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AI Odoo Agent | Odoo Chatbot | AI Bot | AI Analysis

by
Odoo

$ 600.00

v 18.0 Third Party
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Invoicing (account)
• Discuss (mail)
• Inventory (stock)
Community Apps Dependencies
Lines of code 5272
Technical Name odoo_agent
LicenseOPL-1
Websitehttps://geotechnosoft.com
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Invoicing (account)
• Discuss (mail)
• Inventory (stock)
Community Apps Dependencies
Lines of code 5272
Technical Name odoo_agent
LicenseOPL-1
Websitehttps://geotechnosoft.com
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Geotechnosoft All Apps
Community Enterprise
Ask your query and AI Agent will respond to you with data and Graph

This Module allows to Generate Realtime Data Through AI Chat Bot .

Odoo Ask Agent – Smart Data Extraction:



  • Ask your queries in natual language, it will understand and respond with the data
  • It will give you the analytics in realtime
  • Can be trained for the custom modules
  • It considers the access rights of the User
  • It responds based on the allowed modules data and answers based on the allowed companies only
  • It can create contacts and Sales orders by just asking it
  • It supports voice mode, Just ask through your voice and it will answer your query

We Ensure you WIN and Manage Well





Configuration:

1. The User has to go the Odoo Dashboard >Click on Settings to Navigate to Setting page

2. The Page will be navigating the setting > General Setting Screen> Click on Manage Users.

Steps: 

3. The page will be navigated to Users Dashboard view. The user will select the User Name for enabling the configuration settings.

4. The Screen is navigated to the Main User details screen and the user will be selecting Other > Chat Agent field: Chat Agent User or Chat Agent Admin from the dropdown list. The function of Chat agent user is that he will have only chatting rights only. And the function of the Chat agent admin will have access for setting the configuration page and also have the rights to chat

5. Chat Agent Module: The User has to Navigate to the Odoo Dashboard > Click on Chat Module.

6.The Page will be navigating to the LL Configuration Page Dashboard. The User will click on the New button to configure the LL Configuration.

7. LLM configuration Example is show below:

a. Name: Define the Name for Configuration

b. LLM Provider: In the dropdown list you can two provider one is Open AI and other is Gemini. Based on the Selection on LLM Provider, the details are updated in the Model Name.

c. Model Name: Based on the Selection of LM provider, Model name is to be define (Open AI or Gemini)

d. Temperature: This is fixed ratio (keep it as it is)

e. Based on LM provider Selected, The API key is to entered in this field

f. System Prompt: Leave as it is.

Step 2: Workflow Process:

1. Go to Odoo Dashboard > Click on Ask Agent Button for Chatting: This is button will be displayed based on the access rights set in the user access.

Steps:

2. The Chat Page opens up for chatting. The User can start Chat by Click on the Mic icon in the chat tab. Once it is enabled the Mic icon will appear in the Browser part of Recording the voice and chat with bot and automatically stop voice chat, when the voice single stops:

3. Click on the New Button, the new chat: the Chart screen will be refreshed and will show for new chat process for the user. The user will type the Required details in the chat. for example, in the below screenshot: We have typed the request for Account receivable report for this month and the chat will shows thinking and the final data is fetched and displayed in the chat

Screenshot No: 1: Click on New Button

Screenshot No:2 : Question Asked: Account receivable Report for this month

/Go to Odoo Dashboard /div>

Screenshot No:3: Question asked :Invoice details of May Month

Screenshot No:4: Question Asked : Profit and Loss report for this year

Screenshot No:5: Question Asked : Balance Sheet for Current Year

Screenshot No:6: Question Asked : Open all the Purchase order for Feburary Month

4. Print the Report fetched in the chat: The user will be clicking the Print icon in the top grid. To print the Fetched data. see example screenshot No-1 and No-2

Screenshot No:1

Screenshot No:2: Exported Report in the PDF.

Steps: 

5. Hide the Side panel bar in the Chat: The user can click on the Two icons where once clicked the side panel bar gets hided. Please refer the screenshot No-1 and 2

Screenshot No:1

Screenshot No:2: The Side panel bar is hided.

6. How to Delete the Chat message: The use has to select the chat message which is displayed in the chat browser side panel bar. and click on the message, you will get a pop screen for confirm the delete or cancel process. The user will click on Yes, Delete button, to delete the message. Please refer the screenshot No.1

Screenshot No:1 : Delete the chat Message

7. Maximize and Minimize the Chat Screen: The user has to click on the Arrow icon in the top right-side panel. the Screen gets changed or minimize and once again when we click it will maximize

Screenshot No:1 : Maximize the Chat Screen

Steps: 

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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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