Intake Agent

When to use the Intake Agent

The Intake Agent is useful in scenarios such as:

• You are a customer service agent and want to create a Cart on behalf of a customer, edit it, and hand it over.
• You are a sales representative and want to create a Quote from a customer request, or freeze a Cart.
• You are a customer service agent and want to save a customer's product list as a Shopping List that they can turn into a Cart later.
• You are a developer and want to validate how a Cart behaves given realistic input.

Permissions

To grant access to non-administrator users, do the following:

1. Click the profile icon, and then select Manage organizations & teams.
2. Select the Organization and Team.
3. In the Permissions tab, from the Select Project list, select the Project for which you want to set permissions.
4. Expand Permissions for Agents, and then enable View and edit all: Agent Intake.
5. Expand Carts and Orders, and then enable View all: Carts and Orders.

Input methods

You can provide information to the Intake Agent through free text or by uploading a file. The Intake Agent supports the following file formats:

• PDF
• TXT
• CSV
• DOCX
• XLSX
• EML
• Markdown
• HTML

Intended workflow

1. Open the Intake Agent from the Carts, Quotes, or Shopping Lists page.

2. Upload a file or provide free text. The information the Intake Agent needs depends on whether you want a Cart or a Shopping List:

   Information	Cart	Shopping List
   Customer email address	Required	Required
   At least one Product	Required	Required
   Country code, used for pricing and tax	Required	Not used
   Name for the Shopping List	Not applicable	Required

   Wording such as "shopping list" or "save this list for later" tells the Intake Agent to create a Shopping List. Without it, the Intake Agent creates a Cart. If required information is missing from your input, the Intake Agent asks for it, including the name of the Shopping List.

3. The Intake Agent extracts the information and creates the Cart or Shopping List.

4. Review the result.

Carts

1. Review the parsing status to understand how well the input was parsed and mapped to your catalog:
   • If the status is Fully parsed, the Cart is ready for review.
   • If the status is Partially parsed, review the missing Products listed above the Cart table, and make any necessary manual adjustments to the Cart.
2. Review the Cart. Make any necessary adjustments to the Products, quantities, prices, or addresses.
3. Choose one of the available next actions:
   • Go to cart: Opens the Cart in the Cart list for additional processing.
   • Freeze the cart: Locks the Cart from further modifications and preserves its current state.
   • Create draft quote: Creates a draft Quote based on the current Cart contents.
   • Start new conversation: Starts a new request without deleting the current parsed Cart, letting you begin fresh while preserving work already completed.
   • Delete cart: Deletes the Cart so you can start over with a new request.

Shopping Lists

The Intake Agent shows a read-only summary of the Shopping List it created, with its name, description, and Line Items. Products that couldn't be matched to your catalog are listed in the summary with the reference that was used to search for them.