---
title: Enable Agents to Book Orders and Accept Payments
slug: enable-agents-to-book-orders-and-accept-payments
icon: 💳
docTags: 
createdAt: 2025-06-24T12:23:13.819Z
---

## Overview

The **Orders** feature allows your WhatsApp AI Agent to send **in-chat payment messages**, enabling customers to complete purchases without being redirected to external websites or apps. This is especially useful for **upselling, renewals, or converting leads instantly**—all within the same WhatsApp conversation.

### How It Works

Imagine you're running an insurance-focused AI Agent on WhatsApp. A customer inquires about adding coverage. After a brief conversation, the AI Agent offers an upgrade. The customer accepts, and the Agent sends a payment message within the chat. The customer completes the payment via **UPI, card, or wallet**, and the transaction is verified instantly—allowing the conversation to continue seamlessly.

::embed[]{url="https://youtu.be/EjKuE2GKhy4"}

## Getting Started: 3 Simple Stages

### Stage 1: Configure Payments

**A. Create a Payment Configuration**

1. Go to **Settings > WhatsApp Payments**.
2. Click **New Configuration**.
3. Enter a configuration name, choose your **payment provider**, and fill in your **business details**.
4. Click **Save**.

**B. Connect to Meta**

1. Click the **connection icon** 🔗 to begin the integration process.
2. Log in to **Meta Business Manager** using **admin credentials**.
3. When prompted, you'll be redirected to your **payment gateway**—log in and approve the integration.
4. Once completed, your payment configuration will be connected to Meta.

*Need help? Watch Video:* [Payment Integration with Meta Business](https://lookaside.fbsbx.com/elementpath/media/?media_id=812203670767135\&version=1740075434)

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### Stage 2: Add Importer Details

**C. Add Importer Details**

1. Scroll to the bottom of the **Settings** page and go to **Importer Settings**.
2. Click **Add or Update**.
3. Enter your **business name** and **address**.

*Note: These details are required by Meta for identity verification.*

You can personalize messages for key order events such as:

- **Order confirmation**
- **Payment success**
- **Order cancellation**

To do this:

1. Click the **edit icon** next to each message.
2. Update the message content.
3. Click **Save**.

### Stage 3: Enable the AI Agent to Process Orders

**D. Enable the WhatsApp Tool**

1. Go to the **AI Agent** screen.
2. If updating an existing agent, click **Edit AI Agent**.
3. If creating a new agent, navigate to the **Tools** section and add the **WhatsApp Tool**.
4. In the tool configuration:
   - Enable **Create Order**
   - Enable **Get Order Status**

**E. Update the Agent Prompt**

1. Modify your AI Agent prompts with instructions on how to:
   - Pitch or recommend products/services
   - Apply discounts
   - Customize pricing logic
2. Once updated, click **Publish**.

**Your AI Agent is now ready to sell and collect payments within WhatsApp!**