{"id":6009,"date":"2026-09-18T08:50:54","date_gmt":"2026-09-18T08:50:54","guid":{"rendered":"\/agentwork\/?post_type=ht_kb&p=6009"},"modified":"2026-10-02T07:36:09","modified_gmt":"2026-10-02T07:36:09","slug":"thiet-lap-quy-tac-ghi-nhan-khach-hang-tiem-nang","status":"publish","type":"ht_kb","link":"\/agentwork\/knowledge-base\/thiet-lap-quy-tac-ghi-nhan-khach-hang-tiem-nang\/","title":{"rendered":"Thi\u1ebft l\u1eadp quy t\u1eafc ghi nh\u1eadn kh\u00e1ch h\u00e0ng ti\u1ec1m n\u0103ng"},"content":{"rendered":"

1. T\u1ed5ng quan<\/strong><\/h3>\n

B\u00e0i vi\u1ebft h\u01b0\u1edbng d\u1eabn anh\/ch\u1ecb thi\u1ebft l\u1eadp \u0111i\u1ec1u ki\u1ec7n ghi nh\u1eadn kh\u00e1ch h\u00e0ng ti\u1ec1m n\u0103ng<\/strong> theo t\u1eebng k\u00eanh t\u01b0\u01a1ng t\u00e1c v\u00e0 th\u00f4ng tin c\u1ea7n thu th\u1eadp. Sau khi thi\u1ebft l\u1eadp, c\u00e1c kh\u00e1ch h\u00e0ng \u0111\u00e1p \u1ee9ng \u0111i\u1ec1u ki\u1ec7n s\u1ebd \u0111\u01b0\u1ee3c ghi nh\u1eadn v\u00e0 hi\u1ec3n th\u1ecb t\u1ea1i danh s\u00e1ch Kh\u00e1ch h\u00e0ng<\/strong>, gi\u00fap anh\/ch\u1ecb thu\u1eadn ti\u1ec7n theo d\u00f5i v\u00e0 ch\u0103m s\u00f3c.<\/p>\n

\u0110\u1ed1i t\u01b0\u1ee3ng \u00e1p d\u1ee5ng:<\/strong> Ng\u01b0\u1eddi qu\u1ea3n l\u00fd ho\u1eb7c nh\u00e2n vi\u00ean c\u00f3 quy\u1ec1n thi\u1ebft l\u1eadp AI v\u00e0 qu\u1ea3n l\u00fd danh s\u00e1ch kh\u00e1ch h\u00e0ng.<\/p>\n

2. H\u01b0\u1edbng d\u1eabn th\u1ef1c hi\u1ec7n<\/strong><\/h3>\n

2.1. Thi\u1ebft l\u1eadp quy t\u1eafc ghi nh\u1eadn ti\u1ec1m n\u0103ng<\/strong><\/h4>\n
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  • B\u01b0\u1edbc 1:<\/strong> T\u1ea1i \u0111\u01a1n v\u1ecb l\u00e0m vi\u1ec7c, ch\u1ecdn Thi\u1ebft l\u1eadp<\/strong> v\u00e0 ch\u1ecdn Thi\u1ebft l\u1eadp AI<\/strong>, h\u1ec7 th\u1ed1ng hi\u1ec3n th\u1ecb c\u00e1c n\u1ed9i dung thi\u1ebft l\u1eadp.<\/li>\n
  • B\u01b0\u1edbc 2:<\/strong> T\u1ea1i m\u1ee5c Thi\u1ebft l\u1eadp quy t\u1eafc ghi nh\u1eadn ti\u1ec1m n\u0103ng<\/strong>, nh\u1ea5n S\u1eeda<\/strong>.<\/li>\n<\/ul>\n

    \"\"<\/p>\n

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    • B\u01b0\u1edbc 3:<\/strong> T\u1ea1i tr\u01b0\u1eddng K\u00eanh \u00e1p d\u1ee5ng<\/strong>, ch\u1ecdn m\u1ed9t ho\u1eb7c nhi\u1ec1u k\u00eanh c\u1ea7n ghi nh\u1eadn kh\u00e1ch h\u00e0ng ti\u1ec1m n\u0103ng, ch\u1eb3ng h\u1ea1n Facebook<\/strong>, Zalo OA<\/strong>, TikTok Business<\/strong> ho\u1eb7c Website<\/strong>.<\/li>\n
    • B\u01b0\u1edbc 4:<\/strong> T\u1ea1i tr\u01b0\u1eddng Tr\u01b0\u1eddng th\u00f4ng tin c\u1ea7n thu th\u1eadp<\/strong>, ch\u1ecdn c\u00e1c th\u00f4ng tin c\u1ea7n c\u00f3 \u0111\u1ec3 ghi nh\u1eadn ti\u1ec1m n\u0103ng, ch\u1eb3ng h\u1ea1n Nhu c\u1ea7u mua h\u00e0ng<\/strong>, T\u00ean kh\u00e1ch h\u00e0ng<\/strong>, S\u1ed1 \u0111i\u1ec7n tho\u1ea1i<\/strong>, \u0110\u1ecba ch\u1ec9<\/strong>, Email<\/strong>, M\u00e3 s\u1ed1 thu\u1ebf<\/strong> ho\u1eb7c S\u1ea3n ph\u1ea9m quan t\u00e2m<\/strong>.<\/li>\n<\/ul>\n

