SODOO AI COWORK

SODOO AI COWORK is an advanced AI business assistant that enables you to manage your Odoo ERP system using natural language commands. From simple queries like "What are my total sales…

Overview

SODOO AI COWORK is an advanced AI business assistant that enables you to manage your Odoo ERP system using natural language commands. From simple queries like "What are my total sales this month?" to complex workflows like "Auto-generate purchase orders for all out-of-stock products", everything can be done through the conversational chat interface.

The module works with 7 AI providers (Anthropic Claude, OpenAI GPT, Google Gemini, DeepSeek, Mistral, LLaMA, and Groq) and offers 120+ ERP actions automating everything from CRM to accounting, inventory to HR.

What Can You Do with AI COWORK? Create customer records, prepare sales quotes, query stock levels, track invoices, assign project tasks, approve employee leave, and much more — all through natural language conversation, in seconds.

How It Works - 3-Phase Agentic Loop

AI COWORK uses a sophisticated three-phase agentic loop for every request:

1
Gather
2
Action
3
Verify
4
Report
  1. Gather: AI analyzes your request and reads relevant data from ERP (read-only actions execute automatically, up to 8 consecutive reads).
  2. Action: Write operations require user confirmation before execution. Multi-step plans are proposed upfront.
  3. Verify: AI verifies the changes were applied correctly via a post-write confirmation call.
  4. Report: A concise summary of what was accomplished is returned in natural language.

Why AI COWORK?

Traditional ERP Usage

  • Getting lost in menus
  • Building complex filters
  • Long training periods
  • Multi-step manual processes

With AI COWORK

  • Just ask in plain natural language
  • Get results in seconds
  • Zero training time required
  • Complex workflows automated

Key Advantages

Natural Language Interface

No more navigating menus and filling forms. Interact with your ERP like you are texting a colleague.

Intelligent Learning

Remembers your preferences across sessions. References like "do it like last time" are understood.

Cost Optimization

Auto mode routes simple queries to cheap models and complex analyses to powerful models — minimizing cost.

Ultra-Fast Responses

Groq delivers 500 tokens/second. Streaming responses let users see answers as they are written.

Module Statistics

7
AI Providers
120+
ERP Actions
5
Streaming Providers
3
Agentic Phases
500
Tokens/sec (Groq)
21
Action Files

Requirements

System Requirements

  • SODOO / Odoo 19.0 Community or newer
  • Python 3.10+ (bundled with Odoo 19)
  • Active internet connection (for AI API calls)
  • At least one AI provider with a valid API key

Odoo Module Dependencies

# Dependencies declared in __manifest__.py 'depends': [ 'base', # Core Odoo module 'web', # Web interface 'mail', # Messaging system 'bus', # Real-time notifications (streaming) 'sale', # Sales module (optional) 'purchase', # Purchase (optional) 'stock', # Inventory management (optional) 'account', # Accounting (optional) 'project', # Project management (optional) 'hr', # Human Resources (optional) 'crm', # CRM (optional) ]
Optional Dependencies Sales, Inventory, Accounting, etc. are optional. Whichever modules are installed, their corresponding AI actions are automatically activated. Only base and web are required for basic functionality.

API Key Setup

Navigate to Settings > AI COWORK > API Keys and enter the API key(s) for the provider(s) you want to use. At least one provider is required.

Provider Example Models Where to Get API Key Free Tier
Anthropic Claude claude-opus-4-6, claude-sonnet-4-6 console.anthropic.com No
OpenAI GPT gpt-4o, gpt-4o-mini platform.openai.com No
Google Gemini gemini-1.5-pro, gemini-1.5-flash aistudio.google.com Yes
DeepSeek deepseek-chat, deepseek-reasoner platform.deepseek.com Yes (limited)
Mistral AI mistral-large, mistral-small console.mistral.ai Yes
LLaMA (Together.ai) llama-3.3-70b, llama-3.1-405b api.together.ai Yes
Groq llama-3.3-70b-versatile, llama-3.1-8b-instant console.groq.com Yes (limited)
Recommended Starting Point To get started for free, obtain a Google Gemini or Groq API key. Groq serves LLaMA 70B at 500 tokens/second entirely free (with rate limits). For highest-quality multilingual support, Anthropic Claude or OpenAI GPT-4o is recommended.

