save the Live Chat Channel<\/li>\r\n\r\n\r\n\r\n<li>Go to Website App -&gt; Configuration -&gt; Settings\u00a0<\/li>\r\n\r\n\r\n\r\n<li>General,\u00a0enable the Live chat checkbox<\/li>\r\n\r\n\r\n\r\n<li>Select the Live chat Channel\u00a0<\/li>\r\n<\/ul>\r\n\r\n\r\n\r\n<p class=\"wp-block-paragraph\"><strong>Screenshot Reference:<\/strong><\/p>\r\n\r\n\r\n\r\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"426\" class=\"wp-image-36499\" src=\"https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2026\/04\/Tenthplanet-Odoo-Live-Chat-Setup-1024x426.png\" alt=\"\" srcset=\"https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2026\/04\/Tenthplanet-Odoo-Live-Chat-Setup-1024x426.png 1024w, https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2026\/04\/Tenthplanet-Odoo-Live-Chat-Setup-300x125.png 300w, https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2026\/04\/Tenthplanet-Odoo-Live-Chat-Setup-768x320.png 768w, https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2026\/04\/Tenthplanet-Odoo-Live-Chat-Setup.png 1425w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\r\n\r\n\r\n\r\n<h2 class=\"wp-block-heading\">Website &#8211; Live Chat<\/h2>\r\n\r\n\r\n\r\n<ul class=\"wp-block-list\">\r\n<li>Go to Website App and\u00a0Open the Chatbot\u00a0<\/li>\r\n\r\n\r\n\r\n<li>Start chatting to receive responses from the AI agent<\/li>\r\n<\/ul>\r\n\r\n\r\n\r\n<p class=\"wp-block-paragraph\"><strong>Screenshot Reference:<\/strong><\/p>\r\n\r\n\r\n\r\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"376\" height=\"628\" class=\"wp-image-36513\" src=\"https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2026\/04\/Tenthplanet-Odoo-Website-to-Live-Chat-1.png\" alt=\"\" srcset=\"https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2026\/04\/Tenthplanet-Odoo-Website-to-Live-Chat-1.png 376w, https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2026\/04\/Tenthplanet-Odoo-Website-to-Live-Chat-1-180x300.png 180w\" sizes=\"auto, (max-width: 376px) 100vw, 376px\" \/><\/figure>\r\n\r\n\r\n\r\n<h2 class=\"wp-block-heading\">AI Email Template<\/h2>\r\n\r\n\r\n\r\n<ul class=\"wp-block-list\">\r\n<li>Navigate to Settings -&gt;\u00a0Technical -&gt;\u00a0Email Templates<\/li>\r\n\r\n\r\n\r\n<li>Click <strong>New<\/strong> to create an email template<\/li>\r\n\r\n\r\n\r\n<li>Enter the Template Name and Select the Applies to<\/li>\r\n\r\n\r\n\r\n<li>In the <strong>Body<\/strong> tab, type <strong>\/<\/strong> and select <strong>Prompt Tools<\/strong><\/li>\r\n\r\n\r\n\r\n<li>Define the email content by entering the required commands<\/li>\r\n\r\n\r\n\r\n<li>Type <strong>\/<\/strong> again and select <strong>Dynamic Placeholder<\/strong><\/li>\r\n\r\n\r\n\r\n<li>Save the <strong>email template<\/strong><\/li>\r\n<\/ul>\r\n\r\n\r\n\r\n<p class=\"wp-block-paragraph\"><strong>Screenshot Reference:<\/strong><\/p>\r\n\r\n\r\n\r\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"414\" class=\"wp-image-36503\" src=\"https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2026\/04\/Tenthplanet-Odoo-Create-email-templates-1024x414.png\" alt=\"\" srcset=\"https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2026\/04\/Tenthplanet-Odoo-Create-email-templates-1024x414.png 1024w, https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2026\/04\/Tenthplanet-Odoo-Create-email-templates-300x121.png 300w, https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2026\/04\/Tenthplanet-Odoo-Create-email-templates-768x310.png 768w, https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2026\/04\/Tenthplanet-Odoo-Create-email-templates.png 1342w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\r\n\r\n\r\n\r\n<p class=\"wp-block-paragraph\"><strong>Output :<\/strong><\/p>\r\n\r\n\r\n\r\n<ul class=\"wp-block-list\">\r\n<li>Go to the <strong>Applies To<\/strong> field in the email template<\/li>\r\n\r\n\r\n\r\n<li>Go to <strong>Sales \u2192 Sale Orders<\/strong> and select <strong>Send Email<\/strong><\/li>\r\n\r\n\r\n\r\n<li>In the email wizard, click the <strong>three dots (\u22ee)<\/strong> and select <strong>Email Template<\/strong><\/li>\r\n\r\n\r\n\r\n<li>The email message will be <strong>automatically updated<\/strong> based on the selected template<\/li>\r\n<\/ul>\r\n\r\n\r\n\r\n<p class=\"wp-block-paragraph\"><strong>Screenshot Reference:<\/strong><\/p>\r\n\r\n\r\n\r\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1002\" height=\"701\" class=\"wp-image-36504\" src=\"https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2026\/04\/Tenthplanet-Odoo-Email-Template-in-Sale-Order.png\" alt=\"\" srcset=\"https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2026\/04\/Tenthplanet-Odoo-Email-Template-in-Sale-Order.png 