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Community Enterprise Odoo.sh

InsightMate 360 - Complete AI Automation Suite

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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

Meet AI Assistance - your smart business companion that redefines how you explore, analyze, and understand your data. Just ask in natural language and instantly get data, charts, tables, dashboards, and insights - all powered by intelligent automation.

                                                                                             AI Live Chatbot - Real Time Intelligent Support

Our AI-powered website live chatbot for Odoo offers 24/7 automated support by intelligently using your Odoo data, documents, and knowledge base to answer customer queries instantly. It supports multiple chatbots and Integration with AI providers.

                                    AI Dashboard Studio - From Data to Decisions

Transform your Odoo data into actionable insights with a powerful and intelligent AI-driven dashboard that brings all your analytics and visual reports into one unified interface. Users can explore data visually, customize themes, and export reports instantly.


Workflow

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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

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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

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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

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OpenRouter Integration

Select from the wide range of AI models available through OpenRouter.

Chatting using selected OpenRouter model.
AI models through a single API.
Easily switch between models based on use.
AI Dashboard Builder

Create dashboards instantly using AI by selecting models and generating charts automatically.

Enter your requirement in the AI prompt box.
Let AI Process Your request.
Generate a chart in seconds.
Dashboard Template

Automatically get ready-made dashboard templates when you activate apps in Odoo, helping you start analytics instantly.

Install or activate any Odoo app.
The system auto-creates a matching dashboard template.
Select the template while creating the dashboard, and use it immediately.
Dashboard Creation

Create powerful dashboards in seconds with an intuitive, user-friendly interface designed for quick setup.

Launch ready-to-use dashboards.
Customize layouts easily.
Zero complexity setup.
No coding knowledge required.
Dashboard Categories

Organize dashboards into structured categories for easy navigation and better management.

Go to Dashboard → Categories
Create Category.
Manage Category In Dashboard.
Lock/Unlock Dashboard

Protect dashboards from unwanted changes by locking them and unlock anytime for editing.

Prevents accidental edits.
Secure dashboard layout.
Quick toggle control.
Edit Dashboard

Update dashboard layout, charts, and settings easily to keep insights accurate.

Open dashboard.
Click Edit dashboard button.
Modify layout or charts.
Delete Dashboard

Remove unused dashboards quickly to maintain a clean workspace.

Quick removal.
Keeps workspace clean.
Simple management.
Import Dashboard

Use the Import Dashboard feature to upload existing dashboard configurations without manual setup.

Export Dashboard

Use the Export Dashboard option to download dashboard configurations for backup.

Data Filters

Apply filters to display specific data and analyze insights more precisely.

Click the Edit dashboard button.
Add Filters by clicking on 'add a line'.
Save & Close to apply.
Dashboard updated with filter.
Theme Customization

Customize chart appearance by changing colors, themes, and layout settings.

Custom appearance.
Brand matching.
Visual enhancements.
Delete Chart

Remove unwanted charts instantly to keep dashboards clean and organized.

Click the 'Delete' icon on chart.
Press 'Delete' in popup.
Delete successful.
Display Mode

Expand charts to full screen mode for better visibility and detailed analysis.

Better visibility.
Focused analysis.
Improved readability.
Download Chart

Download charts quickly as images for reporting and sharing purposes.

Easy sharing.
Offline access.
Save time.
Import Chart

Use the Import Chart feature to upload saved chart configurations and quickly reuse them in dashboards.

Export Chart

Use the Export Chart option to download chart settings for backup, sharing, or future use.

Print Chart

Print charts directly for physical reports and presentations.

Instant report printing.
Generates clean, report-ready chart.
Supports quick sharing in meetings.
Multi Company Wise Dashboard

View and manage dashboards across multiple companies within a single system.

Supports multiple companies.
Centralized monitoring.
Separate data views.
Current User Filter

Filter dashboard data automatically based on the logged-in user.

User-specific insights.
Automatic filtering.
Improves data relevance and privacy.
Role-Based Access Control

Control dashboard visibility by assigning role-based access permissions.

Secure data control.
Restricted visibility.
Flexible permission management.

Chart Types

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Bar Chart

Visualize comparisons and trends clearly using structured bar representations.

Select Bar Chart type.
Choose the fields data.
Click save chart.
Line Chart

Track performance trends over time using smooth line visualization for better business analysis.

Identify growth and decline trends.
Compare multiple datasets clearly.
Pie Chart

Display proportional data distribution with clear visual segments for quick understanding.

Shows percentage contribution.
Best for category breakdown.
Instant share overview.
Doughnut Chart

Display proportional data distribution with easy-to-understand segments.

Select Doughnut Chart type.
Choose the fields data.
Click save chart.
Polar Chart

Analyze cyclical and radial data using dynamic circular axis visualization.

Ideal for pattern analysis.
Unique visual representation.
Advanced analytics view.
Radar Chart

Compare multiple variables across categories using spider-web style visualization.

Multi-metric comparison.
Strategic evaluation support.
Clear category strength view.
Bubble Chart

Visualize three-dimensional data by representing values with varying bubble sizes.

Size-based visual impact.
Ideal for performance mapping.
Interactive insight view.
Scatter Chart

Identify relationships and correlations between two variables with precision.

Correlation analysis.
Detect trends & outliers.
Research & analytics friendly.
Funnel Chart

Track progressive stages in processes like sales pipelines or lead conversions.

Visualize conversion stages.
Analyze drop-off rates.
Sales performance tracking.
Radial Chart

Show performance levels in circular progression format for compact insight display.

Circular performance view.
Clean progress visualization.
Dashboard friendly design.
Meter Chart

Measure performance levels against targets using speedometer-style visualization.

Target vs actual comparison.
Instant performance status.
Executive summary view.
Hierarchy Chart

Display structured relationships and organizational data in tree format.

Organizational structure view.
Clear data hierarchy.
Structured reporting.
Combo Chart

Combine multiple chart types in a single visualization for advanced comparison.

Multi-metric comparison.
Flexible analytics.
Advanced reporting tool.
KPI Chart

Highlight key performance indicators with focused metric visualization.

Real-time value tracking.
Target performance monitoring.
Clear progress mapping.
Timeline Chart

Visualize events and progress across a time-based sequence.

Chronological data view.
Milestone monitoring.
Fast analytics.
Odoo View Chart

Generate charts directly from Odoo views without manual data configuration.

Create a blank dashboard.
Open odoo view.
Click 'Add to dashboard'.

Version 19.0.1.0.0 | Released on : 31 st March 2026

Initial Initial Release.
  • 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)
  • 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.
  • 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.
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