Find the order number within the Conversation by searching within the message’s greeting, signature, and reply chain. This Action creates the order and orders Memories.
The Conversation will be transferred to an Agent when there is neither an order number present nor an email address associated with the order.
Integrations Required #
- Order List
- The integration leveraged to look up and retrieve order information (e.g. Shopify).
- Shipment List
- The integration leveraged to look up and retrieve shipment information.
Required Memories #
This Action does not require any memories.
Memories Generated #
- order
- orders
- shipments
Sub-Actions #
Ask Order Number Regex #
Ask for the order number when it is neither present in the message nor found using the Customer’s email address. A custom regular expression will be used to find the order number.
Required Memories #
This Sub-Action does not require any Memories.
Memories Generated #
This Sub-Action does not update any Memories.
Ask Email #
Ask for the Customer’s email address to find the order when the order number is not present in the message.
Required Memories #
This Sub-Action does not require any Memories.
Memories Generated #
Ask Phone Number #
Ask the Customer for the phone number and use this information to find the order.
Required Memories #
This Sub-Action does not require any Memories.
Memories Generated #
- phoneNumber
Ask Order Number #
Ask for the order number when it is neither present in the message nor found using the Customer’s email address.
Required Memories #
This Sub-Action does not require any Memories.
Memories Generated #
This modifier does not update any Memories.
Rule #
Add a Rule to execute. Within this Action, a Rule may be added in addition to other Sub-Actions. Sub-Actions will evaluate in the order they are added.
Required Memories #
This Sub-Action does not require any Memories.
Memories Generated #
- orderNumber
