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  1. APPS
  2. Data
  3. Odoo AI Analyst Chatbot v 19.0
  4. Sales Conditions FAQ

Odoo AI Analyst Chatbot

by Yugma Tech https://yugmatech.com
Odoo

$ 218.64

v 19.0 Third Party
Apps purchases are linked to your Odoo account, please sign in or sign up first.
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Discuss (mail)
Lines of code 7756
Technical Name yt_ai_analyst
LicenseOPL-1
Websitehttps://yugmatech.com
You bought this module and need support? Click here!
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Discuss (mail)
Lines of code 7756
Technical Name yt_ai_analyst
LicenseOPL-1
Websitehttps://yugmatech.com
  • Description
  • License

🤖 AI Analyst

Ask Questions. Get Answers. Make Decisions.

Transform natural language into powerful SQL queries. Get instant insights from your Odoo data with AI-powered analytics.

🧠
Dual AI Engines
OpenAI + Gemini
📊
5 Chart Types
Bar, Line, Pie, Area...
📌
Dashboard Pins
Personal analytics hub
🔒
100% Secure
Schema-only to LLM

🎬 See It In Action

Watch how AI Analyst transforms your Odoo experience

✨ Type → Find → Insights!

The fastest way to analyze your data.

⚡ What Sets AI Analyst Apart

Features that give you the competitive edge

FLEXIBILITY

🧠 Dual AI Engines: OpenAI + Gemini

Choose between OpenAI GPT models and Google Gemini based on your preference, performance needs, or cost considerations.

  • ✓ Switch between OpenAI and Gemini from the UI
  • ✓ Use GPT-5 or Gemini 3 Pro for maximum accuracy
  • ✓ Always use the latest models for best results
  • ✓ Bring your own API key - no middleman
EXCLUSIVE

📌 Personal Dashboard with Pinned Charts

Turn any query result into a permanent dashboard widget. Build your personal analytics command center.

  • ✓ One-click pin from any chat response
  • ✓ Auto-refresh with latest data
  • ✓ Customizable widget names
  • ✓ Edit mode for widget management
NAVIGATION

🔗 Clickable Record Links

Query results include clickable links to jump directly to the source records in Odoo. No more searching - just click to navigate.

  • ✓ Auto-detect linked records (partners, products, etc.)
  • ✓ One-click navigation to form view
  • ✓ Works with all relational fields
  • ✓ Many2Many fields shown as clickable badges
PRODUCTIVITY

⭐ Favorites & Saved Queries

Save your most-used queries for instant access. Organize into folders and share with your team.

  • ✓ One-click save from any response
  • ✓ Folder organization by category
  • ✓ Run count tracking
  • ✓ Re-run saved queries instantly
INTELLIGENCE

🎯 Context-Aware Conversations

The AI remembers your conversation history and understands follow-up questions. Ask "can you also add sales person column" without repeating the context.

  • ✓ Add columns to previous results naturally
  • ✓ Refine queries ("now filter by last month...")
  • ✓ AI understands "above table", "that data"
  • ✓ Continuous conversation within a session
SECURITY

🔐 Respects Odoo Permissions

All queries respect your existing Odoo access rules and record-level security. Users only see data they're authorized to access.

  • ✓ Honors existing access control lists (ACLs)
  • ✓ Respects record rules per user/group
  • ✓ Company-aware multi-company support
  • ✓ No data leakage between users

🔮 How AI Analyst Works

Natural language in, secure SQL out — executed inside your Odoo database

1️⃣
Smart Schema Embedding

We pre-embed your entire database schema. When you ask a question, we semantically retrieve only the relevant tables - no manual keyword setup required.

2️⃣
Intelligent SQL Generation

Your question + relevant schema context are sent to the AI. Optional keyword mappings enhance accuracy, but the system works great out-of-the-box.

3️⃣
Execute & Visualize

SQL runs locally within Odoo, respecting all access rules. Results are rendered with auto-generated charts.

💬 Example Query
Ask in Plain English:

"Show me all late shipments to Azure Interior"

⚙️ Generated SQL:
SELECT sp.name, sp.scheduled_date 
FROM stock_picking sp 
JOIN res_partner rp ON rp.id = sp.partner_id 
WHERE rp.name = 'Azure Interior' 
AND sp.scheduled_date < NOW();

✨ Complete Feature Set

Everything you need for AI-powered data analytics

📊
Auto-Generated Charts

AI automatically selects the best chart type. Switch between Bar, Line, Pie, Doughnut, and Area charts.

