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  1. APPS
  2. Productivity
  3. AI Assistant Integration v 19.0
  4. Sales Conditions FAQ

AI Assistant Integration

by Said YAHIA https://www.linkedin.com/in/saidyahia
Odoo

$ 129.01

v 19.0 Third Party
Apps purchases are linked to your Odoo account, please sign in or sign up first.
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • CRM (crm)
• Contacts (contacts)
• Discuss (mail)
• Invoicing (account)
• Purchase (purchase)
• Sales (sale_management)
• Calendar (calendar)
Lines of code 1829
Technical Name ai_assistant_integration
LicenseLGPL-3
Websitehttps://www.linkedin.com/in/saidyahia
Versions 15.0 16.0 17.0 18.0 19.0
You bought this module and need support? Click here!
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • CRM (crm)
• Contacts (contacts)
• Discuss (mail)
• Invoicing (account)
• Purchase (purchase)
• Sales (sale_management)
• Calendar (calendar)
Lines of code 1829
Technical Name ai_assistant_integration
LicenseLGPL-3
Websitehttps://www.linkedin.com/in/saidyahia
Versions 15.0 16.0 17.0 18.0 19.0
AI Assistant Integration for Odoo — Multi Provider Free AI Chat
AI Assistant Integration

Your AI Co-worker
Everywhere in Odoo

Chat with 8 AI providers — including free ones that need zero API key — directly from CRM, Sales Orders, Purchase Orders, Invoices, Contacts, and Helpdesk. Full conversation history saved to the Chatter.

★ Compatible with Odoo Community & Enterprise
CRM / Opportunities
Sales Orders
Purchase Orders
Invoices
Contacts
Helpdesk Tickets
AI Assistant settings block in Odoo General Settings sidebar — alongside CRM, Sales, Purchase

AI Assistant appears as its own block in General Settings — right alongside CRM, Sales, and other native Odoo apps

Core Features

Everything you need, nothing you don't

One module. Eight AI providers. Embedded wherever you already work in Odoo.

💬

Chat from any record

Open an AI chat dialog from CRM leads, Sales Orders, Purchase Orders, Invoices, Contacts, or Helpdesk tickets — without leaving the page.

🧠

Context-aware answers

The AI sees the current record's data in its first message — so it already knows the order lines, amounts, customer, status, and more.

📌

Save to Chatter

One click posts the full AI conversation as a formatted note in the record's chatter — visible to the whole team, forever.

🔍

AI reviews your documents

Ask AI to check your invoice for errors, review a PO for duplicate lines, summarize a sales order, or suggest next steps on a lead.

🆓

Free providers included

OVHcloud and OllamaFreeAPI need zero API key and zero signup. Groq and Gemini offer generous free tiers — no credit card required.

⚙️

8 AI providers

Switch between Groq, Gemini, OVHcloud, OllamaFreeAPI, HuggingFace, OpenRouter, Anthropic Claude, and OpenAI from a single settings page.

🔄

Multi-turn conversations

Keep the context alive across multiple messages. Start a new chat or continue an existing thread — full history stored in Odoo.

🔒

Role-based access

Separate user and manager security groups. Configuration is locked to admins; any user can open a chat dialog on any record.

AI Assistant chat from a CRM lead opportunity in Odoo

AI chat on a CRM opportunity — asks what data is missing from the lead

AI Assistant chat from a Contact record in Odoo

AI chat on a Contact — validates phone number, suggests corrections

Financial Documents

AI that reads your orders and invoices

The AI is injected with the full document context — order lines, amounts, taxes, vendor, status — so you can ask it to review, validate, summarize, or flag issues instantly.

On a Sales Order: summarize for a customer email, check margin, spot missing info.
On a Purchase Order: catch duplicate lines, verify tax calculation, review vendor terms.
On an Invoice: confirm amounts, check payment status, draft a reminder message.

AI Assistant reviewing a Sales Order in Odoo — summarizing order lines and totals

Sales Order — AI summarizes lines, amounts & flags issues

AI Assistant reviewing a Purchase Order in Odoo — detecting duplicate lines and tax errors

Purchase Order — AI spots duplicate lines & tax discrepancies

AI Assistant reviewing a Customer Invoice in Odoo — checking amounts and payment state

Invoice — AI checks amounts, due dates & payment state

Chatter Integration

Save every AI conversation to the record

Click Save to Chatter and the full conversation — with provider name, model, and every message — is posted as an internal note on the record. The whole team sees it. No conversation is ever lost.

