AUTOMATION PLAYBOOK

Takeaway → kitchen + SMS

A complete phone order hits UpMenu/POS via webhook, pickup-time SMS to the client, and Telegram to the kitchen — zero retyping.

Phone order hits the kitchen without retyping.

Trigger

Call with complete order

Automated flow

  1. 1 Webhook to UpMenu/POS
  2. 2 SMS with pickup time
  3. 3 Telegram copy to kitchen
Enable this playbook

Example scenario

Client orders two pizzas and drinks. Kitchen sees the ticket in Telegram; client gets SMS “pickup in 25 min”.

After the call: Takeaway → kitchen + SMS

Waitstaff typos mean refunds and wasted food. Automation syncs menu and totals with your system.

When it runs

The playbook starts automatically when Coldbot tags a call or event as: “Call with complete order”. You can narrow filters (location, channel, business hours) without changing the voice script.

What happens automatically

Each step runs in sequence (or in parallel where noted). No copy-paste between voice AI, SMS gateway, and CRM.

What you configure

Tunable during onboarding — copy, thresholds, and channel priority:

Recommended integrations

Native connectors or Zapier/Make/webhooks. Status “coming soon” means we enable it on request during rollout.

Works with voice templates

Deploy these agent scripts together with the playbook — same disposition tags power both sides:

Onboarding checklist

We configure this playbook during Coldbot setup — usually in one working session:

Zapier / Make recipe

We export a starter automation: Coldbot webhook → your stack. Field mapping is done in onboarding.

FAQ

Frequently asked questions

Do I need a developer?

Not for standard stacks (SMSAPI, Google Calendar, HubSpot, Slack). Custom webhooks usually need about one hour of IT time.

Can we change copy and timing?

Yes — triggers, filters, SMS templates, and quiet hours are fully configurable in the dashboard or with our team.

Is this included in setup?

One playbook is configured during onboarding; additional playbooks are added per package or integration bundle.

How do we test before go-live?

Sandbox numbers, test calls, and a dry-run checklist — we do not enable production SMS until you approve samples.

Can the agent fix the total?

Yes — line items validate against menu before POS send.