Buyer & owner snapshot guide

Take orders, get paid and book tables around the clock.

Customers call, text or chat to order, pay by secure link, book a table or ask about the menu. The kitchen hears as soon as payment clears.

1 agent3 workflowsStripe payment linksTable booking
SNAPSHOT GUIDEORDERS & RESERVATIONS

Restaurant
Assistant

OrdersIncluded
Payment linksIncluded
ReservationsIncluded
Review requestsIncluded
01 · What it does

Every call and message becomes an order or a booking.

Busy restaurants miss orders when the phone rings during service. This snapshot takes the order, collects payment by link, books tables and answers menu questions, and tells the kitchen exactly what to make.

Order

Paid by link

Priced from your catalog, paid through Stripe.

Book

Tables

Booked in the conversation with reminders.

Safe

Allergies flagged

Always asked, always passed to staff, never guaranteed.

02 · What is included

The snapshot contents.

AssetQuantityPurpose
Restaurant assistant1 agent

Voice, text and chat host for orders, bookings and questions.

Conversations workflow1 workflow

Orders, payment links, reservations and menu answers.

Payment Confirmations1 workflow

Stripe webhook that confirms paid orders to the customer and kitchen.

Review Request1 workflow

Text and email review ask after each reservation.

Table Reservation1 bookable

90-minute table booking with reminders.

Fields and globals6 fields

Order details, allergy notes and party details; restaurant settings and the menu price catalog.

03 · How it works

Three workflows, one guest journey.

Restaurant conversation workflow
Restaurant Conversations: Orders, Reservations and Questions, saved September 24, 2026. Voice, text or chat. Dashed steps need the owner's Stripe key, SMS number or email sender.
Text version of this diagram

A customer calls, texts or chats and is asked whether they want to order, reserve a table or ask a question. Questions are answered from the restaurant's knowledge base, never with a guarantee that a dish is allergy-safe, and the customer can move on to an order or a reservation. For an order the assistant asks pickup or delivery, takes the delivery address when needed, then the name, mobile number, items, allergy or dietary notes and an optional receipt email, all saved to the contact. An AI step prices the order only against the owner's menu price catalog. If every item matches, a Stripe payment link is created and texted and emailed to the customer, the restaurant is emailed that the order is awaiting payment, and the customer hears that the order is confirmed once paid. If an item is not on the menu or the link fails, the customer is told staff will call, the restaurant gets the order by email and a task is created. For a reservation the assistant asks party size and special requests, then books a Table Reservation; the restaurant gets an email with the time and details and the customer gets confirmations and reminders. If the booking fails, staff are asked to call.

Payment confirmations and review requests
Payment Confirmations and After the Visit: Review Request, saved September 24, 2026.
Text version of this diagram

A Stripe webhook for completed checkouts finds or creates the customer by phone or email, emails and texts the customer that payment was received, and emails the restaurant a PAID notice with the order and any allergy notes so the kitchen can start. Other Stripe events are ignored with a note. Two hours after a Table Reservation ends, the guest gets a text and an email asking for a review at the restaurant's review link.

04 · Set it up

Nine owner steps make it yours.

  • 1
    Set the restaurant globals

    Name, timezone, team email for order notices and your review link.

  • 2
    Add your menu

    Menu, prices, hours and delivery area in the knowledge base.

  • 3
    Create Stripe prices

    One price per orderable item, then fill the Menu Price Catalog.

  • 4
    Add a restricted Stripe key

    On the payment link step, allowed to create payment links only.

  • 5
    Connect the Stripe webhook

    Completed checkouts to the Payment Confirmations URL.

  • 6
    Set up Table Reservation

    Staff, hours and capacity, then publish.

  • 7
    Connect SMS and email

    For payment links, confirmations and review requests.

  • 8
    Assign the agent

    To your phone line and website chat.

  • 9
    Test in Stripe test mode

    Then swap in live keys.

Open the step-by-step setup center →

05 · Verify & launch

Run the acceptance tests.

TestExpected behaviorPass condition
Order menu items for pickup (Stripe test mode)Payment link

Link texted and emailed; restaurant email says awaiting payment.

Pay the test linkPaid

Customer gets payment received; restaurant gets PAID with the order and allergy notes.

Order something not on the menuStaff call

Customer told staff will call; order email and task.

Order for deliveryAddress

The address is asked once and appears on the restaurant email.

Mention a shellfish allergyFlagged

No safety guarantee; the note is on the order and PAID emails.

Book a tableBooked

Confirmation text and email; restaurant reservation email; review request after the visit.

Your restaurant assistant is ready.

When the tests pass in Stripe test mode, switch to live keys and activate.

Open the setup center →