Compare commits

...

1 Commits

Author SHA1 Message Date
Jess Rogers (jero)
4fe54fdb79 [REF] helpdesk: restructure 2024-01-24 13:45:45 -05:00

View File

@@ -7,6 +7,72 @@
Helpdesk
========
*Odoo Helpdesk* is a customer support ticketing application. Tickets submitted by customers through
the available channels are assigned to the appropriate team and pipeline.
.. cards::
.. card:: Getting started
:target: helpdesk/overview/getting_started
:tag: teams, stages, assignment
:large:
Basic steps to create a Helpdesk team, configure visibility settings, enable automatic
assignment, and create pipeline stages.
.. card:: Service Level Agreements (SLA)
:target: helpdesk/overview/sla
:tag: sla
Steps to create and implement Service Level agreements.
.. card:: Start receiving tickets
:target: helpdesk/overview/receiving_tickets
:tag: channels, live chat, website forms, email alias
:large:
Overview of the multi-channel options available for customers to submit tickets, and
instructions for setup.
.. card:: Help Center
:target: helpdesk/overview/help_center
:tag: help center, knowledge, elearning, forum
:large:
Setup and configuration of the Help Center.
.. card:: Reporting
:target: helpdesk/overview/reports
:tag: performance analysis
Tracking trends in performance and identifying areas for improvement.
.. card:: Customer Ratings
:target: helpdesk/overview/ratings
:tag: customer ratings, performance
How to automatically request and track customer ratings on tickets.
.. card:: After-Sales services
:target: helpdesk/overview/receiving_tickets
:tag: returns, repairs, field service, coupons, refunds
:large:
Enabling and working with the after-sales services on a Helpdesk team.
.. card:: Closing tickets
:target: helpdesk/advanced/close_tickets
:tag: inactive tickets, closing
The various ways to close tickets once they have been solved.
.. card:: Track and bill time
:target: helpdesk/advanced/track_and_bill
:tag: time tracking, time billing
:large:
How to invoice customers for support services.
.. seealso::
- `Odoo Tutorials: Helpdesk <https://www.odoo.com/slides/helpdesk-51>`_