44
55.. |user | replace :: :icon: `fa-user-o ` :guilabel: `(user) ` icon
66.. |paperclip | replace :: :icon: `fa-paperclip ` :guilabel: `(paperclip) ` icon
7+ .. |ve | replace :: :icon: `fa-ellipsis-v ` :guilabel: `(vertical ellipsis) `
78
89The *Chatter * feature is integrated throughout Odoo to streamline communication, maintain
910traceability, and provide accountability among team members. Chatter windows, known as *composers *,
@@ -16,8 +17,8 @@ Chatter thread
1617==============
1718
1819A *chatter thread * can be found on most pages in the database, and serves as a record of the updates
19- and edits made to a record. A note is logged in the chatter thread when a change is made. The note
20- includes details of the change, and a time stamp.
20+ and edits made to a record. A note is logged in the chatter thread when a change is made to the
21+ record. The note includes details of the change, and a time stamp.
2122
2223.. example ::
2324 A user, Mitchell Admin, needs to update the email address of a contact. After they save the
@@ -29,15 +30,13 @@ includes details of the change, and a time stamp.
2930 - The updated email address.
3031
3132 .. image :: chatter/chatter-thread-email-update.png
32- :align: center
3333 :alt: A close up of a chatter thread with an update to a contact record.
3434
3535If a record was created, or edited, via an imported file, or was otherwise updated through an
3636intervention by the system, the chatter thread creates a log note, and credits the change to
3737OdooBot.
3838
3939.. image :: chatter/odoo-bot-created.png
40- :align: center
4140 :alt: A close up of a chatter thread of an OdooBot created contact record.
4241
4342.. _discuss/add-followers :
@@ -91,7 +90,6 @@ Tick the checkbox for any updates the follower should receive, and clear the che
9190updates they should **not ** receive. Click :guilabel: `Apply ` when finished.
9291
9392.. figure :: chatter/chatter-edit-subscription.png
94- :align: center
9593 :alt: The Edit Subscription window on a Helpdesk ticket.
9694
9795 The Edit Subscription options vary depending on the record type. These are the options for a
@@ -151,7 +149,6 @@ recipients of the message.
151149 before the message is sent, or a note is logged.
152150
153151.. image :: chatter/send-message-followers.png
154- :align: center
155152 :alt: A chatter composer preparing to send a message to the followers of a CRM opportunity and
156153 the customer listed on the opportunity record.
157154
@@ -165,7 +162,6 @@ To open the full composer, click the :icon:`fa-expand` :guilabel:`(expand)` icon
165162corner of the composer window.
166163
167164.. figure :: chatter/chatter-expand-icon.png
168- :align: center
169165 :alt: A chatter composer with emphasis on the expand icon.
170166
171167 The expand icon in a chatter composer.
@@ -174,8 +170,9 @@ Doing this opens a :guilabel:`Compose Email` pop-up window. Confirm or edit the
174170:guilabel: `Recipients ` of the message, or add additional recipients. The :guilabel: `Subject ` field
175171auto-populates based on the title of the record, though it can be edited, if desired.
176172
177- To use an :doc: `email template <../../general/companies/email_template/ >` for the message, select it
178- from the drop-down menu in the :guilabel: `Load template ` field.
173+ To use an :doc: `email template <../../general/companies/email_template/ >` for the message, click the
174+ |ve | icon, then select a template from the list. Existing templates can also be overwritten or
175+ deleted from this menu.
179176
180177.. note ::
181178 The number and type of templates available vary, based on the record the message is created from.
@@ -184,9 +181,29 @@ Click :icon:`fa-paperclip` :guilabel:`(paperclip)` icon to add any files to the
184181:guilabel: `Send `.
185182
186183.. image :: chatter/chatter-full-composer.png
187- :align: center
188184 :alt: The expanded full chatter composer in the CRM application.
189185
186+ Generate text with AI
187+ ~~~~~~~~~~~~~~~~~~~~~
188+
189+ To generate message text using AI, click the AI icon from the expanded chatter composer. This opens
190+ a :guilabel: `Generate Text with AI ` pop-up.
191+
192+ Enter a prompt in the :guilabel: `Send a message ` field to instruct the AI on the type of content
193+ needed, then press enter, or click the :icon: `fa-paper-plane ` :guilabel: `(paper plane) ` icon.
194+
195+ .. image :: chatter/chatter-generate-text-with-ai.png
196+ :alt: The generate text with AI popup.
197+
198+ After the text is generated, click :guilabel: `Insert ` to insert the text into the message composer.
199+
200+ .. tip ::
201+ Before sending the final message, be sure to edit any commentary from the AI, or any text in
202+ brackets.
203+
204+ .. image :: chatter/chatter-ai-draft-email.png
205+ :alt: A draft of an email with text generated by AI.