Model Selection and Settings

Configure the following parameters from Settings > AI COWORK > Model Settings:

Setting Description Default
Provider Mode Which AI provider to use (auto or a specific provider) auto
Max Tokens Maximum number of tokens per response 8192
Temperature Response creativity level (0 = precise, 1 = creative) 0.5
Streaming Real-time token streaming (for supported providers) Enabled
Pipeline Enabled Multi-model pipeline for cost savings on Turkish/non-English content Enabled
Memory System Cross-session learning and memory Enabled

AI Providers

SODOO AI COWORK integrates with 7 AI providers. Each has different strengths, speed profiles, and pricing. You can configure multiple providers and let Auto Mode select the best one per task.

Anthropic Claude

Most capable model. Ideal for complex analysis and multilingual tasks.

Medium Speed

OpenAI GPT-4o

Excellent multilingual support and wide context window. Strong tool use.

Medium Speed

Google Gemini

Cost-effective with a free tier. Good for basic ERP queries.

Fast

DeepSeek

10x cheaper than OpenAI. R1 model for strong reasoning tasks.

Medium Speed

Mistral AI

European provider, GDPR compliant. 128K context window.

Fast

LLaMA (Together.ai)

Open-source model via Together.ai. 70B and 405B variants available.

Fast

Groq

Ultra-fast inference at 500 tokens/sec. Free tier available.

Ultra Fast

Auto Mode

Auto Mode allows the system to automatically select the optimal provider based on task complexity, cost constraints, and language content. It balances quality and cost efficiency.

Intelligent Provider Routing Logic

Task Type Preferred Model Reason
Simple queries, short answers Groq (LLaMA 8B) Fastest, lowest cost
ERP data reads, list queries Gemini Flash / DeepSeek Cost-effective, sufficient quality
Multi-step workflows GPT-4o / Claude Sonnet Reliable, powerful tool use
Complex analysis, reports Claude Opus Most capable model
Math / logical reasoning DeepSeek R1 Reasoning specialist
Non-English content detected Claude / GPT-4o Best multilingual quality
Up to 50x Cost Savings With Auto mode enabled, simple tasks are routed to 10–50x cheaper models. For example, "List pending invoices" is served by Groq, while "Prepare a comprehensive cash flow forecast analysis" is routed to Claude Opus.

Provider Comparison

Provider Speed Cost (per M tokens) English Quality Streaming Best Use Case
Anthropic Claude Opus Medium $15–75 Excellent Yes Complex analysis, creative tasks
Claude Sonnet Fast $3–15 Excellent Yes General purpose optimal choice
OpenAI GPT-4o Fast $2.5–10 Excellent Yes Multilingual, function calling
Google Gemini Pro Fast $1.25–5 Very Good No Budget ERP queries
DeepSeek Chat Fast $0.14–0.28 Good Yes Budget-friendly high-volume tasks
DeepSeek R1 Medium $0.55–2.19 Good Yes Math, logic, structured reasoning
Mistral Large Fast $2–6 Good Yes GDPR-compliant European deployments
LLaMA 70B (Together) Fast $0.88 Good Yes When open-source is preferred
Groq (LLaMA 70B) Ultra Fast ~$0.05–0.59 Good Yes Fast responses, simple queries, free start

Natural Language Queries

With AI COWORK, you can query your ERP in plain English (or any language). No need to navigate menus, set up filters, or know SQL.

Query Examples

YOU
What are my total sales this month and who is my best customer?
AI COWORK
February 2026 sales data:

- Total Orders: 47
- Total Revenue: $52,400
- Average Order Value: $1,115
- Best-selling Product: Product A (12 units)
- Top Customer: Acme Corp ($8,300)
YOU
Show me all products with stock below 10 units and their minimum stock levels.
AI COWORK
Products at critical stock levels:

1. Widget X — On Hand: 3 | Min: 20 [CRITICAL]
2. Gadget Y — On Hand: 7 | Min: 15 [WARNING]
3. Component Z — On Hand: 0 | Min: 10 [OUT OF STOCK]

Would you like me to create purchase orders for these items automatically?
YOU
Show me all overdue invoices sorted from oldest to newest.
AI COWORK
6 overdue invoices found (total: $16,450):

1. INV/2026/00023 — Acme Ltd. — $2,750 — 45 days overdue
2. INV/2026/00031 — TechCorp — $5,200 — 37 days overdue
3. INV/2026/00044 — Globex Inc — $2,350 — 22 days overdue
4. INV/2026/00051 — MegaCo — $3,300 — 15 days overdue
5. INV/2026/00067 — Alpha Ltd. — $1,750 — 8 days overdue
6. INV/2026/00078 — Beta A.S. — $1,100 — 3 days overdue

Weather API

AI COWORK integrates with the wttr.in weather API for real-time weather information. Useful for logistics planning, field service scheduling, and event organization.

