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

How to add your customers

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

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 and delete a user for your customer

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

How to edit a Favourites List for a customer

How your customers use the barcode scanner to find products in your catalogue and place orders.

Finding Products Using a Barcode

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

Labels are a great way to categorize your customers in different groups or segments. These can be locations, categories, assortments or any other way you'd like to group your customers.

How to create Customer Labels

In this article, you will find out how you can easily delete your customers and archive chats.

How to delete customers

You can manage negotiated prices with your customers from the Choco mobile app. This feature simplifies the process for Sales Reps by eliminating the need for manual price adjustments and…

How to add negotiated prices with customers

In this article you will find out how to enable/disable price-overrides for individual customers.

How to enable/disable price-overrides for customers

This article will explain where you can see who is in a customer chat.

How to view who is in a Chat

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

In this article you will learn how you can export your customers.

How to export your customers

In this article you will find out how to create a magic code for your customers

How to create a magic code for your customers - E-commerce

CustomerHub

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.