[IMP] Helpdesk: receiving tickets
closes odoo/documentation#11688
X-original-commit: 5dea50eef0
Signed-off-by: Samuel Lieber (sali) <sali@odoo.com>
Signed-off-by: Jessica Rogers (jero) <jero@odoo.com>
@ -2,8 +2,8 @@
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Receiving tickets
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Receiving tickets
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=================
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=================
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Odoo *Helpdesk* offers multiple channels where customers can reach out for assistance, such as
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Odoo's **Helpdesk** app offers multiple channels where customers can reach out for assistance, such
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email, live chat, and through a website's submission form. The variety of these contact options
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as email, live chat, and through a website's submission form. The variety of these contact options
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provides customers with multiple opportunities to receive support quickly while also allowing the
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provides customers with multiple opportunities to receive support quickly while also allowing the
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support team to manage multi-channel support tickets from one central location.
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support team to manage multi-channel support tickets from one central location.
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@ -31,29 +31,28 @@ The *Email Alias* setting creates tickets from messages sent to that team's spec
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The following steps are for **Odoo Online** and **Odoo.sh** databases. For **On-premise**
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The following steps are for **Odoo Online** and **Odoo.sh** databases. For **On-premise**
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databases, external servers are required for email aliases.
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databases, external servers are required for email aliases.
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When a new *Helpdesk* team is created, an email alias is created for it. This alias can be changed
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When a new **Helpdesk** team is created, an email alias is created for it. This alias can be changed
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on the team's settings page.
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on the team's settings page.
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To change a *Helpdesk* team's email alias, navigate to :menuselection:`Helpdesk app -->
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To change a **Helpdesk** team's email alias, navigate to :menuselection:`Helpdesk app -->
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Configuration --> Helpdesk Teams`, and click on a team name to open its settings page.
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Configuration --> Helpdesk Teams`, and click on a team name to open its settings page.
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Then, scroll to :menuselection:`Channels --> Email Alias`. In the :guilabel:`Alias` field, type the
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Then, scroll to :menuselection:`Channels --> Email Alias`. In the :guilabel:`Alias` field, type the
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desired name for the team's email alias.
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desired name for the team's email alias.
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.. image:: receiving_tickets/receiving-tickets-email-alias.png
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.. image:: receiving_tickets/receiving-tickets-email-alias.png
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:align: center
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:alt: View of the settings page of a Helpdesk team emphasizing the email alias feature in Odoo
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:alt: View of the settings page of a Helpdesk team emphasizing the email alias feature in Odoo
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Helpdesk.
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Helpdesk.
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.. note::
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.. note::
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Custom email domains are **not** required in order to use an email alias, however, they can be
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Custom email domains are **not** required in order to use an email alias, however, they can be
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configured through the *Settings* app.
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configured through the **Settings** app.
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If the database does not have a custom domain already configured, click :guilabel:`Set an Alias
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If the database does not have a custom domain already configured, click :guilabel:`Set an Alias
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Domain` to be redirected to the :guilabel:`Settings` page. From there, enable :guilabel:`Custom
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Domain` to be redirected to the :guilabel:`Settings` page. From there, enable :guilabel:`Custom
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Email Servers`.
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Email Servers`.
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When an email is received, the subject line becomes the title of a new *Helpdesk* ticket. The body
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When an email is received, the subject line becomes the title of a new **Helpdesk** ticket. The body
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of the email is also added to the ticket, under the :guilabel:`Description` tab, and in the ticket's
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of the email is also added to the ticket, under the :guilabel:`Description` tab, and in the ticket's
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chatter.
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chatter.
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@ -62,11 +61,11 @@ chatter.
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Live Chat
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Live Chat
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---------
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---------
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The *Live Chat* feature lets website visitors connect directly with a support agent or chatbot.
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The **Live Chat** feature lets website visitors connect directly with a support agent or chatbot.
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*Helpdesk* tickets can be instantly created during these conversations using the :doc:`response
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**Helpdesk** tickets can be instantly created during these conversations using the :doc:`response
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command </applications/websites/livechat/responses>` `/ticket`.
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command </applications/websites/livechat/responses>` `/ticket`.
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To enable *Live Chat*, navigate to the :menuselection:`Helpdesk app --> Configuration --> Helpdesk
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To enable **Live Chat**, navigate to the :menuselection:`Helpdesk app --> Configuration --> Helpdesk
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Teams` list view, select a team, and on the team's settings page, click the checkbox next to
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Teams` list view, select a team, and on the team's settings page, click the checkbox next to
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:guilabel:`Live Chat`, under the :guilabel:`Channels` section.
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:guilabel:`Live Chat`, under the :guilabel:`Channels` section.
