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  1. APPS
  2. Productivity
  3. Odoo AI Automation Suite | AI Assistant & Chatbot v 18.0
  4. Sales Conditions FAQ

Odoo AI Automation Suite | AI Assistant & Chatbot

by Softhealer Technologies https://www.softhealer.com
Odoo

$ 515.61

v 18.0 Third Party 2
Apps purchases are linked to your Odoo account, please sign in or sign up first.
Versions 17.0 18.0 19.0
You bought this module and need support? Click here!
Versions 17.0 18.0 19.0
  • Description
  • Manifest
  • License
Softhealer
Odoo Gold Partner

Free Support

Lifetime

Custom Apps

1500+

Top Seller Of Odoo

Marketplace

Happy Customers

10K+

Years Of Experience.

11+

Countries

100+

Talented Healers

150+

Industries Served

45+

Odoo Community Implementation

350+

Odoo Enterprise Implementation

150+

Best Partner Nominee

2024

Global Presence

Free Demo

sales@softhealer.com

Lifetime Free Support

support@softhealer.com

Customization

sales@softhealer.com

Upgrade your Odoo with AI

Odoo AI Automation Suite | InsightMate 360 - AI Assistant, Chatbot & Workflow Automation

7 AI-powered modules in one bundle – plus more coming soon. Transform every corner of your Odoo with intelligent automation.

Save Time

Automate repetitive tasks and focus on what matters.

Make Smarter Decisions

Get real insights with AI-powered reports and dashboards.

Delight Customers

Offer 24/7 support and faster responses with AI.

One Bundle. Endless Possibilities.

Reduce Manual Work

Extract, create and manage data accurately.

Streamline Processes

Build smart workflows and automate your business.

Scale with Confidence

Flexible, secure and ready for your growth.

Buying Individually

  • AI Insight Assistant $110
  • AI Dashboard Studio $113
  • AI Live Chatbot $105
  • AI OCR Bundle $106
  • AI Flow Builder $133
  • AI MCP Studio $157
  • AI Recruitment Assistant $89
Total Value: $813
Special Bundle Price
$510 $813
You Save 62%

Included AI Modules in this bundle

  • Chat with your Odoo data naturally
  • Make smarter decisions with AI insights
  • Create and update records with AI
  • Secure access for every authorized user
  • Interact with AI using voice commands
AI Insight Assistant

Talk To Your Data

  • Build dashboards without any coding
  • Visualize data with interactive charts
  • Start with ready-made dashboard templates
  • Share dashboards with secure access
  • Customize dashboards to match your brand
AI Dashboard Studio

From Data to Decisions

  • Deliver 24/7 AI-powered Odoo customer support chatbot
  • Train bots using your business knowledge
  • Transfer chats to human agents instantly
  • Create Odoo AI Chatbot for every department
  • Improve customer engagement & satisfaction
  • Enhance every website visitor experience
AI Live Chatbot

Real Time Intelligent Support

  • Extract data from any document
  • Create Odoo records automatically
  • Eliminate manual data entry
  • Digitize business documents effortlessly
  • Speed up accounting & finance workflows
AI OCR

From Document to Records

  • Automate repetitive business processes
  • Build Odoo Workflow Automation with drag-and-drop
  • Create and update records automatically
  • Set smart rules without coding
  • Automate emails and notifications
  • Start workflows manually whenever needed
AI Flow Builder

Your Processes, On Autopilot

  • Connect Odoo with Claude (Claude integration with Odoo), Gemini (Gemini integration with Odoo), Codex(Codex integration with Odoo) etc
  • Perform secure AI-powered CRUD operations
  • Generate and manage leads with AI
  • Control accessible models and fields
  • Build custom Odoo modules with AI
  • Create business web apps instantly
  • Generate dynamic email templates
MCP Connector

Odoo MCP server

  • Analyze resumes automatically with AI
  • Identify top candidates much faster
  • Extract skills and experience instantly
  • Reduce manual resume screening time
  • Create organized candidate profiles
AI Recruitment Assistant

Smarter Hiring Decisions

Complete Odoo AI Automation Suite | AI Assistant | AI MCP Studio | AI Dashboard Studio | AI Live Chatbot | AI Flow Builder | AI Recruitment Assistant | AI OCR Bundle

heading

InsightMate AI Bundle brings together multiple AI-powered features into a single unified solution within Odoo. Configure AI providers, manage models, and enable intelligent automation across different business processes such as content generation, workflow execution, and data analysis from one centralized platform.

With seamless integration and flexible configuration, users can leverage AI capabilities across modules to improve productivity, reduce manual effort, and make smarter business decisions. The bundle provides a scalable foundation to extend AI usage across various operations while maintaining full control and visibility.

Need Help?

We're Here Before & After Your Purchase.

heading

Lifetime Support

Purchase once and get support forever — For the version you purchased.

  • Free updates for the lifetime of the module
  • Bug fixes & patches at no extra cost
Buy Once, Supported Forever

Free Demo

Book a free demo - contact us at sales and we'll set it up for you.

QR – sales@softhealer.com
Scan to email sales
sales@softhealer.com

For Support

Facing an issue? Contact us and we'll get you back on track.

QR – support@softhealer.com
Scan to email support
support@softhealer.com

WhatsApp Support

Chat with us instantly on WhatsApp for quick enquiries.

QR – WhatsApp
Scan to open WhatsApp
Chat on WhatsApp
  • Introduction
  • Features
  • Release Notes
  • Support
  • FAQ's

Frequently Asked Questions

Everything you need to know before getting started.

Is this application compatible with Odoo Enterprise as well as the Community edition of Odoo?

Yes, this app works perfectly with Odoo Enterprise (Odoo.sh & Premise) as well as Community.

Is this application compatible with odoo.com(odoo saas/online)?

No, this application is not compatible with odoo.com(odoo saas/Odoo Online)

Can I get a demo of the module before making a purchase?

Yes, to test this module, please contact us at sales@softhealer.com.

Is the AI 100% accurate?

No. The AI provides intelligent responses based on available data and models, but results may sometimes be incomplete or approximate. Always verify critical business decisions manually. This case is not eligible for refund or exchange.

Why does AI sometimes give incorrect or unexpected results?

AI interprets queries based on patterns and available data. Incorrect inputs, ambiguous questions, or missing data may lead to inaccurate outputs. This case is not eligible for refund or exchange.

