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[IMP] Livechat: URL Regex clarification

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closes odoo/documentation#10697

X-original-commit: d0e5631f63
Signed-off-by: Samuel Lieber (sali) <sali@odoo.com>
Signed-off-by: Jessica Rogers (jero) <jero@odoo.com>
Co-authored-by: ksc-odoo <73958186+ksc-odoo@users.noreply.github.com>
This commit is contained in:
jero-odoo 2024-08-08 15:08:27 +00:00
parent 21a13dfc1a
commit f91ab96191
1 changed files with 31 additions and 26 deletions
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57
content/applications/websites/livechat.rst
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@ -4,17 +4,17 @@
Live Chat
=========
Odoo *Live Chat* allows users to communicate with website visitors in real-time. With *Live Chat*,
leads can be qualified for their sales potential, support questions can be answered quickly, and
issues can be directed to the appropriate team for further investigation or follow up. *Live Chat*
also provides the opportunity for instant feedback from customers.
Odoo **Live Chat** allows users to communicate with website visitors in real-time. With **Live
Chat**, leads can be qualified for their sales potential, support questions can be answered quickly,
and issues can be directed to the appropriate team for further investigation or follow up. **Live
Chat** also provides the opportunity for instant feedback from customers.
Enable Live Chat
================
The *Live Chat* application can be installed multiple ways:
The **Live Chat** application can be installed multiple ways:
- Go to :menuselection:`Apps application --> Live Chat` and click :guilabel:`Install`.
- Go to :menuselection:`Apps application`, search `Live Chat`, and click :guilabel:`Install`.
- Go to the :menuselection:`Helpdesk app --> Configuration --> Helpdesk Teams` list view, select a
team, and on the team's settings page, click the checkbox next to :guilabel:`Live Chat`, under the
:guilabel:`Channels` section.
@ -27,7 +27,7 @@ The *Live Chat* application can be installed multiple ways:
:alt: View of the settings page and the live chat feature for Odoo Live Chat.
.. note::
After the *Live Chat* application is installed, a live chat *Channel* is created by default.
After the **Live Chat** application is installed, a live chat *Channel* is created, by default.
Create live chat channels
=========================
@ -73,14 +73,14 @@ live chat channel has been added as an operator by default.
modal, adjust any information, as needed. Then, click :guilabel:`Save`, or click
:guilabel:`Remove` to remove that operator from the channel.
Click :guilabel:`Add` to reveal an :guilabel:`Add: Operators` modal.
Click :guilabel:`Add` to reveal an :guilabel:`Add: Operators` pop-up window.
In the modal, scroll to find the desired users, or enter their name in the :guilabel:`Search...`
bar. Then, click the checkbox next to the users to be added, and click :guilabel:`Select`.
In the pop-up window, scroll to find the desired users, or enter their name in the search bar. Then,
tick the checkbox next to the users to be added, and click :guilabel:`Select`.
New operators can be created and added to the list directly from this modal, as well, by clicking
:guilabel:`New`, and filling out the :guilabel:`Create Operators` form. When the form is complete,
click :guilabel:`Save & Close`, or :guilabel:`Save & New` for multiple record creations.
New operators can be created and added to the list directly from this pop-up window, as well, by
clicking :guilabel:`New`, and filling out the :guilabel:`Create Operators` form. When the form is
complete, click :guilabel:`Save & Close`, or :guilabel:`Save & New` for multiple record creations.
.. danger::
Creating a new user can impact the status of an Odoo subscription, as the total number of users
@ -101,7 +101,7 @@ settings for the live chat window.
Livechat button
~~~~~~~~~~~~~~~
The *Livechat Button* is the icon that appears in the bottom corner of the website.
The *Livechat Button* is the icon that appears in the bottom-right corner of the website.
.. image:: livechat/chat-button.png
:align: center
@ -122,7 +122,7 @@ colors to the default selection.
the color bubbles are clicked. Different options are available, depending on the operating
system.
Livechat window
Livechat Window
~~~~~~~~~~~~~~~
The *Livechat Window* is the space where the live chat conversation with website visitors takes
@ -150,12 +150,11 @@ Color` can be changed following the same steps as the :ref:`Livechat button
Channel Rules tab
-----------------
The :guilabel:`Channel Rules` tab on the live chat channel detail form determines when the live chat
window opens on the website, by configuring when a :guilabel:`URL Regex` action is triggered, such
as a page visit.
To configure which website user actions open the live chat window, go to the :guilabel:`Channel
Rules` tab on the live chat channel detail form.
To create a new channel rule, click :guilabel:`Add a line`. This opens the :guilabel:`Create Rules`
modal.
pop-up window.
.. image:: livechat/create-rules.png
:align: center
@ -164,22 +163,22 @@ modal.
Create new rules
~~~~~~~~~~~~~~~~
Fill out the fields on the :guilabel:`Create Rules` modal, as instructed below. Then, click
Fill out the fields on the :guilabel:`Create Rules` pop-up window as instructed below, then click
:guilabel:`Save & Close`.
.. tabs::
.. tab:: Live Chat Button
The *Live Chat Button* is the icon that appears in the bottom corner of the website. Select
from one of the following display options:
The *Livechat Button* is the icon that appears in the bottom-right corner of the website.
Select from one of the following display options:
- :guilabel:`Show`: displays the chat button on the page.
- :guilabel:`Show with notification`: displays the chat button, as well as a floating text
bubble next to the button.
- :guilabel:`Open automatically`: displays the button and automatically opens the chat window
- :guilabel:`Open automatically`: displays the button, and automatically opens the chat window
after a specified amount of time (designated in the :guilabel:`Open automatically timer`
field, which is revealed when selecting this option).
field, that appears when this option is selected).
- :guilabel:`Hide`: hides the chat button on the page.
.. tab:: Chatbot
@ -197,6 +196,12 @@ Fill out the fields on the :guilabel:`Create Rules` modal, as instructed below.
:guilabel:`URL Regex` field, input the relative URL of the page where the chat button should
appear.
For example, to apply the rule to the URL, `https://mydatabse.odoo.com/shop`, enter `/shop`
to the :guilabel:`URL Regex` field.
To apply the rule to *all* pages on the database, enter `/` in the :guilabel:`URL Regex`
field.
.. tab:: Open automatically timer
This field designates the amount of time (in seconds) a page should be open before the chat
@ -205,8 +210,8 @@ Fill out the fields on the :guilabel:`Create Rules` modal, as instructed below.
.. tab:: Country
If this channel should only be available to site visitors in specific countries, add them to
the :guilabel:`Country` field. If this field is left blank, the channel is available to all
If this channel should **only** be available to site visitors in specific countries, add them
to the :guilabel:`Country` field. If this field is left blank, the channel is available to all
site visitors, regardless of location.
.. note::