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Guide to MaxSeller Chat Operations & Omnichannel Order Closing

The MaxSeller Chat (Inbox) workspace centralizes customer communications and omnichannel sales closing (Facebook Fanpages, Instagram, Zalo, TikTok...) into a single 3-column dashboard, supporting rapid 3-second order creation and automated QR payment generation.


🌟 1. Standard 3-Column Chat Workspace Layout​


🚀 2. Step-by-Step Operational Guide​

📌 Step 1: Receive & Categorize Customers with Color Tags​

  1. When a new message or comment arrives:
    • The conversation appears at the top of the left-hand column.
    • The system detects phone numbers in the message and attaches a Has Phone badge.
  2. Assign Chat Tags:
    • Click the tag icon to classify status (e.g., 🔴 Uncalled, 🟡 In Consultation, 🟢 Order Closed, ⚪ Scheduled Call, 🟣 VIP Customer).
    • Ensures team members avoid duplicate calls or conflicting messages.

📌 Step 2: Use Quick Replies & Auto-Hide Comments​

  1. Quick Reply Templates:
    • Type / (or press shortcuts F1, F2...) in the message box to invoke templates (Price List, Size Guide, Bank Details, Warranty Policy).
    • Accelerates response times to under 1 second, boosting Conversion Rates (CR).
  2. Auto-Hide Comments Containing Phone Numbers:
    • Immediately hides comments with customer phone numbers to prevent competitor poaching.

📌 Step 3: Quick Order Creation in Sidepanel​

Create orders without leaving the conversation:

  1. In the right-hand sidepanel, the system auto-populates customer name and phone number parsed from the chat.
  2. Select delivery address and Fulfillment Warehouse.
  3. Add ordered items to the cart.
  4. Select Payment Method:
    • If Bank Transfer is chosen:
      • Select store receiving account.
      • Click Send QR Code to Chat: A payment QR with order reference code DH <Phone> is sent directly into the customer's chat thread.
  5. Click Create Order: The order is stored and inventory is reserved immediately.

💡 3. Handy Chat Keyboard Shortcuts​

ShortcutFunction
/ or F1 - F12Open Quick Reply templates
Alt + NMove cursor to Create Order form in right panel
Alt + TOpen Chat Tag selector
EnterSend message
Shift + EnterInsert line break in composer