InsightMate 360 - Complete AI Automation Suite
by Softhealer Technologies https://www.softhealer.com$ 462.01
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
Discuss (mail)
|
| Community Apps Dependencies | Show |
| Lines of code | 60335 |
| Technical Name |
sh_ai_bundle |
| License | OPL-1 |
| Website | https://www.softhealer.com |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
Discuss (mail)
|
| Community Apps Dependencies | Show |
| Lines of code | 60335 |
| Technical Name |
sh_ai_bundle |
| License | OPL-1 |
| Website | https://www.softhealer.com |
InsightMate 360 - Complete AI Automation Suite
InsightMate AI Bundle brings together multiple AI-powered features into a single unified solution within
Odoo. Configure AI providers, manage models, and enable intelligent automation across different business
processes such as content generation, workflow execution, and data analysis from one centralized platform.
With seamless integration and flexible configuration, users can leverage AI capabilities across modules to
improve productivity, reduce manual effort, and make smarter business decisions. The bundle provides a
scalable foundation to extend AI usage across various operations while maintaining full control and
visibility.
AI Insight Assistant - Talk to Your Data
Meet AI Assistance - your smart business companion that redefines how you explore, analyze, and understand your data. Just ask in natural language and instantly get data, charts, tables, dashboards, and insights - all powered by intelligent automation.
AI Live Chatbot - Real Time Intelligent Support
Our AI-powered website live chatbot for Odoo offers 24/7 automated support by intelligently using your Odoo data, documents, and knowledge base to answer customer queries instantly. It supports multiple chatbots and Integration with AI providers.
AI Dashboard Studio - From Data to Decisions
Transform your Odoo data into actionable insights with a powerful and intelligent AI-driven dashboard that brings all your analytics and visual reports into one unified interface. Users can explore data visually, customize themes, and export reports instantly.
Workflow
Active/Deactive AI Apps as per your requirements.
State will change based on your input.
It will auto-install the dependent apps when you activate it.
Features
You can set access rights for AI Assistance under user settings.
The AI Chat menu allows users to manage conversations with AI models.
Users can create a new AI chat session, assign or edit a session name, and select from multiple AI models. Previous chat histories are listed on the sidebar for easy reference.
Users can switch between multiple AI models directly from the chat interface. Available options include Googleâs Gemini series and OpenAIâs ChatGPT series (from 4o to 5 nano).
Users can easily rename a chat session by clicking the session title, editing it, and saving the new name. Based on the userâs query, AI-generated outputs are displayed in multiple formats â List View, Kanban View, Graph View, or Pivot View.
Users can manage their chat history effortlessly by deleting unwanted chat sessions with a single click.
A confirmation popup appears when deleting a chat session, ensuring that users donât accidentally remove important conversations.
The Chat Session List View provides a centralized overview of all AI chat sessions in Odoo. Each record displays key details such as session name, selected AI model (LLM provider), message count, chat status, timestamps for the last message, and creation date.
The Chat Session Form View displays detailed insights of an individual AI chat session. Admins can also access Debug Info for each message to review technical details, making this view ideal for analysis, troubleshooting, and audit purposes.
AI Chat requests to show all confirmed sale orders from the admin role.
Sales orders total count at the backend for the admin role.
AI gives the sales order list in the conversation.
Now we change access rights to users.
AI Chat requests to show all confirm sale orders.
AI gives the sales order list in the conversation as per the assigned role.
Sales orders total count at the backend as per the assigned role.
Now we change access rights to none.
AI Chat requests to show all confirmed sale orders, so AI will not give a list and display a message like below.
Odoo users, along with their login names and roles.
We have a custom-developed app, named the knowledge base system.
Articles list view with all articles.
The Marc Demo user is set up with access to view their own and public documents only.
AI Chat requests to view all available articles, so AI gives articles as per the assigned roles in a conversation.
Now we change access to the manager role.
AI Chat requests to view all available articles.
AI gives articles as per the assigned roles in a conversation.
You can enable Debug Mode from the configuration to view detailed AI response logs. From the chat session form view, clicking on Debug Info opens the AI Response Debug window, showing both Response Content and Debug Information (JSON) tabs.
Once Debug Mode is enabled, admins can access the Debug Information (JSON) tab showing detailed technical logs for LLM processing.
This screen displays details of the configured LLM provider, including model name, response style, and API key settings. Admin can define the provider API key, activate or set the default LLM, and manage the system prompt that guides AI behavior and accuracy.
