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AI Agent - Field RAG Sources

by
Odoo

$ 56.92

v 19.0 Third Party
This module requires Odoo Enterprise Edition.
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • AI (ai_app)
• Discuss (mail)
Lines of code 1003
Technical Name ai_agent_field_rag
LicenseOPL-1
Websitehttps://codemarchant.com
You bought this module and need support? Click here!
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • AI (ai_app)
• Discuss (mail)
Lines of code 1003
Technical Name ai_agent_field_rag
LicenseOPL-1
Websitehttps://codemarchant.com

AI Agent - Field RAG Sources

Turn Any Odoo Model Field Into AI Agent Knowledge

Overview

Seamlessly extends Odoo 19's built-in AI Agent with a new source type for Retrieval-Augmented Generation (RAG) powered by your own business data.

This module integrates directly into Odoo 19's native AI Agent framework, adding a new "Model Field" source option alongside the existing URL and file upload sources. Select any model's text, char, or HTML fields and automatically index them as AI agent sources — no external tools or complex setup required.

Whether it's project task descriptions, helpdesk ticket content, CRM notes, or any custom model data — transform your Odoo records into a searchable knowledge base that your AI agents can query naturally.

Each record becomes its own source with a structured semantic header including record type, ID, name, and configurable context fields. This enables powerful queries like "tasks assigned to John", "high priority tickets", or "project Alpha notes".

How It Works

1
Add Model Field Source

From your AI Agent, click "Add a Source" and select "Model Field"

2
Configure Source

Select model, content field, optional context fields, and filter domain

3
Automatic Indexing

One source per record is created and indexed for vector search

4
Query with AI

Ask your AI agent questions — it retrieves relevant records automatically

Seamless Integration with AI Agent

A new "Model Field" option appears in the Add Source wizard

Add Source wizard showing Model Field option

The "Add a Source" wizard with new Model Field option

Intuitive Configuration Dialog

Select your model, content field, filter domain, and context fields in one place

Model Field configuration dialog

Configuration dialog: Name, Model, Content Field, Filter Domain, and Context Fields

Source Configuration
  • Name: Descriptive name for this configuration
  • Model: Any Odoo model (Task, Lead, Ticket, etc.)
  • Content Field: Text, Char, or HTML field to index
  • Filter Domain: Optional filter to select specific records
Context Fields
  • Add fields like stage, assignee, priority, dates
  • Context is prepended to main content in each source
  • Enables queries like "tasks assigned to John"
  • Record ID and name are automatically included

Smart Record Count Guidance

Real-time feedback helps you create focused, effective RAG datasets

Under 100 Records

Ideal for focused, high-quality retrieval

100-500 Records

Consider adding filters for better relevance

Over 500 Records

Large datasets may reduce retrieval accuracy

One Source Per Record

Each matching record becomes its own indexed source for semantic isolation

Sources list showing created sources from configuration

Sources list: 22 records from the configuration, showing indexed and failed statuses

Why One Source Per Record?
  • Semantic Isolation: Each record is embedded separately for precise matching
  • Granular Updates: When a record changes, only that source is re-indexed
  • Source Attribution: AI responses cite specific records, not bulk content
  • Failed Status: Records without content in the selected field are marked as failed

Structured Content for Optimal Search

Each source includes a semantic header with record metadata and context fields

Source attachment showing structured content with context fields

Source attachment: Record Type, ID, Name, Context Fields, then Main Content

Automatic Header
  • Record Type: Model display name (e.g., "Task")
  • Record ID: Database ID for precise lookups
  • Name: Record's display_name
Context Fields
  • Your selected fields (stage, assignee, priority, etc.)
  • Many2one fields show display_name
  • Dates, numbers, and booleans are formatted as text

Natural Language Queries with RAG

Ask questions and get answers grounded in your Odoo data

AI Agent chat with RAG sources in response

AI Agent responding to a question with information from indexed sources

Opened RAG source showing indexed content

Clicking a source citation opens the indexed attachment content

"What are the layout plans for the office design project?"

"Show me tasks assigned to John in the new website project"

"What are the high priority tickets about billing?"

"Summarize the CRM notes for customer ACME Corp"

"What was discussed in ticket #1234?"

