Chats and sharing
Every conversation is saved to your account, so you can come back to it, continue it or share it.
What you can do
- Start a new chat, and search your earlier chats.
- Pin, rename or delete a chat.
- Share a chat with a read-only link, and revoke the link later.
- Get a desktop notification when an answer finishes while you are in another tab.
- Work with several Odoo servers, each with its own conversations.
Your chats
The sidebar lists your chats, grouped by date. Select New chat to start a new one.
| Action | How |
|---|---|
| Search | Select the search icon ("Search chats"), then type in "Search chats...". The messages "No chats found" and "No conversations" show an empty result |
| Pin | Open the Options menu on a chat and select Pin. Select Unpin to undo it |
| Rename | Open the Options menu and select Rename |
| Delete | Open the Options menu and select Delete, or use Delete Chat in the top bar menu. A confirmation appears first |
| Load older chats | Select Load more chats |
| Collapse the sidebar | Select Collapse sidebar |
The sidebar also has a Chats / Reports toggle. Reports lists your saved reports.
The user menu at the bottom of the sidebar has Settings, Homepage and Sign Out. Administrators also see Admin Dashboard.
Each chat is tied to a server
A chat belongs to the Odoo server you chose when you started it. You can keep separate conversations for production, staging or client servers. Chat titles are generated for you. The Analytical mode setting and the Session settings switches are saved per chat.
Share a chat
You can share a conversation with someone who does not have an Assista X account.
- Open the chat and select Share Chat in the top bar menu.
- Read the note: "Anyone with the link can view this conversation in read-only mode."
- Select Generate Link.
- Select Copy to copy the link, or pick a service under Share via (for example WhatsApp or X).
Once shared, the menu item reads Shared. The window says "This chat is publicly shared. Anyone with the link can view it." To stop sharing, select Revoke Access. A failure shows "Failed to generate share link" or "Failed to revoke share".
WARNING
Anyone who has the link can read the conversation, including the data in the answers. Share only chats that are fine for others to see, and revoke the link when you are done.
Notifications
Select the bell icon (Enable Notifications) in the top bar to be told when an answer is ready while you are in another tab or window. Your browser asks for permission first. You see "Notifications enabled successfully", or "Notification permission denied" if you decline, or "This browser does not support desktop notification". Select the bell again (Disable Notifications) to turn them off.
Servers and companies
The server button in the top bar opens a menu for the active server with a Companies list for multi-company databases, Refresh Locale and Edit Server. See Connect your Odoo server.
Other top bar controls
- Light Mode / Dark Mode switches the theme. You can also choose System, Light or Dark in Settings > Theme.
- Contact Us opens a form to send a message to the team.
Data kept
Your conversation history is saved to your account. See Security and privacy for how long it is kept.