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Assista X Chat: Instantly Analyze Odoo Data with AI Chatbot

Assista X Chat is your intelligent, natural-language gateway to business insights in Odoo.
Unlock real-time access to sales, finance, inventory, projects, HR, and more—simply by asking in plain English. No more complex menus or manual reporting.

Why Use Assista X Chat for Odoo?

  • Instant Answers to Business Questions

    • Query any Odoo module—Sales, Inventory, Accounting, Projects, HR, CRM, and more.
    • Receive precise, real-time insights and summaries without technical expertise.
  • Conversational Summaries and Dashboards

    • Ask for high-level summaries, custom KPIs, exception lists, or trend analysis on demand.
    • Refine and drill down just by asking follow-up questions, making data exploration interactive.
  • Guided, Safe Business Actions

    • Create activities, draft records, or initiate follow-ups directly from the chat—always with secure confirmation steps (where enabled).
    • Save your most frequent questions as reusable prompts for one-click reporting.

Assista X Chat at a Glance

Assista X Chat user interface showing a natural-language query and analysis dashboard for Odoo business data

Common Business Use Cases

  • Instantly check this month’s sales by region and see your top customers.
  • List overdue invoices, payable amounts, or outstanding balances at any time.
  • Monitor project or stock status, highlight procurement risks, or analyze employee HR metrics.
  • Generate custom dashboards and on-demand summaries for leadership meetings.

Example Natural-Language Prompts

  • "Show this month’s sales by country and highlight the top 5 customers."
  • "List all invoices overdue by more than 30 days, with the total amount outstanding."
  • "What purchase orders are awaiting my approval this week?"
  • "Summarize stockout risks for the next 14 days, grouped by product category."

Secure, Permission-Based, and Auditable

Assista X Chat is designed for enterprise-grade security and full transparency:

  • Uses Your Odoo Credentials:
    Log in with your existing Odoo account—access is governed by your company’s user permissions and group policies, just like in Odoo.

  • Enforces Odoo Record Rules:
    You only see what you’re allowed to—if data is hidden from you in Odoo, it remains hidden in Assista X Chat.

  • Auditable & Transparent:
    All queries, actions, and data access are traceable for compliance and peace of mind.

Start Unlocking Business Insights Today

Transform how your team interacts with your Odoo data—securely, conversationally, and instantly—with Assista X Chat.