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
email
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