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@ -75,21 +74,21 @@ Teams` list view, select a team, and on the team's settings page, click the chec
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the database, the page may need to be saved manually and refreshed before any further steps can
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the database, the page may need to be saved manually and refreshed before any further steps can
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be taken.
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be taken.
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After the :guilabel:`Live Chat` setting is enabled on a *Helpdesk* team, a new *Live Chat* channel
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After the :guilabel:`Live Chat` setting is enabled on a **Helpdesk** team, a new **Live Chat**
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is created. Click on :guilabel:`Configure Live Chat Channel` to update the channel's settings.
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channel is created. Click on :guilabel:`Configure Live Chat Channel` to update the channel's
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settings.
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Live Chat channel configuration
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Live Chat channel configuration
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~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
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~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
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On the channel's settings page, :guilabel:`Channel Name` can be edited, though, Odoo names the
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On the channel's settings page, :guilabel:`Channel Name` can be edited, though, Odoo names the
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channel to match the *Helpdesk* team name, by default.
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channel to match the **Helpdesk** team name, by default.
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.. example::
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.. example::
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If a *Helpdesk* team is named `Customer Care`, a *Live Chat* channel is created called `Customer
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If a **Helpdesk** team is named `Customer Care`, a **Live Chat** channel is created called
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Care`.
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`Customer Care`.
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.. image:: receiving_tickets/receiving-tickets-live-chat-new-channel.png
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.. image:: receiving_tickets/receiving-tickets-live-chat-new-channel.png
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:align: center
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:alt: View of the Kanban cards for the available Live Chat channels.
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:alt: View of the Kanban cards for the available Live Chat channels.
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On the channel form, navigate through the tabs to complete the setup.
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On the channel form, navigate through the tabs to complete the setup.
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@ -102,7 +101,6 @@ user who created the live chat channel is added by default.
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To add additional users, click on the :guilabel:`Operators` tab, then click :guilabel:`Add`.
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To add additional users, click on the :guilabel:`Operators` tab, then click :guilabel:`Add`.
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Click the checkbox next to the users to be added on the :guilabel:`Add: Operators` pop-up window
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Click the checkbox next to the users to be added on the :guilabel:`Add: Operators` pop-up window
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that appears, then click :guilabel:`Select`.
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that appears, then click :guilabel:`Select`.
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@ -123,10 +121,9 @@ or by using one of the buttons located at the bottom of the form, such as :guila
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.. tip::
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.. tip::
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Users can add themselves as an operator by clicking the :guilabel:`Join Channel` button on a
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Users can add themselves as an operator by clicking the :guilabel:`Join Channel` button on a
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*Live Chat* channel.
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**Live Chat** channel.
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.. image:: receiving_tickets/receiving-tickets-join-live-chat.png
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.. image:: receiving_tickets/receiving-tickets-join-live-chat.png
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:align: center
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:alt: View of a live chat channel Kanban card with the join button emphasized.
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:alt: View of a live chat channel Kanban card with the join button emphasized.
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Options tab
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Options tab
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@ -135,25 +132,24 @@ Options tab
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The :guilabel:`Options` tab contains the visual and text settings for the live chat window.
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The :guilabel:`Options` tab contains the visual and text settings for the live chat window.
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.. image:: receiving_tickets/receiving-tickets-options-tab.png
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.. image:: receiving_tickets/receiving-tickets-options-tab.png
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:align: center
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:alt: View of the options tab of a Live Chat channel's settings.
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:alt: View of the options tab of a Live Chat channel's settings.
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- :guilabel:`Notification Text`: this field updates the greeting displayed in the text bubble when
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- :guilabel:`Notification Text`: This field updates the greeting displayed in the text bubble when
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the live chat button appears on the website.
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the live chat button appears on the website.
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- :guilabel:`Livechat Button Color`: this field alters the color of the live chat button as it
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- :guilabel:`Livechat Button Color`: This field alters the color of the live chat button as it
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appears on the website. To change the color, click on a color bubble to open the color selection
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appears on the website. To change the color, click on a color bubble to open the color selection
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window, then click and drag the circle along the color gradient. Click out of the selection window
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window, then click and drag the circle along the color gradient. Click out of the selection window
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once complete. Click the refresh icon to the right of the color bubbles to reset the colors to the
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once complete. Click the refresh icon to the right of the color bubbles to reset the colors to the
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default selection.
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default selection.
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- :guilabel:`Show`: the chat button displays on the selected page.
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- :guilabel:`Show`: The chat button displays on the selected page.
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- :guilabel:`Show with notification`: the chat button is displayed, with the addition of the
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- :guilabel:`Show with notification`: The chat button is displayed, with the addition of the
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:guilabel:`Notification text` from the :guilabel:`Options` tab.