YOU
What is the weather in Istanbul today? Will it affect our delivery schedule tomorrow?
AI COWORK
Istanbul Weather (Today):
- Temperature: 8°C (Feels like 5°C)
- Condition: Cloudy, light rain expected
- Humidity: 75%
- Wind: 18 km/h (NNE)

3-Day Forecast:
- Tomorrow: 6°C, heavy rain [delivery warning!]
- Day after: 10°C, sunny

Heavy rain is forecast for tomorrow. I recommend rescheduling time-sensitive deliveries to today or the day after. Would you like me to update the delivery plan?

Weather query keywords recognized by AI COWORK:

# Recognized weather keywords weather | temperature | rain | snow | wind | humidity | forecast "What's the weather in London?" | "Will it rain in Paris tomorrow?" "Weekly weather forecast for Berlin?"

Smart Actions and Confirmations

AI COWORK presents action plans for write operations that require user confirmation. Complex multi-step workflows are planned automatically and executed after approval.

Confirmation Flow

1
Analyze Request
2
Propose Plan
3
User Confirms
4
Execute
5
Verify
YOU
Create purchase orders for all products with stock below minimum levels.
AI COWORK - Action Plan
I identified 3 products below minimum stock. Proposed actions:

1. Widget X (Stock: 2) → Order 50 units — Vendor: Acme Supply
2. Gadget Y (Stock: 0) → Order 100 units — Vendor: TechParts Inc
3. Component Z (Stock: 4) → Order 30 units — Vendor: GlobalComp

Estimated Total: $8,250

Do you approve creating these 3 purchase orders? [Yes / No]
YOU
Yes, go ahead.
AI COWORK
3 purchase orders created successfully:
- PO/2026/00156 (Widget X — Acme Supply)
- PO/2026/00157 (Gadget Y — TechParts Inc)
- PO/2026/00158 (Component Z — GlobalComp)

All are in "Request for Quotation" state. Would you like to send email notifications to the vendors?

Morning Briefing and System Audit

Everything described so far runs when you ask. The briefing is the opposite: every morning, before anyone asks, the assistant reviews your CRM, activities, tasks, quotations, meetings and deliveries, finds what has been forgotten, and writes down what should be done about it.

This is where the value is Work in an ERP is rarely lost because somebody did it wrong; it is lost because somebody forgot: a quotation nobody answered, an opportunity with no next step, an activity past its date. None of these raise an error. None of them turn red on any screen. The briefing is what makes that silent loss visible.

How It Works

  • Every morning at 08:00 (Istanbul): A scheduled job runs one pass a day and prepares each user's own briefing.
  • A star badge on the systray: When the briefing is ready the COWORK icon in the top bar carries a badge; opening the panel opens the briefing.
  • No findings means no briefing: An empty notification is never sent. If you see the badge, there is genuinely something to look at.
  • Scoped to the person: Each user sees only the records they are responsible for.
  • A company view for supervisors: An authorised user additionally sees company-wide findings: unassigned leads, unassigned tasks, late transfers, incomplete product data.
  • On demand, one click: You do not have to wait for the morning; the briefing button on the panel runs the same audit right away.

The 22 Things It Looks At Every Morning

This is not “the AI found something”. Each finding is a named, countable, repeatable query defined in code. 16 findings belong to the person and 6 are company-wide.

