AI Assistant NexGen

It is a conversational AI Copilot inside Odoo. Ask in plain language to search records, create/update data (with approval), open views and reports, post chatter, send emails, search indexed documents (RAG), and jump straight to records — all under your existing access rights.

Odoo 19.0 Community and Enterprise, on-premise and Odoo.sh. Third-party Apps Store modules are not available on Odoo Online (odoo.com SaaS).

The Copilot works on both. Some accounting report client actions need the Accounting Reports app (Enterprise). For Community, aged receivable/payable and similar asks get a clear summary table plus an action to open unpaid invoices.

Yes. The assistant runs as the logged-in user, so company context, record rules and multi-company access rights apply exactly as they do in the normal UI.

No. Install from Apps, add your API key on an AI Provider, assign the AI Copilot User / Manager groups, and start chatting from the systray or the fullscreen workspace.

1) Install the module. 2) Open AI Copilot → Configuration → AI Providers, set a real API key and activate a chat model. 3) Add yourself (or users) to AI Copilot User. 4) Click the magic icon in the systray or open the fullscreen workspace and ask a question.

OpenAI, Anthropic Claude, Google Gemini, NVIDIA NIM, and OpenRouter (100+ models). Configure several providers and switch from Settings or the in-chat model dropdown.

No. Bring your own API keys and pay each provider directly at their published rates. The module price is a one-time Apps Store license fee — not a usage subscription.

Yes. Keep multiple providers active and pick the model per conversation from the dropdown (for example Gemini for speed, Claude for long documents, OpenAI for coding-style answers).

The Copilot rejects empty or placeholder keys and shows a clear configuration message instead of calling the provider. Update the key on the provider form and try again.

No. Create, update, delete, email, chatter posts and server/window actions require an explicit approval plan. You review the steps and Approve or Reject before anything is written.

Read tools (search, count, group, open view, document search, accounting report lookup) run automatically. Write tools and side-effects (create/update/delete, post chatter, send email, run actions) always need your approval.

Nothing is written. The plan is cancelled, the rejection is logged in the audit trail, and you can ask the Copilot to adjust the plan or do something else.

No. Tools execute as the current user. If the user cannot read or write a model, the Copilot cannot either — and it explains the access denial clearly.

Yes. Native ORM tools work on any installed model the user can access — including custom apps — subject to ACL and record rules.

20+ tools including search/list records, count, group-by aggregates, create/update, open list/form/actions, accounting reports, post chatter, send email, document RAG search, and more. Read tools auto-run; write tools need approval.

Common asks like “top 5 leads”, “count open invoices” or “list unpaid bills” are answered via a fast path without a full multi-step tool loop — so lists and counts feel instant while still respecting security.

Yes. When the Copilot creates or finds a record, you get an Open button (and linked refs) to jump straight to that form in the current database — in both sidebar and fullscreen modes.

Use the fullscreen workspace for deep analysis, long threads and sharing. Use the systray sidebar when you want the Copilot beside Contacts, Sales, Inventory or any other screen without leaving context.

Click the magic / AI icon in the top systray. The panel docks on the right so you can ask questions while staying on the current app.

Yes. Hit Stop to cancel the in-flight provider response. Partial text already shown stays in the thread; you can rephrase and send again.

Yes. Share a formatted HTML transcript via Discuss or email so teammates see the same Q&A without re-running the prompts.

Yes. Create new chats anytime, switch history from the sidebar list, archive old threads, and pick a different model per session when needed.

Yes. Attach PNG, JPEG and PDF. Gemini, OpenAI and Claude receive multimodal content when supported; other providers get extracted text where available.

RAG (Retrieval-Augmented Generation) indexes selected attachments into searchable chunks. When you ask about policies, manuals or contracts, the Copilot retrieves relevant passages and answers with context from your company documents.

Managers open the Document Index / document chunks menu, attach or select files, and run indexing. Chunks are created automatically; you can reindex after updating a file.

Text-rich PDFs and clear policy / handbook documents work best. Scanned image-only PDFs may need OCR or a multimodal model; keep documents reasonably sized for quality retrieval.

Users in the AI Copilot User group. Managers in AI Copilot Manager can configure providers, models, document indexing and review audit logs.

