Manage Conversations in the Storefront 

Oro provides a conversation tool designed for communication both within the back-office and storefront environments. This tool enables communication between back-office users and customers users.

Each conversation consists of a set of messages that can be sent by back-office users or customer users.

Start a New Conversation 

To start a new conversation in the storefront:

  1. Navigate to Profiles & Addresses > Conversations in the menu

  2. Click Create Conversation on the top right.

Show the New Conversation button under the Conversations menu

Alternatively, you can click Ask A Question on the page of a supported record. Supported records are:

  • Order

  • Request for Quote

  • Quote

Show the Start Conversation button

  1. Provide the following information:

  • Subject — The name of the conversation.

  • Your Message — A question you want to ask.

  1. Click Send.

You can interact with the conversation as long as the conversation status is Active.

Manage Conversations and Messages 

You can view the existing conversations from the following pages in your Oro application:

  • From the page of all conversations under Profiles & Addresses > Conversations in the user menu, where you can perform the necessary actions for a conversation.

    The actions available for conversations on the view conversation page

  • From the page of a related record under the dropdown of the Questions button.

    The actions available for conversations on the page of a related record