Orders overview
Understand how Interlinked creates and organizes product orders from customer conversations, including payment and fulfillment status.
What Orders is
Orders is the workspace where you review product purchases created by your AI agent during customer conversations. An order is created after the customer confirms the cart and the delivery or pickup details. It can appear before payment is complete, so an order’s existence does not by itself mean that the money has been received.
Orders brings together the customer, products, total, delivery method, payment method, and current progress in one place. Use it as the operational record for product sales. Use Service Requests for appointments, quotes, and other service journeys.
Which journeys create product orders
Orders supports the three retail fulfillment choices available in the agent setup:
| Retail journey | Customer receives the order by |
|---|---|
| Shipping | Delivery to the customer’s address |
| Pickup | Collection from a configured business location |
| Shipping and pickup | The customer chooses delivery or collection during the conversation |
The agent uses the product catalog to answer questions and build the cart. It then collects the information required by the selected fulfillment method, shows the final details, and asks for confirmation before creating the order.
Where to find Orders
In the panel, open Orders under Operations. The page shows the order count when orders exist and provides the table, search, status views, column controls, and Export CSV action.
Screenshot: Operations section with Orders selected and the order table visible
If Orders is not visible, the workspace may not have the corresponding operational feature available or your role may not include access. Ask a workspace owner or administrator to check the workspace setup.
The three kinds of status to understand
An order contains several kinds of progress. They answer different questions:
| Status area | Question it answers |
|---|---|
| Order status | What broad operational state has the team assigned to the order? |
| Payment status | Has the expected amount been paid, is it being processed, or is it still due? |
| Fulfillment status | Is the order unfulfilled, being prepared, ready, shipped, delivered, or completed? |
The table makes the order status and payment summary easy to scan. Open an order to see the separate payment and fulfillment details. Do not mark an order as paid only because a customer sent a receipt; confirm transfer payments in your bank account first.
What the agent does during checkout
The agent can:
- Find products from the catalog and clarify which item or quantity the customer wants.
- Add, remove, clear, and summarize items in the customer’s cart.
- Collect a complete shipping address and confirmation email for delivery orders.
- Offer configured pickup locations for pickup orders.
- Present the configured payment option and wait for the required payment step.
- Create the order only after the customer confirms the final cart and fulfillment details.
- Ask for a transfer receipt when bank transfer is selected and leave the payment pending review.
The agent does not replace your team’s responsibility to verify a transfer or complete fulfillment. See Payment verification and security.
Related areas
- Products overview — prepare the catalog the agent uses for product conversations.
- Customer payments overview — configure card and bank-transfer options for customer purchases.
- View and manage orders — search, inspect, export, and update orders.
- Configure Orders behavior — review shipping, pickup, location, and payment settings.
Related in Interlinked
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