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What's ChatGenie?
If you’re an entrepreneur, chances are you’ve been promoting your online business on social media Super Apps and platforms like Facebook and Instagram, communicating with customers on Viber, or accepting payments via GCash. Now, what if we told you that you could start selling within those platforms too? We don’t just mean by using website link-outs or sending out manual online forms. We mean you can automate the whole ordering process and let customers browse, add to cart, and check out - all in your DMs! You can do that (and more!) with ChatGenie’s In-App Commerce.
B2C Bundle Guide
You signed up for ChatGenie, welcome onboard! Now, it’s time to create your Mini App online store. We know it can get a bit overwhelming, but don’t fret. Consider this article as the ultimate ChatGenie setup guide containing all the information you need to know to create your very own Mini App online store.
So, how can you launch your online store?
Well, there are two easy options: you can either do it yourself or ask one of our ChatGenie Experts to do it for you!
Option A:
Self-Onboarding - If you want to set up your Mini App online store yourself, it’s pretty simple. To make it even easier, we’ve created a video to guide you through the process. Watch it now to find out everything you need to know about launching your own Mini App. You can start by signing in here: https://chatgenie.ph/login. Keep reading to find our comprehensive step-by-step guide to creating your own online store.
Option B:
Hire a ChatGenie Expert - If you’re short on time and can’t set up your Mini App yourself, you can reach out to any of our accredited ChatGenie Sales Partners here. Trust our ChatGenie Partners to help build and grow your business with a Mini App online store. With skills in marketing, design, and development, our ChatGenie Sales Partners are here to help you succeed.
HOW TO CREATE YOUR MINI APP
1. SIGN IN AND CREATE YOUR MINI APP
First, go to ChatGenie and click on the SIGN UP FOR FREE button. You can sign in using your email or sign in with Facebook. After signing in, choose what Facebook Page you want to connect with your ChatGenie Mini App.
chatgenie.ph home page
ChatGenie log-in page
After connecting your Facebook Page, click on the MY MINI APPS Dashboard and click the CREATE MINI APP button. You can choose between two product bundles: the eCommerce B2C Bundle or the Shopify Bundle.
Choose Service Bundle
If you already have a Shopify store, choose the Shopify Bundle so you can instantly migrate your Shopify store content and start selling on Facebook Messenger, Instagram, Viber, GCash, and more. Read more about migrating your Shopify Online Store to your ChatGenie Mini account with the Shopify Bundle Guide here.
If you don’t have a Shopify store, choose the eCommerce B2C Bundle and continue the steps here to create your Mini App Online Store.
After choosing the eCommerce B2C Bundle, you will be asked to Customize Your Mini App. You can use this portion to personalize your Mini App as you please. You can change your App Name, Greeting, and Welcome Message here.
2. CREATE CATEGORIES AND PRODUCTS
After customizing your Mini App, you can start adding categories and creating products. Differentiating your Categories can organize your products and help customers find exactly what they want to buy without having to browse through all your offerings. You can either create categories and upload products while creating your Mini App now or later on, through your ChatGenie Dashboard.
To do this, simply go to CATEGORIES AND PRODUCTS to add, edit, or manage your details. Start by creating your first Category here. Click ADD IMAGE and choose what photo to use as the banner photo of your category. After, add and edit the name and descriptions of the category. Once you’re done adding an image, category name, and description, you can continue to create your products for that category. Just click NEXT to add a product and input its details.
Add a product and provide a product image, name, and description. You can also add more product details by using the PRODUCT VARIANCE feature portion to indicate information like price, size, color, and more. Choose one that applies to your product on the option name, write the specific values beside it. Below you need to fill out the prices on each value, the price difference between the base price and the actual option value should be added. For example, if the base price is P20 and the medium size is P30 pesos, please input P10 in the field for the medium size as an additional price.
You will also have an option to require the products to be added upon check out by ticking the “Add this to cart every transaction” as shown on the screenshot below. You can also indicate if products are limited or unavailable right on your dashboard. All you need to do is turn the product off and on as you please. You can continue to add more categories and products on your ChatGenie Dashboard. Click on CATEGORIES AND PRODUCTS and choose between Categories and Products to edit and add them as well as add more details in the Add-ons/Upsell portion. Upsell other services or products like gift boxes, sauces (for F&B), and the like with this feature.
Once your Mini App is launched, your customers will be able to browse through a live catalog of the products and categories you’ve added here.
3. CONFIGURE YOUR CART SETTINGS AND DELIVERY AREAS
After adding categories and products, go straight to configuring your Cart Settings and Delivery Areas. Managing the cart settings will help you designate your delivery area, adjust your shipping fees, and set your minimum transaction amounts. To do this, go to the Cart Settings page to enter your chosen details. You can limit the delivery coverage of your business, set Delivery Fees, and even offer Free Shipping with certain amounts spent here. If you’re selling digital products, simply click YES so customers won’t need to input their delivery details.
Continue to set up your Delivery Areas. Go to your dashboard, click on Cart Settings, and choose Delivery Areas. The Delivery Areas setting, by default, is blank for nationwide delivery. To limit your Delivery Area, click ADD, specify your chosen region and city, and enter your desired Delivery Fee. If your store chooses to offer Free Delivery and other promos, just add them in the Cart Promo under this setting as well. You can also add the amount and choose Promo Type here. You can also choose to activate third-party delivery options like Grab Express in this portion by checking the box for Customer Initiated Shipping.
4. PROMOS
For promos, go to the Coupon Codes portion of your ChatGenie Dashboard. Make your own promo codes by simply clicking ADD to create your promo code. Input the promo value or amount, usage limit, start and end date, as well as the start time, and end time. Once your code is created, you can instantly start sharing it anywhere. You can also track all your promo code data on your ChatGenie Dashboard.
5. CHOOSE YOUR PAYMENT OPTIONS
You can now select from our wide range of Payment Options here. Manage your payment options here and activate your chosen payment options:
1. Manual Payments via mobile bank apps - This means that the customer will have to leave your Mini App, go to their respective bank apps to make a payment, then send you a screenshot or proof of payment to confirm the payment.
2. Online payments - With this option, the customer will no longer have to transfer apps to pay for their order. Instead, they will be redirected to the bank apps or GCash app just like with other shopping apps. This means that ChatGenie will collect payments for you and will be disbursed to your bank account. For disbursement details, kindly fill up the registration form on the page.
3. Payment Gateway - You can also use your PayMongo details directly by syncing your account in this option. By choosing the Payment Gateway, you will no longer need to get disbursements with our weekly cycles but get them via PayMongo directly.
Note that the Cash on Delivery payment option is only available for the Manual Delivery option.
6. ADD TEAM MEMBERS
We’re nearly done. Now, you can select team members to help you manage your Mini App Online Store. Go to the General Store Manager and assign team members to help you manage your Mini App. Make sure that your chosen managers are already admins of your chosen Facebook Page and add their respective email addresses. Don’t forget to use the email addresses registered to their accounts. They will soon receive an email inviting them to be an admin to your Mini App. Once accepted, they will get a confirmation email that they have successfully registered and are now ready to manage the Mini App.
7. LAUNCH YOUR MINI APP
After you’ve set all your Mini App configurations, you can finally click Launch Your Mini App. Your Mini App Online Store is ready! Easily add, delete, or edit any of your online store configurations or products on your ChatGenie Dashboard. You can also use your ChatGenie Dashboard to track all your real-time sales, transactions, and data throughout any sales channel.
Congratulations! Your ChatGenie Mini App Online Store is good to go. Good luck!
