Scattered documents
The team searches across files, folders and email for the same answer. Time spent searching easily goes unnoticed.
Private AI assistant, with or without Odoo
No more asking around for an internal answer.
If an internal question means searching through files and emails, or asking round your colleagues, we can help make the selected knowledge searchable. The aim is for colleagues to get not just an answer, but a source they can check.
Briefly describe which internal question you would like to find answers to more easily. We will then agree on a time to talk.Illustrative demo, not real customer data.
The experience behind the work
Already live at a Hungarian SME.
25+
years in software development
7
years of Odoo experience, since Odoo 13
50+
modules
Official Odoo Learning Partner
MKIK-accredited ICT supplier
Sound familiar?
The knowledge exists; it is just hard to find when you need it.
Someone usually knows the answer. The difficulty is finding it across several places, and knowing which version is current.
Repeated questions
The experienced colleague explains again where to find a process or piece of customer information.
Uncertain answers
A confident-sounding AI response is not enough: you need to know its source and what should be checked.
Not every question needs AI. Discovery starts by finding where it would actually help.
Where it can help
Six situations worth starting with a good question.
From these tasks, we choose which one is worth trying first.
Internal knowledge
Colleagues can search the selected material with their own questions. In the trial, we check whether the source given for an answer really supports it.
The team checks whether documents are current.
Customer support
A team member can find the right product or service information more quickly.
A person approves any customer-facing reply.
Policies
The relevant passage of a selected policy can be surfaced with its source.
Interpretation is not an automated legal decision.
New-starter onboarding
New colleagues can find approved information in the same place as the rest of the team.
A responsible colleague still leads training.
Sales support
When preparing a proposal, it can search the chosen product and service materials.
Prices, terms and sending all need review.
Searching your Odoo data
With Odoo integration, colleagues can ask about selected system data they are allowed to access.
Before use, we check that the data is correct and who can access what.
Two ways to use it01 / ODOO 02 / STANDALONE
The solution fits your workflow.
Both versions follow the same three rules: it works from your own knowledge, cites its sources, and only people with permission can see the data. We choose the right route during discovery.
Inside Odoo
When your team already works in Odoo, approved documents and permitted system data can be accessed within the same working environment.
- Starting point
- Existing Odoo workflows
- Data sources
- Approved documents and separately agreed system data
- Access
- Can align with Odoo roles
- First step
- Workflow and integration review
↳Typical question: what does our current procedure say about this case?
On a standalone internal site
Without Odoo, a separate knowledge-search interface can be configured for the chosen documents and users.
- Starting point
- Works without Odoo
- Data sources
- Approved internal documents
- Access
- Separate user permissions
- First step
- Document and access review
↳Typical question: where is the latest approved policy?
We design access around the selected colleagues and data sources. Where data is stored and processed by AI, and any external providers involved, are agreed before any documents are brought in.
Book a 30-minute consultationVerifiability
We'll show you how to check the answers.
Every assistant answers nicely in a demo. We look at how it works with your own documents and whether your colleagues can rely on it.
We agree on the checks before the trial; results depend on your data and workflows.01Traceable source
02Role-based testing
03Missing-source signal
04Colleague acceptance
People stay in control
It searches and prepares. You make the decision.
A good assistant is not just about the answer. You also need to know its source, who was allowed to see the data and which step needs approval.
AI can be wrong or work from incomplete material; access rules must be tested. That is why we start with a narrow task.
WHAT IT CAN HELP WITH
- Search approved documents
- Summarize with a link to the source
- Prepare a draft response
- In the trial, we specifically check how it signals when there are not enough sources for an answer.
WHAT A PERSON REVIEWS
- Final response to a customer
- Price or contract terms
- Financial or access changes
- Deciding on the trial results and any expansion
Where we start in the first consultation
First, we work out whether AI is worth using at all.
In the first consultation, we review the task and what information is needed to move forward. The content, terms and fees of a detailed assessment and a limited trial (pilot) are agreed separately.
Task
Which questions repeat, and who needs the answer?
Data sources
Which documents, system data and versions could be included?
Who can access what?
Who can see what, and where is human review essential?
Proposal for the first trial
Which questions should be tested and against what acceptance criteria?
How we work01 02 03 04
Test a small case first. Then decide what to expand.
Discovery
Bring a few typical questions; together we look at the documents, roles and actual task. This is separately commissioned work that follows the free consultation.
Preparing the trial
We choose a manageable document set and a few questions that are worth testing.
Test and review
The team tries real questions. We also check the source, missing answers and permissions.
Decide together
We use feedback to choose whether to refine, expand or take another route.
Frequently asked questions
Settle the important questions before you start.
Book a 30-minute consultationDo we need Odoo?+
Not necessarily. There may be an integrated route if you use Odoo, or a separate internal interface if you do not. The right choice depends on your systems and data sources.
What if the answer is not in the documents?+
The aim is for the assistant to signal when it has not found enough supporting sources. We test this specifically in the trial; I do not promise unconditional accuracy.
Who can access our internal data?+
During discovery, we define user groups and access rules. Permissions need to be tested before rollout, especially for sensitive or Odoo data.
Where are our documents stored?+
Storage and processing depend on the technical approach selected. Before uploading documents, we agree on hosting, processing, access and retention.
Will it replace customer support or decision-makers?+
That is not the goal. The assistant can find information and prepare a draft; customer communication, financial changes and decisions require a person to review them.
What will implementation cost?+
The fee is made up of a one-off setup fee and a monthly operating fee. Its size depends on document volume, users, access rules and the depth of Odoo integration. Based on the assessment, I define the task and scope of the trial, then prepare a proposal for it.
What should we prepare for our first consultation?+
A few typical internal questions and a brief description of how you answer them today is enough. Please do not send sensitive documents in advance; we will agree how to handle them.
Start with one real question
Where does your team spend the most time searching today?
Tell me briefly what is happening. In the first consultation, we can decide whether an AI assistant or a simpler change would help, and what to do next.
- 01Briefly describe the task in the form.
- 02We discuss the questions and their sources.
- 03If it is worth taking further, we suggest a limited trial.
Still exploring?
A useful starting point before we speak.
The checklist is not legal advice and does not classify your particular use case.