AI Order Taking Agent

The AI order taking agent is a pre-built Sawy template that takes customer orders over the phone — handling product selection, customizations, upsells, order confirmation, and payment processing. It sends completed orders directly to your kitchen, warehouse, or fulfillment system, turning every phone call into a captured sale.

Phone orders remain a major revenue channel for restaurants, bakeries, catering companies, and retail businesses. But staffing a dedicated order line is expensive, and making customers wait during busy periods loses sales. This template handles unlimited simultaneous orders without any caller ever hearing a busy signal.

What This Template Does

The AI guides callers through your product or menu catalog, captures their order with full customization, and processes it — fast, accurate, and friendly.

Sample Conversation

AI: "Thanks for calling Marco's Pizza. This is Nico. What can I get for you tonight?"

Caller: "I'd like a large pepperoni pizza."

AI: "Great choice. Would you like the classic hand-tossed crust, thin crust, or stuffed crust?"

Caller: "Stuffed crust."

AI: "Perfect — large pepperoni with stuffed crust. Want to add a side? Our garlic knots are a popular choice, and we're running a deal on a two-liter soda with any large pizza for $2."

Caller: "Sure, add the garlic knots and a Coke."

AI: "You got it. So that's a large stuffed crust pepperoni, garlic knots, and a two-liter Coke. Your total comes to $24.47. Would you like pickup or delivery?"

Caller: "Pickup."

AI: "Your order will be ready in about 25 minutes. Can I get a name?"

Caller: "Jason."

AI: "All set, Jason. Your order is in and will be ready for pickup in 25 minutes. Anything else?"

Order captured, upsell landed, total confirmed, and the kitchen is already making the pizza.

Key Features

Integrations Included

• Toast / Square POS — order entry, menu data, kitchen display sync
• Shopify — product catalog and order creation for retail
• ChowNow / DoorDash Drive — delivery order routing
• Stripe / Square Payments — secure phone payment processing
• Google Sheets / Airtable — order logging for businesses without POS
• SMS — order confirmation texts with pickup/delivery details
• Zapier / Make — connect to any fulfillment, inventory, or notification system

Setup in 3 Steps

1. Select the template — Choose Templates → Order Taker from your Sawy dashboard. This loads the order-taking conversation flow, menu navigation, and payment processing.
2. Customize your catalog — Upload your menu or product list with pricing, options, and modifications. Configure upsell rules, delivery zones, and estimated prep times. Connect your POS or order management system.
3. Go live — Forward your order line and place a test order. Add customizations, accept the upsell, and verify the order appears in your POS or kitchen display.

Who It's For

• Restaurants and pizzerias taking phone-in orders for pickup and delivery
• Bakeries and catering companies handling custom order requests
• Retail stores processing phone orders for products
• Food trucks taking pre-orders for pickup at specific locations and times
• Wholesale distributors processing reorders from regular customers

Can it handle complex menu modifications?

Yes. The AI understands nested modifications — "large pepperoni, no olives, extra cheese, light sauce, well done." Each modification is captured and sent to your kitchen or fulfillment system accurately.

Does it handle delivery orders?

Yes. For delivery, the AI collects the delivery address, validates it's within your delivery zone, adds any delivery fee, and provides an estimated delivery time.

Can returning customers reorder their last order?

When connected to your POS or order system, the AI can look up a caller's order history and offer a quick reorder: "Would you like the same order as last time — a large pepperoni with garlic knots?"