Orders and forms by phone
The assistant takes orders from your menu, or fills in an enquiry form with the caller, and sends them to you during the call.
Both work on phone calls only. Turn them on in Capabilities, and they show in the menu.
Orders
The caller orders from your menu, with a note per dish, and the assistant reads back the order and the total before it ends. The menu and prices come from Knowledge.
In Orders, under settings:
- Where each order goes: email, WhatsApp or SMS. It's sent during the call, and kept on the screen too.
- Delivery: free above an amount, always paid, only above a minimum order, or pickup only.
- Ordering hours.
An order that didn't reach you is marked Didn't reach you.
Forms
In Forms you set What to ask: the questions are asked in order, and all are required. With no questions, the assistant asks for a name, a phone number and the reason for the call. Mark a form you've dealt with as Handled.
Clinics and law firms get Sensitive answers by email only: answers can't go by WhatsApp or SMS.
What needs Pro: sending by SMS and WhatsApp works on Pro and up. Email works on every plan.