29 pages
Documentation
Everything OrderAgent does, written down properly — what happens to a message, what each order status means, how a receipt is judged, every command you can send the bot, and what to do on the day something does not work.
Getting started
What the product is, what happens when you switch it on, and how a number gets connected to your shop.
- What OrderAgent isA plain description of what the product does, what it deliberately does not do, and who it is built for.
- QuickstartFrom an approved shop to a first confirmed order, in the order the steps actually happen.
- How it works end to endThe full path a message takes: understanding, drafting, confirming, paying, verifying, invoicing and delivering.
- Connecting your WhatsApp numberWhy a dedicated business number is required, what we provision for you, and what stays in your control.
- Setting up your shopBank details, payment QR and your first products — over WhatsApp or from the dashboard.
Taking orders
How a message becomes an order, how the catalogue is matched, and what every status means.
- How a customer places an orderThe draft-and-confirm flow, the order card, adding to an open order, and why Confirm is mandatory.
- How messages are understoodIntents, languages, notes, acknowledgements, and the rule that the model labels but never decides.
- Your catalogue and aliasesProducts, aliases, units, stock, order limits, and the one-word-one-product rule that keeps matching honest.
- The order lifecycleEvery status an order can hold, what moves it, what locks it, and when stock is reserved or restored.
- Questions customers can askOrder status, past history, spend, addresses and stock — answered from your data, never invented.
Getting paid
Payment instructions, receipt verification, your approval, and the invoice that follows it.
- Payment instructions and deadlinesWhat the customer receives after Confirm, how the deadline works, and what happens when it passes.
- How receipts are verifiedThe six deterministic checks applied to every receipt, in order, and what each rejection reason means.
- Approving, rejecting and part-paymentsThe owner decision that is the only thing able to mark an order paid, from WhatsApp or the dashboard.
- InvoicesNumbering, what an invoice contains, why it can be rebuilt byte-for-byte, and how to resend one.
Fulfilment
Moving an order through packing and delivery, and telling the customer once per real change.
- The fulfilment pipelinePacking, out for delivery and delivered — the two doors that advance an order and the guards on both.
- Customer notificationsWhat the customer is told, when, and why a skipped stage never produces a message about it.
- Packing lists and run sheetsTwo printable views built for paper, grouped for the way a van is actually loaded.
The dashboard
Signing in without a password, the screens you will use daily, and the alerts inbox.
- Signing inWhy there is no password, how the magic link works, and what to do if you lose your phone.
- A tour of the screensToday, orders, customers, catalogue, bot health and the settings behind them.
- Alerts and bot healthWhat raises an alert, which ones need you, and how to read the daily bot-health numbers.
Growing the shop
Reaching your customer list on purpose, and learning what they ask for that you do not stock.
- Broadcast campaignsComposing a campaign, choosing an audience, previewing the exact message, and the limits that protect your number.
- Catalogue intelligenceWords customers used that matched nothing, ranked by how often — and what to do with each one.
- The daily summaryOne message each evening: what sold, what is owed, what needs you, and what is running low.
Reference
The lookup material: commands, plans, regions, vocabulary and what to do when something breaks.
- Owner commandsEvery command you can send the bot from your own number, with its exact syntax and its guards.
- Plans and limitsWhat Starter, Pro and Business each include, how the monthly order allowance is counted, and what happens at the limit.
- Languages and regionsSupported countries, currencies, time zones, address formats and the languages customers can order in.
- Data handlingWhat is stored, where it lives, who can see it, and how opt-out works.
- TroubleshootingThe failures that actually happen — undelivered replies, stuck orders, unmatched receipts — and how to clear them.
- GlossaryEvery term the product and this documentation use, defined once.