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[ADD] AI: Ask AI
closes #15151 Signed-off-by: Felicia Kuan (feku) <[email protected]>
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==
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AI
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==
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.. |AI| replace:: :abbr:`AI (artificial intelligence)`
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Artificial intelligence (AI) in Odoo enhances productivity across all apps by providing intelligent,
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context-aware assistance. It helps users work faster, make better decisions, and automate routine
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tasks, all while staying within the familiar Odoo interface.
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Ask AI
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======
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The :guilabel:`Ask AI` feature allows users to receive assistance anywhere in an Odoo database. It
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understands natural language and can answer questions, open views, and improve content.
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To enter a prompt from anywhere in the database, enter :kbd:`Ctrl` + :kbd:`k` to open the command
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palette. From here, type in a prompt, then click the |AI| icon or hit enter. This opens a
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conversation window with the *Ask AI* agent.
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.. image:: ai/command-palatte.png
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:alt: An open command palatte with a prompt.
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.. important::
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The *Ask AI* agent is instructed not to display an error to a user. If it is unable to complete
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the requested query, it responds that it is unable to complete the request at that time.
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After the agent has responded, hover over the response to do one of the following:
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- :guilabel:`Send as Message`: opens an email pop-up with the contents of the response in the body
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of the message. The message can be edited before it is sent.
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- :guilabel:`Log as Note`: opens a chatter pop-up with the contents of the response. The note can
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be edited before it is logged as a note.
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- :icon:`fa-copy` :guilabel:`(Copy)`: copies the contents of the response to the clipboard.
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.. image:: ai/response-options.png
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:alt: A response from an agent with the send, log, and copy options visible.
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.. note::
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These options are pre-configured *Default Prompts*. The default prompts can be edited, and new
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prompts can be added through the **AI** application.
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.. tip::
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To open the conversation with the agent in the **Discuss** app, click on the header of the
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conversation window, then click :icon:`fa-expand` :guilabel:`Open in Discuss`.
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.. image:: ai/open-in-discuss.png
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:alt: The header of a conversation window with the open in discuss option visible.
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AI button
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---------
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In addition to the command palette, the |AI| button can be utilized to open a conversation with the
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*Ask AI* agent as well. The |AI| button is located in the top-right corner of the screen and is
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available throughout the database regardless of what app the user is currently using.
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After clicking the |AI| button, a conversation window opens with the *Ask AI* agent. Either type a
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request in the message field or click one of the preconfigured message prompts.
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.. figure:: ai/ai-button.png
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:alt: The AI button opens a window that includes suggested conversation prompts.
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The AI button opens a window that includes suggested conversation prompts. The prompts vary based
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on where in the database the button was clicked.
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Common requests
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===============
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Below are some common requests that the *Ask AI* agent can assist with:
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- Translation: *Translate the most recent chatter message*
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- Summarize: *Summarize this chatter thread*
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- Text generation: *Generate a follow-up message*
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- Improve: *Improve this message draft*
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- Suggest: *Suggest next steps for the sales rep/support agent*
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.. important::
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The standard *Ask AI* agent **cannot** make changes to the database. As such, it can open views
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and display reports, but it cannot create leads or alter data. For more information on
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customizing agents to complete tasks, see :ref:`Topics <ai/topics>`.
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.. toctree::
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:titlesonly:
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