diff --git a/content/applications/productivity/discuss/chatter.rst b/content/applications/productivity/discuss/chatter.rst index 4aced6d115..72cf4e4cfe 100644 --- a/content/applications/productivity/discuss/chatter.rst +++ b/content/applications/productivity/discuss/chatter.rst @@ -4,6 +4,7 @@ Chatter .. |user| replace:: :icon:`fa-user-o` :guilabel:`(user)` icon .. |paperclip| replace:: :icon:`fa-paperclip` :guilabel:`(paperclip)` icon +.. |ve| replace:: :icon:`fa-ellipsis-v` :guilabel:`(vertical ellipsis)` The *Chatter* feature is integrated throughout Odoo to streamline communication, maintain traceability, and provide accountability among team members. Chatter windows, known as *composers*, @@ -16,8 +17,8 @@ Chatter thread ============== A *chatter thread* can be found on most pages in the database, and serves as a record of the updates -and edits made to a record. A note is logged in the chatter thread when a change is made. The note -includes details of the change, and a time stamp. +and edits made to a record. A note is logged in the chatter thread when a change is made to the +record. The note includes details of the change, and a time stamp. .. example:: A user, Mitchell Admin, needs to update the email address of a contact. After they save the @@ -29,7 +30,6 @@ includes details of the change, and a time stamp. - The updated email address. .. image:: chatter/chatter-thread-email-update.png - :align: center :alt: A close up of a chatter thread with an update to a contact record. If a record was created, or edited, via an imported file, or was otherwise updated through an @@ -37,7 +37,6 @@ intervention by the system, the chatter thread creates a log note, and credits t OdooBot. .. image:: chatter/odoo-bot-created.png - :align: center :alt: A close up of a chatter thread of an OdooBot created contact record. .. _discuss/add-followers: @@ -91,7 +90,6 @@ Tick the checkbox for any updates the follower should receive, and clear the che updates they should **not** receive. Click :guilabel:`Apply` when finished. .. figure:: chatter/chatter-edit-subscription.png - :align: center :alt: The Edit Subscription window on a Helpdesk ticket. The Edit Subscription options vary depending on the record type. These are the options for a @@ -151,7 +149,6 @@ recipients of the message. before the message is sent, or a note is logged. .. image:: chatter/send-message-followers.png - :align: center :alt: A chatter composer preparing to send a message to the followers of a CRM opportunity and the customer listed on the opportunity record. @@ -165,7 +162,6 @@ To open the full composer, click the :icon:`fa-expand` :guilabel:`(expand)` icon corner of the composer window. .. figure:: chatter/chatter-expand-icon.png - :align: center :alt: A chatter composer with emphasis on the expand icon. 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 :guilabel:`Recipients` of the message, or add additional recipients. The :guilabel:`Subject` field auto-populates based on the title of the record, though it can be edited, if desired. -To use an :doc:`email template <../../general/companies/email_template/>` for the message, select it -from the drop-down menu in the :guilabel:`Load template` field. +To use an :doc:`email template <../../general/companies/email_template/>` for the message, click the +|ve| icon, then select a template from the list. Existing templates can also be overwritten or +deleted from this menu. .. note:: 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 :guilabel:`Send`. .. image:: chatter/chatter-full-composer.png - :align: center :alt: The expanded full chatter composer in the CRM application. +Generate text with AI +~~~~~~~~~~~~~~~~~~~~~ + +To generate message text using AI, click the AI icon from the expanded chatter composer. This opens +a :guilabel:`Generate Text with AI` pop-up. + +Enter a prompt in the :guilabel:`Send a message` field to instruct the AI on the type of content +needed, then press enter, or click the :icon:`fa-paper-plane` :guilabel:`(paper plane)` icon. + +.. image:: chatter/chatter-generate-text-with-ai.png + :alt: The generate text with AI popup. + +After the text is generated, click :guilabel:`Insert` to insert the text into the message composer. + +.. tip:: + Before sending the final message, be sure to edit any commentary from the AI, or any text in + brackets. + + .. image:: chatter/chatter-ai-draft-email.png + :alt: A draft of an email with text generated by AI. + Edit sent messages ------------------ @@ -197,11 +214,10 @@ information. When messages are edited after they have been sent, an updated message is **not** sent to the recipient. -To edit a sent message, click the :icon:`fa-ellipsis-h` :guilabel:`(ellipsis)` icon menu to the -right of the message. Then, select :guilabel:`Edit`. Make any necessary adjustments to the message. +To edit a sent message, click the |ve| menu to the right of the message. Then, select +:guilabel:`Edit`. Make any necessary adjustments to the message. .. image:: chatter/chatter-edit.png - :align: center :alt: The edit message option in a chatter thread. To 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 message's location in the thread. .. figure:: chatter/chatter-search.png - :align: center :alt: Search results in a chatter thread emphasising the search icon and the jump button. 