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Clicking an order in the dashboard opens its conversation — this is where you talk to the customer, share proofs, and control the order’s status.
Order detail page with chat, customer panel, order status, notes and tags

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Chat thread

The center panel is a two-way message thread with the customer, grouped by date. To send a message:
  1. Type in Enter your message, or pick a saved reply from Please select quick response (see Quick Responses).
  2. Optionally drag a proof file into Drop files here or Browse — images and PDFs are supported (see Plans & Pricing for file-type and storage limits by plan).
  3. Click Send.
Whenever you reattach a file to the same message thread, the customer sees it as a proof revision — useful when you’re iterating on a design based on their feedback.
If you’ve enabled Invoice in General Settings, you can also send a payment link for extra customization charges from this same panel.

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Customer panel

The right-hand sidebar shows:
  • Customer — name and email, plus their current Design status (Approve / Reject / pending)
  • Order Status — a dropdown you use to set the merchant-side status (Not Started, Awaiting proof, Accepted, Rejected). Click Update to save.
  • Order Notes — a free-text field for internal notes only you can see, saved back to the order.
  • Tags — add or remove Shopify order tags directly from here; press Enter after typing a tag, then Save.
Order Status here is independent from the customer’s own approval/rejection. Use it to track your internal workflow (e.g. “Awaiting proof” until you’ve sent something, “Accepted” once you’re ready to fulfill) regardless of what the customer has done yet.

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Unread messages

New customer replies are flagged with an unread count on the dashboard’s Orders table, and the order list is sorted to surface unread conversations first.