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Get started with OrderAgent

This guide will walk you through the steps to access and manage your orders effectively.

How to review OrderAgent orders

This step-by-step guide will teach you how to merge orders for the same buyer with Order Agent.

How to merge orders with OrderAgent

How to Retrain the AI after accepting a wrong product

This article explains how email and WhatsApp orders make their way into Order Agent, and what happens once they do.

Order Agent - WhatsApp and Email Forwarding

This article explains how Autopilot works

Autopilot: Automated Order Processing

This article will explain step by step how to report an Autopilot mistake.

How to report an Autopilot mistake

This step-by-step guide explains how to view and update your allow list, including allowing or blocking domains so they can go through OrderAgent.

How to view/edit your OrderAgent allow and block list

This article will walk you through the steps of how to enable the automatic replacement for unavailable products on Order Agent.

Automatic Product Replacements

This article will walk you through the steps of how to set up Block and Allow Lists for Autopilot.

Autopilot Allow/Block List

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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