      \"\"<\/p>\n

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      • B\u01b0\u1edbc 5:<\/strong> Nh\u1ea5n Th\u00eam quy t\u1eafc<\/strong> n\u1ebfu c\u1ea7n thi\u1ebft l\u1eadp th\u00eam \u0111i\u1ec1u ki\u1ec7n cho k\u00eanh kh\u00e1c, sau \u0111\u00f3 ch\u1ecdn k\u00eanh \u00e1p d\u1ee5ng v\u00e0 th\u00f4ng tin c\u1ea7n thu th\u1eadp.<\/li>\n<\/ul>\n

        \"\"<\/p>\n

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        • B\u01b0\u1edbc 6:<\/strong> Nh\u1ea5n L\u01b0u<\/strong>, h\u1ec7 th\u1ed1ng ghi nh\u1eadn v\u00e0 \u00e1p d\u1ee5ng c\u00e1c quy t\u1eafc m\u1edbi.<\/li>\n<\/ul>\n

          H\u1ec7 th\u1ed1ng s\u1ebd c\u0103n c\u1ee9 v\u00e0o c\u00e1c th\u00f4ng tin \u0111\u00e3 ch\u1ecdn \u0111\u1ec3 ki\u1ec3m tra v\u00e0 ghi nh\u1eadn kh\u00e1ch h\u00e0ng.<\/p>\n

          V\u00ed d\u1ee5:<\/strong> N\u1ebfu ch\u1ecdn Nhu c\u1ea7u mua h\u00e0ng<\/strong> v\u00e0 S\u1ed1 \u0111i\u1ec7n tho\u1ea1i<\/strong>, h\u1ec7 th\u1ed1ng ch\u1ec9 ghi nh\u1eadn kh\u00e1ch h\u00e0ng l\u00e0 ti\u1ec1m n\u0103ng khi kh\u00e1ch th\u1ec3 hi\u1ec7n nhu c\u1ea7u mua h\u00e0ng v\u00e0 cung c\u1ea5p s\u1ed1 \u0111i\u1ec7n tho\u1ea1i trong qu\u00e1 tr\u00ecnh trao \u0111\u1ed5i.<\/p>\n

          2.2. Xem kh\u00e1ch h\u00e0ng ti\u1ec1m n\u0103ng trong danh s\u00e1ch kh\u00e1ch h\u00e0ng<\/strong><\/h4>\n
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          • Khi kh\u00e1ch h\u00e0ng t\u01b0\u01a1ng t\u00e1c tr\u00ean k\u00eanh \u0111\u00e3 \u0111\u01b0\u1ee3c thi\u1ebft l\u1eadp v\u00e0 cung c\u1ea5p \u0111\u1ee7 th\u00f4ng tin theo quy t\u1eafc, h\u1ec7 th\u1ed1ng s\u1ebd ghi nh\u1eadn kh\u00e1ch h\u00e0ng ti\u1ec1m n\u0103ng.<\/li>\n
          • T\u1ea1i giao di\u1ec7n qu\u1ea3n l\u00fd, ch\u1ecdn Danh m\u1ee5c<\/strong> v\u00e0 ch\u1ecdn Kh\u00e1ch h\u00e0ng<\/strong>, h\u1ec7 th\u1ed1ng hi\u1ec3n th\u1ecb danh s\u00e1ch kh\u00e1ch h\u00e0ng.<\/li>\n
          • Ch\u1ecdn tab Ti\u1ec1m n\u0103ng<\/strong> \u0111\u1ec3 xem c\u00e1c kh\u00e1ch h\u00e0ng \u0111\u00e3 \u0111\u01b0\u1ee3c ghi nh\u1eadn.<\/li>\n
          • Anh\/ch\u1ecb c\u00f3 th\u1ec3 theo d\u00f5i c\u00e1c th\u00f4ng tin nh\u01b0 T\u00ean kh\u00e1ch h\u00e0ng<\/strong>, S\u1ed1 \u0111i\u1ec7n tho\u1ea1i<\/strong>, Ngu\u1ed3n g\u1ed1c<\/strong>, Nh\u00e3n kh\u00e1ch h\u00e0ng<\/strong>, Tr\u1ea1ng th\u00e1i mua h\u00e0ng<\/strong> v\u00e0 Ng\u00e0y t\u01b0\u01a1ng t\u00e1c g\u1ea7n nh\u1ea5t<\/strong>.<\/li>\n<\/ul>\n

