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Quickstart

From an approved shop to a first confirmed order, in the order the steps actually happen.

This is the shortest path from an approved shop to a first confirmed order. It assumes onboarding is done — a number provisioned, the shop created. If you are not there yet, start at connecting your WhatsApp number.

Before you begin

You will need your bank account details, your payment QR image if you use one, and a price list. Fifteen minutes is enough.

Step 1 — Say hello to your own bot

Message your shop's new WhatsApp number from the owner phone. If the shop has not been set up yet, the bot replies with a short welcome and asks the first setup question.

OrderAgent

Welcome to OrderAgent. Let us get your shop ready — this takes about five minutes and you can skip any step.

First: what are your bank details for payments?

Step 2 — Bank details

Send them as you would tell a customer. The account number is found by its shape, so it does not matter whether it comes first or last.

You

Maybank Sri Murugan Traders 5141 2233 4455

The bot reads it back and asks you to confirm before anything is saved. Reply SKIP to move on and add them from the dashboard later.

Step 3 — Payment QR

Send the QR as an image. A PDF is refused deliberately — it would store fine and then fail in front of a paying customer, because the image is sent to the customer's phone as a picture.

Step 4 — Your first products

One product per line. Price, unit and stock are read from the end of the line inwards.

Atta 5kg 280 bag 40
Ghee tin 720 tin 12
Chilli powder 500g 140 pkt 60

Any line that cannot be parsed is named back to you rather than silently dropped. Send DONE when you have finished, or SKIP to load the catalogue from the dashboard instead.

Step 5 — Open the dashboard

Send LOGIN. You get a one-time link back, valid for fifteen minutes and usable once. There is no password to create or remember; the phone is the identity.

You

LOGIN

OrderAgent

Here is your dashboard link. It expires in 15 minutes and works once: https://app.orderagent.io/auth/…

Add it to your home screen when it opens — it installs as an app.

Step 6 — Place a test order

Message the shop number from a different phone and order something.

Customer

2 bag atta and 1 tin ghee

You should get back an order card with both lines, a total, and Confirm / Add more buttons. Tap Confirm and the payment instructions arrive with your QR and a deadline.

Step 7 — Approve the payment

Send a photo — any photo will do for the test — and it is treated as a receipt. It will not verify, which is the correct outcome, and it will arrive on your phone as a card with approval buttons and in the dashboard's Today queue.

Approve it and watch the invoice arrive on the customer's phone.

Where to go next