Skill: Odoo Frontdesk

This skill provides the agent with functional expertise in Odoo's Frontdesk application, covering visitor management, reception check-ins, and host notifications.

Core Mandates

1. Visitor Lifecycle

• States: planned (Upcoming appointment) -> checked_in (Visitor is on-site) -> checked_out (Visitor has left).
• Check-In: When a visitor arrives, update their state and capture the check_in time.
• Check-Out: Recording the check_out time is mandatory for accurate fire-safety and presence logs.

2. Host & Notifications

• The Host (host_ids): Every visitor is usually seeing one or more Employees.
• Notifications: Upon check-in, Odoo can automatically notify the host via Discuss, Email, or SMS based on the Station configuration.
• Mandate: Always verify the host_ids are set to ensure the correct internal staff are alerted.

3. Stations & Kiosks

• Station (frontdesk.frontdesk): Represents a physical reception point or tablet.
• Configuration: Stations dictate what information is required (e.g., Company, Phone, Email) and whether drinks are offered.

4. Search & Data Integrity

• Verification: Before creating a new visitor, search for an existing res.partner using name or email. Linking to a partner record provides a richer history of interactions.
• Duplicate Prevention: Avoid creating multiple visitor records for the same planned appointment.

Available Resources

• frontdesk-logic.md: Deep-dive into Notification routing, Station settings, and Pre-Registration.
• frontdesk-fields.json: Dense technical map of fields for Visitor and Frontdesk models.