odoo-forge-bundle 0.1.0

package/payload/skills/odoo18-docs/references/docs/applications/productivity/voip/voip_widget.md

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+---
+title: "VoIP actions"
+source_url: "https://docs.odoo.sbggai.top/applications/productivity/voip/voip_widget.html"
+---
+
+============
+# VoIP actions
+
+.. |VOIP| replace:: :abbr:`VoIP (Voice over Internet Protocol)`
+
+The |VOIP| widget is an add-on made available to Odoo users by installing the |VOIP| module. Instead
+of managing mobile devices for every salesperson, fumbling through call transfers for upset
+customers, or needing a meeting room to handle a conference call, utilize the |VOIP| widget to
+tackle any of these business needs.
+
+# Navigate the VoIP widget
+
+The |VOIP| widget contains three tabs: :guilabel:`Recent`, :guilabel:`Next Activities`, and
+:guilabel:`Contacts`, which are used for managing calls and day-to-day activities in Odoo. Use the
+search bar to find contacts faster.
+
+.. image:: voip_widget/voip-tabs.png
+   :alt: VoIP tabs that can be clicked on.
+
+## Recent tab
+
+Under the :guilabel:`Recent` tab of the |VOIP| widget, the call history for the user is available.
+This includes incoming and outgoing calls. Any number can be clicked to begin a call.
+
+## Next activities tab
+
+Under the :guilabel:`Next Activities` tab of the |VOIP| widget, a user can see any calls assigned to
+them, and which ones are due to be completed for the day.
+
+Click an activity from this tab to perform any of these actions to prepare for and complete (found
+under the **Documents** heading):
+
+- :icon:`fa-envelope` :guilabel:`(envelope)`: send an email to a contact (e.g., coworkers or
+  clients)
+- :icon:`fa-user` :guilabel:`(user)`: shows the contact information for this contact
+- :icon:`fa-file-text-o` :guilabel:`(documents)`: shows the attached record in Odoo (like sales
+  orders)
+- :icon:`fa-clock-o` :guilabel:`(Activities)`: schedule an activity
+
+When viewing the activity, the user can also manage the activity's details and status:
+
+- :icon:`fa-check` :guilabel:`(check)`: marks the activity as complete
+- :icon:`fa-pencil` :guilabel:`(edit)`: edits the activity (like its due date)
+- :icon:`oi-close` :guilabel:`(close)`: cancels the activity
+
+To call the customer related to a scheduled activity, click the :icon:`fa-phone` :guilabel:`(phone)`
+icon. Click the :icon:`fa-keyboard-o` :guilabel:`(keyboard)` icon to dial another number.
+
+### Add a call
+
+From the database home page, click :menuselection:`CRM app`. On the :guilabel:`Pipeline`, make sure
+it is open to the Kanban view. Next, near the top of the screen, click the :icon:`oi-voip`
+:guilabel:`VoIP` icon and make sure the |VOIP| widget is opened to the :guilabel:`Next Activites`
+tab. After that, hover over the opportunity that should have a call and click the :icon:`fa-phone`
+:guilabel:`(phone)` with the small green :icon:`fa-plus` :guilabel:`plus` icon.
+
+.. image:: voip_widget/add-call.png
+   :alt: A sales opportunity with the option to add a call to the VoIP widget.
+
+To remove a call from the :guilabel:`Next activities` tab, hover over the opportunity that has a
+call scheduled, and click the red :icon:`fa-phone` :guilabel:`(phone)` icon that appears with the
+:icon:`fa-minus` :guilabel:`(minus)` icon.
+
+.. image:: voip_widget/remove-call.png
+   :alt: A sales opportunity with the option to remove a call from the VoIP widget.
+
+## Contacts tab
+
+Under the :guilabel:`Contacts` tab of the |VOIP| widget, a user can access a contact in the
+**Contacts** app.
+
+Any contact that has a saved phone number can be called by clicking into the contact from the |VOIP|
+widget's :guilabel:`Contacts` tab.
+
+A search feature is also available at the top of the widget, represented by a :icon:`fa-search`
+:guilabel:`(search)` icon. Use this tool to find a specific contact. Scheduled activities will not
+appear as search results.
+
+# Make a phone call with VoIP
+
+One of the primary purposes of |VOIP| is to make phone calls without needing a phone. Here are the
+three ways to make a phone call in the Odoo database. First, click the :icon:`oi-voip`
+:guilabel:`(VoIP)` icon, located in the top-right of the navigation bar. From here:
+
+- Enter the phone number to be called by clicking the :icon:`fa-keyboard-o` :guilabel:`(keyboard)`
+  icon, and then entering the phone number.
+- Click the :icon:`fa-phone` :guilabel:`(phone)` icon to redial the last called contact.
