AI default prompts¶
Default prompts define how AI behaves when a user opens a conversation from a specific model in Odoo. They allow users to:
Automatically call a specific AI agent
Apply contextual instructions
Display predefined action buttons
Adapt AI behavior depending on the model
Default prompts are model-specific, though they can be applied to all models. This means the AI can behave differently depending on where it is launched in the system.
When a user opens an AI conversation from a record, Odoo provides the full context of that record to the AI agent. This includes field values and relevant metadata.
Each conversation is context-bound. When opened from a lead, the AI receives information about that Lead. When opened from an invoice, the AI receives accounting context. The conversation is isolated and reset once closed.
Configuration¶
Before configuring a default prompt, create or configure the AI agent in the AI application.
Note
The AI application comes with pre-configured agents, and default prompts. These vary based on the other applications installed on the database.
Navigate to and click New. Create a Rule Name, then select an action in the When users need to field.
Next, select a model in the On the Model field. This controls what records this rule applies to. For example, if the rule is specific to Helpdesk tickets, select Helpdesk Tickets from the drop-down menu. Multiple selections can be made in this field. To allow this rule to be used by any model, leave the field blank.
In the Call the Agent field, select which agent this rule should apply to. Next, add the Instructions for the rule.
Note
While the agent may already have an existing prompt that defines their behavior, the instructions in the default prompt define the actions in the context of the current model. See Understanding AI prompt structure below for additional information.
Buttons¶
Within each default prompt, buttons can be configured with predefined prompt instructions. When a user clicks a button, Odoo combines the default prompt Context with the selected button prompt and sends both to the AI model. This structure allows organizations to create reusable AI actions for common workflows, such as rewriting content, summarizing information, applying tone guidelines, or generating standardized responses.
On the Buttons tab, click Add a line to open the Create Available User Prompts pop-up. In the Title field, enter a name for this prompt. Whatever is entered in this field is visible on the button for the prompt.
In the Prompt field, enter a prompt to be sent to the AI when the button is clicked. Click Save & Close or Save & New when finished.
Understanding AI prompt structure¶
AI conversations in Odoo are structured using multiple configuration layers.
Each agent has a prompt that defines the global identity and behavior of an AI agent. It is configured directly on the agent’s record and applies wherever the agent is used. The Agent Prompt defines who the AI is.
A default prompt configures how an AI agent behaves when launched from a specific model. Default prompt instructions adapt the agent’s behavior to the functional context of the model. The default prompt defines how the AI should behave in this specific context.
Button prompts represent predefined user requests within an AI chat window. When a button is clicked, Odoo combines the AI agent’s global instructions, the default prompt Context, and the selected button prompt. The Context provides the overall behavioral framework and functional background for the interaction, while the button prompt specifies the exact task the AI should perform at that moment.
See also