Turn customer conversations into an order flow your team can operate.
AI Ordering Agents guide customers through voice, messaging, chat, and web conversations using the catalog, store, and fulfillment context you configure. The conversation can gather the order details your team needs, with a defined handoff when a person should take over.
- Hi, two green bowls and an agua fresca for delivery to 14 Elm St.
- Two green bowls and one hibiscus agua fresca from Verde Cocina Riverside, delivering to 14 Elm St. Anything else?
- That's everything.
- I’ll share the next step to complete this order.
- Thanks, I’ve completed that step.
- Illustrative order handoffOrder context passed to the operations teamStore, fulfillment, and handoff details kept together
AI Ordering Agents
Use the conversational channels that match your customer journey.
Voice
The agent can guide a customer through an order conversation by phone, including the store and fulfillment details your team has configured.Chat
A chat flow can guide customers through the menu and fulfillment information available to the agent.Web
A conversational entry point on the web can guide customers through an order instead of leaving them to interpret the menu alone.Start with the operational context an agent needs.
The same catalog
The agent uses the products, categories, options, and availability rules you provide for the ordering conversation.The right store
The agent can collect the location, pickup, or delivery choice needed to route an order to the relevant store.Payment handoff
The conversation can direct the customer to the payment step configured for that ordering journey.Delivery like any other order
The conversation captures the fulfillment choice so the order can follow the store’s delivery or pickup process.In the languages your customers use
Choose the language policy the agent should support for the customer journey.Handoff to a human
Set clear rules for the situations where the agent should hand the conversation to your team.From conversation to order
Design a conversation with a clear path into operations.
The agent guides the customer through the same decisions your operation needs to fulfill: items, store or delivery choice, payment step, and any handoff to a person.
- 01The customer writes or callsChoose the channel where the customer begins the ordering conversation.
- 02The agent works your catalog and storesThe agent uses the catalog, store, and fulfillment choices you have prepared to guide the next step.
- 03The payment step is clearDirect the customer to the configured payment step that fits the channel and order journey.
- 04The order reaches the operations flowThe resulting order information passes to the team and systems responsible for preparing and fulfilling it.
- 05A person takes over when it mattersUse the handoff rule when the customer needs help that should be handled by your team.
One infrastructure
Make conversations part of a connected operating model.
Plan how conversational ordering should relate to the catalog, stores, fulfillment choices, and customer information that the rest of your ordering experience uses.
- Web
- App
- Kiosk
- Phone
- AI agent
Catalog · Stores · Customers · Payments · Orders- Merchant App
- POS
- Drivers
- Loyalty & CRM
Your rules
Decide the role the agent plays in your operation.
Before launch, document the channels, languages, store scope, customer questions, and handoff conditions that define the conversational experience your team wants to operate.
- Languages you choose
- Choose the language policy for each customer-facing conversation.
- Handoff rules
- Identify the questions, requests, and exceptions that should move to a member of your team.
- Store scope
- Define the stores and customer journeys where the conversational flow should apply.
- Operational review
- Decide how your team will review conversations, handoffs, and resulting orders as part of ongoing operations.
Evaluate a conversational ordering flow for your operation.
Bring a representative ordering journey, channel, and handoff scenario. We can walk through the customer decisions and operational context that flow needs.