Can I fully rely on AI for business decisions?

AI should be used as a decision-support tool, not a replacement for human judgment. Always review outputs before taking action. This case is not eligible for refund or exchange.

Does AI understand all Odoo data perfectly?

AI understands structured data well, but complex business logic, customizations, or incomplete records may affect accuracy.

Do I need technical knowledge to use this module?

No. The system is designed for business users with a simple chat interface.

What happens if AI fails to respond?

  • Check API configuration
  • Verify internet connectivity
  • Ensure provider API key is valid

How long does the AI take to respond?

AI response time depends on the selected provider and plan. For example, if we are using a free tier, our request priority may be lower than other plans. Also, if we select high-thinking models, they usually take more time to generate responses.

Does it support all OpenRouter LLMs?

No, only models that support tool calling are usable in the app.

I want some customization in this app. How can I request it?

Please contact us at sales@softhealer.com to request customization.

Do I get free support?

Yes, you will receive lifetime free support for the version of the module you purchased.

Do I get free updates?

Yes, you will receive lifetime free updates for the version of the module you purchased.

Do we need to install any additional libraries to use this module?

No, there is no need to install any additional libraries.

Do I have to buy the module for each version?

Yes, for version 12 and above, you need to purchase the module separately for each version you intend to use.

If I purchase a module in the wrong version, can I exchange it for another version or get a refund?

No, exchanges or refunds are not allowed. Please make sure to select the correct version before purchasing.

Do you provide free language translation support?

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.
Note: Our module "AIMate - Odoo Insight Assistant" requires Gemini's and ChatGPT's function-calling APIs.
Follow the steps below to implement Gemini and ChatGPT's API Function Calling.
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
                                           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.

                                                                                             AI Live Chatbot - Real Time Intelligent Support

Our AI-powered website AI chatbot for Odoo website offers 24/7 automated support by intelligently using your Odoo data, documents, and knowledge base to answer customer queries instantly. It supports multiple Odoo chatbot integration with AI providers.

                                    AI Dashboard Studio - From Data to Decisions

Transform your Odoo data into actionable insights (Odoo automated actions) with a powerful and intelligent AI-driven dashboard that brings all your analytics and visual reports into one unified interface. Users can explore data visually, customize themes, and export reports instantly.

                                                                                           Flow Builder - Your Processes, On Autopilot

Build smarter automation with AI workflow automation Odoo. Generate dynamic content and update data intelligently using AI, making every process faster and more efficient.

                               AI Recruitment Assistant - Smarter Hiring Decisions

Automate recruitment processes in Odoo (Odoo AI Recruitment) using AI-powered Resume/CV analysis and candidate matching. Configure LLM providers and define prompts to analyze applicant resumes, extract key information such as skills, experience, and summary, and digitize Resume/CV data directly into structured format.

                                                                                          MCP Server - Connect, Control, Automate Odoo

InsightMate MCP Studio provides a powerful interface to control, access, and automate Odoo data using secure token-based and OAuth 2.1 connections. Manage model-level permissions with field-level restrictions, define access policies, and securely expose data endpoints for external integrations and AI-driven operations.

                                                                   All in One AI OCR Bundle

Streamline your Odoo business process automation with our configurable AI OCR module. OCR module for Odoo designed to automate data entry, it allows users to upload PDF documents, AI document processing and extract structured data using advanced LLMs. It supports customized models, and comprehensive logging, ensuring an efficient process.

  • AI Bundle
  • AI Insight Assistant
  • AI Live Chatbot
  • AI Dashboard Studio
  • AI Flow Builder  NEW
  • AI Recruitment Assistant  NEW
  • MCP Server   NEW
  • AI OCR Bundle   NEW

Active/Deactive AI Apps as per your requirements.

InsightMate AI Bundle control center in Odoo ERP

State will change based on your input.

InsightMate AI Bundle app activation control in Odoo ERP

It will auto-install the dependent apps when you activate it.

Automatic dependency installation for Odoo AI modules

Features

heading

AI-Powered Workflows

Use AI inside Odoo workflow builder for intelligent automation and dynamically process business data.

Watch Video

LLM Providers with openrouter

Configure OpenRouter to access multiple AI models through a single API, allowing flexible model selection.

Watch Video

Visual Workflow Builder

Design workflows easily using a drag-and-drop interface to connect conditions and actions in a structured flow.

Model-Based Workflows

Create workflows for any Odoo model and automate processes based on specific business objects.

Watch Video

Conditional Flow Logic

Apply conditions to control workflow execution and ensure actions run only when criteria are met.

Multi-Action Execution

Execute multiple actions like create, update, email, SMS, and activities within a single workflow.

Activate/Deactivate Workflows

Easily control workflow execution by enabling or disabling workflows as needed.

End-to-End Automation Flow

Build complete automation pipelines from trigger to action within a single workflow.

Auto-Update Records

Automatically update field values of records based on workflow conditions and logic.

Automatically Create New Records

Create new records dynamically from workflows with predefined or conditional values.

Send Automated Emails

Send automated emails to users or contacts directly from workflow execution.

Duplicate Records

Create a copy of existing records automatically using workflow-based duplication logic.

Create Activities automatically

Schedule and assign activities to users directly from workflow execution for task management.

Track Workflow Activity History

Maintain a history of workflow runs to review past executions and actions performed.

Node-Based Flow Design

Create workflows using connected nodes to visually define the sequence of conditions and actions.

SMS Notification Action

Trigger SMS notifications to keep users informed during workflow processes.

Manage Followers Automatically

Automatically add or remove followers to records through workflow execution for better communication and tracking.

Workflow

heading
  • Dynamic Workflow
  • AI Powered Workflow

Go to the 'Flow Engine'.

Open Flow Engine menu for workflow automation

Click 'New' to create new workflow record.

Create new workflow record in AI Dashboard Studio

Enter Workflow Name and click 'Open Visual Builder'.

Enter workflow details and open visual builder

Drag and drop nodes to start designing the workflow.

Design workflow using drag and drop nodes

Add Condition and then configure rules to control execution flow.

Configure workflow conditions and execution rules

Connect Nodes and then press Save to save the workflow.

Connect workflow nodes and save automation flow

'Automation Rules' field shows created workflow. You can active/deactive from toggle.

