AI agents that work inside your apps, with the limits you set.
Odoo AI puts agents and AI tools inside the apps your team already uses. An agent understands a plain request, reads the information it has been given, and can act through the tools you allow. This page sets out what Odoo says it does, how it is controlled, and what Odoo's own pages leave unsaid.
Odoo's pages describe AI agents, AI fields, AI in email, voice transcription, image generation and AI in Live Chat. They do not name the models behind them.
AI · AgentMTAI where the work already is.
Odoo's own description is of an AI layer across its apps, not a separate product bolted on. Agents sit at the centre of it, with a handful of AI tools around them.
- 01Agents with a defined job
- An agent has a system prompt that sets its purpose and behaviour, skills that give it instructions and tools, and sources it can draw on.
- 02It can only do what its skills allow
- Odoo's documentation says an agent with no skills can only provide information: it cannot complete tasks or change the database.
- 03Anywhere in the database
- Open it from the AI icon at the top of the screen, or press Ctrl and K for the command palette.
- 04AI inside automation
- AI server actions let AI choose which tool to run during a workflow, and agents can be triggered by automated and scheduled actions.
- 05Tools for everyday text and speech
- AI fields fill values from the current record, AI helps write email templates, voice recordings are transcribed and summarised, and images can be generated from a prompt.
- 06Open to outside agents
- An external AI agent can connect to an Odoo database through Odoo's MCP server, to read or change data through the tools you expose.
Six parts of Odoo AI, up close.
Pick a part to see what it covers and how its screen might look.
A virtual assistant with a role, skills and sources
Configured, not improvised.
- Each agent has a system prompt, which Odoo calls its mission statement: its role, purpose and behaviour.
- Skills hold instructions and tools. Odoo ships preconfigured skills including View Builder, Information retrieval, Update Records, Create Records, Generate Images, Web Search, Website Builder and Create Leads.
- Tools are the actual functions an agent can perform, such as creating a lead or opening a view; the tools available depend on the apps installed.
- Sources are the information the agent can use: PDFs, weblinks, documents from the Documents app and Knowledge articles.
- Turn on Restrict to Sources and the agent can only use information from the active sources you uploaded.
- Creating and customising agents needs the AI app installed, though many AI features work without it.
Permissions as skills
What an agent may change is decided by the skills you give it. Give it none and it can only answer; give it Update Records and it can edit.
AI · Agent set-upMTWhat it costs, and what Odoo does not say.
Read these together before you budget for AI or put real data through it.
Odoo's pricing and licensing change. Check the pricing page for the current position.
An enquiry answered, qualified and routed.
One enquiry followed through the AI tools, from what Odoo's pages and documentation say each one does. It is an illustration, not a promise of any particular set-up.
- Visitor asksA question arrives in Live Chat.
- Agent answersIt replies from the Knowledge articles you gave it as sources.
- Lead createdIt qualifies the visitor and creates a lead in CRM.
- RoutedAn AI server action assigns the lead to the right person.
- Follow-up recordedThe call is transcribed and summarised on the record.
Illustrative. A real project decides which of these steps are allowed, what a person reviews, and how credits are budgeted.
Different people, different controls.
Odoo's documentation describes these roles.
How it meets your other tools.
From the integrations Odoo's own pages and documentation name.
How to begin with AI, carefully.
Odoo describes agents in three steps. We add the questions we would settle first.
- 01Create the agentGive it a name and a role: what it is for and how it should behave.
- 02Configure itWrite the system prompt, assign only the skills it needs, add sources, and decide on Restrict to Sources.
- 03Use it in contextRun it inside the app where the work happens, and check what it does before widening what it may change.
Questions to settle first
- What the agent may change. With no skills it can only answer; every skill widens what it can do.
- Which sources it may use, and whether it is restricted to them.
- Where the business rules live. AI server actions do not enforce them, so tools must.
- Who reviews its work, and how often.
- How credits will be bought and watched, and which plan you will be on.
- What Odoo says about how your data is handled, since its AI pages do not say.
© 2026 Mawkish Technologies. This guide, its diagrams and illustrations are protected by copyright. You’re welcome to learn from it and to quote it with credit and a link. Reproducing it, by hand or through AI, and publishing it as your own is not allowed. Read our copyright notice
Straight answers.
Can an agent change my data?
