Automation · Orders and fulfillment

Answer on WhatsApp whether a customer's order is on time according to your Reclaim schedule

An AI agent finds the order's task in Reclaim, checks whether it is at risk and tells the customer on WhatsApp whether it will make the date.

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How do I tell a customer whether their order will be on time, if I plan my work in Reclaim?

A Met connected to your Reclaim account finds the order's task by the customer's name, checks whether Reclaim flags it among the tasks at risk and looks at your schedule for the next few days. If the task is on track, it confirms the delivery date to the customer. If it is at risk, it finds open slots in your schedule, offers the customer a realistic date and, if the admin left that action on, updates the task in Reclaim with the new date so it gets rearranged on your calendar. It never shows the customer your schedule: only the date. It works for workshops, designers, tailors and any business that delivers made to order.

What starts it

When the customer writes

It starts when a customer writes on WhatsApp to ask whether their order will be ready by a date. There is no trigger to configure: the line's Met runs the procedure inside that conversation.

Nothing to set up. The Met assigned to that channel picks up the conversation and runs the procedure inside it.

Who runs it

Support Met that answers order delivery dates

Customer service team

This is not a named, seeded Met. It is the Met that answers the business's WhatsApp, with Reclaim connected to the account of whoever does the orders. Its work ends when the customer gets a delivery date your schedule can meet.

Run by the customer support Met

Channels: WhatsApp

What you need connected

Reclaim.ai Automate and collaborate

5 steps · 5 tools

The procedure, step by step

Each step shows the tool that runs. They belong to the real connector: if one of them stopped existing, this page would not build.

1
Find the order's task

The Met searches your Reclaim tasks for the order's one, by the customer's or the job's name. Each order should be a task with the customer's name in the title.
- search_reclaim_tasks Reclaim.ai
2
Check whether it is at risk

The Met pulls the tasks Reclaim flags as at risk and checks whether the order's task is among them. If it is not, it confirms to the customer the date the task has.
- get_at_risk_tasks Reclaim.ai
3
Look at your schedule for the next days

If the task is at risk, the Met looks at your schedule to understand how much free time you have left between meetings and other jobs. That information is for the Met, not the customer.
- get_schedule Reclaim.ai
4
Find slots to finish it

The Met finds open slots in your schedule where the remaining work fits, and with that it offers the customer a delivery date you can actually meet.
- find_open_time Reclaim.ai
5
Update the date in Reclaim

If the customer accepts the new date and the admin left that action on, the Met updates the task in Reclaim with that date. If it is off, it tells you so you change it yourself.
- update_reclaim_task Reclaim.ai

Before you start

What you need ready

The Met solves none of these for you. If one is missing, the automation stops there.

Your orders as Reclaim tasks

Each order lives as a Reclaim task with its due date and the time it takes. If the order is not a task, the Met has no way to know whether it will be on time.
Reclaim 2.0 connected in Met

In Met, open Connections → Reclaim.ai → Connect and authorize with your account, which has to be on Reclaim 2.0 with your Google or Outlook calendar connected.
A WhatsApp line with the Met assigned

The business connects its WhatsApp Business API line and assigns the Met that answers customers. The skill states that the customer only gets the date, never the schedule.

The limits

What this automation does NOT solve

Better said here than discovered halfway through the rollout.

It does not make the work go faster. If there are not enough slots, the Met gives the customer a later date; reordering your priorities is your call.
It does not know how much is left if the task does not say so. The estimate depends on the time you set on the task in Reclaim and what you logged as worked.
It does not ask for confirmation in the chat before changing the task's date: if the action is on, it changes it. The admin decides which writes stay on.
It does not alert anyone on its own when a task becomes at risk. It answers when the customer asks; it does not watch your schedule on its own.
It does not work with Reclaim 1.0. It needs Reclaim 2.0 and a calendar connected to your account.

FAQ

Questions about this automation

No. The Met uses your schedule to work out a date and only gives the customer the delivery date. That is written in the skill.

The Met finds all tasks with their name and asks the customer which order they mean before answering.

The connector has a tool to create Reclaim tasks, but this procedure starts with the order already logged. Creating the task when the order arrives is a different procedure.

You do, with your Reclaim.ai plan. Meteor does not resell Reclaim: the connector uses your account.

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