1 Create a requirement session

1. Click New conversation in the Requirement Session panel.

2. Upload the Excel workbook through the import button.

1. Review field labels, data types, sample values, tabs, table columns, and relationships before requesting cosmetic changes.

2 Populate a prototype

1. Select Odoo view type.

Recommended sequence: Validate the data model first, then adjust layout and appearance. A polished layout built on an incorrect field structure usually creates avoidable rework.

3 Refine the page through chat

1. Describe one change or one logically related group of changes in the chat box. (To avoid ambiguous, please select the specific block and send it to chat)

1. Send the message and wait for the prototype to refresh.

2. Check the result on the canvas. Refer to the exact field, tab, button, model, or table when requesting corrections.

3. Continue iteratively until the page structure and behavior match the business expectation.

4. At the same time, you can also modify the field manually through the configuration panel.

4 Add visual requirements

1. Click Annotate to enter annotation mode.

1. Click the exact interface element or location related to the requirement.

2. Enter the requirement in the annotation card and click Save.

1. Repeat for every requirement that would be ambiguous in text alone.

5 Generate and approve the specification

1. Review all chat messages and annotations for contradictions or duplicate requests.

1. Use Send to Chat or the specification-generation command available in your deployment.

2. Review the generated functional and technical requirements with the business owner and developer.

3. Click Save Version to preserve the reviewed iteration.

4. Click Save as Confirmed only after stakeholders agree that the prototype and specification represent the intended customization.