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. Lastly, click one of the following buttons: - :guilabel:`Schedule`: adds the activity to the chatter under :guilabel:`Planned activities`. -- :guilabel:`Mark as Done`: adds the details of the activity to the chatter under :guilabel:`Today`. - The activity is not scheduled, it is automatically marked as completed. -- :guilabel:`Done \& Schedule Next`: adds the task under :guilabel:`Today` marked as done, and - opens a new activity window. -- :guilabel:`Discard`: discards any changes made on the pop-up window. +- :guilabel:`Schedule & Mark as Done`: adds the details of the activity to the chatter under + :guilabel:`Today`. The activity is added to :guilabel:`Today`, and is automatically marked as + done. +- :guilabel:`Done \& Schedule Next`: adds the task under :guilabel:`Today` marked as done, and opens + a new activity window. +- :guilabel:`Cancel`: discards any changes made on the pop-up window. Scheduled activities are added to the chatter for the record under :guilabel:`Planned activities`, and are color-coded based on their due date. @@ -288,7 +304,6 @@ and are color-coded based on their due date. - **Green** icons indicate an activity with a due date scheduled in the future. .. image:: chatter/chatter-activity-icons.png - :align: center :alt: A chatter thread with planned activities with varying due dates. .. tip:: @@ -296,7 +311,6 @@ and are color-coded based on their due date. additional details. .. image:: chatter/planned-activity-details.png - :align: center :alt: A detailed view of a planned activity. After 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 that were included in the pop-up window are listed in the chatter. .. image:: chatter/chatter-completed-activity.png - :align: center :alt: A chatter thread with a completed activity, included additional details. .. _discuss/attach-files: @@ -345,7 +358,6 @@ heading. :guilabel:`Files` section from visible to invisible in the chatter thread. .. image:: chatter/chatter-attach-files.png - :align: center :alt: A chatter thread with a file attached and the Attach files button added. .. _discuss/integrations: @@ -385,7 +397,6 @@ pop-up window. ` for more information. .. image:: chatter/whats-app-message.png - :align: center :alt: A send WhatsApp message pop-up window. Google Translate @@ -404,13 +415,11 @@ changes. Translate a chatter message ~~~~~~~~~~~~~~~~~~~~~~~~~~~ -To translate a user's text from another language, click the :icon:`fa-ellipsis-h` -:guilabel:`(ellipsis)` menu to the right of the chatter. Then, select :guilabel:`Translate`. The -content translates to the language set in the :doc:`user's preferences -<../../general/users/language/>`. +To translate a user's text from another language, click the |ve| menu to the right of the chatter. +Then, select :guilabel:`Translate`. The content translates to the language set in the :doc:`user's +preferences <../../general/users/language/>`. .. image:: chatter/chatter-translate-message.png - :align: center :alt: alt text .. important:: diff --git a/content/applications/productivity/discuss/chatter/chatter-ai-draft-email.png b/content/applications/productivity/discuss/chatter/chatter-ai-draft-email.png new file mode 100644 index 0000000000..62f3b69f0a Binary files /dev/null and b/content/applications/productivity/discuss/chatter/chatter-ai-draft-email.png differ diff --git a/content/applications/productivity/discuss/chatter/chatter-attach-files.png b/content/applications/productivity/discuss/chatter/chatter-attach-files.png index c6fd201a32..1ec81f8831 100644 Binary files a/content/applications/productivity/discuss/chatter/chatter-attach-files.png and b/content/applications/productivity/discuss/chatter/chatter-attach-files.png differ diff --git a/content/applications/productivity/discuss/chatter/chatter-edit.png b/content/applications/productivity/discuss/chatter/chatter-edit.png index 3e82745c22..f00c74f9c8 100644 Binary files a/content/applications/productivity/discuss/chatter/chatter-edit.png and b/content/applications/productivity/discuss/chatter/chatter-edit.png differ diff --git a/content/applications/productivity/discuss/chatter/chatter-expand-icon.png b/content/applications/productivity/discuss/chatter/chatter-expand-icon.png index 5f35e478ef..3c382b0d63 100644 Binary files a/content/applications/productivity/discuss/chatter/chatter-expand-icon.png and b/content/applications/productivity/discuss/chatter/chatter-expand-icon.png differ diff --git a/content/applications/productivity/discuss/chatter/chatter-full-composer.png b/content/applications/productivity/discuss/chatter/chatter-full-composer.png index 7ac0c604f6..7d723bcd03 100644 Binary files a/content/applications/productivity/discuss/chatter/chatter-full-composer.png and b/content/applications/productivity/discuss/chatter/chatter-full-composer.png differ diff --git a/content/applications/productivity/discuss/chatter/chatter-generate-text-with-ai.png b/content/applications/productivity/discuss/chatter/chatter-generate-text-with-ai.png new file mode 100644 index 0000000000..ef3da12331 Binary files /dev/null and b/content/applications/productivity/discuss/chatter/chatter-generate-text-with-ai.png differ diff --git a/content/applications/productivity/discuss/chatter/chatter-search.png b/content/applications/productivity/discuss/chatter/chatter-search.png index a8cf0657cc..9e3479d853 100644 Binary files a/content/applications/productivity/discuss/chatter/chatter-search.png and b/content/applications/productivity/discuss/chatter/chatter-search.png differ diff --git a/content/applications/productivity/discuss/chatter/chatter-translate-message.png b/content/applications/productivity/discuss/chatter/chatter-translate-message.png index 211a762a6f..d999b27eb3 100644 Binary files a/content/applications/productivity/discuss/chatter/chatter-translate-message.png and b/content/applications/productivity/discuss/chatter/chatter-translate-message.png differ diff --git a/content/applications/productivity/discuss/chatter/planned-activity-details.png b/content/applications/productivity/discuss/chatter/planned-activity-details.png index 1f8d0def54..143ba392eb 100644 Binary files a/content/applications/productivity/discuss/chatter/planned-activity-details.png and b/content/applications/productivity/discuss/chatter/planned-activity-details.png differ diff --git a/content/applications/productivity/discuss/chatter/send-message-followers.png b/content/applications/productivity/discuss/chatter/send-message-followers.png index ae85aff71b..55972a351b 100644 Binary files a/content/applications/productivity/discuss/chatter/send-message-followers.png and b/content/applications/productivity/discuss/chatter/send-message-followers.png differ