| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
Discuss (mail)
|
| Lines of code | 482 |
| Technical Name |
smart_mail_template |
| License | OPL-1 |
| Website | https://amadio.io |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
Discuss (mail)
|
| Lines of code | 482 |
| Technical Name |
smart_mail_template |
| License | OPL-1 |
| Website | https://amadio.io |
Smart Email Template Selector
Surface the right email template at the right moment — the Odoo mail composer now surfaces your top 5 most relevant templates, ranked by context.
The Challenge
Why organizations need Smart Email Template Selector
Organizations with dozens of email templates find staff scrolling through an unordered list every time they compose. The right template gets buried under noise.
Without context-aware surfacing, users grab the nearest template that looks right — leading to wrong salutations, wrong products, wrong calls to action.
Standard Odoo doesn't track which templates work best in which contexts. Every user starts from scratch each time.
What Smart Email Template Selector Does
Six capabilities built specifically for this problem
Context-Aware Ranking
When opening the mail composer, the system evaluates the current model (sale.order, crm.lead, etc.) and stage to rank templates by relevance.
Usage Learning Engine
Each time a template is selected, the usage count updates. Popular templates in each context automatically rise to the top over time.
Stage-Sensitive Suggestions
A template rule can specify that certain templates only surface when a record is at a particular stage — e.g., follow-up templates only appear when a lead is in 'Qualified'.
One-Click Selection
Top 5 relevant templates appear immediately when the composer opens — no searching, no scrolling. Click to apply.
Admin-Configurable Rules
IT or power users can create smart.mail.template.rule records to fine-tune which templates surface for which models and stages.
Works Across All Models
Sales orders, CRM leads, purchase orders, invoices, helpdesk tickets — any model that uses the Odoo mail composer benefits automatically.
How It Works
Operational in minutes — not weeks
Configure Template Rules
In Email → Smart Template Rules, define which templates are relevant for which models and stages. Set a priority weight for initial ranking.
Compose as Normal
Open the mail composer on any record. Your top 5 relevant templates appear instantly in the suggestion panel — no searching required.
System Learns Over Time
As users select templates, the usage tracking updates. The most-used templates in each context automatically rank higher for the whole team.
Perfect For
Industries and organizations that rely on Smart Email Template Selector
Sales Teams
Reps composing outreach, follow-up, and proposal emails always see the right template for the deal stage — without hunting through a library of 50+ templates.
Customer Support
Support agents see templates relevant to the ticket type and current status — resolution templates, escalation notices, and satisfaction surveys surface at the right moment.
Operations Teams
Purchasing, logistics, and AR teams sending supplier confirmations, shipping notices, and overdue payment reminders always get the right starting point.
Technical Specifications
Compatibility and deployment details
| Odoo Version | 18.0 |
|---|---|
| Platform | Odoo.sh & On-Premise |
| License | OPL-1 |
| Author | AMADIO |
| Support | info@amadio.io |
| Website | amadio.io |
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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