[IMP] Livechat: Commands channel update
closes odoo/documentation#10690
X-original-commit: 34ffcdfa58
Signed-off-by: Samuel Lieber (sali) <sali@odoo.com>
Signed-off-by: Jessica Rogers (jero) <jero@odoo.com>
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Commands and canned responses
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=============================
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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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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, 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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@ -42,14 +42,9 @@ entry types an operator can make is displayed.
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- Type `@username` to mention a user in the conversation. A notification will be sent to that user's
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inbox or email, depending on their notification settings.
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- Type `#channel` to mention a *Discuss* channel.
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- Type `/command` to execute a command.
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- Type `:shortcut` to insert a :ref:`canned response <live-chat/canned-responses>`.
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.. image:: responses/responses-help.png
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:align: center
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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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@ -61,10 +56,10 @@ The `/ticket` and `/search_tickets` commands allow operators to create helpdesk
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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 `/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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The `/ticket` and `/search_tickets` commands can **only** be used if the **Helpdesk** app has
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been installed, and *Live Chat* has been activated on a *Helpdesk* team. To activate *Live Chat*,
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go to :menuselection:`Helpdesk app --> Configuration --> Helpdesk Teams`, and select a team.
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Scroll to the :guilabel:`Channels` section, and check the box labeled, :guilabel:`Live Chat`.
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.. _live-chat/ticket:
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@ -89,7 +84,7 @@ 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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@ -112,8 +107,8 @@ conversation window.
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History
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-------
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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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If an operator types `/history` in the chat window, it generates a list of the most recent pages the
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visitor has viewed on the website (up to 15).
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.. image:: responses/responses-history.png
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:align: center
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@ -122,14 +117,14 @@ viewed on the website (up to fifteen pages).
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Lead
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----
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By typing `/lead` in the chat window, an operator can create a *lead* in the *CRM* application.
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By typing `/lead` in the chat window, an operator can create a *lead* in the **CRM** application.
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.. image:: responses/responses-lead.png
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:align: center
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:alt: View of the results from a /lead command in a Live Chat conversation.
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.. important::
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The `/lead` command can only be used if the *CRM* app has been installed.
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The `/lead` command can only be used if the **CRM** app has been installed.
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After typing `/lead`, create a title for this new lead, then press `Enter`. A link with the lead
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title appears. Click the link, or navigate to the :menuselection:`CRM` app to view the
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@ -160,12 +155,9 @@ end the conversation.
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Canned responses
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================
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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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*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 is automatically replaced by the expanded *substitution*
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response in the conversation.
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Create canned responses
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-----------------------
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@ -177,15 +169,8 @@ Type a shortcut command in the :guilabel:`Shortcut` field. Next, click the :guil
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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. 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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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 is to use the canned responses in conversations.
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Use canned responses in a live chat conversation
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