Sellzy BD — Client Onboarding & Operations Playbook (Official Guide)

The Transformation: Before vs. After Sellzy

How an AI-trained sales team eliminates lost revenue and manual burnout

Traditional Manual Operation

2:00 AM inquiries go cold — shoppers purchase from competing pages before morning staff wake up.
Repetitive manual typing — agents repeat identical price, size, and stock answers 500+ times daily.
Fake / incomplete orders — missing district names or fake numbers lead to courier return losses.
Lost comment revenue — viral ad comments sit without private Messenger outreach.

With Sellzy AI Sales System

24/7 Sub-second closing — AI engages buyers within 2 seconds, consulting live catalog stock.
Visual product matching — sends exact product photos, variant specs, and combo pricing.
Strict 5-field order intake — enforces 11-digit BD mobile checks & unique #SLZ-XXXX invoices.
Automated Comment-to-DM — instantly replies publicly and messages the customer privately.

The 5-Stage Sellzy Implementation Loop

A structured approach ensures zero friction and flawless go-live

1

Provision

Admin creates Client & Business ID

2

Teach

Catalog, Persona, Delivery & Rules

3

Connect

Facebook Page OAuth via Dual Path

4

Test

Live Messenger & Order validation

5

Scale

Daily fulfillment & 7-day tuning

Step 0: Admin Account Creation & Provisioning

Executed by the Sellzy Operations & Support Team before sharing access

Before a client logs in, our Support Team provisions their isolated tenant in the Sellzy Admin Hub. This assigns their unique businessId, initializes their Firestore collections, and binds their billing plan.

sellzybd.com/admin · Client Provisioning Hub

1

Admin Login: Support team navigates to https://sellzybd.com/admin.
2

Add Client Record: Enter Merchant Business Name, Owner's primary Gmail ID, and assign package tier (Standard / Growth).
3

Approve & Provision: Click Approve & Provision to generate the database tenant and initialize default settings.

Step 1: Client Portal Login & Access Link

Sharing the official portal link and Google Single Sign-On (SSO)

The onboarding journey starts by sending the merchant the official portal access link:

Client Portal Official Login URL

https://sellzybd.com/portal/login

sellzybd.com/portal/login · Google Sign-In Screen

Single Sign-On (SSO) Note: Sellzy uses secure Google Firebase Authentication. The client does not need to remember a separate password. They simply click "Continue with Google" and select their registered Gmail address.

sellzybd.com/portal/dashboard · Merchant Dashboard

Step 2: Store Identity & AI Staff Persona

Teaching the AI how your brand speaks, greets, and presents itself

Master Prompt Settings · Section 1 & 2

Navigate to Settings $\rightarrow$ Master Prompt in the left navigation sidebar. Here we configure your brand voice.

Field	Options / Input	Purpose & Best Practice
Staff Name	e.g., `Amina`, `Ravi`, `Samira`	Humanizes the sales conversation so shoppers feel guided by a dedicated executive.
Greeting Style	`Assalamu Alaikum` · `Namaskar` · `Hello` · `Dynamic`	Determines how the assistant opens conversations when a customer says "Hi".
Language Mode	`Bengali (বাংলা)` · `Banglish` · `English`	Default language behavior. The AI dynamically mirrors customer phrasing automatically.
Tone of Voice	`Friendly` · `Premium` · `Casual` · `Formal`	Controls word sophistication. Friendly/Casual is ideal for high-conversion fashion.
Reply Style	`Short` · `Balanced` · `Detailed`	Cost Optimization: `Short` or `Balanced` gives quick answers and keeps message character counts low.

Polite Bengali Rule (Non-Negotiable): In Bengali mode, the AI is hard-coded to always address customers respectfully as "আপনি", never "তুমি".

Step 3: Delivery Logistics & Order Collection Rules

Preventing courier losses with explicit rates and 11-digit phone validation

Explicit Delivery Zones

Set your exact delivery pricing in Master Prompt $\rightarrow$ Delivery Configuration. The AI will never improvise delivery fees:

Delivery Zone	Standard Rate (৳)	Standard Timeline
Inside Dhaka	৳70	24 – 48 Hours
Dhaka Suburbs / Adjacent (Savar, Gazipur, Narayanganj)	৳100	2 – 3 Days
Outside Dhaka (All Districts)	৳130	3 – 5 Days

The 5 Mandatory Order Fields

Under Order Rules, ensure all 5 mandatory fields are checked. When a customer attempts to confirm an order without full details, the AI pauses politely and asks only for the missing item:

1. Full Name

Recipient Name

2. Phone No.

11-Digit BD Check

3. Address

House, Road, Area, Dist

4. Variant

Size, Color, Model

5. Quantity

Default = 1 pcs

Step 4: Product Upload & Description Standard

The 6-block template and the non-negotiable Twin Product rule

Why Description Formatting is Critical: Product descriptions are loaded into AI memory on every interaction. A bloated or cluttered description increases character counts and leads to AI hallucinations. Follow the 6-block standard strictly!

