Retail & commerce
Connect product questions, orders, exchanges, and store tasks.
Retail shops demo
Hear the conversation. Watch the customer record take shape.
Could you check whether the navy rain jacket is available in medium?
- Phone
- —
- Contact permission
- Not yet confirmed
- Customer request
- Waiting for the conversation
- Requested item
- —
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
Can I exchange this size and collect the replacement downtown?
- Website chat
- Messaging
Commerce & multi-location
Connect product questions, orders, exchanges, and store tasks.
A shopper asks about a product, exchange, and collection location while the store is busy.
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 an exchange and pickup request against the customer history.
Never promises stock, refunds, discounts, or policy exceptions before a store confirms them.
Exchange request
- Customer record
- Jordan Lee
- Order reference
- Order SR-88410
- Requested item
- Medium → Large
- Pickup location
- Downtown pickup
Sample details for this example. No customer record is created.
Assigned team
Store service team
Awaiting staff reviewSend the chosen store a stock-check task with the order details.
A prepared request is not a confirmed booking, price, or decision.
Assigned team
Store service team
Send the chosen store a stock-check task with the order details.
After approval
Tell the customer when the item is ready or offer the next approved option.
A prepared request is not a confirmed booking, price, or decision.
- Match the customer and order
- Create a stock or exchange task
- Send the approved pickup update
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 an exchange and pickup request against the customer history.
Same journey - Follow-up preference confirmed
Tell the customer when the item is ready or offer the next approved option.
Latest update - Exchange request prepared
Send the chosen store a stock-check task with the order details.
Now
Next actions
- Create an exchange and pickup request against the customer history.
Saleringo · Prepared now
- Send the chosen store a stock-check task with the order details.
Downtown store · Next review
- Tell the customer when the item is ready or offer the next approved option.
Saleringo · After approval
- Keep the result on the same customer history
Downtown store · At completion
Prepared in CRM
- Customer record
- Jordan LeeSource: Phone
- Order reference
- Order SR-88410Source: Phone
- Requested item
- Medium → LargeSource: Web chat
- Pickup location
- Downtown pickupSource: Web chat
- Business detail
- 9 days remainingSource: Messenger
- Contact preference
- MessengerSource: 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 downtown store roles can open contact details.
Customer follow-up
We have your exchange request. Downtown store has the details and will confirm the next step in this conversation.
Sends only after downtown store 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.