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Canned Replies & Snippet Library — A shared, searchable library of reusable canned responses and macros that plug into Discus — 1/1示意预览

A shared, searchable library of reusable canned responses and macros that plug into Discuss,

the mail compose wizard, the unified inbox and helpdesk. Built to order, installed and supported by ECOSIRE.

什么是 Canned Replies & Snippet Library?

A shared, searchable library of reusable canned responses and macros that plug into Discuss, the mail compose wizard, the unified inbox and helpdesk. Built to order, installed and supported by ECOSIRE. Built to order by ECOSIRE for Odoo 17, 18, 19 — indicative price from $999.00 USD; request a quote for a scoped proposal.

核心功能

New `mail.canned.reply` model with rich-text `body_html`, `ir.attachment` support, `category_id`, owning `user_id`, and shared/team flag
QWeb-rendered dynamic placeholders (customer name, company, order reference, agent signature) resolved against the active record context at insert time
`/shortcut` typed trigger plus an OWL quick-search insert palette embedded in the message composer
Per-category access control via `ir.model.access.csv` and record rules bound to `res.groups`, separating team-shared from personal snippets
Insertion wired into Discuss messages, the `mail.compose.message` wizard, the unified team inbox and helpdesk replies
Multi-language variants per reply keyed on `res.lang`, auto-selected from the recipient's `partner.lang`
Usage analytics from a `mail.canned.reply.usage` log: most-used replies, per-agent usage, and computed metrics via `@api.depends`
Stale/unused snippet report driven by an automated action flagging replies not used within a configurable window
Version history on each canned reply with one-click restore to any prior revision
Bulk import/export of snippets in CSV/HTML for onboarding and migration between databases
Optional approval workflow with a `state` field (`draft`/`pending`/`approved`) gated by a manager `res.groups` before snippets go live
Full XML-RPC/JSON-RPC exposure of the model for programmatic seeding and external tooling
Category tree with per-team scoping so large libraries stay searchable and governed
Community and Enterprise compatible, building only on `base` and `mail`, with helpdesk hooks wired conditionally when Enterprise apps are present

按需定制,全程代劳

无需自行搭建——由 ECOSIRE 构建、安装并提供支持的可用应用。

  1. 1

    您下单

    以一次性构建价格开始。我们在启动时与您共同确定范围。

  2. 2

    我们构建与安装

    ECOSIRE 在您的 Odoo 上构建、配置并安装。

  3. 3

    上线 + 支持

    约一个工作周内上线,并包含两周上线支持。我们交付的代码中的缺陷免费修复。

技术规格

Odoo 兼容性
Odoo 17, Odoo 18, Odoo 19
版本
企业版和社区版
许可证
许可证需要确认
Python 要求
Python 3.10+
数据库
PostgreSQL 12+

关于此产品

Support and sales teams answer the same questions dozens of times a day, and in native Odoo every agent retypes those answers from scratch. Odoo Discuss and the mail.compose.message wizard ship no reusable-snippet mechanism at all; the helpdesk module offers only a thin "canned responses" list keyed on a /shortcut in Discuss, with no categories, no access control, no placeholders beyond a couple of fields, no analytics, and no versioning. The result is inconsistent, off-brand replies, slow onboarding for new agents, and answers that drift as no one owns the wording. When teams try to standardise, they end up pasting from a shared document outside Odoo entirely, breaking the thread context Odoo is supposed to give them.

We build a Canned Replies & Snippet Library that lives natively inside Odoo and plugs into every messaging surface. The core is a new mail.canned.reply model (extending Odoo's own where present on 17.0/18.0/19.0) carrying a rich-text body_html, attachments via ir.attachment, a many2one category_id, an owning user_id for personal snippets, and a shared/team flag. Dynamic placeholders — customer name, company, order reference, agent signature — are rendered through QWeb against the active record context at insert time, so <t t-out="object.partner_id.name"/> resolves correctly whether the reply is fired from a helpdesk ticket, a sales order chatter, or a raw Discuss channel. A /shortcut trigger and an OWL quick-search insert palette in the composer let agents drop the right reply in two keystrokes. Access is governed by ir.model.access.csv plus record rules tied to res.groups, so a category can be restricted to, say, the Finance team while personal snippets stay private to their user_id.

Beyond insertion, the module adds the operational layer native Odoo lacks. Each canned reply supports multi-language variants (a child model keyed on res.lang) with automatic language selection from the recipient's partner.lang, so a reply inserted for a French customer renders in French with no agent decision. Usage is tracked in a mail.canned.reply.usage log feeding computed fields (@api.depends) and reporting views: most-used replies, per-agent usage, and a stale/unused snippet report driven by an automated action. Every reply carries a version history with restore, and an optional approval workflow (a state field with draft/pending/approved plus a manager res.groups gate) lets the shared library be curated before snippets go live. Bulk import/export of snippets in CSV/HTML covers onboarding and migration, and the whole model is reachable over XML-RPC/JSON-RPC for programmatic seeding. It builds only on base and mail, so it runs on Community and Enterprise alike; Enterprise-only surfaces such as the helpdesk composer are wired conditionally when those apps are installed.

Because this is build-to-order, you receive a version scoped to your Odoo edition, version (17.0, 18.0 or 19.0) and messaging surfaces — not a generic download. After a short scoping call we confirm which surfaces (Discuss, mail compose, unified inbox, helpdesk), your category/access model, placeholder set and language matrix, then build, test on a staging copy of your database, and hand over installable source plus documentation. Typical delivery is one working week from confirmed scope. Pricing starts from $999 (indicative, single-company base scope); multi-company access rules, deeper localization and language-variant coverage, custom placeholder logic, and bulk migration of an existing snippet corpus increase the quoted scope.