This list view displays all available LLM models configured in Odoo, such as ChatGPT and Gemini versions. It is accessible only to admins and shows details like provider name, model code, default LLM status, and activation toggle for each AI model.
This view shows the AI Chat interface visible to users, featuring dark mode based on user preferences.
Click on the "Share" button to share the chat.
After that, the share link is generated. Copy the link.
Paste the copied link to open chat.
Click on the "Export Chat" button to export the chat.
You can import the exported chat using the "Import Chat" button.
Select chat from the wizard, and click "open".
Your chat is imported; you can continue the chat.
Click on pause icon to stop AI response.
It shows notification for it.
You can see cancelled chat in chat history also.
'Is cancelled' ticked in that chat.
Go to the 'AI Assistance'.
Click 'Let's do it'.
Select the model and click 'Continue'.
Enter your API key, and click 'Verify & Continue'.
It shows a success message after the verification.
Select the agent and click 'Continue'.
Select response style and complete setup.
You can start chatting now.
Select Always, Never, or Auto to control AI model view visibility.
Select OpenRouter and enter your OpenRouter API key to enable OpenRouter integration.
Browse and select from the wide range of AI models available through OpenRouter.
Configure your preferred OpenRouter model as the default provider for AI interactions.
Start chatting using your selected OpenRouter model seamlessly within the AI Chat interface.
Connect multiple AI providers, choose your preferred models, and control how AI interacts with your Odoo data. Define access rules to ensure AI only creates, updates, or archives records within permitted boundaries â keeping your system secure and compliant.
Fill in the required details to configure a new AI provider record.
Start conversation.
Set action views, add requirements, and select an AI model provider.
When attempting to update a record and update action is restricted in the system settings, the AI assistant does not perform the action. Instead, it displays a message similar to the example shown below.
If you attempt to update a record that is not restricted by system settings, the update will proceed. The system will present you with an option to review the change and either approve or reject it before it is finalized.
On approval, it will make changes.
Chatter history that was recorded with AI.
AI Write Request menu and list view.
Features
Assign Live Chat access to control who can manage and operate AI-powered live chat features.
Grant AI accessibility permissions to allow selected users to configure LLM settings, knowledge bases, and AI Live Chat behavior.
Go to the AI Live Chat -> AI Bots.
View all configured AI bots with their assigned AI model and connected knowledge sources.
Define the AI bot name and its primary responsibility for handling user queries. Publish the bot to make it live and available for visitor conversations.
Configure Odoo models that the AI bot can access for answering live queries.
You can choose the model, fields, and selected fields; it shows the total number of fields in 'Fields'.
You have the option to select All Fields or Selected Fields.
When you select 'selected fields only', you can choose fields as needed.
Configuration for the BOT channel.
Navigate to live chat channels where AI bots can be assigned and activated.
You can set a dedicated agent or operator in the bot.
Click "Add a line" to set up Bot rules.
You can manage multiple bots independently for different use cases or departments.
Go to the AI Bots -> Document Sources, Upload document, and click sync documents.
Notification for synced documents.
You can access knowledge sources and channels using the smart button.
Knowledge sources list view.
In the bot form view, click on the "Chunks" icon.
It will open document chunks.
In the document chunks view, you can configure details.
Live chat as per the configured documents.
LLM form view, Configure necessary fields and prompts.
In the AI bots, you can configure the system prompt.
Go to the AI Bots, Usage & Limits tab, to configure statistics and rate limits.
AI Configuration â Conversation History: Set how many past conversations (e.g., 10) the bot remembers to maintain context during a conversation.
You can set a limit on the number of system actions the AI can perform within a single conversation.
Click the live chat button.
Click the "Talk to Human" button to start talking with a human instead of an AI bot.
It shows a message if the operator is busy.
The operator joined, and after that AI bot will not answer in chat.
Go to the AI Live Chat -> Knowledge Sources.
Knowledge Sources list view.
Knowledge Sources form view with all necessary configurations.
Select OpenRouter and enter your OpenRouter API key to enable OpenRouter integration.
Browse and select from the wide range of AI models available through OpenRouter.
Start chatting using your selected OpenRouter model seamlessly within the AI Chat interface.
Now we select provider type 'Direct' to use Gemini or OpenAI.
Chatbot as per configuration.
Go to the AI Bots -> Document Sources, Select source type "Web URL". Paste the URL, and click sync documents.
