Order Agent picks up your customers' orders no matter how they send them in — email, WhatsApp, or voicemail. Your customers don't need to change a thing about how they order; Order Agent just captures what comes in and turns it into a clean, ready-to-review order.
Setting up an email forwarding rule
During Order Agent onboarding, you will be given a unique Choco ordering email address - something like od-974bfb3f-77f7-4287-8eb1-d8a8916bfdef+email@reply.choco.app.
You'll then create a forwarding rule in your own mailbox so incoming customer orders are automatically copied there.
💡 If your company uses a shared inbox (e.g., orders@yourcompany.com), set the forwarding rule up on that shared inbox rather than an individual's mailbox, so orders keep flowing in even if someone's out.
⚠️ If you're on a managed business account (Google Workspace or Microsoft 365), your IT admin may need to approve external forwarding first. If forwarding rules aren't saving or emails aren't arriving, check with your IT team.
How to Forward a WhatsApp Order
Step 1: Enable your number
Add your mobile number as a contact (Team Member) in your Choco account. This is important, as this will ensure the order arrives in you supplier inbox.
Step 2: Send your orders to Choco AI
Once enabled, send orders to: +1 (650) 667-7758
Choose the sending method that fits your situation (remember to include the buyer's details if they're missing from the message):
Option | How | Best for |
A) Easiest | Send a screenshot/image of the conversation with a buyer | Quick capture, no retyping |
B) Most accurate | Copy and paste the message, then add the customer details manually | When you want guaranteed accuracy |
C) Forward | Forward the message directly from the chat | When the message already has complete buyer details |
Other) Voice note | Record a voice note telling Choco AI what the customer is ordering and who they are | Hands-free, on the go |
Forward vs. Copy/Paste - Which should you use?
Copy/paste is generally better for individual messages, since it lets you add a reference to the customer (e.g., their name or number). Without this, the AI has no way of knowing who the message came from.
Forwarding works best for voice notes from customers. If the customer didn't state their name in the note, you'll need to add it manually in Choco. Alternatively, you can record your own voice note directly to the Choco AI chat instead of forwarding the customer's.