Products: shipping, pickup, or both
How your agent builds a product order, from search to payment, and how you set up shipping, store pickup, and payment collection.
In the product: Catalog & orders →
If your agent sells products, you choose how your customers receive them: Shipping to their address, Pickup at one of your locations, or Both. In all three cases, the customer confirms the order with a button before it’s created, and pays by card or bank transfer depending on what you have turned on.
How the agent builds an order
- Searches for the product in your catalog before giving a price or saying whether it’s in stock.
- Adds it to the cart. If the quantity is missing, it asks. Then it shows the cart with the subtotal, the shipping cost, and how much is left to reach free shipping.
- Asks about shipping or pickup if your workflow is Both, with the 🚚 Delivery and 🏬 Store pickup buttons.
- Asks for the details: the address in the chat (street, number, neighborhood, city, state, postal code, and email) or the location where they’ll pick up.
- Asks how they want to pay, with Pay with card or Bank transfer, if you have both methods turned on.
- Asks for confirmation with a summary and the ✅ Confirm order and ✏️ Modify details buttons. A “yes” or “ok” doesn’t count as confirmation.
- Creates the order as soon as the customer confirms. It shows as pending payment in Sales → Orders.
- Collects payment:
- Card: sends a secure Stripe payment link that’s valid for 30 minutes. Stripe confirms the payment and the order is marked as paid.
- Bank transfer: shares your bank details and asks for the receipt. Once it arrives, the payment stays under review until someone on your team confirms it.
If the customer writes “cancel the order” before confirming it, the agent empties the cart.
Shipping
- Flat Shipping Rate: what you charge for each shipment.
- Free Shipping Threshold: the product subtotal from which shipping is free.
Both amounts are required and must be greater than zero. The system calculates shipping and the total; the AI doesn’t. Orders with shipping are paid in full before they ship.
You change these amounts in Guided configuration → Operations, and they apply when you publish.
There’s no integration with shipping carriers: you add the shipping label and tracking number to the order yourself.
Store pickup
- Locations: the customer chooses from your Locations. If you have only one, it’s selected automatically. Edit them in the agent’s Knowledge section; changes apply instantly.
- Pickup payment: in the agent’s Work section, you choose the Payment rule:
- Pay at pickup: the agent confirms the order and doesn’t ask for card or bank transfer. This is the default.
- Partial advance: the agent explains the deposit percentage (from 1% to 99%) and offers card or bank transfer. The rest is paid at pickup.
- Full payment in advance: the agent asks for full payment and offers your payment methods.
You save the rule with Save to draft, and it applies when you publish.
Payments
To charge by card, you need Stripe connected. For bank transfers, you need a bank account in Knowledge → Bank accounts or in Sales → Payments. Read Set up customer payment methods.
Interlinked AI doesn’t take a commission on your sales. Stripe charges its own fees in your Stripe account.
What the agent doesn’t do
- It doesn’t apply discounts or negotiate prices.
- It doesn’t check shipment status.
- It doesn’t book appointments in a products workflow: if a customer asks for one, it hands the conversation to your team.