Activate or deactivate workflow automation rules

Now select record data, and workflow will execute.

Execute workflow based on selected record data

Workflow updates record and logs execution history

It shows history in the chatter.

Workflow execution history recorded in chatter

AI providers list view that we can use for the workflow.

View AI providers available for workflow automation

Enter API Key.

Configure API key for AI workflow provider

Create workflow with AI.

Create AI powered workflow in Flow Engine

Configure AI action node in workflow builder

AI will auto execute workflow.

AI automatically executes workflow actions

Features

heading

LLM Provider Configuration

Configure AI providers and enable models to use AI features in recruitment.

Watch Video

Custom AI Prompt Setup

Define prompts to control how Resume/CV data is analyzed and processed for Odoo HR automation.

Skill Type Management

Create and manage skill categories for better Resume/CV classification using Odoo resume screening AI.

Watch Video

AI Extraction

Convert uploaded CV documents into structured data using AI processing.

Job Skill Configuration

Define expected skills in job positions for candidate evaluation for AI hiring assistant.

Watch Video

Matching Percentage Score

View AI-generated matching percentage between candidate and job role in Odoo recruitment automation.

Candidate Details Capture

Easily capture and manage candidate information such as name, email, phone number, and tags in a structured format.

Workflow

heading
  • LLM Providers
  • Configurations
  • Analyze Based on all skill types
  • Analyze Based on Skills from Job Position

Configure LLM Providers.

Configure LLM providers for AI recruitment

View active LLM models for AI recruitment analysis

Enter system prompt and then activate model to define Resume/CV analysis behavior by AI CV analysis Odoo.

Set resume analysis prompt and activate model

Select the LLM Provider in settings and choose the skill option as per the requirement.

Configure LLM provider and recruitment skill settings

You can manage 'Skill Types' in the recruitment configuration.

Manage skill types in recruitment configuration

Set All Skill Types.

Configure analysis using all recruitment skill types

Click Digitize Document AI and then process Resume/CV to extract structured data for Odoo document automation.

Process resume with AI document digitization

View AI-generated Resume/CV analysis and then review skills, experience, and summary. Note tab with data.

Review AI resume analysis with skills summary

Details tab with data.

View candidate details from AI resume extraction

Skills tab with data.

Review extracted candidate skills from resume

Now we select 'Skills from Job Position'.

Analyze candidates using job position skills

Set Expected Skills in Job Position and then compare with applicant Resume/CV match.

Compare resume skills with job requirements

View AI-generated Resume/CV analysis and then review skills, experience, and summary. Note tab with data.

Review AI resume analysis and match results

Details tab with data.

View candidate details from resume analysis

Skills tab with data.

Review candidate skills matched to job role

Features

heading

MCP Access Rights Management

Configure and enforce granular access rights for MCP users. Control exactly who can do what — ensuring secure, auditable data handling.

Watch Video

Natural Language Processing

Interact with Odoo in plain language. Converts natural queries into actionable insights — automating text understanding, classification, and Odoo PDF data extraction.

Create Records

Create new Odoo records directly through MCP-enabled secure access. Automate data entry workflows and streamline business processes.

Watch Video

Read Records

Fetch and view Odoo records securely through MCP-enabled access. Retrieve structured data efficiently based on defined permission policies.

Watch Video

Update Records

Update existing Odoo records through secure MCP access controls. Ensure accurate, authorized data modifications with full audit compliance.

Watch Video

Delete Records

Delete records securely using controlled access permissions. Proper authorization is enforced before any data removal.

Watch Video

Restrict What AI Can Use

Define exactly which Odoo models and fields are accessible for AI agent integration with Odoo. Establish granular access boundaries for compliant AI operations.

Watch Video

Field-Level Access Control

Restrict access to specific fields within any model. Grant access only to the fields required for each integration or user role.

Watch Video

Model-Level Access Control

Restrict access at the model level to control data visibility. Limit which Odoo models are accessible per MCP connection or user group.

Watch Video

Dashboard Creation

Build dynamic dashboards using secure token-based data access. Visualize key business metrics in a clean, structured view.

Watch Video

Chart Creation

Generate rich charts to represent Odoo data in a clear, visual format. Identify trends and patterns with real-time graphical insights.

Watch Video

Dashboard Link Sharing

Share dashboards securely using generated access links. Provide controlled access to insights without exposing the full Odoo system.

Watch Video

OAuth 2.1 Connection

Connect securely using industry-standard OAuth 2.1 authentication. Ensures standardized, protected access control for advanced integrations.

Watch Video

Token URL Connection Mode

Enable fast, secure connections using token-based URLs. Simplify integration with external AI Tools for Odoo with one-click MCP readiness.

Watch Video

MCP Support for Multiple LLMs & Local Agents  LATEST

Connect your Odoo MCP server to the full AI ecosystem, Odoo MCP Integration — Antigravity, Claude WebApp, Claude CLI, Claude Desktop, Gemini CLI, Codex CLI, Codex Desktop App, and Codex WebApp. One setup, cross-platform AI automation.

Watch Video

Workflow

heading
  • Configuration
  • MCP Server Setup
  • Field & Model Access
  • Dashboards & Charts

Navigate to Settings → Users.

Open user settings to configure MCP access rights

You can set access rights for AI under user settings.

Manage AI access permissions in user settings

Configure AI accessibility permissions for users

Go to the 'AI MCP'.

Open AI MCP module from Odoo dashboard

Create a new MCP Server.

Create new MCP server configuration

Method 1: Connect with the Token URL.

Connect MCP server using token URL method

Click on 'Regenerate URL Token'.

Regenerate secure token URL for MCP access

Copy the URL.

Copy MCP server token URL for connection

Go to the 'Claude' → Customization.

Open Claude customization settings for MCP

Go to Connectors and Click 'Add Custom Connector'.

Add custom connector in Claude settings

Add the MCP Name, URL, and Click 'Add'.

Configure MCP connector name and URL

View Connection Details After Successful Connection.

View successful MCP server connection details

Method 2: Connect with OAuth.

Connect MCP server using OAuth authentication

Add Connector Details and Click 'Add'.

Configure OAuth connector details for MCP

Click to Connect.

Authorize and connect MCP server securely

View Details After Successful OAuth Connection.

