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AI connector use case · Orders

Turn a WhatsApp chat into an order

Ask the AI to read a customer's chat and create the order in InboxCRM with the items, payment method and address.

  • Reading on
  • Changes on
CHAT INTO AN ORDER: Read what they asked for; Fill items and address; Saved in your order manager

The prompt

Copy this into Claude, ChatGPT or Gemini

Create an order for Kamal Perera from his chat: 2 ceramic mugs at 1,900 each, cash on delivery, deliver to No 12, Temple Lane, Nugegoda. If anything is missing, ask me.

Change the names, times and amounts to your own.
  • Reading on: Switch on “Let Claude read my chats and orders” on the Claude tab of InboxCRM’s HTTP API window.
  • Changes on: Switch on “Let Claude change my InboxCRM (create, edit, delete)” on the same tab.

Step by step

How to do it

What you get: Orders are recorded the moment a customer says yes.

  1. 1Switch on reading and changes in InboxCRM.
  2. 2Paste the prompt with the details you know.
  3. 3The AI reads the chat and creates the order. It asks if something is unclear.
  4. 4Ask it to read the order back to you to check.

Tips

  • Put prices in the prompt if you want to be sure of them.
  • Say "as a draft" if the customer has not confirmed yet.

Watch out

Dropping an order line or deleting an order shows a preview first.

Connector tools used:read_chatorders

Not connected yet?

Add one address to your AI app, sign in with your InboxCRM account and choose what it may read and change.

Set up the AI connector

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