Commerce glossary

Helpdesk and chat

Where customer questions arrive and how staff answer them: the channels, the conversation record, order context, reply tools, automation, self-service and response measures.

37 parts and 16 phrases. Apps in this area include Gorgias, Zendesk, Tidio, Re:amaze, Richpanel, Intercom.

Channelssupport.channelShowWhere a customer's message comes in.

How to extend

  • ProviderMany side by sidemessage channelA channel provider brings email, chat widget, social or SMS messages into the same conversation list.
PartLitestore todayHow to extend
Account message threadsupport.channel.account_inboxA message thread between a signed-in customer and the store, kept in the customer's account.
Coreapp/(web)/messages
Provider · many
Product question threadsupport.channel.product_questionA conversation started from a product page and linked to that product.
Coremodules/messaging/conversations.ts
Provider · many
New message email to staffsupport.channel.new_message_emailAn email sent to the store when a customer writes, with a link to the conversation.
Coremodules/messaging/alert-emails.ts
Provider · many
Email inboxsupport.channel.email_inboxA support address whose incoming emails become conversations and whose replies go out as email.
Plugin
Provider · many
On-page chat boxsupport.channel.site_chatA chat box on every store page where visitors, signed in or not, message staff in real time.
Plugin
Provider · many
Social messagessupport.channel.social_messageDirect messages and comments from social accounts brought into the conversation list.
Plugin
Provider · many
SMS and messaging appssupport.channel.smsText and messaging-app conversations with customers brought into the conversation list.
Plugin
Provider · many
Phone callssupport.channel.voicePhone calls logged as conversations, with recordings or notes.
Plugin
Provider · many
The conversation recordsupport.conversationShowWhat one support conversation holds and how staff sort it.

How to extend

  • Core onlyConversations are core records and no conversation events exist yet for a plugin to subscribe to.
PartLitestore todayHow to extend
Conversation statussupport.conversation.statusThe state of a conversation: open, resolved or archived, with reopen and archive actions.
Coremodules/messaging/admin/actions.ts
Core only
Assigneesupport.conversation.assigneeThe staff member responsible for answering a conversation.
Coremodules/messaging/admin/actions.ts
Core only
Topic and subjectsupport.conversation.topicThe conversation's kind, such as support or product question, and its subject line.
Coreprisma/schema.prisma
Core only
Read statesupport.conversation.read_stateThe time each message was read by the other side, used for unread counts.
Coremodules/messaging/storefront/actions.ts
Core only
Conversation tagssupport.conversation.tagsShort labels staff attach to conversations, such as refund or shipping question, for filtering and reports.
Plugin
Core only
Prioritysupport.conversation.priorityA level such as low, normal or urgent that orders the queue and sets response targets.
Plugin
Core only
Merge conversationssupport.conversation.mergeJoining two conversations from the same customer into one thread.
Plugin
Core only
Order context and actionssupport.contextShowThe customer's orders shown beside the conversation, and what staff can do from there.

How to extend

  • SlotMany side by sideadmin.slot.customer.blockA helpdesk plugin renders order actions beside the conversation in the admin inbox.
PartLitestore todayHow to extend
Order cardsupport.context.order_cardA card in the thread that shows an order's number, status, items and total, linked to the order.
Coremodules/messaging/resolve-conversations.ts
Slot · many
Order eligibility factssupport.context.eligibilityThe list of what the customer may still do with an order (cancel, return, refund) and why not, read from the order rules.
Coremodules/orders/customer-capabilities.ts
Slot · many
Refund from conversationsupport.context.refund_actionA button in the conversation that refunds all or part of the linked order.
Plugin
Slot · many
Cancel from conversationsupport.context.cancel_actionA button in the conversation that cancels the linked order.
Plugin
Slot · many
Edit from conversationsupport.context.edit_actionA button in the conversation that changes the linked order's address or items.
Plugin
Slot · many
Writing repliessupport.replyShowWhat staff put into a reply and the tools that help write it.

