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
- 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 Phonebadge.
- 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.
- Click the tag icon to classify status (e.g.,
📌 Step 2: Use Quick Replies & Auto-Hide Comments
- Quick Reply Templates:
- Type
/(or press shortcutsF1,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).
- Type
- 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:
- In the right-hand sidepanel, the system auto-populates customer name and phone number parsed from the chat.
- Select delivery address and Fulfillment Warehouse.
- Add ordered items to the cart.
- Select Payment Method:
- If Bank Transfer is chosen:
- Select store receiving account.
- Click
Send QR Code to Chat: A payment QR with order reference codeDH <Phone>is sent directly into the customer's chat thread.
- If Bank Transfer is chosen:
- Click
Create Order: The order is stored and inventory is reserved immediately.
💡 3. Handy Chat Keyboard Shortcuts
| Shortcut | Function |
|---|---|
/ or F1 - F12 | Open Quick Reply templates |
Alt + N | Move cursor to Create Order form in right panel |
Alt + T | Open Chat Tag selector |
Enter | Send message |
Shift + Enter | Insert line break in composer |