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Integration · ERP

An AI agent connected to your Odoo

It answers with your ERP's stock and prices, reports orders, deliveries and invoices, and adds every opportunity to your CRM so your sales team can follow up.

What your agent does

Your ERP, serving customers

Products and stock

List price, quantity on hand, internal reference and category, checked in Odoo on the spot.

Stock by variant

Availability of each variant, to answer about the exact size or presentation.

Sales orders

Status of the order, the delivery (with carrier and tracking) and the invoice, after checking the customer's email or phone.

CRM opportunities

When there's real interest, it creates the opportunity with the customer's details and needs, and confirms it was saved.

Hands off to sales

If the question needs a person, it notifies your team with the customer's name and WhatsApp.

Automatic reports

Give it scheduled tasks, like a low-stock report every morning, and get them by email.

In the chat

What your customer sees

Sample conversations: the agent checks your platform on the spot and answers with current data.

A wholesale inquiry

The agent checks real stock and leaves the opportunity in the CRM.

I need 200 boxes of the 300 ml sealant
Checking stock in OdooThere are 540 boxes available. Could you leave your name and an email or phone so a salesperson sends you a quote?
John Smith, [email protected]
Opportunity created in the CRMDone, John. I added your quote request and a salesperson will write to you today.

Order, delivery and invoice

It checks the customer and answers with the full status.

How's order S00342 going? I'm from JS Hardware
Could you confirm the account's email or phone?
Checking OdooOrder S00342 is confirmed, the delivery left with FedEx (tracking FX-55120) and the invoice is paid.
Getting started

Connect it in minutes

  1. 1Choose Odoo in ConnectionsEnter your Odoo address and the database name.
  2. 2Use an API userEnter the user and its password or API key. We recommend a user with just the permissions needed.
  3. 3Test the connectionWe check access before saving it, so you know it works.
  4. 4Set up your agentChoose the AI model and which actions it can take: for example, creating CRM opportunities.
Good to know
  • Credentials are stored encrypted.
  • It creates CRM opportunities; it doesn't create sales orders or quotations.
  • It doesn't edit existing orders, deliveries or invoices.
  • For an order it checks the customer's email, phone or mobile.
  • It works with Odoo in the cloud or on your own server, if it's reachable from the internet.
Questions

About Odoo

Which Odoo versions work?

It connects through Odoo's standard API (JSON-RPC or XML-RPC), available on Odoo Online, Odoo.sh and self-hosted servers.

Do opportunities need approval?

By default they're created automatically, since they don't commit to anything. You can change it so they wait for your OK.

Can it show product photos?

It answers with the product's data; photos depend on how they're published, so they may not appear on the chat cards.

Is it useful for retail?

Yes, though it shines for wholesalers and distributors: volume inquiries, stock by variant and sales follow-up in the CRM.

Put your Odoo to work serving customers

Create your free account, connect your store and try it in minutes. No card required.