Step-by-Step Guide

How to Configure Live Chat in Odoo

Step-by-step tutorial with 6 easy-to-follow steps

This guide walks you through configureing live chat in Odoo. Whether you're new to Odoo or looking to optimize your workflow, follow these steps for best result...

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This guide walks you through configureing live chat in Odoo. Whether you're new to Odoo or looking to optimize your workflow, follow these steps for best results.

how to Configure Live Chat in odoo Prerequisites

  • 1Odoo Website
  • 2Live Chat module

how to Configure Live Chat in odoo Steps

1

Enable live chat

Enable live chat is an important step in configureing live chat. Follow the instructions carefully and verify your settings before proceeding.

Pro Tips:

  • *Take your time with this step
  • *Document any custom configurations
  • *Test in a development environment first
2

Configure operators

Configure operators is an important step in configureing live chat. Follow the instructions carefully and verify your settings before proceeding.

Pro Tips:

  • *Take your time with this step
  • *Document any custom configurations
  • *Test in a development environment first
3

Set up chatbot

Set up chatbot is an important step in configureing live chat. Follow the instructions carefully and verify your settings before proceeding.

Pro Tips:

  • *Take your time with this step
  • *Document any custom configurations
  • *Test in a development environment first
4

Create responses

Create responses is an important step in configureing live chat. Follow the instructions carefully and verify your settings before proceeding.

Pro Tips:

  • *Take your time with this step
  • *Document any custom configurations
  • *Test in a development environment first
5

Set availability

Set availability is an important step in configureing live chat. Follow the instructions carefully and verify your settings before proceeding.

Pro Tips:

  • *Take your time with this step
  • *Document any custom configurations
  • *Test in a development environment first
6

Test chat

Test chat is an important step in configureing live chat. Follow the instructions carefully and verify your settings before proceeding.

Pro Tips:

  • *Take your time with this step
  • *Document any custom configurations
  • *Test in a development environment first

Need Professional Implementation?

Our certified partners can handle the setup and configuration for you.

how to Configure Live Chat in odoo Best Practices

  • Quick responses
  • Chatbot fallback
  • CRM integration

how to Configure Live Chat in odoo Common Mistakes

  • Skipping prerequisite configuration
  • Not testing before going live
  • Ignoring validation errors
  • Not documenting changes

how to Configure Live Chat in odoo Conclusion

You've now learned how to configure live chat in Odoo. Apply these steps to streamline your operations and improve efficiency.

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