👁️
SQL Transparency

See the exact PostgreSQL query generated. Copy, validate, or use the "Explain" feature to understand the logic.

📥
Export Anywhere

One-click export to PDF, CSV, Excel, or JSON. Perfect for reports, presentations, or further analysis.

🏷️
Custom Keyword Mapping

Map your business terms to Odoo models. "Shipments" → stock.picking. The AI speaks your language.

📚
Predefined Questions

Curated starter questions by module (Sales, Inventory, Accounting, HR). Perfect for onboarding new users.

🪙
Token Meter & Cost Tracking

See prompt + completion tokens for each query. Monitor usage and optimize for cost efficiency.

💬
Chat History & Sessions

All conversations are saved. Pick up where you left off or revisit past analyses anytime.

🌍
Multi-Language Support

Ask questions in English, Spanish, French, German, or any language your AI model supports.

⚙️
Fully Configurable

All settings configurable from Odoo Settings. AI provider, models, limits, timeouts - customize everything.

🔒 Security First Design

Your business data never leaves your Odoo instance

🔐
Read-Only SQL

All queries are strictly SELECT statements. No INSERT, UPDATE, or DELETE is ever executed.

👤
Respects Odoo Permissions

Queries respect your existing access rules and record-level security. Users only see their allowed data.

📋
Schema-Only to LLM

Only table names, column names, and your question are sent to the AI. Zero row-level business data.

🚀 Quick Start Guide

Get started in under 5 minutes

1
Install the Module

Download from Odoo App Store and install via Apps menu

2
Configure API Key

Go to Settings → AI Analyst and enter your OpenAI or Gemini API key

3
Ask Your First Question

Open AI Analyst app and type: "Show me top 10 customers by revenue"

📋 Requirements
  • ✓ Odoo 19.0 (Community or Enterprise)
  • ✓ PostgreSQL with pgvector extension
  • ✓ OpenAI or Gemini API key
  • ✓ Works with custom modules
  • ✓ On-premise or cloud hosting
  • ✓ No external Python dependencies
⚠️ PostgreSQL Extension Required: The pgvector extension is required for smart schema embedding.
Install pgvector:
Mac (Homebrew):
brew install pgvector
Ubuntu/Debian:
sudo apt install postgresql-{version}-pgvector
(Replace {version} with your PostgreSQL version: 14, 15, 16, 17)
Enable in Database:
CREATE EXTENSION IF NOT EXISTS vector;

Trouble installing? We provide FREE support!

Contact Us for Help

❓ Frequently Asked Questions

Is my business data sent to the AI?

No. Only your database schema (table names, column names, types) and your question are sent to the LLM. No actual business records or row-level data ever leaves your Odoo instance.

Which AI models are supported?

We support both OpenAI (GPT-5, GPT-4, GPT-4o) and Google Gemini (2.5 Pro, 2.5 Flash). We recommend using the latest models for best output quality.

Can the AI modify my data?

Absolutely not. AI Analyst enforces strict read-only mode. Generated SQL is validated to ensure it only contains SELECT statements. INSERT, UPDATE, DELETE are blocked.

Does it work with custom modules?

Yes! AI Analyst automatically discovers all installed models including custom ones. Use the keyword mapping feature to teach the AI your business terminology.

What is the pgvector extension?

pgvector is a PostgreSQL extension that enables vector similarity search. AI Analyst uses it to automatically find relevant tables - no static keyword mapping required!

Does it support multi-company?

Yes! AI Analyst is fully multi-company aware. Queries automatically respect the user's current company context and existing company-based record rules.

What export formats are available?

Export to PDF, CSV, Excel (.xlsx), and JSON. Charts can also be exported as images for reports and presentations.

How do I track AI usage costs?

Each AI response shows the number of tokens used (prompt + completion). Monitor usage patterns and estimate costs based on your AI provider's pricing.

💬 Need Help?

Questions, customization requests, or support?

Email: hello@yugmatech.com

Website: www.yugmatech.com

AI Analyst by Yugma Tech

© 2025 Yugma Tech. All rights reserved.

Odoo 19.0 Community Enterprise
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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