SLA Deadlines with Breach Status

Automatic SLA deadlines per urgency (Low/Normal/High/Urgent) with real-time breach status and activity due dates.

Live AI Inbox Overview

Monitor classification volume, queue aging, and team workload from a single console that updates in real time.

Sentiment & Urgency Scores

Blend tone analysis with configurable thresholds so urgent, negative, or VIP conversations jump to the top automatically.

Routing Playbooks

Map AI categories to CRM teams, channels, or Treys escalations without code and keep overrides per company.

Team & Channel Suggestions

Suggest the best CRM team and Odoo channel for each inquiry, then auto-post a concise summary to keep everyone aligned.

Action Item Extraction

Surface next steps, due dates, and requester expectations so agents focus on execution instead of deciphering long threads.

Queue Health Heatmap

Visualize backlog distribution by category, urgency, and owner so managers can rebalance workload in seconds.

Compliance Audit Trail

Every AI action, routing adjustment, and sentiment change is logged with payload snapshots for regulated industries.

Omni-channel Intake

Unify inbound email, website forms, and shared mailboxes with consistent AI processing and Treys escalation paths.

Installation & Setup

1. Install the module: Go to Apps -> Search for "oe_email_ai_categorizer" -> Click Install and update dependencies.
2. Configure permissions: Settings -> Users & Companies -> grant "OE Email AI: User" or "Manager" roles to the right staff.
3. Initial configuration: Settings -> General Settings -> Email AI Categorizer to define default team, channel, Treys manager, and sentiment thresholds.

Basic Usage

1. Capturing inbound emails: Allow the cron to auto-create classifications or use "Queue AI" on selected records from the list view.
2. Managing data: Review subject, sentiment, and suggested team; adjust predictions before saving if needed.
3. Using key features: Click "Apply Routing" to push messages to the correct CRM team, channel, and responsible user.
4. Monitoring insights: Open "View Logs" to audit Treys actions, payloads, and classification history for any record.

Tips & Best Practices

• Keep the team/channel JSON mapping aligned with new product lines or service tiers.
• Review priority scores weekly to fine-tune sentiment thresholds for your industry.
• Enable Treys notifications for overnight escalations to maintain 24/7 responsiveness.
• Sync CRM teams and helpdesk stages so routed records land in the right pipeline automatically.

Important Notes

Requires Mail, CRM, and oe_ai_job_base modules. Tested on Odoo 12.0 Community & Enterprise. Scheduler "Email AI: Queue Pending Analysis" ships enabled-adjust frequency to match your inbound volume.

Q: Which Odoo versions are supported?

A: Odoo 12.0 Community and Enterprise editions. The module depends on Mail, CRM, and oe_ai_job_base.

Q: How do I schedule AI processing?

A: The "Email AI: Queue Pending Analysis" cron runs every five minutes by default. Adjust it under Settings -> Technical -> Automation or trigger "Queue AI" manually from the list view.

Q: Can I customize the classification logic?

A: Yes. Extend the `oe.email.ai.category` model or override the AI job payload builder. The codebase uses standard inheritance patterns, so you can plug in custom prompts or provider routing easily.

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