documentation/content/applications/productivity/voip/onsip.rst

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[IMP] crm: Whole documentation overhaul Organize the pipeline https://www.odoo.com/documentation/user/11.0/discuss/plan_activities.html (clone it here) Manage lost opportunities -> https://docs.google.com/document/d/1Uxr5L0tmNTv4cUiq948_8KgHMAgtB--Ib-h9K_XjYQM/edit Manage multiple sales teams -> https://docs.google.com/document/d/1xbQzJozfPyGJxtu1dlYaBvmtU4aZkkGnRT3jmdzp84s/edit Acquire leads Convert leads into opportunities -> https://docs.google.com/document/d/15huZHD7NLqUC-XyogT1cR_oBof-DlC6U-olfxJLuGfY/edit Generate leads from emails -> https://docs.google.com/document/d/1qt5LAyb7jjArZqFQbwHANKhkE1uifVuc0I2pnf9eF7k/edit Generate leads from your website contact page -> https://docs.google.com/document/d/1shcyTp4gMuekRMIbJqbHfFIIk10N0GHtHIQlPXuax-Q/edit Send quotations -> https://docs.google.com/document/d/1wYfImnN1XxxaPQMjTvvIDgMkhXE5ud1D-9pbkr0khsA/edit Assign and track leads Track your prospect visits -> https://docs.google.com/document/d/1wSoV9wgI6HwD7pogTbPuapIfxCgQ5fUWhZ3frU_iOTk/edit Assign leads automatically based on scoring -> https://docs.google.com/document/d/1cBc4XOTAnSjjfg3Q-BS14dB2lvv09NaUCEpIlMKyp6U/edit Analyze performance Check your Win/Loss ratio -> https://docs.google.com/document/d/1_-I50VbyWwSrp63pRYq7_Lo7QSr0b-0ru4FLQZv3C2k/edit Get an accurate probable turnover -> https://docs.google.com/document/d/1tfCntvywMehg9xVF5NsjA6-6m7QQ-FryfwGkPAOJPNE/edit Optimize your Day-to-Day work Synchronize Google Calendar with Odoo -> https://www.odoo.com/documentation/user/11.0/crm/calendar/google_calendar_credentials.html (Change name) Use VOIP services in Odoo with OnSIP -> https://www.odoo.com/documentation/user/11.0/crm/leads/voip/onsip.html (Change name) Configure your VOIP Asterisk server for Odoo -> https://www.odoo.com/documentation/user/11.0/crm/leads/voip/setup.html (Change name)
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====================================
Use VoIP services in Odoo with OnSIP
[IMP] crm: Whole documentation overhaul Organize the pipeline https://www.odoo.com/documentation/user/11.0/discuss/plan_activities.html (clone it here) Manage lost opportunities -> https://docs.google.com/document/d/1Uxr5L0tmNTv4cUiq948_8KgHMAgtB--Ib-h9K_XjYQM/edit Manage multiple sales teams -> https://docs.google.com/document/d/1xbQzJozfPyGJxtu1dlYaBvmtU4aZkkGnRT3jmdzp84s/edit Acquire leads Convert leads into opportunities -> https://docs.google.com/document/d/15huZHD7NLqUC-XyogT1cR_oBof-DlC6U-olfxJLuGfY/edit Generate leads from emails -> https://docs.google.com/document/d/1qt5LAyb7jjArZqFQbwHANKhkE1uifVuc0I2pnf9eF7k/edit Generate leads from your website contact page -> https://docs.google.com/document/d/1shcyTp4gMuekRMIbJqbHfFIIk10N0GHtHIQlPXuax-Q/edit Send quotations -> https://docs.google.com/document/d/1wYfImnN1XxxaPQMjTvvIDgMkhXE5ud1D-9pbkr0khsA/edit Assign and track leads Track your prospect visits -> https://docs.google.com/document/d/1wSoV9wgI6HwD7pogTbPuapIfxCgQ5fUWhZ3frU_iOTk/edit Assign leads automatically based on scoring -> https://docs.google.com/document/d/1cBc4XOTAnSjjfg3Q-BS14dB2lvv09NaUCEpIlMKyp6U/edit Analyze performance Check your Win/Loss ratio -> https://docs.google.com/document/d/1_-I50VbyWwSrp63pRYq7_Lo7QSr0b-0ru4FLQZv3C2k/edit Get an accurate probable turnover -> https://docs.google.com/document/d/1tfCntvywMehg9xVF5NsjA6-6m7QQ-FryfwGkPAOJPNE/edit Optimize your Day-to-Day work Synchronize Google Calendar with Odoo -> https://www.odoo.com/documentation/user/11.0/crm/calendar/google_calendar_credentials.html (Change name) Use VOIP services in Odoo with OnSIP -> https://www.odoo.com/documentation/user/11.0/crm/leads/voip/onsip.html (Change name) Configure your VOIP Asterisk server for Odoo -> https://www.odoo.com/documentation/user/11.0/crm/leads/voip/setup.html (Change name)
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====================================
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.. important::
OnSIP :abbr:`VoIP (voice over internet protocol)` services are only available in the **United
States** (US). OnSIP :abbr:`VoIP (voice over internet protocol)` services are widely available in
the lower-48, contiguous United States. In Alaska or Hawaii, charges for service can be higher.
Additionally, a :abbr:`US (United States)` billing address, and :abbr:`US (United States)` credit
card are required to use the service.
