WooCommerce CRM & Ticketing System by Richpanel

NOTE

This product is no longer sold on WooCommerce.com. This document has been left available for existing users, but will no longer be updated.

WooCommerce CRM

Respond to customers faster on Chat, Email, Facebook and Instagram from one simple dashboard.

Used daily by 1,000+ merchants, Richpanel is a modern, easy to use CRM & Ticketing Systems specially designed for WooCommerce.

Installation:

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  • Go to Plugins, then click “Add New”. Upload the plugin you downloaded from WooCommerce
  • Install the plugin and click “Activate”
  • Go to WordPress admin -> Richpanel
  • Enter your API key and API Secret {will be provided once you register on Richpanel} and save the configuration. The API Key & Secret can be found under Richpanel -> Data -> Sources -> WooCommerce as shown in the pic below.
  • After entering the API keys & Secret in WordPress, click “Save Settings”
  • Click ‘Export Orders’

 

Usage:

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Configure a Live Chat messenger

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You can configure the messenger to match the look and feel of your website. Inside Richpanel, navigate to Service Cloud -> Channel -> Chat.

live chat

Connect Support Email

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Connect as many support emails as you like. Navigate to Service Cloud -> Channels -> Email. And follow the steps to add emails addresses.

Email Helpdesk

Manage Conversations from All Channels Inside the Helpdesk

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Customers can contact you on chat or email. And you can respond to all channels from one view.

helpdesk

See & Use WooCommerce Data in Responses

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See customer’s latest order, tracking details & latest status right next to each conversation. Agents dont have to switch back & forth between tools and will be super efficient.

WooCommerce CRM

Setup Chat Bots to Support Customers Even When Teams are Busy

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Chat bots can qualify visitors, set reply-time expectations & do skill based routing. Saving agents precious time and increasing their productivity.

Chat bots

 

Measure Team Performance with Helpdesk Reports

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See how teams are faring on response times & customer feedback. Navigate to insights -> Helpdesk Reports -> Team Performance.

helpldesk reports

 

Help & Support:

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Hopefully, you have found this article helpful but if you have any additional questions, feel free to start a chat with us on Richpanel – we are available 24/7/365!