Odoo · Websiteim_livechat

Live Chat

Talk to visitors in real time, turn the conversation into an opportunity

Live Chat

A module that lets you chat with site visitors in real time and turn the conversation into a CRM or support record.

What it does

Chat channels are configured with an operator list, a welcome message, a button color and a rule set. Channel rules decide on which page, for visitors from which country, and after how many seconds the chat opens. From inside the chat, the operator runs a command to open a CRM opportunity or a ticket; the chat transcript is added to the record. As the chat closes, the visitor gives a satisfaction rating.

Channels and rules

For each channel, the operators, the notification text, the welcome message, the chat input placeholder and the colors are defined. Rules work on a URL pattern (regex) and on the visitor's country. The window can be displayed, displayed with a notification, opened automatically after a set time, or hidden.

Chatbot

Bot steps are built in the text, question, email, phone, free input, forward to operator, create lead and create ticket types. With the Only If condition, branching is done according to the previous answer. Before going live, the flow is tried end to end with the Test button.

Commands and canned responses

/lead opens a CRM opportunity and /ticket a Helpdesk ticket, and adds the chat transcript to the record. /history lists the most recent pages the visitor browsed, and /search_tickets searches existing tickets. Canned responses are called up by typing a shortcut and can be shared with authorized groups.

Ratings and reporting

As the visitor closes the chat, they choose Satisfied, Okay or Dissatisfied; the last two options open a comment box. The Customer Ratings report is examined in the kanban, list, pivot and graph views. Ratings can be published on the site, while the comments stay in the internal record.

We don't just install the module — we fit it to your business

ASON sets up the chat channel with your operators, the welcome message and the display rules by page and country; prepares chatbot steps and canned responses for frequent questions, and shows your operators hands-on the commands that open an opportunity or a ticket.

  • Setup & ConfigurationModeling and rollout tailored to your processes.
  • Data MigrationWe migrate your existing data without loss.
  • Team TrainingHands-on training and documentation.
  • Regulation & LocalizationTürkiye-specific compliance and integrations.

Technical scope

Multiple channels and operator assignment
Display rules based on URL pattern (regex) and country
Auto-open delay and button behavior options
Chatbot: conditional steps, forwarding to an operator
Commands: /lead, /ticket, /search_tickets, /history, /leave, /help
Canned responses called up by shortcut, sharing with groups
End-of-chat satisfaction rating and free comment
Customer Ratings report (kanban, list, pivot, graph)
The visitor receiving the chat transcript by email
Embed code for external sites and a direct chat link

Frequently asked questions

On which pages and to whom does the chat window open?

Display rules are defined on each channel. The rules work on a URL pattern (regex) and the visitor's country; the window can be shown directly, shown with a notification, opened automatically after a set delay, or hidden. For example, it can be set to open only on the pricing page and only for visitors from the countries you choose.

What happens outside business hours?

The behavior of the chat button is set from the channel rule. In the channel rule, the chatbot can be configured to step in when no operator is available. In that case, directing the visitor to the bot to collect an email address and a phone number and then opening a CRM opportunity is a common solution. We design this scenario together during the implementation.

What can the chatbot do?

Bot steps are built as text, question, email, phone, free text, forward to operator, create lead and create ticket. With the Only If condition, the flow branches according to the previous answer. Before going live, the flow is run from start to finish with the Test button.

What is needed to open a ticket from a chat?

The /ticket command requires the Helpdesk application; Helpdesk is part of Odoo Enterprise, and the Live Chat option has to be enabled on the related team. If you are only using Community, you can open a CRM opportunity with /lead, or set up a flow that creates a task in the Project application. We determine which route is suitable by looking at your processes.

How do operators answer repeated questions quickly?

Canned responses are called up by typing a shortcut and can be shared with authorized groups. The /history command lists the last pages the visitor viewed, and /search_tickets searches existing tickets. That way the operator sees the visitor's context without leaving the chat.

Can we measure chat quality?

As the chat closes, the visitor selects satisfied, neutral or dissatisfied; the last two open a comment box. The Customer Ratings report is reviewed in kanban, list, pivot and graph views. The ratings can be published on the site while the comments stay in the internal record. If the visitor wants, they can receive the chat transcript by email.

Can we use it on a site outside Odoo?

Yes. The embed code on the channel's Widget tab can be added to another site, and a direct chat link can also be shared. Chat records are still kept in Odoo and connected to CRM records through the commands. Even if your website does not run on Odoo, live support can be handled through Odoo.

See Live Chat in your business

Submit a request for a free discovery call and demo.

Submit a request for this module

Apps in the Website category

Website, eCommerce, blog, live chat

Odoo and the Odoo logo are the property of Odoo S.A. ASON Teknoloji is an Odoo Learning Partner.