Solution · Orders, Payments & After-Sales
AI order management and payments, handled safely from start to finish
Clientager takes orders, sends secure payment links from your provider, answers "where is my order?", and manages returns, warranty questions and after-sales care, without ever handling card details.
Ready for your review in 24–48 hours
Customer: Hi, can I order lunch for 15 people next Tuesday at noon? Delivery to our office.
Clientager: Hi, I'm the AI assistant for Olive & Thyme. Happy to help. Our office lunch platters serve 5 each. Would you like the Mediterranean, the vegetarian, or a mix? Any allergies I should note?
Customer: Two Mediterranean, one vegetarian. One person has a nut allergy.
Clientager: Noted. The vegetarian platter contains pine nuts, so I can swap it for our nut-free veggie platter at the same price. Shall I do that?
Customer: Yes please.
Clientager: Summary: 2 Mediterranean platters, 1 nut-free veggie platter, delivered Tuesday at 12:00 to 200 Harbor Street. Total $285 including delivery. I'll send a secure payment link now. Please don't share card details in this chat.
Customer: Paid.
Clientager: Thank you. Our payment provider has confirmed it, and your order is confirmed. I'll message you Tuesday morning with the delivery window.
What Clientager did
- Order created: 3 platters, nut allergy flagged, delivery Tue 12:00
- Secure payment link sent; payment confirmed by provider
- Kitchen ticket sent with allergy note
- Delivery update scheduled: Tue 9:00 am
Quick answer
How does AI order management and payments work safely?
With Clientager, AI order management and payments work through secure links: the agent takes and confirms the order in conversation, then sends a payment link from your provider. It never asks for card numbers, security codes, one-time passwords or bank passwords. The order is marked paid only when the provider confirms payment. Afterward, the agent answers status questions, handles returns within your policy and routes exceptions to your team.
Illustrative example
Customer message
Can I change my delivery address?
Happy to help with that. Let me check and get it sorted for you now.
Saved to the customer record
What Clientager handles for orders, payments & after-sales
- Take and confirm orders
- Send secure payment links
- Collect deposits
- Answer order status questions
Live availability
Booked · reminder scheduled
What gets missed today
Orders taken by phone go wrong
Rushed calls lead to missed details, wrong sizes or forgotten allergies. Fixing the mistake later costs more than taking the order properly the first time.
Payment over the phone is risky
Reading card numbers aloud or writing them down creates security and compliance headaches. Many customers are rightly uneasy about it too.
"Where's my order?" floods the inbox
Status questions are simple but endless. Each one takes staff away from packing, serving or selling, and slow replies make customers worry.
Returns and complaints get inconsistent answers
Different staff interpret the returns policy differently. Customers notice, and a simple return becomes a frustrating back-and-forth.
What Clientager can handle for you
- Take and confirm orders
- Send secure payment links
- Collect deposits
- Answer order status questions
- Handle returns and exchanges
- Send invoice reminders
- Capture warranty claims
- Request reviews after delivery
Enquiries it handles every day
- “Where is my order?”
- “Can I change my delivery address?”
- “How do I return this?”
- “Can you resend the payment link?”
- “My item arrived damaged”
- “Is this still under warranty?”
- “Can I pay a deposit now and the rest later?”
- “Can I add something to my order?”
How it works
- 01
Capture the order
The agent takes items, quantities, options, delivery or pickup details and special requests, checking against your menu, catalog or price list.
- 02
Confirm everything back
It reads or writes back a clear summary with totals and timing, so the customer can correct mistakes before anything is processed.
- 03
Send a secure payment link
It sends a link from your payment provider. The customer pays on the provider's page; the agent never sees or requests card details.
- 04
Wait for provider confirmation
The order is marked paid only when the provider confirms the payment. Unpaid links can get a polite reminder at the times you set.
- 05
Support after the sale
The agent answers status questions, handles returns, exchanges and warranty requests within your policy, and passes exceptions to your team.
Restaurants and catering: accurate orders without the phone rush
Takeout and catering orders often arrive by phone at the busiest moment of service. Clientager takes the order from your current menu, asks about sizes, sides and allergies, and confirms everything back before sending it to the kitchen. For catering, it gathers headcount, delivery time, address and dietary needs, then sends a secure payment link or deposit request according to your rules.
Allergies are never treated casually. The agent records them clearly, only answers ingredient questions from information you provide, and passes anything uncertain to a staff member. Large or unusual orders, such as events with special setups, can be flagged for a manager to approve before the customer is charged. Order history also makes repeat orders quick, because returning customers can simply ask for "the same as last time".
Ecommerce, retail and furniture: from checkout to doorstep
Online stores and retailers spend a large share of support time on order status, delivery changes and returns. Clientager looks up orders from your connected store or records, shares tracking details, and explains delivery timelines in plain language. It handles address changes and cancellations within your rules, for example only before an order ships, and logs every request against the customer.
For furniture and other large items, after-sales means delivery booking, assembly questions, damage reports and warranty claims. The agent schedules delivery windows, asks for photos of damage where the channel allows, and starts a claim or return under your policy. Exceptions, such as refunds outside the return window or disputed damage, go to your team with the full case, photos and order history attached.
Service businesses: deposits, invoices and payment reminders
Photographers, movers, contractors and clinics often need a deposit to hold a date or an invoice paid after the work. Clientager sends a secure payment link at the right moment, such as when a booking is confirmed or a job is completed, and follows up politely on unpaid links at intervals you approve. The booking or invoice is updated only when the payment provider confirms payment.
Payment questions are handled with care. The agent explains amounts, due dates and accepted methods using your wording, and refers disputes, payment plans or refund requests to your team. Customers who prefer to pay by other methods you accept are given those instructions. Your team sees a clear record of what was sent, when it was paid, and what is still outstanding.
Frequently asked questions
Does Clientager ever collect credit card details?
No. The agent never asks for card numbers, security codes, one-time passwords or bank passwords, on any channel. If a customer starts reading out card details, it stops them politely and sends a secure payment link from your provider instead. Payment happens on the provider's page.
How do we know a payment has actually been made?
The agent does not take a customer's word for it. An order, deposit or invoice is marked paid only when your payment provider confirms the payment. If confirmation has not arrived, the agent tells the customer it is still pending and can send a reminder later.
Which payment providers can it send links from?
Clientager sends payment links generated by the provider you already use. Common choices include Stripe, Square and PayPal, and connection availability for your account is confirmed during setup. We do not replace your payment provider or hold funds on your behalf.
Can it process refunds?
Refunds involve money leaving your business, so by default the agent collects the details, checks the request against your returns policy, and passes it to your team for approval. You can decide during setup which simple cases, if any, it may progress further.
Can it answer order status questions automatically?
Yes, when it can access your order or shipping information through a connected system or regularly updated records. It shares status, tracking links and expected timing. If an order looks delayed or lost, it opens a case for your team rather than guessing.
How quickly can we start taking orders this way?
Share your menu or catalog, payment setup and policies with us. Our team configures and tests the agent, and it is usually ready for your review within 24–48 hours. You approve it before customers use it. See our pricing page for plans; prices may vary by region.
Capabilities
Related industries
Use cases
Want this for your business?
Tell us how your business works. We'll build the AI around it, test it, and have it ready for your review within 24–48 hours.