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.
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VIdeo Chapters
00:00 – Introduction
00:46 – How to Enable Live Chat
01:39 – How to Generate Livechat Channel and How to Set Customer Rating
11:20 – How to Get Reports in Livechat
13:25 – How to Get the Feedback in Livechat
14:05 – How to Create and Use Canned Responses and Chatbot
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 Website ‣ Configuration ‣ Settings ‣ Live Chat.
Select the channel to be linked to your website or create one on the fly.
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.
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.
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.
Leave or join a channel
Go to Website ‣ Configuration ‣ Settings, access your channel under Live Chat, and Join Channel or Leave Channel.
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