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| 1 | +:show-content: |
| 2 | +:hide-toc: |
| 3 | + |
1 | 4 | == |
2 | 5 | AI |
3 | 6 | == |
4 | 7 |
|
| 8 | +.. |AI| replace:: :abbr:`AI (artificial intelligence)` |
| 9 | + |
| 10 | +Artificial intelligence (AI) in Odoo enhances productivity across all apps by providing intelligent, |
| 11 | +context-aware assistance. It helps users work faster, make better decisions, and automate routine |
| 12 | +tasks, all while staying within the familiar Odoo interface. |
| 13 | + |
| 14 | +Ask AI |
| 15 | +====== |
| 16 | + |
| 17 | +The :guilabel:`Ask AI` feature allows users to receive assistance anywhere in an Odoo database. It |
| 18 | +understands natural language and can answer questions, open views, and improve content. |
| 19 | + |
| 20 | +To enter a prompt from anywhere in the database, enter :kbd:`Ctrl` + :kbd:`k` to open the command |
| 21 | +palette. From here, type in a prompt, then click the |AI| icon or hit enter. This opens a |
| 22 | +conversation window with the *Ask AI* agent. |
| 23 | + |
| 24 | +.. image:: ai/command-palatte.png |
| 25 | + :alt: An open command palatte with a prompt. |
| 26 | + |
| 27 | +.. important:: |
| 28 | + The *Ask AI* agent is instructed not to display an error to a user. If it is unable to complete |
| 29 | + the requested query, it responds that it is unable to complete the request at that time. |
| 30 | + |
| 31 | +After the agent has responded, hover over the response to do one of the following: |
| 32 | + |
| 33 | + - :guilabel:`Send as Message`: opens an email pop-up with the contents of the response in the body |
| 34 | + of the message. The message can be edited before it is sent. |
| 35 | + - :guilabel:`Log as Note`: opens a chatter pop-up with the contents of the response. The note can |
| 36 | + be edited before it is logged as a note. |
| 37 | + - :icon:`fa-copy` :guilabel:`(Copy)`: copies the contents of the response to the clipboard. |
| 38 | + |
| 39 | + .. image:: ai/response-options.png |
| 40 | + :alt: A response from an agent with the send, log, and copy options visible. |
| 41 | + |
| 42 | +.. note:: |
| 43 | + These options are pre-configured *Default Prompts*. The default prompts can be edited, and new |
| 44 | + prompts can be added through the **AI** application. |
| 45 | + |
| 46 | +.. tip:: |
| 47 | + To open the conversation with the agent in the **Discuss** app, click on the header of the |
| 48 | + conversation window, then click :icon:`fa-expand` :guilabel:`Open in Discuss`. |
| 49 | + |
| 50 | + .. image:: ai/open-in-discuss.png |
| 51 | + :alt: The header of a conversation window with the open in discuss option visible. |
| 52 | + |
| 53 | +AI button |
| 54 | +--------- |
| 55 | + |
| 56 | +In addition to the command palette, the |AI| button can be utilized to open a conversation with the |
| 57 | +*Ask AI* agent as well. The |AI| button is located in the top-right corner of the screen and is |
| 58 | +available throughout the database regardless of what app the user is currently using. |
| 59 | + |
| 60 | +After clicking the |AI| button, a conversation window opens with the *Ask AI* agent. Either type a |
| 61 | +request in the message field or click one of the preconfigured message prompts. |
| 62 | + |
| 63 | +.. figure:: ai/ai-button.png |
| 64 | + :alt: The AI button opens a window that includes suggested conversation prompts. |
| 65 | + |
| 66 | + The AI button opens a window that includes suggested conversation prompts. The prompts vary based |
| 67 | + on where in the database the button was clicked. |
| 68 | + |
| 69 | +Common requests |
| 70 | +=============== |
| 71 | + |
| 72 | +Below are some common requests that the *Ask AI* agent can assist with: |
| 73 | + |
| 74 | +- Translation: *Translate the most recent chatter message* |
| 75 | +- Summarize: *Summarize this chatter thread* |
| 76 | +- Text generation: *Generate a follow-up message* |
| 77 | +- Improve: *Improve this message draft* |
| 78 | +- Suggest: *Suggest next steps for the sales rep/support agent* |
| 79 | + |
| 80 | +.. important:: |
| 81 | + The standard *Ask AI* agent **cannot** make changes to the database. As such, it can open views |
| 82 | + and display reports, but it cannot create leads or alter data. For more information on |
| 83 | + customizing agents to complete tasks, see :ref:`Topics <ai/topics>`. |
| 84 | + |
5 | 85 | .. toctree:: |
| 86 | + :titlesonly: |
6 | 87 |
|
7 | 88 | ai/agents |
8 | 89 | ai/fields |
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