Entering manual phone orders Intermediate
When a customer orders by phone, turn the call into a proper store order: look up the customer, add items and options, record extra fees, and confirm totals before saving.
What you'll learn
- A safe step-by-step flow
- Checking totals
Before you start
- The Grok Bot app, installed and signed in. New? See where to download it and installing and signing in.
- Your store connected, either with a connector (like Shopify Merchant) or its API (see platform comparison).
1. Steps
- Write down the call: customer name or email, items, options (size, color), extra fees, shipping.
- Ask the bot:
Look up customer [email protected] and start a manual order with these items and options. Add a $10 rush fee as a custom line. Don't save until I confirm the total.
- The bot finds the customer, adds products and options, and adds custom lines for things like add-on fees or replacements.
- Read back the totals, then approve saving.
2. Payment
Take card details yourself, through your platform's secure payment screen. Never put card numbers in chat.
3. Save it as a skill
Platforms differ; once it works on yours, save the steps (Skills).
Ideas to try
- Phone orders.
Enter this phone order for returning customer Lee; confirm before saving.
- Replacement.
Create a $0 replacement order for the damaged item in order 1050.
- Custom work.
Add a custom line 'Engraving' for $15.
- Check.
Compare this manual order to the customer's last order.
Tips
- Read the order back to the customer.
- Use the platform's own payment flow.
- Double-check shipping addresses.
Facts about the Grok Bot app come from Cursor's official Grok Bot documentation. Menus and services change; if something looks different, check the official docs or ask your bot.