| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
Discuss (mail)
|
| Lines of code | 2786 |
| Technical Name |
ad_ai_chatbot_assistant |
| License | LGPL-3 |
| Website | https://adreaminnovations.odoo.com |
AI Chatbot Assistant
Speak directly to your ERP. Query database records, draft transactions, process uploaded documents, and build data charts instantly from a global sidebar powered by the Gemini API.
Speed up daily data entry and search operations
Finding information or creating new transactions in Odoo usually requires navigating through several menus, searching for database IDs, and copying data manually. This takes time, especially for new team members who are still learning the layout of different modules.
This module adds a persistent sidebar to Odoo where users can communicate with the system in plain English. The assistant translates text commands into ERP actions such as searching contacts, drafting sales orders, or checking inventory details without requiring manual navigation.
The system matches natural language names directly to customer and product records, formats the results, and writes the data to Odoo's backend safely.
Common Conversational Actions
- Order Drafting: "Create a sales order for client John Doe with 10 units of Product A."
- Information Retrieval: "List all active contacts from London with emails."
- Reporting: "Show monthly sales total grouped by salesperson."
- Data Imports: Upload list files to parse and populate product categories or contact directories.
Main Module Features
A general-purpose assistant that executes database queries, creates transactions, and reads data safely using standard Odoo validation constraints.
Automated Data Entry
Resolves relational database fields (Many2one/One2many) to internal IDs. It validates mandatory fields and drafts Odoo records directly.
Data Visualizations
Automatically builds bar charts, line charts, pie charts, KPI cards, and custom data tables right in the sidebar to review trends instantly.
File Ingestion & Mapping
Reads uploaded CSV, TXT, or PDF files. The module parses contents, maps columns to Odoo schema targets, and imports records in bulk.
Odoo Security Rules
Respects native ERP security. The assistant calls standard ORM methods under check_access, ensuring users only access permitted tables.
Audit Log Tracking
Stores database operation paths, query details, used domain filters, values lists, and execution success parameters for validation and audit.
Autonomous Mode
When enabled, lets the AI automatically register missing parent files (like new contact partners or product categories) during data updates.
Core Integration Details
The backend runs safe validation steps to make sure all AI commands match Odoo's business rules:
- Database Savepoints: Every database write is run inside isolated savepoint wrapper blocks. If an import fails, Odoo rolls back the changes automatically to avoid data corruption.
- Dynamic Validation: Reads metadata from active Odoo models to identify missing mandatory fields before initiating creations.
- Name Resolution: Uses name-based database searches to map text parameters to their corresponding Odoo IDs.
Global Settings & Control
Administrators can configure parameters inside Odoo's settings panel:
- Model selection: Toggle between Gemini 2.5 Flash for chat speed, and Gemini 2.5 Pro for detailed document imports.
- System prompt editor: Adjust global parameters and safety constraints for the model.
- Action confirmation: Choose to require a user confirmation step before writes or deletes are executed.
- Logging levels: Track all messages, database operations only, or disable logging to align with privacy rules.
Interface Preview
Admin Settings
Configure API keys, instructions, safety confirmation settings, and logging toggles directly from settings.
Global Sidebar
Access the AI chatbot widget on the side of your Odoo pages to perform quick database updates.
Data Visualization
Aggregated figures are mapped into data tables, key metrics, and charts right in the chat panel.
Quick Setup Guide
1. Install
Add the AI Chatbot Assistant to your standard Odoo addons directory.
2. Add API Key
Enter your Google Gemini API key securely in settings and choose the model.
3. Open Widget
Click the widget icon at the bottom right corner of any page in Odoo.
4. Run Tasks
Type query requests, draft records, upload files, or view aggregated metrics.
Need Odoo customization or integration support?
ADream Innovations provides consulting, design, and engineering services for businesses using Odoo. We assist with custom Odoo Development, Odoo Customization, and full Odoo Implementation setups. We also help build custom API Integrations and eCommerce Integrations to connect Odoo with your existing workflows.
If you need a professional ERP Consulting evaluation of your processes or require Long-Term Odoo Support, contact our team to discuss your project requirements.
Developed by ADream Innovations under standard LGPL-3 licensing. For software updates, bug reports, or consulting inquiries, contact us.
Email: info@adream-innovation.odoo.com
Website: https://adreaminnovations.odoo.com
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