Add them to AI Copilot User. They still only see and change data allowed by their normal Odoo groups — the Copilot never elevates privileges.

Yes. Every tool call is logged with user, tool, model, payload summary and status — including successful reads, approved writes and rejected / failed actions.

Open AI Copilot → Audit Logs (Manager group). Filter by user, date, tool or status to investigate activity.

Keys are stored on the AI Provider records in your database and are only usable by Manager-configured providers. Treat your Odoo backup and admin access with the same care as any other secret store.

Prompts and necessary context are sent to the AI provider you configured (OpenAI, Gemini, Claude, etc.) over HTTPS. Odoo business data is not sent to NexGen. Choose a provider that matches your privacy / region requirements.

Yes — after you approve the plan. It can draft and post chatter messages or prepare outbound emails using the standard Odoo mail stack under your user rights.

Yes. When Accounting Reports is installed it opens the real report action. On Community it returns a readable aging / unpaid summary and an action to browse invoices.

The Copilot fails closed: it returns a friendly “no access” message instead of inventing data or escalating privileges.

Yes. Use the model selector in the workspace / sidebar. New turns use the selected model; earlier messages stay in history for context.

Yes. The UI shows generation in progress and lets you stop. Exact streaming behavior depends on the selected provider and model.

No. Calling cloud AI providers requires outbound HTTPS from your Odoo server. Local Odoo features (menus, ACL) still work; AI answers need connectivity to the chosen provider.

No. They are optional. Many customers start with Gemini or OpenAI only and add OpenRouter / NVIDIA later for extra models or cost control.

Yes. Configure the OpenRouter provider with your key and pick from the synced chat models — useful when you want one billing account for many backends.

After install you create your own sessions. Suggested prompts (search records, create contact, run reports) appear on the empty workspace to help first-time users.

No. It is a backend (internal user) assistant behind the AI Copilot security groups — not a public website chatbot.

You can chat in the language your users prefer; the AI responds in the language of the prompt. Module UI strings follow Odoo’s standard translation system — translate via Odoo’s usual language packs / export.

Depends on base, web and mail only. No mandatory Enterprise apps. Extra apps (CRM, Sales, Accounting, etc.) unlock richer answers when installed.

No. Sessions, messages, providers and audit logs are stored in your database and survive module upgrades. Always take a backup before major upgrades as usual.

OPL-1 (Odoo Proprietary License v1.0). Purchase covers use per the Apps Store terms for your Odoo database(s).

OPL-1 · installation help, configuration guidance, bug fixes and best-practice tips. Email nexgensolutionsodoo@gmail.com.

Contact NexGen Solutions at nexgensolutionsodoo@gmail.com or visit nexgensolutions.odoo.com.

No. NexGen does not host or train on your chat traffic. Prompts go only to the AI provider you configure. Review that provider’s data-use policy for training opt-out options.

Yes via Apps → Uninstall. This removes Copilot menus, systray and related models/data for this module. Take a backup first if you need to keep chat/audit history.

Provider records ship without live secrets. Paste a real key from your OpenAI / Gemini / Claude / OpenRouter / NVIDIA console, set an active chat model, then refresh the Copilot.

Security is primarily through Odoo ACLs and record rules: users cannot act on models they cannot access. Write tools still require per-plan approval even for managers.

Yes. The approval card lists the planned field values (name, email, phone, company, etc.) so you can Approve or Reject before the record is created.

Yes. Ask e.g. “Set Azure Interior’s payment terms to Net 30”. You get an approval plan with the target record and fields; Approve applies the write under your user.

Speed depends on the provider/model and prompt size. Use Instant Fast Search for common lists/counts, pick a faster model (e.g. Gemini Flash), keep attachments lean, and use Stop if a run hangs.

Yes through Odoo’s responsive backend. The sidebar and workspace adapt; for long approvals the fullscreen workspace is usually more comfortable on larger screens.

It is a standalone Copilot app with its own providers, tools and UI. You can run it alongside other AI apps; just avoid duplicate confusing menus by assigning groups carefully.

Listed as a paid Odoo Apps module (see the store page for current price and currency). AI provider usage is billed separately by OpenAI, Google, Anthropic, NVIDIA or OpenRouter.