Still have questions? Reach out to us at m.me/ChatGenie and we’ll fill you in on anything else you’d like to know. You’ll be a ChatGenie master in no time!
Shopify Bundle Guide
If you already have a Shopify store, choose the Shopify Bundle to instantly migrate your store content and start selling on Facebook Messenger, Instagram, Viber, GCash, and more. With the Shopify Bundle, you can transport all your current products to your ChatGenie account and widen your sales channels on the Super Apps of your choice and track them all on one easy dashboard. No need to upload all your products and details manually! Keep reading to learn how you can launch your ChatGenie Online Store with the Shopify Bundle in 4 easy steps.
HOW TO CREATE YOUR CHATGENIE MINI APP WITH THE SHOPIFY BUNDLE
1. SIGN IN
First, simply go to ChatGenie and click on the SIGN UP FOR FREE button. You can sign in using your email or sign in with Facebook. After signing in, choose what Facebook Page you want to connect with your ChatGenie Mini App. After connecting your Facebook Page, click on the MY MINI APPS Dashboard and click the CREATE MINI APP button.
chatgenie.ph home page
ChatGenie log-in page
2. CUSTOMIZE YOUR MINI APP
After choosing the Shopify Bundle, you will be asked to Customize Your Mini App. You can use this portion to personalize your Mini App as you please. You can change your App Name, Greeting, and Welcome Message here.
3. CONFIGURE YOUR SHOPIFY SETTINGS
Once you’re done with customizing your Mini App Online Store, you need to configure your Shopify Settings. Visit your Shopify account to get the details needed for the Shopify Settings section. On your Shopify dashboard, click on Apps, scroll down and look for Manage Private Apps, and click Create New Private App. Enter Private App Name, we suggest that you use the same App Name as the one you used in your ChatGenie Dashboard. Input your business email for Emergency developer email. Then expand/show the inactive Admin API and Storefront API permissions. Kindly follow the instructions on your ChatGenie dashboard on which permissions to enable. Once you’ve successfully set your API permissions, an API Key and Password will generate. Kindly copy and paste this to your ChatGenie Dashboard. You will also need the Webhook API version, which can be found before the Storefront API permissions. Kindly copy the numeric version to your ChatGenie Dashboard. For example, in Shopify, its 2022-01 (Latest), only copy “2022-01” to your ChatGenie Dashboard.
Once you’ve configured these settings, your Shopify store will be instantly migrated into your ChatGenie Mini App Online Store.
ChatGenie Dashboard
Shopify Dashboard
4. CONFIGURE YOUR CART SETTINGS AND DELIVERY AREAS
After adding categories and products, go straight to configuring your Cart Settings and Delivery Areas. Managing the cart settings will help you designate your delivery area, adjust your shipping fees, and set your minimum transaction amounts. To do this, go to the Cart Settings page to enter your chosen details. You can limit the delivery coverage of your business, set Delivery Fees, and even offer Free Shipping with certain amounts spent here. If you’re selling digital products, simply click YES so customers won’t need to input their delivery details.
Continue to set up your Delivery Areas. Go to your dashboard, click on Cart Settings, and choose Delivery Areas. The Delivery Areas setting, by default, is blank for nationwide delivery. To limit your Delivery Area, click ADD, specify your chosen region and city, and enter your desired Delivery Fee. If your store chooses to offer Free Delivery and other promos, just add them in the Cart Promo under this setting as well. You can also add the amount and choose Promo Type here. You can also choose to activate third-party delivery options like Grab Express in this portion by checking the box for Customer Initiated Shipping.
5. PROMOS
For promos, go to the Coupon Codes portion of your ChatGenie Dashboard. Make your own promo codes by simply clicking ADD to create your promo code. Input the promo value or amount, usage limit, start and end date, and as the start time, and end time. Once your code is created, you can instantly start sharing it anywhere. You can also track all your promo code data on your ChatGenie Dashboard.
6. CHOOSE YOUR PAYMENT OPTIONS
You can now select from our wide range of Payment Options here. Activate the Manual Payment option for Cash on delivery or bank deposits. You can also activate online payment options such as GCash, BPI Online Banking, and PayMongo. After that, go to the Payment Manager and configure your details for your chosen online payment options.Note that the Cash on Delivery payment option is only available for the Manual Delivery option.
7. ADD TEAM MEMBERS
We’re nearly done. Now, you can select team members to help you manage your Mini App Online Store. Go to the General Store Manager and assign team members to help you manage your Mini App. Make sure that your chosen managers are already admins of your chosen Facebook Page and add their respective email addresses. Don’t forget to use the email addresses registered to their accounts. They will soon receive an email inviting them to be an admin to your Mini App. Once accepted, they will get a confirmation email that they have successfully registered and are now ready to manage the Mini App.
8. LAUNCH YOUR MINI APP
After you’ve set all your Mini App configurations, you can finally click Launch Your Mini App. Your Mini App Online Store is ready! Easily add, delete, or edit any of your online store configurations or products on your ChatGenie Dashboard. You can also use your ChatGenie Dashboard to track all your real-time sales, transactions, and data throughout any sales channel.
Congratulations! Your ChatGenie Mini App Online Store is ready. You can now start selling inside Facebook, Instagram, Viber, and GCash - and track them all on your Shopify Dashboard!
Did we miss anything? Message us any other comments and questions at m.me/ChatGenie and we’d be glad to help you out!
Dashboard Guide
The ChatGenie Dashboard can get a little overwhelming, we get it. After all, you control every aspect of your online store right here: from adding categories and products to adjusting payment options and delivery settings to even tracking all your transaction data. The ChatGenie Dashboard also lets you track all your transaction data across all your sales channels, from Facebook and Instagram to Viber and GCash! There are plenty of features for you to explore here. Let us walk you through the ChatGenie Dashboard with this detailed guide and let you know exactly how to use all our special features to truly maximize your ChatGenie Mini App online store!
Categories and Products
You can create your store categories, add products, and manage them all here. First, create Categories and add their corresponding photos and descriptions. Next, create your Products and upload their photos, descriptions, and variants. You can also customize and specify your products with their exact details. Enter a Base Price here to show the product’s default price or add premiums for special items. Indicate your limited inventory easily here by ticking the Limited box. You can also specify particular product colors, sizes, and more with Product Variance and increase their respective prices.
Cart Settings
Adjust and customize your cart settings according to your business needs here. Use this feature to configure delivery areas, offer limited coverage, free shipping, or minimum amount spent here. We created the limited coverage feature for small business owners who only want to cater to a specific area. If you offer digital products, you can specify here to customize your order forms.
Shipping Manager
Use the Shipping Manager to set your chosen logistics arrangements. Work with our platform integration partners like Grab Express for Automated Delivery or choose other options like Manual Delivery. For seamless online ordering, you may allow pickups by your customers by checking the Customer Initiated Shipping box.
Payment Manager
Choose between flexible payment options and select your payment options in the Payment Manager. In this portion, simply select which options you want to activate for your online mini store. Use the Manual Payment option for Cash on delivery or bank deposits. You can also activate online payment options such as GCash, BPI Online Banking, and PayMongo. Note: Cash on Delivery is only available for the Manual Delivery option.
Marketing Tools
Use this portion to manage your online marketing. Under here, you’ll find the Customer Segment feature and the Broadcast Manager. Use the Customer Segment feature to create specific customer segments based on different data points of your choice. Use the Broadcast Manager to reach out to your customers who have messaged you within 24 hours.
Customer Segment
Create Customer Segments from different data points such as selected payment modes, shipping options, and delivery locations to create specific Customer Segments to learn more about your customers and increase your Customer Lifetime Value. You can also target specific Customer Segments with custom audience ads here.
