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Review a draft before it becomes a placed order or sends a payment link to the customer. The available actions depend on whether the AI agent or a team member created the draft.

Understand draft types

Before you start

  • Open Orders.
  • Make sure the products, customer, address, shipping, and payment details are available.
1

Create or find the draft

Turn on Draft-first review in the AI agent’s Create order skill. Orders created by the AI agent then appear in the Draft tab with an AI origin chip.
Open the Draft tab to see draft and rejected orders. The status badge and origin chip identify the state and creator.Draft tab showing Draft and Rejected statuses with AI and Manual origin chips
2

Review the order details

Open the draft and check its items, customer, address, shipping, payment method, notes, and tags. Update any incorrect details before continuing.
A rejected draft is read-only and cannot be edited.
3

Complete the review

Approve the draft
  1. Click Approve order.
  2. Review the confirmation. A real-time courier fee is quoted again before approval.
  3. Confirm the approval. Approve order confirmation with an updated shipping quote
Reject the draft
  1. Click Reject.
  2. Add an optional reason.
  3. Click Reject draft. Reject draft dialog with an optional rejection reason
When an approved order uses a payment provider that creates a link, the confirmation screen includes an editable WhatsApp message. Choose Copy message, Skip, send later, or Send message.Approved order screen with payment message actionsRejecting an AI-created draft offers the same message actions without a payment link.

What happens next

  • Approved AI drafts and completed manual drafts become placed orders.
  • Rejected AI drafts remain in the Draft tab for reference.
  • Discarded manual drafts are removed.