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Orders — overview

The Order management module (Panel → Orders) is a single queue of all orders synced from your store. Here you see which orders the bot already called and with what result, narrow the list with filters, and open order details together with the call report.

Orders module: KPIs and trend Top of Orders module — KPI tiles (total orders, total revenue, with bot call, average amount) and trend chart. Sample data (demo).

Order list in CallBotAgent panel "Recent orders" table with bot call status column (📞). Sample data.

What you see in the list

The Recent orders table shows for each order:

Column Meaning
📞 Bot call status: Call completed / In progress / Call failed / No call
Order Store order number (e.g. #1027)
Customer email Customer address; "No email" when the store did not provide one
Tags Order tags from the store (e.g. vip, priority)
Financial status Pending / Authorized / Paid / Partially refunded / Refunded
Fulfillment Fulfilled / Partial / Unfulfilled
Amount Order total in store currency
Created / Synced Store creation time and last sync time
Actions "Show order details" and — when available — "Call report"

The list refreshes automatically (Auto-refresh every N s — toggle above the table). Filter and page state is stored in the URL, so you can share the exact view with a colleague.

Typical workflow

  1. Review the queue — open Panel → Orders; by default you see newest orders with pagination.
  2. Narrow scope — use search and filters (details) to keep only orders that need action.
  3. Open details — customer, line items, totals, tags, and CallBot conversation in the side panel (statuses and lifecycle).
  4. Open call report — if the bot spoke with the customer, open the report from the same panel: summary, customer decisions, transcript (more in Calls).

Where orders come from

Orders arrive automatically from the connected store (Shopify, PrestaShop, or API/custom integration — see Store and connectors). The panel does not create orders — it mirrors the store enriched with bot call outcomes.

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