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.

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.

   
  
• Select Customers from the navigation menu. After choosing your customer, select the Chat bubble icon.