Overview
Social Media Hub
ChatRoom unifies WhatsApp, Facebook and Instagram chats in Odoo, letting you manage conversations, create leads, tickets or quotes — all from one screen.
The ChatRoom module seamlessly integrates Facebook Messenger, Instagram and WhatsApp Business with Odoo, allowing businesses to manage all customer conversations from a unified dashboard. Messages from customers flow in through connected bots and your team can track, chat and take action — such as creating leads, tickets or quotations — without ever leaving the interface. Whether it's a sales inquiry or a support question, ChatRoom helps you respond faster, assign follow-ups intelligently and maintain full context across every conversation — directly within Odoo.
How Organisations Use This Module
Centralized Communication
A customer support team connects multiple WhatsApp Business numbers, Facebook Pages and Instagram accounts into one centralized inbox. Agents can instantly switch between conversations, respond in real time and manage all interactions without leaving the system — ensuring faster and more consistent customer communication.
Customer Support Operations
A support team handles incoming queries from WhatsApp, Facebook and Instagram by accessing the complete conversation history of each customer. They can quickly understand issues, reply with context and convert chats into support tickets when needed — ensuring efficient tracking and faster resolution.
Sales & Lead Conversion
A sales team interacts with prospects directly through WhatsApp, Facebook and Instagram chats and converts conversations into leads with a single click. Based on customer requirements, they generate quotations instantly and recommend products, reducing response time and increasing the chances of closing deals.
Marketing & Campaign Engagement
A marketing team runs campaigns through WhatsApp, Facebook and Instagram and receives responses directly inside the hub. They follow up with interested customers in real time, nurture leads through conversations and track engagement to improve campaign performance and conversions.
Key Features
Unified Chat Inbox
Manage WhatsApp, Facebook and Instagram messages in one place.
Bot Message Capture
Automatically receive messages from connected bots.
One-Click Lead/Ticket Creation
Instantly convert chats into leads or support tickets.
Quotation from Chat
Create quotations directly from conversation threads.
Full Conversation History
Track every message for context and follow-up.
Product Access Panel
View and suggest products directly from the chat interface.
Customer Profile View
Know who you're talking to, in real time.
Live Notifications
Stay alerted on new incoming messages.
Quick Search
Easily find past conversations.
Module Screenshots & Explanations
Configuration
Facebook Configuration
Retrieve your Facebook Page credentials — Page ID and Access Token — from your Meta Developer Account and enter them here.
Navigate to ChatRoom → Configuration → Facebook Account to set up your Facebook Page.
Instagram Configuration
If your Instagram account is already linked to your Facebook Page, it will be configured automatically when the Facebook Page is added. No additional setup is required.
Chatbot Configuration
Navigate to Live Chat → Configuration → Chatbot and add your Facebook Page ID to enable chatbot messaging for that page.
Note: Multiple Facebook Pages or WhatsApp numbers can be linked to a single chatbot, but the same Facebook Page or WhatsApp number cannot be assigned to more than one chatbot.
Platform Switching
Quickly switch between platforms such as WhatsApp, Facebook and Instagram.
Grouped Chats
Chats are grouped by the specific WhatsApp Business number, Facebook Page or Instagram account.
Search Bar
Search for customers by name or message content across WhatsApp, Facebook and Instagram conversations.
Conversation View
Clicking any contact in the left-hand list highlights it and instantly loads that person's full message history in the main chat window, where you can read past exchanges and send new replies via the input bar.
In-Conversation Search
The search option helps you quickly find specific keywords, phrases email addresses within a conversation.
Reply to Specific Message
The reply feature lets users respond directly to any specific message in the conversation, whether sent by the agent or the customer.
Emoji Support
Add emojis to responses for a more personal and expressive interaction with customers across all platforms.
File & Media Sharing
Supports sending multiple files, images and documents at once across WhatsApp, Facebook and Instagram chats.
Note: Accepted file formats are: PDF, DOCX, XLSX, PPT, TXT, PNG and JPEG.
Profile Details Panel
The Profile Details panel displays key contact information for the selected user, including their name, phone number and email address. Agents can quickly edit details or initiate an email directly from this section, ensuring efficient and personalized customer interactions.
Email from Chat
Clicking the send icon in the Profile Details panel opens an email composer pre-filled with the customer's email address. Agents can enter a subject, compose a message, attach files and send emails directly — enabling quick communication without leaving the chat.
Automatic Lead Creation
When a chat conversation concludes with the required information provided, a new lead is automatically created. The lead details are shown in the sidebar under the "Lead Creation" section.
Edit Lead Details
Clicking the edit icon in the "Lead Creation" section opens the lead form, allowing users to review and update detailed lead information.
Reveal in Conversation
Clicking "Reveal in Conversation" highlights the exact message in the chat where the lead was created, making it easy to trace the source.
Lead Creation Confirmation
Clicking the send icon instantly delivers the lead creation message template to the user, confirming that a new lead has been successfully created.
Manual Lead Creation
The ➕ icon allows manual lead creation directly from the chat conversation in the Lead section.
Note: All of the above Lead features — automatic creation, edit, reveal in conversation, confirmation message and manual creation — work in the same way for Tickets as well. For Quotations, the same features are available but quotation creation is done manually using the ➕ icon.
Free Support
You will get 90 Days free support in case any bugs or issue (Except data recovery).
If any other custom modules are installed and because of that module some issue occurs then we charge extra.
Srikesh Infotech is an India based software company that focuses on highly qualitative, timely delivered and cost-effective offshore software development. We have 18+ years of technical and functional experience in ERP Customization and Implementation. The experience made us understand all the logics followed in business both functionally and technically.
Please note that You're not allowed to distribute this module after purchase! Incase of any question regarding this module feel free to email us on
info@srikeshinfotech.com
or contact us on WhatsApp +91 75388 24350 or raise a ticket on support.
