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Release Notes

Target release

1.0.0

Target release date

Status

COMPLETED

Epic/Task

CTI-1498

Document status

COMPLETED

Document owner

Haseeb Tahir

Developers

Abdelrahman Sadat / Amr Muhammad

QA

Haseeb Tahir

Release Summary

This integration places Expertflow Contact Center directly inside Odoo CRM, so users don’t need to switch between different systems. With Expertflow, businesses can handle a large number of customer calls and chats from channels like WhatsApp and Expertflow Chat. The system automatically sends each query to the most suitable agent using smart routing and queuing. By bringing everything together in one place, this integration makes customer support faster, easier, and more efficient.

Release Limitations

  • Click to chat is not available for this release.

  • 'Search' option is not available in multi-match contact dropdown list.

  • The multi-match drop-down list disappears after refreshing the page during a conversation.

  • Voice limitations are here.

Important Notes

  • You must have installed the Expertflow Contact Center(EFCX) before integrating with Odoo.

  • Do not login to the same agent on different browsers or different machines.

  • Administrative access to server machines is required to install EF Connector.

  • Admin access to CRM is required to deploy CRM side configurations.

Open Issues

https://expertflow-docs.atlassian.net/issues/?jql=project%20in%20(CTI)%20and%20type%20in%20(Bug%2C%20%22Story%20Bug%22)%20and%20status%20in%20(Backlog%2C%20Delivery%2C%20Dev-Ready%2C%20Discovery%2C%20Drafting%2C%20%22Embed%20or%20Popup%20HTTP%20Gadget%20in%20EFCX%22%2C%20Impact%2C%20%22In%20Progress%22%2C%20%22In%20Review%22%2C%20In-Progress%2C%20In-QA%2C%20In-Review%2C%20Marketing%2C%20On-hold%2C%20Open%2C%20%22Parking%20lot%22%2C%20Planning%2C%20QA-Ready%2C%20Re-opened%2C%20%22Ready%20for%20delivery%22%2C%20%22Ready%20for%20Launch%22%2C%20Refinement%2C%20Reopened%2C%20%22Selected%20for%20Development%22%2C%20%22To%20Do%22)%20and%20component%20IN%20(Odoo_EFCX)%20and%20affectedVersion%20IN%20(Odoo_EFCX_1.0)%20ORDER%20BY%20created%20DESC

Release Tested Highlights

Tested with:

  • EF Contact Center - Agent Desk (4.8)

    • CX Voice (Inbound & Outbound)

    • WebChat

  • Click to Call

  • Odoo Version: 18.0+e (Enterprise Edition)

  • Odoo Deployment: Odoo.sh

Not Tested with:

  • Supervisor Controls.

  • High Availability (HA).

  • Consult a conversation

  • Outbound Chat

Web Browser(s)

  • Google Chrome - Version 138.0.7204.184 (Official Build) (64-bit)

The Compatibility Matrix for this release is available here.

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