Setup & Configuration

User Login

Please use the provided URL and log in using the given username and password.

Step 1: Install the Odoo Copilot Module

• Begin by installing the Odoo Copilot module through the Apps menu.

Step 2: Open the Module

• Once installed, locate the module on your dashboard and click on it to start using its features.

When the pop-up menu appears, click on Settings to proceed.

Locate and click the Get Client Key and Credentials button to proceed.

Complete the Sign-Up Process

1. Fill in the Sign-Up Information:

   • Provide the required details in the sign-up form.

2. Select Odoo Version and Edition:

   • Use the dropdown menu to choose the appropriate Odoo version and edition.

3. Click on the "Sign Up" Button:

   • Once all fields are completed, click Sign Up to proceed.

Access the AI Dashboard

• Click on the User Account drop-down menu located in the top-right corner.

• From the options, select AI Dashboard.

Generate Client Credentials

1. Enter a Credentials Name:

   • Input a random name in the Credentials Name field.

2. Select Duration:

   • Choose a duration from the Month dropdown field.

3. Generate Client Secret:

   • Click on the Generate Client Secret button to obtain the client credentials.

The Client Secret will now be visible on the screen.

Configure the Client Key and Secret

1. Navigate to Settings:

   • Go to the Configuration menu and select Settings.

2. Enter Client Key and Secret:

   • Input the Client Key and Client Secret into the respective fields.

3. Test the Connection:

   • Click the Connection Test button to verify the credentials.

Navigation & Interface

Main Interface of Odoo Copilot

1. Green Area: Displays predefined questions for quick access.

2. Red Area: Provides an option to view more questions.

3. Blue Area: Allows you to type custom questions.

4. Yellow Area: Shows the history of existing chat sessions.

5. Orange Area: Offers to open a new chat session.

Additional Features

• Two additional buttons, Copilot and Configuration, are highlighted with green colors.

• The Configuration button includes an option for Settings.

• The chat sessions offer the following options: Share, Rename, Archive, and Delete.

Chatting Interface of Odoo Copilot

• Orange Section: Displays the question asked to Copilot.

• Green Area: Shows the data provided by Copilot in response to the query.

• Red Area: Allows you to switch between different chart views.

Interface Features (as shown in the image below):

• Green-Marked Button: Provides the option to download the data as an Excel file.

• Orange-Marked Button: Allows you to open or minimize the graph.

• Red-Marked Area: Shows the option to change the graph view.

• Lime-Marked Area: Displays the details of the asked question.

Graph View

• The graph section offers three options: Zoom In/Out, Download, and Close.

• After zooming in, additional tools are available to enhance visualization marked with green color.

Core Functionality

How to Use Odoo Copilot

1. Select a Predefined Question:

   • Click on any of the predefined questions to get the result.

2. Explore More Questions:

   • If needed, click the More Questions button to view additional options.

3. Ask questions on Chat:

   • Type your questions directly in the chat to get answers from Odoo Copilot.

Chatting with Copilot

In the orange box, I asked Copilot for "State-wise sales per product."

In the green-marked area, Copilot displayed the requested data.

In the red-marked area, you can switch the chart view from a bar chart to a pie chart.

Lastly, you can type your custom questions, and Copilot will generate the results for you.

The chat sessions offer the following button options:

• Share: Users can share a chat session with another user.

• Rename: Users can edit or update the name of their chat session.

• Archive: Users can archive chat history for future reference.

• Delete: Users can delete their chat history permanently.

Account Management

After signing in with a valid user ID and password, users can manage their account by clicking the My Account button in the top-right corner (highlighted in green).

In the Edit Information section, users can update their profile details.

Connection & Security section, users can:

• Change Password

• Enable Two-Factor Authentication

• Revoke All Sessions

• Delete Their Account

AI Dashboard

• In the AI Dashboard section, users can update the Odoo Version and Edition by clicking the Change button.

• Users can also edit or delete their profile image.

Credentials Section

• In the Credentials section, users can update the month duration by selecting a new value from the month dropdown if the validation time expires.

Credit History Section

• In the Credit History section, users can view the following details:

  • Available Credit

  • Purchase Date of the credit balance

  • Credit Spent

  • Status

Purchasing Credit Balance

• Users can purchase credit balance by clicking the Add Credit button.

• A new window will appear, allowing users to select their preferred package by clicking the Purchase button.

Troubleshooting & Support

Troubleshooting & Support

Copilot may sometimes provide responses that are not relevant to the asked question. This may occur due to various reasons, such as:

• Insufficient credit balance

• Database issues

• Server problems

• Other technical difficulties

Steps to Troubleshoot:

1. Verify the Response:

   • Check and confirm the accuracy of the response from Copilot.

2. Review Credit Balance and Settings:

   • Ensure your credit balance is sufficient.

   • Verify the configuration in the settings.

3. Contact Support:

   • If the issue remains unresolved, reach out to the Bista Copilot Support Team for troubleshooting assistance.

   • The support team ensures continuous updates to align Bista Copilot with your evolving business needs.