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Live Chat: From Chatbot to SO

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In this video, learn how to convert a chatbot conversation into a lead, and convert that lead into a sales order. 00:00 - Intro 00:33 - Set Live Chat preferences 01:13 - Chatbot script edits 02:14 - Joining a channel 02:43 - Chatbot forwarding 03:02 - Creating a lead 04:33 - Creating a quotation 05:25 - Outro **Check out more Odoo tutorials** - Chatbot tutorial - Helpdesk app playlist **App documentation** - Chatbots doc - All Live Chat docs **See what Odoo can do for you!** - Schedule a demo - Start a free trial

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1. How does Odoo's chatbot determine which live operator to forward a pricing-related conversation to?

It forwards it to the first operator who logged into the system that day. It uses the "Operator Expertise" field to match the customer's question with the operator's skills. It randomly selects any operator who is currently in a meeting.

2. Which command is used in the chat window to automatically convert the conversation into a lead in the CRM app?

/create_sale /new_customer /lead (followed by a title).

3. What is one of the main advantages of creating a Quotation directly from a Lead that originated in a live chat?

All the customer's contact information and the context of the conversation are carried over. It automatically gives the customer a 50% discount. It prevents the customer from being able to cancel the order later.

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Live Chat: From Chatbot to SO

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