> ## Documentation Index > Fetch the complete documentation index at: https://chatbotx.io/docs/llms.txt > Use this file to discover all available pages before exploring further. # Store Setup and Sharing > Learn how to configure your ChatbotX Ecommerce store: general settings, payments, shipping, checkout modes, and sharing personalized shop links in flows. **Ecommerce** in ChatbotX lets you build an interactive Webview online store that runs directly inside conversations across Facebook Messenger, Instagram, WhatsApp, Zalo OA, TikTok, Telegram, and Webchat. Customers can browse categories, search for products by message, add items to their cart, apply discount codes, and place orders without leaving their messaging app. > [card] Omnichannel Webview Storefront > > Display product catalogs natively inside chat threads while automatically binding each shopping session to the active contact. > [card] Flexible Checkout Modes > > Use the built-in checkout page, redirect to an external checkout URL, or collect buyer details through conversational flows. > [card] Abandoned Cart Recovery > > Automatically send reminders or trigger follow-up flows when shoppers leave items unpurchased in their cart. > [card] Ad Conversion Tracking > > Integrate Facebook Pixel to track content views, add-to-cart actions, checkout initiations, and completed purchases. ## Open the Ecommerce Tool **1. Navigate to Tools** From the left navigation sidebar in ChatbotX, select **Tools**. **2. Select Ecommerce** Click the **Ecommerce** card to open your store management dashboard. ![Ecommerce Tools Menu](https://mintcdn.com/chatbotx/4-2V2Q5Oj9gz9vtE/images/ecommerce_tools_menu.png?fit=max\&auto=format\&n=4-2V2Q5Oj9gz9vtE\&q=85\&s=4358ca44e48b66269a1f527611acfe40) **3. Choose a Management Section** The top navigation bar provides 7 management tabs: * **Products**: Manage catalog items, pricing, inventory, variants, and Meta Catalog synchronization. * **Orders**: Search, approve, print packing slips, and update order fulfillment statuses. * **Coupons**: Create percentage, fixed-amount, or free-delivery discount codes. * **Vendors**: Organize products by brand or supplier. * **Categories**: Structure product categories and subcategories. * **Settings**: Configure operational rules, currencies, shipping fees, and checkout behavior. * **Analytics**: Monitor lifetime revenue, order volume trends, and top-performing products. ## General Settings Switch to the **Settings** tab and select **General** in the left menu to configure core storefront display and operational behaviors. ![Ecommerce Settings General Part 1](https://mintcdn.com/chatbotx/4-2V2Q5Oj9gz9vtE/images/ecommerce_settings_general_part1.png?fit=max\&auto=format\&n=4-2V2Q5Oj9gz9vtE\&q=85\&s=f3f4b63f255aaf3ba61c4246a93750b5) The top section of **General** includes the following settings: | Setting | Function | | - | - | | **Ordering is Available** | Master toggle to enable or pause order reception across the store without altering your saved opening hours schedule. | | **Web shop product view** | Choose how products are arranged in the Webview store, such as square cards (`Card square`), compact lists (`List`), or image grids. | | **Open hours** | Restrict order acceptance to designated business hours. Leaving this empty keeps the store open 24/7. | | **Search Products** | Allow contacts to search for products by sending text messages in chat and select the card layout for search results. | | **Facebook Pixel** | Enter your Meta Pixel ID to track 4 standard ecommerce events on the web shop: `VIEW_CONTENT`, `ADD_TO_CART`, `INITIATE_CHECKOUT`, and `PURCHASE`. | Scroll down to the lower section of **General** to configure cart recovery and status notifications: ![Ecommerce Settings General Part 2](https://mintcdn.com/chatbotx/4-2V2Q5Oj9gz9vtE/images/ecommerce_settings_general_part2.png?fit=max\&auto=format\&n=4-2V2Q5Oj9gz9vtE\&q=85\&s=94484de4503cdff002719c98cf44b697) | Setting | Function | | - | - | | **Abandoned cart message** | Select the delay after a customer leaves an active cart before sending an automated reminder, or disable reminders. | | **Abandoned cart flow** | Select the automated flow triggered to remind shoppers and encourage them to complete their checkout. | | **Buttons in Products** | Choose which action buttons appear below product cards in chat: `Add to cart`, `Share`, `Similar products`, and `Save`. | | **Image size of Products** | Control the aspect ratio and size of product images rendered inside bot messages. | | **Allow to rate orders** | Let customers submit star ratings and written feedback once an order is completed. Ratings are visible internally to workspace admins. | | **Send notification when change cart status** | Automatically notify the customer in chat whenever