Smart Assistant for Dolibarr — Installation & Testing Guide (for DoliStore reviewers)

Version: 1.0 · Date: 2026-08-05 · Publisher: Integmia

This guide walks through installing the Smart Assistant module on a Dolibarr 18+ instance, connecting it to the hosted service, and verifying it works.

1. What You Need

• A Dolibarr instance 18+ (tested on 23.x), PHP 7.0+
• Dolibarr REST API enabled and a read-only API key (created for a user in Users & Groups → user → Edit → API key)
• The module ZIP: smartassistant-1.0.0.zip

2. Install the Module

Option A — via the module installer:

1. Log in as administrator → Setup → Modules/Applications
2. Click Install external module (top of the page)
3. Upload smartassistant-1.0.0.zip
4. The module appears in the list as Smart Assistant

Option B — manual (FTP):

1. Copy the smartassistant/ folder from the ZIP into htdocs/custom/ (result: htdocs/custom/smartassistant/)
2. Ensure files are readable by the web server (644) and directories traversable (755)
3. Go to Setup → Modules/Applications — Smart Assistant is listed

3. Enable the Module

1. In Setup → Modules/Applications, find Smart Assistant
2. Click Enable (activate)
3. A Smart Assistant top menu appears with Dashboard and Setup sub-menus
4. (Optional check: Users & Groups → user rights now include two Smart Assistant permissions: "Read Smart Assistant dashboard" and "Manage Smart Assistant connection")

4. Connect to the Hosted Service

1. Open Smart Assistant → Setup
2. Fill the form:
   • Hosted service URL: https://dolibarr.smartassistant.site
   • Dolibarr URL (this instance): e.g. https://your-dolibarr.example.com
   • Dolibarr API key: the read-only key from §1
3. Click Connect
4. The status flips to Connected (a per-instance token is issued and stored)

The Connect button performs a live verification: the service calls your Dolibarr API once with the supplied key. If you see "Dolibarr rejected the API key (HTTP 401)", the key is invalid — double-check it (no leading/trailing spaces, exactly as shown in the user's API key field).

5. Verify the Dashboard

1. Open Smart Assistant → Dashboard
2. The hosted dashboard embeds inside Dolibarr and shows:
   • The five agents (Revenue, Customer Success, Procurement, Operations, BI) with their last run status
   • Open Recommendations (prioritized findings)
   • Pending Actions (approval workflow)
3. Click Run all agents — agents execute immediately against your Dolibarr and new recommendations appear (first run may take a minute)
4. Items that target a specific record show a View in Dolibarr link — it opens the related record (invoice, order, customer, ticket, product…) in a new browser tab, so you can review and resolve the issue right in Dolibarr.

Expected behavior

• Agents read data read-only from your Dolibarr.
• Recommendations are stored on the service and displayed on the dashboard.
• Disconnect in Setup stops the dashboard; re-connecting re-issues a token.

6. Troubleshooting

7. Source & License

• Source (GPLv3): https://github.com/mkeshmirian/smartassistant-dolibarr
• License: GPLv3 or later (full text in LICENSE / docs/COPYING)
• The hosted service is a separate proprietary product; the module contains no business logic.

© 2026 Integmia — Smart Assistant for Dolibarr