The Official 6-Block Product Template

Standard Product Description Template

কার্গো নীট ডেনিম কম্বো — M3-M4

Model number: M3 & M4
The ash black pant's model number is "M3"
The blue pant's model number is "M4"

কম্বো: ২ পিস ১৮৫০ টাকা | ১ পিস ৯৯০ টাকা
সাইজ (কোমর): 28, 30, 32, 34, 36, 38
কালার: অ্যাশ ব্ল্যাক (M3), নীল (M4)
ফেব্রিক: ১২.৫ (+-) আউন্স নীট ডেনিম, সুপার স্পান্ডেক্স, এক্সপোর্ট কোয়ালিটি
আলাদা করে চেনার উপায়: M3-M4 এর পকেট সোজা কাটের, M5-M6 এর পকেট কোনাকুনি

Price Box Rule (Plain Numbers Only)

Format	Example	Status
Numeric Only	`1850`	✅ CORRECT — Order totals calculate accurately
Text / Sentences	`1pcs 990tk & 2pcs 1850tk`	❌ WRONG — Breaks automated invoice calculation

Step 5: Business Rules vs. Comment Reply Rules

Understanding where instructions apply to avoid contradictions

Rule Box	Where Configured	Where It Actually Executes	Character Limit
Business Rules	Master Prompt $\rightarrow$ Custom Rules	Private Messenger DM Replies ONLY	Max 1,200 Chars
Comment Reply Rules	Master Prompt $\rightarrow$ Comment Replies	Public Facebook Post Comments ONLY	Under 150 Chars (1 Emoji)
Product Description	Products $\rightarrow$ Edit Product	Messenger replies when that item is discussed	Under 400 Chars

Recommended Business Rules (Copy & Paste)

Standard Business Rules Template

1. পছন্দ না হলে ডেলিভারি চার্জ দিয়ে রিটার্ন করা যাবে।
2. অগ্রিম টাকা লাগবে না — ডেলিভারি ম্যানের সামনে দেখে নিয়ে টাকা দেবেন।
3. কোনো অভিযোগ থাকলে কাস্টমার কেয়ার নম্বরে যোগাযোগ করতে বলবেন।
4. কাস্টমার সাইজ বলতে না পারলেও অর্ডার নেবেন, সাইজের জায়গায় ০ রাখবেন।
5. কাস্টমার যে প্রোডাক্ট নিয়ে জিজ্ঞেস করেছেন শুধু সেটিরই দাম ও অফার বলবেন।
6. কাস্টমার "আর কী আছে" জিজ্ঞেস করলে তখন অন্য প্রোডাক্টের অফার বলবেন।
7. Cargo Denim কম্বো ২ পিস ১৮৫০ টাকার অর্ডার কনফার্ম হওয়ার পর কাস্টমার ছাড় চাইলে ডেলিভারি ফ্রি দেওয়া যাবে — অর্ডার কনফার্ম হওয়ার আগে নয়।
8. Polo T-Shirt ২ পিসে সর্বোচ্চ ৫০ টাকা ছাড় — শুধু কাস্টমার অনুরোধ করলে।
9. ধন্যবাদ / ঠিক আছে / পরে কথা হবে বললে ভদ্রভাবে চ্যাট শেষ করবেন।

Standard Comment Reply Rules (Under 150 Chars)

150-Char Comment Reply Standard

1. উত্তর সবসময় বাংলায়, ১টি ছোট বাক্যে দিন।
2. দাম জিজ্ঞেস করলে: "দাম ও বিস্তারিত ইনবক্সে পাঠানো হয়েছে 📩"
3. স্টক জানতে চাইলে: "স্টক আপডেট ইনবক্সে জানানো হয়েছে 📩"
4. অফার চলাকালীন ডেলিভারি ফ্রি নয় — কেউ চাইলে ইনবক্সে কথা বলতে বলবেন।
5. অভিযোগ করলে: দুঃখ প্রকাশ করে ইনবক্সে বিস্তারিত জানাতে বলবেন।
6. প্রশংসা করলে: সংক্ষেপে ধন্যবাদ জানাবেন ❤️
7. কখনো প্রতিযোগী পেজ বা দাম নিয়ে আলোচনা করবেন না।

Step 6: Facebook Page Integration (Dual Path Architecture)

Connecting your Facebook Page to Sellzy AI after catalog setup is complete

Prerequisite Complete: You have uploaded at least one product and saved your Master Prompt. Now you are ready to connect your Facebook selling channel!

Settings $\rightarrow$ Integrations · Facebook Messenger

PATH A · SELF-ONBOARDING

Meta Developer Role (Fastest)

For merchants with a Meta Developer account or who accept a quick invite from Sellzy.

