Choose where the conversation starts
Pick the customer message channel for this workflow. For example, start when a new WhatsApp message arrives, rather than when someone opens a separate automation chat.
Point it to trusted product and order information
Choose the catalog and checkout your team uses. Set the currency, budget limits, delivery rules, and the details needed to prepare an order.
Set the approval boundaries
Decide what the assistant may recommend, what it must confirm with the shopper, and when it should hand a conversation to a person. Keep explicit purchase approval in place.
Try the full customer journey
Test a good match, an unavailable item, a changed selection, and a declined purchase. Check the customer messages and team update before using it with real orders.