Odoo 18.3 introduces a dedicated AI App with AI Assistant, AI Fields, AI-powered drafting, AI-driven Automation Rules (for Lead Assignment), and AI-powered Lead Scoring that automate workflows and enhance lead management. This integration reduces manual tasks, minimizes errors, and helps businesses focus on growth.
Why do some leads convert while others fail? Analyzing this is a critical task for any sales leader. Traditionally, this means spending hours in spreadsheets, connecting data points from your CRM to spot trends. This manual process is slow, and the insights are often outdated by the time the analysis is complete, making it difficult to act on them effectively.
This reactive approach leaves teams guessing. The new Odoo AI features, launched in April 2025 and delivered through the Odoo AI App, will transform these challenges through intelligent automation. By embedding AI-powered processes directly into the ERP platform, Odoo shifts your sales and other department processes from backward-looking analysis to proactive optimization.
For business leaders concerned about implementation, the system is designed for quick adoption with minimal disruption to your current operations. The AI features work within your existing Odoo workflows, requiring no additional software installation or complex setup.
A Smarter Way to Work: How Odoo Embeds AI into Your Operations
The challenge with manual lead analysis is just one example of a broader problem businesses face daily: operational friction caused by repetitive tasks, data overload, and inconsistent communication.
To solve this, Odoo AI automation forms the foundation for smart business operations. Instead of a separate add-on, it embeds intelligent automation directly into your workflows to reduce errors, streamline communication, and free your team to focus on higher-value work.
Odoo's AI capabilities are designed to transform three fundamental areas of your business:
Automated Business Processes
Odoo 18.3 introduces a new AI app designed to supercharge your business operations. This app empowers you to create custom AI assistants by choosing their model (GPT 3.5, 4, or Gemini), defining their response style, and crafting clear prompts. The AI app acts as a digital teammate, automating workflows and delegating tasks to enhance efficiency.
The AI app offers two key features:
- The AI Assistant manages interactive tasks and user-facing requests. It can automate responses to user questions and facilitate actions such as booking meetings, including checking expert calendars and directly scheduling appointments.
- AI-driven Automation Rules streamline backend workflows. A prime example is lead distribution within the CRM, where the AI can automatically assign leads to the appropriate team member based on a predefined prompt, eliminating the need for manual sorting.
These AI features improve overall work efficiency by effectively handling external requests and managing internal processes.
Intelligent Data Enrichment and Analysis
These features work in tandem to transform your raw data into actionable intelligence, first enriching it and then analyzing it to guide decisions.
- The foundation is AI Fields, which enables the AI to auto-complete data fields based on existing information and user prompts. This enriches your data without manual input, for example, by identifying client industries or revealing top buyers for a specific product.
- Building on that enriched data, AI-powered Lead Scoring provides deeper analysis by evaluating a lead's chance of success. It identifies positive and negative factors and provides a dynamic score that improves as more information is added.
AI-Powered Communication
This category focuses on features designed to accelerate and standardize customer interactions, saving time and ensuring a consistent tone.
- AI-powered drafting streamlines communication by having the AI generate message drafts based on understanding the context of the whole conversation. Its primary goal is to automate the initial response creation. This allows users to review and refine the AI-generated message before sending it.
Key Features of the Odoo AI App
Odoo's AI App introduces several powerful features that empower businesses to automate processes, enrich data, and enhance communication. These key features are designed to integrate seamlessly into your existing Odoo workflows, providing immediate and tangible benefits.
AI Assistant
An AI assistant, or AI Agent, in Odoo 18.3 automates user questions and facilitates actions like booking meetings and enhancing work efficiency. You configure it by selecting its model and response style and providing a clear prompt and information sources. For instance, an AI agent can check an expert's calendar and book meetings based on provided dates and times.
AI Fields
AI Fields enable AI to auto-complete data fields based on existing information and user prompts. This enriches Odoo data, making it more comprehensive and accessible without manual input, aiding in quick insights from client and product data. For example, you can add an AI field to identify client industries or enrich product info to reveal top buyers.
AI-powered Drafting
AI-powered drafting in Odoo 18.3 allows the AI to generate message drafts, like replies to leads, by understanding the conversation context. Its goal is to streamline communication and save time by automating initial response creation. Odoo's AI drafts messages for you based on the context of the communication, which you can refine before sending them.
AI-driven Automation Rules (for Lead Assignment)
Odoo's AI can automatically assign leads to the correct team member based on a predefined prompt, streamlining lead distribution within the CRM. This optimizes the sales process by ensuring leads are directed to the most appropriate team member, removing the need for manual sorting and assignment.
AI-powered Lead Scoring
This feature analyzes various factors to determine a lead's chance of success, identifying positive and negative elements. It provides immediate insights into lead viability, helping businesses prioritize efforts. The score is dynamic, improving as missing information is added or the lead progresses through stages.
Practical Applications of AI - How We Do It in Portcities
Within our company, we innovatively apply Odoo’s AI capabilities beyond standard use cases. One key application is an internal content creation module powered by AI, designed to streamline the generation and management of knowledge resources. This module helps quickly create consistent, high-quality content, improving internal communication and support materials.
Another crucial development is Run-Odoo Brain, an AI-driven system that monitors and optimizes Odoo performance in real-time. This system continuously analyzes user activities, module usage, database growth, and integrations to detect performance bottlenecks, excessive simultaneous actions, or slow data loading.
In the future, Run-Odoo Brain proactively suggests and automates fixes, reducing lag and maintaining an optimal user experience. While training the AI to interpret complex performance metrics accurately remains challenging, this tool exemplifies intelligent automation's potential to maintain system health and efficiency.
At Portcities, we closely follow technological advancements and never ignore innovations that can benefit our clients. Our CEO has addressed a common concern: “Will AI kill ERP?” The answer is no.
Rather than replacing ERP, AI makes your use of it more innovative and more efficient, helping you spend your budget wisely. You can read his whole take here: Will AI Kill ERP?
Go From Reactive to Proactive
The question isn't whether AI will transform business operations—it's whether you'll lead the transformation or struggle with outdated manual processes. Every hour spent on repetitive tasks and misassigned leads represents a competitive disadvantage that compounds over time.
Thriving businesses have moved from reactive analysis to proactive optimization, using AI to anticipate opportunities rather than respond to them. With Odoo's AI features available today, your choice is clear: continue with manual processes or embrace intelligent automation.
Ready to transform your operations? Contact us today to schedule your consultation.