+- Search for a specific contact's name or go to the :guilabel:`Contacts` tab. Then, select the
+  contact and click the :icon:`fa-phone` :guilabel:`(phone)` icon.
+
+When receiving calls in Odoo, the |VOIP| widget rings, and displays a notification. To close the
+widget, click the :icon:`oi-close` :guilabel:`(close)` icon in the upper-right of the widget's
+screen.
+
+> **note**:
+>    The |VOIP| number is the one provided by Axivox. It can be accessed by navigating to
+   [https://manage.axivox.com/ ](https://manage.axivox.com/). After logging into the portal, go to
+   :menuselection:`Users --> Outgoing number` (column).
+
+## Transfer a phone call
+
+Manually transferring a call only happens when on a call. To transfer a call within the |VOIP|
+widget, first, answer the call using the green :icon:`fa-phone` :guilabel:`(phone)` icon.
+
+Once the incoming call is answered, click the :icon:`fa-arrows-h` :guilabel:`(left-right arrows)`
+icon. Then, enter the extension of the user the call should be forwarded to. Finally, click
+:guilabel:`Transfer` to route the call to that phone number.
+
+> **tip**:
+>    To find the extension for a user, consult the |VOIP| administrator. If the user has
+   :guilabel:`Administration` access rights set to :guilabel:`Settings`, find extensions by going to
+   :menuselection:`Settings app` and click the :icon:`fa-arrow-right` :guilabel:`Manage Users`
+   button. Select the user, and go to the :guilabel:`VoIP` tab. That user's extension is their
+   :guilabel:`VoIP username`.
+
+If the user does not pick up the call or is busy with another call, then calls can be automatically
+transferred. This gets configured with the |VOIP| service provider.
+
+## Forward a phone call
+
+To forward a call within the |VOIP| widget, first, answer the call using the green :icon:`fa-phone`
+:guilabel:`(phone)` icon.
+
+Then, click the :icon:`fa-arrows-h` :guilabel:`(left-right arrows)` icon. Enter the full phone
+number of the user the call should be forwarded to. Finally, click :guilabel:`Transfer` to route the
+call to that phone number.
+
+# Send an email through the VoIP widget
+
+Emails can also be sent through the |VOIP| widget. This is helpful for sending follow-up emails to
+the call participants, emailing a question to a coworker, or reminding a vendor to send over some
+components during a check-in call.
+
+To send an email through the |VOIP| widget, click the :icon:`oi-voip` :guilabel:`(VoIP)` icon,
+located in the top navigation bar. When this is clicked, the |VOIP| widget will appear in the
+bottom-left corner of the page. Then, search for a contact to email or find them in the
+:guilabel:`Contacts` tab of the |VOIP| widget.
+
+Next, click the :icon:`fa-envelope-o` :guilabel:`(envelope)` icon, and then select the email
+recipients, enter the email's subject line, and write the email. When it is ready to be sent, click
+:guilabel:`Send`. To schedule an email to send later, click the :icon:`fa-caret-down`
+:guilabel:`(dropdown)` icon next to :guilabel:`Send`, click :guilabel:`Send Later`, pick the
+scheduled time, and click :guilabel:`Schedule`.
+
+.. _voip/voip_widget/troubleshooting_voip:
+
+# Troubleshooting the VoIP widget
+
+Each section below goes through common issues with the |VOIP| widget and how to resolve them.
+
+## Missing parameter
+
+If a *Missing Parameter* error message appears in the |VOIP| widget, refresh the window, and try
+again.
+
+## Incorrect number
+
+If an *Incorrect Number* error message appears in the |VOIP| widget, make sure to use the
+international format, leading with the :icon:`fa-plus` :guilabel:`(plus)`, followed by the
+international country code (e.g., +16506913277, where `+1` is the international prefix for the
+United States.)
+
+
+## The websocket connection with the server has been lost
+
+If a *The websocket connection with the server has been lost. Please try to refresh the page.* error
+message appears in the |VOIP| widget, then refresh the page close other browser tabs.
+
+This error is caused by returning to the database after a period of inactivity, like lunch, or if
+there are too many browser tabs open.
+
+## Failed to start the user agent
+
+If a *Failed to start the user agent. The URL of the websocket may be wrong. Please have an
+administrator verify the websocket server URL in the General Settings.* error message appears in the
+|VOIP| widget, then update the browser and computer.
+
+This error is caused by the browser or computer not being up-to-date (and can also cause issues with
+the microphone).
+
+## Grayed-out VoIP widget
+
+If the |VOIP| widget is completely grayed out and cannot be interacted with, then update the browser
+and computer, and delete the Google Chrome extension causing the problem.
+
+## Cannot connect to the VoIP phone number
+
+If the user cannot connect to their |VOIP| phone number, then their Odoo profile is missing their
+:guilabel:`Voip Secret`. To add this, click the user avatar, and then click :guilabel:`My Profile`.
