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Five9xOdoo

Five9xOdoo Chat Module: Friendly Configuration Guide

Hello! Welcome to the Five9xOdoo Chat Module configuration. This tool combines two powerful systems: Five9 (for agent chats) and Odoo (for managing data and conversations). It's like giving your bot two phone lines: one to talk with agents and another to organize information in Odoo. You configure everything in a simple window, without any programming knowledge needed!

What does the Five9xOdoo Chat Module do?​

The Five9xOdoo Chat Module tells your bot:

  • How to connect to Five9 and Odoo simultaneously.
  • Which Five9 campaign to use for agents.
  • Where to send data to Odoo (like names or orders).
  • What to say if something fails.

You'll configure this in a popup window with several fields that you fill out like completing a form.

Step-by-Step Configuration in the Popup Window​

When you open this tool, you'll see a window titled "Five9xOdoo Chat Config". Here's how to use it:

1. Name Your Module​

  • Where: The "Name" text box.
  • What it does: It's a label to identify this module (like "Dual Chat" or "Integrated Support").
  • How to set it up: Write something short and clear. It's mandatory!

Example: Write "Five9xOdoo Support" for a combined support chat.

2. Enter the Odoo Instance URL​

  • Where: The "OdooInstanceUrl" box.
  • What it does: It's the web address of your Odoo (like "https://mycompany.odoo.com").
  • How to set it up: Copy and paste the URL you were given for Odoo. It's mandatory!

Example: Write "https://storeXYZ.odoo.com".

3. Define the Odoo Instance ID​

  • Where: The "OdooInstanceId" box.
  • What it does: It's the code that identifies your account in Odoo.
  • How to set it up: Write the ID you were given for Odoo (ask your team if you don't have it). It's mandatory!

Example: Write "5678" if that's your ID.

4. Choose the Five9 Campaign​

  • Where: The "Five9Campaign" box.
  • What it does: Tells the bot which group of Five9 agents to participate with (like "Sales" or "Support").
  • How to set it up: Write the campaign name provided by your Five9 team. It's mandatory!

Example: Write "Customer Support".

5. Define the Five9 Tenant​

  • Where: The "Five9Tenant" box.
  • What it does: It's the "ID" of your account in Five9, so the bot knows which account to connect to.
  • How to set it up: Write the code or name you were given for Five9. It's mandatory!

Example: Write "mycompany123".

6. Write an Error Message​

  • Where: The "Error Message" box.
  • What it does: It's what the bot will say if the connection with Five9 or Odoo fails (like "Sorry, something went wrong").
  • How to set it up: Write a clear message for users. It's mandatory!

Example: Write "Oops, we couldn't connect, please try again".

7. Add Five9 Attributes (Optional)​

  • Where: The "Five9Attributes" section, which looks like a table.
  • What it does: Sends extra data to Five9, like the customer's name or an order number.
  • How to set it up: Click to add a row and write:
    • Name: The name of the data (like "Customer").
    • Value: The value or where to find it (like "communication.name"). Ask your team for the correct values.

Example: "Name: Phone", "Value: communication.phone".

8. Add Odoo Attributes (Optional)​

  • Where: The "OdooAttributes" section, also a table.
  • What it does: Sends extra data to Odoo, like an email or a customer ID.
  • How to set it up: Same as with Five9, add rows with "Name" and "Value".

Example: "Name: Email", "Value: communication.email".

9. Save Your Configuration​

  • Where: The "Save" button at the end.
  • What it does: Saves everything for the bot to use Five9 and Odoo together.
  • How to set it up: Click "Save". If everything is correct, the window will close and you'll see a success message. If something is missing, it will ask you to complete it.

Tip: Make sure to fill in all mandatory fields (Name, OdooInstanceUrl, OdooInstanceId, Five9Campaign, Five9Tenant, Error Message).

What Happens When It Runs?​

  1. The bot connects to Five9 using "Five9Tenant" and "Five9Campaign" to talk with agents.
  2. It also connects to Odoo with "OdooInstanceUrl" and "OdooInstanceId" to send data.
  3. It uses the "Five9Attributes" and "OdooAttributes" (if you added them) to send extra information.
  4. If something fails, it displays the "Error Message" you wrote.

Practical Example​

Imagine a bot for a store that uses both systems:

  1. You open the "Five9xOdoo Chat Config" window.
  2. In "Name", you write "Store Chat".
  3. In "OdooInstanceUrl", you write "https://storeABC.odoo.com".
  4. In "OdooInstanceId", you write "9876".
  5. In "Five9Campaign", you write "Store Support".
  6. In "Five9Tenant", you write "storeABC".
  7. In "Error Message", you write "We couldn't connect, please try again".
  8. In "Five9Attributes", you add "Name: Customer", "Value: communication.name".
  9. In "OdooAttributes", you add "Name: Order", "Value: communication.order".
  10. You click "Save".

Result: The bot connects with the "Store Support" campaign in Five9 and sends the customer's name. It also sends the order number to "https://storeABC.odoo.com". If it fails, it says "We couldn't connect, please try again".

Simplified Special Tricks​

Dual Connection​

  • What it does: The bot handles Five9 and Odoo at the same time, like a bridge between agents and data.
  • How to set it up: Just fill in the fields for both systems and save.

Example: Agents see the customer's name while Odoo stores their order.

Custom Attributes​

  • What it does: Sends useful information to Five9 and Odoo separately.
  • How to set it up: Use the tables to add data you want to share.

Example: "Five9Attributes: Phone" and "OdooAttributes: Email" send different data to each system.

Troubleshooting Tips​

  • Can't save? Check that all mandatory fields are filled in.
  • Not connecting to Five9 or Odoo? Confirm that the Tenant, Campaign, URL, and ID are correct.
  • Attributes not arriving? Verify with your team that the "Values" are correctly written (like "communication.name").
  • See the error message a lot? Make sure both systems are active and accessible.

That's it! You've configured your bot to use Five9 and Odoo together. Fill in the fields, save, and watch how it connects both worlds. If something doesn't work, check the data or ask for help from whoever manages Five9 and Odoo on your team. Happy integrating!