InsightMate – AI Insight Assistant - Talk to Your Data
by Softhealer Technologies https://www.softhealer.com$ 323.85
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
Discuss (mail)
|
| Community Apps Dependencies | Show |
| Lines of code | 5673 |
| Technical Name |
sh_ai_assistance |
| License | OPL-1 |
| Website | https://www.softhealer.com |
| Versions | 18.0 19.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
Discuss (mail)
|
| Community Apps Dependencies | Show |
| Lines of code | 5673 |
| Technical Name |
sh_ai_assistance |
| License | OPL-1 |
| Website | https://www.softhealer.com |
| Versions | 18.0 19.0 |
InsightMate - AI Insight Assistant - Talk to Your Data
Meet AI Assistance - your smart business companion that redefines how you explore, analyze, and understand your data. Just ask in natural language and instantly get data, charts, tables, dashboards, and insights - all powered by intelligent automation. It helps you improve efficiency, enhance service quality, analyze data faster, and streamline your processes effortlessly. Let your data speak back to you with powerful insights and actionable guidance!
Features
Multi-Provider AI Integration
Supports multiple AI providers including OpenAI (ChatGPT) and Google Gemini, configurable from settings.
Smart AI-Powered Interactions
Allows users to search, filter, and analyze records of odoo using conversational language. Enables faster decision-making by understanding intent behind user input.
Natural Language Processing
Enables users to interact with Odoo using plain language, converting queries into actionable insights. Automates text understanding, classification, and data extraction for faster, smarter decision-making.
Smart Access Control
Access rights are managed smartly - only authorized users
or administrators can access configuration and debugging features. Allows admins to enable Debug Mode to view complete details,
as well as technical JSON-level details of AI responses.
Smart Visualization Output
Get answers in the form of charts, tables, or graphs.
Instant Response Engine
Ask questions and receive real-time resultsâno manual searching needed.
Cross-Module Integration
Works seamlessly across Odoo modules like Sales, Purchase, Accounting, and more.
Complete AI Conversation Logging
Stores all AI conversations as chat sessions with full message history and timestamps.
Custom Development Friendly
Built to work smoothly alongside customizations, ensuring flexibility and easy integration. Supports extensions and modifications without affecting module stability or performance.
Compatible with Odoo Access Rights
Fully compatible with Odooâs access rights system â users without the necessary permissions cannot view or access any restricted Odoo data.
Dedicated AI Chat Interface
Offers a dedicated AI Chat menu for users to interact naturally with Odoo data. Automatically saves AI replies, user prompts, and provider details for audit and transparency. Maintains conversation continuity with session-based context and rename options. Option to delete chats for maintaining privacy and clearing old data.
Chat UI with Light & Dark Modes
Includes a clean, modern chat interface with support for light and dark modes.
Performance Insights
Track KPIs, trends, metrics, and view AI-generated summaries.
System Prompt Intelligence
Ensures AI Mate responds with clear, accurate, and actionable insights using a professional and user-friendly tone.
Intelligent Data Understanding
Understands business context and interprets complex queries with accuracy.
Related Modules
You can set access rights for AI Assistance under user settings.
The AI Chat menu allows users to manage conversations with AI models.
Users can create a new AI chat session, assign or edit a session name, and select from multiple AI models. Previous chat histories are listed on the sidebar for easy reference.
Users can switch between multiple AI models directly from the chat interface. Available options include Googleâs Gemini series and OpenAIâs ChatGPT series (from 4o to 5 nano).
Users can easily rename a chat session by clicking the session title, editing it, and saving the new name. Based on the userâs query, AI-generated outputs are displayed in multiple formats â List View, Kanban View, Graph View, or Pivot View.
Users can manage their chat history effortlessly by deleting unwanted chat sessions with a single click.
A confirmation popup appears when deleting a chat session, ensuring that users donât accidentally remove important conversations.
The Chat Session List View provides a centralized overview of all AI chat sessions in Odoo. Each record displays key details such as session name, selected AI model (LLM provider), message count, chat status, timestamps for the last message, and creation date.
The Chat Session Form View displays detailed insights of an individual AI chat session. Admins can also access Debug Info for each message to review technical details, making this view ideal for analysis, troubleshooting, and audit purposes.
AI Chat requests to show all confirmed sale orders from the admin role.
Sales orders total count at the backend for the admin role.
AI gives the sales order list in the conversation.
Now we change access rights to users.
AI Chat requests to show all confirm sale orders.
AI gives the sales order list in the conversation as per the assigned role.
Sales orders total count at the backend as per the assigned role.
Now we change access rights to none.
AI Chat requests to show all confirmed sale orders, so AI will not give a list and display a message like below.
Odoo users, along with their login names and roles.
We have a custom-developed app, named the knowledge base system.
Articles list view with all articles.
The Marc Demo user is set up with access to view their own and public documents only.
AI Chat requests to view all available articles, so AI gives articles as per the assigned roles in a conversation.
Now we change access to the manager role.
AI Chat requests to view all available articles.
AI gives articles as per the assigned roles in a conversation.
You can enable Debug Mode from the configuration to view detailed AI response logs. From the chat session form view, clicking on Debug Info opens the AI Response Debug window, showing both Response Content and Debug Information (JSON) tabs.
Once Debug Mode is enabled, admins can access the Debug Information (JSON) tab showing detailed technical logs for LLM processing.
This screen displays details of the configured LLM provider, including model name, response style, and API key settings. Admin can define the provider API key, activate or set the default LLM, and manage the system prompt that guides AI behavior and accuracy.
This list view displays all available LLM models configured in Odoo, such as ChatGPT and Gemini versions. It is accessible only to admins and shows details like provider name, model code, default LLM status, and activation toggle for each AI model.
This view shows the AI Chat interface visible to users, featuring dark mode based on user preferences.
Version 18.0.1 | Released on : 3rd December 2025
- Yes, this app works perfectly with Odoo Enterprise (Odoo.sh & Premise) as well as Community.
- No, this application is not compatible with odoo.com(odoo saas/Odoo Online)
- Yes, to test this module, please contact us at sales@softhealer.com.
- Please contact us at sales@softhealer.comto request customization.
- Yes, we provide free support for 365 days from the date of purchase.
- Yes, you will receive lifetime free updates for the version of the module you purchased.
- No, there is no need to install any additional libraries.
- Yes, for version 12 and above, you need to purchase the module separately for each version you intend to use.
- No, exchanges or refunds are not allowed. Please make sure to select the correct version before purchasing.
- You can contact us at support@softhealer.com for language translation support. We use Google Translator tools to provide translations in multiple languages, so the accuracy may vary. We welcome your suggestions to help improve translations.
Function calling with the Gemini API.
https://ai.google.dev/gemini-api/docs/function-calling?example=meeting
Function calling with the ChatGPT's API.
https://platform.openai.com/docs/guides/function-calling
Multi-Languages
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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