Sales & Orders

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

Sales & Orders#

The Sales & Orders automation turns your agent into an order taker. It builds a cart across a conversation, checks live 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 Automations > Sales & Orders.

What You Configure#

SettingDescription
Order rulesIn plain language: how to collect items, when to summarize, when to require payment or team review
Product dataThe source the agent reads prices, variants, and stock from
Order loggingWhere confirmed orders are recorded (e.g., a Google Sheet)
PaymentHow payment is collected (a link, or manual proof)
NotificationsWho gets alerted when an order is confirmed

Connect a live product source with Structured Data so the agent quotes real prices and current stock — not guesses.

What the Agent Does#

  1. Builds the cart — adds items across multiple messages, checking availability as it goes.
  2. Summarizes — reads back the items and totals before anything is final.
  3. Confirms — asks the customer to approve the order.
  4. Collects payment — sends a payment link or requests proof, if your rules require it.
  5. 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 composes neatly with other automations inside a Business Process:

Related Pages#