83 lines
3.1 KiB
ReStructuredText
83 lines
3.1 KiB
ReStructuredText
==========================
|
||
Get Started with Live Chat
|
||
==========================
|
||
|
||
Live Chat has the highest satisfaction rating of any communication tool. It allows fast responses
|
||
and it is accessible and convenient, as your customers can keep doing what they are doing while
|
||
interacting with you. Remember: your customers want to talk to you, so let's make it easy.
|
||
|
||
Set up
|
||
======
|
||
|
||
Once *Live Chat* is installed on your database, if your website was created with Odoo, the
|
||
application is automatically added to it. All that is left to do is to go to
|
||
:menuselection:`Website --> Configuration --> Settings --> Live Chat`.
|
||
|
||
.. image:: media/livechat_settings.png
|
||
:align: center
|
||
:height: 300
|
||
:alt: View of the settings page and the live chat feature for Odoo Live Chat
|
||
|
||
Select the channel to be linked to your website or create one on the fly.
|
||
|
||
.. image:: media/channels.png
|
||
:align: center
|
||
:alt: View of a live chat channel form for Odoo Live Chat
|
||
|
||
| For both scenarios, under:
|
||
| - **Operators**: add agents to respond to the chat requests. Add as many as you like, and keep in
|
||
mind that operators that do not show any activity in Odoo for more than 30min are considered
|
||
disconnected.
|
||
| - **Options**: set the default text to be shown on the live chat button; an automated welcome
|
||
message to be seen by visitors when a conversation is initiated, and the text that prompts the
|
||
user to initiate a chat.
|
||
| - **Channel Rules**: choose an action for a given URL, and/or per country. In the example below,
|
||
the chat window automatically pops-up 3 seconds after users (from any country) land on the
|
||
contact us page.
|
||
|
||
.. image:: media/rules.png
|
||
:align: center
|
||
:alt: View of a channel’s rules form for Odoo Live Chat
|
||
|
||
.. note::
|
||
GeoIP, which refers to the process of finding a computer terminal’s geographical location by its
|
||
IP address, must be installed on your server. Otherwise, under *Channel Rules*, countries are
|
||
not taken into account.
|
||
|
||
External options
|
||
----------------
|
||
|
||
| If your website was not created with Odoo, you can find the code to be added to your own, under
|
||
the *Widget* tab.
|
||
| Odoo also offers an URL you can send to users so they can have access to a single live chat page.
|
||
|
||
.. image:: media/widget.png
|
||
:align: center
|
||
:alt: View of the widget tab for Odoo Live Chat
|
||
|
||
Managing chat requests
|
||
======================
|
||
|
||
Conversations initiated by visitors pop up as a direct message, and are shown in *Discuss*.
|
||
Therefore, inquiries can be answered wherever you are in Odoo.
|
||
|
||
.. image:: media/discuss.png
|
||
:align: center
|
||
:alt: View of the discuss application with a message sent through live chat in Odoo
|
||
|
||
.. note::
|
||
Conversations are dispatched based on the current workload of the online operators.
|
||
|
||
Leave or join a channel
|
||
=======================
|
||
|
||
Go to :menuselection:`Website --> Configuration --> Settings`, access your channel under
|
||
*Live Chat*, and *Join Channel* or *Leave Channel*.
|
||
|
||
.. image:: media/joinchannel.png
|
||
:align: center
|
||
:alt: View of a channel form and the option to join a channel for Odoo Live Chat
|
||
|
||
.. seealso::
|
||
- :doc:`ratings`
|
||
- :doc:`responses` |