Autopilot Help Centre

👥 Customers All topics →

Customers How do I see a customer's courier record in CRM › Customers? Open CRM › Customers. Each customer's number has a coloured badge with their parcel record; hover for the advice, click for the full record. Customers What does a customer see on their account page? Signed in, a customer sees their orders in your shop with a plain status, how many are in progress and delivered, their details and a Shop again button. Customers How do customers verify their phone with an SMS code? Your shop texts a 6-digit code from your own SMS account. Once the customer types it, their account shows every past order with that number in your shop. Customers How does a customer reset a forgotten password by phone? On your shop's sign-in page the customer presses Forgot password?, types their mobile number, gets a 6-digit SMS code and sets a new password. Email works too. Customers How do customers sign in with an SMS code? Customers press Sign in with an SMS code, type their mobile number and the 6-digit code, with no password. It shows only when your shop can send SMS. Customers Customers are not getting SMS codes Codes go out only through your own SMS account. Check it is on and has balance, then the limits: one a minute, 5 an hour per number, 300 a day per shop. Customers Where do I read messages from my shop's Contact us page? Every Contact us message is saved in My workspace › Contact messages. Read it, reply by email, call or WhatsApp, add an office note and mark it done. The email still come... Customers Who sees Contact us messages? The Contact messages tick: the store owner always; Admin, Manager and Marketing Manager get it by default; a Store Manager or Moderator can be given it. Customers Can a customer use one account on several shops? Yes. A shopper's account works on every shop on eCommerce Autopilot. The first sign-in on your shop links it to you; orders and wishlist stay separate per shop. Customers Where do I see customers who signed up on my website? The Customer List shows people who signed up on your shop and shoppers who checked out as guests: name, username, email and mobile. Open it at /admin/customers. Customers What does the CRM overview show? CRM overview shows your customer count, VIP and inactive customers, open follow-up tasks, every customer group, top customers and the latest notes and calls. Customers How does the customer list build itself? Every mobile number that orders becomes one customer, however it was typed. Website orders, parcels and sellers' orders count; staff notes are kept. Customers What is on a customer's profile? A customer's profile shows their orders, deliveries, returns, money spent, district, birthday, tags, follow-up tasks and one history of orders and notes. Customers How do I add a customer by hand? Go to CRM › Customers › Customers and press Add customer. Type the mobile number, plus a name and email if known. Past orders link up by themselves. Customers How do I note a call or a note on a customer? Open the customer's profile, pick Note, Call, WhatsApp, SMS, Email or Meeting, choose what happened or write it, and press Save. Add a reminder if needed. Customers How do I tag customers? Make tags with the Tags button on the CRM Customers page, then tick them on a customer's profile and press Save. Three starter tags come on the first visit. Customers How are VIP and inactive customers decided? A customer is VIP after 3 good orders or ৳10,000 spent, and inactive after 90 days without an order. Change both in CRM › Customers › Group rules. Customers How do I set follow-up tasks for customers? Add a follow-up task with a due time, a priority and a person from CRM › Customers › Follow-up tasks or a customer's profile, then tick it when it is done. Customers How do I export my customer list? Press Export CSV on CRM › Customers › Customers to download your customers with orders, money spent, groups and tags. Filter first to export only some. Customers How do I rebuild the customer list from orders? Open Group rules on CRM › Customers › Customers and press Refresh numbers. Every customer is counted again from your orders; notes, tags and tasks stay. Customers How do I approve or delete product reviews? Open CRM › Customers › Product reviews. Press Approve on a new customer review, the pencil to change one, or the bin to delete it from your shop. Customers How do customers leave reviews with photos? Signed-in customers rate a product from 1 to 5 stars and write a review in its Reviews tab. Photo and video reviews are the ones you add in Product reviews. Customers Who can see and work with customers? The tick CRM — see customers opens the customer list, profiles and tasks; CRM — work with customers adds notes, calls, tags and tasks. See which roles get each.