Orders

Simple way to get new orders for your business. Perfect for local businesses, restaurants, and smaller shops.

Orders

Orders is a simple way to get new orders for your shop. Perfect for local businesses right now—we're working on integrating with ecommerce brands to extend to ecommerce. Your agent showcases your products in the chat interface, takes orders, and creates invoices. It's very simple to use.

Orders

One of Our Most Used Products Orders is one of our most used products, and we're continuously working to make it better so we can enable more automatic transactions.

How Orders Work

Orders is simple and straightforward:

  1. List your products in your knowledge base catalog with product images
  2. Agent has access to your products and showcases them in the chat interface
  3. Customer writes what they want
  4. Agent shows products, takes the order, and creates an invoice
  5. If Stripe is enabled, a payment link is shared in chat and via email
  6. Monitor orders from the orders page—view details, change status, and see the conversation

Works Without Payment System You can use Orders without a payment system. The agent creates orders and invoices, and you can handle payment separately. Perfect for businesses that want to take orders first and process payments later.

Perfect for Local Businesses Orders works great for:

  • Restaurants - From-table ordering where customers order directly from their table
  • Smaller businesses - Local shops, cafes, boutiques, and service providers
  • Any business that wants a simple way to take orders through chat

Orders work seamlessly across all channels—customers can place orders via chat, WhatsApp, Instagram, Facebook, phone calls, or any other channel.

Setting Up Orders

Step 1: Activate Orders

  1. Go to Integrations
  2. Activate the Orders product
  3. That's it! Orders is now enabled

Step 2: Add Products to Knowledge Base List your products in your knowledge base catalog:

  1. Create a knowledge source
  2. Select "Product Catalog" as the content type
  3. Add products with:
    • Product name
    • Description
    • Price
    • Product images (highly recommended - agent showcases these in chat)
    • Categories (optional)
  4. Process and index the catalog

Your agent now has access to all your products and can showcase them in the chat interface.

Step 3: Configure Stripe (Optional) If you want to accept payments:

  1. Go to Stripe integration
  2. Connect your Stripe account
  3. Configure payment settings

When Stripe is enabled, payment links are automatically shared in chat and via email when orders are created. If you don't configure Stripe, the agent still creates orders and invoices—you just handle payment separately.

Step 4: Test Orders

  1. Ask your agent to show products
  2. Test placing an order
  3. Verify order is created correctly
  4. Check payment link is shared (if Stripe is enabled)

How Order Processing Works

Simple Flow

  1. Customer writes what they want (e.g., "I'd like a pizza" or "Show me your menu")
  2. Agent showcases products from your catalog with images in the chat interface
  3. Customer selects products and quantities
  4. Agent collects customer information (name, email, phone)
  5. Agent creates order and generates an invoice
  6. If Stripe is enabled, payment link is shared in chat and via email
  7. Order is stored in your account for monitoring and management

Product Showcase Your agent displays products directly in the chat interface, showing product images and details from your knowledge base catalog. Customers can see what they're ordering before they place the order.

Automatic Invoice Creation Every order automatically generates an invoice with:

  • Product details and quantities
  • Customer information
  • Pricing (subtotal, tax, total)
  • Payment status
  • Order status

Managing Orders

Orders Page Monitor all your orders from the orders page:

  • View all orders and their statuses
  • See order details, customer information, and totals
  • Track payment status
  • Filter and search orders
Order Details

Order Details View complete order information:

  • Product details and quantities
  • Customer contact information
  • Order total and payment status
  • Order status (new, processing, completed, etc.)
  • View the conversation - See the full chat conversation that led to the order

Change Order Status Update order status as you process orders:

  • Mark orders as processing
  • Update to completed when fulfilled
  • Track order progress through your workflow

Use Cases

Restaurant From-Table Ordering Perfect for restaurants where customers order directly from their table:

  • Customers scan QR code or message your agent
  • Agent shows menu with images
  • Customers place orders without leaving their table
  • Orders are created instantly
  • Payment can be processed immediately or at checkout

Smaller Businesses Ideal for local shops, cafes, boutiques, and service providers:

  • Simple product catalog setup
  • Agent handles all customer interactions
  • Orders created automatically
  • Works with or without payment processing

Local Businesses Great for any local business that wants to:

  • Take orders through chat
  • Showcase products with images
  • Create invoices automatically
  • Accept payments online (with Stripe) or offline

Best Practices

Use Product Images Product images are highly recommended. Your agent showcases these in the chat interface, making it easier for customers to see what they're ordering.

Keep Catalog Updated Regularly update your product catalog:

  • Add new products promptly
  • Update prices when they change
  • Remove out-of-stock items
  • Keep descriptions accurate

Monitor Orders Regularly Check your orders page regularly to:

  • Process new orders quickly
  • Update order statuses
  • Review customer conversations
  • Track order trends

Troubleshooting

Products Not Showing

  1. Verify products are in your knowledge base catalog
  2. Check catalog was processed successfully
  3. Ensure product catalog content type is selected
  4. Verify products have names, descriptions, and prices

Orders Not Creating

  1. Verify Orders is activated in Integrations
  2. Check that products are in your knowledge base
  3. Verify customer information is being collected
  4. Review error logs for specific issues

Payment Links Not Generating

  1. Verify Stripe is connected
  2. Check Stripe account is active
  3. Verify payment settings are configured
  4. Remember: Orders works without Stripe too—you can handle payment separately

Key Features

Simple Setup

  • Activate in integrations—that's it
  • Add products to knowledge base catalog
  • Optionally configure Stripe for payments
  • Start taking orders immediately

Product Showcase

  • Agent displays products with images in chat
  • Customers see what they're ordering
  • Products pulled directly from your knowledge base

Flexible Payment

  • Works with Stripe for automatic payment links
  • Works without payment system for manual processing
  • Payment links shared in chat and email (if Stripe enabled)

Order Management

  • View all orders in one place
  • See order details and conversation history
  • Change order status as you process orders
  • Track payment status

Continuous Improvement Orders is one of our most used products, and we're continuously working to make it better. We're developing ecommerce integrations to extend Orders beyond local businesses to ecommerce brands, enabling more automatic transactions.

Next Steps

  • Learn about Knowledge Base to set up your product catalog
  • Check out Stripe integration for payment processing
  • Explore Contacts to see how order information is automatically stored
  • See Actions to understand how Orders works with other agent capabilities
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