Broadcast Manager
Connect with your customers instantly on Facebook Messenger with the Broadcast Manager. Use this feature to reach out, notify, and check with clients who have reached out within 24 hours.
Notification Manager
Edit, change, and review your notifications anytime. You may also change the default notification messages as you please here.
Referral Manager
Manage referral codes, coupons, and promo codes here. View your Referral data with this feature and easily track link clicks, link-related sales, and more.
Billing Manager
Keep track of your transaction data here. Get real-time reports about all your data including sales, refunds, and fees.
General Store Manager
Use the General Store Manager to assign team members to help you manage your Mini App. Make sure your chosen team members are admins of your Facebook page and add the respective email addresses connected to their personal Facebook accounts. After submitting their email confirmation to manage your Mini App, they will get a confirmation email shortly to finalize their registration.
Congratulations! After reading this comprehensive guide, you’re basically a ChatGenie Dashboard expert. If you have any more comments, thoughts, or questions for us, feel free to message us anytime at m.me/ChatGenie!
Payment Guide
Wondering how payments work when selling with ChatGenie? We make it simple. To let you focus on growing your online business, we created the ChatGenie Dashboard to streamline all your transactions and keep all your data in one place. Helping you offer secure, flexible payment options while keeping collection sweat-free are just some of the things we do to help you sell better and smarter online. Keep reading to learn everything you need to know about payments, collections, refunds, and more when using ChatGenie!
How do I get my payments from transactions made using ChatGenie?
Like the rest of our platform, we make the payment process easy and worry-free. We send out your disbursements at regular schedules depending on your chosen payment option. You’ll find all your transaction data and billing right on your dashboard. Find out more about our Disbursement Schedules below:
Disbursements are made every Monday while cut-offs per cycle are Fridays at 6 pm. If you’re using the default settings, kindly make sure that you fill up the registration form.
How do I track my transactions?
You can track all your transactions (yes, all transactions from all sales channels!) on the ChatGenie Dashboard.
Can orders be canceled on my Mini App Online Store? How do I manage them?
Yes BUT all orders are subject to your (the merchant) approval. Once you confirm the cancellation, you can message us to edit the process. However, if orders are still pending, you can cancel on the Order Manager in the ChatGenie Dashboard yourself. All payments will be charged only if the transaction is completed, so cancellations are easy!
A confirmed and paid order needs to be canceled. Is there a way for my customer to refund the payment?
Yes, you can make refunds to orders already paid for - with the GCash payment option. Go to your ChatGenie Dashboard and cancel the order that you want to order. Once it’s been successfully canceled, you will find the refund button at the bottom of the order details. Simply click this and it will display a success message if the refund has been successful. However, for other online payments, merchants are responsible for manually processing refunds based on their return and refund policy.
Note that: cancellations can only be made before the rider's arrival. Delivery fees cannot be refunded either once the rider has arrived.
How long does a customer have to wait for a refund when a paid, confirmed order needs to be canceled?
For GCash transactions, successful refunds will happen in real-time. Any other type of refund will be up to your (the merchant’s) discretion.
How can I pay the collected convenience fees to ChatGenie?
At the start of the month, all Merchants will receive their billing for the previous month. Details of the monthly billing are sent to the Mini App Admin email address(es) and can be found on Billing Manager on ChatGenie CMS and Dashboard. Accumulated convenience fees are also shown in real-time on the widget on the upper right of the ChatGenie CMS and Dashboard pages.
How do I check my Subscription Billing Statements?
We send out Billing Statements every start of the month. You can also see your monthly billing statement any time on the Billing Manager on your ChatGenie Dashboard.
I’m curious, how does ChatGenie earn when merchants are using the Free Plan?
Under the Free Plan, we just add P10 to every successful transaction as a convenience fee, no matter what the purchase amount. The fee is automatically charged to the buyer but merchants can also send us an email at sales@chatgenie.ph if they’d rather take care of it themselves.
Want to know more about ChatGenie? Message us at m.me/ChatGenie to learn more about our Payment FAQs and we’ll answer all your questions!
Troubleshooting Guide
Have issues with your ChatGenie Mini App Online Store? Don’t worry, we’ll be able to sort them out in no time! Keep reading to learn exactly how you can troubleshoot those problems in an instant. Don’t be intimidated! With this easy guide, you’ll master your ChatGenie Mini App and your online store will be ready in a flash.
Every time I launch my Mini App, it always asks me to allow Facebook Page Required Permission. How do I fix that?
To solve this, just log out from the ChatGenie CMS and Dashboard and re-login. When logging in again, click the Business Settings on the Facebook Log In Pop Up and then allow all required permissions to let ChatGenie create a Mini App on your Facebook Page.
I have chosen at least 2 shipping options but they’re not available on my Mini App Online Store. How do I fix that?
This happens when your Cart Settings - Delivery Area Scope is configured to Custom. By default, your Shipping Fee is configured from the city details entered in the Delivery Areas Manager. To allow your customers to select from your chosen shipping options instead, choose the Shipping Option Fee instead of the Delivery Area Fee configured in your Cart Settings. Once done, don't forget to click the SUBMIT button to apply the changes.
The Shop Now button on the menu is missing, how do I bring it back?
This usually happens after editing your Frequently Asked Questions Editor on the Facebook Page Manager. To fix this issue, simply reset the menu entries. Go to Settings Manager > Mini App Settings Tab and click RESET MENU.
How can I customize my Mini App link Messenger URL?
You can customize your Messenger URL by going to your Facebook Page Manager > Profile > About > then click Create Page URL.
This URL can be used as such: Messenger <PageURL> Sending this link will automatically redirect its recipients to your messenger profile. From there, they can access your ChatGenie Messenger storefront.
My Mini App is deactivated, what should I do to activate it again?
If two consecutive ChatGenie Mini App billings are not paid, your Mini App account will be deactivated. To reactivate, simply pay your ChatGenie Mini App Billing immediately on the Billing Manager on your ChatGenie Dashboard. To extend payment and activate your Mini App immediately, you can also use the Extend Payment option on your Billing Page. You are given a 10 day grace period to settle your billing after activating the Extend Payment feature to keep your Mini App activated.
My Mini App is inactive, what should I do?
To re-activate your Mini App Online Store, just log out from the ChatGenie CMS and Dashboard and log in again. Due to Facebook's strict implementation of security tokens, the Facebook App security token gets updated every time you change your Facebook password or your account gets flagged. Once any changes are detected, we automatically send you an email to let you know and log in again to re-activate your Mini App.
How can I temporarily disable my Mini App?
The easiest way to disable your Mini App temporarily is to activate the Maintenance Mode feature. While the Maintenance Mode is activated, customers will just be redirected to a Maintenance Mode Page. To activate the Maintenance Mode feature, go to the Settings Manager > Maintenance Tab. Just turn on the Maintenance Mode switch to activate it. Once activated, you can edit your Mini App Welcome Message accordingly to let customers know.
How do I remove my ChatGenie Mini App from my Facebook Page?
Before you do this, remember that this is an irreversible action. Once you remove your current Mini App Online Store, all your data will be erased and if you reconnect your Mini App, all your information will no longer be in sync. To properly remove ChatGenie Mini App from your Facebook Page, you have to disconnect ChatGenie from your Facebook Page. To do this, go to the Settings Manager > Page Subscription > and click the DISCONNECT button.
Did we miss anything? Tell us about your concern at m.me/ChatGenie and we’d be glad to sort it out for you!
