Configuration.

All settings live on one record per company under Sales → Sales Coach → Settings, and that is the only place the coach is configured. Odoo’s general Settings page carries a Coach configuration pointer with an Open Sales Coach settings button, nothing editable, so every company has one authoritative settings record. The form always edits the record of the company selected in Odoo; its company field is read-only. Only coach Managers can open it; only Odoo Administrators can see the API key.

Connection and AI

Setting	Name	Default	What it does
Backend URL	backend_url	https://coach.nanti.ai	Where this Odoo server sends AI coaching requests.
API key	api_key	empty	The private tenant key used by the Odoo server. Administrator-only, never sent to the browser.
Enable AI	enable_llm	on	Turn AI enrichment on or off. When off, salespeople still get deterministic local coaching cards.
Send customer names	send_customer_names	on	Allow customer names in the compact AI payloads. Turn off to send only opaque references.
Language mode	language_mode	user	Which language the AI writes in: the salesperson’s, the company’s, or a fixed one.
Fixed language	fixed_language	empty	The exact language used when the mode is fixed.
Business profile	business_profile	empty	A short description of your business that helps the AI argue like your sales manager.
Industry preset	industry_preset	generic	generic, food distribution, wholesale, or retail supply.
Coach Chat	enable_chat	off	The Ask tab: free-text questions about the current customer. A premium AI feature; a chat question counts as 2 enrichments.
Per-salesperson AI cap	user_monthly_cap	0	Optional monthly enrichment cap per salesperson; 0 means no cap. At the cap, that user keeps deterministic coaching until next month.
Weekly digest	enable_digest	off	The Monday-morning manager digest email. See For managers and owners.

Analysis window and panel

Setting	Name	Default	What it does
Lookback days	lookback_days	365	How many days of confirmed sales history the coach studies.
Min orders for pattern	min_orders_for_pattern	3	Purchases required before the coach trusts a repeat pattern.
Max cards	max_cards	7	Cards shown immediately; the rest sit behind “Show N more”.
Debounce (ms)	debounce_ms	1200	How long the panel waits after line edits before recomputing.
Cache TTL (hours)	cache_ttl_hours	6	How long AI wording can be reused for the same context. The cache lives in your own database.
History source	history_source	orders	Confirmed sales orders are the history source today.
Coach on confirmed orders	coach_on_confirmed_orders	off	Coach confirmed sale orders while they are still editable; turn off to keep confirmed orders as a read-only recap. Locked or done orders always keep the recap.

Signal thresholds

Setting	Name	Default
Missing-regular factor	missing_regular_factor	0.8
Quantity-drop threshold	qty_drop_threshold	0.6
Low-basket threshold	basket_low_threshold	0.5
New-line target	new_lines_target	2
Affinity minimum lift	affinity_min_lift	1.3
Affinity minimum support	affinity_min_support	5
Allow heuristic links	allow_heuristic_links	off
Enable expiry push	enable_expiry_push	off
Expiry window (days)	expiry_window_days	21
Enable Coach Score	enable_coach_score	on
Discount warning floor (%)	max_discount_warn	15.0
Margin warning floor	min_margin_warn	0.0 (0 = cost-based margin check off)
Volume-nudge band	volume_nudge_band	0.10
Show credit to salespeople	show_credit_to_salespeople	off (managers always see credit)

Lower thresholds make the coach speak sooner; higher ones make it stricter. The defaults are tuned for repeat-order businesses.

Per-signal and per-KPI toggles

Every play has its own on/off switch (enable_sig_*), and every snapshot KPI has one too (enable_kpi_*). All shipped plays and the six core KPIs default to on; the four optional KPIs (overdue balance, margin profile, year-to-date revenue, premium share) default to off, and overdue balance and margin render only when the underlying data exists. The expiry push play additionally requires the master enable_expiry_push switch above; the payment nudge play additionally requires Accounting to be installed, and shows to salespeople only with “Show credit to salespeople” on.

Product and customer flags

Flag	Where	Effect
Strategic for coaching	Product	The coach may suggest it as a range-growth play.
Exclude from coaching	Product	The product never appears in any play.
Clearance	Product	Stock the coach may push to category buyers, when expiry push is on.
Coach opt-out	Customer	The customer generates no coaching at all.

Access

Access to the panel is by security group, not by setting: the User group to use the coach, the Manager group to configure it. See Getting started.