InsightMate 360 - Complete AI Automation Suite
InsightMate AI Bundle brings together multiple AI-powered features into a single unified solution within
Odoo. Configure AI providers, manage models, and enable intelligent automation across different business
processes such as content generation, workflow execution, and data analysis from one centralized platform.
With seamless integration and flexible configuration, users can leverage AI capabilities across modules to
improve productivity, reduce manual effort, and make smarter business decisions. The bundle provides a
scalable foundation to extend AI usage across various operations while maintaining full control and
visibility.
AI Insight Assistant - Talk to Your Data
AI Live Chatbot - Real Time Intelligent Support
AI Dashboard Studio - From Data to Decisions
Flow Builder - Your Processes, On Autopilot
AI Recruitment Assistant - Smarter Hiring Decisions
MCP Server - Connect, Control, Automate Odoo
Workflow
Active/Deactive AI Apps as per your requirements.
State will change based on your input.
It will auto-install the dependent apps when you activate it.
Features
AI-Powered Workflows
Use AI inside workflows for intelligent automation and dynamically process business data.
LLM Providers with openrouter
Configure OpenRouter to access multiple AI models through a single API, allowing flexible model selection.
Visual Workflow Builder
Design workflows easily using a drag-and-drop interface to connect conditions and actions in a structured flow.
Model-Based Workflows
Create workflows for any Odoo model and automate processes based on specific business objects.
Conditional Flow Logic
Apply conditions to control workflow execution and ensure actions run only when criteria are met.
Multi-Action Execution
Execute multiple actions like create, update, email, SMS, and activities within a single workflow.
Activate/Deactivate Workflows
Easily control workflow execution by enabling or disabling workflows as needed.
End-to-End Automation Flow
Build complete automation pipelines from trigger to action within a single workflow.
Auto-Update Records
Automatically update field values of records based on workflow conditions and logic.
Automatically Create New Records
Create new records dynamically from workflows with predefined or conditional values.
Send Automated Emails
Send automated emails to users or contacts directly from workflow execution.
Duplicate Records
Create a copy of existing records automatically using workflow-based duplication logic.
Create Activities automatically
Schedule and assign activities to users directly from workflow execution for task management.
Track Workflow Activity History
Maintain a history of workflow runs to review past executions and actions performed.
Node-Based Flow Design
Create workflows using connected nodes to visually define the sequence of conditions and actions.
SMS Notification Action
Trigger SMS notifications to keep users informed during workflow processes.
Manage Followers Automatically
Automatically add or remove followers to records through workflow execution for better communication and tracking.
Key Features
Workflow
Go to the 'Flow Engine'.
Click 'New' to create new workflow record.
Enter Workflow Name and click 'Open Visual Builder'.
Drag and drop nodes to start designing the workflow.
Add Condition and then configure rules to control execution flow.
Connect Nodes and then press Save to save the workflow.
'Automation Rules' field shows created workflow. You can active/deactive from toggle.
Now select record data, and workflow will execute.
It shows history in the chatter.
AI providers list view that we can use for the workflow.
Enter API Key.
Create workflow with AI.
AI will auto execute workflow.
Features
LLM Provider Configuration
Configure AI providers and enable models to use AI features in recruitment.
Custom AI Prompt Setup
Define prompts to control how Resume/CV data is analyzed and processed.
Skill Type Management
Create and manage skill categories for better Resume/CV classification.
AI Extraction
Convert uploaded CV documents into structured data using AI processing.
Job Skill Configuration
Define expected skills in job positions for candidate evaluation.
Matching Percentage Score
View AI-generated matching percentage between candidate and job role.
Candidate Details Capture
Easily capture and manage candidate information such as name, email, phone number, and tags in a structured format.
Key Features
Workflow
Configure LLM Providers.
Enter system prompt and then activate model to define Resume/CV analysis behavior.
Select the LLM Provider in settings and choose the skill option as per the requirement.
You can manage 'Skill Types' in the recruitment configuration.
Set All Skill Types.
Click Digitize Document AI and then process Resume/CV to extract structured data.
View AI-generated Resume/CV analysis and then review skills, experience, and summary. Note tab with data.
