From question to quote, faster than the follow-up email.
Ask in chat. Diana drafts the quotation on your templates, chases what’s overdue, and keeps the pipeline honest - you approve every send, and the money moves.
$6,417.00, drafted while the deal is still warm.
An actual quotation Diana drafted on a live Odoo: S01213 for Birchwood Interiors, 20× Bar Stool (Oak, Swivel) at $279.00. Still in Quotation state, sitting in your pipeline exactly where a rep would leave it. Nothing sends until a person says go.
Before: a request in chat. After: a quote out the door.
One flow, three beats. The only human minute in it is the one where you approve.
The follow-up that always slips? It moved real money.
This is what an AI sales assistant is for: ask what’s overdue and Diana reads it straight off your receivables - $279,496.75 across 2 customers in this account, all 31–60 days past due. Then she drafts the reminder on your wording and leaves the send to you. The chase happens the same morning, not when someone finally gets a minute.
Ask about any deal without leaving it.
The Odient panel rides on every Odoo screen and already knows the record you’re on. Open S01212 for Marco Ricci and ask - one question confirms it: fully invoiced, $3,907.70. No view to switch, no report to build, no “let me get back to you.”
You can hand it the pipeline, because every move is auditable.
Every draft, every reminder, every send: one audit record each, tied to the person who approved it.
Diana does the assembling (the product, the price, the tax, the reminder) in minutes, from your live data. Your team spends its selling hours selling.
Frequently asked questions.
What does an AI sales assistant do in Odoo?
It moves the pipeline’s paperwork at the speed of the conversation: drafts the quotation on your templates the moment the request lands, reads any deal’s status from the record you’re on, finds what’s overdue and writes the chase, with every send held for a person’s approval.
Does it work with Odoo CRM and Sales on any version?
Yes: Odoo 17, 18 and 19, Community or Enterprise, using the CRM, Sales and Accounting records you already keep. No pipeline re-modelling, no import.
Will it send anything on its own?
No. Drafts stay drafts until you say go. The quote, the reminder, the confirmation: each is prepared and held, and the approval (or the refusal) writes one audit record tied to the person who made the call.