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Going live with AI Orders

A short checklist to run through before you lean on AI Orders for real customers. It's about getting good, accurate drafts and knowing what confirm actually does.

Where to find it: open AI Orders in the app, or go to /ai-orders.

Plan

This is a paid feature. Check that your current plan includes it before you rely on it. Open Plans and subscription to compare plans and upgrade.

Before you start​

  • Make sure your plan covers what you'll use. Photo capture needs photo capture on your plan. Voice is metered, so check you have voice credits left.
  • Have your menu finished. Matching is only as good as your product list, so add everything you sell before you rely on it. See Build your menu.

Steps​

  1. Finish your menu first. The AI matches what it reads against your products. Missing items land in Couldn't match, so a complete menu means cleaner drafts and less fixing.
  2. Set prices on your products. For a live order, the line price comes straight from your menu. Wrong menu prices mean wrong orders and wrong payment links.
  3. Run one test capture of each kind you'll use. Snap a real sales-book page as a Past sale, and speak a short Live order. Watch what the AI matches and what it misses so you know what to expect.
  4. Learn the golden rule: review before you confirm. Capture never creates anything on its own. The AI drafts, you check, then you confirm. A misread quantity or price is only caught on the review screen.
  5. Know the difference between the two modes. A live order uses menu prices and produces a payment link to send the customer. A past sale keeps the price written on the page and just records revenue and stock, with no payment link.
  6. Check a live delivery order end to end. Confirm one to a real address, then make sure the Payment link shows and that Share, Copy, and Open all work the way you'll actually send it.
  7. Confirm past-sale prices reconcile. On a past sale, any line the AI couldn't price stays flagged, and confirm is blocked until you set a price. Walk through one so the flow is familiar.
  8. Clear the review list. Old drafts pile up under Needs review on the hub. Confirm or discard them so the list only shows what's genuinely waiting.

Tips​

  • Confirm is the point of no return. A live order becomes a real order with a payment link. A past sale writes to your revenue and stock. Get the review screen right first.
  • A greyed-out confirm button is telling you something. It stays disabled until every item has a real product, required options are chosen, flagged past-sale prices are set, and a delivery order has an address.
  • The AI flags its own low confidence. When it isn't sure, you'll see a warning at the top of the review asking you to double-check the items. Take it seriously.
  • Photo pages can split. One photo of a busy sales book can become several separate orders. Confirm each one on its own so nothing is missed or double-counted.