01 After installing the module, the AI Dashboard app appears directly on your home screen, giving you quick and easy access to all AI features and configuration options from one place.

02 From the Configuration menu, you can set up your ChatGPT API key and select the LLM model you want to use. The system supports multiple model options including GPT-4.1, GPT-4.1 Mini, GPT-5, GPT-5 Mini, GPT-5.4, and GPT-5.4 Mini, so you can choose the model that best fits your business needs.

03 The AI Dashboard gives you a central view of all available AI features. Each feature card shows its name, a short description of what it does, and its current status. The Product Alternate & Accessory feature analyses your product catalog and lets AI recommend the best alternatives and accessories for each product. You can click the Review button on any card to open its full workflow, or click Logs to view its past run history. In that we also have the button for the Active and inactive to make the cron active dynamically from here only.

04 When you open the Product Alternate & Accessory Card, you are presented with a clean 6-step workflow — About This Module, Business Info, Selected Products, Configuration, Data Preview & Run AI, and Review & Apply. The status bar at the top shows how many products are currently selected and whether the AI analysis has been run, giving you a live summary of your session at all times.

05 Step 1 gives you a complete overview of what the AI Product Alternate & Accessory Linking feature does and how it works. It automates product relationship management inside your system using Artificial Intelligence. The feature works across four key areas — AI Powered analysis of your product catalog, suggesting Alternatives that customers would buy instead, suggesting Accessories that customers buy together, and using Sales History as the strongest matching signal. The How It Works section shows the five steps involved: Select Products, Configure Settings, Run AI Analysis, Review Results, and Apply.Once you have reviewed this information, click Next to proceed.

06 Step 2 allows you to provide a description of your business so the AI can generate smarter and more relevant suggestions. Providing this context helps the AI understand your industry, predict what your customers actually need, and filter out suggestions that do not fit your catalog. They Describe Your Business, where you can write a short description of your company and what you sell. The section also guides you on what to include for best results, such as your industry or business type, types of products you sell, who your typical customers are, and any special catalog characteristics.

07 Step 3 allows you to select the products you want the AI to analyse. You can either search for products individually by typing in the search field, or you can bulk import products by uploading an Excel file with an Internal Reference column using the Choose File button. A Reference Template is also available to download so you know exactly how the import file should be formatted. A Select All button is available if you want to run the analysis across your entire product catalog at once.

Once products are selected, they appear as tags at the top of the search area and the status bar updates to show the total number of products selected. A dropdown checkbox list shows all available products with checkmarks against the selected ones, making it easy to add or remove products before proceeding. A Deselect All button appears allowing you to clear all selections and start fresh if needed.

08 Step 4 allows you to configure exactly how the AI should run its analysis. The Suggestion Type dropdown lets you choose between generating Both alternatives and accessories, Alternatives only, or Accessories only depending on your requirement. You can also set the Maximum Suggestions per Product and the Minimum Confidence level.

The Minimum Confidence dropdown gives you three levels of control over the quality of suggestions — All which includes high, medium, and low confidence results. The Price Tolerance percentage field is also available here, On the right side, the Data Sources section lets you control which product attributes the AI should consider, including Category, Tags, Price, Attributes, and Sales History, with a Sales History Days field to define how many days of past sales data should be included. A Scheduled Auto Run option is also available at the bottom, which when enabled will automatically run the AI analysis and apply results on a daily schedule without any manual action in odoo. Once all settings are configured, you click Save & Next to proceed to the next step.

09 Step 5 shows you a preview of the data file that the system has automatically prepared for the AI analysis when you save the setting in previous state. The file named product_ai_data_4.xlsx contains all the selected products along with the full catalog and is ready to be sent to the AI. You can click the Download button to inspect this file before running the analysis. Once you are satisfied, click Run AI Analysis to trigger the AI processing.

The Selected Products sheet inside the downloaded Excel file shows the details of only the products selected by the user, including their Product ID, Product Name, Price, Category, Tags, and Attributes. This sheet represents the specific products for which the AI will generate alternative and accessory recommendations.

The Full Catalog sheet contains all the products available in your product catalog with the same column structure. This is the complete pool of products from which the AI will search and suggest alternatives and accessories for each of the selected products.

The Sales History sheet contains actual sales order data from the past 30 days, including Sale Order, Order Date, Product, Quantity, and Unit Price. This co-purchase data is used by the AI as its strongest signal to determine which products are frequently bought together, making the accessory suggestions more accurate and data-driven.

10 Once the AI analysis is complete, Step 6 shows you all the recommendations in a clear table listing each product along with its suggested Alternatives and Accessories. You can search for a specific product using the search field to quickly find its results. A warning message at the top reminds you that applying will overwrite any existing alternatives and accessories already saved on those products. Once you have reviewed the results and are satisfied, click Confirm & Apply to save all the AI suggestions directly to the respective products in odoo.

11 Result Applied on Product Record. After applying the results, you can open any product and go to its Sales tab to see the AI recommendations have been saved directly onto the product. The Accessory Products field now contains the AI-suggested accessories and the Alternative Products field contains the suggested alternatives, confirming that the entire process has completed successfully and the product relationships are now live in the system.

12 The AI Logs section, accessible from the top navigation menu, keeps a complete history of every AI analysis run. Each log entry shows the reference number, the date and time it was run, the AI feature used, and the final status. A green Success badge indicates the run completed and was applied correctly, while a red Failed badge indicates something went wrong, making it easy to monitor and audit all past AI activity.

13 Opening an individual log record gives you a full breakdown of that AI run. The Run Info section shows the exact date and time, the AI feature used, and the final status. The Configuration Used section shows the Suggestion Type and Confidence Level that were set for that run, along with the Total Tokens Used, helping you track API consumption. The Log Message confirms how many products were applied successfully, and the Product Details table below shows a per-product breakdown of how many alternatives and accessories were applied to each product along with their individual success status.

14 When Card is active in the dashboard and the Scheduled Auto Run option is enabled in Step 4 , the system automatically runs two scheduled actions — Product AI Auto Generate Excel and Product AI Auto Run AI Analysis. Both cron run daily and handle the entire AI workflow automatically without requiring any manual steps, ensuring your product alternatives and accessories are always kept up to date on a regular schedule.