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Quick Start Guide

🚀 Get Started in 5 Minutes

This guide will help you set up and use AI Complete Suite with Discuss integration. You'll learn how to create an AI assistant and start chatting with it.

📋 Prerequisites

Before starting, make sure you have:

  • ✅ AI Complete Suite installed (see Installation Guide)
  • ✅ AI configuration set up with API key
  • ✅ Discuss module enabled

🎯 Step 1: Create Your First AI Assistant

  1. Go to Settings → Technical → AI → Assistants
  2. Click Create

Fill in Assistant Details

Name: My AI Assistant
Description: A helpful AI assistant for general questions
Configuration: [Select your AI configuration]
Active: ✓

Save and Activate

Click Save to create your assistant.

📚 Step 2: Set Up a Data Source (Optional)

For better AI responses, you can add knowledge to your assistant:

Create a Text Data Source

  1. Go to Settings → Technical → AI → Data Sources
  2. Click Create
  3. Fill in basic details: 
    Name: Company Knowledge
Type: Text
  4. In the Text Data section, click Add to add data items
  5. For each data item, fill in: 
    Title: Company Policies
Content: [Paste your company policies, procedures, etc.]
  6. Add more data items as needed
  7. Click Save
  1. Go back to your AI Assistant
  2. In the Data Sources tab, click Add
  3. Select your data source
  4. Click Save

💬 Step 3: Start Chatting with AI

Access AI in Discuss

  1. Go to Discuss app
  2. In the sidebar, look for AI Conversations section
  3. Click on AI Conversations to see available assistants
  4. Click on an assistant name to start a private chat
  5. Type your message and press Enter

Example Conversations

Basic Question: 

You: What can you help me with?
AI: I can help you with various tasks like answering questions, 
     analyzing data, and providing information from your company 
     knowledge base.

Company-Specific Question: 

You: What are our company policies?
AI: Based on your company knowledge, here are the key policies...

Data Analysis: 

You: Can you help me understand our sales data?
AI: I can help analyze your sales data. Please share the specific 
     data you'd like me to review.

🔧 Step 4: Advanced Features

Other AI Chat Methods

  • Mention AI: Use @AI to get AI help in any conversation, including group chats, or conversation area of any record.
  • Record Discussions: Use the "Ask AI" button in any record form to discuss with AI about it.

File Attachments

  • Attach files to your messages
  • Supported file types depend on your AI provider:
    • ChatGPT: Images only (JPG, PNG, GIF)
    • Claude: Images and PDF files
    • Gemini: Images only (JPG, PNG, GIF)

Record References

  • You can reference specific Odoo records using $model/id pattern
  • Examples: $res.partner/123, $sale.order/456
  • AI will include the record data in the conversation context
  • Click on the reference to open the record in Odoo

⚠️ Access Control: AI can only read data from records that are included in its allowed data sources. If a record is not accessible, the reference will appear in red.

  • With ChatGPT or Claude, the model can search the web for information when needed.
  • User location (from your or your company's address) may be sent for localized results.

⚠️ Gemini does not support web search yet due to API limitation.

Advanced AI Capabilities

  • Data Operations: AI can create, update, and delete records
  • Method Operations: AI can discover and execute custom business logic methods
  • Thread Communication: AI can read conversations and post messages to any Odoo thread

🎨 Step 5: Customize Your Experience

Adjust AI Behavior

  1. Go to Settings → Technical → AI → Contexts
  2. Create a new context or modify existing ones
  3. Define how AI should respond to different situations

Add More Data Sources

  • Model Data: Get data from Odoo models
  • URL Data: Get data by crawling website
  • Text Data: Add your data manually

Create Multiple Assistants

  • Sales Assistant: Specialized in sales questions
  • Support Assistant: For customer support
  • Technical Assistant: For technical queries

🚨 Common Issues

AI Not Responding

  • Check if your AI configuration is active
  • Verify API key is correct
  • Ensure you typed @AI correctly

No Data Sources Available

  • Create data sources first
  • Link them to your assistant
  • Trigger and wait for indexing to complete

File Upload Issues

  • Check file format is supported
  • Ensure file size is reasonable
  • Verify AI configuration allows files

✅ What's Next?

Now that you're familiar with the basics:

  1. Explore Data Sources: Data Sources Guide
  2. Configure Contexts: Contexts Guide
  3. Advanced AI Assistants: AI Assistants Guide
  4. Use Cases: Customer Support

Need help? Contact support or check the documentation for your specific issue.