[MOV] live chat: structure

task-3269837

closes odoo/documentation#4124

Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
This commit is contained in:
Jonathan Castillo (jcs) 2023-04-11 10:12:28 +00:00
parent 180963cd89
commit 1685449f61
20 changed files with 83 additions and 104 deletions

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@ -120,7 +120,7 @@ Live Chat
The *Live Chat* feature allows website visitors to connect directly with a support agent or chatbot.
During these conversations, *Helpdesk* tickets can be instantly created by using the
:doc:`response command </applications/websites/livechat/overview/responses>` `/helpdesk`.
:doc:`response command </applications/websites/livechat/responses>` `/helpdesk`.
To enable *Live Chat*, navigate to the :menuselection:`Configuration --> Teams` list view, select a
team, and on the :guilabel:`Teams` settings page, click the check box next to :guilabel:`Live Chat`,
@ -259,7 +259,7 @@ Create a support ticket from a live chat session
Once live chat is enabled, operators will be able to communicate with site visitors in real time.
During the conversation, an operator can use the shortcut :doc:`command
</applications/websites/livechat/overview/responses>` `/helpdesk` to create a ticket without leaving
</applications/websites/livechat/responses>` `/helpdesk` to create a ticket without leaving
the chat window. The transcript from the conversation will be added to the new ticket, under the
:guilabel:`Description` tab.
@ -290,4 +290,4 @@ appropriate number of stars on the kanban card, or on the ticket.
.. seealso::
- :doc:`/applications/services/helpdesk/advanced/close_tickets`
- :doc:`/applications/general/email_communication/email_servers`
- :doc:`/applications/websites/livechat/overview/get_started`
- :doc:`/applications/websites/livechat`

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@ -32,9 +32,9 @@ A chatbot is available and can simulate a human-like conversation with website v
messages in a chat box.
.. seealso::
- :doc:`../../livechat/overview/get_started`
- :doc:`../../livechat/overview/ratings`
- :doc:`../../livechat/overview/responses`
- :doc:`../../livechat`
- :doc:`../../livechat/ratings`
- :doc:`../../livechat/responses`
.. _contact-form:

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@ -1,16 +1,87 @@
:nosearch:
:show-content:
:hide-page-toc:
:show-toc:
=========
Live Chat
=========
Live Chat has the highest satisfaction rating of any communication tool. It allows fast responses
and it is accessible and convenient, as your customers can keep doing what they are doing while
interacting with you. Remember: your customers want to talk to you, so let's make it easy.
.. seealso::
- `Live Chat: product page <https://www.odoo.com/app/live-chat>`_
- :doc:`livechat/ratings`
- :doc:`livechat/responses`
Set up
======
Once *Live Chat* is installed on your database, if your website was created with Odoo, the
application is automatically added to it. All that is left to do is to go to
:menuselection:`Website --> Configuration --> Settings --> Live Chat`.
.. image:: livechat/livechat_settings.png
:height: 300
:alt: View of the settings page and the live chat feature for Odoo Live Chat
Select the channel to be linked to your website or create one on the fly.
.. image:: livechat/channels.png
:alt: View of a live chat channel form for Odoo Live Chat
| For both scenarios, under:
| - **Operators**: add agents to respond to the chat requests. Add as many as you like, and keep in
mind that operators that do not show any activity in Odoo for more than 30min are considered
disconnected.
| - **Options**: set the default text to be shown on the live chat button; an automated welcome
message to be seen by visitors when a conversation is initiated, and the text that prompts the
user to initiate a chat.
| - **Channel Rules**: choose an action for a given URL, and/or per country. In the example below,
the chat window automatically pops-up 3 seconds after users (from any country) land on the
contact us page.
.. image:: livechat/rules.png
:alt: View of a channels rules form for Odoo Live Chat
.. note::
GeoIP, which refers to the process of finding a computer terminals geographical location by its
IP address, must be installed on your server. Otherwise, under *Channel Rules*, countries are
not taken into account.
External options
----------------
| If your website was not created with Odoo, you can find the code to be added to your own, under
the *Widget* tab.
| Odoo also offers an URL you can send to users so they can have access to a single live chat page.
.. image:: livechat/widget.png
:alt: View of the widget tab for Odoo Live Chat
Managing chat requests
======================
Conversations initiated by visitors pop up as a direct message, and are shown in *Discuss*.
Therefore, inquiries can be answered wherever you are in Odoo.
.. image:: livechat/discuss.png
:alt: View of the discuss application with a message sent through live chat in Odoo
.. note::
Conversations are dispatched based on the current workload of the online operators.
Leave or join a channel
=======================
Go to :menuselection:`Website --> Configuration --> Settings`, access your channel under
*Live Chat*, and *Join Channel* or *Leave Channel*.
.. image:: livechat/joinchannel.png
:alt: View of a channel form and the option to join a channel for Odoo Live Chat
.. toctree::
:titlesonly:
livechat/overview
livechat/ratings
livechat/responses

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:nosearch:
========
Overview
========
.. toctree::
:titlesonly:
overview/get_started
overview/ratings
overview/responses

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

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@ -51,6 +51,9 @@ applications/sales/sales/advanced/portal.rst applications/general/users/portal.r
# applications/websites
applications/websites/livechat/overview/get_started.rst applications/websites/livechat.rst # livechat/overview/get_started -> livechat
applications/websites/livechat/overview/ratings.rst applications/websites/livechat/ratings.rst # overview/* -> *
applications/websites/livechat/overview/responses.rst applications/websites/livechat/responses.rst # overview/* -> *
applications/websites/website/optimize/google_analytics.rst applications/websites/website/reporting/google_analytics.rst # optimize/* -> reporting/*
applications/websites/website/optimize/google_analytics_dashboard.rst applications/websites/website/reporting/google_analytics_dashboard.rst # optimize/* -> reporting/*
applications/websites/website/optimize/link_tracker.rst applications/websites/website/reporting/link_tracker.rst # optimize/* -> reporting/*