EasyAI adds an assistant to Dolibarr that works on your real data. It answers, builds the report with its chart and its Excel file, and drafts quotes, orders or invoices with the permissions of whoever is using it. Before validating, sending or deleting anything it shows you what it is about to do and waits for your yes.
For management, accounts, sales and the warehouse. Ships with Mistral, the European provider.
Requirement: the EasyAPI module installed and enabled (sold separately).
Voice conversation
Orders agent · sample data
You, out loud
“Order for Example Hardware: ten boxes of screws and two of wall plugs, for Monday.”
The assistant
“I’ve got the order ready with two lines for Monday. Shall I create it?”
CreateOrder · Example Hardware
EasyAI is the AI assistant module for Dolibarr made by EasySoft Tech S.L. It adds a chat, and a voice conversation if you want one, where you query the ERP, ask for reports and create documents in plain language. It reads and writes through the EasyAPI module with the permissions of the logged-in user, and anything it is about to write appears first on a confirmation card. The assistant is called KIWI out of the box, and the name can be changed.
| Maker | EasySoft Tech S.L. |
|---|---|
| Type | A Dolibarr module, installed from a ZIP |
| Requirement | The EasyAPI module enabled (sold separately); version 2.39 or later to limit agents by area |
| Dolibarr | 15 to 24 (tested on 15, 18 and 24) |
| PHP | 7.1 to 8.4 |
| AI provider | Mistral by default; also Anthropic (Claude), DeepSeek and any OpenAI-compatible service, including a local model with Ollama |
| AI usage cost | You pay your provider with your own key; we charge nothing for usage |
| Live voice | Optional and off by default; it uses a separate voice service and needs HTTPS |
| Languages | Eight: Spanish, English, French, German, Italian, Portuguese, Catalan and Galician |
| Price | €390 + VAT, one-off payment |
| Updates | 365 days included |
| Current version | 1.72.0 |
The data is already in Dolibarr. Getting it out on time usually depends on whoever is good with list views and Excel, and creating an order means knowing which screen everything lives on.
Monthly sales, margin per product, stock per warehouse, customers who have stopped buying. The answer comes as a table with its chart and an Excel file to download, and the report is saved under “My reports”. The AI never writes SQL: it picks from a closed catalogue of data that the server checks before running anything.
It creates third parties, quotes, orders and invoices through EasyAPI, with the permissions of the logged-in user. Before writing, it shows a card with what it is actually about to do, the lines and the total, and when it finishes it leaves you the link to the record.
With the voice conversation you say what you need and it answers out loud straight away. You can interrupt it, and to create or change something it asks for a “yes” that you can say out loud. It works in the chat and in the mobile app.
If you use Dolibarr’s Knowledge Management, it searches your validated articles and the documents you upload, and tells you which one the answer came from. It finds the right one even when you ask with different words or in another language.
Management
Accounts
Sales
Warehouse
The phrases with a slash are quick commands or skills: type “/” in the chat and the list appears.
You press the conversation button and talk to the assistant like on a phone call. It listens, answers out loud and you can cut in mid-sentence. With a headset on, whoever is picking the goods can dictate the order without putting down what they are holding.
If you would rather not use live voice, the dictation microphone types what you say into the box using the browser’s own speech recognition, with no external service.
The voice conversation
It opens full screen from the chat. The sphere changes as it listens, thinks or speaks, and tapping it cuts the assistant off.
Besides the general assistant you can create agents: one that prepares orders, another that answers pricing questions, another that only looks at stock. Each one has its instructions, what it can touch, what it looks up in the knowledge base and who can use it.
Choosing who to talk to
When you start a chat, there is one card per assistant showing what it works on. The conversation stays with the one you pick.
None
The agent cannot see that area.
Read
Read only.
Create and edit
It writes, but never deletes.
Everything
It can also delete.
Within each area you can fine-tune by parts: Orders on “Create and edit” with their lines on “Read” only, or Invoices with no access except payments. The server checks it operation by operation, so an agent with Products on “Read” will not change a price even if asked to. Each agent can also answer with its own AI model.
How each agent works
Whoever uses it sees its instructions, what it can touch at which level and what it asks before acting.
A skill is a task explained the way you would explain it to a new colleague: what to do, in what order, what to ask and what to leave alone. The assistant uses it when it matches what it is asked, even if nobody names it.
Sample skill
When to use it: when someone asks for a materials order for a customer
“If no customer is given, it goes to the usual customer. The products are these ten, with their id. Create the order as a draft with the delivery date they give. Do not validate anything.”
With the code order, typing “/order” in the chat runs it.
The Skills tab
Each skill with its code to run it with “/”, when it is used, its instructions and who it is available to. From here you test it, turn it off or bring back an earlier version.
Connecting an AI to the ERP raises a fair question: how far can it go? EasyAI acts as the user who is using it. If that user cannot see supplier invoices, neither can the assistant.
