DoliAI Assistant

Your business data, answered in plain language

DoliAI Assistant adds an AI assistant to every Dolibarr page. Ask “Which customer invoices are unpaid?” or “Who are my best customers this year?” and get a clear answer with exact figures, a table and links to each source document. The assistant only reads data the current user is already allowed to see.

Features

• Integrated chat: compact widget available while you navigate, plus a full-screen view. Answers stream as they are written; you can stop them at any time.
• Business lookups: customers, prospects, suppliers, quotes, orders, customer invoices, supplier orders and supplier invoices.
• Exact calculations: decimal totals and pivot tables computed by the server, never guessed by the AI, with currencies kept apart.
• Record context: attach the card you are viewing (third party, invoice, quote, order…) to your question.
• Sources: every answer lists the documents it read, with direct links.
• Extra fields and PDF text: complementary attributes and the text of attached PDFs are taken into account.
• Navigation help: step-by-step guidance and links to the native Dolibarr forms.
• Personal history: separate conversations, resume and archive.
• Budget control: shared monthly ceiling, cost reserved before each call, consumption tracking.
• Answer evaluation: optional judge model for administrators to review answer reliability.

Safe by design

• Read-only: the assistant never creates, changes or deletes anything. Business actions stay in the Dolibarr forms.
• Your permissions apply: each lookup checks the user's current Dolibarr rights. External users have no access.
• Your provider, your data path: requests go only to the AI service the administrator configures. No telemetry, no third-party server from the publisher.
• Privacy: configurable retention, purge of conversations, TLS verification and certificate pinning options.

Requirements

• Dolibarr 20.0 or later (tested from 20.0.4 to 24.0.1). Main entity only: multicompany is not supported.
• PHP 7.4 or later, 64-bit, with json, curl, mbstring, iconv and zlib.
• An account with an AI provider offering an OpenAI-compatible Chat Completions API with streaming, tool calls and token usage (for example DeepSeek or OpenAI). Provider usage is billed by the provider, not included in the module price.
• No cron, worker, Redis or Composer needed.

Installation

1. Home › Setup › Modules › Deploy/install an external module: upload module_dolibarrai-1.0.0.zip.
2. Enable the DoliAI Assistant module.
3. In the module setup, set the monthly budget, then your provider URL, model, prices and API key.
4. Grant the permission “Access the AI assistant chat” to the users who need it.

Good to know

AI answers must be checked; they do not replace the source documents or an accounting review. Scanned PDFs without text are not read (no OCR).