AI Complete Suite

Setting Up AI

1. AI Configuration

Navigate to: Settings > Technical > AI > Configurations

1. Create AI Configuration:

   • Type: choose your prefered AI provider
   • API Key: your provider API key
   • Model: leave default or input the name of your prefered model

   • Parameters:

     • Temperature: 0.7 (recommended for balanced responses)
     • Max Tokens: 2048 (or as needed)

2. Data Sources Setup

Navigate to: Settings > Technical > AI > Data Sources. You can create three types of data sources:

1. Model Data Source:

   • Select Odoo model (e.g., product.template)
   • Choose fields to index
   • Set domain filters if needed

2. URL Data Source:

   • Add URL patterns for crawling:

     /faq/*
     /documentation/*
     https://yoursite.com/help/*
     

   • For URL pattern, the system will crawl the URLs that match the pattern from the sitemap.xml only. If you want to index the URLs that do not in the sitemap, you should input those exact URLs instead of using pattern.

3. Text Data Source:

   • Input text content directly
   • Useful for company policies, guidelines, etc.

After creating data sources, click "Index Data" to process them.

3. Context Setup

Navigate to: Settings > Technical > AI > Contexts

1. Create Basic Context:

   • Name: e.g., "Sales Support"
   • Description: Purpose of this context

2. Configure Instructions:

   You are a [role] for [Company].
   Your main tasks:
   - Task 1
   - Task 2
   - Task 3
   

3. Define Rules:

   • When to provide information
   • When to escalate to humans
   • Response style guidelines

4. AI Assistant Configuration

Navigate to: Settings > Technical > AI > Assistants

1. Create Assistant:

   • Name: e.g., "Sales Assistant"
   • Select configuration
   • Assign relevant data sources
   • Choose suitable context

2. Create different assistants for different purposes:

   • Customer Support
   • Sales
   • Technical Support

Using AI Features

1. Discuss Integration

Direct Chat:

1. Open Discuss
2. Click "+" for new conversation
3. Select AI assistant
4. Start chatting
5. Images upload supported (exclude OdooAI)

Channels / Threads:

• Use @mention to call AI

2. Livechat Integration

Setup:

1. Go to: Website > Configuration > Livechat Channels
2. Add AI assistant as operator
3. Configure AI context

Features:

• 24/7 AI availability
• Automatic human handover when needed
• Context-aware responses

Best Practices

1. Data Sources:

   • Regularly update and index data sources
   • Use specific domains to limit data scope
   • Combine multiple data sources effectively

2. Assistant Setup:

   • Create specialized assistants for different tasks

   • Use appropriate temperature settings:

     • Lower (0.3-0.5) for factual responses
     • Higher (0.6-0.8) for creative interactions

3. Context:

   • Keep base instructions clear and specific
   • Layer contexts for different scenarios
   • Regular review and updates of context data