[IMP] Live Chat: Canned responses
closes odoo/documentation#9937 Signed-off-by: Jessica Rogers (jero) <jero@odoo.com> Co-authored-by: Felicia Kuan <feku@odoo.com> Co-authored-by: Felicia Kuan <feku@odoo.com> Co-authored-by: ksc-odoo <73958186+ksc-odoo@users.noreply.github.com> Co-authored-by: Sam Lieber (sali) <36018073+samueljlieber@users.noreply.github.com>
@ -4,7 +4,7 @@ Commands and canned responses
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In the Odoo *Live Chat* application, *commands* allow the user to perform specific actions both
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inside the chat window, and through other Odoo applications. The *Live Chat* app also includes
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*canned responses*. These are customized, pre-configured substitutions that allow users to replace
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*canned responses*. These are customized, preconfigured substitutions that allow users to replace
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shortcut entries in place of longer, well-thought out responses to some of the most common questions
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and comments.
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@ -14,17 +14,23 @@ throughout their conversations.
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Execute a command
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=================
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Live chat *commands* are keywords that trigger pre-configured actions. When a live chat *operator*
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Live chat *commands* are keywords that trigger preconfigured actions. When a live chat *operator*
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is participating in a conversation with a customer or website visitor, they can execute a command by
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typing `/`, followed by the command.
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Commands, and the resulting actions, are only visible in the conversation window for the live chat
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operator. A customer will not see any commands that an operator uses in a conversation from their
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operator. A customer does not see any commands that an operator uses in a conversation from their
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view of the chat.
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.. image:: responses/responses-ticket-link.png
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:align: center
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:alt: View of the chat window with a helpdesk ticket created in Odoo Live Chat.
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.. example::
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During a conversation with a customer, a live chat operator executes the command to :ref:`create
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a ticket <live-chat/ticket>`. After entering the command, `/ticket`, the system automatically
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creates a ticket with the information from the conversation. It also includes a link to the new
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ticket, so the operator can go there directly to add any additional information, if necessary.
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.. image:: responses/responses-ticket-link.png
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:align: center
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:alt: View of the chat window with a helpdesk ticket created in Odoo Live Chat.
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More information about each available command can be found below.
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@ -45,32 +51,30 @@ entry types an operator can make is displayed.
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:alt: View of the message generated from using the /help command in Odoo Live Chat.
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.. seealso::
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- :doc:`/applications/productivity/discuss`
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- :doc:`/applications/productivity/discuss/team_communication`
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- :doc:`/applications/productivity/discuss`
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- :doc:`/applications/productivity/discuss/team_communication`
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Helpdesk & Helpdesk search
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--------------------------
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Ticket & search tickets
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-----------------------
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The `/helpdesk` and `/helpdesk_search` commands allow operators to both create helpdesk tickets
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directly from a conversation, and search through existing tickets by keyword or ticket number.
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The `/ticket` and `/search_tickets` commands allow operators to create helpdesk tickets directly
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from a conversation, and search through existing tickets by keyword or ticket number.
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.. important::
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The `/helpdesk` and `/helpdesk_search` commands can only be used if the *Helpdesk* app has been
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installed, and *Live Chat* has been activated on a *Helpdesk* team. To activate :guilabel:`Live
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Chat`, go to :menuselection:`Helpdesk application --> Configuration --> Teams`, and select a
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team. Scroll to the :guilabel:`Channels` section and check the box labeled :guilabel:`Live Chat`.
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The `/ticket` and `/search_tickets` commands can **only** be used if the *Helpdesk* app has been
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installed, and *Live Chat* has been activated on a *Helpdesk* team. To activate *Live Chat*, go
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to :menuselection:`Helpdesk app --> Configuration --> Helpdesk Teams`, and select a team. Scroll
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to the :guilabel:`Channels` section, and check the box labeled, :guilabel:`Live Chat`.