Before setting up an account with OnSIP, the business will need to make sure the business
telephone numbers are portable to OnSIP.
OnSIP makes every attempt to work with all telephone service providers. However, certain local or
regional guidelines may preclude the company's current provider from releasing the number.
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Introduction
============
Odoo *VoIP* can be set up to work together with `OnSIP (Odoo Landing Page)
<https://info.onsip.com/odoo/>`_. OnSIP is a VoIP provider. An account is needed with OnSIP in order
to use this service.
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Before setting up an account with OnSIP, make sure the company's home area, and the areas that will
be called, are covered by OnSIP services.
After opening an OnSIP account, follow the configuration procedure below to configure it on an Odoo
database.
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Configuration
=============
To configure the Odoo database to connect to OnSIP services, first navigate to the
:menuselection:`Apps application` from the main Odoo dashboard. Then, remove the default `Apps`
filter from the :guilabel:`Search...` bar, and search for `OnSIP`.
Next, activate the :guilabel:`VOIP OnSIP` module.
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.. image:: onsip/install-onsip.png
:align: center
:alt: View of OnSIP app in the app search results.
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Odoo VoIP setting
-----------------
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After installing the *VOIP OnSIP* module, go to the :menuselection:`Settings app`, scroll down to
the :guilabel:`Integrations` section, and locate the :guilabel:`Asterisk (VoIP)` fields. Then,
proceed to fill in those three fields with the following information:
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- :guilabel:`OnSIP Domain`: the domain that was assigned when creating an account on `OnSIP
<https://www.onsip.com/>`_.
- :guilabel:`WebSocket`: `wss://edge.sip.onsip.com`
- :guilabel:`VoIP Environment`: :guilabel:`Production`
.. image:: onsip/asterisk-setting.png
:align: center
:alt: VoIP configuration settings in Odoo Settings app.
.. tip::
To access the OnSIP domain, navigate to `OnSIP <https://www.onsip.com/>`_ and log in. Then, click
the :guilabel:`Administrators` link in the top-right of the page.
Next, in the left menu, click :guilabel:`Users`, and then select any user. By default, the
selected user opens on the :guilabel:`User Info` tab.
Click on the :guilabel:`Phone Settings` tab to reveal OnSIP configuration credentials (first
column).
.. image:: onsip/domain-setting.png
:align: center
:alt: Domain setting revealed (highlighted) on administrative panel of OnSIP management
console.
Odoo user setting
-----------------
Next, the user needs to be set up in Odoo. Every user associated with an OnSIP user **must** also be
configured in the Odoo user's settings/preferences.
To do that, navigate to :menuselection:`Settings app --> Manage Users --> Select the User`.
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On the user form, click :guilabel:`Edit` to configure the user's OnSIP account. Then, click the
:guilabel:`Preferences` tab, and scroll to the :guilabel:`VoIP Configuration` section.
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In this section, fill in the fields with OnSIP credentials.
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Fill in the following fields with the associated credentials listed below:
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- :guilabel:`Voip Username` = OnSIP :guilabel:`Username`
- :guilabel:`OnSIP Auth Username` = OnSIP :guilabel:`Auth Username`
- :guilabel:`VoIP Secret` = OnSIP :guilabel:`SIP Password`
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.. tip::
The OnSIP extension can be found in the *User* banner line above the tabs.
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When these steps are complete, navigate away from the user form in Odoo to save the configurations.
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Once saved, Odoo users can make phone calls by clicking the :guilabel:`☎️ (phone)` icon in the
top-right corner of Odoo.
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.. seealso::
Additional setup and troubleshooting steps can be found on `OnSIP's knowledge base
<https://support.onsip.com/hc/en-us>`_.
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Incoming calls
--------------
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The Odoo database also receives incoming calls that produce pop-up windows in Odoo. When those call
pop-up windows appear, click the green :guilabel:`📞 (phone)` icon to answer the call.
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To ignore the call, click the red :guilabel:`📞 (phone)` icon.
.. image:: onsip/incoming-call.png
:align: center
:alt: Incoming call shown in the Odoo VoIP widget.
.. seealso::
:doc:`voip_widget`
Troubleshooting
---------------
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Missing parameters
~~~~~~~~~~~~~~~~~~
If a *Missing Parameters* message appears in the Odoo widget, make sure to refresh the Odoo browser
window (or tab), and try again.
.. image:: onsip/onsip04.png
:align: center
:alt: Missing parameter message in the Odoo VoIP widget.
Incorrect number
~~~~~~~~~~~~~~~~
If an *Incorrect Number* message appears in the Odoo widget, make sure to use the international
format for the number. This means leading with the international country code.
A country code is a locator code that allows access to the desired country's phone system. The
country code is dialed first, prior to the target number. Each country in the world has its own
specific country code.
For example, `16505555555` (where `1` is the international prefix for the United States).
.. image:: onsip/onsip05.png
:align: center
:alt: Incorrect number message populated in the Odoo VoIP widget.
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.. seealso::
For a list of comprehensive country codes, visit: `https://countrycode.org
<https://countrycode.org>`_.
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OnSIP on mobile phone
=====================
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In order to make and receive phone calls when the user is not in front of Odoo on their computer, a
softphone app on a mobile phone can be used in parallel with Odoo *VoIP*.
This is useful for convenient, on-the-go calls, and to make sure incoming calls are heard. Any SIP
softphone will work.
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.. seealso::
- :doc:`devices_integrations`
- `OnSIP App Download <https://www.onsip.com/app/download>`_