AI agents
Odoo's own AI agents or a custom one: how to choose
Recent Odoo versions include an AI app with agents you can configure inside Odoo. For many tasks that is the right place to start. A custom agent makes sense when the job reaches outside Odoo, needs your own rules, or must run on your own AI account.
When Odoo's built-in AI is enough
Drafting text inside Odoo, summarising records, answering questions about the data a user can already see, and simple assistants configured from Odoo's own screens. If your version and edition include it, try it first.
When a custom agent is better
No.PointWhat it means in practice
01Work outside OdooReading email, Excel files, tax portals or other systems as part of the same job.
02Your own rulesApproval queues, client consent, limits per user or per client, as in our accountancy firm case.
03Your own AI accountRunning on your Claude or other model account, with your data agreement and your costs.
04Older versions or CommunityWhen your Odoo version or edition does not include the AI features you need.
05Many stepsJobs that plan, use several tools and check their own work before handing over.
Questions people ask
01
Can both run together?
Yes. Odoo's AI handles quick tasks inside screens; a custom agent handles the longer jobs.02
Is a custom agent expensive to run?
Usually not. Simple requests can avoid the AI model entirely, and you pay your model provider directly.03
Which Odoo versions?
A custom agent works through Odoo's API on any supported version.Book a meeting
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