Shipping Only workflow

When to use this workflow

Choose Shipping Only if your business delivers products but does not offer in-store pickup. This is the right workflow for online-only stores, ecommerce businesses, or any operation where every order is shipped to the customer’s address.

How the AI handles conversations

When a customer contacts your business, the AI follows this conversation flow:

1. Greet the customer and help them find products from your catalog.
2. Manage the cart — add items, adjust quantities, show the cart summary.
3. Collect the shipping address — The AI asks for the customer’s email, postal code, street, city, house number, and neighborhood (colonia).
4. Tell the customer the total amount — The product total plus the applicable shipping cost.
5. Share your bank account number — The AI provides the bank details you configured so the customer can make a transfer.
6. Ask for the transfer receipt — Once the customer sends a photo or screenshot of the transfer receipt, the AI processes it.
7. Confirm the order — After receiving the receipt, the AI marks the order as paid and sends a confirmation email to both the business owner and the customer. The order then appears on the Orders page for tracking.

Custom configuration steps

Delivery rules

• Flat shipping rate — A fixed cost applied to all shipping orders (e.g., $80 MXN).
• Free shipping threshold — The minimum order total that qualifies for free delivery. If a customer’s order exceeds this amount, shipping is free.

Bank accounts

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

What to do next

After configuring delivery rules and bank accounts, continue to the shared steps: Upload your product catalog, Add business context, Connect channels, and Publish and go live.