Workflow
How do I schedule a delivery from a garden store?
You can schedule garden store delivery right from your website’s chat widget. The Chatref AI agent knows your delivery zones, fees, and cutoff times, while a custom action collects order details. It confirms availability instantly or hands off to a team member for exceptions.
Train your AI agent on garden delivery rules
Before your customers can self-schedule, upload the documents that define your delivery options: zone maps, pallet or bag fees, delivery days, and order cutoff times. The Chatref AI agent reads these to give accurate answers grounded in your own policies, so you never worry about made-up quotes. For delivery scheduling garden stores need clear rules about bulk soil, mulch, and plant transport. Drop in a PDF of your rate card or point the agent at your shipping page, and it learns everything in minutes.
Set up a custom action to capture delivery details
Add a custom action that walks the customer through the scheduling steps inside the same chat. Define fields like order number, delivery address, preferred date, and any special instructions (e.g., “leave compost behind the fence”). This custom action lets the AI agent collect everything needed to arrange delivery garden centers customers request, without bouncing them to a separate form. Once the details are captured, the agent can apply your rules and give an immediate yes/no on availability, or tag the conversation for manual review.
Embed the widget and let customers schedule themselves
Grab the embed snippet from your Chatref dashboard and place it on your garden store’s site. Now any visitor can open the chat, ask to schedule garden store delivery, and the agent – armed with your rules and custom action – handles the rest. The handoff is seamless, so if something doesn’t fit a rule, a staff member picks up the thread with full context. This keeps your phone and inbox free while giving customers a quick, self-service path to book a delivery.
Review and refine scheduling flows
Check the conversation logs to see which delivery requests your AI agent resolved on its own and which needed a human touch. Update your training docs or tweak the custom action fields as your delivery options change seasonally – for example, adding “frozen plant handling” during early spring. With Chatref’s pay-as-you-go model, you pay $0 when chats are quiet, so the delivery scheduling assistant stays on standby without a fixed monthly bill.
FAQ
What is the customer support email for a garden store’s Chatref delivery scheduling?
The support email used when a handoff occurs is set by the store operator in the widget’s settings. To configure yours, visit your Chatref dashboard and add your team’s email under the handoff options. If you need help, check the docs at https://docs.chatref.ai or reach out via the in-app support chat.
Put this into practice
Chatref answers your customers from your own content, day and night. Add it to your site and go live in minutes – free to start.