Details tab with data.
Skills tab with data.
Now we select 'Skills from Job Position'.
Set Expected Skills in Job Position and then compare with applicant Resume/CV match.
View AI-generated Resume/CV analysis and then review skills, experience, and summary. Note tab with data.
Details tab with data.
Skills tab with data.
Features
MCP Access Rights Management
Configure and manage access rights for MCP users and operations. Control permissions to ensure secure data handling.
Natural Language Processing
Enables users to interact with Odoo using plain language, converting queries into actionable insights. Automates text understanding, classification, and data extraction for faster, smarter decision-making.
Create Records
Create new records directly through MCP-enabled secure access. Automate data entry and streamline business processes.
Read Records
Fetch and view records securely through MCP-enabled access. Retrieve structured data efficiently based on defined permissions and access controls.
Update Records
Update existing records securely through MCP access controls. Ensure accurate data modifications with proper permissions.
Delete Records
Delete records securely using controlled access permissions. Ensure proper authorization before performing data removal.
Restrict What AI Can Use
Control which models, fields, and data are accessible to AI operations. Ensure secure and limited AI usage by defining strict access boundaries and permissions.
Field-Level Access Control
Control access to specific fields within models for precise data exposure. Allow only required fields based on permissions.
Model Level Access Control
Restrict access to specific Odoo models to control data visibility. Ensure secure usage by limiting model-level access.
Dashboard Creation
Create dynamic dashboards using secure token-based data access. Visualize key metrics and insights in a structured view.
Chart Creation
Generate charts to represent data in a clear and visual format. Analyze trends and patterns with real-time graphical insights.
Dashboard Link Sharing
Share dashboards securely using generated access links. Provide controlled access to insights without exposing full system.
OAuth Connection Setup
Connect securely using OAuth 2.1 authentication for advanced integrations. Ensure standardized and protected access control.
Token URL Connection Mode
Enable quick connections using secure token-based URLs. Simplify integration with external systems and tools.
Key Features
Workflow
Go to the 'Users'.
You can set access rights for AI under user settings.
Go to the 'AI MCP'.
Create a new MCP server.
Method 1: Connect with the token URL.
Click on 'Regenerate URL Token'.
Copy URL.
Go to the 'Claude' -> Customization.
Go to the connectors, click add custom connector.
Add the MCP name, URL, and click 'Add'.
After connected it shows all details.
Method 2: Connect with OAuth.
Go to the connectors, click custom connector, add all details, and click 'Add'.
Click to connect.
After connected it shows all the details.
You can remove or disconnect as per requirements.
Technical details are shown in these tabs.
Generate instructions as per the requirement.
Define controlled access by specifying which models, operations (read, create,
update, delete), and fields users or AI can interact with—ensuring data security and
precise permission management.
You can restrict access for either all fields or only selected fields for a given
model.
You can control which actions are permitted on a model, such as confirm, cancel etc ensuring users or AI can only perform specific operations as needed.
Click 'Generate Dashboard'.
Generate Dashboard form with options.
Chart tab with generate charts.
Dashboard view.
Click 'Generate Charts.'
Generate Charts form with options.
Features
Key Features
Workflow
You can set access rights for AI Assistance under user settings.
The AI Chat menu allows users to manage conversations with AI models.
Users can create a new AI chat session, assign or edit a session name, and select from multiple AI models. Previous chat histories are listed on the sidebar for easy reference.
Users can switch between multiple AI models directly from the chat interface. Available options include Google’s Gemini series and OpenAI’s ChatGPT series (from 4o to 5 nano).
Users can easily rename a chat session by clicking the session title, editing it, and saving the new name. Based on the user’s query, AI-generated outputs are displayed in multiple formats — List View, Kanban View, Graph View, or Pivot View.
Users can manage their chat history effortlessly by deleting unwanted chat sessions with a single click.
A confirmation popup appears when deleting a chat session, ensuring that users don’t accidentally remove important conversations.
The Chat Session List View provides a centralized overview of all AI chat sessions in Odoo. Each record displays key details such as session name, selected AI model (LLM provider), message count, chat status, timestamps for the last message, and creation date.
