What to Install

This is the main entry point for AI chat features in Odoo.

Basic AI Chat Setup:

odoo-bin -d your_db -i llm_assistant,llm_openai

Auto-Installed Dependencies

These are pulled in automatically:

• llm (core infrastructure)
• llm_tool (function calling)
• llm_thread (chat interface)
• mail (Odoo messaging)

Choose a Provider

Common Setups

Core Capabilities

• AI Assistant Configuration - Define specialized AI personas with specific roles
• Integrated Prompt Management - Consolidated prompt template system
• Template Testing - Built-in testing wizard for prompt validation
• Context Orchestration - Intelligent mapping between Odoo data and AI inputs
• Tool Management - Configure available tools and their usage patterns

Consolidated Architecture

• Prompt templates integrated into assistant management
• Enhanced testing wizard with context simulation
• Streamlined UI with unified assistant and prompt selection
• Auto-argument detection for template variables
• Schema synchronization between templates and forms

Assistant Types

assistant = env['llm.assistant'].create({
    'name': 'Customer Support Bot',
    'role': 'Customer Service Representative',
    'goal': 'Provide helpful and accurate customer support',
    'background': 'Expert in our products with access to CRM data',
    'instructions': '''
        - Always be polite and professional
        - Use customer history for personalized responses
        - Escalate complex issues to human agents
    ''',
    'tool_ids': [(6, 0, [crm_tool.id, knowledge_tool.id])]
})

assistant = env['llm.assistant'].create({
    'name': 'Marketing Content Creator',
    'role': 'Marketing Specialist',
    'goal': 'Create compelling marketing content',
    'prompt_id': marketing_template.id,
})

Template Management

prompt = env['llm.prompt'].create({
    'name': 'Sales Email Generator',
    'template': '''
Generate a personalized sales email for {{customer_name}}
regarding {{product_name}}.

Customer Context:
- Company: {{customer_company}}
- Industry: {{industry}}

Email should be {{tone}} and focus on {{key_benefits}}.
    ''',
    'format': 'text',
})

# Arguments automatically detected
prompt.auto_detect_arguments()

Testing & Validation

wizard = env['llm.assistant.test.wizard'].create({
    'assistant_id': assistant.id,
    'test_context': {
        'customer_name': 'John Smith',
        'product_name': 'Enterprise Software'
    }
})

Basic Setup

1. Set up AI Provider:

   Navigate to LLM → Configuration → Providers:

   • Create a new provider with your API credentials
   • Click Fetch Models to import available models

2. Create AI Assistants:

   Go to LLM → Configuration → Assistants:

   • Configure assistants with specific roles
   • Assign prompt templates and available tools

3. Start Chatting:

   Navigate to LLM → Chat to start conversations

Assistant Methods

# Get system prompt with context
system_prompt = assistant.get_system_prompt(context={
    'customer_name': 'John Doe'
})

# Prepare conversation context
context = assistant.prepare_context(
    record=sale_order,
    user_input="Tell me about pricing"
)

# Get available tools
tools = assistant.get_available_tools()

Module Information

• Name: LLM Assistant
• Version: 18.0.1.5.0
• Category: Productivity
• License: LGPL-3
• Dependencies: llm, mail
• Author: Apexive Solutions LLC

Key Models

• ``llm.assistant``: Main assistant configuration
• ``llm.prompt``: Integrated prompt template management
• ``llm.prompt.category``: Template categorization
• ``llm.assistant.test.wizard``: Testing and validation