Part of Ordlo Wholesale Documentation
Conversations give your wholesale customers a private messaging channel built directly into your store. Every thread is stored against the customer’s account and any conversation linked to a quote is accessible right from the quote screen.
How Conversations Are Started
| Type | Started by |
|---|---|
| Inquiry | Customer starts a general conversation from their My Account area |
| Message | You (the admin) start a conversation with a specific customer |
| Quote request | Automatically created when a customer submits a quote request |
Conversation Statuses
| Status | What it means |
|---|---|
| New | No replies yet |
| Open | Active — waiting for a response |
| Resolved | Closed by the admin |
Managing Conversations
All conversations are at Ordlo Wholesale → Conversations. You can start conversations, reply, and update status. When a customer messages you, you receive a notification email. When you reply, a delayed notification goes to the customer — cancelled if they read the message first.
Customer View
Customers access conversations from the Wholesale My Account Hub. Subaccounts can participate if they’ve been given the conversations permission.
Quote-Linked Conversations
When a customer submits a quote request, a conversation is automatically created for that quote. The quote detail screen includes the full thread and a reply box, so all negotiation stays in one place. Messages sent from the quote screen appear in both the quote history and the conversation thread.