The Chat Session Form View displays detailed insights of an individual AI chat session. Admins can also access Debug Info for each message to review technical details, making this view ideal for analysis, troubleshooting, and audit purposes.
AI Chat requests to show all confirmed sale orders from the admin role.
Sales orders total count at the backend for the admin role.
AI gives the sales order list in the conversation.
Now we change access rights to users.
AI Chat requests to show all confirm sale orders.
AI gives the sales order list in the conversation as per the assigned role.
Sales orders total count at the backend as per the assigned role.
Now we change access rights to none.
AI Chat requests to show all confirmed sale orders, so AI will not give a list and display a message like below.
Odoo users, along with their login names and roles.
We have a custom-developed app, named the knowledge base system.
Articles list view with all articles.
The Marc Demo user is set up with access to view their own and public documents only.
AI Chat requests to view all available articles, so AI gives articles as per the assigned roles in a conversation.
Now we change access to the manager role.
AI Chat requests to view all available articles.
AI gives articles as per the assigned roles in a conversation.
You can enable Debug Mode from the configuration to view detailed AI response logs. From the chat session form view, clicking on Debug Info opens the AI Response Debug window, showing both Response Content and Debug Information (JSON) tabs.
Once Debug Mode is enabled, admins can access the Debug Information (JSON) tab showing detailed technical logs for LLM processing.
This screen displays details of the configured LLM provider, including model name, response style, and API key settings. Admin can define the provider API key, activate or set the default LLM, and manage the system prompt that guides AI behavior and accuracy.
This list view displays all available LLM models configured in Odoo, such as ChatGPT and Gemini versions. It is accessible only to admins and shows details like provider name, model code, default LLM status, and activation toggle for each AI model.
This view shows the AI Chat interface visible to users, featuring dark mode based on user preferences.
Click on the "Share" button to share the chat.
After that, the share link is generated. Copy the link.
Paste the copied link to open chat.
Click on the "Export Chat" button to export the chat.
You can import the exported chat using the "Import Chat" button.
Select chat from the wizard, and click "open".
Your chat is imported; you can continue the chat.
Click on pause icon to stop AI response.
It shows notification for it.
You can see cancelled chat in chat history also.
'Is cancelled' ticked in that chat.
Go to the 'AI Assistance'.
Click 'Let's do it'.
Select the model and click 'Continue'.
Enter your API key, and click 'Verify & Continue'.
It shows a success message after the verification.
Select the agent and click 'Continue'.
Select response style and complete setup.
You can start chatting now.
Select Always, Never, or Auto to control AI model view visibility.
Select OpenRouter and enter your OpenRouter API key to enable OpenRouter integration.
Browse and select from the wide range of AI models available through OpenRouter.
Configure your preferred OpenRouter model as the default provider for AI interactions.
Start chatting using your selected OpenRouter model seamlessly within the AI Chat interface.
Connect multiple AI providers, choose your preferred models, and control how AI interacts with your Odoo data. Define access rules to ensure AI only creates, updates, or archives records within permitted boundaries — keeping your system secure and compliant.
Fill in the required details to configure a new AI provider record.
Start conversation.
Set action views, add requirements, and select an AI model provider.
When attempting to update a record and update action is restricted in the system settings, the AI assistant does not perform the action. Instead, it displays a message similar to the example shown below.
If you attempt to update a record that is not restricted by system settings, the update will proceed. The system will present you with an option to review the change and either approve or reject it before it is finalized.
On approval, it will make changes.
Chatter history that was recorded with AI.
AI Write Request menu and list view.
Features
Key Features
Workflow
Assign Live Chat access to control who can manage and operate AI-powered live chat features.
Grant AI accessibility permissions to allow selected users to configure LLM settings, knowledge bases, and AI Live Chat behavior.
Go to the AI Live Chat -> AI Bots.
View all configured AI bots with their assigned AI model and connected knowledge sources.
Define the AI bot name and its primary responsibility for handling user queries. Publish the bot to make it live and available for visitor conversations.
Configure Odoo models that the AI bot can access for answering live queries.
