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Sales AI Assistant

by
Odoo

$ 115.06

v 18.0 Third Party
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Discuss (mail)
• Inventory (stock)
• Sales (sale_management)
• Invoicing (account)
Lines of code 403
Technical Name bd_sales_ai_assistant
LicenseLGPL-3
Websitehttps://beyondatagroup.com/
You bought this module and need support? Click here!
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Discuss (mail)
• Inventory (stock)
• Sales (sale_management)
• Invoicing (account)
Lines of code 403
Technical Name bd_sales_ai_assistant
LicenseLGPL-3
Websitehttps://beyondatagroup.com/


Overview

Sales AI Assistant

    Introducing the Sales AI Assistant by Beyondata - a smart assistant seamlessly integrated with the Sales environment. This intelligent AI tool is transforming how you interact with sales data by eliminating the need for traditional reporting methods.


    With built-in AI capabilities, the Sales AI Assistant understands your natural language queries and delivers real-time, context-aware responses. Simply type your questions and get the exact sales data you need, instantly. Its reporting was effortless, smart, and conversational.


    No technical skills needed.


KEY HIGHLIGHTS

NLI

Natural Language Interaction

Interact using everyday language – no need to learn system codes or technical jargon.

Structured

Structured and Readable Results

Get easy-to-understand responses neatly arranged in tables – perfect for reviewing and acting on sales data.

Live Data Access

Live Data Access

The bot pulls real-time information from your Odoo Sales records, so you always have the most current insights at your fingertips.

Custom Query Filters

Custom Query Filters

Narrow down results by date, customer, product, quantity, or other conditions – just by asking.

Smart Table Responses

Smart Table Responses

The bot automatically formats answers in a clean, tabular view for quick analysis...

Multilingual Support

Multilingual Support

Understand and respond in multiple languages – ideal for multilingual teams or global clients.

Fully Synced

Fully Synced with Odoo Sales Module

Built on OpenAI and seamlessly connected to your Odoo environment – it turns queries into real results.

Voice Message Detection

Voice Message Detection

Speak your queries and get instant replies — ideal for busy sales reps on the go.

SCREENSHOT

Sales AI Assistant

Configuration

Install the Module

  • Go to the Odoo Apps menu.

    • Search for “Sales AI Assistant” by Beyondata Solutions.

    Click the Active button to begin the installation process.

    Configure OpenAI Integration

  • Go to Settings → Open AI Configuration.

  • Enter your OpenAI API Key to enable natural language processing.

  • Note: Kindly follow the video below to generate the Open API Key. ▶Youtube
  • Select OpenAI Chat Model GPT 3.5 Turbo or GPT-4o
    • Pricing for OpenAI Chat Model GPT-4.1 Turbo per token
    COPY LINK

    https://platform.openai.com/docs/models/gpt-4.1

    Pricing for OpenAI Chat Model GPT-4o Turbo per token
    COPY LINK

    https://platform.openai.com/docs/models/gpt-4o


    Activate and Use the Sales AI Assistant

  • Open the Discuss Module.
  • Click on Sales AI Assistant from the Channels.

    • Begin interacting using plain English. Example queries:

    1. "Show all quotations for this week"
    2. "List top 5 customers by sales value this month"
    3. "What is the delivery status of SO025?"
    Effortless User Adoption

    Effortless User Adoption

    Designed with a conversational interface that requires no technical training or onboarding.

    Enhances Operational Efficiency

    Enhances Operational Efficiency

    Speeds up decision-making by providing timely and accurate responses within the Odoo Sales environment.

    Enables Self-Service Access

    Enables Self-Service Access

    Empowers business users to independently access critical sales information without IT intervention.

    Accelerated Data Retrieval

    Accelerated Data Retrieval

    Eliminates the need for manual filtering and custom report creation, delivering instant, actionable insights.

    Streamlined System Interaction

    Streamlined System Interaction

    Reduces time spent navigating complex menus by offering direct answers through a single query window.

    Optimized Team Productivity

    Optimized Team Productivity

    Frees up technical resources by minimizing routine data requests and enabling focus on higher-value tasks.

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    We provide 45 days bug-free support related to our module.

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    The support team is available from Monday to Friday, 10:00 AM to 07:00 PM (IST).

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    To create a ticket, send email to info@beyondatagroup.com.

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    To contact us for a live demo or support, email info@beyondatagroup.com.

    Need Help ?

    You can instantly find the answer you need here when you're looking for a quick solution.

    It’s a conversational assistant built into the Odoo Sales module that lets users retrieve data by asking questions in natural language - no technical skills needed.

    This version supports only the Sales module. Integration with other modules is available in another app.

    There’s no limit from Odoo, but your OpenAI usage plan may have daily or monthly limits.

    Only the query text is sent to OpenAI. All business data remains securely within your Odoo system.

    You can get your OpenAI API Key by visiting https://platform.openai.com/account/api-keys and logging in to your OpenAI account. From there, you can generate and copy your API key.

    In Odoo, go to Settings → OpenAI Configuration and paste your API key into the provided field.
    For detailed steps, you can refer to this video tutorial: https://platform.openai.com/account/api-keys

    Yes - tabulate ,openai==0.28


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