Order Taking Agent
Incomplete orders mean phone calls, back-and-forth emails and mistakes. The Order Taking Agent guides customers through your approved products or services and captures everything your team needs to fulfil the order.
It asks the right questions, checks for missing details and sends a clear order summary to your team and the customer.
Customers are walked through options step by step.
Missing or unclear details are caught before the order is sent.
Your team receives a complete, consistent order.
The real problem
Customers often leave out sizes, quantities, delivery details or options. Your team then has to chase them, and some orders are delayed or made incorrectly.
Taking orders by phone also ties up staff during your busiest times.
The Order Taking Agent collects complete orders, so your team can focus on fulfilling them.
What it handles
Works for products, services and custom requests.
Approved questions guide customers through products, options and quantities.
Name, contact, delivery or service address and preferred timing.
A clear summary for the customer to confirm.
Complete orders sent to the right person or system.
Products, areas or times you do not offer can be excluded.
Where connected, customers can pay or pay a deposit. This is quoted separately.
How it works
Easy for customers, complete for your team.
On your website, chat or message channel.
The agent asks only what is needed for that order.
The customer checks and confirms the details.
Your team receives the order and takes it from there.
Where it helps
Especially helpful for custom or multi-option orders.
Capture hire dates, items, delivery and site details.
AI Workers for equipment hire →Take orders for products with sizes, options and delivery choices.
Capture service requests with all the job details upfront.
AI Workers for cleaning businesses →You stay in control
The agent offers only what you sell, at prices you approve.
It does not make up prices, availability or delivery times. Unusual requests are passed to your team instead of being confirmed automatically.
Works well together
Pair order taking with workers that chat on your website, recommend products and answer calls.
Order Taking Agent FAQ
Still unsure whether it suits your business? Ask us and we will give you a straight answer.
It is an AI Worker that guides customers through your approved products or services and captures a complete order request for your team.
Payment can be connected where suitable. Payment connection is quoted separately.
Usually on your website or chat, and in some cases messaging channels. We confirm the best option during setup.
No. It suits custom, quote-based or multi-option orders that a standard shop handles poorly.
The request is passed to your team rather than being confirmed automatically.
The Order Taking Agent is $49 a month after a 7-day free trial, and we set it up for you. Payment connection quoted separately.
Get started
Try the Order Taking Agent free for 7 days with your most common order type.