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[ADD] AI: Ai fields
closes odoo/documentation#15143 Signed-off-by: Jessica Rogers (jero) <jero@odoo.com> Co-authored-by: Felicia Kuan <feku@odoo.com> Co-authored-by: Felicia Kuan <feku@odoo.com>
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@@ -5,3 +5,4 @@ AI
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.. toctree::
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ai/agents
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ai/fields
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@@ -18,6 +18,8 @@ Agents are formed of two main components, *Topics* and *Sources*.
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While many AI features can be used in Odoo without the **AI** application, creating and
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customizing agents requires that the **AI** application is installed.
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.. _ai/agents/prompts-in-odoo:
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AI prompts in Odoo
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==================
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102
content/applications/productivity/ai/fields.rst
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102
content/applications/productivity/ai/fields.rst
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@@ -0,0 +1,102 @@
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=========
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AI fields
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=========
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.. |AI| replace:: :abbr:`AI (Artificial Intelligence)`
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|AI| fields allow users to utilize Odoo's built-in AI capabilities directly in forms and records.
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When an |AI| field is configured, the system can generate or suggest values automatically based on
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the record's context, existing data, or external information.
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This feature is especially useful for creating product descriptions, summarizing notes, or
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generating structured content from unstructured data.
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.. _ai/add-a-new-field:
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Adding a new AI field
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=====================
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|AI| fields can be added to a record through the Studio app or property field.
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.. warning::
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:ref:`Installing Studio <general/install>` may impact the current pricing plan for a database.
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For more information, refer to `Odoo's pricing page <https://www.odoo.com/pricing-plan>`_ or
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contact your account manager.
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First, navigate to the page in the database where a new field is needed. Then, click on the
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:icon:`oi-studio` :guilabel:`studio` icon to open the app. On the left sidebar, click and drag the
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:guilabel:`AI Field` option and place it in the desired location on the record.
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.. image:: fields/new-ai-field.png
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:alt: Adding a new field to a record.
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After the field is placed, an :guilabel:`Add an AI Field` pop-up opens. Use the :guilabel:`Field
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Type` drop-down menu to select a :doc:`field type <../../studio/fields>`:
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- Text
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- Multiline Text
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- HTML
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- Integer
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- Decimal
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- Monetary
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- Date
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- Datetime
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- Checkbox
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- Many2one
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- Tags
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Next is the :guilabel:`Prompt` field. In Odoo, :ref:`prompts <ai/agents/prompts-in-odoo>` define the
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instructions that guide the |AI| when generating or improving the content of the |AI| field. The
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prompt tells the system what kind of information to produce, how to format it, and what tone or
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style to use.
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When creating a prompt, use the `/field` command to reference specific fields in the database. For
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example, to reference the :guilabel:`Company` field on a record, enter `/field`, and click the
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:guilabel:`Field Selector` option. Type `Company` in the search bar, and select :guilabel:`Company`
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from the list.
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.. image:: fields/prompt.png
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:alt: The add a field pop-up where the ai prompt is entered.
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Once the prompt is complete, click :guilabel:`Add Field`. Before closing **Studio**, click on the
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left sidebar and update the :guilabel:`Label` field with a title for the new |AI| field. Then click
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:guilabel:`Close` to exit **Studio**.
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After the field is added, click the |AI| icon to refresh the field value.
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.. tip::
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If the |AI| is unable to complete the request, a warning message is generated. This could mean
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that the prompt is asking for information that is not available, in the given context, or that
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the prompt is providing unclear instructions. Use this as an indication to revisit the prompt and
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add additional context or instructions.
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.. image:: fields/warning.png
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:alt: A warning message indicating the AI was unable to complete the request.
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Add via edit properties
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-----------------------
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|AI| fields can also be added as property fields without opening the **Studio** app. Click on the
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:icon:`fa-cog` :guilabel:`Actions` icon and select :icon:`fa-cogs` :guilabel:`Edit Properties`. Tick
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the :guilabel:`AI` checkbox, confirm the field should be |AI|-enabled, then follow the steps
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:ref:`above <ai/add-a-new-field>` to define the field type and enter the prompt.
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.. image:: fields/edit-properties.png
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:alt: The edit properties pop-up on a form view.
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.. note::
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:ref:`Property fields <property_field/add>` can only be added to form views.
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Computing AI fields
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===================
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To compute, or refresh, an |AI| field, click on the |AI| icon next to the field. Clicking the button
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updates the field based on the prompt.
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Additionally, a scheduled action runs once a day to compute all |AI| fields. This action is active
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by default.
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.. tip::
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To run the scheduled action manually, navigate to :menuselection:`Settings app --> Technical -->
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Automation --> Scheduled Actions`. Click on :guilabel:`AI Fields\:\ Compute AI fields` to open
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it, then click :guilabel:`Run Manually`.
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