Setup & Configuration
User Login
Please use the provided URL and log in using the given username and password.
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Step 1: Install the Odoo Copilot Module
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Begin by installing the Odoo Copilot module through the Apps menu.
Step 2: Open the Module
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Once installed, locate the module on your dashboard and click on it to start using its features.
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When the pop-up menu appears, click on Settings to proceed.
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Locate and click the Get Client Key and Credentials button to proceed.
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Complete the Sign-Up Process
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Fill in the Sign-Up Information:
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Provide the required details in the sign-up form.
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Select Odoo Version and Edition:
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Use the dropdown menu to choose the appropriate Odoo version and edition.
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Click on the "Sign Up" Button:
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Once all fields are completed, click Sign Up to proceed.
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Access the AI Dashboard
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Click on the User Account drop-down menu located in the top-right corner.
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From the options, select AI Dashboard.
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Generate Client Credentials
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Enter a Credentials Name:
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Input a random name in the Credentials Name field.
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Select Duration:
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Choose a duration from the Month dropdown field.
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Generate Client Secret:
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Click on the Generate Client Secret button to obtain the client credentials.
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The Client Secret will now be visible on the screen.
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Configure the Client Key and Secret
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Navigate to Settings:
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Go to the Configuration menu and select Settings.
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Enter Client Key and Secret:
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Input the Client Key and Client Secret into the respective fields.
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Test the Connection:
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Click the Connection Test button to verify the credentials.
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Core Functionality
How to Use Odoo Copilot
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Select a Predefined Question:
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Click on any of the predefined questions to get the result.
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Explore More Questions:
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If needed, click the More Questions button to view additional options.
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Ask questions on Chat:
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Type your questions directly in the chat to get answers from Odoo Copilot.
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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.
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The chat sessions offer the following button options:
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Share: Users can share a chat session with another user.
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Rename: Users can edit or update the name of their chat session.
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Archive: Users can archive chat history for future reference.
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Delete: Users can delete their chat history permanently.
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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).
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In the Edit Information section, users can update their profile details.
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Connection & Security section, users can:
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Change Password
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Enable Two-Factor Authentication
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Revoke All Sessions
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Delete Their Account
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AI Dashboard
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In the AI Dashboard section, users can update the Odoo Version and Edition by clicking the Change button.
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Users can also edit or delete their profile image.
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Credentials Section
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In the Credentials section, users can update the month duration by selecting a new value from the month dropdown if the validation time expires.
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Credit History Section
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In the Credit History section, users can view the following details:
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Available Credit
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Purchase Date of the credit balance
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Credit Spent
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Status
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Purchasing Credit Balance
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Users can purchase credit balance by clicking the Add Credit button.
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A new window will appear, allowing users to select their preferred package by clicking the Purchase button.
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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:
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Insufficient credit balance
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Database issues
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Server problems
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Other technical difficulties
Steps to Troubleshoot:
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Verify the Response:
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Check and confirm the accuracy of the response from Copilot.
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Review Credit Balance and Settings:
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Ensure your credit balance is sufficient.
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Verify the configuration in the settings.
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Contact Support:
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If the issue remains unresolved, reach out to the Bista Copilot Support Team for troubleshooting assistance.
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The support team ensures continuous updates to align Bista Copilot with your evolving business needs.
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