n8n ERP AI Chatbot for Odoo Sales Module with OpenAI

This n8n workflow demonstrates how to integrate an AI chatbot with an Odoo ERP system, specifically targeting the sales module. It leverages OpenAI's language models to process chat messages, interact with Odoo, and provide intelligent responses.

What it does

This workflow sets up a conversational AI agent that can interact with an Odoo instance. While the specific Odoo operations are not fully defined in the provided JSON, the structure indicates a robust AI-driven interaction.

1. Listens for Chat Messages: The workflow is triggered by incoming chat messages, acting as the entry point for user interaction.
2. Initial Logic Branching: An "If" node allows for conditional processing of messages, enabling different AI responses or Odoo actions based on message content or other criteria.
3. AI Agent Processing: An "AI Agent" node (LangChain Agent) is central to the workflow, designed to understand natural language queries and determine appropriate actions.
4. Language Model Integration: It utilizes an "OpenAI Chat Model" (and an "OpenAI Model" for text completion) to power the AI Agent's understanding and response generation.
5. Conversational Memory: A "Simple Memory" node helps the AI Agent maintain context throughout a conversation, providing a more natural and coherent chat experience.
6. Tool Integration: A "Calculator" tool is available to the AI Agent, allowing it to perform calculations if required by the user's query.
7. Odoo Interaction: An "Odoo" node is included, indicating the workflow's capability to perform operations within an Odoo ERP system. This would typically involve actions like retrieving sales orders, creating leads, updating customer information, etc. (Specific Odoo operations are not detailed in the JSON but are implied by the node's presence).
8. File Handling (Potential): The presence of "Read/Write Files from Disk", "Convert to File", and "Extract from File" nodes suggests potential capabilities for handling data in various file formats, possibly for importing/exporting data or processing documents related to Odoo.
9. Data Aggregation (Potential): An "Aggregate" node is present, which could be used to combine or transform data before or after interacting with Odoo or the AI models.
10. Scheduled Operations (Potential): A "Schedule Trigger" node is included, which could be used to initiate Odoo-related tasks or AI analysis at predefined intervals, independent of chat messages.
11. Documentation/Notes: "Sticky Note" nodes are used for internal documentation or comments within the workflow.

Prerequisites/Requirements

To use this workflow, you will need:

• n8n Instance: A running n8n instance.
• OpenAI API Key: For the "OpenAI Chat Model" and "OpenAI Model" nodes to function.
• Odoo Instance: Access to an Odoo ERP system with appropriate API credentials.
• LangChain Nodes: Ensure the @n8n/n8n-nodes-langchain package is installed in your n8n instance.

Setup/Usage

1. Import the Workflow: Download the JSON file and import it into your n8n instance.
2. Configure Credentials:
   • Set up your OpenAI API Key credential for the "OpenAI Chat Model" and "OpenAI Model" nodes.
   • Configure your Odoo credential with the necessary URL, database, username, and API key/password to connect to your Odoo instance.
3. Customize Nodes:
   • Chat Trigger: Configure the "When chat message received" node to connect to your desired chat platform (e.g., Telegram, Slack, etc.) and specify how it should listen for messages.
   • If Node: Adjust the conditions in the "If" node based on the logic you want to implement (e.g., routing messages based on keywords, sentiment, or user roles).
   • AI Agent: Customize the "AI Agent" node's prompt, tools, and memory settings to align with the specific sales-related tasks you want it to perform in Odoo.
   • Odoo Node: Configure the "Odoo" node with the specific resource (e.g., sale.order, crm.lead, res.partner) and operation (e.g., Find Many, Create, Update) you want to execute based on the AI agent's output. You will need to map the data from the AI agent's response to the Odoo node's input fields.
   • File Nodes: If using, configure the "Read/Write Files from Disk", "Convert to File", and "Extract from File" nodes for your specific file handling needs.
   • Schedule Trigger: If using, configure the "Schedule Trigger" node to define the desired interval for automated tasks.
4. Activate the Workflow: Once configured, activate the workflow to start processing chat messages and interacting with Odoo.