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[ADD] AI: Default prompts
closes odoo/documentation#16552 Signed-off-by: Jessica Rogers (jero) <jero@odoo.com> Co-authored-by: Felicia Kuan <feku@odoo.com>
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@@ -87,6 +87,7 @@ Below are some common requests that the *Ask AI* agent can assist with:
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ai/apikeys
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ai/apikeys
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ai/agents
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ai/agents
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ai/default_prompts
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ai/document_sort
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ai/document_sort
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ai/fields
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ai/fields
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ai/webpage
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ai/webpage
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@@ -116,6 +116,8 @@ Sources can be in the following formats:
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If the :guilabel:`Restrict to Sources` option is enabled on an agent, the agent can **only**
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If the :guilabel:`Restrict to Sources` option is enabled on an agent, the agent can **only**
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utilize information from the uploaded and active sources.
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utilize information from the uploaded and active sources.
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.. _ai/create-agent:
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Create a new agent
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Create a new agent
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==================
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==================
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88
content/applications/productivity/ai/default_prompts.rst
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88
content/applications/productivity/ai/default_prompts.rst
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==================
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AI default prompts
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==================
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.. |AI| replace:: :abbr:`AI (artificial intelligence)`
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*Default prompts* define how |AI| behaves when a user opens a conversation from a specific model in
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Odoo. They allow users to:
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- Automatically call a specific |AI| agent
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- Apply contextual instructions
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- Display predefined action buttons
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- Adapt |AI| behavior depending on the model
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Default prompts are model-specific, though they can be applied to all models. This means the |AI|
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can behave differently depending on where it is launched in the system.
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When a user opens an |AI| conversation from a record, Odoo provides the full context of that record
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to the |AI| agent. This includes field values and relevant metadata.
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Each conversation is context-bound. When opened from a lead, the |AI| receives information about
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that Lead. When opened from an invoice, the |AI| receives accounting context. The conversation is
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isolated and reset once closed.
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Configuration
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=============
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Before configuring a default prompt, create or configure the |AI| :ref:`agent <ai/create-agent>` in
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the **AI** application.
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.. note::
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The **AI** application comes with pre-configured agents, and default prompts. These vary based on
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the other applications installed on the database.
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Navigate to :menuselection:`AI app --> Configuration --> Default Prompts` and click :guilabel:`New`.
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Create a :guilabel:`Rule Name`, then select an action in the :guilabel:`When users need to` field.
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Next, select a model in the :guilabel:`On the Model` field. This controls what records this rule
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applies to. For example, if the rule is specific to *Helpdesk* tickets, select *Helpdesk Tickets*
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from the drop-down menu. Multiple selections can be made in this field. To allow this rule to be
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used by any model, leave the field blank.
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In the :guilabel:`Call the Agent` field, select which agent this rule should apply to. Next, add the
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:guilabel:`Instructions` for the rule.
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.. note::
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While the agent may already have an existing prompt that defines their behavior, the instructions
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in the default prompt define the actions in the context of the current model. See
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:ref:`Understanding AI prompt structure <ai/prompt-structure>` below for additional information.
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.. image:: default_prompts/default-prompt-rule.png
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:alt: A default prompt rule record in the AI app.
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Buttons
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-------
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Within each default prompt, buttons can be configured with predefined prompts. While users have the
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option to write out a prompt, they can also click one of the buttons to begin the conversation.
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On the *Buttons* tab, click :guilabel:`Add a line`, then enter a prompt in the :guilabel:`AI Prompt`
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field.
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These prompts are then available for a user to select in a conversation.
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.. image:: default_prompts/ai-chatter.png
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:alt: AI prompts configured as buttons in a conversation with an agent.
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.. _ai/prompt-structure:
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Understanding AI prompt structure
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=================================
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|AI| conversations in Odoo are structured using multiple configuration layers.
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- Each :ref:`agent <ai/agents/prompts-in-odoo>` has a prompt that defines the global identity and
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behavior of an AI agent. It is configured directly on the |AI| agent record and applies wherever
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the agent is used. The Agent Prompt defines who the AI is.
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- A default prompt configures how an |AI| agent behaves when launched from a specific model. Default
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prompt instructions adapt the agent's behavior to the functional context of the model. The default
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prompt defines how the AI should behave in this specific context.
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- Button prompts represent predefined user requests within an |AI| chat window. They appear as
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clickable buttons when a conversation is opened. Button prompts do **not** redefine the agent's
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identity or contextual behavior. Instead, they specify what the |AI| should do at that moment.
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.. seealso::
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:doc:`agents`
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