Chat carts and payment links, and quotations from them
Make a cart in the customer's conversation and send a payment link in the same chat. When the payment comes in, the cart is marked paid and the customer is thanked there. With Sales or SmartMy Trade, the cart becomes a quotation, an order and an invoice.
PLANSEvery plan
The problem it solves
- A customer says "I'll take it" on WhatsApp, and then waits while someone types out a bank account number.
- Prices are typed by hand in the chat, and some are wrong.
- Nobody knows which chats turned into paid orders.
- The order has to be typed again into the billing system.
How it works
- Tick Sell in Chat on the products you sell this way (Marketing > Selling > Products), with a price, a description and a picture.
- In the inbox, on the customer's conversation, press Cart (or Start a cart in the side panel). Add the items; the price comes from the product.
- Press Send Payment Link. Within 24 hours of the customer's last message, the link goes in the chat. After that, it goes as the approved WhatsApp template Payment Link.
- The customer pays on the payment page of the provider you set up. When the provider confirms, the cart becomes Paid and the customer gets Payment Received in the same chat.
- With Sales or SmartMy Trade, Send Quotation sends a quotation page to accept, download or pay instead, and a paid link confirms the order.
Everything it does
The cart
- Numbered CART/year/00001; customer, conversation, items, quantities, prices and a line for the customer
- Prices start from the product; staff may change a line's price before sending
- States: Draft, Link Sent, Paid, Cancelled
- Send the Link Again resends it. Cancel only on a draft ("a sent link stays until it is paid"). Back to Draft reopens a cancelled one
- The inbox side panel shows the chat's cart: items, total and status
Payment
- The link opens the payment page of the online payment provider you set up; the customer pays in the cart's currency
- Paid only when the provider confirms an amount at least the cart's total in the same currency
- A payment that does not match the total is noted on the cart, not marked paid
- Paid At and the payment are shown on the cart; the person who sold it is told in the cart's history
How the customer is told
- Inside the 24-hour window: as a chat message with the items, the total and the link
- WhatsApp after 24 hours: the approved utility template Payment Link, or Payment Received
- No conversation: by WhatsApp, else by email
- Both templates must be approved by Meta like any template
With Sales or SmartMy Trade
- Send Payment Link also makes the quotation
- Send Quotation: the quotation's page (PDF, accept, pay) goes in the chat
- When the link is paid, Sales confirms the order and, with automatic invoicing on, invoices it
- The Order button on the cart opens the quotation or order
- A cart and its order count once in Revenue by Source
Lists
- Marketing > Selling > Chat Carts: cart, customer, conversation, sold by, total, paid at, status
- Filters Waiting for Payment, Paid, Mine and Made by the AI (Growth); group by status or seller
Who uses it
Inbox staff (Marketing User)Make carts in conversations and send the links or quotations.
Marketing ManagerSees all carts and what was paid, and may delete carts.
CustomerPays from the link, or accepts and pays the quotation.
Where you use it
- Web: the Marketing inbox (Cart), Marketing > Selling > Chat Carts and Products
- WhatsApp, Instagram, Facebook Messenger, web chat and email: the link goes where the customer wrote
- Not in the phone app: Cart and Send Products are finished on the web
- Not built: payment inside WhatsApp itself; the customer pays on the provider's page
What you control
Settings
- Per product: Sell in Chat, price, description and picture
- An online payment provider set up for your Entity
- The WhatsApp templates Payment Link and Payment Received, approved by Meta
Notifications
- Payment Link: to the customer, in the chat, else by WhatsApp template, else by email; a work message, sent at once
- Payment Received: to the customer, the same way, when the payment is confirmed
Works with
SmartMy TradeWith Sales, a chat cart becomes a quotation and an order, with stock and invoices.
Questions
Which payment providers work?
Any online payment provider you set up in your SmartMy account. The link opens that provider's payment page.Can the customer pay inside WhatsApp?
They tap the link in the chat and pay on the provider's page. Paying without leaving WhatsApp is not built.What if they paid less than the total?
The cart is not marked paid. A note on the cart says a payment came that does not match its total.Can we send a formal quotation?
Yes, with Sales or SmartMy Trade. Send Quotation sends a page with the PDF, where they accept and pay.Can the AI make the cart?
In Growth, the AI agent may make a cart and send the link when you allow it. The prices still come from your products.Related features
AI AND SELLINGYour Meta catalogue in WhatsAppSend your products to the Meta catalogue of your WhatsApp number, every night by themselves. Share products in the chat. A WhatsApp cart the customer sends arrives as a chat cart at your prices, ready for the payment link.AI AND SELLINGThe AI agent answers by itself, with tools, documents and hand-overLet the AI agent answer customers by itself outside working hours, when nobody is assigned, or always. It looks up your products, searches your documents, sends a cart with a payment link and hands over to a person when it should.AI AND SELLINGRevenue by sourceEvery confirmed order, online store order and paid chat cart is credited to the customer's last marketing touch. You see which broadcast, sequence, lead ad or chat brought money, not only clicks.CHANNELS AND INBOXOne inbox for every channelWhatsApp, Instagram, Messenger, web chat and replies to your outreach emails come into one inbox. Your team assigns, tags, notes and answers every chat in one screen, with the 24-hour reply window shown on each chat.AI AND SELLINGShopify, WooCommerce and Magento storesConnect your Shopify, WooCommerce or Magento store. Its products become products to sell in chat. Its customers and orders come in, so journeys can thank, follow up and win back each buyer.OUTREACHWhatsApp templates and Meta's approvalWrite your WhatsApp templates in SmartMy, with parameters, a header and buttons, and send them to Meta for approval from the number. Approved templates are what sequences, journeys, broadcasts and the inbox send outside the 24-hour window.
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