Step 1

Install the AI Agent module in your Odoo instance.

Step 2

Configure your OpenAI API key in Settings > AI Agent.

Step 3

Select a model and adjust temperature and system prompt settings.

Step 4

Start chatting with Ava in Discuss to execute business actions.

Sales Operations

• Create, read, update, open, and delete Sales Orders via chat.
• Read sales orders by product to quickly answer follow-up questions.
• Apply confirm/cancel order state updates with proposal review.

Purchase Operations

• Create, read, update, open, and delete Purchase Orders from Discuss.
• Resolve vendors and products by ID, name, or reference.
• Support line-level edits and state transitions with confirmation.

Activities and Follow-ups

• Create activities on records such as Sales Orders, Purchase Orders, and Contacts.
• Assign by user name or user ID and set due dates naturally from chat context.
• Use proposal-based approval before activity creation when required.

Governance and Insights

• Review AI action proposals before execution to reduce operational risk.
• Track token usage and estimated API cost by date, user, and model.
• Use list, pivot, graph views, and dashboard widgets for usage monitoring.

WhatsApp

Email