diff --git a/content/applications/productivity/ai.rst b/content/applications/productivity/ai.rst index 9170a7b46d..e083e72ee1 100644 --- a/content/applications/productivity/ai.rst +++ b/content/applications/productivity/ai.rst @@ -1,8 +1,89 @@ +:show-content: +:hide-toc: + == AI == +.. |AI| replace:: :abbr:`AI (artificial intelligence)` + +Artificial intelligence (AI) in Odoo enhances productivity across all apps by providing intelligent, +context-aware assistance. It helps users work faster, make better decisions, and automate routine +tasks, all while staying within the familiar Odoo interface. + +Ask AI +====== + +The :guilabel:`Ask AI` feature allows users to receive assistance anywhere in an Odoo database. It +understands natural language and can answer questions, open views, and improve content. + +To enter a prompt from anywhere in the database, enter :kbd:`Ctrl` + :kbd:`k` to open the command +palette. From here, type in a prompt, then click the |AI| icon or hit enter. This opens a +conversation window with the *Ask AI* agent. + +.. image:: ai/command-palatte.png + :alt: An open command palatte with a prompt. + +.. important:: + The *Ask AI* agent is instructed not to display an error to a user. If it is unable to complete + the requested query, it responds that it is unable to complete the request at that time. + +After the agent has responded, hover over the response to do one of the following: + + - :guilabel:`Send as Message`: opens an email pop-up with the contents of the response in the body + of the message. The message can be edited before it is sent. + - :guilabel:`Log as Note`: opens a chatter pop-up with the contents of the response. The note can + be edited before it is logged as a note. + - :icon:`fa-copy` :guilabel:`(Copy)`: copies the contents of the response to the clipboard. + + .. image:: ai/response-options.png + :alt: A response from an agent with the send, log, and copy options visible. + +.. note:: + These options are pre-configured *Default Prompts*. The default prompts can be edited, and new + prompts can be added through the **AI** application. + +.. tip:: + To open the conversation with the agent in the **Discuss** app, click on the header of the + conversation window, then click :icon:`fa-expand` :guilabel:`Open in Discuss`. + + .. image:: ai/open-in-discuss.png + :alt: The header of a conversation window with the open in discuss option visible. + +AI button +--------- + +In addition to the command palette, the |AI| button can be utilized to open a conversation with the +*Ask AI* agent as well. The |AI| button is located in the top-right corner of the screen and is +available throughout the database regardless of what app the user is currently using. + +After clicking the |AI| button, a conversation window opens with the *Ask AI* agent. Either type a +request in the message field or click one of the preconfigured message prompts. + +.. figure:: ai/ai-button.png + :alt: The AI button opens a window that includes suggested conversation prompts. + + The AI button opens a window that includes suggested conversation prompts. The prompts vary based + on where in the database the button was clicked. + +Common requests +=============== + +Below are some common requests that the *Ask AI* agent can assist with: + +- Translation: *Translate the most recent chatter message* +- Summarize: *Summarize this chatter thread* +- Text generation: *Generate a follow-up message* +- Improve: *Improve this message draft* +- Suggest: *Suggest next steps for the sales rep/support agent* + +.. important:: + The standard *Ask AI* agent **cannot** make changes to the database. As such, it can open views + and display reports, but it cannot create leads or alter data. For more information on + customizing agents to complete tasks, see :ref:`Topics `. + .. toctree:: + :titlesonly: ai/agents ai/fields diff --git a/content/applications/productivity/ai/ai-button.png b/content/applications/productivity/ai/ai-button.png new file mode 100644 index 0000000000..1213df7106 Binary files /dev/null and b/content/applications/productivity/ai/ai-button.png differ diff --git a/content/applications/productivity/ai/command-palatte.png b/content/applications/productivity/ai/command-palatte.png new file mode 100644 index 0000000000..73502b2b8f Binary files /dev/null and b/content/applications/productivity/ai/command-palatte.png differ diff --git a/content/applications/productivity/ai/open-in-discuss.png b/content/applications/productivity/ai/open-in-discuss.png new file mode 100644 index 0000000000..f56fcabb24 Binary files /dev/null and b/content/applications/productivity/ai/open-in-discuss.png differ diff --git a/content/applications/productivity/ai/response-options.png b/content/applications/productivity/ai/response-options.png new file mode 100644 index 0000000000..f53669f6ba Binary files /dev/null and b/content/applications/productivity/ai/response-options.png differ