Shipping Guide
How can I pay the delivery fee?
Our delivery partner, GrabExpress, requires merchants to top up a minimum amount of 1,000php. This will ensure a smoother delivery experience both for you and your customer!
Can I still cancel my GrabExpress booking?
Yes, you can cancel orders on the Order Manager in the ChatGenie Dashboard yourself. All payments will be charged only if the transaction is completed, so cancellations are easy!
I cannot book a GrabExpress, is there any other option?
You can cancel the delivery through your ChatGenie dashboard and manually book for another delivery courier.
Can customers book for their deliveries instead?
Yes! As long as you were able to set up the Customer Initiated Shipping option in your dashboard, this should be visible on your customer’s end!
Did we miss anything? Feel free to reach out to us anytime at m.me/ChatGenie and we’d be glad to help you out!
ChatGenie Refund Guide
If your customer is in need of a refund, you’ve come to the right place. Follow the steps below to initiate refunds within 3 to 5 business days once requests are submitted. Here is a quick guide to getting refunds with ChatGenie:
1. For payments made with the automated GCash payment option using the ChatGenie MID (merchant ID), simply trigger the real-time refund directly from your ChatGenie Dashboard. Once an order is canceled, it will be subject to a full refund once you click the Refund button.
2. For payments made with the automated BPI payment option using the ChatGenie MID, refunds have to be made manually (from the merchant to the customer). However, the payment made will still be received during the next disbursement schedule, as it would if the transaction was not canceled.
3. For payments made through the integrated PayMongo option using a ChatGenie MID, kindly message us at m.me/ChatGenie and present the details below to get a refund minus PayMongo’s respective fees:
- Order Reference Number
- Date and Time of transaction
- Proof of Transaction (preferably screenshot)
4. Lastly, for payments made manually via bank deposit or GCash transfer, then merchants are free to set their own refund policies and customer coordination.
Any more questions? Message us at Submit a request – ChatGenie anytime and we’d be happy to assist you!
ChatGenie is an AI-powered Customer Engagement Platform that helps businesses target, nurture, convert leads, and provide chat support through multi-agent chatbots.
What is ChatGenie?
ChatGenie is an Agentic AI Customer Engagement Platform that helps businesses target, nurture, convert leads, and provide chat support through multi-agent chatbots.
How can I create a ChatGenie account and launch my online store?
Here's how you can start creating your ChatGenie in-app store:
Step 1: Create Your Store. Go to https://app.chatgenie.ph/login/client and click ""Continue with Facebook."" Follow the guide https://tinyurl.com/ChatGenieStoreCreation.
Step 2: Watch Tutorial Videos. We’ve put together helpful video tutorials that will guide you through setting up your store. This includes how to set up your cart settings, payment options, shipping, vouchers, and more: https://tinyurl.com/ChatGenieTutorials.
Step 3: Add Your FAQ List. You may include store info, operating hours, location, payment options, and delivery methods.
Step 4: Add Support Account. Add support@chatgenie.ph in System and Account Settings > Manage Access so we can assist you with any issues that may arise in the future.
Step 5: Launch Your Store. Click 'Launch' in the dashboard to activate your store.
Step 6: Create Referral Link. Create a referral link in your dashboard, which you can share on your Facebook posts or convert into a QR code for easy access. Watch the guide on creating a referral link here: https://tinyurl.com/ChatGenieReferralLink.
Step 7: Set Up Comment Auto-Reply. Our Comment Auto-Reply feature allows you to send automated responses to customer comments on Facebook Live, videos, and posts with product info and checkout links. Watch the comment auto reply guide here: https://tinyurl.com/ChatGenieCommentAutoReply.
Step 8: Messenger Opt-In. Stay in touch with your customers through updates like new product launches, exclusive discounts, and ongoing promotions: https://tinyurl.com/ChatGenieMessengerOptIn.
Step 9: Set Up Facebook Ads. This is a great way to boost visibility and increase sales. Learn how to set up Facebook ads here: https://tinyurl.com/ChatGenieFBAds.
What if I already have a Shopify website?
That’s perfect! Simply choose the Shopify Bundle when choosing which of the ChatGenie product bundles to apply to your online store and your Shopify details will be migrated into your ChatGenie online store. This means you can skip uploading your products and details and go straight to selling inside the world’s biggest apps aside from your current website.Here's How To: https://youtu.be/6zcUC6CjH38?feature=shared
Where can I launch a ChatGenie online store?
ChatGenie now supports online stores on Facebook Messenger, Instagram, Viber, GCash, and other popular platforms, with options for additional or custom channels based on your needs
Is ChatGenie safe and secure?
Yes. We’ve designed ChatGenie with multiple layers of security to protect your data and transactions. Our multi-AI Agent framework incorporates built-in checks and compliance measures, ensuring your information stays private. We also partner with reliable payment providers that follow industry standards, giving you a secure platform for online operations.
For organizations with specific data or compliance requirements, we offer the option to deploy ChatGenie on-premise or in a private cloud with a separate licensing model. This flexibility allows you to maintain additional control over your infrastructure and data.
Do you charge commission fees?
Only an additional ₱10 convenience fee per transaction will be charged. They’re automatically charged to your customer but you also have an option to shoulder this fee.
Do I need a Facebook Account to use ChatGenie as a Merchant?
By default, ChatGenie setup requires a Facebook account with an admin role on your business’s Facebook Page so you can easily connect your store. However, if you want to use customized channels beyond Facebook (e.g., Viber, GCash, or others), ChatGenie can be configured without a Facebook account. Please reach out to us for more details on custom channel setups.
Do I need to have a Facebook Page or Business Page to use ChatGenie?
By default, you need to connect your ChatGenie In-App Store to a Facebook Page for a smooth setup and easy integration with Messenger-based customer interactions. However, ChatGenie can also be deployed on custom channels (like Viber, GCash, or other private setups) without a Facebook Page. If you prefer a non-Facebook integration, please contact us to discuss your specific requirements.
Where and/or how can I order?
You can place orders through our ChatGenie store on Messenger, Instagram, Viber, GCash, or other supported channels. By default, on Messenger, you can tap the hamburger menu (three horizontal lines) at the bottom-right corner of your screen, then select Shop Now to browse products and complete your purchase. However, this flow may vary based on your organization’s requirements or preferred channel setup
How do I book a demo?
You have two options for scheduling a ChatGenie demo:
1. Send Us Your DetailsBusiness NameFacebook Page URL (if applicable)Email AddressProducts or Services you plan to sell using ChatGenieOnce we have this information, we’ll connect you with the right specialist to coordinate a convenient demo time.
2. Book Directly OnlineVisit https://chatgenie.ph/book-a-call to schedule your demo at a time that works best for you.
We look forward to helping you explore ChatGenie’s capabilities.
How can I book a call with ChatGenie team?
You may book a call through this link and provide all necessary details: https://chatgenie.ph/book-a-call. Please note that this is subject to approval. Once approved, our team will send you the meeting call link.
What is a Referral Link and how does it work?
A Referral Link is a unique link created in your ChatGenie dashboard to direct customers to your store. You can share this link on Facebook or other platforms, or convert it into a QR code. The link is trackable, allowing you to monitor clicks and orders. For a more personalized experience, you can customize it using TinyURL or Bitly.
Watch the guide on creating a referral link here: https://tinyurl.com/ChatGenieReferralLink.
What is Comment Auto Reply and how does it work?
Comment Auto-Reply is an AI-powered feature that automatically responds to customer comments on Facebook Live, Videos, and Reels. It sends product details and checkout links directly in the comments, making it easier to engage customers quickly and efficiently.
Watch the Comment-Auto Reply Guide here: https://tinyurl.com/ChatGenieCommentAutoReply"
What is the Messenger Opt-In and how does it work?
The Messenger Opt-In feature allows you to send product updates, exclusive discounts, and promotions to customers who subscribe, even after Facebook’s 24-hour messaging window expires. This feature helps you maintain ongoing communication with your customers, keeping them informed about new product launches, special offers, and promotions. Learn more about Messenger Opt In here: https://tinyurl.com/ChatGenieMessengerOptIn
How to Set-Up Facebook Ads in ChatGenie?
You may follow this guide for setting up Facebook ads leading to your ChatGenie In-App Store: https://tinyurl.com/ChatGenieFBAds. Ensure that you have access to both your Meta Ads Manager and ChatGenie dashboard before proceeding.
How much is your subscription plan?
ChatGenie provides 5 subscription tiers:
Paid Trial: ₱1,000/month Extension of free trial Basic features only Limited integrations
Silver: ₱50,000/month Full feature set Moderate automation credits Standard support
Gold: ₱100,000/month Enhanced features Increased automation credits Priority support
Platinum: ₱500,000/month Premium features Maximum automation credits Premium support
Custom: Enterprise-specific pricingTailored solutionsCustom feature set Dedicated support
What are ChatGenie's products or core offerings?
Here are ChatGenie's core product offerings:
Chatbot: Multi-AI Agent implementation that enables dynamic, accurate, and personalized conversations across Facebook Comments, Messenger, and Instagram.
Sentiment Analysis: AI-powered Sentiment Analysis Agent classifies conversations as positive, neutral, or negative, giving businesses instant insight into customer mood.
Intelligent Business Messaging: AI-powered Lead Nurturing Agent that suggests and sends automated broadcast messages with promotions, deals, product updates, and announcements.
Suggestive Integrated Meta Marketing Tool: AI-powered Lead Targeting Agent that uses Meta marketing integration to tailor click-to-messenger ad campaign setups for higher-quality leads.
Are there any online tutorials available?
You may check out our guides on our YouTube channel here: https://tinyurl.com/ChatGenieOnYoutube.
How to Process a Refund via the Xendit Dashboard?
To process a refund via the Xendit Dashboard, log in and navigate to “Accept Payments.” For eWallet transactions, select “eWallets,” and for card transactions, choose “Cards” and then “Transactions.” Search for the transaction using the reference number, customer name, or amount paid, and click on the transaction you wish to refund. Locate the “Refund” button and check its status. If it is grayed out, ensure the transaction is in “Paid” status and your account has enough funds. If clickable, proceed by clicking the button to complete the refund.
I have already enabled Xendit in my ChatGenie dashboard. How can I access it?
To gain access to your Xendit sub-managed account, please reach out to your ChatGenie Account Manager and provide your email address. Once we’ve received your details, we’ll notify you as soon as your account access has been successfully set up.
I already have an account with Xendit. Can I use it in ChatGenie?
Yes, you can use your existing Xendit account in ChatGenie. However, it needs to be transferred under ChatGenie. To proceed, kindly create an authorization letter addressed to Xendit, requesting the transfer of your account to ChatGenie. Once completed, please share the letter with your ChatGenie Account Manager, and we’ll assist you with the process.
I have enabled Manual Payments for my ChatGenie in-app store. Why are Grab Express and PandaGo not available as shipping options?
Grab Express and PandaGo can only be offered as shipping options to your customers if you have enabled our Integrated Payment Options, such as Xendit, BillEase, and others. If you only use Manual Payment as a payment option, you can consider adding a 'Customer Initiated Shipping Option' for delivery.
What is Xendit and why should I enable it as a payment option?
Xendit offers enhanced convenience and flexibility for your payment processes, with benefits such as:
✅ Instant Deposits: Receive customer payments directly into your Xendit account without delays.
✅ Withdraw Anytime: Enjoy control over your funds, unlike the fixed weekly disbursements via NextPay
.✅ Multiple Payment Options: Accept a wide range of payment methods, including credit cards, direct debit, and popular e-wallets like GCash, GrabPay, Maya, and ShopeePay.
How to enable Xendit?
You may follow this guide to enable Xendit: https://chatgenie.ph/post/important-update-nextpay-disbursement-fee-changes-transition-to-xendit
What are the available payment options in ChatGenie?
You can enable the following default payment methods in your ChatGenie In-App Store. We also offer additional integrations based on your specific needs—please contact us for more details.
1. Integrated Payment Options Cash on Delivery (COD) via Ninja Van: A 2.5% processing fee applies.BillEase: Offers flexible installment plans for your customers, with a 1.5% processing fee.Xendit Online Payment Gateway: Supports multiple payment methods, including credit cards, e-wallets, and direct debit. For detailed pricing, refer to Xendit’s page: https://www.xendit.co/en-ph/pricing/
2. Manual Payment Options Add your bank account details in the Manual Payment section, allowing customers to transfer payments directly. You can verify these payments before processing orders.If you need other payment integrations or custom setups, reach out to our team and we’ll explore solutions tailored to your requirements.
How do I uninstall / disconnect the ChatGenie In-App Store from my Facebook Page?
To cancel your account and uninstall the ChatGenie In-App Store, log in to the ChatGenie dashboard, go to System and Account Settings, and disconnect your Facebook and Instagram pages. Please note that, due to Meta’s policy, only Page admins or owners can perform this action, as ChatGenie does not have the necessary account access to disconnect your pages. Ensure you are logged in with an account that has Admin access to your Facebook Page before proceeding.
I still can't disconnect the ChatGenie In-App Store from my Facebook Page after following the disconnection instructions. What should I do?
If you're unable to disconnect the ChatGenie In-App Store from your Facebook Page after following the provided steps, please reach out to your ChatGenie Account Manager for assistance or contact us via email at support@chatgenie.ph.
Can I add members to my ChatGenie account?
Yes, you can add members to your ChatGenie account. Simply go to System and Account Settings > Members and follow the prompts to add additional team members. Once added, kindly ask your team member to check their inbox, including spam or junk folders, and confirm the email invitation. After confirming, they can proceed with logging in.
How can I pay my ChatGenie convenience fee and subscription billing?
To pay your ChatGenie convenience fee, go to System and Account Settings > Billing Manager and select the Billing Number you wish to pay. Follow the prompts to complete your payment. You can also save your Payment Preference Method.
My Persistent Menu is not showing, what should I do?
If your Persistent Menu is not showing, you might need to reset it. Ensure that you are not using any other bots besides ChatGenie. To reset, go to System and Account Settings > In-App Store Settings and click Reset Persistent Menu.
Can I enable the chatbot to answer automatically to my customers?
Yes, you can enable the chatbot to automatically respond to your customers. Simply log in to your ChatGenie dashboard, go to System and Account Settings > Chatbot Settings, enable Autopilot Mode, and choose your preferred response time to customize how quickly the chatbot replies to customer inquiries. Additionally, you can activate Sleep Mode to temporarily pause the chatbot's responses while you manually engage with customers.
How do I turn off the chatbot feature of my in-app store?
To disable the chatbot, log in to your ChatGenie dashboard, navigate to System and Account Settings > Chatbot Settings, and select ‘Turn Off Chatbot’
I will go on vacation and would like to put my store on vacation mode while I’m away. What should I do?
You can put your store on Maintenance Mode while you're away. To do this, simply log in to your ChatGenie dashboard, go to System and Account Settings, and enable Maintenance Mode. This will temporarily disable your store, informing customers that it is undergoing maintenance.
