Introduction to Odoo Discuss App

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Odoo Discuss is the internal communication app used for chat, file sharing, notes and video calls across the whole business. A persistent chat window and a dedicated dashboard mean it stays available whether you are working in CRM, Sales, Inventory or any other app.

What Discuss lets you do

  • Send direct messages to colleagues.
  • Share files and notes instantly.
  • Start video meetings without leaving Odoo.
  • Manage notification preferences and message history.

How to access the Discuss dashboard

  1. Open the Discuss app.
  2. On the dashboard, check Inbox for unread messages, Starred for messages you have marked, and History for chatter updates on records you are tagged in.

How to send a direct message

  1. Click the plus icon next to Direct Messages in the sidebar.
  2. Search for and select one or more colleagues, then press Enter.

How to start a video meeting

  1. From the dashboard, click Start a Meeting and invite participants, or click Start a Call inside an existing chat.

During a call you can mute or unmute, turn the camera on or off, share your screen, raise your hand, or go full screen.

How to manage notification preferences

  1. Go to Settings > Manage Users and open your Preferences tab.

Under Notifications, choose Handle by Emails to receive notifications by email, or Handle in Odoo to see them in your Inbox instead.

Using Discuss across Odoo

The speech bubble icons in the top right corner of every Odoo app open chats, channels or a new message, so you can stay in touch without switching between CRM, Sales, Inventory or other apps.

Frequently asked questions

Where can I see messages I’ve starred?

Open the Discuss app and click Starred in the sidebar; every message you have marked appears there.

How do I switch from email notifications to in-app notifications?

Go to Settings > Manage Users, open your profile’s Preferences tab, and change Notification to Handle in Odoo.

Need help?

Need help getting your team set up on Odoo Discuss? Contact support@thoughtlogik.com or see our Odoo implementation services.

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