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Conversation Interface: Carts creation & management

In this guide, we'll walk you through the creation and management of carts, adding products, applying discounts, and finalising the checkout

This process allows for a seamless customer experience from browsing products to completing a purchase, all within the conversation interface.

The shop products overview and Cart creation will be available if you have the Shopify integration or if you are Importing product data.


Step 1: Accessing the Conversation

To begin, navigate to the "Conversations" page and open a conversation with the customer. Once inside the conversation, you will see two tabs on the right side: Shop and Cart.

Step 2: Browsing Products

  1. Select the Shop Tab: Click on the "Shop" tab.

  2. Choose the Shopify Store: From the dropdown menu, select the relevant Shopify store you want to access.

  3. View Products: All the products in your store will now be visible. You can scroll through the list or use the search function to find specific products.
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Step 3: Adding Products to the Cart

  1. Search for a Product: Use the search bar to find the desired product.

  2. Select the Product: Click on the product you want to add to the cart.

  3. Add to Cart: If the product is available, you will see an option to add it to the cart. Click the cart icon in the bottom-right corner to add the item to the cart.
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Step 4: Managing the Cart and Proceeding to Checkout

  1. Adjust Product Quantity: Once a product is added, you can adjust the quantity in the cart to fit the customer's needs.

  2. Add Discounts: You also have the option to apply a discount code to the items in the cart.

  3. Enter Shipping Details: After creating the cart and adding any necessary discounts, you will need to fill out the shipping address and any additional notes.

  4. Checkout Button: Click the Checkout button to proceed. Alternatively, you can add a new address if the customer doesn't have one saved.

If the customer already has a profile on Shopify, their registered shipping address and customer details will automatically populate.

Step 5: Sending the Payment Link

Once the checkout details are complete, a payment link will be sent to the customer via the chat. The customer can click on the link to complete the payment, and once done, the order will be finalized.
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Additional Features:

> Multiple Locations: You can view and select from multiple locations in the cart (if available) to choose the one with available stock.

> Commerce Information: All related commerce data, such as orders, products, carts, and deals, can be found in the system.


​> Commerce Template: You can also create a commerce template to send the order information and payment link in a custom message format.

You may send a Chatout template only within a 24h customer service window. This window starts when a customer messages you.


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