Skip to content
Open
Changes from all commits
Commits
File filter

Filter by extension

Filter by extension

Conversations
Failed to load comments.
Loading
Jump to
Jump to file
Failed to load files.
Loading
Diff view
Diff view
31 changes: 21 additions & 10 deletions content/applications/productivity/ai/default_prompts.rst
Original file line number Diff line number Diff line change
Expand Up @@ -54,17 +54,26 @@ In the :guilabel:`Call the Agent` field, select which agent this rule should app
Buttons
-------

Within each default prompt, buttons can be configured with predefined prompts. While users have the
option to write out a prompt, they can also click one of the buttons to begin the conversation.
Within each default prompt, buttons can be configured with predefined prompt instructions. When a
user clicks a button, Odoo combines the default prompt *Context* with the selected button prompt and
sends both to the |AI| model.

On the *Buttons* tab, click :guilabel:`Add a line`, then enter a prompt in the :guilabel:`AI Prompt`
field.
This structure allows organizations to create reusable AI actions for common workflows, such as
Comment on lines +59 to +61
Copy link
Copy Markdown
Contributor

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

Combine the paragraphs? Feels like a natural extension of the thought.

rewriting content, summarizing information, applying tone guidelines, or generating standardized
responses.

These prompts are then available for a user to select in a conversation.
On the *Buttons* tab, click :guilabel:`Add a line` to open the *Create Available User Prompts*
pop-up.

In the :guilabel:`Title` field, enter a name for this prompt. Whatever is entered in this field is
visible on the button for the prompt.

.. image:: default_prompts/ai-chatter.png
:alt: AI prompts configured as buttons in a conversation with an agent.

In the :guilabel:`Prompt` field, enter a prompt to be sent to the AI when the button is clicked.
Click :guilabel:`Save & Close` or :guilabel:`Save & New` when finished.

.. _ai/prompt-structure:

Understanding AI prompt structure
Expand All @@ -73,16 +82,18 @@ Understanding AI prompt structure
|AI| conversations in Odoo are structured using multiple configuration layers.

- Each :ref:`agent <ai/agents/prompts-in-odoo>` has a prompt that defines the global identity and
behavior of an AI agent. It is configured directly on the |AI| agent record and applies wherever
behavior of an AI agent. It is configured directly on the AI agent record and applies wherever
Copy link
Copy Markdown
Contributor

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

Suggested change
behavior of an AI agent. It is configured directly on the AI agent record and applies wherever
behavior of an AI agent. It is configured directly on the agent's record and applies wherever

For simplicity, maybe, unless "AI agent" is a record the way a contact is a record?

the agent is used. The Agent Prompt defines who the AI is.

- A default prompt configures how an |AI| agent behaves when launched from a specific model. Default
- A default prompt configures how an AI agent behaves when launched from a specific model. Default
prompt instructions adapt the agent's behavior to the functional context of the model. The default
prompt defines how the AI should behave in this specific context.

- Button prompts represent predefined user requests within an |AI| chat window. They appear as
clickable buttons when a conversation is opened. Button prompts do **not** redefine the agent's
identity or contextual behavior. Instead, they specify what the |AI| should do at that moment.
- Button prompts represent predefined user requests within an AI chat window. When a button is
clicked, Odoo combines the AI agent's global instructions, the default prompt Context, the
Copy link
Copy Markdown
Contributor

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

Suggested change
clicked, Odoo combines the AI agent's global instructions, the default prompt Context, the
clicked, Odoo combines the AI agent's global instructions, the default prompt Context, and the

selected button prompt. The Context provides the overall behavioral framework and functional
background for the interaction, while the button prompt specifies the exact task the AI should
perform at that moment.

.. seealso::
:doc:`agents`