[IMP] Livechat: Basics updates
closes odoo/documentation#12891 Signed-off-by: Samuel Lieber (sali) <sali@odoo.com> Co-authored-by: Zaz Linkous <ZazLinkous@gmail.com>
@@ -5,16 +5,16 @@ Live Chat
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=========
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Odoo **Live Chat** allows users to communicate with website visitors in real-time. With **Live
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Chat**, leads can be qualified for their sales potential, support questions can be answered quickly,
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and issues can be directed to the appropriate team for further investigation or follow up. **Live
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Chat** also provides the opportunity for instant feedback from customers.
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Chat**, leads can be qualified for their sales potential, support questions can be answered in real
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time, and issues can be directed to the appropriate team for further investigation or follow up.
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**Live Chat** also provides the opportunity for instant feedback from customers.
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Enable Live Chat
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================
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The **Live Chat** application can be installed multiple ways:
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- Go to :menuselection:`Apps application`, search `Live Chat`, and click :guilabel:`Install`.
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- Go to the :menuselection:`Apps application`, search `Live Chat`, and click :guilabel:`Install`.
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- Go to the :menuselection:`Helpdesk app --> Configuration --> Helpdesk Teams` list view, select a
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team, and on the team's settings page, click the checkbox next to :guilabel:`Live Chat`, under the
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:guilabel:`Channels` section.
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@@ -23,7 +23,6 @@ The **Live Chat** application can be installed multiple ways:
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:guilabel:`Save`.
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.. image:: livechat/enable-setting.png
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:align: center
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:alt: View of the settings page and the live chat feature for Odoo Live Chat.
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.. note::
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@@ -32,18 +31,17 @@ The **Live Chat** application can be installed multiple ways:
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Create live chat channels
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=========================
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To create a new live chat *Channel*, go to :menuselection:`Main Odoo Dashboard --> Live Chat app -->
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New`. This opens a blank channel detail form. Enter the name of the new channel in the
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To create a new live chat *Channel*, go to the :menuselection:`Live Chat app`. Then, click
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:guilabel:`New` to open a blank channel detail form. Enter the name of the new channel in the
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:guilabel:`Channel Name` field.
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.. image:: livechat/open-channel.png
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:align: center
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:alt: View of a live chat channel form for Odoo Live Chat.
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To configure the remaining tabs on the channel detail form (:ref:`Operators
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<livechat/operators-tab>`, :ref:`Options <livechat/options-tab>`, :ref:`Channel Rules
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<livechat/channel-rules-tab>`, and :ref:`Widget <livechat/widget-tab>`), follow the steps below.
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.. image:: livechat/open-channel.png
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:alt: View of a live chat channel form for Odoo Live Chat.
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.. tip::
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The channel detail form for any channel can be accessed by navigating back to the
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:guilabel:`Website Live Chat Channels` dashboard, via the breadcrumbs. Find the Kanban card for
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@@ -61,16 +59,15 @@ user is added as an operator in a live chat channel, they can receive chats from
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wherever they are in the database. Chat windows open in the bottom-right corner of the screen.
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.. image:: livechat/pop-up.png
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:align: center
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:alt: View of a live chat pop up window in an Odoo database.
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:alt: A live chat pop-up window in an Odoo database.
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On the channel detail form, click the :guilabel:`Operators` tab. The user who originally created the
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live chat channel has been added as an operator by default.
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.. note::
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Current operators can be edited, or removed, by clicking on their respective boxes in the
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:guilabel:`Operators` tab, which reveals a separate :guilabel:`Open: Operators` modal. In that
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modal, adjust any information, as needed. Then, click :guilabel:`Save`, or click
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:guilabel:`Operators` tab, which reveals a separate :guilabel:`Open: Operators` pop-up. In that
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pop-up, adjust any information, as needed. Then, click :guilabel:`Save`, or click
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:guilabel:`Remove` to remove that operator from the channel.
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Click :guilabel:`Add` to reveal an :guilabel:`Add: Operators` pop-up window.
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@@ -103,10 +100,6 @@ Livechat button
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The *Livechat Button* is the icon that appears in the bottom-right corner of the website.
