# Order Assistant

## Introduction

The Order Assistant app is a comprehensive tool designed to streamline and automate the ordering process for your customers. This app allows you to create an interactive ordering system, providing an efficient way to manage order placements, confirmations, and updates. The Order Assistant integrates seamlessly with your communication channels to deliver a smooth and hassle-free customer experience.

## Getting Started

### Channel Requirements

* [**Phone**](https://manuals.dialox.ai/studio/channels/phone)\
  The Order Assistant takes incoming orders via phone.&#x20;

### Installation Process

The bot requires no extra information to get started.

## Using the Order Assistant App

### App Settings

To adjust the settings for the Order Assistant:

{% stepper %}
{% step %}

### Set up your automated flow

Edit the default flow or create a new one to ask your customer essential questions and record them in a [Note](https://manuals.dialox.ai/studio/flows/nodes/note-create) or [Email](https://manuals.dialox.ai/studio/flows/nodes/send-email).
{% endstep %}

{% step %}

### Assigning nodes

It is essential to assign nodes to [variables](https://manuals.dialox.ai/studio/flows/variables) that you can include in your notes or emails. This allows you to capture specific details throughout the order process and ensure that important information is communicated accurately.

You can assign a node to a variable via the **Assign To** input field.

<img src="https://3356808761-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FEBQHGJABNTj5ISSOTRxM%2Fuploads%2FAVXp4BOnW9bs7OvLkmUn%2FScreenshot%202024-11-14%20at%2009.30.09.png?alt=media&#x26;token=a96be85d-63b0-42d5-ba3a-01d5ec0160f0" alt="" data-size="original">
{% endstep %}

{% step %}

### Send node configuration

Setting up your Send node using the following settings as an example:

<table><thead><tr><th width="174">Node</th><th width="176">Variable (example)</th><th>Details</th></tr></thead><tbody><tr><td>Ask: name</td><td>/name</td><td>Asking the customer's name</td></tr><tr><td>Ask: date</td><td>/birthday</td><td>Asking the customer's date of birth</td></tr><tr><td>Ask: phone</td><td>/phone</td><td>Asking the customer's phone number</td></tr><tr><td>Send: email</td><td></td><td>Include all relevant variables into your send node</td></tr></tbody></table>

When using the example above, you should have something like this:

<img src="https://3356808761-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FEBQHGJABNTj5ISSOTRxM%2Fuploads%2Fgml8B1b91XJu8nmxeXSy%2FScreenshot%202024-11-14%20at%2009.33.15.png?alt=media&#x26;token=18e38fb5-99a2-46e2-9ca2-69827003d087" alt="" data-size="original">
{% endstep %}
{% endstepper %}

{% hint style="info" %}
If you want to know more about variables and how to set them up, please take a look at [Variables](https://manuals.dialox.ai/studio/flows/variables).
{% endhint %}

### Roles

The following roles can be assigned to manage the Flows for the Order Assistant.

* **Agent**
* **Operator**
* **Producer**
* **Content Manager**

## App Workflow

The Order Assistant app follows a structured workflow:

Customers place an order via a supported communication channel, interacting with a predefined order menu or options. An order confirmation is sent to the company through the chosen notification channel such as [Notes](https://manuals.dialox.ai/studio/flows/nodes/note-create) or [Email](https://manuals.dialox.ai/studio/flows/nodes/send-email).

## FAQ

<details>

<summary><strong>Can I customize the order menu for different products or services?</strong></summary>

Yes, the Flowdesigner allows you to set up custom context and/or content to fit your business needs.

</details>

<details>

<summary><strong>Is it possible to notify customers about the order process?</strong></summary>

Yes, you can set up a flow to make a summary for the customer in the Flow designer.

</details>

### Languages

The app will determine the language of the user based on their phone number. The app falls back on the default language of the app in case the language cannot be determined (e.g. French or Dutch in Belgium).

It's possible to add an "Ask: Language" node to allow users to switch to their preferred language.

### Opening hours

The office hours have no effect on this app.

## Resources

* [Phone](https://manuals.dialox.ai/studio/channels/phone)
* [Notes](https://manuals.dialox.ai/studio/notes)
* [Inbox](https://manuals.dialox.ai/inbox/inbox)
