Products, Customers, and Orders

Guide intro

ConvortAI becomes more useful when it can rely on structured business information instead of only generic instructions. For many clients, that means products or services, custom confirmation fields, customer context, and order-related workflows that reflect how the business actually operates.

This guide explains how those pieces fit together so the conversation flow supports real business work instead of stopping at generic replies.

Products and services setup

Add the items or services your customers ask about most often first. Clear names, short descriptions, pricing guidance, and relevant stock or option details help the AI respond more reliably.

Do not overload the setup with everything on day one if only a subset is active in WhatsApp conversations.

Custom confirmation fields

Custom confirmation fields help you define the information the AI should collect before an order or booking is considered complete enough for review. This can include size, color, address, service date, location notes, or any business-specific requirement.

The order of the fields matters. Arrange them in the same sequence your team naturally uses when confirming a customer request.

Steps

• List the exact details your team always needs before confirmation.
• Create those as custom confirmation fields.
• Order them in a way that feels natural to the customer conversation.

Customer profiles and order context

Customer summaries and order context help the business avoid starting from zero each time a known customer messages again. This is especially helpful for repeat buyers, ongoing service clients, and support-heavy operations.

Orders should be reviewed as structured operational records, not only as chat outcomes. That is what makes follow-up and team handoff easier later.

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