Workflow templates / Payments
Remind customers about unpaid orders
Unpaid orders get a friendly reminder and a pay button when a payment method is connected.
Works with: Any channel, Knowledge for AI to read
How it works
- Pick a saved segment of unpaid orders and the send time
- The AI writes a reminder with the item and amount
- With a payment method connected, a pay button charges the order's total
Steps in the workflow: Trigger, Internal note, AI, Condition, Reply buttons, End.
Who it is for
Brands that take prepaid orders.
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.