1002w, https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2026\/04\/Tenthplanet-Odoo-Email-Template-in-Sale-Order-300x210.png 300w, https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2026\/04\/Tenthplanet-Odoo-Email-Template-in-Sale-Order-768x537.png 768w\" sizes=\"auto, (max-width: 1002px) 100vw, 1002px\" \/><\/figure>\r\n\r\n\r\n\r\n<h2 class=\"wp-block-heading\">AI Voice Transcription<\/h2>\r\n\r\n\r\n\r\n<ul class=\"wp-block-list\">\r\n<li>Go to any <strong>Description<\/strong> or <strong>Terms &amp; Conditions<\/strong> section<\/li>\r\n\r\n\r\n\r\n<li>Type \/ and select the\u00a0Voice Transcript\u00a0<\/li>\r\n\r\n\r\n\r\n<li>Click Notes and Transcript to\u00a0Add Notes\u00a0<\/li>\r\n\r\n\r\n\r\n<li>When the meeting is ready, click the <strong>Start Recording<\/strong> button<\/li>\r\n\r\n\r\n\r\n<li>When the meeting ends, click the <strong>Stop Recording<\/strong> button<\/li>\r\n\r\n\r\n\r\n<li>Meeting Is Ended, Click the Stop Recording button<\/li>\r\n\r\n\r\n\r\n<li>The audio will be recorded, and a <strong>transcript<\/strong> along with an <strong>AI summary<\/strong> will be generated<\/li>\r\n\r\n\r\n\r\n<li>You can use the <strong>automatically generated AI summary<\/strong> or edit it manually<\/li>\r\n\r\n\r\n\r\n<li>The summary can be shared via email<\/li>\r\n<\/ul>\r\n\r\n\r\n\r\n<p class=\"wp-block-paragraph\"><strong>Screenshot Reference:<\/strong><\/p>\r\n\r\n\r\n\r\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"147\" class=\"wp-image-36505\" src=\"https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2026\/04\/Tenthplanet-Odoo-Meeting-Call-Transcript-Summarize-1024x147.png\" alt=\"\" srcset=\"https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2026\/04\/Tenthplanet-Odoo-Meeting-Call-Transcript-Summarize-1024x147.png 1024w, https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2026\/04\/Tenthplanet-Odoo-Meeting-Call-Transcript-Summarize-300x43.png 300w, https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2026\/04\/Tenthplanet-Odoo-Meeting-Call-Transcript-Summarize-768x110.png 768w, https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2026\/04\/Tenthplanet-Odoo-Meeting-Call-Transcript-Summarize.png 1165w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\r\n\r\n\r\n\r\n<h2 class=\"wp-block-heading\">Text With AI<\/h2>\r\n\r\n\r\n\r\n<ul class=\"wp-block-list\">\r\n<li>Go to any text notes (for example, Knowledge)<\/li>\r\n\r\n\r\n\r\n<li>Type \/ to, display the AI options<\/li>\r\n\r\n\r\n\r\n<li>Click on the AI options and search for the content<\/li>\r\n\r\n\r\n\r\n<li>Copy and Paste the content\u00a0as needed<\/li>\r\n<\/ul>\r\n\r\n\r\n\r\n<p class=\"wp-block-paragraph\"><strong>Screenshot Reference:<\/strong><\/p>\r\n\r\n\r\n\r\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"377\" class=\"wp-image-36506\" src=\"https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2026\/04\/Tenthplanet-Odoo-Text-with-AI--1024x377.png\" alt=\"\" srcset=\"https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2026\/04\/Tenthplanet-Odoo-Text-with-AI--1024x377.png 1024w, https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2026\/04\/Tenthplanet-Odoo-Text-with-AI--300x111.png 300w, https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2026\/04\/Tenthplanet-Odoo-Text-with-AI--768x283.png 768w, https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2026\/04\/Tenthplanet-Odoo-Text-with-AI-.png 1425w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\r\n\r\n\r\n\r\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"403\" height=\"654\" class=\"wp-image-36507\" src=\"https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2026\/04\/Tenthplanet-Odoo-Text-for-AI-Search.png\" alt=\"\" srcset=\"https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2026\/04\/Tenthplanet-Odoo-Text-for-AI-Search.png 403w, https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2026\/04\/Tenthplanet-Odoo-Text-for-AI-Search-185x300.png 185w\" sizes=\"auto, (max-width: 403px) 100vw, 403px\" \/><\/figure>\r\n\r\n\r\n\r\n<p class=\"wp-block-paragraph\"><strong>Select the Content With AI Option<\/strong><\/p>\r\n\r\n\r\n\r\n<ul class=\"wp-block-list\">\r\n<li>Select the content and click the AI option to open the AI Bot<\/li>\r\n\r\n\r\n\r\n<li>Choose <strong>\u201cRewrite Selected Text\u201d<\/strong> to correct the content<\/li>\r\n\r\n\r\n\r\n<li>Copy and paste the updated content as needed<\/li>\r\n<\/ul>\r\n\r\n\r\n\r\n<p class=\"wp-block-paragraph\"><strong>Screenshot