Aidoo
Agents

Your first agent

From the template gallery to the first report in five minutes, on video: pick a template, choose the Odoo account, create the agent, then do a dry run.

4 min readUpdated November 13, 2026

This guide takes you from the template gallery to the first report in five minutes. The example is Dormant quotation alert: every weekday morning, the agent finds quotations above 1 000 € left unchanged for five days, schedules a follow-up for the salesperson in charge and ends with a summary.

Before you start

  • Your Odoo is connected to Aidoo: see Connect your Odoo.
  • The workspace has an Agents subscription, or the free trial is running.
  • You are an owner or an admin of the workspace.
  • The member whose Odoo account the agent will borrow has saved their personal Odoo token in Aidoo. Any existing license works: pick the account according to what the agent should be able to touch.

The five steps

Pick a template

In Aidoo Agent, click Create an agent, then Template gallery. Choose Dormant quotation alert.

Create an agent, then start from the gallery: each template comes with its mission, schedule and rules.

Name the agent and choose its Odoo account

On the Identity step, rename the agent if you like, then choose the Agent's Odoo account. Its actions will appear under that name in the Odoo history. Greyed-out accounts belong to members who have not saved their Odoo token yet.

Identity step: rename the agent and choose the Odoo account whose rights it borrows.

Review the mission

On the Role & AI model step, the template's mission is already written. Add your own instructions, for example a customer to leave aside. Keep the Auto model: Aidoo picks a cost-effective model suited to agents.

Role & AI model step: complete the mission, then keep the Auto model.

Create the agent

The trigger, permissions, limits and notifications are prefilled by the template. Click Next until the Review, then Create the agent. Each setting is detailed in Every setting explained.

The review, then Create the agent: it is active right away.

Do a dry run

On the agent's page, click Test (dry run). The agent runs its mission for real, but simulates every write: its report shows what it would have done, without changing anything in Odoo.

Test (dry run): the agent runs its mission and shows what it would have written, without changing anything in Odoo.

What happens next

  • The agent is active as soon as it is created: it will work at the next slot of its schedule (8:30 am, Monday to Friday, for this template). To rework its mission first, click Pause while you try it out.
  • For 48 hours, learning mode records what the agent really needs. A write that no rule covers is submitted to you: nothing is written without your approval. See Rules and permissions.
  • Every run posts its report in the agent's thread. Read the first real run carefully; after that, the summary is enough.

Your need is not in the gallery?

Start from the closest template anyway and rewrite its mission: it is easier than setting everything up from a blank form. You can also describe your need in plain language: Aidoo proposes a complete configuration, which you review before creating it. See Creating an agent.

Next step