Area Finding What it looks for
Pipeline and leads No next step Opportunities with no next activity scheduled
Stalled opportunity Opportunities that have not moved for a long time
No expected revenue Opportunities that make the pipeline total understate itself
No contact details Leads with no e-mail and no phone — records that cannot be worked at all
Never touched Leads nobody has opened since they arrived
Unassigned lead company No salesperson set, so the lead is nobody's work
Activities Overdue activity Activities past their date that nobody has closed
Threads Unanswered message The customer wrote and no reply went out
Thread with no progress Conversations left open with nothing posted on them
Meetings No next step scheduled Meetings that happened with nothing planned afterwards
No notes written Meetings where the decision was never recorded
Quotations and orders Sent, unanswered quotation Quotations with no reply and no follow-up
Draft never sent Quotations prepared and never delivered
Order with an incomplete line Orders carrying a line with no product or no description
Tasks Overdue task Tasks past their deadline and still open
Task with no deadline Tasks that never appear in anyone's day
Unassigned task company Tasks with no owner
Deliveries Late transfer Transfers past their scheduled date
Late transfer company The same, company-wide
Product data No sales description company The text the customer reads on the quotation and the invoice is blank
No internal reference company Purchasing, the warehouse and the customer have nothing to quote back
No sales price company Products quoted at zero, unnoticed until the order is confirmed

Not a Number — What To Do About It

“259 records need fixing” is a report, and it moves nobody. The briefing writes a one-sentence remedy next to every finding, and that sentence is written by the server, not by the model. The reason is plain: whoever wrote the query knows which field it looked at. The model does not, so it would invent one.

An ordinary report The SODOO briefing
What it says A number The number, example records and a one-sentence remedy
Who writes the remedy Nobody The server — written in code, per finding
Getting to the record You go and find it The address is inside the finding, and clickable
Going deeper Not possible The same finding listed up to 50 records
Asking a question Not possible The briefing is a conversation; you can question it
Starting the work You switch to another screen From the same panel: schedule the activity, follow the quotation up
Examples, not a flood Every finding arrives with 8 example records and separately states the real total (“there are 34 of these”). Drilling in from the panel lists up to 50 of the same records. Pouring 246 rows through a chat panel is a report, not a briefing.
COWORK AI — Morning Briefing
Good morning. There are 4 things worth your attention today:

1. Unanswered quotations — 6
Sent, no reply, no follow-up.
What to do: Follow the quotation up or close it. A sent quotation with no answer is a decision waiting on you, not on them.
→ S00412 · S00418 · S00421 …

2. Opportunities with no next step — 11
What to do: Schedule the next activity on each one: a call, a meeting or a to-do with a date. An opportunity with no next step is the one that goes quiet.

3. Overdue activities — 3

4. Meetings with no notes — 2
YOU
Show me all the unanswered quotations and schedule a follow-up today on the largest one.
The audit reads; it does not fix by itself The briefing finds and advises; it does not act. Changing a record still goes through the normal confirmation gate: the assistant says what it will change and you approve it. There is no bulk, silent “auto-cleanup”.

CRM Actions

Customer Management

  • Create new customer / prospect
  • Update customer information
  • Customer segmentation
  • View purchase history
  • List related records

Opportunity Management

  • Create new lead / opportunity
  • Update opportunity stage
  • Calculate pipeline value
  • List closing opportunities
  • Reassign opportunity owner

Activity Planning

  • Schedule customer visit
  • Create call activity
  • Set email reminder
  • Log meeting notes
  • List today's activities

Sales Reports

  • Salesperson performance report
  • Win/loss rate analysis
  • Current month pipeline value
  • Best performing customer segment
  • Forecast vs actual comparison

Sales Actions

Quotes and Orders

  • Create sales quotation
  • Confirm quotation as order
  • Add / remove order lines
  • Update price / apply discount
  • Query order status
  • Cancel sales order

Invoice Operations

  • Create invoice from order
  • Query invoice status
  • List unpaid invoices
  • Send invoice by email
  • Cancel / credit note
YOU
Create a sales quotation for Acme Corp for 50 units of "Desk Lamp" at $89 each.
AI COWORK
Sales quotation created:
- Quote No: SO/2026/00892
- Customer: Acme Corp
- Product: Desk Lamp × 50 units
- Unit Price: $89.00
- Total: $4,450.00
- Status: Quotation (Draft)

Would you like to confirm and send it to the customer?

