$ 200.00
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Contacts (contacts)
• Discuss (mail) • Invoicing (account) • Purchase (purchase) |
| Lines of code | 61679 |
| Technical Name |
pragmatic_odoo_whatsapp_integration_ai |
| License | OPL-1 |
| Website | http://pragtech.co.in |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Contacts (contacts)
• Discuss (mail) • Invoicing (account) • Purchase (purchase) |
| Lines of code | 61679 |
| Technical Name |
pragmatic_odoo_whatsapp_integration_ai |
| License | OPL-1 |
| Website | http://pragtech.co.in |
Compatible with v19
Automate sales via WhatsApp AI
The WhatsApp AI agent connects your Odoo ERP directly to WhatsApp, allowing customers, sales
teams and internal users to interact with real-time business data through simple chat
conversations.
Users can check live order and invoice status, verify product availability and create or modify sales orders directly from WhatsApp without logging into the ERP. The agent securely retrieves information from Odoo and helps handle routine operational requests instantly.
From tracking deliveries to updating order quantities or reviewing past invoices, this integration brings core order management workflows into a platform your teams and customers already use daily, reducing manual workload while enabling faster, 24/7 responses through chat.From chat to confirmed order, instantly.
Why your business needs this AI agent
PO, SO & Invoice status display New
Users can check real-time status of Purchase Orders, Sales Orders and Invoices including delivery and receipt details directly through WhatsApp. This reduces "Where is my order?" support tickets and ensures your team has the latest data for decision-making without ever leaving the chat interface.
Product details display with quantity New
Displays product info and available stock, verifying existence in the ERP before processing. This prevents overselling and costly stockouts. By giving your sales team (and customers) live inventory data, you ensure every transaction is accurate and fulfillable.
Sales order creation New
Enables users to generate new sales orders by selecting customer details and products via WhatsApp. This feature accelerates the sales cycle. Your team can close deals and enter them into the system while still on the call or in the field, leading to faster fulfillment and better cash flow.
Sales order modification New
Allows updates to product quantities, addition or removal of items or changes to customer and order details before confirmation. Enhances operational agility. Mistakes are corrected in seconds rather than minutes, reducing the administrative back-and-forth between the sales and warehouse teams.
Sales order cancellation New
Provides the ability to cancel confirmed or draft orders while maintaining proper workflow control. This ensures data integrity. You maintain a clean database and an accurate audit trail, preventing shipping errors on cancelled requests and keeping your inventory records precise.
Sales order product knowledge New
Fetches product-related information within an order to help users review order contents and associated product data quickly. Further, it empowers your team with expert knowledge. Any user can act as a product specialist, providing high-quality information that builds customer trust and reduces order errors.
Customer self-information search New
Customers can independently check past orders, invoices and account details through WhatsApp. This shifts your support team from data look-up to problem-solving. By empowering customers to help themselves, you lower operational costs and provide a superior, modern customer experience.
Round-the-clock virtual assistance
The AI agent stays active even when your team isn’t, handling inquiries 24/7. You never miss a lead or a customer query, ensuring global availability without increasing your support payroll.
Live access to core business data
The app pulls real-time data directly from your Odoo backend — including PO, SO and Invoice statuses — eliminating data silos and ensuring everyone works from a single source of truth.
Intelligent automated responses
Beyond simple chatbots, this AI understands context to provide accurate answers about products, pricing and availability, reducing resolution time and keeping customers engaged.
Workflow automation & efficiency
Users can create, modify and confirm sales orders directly through chat, reducing manual workload and allowing your sales team to focus on high-value closing.
Enhanced customer self-service
Customers can securely search their account details, order history and payment status via WhatsApp, creating a modern frictionless experience while reducing support workload.
Installation
Install the Whatsapp all-in-one dashboard first, and then install the Pragtech WhatsApp module.
Configuration
Configure OpenAI here:
Add OpenAI key here in configuration & click the button test connection.
Workflow
1. PO, SO & Invoice Status Display
This feature provides real-time visibility into the status of Purchase Orders (PO), Sales Orders (SO), and Invoices. Users can track whether an order is in draft, confirmed, delivered, partially delivered, or fully paid. It also displays delivery and receipt details, giving complete transparency into the order lifecycle from creation to final settlement.
2. Product Details Display with Quantity
The system displays comprehensive product information, including product name, price, and available stock quantity. It also verifies whether the product exists in the system before processing any transaction. This ensures accurate order placement, avoids stock conflicts, and prevents errors caused by missing or inactive products in the database.
3. Sales Order Creation
Users can create new sales orders by selecting customer details and adding products with required quantities.
4. Sales Order Modification
This feature allows users to update existing sales orders before final confirmation or processing. Users can modify product quantities, add or remove products. This flexibility ensures accuracy and reduces the need for order cancellation due to minor changes.
5. Sales Order Confirmation & Cancellation
This feature enables users to confirm a sales order once all details such as customer information, products, pricing, and quantities are verified. Upon confirmation, the system proceeds with the next workflow steps such as delivery processing and invoice generation.
Additionally, users can cancel sales orders when required due to changes in customer requirements, stock issues, or incorrect entries. The system ensures proper workflow control, maintains data integrity, and keeps a record of cancelled orders for audit and tracking purposes.
6. Sales Order Product Knowledge
The system intelligently retrieves and displays product-related details within a sales order. It provides quick access to product specifications, pricing, availability, and order history. This helps users make informed decisions and improves response time when handling customer queries related to orders.
7. Customer Self-Information Search
Customers can access and review their own account-related information, such as previous orders, invoices, payment status, and contact details. This self-service capability reduces dependency on support teams and enhances customer experience by providing quick and transparent access to relevant information.
WhatsApp AI sales order automation in Odoo 19 | Create & manage orders via chat
Empower businesses through intelligent, cost-effective solutions
Modern businesses face complex challenges. Our Odoo apps are designed to turn those challenges into opportunities - making your workflows intuitive, efficient and scalable. Crafted to make your business run smoother, faster and smarter.
Experience the difference of solutions built for real business needs, not just features.
Yes. The module provides real-time visibility into Purchase Orders, Sales Orders and Invoice statuses. Users can track whether documents are in draft, confirmed, partially delivered, delivered, partially paid, or fully paid, ensuring complete transparency throughout the order lifecycle.
Yes. The system displays detailed product information, including product name, price, and available quantity. It also verifies whether the product exists and is active in the system before allowing transactions, helping to prevent stock conflicts and data errors.
Absolutely. Users can create new Sales Orders by selecting customer details and adding products with the required quantities. The process is simple, structured, and aligned with standard Odoo workflows.
Yes. Sales Orders can be updated before final confirmation. Users can modify quantities, add or remove products, ensuring flexibility and reducing the need for cancellations due to minor adjustments.
Yes. Users can confirm Sales Orders once all details are verified. After confirmation, the system proceeds with delivery and invoicing workflows.
WhatsApp AI - Smart Automation
One-time Setup | 90 Days Support | Multilingual Compatibility
What's included in this
User Manual for Easy Onboarding
90 Days Support (Monday to Friday, 10 AM – 7 PM IST)
One-Time Setup for Seamless Integration
We support for English / French / Spanish at an additional cost
Works & tested on standard installations of Odoo with no third party apps
Free support only for odoo installations with no third party apps
Paid support availaible for Odoo installations with third party apps.
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Odoo Dedicated Resources
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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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