Call Conversion Suite User Guide

Call Conversion Suite User Guide

Welcome to the another creation by ESTS in Shopify

App Name - Call Conversion Suite

This app is created by ESTS . This app is especially developed for those who wants to integrate their Shopify Store with Call Conversion Suite


The Call Conversion Suite Shopify app that allows your customers to place orders over the phone!


With Call Conversion Suite, you can provide an additional ordering channel for your customers who prefer to place orders over the phone. Simply install the app and your customers can call your designated phone number and place their order with one of your team members.


Our app integrates seamlessly with Shopify, allowing you to manage all phone orders within your Shopify dashboard. This makes it easy to track and manage your phone orders alongside your online orders.


Don't miss out on sales from customers who prefer to order over the phone. Try Call Conversion Suite today and give your customers the convenience they deserve!


Call Conversion Suite


Transform your store into a conversion powerhouse with AI-driven callback requests.


Introduction


Call Conversion Suite helps you convert more visitors into customers by enabling instant callback requests on your store. Customers can request a call directly from product pages, and all leads are managed from a centralized dashboard with AI-powered insights to improve response and conversion rates.






Setup Widget




Go to Shopify Admin → Online Store → Themes.
Click Customize.
Add the “Call Conversion Widget” from App Embeds or Blocks.
Save your changes.
Open your storefront and confirm that the call button is visible.

Button Configuration



Open the app and go to Button Customizer.
Select the button type such as Floating, Bottom Bar, or Inline.
Choose the position (bottom left or bottom right).
Set the button label, for example “Call Now”.
Choose a color that matches your brand.
Enable the “Show Globally” option if you want the button on all pages.

Popup Setup

Go to Popup Builder and enable the popup.
Choose how the popup should appear, such as time delay, scroll trigger, or exit intent (based on your plan).
Add form fields like Name, Phone, Email, or custom fields.
Mark important fields as required.
Optionally enable features like countdown timer or limited availability badge.
Customize the design including colors, border radius, and animations.

Product Targeting



Go to Targeting Rules and create a new rule.
Choose how you want to target products, such as by product, tag, type, or vendor.
Enable the call button for selected products.
Optionally hide the Add to Cart button or product price.
Save the rule and test it on your storefront.

Leads Management (CRM)



Go to the Leads section in the app.
View all callback requests along with customer details and source page.
Update the status of each lead such as Pending, Processing, Completed, or Not Received.
Add internal notes if needed.
Export leads in CSV format when required.

AI Features



Integrations

Open the Integrations section.
Connect tools such as Klaviyo, HubSpot, Mailchimp, or Brevo.
Add Twilio credentials if you want SMS or WhatsApp functionality.
Configure AI engines like OpenAI or Gemini if not already done.

Go to AI Settings in the app.
Add your OpenAI or Google Gemini API key.
Enable AI features.
The system will automatically analyze inquiries, prioritize leads, generate summaries, and suggest the best callback time.

Notifications



Go to Notifications settings.
Add webhook URLs or tokens for platforms like Slack, Discord, Microsoft Teams, Telegram, or WhatsApp.
Save your settings.
Submit a test inquiry to verify that notifications are working correctly.

Analytics



Go to the Dashboard section.
Track important metrics such as total clicks, callback requests, and conversion rate.

Store Settings

Go to Settings in the app.
Add your WhatsApp number.
Set the default language.
Define office hours for availability.
Optionally add custom CSS or JavaScript for advanced customization.

Plans

Go to the Plans section.
Upgrade your plan to unlock more leads, advanced triggers, AI features, and integrations.

Customer Flow



On the storefront, customers will see a call button.
When they click the button, a popup form will open.
They can enter their details and submit the request.
The lead is saved in the CRM and you receive a notification.

Best Practices


Use a clear and visible button color.
Keep the form simple with only essential fields.
Enable urgency features where needed.
Use targeting rules for high-value products.
Make sure notifications are properly configured.

Congratulations ! you have setup all things. You are now ready to use this app.


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