| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Contacts (contacts)
• Discuss (mail) • Invoicing (account) |
| Lines of code | 828 |
| Technical Name |
ratib_ai_sales_assistant |
| License | OPL-1 |
| Website | https://apps.odoo.com |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Contacts (contacts)
• Discuss (mail) • Invoicing (account) |
| Lines of code | 828 |
| Technical Name |
ratib_ai_sales_assistant |
| License | OPL-1 |
| Website | https://apps.odoo.com |
Why AI Sales Assistant?
Writing the perfect quotation email takes time — and most salespeople send the same generic text every time. AI Sales Assistant reads your actual Odoo data (customer info, order history, products, prices, language) and generates a context-aware, personalized cover letter in seconds. Not generic text. A real email that knows your customer's name, company, purchase history, and what you are selling them today.
Features
Cover Letter / Email
Generates a ready-to-send quotation cover letter. Addresses the customer by name, references the quotation number and total, highlights key products, and acknowledges repeat customers. 150–250 words, professional tone.
Product Descriptions
Rewrites the description of each product line with benefit-focused, persuasive text — tailored to the customer's sector and the selected tone. Applied directly to the quotation lines with one click.
Upsell Suggestions
Analyzes what the customer is buying and their order history, then suggests 3–5 complementary products with a reason and urgency level. Saved directly to the quotation for salesperson reference.
Rich Customer Context
The AI knows your customer: name, company, country, language, payment terms, and the last N confirmed orders (configurable). Better context means better, more relevant output.
Multi-language
Output language is automatically detected from the customer's Odoo language setting. Supports Italian, English, French, Arabic, German, Spanish and more.
Fully Configurable
Choose your AI provider (Claude or GPT-4o), model, default tone, history depth, and even write your own system prompt. All configurable in Odoo Settings without touching the code.
How It Works
Open a quotation and click "AI Assistant"
A button appears on every quotation in draft or sent state. Click it to open the AI generation wizard.
Choose what to generate and the tone
Select Cover Letter, Product Descriptions, or Upsell Suggestions. Choose the tone: Formal, Friendly, Technical, or Persuasive.
Click "Generate with AI"
The module reads your Odoo data (customer, products, history), builds a structured prompt, and sends it to Claude or GPT-4o. Result appears in 3–8 seconds.
Review and apply
Read the generated content. If happy, click "Save to Quotation". If not, click "Regenerate" to get a new version. The result is stored on the quotation record.
Configuration
Go to Settings → AI Sales Assistant to configure:
| Setting | Options | Description |
|---|---|---|
| AI Provider | Claude / GPT-4o | Which AI service to use |
| Anthropic API Key | — | From console.anthropic.com (free trial available) |
| OpenAI API Key | — | From platform.openai.com |
| Claude Model | Sonnet / Opus | claude-sonnet-4-5 recommended for speed & cost |
| Default Tone | 4 options | Pre-selected tone in the wizard |
| Past Orders in Context | 1–20 | How many previous orders to include |
| Custom System Prompt | Free text | Override the built-in AI instructions |
Compatibility
Technical Notes
- No extra Python packages required — uses stdlib
urllibfor API calls - API calls are made synchronously (timeout: 60 seconds)
- All data stays in your Odoo instance — only the prompt text is sent to the AI API
- Fully compatible with multi-company and multi-language setups
- Source code is readable and well-commented — easy to customize
Includes 90 days of bug-fix support · OPL-1 License · Use on one Odoo instance
About the Author
Abderrahmane Ratib — Odoo Developer & AI Specialist with 15+ years of experience building and publishing Odoo modules. Based in Crevalcore (BO), Italy. Specializes in ERP customization, AI integration, and Python development.
📧 ratib2@gmail.com
AI Sales Assistant
Generate personalized quotation emails, product descriptions, and upsell suggestions using Claude AI (Anthropic) or GPT-4o (OpenAI) — directly inside Odoo Sales.
Overview
AI Sales Assistant reads your real Odoo data — customer info, order history, products, prices, language — and generates context-aware content in seconds.
Not generic text. Personalized output that knows your customer's name, company, purchase history, and exactly what you are selling them today.
Features
Cover Letter / Email
Generates a ready-to-send quotation cover letter:
- Addresses the customer by name and company
- References the quotation number and total amount
- Highlights the key products or services offered
- Acknowledges past orders for repeat customers
- Clear call to action (confirm the quote / contact us)
- Length: 150–250 words
Product Descriptions
Rewrites each product line description with benefit-focused, persuasive text:
- Tailored to the customer's sector and context
- Matches the selected tone (formal / friendly / technical / persuasive)
- Applied directly to the quotation lines with one click
Upsell Suggestions
Analyzes what the customer is buying and their order history, then suggests 3–5 complementary products or services:
- Each suggestion includes a reason and urgency level (high / medium / low)
- Based on actual products and history, not generic recommendations
- Saved to the quotation for salesperson reference
Multi-language Support
Output language is automatically detected from the customer's Odoo language setting. Supported: Italian, English, French, Arabic, German, Spanish, and more.
Configuration
Go to :menuselection:`Settings --> AI Sales Assistant` to configure:
AI Provider
Choose between:
- Claude (Anthropic) — Recommended. Fast, accurate, and cost-effective. Get your API key at https://console.anthropic.com
- GPT-4o (OpenAI) — Alternative provider. Get your API key at https://platform.openai.com
Available Claude models:
- claude-sonnet-4-5 — Recommended (fast, low cost)
- claude-opus-4-5 — Most powerful (higher cost)
Default Tone
Pre-select the tone used in the wizard:
- Formal / Professional
- Friendly / Warm
- Technical / Detailed
- Persuasive / Sales-focused
Past Orders in Context
How many previous confirmed orders to include in the AI context (default: 5). More history = more personalized output, but slightly higher API cost.
Custom System Prompt
Override the built-in AI instructions with your own text. Leave empty to use the default prompt.
Usage
- Open a quotation in Sales → Quotations
- Click the AI Assistant button (visible in draft and sent states)
- Select what to generate: Cover Letter, Product Descriptions, or Upsell Suggestions
- Choose the tone
- Click Generate with AI
- Review the generated content
- Click Save to Quotation to apply it
The generated content is stored on the quotation and visible in the AI Output tab.
Technical Notes
- No extra Python packages required — uses stdlib urllib for API calls
- API timeout: 60 seconds
- Only the prompt text is sent to the AI API — no other Odoo data is transmitted
- Compatible with multi-company and multi-language setups
- Community Edition and Enterprise Edition compatible
API Costs
Each generation uses approximately 800–1,500 tokens.
With Claude Sonnet (claude-sonnet-4-5):
- Cover letter: approx. €0.003 per generation
- Product descriptions (5 products): approx. €0.005 per generation
- Upsell suggestions: approx. €0.002 per generation
You use your own API key — no hidden fees in this module.
Support
90 days of bug-fix support included.
Contact: ratib2@gmail.com
For feature requests and bug reports, please include:
- Odoo version
- Module version
- Error message or traceback (if applicable)
- Steps to reproduce
Changelog
17.0.1.0.0 (2025-04-30)
- Initial release
- Support for Claude (Anthropic) and OpenAI GPT-4o
- Three generation modes: Cover Letter, Product Descriptions, Upsell Suggestions
- Multi-language output
- Configurable tone, model, history depth
- Custom system prompt override
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). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software 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, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
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