AI Email Assistant & Smart Replies

Name: AI Email Assistant & Smart Replies
Brand: ECOSIRE
SKU: ai-email-assistant

核心功能

One-click 'Draft with AI' button embedded in the Odoo mail composer (Chatter 'Send message' box) via an OWL component, available on leads, tickets, sale orders, invoices and contacts

Context-grounded drafting that reads the current thread plus the linked record — partner name, language, deal stage, open quotations, ticket subject and history — through computed fields (@api.depends) rather than manual copy-paste

Intent presets (reply, follow-up, meeting request, quote nudge, apology, upsell/cross-sell, renewal reminder) plus a free-text instruction box for anything custom

Tone controls — warmer, more formal, more concise, more persuasive, friendlier — applied to a draft or an existing message with one click

Length controls — expand, shorten, 'three sentences,' or 'executive summary' — without leaving the composer

Persona-aware personalization that adapts wording to the contact's segment (SMB vs enterprise, technical vs non-technical, VIP) using tags/fields on res.partner

Reusable AI prompt snippets stored as Odoo records (new model) with placeholders that resolve against the record, insertable into any mail.template so your best prompts are shared team-wide

Multilingual output that respects the partner's `lang` field and Odoo's active language, so a French contact gets a French draft

Bulk personalized email generation: pick a set of recipients, generate a distinct on-brand variant for each, and stage all drafts for human review before sending

Automated actions / server actions that pre-draft a suggested reply the moment a ticket is created or a lead is assigned, ready for the rep to approve

Configurable LLM provider (OpenAI, Anthropic, Azure OpenAI, or self-hosted) with the API key stored in ir.config_parameter / system parameters, plus per-model temperature and max-token settings

Generation log model recording prompt, intent, tokens and user for audit, cost tracking and prompt improvement, secured by record rules

Guardrails: server-side rate limiting, token budget caps, PII-handling rules, and a 'human must send' policy so AI never emails a customer unattended

XML-RPC / JSON-RPC endpoint exposing the draft-generation service so external tools (dialers, portals, custom apps) can request Odoo-grounded drafts

Access control via ir.model.access.csv and record rules — reps see and manage their own AI history; team leads and managers get broader visibility

按需定制，全程代劳

无需自行搭建——由 ECOSIRE 构建、安装并提供支持的可用应用。

您下单

以一次性构建价格开始。我们在启动时与您共同确定范围。

我们构建与安装

ECOSIRE 在您的 Odoo 上构建、配置并安装。

上线 + 支持

约 2–4 周内上线，并提供上线后的支持期。

关于此产品

Your sales and support reps live in the Odoo email composer — the "Send message" box on every lead, ticket, sale order and contact. But writing a warm, on-brand, context-aware email for the fiftieth time each day is where hours quietly disappear and where quality slips. AI Email Assistant & Smart Replies is a build-to-order Odoo module that puts a generative-AI copywriter directly inside that composer, so a rep can go from a blank box to a polished, personalized draft in one click.

This is not an existing apps.odoo.com download and there is no instant-download link. ECOSIRE designs, builds, installs and supports this module for your database on a 2–4 week lead time, tuned to your models, your tone of voice, your locales and the LLM provider you choose (OpenAI, Anthropic, Azure OpenAI, or a self-hosted endpoint).

Under the hood it is a clean Odoo addon: a proper __manifest__.py declaring dependencies on mail (and optionally crm, helpdesk, sale), new models.Model classes for AI prompt snippets and generation logs, OWL components that extend the mail composer, and a server-side service that calls your LLM over the standard Odoo ORM — never leaking data to an unapproved endpoint. Reps click "Draft with AI," pick an intent (reply, follow-up, quote nudge, apology, upsell) or type a short instruction, and the assistant reads the thread and the linked record — the partner's persona, language, past interactions, open quotes or tickets — to produce a draft they can edit and send.

Because personalization is grounded in real Odoo data via computed fields (@api.depends) and a controlled context window, the output references the right deal stage, product, or ticket without the rep copy-pasting anything. Tone and length are one click away: "make it warmer," "shorten to three sentences," "more formal for enterprise." Teams standardize on reusable AI prompt snippets stored as records, so a manager's best "renewal reminder" prompt is available to every rep and every email template. For campaigns, the bulk generator produces a personalized variant per recipient, staged for human review before send — no robotic mass-blast.