+From here, click the :guilabel:`VoIP` tab, and then enter the user's :guilabel:`Voip Secret`. This
+is the user's password to their account for their |VOIP| service provider.

package/payload/skills/odoo18-docs/references/docs/applications/productivity/voip.md

@@ -0,0 +1,106 @@
+---
+title: ""
+source_url: "https://docs.odoo.sbggai.top/applications/productivity/voip.html"
+---
+
+:show-content:
+# 
+# VoIP (Voice over Internet Protocol)
+
+.. |VOIP| replace:: :abbr:`VoIP (Voice over Internet Protocol)`
+
+|VOIP| in Odoo enables businesses to handle calls over the internet by integrating directly with
+Odoo apps like **CRM**, **Helpdesk**, and more. Calls and messages are logged within these apps,
+keeping records linked to customer interactions.
+
+.. seealso::
+   [Odoo Tutorials: VoIP ](https://www.odoo.com/slides/voip-voice-over-ip-315)
+
+Users can make and receive calls, track communication history, and automate call routing based on
+predefined rules. Features like call recording and analytics provide insights into call volume and
+response times, helping teams track communication efficiency.
+
+.. cards::
+   .. card:: VoIP actions
+      :target: voip/voip_widget
+      :large:
+
+      Get oriented with the features of the VoIP widget, like what actions can be taken during a
+      call.
+
+   .. card:: Devices and integrations
+      :target: voip/devices_integrations
+      :large:
+
+      Learn about accessing the VoIP widget from different devices (like phones) and apps (like
+      Linphone).
+
+# VoIP terms
+
+- **VoIP**: Voice over Internet Protocol. Technology that is used to handle calls that are not made
+  from a phone line.
+- **SIP**: Session Initiation Protocol. Technology included in |VOIP| that specifically handles the
+  setup, management, and termination of calls.
+- **Call queue**: A system to route calls (usually in a support team). This allows customers to wait
+  for help if no support agents are available.
+- **Dial plans**: A system to define how |VOIP| calls are routed, based on set rules.
+
+# Configure VoIP
+
+To use |VOIP|, first :ref:`install <general/install>` the :guilabel:`VoIP` module.
+
+Once the module is installed, a :icon:`oi-voip` (:guilabel:`VoIP`) icon will appear at the top of
+the screen. This is where phone calls are made from within Odoo. When this icon is clicked, a |VOIP|
+pop-up widget appears on the screen, and is where emails can be sent, user and employee info can be
+edited, and activities can be managed. While this pop-up widget is open, the user can navigate
+through their Odoo apps.
+
+Using |VOIP| also requires a service provider. The next section explains how to connect a service
+provider to the Odoo database.
+
+## VoIP providers
+
+While |VOIP| setup is minimal in Odoo, most configuration happens in the external |VOIP| service
+provider. Two verified providers are :doc:`OnSIP <voip/onsip>` and :doc:`Axivox <voip/axivox>`.
+Click on the cards below to learn how to configure these service providers in the Odoo database. If
+these providers cannot be used, an alternate provider must meet these requirements to connect with
+Odoo:
+
+- |VOIP| host must provide access to a SIP server via a websocket connection
+- |VOIP| host must support WebRTC protocol
+
+To add the credentials for the alternate provider, go to the **Settings** app and search for `VoIP`.
+In the :guilabel:`Integrations` section under :guilabel:`VoIP`, click :guilabel:`Manage Providers`.
+And then, click :guilabel:`New` and enter the requested information (like the websocket's URL). Note
+that the :guilabel:`OnSIP Domain` field is where the domain created by the alternate provider goes.
+
+If any issues with the |VOIP| service provider are encountered, then reach out to their support
+team. If any issues when setting up the |VOIP| service provider are encountered in Odoo, then follow
+the :ref:`relevant troubleshooting steps <voip/voip_widget/troubleshooting_voip>`.
+
+> **warning**:
+>    Odoo **cannot** verify that every alternate provider is compatible with Odoo's systems. However,
+   if the above requirements are met, then no issues should be found.
+
+.. cards::
+   .. card:: Axivox configuration
+      :target: voip/axivox
+      :large:
+
+      Learn how to set up Axivox in Odoo. This includes adding users to Axivox, setting up call
+      queues, and more.
+
+   .. card:: OnSIP configuration
+      :target: voip/onsip
+      :large:
+
+      Learn how to set up OnSIP in Odoo. This includes entering OnSIP credentials into Odoo and
+      handling troubleshooting.
+
+.. toctree::
+   :titlesonly:
+
+   voip/onsip
+   voip/axivox
+   voip/voip_widget
+   voip/devices_integrations