Inventory Actions

Stock Queries

  • Query product stock level
  • List critical stock products
  • Warehouse-level stock view
  • Product movement history
  • Last receipt / issue dates
  • ABC analysis

Transfer Management

  • Create stock transfer
  • Validate transfer
  • Create return transfer
  • List pending transfers
  • Lot / serial number tracking

HR Actions

Employee Management

  • Query employee details
  • Add new employee
  • Department transfer
  • List all employees
  • View org chart

Leave Management

  • Query leave balance
  • Create leave request
  • Approve / reject leave
  • List employees on leave this week
  • Annual leave utilization report
YOU
Show all pending leave requests and approve John Smith's request.
AI COWORK
Pending leave requests (3 total):
1. John Smith — Annual Leave — Mar 3–7 (5 days)
2. Jane Doe — Personal Leave — Mar 1 (1 day)
3. Bob Johnson — Sick Leave — Feb 28–29 (2 days)

John Smith's leave request has been approved. An automatic email confirmation was sent to him.

Accounting Actions

Invoice Management

  • Create customer invoice
  • Record vendor bill
  • Query invoice status
  • Show tax amounts
  • Cancel invoice

Payment Tracking

  • Record payment
  • Query payment status
  • Overdue payment report
  • Update bank reconciliation
  • Cash flow forecast

Project Actions

Project Management

  • Create new project
  • Query project status
  • List project members
  • Show project progress %
  • Filter completed / in-progress

Task Management

  • Create and assign task
  • Update task status
  • List tasks assigned to me
  • Set task deadline
  • Log time on task

Purchase Actions

RFQ and Orders

  • Create request for quotation (RFQ)
  • Confirm RFQ as purchase order
  • Compare multiple quotations
  • Create blanket order
  • Query vendor price history

Vendor Management

  • Add new vendor
  • Query vendor history
  • Find cheapest vendor for product
  • Vendor delivery time analysis

Memory System

AI COWORK's cross-session memory system remembers what it learns between sessions. It records user preferences, frequently used query types, and past operations.

How Memory Works

  • Automatic Learning: User behaviors are analyzed each session; important patterns are saved
  • Decay Mechanism: Old, unused memories gradually lose relevance; recent ones remain prominent
  • Context Extraction: Query patterns, preferred output formats, and shorthand references are learned
  • Cross-Session Persistence: Memory survives browser closure; "do it like last time" works weeks later
YOU (New Session)
Generate my usual weekly sales report.
AI COWORK
Prepared your Monday–Sunday sales summary (same format as last week):
- Total 38 orders, $31,200 revenue
- Best day: Thursday (12 orders)
- Top salesperson: Sarah Johnson
- Applied filter: Domestic orders only (excl. exports as per preference)

[AI remembered your reporting preferences from previous sessions]
Privacy Memory data is stored only in your own Odoo database. Nothing is sent to external servers. User-level isolation ensures one user cannot access another user's memory.

Workflow Engine

Inspired by LangGraph, the State Machine Workflow Engine enables complex, multi-step business processes to be managed end-to-end. Each state is tracked and errors are recovered automatically.

Workflow States

1
Idle
2
Researching
3
Planning
4
Confirming
5
Executing
6
Completed

Key Features

  • Validated State Transitions: Only permitted transitions are allowed; invalid ones are blocked
  • Error Recovery: Up to 3 automatic retry attempts with recovery hints
  • Progress Tracking: Visual progress bar with current_step / total_steps
  • Database Persistence: Workflow state is saved to the database; page refresh does not interrupt it
  • Built-in Cross-Module Workflows: Quote-to-Cash, Order-to-Delivery, HR Onboarding, etc.

Subagent Orchestration

Complex tasks can be distributed to specialized sub-agents running in parallel. Large tasks are decomposed into smaller parallel segments, reducing total execution time.

Subagent Types

Type Specialization Example Use
researcher Data search and analysis Stock queries, customer history retrieval
executor Applying ERP actions Creating, updating, deleting records
analyzer Data analysis and evaluation Sales trend analysis, performance review
planner Workflow planning Breaking complex tasks into sub-steps
writer Text and report generation Writing reports, drafting emails
Parallel Execution Multiple subagents run simultaneously via ThreadPoolExecutor (max 4 workers). Tasks with dependencies wait for their prerequisites before starting.

Plugin System

AI COWORK is extensible via a hook-based plugin architecture. Development teams can add custom business logic or override default behaviors using plugins.

