|
| 1 | +========= |
| 2 | +Expertise |
| 3 | +========= |
| 4 | + |
| 5 | +In Odoo's **Live Chat**, agents can designate *Expertise* in one or more areas. This allows |
| 6 | +conversations to be assigned to them based on their areas of expertise. |
| 7 | + |
| 8 | +When a visitor requests help on a specific topic, Odoo can automatically assign the conversation to |
| 9 | +an agent who declared that expertise. Expertise improves routing efficiency, reduces wait time, and |
| 10 | +ensures customers speak to the most qualified person available. |
| 11 | + |
| 12 | +Create a new expertise |
| 13 | +====================== |
| 14 | + |
| 15 | +To create a new expertise, navigate to :menuselection:`Live Chat app --> Configuration --> |
| 16 | +Expertise` and click :guilabel:`New`. Enter a :guilabel:`Name` for the area of focus. |
| 17 | + |
| 18 | +.. tip:: |
| 19 | + An expertise can be broad in scope, (e.g.- `Accounting`), or narrow (e.g.- `Summer Sales Event`). |
| 20 | + |
| 21 | +Under :guilabel:`Operators`, select one or more users from the drop-down to assign this expertise. |
| 22 | + |
| 23 | +Set live chat expertise |
| 24 | +======================= |
| 25 | + |
| 26 | +To set a user's live chat expertise, click on the user avatar in the top-right corner of any page in the |
| 27 | +database. Select :guilabel:`My Preferences` from the drop-down menu to open the profile page. On the |
| 28 | +right side of the :guilabel:`Preferences` tab, select one or more options from the :guilabel:`Live |
| 29 | +Chat Expertise` drop-down list. |
| 30 | + |
| 31 | +.. image:: expertise/select-expertise.png |
| 32 | + :alt: A user profile with the Live Chat Expertise menu open. |
| 33 | + |
| 34 | +Forward conversations based on expertise |
| 35 | +======================================== |
| 36 | + |
| 37 | + |
| 38 | +Looking for help conversations |
| 39 | +============================== |
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