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Odoo AI: AI for ERP, CRM & accounting

Updated · By Kuljeet Nagra, Founder, Calibre Consulting

Enterprise

A powerful suite of AI tools and agents integrated directly into your Odoo environment.

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Odoo Ready Partner
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What it does

What Odoo AI does

Odoo AI is the Enterprise app that brings AI agents and a chat-based assistant directly into the Odoo workflows your team already uses. Build an AI agent that answers questions from a knowledge source you provide, drop the chat composer next to any record to summarize or draft on the fly, or wire AI into a server action so document extraction, lead scoring, and email drafting run automatically. The app supports OpenAI and Google as the underlying LLM providers; you bring your own API key.

Finance teams using AI to capture vendor bills, marketing teams generating product copy, support teams summarizing ticket threads, sales teams routing leads, and any business that wants generative AI inside the same screens it already runs operations from uses it. You can test Odoo AI free on the Odoo trial; pricing kicks in only if you install more than one Odoo app.

For Odoo's own product overview, see Odoo's official documentation.

How it works

The day-to-day flow

Setup starts on the AI Provider. Add your OpenAI API key or your Google AI key, pick which models you want to use (GPT-4o, GPT-5, GPT-5 Mini for OpenAI; Gemini 2.5 Pro or Gemini 2.5 Flash for Google), and the AI app is live. From there, the day-to-day work happens through two surfaces. The first is AI Agents: configurable assistants with a system prompt, a knowledge source (documents you upload, Knowledge articles you index, structured Odoo data the agent can query), and a set of tools the agent is allowed to call. The agent runs in the chat composer next to any record or stands alone as a chat experience.

The second is server actions wired through AI. An AI action takes a prompt, an input field (a customer email, a vendor PDF, a meeting transcript), and an output field, and runs the prompt through the configured LLM. Common patterns include drafting an outbound email from the deal's notes, summarizing a long ticket thread into a one-paragraph status, scoring a lead against an ideal-customer profile, and extracting structured data from a free-form text field.

The AI bridges to specific apps install automatically when both AI and the target app are present. The CRM bridge drafts emails and brings AI into the deal composer. The Accounting bridge extracts vendor bills and bank statement lines. The Website bridge drafts new pages from a short brief. The Documents bridge indexes uploaded files so AI agents can search them. The Phone bridge transcribes call recordings and writes summaries to the chatter. The Recruitment, Sign, and Live Chat bridges add AI inside their parent app's workflows.

Calibre configures Odoo AI for Alberta businesses: step by step, in writing.

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In this module

What's inside Odoo AI

AI Agents With System Prompts and Tools
Build a configurable agent: write a system prompt that defines its role, give it a knowledge source it can search, and pick which tools it is allowed to call (search Odoo records, send an email, create a task, look up a customer). The agent runs as a chat composer next to any record or as a standalone chat.
Knowledge Sources for Retrieval-Augmented Answers
Point the agent at documents you upload, Knowledge articles you index, structured Odoo data, or a website URL. The agent retrieves the relevant chunks before answering, so its responses cite real source material instead of guessing from training data alone.
OpenAI and Google LLM Support
Bring your own API key. OpenAI models (GPT-3.5 Turbo, GPT-4, GPT-4o, GPT-4.1, GPT-4.1 Mini, GPT-5, GPT-5 Mini) and Google models (Gemini 2.5 Pro, Gemini 2.5 Flash) are supported out of the box. Different agents in the same Odoo can run on different models so the cheap fast model handles deflection bots and the premium model handles the harder reasoning.
AI Server Actions
Wire AI into Odoo's server-action framework: a prompt, an input field, an output field, and the action runs the prompt through the chosen LLM. Common patterns include drafting an email from a deal's notes, summarizing a long ticket thread, scoring a lead against ICP criteria, and extracting structured data from a free-text field.
AI Fields on Any Record
Add an AI Field to a record. The field carries its own prompt and refreshes when the record changes (or on demand). Use it for a quick auto-summary of a record's chatter, a suggested next-best-action for a customer, or a generated subject line for an outbound email.
Chat Composer in the Side Panel
Open the chat composer next to any record (a lead, a ticket, a vendor bill, a page) and chat with the AI about that record. The composer has the record's context loaded, so a sales rep can ask 'draft a follow-up email mentioning the two objections from the last call' and the AI answers with the call notes already in scope.
Auto-Installed Bridges to Other Odoo Apps
When AI is installed alongside CRM, Accounting, Documents, Knowledge, Website, Phone, Live Chat, Recruitment, or Sign, the matching bridge module auto-installs. Each bridge wires AI into the parent app: outbound email drafting on CRM, bill extraction on Accounting, page drafting on Website, call transcription on Phone, candidate analysis on Recruitment.
Document Indexing With Embeddings
Documents uploaded to the AI knowledge source are indexed using the configured embedding model (OpenAI's text-embedding-3-small or Google's gemini-embedding-001). The agent's retrieval finds the most relevant chunks before answering, so accuracy stays high on large knowledge bases.
Topics for Quick-Start Agents
AI Topics are pre-built templates for common agent shapes. Pick a topic (Customer Support, Sales Coach, Document Q&A) and Odoo seeds the agent with the right system prompt, the right tools, and the right knowledge source slots, ready to point at your own data.
Permission-Aware Responses
The agent runs with the calling user's permissions. If a user without access to a record asks the agent about it, the agent does not have visibility either. AI does not bypass Odoo's security model; it inherits it.
Built for