AI conversation saved as a formatted chatter note in Odoo Contacts

Conversation saved to the Chatter — complete with provider (groq), model (llama-3.1-8b-instant), and full message thread

Conversation Records

Full history — always in your Odoo database

Every conversation is a native Odoo record under AI Assistant → Conversations. Filter by provider, model, user, or linked document. Nothing ever leaves to a third-party dashboard.

AI Conversation form view in Odoo showing document type, provider, model and message log

The AI Conversation form — Document Type, provider, model, message count, and full inline message log

Workflow

Up and running in 3 minutes

1

Install & pick your provider

Go to General Settings → AI Assistant. Select a provider. For OVHcloud or OllamaFreeAPI: done — no key needed. For Groq or Gemini: paste a free key (no credit card). For OpenAI or Claude: paste your paid key.

2

Open any record and click "Ask AI"

The Ask AI stat button appears on CRM leads, Sales Orders, Purchase Orders, Invoices, Contacts, and Helpdesk tickets. The chat dialog opens with the record's data already loaded as context.

3

Ask anything — the AI already knows the record

With "Include record context" toggled on, the AI sees all fields of the current document. Ask it to check for errors, summarize, draft a reply, flag missing data, or suggest the next action.

4

Save to Chatter — share with your team

Click Save to Chatter to post a formatted transcript as an internal note. It's linked to the record, visible to the team, and searchable forever inside Odoo.

8 AI Providers

Pick your AI — change it any time from settings

OVHcloud FREE — No Key

Anonymous tier, 2 req/min. Zero signup. Works immediately after install.

OllamaFreeAPI FREE — No Key

Public managed Ollama gateway. Models: llama3, mistral, gemma, phi3.

Groq Free Key

1,000+ req/day free. Fastest AI inference. No credit card required.

→ Get free key: console.groq.com/keys
Google Gemini Free Key

1,500 req/day on free tier. No credit card required.

→ Get free key: aistudio.google.com/app/apikey
OpenRouter Free Key

Access 50+ models. Use :free suffix for zero-cost models.

→ Get key: openrouter.ai/keys
HuggingFace Free Key

Free Inference API. Hundreds of open-source models.

→ Get token: huggingface.co/settings/tokens
Ollama (Local) Local — No Key

Run any model 100% offline on your own server. Full data privacy.

→ ollama.com
Anthropic Claude Paid Credits

claude-haiku, claude-sonnet, claude-opus. Requires a paid API plan.

→ Get key: console.anthropic.com
OpenAI Paid Credits

gpt-4o-mini, gpt-4o, gpt-3.5-turbo. Requires a paid OpenAI account.

→ Get key: platform.openai.com/api-keys
Everything Included

Complete feature list

  • AI chat on CRM leads & opportunities
  • AI chat on Sales Orders
  • AI chat on Purchase Orders
  • AI chat on Customer & Vendor Invoices
  • AI chat on Contacts (res.partner)
  • AI chat on Helpdesk tickets (optional)
  • 8 AI provider integrations in one module
  • Free providers — zero key, zero signup
  • Context-aware: record data injected into AI
  • Multi-turn conversations with full history
  • Save conversation to record Chatter
  • Stat button with conversation count per record
  • Standalone AI Conversation form & list view
  • AI Assistant menu with Conversations history
  • Configurable max response tokens
  • Configurable default system prompt
  • AI Assistant block in General Settings sidebar
  • Separate manager & user security groups
  • Works on Odoo Community — no Enterprise needed
  • Works on Odoo Enterprise with no conflicts
  • All data stays in your Odoo database
  • No external dashboard or third-party UI required

Start using AI inside Odoo today

Install in minutes. Free providers work immediately — no API key, no signup, no credit card. Switch providers any time from settings.

🆓 Free providers available
🏢 Community & Enterprise
📋 6 document types
🤖 8 AI providers
🔒 Data stays in Odoo
Keywords: AI assistant Odoo | free AI provider Odoo | multi provider AI Odoo | ChatGPT Odoo integration | Groq Odoo | Gemini Odoo | Claude AI Odoo | AI CRM Odoo | AI sales order Odoo | AI invoice Odoo | AI purchase order Odoo | AI contact Odoo | AI helpdesk Odoo | free AI no credit card Odoo | Ollama Odoo | OpenAI Odoo | HuggingFace Odoo | OpenRouter Odoo | OVHcloud Odoo | AI chatter Odoo | context aware AI Odoo | AI conversation history Odoo | artificial intelligence Odoo module | LLM Odoo | AI productivity Odoo | Odoo AI community edition | multi-model AI Odoo | AI document review Odoo | AI check invoice Odoo | AI review purchase order Odoo | AI chat on sales orders Odoo | free AI assistant Odoo ERP | AI integration no credit card Odoo

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