"Find tasks related to database migration"

Full Configuration Management

View and manage your Field RAG configurations from a dedicated form view

Field RAG Configuration form view

Configuration form: Sync button, statistics, context fields, domain filter, and sources list

Manual Sync
  • Sync Now: Immediately detect and sync changes
  • Creates sources for new matching records
  • Removes sources for records no longer in domain
  • Re-indexes sources with changed content
Statistics
  • Matching Records: Current domain match count
  • Created Sources: Total sources from this config
  • Indexed Sources: Successfully embedded sources
  • Last Sync: When sync last ran

Automatic Synchronization

Keep your AI knowledge base up-to-date with scheduled sync

AI Field RAG Auto Sync scheduled action

Scheduled Action: "AI Field RAG: Auto Sync Sources" runs hourly by default

Auto Sync Features
  • Runs hourly by default (configurable)
  • Detects new records matching domain
  • Removes sources for deleted/excluded records
  • Re-indexes sources when content changes
  • Toggle per-configuration via "Auto Sync" setting
  • Triggered by AI Field RAG: Auto Sync Sources

Key Features

Any Model, Any Field

Select from any Odoo model with text, char, or HTML fields. Project tasks, helpdesk tickets, CRM leads, custom models — all supported.

Domain Filtering

Use Odoo domain syntax to select exactly which records to index. Filter by project, stage, date, assignee, or any field.

Context Fields

Enrich sources with metadata like stage, assignee, priority, or dates. Enables queries like "tasks assigned to John" or "urgent tickets".

Automatic Sync

Hourly scheduled action detects new, changed, and removed records. Keep your AI knowledge base current without manual intervention.

Per-Record Sources

Each record becomes its own indexed source for semantic isolation. AI responses cite specific records, not bulk content.

HTML Extraction

HTML fields are automatically processed to extract clean text content. Works with rich text editors, email content, and formatted descriptions.

Use Cases

Project Task Descriptions

Index task descriptions from specific projects. Ask your AI agent about task details, progress, or blockers mentioned in descriptions.

Helpdesk Knowledge Base

Turn resolved ticket content into searchable knowledge. AI agents can find solutions from past tickets matching new issues.

CRM Lead Notes

Index internal notes and communications on CRM leads. Query customer history, preferences, and past interactions.

Sale Order Notes

Make sale order notes and terms searchable. Find specific customer requirements or special instructions.

Documentation & Wiki

Index knowledge base articles, wiki pages, or documentation records. Create an AI-powered documentation assistant.

Custom Models

Works with any custom model that has text fields. Turn proprietary business data into AI-searchable knowledge.

Optimized for Semantic Search

Structured headers enable powerful, natural language queries

Query by Record Type

"Find project tasks about..." matches Record Type: Task

Query by Record ID

"What is task 123?" matches Record ID: 123

Query by Name

"Details on 'Website Redesign'" matches the record name

Query by Assignee

"Tasks assigned to John" (if user_id is context field)

Query by Priority

"High priority tickets" (if priority is context field)

Query by Stage

"Tasks in Done stage" (if stage_id is context field)

Technical Details

Extends ai.agent.source

New source type 'field_rag' with dedicated processing logic

Hourly Scheduled Action

Cron job syncs all configurations with auto_sync enabled

HTMLExtractor

Uses Odoo's built-in HTMLExtractor for clean text extraction

Efficient Updates

Write date tracking skips unchanged records during sync

Requirements

Dependencies
  • base — Odoo core
  • ai — Odoo AI module
  • ai_app — Odoo AI App module
Compatibility
  • Odoo 19 Community & Enterprise
  • Requires Odoo AI modules (ai, ai_app)

Support

We're here to help you get the most from your AI-powered Odoo.

Email Support

support@codemarchant.com

Website

codemarchant.com

Transform Your Odoo Data Into AI Knowledge

Install the AI Agent Field RAG module and give your AI agents access to your business data.

AI Agent - Field RAG Sources

This module extends Odoo 19's AI Agent with a new source type that allows indexing content from any model's text, char, or HTML fields for RAG (Retrieval-Augmented Generation).

Features

  • Add model field content as AI agent sources
  • Support for text, char, and HTML fields
  • Domain filtering to select specific records
  • Context fields for enriched semantic search
  • Automatic sync via scheduled action
  • Per-record source creation for semantic isolation

Dependencies

  • base
  • ai
  • ai_app

Changelog

Version 19.0.1.0.0

  • Initial release
Odoo Proprietary License v1.0

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