Quick start guide

Who this guide is for

Understand if this guide is right for you

This guide helps Odoo administrators and business users who want to chat with their ERP data using natural language. You should have admin access to your Odoo instance and basic familiarity with API keys.

What you need before starting

Prerequisites for getting started

Before you begin, gather these items:

• A test or demo Odoo instance (Community or Enterprise, v16-19) - NOT production
• Odoo admin credentials or API key
• An Anthropic API key for Claude Sonnet 4.5
• Beta access to ood.ooo (currently free during beta period)

Step 1: Create your account

Sign up for free beta access

1. Navigate to ood.ooo
2. Click "Sign up" in the top navigation
3. Enter your email address and create a password (minimum 8 characters)
4. Optionally add your company name
5. Check your email and click the verification link

Step 2: Configure Claude API

Add your Anthropic API key

ood.ooo is powered by Anthropic's Claude Sonnet 4.5, which offers the best performance for complex Odoo queries and natural language understanding.

Get your Claude API key

1. Navigate to Configuration in the sidebar
2. Select the AI Settings tab
3. Choose "Claude (Anthropic)" as your provider
4. Enter your API key (format: sk-ant-api03-xxxxx...)
5. Select "Claude Sonnet 4.5" as your model
6. Click "Save & test connection"

Step 3: Connect your Odoo instance

Enter URL, database, and credentials

1. Navigate to the Odoo Configuration tab
2. Enter your connection details:
   • Odoo URL: Your full Odoo URL including https:// (example: https://yourcompany.odoo.com)
   • Database name: Your database identifier (do not include the domain)
   • Username: Your Odoo login email
   • API key or password: See instructions below

Odoo 19: Use an API key

1. Log into your Odoo instance
2. Navigate to Settings → Users & Companies
3. Click your username
4. Select the API Keys tab
5. Click "New API key"
6. Name it "ood.ooo Access"
7. Copy the generated key immediately (you won't see it again)
8. Paste the key into ood.ooo configuration

For Odoo 16-18: Use API key or password

Odoo 16-18 supports both API keys and passwords. Follow the same API key generation steps as Odoo 19, or use your regular password.

Test your connection

1. Click "Test connection"
2. Wait for validation
3. You should see "Connected to Odoo successfully"
4. Click "Save configuration"

Step 4: Run discovery (recommended)

Build AI knowledge base in 2-5 minutes

Discovery analyzes your Odoo instance and builds a knowledge base that makes AI responses more intelligent and context-aware. The core analysis completes in 90 seconds, with full discovery taking 2-5 minutes depending on your database size.

What discovery does

Discovery examines your Odoo installation to understand:

• Which modules you have installed (Sales, CRM, Inventory, etc.)
• Your product catalog structure and categories
• Published knowledge base articles
• Public website content
• Aggregate business patterns (no personal customer data)

This one-time analysis takes 45-90 seconds to complete.

Run discovery now

1. After saving your Odoo configuration, find the Discovery section
2. Click "Run deep discovery"
3. Watch the progress screen as it completes 9 phases
4. Wait for completion (typical time: 45-90 seconds)

When complete, you'll see a summary showing how many items were discovered.

Step 5: Start chatting with your data

Ask questions and get instant answers from your Odoo instance

1. Click "Chat" in the sidebar
2. Type your question in natural language
3. Press Enter or click Send

Example questions to try first

Understanding AI responses

Each response includes three sections:

1. Thinking process (collapsible): Shows the AI's reasoning and decision-making
2. Tool calls: When the AI queries your Odoo database directly, you'll see which models and methods it used
3. Final answer: The response to your question in natural language

Pro tips for better results

Optimize your experience with proven practices

Explore advanced features

Take your Odoo AI experience to the next level

Now that you're set up, explore these powerful features to get the most out of ood.ooo:

Next steps

Continue learning with guides and resources

Learn how to write better prompts and queries: