🤖 AI Modules in Odoo – Smarter Business with Artificial Intelligence
Artificial Intelligence is transforming how businesses operate, minimizing manual intervention, and delivering intelligent automation. Odoo’s suite of AI-powered modules brings intelligence into everyday workflows — from document management to CRM, knowledge sharing, websites, and live chat.
📑 Table of Contents
1. AI Documents – Smart Auto-Sorting in Odoo
Automate document classification, renaming, and tagging for a structured and easily accessible workspace.
2. AI CRM – Smart Lead Creation with AI
Automatically create leads when customer requests need human follow-up, ensuring no opportunity is missed.
3. AI Knowledge – Smarter Knowledge Management in Odoo
Generate, refine, and index knowledge articles effortlessly with AI-powered content management.
4. AI Website – Intelligent Website Content Generation in Odoo
Create engaging, web-optimized pages automatically with AI-driven text generation.
5. AI Livechat – Smarter Visitor Engagement on Your Website
Provide instant AI-powered support to website visitors, with smooth transition to human operators when needed.
6. AI Server Actions
Write what you want in plain English—like “Send a follow-up email to leads with no activity in 7 days”—and Odoo generates the backend logic.
7. AI Fields in Studio
Add AI-driven fields that automatically generate descriptions, summaries, or classifications.
🤖 AI Documents – Smart Auto-Sorting in Odoo
Managing hundreds of documents manually is time-consuming and error-prone. The AI Documents module in Odoo solves this by automatically sorting, renaming, and tagging files using AI.
⚡ How it Works
Upload or email a document into Odoo.
The AI reads the file name, content, tags, and type.
Based on your folder rules (prompts), AI takes action: Move → Rename → Tag.
You get a clean, well-organized document system without manual effort.
🤖 AI CRM – Smart Lead Creation with AI
Handling customer requests manually can be repetitive. The AI CRM module in Odoo automates lead creation when the AI assistant cannot fully resolve a query or when a user explicitly asks for a human follow-up.
⚡ How it Works (Step-by-Step)
Customer interacts with the AI assistant.
If info is missing, AI asks for details one by one (Name → Email → Phone).
AI validates input (e.g., correct email format).
AI retrieves available CRM teams, tags, priorities, and country info.
Lead is created in Odoo CRM with sanitized description and customer details.
Customer gets a friendly confirmation: “Thanks. Our team will recontact you soon.”
📚 AI Knowledge – Smarter Knowledge Management in Odoo
Managing knowledge articles manually can be time-consuming and inconsistent. The AI Knowledge module in Odoo brings artificial intelligence directly into your Knowledge app, allowing content creation, enhancement, and indexing to happen seamlessly and efficiently.
With AI Knowledge, you can draft new articles effortlessly, producing concise and relevant content without extra commentary. Existing articles can also be refined or summarized, ensuring consistency and high quality across your knowledge base. Behind the scenes, the module automatically processes article content to create searchable indexes, making it easier for users to find the information they need.
The system respects article-level permissions, so only authorized users can access or interact with the content. Additionally, any linked AI sources are automatically cleaned up when articles are deleted, keeping your knowledge base organized and clutter-free.
In short: The AI Knowledge module empowers your team to create, manage, and optimize knowledge articles efficiently, making your Odoo knowledge base smarter, faster, and more reliable.
🌐 AI Website – Intelligent Website Content Generation in Odoo
Creating engaging website content can be time-consuming, especially when you want it to be consistent, relevant, and optimized for your audience. The AI Website module in Odoo brings AI-driven content generation directly to your website editor, making content creation faster, smarter, and more scalable.
How It Works
The AI Website module allows users to generate entire website pages automatically based on simple instructions, page names, desired tone, and chosen templates. Using a specialized AI agent, the system can replace placeholder text sections with web-friendly, engaging content that flows naturally across the page.
The AI agent handles content generation intelligently. It processes JSON-based placeholders from templates, ensures the content is appropriate for the page context, respects the specified language and tone, and keeps formatting consistent. The module also integrates smoothly with Odoo’s snippet system, allowing content to be generated and displayed seamlessly without manual HTML editing.
Key Features
AI-Generated Pages: Create new website pages with just instructions and template selections.
Web-Optimized Text: AI produces text suitable for web reading, ensuring clarity and engagement.
Template Integration: Works directly with Odoo’s page templates and snippet architecture.
Language & Tone Control: Content can be generated in any supported language and tailored tone.
Error Handling & Validation: Robust checks ensure that page generation is reliable and fallback content is maintained if issues occur.
Benefits
By leveraging AI for website content, your team can save hours of manual writing and editing. Pages are generated faster, with professional-quality content tailored to your brand, audience, and style. The AI Website module makes content creation intuitive for non-technical users, reducing dependency on developers or copywriters.
💬 AI Livechat – Smarter Visitor Engagement on Your Website
In today’s digital world, providing instant support to website visitors is crucial. The AI Livechat module in Odoo enables businesses to offer intelligent, automated assistance while maintaining a seamless visitor experience. By integrating AI directly into your website, you can answer questions, guide users, and create meaningful interactions without manual intervention.
How It Works
The AI Livechat module creates a dedicated chat channel for each visitor, connecting them to an AI agent configured to provide instant support. Visitors can interact with the AI in real-time, whether they are browsing your site for the first time or returning for follow-up inquiries. The system ensures that each visitor has a unique chat session, avoiding confusion and keeping conversations organized.
AI agents are smartly configured to manage access. If a visitor is public, the system generates a temporary guest profile, maintaining context for the conversation while respecting privacy and security. Meanwhile, AI agents can detect visitor location and language preferences, providing responses that are both relevant and localized.
Operators and AI agents work in harmony. If human intervention is needed, the module can identify available operators based on visitor location and language. This ensures that visitors always receive the support they need, seamlessly transitioning between AI and live staff when necessary.
Key Features
Instant AI Assistance: Visitors get immediate responses to common questions.
Unique Chat Channels: Each visitor interacts in a dedicated chat session, keeping conversations organized.
Smart Guest Management: Temporary profiles are generated automatically for anonymous visitors.
Localization & Context: AI detects visitor language and location for tailored responses.
Seamless Operator Handover: If needed, visitors can be connected to human operators without disrupting the chat.
Benefits
With AI Livechat, businesses can enhance visitor engagement while reducing the workload on support teams. It ensures timely, accurate assistance, improves customer satisfaction, and provides a professional, interactive experience for every visitor.
In short: The AI Livechat module transforms your website into a smart, responsive platform for visitor support, combining AI efficiency with the option for human touch when required.
📝 AI-Powered Fields in Form Views
In apps like CRM and Helpdesk, you now can add AI Fields within any form.
With Edit Properties, you can:
Enable an AI Field
Choose the AI Option and write a Prompt
Let AI auto-fill or suggest values based on the input
This makes your forms dynamic, smart, and time-saving.
🧪 4. AI in Studio: Adding Smart Fields
Odoo Studio now supports an AI Field Option, allowing users to drag and drop AI-powered fields directly into views.
These fields can:
Generate descriptions, summaries, or messages
Fill data based on existing fields
Respond to pre-set AI prompts
🔧 A huge time-saver for custom forms, internal automation, or guided data entry.