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OE Service: AI Support Assistant

by
Odoo

366.49

v 13.0 Third Party
Live Preview
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Discuss (mail)
Invoicing (account)
Community Apps Dependencies
Lines of code 7502
Technical Name oe_ai_support
LicenseOPL-1
Websitehttps://odooengineering.com
Versions 12.0 13.0 14.0 15.0 16.0 17.0 18.0 19.0
You bought this module and need support? Click here!
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Discuss (mail)
Invoicing (account)
Community Apps Dependencies
Lines of code 7502
Technical Name oe_ai_support
LicenseOPL-1
Websitehttps://odooengineering.com
Versions 12.0 13.0 14.0 15.0 16.0 17.0 18.0 19.0
Keywords: oe_ai_support, Treys AI, support automation, helpdesk assistant, Discuss bot, AI ticketing, chat summarization, customer success, knowledge base, notification coaching, openai helper, odoo support
Odoo Engineering

OE Service: AI Support Assistant

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Enhanced Features in This Version

Professional Capabilities for Your Business

Quick Reply Suggestions

Generate three context-aware replies with one click, then post instantly-perfect for fast triage.

Key Features & Capabilities

Everything you need for professional operations

Treys Welcome Journey

Every new user receives an American-English welcome message that highlights Treys commands and links to your support resources.

Live Chat Summaries

Treys writes concise updates after every human message, keeping managers aligned and reducing handoff friction.

AI Ticket Escalation

Detects when a customer needs hands-on help, opens a linked client.ticket, and replies with a tracked permalink.

Knowledge Base Boosters

Curated guides, PDFs, and troubleshooting steps appear inside the chat so customers get answers immediately.

Notification Coaching

The systray preview reminds agents to enable native notifications so no message slips through.

Security-Scoped Summaries

Manager-only groups guard sensitive notes while regular agents keep chatting without friction.

AI Job Export

Push conversations to ai.job for analytics, customer health scoring, or historical archiving.

Americanized Prompts

Plain-language instructions geared for US support teams keep tone consistent across every reply.

Multi-Channel Coverage

Works with livechat, internal channels, or direct messages without disrupting existing processes.

What's Included

Core Features

  • Treys bot user, customer, and onboarding channel automation
  • Mail channel fields for AI summaries and ticket linkage
  • Automated ticket escalation into client.ticket

Additional Components

  • Notification service & systray previews for desktop prompts
  • AI job analyzer returning support transcripts
  • Security groups, record rules, and access right templates

Global Language Support (20+)

Available in 20+ languages: es_ES, fr_FR, it_IT, pt_BR, nl_NL, da_DK, de_DE, pl_PL, ar_001, zh_CN, ru_RU, ja_JP, tr_TR, id_ID, th_TH, vi_VN, ko_KR, pt_PT, sv_SE, cs_CZ.

How to Use This Module

Step-by-Step Instructions to Get Started

Installation & Setup

  1. Install the module: Go to Apps -> Search for "oe_ai_support" -> Click Install
  2. Configure permissions: Assign the OE AI Support user or manager groups to your helpdesk staff
  3. Initial configuration: In Technical AI Providers set your OpenAI/Claude credentials

Basic Usage

  1. Creating records: Open Discuss and let Treys greet each user via the dedicated DM
  2. Managing data: Mention @Treys inside support channels to request summaries or answers
  3. Using key features: Ask Treys to create support tickets or surface knowledge base links
  4. Generating reports: Click the AI Analysis smart button to export transcripts into ai.job

Tips & Best Practices

  • Encourage agents to enable desktop notifications from the Treys preview
  • Keep knowledge base resources updated so Treys replies stay relevant
  • Review AI summaries weekly and pin important follow-up tasks
  • Combine with oe_ai_assistant for cross-module intelligence

Important Notes

Requires oe_ai_job_base, mail_bot, and oe_support_client. Tested on Odoo 12.0 Community & Enterprise with multi-company support enabled.

Frequently Asked Questions

Q: Which Odoo versions and modules are required?

A: Odoo 12.0 Community or Enterprise with oe_ai_job_base, mail_bot, and oe_support_client installed. Works seamlessly with Discuss and Helpdesk.

Q: How do I connect Treys to my AI provider?

A: Configure your credentials in Technical AI Providers. The module automatically uses oe_ai_job_base defaults for models like GPT, Claude, Grok, or local Ollama deployments.

Q: Can I customize what Treys shares with users?

A: Yes. Update the knowledge base categories in the JSON config helper or override summary prompts. Security groups ensure only managers see sensitive summaries.

Q: Does Treys create duplicate tickets?

A: No. The AI checks for an existing open ticket linked to the channel before creating a new one, ensuring clean escalations for your support team.

Launch Demo Instance

Explore OE Service: AI Support Assistant in a live environment

Try It Now

Proudly American-Owned & Operated

Built for American Businesses First

At Odoo Engineering, we understand the unique needs of American businesses. Our modules are designed with clear, English-first terminology and workflows that align with US business practices, while maintaining universal accessibility for companies worldwide.

Why Choose Odoo Engineering

Professional Excellence Enterprise-grade modules built to the highest standards 90-Day Warranty Full support and bug fixes guaranteed Clear Documentation English-first terminology that everyone understands
US Business Hours Support when American businesses need it most Clean Code Well-documented, easily extensible modules Expert Team Dedicated professionals focused on your success

Quality Odoo modules that are easily extended at reasonable prices – that's the Odoo Engineering promise.

Complete AI Business Intelligence Suite

Powered by our open-sourced oe_ai_job_base framework - Build or Buy AI Extensions

This module is part of our AI Business Intelligence ecosystem. Purchase individual modules or contact us for custom AI solutions built on this proven framework.

Data Cleaner

Auto-fixes addresses, names, phones with smart AI rules

Message Analysis

Sentiment, urgency, and topic extraction for partners

Advanced Search

Natural language queries across your database

QuickBooks Bridge

AI-guided sync with QuickBooks Online

Want something custom? We build AI integrations tailored to your business.

Support & Services

Get Help

Need assistance? Our support team is here to help with installation, configuration, and troubleshooting.

Contact Support

Custom Development

Looking for custom features or integrations? We offer professional Odoo development services.

Request Quote

Ready to Get Started?

Install OE Service: AI Support Assistant today and experience the difference quality makes.

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© 2025 Odoo Engineering. All rights reserved.

Professional Odoo modules built with excellence in the USA.

Odoo Proprietary License v1.0

This software and associated files (the "Software") may only be used (executed,
modified, executed after modifications) if you have purchased a valid license
from the authors, typically via Odoo Apps, or if you have received a written
agreement from the authors of the Software (see the COPYRIGHT file).

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by depending on it, importing it and using its resources), but without copying
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LGPL, MIT, or proprietary licenses similar to this one).

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or modified copies of the Software.

The above copyright notice and this permission notice must be included in all
copies or substantial portions of the Software.

THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
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