Hook Types

Hook Triggered When Use Case
pre_message Before message is sent to AI Pre-processing, sensitive data masking
post_message After AI response is received Response formatting, logging
pre_action Before ERP action starts Permission checks, context validation
post_action After ERP action completes Audit log, notification sending
on_error When an error occurs Error notifications, fallback logic
on_workflow_start/end At workflow start/end Workflow logging, timing

Built-in Plugins

  • LoggingPlugin: Automatically logs all actions
  • ValidationPlugin: Validates input parameters
  • MetricsPlugin: Tracks performance metrics
  • CachingPlugin: Caches results of repeated queries

Real-Time Token Streaming

Five providers support real-time token streaming, delivering responses word by word as they are generated. Users see answers forming in real time rather than waiting.

Streaming-Enabled Providers

Claude
Anthropic
GPT-4o
OpenAI
DeepSeek
DeepSeek
Mistral
Mistral AI
Groq
Groq (500 t/s)

Technical Details

  • Odoo Bus-Based: Uses Odoo's built-in Bus polling, not raw Server-Sent Events
  • Batching: Tokens are batched every 30 characters or 300ms to reduce DB commit overhead
  • No Streaming for Tool Calls: Only text responses stream; ERP actions execute synchronously
  • Blinking Cursor: UI shows a blinking cursor animation while streaming is active
  • Automatic Fallback: If streaming fails, the system falls back to non-streaming mode

Multi-Model Pipeline

A cost-optimized multi-model pipeline for non-English (especially Turkish) content. The user's message is translated to English by a cheap model, processed by an economical AI model, then translated back to the user's language.

1
Translate → EN (Groq)
2
Process EN (DeepSeek)
3
Translate → User Lang (Groq)
4
Delivered

Cost Comparison

Method Cost (1M tokens) Speed Quality
Direct Claude Opus (with non-English) $15–75 Medium Excellent
Pipeline (Groq + DeepSeek) $0.19–0.83 Fast Very Good
Up to 60x Cost Savings Pipeline activates automatically when Auto mode is on and non-English content is detected. ERP actions (tool calls) are fully supported during the processing stage. Token streaming is disabled during pipeline execution.

Usage Metrics and Analytics

View detailed metrics for every AI request from SODOO AI > Configuration > Analytics.

Tracked Metrics

Provider Usage

How much each provider was used, average response time per provider, and cost distribution.

Token and Cost

Total tokens per user/model, cost breakdown, and token efficiency (result per token).

Action Metrics

Most-used ERP actions, success/error rates, average execution time per action type.

Response Time

P50/P95/P99 response time distribution, slow queries, and performance bottlenecks.

Cost Analysis and Optimization

Cost Reduction Strategies

  • Auto Mode: Simple tasks routed to cheap models; complex ones to powerful models
  • Multi-Model Pipeline: Up to 60x savings for non-English processing
  • Caching: Repeated query results served from cache (zero cost)
  • Tool Filtering: Only relevant tools sent to the model (reduces token overhead)
  • Prefer Groq: 500 tokens/second + very low cost for simple queries
Budget Control We recommend setting monthly spending limits in your provider consoles (Anthropic, OpenAI, etc.). SODOO AI COWORK does not manage API spending limits directly. Configure usage caps in the respective provider dashboards.

Usage Examples

Example 1: New Customer Onboarding

YOU
New customer: Bright Design Studio, New York, sector interior design, contact person Emily Clark, emily@brightdesign.com, phone +1-212-555-0190. Add to CRM and create a first contact activity.
AI COWORK
Done:
✓ Customer created: Bright Design Studio (ID: 2847)
✓ Contact added: Emily Clark (email + phone recorded)
✓ Sector: Interior Design
✓ Activity: "First Contact" — Tomorrow 10:00 AM — Assigned to you

Would you like to add an opportunity as well?

Example 2: Weekly Order Delivery Check

YOU
Show me orders due this week that haven't been delivered yet and flag which ones are late.
AI COWORK
4 pending deliveries this week:
1. SO/2026/00834 — Acme Corp — Due: Yesterday [LATE!]
2. SO/2026/00841 — TechCorp — Due: Today
3. SO/2026/00856 — GlobalCo — Due: Tomorrow
4. SO/2026/00871 — StartupXYZ — Due: Feb 28

Shall I send a delay notification email to Acme Corp for SO/00834?

