Overview
Upload or paste any order - AI Order Agent fills your dComm cart in minutes.
In this article we'll cover where to find the AI Order Agent, best practices, and troubleshooting tips for when your AI-generated cart needs your attention
Table of Contents
Where to Find It
The AI Order Agent lives on your dComm menu.
Navigate to your dComm menu → Log In → look for the chat box in the bottom-right corner of the screen.
How It Works
When a buyer sends you an order, paste it or upload the file into the agent. It reads the order, matches each line to a product on your dComm menu, and populates the cart with quantities and notes. You review the cart, fix anything that looks off, and submit.
The agent also learns and retains memories. If it matches a product incorrectly and you flag it, that correction is saved and applied to future orders automatically.
Your buyers don't see or interact with the agent. Nothing changes on their end.
Submitting an Order
The agent accepts orders in any of these formats: CSV, XLSX, PDF, JPG, HEIC, PNG, etc.
Pasted text: copy/paste from a text, email, or any written order
Spreadsheet: CSV or Excel
PDF: purchase orders, re-orders, reports, etc.
Image: photos of handwritten notes, screenshots, paper forms, etc.
Steps:
Open the chat box in the bottom-right corner of your dComm menu.
Paste the order text, or click the upload icon to attach a file.
The agent matches each line to a product on your menu and populates the cart.
Review the cart.
If a product name was ambiguous, the agent surfaces its best guess and indicates its level of certainty: confirm or swap before submitting.
If additional information is required, the agent surfaces those fields that require input.
Refining Your Cart
Once the cart is populated, keep adjusting through chat: no need to edit fields by hand.
You can type or speak a command:
"Change the quantity on [product] to 5"
"Add a trade sample for [product]"
"Remove [product] from the cart"
"Change the price to $3 per unit"
To use voice: click the mic button to start recording, then click again to stop. Holding it down does not start recording.
The agent applies one change at a time, which keeps it accurate on large orders.
Note: The agent only updates line items. Delivery date, billing address, payment terms, and other order-level fields are not affected. Manage those manually.
Validation and Guardrails
The agent checks your menu and inventory settings before applying any change.
Situation | What happens |
Quantity exceeds available stock (over-ordering disabled) | Agent flags it and does not update the cart |
Trade samples are disabled on your menu | Agent rejects the request |
Product is sold out | Item appears in the cart with a yellow outline |
THC level already in cart | That level is disabled in the dropdown |
Yellow outlines on a cart line mean something needs attention: missing product, missing quantity, over-available stock, or sold out. Hover over the line for an inline tooltip explaining the issue. The outline clears once it's resolved.
FAQ
Does my buyer see the AI Order Agent? No. Only you interact with it. Buyers place orders the same way they always have.
Does it cost extra? No. It's included with dComm at no extra cost.
Is there a limit to the number of orders I can send with the AI Order Agent? No. You can use the AI Order Agent to submit as many orders as you receive.
Is there a limit to the number of messages I can send to the AI Order Agent? No. You can converse freely back and forth with the AI Order Agent to refine your cart as needed.
Why did the agent pick the wrong product? It prioritizes matches on product names. If two products have nearly identical names, it may surface the wrong one. Making product names more distinct reduces this.
Why did the available quantity change after I selected a THC level? The number shown before you select a level is the total across all THC levels. Once you select a level, it narrows to just that level's stock.
Can I update prices through the agent? Yes. Say or type "change the price to $X per unit" and the agent applies a price override to that line.
Will the agent ever oversell my inventory? If over-ordering is disabled, the agent flags any request that exceeds available stock and leaves the cart unchanged. If over-ordering is enabled, the agent respects that and will allow the quantity through.
Need Help?
Reach out to your CSM or contact us via live chat. We're happy to walk you through it.