You can choose the model, fields, and selected fields; it shows the total number of fields in 'Fields'.
You have the option to select All Fields or Selected Fields.
When you select 'selected fields only', you can choose fields as needed.
Configuration for the BOT channel.
Navigate to live chat channels where AI bots can be assigned and activated.
You can set a dedicated agent or operator in the bot.
Click "Add a line" to set up Bot rules.
You can manage multiple bots independently for different use cases or departments.
Go to the AI Bots -> Document Sources, Upload document, and click sync documents.
Notification for synced documents.
You can access knowledge sources and channels using the smart button.
Knowledge sources list view.
In the bot form view, click on the "Chunks" icon.
It will open document chunks.
In the document chunks view, you can configure details.
Live chat as per the configured documents.
LLM form view, Configure necessary fields and prompts.
In the AI bots, you can configure the system prompt.
Go to the AI Bots, Usage & Limits tab, to configure statistics and rate limits.
AI Configuration – Conversation History: Set how many past conversations (e.g., 10) the bot remembers to maintain context during a conversation.
You can set a limit on the number of system actions the AI can perform within a single conversation.
Click the live chat button.
Click the "Talk to Human" button to start talking with a human instead of an AI bot.
It shows a message if the operator is busy.
The operator joined, and after that AI bot will not answer in chat.
Go to the AI Live Chat -> Knowledge Sources.
Knowledge Sources list view.
Knowledge Sources form view with all necessary configurations.
Select OpenRouter and enter your OpenRouter API key to enable OpenRouter integration.
Browse and select from the wide range of AI models available through OpenRouter.
Start chatting using your selected OpenRouter model seamlessly within the AI Chat interface.
Now we select provider type 'Direct' to use Gemini or OpenAI.
Chatbot as per configuration.
Go to the AI Bots -> Document Sources, Select source type "Web URL". Paste the URL, and click sync documents.
AI bot answers based on the given URL.
Go to the AI Live Chat -> AI Models.
LLM providers list view with default LLM and active options.
Features
Chart Types
Version 19.0.2.0.0 | Released on : 21 st April 2026
Version 19.0.1.0.0 | Released on : 31 st March 2026
- Yes, this app works perfectly with Odoo Enterprise (Odoo.sh & Premise) as well as Community.
- No, this application is not compatible with odoo.com(odoo saas/Odoo Online)
- Yes, to test this module, please contact us at sales@softhealer.com .
- No. The AI provides intelligent responses based on available data and models, but results may sometimes be incomplete or approximate. Always verify critical business decisions manually. This case is not eligible for refund or exchange.
- AI interprets queries based on patterns and available data. Incorrect inputs, ambiguous questions, or missing data may lead to inaccurate outputs. This case is not eligible for refund or exchange.
- AI should be used as a decision-support tool, not a replacement for human judgment. Always review outputs before taking action. This case is not eligible for refund or exchange.
- AI understands structured data well, but complex business logic, customizations, or incomplete records may affect accuracy.
- No. The system is designed for business users with a simple chat interface.
- Check API configuration
- Verify internet connectivity
- Ensure provider API key is valid
- AI response time depends on the selected provider and plan. For example, if we are using a free tier, our request priority may be lower than other plans. Also, if we select high-thinking models, they usually take more time to generate responses.
- No, only models that support tool calling are usable in the app.
- Please contact us at sales@softhealer.com to request customization.
- Yes, we provide free support for 365 days from the date of purchase.
- Yes, you will receive lifetime free updates for the version of the module you purchased.
- No, there is no need to install any additional libraries.
- Yes, for version 12 and above, you need to purchase the module separately for each version you intend to use.
- No, exchanges or refunds are not allowed. Please make sure to select the correct version before purchasing.
- You can contact us at support@softhealer.com for language translation support. We use Google Translator tools to provide translations in multiple languages, so the accuracy may vary. We welcome your suggestions to help improve translations.
Function calling with the Gemini API.
https://ai.google.dev/gemini-api/docs/function-calling?example=meeting
Function calling with the ChatGPT's API.
https://platform.openai.com/docs/guides/function-calling
Related Modules
