Solution · AI
Overview
An AI business assistant translates plain-language questions into queries against approved data views, respects user permissions and shows where the answer came from.
01Typical problems
Simple questions wait days for analysts.
Users don't know where data lives in the ERP.
Public chatbots can't see your data and hallucinate answers.
Copying exports into AI tools leaks sensitive data.
02Capabilities
Questions translated into structured queries.
Only curated, documented data is queryable.
Answers respect ERP access rights.
Results show the data used.
Explain trends and exceptions in plain language.
Questions and answers logged.
03Workflow
Define data views and metric definitions.
Assistant connected with permission checks.
Evaluate accuracy with real questions.
Start with a pilot group.
Review logs and refine.
04 — Technical notes
The assistant should never write to the ERP in its first version. Read-only access, limited to curated views, keeps risk low while value is proven.
Accuracy is measured with a test set of real questions and expected answers before rollout and after every change.
Where it applies
Insights
A grounded look at AI in ERP: document processing, support and sales assistance, natural-language reporting — plus the limits, risks, controls and how to choose a first use case.
A practical look at Odoo 20 AI agents: creating records, automated triggers, MCP access, IAP credit billing, and where we would and would not use them.
FAQ
Only if the user can and the data view includes it. Sensitive data is excluded by design unless explicitly required.
We recommend read-only first. Write actions, if any, require confirmation and are logged.
We measure accuracy on your questions before rollout and show sources for verification.
Next step
We will pilot an assistant on curated data.