Odoo AI Analyst Chatbot
by Yugma Tech🤖 AI Analyst
Ask Questions. Get Answers. Make Decisions.
Transform natural language into powerful SQL queries. Get instant insights from your Odoo data with AI-powered analytics.
🎬 See It In Action
Watch how AI Analyst transforms your Odoo experience
✨ Type → Find → Insights!
The fastest way to analyze your data.
⚡ What Sets AI Analyst Apart
Features that give you the competitive edge
🧠 Dual AI Engines: OpenAI + Gemini
Choose between OpenAI GPT models and Google Gemini based on your preference, performance needs, or cost considerations.
- ✓ Switch between OpenAI and Gemini from the UI
- ✓ Use GPT-5 or Gemini 3 Pro for maximum accuracy
- ✓ Always use the latest models for best results
- ✓ Bring your own API key - no middleman
📌 Personal Dashboard with Pinned Charts
Turn any query result into a permanent dashboard widget. Build your personal analytics command center.
- ✓ One-click pin from any chat response
- ✓ Auto-refresh with latest data
- ✓ Customizable widget names
- ✓ Edit mode for widget management
🔗 Clickable Record Links
Query results include clickable links to jump directly to the source records in Odoo. No more searching - just click to navigate.
- ✓ Auto-detect linked records (partners, products, etc.)
- ✓ One-click navigation to form view
- ✓ Works with all relational fields
- ✓ Many2Many fields shown as clickable badges
⭐ Favorites & Saved Queries
Save your most-used queries for instant access. Organize into folders and share with your team.
- ✓ One-click save from any response
- ✓ Folder organization by category
- ✓ Run count tracking
- ✓ Re-run saved queries instantly
🎯 Context-Aware Conversations
The AI remembers your conversation history and understands follow-up questions. Ask "can you also add sales person column" without repeating the context.
- ✓ Add columns to previous results naturally
- ✓ Refine queries ("now filter by last month...")
- ✓ AI understands "above table", "that data"
- ✓ Continuous conversation within a session
🔐 Respects Odoo Permissions
All queries respect your existing Odoo access rules and record-level security. Users only see data they're authorized to access.
- ✓ Honors existing access control lists (ACLs)
- ✓ Respects record rules per user/group
- ✓ Company-aware multi-company support
- ✓ No data leakage between users
🔮 How AI Analyst Works
Natural language in, secure SQL out — executed inside your Odoo database
Smart Schema Embedding
We pre-embed your entire database schema. When you ask a question, we semantically retrieve only the relevant tables - no manual keyword setup required.
Intelligent SQL Generation
Your question + relevant schema context are sent to the AI. Optional keyword mappings enhance accuracy, but the system works great out-of-the-box.
Execute & Visualize
SQL runs locally within Odoo, respecting all access rules. Results are rendered with auto-generated charts.
Ask in Plain English:
"Show me all late shipments to Azure Interior"
⚙️ Generated SQL:
SELECT sp.name, sp.scheduled_date
FROM stock_picking sp
JOIN res_partner rp ON rp.id = sp.partner_id
WHERE rp.name = 'Azure Interior'
AND sp.scheduled_date < NOW();✨ Complete Feature Set
Everything you need for AI-powered data analytics
Auto-Generated Charts
AI automatically selects the best chart type. Switch between Bar, Line, Pie, Doughnut, and Area charts.
SQL Transparency
See the exact PostgreSQL query generated. Copy, validate, or use the "Explain" feature to understand the logic.
Export Anywhere
One-click export to PDF, CSV, Excel, or JSON. Perfect for reports, presentations, or further analysis.
Custom Keyword Mapping
Map your business terms to Odoo models. "Shipments" → stock.picking. The AI speaks your language.
Predefined Questions
Curated starter questions by module (Sales, Inventory, Accounting, HR). Perfect for onboarding new users.
Token Meter & Cost Tracking
See prompt + completion tokens for each query. Monitor usage and optimize for cost efficiency.
Chat History & Sessions
All conversations are saved. Pick up where you left off or revisit past analyses anytime.
Multi-Language Support
Ask questions in English, Spanish, French, German, or any language your AI model supports.
Fully Configurable
All settings configurable from Odoo Settings. AI provider, models, limits, timeouts - customize everything.
🔒 Security First Design
Your business data never leaves your Odoo instance
Read-Only SQL
All queries are strictly SELECT statements. No INSERT, UPDATE, or DELETE is ever executed.
Respects Odoo Permissions
Queries respect your existing access rules and record-level security. Users only see their allowed data.
Schema-Only to LLM
Only table names, column names, and your question are sent to the AI. Zero row-level business data.
🚀 Quick Start Guide
Get started in under 5 minutes
Install the Module
Download from Odoo App Store and install via Apps menu
Configure API Key
Go to Settings → AI Analyst and enter your OpenAI or Gemini API key
Ask Your First Question
Open AI Analyst app and type: "Show me top 10 customers by revenue"
📋 Requirements
- ✓ Odoo 19.0 (Community or Enterprise)
- ✓ PostgreSQL with pgvector extension
- ✓ OpenAI or Gemini API key
- ✓ Works with custom modules
- ✓ On-premise or cloud hosting
- ✓ No external Python dependencies
pgvector extension is required for
smart schema embedding.
brew install pgvector
sudo apt install postgresql-{version}-pgvector(Replace {version} with your PostgreSQL version: 14, 15, 16, 17)
CREATE EXTENSION IF NOT EXISTS vector;
Trouble installing? We provide FREE support!
Contact Us for Help❓ Frequently Asked Questions
Is my business data sent to the AI?
No. Only your database schema (table names, column names, types) and your question are sent to the LLM. No actual business records or row-level data ever leaves your Odoo instance.
Which AI models are supported?
We support both OpenAI (GPT-5, GPT-4, GPT-4o) and Google Gemini (2.5 Pro, 2.5 Flash). We recommend using the latest models for best output quality.
Can the AI modify my data?
Absolutely not. AI Analyst enforces strict read-only mode. Generated SQL is validated to ensure it only contains SELECT statements. INSERT, UPDATE, DELETE are blocked.
Does it work with custom modules?
Yes! AI Analyst automatically discovers all installed models including custom ones. Use the keyword mapping feature to teach the AI your business terminology.
What is the pgvector extension?
pgvector is a PostgreSQL extension that enables vector similarity search. AI Analyst uses it to automatically find relevant tables - no static keyword mapping required!
Does it support multi-company?
Yes! AI Analyst is fully multi-company aware. Queries automatically respect the user's current company context and existing company-based record rules.
What export formats are available?
Export to PDF, CSV, Excel (.xlsx), and JSON. Charts can also be exported as images for reports and presentations.
How do I track AI usage costs?
Each AI response shows the number of tokens used (prompt + completion). Monitor usage patterns and estimate costs based on your AI provider's pricing.
💬 Need Help?
Questions, customization requests, or support?
Email: hello@yugmatech.com
Website: www.yugmatech.com
