Workflow templates / Orders & COD
Ask for order details before routing to the team
One reply asks for what the team needs to act.
Works with: Any channel, Knowledge for AI to read
How it works
- The conversation is marked qualified
- The AI writes one reply asking for source, order ID, item and timing
- Status is answered only from connected data
- A note tells the team what to check
Steps in the workflow: Trigger, Change stage, AI, Internal note.
Who it is for
Brands taking orders across many channels and apps.
Good to know
- Does the AI send on its own?
- Yes, while this automation is on. It answers from your knowledge, and if it can't it tells the customer the team will reply and waits for a person.
- What are the channel limits?
- On WhatsApp, a business can message first only with an approved template (needs a WhatsApp Business account); free-form replies work within 24 hours of the customer's last message. It sends one message per recipient per run, and replies need a separate trigger.