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Odoo often contains everything you need for sales and project management.
Contacts. Leads. Projects. Tasks. Quotes. Invoices. Appointments. Activities. Notes.
The problem is not missing information. It is finding it.
With the LIVOI Agent, Odoo becomes a chat.
You ask what you want to know. The agent finds the relevant information directly in Odoo, puts it into context and gives you a concrete answer.
For example:
“What is the current status of the Müller project?”
The agent can check the project status, open tasks, activities, responsibilities, notes and Chatter entries, then produce a summary.
CRM and sales directly through chat
In the CRM, LIVOI can search for existing sales opportunities and read information such as the customer, salesperson, expected revenue, probability, priority or closing date.
CRM opportunities can also be created and updated.
For example:
“Create a new sales opportunity for ABC GmbH.”
Or:
“Set the expected revenue to 20,000 euros and the priority to high.”
This makes chat a direct interface for supported actions in Odoo as well as a way to search.
Keep track of projects and tasks
For projects, the agent can read information including status, project manager, members, task statistics, descriptions, notes and status updates.
Odoo Chatter can also be taken into account.
For example:
“What has been discussed in the project since last week?”
“Which risks have been documented?”
“Which tasks are overdue?”
LIVOI can summarise messages, internal notes, status changes and activities to produce a clear picture of project progress.
Project tasks can also be searched by status, assignee or due date.
Create activities directly in Odoo
LIVOI can create activities in Odoo as well as read information.
For example, activities can be attached to contacts, CRM opportunities, projects, tasks, quotes or invoices.
An instruction might look like this:
“Create a ‘Call’ activity for customer Müller on September 25. Assign it to Angelique.”
The due date, responsible person, note and activity type can all be set directly through chat.
Quotes, invoices and outstanding balances
Commercial information can also be queried directly.
The agent can read quotes and sales orders, including line items, prices, quantities, invoicing status and project links.
For invoices, it can check details such as payment status, due date and outstanding balance.
For example:
“Which invoices for customer X are overdue?”
“Has the order already been invoiced?”
“How much is still outstanding?”
One chat instead of multiple Odoo views
The main benefit is that LIVOI can bring together information from different parts of Odoo.
A customer can be linked to CRM opportunities, quotes, projects, tasks, activities and invoices at the same time.
Instead of opening multiple views, you can simply ask:
“Summarise everything we currently know about customer Müller.”
The agent can turn this into an overview of sales, projects, tasks, activities and financial matters.
Odoo remains the central system.
LIVOI becomes the interface between the user and the information it contains.
You no longer have to know which module something is stored in.
You ask:
“What is still open?”
“What is overdue?”
“What was decided most recently?”
“What do we need to do next?”
“Create a follow-up reminder for that.”
The agent handles the search, brings the information together and can perform supported actions directly in Odoo.
Which processes could you manage through an AI agent next?
Odoo is just one example of what becomes possible when AI works directly with the systems that already hold your data and processes.
For your business, the greater potential might lie in sales, project management, customer service or internal workflows.
Our AI potential check helps you find out where an AI agent could be useful in your business and which specific processes could be automated or managed through chat.