View MCP OAuth connection status and details

Remove or Disconnect the Connection as Required.

Disconnect or remove MCP server connection

View Technical Details in the Available Tabs.

Review MCP server technical configuration tabs

Generate Instructions as per Requirements.

Generate MCP integration instructions as needed

Define controlled access by specifying which models, operations (read, create, update, delete), and fields users or AI can interact with—ensuring data security and precise permission management.

You can restrict access for either all fields or only selected fields for a given model.

Configure model and field level access permissions

You can control which actions are permitted on a model, such as confirm, cancel etc ensuring users or AI can only perform specific operations as needed.

Control allowed actions for models and records

Click 'Generate Dashboard'.

Start dashboard generation from MCP server

Generate Dashboard form with options.

Configure dashboard generation settings

Chart tab with generate charts.

Generate charts from dashboard configuration

AI dashboard builder for Odoo view.

View generated dashboard with business insights

Click 'Generate Charts'.

Create charts using MCP dashboard tools

Generate Charts form with options.

Configure chart generation options and settings

Features

heading

Upload a Document - Done!

Just upload your PDF (invoice (Odoo invoice OCR), purchase order, sales order, delivery note, Odoo PDF data extraction) and the system reads it automatically - no manual typing needed, Smart AI document scanner.

Watch Video

Works With All Your Document Types

Whether it's a Sales Order, Purchase Order, Invoice, or Delivery document - this tool handles all of them in one place.

Watch Video

Smart AI Reads Your Documents

Powered by advanced AI, the tool understands the content of your document and pulls out all the important details - automatically.

Records Created Instantly

Once the document is read, your Odoo records (like orders or invoices) are created automatically.

Original Document Always Attached

The original PDF you uploaded stays linked to the record that was created - so you can always go back and check the source document easily.

Review Before It Saves

Not ready to go fully automatic? You can review the extracted information first and approve it before anything is saved - giving you full control.

Multi-Provider LLM Support

Process OCR documents using configurable AI providers and advanced LLM integrations.

Maintain Log History

Full activity logs show you exactly what was read, what was created, and if anything went wrong - no guessing, full transparency.

Set It Up Your Way

You can customise which fields get filled in and how the data maps to your specific Odoo setup.

Workflow

heading

This list view displays all available LLM models configured in Odoo; it shows details like provider name, model code, default LLM status, and activation toggle for each AI model.

View configured LLM providers for AI OCR processing

GO to the OCR -> Configuration.

Open AI OCR configuration settings in Odoo

Purchase order OCR view with relational strategy and field mappings.

Configure purchase order OCR field mappings

Sale order OCR view with relational strategy and field mappings.

Configure sales order OCR field mappings

Order lines field mapping view.

Map order line fields for AI OCR extraction

Line field mapping wizard: fill data as per requirement.

Configure OCR line field mapping wizard

Go to the 'Sales' and click 'OCR'.

Access OCR documents from sales module

Upload the document and save it.

Upload PDF document for AI OCR processing

Analyze the detailed response extracted by the AI from the uploaded document.

Review AI extracted document response data

Extraction successful notification.

View successful AI OCR extraction notification

Review the newly created Odoo records generated directly from the AI OCR source document.

Review Odoo records created from OCR data

Confirm successful record creation through the automated green notification displayed on the document.

Verify successful record creation from OCR

Navigate directly to the generated source files through the provided link in the document.

Open source documents linked to OCR records

Preview the original PDF file alongside the extracted data to verify OCR accuracy.

Compare original PDF with extracted OCR data

Monitor the total number of linked documents and created records from the OCR configuration.

Monitor OCR documents and created records

Quickly open the successfully generated Odoo record directly from the OCR Documents list view.

Open generated Odoo record from OCR list

Access all related OCR documents quickly from the smart button within the generated record.

Access related OCR documents from record

View the detailed status and processing history of documents related to a specific record.

View OCR document status and history logs

Initiate new AI OCR processing tasks by clicking the dedicated "OCR" button on records.

Start AI OCR processing from Odoo record

Upload new PDF documents directly and start the AI extraction process effortlessly.

Upload new PDF and begin OCR extraction

Monitor real-time extraction progress and status changes directly within the OCR Documents list.

Track OCR extraction progress and status

Features

heading

Multi-Provider AI Integration

Supports multiple AI providers including OpenAI (ChatGPT chatbot for Odoo) and Google Gemini, configurable from settings.

Watch Video

Smart AI-Powered Interactions

Allows users to search, filter, analyse, and query Odoo records using AI using conversational language. The intelligent AI assistant for Odoo understands user intent and delivers accurate business insights for faster decision-making.

Natural Language Processing

Enables users to interact with Odoo using natural language queries, converting questions into actionable insights. This powerful ChatGPT for Odoo ERP experience automates text understanding, data extraction, and Odoo Artificial Intelligence Module for smarter business operations.

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 results—no manual searching needed.

Cross-Module Integration

Works seamlessly across Odoo modules like Sales, Purchase, Accounting, and more.

Intelligent Data Understanding

Understands business context and interprets complex queries with accuracy as Odoo ChatGPT integration.

Share AI Chat

Allow users to generate a secure, shareable link for any chat session, making it easy to share conversations with others.

Watch Video

Chat Stop Control

Easily stop Odoo AI chatbot assistant responses anytime to prevent unwanted or incorrect outputs and maintain full control over your conversation flow.

Watch Video

View Selection Option

Control when AI model views appear with flexible options like Always, Never, or Auto for a smarter chat experience.

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AI Create, Write, and Archive With Access

Create content, update responses, and archive AI conversations with AI analytics for Odoo in one place for easy management.

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Complete AI Conversation Logging

Stores all AI conversations as chat sessions with full message history and timestamps.

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Custom Development Friendly

Odoo data analysis AI built to work smoothly alongside customizations, ensuring flexibility and easy integration. Supports extensions and modifications without affecting module stability or performance.

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Compatible with Odoo Access Rights

Fully compatible with Odoo’s access rights system — users without the necessary permissions cannot view or access any restricted Odoo data.

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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.

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Chat UI with Light & Dark Modes

Includes a clean, modern chat interface with support for light and dark modes.

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Performance Insights

Track KPIs (Odoo KPI dashboard), trends, metrics, and view AI-generated summaries with the AI reporting module for Odoo.

