VERA AI
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Setup guide

From sign-up to the first answer in about 15 minutes

Nine short steps, in the order a new workspace goes through them. Vera only reads your Odoo; nothing in this guide changes your Odoo data.

  • About 15 minutes
  • 9 steps
  • Read-only on Odoo

Not signed in yet? Start with step 1. Buttons that open a page inside Vera take you through sign-in first, then straight to that page.

Contents
  1. Create your workspace
  2. Choose a planWorkspace admin
  3. Connect your Odoo databaseWorkspace admin
  4. Sync the schemaWorkspace admin
  5. Introduce your businessWorkspace admin
  6. Decide on Privacy ModeWorkspace admin
  7. Enable skill packsWorkspace admin
  8. Ask the first question
  9. Where to get help

  1. Step 1

    Everyone

    Create your workspace

    One form, one minute. Whoever registers becomes the first workspace admin.

    • Open Register and fill in Company name, Workspace, Your name, Work email and a Password (at least 8 characters).
    • The Workspace is the short name your team types at login (letters, numbers, hyphens) — choose something easy to say out loud.
    • Click Continue to billing. The workspace exists now, and you land on the Billing page.

    Tip · Sign-in always asks for three things: workspace, email, password. Share the workspace name with your team along with their login.

    Open Register

  2. Step 2

    Workspace admin

    Choose a plan

    Nothing runs until the workspace is on a plan — a trial or a paid term.

    • On Billing, either Start a 15-day trial (Chat for the whole team plus one report, once per company) or pick Vera with a term of 3, 6 or 12 months.
    • Click Request this plan. The plan is activated once the payment is confirmed.
    • Each plan is a pool of points for the whole term. Every question and report spends what it costs; what is unused expires with the term.
    • Vera includes chat and every recipe report. The trial includes one report.

    Tip · Upgrade while a trial or plan is still running and whatever remains carries into the new plan.

    Open Billing

  3. Step 3

    Workspace admin

    Connect your Odoo database

    In Settings, under “Connect your Odoo database”. Vera reads your data through one API key. Four details come from your Odoo; here is where each one is in Odoo 19.

    • Odoo URL — the address you open Odoo at, including https:// and nothing after the domain (for example https://company.odoo.com).
    • Database name — in Odoo 19: Settings → scroll to the bottom → Activate the developer mode. The database name then appears under your name at the top right, next to a small database icon. On Odoo Online it is also the first part of your address (company in company.odoo.com).
    • Odoo login — the e-mail or login of the user the key belongs to. Required for Odoo 16, 17 and 18; Odoo 19 does not use it.
    • API key — in Odoo 19: click your avatar (top right) → My Preferences → Security tab → Add API Key → confirm your Odoo password. Description: “Vera”. Duration: choose “Persistent Key” (or at least 1 Year) — the default is 1 Day, after which Vera would stop reading. Generate the key, copy it once and paste it here. In Odoo 16–18 the button is called New API Key and has no duration.
    • Click Save Odoo connection. The key is encrypted at rest and never shown again.

    Tip · Simplest: an Odoo administrator makes the key on their own account; Vera only reads, never writes. Preferred: a dedicated user for Vera (Settings → Users & Companies → Users → New) with only the apps you want analysed — Sales, Accounting, Inventory, Purchase. In Odoo 19 a non-administrator can only make short-lived keys unless an administrator first raises “API Keys maximum duration days” on one of that user's groups (developer mode → Settings → Technical → Groups). On Odoo Online an extra internal user is a paid seat. Our team sets this up for you on request.

    Open Settings

  4. Step 4

    Workspace admin

    Sync the schema

    Vera learns which models and fields your company actually has — standard and custom.

    • Open Schema and click Sync from Odoo. On a large database it can take a little while.
    • Only structure is read: model names, fields, labels and selections. No figures are stored.
    • When it finishes, the data map shows what the sync understood: business areas, report views, and where sales are read from.
    • Run it again after you install a module or add custom fields in Odoo.

    Tip · If the sync fails, re-check the URL, database name and key in Settings; a wrong database name is the most common cause.

    Open Schema

  5. Step 5

    Workspace admin

    Introduce your business

    In Settings, under “Tell Vera about your business”. Vera reads this before every answer and every report.

    • About the business — who you are: the industry, what you sell, your seasons, what is normal here that an outsider might misread.
    • How to read the data — plain sentences on where sales and profit live, what a branch is, what to ignore. On save, Vera finds where each of these is in your Odoo and asks only when it truly cannot.
    • Words that mean something here — your in-house words and what they mean, so Vera reads your data the way you do.
    • Not sure where to start? Ask Vera to draft it writes a first draft from your data; review it, fix what is wrong, then Save profile.

    Tip · Two or three honest sentences beat a long essay. Say what is unusual about your business, not what is standard.

    Open Settings

  6. Step 6

    Workspace admin

    Decide on Privacy Mode

    In Settings, under “Privacy Mode”. Default rules are seeded from your Odoo version at sync time.

    • When Pseudonymize identities before the AI model is on, names, e-mails and phone numbers of customers, employees and organisations are replaced by anonymous tokens before anything reaches the AI model — and put back in the answer you see.
    • Amounts, dates, products and quantities still flow, so the analysis is unchanged; the model simply never learns who the numbers belong to.
    • The rules list says which field of which model is tokenised or not allowed; add your own for custom fields.
    • What the AI receives shows one real row beside what the model would receive — the quickest way to see the effect.

    Tip · Switch it on if your data includes personal names or you report to a data-protection officer. It costs nothing in answer quality.

    Open Settings

  7. Step 7

    Workspace admin

    Enable skill packs

    Skill packs hold the ready-made analysis recipes: a health review, customer portfolio, forecast, branch and category reports.

    • In Settings, under Analysis skill packs, click Enable on the packs you want.
    • The recipes then appear on the Recipes page. Pick one, set its inputs, click Run — the report is written in 1–3 minutes and can be downloaded as HTML or printed to PDF.
    • Recipe reports come with the Vera plan; the trial includes one report.

    Tip · Figures in a recipe report open to the rows behind them, so you can verify a number against Odoo.

    Open Recipes

  8. Step 8

    Everyone

    Ask the first question

    On the Chat page. Ask in Arabic or English, in your own words.

    • Try: “Top customers by sales total this month”, “Which customers bought less this quarter than last?”, “Invoice totals by month for the last 12 months”.
    • Each answer comes with the rows behind the number — open them to check the figure against Odoo — and an Excel export that carries the Odoo IDs.
    • Ask a follow-up in the same thread; Vera keeps the context. Start a New chat when you change subject.
    • Save an answer as a report, or share the chat with the workspace or specific people.

    Tip · Name the metric, the entity and the period — “gross margin by product category, last quarter” — and the first answer is usually the right one.

    Open Chat

  9. Step 9

    Everyone

    Where to get help

    Vera is built and supported by Falak Solutions, an Odoo partner.

    • Stuck on a step, or the connection will not save? Message us on WhatsApp, or email info@rogavera.com for any question, support request or inquiry.
    • Have your workspace name ready and, for connection problems, your Odoo version; never send your API key.

    WhatsApp+970 56 845 5634

    Emailinfo@rogavera.com

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