CRM: Customer Relationship Management "Chat" – Linkasoarus

Learn how to use CRM chat and inbox to communicate with your customers

What you will need

Where To Find Your Location's Chat Links (1st option)

Toggle to the left tool bar and click Locations
Select a location
Scroll to the right and under Action click edit
You will see 2 URL fields
- Location review form store link (best to share with customers at your location)
- Location review form website link (best to share with customers online. Ex. Google review reply)

Where To Find Your Location's Chat Links (2nd option: includes QR codes and URL click tracking)

Toggle to the left tool bar and click Analytics
Select "Shorten URLs"
Select "Review URLs"
You will see 2 URL fields for each location
- Location review form store link (best to share with customers at your location)
- Location review form website link (best to share with customers online. Ex. Google review reply)
Each URL also has a QR code you can download that is linked to these URLs
- The QR codes can be customized if needed with your own logo in the center of the QR code
The number of QR code scans or link clicks is tracked on this page

Where To Chat With Your Customers

Toggle to the left tool bar and click "Inbox"
Select "Location Chat"
- "All" tab will show all chats that have been started
- "Awaiting" tab shows all chats opened but not yet started or closed
- "Replied" tab shows chats that have been started but not closed
- "Closed" tab are chats that have been closed

How To Use Chat Screen

Click a chat to open
Read what your cutomer has sent, which will include the name they provided, email, phone, order date, order number
Click the reply field and click send to reply to a customers message
You can attached a image if needed
You can click "Add Note" to log an internal note for your records about the chat/customer
Click "Close Chat" to end the chat and prevent a customer for continuing to chat with you. This can not be undone!

What you can do now