diff --git a/content/applications/websites/livechat.rst b/content/applications/websites/livechat.rst index ed8f7d05c..738a8bc73 100644 --- a/content/applications/websites/livechat.rst +++ b/content/applications/websites/livechat.rst @@ -5,16 +5,16 @@ 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. +Chat**, leads can be qualified for their sales potential, support questions can be answered in real +time, 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: -- Go to :menuselection:`Apps application`, search `Live Chat`, and click :guilabel:`Install`. +- Go to the :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. @@ -23,7 +23,6 @@ The **Live Chat** application can be installed multiple ways: :guilabel:`Save`. .. image:: livechat/enable-setting.png - :align: center :alt: View of the settings page and the live chat feature for Odoo Live Chat. .. note:: @@ -32,18 +31,17 @@ The **Live Chat** application can be installed multiple ways: Create live chat channels ========================= -To create a new live chat *Channel*, go to :menuselection:`Main Odoo Dashboard --> Live Chat app --> -New`. This opens a blank channel detail form. Enter the name of the new channel in the +To create a new live chat *Channel*, go to the :menuselection:`Live Chat app`. Then, click +:guilabel:`New` to open a blank channel detail form. Enter the name of the new channel in the :guilabel:`Channel Name` field. -.. image:: livechat/open-channel.png - :align: center - :alt: View of a live chat channel form for Odoo Live Chat. - To configure the remaining tabs on the channel detail form (:ref:`Operators `, :ref:`Options `, :ref:`Channel Rules `, and :ref:`Widget `), follow the steps below. +.. image:: livechat/open-channel.png + :alt: View of a live chat channel form for Odoo Live Chat. + .. tip:: The channel detail form for any channel can be accessed by navigating back to the :guilabel:`Website Live Chat Channels` dashboard, via the breadcrumbs. Find the Kanban card for @@ -61,16 +59,15 @@ user is added as an operator in a live chat channel, they can receive chats from wherever they are in the database. Chat windows open in the bottom-right corner of the screen. .. image:: livechat/pop-up.png - :align: center - :alt: View of a live chat pop up window in an Odoo database. + :alt: A live chat pop-up window in an Odoo database. On the channel detail form, click the :guilabel:`Operators` tab. The user who originally created the live chat channel has been added as an operator by default. .. note:: Current operators can be edited, or removed, by clicking on their respective boxes in the - :guilabel:`Operators` tab, which reveals a separate :guilabel:`Open: Operators` modal. In that - modal, adjust any information, as needed. Then, click :guilabel:`Save`, or click + :guilabel:`Operators` tab, which reveals a separate :guilabel:`Open: Operators` pop-up. In that + pop-up, 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` pop-up window. @@ -103,10 +100,6 @@ Livechat button The *Livechat Button* is the icon that appears in the bottom-right corner of the website. -.. image:: livechat/chat-button.png - :align: center - :alt: View of an Odoo website emphasizing the livechat button. - Change the text in the :guilabel:`Notification text` field to update the greeting displayed in the text bubble when the live chat button appears on the website. @@ -122,11 +115,20 @@ colors to the default selection. the color bubbles are clicked. Different options are available, depending on the operating system. -Livechat Window +.. example:: + With the following settings, the live chat button appears on the website as shown: + + - :guilabel:`Notification text`: "Have a Question? Chat with us." + - :guilabel:`Livechat Button Color`: set to purple + + .. image:: livechat/chat-button.png + :alt: View of an Odoo website emphasizing the livechat button. + +Livechat window ~~~~~~~~~~~~~~~ -The *Livechat Window* is the space where the live chat conversation with website visitors takes -place. +The :guilabel:`Livechat Window` is the space where the live chat conversation with website visitors +takes place. Edit the :guilabel:`Welcome Message` to change the message a visitor sees when they open a new chat session. This message appears as though it is sent by a live chat operator, and acts as both a @@ -140,7 +142,7 @@ Color` can be changed following the same steps as the :ref:`Livechat button `. .. figure:: livechat/chat-window.png - :align: center + :alt: The live chat window with a purple channel header and placeholder text. The live chat window with a purple channel header and placeholder text that reads, "Say Something..." @@ -157,7 +159,6 @@ To create a new channel rule, click :guilabel:`Add a line`. This opens the :guil pop-up window. .. image:: livechat/create-rules.png - :align: center :alt: View of a channel's rules form for Odoo Live Chat. Create new rules @@ -196,8 +197,8 @@ Fill out the fields on the :guilabel:`Create Rules` pop-up window as instructed :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. + 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. @@ -224,8 +225,9 @@ Fill out the fields on the :guilabel:`Create Rules` pop-up window as instructed Widget tab ---------- -The :guilabel:`Widget` tab on the live chat channel detail form provides the code for a website -widget. This code can be added to a website to provide access to a live chat window. +The :guilabel:`Widget` tab on the live chat channel detail form provides an embeddable code snippet +for external, non-Odoo websites. This code can be added to a website to provide access to a live +chat window. .. tip:: The live chat widget can be added to websites created through Odoo by navigating to @@ -233,15 +235,15 @@ widget. This code can be added to a website to provide access to a live chat win :menuselection:`Email & Marketing` section. In the :guilabel:`Channel` field, select the channel to add to the site. Click :guilabel:`Save` to apply. -To add the widget to a website created on a third-party platform, click the first :guilabel:`COPY` -button on the :guilabel:`Widget` tab, and paste the code into the `` tag on the site. +To add the widget to a website created on a third-party platform, click the first +:icon:`fa-clipboard` :guilabel:`(copy)` icon on the :guilabel:`Widget` tab, and paste the code into +the `` tag on the site. -Likewise, to send a live chat session to a customer, click the second :guilabel:`COPY` button on the -:guilabel:`Widget` tab. This link can be sent directly to a customer. When they click the link, they -are redirected to a new chat window. +Likewise, to send a live chat session to a customer, click the second :icon:`fa-clipboard` +:guilabel:`(copy)` icon on the :guilabel:`Widget` tab. This link can be sent directly to a customer. +When they click the link, they are redirected to a new chat window. .. image:: livechat/widget-code.png - :align: center :alt: View of the widget tab for Odoo Live Chat. .. seealso:: diff --git a/content/applications/websites/livechat/chat-window.png b/content/applications/websites/livechat/chat-window.png index 272b5276f..b0b576a3c 100644 Binary files a/content/applications/websites/livechat/chat-window.png and b/content/applications/websites/livechat/chat-window.png differ diff --git a/content/applications/websites/livechat/enable-setting.png b/content/applications/websites/livechat/enable-setting.png index 544eb2187..714532430 100644 Binary files a/content/applications/websites/livechat/enable-setting.png and b/content/applications/websites/livechat/enable-setting.png differ diff --git a/content/applications/websites/livechat/open-channel.png b/content/applications/websites/livechat/open-channel.png index 59191b551..52eb51cf9 100644 Binary files a/content/applications/websites/livechat/open-channel.png and b/content/applications/websites/livechat/open-channel.png differ diff --git a/content/applications/websites/livechat/pop-up.png b/content/applications/websites/livechat/pop-up.png index 81111b59b..cccd834a8 100644 Binary files a/content/applications/websites/livechat/pop-up.png and b/content/applications/websites/livechat/pop-up.png differ diff --git a/content/applications/websites/livechat/widget-code.png b/content/applications/websites/livechat/widget-code.png index 6d6c87c9a..9976ce7c2 100644 Binary files a/content/applications/websites/livechat/widget-code.png and b/content/applications/websites/livechat/widget-code.png differ