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OrderAgentOrderAgent

Glossary

Every term the product and this documentation use, defined once.

Every term the product and this documentation use.

Alias

Another word a customer might use for a product. maida and atta might both point at one catalogue line. A word can only ever belong to one product.

Auto-matched

A receipt that passed all six verification checks. It is not the same as paid — see approving payments.

Broadcast

A single message sent to a chosen group of customers. Always uses an approved WhatsApp template. See broadcast campaigns.

Catalogue intelligence

The list of words customers used that matched no product, ranked by frequency.

Confirm

The customer's tap that turns a draft into a real order. It reserves stock, freezes prices and starts the payment deadline, all in one indivisible step.

Draft

An order that has been built from a message but not yet confirmed. No stock is reserved. Further order-shaped messages join it.

Expired

An order whose payment deadline passed unpaid. Stock is restored. Deliberately distinct from cancelled — one is a deadline, the other is a decision.

Intent

The label the classifier gives an inbound message: a new order, a payment question, an address, and so on. The label is the model's entire contribution.

Needs review

A receipt that failed one of the verification checks. It carries the reason for the first check that failed.

Note

Text in an order message that was never a product line — a delivery instruction, a name, a unit number. Saved on the order and echoed back to the customer. Does not block confirmation.

Order reference

The FB-… code identifying an order. Shown to the customer, typed into bank transfers, and used in every owner command.

Orphan receipt

A receipt that could not be matched to any open order. Raises an alert rather than attaching to the wrong one.

Overrides

A capability switched on or off for one specific shop, regardless of its plan. Takes precedence over the plan.

Payment review

An order whose receipt you rejected. Locked until a new receipt arrives. Exists so a rejected receipt cannot later be approved by accident.

Quiet hours

The window outside which no scheduled message is sent. By default 9am to 9pm in the shop's own time zone. Delays messages, never state changes.

Reserved stock

Stock decremented by a confirm and held against that order. Restored if the order is cancelled or expires.

Run sheet

The printable delivery view, grouped by area. See packing lists and run sheets.

Session

Your signed-in state on the dashboard. Lasts 30 days per device, tied to your shop, and ends immediately if the shop is suspended.

Shortfall

A confirm that failed because stock had gone since the draft was built. The reply names each short line and how much is left, so the customer can reduce the quantity rather than start again.

Snapshot

A value frozen onto a record at the moment it was created — a line's unit price, an order's currency, an invoice's contents. Changing a setting later never restates a snapshot.

Soft quota

A monthly order allowance that warns but never blocks. No customer is ever refused because a shop reached its limit.

Template

A message pre-approved by WhatsApp, required for anything sent outside 24 hours of a customer's last message.

The 24-hour window

WhatsApp's rule: free-form messages are only allowed within 24 hours of the customer's last message. Outside it, a template is required.

Unmatched term

A word in an order-shaped message that matched no product and no alias. Feeds catalogue intelligence.