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How to invite customer to use Document Agent

Follow the steps below to invite a customer to Document Agent.

Backend

  1. Go to the Business Partner > Contacts page.



  2. Search for the customer you would like to onboard and click on the ID section to edit.
  3. Click the Boostorder AI Invite button.
  4. Choose your preferred invitation method.
  5. A notification will appear at the bottom of the screen confirming that the invitation has been sent.
  6. The customer will receive this message in the selected method.

App (For Users)

  1. Navigate to the Customer tab. select the customer you would like to onboard and tap the Info button.



  2. Go to the Subuser tab and Select the Boostorder AI Invite.

  3. And click on Send. The last invited date and time will be displayed once the invitation is sent.


  4. The customer will receive this message in Whatsapp