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[ADD] AI: Write or improve text with AI
closes odoo/documentation#16288 Signed-off-by: Felicia Kuan (feku) <feku@odoo.com>
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@@ -93,3 +93,4 @@ Below are some common requests that the *Ask AI* agent can assist with:
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ai/server-actions
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ai/email-templates
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ai/voice
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ai/improve_text
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74
content/applications/productivity/ai/improve_text.rst
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74
content/applications/productivity/ai/improve_text.rst
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@@ -0,0 +1,74 @@
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==============================
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Write and improve text with AI
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==============================
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.. |AI| replace:: :abbr:`AI (artificial intelligence)`
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Odoo |AI| can assist with writing and refining text across the database. This makes it easier to
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draft emails, improve existing content, and quickly extract key information from discussions or
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notes.
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|AI| writing features are available in most rich-text environments in Odoo, including:
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- *Description* and *Notes* fields on records
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- Email composers and email templates
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- **Knowledge** articles
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These features are accessible through the text editor and the :ref:`powerbox
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<essentials/html_editor/commands>`, depending on the context.
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.. image:: improve_text/knowledge-article.png
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:alt: A knowledge article with the AI improve text option visible.
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Writing with AI
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===============
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|AI| can generate new text based on a short prompt or partial input. This is useful for drafting
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content such as emails, task descriptions, or internal notes.
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To generate text, either click the |AI| icon, or type `/` to open the powerbox, and select
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:guilabel:`AI` from the drop-down menu. Both options open a conversation window. Enter a short
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prompt describing the desired content, then click the :icon:`fa-paper-plane-o` :guilabel:`(paper
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plane)` icon. After the text is generated, hover over the response and click :guilabel:`Use this` to
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add the content to the desired field or document. Alternatively, click the :icon:`fa-copy`
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:guilabel:`(copy)` icon to copy the text to the clipboard.
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.. image:: improve_text/conversation-window.png
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:alt: A conversation window with an AI agent generating content.
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If unsatisfied with the content, send a follow-up message to the agent with an expanded prompt or
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suggested changes.
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Improving existing text
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=======================
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|AI| can also be used to rewrite or improve existing text. This includes:
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- Making text clearer or more concise
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- Adjusting tone or structure
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- Correcting grammar or phrasing
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Select the text to improve, then click the |AI| icon to open a conversation window. Click the
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:guilabel:`Rewrite selected` prompt. After the text is generated, hover over the response and click
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:guilabel:`Use this` to add the content to the desired field or document. Alternatively, click the
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:icon:`fa-copy` :guilabel:`(copy)` icon to copy the text to the clipboard.
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.. image:: improve_text/rewrite-prompt.png
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:alt: The rewrite selected text in a conversation window.
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.. tip::
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To add custom instructions to the prompt, such as suggestions on tone or content, write the
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prompt directly in the conversation window. For example, `Rewrite the selected text in a more
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professional tone`.
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Best practices for AI-assisted writing
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======================================
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For best results when using |AI| to write or improve text:
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- Provide clear and specific context in prompts
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- Review AI-generated content before saving or sending
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- Adjust wording to match the company's tone and communication standards
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|AI|-assisted writing is designed to support productivity, while final review and validation remain
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essential.
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