Agentova + Odoo: your AI agents work inside your ERP
Connect your Odoo instance and Lily, Agentova's phone agent, records every caller, every opportunity and every callback in it. In the conversation, your agents can also search, create or edit records of any Odoo model.
Connect Odoo for freeWhat your agents do with Odoo
The caller recorded as an Odoo contact
During the call, Lily creates the caller's contact in Odoo, or updates their record if it already exists. Dictated notes go into the record's comment field.
With LilyAn opportunity in the Odoo CRM
When a concrete deal is discussed, Lily creates an opportunity in Odoo's CRM module, linked to the contact. Your sales reps find it in their pipeline.
With LilyThe callback scheduled and the call logged
An agreed callback becomes a scheduled activity on the contact. After the call, the conversation summary is posted in the record's history.
With LilyQuery and edit Odoo from the chat
Ask an agent to find records, such as contacts or leads, then update them. The Odoo actions work on every model in your instance.
Actions available in Odoo
- Records
- Create a record · Read records · Search and read records · Update a record · Delete a record
- Instance structure
- List models · List a model's fields
Connect Odoo to Agentova
- Create your Agentova workspace, then open the AI Brain, Integrations tab.
- Search for Odoo and click “Connect”.
- Authorize access on the Odoo sign-in page. The connection goes through Pipedream, our integrations partner.
Frequently asked questions
Do I need a specific Odoo plan?
Yes. Odoo reserves access to its external API for the Custom plan; the One App Free and Standard plans don't include it. Without that access, the agent can neither read nor write in Odoo.
What does Lily write in Odoo during a call?
A contact, a CRM opportunity, a callback activity and, after the call, a summary message in the contact's history. This requires enabling the CRM logging action on the phone agent.
What happens if the Odoo credentials are rejected?
If Odoo rejects the account during one of Lily's calls, for example because the database can't be found or the credentials are wrong, the workspace admins are notified (at most once a week) and asked to reconnect Odoo from the AI Brain.
Does the agent act on its own?
Lily writes on her own during and after calls, depending on the agent's configuration. The other Odoo actions are carried out when you ask, in the conversation.
Can I connect several Odoo accounts?
Yes. An Agentova workspace can link several Odoo accounts, depending on your plan; one of them is set as the default account. You pick the account when configuring one of Lily's actions; in the conversation, the agent uses the default account.
How do I disconnect Odoo from Agentova?
In the AI Brain, Integrations tab, remove the Odoo account. The agents then lose access to its data and actions.
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