Orders

Let your agent take multi-item orders, generate quotes, confirm carts, collect deposits, and log confirmed orders.

Orders#

The Orders tool turns your agent into an order taker. It builds a cart across a conversation, checks prices and stock, reads back a summary, confirms with the customer, and logs the order for your team to fulfill. Quotes and estimates are handled here too — a quote is just an order summary the customer hasn't confirmed yet.

Find it under Agent Studio → Tools → Orders.

Payment methods and proof-of-payment review live under the Orders payment setup surface (often labeled Payment Methods & Proof Review).

What You Configure#

Setting	Description
Order rules	In plain language: how to collect items, when to summarize, when to require payment or team review
Product data	Prefer Products & Inventory for catalogs, prices, variants, and stock. Structured Data can also support lookups.
Order logging	Where confirmed orders are recorded (for example a connected sheet)
Payment	Checkout link and/or manual proof of payment
Notifications	Who gets alerted when an order is confirmed

Use Agent Studio → Tools → Products & Inventory for sellable catalogs when available, and Structured Data for other tabular business data.

What the Agent Does#

Builds the cart — adds items across multiple messages, checking availability as it goes.
Summarizes — reads back the items and totals before anything is final.
Confirms — asks the customer to approve the order.
Collects payment — sends a payment link or requests proof when your rules require it.
Logs and notifies — records the confirmed order and alerts your team to fulfill it.

Quotes & Estimates#

When a customer wants pricing before committing, the agent assembles the same cart and presents it as a quote — an itemized summary with totals — without confirming. The customer can come back to confirm later, and the quote becomes an order.

Example#

Code

Customer: 2 large pizzas and 1 bottle of soda, how much?
Agent:    Here's your order so far:
          - 2x Large Pizza — ₱1,000
          - 1x Soda (1.5L) — ₱90
          Total: ₱1,090. Want me to confirm this order?

Customer: Yes
Agent:    Great! I'll send a payment link to confirm. Once paid, we'll
          prepare your order and arrange delivery.

Connecting the Rest of the Journey#

Sales & Orders works neatly with other tools inside a Procedure:

Take payment with Payment Verification or a payment link
Arrange Delivery & Couriers after the order is paid