System Prompt Intelligence

Ensures Odoo business intelligence AI responds with clear, accurate, and actionable insights using a professional and user-friendly tone.

Export AI Chat

Enable users to export their complete chat history, ensuring conversations can be safely stored and backed up.

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Import AI Chat

Allow users to import previously exported chat files to restore past conversations or continue discussions.

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AI Onboarding Process

A guided onboarding flow that helps users quickly configure their first AI provider and model, ensuring a smooth setup.

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OpenRouter Integration

Configure OpenRouter to access multiple AI models through a single API, allowing flexible model selection.

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AI Chat Popup Window

Interact with AI through a mini popup chat window available on all screens, ensuring faster responses and improved productivity.

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Folder-Based Chat Management

Manage AI conversations more effectively by organizing them into folders. Categorize chats based on topics to improve accessibility.

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AI Voice Prompt

Use voice prompts to interact with AI naturally by speaking and receiving intelligent responses quickly.

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LLM Reasoning Effort Selection

Configure reasoning effort levels in LLM providers to customize the cognitive depth and accuracy of AI responses.

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Workflow

heading
  • Access Rights
  • AI Conversations
  • Odoo Standard Access Rights
  • Compatible With Custom Modules
  • Admin User debug info
  • Multiple LLM provider
  • Dark Mode
  • Import, Export, Share Chat
  • AI Response Stop
  • AI Onboarding Guide
  • View Selection
  • OpenRouter Integration
  • Create, Update & Archive Records With AI
  • AI Popup Window  NEW
  • Folder-Based Chat Management  NEW
  • AI Voice Prompt  NEW
  • LLM Reasoning Effort Selection  NEW

You can set access rights for AI Assistance under user settings.

Odoo AI Assistant user access control

The AI Chat menu allows users to manage conversations with AI models.

InsightMate AI Chat menu for managing AI conversations in Odoo

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.

Odoo AI Chat sessions and model configuration

Users can switch between multiple AI models directly from the chat interface. Available options include Google’s Gemini series and OpenAI’s ChatGPT series (from 4o to 5 nano).

Multiple AI model selection in Odoo AI Chat

Users can easily rename a chat session by clicking the session title, editing it, and saving the new name. Based on the user’s query, AI-generated outputs are displayed in multiple formats — List View, Kanban View, Graph View, or Pivot View.

Odoo AI chat session management and data views

Users can manage their chat history effortlessly by deleting unwanted chat sessions with a single click.

InsightMate AI chat session deletion management in Odoo

A confirmation popup appears when deleting a chat session, ensuring that users don’t accidentally remove important conversations.

AI chat session delete confirmation in Odoo

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.

Odoo AI chat session overview and history management

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.

Odoo AI chat session analysis and debugging

Create new projects.

Create new AI chat projects in InsightMate Odoo

You can drag and drop as per the requirement.

Drag and drop chat projects to organize hierarchy

You can perform actions on the folder as needed.

Manage project folder actions in AI chat workspace

When you delete a folder, it will remove the subfolder data along with it.

Delete project folder with all subfolder data

Chat session list with project hierarchy.

AI chat session list with project hierarchy view

Chat project list view with project structure.

Chat project list showing project structure

Project form view with sessions and child project.

Project form with chat sessions and child projects

Click the AI icon to open the mini chatbot popup window.

Open mini AI chatbot popup in InsightMate Odoo

Click the chat dropdown to select an existing conversation or create a new chat.

Select existing chat or create new AI conversation

Select your preferred AI model from the dropdown to switch between available models.

Choose AI model from chatbot dropdown menu

Click the expand icon to enlarge the chatbot window for a better view.

Expand AI chatbot window for larger workspace

Click on the Odoo main menu and select AI Assistance to open the configuration settings.

Open AI Assistance settings from Odoo main menu

Navigate to the Configuration menu and select LLM Providers to manage your AI models.

Manage LLM providers from AI configuration menu

Select an LLM provider from the list to configure its reasoning effort level details.

Configure reasoning effort for LLM provider

Choose the desired Reasoning Effort level from the dropdown list to adjust the AI's cognitive depth.

Select AI reasoning effort level from dropdown

View the active reasoning effort indicator in the AI chat response.

Reasoning effort indicator shown in AI response

Open the Chat Sessions menu to view a list of all logged AI conversations and settings.

View AI chat sessions and settings in Odoo

Click on Debug Info in the chat session form to review reasoning tokens and details.

Review reasoning tokens from chat debug info

AI response debug popup showing reasoning tokens and selected reasoning effort level.

AI debug popup with reasoning tokens details

Enable debug mode and click Show Query to view reasoning details in the chat response.

Enable debug mode to view AI reasoning details

View the usage statistics including reasoning tokens and reasoning level in the debug query section.

View reasoning token usage in debug query

Click the microphone icon to record your query.

Record voice query using AI chat microphone

Speak your query naturally, and the system instantly transcribes it for processing.

Voice query transcribed instantly for AI processing

View the AI response within the mini popup window for quick interaction.

View AI response in mini chatbot popup window

AI Chat requests to show all confirmed sale orders from the admin role.

Odoo AI Assistant sales order query

Sales orders total count at the backend for the admin role.

Odoo AI sales data access control

AI gives the sales order list in the conversation.

AI-generated Odoo sales order insights

Now we change access rights to users.

Odoo AI access rights configuration

AI Chat requests to show all confirm sale orders.

Odoo AI Assistant user permission handling

AI gives the sales order list in the conversation as per the assigned role.

Role-based AI responses in Odoo

Sales orders total count at the backend as per the assigned role.

Odoo AI role-based data access

Now we change access rights to none.

Odoo AI permission restriction

AI Chat requests to show all confirmed sale orders, so AI will not give a list and display a message like below.

Odoo AI assistant permission-based response control

Odoo users, along with their login names and roles.

Odoo users with login names and role-based access settings

We have a custom-developed app, named the knowledge base system.

Custom knowledge base application developed inside Odoo ERP

Articles list view with all articles.

Odoo knowledge base articles list view with available documents

The Marc Demo user is set up with access to view their own and public documents only.

Odoo user access rights for knowledge base documents

AI Chat requests to view all available articles, so AI gives articles as per the assigned roles in a conversation.

