Oduist Connect Helpdesk — Administrator Guide

connect_helpdesk bridges the Oduist Connect telephony core with Odoo Helpdesk (Enterprise). It links telephony calls to helpdesk tickets, can auto-create tickets from incoming and outgoing calls, and posts OpenAI call summaries to the linked ticket's chatter.

The module is provider-agnostic: it extends the shared Connect ledger (connect.call, connect.settings) and the helpdesk.ticket model only. It does not import Twilio, FreeSWITCH or any other provider module, so it works with whichever telephony provider(s) you have installed and can run alongside several at once.

What this module provides

Area	Capability
Call ↔ ticket linking	Adds a `ticket` field to `connect.call` and a `connect_calls` back-reference (with a call-count stat button) to `helpdesk.ticket`
Phone matching	On each call, matches the caller/called number to an open ticket by normalized phone and attaches it to the call automatically
Auto-create tickets	Optionally creates a new ticket when a call ends, gated by direction, answered/missed status and unknown-caller rules
Call summaries	When a call's OpenAI summary is stored, posts it to the linked ticket's chatter (requires the core Register Summary setting)
Manual actions	A Ticket button on the call form to create or open a linked ticket, and an Unlink action to detach it

Dependencies

From __manifest__.py:

connect — the Oduist Connect telephony core (call ledger, settings, OpenAI transcription/summary, licensing).
helpdesk — Odoo Helpdesk (Enterprise). The module is not usable on Community, where the Helpdesk app is unavailable.

application is False — this is a bridge module that adds fields, views and settings to existing apps rather than its own top-level menu.

Prerequisites

A running Odoo instance with the core connect module installed and at least one telephony provider configured, so that connect.call records are being created.
The Odoo Helpdesk application installed, with at least one team and the stages you intend to use.
A valid Oduist Connect Helpdesk license. Every runtime hook (phone matching, auto-create, summary posting, the Ticket button) is gated on oduist.license.check_license('connect_helpdesk'); without an active license these behaviours are skipped and the Ticket button raises "Connect Helpdesk license is not activated!".

Guide contents

Configuration — auto-create rules, phone matching, call summaries and the manual call/ticket actions.
Security — access groups and the webhook access rules.

Where things live

This module adds no new menus. Its settings appear as a Helpdesk page on the Connect settings form (Connect ▸ Configuration ▸ Settings), the call/ticket links appear on the standard Helpdesk ticket and Connect call forms. Editing the settings requires the Connect Administrator group (connect.group_admin).