AI bot answers based on the given URL.
Go to the AI Live Chat -> AI Models.
LLM providers list view with default LLM and active options.
Features
Select from the wide range of AI models available through OpenRouter.
Create dashboards instantly using AI by selecting models and generating charts automatically.
Automatically get ready-made dashboard templates when you activate apps in Odoo, helping you start analytics instantly.
Create powerful dashboards in seconds with an intuitive, user-friendly interface designed for quick setup.
Organize dashboards into structured categories for easy navigation and better management.
Protect dashboards from unwanted changes by locking them and unlock anytime for editing.
Update dashboard layout, charts, and settings easily to keep insights accurate.
Remove unused dashboards quickly to maintain a clean workspace.
Use the Import Dashboard feature to upload existing dashboard configurations without manual setup.
Use the Export Dashboard option to download dashboard configurations for backup.
Apply filters to display specific data and analyze insights more precisely.
Customize chart appearance by changing colors, themes, and layout settings.
Remove unwanted charts instantly to keep dashboards clean and organized.
Expand charts to full screen mode for better visibility and detailed analysis.
Download charts quickly as images for reporting and sharing purposes.
Use the Import Chart feature to upload saved chart configurations and quickly reuse them in dashboards.
Use the Export Chart option to download chart settings for backup, sharing, or future use.
Print charts directly for physical reports and presentations.
View and manage dashboards across multiple companies within a single system.
Filter dashboard data automatically based on the logged-in user.
Control dashboard visibility by assigning role-based access permissions.
Chart Types
Visualize comparisons and trends clearly using structured bar representations.
Track performance trends over time using smooth line visualization for better business analysis.
Display proportional data distribution with clear visual segments for quick understanding.
Display proportional data distribution with easy-to-understand segments.
Analyze cyclical and radial data using dynamic circular axis visualization.
Compare multiple variables across categories using spider-web style visualization.
Visualize three-dimensional data by representing values with varying bubble sizes.
Identify relationships and correlations between two variables with precision.
Track progressive stages in processes like sales pipelines or lead conversions.
Show performance levels in circular progression format for compact insight display.
Measure performance levels against targets using speedometer-style visualization.
Display structured relationships and organizational data in tree format.
Combine multiple chart types in a single visualization for advanced comparison.
Highlight key performance indicators with focused metric visualization.
Visualize events and progress across a time-based sequence.
Generate charts directly from Odoo views without manual data configuration.
Version 19.0.1.0.0 | Released on : 31 st March 2026
- Yes, this app works perfectly with Odoo Enterprise (Odoo.sh & Premise) as well as Community.
- No, this application is not compatible with odoo.com(odoo saas/Odoo Online)
- Yes, to test this module, please contact us at sales@softhealer.com .
- No. The AI provides intelligent responses based on available data and models, but results may sometimes be incomplete or approximate. Always verify critical business decisions manually. This case is not eligible for refund or exchange.
- AI interprets queries based on patterns and available data. Incorrect inputs, ambiguous questions, or missing data may lead to inaccurate outputs. This case is not eligible for refund or exchange.
- AI should be used as a decision-support tool, not a replacement for human judgment. Always review outputs before taking action. This case is not eligible for refund or exchange.
- AI understands structured data well, but complex business logic, customizations, or incomplete records may affect accuracy.
- No. The system is designed for business users with a simple chat interface.
- Check API configuration
- Verify internet connectivity
- Ensure provider API key is valid
- AI response time depends on the selected provider and plan. For example, if we are using a free tier, our request priority may be lower than other plans. Also, if we select high-thinking models, they usually take more time to generate responses.
- No, only models that support tool calling are usable in the app.
- Please contact us at sales@softhealer.com to request customization.
- Yes, we provide free support for 365 days from the date of purchase.
- Yes, you will receive lifetime free updates for the version of the module you purchased.
- No, there is no need to install any additional libraries.
- Yes, for version 12 and above, you need to purchase the module separately for each version you intend to use.
- No, exchanges or refunds are not allowed. Please make sure to select the correct version before purchasing.
- You can contact us at support@softhealer.com for language translation support. We use Google Translator tools to provide translations in multiple languages, so the accuracy may vary. We welcome your suggestions to help improve translations.
Function calling with the Gemini API.
https://ai.google.dev/gemini-api/docs/function-calling?example=meeting
Function calling with the ChatGPT's API.
https://platform.openai.com/docs/guides/function-calling
Multi-Languages
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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