I am not ready yet to accept orders as I am still uploading products, what should I do?
You can put your store on Maintenance Mode while you're still setting up and not ready yet to accept orders. To do this, simply log in to your ChatGenie dashboard, go to System and Account Settings, and enable Maintenance Mode. This will temporarily disable your store, informing customers that it is undergoing maintenance
How to enable GCash and Card payments in Xendit?
To enable GCash and card payments via Xendit, you need to submit the required KYC (Know Your Customer) documents. In your ChatGenie dashboard, go to Store Setup > Payment Manager, then click Enable GCash and Card under the Xendit section. Follow the prompts to provide all required information and documents for verification. Once submitted, wait for an update from Xendit regarding activation.
How to add products in ChatGenie?
You may check this YouTube video guide to walk you through the process of uploading products: https://tinyurl.com/ChatGenie-UploadProductGuide
Is there a faster way to upload products in ChatGenie?
Yes, you can upload products in bulk to save time. For a step-by-step guide, you may watch this YouTube tutorial: https://tinyurl.com/ChatGenie-ProductBatchUpload
Can I enable MAYA and Xendit as payment options at the same time?
It is not possible to enable both Maya and Xendit simultaneously. When both are active, only Maya will be displayed as the payment option.
Do you accept international cards in Xendit?
Xendit can support payments through international cards. However, to enable this feature, you will need to submit additional requirements directly to Xendit. We recommend reaching out to Xendit for further assistance and guidance on the process: help@xendit.ph
What is your disbursement schedule in Billease and MAYA?
Disbursements are processed every Monday, covering transactions from the Saturday of the week before last to the Friday of the previous week. For example, if the disbursement date is January 6, 2025, it will cover transactions from December 28, 2024 to January 3, 2025.
You’ll receive a notification from NextPay through text and email. The email will include a link to your disbursement sheet, where you can review the transactions included in the payout.
What is your disbursement schedule in Xendit?
Xendit does not have a fixed disbursement schedule. Customer payments are deposited directly into your Xendit account, and you can withdraw funds anytime at your convenience.
I accidentally confirmed unpaid orders. What should I do?
If you accidentally confirm unpaid orders, please contact your ChatGenie Account Manager and provide your store name and the order reference number. Your account manager should coordinate this with the developers.
I don’t have a ChatGenie Account Manager yet.
If you don’t have a ChatGenie Account Manager yet, simply reach out to our support team at support@chatgenie.ph. Please provide relevant details, along with any screenshots or recordings, if you are encountering a technical issue. Should you have order concerns, please provide the order reference number. Our team will make it a priority to assist you as quickly as possible.
I changed my mind and want to change the delivery method. Is it possible?
To change the delivery method, you will need to cancel the previous transaction and advise your customer to place a new order with the updated delivery method.
What should I do if we still have pending items for Ninja Van pickup?
We’re sorry to hear about the delay. We recommend reaching out to Ninja Van’s customer support to follow up on your pickup. You can contact them at support_ph@ninjavan.co for assistance.
Is there an easy way to collect all product links for my products, and can they be exported?
Currently, exporting product links via your dashboard is not supported. You will need to manually copy and paste each product link from your dashboard.
My customer reported that they cannot access the shop. What should I do?
To resolve this issue, please gather the following information from your customer: the device they were using (mobile or desktop), whether they were on Wi-Fi or mobile data (if mobile, ask them to turn off Free Facebook), which browser and operating system they were using (if desktop), and if they saw any error message when clicking the ""Shop Now"" button. Once you have these details, please send them to your Account Manager. If you don’t have an Account Manager, email support@chatgenie.ph with the information to help our team investigate and resolve the issue.
Why am I being charged a convenience fee for orders that haven’t been paid or are still pending?
All convenience fees for pending orders are included in your monthly bill. To ensure the accuracy of your bill, please confirm or cancel any pending orders before billing generation to avoid being charged for them. Please note, billing generation occurs on the 8th day of the following month. Thank you for your cooperation!
Can my cash balance in Xendit be seen via our ChatGenie dashboard?
Your cash balance in Xendit can only be viewed in your own Xendit account. It is not accessible through the ChatGenie dashboard.
How can ChatGenie help meet our brand's needs?
If your business is focused on targeting, nurturing, and converting leads, while providing efficient chat support, ChatGenie has a solution tailored to your needs. Our platform uses multiple specialized AI agents collaborating to understand, analyze, and respond to customer messages while recommending lead-targeting and nurturing strategies.
Core Offerings:
Chatbot: Multi-AI Agent implementation for personalized conversations across messaging platforms.
Sentiment Analysis: AI-powered agent that classifies conversations as positive, neutral, or negative, offering real-time insights into customer moods.
Intelligent Business Messaging: Lead nurturing agent that sends automated messages with promotions, updates, and deals.
Suggestive Meta Marketing Tool: AI-powered agent that enhances lead targeting through Meta’s click-to-messenger ad campaigns.
Our core technology combines AI agents that work together to offer personalized, efficient solutions. To learn more about how ChatGenie can align with your business goals or discuss specific requirements, book a call with us here: book-a-call "
Can I schedule a Xendit dashboard walkthrough?
Yes, you can schedule a session with Xendit for a walkthrough of their dashboard. Please contact help@xendit.ph, and they will assist you in booking a call
How does your chatbot work?
Yes, you can schedule a session with Xendit for a Our chatbot leverages multiple specialized AI agents that work together to understand, analyze, and respond to customer messages effectively. These AI agents also provide insights and suggestions for lead targeting and nurturing initiatives, helping businesses achieve their goals. To explore how ChatGenie can support your business or discuss specific requirements, you can book a call with us here: https://chatgenie.ph/book-a-call walkthrough of their dashboard. Please contact help@xendit.ph, and they will assist you in booking a call
How does Sentiment Analysis work in ChatGenie?
Our AI-powered Sentiment Analysis Agent classifies conversations as positive, neutral, or negative, giving businesses instant insight into customer mood. To explore how ChatGenie can support your business or discuss specific requirements, you can book a call with us here: https://chatgenie.ph/book-a-call
What is Intelligent Business Messaging?
It is an AI-powered Lead Nurturing Agent that suggests and sends automated broadcast messages with promotions, deals, product updates, and announcements. To explore how ChatGenie can support your business or discuss specific requirements, you can book a call with us here: https://chatgenie.ph/book-a-call
What is a Suggestive Meta Marketing Tool?
The Suggestive Meta Marketing Tool is an AI-powered Lead Targeting Agent that integrates with Meta marketing to create tailored click-to-messenger ad campaigns, helping businesses attract higher-quality leads efficiently.
What is a Multi-AI Agent Framework?
The Multi-AI Agent Framework, developed by ChatGenie, is a cutting-edge system that employs multiple specialized AI agents working together seamlessly. These agents are designed to interpret customer messages, analyze intent, and provide accurate, context-aware responses. Beyond responding to inquiries, the framework suggests strategies for lead targeting and nurturing, helping businesses effectively engage their audience and convert leads into loyal customers. This framework is particularly beneficial for streamlining customer interactions, boosting efficiency, and driving higher-quality engagements across social media and messaging platforms.
What is a Refinement Agent?
The Refinement AI Agent is designed to enhance customer interactions by adding a layer of empathy and proper product expectations on responses.
How to change the business email used in our Xendit Account?
To change the business email in your Xendit account, a photograph of the director holding their ID (KTP or Passport) and a handwritten note with the new email address and request date is required. The director's identity must match the legal documents from activation. Send this to help@xendit.ph. For further details, contact help@xendit.ph.
