Nanti Sales Coach

Getting started.

Install Nanti Sales Coach in your Odoo 19, connect it to the coaching service, and get the first coaching within minutes, on the sales history you already have.

Odoo 19 · Community and Enterprise Updated 6 July 2026

What it is

Nanti Sales Coach is an AI sales coach that runs inside the Odoo quotation screen. The moment a salesperson picks a customer, a coach panel briefs them on the account and suggests concrete, one-click plays: what this customer should reorder, where they are trading down, and the exact words to say. If you have not seen it work yet, the product page has a live preview.

An Odoo quotation with the Nanti Sales Coach panel open beside it, briefing the account and flagging that its ordering rhythm is slipping. — The coach panel sits beside the quotation, reading the whole account while the order is still a draft. Sample company; click to view full size.

Requirements

Odoo 19.0, Community or Enterprise, on-premise or hosted. Earlier Odoo versions are not supported.
The Sales (sale_management) and Discuss (mail) apps installed. These are the only hard dependencies.
Outbound HTTPS from your Odoo server to the coaching service, plus a tenant API key for AI coaching. Without a key the module still works in deterministic mode (see the note below).

One optional module adds extra behavior:

Optional app	What it adds
Inventory, with expiry dates on lots	The expiry push play (suggesting expiring stock to category buyers). It ships off by default and is enabled in Settings.

Install

Install the nanti_sales_coach module in your Odoo 19.
On install, the module creates one settings record per company automatically. Companies you create later get one too.
Grant your people the coach security groups (below).
Open Sales → Sales Coach → Settings to connect it.

Connect

Settings live under Sales → Sales Coach → Settings, one record per company.

Backend URL: where your Odoo server sends coaching requests. The default is the hosted service, https://coach.nanti.ai.
API key: your private tenant key. Only Odoo Administrators can see or edit it, and it is never sent to the browser.
Click Test connection. On success you will see: “Connected to your tenant. Plan and usage are shown in the same message.” If it fails, the message tells you exactly why; each one is covered in Troubleshooting.

First coaching

There is no import or sync step. The coach reads your existing confirmed sales history directly inside your Odoo database the moment a customer is selected, looking back 365 days by default.

Coaching cards appear as soon as a customer is picked. The first cards are computed locally and render immediately.
AI wording arrives seconds later and replaces the cards in place, typically within about ten seconds. Nothing blocks the salesperson while it happens.
New customers with fewer than three confirmed orders get company-wide coaching only (the weekly directive and strategic products). Per-customer patterns need at least three orders of history, so the coach does not guess.

It works without the AI connection

With no API key, AI disabled, or the service unreachable, the panel serves locally computed cards with built-in wording and shows a quiet “offline coaching” badge. Your Odoo is never blocked by the coach.

Who can do what

Access is controlled by two security groups in the “Sales Coach” privilege category:

Group	What it allows
User	See the coach panel and act on cards on sales orders.
Manager	Everything a User can, plus Settings, directives, product flags, logs, and the Performance dashboard.

Odoo’s own Sales Administrator role automatically implies the coach Manager group.

Read Concepts to understand what the panel is showing, or jump to Daily use for the salesperson’s flow.