Chat directly with your customers – Cut+Dry

Overview

You can communicate seamlessly with your customers over Chat. Chats are visible to ALL customer user roles and provide a comprehensive log of interactions, such as orders, special requests, or any broadcast messages.

Tip: Customers will not be able to use Chat if there is not a Salesperson assigned to their account.

Follow these steps to communicate with your customers over the in-app Chat.

Understand Chat access by role

Your Salespersons (and your customers) receive notifications for all new chats, ensuring timely responses.
Your Admin and Accounts Receivable users can also view and search Chat history.

Enable Chat notifications

Sales representatives can customize their notification preferences. Refer to Change personal account settings.

Notifications can be received via email, via text, or both.
To receive text notifications, a valid mobile phone number must be added to the their profile.

Access Chat history

Chat is located in two different places of the app:

Select Chat from the navigation menu, then search for your customer.

Tip: Chats are displayed here in ascending order (starting with most recent) and not arranged by customer.
Select Customers from the navigation menu. After choosing your customer, select the Chat bubble icon.

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