Lecture Notes: AI Integration in Odoo by Jeremy from New Logic

Introduction

• Speaker: Jeremy, Co-founder and VP of Engineering at New Logic.
• Company Overview:
  • Founded in 2016.
  • Specializes in innovative software solutions.
  • Odoo partner since 2021.
  • Offices in 5 countries across Southeast Asia.
  • Headquarters in Bangkok, Thailand.

AI and Generative AI

• Definition of Generative AI:
  • AI that creates new content like text, images, videos, audio.
• Large Language Model (LLM):
  • Basis for AI like ChatGPT.
  • Trained on extensive internet datasets.
  • Can be augmented with contextual data (e.g., corporate data).

Integration with Odoo

• Odoo and AI:
  • Combining Odoo’s data-rich environment with AI creates powerful tools.
  • Utilizes OpenAI and other open-source alternatives.
• Chatbot in Odoo Discuss App:
  • Integrates a chatbot for internal communication.
  • Accesses employee database to personalize responses.
  • Connected to the internet for real-time information.
• Access to Odoo Knowledge Base:
  • AI retrieves and utilizes company policies and other data from Odoo Knowledge.

AI Features and Demonstrations

• AI in Group Chats:
  • Supports multiple users in discussions.
  • Specialized AI "experts" for different fields like development, project management.
• AI Toolbar:
  • Integrated into CRM for processing tasks like transcription and task breakdown.
  • Can expand notes into detailed content.
  • Generates emails and manages communication using contextual opportunity data.

Data Handling and Permissions

• Data Protection:
  • Enforces Odoo’s existing permission protocols.
  • AI is prevented from accessing unauthorized data.
• Feedback Mechanism:
  • Users can rate the helpfulness of AI responses.
• Handling External Clients:
  • Not fully implemented for external client interactions yet.

Technical Infrastructure

• Architecture Overview:
  • Data from Odoo apps converted to text/vector representations.
  • Uses both contextual data and vectors for AI processing.
• AI Agnostic Approach:
  • Uses OpenAI but compatible with other AI models.

Application and Use Cases

• Smart Actions:
  • Automate tasks like submitting time off requests.
• Image Generation:
  • Utilizes OpenAI's DALL-E for creating images.

Additional Information

• Questions Addressed:
  • Data access restrictions and permissions management.
  • Integration with different user profiles and external databases.
  • Future considerations for app store availability and custom integration.
• Security:
  • OpenAI API ensures data isn't used for training when using contracted API.

Conclusion

• New Logic aims to enhance business operations with AI integrated into Odoo.
• Encourages feedback and interaction during the three-day event.
• Availability for further questions and custom integrations.