Platform area
Customers online and your website
Customers online shows your sign in and who uses it; Website runs the trade site once one is connected.
Customer sign inhartwell.kabaido.ai
The sign in Hartwell Precision Tooling Ltd gives its customers, as Ashworth Aerospace Ltd sees it: a quote awaiting their decision with its total, and their orders, in Hartwell Precision Tooling Ltd's own colour.
Demonstration data
Why and how
- Why
- The answers your customers ring for already sit in your workspace.
- How
- An access code per customer record, your own address or domain, and site orders landing as platform orders.
What is in it
Website
Overview, content, enquiries, blog and checklists for a connected site; otherwise the build offer.
Commerce, Enquiries
The Commerce workbench's enquiry queue: website enquiries awaiting a reply, the newest open with its message and the address it came from.
Demonstration data
Customers online
Your addresses, invited customers and their codes, live sessions, activity and the AI switch.
The parts it hosts
- Customer facingThe org's own customers on a branded surface of the same platform
- IntegrationsEvery connection to the systems around the workspace, tailored per product, plus custom ones
- DocumentsQuotes, orders, dockets, drawings, work orders, labels and attachments, templated and branded
- ActivityEvery action recorded, and the notifications the team and the org's customers receive
It follows your products
- AI
- Quotes
- Orders
- Customers
- Catalogue
- Commerce
- AI
- Sales
- Quotes
- Orders
- Customers
- Products
- Catalogue
- Stock
- Servicing
- Operations
- Route
- Growth
- Commerce
Questions
- Your addresses and their state, the customers you invited with their codes and last sign in, the last hour's sessions, customer activity and the customer AI switch.More on Customer facing
- Customers online works on its own. Website shows the workbench with sample data and the build offer until a site is connected.More on Commerce
- Admins and owners, from Customers online or Settings then Customer facing. Everyone with the area can see the view.More on Roles