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.. image:: livechat/chat-button.png
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:align: center
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:alt: View of an Odoo website emphasizing the livechat button.
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Change the text in the :guilabel:`Notification text` field to update the greeting displayed in the
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text bubble when the live chat button appears on the website.
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@@ -122,11 +115,20 @@ colors to the default selection.
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the color bubbles are clicked. Different options are available, depending on the operating
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system.
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Livechat Window
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.. example::
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With the following settings, the live chat button appears on the website as shown:
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- :guilabel:`Notification text`: "Have a Question? Chat with us."
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- :guilabel:`Livechat Button Color`: set to purple
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.. image:: livechat/chat-button.png
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:alt: View of an Odoo website emphasizing the livechat button.
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Livechat window
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~~~~~~~~~~~~~~~
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The *Livechat Window* is the space where the live chat conversation with website visitors takes
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place.
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The :guilabel:`Livechat Window` is the space where the live chat conversation with website visitors
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takes place.
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Edit the :guilabel:`Welcome Message` to change the message a visitor sees when they open a new chat
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session. This message appears as though it is sent by a live chat operator, and acts as both a
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@@ -140,7 +142,7 @@ Color` can be changed following the same steps as the :ref:`Livechat button
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<livechat/livechat-button>`.
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.. figure:: livechat/chat-window.png
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:align: center
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:alt: The live chat window with a purple channel header and placeholder text.
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The live chat window with a purple channel header and placeholder text that reads, "Say
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Something..."
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@@ -157,7 +159,6 @@ To create a new channel rule, click :guilabel:`Add a line`. This opens the :guil
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pop-up window.
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.. image:: livechat/create-rules.png
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:align: center
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:alt: View of a channel's rules form for Odoo Live Chat.
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Create new rules
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@@ -196,8 +197,8 @@ Fill out the fields on the :guilabel:`Create Rules` pop-up window as instructed
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:guilabel:`URL Regex` field, input the relative URL of the page where the chat button should
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appear.
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For example, to apply the rule to the URL, `https://mydatabse.odoo.com/shop`, enter `/shop`
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to the :guilabel:`URL Regex` field.
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For example, to apply the rule to the URL, `https://mydatabse.odoo.com/shop`, enter `/shop` to
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the :guilabel:`URL Regex` field.
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To apply the rule to *all* pages on the database, enter `/` in the :guilabel:`URL Regex`
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field.
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@@ -224,8 +225,9 @@ Fill out the fields on the :guilabel:`Create Rules` pop-up window as instructed
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Widget tab
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----------
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The :guilabel:`Widget` tab on the live chat channel detail form provides the code for a website
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widget. This code can be added to a website to provide access to a live chat window.
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The :guilabel:`Widget` tab on the live chat channel detail form provides an embeddable code snippet
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for external, non-Odoo websites. This code can be added to a website to provide access to a live
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chat window.
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.. tip::
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The live chat widget can be added to websites created through Odoo by navigating to
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@@ -233,15 +235,15 @@ widget. This code can be added to a website to provide access to a live chat win
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:menuselection:`Email & Marketing` section. In the :guilabel:`Channel` field, select the channel
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to add to the site. Click :guilabel:`Save` to apply.
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To add the widget to a website created on a third-party platform, click the first :guilabel:`COPY`
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button on the :guilabel:`Widget` tab, and paste the code into the `<head>` tag on the site.
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To add the widget to a website created on a third-party platform, click the first
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:icon:`fa-clipboard` :guilabel:`(copy)` icon on the :guilabel:`Widget` tab, and paste the code into
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the `<head>` tag on the site.
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Likewise, to send a live chat session to a customer, click the second :guilabel:`COPY` button on the
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:guilabel:`Widget` tab. This link can be sent directly to a customer. When they click the link, they
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are redirected to a new chat window.
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Likewise, to send a live chat session to a customer, click the second :icon:`fa-clipboard`
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:guilabel:`(copy)` icon on the :guilabel:`Widget` tab. This link can be sent directly to a customer.
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When they click the link, they are redirected to a new chat window.
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.. image:: livechat/widget-code.png
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:align: center
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:alt: View of the widget tab for Odoo Live Chat.
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.. seealso::
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