83 lines
3.1 KiB
ReStructuredText
83 lines
3.1 KiB
ReStructuredText
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==========================
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Get Started with Live Chat
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==========================
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Live Chat has the highest satisfaction rating of any communication tool. It allows fast responses
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and it is accessible and convenient, as your customers can keep doing what they are doing while
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interacting with you. Remember: your customers want to talk to you, so let's make it easy.
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Set up
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======
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Once *Live Chat* is installed on your database, if your website was created with Odoo, the
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application is automatically added to it. All that is left to do is to go to
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:menuselection:`Website --> Configuration --> Settings --> Live Chat`.
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.. image:: media/livechat_settings.png
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:align: center
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:height: 300
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:alt: View of the settings page and the live chat feature for Odoo Live Chat
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Select the channel to be linked to your website or create one on the fly.
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.. image:: media/channels.png
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:align: center
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:alt: View of a live chat channel form for Odoo Live Chat
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| For both scenarios, under:
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| - **Operators**: add agents to respond to the chat requests. Add as many as you like, and keep in
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mind that operators that do not show any activity in Odoo for more than 30min are considered
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disconnected.
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| - **Options**: set the default text to be shown on the live chat button; an automated welcome
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message to be seen by visitors when a conversation is initiated, and the text that prompts the
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user to initiate a chat.
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| - **Channel Rules**: choose an action for a given URL, and/or per country. In the example below,
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the chat window automatically pops-up 3 seconds after users (from any country) land on the
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contact us page.
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.. image:: media/rules.png
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:align: center
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:alt: View of a channel’s rules form for Odoo Live Chat
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.. note::
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GeoIP, which refers to the process of finding a computer terminal’s geographical location by its
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IP address, must be installed on your server. Otherwise, under *Channel Rules*, countries are
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not taken into account.
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External options
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----------------
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| If your website was not created with Odoo, you can find the code to be added to your own, under
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the *Widget* tab.
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| Odoo also offers an URL you can send to users so they can have access to a single live chat page.
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.. image:: media/widget.png
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:align: center
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:alt: View of the widget tab for Odoo Live Chat
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Managing chat requests
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======================
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Conversations initiated by visitors pop up as a direct message, and are shown in *Discuss*.
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Therefore, inquiries can be answered wherever you are in Odoo.
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.. image:: media/discuss.png
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:align: center
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:alt: View of the discuss application with a message sent through live chat in Odoo
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.. note::
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Conversations are dispatched based on the current workload of the online operators.
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Leave or join a channel
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=======================
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Go to :menuselection:`Website --> Configuration --> Settings`, access your channel under
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*Live Chat*, and *Join Channel* or *Leave Channel*.
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.. image:: media/joinchannel.png
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:align: center
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:alt: View of a channel form and the option to join a channel for Odoo Live Chat
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.. seealso::
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- :doc:`ratings`
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- :doc:`responses`
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