Can I add my own delivery service to ChatGenie?
You can add your own delivery service by logging into your ChatGenie dashboard, navigating to Store Setup, selecting Shipping Manager, and clicking the Add button to include your preferred delivery service.Please note that if you add your own delivery service, you are responsible for setting and managing the delivery fees for your customers. Unlike ChatGenie's integrated shipping options, where fees are automatically adjusted based on the customer's location, manually added delivery services require you to determine the charges.
How to change the business email used in our Xendit account?
To change the business email in your Xendit account, a photograph of the director holding their ID (KTP or Passport) and a handwritten note with the new email address and request date is required. The director's identity must match the legal documents from activation. Send this to help@xendit.ph for processing and for further details.
What is Inbox Manager and how does it work?
The Inbox Manager is a tool that consolidates all incoming messages and comments from Facebook, Messenger, and Instagram into one intuitive interface. This allows customer service teams to manage and respond to inquiries efficiently from a centralized location. Agents can reply manually to messages and easily see the automated responses provided by the chatbot. Additionally, the Multi-AI Agent response breakdown section enables teams to analyze and refine the AI-generated solutions, ensuring that customer interactions are optimized for accuracy and satisfaction.
How can I start using ChatGenie?
ChatGenie offers a 30-day free trial period for new users to explore the platform's features. After this period, you can either:
- Extend with a Paid Trial subscription
- Upgrade to a higher tier (recommended if you're actively using the platform)
- Discontinue use if the platform doesn't meet your needs
Do you offer on-premise or private cloud deployment?
Yes. For organizations with specific data compliance or regulatory requirements, ChatGenie can be deployed on-premise or within a private cloud. This setup uses a separate licensing model and provides additional control over infrastructure, security, and data management. Please contact our sales team for more information on tailored deployment options.
What is the Paid Trial plan?
The Paid Trial (₱1,000/month) is specifically designed as an extension option after your 30-day free trial period. Key points to consider:
- It's a limited-feature extension of the free trial
- Best suited for businesses still evaluating the platform
- Not recommended for businesses that have already validated their needs during the free trial
- Contains basic features but lacks automated response credits
- Should be considered a temporary solution while preparing for Silver tier upgrade
When should I upgrade to Silver instead of choosing the Paid Trial?
Upgrade directly to Silver if:
- You've validated the platform's value during your free trial
- Your business requires advanced features like custom branding
- You need automated response credits for scalability
- Your monthly user base exceeds 20,000
- You require additional integration options
What are the user and contact limits for each plan?
Monthly Active Users:
- Paid Trial: Up to 20,000-
Silver: Up to 50,000
- Gold: Up to 150,000
- Platinum: Up to 500,000
- Custom: Flexible based on needs
Total Supported Contacts:
- Paid Trial: Up to 50,000
- Silver: Up to 200,000
- Gold: Up to 1,000,000
- Platinum: Up to 5,000,000
- Custom: Flexible based on needs
How do automated response credits work across plans?
Monthly Allocations:
- Paid Trial: 0 credits (pay-as-you-go only)
- Silver: 20,000 credits- Gold: 50,000 credits
- Platinum: 500,000 credits
- Custom: Tailored allocation
Excess Credit Pricing:
- Paid Trial/Silver/Gold: ₱5,000 per 4,000 credits
- Platinum/Custom: Negotiable rates based on volume
What support services are included in your subscription plans?
ChatGenie offers a comprehensive support system combining AI-powered assistance and human support:
24/7 AI Chatbot Support:
-All plans include access to ChatGenie's AI support bot- Instant responses to common queries
- Step-by-step guidance for platform features- Troubleshooting assistance
- Multi-language support
- Self-service documentation and guides
Human Support Response Times:
1. Paid Trial: Within 24 hours during business hoursPerfect for businesses starting their digital journeyBacked by comprehensive chatbot support
2. Silver: Within 2 hours during business hoursPriority routing for technical issuesEnhanced chatbot capabilities with business-specific training
3. Gold: Within 2 hours, including SaturdaysAdvanced technical supportCustomized chatbot responses for your business needs
4. Platinum: Within 1 hour, Monday to Saturday (including holidays)Premium support accessFully customized chatbot responses Proactive issue monitoring
5. Custom: Tailored SLAEnterprise-grade support solutionsCustom chatbot training and optimization
Are there additional costs to consider when subscribing to ChatGenie?
Seat Licensing:
- Base seats:
Paid Trial: 5 seatsSilver: 10 seatsGold: 50 seatsPlatinum: 100 seats
- Additional seats: ₱500 per seat (all plans except Custom)
Transaction Fees:
- Paid Trial & Silver: ₱10 per transaction
- Gold & Up: Custom pricing based on volume
What is the difference between the 30-day free trial and the Paid Trial?
30-Day Free Trial: A no-cost, feature-limited trial giving new users a taste of ChatGenie’s functionality.
Paid Trial: This is essentially an extension of the free trial period. If you haven’t fully explored ChatGenie’s capabilities within 30 days, you can opt for the Paid Trial to continue testing. However, features remain limited, and we recommend upgrading to the Silver tier when you’re ready to unlock more advanced tools and higher limits.
What is the cost of additional seats?
Each plan includes a set number of user seats. Additional seats cost ₱500 per seat per month for the Paid Trial, Silver, Gold, and Platinum. Custom plans may have different seat arrangements and pricing.
How is security handled in ChatGenie?
All paid plans include annual VAPT (Vulnerability Assessment and Penetration Testing) reports, ranging from a 1-year scope (Paid Trial) to a 5-year scope (Silver, Gold, Platinum, and Custom).
Which industries can benefit from ChatGenie?
ChatGenie originally gained traction in retail, helping businesses automate orders, streamline customer support, and boost online sales. However, our multi-agentic AI platform enables efficient customer engagement in many other sectors as well—such as finance, healthcare, travel, education, and e-commerce. Essentially, if your organization needs to automate repetitive tasks and enhance productivity, ChatGenie can be a great fit.
Is ChatGenie limited to retail use only?
Not at all. While our early focus was on retail, we’ve since expanded to serve any industry seeking to automate their customer interactions, increase productivity, and reduce operational costs. Our Agentic AI Customer Engagement Platform adapts to different workflows—whether you’re handling customer service, lead generation, or complex inquiries—making ChatGenie versatile for a wide range of business applications.
What does "Send Bot to Sleep when sent message manually" mean?
This feature allows your chatbot to enter Sleep Mode, temporarily pausing its automated responses while you manually interact with customers. You can customize the duration of Sleep Mode (e.g., minutes or hours) and specify whether it applies to all users or only to customers you’ve manually messaged.
What are the integrated shipping options in ChatGenie?
ChatGenie has integration with the following courier services:
For same-day delivery: PandaGo and GrabExpress
For standard delivery: J&T Express (launching soon)
Can I categorize products in my ChatGenie store?
Yes, you can categorize products in your store. Simply log in to your ChatGenie dashboard, go to the Product Manager section, and click on Categories. From there, click the Add button, upload an image, and name your category. This helps organize your products and improves the shopping experience for your customers.
Is it possible to upsell products or add add-ons in my ChatGenie store?
Yes, you can upsell products or include add-ons in your ChatGenie store. Simply log in to your ChatGenie dashboard, go to the Product Manager section, and click on Add-Ons/Upsell. Then, click the Add button. You also have the option to make the add-ons required in the customer's cart or keep them optional.
How can I track the orders placed in my ChatGenie store?
