Working with chats
Functional characteristics of chats. Fast reacting to messages. RetailCRM and messengers as a whole.
Functions available in chats
This article describes how to reassign dialogues, the different filters that are available, and how to send files to customers.
Quick-replies in chat
To the right of the area where messages are typed, there is a lightning bolt icon. This is used for creating and sending quick replies in the chat. This article describes how to create and use quick-replies.
Working with the "Customer" widget in the chat window
Using the "Customer" widget during a dialogue with a customer allows you to immediately save a customer in the database, specify contact information and create a new order with pre-filled in data.
Working with the "Product" widget in the chat window
This article explains how to work with the "Product" widget and the options that are available when in dialogue with a customer.
Working with the "Tasks" widget in the chat window
The "Tasks" widget shows you the current tasks related to the customer in the chat, helping you to optimise your work.
Working with the "Order" widget in the chat window
The order widget allows you to browse the product catalogue, select items and place an order directly from the chat window. This article explains the available options when working with an order in a customer dialogue.
Chats in the customer and order card
Links to dialogues with the customer are displayed in both the customer and order cards.