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1 change: 1 addition & 0 deletions content/applications/websites/livechat.rst
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Expand Up @@ -261,3 +261,4 @@ When they click the link, they are redirected to a new chat window.
livechat/chatbots
livechat/reports
livechat/participate
livechat/expertise
45 changes: 45 additions & 0 deletions content/applications/websites/livechat/expertise.rst
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=========
Expertise
=========

In Odoo's **Live Chat**, agents can designate *Expertise* in one or more areas. This allows
conversations to be assigned to them based on their areas of expertise.

When a visitor requests help on a specific topic, Odoo can automatically assign the conversation to
an agent who declared that expertise. Expertise improves routing efficiency, reduces wait time, and
ensures customers speak to the most qualified person available.

Create a new expertise
======================

To create a new expertise, navigate to :menuselection:`Live Chat app --> Configuration -->
Expertise` and click :guilabel:`New`. Enter a :guilabel:`Name` for the area of focus.

.. tip::
An expertise should not be too granualar, as it needs to encompass a large amount of customer
concerns.

Under :guilabel:`Operators`, select one or more users from the drop-down to assign this expertise.

Set live chat expertise
=======================

To set a user's live chat expertise, click on the user avatar in the top-right corner of any page in
the database. Select :guilabel:`My Preferences` from the drop-down menu to open the profile page. On
the right side of the :guilabel:`Preferences` tab, select one or more options from the
:guilabel:`Live Chat Expertise` drop-down list.

.. image:: expertise/select-expertise.png
:alt: A user profile with the Live Chat Expertise menu open.

Forward conversations based on expertise
========================================

.. Chatbot steps


Looking for help conversations
==============================

.. identify conversations based on status and expertise

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