[ADD] helpdesk: doc about channels options (#646)
This commit is contained in:
parent
8a7e5999b8
commit
be61cc7bea
@ -6,4 +6,5 @@ Overview
|
||||
:titlesonly:
|
||||
|
||||
overview/getting_started
|
||||
overview/sla
|
||||
overview/sla
|
||||
overview/receiving_ticketsgit
|
||||
|
BIN
helpdesk/overview/media/channels_emailalias.png
Normal file
BIN
helpdesk/overview/media/channels_emailalias.png
Normal file
Binary file not shown.
After Width: | Height: | Size: 26 KiB |
BIN
helpdesk/overview/media/channels_options.png
Normal file
BIN
helpdesk/overview/media/channels_options.png
Normal file
Binary file not shown.
After Width: | Height: | Size: 27 KiB |
BIN
helpdesk/overview/media/go_to_website.png
Normal file
BIN
helpdesk/overview/media/go_to_website.png
Normal file
Binary file not shown.
After Width: | Height: | Size: 21 KiB |
BIN
helpdesk/overview/media/kanban_view_prioritize.png
Normal file
BIN
helpdesk/overview/media/kanban_view_prioritize.png
Normal file
Binary file not shown.
After Width: | Height: | Size: 26 KiB |
BIN
helpdesk/overview/media/live_chat.png
Normal file
BIN
helpdesk/overview/media/live_chat.png
Normal file
Binary file not shown.
After Width: | Height: | Size: 36 KiB |
BIN
helpdesk/overview/media/submit_a_ticket_form.png
Normal file
BIN
helpdesk/overview/media/submit_a_ticket_form.png
Normal file
Binary file not shown.
After Width: | Height: | Size: 15 KiB |
88
helpdesk/overview/receiving_tickets.rst
Normal file
88
helpdesk/overview/receiving_tickets.rst
Normal file
@ -0,0 +1,88 @@
|
||||
=======================
|
||||
Start Receiving Tickets
|
||||
=======================
|
||||
|
||||
Offering a variety of channels from where your customers can contact you grants them flexibility
|
||||
and the right to choose the best one for themselves. And, in order to make sure inquiries across
|
||||
all channels get addressed, it is essential to have a solution where all interactions come in one
|
||||
place.
|
||||
|
||||
Channels options to submit tickets
|
||||
==================================
|
||||
|
||||
Go to :menuselection:`Helpdesk --> Configuration --> Helpdesk Teams`, and enable the following
|
||||
features as you want them to be available to your users.
|
||||
|
||||
.. image:: media/channels_options.png
|
||||
:align: center
|
||||
:alt: View of a helpdesk teams setting page emphasizing the channels options in Odoo Helpdesk
|
||||
|
||||
Email Alias
|
||||
-----------
|
||||
|
||||
| Let your customers submit tickets by sending an email to your support email address. The subject
|
||||
line of the email becomes the title of the ticket and the content is shown in the Chatter.
|
||||
| Select *Configure domain name* to be redirected to *Settings* and, from there, enable *External
|
||||
Email Servers* to determine or change your *Alias Domain*.
|
||||
|
||||
.. image:: media/channels_emailalias.png
|
||||
:align: center
|
||||
:height: 250
|
||||
:alt: View of the settings page of a helpdesk team emphasizing the email alias feature
|
||||
in Odoo Helpdesk
|
||||
|
||||
.. note::
|
||||
Using your own email server is required to send and receive emails in Odoo Community and
|
||||
Enterprise. Online users benefit from a ready-to-use email server.
|
||||
|
||||
Website Form
|
||||
------------
|
||||
|
||||
| Allow your customers to submit a ticket by filling in a form through your website.
|
||||
| Once the feature is activated, get redirected to your website by clicking on *Go to Website*.
|
||||
|
||||
.. image:: media/go_to_website.png
|
||||
:align: center
|
||||
:alt: View of the settings page of a helpdesk team emphasizing the Go to Website button in
|
||||
Odoo Helpdesk
|
||||
|
||||
From the website page customize the form as you like. Then, publish it by clicking on *Unpublished*.
|
||||
|
||||
.. image:: media/submit_a_ticket_form.png
|
||||
:align: center
|
||||
:alt: View of the website form to submit a ticket for Odoo Helpdesk
|
||||
|
||||
Live Chat
|
||||
---------
|
||||
|
||||
| Through live interactions with your website visitors, helpdesk tickets can be instantly created
|
||||
and redirected to the right person.
|
||||
| Click on your helpdesk team's name - for the example below: *Customer Care* -
|
||||
and :doc:`set up your channel <../../livechat/overview/get_started>`.
|
||||
|
||||
.. image:: media/live_chat.png
|
||||
:align: center
|
||||
:alt: View of the settings page of a helpdesk team emphasizing the live chat features and links
|
||||
in Odoo Helpdesk
|
||||
|
||||
Now, your operators can create tickets by using the
|
||||
:doc:`command <../../livechat/overview/responses>` */helpdesk (subject_of_ticket)*.
|
||||
|
||||
Prioritize tickets
|
||||
==================
|
||||
|
||||
Use the stars to prioritize your tickets. The most urgent ones appear at the top of your list on
|
||||
the Kanban view.
|
||||
|
||||
- 1 star = *Low priority*
|
||||
- 2 stars = *High priority*
|
||||
- 3 stars = *Urgent*
|
||||
|
||||
.. image:: media/kanban_view_prioritize.png
|
||||
:align: center
|
||||
:height: 330
|
||||
:alt: View of a team’s kanban view and the prioritized tasks in Odoo Helpdesk
|
||||
|
||||
.. seealso::
|
||||
- :doc:`../../discuss/email_servers`
|
||||
|
Loading…
Reference in New Issue
Block a user