Odoo AI 101 - follow-up emails with AI Agents

Writing emails is a basic part of everyday work, yet it takes up a lot of time.

Particularly, finding the right context for each customer and ensuring all relevant information is included often takes longer than expected. 

This is especially true when you have just taken over a process or need to respond to a customer quickly.

See how Odoo AI automatically turns your record data into context-sensitive follow-up messages with actionable points.

In Odoo 19, AI becomes your personal email assistant

Following up with a customer requires context knowledge of their project history, current status, and open topics. 

With Odoo AI, you briefly describe what you need to know from the customer and what you need to provide on your end. 

It then translates your request into the perfect email reply, ready to send with one click.

Creating follow-up messages with Odoo AI lets you:

• Save time: You can move from an idea to a finished email in seconds instead of minutes
• Create context-sensitive drafts: The AI automatically pulls relevant info like customer names, project statuses, meeting minutes, and action points directly from the record
• Maintain full control: The AI provides a suggestion, but the final check and the actual sending are always handled by the human
• Ensure consistent communication: You can tailor your AI Agents to maintain professional wording and a consistent brand voice, even when you are working under pressure.

How to generate follow-up emails with Odoo AI 

Here is how the Odoo AI Agent transforms a simple instruction into a comprehensive, ready-to-send draft.

Give the AI Agent a simple task

Open the Odoo AI chatbot by clicking the icon at the top of your screen.

Write down what you need as if you were talking to a colleague. For example:

“Send a reminder email to the customer asking them to call back.”

Odoo AI collects all the data from your records

Odoo AI analyses the context of the data record you are currently in and immediately understands the initial situation.

In this case, the AI Agent recognises that our customer prefers to be contacted by phone and is currently to 

Adjust & send the email

Odoo will generate a context-aware draft that automatically includes the customer’s name and preferences inside the chatbot window.

Click on “Send as Message”, and the normal Odoo email pop-up window will appear, with all the contact information and AI-generated email.

Once you check the draft and adjust it if needed, simply hit send.