你得到什么

  • Installable source code for your build-to-order version, packaged as a proper Odoo module with `__manifest__.py` pinned to your Odoo 17.0/18.0/19.0 target
  • Installation and configuration on your environment, including categories, `res.groups` access model and initial placeholder set
  • Technical documentation covering models, fields, security rules, QWeb placeholder syntax and the XML-RPC/JSON-RPC interface
  • End-user guide plus a live training session for agents and library managers
  • UAT on a staging copy of your database with a documented rollback plan before production go-live
  • A defined post-go-live support window for defect fixes and adjustments
  • Git repository handover with full commit history and tagged release
  • Optional seeded starter library and bulk-import of your existing snippet corpus (scoped separately)

这是给谁的

Support team lead

Owns reply quality across a helpdesk queue and wants a governed, categorized library with approval and versioning so agents send consistent, on-brand answers and new hires ramp fast.

Sales operations manager

Needs reusable, placeholder-driven replies in the sales order and CRM chatter and the mail compose wizard, with per-team access so pricing and contract language stays controlled.

Multilingual customer service manager

Serves customers in several languages and needs each canned reply to render automatically in the recipient's language, with usage analytics to prune stale snippets.

Odoo administrator

Wants a Community-and-Enterprise-compatible module built only on `base` and `mail`, with clean `ir.model.access.csv` security, record rules, and an API for programmatic seeding and migration.

Canned Replies & Snippet Library 如何比较

标准伊科西尔定制建造竞争对手Odoo 原生
Coverage across messaging surfacesDiscuss, mail compose, unified inbox and helpdesk from one libraryWhatever you find time to wire, surface by surfaceUsually one surface, typically helpdesk onlyA thin helpdesk-only canned response list
Dynamic placeholdersQWeb-rendered from record context: name, company, order ref, signaturePossible but you build and maintain the renderingLimited to a few hard-coded fieldsA couple of fields via the `/shortcut` mechanism
Access control and sharingPer-category `res.groups` rules; team-shared vs personalOnly if you design record rules yourselfRarely more than a shared/personal toggleNo category-level access model
Multi-language variantsPer-reply variants auto-selected from recipient `partner.lang`Build the language model and selection logic yourselfSeldom offeredNone
Analytics and stale-snippet reportUsage log, per-agent metrics, unused-snippet automated actionExtra reporting work on top of the coreUsually absentNone
Versioning and approvalVersion history with restore plus optional manager approvalYou design the state machine and history modelRarely includedNone
Fit and ownershipScoped to your edition/version; git handover, source is yoursFully bespoke but on your maintenance burdenGeneric; you adapt to it, licence-boundFixed to whatever core ships
Support and deliveryBuilt, UAT on staging, trained, post-go-live support windowDepends on in-house capacityVendor tickets, no tailoringCommunity forums only

关于Canned Replies & Snippet Library的常见问题

Is this an existing app I can download and install today?

No. This is a build-to-order module. ECOSIRE builds a version scoped to your Odoo edition, version and messaging surfaces after a short scoping call, then installs and supports it. It is not an off-the-shelf apps.odoo.com download.

How long does delivery take?

Typical delivery is one working week from confirmed scope. The timeline depends on how many surfaces (Discuss, mail compose, unified inbox, helpdesk), languages and access rules you need. We confirm the exact schedule in the fixed quote after the scoping call.

How does pricing and scoping work?

Pricing starts from $999 as an indicative single-company base scope. After a scoping call we issue a fixed quote. Drivers like multi-company access rules, deeper localization and language variants, custom placeholder logic, and bulk migration of an existing snippet library increase the quoted scope.

Which Odoo versions and editions are supported?

We support Odoo 17.0, 18.0 and 19.0 on both Community and Enterprise. The core builds only on `base` and `mail`; Enterprise-only surfaces such as the helpdesk composer are wired conditionally when those apps are installed.

What support and updates do I get after go-live?

Every build includes a defined post-go-live support window for defect fixes and adjustments, plus full git repository handover so your team owns the code. Ongoing maintenance and version upgrades to future Odoo releases can be arranged as a separate support agreement.

Can it insert placeholders like customer name and order reference automatically?

Yes. Placeholders are rendered through QWeb against the active record at insert time, so fields like customer name, company and order reference resolve correctly whether the reply fires from a helpdesk ticket, a sales order chatter or a Discuss channel.

Can we migrate our existing canned responses into it?

Yes. The module supports bulk import/export in CSV/HTML and is reachable over XML-RPC/JSON-RPC, so an existing snippet corpus can be imported during onboarding. Large or messy migrations are scoped as an add-on to the base build.

申请报价

Canned Replies & Snippet Library

A shared, searchable library of reusable canned responses and macros that plug into Discuss, the mail compose wizard, the unified inbox and helpdesk. Built to order, installed and supported by ECOSIRE.

  • New `mail.canned.reply` model with rich-text `body_html`, `ir.attachment` support, `category_id`, owning `user_id`, and shared/team flag
  • QWeb-rendered dynamic placeholders (customer name, company, order reference, agent signature) resolved against the active record context at insert time
  • `/shortcut` typed trigger plus an OWL quick-search insert palette embedded in the message composer
  • Per-category access control via `ir.model.access.csv` and record rules bound to `res.groups`, separating team-shared from personal snippets

申请报价

告诉我们您对 Canned Replies & Snippet Library 的需求,我们将发送价格、许可选项和量身定制的方案,通常在一个工作日内。

现在无需付款。此操作会向我们的团队发送报价请求——我们会通过邮件跟进价格和后续步骤。