UltraCart CRM: Overview

Welcome to the UltraCart CRM (Customer Relationship Management) platform. This system provides you with a centralized hub to manage customer interactions and gain insights into their activity, enhancing your ability to provide exceptional support and service.

The UltraCart CRM is designed to streamline your customer communication and offer powerful tools to engage with your customers effectively. It integrates seamlessly with other UltraCart features, providing a holistic view of your customer relationships.

What is UltraCart CRM?

The UltraCart CRM is a comprehensive platform that helps you manage all aspects of your customer interactions within the UltraCart ecosystem. It provides tools for:

AI Agents: Configure intelligent agents to manage customer interactions via Webchat and SMS. These agents can handle multiple conversations simultaneously, customize responsibilities, and extend your support capabilities.
Conversations: Access a fully-integrated chat platform that seamlessly connects to every aspect of your UltraCart account. This unified system handles both webchat and SMS conversations.
Customer Management: View and manage your customer data, including a detailed snapshot of their activity.

Key Features

AI Agents

AI Agents allow you to automate and enhance your customer service. You can configure intelligent agents to manage interactions across Webchat and SMS, handling numerous conversations simultaneously. This feature helps you extend your support capabilities without increasing your headcount.

Tip: For more information on setting up and managing your AI Agents, refer to the Understanding and Setting AI Agent Budgets guide.

Conversations

The UltraCart Conversations engine is a unified webchat and SMS conversation system. It integrates webchat and SMS replies (for StoreFront Communications marketing and UC Package Tracking) into one place. This allows you to connect with your customers through a unified platform.

Note: To access Conversations, you must have the "Manage SMS/Web Chat" permission. Once launched, you'll find sections for Webchat, SMS, Archives, and Settings.

Customers

The Customers section of the CRM allows you to view and manage your customer data. Here, you can access a detailed snapshot of their activity, providing valuable insights for personalized interactions and improved customer relationships.

Note: the customer UI can also be accessed through Operations > Customer Profiles > Manage. This information is consistent across both areas of the UI.

Getting Started

To begin using the UltraCart CRM, navigate to the "CRM" section in your UltraCart account. From the dashboard, you can access the various features, including AI Agents, Conversations, and Customers.

Note: For UltraCart users to access Conversations, they must have the "Conversations Manage SMS/Web Chat" permission enabled.

Next Steps

Learn how to set up and manage SMS conversations.
Discover how to configure webchat on your StoreFront.
Explore setting up and managing engagement triggers for automated responses.