Orders

Create, track, and manage orders created from WhatsApp conversations—so nothing is lost in chat history.

What it does

The Orders module centralizes order creation and tracking. Orders can be created from WhatsApp flow and reviewed or updated by your team in the dashboard.

Key capabilities

  • • View and manage orders per tenant with consistent status handling.
  • • Connect orders to customers and products for reporting and follow-ups.
  • • Support pricing rules/discount logic used by chat quoting.
  • • Optional downstream sync via integrations (ex: Zoho Books).

Typical flow

  1. 1) Customer asks to order and confirms items/quantities.
  2. 2) System creates an order record linked to the conversation/customer.
  3. 3) Team reviews and moves order through processing steps in dashboard.