Using Oleon

How it works

Enterprises, organizations, projects, and the product running inside them.

Four things, one inside the next. Once you can read them off an address, the rest of the app explains itself.

The four

  1. Enterprise

    The account. It is the company that signed up, and it holds one or more organizations. Most people see its name once, at the top of the sidebar.

  2. Organization

    A company or a department inside the enterprise. Members, billing details and shared settings belong here, and so does the list of its projects.

  3. Project

    One line of business: a shop, a branch, a campaign. A project owns its channels, its contacts, its conversations and its orders. Nothing is shared between two projects unless you share it.

  4. The product

    What the project runs. Oleon Connect is a shared inbox for your channels, Oleon Scout is a bot that holds the conversation for you, and Oleon Chat answers from your own knowledge. A project can run more than one.

Reading an address

Every screen inside the app carries all four, in that order:

/~/acme/acme-lk/acme-store/connect
   │    │       │          └── the product
   │    │       └── the project
   │    └── the organization
   └── the enterprise

So a link somebody sends you says where it goes before you open it, and the last segment tells you which product you are about to land in.

The project menu

Open a project and the menu on the left is the same five groups every time.

GroupWhat is in it
WorkspaceThe product itself, and the day to day around it: Users, Orders, Bulk Messaging, Call Logs, Lists
MetaYour WhatsApp, Messenger and Instagram setup: Management, WhatsApp Forms, Form Responses, Catalogs
RecordsWhat already happened: Reported, Activity Logs
PlanUsage against what you bought
ConfigureSettings, and the studio for the product: Bot Studio for Scout, Chat Studio for Chat

Some rows are not offered to every project or every person. Bulk messaging, catalogs, WhatsApp forms and usage each depend on what the project has, and the sections built out of conversations are shown only to members who are allowed to read them. A row you cannot see is a permission or a channel, not a missing feature.

Making one of these for the first time is the next page: Create a project.