Reference:<\/strong><\/p>\r\n\r\n\r\n\r\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"678\" class=\"wp-image-36508\" src=\"https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2026\/04\/Tenthplanet-Odoo-Select-content-using-AI-1024x678.png\" alt=\"\" srcset=\"https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2026\/04\/Tenthplanet-Odoo-Select-content-using-AI-1024x678.png 1024w, https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2026\/04\/Tenthplanet-Odoo-Select-content-using-AI-300x199.png 300w, https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2026\/04\/Tenthplanet-Odoo-Select-content-using-AI-768x508.png 768w, https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2026\/04\/Tenthplanet-Odoo-Select-content-using-AI.png 1076w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\r\n\r\n\r\n\r\n<h2 class=\"wp-block-heading\">AI Server Actions<\/h2>\r\n\r\n\r\n\r\n<ul class=\"wp-block-list\">\r\n<li>Go to the Settings app -&gt; Technical -&gt; Server Actions<\/li>\r\n\r\n\r\n\r\n<li>Open the sort document record<\/li>\r\n\r\n\r\n\r\n<li>Choose the AI option<\/li>\r\n\r\n\r\n\r\n<li>Configure the\u00a0prompt tab in tools and setup the AI action prompt<\/li>\r\n<\/ul>\r\n\r\n\r\n\r\n<p class=\"wp-block-paragraph\"><strong>Screenshot Reference:<\/strong><\/p>\r\n\r\n\r\n\r\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"323\" class=\"wp-image-36509\" src=\"https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2026\/04\/Tenthplanet-Odoo-AI-Server-Actions-Screen-1024x323.png\" alt=\"\" srcset=\"https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2026\/04\/Tenthplanet-Odoo-AI-Server-Actions-Screen-1024x323.png 1024w, https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2026\/04\/Tenthplanet-Odoo-AI-Server-Actions-Screen-300x95.png 300w, https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2026\/04\/Tenthplanet-Odoo-AI-Server-Actions-Screen-768x243.png 768w, https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2026\/04\/Tenthplanet-Odoo-AI-Server-Actions-Screen.png 1083w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\r\n\r\n\r\n\r\n<p class=\"wp-block-paragraph\"><strong>Output :<\/strong><\/p>\r\n\r\n\r\n\r\n<ul class=\"wp-block-list\">\r\n<li>Go to Documents app -&gt; Documents<\/li>\r\n\r\n\r\n\r\n<li>Click the <strong>Actions<\/strong> button and\u00a0Select <strong>Auto-Sort\u00a0<\/strong><\/li>\r\n<\/ul>\r\n\r\n\r\n\r\n<p class=\"wp-block-paragraph\"><strong>Screenshot Reference:<\/strong><\/p>\r\n\r\n\r\n\r\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"993\" height=\"340\" class=\"wp-image-36510\" src=\"https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2026\/04\/Tenthplanet-Odoo-AI-Server-Actions-with-sort-document.png\" alt=\"\" srcset=\"https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2026\/04\/Tenthplanet-Odoo-AI-Server-Actions-with-sort-document.png 993w, https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2026\/04\/Tenthplanet-Odoo-AI-Server-Actions-with-sort-document-300x103.png 300w, https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2026\/04\/Tenthplanet-Odoo-AI-Server-Actions-with-sort-document-768x263.png 768w\" sizes=\"auto, (max-width: 993px) 100vw, 993px\" \/><\/figure>\r\n","protected":false},"excerpt":{"rendered":"<p>Key Features\u00a0 API Key\u00a0Setup Screenshot Reference: Default Prompts Screenshot Reference: Output: Buttons Screenshot Reference: Topics Screenshot Reference: Agents Screenshot Reference: [&hellip;]<\/p>\n","protected":false},"author":9,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[9],"tags":[],"class_list":["post-36480","post","type-post","status-publish","format-standard","hentry","category-product"],"acf":[],"_links":{"self":[{"href":"https:\/\/tenthplanet.in\/odoo\/wp-json\/wp\/v2\/posts\/36480","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/tenthplanet.in\/odoo\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/tenthplanet.in\/odoo\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/tenthplanet.in\/odoo\/wp-json\/wp\/v2\/users\/9"}],"replies":[{"embeddable":true,"href":"https:\/\/tenthplanet.in\/odoo\/wp-json\/wp\/v2\/comments?post=36480"}],"version-history":[{"count":0,"href":"https:\/\/tenthplanet.in\/odoo\/wp-json\/wp\/v2\/posts\/36480\/revisions"}],"wp:attachment":[{"href":"https:\/\/tenthplanet.in\/odoo\/wp-json\/wp\/v2\/media?parent=36480"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/tenthplanet.in\/odoo\/wp-json\/wp\/v2\/categories?post=36480"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/tenthplanet.in\/odoo\/wp-json\/wp\/v2\/tags?post=36480"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}