Is Odoo AI right for your team?

Outgrowing the entry-level tools

SMBs whose data lives in QuickBooks, HubSpot Free, or Excel spreadsheets that were set up when the business was smaller. The team now spends hours building reports by hand and reconciling between tools every month-end.

Picking the right Odoo AI setup

Companies evaluating which Odoo apps to start with and how to configure them around how the business actually runs.

Operations across multiple tools

Retail, manufacturing, mechanical, or professional services businesses with 10 to 200 employees running on a patchwork of point tools. The team wants one database for the whole company instead of Zapier holding it together.

At a glance Enterprise tier Cloud, Odoo.sh, or self-host iOS + Android app 15-day free trial CSV migration from current tool Odoo Ready Partner support
Bundle

Apps people often run with Odoo AI

Odoo AI plugs into many other Odoo apps through auto-installing bridge modules. Odoo CRM gets outbound email drafting and a chat composer on every deal. Odoo Accounting gets vendor-bill extraction and bank-statement line classification. Odoo Documents gets file indexing for agent search and metadata extraction. Odoo Knowledge gets AI-drafted articles and an agent that answers questions from indexed articles. Odoo Website gets a page-drafting assistant inside the editor. Odoo Phone gets call transcription and summary writing. Odoo Live Chat gets an AI assistant that can run a first response before a human picks up. Odoo Recruitment and Odoo Sign each get their own AI bridges for candidate analysis and document assistance. Each bridge auto-installs when both AI and the parent app are present.

Odoo CRMTrack leads and close opportunities
Odoo AccountingManage financial and analytic accounting
Odoo DocumentsCollect, organize and share documents.
Odoo KnowledgeCentralize, manage, share and grow your knowledge library
Odoo WebsiteEnterprise website builder
Odoo PhoneMake and receive phone calls from within Odoo.
Odoo Live ChatChat with your website visitors
Odoo RecruitmentTrack your recruitment pipeline
Pricing

What Odoo AI costs

One App Free
CA$0
forever
  • One app, unlimited users
  • Multi-company allowed
  • Odoo Online hosting
  • Dependent apps included free
If Odoo AI is the only Odoo app you install
Most teams pick this
Standard
CA$35.20
/user/month, billed yearly
  • Every Odoo app included
  • Odoo Online hosting
  • Free 15-day trial
  • iOS + Android mobile app
Start free trial →
Charged monthly: CA$44/user. Yearly billing saves 20%.
Custom
CA$55
/user/month, billed yearly
  • Everything in Standard
  • Studio (no-code customizer)
  • Multi-company management
  • Hosting: Online, Odoo.sh, or on-premise
  • External API access
Choose this when you need custom layouts or multi-company management.
Calibre Implementation
Quote
phase-by-phase, in writing
  • Scoping, configuration, training
  • Data migration from your current tool
  • Named engineer through go-live and support
Book the call →
Free 45-minute scoping call. Quote in writing before any code ships.

Pricing source: Odoo's published Standard and Custom plans as of 2026-05. Calibre quotes in CAD; conversion from Odoo's local pricing in your region may vary.

