# Odoo AI Calling: Auto-Call New Leads and Confirmed Orders (2026)

> How AI voice calling works inside Odoo 16: auto-call new CRM leads and confirmed sales orders, a call button on records, transcripts in Chatter and inbound matching.

Source: https://edesy.in/blog/odoo-ai-calling-voice-agent-2026

**Odoo can place AI voice calls with the Edesy AI Voice module for Odoo 16.** It auto-calls new CRM
leads and customers whose sales orders are confirmed, adds a call button to contacts, leads and orders,
logs every transcript and recording link to Chatter, and matches inbound callers to contacts by phone
number. Odoo stays the system of record.

> **Connect Odoo to a voice agent:** [Try Edesy free](https://voice-agent.edesy.in/?utm_source=edesy.in&utm_medium=blog&utm_campaign=odoo-ai-calling-voice-agent-2026) — ₹50 free credit, no card needed.

## What the module does

| Capability | How it works |
|---|---|
| **Lead call** | When a new lead or opportunity is created, Odoo places an AI call (toggle in settings) |
| **Order confirmation call** | When a sales order is confirmed, the customer gets a call with the amount, items and delivery details as variables |
| **Manual call button** | On contact, lead and sales order forms: choose the agent, add a topic or instruction, add product context |
| **Chatter log** | After the call, the transcript and a recording link are posted to the source record's Chatter |
| **Inbound matching** | Inbound calls are matched to a contact by phone number and logged to Chatter |
| **Background jobs** | Calls are queued with OCA `queue_job`, so the Odoo screen never waits on the call |

Telephony, speech, the language model and the voice all run on Edesy. Odoo triggers the call and keeps
the record.

## Why call from Odoo instead of exporting a list

Most Odoo teams start with exports: download new leads every morning, upload them to a dialer, copy the
results back. That loses time on the leads that matter most and leaves the record incomplete.

Calling from Odoo fixes three things:

1. **Speed.** The lead is called when it is created, not the next day.
2. **Context.** The agent gets the lead's name, the product they asked about, or the order lines as
   variables, so the call is specific.
3. **One record.** The salesperson opens the lead and sees the call transcript in Chatter next to every
   email and note.

## Setup

1. **Build the agent in Edesy.** Use variables in the prompt for what changes per call. For order
   confirmation, for example `{{customer_name}}`, `{{order_amount}}` and `{{delivery_date}}`. The
   [template gallery](https://edesy.in/ai-voice-agent/templates) has order status and delivery templates in several
   Indian languages to start from.
2. **Install the module** in your Odoo 16 addons path along with OCA `queue_job`, and make sure a job
   runner is configured.
3. **Open AI Voice, Configuration, Settings** and enter the API base URL and an Edesy API key
   (`vp_live_...`).
4. **Test and sync agents.** The module checks the key and pulls your agent list.
5. **Pick a default agent** for automatic calls.
6. **Turn on the triggers** you want: auto-call new leads, auto-call on sales order confirmation.
7. **For inbound logging,** copy the webhook URL shown in settings and register it as a webhook
   subscription in the Edesy dashboard.

Outbound calls do not need a webhook registration, because each call carries its own callback.

## Use case 1: call every new lead

Leads from your website form or other sources land in Odoo CRM. The module calls each new lead with a
qualification agent that asks two or three questions: what they need, when, and their budget range.
[Post-call extraction](https://edesy.in/ai-voice-agent/features/post-call-extraction) turns the answers into fields, and
the summary sits in Chatter for the salesperson.

Keep the call short. The goal is to qualify and book a follow-up, not to close on the first call. The
agent can check calendar availability and book a meeting during the call.

## Use case 2: confirm sales orders before dispatch

When an order is confirmed, the customer gets a call that reads back the order, confirms the delivery
address and asks a clear yes or no. For cash on delivery, this cuts parcels that get refused at the door.
The call result lands on the sales order, so the warehouse can hold or release it.

## Use case 3: a call button for the team

Sometimes a person decides a call is needed: a quote follow-up, a payment reminder, a re-engagement
call. The **Initiate AI Call** button on the record opens a wizard where they choose the agent and add a
one-line instruction, such as "ask if they reviewed the quote sent on Monday". The AI makes the call and
logs it.

## Use case 4: inbound calls that find the contact

When a customer calls your Edesy number, the module looks up the caller's number in Odoo contacts and
logs the call to the matching record. Your team sees who called and what was said without searching.

## Designing the agent for ERP data

- **Pass facts as variables, not as prose.** Order amount, item names and dates should come from Odoo
  fields so the agent never guesses.
- **Attach a knowledge base** on the Edesy side for product questions and policies. The module passes
  per-call variables; knowledge base content is attached to the agent itself.
- **Set clear dispositions** such as confirmed, cancel requested, callback requested and wrong number,
  so the result is easy to act on.
- **Choose the language mode** your customers use. Edesy supports 75+ languages, including 14 Indian
  languages and Hinglish or bilingual modes.

For a broader view of connecting voice agents to ERPs, see
[ERP integration](https://edesy.in/ai-voice-agent/features/erp-integration) and
[CRM integration](https://edesy.in/ai-voice-agent/features/crm-integration).

## What it costs

| Item | Cost |
|---|---|
| Odoo module | Ask us for the module and setup help |
| Call minutes | From ₹4/min on plans and credit packs, ₹6/min pay as you go |
| Telephony | Billed separately |
| Free credit to test | ₹50 on sign-up |

A 90-second confirmation call uses two 60-second billing pulses. Plan details are on the
[pricing page](https://edesy.in/ai-voice-agent/pricing), and API key setup is in the
[developer docs](https://edesy.in/docs/voice-agent/api).

## Before going live

Test the agent alone first: a browser call in the Test Center, then a few calls to your own phone with
real-looking variables. Then switch on one trigger, watch the first day of Chatter logs, and only then
add the next. See [testing and evals](https://edesy.in/ai-voice-agent/features/testing-and-evals).

> **Call your Odoo leads automatically:** [Start on Edesy](https://voice-agent.edesy.in/?utm_source=edesy.in&utm_medium=blog&utm_campaign=odoo-ai-calling-voice-agent-2026) — ₹50 free credit, no card needed.

## Frequently Asked Questions

### Can Odoo make AI voice calls?

Yes, with the Edesy AI Voice module for Odoo 16. It can call a new CRM lead automatically, call the customer when a sales order is confirmed, and add a call button to contacts, leads and sales orders. Each call is placed by your Edesy voice agent.

### Where do call results show up in Odoo?

In the Chatter of the record that started the call. After the call ends, Edesy posts the result back and the module logs the transcript and a recording link on the lead, order or contact.

### Does it handle inbound calls?

Yes. Inbound calls to your Edesy agent can be matched to an Odoo contact by phone number and logged to that contact's Chatter. You register a webhook URL shown in the module settings to turn this on.

### What does the module need?

Odoo 16, the OCA queue_job module with a job runner, and an Edesy API key. Calls are queued as background jobs so Odoo does not freeze while a call is being placed.

### Which voice agent should I use for order confirmation?

A short agent that reads the order back, confirms the delivery address and asks for a yes or no. Start from the order status or delivery templates in the gallery and pass the order amount and items as call variables.

### How much does it cost?

Call minutes are billed by Edesy, from ₹4/min on plans and credit packs or ₹6/min pay as you go, plus telephony. New workspaces get ₹50 free credit to test the setup.