206+
190207Edit sent messages
191208------------------
192209
@@ -197,11 +214,10 @@ information.
197214 When messages are edited after they have been sent, an updated message is **not ** sent to the
198215 recipient.
199216
200- To edit a sent message, click the :icon: ` fa-ellipsis-h ` :guilabel: ` (ellipsis) ` icon menu to the
201- right of the message. Then, select :guilabel: `Edit `. Make any necessary adjustments to the message.
217+ To edit a sent message, click the | ve | menu to the right of the message. Then, select
218+ :guilabel: `Edit `. Make any necessary adjustments to the message.
202219
203220.. image :: chatter/chatter-edit.png
204- :align: center
205221 :alt: The edit message option in a chatter thread.
206222
207223To save the changes, press :command: `Ctrl + Enter `. To discard the changes, press :command: `Escape `.
@@ -234,7 +250,6 @@ corner of the result to reveal a :guilabel:`Jump` button. Click this button to b
234250message's location in the thread.
235251
236252.. figure :: chatter/chatter-search.png
237- :align: center
238253 :alt: Search results in a chatter thread emphasising the search icon and the jump button.
239254
240255 Search results in a chatter thread. Hover over the upper-right corner of a result to see the
@@ -274,11 +289,12 @@ Add any additional information in the optional :guilabel:`Log a note...` field.
274289Lastly, click one of the following buttons:
275290
276291- :guilabel: `Schedule `: adds the activity to the chatter under :guilabel: `Planned activities `.
277- - :guilabel: `Mark as Done `: adds the details of the activity to the chatter under :guilabel: `Today `.
278- The activity is not scheduled, it is automatically marked as completed.
279- - :guilabel: `Done \& Schedule Next `: adds the task under :guilabel: `Today ` marked as done, and
280- opens a new activity window.
281- - :guilabel: `Discard `: discards any changes made on the pop-up window.
292+ - :guilabel: `Schedule & Mark as Done `: adds the details of the activity to the chatter under
293+ :guilabel: `Today `. The activity is added to :guilabel: `Today `, and is automatically marked as
294+ done.
295+ - :guilabel: `Done \& Schedule Next `: adds the task under :guilabel: `Today ` marked as done, and opens
296+ a new activity window.
297+ - :guilabel: `Cancel `: discards any changes made on the pop-up window.
282298
283299Scheduled activities are added to the chatter for the record under :guilabel: `Planned activities `,
284300and are color-coded based on their due date.
@@ -288,15 +304,13 @@ and are color-coded based on their due date.
288304- **Green ** icons indicate an activity with a due date scheduled in the future.
289305
290306.. image :: chatter/chatter-activity-icons.png
291- :align: center
292307 :alt: A chatter thread with planned activities with varying due dates.
293308
294309.. tip ::
295310 Click the :icon: `fa-info-circle ` :guilabel: `(info) ` icon next to a planned activity to see
296311 additional details.
297312
298313 .. image :: chatter/planned-activity-details.png
299- :align: center
300314 :alt: A detailed view of a planned activity.
301315
302316After completing an activity, click :guilabel: `Mark Done ` under the activity entry in the chatter.
@@ -308,7 +322,6 @@ After the activity is marked complete, an entry with the activity type, title, a
308322that were included in the pop-up window are listed in the chatter.
309323
310324.. image :: chatter/chatter-completed-activity.png
311- :align: center
312325 :alt: A chatter thread with a completed activity, included additional details.
313326
314327.. _discuss/attach-files :
@@ -345,7 +358,6 @@ heading.
345358 :guilabel: `Files ` section from visible to invisible in the chatter thread.
346359
347360 .. image :: chatter/chatter-attach-files.png
348- :align: center
349361 :alt: A chatter thread with a file attached and the Attach files button added.
350362
351363.. _discuss/integrations :
@@ -385,7 +397,6 @@ pop-up window.
385397 <productivity/whatsapp/templates>` for more information.
386398
387399.. image :: chatter/whats-app-message.png
388- :align: center
389400 :alt: A send WhatsApp message pop-up window.
390401
391402Google Translate
@@ -404,13 +415,11 @@ changes.
404415Translate a chatter message
405416~~~~~~~~~~~~~~~~~~~~~~~~~~~
406417
407- To translate a user's text from another language, click the :icon: `fa-ellipsis-h `
408- :guilabel: `(ellipsis) ` menu to the right of the chatter. Then, select :guilabel: `Translate `. The
409- content translates to the language set in the :doc: `user's preferences
410- <../../general/users/language/>`.
418+ To translate a user's text from another language, click the |ve | menu to the right of the chatter.
419+ Then, select :guilabel: `Translate `. The content translates to the language set in the :doc: `user's
420+ preferences <../../general/users/language/>`.
411421
412422.. image :: chatter/chatter-translate-message.png
413- :align: center
414423 :alt: alt text
415424
416425.. important ::
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