[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>
This commit is contained in:
parent
da0255e2be
commit
9f0c5a8f9b
@ -2,8 +2,8 @@
|
|||||||
Commands and canned responses
|
Commands and canned responses
|
||||||
=============================
|
=============================
|
||||||
|
|
||||||
In the Odoo *Live Chat* application, *commands* allow the user to perform specific actions both
|
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
|
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
|
*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
|
shortcut entries in place of longer, well-thought out responses to some of the most common questions
|
||||||
and comments.
|
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
|
- 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.
|
inbox or email, depending on their notification settings.
|
||||||
- Type `#channel` to mention a *Discuss* channel.
|
|
||||||
- Type `/command` to execute a command.
|
- Type `/command` to execute a command.
|
||||||
- Type `:shortcut` to insert a :ref:`canned response <live-chat/canned-responses>`.
|
- 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::
|
.. seealso::
|
||||||
- :doc:`/applications/productivity/discuss`
|
- :doc:`/applications/productivity/discuss`
|
||||||
- :doc:`/applications/productivity/discuss/team_communication`
|
- :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.
|
from a conversation, and search through existing tickets by keyword or ticket number.
|
||||||
|
|
||||||
.. important::
|
.. important::
|
||||||
The `/ticket` and `/search_tickets` commands can **only** be used if the *Helpdesk* app has been
|
The `/ticket` and `/search_tickets` commands can **only** be used if the **Helpdesk** app has
|
||||||
installed, and *Live Chat* has been activated on a *Helpdesk* team. To activate *Live Chat*, go
|
been installed, and *Live Chat* has been activated on a *Helpdesk* team. To activate *Live Chat*,
|
||||||
to :menuselection:`Helpdesk app --> Configuration --> Helpdesk Teams`, and select a team. Scroll
|
go to :menuselection:`Helpdesk app --> Configuration --> Helpdesk Teams`, and select a team.
|
||||||
to the :guilabel:`Channels` section, and check the box labeled, :guilabel:`Live Chat`.
|
Scroll to the :guilabel:`Channels` section, and check the box labeled, :guilabel:`Live Chat`.
|
||||||
|
|
||||||
.. _live-chat/ticket:
|
.. _live-chat/ticket:
|
||||||
|
|
||||||
@ -89,7 +84,7 @@ The transcript from the conversation will be added to the new ticket, under the
|
|||||||
:guilabel:`Description` tab.
|
:guilabel:`Description` tab.
|
||||||
|
|
||||||
To access the new ticket, click on the link in the chat window, or go to the
|
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.
|
appropriate team.
|
||||||
|
|
||||||
Search for a ticket from a live chat
|
Search for a ticket from a live chat
|
||||||
@ -112,8 +107,8 @@ conversation window.
|
|||||||
History
|
History
|
||||||
-------
|
-------
|
||||||
|
|
||||||
Typing `/history` in the chat window generates a list of the most recent pages the visitor has
|
If an operator types `/history` in the chat window, it generates a list of the most recent pages the
|
||||||
viewed on the website (up to fifteen pages).
|
visitor has viewed on the website (up to 15).
|
||||||
|
|
||||||
.. image:: responses/responses-history.png
|
.. image:: responses/responses-history.png
|
||||||
:align: center
|
:align: center
|
||||||
@ -122,14 +117,14 @@ viewed on the website (up to fifteen pages).
|
|||||||
Lead
|
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
|
.. image:: responses/responses-lead.png
|
||||||
:align: center
|
:align: center
|
||||||
:alt: View of the results from a /lead command in a Live Chat conversation.
|
:alt: View of the results from a /lead command in a Live Chat conversation.
|
||||||
|
|
||||||
.. important::
|
.. 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
|
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
|
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
|
||||||
================
|
================
|
||||||
|
|
||||||
*Canned responses* are customizable inputs, where a typed shortcut populates a longer response. A
|
*Canned responses* are customizable inputs where a *shortcut* stands in for a longer response. An
|
||||||
user enters a keyword *shortcut*, which is then automatically replaced by the expanded
|
operator will enter the shortcut, and it is automatically replaced by the expanded *substitution*
|
||||||
*substitution* response. The shortcut is the keyword or key phrase that is to be replaced. The
|
response in the conversation.
|
||||||
substitution is the longer message that replaces the shortcut.
|
|
||||||
|
|
||||||
.. _livechat/created-canned-response:
|
|
||||||
|
|
||||||
Create canned responses
|
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.
|
field, and type the message that should replace the shortcut.
|
||||||
|
|
||||||
.. tip::
|
.. tip::
|
||||||
Try to connect the shortcut to the topic of the substitution. Not only does this make it easier
|
Try to connect the shortcut to the topic of the substitution. The easier it is for the operators
|
||||||
to use the responses, it prevents the list of responses from becoming disorganized and
|
to remember, the easier it is to use the canned responses in conversations.
|
||||||
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.
|
|
||||||
|
|
||||||
Use canned responses in a live chat conversation
|
Use canned responses in a live chat conversation
|
||||||
------------------------------------------------
|
------------------------------------------------
|
||||||
|
Binary file not shown.
Before Width: | Height: | Size: 6.4 KiB |
Loading…
Reference in New Issue
Block a user