Managing Connections
Learn how to establish and manage connections between Odoo instances.
Understanding connections
A connection in O'Chat represents a communication link between your Odoo instance and another. Once a connection is established, a secure chat channel is automatically created where you can exchange messages.
Connection workflow
Connections follow a simple request/accept workflow:
Draft
Request created
Pending
Waiting for response
Accepted
Channel created
Creating a connection (outgoing)
To connect with another Odoo instance, you'll need their Instance UUID.
Step 1: Get the remote Instance UUID
Ask your client or partner for their Instance UUID. They can find it in:
Settings → O'Chat → Instance UUID
Step 2: Create the connection
- Go to Discuss → O'Chat in the sidebar
- Click Create Connection (or via Settings → O'Chat → Connections)
- Enter the Remote Instance UUID
- Select or create a Contact (the partner you're connecting with)
- Optionally add a Request Message
- Click Save
Step 3: Send the request
- On the connection form, click Send Connection Request
- The status changes to Pending
- Wait for the other instance to accept
Automatic sync
O'Chat automatically checks for status updates every 5 minutes. You can also manually sync by clicking Sync Status on the connection.
Accepting a connection (incoming)
When someone sends you a connection request:
- You'll see a new connection in your list with status Pending and marked as Incoming
- Open the connection to see who sent the request and any message they included
- Assign a Contact (the partner who will be associated with this connection)
- Click Accept Request to approve, or Reject Request to decline
What happens when you accept
- A new O'Chat channel is created automatically
- The channel appears in your Discuss sidebar under "O'Chat"
- Both parties can start messaging immediately
- All messages are encrypted end-to-end
Connection statuses
| Status | Meaning | Actions |
|---|---|---|
| Draft | Connection created, not yet sent | Send Request |
| Pending | Request sent, waiting for response | Sync Status, Cancel |
| Accepted | Connection active, channel created | Open Channel, Manage Members |
| Rejected | Request was declined | View Reason, Delete |
| Not Found | Instance UUID not found on server | Retry Request, Edit UUID |
Troubleshooting connections
Request stuck in "Pending"
- Click Sync Status to manually check for updates
- The other party may not have seen the request yet
- Contact them through another channel to let them know
Connection shows "Not Found"
- Double-check the Instance UUID is correct
- The remote instance may not be registered yet
- Click Retry Request after verifying the UUID
Channel not appearing
- Refresh your browser
- Check the connection status is "Accepted"
- Ensure you're listed as a member on the connection