Ratings¶
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 to share any final comments before leaving the chat window.
Rate live chat conversations¶
Customers end a live chat conversation by clicking the (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 (smile) icon
Okay - yellow (neutral) icon
Dissatisfied - red (frown) icon
- menu
- (website)
- shows
- The live chat window at the end of a conversation, showing the three rating faces (satisfied, okay, dissatisfied) the visitor can choose from.
- highlight
- The three rating faces (red frame).
- data
- Demo website 'My Website' with the live chat widget enabled; channel 'YourCompany'.
- module
- im_livechat, website_livechat
- notes
- English UI, light theme, 1440px width.
Note
When customers end a conversation, a field marked 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 the green (smile) icon, they are presented with a thank you message and a Close Conversation link.
- menu
- (website)
- shows
- The live chat window after the visitor submitted a rating, showing the thank-you message and the conversation transcript link.
- highlight
- The thank-you message (red frame).
- data
- Demo website 'My Website' with the live chat widget enabled; channel 'YourCompany'.
- module
- im_livechat, website_livechat
- notes
- English UI, light theme, 1440px width.
If the customer selects either the yellow (neutral) icon or the red (frown) icon, 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.
- menu
- Discuss
- shows
- An operator's chat window in Discuss showing the rating the visitor left at the end of the conversation.
- highlight
- The rating in the conversation (red frame).
- data
- Demo website 'My Website' with the live chat widget enabled; channel 'YourCompany'.
- module
- im_livechat, website_livechat
- notes
- English UI, light theme, 1440px width.
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 app and clicking on the (vertical ellipsis) icon on the Kanban card for that team. Then, click Configure Channel to open the channel details form. Then click on the Go to Website smart button. This opens the Live Chat Channel Statistics page.
In the upper right corner of the page, click the red Unpublished slider. The slider changes from Unpublished to Published.
- menu
- (website) ‣ /livechat
- shows
- The public live chat ratings page of the website showing the channel's satisfaction percentages and the latest comments.
- data
- Ratings from about ten conversations.
- module
- im_livechat, website_livechat
- notes
- English UI, light theme, 1440px width.
Note
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. , then click New.
This opens a New Page pop-up window. In the 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
Menu Editor.
Click Create, and the newly created webpage opens. The Web Editor appears in the right panel.
The page lists the names of the Live Chat Channels whose ratings pages have been 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.
- menu
- Live Chat ‣ Configuration ‣ Live Chat Channels ‣ (channel)
- shows
- The live chat channel form with the Go to Website smart button and the Unpublished / Published toggle.
- highlight
- The Unpublished / Published toggle (red frame).
- data
- Channel 'YourCompany'.
- module
- im_livechat, website_livechat
- notes
- English UI, light theme, 1440px width.
Tip
The icon displayed on this page is configured on the live chat channel’s configuration page. To update this image, navigate to the app and click on the (vertical ellipsis) icon on the Kanban card for that team. Then, click Configure Channel to open the channel details form. Click the (pencil) icon in the image box to upload an image.
Make any desired changes or additions to this page, then click Save in the top right of the webpage editor. The website editor side panel closes, and the webpage remains on the screen.
To publish the livechat webpage, return to the list of webpages by navigating to
. Click the checkbox to the left of livechat in the
list of pages to select the page and highlight the line. Then, click the checkbox under the column
labeled Is Published. The field with the checkbox is highlighted in white. Click the
checkbox a second time to activate the Is Published box. The webpage is now published.
- menu
- Website ‣ Site ‣ Pages
- shows
- The website Pages list with the ratings page and its Published column checkbox.
- highlight
- The Published checkbox of the ratings page (red frame).
- data
- Page '/livechat'.
- module
- im_livechat, website_livechat
- notes
- English UI, light theme, 1440px width.
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 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.
See Hide individual ratings for more information.
Customer ratings report¶
The Customer Ratings report () displays an overview of the ratings received on live chat conversations, as well as any additional comments submitted with the rating.
- menu
- Live Chat ‣ Reports ‣ Customer Ratings
- shows
- The Customer Ratings report in kanban view, each card showing the rating, the operator and the visitor's comment.
- data
- Ratings from about ten conversations.
- module
- im_livechat, website_livechat
- notes
- English UI, light theme, 1440px width.
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.
Click on an individual rating to see additional details about the conversation, and the rating.
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 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 . Click on the Kanban card for the rating to be hidden. On the individual rating’s detail page, check the box labeled Visible Internally Only.
- menu
- Live Chat ‣ Reports ‣ Customer Ratings ‣ (rating)
- shows
- An individual rating's form with the Visible Internally Only checkbox enabled.
- highlight
- The Visible Internally Only checkbox (red frame).
- data
- One rating with a comment.
- module
- im_livechat, website_livechat
- notes
- English UI, light theme, 1440px width.