VoIP widget — Odoo master documentation

Install the VoIP module¶

To use VoIP, it must first be installed.

Once the module is installed, a (VoIP) icon will appear at the top of the screen. This is where phone calls are made from within Odoo. When this icon is clicked, a VoIP pop-up widget appears on the screen, and is where emails can be sent, user and employee info can be edited, and activities can be managed. While this pop-up widget is open, the user can navigate through their Odoo apps.

Sign up for a VoIP service provider¶

While VoIP setup is minimal in Odoo, all mapping happens in the external VoIP service provider. Two verified providers are OnSIP and Axivox. If these providers cannot be used, an alternate provider must meet these requirements to connect with Odoo:

VoIP host must provide access to a SIP server via a websocket connection
VoIP host must support WebRTC protocol

To add the credentials for the alternate provider, go to the Settings app and search for VoIP. In the Integrations section under VoIP, click Manage Providers. And then, click New and enter the requested information (like the websocket’s URL). Note that the OnSIP Domain field is where the domain created by the alternate provider goes.

If any issues with the VoIP service provider are encountered, then reach out to their support team. If any issues when setting up the VoIP service provider are encountered in Odoo, then follow the relevant troubleshooting steps.

Warning

Odoo cannot verify that every alternate provider is compatible with Odoo’s systems. However, if the above requirements are met, then no issues should be found.

Make a phone call with VoIP¶

One of the primary purposes of VoIP is to make phone calls without needing a phone. Here are the three ways to make a phone call in the Odoo database:

Click the (VoIP) icon, located in the top-right of the navigation bar. Then, enter the phone number to be called by clicking the (keyboard) icon, and then entering the phone number to be called.
- To return to the widget’s home page, click the (keyboard) icon again.
Click the (VoIP) icon, located in the top-right of the navigation bar. Then, click the (phone) icon to redial the last called contact.
Click the (VoIP) icon, located in the top-right of the navigation bar. Then, search for a specific contact’s name or go to the Contacts tab. Then, select the contact and click the (phone) icon.

When receiving calls in Odoo, the VoIP widget rings, and displays a notification. To close the widget, click the (close) icon in the upper-right of the widget’s screen.

Note

The VoIP number is the one provided by Axivox. It can be accessed by navigating to https://manage.axivox.com/. After logging into the portal, go to Users ‣ Outgoing number (column).

Send an email through the VoIP widget¶

While phone calls are handled through the VoIP widget, emails can also be sent through it. This is helpful for sending follow-up emails to the call participants, emailing a question to a coworker, or reminding a vendor to send over some components during a check-in call.

To send an email through the VoIP widget, click the (VoIP) icon, located in the top navigation bar. When this is clicked, the VoIP widget will appear in the bottom-right corner of the page. Then, search for a contact to email or find them in the Contacts tab of the VoIP widget. Next, click the (envelope) icon, and then select the email recipients, enter the email’s subject line, and write the email. When it is ready to be sent, click Send. To schedule an email to send later, click the (dropdown) icon next to Send, click Send Later, pick the scheduled time, and click Schedule.

Recent tab¶

Under the Recent tab of the VoIP widget, the call history for the user is available. This includes incoming and outgoing calls. Any number can be clicked to begin a call.

Next activities tab¶

Under the Next Activities tab of the VoIP widget, a user can see any activities assigned to them, and which ones are due to be completed for the day.

Click an activity from this tab to perform any of these actions to prepare for and complete (found under the Documents heading):

(envelope): send an email to a contact (e.g., coworkers or clients)
(user): shows the contact information for this contact
(documents): shows the attached record in Odoo (like sales orders)
(Activities): schedule an activity

When viewing the activity, the user can also manage the activity’s details and status:

(check): marks the activity as complete
(edit): edits the activity (like its due date)
(close): cancels the activity

To call the customer related to a scheduled activity, click the (phone) icon. Click the (keyboard) icon to dial another number.

Contacts tab¶

Under the Contacts tab of the VoIP widget, a user can access a contact in the Contacts app.

Any contact that has a saved phone number can be called by clicking into the contact from the VoIP widget’s Contacts tab.

A search feature is also available at the top of the widget, represented by a (search) icon. Use this tool to find a specific contact. Scheduled activities will not appear as search results.

Missing parameter¶

If a Missing Parameter error message appears in the Odoo VoIP widget, refresh the Odoo window, and try again.

Incorrect number¶

If an Incorrect Number error message appears in the Odoo VoIP widget, make sure to use the international format, leading with the (plus), followed by the international country code (e.g., +16506913277, where +1 is the international prefix for the United States.)

The websocket connection with the server has been lost¶

If a The websocket connection with the server has been lost. Please try to refresh the page. error message appears in the Odoo VoIP widget, then refresh the page close other browser tabs.

This error is caused by returning to the database after a period of inactivity, like lunch, or if there are too many browser tabs open.

Failed to start the user agent¶

If a Failed to start the user agent. The URL of the websocket may be wrong. Please have an administrator verify the websocket server URL in the General Settings. error message appears in the Odoo VoIP widget, then update the browser and computer.

This error is caused by the browser or computer not being up-to-date (and can also cause issues with the microphone).

Cannot connect to the VoIP phone number¶

If the user cannot connect to their VoIP phone number, then their Odoo profile is missing their Voip Secret. To add this, click the user avatar, and then click My Profile. From here, click the VoIP tab, and then enter the user’s Voip Secret. This is the user’s password to their account for their VoIP service provider.

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VoIP widget¶