Questions

Common questions about Odoo AI

Is Odoo AI free?
Odoo AI is part of the paid Odoo Enterprise tier (around CA$35.20 per user per month billed annually for the full Odoo suite). You can test it free on the Odoo 15-day trial alongside every other app. Odoo's one-app-free rule applies: if AI is the only Odoo app you install on Odoo Online, you pay nothing for the Odoo software, forever. Separately from the Odoo licence, you pay your chosen LLM provider (OpenAI or Google) for the per-token AI usage at their standard rates. Odoo does not mark up the AI consumption. For typical use, LLM costs run a few dollars per active user per month.
What's the difference between Odoo AI in Community and Enterprise?
Odoo AI is part of the Enterprise tier. There is no Community version. All of the AI features (agents, server actions, AI fields, the chat composer, document indexing, the bridges to CRM, Helpdesk, Accounting, Knowledge, Website, Phone, Live Chat, and Documents) live in Enterprise. Community users can still build their own integrations against OpenAI or any other API in custom code, but the in-app AI experience is Enterprise-only.
Does Odoo AI work with Anthropic Claude, or only OpenAI and Google?
Out of the box, Odoo AI supports OpenAI and Google as LLM providers. Anthropic Claude is not on the supported provider list as of the current Odoo release; if a team wants to wire Claude in, it currently takes a custom integration through Odoo's server-action framework against the Anthropic API directly. Calibre can build that connector during the rollout if Claude is a hard requirement; otherwise teams typically pick from OpenAI's models (GPT-4o, GPT-5, GPT-5 Mini) or Google's (Gemini 2.5 Pro, Gemini 2.5 Flash) which are supported natively.
Where does the AI get its data from? Does it have access to all our records?
An AI agent runs with the calling user's permissions. If a user does not have access to a record, the agent does not have access either. The agent can search Odoo records that the user can see, query a Knowledge source you pointed it at, search uploaded documents you indexed, and crawl a website URL you allowed. It does not auto-discover or surface anything the user could not have looked up manually. Audit trails log every agent query and the records that were touched.
Can I run AI on my phone?
Yes. The Odoo mobile app (iOS and Android) carries the chat composer, the AI agent surfaces, and the same access to AI server actions you have on desktop. A sales rep on the road can ask the AI agent to summarize the deal history before walking into a meeting; a support agent can ask AI to draft a response from the phone. The polished native mobile app is part of the Enterprise tier (AI itself is Enterprise, so this is implicit).
What kinds of business tasks does Odoo AI handle well?
Strongest fits are document extraction (vendor bills, bank statements, expense receipts), text summarization (long ticket threads, meeting transcripts, customer chatter), text drafting (outbound sales emails, product descriptions, knowledge articles), classification (lead scoring, ticket categorization, expense categorization), and retrieval-augmented answers (an internal Q&A agent over your indexed Knowledge articles). Tasks that need a complex multi-step workflow with branching logic are better handled by the bridges to specific apps rather than as a freeform chat.
What's the catch? Where does AI fall short?
Three common limits to plan around. First, accuracy on edge cases: AI is excellent on typical examples and weaker on unusual ones, so a human review step is still wise on high-stakes outputs. Second, cost: per-token charges scale with usage, so a deflection bot running on every customer chat needs cost budgeting. Third, scope: Odoo AI today supports OpenAI and Google LLMs natively; other providers (Anthropic Claude, open-source local models) require custom integration. Calibre helps with the cost-modelling and the human-review workflow during rollout.

Working with Calibre

How long does a Calibre implementation typically take?
Single-module rollouts on an existing Odoo setup run 2-6 weeks depending on data migration scope. Greenfield Odoo with a multi-module rollout runs 4-16 weeks. Calibre commits to a written, phase-by-phase timeline after the free scoping call before any code is written.
How much does a Calibre implementation cost?
Cost depends on module scope, user count, custom work, and migration complexity. Calibre's posture is a written fixed-phase quote after the scoping call rather than an hourly engagement, so the cost is committed in writing before the first commit.
What happens to our data if we ever want to leave Odoo?
Everything exports. CSV, XML, or a full PostgreSQL database dump, yours on day one. Migrating off Odoo has been done before and it's not a one-way door.
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Talk to Calibre about Odoo AI.

Written, phase-by-phase quote before any code is written. Odoo Ready Partner, Calgary. In-house team, no offshore handoffs.

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What you get

  • Free 45-minute scoping call with an Odoo-certified engineer
  • Module-by-module fit/gap assessment
  • Written, phase-by-phase quote
  • Named engineer for implementation and support
  • Data-export commitment in writing