Online stores
Join product, order, return, and follow-up conversations to one customer.
Online stores demo
Hear the conversation. Watch the customer record take shape.
Can I ask about the return process for an unopened desk lamp?
- Phone
- —
- Contact permission
- Not yet confirmed
- Customer request
- Waiting for the conversation
- Item condition reported
- —
Created after the request is captured
To Contact & permission required
The update is prepared after the conversation.
Illustrative workflow
The answer is only the beginning.
The question, useful details, and next action stay together. Your team confirms the commitments.
Customer
Where is my order, and can I change the delivery address?
- Website chat
- Messaging
Commerce & multi-location
Join product, order, return, and follow-up conversations to one customer.
An online customer returns through a different channel to ask where an order or return stands.
Saleringo
I can record your request and the relevant order or service details. The team will check availability, policy, and price before confirming an option.
Create the correct order-service task and attach approved order context.
Never changes an order, refunds payment, or overrides a return rule without authorization.
Prepared request
- Customer contact
- Example customer
- Order reference
- Order reference
- Request type
- Request type
- Delivery and consent
- Website chat
Sample details for this example. No customer record is created.
Assigned team
Online service team
Awaiting staff reviewRoute exceptions, refunds, and commitments to the responsible store team.
A prepared request is not a confirmed booking, price, or decision.
Assigned team
Online service team
Route exceptions, refunds, and commitments to the responsible store team.
After approval
Send the approved update and keep future service or marketing consent separate.
A prepared request is not a confirmed booking, price, or decision.
- Match order and channel identity
- Create a fulfilment or return task
- Continue the update in the preferred channel
Conversation and work details
Conversation history
- First question answered
The request and preferred contact were captured in one customer record.
First contact - Business details added
Create the correct order-service task and attach approved order context.
Same journey - Follow-up preference confirmed
Send the approved update and keep future service or marketing consent separate.
Latest update - Prepared request prepared
Route exceptions, refunds, and commitments to the responsible store team.
Now
Next actions
- Create the correct order-service task and attach approved order context.
Saleringo · Prepared now
- Route exceptions, refunds, and commitments to the responsible store team.
Online service team · Next review
- Send the approved update and keep future service or marketing consent separate.
Saleringo · After approval
- Keep the result on the same customer history
Online service team · At completion
Prepared in CRM
- Customer contact
- Example customerSource: Phone
- Order reference
- Order referenceSource: Phone
- Request type
- Request typeSource: Web chat
- Delivery and consent
- Website chatSource: Web chat
- Business detail
- Delivery and consentSource: Messenger
- Contact preference
- Permission recordedSource: Messenger
Approval controls
- Approved answers
Answer only from business-approved information.
- Commitments
A person approves availability, price, or other commitments.
- Sensitive questions
Stop automation and send the full context to authorized staff.
- Customer access
Only assigned online service team roles can open contact details.
Customer follow-up
We have your prepared request. Online service team has the details and will confirm the next step in this conversation.
Sends only after online service team confirms the next step.See the workflow for your team.
Use this example as a starting point, then confirm the real questions, fields, approvals, and connected systems for your business.