[IMP] Livechat: Commands channel update
closes odoo/documentation#10656 Signed-off-by: Samuel Lieber (sali) <sali@odoo.com>
This commit is contained in:
parent
79828e3ea5
commit
a878b4d6c4
@ -2,9 +2,9 @@
|
||||
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
|
||||
*canned responses*. These are customized, pre-configured substitutions that allow users to replace
|
||||
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.
|
||||
|
||||
@ -14,7 +14,7 @@ throughout their conversations.
|
||||
Execute a command
|
||||
=================
|
||||
|
||||
Live chat *commands* are keywords that trigger pre-configured actions. When a live chat *operator*
|
||||
Live chat *commands* are keywords that trigger preconfigured actions. When a live chat *operator*
|
||||
is participating in a conversation with a customer or website visitor, they can execute a command by
|
||||
typing `/`, followed by the command.
|
||||
|
||||
@ -36,14 +36,9 @@ 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`
|
||||
@ -55,7 +50,7 @@ The `/helpdesk` and `/helpdesk_search` commands allow operators to both create h
|
||||
directly from a conversation, and search through existing tickets by keyword or ticket number.
|
||||
|
||||
.. important::
|
||||
The `/helpdesk` and `/helpdesk_search` commands can only be used if the *Helpdesk* app has been
|
||||
The `/helpdesk` and `/helpdesk_search` commands can only be used if the **Helpdesk** app has been
|
||||
installed, and *Live Chat* has been activated on a *Helpdesk* team. To activate :guilabel:`Live
|
||||
Chat`, go to :menuselection:`Helpdesk application --> Configuration --> Teams`, and select a
|
||||
team. Scroll to the :guilabel:`Channels` section and check the box labeled :guilabel:`Live Chat`.
|
||||
@ -85,7 +80,7 @@ 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 @@ window.
|
||||
History
|
||||
-------
|
||||
|
||||
If an operator types `/history` in the chat window, it will generate a list of the most recent pages
|
||||
the visitor has viewed on the website (up to 15).
|
||||
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 @@ the visitor has viewed on the website (up to 15).
|
||||
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
|
||||
@ -161,8 +156,8 @@ Canned responses
|
||||
================
|
||||
|
||||
*Canned responses* are customizable inputs where a *shortcut* stands in for a longer response. An
|
||||
operator will enter the shortcut, and it will automatically be replaced by the expanded
|
||||
*substitution* response in the conversation.
|
||||
operator will enter the shortcut, and it is automatically replaced by the expanded *substitution*
|
||||
response in the conversation.
|
||||
|
||||
Create canned responses
|
||||
-----------------------
|
||||
@ -177,7 +172,7 @@ to visitors in place of the shortcut. Click :guilabel:`Save`.
|
||||
|
||||
.. tip::
|
||||
Try to connect the shortcut to the topic of the substitution. The easier it is for the operators
|
||||
to remember, the easier it will be to use the canned responses in conversations.
|
||||
to remember, the easier it is to use the canned responses in conversations.
|
||||
|
||||
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