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102 changes: 53 additions & 49 deletions content/applications/websites/livechat/ratings.rst
Original file line number Diff line number Diff line change
Expand Up @@ -2,92 +2,99 @@
Ratings
=======

At the end of a *Live Chat* conversation, customers have the opportunity to rate the quality of
.. |smile| replace:: green :icon:`fa-smile-o` :guilabel:`(smile)` icon
.. |meh| replace:: yellow :icon:`fa-meh-o` :guilabel:`(neutral)` icon
.. |frown| replace:: red :icon:`fa-frown-o` :guilabel:`(frown)` icon

At the end of a **Live Chat** conversation, customers have the opportunity to rate the quality of
support they received from the live chat *operator*. Customers provide ratings as soon as they close
the conversation. This allows operators to receive immediate feedback on their performance. It also
allows customers the chance to share any final comments before leaving the chat window.
allows customers to share any final comments before leaving the chat window.

Rate live chat conversations
============================

Customers end a *live chat* conversation by clicking the :guilabel:`X` in the upper right-hand
corner of the chat window. They are then prompted to select an icon that reflects their level of
satisfaction. The icons represent the following ratings:
Customers end a live chat conversation by clicking the :icon:`oi-close` :guilabel:`(close)` icon in
the upper right-hand corner of the chat window. They are then prompted to select an icon that
reflects their level of satisfaction. The icons represent the following ratings:

- **Satisfied** - *green smiling face*
- **Okay** - *yellow neutral face*
- **Dissatisfied** - *red frowning face*
- **Satisfied** - |smile|
- **Okay** - |meh|
- **Dissatisfied** - |frown|

.. image:: ratings/live-chat-ratings-faces.png
:align: center
:alt: View of the chat window from a user's side for Odoo Live Chat.

.. note::
When customers end a conversation, a field marked :guilabel:`Receive a copy of this conversation`
appears under the *ratings* icons. Customers can enter their email either before or after they
submit a rating.
When customers end a conversation, a field marked :guilabel:`Receive a copy of this conversation`
appears under the *ratings* icons. Customers can enter their email either before or after they
submit a rating.

If the customer selects :guilabel:`Satisfied (smile)` icon, they are presented with a thank you
message and a :guilabel:`Close Conversation` link.
If the customer selects the |smile|, they are presented with a thank you message and a
:guilabel:`Close Conversation` link.

.. image:: ratings/live-chat-thank-you.png
:align: center
:alt: View of customer's live chat window with thank you message.

If the customer selects either :guilabel:`Okay (neutral)` icon or :guilabel:`Dissatisfied (frown)`
icon, a text box will appear. Customers can add comments in this text box to explain why they chose
this rating. This message will be sent to the live chat operator, along with the rating icon.
If the customer selects either the |meh| or the |frown|, a text box appears. Customers can add
comments in this text box to explain why they chose this rating. This message, along with the rating
icon, is sent to the live chat operator.

.. image:: ratings/live-chat-ratings-operator-window.png
:align: center
:alt: View of a chat window from an operator's window highlighting a rating for Odoo Live Chat.

Publish customer ratings
========================

To publish a channel's ratings on the website, first navigate to a live chat channel's record by
going to the :menuselection:`Live Chat` app and clicking on the kanban card for that team. Then
click on the :guilabel:`Go to Website` smart button. This will open the :guilabel:`Live Chat Channel
Statistics` page.
going to the :menuselection:`Live Chat` app and clicking on the :icon:`fa-ellipsis-v`
:guilabel:`(vertical ellipsis)` icon on the Kanban card for that team. Then, click
:guilabel:`Configure Channel` to open the channel details form. Then click on the :guilabel:`Go to
Website` smart button. This opens the :guilabel:`Live Chat Channel Statistics` page.

In the upper right corner of the page, click the red :guilabel:`Unpublished` slider. The slider
In the upper right corner of the page, click the red :guilabel:`Unpublished` slider. The slider
changes from :guilabel:`Unpublished` to :guilabel:`Published`.

.. image:: ratings/live-chat-ratings-unpublished.png
:align: center
:alt: View of the published ratings on the portal for Odoo Live Chat.

.. note::
The customer notes that are submitted with the rating will *not* be published on the website.
These are kept internal. Only a statistical overview of the operators' performance for the
*channel* appears on the website.
The customer notes submitted with the rating are *not* published on the website; they are kept
internal. Only a statistical overview of the operators' performance for the *channel* appears on
the website.

