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  1. APPS
  2. CRM
  3. AI Sales Advisor — Intelligence & Analytics v 17.0
  4. Sales Conditions FAQ

AI Sales Advisor — Intelligence & Analytics

by Zylentor ERP Solutions https://zylentorerp.com
Odoo

$ 29.70

v 17.0 Third Party
Apps purchases are linked to your Odoo account, please sign in or sign up first.
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Contacts (contacts)
• Discuss (mail)
• Invoicing (account)
• Sales (sale_management)
Lines of code 2915
Technical Name zyl_ai_sales_advisor
LicenseOPL-1
Websitehttps://zylentorerp.com
Versions 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 • Contacts (contacts)
• Discuss (mail)
• Invoicing (account)
• Sales (sale_management)
Lines of code 2915
Technical Name zyl_ai_sales_advisor
LicenseOPL-1
Websitehttps://zylentorerp.com
Versions 16.0 17.0 18.0 19.0
  • Description
  • License
AI Sales Advisor — Zylentor ERP Solutions
ODOO 19 COMMUNITY

AI Sales Advisor — Intelligence & Analytics

AI-powered sales advisor with smart chat, seasonal heatmap analysis, top-product insights, revenue forecasting & live dashboards — all inside Odoo 17 Community.

Google Gemini 2.5 OpenAI GPT-4o Anthropic Claude Live Dashboard Seasonal Heatmap No Enterprise Needed

Key Features

Everything your sales team needs — no external BI tool required

AI CHAT

AI Sales Chat

Ask plain-English questions about revenue, products, customers, or trends
Live sales data sent as context with every message
Resizable side panel — drag to set preferred width
DASHBOARD

Live Dashboard

Revenue, Orders, Avg Order Value, Growth, Unique Customers KPI cards
Period pills: MTD · 30D · 90D · 6M · 1Y · YTD — auto-reload all charts
Top Products bar, Monthly Trend line, Category doughnut charts
SEASONAL

Seasonal Intelligence

Color-coded Product × Season heatmap table
Best Season and Worst Season auto-calculated per product
Grouped bar chart for Spring / Summer / Autumn / Winter
INSIGHTS

AI-Generated Insights

5 insight types: Overview, Top Product, Seasonal, Forecast, Recommendations
Weekly scheduled generation or on-demand
Rich HTML output with Draft → Published → Archived workflow
HISTORY

Chat Session History

Full conversation transcripts saved per session
Token counts and per-message feedback ratings
Searchable, archivable, and exportable
CONFIG

Flexible Configuration

Switch AI provider, model tier, temperature, token limit
Gemini 2.5 Flash, GPT-4o, Claude 3.5 — single config screen
Custom AI instructions for business-specific focus

Live Dashboard — KPIs & Revenue Charts

Real-time sales data with one-click period switching and drill-down navigation

AI Sales Advisor Main Dashboard
5 Live KPI Cards
Revenue · Orders · Avg Order Value · Growth · Unique Customers — each clickable to drill into filtered Sale Orders
Period Preset Pills
MTD · 30D · 90D · 6M · 1Y · YTD — tap any pill and all charts + KPIs reload instantly
4 Chart Types
Top Products (bar) · Monthly Trend (line) · Revenue by Category (doughnut) · Seasonal (grouped bar)

Seasonal Heatmap & AI Insight Cards

Know exactly when each product peaks — Spring, Summer, Autumn, or Winter

Seasonal Heatmap and AI Insight Cards
Color-Coded Heatmap
Product × Season table with green-to-red intensity. Best Season and Worst Season columns auto-calculated. E.g. CRM Suite License peaks in Winter ($241.7K).
Insight Cards Strip
AI-generated insight cards appear below — Sales Overview · General · Forecast · Recommendation · Seasonal — with date range and one-click to open the full report.