Odoo AI Assistant knowledge base access control

Now we change access to the manager role.

Changing Odoo knowledge base access permissions to manager role

AI Chat requests to view all available articles.

InsightMate AI Chat requesting available knowledge base articles in Odoo

AI gives articles as per the assigned roles in a conversation.

InsightMate AI providing knowledge articles according to Odoo user role

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.

AI response debug window

Once Debug Mode is enabled, admins can access the Debug Information (JSON) tab showing detailed technical logs for LLM processing.

LLM debug information logs

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.

LLM provider settings with API key and prompts in Odoo

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.

LLM models list with ChatGPT and Gemini in Odoo ERP

This view shows the AI Chat interface visible to users, featuring dark mode based on user preferences.

AI chat interface with dark mode support in Odoo ERP

Click on the "Share" button to share the chat.

AI chat sharing option in InsightMate for Odoo users

After that, the share link is generated. Copy the link.

Generated share link for AI chat access in Odoo ERP

Paste the copied link to open chat.

Opening shared AI chat using generated link in Odoo

Click on the "Export Chat" button to export the chat.

Export AI chat conversation from InsightMate in Odoo

You can import the exported chat using the "Import Chat" button.

Import exported AI chat using chat import option

Select chat from the wizard, and click "open".

Select exported chat file and open import wizard

Your chat is imported; you can continue the chat.

Imported AI chat ready to continue in InsightMate

Click on pause icon to stop AI response.

Pause AI response generation in InsightMate chat

It shows notification for it.

Notification confirming AI response cancellation

You can see cancelled chat in chat history also.

Cancelled AI chat displayed in chat history

'Is cancelled' ticked in that chat.

Cancelled chat marked with status in Odoo ERP

Go to the 'AI Assistance'.

Open AI Assistance setup in InsightMate for Odoo

Click 'Let's do it'.

Start AI assistant configuration with setup wizard

Select the model and click 'Continue'.

Select AI model and continue setup in Odoo ERP

Enter your API key, and click 'Verify & Continue'.

Enter API key and verify AI connection in Odoo

It shows a success message after the verification.

AI model verification completed successfully

Select the agent and click 'Continue'.

Select AI agent during InsightMate setup process

Select response style and complete setup.

Choose AI response style and complete setup

You can start chatting now.

AI chat assistant ready for conversations in Odoo

Select Always, Never, or Auto to control AI model view visibility.

Configure AI model visibility with Always, Never, Auto

Select OpenRouter and enter your OpenRouter API key to enable OpenRouter integration.

Configure OpenRouter API key in InsightMate for Odoo

Browse and select from the wide range of AI models available through OpenRouter.

Browse AI models available through OpenRouter

Configure your preferred OpenRouter model as the default provider for AI interactions.

Set OpenRouter model as default AI provider

Start chatting using your selected OpenRouter model seamlessly within the AI Chat interface.

Chat using OpenRouter model in AI chat interface

Connect multiple AI providers, choose your preferred models, and control how AI interacts with your Odoo data. Define access rules to ensure AI only creates, updates, or archives records within permitted boundaries — keeping your system secure and compliant.

Manage AI providers models and access rules in Odoo

Fill in the required details to configure a new AI provider record.

Configure new AI provider settings in InsightMate

Start conversation.

Start AI assistant conversation in Odoo ERP

Set action views, add requirements, and select an AI model provider.

Configure actions requirements and AI model provider

When attempting to update a record and update action is restricted in the system settings, the AI assistant does not perform the action. Instead, it displays a message similar to the example shown below.

AI blocks restricted record updates based on rules

AI denies actions restricted by access permissions

If you attempt to update a record that is not restricted by system settings, the update will proceed. The system will present you with an option to review the change and either approve or reject it before it is finalized.

Review AI-suggested updates before approval

AI approval preview for record creation in Odoo

On approval, it will make changes.

Approved AI changes applied to Odoo records

Chatter history that was recorded with AI.

AI activity recorded in Odoo chatter history

AI Write Request menu and list view.

AI write request list view in InsightMate Odoo

Features

heading

Multi-Chat Bot Creation

Create and manage multiple AI chatbots with separate configurations and use cases.

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Multi-Provider AI Integration

Connect chatbots with AI providers like OpenAI, Gemini, and more from a single platform.

Knowledge Sources

Use documents, websites, and other sources to provide accurate AI responses.

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Restrict What AI Can Use to Respond

Control which knowledge sources are available for each chatbot response.

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AI That Reads PDFs, Docs & URLs

Allow AI to understand and answer questions from PDFs, documents, and web pages.

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Chatbot Specific Configurations

Configure prompts, behavior, settings, and features individually for each chatbot.

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Custom Message for Unavailable Operators

Display a custom message when no human operators are available to assist.

Switch from AI to Human Agent

Transfer conversations from AI to a human agent whenever needed.

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System Prompt and Chatbot Prompt

Define custom prompts to control chatbot behavior and response quality.

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Response Style Configuration

Customize how AI responds with different tones, formats, and styles.

AI Tool Token Usage Limit (Per Chatbot)

Set token usage limits for each chatbot to control AI consumption.

AI Tool Token Usage Limit (Per User)

Restrict token usage per user to manage costs and resource allocation.

Chatbot On/Off Control

Enable or disable chatbots instantly whenever required.

Smart Document Splitting

Automatically split large documents into optimized sections for better AI understanding.

Custom Development Friendly

Built to support customizations and integrations without affecting stability.

OpenRouter Integration

Connect OpenRouter to access multiple AI models through a single API.

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Workflow

heading
  • Access Rights
  • Multi-Chat Bot Creation
  • External Document Knowledge
  • External URL Knowledge
  • Multi-Provider AI Integration
  • System Prompt and Chatbot Prompt
  • AI Tool Token Usage Limit
  • Conversation Memory Configuration
  • Tool Calling and Dynamic Flow Limits
  • AI Response & Operator Routing
  • Knowledge Source Access Restrictions
  • OpenRouter Integration

Assign Live Chat access to control who can manage and operate AI-powered live chat features.

Configure OpenRouter API key for AI chatbot

Grant AI accessibility permissions to allow selected users to configure LLM settings, knowledge bases, and AI Live Chat behavior.

Browse AI models available through OpenRouter

Go to the AI Live Chat -> AI Bots.