            \"\"<\/p>\n

            3. L\u01b0u \u00fd<\/strong><\/h3>\n
              \n
            • Kh\u00e1ch h\u00e0ng ch\u1ec9 \u0111\u01b0\u1ee3c ghi nh\u1eadn l\u00e0 ti\u1ec1m n\u0103ng<\/strong> khi t\u01b0\u01a1ng t\u00e1c tr\u00ean c\u00e1c k\u00eanh \u0111\u00e3 \u0111\u01b0\u1ee3c thi\u1ebft l\u1eadp quy t\u1eafc.<\/li>\n
            • C\u00e1c tr\u01b0\u1eddng th\u00f4ng tin \u0111\u01b0\u1ee3c ch\u1ecdn l\u00e0 c\u0103n c\u1ee9 \u0111\u1ec3 h\u1ec7 th\u1ed1ng ghi nh\u1eadn kh\u00e1ch h\u00e0ng ti\u1ec1m n\u0103ng.<\/li>\n
            • Anh\/ch\u1ecb c\u00f3 th\u1ec3 thi\u1ebft l\u1eadp nhi\u1ec1u quy t\u1eafc v\u1edbi c\u00e1c k\u00eanh v\u00e0 tr\u01b0\u1eddng th\u00f4ng tin kh\u00e1c nhau.<\/li>\n
            • N\u1ebfu c\u1ea7n quay l\u1ea1i c\u1ea5u h\u00ecnh ban \u0111\u1ea7u, nh\u1ea5n Kh\u00f4i ph\u1ee5c m\u1eb7c \u0111\u1ecbnh<\/strong> t\u1ea1i m\u00e0n h\u00ecnh ch\u1ec9nh s\u1eeda quy t\u1eafc.<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"

              1. T\u1ed5ng quan B\u00e0i vi\u1ebft h\u01b0\u1edbng d\u1eabn anh\/ch\u1ecb thi\u1ebft l\u1eadp \u0111i\u1ec1u ki\u1ec7n ghi nh\u1eadn kh\u00e1ch h\u00e0ng ti\u1ec1m n\u0103ng theo t\u1eebng k\u00eanh t\u01b0\u01a1ng t\u00e1c v\u00e0 th\u00f4ng tin c\u1ea7n thu th\u1eadp. Sau khi thi\u1ebft l\u1eadp, c\u00e1c kh\u00e1ch h\u00e0ng \u0111\u00e1p \u1ee9ng \u0111i\u1ec1u ki\u1ec7n s\u1ebd \u0111\u01b0\u1ee3c ghi nh\u1eadn v\u00e0 hi\u1ec3n th\u1ecb t\u1ea1i danh s\u00e1ch…<\/p>\n","protected":false},"author":17,"comment_status":"open","ping_status":"closed","template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"ht-kb-category":[97,91],"ht-kb-tag":[],"class_list":["post-6009","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-ban-buon-ban-le-an-uong-lam-dep","ht_kb_category-tinh-nang-ai"],"acf":[],"_links":{"self":[{"href":"\/agentwork\/wp-json\/wp\/v2\/ht-kb\/6009","targetHints":{"allow":["GET"]}}],"collection":[{"href":"\/agentwork\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"\/agentwork\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"\/agentwork\/wp-json\/wp\/v2\/users\/17"}],"replies":[{"embeddable":true,"href":"\/agentwork\/wp-json\/wp\/v2\/comments?post=6009"}],"version-history":[{"count":3,"href":"\/agentwork\/wp-json\/wp\/v2\/ht-kb\/6009\/revisions"}],"predecessor-version":[{"id":6029,"href":"\/agentwork\/wp-json\/wp\/v2\/ht-kb\/6009\/revisions\/6029"}],"wp:attachment":[{"href":"\/agentwork\/wp-json\/wp\/v2\/media?parent=6009"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"\/agentwork\/wp-json\/wp\/v2\/ht-kb-category?post=6009"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"\/agentwork\/wp-json\/wp\/v2\/ht-kb-tag?post=6009"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}