Insight Detail — Rich AI Analysis Report

Every generated insight opens as a structured analyst report — not bullet spam

AI Insight Detail View
Structured Sections
Executive Summary, Revenue & Growth, Top Products — with real figures from your data
Raw Data Tab
Collapsible JSON view of exact data sent to the AI — full transparency and auditability
Approval Workflow
Draft → Published → Archived — control what your team sees before sharing

Configuration — AI Provider & Model Selection

Switch providers, pick models, tune quality — from a single screen

AI Configuration Screen
Provider & Model
Google Gemini · OpenAI · Anthropic — model dropdown includes Gemini 2.5 Flash (free tier) to Pro Preview
Response Settings
Max Tokens · Temperature · Chat History Depth — fine-tune response quality and speed
Automation
Auto-Generate Weekly Insights toggle · Email Insights to Sales Manager · Custom AI Instructions

Chat Sessions — Full Conversation Transcripts

Every AI conversation saved automatically — searchable and reviewable anytime

Chat Sessions Transcript View
Full Transcript View
Time · Role (User / AI Advisor) · Full message text · Token count · Star rating per message — complete audit trail of every Q&A
Session Metadata
Title · Started By · Start time · Total Tokens Used · Message Count — Active → Archived workflow with Open Dashboard button

AI Chat Panel — Side-by-Side with Your Dashboard

Ask questions while your live charts remain visible — drag to resize the panel

AI Chat Panel alongside Dashboard
Drag-to-Resize
Pull the left edge to set your preferred panel width — from 280px compact to 90% of screen
Context-Aware
Your live sales data is loaded automatically before the first message — no manual copy-paste
Focused Advisor
Off-topic questions redirected — "AI is restricted to sales-related queries only"

5 Types of AI-Generated Intelligence

Generated weekly by a scheduled job — or on-demand with one click

Sales Overview

Comprehensive narrative — revenue, orders, growth, strategic context

Top Product Analysis

Revenue drivers, segments served, cross-sell opportunities

Seasonal Intelligence

Peak/trough analysis with inventory and promo recommendations

Revenue Forecast

Forward projections based on trends and seasonal patterns

Recommendations

Prioritized growth strategies tailored to your actual data

Technical Highlights

Zero extra Python dependencies — runs inside your existing Odoo 17 instance

OWL 2 Frontend
Odoo's native reactive UI — no extra JS bundles required
Canvas Charts
Pure HTML5 Canvas — bar, line, doughnut, grouped bar — no Chart.js dependency
Multi-AI Provider
Gemini 2.5, GPT-4o, Claude 3.5 — plug in your key and go
Secure by Default
Odoo session auth on all routes. CSRF protection on every write endpoint
Odoo Community Only
No Enterprise license required — works on standard Odoo 17 Community
MutationObserver Navbar
Branded blue navbar activates only within the module — auto-reverts on app switch

Get Started in 3 Steps

Up and running in minutes — no complex setup required

1
Install the Module
Go to Apps → AI Sales Advisor in your Odoo 17 instance and click Install.
2
Add Your AI API Key
Open AI Sales Advisor → Configuration → AI Settings. Enter your Google Gemini, OpenAI, or Anthropic API key. Select model and response preferences.
3
Open the Dashboard
KPIs, charts, Seasonal Heatmap, AI Chat, and Insight generation are immediately active with your live Odoo sales data.

Changelog

v17.0.1.1.0 — Latest Release

v1.1.0 Period preset filters — MTD, 30D, 90D, 6M, 1Y, YTD pills with instant full-dashboard reload
v1.1.0 Seasonal Heatmap — Color-coded Product × Season table with Best/Worst Season columns
v1.1.0 Resizable chat panel — Drag the left edge to your preferred width; persists per session
v1.1.0 Chat Session history — Full transcripts with token counts and per-message feedback ratings
v1.1.0 Branded navbar — Blue gradient navbar inside the module; auto-reverts on app switch
v1.1.0 Rich insight form — AI Analysis tab, Raw Data tab, Draft → Published → Archived workflow

Need Help or Have Questions?

We are here to help with setup, customizations, and ongoing support.

supportzylentorerpsolution@gmail.com zylentorerp.com

Zylentor ERP Solutions  Â·  AI Sales Advisor v17.0.1.1.0  Â·  License: OPL-1  Â·  Copyright © 2024–2026

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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