Example 3: Monthly Financial Summary

YOU
Prepare a comprehensive financial summary for January 2026: revenue, expenses, collections, and outstanding amounts.
AI COWORK
January 2026 Financial Summary

Revenue:
- Invoiced: $89,500
- Collected: $76,200
- Outstanding: $13,300

Expenses:
- Purchases: $36,400
- Operating: $8,300
- Payroll: $16,100
- Total Expenses: $60,800

Net Profit: $28,700 (Margin: 32%)

Example 4: Automated Reorder Workflow

YOU
Check reorder rules and create RFQs for any products that need restocking based on current stock vs reorder points.
AI COWORK
Found 3 products below reorder point. Proposed RFQs:

1. Widget X: Qty 50 → Acme Supply (last price: $22/unit)
2. Gadget Y: Qty 200 → TechParts Inc (last price: $6/unit)
3. Component Z: Qty 25 → GlobalComp (last price: $88/unit)

Estimated Total: $4,700

Approve creating all 3 RFQs? [Yes / No]

Example 5: Weather-Informed Delivery Planning

YOU
What is the weather in Istanbul tomorrow? Should I reschedule any deliveries?
AI COWORK
Istanbul Tomorrow (Feb 27):
6°C, heavy rain all day, wind 28 km/h

You have 4 deliveries scheduled tomorrow. 2 of them are in open areas (docks, construction sites) that could be problematic in heavy rain:
- SO/2026/00889 — Harbour District
- SO/2026/00891 — Bosphorus Site

Recommend rescheduling those 2 to Monday Feb 28 (sunny, 10°C). Should I update the delivery dates?

Frequently Asked Questions

Which languages are supported?
All AI providers support multiple languages. You can query in English, Turkish, Spanish, German, French, and many other languages. The multi-model pipeline specifically optimizes cost for non-English content, making it economical to use in any language.
Is my ERP data sent to the AI provider?
Yes — your query and the relevant ERP data (queried records) are sent via API to the selected AI provider. Review your chosen provider's privacy policy. Mistral AI uses European servers for GDPR compliance. For fully on-premise AI, contact our team.
What if the AI makes a wrong action?
All write operations (create, update, delete) are shown to the user for approval before being executed. No write action runs without confirmation. Additionally, Odoo's standard chatter logging records all changes; operations can be reviewed and reversed.
How many actions are supported?
Currently 120+ ERP actions across all modules: CRM (10+), Sales (12+), Inventory (15+), Accounting (10+), Project (8+), HR (10+), Purchase (8+), Dashboard (8+), Quality (6+), Helpdesk (6+), and more. With the Custom Tool feature, developers can add new actions at runtime via the UI.
How do I start for free?
Obtain a Groq API key (free tier available at console.groq.com) or a Google Gemini API key (free at aistudio.google.com). With Auto mode enabled, simple queries will automatically use the cheapest available provider. The multi-model pipeline provides further savings on non-English content.
How do I add a custom action (tool)?
Go to SODOO AI > Configuration > Custom Tools and create a new tool. Define the action code, description, parameters (JSON), and Python code. Code runs in a safe sandbox (safe_eval) with access to env, record, params, and user_id variables. No code deployment needed.

Troubleshooting

AI is not responding / "API error" message
Checklist:
  1. Verify API key is correctly entered in Settings > AI COWORK
  2. Confirm the API key is still valid in your provider console
  3. Check provider API status page for outages
  4. Ensure your Odoo server has outbound internet access
"I cannot perform this action" response from AI
AI COWORK operates within the current Odoo user's permissions. Verify that the logged-in user's role has sufficient Odoo access rights for the requested operation. All ERP actions are subject to standard Odoo security rules.
Streaming is not working — responses arrive all at once
Streaming is only supported for 5 providers (Claude, GPT, DeepSeek, Mistral, Groq). Google Gemini does not support streaming. Even with streaming enabled, ERP tool calls execute synchronously — only pure text responses stream in real time.
Memory system not working — AI doesn't remember previous sessions
Confirm "Memory System" is enabled in Settings > AI COWORK > Advanced Settings. Memory accumulates over time; very short sessions may not generate enough data. Memory is user-specific — switching users resets the context.
Checking Odoo Logs For technical errors, check Odoo server logs: /var/log/odoo/odoo.log or journalctl -u odoo -f. AI COWORK errors are logged with the sodoo.ai prefix for easy filtering.