[ADD] AI: Default prompts

content/applications/productivity/ai.rst

@@ -87,6 +87,7 @@ Below are some common requests that the *Ask AI* agent can assist with:
 
    ai/apikeys
    ai/agents
+   ai/default_prompts
    ai/document_sort
    ai/fields
    ai/webpage

content/applications/productivity/ai/agents.rst

@@ -131,6 +131,7 @@ Sources can be in the following formats:
    If the :guilabel:`Restrict to Sources` option is enabled on an agent, the agent can **only**
    utilize information from the uploaded and active sources.
 
+<<<<<<< 87eb9a70195ce4e896823ec9b2c62543104e2f8e
 Uploaded files
 --------------
 
@@ -171,6 +172,11 @@ the default prompts to use them, or enter a custom one in the message window.
 In this case, the agent’s responses are grounded in the file currently being previewed, in
 combination with any other sources assigned to the agent.
 
+||||||| 8049862f459aea707947bbd99806f9f50a218018
+=======
+.. _ai/create-agent:
+
+>>>>>>> b19faf2ff9cd8d6d0a5ba5a296b9a9589759462d
 Create a new agent
 ==================
 

content/applications/productivity/ai/default_prompts.rst

@@ -0,0 +1,88 @@
+==================
+AI default prompts
+==================
+
+.. |AI| replace:: :abbr:`AI (artificial intelligence)`
+
+*Default prompts* define how |AI| behaves when a user opens a conversation from a specific model in
+Odoo. They allow users to:
+
+- Automatically call a specific |AI| agent
+- Apply contextual instructions
+- Display predefined action buttons
+- Adapt |AI| behavior depending on the model
+
+Default prompts are model-specific, though they can be applied to all models. This means the |AI|
+can behave differently depending on where it is launched in the system.
+
+When a user opens an |AI| conversation from a record, Odoo provides the full context of that record
+to the |AI| agent. This includes field values and relevant metadata.
+
+Each conversation is context-bound. When opened from a lead, the |AI| receives information about
+that Lead. When opened from an invoice, the |AI| receives accounting context. The conversation is
+isolated and reset once closed.
+
+Configuration
+=============
+
+Before configuring a default prompt, create or configure the |AI| :ref:`agent <ai/create-agent>` in
+the **AI** application.
+
+.. note::
+   The **AI** application comes with pre-configured agents, and default prompts. These vary based on
+   the other applications installed on the database.
+
+Navigate to :menuselection:`AI app --> Configuration --> Default Prompts` and click :guilabel:`New`.
+Create a :guilabel:`Rule Name`, then select an action in the :guilabel:`When users need to` field.
+
+Next, select a model in the :guilabel:`On the Model` field. This controls what records this rule
+applies to. For example, if the rule is specific to *Helpdesk* tickets, select *Helpdesk Tickets*
+from the drop-down menu. Multiple selections can be made in this field. To allow this rule to be
+used by any model, leave the field blank.
+
+In the :guilabel:`Call the Agent` field, select which agent this rule should apply to. Next, add the
+:guilabel:`Instructions` for the rule.
+
+.. note::
+   While the agent may already have an existing prompt that defines their behavior, the instructions
+   in the default prompt define the actions in the context of the current model. See
+   :ref:`Understanding AI prompt structure <ai/prompt-structure>` below for additional information.
+
+.. image:: default_prompts/default-prompt-rule.png
+   :alt: A default prompt rule record in the AI app.
+
+Buttons
+-------
+
+Within each default prompt, buttons can be configured with predefined prompts. While users have the
+option to write out a prompt, they can also click one of the buttons to begin the conversation.
+
+On the *Buttons* tab, click :guilabel:`Add a line`, then enter a prompt in the :guilabel:`AI Prompt`
+field.
+
+These prompts are then available for a user to select in a conversation.
+
+.. image:: default_prompts/ai-chatter.png
+   :alt: AI prompts configured as buttons in a conversation with an agent.
+
+.. _ai/prompt-structure:
+
+Understanding AI prompt structure
+=================================
+
+|AI| conversations in Odoo are structured using multiple configuration layers.
+
+- Each :ref:`agent <ai/agents/prompts-in-odoo>` has a prompt that defines the global identity and
+  behavior of an AI agent. It is configured directly on the |AI| agent record and applies wherever
+  the agent is used. The Agent Prompt defines who the AI is.
+
+- A default prompt configures how an |AI| agent behaves when launched from a specific model. Default
+  prompt instructions adapt the agent's behavior to the functional context of the model. The default
+  prompt defines how the AI should behave in this specific context.
+
+- Button prompts represent predefined user requests within an |AI| chat window. They appear as
+  clickable buttons when a conversation is opened. Button prompts do **not** redefine the agent's
+  identity or contextual behavior. Instead, they specify what the |AI| should do at that moment.
+
+.. seealso::
+   :doc:`agents`