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Odoo Chat

Odoo Chat Module: Friendly Configuration Guide

Hello! Welcome to the Odoo Chat Module configuration. This tool allows your bot to send messages to a system called Odoo, which many companies use to manage chats and customers. It's like giving your bot a channel to talk to Odoo. You configure everything in a simple window, without any programming knowledge needed!

What does the Odoo Chat Module do?​

The Odoo Chat Module tells your bot:

  • Where to connect (your Odoo address).
  • How to identify that connection (a special ID).
  • What messages to send to the Odoo system.

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

Step-by-Step Configuration in the Popup Window​

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

1. Name Your Module​

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

Example: Write "Store Chat" if it's for a store using Odoo.

2. Define the Instance ID​

  • Where: The "Instance" box.
  • What it does: This is like a number or code that identifies your specific account in Odoo.
  • How to set it up: Write the ID given to you for your Odoo installation. Ask your team if you don't have it. It's mandatory!

Example: Write "12345" if that's your instance ID.

3. Enter the Instance URL​

  • Where: The "URL" box.
  • What it does: It's the web address where your Odoo is located (like a webpage address).
  • How to set it up: Copy and paste the URL you were given (for example, "https://mycompany.odoo.com"). This is also mandatory!

Example: Write "https://storeXYZ.odoo.com" if that's your address.

4. Save Your Configuration​

  • Where: The "Save" button at the end.
  • What it does: Saves everything you configured so the bot can connect to Odoo.
  • How to set it up: Click "Save". If you filled everything correctly, 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 Name, Instance, and URL are filled in before saving.

What Happens When It Runs?​

  1. The bot uses the "URL" and "Instance ID" to connect to your Odoo.
  2. The first time, it sends the entire chat history as a single message so Odoo has it.
  3. Afterward, it sends each new message that the person writes in the chat.
  4. If something fails, the bot logs the error (although it doesn't show a custom message yet).

Practical Example​

Imagine you have a bot for a store that uses Odoo:

  1. You open the "Odoo Chat Config" window.
  2. In "Name", you write "Support Chat".
  3. In "Instance", you write "9876" (the ID they gave you).
  4. In "URL", you write "https://storeABC.odoo.com".
  5. You click "Save".

Result: The bot connects to "https://storeABC.odoo.com" with ID "9876". If someone writes "Hello, I need help" in the chat, it first sends the history (if any) and then "Hello, I need help" to Odoo.

Simplified Special Tricks​

Sending History First​

  • What it does: The first time the bot connects, it sends everything that has been said in the chat up to that point.
  • How to set it up: You don't need to do anything extra; it happens automatically when you save the configuration.

Example: If the chat had "Hello" and "Where is my order?", Odoo receives that as a single initial message.

Real-Time Messages​

  • What it does: After the first sending, each new message goes directly to Odoo.
  • How to set it up: Just make sure the URL and ID are correct, and that's it!

Example: Someone writes "Thank you" and Odoo receives it instantly.

Troubleshooting Tips​

  • Can't save? Check that you've filled in Name, Instance, and URL.
  • Not connecting to Odoo? Confirm that the URL is correct (includes "https://") and that the Instance ID is the one they gave you.
  • Messages not arriving? Make sure your Odoo is active and that the bot has permissions to send messages (ask your Odoo team for help if needed).

That's it! You've configured your bot to chat with Odoo. Fill in the three fields, save, and watch how messages arrive in your system. If something doesn't work, check the URL and ID or ask for a tip from whoever manages Odoo on your team. Happy connecting!