Taking Orders (WooCommerce)¶
With the cart capability on, your AI Assistant takes the order in the chat: the customer says what they want, the assistant builds the cart in your WordPress store — with your real products, prices and live stock — and sends a link that lands on your checkout, ready to pay.
Example
Customer: "Hi! I'd like 2 long-sleeve tees in size M and a cap"
Assistant: "The tees are $24 each and the cap is $12 — $60 total, free shipping. I built your cart 👇 yourstore.com/cart"
Requirements¶
| Requirement | Where |
|---|---|
| A WordPress site with WooCommerce | Your store |
| The NotifyBulk plugin installed and connected | WordPress & WooCommerce |
| Your products synced to the assistant's knowledge base | Happens through the plugin connection |
| The cart capability enabled on your assistant | Wizard step 3 · Capabilities |
The cart builder is WooCommerce-only. On any other platform (Shopify, Wix…) the assistant still learns from your site and answers product questions, but it can't build carts.
Turn it on¶
- Go to Inbox → AI Assistant and edit your assistant.
- In step 3 · Capabilities, enable "Let it build the cart".
- Save and make sure the assistant is active.
If WooCommerce isn't connected or no products are synced yet, the capability can't do its job — connect the plugin first.
How it works for your customer¶
- The customer asks for products in the chat — any connected channel works.
- The assistant checks your catalog, prices and stock and confirms the items and the total.
- It builds the cart in your store and sends a direct link to your checkout.
- The customer opens the link, reviews the cart, enters their own details and pays on your website — with your usual payment methods, shipping and taxes.
Payment always happens on your site
The assistant never charges anyone in the chat and never asks for payment details. The chat ends with a checkout link; everything from there on runs through your own store, exactly like any other order.
What the assistant won't do¶
- It won't invent prices or stock — it only offers what's actually in your synced catalog.
- It won't take payment data in the conversation.
- It won't build carts if WooCommerce isn't connected or products aren't synced — it falls back to answering questions normally.
Troubleshooting¶
| Problem | Check |
|---|---|
| The assistant answers but never offers a cart | Is "Let it build the cart" enabled in step 3? Is the plugin connected and are products synced? |
| Cart link shows an empty cart | Make sure your store doesn't aggressively cache the cart/checkout pages for visitors following the link. |
| Prices look outdated | Re-sync: product changes flow in through the plugin connection — confirm the plugin is still connected. |