Geminate comes with a feature for website visitors / public users to fill out forms for submitting any queries or issues and on submission those information will generate leads in CRM. it will help easily to identify issues or queries for the administrator. on clicking the 'Send' button it will display an user friendly waiting screen with timer and animation. it will redirect the website visitor / public users to live chat after filling out the form with accurate details and auto-assign 'Salesperson' and 'Sales Team' from the configuration on generated leads for future followup.

2. Website Livechat Leads
●
Geminate comes with a feature for website visitors / public
users to fill out forms for submitting any queries or issues
and on submission those information will generate leads in
CRM. it will help easily to identify issues or queries for the
administrator. on clicking the 'Send' button it will display an
user friendly waiting screen with timer and animation. it will
redirect the website visitor / public users to live chat after
filling out the form with accurate details and auto assign
'Salesperson' and 'Sales Team' from the configuration on
generated leads for future followup.

3. Editions Supported
●
1. Community Version
●
2. Enterprise Version
●
Note: This module is developed, designed and
tested on odoo vanila.

4. Available Key Features
●
Easily send queries or issues to 'Administrator' with the help of
Livechat form.
●
New lead created for every single issues or queries.
●
Waiting screen with timer and user friendly animation.
●
New customer created if customer does not exists with
entered email address.
●
'Salesperson' and 'Sales team' auto assign from website
configuration.
●
Easy to setup, use and very quick.

5. Screenshots
●
Go to Live Chat -> Website Live Chat Channels

7. ●
Configure Waiting timer for waiting screen.

9. ●
Click on Go to Website button.

11. ●
Click on 'Unpublished' button if channel is not
published.

13. ●
Now It is published on Website!

15. ●
Go to Setting -> Website -> Features -> Live Chat
-> Channel.

17. ●
Go to Settings -> Website -> Communication ->
Contact Form.

19. Public User View
●
Live Chat button is visible for public user! Click
on Live Chat button.

22. ●
Click on send button after filling form. Response
will be saved as CRM lead.

24. ●
Waiting screen after click on send button!.

26. ●
Now you can start chat!

28. ●
Go to CRM -> Pipeline -> New lead created!

30. ●
Customer created of same name as Live Chat!
Salesperson and Sales Team set from Setting!

32. ●
Medium and source set automatically.

34. Find more Apps from Geminate
Our Services
Odoo Customization Odoo Implementation Odoo Integration Odoo Support

35. Complimentary Support
You will get 60 days free support for any doubt,
queries, and bug fixing (excluding data recovery)
or any type of issue related to this module.

36. Contact / Support
Need assistance?
Website Send Email Services