Odoo AI Dashboard User Manual

Odoo AI Dashboard: Simplify Data Analysis with AI-Powered Insights! 

Odoo AI Dashboard is an exceptional tool designed to streamline data analysis by using  AI and Natural Language Processing (NLP) technologies.

This module allows you to effortlessly convert your Odoo data into meaningful visualizations and insights. Perfect for tracking key criteria like top customers.

It lets you easily create interactive dashboards. Just enter your queries, and the system will generate clear visual data, helping you make better decisions faster.

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The Odoo AI Dashboard works in conjunction with the following module:

• Python >3.8.1 Is required to install the dependencies
• Install requirements.txt, pip3 install -r odoo_ai_dashboard/requirements.txt
• Generate Groq API key
• Generate OpenAi API Key

The user must have LLM provider API keys for integration

1. Odoo AI Dashboard uses ‘NLP2SQL’ technology to convert natural language into SQL queries for seamless data retrieval.
2. It automatically generates patterns and insights from the existing Odoo data.
3. It utilizes large language models for accurate text recognition and conversion.
4. It also offers dynamic charting tools for data exploration.
5. It allows the creation and customization of data tables.
6. It enhances clarity and detail in data visualization.
7. Supports integration with LLM providers like Groq and OpenAI.
8. Admins can select various chart types and field configurations in the module.

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1. Once you purchase the App from the Webkul store, you will receive the link to download the zip file of the module.
2. Extract the file on your system after the download finishes. As a result, you will be able to see a folder named- ‘odoo_ai_dashboard’
3. Copy and paste this folder inside your Odoo Add-Ons path.
4. Now, open the Odoo App and click on the Settings menu. Here, click on Activate the Developer Mode.
5. Then, open the Apps menu and click on ‘Update Modules List.’
6. In the search bar, remove all the filters and search ‘odoo_ai_dashboard’
7. You will be able to see the module in the search results. Click on ‘Install’ to install it.

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Configuration

1. Once you complete the installation of Odoo AI Dashboard, log in as admin. Click on AI Dashboard, then go to the Configuration tab.
   
2. After clicking on the  configuration tab , dropdown will open containing 2 options, LLM i.e large language model and Flatten table.

3. Click on LLM to find out existing LLM’s or to create a new large language provider.

4. Click on ‘new’ to create a new large language provider and enter the name and the API key of the provider

5. Now, again click on configuration and on the dropdown menu , click on ‘flatten table’, to find out existing tables or to make a new table.

6. Click on ‘new’ to create a new flatten table and fill in all the details of the table , and what modules you want in the table and click on create table.

The system creates a table

7. When you create the table, click on ‘Sync’ to sync all the details in the backend.

The system syncs the information.

8. Now, click on the ‘schema’ tab in the navigation bar , to check out the existing schema, create a schema or check the status of schema.

9. Click on ‘new’ to create a new schema and fill all the details of the schema accordingly and then click on ‘train’, to train the AI about the database.

* Note-  only one schema can be trained at a time, so existing schemas should be in an inactive stage in order to train the current/new schema. *

Searching queries and creating visual representations

10. Go to AI dashboard ,click on search and search about the details you need . For eg- ‘top 10 accounts’ and enter the details.

11. Select any option for how the details should be visualized. Various options are available, such as bar chart, pie chart, funnel chart, etc.

The system also converts the search query into an SQL query, which you can check out.

12. Now, click on “Add to Dashboard,” and the system will automatically add the chart to the AI dashboard.

Using this module the user can create an interactive dashboard in just a few minutes with the help of AI .

Hope you find the guide helpful! Please feel free to share your feedback in the comments below.

If you still have any issues/queries regarding the same, please raise a ticket at the UV Desk.

I hope this helps. In case of any further queries, contact us at our support mail.

Thanks for paying attention!!