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Como crear un canal para PQR

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workflow
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Hot Brothers

Hola a todos, alguien puede ayudarme con documentacion ( PDF, Video, Etc) para crear un canal de comunicacion directo con mis clientes, requiero capturar de manera rapida todas las PQR, pasarlas por  diversos estados (Recibida, asignada a un especialista, en proceso, cerrada, reabierta...) y que se le notifique al cliente en tiempo real como avanza su solicitud. este canal debe ser capaz de capturar la pqr desde email, whatsapp,web,llamada. 

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Hot Brothers
Author Best Answer

Mil gracias por tu respuesta, si de algo sirve aún  esta es la  versión: saas-18.2.

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Gonzalo Garcia
Best Answer

Hola! si ya tenes una pagina web, podes implementar el modulo de HelpDesk, sino, podrias usar el CRM como medium, marcar que los leads desde tu pagina web vayan al mismo, y desde cada uno de los leads podes colocarlos en la fase que desees, Luego para el tema de notificar al cliente, yo diria uqe lo mejor es armar una plantilla y manualmente enviarla, sin embargo, si confias en los procesos de cada fase, podrias automatizarlo desde Studio. 

Respecto a PDF, Video, Etc, como no conozco tu flujo de trabajo como tal, te sugeriria que mires un poco de los videos de 
Helpdesk:
https://www.odoo.com/es_ES/slides/helpdesk-51
CRM:
https://www.odoo.com/es_ES/slides/crm-16

para ver cual es el que mejor se acomoda a tus necesidades.


Si tenes experiencia y conocimiento de HTML, XML y python, podrias revisar STUDIO para automatizar, Pero es un gran salto ese... 

Seria bueno tambien que aclares que version y tipo de Odoo estas usando (entreprice, .sh, Saas/online, comunity) v17, v18, v19...

En fin.. Suerte con eso! espero haberte ayudado aunque sea un poco.


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