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Chat directly with your customers
Find out how to chat with or send an image to a specific customer.
Overview
You can communicate seamlessly with your customers over Chat. Chats are visible to ALL customer user roles and provide a comprehensive log of interactions, such as orders, special requests, or any broadcast messages.
Tip: Customers will not be able to use Chat if there is not a Salesperson assigned to their account.
Follow these steps to communicate with your customers over the in-app Chat.
Understand Chat access by role
- Your Salespersons (and your customers) receive notifications for all new chats, ensuring timely responses.
- Your Admin and Accounts Receivable users can also view and search Chat history.
Enable Chat notifications
Sales representatives can customize their notification preferences. Refer to Change personal account settings.
- Notifications can be received via email, via text, or both.
- To receive text notifications, a valid mobile phone number must be added to the their profile.
Access Chat history
Chat is located in two different places of the app:
- Select Chat from the navigation menu, then search for your customer.Tip: Chats are displayed here in ascending order (starting with most recent) and not arranged by customer.
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- Select Customers from the navigation menu. After choosing your customer, select the Chat bubble icon.
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