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[ADD] AI: Email templates
closes odoo/documentation#16173 Signed-off-by: Felicia Kuan (feku) <feku@odoo.com>
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@@ -91,4 +91,5 @@ Below are some common requests that the *Ask AI* agent can assist with:
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ai/webpage
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ai/live-chat
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ai/server-actions
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ai/email-templates
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ai/voice
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63
content/applications/productivity/ai/email-templates.rst
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63
content/applications/productivity/ai/email-templates.rst
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@@ -0,0 +1,63 @@
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=====================
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AI in email templates
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=====================
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.. |AI| replace:: :abbr:`AI (artificial intelligence)`
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Odoo allows |AI| prompts to be embedded directly into email templates.
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When an email is sent, the prompt is evaluated in context, and the generated content is inserted
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into the message automatically. This feature makes it possible to create dynamic, personalized
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emails at scale, while keeping templates concise and reusable.
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An AI-enabled email template contains one or more AI prompts that are evaluated at send time. Unlike
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static templates, AI prompts:
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- Adapt the message content to the current record
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- Use available context such as customer data, document content, or related records
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- Generate natural language text automatically
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How AI prompts are evaluated in email templates
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===============================================
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When the database creates an email based on a template with an AI prompt, the prompt uses the
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current record as context to complete the prompt's objective. If the email is sent in bulk, the
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prompt is evaluated separately for each record. This allows a single template to produce
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personalized content for multiple recipients.
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Adding an AI prompt to an email template
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========================================
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First, navigate to :menuselection:`Settings --> Technical --> Email Templates`.
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.. note::
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:ref:`Developer mode <developer-mode/activation>` needs to be activated to view the *Technical*
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menu.
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Select an existing template, or click :guilabel:`New` to create a new one. In the body of the
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template, type `/`, to open the :ref:`powerbox <essentials/html_editor/commands>`. Select
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:guilabel:`Prompt` from the drop-down menu. This adds a banner to the template. In the banner,
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enter a prompt describing the expected output.
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To utilize :ref:`dynamic placeholders <email_template/dynamic-placeholders>` within the prompt, type
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`/`, then select :guilabel:`Dynamic Placeholder` from the drop-down menu.
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.. image:: email-templates/template-prompt.png
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:alt: An email template with an AI prompt.
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.. note::
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Dynamic placeholders reference specific fields within the database to produce unique data in the
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template. Adding these placeholders is what allows the database to customize the email based on
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the record referenced.
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Example use cases
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=================
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- Sales follow-ups: Automatically generate tailored follow-up emails based on opportunity stage,
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customer activity, or recent communication.
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- HR communication: Generate personalized onboarding or interview emails based on application or
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employee data.
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- Project updates: Create progress summaries using task descriptions and recent activity.
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.. seealso::
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:doc:`../../general/companies/email_template`
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