What it is for
Clients ask you for more Call Center minutes, an add-on, or a higher limit. On the Client orders screen you decide. When you approve, the item is released right away, the cost goes on your STChat invoice, and the price goes on the client’s statement.Who can do it
Anyone with access to the screen decides the orders. In View as mode, the price is locked.Where to click
In the portal, open Client orders (/pedidos).
Step by step
1
See the orders
The views are Waiting, Approved, and Declined, with the count for each.
2
Open an order
Under Waiting for you, read who asked and for what. The screen shows Your STChat cost, the Price for the client, and Your margin.
3
Adjust the price, if you want
You can change the price before approving. It goes on the client’s next statement. If it ends up below the cost, you pay the difference.
4
Decide
Click Approve and release, or Reject. When you reject, write the reason (optional); the client gets a notice.
What happens next
After you approve, the screen shows “Released to (client)” with the price that goes on the next statement. The order moves to Recently approved, with the approval date.Common errors
- “Could not load the orders.” Use Try again.
- “Could not complete. Try again.”
- “No orders waiting”: when a client makes a request, the order shows up here.