Beginner-friendly guide

Your first Odoo answer in a few steps.

Configure a model, connect the current Odoo tab, and learn when to use Chat Mode or Agent Mode. You do not need to know Odoo ORM syntax.

Start setup See example prompts
General settings for theme and text size in Odoo AI Companion
1
Installation

Add the extension to Chrome

Until a public Chrome Web Store link is available, install the development build from the project source:

  1. Download or clone the project from GitHub.
  2. Run npm install, then npm run build:chrome.
  3. Open chrome://extensions/ and enable Developer mode.
  4. Click Load unpacked and choose the generated dist folder.
  5. Pin Odoo AI Companion from Chrome's Extensions menu.
After a Chrome Web Store release: replace these development instructions with a one-click store installation button.
2
One-time setup

Connect an AI provider

The options page opens after first installation. Choose one provider and supply the configuration for your own account or local server.

Cloud provider

Choose Claude, OpenAI, Google Gemini, or Ollama Cloud. Enter your provider API key and select a supported model.

Local provider

Choose Ollama, LM Studio, or LocalAI and confirm that its endpoint is running and reachable.

  1. Open AI & Models.
  2. Select the provider you want to use.
  3. Enter the API key or endpoint URL.
  4. Choose a model. For Agent Mode, prefer one with reliable tool calling.
  5. Save the settings.
AI and Models settings with smart routing and provider selection
Protect your credentials: never paste API keys into an Odoo prompt, support ticket, screenshot, or public issue. Provider keys are saved in Chrome's local extension storage.

Optional: personalize the interface

Open General to follow your system theme or choose Light or Dark, then select the text size that is most comfortable for your Odoo workspace.

General appearance settings showing theme and text-size choices
3
Data controls

Choose what the AI can see

IDs Only — recommended

Record contents stay in browser memory. The model receives IDs, counts, numeric summaries where applicable, and status information.

Anonymized

Common names, emails, phone numbers, and relational labels are masked before tool results reach a cloud model.

Full Data

Unredacted record content can reach your provider. It requires explicit consent and organizational authorization.

Local AI

Processing can stay on a machine you control when the endpoint is genuinely local and correctly secured.

Start with IDs Only. Change modes only when your task needs more context and your organization's policy permits it. Read the complete Privacy Policy.

Data and Privacy settings comparing IDs Only, Anonymized, and Full Data modes
4
Odoo connection

Open Odoo, then the side panel

  1. Sign in to the Odoo database you want to use.
  2. Open the relevant app, list, kanban board, or record.
  3. Click the Odoo AI Companion toolbar icon.
  4. Check the context bar for your Odoo version, app, model, and connection status.

The extension reuses your active Odoo browser session. It does not require your Odoo password or a separate Odoo API key.

Best results: open the Odoo app or record related to your question first. The assistant uses that context to make prompt suggestions more relevant.
5
Chat Mode

Ask a focused first question

Chat Mode is best for one focused lookup, count, filter, or summary. State the record type, condition, time period, and desired output.

Show the latest 10 confirmed sales orders.
Count overdue customer invoices this month.
Find active contacts in Morocco and open the matching list.
Summarize quotations by salesperson for this quarter.

If the answer is too broad, add a date range, status, company, salesperson, or result limit. The extension also provides prompt starters based on the current Odoo context.

Save repeatable questions

Open Prompts in Advanced Settings to search the built-in library or add a reusable prompt. Prompts can be scoped to an Odoo model when an instruction only makes sense for a particular record type.

Prompt Library for searching and creating reusable Odoo prompts
6
Advanced workflow

Use Agent Mode for multi-step goals

Agent Mode is useful when the assistant must inspect fields, run several searches, aggregate data, read activities, or navigate after analysis.

Inspect this model, find records stalled for more than 30 days, summarize the likely bottleneck, and open the filtered list.
Audit overdue activities, group them by assigned user, and identify records needing immediate attention.
  • Keep the default step limit until you understand the workflow.
  • Watch the run timeline and stop the agent if it moves away from your goal.
  • Record-changing tools are disabled by default.
  • If writes are enabled, inspect every approval card before accepting it.

Use Quick Settings inside the side panel to switch providers, toggle automatic model routing, enable Agent Mode, and select a step safety limit without leaving the current chat.

Side-panel Quick Settings with AI provider, model routing, Agent Mode, and step limit controls
AI can make mistakes. Verify important filters, totals, record selections, and every proposed modifying action.
7
Next actions

Open, copy, or export the result

Retrieved records appear as readable result cards. Depending on the response, you can:

  • open a record in the connected Odoo tab;
  • navigate to a filtered list or supported view;
  • download results as CSV or JSON;
  • copy a table for Excel or Google Sheets; or
  • ask a narrower follow-up question.
Odoo record results with navigation and export controls
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Common questions

Troubleshooting

The side panel says Odoo is not connected

Confirm an Odoo page is open and signed in, refresh that tab after installing or updating the extension, then reopen the side panel.

The provider returns an authentication error

Check that the active provider matches the API key, confirm the key is valid, and ensure the selected model is available to your account.

A local model cannot be reached

Start the local server and verify its endpoint. Common defaults are Ollama at port 11434, LM Studio at 1234, and LocalAI at 8080.

The assistant cannot find a field or record

Open the relevant Odoo app, name the record type clearly, and try a smaller request. Custom modules and security rules affect available data.

Why can I not create or update records?

Modifying actions are disabled by default. Enable them explicitly in settings; Agent Mode will still pause for approval before a write.

Get support on GitHub