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OE Service: Customer Health Monitor

by
Odoo

$ 28.46

v 18.0 Third Party
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • CRM (crm)
• Discuss (mail)
• Invoicing (account)
• Calendar (calendar)
• Contacts (contacts)
Community Apps Dependencies
Lines of code 3348
Technical Name oe_customer_health_monitor
LicenseOPL-1
Websitehttps://odooengineering.com
Versions 12.0 13.0 14.0 15.0 16.0 17.0 18.0 19.0
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • CRM (crm)
• Discuss (mail)
• Invoicing (account)
• Calendar (calendar)
• Contacts (contacts)
Community Apps Dependencies
Lines of code 3348
Technical Name oe_customer_health_monitor
LicenseOPL-1
Websitehttps://odooengineering.com
Versions 12.0 13.0 14.0 15.0 16.0 17.0 18.0 19.0
Keywords: customer health, churn prevention, success playbooks, retention analytics, AI customer intelligence, engagement scoring, oe_customer_health_monitor, Odoo Engineering
Odoo Engineering

Customer Health Monitor

Predict churn, prioritize outreach, and arm your customer success team with AI-powered retention playbooks directly inside Odoo.

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Enhanced Features in This Version

Professional Capabilities for Your Business

AI-driven customer health scores and churn probability with configurable thresholds

Visual dashboard (graph + pivot) with at-risk filters and trend analysis

Smart health status badge with one-click history access on partner forms

Configurable scoring weights, thresholds, and AI prompts per company

Automated daily cron with batch and pending-job limits for portfolio-wide scoring

Email alerts to account managers on critical or churned status changes

Bulk recompute wizard for fast portfolio-wide health updates

Immutable health history model with token accounting and audit trail

Clickable health badge widget with custom styling and retention playbooks

20+ language translations and professional support

What's Included

Core Features

  • Customer extensions with health, engagement, and AI metadata
  • AI job orchestration for customer-specific analysis runs
  • Immutable health history model with token accounting

Additional Components

  • Configurable prompts, thresholds, and cron controls
  • Dedicated menu items for configuration and history review
  • Clickable health badge widget with custom styling

Global Language Support (20+)

Available in 20+ languages: es_ES, fr_FR, it_IT, pt_BR, nl_NL, da_DK, de_DE, pl_PL, ar_001, zh_CN, ru_RU, ja_JP, tr_TR, id_ID, th_TH, vi_VN, ko_KR, pt_PT, sv_SE, cs_CZ.

How to Use This Module

Step-by-Step Instructions to Get Started

Installation & Setup

  1. Install the module: Go to Apps -> Search for "oe_customer_health_monitor" -> Click Install.
  2. Configure permissions: Navigate to Settings -> Users & Companies -> Assign the Customer Health access groups.
  3. Initial configuration: Visit Customer Health -> Configuration to select an AI provider, score thresholds, and automation cadence.

Basic Usage

  1. Creating records: Open any customer record and use the AI Analysis button to launch an immediate health evaluation.
  2. Managing data: Update tracked financial and engagement fields; the module queues a new analysis automatically when thresholds change.
  3. Using key features: Click the health badge to view positive factors, risk drivers, and retention playbooks tailored to that account.
  4. Generating reports: Navigate to Customer Health -> Health History to filter, group, and export historical snapshots for leadership reviews.

Tips & Best Practices

  • Run the scheduled job after go-live to normalize scores across all active customers.
  • Mention account managers in chatter when critical or churned statuses appear to keep everyone aligned.
  • Tune threshold values quarterly so your health bands match current retention goals.
  • Combine with sales pipelines and subscription dashboards to correlate revenue impact.

Important Notes

oe_customer_health_monitor relies on the oe_ai_job_base framework for queue management. Ensure AI provider credentials are configured and that outgoing HTTPS traffic is permitted for your selected LLM endpoints.

Frequently Asked Questions

Q: Which Odoo versions does oe_customer_health_monitor support?

A: The module is designed for Odoo 12 through 19 (Community and Enterprise). It depends on base, sale, crm, account, mail, and oe_ai_job_base.

Q: Do we need additional setup after installation?

A: Configure at least one AI provider and adjust score thresholds per company. Set cron cadence and tracked fields to align with your data refresh schedule.

Q: Can we customize the AI prompts and notifications?

A: Absolutely. Each company record has editable prompts, system messages, thresholds, and notification policies so you can tailor outputs to your tone of voice.

Launch Demo Instance

Explore Customer Health Monitor in a live environment

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Proudly American-Owned & Operated

Built for American Businesses First

At Odoo Engineering, we understand the unique needs of American businesses. Our modules are designed with clear, English-first terminology and workflows that align with US business practices, while maintaining universal accessibility for companies worldwide.

Why Choose Odoo Engineering

Professional Excellence Enterprise-grade modules built to the highest standards 90-Day Warranty Full support and bug fixes guaranteed Clear Documentation English-first terminology that everyone understands
US Business Hours Support when American businesses need it most Clean Code Well-documented, easily extensible modules Expert Team Dedicated professionals focused on your success

Quality Odoo modules that are easily extended at reasonable prices – that's the Odoo Engineering promise.

Complete AI Business Intelligence Suite

Powered by our open-sourced oe_ai_job_base framework - Build or Buy AI Extensions

This module is part of our AI Business Intelligence ecosystem. Purchase individual modules or contact us for custom AI solutions built on this proven framework.

Data Cleaner

Auto-fixes addresses, names, phones with smart AI rules

Message Analysis

Sentiment, urgency, and topic extraction for partners

Advanced Search

Natural language queries across your database

QuickBooks Bridge

AI-guided sync with QuickBooks Online

Want something custom? We build AI integrations tailored to your business.

Support & Services

Get Help

Need assistance? Our support team is here to help with installation, configuration, and troubleshooting.

Contact Support

Custom Development

Looking for custom features or integrations? We offer professional Odoo development services.

Request Quote

Ready to Get Started?

Install Customer Health Monitor today and experience the difference quality makes.

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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).

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