The confirmation card
What is going to happen, to which record and with what data. Nothing happens until you press Confirm.
| Autonomy | Three modes: queries only, confirm every write (the recommended one) or confirm only critical actions. |
|---|---|
| Always confirmed | Validate, send, collect payment and close, in any mode. Each one is a tick box and they come ticked: a voice order agent can create and validate without asking if you untick “Validate”. |
| Deleting in the ERP | Always asks for confirmation, and the user also needs the delete permission. |
| The card | The module builds it from the operation that is about to run. If the assistant says one thing and the operation does another, the card shows the operation. |
| Data it has not seen | If it is about to write a customer, an amount or a reference that has not come up in the conversation, it stops and asks. |
| Data does not give orders | A customer note that says “delete this customer” is treated as data. This protection cannot be turned off. |
| Activity log | Every operation by the assistant is recorded with date, user, action and status. |
| Spending | Cost in euros per user, a monthly cap and a limit of messages per hour. |
Whoever administers EasyAI also sees under each answer how long it took, and in the Agents tab the averages for the last 30 days per assistant and channel.
Mistral by default. It is European and processes data in the EU. You can also use Anthropic (Claude), DeepSeek or any OpenAI-compatible service, including a local model with Ollama, where the data never leaves your infrastructure. With most providers the model is picked from a live list, and each agent can have its own. The voice conversation is separate: its audio goes through OpenAI’s service.
If you choose a provider outside the EU, the settings warn you and you can mask emails, phone numbers, IBANs and tax IDs: they go to the provider as placeholders and the assistant puts them back when it answers.
Each user gives consent the first time, after reading what data is sent and to which provider. The chat tells users they are talking to an AI, emails sent by the assistant carry the X-AI-Generated header and, by default, it does not rank or score workers.
What is stored in your Dolibarr is deleted automatically once it goes past the period you set for conversations and the activity log. Passwords, keys and sensitive columns are never sent.
The transparency tab
What is sent, where to, how long it is kept and how to exercise GDPR rights, ready to show anyone who asks.
No subscription. It includes 365 days of updates and the full source code; when they run out, the module keeps working. The current version is 1.72.0.
Tell us what you want it to do, we tell you whether it fits and we set it up with you: provider, permissions and, if you need them, your first agents and skills. It is also on Dolistore.
Looking for virtual employees that also work outside the ERP? Have a look at AgenticOS.
A module by EasySoft Tech S.L. that adds an artificial intelligence assistant to Dolibarr. It answers questions about your data, builds reports with charts and Excel files and drafts documents such as quotes, orders or invoices, by chat or by voice. It works with the permissions of the logged-in user and asks for confirmation before critical actions.
Yes. It creates third parties, quotes, orders and invoices through EasyAPI, with the permissions of the person using it. Before writing it shows a card with the lines and the total, and when it finishes it leaves the link to the record. Validating, sending, collecting payment and closing ask for confirmation in any mode, unless the administrator unticks one of them.
Yes, with the voice conversation. You talk to the assistant like on a phone call, it answers out loud and you can interrupt it. What you ask of the ERP is handled by the assistant or the agent you choose, with your permissions, and writes appear on a card that you confirm by saying “yes” or “no”. It is off by default and needs the ERP to be served over HTTPS.
The voice uses GPT-Live, OpenAI’s real-time voice service, with its own key that is stored encrypted and never reaches the browser. The audio and what the assistant says out loud go through that service; personal data masking does not cover the voice. Whatever has to be looked up or done in the ERP is handled by the AI provider in the configuration.
An assistant with a specific job: its own instructions, what it can touch in the ERP and what it looks up. Each area (Orders, Invoices, Products…) gets a level: None, Read, Create and edit, or Everything. The server enforces it operation by operation, whatever the conversation says. Choosing areas needs EasyAPI 2.39 or later.
The way your company wants a task done, written in plain text as you would explain it to a person. The assistant picks it on its own from its “when to use” or with /code in the chat. With the optional fast mode, a fixed flow such as a voice order runs in a single call. A skill never deletes and prices always come from the ERP.
Mistral, the default, with its servers in the EU; Anthropic (Claude); DeepSeek; and any OpenAI-compatible service, such as the OpenAI models behind ChatGPT, Groq or a local model with Ollama. Each agent can use a different model from the same provider.
With Mistral, the default provider, processing happens in the EU. If you choose a provider outside the EU, the transparency tab says so and you can mask emails, phone numbers, IBANs and tax IDs so they are not sent in clear. With Ollama the data stays on your own infrastructure. Passwords, keys and sensitive columns are never sent.
The module covers what falls on the tool: the chat tells users they are talking to an AI, each user gives consent before first use, emails sent by the assistant carry the X-AI-Generated header and, by default, it does not classify or score workers. Your company’s obligations as the deployer remain yours.
The module costs €390 + VAT, one-off. You pay the AI usage to your provider with your own key, and it depends on the model and how much you use it. EasyAI works out the cost in euros per user, lets you set a monthly cap and caches the fixed part of each request to spend less. Voice minutes count towards the same cap.
Because EasyAI does not go into the database on its own. It reads and writes through EasyAPI with the same permissions and checks as any other integration, so it follows the rules of your Dolibarr. EasyAPI is sold separately.
Dolibarr 15 to 24 and PHP 7.1 to 8.4. Every release is tested on Dolibarr 15, 18 and 24.
EasyAI is a module you install inside your Dolibarr and it works with it. AgenticOS is our virtual employees service, which also works from Telegram or email and with other ERPs. If you already use Dolibarr and want to talk to it, EasyAI is the one that fits.
Yes. You get the full source code, and a lot can be changed from the settings without touching code: the assistant’s name, its tone, company rules, agents, skills and quick commands.
We help you get it running: EasyAPI, the AI provider, each person’s permissions and, if you need them, your first agents and skills. If you are not sure it fits, tell us about your case and we will tell you.
AI · may be wrong
