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Checkout Questions

Configuring Checkout Questions​

The "Checkout Questions" section allows you to define specific questions your ReadyChatAI bot will ask customers during the checkout process for orders or service bookings. This ensures you collect all necessary information to fulfill requests accurately and efficiently.

ReadyChatAI Checkout Questions Page
The main interface for managing Checkout Questions.

Understanding Checkout Question Categories​

At the top of the page, you'll likely find tabs to categorize your checkout questions based on what they relate to. The visible tabs are:

  • Store: For general questions related to any store purchase (e.g., delivery address, contact number).
  • Products: For questions specific to certain products (e.g., size, color, customization details).
  • Service: For questions relevant to booking services (e.g., preferred date/time, specific requirements for the service).

Selecting a tab will display the questions configured for that particular category.

Managing "Store" Checkout Questions (Example)​

The image focuses on "All Store Questions." Let's break down how you manage these:

(The process for "Products" and "Service" questions would be similar, but tailored to those contexts.)

1. Viewing Existing Store Questions​

The main table lists all currently configured general store checkout questions. When populated, it will display:

  • Reorder: This column, likely with drag-and-drop functionality or up/down arrows, allows you to control the sequence in which these questions are asked to the customer during checkout. The order can be crucial for a logical flow.
  • Question: The actual text of the question that will be presented to the customer (e.g., "What is your full delivery address?").
  • Action: This column would typically contain options to edit or delete an existing checkout question.

The message "No Store Questions added yet" with an icon will appear if no questions have been configured for this category.

2. Adding New Store Questions​

To add a new question that your bot will ask during the store checkout:

  1. Click the "Add New Store Questions" button (or the equivalent for "Products" or "Service" tabs).

  2. This will open a modal dialog box titled "Checkout Question".

    Modal for adding a new checkout question
    The "Add Checkout Question" modal.

  3. In the input field labeled "Enter a Checkout Question", type the exact question you want the bot to ask the customer.

  4. Click the "Add" button in the modal to save this new question to your list.

3. Table Management Tools​

  • Filter Icon: This button likely provides options to filter or sort the list of checkout questions, especially useful if you have many configured.
  • Export Button: Allows you to download your list of checkout questions, perhaps for review or backup.

Why Configure Checkout Questions?​

  • Essential Information Collection: Ensure you get all the details needed to process an order or service request (e.g., shipping address, contact details, specific preferences, customization choices).
  • Reduced Follow-Up: By asking the right questions upfront, you minimize the need for manual follow-up with customers, saving time for both parties.
  • Improved Accuracy: Clear, predefined questions reduce misunderstandings and errors in order fulfillment.
  • Streamlined Process: Automates a key part of the sales or booking journey, making it smoother for the customer.
  • Customization: Tailor questions to your specific business needs, products, or services. For example, a clothing store might ask for "Size," while a food delivery service asks for "Delivery Instructions."

📝 Think About the Order

The "Reorder" functionality is very important. Consider the logical flow of questions from the customer's perspective. Start with general information and move to more specific details if needed.

Best Practices for Checkout Questions​

  • Be Clear and Unambiguous: Phrase questions in a way that is easy for customers to understand. Avoid jargon.
  • Ask Only What's Necessary: A long list of questions can deter customers. Only ask for information that is essential for fulfilling their request.
  • Use Different Categories: Leverage the "Store," "Products," and "Service" tabs to keep questions organized and relevant to the context.
  • Review and Refine: Periodically review your checkout questions. Are they still relevant? Could they be clearer? Are you missing any crucial information?

By thoughtfully configuring your Checkout Questions, you can create a more efficient, accurate, and user-friendly purchasing or booking experience through your ReadyChatAI bot.