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.. _live-chat/ticket:
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Create a ticket from a live chat
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~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
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If an operator types `/helpdesk` in the chat window, the conversation is used to create a *Helpdesk*
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If an operator types `/ticket` in the chat window, the conversation is used to create a *Helpdesk*
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ticket.
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.. important::
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In version 16.3, the command to create a new ticket is `/ticket`. This only applies to databases
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running version 16.3.
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After entering the `/helpdesk` command, type a title for the ticket into the chat window, then press
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After entering the `/ticket` command, type a title for the ticket into the chat window, then press
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`Enter`.
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.. image:: responses/helpdesk.png
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@ -85,22 +89,18 @@ The transcript from the conversation will be added to the new ticket, under the
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:guilabel:`Description` tab.
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To access the new ticket, click on the link in the chat window, or go to the
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:menuselection:`Helpdesk app` and click the :guilabel:`Tickets` button on the kanban card for the
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:menuselection:`Helpdesk app`, and click the :guilabel:`Tickets` button on the Kanban card for the
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appropriate team.
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Search for a ticket from a live chat
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~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
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If an operator types `/helpdesk_search` in the chat window, they can search through *Helpdesk*
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tickets by ticket number or keyword.
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If an operator types `/search_tickets` in the chat window, they can search through *Helpdesk*
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tickets, either by ticket number or keyword.
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.. important::
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In version 16.3, the command to search through *Helpdesk* tickets is `/search_tickets`. This only
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applies to databases running version 16.3.
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After entering the `/helpdesk_search` command, type a keyword or ticket number, then press `Enter`.
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If one or more related tickets are found, a list of links will be generated in the conversation
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window.
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After entering the `/search_tickets` command, type a keyword or ticket number, then press
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:kbd:`Enter`. If one or more related tickets are found, a list of links is generated in the
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conversation window.
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.. image:: responses/helpdesk-search.png
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:align: center
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@ -112,8 +112,8 @@ window.
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History
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-------
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If an operator types `/history` in the chat window, it will generate a list of the most recent pages
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the visitor has viewed on the website (up to 15).
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Typing `/history` in the chat window generates a list of the most recent pages the visitor has
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viewed on the website (up to fifteen pages).
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.. image:: responses/responses-history.png
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:align: center
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@ -160,9 +160,12 @@ end the conversation.
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Canned responses
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================
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*Canned responses* are customizable inputs where a *shortcut* stands in for a longer response. An
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operator will enter the shortcut, and it will automatically be replaced by the expanded
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*substitution* response in the conversation.
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*Canned responses* are customizable inputs, where a typed shortcut populates a longer response. A
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user enters a keyword *shortcut*, which is then automatically replaced by the expanded
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*substitution* response. The shortcut is the keyword or key phrase that is to be replaced. The
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substitution is the longer message that replaces the shortcut.
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.. _livechat/created-canned-response:
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Create canned responses
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-----------------------
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@ -170,14 +173,19 @@ Create canned responses
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To create a new canned response, go to :menuselection:`Live Chat app --> Configuration --> Canned
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Responses --> New`.
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From here, type the shortcut command into the :guilabel:`Shortcut` field.
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Then, click into the :guilabel:`Substitution` field, and enter the custom message that will be sent
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to visitors in place of the shortcut. Click :guilabel:`Save`.
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Type a shortcut command in the :guilabel:`Shortcut` field. Next, click the :guilabel:`Substitution`
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field, and type the message that should replace the shortcut.
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.. tip::
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Try to connect the shortcut to the topic of the substitution. The easier it is for the operators
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to remember, the easier it will be to use the canned responses in conversations.
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Try to connect the shortcut to the topic of the substitution. Not only does this make it easier
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to use the responses, it prevents the list of responses from becoming disorganized and
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overwhelming.
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In the :guilabel:`Description` field, add any information that provides context for this response,
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such as guidelines for when it should or should not be used.
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The :guilabel:`Last Used` field keeps track of the date and time each response was most recently
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used. This field **cannot** be edited.
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Use canned responses in a live chat conversation
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------------------------------------------------
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