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  1. APPS
  2. Productivity
  3. AI Agent v 18.0
  4. Sales Conditions FAQ

AI Agent

by Mayur Ratadiya https://www.odoo.com
Odoo

$ 99.09

v 18.0 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 Discuss (mail)
Lines of code 2343
Technical Name odoo_ai_agent_v18
LicenseOPL-1
Websitehttps://www.odoo.com
You bought this module and need support? Click here!
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Discuss (mail)
Lines of code 2343
Technical Name odoo_ai_agent_v18
LicenseOPL-1
Websitehttps://www.odoo.com
  • Description
  • License

Odoo 18  ·  Productivity Module

Your AI-powered
Odoo Assistant

Type what you need in plain language — the agent reads your data, creates records, confirms orders, and navigates Odoo for you. All from one chat window. All within your existing permissions.

Odoo 18 Community & Enterprise Claude · Gemini · OpenAI Permission-aware security No coding required

— Features

Everything you need, in one chat

Instead of clicking through menus, simply describe what you want. The agent understands your request, works through your Odoo data, and completes the task — asking for confirmation before any changes.

Find any data instantly

Ask about invoices, orders, stock, customers, employees — anything across your Odoo database.

Create records by typing

Create customers, quotations, leads, purchase orders and more without opening any form.

Run business operations

Confirm sales orders, post invoices, validate deliveries — all through natural language.

Navigate Odoo for you

Ask the agent to open any screen, list, or record — it takes you straight there instantly.

Fully permission-aware

The agent only accesses data you are allowed to see. Your Odoo access rights are always respected.

Saved conversation history

Every conversation is saved per user and can be resumed at any time from where you left off.

— In Practice

What can you ask?

Here are real examples you can type directly into the chat window:

Search

“Show me all unpaid invoices from this month”

Search

“Who are our top 5 customers by revenue this year?”

Search

“What is the current stock of product SKU-001?”

Create

“Create a new customer: ABC Pvt Ltd, email info@abc.com, city Mumbai”

Create

“Create a quotation for XYZ Ltd for 10 units of Product A at Rs. 500 each”

Operate

“Confirm sales order SO/2025/0042”

Operate

“Send payment reminders to all overdue customers”

Navigate

“Open the invoices list”

— Screenshots

The chat window — always accessible

Click the AI Agent button in the top navigation bar from any Odoo screen.

AI Agent chat window inside Odoo

AI Agent chat panel — accessible from any page in Odoo

Create records through conversation

Type your request and the agent handles the form — no clicking required.

Creating a record via AI chat

Creating a new records entirely through a chat message

Full transparency on every action

The agent tells you what it is about to do before doing it. Expand the actions log to see every step it took.

Actions log showing what the agent did

Expandable actions log — complete transparency at every step

— Getting Started

Installation in 3 steps

Up and running in under five minutes — no coding required.

1

Install the module

Copy the odoo_ai_agent folder into your addons directory, restart Odoo, go to Settings → Apps → Update Apps List, search for AI Agent and click Install.

2

Add your API key

Go to AI Agent → Configuration → Agent Settings, click New, enter your API key from Anthropic, Google, or OpenAI, then click Test API Connection and Set as Active Agent.

3

Assign users

Go to Settings → Users, open each user, and set AI Agent to User or Manager in the Productivity section.

Python dependencies required. Run pip install openai google-genai on your server before installing. Odoo.sh users: add these to your repository’s requirements.txt file.

Easy configuration

Paste your API key, pick a model, and activate. That is all it takes.

AI Agent configuration screen

The configuration screen — one place to manage all AI providers

— Access Control

Two user roles

Assign roles from Settings → Users under the Productivity section. Users without a role cannot see the AI Agent button.

User

✓Access the AI chat from any screen

✓Query and modify their permitted Odoo data

✓View their own conversation history

Manager

✓Everything a User can do

✓Access configuration settings

✓View all users’ conversations

✓Manage blocked models & permissions

Users with no role assigned will not see the AI Agent button at all and cannot interact with the agent in any way.

— Security

Fine-grained permission controls

Administrators can precisely control what the agent is allowed to do from the configuration settings panel.

Setting What it controls
Allow Create RecordsWhether the agent can create new records such as customers, orders, and leads.
Allow Update RecordsWhether the agent can modify existing records in the system.
Allow Delete RecordsWhether the agent can permanently delete records. Disabled by default.
Allow Business MethodsWhether the agent can confirm orders, post invoices, validate deliveries, etc.
Require ConfirmationAgent announces what it will do before doing it. Strongly recommended to keep On.
Restrict to Own RecordsUsers can only query and modify records assigned to themselves.
Blocked ModelsA list of Odoo data areas the agent can never access, regardless of user permissions.
The agent always runs as the logged-in user. It can never access more data than that user’s Odoo groups permit — the AI layer adds absolutely no new privileges.

— AI Providers

Works with three AI providers

All models are pre-configured and ready to select. We recommend Anthropic Claude Sonnet for the best balance of speed and capability.

Anthropic Claude

Claude Sonnet 4.5 Recommended
Claude Opus 4.5 Most powerful
Claude Haiku 4.5

Google Gemini

Gemini 2.5 Pro Most capable
Gemini 2.5 Flash Fast everyday
2.5 Flash Lite Lowest cost

OpenAI

GPT-5 Most capable
GPT-5 Mini Balanced
GPT-5 Nano Lightest
API costs are charged directly by the provider based on your usage. This module does not charge per message. Visit your provider’s pricing page for current rates.

— Help

Common questions

The chat button is not visible for a user. What should I do? →
Go to Settings → Users, open the user, find the Productivity section and set AI Agent to “User” or “Manager”. Save and ask the user to refresh their browser.
What if I ask the agent to do something I don’t have access to? →
The agent will clearly tell you it does not have permission and explain why. It never bypasses Odoo access rights under any circumstances.
Can the agent access other companies in a multi-company setup? →
No. The agent respects Odoo’s multi-company rules and only sees records in your currently active company.
Is my data sent to the AI provider? →
Your message and the relevant Odoo data retrieved are sent to your chosen AI provider (Anthropic, Google, or OpenAI) to generate the response. No data is sent to the module developer. Please review your provider’s privacy policy.
Can the agent delete records? →
Only if Allow Delete Records is explicitly enabled in configuration. It is disabled by default. Even when enabled, the agent always confirms before deleting.
How do I switch from Claude to Gemini? →
Go to AI Agent → Configuration → Agent Settings, open the Gemini configuration and click Set as Active Agent. Only one agent can be active at a time — the previous one deactivates automatically.

— Best Practices

Tips for the best results

1

Be specific

Instead of “show orders”, try “show confirmed sales orders from this month above Rs. 10,000”. More detail gets better results.

2

Name records when you know them

“Confirm SO/2025/0042” is faster and more reliable than “confirm the order for ABC Ltd”.

3

Chain requests in one conversation

The agent remembers context. After “show all overdue invoices”, follow up with “now send reminders to all of them.”

4

Review before confirming

The agent always tells you what it plans to do. If it describes the wrong action, just say “no, cancel” or rephrase your request.

5

Use it for summaries and reports

Try “give me a summary of this month’s sales by salesperson” or “which products are running low on stock?”

AI Agent for Odoo 18  ·  Version 1.0.1  ·  Author: Mayur Ratadiya  ·  License: OPL-1

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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