What's New in WineSpot: Every Customer Conversation, in One Place

WineSpot pulls every channel — email, website chat, and your phone line — into one dashboard, and the AI resolves more than 70% of incoming questions on its own. At Scott Harvey Wines, for example, it now fields the steady stream of quick chat questions — opening hours, order details, the small things that used to come in through the SMS widget and tie up a staff member to answer — so the only conversations that turn into tickets are the ones that genuinely need one, no matter which channel they came in on.

When a question calls for a human — a complaint, or anything the AI shouldn't handle alone — it opens a ticket automatically, already sorted by priority: urgent, high, or low. Cancellations and anything touching money default to high, so they never sit unnoticed; lower-stakes requests are arranged accordingly — all configurable to your rules. Each ticket shows why it was created, how long the customer has been waiting, and a short summary and outcome, so you get the full picture at a glance and close it out when it's done.

New, from winery feedback: everything you need to resolve a ticket sits in the right-hand sidebar, including who the customer is. From there, one click on Open profile in Commerce7 takes you straight to that customer's full Commerce7 record. Add a note in Customer Notes, hit sync to Commerce7, and it lands on their profile instantly — no copying between tabs, no opening Commerce7 in a separate window..

Less spam, fewer tabs, nothing missed: email, voicemail, and chat in one window, tickets prioritized before you look, and only the conversations that truly need a person landing on your team.

Want to see it at your own winery? Book a demo and we'll walk you through it.