Odoo AI 101 - data classification with Odoo AI Studio fields

Categorising data records in Odoo used to require lots of manual entry or rigid "if-then" coding.

But manual work is error-prone, custom code requires technical expertise, and both are difficult to maintain as your system grows.

With Odoo AI fields in Studio, you can define complex business logic in natural language. 

See how to automate your data classification with AI and without writing a single line of code.

Odoo AI becomes your no-code developer

AI in Odoo Studio lets you build intelligent fields in your system that interpret rules flexibly. 

Unlike a rigid formula, an AI field can handle unstructured data and adapt to new rules in seconds.

It lets you:

• Implement no-code solutions: You can build complex logic that previously required a developer
• Adjust your requirements on demand: If your business area expands, you simply update your prompt instead of rewriting code
• Keep data clean: You can maintain consistent classification across thousands of records automatically
• Understand ambiguous data: The AI can interpret ambiguous data that standard filters typically can’t process.

How to create intelligent AI fields in Odoo Studio

Odoo AI fields in Studio are great for creating and automating complex filters that require granular data across all records.

For example, see how to set up an AI field that automatically determines whether a customer is within your specific business area.

Create the field in Odoo Studio

Navigate to the data record you want to modify in Odoo. In this case, go to CRM → Pipeline → select a customer’s opportunity.

You need to activate Debug mode and open Studio from the specific view you want to edit. To open Studio, click the tool icon at the top of your screen.

Once Studio is open, drag a new AI Field into your view. 

In our example, we created a selection field called "Business Area?" that will tell us whether the contact is:

• In our business area (Greater London) 
• Out of our business area but still in the UK
• Out of the UK

Tell AI your logic in plain language

Instead of writing a script, you simply describe your rules in the prompt box. We told the AI:

“Select whether the customer is in the business area. Check the address in the contact information and any data fields across the whole system.

Set the value to "London" if the City is London.

Set the value to "London area if the State

If the Country is in the United Kingdom, but the City or State is not London, set it to "Not in business area - UK.”

For all other instances, always set it to

"Not in the business area"

Trigger the automation

The AI can now fill this field in two ways:

1. Manually: Click the AI icon next to the field to trigger an instant evaluation of the record
2. Automatically: Set the logic as an Automated Action. The AI will classify the record the moment it is created, imported, or updated.

Bonus: You can also configure your AI logic to trigger based on specific events. For example, Odoo AI can re-classify a lead the moment their status changes from "Qualified" to "Won," so your reporting is always accurate.

Odoo AI Studio fields vs standard customisation