e3fee2cf46
Prior to this commit, the Odoo documentation was mainly split between
two repositories: odoo/odoo/doc and odoo/documentation-user. Some bits
of documentation were also hosted elsewhere (e.g., wiki, upgrade, ...).
This was causing several problems among which:
- The theme, config, Makefile, and similar technical resources had to
be duplicated. This resulted in inconsistent layout, features, and
build environments from one documentation to another.
- Some pages did not fit either documentation as they were relevant
for both users and developers. Some were relevant to neither of the
two (e.g., DB management).
- Cross-doc references had to be absolute links and they broke often.
- Merging large image files in the developer documentation would bloat
the odoo/odoo repository. Some contributions had to be lightened to
avoid merging too many images (e.g., Odoo development tutorials).
- Long-time contributors to the user documentation were chilly about
going through the merging process of the developer documentation
because of the runbot, mergebot, `odoo-dev` repository, etc.
- Some contributors would look for the developer documentation in the
`odoo/documentation-user` repository.
- Community issues about the user documentation were submitted on the
`odoo/odoo` repository and vice-versa.
Merging all documentations in one repository will allow us to have one
place, one theme, one work process, and one set of tools (build
environment, ...) for all of the Odoo docs.
As this is a good opportunity to revamp the layout of the documentation,
a brand new theme replaces the old one. It features a new way to
navigate the documentation, centered on the idea of always letting the
reader know what is the context (enclosing section, child pages, page
structure ...) of the page they are reading. The previous theme would
quickly confuse readers as they navigated the documentation and followed
cross-application links.
The chance is also taken to get rid of all the technical dangling parts,
performance issues, and left-overs. Except for some page-specific JS
scripts, the Odoo theme Sphinx extension is re-written from scratch
based on the latest Sphinx release to benefit from the improvements and
ease future contributions.
task-2351938
task-2352371
task-2205684
task-2352544
Closes #945
137 lines
4.4 KiB
ReStructuredText
137 lines
4.4 KiB
ReStructuredText
|
|
=========
|
|
Live Chat
|
|
=========
|
|
|
|
Chat in real time with website visitors
|
|
=======================================
|
|
|
|
With Odoo Live Chat, you can establish a direct contact with your
|
|
website visitors. A simple dialog box will be available on their screen
|
|
and will allow them to get in touch with one of your sales
|
|
representatives. This way, you can easily turn prospects into potential
|
|
business opportunities. You will also be able to provide assistance to
|
|
your customers. Overall, this is the perfect tool to improve customer
|
|
satisfaction.
|
|
|
|
Configuration
|
|
=============
|
|
|
|
To get the Live Chat feature, open the Apps module, search for "Live
|
|
Chat" and then click on install.
|
|
|
|
.. image:: media/live_chat01.png
|
|
:align: center
|
|
|
|
The Live Chat module provides you a direct access to your channels.
|
|
There, operators can easily join and leave the chat.
|
|
|
|
.. image:: media/live_chat02.png
|
|
:align: center
|
|
|
|
Add the live chat to an Odoo website
|
|
====================================
|
|
|
|
If your website was created with Odoo, then the live chat is
|
|
automatically added to it. All that is left to do, is to go to
|
|
:menuselection:`Website --> Configuration --> Settings` to select the
|
|
channel to be linked to the website.
|
|
|
|
.. image:: media/live_chat03.png
|
|
:align: center
|
|
|
|
Add the live chat to an external website
|
|
========================================
|
|
|
|
If your website was not created with Odoo, go to the Live Chat module
|
|
and then select the channel to be linked. There, you can simply copy
|
|
paste the code available into your website. A specific url you can send
|
|
to customers or suppliers for them to access the live chat is also
|
|
provided.
|
|
|
|
Hide / display the live chat according to rules
|
|
===============================================
|
|
|
|
Rules for the live chat can be defined on the channel form. For
|
|
instance, you can choose to display the chat in the countries you speak
|
|
the language of. On the contrary, you are able to hide the chat in
|
|
countries your company does not sell in. If you select *Auto popup*,
|
|
you can also set the length of time it takes for the chat to appear.
|
|
|
|
.. image:: media/live_chat04.png
|
|
:align: center
|
|
|
|
Prepare automatic messages
|
|
==========================
|
|
|
|
On the channel form, in the *Options* section, several messages can be
|
|
typed to appear automatically on the chat. This will entice visitors to
|
|
reach you through the live chat.
|
|
|
|
.. image:: media/live_chat05.png
|
|
:align: center
|
|
|
|
Start chatting with customers
|
|
=============================
|
|
|
|
In order to start chatting with customers, first make sure that the
|
|
channel is published on your website. To do so, select *Unpublished on
|
|
Website* on the top right corner of the channel form to toggle the
|
|
*Published* setting. Then, the live chat can begin once an operator
|
|
has joined the channel.
|
|
|
|
.. image:: media/live_chat06.png
|
|
:align: center
|
|
|
|
.. note::
|
|
If no operator is available and/or if the channel is
|
|
unpublished on the website, then the live chat button will not appear to
|
|
visitors.
|
|
|
|
Conversations initiated by visitors also appear in
|
|
the Discuss module in addition to popping up as a direct message. Therefore,
|
|
inquiries can be answered wherever you are in Odoo.
|
|
|
|
If there are several operators who have all joined a channel, the system will
|
|
dispatch visitor sessions randomly between them.
|
|
|
|
Use commands
|
|
============
|
|
|
|
Commands are useful shortcuts for completing certain actions or to
|
|
access information you might need. To use this feature, simply type the
|
|
commands into the chat. The following actions are available :
|
|
|
|
**/help** : show a helper message.
|
|
|
|
**/helpdesk** : create a helpdesk ticket.
|
|
|
|
**/helpdesk\_search** : search for a helpdesk ticket.
|
|
|
|
**/history** : see 15 last visited pages.
|
|
|
|
**/lead** : create a new lead.
|
|
|
|
**/leave** : leave the channel.
|
|
|
|
.. note::
|
|
If a helpdesk ticket is created from the chat, then the
|
|
conversation it was generated from will automatically appear as the
|
|
description of the ticket. The same goes for the creation of a lead.
|
|
|
|
Send canned responses
|
|
=====================
|
|
|
|
Canned responses allow you to create substitutes to generic sentences
|
|
you frequently use. Typing a word instead of several will save you a lot
|
|
of time. To add canned responses, go to :menuselection:`LIVE CHAT -->
|
|
Configuration --> Canned Responses` and create as many as you need to.
|
|
Then, to use them during a chat, simply type ":" followed by the
|
|
shortcut you assigned.
|
|
|
|
.. image:: media/live_chat07.png
|
|
:align: center
|
|
|
|
You now have all of the tools needed to chat in live with your website
|
|
visitors, enjoy !
|