Odoo Integration with Verbix.ai
Bring AI-powered call summaries, transcripts, and conversation insights directly into your Odoo CRM, Helpdesk, ERP, and HR modules.
Odoo is one of the most flexible business platforms in the world — powering everything from CRM to Helpdesk, Inventory, Sales, HR, and Accounting. But while Odoo beautifully manages structured business data, it doesn’t automatically capture the real conversations driving customer decisions, support cases, sales outcomes, or employee interactions.
Integration Overview
With the Verbix.ai + Odoo integration, every analyzed call can be:
How It Works(Technical Flow)
Identify & Match
Verbix.ai matches each call with the right record in Odoo by using:
Caller ID
IVR inputs
Contact / Lead / Opportunity phone numbers
Helpdesk ticket ID
Employee extension numbers
Custom model references
Every call reaches the correct Odoo object automatically.
Transform & Enrich
Verbix.ai processes each call using advanced NLP and generates:
Context-rich summaries
Sentiment & intent classification
Key talking points
Action items
Customer needs / objections
Compliance flags
Keywords for searchability
Perfect for Sales, Support, Projects, HR, and Finance teams.
Push to Odoo
Verbix.ai uses Odoo’s APIs (JSON-RPC, XML-RPC, REST) to create or update:
CRM: (Activity entries) Leads, Opportunities, Activities, Notes, Chatter messages
Helpdesk: Tickets, Ticket updates, Attachments
ERP / Accounting: Vendor calls, Customer follow-ups, Call notes on orders or invoices
HR: Employee relations cases, Interview call summaries, Training feedback calls
Custom Modules: Any Odoo Studio or developer-created model
The integration is flexible, modular, and works with Odoo Community & Enterprise.
Trigger Odoo Automations
Once call data enters Odoo, you can trigger:
Automated follow-up tasks
Activity reminders
Lead scoring updates
Ticket escalations
Workflow transitions
Email notifications
Approval flows
CRM stage changes
Conversation intelligence becomes part of your Odoo automation engine.
Key Features
Automatic Call Logging
All calls are logged as Activities, Notes, or Attachments without manual data entry.
AI-Generated Call Summaries
Succinct, human-quality summaries linked to CRM, Tickets, or HR records.
Full Transcripts + Recording Links
Complete call documentation for audit trails, quality checks, and coaching.
Sentiment, Intent & Metadata
Store: Sentiment scores, Keywords, Duration, Topic categories, Action items, Compliance flags
Custom Field Mapping
Map Verbix.ai insights into any Odoo field — including custom ones created via Odoo Studio.
Real-Time or Post-Call Sync
Supports: Real-time push, Scheduled sync, Bulk import mode
Works Across All Odoo Apps
CRM, Sales, Support, HR, Accounting, Projects, and Custom Apps.
Security & Compliance
Verbix.ai integrates securely with Odoo through:
Supports Odoo Online and Odoo On-Premise deployments.
Business Benefits
Implementation Options
Standard Connector
Quick setup for CRM & Helpdesk logging.
Custom Integration
For ERP, HR, Studio-based modules, and multi-company setups.
Real-Time Streaming
Bring live call insights directly into Odoo Activities or Chatter.
Bulk Import / Backfill
Upload historical call records for compliance or analytics.