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Customers, leads and your team

Which contact details it collects, where they go, how to export them, and how to add staff.

Choose what the assistant collects: mobile and email (recommended), email only or mobile only.1/5
  1. Choose what the assistant collects: mobile and email (recommended), email only or mobile only.
  2. When a shopper needs your team, it asks for those details.
  3. They're saved in Customers & leads with what they asked. You also get an email.
  4. Download CSV any time.
  5. Invite staff in Team. They sign in with their own email.

Contact details it collects

In Assistant & widget, choose Contact details to collect: Mobile and email (recommended), Email only, or Mobile only. The assistant asks for these before passing a shopper to you: questions it can't answer, quotes, call-backs and order problems.

Customers & leads

When a shopper shares their details, they're saved under Customers & leads with what they asked, and you get an email. If they add their second detail later in the same chat, you get a short Lead updated email. Click Download CSV to export.

Team members

  1. Go to Team and enter your colleague's work email.
  2. They sign in at algoritmi.com.au/app/login with that email.
  3. Staff can read conversations and leads, take over live chats and update knowledge. Only the owner can manage the team, automations and the plan.

Remove someone and they're signed out straight away.

More guides

Connect your store for order tracking and salesRead-only access so the assistant can answer order questions, and your reports show sales in dollars.Get your assistant live in 10 minutesFrom sign-up to your first customer chat, step by step.What your assistant does for shoppersNewRecommends products, adds them to the cart, answers doubts and sends shoppers to checkout.Your free trial, plans and paymentWhat's included in the trial, how to choose a plan and how to pay, on our website or through Shopify.