Manage Conversations in the Back-Office
Oro provides a conversation tool designed for communication both within the back-office and storefront environments. This tool enables back-office users to exchange information with each other, as well as facilitates communication between back-office users and customers users in the storefront, creating a cohesive and integrated environment for all stakeholders.
Each conversation consists of a set of messages that can be sent by different types of users.
Start a New Conversation
To start a new conversation in the back-office, navigate to Activities > Conversations in the menu and click Create Conversation on the top right. Alternatively, you can click Start Conversation on the page of a supported record under the More Actions menu on the top right. Supported records are:
Customer User
Order
Request for Quote
User
Next, provide the following information:
Assigned to — A user to whom the conversation is assigned. By default, the name of the currently logged in user is pre-selected.
Name — The name of the conversation.
Status — The status of the conversation, as directed by the Conversation workflow. By default, status options are Active, Inactive, and Closed.
Source — A source of the conversation can be a related entity, such as a user, an order, an RFQ. This is an optional field and can be left empty.
Context — An entity related to the conversation, e.g. a customer user. You can add more than one context to the field. When you add context of a record to the activity, it will be displayed in the Activity section of that record’s view page. This is an optional field and can be left empty.
When a conversation is created, it is automatically set to status Active, as configured in the Conversations workflow.
To create a new message in the conversation:
Click Add Message on the top right of the conversation view page.
Provide your message in the text box and define who the message is from. You can choose other users other than yourself to be the sender of the message, if they have view user and customer user permissions.
Click Save.
You can interact with the conversation via any record added as context as long as the conversation status is not Closed. If a context is removed from the conversation, the conversation disappears from the Activity section of that record’s view page.
Manage Conversations and Messages
You can view, update, delete the existing conversations, and add context or a new message to them from the following pages in your Oro application:
From the page of a related record in the Activities section.
By default, the conversation displays the last 5 messages, but you can navigate through them by using the <Older or Newer> buttons. Use the Refresh button to synchronized it with the latest messages that may have been added.
From the page of all conversations under Activities > Conversations in the main menu, where you can perform the necessary actions for a conversation.
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