Assista X FAQ
Getting started
Do I need to be an Odoo admin to use Assista X?
No. You need your regular Odoo login and your instance URL. No admin access or IT setup is needed on the Odoo side. See Connect your Odoo server.
Does this work with my version of Odoo?
Assista X supports Odoo 16 and later, in Community and Enterprise editions. To check your version, see Settings > About in Odoo.
How do I sign in?
With Continue with Google at x.cybrosys.com/login. Assista X has its own accounts, so your Assista IDE and EasyInstance accounts do not carry over. See Get started.
Can my Odoo run on a private network?
Assista X connects to public http and https addresses only. Addresses in private ranges and localhost are refused. See Address rules.
Can I connect more than one Odoo server?
Yes, up to the number your plan allows. Each server has its own credentials, and each chat is tied to one server. See Connect your Odoo server.
Using Assista X
What kind of questions can I ask?
Anything about your live Odoo data across sales, invoicing, inventory, HR, purchasing and projects. For example: "Show overdue invoices over 30 days", "Top customers by revenue this quarter" or "Which products are below reorder point?". See Ask questions.
What is the difference between Normal mode and Analytical mode?
Normal mode gives a summary, charts, a table and a few insights, and suits quick lookups. Analytical mode replies like a business analyst, with key metrics, several charts, risk flags and recommended actions, and uses more tokens per response. See Analytical mode and Normal mode.
Can I get charts, tables and reports?
Yes. Answers include tables and charts, you can export tables to CSV or Excel, and you can ask for a report and download it as PDF, image or HTML. See Tables and charts and Reports.
Does it understand my custom modules?
Yes, after a custom addons sync. Assista X scans and indexes your custom modules by static parsing, nothing is executed, and no business data or records leave your machine.
Can I use it outside the Assista X page?
Yes. Keep the chat in a floating window that stays on top while you work in Odoo, or message it from Telegram. See Floating chat and Telegram.
Can I talk to it?
Yes. Dictate a question with the microphone, or start a hands-free voice conversation. See Voice.
Which languages does it support?
Language support depends on the AI model you choose.
Is there a mobile app?
Assista X is a web app that works in desktop and mobile browsers. There is nothing to install.
Where can I learn more?
See the tutorials at x.cybrosys.com/tutorials.
Permissions and data
Will Assista X see all my company's Odoo data?
No. It uses your own Odoo credentials, so it only sees what you already have permission to see. Your access rights and record rules apply to every answer.
Can Assista X change my Odoo data, or only read it?
By default Assista X is read-only. If write access is enabled, it can create or update records, always limited to what your own Odoo permissions allow. It cannot delete or archive records. See Security and privacy.
Where does my Odoo data go?
Assista X queries your Odoo server live. It does not sync or keep a separate copy of your Odoo database. To answer you, only the relevant data is sent to the AI provider you configure (such as OpenAI or Anthropic) using your own API key. It is never sold or shared with anyone else, and it is not used to train models.
Is my conversation saved?
Yes. Your conversation history is saved to your account so you can come back to it. See Chats and sharing.
Are my credentials safe?
Your Odoo password and your AI provider API key are stored encrypted. See Security and privacy.
Can I use a read-only Odoo user?
Yes, and it is recommended. Connect with a dedicated Odoo user that has only the access you want the assistant to have.
AI providers and cost
Which AI providers can I use?
OpenAI, Anthropic and OpenRouter, with your own API key. See AI providers.
Who pays for the AI usage?
You pay your AI provider for the tokens you use. Analytical mode and large results use more. Assista X plans and rates are on the pricing page. See Plans and billing.
Why do I see "does not support BYOK"?
Using your own API key needs a plan that includes Bring Your Own Key. Select View Plans in the message to see the plans.