Smart Assistant monitors your entire business — revenue, customers, procurement, operations and BI — and tells you exactly what to do next, inside a dashboard that lives in your Dolibarr.
Product definition Technical overviewSMBs run everything in Dolibarr but have no time to monitor it daily. Smart Assistant closes that gap.
Each agent owns a domain, reads your data read-only, and turns it into prioritized recommendations. A human-in-the-loop guardrail keeps every action under your control.
Leads, opportunities, quotes, renewals and upsell signals.
Health scores, churn detection, retention plays, support trends.
Reorder points, supplier performance, stock forecasts.
Process bottlenecks, stalled workflows, escalations.
Trend analysis, executive summaries, cross-agent coordination.
Not an agent - the approval layer. Every recommendation links straight to the related Dolibarr record, so you can review and act with one click. Nothing executes without your approval.
The module is deliberately thin and fully open source — all intelligence runs on the hosted service.
Upload the free module ZIP from DoliStore into htdocs/custom/.
Activate Smart Assistant in Setup → Modules/Applications.
Enter your Dolibarr URL and a read-only API key — one click.
The embedded dashboard shows what to do next, every day.
Agents access Dolibarr with a read-only API key. Actions require your approval.
The entire module is GPLv3 on GitHub — audit it, fork it, ship it.
Every recommendation comes with rationale and priority, not black-box outputs.
Data handling details: see Data Privacy & Security.
Dolibarr 18+ (tested on 23.x) · PHP 7.0+ · REST API v2 · Module ID 194000 (reserved range) · Hosted service on Google Cloud Run (us-central1) · LLM: Google Gemini
Free module on DoliStore · Hosted service free during beta
Get the source on GitHub