1

Sellzy Invites Profile: Sellzy Admin adds merchant's Facebook profile as Tester on App ID 4305206413078347.
2

Accept Invite: Merchant visits developers.facebook.com/requests and clicks Accept.
3

Connect via Portal: In Sellzy Portal $\rightarrow$ Settings $\rightarrow$ Integrations, click "Connect Facebook Page".
4

Select Pages: Select all Facebook pages you want Sellzy AI to manage. Instant 1-minute connection!

PATH B · SUPPORT ASSISTED

Sellzy Team Managed Setup

For merchants who prefer our technical team to handle all integration steps.

1

Grant Page Access: Go to Facebook Page Settings $\rightarrow$ Page Access (or New Pages Experience).
2

Invite Sellzy Support: Add Sellzy Support Facebook profile with Task/Admin access for Messages & Content.
3

Support Team Verification: Our support team connects the Page ID and configures the webhook endpoint.
4

Live Status Check: Status turns Green (LIVE) in your merchant portal.

Step 7: Pre-Launch QA Testing & Verification

Exercising the full conversation and checkout funnel before driving traffic

Perform these 4 sequential tests directly in your Facebook Page Messenger from a secondary personal account:

1. Greeting & Persona Check

Send: "Hi / Assalamu Alaikum"

Expected: AI replies with staff name, configured greeting, and respectful "আপনি" tone within 2 seconds.

2. Semantic Product Query

Send: "Black shirt ache 32 size e?"

Expected: AI searches catalog, provides exact price, size availability, and hero photo.

3. Order Flow & 11-Digit Validation

Send: Incomplete phone (e.g. 017123456)

Expected: AI rejects invalid phone, prompts for 11 digits, and confirms full order summary with #SLZ-XXXX.

4. Comment-to-DM Trigger

Comment: "Price koto?" on a Page Post

Expected: AI replies publicly under 150 chars and instantly sends a private DM with product link.

Step 8: Daily Order Operations & Team Roles

How packaging teams, admins, and support reps manage daily orders

Order Management Portal Workflow

Every order captured by the AI streams live into Orders. Packing teams can filter by Pending, Confirmed, Shipped, Delivered, or export directly to CSV / Google Sheets for courier logistics.

D2 Human Handover Protocol

When a human staff member replies to a customer in the Facebook Page Inbox, the AI automatically steps aside and pauses for that customer conversation to prevent overlapping replies.

Role-Based Access Control (RBAC)

Role	Permissions	Typical Assignment
Admin / Owner	Full access to Settings, Billing, Master Prompt, API Keys, Team Management	Business Owner / Managing Director
Editor / Manager	Product Uploads, Category Edits, Order Status Updates, Rule adjustments	E-commerce Operations Manager
Support / Agent	View Orders, Customer Chats, Handoff Escalations	Customer Support Team
Viewer	Read-only analytics and order export access	Accountants / Auditors

Step 9: Message Counting & Transparent Billing

Locked flat pricing at ৳0.1625/msg with zero hidden markups

sellzybd.com/portal/usage · Live Analytics & Billing Hub

Single Counting Formula: Count = Round(Physical Events × Settings Factor) + Cold Start Extra.
Every merchant receives transparent billing based on actual message exchanges.

What is 100% Free?

✓ Initial Greeting ("Hi / Assalamu Alaikum")
✓ System "Typing..." Indicators
✓ Human Agent Handoff alerts
✓ Out-of-hours automated notice

What Counts as an Interaction?

• Product Recommendation & Catalog Search
• Variant & Price Inquiries
• Order Collection & Validation
• Public Comment Automated Replies

Interactive Monthly Message Cost Estimator

Estimate your daily/monthly AI sales agent expenditure based on customer volume:

Average Daily Customer Inquiries (Conversations):

Average Messages Exchanged Per Customer:

Reply Style Preference:

Estimated Monthly Investment

৳ 975.00

6,000 Billable Messages / Month Based on flat ৳0.1625 / message rate

Client Go-Live & Onboarding Checklist

Track your onboarding progress in real-time (automatically saved)

Onboarding Milestones 0 / 8 Completed

1. Admin account provisioned & Google Login tested at sellzybd.com/portal/login 2. Store Profile, Hotline, and Address configured in Settings 3. AI Persona, Staff Name (e.g. Amina), and Greeting Style configured 4. Delivery Zones (Dhaka ৳70, Suburb ৳100, Outside ৳130) set 5. At least 1 active product uploaded with 6-block template & numeric price 6. Business Rules (< 1,200 chars) & Comment Rules (< 150 chars) saved 7. Facebook Page connected via Meta Tester Invite (Path A) or Support (Path B) 8. Live Messenger QA test verified ("Hi", product search, 11-digit phone order)