| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Live Chat (im_livechat) • Discuss (mail) • Calendar (calendar) • Contacts (contacts) |
| Lines of code | 2311 |
| Technical Name |
us_assistant |
| License | OPL-1 |
| Website | https://unitsoft.com.ua/ |
| Versions | 16.0 17.0 18.0 19.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Live Chat (im_livechat) • Discuss (mail) • Calendar (calendar) • Contacts (contacts) |
| Lines of code | 2311 |
| Technical Name |
us_assistant |
| License | OPL-1 |
| Website | https://unitsoft.com.ua/ |
| Versions | 16.0 17.0 18.0 19.0 |
ChatGPT Assistant Integration powered by UnitSoft
Communicate with GPT Assistant in Odoo
Module Video Overview
Features
1. Ask questions to the assistant in channels
Add an assistant to a Discuss channel and ask questions directly in the conversation.
2. Use hints for messages
Request a hint from the assistant and receive it in your input field. For example, if you don't know how to answer a customer's question (or need to answer according to the documentation), you can contact the assistant and they will write a message in your input field, where you can edit it.
3. Use assistant in Livechat
Add an assistant to live chat to communicate with customers. It can automatically answer customer questions. You can also set up hint-only mode, which allows you to prompt the operator on how to answer a particular customer question.
4. Add assistant easily
You can quickly create an assistant in Odoo, configure instructions, and model parameters such as temperature, top p, and maximum number of output tokens.
5. Vector Stores
Attach vector stores to assistants to enable file search and contextual answers. Vector stores allow the assistant to answer only using the knowledge contained in the uploaded documents (for example, Odoo documentation presented on 1st features). You can upload any documents.
6. The assistant can perform the action you want
You can create specific functions for assitants to perform specific actions. e.g Create function that based on clients contact details create lead. For example, we created a function that allows the assistant to collect contact details from users and automatically create leads in Odoo. Everything happens automatically.
Step-by-Step Instruction
1. Prepare OpenAI account
First of all, you need to top up your account in the Billing section of your profile https://platform.openai.com/settings/organization/billing/overview.
Next, you need to create a project and enter it https://platform.openai.com/settings/organization/projects.
Go to the newly created project and click on the “API keys” menu, create an API key and save it somewhere. We will need it in the Odoo module.
2. Install module and dependencies
- This module requires the openai and markdown python libraries.
- Install the module in Odoo and open Settings.
3. Create and configure assistants
In Settings, add assistants and manage their configuration.
Recommendation: You can search for models at this link https://developers.openai.com/api/docs/models
Recommendation: Add “Always format your response in Markdown” to the instructions for well formatted texts.
4. Add assistants to channels
Go to the channel you need. Click the button on the panel with the “light bulb” and click on the assistant you need. Everything is added to the channel.
5. Vector Stores (optional)
In the settings, you can add and manage vector storage. You can either add existing vector storage from your profile on openai or create a completely new one.
1. To create a new one, you need to enter a token (which you entered at the beginning) and then come up with a name. Then upload the files using the “Upload Files” button. For the files to be considered successfully uploaded, you need to get the "completed" file status. To do this, click the “Update File List” button, and you will see the current status of the file. If the status is not yet “completed,” wait and click again.
To upload an existing one, simply enter the token and the ID of the vector storage in the format (vs_abc....).
6. Hints from the assistant
To use the assistant's hints, you need to click “Hint available” in the assistant settings, and then the hints will become available.
7. Assistant in Livechat
You can add an assistant to work in Livechat.This check mark is added to the “Forward to operator” step, then we add an assistant to the channel. Which assistant is determined directly in the live chat settings. There are also settings for instructions if you need the assistant to behave differently.
You also need to add the bot to "Rule" in livechat settings so that the script you specified runs with the assistant.
8. Functions
You can make the assistant perform the action you need in the database. This is possible because the openai model can return a response in json format, which we use. To do this, you need to fill in the required fields, then create variables, specify their type and mandatory fields. After that, on the “Code” page, based on the data received, you can write code that will be executed in Odoo. That is, either create a lead based on the data collected by the assistants or search the database.
Support
We provide free bug fixes and updates for all our modules for 1 year after purchase.
The warranty is for a clean installation of Odoo.
If you need help, please submit a request through our Support Portal at https://unitsoft.com.ua/support.
We will not provide support (for free) if our modules do not work on your server or conflict with other modules.
We also provide all types of Odoo support services (installation, maintenance, custom development).
Support packages: https://unitsoft.com.ua/services-plan
Our Odoo Apps
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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