Guide
Add Call us to the theme.
Shoppers who need the store are usually already on a product page or in the footer, looking for a way to ask about delivery. A phone number set in small type at the bottom of the page is easy to miss, and on a phone it is easy to tap the wrong thing. A button that says Call us is the clearer ask.
Where to put it
CustomerOS can add the button to the footer, or as a floating button. Use the footer when you want it available without covering the page. Use the floating button when the question tends to happen mid-browse, on a product, and you want it in reach on a phone.
What the tap does
The shopper reaches the store line. The team answers in Shopify admin, in the call window. If the shopper is signed in, they are matched to their customer record, so the person who answers is not searching by a half-heard name.
The note path is the same as any other call. Save it on the customer. If the conversation is about an order, add it to that order.
What the button does not replace
It does not replace calling out from the order when the store is the one who needs to speak first. A late shipment is usually that kind of call: you already know the order, and you should open it before you dial. Call us is for the moment the shopper needs you.