AI Email Assistant & Smart Replies

This is a build-to-order module, not an instant download. Typical lead time is 2–4 weeks from kickoff, depending on how many models (CRM, Helpdesk, Sales) and locales you want covered and which LLM provider you use. The flow is: a short scoping call to confirm intents, tone and provider; we build and test the addon; we install it on your staging database for your sign-off; then we deploy to production, train your team and hand over the source and docs. You always review real drafts on your own data before go-live.

Every build includes a post-launch support and bug-fix window (30 days by default, extendable). During it we fix defects, tune prompts and tone, and verify compatibility. Because you receive the full source, you can maintain it yourself afterward, or keep us on a support/retainer plan. We also test the module against Odoo 17, 18 and 19 and document the upgrade path so a version bump doesn't strand you.

It runs on Odoo 17, 18 and 19, on both Community and Enterprise. The core assistant depends on the standard `mail` module that ships with every Odoo. Optional integrations with CRM, Helpdesk or Sales are enabled based on which of those apps you already run. We confirm the exact scope during scoping so nothing you don't use is installed.

You choose the LLM provider — OpenAI, Anthropic, Azure OpenAI, or a self-hosted/private endpoint — so data residency stays under your control, and Azure/self-hosted options keep prompts inside your own tenancy. Only the minimum context needed for a draft is sent, PII-handling rules are configurable, the API key is stored in Odoo system parameters (not in code), and every generation is logged and access-controlled via ir.model.access.csv and record rules. Nothing is emailed to a customer without a human clicking send.

Yes. Reusable AI prompt snippets are stored as Odoo records with placeholders and can be inserted into any existing mail.template, so your templates gain AI assistance without being rebuilt. During configuration we capture your brand tone-of-voice and persona segments (mapped to your res.partner tags/fields) so drafts sound like your team, not a generic bot.

By design a human always sends. The bulk generator creates a personalized variant per recipient and stages them all as drafts for review — a rep or manager approves before anything goes out. This keeps you safe from mass-blast mistakes and off-tone messages while still saving the time of writing each one from scratch. If you later want fuller automation for specific low-risk flows, that can be scoped as an extension.

The generation service is exposed over Odoo's standard XML-RPC / JSON-RPC API, so external tools — a dialer, a customer portal, or a custom app — can request an Odoo-grounded draft programmatically. Access is authenticated and permission-checked exactly like any other Odoo API call.