Support

In this article, you can find the steps to add and invite your customers to Choco.

How to onboard your customers to Choco

This step-by-step guide will show you how to add or remove a user of your customer to their buyer account.

How to add a new user for your customer

This article explains how you can access, add or remove products from the Order Guide of a buyer.

How to edit an Order Guide for a customer

You can easily add or update the Customer Number of your customers on both the Choco webtool and mobile app.

How to update a Customer Number

How to create Customer Labels

The AI Insights feature is a valuable tool for sales reps keep track of ordering trends of their customers.

How to check customer AI Insights

The customer import allows you to upload a csv template to add multiple customers in one go.  You’ll receive an email summary once the processing has finished with an overview.

How to bulk create customers

Assign a teammate as the account owner for any customer. Use this to make follow‑ups clear and keep your pipeline organised.

How to assign an account owner to a customer

Iana Lebourdais

How to manage your customers on Choco Web and Choco App

Manage your customers

Find answers and get help from Intercom Support and Community Experts

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