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What if your ERP answered when you asked?

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Odoo in a conversation instead of a menu

Section titled “Odoo in a conversation instead of a menu”

Odoo knows almost everything about a company: projects, tasks, quotes, invoices, contacts and open activities. Finding it, though, means clicking through many menus, filters and views.

With the Odoo connection for LIVOI, you simply ask: “What happened on the Hall 3 project this week?” or “Create an opportunity for Müller GmbH and remind me to call back on Friday.” The agent reads the relevant data, summarizes it and, if asked, creates new records, each with a direct link into Odoo.

From a sentence in chat to a record in Odoo
  • Channel
  • Custom tool
  • Result
  1. 1
    Channel Question or request

    In LIVOI Chat, Teams or WhatsApp – in plain language.

  2. 2
    Custom tool Read Odoo

    Projects, tasks, chatter, quotes, invoices and due activities.

    GET /projects/{id}/context
  3. 3
    Custom tool Write to Odoo

    Create or update an opportunity, schedule an activity with a due date.

    POST /crm/opportunities
  4. 4
    Result Answer with link

    Summary in chat; every record opens directly in Odoo.

The connection is an interface between Odoo and LIVOI built by P-CATION. The agent calls it through custom tools.

What the agent can do in Odoo

Section titled “What the agent can do in Odoo”
Understand projects

Description, status updates, tasks with stage and assignees, and the full chatter with notes and changes.

Daily overview

Overdue, due today and upcoming activities, grouped by employee – ideal for the daily stand-up.

Quotes & invoices

Status, amounts, line items, due dates and outstanding balance – without opening the accounting view.

Keep sales up to date

Create and update opportunities for existing customers and schedule activities with an owner and due date.

15-second demo: daily, project status and a new opportunity

Section titled “15-second demo: daily, project status and a new opportunity”
User

What’s due for me today?

Custom toolget_daily_activities

2 overdue, 3 today

Odoo agent

Overdue: follow up on quote (Becker AG), review acceptance report (Hall 3 new build)
Today: call back Müller GmbH, approve invoice INV/2026/0412, prepare team meeting

User

What’s the status of the Hall 3 new build?

Custom toolget_project_context

14 tasks, 3 status updates

Odoo agent

The project is on track. Four tasks have been completed since Monday, including the electrical installation. Still open: acceptance of the fire doors, owned by Jana Wolf, due October 16.
→ Open in Odoo

User

Müller GmbH wants a second hall, around €180,000. Add it as an opportunity and remind me to call them back on Friday.

Custom toolcreate_opportunity

Opportunity “Hall 2” created

Custom toolschedule_activity

Call back on Fri, Oct 16

Odoo agent

Done: opportunity “Müller GmbH – Hall 2” with €180,000 expected revenue, plus a call-back on Friday in your activities.
→ Open opportunity in Odoo

Safe, not full access

Section titled “Safe, not full access”

An agent with unrestricted write access to the ERP would be a risk. The connection is therefore deliberately narrow:

  • No generic access: the agent can only use the approved queries and actions, not arbitrary Odoo methods.
  • Limited write permissions: only opportunities and activities are created or changed, with a fixed field list. No contacts are created, nothing is deleted.
  • Odoo permissions still apply: the connection uses a technical user with minimal rights, and Odoo’s access rules apply on top.
  • Traceable: every call is visible in the chat, every record is linked.

What changes day to day

Section titled “What changes day to day”
Before
  • Piecing together project status from chatter, tasks and notes
  • Opportunities get entered “later” – or never
  • Calling accounting for a question about an invoice
After with LIVOI
  • Project summary in seconds, with a link to the details
  • Opportunities and follow-ups straight from the conversation
  • Invoice and quote status for everyone authorized, via chat