diff --git a/.tx/config b/.tx/config index 12b27ff1f..5dbcb5796 100644 --- a/.tx/config +++ b/.tx/config @@ -62,6 +62,11 @@ file_filter = locale//LC_MESSAGES/inventory.po source_file = locale/sources/inventory.pot source_lang = en +[odoo-11-doc.livechat] +file_filter = locale//LC_MESSAGES/livechat.po +source_file = locale/sources/livechat.pot +source_lang = en + [odoo-11-doc.manufacturing] file_filter = locale//LC_MESSAGES/manufacturing.po source_file = locale/sources/manufacturing.pot diff --git a/_static/banners/livechat.jpg b/_static/banners/livechat.jpg new file mode 100644 index 000000000..cc2e5ae30 Binary files /dev/null and b/_static/banners/livechat.jpg differ diff --git a/applications.rst b/applications.rst index f310eec73..ce8d512a4 100644 --- a/applications.rst +++ b/applications.rst @@ -17,6 +17,7 @@ Applications point_of_sale project helpdesk/helpdesk + livechat/livechat expense/expense general .. expenses diff --git a/livechat/livechat.rst b/livechat/livechat.rst new file mode 100644 index 000000000..ea482646f --- /dev/null +++ b/livechat/livechat.rst @@ -0,0 +1,137 @@ +:banner: banners/livechat.jpg + +========= +Live Chat +========= + +Chat in live with website visitors +================================== + +With Odoo Live Chat, you can establish a direct contact with your +website visitors. A simple dialog box will be available on their screen +and will allow them to get in touch with one of your sales +representatives. This way, you can easily turn prospects into potential +business opportunities. You will also be able to provide assistance to +your customers. Overall, this is the perfect tool to improve customer +satisfaction. + +Configuration +============= + +To get the Live Chat feature, open the Apps module, search for "Live +Chat" and then click on install. + +.. image:: media/live_chat01.png + :align: center + +The Live Chat module provides you a direct access to your channels. +There, operators can easily join and leave the chat. + +.. image:: media/live_chat02.png + :align: center + +Add the live chat to an Odoo website +==================================== + +If your website was created with Odoo, then the live chat is +automatically added to it. All that is left to do, is to go to +:menuselection:`Website --> Configuration --> Settings` to select the +channel to be linked to the website. + +.. image:: media/live_chat03.png + :align: center + +Add the live chat to an external website +======================================== + +If your website was not created with Odoo, go to the Live Chat module +and then select the channel to be linked. There, you can simply copy +paste the code available into your website. A specific url you can send +to customers or suppliers for them to access the live chat is also +provided. + +Hide / display the live chat according to rules +=============================================== + +Rules for the live chat can be defined on the channel form. For +instance, you can choose to display the chat in the countries you speak +the language of. On the contrary, you are able to hide the chat in +countries your company does not sell in. If you select *Auto popup*, +you can also set the length of time it takes for the chat to appear. + +.. image:: media/live_chat04.png + :align: center + +Prepare automatic messages +========================== + +On the channel form, in the *Options* section, several messages can be +typed to appear automatically on the chat. This will entice visitors to +reach you through the live chat. + +.. image:: media/live_chat05.png + :align: center + +Start chatting with customers +============================= + +In order to start chatting with customers, first make sure that the +channel is published on your website. To do so, select *Unpublished on +Website* on the top right corner of the channel form to toggle the +*Published* setting. Then, the live chat can begin once an operator +has joined the channel. + +.. image:: media/live_chat06.png + :align: center + +.. note:: + If no operator is available and/or if the channel is + unpublished on the website, then the live chat button will not appear to + visitors. + +In practice, the conversations initiated by the visitors will appear in +the Discuss module and will also pop up as a direct message. Therefore, +inquiries can be answered wherever you are in Odoo. + +If there several operators in charge of a channel, the system will +dispatch sessions randomly between them. + +Use commands +============ + +Commands are useful shortcuts for completing certain actions or to +access information you might need. To use this feature, simply type the +commands into the chat. The following actions are available : + +\*\*/help\*\* : show a helper message. + +\*\*/helpdesk\*\* : create a helpdesk ticket. + +\*\*/helpdesk\_search\*\* : search for a helpdesk ticket. + +\*\*/history\*\* : see 15 last visited pages. + +\*\*/lead\*\* : create a new lead. + +\*\*/leave\*\* : leave the channel. + +.. note:: + If a helpdesk ticket is created from the chat, then the + conversation it was generated from will automatically appear as the + description of the ticket. The same goes for the creation of a lead. + +Send canned responses +===================== + +Canned responses allow you to create substitutes to generic sentences +you frequently use. Typing a word instead of several will save you a lot +of time. To add canned responses, go to :menuselection:`LIVE CHAT --> +Configuration --> Canned Responses` and create as many as you need to. +Then, to use them during a chat, simply type ":" followed by the +shortcut you assigned. + +.. image:: media/live_chat07.png + :align: center + +You now have all of the tools needed to chat in live with your website +visitors, enjoy ! diff --git a/livechat/media/live_chat01.png b/livechat/media/live_chat01.png new file mode 100644 index 000000000..cc493f5ea Binary files /dev/null and b/livechat/media/live_chat01.png differ diff --git a/livechat/media/live_chat02.png b/livechat/media/live_chat02.png new file mode 100644 index 000000000..b9665b7e5 Binary files /dev/null and b/livechat/media/live_chat02.png differ diff --git a/livechat/media/live_chat03.png b/livechat/media/live_chat03.png new file mode 100644 index 000000000..b2a293225 Binary files /dev/null and b/livechat/media/live_chat03.png differ diff --git a/livechat/media/live_chat04.png b/livechat/media/live_chat04.png new file mode 100644 index 000000000..bf8c4daf2 Binary files /dev/null and b/livechat/media/live_chat04.png differ diff --git a/livechat/media/live_chat05.png b/livechat/media/live_chat05.png new file mode 100644 index 000000000..883c1e3cc Binary files /dev/null and b/livechat/media/live_chat05.png differ diff --git a/livechat/media/live_chat06.png b/livechat/media/live_chat06.png new file mode 100644 index 000000000..850baf524 Binary files /dev/null and b/livechat/media/live_chat06.png differ diff --git a/livechat/media/live_chat07.png b/livechat/media/live_chat07.png new file mode 100644 index 000000000..427fe0324 Binary files /dev/null and b/livechat/media/live_chat07.png differ