How to Use DSers AI Agent on WhatsApp？

User Question

"Can I ask DSers AI on WhatsApp directly to check whether I have any orders that have not been processed today?"

Answer

Yes. You can send requests to the DSers AI Agent on WhatsApp. To perform full operations or view detailed data, please open DSers AI Agent on your computer.

Note: What can you do on the WhatsApp channel?

You can use plain language to ask the Agent for the following types of requests:

• Questions: Ask about orders, products, Tracking, and more
  e.g., "Which Tab is order 1005 under?"
• Analysis: Ask for analysis of your store data
  e.g., "What is the total profit of orders this week?"
• Report generation: Ask for data reports
  e.g., "Generate last month's order profit report"

How It Works

Step 1: Start a New Conversation

• Where to find it: Find the DSers AI Agent contact in WhatsApp.
• Note: All your conversations with the Agent on WhatsApp are automatically saved in a fixed Task called "WhatsApp Chat" in DSers, so you can look back on them anytime on your computer.

Step 2: How to give instructions

A clear request usually includes:

• What to do (e.g., check, analyze, generate)
• What it is about (e.g., orders, products, Tracking)
• The time range (e.g., today, last week, this month)

Step 3: Enter Your Prompt

You can ask the Agent questions in your own words. Here are a few complete examples:

• "Check how many orders my store received last week and check which stage order 1005 is at."
• "Analyze the top 5 products with the highest profit margin this month."
• "Generate an order profit summary report for last week."

Reusable Prompt Templates

• Questions: Check the [specific information, e.g., status/quantity] of [specific object, e.g., orders/products/Tracking].
• Analysis: Analyze [specific metric, e.g., profit/sales] for [time range].
• Reports: Generate [report type, e.g., order profit report] for [time range].

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