Cybrosys Assista

Getting Started with Assista X Chat: Step-by-Step Odoo Integration Guide ​

Welcome to Assista X Chat—your gateway to instant, conversational access to Odoo business data using advanced AI.
This guide walks you through the essential first-time setup: connecting your AI model and Odoo database in just minutes.

1. Navigate to the Assista X Chat Portal ​

2. Sign Up and Access Your Workspace ​

  • Click Sign Up to create your account.
  • Follow on-screen prompts to set up your personal Assista X Chat workspace for Odoo conversations.
Assista X Chat login page for creating a new conversational workspace

3. Open the Configuration Settings Modal ​

After logging in:

  • Click the prominent Configure Settings button on the dashboard
    or
  • Click the profile icon in the bottom-left corner of the app

A settings modal will appear with two key tabs: AI Provider and Odoo.

Settings modal in Assista X Chat showing configuration options for AI provider and Odoo connection

4. Set Up Your AI Provider ​

This powers the intelligence behind your Odoo chat!

  • Inside the modal, open the AI Provider tab.
  • Select your preferred AI service from the dropdown.
  • Choose the AI model you want to use.
  • Enter your API key and save to connect.
Configure AI provider and enter API key in the Assista X Chat settings tab

5. Connect to Your Odoo Server ​

Enable secure, real-time data access:

  • Open the Odoo tab in the same settings modal.
  • Enter these details:
    • Server URL
    • Database Name
    • Email
    • Password (or API key, if supported by your deployment)
Connect Odoo server by entering URL, database name, and credentials in Assista X Chat

6. Start Chatting with Your Odoo Data! ​

  • Close the settings modal—your configuration is complete.
  • Type natural-language questions into the chat to get instant, actionable insights.

Try your first question:

"What were our total sales last week?"

Assista X Chat delivers a real-time response to an Odoo business query in the chat interface

What's Next? ​

  • Experiment with various natural-language queries about your Odoo data.

Ready to uncover instant Odoo insights? Connect your AI provider, link your server, and let Assista X Chat handle the rest!