Solutions / AI Automation
Agents and knowledge: AI agents for Odoo that specialise and remember
Named assistants with a role, a memory and a knowledge base: a sales assistant that knows your catalogue, a sourcing assistant that knows your suppliers, a customer-care assistant that knows your policies.
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- Role-based AI agents (personas) with system instructions, default tools and default models, pinned in the portal for the right groups.
- Knowledge collections per domain (documents, procedures, past cases), with retrieval so answers cite your material.
- Memory and notes so assistants improve with use, plus a review loop where humans correct and the corrections stick.
- Agent-to-agent hand-offs: an assistant can delegate a sub-task to another (for example the sales assistant asks the ERP assistant for stock), all under the same user identity and audit trail.
- A weekly knowledge digest for the team lead: what was asked, what was missing, what to add.
Typical duration: 1 to 2 weeks for the first three assistants, then iterative.
Prerequisites. A sponsor per assistant, the source documents, two hours a week from a business owner during the first month.
AI agents and automation for Odoo
Levels 3 and 4 are where the platform pays back on Odoo: AI agents that read your quotations, orders, products and partners with the rights of the connected user, and AI automation that runs on a schedule or on an event, with a person approving before anything changes. We have written about the practical side: building AI agents with Odoo, agentic AI in Odoo 20 and the guardrails it needs, why we replaced one-off automations with a no-code rule engine and connectivity and automation around Odoo. On the connect side, see AI and vision for custom documents in Odoo and Odoo with Claude, ChatGPT and Gemini for HR teams.
Questions
Frequently asked questions
Give your team a safe place to use AI, connected to your business.
Book a half-day discovery: we map your systems, your identity setup and your first three use cases, and come back with a fixed price for Levels 1 and 2.
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