an admin updates their order processing status. | ## Payment and Currency Settings In the **Settings** tab, select **Payments** on the left sidebar to configure accepted payment methods and currency formatting. ![Ecommerce Settings Payments](https://mintcdn.com/chatbotx/4-2V2Q5Oj9gz9vtE/images/ecommerce_settings_payments.png?fit=max\&auto=format\&n=4-2V2Q5Oj9gz9vtE\&q=85\&s=f7d8ad7f96db360e4fd4759d1569071d) * **Payment methods**: Select the payment options enabled at checkout: * **Cash on Delivery**: Collect cash payment from the buyer upon order delivery. * **PayPal**: Accept online payments via PayPal digital wallet balances and linked cards. * **Card (Stripe)**: Accept credit and debit card payments securely processed by Stripe. *(The first payment method in your selection list is automatically pre-selected as the default option at checkout).* * **Currency**: Choose the standard currency used to price items and calculate order totals. * **Currency position**: Place the currency symbol to the **Left** or **Right** of the numeric amount. * **Symbol of money**: Enter the currency symbol shown next to prices. You can include a trailing or leading space to separate the symbol from the price. * **Other Fees / Services Fees**: Specify an optional percentage surcharge or service fee added to orders (`0%` to `100%`). > [card] [Integrating PayPal Payments](https://chatbotx.io/docs/tools/ecommerce/paypal-payment.md) > > Step-by-step instructions to connect Client ID and Secret credentials, activate PayPal payments, and monitor order settlement. > [card] [Integrating Stripe Payments](https://chatbotx.io/docs/tools/ecommerce/stripe-payment.md) > > Comprehensive setup guide to connect your Stripe Secret Key, enable global card payments, and track payout statuses. ## Shipping and Delivery Settings Select **Shipping** under **Settings** to configure fulfillment methods, supported destination countries, and delivery fees. ![Ecommerce Settings Shipping](https://mintcdn.com/chatbotx/4-2V2Q5Oj9gz9vtE/images/ecommerce_settings_shipping.png?fit=max\&auto=format\&n=4-2V2Q5Oj9gz9vtE\&q=85\&s=fb20cb70e583f1b78513a58295662612) * **Shipping type**: Choose how customers receive their orders. Enable **Deliver to customer**, **Pickup in Store**, or both so buyers can select their preferred option at checkout. * **Store address**: Enter your physical store or warehouse address. This address is displayed during checkout when a customer chooses in-store pickup. * **Shipping countries**: Select all countries where your store delivers orders. * **Default Shipping country**: Choose the country pre-selected by default on the checkout address form. * **Delivery cost**: Enter the flat-rate shipping fee added to delivery orders. > [!NOTE] > > To offer free shipping on orders that meet a minimum purchase threshold, create a free-delivery coupon in the **Coupons** tab and enable automatic cart application. ## Checkout and Order Confirmation Settings Select **Checkout** under **Settings** to define where customers finalize their orders and which buyer fields are mandatory. ![Ecommerce Settings Checkout Part 1](https://mintcdn.com/chatbotx/4-2V2Q5Oj9gz9vtE/images/ecommerce_settings_checkout_part1.png?fit=max\&auto=format\&n=4-2V2Q5Oj9gz9vtE\&q=85\&s=4f15a59e85d24eafb7c23ace0d22f0f4) ### Checkout Modes The **Checkout** dropdown offers 4 ways for buyers to complete their orders: | Mode | Behavior | Best Used When | | - | - | - | | **Default checkout page** | Opens the built-in Webview checkout form to collect delivery details and place the order immediately. | Standard multi-item retail stores using native Webview checkout. | | **Flow** | Closes the Webview when the buyer clicks checkout and starts the flow selected in **Checkout Flow** to collect details in chat. | Conversational commerce workflows that guide buyers step by step in chat. | | **Custom External checkout page** | Redirects buyers to an external checkout URL hosted on your own website. | Businesses using custom payment gateways or external ERP checkout pages. | | **Visit the external product page** | Sends buyers directly to the external `Product URL` configured on each individual product. | Affiliate catalogs or stores directing traffic to marketplaces like Amazon or Shopify. | ### Order Confirmation Message Modes The **Order confirmation message** setting controls what the customer receives in chat once their order is placed: * **Default message**: Automatically sends a built-in receipt listing the order ID, buyer details, itemized products, and total amount in the workspace language. * **Run a flow**: Runs the custom flow selected in **Order confirmation flow** instead of the default receipt. * **Don't send anything**: Suppresses automated confirmation messages when an order is placed. In **Minimum order value**, set the minimum subtotal required (checked after all discounts are applied) before a customer can submit an order. ### Required Buyer Fields Scroll to the bottom of the **Checkout** section to toggle which buyer fields are collected on the default checkout form: ![Ecommerce Settings Checkout Part 2](https://mintcdn.com/chatbotx/4-2V2Q5Oj9gz9vtE/images/ecommerce_settings_checkout_part2.png?fit=max\&auto=format\&n=4-2V2Q5Oj9gz9vtE\&q=85\&s=8713c200305b3c7af6d8ee8757064fcb) * **Require email address**: Collect the buyer's email address during checkout. * **Require phone number**: Collect the buyer's phone number for delivery coordination. * **Require state/province**: Collect the buyer's state or province. * **Require zip code**: Collect the buyer's postal or ZIP code. Click **Save** at the bottom right corner to apply your settings. ### Building a Conversational Checkout Flow When **Checkout** is set to **Flow**, the flow selected in **Checkout Flow** collects buyer details and finalizes the order. Build this flow using the following sequence: **1. Collect Recipient Name** Add a **Get User Data** block to ask for the buyer's full name and save the response to a custom field. **2. Collect Phone Number and Email** Add **Get User Data** blocks with phone and email validation to store the buyer's contact details in custom fields. **3. Collect Shipping Address** Add a **Get User Data** block asking for the full delivery address and save it to an address custom field. **4. Show Order Review and Confirmation Button** Add a text block displaying the collected custom fields for verification, followed by a confirmation button that leads to the order completion message. ## Sharing Shop Links and Using Fields At the bottom right of the **Products**, **Categories**, and **Vendors** screens, ChatbotX provides two quick-access buttons: * **Preview**: Opens a read-only preview of your web shop in a browser tab. Preview links allow browsing items but cannot place orders. * **Get link**: Copies the shop URL appended with the `{{shop_token}}` system field. ### Embedding Shop Links in Bot Buttons The `{{shop_token}}` system field is a signed, contact-specific token generated automatically by ChatbotX. When a contact taps a button containing this token, the web shop links the cart and any placed orders directly to that contact's profile and conversation. > [!WARNING] > > Always attach shop links containing `{{shop_token}}` to an **Open Website** button inside a flow, broadcast, or sequence message. Do not paste raw shop URLs directly into plain text blocks so that ChatbotX can sign the token for each recipient. You can copy targeted shop links to open specific views for your customers: | Link Type | Where to Copy | Customer Experience | | - | - | - | | **Main Storefront Link** | **Get link** button at the bottom of the **Products** tab | Opens the main web shop showing all categories and featured items. | | **Category Link** | **Actions (...)** menu of a category > **Get link** | Opens the web shop filtered directly to that category's products. | | **Vendor Link** | **Actions (...)** menu of a vendor > **Get link** | Opens the web shop displaying only items from that brand or vendor. | | **Direct Product Link** | **Public URL** field inside a product's edit screen | Opens the dedicated product detail page for immediate variant selection. | ### Using System and Custom Fields in Ecommerce Flows Inside your checkout and order confirmation flows, you can personalize messages using contact system fields and custom fields: | Field Group | Fields | Usage in Flows | | - | - | - | | **Store Session Token** | `{{shop_token}}` | Appended to Webview button URLs to authenticate the contact's cart and orders. | | **Contact System Fields** | `{{first_name}}`, `{{full_name}}`, `{{phone}}`, `{{email}}`, `{{user_country}}` | Greet buyers by name and reference default profile details stored in CRM. | | **Checkout Custom Fields** | Custom fields storing recipient name, phone number, email, and shipping address | Capture delivery information via **Get User Data** blocks in the Checkout Flow and display matching details in the Order Confirmation Flow. | > [!NOTE] > > To automatically list the system-generated Order ID, itemized product lines, discounts, and final total, set **Order confirmation message** to **Default message**. When using **Run a flow**, reference the custom fields captured during your Checkout Flow so recipient details always match. For step-by-step instructions on embedding store links into buttons and walking through the customer buying flow, see [Building a Sales Flow and End-to-End Shopping Journey](https://chatbotx.io/docs/tools/ecommerce/shopping-flow.md). This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.