BeAI connected to Odoo
Turn a call into a useful action in Odoo.
Appointments, contacts, tickets, tasks, sales, events or logistics: BeAI can read or write only in authorized modules and actions.
Recommended scenarios
The essential uses for welcoming and following a call.
These scenarios cover the most frequent requests and use strictly defined read and write actions.
Agenda & AppointmentRecommended
Check the schedule, create an appointment, move it or complete its information.
Customer DirectoryRecommended
Find a contact, view their listing, and update their contact information during the call.
Ticket managementRecommended
Search, read and create support tickets from the caller's request.
Messages, reminders and tasksRecommended
Log a phone message or callback request in Odoo tasks.
Other available scenarios
Responses and actions in the main Odoo feeds.
The access level is indicated for each scenario. It remains limited to the templates, fields and operations configured for the agent.
Internal directory
Find the service, function and professional contact details of an employee.
Customer account and invoices
Respond on a customer's balance and invoices without giving access to accounting entries.
Maintenance requests
View an existing outage or create a maintenance request from the call.
Quotes & Orders
Give the status, amount, validity and details of a quote or order.
Events & Registrations
Showcase available events, check a registration and register a participant.
CRM Lead Management
Qualify a prospect, find an opportunity and create a new sales lead.
Deliveries & Withdrawals
Respond on the preparation, scheduled date, delay or completion of a delivery.
Is your Odoo process specific?
Frame the templates, fields, and actions that BeAI actually needs.
Beone can study existing scenarios or an integration adapted to your Odoo environment.