Add ratings page to site
------------------------

Once the rating page has been published, it has to be manually added to the website. To do this, go
to the main Odoo dashboard and open the *Website* application. :menuselection:`Website app--> Site
--> Content --> Pages`, then click :guilabel:`New`.
to the main Odoo dashboard and open the **Website** application. :menuselection:`Website app -->
Site --> Pages`, then click :guilabel:`New`.

This will open a :guilabel:`New Page` pop-up window. In the :guilabel:`Page Title` field, enter
This opens a :guilabel:`New Page` pop-up window. In the :guilabel:`Page Title` field, enter
`livechat`. This acts as the URL for the published webpage.

.. important::
The URL *must* be named `livechat` in order for the database to recognize and connect the
ratings page. After the page has been published, the page title can be changed later under the
The URL *must* be named `livechat` in order for the database to recognize and connect the ratings
page. After the page has been published, the page title can be changed later under the
:guilabel:`Menu Editor`.

Click :guilabel:`Create`, and the newly created webpage will open. The :guilabel:`Webpage Editor`
appears in the right panel.
Click :guilabel:`Create`, and the newly created webpage opens. The :guilabel:`Web Editor` appears in
the right panel.

The page lists the names of the :guilabel:`Live Chat Channels` whose ratings pages have been
published. On the left side of the channel name is a speech bubble icon, which users can click on to
go to the ratings' page for the respective channel.
published. On the left side of the channel name is an icon, which users can click on to go to the
ratings page for the respective channel.

.. image:: ratings/live-chat-published-icon.png
:align: center
:alt: View of the webpage for Live Chat ratings emphasizing the channel icon.

.. tip::
The icon displayed on this page is configured on the live chat channel's configuration page. To
update this image, navigate to the :menuselection:`Live Chat` app and click on the
:icon:`fa-ellipsis-v` :guilabel:`(vertical ellipsis)` icon on the Kanban card for that team.
Then, click :guilabel:`Configure Channel` to open the channel details form. Click the
:icon:`fa-pencil` :guilabel:`(pencil)` icon in the image box to upload an image.

Make any desired changes or additions to this page, then click :guilabel:`Save` in the top right of
the webpage editor. The website editor side panel closes, and the webpage remains on the screen.

Expand All @@ -98,28 +105,26 @@ labeled :guilabel:`Is Published`. The field with the checkbox is highlighted in
checkbox a second time to activate the :guilabel:`Is Published` box. The webpage is now published.

.. image:: ratings/live-chat-is-published.png
:align: center
:alt: View of the list of pages for a website with the 'is published' box emphasized.

Once the page has been added to the site, ratings are set to be published by default. However,
individual ratings can be manually selected to be hidden from the public. The rating will still be
individual ratings can be manually selected to be hidden from the public. The rating is still
included in internal reports, and can still be viewed by internal teams. However, public website
visitors and portal users will not have access.
visitors and portal users do not have access.

See :ref:`Hide individual ratings <livechat/overview/hide-ratings>` for more information.

Customer ratings report
=======================

The :guilabel:`Customer Ratings` report (:menuselection:`Live Chat --> Report --> Customer Ratings`)
displays an overview of the ratings received on individual support tickets, as well as any
additional comments submitted with the rating.
displays an overview of the ratings received on live chat conversations, as well as any additional
comments submitted with the rating.

.. image:: ratings/live-chat-ratings-report.png
:align: center
:alt: View of the customer ratings report in Odoo Live Chat.

The report defaults to a kanban view, with each rating represented by a different card. To switch to
The report defaults to a Kanban view, with each rating represented by a different card. To switch to
a different view, click on one of the icons in the upper-right corner of the screen. The report is
available in *list* view, *pivot* view, and *graph* view.

Expand All @@ -131,15 +136,14 @@ Hide individual ratings
-----------------------

Ratings are set to be published by default. However, individual ratings can be manually selected to
be hidden from the public. The rating will still be included in internal reports, and can still be
viewed by internal teams. However, public website visitors and portal users will not have access.
be hidden from the public. The rating is still included in internal reports, and can still be viewed
by internal teams. However, public website visitors and portal users do not have access.

To hide a rating, go to :menuselection:`Live Chat app --> Reports --> Customer Ratings`. Click on
the kanban card for the rating to be hidden. On the individual rating's detail page, check the box
To hide a rating, go to :menuselection:`Live Chat app --> Report --> Customer Ratings`. Click on the
Kanban card for the rating to be hidden. On the individual rating's detail page, check the box
labeled :guilabel:`Visible Internally Only`.

.. image:: ratings/live-chat-ratings-visible-internally.png
:align: center
:alt: View of an individual rating's detail page with the visible internally setting checked.

.. seealso::
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