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Odoo AI Assistant - Getting Started

Step 1: Install the Module​

Go to Apps, search for "AI Assistant", and click Install:

Install AI Assistant

Step 2: Open AI Assistant​

Click AI Assistant in the Odoo sidebar. You'll see the welcome screen with example prompts:

Welcome Screen

Try clicking any suggestion chip:

  • "Show me all contacts"
  • "Latest leads?"
  • "Employees in sales"
  • "Top sales this month"

Step 3: Select an AI Model​

Choose your preferred AI model from the dropdown at the top:

AI Models

ModelBest For
Llama 3.3 70B (Smart)Best accuracy. recommended for most queries
Llama 3.1 8B (Fast)Fastest responses for simple questions
DeepSeek R1 (Deep)Complex analytical queries
Kimi K2 (Powerful)Advanced reasoning
GPT O3 128k (Largest)Very large context queries
GPT O3 20BBalanced performance
tip

Start with Llama 3.3 70B (Smart). it offers the best accuracy for business queries. You can switch models anytime without losing your conversation.

Step 4: Ask Your Question​

Type your question in plain English and press Enter. The AI understands natural language including slang, abbreviations, and business terms.

Understanding Response

The AI returns:

  • Formatted text answers for simple queries
  • Tables for list-type data
  • Charts for numerical summaries
  • Export buttons for CSV/JSON download

Example Queries​

Contacts & CRM:

  • "Show me all contacts from India"
  • "How many leads are in Won stage?"
  • "What is the email of Mitchell Admin?"

Sales & Invoices:

  • "What is the total sales amount?"
  • "Which customer placed the highest order?"
  • "List all unpaid invoices"

HR & Employees:

  • "How many employees in each department?"
  • "Who is the manager of Sales?"

Products & Inventory:

  • "What is the most expensive product?"
  • "Show me current stock levels"
caution

AI responses may not be 100% accurate. Please verify important business data before making decisions.

Need Help?

Contact SDLC Corp at sdlccorp.com/contact-us or email sales@sdlccorp.com

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