To track orders, log in to your ChatGenie dashboard, go to the Orders section, and select Order Tracker. There are five tabs available for tracking your orders: Pending, For Delivery, Completed, Cancelled, and Refunded.I
n the Pending tab, all orders—both paid and unpaid—are listed. You need to check each order's status. Paid orders are marked as ""Pay Success,"" while unpaid orders are labeled as ""Pay Pending."" Make sure to process only the transactions marked as ""Pay Success."" Confirm orders only if they are ready for delivery.For integrated shipping options such as Grab, PandaGo, or J&T Express, there’s no need to mark the orders in the For Delivery tab, as they will automatically be moved to the Completed tab once delivered by the courier. However, if you use other delivery options, you will need to manually update the status.
Please remember to confirm or cancel any pending orders to avoid being charged for them in your upcoming monthly billing.
How can I create discount codes or promos in my ChatGenie store?
To add discount codes or promos to your ChatGenie store, log in to your ChatGenie dashboard and go to the Discounts and Promos section. You can create discount codes that customers manually input at checkout or set up automatic discounts applied directly. You can also track the usage of discount codes and set limits on how many customers can redeem them. Additionally, you have the option to add product freebies by setting a required minimum purchase amount in the Promos section. You can even specify which payment options the promo applies to, allowing you to create tailored offers for your customers.
What is the FAQ Manager?
The FAQ Manager is a tool in your ChatGenie dashboard that allows you to create, organize, and manage a list of frequently asked questions for your store. This feature enhances the customer experience by providing instant answers—especially when the Chatbot is activated—to common queries, such as product details, shipping options, payment methods, or store policies. Keeping your FAQ section updated helps reduce repetitive inquiries, streamline communication, and ensure customers can easily access the information they need.
How do I set up free shipping for my customers?
To set up free shipping for your customers, log in to your ChatGenie dashboard, go to Store Setup, then select Checkout Settings. Here, you can input the required amount for free shipping. Once customers reach this amount, they will automatically qualify for free shipping at checkout.
Can I restrict deliveries to specific areas only?
Yes, you can limit your delivery coverage. Log in to your ChatGenie dashboard, go to Store Setup, then select Checkout Settings. Under the field Are you going to limit the delivery coverage?, select Yes. This will allow you to restrict deliveries to specific areas. Next, go to the Delivery Areas tab and input the areas within your coverage. If you are using ChatGenie’s integrated shipping, leave the amount as '0'. However, if you're using your own delivery service, you can input the delivery amount.
How do I set a minimum purchase amount for my store?
To set a minimum purchase amount for your store, log in to your ChatGenie dashboard, go to Store Setup, then select Checkout Settings. In the Set Minimum Amount field, you can specify the minimum transaction amount required before your customer is allowed to proceed with checkout.
Can I absorb the convenience fee and hide it from checkout?
Yes, you can absorb the convenience fee. To do this, log in to your ChatGenie dashboard, go to Store Setup, then select Checkout Settings. In the Convenience Fee field, click Enable to absorb the fee and hide it from the checkout process.
Can I absorb the convenience fee and processing fee in GLife?
Yes, you can absorb both the convenience fee and processing fee. To do this, log in to your ChatGenie dashboard, go to Store Setup, then select Checkout Settings. In the GLife Processing Fee field, click Enable to absorb the fees.
Can I create my own policies and terms for my ChatGenie store?
Yes, your ChatGenie store includes a default Terms and Agreement, which you can customize based on your own guidelines. Additionally, you can modify the Return and Refund Policy to align with your store’s specific rules and practices. These updates can be made directly through your ChatGenie dashboard in the Store Setup
Can I modify the email notifications and Messenger notifications sent to my customers?
Yes, you can modify the email and Messenger notifications based on your preferences. To do this, log in to your ChatGenie dashboard, go to Store Setup, and click on Notification Manager. There, you will find two tabs: one for Email Notifications and another for In-App Store Notifications (for Messenger). Please note, however, that you should not change the Supported Tags, as these are essential for proper functionality.
How can I log in to my ChatGenie Dashboard?
To log in to your ChatGenie Dashboard, simply visit this link: https://app.chatgenie.ph/login/client. Use the same credentials you used when creating your account to access the dashboard or click Continue with Facebook.
What are automated response credits?
Response credits are the number of replies your chatbot can send to customers. Each time the chatbot responds to a message, it uses one credit. This applies to replies sent through the Inbox Manager.
What happens if I run out of automated response credits?
If all response credits are used up, the chatbot may stop responding until additional credits are purchased. Additional response credits are available at a rate of ₱5,000 for 4,000 Automated Response Credits.
How can I remove a shipping option that I added to my ChatGenie store?
At the moment, there is no option to permanently delete a shipping method from your ChatGenie dashboard. However, you can disable it to prevent customers from selecting it. To do this, go to Store Setup, select Shipping Manager, choose the shipping method you want to disable, and toggle off the Published button.
For delivery, is it possible for items to be picked up from the customer's address and then delivered back after the service?
Currently, our integrated shipping options do not support this setup. Pickup is only available from a single pickup point, which is your store. However, if you prefer a setup where items are picked up from the customer's address and delivered back after the service, you may add your own courier to facilitate this process.
What is the response time of delivery providers, and is the process fully automated?
Our integrated shipping options have the same response time as booking directly with GrabExpress or PandaGo for same-day delivery and Ninja Van or J&T Express for standard delivery. The advantage of using our integrated shipping options is that the booking process is fully automated in the backend, so you don’t have to manually book deliveries—everything is processed as soon as you confirm the order.
Can I connect ChatGenie to an external printer or POS to process orders internally and print waybills?
Currently, ChatGenie allows waybill printing directly from the dashboard for orders fulfilled via NINJA VAN, with J&T Express support coming soon. At this time, direct integration with external printers or POS systems is not available.
I forgot my password. How can I reset it?
If you forgot your ChatGenie password, simply click on ""Forgot Password"" on the login page. Enter the email address associated with your account, and you’ll receive an email with instructions to reset your password. Follow the link provided to create a new one.
Can I set up my store’s operating hours in ChatGenie to prevent orders from coming in when my store is closed?
Yes! You can set and manage your store’s operating hours within ChatGenie. This ensures that orders are only accepted during your designated business hours, providing a seamless and hassle-free ordering experience for your customers. When your store is closed, you can also accept Advance Ordering as ChatGenie also has this feature.
Read more about Store Operating Hours here: https://chatgenie.ph/post/take-control-of-your-stores-availability-with-operating-hours-for-in-app-stores
How do I configure Store Operating Hours and Advanced Ordering in ChatGenie?
To enable your Store Operating Hours:-
Go to Store Setup- Select Checkout Settings
- Toggle on Operating Hours- Set your store hours
- Choose whether to Close Store outside operating hours or Accept Advance Orders
- (Optional) Set a Lead Time if needed
Does ChatGenie have an Advanced Ordering Feature?
Yes! Our Advance Ordering Feature allows customers to place orders ahead of time, ensuring seamless fulfillment based on your preferred schedule. This is perfect for food establishments and businesses that require scheduled preparation, helping you manage demand efficiently while ensuring no orders are missed.
Read more about Advanced Ordering Feature here: https://chatgenie.ph/post/streamline-your-business-with-chatgenies-enhanced-advanced-order-feature
Why was my account upgraded to the Pro Plan if I was on the free tier?
Our free tier includes a 30-day trial period that allows you to explore ChatGenie's capabilities. Once the trial period ends, the account is automatically upgraded to the Pro Plan (PHP 1,000/month) to ensure continued access to our features and services.
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