Sell and collect
Prepare a customer order, finalize it for payment, send an invoice, or share a hosted Buy link. For an existing order, review masked payment choices or use secure Checkout.
Take payment for an orderAI for daily operations
Move from a customer request to a verified next step.
Use guided AI workflows for sales, order operations, customer support, reporting, and messaging. Start with the record that matters, review the proposed action, and follow its actual outcome.
ClaudeGive your customer peace of mind
You: Let Adwoa know we received her payment.
ClaudeHer GHS 780 payment is confirmed. Here’s the message for Adwoa—ready for your approval to send.
Payment received
You: What’s the total for the gift order in this note?
The gift order in your note comes to GHS 780: GHS 360 for two mugs and GHS 420 for the bowl.
A gift set for Adwoa
- 2 mugs × GHS 180
- GHS 360
- 1 bowl × GHS 420
- GHS 420
- Total
- GHS 780
Work across the records
An order is rarely the whole story.
A customer may need an invoice, a payment update, a correction, or a refund. Guided workflows connect the order to the relevant customer, product, payment, message, and refund records so the next action follows the evidence.
Use a focused workflow for one task or the plugin’s specialists for work that spans several steps. The merchant still decides what to change and whom to contact.
Keep orders moving
Review an order queue, amend a draft, send an invoice or receipt, and complete an order after fulfillment is confirmed. Cancellation and refund remain distinct actions.
Manage an orderHandle a refund precisely
Check what remains refundable, choose affected lines and amounts, and confirm the reason. Track a pending or processing refund until the recorded outcome is known.
Refund selected itemsReview and communicate
Compare revenue, inspect payout or delivery activity, and create reusable SMS and email templates. Preview the rendered copy, publish it, and approve a send to a saved customer.
Create and send a template
ChatGPTTurn an inquiry into an order
You: Adwoa wants two Studio mugs and a Serving bowl. Can you put an order together?
ChatGPTThat comes to GHS 780 for Adwoa Mensah. Shall I create her order with these items?
Adwoa’s order
- 2 × Studio mug
- GHS 360
- 1 × Serving bowl
- GHS 420
- Total
- GHS 780
You: Which Clayline products would make a gift under GHS 200?
The Espresso cup and Studio mug both fit a GHS 200 budget. The Serving bowl is a larger gift at GHS 420.
A gift for every budget
- Studio mug
- GHS 180
- Serving bowl
- GHS 420
- Espresso cup
- GHS 120
A customer case
Investigate first. Resolve with approval.
One of Adwoa’s Studio mugs arrived damaged. Can we refund that mug from order CLAY-1086?
Find the right order
Use the supplied reference and confirm the customer and order before following related records.
Review eligibility
Check the original payment, existing refunds, and remaining refundable amount for each line.
Approve the resolution
Select the items, amounts, and reason, then confirm the exact refund request.
Follow the outcome
Recheck the refund record. Report pending, processing, failed, or succeeded as returned—not as assumed.
PerplexityAnswer the next customer question
You: Has Adwoa paid for order CLAY-1086?
PerplexityYes, Adwoa’s order CLAY-1086 is paid in full: GHS 780 for two Studio mugs and a Serving bowl.
Adwoa’s payment
- Order
- CLAY-1086
- Amount
- GHS 780
- Payment
- Paid
You: One of Adwoa’s mugs arrived damaged. Can we refund it?
Her order has GHS 180 available to refund for one mug. Shall I refund that item? The other mug and bowl would remain unchanged.
Make it right for Adwoa
- Affected item
- 1 × Studio mug
- Proposed refund
- GHS 180
- Reason
- Item damaged
CLAY-1086 · Refund awaiting approval
Messages and files
Keep customer-facing work intentional.
Drafting, publishing, and sending a template are separate steps. Review the actual message with its variables filled in before approving a send to a saved customer. A queued message is not proof of delivery.
The plugin also supports selected-file uploads, processing checks, and deliberate link sharing. Choose the sharing settings, then revoke the link when access should end. Reading a file record does not expose its private contents or a reusable download link.
GeminiShare a reason to come back
You: Write Adwoa a friendly message about the Christmas mug offer in this sheet.
GeminiHere’s a short message using the price and deadline in your offer sheet. Add the holiday Buy link once it’s ready.
A little holiday inspiration
You: Let’s offer Studio mugs for GHS 160 through Christmas Eve.
Let’s use a separate GHS 160 price for the holiday link—a GHS 20 saving. The regular GHS 180 price stays unchanged.
A holiday price worth sharing
- Studio mug
- GHS 160
- Available through
- Holiday Buy link only
- Link expires
- Dec 24, 2026 · 23:59 UTC
Before you get started
A few useful answers.
Can I ask for an operating brief?
Yes. Specify the reporting period and currency, then ask for sales, product, customer, payout, or message activity. The workflow distinguishes full-period analytics from a limited list of recent records and identifies missing data.
Can the assistant broadcast or schedule customer messages?
Not through these MCP messaging tools. They support confirmed sends to a selected saved customer, including published templates. They do not turn a customer list into a broadcast or a scheduled campaign.
What happens if an action is still processing?
The workflow preserves the record and checks its state before deciding what to do next. A processing payment, pending refund, or queued message is reported as ongoing. Uncertain outcomes are investigated before retrying an action.
Start with an Inttegro account
Move from a customer request to a verified next step.
Create your account for free, then connect the tools that fit your workflow. Payment fees and account requirements still apply.