| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
Discuss (mail)
|
| Lines of code | 4302 |
| Technical Name |
oe_ai_chatbot |
| License | OPL-1 |
| Website | https://odooerp.ae/ |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
Discuss (mail)
|
| Lines of code | 4302 |
| Technical Name |
oe_ai_chatbot |
| License | OPL-1 |
| Website | https://odooerp.ae/ |
Important notice â data and responsibility
This module is built around read-only exploration of your database: it blocks many dangerous SQL patterns and applies safeguards. However, no automated system can offer an absolute guarantee that generated or executed queries will never affect or expose your data in ways you do not intend (for example due to model changes, edge cases, or future customizations). Use is at your own risk and discretion. We recommend testing on a copy of your database, restricting access to trusted users, reviewing AI-generated SQL when in doubt, and following your organisationâs security and compliance policies.
Key Features
Natural language questions, safe read-only SQL, chat sessions, charts, and exports
AI Insights chat
Full-page assistant under AI Insights → Chat: ask in any language, see answers with tables, optional analysis, and SQL you can inspect—without leaving Odoo.
Multi-provider AI
Connect Claude (Anthropic), GPT (OpenAI), or Gemini (Google) from settings; pick the model that fits your budget and latency needs.
Read-only SQL pipeline
Generated SQL is validated for safety (no writes, sensible limits, schema checks). Results are shown as a grid with row count and execution time.
Conversation memory
Sidebar lists your chat sessions; start new threads, reopen old ones, delete chats or individual turns, and resend a question when you want a fresh model reply.
Charts & exports
When data fits a chart, toggle bar, line, pie, or doughnut views. Download CSV, Excel (if the server library is installed), PDF, or a chart PDF after opening the chart.
Schema & confidence controls
Managers choose how much installed-model schema is sent to the AI, cap prompt size, set minimum confidence before running SQL, and enable stricter column/table validation for higher trust.
Saved query records
Each run can be stored as an AI Data Query with chatter, status, detected language, provider, formatted SQL, errors, and links—useful for audits or sharing with colleagues.
Guided examples
Starter chips suggest realistic business questions (sales, stock, receivables) so new users learn how to phrase requests for clearer SQL and faster answers.
Roles & multi-company
AI chat user versus AI chat manager groups separate daily use from API and schema settings. Record rules keep sessions and queries within the user’s companies.
AI Insights chat
Results, analysis & SQL
Charts & exports
AI provider settings
Access groups
User guide â AI Insights
Install the app, add API keys (managers), assign groups, then open AI Insights â Chat to ask questions in natural language. Ask your server administrator to install the Python packages listed in the moduleâs requirements.txt file if they are not already on the host.
1. Install and open
- Go to Apps, remove the Apps filter, search AI Insights (or the technical module name), and click Activate / Install.
- Ensure server Python dependencies are installed (sqlparse, langdetect; xlsxwriter optional for Excel export).
- Open AI Insights â Chat from the main menu once your user has the AI chat user group.
2. Configure providers (managers)
- Go to AI Insights â Configuration â Settings (requires AI chat manager).
- Choose AI Provider and paste the API key for Claude, OpenAI, or Gemini; select the model name from the dropdowns.
- Adjust Schema sent to AI (full vs core tables), size limits, minimum confidence, and strict validation to match your environment and risk tolerance.
- Click Save on the settings screen.
3. Use the chat
- Type a business question in your own language; press Enter to send (Shift+Enter for a new line).
- Use the sidebar to start a New chat, switch sessions, or delete a conversation.
- When the assistant returns data, expand Show AI Analysis or Show SQL as needed; use export buttons for CSV, Excel, or PDF.
- For chart-friendly results, open Chart, change the chart type if you like, and optionally export Chart PDF while the chart is visible.
4. Who can do what
- AI chat user: use chat, exports, and own sessions and query records.
- AI chat manager: same as user, plus global AI and schema settings.
- Ask an administrator to grant groups under Settings â Users if menus are missing.
5. Saved queries
- Important interactions create AI Data Query records with reference, status, SQL, and messagesâuseful for audit or support tickets.
- Managers can open technical menus or list views depending on how your integrator exposed them; the primary day-to-day entry point is the chat client action.
6. If responses are slow or time out
- Try a smaller schema scope or a faster model in settings.
- Very large databases may need higher reverse-proxy timeouts; involve your hosting team if the browser reports connection loss.
Frequently Asked Questions
1. What does AI Insights do?
2. Which AI providers are supported?
3. Is the generated SQL safe?
4. Why is Excel export disabled or failing?
5. Can I delete or resend a message?
7. Is multi-company supported?
Module Support & SLA
Standard response time (SLA) for support queries is typically 1 to 2 working days.
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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