User Manual

How does VClerk work, exactly?​ 

Thank you for downloading VClerk, and if you didn't yet, just click here and come back when it's done. It will take about 5 minutes. VClerk has two sides, the customer-facing window and the dashboard you use to connect with them.  The VClerk Button sits on your store site just like any other chat bot button. It opens and notifies you when the shopper clicks to start a call. From the dashboard you answer the calls, control the conversation and manage your statistics. Below we will explain the features VClerk offers and how it will help you increase sales, reduce returns and create happy, loyal customers. If you need a step by step overview check out our Knowledge Center

You Just Downloaded VClerk, Now What?

Before you start connecting with shoppers, you’ll want to familiarize yourself with a few things.  If you have colleagues who will be helping you serve your customers, you’ll want to invite them to their own VClerk accounts.  Next you will want to update your profile to show your name and upload a photo to personalize your button this increases trust. Check out the video below or our step by step guide to How to Customize your Widget and How to Add a User

How to add a user  

How to add a photo to your VClerk Widget  

How Your Customers Connect with the VClerk.

​When a shopper clicks the VClerk Button, it will expand and explain how it works, and provide a link to our Privacy Policy. Once the Shopper clicks ‘Start Call’, they are prompted to allow VClerk to access their mic and camera. They are then entered into the queue where they see a preview of their video feed. They can turn off their mic and/or camera if they like.


The queue works like a regular queue.  The Shopper can see their place in line and are automatically connected to the first available VClerk when it's their turn. Once connected, the VClerk window expands and the Shopper finally meets the VClerk. The latest product the Shopper has been viewing on the site is in the Showroom panel, where your viewing history of products is located. And it is in the Showcased panel, where you can see multiple images of the product you're focused on.


Here’s a short clip of the customer connecting:

The VClerk Dashboard is your superpower.

Once the call starts, it’s just like any interaction you’d have in a store. You just say ‘Hi, how can I help you?’, or something similar, and the Shopper explains what they need. You can easily search the product catalogue, add products to the Showroom, and choose which one to Showcase.


​Here's a quick look at the how to curate your products:

Get Your Customer Engaged.

One of the most powerful features VClerk offers is that you and your customer share views of product images. Both you and the Shopper can take a product from the Showroom, send it to the Showcase and scroll through the images for that product.  Your actions are reflected in each other's views. Talk about your products just like you’re standing next to each other in a store. Research shows that conversation switching is highly correlated with increasing sales, so let them know they can scroll through images and switch between products, as well.  

Close the Sale!

Your customer can add to cart during the call. You can see when they add the item and view their cart at any time on your dashboard. You can also add the Shoppers name, create notes or add other info about them. To close the call, just confirm they have all the info about shipping and payment options they need and sign off like with any call. They ‘hang up’ the call and proceed with the existing checkout process, ready to pay. 


Here’s a quick look: