Configure Orders behavior

Overview

The way your AI agent handles orders — shipping costs, payment requirements, store locations, and more — depends on settings you configure in the onboarding wizard or the AI Config wizard. This article covers where to find these settings, what each one controls, and how changes take effect.

Where to configure Orders settings

All order-related settings are configured through the wizard, which you can access in two ways:

During initial setup

When you first set up your AI agent, the onboarding wizard walks you through every configuration step in order. Order-related settings appear as part of the wizard flow after you select a Retail workflow.

After going live

Once your AI agent is published, use the AI Config wizard to modify any setting at any time:

1. Go to AI Config in the panel sidebar: https://panel.interlinked-ai.com/en/ai-config
2. Click Launch wizard: https://panel.interlinked-ai.com/en/ai-config/wizard
3. Navigate to the setting you want to change using the sidebar.

For more details on the AI Config wizard, see Edit your setup from AI Config.

Draft vs. published changes

Changes you make in the wizard are saved as drafts. They do not affect your live AI agent until you click Publish changes.

This means you can:

• Edit shipping rates, add store locations, or change bank details without disrupting active customer conversations.
• Review your changes before making them live.
• Discard a draft to revert to the last published configuration if you change your mind.

Configuration settings that affect Orders

The settings below are organized by the workflows they apply to. Some settings are shared across workflows, while others are specific to Shipping or Pickup.

Shipping settings

These settings apply to the Shipping Only and Shipping & Pickup workflows:

Setting	Description	Effect on orders
Flat shipping rate	A fixed cost charged for delivery (e.g., $80 MXN)	Applied to every Shipping order that does not qualify for free shipping
Free shipping threshold	The minimum order total that qualifies for free delivery (e.g., $500 MXN)	Orders at or above this amount get free shipping; orders below pay the flat rate

During conversations, the AI uses these settings to:

• Tell customers the shipping cost at checkout.
• Mention how much more they need to add to qualify for free shipping.
• Mark shipping as “free” or “paid” in the order.

Pickup settings

These settings apply to the Pickup Only and Shipping & Pickup workflows:

Setting	Description	Effect on orders
Advance payment required	Toggle — whether pickup orders require a deposit before the customer arrives	If on, the AI collects a partial payment before confirming the order
Advance payment percentage	The percentage of the total price required as a deposit (1–100%)	Determines how much the customer pays in advance
Preparation time	How long it takes to prepare the order (minutes, hours, or days) — or “Immediate Pickup”	The AI tells the customer when their order will be ready for collection

Store locations

For Pickup Only and Shipping & Pickup, you must configure at least one store location:

Field	Description
Location name	A recognizable name (e.g., “Downtown Branch”, “Main Store”)
Address	The physical address — use the Find location button to search Google Maps
Phone number	Optional contact number for the store
Business hours	Days and hours the store is open — standard or custom per day

If you have multiple locations, the AI presents all of them and lets the customer choose. If you have only one, the AI assigns it automatically.

Bank account

For all Retail workflows that involve payment (Shipping, Pickup with advance payment, or Shipping & Pickup):

Field	Description
Bank name	Your bank’s name (e.g., “BBVA”, “Banorte”)
Account holder name	The full name on the bank account
18-digit CLABE	The interbank account number for receiving transfers

The AI shares these details with customers during the payment step. Make sure they are accurate before publishing.

Currency

The currency for your store is configured on the bank account step in the wizard. Examples include:

• MXN (Mexican Peso)
• USD (US Dollar)

Your store operates in a single currency. All prices in the Orders table — product totals, shipping costs, and order totals — are displayed in this currency. The AI can conversationally handle questions about other currencies, but the Orders page always shows your configured currency.

Settings summary by workflow

Setting	Shipping Only	Pickup Only	Shipping & Pickup
Flat shipping rate	✅	—	✅
Free shipping threshold	✅	—	✅
Advance payment	—	✅	✅
Preparation time	—	✅	✅
Store locations	—	✅	✅
Bank account / CLABE	✅	✅ (if advance payment)	✅
Currency	✅	✅	✅

What to do next

• Return to Orders overview — Orders overview
• Learn about draft and publish behavior — Edit your setup from AI Config
• Understand payment security — Payment verification and security