Customer service & sales
Connect a website assistant to your catalogue and knowledge base. Help customers find products, capture the enquiry in CRM or Helpdesk, and hand the conversation to the right person.
AI assistants · Documents · Connected workflows
Odoo AI automation
for your business.
Connect AI to Odoo, your CRM and the tools you use. Turn customer questions, documents and business knowledge into useful actions, with your team in control.
Valencia, Spain · Working across Europe
Selected work · ENGWE Spain
From a product question to a sales or service action.
Inside the ENGWE AI assistant →For ENGWE Spain, we built an AI assistant for customer enquiries and their handoff into Odoo workflows. We connected the chat to the product catalogue, knowledge base, CRM and Helpdesk.
The assistant retrieves commercial information, helps with product selection, supports creating leads and tickets, and hands conversations to staff. The team can continue working on the enquiry in Odoo, from the website question to the next sales or service action.
- 01
A customer asks
The enquiry starts in the website chat, with the product question and conversation context.
- 02
The assistant retrieves
Connected tools provide catalogue information and answers from the knowledge base.
- 03
Odoo gets the next action
The assistant can create a lead or ticket through the configured CRM and Helpdesk workflows.
- 04
The team continues
A handoff brings staff into the conversation to continue the sale or service request.
AI automation services
Build around the work,
then connect the tools.
AI is useful when it can find the right information and help the process move forward. We combine model capabilities, business rules and system integrations around a defined task.
Invoices & documents
Extract supplier details, line items and taxes from incoming documents. Connect email, shared folders and messaging to a document workflow with validation, review and processing history.
Internal knowledge & reporting
Give the team a way to find answers in approved business information. Combine data retrieval and calculation rules with AI summaries, so people can follow an answer back to its source.
Content workflows
Connect research, drafting, product information and editorial review. Prepare descriptions and articles from your source material, with an approval step before publication.
Selected work · AI invoice processing
From an incoming PDF
to a vendor bill in Odoo.
We designed and implemented an AI-assisted invoice workflow connected to Gmail, Telegram and Google Drive. It extracted supplier details, line items, taxes and advance payments from PDFs and created structured vendor bills in Odoo.
Document creation and processing logs gave the finance team a connected path from the source invoice to Odoo data, with a record of each document's progress through the system.
See the invoice workflow →The document's path
- RECEIVE
A source document arrives through a connected inbox, chat or shared folder.
- EXTRACT
AI turns the PDF into supplier, line-item and tax information.
- CREATE
The workflow creates a vendor bill and connects it to the source document.
- TRACE
Processing records show how the document moved through the system.
Need payment matching and finance reporting too? Explore Odoo finance automation, including rule-based reconciliation between provider payouts, invoices and bank settlements.
From idea to implementation
Start with a workflow your team can put to use.
We bring business process knowledge and software engineering together. The first conversation establishes the task; detailed discovery and build work follow an agreed scope and cost.
- 01
Choose one useful workflow
We map the task, data sources and the actions your team wants AI to perform. Together, we define the acceptance criteria and how to measure the result.
- 02
Connect, test and review
We build the integrations and test representative questions, documents and handoffs. Your team reviews the output and checks the workflow before rollout.
- 03
Launch and improve
We agree access, approval steps, monitoring and support. Processing records and team feedback guide the next improvement.
AI, in practical terms.
Do you only build AI automation for Odoo?
We build AI automation for Odoo and other business tools. The setup can connect your CRM, ERP, website, email, messaging and document storage. We choose the connections around the workflow and the systems your team already uses.
What can an Odoo AI assistant do?
An assistant can retrieve catalogue and knowledge-base information, help with product selection, create a CRM lead or Helpdesk ticket through configured tools, and hand a conversation to staff. For ENGWE Spain, we built these connections so an enquiry can move from website chat into the team’s work in Odoo.
Does the AI run inside Odoo?
Odoo is where your team can see records and continue the workflow. The solution can connect Odoo to external AI models, document processing and communication services. We map which information each service uses and which actions the integration is allowed to perform.
Where does a person review the work?
We design review points around the task. Finance staff can check extracted invoice data before the agreed accounting action; a service team can take over a conversation; an editor can approve content before publication. Permissions and escalation paths are part of the workflow design.
How do you handle business data and access?
We define the data sources, model providers, access permissions and retention requirements during scoping. Private deployment can be considered where the workflow requires it. We document the integrations and agree which information may be sent to each service.
What is a sensible first AI project?
Choose a recurring task with accessible source information and a clear next action, such as routing customer enquiries or preparing invoice data. We agree a focused scope, test cases and acceptance criteria before expanding to more workflows.
Can our team maintain the automation?
The project scope sets out source-code handover, repository access, workflow documentation and third-party licences. We explain the services the solution depends on and agree training and ongoing support with your team.
Which workflow should AI help with?
Tell us what your team does today and which tools hold the information. We'll discuss a useful first workflow and the steps needed to connect it.