diff --git a/helpdesk/overview.rst b/helpdesk/overview.rst index e817595f4..a9ae52018 100644 --- a/helpdesk/overview.rst +++ b/helpdesk/overview.rst @@ -6,4 +6,5 @@ Overview :titlesonly: overview/getting_started - overview/sla \ No newline at end of file + overview/sla + overview/receiving_ticketsgit diff --git a/helpdesk/overview/media/channels_emailalias.png b/helpdesk/overview/media/channels_emailalias.png new file mode 100644 index 000000000..190d045a7 Binary files /dev/null and b/helpdesk/overview/media/channels_emailalias.png differ diff --git a/helpdesk/overview/media/channels_options.png b/helpdesk/overview/media/channels_options.png new file mode 100644 index 000000000..34ec12f22 Binary files /dev/null and b/helpdesk/overview/media/channels_options.png differ diff --git a/helpdesk/overview/media/go_to_website.png b/helpdesk/overview/media/go_to_website.png new file mode 100644 index 000000000..873b95427 Binary files /dev/null and b/helpdesk/overview/media/go_to_website.png differ diff --git a/helpdesk/overview/media/kanban_view_prioritize.png b/helpdesk/overview/media/kanban_view_prioritize.png new file mode 100644 index 000000000..2224496b8 Binary files /dev/null and b/helpdesk/overview/media/kanban_view_prioritize.png differ diff --git a/helpdesk/overview/media/live_chat.png b/helpdesk/overview/media/live_chat.png new file mode 100644 index 000000000..1e5849f4f Binary files /dev/null and b/helpdesk/overview/media/live_chat.png differ diff --git a/helpdesk/overview/media/submit_a_ticket_form.png b/helpdesk/overview/media/submit_a_ticket_form.png new file mode 100644 index 000000000..18a66befe Binary files /dev/null and b/helpdesk/overview/media/submit_a_ticket_form.png differ diff --git a/helpdesk/overview/receiving_tickets.rst b/helpdesk/overview/receiving_tickets.rst new file mode 100644 index 000000000..910bee51d --- /dev/null +++ b/helpdesk/overview/receiving_tickets.rst @@ -0,0 +1,88 @@ +======================= +Start Receiving Tickets +======================= + +Offering a variety of channels from where your customers can contact you grants them flexibility +and the right to choose the best one for themselves. And, in order to make sure inquiries across +all channels get addressed, it is essential to have a solution where all interactions come in one +place. + +Channels options to submit tickets +================================== + +Go to :menuselection:`Helpdesk --> Configuration --> Helpdesk Teams`, and enable the following +features as you want them to be available to your users. + +.. image:: media/channels_options.png + :align: center + :alt: View of a helpdesk teams setting page emphasizing the channels options in Odoo Helpdesk + +Email Alias +----------- + +| Let your customers submit tickets by sending an email to your support email address. The subject + line of the email becomes the title of the ticket and the content is shown in the Chatter. +| Select *Configure domain name* to be redirected to *Settings* and, from there, enable *External + Email Servers* to determine or change your *Alias Domain*. + +.. image:: media/channels_emailalias.png + :align: center + :height: 250 + :alt: View of the settings page of a helpdesk team emphasizing the email alias feature + in Odoo Helpdesk + +.. note:: + Using your own email server is required to send and receive emails in Odoo Community and + Enterprise. Online users benefit from a ready-to-use email server. + +Website Form +------------ + +| Allow your customers to submit a ticket by filling in a form through your website. +| Once the feature is activated, get redirected to your website by clicking on *Go to Website*. + +.. image:: media/go_to_website.png + :align: center + :alt: View of the settings page of a helpdesk team emphasizing the Go to Website button in + Odoo Helpdesk + +From the website page customize the form as you like. Then, publish it by clicking on *Unpublished*. + +.. image:: media/submit_a_ticket_form.png + :align: center + :alt: View of the website form to submit a ticket for Odoo Helpdesk + +Live Chat +--------- + +| Through live interactions with your website visitors, helpdesk tickets can be instantly created + and redirected to the right person. +| Click on your helpdesk team's name - for the example below: *Customer Care* - + and :doc:`set up your channel <../../livechat/overview/get_started>`. + +.. image:: media/live_chat.png + :align: center + :alt: View of the settings page of a helpdesk team emphasizing the live chat features and links + in Odoo Helpdesk + +Now, your operators can create tickets by using the +:doc:`command <../../livechat/overview/responses>` */helpdesk (subject_of_ticket)*. + +Prioritize tickets +================== + +Use the stars to prioritize your tickets. The most urgent ones appear at the top of your list on +the Kanban view. + +- 1 star = *Low priority* +- 2 stars = *High priority* +- 3 stars = *Urgent* + +.. image:: media/kanban_view_prioritize.png + :align: center + :height: 330 + :alt: View of a team’s kanban view and the prioritized tasks in Odoo Helpdesk + +.. seealso:: + - :doc:`../../discuss/email_servers` +