Platform · Channels
Sales in conversation: your advisors place orders directly from the chat — from product suggestion to payment link, with full CRM integration.
The Live Chat Channel turns consultation into revenue: staff advise customers in the chat and place the order right out of the conversation — with no media break. The Checkout Handler is tailored to assisted selling: the advisor assembles the cart, the customer confirms and pays conveniently via link.
An order is an order: This channel, too, feeds the same master modules — Sales, Warehouse & Logistics and Accounting work cross-channel on a single, shared state.
The flexible Checkout Handler determines which steps this channel runs through:
Product search and availability directly in the chat cockpit — including price tiers and alternatives.
The advisor assembles the order and sends it to the customer in the chat for confirmation.
The customer pays via a secure payment link — the order flows into the same modules as any other.
Orders are created in the chat — no system switch for advisor or customer.
Catalog, stock levels and prices live in the advisor window — from inventory management and warehouse.
First a quote straight from the chat, then an order after confirmation — both the same process.
Secure payment on the customer's side, triggered by the advisor — no card data in the chat.
Every conversation and every order is attached to the CRM contact — traceable for the whole team.
Discount limits, assortment access and cancellation rights configurable per advisor role.
Close purchase intent directly in the conversation instead of redirecting to the shop.
The consultative experience of specialist retail — scalable across your team.
Chat, quote, order and payment in one history on the contact.
Chat agents place orders within the scope of their role (e.g. discount caps), team leads approve exceptions, and every action is attributed to the agent — the channel's permission model makes assisted selling audit-proof.
In a demo we show the channel using your requirements as the example — including Checkout Handler and role model.