Getting to Know Odoo AI Features & How to Use It Successfully

We cannot deny the fact that artificial intelligence (AI) is certainly changing the way businesses are operating nowadays. Some people may like that, others may frown upon it, but one thing is for sure in any case. Basically, you absolutely have to leverage the technology if you want to get ahead in business, no matter what you personally think about it. And, that means that you’ll need to get acquainted with various systems that you could use to your advantage, instead of simply sticking to the same old methods and thinking that they will work fine.

For instance, if you have been using Odoo, a well-known and comprehensive Enterprise Resource Planning (ERP) system, then you may want to get better familiar with the AI features that it has integrated into its core features, thus helping businesses with important day-to-day as well as long-term, operations. You may be using Odoo for accounting, CRM, inventory, marketing, HR, or something else, and you may have really been happy with it so far, which is expected, given how useful it can undeniably be. But, if you don’t leverage some new features and developments, you are bound to miss out on a lot, and I am guessing that you don’t really want that.

Why is it, though, that AI is so valuable in an ERP system such as Odoo? Why is it that you should leverage those AI features and add them to your planning processes and general business operations? Well, for one thing, AI can analyze the data that the ERP will collect in a matter of seconds, discovering patterns that humans would need hours and hours to discover. Then, those AI powered predictions are bound to lead to smarter planning and better team collaborations, while also reducing risks and reducing manual labor, allowing people to focus more on the creative part of the job. In short, thus, it can help streamline the operations and ultimately make smarter and faster decisions.

Read about some general benefits of AI for business: https://www.techtarget.com/searchenterpriseai/feature/6-key-benefits-of-AI-for-business 

Okay, now that you get the importance of incorporating those AI features into your ERP system such as Odoo, what you want to do next is actually get familiar with those features that you can actually leverage with this particular tool. And, that is precisely what we are going to be talking about today. Furthermore, we will also give you a better idea about how to successfully use Odoo and its AI features, in an effort to help you get the most out of this system, and out of the new developments that it is bringing to the table nowadays. Without any further ado, thus, let us start answering those questions for you below.

Odoo AI Features to Leverage

Unsurprisingly, we are going to begin by talking about some of the key and most commonly used AI capabilities that are available in the modern versions of Odoo. This way, through getting to know those features, you will understand how to better leverage them for your particular business operations. So, let us now check out some of the most important ones.

  • AI-Powered Document Processing

A powerful feature that can definitely save a lot of time and reduce manual labor – AI-powered document processing. To put things simply, with this feature you can automatically extract data from the uploaded documents, such as customer invoices, vendor bills, receipts, purchase orders, and delivery slips. You simply upload the document to Odoo, and AI will scan and read it, detecting those fields such as taxes, dates, vendor names, and totals, as well as reference numbers, and then automatically populating the document inside your accounting module. It can’t get much quicker or easier than that.

  • AI Content and Email Generation

If you’re struggling with creating content, including emails, Odoo’s AI can undeniably help with that. It can generate emails, CRM communications, and product descriptions, as well as social media posts, website content, and even marketing copy. This saves a lot of time for your marketers and your sales team, generating the necessary content easily, and making communication with customers easier. Of course, proofreading before sending is always a good idea, as that’s how you’ll get the most out of this feature.

  • AI Based Forecasting

Forecasting is an important part of every business. And, with Odoo’s AI, it just got easier. Basically, Odoo will analyze the historical data, and then AI will uncover any patterns and cycles, allowing the system to predict future values based on those past behaviors. This makes the decision-making process much easier, letting you easily find out what to order and how much to stock, as well as how to allocate the team workload, and I am guessing you understand already just how important those things are.

  • Chatbots

Chatbots have become quite a popular option nowadays, and it is no wonder. So, you may want to use them to your advantage as well. And, naturally, Odoo now offers AI-driven chatbots that allow your website to automatically respond to some customer questions, pricing inquiries, order status requests, booking and scheduling, as well as product recommendations and other types of customer inquiries. This reduces the workload of customer service, while also providing 24/7 website support and thus improving user engagement and boosting conversions.

  • Image Editing and Enhancement

In some modules, Odoo AI can also help with image editing and enhancements. In the simplest words possible, it can remove backgrounds, enhance image quality, and resize or crop the images, as well as generate creative variations. This can be extremely helpful, as it reduces the need for your teams to rely on external tools such as Photoshop for those everyday image tasks, thus saving them quite some time along the way. Furthermore, with the integration of a teams AI note taker, your team can streamline meeting documentation by automatically transcribing and summarizing discussions, saving time for other productive tasks.

  • Voice Notes

Apart from all of the above, we cannot fail to mention the voice-to-text functionality now included in many models in Odoo. So, for instance, your sales reps can record meeting notes in the CRM, managers can more easily dictate memos and tasks, and support agents can instantly log calls. This is sure to further boost productivity, and I suppose you understand the importance of productivity for your business.

How to Use It Successfully

Okay, now that you have understood some of the features, the only thing left for you to do is learn how to leverage all of this successfully. And, well, the best thing to do is leverage the power of an Odoo AI assistant, that is, a platform that will understand your business specifically and help you easily figure out how to use those new features to the fullest. Everyone uses Odoo in their own way, and while your business may focus on, for instance, AI powered document processing or forecasting, others may focus more on, say, content creation. You will certainly have to learn how to use what works for you best.

That is why choosing a good assistant and a good platform that will take your specific and unique needs into consideration is an absolute must. So, take your time to check out different platforms that offer help with these AI features and check how they work and how reliable as well as how intuitive they are, because you will want to be able to use them easily. Then, once you have made your choice, you’ll simply get to enjoy the modern features that Odoo can now offer.