OdooBot
Interactive onboarding assistant
OdooBot is a built-in virtual assistant in Odoo that helps new users get familiar with Discuss features. When you log in for the first time, OdooBot automatically sends a welcome message and guides you through 5 basic steps to use the chat system effectively.
The tour takes only 2-3 minutes to complete and teaches features you'll use daily: sending emojis, using slash commands, @mentioning others, attaching files, and using quick responses.
What is OdooBot?
OdooBot is a smart chat bot built into Odoo. The bot automatically creates a private conversation with you when you first log in, guides you through basic Discuss features, answers basic help questions, and has some fun responses.
Key points
• Automatically starts when you log in for the first time.
• Interactive guidance: learn by doing, not just reading.
• Only works in private conversations or when @mentioned.
Onboarding Tour - 5 Steps
The tour automatically starts when you log in to Odoo for the first time as an internal employee. The tour consists of 5 steps teaching you important features.
Steps
1. Step 1: Send emoji - Learn how to send emojis in messages (type :) or choose from emoji picker).
2. Step 2: Use /help command - Learn how to use slash commands to view help and other commands.
3. Step 3: @mention others - Learn how to tag/mention others to get their attention.
4. Step 4: Attach files - Learn how to send files, images, documents (drag & drop or click paperclip icon).
5. Step 5: Use canned responses - Learn how to use pre-made responses (type :: to open list).
Step 1: Send Emoji
OdooBot will ask you to send an emoji to start the tour. This is how you learn to send emoticons in messages.
Key points
• Type :) to automatically convert to 🙂, or copy/paste emoji from keyboard.
• Type : to open emoji picker with many choices.
• Popular emoji examples: 😊, 👍, ❤️, 🎉.
Step 2: Use /help Command
Learn how to use slash commands to access special features.
Key points
• Type / in the message input to see command list.
• /help - View help and instructions.
• /leave - Leave current channel.
• /who - View list of members in channel.
Step 3: @mention Others
Learn how to tag/mention others to get their attention. People who are @mentioned will receive immediate notifications.
Key points
• This feature is important to ensure important people don't miss your message in busy channels.
Steps
1. Type @ in the message to open user list.
2. Select @OdooBot from the list.
3. Write a complete sentence, e.g., "Hi @OdooBot, how are you?"
4. Press Enter to send.
Step 4: Attach Files
Learn how to send files, images, and documents in messages.
Key points
• Supported file types: images (JPG, PNG, GIF), documents (PDF, DOC, XLS), compressed files (ZIP, RAR).
• Can drag and drop files directly into chat window.
• Can send multiple files at once.
Steps
1. Click the 📎 (paperclip) icon next to the message input.
2. Select a file from your computer.
3. The file will be uploaded and sent with the message.
Step 5: Canned Responses
Learn how to use pre-made responses for quick replies. OdooBot has created a sample "Thanks" response for you.
Key points
• This feature saves time for repetitive responses and ensures consistency in communication. You can create your own canned responses after completing the tour.
Steps
1. Type :: (two colons) in the message input.
2. The list of canned responses will appear.
3. Select the "Thanks" response.
4. Press Enter to send.
Using OdooBot After Tour
After completing the tour, OdooBot can still help you with basic help requests.
Key points
• Send "help" or "?" to receive links to documentation and video tutorials.
• OdooBot will provide links to documentation (https://www.odoo.com/documentation) and video tutorials (https://www.odoo.com/slides).
• Bot only responds in private conversations or when @mentioned in group channels.
Easter Eggs - Fun Responses
OdooBot has some fun responses when you send special messages.
Key points
• Send "I love you" or ❤️: Bot replies "Aaaaaw that's really cute but, you know, bots don't work that way..."
• Inappropriate words: Bot replies "That's not nice! I'm a bot but I have feelings... 💔"
• Random messages: Bot replies "Hmmm..." or "I'm afraid I don't understand. Sorry!"
Restart Tour
If you want to review the tour or help a colleague learn, you can easily restart the tour.
Key points
• Administrators can also reset the tour for users by going to Settings → Users, opening the user profile, and changing the OdooBot Status field to "Onboarding emoji".
Steps
1. Open the conversation with OdooBot.
2. Type "start the tour" and press Enter.
3. The tour will restart from Step 1 (send emoji).
Frequently Asked Questions
I don't see messages from OdooBot? You may have completed the tour before, or you are a portal user. Type "start the tour" to restart.
Can I disable OdooBot? Yes, but requires administrator rights. Not recommended as it helps new users get familiar faster.
Can OdooBot answer complex questions? No, OdooBot is only for onboarding and providing documentation links.
I sent the wrong message in the tour? No problem, OdooBot will send a suggestion message for you to try again.