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How conversations move through stages, how an order is built from the chat, and how shipping is quoted.
Updated · 1 min read
How conversations move through stages, how an order is built from the chat, and how shipping is quoted.
A conversation doesn't stay flat: it moves through stages, from a first question to a closed sale.
The stages tell you how many asked, how many you quoted and how many you closed, and which stage they get stuck in. The reasons a deal is lost come from what was written in the conversation itself, not from a separate survey.
The order is built from the conversation where it was agreed. Products and prices come from the catalogue, so it stays tied to what the customer actually asked for.
From the order you quote shipping with your own rates, pick an option and generate the label. The tracking number reaches the customer in the same chat, and the status is refreshed from the inbox.
The origin address and the default parcel dimensions are configured once under Settings → Connections.