The ticket arrives with its context
Subject and description come from the conversation, linked to the contact who asked, ready to be picked up.
Connect your instance and choose what the agent may do: find the contact, create or update it, open the helpdesk ticket or book the appointment in the calendar, at the time agreed in the chat.
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Webchat
Odoo is where your team works. The agent writes there during the conversation, in the models you already use.
Subject and description come from the conversation, linked to the contact who asked, ready to be picked up.
If that contact already has an open ticket for the same subject, the agent works on that one and answers with it.
The date and time agreed in the chat go straight into the calendar, in your time zone and with the duration you set.
Contacts, helpdesk and calendar point to the models your instance uses, so a customised set-up keeps working.
Five actions, each one switched on or off from your panel. The agent only does what you enable.
Before answering, it checks in Odoo whether whoever is writing is already one of your contacts.
On WhatsApp there is no email address, there is a number. The agent searches by it and picks up the same history.
If they are not there, it creates them. If they are, it completes their record without opening a second one.
With the subject and the description of the conversation, linked to its contact, and reusing the ticket already open for that matter.
It reads the date and time from the conversation and creates the event with its contact, in your time zone and with the duration you configured.
An example of an enquiry that ends up in Odoo without anyone typing anything.
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Yes. Contacts, helpdesk and calendar point to the models configured for your instance, so a customised set-up keeps working.
Each action is independent: you can switch on contacts and appointments and leave tickets off.
In the one you configure for the connection, with the appointment length you set. The event is created with your contact, so it also lands on their calendar.
No. You connect the instance from the Aizy panel and switch on the actions. There is nothing to install in Odoo and nothing to program.