[IMP] Livechat: Commands channel update

closes odoo/documentation#10691

X-original-commit: 34ffcdfa58
Signed-off-by: Samuel Lieber (sali) <sali@odoo.com>
Signed-off-by: Jessica Rogers (jero) <jero@odoo.com>
This commit is contained in:
jero-odoo 2024-08-08 14:25:27 +00:00
parent f91ab96191
commit 9d02b5207c
2 changed files with 16 additions and 31 deletions

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@ -2,8 +2,8 @@
Commands and canned responses
=============================
In the Odoo *Live Chat* application, *commands* allow the user to perform specific actions both
inside the chat window, and through other Odoo applications. The *Live Chat* app also includes
In the Odoo **Live Chat** application, *commands* allow the user to perform specific actions both
inside the chat window, and through other Odoo applications. The **Live Chat** app also includes
*canned responses*. These are customized, preconfigured substitutions that allow users to replace
shortcut entries in place of longer, well-thought out responses to some of the most common questions
and comments.
@ -42,14 +42,9 @@ entry types an operator can make is displayed.
- Type `@username` to mention a user in the conversation. A notification will be sent to that user's
inbox or email, depending on their notification settings.
- Type `#channel` to mention a *Discuss* channel.
- Type `/command` to execute a command.
- Type `:shortcut` to insert a :ref:`canned response <live-chat/canned-responses>`.
.. image:: responses/responses-help.png
:align: center
:alt: View of the message generated from using the /help command in Odoo Live Chat.
.. seealso::
- :doc:`/applications/productivity/discuss`
- :doc:`/applications/productivity/discuss/team_communication`
@ -61,10 +56,10 @@ The `/ticket` and `/search_tickets` commands allow operators to create helpdesk
from a conversation, and search through existing tickets by keyword or ticket number.
.. important::
The `/ticket` and `/search_tickets` commands can **only** be used if the *Helpdesk* app has been
installed, and *Live Chat* has been activated on a *Helpdesk* team. To activate *Live Chat*, go
to :menuselection:`Helpdesk app --> Configuration --> Helpdesk Teams`, and select a team. Scroll
to the :guilabel:`Channels` section, and check the box labeled, :guilabel:`Live Chat`.
The `/ticket` and `/search_tickets` commands can **only** be used if the **Helpdesk** app has
been installed, and *Live Chat* has been activated on a *Helpdesk* team. To activate *Live Chat*,
go to :menuselection:`Helpdesk app --> Configuration --> Helpdesk Teams`, and select a team.
Scroll to the :guilabel:`Channels` section, and check the box labeled, :guilabel:`Live Chat`.
.. _live-chat/ticket:
@ -89,7 +84,7 @@ The transcript from the conversation will be added to the new ticket, under the
:guilabel:`Description` tab.
To access the new ticket, click on the link in the chat window, or go to the
:menuselection:`Helpdesk app`, and click the :guilabel:`Tickets` button on the Kanban card for the
:menuselection:`Helpdesk app` and click the :guilabel:`Tickets` button on the Kanban card for the
appropriate team.
Search for a ticket from a live chat
@ -112,8 +107,8 @@ conversation window.
History
-------
Typing `/history` in the chat window generates a list of the most recent pages the visitor has
viewed on the website (up to fifteen pages).
If an operator types `/history` in the chat window, it generates a list of the most recent pages the
visitor has viewed on the website (up to 15).
.. image:: responses/responses-history.png
:align: center
@ -122,14 +117,14 @@ viewed on the website (up to fifteen pages).
Lead
----
By typing `/lead` in the chat window, an operator can create a *lead* in the *CRM* application.
By typing `/lead` in the chat window, an operator can create a *lead* in the **CRM** application.
.. image:: responses/responses-lead.png
:align: center
:alt: View of the results from a /lead command in a Live Chat conversation.
.. important::
The `/lead` command can only be used if the *CRM* app has been installed.
The `/lead` command can only be used if the **CRM** app has been installed.
After typing `/lead`, create a title for this new lead, then press `Enter`. A link with the lead
title appears. Click the link, or navigate to the :menuselection:`CRM` app to view the
@ -160,12 +155,9 @@ end the conversation.
Canned responses
================
*Canned responses* are customizable inputs, where a typed shortcut populates a longer response. A
user enters a keyword *shortcut*, which is then automatically replaced by the expanded
*substitution* response. The shortcut is the keyword or key phrase that is to be replaced. The
substitution is the longer message that replaces the shortcut.
.. _livechat/created-canned-response:
*Canned responses* are customizable inputs where a *shortcut* stands in for a longer response. An
operator will enter the shortcut, and it is automatically replaced by the expanded *substitution*
response in the conversation.
Create canned responses
-----------------------
@ -177,15 +169,8 @@ Type a shortcut command in the :guilabel:`Shortcut` field. Next, click the :guil
field, and type the message that should replace the shortcut.
.. tip::
Try to connect the shortcut to the topic of the substitution. Not only does this make it easier
to use the responses, it prevents the list of responses from becoming disorganized and
overwhelming.
In the :guilabel:`Description` field, add any information that provides context for this response,
such as guidelines for when it should or should not be used.
The :guilabel:`Last Used` field keeps track of the date and time each response was most recently
used. This field **cannot** be edited.
Try to connect the shortcut to the topic of the substitution. The easier it is for the operators
to remember, the easier it is to use the canned responses in conversations.
Use canned responses in a live chat conversation
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