[IMP] Livechat: Commands channel update

closes odoo/documentation#10656

Signed-off-by: Samuel Lieber (sali) <sali@odoo.com>
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jero-odoo 2024-08-08 10:25:27 -04:00
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@ -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
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