Open AI Bots menu in AI Live Chat settings

View all configured AI bots with their assigned AI model and connected knowledge sources.

View configured AI bots with models and sources

Define the AI bot name and its primary responsibility for handling user queries. Publish the bot to make it live and available for visitor conversations.

Configure AI bot details and publish chatbot

Configure Odoo models that the AI bot can access for answering live queries.

Set Odoo model access for AI chatbot responses

You can choose the model, fields, and selected fields; it shows the total number of fields in 'Fields'.

Select models and fields for AI bot access

You have the option to select All Fields or Selected Fields.

Choose all fields or selected fields for chatbot

When you select 'selected fields only', you can choose fields as needed.

Configure selected fields for AI chatbot access

Configuration for the BOT channel.

Configure channel settings for AI chatbot

Navigate to live chat channels where AI bots can be assigned and activated.

Manage live chat channels for AI bot assignment

You can set a dedicated agent or operator in the bot.

Assign dedicated operator to AI chatbot

Click "Add a line" to set up Bot rules.

Add chatbot rules for automated responses Set AI bot and chatbot priority for live chat

You can manage multiple bots independently for different use cases or departments.

Manage multiple AI chatbots for different teams

Go to the AI Bots -> Document Sources, Upload document, and click sync documents.

Upload and sync documents for AI chatbot knowledge

Notification for synced documents.

Document synchronization completed successfully

You can access knowledge sources and channels using the smart button.

Access knowledge sources using smart buttons

Knowledge sources list view.

View AI chatbot knowledge sources list

In the bot form view, click on the "Chunks" icon.

Open document chunks from AI bot configuration

It will open document chunks.

View document chunks used by AI chatbot

In the document chunks view, you can configure details.

Configure document chunk details for AI bot

Live chat as per the configured documents.

AI chatbot answering from configured documents

LLM form view, Configure necessary fields and prompts.

Configure LLM prompts and AI model settings

In the AI bots, you can configure the system prompt.

Set system prompt for AI chatbot behavior

Go to the AI Bots, Usage & Limits tab, to configure statistics and rate limits.

Configure AI token usage limits and rate controls

AI Configuration – Conversation History: Set how many past conversations (e.g., 10) the bot remembers to maintain context during a conversation.

Set AI conversation history retention limits

You can set a limit on the number of system actions the AI can perform within a single conversation.

Configure maximum AI actions per conversation

Click the live chat button.

Open AI live chat from website chat widget

Click the "Talk to Human" button to start talking with a human instead of an AI bot.

Switch from AI chatbot to human operator

It shows a message if the operator is busy.

Operator busy message shown in live chat

The operator joined, and after that AI bot will not answer in chat.

Human operator takes over AI chat conversation

Go to the AI Live Chat -> Knowledge Sources.

Open Knowledge Sources menu in AI Live Chat

Knowledge Sources list view.

View knowledge sources list for AI chatbots

Knowledge Sources form view with all necessary configurations.

Configure knowledge source access and settings

Select OpenRouter and enter your OpenRouter API key to enable OpenRouter integration.

Configure OpenRouter API key for AI chatbot

Browse and select from the wide range of AI models available through OpenRouter.

Browse AI models available through OpenRouter

Start chatting using your selected OpenRouter model seamlessly within the AI Chat interface.

Chat using selected OpenRouter AI model

Now we select provider type 'Direct' to use Gemini or OpenAI.

Select Direct provider for Gemini or OpenAI

Chatbot as per configuration.

AI chatbot running with configured provider

Go to the AI Bots -> Document Sources, Select source type "Web URL". Paste the URL, and click sync documents.

Sync website URL as AI chatbot knowledge source

AI bot answers based on the given URL.

AI chatbot answering from synced website content

Go to the AI Live Chat -> AI Models.

Open AI Models menu in AI Live Chat settings

LLM providers list view with default LLM and active options.

View LLM providers with default and active status

Features

heading

AI Dashboard Builder

Create interactive Odoo AI Dashboard with charts, filters, and business insights.

Dashboard Template

Use ready-made Odoo analytics dashboard templates for faster dashboard creation.

Dashboard Creation

Build custom Odoo Intelligent Automation dashboard tailored to your business requirements.

Dashboard Categories

Organize Odoo reporting dashboard(Odoo business intelligence dashboard) into categories for better management and accessibility.

Lock/Unlock Dashboard

Lock dashboards to prevent changes and unlock when edits are needed.

Edit Dashboard

Modify Odoo chart dashboard layouts, widgets, and settings anytime.

Delete Dashboard

Remove unwanted dashboards with a simple delete option.

Export Dashboard

Export dashboard configurations for backup or sharing purposes.

Import Dashboard

Import dashboard configurations and restore dashboards instantly.

Data Filters

Apply dynamic filters to display only relevant dashboard data.

Create Charts

Generate charts from business data with a few simple clicks.

Chart Types (More Than 15)

Choose from 15+ chart types to visualize data effectively.

Theme Customization

Customize dashboard themes to match your company branding.

Edit Chart

Update chart settings, labels, and configurations whenever required.

Delete Chart

Remove charts that are no longer needed from dashboards.

Display Mode

Switch between different display modes for a better viewing experience.

Download Chart

Download charts as files for reporting and presentation purposes.

Import Chart

Import existing chart configurations into your dashboards.

Export Chart

Export chart settings for backup and easy reuse.

Print Chart

Print charts directly for meetings, reports, and documentation.

Multi Company

Manage and view dashboard data across multiple companies.

Current User Filter

Automatically filter dashboard data based on the current user by Odoo process automation.

OpenRouter Integration

Connect OpenRouter to access multiple AI models through a single API.

Smart Access Control

Control dashboard access with role-based permissions and security.

OpenRouter Integration

Select from the wide range of AI models available through OpenRouter.

Chatting using selected OpenRouter model.
AI models through a single API.
Easily switch between models based on use.
AI Dashboard Builder

Create dashboards instantly using AI by selecting models and generating charts automatically.

Enter your requirement in the AI prompt box.
Let AI Process Your request.
Generate a chart in seconds.
Dashboard Template

Automatically get ready-made dashboard templates when you activate apps in Odoo, helping you start analytics instantly.