Only through the tools its skills give it. Odoo's documentation says an agent with no skills can provide information but cannot complete tasks or change the database.
Who enforces the rules when AI runs a workflow?
Not the AI. Odoo's documentation says an AI server action only decides which tool to call, and that the tool, which runs unconditionally unless its code stops it, must enforce the business rules in code.
Can I use ChatGPT, Claude or another assistant with Odoo?
Odoo's MCP server lets an external agent connect to your database. Its documentation names Claude Code, Antigravity and Codex as MCP-compatible examples, with OAuth recommended for authentication. We have not tested particular assistants.
Which AI models does Odoo use?
Odoo's pages do not say. If that matters for your compliance, ask Odoo directly.
Does AI cost extra?
Usage consumes in-app purchase credits, and Odoo's documentation says installing the AI app on the Standard plan triggers an upsell to the Custom plan. Odoo's AI page also says the app is free as a first app.
Is my data used to train models?
Odoo's AI pages say nothing about that. We will not guess: ask Odoo for its position in writing before you use AI on sensitive records.
Checked against Odoo's own pages and documentation in November 2026.
Go to one of the eight families.
Each of the eight families has its own page, and you can visit them in any order. Choose one to go there.
You are currently viewing Odoo AI, a supporting page
- 01AccountFinanceBooks, invoices, expenses and signatures on one set of records.Accounting, Invoicing, Expenses, Sign, Spreadsheet and ESG draw on the same records as the rest of Odoo, so a sale or a purchase reaches the books without being typed twice.Bank reconciliationE-invoicingExpense reportsE-signaturesGo to Finance →
- 02SellSalesFrom the first lead to the renewal, and the till in between.CRM, Sales, Subscriptions, Point of Sale and Rental cover the whole way a customer buys, from a lead on a pipeline to a quotation, an order, a shop receipt or a renewal.PipelineQuotationsRecurring billingShop and restaurant POSGo to Sales →
- 03PublishWebsitesA website, a shop and a community that share your data.Website, eCommerce, Events, eLearning, Blog and Forum let you publish and sell online from the same database that holds your stock, customers and orders.Drag-and-drop pagesOnline shopEvent ticketsCoursesGo to Websites →
- 04Make and moveSupply ChainStock, production and purchasing that keep each other honest.Inventory, Manufacturing, Purchase, PLM, Quality and Maintenance cover what you buy, make, store and ship, with replenishment and traceability running through all of it.ReplenishmentBarcodes and lotsBills of materialsQuality checksGo to Supply Chain →
- 05EmployHuman ResourcesPeople, time, pay and performance in one place.Employees, Recruitment, Time Off, Appraisals, Payroll and Fleet follow a person from the job posting to the payslip, using the same records for every step.Applicant pipelineLeave and approvalsPayslipsAppraisalsGo to Human Resources →
- 06ReachMarketingEmail, SMS, social and WhatsApp, tied to the customer record.Email Marketing, SMS Marketing, Social Marketing, Marketing Automation, WhatsApp and Surveys reach people and report back what each message earned.SegmentsJourneysWhatsAppCampaign resultsGo to Marketing →
- 07DeliverService DeliveryProjects, time, tickets and fieldwork, billed from the same place.Project, Timesheets, Planning, Appointments, Helpdesk, Field Service and Live Chat run the delivery side of a service business and hand time and materials straight to invoicing.Kanban and GanttTimesheetsSLAsField visitsGo to Service Delivery →
- 08ConnectProductivityConversations, files and knowledge that live beside the work.Discuss, Documents, Knowledge, VoIP, IoT and Approvals keep messages, files, phone calls, devices and sign-offs attached to the records they are about.One inboxDocument hubKnowledge pagesConnected devicesGo to Productivity →
Also across Odoo
Talk it through with us.
Tell us what you want Odoo to do for you, and we will help you work out where to start.
- Your goals and the systems involved
- Which Odoo apps fit, and which can wait
- A sensible first step
Odoo, its app names and its app icons belong to Odoo S.A. The icons are shown as Odoo publishes them on its brand-assets page. Other names are the property of their owners. Screens shown are our own illustrations with sample data, not Odoo screenshots. Product descriptions follow Odoo's own published material and may change; check odoo.com for current details.
Our Zelwell Compass is the name we give to how we handle Odoo AI: one accountable partner, from the first meeting to long after go-live.