AI agent chat that checks order status (with email verification)
Your customers ask about their order in the chat and the agent answers with real data, only after verifying their email with a code.
Everything is created inactive in a new folder of your account. Nothing runs until you activate it, and you can undo it for 24 hours.
What it does
The AI agent handles the classic "where is my order?" with no one on your team involved. It queries the pedidos Data Store (real data, it invents nothing) and, to protect privacy, only gives information after verifying the customer: it asks for their email, sends a one-time code and only shows the orders linked to that email.
It includes a second workflow, a webhook to load or update orders in the Data Store from your shop or ERP (number, email, status, amount, carrier, tracking). If you already load them elsewhere, it is enough that the records of the pedidos group hold the customer email in some field.
What you need: an AI credential for the Brain. The verification code is sent by the platform, no mail setup required.
How to use it: install the template, connect the brain, send some orders to the webhook (or fill the pedidos group) and test the chat with that email.
How to set it up
- 1
Connect the openai credential
This template uses openai in: Cerebro (LLM). Create or pick the credential and assign it in those nodes.
- 2
Copy the webhook URL (Recibir pedido)
A new URL is generated on install. Paste it into the external system that must call this workflow.
- 3
Connect the brain
In the Chat de pedidos workflow choose provider, model and credential in the Cerebro (LLM) node.
- 4
Load orders
Send a
POSTto the Recibir pedido webhook URL with{"numero":"1001","email":"cliente@ejemplo.com","estado":"enviado","importe":"59.90","transportista":"Correos","seguimiento":"CB123456789ES"}. Repeat for every status change. - 5
Test the chat
Open the chat URL and ask about your order. The agent will ask for your email, send you a code and, once verified, tell you the status. Also try an email that has no orders.
- 6
Activate the workflow
Workflows are installed inactive. Once everything is set, activate it.
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Try it in under 5 minutes
Create the template in your account, connect your credentials and activate it when you are ready.
Use this template