Install or activate any Odoo app.
The system auto-creates a matching dashboard template.
Select the template while creating the dashboard, and use it immediately.
Dashboard Creation

Create powerful dashboards in seconds with an intuitive, user-friendly interface designed for quick setup.

Launch ready-to-use dashboards.
Customize layouts easily.
Zero complexity setup.
No coding knowledge required.
Dashboard Categories

Organize dashboards into structured categories for easy navigation and better management.

Go to Dashboard → Categories
Create Category.
Manage Category In Dashboard.
Lock/Unlock Dashboard

Protect dashboards from unwanted changes by locking them and unlock anytime for editing.

Prevents accidental edits.
Secure dashboard layout.
Quick toggle control.
Edit Dashboard

Update dashboard layout, charts, and settings easily to keep insights accurate.

Open dashboard.
Click Edit dashboard button.
Modify layout or charts.
Delete Dashboard

Remove unused dashboards quickly to maintain a clean workspace.

Quick removal.
Keeps workspace clean.
Simple management.
Import Dashboard

Use the Import Dashboard feature to upload existing dashboard configurations without manual setup.

Export Dashboard

Use the Export Dashboard option to download dashboard configurations for backup.

Data Filters

Apply filters to display specific data and analyze insights more precisely.

Click the Edit dashboard button.
Add Filters by clicking on 'add a line'.
Save & Close to apply.
Dashboard updated with filter.
Theme Customization

Customize chart appearance by changing colors, themes, and layout settings.

Custom appearance.
Brand matching.
Visual enhancements.
Delete Chart

Remove unwanted charts instantly to keep dashboards clean and organized.

Click the 'Delete' icon on chart.
Press 'Delete' in popup.
Delete successful.
Display Mode

Expand charts to full screen mode for better visibility and detailed analysis.

Better visibility.
Focused analysis.
Improved readability.
Download Chart

Download charts quickly as images for reporting and sharing purposes.

Easy sharing.
Offline access.
Save time.
Import Chart

Use the Import Chart feature to upload saved chart configurations and quickly reuse them in dashboards.

Export Chart

Use the Export Chart option to download chart settings for backup, sharing, or future use.

Print Chart

Print charts directly for physical reports and presentations.

Instant report printing.
Generates clean, report-ready chart.
Supports quick sharing in meetings.
Multi Company Wise Dashboard

View and manage dashboards across multiple companies within a single system.

Supports multiple companies.
Centralized monitoring.
Separate data views.
Current User Filter

Filter dashboard data automatically based on the logged-in user.

User-specific insights.
Automatic filtering.
Improves data relevance and privacy.
Role-Based Access Control

Control dashboard visibility by assigning role-based access permissions.

Secure data control.
Restricted visibility.
Flexible permission management.

Chart Types

heading
Bar Chart

Visualize comparisons and trends clearly using structured bar representations.

Select Bar Chart type.
Choose the fields data.
Click save chart.
Line Chart

Track performance trends over time using smooth line visualization for better business analysis.

Identify growth and decline trends.
Compare multiple datasets clearly.
Pie Chart

Display proportional data distribution with clear visual segments for quick understanding.

Shows percentage contribution.
Best for category breakdown.
Instant share overview.
Doughnut Chart

Display proportional data distribution with easy-to-understand segments.

Select Doughnut Chart type.
Choose the fields data.
Click save chart.
Polar Chart

Analyze cyclical and radial data using dynamic circular axis visualization.

Ideal for pattern analysis.
Unique visual representation.
Advanced analytics view.
Radar Chart

Compare multiple variables across categories using spider-web style visualization.

Multi-metric comparison.
Strategic evaluation support.
Clear category strength view.
Bubble Chart

Visualize three-dimensional data by representing values with varying bubble sizes.

Size-based visual impact.
Ideal for performance mapping.
Interactive insight view.
Scatter Chart

Identify relationships and correlations between two variables with precision.

Correlation analysis.
Detect trends & outliers.
Research & analytics friendly.
Funnel Chart

Track progressive stages in processes like sales pipelines or lead conversions.

Visualize conversion stages.
Analyze drop-off rates.
Sales performance tracking.
Radial Chart

Show performance levels in circular progression format for compact insight display.

Circular performance view.
Clean progress visualization.
Dashboard friendly design.
Meter Chart

Measure performance levels against targets using speedometer-style visualization.

Target vs actual comparison.
Instant performance status.
Executive summary view.
Hierarchy Chart

Display structured relationships and organizational data in tree format.

Organizational structure view.
Clear data hierarchy.
Structured reporting.
Combo Chart

Combine multiple chart types in a single visualization for advanced comparison.

Multi-metric comparison.
Flexible analytics.
Advanced reporting tool.
KPI Chart

Highlight key performance indicators with focused metric visualization.

Real-time value tracking.
Target performance monitoring.
Clear progress mapping.
Timeline Chart

Visualize events and progress across a time-based sequence.

Chronological data view.
Milestone monitoring.
Fast analytics.
Odoo View Chart

Generate charts directly from Odoo views without manual data configuration.

Create a blank dashboard.
Open odoo view.
Click 'Add to dashboard'.

Changelog

Track every update, fix, and new feature released for this module.

Version 18.0.4.0.0 | Released: 11th June 2026 NEW

All in One AI OCR Bundle Feature Added.

AI Insight Assistant - Added LLM Reasoning Effort Selection Feature.


Version 18.0.3.0.0 | Released: 22nd May 2026 NEW

AI Insight Assistant - Added Mini AI Chat Window Feature.

AI Insight Assistant - Added Folder-Based Chat Management Feature.

AI Insight Assistant - Added AI Voice Prompt Feature.

MCP server for Odoo - Supports MCP for Multiple LLMs and Local Agents.

AI Dashboard Studio - Added OpenRouter Integration Feature.


Version 18.0.2.0.0 | Released: 21st April 2026 NEW

Flow Builder - Your Processes, On Autopilot.

AI Recruitment Assistant - Smarter Hiring Decisions.

MCP Server Integration - Connect, Control, Automate Odoo.


Version 18.0.1.0.0 | Released: 31st March 2026

Initial Release.

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Aug 2024

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Our Apps Our Themes
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Discuss (mail)
Community Apps Dependencies Show
AI Base
Lines of code 86012
Technical Name sh_ai_bundle
LicenseOPL-1
Websitehttps://www.softhealer.com
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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