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Home └Helpdesk └Live Chat: From Chatbot to SO

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Live Chat: From Chatbot to SO

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In this video, learn how to convert a chatbot conversation into a lead, and convert that lead into a sales order. 00:00 - Intro 00:33 - Set Live Chat preferences 01:13 - Chatbot script edits 02:14 - Joining a channel 02:43 - Chatbot forwarding 03:02 - Creating a lead 04:33 - Creating a quotation 05:25 - Outro **Check out more Odoo tutorials** - Chatbot tutorial - Helpdesk app playlist **App documentation** - Chatbots doc - All Live Chat docs **See what Odoo can do for you!** - Schedule a demo - Start a free trial

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1. Where can I set my Live Chat Expertise?
In the Live Chat app settings. Under the website customization menu. In the “My Profile” section under my user avatar. In the Helpdesk app.
2. What step must an operator take before receiving chatbot-forwarded chats?
Enable notifications in the Chatbot settings. Join a live chat channel. Set their status to "Available" in the Odoo Dashboard. Link their email to the Live Chat app.
3. How can an operator create a lead directly from a chat?
By manually entering lead details into the CRM app. By selecting the "Create Lead" canned response. By forwarding the chat to a sales operator. By using the "/lead" command and adding a title in the chat window.
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