Check customer information and orders in conversation details
Who can use this feature?
This feature is available for all users.
In conversation details, you can check customer details:
Contact information (email, phone, etc.)
Order details
Notes
Checklist
Shopping cart
Browsed pages
In chat zone, you can check customer behaviour in real-time, like add to cart or place an order.
List of customer behavior:
Start a chat
Add products to empty cart (show with product details)
Add products to existing cart (show with product details)
Remove products from cart (show with product details)
Place an order
You can leave a note in each customer for further information. A note will go together with created time. You can edit or delete a note.
To each type of customer, you get access to different information.
With guests, you can only see email that they enter in live chat.
You can click Add customer to create a new customer in Shopify Customer.
This customer already made an purchase on your store. All information in Shopify Customer will be synced in profile: Name, Email, Phone, Location, Tag
This information will be shown under customer name as well.
With anonymous user, you can still add them as a new customer by clicking Add customer.
Last updated 3 months ago
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