[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>
This commit is contained in:
jero-odoo
2025-04-14 11:38:45 -04:00
parent f7ce1b3bd5
commit 0b28ed5b81
6 changed files with 36 additions and 34 deletions

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@@ -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
<livechat/operators-tab>`, :ref:`Options <livechat/options-tab>`, :ref:`Channel Rules
<livechat/channel-rules-tab>`, and :ref:`Widget <livechat/widget-tab>`), 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
<livechat/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 `<head>` 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 `<head>` 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::

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