Every generation is access-controlled through ir.model.access.csv and record rules (reps see their own history; managers see the team's), logged for audit, and rate-limited so token spend stays predictable. Automated actions can pre-draft a reply the moment a ticket is assigned. The module runs on Odoo 17, 18 and 19, on Community or Enterprise, and exposes its generation service over XML-RPC/JSON-RPC so your other tools can request drafts too. ECOSIRE hands over the full source, configures it against your real data, trains your team, and stands behind it with a support and bug-fix window.

你得到什么

Complete, commented Odoo module source (the addon directory with __manifest__.py, Python models, OWL/JS components, XML views, security CSV and record rules) that you own outright

Installation and configuration on your Odoo 17, 18 or 19 database (staging first, then production), including wiring to your chosen LLM provider and API key

Configuration tuned to your data: brand tone-of-voice profile, intent presets, persona segments mapped to your res.partner tags/fields, and a starter library of AI prompt snippets

Security setup — ir.model.access.csv access rights and record rules scoped to your rep/manager roles, plus token-budget and rate-limit configuration

Live training session for reps and admins (draft, tone/length editing, prompt snippets, bulk generation, review-before-send workflow) with a written quick-start guide

Technical handover documentation: architecture notes, model/field reference, XML-RPC/JSON-RPC usage, provider-swap instructions and an upgrade guide across 17/18/19

Post-launch support and bug-fix window (default 30 days, extendable) covering defects, minor tuning of prompts/tone, and compatibility checks

这是给谁的

High-volume sales reps

Reps working large lead and opportunity lists who send dozens of follow-ups, quote nudges and check-ins daily. They get a grounded first draft in one click that already references the right deal stage and product, so they spend time selling instead of retyping the same email.

Support agents in Helpdesk

Agents answering tickets who need consistent, empathetic, on-brand replies fast. Automated actions pre-draft a suggested response the moment a ticket lands, and tone controls keep answers warm and clear even under queue pressure.

Sales & CX team leads

Managers who want quality and consistency without micromanaging wording. They codify the team's best-performing prompts as reusable AI snippets, enforce a review-before-send policy, and use the generation log to audit tone, spend and adoption.

Marketing / lifecycle owners

People running targeted outreach and renewal campaigns who need personalization at scale. The bulk generator produces a distinct, persona-aware variant per recipient, all staged for human review, avoiding generic mass emails.

AI Email Assistant & Smart Replies 如何比较

标准	伊科西尔	定制建造	竞争对手
Drafts grounded in the actual Odoo record (deal stage, tickets, partner history)	Reads the thread and linked record via computed fields for context-aware drafts	Possible, but you design and maintain the whole context pipeline yourself	Usually generic AI text box with little or no record grounding
Persona-aware personalization by customer segment	Adapts tone and content to res.partner segment/tags (SMB, enterprise, VIP)	Only if you build segment logic from scratch	Rare; most offer a fixed prompt with no persona logic
Tone and length controls in the composer	One-click warmer/formal/shorter/expand on any draft or message	Buildable but each control is bespoke work	Sometimes a basic 'rewrite' with limited options
Reusable AI prompt snippets shared across templates and team	Stored as Odoo records, insertable into any mail.template	You'd model and secure this yourself	Typically per-user prompts, not shared/governed
Bulk personalized generation with human review-before-send	Per-recipient variants staged as drafts for approval	Significant build; batching, review UI and safeguards all custom	Often mass-generate with weak review controls
Choice of LLM provider incl. self-hosted / Azure for data control	OpenAI, Anthropic, Azure OpenAI or self-hosted; key in system params	Whatever you wire up and maintain	Frequently locked to the vendor's own AI backend
Security: access control, record rules, audit log, rate limits	ir.model.access.csv + record rules + generation log + token caps	Your responsibility to design and test	Varies; audit and record-level rules often thin
Support, updates and ownership	Full source handover + support/bug-fix window + 17/18/19 upgrade docs	You own all maintenance and version upgrades	Depends on vendor; subscription and version lag common

关于AI Email Assistant & Smart Replies的常见问题

How long until it's live, and how does delivery work?

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.

What happens with support and updates after launch?

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.

Which Odoo versions and editions does it support, and does it need Enterprise?

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.

Does my customer and email data get sent to the AI, and is it secure?

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.

Will it work with our existing email templates and our brand tone?

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.

Can it send bulk emails automatically, or does a human always review?

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.

Can other systems request AI drafts, or is it only in the Odoo UI?

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.