How to extend

  • Assistant toolMany side by sidedraftCustomerMessageThe assistant drafts a customer message for staff to send through its message tool.
PartLitestore todayHow to extend
Image attachmentssupport.reply.attachmentsImages added to a message, up to a set number per message.
Coreplatform/config/store-policies.ts
Assistant tool · many
Product cardsupport.reply.product_cardA product link in a message turned into a card with the product's image, name and price.
Coremodules/messaging/product-linking.ts
Assistant tool · many
Coupon cardsupport.reply.coupon_cardA message part that shows a discount code to the customer inside the thread.
Coremodules/messaging/notifications.ts
Assistant tool · many
AI-drafted replysupport.reply.ai_draftA reply drafted by the AI from the thread and the order facts, checked against those facts and placed in the composer for staff to edit and send.
Coremodules/messaging/assistant-reply.ts
Assistant tool · many
Saved replysupport.reply.saved_replyA stored reply text with placeholders, such as the customer's name or tracking link, that staff insert with one click.
Plugin
Assistant tool · many
Internal notesupport.reply.internal_noteA note in the thread that only staff see.
Plugin
Assistant tool · many
Automationsupport.automationShowRules and bots that act on conversations without a staff member.

How to extend

  • ProviderMany side by sidehelpdesk automationAutomation rules and answer bots come from a helpdesk plugin; core sends no AI reply without staff approval.
PartLitestore todayHow to extend
Automation rulesupport.automation.ruleA rule that checks each new message against conditions, such as words or channel, and then tags, assigns or closes the conversation.
Plugin
Provider · many
Automatic replysupport.automation.auto_replyA fixed reply sent when a message arrives, for example outside opening hours.
Plugin
Provider · many
Automated answersupport.automation.automated_answerA chatbot that answers common questions, such as order status, from the store's data and help articles without a staff member.
Plugin
Provider · many
Handoff to staffsupport.automation.handoffThe step where a bot passes the conversation to a person, with the thread so far.
Plugin
Provider · many
Self-servicesupport.self_serviceShowAnswers a customer finds without writing to the store.

How to extend

  • SectionMany side by sideA help centre or contact form plugin adds a storefront section or page.
PartLitestore todayHow to extend
Help centresupport.self_service.help_centerA set of searchable help articles grouped by topic.
Plugin
Section · many
Contact formsupport.self_service.contact_formA form where a visitor without an account sends a question that becomes a conversation.
Plugin
Section · many
Response measuressupport.measureShowHow quickly and how well questions are answered.

How to extend

  • ProviderMany side by sidehelpdesk reportsResponse-time reports and surveys come from a helpdesk plugin.
PartLitestore todayHow to extend
Waiting timesupport.measure.waiting_ageA label on each unanswered conversation showing how many days the customer has waited for a staff reply.
Coremodules/messaging/admin/waiting-age.tsx
Provider · many
First response timesupport.measure.first_responseThe time from the customer's first message to the first staff reply, averaged over a period.
Plugin
Provider · many
Resolution timesupport.measure.resolution_timeThe time from a conversation's first message until it is marked resolved.
Plugin
Provider · many
Response targetsupport.measure.response_targetA goal for reply time by priority or channel, with conversations flagged when they pass it.
Plugin
Provider · many
Satisfaction ratingsupport.measure.satisfaction_ratingA short rating request sent after a conversation is resolved, with scores collected per staff member.
Plugin
Provider · many

What the phrases mean

The words apps use for a feature, and the plain parts the feature is made of, in the order they happen.

Phrases left out

These phrases mean different things at different apps, so the glossary doesn't map them.

  • omnichannel inboxMeans email plus chat at one vendor and every social, SMS and voice channel at another.
  • automation rateCounts bot-closed conversations at one vendor and any rule-touched conversation at another.
  • conversational commerceCovers chat support, chat checkout and messaging marketing at different vendors.

Sources

The app documentation these parts were checked against.