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:guilabel:`Notification text` from the :guilabel:`Options` tab.
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- :guilabel:`Open automatically`: the chat button is displayed, and automatically opens the chat
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- :guilabel:`Open automatically`: The chat button is displayed, and automatically opens the chat
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window after a designated amount of time. The amount of time is designated in the :guilabel:`Open
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window after a designated amount of time. The amount of time is designated in the :guilabel:`Open
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automatically timer` field, which appears only when this display option is selected.
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automatically timer` field, which appears only when this display option is selected.
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- :guilabel:`Hide`: the chat button is hidden from display on the webpage.
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- :guilabel:`Hide`: The chat button is hidden from display on the webpage.
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.. tip::
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.. tip::
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Color selection, for the button or header, can be made manually, or through RGB, HSL, or HEX code
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Color selection, for the button or header, can be made manually, or through RGB, HSL, or HEX code
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@ -178,16 +174,16 @@ appears.
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Choose how the *Live Chat Button* displays on the webpage.
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Choose how the *Live Chat Button* displays on the webpage.
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- :guilabel:`Show`: the chat button displays on the selected page.
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- :guilabel:`Show`: The chat button displays on the selected page.
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- :guilabel:`Show with notification`: the chat button is displayed, with the addition of the
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- :guilabel:`Show with notification`: The chat button is displayed, with the addition of the
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:guilabel:`Notification text` from the :guilabel:`Options` tab.
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:guilabel:`Notification text` from the :guilabel:`Options` tab.
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- :guilabel:`Open automatically`: the chat button is displayed, and automatically opens the chat
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- :guilabel:`Open automatically`: The chat button is displayed, and automatically opens the chat
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window after a designated amount of time. The amount of time is designated in the :guilabel:`Open
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window after a designated amount of time. The amount of time is designated in the :guilabel:`Open
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automatically timer` field, which appears only when this display option is selected.
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automatically timer` field, which appears only when this display option is selected.
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- :guilabel:`Hide`: the chat button is hidden from display on the webpage.
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- :guilabel:`Hide`: The chat button is hidden from display on the webpage.
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To include a :guilabel:`Chatbot` on this channel, select it from the drop-down menu. If the chatbot
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To include a :guilabel:`Chatbot` on this channel, select it from the drop-down menu. If the chatbot
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should only be active when no operators are available, check the box labeled :guilabel:`Enabled only
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should only be active when no operators are available, check the box labeled :guilabel:`Enabled only
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@ -213,7 +209,6 @@ If this channel should only be available to users in specific countries, add tho
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visitors.
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visitors.
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.. image:: receiving_tickets/receiving-tickets-channel-rules.png
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.. image:: receiving_tickets/receiving-tickets-channel-rules.png
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:align: center
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:alt: View of the Kanban cards for the available Live Chat channels.
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:alt: View of the Kanban cards for the available Live Chat channels.
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Widget tab
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Widget tab
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@ -246,7 +241,7 @@ window. The transcript from the conversation is added to the new ticket, under t
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:guilabel:`Description` tab.
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:guilabel:`Description` tab.
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.. tip::
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.. tip::
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*Helpdesk* tickets can also be created through the :doc:`WhatsApp
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**Helpdesk** tickets can also be created through the :doc:`WhatsApp
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</applications/productivity/whatsapp>` app using the same `/ticket` command.
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</applications/productivity/whatsapp>` app using the same `/ticket` command.
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.. _helpdesk/receiving_tickets/website-form:
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.. _helpdesk/receiving_tickets/website-form:
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@ -279,7 +274,6 @@ automatically by Odoo.
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submission form.
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submission form.
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.. image:: receiving_tickets/receiving-tickets-go-to-website.png
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.. image:: receiving_tickets/receiving-tickets-go-to-website.png
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:align: center
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:alt: View of the settings page of a helpdesk team emphasizing the Go to Website button in
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:alt: View of the settings page of a helpdesk team emphasizing the Go to Website button in
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Odoo Helpdesk.
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Odoo Helpdesk.
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@ -329,7 +323,6 @@ All tickets include a :guilabel:`Priority` field. The highest priority tickets a
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the Kanban and list views.
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the Kanban and list views.
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.. image:: receiving_tickets/receiving-tickets-priority.png
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.. image:: receiving_tickets/receiving-tickets-priority.png
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:align: center
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:alt: View of a team's Kanban view and the prioritized tasks in Odoo Helpdesk.
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:alt: View of a team's Kanban view and the prioritized tasks in Odoo Helpdesk.
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The priority levels are represented by stars:
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The priority levels are represented by stars:
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